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Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centroamérica y el Caribe

Central A merica ARKANSAS

ARI Z ONA

GEORGI A

NEW M EXI CO

Atlantic Ocean

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LOUI SI ANA

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Chihuahua

T HE BAHAM AS

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Gulf of Mexico La Paz

M E X I CO

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CUBA

DOMINC I AN REPUBL IC

T ampico

Sa n J uan HAIT I

Pacific Ocean

Guadalaa j ra M exico

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Ver acr uz

CAYMANISL ANDS AMAICA J

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PUERTORICO

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BARBUDA

ST.KIT TS ANDNEVIS

GUADEL OUPE

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B E LI ZE Acapulco

Oaxaca

Ca e tris s

Belmopan

ST.VINCENT AND THEGRENADINES

Caribbean Sea

GUAT EM ALA HONDURA S T egucigalpa Guat emala San Salvador NI CARAGUA

St.Ge o g r e s' ARUBA NETHERL ANDS ANTIL L ES

E L SA LV A DOR

Po t-o r f-Sp a n i

DOMINC IA MARTINIQUE ST.L UCIA BARBADOS Brd i g e to wn Kin g sto wn GRENADA TRIND I ADAND TOBAGO

M an agua San Jos

COST A RI CA

P A NA M A

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COLOM B I A

V E NE ZUE LA GUYANA

© B r uce J ones Desi gn I nc . 1 99 2

ALISON MOSES, EVALUATION CONSULTANT Organization of American States Inter-American Agency for Cooperation and Development (IACD) November 2004, Final Copy

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

2 TABLE OF CONTENTS

SECTIONS

PAGE

LIST OF ACRONYMS and TERMS

3-4

PROJECT SUMMARY TABLE

5

EXECUTIVE SUMMARY

6-15

1. Context, objective and methodology of the evaluation

16-17

2. Brief description of the project under evaluation 2.1 Objectives 2.2 Outputs 2.3 Activities

17-23 17-20 20-21 21-23

3. Evaluation findings

23-39

3.1 3.2 3.3 3.4 3.5 3.6

National/regional context of this sector Relevance of the project Effectiveness of the project Efficiency of the project Sustainability of the result achieved Best practices, lessons learned, and factors of success, difficulties

23-26 27-29 29-34 35-36 36-38 38-41

4

Conclusions of the performance of the project

41-43

5

Recommendations

43-45

6. Project Summary Performance Assessment 7. Annexes

46 47-62

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

3 LIST OF ACRONYMS AND TERMS Access The range of means by which the general community and specific groups and individuals can obtain information and enjoyment about movable cultural heritage. This range includes direct physical access to original heritage, access to reproductions as well as other representations of heritage. CENPES Comisiones Especializadas No Permanentes Centro de Documentación de Santo Domingo Documentation Center of Santo Domingo CIBC Centro de Inventario de Bienes Culturales Inventory Center of Cultural Assets CIDI The Inter-American Council for Integral Development CONARE The Consejo Nacional de Reforma del Estado, National Council for State Reform Conservation and Preservation The combination of these terms reflects the range of approaches to the care of movable cultural heritage. In general, these terms refer to all actions taken to retain the significance of movable cultural heritage. Such actions may include treatment to retard deterioration, the prevention of damage, and reproduction. Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y el Caribe Workshop-Course on the Standardized Record-Keeping System (SRS) to Inventory, Register and Record Cultural Assets for Central America and the Caribbean; known here as SUR project or SUR D.N.P.M. Dirección Nacional de Patrimonio Monumental National Office of Monumental Heritage IACD Inter-American Agency for Cooperation and Development Movable Cultural Heritage Objects that are of importance for ethnological, archaeological, historical, literary, artistic, scientific or technological reasons. OAS Organization of American States Sistema Unificado de Registro (SUR) Standardized Record-Keeping System (SRS) SUR Project The proposed project design to carry out a workshop-course to implement a computerized cultural management information system called the SUR Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

4 SUR Program or SUR System The computerized standardized record-keeping system (SRS) to inventory, register and record cultural assets

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

5

PROJECT SUMMARY

PROJECT SUMMARY TABLE PROYECTO PRESENTADO POR: COORDINADOR RESPONSABLE: CARÁCTER DEL PROYECTO: PAÍSES PARTICIPANTES: MONTO SOLICITADO: MONTO APROBADO: FECHA DE EJECUCIÓN PROGRAMADA: FECHA DE EJECUCIÓN EFECTIVA:

REPUBLICA DOMINICANA ARQ. JAPONESA CAPELLAN CURSO-TALLER Republica Dominicana, Guatemala, Nicaragua, Costa Rica Honduras, , El Salvador, Puerto Rico; Chile $36,101.00 US $21.650.00 US 8 marzo 2003-15 marzo 2003 10 marzo 2003-14 marzo 2003

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

6 Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centroamérica y el Caribe RESUMEN EJECUTIVO 1.

El proyecto evaluado en este informe es un taller de capacitación titulado “Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centroamérica y el Caribe”. Dicho taller se realizó en Santo Domingo, República Dominicana, del 8 al 15 de marzo de 2003, con una visión del patrimonio cultural como un activo con importante potencial para impulsar el proceso de desarrollo socioeconómico. Un patrimonio rico y accesible constituye un fuerte incentivo para el turismo, el transporte, el comercio, las artesanías y otras actividades, y tiene un efecto multiplicador sobre el crecimiento económico y el empleo. Este proyecto apoya el desarrollo de conocimientos y la preservación del patrimonio histórico, arqueológico, urbano y arquitectónico como instrumento de desarrollo económico, social y cultural.

Para que el patrimonio cultural pueda cumplir la función que le asignan las políticas públicas de Centroamérica y el Caribe, debe valorarse y preservarse. Los bienes del patrimonio cultural deben ser inventariados y registrados para convertirse en activos reconocidos, no sólo para que ayuden con su potencial socioeconómico al desarrollo de los países elegidos, sino también para que aumenten su valor mediante la creatividad y el deseo popular de preservarlos. 2.

El contexto en que se realizó este proyecto pone de relieve la intensificación de los esfuerzos de organizaciones internacionales como la Organización de los Estados Americanos (OEA), el Banco Interamericano de Desarrollo (BID) y la Organización de las Naciones Unidas para la Educación, la Ciencia y la Cultura (UNESCO), con miras a reafirmar la importancia del patrimonio cultural y promover un intercambio de información en esta área. También debe destacarse que en el Plan Estratégico de Cooperación Solidaria para el Desarrollo 20022005, del CIDI, se pone énfasis en el área de la cultura.

3.

Muchos países de Centroamérica y el Caribe poseen políticas e instituciones bien establecidas que rigen la protección de su riqueza cultural. En este sentido, el "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centroamérica y El Caribe" es un taller de capacitación establecido por la Agencia Interamericana para la Cooperación y el Desarrollo (AICD), de la OEA, para entrenar y desarrollar habilidades, así como transmitir las normas, las mejores prácticas y los últimos métodos digitales de Chile para divulgar y proteger el patrimonio cultural de la región integrada por los países de Centroamérica y el Caribe. De acuerdo con esto, el objetivo general del proyecto a corto plazo es implementar un sistema computarizado y unificado de inventario, registro y catalogación, y en ese proceso, construir el inventario de los bienes que integran el patrimonio cultural de la región elegida y crear una protección potencial contra el tráfico ilícito de activos culturales. Para

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

7 alcanzar esa meta, el proyecto capacitará a partes interesadas en el país sobre el uso y manejo del sistema computarizado SUR. Los objetivos generales del proyecto a largo plazo son: • •

Proteger el patrimonio cultural de la región mediante el conocimiento, el registro y la catalogación de los bienes tangibles, muebles e inmuebles del patrimonio cultural; Implementar una red internacional de registro de planes y programas conjuntos para conservar, estudiar y revalorizar el patrimonio cultural, dando uniformidad a los criterios para inventariar los bienes del patrimonio cultural de Centroamérica y el Caribe.

Los principales objetivos específicos del proyecto son: • Capacitar a los participantes en el manejo apropiado del SUR o Sistema Unificado de Registro, para inventariar, registrar y catalogar los bienes del patrimonio cultural; • Capacitar e impartir conocimientos, técnicas y competencias en el taller, para que los participantes/beneficiarios puedan transformarse en “multiplicadores” de lo que han aprendido y transmitirlo a otros miembros de las instituciones que representan; • Compartir el sistema de base de datos implementado con instituciones tales como museos, bibliotecas, centros de documentación y servicios de información, y • Contribuir a la prevención del tráfico ilícito de bienes del patrimonio cultural. 4. El presupuesto total de este taller de una semana ascendió a un total de 46.758,17 dólares estadounidenses, de los cuales 21.650,00 procedieron del FEMCIDI y 25.108,17 del gobierno dominicano. El proyecto SUR fue solicitado por la Dirección Nacional de Patrimonio Monumental (DNPM), una división de la Secretaría de Estado de Cultura, que a su vez depende de la Presidencia de la República Dominicana. La DNPM fue responsable de la coordinación y realización de las actividades relacionadas con el patrimonio monumental y artístico de la República Dominicana. El proyecto SUR fue implementado por la Oficina de Cooperación Internacional de la DNPM, bajo la dirección de la arquitecta que coordinó los eventos y actividades del SUR durante 2003. 5. La posibilidad de realizar el taller SUR se basó en el Acuerdo Bilateral de Cooperación firmado en 2001 entre la República Dominicana y la República de Chile, como se muestra en el Diagrama A. Fueron invitados a participar en el taller SUR estudiantes de 8 (ocho) países: Guatemala, Nicaragua, Costa Rica, Panamá, El Salvador, Honduras, Haití y Puerto Rico. La composición de género de los estudiantes fue equitativa: de un total de 13 profesionales participantes, 6 (seis) eran mujeres y 7 (siete) hombres, procedentes de diversas instituciones, como ser centros educativos, de conservación e investigación, y de registro e inventario cultural, además de museos y el Ministerio de Educación. Como se preveía en la propuesta del proyecto, el coordinador del taller del SUR invitó a Haití, país con el cual la República Dominicana comparte la isla La Española. Sin embargo, debido a la inestabilidad política de Haití cuando se realizó el taller, el participante haitiano no pudo asistir. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

8 La República Dominicana, el país solicitante de este proyecto, envió 7 (siete) profesionales y actuó como país anfitrión y patrocinador parcial del taller, que tuvo una semana de duración. Chile proveyó 2 (dos) instructores, 1 (uno) de ellos del Centro de Documentación de Bienes Patrimoniales de Chile, y el otro de la Dirección de Bibliotecas, Archivos y Museos del mencionado Centro, con sede en Santiago. La República de Chile proporcionó los conocimientos técnicos para la capacitación en el uso de programas informáticos del SUR y el contenido teórico del programa del taller. 6. El proyecto SUR fue eficaz porque, con la ayuda y facilitación de dos instructores chilenos, produjo los siguientes resultados específicos: • • •

Una semana completa de taller práctico 13 profesionales del sector fueron capacitados para manejar el SUR y su base de datos Se instaló un sistema computarizado para inventariar, registrar y catalogar bienes del patrimonio cultural en la República Dominicana.

7. Un aspecto a destacar de este proyecto y sus actividades es que beneficiarios de la República Dominicana, que comprendían especialistas del sector del CIBC y del Departamento de Proyectos Internacionales del DNPM, participaron en la elaboración e implementación del proyecto SUR. Aunque los participantes centroamericanos no participaron en la elaboración del proyecto, hubo una coordinación amplia y productiva entre los profesionales técnicos chilenos, que prepararon la parte técnica y didáctica del taller, y los profesionales dominicanos, que proveyeron los recursos humanos, financieros y técnicos. Todo esto hizo posible implementar el proyecto con éxito y alcanzar sus objetivos a corto plazo. 8. Hubo dos grandes fallas en la planificación y elaboración del proyecto SUR: •

Efecto multiplicador ineficaz. No se logró la meta proyectada de obtener un “efecto multiplicador” a través de los beneficiarios una vez que éstos regresaran a sus respectivos países. Si bien se alcanzó el objetivo de transmitir a los beneficiarios conocimientos y técnicas sobre el sistema SUR y cómo aplicar el correspondiente programa de computación en sus respectivas instituciones en sus países de origen, cabe señalar que el objetivo técnico de ofrecer “multiplicadores” a esos países a través de los beneficiarios capacitados es todavía remoto, por dos razones principales: Primero, el programa modelo del SUR no fue ofrecido a ningún otro país participante además de la República Dominicana. Segundo, el modelo chileno digitalizado y unificado para inventariar y registrar bienes del patrimonio cultural, el SUR, es propiedad intelectual de la República de Chile, y por tanto no es posible utilizarlo sin un acuerdo bilateral de cooperación con ese país. La falta de tal relación entre la República de Chile y los países centroamericanos beneficiarios compromete la sustentabilidad de los resultados educativos para los participantes internacionales, es decir, centroamericanos.

•

Cobertura geográfica limitada. Geográficamente, el proyecto SUR abarcó a Centroamérica y sólo un país del Caribe, la República Dominicana, que era el país anfitrión. Haití, otro país del Caribe, no participó. Panamá, otro país invitado, tampoco

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

9 participó. Aunque el nombre del proyecto sugiere una cobertura de la región del Caribe, la planificación del programa no previó la participación en el proyecto SUR de una audiencia caribeña más amplia, de habla holandesa e inglesa, creando así un sesgo geográfico a favor de beneficiarios de habla española. Aunque este hecho no afectó de modo alguno el funcionamiento del proyecto, una base de clientes tan limitada afecta la participación regional al grado de que algunos grupos quedarán excluidos y por tanto no podrán contribuir a los esfuerzos para sostener la meta fundamental del proyecto: detener el tráfico ilícito de bienes del patrimonio cultural en la región del Caribe. Sin importar las limitaciones presupuestales de los implementadores dominicanos del proyecto, esta falla limita los objetivos regionales del proyecto a largo plazo y reduce su impacto regional, debido a su limitación geográfica a hablantes de español exclusivamente. A largo plazo, la exclusión del Caribe de habla inglesa y holandesa de la propuesta inicial del proyecto afectará la consolidación de alianzas regionales pancaribeñas en este sector, la conectividad institucional regional y la meta del SUR a largo plazo de “conectar el sistema en red” para conocer, administrar, preservar y conservar los bienes del patrimonio cultural en la región más amplia del Caribe. Además, cabe señalar que la exclusión de países caribeños de habla inglesa y holandesa se aleja de los preceptos generales que inspiran los proyectos de desarrollo financiados por la OEA, como lo establece el Plan Estratégico de Cooperación Solidaria para el Desarrollo 2002-2005. 9.

El proyecto fue muy eficiente en materia de contabilidad financiera y ahorro. De los fondos de contrapartida de 25.108,17 dólares, el director ahorró 5.347,23 dólares. Se adquirieron 4 (cuatro) computadoras Galaxia. Este aspecto es importante en lo relativo a la transparencia, la responsabilidad financiera y la reinversión de fondos para sostener el proyecto.

10. Aunque el programa de computación del SUR no pudo generar la implementación gráfica esperada, un aspecto a destacar del proyecto es que el sistema computarizado instalado aumentó en general la facilidad y velocidad con que los beneficiarios individuales pueden estudiar, inventariar, registrar y catalogar bienes culturales; redujo la multiplicidad de sistemas de registro, y disminuyó también la duplicación de documentos. El proyecto SUR es apropiado porque está de acuerdo con los esfuerzos del gobierno dominicano para reformar y modernizar el estado y su administración pública. En este sentido, el sistema computarizado del SUR es eficiente porque: (1) moderniza el manejo de información al reducir el tiempo de procesamiento y almacenamiento de datos, y (2) provee una base de datos unificada, fácilmente recuperable (digitalizada), para conocer y monitorear los bienes culturales. 11. El resultado más notable de este proyecto es la creación de capacidad a nivel individual, institucional y de sistemas en la República Dominicana. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

10 12. • • • • 13. • • • • 14.

Hay tres importantes “mejores prácticas” en este proyecto: Concentración en un sector, de acuerdo con las políticas nacionales de desarrollo Acuerdos internacionales de cooperación técnica en vigor Vínculo de liderazgo con empresas públicas y privadas Apoyo nacional a través de una estrecha cooperación interinstitucional Las recomendaciones generales más importantes son: Definir de manera más específica el papel de los beneficiarios en la propuesta del proyecto Ampliar la cobertura regional Evaluar la “capacidad de implementación” de los resultados del proyecto en la fase de planificación y propuesta Financiar una segunda etapa del proyecto SUR, que incluya la compra de equipos de computación y la promoción de materiales educativos Recomendaciones específicas a la OEA:

• •

Perfeccionar el formato del documento del proyecto Capacitar a potenciales proponentes de proyectos en la redacción de propuestas

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

11 EXECUTIVE SUMMARY 1. The project evaluated in this report involves a training workshop entitled “Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y el Caribe". It was held in Santo Domingo, Dominican Republic from 8-15 March, 2003 and views cultural heritage as an asset with significant potential to shore up the socioeconomic development process. A rich and accessible heritage constitutes a strong incentive for tourism, transportation, commerce, handicrafts and other activities and has a multiplier effect on economic growth and employment. This project supports the knowledgebuilding and preservation of historical, archaeological, urban and architectural heritage as an instrument of economic, social and cultural development. In order for cultural heritage to play the role described for it in the public policies of Central American and the Caribbean, it must be valued and preserved. Cultural heritage assets must be inventoried, registered and recorded so they are known assets that not only have socio-economic potential to help develop the targeted countries, but also grow in value in terms of people’s creativity and desire to preserve them. 2. The context in which this project was carried out highlights increased efforts made by international organizations such as the Organization of American States the InterAmerican Development Bank and the United Nations Education and Scientific Organization (UNESCO), to reaffirm the importance of cultural heritage and foster an exchange of information in this area. It should also be noted that in the CIDI Strategic Plan for Partnership for Development, 2002-2005, focus will be given to the area of culture. 3. Many countries in Central America and the Caribbean have well-established policies and institutions that govern the protection of their cultural wealth. In this regard, the "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe" is a training workshop established with the Organization of American States Inter-America Agency for Cooperation and Development to train and development abilities as well as transmit Chilean norms and standards, best practices and the latest digital methods to make known and protect the cultural heritage of the region that includes Central American and Caribbean countries. To this end, the general short-term goal of the project is to implement a computerized standardized inventory, registry and record-keeping system and in so doing, build the inventory of cultural heritage assets in the target region and potentially guard against illicit trafficking in cultural assets. In order to achieve this goal the project will train participating country stakeholders on how to use and manage the computerized system, SUR. The longer term goals of the project include: • •

Protecting the cultural heritage of the region by knowing, registering and recording the tangible, moveable and immovable cultural heritage assets; Implementing an international registry network of joint plans and programs to conserve, research and “revalorizar” cultural heritage by standardizing criteria to inventory the cultural heritage assets of Central America and the Caribbean;

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

12 The main objectives of the project are: • •

• •

To train participants in how to properly use the SUR, the Standardized Recordkeeping System to inventory, register and record cultural heritage assets; To train and impart knowledge, skills and competencies in the training workshop so participant/beneficiaries can become “multipliers” of what they have learned for other members of the institutions they represent; (these first two points appear to me to be activities; To share the implemented data base system with institutions such as museums, libraries, documentation centers and information clearinghouses; and To contribute to increased prevention of illicit trafficking of cultural heritage assets.

4. This one-week workshop-course, was budgeted at a total of $46,758.17 US of which $21,650.00 US was received from FEMCIDI and $25,108.17 US from the Dominican government. The SUR project was requested by the Dirección Nacional de Patrimonio Monumental, D.N.P.M., a division under the Secretary of State for Culture, which in turn is under the aegis of the Presidency of the Dominican state. The D.N.P.M. was responsible for coordinating and carrying out activities that relate to monumental and artistic heritage in the Dominican Republic. The SUR project was implemented by the D.N.P.M.’s Office of International Cooperation, under the stewardship of the lead female architect who coordinated the SUR activities and events during 2003. 5. The possibility for the SUR workshop to take place was based on a Bilateral Cooperation Agreement signed in 2001 between the Dominica Republic and The Republic of Chile, as depicted in Diagram A. The participating population included 8 (eight) countries invited to participate as students of the SUR workshop: Guatemala, Nicaragua, Costa Rica, Panama, El Salvador, Honduras, Haiti, and Puerto Rico. The gender breakdown for this course was equitable in that of a total of 13 participants, 6 (six) were female and 7 (seven) were male professionals from diverse institutions such as educational institutions, conservation and research centers, cultural record-keeping and inventory centers, museums, and the Ministry of Education. As designed in the project proposal, the coordinator of the SUR workshop invited Haiti, with whom the Dominican Republic shares the island of Hispaniola. However, because of Haiti’s unstable political situation at the time of the workshop, the Haitian participant was unable to attend the SUR workshop. The Dominican Republic, the requesting country for this project, sent 7 (seven) professionals and served as host country as well a partial sponsor for the realization of the oneweek workshop. Chile provided 2 (two) instructors, 1 (one) of whom came from the Chilean Documentation Center for Heritage Assets (Centro de Documentación de Bienes Patrimoniales de Chile) and the other of whom came from the Library, Archives, and Museums Division (Dirección de Bibliotecas, Archivos y Museos) of the aforementioned Center in Santiago. The Republic of Chile served as the driving force behind the expertise in SUR’s soft-ware skills training and theoretical program content for the course.

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

13 6. The SUR project proved effective because with the assistance and facilitation of two Chilean instructors the project produced the following specific outputs: • • •

One week of hands-on workshop-course completed 13 sector-specific professionals were trained to manage and run SUR and its data base Installed computerized system to inventory, record and register cultural heritage assets in the Dominican Republic

7. A major strength of this project and its activities is that beneficiaries from the Dominican Republic, made up of sector specialists from the CIBC and the D.N.P.M.’s Department of International Projects participated in the design and implementation of the SUR project. While the Central American participants played no role in project design, there was ample and productive coordination between the Chilean technical professionals, who prepared the technical and didactic part of the workshop, and the Dominican professionals who were responsible for providing human, financial and technical resources, all of which made it possible to successfully implement the project and achieve its short-term objectives. 8. •

There were two major shortcomings in the SUR project planning and design. Ineffectual multiplier effect. The projected goal of obtaining a “multiplier effect” to be carried out by the beneficiaries upon return to their respective countries was unattainable. While the successful teaching of beneficiaries who gained technical skills and knowledge about the SUR system and how to implement the SUR computer program in their respective institutions at home represents an objective achieved, it must be noted that the technical target to provide home countries with “multipliers” by way of the trained beneficiaries is still remote because of two main issues. The SUR model software was not given to any other participating country besides the Dominican Republic. The Chilean digitized standardized model to inventory, register and record cultural heritage assets, the SUR, is Chilean intellectual property the use of which is impossible to have without a bilateral cooperation agreement with the Republic of Chile. The lack of such a relationship between the Republic of Chile and the beneficiary Central American countries compromises the sustainability of beneficiary educational results for the international (i.e.) Central American participants.

•

Limited geographical coverage. The geographical scope of the SUR project reached Central America and only one Caribbean country, the host country, the Dominican Republic. Haiti, a second Caribbean country did not participate. Panama, another invited country, did not participate either. Though the project title indicates Caribbean region coverage, the program planning did not contemplate a wider Dutch and Englishspeaking Caribbean audience to participate in the SUR project, thus creating a geographic bias in favor of Spanish-speaking beneficiaries. While this fact in no way affected the operational performance of the project such a limited client-base affects regional participation to the extent that some groups will be “out of the loop” and thus unable to assist in developing efforts to sustain the all important project goal of arresting illicit trafficking in cultural heritage assets in the Caribbean region.

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

14 Notwithstanding the Dominican project implementers’ budget constraints, this shortcoming limits the project’s long-tem regional and decreases its regional impact because of geographic limitations to Spanish-speaking participants only. The long-term impact of excluding the English and Dutch-speaking Caribbean from the initial project design is to undermine increased consolidation of pan-Caribbean regional partnerships in this sector takes away from more all-encompassing regional institutional connectivity and the SUR’s long-term goal of “networking the system” to know, manage, preserve and conserve cultural heritage assets in the wider Caribbean region. Furthermore, it should also be noted that overlooking the English and Dutch-speaking Caribbean falls short of the general overarching precepts that inform OAS funded development projects as stated in the Organization of American States’ Strategic Plan for Partnership for Development, 2002-2005. 9. The project was very efficient in terms of financial record-keeping and its ability to effect savings. From the counterpart funds of $$25.108.17 US, the director effected savings in the amount of $ 5,347.23 US. 4 (four) Galaxia computers were purchased. This aspect is important insofar as it concerns transparency, accountability and a reinvestment of funds to sustain the project. 10. Although the SUR computer program has not been able to generate the expected graphic implementation, a strength of the project is that the installed computerized system has generally increased the ease and speed with which individual beneficiaries research, take inventory, register and record cultural assets; reduced the multiplicity of recordkeeping systems; and reduced document duplication. The SUR project is relevant because it is in keeping with the Dominican government’s efforts to reform and modernize the state and its public administration. In this regard, the SUR computer system is efficient because it (1) modernizes information and data management by reducing the amount of time it takes to process and store data and it (2) provides an easily retrievable (digitized) standardized database to know and monitor cultural assets. 11. The most noteworthy outcome of this project is its achievement to build capacity on the individual, the institutional and the system-wide levels in the Dominican Republic. 12. • • • • 13. •

There are three important “best practices” of this project : Sector focus in keeping with national development policies International technical cooperation agreements in force Leadership interface with public and private enterprises National support via strong inter-institutional cooperation The most salient general recommendations include: More specific beneficiary role-definitions in the project design

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15 • • •

Extended regional coverage Needs assessment of “implementation-ability” of project outcomes at planning/design stage Fund a second phase of the SUR project to include the purchase of hardware and the promotion of educational materials

14. Recommendations specific to the OAS are: • •

Streamline project document format Provide proposal writing training for potential project proponents

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16 1.

Context, objective and methodology of the evaluation

The context of this evaluation has to do with the growing importance of culture and safeguarding of cultural heritage assets in Latin America and the Caribbean. The Organization of American States places importance on this sector and deems it necessary to not only promote the sustainability of this sector by funding projects, but also to assess the implementation of funded projects that have to do with some aspect of culture and its significance in the Latin American and Caribbean regions. While the broadest definition of evaluation includes all efforts “to place value on events, things, processes, or people”, this Organization of American States’ evaluation will be concerned with the evaluation of a social project. An important aspect in the context of this evaluation is that emphasis is on a project designed to benefit the human condition rather than one with such purposes as increasing profits or amassing influence or power. This choice of focus stems from the Organization’s concentration on sustainable development and the need to reduce poverty via development projects in different sectoral areas. The purpose of this evaluation report is to provide the Interamerican Agency for Cooperation and Development (IACD) and member states of the Organization of American States (OAS) with an evaluation of the performance of the project entitled "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe". The project's evaluation is intended to help the member states and the IACD to (1) achieve better performance and results in the delivery of technical cooperation and project implementation and (2) to fully understand the context in which projects are implemented to consider recommendations, best practices and potential impact and (3) and to assist in the design and execution of future projects. The report will focus on the essential elements of the project's execution, namely the training in digital consolidation measures and standards, taught from the Chilean model (See Annex IV), to record cultural heritage assets of nine countries of Central America and the Caribbean. To this end, the report will analyze (1) the context within which the project was carried out, (2) the institutional framework within which the project was carried out, (3) the scope of participation, (4) the selected experiences of participants as recipients of services, (5) the outputs and outcomes of said training and (6) the lessons learned from this project. The aim of this evaluation report is to learn lessons from the implementation of this specific training course methodology and outline the potential value it adds to providing economic and social benefits to the participating countries The specific objectives of the evaluation are to determine the relevance, the developmental efficiency and effectiveness, as well as the sustainability of results achieved. In addition, the evaluation will attempt to extract valuable lessons and best practices that will be applied to improve the design, assessment and implementation of future FEMCIDI financed projects. By specifically identifying lessons learned, underscoring best practices and drawing conclusions we hope to emphasize those elements of the cultural heritage recording process that will contribute to long-term development objectives of the IACD and OAS member countries. Recommendations will be elaborated where appropriate. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

17 The consultant gathered information and data about the project from a wide array of sources (please include a list of these as an Annex) during the evaluation and used activity-based methodologies to conduct the evaluation. The methodology of this inquiry consisted of general information gathering techniques and specific field-based consultation techniques. Details of the methodology used can be found in Annex I. The inquiry methods used are based partly on (1) the study of secondary Sources (see Annex II) and partly on (2) semi-structured interviews of informants from state and civil society organizations in Washington, DC and the Dominican Republic. First, the report is based on documents from the OAS IACD offices in Washington, DC such as CENPES project proposals and project final reports from the implementing agency. The questionnaires prepared by the IACD and the consultant were also taken into account (see Annex III). Second, participatory inquiry methods were used as part of the technique to get information and understand the motivation and perceptions of the nine stakeholder countries as well as of the host country in this project to provide training on measures and standards to record the cultural heritage of the participating countries. The informal interviews in the field during the evaluation mission to the Dominican Republic guide the report's case histories concerning the project's execution and participating countries. 2. Brief description of the project under evaluation: Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe 2.1

Project Goals and Objectives

Based upon the premise (a) that cultural heritage resources are of fundamental value for the region’s present and future, both as a unique knowledge basis and in terms of their commercial utilization; (b) that there are potentially social and economic gains associated with a standardized system of registry for the cultural heritage assets of Central American and Caribbean countries and (c) that benefits such as asset preservation and conservation will obtain by making known these assets when systematically recording them, the training workshop "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", facilitated by Chile, took place from March 10 to March 14, 2003 at the request of the government of the Dominican Republic. The "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe" is a training workshop established with the Organization of American States Inter-America Agency for Cooperation and Development to train and development abilities as well as transmit Chilean norms and standards, best practices and the latest digital methods to make known and protect the cultural heritage of the region that includes Central American and Caribbean countries. To this end, the general short-term goal of the project is to implement a computerized standardized inventory, registry and record-keeping system and in so doing, build the inventory of cultural heritage assets in the target region and potentially guard against illicit trafficking in cultural assets. In order to achieve this goal the Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

18 project will train participating country stakeholders on how to use and manage the computerized system, SUR. The longer term goals of the project include: • •

Protecting the cultural heritage of the region by knowing, registering and recording the tangible, moveable and immovable cultural heritage assets; Implementing an international registry network of joint plans and programs to conserve, research and “revalorizar” cultural heritage by standardizing criteria to inventory the cultural heritage assets of Central America and the Caribbean;

The main objectives of the project are: • •

• •

To train participants in how to properly use the SUR, the Standardized Recordkeeping System to inventory, register and record cultural heritage assets; To train and impart knowledge, skills and competencies in the training workshop so participant/beneficiaries can become “multipliers” of what they have learned for other members of the institutions they represent; (these first two points appear to me to be activities) To share the implemented data base system with institutions such as museums, libraries, documentation centers and information clearinghouses; and To contribute to increased prevention of illicit trafficking of cultural heritage assets.

According to the project design the intended impact of this project is projected to be: • • • 2. 2

Acquisition of knowledge of the general public in the respective participating countries about their historical legacy; Increased protection of cultural heritage by exchanging of information between countries of the region; and Increased expectations and flow of tourists that visit the region by including cultural heritage as a component of tourism.

Description of Project Structure and its Population

According to the project design the project structure is composed of simple agreed relationships and various components which devolve from the facilitator country, the Republic of Chile and its bilateral technical cooperation agreement with the Dominican Republic. Two Chilean specialists are responsible for the training workshop while the Technical Secretariat under the Presidency of the Dominican Republic is responsible for intra-regional coordination of the workshop. The following Diagram A depicts a basic operational structure of relationships in the SUR project.

Diagram A Structure of Relationships in SUR Workshop

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19 Republic of Chile

AGREEMENT

Dominican Republic Technical Secretariat

12 PARTICIPANTS FROM THE DOMINICAN REPUBLIC 10 OTHER PARTICIPANTS FROM TARGET REGION: GUATEMALA, NICARAGUA, COSTA RICA, PANAMA, EL SALVADOR, HONDURAS, HAITI, AND PUERTO RICO.

The SUR project was requested by the Dirección Nacional de Patrimonio Monumental, D.N.P.M., a division under the Secretary of State for Culture, which in turn is under the aegis of the Presidency of the Dominican state. The D.N.P.M. is responsible for coordinating and carrying out activities that relate to monumental and artistic heritage in the Dominican Republic. The SUR project was implemented by the D.N.P.M.’s Office of International Cooperation, under the stewardship of the lead female architect who coordinated the SUR activities and events during 2003. The possibility for the SUR workshop to take place was based on a Bilateral Cooperation Agreement signed in 2001 between the Dominica Republic and The Republic of Chile, as depicted in Diagram A. The participating population included 9 (nine) countries that were invited to participate as students of the SUR workshop: Guatemala, Nicaragua, Costa Rica, Panama, El Salvador, Honduras, Haiti, and Puerto Rico. The gender breakdown for this course was equitable in that of a total of 13 participants, 6 (six) were female and 7 (seven) were male professionals from diverse institutions such as educational institutions, conservation and research centers, cultural record-keeping and inventory centers, museums, and the Ministry of Education. The Dominican Republic, the requesting country for this project, sent 7 (seven) professionals and served as host country as well a partial sponsor for the realization of the one-week workshop. Chile provided 2 (two) instructors, 1 (one) of whom came from the Chilean Documentation Center for Heritage Assets (Centro de Documentación de Bienes Patrimoniales de Chile) and the other of whom came from the Library, Archives, and Museums Division (Dirección de Bibliotecas, Archivos y Museos) of the aforementioned Center in Santiago. The Republic of Chile served as the driving force behind the expertise in SUR’s soft-ware skills training and theoretical program content for this workshop. At the time of this evaluation in Santo Domingo, in an interview at the Centro de Documentación, there was no baseline data available on the Chilean intellectual property which constituted the basis of the SUR workshop didactic materials. Nonetheless, the Chilean Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

20 computerized “model” of the SUR program provided the classroom architecture for the four day workshop held in Santo Domingo’s Ciudad Colonial from the 8-15 March 2003. 2.3

Expected Outputs

This project has economic and social outputs which are the "goods" and "services" that emerge from the project. A number of selected professional will be taught specific information about the Sistema Unificado de Registro and will be taught and trained to use the SUR system to keep an inventory, register and record cultural assets of their respective countries. The project’s investment in the educational service of teaching and training provided by Chilean instructors is expected to produce more educated professionals in the blended area of culture and technology. The Central American and Caribbean professionals who participate in the SUR project will have acquired information and skills to disseminate or “diffuse” and as such, they will become “multipliers” in their home markets in Central America and the Caribbean. It is important to understand that new knowledge is a “good” that is produced from this investment choice the resources of which (both physical in the form of computers and human, in the form of instructors) have been allocated to educational services provided for the countries that participate in the project. In sum, new knowledge and enhanced human capital are “goods” that are expected from this project. Through the process of educational services or the deliberate and thoughtful use of teaching and training in a one-week workshop, sector specific professionals will emerge with an understanding and some sort of cognitive perspective about how to manage and administer a digitized system to manage cultural heritage assets in their respective country institutions. The specific teaching methods or techniques that are used in the educational services provided in this project by the Chilean instructors will be outlined in section 2.4 under “project activities”. It should be noted that there is no specific timetable envisaged in the project design as to when these goods and services will be “multiplied” in other markets. In conclusion, with the assistance and facilitation of two Chilean instructors the SUR project aims to produce the following specific outputs: • •

•

One week of hands-on workshop completed 22 technicians, of which twelve participants from the Dominican Republic and 10 from other target region countries 1 , will be trained to manage and run SUR and its data base and who, putatively will serve as "9 multiplier agents" upon return to their respective countries. Installed computerized system to inventory, record and register cultural heritage assets

There are three specific benefits that are projected to be obtained from the SUR project activities:

1

The other targeted regional countries are Guatemala, Nicragua, Costa Rica, Panama, El Salvador, Honduras, Haiti, and Puerto Rico. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

21 • • • 2.4.

By training professionals in new technology they will acquire more technical knowledge and information about their historical legacy in the targeted region; A network of communication amongst the countries of the targeted region will be established to inter alia protect cultural heritage assets and to reduce illicit trafficking of said assets; The cultural heritage database will be used as support material to include cultural heritage information in educational curricula and in sustainable tourism program content. Project Activities

In order to achieve the stated goals and objectives of this project a “plan of action” with a set of activities and components was designed. Each project component revolves around a prioritized set of activities. The following Table I depicts the Project's proposed plan of action in order of stated priority. TABLE I PROPOSED PLAN OF ACTION for the SUR WORKSHOP-COURSE Component

Activity

•

Installation of registry and record-keeping • data base system Training on how system works • Coordination among countries of the target region Practice sessions •

•

Guided visits

•

Case Studies

• • •

•

Oral presentations and audiovisual overheads that explain how the system works Group practice sessions

Harmonization of registry and recordkeeping criteria and information in-take to build inventory Guided visits in the capital city of Santo Domingo with participants to museums and libraries; to the Centro de Inventario de Bienes Culturales to see what methodological or practical needs the system has in these venues • Presentation of registry and recording methods carried out to date in other participating countries

Conclusion: Impart sustainable knowledge to Conclusion: Set up system and instruct install standardized system in host country participants how to do the same in the institutions of their respective countries The aforementioned components in the SUR workshop project activities are specific

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22 to the projected objectives for the project’s specialized participants and its expected outcomes. 2 For example, by imparting knowledge and providing practice sessions on the SUR system the participants of this project will be trained to use the SUR system; and once the system is installed in the participating countries of the target region, the expected outcomes, according to the project document, from the project activities are: Implementation of a digitized instrument to inventory, register and record all moveable and immovable cultural heritage assets in the Dominican Republic, the host country, and in Guatemala, Nicaragua, Costa Rica, Panama, El Salvador, Honduras, Haiti, and Puerto Rico. The participating beneficiary countries are expected to return to their native countries and serve as “multipliers” of the knowledge acquired in their own professional institutions. Because the project is multinational in nature, the installed computerized capacity lends itself to networking cultural heritage data bases and in so doing, to sharing information and keeping track of cultural assets to reduce and/or help prevent the illicit trafficking of cultural heritage assets.

‰

Building intellectual capital that emphasizes the importance of cultural heritage of the people of the targeted region and that of all humanity. In additional to imparting technical knowledge to participating professionals who will serve as “multipliers” in their native countries, once inventories of cultural assets are registered and recorded in the participating Central American and Caribbean countries, the information can raise people’s awareness about the importance of their historical legacy and their national cultural wealth. This knowledge can be included in educational curricula throughout the targeted region and specifically in the Dominican Republic’s national projects, “Patrimonio Cultural Dominicano Tangible e Intangible en el Sistema Educativo Nacional” and “Patrimonio Cultural en Manos de los Jovenes”, sponsored by the United Nations Education, Scientific and Cultural Organization (UNESCO) in cooperation with the Dominican Secretary of State of Education, The Secretary of State of Culture and the Secretary of State of the Environment. 3

‰

2.5 Project Funding In accordance with recommendations from the Inter-American Agency for Cooperation and Development and as agreed by the Organization of American States’ Special Multilateral Fund of the Interamerican Council for Integral Development (i.e., Fondo Especial Multilateral del Consejo Interamericano, FEMCIDI) the Executive Plan for the SUR project was submitted to the Dominican Technical Under-Secretariat on December 20, 2003. The following Table II depicts the sources of funding agreed by the Organization of American States and the Dominican Republic to implement the project, "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe".

2 Outcome is understood as the desired situation after project completion as products are used by the immediate and future beneficiaries. 3 Informe Final, letter dated 21 March 2002, from Dr. Cesar Iván Ferias Iglesias to Dr. Milagros Ortiz Bosch, Vicepresident of the Republic; unpaginated document; 2003.

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23 TABLE II Funding for "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe"

FEMCIDI CONTRIBUTION $21,650.00 US DOMINICAN GOVERNMENT $25,108.17 US TOTAL $46,758.17 US

3.

Evaluation Findings

3.1

National/Regional Context of the Sector

3.1.1

General understanding of the concept of cultural heritage

Because the Curso-Taller project “SUR” has as its unit of analysis “cultural heritage” a working definition is appropriate. According to the World Bank, “cultural heritage encompasses material culture, in the form of objects, structures, sites and landscapes, as well as living (or expressive) culture as evidenced in forms such as music, crafts, performing arts, literature, oral tradition and language. The emphasis is on cultural continuity from the past, through the present and into the future, with the recognition that culture is organic and evolving.” 4 The term “cultural heritage” has not always encompassed the same things. At one time it referred exclusively to the monumental remains of culture. This “material heritage” included significant archeological remains of pre-Columbian cultures such as for example, in Guatemala where there are approximately 200 Maya items in the jungle of Petén, most of which still have traces of architecture. 5 Cultural heritage as a concept has gradually come to include new categories such as the intangible, ethnographic or industrial heritage so that the notion has changed in order to express more aptly a more global and holistic approach that includes both tangible and intangible cultural assets. In addition to ossified tangible assets from the past such as architectural creations there is an additional dimension of cultural heritage that includes such intangibles as acts of creation and representation (the performing arts, rites, festive events and the plastic arts) and processes of transmission (the ways of society, traditional skills and knowhow, beliefs and practices relating to nature), as well as the fluctuating content of creativity (languages and oral traditions). There is a close relationship between intangible and tangible cultural heritage assets for UNESCO states that, “Beyond the quest for the components of the intangible heritage, the concept related to it has taught us that tangible vestiges cannot be appreciated in their own right 4 5

www.icom.org/bank.html www.international.icomos.org/risk/guate_2000.htm

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24 but necessarily in relation to others and through an understanding of their interactions with their physical and non-physical environments, both natural and human. The importance we attach to this new dimension…shows that the notion of heritage only has a meaning when it chronicles the diversity and complexity of human creativity.” 6 For the purposes of this report, “cultural heritage” in the Dominican Republic consists of tangible moveable and immovable cultural heritage assets. These might include such objects as stone artifacts, traditional historic furniture, sculptures, paintings, and decorative items from churches such as stained glass windows, colonial buildings and other tangible assets. 3.1.2

Overview of the Importance of Cultural Heritage in Latin America and the Caribbean Region

As diverse as Latin America and the Caribbean are, so too is the region's cultural heritage and the need to ensure that attention is paid to the growing concerns about the fate of the region's wealth. As recently as July 26 and 27, 2004 representatives of Organization of American States' civil society organizations met in Santiago, Chile and after discussing and analyzing the thematic areas for the Second Meeting of Cultural Ministers and Senior Authorities of the Organization of American States (OAS) and considering the UNESCO Draft Convention on the protection of the diversity of cultural contents, they reaffirmed the importance of cultural production in their consultation workshop. Accordingly, the representatives underscored that "culture is the ultimate goal of society and requires cross-cutting interaction with social and economic policies that contribute to the full development of human beings". The OAS views on culture further attests to the importance of this sector. The organization views culture in a holistic way and considers it as “a means for human development and a fundamental tool for economic growth and job creation.” 7 To this end, culture is understood as an important part of public policy since at the first Meeting of Ministers of Culture, held in Cartagena de las Indias, Colombia, in July of 2002, much emphasis was placed on cultural diversity and incorporating culture into public policies throughout the Americas. As stated: “Reconocemos a las políticas culturales gubernamentales que preservan y promueven la diversidad cultural como un factor fundamental del desarrollo social y económico de nuestros países y un mecanismo clave en la lucha contra la pobreza y el mejoramiento de la calidad de vida. En este sentido reconocemos la necesidad de darle mayor preeminencia a las políticas culturales en las agendas de política nacional de los países del Hemisferio.” 8 Similarly, the Ministers and High Authorities of the hemisphere met for the second time in August 23 y 24, 2004 in Mexico to define joint priorities and analyze and discuss the most pressing challenges in the area of culture.

6

portal.unesco.org/culture http://www.oas.org 8 Freely translated the consultant renders this version: “We recognize governmental cultural policies that preserve and promote cultural diversity as a basic component of social and economic development in our countries and as a key tool in the fight against poverty and improvements in the quality of life. To this end, we recognize the need to give greater primacy to cultural policies on the national political agendas of the countries in the hemisphere.” www.oas.org/usde/english/cpo_cult. 7

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25 Alongside the OAS, there are other Inter-American institutions that have voiced interest in this area of sustainable development. For example, the Inter-American Development Bank (IDB) has evinced interest in the area of culture as it relates to cultural heritage and its preservation. The IDB has been active for three decades in the preservation of cultural heritage, supporting programs in Argentina, Belize, Bolivia, Brazil, Ecuador, El Salvador, Honduras, Panama, Peru, Dominican Republic, Uruguay and the 'Mundo Maya', which includes Central America and parts of Mexico. In addition, the Bank has financed seminars and studies to exchange knowledge in this area. Further concern is present too, because there is a growing interest on the Bank’s borrowing member countries to invest in the preservation of their heritage. For example, since 1984, Honduras has had a Law for the Protection of the Nation's Cultural Heritage; it was reformed in 1997 (Decree 220-97). 9 This is a response to growing concerns about the fate of the Region’s rich cultural heritage in view of the globalization trends. The pressures of development and the lack of effective protection policies threaten cultural heritage assets that, if well preserved and properly utilized, can make significant contributions to development. 10 With efforts made to pay attention to culture and cultural heritage, organizations are increasingly conceptualizing cultural heritage as an asset with significant potential to shore up the socioeconomic development process. In this regard, at the Generally Assembly in Panama in 1996, OAS member states agreed to establish a general framework to create an “InterAmerican Cultural Program” to reaffirm the importance of culture for regional integral development. Similarly, in 2002, Italy was slated to establish a trust fund of 2,582,000 euros to help preserve the cultural heritage of Latin America and the Caribbean, reflecting the growing awareness of the links between cultural heritage and sustainable socioeconomic development. 11 In 2005 the Interamerican Foundation for Culture and Development, to be headquartered in the United States, will open its doors with monetary contributions from the private sector, governments and the Inter-American Development Bank. 12 While these international efforts are being made to highlight culture and the potential of cultural heritage there are still challenges in making known cultural heritage assets in some developing countries of Latin America and the Caribbean because of the lack of any digitized 13 registry or record-keeping system to inventory, register and record cultural heritage assets. This shortcoming in record-keeping runs the risk of leaving national and regional assets unprotected on the one hand, unknown, undervalued, and endangered on the other. While on the one hand there are organizations in the Caribbean region that deal with gathering, keeping and disseminating cultural information about cultural heritage assets such as The Cultural Information System for the Caribbean and Latin America (http://quiovvannabolivar2.virtualave.net), MAC, the Museums Association of the Caribbean (www.tcmuseum.org/museums association of the Caribbean.) or ILAM, the Instituto Latinoamericano de Museologia (www.ilam.org), it should be noted that the dearth of 9

http://international.icomos.org/r http://www.iadb.org/exr/am2000/seminar05a.htm 11 Idem 12 www.oas.org/udse/espanol/prensa2.html 13 The word digitized and computerized are being used interchangeably in this report. 10

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26 standardized digitized record-keeping systems for the cultural heritage of the larger Caribbean region has been widespread. 14 This modern-day shortcoming was the subject of earlier efforts to correct the situation. The non-governmental organization, CARIMOS (www.carimos.org), an organization established some twenty years ago to research and disseminate information on architectural cultural heritage in the region, established its own inventory system in December 2001. Then, with the assistance of the European Union, CARIMOS helped to establish the Centro de Inventario de los Bienes Culturales del Gran Caribe in Santo Domingo, Dominican Republic. In 2001 the Dominican Republic moved a step farther and signed a bilateral cooperation agreement with the Republic of Chile through their ministries of culture. Chile agreed to facilitate training to implement the digitized Standardized Record-Keeping System (SRS) to Inventory Register and Record Cultural Assets 15 at the National Center of Cultural Heritage Assets in the Dominican Republic. Upon agreement, a training workshop, partially funded by the OAS, was planned to teach and train nine countries in the region about this digitized inventory, registry and recordkeeping system known as the Sistema Unificado de Registro - SUR. Because the countries of Central America and the Caribbean share common cultural and social threads, it is assumed that implementation of this training project on how to digitally record and register cultural heritage assets will also serve a broader purpose in the region and particularly amongst the participating countries of Central America and the Caribbean: (a) that cooperation in the field of culture will lead to increased consciousness about national identities, historical legacies and the rich cultural heritage in the region and, (b) that in the long run these efforts will strengthen local artistic creativity through information sharing in general and possible digitized information sharing in particular, as well as (c) have the potential to shore up needy economies, arrest theft and illicit trafficking in cultural goods and thus, decrease further sociocultural and economic impoverishment. Furthermore, consciousness about identities, legacies and cultural belonging can be said to be a prerequisite for a democratic development in societies in which a measure of balance in ethnic equity is sought. In this light, the challenge of democratic development is to find mechanisms to ensure that the majority of people not only have access to but also represent local creation, production and preservation so that true diversity of cultural goods and services are at the disposal of the nation. 16 It is in the context of the foregoing overview about the importance of culture and cultural heritage in the Caribbean region that this training project, "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe" to record such assets took place.

3.2

Relevance of the Project

14

http://www.international.icomos.org/risk/2001_spa.htm The Sistema Unificado de Registro (SUR) has been freely translated into English as the Standardized Record-Keeping System (SRS) to Inventory, Register and Record Cultural Assets. 15 16

Informe Final, Curso-Taller Sistema Unificado de Registro SUR para el Inventario y Catalogación del patrimonio Cultural de centro America y el Caribe, page 7 (unpaginated orgininal document); 2003.

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27 3.2.1

Targeting appropriate population and activities

The "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe" targeted its participating population and its activities well based on (1) the technical background of workshop participants, the specialized nature of the workshop content and associated perception of relative insecurity connected to a lack of any common systematized computerized data base of cultural heritage assets (2) and the goals envisaged for the region to know, disseminate, conserve and preserve moveable and stationary tangible assets; and to network the information and virtually connect the appropriate professionals in the region. The strength of the project’s population targeting lies in the pre-selection of candidates whose professional curricula vitae and background were relevant to the course material and enabled beneficiaries to effectively grasp the material presented. The selection of participants was based on the following criteria: ‰ ‰ ‰ ‰

Be related directly to museum and library projects Manage computer data, graphic and word processing programs; Manage peripherals such as digital cameras, scanners, zips, etc; Report-writing to describe the status of library and museum registries

Because the aim of this project is to implement a digitized system that standardizes and consolidates inventory, registers and keeps records of cultural heritage assets in Central American and the Caribbean as well as to establish a network to communicate information in the region, the inclusion of such a diverse set of candidates increases the scope of regional participation and country information exchange as well as strengthens the ability to potentially network SUR’s standardized system within a relatively broad Spanish-speaking geographic spread. In interviews at the D.N.P.M sector specialists mentioned the potential impact of such connectivity: to shore up the project’s long-term goal to increase information sharing in the region, and thus, decrease illicit trafficking of cultural assets. The activities carried out in the SUR workshop were well targeted and support the rationale of the SUR workshop to implement a computerized system and train beneficiaries in management skills to use and manage the system. For example, participants practiced using the computerized system. They also paid visits to institutions such as museums that will potentially use the computerized system to inventory, register and record their own cultural heritage assets. Table III in Annex IV provides the specific course content. Much to the credit of the D.N.P.M. management and its staff, in interviews held at the D.N.P.M headquarters the consultant learned that the Director of the D.N.P.M. was able to overcome the immediate effect of the budget constraint by calling on inter-institutional cooperation with the Secretary of State of Education who, through its ”Aulas Virtuales para la Enseñaza” (AVE), loaned the workshop 22 (twenty-two) computers. 3.2.2

Relevance to country and regional reality

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28 The SUR project context are relevant and tally with current Dominican public policy because the project outcome is relevant to the current Dominican government’s efforts to reform and modernize the Dominican state. CONARE, the Consejo Nacional de Reforma del Estado, an agency established in 2001 by the President of the Dominican Republic, aims to reorganize and increase efficiency in that country. 17 The benefit produced by the SUR project, i.e. digitizing cultural systems, are part of modern-day forms of communication and represent a strength in the project’s vision to increase efficiency to build inventories of known cultural heritage assets, monitor them and decrease illicit trafficking of such assets. Culture. Also, in keeping with the Dominican government’s “Plan Decenal de Cultura”, drafted by the Secretary of State for Culture in 2002 and the “Ley de Protección de los Bienes Inmuebles”, 18 the SUR workshop successfully implemented a digitized instrument, trained human resources and in so doing, (1) emphasized culture as an important public policy axis in the country’s social and economic development; (2) built intellectual capital to manage and protect some of the country’s cultural wealth, and (3) increased the country’s capacity to preserve and conserve its heritage. According to Dominican Law 41-00, promulgated in 2000, the Secretary of State for Culture was established and decentralization processes were put in place to manage national culture. 19 As recent as 1998, criticism was launched at the culture sector in the Dominican Republic because cultural activities and related resources were concentrated in the urban capital city. 20 The SUR project has reversed this trend and increased decentralization by (1) moving financial resources and cultural activities hitherto concentrated in Santo Domingo and (2) successfully implementing and using the SUR system in the three aforementioned provinces of the country. As to the regional relevance of this project, it is clear that the Dominican Republic’s efforts to more systematically record and thus “preserve” its cultural heritage serves as a point of reference for other countries in the Americas region. While on the one hand it is difficult to generalize about the possible problems, needs and conditions for the artistic and cultural heritage in a region as large and diverse as Latin America and the Caribbean, it is reasonable to highlight that the SUR project underscores the importance of using information management systems to maintain cultural heritage assets in the region. 21 The SUR system inventories and records extant assets and thus, there is more likelihood that what is known to exist will be protected. While many Latin American countries have time-worn policies and institutions that govern the protection of their cultural wealth, other than Chile, no evidence was found that points to a digital system that enhances record-keeping, conservation and protection capabilities throughout the region and that, further has the potential to provide a network of information amongst countries for the same purpose. In light of the SUR project, The Dominican Rpublic now shares the position of a crusader of sorts alongside Chile because the ability to digitally keep track of 17 18

www.gov.com.do

The “Plan Decenal de Culture” is loosely translted as the the Ten Year Cultural Sector Plan and the “Ley de Proteccion de los Bienes Culturales Inmuebles is similarly loosely translated at the Law to Protect Stationary Cultural Assets. 19 E-mail communication with CIBC, 8 October 2004 20 Idem, 19 October 2004 21

http://palimpsest.stanford.edu/bib/wbaker/paper3.html.

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29 cultural heritage assets is a powerful and modern way of conserving and managing wealth. In this regard, the region’s countries, such as the Central American countries that participated in the project, and others can hope to emulate the experience and potentially adopt the digitized system for long-term cultural heritage asset use. 3.3

Effectiveness of the Project

3.3.1

Population prior knowledge and participation

Though this report does not focus more extensively on the project population per se, it should be noted that it is impossible to measure the extent to which the population might have had any difficulty in grasping the course content taught or how much more or less the beneficiaries would have learned from the SUR workshop vis-a-vis their baseline knowledge. It is however, reasonable to infer from the participants’ level of education and professional field that they would easily understand the course content and thus be able to become effective “multipliers” to disseminate the information learned upon return to their home country. As further regards the effectiveness of targeting the sector specific population to benefit from the SUR workshop-course, it should be noted that the coordinator of the SUR workshop invited Haiti, with whom the Dominican Republic shares the island of Hispaniola. In formal talks with the director of the Dirección Nacional de Patrimonio Monumental and his colleagues, the consultant learned that because of Haiti’s unstable political situation at the time of the workshop, the Haitian participant was unable to attend the SUR workshop. 22 During interviews the consultant was assured that repeated efforts had been made to include the Haitian participant in the SUR workshop. At this writing, there is no record of whether the Haitian candidate from the Instituto del Patrimonio Nacional (ISPAN), ever received any information or course material regarding SUR after the course was completed. According to e-mail communication 23 and interviews with the management of the CIBC in Santo Domingo, despite efforts to communicate with the Haitians no replies were ever forthcoming from that country regarding workshop participation. To date, there are no known efforts to follow-up with that neighboring country candidate to explore and pursue possibilities for future technical cooperation on cultural heritage issues as taught in the SUR project workshop. This point regarding the presence of the Haitian candidate is important because the Dominican Republic and Haiti share a common border which is porous. Any unmonitored flow of goods and services might hinder achieving one of the long-term goals of the SUR project, i.e. to decrease the illicit trafficking of cultural heritage assets across national borders. First, it must be considered that Haiti’s absence might put the Dominican Republic’s neighbor at a disadvantage in terms of its ability to keep abreast of the technological know-how and information to curb or prevent the illicit trafficking of cultural heritage assets. Secondly, according to the international projects coordinator of the SUR project and her 22

The evaluator met with the Director of the Direccion Nacional de Patrimonio Monumental, Dr. Cesar Ivan, Architect Japonesa Capellan, Coordinator for International Projects in the aforementioned Dirección and Architect Nirva Fonduer, Coordinator of the Centro de Inventario de Bienes Culturales de la D.N.P.M. 23 Dated 25 October 2004, from [email protected] Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

30 colleagues, Haiti suffers from a particularly high incidence of theft of Haitian cultural assets. Haiti’s absence from this workshop indicates that Haiti may continue at risk and not develop its human resource base to work in partnership with other Caribbean countries to combat this situation on an institutional level. For reasons of force majeur the Panamanian candidate was unable to attend the workshop at the last minute. There is no documentation or other evidence that explains this absence or financial management of monies associated with it. The original list of candidates included Puerto Rico, to serve as an observer country with a female participant from the Museums and Parks Program of that island nation. While an observer country to possibly oversee and also learn the SUR course content was part of the project design, the evaluator found no documentation describing the actual role to be played by a country with “observer status” in a course some of whose components involved “hands on” exercises. Though the Puerto Rican candidate lauded the excellence of the workshop in a letter sent to the Dominican authorities after conclusion of the workshop, there is no evidence that describes whether or not Puerto Rico only observed the SUR workshop, was there to review and /or report on the workshop, monitor its activities or actually participate in the hands-on applications to also be a “multiplier” and thus, help achieve one of the goals of this project upon return to Puerto Rico. 3.3.2

Regional Coverage

Though the SUR project design refers to “Central America and the Caribbean”, the English and Dutch-speaking Caribbean were not contemplated to be a regional partner to participate in this round of the workshop. Notwithstanding the Dominican project implementors’ budget constraints, this shortcoming limits the project’s long-tem regional effectiveness and decreases its regional impact because of geographic limitations to Spanish-speaking participants only. The long-term impact of excluding the English and Dutch-speaking Caribbean from the initial project design is to undermine increased consolidation of pan-Caribbean regional partnerships in this sector which at this juncture, takes away from more all-encompassing regional institutional connectivity and the SUR’s long-term goal of “networking the system” to know, manage, preserve and conserve cultural heritage assets in the wider Caribbean region. Furthermore, it should also be noted that overlooking the English and Dutch-speaking Caribbean falls short of the general overarching precepts that inform OAS funded development projects as stated in the Organization of American States’ Strategic Plan for Partnership for Development, 2002-2005. 24 3.3.3

24

Operations

Strategic Plan for Partnership for Development, OEA/SER.W/II.6 CIDI/doc.6/01Rev. 1 Corr 1; 9 January 2002

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31 The operational responsibility for the SUR project workshop lies with the Chilean instructors, a gender-balanced team of sector specialists, who taught the workshop course material. Madame was responsible for teaching the specific characteristics of the SUR program and coordinating the hands-on sessions. Her colleague taught more general and conceptual aspects about documentation for collections. In a visit to the Centro de Inventario de Bienes Culturales (CIBC), the consultant was introduced to the information management system and saw the installed SUR tool up and running. The objective of teaching technical skills to the project beneficiaries was achieved because the SUR computer program is a user-friendlly, effective and practical tool: it includes an uninterrupted screen and includes 5 (five) menus each of which is divided into submenus that make data management easy given the specific categories used to inventory, register and record cultural heritage assets. For example, the SUR program includes and makes available to program users categories for identification, description, context (i.e., archeological, architectonic, style, theme, etc.), documentation and management (of events, exhibits, location, rights, etc). During the in-country visit for this evaluation, the consultant observed that the CIBC serves as the institutional clearinghouse for information in the Dominican Republic and will also be responsible for technically supporting the SUR system, consolidating data, and reviewing information to ensure consistency, veracity, and sustainability of the SUR program in the Dominican Republic. The only risk to achieving a broader spread of Spanish-speaking regional participation for the SUR project was a decreased amount of monies allocated for this project from OAS/FEMCIDI funding since the original amount requested for the SUR workshop was $36,101.00 US and the amount received was $21,650.00. 25 The effect of this budget cut whittled down the number of projected participants from 22 requested to 13 actual participants. The long-term effect of this budget cut was to (a) decrease the number of potential multipliers envisaged in the project design and (b) decrease the immediate possibility of purchasing hardware as permanent infrastructure in the workshop. 3.3.4

Effectiveness of the workshop-course methodology.

The workshop methodology stressed “learning” and “training”, based on a mix of theory concerning concepts of cultural heritage and practice sessions using the computerized system to inventory, register and record cultural assets. The immediate implementation of theory learned is a way of capturing, using and enforcing information on the spot. A methodology that transfers information and provides hands-on experiences to use immediately is more likely to have a greater impact and be more effective in the long run than one that provides theory alone. Such a methodology reflects a process of learning which emphasizes skills acquisition and onthe-spot performance.

25

Project document OEA/SER.W/XV.2.6 CIDI/CENPE-II/doc.04/02; p.8.

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32 The D.N.P.M. administered a survey to get feedback about the service delivery and client satisfaction regarding the quality of the workshop activities. When asked their opinion, 26 100 per cent of the participants gave favorable views about the quality of the workshop. In written feedback reviewed by the consultant, the beneficiaries said the workshop was excellent and very effective because it taught them practical new skills and gave them new knowledge to apply in their respective professional activities in various museums, information centers, archives, churches or other entities having to do with cultural heritage. According to the beneficiaries, the workshop was well designed and well organized. Specifically, local representatives from different public and private institutions in the host country, the Dominican Republic, received training and benefited from the SUR project: 3 (three) technical professionals from the C.I.B.C. were trained and thus, the C.I.B.C. was able to build capacity by implementing the SUR system in-house. Only one workshop participant said that more “hands-on” time using the system and fewer country case studies would have been helpful during the actual workshop sessions. However, when asked if the SUR system could be implemented in their respective countries, 100 per cent of the participants said the system, albeit with some tweaking, could be implemented in their country in institutions such as libraries, museums, churches, central banks, universities, and information clearinghouses. The Chilean instructors/facilitators support that opinion and underscore the need to harmonize language and adapt the system according to local/national situations. 3.3.5

Delivery of the system

According to the instructors, participants in the SUR workshop were able to learn and manage the computerized system as taught in the classroom course by way of hands-on sessions. In a demonstration session, the evaluator saw trained Dominican technicians ably using and explaining the effectiveness and efficiency of the SUR computer system. 27 The effectiveness of the system, for example, resides in the ability of the SUR system to digitally “document” cultural heritage assets. By virtue of the SUR system we understand that a recorded “asset” is only “cultural” because there is information about it. This stored information about cultural heritage assets increases the probability of retrieving a stolen “cultural” asset precisely because documentation exists. A major strength of this project and its activities is that beneficiaries from the Dominican Republic, made up of sector specialists from the CIBC and the D.N.P.M.’s Department of International Projects participated in the design and implementation of the SUR project. While the Central American participants played no role in project design, according to an OAS questionnaire administered to the International Projects Department, there was ample and productive coordination between the Chilean technical professionals, who prepared the technical and didactic part of the workshop, and the Dominican professionals who were responsible for providing human, financial and technical resources, all of which made it possible to successfully implement the project and achieve its short-term objectives. 26

The question asked to all participants was “Que le parece el Curso-Taller?”, in Informe Final, section “Consideraciones Finales del Curso por los Paticipantes”. 27 A description of the SUR system is in Annex V. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

33 3.3.6 Effective capacity building The goal of the SUR project was to implement a computerized standardized inventory, registry and record-keeping system and train sector professionals to use and manage it. The success of the SUR project lead to an important outcome: the project builds up individual, institutional and system-wide capacity that fosters the participation of multidisciplinary actors. The aspect of “capacity building” was not well developed during the project design phase. It is however, an important outcome of the project. It is interesting to note that “capacity” is defined as “the ability of individuals and organizations or organizational units to perform functions effectively, efficiently and sustainability. This implies that capacity is not something static or passive but rather, part of a continuing process and that human resources are central to capacity development. Capacity is the power of a system, an organization or a person to perform or produce something.” 28 The SUR workshop reflects the upgrading of both human as well as the institutional capacity development since capacity development emphasizes the overall system, environment or system in which individuals, organizations and societies operate and interact. In this regard, a hallmark of the SUR project is based on the mechanism of counterpart funding from the Dominican government. The financial resources enabled the Dominican project planners to move ahead with this project and implement it with the assistance of international facilitators and other Dominican institutions that provided support for the project’s implementation and subsequent institutional capacity building. For example, because the CIBC and other Dominican organizations sent sector specific professionals to the workshop, these institutions are now equipped with trained staff and appropriate computer software for them to know, register and record cultural heritage assets. Such institutions now have the ability to better protect cultural heritage and when appropriate, upgrade the SUR and in so doing, sustain the didactic results of the project. Human resources are also central to capacity development. The project design stressed increasing individual professional capacity to manage information about tangible moveable cultural heritage assets. In this regard, the performance of the SUR project achieved an increase in individual participant capacity by training a total of 13 (thirteen) beneficiaries in specific computer skills and imparting specific sector knowledge to better manage cultural heritage information. All 13 beneficiaries received certificates of completion for this workshop. This aspect of increased capacity outcome is not well developed in the original project document and thus takes away from the project design’s analysis about the projected impact achieved in the SUR project. This gap in the project design undervalues the increased organizational quality management of information systems that obtains for institutional beneficiaries and overlooks the increased individual management style for managing cultural information that obtains for individual beneficiaries. The project design does not take into

28 United Nation Development Programme, Capacity Assessment and Development, Technical Advisory Paper No.3, Management Development and Governance Division, January 1998; p. x

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34 consideration the general productive work environment that is associated with the successful implementation of this project. Failure to mention these “capacity points” in the project document is a gap that not does not take away from the general impact on institutional capacity building offered by the project’s implemented system throughout the Dominican Republic. According to the Director of the CIBC, thus far the collections from (1) the Fortaleza San Felipe museum in Puerto Plata province, the (2) Casa Fuerte de Juan Ponce de León museum in La Altagracia province and the (3) Alcázar de Colón museum in the Ciudad Colonial, in Santo Domingo (capital city) have been incorporated into the SUR system. The Departamento Nacional de Arequeologia (Arqueology Department ) in the D.N.P.M. has commenced its registries by using the SUR program as well. SUR has not however, been applied to inventories of immovable cultural assets, since it was originally designed for movable assets. 3.3.7

The multiplier effect rendered ineffectual

While the SUR project’s success is not being judged solely on the technical target performance outcomes of the potential multipliers and their implementation of the SUR system in their respective countries, a weakness should be noted in that the original project design overestimated the performance and the short-term impact of the workshop outside the Dominican Republic. In this regard, the SUR workshop activities did not produce verifiable outputs on the “multiplier effect” since to date there is no indication of how and when the beneficiaries will be more than theoretical multipliers in their home countries to use the skills and knowledge learned. In sum, to date only the Dominican Republic enjoys a bilateral cooperation agreement with the Republic of Chile, therefore no other beneficiary was in a position to leave the workshop with SUR software. The lack of software makes it impossible to (1) implement the SUR system for the intended purpose in any other participating country or (2) be a “multiplier” to disseminate the full breadth of technical knowledge about the SUR system and its practical aspects as a management tool upon return to the home country in Central America. 29 In this regard, the project goal of providing a “multiplier effect” by way of the beneficiaries in the respective participating countries upon completion of the workshop remains unfulfilled. In interviews with the members of the D.N.P.M, the CIBC, and the resident Chilean ambassador in the Dominican Republic, they emphasized that they hope this goal will be realizable in a possible future phase of this project in accordance with and depending on individual country initiatives to engage in negotiations for technical cooperation agreements with the Republic of Chile. 3.4

Efficiency of the Project

3.4.1

Sound financial management

29

Idem, e-mail correspondence with one of the Chilean instructors, 13 October 2004.

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35 According to financial records reviewed, a very strong point in the use of funds received to implement the SUR project underscores efficient financial management in both spending policies and the ability to effect savings by the D.N.P.M. The director of that institution was able to (1) be exonerated from Dominican airline taxes for airline tickets bought for 6 (six) participants and 2 (two) instructors; (2) get preferential hotel rates for the international participants via the Asociación de Hoteles de Santo Domingo; and (3) have the costs of snacks and beverages during workshop breaks covered by Dominican private sector companies, such as the Embotelladora Dominicana, Industrias Banilejas and the Asociación de Hoteles de Santo Domingo. In interviews with the director of the D.N.P.M. and the international coordinator to implement the SUR project, from the counterpart funds of $$25.108.17 US, the director effected savings in the amount of $ 5,347.23 US. 4 (four) Galaxia computers were purchased. This aspect is important insofar as it concerns transparency, accountability and a reinvestment of funds to sustain the project. It is a strong point in support of the internal leadership skill of the Director of the D.N.P.M. The record-keeping of the project as carried out by the D.N.P.M. was transparent and meticulously documented. 3.4.2

External leadership and communication

In the documents reviewed it is clear that the coordinator of international programs from the D.N.P.M, the implementing agency, and the director of the same office strived to accomplish more than just delivering the mandated service. For example, they lead outside the organization and involved multi-disciplinary actors in the community, when they contacted and networked with private sector partners to donate services to contribute to the smooth flow of project implementation. It seems reasonable to say that both intra-institutional and inter-institutional communication contributed to the success of this project because the leadership of the D.N.P.M. was able to maintain relationships across a broad spectrum of public and private sector groups as noted above. It must be noted that though there are no arithmetic figures calculated here for any potential loss on investment, it could be posited that a full return on investment from international participants in the project will be reduced because of the immediate constraints related to their lack of software and absence of bilateral technical cooperation agreements with the Republic of Chile 3.4.3

Computer program.

Although the SUR computer program has not been able to generate the expected graphic implementation at this juncture, a strength of the project is that the installed computerized system has generally increased the ease and speed with which individual beneficiaries research, take inventory, register and record cultural assets; reduced the multiplicity of recordkeeping systems; and reduced document duplication. In conclusion, the project is efficient because it allocated resources in a well-balanced way to involve public and private sector actors and in so doing, effect savings. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

36 The SUR computer system is efficient because it (1) modernizes information and data management by reducing the amount of time it takes to process and store data and it (2) provides an easily retrievable (digitized) standardized database to know and monitor cultural assets. 3.4.4

Communication efficiency

The activities and outcomes of the SUR project are a local and international priority when it comes to making known and protecting cultural assets in the region from illicit trafficking. Though these modern technological and administrative conditions are propitious for local and international information networking about cultural assets in the region, that expected goal has yet to be achieved in the target region as of this writing because of the aforementioned beneficiary drawbacks. There is thus a disparity between SUR’s actual short-term project goals achieved and those that are still expected as described in the project design. 3.5

Sustainability of the Results Achieved

3.5.1

Selection of technical specialists

The choice of architects, archivists, museum specialists, and researchers, underscores the specific technical background of the participants’ professional training and underscores favorably the project’s serious approach to the sustainability of its didactic results. Though efforts in the past have been made to create registers and regularly update and maintain them, the region does not necessarily enjoy the concept of long-term planning in the public sector to support such efforts. In the case of Honduras for example, the government’s short-term political agendas might weigh more heavily in the cultural heritage sector because of a public official’s personal interest but there is no guarantee that in a following government term the earlier cultural sector interest or planning will be continued. Thus, the choice of technical specialists for this workshop suggests that these specialized citizens will not tumble out of a government’s term in office and will be in a position to ensure sustainability of the workshop’s course content over time. 3.5.2

Subtracting multipliers and software

While the successful teaching of beneficiaries who gained technical skills and knowledge about the SUR system and how to implement the SUR computer program in their respective institutions at home represents an objective achieved, it must be noted that the technical target to provide home countries with “multipliers” by way of the trained beneficiaries is remote at this writing because of complications described below. In interviews at the C.I.B.C. the consultant learned of a shortcoming in the project. A complication that became apparent at the close of the workshop-course is that the SUR model software was not given to any other participating country besides the Dominican Republic. In interviews with the project coordinator and the resident Chilean ambassador in Santo Domingo and according to e-mail correspondence with one of the Chilean instructors of the SUR workshop, the Chilean digitized standardized model to inventory, register and record cultural heritage assets is Chilean intellectual property the use of which is impossible to have without a Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

37 bilateral cooperation agreement with the Republic of Chile. The lack of such a relationship with Chile compromises the sustainability of beneficiary educational results for the international (i.e.) Central American) participants. Irrespective of these complications, the project document defines a “multiplier” objective, but specifies no timetable for any “multiplier effect” to take place. The project design offered no estimates nor was there any indication in the project design as to how this multiplier effect would be measured once the beneficiaries returned home. In interviews at the D.N.P.M. the consultant learned there has been no follow-up correspondence between the beneficiaries and the host country project officials since the workshop ended in 2003. It should be considered that these oversights compromise the sustainability of the project’s intent and its achievements in Central America. 3.5.3

Technological challenges

Questions about keeping abreast of technological updates of the SUR program in the Dominican Republic on the one hand, and the sustainability of technological know-how for the purposes of this project in participating countries, on the other, are of concern. While the Dominican Republic has a bilateral cooperation agreement with Chile and could request local follow-up to upgrade its SUR system and related knowledge should the need arise, other participating countries neither have the software nor enjoy such a relationship with Chile as ascertained at the time of the evaluation visit to Santo Domingo. Given this profile it can be inferred that participating countries run the risk of losing some of the dimensions of the system learned since they cannot apply it in practice at home. This observation indicates that the Dominican Republic is more likely to more easily overcome a technical challenge posed by the SUR system, should the system undergo any changes, than will counterpart SUR beneficiaries who do not possess the software. Upon completion of the workshop, the D.N.P.M. was obliged to return the borrowed computers on loan from the Ministry of Education. While on a ‘micro’ scale individual participants benefited from this project’s hands-on exercises with available computers in the workshop, on a ‘macro’ scale the generalized dearth of computer hardware in the Dominican Republic makes it more difficult for institutional beneficiaries such as libraries, museums, archival clearinghouses and other national institutions (as represented by the individual Dominican set of participants) to immediately reap the net benefits of the projects’ outputs. Lack of computer hardware represents a technical constraint that retards further implementation and use of the SUR project outputs in the Dominican Republic. While the absolute sustainability of this project is not compromised in the Dominican Republic, the dearth of computers makes it impossible to further support the project in a broader scope of institutions in that country.

3.5.4

Networking and sustainability

International networking. Though networking, especially international networking, is mentioned as an expected outcome in the design of the project no mention is made of any potential Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

38 organizations with which the host country could network. For example, references to possible international candidate organizations such as ICCROM, the International Centre for the Study of the Preservation and Restoration of Cultural Property, are absent. 30 There is no evidence as to whether or not the Dominican SUR system is networked to any museum or entity in Chile. In interviews at the D.N.P.M. the consultant learned there is an ongoing close relationship between the Dominican CIBC and its Chilean counterpart, the CDBP, Centro de Documentación de Bienes Patrimoniales. Dominican sector specialists also periodically receive international information regarding the illicit trafficking of cultural assets from ICOM, the International Council of Museums. At the time of the evaluation there was no international networking of the SUR system from the Dominican Republic commented on. Region-wide networking. Region-wide computer networking with the beneficiary countries is impossible through the SUR system because at this stage there is not enough ownership of software to obtain this expected outcome. None of the course beneficiaries from Central America own the software and are thus, unable to implement the SUR system to network between themselves or other neighboring individual or institutional beneficiaries in the region. There is strong reason to believe that the SUR project results in the Dominican Republic will be sustainable because, despite the aforementioned shortcomings of the SUR project, it must be emphasized that the project has had a noteworthy impact both technologically and administratively in the Dominican Republic. By (1) standardizing and consolidating criteria 31 , (2) implementing a digitized system that replaces a hitherto manually recorded system to inventory cultural heritage assets of this Caribbean island and (3) training professionals to use the system, the SUR project’s target objectives were fully met in the Dominican Republic and favorably reflect “value for money” for the resources committed to the project in that country. In conclusion, although the SUR program in particular has not been able to generate the expected graphic implementation at this juncture, the strength of the project is that it has generally increased the ease with which individual beneficiaries research, take inventory, register and record cultural assets; reduced the multiplicity of record-keeping systems; and reduced document duplication in the Dominican Republic. 3.6

Best practices, lessons learned and factors of success; difficulties

3.6.1

Best practices

Sector focus in keeping with national development policies. In the light of Dominican government laws, the SUR project serves to illuminate the state’s sectoral investment in culture as an instrument of economic management in the country. The Dominican Republic’s national development policies place importance on culture as a sector to be fully developed to build the country’s economic and social landscape. ‰

30

www.iccrom.org, ICCROM aims to improve the quality of conservation practice as well as raise awareness about the importance of preserving cultural heritage 31 According to the questionnaire replies, there are some limitations in the standardization and the consolidation of critera for registering national i.e. , Dominican cultural assets, but no documentation was found that describes or defines how to to measure the extent to which this might impact the overall performance of the system. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

39 ‰ International technical cooperation agreements in force. The mutual understanding about the importance of preserving cultural heritage between the host country and the Republic of Chile paved the way for implementation of this project. ‰ Leadership interface with public and private enterprises. The Association of Hotels and the Secretary of State for Culture provided logistical support. Dominican private sector companies, such as the Embotelladora Dominicana, Industrias Banilejas covered some of the costs for food and beverages used during the workshop. This generalized support system in Santo Domingo contributed to the entire fabric of inter-institutional interaction ‰ National support via Inter-institutional cooperation. This project demonstrated strong inter-institutional cooperation towards the common purpose of implementing this project. In a letter dated 9 April 2002 the Secretary of State for Education signed a letter offering support to the Director of the D.N.P.M. and promised to follow-up with the Undersecretariat of Technology and Information Systems regarding the SUR project. 22 (twenty-two) computers were requested and provided from the Secretary of Education’s “Aulas Virtuales” program.

The National Office of Museums and other institutions participated. Museums such as the Museo Bellapart, the Museo Alcázar de Colón, the Museo de las Casas Reales and the Museo Subaquático participated as did the Centro de Inventario de Bienes Culturales (CIBC) with visits to their premises to view and study their museum and document collections. Other institutions such as the Secretary of the State for Tourism provided cultural support; and the Secretariat for Technical Cooperation under the Office of the President. In sum, the general surrounding context in which the SUR project was implemented underscores a strong national support system that utilized and strengthened existing capacities, rather than to start from scratch. While the SUR project was multinational in nature, the enabling environment was Dominican and its contextual systemic strength emphasizes Dominican intersectoral participation in a comprehensive and integrative manner. ‰ Sound financial practices carried out/Efficient use of program resources and accessibility. The Director of the D.N.P.M and the project implementing agency were able to effectuate savings by entering into agreements with the Dominican private sector that helped to defray costs such as that of food and beverages.

As read in the project‘s final reports provided by the D.N.P.M., the designated participants made use of the museum visits as part of the on-site experiential learning exercise to have an idea of the Dominican Republic’s cultural assets and where the SUR computerized system could be implanted. Access to these facilities underscores that (1) the program activities proved consistent with the design and intent of the workshop-course project and (2) the scheduled visits to the target institutions matched the backgrounds of the beneficiaries in the project. ‰ Appropriate participant and instructor selection to learn new hands-on skills. Sector specialists from Chile with proprietary knowledge about the SUR computer system were qualified to impart knowledge and implement the project in the Dominican Republic.

3.6.2

Lessons learned

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

40 ‰ Fewer case studies. It should be pointed out that the usefulness of underscoring potential outcomes and benefits at the project design stage is to help project planners and implementers decide on the activities that are most likely to fulfill the objectives of the investment. For example, when comparing museum visits or case-study presentations to handson activities, it would have been helpful to refer to the objective of training in SUR computer program skills when determining priorities in project activities. In the light of beneficiary responses, it can be concluded that fewer case studies would have better suited the objective of learning and using the SUR computer system. ‰ Appropriate field activities. While the SUR project design did not weight any activities according to their importance in terms of content or time spent on them for learning the computer program skills, it did provide a framework of field activities for organizing relevant cultural heritage information and seeing possible end-points for system application by way of museum visits. It is important to match specific project activities with specific project projected outcomes.

3.6.3

Factors of success

‰ Cross-cutting levels of capacity building. The success of the SUR workshop Methodology is that it considers capacity at both the individual level and the entity level, including interactions on both levels within the generalized countrywide cultural heritage system in the Dominican Republic. For example, the CIBC, which is responsible for general cultural heritage management to plan, program, coordinate and supervise research; inform, disseminate local and international information regarding cultural heritage and maintain international contacts, sent its director to the SUR workshop to update her professional sector specialization and increase her management skills for the benefit of the organization. ‰ Strong network of inter-institutional communication between public and private sectors shored up the overall efficiency of this project.

3.6.4

Difficulties

‰ Non-harmonized language. According to e-mail correspondence with one of the Chilean instructors, the one difficulty encountered in delivering the course content and seeking standardization of the SUR system had to do with the use of non-harmonized language since the diverse Spanish-speaking group had different reference terminology for some of the concepts discussed. At this writing, Chile is working to overcome this linguistic challenge ands is in fact working to produce a Thesaurus. 32 ‰ Failure to receive full target participation. Through no fault of the project, the potential beneficiaries, Haiti and Panama, were unable to attend the SUR workshop-course. Though there is no documentation that explains the Panamanian absence, in interviews the consultant learned that political disruption in Haiti at the time of the project contributed to that country’s failure to send a participant.

32

e-mail correspondence with Chilean instructor, Daniel Quiroz, dated 13 October 2004.

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

41 It should be noted and taken into consideration that additional audiences can be reached at possibly no additional cost so that the target population defined during the planning and development of the project can be adhered to. 4.

Conclusions on the performance of the project

4.1

Balance in project policy design

SUR policy design overestimated the region-wide impact of the project outputs. Because of that ambition, two things can be said about the project goal. First – the project by itself may not be enough to attain the project goal. In the SUR project the goal of producing “multipliers” who truly disseminate project benefits upon return to home countries was unattainable because intellectual property issues and international agreements precluded that outcome. Second – The statement of the goal does not imply when it is going to be reached and become “operational”. In the case of the SUR project, international beneficiaries in Central America may have to wait substantial time before they become “functional multipliers” because that status will depend on a third party and if and when negotiations unfold. Because the putative multipliers will remain “dormant” until new international relationships are negotiated and established with the project facilitators, it must be considered that funding for these multipliers could have been re-allocated to use for increased coverage of the project outputs in the host country, the Dominican Republic. 4.2

Unintended bias

The geographical scope of the SUR project reached Central America and only one Caribbean country. Haiti, a second Caribbean country did not participate. The program planning did not contemplate a wider Dutch and English-speaking Caribbean audience to participate in the SUR project, thus creating a geographic bias in favor of Spanish-speaking beneficiaries. While this fact in no way affected the operational performance of the project such a limited client-base affects regional participation to the extent that some groups will be “out of the loop” and thus unable to assist in developing efforts to sustain the all important project goal of arresting illicit trafficking in cultural heritage assets in the Caribbean region. 4.3

Smooth flow of operations

The SUR project ran smoothly during its implementation in the Dominican Republic. Because Chile and the Dominican Republic enjoy a technical cooperation agreement to use Chilean intellectual property for this project, the project suffered no inconveniences in implementation in the Dominican Republic. However, there are two aspects that are of concern as regards operations implementation in Central America: (a) proprietary claims on data and (b) subsequent multiplier effects of this project. 4.4

Record-keeping

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42 By decentralizing the use of the SUR program, there is more likelihood that feedback loops of information amongst institutions involved in heritage preservation will be kept intact regarding what assets are in the country, which ones can be used for educational purposes and which may be subject to theft and illicit trafficking. 4.5

Potential net benefit of project: economic and social impact

By successfully completing the SUR project the Dominican Republic and its sector specific institutions are in a position to inter alia: ‰ ‰ ‰ ‰ ‰

‰

4.6

Expand and diversify the income-earning potential of its tourism industry by exploring sustainable cultural tourism possibilities based on cultural heritage; Develop vocational courses and projects to train youth for productive employment in heritage preservation; Provide technical advisory assistance as required for framing legislation and public policy regarding the preservation of cultural heritage; Implement modern public information, documentation, library and reference systems on cultural heritage in a cross-section of institutions; Establish channels of dialogues to make citizens and especially young people, more positive participants in the preservation, conservation and protection of sustainable cultural heritage processes; and Promote regional and international involvement for the protection of cultural heritage assets to red Long-term performance benefits

The project reviewed delivered positive results on three levels of capacity building.

4.7

‰

Individual level. The impact of the SUR program, i.e. the digitized record-keeping system is to (1) change individual management style to deal with cultural heritage issues; to (2) increase the capacity of sector specific beneficiaries to know inventory and track known assets and (3) increase sector-specific software knowledge to digitally know and disseminate educational information and other pertinent information between individuals and entities in the Dominican Republic and such international organizations as Interpol, to retrieve stolen assets.

‰

Entity level. The impact of the SUR program, i.e. the digitized record-keeping system is to (1) increase core organizational strategic management capacity for cultural heritage preservation; (2) increase rational coordination of cultural heritage activities within the individual entity and its counterparts (3) increase interactions with broader system and “cultural stakeholders” in the host country; and (4) increase the productive work environment.

‰

System level. The impact of the SUR program, i.e. the digitized record-keeping system is to (1) acquire new knowledge and skills to meet evolving challenges regarding the preservation and conservation of cultural heritage assets throughout the host country. Synergy

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

43 The aforementioned cross-cutting capacity outcomes provided a platform for productive synergy to work with (1) local projects in the Dominican Republic such as the “Registro del Cadastro Nacional Georeferenciado” proposed by the Supreme Court of Justice and the “Sistema de Protección del Patrimonio Cultural Dominicano” 33 and (2) such institutions as the Museo del Niño. 5.

Recommendations

5.1

General

5.1.1

Clarity

The undefined “observer status” of Puerto Rico underscores the need to define this category of beneficiary so that use of FEMCIDI and/or other funds allocated for participating stakeholders and activities avoids becoming a questionable budget line item of expenditure, is financially managed in the most efficient manner and ensures some return on investment from a beneficiary who is expected to serve as a multiplier upon return to the home country. 5.1.2

Service utilization

A useful tool in the project planning and design stage is a “service utilization plan” which depicts the sequence of events through which the target population is expected to make contact with the project, become engaged and most importantly maintain involvement to fulfill the project’s long-term goals. Because this project is multinational in nature, one must be mindful to not only define target population roles such as “observers” during implementation, while using the project’s services, but also before and after the project’s implementation to understand how and when “observers” can complete a continuation of intended services as described in the project’s objectives. 5.1.2

Extended regional coverage

In keeping with the title of this or any project, when dealing with the Caribbean sub-region, increased Caribbean participation is recommended to achieve the current need to exchange information and network management information systems for a common purpose. 5.2

Specific recommendations relevant to SUR project stakeholders

5.2.1

Project design

Care should be taken to research the status of intellectual property ownership before implementation of information technology projects.

33

These projects are mentioned in the CIBC participant’s set of feedback conclusions about the project.

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44 Care should be taken to properly assess “implementation ability” of outputs by beneficiaries so that efficient use of funding can be considered for possible resource re-allocation at the planning stage of the project. Timing is an important variable to consider. Care in the project design must be taken to include more indicators and measurable objectives and their relationship to the goals. The requesting country should consider designing components to encourage civil society participation and the growth of countrywide social capital 5.2.2.

Financial support for public policy

Continued resource mobilization in the private sector will help to expand planned budget investments. In order to ensure further implementation and follow-up of the SUR digitized system throughout the Dominican Republic and to overcome budget constraints that have precluded purchasing needed hardware, such as computers, for follow-up and expansion of the SUR system as part of a cultural policy tool in the Dominican Republic, a second tranche should be made available for a Phase II of this project. It is recommended that a second tranche will strengthen possibilities for the Dominican Republic to develop a cultural heritage niche and become the Caribbean “hub” for SUR system knowledge and computer networking for cultural heritage. It is suggested that the CIBC serve as a coordinating unit a second SUR phase. 34 5.2.3.

Enhancing capacity effectiveness

Care should be taken during project design to project the extent to which implementation of project outputs will be possible during and after the project 35 , especially one that involves management information systems across borders. It is suggested that the important aspect regarding “multiplier effects” be given some attention by requesting country project planners before implementation. Continued integration of more than one sector, by developing multi-disciplinary education materials, in second phase design to help disseminate newly acquired knowledge and increase awareness about the importance of cultural heritage, identity and creativity among youth at primary and secondary levels to build country capacity and intergenerational equity. For capacity building to be on-going, i.e. keep beneficiaries knowledge at “state-of-the-art” level, periodic computer program “training of trainers” in SUR content is recommended in the Dominican Republic.

34

Given the success of the SUR project, the Dominican Republic has a modern mechanism and sector-specific knowledge that can be further decentralized throughout the country and shared in the broader Caribbean region. 35 This may involve reviewing the life-cycle of the project. Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

45 To build regional capacity: vocational training, regional development and the use of digital content relating to culture. As a valuable resource shared by everyone, cultural heritage is protected at both national and regional level. 5.2.4.

Reporting and follow-up

Short-term monitoring by sector specialists to note project shortcomings during implementation helps the evaluation process, which is not an ex post process alone. It is suggested that the implementing agency examine ways to increase involvement of incountry technical representatives who can liaise with sector specialists to assist in ongoing monitoring to increase adjustments during the course of project implementation. It is suggested that deadlines be established for beneficiary follow-up contacts so that implementing agencies can maintain contacts and be kept abreast of sustainability of project outputs for international beneficiaries. Encourage possible preparation of Memorandum of Understanding to be drawn up between Chile and the other participating countries to obtain software and the capacity to implement SUR in respective country and achieve planned “multiplier” outcome. 36 5.3

Recommendations to Organization of American States

5.3.1 Project Proposal Document Care should be taken to streamline the project document format: clarify and distinguish project goals (more general outcomes), project objectives (more specific targets), project timetables, project indicators and project methodology so proponent countries have a clear understanding of the differences and in that regard, clearly delineate project processes (methodology or strategy to achieve a specific objective), measurable indicators and project short and long-term goals. Increase Organization of American States involvement of country office in project to develop a monitoring function. Provide training where appropriate.

36 This initiative has the potential to increase opportunities for other Caribbean and Central American countries to modernize their management information systems for cultural heritage on the one hand, and networking solutions with the Dominican Republic in a common cause, on the other. Such an initiative is in keeping with the current strategic plan of CIDI to facilitate the exchange of information, experiences and knowledge.

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

46 Project Summary Performance Assessment

A. Project Profile Title: Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación

del Patrimonio Cultural de Centro América y el Caribe Budget:$21.650.00

Over 100,000

Duration: 1 week

1 year

Under 100,000 2 years

3 years

4 years

Sector: Culture Project Type:

National

B. Project Assessment

Multinational

Poor

Average

Good

Excellent

1. Project Relevance

X

2. Project Effectiveness

X

3. Project Efficiency

X

4. Project Sustainability

X

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

47 ANNEXES ANNEX I METHODOLOGY The consultant gathered information and data about the projects from a wide array or sources during the evaluation and tested activity-based methodologies to conduct the evaluation. The methodology consists of general information gathering techniques and specific field-based consultation techniques. •

Secondary information gathering techniques - pertinent project document and file reviews of selected projects; review of documents related to the context and issues specific to the sector of the project for specific country/countries involved in the project and/or for where project is to be evaluated

•

Primary information gathering techniques - in-depth conversational (informal) interviews, meetings, group facilitated sessions at OAS headquarters (where necessary and appropriate) and in the field

•

Beneficiary assessment (BA) will be used in the field. While BA is often used at the identification and design stages of project development, the consultant will adapt this approach to consult with project beneficiaries and other project stakeholders in the field to obtain feedback about the projects and the implementing institutions. BA is an investigation of the perceptions of a systematic sample of beneficiaries and other stakeholders to ensure that their concerns are heard and incorporated in the evaluation and any subsequent policy formulation that might possibly emerge as a positive externality of the project. A guide of questions for semi-structured interviews will be developed to cover key themes.

Information will be collaborative and involve, at different stages of the evaluation process, main parties such as: •

The IACD/OAS offices in Washington, DC

•

Donor institutions

•

The National Liaison Office (ONE) in the country that implemented the project

•

The implementing institutions

•

Project beneficiaries

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

48 ANNEX II SOME SECONDARY SOURCES OF INFORMATION

1. 2.

VI Reunion CENPES – Dominican government website OEA/Ser.W/XV.2.6 CIDI/CENPE-II/doc. 04/02 21 septiembre 2002 (Original:Spanish)

3.

Rendicción de Cuentas 6 CD series from the D.N.P.M.

4.

See expanded Bibliography

Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

49 ANNEX III QUESTIONNAIRES A. ORGANIZATION OF AMERICAN STATES QUESTIONNAIRE

Preguntas principales y preguntas secundarias relacionadas

Indicadores / tipos de información y datos a recopilar

• ¿Cuán congruente es el Grado de coherencia del proyecto con: proyecto con las prioridades - las políticas del gobierno con referencia al sector establecidas por las políticas del gobierno y los programas para - las prioridades y plan de acción (explícitas o sin formular) del gobierno en el sector este sector? - Es congruente con el “Plan Decenal de Cultura”, elaborado por la Secretaría de Estado de Cultura en el año 2002, de la cual la Dirección Nacional de Patrimonio Monumental es parte. - Dentro de este Plan Decenal está la Ley de Protección de los “Bienes Inmuebles”, que incluye el inventario, catalogación y categorización de todos los Bienes Inmuebles de la Nación.-l • ¿El proyecto ha tenido en Grado de coherencia y complementariedad del proyecto con: cuenta, en su concepción, lo - los planes y actividades de los donantes internacionales en que otros donantes, este sector instituciones locales están los planes y actividades de las instituciones y organizaciones haciendo en el sector? locales en el sector - El proyecto ha tenido en cuenta las actividades y planes de los países de la región involucrados en la Capacitación del Seminario-Taller, como son los Centros de Inventarios de Centro América y el Caribe.- Ha tomado en cuenta los planes y actividades de las instituciones locales como son: los Museos, Centros de Inventarios, Bibliotecas. También los planes de la Secretaría de Estado de Educación, debido a este proyecto se enmarca dentro de los ejes curriculares de esta Secretaría y del proyecto el Patrimonio Tangible e Intangible en el Sistema Educativo Nacional.,

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50 Preguntas principales y preguntas secundarias relacionadas

Indicadores / tipos de información y datos a recopilar

• ¿Cuáles son las necesidades y Descripción de: problemas que aborda el - Características del entorno (institucional, político, económico, proyecto? principales actores que participan) en el que el proyecto se lleva a cabo En la actualidad el Centro de Inventario de Bienes Culturales (CIBC) de la Dirección Nacional de Patrimonio Monumental (DNPM), ambas dependencias de la Secretaría de Estado de Cultura (SEC), dan seguimiento a la aplicación del proyecto. El entorno político se caracteriza por la instalación de nuevas autoridades gubernamentales, evaluándose en la actualidad la política cultural estatal en función de los recursos económicos asignados en el Presupuesto General de la Nación al Ministerio.

- Necesidades y problemas específicos que aborda el proyecto - Seguimiento a la capacitación local, equipamiento institucional (público y privado) tanto del CIBC como de las demás instituciones beneficiarias del proyecto.

- Beneficiarios previstos - Públicos (CIBC, museos, archivos, bibliotecas, Dirección General de Bienes Nacionales y demás instituciones públicas poseedoras de bienes culturales) y privados (museos, archivos, bibliotecas, coleccionistas, entre otros) • ¿Estas necesidades y - Percepciones de los beneficiarios previstos de la importancia problemas son considerados relativa de las necesidades y problemas que aborda el una prioridad por los proyecto beneficiarios? - La gestión financiera de ayudas de los sectores públicos y privados, nacionales e internacionales, actuará en beneficio de la solución a las necesidades y problemas anteriormente citados.

- Nivel de participación de los beneficiarios en la concepción y ejecución del proyecto

- Alto, participando el CIBC junto al Departamento de Proyectos Internacionales bajo la Dirección General de Patrimonio Monumental desde sus inicios • ¿Fue el diseño del proyecto Nivel de calidad / idoneidad de: apropiado para lograr sus metas - Análisis / conocimientos anteriores del contexto, capacidades, y resultados? necesidades, problemas, condiciones y riesgos

- Estrategias, enfoques y actividades concebidas para abordar los problemas y responder a las necesidades identificadas

- Recursos (humanos, financieros, materiales) planificados para ejecutar el proyecto

- El diseño del proyecto se elaboró de manera satisfactoria y cumplió con las metas y resultados esperados

- Esto fue logrado producto de una buena coordinación con los técnicos chilenos que elaboraron la parte técnica y didáctica de la capacitación y la República Dominicana organizó los recursos humanos, financieros, materiales y equipos, que permitieron los logros esperados.-

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51 Preguntas principales y preguntas secundarias relacionadas • ¿Cómo concuerda el con el foco establecido áreas prioritarias en Estratégico pertinente período?

Indicadores / tipos de información y datos a recopilar

proyecto Nivel de concordancia del proyecto en relación con el foco, como para sus se establece en el Plan Estratégico, para el ‘área prioritaria’ el Plan específica en la que se basa el proyecto para el • El proyecto concuerda con el área prioritaria especificadle proyecto, dentro del desarrollo científico e intercambio de transferencia de tecnologías, en el área prioritaria especifica del proyecto • Desarrollo científico e intercambio de transferencia de tecnologías: en el sentido de que promueve el entendimiento de la ciencia y la tecnología necesarias. •

• ¿Concuerda el proyecto con las prioridades establecidas en el Programa Interamericano en vigor para el período?

Además apoya la formación de capital humano de alto nivel para el desarrollo de la investigación en ciencia y tecnología y la innovación

Nivel de concordancia de los objetivos del proyecto con las prioridades establecidas en el Programa Interamericano correspondiente Los objetivos del proyecto concuerdan con las áreas de: en las demás áreas prioritarias del Plan Estratégico • Cultura: Con el fin de contribuir con la preservación de la memoria colectiva y del patrimonio histórico y cultural de los Estados miembros, a través de la capacitación en el registro de los Bienes Culturales Patrimoniales de la región. • Educación: Con el fin de contribuir con el esfuerzo de fortalecer y ampliar las temáticas en los sistemas educativos de la región, introduciendo el patrimonio cultural, para concienciar a la población y reforzar la identidad, el entendimiento, y el respeto mutuo entre los pueblos. • en la/s institución/es ejecutora/s • Fortalecimiento de las instituciones democráticas: con el fin de promover el uso de la tecnología, la cooperación, el intercambio de formación, experiencias y mejores prácticas, para la existencia de instituciones gubernamentales efectivas y eficientes. • a nivel de país/es (según corresponda) • Con la unificación del sistema de registro se contribuirá a fortalecer el desarrollo cultural de los países participantes ya que a través de la red internacional de inventario de los bienes culturales patrimoniales se podrán realizar programas educativos, de concienciación y revalorización del patrimonio cultural y se podrá promover dentro del turismo de la región las rutas culturales nacionales para el desarrollo económico de los diferentes pueblos.a nivel regional/sub-regional (según corresponda) • Desarrollo sostenible del turismo: con el fin de adoptar y captar la tecnología, la información y la comunicación como herramienta para el desarrollo sostenible del turismo cultural

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52 Preguntas principales y preguntas secundarias relacionadas

Indicadores / tipos de información y datos a recopilar

• ¿Cuáles son los resultados Descripción detallada de todos los resultados reales inmediatos (producto) eficazmente por medio de las actividades del proyecto logrados por el proyecto?

logrados

• ¿Cuáles son los resultados Descripción detallada de los efectos y cambios causados por el reales (efectos) a medio plazo proyecto a medio plazo sobre: Capacitación de técnicos locales logrados por el proyecto? representantes de distintas instituciones públicas y privada; capacitación de tres (3) técnicos del CIBC; instalación e implementación del “SUR” en el CIBC; actualización de cuatro (4) inventarios de bienes culturales; coordinación inicio inventario bienes culturales de dos (2) instituciones privadas; adquisición de dos (2) ordenadores para el CIBC.

- la situación de los beneficiarios El proyecto ha facilitado la sistematización de la investigación (inventario) del patrimonio cultural local, reduciendo el tiempo y los procesos producidos por los sistemas manuales de registro empleados con anterioridad. - las condiciones imperantes antes de la ejecución del proyecto Registros manuales; multiplicidad de sistemas; mayor tiempo en registros; limitaciones en la reproducción de la documentación, limitaciones en la documentación digital; limitación en la documentación gráfica por la falta de su actualización. • ¿Cómo se comparan los Grado y naturaleza de las diferencias, de haber alguna, entre los resultados y efectos logrados resultados y efectos reales del proyecto y aquellos esperados, tal con los resultados esperados? y como se describen en el documento del proyecto y su marco lógico Existe un alto grado de concordancia entre los resultados y efectos reales del proyecto y los esperados. Se espera continuar con su seguimiento a partir de la segunda etapa propuesta (evaluación de la implementación por parte de los facilitadotes chilenos) coordinándose una segunda jornada de capacitación local que viabilice la revisión e instalación correcta del sistema adquirido • De haber disparidades entre lo - Condiciones, elementos específicos, causas de diversa que se esperaba y lo que se ha naturaleza que han afectado a la implementación del proyecto logrado, ¿cuáles son las causas tal y como se había planificado En el ámbito local, la falta de de estas disparidades? recursos económicos para la continuación de la ¿Afectan estas disparidades al multiplicación en la capacitación local; falta de logro de los resultados equipamiento de las instituciones beneficiarias. En el generales del proyecto? ámbito internacional se requiere un mayor apoyo intergubernamental que faciliten acuerdos bilaterales con la República de Chile antes de la implementación del proyecto.

- Nivel de diferencias – positivas o negativas – de haber alguna, entre los resultados generales esperados y los resultados reales del proyecto El nivel de diferencias entre los resultados generales esperados y los resultados reales del proyecto es positivo

- Nivel de éxito (o fracaso) general del proyecto El nivel de éxito general del proyecto es alto, cumpliéndose los propósitos de su planificación.

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53 Preguntas principales y preguntas secundarias relacionadas

Indicadores / tipos de información y datos a recopilar

• ¿Hay algún resultado - Naturaleza de los resultados imprevistos, a diversos niveles, imprevisto? De ser así, ¿cómo logrados mediante la implementación del proyecto En el afectan estos resultados al logro aspecto tecnológico, el sistema no ha podido generar la de los resultados generales implementación gráfica, posiblemente por su instalación. esperados del proyecto? En el nivel de multiplicación e implementación, la falta de recursos económicos ha limitado la capacitación del personal de las demás instituciones públicas y privadas y la adquisición de equipos informáticos, indispensables para su seguimiento

- Naturaleza del efecto(s) de aquellos resultados inesperados sobre el éxito general del proyecto Limitación en la sistematización y unificación de criterios en los registros de los bienes culturales nacionales; limitación en el conocimiento y protección del patrimonio cultural nacional • Las actividades del proyecto, - Nivel y naturaleza de la participación de los diversos actores ¿son de propiedad local? interesados en el proyecto, incluidos los beneficiarios, en la concepción e implementación del proyecto

- Las actividades del proyecto son de prioridad local e internacional, en cuento que la participación de los diversos actores incluidos con la protección, concienciación e inventario de los Bienes Culturales Patrimoniales tanto nacional como de Centro América y el Caribe. • ¿Existe un compromiso local de - Naturaleza, nivel de recursos necesarios para mantener, recursos suficientes para procurar los beneficios/resultados del proyecto (de ser mantener los aplicable) Los recursos necesarios para el mantenimiento y beneficios/resultados, de ser beneficios del proyecto provienen de los fondos públicos aplicable? asignados a la Secretaría de Estado de Cultura a través del Presupuesto General de la Nación, así como de ayudas del sector privado.

- Disponibilidad eficaz de estos recursos una vez el proyecto se ha completado La disponibilidad eficaz de los recursos depende de la Secretaría de Estado de Cultura y el sector privado. Como incentivo a la inversión de este último se ha propuesto una Ley de Mecenazgo y el Plan Decenal de Desarrollo Cultural 2004-2013. Este último propone la asignación de fondos especiales para el fortalecimiento del CIBC en relación al inventario de los bienes culturales muebles e inmuebles que integran el patrimonio cultural de la Nación. • ¿Hay capacidades - Nivel de uso eficaz de los resultados logrados por el proyecto institucionales adecuadas para Alto, ubicándose, conociéndose y valorándose el mantener los resultados y hacer patrimonio cultural dominicano a través de la un uso continuo de los mismos? sistematización y unificación de criterios en el registro y catalogación de los bienes culturales que lo integran.

- Naturaleza, nivel de capacidades de las instituciones interesadas, para mantener y usar eficazmente, en el futuro, los resultados del proyecto Pública y privada, con personal pendiente de capacitación y falta de equipamiento en la mayoría de los casos • ¿El entorno nacional/local es - Diferentes factores conte4xtuales que facilitan o impiden el conducente al mantenimiento de mantenimiento de los resultados logrados Limitaciones en la los resultados? capacitación del personal (debe saber manejar recursos y equipos informáticos); falta de equipamiento en las instituciones

- Nivel de influencia eficaz de estos factores sobre el mantenimiento de los resultados logrados Nivel de influencia alto, requiriéndose establecer condiciones previas para la optimización de los resultados esperados Report on "Curso Taller Sistema Unificado de Registro (SUR) para Inventario y Catalogación del Patrimonio Cultural de Centro América y El Caribe", OAS/IACD Alison Moses VIII-X/2004

54 Preguntas principales y preguntas secundarias relacionadas

Indicadores / tipos de información y datos a recopilar

4. Eficacia del proyecto • ¿Los recursos planificados eran - Descripción de los recursos planificados (humanos, adecuados y se hizo un uso financieros, materiales) eficaz de los mismos para lograr - Nivel de idoneidad de los recursos para lograr los resultados los resultados esperados? - Nivel de correspondencia adecuada entre los recursos y las necesidades/problemas que aborda el proyecto

- Nivel de uso eficaz de los recursos para lograr los resultados - Los recursos planificados, tanto humano como financieros y materiales fueron adecuados y se involucraron en la donación a instituciones nacionales que tienen que ver con la protección de los Bienes Culturales, que aportaron recursos financieros, equipos y apoyo logístico para el evento, como son:

-

La Secretaría de Estado de Turismo La Secretaría de Estado de Educación El Secretariado Técnico de la Presidencia La Asociación de Hoteles La Secretaría de Estado de Cultura La Dirección Nacional de Museos.

• ¿La información financiera - Examen de toda la información financiera producida relacionada con el proyecto es - Nivel de amplitud, exactitud y fiabilidad de la información completa, exacta y fiable? financiera producida

- Nivel de conformidad con la información requerida y con los procedimientos de los informes financieros del FEMCIDI

- La información financiera contiene todos los gastos incurridos en el proyecto, con copia de todas las facturas y cheques emitidos a la cuenta del proyecto, que avalan el Informe Financiero, el cual se encuentra dentro de los Informes Financieros del FENCIDI. • ¿La gestión del proyecto se - Nivel de idoneidad de las políticas y prácticas financieras y de realizó con la prudencia y gestión de contratos utilizadas eficazmente en la gestión del probidad adecuadas? proyecto

- Indicaciones, de haber alguna, de mala gestión. - La gestión financiera se realizó de acuerdo a las políticas y prácticas establecidas y la prontitud de la aprobación de los recursos y entrega de los mismos por parte de la Oficina de la OEA, facilitó el desarrollo del proyecto. • ¿Se establecieron - Descripción de los procedimientos y sistemas de gestión procedimientos y sistemas de establecidos en el proyecto para administrar, monitorear y gestión sólidos para la presentar información ejecución, monitoreo y - Nivel de conformidad de dichos procedimientos y sistemas con presentación de información del procedimientos y sistemas sólidos reconocidos proyecto? - El proyecto consistió en una actividad única, en que se presentó la solicitud inicial y luego el Informe Final, de acuerdo a los procedimientos establecidos. • ¿Cómo se comparan los costos - Nivel de conformidad entre los costos reales del proyecto y las del proyecto con las cotas de cotas de referencia pertinentes (donde/cuando sea viable) referencia pertinentes, teniendo - Los costos reales del proyecto estuvieron acorde con los en consideración los resultados costos de referencia pertinentes, al punto de que se logrados? reportó un saldo a favor del proyecto.

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55 Preguntas principales y preguntas secundarias relacionadas

Indicadores / tipos de información y datos a recopilar

• ¿Los gastos del proyecto fueron - Nivel de correspondencia entre los gastos reales y los gastos los planificados, y de haber planificados variaciones significativas, están - Idoneidad de la justificación, de haber cualquier variación estas variaciones totalmente significativa entre los gastos reales y los gastos previstos justificadas? - Los gastos reales estuvieron en total correspondencia con los gastos planificados, en el entendido de que se planificó la donación de recursos de las instituciones nacionales involucradas y la República de Chile, que a través de un Acuerdo Bilateral con la República Dominicana, donó la Capacitación del Curso-Taller.• ¿Cuáles son, de haber alguna, Prácticas más exitosas en cuanto a: las ‘prácticas óptimas’ - la metodología para diseñar y planificar el proyecto observadas en el proyecto? - La metodología del intercambio de información experiencia entre todos países involucrados.

y

- la elección de estrategia, enfoque y recursos - La estrategia de realizar un convenio bilateral con la República de Chile para la Capacitación e implementación del Sistema de Registro.

- las opciones técnicas - Involucrar la Secretaría de Estado de Educación, para la aportación de los equipos y las tecnologías a través de un programa de Aulas Virtuales para la Enseñanza (AVE).-

- las sinergias / cooperación establecida con otros actores interesados en la(s) cuestión(es) / sector que aborda el proyecto

- Involucrar a todas las instituciones interesadas en la conservación del Patrimonio Cultural, como la Secretaría de Educación, la Secretaría de Turismo y la Secretaría de Cultura y su Dirección de Museos.-

- las actividades de varios tipos en el proyecto: metodologías de capacitación, introducción de nuevas tecnologías, apoyo institucional, etc.

- Introducir en la capacitación tanto la proyección visual a través de pantallas gigantes, como también el Sistema computarizado y de de red de información.-

- la

gestión general; incluyendo todos procedimientos, sistemas establecidos

-

los

tipos

de

la gestión del riesgo, adaptabilidad al cambio

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56 Preguntas principales y preguntas secundarias relacionadas • ¿Cuáles son las principales lecciones aprendidas o que deberán aprenderse de la ejecución y los resultados de este proyecto?

Indicadores / tipos de información y datos a recopilar

Principales lecciones aprendidas o a aprender en las siguientes áreas:

- gestión del proyecto - A) La integración en el proyecto de las instituciones locales e internacionales (Centro América y el Caribe), que tienen que ver con Inventarios y Catalogación de Bienes Culturales, para la Capacitación e intercambio de experiencias.

- B) La respuesta rápida de la OEA con la aprobación de los Fondos, que facilitó que los costos no se afectaran

- resultados logrados (esperados y no esperados) - Se logró una buena Capacitación y Sistematización de la información

- El empleo de nuevas tecnologías - El intercambio de experiencias tanto a nivel de registro como de Capacitación

- La unificación de criterios en cuanto a Inventario y Catalogación. • ¿Qué factor(es) contribuyeron al Lista de los principales factores de diferentes tipos que ejercieron logro de los resultados una influencia importante en el éxito del proyecto esperados del proyecto? El Acuerdo Bilateral de la República de Chile

La

El

El El El El

con la República Dominicana, para la donación de la Capacitación del Sistema Unificado de Registro (SUR) carencia de criterios unificados de registro de Catalogación entre los países del área del Caribe y Centro América. interés de la Secretaría de Estado de Educación, de incluir dentro de sus Currículum el tema del Patrimonio Cultural apoyo tecnológico de la Secretaría de Estado de Educación apoyo de la Secretaría de Estado de Turismo. apoyo del Secretariado Técnico de la Presidencia. interés de la Dirección Nacional de Patrimonio Monumental, para que se realizara. .

• ¿Qué factor(es) o elementos Lista de los principales factores o elementos de diferentes tipos presentaron dificultades? que presentaron dificultades importantes en el logro de los resultados reales del proyecto Los países participantes de Centro América y el Caribe invitados para la Capacitación necesitan realizar un Acuerdo Bilateral con la República de Chile, para poder obtener el programa de Registro (SUR) e implementar y poner en práctica la Capacitación impartida en este proyecto. • ¿Qué factor(es) o elementos Lista de los principales factores o elementos de diferentes tipos pueden haber conducido – de que ejercieron una influencia importante en el fracaso del ser el caso – al fracaso del proyecto o de algunos de sus principales componentes proyecto o de algunos de sus principales componentes?

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ANNEX III B. ADDITIONAL CONSULTANT QUESTIONS USED AS A GUIDE PREGUNTAS ADICIONALES Curso Taller Sistema Unificado de Registros, SUR 1. ¿Cuál era la situación en el DR y en general en la región para tomar la decisión de hacer este curso? 2. ¿Qué criterios se usaron para seleccionar a los participantes? 3. ¿Qué dificultades fueron encontradas por los facilitadores durante las sesiones del curso? 4. ¿Qué tipo de dinámicas se usaron para este curso? 5. ¿Cómo podrán los beneficiarios alcanzar lo que se espera de sus roles como “multiplicadores” y cómo se podrá medir su desempeño en sus países de origen? 6. ¿Cómo pueden los beneficiarios mantenerse actualizados sobre las nuevas aplicaciones tecnológicas? 7. ¿Qué cambios institucionales se dieron a raíz de este curso? 8. ¿Cómo se pueden mantener los beneficios de este curso en la región en el largo plazo? 9. ¿Qué mecanismos de intercambios entre los países surgieron de este curso regional?

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ANNEX IV TABLE III SUR COURSE CONTENT DAY Day 1

Day2

Day 3

COURSE CONTENT • The concept of cultural heritage (Moveable, immovable and intangible) and documentation processes • The role of documentation to protect cultural assets • Documentation of Cultural Heritage: the Chilean experience • •

Case studies of 8 countries Tools and applications for documentation processes

•

Strategic Planning and Documentation Projects Standards for documentation collections: standardized terminology Visual documentation in registry Systems Visit to the Centro de Inventario de Bienes Culturales (CIBC) Visit to Museums and the Centro de

• • • •

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59 Day 4

• • • •

Documentación de Santo Domingo Automated registry of cultural heritage: SUR program Museum visit Data entry and retrieval in SUR Practicum (hands-on) with SUR program

ANNEX V SUR DESCRIPTION

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60

ANNEX VI BIBLIOGRAPHY

1. Evaluation, A Systematic Approach. Rossi, Peter; Freeman, Howard; Lipsey, Mark, 6th edition, Sage publications, 1999. 2.

http://international.icomos.org/r

3.

http://www.iadb.org/exr/am2000/seminar05a.htm

4.

http://www.oas.org

5. Informe Final, letter dated 21 March 2002, from Dr. Cesar Iván Ferias Iglesias to Dr. Milagros Ortiz Bosch, Vice-president of the Republic; unpaginated document; 2003. 6. Informe Final, Curso-Taller Sistema Unificado de Registro SUR para el Inventario y Catalogación del patrimonio Cultural de centro America y el Caribe, page 7 (unpaginated orgininal document); 2003. 7.

portal.unesco.org/culture

8.

Project document OEA/SER.W/XV.2.6 CIDI/CENPE-II/doc.04/02

9. Strategic Plan for Partnership for Development, OEA/SER.W/II.6 CIDI/doc.6/01Rev. 1 Corr 1; 9 January 2002 10.

www.icom.org/bank.html

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61 11.

www.international.icomos.org/risk/guate_2000.htm

12.

www.oas.org/udse/espanol/prensa2.html

13.

www.gov.com.do

14.

www.iccrom.org 15.

United Nation Development Programme, Capacity Assessment and Development, Technical Advisory Paper No.3, Management Development and Governance Division, January 1998

APPENDIX VII CONTACT INFORMATION OF ITINERARY AND VISITS IN SANTO DOMINGO DOMINICAN REPUBLIC

1.

DIRECCION NACIONAL DE PATRIMONIO MONUMENTAL Director: Architect, Dr. César Iván Ferias Iglesias Coordinator of International Projects: Japonesa Capellán Hostos 154 Santo Domingo 809.686.8657/ [email protected]

2.

MUSEO INFANTIL---TRAMPOLIN Directora General: Nancy Handal de Mejia Casa Rodrigo de Bastidas Zona Ciudad Colonial Santo Domingo 809.685.5551/[email protected]

3.

SUB-SECRETARIA DE ESTADO DE LA CULTURA Lic. Sulamita Puig de Gonzalez Av. George Washington Esq. Pte. Vicini Burgos Santo Domingo 809.221-4141, exts. 253-235/ [email protected]

4.

CENTRO DE INVENTARIO DE BIENES CULTURALES Coordinator/Director Nerva Fondeur Cuidad Colonial, Santo Domingo [email protected]

5.

EMBASSY OF CHILE

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62 H.E. Carlos Rubio Sandoval Anacaona 11 Mirador Sur 809.530.8441/ [email protected]

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