Final Report of the Working Group on Cultural Heritage
Comparative Study : Similarities And Differences
Edgar Tavares López, Arq. [archeologist]
Dirección de Patrimonio Mundial [World Heritage Directorate]
Instituto Nacional de Antropología e Historia
[National Institute of Anthropology and History]
Mexico
With the limited participation of just five member countries
of the International Network on Cultural Policy--South Africa, Switzerland,
Canada, the Philippines and Mexico--the Virtual Meeting called by Mexico was
held from December 2001 to April 2002. Its main objective was to examine the
various opportunities that cultural heritage, tangible and intangible (traditional,
contemporary and industrial), can offer for the economic and social development
of nations.
In summary, it could be said that this Virtual Meeting, held over the Network's
Agora site, helped foster a general understanding of the various institutions
dealing with cultural heritage in the above countries, the legislation established
for its protection, use of the most modern technology for registration and identification
of cultural heritage, the importance attributed to intangible heritage; as well
as the participation of civil society, the development of cultural tourism,
strategies and resources for preserving the cultural resources of these peoples,
and the function of major international organizations in supporting the conservation
of world heritage.
The information gathered via the Internet familiarized us with the working
methods used in the area of cultural heritage that have been developed by five
countries from four continents--Africa, the Americas, Asia and Europe--a summary
of which is presented below.
Intangible Heritage:
The members of the International Network on Cultural Policy were hoping that
the focus at this meeting of the Working Group on Cultural Heritage would be
mainly on intangible heritage, given that this is the area that has received
the least attention from international organizations. The question was therefore
asked: What role does intangible heritage play in the social and economic
development of your country? The answers to this question were diverse.
The governments of South Africa and the Philippines fully recognize the significance
of intangible heritage, considering it a priority topic within their cultural
activities. They are also aware of the importance of sharing that heritage with
visitors and documenting and preserving certain forms of that heritage that
need to be developed together with the social and cultural aspects of their
countries. In comparison, the Swiss government acknowledged that the significance
of intangible heritage is still not clearly defined, and that it does not have
indicators that allow it to measure the impact of such heritage on the socioeconomic
development of the country. However, it is carrying out certain activities together
with civil society to preserve the original characteristics of its folk culture,
such as those related to language, folkloric traditions, dances and traditional
art.
Canada has a clearly defined concept of intangible heritage and is currently
scouting all corners of the nation to identify collections of that
heritage. For its part, Mexico pointed out the lack of recognition
of intangible heritage by its government authorities, which is an
obstacle to progress in its preservation and development. The same
is true of the cultural protagonists themselves, whose vision is
narrowed by their limitations, marginalization and lack of incentives.
It is therefore essential to promote policies that encourage community
participation in the cultural, social, civic and environmental life
of the nation. It is also important to influence the drafting of
public policy aimed at training specialized educators who can help
restore values linked to the sustainable process of national and
international heritage development that can be strengthened in daily
practice.
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Institutions:
On this topic, all the countries that participated in this Virtual Meeting
have institutions or organizations devoted to the preservation and promotion
of their cultural heritage. In South Africa, the South African Agency for Heritage
Resources has been established, which is responsible for managing national heritage,
including living heritage. The Federal Office of Culture in Switzerland has
a special section devoted to the preservation and promotion of historic monuments
that has developed a distinctive and internationally recognized inventory model
(ISOS).
The Department of Canadian Heritage and its agencies are entrusted with overseeing
the country's cultural and natural heritage, for which they are responsible.
The participation of eight main agencies -some of which date back to the 19th
century- including Parks Canadais worth mentioning. The regular and close contact
the professionals of those agencies have with their counterparts in the provinces
and territories is significant. Canada shares its experience with professionals
and experts from around the world through seminars, conferences, publications,
etc. It also shares resources with other countries, as it is a signatory to
various international conventions on the protection of cultural heritage.
The Philippines has six main institutions devoted to preserving its heritage,
and the assistance it has granted to other countries has been substantial, as
has the experience its has obtained in this field. Noteworthy among its daily
activities are those coordinated with UNESCO, ASEAN, ASPC, Asia-Pacific, and
Asia-Europe, among others. In Mexico, the most solid institution is the National
Institute of Anthropology and History, which has become the defender of cultural
heritage; throughout the past decade, it has played a leading role in the exchange
of experience on protection and conservation of cultural heritage. The Institute
also participates actively and officially in the meetings of the Bureau and
of the UNESCO World Heritage Committee.
Technological Advances:
Most of the countries involved emphasized the importance of taking advantage
of technological innovations in administering and managing their cultural heritage.
For example, Switzerland provided information on two projects supported by current
technology. CHOICE creates a common platform of tools available to the public,
in which regional documents are inserted, financial aspects, the ISOS project.
There is also a project consisting of enumerating and identifying the photographic
collection of the Federal Archives of Historic Monuments to make it accessible
to the public.
The Canadian Heritage Information Network (CHIN) prides itself on having made
good use of technology to ensure proper management of its collections over the
past 30 years. This has resulted in various products and virtual museums, as
well as the training of national and foreign museographers. The main objective
of CHIN is to ensure that heritage professionals are kept up-to-date on the
latest information and communication technologies, which has an influence on
the performance of their agencies.
The Philippines recognizes that the Internet has facilitated the exchange of
information and that cyberspace links are of enormous benefit. This
country has benefited from technological advances in various ways,
one of which has been the incorporation of data and information
relating to cultural heritage into a National Cultural Database
maintained and updated by the National Commission for Culture and
the Arts (NCCA). Mexico has also gotten involved in this activity
by digitalizing and cataloguing about 70,000 historic monuments
to date of an estimated total of 110,000 throughout the nation;
this allows easy consultation of the most important data on that
cultural wealth.
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Legislative Measures:
One of the fundamental topics in the protection of cultural heritage is, without
a doubt, the legislative measures established for that purpose. In this regard,
most of the participating countries have a series of recent laws, acts and declarations,
with the exception of Mexico. In the Philippines, the government established
a series of laws in the late 90s (1998-99) that were fundamentally aimed at
developing government structures and systems for the protection and management
of local heritage. These laws are also aimed at obtaining resources, as well
as managing and promoting living heritage.
The Swiss government was quite frank in recognizing that it had legislative
shortcomings or loopholes directly related to the preservation and promotion
of its archeological heritage. For its part, Canada mentioned various acts,
most of which were enacted in the 90s. Noteworthy among them are those related
to the protection of railway stations, national historic sites and monuments,
and prevention of the uncontrolled exportation of Canadian heritage. Special
mention goes to the Museums Act, which protects four of the country's most interesting
museums considered to be basic agencies of Canadian Heritage.
The Philippines also pointed out various acts, proclamations and presidential
decrees established for the protection of its cultural heritage. This legislation
recognizes National Living Treasures; the cultural rights of the indigenous
communities that gave rise to the creation of the National Commission on Indigenous
Populations; the declaration of important national landscapes, monuments and
sanctuaries; and the tax exemption applicable to all donations made to the National
Museum and Library, as well as to the archives of the National Historical Institute.
In Mexico the protection of cultural heritage is based on Article 27 of its
Political Constitution. In addition, Article 73(XXV) establishes that the issuance
of laws relating to the conservation of cultural heritage is an authority of
the Congress of the Union, which can issue laws on archeological, artistic and
historic monuments whose conservation is of national interest. Based on these
premises, Congress issued the Federal Law on Archeological, Artistic and Historic
Monuments and Zones published on 6 May 1972.
In accordance with that law, the following property is subject to protection:
archeological monuments, property resulting from the pre-Hispanic cultures;
historic monuments, property linked to the history of the nation as of the establishment
of Spanish culture and through to the 19th century, artistic monuments, property
with significant esthetic value from the 20th century and thereafter, archeological
monument zones, territorial areas where immovable archeological monuments are
found or thought to exist; historic monument zones, areas that include various
historic monuments related to a national event, artistic monument zones, and
areas that include various artistic monuments associated with one another that
have significant esthetic value.
The federal law and its regulations (issued in December 1975) establish a series
of provisions aimed mainly at preventing plundering, illegal traffic
in cultural property and deterioration of the heritage of Mexican
rural and urban environments. Other national laws deal with heritage
and its relationship to urban development, natural heritage, religious
historic property and tourism. From the copyright point of view,
a Federal Copyright Act has been established that contains provisions
aimed at ensuring respect for the authors of expressions of folk
culture.
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Social Players:
As one of the parties responsible for cultural heritage, civil society plays
a fundamental role in its preservation and promotion. In this regard, all the
countries stated that they had non-governmental and civil organizations that
work together with the State. In South Africa, various non-governmental organizations
and civil society groups have been established at the national level to promote
cultural heritage expressed in artistic and craft form, as well as the preservation
of tangible and intangible heritage. Those organizations are grouped according
to their particular interest, as in the case of the Military History Society
of South Africa, the South African Museums Association, etc.
Switzerland does not restrict itself to national, regional and local experts
in defining areas of responsibility. An example of this is the Law on Protection
of Landscapes and Nature, which calls for significant participation by civil
society as a monitoring body in this area. This law grants national NGOs, particularly
Swiss Heritage/Heimatschutz, the right to veto government decisions. Religious
communities are also important players in the preservation of cultural heritage,
as are private groups, though to a lesser extent. The private sector offers
little support, and when it does so, it is through foundations.
Efforts to preserve and promote cultural heritage in Canada are carried out
effectively through close cooperation and willingness on the part of the various
levels of government as well as NGOs, cultural and academic communities, and
the private sector. One example is the assistance provided by university experts
in museums with respect to the control of imports and exports of cultural property,
and invitations to donate property to institutions that can preserve that heritage
and make it accessible to the public. The promotion of cultural heritage by
the government and the heritage sector is also supported by various patrons
and a high number of volunteers and volunteer organizations such as the Canadian
Federation of Friends of Museums.
For its part, the Philippines identified nine organizations, including foundations
(Carlos Palanca, Phinma and Villanueva Foundation), banking companies and institutions
(Metropolitan Bank of Manila, The Citibank Card Network), as well as other social
players that help promote and preserve its cultural heritage. Likewise in Mexico,
various groups or associations have been established that have gradually achieved
recognition by government authorities as guardians, promoters, patrons and disseminators
of tangible and intangible national heritage. Worth mentioning are the cultural
foundations of Banamex, Bancomer, Televisa, Herdez, the Federación
de Patronatos [Federation of Patrons], the civil societies Amigos de
la Catedral [Friends of the Cathedral] and Amigos del Museo de Antropología
[Friends of the Museum of Anthropology], etc. We should note here the establishment
of certain associations within rural communities or provinces for the rehabilitation
of their temples, or in certain neighbourhoods in the country's capital for
protection of their architectural heritage, as in the case of the Movimiento
Pro-Dignification de la Colonia Roma A. C. [Movement for Dignification of
the Colonia Roma, A.C.], which is currently celebrating its 100th year of existence.
Cultural Tourism:
Searching for a balance between the positive social and economic aspects of
so-called cultural tourism and the need for heritage protection, the countries
participating in this Virtual Meeting saw eye to eye in viewing tourism as a
source of resources for economic and social development in communities with
a cultural heritage. Such is the case of South Africa, where the government,
to help alleviate the poverty of some sites, launched a sustainable employment
initiative based on the development of craft products that focused on those
produced by the Khoi-San communities. Protection of the heritage of that region,
as well as of the rock painting sites and cemeteries that form part of a cultural
village established as the basis for selling the products, is so important that
it is covered by the Act relating to National Heritage Resources enacted in
1999.
For the Swiss government, the relationship between heritage and tourism is
still a subject of disagreement. If monitoring and development in this area
is left to the regions, there may be nothing to prevent the commercial exploitation
of heritage. The legal restraints must therefore be respected, i.e., the historical
substance of heritage must be preserved.
In Canada, tourism serves to bring people heavily separated by geography and
tradition together. Cultural and natural tourism can help the economies of large
and small centres, creating opportunities for establishing businesses and generating
employment. The economic benefits could be a strong incentive for the public
and private sectors to support cultural institutions and sites, thus promoting
the preservation of heritage and the development and dissemination of heritage
awareness.
The various levels of the Canadian government recognize the benefits and risks
of tourism for the development and evolution of cultural heritage, and seek
to promote the former and lessen the latter by encouraging the heritage sector
to develop its commercial potential through tourism. At the same time, they
supply public funds and other support necessary to help cultural heritage attractions
fulfil their mission, as well as to make Canada's cultural heritage accessible
to the Canadian people and visitors from around the world.
In the Philippines, cultural policy is established by the National Commission
for Culture and the Arts, under which the topic of tourism is the
responsibility of the Department of Tourism. Most of the cultural
programs of this Commission are highly linked to the development
of cultural tourism with both the social and economic aspects taken
into account. The cultural diversity of Mexico has great potential
impact on the economic and social development of the country through
cultural tourism and, in addition, offers solutions to the problems
of poverty through creativity and productivity. It also helps strengthen
the community values of solidarity and participation. In Mexico,
the objectives of the Cultural Heritage and Tourism Coordination
Office created by the Consejo Nacional para la Cultura and las
Artes [National Council for Culture and the Arts] include linking
tourist activities, within an interinstitutional framework, to the
promotion and preservation of cultural heritage, and to production
based on cultural creativity to promote development of the country.
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Strategies and Resources for the Preservation of Cultural Heritage:
The five countries clearly stated their positions on actions taken for the
effective management and planning of cultural tourism and adequate access to
development, as well as long-term strategies for preservation of their cultural
heritage. In South Africa, the DACST established an area devoted to cultural
tourism that is responsible for facilitating training opportunities for cultural
groups and ensuring that they become more knowledgeable about financial matters,
as well as more competitive within the tourist industry.
Switzerland acknowledged that it does not currently have long-term government
measures for the preservation of cultural heritage. Nonetheless, the structure
of non-governmental organizations at the local level helps maintain fairly effective
monitoring. The country also reported that it conducts annual long-term national
research programs under the auspices of the Swiss National Fund for Research.
These include the program Landscape and Ecosystem of the Alps which,
in the context of sustainable development policy, covers the link between tourism
and heritage.
The Philippines Department of Tourism has government funds available to control
the cultural tourism industry. The medium-term strategies carried out by the
government focus on the medium-term Cultural Development Plan. The Philippine
authorities promote cultural tourism as a means of obtaining constructive cultural
exchanges in various forms, according to the region and cultures concerned.
An example of this is the exchange of ethnic performances and rituals between
regions.
Despite having one of the smallest budgets of all federal institutions in Mexico,
the Secretaría de Turismo [Ministry of Tourism] develops and enforces
tourist policy throughout the country, analyzes statistical data relating to
the number of visitors, amounts spent, placed visited, hotel residency rates,
as well as other data. It also decides on the advertising and public relations
campaigns carried out annually. Tourism is the third largest source of revenues
for the country, which presupposes a greater investment of resources in this
area. In Mexico, beach tourism is the area to which the most resources are allocated
in terms of promotion and dissemination, although it does not necessarily generate
the most revenues. Apart from its numerous beaches, Mexico has a vast cultural
wealth expressed in its pre-Hispanic and colonial heritage, handicrafts and
cuisine, which have been promoted for the past ten years, though not as heavily
as the beaches.
Two programs created in 1990-91, Ciudades Coloniales [Colonial Cities]
and Mundo Maya [Mayan World], are responsible for organizing and disseminating
cultural tourism. The administrative structure and budget allocated to the two
programs has increased but not enough, and to date development of the required
activities has been limited.
Intangible Heritage and Cultural Tourism:
This was one of the most interesting topics covered by the Virtual Meeting
as it has been one of the least explored to date and one that should be developed
as much as possible to bring progress to the many communities suffering from
social and economic poverty. The Swiss government emphasized greater support
for folk traditions to prevent the loss of wisdom and knowledge, but also to
preserve the quality of the product, thereby ensuring its possible integration
into a tourism framework. Within a perspective of sustainable development, the
creation of eventual intangible heritage industries must not succumb to pressure
from the tourist economy. The Philippines has recently made some efforts with
respect to integrating intangible heritage into cultural tourism. An example
is the recent proclamation by UNESCO of the Ifuago heroic ballads (the Hudhud)
as intangible heritage of humanity. Efforts are being made within the very province
in which the ballads originated to organize and train new singers for scheduled
performances at schools of living traditions that tourists can attend. There
are other related programs such as development of the original site of the Hudhud-Pumbakhayon's
Rock--as a tourist destination.
Early in the discussion on this topic, Mexico described its wealth of symbols
and customs as intangible heritage, as values and representations that offer
cultural and social unity to a specific community. These include poetic expressions,
ceremonies, carnivals, the oral tradition, culinary skills, and music. The main
value of this heritage lies in the fact that it transmits symbols and significance
while reflecting the skills of those who created them. Intangible heritage represents
a cultural resource that, complemented with the necessary infrastructure and
services, can become a tourist product that generates economic benefits and
social well-being for the community. Therefore, after having been identified
as a resource, this heritage is integrated with cultural tourism. Good use could
be made of this cultural resource through the promotion of cultural routes,
circuits or itineraries.
To ensure the total incorporation of intangible heritage into cultural tourism,
policies are required for its promotion, as are government actions
through the institutions involved in its conservation and promotion.
Clear policies are needed to develop intangible heritage as a cultural
resource for tourist consumption, something that should be included
as a development factor in the broader structures of the economy.
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Legislation and Intangible Heritage:
Taking into account that legislative measures to preserve intangible heritage
are not as developed as those for tangible heritage, it was hoped that a catalogue
of laws would be created at this Virtual Meeting for the protection and conservation
of intangible heritage. However, it turned out that such laws do not cover intangible
heritage directly but rather always in relation to heritage in general. The
government of South Africa finds itself in these circumstances, mentioning specific
acts or laws that date back to the late 90s. Among other aspects, they define
systems for classifying tangible and intangible heritage, managing and promoting
living heritage, as well as establishing parameters for integrated management
of the environment and advising the national secretariat on relevant heritage
management policies.
The Swiss authorities are in a similar situation, and reported that measures
for the protection of intangible heritage are implicit in their general heritage
laws. Examples of this are the Languages Act, the Linguistic Minorities Act,
and financial support measures for cultural and/or folkloric organizations through
credits that encourage cultural activities. Apart from the protection and promotion
of languages, the laws relating to the national library and the federal archives,
Switzerland acknowledged that there are no legislative measures as such in favour
of cultural intangible heritage.
For its part, the Canadian government did not identify any laws or regulations
on intangible heritage, but rather referred to the challenge it faces in working
with the provincial governments on that topic. Those governments agreed that
intangible heritage plays a very important role in their policies; however,
when compared to heritage buildings, much of the effort made is focussed on
this area of tangible heritage.
A coordination office or national centre could appraise the intangible heritage
collections that exist in federal, provincial and municipal institutions and
design a system-using the most modern information technology - that would give
the public access to that heritage. However, the national policies in general
require incentives if this work is to be carried out in the area of intangible
heritage. The Canadian government could introduce a federal program for the
recognition of intangible heritage, beginning at the local level. This is an
effort that must be made to ensure that those programs truly educate the public,
since there is a lack of understanding of the term intangible heritage and its
importance.
Canadian experts could help create or configure the general parameters of the
programs, but local cooperative work is essential given that intangible heritage
is a living phenomenon, and that a fundamental goal of the policies is their
sustainability. Work in the area of intangible heritage is currently ongoing
in a good number of federal institutions, but that work is spread out. Parks
Canada has dealt with aboriginal intangible heritage and that related to specific
sites under its care. The Canadian Museum of Civilization has archives that
contain significant material on intangible heritage, but its work in this area
ended around 1980. What is needed is a program that identifies an administrative
body that will take responsibility for intangible heritage at the federal level,
and one to which provincial and regional organizations can go to obtain guidance
or direction.
The National Commission for Culture and the Arts in the Philippines approved
the creation of an Intangible Heritage Commission together with a Legislative
Committee on Living Treasures to handle matters relating to the identification,
registration, protection, conservation, dissemination and promotion of intangible
cultural heritage. A number of bills summarized in the Cultural Heritage Act
of the Philippines that would cover the identification, registration, protection,
conservation, dissemination and promotion of intangible cultural heritage are
awaiting approval in the Senate and in the Lower House.
The only legal provision that deals with intangible heritage in Mexico is found
in Article 2 of its Political Constitution which states that the
Mexican nation has a multicultural composition originally based
on its indigenous peoples, who are descendents of the populations
that inhabited the current territory of the country at the time
of its colonization, and who retain their own social, economic,
cultural and political institutions, or part thereof. This regulation
is aimed at preserving the cultures of the indigenous ethnic groups
of Mexico and there is, unfortunately, no specific law that deals
more broadly with the area of protection.
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International Organizations:
In this globalized world, the protection and preservation of cultural and natural
heritage has become a topic of concern to all nations. To deal with these activities
bodies such as UNESCO, ICOMOS, IUCN and the World Bank, among others, have promoted
themselves as the main agencies for the promotion and support of that heritage.
The countries that responded to this Virtual Meeting participate in one way
or another in the programs, forums and conventions of the above-mentioned bodies.
In the case of South Africa, its museums and monuments have been integrated
into the policies and structures developed by these organizations in the daily
management of cultural resources, thus ensuring better operations in international
practices.
The Swiss authorities pointed out on this subject that the national ICOMOS
had helped create an inventory of historic gardens in Switzerland. With respect
to the work with UNESCO, they stressed that greater attention should be paid
to information emanating from that body on the topic of intangible cultural
heritage so as to foster knowledge, preservation and dissemination of the latter.
At the international level, the Philippines has been participating in numerous
cultural programs carried out by UNESCO and ICOMOS. To date, the actions of
both bodies have been insufficient for management of the country's cultural
inheritance due to a lack of resources. A more rapid response is therefore requested
in terms of funding, which would be greatly useful to the Swiss government.
Over the past ten years, Mexico's participation, through the National Institute
of Anthropology and History, in the various mechanisms of the UNESCO
Convention on the Protection of World, Cultural and Natural Heritage
has increased considerably, to the point that Mexico has been a
member of the World Heritage Committee since 1994 and has managed
to register 22 sites to date on the World Heritage List. The Institute
also regularly participates in various congresses, workshops and
conferences organized by government authorities from various countries
(Bolivia, Uruguay, Argentina, Spain, Cuba), as well as by counterpart
institutions (ICOMOS, Instituto do Heritage Histórico
e Artistico Nacional [National Institute of Historic and Artistic
Heritage], Parks Canada, Colcultura, Patrimoine sans frontieres
[Heritage Without Borders], Instituto Centrale per il Catalogo
e la Documentazione [Central Institute for Cataloguing and Documentation].
For such events, Mexico sends or hosts representatives whose general
mission is to exchange experience in the field of conservation of
cultural heritage.
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Tools and Methods for Promoting Cultural Heritage:
On this last topic, the objective was to exchange information on catalogues,
laws, management plans and urban planning, etc., as methods used by the countries
of the Network to promote cultural heritage. In the case of South Africa, promotion
of its heritage is carried out through legislative structures, whose results
are reflected in the establishment of the Resource Agency for South African
Heritage responsible for the protection and management of cultural heritage
at the State level.
The tools used by Switzerland are those described in the topic referring to
its legislation, as well as the preparation of federal inventories. We should
note that Switzerland finances a centre for heritage conservation experts with
links to federal polytechnical schools. The Swiss stressed once again that the
measures taken in relation to archaeology are insufficient, but that a solution
will soon be found in that matter. The same is true for control of 20th century
heritage, an area in which specialists are lacking.
Canadian Heritage has clearer tools and methodologies at its disposal, such
as the set of programs designed to preserve and promote Canada's cultural heritage.
These programs are wide-ranging, with museum visits being fundamental to ensuring
that the hosts themselves-current and future generations of Canadians - are
keenly aware of their cultural, natural, artistic and scientific heritage. Canada
identified two new initiatives aimed at achieving greater financial stability
that would allow the country to better promote its heritage: a wide range of
historic sites including archeological sites and historic buildings as well
as national historic sites and development of a heritage policy structure under
the responsibility of Canadian Heritage, a process that involves consultations
with provinces, territories, aboriginal communities, interested patrons and
the general public.
With respect to developing methods or strategies for promoting intangible heritage,
the Philippines stated that this represents its most difficult struggle. The
Mexican response in this area is based on its current legislation, which establishes
the following methodological framework based on three essential goals, to wit:
identification of property to be protected by means of monument declaration,
if included in the property that the law recognizes as monuments; control measures
for specific activities in the form of various legal documents such as the Cultural
Property Register; and the issuance of licences and permits and, if applicable,
the application of fines. Other measures are being developed, such as tax incentives
and promotion of the creation of civil associations, neighbourhood councils
or campesino [rural inhabitant] unions for the protection of monuments
or monument zones.
As regards the identification of property, the Law automatically protects all
archeological monuments and buildings from the 16th to 19th century used as
temples, archbishoprics, bishoprics and convents, for public service and ornamentation,
or by civilian and military authorities. It also protects documents and files
related to the history of Mexico, etc. In the case of property not included
in the foregoing list, a declaration by the president or the Minster of Public
Education is required.
Control measures for individuals include the Register of Monuments and Monument
Zones in which archeological, historic and artistic monuments are to be registered.
The authorities will issue permits and licences in cases of conservation and
restoration projects, archaeological recovery, exhibition, etc. They will then
carry out verification and inspection activities to ensure compliance by individuals
with heritage laws. Administrative or criminal penalties will be imposed where
a violation of the Law is discovered.
Two major measures for promoting heritage preservation are: tax incentives that
exempt owners of property declared to be artistic or historic monuments from
the payment of property taxes, provided they keep such property in good condition,
and those applicable to individuals who seek to restore and live in such property,
ensuring that its use is in keeping with its value and history. The other measure
refers to the training of social agents such as civil associations, campesino
unions who organize themselves into cooperative bodies in the struggle for heritage
conservation. The aforementioned tools have been successful since the Cultural
Heritage Act was enacted almost 30 years ago. An in-depth review and amendment
of this Mexican legislation is therefore urged.
There are many difficult aspects of cultural heritage in Mexico associated
with the development of methodologies. One such problem is the property register,
due to the country's enormous wealth of heritage resources and the lack of sufficient
personnel to carry out this task on a daily basis. An example of this are the
estimated 200,000 archeological zones in the Republic of which just 15% have
been identified. Furthermore, just one institution, the INAH, has carried out
most conservation activities for national cultural heritage since its creation.
There is also a lack of effectiveness in the registration of associations through
the creation of a more solid network of local academic bodies that assist the
federal authorities in registering cultural property, with its identification
constituting a first step in its protection.
Another basic aspect that should be implemented is the issuance of specific
technical standards on the zone to be protected, such as management plans, zoning
regulations, etc., that have an impact on comprehensive protection of the zone.
It would thus become an obligation of the authorities to carry out these tasks
upon declaring or recognizing the historical, archeological or artistic value
of cultural property. Lastly, creation of a Cultural Heritage Management System
that would ensure success in the process of preserving our sites and monuments
is strongly recommended. This will require the following: creation of forums
for discussion and analysis between the sectors involved, followed by the creation
of advisory boards and technical support bodies to support government decisions
in matters of heritage, especially in regard to the scientific aspect of conservation.
In addition, an adequate decentralization and intergovernmental coordination
policy should be established in which various offices at all levels of government
(involved in heritage) can design integral programs for the protection of monuments
and sites. A policy should also be drafted to promote the creation of civil
associations and participation by the community in projects for conserving cultural
heritage that favour social value. The drafting of economic policies designed
to support heritage conservation should include tax aspects and the creation
of financing options that are real and beneficial to owners of cultural property
in light of the high costs that investment in their conservation could represent.
The strongest and most powerful tool in comprehensive conservation policy will
be the dissemination programs that demonstrate the importance of preserving
our monuments and sites, in both the social and school environments. Creation
of these tools reflects the need to review, re-evaluate and redesign the national
policy and legislation in matters of cultural heritage.
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