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Toolkit for Universal Access Funds: Practical Guide and Best Practices

This workshop methodology aims to provide a comprehensive toolkit for establishing and managing Universal Access Funds for ICT development in SADC countries. The toolkit includes case studies, sample materials, and checklists for Fund governance, project financing, and regulations. By sharing experiences and best practices, the toolkit encourages a shift towards broadband Internet services and alternative funding mechanisms. It emphasizes the importance of monitoring, evaluation, and harmonization for successful implementation.

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Toolkit for Universal Access Funds: Practical Guide and Best Practices

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  1. Validation Workshop Methodology & Objectives of Toolkit 14 March 2011 Windhoek, Namibia Mandla Msimang ITU Expert

  2. Background • Many SADC countries are in the process of establishing Funds, or have established Funds • Post 2007 - New approaches to financing universal access • sometimes coupled with traditional Fund approaches, • sometimes completely from the Fund • Need to address sector development and the deployment of broadband and Next Generation Networks and services

  3. Objectives of Toolkit Practical Guide Best Practice (national , regional & international) Case Studies (national , regional & international) Sample/Reference Material & Checklists

  4. First USAFs were established in South America in the mid 1990’s; • Funds are more prevalent in developing countries; only 9 Funds are operational in Europe and North America • Australia, USA, Canada, France, Italy, Czech Republic, Bulgaria, South Korea and Oman; • Alternative forms of public funding are used in many countries (e.g. equity participation, PPP, Financial Incentives and Subsidies). Fund Context – Global

  5. Fund Context – SADC • SADC countries are at varying levels of Fund development and are also using alternative financing mechanisms

  6. Methodology Systematic Analysis • Make a measurable impact • Enable Fund Managers to promote investment in infrastructure and services, and supplement where relevant • Enable socio-economic development in the ICT sector across the region.

  7. Approach Key Principle: No Market Distortion • Issue/Focus Area • Global experience and good practice • SADC Experience • Questionnaires (for updates/status quo) • Reports, documented success stories and challenges • Country specific issues : • Policies & Legal Framework • Objectives • Market considerations • Checklists

  8. Sharing Experiences & Best Practices • Fund Collection • Fund Disbursement • Fund Governance & Reporting • Project Financing • Project Design • Regulations & Contracts • Monitoring & Evaluation

  9. Conclusion Toolkit – Encourages countries to recognize shift towards broadband Internet and ICT services, including applications, usage and capacity development in addition to traditional voice access; Encourages recognition of ‘alternative’ funding mechanisms; “How to” guide on best practice for universal access funding, Fund management and project implementation; Also addresses the establishment of Funds and the financing of universal access projects by the Funds; Emphasizes the importance of Monitoring & Evaluation as well as Harmonization

  10. Thank You! Mandla Msimang Managing Director, Pygma Consulting mmsimang@pygmaconsulting.com Tel: +2711 7831210 www.pygmaconsulting.com

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