Summary and recommendations

Access to Heritage
Table of Contents

Summary and recommendations

CHAPTER 1: INTRODUCTION

The report is about user charges in museums, art galleries and national parks (and to a small extent libraries), not the economics of heritage conservation more broadly (such as historic building conservation). The discussion of museums and national parks as `public goods' is not concerned with how many of them the State should provide (which is the main focus of most analysis in the literature of `public choice' economics); it is concerned with how, given the present level of provision, the costs should be apportioned between government subsidy and direct user contributions.

The effect of user charges on access and equity in the public library system is an important topic on which the Committee received few submissions. It deserves separate treatment.

RECOMMENDATION 1 (paragraph 1.25)

The Committee recommends that the Department of Communications and the Arts, in consultation with State/ Territory authorities, local government and relevant peak bodies, should sponsor research into the effect of user charges on access and equity in libraries and archives.

CHAPTER 2: OVERVIEW

Defining heritage: `things we want to keep'

`Heritage' has been aptly defined as `things we want to keep' - things that we have inherited, and wish our children to inherit in turn. Whatever other value heritage may have (as a tourist attraction, for example), we should never forget that the fundamental reasons for conserving these `things we want to keep' are spiritual and emotional: a sense of belonging and cultural identity, a sense of tradition, a sense of humanity, a wonder at nature and oneness with nature.

`We can show them the heritage. We can show them song by song and tell them how far they have to go with the song...We do not have paper. We have stories.... They are the things that I teach my grandchildren to memorise... You have to learn your culture properly.' (M Stuart, Central Land Council, evidence 3 July 1997 p200)

If there is also commercial value so much the better - providing it can be captured without detriment to the heritage values which are the primary reason for conservation. Accordingly, in managing our heritage priority must go to fundamental conservation goals. A percentage of cost recovery from user charges may sometimes be possible without detriment; but management must not be primarily about cost recovery.

The right of access to heritage

The view that heritage is `special' leads naturally to the view that access to heritage should be a birthright of all. Heritage is about cultural identity; cultural identity is intrinsically to do with group identity and shared values; all Australians should be able to share. The Committee agrees. Access to heritage is a right of all Australians. Almost all submissions agreed: supporters of user charges invariably added that charges should not be so high as to discourage visitation.

User charges in museums, galleries and national parks: the status quo

The extent of `user pays' in national parks varies greatly around Australia. The position is summarised in the APPENDIX 4.

In the case of museums and galleries, Australia Council surveys show that the proportion of survey respondents that charged entry fees increased from about a third in 1978 to about half in 1993. From 1988-89 to 1993-94 cost recovery from fees (including charges for special exhibitions and special events), averaged over all surveyed institutions, has increased from 6 per cent to 12 per cent for `larger' museums (30 or more paid staff), and from 4 per cent to 9 per cent for `larger' galleries. See APPENDIX 5.

Overall, charging entry fees for `basic access' to museums/galleries and national parks is not so much a `trend', with the connotation of inexorable advance, but rather an option which some have embraced and others deliberately rejected. Debate over its merits is still very much alive. However, charges for `value-added services' are generally accepted. This raises the question of where the boundary between `basic access' and `value-added services' should lie.

Overview of submissions

Submissions did not divide into governments and management authorities in favour of user charges, and user groups against. In relation to entry fees, some site managers were in favour, some against; some government agencies were in favour, some against; some non-government interest groups were in favour, some against. Most who opposed general entry fees accepted charges for value-added services.

Most submissions supporting user charges said they should be `modest' so as not to discourage use, and accepted that in general we cannot expect more than a small proportion of cost recovery through charges. Hardly any ventured to suggest particular numbers. Given the diverse circumstances of different places, this is prudent, and the Committee will not try to suggest particular numbers either. It is the principles for decision-making that are important: to set up arbitrary cost recovery targets is fundamentally in conflict with the principle of setting charges for these public institutions at a level that will not inhibit the public's use of them.

The submissions focused on major institutions in public ownership, and had little information on heritage conservation in the private sector, or on the `user pays' profile of the 1,500-odd museums and galleries in Australia, mainly small local museums, which have no paid staff. The Committee considers that smaller museums and galleries have an important place in our cultural life and this omission is unfortunate. The Committee recommends further research to fill this gap.

RECOMMENDATION 2 (paragraph 2.39)

The Committee recommends that the Department of Communications and the Arts, in consultation with State/Territory authorities, local government and relevant peak bodies, should sponsor research into the influence of `user pays' on access and equity in the regional, local and volunteer-operated museum and gallery sector.

CHAPTER 3: CONSTRAINTS ON ACCESS

Constraints on access to heritage other than price must be recognised. Much heritage is in private hands, and is either inaccessible or, if accessible, usually only at a price. Poorer people can't access as much as better-off people. `Access to heritage' raises special problems for people with disabilities; for country people; for less educated people; for indigenous people. If we speak of `rights' in principle without acknowledging the limitations of people's resources and opportunities in practice, we risk overlooking the handicaps of disadvantaged people and the question of which rights really need affirmative action in order to be exercised, and which people can benefit from it.

CHAPTER 4: ENTRY FEES: ARGUMENTS OF PRINCIPLE

The most basic argument put by opponents of entry fees was `entry to public property should be free of charge'. This is put first and foremost as a value statement which seeks approval not by force of logic but rather as a fundamental `right'. It was often allied with the argument that `we've already paid for it through our taxes'.

The main argument put by supporters of entry fees is that, while it is appropriate to fund these public facilities from general taxation in light of their community/non-use benefits, it is also reasonable to charge visitors for the private benefits associated with direct use. This argument relies on analogy with the goods traded in private markets; but it raises the question, are cultural goods different from day-to-day goods? Many witnesses opposed to user charges felt strongly that museums/galleries and (less often) national parks embody fundamental values which ought to be left outside the market. To enter a community facility free emphasises that it is ours, as a community; to pay emphasises that it belongs to `the government' - the government as business proprietor. The difference in attitude is fundamental.

Which places are our `civic temples', to which access should be free as a fundamental value? The Committee suggests that at the least, the key national and state museums and galleries - the flagship institutions in each state which most symbolise the cultural role of museums and galleries - should have free access. We refrain from making a similar recommendation for national parks, mainly because to suggest a category of `key' national parks creates too many difficulties. The circumstances of individual parks are too varied. Entry fee policies for national parks need to be decided on a case by case basis.

CHAPTER 5: ENTRY FEES: ECONOMIC EFFICIENCY ARGUMENTS

Museums, galleries and national parks are to a large extent `public goods': once the place exists, no-one can be excluded from the community benefits (conservation of cultural heritage, `intrinsic value' of nature conservation...) which it provides, and which do not depend on visitation. They are usually also `non-rival in consumption' - one person's use of them does not inhibit other people's use. According to the conventional `marginal cost pricing rule', this suggests that the economically efficient entry fee is zero (some provisos are discussed in the main text). Where a fee is charged for a non-rival public good, and discourages would-be users without any compensating economy of running costs, there is a `deadweight loss' of community welfare.

The Committee's evidence, though anecdotal, suggests that on the whole museum/ gallery entry fees do significantly discourage visitation, causing a deadweight loss of welfare which the Committee regards as regrettable. In the case of national parks the position is less certain, and probably varies much more from one place to another. The Committee recommends wider research on this, which would plot the history of user charges against the history of visitation to see what cause-effect relationship appears.

RECOMMENDATION 3 (paragraphs 5.115, 5.116)

The Committee recommends that the Department of Communications and the Arts, in consultation with State/Territory authorities and relevant peak bodies, should sponsor research on the relationship between user charges and visitation in cultural institutions.

The Committee recommends that Environment Australia, in consultation with State/Territory authorities and relevant peak bodies, should sponsor research on the relationship between user charges and visitation in national parks.

Where the marginal cost of admitting a visitor is practically zero, and an entry fee significantly discourages visitation, entry should be free on economic efficiency grounds whether or not it is also indicated for emotional and symbolic reasons as suggested in chapter 4.

CHAPTER 6: ENTRY FEES: EQUITY ARGUMENTS

It is well known that museum/gallery visitors are drawn disproportionately from the more educated classes (the position with national park visitors is less clear). In light of this, supporters of entry fees argue that free entry is an unwarranted subsidy from poorer non-visiting taxpayers to richer visitors. Opponents argue that fees disproportionately discourage poorer people, and that this is undesirable.

The last point depends on the price elasticity of demand broken down by socio-economic grouping. While there is little hard information on this, it seems clear that for museums and galleries occasional/potential visitors - the main focus of attempts to increase visitation through access an equity programs - are sensitive to price, and that for them entry fees are a disincentive additional to other cultural barriers. With national parks, again, the position probably varies greatly from one to another.

In museums and galleries at least, charging entry fees is unlikely to ameliorate any perceived equity problem. Visitation will probably drop; the place will still require a large public subsidy (all submissions admitted that fee revenue cannot usually hope to be more than a small percentage of total costs); the profile of users will probably become even more `upper class'; and because costs do not decrease in proportion to decreased visitation, the public subsidy for each remaining visitor will probably increase, frustrating the goal of reducing the `unfair' subsidy. This is not a sensible outcome.

If we perceive an upper class bias in the socio-economic profile of visitors, it would be better to take constructive steps to remedy it - the foundation of which is free entry. If we wish to reduce the level of public subsidy per visitor, we may search for means of doing so which do not jeopardise the core goal of wide public access. Given the predominance of fixed costs in museums and galleries, the most obvious way of reducing the subsidy per visitor is to increase visitation; to exploit increased visitation by charging for `value-added' services, which the Committee (with most submissions, even from those opposed to entry fees) accepts; and to exploit the favourable public image of a free-entry community cultural institution to promote volunteer input and private sponsorship.

CHAPTER 7: USER CHARGES: ARGUMENTS OF DETAIL

Most submissions, even from those opposed to entry fees for `basic access', accepted charges for `value-added services' (though it was not always clear where the boundary between `basic access' and `value-added services' should lie). It seemed generally accepted that these charges should be based on marginal cost.

Supporters of user pays argued that user charges can fund better management; opponents argued that it simply encourages governments to reduce central funding correspondingly. The question suggests an obvious research program to track the trend in user charging against the trend in budget funding.

RECOMMENDATION 4 (paragraphs 7.47, 7.48)

The Committee recommends that the Department of Communications and the Arts, in consultation with State/Territory authorities and relevant peak bodies, should sponsor research into the trend of user charges and similar revenues versus budget funding among cultural institutions.

The Committee recommends that Environment Australia, in consultation with State/Territory authorities and relevant peak bodies, should sponsor research into the trend of user charges and similar revenues versus budget funding among nature conservation agencies.

Opponents of users charges argued that reliance on the revenue risks diverting managers' attention away from core conservation charters in favour of revenue raising developments. The Committee shares these concerns. We acknowledge that the evidence on this matter was anecdotal, and we recommend wider research.

RECOMMENDATION 5 (paragraphs 7.77, 7.78)

The Committee recommends that the Department of Communications and the Arts, in consultation with State/Territory authorities and relevant peak bodies, should sponsor research on the relationship between user pays policies and management emphases in cultural institutions.

The Committee recommends that Environment Australia, in consultation with State/Territory authorities and relevant peak bodies, should sponsor research on the relationship between user pays policies and management emphases in national parks.

CHAPTER 8: CONCLUSIONS

In the Committee's view, user charges in museums, art galleries and national parks may well be objectionable on symbolic grounds (chapter 4), economic grounds (chapter 5) or equity grounds (chapter 6), depending on the case. Where they pass these hurdles they are acceptable providing they are managed so as to maintain wide access and to minimise the undoubted risk of distracting managers from their core mission of conserving our heritage for public enjoyment and for future generations. The main conditions this suggests are:

It must be accepted that user charges can usually raise no more than a small percentage of total costs. Budget funding for these public institutions should ensure that total funding is appropriate to management needs; it should not be tied to user charges revenue as a reward or punishment for high or low revenue-raising.

  Where there is a non-trivial price elasticity of demand (would-be visitors discouraged by charges), suggesting that entry should be free, free entry must be retained as a real option: charges for value-added services must not become a proxy for entry fees.

  Charges for non-commercial use of value-added services should generally be based on no more than marginal cost recovery: public budgets must acknowledge that the fixed costs of maintaining the resource for future generations are a charge on the whole community.

For commercial users higher charges are acceptable (whether entry fees or value-added charges) to the extent of a fair contribution towards maintaining the resource from which they draw profit.

There should be suitable concessions for access and equity purposes.

  Revenue should be retained locally to improve management.

Commercial development inside national parks should be discouraged to prevent the creation of a cycle of dependence.

There must be orderly, open and consultative strategic planning to allow informed community input to future directions for management and to avoid the tyranny of little decisions.

`...The first in my family to graduate from college, I'd like to take my kids to the museum; I mean more than once every five years. Once on a sudden impulse while driving past the Museum of Fine Arts on a working day, I felt like breaking out of the rat-race for half an hour... by myself... I just moved along from picture to picture. It was like being in another world. I couldn't believe it. All the worries left me. I got some distance on my life. I felt like I was becoming - well, you know, a philosopher.'

`a young accountant', quoted in D. Thomas, `Access - the many kinds in many minds', Museum National vol 2 no 2 August 1993