BALANCING DEMOCRACY, TRADE, AND

BOTTOM-UP DEVELOPMENT

 

 

 

By

 

William Schweke

Corporation for Enterprise Development

 

 

 

 

 

Conference on “Fix Globalization: Make It

More Inclusive, Democratic, Accountable

and Sustainable”

 

 

 

October 9-11, 2002

 

 

Washington, DC

 


GOALS OF PRESENTATION

 

 

§        Identify threats posed to democracy and bottom-up economic development by new and proposed global trade and investment rules

 


BALANCING TRADE AND DEMOCRACY

 

 

 

§        U.S. Constitution created world’s first free trade zone

 

§        Reigned in protectionism

 

§        Struck a durable balance between private property interests and government power

 

§        Established checks and balances among branches and levels of government

 

§        Balances democracy and trade while keeping power close to the people, despite the country’s size

 

§        Goal of World Trade Organization is to write a global constitution  -- one without these balances

 

§         CFED and Harrison Institute for Public Law seek to promote this original American goal of balancing trade and democracy

 


FOCUS ON PUBLIC OFFICIALS

 

 

§        Engage state and local public officials, the missing actors in the trade debate

 

§        Their governing powers depend upon the balance of powers established by U.S. Constitution.

 

§        Preserve states and localities as laboratories of democracy

 

§        Represent constituent interests that are more diverse than the current trade policy voices

 

§         Mainstream the debate over free vs. fair trade

 

 


MISSION AND GOALS

 

 

Mission

 

§        Strengthen the capacity of public officials to govern in global economy and balance the needs of democracy and trade

 

§         Help them play the following roles

 

Roles for officials

 

1.    Assess the impact of globalization on sovereignty and democracy

 

2.   Govern with attention to global agreements and avoid unnecessary conflicts

 

3.   Oversee and monitor the negotiation and implementation of international agreements

 

4.    Advise the federal government on how to balance democracy and risk

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PROJECT ACTIVITIES

 

 

§        Advocate resolutions by State and Local trade associations

 

§        Letters to USTR and Congress

 

§        Establish select legislative committees or study commissions

 

§        Conducting trade agreement assessments on impact on state laws

 

§        Researching state studies of plant closings and job loss

 

§        Public speakers reports, and articles

 

 

 


NEED FOR DEFENSE AND OFFENSE ROLE

 

 

Defensive role

 

Protect state and local powers

 

Offensive roles

 

Help state and local officials to craft economic development and adjustment programs that allow their states and communities to compete successfully in the global economy.

 

There are two elements: Competition and Adjustment.


COMPETITION PROGRAMS

 

 

Menu

 

§        Developing economic intelligence (benchmarking, industry, strategic)

 

§        Promoting global exports

 

§        Expanding modernization services (tech transfer, networks, clusters, technical assistance)

 

§        Fostering labor-management cooperation

 

§        Promote employee ownership

 

§        Targeting business attraction incentives to most economically troubled communities

 

§         Building community capacity for strategic action

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ADJUSTMENT PROGRAMS

 

 

Menu: Addressing plant closings and economic dislocation humanely and efficiently

 

§        Research (ascertain the nature, degree, and location of economic dislocation problem)

 

§        Economic adjustment teams

 

§        Training and education

 

§        UI reform

 

§        Work-sharing (short-time compensation)

 

§        Earned Income Tax Credit

 

§        Minimum wage and livable income

 

§        Earnings insurance

 

§         Health benefits

 


THE DANGER

 

 

New global trade and investment agreements threaten a lot of traditional and innovative development strategies on the sub-national level.


 

WHAT’S THE PROBLEM?

 

§        Unrecognized by most local (and state) policymakers and managers, changes looming in the global legal environment could profoundly limit the autonomy and policy discretion of sub-national governments.

 

§        Could curtail “laboratories of democracy,” where future national policies are explored and tested in virtually every sector of governance before they are replicated on a national scale.

 

§        Areas potentially affected include: banking regulation, economic development, government purchasing, consumer protection, working conditions, health and medical insurance, and environmental law.

 

§        Agreements empower such multilateral bodies as the WTO and a new set of international courts and dispute resolution systems to rule on the legality of state and local laws.

 

§        Policies found in conflict with these agreements must then be terminated, or trade sanctions and monetary compensation will imposed.

 


 

AN UNDEBATED GLOBAL “CONSTITUTION’

 

 

Whether the agreements are largely good or bad for state and local governments and their citizens, two facts are certain:

 

§        To date, state and local officials have had little to say (as compared to business constituencies) about these changes and little input into the negotiations.

 

§        In the years of 2002 and beyond, the pace of negotiations will quicken on a variety of fronts that will reach further into the local domain.

 


WHAT IS THE SHAPE OF THINGS TO COME?

 

 

§        “Fast track” trade authority

 

§        Free Trade Area of the Americas

 

§        WTO agreement on subsidies (“red light” programs)

 

§        WTO existing agenda on procurement, services, agriculture

 

§        NAFTA Chapter 11 “interpretation”

 

§        Bilateral investment agreements

 

§        Conditions to IMF deals

 


WHY SHOULD LOCAL OFFICIALS CARE?

 

 

§        Procurement: transparency issues; affirmative action for minority and women’s enterprises; buy local or buy American; human rights standards; living wage ordinances

 

§        Services: privatization (whether, when and how)

 

§        Subsidies: economic development in all forms

 

§        Investment: “everything” (e.g., subsidy disciplines, licensing, ownership of assets, regulation and “takings”, etc.)


WHY IS ALL THIS HAPPENING?

 

 

§        Conflicts over subsidies have always been at the heart of many global trade negotiations, agreements and controversies.  But new developments are making them even more central.

 

§        Success in multilateral negotiations that restrict tariff, quotas, and other direct instruments of protectionism, is encouraging free traders to go after other “structural impediments” to global commerce and investment.

 

§        Structural impediments include: restrictions of foreign investor rights, subsidies, regulations, and procurement practices.

 

§        This is all about “bread-and-butter” local government functions.  Not only esoteric tariff policies.

 

§        As the effects of other impediments, such as duties and tariffs fall, the effects on company bottom-lines increase.

 

§        As a result, globally-oriented companies are increasingly concerned about the subsidizing of their competitors through procurement, on- and off-budget government expenditures, regulatory policies, etc.


WHAT IS THE SCM?

 

 

§        A wonderful window on these issues is the so-called SCM (The 1995 GATT Agreement on Subsidies and Countervailing Measure).

 

§        This is one of the most important tools for curbing subsidy use.

 

§        Monitored by the World Trade Organization (WTO).

 

§       It attempts to define acceptable subsidies and restrict excessive and inappropriate uses.

 


WHAT IS A SUBSIDY IN THE SCM?

 

 

§        Its definition is very far-reaching.

 

§        A “financial contribution” by a governmental entity which confers a benefit to a producer of a subsidized product.

 

§        These could include: government grants, loans, equity infusions, loan guarantees, tax credits and abatements, and (even) government purchasing under especially advantageous terms.

 

§       It also tries to tackle so-called indirect subsidies, which could mean subsidies that pass through private organizations, or the use of regulatory or purchasing arrangements, which could be regarded as subsidizing.

 


THE LINK OF SUBSIDIES WITH

COUNTERVAILING DUTIES

 

 

§        Although the SCM has not had a large impact yet, unlike many other areas of international law, it has some enforcement and sanctioning mechanisms.

 

§        WTO participating countries can levy “countervailing” duties above the usual tariff schedule, when a nation believes that the production or export of an imported item was aided by an unfair subsidy in the country of origin.

 

§        This can happen both in cases when subsidized imports are entering the U.S. and harming its firms, or when a company from, let’s say, France is using subsidized monies to out-compete American companies in another country, for instance, Columbia.

 


SCM GUIDELINES

 

 

Originally, the SCM sought to clarify the nature of allowable subsidies by organizing them into three classes: (a) prohibited (“red light”); (b) permissible, but actionable if they cause adverse trade effects (“yellow light” or “amber”); and (c) non-actionable and non-countervailable (“green light”).  More specifically:

 

1.      Green light – protect certain types of research and development activities; assistance to disadvantaged regions; and aid to promote the adaptation of existing facilities to new environmental requirements. (No longer existing)

 

2.     Red light – cover aid that is tied to export performance or to requirements for import substitution (or domestic content).

 

3.     Yellow subsidies are everything else.  But depending on the situation and the degree of effect on the industry party (e.g., subsidies amounting to more than 5% of product value, efforts to forgive debt or cover operating losses, etc.) retaliation through CVDs may be permitted.  Called the presumptions of  “serious prejudice.”  And if you are in this so-called “dark amber” territory, then you are assumed guilty unless you can prove otherwise.


SPECIFICITY

 

 

Specificity” is another critical issue.  Only “specific” programs are “actionable.” And countervailing duties can only be taken against “prohibited” (e.g., red light) or “actionable” (e.g., yellow light) subsidies.

 

The SCM frowns on providing aid to an enterprise or industry or group of enterprises or industries.  Thus, targeting is verboten.  More specifically, factors in deciding whether “specificity” has been violated include:

 

1.      use of a subsidy program by a limited number of certain enterprises,

2.      predominant use by certain enterprises,

3.