Independent Task Force Report

U.S.-Cuban Relations in the 21st Century
 

Sponsored by the Council on Foreign Relations

Bernard W. Aronson and William D. Rogers
Co-Chairs

* Uncorrected Proof *


                           CONTENTS

     Foreword
     Acknowledgments
     Introduction
     Summary and Framework of Recommendations
     Recommendations
     Additional and Dissenting Views By Members
     Additional and Dissenting Views By Observers
     Task Force Members
     Task Force Observers
     Appendix
 

                                       FOREWORD

     In 1998 the Council on Foreign Relations sponsored an Independent Task Force on U.S.-Cuban
     Relations in the 21st Century. Chaired by two former assistant secretaries of state for inter-American
     affairs, Bernard W. Aronson and William D. Rogers, the Task Force made recommendations for U.S.
     policy toward Cuba in light of the end of the Cold War and the inevitable transition to come on the island.
     Immediately after the Task Force completed its deliberations, the Clinton administration adopted a
     number of policy measures recommended by the Task Force, in particular those that would increase
     people-to-people contacts between Americans and Cubans.

     After publishing the first report, I asked the co-chairs to continue the Task Force on a stand-by basis and
     invited several new members to join. The Task Force convened on several occasions over the ensuing
     two years to review developments in bilateral relations and on the ground in Cuba. The Task Force now
     includes widely respected scholars, lawyers, businesspeople, labor leaders, and former government
     officials representing a broad range of views and backgrounds. A number of congressional, State
     Department, and White House staff members participated in Task Force meetings as observers. In
     addition, under William Rogers' leadership, the Task Force staff conducted research and consulted with a
     group of experts to review property expropriations in comparative perspective and to consider
     alternatives for property-claims settlement in the Cuban context.

     At the same time, the policy community, the Congress, and the public have been engaged in an evolving
     debate over the appropriate course for beginning engagement with the Cuban people and preparing for
     and facilitating a peaceful transition on the island. This debate has focused largely on agricultural and
     medical exports and on American travel to Cuba. In July 2000 the House and Senate voted to end
     sanctions on food and medical sales to Cuba. The House also voted in favor of a measure that would, in
     effect, end the travel ban. But the Trade Sanctions Reform and Export Enhancement Act passed by
     Congress and signed by the president contains prohibitions that, by barring U.S. commercial financing, will
     virtually proscribe food sales to Cuba. And by codifying travel regulations, the new law stands to dampen
     the possibility for the executive branch to expand people-to-people initiatives, if the next president so
     desires.

     For the purposes of considering the new chairmen's report, the Task Force met on two occasions in fall of
     2000. In addition to the members of the Task Force and the listed observers, the Task Force sought
     comments and input from a wide variety of individuals, holding meetings in Minneapolis, Miami, and
     Houston. As in the endeavor that produced the first report, the Task Force continued to explore
     pragmatic policy measures toward Cuba based on the conditions shaping the bilateral relationship,
     domestic Cuban developments, and the evolving debate in the United States. In the first report, most of
     the recommendations called for presidential action rather than new legislation. The Task Force continues
     to recognize that, despite recent changes in the law, the president retains broad authority to modify policy
     toward Cuba. But in light of recent congressional engagement, many of the recommendations in this
     follow-on report can be implemented either by the Executive branch or through legislative change. In both
     cases, the Task Force favors a bipartisan policy toward Cuba, and moreover, demonstrates that such an
     approach is indeed possible.

     In this follow-on report, the Task Force again demonstrates that the U.S. government can take many
     useful steps short of lifting economic sanctions and restoring diplomatic relations. Indeed, this report
     moves beyond recent congressional action in several important respects, by recommending, for example:
     selling agricultural and medical products with commercial U.S. financing, though not government credits;
     travel to Cuba by all Americans; direct commercial flights and ferry services; environmental and
     conservation cooperation; continued counternarcotics cooperation and low and mid-level exchanges
     between the United States and Cuban military; working with Cuba to support the Colombian peace
     process; limited American investment to support the Cuban private sector and to capture the market
     generated by increased American travel to Cuba; actively promoting international labor standards in
     Cuba; resolving expropriation claims by licensing American claimants to negotiate settlements directly with
     Cuba, including in the form of direct joint venture investments; and supporting Cuban observer status in
     the World Bank and Inter-American Development Bank.

     I would like to extend my thanks again to Bernard Aronson and William Rogers, the co-chairs of the Task
     Force, for their commitment and leadership; to Julia Sweig and Walter Mead, the co-project directors for
     their excellent work; and to Council members and others around the country for their input and
     perspective. Finally, the Task Force members themselves deserve my sincere thanks for lending their time,
     intelligence, and integrity to this important issue.

                                                                          Leslie H. Gelb
                                                                              President
                                                               Council on Foreign Relations

 

                                  ACKNOWLEDGMENTS

     The Independent Task Force on U.S.-Cuban Relations in the 21st Century sponsored by the Council on
     Foreign Relations has benefited from the assistance of many individuals. For two years now, we have
     worked under the intellectual leadership provided by the Task Force co-chairs, Bernard W. Aronson and
     William D. Rogers. We are also indebted to the members and observers of the Task Force, whose
     experience and knowledge contributed substantially to the success of this report.

     The Task Force also benefited from discussions held through the Council's National Program with the
     James A. Baker III Institute for Public Policy of Rice University in Houston, the Dante B. Fascell
     North-South Center at the University of Miami, and the Hubert H. Humphrey Institute of Public Affairs of
     the University of Minnesota. Many of the comments we received in these sessions helped shaped the final
     report, and we are grateful for the candor and wisdom we found outside of our habitual Washington-New
     York enclave.

     At the Council on Foreign Relations we would like to acknowledge the support for the Task Force
     provided by the Council's President, Leslie H. Gelb, Senior Vice President Mike Peters, Vice President
     Jan Murray, Director of Publishing Patricia Dorff, Communications Director April Palmerlee, and National
     Programs Deputy Director Irina Faskianos. Our colleagues on the Task Force staff, specifically Research
     Associate Jessica Duda and Program Associate Meghan Bishop, provided expert research and
     administrative support without which this report could not have been produced.

     Finally, we are grateful to the John D. & Catherine T. MacArthur Foundation, the General Services
     Foundation, and the Christopher Reynolds Foundation for the financial support each provided for the
     work of this Task Force.

                                                                             Julia Sweig
                                                                           Walter Mead
                                                                     Co-Project Directors
                                                               Council on Foreign Relations

 

                                     INTRODUCTION

     In the last quarter of 1998, following the visit to Cuba of Pope John Paul II, the Council on Foreign
     Relations convened an Independent Task Force to assess U.S. policy toward Cuba in the post-Cold War
     era. The Task Force represents a bipartisan group of former State Department officials, congressional
     staff, labor leaders, and students of Latin American affairs and U.S. foreign policy from a cross-section of
     think tanks, academic and religious institutions, businesses, trade unions, and government agencies. In a
     chairmen’s report issued in January 1999, the Task Force recommended a number of steps to strengthen
     civil society in Cuba, expand people-to-people contact between Cubans and Americans, and "contribute
     to rapid, peaceful, democratic transition in Cuba while safeguarding the vital interests of the United
     States." [1]

     Three key assumptions guided the Task Force in its efforts to develop a bipartisan consensus, spanning
     the liberal-conservative spectrum, for changes in U.S. policy toward Cuba. First, we agreed that the
     United States should set its sights beyond President Fidel Castro and focus on how to build bridges
     between the American and Cuban people. Second, we determined not to recreate the continuing public
     debate over whether to tighten or lift the embargo. Instead, with rare exceptions, we have proposed new
     policy measures that could be implemented within the framework of current law through regulations
     authorized by the president. Finally, we determined that no change in policy should have the primary effect
     of consolidating, or appearing to legitimize, the political status quo on the island.

     Our first set of recommendations therefore focused on family reunification, people-to-people contacts,
     humanitarian aid, the private sector, and the national interest. Among the measures we proposed were to:
     lift restrictions on travel by Cuban Americans to Cuba and on the amount of remittances family members
     can send to the island; allow Cuban Americans to claim tax exemptions for dependents living in Cuba; lift
     most restrictions on the sale of food and medicine to Cuba; allow increased travel to Cuba for research,
     scientific, cultural, religious, educational, humanitarian, and athletic purposes, as well as commercial flights;
     ease restrictions on travel to the United States by Cuban academics, artists, athletes, and mid-level
     officials; open limited American commercial activity on the island; probe areas for counternarcotics
     cooperation; and consider military-to-military confidence-building measures. [2]

                              SUBSEQUENT POLICY CHANGES

     Shortly after we concluded our work, the Clinton administration announced a series of measures which,
     though more limited in scope than those we had urged, were consistent with the spirit of our
     recommendations and, in the case of people-to-people exchanges, adopted certain of the Task Force’s
     recommendations. In making these announcements, the White House noted that a number of additional
     measures contained in our report would remain under active consideration for future implementation.

     The most significant of the administration’s January 1999 steps were designed to allow greater
     people-to-people contact. These included substantially expanding legal, licensed travel for Americans
     wishing to visit the island, streamlining the temporary visa process for Cuban professionals who wish to
     visit this country, and allowing charter flights to Cuba to depart from Los Angeles and New York as well
     as Miami, to Havana and other cities in Cuba. Other measures proposed by the Clinton administration
     would begin direct mail service between the two countries as authorized by the 1992 Cuban Democracy
     Act, increase funding for Radio and TV Martí, and use public diplomacy to call attention to human rights
     abuses.

     In light of a broader congressional debate over sanctions policy, particularly regarding food and medicine
     trade bans, the Clinton administration indicated it would streamline the licensing of medical sales to Cuba
     and license the sale of food and agricultural inputs to non-governmental entities on the island.

     In addition, the administration proposed to Cuba a series of steps designed to enhance counternarcotics
     cooperation. Direct bilateral talks in 1999 resulted in the stationing of a U.S. Coast Guard official this year
     at the U.S. Interests Section in Havana, as a liaison with respect to searching vessels for contraband. The
     two countries also upgraded their communications regarding counternarcotics from fax to phone.

     In addition to these measures that echoed our earlier report’s proposals, this year the U.S. Department of
     State has announced that it found no evidence to support including Cuba on the annually updated "majors
     list" of countries that the U.S. government determines are involved in illicit drug production and transit, and
     are therefore eligible for U.S. government assistance only if certified by the president.

                       AN OPPORTUNITY FOR A FOLLOW-ON REPORT

     Since early 1999, congressional and public debate over U.S. policy toward Cuba has continued to
     evolve, suggesting that the desire within our Task Force to reach a new bipartisan consensus on Cuba
     policy is shared by the wider community.

     In March 2000, Senate Foreign Relations Committee chairman Jesse Helms (R-N.C.) worked with GOP
     colleagues to include in an authorizations bill an amendment ending sanctions on the sale of food and
     medicine to Cuba. This bill passed by voice vote in the full committee. Similar votes in the Senate and
     House followed last summer, as well as a vote in the House to lift—or, more precisely, not to
     enforce—the travel ban. Simultaneously, the congressional vote in favor of Permanent Normal Trade
     Relations (PNTR) for China helped strengthen the consensus for engagement as opposed to isolation as
     the primary policy option for promoting economic and political freedom.

     In addition, the new people-to-people measures successfully facilitated bridge-building across a broad
     spectrum including the humanitarian, religious, cultural, athletic, academic, public health, environmental,
     and scientific arenas. In 1999 an estimated 150,000 to 200,000 Americans traveled to Cuba, up from
     fewer than 40,000 in 1998. Likewise, the number of Cubans visiting the United States on temporary visas
     increased substantially—to 40,000 in 1999 from 9,000 in 1998. The year 2000 will record even higher
     numbers of two-way travel.

     None of this, however, has led to a loosening of Cuban policy toward dissidents or improvements in
     human rights. Cuba remains a one-party state that seeks to suppress any independent political activity.
     The Cuban National Assembly in 1999 passed laws criminalizing the transmission to foreigners of
     economic and foreign investment information related to the enforcement of Helms-Burton, and Cuban
     intellectuals experience intensified pressures for conformity. Although international human rights groups
     and activists on the ground in Cuba report a reduced number of political prisoners—300 to 350—they
     also note that extended jail-time is now reserved for high-profile dissidents, while lesser-known activists
     face harassment, house arrest, or temporary detentions. The government has failed to make good on its
     promise of allowing greater freedom for the Catholic Church. Both dissident activity and repression of
     dissident activity continue. [3] Periodic expulsions of journalists and others who attempt to support the
     dissident movement in Cuba continue. And, the Inter-American Press Association recently noted that
     "faced with harassment and persecution, more than 20 independent journalists have been forced to go into
     exile over the past six months," and condemned, "Havana’s totalitarian regime." [4]

     Nevertheless, we have been heartened by the fact that the international community has begun to focus
     greater attention on the condition of human rights on the island and on the importance of promoting a
     peaceful democratic transition and defending human rights in Cuba. When King Juan Carlos II of Spain
     joined Spanish prime minister José María Aznar and such Latin American heads of state as Mexican
     President Ernesto Zedillo at the November 1999 Ibero-American Summit in Havana, they and other Latin
     American heads of state pointedly sought meetings with prominent dissidents, including veteran human
     rights activists Elizardo Sánchez and Gustavo Arcos and independent journalist Raúl Rivero. These
     leaders also spoke publicly and critically about the lack of democracy in Cuba.

     Moreover, in April 2000 at the United Nations Human Rights Commission meeting in Geneva, several
     Latin American and European countries that each year previously had voted against the U.S. embargo at
     the U.N. General Assembly, either voted for or abstained from a resolution condemning human rights
     practices in Cuba, which passed by a vote of 21 to 18 with 14 abstentions. [5] The vote prompted Cuba
     to withdraw its application for membership in the post-Lomé accord for trade with the European Union
     and to opt instead for bilateral aid relationships.

     In light of these developments and the change in the U.S. administration, the Task Force decided to issue
     a follow-on report. We do so because we continue to believe that with regards to U.S. policy toward
     Cuba, we are in a new era and a new environment that requires the United States to rethink its policy
     toward Cuba. We say this for a number of reasons.

     The Cold War has ended. The Soviet Union, once Cuba’s chief military, economic, and ideological
     supporter, has disappeared. The east European nations once under Soviet domination with which Cuba
     had close supportive relations are now among the most forthright critics of Cuba’s suppression of human
     rights. In nations throughout the Western Hemisphere, the democratic ideal has triumphed. Despite
     continued challenges and setbacks, electoral democracy is widely considered to be the only legitimate
     form of government in the Western Hemisphere and no serious observer believes the Cuban political
     model represents the wave of the future. Although authoritarian tendencies and flawed elections continue
     to challenge the Americas, Cuba remains isolated as the only nation in the Western Hemisphere in which
     the head of state rules without having been subject to competitive elections.

     On the economic front as well, the closed, statist economic model has collapsed in nation after nation. The
     future clearly belongs to open economies that can integrate with global finance, trade, and investment.
     Although there is a vigorous debate in the Western Hemisphere and worldwide about the best way to
     marry open markets with economic equity, no serious observer believes that the closed economic model
     represented by Cuba will survive. Indeed, the loss of Soviet bloc subsidies and the pressures of the global
     marketplace have forced Cuba to legalize the dollar, seek joint ventures with foreign partners, accept
     labor dislocation in its domestic economy, and allow private economic activity to begin.

     Echoing our first report, the primary and overriding objective of the United States—containing the spread
     of Cuban communism in this hemisphere—has been achieved. We believe that whatever shape it may
     take, Castro-style communism will not long survive the post-Castro era in Cuba. Indeed, we believe that
     many Cubans, including many who may hold official positions, understand that a transition to a democratic
     and free-market Cuba is inevitable.

     For all these reasons, we therefore continue to believe that the United States can discuss policy toward
     Cuba with confidence and from a position of strength. Although Cuba’s official rhetoric remains
     antithetical to American values, we note that in a 1998 report cleared by the entire U.S. intelligence
     community, the Defense Intelligence Agency concluded that "at present, Cuba does not pose a significant
     military threat to the United States or to other countries in the region." [6] We note, also, that whether
     from conviction or from necessity imposed by the loss of military and economic assistance from the former
     Soviet Union, Cuba has publicly renounced its former policy of material support for violent revolutionary
     movements. We are heartened by the east Europeans’ success in replacing communist dictatorships with
     democratic societies and note the important role that civil society played in these successful transitions.
     While we recognize that Cuba is in many respects different from these east European examples and that
     civil society remains effectively repressed and suppressed, we continue to believe that engagement with
     ordinary Cubans, and also with those mid-level officials who recognize that a transition is coming, can help
     promote the emergence of civil society and a more rapid, peaceful transition to democracy on the island.

     We are aware, however, that in the past, political instability in Cuba has repeatedly created pressures for
     U.S. intervention on and around the island. Many future scenarios could unleash these types of pressures
     on the United States. Should a successor government emerge in the wake of Fidel Castro’s death or
     incapacity, for example, it is unlikely to command the same authority as the current government. Indeed,
     such a government might feel the need to demonstrate its control early in its tenure at the same time as
     Cuban citizens might be tempted to test its perceived weakness.

     There are many possible future scenarios that could lead to pressures for the United States to intervene
     militarily. Thousands of Cubans might seek to flee the island and a successor regime might use force to try
     to stop them. Also, civil unrest could break out for a variety of reasons, and one branch of the armed
     forces might be reluctant to use violence against its citizens. If, under any of the above scenarios,
     thousands of Cubans set out in rafts and makeshift vessels for the United States, their relatives and friends
     in Florida would likely head to sea to rescue them, as occurred in the Mariel Harbor boatlift of 1980.
     Fighting on the island could also break out and involve U.S.-based Cuban citizens or Cuban Americans
     who would find it difficult to stand by while their relatives were under attack or they perceived their
     homeland might be liberated. We hope none of these scenarios unfolds, but policymakers must be
     prepared for the worst case and not merely hope that such developments will not occur on their watch.

     We believe that the recommendations we have prepared may well enhance the prospects for a nonviolent
     and democratic political process in Cuba and lessen the likelihood of confrontation and conflict that might
     inspire calls for American intervention. By issuing these recommendations, we are not predicting violence
     in Cuba's future. We continue to believe that a rapid, peaceful transition to democratic government is what
     the Cuban people want—it is certainly what we hope will transpire. Nevertheless, we believe that the
     United States should now adopt a series of measures that may reduce the chances of U.S. military
     involvement, should Cuba's transition go awry, and by doing so, make Cuba’s peaceful transition to
     democracy more likely.

     We note, also, that in the wake of the divisions generated by the case of Elián González, relations between
     U.S. federal authorities and the Cuban-American community have been damaged and frayed by distrust,
     anger, bitterness, and recriminations. Whatever one believes about the merits of that case, the new
     administration in Washington should make a major, sustained effort to rebuild communication and trust
     with Cuban Americans. Several of our recommendations are directed to that end. We believe that a
     trusting working relationship between the federal government and the Cuban-American community is
     crucial for managing potential future crises on the island.

     Our recommendations in this second report also attempt to confront and resolve some of the most
     intractable problems that a successor, democratic government in Cuba might inherit. We have learned
     from watching the transitions from communist dictatorships and command economies in other
     nations—whether Nicaragua or the states of the former Soviet Union—that even after electoral
     democracy triumphs, the burden of the past weighs heavily on a nation’s capacity to recover, particularly
     economically. In Nicaragua, for example, sorting out competing property claims posed a major obstacle
     to economic growth and foreign investment for the new democratic government in 1991 and remains an
     irritant in U.S.-Nicaraguan bilateral relations. We also know that the failure of new democracies to grow
     and prosper can relegitimize anti-democratic forces and threaten a return to authoritarian policies—a
     danger that has hovered over post-communist Russia. With regard to Cuba, we believe it is both
     important and possible for the United States to begin to identify issues, such as outstanding U.S. property
     claims and labor rights, that can be addressed now rather than leave them as an albatross around the neck
     of a successor, democratic government.

     We thus have sought to identify such problems as well as the prospects for current and future American
     investment and trade, that may be addressed prior to a transition. Our hope in doing so is to help ease the
     difficulties of a transition democratic government and reduce the obstacles to rapid economic recovery
     and growth.

                  SUMMARY AND FRAMEWORK OF RECOMMENDATIONS

     Two years ago we began our recommendations with a statement of basic principles. That statement
     remains relevant today and continues to guide our approach. [7] We then made a basic decision that our
     Task Force would not join the protracted public debate over whether the United States should unilaterally
     lift its embargo. That is still the case today, especially since we continue to believe—as our first report
     demonstrated—that there indeed exists significant common ground for advancing U.S. policy toward
     Cuba in other ways.

     Our new set of recommendations builds on the first set; in some cases, it goes beyond them. For example,
     the first set contained recommendations almost entirely directed toward the executive branch. To be sure,
     some of the Task Force members felt that any executive action taken toward Cuba should fully reflect the
     views of the Congress, and some Task Force members dissented from certain of the first report’s
     recommendations. Given the extent of the subsequent debate in Congress, we felt it was appropriate for
     this follow-on report to make some recommendations that Congress may consider as well.

     Our recommendations seek to build and strengthen bridges between the Cuban and American people;
     promote family reunification; address current and future matters of U.S. national security; promote labor
     rights and facilitate resolution of property claims; and further expose Cuba to international norms and
     practices.

     We note that in the final days of the 106th Congress, the House and Senate voted to approve an
     agricultural appropriations bill that includes an amendment to remove food and medicine from unilateral
     sanctions. We find two provisions of the new law troubling, one regarding export sanctions and the other
     regarding travel. First, the amendment grants the president the authority to allow the sale of food and
     medicine to each of the countries on the State Department’s terrorist list—Sudan, Libya, North Korea,
     Iran, and Cuba—under a one-year general license. However, only with respect to Cuba does the new
     law prohibit U.S. banks from providing private commercial financing for such sales—the amendment
     permits only third-country financing. This provision was set into law despite two previous votes in the
     Senate and one in the House, which called for an end to agricultural and medical sanctions on Cuba
     without restrictions on private U.S. financing.

     The second provision of the new law relates to travel by American citizens to Cuba. It was included
     without public hearing on the matter and despite a vote in the House of Representatives, by a margin of
     232-186, to lift the travel ban indirectly by withholding the funds necessary to enforce current restrictions.
     The new provision codifies into law twelve existing categories of legal travel, currently set forth in the
     Cuban Assets Control Regulations, that can be licensed under specific or general licenses, while creating
     an additional category for specifically licensed travel to Cuba by potential American agricultural vendors.
     The new provision states that all travel to Cuba outside of the existing categories will be considered
     "tourism." And "tourism," under the new law, is explicitly prohibited.

     The travel categories codified by the legislation—travel by journalists, government officials, Cuban
     Americans, and professional researchers, as well as for religious, academic, athletic, informational, artistic,
     and humanitarian exchanges—excludes an additional category that heretofore gave the Office of Foreign
     Assets Control (OFAC) discretionary authority to issue licenses for the purpose of travel not specifically
     covered by the other twelve categories. Under a strict interpretation of the new provision, many common
     sense matters that require travel to Cuba, for example, morale-related visits by friends and family to U.S.
     officials based there, a Medevac helicopter to provide emergency care for American citizens, travel by
     authorized travel-service operators such as airline charter companies, federal prosecutors and private
     defense attorneys to take testimony in Cuba (in espionage cases, for example), could be prohibited. And
     although at the time this report was issued it was too early to determine definitively the chilling effect of this
     new legislation, we have learned from one president of a major travel agency licensed by the
     administration to provide charter air travel that these provisions, now the law of the land, would bar the
     managers of licensed travel-service providers from traveling to Cuba to arrange future licensed travel. In
     addition, as President Clinton noted, the law will certainly constrain the American president’s ability to
     pursue creative people-to-people initiatives and will dampen efforts by Cuban Americans to maintain the
     family ties they choose with their relatives on the island.

     We note below the extent to which these new provisions of law affect our recommendations regarding
     family reunification, agricultural and medical exports, and travel.

                                  RECOMMENDATIONS

                   BASKET ONE: FAMILY REUNIFICATION AND MIGRATION

     Over the last 41 years, political persecution and exile, as well as the hostile division between our two
     countries, have forcibly kept Cubans and their loved ones apart—sometimes for decades, sometimes
     forever. The publicity over Elián González, the six-year-old Cuban boy found clinging to an inner tube off
     the coast of Florida, alerted many Americans to the human dimensions of this tragedy. Like thousands of
     other Cuban citizens, Elián's mother trusted her own life and that of her son to an ill-fated voyage on the
     open sea. Elián's survival caught the world's attention. Since 1959, some 200,000 Cubans have crossed
     the Florida Straits on inner tubes, rafts, and boats; 600,000 have fled by plane. In the early 1960s, many
     Cuban parents became desperate enough to send their children to the United States under the Catholic
     Church’s Operation Pedro Pan, so that their children might grow up in a free society. One of these
     children is now a member of our Task Force.

     We believe that for both humanitarian reasons and the national interest and security of the United States,
     U.S. policymakers should take all possible steps to remove the obstacles that divide Cuban Americans
     from their family members in Cuba and promote lawful family reunification. In making these
     recommendations, our Task Force wrestled with the moral dilemma posed by the practice of returning
     Cubans to the island. Some on our Task Force felt that Cuba should be considered a special case, and
     that as long as a closed, repressive system persists in Cuba, the United States has a moral obligation to
     accept anyone attempting to flee, whatever his or her motive or circumstance. On the other hand, a
     special policy of open borders for all Cubans encourages people to take to the sea and tempt death. We
     do not want to legitimize the dangerous practice of alien smuggling, either from Cuba or from any other
     country in the world. That is why the recommendations in this section, taken together, attempt to maximize
     the opportunity for family reunification and safe, legal migration to the United States.

        1.End Restrictions on Family Visits. At present, the United States permits Cuban Americans to
          travel only once per year to Cuba without first asking permission, and then only for a humanitarian
          emergency. We recommend an end to all restrictions on visits by Cuban Americans to Cuba. Since
          current travel regulations do grant Cuban Americans a general license for travel once annually, we
          propose that the president eliminate the once-per-year limitation and permit Cuban Americans to
          travel under a general license as often as they like—the same rights currently accorded to
          professional researchers and full-time journalists. The federal government should not be the judge
          of how often Cuban Americans—or any other Americans—need to visit relatives living abroad.
          Nor should existing or forthcoming regulations and laws force Cuban Americans to violate the law
          in order to see their family members, for whatever purpose they deem fit.

        2.Lift the Ceiling on Remittances. Current regulations permit all American citizens to send $1,200
          per year to any Cuban family other than those of high-ranking government officials. Indeed, an
          estimated $500 to $800 million in annual remittances—sent mainly by Cuban Americans—provide
          a lifeline to hundreds of thousands of Cuban citizens, provide them with a modicum of
          independence from the Cuban state, and support the creation and growth of small businesses. We
          recommend eliminating the ceiling so that personal decisions and financial resources, rather than
          government regulations, determine how much financial support Americans can provide to their
          Cuban families.

        3.Allow Cuban Americans to Claim Relatives as Dependents. Currently, American citizens with
          dependent relatives living in Canada and Mexico can claim them as dependents for federal income
          tax purposes, provided they meet the other relevant Internal Revenue Service (IRS) requirements.
          As in our first report, we recommend an amendment to U.S. tax laws so that American taxpayers
          with dependents who are residents of Cuba can also claim this deduction. Moreover, we would
          recommend that the same rights be extended to taxpayers of other national origins who have
          dependents in their home countries, if they meet the other relevant IRS requirements.

        4.Allow Retirement to Cuba for Cuban Americans. As we suggested in our first report, we
          recommend that retired and/or disabled Cuban Americans be allowed to return to Cuba if they
          choose, collecting Social Security, Medicare, and other pension benefits to which they are entitled
          in the United States, and be accorded corresponding banking facilities, as is the principle with
          respect to other countries.

        5.Revise Criteria for Temporary Visas. The United States should do more to facilitate visits by
          Cuban citizens to see their relatives in the United States. Current policy on temporary visas treats
          Cuban applicants like it treats those from other foreign countries, applying a selection of high
          criteria such as salary, types of bank accounts, age, or property ownership to estimate their
          likelihood of returning home voluntarily. The nature of the Cuban government and economy makes
          these standards not only prohibitive but inappropriate for Cuban applicants. Moreover, recent spot
          checks by the United States Interests Section in Havana have found a surprisingly high rate of
          return to the island among those who visit the United States, a finding that should ease the anxiety
          of consular officials who are concerned that temporary visitors from poor countries will not abide
          by the terms of their visas. Although we do not minimize the task of adopting new criteria for Cuba,
          we believe that it should be done and that Cuban applications that meet these criteria, provided the
          applicants have letters of invitation from relatives in the United States, should be processed as
          quickly and favorably as possible. We recommend also that visas should be granted for a longer
          period of time than the customary thirty-day allotment and that the appropriate visa be granted to
          Cuban nationals visiting the United States for fellowships and study. We note that in the last year
          the number of Cubans visiting the United States on temporary visas has increased more than
          four-fold, to 40,000 in 1999 from 9,000 in 1998. We applaud this development and hope the
          issuance of temporary visas—a practice that allows Cubans to develop their own, independent
          views of American society—continues to increase. We recognize as well that unnecessary
          impediments, such as bureaucratic obstacles and exorbitant fees erected by the Cuban authorities,
          prevent many Cuban citizens from taking advantage of visa opportunities to travel to the United
          States. We call upon the Cuban authorities to remove these barriers.

        6.Public Education to Accelerate Safe, Legal, and Orderly Family Reunification. Cubans can
          currently pursue four programs to migrate legally to the United States: the immigrant visa program;
          the Special Program for Cuban Migrants, known as the "lottery system;" the program for political
          asylum seekers; and the worldwide lottery system. The most widely known is the "lottery system,"
          established following the 1994 migration accords, under which the United States agreed "that total
          legal migration to the United States from Cuba will be a minimum of 20,000 Cubans each year, not
          including immediate relatives of United States Citizens." Several thousand more slots are potentially
          available in addition to the annual 20,000, the figure incorrectly and widely assumed to be the
          maximum available amount. For example, many of the 1.4 million people of Cuban origin living in
          the United States (including the 125,000 who have come since 1994) are not aware that they may
          acquire permanent residence status that would make their immediate relatives—children, spouses,
          and parents—eligible to apply for immigrant visas. We therefore recommend that the Immigration
          and Naturalization Service (INS) and the U.S. State Department, together with local authorities
          and community organizations, intensify public education efforts to inform Cuban-American residents
          of the available legal mechanisms they may exercise. This way, their immediate relatives wishing to
          migrate may obtain immigrant visas, a category of legal migration that the United States makes
          available over and above the 20,000 visas distributed each year mostly to winners of the "lottery."
          Moreover, we strongly encourage the Cuban government to permit radio, television, and the print
          media to transmit this information regarding legal options for migration to the United States to the
          Cuban people, and we urge the Cuban government to disseminate this information widely itself.
          Though participating in the "lottery" or waiting for an immigrant visa may extend the period of time
          Cubans must wait to enter the United States legally, we believe that taking advantage of the
          enhanced opportunities for legal migration is an important step toward reducing the life-threatening
          dangers of efforts to leave Cuba irregularly. If funds for a public information-community outreach
          program are currently not available in relevant agency budgets, Congress should make such an
          appropriation.

        7.Expand Consular Services. Since our first report was issued, the demands on the U.S. Interests
          Section in Cuba have increased greatly. Current U.S. consular services in Cuba should not be
          limited to Havana. To process an increase in the number of legal Cuban migrants, we recommend
          that the United States open a subsection of its Havana consular office in Santiago de Cuba, a step
          that will also help the United States to fill the annual quota of several thousand slots available for
          political asylum seekers each year and better monitor the treatment of Cubans returned to the island
          under the migration accords. Moreover, we recommend that the United States negotiate a
          reciprocal agreement with Cuba that will allow each country to expand its consular
          services—perhaps with Cuba opening a subsection of its current consulate in another U.S. city—to
          accommodate increased contact between citizens of both countries.

        8.Prosecute Alien Smugglers. In spite of expanded opportunities for legal migration, there has been
          a troubling increase in alien smuggling from Cuba to the United States—a dangerous practice in
          which smugglers extract exorbitant fees for the perilous journey across the Florida Straits. The
          September 9, 1994 "Joint Communiqué on U.S.-Cuba Immigration Agreement" states that the
          United States and Cuba "reaffirm their support for the recently adopted U.N. General Assembly
          resolution on alien smuggling," and "pledged their cooperation to take prompt and effective action
          to prevent the transport of persons to the United States illegally." The communiqué also notes that
          "the United States has discontinued its practice of granting parole to all Cuban migrants who reach
          U.S. territory in irregular ways. The Republic of Cuba will take effective measures in every way it
          possibly can to prevent unsafe departures using mainly persuasive methods."

          Adherence by both Cuba and the United States to the 1994-95 migration agreements (the
          fundamental objectives of which are to prevent the loss of life and to safeguard American borders)
          requires the United States to prosecute smugglers. Family reunification measures—combined with a
          review of current automatic parole practices and criteria, including the existence of prior criminal
          records, and a more judicious application of the 1966 Cuban Adjustment Act—will, in our view,
          reduce the risk to life that so many Cubans are now undertaking while enhancing their opportunities
          to migrate to the United States legally and safely.

        9.Confront Neglected Immigration Issues. A number of migration-related technical issues, such as
          fee structures and the timeliness and prohibitions of exit and entry-paper issuance for temporary
          and permanent migration, require more regular and serious communication. We believe such
          contact can increase the expanded opportunities for safe, orderly, and legal family reunification and
          is in the interest of both the Cuban people and the United States. Therefore, we recommend more
          regular, routine, and substantive contact through the Interests Sections in both capitals. We also
          hope that the governments of both Cuba and the United States will seriously address the issues that
          each would bring to the table during such talks. These talks would provide the opportunity to revisit
          a stalled 1996 U.S. initiative proposing a return agreement with Cuba to repatriate, in a mutually
          acceptable, timely fashion, those with criminal records who are not already included on the list of
          "excludables" agreed to under the 1984 migration agreement.

                    BASKET TWO: INCREASING THE FREE FLOW OF IDEAS

     In our first report we noted that expanding human contact to help spread information, new ideas, and
     fresh perspectives can help break the isolation of, and expand engagement in, Cuba. We recommended
     more licensed travel not only by individuals, but by nongovernmental organizations (NGOs). As a result of
     the adoption of these recommendations, new bridges between the American and Cuban people now exist.

     We also continue to believe that—as we have seen in successful transitions from communism to
     democracy in nations such as Poland, Nicaragua, and the former Soviet Union—often some officials in the
     old regime, because of long-standing conviction, a change of view, or a desire to adapt to changing
     political realities, can help the peaceful establishment of a new democratic polity.

     The Task Force wrestled with the issue of lifting the ban on travel. Many members were concerned that
     this travel would largely be of a "tourist" nature, and that the proceeds would go to the Cuban government
     through its joint ventures with foreign hotel concerns, and thus strengthen its repressive capacities. Others
     noted, however, that no apparent weakening of the instruments of official repression was evident when
     Cuban state income was more constrained in the early 1990s. Still others argued that allowing unlimited
     travel by Cuban Americans to the island, as we propose, but not by all Americans, as we also propose,
     raises serious constitutional questions about whether such a distinction is warranted. Moreover, the large
     increase in people-to-people travel proposed in our first report and implemented by the Clinton
     administration has already significantly increased the number of Americans staying on the island, many of
     whom, no doubt by necessity, stay in joint-venture tourist hotels. However, we also note that in many
     regions of Cuba, small, privately run restaurants, bed and breakfasts, and informal taxi and guide services
     are springing up—they benefit from this increased travel outside the confines of state authority.

     On balance, the Task Force believes that freedom is contagious and that people-to-people contacts by
     ordinary American citizens will help convey democratic and free-market ideas to ordinary Cubans, while
     continuing to dispel the Cuban government’s propaganda about the American government’s hostility
     toward Cuba. We believe that when possible, in providing normal travel guidance about Cuba to visiting
     Americans, the State Department should highlight the availability of informal and private services in Cuba
     and note that the proceeds from such services benefit ordinary Cubans substantially more than the
     proceeds of state-owned facilities.

     Thus, to speed the dynamic currently underway, we propose strengthening some of our previous
     recommendations.

        1.Issue a General License for Travel by All Americans. Following the Clinton administration’s
          January 1999 measures, new travel regulations have effectively expanded licensing for American
          travel to Cuba—to nearly 200,000 for 1999, by most estimates. Trusting in the power of freedom
          and democracy, and in view of the success of people-to-people contacts, we recommend that the
          president issue a general license to all Americans wishing to travel to Cuba. Americans traveling
          freely, without government licensing or program restrictions, will support the expansion of
          free-market activity in Cuba and will build links with Cuban society that no government program
          would envision. If the Cuban government blocks Americans from visiting the island, it alone will be
          held responsible for isolating its population. American citizens personify American ideas and values.
          We note that despite the recent codification of travel regulations, the House of Representatives
          voted recently to indirectly lift the travel ban by withholding funds to enforce current restrictions.
          Whether through a change in law by Congress, which would be preferable, or through the existing
          licensing authority of the executive branch, all Americans should now be able to travel freely to
          Cuba. The effect of a general license for all American travel will be to eliminate the current
          requirement of prior approval from OFAC; it will thereby end the ban on travel to Cuba by
          Americans excluded by current regulations.

        2.Make Federal Funds Available to Support People-to-People Exchanges. According to
          OFAC, more than 200 American NGOs are currently engaged in some sort of exchange with
          Cuban institutions. At present, only a handful of private foundations support these exchanges. Many
          of the American NGOs now building new ties with Cuban institutions receive federal funds for a
          range of their international activities, including from the National Endowment for the Arts, the
          National Endowment for the Humanities, the National Science Foundation, the National
          Endowment for Democracy, the Fulbright Scholarship Program, the United States Information
          Agency (USIA), as well as from the Inter-American Foundation and many sources at other
          executive branch agencies, such as the Department of Education, the Department of Agriculture,
          the Environmental Protection Agency, and the Smithsonian Institution. But current practices reduce
          the potential impact of these programs by preventing NGOs from spending these funds for licensed
          exchanges and forcing them to compete instead for limited funds from private foundations. We
          therefore recommend an end to the current practice of prohibiting the use of such funds to support
          American NGOs’ people-to-people programs with Cuba, which include programs between
          American and Cuban official and independent trade unions, and sponsorship for undergraduate,
          post-graduate, and mid-career study by Cubans in the United States and Americans in Cuba. We
          recognize that many NGOs will avoid federal funding, for fear of compromising their integrity and
          independence in Cuban eyes. But we think the decision should be theirs, not the government’s. In
          addition, Cuban professionals should be invited for USIA-sponsored international education tours.
          We also recommend an increase in the number of staff at the U.S. Interests Section to help
          facilitate the emergent partnerships between American and Cuban NGOs and private foundations.
          And finally, we urge private sector and U.S. government support for book and literature programs
          focused on democracy and market reform. Such materials should be made available to Cuban
          religious organizations, students, scholars, and independent civic groups.

        3.Direct Commercial Flights and Ferry Service. In our last report, we recommended that the
          United States permit commercial airlines to open routes from major U.S. cities and hubs to Havana
          and other Cuban cities. Since then, charter service has expanded from Miami, New York, and Los
          Angeles to Havana, Santiago, Camagüey, and other cities. We again recommend that commercial
          airlines be permitted to fly to Cuba; to that end, we recommend that the United States negotiate a
          civil aviation agreement with Cuba. In addition, we recommend that OFAC be authorized to issue
          licenses for regular ferry services between Florida and Havana.

        4.Expand Links Between American NGOs and their Cuban Counterparts to Promote
          Environmental Health and Conservation. Americans and Cubans have a common interest in
          protecting species such as manatees, sea turtles, and migratory birds that share our ecosystems.
          The long-term health of the Cuban population and its prospects for future prosperity will depend on
          the wise stewardship of the Cuban environment. Conservationists within Cuba can provide an
          important counterpoint to those who would despoil critical ecosystems such as the Biramas and
          Zapata wetlands, or the remaining forests of the Sierra Maestra and Sierra del Rosario. Yet
          restrictions on developing joint programs with their Cuban counterparts hamper American NGOs’
          efforts to build exchanges in the area of environmental conservation. For example, joint
          environmental research between American NGOs and scientists at Cuban universities and research
          institutes is hindered by restrictions that prohibit the transfer of funds and equipment for joint
          field-based activities. This is because research scientists tend to be based at universities, research
          institutions such as botanical gardens, and centers such as the Institute of Ecology. Although these
          entities can be defined as branches of the Cuban government, the technical specialists working
          there are individuals who will be active in conserving Cuba’s environment well into the future,
          beyond the current regime. An investment in developing cooperative environmental and wildlife
          conservation projects between the United States and Cuba would receive broad support in both
          countries. We therefore recommend issuing the requisite licensing to American NGOs for the
          purpose of transferring funds and equipment for joint field-based activities.

                                 BASKET THREE: SECURITY

     Whatever the precise shape Cuba’s future political evolution takes, the Cuban military will likely play an
     important role, either permitting or seeking to suppress a peaceful democratic transition.

     One of the most heartening trends in eastern Europe—with the exception of Yugoslavia—have been the
     strongly positive roles played by the military forces in a number of the former Soviet satellites. Many
     NATO generals served as officers in the armed forces of former communist regimes. This is true even in
     Poland, where as recently as 1986, the Polish Army was enforcing martial law against the Solidarity trade
     union. In our own hemisphere, in El Salvador, for example, former guerrillas now participate in the
     democratic process and have become political party activists and elected officials. We note also that the
     Southern Command (SouthCom) has begun to interact with the Nicaraguan army, once under total
     control of the Frente Sandinista de Liberación Nacional (FSLN), but now serving under elected civilian
     rule.

     We hope the Cuban armed forces will move down the same road and accept civilian control in a future
     democratic state. We believe that as the Cuban armed forces gain confidence that the United States will
     not take military advantage of a political opening on the island (as government propaganda claims), the
     more likely it is that the armed forces will permit, or even support, such an opening in the future. We want
     to enhance the chances that this will happen.

     Some Task Force members are reluctant to grant the present Cuban regime and its military and security
     agencies the legitimacy that the exchange recommendations listed below seem to imply. These members
     emphasize, in any event, that such exchanges can serve U.S. interests only if they involve mid-level,
     younger officers in the Cuban armed forces, not merely the most senior—and presumably most
     ideologically committed—officers. These Task Force members emphasize also the value of
     civilian-to-military exchanges: they note that the United States must encourage the armed forces in former
     communist nations that have carried out successful transitions to democracy, such as Poland, to conduct
     similar exchanges with the Cuban armed forces. Finally, they stress that one of the central messages that
     the U.S. military should convey to its Cuban counterparts is that future relations, and indeed the status of
     the Cuban military itself, will depend significantly on whether it plays a constructive role in a peaceful,
     democratic transition.

     We share these concerns and believe that any program of military-to-military contact should be designed
     accordingly, and that such contacts be carefully calibrated and reviewed regularly. Nevertheless, although
     we recognize the risks involved, we take a pragmatic, realist view. The Cuban military exists. Indeed, it is
     one of the few strong institutions on the island. Its attitudes and behavior will be crucial to Cuba’s future
     political course. We believe that the vital interests of the United States will be served by taking steps now
     to prepare for that future.

        1.Develop Military-to-Military Contacts. Several former Commanders in Chief (CINCs), such as
          General Jack Sheehan and General Charles Wilhem with responsibility for the Caribbean have
          stated that Commander in Chief of Allied Forces Southern Europe (CINCSOUTH) and his staff
          should be able to sit down with their Cuban counterparts to discuss security issues relevant to their
          responsibilities, in such areas as drugs, crime, joint disaster relief, and joint air-sea rescue. At a
          lower level, it would also be beneficial to promote contacts at the O-4 and O-5 rank (lieutenant
          commanders and commanders, majors, and lieutenant colonels). On the Cuban side, these officers
          will be in key positions of responsibility seven to ten years from now, so now is the best time to
          start developing the kinds of professional ties and relationships that will facilitate future
          communication, dialogue, cooperation, and better mutual understanding. If, after a trial period, the
          United States determines that such engagement is having no constructive effect or that the Cuban
          government is so manipulating and limiting the contacts as to nullify their purpose, the nature and
          scale of the engagement can be reviewed.

        2.Continue Counternarcotic Contacts. It is in the interests of the United States to develop an
          active program of counternarcotic contacts with Cuban counterparts, through the exchange of
          information regarding drug trafficking, organized crime, and human rights. Cuba is geographically
          central to the drug economy of the Caribbean Basin. Regarding drug trafficking, the goals of such a
          program would be to cooperate in the exchange of information related to the shipment of drugs
          through, over, and around Cuba and the Caribbean, whether the drugs’ ultimate destination is Cuba
          or the United States. The intelligence to be shared would be the information useful for deterring and
          suppressing the drug trade. Intelligence exchanges focused on information related to the drug trade
          and organized crime would be beneficial to the United States and support the broader U.S.
          objective of a more stable, peaceful, and prosperous Caribbean Basin. At a minimum, these should
          involve some limited exchanges of personnel between both countries to foster cooperation on these
          vital matters of mutual interest. If Cuba’s public commitment to battle the drug menace in the
          Caribbean proves hollow, and the counternarcotic-exchange effort yields no early harvest, it should
          be discontinued.

        3.Explore Regional Cooperation on Colombia. We note that Colombia has invited Cuba to join
          with Norway, France, Spain, and Switzerland, in a group of países amigos (friendly countries) to
          "accompany" Colombia in its search for a negotiated settlement to the country’s conflicts. The
          government of Colombia has indicated that, particularly with respect to the Ejercito de Liberación
          Nacional (ELN) guerrillas, the government of Cuba has played a constructive role in the
          negotiations. We recommend that the United States government actively and formally work with
          Cuba, if the opportunity presents itself, in support of the Colombian peace process.

             BASKET FOUR: TRADE, INVESTMENT, PROPERTY, AND LABOR RIGHTS

     Our last report recommended a series of measures designed to relieve the suffering of the Cuban people
     today while building the basis for a better relationship between Cuba and the United States in the future.
     Here, we elaborate on some of these proposals and include additional recommendations that focus on
     two fundamentals that Cuba will need to address in the future: labor rights and the legacy of property
     nationalizations.

        1.Food and Medicine Exports. In January 1999, the White House, echoing this Task Force’s
          earlier recommendation, announced that it would open up commercial sales of food and medicine
          to Cuba. However, when the new regulations were promulgated five months later, they banned
          private financing and limited food sales to "independent, non-governmental entities," noting that
          "end-users" must have no relationship with the Cuban government.

          Prior to the final congressional vote on sanctions reform in October 2000, bipartisan majorities in
          the House and Senate voted to end the sanctions on sales of food and medicine to Cuba without
          the private-financing restrictions carried under the new law. Recognizing the bipartisan support that
          now exists, this Task Force recommends that whether by law or as a matter of presidential policy,
          all sales of food, agricultural products and inputs, and medicine and medical products to
          non-governmental institutions, governmental agencies, and private citizens in Cuba be permitted, for
          cash or with conventional 90-day commercial (but not government-subsidized) credits. Currently,
          the Cuban government does not permit cooperation among private farmers and independent small
          businesses in the purchase of U.S. food or medical products or inputs. We call upon the
          government of Cuba to permit all "end-users" to purchase American products.

        2.Permit Investment in and Export of Newly Created Informational Products. The 1988
          Omnibus Trade Bill amended the Trading with the Enemy Act to legalize the export of informational
          material to countries otherwise subject to the prohibitions in the Act. The Treasury Department
          interpreted the new law to include exports only of finished products, such as published books,
          compact discs, artwork, movies, and so on. The original intent of the new law was to allow
          Americans to export not only these finished products, but also to invest in the production for export
          of newly created informational materials. Consistent with Recommendation Four in this basket, we
          recommend, as we did in our first report, that OFAC be instructed to revise existing regulations to
          permit direct American investment in the creation and export of new informational products.

        3.Facilitate Resolution of Expropriation Claims. President Eisenhower banned U.S. trade with
          Cuba forty years ago, in October of 1960, in response to Cuba’s nationalization, without
          compensation, of properties and businesses then owned by Americans on the island. Cuba had
          taken over agricultural lands and sugar mills soon after the 1959 revolution; in 1960 it seized the
          U.S.-controlled nickel mines, the telephone company, petroleum refineries, electrical generation
          and distribution facilities, cement and tire plants, supermarkets, and banks.

          Individual (largely residential property) claims to one side, the U.S. Foreign Claims Settlement
          Commission (FCSC) valued the U.S. corporate properties taken at $1.6 billion in 1972.
          Calculating interest at the rate of 6 percent utilized by the FCSC, this gross loss would be roughly
          $5.52 billion today, though the impact on the companies has been reduced by tax benefits.

          The embargo was tightened by President Kennedy in February of 1962. It has remained in place
          ever since. Titles III and IV of the 1996 Helms-Burton law—the provisions that penalize foreign
          companies and have created serious tensions with Europe and Canada—are both directed at
          foreigners who "traffic" in the expropriated U.S. property.

          The uncompensated claims of U.S. citizens, in short, have been central to the U.S.-Cuba
          confrontation for four decades. As a first step toward resolving the claims issue, we propose a
          solution that would be more meaningful to the business prospects of the expropriated U.S.
          companies than would be the uncertain possibility of some discounted cash recovery at some future
          date from a future Cuban government for their net losses, after taxes, for property taken more than
          forty years ago. The proposal would at the same time reduce the likelihood of confrontation
          between the United States and its allies over Helms-Burton.

          Our recommendation requires some background. In recent years, the Cuban government has
          legalized dollar holdings and transactions, delegated authority to managers of the state enterprises,
          and enacted Law Number 77, entitled the Foreign Investment Act ("Law 77"), which establishes a
          framework for foreign investment in joint ventures in Cuba.

          A number of European and Canadian companies have entered into joint ventures with Cuban state
          companies. Others are under active consideration. In at least one case involving property
          confiscated from a U.S. claimant, ITT, the Italian phone company STET reached a settlement with
          ITT as a result of which STET was able to enter into a joint venture with the Cuban telephone
          company without facing a risk of challenge under Helms-Burton.

          Like the Europeans and Canadians, certain U.S. companies with claims certified by the FCSC are
          interested in future business opportunities in Cuba. Many of these "certified claimants" are prepared
          to resolve their forty year-old nationalization claims against the Cuban government in the context of
          joint venture agreements with the relevant Cuban enterprises, through which they would again be
          able to participate in—and contribute to—the Cuban economy. They would do so by renouncing
          their certified claims in exchange for equity in joint venture projects under Law 77.

          Such resolution of a certified claim is not inconsistent with Helms-Burton it is the essence of the
          statute that a determination not to pursue a claim, or its abandonment or relinquishment, requires no
          authorization from the U.S. government. The decision is the certified claimant’s to make. Title III
          establishes that claimants—both certified and non-certified—have causes of action against
          "traffickers," (which, for the moment, they cannot pursue because of the suspension of Title III
          access to U.S. Federal courts). But Title III does not require a claimant to sue to obtain a
          recovery. A claimant may litigate or desist as the claimant chooses. Settlement of a claim in the
          context of a joint venture would be, in substance, nothing more than a voluntary decision to desist
          from pursuing a Title III suit.

          The transaction by which the U.S. company may propose to enter into a joint venture with the
          Cuban enterprise would have to be licensed under the present regulatory scheme—and it could be
          licensed. Helms-Burton "codified" the embargo of Cuba as it stood on March 1, 1996. It thus
          preserved the ban on U.S. persons engaging in business transactions in Cuba in the absence of a
          license, "except as specifically authorized by the U.S. Secretary of Treasury." [8] Thus, the
          proposed settlements could be licensed under the economic embargo of Cuba in effect on March
          1, 1996, consistent with Helms-Burton.

          We recognize that this proposal addresses only claims certified by the FCSC and not claims by
          Cuban Americans who lost property. Some members of our Task Force believe the American
          government should espouse the property claims of Cuban Americans. Others believe doing so
          would reinforce the current Cuban government’s nationalist rhetoric and also be highly destabilizing
          to a new, democratic government; they argue that this issue should instead be left to another day,
          and properly subject to judicial proceedings in a sovereign Cuba, without participation by the U.S.
          government.

          We limit our recommendations now to a first step toward addressing what will inevitably prove a
          long and complicated process involving the claims of American citizens, whatever future political
          course Cuba takes. We believe, however, that the opportunity to resolve the vexing expropriation
          claims should not be limited to the claims of business enterprises. Any holder or transferee of a
          claim should be permitted to negotiate an exchange of that claim for whatever value is deemed
          adequate to satisfy that claim. In short, other exchanges of value, in addition to participation in a
          joint venture, should be permitted (and indeed encouraged); the sooner this bone of contention can
          be resolved and the ancient claims disposed of the better.

          At this time we recommend that the president prepare to issue licenses for the purpose of
          negotiating and implementing such settlements as we describe herein.

          The proposal—to allow expropriation claims against Cuba to be resolved by claimants as part of a
          joint venture arrangement—raises the issue of whether U.S claimants who settle existing claims in
          exchange for equity positions in their original, or other, industries, would then be free to invest and
          expand on their equity, or would remain passive owners only. Without the ability to further
          capitalize their investment, some claimants might have less incentive to go forward. On the other
          hand, to allow them to invest without limitation might be seen as creating a privileged class of
          individuals and companies–either the original claimants or those who had purchased rights to a
          claim—who would be legally allowed to invest in Cuba, to the exclusion and perhaps commercial
          disadvantage of all other U.S. individuals and companies. The Task Force chose not to resolve this
          point. There seemed to be a consensus for taking the first step of allowing U.S. claims to be
          resolved through equity ownership, but not a consensus in favor of the next step of allowing
          follow-on investments by the new U.S equity owners. Some suggested that the discriminatory effect
          was reason to reject the proposal; others thought that the logical solution was to license investment
          generally.

          The dilemma, in other words, raised a broader issue that reached beyond the mandate the Task
          Force had set for itself: whether removing the present ban on U.S. investment in Cuba is in the
          national interest and would promote a rapid, peaceful transition to democracy in Cuba. The debate
          has often been articulated elsewhere in narrow and sterile terms—whether the United States should
          simply lift the embargo or tighten it, as a means to alter the political structure in Cuba. Not enough
          thought has been given to the possibilities of allowing U.S. investment in Cuba subject to certain
          norms that would promote human and worker rights and the evolution of independent trade unions.
          Around the world, U.S. corporations are taking the lead in adopting codes of conduct that make
          many important standards—regarding child labor, working hours and conditions, human rights,
          sexual harassment, and non-discrimination—a condition of partnership with producers.

          We think a serious discussion among those who wish to see a more thoughtful and creative policy
          toward Cuba needs to begin about this subject. Certainly, with regards to communist countries
          such as China and Vietnam, U.S. policy has evolved toward engagement by the U.S. private
          sector, as an instrument of opening markets and stimulating democratic change. In South Africa,
          such codes of conduct promoted by American companies played a constructive role in that
          society’s evolution from authoritarian racism to multi-racial democracy. As the debate in the Task
          Force on claims settlement elucidates, the subject of U.S. investment in Cuba needs the same kind
          of creative and pragmatic thinking.

          Opponents of lifting the ban on investment argue that, given the economic structure of joint ventures
          in Cuba, investment would simply channel hard-currency reserves into the regime, strengthen its
          capacity for political control and repression, and thus perpetuate the regime. This is a serious
          concern. However, the Task Force, in both its first and second reports, also reached a consensus
          that engagement with Cuba, through significantly expanded people-to-people exchanges, on
          balance promotes democratic change. The fact is that such exchanges—by bringing hundreds of
          thousands of Americans to Cuba—also bring additional hard currency to the government. So too
          do others of our recommendations: lifting the current limit on remittances by Cuban Americans;
          extending remittances to all Americans; ending the limit on visits by Cuban Americans to their
          families; lifting the ban on travel by all Americans; and permitting limited investment on the island to
          support these activities in the small but growing private sector there. Therefore, much more open
          and creative thought must be given to judging the real effects of U.S. investment. Practices around
          the world suggest that in general, U.S. corporations overall are far more likely to impose codes of
          conduct, direct pay of workers, and other labor and human rights as a condition of investment.
          Moreover, substantial evidence exists to show that workers in firms in which non-U.S. investors
          are involved—despite the clear effort by the Cuban government to control hiring and siphon off a
          substantial percentage of workers’ earnings—reap substantial economic benefits. These benefits
          both allow them to provide better for their families and also reduce their economic dependence on
          the government, which is an important lever of its social control. Although the Task Force has
          chosen not to join the investment debate outright, we believe strongly that there is a need to try to
          find creative new ideas that could break the old deadlock on issues of investment, such as outlined
          above, and promote the goal that unites Americans of good faith: promoting rapid, peaceful,
          democratic change in Cuba.

        4.Begin Licensing Some American Business Activity. The Cuban government has been slow to
          enact liberalizing economic reforms. It prohibits, for example, Cuban citizens from investing in small
          businesses on the island. We believe that permitting certain limited American investment on the
          island can further the economic reform process in Cuba and begin to help all Cubans to participate
          fully in their economy. To that end, we reiterate a recommendation from our first report: that four
          limited categories of American business routinely receive licenses to operate in Cuba. As in our first
          report, they are: 1) news gathering or the procurement and creation of informational material; 2)
          providing on-the-ground services to capture the business resulting from increased American and
          Cuban-American travel; 3) activities related to the distribution of humanitarian aid and sales; and 4)
          activities related to culture, including the production, purchase, and sale of new cultural materials
          and artworks, such as theater, music, architectural preservation and restoration, photography,
          urban planning, and the media and the verification of Cuban Adherence to intellectual property
          rights. In our judgment, each of these categories supports objectives clearly specified in U.S. law.

          In addition, one of the greatest obstacles to the development of an independent trade union
          movement in Cuba and to greater rates of foreign investment is the monopoly the state currently
          holds on the hiring and paying of workers. Although it may make more fiscal sense for the state to
          capture tax revenue through tax policy rather than through a direct labor tax, we are more
          concerned by the state prohibition on direct hiring. As it becomes apparent that Cuba is reducing
          the role of the state in the hiring process, we recommend consideration of American investment
          beyond these four categories, contingent upon demonstrated progress in adhering to workers’ core
          labor rights, as identified by the International Labor Organization (ILO). [9]

        5.Conduct an Independent Study of Labor Rights in Cuba. The development of a free and
          independent trade union movement, and protection of core labor rights such as the right to strike
          and organize, count among the foundations of democracy. We note the leading role played by the
          independent Solidarity trade union movement in Poland, with strong support from the AFL-CIO
          and by trade unions in South Africa in the successful transition to democracy and the end of
          apartheid, respectively. Today, many core ILO standards and internationally recognized labor
          rights are denied in Cuba, where official trade unions largely serve the interests of the state. The
          current Cuban law, to cite just one example, that requires foreign investors to contract workers
          indirectly, violates internationally recognized labor rights. The overall result is that foreign investors
          pay several hundred dollars per month per worker, but the worker receives a fraction of that
          amount in pesos. This amounts to a labor tax of approximately 90 percent. This tax, along with
          many other economic hardships and inequities experienced by Cuban workers, grows out of their
          fundamental inability to exercise the right to free association and collective bargaining. In practice,
          foreign investors as a rule supplement this base pay with monthly dollar bonuses and basic hygiene
          and food products. Indeed, even many state enterprises and some government institutions now
          supplement peso salaries with regular dollar bonuses. Earlier in the 1990s, coveted jobs in the
          mixed-enterprise sectors were once reserved for party loyalists and the military. Today, jobs in
          tourism and related services, private and cooperative farming, and microenterprises have
          expanded; it has thus become much more difficult for the government to subject hiring practices to
          a political litmus test.

          Cuban workers can and should play an important and positive role in a peaceful democratic
          transition to a society capable of protecting existing social benefits for workers, while also sharing
          the benefits of the new global economy with all of its working people. As we have seen from the
          experiences in the former Soviet Union and many nations of eastern Europe, this is a daunting but
          essential task. Recently the AFL-CIO and the International Confederation of Free Trade Unions
          (ICFTU) have led delegations to Cuba to discuss the fundamental importance of an independent
          trade union movement in the defense of workers’ rights, and how best to prepare the Cuban labor
          force to function in a more open economy. The process of dialogue and discussion needs to be
          broadened and deepened. We therefore recommend an independently funded study of labor rights
          in the mixed and state-enterprise sectors, comparing Cuban law and conditions to those of
          comparable economies in the region, and to basic worker rights guaranteed under the ILO. The
          study should also examine the issue of race and ethnicity in the Cuban work force to examine the
          extent to which Cubans of color have equal access to jobs in the joint-venture sectors, especially
          tourism. Such a study should draw on the work in this area already done by the AFL-CIO and by
          other research conducted on the ground in Cuba, to provide interested parties—such as American
          and international trade unions, businesses, and human rights groups—with a baseline of information,
          and to suggest directions for further initiatives to prepare Cuban workers and management for their
          inevitable encounter with the demands of the global economy. We recommend that after the study
          is completed, the U.S. administration consult with labor, business, and congressional leaders to
          discuss how to implement its findings.

        6.License American Universities and the Private Sector to Establish Management Training
          and Labor Rights Institutes. In recent years, Cuba has been sending young managers of
          joint-venture enterprises to Europe for training in business management. Among the most
          competitive fields in Cuba, now attracting some of the brightest young people, are international law,
          business, and economics. Indeed, the mixed-enterprise sector continues to expand, providing a
          training ground for those individuals who will emerge as the forces driving the emergence of a
          market economy. The American private sector, directly and through university programs, can play
          a valuable role in this process. We recommend that the president issue licenses to American
          businesses, business schools, and NGOs to establish management training institutes in Cuba with
          European, Canadian, and Latin American partners. We likewise recommend that Cuban students
          be awarded scholarships, paid by universities and the private sector, to attend business school and
          management training programs in the United States. We believe a similar program should be
          considered in cooperation with the AFL-CIO, to educate Cuban workers about internationally
          recognized labor rights and the organizing of free trade unions. Finally, we call on the government of
          Cuba to permit its students and other citizens to take advantage of such opportunities as they arise.

        7.Support Cuban Observer Status in the World Bank and Inter-American Development Bank.
          Since the collapse of the Soviet bloc, the Cuban government has undertaken sporadic economic
          reforms, but has rejected a comprehensive liberalization of the economy. We recognize that Cuba
          has a considerable distance to go and much to learn about how modern market economies and the
          international financial system function before it will be eligible for full membership in the international
          financial institutions. The process of exposing Cuba to the norms and practices of the international
          community should include the opportunity for Cubans to understand those institutions that are
          relevant to implementing economic reforms that will be necessary to compete in the global
          economy. As a first step in laying the groundwork for an economic transition in Cuba, we
          recommend that the World Bank and the Inter-American Development Bank consider granting
          Cuba observer status.

        8.Oppose Cuba’s Readmission to the Organization of American States (OAS). Admission to the
          OAS is another matter. The OAS and its member states labored long and hard over the last
          decade to strengthen the institution’s commitment to democracy as the only legitimate form of
          government in the Western Hemisphere and to take on a collective responsibility, as first enunciated
          in the Santiago Declaration in June 1991, to defend democracy when it is at risk. We believe
          Cuba’s readmission to the OAS now would undermine that important institutional commitment to
          democracy. Therefore, until Cuba accepts the democratic disciplines of regular, free elections
          embraced by every other nation in the region, we oppose its readmission to the OAS.

                   ADDITIONAL AND DISSENTING VIEWS BY MEMBERS

     On Addressing Lifting the U.S. Embargo

     We strongly support the Task Force’s recommendations but believe that its objectives can be best
     achieved by addressing the central issue of U.S.-Cuban relations: the embargo.

     The current U.S. embargo obstructs humanitarian aid and obscures the failure of the Cuban government’s
     economic policies, which is the central cause of the very significant human suffering in Cuba today. The
     new president has a historic opportunity to work with a new Congress to lift the embargo, specifically all
     restrictions on trade and travel, and he should be encouraged to do so.

     We agree with the report’s conclusion, however, that the ban on American investment should be treated
     differently. It should only be lifted as the Cuban government allows Cuban citizens to participate in the
     Cuban economy through direct employment, business ownership, and other economic rights.

                                                                   María de Lourdes Duke
                                                                  Micho Fernandez Spring
 
 

     On Travel and People-to-People Exchanges

     There are two reasons why, in spite of some differences in tone and even in content, I am willing to sign
     this report. One is that it properly assumes that the task before us is to devise a policy for the middle and
     longer term, taking as a given the biological fact of Fidel Castro’s mortality. The other is that the report
     largely frees us from the trap of waiting for reciprocity from Havana. That will never come under the
     present regime. A proper U.S. policy toward Cuba takes its point of departure from the notion that we
     know what we want. Whether the current government of Cuba—which after all has never been
     elected—wants it too should properly be a matter of indifference to us. As we are not omnipotent, or
     even "hegemonic," we may not get where we want to go, but that should not stop us from identifying and
     using the many assets we do possess.

     Cuba is a very special Latin American country. Although supposedly very nationalistic, it is nonetheless
     permanently fascinated by and attracted to the United States—our culture, our institutions, our way of life.
     Indeed, I would not be a bit surprised to see the next government in Cuba, or the ones that follow it,
  &