June 2012

Federal Perspective

The U.S. Department of Commerce’s Tony Wilhelm oversees the Broadband Technology Opportunities Program/(BTOP) at the National Telecommunications and Information Administration (NTIA). This agency advises the U.S. President on telecommunications policy, including national policies on broadband, Internet use, and access to both. The BTOP program distributed $4 billion in grants to increase broadband subscribership and meaningful use in unserved and underserved communities.

“Technology is important to seniors, but seniors are important to both technology and to the economy,” Wilhelm said, for this particular moment in time, as Americans live longer.

“The enormous technological and demographic changes in the last century have changed nearly everything about us,” Wilhelm said. “In the 20th century, more years have been added to human life than in all the millennia before. We are living twice as long. By 2015, there will be more of us over age 60 than under age 15. That’s our challenge to meet.”

Stanford University, he said, has developed a Center on Longevity to re-think approaches to aging. They are specifically studying the development of the human life span, and using innovation through science and technology to solve the problems of seniors in America. Technology can do much to make that longevity a healthy and prosperous lifespan. “But can seniors add to our technology today,” Wilhelm said. “So much we can’t quantify. Currently those Americans are not in the online discussion, and that is unacceptable.”

Wilhelm said that studies reveal surprising data about the elderly. “Seniors are more optimistic, the most generous, more open to reconciliation, and have less stress, compared to other age groups. Our parents and grandparents have more experience, more expertise. They understand trade-offs, and know nothing is free.” “With more of these perspectives in public and digital life, the nation will be richer, better, and far more compassionate,” Wilhelm said.

The face of the U.S. economy and workforce will look older in the next decades and beyond. There will be even more older Americans, many of whom who are looking at several more decades of living after their retirement. Assuming good health, “Many Americans are now working well into retirement, getting new jobs after retirement, following a dream or working part time,” Wilhelm said. “Seniors are also very creative. Most inventors are over age 50.” Think of the even greater contribution that seniors could make by focusing their lifetimes of knowledge and experience to create in the last third of their lives.

Wilhelm met a 66-year old woman recently who has created a digital game, an assortment of brain teasers called “Muddles.” “Today she is saving to buy I-pad,” Wilhelm smiled, underscoring the ethic of many older Americans -- to buy what you can afford, and go stake your claim in the marketplace of ideas.

Use of social networking sites is exploding in the older demographics, portending very good news in a population most skeptical of the digital economy and information age. “A public library in Bangor (Maine) started a class called ‘Facebook for Seniors’,” Wilhelm said. “They consistently have a 50-person waiting list to get into the class. There is just tremendous interest in getting into that, and other classes that help seniors navigate the evolving world of social networking.”

Wilhelm’s office at the NTIA has both limitations and opportunities to support getting more low-income seniors online. One of the most useful tools NTIA can provide to the organizations represented at the conference are official reports. They can give partners working with seniors data to support requests for public or private funding, offer a data overview to inform advocates, and give them official information to rely on.

“These kinds of reports also help us draw attention – then focus attention – on problems around the digital divide, and remind us to solve the problems,” Wilhelm said. Easily the most visible contribution by the Administration to bringing broadband to more Americans – and expanding the access to low-income communities – was the over $4 billion in seed money to establish partnerships with many of the organizations hosting or participating in the conference.

“The investments we made for both broadband access and broadband adoption were game-changing investments,” Wilhelm said. “These investments accelerated the efforts already underway at the local and community level.”

“This nation absolutely needs to continue these game changing investments – like BTOP – to stay ahead of the rest of the world in the internet economy,” said Wilhelm. “While we are still in early stages of accessing information and feedback on the partnerships we invested in, we already know we have significantly changed the lives of many people and learned lessons that will help us in the future.”

“Last year, we also launched a digital literacy portal to establish a cross-agency, one-stop-shopping forum on best practices and recent information for practitioners delivering digital literacy training and services in their communities,” Wilhelm said.

“We have got to make broadband relevant in every corner of our country,” said Wilhelm. “We rely on intermediaries, particularly in distressed populations or low-income communities in areas – to train seniors who are difficult to reach,” said Wilhelm, noting that creativity matters when finding ways to reach low-income seniors. “Intergenerational partnerships are particularly effective,” Wilhelm said. “California Connects takes junior college students to teach family members digital skills. The art of this is meeting people where they are – and finding locations that mitigate travel and places that dispel the fear of using it.”

“We have found that comprehensive services to address questions for the seniors, help with a successful training,” Wilhelm said. “Transportation and food vouchers are often important to getting seniors there. The constant we hear is that human interface is very important to getting seniors online.” Only two years into this, and everyone’s efforts are making headway, even into the stiff economic wind.

Seniors, practitioners, advocates and others can do something to promote the public good. “Share,” Wilhelm smiled. “Add things to our digital literacy portal, documents or information, which will benefit others doing this important work. Share lessons on what’s working in your particular environment,” said Wilhelm. “More importantly share and explain what is NOT working. It is trial and error that perfects this evolving effort.”

Wilhelm said that a digital literacy corps is in development. The Administration is promoting digital literacy across all federal agencies. “We are working to build a digital literacy corps,” Wilhelm said, which could be based on the Peace Corps or AmeriCorps model.

Wilhelm said that he was hearing at the conference the same thing his research was telling him. BTOP projects need four components for success:

  • Relevance (broadband use must be meaningful in people’s lives),
  • Trusted intermediaries (people learn better from familiar faces; intergenerational programs have shown great success),
  • Location (it’s important to meet people where they normally gather and are comfortable), and
  • Comprehensive services (successful adoption programs address broadband access, equipment and digital literacy).

Effective Practices

PANEL:

Moderator: Dr. Francine Jefferson,

National Telecommunications & Information Administration (NTIA)

Thomas Kamber, Ph.D., Older Adults Technology Services (OATS)

Max B. Rothman, JD, LL.M., eWIRED, a Broadband Project of the Alliance for Aging

Holly Hudson, First Tennessee Human Resource Agency, Digital Inclusion Initiative

Tobey Gordon Dichter, M.Ed., Generations on Line, Digital Inclusion Initiative

Success in getting low-income seniors online depends on the effective practices of organizations administering the programs. NTIA’s Dr. Francine Jefferson offered context for the national interest in terms of getting all seniors – particularly low-income seniors – online.

The NTIA advises the U.S. President on telecommunications policy (broadband policy and Internet use/access) and administers federal stimulus grants with the goal of developing new broadband adopters and subscribers.

“Seniors are our partners in these projects, yet we often hear our partners referred to ‘them’,” Dr. Jefferson smiled. “They are us; and our success in getting them online will ripple through our economy at several levels.”

“Effective practices are what we are all about at NTIA,” said Dr. Jefferson. “This is not just to offer a return on our taxpayer investment, but we look at best practices that can be implemented in other places and communities, programs that can be self-sustaining, and programs that are nimble enough to adapt to changing circumstances.”

Local partnerships are essential in a successful grant award. With such difficulty in getting a place to set up labs in the first place, an enthusiastic municipal partner can usually help mitigate those early issues.

These programs offer critical understanding of goals, as well as successes and failures along the way. “Age is powerful predictor of broadband adoption,” said Dr. Jefferson. “We begin with knowing seniors have the greatest financial and digital literacy hurdles to overcome.”

Dr. Jefferson encouraged practitioners to incorporate tech support for seniors, as well as simplified devises and programs that make long term use of technology easier for seniors. “I want all of us to think of broadband use as use of public transportation. The Internet is now our most common public utility,” she said.

Older Adults Technology Services (OATS), a nonprofit in New York City harnesses the power of technology to change the way we age. OATS training and support, online services, and community-building programs empower older adults to thrive as individuals and members of society.

Thomas Kamber, Executive Director of OATS, described the partnership of 70 organizations in New York City, which he found inspiring. “We have colleges, hospitals, libraries, just a wide variety of types of partners. We’ve developed our own network, with a level of collaboration and trust. It has created a new platform.”

Kamber said that for practitioners hoping to understand the best revenue stream from the federal government, “I think the FCC is the best source of money.” He added that the new health care law directs billions of dollars for the upgrading of electronic medical records, and it addresses access and availability for low income needs. “Providers are required to provide access to health records; there is literally billions of dollars there. The training and access components of that are significant.”

“Digital health care and digital skills are critical for seniors and are essential to health care delivery,” Kamber said. “Having digital skills becomes more important with the emergence of digital medical records.”

Max Rothman is the President of the Alliance for Aging in Miami, Florida, which developed eWIRED: The Broadband Project. eWIRED is a three-year strategic initiative of the Alliance for Aging to teach low-income minority elders to use computers and the Internet.

“I love my computer, because that’s where my family and friends are,” Rothman quoted one of his Miami clients – whose relationship with her family, her healthcare providers, her community, and the world around her was altogether transformed merely by being online.

Like Connected Living, Rothman and Miami’s Alliance for Aging have already adapted teaching styles to accommodate both group and an individual setting, based on that senior’s needs. “We are also recruiting retired teachers,” said Rothman. That’s an obvious marriage of seniors and people who have spent lives teaching others. “Frequently, retired teachers re-enter the workplace doing things like this.”

Given Miami’s more diverse cultural and linguistic demographics, eWIRED revised their instructional material into a pictorial layout to help address cultural/language/literacy matters. They also translated their instructional materials into Spanish to accommodate the giant population of Spanish speakers from Puerto Rico, Cuba and other nations around Central and South America.

In post-conference correspondence, Peggy Remis, National Connections Program Manager for The OASIS Institute, said the mission of her St. Louis-based non-profit was promoting successful aging through lifelong learning, healthy living and social engagement. Founded in 1982, The OASIS Institute is in 40 cities across 24 states, serves more than 35,000 people annually.

OASIS Connections is designed to help people over the age of 50 learn skills and build confidence in using computers and the Internet,” said Remis. “With local partners, we reach a broad and diverse population, through public library systems in Sacramento (CA), Portland (OR), Tucson (AZ), Dallas (TX) and Fort Lauderdale (FL). We enroll hundreds of older adults in hands-on classes. We track all of our classes for participation and evaluation. In 2011 we enrolled 8,240 participants in Connections classes across the country.

A former healthcare executive (at the company that is now GlaxoSmithKline), Tobey Gordon Dichter is the founder and CEO of Generations On Line, one of the longest-running nonprofits promoting Internet access/literacy to elders.

In 2009 and 2010, Senior Service America Inc. and Generations on Line collaborated to create the Digital Inclusion Initiative (DII), a national program that would be easy to replicate in any community. DII was initially funded by the stimulus bill.

In its first 18 months, the Digital Inclusion Initiative introduced the internet to 24,500 adults over age 55 (including many low-income and seniors), employed 500 low-income seniors as peer coaches, and worked with 54 local nonprofit agencies in 16 states.

“I have studied and worked on issues related to computer literacy and seniors for 15 years, Dichter said, “This is the first time in history that older people are not wiser than the 10-year-old grandchild in terms of knowing the answer to a question or how to do something.” That’s disconcerting on so many levels.

“The traditional context of supply and demand does not apply to those in digital denial,” Dichter said. “Our online training has large type, step-by-step instructions on each screen, guiding elders through the process.  How seniors today learn is not how younger adults learn, so we have to acknowledge that.”

Generations on Line, Dichter said, “Is essentially the training wheels to get low-income seniors online.”

It remains to be seen how the health care law (Affordable Care Act) will be funded annually going forward and the coming U.S. Supreme Court decision this summer may have some affect on it. But the U.S. Department of Health and Human Services has already appropriated some of the $10 million in mandatory spending for Aging and Disability Resource Centers through Fiscal Year 2014.

The health care law also directs billions of dollars for the upgrading of electronic medical records, and it addresses access and availability for low-income needs. The health care law also authorized additional funding to the aging network, including $15.0 million to Aging and Disability Resource Centers and $10.0 million to Area Agencies on Aging for outreach and education programs related to Medicare low-income assistance programs. These funds will be obligated through the end of the 2012 funding cycle.

The Older Americans Act Title IV grants are awarded to support healthcare service in rural areas, computer training, and civic engagement. Other titles in the act award grants engaging low-income senior citizens in community service employment and volunteer opportunities and to protect “vulnerable elder rights.”

But no one at the conference was aware of grants awarded recently under Title IV of the Older Americans Act. The U.S. Institute for Museums and Library Services also offers grants for providing access.

Conference attendees were dismayed that one of the federal investments supporting efforts to get low income seniors online, the U.S. Labor Department’s Community Service Employment Program for Older Americans (a work-based training program for older workers) was level funded in FY 2012. The Senate Appropriations Committee Report has recommended level funding again for FY 2013.

The federal legislative process is complex and often confusing. Many people, including advocates, may not understand that federal funding is a two-step process. Congress first authorizes something and then separately allocates funding for that which has already been authorized.

There are times when Congress will authorize a particular program, but never appropriate the funds to implement it. That leaves advocates happy with the victory, hopeful that the pipeline for partnership money will soon begin, only to be left frustrated with the lack of progress in getting the actual funding.

“Authorization” equals permission to spend money; “appropriation” means writing the check to spend the money. Any money Congress spends must first be authorized. It should be hard to spend tax-payer dollars, but it shouldn’t be impossible, particularly for making sure that the least among us can fully benefit from digital communications technology. As many political observers have noted, the current hyper-partisan atmosphere in the nation’s capital further complicates an already complex process, and far too often brings it to halt.

In making the case for broadband among low-income seniors in Vermont, conference participant Lawrence Keyes, the Health IT Coordinator of Vermont’s state health program (SASH/Support and Services at Home) urges advocates to be particularly attuned to the components of the new health care law to get seniors online. Nobody “objects to improving health care or lowering the cost of health care.” Keyes said. Their state health program will include full online capabilities for tele-health and tele-medicine applications. “It would follow that broadband connections made for SASH can also be used for other educational and personal online activities by seniors,” Keys said.

Holly Hudson, with First Tennessee Human Resource Agency, delivers services to the area around Johnson City, Tennessee, with hard-to-reach populations in Appalachia. She talked about the challenges of reaching the very low income Tennesseans many of whom live in dire housing, across a wide rural area of east Tennessee.

“In rural areas like this, scheduling classes for particular things is hard to do,” Hudson said. “When people come into town, for mail and amenities, then that is the time that is convenient for them. A peer coach stays in our lab and people wait in line to use those computers.”

Sneedville, TN, is a very rural area, a place totally forgotten. Hudson begged and pleaded for computers for a lab in Sneedville. “That lab gets more use,” she said, describing the feeling of seeing people look at the wider world for the first time. “My people are reconnected to their families, talking to sons and daughters in Afghanistan; seeing and doing things they couldn’t imagine.”

Tony Sarmiento, Executive Director, Senior Service America, noted that the Federal Communications Commission (FCC) – in their Digital literacy project – is in the process of studying reallocating funds currently offering telephone service to low-income communities for broadband access. The study of what that move means is an opportunity to leverage government funding to support partnerships promoting digital literacy. The name of the FCC program is Lifeline, and it currently provides funding to make sure underserved populations have access to phone service.

What Works: a Case Study in Illinois

PANEL:

Moderator: Don Samuelson, DSSA Strategies

Andrew Lowenstein, Connected Living

Dr. James Ciesla, Northern Illinois University

Dr. Mary K. Cresci, Wayne State University, College of Nursing and Institute of Gerontology

An expert on telecommunications services, Andrew Lowenstein, President of Connected Living described the work of his organization, saying, “When it comes to seniors, particularly low-income seniors, you have to go where they are.”

This BTOP-funded Sustainable Broadband Adoption demonstration project originally targeted 2,684 residents in 23 low-income senior housing buildings in 10 cities across northern Illinois, and also reached out to 50,000 additional seniors in surrounding neighborhoods.

The goal was to create broadband subscribership for low-income seniors who were not previously subscribers by showing the practical benefits of being online, offering both onsite training in classes or personal tutoring conducted by paid or volunteer trainers.

Connected Living had previously helped seniors in private, top-tier assisted living communities in Boston and Chicago get online by using a customized course and software, along with a trained team of “Ambassadors.”

The Starting Point

To reach the low-income seniors the Connected Living partnership adapted the training programs from Boston and Chicago to meet the very different needs of low-income seniors and people with disabilities in public and HUD Section 8 housing.

Just finding a place where they were welcomed to conduct the training is literally the first obstacle. Seniors living in low-income housing would prefer the computer labs be on site, but Lowenstein said most landlords in section 8/ low-income housing are merely rent collectors, unwilling to take on a new improvement or liability.

Where Connected Living could not operate on site in public housing complexes, they went to nearby senior centers, churches, community centers, libraries, and other public places low-income seniors might gather. The first order of business, Lowenstein said, was to organize and set up a computer lab on the premises.

The Training

Barriers to getting low-income minorities online emerge immediately.

“Each location of a learning lab is a negotiation, and there’s trepidation on the part of the building, wherever we were – and this is true across a variety of demographics – in cities, rural areas, with various ages, and cultural differences,” said Lowenstein. “But you have to know that going in; find ways to mitigate their concerns.” One way to do that is testimonials from previous centers, and hearing from the newly online seniors themselves.

Don Samuelson, DSSA Strategies, suggested that when approaching seniors who are hesitant about computer use, don’t even talk about computers or the Internet in the first conversation. Rather, he said, “Talk about everything else, see what they are interested in … where they are from, where the family is, what the senior is interested in,” flowers, church, continuing education, sports, health care, etc.

Then in the next conversation, Samuelson will take a printed compilation of various websites to illustrate to skeptical seniors how they can pursue their interests online and why digital literacy is relevant in their lives.

“Over the course of our program, we welcomed and absorbed all the criticism we heard,” Lowenstein said. “Our philosophy is that weighing and responding to criticism makes the course stronger and more applicable to the community we are serving.”

While the actual number of low-income seniors online is still unknown, Lowenstein conceded, “Suffice it to say, the number is remarkably low, frequently between 5-10%.”

While most seniors rebuff Internet use for the cost or unfamiliarity with it, it takes very little to get their audience deeply interested in the possibilities of being online.

“We were actually a little surprised that the thing most people wanted to pursue online was getting a GED,” Lowenstein said. “But remember, this group of seniors might have dropped out of school to work during the Great Depression, or went to war, and never finished a high school degree.”

This led, he said, to sometimes needing to tweak the training curriculum to adapt to seniors that not only lack digital literacy, but sometimes lack traditional literacy – another real barrier to training with this particular demographic.

“You just can’t let any of the enormous blocks in the road frustrate you – you have to know they are there and use creative solutions to navigate around or through whatever obstacle presents itself,” Lowenstein said.

It is all worth it in the end, he smiled.

“Things our seniors were most interested in were varied and sometimes a little unpredictable,” he said. “After getting a GED, they were most interested in online job training, producing resumes, researching some component of their health care, social networking, and Skype-ing to video chat with their families who are very often far away.”

At the end of each 12-week program, each participant was tested to determine their proficiency.

The incentives for the senior trainees to complete the 12-week training, pass evaluations, and subscribe to a broadband service are:

(1) a new refurbished personal computer; and

(2) free broadband connectivity through August 2012.

The seniors took their first bill for newly acquired broadband service, at which point Connected Living delivered the new computer and broadband subscribership reimbursement to the newest low-income senior online.

A big test on the ultimate success of the program may be more apparent in September or October 2012, when seniors have to pay for a broadband service after their subsidy has ended.

“We try to teach and reinforce continued broadband subscriptions for each client, beyond August 2012,” Lowenstein said. “This will address our central question on the sustainability for our efforts.”

Some seniors were most comfortable in a traditional classroom setting, while others were more comfortable with individual training. The comfort levels of seniors undergoing the training are the key to retention levels and ability to learn.

Connected Living has already planned on how to organize trainers for the senior training groups, past the life of the BTOP grant that has initially funded them. They are moving to volunteer trainers.

“After their training, about 10% of our graduates felt they could teach the basic training for other seniors,” Lowenstein said. “Today – even before our BTOP grant has ended – we are moving toward an entirely volunteer trainer corps. Right now we only have four trainers – and they are largely supporting our volunteer senior trainers.”

Seniors support each other encouraging everyone to join in, offer a more appropriate context for new trainees, generally address questions beforehand or at the point they know the information might confuse -- all things that only a recent senior trainee could know.

There are also things that trainers and outreach organizations simply cannot control or mitigate. Some people will drop out, get sick, be unable to change a doctor appointment – or if classes interfere with other things – there are a variety of reasons they may not come to all 12 weeks of classes to meet the requirement of the grant.

Broadband Access and Cost

On the specific question of getting the cost of broadband access down (both in getting low-income areas connected – and the cost of subscriptions), participants bemoaned the lack of interest on the part of large telecom providers in connecting those areas where no affordable broadband service is offered.

Recently-announced FCC broadband adoption pilot programs require telecom providers to submit pilot project applications. Frustrated that eligible telecommunications carriers may not even apply to conduct the pilot projects, conferees were very concerned about the lack of affordable broadband connectivity. Given that their effectiveness will be measured on broadband subscriptions, without universal and affordable broadband, the gravelly slope these projects climb will be that much harder.

Wireless broadband has been on the market for the last several years; now it is offers stronger networks and several generations of improved technology. It also offers a chance to break the logjam of affordable broadband connectivity among low-income Americans.

A desire by practitioners for an easier, less expensive way to provide broadband coverage is tempered by past experiences with earlier technology that did not deliver what they promised.

A broadband provider not bound by the mandatory laying of expensive cable or fiber to accommodate the present broadband deliveries would be another game-changing moment in bringing down the costs of connecting low-income seniors to broadband service.

A recent report from the Benton Foundation and the Institute for Local Self Reliance looked at the new local nonprofit economic model to successfully designing and implementing public broadband networks.

Bristol (Virginia), Lafayette (Louisiana), and Chattanooga (Tennessee) have designed their own broadband service networks as a public interest (nonprofit) model, with all proceeds re-invested into the infrastructure or maintenance.

Perhaps an alternative to giant telecom companies laying expensive cable, Americans – certainly seniors – would be better served by some combination of wireless broadband and a local nonprofit administering broadband service. At that point, the mega telecoms would be forced to lower prices to compete for subscribers.

One of the unknown challenges to persuading senior graduates to subscribe to a broadband service is that the seniors are reticent to sign 2 year contracts. A pre-paid plan or a month-to-month subscribership is more useful to seniors, especially low-income seniors.

Evaluation: Unexplored Territory

Don Samuelson was charged with managing the program evaluation of Connected Living. Together with independent evaluators from Northern Illinois University, the evaluation tracked the implementation and outcomes of the program. Researcher James Ciesla, Ph.D., from Northern Illinois University, and Don Samuelson worked with Connected Living to evaluate the program.

While the collective benefits of computer and Internet training for people in the group served by the program are difficult to identify and define, Dr. Ciesla will be applying the human capital theoretical economic framework to begin to evaluate the program costs and benefits.

In applied economics, the human capital theory evaluates the benefits of education and skills training to people and society. It treats investments in training as a long-term benefit to the recipient (for employability, efficient daily functioning), and to governments (a larger tax base, and reduced reliance on public programs).

Dr. Ciesla cited a recent journal – the April, 2012 edition of The Journal of Community Informatics (informatics is the study of how humans interact with technology) – which listed a series of values associated with seniors coming online in Australia.

There were universal values such as individual well-being, human dignity, justice, welfare and human rights (such as equality of access). Beyond the universal values, the Journal lists other values compiled from other researchers over the last decade or two: privacy, ownership and property, physical welfare, freedom from bias, universal usability, autonomy, informed consent, accountability, courtesy, identity and identity management, calmness, environmental sustainability, and trust.

What is the literal cost to the seniors that participate in the training, and what is the cost to communities? It is hard to quantify the cost to individual senior trainees; in fact, it is very hard for some of the seniors to come to all the training classes for 12 weeks. The benefit to individuals is enormous: greater control over their lives and healthcare, access to online commerce, and more connections with their family. That leads to less isolation and less depression, and fewer health care issues.

The cost to the larger community is a little easier to quantify – BTOP grants require matching funds, so there is a community investment up front. In Connected Living’s case, they actually got more matching funds than the BTOP grant required, speaking both to the creative management of Connected Living and to the extraordinary success of their computer labs.

Buildings with the computer labs pay for broadband, then offer that to the residents.

The benefit to the community is healthier low-income seniors, new people in the job market, and a host of ripple effects, such as less reliance on families to navigate benefits. In some cases, grandparents raising grandchildren are leveraging their online experience to supplement the child’s education.

For buildings with newly acquired broadband, their investment makes happier seniors, helps with building security, and offers energy conservation.

“Our team assessed what effects Connected Living had in getting seniors to adopt broadband,” Dr. Ciesla said. His team measures uses and learning times of senior trainees.

“The latter part of the evaluation is determining who’s missing, and how to bring them in,” Dr. Ciesla said.

See Northern Illinois University’s detailed study of the successes of Connected Living’s efforts to get low-income seniors in the national online community.

After longer initial evaluations at the beginning with trainees, Dr. Ciesla said his surveys then narrowed down to detail more comprehensive skills as the program continued, both to see what was effective, and how many low-income seniors continued using computers and the Internet.

Gerontology expert Dr. Mary K. Cresci, at Detroit’s Wayne State University College of Nursing and Institute of Gerontology, encouraged organizations training low-income seniors to ensure they include a gerontologist or a senior on their team to have an effective understanding of how seniors best learn and how to address physical aging issues in the marriage of seniors and technology.

“While 28.9% of low-income seniors in Detroit in 2001 had access to the Internet, there were 40% who wanted access,” said Dr. Cresci. “For seniors to be involved in this outreach, for us to succeed in reaching them, they simply have to be involved in the planning. And we have to respect that some seniors don’t want to do this. Our mantra should be “we do with, but not for, seniors.”

“Let seniors set up what they do first,” said Dr. Cresci. “A little confidence that they can do this goes a long way. There are age-related and disability challenges, of course, but we can work around them.”

All courses from the partnerships around the country should have special considerations for disabilities among seniors. These include social disconnection or general physical conditions -- reduced vision, dementia, deafness, and/or difficulty manipulating the computer mouse. Various panelists noted that the difficulty of technology can also be helped by technology. Touchscreen computers, different mice, and an assortment of new tablets are on the market now at lower prices.

Conference participant Ralph Sklarew, with Silverlearners, has focused on tablets, as their capabilities soar and prices fall. To assist seniors with getting online through tablets, he developed an “AppTutor” that will “Interactively teach seniors how to use both the tablet it's installed on and the major apps installed on that tablet,” he said. “It will have simulations where the senior can interact with app screens and get constructive feedback.”

Additional real-time help will be available from other seniors. The remote helper could see the user's tablet screen (with permission), which will help reduce barriers and frustration for seniors.

Cherie Lejeune, with Digiboom, said post-conference, “The rapid shift of all consumer ages to mobile, underscores the direction digital use is going.” Lejeune advocates eliminating the word “divide” and substituting “leap” because it illustrates what seniors can do online. “Every day digital users either can leap all over the world even if their legs no longer can get them physically there and their voice can still be heard. Digital use is an important freedom, so it is time for us to encourage the leap!”

Dr. Cresci pointed to a good summary from the U.S. Department of Health and Human Services’ Administration on Aging, which lists technology gadgets to help those seniors who have particular needs to adapt to getting online.

For this project, sustainability of the labs, classes and courses depend entirely on public buildings; it depends on the administrators in those buildings understanding the associated benefits of the investment. It is very important for the groups and organizations which train low-income seniors to address seniors’ concerns for safety on the Internet, both during the training and especially at the end of the training.

Hoit, the CEO and Co-Founder of Connected Living, spoke to the uniqueness of the

BTOP grants. The grant rewarded creativity, and the ability to nimbly respond to changing circumstances or flawed assumptions. “Remember we want every single low-income senior to take charge of their lives online,” Hoit said. “It is not necessarily our goal for every single senior to own their own computer, but to have them have access to a computer and the online community.

Getting Seniors Online Intro

Setting the tone for the conference, Sarah Hoit – former White House advisor and Peace Corps trainer – now a social entrepreneur and the CEO and Co-Founder of Connected Living, spoke passionately about the difficulty of organizing and reaching low-income seniors in public housing projects.

The moment is urgent and we will be judged by how we live up to that challenge, Hoit said, offering the context for the day.

“It is inconceivable that we have left a whole generation out of the national conversation,” Hoit said, noting that the damage done includes depression, even greater isolation among a very isolated age group, and no access to continuing education, health care information, and regular communication.

“This is not even a rich and poor issue – the older generation today is more isolated than ever before,” Hoit said, even as technology is making the rest of us even more connected and aware.

Make no mistake about it, Hoit said, this work is beyond hard; it’s nearly impossible. “Lots of people have failed at this – but this is all about social justice, inspiring generations, and equal opportunity.”

Through the wisdom of their lives and experience, seniors have a wealth of information and experience to offer the nation, said Hoit.

“The social consequence of just caring that a senior wakes up in the morning is enormous,” Hoit said, maintaining that connecting low-income seniors (the average age of her clients is 85) will save the government money on health care for this demographic.

“Success takes partnerships, a good public-private component and an administration that cares,” Hoit said. “Success is based on three fundamental things: money, sustainability, and results.”

Optimistic about the wide range of people being served by Connected Living, Hoit stressed that there has to be a return on the investment.

“We are doing things differently,” Hoit said. “With programming and people, you can’t make an impact if you don’t make it compelling enough to take seniors across the line to connectivity, and a greater involvement in their lives and health care.”

“The BTOP grants were a gift – an extraordinary opportunity for this moment in time,” Hoit said, describing the boost the stimulus funding gave to organizations trying to connect the elderly. Hoit’s daily inspiration, she said, is in the voices and the faces of those seniors whose lives are transformed by the nature of being connected to the world.

Special Thanks

We wish to thank every participant at this conference from the bottom of our hearts. Several people, including both of us, said from the podium that any attendee could have been a panelist, and many offered ideas for best practices … or overcoming the myriad of challenges facing those trying to bring low-income seniors into the digital age.

This effort was an extraordinary collaboration between three partners, the Benton Foundation, Connected Living, and senior advocate Don Samuelson, of DSSA Strategies.

Credit for the idea to convene this cross section of stakeholders goes entirely to Don Samuelson. Don has tremendous experience with low-income seniors and overcoming the barriers to closing the digital divide. He was an invaluable colleague.

On behalf of all the conference attendees, we are grateful to our federal collaborators in this work, Dr. Tony Wilhelm and Dr. Francine Jefferson of the U.S. Commerce Department’s National Telecommunications and Information Administration.

Their work has given us a special opportunity to bring low-income seniors online.

We also want to offer our special thanks to the two people who organized the conference and did the hard work of preparing participants and the space for our collaboration: Andrew Lowenstein of Connected Living and Cecilia Garcia of the Benton Foundation.

Their daily work for weeks in advance to find the perfect blend of panelists, and offer the context for all that we wanted to address, set the stage for this convening.

Lastly, we also thank those of you who watched our conversation as it was web cast. We have heard from several who found the information helpful, far beyond our Washington area conference.

Connecting low-income seniors is vital – and exceptionally difficult – work.

We thank all those who toil in the places where low-income seniors gather to bring our most vulnerable elderly into the national online conversation … and into our ever-growing digital economy.

Sincerely,

Charles Benton

Chairman of the Board

The Benton Foundation

Sarah Hoit

CEO and Co-Founder

Connected Living

Hosts

The Benton Foundation advocates for media and telecommunications policies that serve the public interest.  A 30-year old private, operating foundation, Benton bridges the worlds of philanthropy, public policy and community action as a nonpartisan public interest advocate and convener with a special interest in telecommunications policy.

With its relatively modest endowment, Benton uses its own resources to fund its policy work and information services .As a founding member of the Grantmakers in Film + Electronic Media (GFEM), Benton has played a major role in bringing a number of foundations into the media and telecommunications arena.

Founded in 2007, Connected Living, a social impact company, is transforming the experience of aging and connecting families across generations by combining simplified technology with high-touch personal support. Offering the latest in state-of-the-art technology, and training and support to both residents and staff, Connected Living is frequently recognized for excellence in the senior living industry as well as many of this country's top Housing Authorities.

Their unique approach to technology has been adopted in over 17 states by both private senior living and public housing authorities across the nation.

Executive Summary

Americans are living longer and becoming increasingly dependent on a constantly-changing telecommunications environment for health care services, access to public and private services, and staying in touch with family and friends. One of our greatest challenges as a nation is ensuring that low-income seniors become actively engaged in navigating the 21st Century telecommunications infrastructure – the Internet.

The Benton Foundation and Connected Living hosted a conference on May 22, 2012, bringing together evaluators, practitioners and policymakers to exchange ideas and offer best practices, and explore how to continue working on this issue in a post-federal stimulus era. The American Recovery and Reinvestment Act (ARRA) provided funding for partnerships and projects that focused on bringing unserved and underserved communities online through the Broadband Technology Opportunities Program (BTOP).

The Department of Commerce’s Dr. Tony Wilhelm administers the BTOP program in his position at the National Telecommunications and Information Administration (NTIA). He offered context for a startling new reality. “In the 20th century, more years have been added to human life than in all the millennia before,” Wilhelm said. “We are living twice as long. By 2015, there will be more of us over age 60 than under age 15.”

American seniors are not part of the digital economy, Wilhelm told the conference. He commended their efforts to focus on low-income elderly, the segment of the national population most frequently on the far side of the digital divide.

Overcoming obstacles to reach seniors is the most significant challenge for the projects. Advocates and practitioners at the conference offered valuable advice in finding solutions to negotiating the logistics, including the location of labs, training courses, preparing trainers, and incentives for participation.

Two of the projects highlighted during the conference revealed that seniors themselves make the most effective trainers for other seniors, and they enjoy doing so. This finding should be noted as efforts to develop a national digital literacy corps unfold. Wilhelm announced the establishment of such an effort in the near future. Graduates of sustainable broadband adoption projects like those presented during this conference would be valuable additions to a digital literacy corps.

Affordable connectivity to robust broadband for low-income communities is a major issue that will be more difficult to address in a post-federal stimulus era. But affordability is not the only challenge. Programs around the country found that the elderly are reluctant to sign multiyear contracts for broadband service. This could be solved by providers simply offering prepaid plans or month-to-month plans for seniors.

Conference participants raised the importance of being able to measure “return on investment,” and the difficulty in doing. This summer (2012) researchers will address the question of the specific return on investment of Connected Living’s Broadband Technology Program Opportunities [BTOP] grant, serving low-income elderly in Illinois. Conference participants also noted, however, that such returns on investment need time to materialize. It would take several years in the field to accurately measure all results and all the ripple effects of the investment.

The Federal Communications Commission (FCC) recently announced its intention to fund broadband adoption pilot programs which are intended to inform the modernization of the Lifeline low-income support program. The broadband pilot program requires telecommunications providers to submit the applications. Conference participants consistently voiced frustration that eligible telecommunications carriers have been slow to respond. Ideally, the providers would partner with BTOP projects which have spent several years designing and implementing programs to bring low-income consumers online.

Effective practices are the focus of her work, said NTIA’s Dr. Francine Jefferson, describing her agency’s efforts to measure outcomes from the BTOP investments. One measure will be an increase in the number of subscribers to a broadband connection. Dr. Jefferson told the conference that NTIA also seeks programs that can be self-sustaining and able to adapt to changing circumstances. Most importantly, she urged all Americans to think of broadband use as our most common public utility.

Panelists discussed the possibility of bringing seniors to the conversation about digital literacy through health literacy. This is an important component of the Affordable Care Act. Echoing Jefferson, one participant said computers provide such vital government services, that broadband access should be treated as a public utility. Every computer is a deliverer of government services, said another. Without the use of technology and access to broadband, low-income elderly will not informed voters, health care consumers, shoppers, or global citizens.

A goal of the conference is to inform the FCC’s efforts to transition “Lifeline,” its low-income subsidy program from phone service to broadband, a process that is currently underway. Immediately following the conference, The Benton Foundation began to organize a working group that will stay in regular contact, sharing best practices and leads to resources. Policy goals, Benton stressed, should focus on training and access, not on the technological components, which will always evolve and change.

Advocates and practitioners at the conference uniformly agreed that the BTOP grants covered a lot of ground quickly in terms of getting low-income seniors broadband access. Thomas Kamber, Older Adults Technology Services, emphasized that the federal investment in spreading the public utility of broadband must continue for the long haul. That will allow partnerships to evolve to meet goals, he said, and not require re-learning the funding wheel every time federal spending patterns change.

“Everybody is looking at how to survive the next 12 months, which is what all of us are doing – to some degree, every day – in this environment,” Kamber said. “There has got to be a framework that includes both funding on the front end, and practitioners that have succeeded in this doing the work delivering services.”

AT&T's Stephenson: FCC Decision on Verizon Deal Will Provide Industry Guidance

AT&T's chief said that his company is watching to see if federal regulators approve Verizon's bid to buy spectrum from a group of cable firms so that the industry has clearer guidance on what types of deals are acceptable. "We're all watching the Verizon deal very closely, because we think that will provide a good indication in terms of what the FCC's position is on spectrum aggregation and how much spectrum can be owned and so forth," AT&T Chairman and CEO Randall Stephenson said during a discussion on mobile technologies at the Brookings Institution.

Stephenson also indicated his firm may have more interest in the Verizon transaction than just wanting clearer guidance from the Federal Communications Commission on what deals will pass muster. Stephenson said AT&T would make a bid for spectrum in the 700-megahertz band that Verizon said it would sell if regulators approve its bid to buy more desirable airwaves from the cable firms. Verizon's "spectrum pairs perfectly with ours," Stephenson said. "If we were to have access to that spectrum, we could put it to work in 60 days." Stephenson argued that access to more spectrum is an issue all wireless carriers face and was one of the reasons why his firm sought to buy T-Mobile. Stephenson said the federal government needs to be more aggressive in freeing up more spectrum. He added that proposals for wireless operators to share spectrum with federal agencies does not address the industry's immediate problems, saying demand for access to wireless broadband will out strip supply by next year. He said his firm is already running out of spectrum in some markets, but declined to name which ones. "Our problem is not a long-haul problem, it's a now problem," he said.

New America Foundation Responds to AT&T CEO’s Calls for More Wireless Spectrum

We agree with AT&T's CEO, Randall Stephenson, that it is critical for the economy to "put precious spectrum to work." As he suggests, too much spectrum capacity lies fallow. However, while AT&T's focus is on re-purposing spectrum for exclusive use by wireless providers, there is a very limited supply of prime spectrum that can be quickly re-sold or cleared for auction.

The nation needs an additional policy push to open unused and lightly used spectrum for shared use on a more expedited basis. For example, the military and other federal agencies control by far the largest amount of unused spectrum capacity. Although these federal systems cannot quickly or easily move off of the spectrum, technology today permits shared use with the private sector. In fact, this is already happening on a limited basis, but could be expanded to substantially increase the amount of spectrum available for wireless communications while also spurring new technological innovation.

While Stephenson's suggestions for ending spectrum speculation and encouraging secondary markets are good ones, the long-term demand for high-speed mobile broadband will not be met unless the nation begins today to open federal and other unused spectrum capacity for shared use to the greatest extent possible."

Verizon Unveils Wireless Plans That Cover Several Devices

In a first for the wireless industry, Verizon Wireless said that it was introducing plans this month that would allow customers to pay monthly fees to share data, voice minutes and text messages across multiple devices, like smartphones, tablets and notebooks.

The plans include unlimited voice and text messages, but they put limits on the amount of data that customers can use. Verizon’s move is a direct reaction to the trends facing the wireless industry: Customers are using fewer voice minutes and text messages, while mobile data use is on the rise. Here’s how it would work: You choose the devices you want on an account, like your iPhone, your daughter’s cellphone and your son’s iPad. Then you would pick the amount of data you want, ranging from 1 gigabyte to 10 gigabytes. Each device incurs a monthly fee, in addition to the monthly fee for the shared plan. At first glance, that sounds like a bargain, because the typical iPhone user spends upward of $90 a month for an individual plan. But Verizon had previously outlined to investors how these plans would help it make more money. Fran Shammo, Verizon’s chief financial officer, said at a recent investors’ conference that Verizon believed that because its fourth-generation LTE network was faster, people would use it for more heavy data consumption, like streaming video, which would encourage them to eventually buy the more expensive data plans.