Presentation made at the CBD/IUCN TAPAS Group meeting on "Tourism partnerships and concessions in protected areas: Cooperating for success" meeting in the iSimangaliso Wetland Park

1. Guidelines for
tourism partnerships
and concessions in
protected areas
Anna Spenceley
31 May 2017
Time Block 1

2. Why we are here
• Secretariat of the Convention
on Biological Diversity work on
biodiversity and tourism
• Under-use of tourism to finance
conservation in protected areas
• Need identified for guidelines,
better capacity and networks

3. IUCN World Commission on Protected Areas
(WCPA) Specialist Group
Voluntary technical network (420+)
Specialists on tourism and protected areas and
areas of particular importance to biodiversity
Who we are

4. Strategy and fundraising: Anna Spenceley (Chair)
Communi:es & Heritage: Sue Snyman (Vice chair)
Biodiversity: Yu-Fai Leung
Economics: Barbara Engels
Knowledge development: Megan Epler Wood
Capacity building: Thiago Souza
Membership: Elena Nikolaeva
Communica:on: Ron Mader
IUCN focal point: Giulia Carbone
Our ExCo

5. Our team
Mary-
Anne
Merle
SuePaulAnna
Terri

6. Our participants
Richard
Mayando
Lilian
Titie
Vitalis
Harun
Lizy
Catherine
Chizamoka
Rantonirina
Bigani

7. Participant pre-workshop survey
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
Protected area
authority
For-profit companies Not-profit
organisations
Local community
organizations
Another government
department
A joint-venture
company (PPP, etc.)
What type of organizations run different protected areas in your
country?

8. What is the main source of financing for your protected area/s now?

9. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Restaurants
Specialized training programs (e.g. mountain climbing,
Membership program for visitors
Transport: buses, taxis, car rentals
Retail: Grocery food, souvenirs, equipment (sale/hire)
Special events: sports, music, dancing, and displays
Programme encouraging dona:ons from tourists
Reserva:ons and sales
Communica:ons: Wifi access, cellphone coverage
Guided trips and tours: vehicle based, balloon, boat, canoe
Accommoda:on (e.g. hotels, lodges, chalets, campsites etc)
Medical services, search and rescue
Basic services: Washrooms and toilets, cleaning, laundry
Services and facili:es for volunteers
Museum and archive
Waste collec:on and management (including recycling)
Power: Electricity, fuel, gas, petrol
Informa:on: Visitor centre, informa:on boards, educa:on,
Infrastructure: Tourist roads, hiking trails, 4x4 trails, landing
Specialised research facili:es
Policing and security
Protected area authority/government Concessionnaire License holder Permit holder Don't know Not applicable
Which of the following tourist services are currently provided in
your most visited protected area and who provides them?

10. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Restaurants
Transport: buses, taxis, car rentals
Retail: Grocery food, souvenirs, equipment (sale/hire)
Special events: sports, music, dancing, and displays
Accommoda:on (e.g. hotels, lodges, chalets, campsites etc)
Reserva:ons and sales
Guided trips and tours: vehicle based, balloon, boat, canoe
Specialized training programs (e.g. mountain climbing,
Basic services: Washrooms and toilets, cleaning, laundry
Membership programme for visitors, such as the SANParks
Communica:ons: Wifi access, cellphone coverage
Waste collec:on and management (including recycling)
Medical services, search and rescue
Infrastructure: Tourist roads, hiking trails, 4x4 trails, landing
Power: Electricity, fuel, gas, petrol
Programme encouraging dona:ons from tourists
Specialised research facili:es
Services and facili:es for volunteers
Museum and archive
Informa:on: Visitor centre, informa:on boards, educa:on,
Policing and security
Protected area authority/government Concessionnaire License holder Permit holder Don't know Not applicable
Which of the following tourist services are planned for your protected
areas in the future and who might provide them?

11. Our process
Beger
concessions
and
partnerships
Needs
assessment
Guidelines
Networking
Capacity
development
Planning
addi:onal
ac:ons

12. Our process
Beger
concessions
and
partnerships
Needs
assessment
Guidelines
Networking
Capacity
development
Planning
addi:onal
ac:ons

13. The needs assessment
• Online questionnaire
• Sent to 400+ people
• 72 responses (18%): 67 usable
• Most responses from Africa (70%) + USA,
UK, South America, Asia

14. Our process
Beger
concessions
and
partnerships
Needs
assessment
Guidelines
Networking
Capacity
development
Planning
addi:onal
ac:ons

15. New
guideline
needs

16. Build on guidelines & initiatives
ublications Services Unit
219c Huntingdon Road
Cambridge, CB3 0DL, UK
Tel: + 44 1223 277894
Fax: + 44 1223 277175
E-mail: info@iucn.org
www.iucn.org/bookstore Best Practice Protected Area Guidelines Series No. 8
IUCN
World Commission on Protected Areas (WCPA)
The World Conservation Union
Sustainable Tourism
in Protected Areas
Guidelines for Planning
and Management
Paul F. J. Eagles, Stephen F. McCool
and Christopher D. Haynes
Adrian Phillips, Series Editor
SustainableTourisminProtectedAreas:GuidelinesforPlanningandManagement
he world’s number
d protected areas are
ncreasing proportion
ive to manage tourist
t visitors can
cted areas without
hey come to see.
Review Copy
5 November 2014
Tourism and Visitor Management
in Protected Areas
Guidelines for sustainability
Edited by Yu Fai Leung, Anna Spenceley, Glen Hvenegaard and Ralf Buckley,
in collaboration with 54 contributors, Craig Groves, Series Editor
Developing Capacity for a Protected Planet
Best Practice Protected Area Guidelines Series No. XX

17. Awareness of existing guidelines
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Tourism Concessions in Protected Natural Areas
(UNDP)
An Introduc:on to Tourism concessioning (World Bank
Group)
SADC TFCA Tourism Concession Guidelines (GiZ)
Yes No I use this guide

18. Existing materials
• Draft CBD guidelines
• UNDP, IFC, SADC
guidelines
• Country guidelines
• Case studies
• Tools and templates
Image © Aiia via Pixabay

19. DRAFT

20. Our process
Beger
concessions
and
partnerships
Needs
assessment
Guidelines
Networking
Capacity
development
Planning
addi:onal
ac:ons

21. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Tourism service pricing/fee sejng
Legal liability
Recruitment and management of volunteers
Concession contract design/feasibility
Tourism marke:ng/promo:on
Hospitality services
Procurement (e.g. tendering)
Contrac:ng and contract management
Business management
Personnel management
Legisla:on and regula:ons
Tourism management
Local community involvement and management
Yes No Some
Capacity
building
needs

22. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Understanding the overall procurement process
Evalua:ng tender documents
Decision processes on outsourcing compared to insourcing
Marke:ng of PAs and available concessions
Understanding the contrac:ng process
Understanding the benefits and disbenefits of outsourcing compared to
insourcing
Understanding PA tourism
Monitoring and evalua:ng tourism concessionaires
Budge:ng and financing of tourism concessions
Working with/engaging the private sector
Pricing for tourism concessions
Sustainability of tourism concessions
Case study examples
Understanding tourism concession processes
Developing a tourism concession plan for your PAs
5 (very important) 4 3 2 1 (not important) 0 (didn't answer)
Workshop
content

23. Our workshop agenda

24. Our workshop agenda