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Values of Partnerships are Recognized!
                                                                          Partnerships in PA management was a key theme as
                                                                          long ago as the 1992 World Parks Congress (Venezuela)
    Introduction to the meeting:                                          The Tourism Sessions at the last World Parks Congress
    Concessioning tourism opportunities in conservation                   agreed that more work on the subject is warranted
    areas and maximising rural development                                Major donors (IFC in Mozambique, Indonesia), IDB in
                                                                          Brazil, World Bank, GEF, USAID, interested in topic
                                                                          CBD specific has more equitable distribution of costs and
                                                                          benefits of biodiversity conservation as a goal and
            Jim Barborak, Anna Spenceley & Rita Casimiro                  poverty alleviation is a global development priority
                                                                          Tourism to PAs is growing in many parts of the world
            19 March 2012, Girassol Indy, Maputo
                                                                          Demand for PAs to generate revenue for their own
                                                                          budgets and to produce more tangible economic benefits
                                                                          locally and nationally is growing

                                                                                         USAID/SPEED logo   Technoserve logo




            PA Governance and                                               Monteverde Cloud Forest Reserve,
           Institutional Aspects                                            Costa Rica
 Traditional view                          Current View                   Owned/managed by NGO
                           PAs can be owned or managed by all levels of   Nearly 100K visitors/yr
                           government, NGOs, private land owners,         Endowment and robust business
PAs are government                                                        plan, science/monitoring program
owned, government          communities and tribes
                                                                          Now 1 of over 100 private reserves
managed, and               Good management of any PA requires a           in CR network, cover over 1% of
government designated      range of actors from the public and private    country
                           sectors                                        Building corridors to coast
                           Planning and management should be              Spawned other private, public
                           participatory and adaptive                     reserves that nearly ring it
                                                                          Benefits from environmental service
                           Privatization, devolution of control, local    payments system
                           empowerment, and decentralization              Generates surplus used to create
                           becoming more common                           and manage other reserves
                                                                          Gift shop generates much revenue
             USAID/SPEED logo   Technoserve logo                                         USAID/SPEED logo   Technoserve logo




The California Concessions Workshop                                          Recommendations from Workshop

 Organized in 2011 by US National Park                                       Recommended publication of best practices
 Service and Colorado State University with                                  manual, replication of similar workshops
 support from World Commission on Protected                                  regionally to promote public private
 Areas and UNESCO World Heritage Centre                                      partnerships
 Brought together 40 concessionaires,                                        Representatives from Asia, Africa, Latin
 government and NGO reps and academics to                                    America, Europe and North America
 discuss best practices in public private                                    Consensus that the field of public private
 partnerships for tourism management in parks                                partnerships for managing tourism in PAs
                                                                             merits increased attention and funding
             USAID/SPEED logo   Technoserve logo                                         USAID/SPEED logo   Technoserve logo




                                                                                                                                      1
Background to the meeting - regional
                                                                                     African Safari Lodges workshop on nature-
                                                                                     tourism and poverty reduction - Ford
                                                                                     Foundation – 2008
                                                                                     IUCN World Commission on Protected Areas
                                                                                     (WCPA) Tourism and Protected Areas
                                                                                     Specialist group - initiative on Tourism
                                                                                     Concessions
                                                                                     USAID-SPEED initiative on concessions
                                                                                     manual for Mozambique

                   USAID/SPEED logo     Technoserve logo                                     USAID/SPEED logo   Technoserve logo




  Objectives of the meeting                                                         Presentations and working sessions
                                                                                     Concessions models – how these can contribute to
      Review best practices and challenges from                                      achieving national conservation objectives
      southern Africa                                                                Concessions processes (i.e. tenders, applications,
                                                                                     concession contrat management)
      Build capacity regionally on tourism                                           Legal and institutional frameworks
      concessions                                                                    Sustainable tourism and rural development
      Strengthen networks and communication                                          Guidance for planning and implementing
      between interested stakeholders                                                concessions
                                                                                     Field trip to Maputo Special Reserve (cancelled)
                                                                                     Review of draft concessions manual for
                                                                                     Mozambique

                   USAID/SPEED logo     Technoserve logo                                     USAID/SPEED logo   Technoserve logo




  Agenda                                                                            Outputs
                                                                                     Finalisation of Mozambican concessions
                                                                                     manual
                                                                                     Report reviewing status of concessions
                                                                                     Contributions to:
                                                                                       IUCN Best Practice guidelines on sustainable
                                                                                       tourism (2nd edition)
                                                                                       PARKS special edition
                                                                                       World Conservation Congress (WCC) (2012)
                                                                                       World Parks Congress (WPC) (2014)
Thursday 22 March- Day 4 : Working group review of Mozambique Manual - 8.30-12.30


                   USAID/SPEED logo     Technoserve logo                                     USAID/SPEED logo   Technoserve logo




                                                                                                                                          2
Concessions 101                                        Concessions 101

“Concessioning tourism opportunities”                  “in conservation areas”
  Tourism Concessions - granting of                      Protected Areas – (IUCN) area of land and/or
  (delegation) rights to develop tourism                 sea especially dedicated to the protection
  activities and infrastructures in PA and               and maintenance of biodiversity, and of
                                                         natural and associated cultural resources,
  subject to (conservation) public interest:             and managed through legal or other effective
    Unilaterally, in the form of a (Special) License     means.
    In a mutually agreed manner, in the form of a         Totally Protected Zones, part of the State public
    Concession Contract                                   domain
                                                          Part of a National management System

           USAID/SPEED logo   Technoserve logo                     USAID/SPEED logo    Technoserve logo




Concessions 101                                        Concessions 101
  Concessions regime – ownership of tourism             Concessions models:
  development rights in PA                               Licensing of activities in PA
    State (own right)                                    Contractual assignment of rights:
    Communities (devolved by State or co-                   Over the whole PA, a Co-management contract
    ownership)                                              with the private sector, involving or not a SPV
                                                            Over specific areas/sites, a Concession
    Community (Lessor)                                      contract:
    Private Sector (service provider, investor or             Directly with the Private Sector
    shareholder)                                              Directly with Local Communities (or other
                                                              appointed entity) requiring private sector
                                                              subsequent involvement


           USAID/SPEED logo   Technoserve logo                     USAID/SPEED logo    Technoserve logo




Concessions 101                                        Concessions 101
                                                        Tourism Users Fees - market-based funding mechanisms:
                                                           Entrance Fees
  Concession contracts:                                    Concession or Franchise Fees
    Public-Private-Partnerships                            Licenses and Permits (activities) Fees
      Concession - BOT, DBOT, BOOT, DBOOT, ROT and         Tourism-based taxes
      ROOT                                              In Mozambique:
      Lease or Affermage                                   Entrance Fees
      Management                                           Recreational and Other activities Fees
                                                           Area Occupation Fees
    Community-Public-Private-Partnerships
                                                        (together, the Legal Fees)
      Sub-concession
                                                           Tourism-based taxes (licensing and permits)
      Lease or Affermage                                   Contractual contributions:
      Management                                             Community / social responsibility
      Services provisions                                    Conservation / environmental responsibility


           USAID/SPEED logo   Technoserve logo                     USAID/SPEED logo    Technoserve logo




                                                                                                                3
Concessions 101

 Tourism concessions development
 processes:
  Legal Framework
  Planning
  Procurement
  Contracting
  Management
  Monitoring
  Enforcement

       USAID/SPEED logo   Technoserve logo




                                             4

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IUCN TAPAS group introduction to concessions workshop

  • 1. Values of Partnerships are Recognized! Partnerships in PA management was a key theme as long ago as the 1992 World Parks Congress (Venezuela) Introduction to the meeting: The Tourism Sessions at the last World Parks Congress Concessioning tourism opportunities in conservation agreed that more work on the subject is warranted areas and maximising rural development Major donors (IFC in Mozambique, Indonesia), IDB in Brazil, World Bank, GEF, USAID, interested in topic CBD specific has more equitable distribution of costs and benefits of biodiversity conservation as a goal and Jim Barborak, Anna Spenceley & Rita Casimiro poverty alleviation is a global development priority Tourism to PAs is growing in many parts of the world 19 March 2012, Girassol Indy, Maputo Demand for PAs to generate revenue for their own budgets and to produce more tangible economic benefits locally and nationally is growing USAID/SPEED logo Technoserve logo PA Governance and Monteverde Cloud Forest Reserve, Institutional Aspects Costa Rica Traditional view Current View Owned/managed by NGO PAs can be owned or managed by all levels of Nearly 100K visitors/yr government, NGOs, private land owners, Endowment and robust business PAs are government plan, science/monitoring program owned, government communities and tribes Now 1 of over 100 private reserves managed, and Good management of any PA requires a in CR network, cover over 1% of government designated range of actors from the public and private country sectors Building corridors to coast Planning and management should be Spawned other private, public participatory and adaptive reserves that nearly ring it Benefits from environmental service Privatization, devolution of control, local payments system empowerment, and decentralization Generates surplus used to create becoming more common and manage other reserves Gift shop generates much revenue USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo The California Concessions Workshop Recommendations from Workshop Organized in 2011 by US National Park Recommended publication of best practices Service and Colorado State University with manual, replication of similar workshops support from World Commission on Protected regionally to promote public private Areas and UNESCO World Heritage Centre partnerships Brought together 40 concessionaires, Representatives from Asia, Africa, Latin government and NGO reps and academics to America, Europe and North America discuss best practices in public private Consensus that the field of public private partnerships for tourism management in parks partnerships for managing tourism in PAs merits increased attention and funding USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo 1
  • 2. Background to the meeting - regional African Safari Lodges workshop on nature- tourism and poverty reduction - Ford Foundation – 2008 IUCN World Commission on Protected Areas (WCPA) Tourism and Protected Areas Specialist group - initiative on Tourism Concessions USAID-SPEED initiative on concessions manual for Mozambique USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo Objectives of the meeting Presentations and working sessions Concessions models – how these can contribute to Review best practices and challenges from achieving national conservation objectives southern Africa Concessions processes (i.e. tenders, applications, concession contrat management) Build capacity regionally on tourism Legal and institutional frameworks concessions Sustainable tourism and rural development Strengthen networks and communication Guidance for planning and implementing between interested stakeholders concessions Field trip to Maputo Special Reserve (cancelled) Review of draft concessions manual for Mozambique USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo Agenda Outputs Finalisation of Mozambican concessions manual Report reviewing status of concessions Contributions to: IUCN Best Practice guidelines on sustainable tourism (2nd edition) PARKS special edition World Conservation Congress (WCC) (2012) World Parks Congress (WPC) (2014) Thursday 22 March- Day 4 : Working group review of Mozambique Manual - 8.30-12.30 USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo 2
  • 3. Concessions 101 Concessions 101 “Concessioning tourism opportunities” “in conservation areas” Tourism Concessions - granting of Protected Areas – (IUCN) area of land and/or (delegation) rights to develop tourism sea especially dedicated to the protection activities and infrastructures in PA and and maintenance of biodiversity, and of natural and associated cultural resources, subject to (conservation) public interest: and managed through legal or other effective Unilaterally, in the form of a (Special) License means. In a mutually agreed manner, in the form of a Totally Protected Zones, part of the State public Concession Contract domain Part of a National management System USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo Concessions 101 Concessions 101 Concessions regime – ownership of tourism Concessions models: development rights in PA Licensing of activities in PA State (own right) Contractual assignment of rights: Communities (devolved by State or co- Over the whole PA, a Co-management contract ownership) with the private sector, involving or not a SPV Over specific areas/sites, a Concession Community (Lessor) contract: Private Sector (service provider, investor or Directly with the Private Sector shareholder) Directly with Local Communities (or other appointed entity) requiring private sector subsequent involvement USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo Concessions 101 Concessions 101 Tourism Users Fees - market-based funding mechanisms: Entrance Fees Concession contracts: Concession or Franchise Fees Public-Private-Partnerships Licenses and Permits (activities) Fees Concession - BOT, DBOT, BOOT, DBOOT, ROT and Tourism-based taxes ROOT In Mozambique: Lease or Affermage Entrance Fees Management Recreational and Other activities Fees Area Occupation Fees Community-Public-Private-Partnerships (together, the Legal Fees) Sub-concession Tourism-based taxes (licensing and permits) Lease or Affermage Contractual contributions: Management Community / social responsibility Services provisions Conservation / environmental responsibility USAID/SPEED logo Technoserve logo USAID/SPEED logo Technoserve logo 3
  • 4. Concessions 101 Tourism concessions development processes: Legal Framework Planning Procurement Contracting Management Monitoring Enforcement USAID/SPEED logo Technoserve logo 4