The NMS-COUNT Iterative Framework: Phase 4

In Phase 4, a field study tests the methodology and performance of measures. The results of the study and all phases will be used to validate and standardize methods, and to advance development of visitation indicators and models.  Depending on the customized suite of methods developed in Phase 3, Phase 4 could contain a multitude of techniques that involve both on-site data collection via surveys and observations as well as data mining from existing sources or other agency activities.

Phase 4 requires synthesis of data from multiple agencies and stakeholders. This integration is critical to the success of the NMS-COUNT process. A full understanding of data analysis methods and data synthesis is required.  This Phase is also enabled by collaborative planning at the site level to determine proper spatial and temporal characteristics of sampling.

Phase 4 represents the ongoing data collection effort to fill in any gaps noted in the first three phases. One of the most critical gaps uncovered via NMS-COUNT in the existing visitor count data is the frequency of sampling or when and how often sampling occurs. Because of this gap, the research team will place interviewers on two dive boats to record observations of visitor counts in the sanctuary and to conduct interviews with the touring participants. There will also be several roving intercept surveyors which collect data from visitors as they leave the shoreline or return from offshore for visitor activities. Existing data streams will continue to inform the visitation estimates, with models that account for spatial and temporal changes detected by on-site sampling. Following the data collection effort, the results will be shared with academic and agency peers. Resource managers will continue to monitor and adjust use as needed to meet the requirements of the agency or other management plans.

Identify and introduce suitable management system for nature conservation and sustainable development in the support zone

Based on an assessment and inventory of biodiversity in and adjacent to the Machakhela National Park (MNP), it was determined that some valuable areas hadn't been included into the territory of the MNP for various practical/social reasons, in particular riverine areas along the Machakhela river itself.

 

Considering this, the project has conducted a specific investigation into the management options for the Machakhela National Park Support Zoneaiming at identification of the most pragmatic and sustainable options for improving the protection of key biodiversity components and ecological functions outside of the MNP.

 

Based on analysis and extensive stakeholder consultation, the Protected Landscape (PL), IUCN category 5, has been defined as the most relevant management option. The proposed PL will ensure conservation of areas left outside of the MNP with significant ecological, biological, cultural and scenic values as well as development of eco-tourism and sustainable land use practices.

 

The project has prepared the detailed situation analysis report and draft law on establishment and management of Machakheli PL and forwarded to the Government of Achara Autonomous Republic. Currently the government is in the process of initiation of the law in the Parliament of Georgia.

  • Availablity of up-to-date information based on assessment and inventory of biodiversity in all the Machakheli valley in order to identify all areas of conservation importance
  • Support from the local community and all major stakeholders secured though community consultation process and support of collective planning, as well as implementation of local priorities.
  • The willingness, commitment and enthusiasm of the local Municipality (Khelvachauri) to establish and manage the PL

 

1. Effective communication with key stakeholders and especially local population in the vicinity of both existing and/or newly planned PAs is critical for their long-term success. Such contact and communication has to be maintained thro­ughout the establishment process, and in particular during the dema­rcation of boundaries and selection of management zones.

2. After the PA establisment, a coordination mechanism such as the “Advisory Councils” that include local community representatives and other key stakeholders, need to be put in place in order to ensure ongoing communi­ca­ti­ons and possibility to resolve issues and potential conflicts.

3. The experience of the project demonstrates that if such pri­n­ciples are followed, a significant impact on perceptions and support for PAs can be achieved with minimum costs and long-term benefits for all parties.

Addressing specific concerns of local communities, associated with establishment of Machakhela National Park (MNP)

Establishment of the National park had some specific impact on the communities living in the valley, such as limitation of access to the fuelwood and aggravation of human-wildlife conflict.

 

The classic approach used by the PA system to address both scenarios would be based on control and penalization of illegal activities. However, the project approach was to try to address the root cause of the issues and thus reduce the basis for conflict between the MNP and local communities.

 

In the fuelwood case, the project has initiated activities that try to reduce overall demand though increased efficiency of use and fuelwood alternatives. In close consultation with local households, the project assessed potential alternatives, practically tested and demonstrated the chosen options with households, and on that basis disseminated results and encouraged replication.

 

Likewise, in the case of human/wildlife conflict issue, the project approach was to test methods to mitigate the problem by assessing the situation and testing approaches that are selected after an evaluation of practicality and feasibility.

 

In both cases, a key aspect was the direct involvement of the MNP Administration so that they can become seen as part of the solution to local households problems, rather than a cause.

  • Availability of competent organizations with specific knowledge and experience to perform feasibility surveys and assessment of alternatives 
  • Openness of the MNP Administration to engage practically in support of household initiatives, such as support provided to households in bulk buying of hazelnut shells used as a fuelwood alternative.
  • Introduction of alternative solutions should be promoted and prioritized in regional and national forestry, protected areas, rural development and climate change mitigation/adaption strategies and plans. All relevant actors, particularly the PA administrations, forestry agencies, municipalities, NGOs and donor institutions should promote the greater awareness, demonstration and facilitation of the uptake of appropriate solutions due to the multiple benefits they provide.
  • Involvement of the private sectors (retailers of relevant equipment, relevant local/national workshops and  producers, maintenance providers, etc) will be important in ensuring that economic barriers to the uptake of alternative solutions are minimized 
  • Introduction and promotion of alternatives should be based on factual knowledge and understanding of the concrete “real life” needs and opportunities of rural households, if they are to have any likelihood of sustained uptake and impact. Consultation with target communities and feasibility assessment should therefore be essential prerequisites of any such initiatives
Support Protected Area (PA) and community cooperation through the Protected areas Friends Association (FA)

At the project inception, neither Mtirala or Machakhela National Parks were supported by any locally-based NGO’s or support groups. However, such an organization could play an important role in: promoting the PAs, building local community and PA collaboration, and addressing their development priorities.

 

Based on an assessment of the international and national experience and particularly the existing experience of other PA’s in Georgia, the project supported the establishment and functional capacity building of the Mtirala and Machakhela PAs Friends Association (FA).

 

The major risk identified was that many such organizations are heavily supported by donors and once such support ceases, they face problems to remain financially viable. Thus, a major focus of support was on building capacity of the FA to be financially sustainable in the long run via a strategy that ensures long-term core funding from reliable sources.

 

The Mtirala and Machakhela FA was established in 2016 and has been undertaking a variety of activities to build PA/Local Community relationships and collaboration, ranging from Junior and Community Ranger Programs, organization of ecological visits by schools, tourism promotion and application/implementation of local development projects with donor funds.

  • Existing national experience of establishing a similar NGO to support a Protected Area (Tusheti National Park) and an active, relatively established civil society in the country
  • A focus from the outset on building the NGO financial sustainability and ensuring of bringing in the existing in-country capacity and experience to support the initial establishment process.
  • The existence of national “summer camp” programme and tradition for schools and thus an existing opportunity of the NGO to tap into demand for services.
  • Support to the establishment of conservation/rural development NGOs is a popular mechanism for donor projects to implement activities. However, they face significant challenges in terms of maintaining ongoing financial viability and maintenance of their original mandates and objectives.
  • There is demand for environmental ed­u­cation and awareness services in Georgia, particularly in the context of youth summer camps and similar youth related experience bu­ilding events. This provides a potential source of core financing for PA related NGOs while remaining true to their intended aims.
  • There is limited experience and capacity within Georgia on the sustainable organization and management of NGOs/CBOs, particularly regarding sustainable financial planning. This is an aspect that needs support and focus by donors.
  • The Junior Ranger approach to involve local communities and the education of local future generations, is a popular, highly viable, and cost effective approach. The application of the Community Ranger approach is more challenging and requires the right circumstances and approach.
Tourism development inside and adjacent to Machakhela National Park

Appropriate tourism development is an important means and opportunity for Protected areas (PA) and communities located adjacent to them to meet their aims and needs.

 

In the case of the Protected Areas, the aims are:

- to provide a recreational service to visitors

- to increase public awareness and understanding of the importance of conservation

- to generate incomes that enhance management and strengthen sustainable financing for that purpose.

 

In the case of local communities, the aim is to increase sustainable incomes, improve and diversify livelihoods.

 

In both cases, the emphasis is on “appropriate” tourism, i.e. tourism that does not overwhelm or degrade the fundamental tourism attraction (i.e. the pristine nature and cultural landscape). In the PA’s case, there is also an emphasis on educational and awareness aims. This requires that tourism development is carefully planned and focuses on maximizing overall longterm benefits, rather than short term financial benefits.

 

In this context, project's support concentrated initially on developing a sound strategic vision for the Ajara PA system as a whole and individual colchic forest PAs in particular. On this basis, appropriate tourism development was supported on the ground both in the new Machakhela NP and generally in the valley.

  • Existence of well-developed tourism sector on the Black Sea coast and generally “pro-tourism” policy of the Ajara and Georgian government
  • Development of a long-term tourism development policy that attempted to balance benefits with core conservation aims helped to build initial consensus and understanding of issues and approaches within Ajara-level tourism actors and national PA actor - the Agency of PAs
  • Use of regionally-based contractors helped to ensure incorporation of the input and experience of the existing tourism enitities

  • There is a very significant opportunity for colchic forest PAs to increase visitor numbers based on their nature values alone, without investments in substantial infrastructure – the primary “marketing value" of PA's are their intrinsic scenic and nature values, not artificial “attractions” which may be inappropriate.
  • Tourism operators are often focused on quantity of service and not quality - for ecologically and culturally sensitive destinations like Machakheli, tour operators need to prioritize sustainability criteria and focus on quality over quantity.
  • Individual consultations and trainings on the job appear as a most successful method and acceptable for locals in terms of capacity building.
  • Management of PA should build more intensive com­mu­nication with local community, involve them in decision making process for product development. Macha­khela NP should be communicated by Agency of PA, local government and tourism department of Ajara as integral part of the Valley. Tourism development strategies and action plans should be communicated to local community
Machakhela National Park (MNP) support zone community mobilization and engagement in protected area planning and management

When the project started in 2014, there was a significant level of misunderstanding, mistrust and opposition by local residents to the establishment of the MNP and to any actions in the valley that were perceived as restricting existing land use and livelihoods.

 

To respond to this, the project has:

 

a) Initiated immediate actions such as the PA staff trainings and community meetings organized in each village, involving newly trained MNP staff, to improve:

- the effectiveness and understanding of newly recruited staff about the NP objectives and how to communicate with local communities and

- the understanding of local communities on the real impact of the NP and its potential benefits

 

b) Ensured that the boundary and demarcation activities for the MNP were carried out with the full consultation and involvement of local communities and that the final boundaries were consensually agreed with them

 

c) Worked actively with the local communities to build their capacity to organize and benefit from the opportunities the establishment of the NP could bring

 

d) Initiated activities, with involvement of the MNP administration, to address priority issues for local communities related to forest resources and wildlife (i.e. fuel wood alternatives, human / wildlife conflict).

  • The MNP administration understood the need to broaden their focus from “traditional” protection oriented activities and to encourage practical collaboration with local communities regarding their priority issues (fuelwood), conflict issues (wildlife damages) and livelihood issues (tourism).
  • Initial surveys carried out at the MNP establishment stages included assessment of relevant aspects of the socio-economic situations and natural resource use issues and relevant community priorities, and were incorporated into PA management planning
  1. Engaging with communities adjacent to protected areas, particularly during the process of establish the PAs, can have significant benefits for the management of those PA’s in terms of: building local awareness and understanding of their aims, reduction of opposition and conflicts, and finding positive collaborative opportunities of mutual benefit
  2. Protected areas establishment process with strong community support component can be effective cataly­sers of rural development, helping to build more susta­inable and resilient livelihoods, and more united communities
  3. In communities with weak cohesion or existing self-organization structures, it is important to initiate support by efforts to strengthen community level consensus and capacities to organize – this creates an effective basis for further meaningful involvement
  4. Development support should be driven by community and household priorities, provided they do not conflict with the wider conservation and sustainable resource use goals, not by priorities set by “outsiders” (donor projects, PA agency, etc)
Capacity Building of Protected areas administration and local stakeholders

The objective of the project was to increase the long-term effectiveness of conservation and land use in the colchic forests of Ajara, and this necessitated building the capacity of all relevant stakeholders to undertake appropriate activities and development in the future.

 

To build such capacity, the project pursued a multi-faceted approach involving:

  • provision of key equipment and infrastructure to National Park (NP) and local households
  • practically orientated trainings of Protected Areas (PA) staff and local stakeholders – formal / semi -formal training by specialist trainers or contractors
  • study tours within Georgia
  • in process / on-job practical experience

In the latter case, the project strategy was to ensure involvement of project stakeholders as much as possible in the activities led by outside contractors and consultants. The rationale behind this was to build as much local practical experience as possible in order to maximize the possibilities for beneficiaries to be able to undertake such activities themselves in the future. In other words, to build the practical experience and “on-job” capacity of beneficiaries (PA staff, local communities, local service providers, etc.).

  • Building of trust through better communication. During the initial implementation, particular focus was placed on building communication and trust between the National Park and local stakeholders in order to enable future meaningful cooperation.
  • Gaining a sound understanding of local stakeholder issues and priorities. Studies undertaken at the outset were critical in identifying the real capacity building needs of both NP and local stakeholders and helped to orientate project support
  • Participation and input from local stakeholders.

 

 

  • Combining formal training with on-job practical application of skills (when feasible) is much more effective to build long term sustained capacity. For example, training on law enforcement 
  • A holistic training approach that combines and integrates trainings relevant to a variety of stakeholders in a PA context (i.e. not just PA staff but local community, municipalities, NGOs, etc.) is an effective way to both broaden understanding and awareness of all parties, and build a wide basis of local capacities and knowledge (e.g. visit of stakeholders to other PAs)
  • The existence of a systematic training plan/programme within Agency of Protected Areas (APA) and the retention of relevant training materials and training service providers (i.e. a training clearing house mechanism) could greatly enhance the future effectiveness of relevant training for PA staff
  • Collaboration of capacity development efforts with other donor projects can be an effective means to ensure cost effectiveness and access for additional resources, as well as ensuring a more coordinated approach
Involving local communities in conservation process

To garner political and local support for Sangai conservation in KLNP, advocacy was done with all stakeholders. In addition, appropriate measures are being undertaken to improve the awareness of the local people for conserving the species and promote Sangai as the mascot of sustainable development through various capacity building programmes.

1. State forest department's interest.

2. Sangai is an important cultural symbol in Manipur, and hence is considered as pride of Manipur, by local people and Government of Manipur.

3. Supportive Government of India, which provides funding and other support.

1. Multi-stakeholder dialogue builds transparency and trust.

2. Addressing livelihoods of local communities dependent on resources is indispensable . 

 

Securing existing population in Keibul Lamjao National Park

The existing population of Sangai is being secured through integrated management plan, implemented by the Manipur Forest Department. Integrated management plan involves continuous habitat management strategies, habitat and population monitoring, enhanced patrolling strategies, genetic studies and involvement of local communities and different stakeholders at KLNP. 

1. State forest department's interest.

2.  Sangai is an important cultural symbol in Manipur, and hence is considered as pride of Manipur, by local people and Government of Manipur.

3. Supportive Government of India, which provides funding and other support.

 

1. Rigorous field work is critical for identification of habitat requirement of Sangai, and other related aspects of population management.

2. Continuous monitoring ensues long term success.

Commitment to conservation objectives through Conservation Agreements

Conservation Agreements (CAs) are binding grant contracts created and agreed upon by specific communities and the ECF. CAs set out clear, attainable and realistic conservation objectives and determine the scope of conservation measuresto be implemented within communities that demonstrate the have the organization, motivation and commitment to follow 10-year habitat management plans. Conservation objectives set by the ECF and local community use expert and local knowledge. Each agreement is tailored to the identified needs in the target community and the local landscape. These contracts bind communities to protect ecosystems but also assist traditional land users to use the land in a sustainable way. 

 

The communities that sign Conservation Agreements have been selected to do so because they show initiative, community involvement and potential through the FPA process and establishment of a CBO. In order to ensure the sustainability of the projects, the compliance of Conservation Agreements is monitored. Each community must submit annual technical reports. In case they fail to perform the planned activities, the payments under the agreement may be suspended until they meet the requirements, or subsequently terminated if they don’t comply for more than a year.

  1. Successful application of the FPA; communities practice using tools, models, financing
  2. Development of a philosophy of support and education, not policing
  3. Careful selection of communities which demonstrate the skills, organization and involvement to commence conservation measures
  4. Providing training and education to make decisions and manage landscapes in cooperation with nature conservation ideals
  5. Clearly defining activities being paid for creates a sense of purpose for CBOs
  6. Assisting communities secure additional funding 
  • Technical expertise is needed in very few cases for specific questions related to agreeing on habitat management plans.
  • The cost estimates were developed in cooperation with the local community representatives based on their knowledge of local markets. The final result is that a fair, full cost reimbursement is set by the conservation agreements that allows the CBOs to implement the Conservation Agreements and secure their economic sustainability over the contracted period.
  • Annual community reports include: a comparison of targeted and actual values for the planned measures; developments in project time frames; general financial report; information on problems and identification of possible solutions.
  • Each year, a sample of conservation agreements are selected for independent audit of performance by ECF or a third party. This is an opportunity to examine monitoring and reporting and a method to test performance of the conservation agreement process.
  • Examining connections between conservation objective and resilience/livelihoods of locals helps direct future projects.