The NMS-COUNT Iterative Framework: Phase 2

Phase 2 brings together various agency managers, local stakeholders, and researchers to address a set of management objectives and associated monitoring needs. In this collaborative process, all stakeholders contribute their knowledge and perspectives on legal mandates, policies and factors that influence visitation and use within a specific sanctuary. Managers and local informants participate in a series of surveys and workshops that progress from a more broadly-based questionnaire to one with more specific questions based upon prior feedback. The expert panel discusses visitor trends and challenges specific to monitoring visitation at their site. The results of each iterative survey and workshop provide detailed insight into the current state of knowledge on visitation and level of confidence in the ways this information has been obtained. 

Phase 2 requires full engagement between the local managers and researchers. When managers engage local stakeholders and inform them of the process, the information provided to researchers is more comprehensive. This portion of the process relies on interpersonal relationship development for researchers and stakeholders alike. Development of such working relationships via workshop contact and other interactions helps establish a foundation of trust and cooperation for the NMS-COUNT process to proceed upon.

In Phase 2, the research team engaged managers and stakeholders to better understand current visitation status at the sanctuary. Working with the NOAA Office of NMS, researchers were given access to contact 32 local resource managers and stakeholders with institutional knowledge about the site. This allowed the research team to develop a panel survey and engage the local stakeholders in a panel forum. All stakeholders were sent an initial questionnaire asking for their insights on visitation to the sanctuary in general. Three stakeholders responded to the questionnaire, providing general feedback on visitor activities, temporal and spatial patterns of use, pathways to and through the Sanctuary, and current visitor counting status. Based on this feedback, a second round of questionnaires were refined for use at the panel workshop. The in-person workshop featured detailed discussions of identified challenges to visitation monitoring at Gray’s Reef NMS. It also allowed detailed discussion of existing data availability for initial visitation monitoring strategies and modeling efforts.

The NMS-COUNT Iterative Framework: Phase 1

In Phase 1, researchers review the literature for a comprehensive understanding of methods in visitor sampling, estimation, and monitoring in a range of settings. From this research, potential methods and the types of data they produce are identified, as well as the advantages and disadvantages of using each method at different scales. To examine which methods and indicators of visitation are most effective in a chosen NMS, all site attributes, visitor activities, and conditions (social, biophysical, regulatory, spatial, and temporal, etc.) of the sanctuary are inventoried. Researchers then determine which methods are potentially appropriate for that particular sanctuary, at a range of confidence levels (low to high). Gray’s Reef National Marine Sanctuary will be used as an example to better understand NMS-COUNT throughout this solution.

A high degree of interaction from researchers is required in this phase. During Phase 1, researchers gathered and compiled materials to understand the site layout, attributes, conditions and reported recreation activities. Researchers must conduct a foundational assessment to fully understand the indicators and standards set for the management of the protected area, the values associated with the setting, and any setting attributes that are unique that would not allow for replicating to other settings.

Two primary activities at Gray's Reef were identified - diving and fishing, with the primary activity being recreational fishing. This helps inform the NMS-COUNT process with focal data sources that identify volume, frequency and impact of this dominant visitation type. Some existing data sources inform the process, such as those visitation counts captured by other survey methods (e.g. law enforcement patrols, automated vessel identification systems, etc.). Beyond existing data sources, the potential visitor estimation methods examined for this entirely offshore protected area setting were boat-launched drones, fixed-wing aircraft, and on-site surveying. 

Community outreach and governance

IUCN entered into the Dhamra port project because of concern about the port harming Olive Ridley turtles. As IUCN dug into the problems, however, it learned that the mortality rate of the turtles had already increased dramatically. A report prepared by the Wildlife Institute of India indicated that turtle mortality had increased from a few thousand a year in the early 1980s to more than 10,000 by the mid 1990s. Mechanized trawl fishing and gill net fishing were seen to be responsible for the mortalities.

 

Local community awareness regarding the value of the turtles was low. To address this, the IUCN team engaged in community sensitizing activities, including creative educational programs, as well as traditional outreach. DPCL also established a community training centre so that local villagers could develop new skills.

 

IUCN also identified that the use of Turtle Excluder Devices (TEDs) could be helpful in reducing turtle mortality due to trawl fishing, one of the biggest problems in the areas. The devices weren’t new to fishers in the Dhamra area – Indian NGOs and scientists had tested them with the fishers in the past – but they weren’t being used. The IUCN DPCL team consulted extensively with local fishing cooperative officers and communities to better understand the issues.

A training workshop was organized and a number of practical trials of the TEDs for fishers in the area were facilitated. Changing the practices of local fishing communities remains a major priority, but will require long-term education programming combined with policy solutions.

The last obstacle to be tackled in this public arena was governance. In the beginning, local authorities seemed more concerned about fishers’ rights than turtle safety. However, as understanding spread, government agencies became partner advocates for the holistic, long-term solutions. There were alternative livelihood trainings to provide income generating options to the community besides fishing.

Science and technical expertise

Dredging, recognized as a serious threat to the marine turtles, was identified by IUCN as a priority.  IUCN, with experts from the Species Survival Commission’s Marine Turtle Specialist Group designed and developed a dredging protocol to be followed during port operations. These included installing turtle deflectors on all dredger drag-heads to help ensure turtles were not pulled into the dredger. Trained observers were assigned to all dredgers to monitor this process. These observers would check screens on inflow and overflow pipes on a 24/7 basis. These measures (deflectors, screens, and human observers) were put in place to ensure that the dredging was “turtle friendly”. Such measures were the first to have been put in place in the history of dredging activities in India.

 

Lighting was the second major threat identified because excess glare is known to distract turtle hatchlings as they instinctively move towards brightly lit areas and away from the sea. For this, the IUCN Commission experts provided specific guidelines for the port’s lighting plan, which was adopted by the port authorities. IUCN further supported Tata Steel in identifying the right design for these lights. Today, Dhamra Port is the first and only port in India to have installed “turtle friendly” lighting.

IUCN supported DPCL in developing an Environment Management Plan (EMP). This plan was scientifically robust and practically implementable, going beyond the existing legal requirements. Most importantly EMP was designed in such a way that it becomes the integral part of the Standard Operating Procedures (SOPs) of DPCL. This makes it different from other EMPs.

 

Large-scale infrastructure can be designed to successfully incorporate biodiversity considerations.

Strong partnerships and open communication

The private sector is commonly described as being blind to environmental issues. The reality, however, is that the private sector is heavily invested in biodiversity. The project was an opportunity for companies to deepen their understanding of environmental issues and to develop the corporate habit of thinking beyond the bottom line. Less obviously, it is an opportunity for environmental specialists to deepen their understanding of business and development dynamics and to learn to include bottom line analysis in their own evaluations.

Robust communication practices went hand in hand with the partnership. Because of the sensitivity around the issue among environmental organizations and other sectors, the approach toward the project was to make information transparent and publicly available. The partners described very clearly what they was doing and what they were not doing – and why. Information was made available through fact sheets and the project website, and by engaging in public discussions and meetings.

A number of other efforts were made to ensure information was flowing freely between the key stakeholders. For example, in early 2009, IUCN held a Consultative Technical Workshop on Dhamra Port in Bhubaneswar, Odisha, followed by a trip to the port site. The interactive forum brought together a diverse mix of government representatives, the private sector, leading local and international scientists, technical experts, academics and local community representatives. Work with the press ensured that messages were disseminated at a national level. These efforts encouraged participation and helped to dispel confusion.

Data collection system in Toubkal National Park

Between 2015 and 2019, the Direction du Parc National de Toubkal (DPNT) has developed data collection sheets for monitoring i) infractions linked to tourism activities, and ii) wildlife.

These are paper sheets given to local eco-guards to fill in during their field surveys, illustrate with photographs and then hand over to the Toubkal National Park Zone Managers (PNTb): from these sheets, the latter then draw up quarterly reports and location maps for the DPNT, which feed into a database.

From the end of October 2019, the DPNT plans to improve and facilitate data collection for local eco-guards: the Toubkal National Park ecotourism officer, in collaboration with the scientific monitoring officer and the PNTb zone managers, has adapted the CyberTracker software for this protected area in order to develop an easy-to-use mobile application for monitoring in the Toubkal National Park. Training in the use of this application is planned in the near future for the PNTb's eco-guards.

Training in monitoring (types of data to be collected, filling in forms, use of GPS and digital camera) is an absolute prerequisite before local eco-guards can begin field surveys.

Rigor in data collection by the eco-guards, then in the centralization and synthesis of this data by the Toubkal National Park Zone Managers.

In addition, the use of the GIS tool by the latter is not superfluous.

Thanks to this monitoring system set up by the DPNT, a veritable database has been created and periodically updated, enabling us toimprove our knowledge of wildlife (for priority species) and the location of "black spots" relating to tourist activity.

Better still, the implementation of these patrols and monitoring operations in the Toubkal National Park has reduced the reaction time between the discovery of an offence in the core zone and the issuing of the Official Statement of Offence, as the local eco-guards are constantly on the ground and in permanent contact with the PNTb Zone Managers (thus playing a key role in the fight against poaching and illegal construction).

However, it turned out that the local eco-guards still had many shortcomings in data collection, mainly due to the fact that many of them are illiterate. The CyberTracker software seems an interesting solution to this problem. To be continued...

Wildlife monitoring training

The local eco-guards recruited via an outsourced service had a perfect knowledge of the high mountains and their inhabitants. However, they had gaps in their knowledge of the identification of certain fauna species, and had never carried out monitoring according to a pre-established data collection protocol.

It was therefore essential for them to benefit from training sessions in this area: theoretical sessions in the classroom to familiarize themselves with species identification and data collection sheets, and to start handling technical equipment such as GPS and digital cameras (01 day/session), and practical sessions in the heart of the Toubkal National Park (PNTb) to assess the beneficiaries' physical abilities and knowledge of the mountain territory, and to apply what they had learned during the theoretical sessions (06 days/practical session).

It is important to have a budget for logistics, i.e. accommodation and catering for beneficiaries, and the rental of camping equipment, particularly for practical sessions in the high mountains.

During the 1st session, forestry technicians from the Toubkal National Park (PNTb) also had to be trained by the wildlife expert so that they could lead the subsequent training sessions themselves, scheduled by the PNTb management.

It is necessary to organize several training sessions to ensure that the eco-guards are able to perfectly identify the priority fauna species and correctly draw up the collection sheets.

However, it turned out that most of the eco-guards were also illiterate and had great difficulty in filling in the collection sheets: the Toubkal National Park Management therefore planned to adapt the CyberTracker software to its monotoring and to train its eco-guards in it (from the end of October 2019) so that data recording would be much easier for them.

Innovative funding schemes

The exclusiveness of these private islands means that they get a particular clientele that keeps returning for holidays at these places - some are known as repeated guests for over 15 years. Setting up a philanthropic club exclusively for selected guests allows them to donate to a conservation fund that will support the island’s protected area . 

Secondly, unique high-quality merchandise was developed together with local artisans, with the aim of offering signature products exclusively available at these islands, and generating a premium price. A collaboration was forged with Roots Seychelles, who specifically designed textile products inspired by local culture and techniques. Selected pareos were made for clientele of Denis Island that would portray both the environment and colors of the island. 

Another revenue generating program developed was the ‘plant-a-tree’ scheme where guests were invited to plant a tree to commemorate important life events such as a wedding, anniversary or birth, and thereafter made a donation to support the earmarked protected area or environment protection activities of the island. A commemorative plaque with any message requested by the guest is engraved, includeing the date of planting, and the tree species planted. 

In order to develop innovative schemes, it was necessary to chose unique products inspired by local culture and tradition also trailed schemes that seem to generate interest from guests.  

The development of these unique financing schemes needed not be seen as another way of extorting more money from guests. Careful thought needed to be given to how to make guests contribute to an important cause. The schemes therefore needed to be marketed correctly and trailed to ensure that they worked for the island’s specificities. 

Developing and trialing innovative financing mechanisms

In order to develop innovate financing tools for the proposed protected sites, it was important to thoroughly understand the profiles of the islands’ clientele , and to develop mechanisms that would not be seen as extorting more money from clients who were already paying hefty sums for their holidays on these private islands.

Extensive discussions about various funding options needed to be held at different management levels. e.g. the islands owners, the hotel managers, and marketing personnel in order to gauge an understanding of what products could be developed for the clients of these resorts. The resorts offer different holiday packages – from a five-star all-inclusive holiday package to a four-star sustainable island concept. 

Therefore, options were trialed for adoption or adaption, or for dismissal. One such example was the tree planting activity allowing guests to commemorate important life events, thereby becoming involved in the protection of the environment. 

The idea proved to be a popular and in-demand finance option on Denis Island, and it was assumed to also work well on North Island. However the scheme did not get approval, because North Island offers all-inclusive holiday packages, and so tree planting could not be charged.

The adoption of the financing solutions requires their approval by the owners as well the clientele’s willingness to pay for it. Is it important therefore that all management levels are consulted and on par with the mechanisms proposed.

Further, mechanisms need to be innovative and appealing and not portrayed as yet another product put on sale. In order to get to the stage of adoption of a funding scheme, trialing needs to take into account its practically, and its fit with the product offered by the respective resorts.

The discussions and approval of innovative financing mechanisms takes a long time to materialize, as these business decisions need to be thoroughly evaluated, and need approval from top management or island owners. 

In small islands contexts, limited expertise available locally can restrict possible funding schemes to be developed. It may be important to obtain ideas on a regional scale, or at sites that have similarities to North and Denis Islands. In the case of North Island, its context resembles that of Chumbe Island off Zanzibar, so it was necessary to learn what has worked there.

A shared sense of identity and belonging within the Coalition

The collective work developed within the Coalition has favorably impacted each of the CSOs that comprise it. The permanent opportunity to exchange experiences, consult each other for technical aspects, logistics, and to seek funding together, has made it hard for the member organizations to imagine work without the Coalition. Without contributing to the management of the territory, many organizations envision that this management would be partial and that the enriching exchange that has led them to be recognized as a key player in the region would possibly not exist. A key aspect of the collective work has been the human aspect, in which the members have found camaraderie, laughter and affection.

  • A network of actors with territory knowledge that supports integrated management and constant accompaniment of producers;
  • Openness and trust within the Coalition; independent from levels of knowledge and expertise, all work equally because they have a common goal.
  • The work within the Coalition has strengthened the modus operandi of each of the organizations individually;
  • The watershed approach has broadened the vision of member organizations working mainly with productive systems with a focus on conservation and protection of lifestyles and ecosystems.