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Tourism in Transfrontier 
Conservation Areas: 
a vehicle for 
development 
and sustainable life 
Facilitator: Dr Anna Spenceley, Chair 
IUCN WCPA Tourism and Protected 
Areas Specialist Group 
annaspenceley@gmail.com 
Friday 14 November 2014
Who we are 
IUCN World Commission on Protected Areas 
(WCPA) Specialist Group 
Voluntary technical network 
Specialists on tourism and protected areas and 
areas of particular importance to biodiversity 
We envision a future where tourism associated with protected areas has a 
positive impact on biodiversity, and where tourism is environmentally, socially 
and economically sustainable
Our structure 
Anna Spenceley (Chair) 
Communities 
•Susan Snyman 
(Vice Chair) 
Knowledge development 
•Glen Hvenegaard, Ralf Buckley 
Capacity Building 
•Steve McCool 
Heritage 
•Robyn Bushell 
Communications 
•Ron Mader 
Membership 
•Elena Nikolaeva 
IUCN Secretariat 
•Giulia Carbone
What we do 
n 
PARKS 
The I 
t er no ational J urnafl o 
Protected Areas o and Cnser vation 
Developing capacity for a lpr otected p anet 
Issue 18.2: December 2012 
Develop knowledge 
Build capacity 
Network
Online 
What we doing more of 
review and 
Webinars on key themes comment 
New working group on communities
Membership application: http://tinyurl.com/tapasmembership 
Facebook: https://www.facebook.com/pages/Tourism-and- 
Protected-Areas-Specialist-Group/122961127797095 
LinkedIn: https://www.linkedin.com/groups?home=&gid=4735342 
Slideshare: http://www.slideshare.net/planeta/tapasgroup 
Wiki: http://planeta.wikispaces.com/tapas 
Google+: 
https://plus.google.com/u/0/117973343043881234019/posts 
IUCN Website: 
http://www.iucn.org/about/work/programmes/gpap_home/gpap_c 
apacity2/gpap_wcpacap/gpap_tourism/ 
Links
Tourism in TFCAs 
• Examples and challenges of transboundary events 
• Tourism facilities in TFCAs 
• Guidelines for concessions in TFCAs
1 
1 
Guidelines on Concessioning & Sustainable 
Tourism Investment in TFCAs in SADC 
TECHNICAL WORKSHOP ON CONCESSIONING 
TECHNICAL WORKSHOP ON CONCESSIONING 
AND INVESTMENT IN TFCAs IN SADC 
THE PROCESS OF PACKAGING PROJECTS 
A PROFESSIONAL TEAM DELIVERING CREATIVE PROJECT SOLUTIONS 
A PROFESSIONAL TEAM DELIVERING CREATIVE PROJECT SOLUTIONS 
Presented by: Michael Wright 
Consulting Engineers Project Managers Environmental Consultants Town and Regional Planners 
Insert Insert client client 
11 
AND INVESTMENT IN TFCAs IN SADC 
THE PROCESS OF PACKAGING PROJECTS 
Presented by: Michael Wright 
Consulting Engineers Project Managers Environmental Consultants Town and Regional Planners 
TFCAs: The Process of Packaging Projects E: michaelw@sivest.co.za T: +27 31 581 1573 C: +27 83 670 1436 W: www.sivest.co.za 
E: michaelw@sivest.co.za T: +27 31 581 1573 C: +27 83 670 1436 W: www.sivest.co.za
Guidelines 
Scoping 
Situational 
analysis 
Conference 
Process
Guidelines 
Scoping 
Situational 
analysis 
Conference
Practical process - support decisions 
Step 
1 
Step 
2 
Step 
3
Examples of good practice & tips 
Planning & development issues: 
Damaralland IInsttiittuttiionall Arrangementts 
Torra Conservancy 
Lessor / partner 
10% revenue. 
£300 p/a rent 
15-yr BOT 
arrangement 
Damaraland Camp 
Wilderness Safaris 
Lessee, Developer and Operator 
• Damaraland is a partnership with Wilderness Safaris) • WS and INDRC and organised rental/• 15 year agreement conservancy for hunting concession • 10% of the net accommodation guest's stay are community 
• For the last 5 years have transferred the conservancy turnover by 20% • By year 15 conservancy manage the lodge, market it. 
• Books presented • Joint management community to discuss wider area 
State 
Land owner 
Permission to Occupy 
Align 
conservation & 
investment goals
Clear 
Simple 
Short
Guidelines 
Scoping 
Situational 
analysis 
Conference
Policies, strategies, legislation 
Namibia: 
- Concession 
policy 
- Draft Parks and 
Wildlife 
management 
Bill 
- Tourism policy 
Malawi: 
- PPP Policy 
framework 
- National 
Tourism 
Policy 
South Africa: 
- Public Finance 
Management Act 
– Treasury 
regulation 16 
- Municipal Finance 
Management Act 
SADC: Protocol on the Development of Tourism; Protocol 
on Wildlife Conservation and Law Enforcement
Concession models 
Management • Awelani, South Africa 
• Witsieshoek, Maloti- 
Drakensberg TFCA 
Lease 
• Singita Lebombo, GLTFCA 
• Chemucane, Lubombo TFCA 
Concession / 
PPP 
(BOT, ROT) 
Best Practice: Use of the type that is most appropriate to the 
level of investment and product type
Concession processes 
• Botswana, Malawi, Mozambique, 
Namibia, South Africa, Tanzania, 
Zambia, Zimbabwe 
Competitive 
bid (Tender) 
Unsolicited • Angola, Mozambique 
• Mozambique, Namibia 
Direct award 
(communities) 
Best Practice: Competitive bidding -Most competitive and transparent.
Guidelines 
Scoping 
Situational 
analysis 
Conference
Tourism and TFCAs in SADC 
Tour de Tuli – transboundary mountainbike event between Botswana, Zimbabwe and 
South Africa, in the Greater Mapungubwe TFCA – Susan Snyman (TAPAS Group, 
Wilderness Safaris) 
Desert Knights – transboundary a canoe and mountain bike event between South Africa 
and Namibia in the Ais Ais TFCA – Roland Vorwerk (Boundless Southern Africa) 
Tour de Pafuri and tour de Shangaan – a transboundary cultural event in the Great 
Limpopo TFCA – Lamson Makuleke (SANParks) and Piet Theron (Great Limpopo TFCA) 
Tourism facilities in TFCAs – Roland Vorwerk 
Guidelines for Transfrontier Conservation Areas in SADC – Bartolomeu Soto (ANAC) and 
Martin Leineweber (GIZ) 
Plenary discussion on transboundary tourism: Challenges and solutions )

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Tourism in TFCAs and Guidelines, Anna Spenceley

  • 1. Tourism in Transfrontier Conservation Areas: a vehicle for development and sustainable life Facilitator: Dr Anna Spenceley, Chair IUCN WCPA Tourism and Protected Areas Specialist Group annaspenceley@gmail.com Friday 14 November 2014
  • 2. Who we are IUCN World Commission on Protected Areas (WCPA) Specialist Group Voluntary technical network Specialists on tourism and protected areas and areas of particular importance to biodiversity We envision a future where tourism associated with protected areas has a positive impact on biodiversity, and where tourism is environmentally, socially and economically sustainable
  • 3. Our structure Anna Spenceley (Chair) Communities •Susan Snyman (Vice Chair) Knowledge development •Glen Hvenegaard, Ralf Buckley Capacity Building •Steve McCool Heritage •Robyn Bushell Communications •Ron Mader Membership •Elena Nikolaeva IUCN Secretariat •Giulia Carbone
  • 4. What we do n PARKS The I t er no ational J urnafl o Protected Areas o and Cnser vation Developing capacity for a lpr otected p anet Issue 18.2: December 2012 Develop knowledge Build capacity Network
  • 5. Online What we doing more of review and Webinars on key themes comment New working group on communities
  • 6. Membership application: http://tinyurl.com/tapasmembership Facebook: https://www.facebook.com/pages/Tourism-and- Protected-Areas-Specialist-Group/122961127797095 LinkedIn: https://www.linkedin.com/groups?home=&gid=4735342 Slideshare: http://www.slideshare.net/planeta/tapasgroup Wiki: http://planeta.wikispaces.com/tapas Google+: https://plus.google.com/u/0/117973343043881234019/posts IUCN Website: http://www.iucn.org/about/work/programmes/gpap_home/gpap_c apacity2/gpap_wcpacap/gpap_tourism/ Links
  • 7. Tourism in TFCAs • Examples and challenges of transboundary events • Tourism facilities in TFCAs • Guidelines for concessions in TFCAs
  • 8. 1 1 Guidelines on Concessioning & Sustainable Tourism Investment in TFCAs in SADC TECHNICAL WORKSHOP ON CONCESSIONING TECHNICAL WORKSHOP ON CONCESSIONING AND INVESTMENT IN TFCAs IN SADC THE PROCESS OF PACKAGING PROJECTS A PROFESSIONAL TEAM DELIVERING CREATIVE PROJECT SOLUTIONS A PROFESSIONAL TEAM DELIVERING CREATIVE PROJECT SOLUTIONS Presented by: Michael Wright Consulting Engineers Project Managers Environmental Consultants Town and Regional Planners Insert Insert client client 11 AND INVESTMENT IN TFCAs IN SADC THE PROCESS OF PACKAGING PROJECTS Presented by: Michael Wright Consulting Engineers Project Managers Environmental Consultants Town and Regional Planners TFCAs: The Process of Packaging Projects E: michaelw@sivest.co.za T: +27 31 581 1573 C: +27 83 670 1436 W: www.sivest.co.za E: michaelw@sivest.co.za T: +27 31 581 1573 C: +27 83 670 1436 W: www.sivest.co.za
  • 9. Guidelines Scoping Situational analysis Conference Process
  • 10. Guidelines Scoping Situational analysis Conference
  • 11. Practical process - support decisions Step 1 Step 2 Step 3
  • 12. Examples of good practice & tips Planning & development issues: Damaralland IInsttiittuttiionall Arrangementts Torra Conservancy Lessor / partner 10% revenue. £300 p/a rent 15-yr BOT arrangement Damaraland Camp Wilderness Safaris Lessee, Developer and Operator • Damaraland is a partnership with Wilderness Safaris) • WS and INDRC and organised rental/• 15 year agreement conservancy for hunting concession • 10% of the net accommodation guest's stay are community • For the last 5 years have transferred the conservancy turnover by 20% • By year 15 conservancy manage the lodge, market it. • Books presented • Joint management community to discuss wider area State Land owner Permission to Occupy Align conservation & investment goals
  • 14. Guidelines Scoping Situational analysis Conference
  • 15. Policies, strategies, legislation Namibia: - Concession policy - Draft Parks and Wildlife management Bill - Tourism policy Malawi: - PPP Policy framework - National Tourism Policy South Africa: - Public Finance Management Act – Treasury regulation 16 - Municipal Finance Management Act SADC: Protocol on the Development of Tourism; Protocol on Wildlife Conservation and Law Enforcement
  • 16. Concession models Management • Awelani, South Africa • Witsieshoek, Maloti- Drakensberg TFCA Lease • Singita Lebombo, GLTFCA • Chemucane, Lubombo TFCA Concession / PPP (BOT, ROT) Best Practice: Use of the type that is most appropriate to the level of investment and product type
  • 17. Concession processes • Botswana, Malawi, Mozambique, Namibia, South Africa, Tanzania, Zambia, Zimbabwe Competitive bid (Tender) Unsolicited • Angola, Mozambique • Mozambique, Namibia Direct award (communities) Best Practice: Competitive bidding -Most competitive and transparent.
  • 18. Guidelines Scoping Situational analysis Conference
  • 19.
  • 20. Tourism and TFCAs in SADC Tour de Tuli – transboundary mountainbike event between Botswana, Zimbabwe and South Africa, in the Greater Mapungubwe TFCA – Susan Snyman (TAPAS Group, Wilderness Safaris) Desert Knights – transboundary a canoe and mountain bike event between South Africa and Namibia in the Ais Ais TFCA – Roland Vorwerk (Boundless Southern Africa) Tour de Pafuri and tour de Shangaan – a transboundary cultural event in the Great Limpopo TFCA – Lamson Makuleke (SANParks) and Piet Theron (Great Limpopo TFCA) Tourism facilities in TFCAs – Roland Vorwerk Guidelines for Transfrontier Conservation Areas in SADC – Bartolomeu Soto (ANAC) and Martin Leineweber (GIZ) Plenary discussion on transboundary tourism: Challenges and solutions )

Editor's Notes

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  7. History of this – worked on tourism concessions manual for Moz International workshop – when Dr Soto was at MITUR in the TFCA unit, a WB funded program I provided TA on As chair of the IUCN WCPA Tourism and PA specialist group – promoting capacity building/knowledge development Member of GSTC (founding director) Member of GoE of GPST PhD and Postdoc on sustainable tourism in Great Limpopo TFCA. ---- Now working on these GLs for SADC; plus a World Bank Group concessions manual for their internal use (will be mainly online); plus there is a UNDP concessions manual (300 page version). These will be promoted at WPC in Australia – e.g. will be a side event on TFCA tourism including these guidelines ---
  8. ‪Images: digitallysick.com – conference sleeping ‪www.uccconferencing.ie – microphone pic ‪www.algaecal.com - signpost
  9. ‪digitallysick.com – conference sleeping ‪www.uccconferencing.ie – microphone pic ‪www.algaecal.com - signpost
  10. Provide practical evidence-based guidance on a step-by-step the concessioning process that supports decision making; Ensure that guidance aligns the goals and objectives of conservation agencies and the private sector, and with the principles of sustainable tourism; Provide case study examples of good practice from within SADC, challenges, and tips to address them; and Provide simple, clear, reliable, applicable, flexible and concise information, with links to more detailed information and templates. Image: Massyn, PJ, Madikwe case study presentation, ALS Foundation series
  11. Provide practical evidence-based guidance on a step-by-step the concessioning process that supports decision making; Ensure that guidance aligns the goals and objectives of conservation agencies and the private sector, and with the principles of sustainable tourism; Provide case study examples of good practice from within SADC, challenges, and tips to address them; and Provide simple, clear, reliable, applicable, flexible and concise information, with links to more detailed information and templates. Images: Lodge:Asilia - http://www.asiliaafrica.com/Gallery/Camps-Lodges.aspx#ad-image-2 Figure: Mitchell, J., Keane, J., and Laidlaw, J. (2009) Making success work for the poor: Package tourism in Northern Tanzania, Final Report, Overseas Development Institute, London. Accessible at http://www.odi.org.uk/sites/odi.org.uk/files/odi-assets/publications-opinion-files/4203.pdf Torra Conservancy: Spenceley, 2008
  12. Provide practical evidence-based guidance on a step-by-step the concessioning process that supports decision making; Ensure that guidance aligns the goals and objectives of conservation agencies and the private sector, and with the principles of sustainable tourism; Provide case study examples of good practice from within SADC, challenges, and tips to address them; and Provide simple, clear, reliable, applicable, flexible and concise information, with links to more detailed information and templates. Images –clip art and MCA website
  13. ‪Situational analysis – to inform the guidelines: Concession models used in SADC and globally Relevant policies, strategies and legislation in the SADC region Examples of concession processes used within protected areas and TFCAs in SADC Tourism investment guidelines for protected areas Concessions manuals and tools used in SADC Descriptions of processes that have been highly effective and can be scaled up to TFCAs in the SADC region, and other best practice examples Lessons learned digitallysick.com – conference sleeping ‪www.uccconferencing.ie – microphone pic ‪www.algaecal.com - signpost
  14. Note – so far review of the policies etc based on literature have had access to, and could find online. Will see in back of guidelines each SADC country, and the information so far – if you have more info – please add it and send to me/discuss in that session. Map - PPF
  15. Management: The authority delegates management to an experienced private operator through a management contract, in return for the payment of fixed management fees, based on performance. The management contract has clear performance indicators. 5 years Awelani - Paid a management fee to manage it – and the Vhembe authority get all revenues Service / Lease: The authority creates a lease agreement with the concessionaire. The concessionaire's profits depend directly on the operating profits of their tourism enterprise, and they adopt full operating risk. <5 years Witsieshoek - Min rental fee or % of profits (whichever is higher) Pure concession or Public Private Partnership: Options include Build Operate and Transfers (BOTs) and Rehabilitate-Operate-Transfers (ROTs). 15-30 years (Manage Operate and Transfer?) Image Witsieshoek: http://www.witsieshoek.co.za/accommodation/bungalows Image Awelani - http://www.safarinow.com/go/AwelaniEcoTourismLodgeandParkThohoyandou#!prettyPhoto Image Singita - http://singita.com/lebombo-lodge/photos/
  16. Tender images / unsolicited - http://www.business.qld.gov.au/business/running/winning-new-business Chemucane – from Steve Collins – Ponto Chemucane, MSR, Putting community at the Centre? Namibia – direct awards to communities – BOT or MOT – and then MET help community to find company to operate it, or develop a joint venture with the community.
  17. ‪digitallysick.com – conference sleeping ‪www.uccconferencing.ie – microphone pic ‪www.algaecal.com - signpost
  18. The meeting combined conference and workshop activities, including:   Presentations, using powerpoint and video, by practitioners on important elements of concession procurement and management. Panel debates, on critical success factors for tourism concessions in TFCAs and on transboundary events. Working groups, which systematically reviewed and commented on the draft guidelines. Plenary discussion, to provide feedback on the working groups and to interrogate particular issues further.   There were 54 participants from 11 SADC countries at the meeting These included representatives drawn from protected area agencies, TFCA management units, ministries of environment and tourism, tourism authorities, tourism companies (developers and operators), finance institutions, and non-governmental organizations. A full list of participants, and their institutions, can be found in Annex 1.
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