Transcript 1996 - 2006 - Convention on Biological Diversity

RedLAC Workshop
May 9th to 11th, 2007
Lima, Peru
Why PACT?
• NGO movement
• Consultation workshops
• Visitor willingness surveys to pay
• Expressed need for a sustainable financing
mechanism
• National entity for conservation
• Sustainable financing mechanism
What is PACT?
• Revolving, Sinking, and Endowment Funds
• Capitalization (05/06) :Approx. BZ$6,000,000.00 Bz
• Endowment Fund shall receive no less than 5% of all revenues per
fiscal year
• Endowment Fund (05/06): BZ$2,700,000.00 Bz
Primary Objective:
Assist, via grants, the management, conservation, development of
protected areas and wildlife species (CITES)
Sources of Funds
• Cruise Ship Passenger
Head Tax
• Conservation Fee paid
by tourists on their
departure
12%
46%
42%
• Investments and
Individual donations
Conservation Tax
Cruise Ship Fee
Other
Source of Funds
Tourism Dollars
 88% of revenue comes from tourism as payment
for environmental services
 Cruise Tourism - $2,073,077 Bz (05/06)
 Conservation Fee - $1,849,138 Bz (05/06)
 Revenue supported by PACT ACT Legislated on
January 2nd, 1996
 Outlined in section 21
 Legislation states PACT is responsible for direct
collections
Revenue Streams
Conservation Fee (USD$3.75)
20% of Cruise Ship Passenger Fees
other
Protected Areas Conservation Trust
Trust Fund
Endowment Fund
Operational Expenses
Grants
Revenue Distribution
(Policy)
20%
20%
Grant Program
60%
Operational /Capital
Staff
Revenue Distribution
Actual 05/06
17%
10%
73%
Grant Program
Operational /Capital
Staff
Revenue vs. Expenditure
Collected from 1996 to 2006
Revenue vs. Expenditure
Collected from 1997 to 2006
$6,000,000.00
$5,000,000.00
$4,000,000.00
BZ Dollars
(BZD)
$3,000,000.00
$2,000,000.00
$1,000,000.00
$-
1996/ 1997
TOTAL REVENUE
$763,265.09
TOTAL EXPENDITURE
$290,313.52
1997/ 1998
1998/ 1999
1999/ 2000
2000/ 2001
$1,057,780.02 $1,094,192.21 $1,246,783.58 $1,361,732.76
$622,512.35
$888,087.62
$1,058,839.00
$993,927.00
2001/ 2002
2002/ 2003
2003/ 2004
2004/ 2005
2005/ 2006
$1,476,280.25 $2,195,068.00 $3,350,534.00 $4,279,066.00 $4,451,821.00
$911,692.00
Fiscal Year
$1,106,968.00 $2,885,190.00 $2,377,854.00 $5,191,046.00
Grants Fact Sheet
137 Grants have been awarded to date, totaling BZ
$7,748,193.38 Bz from January 1996 to January 2007
 4 Large Grants, all ongoing totaling over $3.7 million
 2 Medium Grants, 1 ongoing, totaling over $500,000.00
 75 Small Grants, 10 ongoing, totaling over $2.2 million
46 Scholarships, 1 long term training and 2 Professional
Development Grants, totaling over $900,000.00
7 Research Grants, 6 ongoing, totaling over $100,000.00
Grants Distribution from
January 1996 to January 2007
All in $Bz.
Activities Funded
•
Demarcation of boundaries
•
Research
•
Institutional Strengthening
•
Infrastructure Development
•
Scholarships/Short-term training
•
Promotional Materials
•
Environmental Education
•
Monitoring Activities
•
Capital/Office Equipment
Grants Fact Sheet
Business Plans
 $152,186.24 Bz was invested in the
development of two business plans
 St. Herman’s Blue Hole – BAS
 Laughing Bird Caye - FoN
 Essential for long term financial sustainability
while increasing operating effectiveness and
efficiency of protected areas management
Grants: National Scope
 Large Grants
 University of Belize - $945,000.00 Bz
(partnership)
 Develop the Natural Resources Management Program
 Forest Department - $867,438.00 Bz
 Improving Protected Areas Management through the
institutional strengthening of FD
 National Protected Areas Policy and System
Plan
 PACT invested $300,000.00 Bz to the development of
the plan
Grants: National Scope
Leveraging of Funds
Leverage partnerships for project funding to
NGOs with CI, Oak, TNC, MARFund,
GEF/SGP
Leverage partnerships for tertiary degree
scholarships with INCAE, CATIE, EARTH
and University of Belize
One to one matches
Grants: National Scope
Leveraging of Funds
Large Grant for Friends for Conservation and
Development (FCD)
 a three year project to develop and implement a comprehensive and
integrated management program for the Chiquibul National Park and
Maya Mountains Key Biodiversity Area, the largest protected area in
Belize.
PACT - $800,000.00 Bz.
 counterpart funding from The Critical Ecosystems
Partnership Fund and The Nature Conservancy - $1 million
Bz.
 FCD will receive a total of $1.8 million Bz.
Grants: National Scope
Leveraging of Funds
 The University of Belize
 PACT contributed $945,000.00 Bz
 Counterpart contribution from OAK Foundation, The Nature
Conservancy and Earthwatch Institute totalled - $2,691,750.00
Bz
 Total funding for development of NRM Program - $3,636,750.00
Bz
 The National Protected Areas System Plan
 PACT contributed $300,000.00 Bz
 Counterpart funding amounted to $500,000.00Bz
 Total funding for development of plan approximately
$800,000.00Bz
Grants: National Scope
Leveraging of Funds
Memorandum of Understanding with
CATIE of Costa Rica
PACT contributes 1 scholarship and INCAE
contributes 2 scholarships for Belizean
students
Memorandum of Understanding with Earth
University of San Jose Costa Rica
PACT contributes 2 scholarships and Earth
contributes 3 scholarships to Belizean
students.
Accomplishments
• Number of Protected Areas
supported with Grants – 36
(Approx. 40% of the System)
• Number of Non Governmental
Organizations, Government
Departments and Associations
that have benefited from
PACT’s Grants program – 31
Management of the
Other Funds
• Leveraging our experience in investment and grants
management over the past ten years
• PACT can administer grants at a much reduced cost
since it does not have to invest in Capital
• Opportunity for coordination and co-financing of projects
and programs
• More finances can go directly on the ground
• Eg. PACT Foundation and the Oil Fund
Management of the
Trust Fund
• Interim audit at half year
• Full audit at end of year by independent internationally affiliated
audit firm
• Budget based on projects in the pipeline and historical trends of
revenue
• Management team drafts budget
• Departments defends budget to management and Staff
• Budget reviewed and approved by Board
• External evaluation of projects
• Proactive and responsive approaches to grant funding
Our Strengths
•
10 years experience in managing grants
•
Network and dialogue with NGO’s and CBO’s throughout
the country
•
Active Support from Government policies :
- Debt for Nature Swap
- National Protected Areas Policy and System Plan
•
Coordinating role
•
International Alliances: MARFund, RedLAC, IUCN
•
Leverage partnerships
Future Plans
 Revision of Grants Manual and Grants Process
 Communications Strategy
 PACT will endeavor to implement the National
Protected Areas Policy and Systems Plan
through the provision of medium and large
grants. These projects should leverage PACT
funds for national and/or regional impact.
 Refocusing of PACT Small Grants
 Continue building capacity of CBOs and smaller
NGOs
 Mentorship Programme
Other Future Plans
More autonomous Board/New Legislation
Development of a fundraising campaign
Support implementation of Environmental
Education Strategy
Administrative Fee Support up to 20%
Thank You!
To Donate to Belize’s
Protected Areas visit us at…
www.pactbelize.org