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Participative actions for economic benefits of agave forestry [Мексика]

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Recuperación de tierras degradadas por agaveforestería a través de acciones participativas para beneficios económicos (Spanish)

approaches_2436 - Мексика

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1. Общая информация

1.2 Контактные данные специалистов и организаций, участвующих в описании и оценке Подхода

Ответственный (-ые) специалист (-ы)

Специалист по УЗП:
Специалист по УЗП:

Martínez Palacios Alejandro

Tel (443) 334-0475, Ext. 119

apalacios56@gmail.com

Instituto de Investigaciones Agropecuarias y Forestales, Universidad Michoacana de San Nicolás de Hidalgo (IIAF-UMSNH)

Morelia-Zinapecuaro, Tarímbaro, Michoacán 58330, México

Мексика

Специалист по УЗП:

Ríos Patrón Eduardo

01 (443) 3226017

eduardo.rios@semarnat.gob.mx

Delegación de SEMARNAT (Secretaria del Medio Ambiente) en Michoacán, Unidad de Planeación y Política Ambienta

Morelia, Michoacán

Мексика

Название проекта, содействовавшего документированию/оценке Подхода (если применимо)
DESIRE (EU-DES!RE)
Название организации (-ий), содействовавших документированию/оценке Подхода (если применимо)
Institut de recherche pour le développement IRD (Institut de recherche pour le développement IRD) - Франция
Название организации (-ий), содействовавших документированию/оценке Подхода (если применимо)
Instituto de Investigaciones Agropecuarias y Forestales (IIAF) - Мексика
Название организации (-ий), содействовавших документированию/оценке Подхода (если применимо)
SECRETARÍA DE MEDIO AMBIENTE Y RECURSOS NATURALES (SECRETARÍA DE MEDIO AMBIENTE Y RECURSOS NATURALES) - Мексика

1.3 Условия, регламентирующие использование собранных ВОКАТ данных

Составитель и ответственный/-ые специалист(-ы) согласны с условиями, регламентирующими использование собранных ВОКАТ данных:

Да

1.4 Ссылка (-и) на Анкету (-ы) по Технологиям УЗП

2. Описание Подхода УЗП

2.1 Краткое описание Подхода

Land reclamation with local agave (to produce Mezcal) associated with trees, shrubs and grasses planted through participative actions for economic benefit.

2.2 Подробное описание Подхода

Подробное описание Подхода:

Aims / objectives: Rehabilitation of degraded land is achieved by using native agave (Agave inaequidens) and trees, shrubs and grasses which creates, over the medium-term (7-10 year), a sustainable production of an alcoholic drink (mezcal) and/or pharmaceutical products and/or fodder for cattle and/or wood. Further objectives are water conservation, biodiversity, generation of permanent employment (plant reproduction, planting, alcoholic drink/ pharmaceutical production), carbon sequestration, generation of higher family incomes and a reduction in the amount of livestock and number of animals and uncontrolled grazing (the main cause of soil erosion). These positive impacts of the approach contribute to preventing the rural population from emigrating to the cities or abroad.

Methods: Coordination, cooperation and systematic participatory process among stakeholders are the basis of the approach. Promoting participatory processes occurs through workshops, interviews with community leaders, field visits conducted with owners of the land to recognize the problems and identify areas of opportunity, training courses, exchange of experiences with other people who are developing similar projects at different stages. Technical advice and the links with scientists, technicians and public officials in charge of project beneficiaries is given under a two-way process of mutual learning and seeking to strengthen self-management capabilities that inspires innovation at the different stages. The key to success of a participatory approach lies in liberating and developing community leadership and self-organization processes.

Stages of implementation: The project is part of a regional planning context and a basin scale approach of intervention. The watershed of the site project is included in a special programme of the Ministry of Environment and Natural Resources of Mexico which gives the opportunity of developing and financing a medium- to long-term project. The participatory process is delivered from planning, organizing, programming and implementing to financing, training, monitoring and disseminating the results. The strategic perspective of the project includes capacity-building of land owners for greenhouse and nursery management, the technical assessment for the improvement of the agave forestry system, guidance with quality production of mezcal and marketing support to diversify products and sell them in order to make the project financially self-sustaining and profitable. All these stages range from short- to medium- and long-term.

Role of stakeholders: The government finances the project through grant resources, promotes the participation of beneficiaries and monitors it, seeking the management of resources and intersectoral participation. Scientists and academics share their knowledge, techniques and methodologies for implementation, improvement, evaluation and monitoring of each stage, and they support capacity-building of the community. The owners of the land and the community implement and develop each of the activities from building and maintaining the greenhouse and nursery, planting agaves, trees and shrubs, to the use and production of mezcal and other commercial products.

2.3 Фотографии, иллюстрирующие Подход

2.5 Страна/ регион/ место, где применялся Подход

Страна:

Мексика

Административная единица (Район/Область):

Mexico/Michoacán state

Более точная привязка места:

Morelia

2.6 Даты начала и окончания реализации Подхода

Год начала реализации:

2009

Год окончания (Если Подход больше не применяется):

2012

2.7 Тип Подхода

  • Traditional, innovative and project based

2.8 Каковы цели/ задачи Подхода

The Approach focused mainly on other activities than SLM (registered alcohol production, cattle fodder, medicine uses, biodiversity conservation, wood)

Rehabilitation of degraded land is done using native agave (Agave inaequidens), trees, shrubs and grasses which creates, over the medium-term (7-10 years) sustainable production of an alcoholic drink (mezcal) and/or pharmaceutical products and/or fodder for cattle and/or wood.

The SLM Approach addressed the following problems: Social and economic problems: Agriculture and livestock in the region are primarily for subsistence. The level of poverty and marginalization of the people of the project site is medium to high with low education levels. People need to migrate to the cities or outside the country to supplement the family budget. Prices of farmer productions are too low and do not allow economic survival. Therefore, only 10 to 20% of the total incomes are derived from agricultural products! This explains why the children of farmers do not want to become farmers and lands are less and less cultivated. In correlation, as the livestock price is good and animals can be raised with little input of time. Thus the number of animals is increasing and as they are grazing everywhere, they have a strong soil erosion impact.

2.9 Условия содействующие применению Технологии/ Технологий в рамках Подхода или затрудняющие его

Социальные/ культурные/ религиозные нормы и ценности
  • затрудняют

The social arrangement of the “ejido” requires all people to agree on moving forward with different activities. The level of education and migration.

Treatment through the SLM Approach: Systematic and constant promotion of the participatory process through community assembly meetings, workshops, community exchange travel, experiences and training. Promote complementarity and targeting of resources from other sectors.

Наличие/ доступность финансовых ресурсов и услуг
  • затрудняют

Potential constraints in the final stages of the project when receiving revenue from the sale of mezcal and other products.

Treatment through the SLM Approach: Strengthening capacities of organization and administration, promoting transparency and accountability in the community. Development and consolidation of the formation of cooperatives as an alternative to social enterprise.

Институциональные условия
  • затрудняют

The risk that the six-year change in administration does not follow the care programme in the area.

Treatment through the SLM Approach: Strengthening self-management capabilities of the group of beneficiaries of the project. Involving other government levels and sectors funding training and monitoring of subsequent stages.

Нормативно-правовая база (землевладение, права на земле- и водопользование)
  • содействуют

The existing land ownership, land use rights / water rights greatly helped the approach implementation

  • затрудняют

Federal, state and municipal regulations for preventing clearance of woods, biodiversity uses, forest exploitation, water concessions and water quality must be applied. Mexican official standards of mezcal production must be used

Treatment through the SLM Approach: Conduct a thorough review with a focus on prospective different stages of a project and the legal implications and regulations that must be met at these stages. Inform land owners about their rights, obligations and mechanisms of fulfilment.

Осведомленность в области УЗП, доступность технической поддержки
  • затрудняют

Lack of validation and technology transfer of agave forestry. Lack of information on the requirements of these species of agave. Potential risk to move from non-intensive system to an intensive one due to economic and market factors.

Treatment through the SLM Approach: Development of technological packages for an agave forestry system as a basis for the production of mezcal, considering soil erosion levels and system arrangements. Promote only ecologically diversified, non-intensive systems. Design environmental and ecological monitoring stage.

3. Участие и распределение ролей заинтересованных сторон

3.1 Заинтересованные стороны, участвующие в реализации Подхода и их роли

  • местные землепользователи/ местные сообщества

Traditionally, women have been more responsible for the house and the area close to it. They are less involved in the field activities of the agave forestry project, but are involved in production and commercialization. On the other hand, women are worried about the possible impacts of alcoholic drink on communities, because alcoholism is a social concern. There has been no discrimination inside the communities up to now

  • эксперты по УЗП/ сельскому хозяйству
  • учителя/ преподаватели/ школьники / студенты
  • частный сектор
  • местные власти
  • государственные власти (отвечающие за планирование или принятие решений)
  • международные организации
  • administration and authorities; women
3.2 Участие местных землепользователей/ местных сообществ на разных стадиях реализации Подхода
Участие местных землепользователей/ местных сообществ Перечислите участников и опишите их вовлеченность
инициирование/ мотивация самоорганизация Balance alternatives and take decision to test the agave forestry
планирование интерактивное Planning, organizing and programming the project, defining responsibilities, time and initial investment. Identification of agave seeds and a proper place to install the greenhouse and nursery.
выполнение самоорганизация Building and maintenance of greenhouse and nursery, selecting the sites for the plantation and planting. Training of land users by other land users to produce mescal according to quality rules for a recognized product.
мониторинг/ оценка самоорганизация In each field: monitoring plant growth, status of the protection against cattle grazing, indications of soil erosion.
Research интерактивное Monitoring by some land users of some parameters defined by scientists.

3.3 Схема реализации (если имеется)

Описание:

Workshop with women from eight rural communities of the Calabozo - Potrerillos watershed. They are defining their problems and proposing solutions. EU-DESIRE project and small catchments SEMARNAT project, San Rafael Coapa community, Morelia municipality, April 2010

Автор:

Christian Prat

3.4 Принятие решений по выбору Технологии/ Технологий УЗП

Было решение по выбору Технологии (-ий) принято:
  • all of them
Поясните:

It is the result of proposals, visits and discussions between all the stakeholders, so it is a joint decision.

Decisions on the method of implementing the SLM Technology were made by all of them. It is the result of proposals, visits and discussions between all the stakeholders, so it is a joint decision.

4. Техническая поддержка, повышение компетенций и управление знаниями

4.1 Повышение компетенций/ обучение

Проводилось ли обучение землепользователей/ других заинтересованных лиц?

Да

Укажите, кто проходил обучение:
  • землепользователи
  • местный персонал/консультанты
Тип обучения:
  • в ходе работы
  • общие собрания
Рассматриваемые темы:

Training focused on explaining which plants to select for seeds, how to create and maintain plants in greenhouses, how to transplant them and how to organise their planting in the field depending on the aim (scattered for production or in rows to create a green barrier formed from trees, shrubs, grasses and agaves)

4.2 Консультационные услуги

Есть ли у землепользователей возможность получать консультации?

Да

Укажите, где именно оказываются консультационные услуги:
  • на полях землепользователей
Описание/ комментарий:

Name of method used for advisory service: Plant (native agave, trees, shrubs, grasses) production advises; Key elements: Plant selection, Management of plants under greenhouse

Advisory service is very adequate to ensure the continuation of land conservation activities

4.3 Институциональная (организационная) поддержка

В ходе реализации Подхода были ли организованы новые институциональные структуры или поддержаны уже существующие?
  • да, существенно
Укажите уровень, на котором структуры были укреплены или вновь созданы:
  • местные
Укажите тип поддержки:
  • финансовая
  • повышение компетенций/ обучение
  • оборудование
  • transport

4.4 Мониторинг и оценка

Являются ли мониторинг и оценка частью Подхода?

Да

Комментарии:

bio-physical aspects were regular monitored by project staff, government, land users through observations; indicators: Biodiversity, water quality, water usage, degradation and soil rehabilitation indicators.

bio-physical aspects were regular monitored by project staff, government through measurements; indicators: Participatory collection of data by landowners, public officials and technicians.

technical aspects were regular monitored by project staff, government, land users through observations; indicators: Indicators of improvement of technical capabilities of the nursery operators, capacity building for the production of mezcal and other products and comparative indicators of different arrangements of agrosystems based on other biophysical and economic indicators.

socio-cultural aspects were regular monitored by project staff, government through measurements; indicators: Migration, poverty, education indicators by surveys and statistical models

economic / production aspects were regular monitored by project staff, government through measurements; indicators: Indicators of profitability, revenue from each stage per person, economic valuation of soil improvement

area treated aspects were regular monitored by project staff, government through measurements

There were no changes in the Approach as a result of monitoring and evaluation

There were no changes in the Technology as a result of monitoring and evaluation

4.5 Научные исследования

Были ли научные исследования частью Подхода?

Да

Укажите темы исследований:
  • экономика / маркетинг
  • экология
  • технология
Напишите подробнее и назовите тех, кто выполнял исследования:

No information exists about the production conditions of this agave species, especially concerning the sugar quantity and quality produced by the plant which will be used for alcoholic drink production (e.g. whether it grows better in the shade or in full sunlight, or more appropriate for mature or young plants).

Research was carried out on station

5. Финансирование и внешняя материальная поддержка

5.1 Годовой бюджет мероприятий по УЗП в рамках Подхода

Если точный годовой бюжет неизвестен, укажите примерный диапазон затрат:
  • 2000-10000
Комментарий (например, основные источники финансирования/ ключевые доноры):

Approach costs were met by the following donors: government (estimated budget by ha, without alcoholic drink production ): 80.0%; local government (district, county, municipality, village etc): 10.0%; local community / land user(s): 10.0%; other

5.2 Финансирование и внешняя материальная поддержка, предоставляемая землепользователям

Предоставлялась ли землепользователям финансовая/ материальная поддержка для применения Технологии /Технологий?

Да

5.3 Субсидии на отдельные затраты (включая оплату труда)

  • оборудование
Укажите, какие ресурсы были субсидированы В какой степени Опишите субсидии подробнее
инвентарь/ инструменты профинансированы частично shovel, hammer, pickaxe
  • сельскохозяйственные
Укажите, какие ресурсы были субсидированы В какой степени Опишите субсидии подробнее
plastic bags for plants, soil, compost профинансированы частично
  • строительные материалы
Укажите, какие ресурсы были субсидированы В какой степени Опишите субсидии подробнее
камень профинансированы частично
древесина профинансированы частично
metal tube, plastic for greenhouse профинансированы частично

5.4 Кредитование

Предоставлялись ли в рамках Подхода кредиты на мероприятия УЗП?

Нет

6. Анализ влияния и заключительные положения

6.1 Влияние Подхода

Сумел ли Подход помочь землепользователям внедрить и поддерживать технологии УЗП?
  • Нет
  • Да, немного
  • Да, умеренно
  • Да, существенно

it is a new and easily-implemented technology with a high economic potential (commercialisation of products of very high value)

it is too early to judge, but it is supposed to improve it

6.2 Основные причины, побуждающие землепользователей внедрять УЗП

  • рост продуктивности
  • рост прибыли (доходности) и рентабельности
  • материальное стимулирование/ субсидии
  • экологическая сознательность
  • well-being and livelihoods improvement

6.3 Долгосрочная устойчивость мероприятий в рамках Подхода

Могут ли землепользователи самостоятельно (без внешней поддержки) продолжать применение того, что было реализовано в рамках Подхода?
  • да

6.4 Сильные стороны/ преимущества Подхода

Сильные стороны/ преимущества/ возможности по мнению землепользователей
The project is done in a participative way where different kinds of stakeholders are involved: administrators, politicians, scientists and the public. (How to sustain/ enhance this strength: maintenance of the interaction between stakeholders from the workshops, present results to other authorities and appropriate fora.)
Сильные стороны/ преимущества/ возможности по мнению составителя или других ключевых специалистов
Productive project which generates economic benefits over the medium-term (How to sustain/ enhance this strength: as a result of the money earned, it will be possible to extend the area concerned and subsides will not be necessary anymore )

6.5 Слабые стороны/ недостатки Подхода и пути их преодоления

Слабые стороны/ недостатки/ риски по мнению землепользователей Возможные пути их преодоления/снижения?
Women particularly, are worried about the possibility of the increase in alcohol consumption since alcoholic drink will be produced in a semi-industrial way for the external market, it is not supposed to be consumed by the communities themselves
Слабые стороны/ недостатки/ риски по мнению составителя или ответственных специалистов Возможные пути их преодоления/снижения?
Selling alcoholic drink is not necessarily beneficial from a health and societal point of view maintenance of a campaign to reduce consumption and develop a responsible attitude to alcohol

7. Справочные материалы и ссылки

7.1 Методы сбора/источники информации

  • выезды на места, полевые обследования
  • опросы землепользователей

7.2 Ссылки на опубликованные материалы

Название, автор, год публикации, ISBN:

DESIRE project Mexico partner (IRD 22)

Где опубликовано? Стоимость?

http://www.desire-project.eu/ free

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