Project Title

Workshop on Energy Statistical and Geographic Information Systems 

Project Year

2016   

Project Number

EWG 16 2016A 

Project Session

Session 2   

Project Type

Standard 

Project Status

Project in Implementation   
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Project No.

EWG 16 2016A 

Project Title

Workshop on Energy Statistical and Geographic Information Systems 

Project Status

Project in Implementation 

Publication (if any)

 

Fund Account

APEC Support Fund 

Sub-fund

ASF: Energy Efficiency 

Project Year

2016 

Project Session

Session 2 

APEC Funding

89,952 

Co-funding Amount

27,548 

Total Project Value

117,500 

Sponsoring Forum

Energy Working Group (EWG) 

Topics

Energy 

Committee

SOM Steering Committee on Economic and Technical Cooperation (SCE) 

Other Fora Involved

 

Other Non-APEC Stakeholders Involved

 

Proposing Economy(ies)

Mexico 

Co-Sponsoring Economies

Japan; United States 

Expected Start Date

01/09/2016 

Expected Completion Date

31/12/2016 

Project Proponent Name 1

Leonardo Beltran Rodriguez 

Job Title 1

Undersecretary for Planning and Energy Transition 

Organization 1

Ministry of Energy 

Postal Address 1

lnsurgentes Sur 890, Col. del Valle, C.P. 03100 , Delegaci6n Benito Juarez , Ciudad de Mexico 

Telephone 1

Not Applicable 

Fax 1

Not Applicable 

Email 1

lbeltran@energia.gob.mx 

Project Proponent Name 2

Rafael Alexandri Rionda 

Job Title 2

General Director of Energy Planning and Information 

Organization 2

Undersecretary for Planning and Energy Transition 

Postal Address 2

Not Applicable 

Telephone 2

Not Applicable 

Fax 2

Not Applicable 

Email 2

ralexandri@energia.gob.mx 

Declaration

Leonardo Beltran Rodriguez and Rafael Alexandri Rionda 

Project Summary

The APEC Economies are working to develop policies that contribute to facilitate the cooperation of the member economies through information and data exchanges. 

Mexico's energy reform has generated changes on the industrial activities and government institutions. Therefore it is important for Mexico and Asia-Pacific region to have a system that establishes a data governance model and the institutional arrangement to ensure the value chain of the statistical and geographic information required  by  domestic  and  international  institutions,  in  order  to  promote energy efficiency and better policies. 

The workshop, on the margins of a EWG meeting, will convene APEC's and other economies to share experiences on energy statistics and geographic information systems. Experts that provide technical and analytical support for their energy statistics will be invited to share knowledge and experiences to implement a strong energy statistical and geographic information systems.

Relevance

Energy Reform in late 2013 brought structural changes to the energy sector. These changes are designed to create a more dynamic and efficient sector, open to competition. That will bring new players in the different segments of the energy industry, increasing the amount of information coming from new actors, which create a big need for the Ministry of Energy, to guaranty that the necessary information is collected, and complies with high quality standards. The Energy Information System (SIE) is intended to be the tool to achieve the new energy statistical and geographic information systems, in order to promote investment, pursue the most efficient use of energy, and enhance the knowledge of the interaction between energy supply and demand. 

To help address the challenge, it is proposed to have a workshop in Mexico City with the participation of the responsible agencies for collecting energy information from APEC economies:  United States, Canada, Japan, Chile, Australia and Republic of Korea; and others non-APEC economies like United Kingdom and Netherlands. In order to analyze and possibly implement the best international practices in: collecting information, institutional agreements, information flows, resources allocation, statistical processes and regulatory frameworks. 

Participants and attendances will be able to identify best practices, success stories, opportunity areas or common problems, as well as understanding the best practices to solve and relate with people that have the know-how on specific topics. The workshop is intended for the participants to share experiences and recommendations about how the information technologies (IT), standards, regulatory frameworks and others topics can improve the processes of energy statistics and to keep track of the energy information in order to have the required elements to design energy policies. Additionally, one aim of the workshop will address recommendations  in order to define possible roadmaps for their energy statistical and geographic information systems.

This workshop will bring benefits to Mexico as well as to the participating Economies. APEC region will be directly benefited by the improvement of the energy statistics on these economies.

Objectives

This workshop has two primary objectives. The first is to create synergies between participants at the Workshop on energy statistical and geographic information systems. As a result, the information that the economies submit to the Energy Working Group (EWG), will be more robust, reliable and timely. The second objective is to help Mexico's Ministry of Energy to develop a more robust, reliable and timely Energy Information System.

Alignment

The Working Group of Energy (EWG) was launched in 1990. The EWG helps further APEC goals to facilitate energy related trade and investment and seeks to maximize the energy industry's contribution to the region's economic and social well-being, while mitigating the environmental effects of energy supply and use. In this sense the EWG's mission is: "to build the capacity of APEC members to Strengthen domestic and regional energy security and lower the carbon intensity of energy supply  and use across the region, facilitated by information and data exchanges, joint research and development, and open trade and investment". 

The workshop is aligned with the energy data training program that implemented the Institute of Energy Economics, Japan (IEEJ), which aims to increase the knowledge of energy statisticians and improve APEC energy data quality through the cooperation of the member economies. The following are the purposes of this program: Increase the capacity of energy statisticians in APEC economies, enhance human resource network between APEC economies and IEEJ, Increase the level of understanding on APEC energy database by APEC economies, Introduce world trends on energy statistics to APEC economies and Improve reliability of APEC energy database.

TILF/ASF Justification

The workshop  will  identify  a  number  of  best practices and  recommendations  for  energy statistical  and geographic  information systems, which will be disseminated across APEC economies. 

A key metric for success   will   be the   implementation   of   effective   strategies   to   submit   sustainability, timeless and completeness energy information in the region over the medium-term.

Beneficiaries and Outputs

Outputs: This workshop will be focused on efficient data access and sharing, with particular emphasis on sharing experiences, including benefits and challenges, considering fit for purpose aspects, recognition of standardization, important means for improved data management for effective planning, and other energy statistics needs, demonstrating practical examples of geographical information system success stories. Energy statistics and its management are fundamental to successful energy planning and the derived benefits to APEC economies, and overall sustainable development of population. 

We are looking for that the recommendations from this workshop will be about the development energy statistical and geographic information systems, legal framework needed to data access, standards, data interoperability, effective data processing, information sharing and knowledge transfer. This also includes the standardization of metadata collection, which helps to improve the data quality and resolving inconsistencies in data sources. 

Also, bringing experts and researchers from APEC region will help the economies to share best practices about energy statistical and geographic information systems regarding to develop governance data, master data plans or others actions plans that helps them to improve the data quality, timeliness and completeness. 

Finally, the Workshop will allow the participant economies to define a roadmap identifying the necessary steps, efforts and financial resources needed to fulfill the second objective in a time period that does not exceed two years. The workshop is a fundamental for the development of the Energy Information System, which will create new projects and activities designed to develop and conclude a more robust, reliable and timely system. The main attendees for the workshop will be people in charge of the energy statistics in the participant economies. 

Outcomes:

1) Participants gained an understanding of the approaches and methodologies for data and metadata collection, according to the acceptable format and standards.

2) Participants shared experiences on GIS implementation in their economies.

3) Increased knowledge of participants on supporting energy access through the use of energy statistical and geographic  information systems.

4)  Participants shared experiences on developing master data plans.

5)  Increased knowledge of participants on energy data gathering through the use of legal frame work.

6)  Participants shared experiences on Data Governance in their respective economies.

7) Work together to improve the quality of energy statistics in APEC economies.

8)  Bring together consumers and producers of energy data in Mexico, as well as sector specific experts (oil, gas, coal, electricity, energy efficiency, energy balances) to engage in a discussion on how best to coordinate to ensure the completeness, timeliness and quality of the data.

9)  Understand better the Mexican energy statistics data collection process and clarify gaps or inconsistencies vis-à-vis international standards in the data received from the Ministry of Energy (SENER).

10) Enhance co-operation and expert level contact to make it easier for day to day contact through email and telephone on an as needed basis when questions arise. 

Beneficiaries: Workshop participants from APEC and other economies will directly benefit from the lessons learned and effective strategies highlighted during the workshop for implementing energy statistical and geographic information systems. This information will assist policymakers; energy and finance ministries and other decision-makers involved in improve the energy consumption, energy efficiency, and support business investments -special on renewable energies-. As a result of providing better information, we will improve the energy sector knowledge for private companies, which will impacts in more investments, promote economic growth and jobs creation. 

As for the participants, the following profiles are considered: Chiefs/Head on Energy Statistics, Coordinators of Energy Data and Senior Energy Data Manager and APERC’s research. 

The attendance will be consumers and producers of energy data in Mexico, as well as sector specific experts (oil, gas, coal, electricity energy efficiency as energy balances), and experts from PEMEX and CFE (government companies). Also, we are trying to identify possible private companies that would be interested in attending to the workshop. 

The participants from the UK and Netherlands will be Chiefs/Head on Energy Statistics and experts on energy statistics and geographic information systems. 

The aim of the project is for high level experts (participants and attendees) that have strong knowledge/skills in energy statistics and data collection.

Dissemination

The workshop considers fundamentally collaboration with APEC. Thisproposed, does not have any precedent in Mexico's energy sector. Information and experience gained will be shared with others APEC economies by electronic publication. 

To promote the workshop Twitter, newspapers and TV news will be considered. 

The final project report in electronic format will be produced as an output of the project. The main target audience is the statistical departments of each APEC economies and international statistical institutions, that’s why we don´t have any intention to sell the outputs. We will submit the guideline by e-mail –participants and attendees), also, they would be able to download at SENER’s Web Site (it will request user and password). It will be submitted to APEC Secretariat for publication on APEC website.

We will use some posters and flyers in order to condition the hosting and provide some information to the participants and attendees.

Gender

Between 1995 and 2015, the global rate of participation of women in the labor force fell from 52.4 to 49.6 percent. Globally, the likelihood that women participate in the labor market remains nearly 27 percentage points lower than that of men. The lowest rates of participation of women translate into fewer employment opportunities, with little variation over time, undermining their ability to earn income and economic security. 

In Mexico 43.8% of employed people registered in the Mexico’s economy, were women (2014). Also, in five companies (small and medium) that are opened, three are led by women (Treasury, 2013) and Mexico’s women entrepreneurs provide 37% of the GDP, highlighting the INEGI reports (INEGI, 2012). 

Despite significant advances in education, gender gaps in terms of paid and unpaid work in Mexico they are among the highest in the OECD. (OECD, 2011). This project would be useful to the women, because it provides information about how the energy sector works and best practices on energy statistics that can be translated into take better decisions in less time (senior management women) and identify new areas of employment opportunity. Finally, the results of the Project may be consulted by any women interested in developing public policy. 

This project is not focused to directly benefit women; however they will have the same opportunity to participate in the Project. It means that will call for 55% female nominees on the workshop invitation and/or actively seek out female experts in this area. We expected between 40% and 55% of females participants, it depends on external factors (for example: their interest in participating and personal agendas), however we have the commitment to equitably encourage women’s participation in this project.

Work Plan

This workshop, to be held on the margins of an EWG meeting, will bring together experts from APEC and non-APEC economies that have energy statistical and geographic information systems, experts from international organizations and multilateral development banks that provide technical  and  analytical support for Energy Information Systems (e.g., IEA, IMF, World Bank, IRENA). Planned activities are as follows:

1) March 2017: Identify key stakeholders; develop draft agenda; identify appropriate workshop venue;

2) April 2017: Develop list of proposed speakers and other  meeting participants, finalize  logistics,  book venue, hire contractors to facilitate meeting, invite speakers and other attendees;

3)  May-June 2017: Finalize agenda and confirm speakers;

4) July (TBC) 2017: Conduct workshop sharing lessons learned, best practices;

5)  August 2017: Elaborate workshop  report and analysis of findings and recommendations;

6) September 2017: Disseminate findings to APEC economies via an outcomes report and analysis of findings and recommendations.

7) December 2017: Develop a roadmap with specific actions that Mexico must perform in order to creating a more robust, reliable and timely Energy Information System.

Risks

Resources
- What risks could impact project implementation?

Unclear or incomplete: the types of labor required for the project, roles and key responsibilities for each labor type, number of people required to fill each role, items of equipment to be used and their purposes, types and quantities of equipment needed, total amount of materials, products and services needed.

- How will they be managed?

We will create a Resource Plan that summarizes the level of resources needed to complete a project. This Resource Plan will specify the exact quantities of labor, equipment and materials needed to complete the project: We will create a resource schedule, which enables us to plan the consumption of each type of resource, so that we know that we will have enough resources to complete the project. 

Quality

-  What risks could impact project implementation?

Unclear or incomplete: the project deliverables to be produced, setting quality criteria for these deliverables, standards for the deliverables, quality assurance activities required to assure quality.

-  How will they be managed?

We will create a Quality Plan that helps us to schedule all of the tasks needed to make sure that the project meets the needs of the participants and speakers. Also, we will use outsourcing (contract a staff) in order to manage and track the execution of the project. Finally, we will sign a Service Level Agreements (SLA) with the contractors.

Schedule

-  What risks could impact project implementation?

Have unclear or incomplete plans and specifications.

-  How will they be managed?

Plan the dates for using or consuming the resources, identify the amount of resource required per project activity, create a detailed resource utilization schedule, build a list all of the tasks involved in procuring our products and services and schedule those tasks by allocating timeframes and resources. 

Contractual

-  What risks could impact project implementation?

Have wrong assumptions, omissions and breach of contract.

-  How will they be managed?

Build a list of contingent actions to reduce the impact, should the risk occur and monitor the status of each risk throughout the project, good checklist and detailed plans and specifications, clear communications in the plans, spec, and contract, so that all parties know what is expected, be very clear about the products or services we want installed, how we want them installed, and what the final job should look like. Finally, we will include supplier penalties for breach of contract or for not deliver the products and services on time. 

Financial

-  What risks could impact project implementation?

Unclear or incomplete: the types of labor costs to be incurred during the project, items of equipment needed to deliver the project, various product or services needed by the project, unit costs for labor, equipment and materials, amount of contingency needed, others (Inadequate allowances, price changes, cost-plus bids, Job-site surprises).

-  How will they be managed?

We will create a Financial Plan that identifies the Project Finance (i.e. money) needed to meet the objectives. This Financial Plan defines all of the various types of expenses that a project will incur (labor, equipment, materials and administration costs) along with an estimation of the value of each expense. Also we will try to avoid cost overruns, monitoring the budget in order to know the expenditure, create requirements of a proper invoice and required supporting documentation and evidence. 

Communication

-  What risks could impact project implementation?

The stakeholders are not agreed on project goals and priority.

-  How will they be managed?

We will use a Communication Plan that describes how we intend to communicate the right messages to the right people at the right time. Within a Communication Plan, the communication goals, stakeholders and strategies, activities and timeframes are described. A Communication Plan will help us to keep everyone informed so that we can communicate a consistent message to stakeholders, participants, speakers and other people. 

Others

-  What risks could impact project implementation?

Not have enough participants and speakers, a natural event can affect the facilities (hosting and hotel boardroom), social events affecting logistics or execution of the workshop, we need the right skills & availability in-house to held the workshop, not enough human resources for project planning and implementation.

-  How will they be managed?

We will create a list of contingent actions to reduce the impact, should the risk occur and monitor the status of each risk throughout the project.

Monitoring and Evaluation

We will make a survey –by surveymonkey.com- and interviews to the stakeholders and participants in order to know if the project achieved the objectives. The results will be shared to the APEC economies and United Kingdom and Netherlands. 

The indicators that we propose in order to know if the project is on track and successful in meeting its objectives are:

Quantitative.

·  Rate how the workshop helps the participants.

·  Rate how the topic helps the participants to improve the data timeliness.

·  Rate how the topic helps the participants to improve the data completeness.

·  Rate how the topic helps the participants to improve the data quality.

·  Rate how the topic helps the participants to improve the statistical and geographic processes.

·  How many overall participants are expected at the workshop and from how many economies?. 22 APEC economies experts (one for each economy), one from UK and one from Netherland.

·  The attendances would be between 60 and 80 participants.

·  What percentage of female participants is expected? Between 40 and 55 percent.

·  What percentage of participants is expected to have increased their knowledge on energy statistical and geographic information systems? More than 70% of the participants increased their knowledge.

·  How many female experts or speakers at the workshop? It is expected between 40 and 55 female experts.

Qualitative.

·  What are the participants planning to do with the acquired knowledge?

·  How the workshop helps the participants to improve their energy statistics?

·  What does participants thing about the workshop?

Linkages

·  Mexico’s Energy Information System (SIE) was designed under a scheme in which the government was the only player in the energy sector, therefore, being PEMEX and CFE the only players in the crude oil and electricity sectors respectively, the governance of data and information flows were under control.

·  When Mexico’s energy sector allowed new players (private companies) the data governance increased its complexity, so it is important to have the know-how of new processes (based on open market schema) to provide a constant flow information, as well as validation and presentation; using information technology to streamline this new process.

·  Therefore, it is necessary to search, analyze and implement solutions that enables the SIE to capture, integrate and ensure the quality of data necessary for the preparation of official documents, and  provide reliable and timely thus information to citizens, private companies, national and international agencies.       

·  The workshop proposed, does not have any precedents in Mexico’s energy sector and as we know there is not a duplication of previous or ongoing APEC initiatives. The increased their knowledge on energy statistical and geographic information systems will be helpful for the economies that want to improve their statistical processes by using IT.

Sustainability

1. Work together to improve the quality of energy statistics in Mexico

2. Bring together consumers and producers of energy data in Mexico, as well as sector specific experts (oil, gas, coal, electricity, energy efficiency, energy balances) to engage in a discussion on how to coordinate in order to ensure the completeness, timeliness and quality of the data, using energy statistical and geographic  information systems

3. Deeper understand of the Mexican energy statistics data collection process and clarify gaps or inconsistencies vis-à-vis international best practices or standards in the data received from Mexico’s Ministry of Energy

4. Enhance co-operation and expert level contact to make it easier for day to day contact through email and telephone on an as needed basis when questions arise

5. Increase the level of understanding on APEC energy statistics by APEC economies

6. Develop a roadmap with specific action that will allow Mexico improve the Energy Information System according to the new challenges from the energy reform

7. Develop a master data plan in order to solve the data gaps

8. Identify gaps in Mexico’s legal framework that must be fill with the purpose to ensure the collection of statistical information.

Project Overseers

Rafael Alexandri Rionda
The General Director of Energy Planning and Information will manage the project
Ministry of Energy
Email: ralexandri@energia.gob.mx
Phone: +52 (55) 5000 6000 Ext. 1353

Cost Efficiency

Not Applicable.

Drawdown Timetable

Not Applicable.

Direct Labour

Not Applicable.

Waivers

Not Applicable.

Are there any supporting document attached?

No 
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Project No.

Project Title

Project Status

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Project Year

Project Session

APEC Funding

Co-funding Amount

Total Project Value

Sponsoring Forum

Topics

Committee

Other Fora Involved

Other Non-APEC Stakeholders Involved

Proposing Economy(ies)

Co-Sponsoring Economies

Expected Start Date

Expected Completion Date

Project Proponent Name 1

Job Title 1

Organization 1

Postal Address 1

Telephone 1

Fax 1

Email 1

Project Proponent Name 2

Job Title 2

Organization 2

Postal Address 2

Telephone 2

Fax 2

Email 2

Declaration

Project Summary

Relevance

Objectives

Alignment

TILF/ASF Justification

Beneficiaries and Outputs

Dissemination

Gender

Work Plan

Risks

Monitoring and Evaluation

Linkages

Sustainability

Project Overseers

Cost Efficiency

Drawdown Timetable

Direct Labour

Waivers

Are there any supporting document attached?

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