Project Title

APEC Economic Study on Impact of Cruise Tourism: Fostering MSMEs' Growth and Creating Sustainable Communities 

Project Year

2017   

Project Number

TWG 01 2017A 

Project Session

Session 2   

Project Type

Standard 

Project Status

Project in Implementation   
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Project No.

TWG 01 2017A 

Project Title

APEC Economic Study on Impact of Cruise Tourism: Fostering MSMEs' Growth and Creating Sustainable Communities 

Project Status

Project in Implementation 

Publication (if any)

 

Fund Account

APEC Support Fund 

Sub-fund

ASF: Micro, Small and Medium Enterprises (MSME) 

Project Year

2017 

Project Session

Session 2 

APEC Funding

120,000 

Co-funding Amount

40,000 

Total Project Value

160,000 

Sponsoring Forum

Tourism Working Group (TWG) 

Topics

Tourism 

Committee

SOM Steering Committee on Economic and Technical Cooperation (SCE) 

Other Fora Involved

 

Other Non-APEC Stakeholders Involved

 

Proposing Economy(ies)

Papua New Guinea 

Co-Sponsoring Economies

Australia; Japan; Peru; Philippines; Russia; Chinese Taipei 

Expected Start Date

01/12/2017 

Expected Completion Date

31/12/2018 

Project Proponent Name 1

Alcinda Trawen 

Job Title 1

Director, Policy and Planning 

Organization 1

Papua New Guinea Tourism Promotion Authority 

Postal Address 1

PO Box 291 

Telephone 1

675-3200211 

Fax 1

Not Applicable 

Email 1

alcinda.trawen@papuanewguinea.travel 

Project Proponent Name 2

Not Applicable 

Job Title 2

Not Applicable 

Organization 2

Not Applicable 

Postal Address 2

Not Applicable 

Telephone 2

Not Applicable 

Fax 2

Not Applicable 

Email 2

Not Applicable 

Declaration

Alcinda Trawen 

Project Summary

Cruise ship sector is considered one of the most rapid growing segments in the tourism industry. Given the rise of the cruise industry activity in the APEC region, data to analyse the economics of cruise tourism is vital, especially data that focuses on communities as the recipients of economic benefits. 

This project will provide a study through baseline data on the cruising effect on local communities, more specifically, MSMEs in local communities in APEC economies and how the income generated from the cruise sector is leads to better standards of living for local people. This can be used to support further strategic sustainable development of cruise tourism and to identify opportunities to increase positive impact and safeguard the livelihood of local economies. 

The project will provide for research, a workshop and a report on the economic impact of cruise tourism in local communities. This work will take place in 2018 in APEC economies where cruise ships visit community focused ports of call.

Relevance

This project seeks to assess whether local communities and MSMEs in particular, are receiving the economic benefits that comes from cruise ship spending and its long-term sustainability. This project will focus on a baseline study on the cruise economic impact and its sustainability from the viewpoint of local economies. Cruise tourism, provides foreign exchange earnings creating income in the running of community based MSMEs and goods and services provided to tourists. There is a higher chance of direct poverty alleviation in local communities. Hence it is important to ascertain the economic impact to local communities and MSMEs from this sector of the tourism industry.

This project is relevant as tourism is a powerful tool for community development in reducing inequalities and providing income-generating opportunities when local key stakeholders engagement are maximized. This project will have sustained benefits to all APEC economies, as all have sea borders hence aid in strategic planning to ensure appropriate decision making and resource allocation in the sustainable resourcing of cruise tourism.

This project falls under rank 1 in a number of categories: Green Tourism, travel facilitation for enhancing mobility, building sustainable and resilient communities, people to people connectivity, skills development and youth employment. It also falls under rank 2 Sustainable Growth: Activities/issues related to safeguarding the quality of life through sustainable growth, and, Inclusive Growth; Issues related to reducing economic disparities among APEC economies. This project aims to specifically address people-to-people connectivity with emphasis on building cooperation between APEC economies by connecting the region’s developed and emerging growth centres. By doing so, APEC will strengthen and deepen its regional economic integration, improve the regions quality of growth, and contribute to the Asia-Pacific economic resilience, furthermore; enhancing interaction, mobility and joint ventures in the region.

Objectives

1) To quantify and map the expenditure received by local community based MSMEs;

2) To assess direct and indirect economic impacts in order to collate case studies by volunteering/cosponsor economies, share experiences and revise strategies; and

3)  To generate a publication that conveys the conclusions of the economic study on impact of cruise tourism in local communities and MSMEs. 

This project aims to support further strategic targeted development of cruise tourism and to identify opportunities to increase positive impact for MSMEs in local communities.

Alignment

This project supports APECs key priorities to build a collective commitment to improve economic, cultural and social and environmental well being of APEC economies through tourism. This project is consistent with the 2016 TMM statement stating; “We consider that tourism is a fundamental sector for achieving inclusive growth when it makes responsible use of environmental resources, respecting the authenticity of host communities and equitably distributing socio-economic benefits within the destinations.” In the Manila Declaration 2015, Leaders reaffirmed their commitment to eradicating poverty and enhancing the welfare of rural communities in the region by promoting rural development. This project is also aligned to implementing the APEC Blueprint on Connectivity, particularly people-to-people connectivity. This project is consistent with the SMEWG Strategic Plan to work towards a transparent and pro-business environment with equal opportunities for SMEs, exploring ways to improve SME access to funding support for business growth and promoting an entrepreneurial culture amongst the youth, women and other individuals. 

This project coincides directly with the Tourism Working Group’s Strategic Plan 2015-2016, area; “Promote sustainable and inclusive tourism development in the APEC region.” More specifically; Priority Area 1: Promote better understanding and recognition of tourism as an engine for economic growth and prosperity in the region. Priority Area 2: Ensure sustainable and inclusive growth in the travel and tourism sector, by encouraging socially, culturally and responsible tourism.

TILF/ASF Justification

 

Beneficiaries and Outputs

Outputs: The project will commence with the quantification and mapping of expenditures received by local communities and MSMEs. This will see major output in knowledge creation. Research findings will be documented and will include an analytical report of the findings. This will aide in improved policy decision making abilities relating to cruise tourism in economies. 

The project will include up to 5 economies in this research and these will be from the cosponsors who make up a variety economies. The project will create the output of tools for cruise tourism sector in relation to local communities and MSME’s The research will be undertaken through qualitative and quantitative methodologies.   part of the study will also focus on the socio-economic benefits of involvement of women in the sector. There will be set of collated case studies on MSMEs and Sustainable Communities engaging in cruise tourism activities that generate economic livelihoods. These case studies will show successful stories, innovative practices, lessons learnt in cruise tourism. Economies can utilize these case studies to gather insight and learn from shared experiences, then for economies to consider applying elements or using learning lessons to embark on sustainable and inclusive cruise tourism related strategies.

The research is also is proposing developing questionnaires that ascertain and analyze the economic impact from cruise ships visiting selected co-sponsoring economies. There will also be content in the questionnaire pertaining to impact to women. These questionnaires will be focused specifically on MSME’s and Communities and will include variables such as receipts, income, types of activities by communities and MSME’s and local communities, shore excursions options, costs benefit analysis, type of cruise ship and market segments.

A key output is (the) workshop. The Workshop purpose is to provide preliminary findings of the research carried out as part of this project to ascertain and analyse the economic impact from cruise ships visiting selected co-sponsoring economies into MSMEs. It is envisioned that the agenda will focus on presenting preliminary qualitative and quantitative data captured as well as case studies. There may be experts in cruise industry specifically in shore excursions or community product development experiences who may be invited to speak at this workshop. Participants from all economies will be invited to participate and share their experiences as well.

Additionally the project will see a Final Report developed. The generation of this publication will convey the conclusions of the economic impact study. Having a tool such as this will enable policy decision makers to support utilizing cruise tourism for targeted approaches to foster MSE growth in the creation of sustainable communities. 

A post workshop evaluation will also be included. This is important to understand and give important insight into the key elements that of the workshop. Another major output will see the collaboration of networking opportunities that will come from shared cruise cases across economies in fostering MSME growth and creating sustainable communities. This project will also enable additionally dialogue between policy makers and communities on shared interest, which is the utilizing of MSMEs in cruise tourism to enable economic growth. 

In Summary the outputs are as follows:

·  Compilation of Case Studies

·  Developing Questionnaires

·  Final Report

·  Preliminary Findings Workshop

·  Post Workshop Evaluation

Outcomes: The project implementation will have positive medium-term outcomes. Focusing mostly on fostering of MSME growth contributing to tourism development on the one hand, and ensuring making positive impact on political, economic, social and infrastructure development in the creation of sustainable communities.

Through the completion of this project, economic data on local community MSMEs in the cruise sector will be collated. This will enable consideration by APEC economies and other stakeholders. The research may influence the way in which cruise tourism is planned in economies. It may impact policy formulation and implementation of engagement of communities, allocating resources and approaches to cruise sectors in economies.

A key outcome of the workshop will be capacity building and policy insight for the participants. They will be able to obtain knowledge into cruise sector to better enable them to participate effectively in the cruise sector. Additionally, they will be able to utilize the preliminary findings of the research to look into policy alignment. Participants will be expected to participate fully in the workshop as well as in post workshop follow ups with regards to their work in promoting MSMEs and sustainable communities in tourism.

This project will be crucial for economies which are maritime APEC economies that are focused on cruise tourism as part of their product offerings as it may look into community based tourism, sustainable tourism and economic inclusivity as it related to MSMEs.

The sharing of collation of case studies and revised strategies will see tourism authorities responsible for tourism development may better improve their knowledge and skills about cruise tourism and role of local communities and MSME’s. It will contribute increase human and natural resource efficiency in the cruise sector.

Beneficiaries: This project’s findings will benefit both the private sector (cruise-tourism operators) and public sector (policy makers). The public sector policy makers may include Tourism, Maritime, Transport and SME-Entrepreneurial government ministries, departments and agencies. Findings will also be made available to tourism and SME development officers, local communities including woman and youth leaders within the industry and academic’s and think tanks across all APEC economies. A part of the study will also focus on the socio-economic benefits of involvement of women in the sector. Ultimately, local communities and MSMEs will greatly benefit from better understanding of the economic impact of cruise tourism in their communities and its sustainability.

Public sector as direct beneficiaries – government officers of tourism authorities in economies will be a key beneficiary of the findings of this project as it will enable them to have research to foster MSME growth whilst allowing the community to fully benefit from cruise tourism activities. Targeted government officers apart from tourism authorities are maritime, oceans, SME and MSMEs government officials. 

Local communities as indirect beneficiaries – the information collated from the findings is vital to local communities as it will highlight the economic value of cruise tourism MSME services and products by cruise passengers. Within communities, the target and beneficiaries will also be women and youth leaders.

Private Sector as indirect beneficiaries – the project’s findings will be of great benefit to the private sector, specifically MSMEs in the cruise sector. In addition other tour operating companies will have access to the findings to perhaps look into value chains in the cruise tourism sector between the tourist and the community.

Academia as indirect beneficiaries – academia and think tanks will benefit from this project by research and collated cases to evaluate the impact of cruise tourism in fostering MSME growth in local communities in APEC economies, specifically developing economies. The extent of service delivery and how this elevates indigenous/local peoples in rural areas can also be evaluated. National Research Institutes, National Universities, Universities and research institutes around the APEC region host APEC Study Centers (ASCs) and Academia with specific tourism and public policy schools/programs will benefit immensely from the findings of this project.

Other APEC Fora as indirect beneficiaries - representatives of APEC working groups; ABAC, SMEWG, OFG and TPTWG through its Maritime Expert Group will benefit from shared research as this project has alignment to some of their fora’s.

Dissemination

All the workshop materials will be disseminated among APEC economies. All publications and reports disseminated from the project will not be for sale. The project will also utilize electronic circulation of all materials produced from project in order to be environmentally friendly and cost efficient. Additionally this method enables objectives and outputs of this project to reach a wider audience.

Website – The publication will be available electronically from the Papua New Guinea Tourism Promotion Authority official website for public consumption and the link will be made available to TWG. We will also seek to have the publication available on the APEC Secretariat website and TWG portal. 

Social Media – Links to the Papua New Guinea website to the project publication will also be linked to the Papua New Guinea Tourism Promotion Authority facebook and twitter pages to encourage access and use by those with an interest in cruise tourism. Project overseers will invite other stakeholders to share this link on their social media pages to reach a wider audience. 

Publication – will be available electronically on the Papua New Guinea Tourism Promotion Authority website. The APEC Secretariat website and shared on social media through the Papua New Guinea Tourism Promotion Authority facebook and twitter pages.

Our target audience for all workshop/project materials produced will be the volunteering case study economies, TWG embers first and foremost, tourism industry stakeholders in the APEC region, other relevant sector government officials, academia, and the general public with specific cruise tourism interest. 

PO notes (that Output (Publications, social media and website will) comply with all APEC Publications, IP, Logo, Social Media and Website Guidelines.

Gender

The research on economic impact of cruise tourism: fostering MSME growth and sustainable communities will call for volunteering economy case studies for sharing from APEC economies. Efforts will be made to ensure economies share at least one case involving women MSMEs in local communities involved in cruise tourism activities. 

Through the sharing of these cases/experiences we hope to identify and overcome barriers to women’s participation as well.

There will be greater potential for more gender inclusion in this project. There will be content in the questionnaire focused on female perspective and impact to women. A session in the workshop will speak to women’s issues and women’s perspective, and also include engaging a female expert speaker. Also through actively engaging and setting a target number for female participation rate as speaker and/or research participants. 

We also hope to identify opportunities to actively involve women within developing APEC economies to ultimately expand their MSME economic opportunities in cruise tourism. Tourism activities in rural areas usually are one of few forms of formal sector employment that offer communities an alternative to unemployment or migration to urban areas. Therefore, it is vital to discuss cases to formulate a sustainable way forward for community based initiatives and better livelihood, particularly for women.

Work Plan

Time

Tasks

Deliverables

July - October 2017

Project plan, timeline and funding confirmed

Concept note co-sponsors sought and endorsed by TWG and approved in-principal by BMC.

Project proposal developed by project overseer.

November 2017

Project plan, timeline and funding confirmed

Project proposal development by project overseer & APEC Secretariat

December 2017 – February 2018

Consultant identified and engaged

Tender will be open to consultants with close assistance from the APEC Secretariat and co-sponsors.

Consultant will be engaged, contract to be signed between consultant and APEC Secretariat.

March February 2018

Scoping and research: case study collation

Call for volunteer economies case studies, limited to a maximum of five (5) with preference to co-sponsoring economies.

March – August 2018

Scoping and research: data collation

Consultant to research and collect baseline data through various quantitative and qualitative methodologies including but not limited to desktop analysis, focus groups, questionnaires.

Develop questionnaires

Questionnaires may be will be sent out to all TWG member economies to provide appropriate information on cruise tourism activities and MSMEs in their respective economies; this questionnaire will be constructed in close collaboration with PO and will be vetted by co-sponsors prior to its circulation.

July-August 2018

Preparation for Workshop

Nomination of participants, Identification of Experts, Drafting & confirmation of Agenda

September 2018 – scoping and research

Workshop on preliminary findings

Provide preliminary analysis from all case study and data collationthrough a report to project overseer and co-sponsors.

A workshop to be hosted on the preliminary findings of this project* Presentation of initial desktop research

Presentation of framework/summary of case studies

Presentation of questionnaire survey results

October 2018

Policy and recommendations collated and report circulated

Post Workshop evaluation presented to project overseer and co-sponsors

Report compiled from the research that conveys conclusion of economic study on impact of cruise tourism in local communities and MSMEs

November 2018

Final report

Final project report by consultant will be presented to the project overseer and co-sponsors.

December 2018

Monitoring and evaluation

Monitoring and evaluation conducted by project overseer.

Risks

The projects risks are generally low and grouped as per below:

Engagement of volunteer economies – there is a risk that the  engagement of volunteer economies may take longer than planned, as proven in other projects.

This can be prevented through pre-planning and scheduling of regular contact with volunteer economies focal points as well as preparing deadlines with extra leeways.

Delays in project – there is a risk that there could be risks with contracting and efficient project start as well as timely reporting in the project.

This can be prevented by preparing well-timed and punctual contract documentation; ensuring strict internal deadlines and early contractor engagement.

Low interest due to lack of information  – there is a risk that this particular focus on MSMEs and local communities in the niche sector of tourism could see limited information on this focus.

This can be prevented by collaborating with other APEC fora’s such as SMEWG and TPTWG for information.

Difficulty in achieving policy change - there is a risk that any policy recommendations proposed and compiled from research will not be implemented by APEC economies.

This can be presented by early and robust engagement of both supportive and oppositional stakeholders as well as ensuring creation of tools/processes in the report that supporting policy change and includes follow up actions.

Monitoring and Evaluation

The indicators for monitoring the project’s success are: 

1)  Evaluation methods: research methodologies  -  a variety of methods to collect information will be included to show a monitor progress and impact. Methodologies including but not limited to desktop analysis, observation, focus groups, questionnaires. All these will be documented.

2) Evaluation methods: Gender – the research methodologies provided will incorporate gender equality. Preferably we would like to have 50% in research participation from women and men to promote gender equality.
In addition it will be recommended to volunteering case study economies to include 1 case womens participation in MSMEs in local communities.

3) Performance Indicators: Number of website hits – an indicator of project success the recorded number of website hits and downloads of materials. We ideally would like to get approximately 100 hits on the website in the first 6 months following the completion of the workshop and project.  We will utilize all our above mentioned dissemination methods to promote the materials available.

4) Performance Indicators: The number of economies that implement the recommendations – if 4 out of the 11 developing APEC economies implement at least one policy recommendation, this project will be deemed successful in the long term. This will be tracked through reporting by economies at TWG meetings.

Linkages

Cosponsors will be closely consulted with by the Project Overseer for ensuring compliance of their project within their expectations. During project implementation the project team will hold consultations with TWG Program Director for providing participation of all the interested parties. The project outputs will be presented to all the all project participants.

The project seeks to complement the “inclusive growth” agenda under APEC and will share lessons gained, to other work areas pursued under SMEWG, OFWG and TPTWG. In particular, this project advances work carried out under the SMEWG to find a pathway towards sustainable economic growth in the region, and; Mainstreaming Ocean-Related Issues on connecting economies through the ocean by enhancing marine and coastal tourism cooperation. Additionally under Maritime Experts Group which Japan is championing promoting cruise industry in APEC Region. Expertise from the World Tourism Organization and other relevant organizations will be drawn from prior work and/or studies such as; UNWTO study on Sustainable Tourism Development, which looked at niche markets opportunities such as cruise tourism bring to local communities in terms of improved access to economic benefits of tourism and skills development.

Sustainability

This project will continue to have long term impacts as it highlights a focal area of the TWG through its Tourism Strategic Plan – Inclusive Sustainable Tourism. 

The beneficiaries will be supported to carry forward the results and lessons learned through the dissemination of the research publication through various modes. This will enable a wider audience to be made aware of the work done. In addition, mentoring can occur through the sharing of case studies and lessons learnt.

Possible ways forward include;

1)  Develop an Action Plan to monitor the outcomes / output of the project through TWG – this action plan will consist of a uniform template for economies to record policy recommendations; alignment with domestic policies; and, implementation of respective recommendations suitable for the economy and beneficiaries. This action plan will allow for an efficient recording of the success of the project and encourage implementation and sustainability. Under monitoring and evaluation, the consultant will be tasked to develop a action plan template for participants, the PO and team will be the focal coordination team of the action plans.

2)  List of experts and their contacts to be made available for follow-up exchanges and requests for support – following the completion of the research report and project, contact details of experts engaged in the research will be circulated to all participants and APEC economies in order to continue work within the cruise tourism sphere. Contacts will also be available on the PNG Tourism Promotion Authority website that will host all material from the project.

3) Potential follow-up projects on fostering MSME growth and creating sustainable communities through cruise tourism strategies (consider APEC funding and / or self-funding options).

Project Overseers

Alcinda Trawen will be project overseer and manage the project. She is Director Policy and Planning at the PNG Tourism Promotion Authority (PNGTPA) and represents PNG at the APEC TWG. She has worked with the PNGTPA for eleven (11) years and holds undergraduate and postgraduate degrees in tourism as well as postgraduate degree in planning. 

The other main contact responsible for this project is Ms Ingrid Kuman. She is Coordinator Policy and Planning at PNGTPA and has worked with the organization for five (5 years).

Cost Efficiency

Not Applicable.

Drawdown Timetable

Not Applicable.

Direct Labour

Not Applicable.

Waivers

A waiver is sought for advance payment for project executors to cover the expenses of the initial stages of the project implementation.

A waiver is sought for advance payment:

1) for the speakers’ travel expenses;

2) for the eligible economies participants’ travel expenses;

3) for government officials from travel eligible economies to cover their travel expenses; and

4) for the contractor travel expenses.

All funded participants and most of the speakers are representatives of travel eligible economies and have no possibility to travel without the advanced payment.

Are there any supporting document attached?

No 
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Project No.

Project Title

Project Status

Publication (if any)

Fund Account

Sub-fund

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?

hdFldAdmin

Project Number

Previous Fora

Secretariat Comments

Reprogramming Notes

Consolidated QAF

Endorsement By Fora

PD Sign Off

Batch

Forum Priority

Committee Ranking Category

Committee Priority

PDM Priority

Priority Within Funding Category

Monitoring Report Received

Completion Report Received

PMU Field 1

PMU Field 2

PMU Field 3

On Behalf Of

Proposal Status

Originating Sub-Forum

Approval Status
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