“GREEN MOUNTAIN” A Sustainable Development Model for Green Mountain Areas: Working Group 1 Identification of economic sustainable products and activities FINAL REPORT Index Identification Sheet .................................................................................................................... 4 1. Introduction........................................................................................................................ 6 1.1. WG3 Approach ............................................................................................................ 6 1.1.1. 2. Concept and activities .......................................................................................... 6 Identification and analyses of the participating regions.................................................... 7 2.1. Structural Data Analysis............................................................................................... 8 2.1.1. Socio-demography in GM partner regions........................................................... 9 2.1.2. Economy in GM partner regions .......................................................................... 9 2.1.3. Environment in GM partner regions .................................................................. 10 2.2. Participative analyses / Results of half standardised interviews .............................. 10 2.3. Identification of strengths and weaknesses, opportunities and threats in the participating SEE Green Mountain regions (SWOT) ............................................................. 11 2.3.1. 2.4. 3. Example for a SWOT analysis ............................................................................. 11 Characterisation and classification of SEE partner regions ....................................... 13 Identification and analyses of Mountain products and activities.................................... 14 3.1. The Mountain character ............................................................................................ 14 3.2. Instruments, strategies and methods to support competitiveness, visibility and territorial identity of economic activities in mountain regions ........................................... 15 3.2.1. Identification of regional products and activities .............................................. 16 3.2.2. potential customers and their demands ............................................................ 17 3.2.3. promotion of mountain products/activities to retailers and customers ........... 19 3.2.4. possible synergies in order to produce, process, distribute or label regional mountain products ........................................................................................................... 21 4. Identification and analyses of ECONOMIC activities IN THE PARTNER REGIONS ............ 23 4.1. Austria........................................................................................................................ 25 4.1.1. Structural Analysis .............................................................................................. 25 4.1.2. SWOT-Analysis.................................................................................................... 26 4.1.3. Interviews ........................................................................................................... 27 4.1.4. already started exemplary local initiatives ........................................................ 31 4.1.5. Possible Green Mountain projects ..................................................................... 33 4.2. Bosnia-Hercegovina ................................................................................................... 36 4.2.1. Structural Analysis .............................................................................................. 36 4.2.2. SWOT-Analysis.................................................................................................... 36 4.2.3. Interviews ........................................................................................................... 38 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 1 4.2.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES .......................................... 39 4.2.5. POSSIBLE GREEN MOUNTAIN PROJECTS............................................................ 39 4.3. Bulgaria ...................................................................................................................... 39 4.3.1. Structural Analysis .............................................................................................. 39 4.3.2. SWOT-Analysis.................................................................................................... 40 4.3.3. Interviews ........................................................................................................... 42 4.3.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES .......................................... 43 4.3.5. Possible Green mountain projects ..................................................................... 43 4.4. Greece........................................................................................................................ 51 4.4.1. Structural Analysis .............................................................................................. 51 4.4.2. SWOT-Analysis.................................................................................................... 52 4.4.3. Interviews ........................................................................................................... 55 4.4.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES .......................................... 58 4.4.5. POSSIBLE GREEN MOUNTAIN PROJECTS............................................................ 61 4.5. Hungary ..................................................................................................................... 62 4.5.1. Structural Analysis .............................................................................................. 62 4.5.2. SWOT-Analysis.................................................................................................... 66 4.5.3. Interviews ........................................................................................................... 68 4.5.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES .......................................... 73 4.5.5. POSSIBLE GREEN MOUNTAIN PROJECTS............................................................ 84 4.6. Italy – Macerata ......................................................................................................... 97 4.6.1. Structural Analysis .............................................................................................. 97 4.6.2. SWOT-Analysis.................................................................................................... 99 4.6.3. Interviews ......................................................................................................... 102 4.6.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES ........................................ 108 4.6.5. POSSIBLE GREEN MOUNTAIN PROJECTS.......................................................... 119 4.7. Italy – Monti Sibillini National Park ......................................................................... 130 4.7.1. Structural Analysis ............................................................................................ 130 4.7.2. SWOT-Analysis.................................................................................................. 132 4.7.3. Interviews ......................................................................................................... 135 4.7.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES ........................................ 137 4.7.5. POSSIBLE GREEN MOUNTAIN PROJECTS.......................................................... 140 4.8. Montenegro ............................................................................................................. 145 4.8.1. Structural Analysis ............................................................................................ 145 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 2 4.8.2. SWOT-Analysis.................................................................................................. 147 4.8.3. Interviews ......................................................................................................... 149 4.8.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES ........................................ 149 4.8.5. POSSIBLE GREEN MOUNTAIN PROJECTS.......................................................... 149 4.9. 4.9.1. Structural Analysis ............................................................................................ 153 4.9.2. SWOT-Analysis.................................................................................................. 154 4.9.3. Interviews ......................................................................................................... 155 4.9.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES ........................................ 159 4.9.5. POSSIBLE GREEN MOUNTAIN PROJECTS.......................................................... 162 4.10. 5. Romania ................................................................................................................... 153 Slovakia ................................................................................................................ 176 4.10.1. Structural Analysis ........................................................................................ 176 4.10.2. SWOT-Analyis ............................................................................................... 177 4.10.3. Interviews ..................................................................................................... 178 4.10.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES .................................... 182 4.10.5. POSSIBLE GREEN MOUNTAIN PROJECTS ...................................................... 187 REFERENCES ................................................................................................................... 195 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 3 IDENTIFICATION SHEET Project acronym GREEN MOUNTAIN Project full title A SUSTAINABLE DEVELOPMENT MODEL FOR GREEN MOUNTAIN AREAS Work Package WP3 – Joint development of a Common Sustainable Development & Management Model Activity 3.1 – Working group 1 - Identification of economic sustainable activities and products Date of delivery 22.11.2012 Type Final Report Status & version (draft or final) Final version Responsible partner AREC Raumberg-Gumpenstein Author(s) Bernhard Krautzer (WG1 Leader, WP3 Leader) Silke Heinrich (Project Management) Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 4 Other Contributors Basarab Birladeanu – Calimani National Park (RO) Maragrit Marcela – Calimani National Park (RO) Ivo Tsarev – Industrial Association Smolyan (BG) László Hubert – Köszeg Micro-Region (HU) Alexandra Bartok – Köszeg Micro-Region (HU) Istvan Krizmanich – Köszeg Micro-Region (HU) Sasa Skrba – Ministry of Civil Engineering and Physical Planning HNC (BH) Oriana de Caro – Monti Sibillini National park (IT) Dijana Andjelic – Municipality of Plevlja (MN) Vera Madzgalij – Municipality of Plevlja (MN) Georgeta Seghedin – National Forest Administration Romsilva (RO) Paolo Pinciaroli – Province of Macerata (IT) Kalliopi Tesia – Region of Epirus (GR) Eleni Kalaboka – Region of Epirus (GR) Mairi Stergiou – Region of Epirus (GR) Momchil Karaivanov – Regional Administration Smolyan (BG) Radoslav Virgovic – Slovak Environmental Agency (SK) Robert Robenek – Slovak Environmental Agency (SK) Bettina Maurer – Sölktäler Nature Park (AT) Ferdinand Prenner – Sölktäler Nature Park (AT) Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 5 1. INTRODUCTION Mountains are an important source of vital ecosystem services and have a significant role in economic development, environmental protection, ecological sustainability and human wellbeing. Due to the particularities of mountain areas, the stimulation of economic activities is very difficult compared to lowland rural areas. Mountain products and services form the basis for many economic sectors – food, pharmaceuticals and cosmetics, agriculture, forestry and grassland production, hydropower generation, tourism, mining and others. Mountain grasslands and forests provide economic benefits to local people and global communities through medicinal plants, agricultural products, timber and minerals (ICIMOD 2011). While agriculture and forestry are often perceived as vital in local mountain economies and for cultural identity, employment in other sectors is generally higher (Horst 2009). All over Europe, successful examples of sustainable activities for the economic stimulation of mountain regions, which also foster the regional economy, can be studied, e.g. through the development of renewable energy production capacities, by the promotion of high-quality but low-yield agricultural production or through stimulation of responsible tourism and recreational and leisure activities. The recent financial crisis has hit mountain regions hard, reducing profits and increasing unemployment, which has added to the massive migration of labour. But there is still great potential for sustainable economic activities in the regions, and the specific regional features of the mountains, their cultural identities and heritage can find their place in a competitive world (Council of Europe 2010). 1.1. WG3 APPROACH The transnational thematic Working Group 1 (WG1) was established to identify economic sustainable activities and products able to conciliate growth with the valorisation, preservation and protection of the highly sensitive mountain areas. This should be reached through the identification and analysis of activities and products that are specifically adequate for the preservation, protection and valorisation of natural mountain territories and that can transform their territorial "mountain character" in a comparative advantage and added value, e.g. traditional handicraft production, agricultural activities, niche products, recreational activities, etc. This should also be extended to the identification and analysis of instruments and methods that can valorise these economic activities in order to support their competitiveness, visibility and territorial identity. 1.1.1. CONCEPT AND ACTIVITIES Relevant data and information about the regions concerned are a precondition to get an impression about their basic opportunities and limitations or to draw comparisons between neighbouring regions as well as between different SEE partner regions. Therefore, one main Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 6 activity was dedicated to the collection of basic data, with a special focus on information about the economic situation, for an analysis of strengths, weaknesses, opportunities and threats of the regions and in the broader sense for the identification and analyses of possible regional initiatives. To reach this goal, different information from the Existing Situation analyses (ESA) as well as additional information from all partner regions was collected and compiled. Another important aspect of mountain economy is the promotion of mountain food products and typical local handicraft. The opportunity for the development of mountain quality food products and handicraft lies within the great potential represented by the positive image in the mind of consumers (Euromontana, 2011). Locality, seasonality, small scale production, healthy environment and traditional production cause increasing interest in mountain products. What turns a product, what makes an activity typical for mountain regions? Having identified the good reasons, how to transfer their typical mountain character into comparative advantage or added value? What are the risks and weaknesses? Furthermore, can we identify methods and strategies to improve their implementation, e.g. through the development of special labelling strategies, training and education of local stakeholders, development of business skills of producers? Do we have recommendable existing examples from other regions? What could be realistic strategies and methods to realize above mentioned activities? Overlap with WG2 and WG3 however, should be avoided. Based on the big socio-economic differences between the participating regions, it was decided to follow a bottom up process, giving every partner the opportunity to develop his own ideas related to his local stage of development, awareness and potential. To reach this goal, every partner reported on initiatives that are already in realisation as well as possible future initiatives, taking all relevant information got from the European Good Practice Report as well as from direct information and support given by external experts during the meeting at AREC Raumberg-Gumpenstein. The collected and assessed proposals provide the group with basic information about possible regional initiatives. For future project work, they could act as sophisticated practical example (case study) for the implementation of the Common Model and will also be useful as proposal for pilot activities as required in Work Package 5. 2. IDENTIFICATION AND ANALYSES OF THE PARTICIPATING REGIONS Relevant data and information available for the mountain region is a precondition to draw comparisons with the data from neighbouring regions as well as other SEE partner regions. This part will be a collection of basic information for an analysis of strengths, weaknesses, Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 7 opportunities and threats of the individual regions and for the identification and analyses of regional initiatives. 2.1. STRUCTURAL DATA ANALYSIS In order to identify possible economic sustainable activities and products within a region it is essential to do a thorough analysis of the status quo. On the one hand it is necessary to get to know the potential and weaknesses of a region, and on the other hand the collected data form the basis for the alignment of any activities and their evaluation. The availability of data can sometimes be very poor in remote areas. Quantification of the level of economic development of mountain areas is only possible using indirect indicators such as employment structure and unemployment rates (Nordregio 2004). The aspects mentioned below have proved to be available also in remote regions in the past (Assamer Handler, 2012). The Green Mountain partner regions collected the following data: General socio-economic situation - Area concerned (km²), number of administrative units (communities) concerned - Gross domestic product (GDM)/per head - Population: Population development , age pyramid, population density per km² - Infrastructure: Overview road map - Import and Export in € - Business activities: number of registered businesses, sector relation in % - Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment Should be related to the average situation of the country Situation of agriculture and forestry - Agricultural households: Agricultural households per 1,000 inhabitants [units] - Farm Size in ha (average) - Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, area covered by buildings), - Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) - Trade of agricultural and forestry products/Import and export of agricultural products - Agricultural households with forestry in % - Machinery: Tractors (single and double axis) per 100 agricultural households [units] A lot of data (e.g. employment related to the three sectors, livestock units, import and export, etc.) has still not been available in all partner regions. Due to this reason it is not possible to do a proper comparison of the Green Mountain areas. Nevertheless the collected Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 8 data is relevant as a basis for knowledge of the current situation and essential for the implementation of the Common Model as well as the later evaluation of activities. The results of the structural analysis of the partner regions are collected under chapters 4.1 to 4.10. Evaluating the data from the Structural Data Analyses and the Existing Situation Analyses (ESA), some important aspects in the participating regions can be identified: 2.1.1. SOCIO-DEMOGRAPHY IN GM PARTNER REGIONS All Eastern and Central European countries for which the population data are available are experiencing demographic decline (Nordregio 2004). High age of population (low percentage of productive population), emigration of young and skilled people, high unemployment rate – poverty, low rate of skilled persons, bad infrastructure (accessibility mainly by roads, often bad), also bad infrastructure regarding water and power supply, wastewater treatment, dump-sites, etc., environmental pollution, e.g. along roads, illegal dump-sites, public awareness and sense of unity and responsibility is bad, communication and cooperation among and on all levels must be improved, difficult administration due to high fragmentation (communities, protected areas, region, etc.), unplanned/illegal constructions, buildings, etc., hazards: landslides, erosion, fire, windbreak, floods, partly under-utilization of natural and environmental resources, but most mountain areas doe have an interesting history and/or culture. 2.1.2. ECONOMY IN GM PARTNER REGIONS The economies of Europe’s mountain areas are highly diverse at all spatial scales. While agriculture and forestry are often perceived as vital in local economies and for cultural identity, employment in other sectors seems to be generally higher. Agriculture: dominated by livestock (cattle and sheep), meadows and pastures (up to alpine altitude), partly vegetable, fruit, wine, fish farming). The main problems are a decrease of managed farms, abandonment of land, loss of traditional cultivation, a missing or not reachable market (logistic situation, low purchasing power of residents) and low prices for products, bad economic situation, lack of regional products and knowledge about it, partly over-exploitation (overgrazing, other places natural forestation due to under-utilization), badly connected to tourism. Tourism: (winter, summer – hiking, riding, etc. – health, ecotourism (wolf and bear watching), (photo) hunting, etc.), main problems are partly (uncontrolled) mass tourism, bad coordination/organisation, bad connection to agriculture and regional products Forestry and wood processing: in some regions of economic importance, main problems are partly deforestation and partly over-exploitation Other regional products: ores and coal, marble, quarries, mineral water, electricity, etc. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 9 2.1.3. ENVIRONMENT IN GM PARTNER REGIONS Mountain areas in partner regions have a very high bio-diversity (flora, fauna) and geologically interesting aspects, lots of springs and rivers, they are a refuge for rare species (e.g. wolf, bear, golden eagle) what bears a potential conflict with some economic activities. As main problems identified were the danger of fire, poaching, over-exploitation, disturbance due to mass tourism, loss of biodiversity due to cultivation abandonment, disturbance/environmental problems due to badly planned/unplanned constructions (dumpsites, roads, wastewater, water usage), the appearance of invasive species, a fragile balance with economic activities and different kinds of administration for National Parks, diverse protected areas, communities, regions, etc. what sometimes causes a fragmented and bad management and coordination 2.2. PARTICIPATIVE ANALYSES / RESULTS OF HALF STANDARDISED INTERVIEWS One focus of the analysis of a mountainous region is getting in contact with important regional players and investigating their position in the region as well as their view on the current situation and on the future development. The position and views of the regional players leads to a more complete picture regarding the options of rural development in the specific mountainous area and to get comparable results to other regions. The list with the persons who are getting interviewed should include the following, depending on the particular structure of administration: • Political representatives, as mayors (in countries like Austria with small communities; in South Eastern countries with their larger municipalities the contact person will rather be a representative of the administration of the municipality as mentioned next point) • Representatives of the administration (municipality/region/ministry) for the fields agriculture and forestry, environment and nature conversation, land use planning, tourism; administration of National Parks • Representatives of existing structures of support and financing: regional development agencies, Leader-manager, EU-representatives, representatives of donor-organizations etc. • Representatives of associations (if they are given: farmers` association, association for tourism, business associations, associations for nature conversation etc.) • Representatives of important companies (tourism and others) • Individuals important for local development The interviews of single partner regions are collected in the chapters 4.1 to 4.10. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 10 IDENTIFICATION OF STRENGTHS AND WEAKNESSES, OPPORTUNITIES AND THREATS IN THE PARTICIPATING SEE GREEN MOUNTAIN REGIONS (SWOT) 2.3. 2.3.1. EXAMPLE FOR A SWOT ANALYSIS Based on certain knowledge of the present situation and trends, the factors of the internal situation (existing strengths and weaknesses) and factors of the external environment (future opportunities and existing threats) will be described for each participating region.The aim is the phrasing of a vision for regional development, a tentative goal and a strategy. Table 1: The internal and external components Strengths Weaknesses Internal components Opportunities Threats External components Table 2: Exemplary SWOT analyses Strengths Sub categories Agriculture Wide agricultural product range Tourism The natural park is situated in a well known touristic region The topics of bike, vine and culinary delights already play an important role High guest frequency in one part of the natural park Interesting, small natural tourism offers (“Power”-trail, Trekking with donkeys…) and cultural offers (villages, ruins,..) Management Many people’s interest to contribute to the development of the natural park Weaknesses Agriculture No processing products: fundamental coordination and marketing is missing christmas tree plantations disturb the landscape If it would not be a matter of Nature Parks, the Christmas trees would not be a weakness Tourism 1 No well-directed mutual appearance, no USP for the nature park No active visitor service Missing processing information and marketing material Management No management Missing popularity of the natural park inwards and outwards Opportunities Threats Tourism supraregional planned trails will increase the number of guests and will make the region appealing to new target groups Tourism planned amendments of the EU-funding could prevent the creation of new touristic offers 1 USP = Unique Selling Proposition Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 11 It is also possible to develop some strategies right from the SWOT analysis, as shown in Table 3. Table 3: From SWOT to strategies Strengths: - Well-developed infrastructure and accessibility (S1) - Attractive and valuable landscape (S2) - High number of organic farms (S3) Weaknesses - High unemployment rate (W1) - emigration of young people due to job situation (W2) - "old" quarrels, e.g. administration and citizens Opportunities - innovative new media (O1) - increasing interest in eco-tourism (O2) - increasing interest in organic food (O3) Strengths-opportunities strategies - Optimization of the production and distribution of organic products (S3-O3) - Supporting the development of organic farm holiday offers (S1, S3-O2, O3) Weaknessesopportunities-strategies - supporting the development of new media service jobs (W2-O1) Threats - lack of interdisciplinary cooperation (T1) - abandonment of mountain regions (T2) - Inadequate/inappropriate legal regulation (T3) Strengths-threats-strategies - Development of cross-sector cooperation tourismagriculture- nature protection (S2, S3-T1) Weaknesses-threats-strategies - development of a new “regional development” institution with skilled local people (W1, W3-T3) Individual strengths and weaknesses are combined with opportunities and threats and strategies are elaborated to deal with these summarised aspects. The single SWOT analyses of all partners are included in the chapters 4.1 to 4.10. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 12 2.4. CHARACTERISATION AND CLASSIFICATION OF SEE PARTNER REGIONS Due to the fact that the analytic activities in the different regions were slightly varying in their perception and identification of problems and opportunities, it turned out to be quite impossible to do a proper classification or even to develop common strategies based on the collected and summarized data. Nevertheless the elaborated analyses are important fundamental work for the further sustainable development activities of the partner regions. However, compiling the delivered data it was possible to compile an exemplary SWOTAnalysis from the Green Mountain partners, focusing on the most common aspects of the regions concerned. Table 4: Exemplary SWOT-Analysis with strategy-examples based on some of the aspects, listed in the SWOTAnalyses of the Green Mountain partners Opportunities 1. increasing interest in (eco-) tourism (O1) 2. diversification of economic products (O2) SWOT-Analyses and Strategies Threats 1. bureaucratic structures (T1) 2. lack of competitiveness (T2) 3. increasing interest in local/traditional products (O3) 3. economic crisis (T3) 4. increasing awareness of the importance of communication and cooperation (O4) 4. climate change (T4) 5. emigration (T5) 5. pollution and exploitation (O5) 6. abandonment of arable land (T6) Strengths SO-Strategies ST-Strategies 1. high natural and environmental quality (S1) 1. development of environmental-friendly tourism (S1,2-O1,5) 1. sustainable economic use of natural and cultural mountain heritage, e.g. environmental-friendly tourism and local production of specialties (S1,2-T3,5,6) 2. high traditional and cultural heritage (S2) 3. potential to further develop tourism. (S3) 4. potential to further develop local products (S4) 2. creating a common label for sustainable South-East European GreenMountain products and activities (S3, 4-O1,3-T2) Weaknesses WO-Strategies WT-Strategies 1. lack of cooperation and communication (W1) 1. using synergies by cooperation between tourism and local products/services (W1-O1,3,4) 1. new arrangement/ establishment of responsible authorities for sustainable development with improved communication (W1-T1) 2. lack of awareness and skills of population (W2) 2. possibilities to further educate and raise awareness, considering the local needs and possibilities (e.g. use of new media for online-job training, etc.) (W2-O2-T3) 3. deficits in infrastructure (W3) 3. further development of production, processing, 3. any activities like e.g. infrastructure improvement should be carried out by Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 13 4. deficits in promoting and producing regional products (W4) promotion and distribution of local goods (W4,5-O2,3) local businesses (W3,5-O3,5) 5. high unemployment (W5) 3. IDENTIFICATION AND ANALYSES OF MOUNTAIN PRODUCTS AND ACTIVITIES 3.1. THE MOUNTAIN CHARACTER In every mountain region, there is broad potential for high-quality high-value products and activities to increase the incomes and improve the livelihoods of mountain inhabitants – and to be a motor for local sustainable development of mountain communities. Certain niche products offer comparative advantages and added value for economic development in mountain areas. In addition to the revitalisation of traditional activities and handicrafts, speciality products ranging from farm products, such as fruits, vegetables, off-season products, cheeses and wool, to non-wood forest products, such as medicinal plants, herbs and native spices (FAO 2011) can develop to high quality mountain products. The EuroMARC project for example has shown the great potential represented by the positive image of mountain products in the mind of consumers (Euromontana 2008). Depending on the specific context, consumers emphasise the positive aspects of those products like environmentally friendly processing, the local cultural identity, the special quality due to the healthy environment, the traditional procuction on small scale, saisonality and no direct comparability to industrial processing. However, this also bears some problems or risks. Traditional products like lard can be considered as unhealthy. Or expensive investments could be necessary, e.g. to meet necessary hygiene standards. Some times, the necessary availability of regional raw materials or infrastructure do not meet the demand. But if the complete processing or production does not take place in the region concerned, the product can loose its mountain character. A risk can also arise, if the production and the size of market do not have a corresponding growth. In any case, negative effects on the maintenance of the natural resources or the cultural heritage have to be avoided. A very interesting approach in this context is the “European charter for mountain quality products” launched by Euromontana (2005). It's a European policy charter which translates the intention of its signatories to characterise, protect and promote mountain quality food products and thus to contribute to the sustainable development of the economies and territories of Europe's mountain regions. Currently, the Charter counts 69 signatories from 12 countries, from governments (France, Norway, Romania) to local cooperatives. Keeping to these guidelines helps to secure quality as well as authenticity of mountain products, and should not only be limited to food products. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 14 Box 1: European charter for mountain quality products (Euromontana 2005) The signatories of the present charter undertake to respect, defend and promote the following five principles in their own actions: 1- Mountain products are manufactured using primary materials produced exclusively in a mountain area, as defined by the Member States and validated where necessary by the European Commission (e.g. mountain areas identified by the Member States within the framework of Regulation EC 1257/99 or mountain areas to be identified by the Member States for the post-2006 European regional policy), with the exception of primary materials which, for natural reasons, cannot technically be produced in mountain areas. Animal production in mountain areas must always demonstrate a link with the mountain territory. 2- All stages in the processing of products are to take place in a mountain area, as defined by the Member States and validated where necessary by the European Commission (e.g. mountain areas identified by Member States within the framework of the regulation CE 1257/99 or mountain areas to be identified by Member States for regional European policy post-2006). 3- Enterprises and farms which process primary agricultural resources in order to manufacture mountain products must be adapted to their geographical environment. They must take into account the concerns connected to sustainable development. The production methods used respect the environment and in particular the water quality present in the territory in question and integrate erosion risks. 4- The production and processing structures for mountain food products must encourage in their activity the maintenance of biological, genetic and cultural heritage of mountain areas, the development of the local knowledge-base of mountain areas and the management of rural areas and landscapes. 5- Enterprises and farms which produce and/or process primary agricultural materials for mountain products must be able to ensure tracability to provide transparent provision of all information relative to the product’s manufacturing conditions (production/processing). In this way, they must satisfy the legitimate expectations of consumers to be given any information that will allow them to appreciate the mountain characteristics of the products and the values (transmitted in a positive way) of mountain farming. 3.2. INSTRUMENTS, STRATEGIES AND METHODS TO SUPPORT COMPETITIVENESS, VISIBILITY AND TERRITORIAL IDENTITY OF ECONOMIC ACTIVITIES IN MOUNTAIN REGIONS In order to identify and start sustainable activities within mountainous regions, some important aspects need to be considered. Based on analysis of specific literature (from issuerelated EU-projects like Euromontana, Mountain trip, etc.) and the Good Practice Report, which was carried out during the Green Mountain project by Heinrich et al. (2011), the following questions were identified as very important steps towards a successful strategy for mountain products and activities: Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 15 3. What sustainable products or activities can be identified/developed within a region? 4. Who are the potential customers and what are their demands? 5. What makes the mountain products/activities unique and how can these attributes be promoted to retailers and customers? 6. Are there any possible synergies in order to produce, process, distribute or label regional mountain products? 3.2.1. IDENTIFICATION OF REGIONAL PRODUCTS AND ACTIVITIES In order to create or identify authentic regional products a thorough analysis and survey of traditional and current crops, livestock and products (e.g. fruit tree species, grain, cattle/sheep breeds, cheeses etc.), possible touristic activities as well as the consideration of regional history is of utmost importance. As soon as some interesting things, which are capable of development, are recognised, the sustainability and economic efficiency of their future production, processing and distribution must be analysed. Limiting aspects and arising “bottlenecks” must always be considered: e.g. if the cultivation of old grain varieties is planned it needs to be secured that there are enough suitable cultivation fields (depending on climate, soil, exposition, ownership, etc.) and also necessary machinery available to ensure production on an economic level. Another very important consideration is the infrastructural and logistic situation. For production and processing of some goods resources like electricity and additional material are often necessary. Their supply needs to be secured in order to enable a stabile production chain, which can sometimes be problematic in remote areas. If local material is available this should always be the first choice (to support local added value), before goods from outside the region will get into use. Also the transport of the produced goods to retailers and consumers may be difficult and needs to be thoroughly planned. Cooperation with other local producers or suppliers can help to share costs and to use synergies (see also Chapter 3.2.4.). Renewable energy activities are both economically interesting and an important step into a sustainable and environmental-friendly future. Biogas plants, wind and water power (if environmental-friendly constructed), the sustainable production of wood chips and the use of solar energy can not only cover the local need of power, but may also enable to export energy or base material for energy production. Examples: Biosphere Reserve Great Walser Valley: The region is very active in the field of renewable energies and energy-saving activities. They were awarded with the European Energy Award®Silver. Important steps to their success and further activities to improve their state of energy use and production are e.g. offering consultation in energy matters, improving the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 16 insulation of buildings and already existent solar panels, feasibility studies of woodchip distribution and the creation of a biogas plant. Energy-saving championships were held and a quite new activity is to offer car-sharing with an already existent electric car. Bread-grain-Project Tyrol: local varieties of bread grain were identified (with help from Tyrolean gene bank and local farmers´ knowledge), cultivated and their qualities in regard to baking processes, germination capacity etc. were tested. Due to the results, some grain sorts were chosen for the production of regional organic bread by a local bakery (Heinrich, 2011). The Steinbach Way: During the general SWOT analysis of the community Steinbach a.d. Steyr it got obvious that there was a big amount and variety of fruit trees existent. A lot of different sorts were identified and due to synergy effects a cooperative was established to successfully produce and sell regional fruit juice and dried fruit (Heinrich, 2011). National Landscape Het Groene Woud: An old spelt variety is cultivated, bread and beer are produced out of this grain and are offered in local shops (Heinrich, 2011). 3.2.2. POTENTIAL CUSTOMERS AND THEIR DEMANDS Products can only be sold if there is an existing demand for them. Therefore it is very important to think about retailers and consumers, their expectations and demands in order to be able to answer them with the planned mountain products. During the EuroMARCProject (http://www.euromontana.org/en/projets/euromarc.html) a thorough analysis was carried out to understand retailers and consumers of quality mountain food products. Retailers play an important role for the distribution of mountain products, if the products are not directly sold to consumers by the respective producers or processors themselves (mountain.TRIP 2012b). Independent retailers are often directly supplied by producers and therefore are suitable distributors. According to mountain.TRIP (2012b), which summarised the results of the EuroMARC-project in guidelines-brochures, even some supermarkets may have the possibility to sell local products and can thus be involved in the sales of local mountain products, especially in the food sector. Selling mountain food products gives retailers the chance to open new customer segments (e.g. by offering more organic and/or local food). The most important customers of mountain products are the consumers which will in the end buy the mountain products or take part in mountainous touristic activities like hiking, biking or climbing. In regard to mountain food products, mountain.TRIP (2012b) has identified the following expectations of consumers: - Standards of hygiene - Linked to cultural identity of local communities - Produced from raw mountain materials - Connected to specific cultural areas - Supporting local employment - Produced using traditional methods Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 17 All mountain products should orientate and keep to these expectations in order to be attractive for the consumers and to create and maintain a high level of quality and authenticity. Additionally, the production techniques and touristic activities need to be sustainable and environmental-friendly. Mountain products have a big touristic potential, so a cooperation of producers/processors and the tourism sector is highly advisable (mountain.TRIP 2012a). Promotion of mountain products helps to promote the region and vice versa. People may be attracted to visit areas where products they consume are produced, and tourists are often interested to bring home some souvenirs for themselves or their friends and thus advertising their holiday region. In order to support the identification and recognition of mountain products in the future, naming and labelling them clearly is very important (see also Chapter 3.2.3.). Often tourists are also the main consumers of sustainable mountain activities like hiking, biking, canoeing, riding, etc. It is important to spread information regarding the local offers of activities at neuralgic touristic spots like tourist information centres, guest houses, hotels and restaurants, but also in the internet, which is an often-used source for planning holidays. mountain.TRIP (2012a) proposes some examples of possible cooperation between mountain products and the tourism sector: - Educational activities and farm visits for children - Offering food product samples for tasting (on-farm, shops, markets, etc.) - Cooperation with local restaurants and guest houses in the form of supplying them with food products or getting the possibility to promote and/or sell any products there (also handicraft or other goods) - Using local events and specialised fairs as marketing and sales possibilities - Organising own events in cooperation with other producers (also from other regions in order to maximize the number of addressed persons) and additionally exchanging experiences with other producers - Create thematic trails with other local actors (like producers, restaurants, ski-slope managers, etc.) for your products - Innovative ideas like creating a traditional cook book or something similar Examples: Biosphere Reserve Great Walser Valley: In this region there are different offers for guided hiking tours in the mountains with gastronomic breaks in order to enjoy local products (http://www.walsertal.at/Tourismus/Essen%20und%20Trinken/Sommerkulinarium). The possibility to visit sustainably and/or organically producing farms is given by the offer of respective excursions. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 18 The Steinbach Way: The Steinbacher Advent (Christmas Market) is used to promote different products. Amng others, local handicraft products and culinary specialties are offered to visitors during this event (http://www.steyr.info/en/culture/christmas-city/christmasmarkets-and-exhibitions/steinbacher-advent.html). Styrian Spring: Since several years, the Styrian Tourism Association presents Styria, it´s products and it´s culture in Austria´s capital Vienna during a 3-4 day event. A lot of Viennese restaurants cooperate by offering Styrian culinary specialties. Furthermore, market stalls are erected in front of the City Hall, providing local products and information regarding holiday possibilities. Additionally traditional music is played (http://www.steiermarkdorf.at/de, German). 3.2.3. PROMOTION OF MOUNTAIN PRODUCTS/ACTIVITIES TO RETAILERS AND CUSTOMERS Mountain regions usually have fascinating landscapes and natural features which strongly form and influence the “nostalgic” image of mountains: pure air and nature, springs and clean rivers, unique fauna and flora and a beautiful landscape. Due to this, mountain products are in the consumers minds´ often supposed to be pure, produced in a traditional way, with high quality and often it is assumed that they are produced in accordance to nature. According to the brochure “Guidelines for the development, promotion and communication of mountain foods”, which was one of the outputs of the research project EuroMARC (http://www.euromontana.org/images/stories/projets/EuroMARC/docs_NL_et_actes/guidel ines_euromarc_report_final_en_a4.pdf ), mountain food products, which form a big share of goods produced in mountain regions, should be produced in consideration of the following aspects to meet the expectations of the consumers: - The raw materials must have a mountainous origin - The processing of goods is to take place in mountain regions - The production is to be done under sustainable conditions - The production and processing structures must encourage and support the maintenance of biodiversity and cultural heritage - The producers must be able to provide traceability and transparency in regard to used materials and processing structures The EuroMARC-project also showed that it is important to identify real mountain products from products which only advertise by using mountain pictures and logos without any real connection to mountain areas (Brochure Guidelines). Important instruments to make mountain products easily identifiable and which could support promotion are labelling and branding. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 19 Labelling and branding do not exactly mean the same. According to Schleyerbach and v. Alvensleben (1998), labels are awarded to products by an initiating organisation, which is also responsible for the surveillance of all criteria related to the label. Labels usually indicate special quality factors like for example organic production or protected geographical indication and therefore have a strongly informative marketing approach. This helps customers to rate products within their surrounding sector. Controlling organisations could be public or also private (Siegrist et al., 2009). Due to the surveillance of criteria often fees need to be paid. Applying for and, if granted, using already known and well-established labels can help to find customers which already trust the acquired label and transfer this to the new product. International guidelines are existent for creating environmental labels and declarations (ISO 14020ff http://www.iso.org/iso/catalogue_detail?csnumber=34425), they contain principles and rules for developing certification systems and need to be considered if the creation of an environmental or sustainable label is planned. Branding of products is done in order to help the customers to identify goods and services of one seller or one group of sellers (definition of brand, http://www.markenlexikon.com/markendefinition1.html), differentiate them against the products of competitors (Schleyerbach and v. Alvensleben, 1998) and to highlight the uniqueness of the own product(s) (Friesenbichler,2008: http://www.rfu.at/download/Labels_fuer_Nachhaltiges_Investment_12-2008.pdf). Brands are used to induce positive emotions in the consumers´ minds by appropriate marketing strategies and therefore support the sales of the promoted products (Dietler, 2007: Trotz Label konkurrenzfähig? http://www.pluswert.ch/de/publikationen.php). Brands do often not have an external quality control system, producing according to promoted quality and image underlies the internal commitment of the business or brand group. Brands often have a more intensive and emotion-focused advertising strategies than labels, which are more informative and less emotional, this could be claimed responsible for the fact that brands are often better known and accepted than labels, even if the quality assurance of labelled products is more transparent and credible (Schleyerbach and v. Alvensleben, 1998). A possibility to combine both could be the establishment of a regional umbrella brand (one brand for different products of one region), and depending on the goods and production techniques maybe trying to acquire some labels, e.g. for organic production. If labelling or branding activities are foreseen it is of utmost importance to involve thematic expertise in order to find the “perfect” promotion support for the contemplable products and services. It is also advisable to visit groups or regions which already have established successful labelling or branding in order to learn from their experiences. A fitting advertising strategy (apart from labelling and branding) for mountain products and activities is essential and needs to be adapted to the targeted consumer groups. It is advisable to integrate advertising specialists in the planning and implementation of promotion activities. The arising costs could be shared if several producers are working Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 20 together (see Chapter 3.2.4.), but they usually are worth being invested, as proper advertising is an essential part for successful sales of products. Example: Dachmarke Südtirol: The local government of South Tyrolia created in cooperation with marketing experts an umbrella brand for regional products and businesses. The umbrella brand enables the further existence of individual brands, but it also gives all participating South-Tyrolean enterprises and products a common general thread. Among further possibilities it is possible to acquire a specific PGI label, quality labels for food products and also a location label for businesses. Potential licensees need to apply for the use of the brand (http://www.provinz.bz.it/dachmarke/default.asp in German and Italian language). In regard to the Green Mountain project, the development of a common “Green Mountain” Label might be an interesting approach. A common strategy could be developed, from which criteria could be evolved like: - Raw material with South-East European mountain origin - Traditional and sustainable production techniques or activities (also tourism) - Supporting regional added value - Fair social conditions (appropriate working conditions) A common “Green Mountain” label could be awarded in different sectors (food, wood, handicraft, tourism) in South-East European mountain areas, still giving the single regions the possibility to keep their diversity, maybe create an own regional brand and nevertheless benefitting from the promotional support of this international label. Creating and maintaining a label needs a lot of expertise, preparations and persistent work, due to this reasons the idea needs to be thought through very properly, involving marketing and labelling specialists. 3.2.4. POSSIBLE SYNERGIES IN ORDER TO PRODUCE, PROCESS, DISTRIBUTE OR LABEL REGIONAL MOUNTAIN PRODUCTS A group of persons can usually achieve more than individuals. This is also the case when it comes to the production, processing, advertising and distribution of mountain products. Working together offers a lot of advantages (mountain.TRIP, 2012c): - Combining knowledge and sharing experiences help to improve quality and create innovations - A stable volume of products and continuous production can better be provided by several producers and therefore new markets may open due to guaranteed continuity of supply Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 21 - - Costs and money can be saved by buying bigger amounts of material together, sharing marketing or advertising costs and also by sharing production, logistical and distribution techniques and activities A common brand may give the possibility to successfully promote and sell the products, for example within a cooperative Product certification and access to some funds are easier for producers´ groups than for individuals Good business and marketing plans can be developed together and the costs for necessary information and counselling can also be shared Working together instead of competing with each other offers new dimensions If there is a suitable cooperative already existent in the mountain region, it may be advisable to join in. But it is also possible to start an own cooperative or producer-group in order to use existing synergies. The most important element of successful cooperation is good communication. Working together means to move into one common direction, thus it is very important to discuss about concerns, expectations and goals (mountain.TRIP, 2012c). Communication within the supply chain is also very important to adjust production or processing activities if necessary. The strengths and weaknesses of the participants need to be known in order to find the best strategy how to work together, forcing strength and compensating weaknesses. A regular adaption to the market by discussion with retailers is important to keep the range of products accorded to the customers´ needs. Collective advertising activities can be increased and also used for communicating quality attributes of the products like taste or traditional methods of production. Efforts for improvement and innovation in any aspect like for example production techniques or marketing strategies should regularly be done. The easiest way to cooperate is to just neighbourly help each other, e.g. by lending machines, supporting during harvest and vice versa. Possible kinds of “contractive” cooperation forms, which may form a kind of corporate body, are for example cooperatives, producer groups, associations, interest groups, etc., always acting compatible to the national law. Horizontal (e.g. only producers), vertical (e.g. producers and processors) and also crossissued cooperation (e.g. producers and tourism) are advisable, depending on the singular situations. An important precondition for successfully setting up cooperation and using synergies is a proper knowledge of stakeholders, regional players and other important and interested persons not only within the own sector, but also in other fields like e.g. tourism. Synergies may also be used with producers or groups outside the own region. If some special activities like establishing a brand or promoting own products are planned, it is always very important to look for other persons who may already have experiences within the planned activities and are willing to share them. In the case of the Green Mountain Project it may also be possible that several regions which plan to promote similar products, may consult specific external expertise together and share the arising costs. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 22 Examples Biosphere Reserve Great Walser Valley: The Biosphere Reserve shows the synergies and success an interdisciplinary cooperating approach can have. In order to offer environmentalfriendly mobility, alp and hiking busses were established. Hikers are brought to more remote alp regions by local bus businesses, what helps to protect the environment and gives regional added value. Agriculture and tourism are also cooperating. Additionally to the culinary hiking tours mentioned above, there are a lot more linked activities like the visitors´ program to alpine dairies. Everybody can visit this processing businesses and gets into contact with e.g. cheese production, getting the possibility to be involved. Another project is the cooperation between dairies, butcher shops and bakeries in order to create new and unique products. Furthermore, the products of local producers and processors are brought and offered to hotels and restaurants by a “rolling shop” (Reiner, 2007). 4. IDENTIFICATION AND ANALYSES OF ECONOMIC ACTIVITIES IN THE PARTNER REGIONS The Identification and analyses of activities and products, in consilience with valorisation, protection and preservation of the high sensitive mountain areas in the participating partner regions, was one of the main targets of Working Group 1. The activities listed below and country-specific in the Annex provide the partners with special information about the potentialties in the different participating partner regions, e.g. information about planned and on-going activities, intended project areas, available resources, strengths, weaknesses, stakeholders, target groups, restrictions, limitations, special demands or needed support. OVERVIEW ON THE PROPOSED NEW PARTNER INITIATIVES Allocation of initiatives: 1= branding of available local products, 2 = development of local products or local production, 3 = promotion of tourism, 4 = education and training of local stakeholders Progress of initiatives: 1= Not yet developed, 2 = Rough planning already started, 3 = Detailed planning already started, 4 = Implementation already started Country Initiative Allocation RO Calimani 1: Development through responsible tourism 3,4 RO Calimani 2: Network of ecotourism services 3 RO Domogled-Cerna 1: tourism promotion 3 RO Domogled-Cerna 2: traditional products and ecotourism 2,3 AT Regionally produiced Styrian Pancackes 2 IT Macerata 1: Moments of taste/truffle 2 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions Progress 2 2 2 2 1 1 23 IT Macerata 2: Live at a donkey’s pace IT Macerata 3: Truffle IT Sibillini: Faunal areas and wild parks BG Rhodope – Mountains close to the stars BIH Wine map ME 1: Establishment of a research and innovational centre ME 2: Branding and promotion of cheese and dairy products HU 1: Wild growing herbs HU 2: Mill rehabilitation in Velem SK 1: Branding local/regional products SK 2: Direct sale of primary products from primary producers GR Gastronomic tourism through PGI products 3 2 3 2, 1 2, 1 4 1, 2 2, 1 3 1 2,4 1,3 1 1 2 1,2 2 1 1 1 1 1 1 2 In addition, the collected and assessed information provides the partners with basic information about possible initiatives, stimulate cooperation between partner regions and could also act as practical example (case study) for the implementation of the Common Model and could be useful as proposal for pilot activities (see Work Package 5). Projects of the participating partner regions that are in preparation or already developed but of exemplary interest are additionally listed in the partner related following chapters 4.1 to 4.10. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 24 4.1. AUSTRIA 4.1.1. STRUCTURAL ANALYSIS 1.2. Situation of agriculture and forestry Answer Agricultural households: Agricultural households per 1,000 inhabitants [units] ~ 62 households per 1000 inhabitants Farm Size in ha (average) 12,6 ha Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) 1248 ha grassland; from this are 6,6 % permanent pasture, 21,2 % common pasture, 0,9% one mowing pasture, 71 % hay meadow There are 77 cattle holding companies and 41 sheep holding companies !!! Number of cattles: 1534 Number of sheeps: 1172 Number of goats: 62 Trade of agricultural and forestry products/Import and export of agricultural products The trade with small cattles, the trade with wood, the trade with lokal specalities of the region (for example "Ennstaler Steirerkas" or the typicall styrian Pancakes) Import of litter, Export of "Sölker Marmor", Export of water energie Agricultural households with forestry in % ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Machinery: Tractors (single and double axis) per 100 agricultural households [units] ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 25 4.1.2. SWOT-ANALYSIS SWOT Analysis Soelktaeler Nature Park Opportunities: Threats: Agricultural - To cultivate the rye in an conventional form - Back to the roots – only bio farmers and products Tourism - The region has to be more market with the WM2013 (Fan-gemeinde) - supraregional planned trails will increase the number of guests and will make the region appealing to new target groups - To offer major tourist attractions Management - Install a business plan - Install a management plan - Work together in the three communities Agricultural - the climatic situation is not optimal for the rye cultivation, because he don`t can thrive - The mass buy not enough organic (bio) products Tourism - planned amendments of the EU-funding could prevent the creation of new touristic offers - overnight stays stagnate further on Strengths: Strategy Management - without a business- or management plan - less efficiency Strategy Agriculture Agriculture Agriculture • • - Alpine Farming Various methods for protection of agricultural areas Bio farmers Tourism - The nature park is situated in a well known touristic region, because we are in a big touristic association (Dachstein Tauern) - The Nature Park is the largest tourist area in the DT region - The topics of hiking and regional culinary delights are important (Steirerkas, Regional produced styrian Pancakes, many hiking routes) - High guest frequency in the summer in the Großsoelk valley, because there is the Soelkpass a really interesting • Further development and maintenance of pastures (also alpine farming) Get more bio – farmers and products in the region • Tourism • • • • • Very good service quality Get more touristic importance in the DT region Receive and care hiking trails More marketing for the Soelker marble Maintain the different education trails Tourism • • Management • • The tourist offer can be created together in all 3 communities The right area for the rye cultivation have to be found – not to steep (less wind, good soil texture) Strength the regional awareness for products and make an awareness training With the increasing of nature tourism, the number of overnight stays should be pushed up. Works in transnational projects to learn about other tourist offers and working methods Use the four pillars of the nature park and communicate this in public Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 26 - - appropriate road for bikers Interesting, small natural tourism with a forest educational trail, a water educational trail, a ice education trail and a geological education trail. Soelker marble quarry is a touristic attraction Management - The nature Park consists of three communities (St. Nikolai, Großsoelk, Kleinsoelk) - Good infrastructure Weaknesses Agriculture - Small agriculture product range - The slopes are really steep Tourism - The Soelktaeler nature park consists of two big valleys! In this Soelk valleys you need a lot of time to go in the Ennstal! (20 min) - The “Soelkpass” is closed 6 - 7 month every year - Delice in overnight stays - restriction of recreational activities in case of the landscape Management - No management plan in the soelktaeler nature park - No business plan - There a some deficits in controlling Strategy Strategy Agriculture • Through the cultivation of rye a regional awareness should be created Agriculture • The landscape should be used and cultivated with all technical equipment. Tourism Tourism • • The overnight stays rise up through more tourist offer Market this two valleys as an area which should be protected. Nature tourists are important for this area. • A clear positioning of the nature park and the best use of the existing infrastructure Management Management • • Create a business and a management plan Take more time for controlling • • Create a business and a management plan Take more time for controlling 4.1.3. INTERVIEWS Interview 1 – GM Project Name: Volkhard Maier / Nature Park Manager Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 27 1. In which field are you mainly working? Nature Park Management 2. I would kindly ask you to take a little time to think of your region. Could you describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in past)? Ennstaler Steirerkas (Styrian cheese from Ennsvalley) will become “Genuss Region” in the next days. Strong regional identification by this cheese. Around the cheese there are various tourist products: “Ennstaler Almdiplom”, exhibition “Das Gold der Almen” in the castle Großsölk, “Steirerkas Roas”. 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years – what would you be able to describe in the region in terms of a. Appearance of landscape Cultural landscape with high biodiversity b. Regionally produced products / specialties • • Many products around the styrian chees Big amount of products is sold in the region c. Regionally operating economic sectors Agricultural, tourism d. How the sectors and the civil society are organized – what institutions will be managing rural development Nature protection institutions and agriculture institutions 4. Could you please name the three most important strategic / overall goals in rural development in your region? • • • Support of agriculture Increase the touristic offer for nature watching Support regional companies 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has face right now? • Migration of well-educated people Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 28 • • Missing Jobs for well educated people Bad quality of accommodation 6. What are necessary steps – from your institution – to meet the above mentioned goals? • • • Clear touristic strategic Create high quality jobs Quality initiative for guest houses 7. What are the concretely planned / envisaged measures in the near future (within the coming three years) – from your institution – to contribute to fulfillment of the overall goals of rural development in your region? a. Are there concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? Creation of “Genussregion Ennstaler Steirerkas” b. Are there project gaps (i.e. subjects / topics, where no project ideas have come forward yet)? Use of Sölktäler marble for tourist offers c. Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? Visitor Center at Sölkpass 8. Could you name / provide us with documents, which describe strategic goals and operational details of rural development in your region? Could provide us with statistical data / time series data, which depicts the situation / development of rural development in your region? Optionally also: Could you name persons, also important involved / interviewed? • • ESA from Green Mountain Strategie- und Maßnahmenplan “Toursimus im Naturpark – Sölktäler 2008 – 2012” Interview 2 – GM Project Name: Albert Holzinger / Mayor of municipality Kleinsölk 1. In which field are you mainly working? Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 29 Municipal government 2. I would kindly ask you to take a little time to think of your region. Could you describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in past)? Establishment of LEDAER Various support Programs Training opportunities, Awareness raising 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years – what would you be able to describe in the region in terms of a. Appearance of landscape As now! b. Regionally produced products / specialties Steirerkas, Ennstallamm, Vogelbeerschnaps c. Regionally operating economic sectors d. How the sectors and the civil society are organized – what institutions will be managing rural development Lebensministerium - LEADER 4. Could you please name the three most important strategic / overall goals in rural development in your region? Preservation of the cultural landscape Switching to renewable energy Improving competitiveness 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has face right now? Forestation of cultural landscape Closing down of small farms 6. What are necessary steps – from your institution – to meet the above mentioned goals? Better support or promotion of extensive farming operations at the expense of the intensively used! 7. What are the concretely planned / envisaged measures in the near future (within the coming three years) – from your institution – to contribute to fulfillment of the overall goals of rural development in your region? a. Are there concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? Yes the “Genussregion Ennstaler Steirerkas” b. Are there project gaps (i.e. subjects / topics, where no project ideas have come forward yet)? Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 30 c. Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? 8. Could you name / provide us with documents, which describe strategic goals and operational details of rural development in your region? Could provide us with statistical data / time series data, which depicts the situation / development of rural development in your region? Optionally also: Could you name persons, also important involved / interviewed? ----- 4.1.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Culinary Delight Region “Ennstaler Steirerkas” IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity There are 15 benefit regions in Styria, Austria. Other three candidates were added in April 2011 (Ennstal Lamb, Murtaler potatoes and Ennstaler Steirerkas). The Ennstaler Steirerkas, a crumb cheese, is a typical regional product and is produced on six alpine pastures and in the Ennstal milk LP (Limited Partnership). BACKGROUND What’s the idea behind the activity/product? The aim is to strengthen the cooperation between agriculture, gastronomy, tourism and trade. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? Awarded the status of "candidate for the culinary delight region" the "culinary delight region Ennstaler Steirerkas" has to fulfill different tasks until the final absorption in the culinary delight regions Austria. Participants must meet quality criteria and set the future direction of the region. RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. The Ennstal milk LP, a producer of the “Ennstal Steirerkas”, supplies C& C (cash & carry) markets, which should be obtained in addition to delis and grocery chains as a marketer of the product. The Tourist Association Sölktäler nature park conveys visitors the knowledge of regional products and their importance for the inhabitants of the Sölktäler. These include: - The exhibition "The gold of the alps - Steirerkas" in the Sölktäler Nature Park Castle Großsölk - “Ennstal mountain diploma”: since 2010, locals and visitors have the opportunity to learn more about the production of the "Ennstaler Steirerkas" as well as on the traditional management of mountain pastures. It combines different tasks like milking cows, making cheese, baking doughnuts, acquiring knowledge about mountain pasture plants and animals – just like a traditional mountain pasture custodian. Guests are able to enter a competition Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 31 where fun, knowledge, the development of traditional skills and the taste of home-made food are offered. IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? First, the quality criteria must be met by the participants. This requires close cooperation with the culinary delight regions marketing LLC (Limited Liability Company). At the time, the regional alignment with the partners: - Producers: six alpine pastures and the Ennstal milk LP - Local working group: Association for the promotion of the upper Ennstal mountain region - Culinary delight regions Marketing LLC - catering should be set. STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. Actors: - Producers: 6 Alpine pastures and Ennstal milk KG - Local working group: Association for the promotion of the upper Ennstal mountain region - Culinary Delight regions Marketing GmbH catering Target-groups: - regional population - Austria-wide catering - guests Direct and indirect beneficiaries: - hotels (f. e. through new offers initiate culinary delight travels) - farmers RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. - growing number of overnight stays - restaurants (increasing sales) - Expansion of the production through production on the farm (currently: production only during the summer on the alps)?? - Raising the awareness of the cultural landscape (especially the mountain pastures) and their products RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? The "Ennstaler Steirerkas" is produced in the summer months in small quantities on the alps. The product is "sold out" already months before. Currently, the demand is greater than the offer. SUPPORT Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 32 For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). 4.1.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE Regionally produced Styrian Pancakes BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT The aim for the Nature Park Soelktaeler is to get a product which is fundamentally produced from the first to the last step in the region (Nature Park Soelktaeler). The basic ingredient of these Pancakes is a kind of a special rye (called „Tauern Rye”). This type of rye was grown earlier in this area! So farmer need an area where they can cultivate this rye in a conventional form. To facilitate processing, the rye has to be ground in an existing mill in the Nature Park Soelktaeler. To complete this process the flour has to be processed into a dough which was prepared to about 20 cm diameter thin pancakes. These pancakes should be fried in hot lard for a few seconds. You can enjoy them cold or warm with the typical „Ennstaler Steirerkas“. BACKGROUND In cooperation with the research centre Raumberg – Gumpenstein, the idea was initiated to cultivate and grow up the ray, which is the basic substance for this styrian pancakes. So it is our aim to commercialize this as a regional and typically own produced product. To get the highest value chain is very important for this area. RELEVANCE in terms of These pancakes have a very old tradition. In former times it was the simplified food for the farmers. It is a typically product of the mountain regions, and they are very rooted in the population. There are also no problems with the legal situation, because rye has been traditionally grown in this area. OBJECTIVES General Objectives: - Consistent existing regional value chain - From the primary production to the finished product - To take lard from the local butcher, - Salt from a local saline - Traditional rye varieties produced by regional farmers - Grounding in a local, traditional mill - To conduct a feasibility analysis Specific Objectives: - Determining production costs Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 33 - Determining market potential Analyzing alternative marketing channels (bread, flour, etc.) PRECONDITIONS TO FULFILL THE ACTIVITY - Search for the suitable grade (rye) for this area To analyse the technique production o It`s a BIO, or commercial farmer Search an appropriate area for the rye cultivation (location and soil texture) Activate mills to grind the rye (end product flour) RESTRICTIONS, LIMITATIONS - Hindrance of the farmers by a running environmental programme - ÖPUL subsidy (farmlands are not supported) - Talks about possible product protection with a production group from Lungau, producing the same variety are necessary o Major problems are not expected – „Tauern Rye“ has always been grown in Ennstal Product quality: - problems could arise in terms of product quality in case of the organic farming (mycotoxin contents)!! - problems with the flour quality caused by the traditional milling process! (e.g. the mill grinds too rough) - problems with available production-areas ( erosion, soil texture, accessibility). EXPECTED RESULTS AND IMPACTS - - - - The right grade or material has to be found • The right rye for this climatic area (perhaps the Tauern Rye) • For the first attempt about ¼ acres are needed! The result are approx 200 kg yield, where 50 - 60 kg are aside for seed. The aim is to get after one or two years about 1 or 2 acres from the local farmers. Similarly, the whole production technology should be adapted on quality and quantity. Through the whole production a regional awareness should be created for value chain. o Only after a good running pilotphase the regional population awareness can take place, and thus the possibilities of a project expansion would be wide open. If the pilotphase proceed bad, so it`s difficult to win more awareness. Also local ingredients such as lard and salt have to be used for the regional production. (Local butcher, local saline, local baker – everything comes from the Region) Finally there is a market analysis be conducted to determine alternative marketing methods. How could you use this flour out of this styrian pancakes? For example it`s possible to make a typical “Sölker Bread” with the Sölker flour? RESOURCES Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 34 In order to produce a product on the basis of a regional value chain, special factors must to be present. Starting with the purchase of the seed and the selection of an arable land should be created a basis. Fortunately, some hundred kilos of seed are available so production can start within this growing season. For cultivating the farmlands a mechanical help is indispensable. Through the cooperation with Gumpenstein, certain mechanic devices in the first 2 years are available and free of charge. Also, a consulting expense for the farmers is offered gratuitously by Gumpenstein. For the grinding of corn is one working mill available. How far more necessary equipment can be activated is still uncertain. Both the grain (rye) and flour should be stored properly. The storage room should be dry and cool. For the next 2 years, Gumpenstein would overtake over the storage. Thinking a little further, it must prevail clear what stakeholders will get the milled flour! What containers are used and is a continuous grinding possible? Important for the marketing of regionally styrian pancakes is the combination with the „Ennstaler Steirerkas“. STAKEHOLDERS / TARGET GROUPS / COOPERATION Actors: - Producer: Farmer Scientific support: Raumberg – Gumpenstein Organisation and administration: Nature Park Soelktaeler Support: Culinary Delight Marketing GmbH Local working group: Association for the promotion of the upper Ennstal mountain Region - Local butcher (for the lard) - Maybe the regional saline Target – Groups: - Regional population - Guests - Direct and indirect beneficiaries: - Farmers - Regionally local markets METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) The entire planning process is conducted in a framework of the green mountain project. The basic plan, it`s also the first step of this procedure, is carried out by the research centre Raumberg – Gumpenstein and the Nature Park Soelktaeler. The Nature Park Soelktaeler is trying to find a common basis for discussion with all actors and stakeholders, in order to implement this project. With a common cooperation thus a regional value chain can be achieved. Basically, it can be assumed, that this project is funded in the first 2 years. In the 3rd year the project must be maintained by the stakeholders, with the sale of flour or rye itself. The following stakeholders have a great importance for the implementation. The second step deals with the land which must be made available for cultivation by the local farmers. Also talks with the Mills – Owners about the grinding fineness and the quality of the new flour should be important. Without some meetings with the research centre Raumberg Gumpenstein, a project like this is not possible because they have the technical requirements and the knowledge. The Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 35 monitoring process is accompanied by this organization and the Nature Park Soelktaeler. It`s partly absolute new ground for the today`s farmers to grow up rye, so they also need a lot of support. Sustainment: - Important for the development of the process is that the production technology is successfully implemented and optimized. SUPPORT - 4.2. Cooperation with Raumberg – Gumpenstein (They have the Know-How and the materials for cultivating the „Tauern-Rye“) The nature park Soelktaeler BOSNIA-HERCEGOVINA 4.2.1. STRUCTURAL ANALYSIS Not available 4.2.2. SWOT-ANALYSIS One method to be used in this paper as an aid in modeling the management Nature Park has a SWOT analysis. With help of this method we analyze the factors of internal and external environment and strengths, weaknesses, opportunities and threats closely related to the management of PP Blidinje. In this sense, the results of the SWOT analysis will be used as one of the signposts and benchmarks in setting the organization's management, but also a framework for a discussion concerning the design and development of certain functions of PP Blidinje. SWOT analysis is a method on the basis of whose knowledge is to establish a balance between internal capabilities and external possibilities. It is a set of analytical method used to compare their strengths and weaknesses with opportunities and dangers that are perceived in the environment. In this paper the concept of SWOT analysis is used to assess how the management of PP Blidinje possible use of existing values and opportunities, and that you can divert and engage the resources and means to exploit opportunities and avoid risks. In almost every analysis of management models as significant factors in the external environment include: - Political stability of the founders, - Legal regulations, and efficiency of the legal system to protect business - General economic situation in the environment (infrastructure resources, monetary and fiscal policies. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 36 In addition to factors external environment for protected areas are important and internal factors such as management, finance, human resources, infrastructure, etc. The essential components of intern environment are: - Management or the vision, mission, policies and development goals, - The ability of the management team, - Organizational structure and business culture, - Marketing in terms of promotion activities and, especially, services, - Financial in terms of stability and investment opportunities and the chance - Staff in the planning and selection of personnel, motivation, or more targeted training, - The infrastructure in terms of material resources (buildings, vehicles, communications, roads, etc.) Analysis and prediction of internal capabilities and resources to identify key strengths, and characteristics on the basis of which provides conditions for achieving business excellence and competitive advantage. For such reflection and design management often uses the concept of value chain created by Deming. Value chain focuses managerial activities of the organization for nine strategic activities such as: - Quality management, - Process management, - Personnel management, - Cost management, - Development and application of new technologies, - Product development, - Marketing and promotion, - Supply and Service. After analyzing the legal obligations and powers and relationship with stakeholders in the management of interest, as a further step in developing management models for PP Blidinje conducted a SWOT analysis. The table highlights are the strength or strengths, weaknesses or deficiencies, opportunities or capabilities, and a series of threats or hazards. POWER OR BENEFITS A clear vision, mission and objectives of management and development strategies Preserved development potential associated with the natural beauty of the environment and creation of brand image and PP Blidinje The desire and ability of PP Blidinje Stable financial resources. Existing infrastructure and its ability to further Planning Motivation and founder of Citizens for the preservation of Nature WEAKNESSES OR DISADVANTAGES The absence of long-term vision and mission management and development Lack of understanding of all aspects of the founders of the concept of management Poor cooperation with the environment (sports associations, schools, tourist offices, etc) The absence of an entrepreneurial spirit of PP Personnel poor team-work and poor staffing structure Lack of permanent funding Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 37 OPPORTUNITIES OR OPTIONS Support the national policy of management of protected areas Strengthening of all, especially public office PP Expansion of eligible commercial facilities Growing understanding of management policies by citizens Connect with domestic and foreign similar protected areas Potentially strong support of civil society and stakeholders in the implementation management concept Turning to the scientific-technical projects and programs Contribution to the development of the tourism product THREATS OR HAZARD Strong pressures on the integrity of the area Political instability and economic stagnation in the close environment Negative attitudes of residents and users of PP Lack of awareness of citizens about the objectives and management measures Political disqualification basic goals and purposes PP The lack of preparation, adoption and implementation of key documents and the planning of PP The lack of broad support for civil society Waiver of Personnel Management to strengthen the PP Based on the findings of the SWOT analysis is concluded on the priorities and activities that must be considered when determining the design and management. Although such an analysis requires a complex analysis, but the simple interpretation of the findings indicates that the key management model: - Strengthening of the institution staff - Urgent preparation and adoption of planning and development documents - Improvement of the program of work, especially the scientific - Permanent financial stability - Broad support of citizens, political structures and organizations. From the table you can see that the concept of management Blidinje PP has much strength, but also significant weaknesses. Since all of the states have the same meaning ('weight') added to each item is determined by analyzing the probability of its realization and magnitude of impact on the overall management objectives. Outlined the opportunities and threats from the environment and identified strengths and weaknesses in the design model but management can be a useful tool for checking achieving management objectives on an annual, and long-term basis. 4.2.3. INTERVIEWS Not available Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 38 4.2.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Not available 4.2.5. POSSIBLE GREEN MOUNTAIN PROJECTS Not available 4.3. BULGARIA 4.3.1. STRUCTURAL ANALYSIS partner region: Bulgaria, Smolyan region Assessment for each participating region 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned Answer 3192,9 km², or 2.9% of the territory of the country - 110 000 km²; 1 region, 10 municipalities Grossdomesticproduct (GDM)/per head 1164,75 euro for region 3205,5 euro for Bulgaria Population: Population development , age pyramid, population density per km² 120 456 people, 37,7 people per km²; The country - 7 364 570, average density is 66 people per sq.km. Import and Export in € Gross Domestic Product in the Region Smolyan is 418 million euro during 2007. Business activities: number of registered businesses, sector relation in % 4858 companies, of which: 235 Agriculture, hunting and forestry; 1785 trade; 650 converting; 634 Hotels and restaurants; 415 Transport, storage and communications and etc. Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment 45.6 thousand employed; unemployment for 2011 in Smolyan is 23.8% (14.2 thousand, 45.6 thousand unemployed and employed) in 11.2% of the country Should be related to the average situation of the country Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 39 1.2. Situation of agriculture and forestry Answer Number of the Agriculture Farms is 23 838 with total area of 167 682,9 decares (16 768,29 ha). 198 аgriculture Farms per 1 000 inhabitans. Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Average 1,40 ha Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), The larger part of the region is covered by forests 2093 thousand ha (66%) and agricultural lands occupy 851 thousand ha (27%). Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) 7,7 LSU per hectare; number of: 13790 cattle, 231 pigs, 29801 sheep and goats, 85817 poultry. Trade of agricultural and forestry products/Import and export of agricultural products Production - Caws milk 20639 t.; Sheep milk 1040 t.; Goat milk 352 t.; Meat Big cattle 177 t.; Meat Small cattle 116 t.; Meat – pigs 16 t.; Eggs 20276 thousand; Bee honey 51 t. Forests occupy a large part of the territory of the district - 2,531,000 sq. m (70 %). 235 companies Agriculture, hunting and forestry. Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] Total tractors – 177 agricultural households with 188 number of tractors - 0,94, 4.3.2. SWOT-ANALYSIS The coordination of creation of the rules and enforcement of regional brand - logo and slogan to promote the products of Region Smolyan and the Rhodope Mountains and its promotion and strengthening influences strongly on additional opportunities for tourism development, agriculture and small and medium businesses. In SWOT analysis are covered the main factors that can contribute to the development or be a threat in this process. 1. 2. 3. 4. 5. 6. 7. 8. 1. 2. Strengths Protection of the nature. Availability of the natural resources – pure nature, mineral water, forests, ore. Tourist center with international and national importance /Pamporovo/. Opening of more border passes to Greece, which will make easier the link to the White Sea. Ecologically clean region Places for recreation and historical sites for tourism Professional experience and traditions in the sphere of tourism, timber industry, ski production, production of potatoes, tailoring industry. Well-developed power supply net. Opportunities Building of new and enlarging of the existing infrastructure. Applying with new projects for use of the European Funds. 1. 2. 3. 4. 5. 6. Weaknesses Low incomes and low purchasing power of the population. High unemployment and unfavorable demographical characteristic. Insignificant foreign investments in the region during the last years. Undeveloped and badly maintained infrastructure. Decline of the main economic branches. Isolation of the large administrative and industrial centers. Lack of effective regional clusters. 7. 1. 2. Threats Not well provided funds of the investments projects. Very strongly limited production of many branches. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 40 Use of the programs for work load to decrease the unemployment. 3. Increase of the commercial exchange 4. Development of appropriate forms for 5. tourism during whole year: rural, cultural, spa, adventure, etc… 3. 4. 5. Lack of foreign investors in the region and small municipalities. Immersion of the economic crisis. Lack of targeted state financial support and policy for help for regional development. The evaluation formed as SWOT analysis gives reason to formulate the following conclusions: Regarding the inner factors for development: Regional advantages, which have to be developed: • Sustainable use of clean natural environment and natural resources, providing more added value products based on higher quality • Favorable geographical position - it is necessary to develop transport infrastructure in the two directions • - as an internal transport network - from the border of Rudozem to Plovdiv and along Gotse Delchev - Kardjali - the TEN-T program in 2015 - 2020 years - road II86; - as interstate transport connections - acceleration detecting transitions road links to the Republic of Greece and modernization of road infrastructure of Greek side. (Although the largest common border between Smolyan and signed agreements, currently operates only one tourist transport link in Zlatograd.) Tourism - differential benefits (mountains, pure nature, potential for near sea / opening road links / cultural-historical values). Weaknesses need targeted support policy: • Availability of highly undeveloped territorial units. • Unfavourable demographic characteristics. • Low socio-economic indicators. • Isolation from major administrative and economic centers. • Poor condition of technical transport infrastructure. With regard to external factors for the development: External factors create opportunities, but also threats in the field of regional development. The defining features whose implementation would increase the strengths and competitiveness are: • The use of EU funds is a key factor in financing regional development policy. • Attracting foreign investment. • Development of tourism: development of mountain tourism, development of cultural-historical, spa and health tourism. • Use of land and favorable climatic conditions for agriculture. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 41 • • • • • • • Modernization the transport infrastructure. Real threats to which government should oppose specific measures and actions to reduce or offset their effects are: Lack of targeted state policy for regional development in Smolyan region as a mountain and still isolated. Low absorption of EU funds for the implementation of modern transport regarding domestically and internationally. The results of economic crisis over the key sectors and areas related to socioeconomic development of the region and municipalities. Poorly developed product based on cultural and historical values and their development. and others. 4.3.3. INTERVIEWS Participative analyses / Results of half standardized interviews One focus of the analysis of a mountainous region is getting in contact with important regional players and investigating their position in the region as well as their view on the current situation and on the future development. The position and views of the regional players leads to a more complete picture regarding the options of rural development in the specific mountainous area and to get comparable results to other regions. In order to be covered the important problems and perspectives for the Region Smolyan and mountainous areas were held interviews and a series of conversations with important regional players and with people involved in regional development and development of mountain areas. Among the interviewed people are people with significant managerial and political experience as in a previous period, and at this time. With some of the interviewees we had a conversation in terms of different experiences, which they had, depending on the positions in a different time period. We managed to interview the following groups (categories) with important regional players: Political representatives, as mayors ... - Two current, long-term mayors - with few mandate Mayor of Chepelare and Mayor of Banite. Two former mayors - with few mandates - mayor of Smolyan and Mayor of Rudozem. (4) Representatives of the administration (municipality / region / ministry) ... - Representative of Regional Inspectorate for Environmental Protection and Water, a representative at regional level in the field of agriculture and the environment. (2) Representatives of existing structures of support and financing: regional development agencies ... - A current chairman of the cooperation for development and support of farmers and growers, who is also chairman of the national association of these co operations, he is also a former President of the Chamber of Commerce – together with., representative of the Association of entrepreneurs, a representative of the association of craftsmen, representatives of the Regional Tourist association "Rodopi" (7). Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 42 Representatives of important companies (tourism and others) - Representatives of companies part of the timber industry -Todor Kisiov, of the construction, of the tourism, machine-building, of the transport, and agriculture economy. (6) Individuals important for local development - Dean of Smolyan branch of the Varna Free University a former head of the regional administration of the Construction sector and industry involved in the development of the regulations of Council of Ministers with concrete measures for development of the Smolyan region. (2) and others. Their opinion and experience was reported in the drafting of conclusions to 2.1 - General socio-economic situation and p. 2.4 Identification of strengths and weaknesses, opportunities and threats in the participating SEE Green Mountain regions (SWOT). As a key conclusion is the opinion that we need permanent, guaranteed policy for sustainable development of Region Smolyan as mountain region and the realization of the transport links with the Republic of Greece - as a last and isolated area. Such a policy must contribute to sustainable use of mountain resources and to continue centuries-old tradition of harmony life between humans and nature in the Rhodopes. It is important such a policy to find a complex reflection in national policy for regional development and on specific targeted measures on the Operational Programmes of the EU for the next planning period - 2014 2020. To overcome this situation we offer and work to form a comprehensive policy for the Region Smolyan and the complex interaction with all departments for solving important problems for the region. We have made such suggestions and hope for a positive resolution. For a number of activities in the Rhodopes, as mountain, more extreme, less developed and inaccessible region, there were many economic levers that were intended at least partially offset some profitable economic activities 4.3.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES See Chapter 4.3.5 4.3.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE RHODOPE – MOUNTAIN CLOSE TO THE STARS Coordination of the elaboration of rules and introduction of regional brand – logo and slogan, in order to promote products from the Smolyan region. Activities to promote and to establish the brand. IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned – Bulgaria, Smolyan Region Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 43 the project partners – small business organisation further organisations that will lead the activity - Creation of Expert Council for management of the Brand; - Undertaking concrete activities to make popular with municipalities, small business and organisation, local people and other, The Business Chamber, Agriculture Private Corporations, Knowledge Dissemination Association, etc… BACKGROUND/why We focus on the task to work hard for entire and multi-aspects promoting of the region, by creating the entire policy of use of the Regional Certificate Brand What’s the idea behind the activity/product? - Coordination of the elaboration of rules and introduction of regional brand – logo and slogan, in order to promote products from the Smolyan region. Activities to promote and to establish the brand. - Improving marketing possibilities of mountain products. - Improving the image of mountain products of Smolyan region and possibilities for strengthening the value-added chains. - Improving synergies between mountain products and tourism. - Regional information system. - Exchange and transfer of knowledge. RELEVANCE in terms of Mountain character – It will contribute for better realization of the mountain products. It will give a possibility of mountain products to be a part of add-value and to reflect in their price. It will make popular the life in the mountain – closer to the nature, as well as to the clean and preserved environment. Sustainability – create a possibility for organization of the regional principle of coordination mechanism for help in realization of the products, improving the tourist product and stick the nature and mountain potential into regional economy. The result will be improving standard of life, incomes and way of life of the local population. Law – It can be initiated suggestions, which could cover the Mountain Regional Certificate and to integrated into legislation. Important is to point the possibility of focusing using the operative programmes of EU for the next Planned Period 2014 – 2020. It is important to examine the possibility of applying the approach with trans-governmental conventions in concrete situations. Beneficiaries – Beneficiaries are all municipalities, small business, agricultural producers, the population of the region. Indirectly there will be positive influence over the tourists and consumers of the mountain product. Short/brief description of problem and possible solution - The main problem is the higher price of the mountain product and the pressure of the big commercial chains over the local producers. The problem is also missing of one organized open market, as well as the export of final product from the region. Possible solution – Use of the possibilities of the geographical location and Certificate Brand for development of positive image and coordination the efforts for realizing the local products, for Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 44 development the tourism and improvement the life of the local population. OBJECTIVES (before background) General - We focus on the task to work hard for entire and multi-aspects promoting of the region, by creating the entire policy of use of the Regional Certificate Brand. It will contribute for better realization of the mountain product, to create possibilities the quality of the mountain products to be part of the add-value and to reflect in their price. Specific – To use the possibilities of the geographical location and certificated brand in order to create the positive image and coordinated efforts for realization of the local products, for development the tourism and improvement the standard of live of the local population. The objective of the certificated brand is to become one of the most important power of the products and other trade brands from the region. Short and long term – 1. Short term: - Creating the Expert Council for Brand Managing; - Creating the rules and regulations for Brand use; - Identifying the primary beneficiaries. 2. long term: - Improvement possibilities in the marketing of mountain products. - Improving the image of mountain products of Smolyan region and possibilities for strengthening the value-added chains. - Improving synergies between mountain products and tourism. - Regional information system. - Exchange and transfer of knowledge RESOURCES Resources for the implementation of the activity/product: First, we ensured and already implemented the process for the choice of the preserved brandlogo-slogan. We did a preliminary agreement between the associations for the Brand use. The registration has done in the patent department. Financial – We did not make financial plan yet for the realization of foreseen activities. We have foreseen financing by different resources during the realization of concrete initiatives. Human resources –We will use the experience of the local specialists, as well as of the external experts. Except the experience we received during the staying in Austria and presenting the Euro Mark, we foreseen a study visit in the National Park Strandja, with certificated brand and with built mechanisms for its use. Natural resources – We rely on the clean nature and the possibility of the mountain. It is foreseen to make classification and grouping the nature sightseeing, for better realization of the concrete activities. Skills – We are working over improving the skills of the people engaged with this project. We would like to form culture of presenting and promoting the mountain products. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 45 Knowledge – During the entire process of implementation the project new knowledge has received, which help for over build what has already achieved. Thus the achieved knowledge help for better planning of nowadays and future activities. Information and Communication Technologies (ICT) – the realization of the activities is impossible without the use of the modern information and communication recourses. Now we are trying to give an access of the info-kiosk system for the region. Premises – On this stage the Regional Administration - Smolyan ensure the necessary premises for work and logistic. Equipment – The necessary equipments for the work and logistics are provided by the Regional administration- Smolyan. Other – On the base of the active communication with the stakeholdersна, we aim the creation of the main body of experts, who will be engaged with the coordination and implementation of the certificated brand. Resources available – available resources include the registered brand (logo and slogan), available premises for carrying out the working seminar, expert potential and the associations of the small and medium business. Resources needed – Ensuring the entire market strategy for the region, followed up by the resourced covered active plan. DEVELOPMENT The development is provided by over building experience and skills, by the desire to develop the possibilities of using new (for the region) forms of assistance for producers, for the tourism industry and by the popularity of the territory as a whole. An important basis for development is the use of opportunities of new ICT solutions as a system of information kiosks. We are exploring at the moment the possibilities for using that new information system for certificated brand. METHODOLOGY Methods to apply – an important element of the methodology is the upgrade. Our goal is to implement new, innovative form that allows better development of local producers and the inclusion cleanliness of the production and geographical features in the add-value of the offered product offered. An important aspect, we have to exam, as possibility is the applying of the model "fair trade". How does the model "fair trade" work? Small farmers, producing the same products, combine in a cluster (cooperative). They sell their products to licensed dealers who are members of fair trade register. Products are purchased on a Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 46 fixed prices determined by fair trade, and usually the price is from 2 to 3 times higher than normal "market". The farmer cluster receives up to 50% advance prepayment for the future production, as well informing the farmers. In case the farmer cluster decides to produce and organic products, it will receive additional financial incentives in the form of higher purchase price. It is important to explore is it possible the similar aspect and mechanism of interaction in the implementation of mountain production and how to provide funding for its implementation. IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? With this initiative we aim to: to form a comprehensive policy for the use of certificated brand for the region and to work for comprehensive and multi-aspect promotion of the region. We intend to realize the following steps: 1) Coordination of the elaboration of rules and introduction of regional brand – logo and slogan, in order to promote products from the Smolyan region. Activities to promote and to establish the brand. 2) Improvement possibilities in the marketing of mountain products. 3) Improving the image of mountain products of Smolyan region and possibilities for strengthening the value-added chains. 4) Improving synergies between mountain products and tourism. 5) Regional information system. 6) Exchange and transfer of knowledge. Overview of the proposed main features of your initiative: main actions/activities time scale methods to apply information on any key factors such as e.g. cooperation/partnerships, etc. We will use the experience of the local specialists, as well as of the external experts. Except the experience we received during the staying in Austria and presenting the Euro Mark, we foreseen a study visit in the National Park Strandja, with certificated brand and with built mechanisms for its use. We rely on the clean nature and the possibility of the mountain. It is foreseen to make classification and grouping the nature sightseeing, for better realization of the concrete activities. We are working over improving the skills of the people engaged with this project. We would like to form culture of presenting and promoting the mountain products. During the entire process of implementation the project new knowledge has received, which help for over build what has already achieved. Thus the achieved knowledge help for better planning of nowadays and future activities. The realization of the activities is impossible without the use of the modern information and communication recourses. Now we are trying to give an access of the info-kiosk system for the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 47 region. STAKEHOLDERS INVOLVEMENT/TARGET GROUP/COOPERATION/Partnership Actors invited/involved municipalities, small business and organisation, local people and other, Business Chamber, Agriculture Private Corporations, Knowledge Dissemination Association, etc... Specific target-group(s) - Farmers - Processing firms - Trade - and others. expected direct and indirect beneficiaries - Consumers - Political decision-makers - Communities - Nature conservation organisations - Mountain populations in general (jobs) - and others. Expected RESULTS AND IMPACT (after objectives) Describe the expected direct and indirect results of as well as positive and tangible impacts: Expected Results related to activities Expected Results related to objectives Expected Results related to the mountain character What are the Strong/weak points in terms of sustainability? Will work for the achievement of the following important aspects: - The image of mountain products - Expectations of the consumers - Possibilities for strengthening the value-added chains in mountain regions - Marketing strategies - Improvement possibilities in the marketing of mountain products - Synergies between mountain products and tourism Expected Results related to the mountain character It will contribute to better realization of mountain products. It will enable the qualities of mountain products to become part of add-value and to reflect in their price. It will promote the lifestyle in the mountains - closer to the nature and to the protected environment. What are the Strong/weak points in terms of sustainability? Sustainability – creates the possibility of organizing a regional model of a coordination mechanism to support implementation of the production, improvement of tourism products and stick the potential of nature and mountains into the region's economy. It will improve quality of Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 48 life, incomes and livelihoods of local people. If it is not provide effective financed resources, it will not get a lasting solution to the problems and entire sustainability of the approach. Following the rules, developing for the certificated brand, will result sustainable effects for respecting the quality. Law – It can be initiated suggestions, which could cover the Mountain Regional Certificate and to integrated into legislation. Important is to point the possibility of focusing using the operative programmes of EU for the next Planned Period 2014 – 2020. It is important to examine the possibility for applying the approach with trans-governmental conventions in concrete situations. There is a very serious danger such policy not to be accepted. Preconditions to fulfil activities The prerequisites to get a good result can be divided into two groups: a / activities already implemented: First we provided and passed the selection process for a protected brand - logo and slogan. We have signed preliminary agreement between the associations using the brand. Registration has done at the Patent Department. b / clearly understood the necessity of creating an opportunity to organize a regional model of a coordination mechanism for supporting implementation of the production, improvement of tourism products and stick potential of nature and mountains into the region's economy. RESTRICTIONS, LIMITATIONS Essential problems expected Limitations that could hinder the realization of the initiative: legal policies If it is not provide effective resourced mechanism, it will not get a lasting solution to the problems and sustainability of this approach. It is good to mention the ability to direct the policy towards mountainous areas by the EU operational programs for the next planning period 2014-2020. The process of defining goals and priorities is underway and is an important activity and strong arguments to rely on eventual success. It is an important point to explore the possibility of applying the approach to intergovernmental agreements in specific areas. There is a serious threat not to adopt such a policy directed both the legal aspects and political ones. SUPPORT e.g. special/detailed information relevant studies possible fact finding missions at regions with already implemented initiatives insourcing of external expertise Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 49 Regional National Green Mountain We have the necessary initial support from regional and local authorities, representatives of business and academia. Very important was the support of Green Mountain to provide information about the Euro Mark, exchange of best practices and visits to Hungary and Austria. We will seek greater support at the national level to realize the goals of policy directed to our mountain region, seeking such an opportunity and betting planning for the next planning period 2014-2020 CAPITALISATION Territorial cooperation aspects We are working towards a regional model of a coordination mechanism to support implementation of the production, improvement of tourism products and stick potential of nature and mountains into the region's economy. It will improve quality of life, incomes and livelihoods of local people. REMAINING QUESTIONS An important issue is to organize a unified approach to focus attention on targeted policy and attitude towards life in the mountains. Interaction between the partners and other institutions would have serious contribution in this direction. There is a possibility to organize the use of the joint potential of certificated brand Green Mountain, which should be explored in greater depth. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 50 4.4. GREECE 4.4.1. STRUCTURAL ANALYSIS partner region: 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned Grossdomesticproduct (GDM)/per head Population: Population development , age pyramid, population density per km² Region of Epirus Answer The region of Epirus covers 9.203 km², 6,7% of the country and after the recent change of its administration units (law no 3852/2010), it consists of 4 regional sectors Ioannina, Arta, Preveza and Thesprotia. The GMD/per head of the Region for the year 2009 was 14.221 euros, and the countrys GMD/per head was 20.531 euros. According to the last inventory (2001), the population of the region of Epirus is 353.820 inhabitants, 3,22% of the national population. The population development is 4,0% (the country's is 6,4%). The statistics show that 19,86% is over 65years old, 65,93% 15-64 and 14,19% 0-14 years old.The population density is 38,7 per km2, and the national density is 83,1 per km². Import and Export in € For the year 2007: Imports 158.000.000 euros, Exports 69.000.000 euros. For the year 2010: exports 161.503.312 euros (according to the greek statistics agency) Business activities: number of registered businesses, sector relation in % There exist 3 industries at the yoghurt business, 10 smaller for the production of traxanas, and many small workshops where pites (baked and frozen) are produced, although in every restaurant pites are baked by chefs daily, in large quantities. Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment For the year 2001 the employment in initial production was 22,2%, Commerce and industry 19,7%, Services 53,3%. Nationally the rates are 14,4%, 21,7% and 58,5% for the same year. The unemployment rate the 1st trimester of 2012 is 20,6%, in the region of Epirus. (according to the greek statistics agency) Should be related to the average situation of the country 1.2. Situation of agriculture and forestry Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) Trade of agricultural and forestry products/Import and export of agricultural products Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] Answer There are 42.951 agricultural households in the region of Epirus. (Agricultural households 121,39 per 1.000 inhabitants). 0,62 ha in Epirus. 0,698 ha in Greece (average) The region of Epirus covers an area of 920,32 ha, 35% of which is agriculture (grassland 14,23%, arable land 1,7%), 62% forestry and seminatural areas, 1,8% is covered by water, 0,5% areacovered by buildings, and finally the industrial and commercial zones, transport network, mines, worksites cover 0,7%. There are no available data of the LSU, because of the fact that those units are many and they are moving. For the year 2000 the number of cattle was 46.304, poultry 30.033.444, sheep and goats 1.229.932 and pigs 94.878. Epirus trades 60% of the produced livestock products. 90% of the produced poultry, 30% of the 1st day chicks, 80% of the pigmeat, 65% of the sheep and goats. For the year 2010 the exports of dairy products covereded 19% of the national exports, 16% of fish and shells, 4,1% of live animals, 3,1% of meat. The production of round wood is 20.474 c.m. (year 2000). There are no available data. 94,82 Single axis tractors per 100 units, 110,16 double axis tractors per 100 agricultural households. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 51 4.4.2. SWOT-ANALYSIS Strengths 1. Geographic position and infrastructure The geographic position of Epirus as the West Gate of Greece to the European Union and the Balkans, and the construction of big transport infrastructure (Egnatia road, West Axe, Hgoumenitsa Port etc), create the conditions for supranational development in transport and services. - The construction of the natural gas pipe line Greece-Italy, which gives to the Region of Epirus the capability to become the intermediate energy junction of great meaning and importance. - The continuing growth of the transnational commerce with the Balkan countries. - The remarkable sea connection between Greece and Italy. 2. Entrepreneurship and innovation The development of “fetal” policies in innovation, such as the “Regional Information Society”, “Entrepreneurship through Innovation in Epirus”. - - The existence of basic conditions for touristic development, given the natural beauty of the area, the cultural richness, the geographical position and the prospective exit of the isolation through the constructing infrastructure. Such areas with great development potentials, are the coastal zone of the Ionian sea, and the zone of the mountainous areas, which have ecological and cultural richness and can accept the development of mild forms of tourism. The dynamic development of the University of Ioannina (especially in New Technologies, The Information Society and Medicine), which contributes to the creation of conditions to make the city of Ioannina and Epirus in general, the center of educational innovation and services Weaknesses 1. Geographic position and infrastructure The lack of air transport infrastructure at the region of Epirus, which is almost exclusively covered by the Ioannina airport, which does not have enough facilities and services in order to become an air transport junction for the Region. - The lack of technological infrastructure, of loading, unloading and storage installations, and of terminal installations for the development of combined transports. - The insufficient upgrade of the Preveza port. - The insufficiency of the local road network and the access to the mountainous and disadvantaged areas. - The lack of railroad connection of the exit gate (port of Hgoumenitsa) to the national rail road network. 2. Entrepreneurship and innovation High cost of production - Lack of research for all the forms of initial production section and as a result the quality and the production can’t be improved. - The small manufacturing activity, the small size of businesses, the reduced production in relation with the average production of the country, the inward orientation of businesses and the inability of producing branded products with designated origin. - The low grade of cooperation with the tourist branch. - The inability to use the advantages offered by the information society and the new information and communication technologies. - The unbalanced tourist exploitation of the cultural richness, confined in few areas. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 52 with interregional and ultra-national velocity and also the continuous strong presence of The Technological Educational Institution (TEI) with schools in several cities of Epirus. 3. Environment The existence of useable resources of renewable energy sources. - The existence of important ecologic wealth and of exceptional natural ecosystems. It is mentioned that the areas of the Region of Epirus which are included at the National Catalogue NATURA 2000, cover 28% of the Region. Those areas are the National Park Vikou-Aoou and Pindou, The Amvrakikos Gulf, woods, biotopes, nature’s monuments, areas of special natural and aesthetic beauty etc. - The existence of approved Spatial Plan of the Region of Epirus, the implementation of which is considered to lead to the orthologic distribution of various activities in the area, in terms of sustainability, protection and upgrade of the environment. - The existence of approved plan for solid waste management. - The forming of operators for the management, and protection of 4 protected areas at the region of Epirus which are integrated at the European Network NATURA 2000. - The demand for environmental license for works and activities according to the European instructions and directives. 4. Agriculture The existence of basic conditions for the development of initial production, based on the cultivation of organic agricultural products, especially at the livestock industry and of course the existence of positive interdependencies with the secondary sector (processing of agriculture and livestock products). - In the Region the initial production plays a very important role at the economic development of - The low grade of interconnection and collaboration of businesses with the University, the T.E.I., the Technological Park, the Institutes, etc. 3. Environment The serious deficiencies in infrastructure for the management and treatment of wastewater. - The environmental burden from environmentally disturbing production activities of the secondary and the initial production sector. Residential wastewaterwaste. 4. Agriculture The continuing reduction of the contribution of the initial production and the secondary sector to the GDP (with the simultaneous growth of the services sector) - The low level of technical and organizational skills of the breeders. - The small rural clergy and the problems related Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 53 the Region. - - - In the Region of Epirus livestock industry contributes 65% to the total gross production value of the initial production, while nationally this percentage is almost 39%. In the regional sector of Ioannina 28% of the gross domestic product belongs to initial production and the same nationally is 17%. The regional sector of Ioannina is the 3rd producing area of cheese in the country, next to Trikala and Larissa, with 9% of the total production. It is the 1st at the production of meat offering 8% of the production in 2004. From the agricultural sector comes 5% of its product, contributing 0,9% to the total agricultural product of the country. The high quality that defines the livestock products of Epirus. Opportunities The appointment of Epirus as the West Gate of the country to the European Union and the Balkan (especially Albania), and as the intermediate junction of transport and other Trans-European Networks, will attract investments in the processing sector and transport related branches. - The integration of the West Railroad Axe to the Trans European Network. - The Planning of the Ionian Road. - The construction of the natural gas pipe line Greece-Italy, which gives to the Region of Epirus the opportunity to become the intermediate energy junction of great importance. - The continuous increase in demand for branded and quality agricultural products, for the production of which Epirus has got the basic qualifications. - The increasing demand for products-services of mountainous areas. - The modern technology in information and to the ownership of the land. - The low grade of agricultural mechanization. - The low level of management of grazing land and forestry- the lack of managing plans. - The low level in organizing producers and cooperatives. - The low level of covering the nutritional needs of animals with food produced in the area. - The need to further organize vertically the livestock production. Threats The delay in completing the transport infrastructure puts in danger the appointment of Epirus as the transport source of the country to West and Central Europe. - The growing competition pressure in traditional economy sectors, as a result of the gradual removal from the state of isolation of Epirus, which led to a peculiar protectionism of the inner market. - The population deforestation in inaccessible areas and the lack of human resources for the support of activities in inaccessible areas. - The big number of descending and abandoned settlements. - The alienation of employment from certain sectors of economy (agriculture, intense work businesses), due to structural changes. - The unwillingness and difficulty in adjusting to the demands of the labor market (new abilities), of people who face unemployment in older age. - The lack of professional opportunities for young people and women in the country. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 54 communications offers possibilities for the promotion and the projection of products and services of the area towards wider Greek and international markets. - The big number of alternative activities. - The good potential to enrich the tourist product of the coastal zone with activities at the inland. - The creation of new nutritional models and the awareness of consumers for quality, traditional and pure products. - The potential of creating and organizing corporate relations and teams for a more effective promotion of their products and services. - The existence of positive interrelations between the secondary sector and the developing tourist sector. - The potential of developing alternative forms of tourism given the rich natural, anthropogenic and cultural environment of the area. 4.4.3. INTERVIEWS The following persons were interviewed and answered to the same questions: Alexandros Kahrimanis, Regional Governor. 1. Which are, in your opinion the strong points of the area, for the development and promotion of local products? The virgin natural environment and the quality local products, which have survived in time and living conditions of the people in mountainous areas. Also the Region’s efforts to certify four local traditional products as PGI. Those products are xylopites, Ioannina baklava, Ioannina trout and Xrysovitsa potatoes, and combined with the Products of Named Origin of the area (feta, galotyri, Metsovone), which are known nationally and abroad, the gastronomic tourism can be promoted. 2. Can you describe the weaknesses? The economic crisis of the last years, caused the considerable reduce of visits in the area. Also the bad road network to the mountainous and distant areas is causing serious problems during the winter. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 55 3. Can you describe the opportunities of the area? The funded programs for the development and promotion of agriculture and local products. The increase in demand for quality products. The construction of transport infrastructure (the Ionian Road). 4. The threats? The fact that tourism is not properly developed. We should not focus only on accommodation, but also on other forms of tourism that the area can offer. Also the economic crisis may cause many problems that we cannot predict. Tatiana Kalogianni, Deputy Head of the Region of Epirus 1. Which are, in your opinion the strong points of the area, in relation to the development and promotion of local products? The tourist development of the region, because Epirus is equally beautiful and has as many potential as the other regions in Europe. And of course the natural beauty of the mountain areas that can attract many visitors who want to experience alternative forms of tourism. 2. Can you describe the weaknesses? The low number of visits, because of the isolation of the area, since there is no adequate access to main road axes. The fact that the airports of the Region are not properly prepared to receive and service international flights. 3. Can you describe the opportunities of the area? The possibility to combine gastronomic and religion tourism at the area, because of the remarkable natural beauty, the bridges, the paths and our cultural heritage. The fact that infrastructure construction is already planned. 4. The threats? The fact that many areas and settlements are abandoned. To be able to attract visitors who can handle the cost. Efestion Papageorgiou- Producer of organic-traditional products at Bourazani-Konitsa. 1. Which are, in your opinion the strong points of the area, in relation to the development and promotion of local products? The production of organic-traditional products of excellent quality, can contribute to the increase of exports. The promotion of these products as PGI may result to the increase in demand and further the development of these production units. 2. Can you describe the weaknesses? The high production cost of these products, which does not allow the producers to gain an acceptable profit. The inadequate road network causes the increase of the cost of the transfer, minimizing even more the profit. 3. Can you describe the opportunities of the area? During the last years we observed a tendency of consumers to prefer traditional products, which are many in the area, and of course we offer excellent quality, in order to gain the trust of our consumers. 4. The threats? Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 56 The products are not properly advertised, so the production cannot be developed. The nonprofessional behavior of some professionals and people who work in the area. Sihlimiri Marina- President of the Women’s Cooperative “GIS”. (Earth) 1. Which are, in your opinion the strong points of the area, in relation to the development and promotion of local products? The fact that agriculture is performed with respect to the environment, and as a result we produce quality products. 2. Can you describe the weaknesses? The fact that there do not exist any organized networks for the promotion of our products, and of course the delays of funded programs. 3. Can you describe the opportunities of the area? The increased demand of our products, given the fact that they are considered to be of excellent quality. 4. The threats? The production is not organized, so we may not be able to cover the orders and satisfy all our customers. Aristotelis Stagikas- Member of the Council at the Municipality of Konitsa (regional sector of Ioannina) 1. Which are, in your opinion the strong points of the area, in relation to the development and promotion of local products? The natural environment which has great ecological value, characterized by rare and protected flora and fauna. It is also the rich architectural and cultural heritage, the five NATURA areas, one National Park and a Geo Park. 2. Can you describe the weaknesses? The initial production is not efficient enough, and as a result people choose to work in commerce, construction and services. The old age of the population. 3. Can you describe the opportunities of the area? The favorable conditions for the production of quality and branded agricultural products. Young people tend to return to the countryside and the mountainous areas, because of the economic crisis, and occupy themselves in agriculture. 4. The threats? The risk of compromising the environment because of the fact that the environmental legislation is not always respected. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 57 4.4.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES PRODUCTS OF MOUNTAINOUS REGIONS OF EPIRUS «TRADITIONAL GIAOURTI » AS PROTECTED GEOGRAPHICAL INDICATIONS (PGI) IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity Greece is a country rich in traditional products. The products of each region varies and depends on the geographic location and conditions, the climate, the culture and the way of life of the locals. Due to the mountainous morphology of the area of Northen Pindos & Tzoumerka – Peristeri - Arahthos Ravine, the livestock-farming, and mainly the breeding of sheep and goats, and limited agriculture have been over the centuries the main occupations for the local population. Additionally, the high mountains range, that forms the natural limits of the prefecture, had kept the area isolated for many years. Therefore, the local diet was based on local raw materials and products. The diet staples of the region was milk and milk products, green vegetables, fruits and herds. For that reason the three following products are considered to be the core of the traditional diet. Traditional Giaourti (yoghurt) Within the limits of the region it is produced a traditional type of delicious and healthy yoghurt that it cannot be easily found in other regions. The raw material of the traditional giaourti (yoghurt) is fresh milk from healthy free range indigenous sheep and goats. Traditional pites (pies) Pites (pies) is one of the most famous dishes in Epirus. The abundance of the necessary ingredient in the nature, the easy preparation, and the traditional way of life made pita indispensable part of the everyday diet. In the past, due to the nature of the traditional jobs the population had to stay for long periods away from home. For that reason the women prepared a food that can be preserved for many days, by using whatever the nature offered to them (milk, eggs, cheese, green vegetables, herds). Today the handmade pites are considered to be one of the delicacies of the region. Traxanas Traxanas is a traditional local product, closely linked to the history of the region. It is concedered as winder food as it is cooked as soup. The ingredients of traxanas are milk, flour and salt, all these together create a type of homemade pasta that does not need special storage and can be preserved for a long time. Today, there many family business that produce and sell traxanas. BACKGROUND What’s the idea behind the activity/product? These products are of the finest quality, but they are also part of the local culture and lifestyle and their production demands the use of local raw materials and the sequence of the traditional homemade process of production. The preservation of the natural resources and the pure raw materials and the continuation of the traditional way of production will lead, not only to the economic development of the area, but also it will enhance the development of a sustainable economic model and will promote the maintenance of the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 58 traditional way of life. Moreover, the developments of these type of production will give impetus to the development of the ecotourism, as the pristine beauty of the nature in combination with and the traditional way of life and the Protected Geographical Indication (PGI) products can consist a benchmark and attract many tourists and visitors. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? The certification of these products as PGI will have a positive effect local population and the area from economic, social and environmental point of view. The objectives are: - The development of a sustainable economic model - The development of little and medium range enterprises and family businesses. - The limitation of the unemployment and depopulation for reasons of unemployment. - The protection of the resources that provide the raw materials for the production and the further protection of the natural environment. - The protection and preservation of the indigenous sort of animal (goats, sheep etc). - The development of ecotourism - The maintenance of the traditional way of life - The promotion of the products and the opening of new market - The development of a more organized way of production. RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. - Local human resources that posses the know how of the traditional production - Local raw materials, animal and natural resources - New technologies for the improvement of production, the organization and the distribution of the products - Modern management methods for the promotion of the product. - EU directives and legislation concerning HACCP system and certification. - Expert that will undertake the project of PGI certification of the products IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? The first step to be made is the establishment of a cooperation between the Region of Epirus and the local producers and among the local producers as well. The first and most important to be raised awareness of the local producers in order to be achieved the best possible cooperation among them. It is necessary for the producers to set a framework regarding common aims and t goals and to be found common ground for cooperation. The establishment of a cluster of businesses or an association is one of the most crucial initiatives as it is a prerequisite for the process of the certification of the products as PGI Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 59 Afterwards, this union of producers will submit a file to the Greek Ministry of Rural Development and finally the file will b e submitted to the EU for certification as PGI. STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. The directly involved stakeholders are the Region of Epirus, the local producers, livestock farmers, the regional policy makers and the local administration. Indirectly involved are the local tourist business, environmental organizations and the Administration Bodies of the National Parks. RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. The certification as PGI will: Make the products more reliable and known Promote the products to a wider market. Enhance the maintenance of the quality of the products. Direct beneficiaries will have: the local producers, the breeders, the farmers and the local economy. Indirect beneficiaries will have the local society and the environment; as the traditional structures will continue to exist in an improved version and the protection of the environment will be a necessity as the quality and the production of these foodstuffs are related to the natural resources. RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? A potential problem can be the lack of will on behalf of the producers to cooperate and to establish a partnership in order to promote their common interests and aims. However, the ultimate goal of the certification of the products as PGI can the determine factor that will give impetus to the cooperation. SUPPORT For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). A cooperation between the Region of Epirus and the Greek Ministry of Rural Development and Food has been engaged in the past, as they have already worked in order to certificate other products. But, as already has been mentioned, necessary is the support of the project on behalf of the local producers. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 60 4.4.5. POSSIBLE GREEN MOUNTAIN PROJECTS Not available Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 61 4.5. HUNGARY 4.5.1. STRUCTURAL ANALYSIS partner region: Köszeg Microregion 2.1 General socio-economic situation Answer Area concerned (km²), number of administrative units (communities) concerned The region is home to 29.000 people, the density of Grossdomesticproduct (GDM)/per head 2 556,- HUF/head (8,9 Eur/head) The rate of economically active population is 60,6 %, in accordance with the county and national average. The level of qualification and language of the local population is higher than the county average. The proximity of the region to the adjacent Austria and also the great number of foreign businesses contribute to a higher than average working culture. The region is characterised by the centuries-long coexistence of several minorities. Croatians - the biggest minority group here - live mainly in Kőszeg, Csepreg, Horvátzsidány, Peresznye and Ólmod. Germans live in Kőszeg, Kiszsidány, Bük and Csepreg. Population: Population development , age pyramid, population density per km² Import and Export in € Business activities: number of registered businesses, sector relation in % 2 population is 78,4 people /km . import: 20 390 billion HUF (7104529 Eur); export: 22 321 billion HUF (777735 Eur) but these information is about the whole country the National Central Statistical Office could not give information only about the county or the microregion. I have attached a chart about the registered enterprises and local tourism also. In the past two decades the economic activity of the population has changed significantly. The labour forces becoming jobless after the transformation were taken up by both the industrial investments and the fast developing trade and service sectors building up in the region. But still the local labour reserve is present, which can be mobilised by Labour market: Employment related to the three sectors fostering the development of new workplaces. In the region (initial production, commerce and industry, services) commuting to the central settlements is becoming more and in %, rate of unemployment more dominant, mainly to the country town Szombathely and the adjacent Austrian areas, the latter offering much better working conditions. The local economy was also affected by the turbulance of the economic crisis, but fortunetly only slightly. The number of registered job seekers - depending also on seasonal effects - is usually around 1. 000. The number of private initiations and enterprises is higher in the county than in the other part of Hungary. 2,3% of the national organizations were registered in this region, 147 enterprises were for 1000 inhabitants, which means medium business activitiy. The unemployment rate is also lower than the national average. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 62 1.2. Situation of agriculture and forestry Answer Agricultural households: Agricultural households per 1,000 inhabitants [units] total number of agricultural households: 1705 pieces Farm Size in ha (average) 8248,8 ha (only farmlands) Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, area coveredby buildings), Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) Trade of agricultural and forestry products/Import and export of agricultural products Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] forestry: 2153 ha arable land: about 151 206 ha; garden: about 2 837 ha; orchards: about 2 183 ha; wineries: about 1 062 ha; grass land: about 21 758 ha; forestry: about 91 694 ha; fallows and/or badlands: about 53 156 ha cattle: 14/100 ha (total:371 pieces); cows: total: 170 pieces; pigs: 35/100 ha (total:2616 pieces); sheep: total: 9 pieces; total number of poultry: 169023 pieces; total number of horses: 92 pieces; total number of rabbit: 3121 pieces; total number of bee-families: 573 pieces I could not get any information from the concerned offices 2083,3 ha According to the latest surveys (2006) the agriculture households spent about 198 million HUF (689 895 Eur); 2,8 pieces of tractors/100 ha; 1 combine harvester/120,5 ha forestry: 45 370 ha; oak 18%; beech 8%; turkey oak 10%; hornbeam 9%; acacia 5%, other hard foliage 3%; other soft foliage 1%; pine tree 45% Detailed additional information on structural analyses: The many-colored economic-geographical conditions in the region, the high level of qualification and language knowledge of the local, as well as our historical traditions, the fruitful coexistence of different people (Hungarians, Germans and Croatians) and the cultural diversity deriving from this have fostered the development of an open and attractive region. This is justified by the versatile cultural programmes, the intensive cross-border and international relations as well as the development of co-operations both on regional and sectoral basis and the settlement of significant domestic and foreign businesses here. The rural character is mixed by age-long civic traditions of urban life. Kőszeg had been promoted the rank of the royal town in 1328, while in 1648 it became the only royal town of historical Vas county. Csepreg had been a significant market-town since 1390, one of the early centres of Hungarian protestantism. Besides the two historical town Bük has become a town due to the fast development of its internationally renowned spa resort in the past decades, the third most visited one in Hungary. The urban status has brought the life old traditional civil organisations, lively cultural and social life as well as the co-operation of business in trade and tourism. Natural and built environment The region stretches from the foothills of the Alps (Kőszeg-Mountain) to the flatland along the rivers Gyöngyös and Répce. Despite its relatively small area it can boast of a varied landscape. Beside the two small rivers there are several brooks and artificial lakes of significant size, which are fed by many springs located mainly in the mountains. The subalpine climate is determined chiefly by its proximity to the Alps. The climate is colder and wetter than the average in Hungary, with lower number of sunny hours during the year. The climatic conditions make this region suitable for the treatment of respiratory disesases. The Kőszeg-Mountain is the habitat of many rare, protected plant and animal species. The Kőszeg Landscape Protection Are is managed under the auspices of Őrség National Park; out of an area of 4300 hectars 550 hectares are strictly protected. The mountain slopes are covard mainly by orchards, wineyards and chestnut yards. Fruit-farming has a centuries-long tradition in the hills around the town Kőszeg. Kőszeg is ranked as the fifth richest town in historic monuments in Hungary. The medieval downtown tohether with the Jurisics Castle has survived almost intact. The town can boast of altogether 175 listed and just as many locally protected buildings, many of them still in their original function (townhall, hotel etc.). The enormous Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 63 historical and cultural heritage is displayed in several museums. Smaller settlements in the region possess similar built heritage, as well. Infrastructural characteristics The public road network of the region is fairly dense, the connection between the settlements as well as the accessibility to main roads is ensured. The main road No. 87 provides a link to Austria and the county town Szombathely, too. The main road No. 84 run on the northern edge of the area and provides connection to the axis Vienna-Sopron-Lake Balaton. In the east the main road No. 86 – the most relevant north-south transport axis – will have been reconstructed as a clearway by the year 2015. The expressway No. S31 in Austria leading to Vienna lies only 16 kilometres from Kőszeg. The two frontier crossing points to Austria are at Kőszeg-Rattersdorf and Bozsok-Rechnitz. The crossing pint at Zsira-Luttmannsburg is available for cyclists and pedestrians, similarly to the ones for wanderers near Hétforrás (Seven Springs) and the peak of Írottkő. The cycle path network is failry built up in the region and is used mainly for tourism purposes. The main railway connection in the region running between Sopron and Szombathely has been electrified and reconstructed lately. An industrial railway track can be found at Bük and Tormásliget. One of the crucial prerequisites of the economic development is the construction of the industrial track from Bük to Csepreg industrial area. Another important task in traffic development is the reconstruction of the former connection between the branch line Szombathely-Kőszeg and Austrian railway network. The railway traffic is well completed by interurban and long distance coach lines in the direction of Sopron, Bük-fürdő, Szombathely and Oberpullendorf. In the wider area there are several airports: Vienna-Schwechat (125 km), Sármellék (115 km), Graz (140 km), Bratislava (150 km), and Budapest (230 km). The public utilities (electricity, gas and water) are fully supplied, while the sewer system is built up in most areas. Waste management is highly developed in the region. Landline telephone is available in all settlements, and with the development of ADSL and Mobile-Internet technologies the Internet access in the region is good. The conditions in the region give a great chance of utilising renewable energy resources, by which energy dependence can be decreased, the local economy can develop further, new enterprises and thus workplaces can be established. Population and employment 2 The region is home to 29.000 people, the densitiy of population is 78,4 people/km . The rate of the economically active population is 60,6%, in accordance with the county and national average. The level of qualification and language knowledge of the local population is higher than the county average. The proximity of the region to the adjacent Austria and also the great number of foreign businesses contribute to a higher than average working culture. The region is characterized by the centuries-long coexistence of several minorities. Croatians – the biggest minority group here – live mainly in Kőszeg, Csepreg, Horvátzsidány, Peresznye and Ólmod. Germans live in Kőszeg, Kiszsidány and Csepreg. Employment, unemployment In the past two decades the economic activity of the population has changed significantly. The labour forces becoming jobless after the transformation were taken up by both the industrial investments and the fast developing trade and service sectors building up in the region. But still a local labour reserve is present, which can be mobilized by fostering the development of new workplaces. In the region commuting to the central settlements is becoming more and more dominant, mainly to the county town Szombathely and the adjacent Austrian areas, the latter offering much better working conditions. The local economy was also affected by the turbulence of the economic crisis, but fortunetly only slightly. The number of registered job seekers – depending also on seasonal effects – is usually around 1.000. Economic characteristics The structure of the local economy manifests a varied picture. One of the dominant sectors is tourism but there are significant enterprises in industry as well. From the point of view of employement the service and educational sectors have an outstanding role. The main industrial areas are located in the outskirts of the town and along the main road No. 87, functioning as an agglomerate axis. The major actors in the local economy are Nestle pet food factory and wholesale Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 64 company VOG in Bük, Uniriv Ltd. producing metal goods in Csepreg, the cable assembly factory of Kromberg&Schubert Ltd., the underwear manufacture of Kőszeg Clothing Factory Inc., the ampoule factory of Schott Forma Vitrum Ltd., in Lukácsháza and steel structure manufacture of Szőnye Ltd. in Gyöngyösfalu. The most important actors in food industry are Soproni and Co. Ltd with bakeries both in Kőszeg and Csepreg and the mineral water bottling hall of Alpok-Aqua Ltd. in Horvátzsidány. Fruit-farming is growing steadily in the region, especially wine-production in Kőszeg and Lukácsháza, all belonging to Sopron Wine Region. There are still several attractive investment opportunities in the region. Their utilisation can strenghten the local economy, and by means of the value-creating work of the inhabitants business owners may also profit. Registered enterprises Region Vas County Number of registered enterprises 2011=100,0 Selfemployed Cooperative 3 982 124,3 2 989 993 Out of cooperative enterprises Number of enterprises/100 inhabitants Ltd.=520 Lp.=336 35 944 124,4 26 007 9 937 Ltd.=5 425 Lp.=3 273 The number and density of enterprises is in line with the county average. 137 138 Tourism Tourism is concentrated mainly on Kőszeg. In 1997 Kőszeg – following the Austrian pattern – Hungary’s first nature park was established with the partnership of 14 surrounding settlements. (since then we have 16 partners). The main task of the Írottkő Nature Park is to show the natural and cultural attractions scattered along the area as well as to coordinate activities in the field of tourism. The Kőszeg-mountain attracts mainly those people who seek active recreation. The area with developed wandering route network, several natural treasures and the outstanding cultural heritage of the town Kőszeg is a popular destination for hikers. Thanks to the development in the field of ecotourism, Írottkő nature park was awarded the EDEN (European Destination of Excellence) Prize of the European Commission in 2009. The region makes great efforts to enhance the number and quality of tourist attarctions. Among others the renewal of town centers, the renovation of the Jurisics castle, promotion of traditional local products and winetourism as well as the great number of spectacular events all point to this direction. Facilities in cycling and horse-riding tourism are also improving. Accomodat ion capacity Accomodation capacity and guest nights Commercia Accomodati Numb Number of l on/ 1000 er of staying in accomodat inhabitants guests commercia ion l accomodat ion Region 9 583 4 770 330 Vas county Western Transdanu bia 18 902 11 940 72 84 080 47 289 84 173 753 401 349 1 459 268 151 480 360 047 1 323 931 Numb er of guestnights Guest nights spent in commercia l accomodat ion Avera ge stay (night s) 720 737 1 333 562 4 719 395 583 311 4 1 105 442 3 4 041 252 3 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 65 4.5.2. SWOT-ANALYSIS Strengths Nature /mountain character/ tourism & industry unique, subalpine climate attractive natural environment, special natural values Weaknesses neglected areas in the mountains, neglected picnick areas and barrack buildings Opportunities enlargement of touristic attraction, development of walking tours Threats lack of activity buildings, institutions waiting for renovation and accessibility lack of experts and labour clean air aging population, migration of younger generations from the town and from the mountainous areas weak communication amongst the leaders financial problems (marketing communicational materials) raising the significance of environment consciousness and power management raising of inland tourism, support system cooperation of borderregions appreciation of unique natural and cultural values lack of fund state of water (rivers, springs etc.) is good areas and settlements of Írottkő Nature Park areas of Őrség National Park lack of retention motivation of local production and boosterism of economy through it new workplaces prosperous geographically berth, good soil even local people do not know the concepts of the Nature Park and National Park and the possibilities in the Kőszeg-mountains lack of evening-events in the towns there is no beach development of cooperation of local farmers significant wine-fruitvegetable farming positive attitude in favour of the marketing of local products: organising of programs, events etc. attendance of local products: wine, honey, herbs and spices built walking roads and study paths in the mountains rich flora and fauna in the Kőszeg-mountains proximity of borders (Austrian, Slovenian) there is no appropriate worked out strategy for economy development lack of complex touristic programs seasonality of events touristic marketing is not active enough regulation of markets enlargement of thematic routes EU-tenders closer cooperation with Association of Hungarian Nature Parks development of wine tourism use of renewal energy (connected to mountain- isolation aging of inhabitants and this endangers the succussful implementation of development plans association of agricultural companies and producing coops were broken up that is why there was no association or alliance that help the cooperation of farmers agriculture is overruled the burocracy makes the developments difficult difficulties of EU supports appearance of mass products without consistency the mountainous areas will become endangered less guest nights licence and rules of ÁNTSZ economy situation becomes worse Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 66 Strengths advantageous facility of tourism: valuable natural environment and beautiful landscape, rich in cultural values, programs arts and crafts traditions touristic traditions and experiences existing values for our new initiatives connected to the mountain character, with support they are absolutely implementing projects Weaknesses Opportunities projects, tourism etc.) development of ecotourism Threats bio-products active tourism: green ways – bicycle tourism LEADER complex programpackages implementation of the Green Mountain project initiatives Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 67 4.5.3. INTERVIEWS GREEN MOUNTAIN Interview – Béla Básthy, deputy mayor of Kőszeg 1. In which field are you mainly working? I am the deputy mayor of Kőszeg and one of my tasks is to deputize the town in the Association for Írottkő Nature Park. The Hungarian Nature Park Association chose me its chairman in December 2011. I am the member of the Vas County General Meeting, too. My original profession is German teacher and interpreter; in this way I had the chance to have an overview on the cross-border tenders, especially on the area of sustainable co-operations (Nature Parks, Employment Pacts) and touristic projects. 2. I would kindly ask you to take a little time to think of your region. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? Determining characters of the region are the nearness of the Austrian border, big distance from the Hungarian economic and scientific centers, underdevelopment of infrastructure, advanced civilization, natural environment in relatively good state, rich built and spiritual, cultural heir, relative improved business- and work culture. The main strength of the rural development in our area is the relatively developed culture of co-operation. Inhabitants of this area could realize numerous of great project sin the framework of business- and municipal co-operations. The establishment of Írottkő Nature Park played a pioneer role but lot of projects (regional sewerage system, creation of access for ADSL Internet, procurement through consortiums of local enterprises etc.), independently from the Nature Park justified the benefit of co-operation for regional actors. Deepening of the culture of co-operation can help in that region will be able to produce competitive products, services on international level, will be active in process in the large regions and become attractive destination. It is important for this region to become more independent in the food- and energy industry and trade and services. 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years´ time – what would you be able to describe in the region in terms of: appearance of landscape regionally produced products/specialties regionally operating economic sectors how the sectors and the civil society are organized – what institutions will be managing rural development I do not expect significant change in the landscape in the next ten years. It would not surprise me if the areas, used for grapes and fruit production, grew and I would consider it very important to connect the regional tourist information systems together. Touristic, economic use of the area of Abért Lake (between Kőszeg and Lukácsháza village) would lead significant change in the view in our closer region. Kőszeg-Mountain will be more cared than nowadays with the carefully, strict selection of different protected areas and fields for active sport functions. Differences between the image of Hungarian and Austrian areas will decrease, KőszegMountain will appear with a unified offer on the touristic market. Renovation of available folk architectural values and monument buildings will happen with touristic, identity strengthening aim. Villages of the region attract more settlers, the aggregate life quality raises, we can find less empty houses in the villages. Regional co-operation generate the leading the development of new local products to the markets consciously. Improvement of local products, process of becoming entrepreneurs are monitored actively and helped with trainings and consultations. The developing tourism is significant market of local products beside Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 68 GREEN MOUNTAIN Interview – Béla Básthy, deputy mayor of Kőszeg the more conscious consumer behavior. Settlements try to support the local products and goods which strengthen the identity of these settlements. Concretely I expect improvement in the fruit processing, in production of local food and arts and crafts. The determining sectors of the region are the tourism and services and we still fight with the influence of Austria on the labor market. (Active people go to work to Austria) As our area has good natural qualities, its role strengthens on the field of recreation, weekend relax, entertaining. The region develop into an excursion destination, the service sector, belonging to it, builds not only on the field of gastronomy but other entertaining facilities. There is improvement in the infrastructure (transport) between Kőszeg and Szombathely. Significant step can be experienced in the power supply of the region for the benefit of local renewal energies. Role of counties will be strengthened in harmony with the intention of the state on the area of rural development. Unnatural isolation of towns over 100 000 inhabitants will cease (see LEADER in Hungary nowadays). As the system of educational, medic and social supply is centrally organized, the importance of the rural development is raising in the co-operation of regional actors against the institutions maintenance. The actors next to borders will recognize their common interest, therefore the cross-border rural developmental co-operational platforms; permanent, ruled co-operations will come into existence. 4. Could you please name the three most important strategic/overall goals in rural development in your region? 1. 2. 3. 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? - - - 6. Strengthening and deepening of co-operation amongst actors, formation of local associations in every economic sector. Assurance of life quality expected by modern people on every settlements of the region with further improvement of the infrastructural conditions, build on special draw of good natural, environmental qualities. Strengthening of business activity, local economy, value creation: start and support of enterprises with local seat, employing local labor power, owning strong positions on the local market. The economically more strong position of the neighbor Austrian areas and Szombathely, the employment outside of the micro-region achieves a permanent critic level and the area can become a “sleeping area”. The lot of tiny touristic attraction and service cannot understand the significance of common destination marketing, do not co-operate, do not build an intensive system of tourist information, though it is the basic condition of the touristic success of the region. The management of the regional enterprises, service, civil associations and institutions does not own that knowledge with that they will be able to win and enjoy the benefit of the Union and national supports, we lose the opportunity. What are the necessary steps – from your institution – to meet the above mentioned goals? - Municipalities, especially municipality of Kőszeg (as the determining town of the region) has to support the formation of different systems ready for innovation, co-operation, grabbing of possibilities, common responsibility taking. - Development of infrastructural conditions and services determining the life quality with the help of outer sources and partner co-operations. - Support of site development, business co-operations, forming of local rules supporting of the business activity (tax system, laws on local level etc.). Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 69 GREEN MOUNTAIN Interview – Béla Básthy, deputy mayor of Kőszeg 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? - - 8. start of new co-operations: Castles around the Kőszeg-Mountain is a great possibility for a high cultural programs / cross-border cultural-touristic co-operation of settlements (Kőszeg, Lockenhaus, Bernstein, Stadt Schlaining) further improvement of the railway between Kőszeg and Szombathely realization of the bicycle road system in the region Touristic use of Abért Lakes Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? - Strategic and developmental documents of Kőszeg town and its microregion Integrated Town Development Strategy of Kőszeg municipality documents of LEADER association employment analysis and development strategy of Kőszeg and Felsőrépecementi Microregion Employment Pact economic improvement documents in the framework of REGIONET Aktív project Reports and planning documents of Vas County Work Center, Chamber of Agriculture etc. GREEN MOUNTAIN Interview – Dr. Markovics Tibor, director of Őrség National Park 1. In which field are you mainly working? Nature protection, public administration. 2. I would kindly ask you to take a little time to think of your region. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? Beautiful, attractive landscape, little town with significant, historical past and tiny, friendly villages. Tourism has age-long tradition in this area. The oldest and most active nature park in Hungary organizes the touristic development of the region. 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years´ time – what would you be able to describe in the region in terms of: appearance of landscape regionally produced products/specialties regionally operating economic sectors how the sectors and the civil society are organized – what institutions will be managing rural development Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 70 GREEN MOUNTAIN Interview – Dr. Markovics Tibor, director of Őrség National Park 4. • Hopefully the landscape and the built environment will keep its charm invariably, that evolved during the past decades. • Beside the traditional wine-growing, the culture, which evolved around the chestnut, is popular and well-known again and fortunately this can be recognized, for example: chestnut festival in Velem. • Beside tourism, the cooperation of wineries and other local producers (for instance: beekeepers, dairymen and other traditional artisans) and the deepening of already existing relations can be waited. • The Association of Írottkő Nature Park will be the main leader of the regional touristic developments. They will form the touristic segments of rural development together with the local farmers, nature protection and other civil associations. Could you please name the three most important strategic/overall goals in rural development in your region? Creation of a beach at the Abért Lakes (next to Kőszeg) Touristic use of the one-time, today standing empty, border guard barracks Development of village tourism - 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? The maintenance of the building system for the Association for Írottkő Nature Park that is wellworking, and its formation into Touristic Destination Management (TDM) Continuous service of the built infrastructure Start of conference tourism which is mainly planned in the area of the Ball House in Kőszeg - 6. What are the necessary steps – from your institution – to meet the above mentioned goals? Continuous, constructive contact in favor of good co-operation Designation of possible ways through the creation of development plans - 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? We have a winning tender for the development of Chernel-garden (Kőszeg) - - Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? There is not any but we have new ideas continuously for what we try to find tender sources. Are there project ideas, without application yet (i.e. with high maturity in terms of planning but Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 71 GREEN MOUNTAIN Interview – Dr. Markovics Tibor, director of Őrség National Park without financing)? For instance the water complex planned at the Abért Lakes. 8. Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? No, but the forestry management plan of the region is being prepared which contains such elements, too. Summary Interviews with five people were made and the conclusion is very unequivocal: They had similar opinions about the situation of our region and see the state present and future alike. The region has to fight with the following difficulties: - aging population, depopulation, migration - mass of ceased workplaces - difficult or bad social circumstances - narrowing services - low level of businesses - weak local civil sphere - loss of existing values and traditions etc. The region has breaking out points but most of the times people cannot live with the opportunities because they try to achieve their aims separately and think in short-term periods. The most important and successful key would be the co-operation and long term processes. The country, the region, small towns and villages have advantages and these benefits have to be used to make this area strong and prosperous. Advantages: - favourable territory and life possibility - good soil - rich cultural heir, natural values, gastronomy traditions - agriculture - qualified craftsmen - rich in thermal water etc. - tourism - fruit, vegetable, wine, honey As they see, the future is in the co-operation and different tenders, projects. Cross-border projects have great significance and what the region has to develop is the infrastructure, market of local products, marketing of local products, tourism, services and improvement of economy. Developmental areas are community, culture, human resource development, nature and environment protection, social programs. There are facilities to find help, these are the Leader, New Széchenyi Plan and Rural Development Strategy Programs, but they Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 72 have their disadvantages beside their advantages: they do not support all kind of projects, most of the time it is difficult to find source for the improvements, renovations, etc. But the most important thing and solution would be the co-operation of inhabitants, entrepreneurs, leaders, every people who live in the given town or village. 4.5.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Development of wine culture and wine tourism in Kőszeg microregion IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity Hungary is situated in the Carpathian Basin in Middle-Europe. 50 % of the territory of Hungary is plain. The Great Plain can be found in the eastern part of the country, where most of Hungary’s crops are grown. Hungary has two main rivers: the Danube (417 km long in Hungary) and the Tisza (598 km long). Both rivers flow in North-south direction and divide Hungary into 3 parts. The area between the Danube and the Tisza is plain. The territory west from the Danube, including the warmest sweet water lake (Balaton) of Middle-Europe, is a hilly country. Hungary has a chain of middle-high mountains. The Transdanubian part is mainly mountainous, with the exception of the northern region, which is called the Small Plain. The Transdanubian Mountains, west from the Danube, are 400-700 m high. Parts of the mountains are: Keszthely mountains, Bakony, Vértes, Gerecse, Pilis and the Visegrád mountains. The Northern Mountains (500- 1000 m high) extend northeast from the Danube. Parts of the mountains are: Börzsöny, Mátra, Bükk, Cserhát and the Zemplén mountains. The highest peak in Hungary is Kékes-tető (1014 m) and located in Mátra Mountains. Considering its natural resources, our county bordering Austria and Slovenia has one of the most varied landscapes in Hungary. Its therapeutic, thermal waters are the most significant advantages of this area rich in heritage. Vas County is to be found in the western part of the country in Western Transdanubia. It has more than 268, 000 residents and its area is 3, 337 square kilometres, making it one of the smallest Hungarian county, only KomáromEsztergom and Nógrád are smaller. To the west of its borders are the Austrian province of Burgenland, southwest Slovenia, while its Hungarian neighbours are couple of counties such as Zala on the south, Veszprém to the east and Győr-Moson-Sopron County to the north. The county capital is Szombathely. Other towns are Bük, Celldömölk, Csepreg, Körmend, Kőszeg, Őriszentpéter, Répcelak, Sárvár, Szentgotthárd and Vasvár. Although almost half of the total area is flat, the western portion of the county consists of a medium-size range of hills while the southwest belongs to the Transdanubian Hills. As a result of Atlantic influences the weather is somewhat cooler, but more balanced than most other parts of the country. The clean air together with the sub-Alpine climate draws many visitors here. Kőszeg and its suburbs located in the western part of western Transdanubia and the northwestern edge of the county. It is bordering Győr-Moson-Sopron County and the Province of Burgerland in Austria. Its neighboring surroundings are: Sopron in the northeast, Csepreg in the east and Szombathely area in the south. The core of the area is Kőszeg which is situated 20 km from Szombathely, 124 km from Győr, 254 km from Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 73 Budapest 109 km Vienna and 117 km from Graz. The area of this suburbia is 185 km2, it is the smallest amongst the 9 microregions of the county. The following settlements belong to these regions: Kőszeg, Horvátzsidány, Kiszsidány, Peresznye, Ólmod, Kőszegszerdahely, Cák, Kőszegdoroszló, Velem, Bozsok, Lukácsháza, Gyöngyösfalu, Kőszegpaty, Nemescsó, and Pusztacsó. Kőszeg is the baroque pearl or the jewellery box of Hungary. It is charming, almost 800 years old town but its history can go back earlier, into the Roman’s time. It is situated 2 km from the Austrian border, about 240 km from Budapest and 100 km from Vienna. The population is low with its approximately twelve thousands inhabitants. The county capital is Szombathely and is only 20 km from here. The town lies at the foot of the Alps and the river bank of Gyöngyös. The old buildings and houses on the Main Square, the Jurisich Square and the Jurisich Castle tell stories about the rich history of the town. The Main Square, with its beautiful fountains, nice restaurants, cafés, little shops, is very imposing and here can be found the biggest church of the town, the Church of Jesus Heart. The Jurisich Square is the old-town but it is under reconstruction now. It can be reached through the Gate of Heroes, and the Tower of Heroes which is above the Gate. Here is the Town Hall and many old buildings in baroque style, the Jurisich Castle and various museums: History Museum, Castle Museum, Pharmacy Museum, Wine Museum and an archive. Írottkő Nature Park Association Írottkő Nature Park is named after the highest peak in Transdanubia, located at over 882 m on the Hungarian-Austrian border. In 2009 the Nature Park was awarded the „Best Emerging European destination of Hungary” and now the Nature Park is entitled to the use of honoring „European Destination of Excellence” (EDEN) title. The implementation of the idea of Írottkő Nature Park was formulated as far back as in the late 1980s. A Hungarian-Austrian ambivalent committe was formed for the foundation of Fertő-Hansági National Park and they started the preparing work. On the Austrian side the factual work was begun in 1994. It came to the ceremonial opening of the Geschriebenstein Nature Park on 16. May 1996. Its consistent area on the Austrian side runs along Rohonc (Rechnitz) and Léka (Lockenhaus) municipality. On the Hungarian side first the Írottkő Nature Park has extended to – beside Kőszeg Landscape Protection District – six settlements, namely Bozsok, Cák, Kőszegdoroszló, Kőszegszerdahely, Velem villages and Kőszeg administrative area. Additional settlements joined to the Association in December 2000: Peresznye, Ólmod, Kiszsidány, Horvátzsidány, Lukácsháza, Gyöngyösfalu, Nemescsó, Kőszegpaty, Pusztacsó. Aim of our Nature Park It is considered being unique regarding to that it involves contractors, enterprises, local governments at the same time, first the Fertő-Hanság National Park, then the Őrség National Park, the Szombathely Forestry PLC, furthermore civil associations and organisations that consider the nature and its protection very significant. The aim of the association is the elaboration and reconciliation of conceptions relative to the development of Írottkő Geschriebenstein Nature Park: the aligned improvement of the natural and constructed environment, tourism and economy of the concerned settlements; educational objectives in nature and environment protection of the Nature Park; furthermore continous and close contact with the Austrian Geschriebenstein Nature Park within the confines of cooperation stretching across the borders. Our long-term goals are coordination and developmental incorporation between two neighboring Nature park. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 74 Kőszeg Város és Vonzáskörzete Többcélú Kistérségi Társulása (Kőszeg Town and District Microregion Association- self-explanatory) It was founded on 24. June 2004. Their scope of duties is organising public services in the town. The aim of this establishment is that to combined local government whom assuring that public service for the resident in this microregion is the highest professional standard and done by more efficiently and economically. BACKGROUND What’s the idea behind the activity/product? Kőszeg and its environs is one of the oldest wine growing area in Hungary. Wine culture includes grape, wine production, wine trade, and wine consumption. The quality system of tradition building on eachother over time. Originated from people and minorities dealing with grapes and wine. Kőszeg’s wine belong to the traditonal wine culture. Old memorials from the Romans age (Bacchus monument) witness that grape-growing was started 2000 years ago. Numerous buildings have the mark of wine making. For instance facades of the houses in Gyöngyös street, the Main Square’s buildings in classicist style are decorated with grape motives. The Kapásházak (House of hackers) are at the entrance of the Hegyalja street, entering it more cellars can be found from the 1700-1800s. At the time of the Anjous, King Robert Carl gave wine export licence to the town in 1341, in this way the Kőszeg wine could get to the Austrian and Silezian markets. Later the patent of the town was confirmed in 1404 (at the time of King Louise the Great and King Sigmund), people did not have to pay tax or „thirtieth” after the exported wine. The following war time tried not only the town and its inhabitant but the grape plantations. King Matthias let the wine tenth and mountain duty off motivating the growers to resettle the damaged grapes. According to one of the mountain tax book from 1552, grapes were grown on 357 hectares in this region. „Book of Vine Branches” has been recorded since 1740 regurarly. It is very valuable from more point of view and it is unique in the world. On St. George’s Day, 24 April grape shoots are perpetuated every year. The size of the wine-lands decreased at the end of the 1800s because of the damages of the filoxera. The pest was recognized in Hungary in 1875 but it was supposed to make damages in Kőszeg before the turn of the century. The extremity of the damage took from the 1800s until the end of 1920. Mountain Community established graft settlements in 1904 but they could not compensate the area decreasing. Other main illness was the (grey) rot that endangered the crop in autumn. They could defend agains it only with early harvest. Two world wars contributed to the negligation of plantations. Grapeand wine production stopped for a while. Wine-growing co-op was founded in 1894 (Kőszeg Wine-growing Co-op) which transformed into mountain community in 1913. In 1955 winegrowers tried to establish a grape-and fruit-growing agrarian association. Their main aim was joint marketing and resettling of grapes. Wine-growing flourished again in Kőszeg. In 1916 deployment of first large-scale wine-lands happened on Napostető (2 ha). The area was enlarged with 2, 5 hectares between 1974-1976. After a new transformation they became Association of Wine-growers and Sellers in 1991. Later some plantation owner established the Kőszeg Mountain Community (21. June 1991.). New generation evolved amongst the other grape-growers, new plantations were established in Kőszeg. Eight-ten growers deal with wine-growing on more hectares. Kőszeg’s wines are more valuable than being realized Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 75 only on local level, tourists consume them with pleasure, they are worthy participants on different events of the town. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? Our initiation, development of wineries and wine tourism has more aims. We want to achieve recovery of economy and tourism, push an advantage of locality and climate of the area. Lasting knowledge with traditional inheritance of experience is most important in the town with strong tradition not only has to adapt to the globalization but it has to take advantage of it. It is significant to stay open and innovate in a way that tradition should find its function. Initiation considers fundamental tradition of enology, its intellectual and material value and their protection. We would like it if tradition continued, younger generations carried on and deepend the already existed knowledge developed the winegrowing areas and wineries. Production of wine is always related to tourism closely. Shortterm aim is development of wine-gastronomy-tourism in the town and its environs that serves claims of the wine fans and consumers. We would like to receive more visitors and make them stay with package tours which include various programs connected to the wineries. There should be constant possibilities to taste local foods and wines on guest tables in our little villages. We would like to assure the facility of ramble on wine routes to the visitors coming into our region. One of the condition is the improvement of fundamental structure of tourism. Presently there are one three-star hotel and one two-star hotel in Kőszeg, beside these, nice, familiar inns solve the accomodation of the guests. Quantitative and qualitative changes should be accomplished, build hotels which serve every kind of claim both in capacity and supply and they are suitable for arranging conferences. Mountains, forests, springs around Kőszeg are the favourite places of tourists, the Írottkő Nature Park won the title of European Destinations of Excellence – based on its ecotouristical supply and development – not in vain in 2009. It would be useful investment for touring visitors to establish so called green houses. We would get environmental friendly (passive) houses built with eco-touristical improvements. We would use energy –efficient solutions (solar collectors, water recycling, recycled furniture, equipments) so the houses would fit into landscape, would not change it. The number of visitors could be increased with creation of tourist attractions and improvement the already existed ones. These are for instance: more walking path, advanture routes and parks, organising interactive exhibitions in the museums, but the empty field of the local beach could be used as aquapark. The subalpine climate of the Írottkő Nature Park raise our area amongst the cleanest region of Hungary. The great influence of the clean, healthy air is appropriate for treatments of allergic-asthmatic illnesses. Beside these development plans, gastro-and wine tourism has a great significance. Trips to the wineries, wine tasting are loved. Promoting of the already existed wine routes and the Kőszeg Winehouse would have beneficial results in the tourism of our town. Improvement of wine marketing takes a longer time. First of all, new implamanted areas are needed, moreover the enlargement of the equipment park is unavoidable. To receive more guests with qualitative services, the growers should be relieved, new labor coating is needed. Touristic investments bring economic development, furthermore the relation Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 76 amongst specialists would become stronger. There would be facility for creating workplaces, helping enterprises. RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. In our case we differentiate two main resources (human and knowledge resources) which are completed with information and communication techniques and such places where programs connected to enology can be held. Under human resources we mean the following wine-growers and their wineries: - Alasz Winery - Cserkuti Winery - Jagodics Winery - Kampits Winery - Láng Winery - Stefanich Winery - Tóth Winery - Co-op of Wine-growers and Sellers Different associations and organisations contribute to keep the traditions of winery in Kőszeg and they help in the arranging of events connected to it. Moreover they try to make the local wines and wine consumption popular. Kőszeg és Környéke-Vaskeresztes és környéke Hegyközség (Kőszeg and its environs-Vaskeresztes and its environs Mountain Community –selfexplanatory) Main professional organistaion. It deals not only with common duties but organizes wine contests, gives out certificate of origin. The present Mountain Community was founded in 1996. It takes part in organising of Kőszeg’s great events connected to wine like the „Book of Vine Branches”, Kőszeg Harvest Festival, introduction of the new wine on Márton’s Day. Beside these programs they arrange town and county wine contest every year and an international every second year, professional lectures, trips to wine countries in Hungary and abroad. Its president is: Kornél Stefanich. Association of Wine Fan It was founded on 9. January 1999. with twenty-four members. Their aim is to keep traditions, creating new ones, to get to know Hungary’s wine countries. Beside their common meetings they take part in professional lectures, trips to wine-growing areas. Association of Kőszeg Wine Fan Ladies It was established in 1999 with twenty-two members. They have a serious role in foster of the Kőszeg wine culture. They take part in wine festivals regurarly, the implemented idea of Wine Queen Contest is originated from them, too. They act for theirself on every professional events, it is very significant to them to make Kőszeg’s wines popular. The competition of savoury snack, which makes one relish wine, belongs to their name. Moreover they arrange the Wine of Ladies selection, take part in markets, organise the Wine Ball. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 77 Írottkő Nature Park Association The association has a big role in the Kőszeg wine-growing. The Kőszeg Wine Route was established with their support in 2004. They get the prospectus, information boards, placards making the Wine Route popular done. They are very active in organizing and arranging of different events. These programs attract many tourists, that means fame and good income to the town. Information and communication background At present wineries and their products are promoted in brochures. On one hand the winegrowers get these prospectus done, on the other hand the Hungarian Chamber of Commerce and Trade published brochures. Beside the information leaflets almost every winery has its own webpage. Láng Winery www.langpinceszet.hu Tóth Winery www.tothpinceszet.hu Kampits Winery www.kampitspince.hu Alasz Winery www.alaszpince.mindenkilapja.hu Common webpage www.koszegibor.mindenkilapja.hu Places where wine tasting, lectures and other events can be arranged beside the wineries: Kőszeg Winehouse Kőszeg Winehouse is worthy preserver of the wine culture. Grape- and wine history, traditional equipments of grapes processing and vinification are introduced in the House. The wine shop of Kőszeg Winehouse show the wine supply of the members of Kőszeg Wine Route (ten wine-growers). Kőszeg is a wine country specialized in red wine traditionally. Blue grapes, - first of all Blue Frankish, Zweigelt, Blauburger are dominant. Content of grapes changed in the last period, wine supply of the growers flared: new types of grapes, new wines appeared. Wine shop It can be found in an art relic street of the historical downtown, in the neighbourhood of the Jurisich Castle. It is in a beautifully renovated art relic building. Local wines, their history and characteristic features are introduced during wine tasting. IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? We give help in the enlargement of Kőszeg’s wine market, in the creation of demand. Cooperation of wine-growers has to be advanced. It would be important to found a „Producer-Marketing Organisation (TÉSZ) (growers, who live from the vegetable-fruit sector, join together to constitute a non-profit organisation. They can decrease the charges sitting upon them and they can increase their competetiveness through marketing the individually produced goods together). Development of the institutions, which support the direct getting of wine into market, have to be continued. The Írottkő Nature Park Association work out suggestions for touristic programs connected to local products and wines: - Organise trainings that strengthen the fastidiousness and professional skills of the growers Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 78 - Assure publicity to the local products and growers of the region on events and in other kind of leaflets - Publish booklets about local products - Help the negotiations with retail trade shops and hipermarkets - Assist the communication of the growers with organising forums Vineyards farm on little area, the growers cannot produce greater amount of grapes and produce wine. The biggest plantation has the size of 15 hectares, opposite this, there are 6070 hectares area belonging to only one grower on the Balaton wine country. There would be possibility to buy empty allotments but the condition of the roads to the wineries are not suitable for transport. The other elemental problem is that these allotments are not supplied with all essentials, large-scale investments are necessary to their modernisation. Ascent locality of the areas make the cultivation with machines difficult. STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. Alasz Winery They have dealt with grapes since 1996. Their grapes plantations can be found in King’s Valley and Borsmonostori-vineyard on 2, 5 hectares. The winery produce mainly Blue Frankish and Blauburger grapes but they have settled Yellow Muscat since 2008. Selling happens from house both in cans and bottles, but not only to final consumers but to caterings and hotels. The winery is suitable for hospitality, they have a place formed for this purpose where 20-24 guests can be received. Their wines have permanent, great quality for the contentment of the buyers. The winery gives a secure living to the family and has possibilities for the improvement. They have won prizes on town, county and international wine contest (at last their Blue Frankish wine of 2009 won gold qualification in 2010). The supply is continous, the wine lasts in the whole year. The winery is run in primary producer and enterprise form. Cserkuti Pincészet They have dealt with wine-growing since 1964. Today they produce wine on one of the traditional wine-growing area in Kőszeg, on the Calvary Mountain. It has a size of 1, 5 hectares. At present they have Blue Frankish, Zweigelt, Merlot grapes. They are successful in town and county wine contests (2009-Zweigelt-bronze). Their wine is sold as bottled and table wine in their house. They can recieve 20-25 guests in their winery on the Calvary Mountain based on previous registration. Frank Winery They prepare their wines with using traditional and modern technologies, during the process they aspire to the wines with fresh, fruity character. Pinot Noir and Rosé from it, Blue Frankish, Zweigelt offer the best part of the choice. An area of one hectare can be found in the Kövi-vineyard which was settled in 2001. They care of the selection of shoots and thinning out of bunches during the grapes maintenance. Mr. Frank was the first Wine Master of the town in 2004-2005. He gives wine tasting with local history lectures, drinking songs learning for the pleasure of the gourmets. Previous registration for wine tasting is neccessary. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 79 Jagodics Winery They have settled grapes plantation of 2 hectares in the Borsmonostori-vineyard. The winery has taken part in numerous national and international competition successfully since 2002. Mr. Jagodics is one of the founder of the European Wine Knights and the leader of the knight chair in Kőszeg. He was the Wine Master of the town in 2005. They grows four types of grapes: Chardonnay, Blue Frankish, Blauburger, Cabernet Sauvignon. Sale takes place at their house, includes bottled and table wine. The customer can choose from six different wines. Wine tasting for groups happens based on previous registration. A suitable place built in the basement is waiting for 10-15 guests at their detached house. They possess a winery in the Borsmonostori-vineyard that is suitable to receive 50-60 guests. Their detached hous is run as an inn where 12 people can spend pleasant nights. Kampits Winery They have grown grapes on 2 hectares since 1985. They process the fruit and sell the wine in their winery which is at the entrance of the Pagains. Here can be found that building of the winery where they store their three types of wine in 225 litres-oak barrels. They offer Zweigelt, Blue Frankish, Blauburger and blended wines according to their own taste (cuvée) for the customers. They take part in wine contest regurarly where they are successful. They have a special place built for wine tasting in their winery. Recieving of smaller groups, friend companies is possible based on previous registration. Láng Winery Tradition of wine-growing and enology in Kőszeg can be found in the Láng Winery. A room for wine tasting is equipped in the hall of the winery. It is very special because there are wooden barrels in it and the post fermentation happens here. It has an amazing environment that reminds the atmosphere of the Buschenschanks (Kapáskocsma-„Hacker pub”), guest can taste the wines in this wonderful place. The growing is run on 5, 4 hectares. Selling of the wine takes place at their house, the winery deliver their products to local restaurants, too. The following types of wines can be tasted in the Láng Winery: Blue Frankish, Blauburger, Zweigelt, Pinot Noir, Syrah, Franc and Purple Kadarka. According to their proffesion of faith, the winery put the emphasise on regional variety of grapes (Blue Frankish, Blauburger). The family deals with white grapes, too (Chardonnay, Riesling Silvani). They do well in town, county and international wine contest, they won the title of the ’Wine of the Town” in 2004. Stefanich Winery They have been engage in wine-growing on 5 hectares as full-time job since 1994. Kornél Stefanich has been the president of the „Kőszeg and its environs Mountain Community” since 2005. He is the member of the European Wine Knights. They established a museum in Kőszeg, where wine-growing equipments can be seen. They produce wine from five types of grapes, Blue Frankish, Merlot, Pinot Noir, Blauburger and Chardonnay can be found in their supply. The noble drink, „Jurisich’s Blood” (cuvée) of the Stefanich Winery became the best wine of the town in 2011. They won the title of the „Wine of the town”. Bottled and table wine is sold in the winery in the Pagains. Wine tasting and demonstration happens at their detached house based on previous registration. 50-60 guests can be received, visitors can view the museum of wine-growing and agricultural equipments. Tóth Winery They have dealt with grape-growing and wine production for 21 years. Their wines were sold in bottled form at first in the town. Their plantations are in the most beautiful vineyards of Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 80 Kőszeg-mountain, the biggest part of them can be found in the greatest contigous area, in the Kövi-vineyard. They grow Blue Frankish, Cabernet Sauvignon and Tramini grapes. Their Blue Frankish won the title of the „Wine of the Town” in 2003. Beside this prize they take part in numerous contest successfully. Bottled and table wine can be bought in their wine shop. Wine tasting can be ordered based on previous registration. Co-op of Wine-growers and Sellers The Co-op was established in 1956, it has 40 members at present. Its grape-growing areas can be found on Napostető in Kőszeg, on 4, 5 hectares. It runs one of the oldest art relic wine-cellar in 25. Hegyalja Street and two more taverns in 10. Rajnis street and 54. Várkör street. Traditional processing features the wine making. They grow Blue Frankish and Zweigelt Grapes. Every member of the co-op has to work 5 days a year in the common vineyard. Horváth Winery Wine-growing area of 20 hectares was settled in the Cseri-vineyard between Kőszeg and Cák in 2001. Visitors can taste Blue Frankish, Zweigelt, Cabernet Sauvignon, Pinot Noir, Merlot, Chardonnay and Cserszeg Spicy wines in their winery. It is a developing winery, they have not dealt with wine-selling yet. Later their enterprise will be suitable to receive groups, companies, and different organisations. The winery would like to get into the markets of Kőszeg and its area, deliver bottled or table wine to restaurants and hotels. Additional resources are the already introduced Írottkő Nature Park Association and „Kőszeg Town and District Microregion Association”. Our main target groups are tourists who visit our town and like the local wines, taste them with pleasure. We would like to familiarize the product of our wineries with more wine consumer and wine lover. The local inhabitants would profit from the developments as new workplaces could be created in the vineyards, wineries and in the area of tourism. Greater number of attendance of events and improvement of our wine tourism can bring significant income, and inhabitants of the town and its environs would feel the great impact. RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. Trough investments like such as, modernizing vineyards and wineries, technical updates of tools and machines, quantity of wine would grow and quality would improve. With appropriate equipments the loads of wine-growers decrease thereby they could settle to more events and increase their being known and trade. With the increase of commodity, wine of the order of much more hectolitres could be produced which make possible not only local trade but agreements with wholesale trades. A bigger local winery employment opportunities helps multiple families with agricultural work in the period from spring to late autumn. This development would have a positive effect on creating good long standing jobs, as it is not only about agricultural work and char (PR, marketing, tourism, administration and professional activities). Civic events connected to wine-culture would get more prominent role and attendance than ever because the wine as cultural object, communication tool became fashionable in everyday life. St. Georges’s Day (24. April) Special local events which was developed from a medieval legal custom. „Book of Vine Branches” has recorded since 1740. Vine-shoots are drawn in it every year. This practice is Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 81 such tradition that cannot be found in other European wine-growing regions. County winecompetition is usually arranged on the day before the drawing of shoots, and there is an international wine-competititon with national and international jury members every second year. During the 3-days celebrations different wine tastings and professional lectures are held and listened to. Kőszeg Harvest and International Wind-band festival Kőszeg’s very special event which set the most people in motion. The 3-day series of programs have been the central event of the county for more than 20 years. The last weekend of September pivoted on wine every year. On the first evening of the festival it comes to the Wine Queen Competition, whose mandate is valid for a year. Selection of the wine of the town takes place at the same time with the Wine Queen competition. Members of the representative body quality the wines on the grounds of official wine competition rules. That wine can bear the title of the „Wine of the town” which achieves the highest score. Kőszeg represents it on protocol events for a year. Wine Ball The first County Wine Ball was arranged in Kőszeg in 2004. The title of the „Wine Master” can be deserved on this evening. During the program tasting is given. Whose wine is liked the best by the audience, becomes the „Wine Master” of the town for a year. It is important to talk about the Wine Route, its development would dispaly a positive effect directy in the view of wine tourism. On the initiation of the Írottkő Nature Park Association and the Wine fan Association the wine-growers in Kőszeg established the Kőszeg Wine Route in 2004. Effected growers would like to produce the wine not only for the local market but familiarize their wines on national and international level. They set the aim of production of qualitative wine, wine-marketing, and creation of the conditions of hospitality. Eight growers joined to it who have formulated fundamental criterias: - Qualified wine has to be possessed (by OBI-National Wine Institute) - Bottled wine, own label - Suitable place for hospitality - Individual and grouped hospitality, giving wine tasting - Given opening hours The logo of the Wine Route was done in 2004, together with information boards with the same image elements. RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? A, Size of the vineyards The base of every activity is commodity. One of the main problems is that this commodity is still very little, there is not enough wine. At present there are 100 hectares of vineyards altogether.Growers posses 2-4-6-10 hectares of plantation, there are two growers with more than 10 hectares but these areas don’t exceeds the 15 hectares. In contrast with Hungary’s other wine-growing regions where 60-70 hectares of vineyards belong to only one grower. The quantity of wine can be raised only with extension of the areas. Traditional winegrowing places as the King’s Valley and the belt of hills around Kőszeg, Pagains were Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 82 contigous vineyards before the filoxera. The plantations, which were settled after the damage of the pest, grew old, planting was failed. These areas should be cultivated. B, Locality of the potential areas In the mentioned point above, the potential, implantable allotments have south-eastern slopes, they are very steep. Moreover they are supplied with essentials partially, (electricity is installed, the water partly from own resources but not on every allotment) they are not accessible easily because of the negligence of the roads. C, Development of road network Roads amongst the allotments are not established appropriately. In case of the touristic exploitation of a winery,- visiting, wine tasting- modern and well maintained roads are necessary. One of the highlighted development aim is the improvement of the road network in the Kőszeg Mountain. D, Resources of the wine-growers Kőszeg is proud of its many events connected to wine-growing where the appearance and settling of the local wine-growers is expected. The main aim of the growers to serve the local claims primarily but they meet difficulties. They do not have possibility to separate all the subfield of their work (manual labor-office work-administration) and hire appropriate professionals, these tasks are their responsibilities. This situation means that a local winegrower spends his whole day with hard manual work (wine growing, harvesting, making wine), he is an enologist, gives wine tasting in the evenings and he is an expertise in marketing and economy at the same time. In many case they do not have capacity to take part in more events, losing incomes and promotion facilities. E, Difficulties of technical development Continous development and increase of equipment park is necessary for the production of high quality wine. Different wine making process needs various equipments, for instance: refrigerating equipments for the chilled fermentation, warming equipments, presses for the gentle pressing, all of them in stainless implementation. Wine-growing, winery and hospitality demand devices, investments from the growers separately, but they cannot invest for everything at the same time, they have to decide which part of their winery should be developed: there is grower who put the volume of production forward, others improve the marketing. SUPPORT For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). Most of the available tenders for growers order 30-40% of own resources (the amount of more millions Hungarian Forint are considered) whether it is about investments of machines or cellar building. Such tenders would be needed that terminate this close allocated funds and give the chance for the smaller investments. The enlargement of wineries means more hundreds of millions project: Territory Amount of money 1 ha (100 m x 100 m) 1 000 000 Forint (3 300 Euro) 1 ha plantation 5 000 000 Forint (16 600 Euro) Total: 6 000 000 Forint (20 000 Euro) Tender supports: Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 83 - Personal and technical conditions of events (hostess, fridge, hiring or buying of tasting tools, snacks for neutralizing of taste, water, electricity, guarding services) - Making promotional, advertising materials about the participants, organising of their common campaign - Adverstisements in different media, booking of advertising space and transmission time. - Support of trainings connected to enology, wine tourism or knowledge of enologytourism. Aim: extensive, specialized knowledge in enology and wine tourism. The specialist is able to introduce the aptitude and wine touristic services of local wineries to help the local development of wine tourism - Acqusition of machines, technologies connected to wine-growing, wine-reform Non-financial supports: - Training of experts and sending them into our region: wine-grower, economist, marketing, manager, instructors - Study trips, professional lectures: visiting wineries in Hungary and abroad, organizing international professional lectures, exchange of experience 4.5.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE Collection, drying, selling and use of wild growing herbs BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT Hungary is situated in the Carpathian Basin in Middle-Europe. 50 % of the territory of Hungary is plain. The Great Plain can be found in the eastern part of the country, where most of Hungary’s crops are grown. Hungary has two main rivers: the Danube (417 km long in Hungary) and the Tisza (598 km long). Both rivers flow in North-south direction and divide Hungary into 3 parts. The area between the Danube and the Tisza is plain. The territory west from the Danube, including the warmest sweet water lake (Balaton) of Middle-Europe, is a hilly country. Hungary has a chain of middle-high mountains. The Transdanubian part is mainly mountainous, with the exception of the northern region, which is called the Small Plain. The Transdanubian Mountains, Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 84 west from the Danube, are 400-700 m high. Parts of the mountains are: Keszthely mountains, Bakony, Vértes, Gerecse, Pilis and the Visegrád mountains. The Northern Mountains (500- 1000 m high) extend northeast from the Danube. Parts of the mountains are: Börzsöny, Mátra, Bükk, Cserhát and the Zemplén mountains. The highest point of Hungary is Kékes-tető (1014 m) in the Mátra Mountains. Considering its natural assets, our county bordering Austria and Slovenia has one of the most varied landscapes in Hungary. Its medicinal, thermal waters are the most significant advantages of this area rich in heritage. Vas County is located in the western part of the country in Western Transdanubia. It has more than 268, 000 residents and its area is 3, 337 square kilometres, making it one of the smallest Hungarian county, only Komárom-Esztergom and Nógrád are smaller. To the west its borders are the Austrian province of Burgenland, to the southwest Slovenia, while its Hungarian neighbours are the counties of Zala to the south, Veszprém to the east and Győr-Moson-Sopron County to the north. The county seat is Szombathely. Other towns are Bük, Celldömölk, Csepreg, Körmend, Kőszeg, Őriszentpéter, Répcelak, Sárvár, Szentgotthárd and Vasvár. Although almost half of the total area is flat, the western portion of the county consists of a medium-size range of hills while the southwest belongs to the Transdanubian Hills. As a result of Atlantic influences the weather is somewhat cooler, but more balanced than most other parts of the country. The clear air together with the sub-Alpine climate draws many visitors here. The Kőszeg microregion is located in the western part of western Transdanubia and the northwestern edge of the county. The following settlements belong to the region: Kőszeg, Horvátzsidány, Kiszsidány, Peresznye, Ólmod, Kőszegszerdahely, Cák, Kőszegdoroszló, Velem, Bozsok, Lukácsháza, Gyöngyösfalu, Kőszegpaty, Nemescsó, Pusztacsó. Kőszeg is the baroque pearl or the jewellery box of Hungary. It is charming, almost 800 years old town but its history can go back earlier, into the Roman’s time. It is situated 2 km from the Austrian border, about 240 km from Budapest and 100 km from Vienna. The population is low with its approximately twelve thousands inhabitants. The county capital is Szombathely and is only 20 km from here. The town lies at the feet of the Alps and the river bank of Gyöngyös. The old buildings and houses on the Main Square, the Jurisich Square and the Jurisich Castle tell stories about the rich history of the town. The Main Square, with its beautiful fountains, nice restaurants, cafés, little shops, is very imposing and here can be found the biggest church of the town, the Church of Jesus Heart. The Jurisich Square is the old-town but it is under reconstruction now. It can be reached through the Gate of Heroes, and the Tower of Heroes which is above the Gate. Here is the Town Hall and many old buildings in baroque style, the Jurisich Castle and various museums: History Museum, Castle Museum, Pharmacy Museum, Wine Museum and an archive. Hungary have to be or should be viewed as „high-power” of Europe on the field of the traditional use, collection, growing and examination of herbs. The first more significant written documents appeared more than 400 years ago but it can be approved that centuries before it the herbs were used in wide range. Herbs can be found in a lot of places and Kőszeg and its environs is not an exception. This topic fits expressly to the sustainable activities on mountainous areas. BACKGROUND There are significant traditions of use and growing of herbs in Hungary. The national flora is rich in herbs. The importance of this sector is presented in the health protection and it is difficult to define its role with money. Moreover some types of herbs (for instance camomile, lavender) make the economical use of less productive soil (eroded, rocky hillsides, sodic, sandy soil) Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 85 possible. Growing of herbs and the collecting, and carrying-in of these plants happened into a premise which was the building of the present agricultural secondary school. It meant an important income source for lots of families for instance the picking of the flower of linden was really popular and useful. This activity has 100 years old tradition on the area of Kőszeg Foothills (Velem, Bozsok). RELEVANCE in terms of Mountain character More tenthousands of people deal with collecting of herbs in Hungary. More than 200 kinds of herbs exist in the country. These plants can grow in various places, even amongst extreme conditions. There are excellent possibilities in Kőszeg and its environs to grow herbs and spices in much larger quantity and with various innovations. Sustainability The long-term sustainability and thrift can be solved because the plants (which number can reach the thousand in the nature) are continously available, in summer and winter, for example the yield of oak, willow and alder. Greenhouse is not necessary for the growing of these plants because the organic growing is the basic of the real herbs and spices, so that growing method should be used which is the closest to the nature. As a first step, collecting, drying and storing in the nature can be an excellent base of the process. An appropriate background have to be assured for this activity: big, breezy, dark barn or loft. Law The European Union accepted the 2004/24/EK/ policy in 2004 which was built in the Hungarian Law and Order by the XCV. Pharmaceutical Law of the year 2005 and the 52/2005 and 53/2005 Ministry of Health regulations. According to these laws the curative specifics which are not qualified as medicines cannot be marketed with references to therapeutic effects. OBJECTIVES General objectives in relation to short/middle/long term More things are necessary to the collecting and full utilization if we think in a longer-term activity. Our aim is to start a sustainable, adaptable to the environment and workplace creating process. Specific aim is to start a course which contains minimum 10 events (10 x 5 lessons) to make the plants acquinted. The other goal is the building of a premise and the training could be started in parallel with the construction. PRECONDITIONS TO FULFILL THE ACTIVITY Define preconditions required in order to implement the activity - Financial resources - Experts (very important!) - Construction of premise (we have ideas for the area) RESTRICTIONS, LIMITATIONS Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 86 Essential problems that could lead to restrictions and limitations (e.g. legal restrictions, policies) - Licences - The already mentioned new orders: Marketing of curative specifics is important in the herbindustries point of view. The National Medical Institute reclassified more products and they can be marketed as diet-supplement, food or traditional vegetal medicine. Specifics marketed as food products have to be suitable for the related laws. In the case of reclassifying of herbs, qualities connected to prevention, curing or treatment cannot be represented on the products. Special orders concern to the products selling as medicine during the marketing and producement. - Lack of investors lack of financial resources EXPECTED RESULTS AND IMPACTS Describe the expected direct and indirect results of as well as positive and tangible impacts, e.g. Expected results related to activities - Restart of an industry which was successful and prosperous in our town and its environs long time ago - creation of workplaces - promoting of trade: we could export instead of import active participation in the international trade, contact building - to make people acquainted with nature protection in a wide range - presentation of that how people can work in harmony with the nature in order to not to cause any harm in it but they can make use of it - educational, real knowledge transferring training because killing is possible with some plants or they can have narcotic effect. People have to know the herbs, their use in a way that our children, grandchildren can find them in the future, too. Strong/weak points in terms of sustainability? (Swot analysis) S Huge variety of species and huge amount of herbs Human resources + interest Existing, usable area Climate and opportunity of Hungary is excellent for growing of herbs W Lack of resources financial Lack of investors Laws in the EU O Creation of workplace T Aggravation connected to trade and export in the EU Completion of a whole complex Making all the work process in one place Prospering export, international relations H RESOURCES Identify available/needed resources during development and implementation of the activity/product: - financial resources - tender opportunities Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 87 -training of experts, employees, financial and human resources, lecturers/teachers - investors, maintainers (until the possible premise and/or factory cannot become selfsupporting) - procurement of adequate equipments, devices, machines STAKEHOLDERS / TARGET GROUPS / COOPERATION Roles of stakeholders in development and implementation of the activity/product Stakeholders: - Association for Írottkő Nature Park - Local government - Bakos Flower Garden More volunteers, investors, contributors have to be looked for. Target groups: - people without workplace - people who are interested in nature and herbs - buyers, tradesmen - local inhabitants - tourists (there would be a tea-tasting and demonstration room int he complex) METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) Please set procedures of: Planning - looking for the appropriate territory, agreement with the local government in connection with the area - build up of water and road network system - completion of plans: building for the processing and storing of machines + demonstration and tasting room ( a little kitchen) Development Beside of the appropriate financial conditions we would create workplaces with the realization of the plans moreover this process would bring more new services. A newer production that is visible, usable, could be a great demonstration place and could be connect with many, other kind of activities and products. Implementation After the first steps, the procurement of plans and licenses, the implementation can be started. - reuse of territory - construction Later: - growing - processing If the customer base is developed, the continuous work would mean stabile income because herbs and spices are in demand not only on national level but on international level. Monitoring and evaluation If the rehabilitation would be realized from tender sources, then complex monitoring can be waited at the receipt of the project. Furthermore those authorities that give the licences send Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 88 their experts to control the whole project. - reports on trade - financing accounts Sustainment - It would be an enterprise with stabile, continuous income - After the start it can become self-supporting SUPPORT Describe useful information or resources which could contribute to the realization of the activity/product (támogatás) - financial support - available and appropriate tenders - study tours - suggestions and more ideas from the Green Mountain partners Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 89 TITLE Mill Rehabilitation Project in Velem (Linda Katona, Alexandra Bartók) BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT Hungary is situated in the Carpathian Basin in Middle-Europe. 50 % of the territory of Hungary is plain. The Great Plain can be found in the eastern part of the country, where most of Hungary’s crops are grown. Hungary has two main rivers: the Danube (417 km long in Hungary) and the Tisza (598 km long). Both rivers flow in North-south direction and divide Hungary into 3 parts. The area between the Danube and the Tisza is plain. The territory west from the Danube, including the warmest sweet water lake (Balaton) of Middle-Europe, is a hilly country. Hungary has a chain of middle-high mountains. The Transdanubian part is mainly mountainous, with the exception of the northern region, which is called the Small Plain. The Transdanubian Mountains, west from the Danube, are 400-700 m high. Parts of the mountains are: Keszthely mountains, Bakony, Vértes, Gerecse, Pilis and the Visegrád mountains. The Northern Mountains (500- 1000 m high) extend northeast from the Danube. Parts of the mountains are: Börzsöny, Mátra, Bükk, Cserhát and the Zemplén mountains. The highest point of Hungary is Kékes-tető (1014 m) in the Mátra Mountains. Considering its natural assets, our county bordering Austria and Slovenia has one of the most varied landscapes in Hungary. Its medicinal, thermal waters are the most significant advantages of this area rich in heritage. Vas County is located in the western part of the country in Western Transdanubia. It has more than 268, 000 residents and its area is 3, 337 square kilometres, making it one of the smallest Hungarian county, only Komárom-Esztergom and Nógrád are smaller. To the west its borders are the Austrian province of Burgenland, to the southwest Slovenia, while its Hungarian neighbours are the counties of Zala to the south, Veszprém to the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 90 east and Győr-Moson-Sopron County to the north. The county seat is Szombathely. Other towns are Bük, Celldömölk, Csepreg, Körmend, Kőszeg, Őriszentpéter, Répcelak, Sárvár, Szentgotthárd and Vasvár. Although almost half of the total area is flat, the western portion of the county consists of a medium-size range of hills while the southwest belongs to the Transdanubian Hills. As a result of Atlantic influences the weather is somewhat cooler, but more balanced than most other parts of the country. The clear air together with the sub-Alpine climate draws many visitors here. The Kőszeg microregion is located in the western part of western Transdanubia and the northwestern edge of the county. The following settlements belong to the region: Kőszeg, Horvátzsidány, Kiszsidány, Peresznye, Ólmod, Kőszegszerdahely, Cák, Kőszegdoroszló, Velem, Bozsok, Lukácsháza, Gyöngyösfalu, Kőszegpaty, Nemescsó, Pusztacsó. Velem is a small village in one of the most beautiful part of Hungary. It can be found at the feet of the Kőszeg-mountains, in the northwestern part of Vas County. The village belongs to the Írottkő Nature Park, with the neighbour villages (Cák, Bozsok, Kőszegszerdahely and Kőszegdoroszló) together it constitutes the Kőszeg Foothills. Velem has subalpine climate and crystalclear air. From the village, at the feet of the Alps, wonderful view opens to the Saint Vid Chappel on 582m. Írottkő (882m), the highest point of Transdanubia, is only a few kilometres far from here, but more higher point can be found on the border of the village, so it is mainly a mountanious area, only the Velem-field can be considered as a flatlands part. The Szerdahelystream flows through the village and Pákó-stream (starts from Borrha-stream) joins it in the southern part of the village. The basic conception is connected to an already existing, being in order mill, which strongly needs restoration. The fast water of the mountainous stream grinds local grown wheat, beside this the mill would function as a museum. The place can be visited at present, too, and there is a museum there as well, but we want to use its opportunity better: we would plan to open a shop in one of the outbuilding where we would sell handicraft products, primary production goods and crops suitable for consumption, herbs and spices. Moreover we would utilize the other outbuildings, we would open a barn theater, a buffet next to it where we would serve foods from local products, comestibles, if it is possible. BACKGROUND Nowadays there are only a few working mills in Hungary. One of these mills belongs to Velem at Kőszeg Foothills in a picturesque environment. The mill was mentioned first in 1568, its history went back to early times. The original mill, on which place the present-day building was built, was a tatched, “harrow walled” edifice. It was driven by two water wheels that possibly worked with two grindstones. In one of them the crop was milled, in the other one it was ground. Almost the whole mill was built from pine tree, iron nails were hardly used during the construction. The old mill was demolished in 1913, in the following year the water head of the mill was built from stone and the ground floor and loft of the building were constructed as well. The mill worked during the first world war, then after the war further modifications were done but it got its present image (before renovation) in 1919. At that time the roof was demolished and one more floor was built on the building. Szerdahely-stream gives the necessary energy to the grind. Thanks for the unusually favourable lie of the land some time ago between the two world wars the mill got concreted catchment. In the case of larger amount of rainfall the mill-race, compassing the mill, leads the unnecessary water through the tail-race. Unfortunetly, nowadays the mill runs empty, the machinery has stood for 3 years because of aging of the mill-wheel and Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 91 the flood smote the area. State of the mill-machines is satisfying but as they spend a long-term period without work the whole system needs a thorough review and cleaning. To the start-up of the grind change of the mill-wheel (its wood material is destroyed completely), reconstruction of the streambed (dredging of lakebed, strengthening of supporting wall revetment, change of sluice gate) are needed. The mill in itself without working is a huge industrial-local historical value, aesthetically beautiful, technically interesting but the feeling of “lack of movement” stays there in every visitor. This house has to be active and lively, not to mention that the presentation and inheritance is much easier if it is supported by visual stimulus. Children have to be taught how the flour is made. It would be a cultural luxury to give up the possibility of a working mill, an enormous quantity of knowledge waiting for transferring would be wasted. More buildings can be found on that area, a meadow belongs to it, too. Utilize of these would give opportunity for activities with those the institution will be able to achieve plus income – buffet, barn theatre, souvenir-nature shop, herb and spice garden. The mill and the incremental buildings – miller’s house, barn, equarry – are in a very used-up condition, they have to be renovated completely. Our intention is that to leave the environment of the mill in as traditional state as the millers built it long time ago. The renovated mill should express its countryside nature, tradition of Hungarian back cast mill at the end of the 19th century, at the beginning of the 20th century in a practical, modern and sustainable environment. RELEVANCE in terms of Mountain character Water energy is one of the oldest used renewable energy resource. Watermill primarily is a mill for the grind of wheat and it uses water energy as a resource for its activity. At brook mills a part of the water is led through a mill channel or mill-race to the usually sloping top water wheel. In this way the stability of fall is ensured. The beneficiary of this solution is that a possible flood does not overburden the water wheels and does not cause damages in the structure of the mill. The stream, which flows from the mountains, gives the water energy to the grinding in the mill. Sustainability The initiation seems to be stabile from the sustainability point of view, because as far as there will be mountains and streams then the energy is assured for the grinding. From an economic point of view some questions and problems raise and we have to find solutions. The summer periods mean the busiest months with the tourists, people on holiday, and summer camps in the complex. The winter, quiet period has not yet solved, maintenance costs, wages of the workers have to be produced in the off-season, too. Law The monument protection laws limit our possibilities. The LXIV. Hungarian laws of the year 2001. – its 41.§ - 45.§ define and write down the maintenance and utilization conditions and rules of monuments. Each steps have to be carefully thought already in the planning phase. An example: We have to change the floor tiles in the buffet but we do not like or cannot get the same ones. We have to justify to the Monument Protection Office why the change happens, why we do not use the same floor tiles, why we changed the plans and the whole licencing process has to be played again. This procedure happens all the time, it does not matter how tiny thing we want to or have to change and this can cause a huge time loss. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 92 OBJECTIVES General objectives in relation to short/middle/long term We mainly have long-term aims. Beside the renovation of the buildings the condition protection and the continous maintenance work is very significant. The mill would be not only a reworking building but the transferring of tradition in a self-supporting complex. It would be the emblematic symbol of Velem where the visiting of the mill can mean a longer activity for anybody. The benefit, which perhaps would not be so huge but stabile, can be spent on renewal and expansion. Specific objectives in relation to short/middle/long term Expansion of function. The tourist now arrives and spends 25-45 minutes in the mill „listening to the lecture” and looking at the machines depending on his interest. The target is that he will be able to get full services if he wants to have them. If he was hungry, thirsty, he can eat and drink, if he wanted to take home some souvenirs, he can buy them in a shop, and if he spent his time here, his children can play on the playground if their attention damps during visiting the mill. And if we talk about wheat then visitors should be able to buy flour in the shop, and if we talk about flour, then it should be bio and local. But there should be other kind of products – fruits and greens from the farmers. If naturalness, then herbs and spices should be thematically planted in the garden and packed in the shop. Moreover if we talk about local producers, then not only the farmers can advertise and sell their products but the handicraftsmen and artists, too. The mill should be a little complete summary of that what Kőszeg Foothills means. PRECONDITIONS TO FULFILL THE ACTIVITY Define preconditions required in order to implement the activity - reconstructed buildings - working mill, barn appropriate for a cinema, liveable space for sale, restrooms - licenses - financial resources RESTRICTIONS, LIMITATIONS Essential problems that could lead to restrictions and limitations (e.g. legal restrictions, policies) - License of ÁNTSZ (National Public Health Medical Officer Service): is it possible to make milling products in a place which can be visited? - Work Safety Authority: mill can be a dangerous workplace, perform of adequate precautionary measures is important for the protection of the visitors. - The already mentioned work safety laws, difficulty of modifications, licences, periods of time. EXPECTED RESULTS AND IMPACTS Describe the expected direct and indirect results of as well as positive and tangible impacts, e.g. Expected results related to activities - satisfied mill visitors Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 93 - raising number of tourists in the whole territory - guests who stay for longer time Expected results related to objectives - creation of workplaces - emblematical tourist attraction Expected results related to the mountain character - working stream - reset of habitat: settlement of trout into the mill-lake, place of amphibians, nesting places of water birds - raising number of visitors on study trails - realization of a tourinform center (office) - longer-term aim: led tours in the mountains and in the village as well Strong/weak points in terms of sustainability? (Swot analysis) S W Minimal risk in the Time factor continuation of the basic activitiy O Developing bycicle tourism in the mountains – potential raising number of visitors 4-5000 visitors/year if we wait more Nearness of Austria – time with the Austrian tourists restoration, more money is needed Unique attraction in tourists spread the the environs negative experiences T Decreasing number of tourists Difficult situation economic Less money spending facility on the people side Complex Human factor: finding development, varied the appropriate in its category employees H RESOURCES Identify available/needed resources during development and implementation of the activity/product: Financial Necessary: tender resources, investment loans, donation of civil people Human Only one employee is enough during the development and implementation process but during working the ideal minimal number is 4-5 people: - exhibition leader/miller - shop assistant in the souvenir shop - attendant in the buffet - caretaker (gardening, cleaning) It is worth employing trainees in a scholarship system in the summer months because of the numbers of the tourists. During the winter period other financial possibilities have to be found Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 94 inside the mill or the wage of the basic staff has to be produced in summer. Natural Given: stream, given environmental protected area with existing natural values Equipments Necessary: various devices, kitchen equipments, projector, computer/notebook STAKEHOLDERS / TARGET GROUPS / COOPERATION Roles of stakeholders in development and implementation of the activity/product How can they cooperate together Operators of the water mill in Velem: - X Real Estate Development Agency Ltd. - Non-profit Association for the mill in Velem Further investigators have to be searched for. Further co-operators: - Local government - Association for Írottkő Nature Park - local civilians: local firemen, local handicraftmen and farmers Our target groups: - tourists - local inhabitants METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) Please set procedures of: Planning After the birth of the idea we will need technical designers, co-ordinated work of architectengineering-electrical engineer and structural engineer, garden designers and mill-engineer is needed. The completed plans have to be authorized by the Cultural Inheritance Protection Authority and then the implementation can be started if the appropriate sources are available. Development After the restoration of basic function, the already mentioned function expansion can be started with specific aims. Implementation With the adequate licences the implementation would happen with the help of local craftsmen, in this way we would create workplaces indirectly for the local inhabitants. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 95 Monitoring and evaluation If the rehabilitation would be realized from tender sources, then complex monitoring can be waited at the receipt of the project. Furthermore those authorities that give the licences send their experts to control the whole project. Sustainment The 3 months in summer are the busiest period and the long weekends can bring more tourists into the region we have to build on these facts. Working during the winter period needs a sustainable strategy – what and how to work, what kind of activities to do in order to the basic staff can have a stabile job in the whole year. So, the next task is the completion of a sustainable strategy until raising the financial sources. SUPPORT Describe useful information or resources which could contribute to the realization of the activity/product (támogatás) - experts - available and appropriate tenders - study tour Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 96 4.6. ITALY – MACERATA 4.6.1. STRUCTURAL ANALYSIS partner region: Province of MACERATA (ITA) 2.1 General socio-economic situation Answer2 2 Area concerned (km²), number of administrative units (communities) concerned km - there are 57 municipalities and 3 Mountain Communities, representing 2/3 of the territory of the Province In the Province of Macerata, the 2010 GDP/per Gross domestic product (GDM)/per head head is € 25,145 (data by "Unioncamere") The population in the Province of Macerata is distributed as follows: 13%: 0-14 years old; 64%: 15-64 yeras old; 23%: 65-over 65 years old. The average density of population in the Province of Population: Population development , age pyramid, population density per km² Macerata is 116 inhabitants/km2; the same data 2 is 68 inhabitants/km in the Mountain Communities area and it lowers to 25 2 inhabitants/km in the purely mountaneous area. The value of the products exported by the Import and Export in € Province of Macerata in the year 2011 is € 1.518.000.000. The value of imports is € 865.000.000. st Data detected athe 31 of December: 36.792 companies located in the Province of Macerata Business activities: number of registered businesses, sector relation in % are registered at the Chambers of Commerce, Industry, Crafts and Agriculture; among them, Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment Should be related to the average situation of the country 8.922 are farms and 66 are forestry companies. For the last 2 years, the unemployment rate referred to the Province of Macerata has raised from 5,2% to 5,8%; this data is lower than the average national one, which is 8,4%. In the Province, the of workers/employed people are of At the end year 2010 in the Province Macerata, the employment rate (15-64 years old) 63,5%, while the national data was 56,9% and the EU data was 64,2% (remark: with reference to the unemployment rate, the remainder is due to the inactivity of people attending school) Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 97 1.2. Situation of agriculture and forestry Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Answer2 In the Province of Macerata, there are 9.542 farmers out of 324.188 inhabitants (29,4/1000, SH) The average agricultural area of farms is Ha 10,9, while their total area is on average Ha 15,7 Average data on the use of land ni the Province of Macerata: 74,2%: arable land; 22,5%: grassland and pasture; Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), 3,3% tree crops for wood. In the purely mountaneous area (Appenines), 61,5% of the agricultural area is used as pasture and grassland while the 37,8% is arable land. Moreover, the agricultural area used for olive trees is Ha Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) 1.600,00, while the one used for vineyards is Ha 1.200,00. Data detected in the 2010 year. Breeding: poultry (700.000 headages); sheep and goat (1305 herds, 74.000 headages); cattle (2443 herds, 21.000 headages); pigs (3475 pig farms, 19.100 headages). st Trade of agricultural and forestry products/Import and export of agricultural products Data detected at the 31 of December 2011: the value of agricultural and forestry products exported by the Province of Macerata was € 2,667,000, while the imports had a value of € 34,110,000 st Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] Data detected at the 31 of December 2011: 66 forestry companies are located in the Province of Macerata. No data available. However, the level of mechanization (tractors, combines,…) is very high if compared to the national average Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 98 4.6.2. SWOT-ANALYSIS Points of strength Points of weakness Opportunities Threats Small economic dimension of Starting of the process of Availability of research centers Negative global world-wide producton and manufacturing farms’ restructuring and qualified competence in the economic situation with higher units costs of production and Low human pressure territory Recurrent crises in the main Good quality of natural Incentives to the birth of new processing production districts present in Decrease in spending on resources enterprises and reconversion of the territory (mechanics) Increase of women the existing ones research and development Strong spray business presence in agricultural and on costs of legal Hardly and rarely structured protection of the local sector farms (especially if small and products Presence of Habitat, mid-sized enterprises) animals and plants that are Slow employment resumption Lack of job opportunities for relevant for biodiversity scarce willingness to highly skilled workers implement innovation in Reduced investment in the agriculture productive system and low Excessive use of land for crops capacity of innovation destined to the high Reduced generation turnover percentage Awareness raising among Abandonment of agricultural resident population and people activities with risk of working in agriculture progressive degradation of the Manufacturing specialization in environment and landscape low-tech production entrepreneurial individualism Higher unemployment rate for stressed by resistance to young men and women productive and organizational Limited area dedicated to cooperation approaches agricultural production with Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report – Partner Contributions 99 Points of strength Points of weakness Opportunities high added value Pollution of both surface water and groundwater Threats Good percentage of foreign tourists Consolidated touristic activity in the area High value of landascape Presence di buildings with historical and architectural value for tourist use; Presence of additional, complementary guest accomodations Integration of policies based on enhancement of historical-artisticenvironmental heritage Scarcity of innovative products and services for green tourism Seasonal and territorial concentration of touristic pressure Weak organization of touristic offer with seasonal singleproduct model Possibility of employment related to tourism development and its connected activities Job opportunities for women and young people in new tourism sectors and in fields different from hotel tourism and traditional accomodation Promotion and valorization of the territory carried out by Institutions Scarce accessibility to mountain areas with a touristic inclination Good levels of education among population Difficulty to guarantee permanence in the territories insufficient distribution of services as regards the needs of internal areas Increase and diversification of social demands Gap between generations More isolated elderly people Polarized local services Increase of consumer’s attention to the quality of foods and their link to the territory with good potentialities for marketing of organic products. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report – Partner Contributions 100 Points of strength Points of weakness Opportunities Threats positive dynamics of cultural Risk of loss of local knowledge Presence of significant sites Still fragmented and of archaeological, artistic uncoordinated management of demand and traditions in agricolture Preservation of historical and and handicraft and cultural interest artistic heritage cultural identity Territory with widespread inadeguate organization of presence of natural museums resources Inadeguate structured organization of cultural offer as to the great potentialities offered by the territory Increase of agricultural food enterprises related to local agricultural reality Presence of organic firms Presence of local, typical production Traditional agricultural vocation and vaious important specializations Valorization of multifunctionality of agricultural enterprise High number of typical local production, but reduced amount of products and lack of recognition of local products Scarce presence of organic production in the protected areas increase of consumption of high quality food, handicraft and industrial products. Development of alternative sources of income through diversification of agricultural activities Improvement of relatioships inside supply chain Intersectoral synergies for local development Improvement of coordination in "territorial" supply chain management and in programmes and strategies Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report – Partner Contributions Difficulty of access to relevant markets EU enlargement with development of the PAC towards a more free exchange in the global market in absence of enhancement of appropriate policies to support rural development emphasis on international competition in the cereal sectors 101 4.6.3. INTERVIEWS INTERVIEW 1 Name and institutional function: Giovanni Battista Torresi - Assessore for Productive Activities (Agriculture and Commerce, Craft, Industry),Fairs, Economic Development, EU Policies (ROP - ERDF, PSR), Sport In which field do you work primarily? Currently, in addition to the role of Assessore of the Province of Macerata, I‘m also Mayor of Pioraco, a small town in the mountain area Please, can you describe the positive aspects / strengths the most characteristic of rural development in the Province of Macerata? (now and in the past) Restructuring of farms with an increase of female entrepreneurship in the agricultural sector Lowanthropic pressure Good quality of natural resources Presence of habitats and plant and animal species important for biodiversity Good attendance percentage of foreign tourists Consolidated tourist activity in the area High value of the landscape presence of buildings of historical and architectural value for tourist use Good presence of complementary accommodation presence of important archaeological sites, artistic and cultural food companies on the rise, conditions related to local agricultural Good presence of organic farmers Presence of many typical local products Good tendency to enhance the multifunctionality of agricultural And now,if you could travel in the future, how would you describe the territory of macerata between 10 years, particularly: •Landscape • Products / local • Economic sectors operating • Organization of various sectors and civil society (such as institutions manage rural development) Availability of research centers and qualified expertise in the area Incentives to the creation of new companies and conversion of existing Possibility of employment related to tourism development and its suppliers Job opportunities for women and youth in the new fields of tourism non-hotel Promotion and development of the area by the institutions Growing consumer attention to food quality and their connection with the land, with good potential for marketing of organic products Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report – Partner Contributions 102 Increased demand for cultural preservation of the historical-cultural Increase in the consumption of food, craft and industrial quality products in its territory. Increase alternative sources of income through diversification of agricultural activities Improved supply-chain-relationships Intersectoral synergies for local development Improve the coordination of the supply chain and run 'territorial' addresses and strategies Which are the three most important strategic objectives for rural development in this area? I refer to the General Plan of Development 2012-2016 of the Province of Macerata approved by the Government which I belong. "The province can be divided into three systems: 1. TERRITORIAL MOUNTAIN SYSTEM (most disadvantaged, with lower population density) 2. TERRITORIAL HILLY SYSTEM (hinge between its systems) 3. LOCAL COASTAL SYSTEM (more developed, with the problems of congestion population like traffic, pollution) As part of the role of government, the Province has to promote the peculiarity and the excellence of the entire geographical area, identifying one connotation of "Land of Harmony" and trying - at the same time - to contribute to the rebalancing of the areas and the systems and the overcoming of the different development gap. Teamwork, networking, create a system has to be the dominant motive of administrative action or the consultation as a working method to use in any case. We think that, in our small territorial area, only a systemic approach can really take into account the different needs of 57 different municipalities, grouped in the uneven territorial systems. We are sure that only the union can result a common and strong action worth more than the sum of the single contributions, to overcome the localism and the ambitions of the municipalities, and to watch together, forward, toward a common goal of regional development. Only the contribution of everybody in the interests of the community may actually help to overcome differences and to harmonize every areas, giving each of them the deserved role, because otherwise it is intended - acting alone or in opposition to the context - a dangerous isolation. Only by uniting the efforts of everybody in the common purpose and by acting to a strengthener vision of the public service role to the community, you can effectively combine effectiveness, efficiency and economy with the values of cooperation and solidarity. Some examples of work in terms of rebalancing and the overcoming of the margins of the territories include the following: a) Extension of broadband to the whole to overcome the so-called digital divide; b) Protection and enhancement of the railway line Civitanova Albacina to defend and improve the usability of the territories and the mobility of people; c) Development of interventions for the construction and maintenance of the provincial road arteries to improve the accessibility of different areas; d) Streamlining the supply of TPL services according to a logic of greater modal integration Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 103 and tariff, to ensure forms of public transport, also in favor of disadvantaged users throughout the province; e) Projecting also in favor of European mountain areas or parts of the territory, however, more fragile; f) Harmonization of the distribution of educational facilities and the training of the whole; g) Developing and strengthening the role of the two universities in the area; h) Use of social policies, especially those aimed at the family, to reach the populations most in need by operating in an increasingly coordinated with ATS, municipalities, organizations and the third sector, including through special arrangements (eg taxi social, speakers, etc. .); i) Development of policies for training and work, to ensure the maintenance of employment levels, overcoming the contingencies business in particular geographical areas in which they occur, social cohesion and support to those affected by the crisis; j) Balanced development and delivery of services in accordance with the vocations of different areas, through the PTC, the variant trading settlements, the staffing plan of the pharmaceutical service, the plan wildlife and forestry, energy plan, the plan update mobility and so on; k) Development of provincial network of footpaths (RESM) that allows to combine tourism development of the territories and defense and protection of the most fragile areas; l) Actions for the reclamation of the lower basin of the river Chienti, to reduce pollution in the area closest to the river mouth; m) Design and construction of photovoltaic systems on buildings owned by the institution; n) Monitoring the air to check the areas where the levels of PM10 are exceeded and where it is necessary to adopt pollution control measures. " Which are, in your opinion, the three most pressing challenges of the provincial area? We are living in a difficult time and more than three challenges I would like to list the basic steps that the Province of Macerata must put in place to combat the crisis at the local level: 1. rigor in the Provincial management 2. rebalancing and territorial cohesion, networks and consultation 3. social cohesion, by supporting on the establishment "family" 4. education, vocational training and policies to promote employment 5. research, higher education and innovation to give prospects for development, especially SMEs (small and medium enterprises) 6. environment and agriculture, culture and tourism, for new development objectives together with the manufacturing 7. mobility and modernization of the infrastructure (tangible and intangible) 8. to invest in the homeland security, especially roads, schools and rivers, even with the constraints imposed by the Stability Pact Which are the basic steps that your institution / organization have to take to achieve the mentioned objectives? See above What are the concrete measures planned / taken in the near future (within the next 3 years) from the Province of Macerata to help achieve these goals? Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 104 The mission: together with other local actors and in a real horizontal and vertical subsidiarity, guide the territory of Macerata and the community in a way that allows to quickly build the conditions for a balanced, smart, inclusive and sustainable development - in line with European guidelines - relying mainly on higher education, research and innovation and investing in people, families, businesses. The vision: to have a province more comfortable, more safer, more harmonious who knows and improve her standards of life’s quality, her infrastructure, the environment and services to person, families, company, with adequate levels of employment and developing a growing touristic and cultural feeling. Are there concrete project ideas ready to be applied? (At an advanced stage in terms of planning and financial) Talking about the issues of my department, are funded and being implemented the following projects 1. FROM FARM TO TABLE - GOOD TO KNOW TO GROW. It is developing two sub projects. The first, called "Farmer for a Day" expected to involve all pupils in primary schools in the province of Macerata in learning experiences in the classroom and practical teaching farm on the preparation of various foods with raw materials produced by the company. The second sub-project called "Scendo in campo" involve schools of the Province of Macerata in the preparation and management of organic gardens and the distribution to all primary schools in this area the educational game " Scendo in campo " to learn, playing, the path of food, from the field to the pot. 2. HAPPY FOOD – This project is about the promotion of the "Mediterranean diet", which in 2010 was declared by UNESCO as intangible heritage of humanity. Engaging thousands of young high school students in the province of Macerata who were involved in a series of initiatives under the 28° Agricultural Exhibition in Central Italy, organized by the Province of Macerata in May. Currently they are working for the promotion and dissemination of all the work (see also: http://www.appyfood.it/it/) Are There design gap? (Some matter where have not yet been gained of project ideas) The limit is not the ideas, but the lack of funds to implement them. The main annual event is the Agricultural Exhibition in Central Italy (RACI) who has reached the 28th edition in 2012 The Festival, a prestigious showcase of the primary sector and in particular livestock, recorded in the most recent edition, a significant number of visitors, which stood at around 20,000 people and saw the participation of 200 exhibitors from the fields of animal husbandry, agricultural mechanization, agribusiness, with specific attention to organic agriculture. It places particular emphasis on promoting and enhancing the quality of products, with a focus on typical local food and wine. Are there project ideas ready but not yet feasible? (At an advanced stage in the planning but not financially) Project ideas to be developed would be many, but the operating limit is dictated by the urgent need to reorder the institution as a result of government decree on "spending Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 105 rewiew" which requires the reorganization of the provincial territories. In particular with regard to the agricultural sector, it would be interesting: • • • • • • • Implement initiatives to support all forms of production, in addition to economic sustainability, ensuring an improvement of the landscape, of the architecture and of the environment of our province, and then each forms of responsible consumption that help to protect and improve our territory. Encourage forms of regeneration of the agri-food sector by creating a new way of being on the market for all the producers, with equal dignity. Ensure a functional link between the production of quality and training and information for customers particularly students, parents, faculty and staff canteen. Education at seasonal consumption, to discover the "own food" that of their traditions and roots of their cultural identity the " one's own food", this of the tradition, of the roots and of the proper cultural identity. Promote the process of nutrition education in collaboration with the productive sector and households. Raise awareness of the students to become protagonists for the defense of the territory and its cultural roots, consuming food produced with the ecological criteria and healthy To support the launch of economic relations between farmers, processors and costumers of our territory, trying to organize and manage the sustainability during the time, in particular by supporting the launch of "Farmer market", the creation of groups of Purchase Fair Solidarity (GAS), the creation of platforms for food in the area able to accommodate requests that may come from public canteens (schools, hospitals, etc..), private dining, catering tourism, etc.. Return to the "river restoration" through buffer strips along the riverbeds to prevent damage from flooding. Can you tell us or give us the documents that describe the strategic and the operational details of rural development in the area? Can you provide statistical data to illustrate the situation? The required data can be seen in the DEVELOPMENT GENERAL PLAN 2012 - 2016 of the Province of Macerata, available at the website: http://istituzionale.provincia.mc.it/wpcontent/blogs.dir/3/files/piano_generale_sviluppo_2012_2016.pdf INTERVIEW 2 Name and institutional function: Giampiero Feliciotti - President of the Mountain Community "Monti Azzurri" - San Ginesio (MC). In which field do you work primarily? Preservation and promotion of the territory and its products Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 106 Please, can you describe the positive aspects / strengths the most characteristic of rural development in the Province of Macerata? (now and in the past) The positive aspects are represented primarily by the presence in the territory of Mountain Community, and the National Park of Monti Sibillini. Again Are there some small villages and ancient boroughs famous for making great wine and food,( eg.: Serrapetrona with its Vernaccia DOCG), or important cultural places such as: San Ginesio with its Collegiata and Alberico Gentili or Monte San Martino with Crivelli’s paintings. And now,if you could travel in the future, how would you describe the territory of macearta between 10 years, particularly: • • • • Landscape Products / local Economic sectors operating Organization of different sectors and civil society (which institutions will manage the rural development No answer Which are the three most important strategic objectives for rural development in this area? Support for innovation can be done not only by the technology (equipment) but also by the people. Today many graduates people remain in farms favoring a new life style (“Degrowth ”) in the respect of father’s tradition. The same think that once was a symptom of poverty, the environment, now can back to a new wealth: a return to handwork, a better time management, healthier working conditions in healthier workplaces. In your opinion which are the most three pressing challenges for the provincial area? • • • • Invest environment. Sustainable mobility Presence of ADSL (fast computer network) in all areas, especially mountainous, not to be out of this world Rewarding the consumption of domestic products with tax bonuses resulting from reduced pollution road Which are the basic steps that your institution / organization has to take to achieve these goals? As the Mountain Community of "Monti Azzurri" we have already done an acoustic piano for 14 municipalities. All the towns have joined the Covenant of Mayors and the Mountain Community has made the SEAP (plan of action) on proxy, to arrive in 2020 in order and not to pay penalties.We started to cultivate the public and private forest with the Consortium. We're doing a Master Plan for only 14 municipalities. We have a single doghouse for 15 municipalities at very low cost with the help of the university. We manage social services in in a unified way to deal with the elderly and multiethnic society without problems. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 107 What are the concrete measures planned / taken in the near future (within the next 3 years) to achieve these goals? As mentioned above all are operating and are a fact. Are there concrete project ideas ready to be applied? (At an advanced stage in terms of planning and financial) They are all in place and already financed yet. Are there some design gap? (In the sense of specific matters on which have not yet been gained of project ideas) The only negative gap is represented by the uncertainty of the institution do not know if it will be closed or deleted by the regional government, even if the Mountain Community does not need funding, because the Mountain Community has got the natural gas networks of and the distribution company . Are there project ideas ready but not yet feasible? (At an advanced stage in the planning but not financially) There aren’t Can you tell us or give us the documents that describe the strategic and the operational details of rural development in the area? Can you provide statistical data to illustrate the situation? I could not identify this documents because my work consist on doing practical activities. The numbers are not important compared to the needs that we know with the experience. 4.6.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES New economic opportunities for mountain areas of the Province of Macerata: the reintroduction of the "Gentian"(Genziana lutea) IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity This action involves the creation of a new economic opportunity for the mountain area of the Province of Macerata, protects environment and landscape and creates new opportunities for tourism. The project partners identified are listed below, but this a brief description of their roles in the action, we can find in the section "RESOURCES" more analytical description of them. - University of Camerino (UNICAM) (www.unicam.it)- has specific scientific expertise in botany, Agroecology and Pharmacology. - Marche Region (www.agri.marche.it) through the Regional Observatory for the soil study, selects potential sites suitable for reintroduction of the cultivation of Gentian. The Regional Observatory has the strategic role for the management of consultation with local actors and for the drafting of the next Rural Development Programme 2014-2020 funded by the European Commission. The Programme can potentially disseminate the results of the project "Green Mountain”. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 108 - - - - - - N. 3 mountain communities – “Comunità Montana dei Monti Azzurri” (www.montiazzurri.it), “Comunità Montana ambito 5 Marca di Camerino” (www.comcamerino.sinp.net) e “Comunità Montana Ambito 4 di San Severino Marche” (www.comsanseverino.sinp.net). In their territories there are appropriate conditions for the potential reintroduction of this crop. We can register a suitable area for gentian - already recorded in the last century - in the Community of Camerino. State Forestry Department (www3.corpoforestale.it/flex/cm/pages/ServeBLOB.php/L/IT/IDPagina/1) has specific skills in this matter and we have to plan with them any agronomic activities in the areas subject to environmental constraints. National Park of Sibillini Muntain (www.sibillini.net/), in its area we can select the demonstration sites for the gentian reintroduction. We have to underline that in the park area we can find good condition for this kind of crop. N.1 Technical Agronomist / forestry necessary to follow all project steps and experimental activity. One or more farms in the Alpine belt (Northern Italy) whit a gentian production, useful to acquire ecological and/or agricultural information and to assess a good methodology for the gentian reintroduction in the Apennines of the province of Macerata. At least one farmer, available for one or more demonstrations for the reintroduction of the Gentian cultivation; Private sponsors: an important distillery of the mountain area has shown much interest to create a short chain to use gentian in the liqueurs preparation. Professional Agricultural Organizations are strategic for the involvement of entrepreneurs in the dissemination of gentian production. The Research and Experimentation Centre for Plant Improvement (CERMIS) (www.cermis.it/) with expertise in testing of herbaceous plant species. BACKGROUND What’s the idea behind the activity/product? Activities: "Reintroduction of the cultivation of Gentian" In the programming time 2000-2006 "Agenda 2000", with funding by "Leader +" and by cofinancing resource of the Province Macerata, the Local Action Group (GAL) “Sibilla” has commissioned UNICAM to reintroduce the cultivation of saffron. This year, from 30 of October to 1st of November, in the area of the Municipality of Pievetorina, the event "SAFFRON of Sibillini" took place, promoted by the Province of Macerata: trade, educational events, tastings, guided tours are organized to promote economic opportunities of this crop for mountain areas. Saffron crop now is a positive good practice, and we can move from this experience to test the reintroduction of Gentian (Gentian lutea). We can promote this re-introduction because the gentian plants: - have a multiple use: drug and liquor industry; - Historically, have been present until the early '900, on the heights above the town of Visso (Mountain Community of Camerino). Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 109 - In the same mountainous area, area of Municipality of Muccia, there is a famous distillery that blends the ancient traditions of craftsmanship with news technology (hygienic storage, bottling facilities), in compliance with all applicable rules. This distillery promotes an effective link with the territory and its traditions, and has interest for the realization of a gentian local market chain for the benefit of the mountain economy. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? As already mentioned, the aim of this project is the creation of new economic opportunities for the mountain area of the Province of Macerata. These opportunities have not to interfere with agro ecological balance, but they have to enhance the biodiversity. We have the aim to intervene in the short term: 1. within March 2012: perform a preliminary scientific investigation to define the ecological requirements of gentian, with a focus on environmental and ecological needs for its proper growth. 2. Within August 2012: acquire know-how by farmers of the Alps area and collect information in the management of gentian (It is important to know if other "Green Mountain" partners have similar experiences in their countries and if so, what kind of method and results they have achieved; if it is possible, it will be interesting to taste the opportunity of a study visit to delve into scientific knowledge on agro-ecological requirements of this plant). 3. Within December 2012: train an agronomist with the task to follow the various stages of demonstration plots in the mountain area of Province of Macerata. 4. Also within December 2012: identify the mountainous areas of the Province of Macerata which offer the best agro-ecological conditions for planting the demonstration plots. Medium - long term (from January 2013 to the end of the project "Green Mountain") we expect to: 1. Within March 2013: plant the demonstration plots with Gentian; 2. Follow all the necessary growing practices. We have to consider that the first production - useful as bitter substance for the local distillery - can be product no earlier than 5 years. 3. Organize awareness events such as: demonstration days during the cultivation steps or during the assessment of the growth rating and of the adaptation to different climatic conditions. 4. Provide for financing rules by new Rural Development Programme 2014-2020, to support the production of this type plant. In this case it will be crucial the role of Marche Region. 5. Organize the supply chain to the local distillery for the production of bitters. RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 110 Human Resources: Province of Macerata: a) n. 1 public servant expert on agronomy, ecology; trained as a "multifunctional popularizer on agriculture matter" Reg. CEE 270/79. He will manage all preliminary meetings, the intervention design, the start of the pilot project, the conclusion of the demonstration phase and the phase of consultation with the Marche Region for the use of funds under new rural Development Programme 2014-2020. b) N.1 external expertise in agronomist / forest matter, with the task to collaborate in the planning and scheduling of production of Gentian, and to check the operational phases in the demo plots. UNICAM: in the past (Agenda 2000) by Leader + found, it has developed the saffron project in the mountain area of Sibillini Park. In this project, UNICAM has the task to realize a preliminary study to determine the ecology of "gentian", to gain experience from other farmers, to study the local agro ecological territory and identify the most favorable areas for the reintroduction of "gentian". CERMIS of Tolentino may collaborate on the preliminary study of re-cultivation. Each selected farmer for the reintroduction of Gentian, after the preliminary study of UNICAM, will have the task to host the multi-year system of "Gentian" and to carry out all necessary cultural treatment until the first crop, which should be starting from 5 or 6 years after the seeding. The farmer should be available to disseminate project results to other entrepreneurs interested in the reintroduction of gentian. The State Forestry Department and the National Park fo Sibillini Mountains will have the task to define the limits of intervention according to local environmental regulations, and will have to find the right balance between a cost-effective and sustainable intervention and the need to maintain forest ecological balance. Marche Region through the Regional Observatory for the study of soils and its large database of soil characteristics will support the preliminary study and will facilitate UNICAM in the identification of the most suitable areas for the reintroduction of this “acidophil" plant. Natural Resources: The presence of different type of Gentian - Genziana lutea and Genziana acaulis - is proved until the early '900 on the heights of the town of Visso. These plants had in the past multiple use, too: drug and liquor industry. Financial Resources: In addition to the resources of the project "Green Mountain", we can count upon the financial partnership by private organizations as Chamber of Commerce, Industry and Agriculture of Macerata and by a local distillery. Awareness resources: One resource is the web site of Province of Macerata (www.provincia.mc.it/) and of the other stakeholders (municipalities, mountain communities, government agencies and others). The web site of the Province is managed by TASK company and is structured with an intranet area accessible to all public employees and with a public area where each municipality of the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 111 provincial territory can advertise news and events. This system is a strategic tool for the interaction with the territory and for dissemination of activities and results. The agricultural organizations will have an important role in the dissemination, too. IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? The reintroduction of Gentian (Gentian lutea) provides for the 2012: - acquisition of ecological parameters of the various species of gentians; - acquisition of know-how by farms visited in the Alps; - investigate the area and the agro-ecological system of the Province of Macerata to reintroduce the gentian; - Identification of the most suitable varieties of gentian in accordance to the habitat identified and studied. From January 2013: - providing cultivation tests in order to define the best growing techniques and edit a draft of a production disciplinary. We have to remember that the Gentian is a multi-year plan and we must wait at least 5 years to collect the first crop. This means that, for the duration of the project "Green Mountain", we can only set up and manage demonstration plots, and organize awareness activities such as guided tours to evaluate the adaptation of the plant to the soil and to climatic conditions and its ratings growth; - identify the fund opportunity of the new Rural Development Plan 2014-2020, useful for the promotion of this kind of production. - Organize the supply and business chain to the local distillery for the production of bitter liqueurs. STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. We jus identified the actors in the “IDENTIFICATION OF THE ACTIVITY”. But we can select two actors with a strategic role in the project: - University of Camerino (UNICAM) with the task to design and manage the scientific approach of the project; - Entrepreneurs/ farmers with the task to promote and disseminate know how of gentian production. Specific beneficiaries will be: - farmers of the mountain areas of the Province of Macerata, selected by the analysis carried out by UNICAM and the Soli Observatory of Marche Region; - the local distillery, which may use bitter produced and enhance the link with the territory. RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 112 Expected results - Creation of a short market chain. - Involvement of a local distillery for the production of bitters and tonics made with gentian. - Possibility to create a new chain with pharmaceutical industries with the support of Pharmacy Department of UNICAM. RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? Weaknesses of the project: - The long waiting time - at least 5 years – for the first crop; - Agricultural soil limits, environmental constraints in some protected areas and adapting difficulties to different agro ecological conditions. SUPPORT For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). As mentioned before, for the realization of the project, we expect - for the preliminary study, a positive collaboration between University of Camerino and Marche Region; - A good availability of actors outside the territory to transfer know-how. New economic opportunities for mountain areas of the Province of Macerata: the recovery of the chestnut fruit production IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity The valorization of mountain areas interested the entire Italian territory and more specifically, the Apennine mountain area of the Province of Macerata, situated in the center of Marche Region. This action involves the creation of a new economic opportunity for the mountain area of the Province of Macerata, protects environment and landscape and creates new opportunities for tourism. The project partners identified are listed below, but this a brief description of their roles in the action, we can find in the section "RESOURCES" more analytical description of them. The University of Camerino (UNICAM) (www.unicam.it) - has specific scientific expertise in botany and environmental science and has worked on the creation of "regional forest map"; Marche Region (www.agri.marche.it) - has a strategic role on the management of the consultation with local actors and on the drafting of the next Rural Development Programme 2014-2020 funded by the European Commission. This instrument can potentially disseminate the results of the project "Green Mountain". To accomplish this, we count on the availability of Marche Region to modify the rules for the cultivation of chestnut forest. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 113 Now it is possible to obtain fund only for the cultivation of specialist chestnut and not for fruit chestnut. N. 3 mountain communities – “Comunità Montana dei Monti Azzurri” ( www.montiazzurri.it ), “Comunità Montana ambito 5 Marca di Camerino” ( www.comcamerino.sinp.net ) e “Comunità Montana Ambito 4 di San Severino Marche” ( www.comsanseverino.sinp.net ). We can just say that there are in their area, n. 3 specialist chestnut to convert in fruit chestnut. State Forestry Body (www3.corpoforestale.it/flex/cm/pages/ServeBLOB.php/L/IT/IDPagina/1) has specific skills on forest matter and it is necessary to plan with it each actions for the forest site selected and implemented by "Green Mountain"; National Park of Sibillini Mountains (www.sibillini.net/) – In its area we can select the project site for the recovering of fruit chestnut production, and we can select the area for future recovering. N.1 Technical Agronomist / forestry necessary to follow all project steps and experimental activity; At least one farmer, owner of a chestnut forest re-convertible on high-quality fruit production; Private sponsors with interest on co-finance the construction of one or more demonstration sites for the productive recovery of fruit chestnut. Professional Agricultural Organizations are strategic for the involvement of entrepreneurs in the dissemination of chestnut recovery. BACKGROUND What’s the idea behind the activity/product? Activity: "recovery of the chestnut fruit production " The aim of the activity is to create a large surface for the production of the "sweet chestnut" in the Province of Macerata; this is a particularly valuable chestnut and it is necessary to valorize it with a specific disciplinary like PDO -Protected Designation of Origin and PGI Protected Geographical Indication. Local market has recent rediscovered the chestnut fruit, and we can said that this fruit could be an interesting business opportunity for farmers in the mountain area. The chestnut, as forestry system, is an attractive form of tourism, for example it allows picturesque excursions inside. The farmer selected for this activity operates in the National Park of Monti Sibillini area and in the summer 2010, he opened the first "asinovia" (path for donkeys) of our Region: 5 km of trail that you can do on the back of donkey, inside the chestnut forest, with an atmosphere of absolute charm. The product "chestnut" is definitely very strategic to organize touristic activities in different seasons, for example participation in festivals and events related to the chestnut, and participation in the crop of this fruit, etc.. At the environmental level, the chestnut fruit forest is the ideal nesting sites of protected species of bird. The Habitat Directive inserts "Caprimulgus europaeus" and "Ficedula albicollis" on the list of migratory species to be protected. For these species, chestnut fruit forest is the ideal habitat for nesting. The restoration of this production would be implemented – and not to break - biological equilibrium in these areas. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 114 The recovery of the chestnut is also crucial for the historical, cultural and natural landscape. The presence of large stumps of chestnut attests the ancient role of this plant in rural society, a real "chestnut civilization", and the chestnut had a central role in food, too. The restore of the old paths, the recovery of cultural practices, the return to the functionality and efficiency of chestnut ecosystem are also important practices for the hydrogeological stability of the valleys. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? "Green Mountain" focuses in short term (up to March 2012) on: 1. identify the botanical and forest woodlands occupied by chestnut; 2. identify the agronomy and forestry method for the production of valuable chestnut; 3. Acquisition of know-how, with a focus on people with recovery experience. (In reference to this point and to the point 2, it is important to know if other "Green Mountain" partners have similar experiences in their countries and if so, what kind of method and results they have achieved; if it is possible, it will be interesting to taste the opportunity of a study visit for Italian entrepreneurs and professionals operators). 4. Identify at least one farmer and one forest chestnut for test the recovery of production. In the medium term (from spring 2012 to the end of the project "Green Mountain") we expect to: Carry out the work of production conversion; Organize promotional moments: demonstration days during the execution of strategic operations for the conversion (graft) with the involving of potential farms ( point 1 of short term activities). For the long term (from 2014) we expect to: Use funds of the new Rural Development Programme 2014-2020 of Marche Region for the restoration of several companies (look at the role of the Marche Region in the paragraph: "IDENTIFICATION OF THE ACTIVITY"); Create a specific disciplinary like PDO -Protected Designation of Origin and PGI - Protected Geographical Indication for the promotion of the production of the "sweet chestnut" in the Province of Macerata. RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. Human Resources: Province of Macerata: a) n. 1 public servant expert on agronomy, ecology; trained as a " multifunctional popularizer on agriculture matter" Reg. CEE 270/79. He will manage all preliminary meetings, the intervention design, the start of the pilot project, the conclusion of the demonstration phase and the phase of consultation with the Marche Region for the use of funds under new rural Development Programme 2014-2020. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 115 b) N.1 external expertise in agronomist / forest matter, with the task to collaborate in the planning and scheduling of production of chestnut, and to check and technically support the entrepreneur in the implementing of the operational phases. University of Camerino has worked on the drafting of "regional forest map." The current type of chestnut is closely related to the events of abandonment of chestnut fruit cultivation and health conditions of the trees. In the area of the Province of Macerata, two hardships have contributed to the abandonment of the cultivation of chestnut or to its transformation for timber production: the Phytphtora cambivora and Cryphonectria parasitica. UNICAM will create a forest map selecting with forest-ecological and economic conditions to propose a conversion of chestnut trees to produce fruit of high quality (eg, the " sweet chestnut "). At least one farmer, owner of a chestnut forest re-convertible on high-quality fruit production. This farm has to be chosen for his leadership in the area. He will have the strategic task of providing a surface, possibly a merged acre, to test the steps (cutting, pruning, grafting, etc.) of conversion, to perform all operations necessary to demonstrate the proper and economic management of the converted land, to be available to a further disclosure to other entrepreneurs interested in the conversion of their chestnut fruit. (It will be useful to know if others Green Mountain partners have experts for sharing know how and experiences). The State Forestry Department and the National Park fo Sibillini Mountains will have the task to define the limits of intervention according to local environmental regulations, and will have to find the right balance between an cost-effective and sustainable intervention and the need to maintain forest ecological balance. Marche Region has the task to create financing opportunities for farmers; in this way it will be possible to make applicable - on a large surface area- the good practice of this pilot project and to disseminate this practice to potential entrepreneurs. Natural Resources: In Marche region, according to the latest forest inventory of 2001, the wooded area amounts to 256,170 ha, representing the 26.4% of the entire region. The regional forest complex was divided into n. 11 forest categories, one of which is the chestnut forest, with an area of 4,600 ha (2% of the total forest area); one quarter of this area is represented by chestnut fruit trees, while the remaining part is represented by coppice. According to these data, we can estimate that in the Province of Macerata it is possible recovery some hundreds of hectares of chestnut fruit trees. Financial Resources: In addition to the resources of the project "Green Mountain", we can count upon the financial partnership by private organizations as Chamber of Commerce, Industry and Agriculture of Macerata and as some major banks of the area. Awareness resources: One resource is the web site of Province of Macerata (www.provincia.mc.it/) and of the other stakeholders (municipalities, mountain communities, government agencies and others). The web site of the Province is managed by TASK company and is structured with an intranet area accessible to all public employees and with a public area where each municipality of the provincial territory can advertise news and events. This system is a strategic tool for the interaction with the territory and for dissemination of activities and results. The agricultural organizations will have an important role in the dissemination, too. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 116 IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? 1 - Census of chestnut trees present in the mountain area, their geographical location and use. This preliminary step has to be completed on June 2012 with support of regional forest map and with the collaboration of UNICAM and State Forestry Department. This phase will use to: - quantify the forest area occupied by the forest ecosystem "chestnut"; - identify areas with a greater presence of chestnut; - set the area already dedicated to "fruit", the area for the production of timber and especially the re-convertible area to” fruit". 2 - Identification of the most suitable methods for fruit production recovery and creation of an experimental and demonstration site. This phase of the project – arrange the site land and perform the first agronomic activities (cutting, grafting, etc..) - should be defined by March 2012. After this date, due the advancement of spring and the re-growth of vegetation, the interventions could not be done and we should wait the end of autumn 2012. During autumn time, we could plan one visit tour to verify good practices used by other regional partners. At the moment we can visit the recovery interventions in Bolognese Apennines and in the Province of Ascoli Piceno (we remake the importance to know if there are similar experiences in Green Mountain project area and if we can collect information by web). Actually, we have the availability of the farmer Congionti Augusto, who has a chestnut forest for the demonstration action near the town of Pievebovigliana (Sibillini National Park area). This farmer is the same of the point “Background”, with his chestnut grove, educational farm and path for donkeys of 5 km. On the 1st of July 2011 he has organized a demonstration day to evaluate a method of recovery according to the experience by an expert grafter (Mr. Lolli Germano), who has worked for many years for the production recovery of chestnuts in the province of Bologna (Emilia Romagna Region). However, "Green Mountain" project according to available funds – can give the opportunity to other farmers to test new demonstration sites. 3 - Implementation of the recovery in the demo site. From spring 2012 to the end of "Green Mountain", the conversion is expected to carry out, with different awareness moments. 4 - Application of the positive results. From 2014 we will use the funds of the new Rural Development Programme 2014-2020 to co-finance the necessary restoration work on several agricultural and forestry companies. At the same time, we will work to create a specific disciplinary PDO -Protected Designation of Origin and PGI - Protected Geographical Indication to produce and promote the consumption and production of the "sweet chestnut" in the Province of Macerata. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 117 STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. We can divide the actors involved in this way: Experimental phase: Province of Macerata, UNICAM, State Forestry Department National Park of Sibillini Mountains Mountain communities Technical Agronomist. Farmer involved in the demonstration site These actors participate in the experimental stage with the tasks described under the point "Resources". Awareness activities will be strategic for dissemination of results and for make effective the next step described below. Application phase of demonstration site results Farmers and foresters will be benefit of information emerging from the demo site; it will be the same for chestnut forest owners of recoverable or re-convertible forest for a high-quality fruit production. RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. Expected result in the medium term is the creation of a method or practice for a good, effective and permanent - in the medium and long term - recovery in production of chestnut fruit. In the long run we expect a substantial recovery of wooded areas. RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? Possible restrictions or obstacles could be identified in: • absence or limited financing resources of the new Rural Development Programme 20142020; • Negative influence on production could be induced by Dryocosmus kuriphilus. We have information of damages to chestnut production in some areas of Italy. The measures for the plant protection are very expensive in terms of cost and labor. For this aspect, it becomes important to know if other EU countries have begun to address this problem and how they are trying to solve it. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 118 4.6.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE "MOMENTS OF TASTE" – IMPROVEMENT OF CULTURE OF MOUNTAIN AREA TYPICAL “FOOD& WINE” AND OF BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT This initiative is practicable in the territory of the Province of Macerata, and it is particularly useful for economic and touristic promotion of mountain area. The Province of Macerata is full of annual events that concern art, culture, religious and historical re-enactments, food&wine, leisure, etc.. However we have to register a lack of an organized provincial system and this lack affects more mountain than the coast area. So, to remedy the lack of promotion, one way is the use of province website http://www.turismo.provinciamc.it/eventi.asp?l=1 But in many events the organizers don’t give enough value to the promotional activities in the host territory. Therefore it is necessary to stimulate, train and support the organizers in order to increase the promotional value of each event. BACKGROUND The idea is to promote the mountain in a sustainable way by the creation of a common model for all the stakeholders who want to enhance their "excellence" and economy. A system for the promotion of cultural traditions is necessary to re-establish benefit for mountain area inhabitants, with a focus on the union of food& wine with the knowledge of villages, towns, suburban museums, churches and abbeys located outside of the most famous touristic itineraries. It should be important to work for a collective and shared vision of the territory that promotes socialization, aggregation and development forms linked to local culture of food; a vision that rehabilitates the traditional spaces of conviviality and that involves - in a common aim - inhabitants with educational and cultural stakeholders, local government, museums, profit bodies and all the actors of food&wine sector. RELEVANCE in terms of Especially the mountainous area of the Province of Macerata could have benefit from the added value of the many events organized on its territory. The idea is to improve organizational aspects of each event to give priority, by a visibility Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 119 approach, to everything produced or offered in cultural, landscape, etc.. aspects. However, sustainability is ensured by the fact that the events already exist, so it is only necessary to act on the organization system for changing promotion approach in relation to the peculiarities of the host territory. There are no specific rules for the proposal of these events. We can assume the creation of a regulation model for the identification of the type of events, their priority - culinary, cultural, historical, leisure, etc.. – and minimum standard of quality necessary to have all the support and visibility in the area (respect to the events without these topics). Beneficiaries of this action: - the organizers of events should have incentives and support through training and information session, needed to improve quality and make events useful for the community; - Visitors will be able to benefit from all the added value that each area has to offer; - mountain people would find a sustainable way to promote themselves and find new opportunities for economic development. OBJECTIVES In general it would be necessary: - Stimulate the organization of events and activities for social, culture and landscape development of the region and for of its traditions, "typical" touristic and cultural peculiarities, etc.. - Create a "network" of cooperation between territories aimed to make more effective the promotion of tourism. In particular it would be necessary: - improve, with a "Quality Brand", events produced in accordance with specifications or rules, and improve culture of solidarity in the territory and recognize added value of these events respect to the other low-promotional events; - Involve in a "calendar" promoted by the Province of Macerata and by any other partners, the largest possible number of events (festivals, historic reenactments, etc..), which are proposed to the attention of citizens and tourists. - Etc... PRECONDITIONS TO FULFILL THE ACTIVITY Necessary conditions to exploit the opportunities offered by this proposal are: - Creating an effective information system target to public body (Municipalities, Mountain Communities) and associations that work to promote the area ( the “pro-loco”). - Involve organizers in training and information programs to make or increase their skills in promotion of the culture of territory; - To recognize added value to events that, in accordance of rules, have or would Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 120 acquire a high promotional value for the host territory and its products of excellence. RESTRICTIONS, LIMITATIONS Possible restrictions are not identifying at the moment, the initiative is only a system to improve the value of promotional events organized in the area. Everyone would benefit from it, the organizers, too. EXPECTED RESULTS AND IMPACTS Expected results are: - Increase the level of preparation, knowledge and awareness of the organizers; - Increase the number of high quality promotional events - Increase the number of visitors in the events with a higher added value. One of strengths is the high number of events where is possible - in a sustainable way to increase the added promotional value for the host territory and its economy. Points of weakness or obstacles by law are not identifying. RESOURCES To achieve these objectives, it is necessary the collaboration of public bodies, universities, institutes, organizations, etc... associated in an ideal "Technical Committee" to: - implement a training and information session to increase the skills of the organizers; - create a method for the evaluation of the events in order to differentiate and support those with a promotional added value; - Create an "institutional body" to evaluate and classify the events and to manage the improvement of the most outstanding events. Financial resources for this initiative are no necessary, we could operate in a sustainable way: Carry out information and training courses in collaboration with the Technical Committee (TC) and encourage the concentration of locally resources (sponsor) only for to the events that actually promote the territory and its excellence. STAKEHOLDERS / TARGET GROUPS / COOPERATION For this proposal, it is necessary to involve in a common task: organizers of events (municipalities, “pro-loco”, associations), Technical Committee (TC), agencies and Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 121 institutions. Other stakeholders - with an important role for the realization of this project proposal are to be found and engaged in a joint session of Green Mountain activities. METHOD AND STRATEGY (PLANNING, DEVELOPMENT, MONITORING AND EVALUATION, SUSTAINMENT) IMPLEMENTATION, The planning stages of realization and monitoring results shall be decided after gathering all the information by the activity of WG2 and WG3 of the Green Mountain project. We can report a similar successful initiative recently launched by the Province of Alessandria (Piedmont Region) ( http://www.unplipiemonte.it/viewobj.asp?id=4099 ). And , we can report that “MOMENTS OF TASTE" – IMPROVEMENT OF TYPICAL “FOOD& WINE” AND OF CULTURE OF MOUNTAIN AREA” is strongly promote by provincial president of “pro-loco” association http://www.unplimarche.info/proloco/listaproloco.aspx?provincia=mc SUPPORT For the realization of this proposal is necessary the collaboration of the Pro-Loco’ (http://www.unplimarche.info/) that: - Represent with the IAT (Information and tourist reception system), a point of information and accommodation for tourists; - Are engaged to the development of Local Tourist Systems. - Contribute to the maintenance of the cultural, architectural and environmental sites. - Manage cultural and tourist place like Museums, Libraries and Tourist Offices through special agreements with public or private bodies. - Organize events in the area of tourism, history, environment, folklore, sports, festivals and culture, for example music festivals, theater, Conventions and Exhibitions; they are the active core of tourism in low and high season. But in the provincial and mountain area, sometimes they don’t operate in the full respect of principles of development; they promote only fun and entertainment events and not their excellence. So, for the full realization of this proposal, it is necessary to cooperate with other municipalities and other private associations with experience in organization of popular events, too. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 122 TITLE THE DEVELOPMENT OF BLACK SUPERIOR TRUFFLE AND WHITE TRUFFLE BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT This initiative covers the mountainous area of the Province of Macerata, which represents about the 2/3 of the total area of the province. This area is very rich of natural and cultivated sites of truffle, which cover an area of approximately 3.000 hectares (regularly tabulated and authorized by the administrative offices of the 3 mountain communities). The natural sites of truffle produce - Tuber Uncinatum http://it.wikipedia.org/wiki/Tuber_uncinatum , - Tuber Aestivum http://it.wikipedia.org/wiki/Tuber_aestivum - Tuber Magnatum http://it.wikipedia.org/wiki/Tuber_magnatum The artificial sites of truffle produce for around 90% the "black superior truffle” (Tuber Melanosporum) BACKGROUND In these mountainous areas an economy linked to the production of natural or transformed truffles lack: it is preferable to sell truffles to buyers from other regions that use them to feed local trade. This situation causes loss of added value and loss of employment in production and commercial chain. The idea is to promote the truffle trade, with transparent and organized form, and to create a productive and commercial chain useful for the creation of job opportunities. RELEVANCE in terms of As already mentioned, the truffle is a value for the mountains of Macerata, which gives, at the same time, income to holders of truffle’ sites or to truffle hunters, and it can be the driving force for the creation of an economy, including tourism too, related to this product. The sustainability of an economic activity related to truffle cultivation is given by the high added value of the product that quickly repays any investment. OBJECTIVES The general objective is to create a normative and promotional system able to make transparent the truffle trade. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 123 Specific objectives: Build a production chain able to create jobs opportunities in the mountain area; create a brand that identifies the product and links it to the territory. PRECONDITIONS TO FULFILL THE ACTIVITY Approval of laws that hinder the illegal traffic of truffle. Active involvement of truffle growers and hunters in the creation of a production chain able to create job opportunities in the area. Presence of founding resources for the initial investment useful for the construction of production, processing and marketing facilities. RESTRICTIONS, LIMITATIONS Main problems could be given by:ð wrong approach in the active involvement of truffle growers and hunters;ð possible low sensitivity of administrators to enact rules that foster the creation of a business and tourism chain related the truffles. EXPECTED RESULTS AND IMPACTS Expected results: Create transparent economy; create new business opportunities, create new jobs opportunities, promote tourism in the mountain by an economy linked to the truffles Strengths: A large area is covered by truffle sites that justify the commitment to work for the success of this activity. Among the points of weakness, the individualistic character of the local population could be a real obstacle to the need to work together for the creation of an economic chain tied to the truffle. RESOURCES To obtain good results we have to: Convince truffles growers and pickers in the goodness of the project by their active and indispensable role in the creation of a production and sales chain related to truffles. Find investments for infrastructure, for the processing and marketing of the product and its derivatives. Have knowhow related to the truffle chain. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 124 STAKEHOLDERS / TARGET GROUPS / COOPERATION We need to involve all potential stakeholders that will be involved in the creation of the supply chain linked to truffle.Who should be involved, what type of organization (cooperative or other forms), which funding to use, which kind of promotion are answers that we would like to find from the suggestions of WG2 and WG3 and from the discussions between the project partners. METHOD AND STRATEGY (PLANNING, DEVELOPMENT, MONITORING AND EVALUATION, SUSTAINMENT) IMPLEMENTATION, The planning, the steps of realization and the monitoring of results shall be decided after gathering all the information by the activity of WG2 and WG3 and by the suggestion of the partners. SUPPORT In the Province of Macerata we have n.3 Mountain Communities that manage the administrative activities related to truffles and have all data and information necessary to plan a productive chain.Historically, the rural development programmes have given a great impetus to the creation of new sites of truffle, through funding for their plant. The mountain community of Camerino organizes an annual promotional event dedicated to the truffle, called: "THE LAND OF THE TRUFFLE" http://www.terredeltartufo.net/ TITLE “LIVE AT A DONKEY’S PACE” – REDISCOVERING THE MOUNTAIN: LANDSCAPES, HISTORY AND TRADITION BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT The initiative concerns the mountain area in the Province of Macerata, which is 2/3 of the whole territory of the Province itself. The mentioned area has a great tourism potential, thanks to both landscapes and environment, as well as to art, history and traditions you can find in small towns and medieval villages. The Region Marche is mapping the paths system and hiking network the Province of Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 125 Macerata is rich in. You can find a lot of breeders of donkeys in the region, who formed several associations; moreover,donkeys are docile and smart animals. Donkeys create the conditions to improve the tourists enjoyment of the mountain, as families, children and tourists really like them; this way, people can know new mountain paths and walks and get closer to the art, history and traditions of local inhabitants. BACKGROUND Young people have been leaving the mountain area of the Province of Macerata towards new job opportunities away and this situation affects the region, now inhabited by a population older than the Province average. The will behind the initiative is to offer new development opportunities in order to let people enjoy the beautiful mountain features in a creative and playful way, while offering new job opportunities in the tourism and farming fields, particularly interesting for young people. RELEVANCE in terms of The mountain area in the Province of Macerata is rich in paths, small towns and villages, so it is a place to live for everybody. The suggested promoting action of the mountain area, which is based on the figure of the donkey, would be actually sustainable if it was included in the tourism initiatives offered by the Municipalities, the tourists offices and the farmers who would like to improve their farms in a multi-function way. The timetable of such promoting events could be supported by the Province itself, the territorial associations in the mountain region, other institutions or sponsors. The integrated activities focused on the figure of monkey and taking place in the farms could be financially supported by the new programme for the rural development for the 2014-2020 years. OBJECTIVES One of the general aims the initiative addresses to is to offer new chances to know full well the mountain and its features, while setting new job opportunities both in the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 126 tourism and farming fields. The specific aims include: To set a timetable of events taking place all over the mountain region and offering the chance to meet donkeys; to set a hiking “at a donkey’s pace” programme and theme promotional activities, where the figure of donkeys is a means to spread history, traditions, wine and food. To find a site for the placement/introduction of donkeys with the support of local farmers and to start hiking and humpback walks activities, in order to know the region, its landscapes, its historical paths and so on. The placement/introduction of donkeys in the local farms would be even more interesting if it was implemented within a “package tour” or project including also the other local farmers, who could offer completing tourist services, information or support. In order to achieve the mentioned aims, it is very important to know the goals reached within similar experiences which have taken place in similar backgrounds/contexts. PRECONDITIONS TO FULFILL THE ACTIVITY Here’s the list of the conditions required in order to improve the chances this initiative gives: To set an effective information system, which should be addressed to local institutions (Municipalities, territorial associations in the mountain region) and associations (such as tourist offices or cultural associations) which implement promoting activities. To involve the local farmers in the initiative in order to let them take an active part in it; their contribution would consist in donkey breeding and providing donkeys for promotional activities. Farmers should be also supported in the management of the investments and actions necessary to start such activities. To involve the associations taking care of donkeys in the initiative; such associations try to give donkeys a new role at present, in order to make of these animals a smart means to promote the mountain region and to let people enjoy the time spent in this area, thanks also to the slow pace the donkey represents so well. RESTRICTIONS, LIMITATIONS There are no restrictions linked to this initiative. Indeed donkeys were used for tiring/weighty job (they used to transport wood, coal…) in the past and then some breeds have become extinct; thanks to the suggested initiative, donkeys would acquire great importance again and become means to promote the territory, abiding by the European laws of hygiene and animal health. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 127 EXPECTED RESULTS AND IMPACTS The expected results include: ⇒ To enhance the tourist features of the mountain; ⇒ To offer new opportunities of investment and job; ⇒ To promote employment; ⇒ To enhance the paths network, which links adjacent areas, in order to create a collaborative climate among institutions and associations and to use a standard/common way to enhance each local beauties. A central role is played by the promotion activities including donkeys: they can represent a plus point in the promoting programmes periodically offered all over the Province. One of the weaknesses of the initiative is likely to be the lack of funds for farmers, as they would need money in order to set up the already mentioned activities. RESOURCES The required actions in order to make the initiative real are: ⇒ To find the farmers who can provide donkeys for the promotion activities and for breeding; ⇒ To find association promoting the role of donkeys and able to train new farmers both to breed donkeys and to use them in tourist activities; ⇒ To boost the activities aimed to the tourist promotion of the mountain region; STAKEHOLDERS / TARGET GROUPS / COOPERATION Several subjects/potential stakeholders should collaborate in the initiative: farms and farms offering tourists board and local produces; association taking care of the donkeys breed; Municipalities and local associations dealing with the territorial promotion. There can be further potential stakeholders and target groups who could be involved in the suggested project/initiative: they must be found and effectively involved in a common programme. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 128 METHOD AND STRATEGY (PLANNING, DEVELOPMENT, MONITORING AND EVALUATION, SUSTAINMENT) IMPLEMENTATION, The final choice concerning planning, implementing and monitoring activities must be made after gathering all the information produced by WG2 and WG3 activities, within the Green Mountain Project. SUPPORT The Region Law n.2 of the 18th January 2010, amended by the Region Law n. 18 of the same year, governs the establishment of the hiking system in the Marche Region, in order to make hiking activities be a way to create a sustainable tourism development, promote the rediscovery of historical paths and provide the necessary facilities and equipment. The already mentioned Law terms “hiking” as a tourist, sporting, entertaining activity, which can be played far from town centres and which deals with visiting and exploring natural environments, without engine-driven veicles. The Province of Macerata, the National Park of Sibillini Mountains and the other Parks must help and plan the inventory of hiking trails and paths. There are several associations dealing with the enhancement of donkeys (es. The association “La Carovana”, website: http://www.associazionelacarovana.it/sito_della_carovana/home.html). There are also farms where owners already take care of these animals, such as the farm “Terre della Sibilla”, located in Pievebovigliana (Province of Macerata), whose website is: http://www.agriturist.marche.it/agriturismi_marche/agriturismo_pievebovigliana_terre dellasibilla.htm; “Terre della Sibilla” opened the first “Asinovia” (“donkeys path”) of the Region Marche. The Regional Association of Farmers has been promoting the role of donkeys for years within the Farming Exhibition of the Centre of Italy, which the Province of Macerata sets up every year on the month of May. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 129 4.7. ITALY – MONTI SIBILLINI NATIONAL PARK 4.7.1. STRUCTURAL ANALYSIS Aggregate data on the whole territory of MSNP are not available, because it encompasses two Regions (Marche and Umbria), four Provinces (Ascoli Piceno, Fermo, Macerata, Perugia) and 18 Municipalities, not entirely enclosed in the Park area. partner region: Monti Sibillini National Park Assessment for each participating region 1.2. Situation of agriculture and forestry Answer Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, area covered by buildings), Woodland covers about 36% (25,278 ha.), primary and secondary pastures 34% (23,875 ha.), while cultivated areas cover 16% (11,234 ha.) of the surface of the Park. With regard to vegetation, up to 1000m, oak, Ostrya carpinifolia and Fraxinus ornus are predominant, followed by mixed and then pure beech. The limit of forest vegetation is around 1700-1750 m, that is about 100 m lower then original, due to cuttings de-forestation operated in the past for zoo-technical reasons. Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) Trade of agricultural and forestry products/Import and export of agricultural products Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 130 partner region: Monti Sibillini National Park Assessment for each participating region 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned Answer The National Park of Monti Sibillini covers an area of 69,439 hectares, encompassing two Regions (Le Marche and Umbria), four Provinces (Ascoli Piceno, Fermo, Macerata, Perugia) and 18 Municipalities (Acquacanina, Amandola, Arquata del Tronto, Bolognola, Castelsantangelo sul Nera, Cessapalombo, Fiastra, Fiordimonte, Montefortino, Montegallo, Montemonaco, Norcia, Pievebovigliana, Pievetorina, Preci, San Ginesio, Ussita, Visso). Thirteen Municipalities have their main urban area within the boundaries of the protected area; 10 municipalities have more that 50% of their territory in the park area and 4 of these are entirely included in the Park. The Park is characterized by a vast mountain area of calcareous origin that includes territories from approximately 500 m above sea level up to peaks 2476 m above sea level (Mt. Vettore) Grossdomesticproduct (GDM)/per head Population: Population development , age pyramid, population density per km² The total population of the Municipalities of the Park of Monti Sibillini in 2009 was 23,365 inhabitants, representing a very low decrease since 2001 (- 0,061%). The loss was more significant in the smaller municipalities, with some note worthy exceptions. Within the perimeter of the Park, the estimated population is 13,500. Currently the biggest proportion of the population is made up of older people, in line with the trend in nearly every mountain area. This is also due to the return of emigrants of the 50s and 60s, who in their youth moved to the towns in search of employment. Import and Export in € Business activities: number of registered businesses, sector relation in % Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment Should be related to the average situation of the country Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 131 4.7.2. SWOT-ANALYSIS Strengths - - - - - - Improvement of the relationship with the local communities, thanks to direct participation in meetings and contacts with the institutional organisations; Reinforcement of good interpersonal relationships ; Strengthening of listening attitude, moderation ability and negotiation skills when facing critical issues (“getting to yes” strategy”); Adoption of the “win-win” attitude Understanding of the problems of all the stakeholders Experience and ability of the employees in dealing with complex problems and facing different stakeholders and administrators. Enthusiasm and creativity of the great majority of Park’s guides and of the staff of the Environment Educational Centres and cooperatives. Full adoption of the European Charter for Sustainable Tourism in order to distinguish themselves for eco-tourism Concession of the logo of the Park; Weaknesses - - - - The Park, being a non-profit Public Authority, depends largely on contributions coming from the Ministry. This constitutes 85% of its revenue, while 8% (fluctuating) depends on the contributions coming from other Authorities and only 4% comes from the direct sale of products (brochures, catalogues, gadgets, etc.) and services. Since nearly 70% of expenses are running costs (19 employees, 9 Visitor Centres, 6 Refuges, 13 Park Houses, 11 Museums, nearly all entirely financed), it is clear that a further cut to the budget would put at risk the existence of the Park itself, in its current form. The Park image has less credibility in comparison to other National Parks and Protected areas and this is not justified either by the objective qualities of the Park, or by its dimension (the Park constitutes 5% of the surface of all National Parks and, for its extension, it is 11th out of 24). The modest image is also confirmed by the low work force (19 employees instead of the 35 planned, as in other park of similar qualities) Long bureaucratic times for the adoption of the Park Plan, that is nevertheless operative; Operational deficiencies in the surveillance service (National Forest Corp- CTA) , that the Park functionally depends on but is, in fact, independent; Scarce involvement of the CTA in the problems related to preservation and management of the Park, that results in undervaluation and lack of prevention in manageable situations; Insufficient number – in any case - of personnel in the CTA (40 instead of 70), also because some of their duties are not in line with the objectives of the Park; Shortage of professional figures, also in the operative field. The Park , for example, does not have manual workers Internal micro-conflicts (among the Park’s employees); Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report – Partner Contributions 132 - Plan for a sustainable agriculture; Creation of Guides of the Park. Opportunities - - - - Great quality of natural resources: the typical Apennine balance between environment and mountain landscape offers a scenary that is never as harsh and incumbent as the Alpine one. An added fascination is given to the area by the air of mystery that popular traditions, myths and legends give to the area, in full accordance with the natural “coyness” of these places. Improvement of relationships with administrators and citizens due to the numerous contacts; Good synergy with regional and provincial technical offices; increased cooperation with The Mountain Communities. Increasing attention from the public - Subjective perception of the isolation of the Park Overload of work and competences due to insufficient number of staff and absence of Regulations for the internal coordination of the Park; - Difficulty in accessing European projects due to lack of competent staff, mainly in the sector of fund raising (coordination with other authorities); - Lack / absence of signs at the main entrances of the Park. - Signs and posters not emotionally involving. - Lack of real entrances to the Park. - Inadequacy of the perimeter of the Park (difficult to signpost and patrol). Threats - - Economic initiatives in clear contrast with preservation (new buildings, excessive exploitation of natural resources) and by detrimental sport and recreational activities (driving off-road or extreme and invasive sports). The widespread lack of education of the average national and local tourist is also a problem. The best tourist comes from far away. General anthropic pressure on natural components. Water resources are particularly exploited, primarily for drinking water, hydroelectricity and for fish farming. Critical situations caused by the excessive number of recreational and tourist activities and the use of motorized vehicles in sensitive areas. Poaching is quite wide spread, together with the existence of a large number of stray dogs. Covering up of poaching by the local communities Disorganization and lack of programmes and controls in hunting activities around the borders of the park. Prevalence of quarrels, localisms, difficulty in creating partnership (administrators and citizens); Slow process of growth of the tourist sector and higher competitiveness of other areas; Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 133 - - - - - authorities and organizations to the activities and opportunities of the Park; Round tables also with categories potentially hostile to or not in favour of the Park (hunters, breeders, etc.); Economic incentives, also from Europe; - Increase of the European and extraEuropean tourism, often more competent, adequately behaved and less demanding than national tourism. Summer tourism growing, increase in the number of tourists coming also from abroad. Increased number of local events where the involvement of the Park is requested. Increase of school tourism, ideal target for the preparation and fruition of educational baths. - - - - Lack of motivation in the young generation and resistance in accepting the challenge of new professions, including in highly valuable tourist offer; Local tendency to offer services free of charge, depleting them of their economic potential and depriving them of quality (low standard service – low revenue or no revenue at all); Access of tourists in fragile areas and strong resistance from the local administrators to discipline and make profitable this phenomenon. Absence of cohesion among the Park’s Municipalities; lack of homogeneousness both territorial and administrative (5 Municipalities have territories covering thousands of hectares and less then 500 inhabitants); Further estrangement (detachment) from shared objectives and coordination among various authorities (especially the municipalities), due to lower government funds. 114 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 134 4.7.3. INTERVIEWS Interview with Franco Perco, Director of MSNP 1. In which field are you are mainly working? I’m the Director of the Park. 2. I would kindly ask you to take a little time to think of your region/area. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? There is a good conservation of some traditional systems of cultivation and there is not an extreme use of technologies potentially dangerous, also if this applies only to agronomy and not also to zootechnics. 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years´ time – what would you be able to describe in the region in terms of: - appearance of landscape Increase of the woodland, wind turbines close to the Park (but not inside), increase of paved roads and of access to the countryside, increase of the enclosures of protection for cultivations and herds, increase of infrastructures for tourist use. - regionally produced products/specialties Truffles and maybe saffron. Concentrations and specialization of the agricultural activities, decrease of forage crops for abandonment. - regionally operating economic sectors Tourism, that now is still in an embryonic phase; dairy products; niche agricultural products (like the truffle); zootechny and poaching; mineral waters; hydroelectric sector; trout farms. - how the sectors and the civil society are organized – what institutions will be managing rural development First of all the Regions, with the rural development plans, then the Provinces, mountain and agrarian communities . 4. Could you please name the three most important strategic/overall goals in rural development in your region? a) Agriculture as eco-tourist services and valorization of the landscape; b) Cultivations with low energetic and hydric consumption; c) Systems of harm prevention from wildlife very selective and low impacting from a physical and visual point of view (need to preserve wildlife and environmental continuity). 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? a) Overtaking a close mentality unwilling to experiment, because there is a low awareness of the landscape value; b) Overtaking the cultural backwardness of the zootechny, the dominant productive activity, that has very negative side effects on the environment; c) Preventing attempts of leery urbanization, triggered also by the uncritical acceptation of “extreme” sport activities. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report – Partner Contributions 6. What are the necessary steps – from your institution – to meet the above mentioned goals? a) To realize agricultural-environmental agreements in all the territory (up to now they are active only in 4 Municipalities); b) To realize a big number of educational farms, acting as communication centers of the Park mission; c) To promote new professionalisms in tune with the environment, trying to insert them on already existing activities actually implemented in an amateurish and individual way (such as horseback riding, hiking, etc.); d) To increase in a consistent way the natural areas, by strengthening their secrecy and hypothetical dangerousness to enhance their symbolic value; this doesn’t exclude but on the contrary strengthens the regulated usability of other areas. 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? - Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? Agricultural-environmental plans, planning of the hiking trails (not at altitude), system of the guides of the park. - Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? Yes, regarding the cultivations with low energetic and hydric consumption. - Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? Faunal excellence areas, wilderness areas, virtuous harm prevention from faunal dangers, educational farms. 8. Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? Optionally also: Could you name us persons, also important to be involved/ interviewed? Agricultural-environmental plans, introductory report to the budget plan for 2012 (documents available on the Park website, but only in Italian). Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 136 4.7.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Sibillini Great Ring (GAS in Italian): from project to product IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity Country: Italy Regions: Marche and Umbria Project Partner: Monti Sibillini National Park Further organizations that will lead the activity: tourist operators and Public Bodies of the Park territory. BACKGROUND What’s the idea behind the activity/product? Sibillini Great Ring is a hiking trail of about 120 km that covers the whole mountain range, it has been completed in 2001. Divided into nine stages, it’s fully reported and allows to know, besides the variety of landscapes and natural beauty, part of the inestimable cultural heritage that this area still conserves. For better enjoyment of the Great Ring, the Park restructured 7 refuges (out of 8 foreseen). The refuges are managed by private subjects, identified through public notices. They can be used as alternative accommodations placed along the path or in its proximity. GREAT RING OF SIBILLINI Iª STAGE: VISSO - CUPI (length 12,100 km; travel time: 4 h 20') IIª STAGE: CUPI-FIASTRA (length 11,500 km; travel time: 4 h) IIIª STAGE: FIASTRA – MONASTERO (length km 9,100; travel time: 3h) IVª STAGE: MONASTERO – GARULLA (length km 18,27; travel time: 5h 30’) Vª STAGE: GARULLA – RUBBIANO (length km 9,700; travel time: 3h 50’) VIª STAGE: RUBBIANO –COLLE DI MONTEGALLO (length km 13,60; travel time: 5h) VIIª STAGE: COLLE DI MONTEGALLO – COLLE LE CESE (length km 18,57; travel time: 5h 30’) VIIIª STAGE: COLLE LE CESE – CAMPI VECCHIO (length km 19,50; travel time: 6h 30’) IXª STAGE: CAMPI VECCHIO -VISSO (length km 9,500; travel time: 3h 30 Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 137 PROJECT IDEA The Great ring is already a touristic product well organized, that attracts hikers even from European and extra European countries. Nevertheless the system is underemployed, then the idea is to activate a communication and promotion plan, shared with the economical operators and the local institutions, able to increase the fruition of the Great ring through punctual actions. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? The detailed redaction of the communication plan will be made with stakeholders participation, already involved in the Forum for the implementation of the European Charter for Sustainable Tourism. The communication and promotion plan will pursue the guidelines here summarized, based on 4 lines of action: - Promotion of the tourist product - Advertisement of the tourist product - Valorization of the tourist product - “Experience trekking” Promotion of the product Principal interventions to be planned: - Realization of a video product dedicated to hiking valorization and promotion of the Sibillini Great Ring. The DVD will contain an emotional tale of the paths, live documented, related by a figure representative of the hiking world. Moreover it will contain gps tracks, information, useful news and whatever else contributes to configure it as a “multi media guide”; - Organization, in collaboration with Enit (Italian national tourism board) and Marche and Umbria Regions, of promotional initiatives on national and international markets (participation to fairs, presentations to press and/or tour operators); - Organization of educational tours and press tours for journalists and tour operators selected in the course of the mentioned initiatives. Advertisement of the product Principal interventions to be planned: - Realization of advertisement interventions on specialized press, through which to spread also the DVD; - Activation of collaborations with sector newspapers, through support of the mentioned press tours, finalized to publication of editorials related to the Sibillini territory and in particular the Sibillini Great Ring; - “Direct mail” activity. Valorization and marketing of the product - Improvement of the network of accommodation facilities and tourism services related to hiking use, finalized to the creation of specific package tours - of GAS; - To facilitate through the Forum collaboration between tour operators, stimulating the creation of a unique booking center for touristic services related to the fruition of GAS. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 138 “Experience trekking” The intervention consists in the organization of an event linked to the GAS hiking in a given period. For example, it could be detected a week in the month of June to organize a GAS trekking, where in each stage a theatrical performance or an interpretation and discovery performance will be organized. The organization of an event, in addition to attract potential users, represents a good instrument to attract the attention of specialized press and then to become a promotional vehicle. RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. The principal expected result is the increase of tourist flows on the Sibillini Great Ring. This increase should lead to a series of positive direct and indirect impacts: - The tourist flows will be oriented toward areas of big charm but of low environmental fragility (the GAS doesn’t belong to the Zone A: Integral Reserve) - Revitalization of mountain villages and hiking trail areas, that often are keeper of traditional economical activities (sheep farming, agriculture, etc.) sometimes in conflict with the nature preservation, but only if these activities are coherent with the landscape quality of the interested places; - Increase of employment (new jobs for the management of already existing refuges and facilities) - Increase of consume of local food farming products (the Refuges operators are required to use them); - Promotion of a light approach to the natural assets, based on “slowness” (by foot) and reflection, so that there is also an increase of sensitivity towards environment. RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? The biggest problem is finding the financial resources to implement the plan SUPPORT For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). It is desirable a support from external experts who may contribute to redaction of the plan and implementation of some foreseen activities. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 139 4.7.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE Faunal Areas and Wild Parks BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT Indicate the country, the region concerned Describe the activity in relation to mountain character/mountain territory potential: Italy Monti Sibillini National Park – Other Protected Areas A Faunal Area (FA) is a fenced-in area where animals (mammals and/or birds) are kept in such a way to may have a complex and articulated social life, as similar as possible to the one they would have in conditions of complete freedom. More FAs constitute a Wild Park. In this case the Park is provided with internal services, as little restaurants, children's playground, terrariums and what else can be used for a qualified tourist audience. In a fenced-in area the tourist services are placed out the fence and the access to all the structure has to be paid. The FAs promote the access of visitors and in these cases large size animals, mainly mammals, are exposed as they are not dangerous and they have a good capacity to get accustomed to human presence. The favourite species are deers, fallow deers, other Asiatic deers, moufflons and more rarely chamois and ibex. The good practice consists in the possibility to observe wild animals in conditions of semi-freedom. The access is exclusively pedestrian and the animal observation takes place with the same cautions needed to observe them in freedom. Some FAs don’t allow the entrance to visitors, as the ones destined to the wolf or to the European bison; in these cases their economic utility derives by satellite facilities and eventually by exclusive external paths to be paid. Despite possible affinities and appearances, the differences between FAs and traditional zoos are deep and decisive. In the first ones the animals live in (almost) optimal conditions and in large spaces, while in the second ones the main problem is to exhibit many animals in a very limited space. Moreover the FAs have not any relationship with zoo-safari, as these ones are characterized by a spirit of exoticism and (false) adventure totally absent in the first ones. The possible options of FAs are different: 1. economical 2. scientific 3. conservative - protectionist 4. educative and training 5. historic and cultural Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 140 6. hunting 7. touristic The specificity of a FA situated in a mountain area lies in the particular character of the animal species to host, that are big mammals and then they require necessarily a fence. BACKGROUND What’s the idea behind the activity/product, why should it be initiated? The project FAs began in Italy in 1974, in the National Park of Abruzzo, Lazio and Molise, but it is known since long time all over Europe. Originally they were hunting fences, then they acquired multiple purposes, as touristic, educative, training, scientific and economical ones. In Italy this practice developed precisely to enrich of attractions of a Protected Area, especially to develop the educative, touristic and economical finalities. Almost in all the National Parks and in many other natural areas FAs are present (in MSNP there are two active and other five in project). In other countries (Germany, Great Britain, France, Slovenia and Cekia) they absolve also other functions as the hunting and scientific ones. RELEVANCE in terms of Mountain character: - Particular character of the fauna (big mammals) that answers to the tourist demand to see the animals, unlike the FAs located in plain or in humid areas that are mainly dedicated to birds and don’t require necessarily a fence; - Local folklore linked to the fauna. Sustainability: - FAs constitutes a filter of the tourist flows in an area that is possible to control and clean regularly, they help to decongest the traffic in more sensible areas; - Economic input. Law: - A high level of welfare for the animals is assured; - They may absolve a relevant function for the conservation, the re-introduction and the study of rare and threatened species, so they have also a scientific and veterinary value (see Directive 357, that transposes the European Directive Habitat) Beneficiaries: - FAs answer to the tourist training demand to empathize with nature, through the medium of fauna, to break the prejudice of the animal who escapes to the sight of man, especially thanks to “educative” species like the deers. Others: - Possibility to develop other cultural initiatives (museums, children's playground, terrariums, etc.) linked to the educative aim; Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 141 - Possibility to develop local handcraft with a faunal imprint. OBJECTIVES General objectives in relation to short/middle/long term: To produce income; to manage and regulate the tourist flows. Short term: to regulate the tourist flows; Middle term: economical income; Long term: to sensitize and train a naturalistic consciousness. Specific objectives in relation to short/middle/long term They depend on the faunal species we decide to host, for example: wolf −› to sustain its image, deer −› to promote its knowledge. Short term: initiatives of re-introduction of the deer in Italy and of other “easy” species; Middle term: to acquire more scientific information on particular species; Long term: preservation of species in danger of extinction. PRECONDITIONS TO FULFILL THE ACTIVITY Define preconditions required in order to implement the activity: - Presence of an urbanisable area (without damage), close to a built-up area and to a main road (not in the wood); - Presence of old historic structures, like a castle, to be used in sustainable way; - Presence of a habitat adequate for the needs of each animal; - The area should be enclosed at low prices and the enclosure should be safe and practicable. RESTRICTIONS, LIMITATIONS Essential problems that could lead to restrictions and limitations (e.g. legal restrictions, policies): - To differentiate these initiatives from the zoos - To be able to combine the economical aspect with the quality of the exposition - To harmonize the exposition thematic without aiming at the collection of exotic species - To keep the animals in a state of “trusting” wildness - To highlight the concept of training to environmental and naturalistic sensitivity within a typology of activity that lends itself to touristic deviations of low level. - The hunting fences may be problematic and they have to be planned with great accuracy. They not appropriate in protect areas and then they are forbidden in Italy. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 142 EXPECTED RESULTS AND IMPACTS Describe the expected direct and indirect results of as well as positive and tangible impacts: Expected direct results Expected indirect results Impacts Economic income Good image of the area, Training to environmental attractiveness and naturalistic sensitivity, cultural change Regulation of the tourist Attraction of tourism also To make productive flows in close areas marginal areas (mountain) Safeguard of a social fabric, To promote a de-recovery even if minimal of isolated houses in uncomfortable zones, by offering alternative opportunities Creation of new jobs in environmental, naturalistic and touristic fields Justification for “no access” in other precious areas Strong/weak points in terms of sustainability: Weak points: possible low level tourist drift, to look for attractiveness through the exotic, to give low quality shows that confirm the prejudices towards animals, lack of management mentality. Strong points: To make productive marginal areas (mountain), to give finalities to very degraded areas, like the caves, new relationship between man and animal. RESOURCES Identify available/needed resources during development and implementation of the activity/product: Financial: at least € 35.500 for a faunal area of good dimensions; at least 300.000 € for a Wild Park. Human: FA: 2 part-time workers + technical figures when needed (minimal set); WP: 1 manager/director, 1 technician (veterinary), 2 or 3 workers, 2 or 3 receptionist, 1 accountant. Natural: see precondition Skills and knowledge: management, communication, veterinary and naturalistic science, knowledge of languages and relationship skills. Information and communication technologies: pc and webcam Premises: old castles, stables, caves, gazebos, etc. Equipment: 1 tractor, 1 off-road vehicle, mowers, stock room for forage, fences for Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 143 animals who had accidents, uniform for workers. Investments: financials and training. Other: STAKEHOLDERS / TARGET GROUPS / COOPERATION Roles of stakeholders in development and implementation of the activity/product How can they cooperate together Institutional actors: Ministry of Environment and local authorities Other Stakeholders: local communities, foundations, private investors (sponsors), environmentalists and potential volunteers. They can cooperate together through common tables and operational protocols of agreement. METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) Please set procedures of: Planning Development Implementation Monitoring and evaluation Sustainment The project is still in a rough planning phase, so the set of these procedure is premature now. SUPPORT Describe useful information or resources which could contribute to the realization of the activity/product Specialized consulting, above all veterinary ones. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 144 4.8. MONTENEGRO 4.8.1. STRUCTURAL ANALYSIS partner region: 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned PLJEVLJA MUNICIPALITY - MONTENEGRO Answer Pljevlja municipality covers 1346 km² which is 10 % of the total territory of Montenegro. and is third biggest municipality in Montenegro. The municipality comprises of 159 settlements. The settlements are organised in 20 rural communities and 7 comunities that are located in the center of Pljevlja municipality. Grossdomesticproduct (GDM)/per head Data not availabe The municipality has 30.786 inhabitants, of whom 63,30 %, lived in the urban part of municipality of Pljevlja, and 36,7% are siruated in the rural areas. The average age of the population of the municipal center is 35.5 years, the preschool children (under 7 years) is 7.3%, and 78.6% of the adult Population: Population development , age pyramid, population density per population.There were 9921 families, of which 5910 in urban km² parts and to 4011 in other settlements. There are actively engaged in farming about 3000 inhabitants of which 50% were over 60 years, indicating very unfavorable age structure of the agricultural population. Import and Export in € Data not availabele Business activities: number of registered businesses, sector relation in % Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment Should be related to the average situation of the country Data not availabe The number of persons employed in the agriculture sector – under 24 – 600 selfemployed and over 65 years old is 3100 of the selfemployed. The number of housholds in the private forestry sector is approaximately 50 housholds. Also, 74 persons are empolyed in the Managing Forest Company. Municipality takes over 13% of agricultural land and 15% of arable land in Montenegro and contributes over 12% of the total number of cattle and sheep in Montenegro and in accordance with that Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 145 1.2. Situation of agriculture and forestry Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Answer The agricultural land occupies 51% of the total area of the municipality Pljevlja. Most of the active population is employed in economic activities agriculture, hunting and forestry, even 27.6%. The total number of the housholds is 11 346 whereas 4546 are listerd as the farm households, or 40.4%. Out of this number, the 11.8% is located in the urban areas and 81.1% of the housholds are located in the rural regions of the municipality. The farming activities in rural settlements take 60% of the overall economic activites. Out of the total number of the population in agricultural sector the 94.8% is located in the rural areas. The farms are small and without adequate technological devices. Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), The municipality, the total area and agricultural potential, is among the largest and most important in Montenegro. The agricultural land covers 51% of which is dominated by mountain pastures and meadows, especially in the plateau region of Kosaniice The livestock (mainly cattle and sheep) are the most important branches of agricultural sector. In recent years the municipality of Pljevlja stopped the downward trend of number of livestock. The genetic potential of livestock Livestock (LSU per hectare, number of cattle, pigs, sheep has been recently improved through the influence of Ministry of Agriculture and Forestry and its policies and programs. The local authorities and goats, poultry, horses) provided highest subsidies in the state for the livestock. The number of cows is 10454, sheep 30655, goat 1136, pigs 1883, pollutry 19905, bee hives. The main brench of the livestock activity is production of milk, which is further processed into the famous pljevaljski cheese. Also, the lamb meat is known for its quality and exported mainly in the neighbouring Trade of agricultural and forestry products/Import and countiries. About 80% of the total milk produced is processed into cheese in family farms and distributed to markets across the region through of export of agricultural products dealers, traders and the local milk market. However, the standards of the segmented houshold processing and distribution are low compared to the potentials. The total area of 134 600 ha of the municipality are forests and forest lands which occupy 79 458 ha, or 59%, and 40 652 ha of grazing land or 30%. There is 68 494 ha or about 1.91 ha per capita, or 0.79 ha of arable land per capita which represent an important resource for the development. Agricultural Agricultural households with forestry in % production in Pljevlja is mostly carried out on family farms, and slightly in agricultural cooperatives that have a small capacity for agricultural production.Vektra-Jakić "company from Pljevlja is the concessionaire for a period of 30 years in the forest basin in Pljevlja which accounts for 65% of wood potential of Montenegro. Machinery: Tractors (single and double axis) per 100 agricultural households [units] The exact number of the machinery is not known. However, significant investments in agricultural machinery have been made in the past 10 years . The number of tractors and machines increased, but farmers do not have available service repairs and adequate maintenance of the machines, which is an aggravating factor for the development of agriculture. Supply of various agricultural equipment and equipment on the farms (for milking machines, coolers and other equipment) is poor. The use of the existing machinery is also difficult due to poor electricity supply in the rural areas. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 146 4.8.2. SWOT-ANALYSIS STRENGHTS - - The available natural resources: the agricultural land, the forest potential, hidro potential, the mineral resources, traditional production in agriculture, particularly in livestock production , in the traditional crafts production and home-made local character products The potential for development of the tourism (rural, eco, hunting, health, sports and recreation, etc..), Resources for organic food The existence of the markets for most of the agricultural products Areas with special natural values (Ljubišnja, Kosanica) Human Resources, The hospitality of the local population rich cultural and historical heritage WEAKNESSES - - - - - Inadequate roads, electricity, water and utilities, undeveloped social infrastructure in rural areas expressed depopulation - a permanent reduction in the number of inhabitants, Poor old age and educational structure population lack of certain personnel qualifications and entrepreneurship in rural areas undiversified economy of rural areas degradation and devastation of agricultural land as a result of coal mining, fragmentation, lack of specialization and low competitiveness of agricultural products Insufficient development of market infrastructure and facilities for the processing of agricultural products Weak horizontal and vertical correlation of the total food chain Unorganized marketing, promotion and marketing of agricultural products Low levels of standards in agricultural production and processing, A low level of awareness and professional competence of the rural population lack of capital for larger investments in the economic development of rural areas Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 147 OPPORTUNITIES - - - - - modernization and increased competitiveness of agricultural production Sustainable managment of the natural resources infrastructure in the broadest sense Raising the level of social and health care Promotion of natural resources, Efficient evaluation of natural resources (water, agricultural land) increased level of environmental protection with emphasis on areas with special natural values development of organic agriculture rural development and other forms of tourism, Implementation of agricultural products through tourist spending Certification and promotion of indigenous agricultural products (pljevaljski cheese, honey, lamb, etc..) The development of entrepreneurship in rural areas (collection and processing medicinal herbs and forest fruits, wood processing, manufacturing, trade, fisheries, bee keeping, etc..) Association of agricultural producers and processors Training and education of the population in rural areas Increase of mechanisation for agricultural production Valorisation and promotion of rural tourism Valorisation of the rich cultural heritage Sustainable managment of forests education of forestry enterpreners Development of final wood products The use of pre-accession funds EU Rural and Regional Development THREATS - - - - - Overal economic crisis in the region and further Continuation of negative trends - the aging depopualcije villages Inadequate network of trunk, regional and local roads Natural disasters, neglect of other sectors, the dominant share of the mining industry in the economic structure, All tougher restrictions on environmental protection Non-fulfillment of the role of agriculture in economic development and adaptation of the EU lack of manpower development for rural economy non-competitiveness of agricultural products Lack of information about the process of EU integration, Lack of trained personnel to participate in the call to the pre-accession structural and cohesion EU funds The low level of knowledge for the use of funds during the period of EU accession Administrative constraints Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 148 4.8.3. INTERVIEWS Not available 4.8.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Not available 4.8.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE BRANDING AND PROMOTION OF CHEESE AND DAIRY PRODUCTS IN LJUBIŠNJA MOUNTAIN BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT Indicate the country, the region concerned Montenegro, mountainous region of Pljevlja municipality Describe the activity in relation to mountain character/mountain territory potential Ljubisnja is a high Dinaric mountain and has a great agriculture and tourist potential. As such, it has been recognized as a future regional park within the goal C2.9.2-1 of the Spatial Plan of Montenegro until 2020. Ljubisnja is abundant in waters and beautiful landscapes and forests. There are even 77 springs on the south side, and the most renowned is Vojnovac spring at almost 1900m of altitude. Ljubišnja consists of Big Ljubisnja and Small Ljubisnja and the highest peak is Dernjaciste (2.238m). From northwest to southeast, the following peaks rise: Suplja stijena (1.497m), Kobilja glava (1.869m), M. Ljubisnja (2.073m), Dernjacista (2.238m) etc. In parallel with the Tara Canyon there are several high karst plateaus: Glibaci, Bobovo, Slatina and Ogradjenica. The largest part of these plateaus is at the same altitude as Drobnjak Lakes and Piva Mountain on the other side of the Tara Canyon. Ljubisnja is built of late Paleozoic, Triassic, Jurassic, Tertiary and Quaternary rocks. Rich animal world abides in the forests of Ljubisnja. The most numerous species are: roe deer, bear and wild boar, wolf, fox and rabbit, badger, marten, chamois turtle-dove, wood grouse, partridge and many others. The brown bear, wild boar and roe deer are especially interesting because Ljubisnja massif has all conditions for both natural and artificial breeding. Wood grouse (Tetrao urogallus l.) is distinguished as a decoration of the mountain. Apart from hunters and nature lovers, it attracts the attention of artists, both writers and painters who agree that it is one of the most mysterious, intrigue and beautiful animal species which abides in forests of Ljubisnja. All these aspects make the mountain attractive for the tourists. Apart form the natural Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 149 beauties, there is hughe potential for development in agriculture field and especially related to cheese and milk production. These rural mountainous locations of Pljevlja are especially very well known in Montenegro and in neighboring countries for the cheese and dairy products. Numerous families in the rural regions are living out of selling these products on the local market and on the costal region. However, there is no organized brending and promotion as well that could enable to agriculture producers to earn more money and increase living standards of the families. BACKGROUND What’s the idea behind the activity/product, why should it be initiated? The project idea includes creating the logo and definig the promotional campaign that could in order to position product on the market to enhance economic activity in the region and increse income. Also, the project aims to develop tools and provide them to cheese producers in order to be capable to find new distribution and selling channels easier. Activity 1. Define the team to work on brending Activity 2. Select consultants to work on regional brending and promotion campaign Activity 4. Oranise workshops with local stakeholders to make decissions Activity 5. Organise public voting on 3 signs Activity 6. Select brending Activity 7. Organise promotion and visibility campaign RELEVANCE in terms of Mountain character Sustainability Law Beneficiaries Others The project has a mountain character as local domestic and traditional aspect are value added to the product and make it unique in taste. The project is in the line with local strategic and rural development strategy that aims to promote local products and enrich tourism offer and to increase living standards of agricultural producers. Enriched biodiversity and environmentally intact land and waters are competitive advantage for agriculture production and demand for cheese and dairy products. Beneficiaries of the project include at least 50 local cheese producers from Pljevlja region. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 150 OBJECTIVES General objectives in relation to short/middle/long term General objectiveofhe project include increse of standards of citizens in Ljubišnja mountain region. Specific objectives in relation to short/middle/long term The specific objective of the project include brending of the cheese and dairy products from Pljevlja region. PRECONDITIONS TO FULFILL THE ACTIVITY Define preconditions required in order to implement the activity Support from the local government and Ministry of Agriculture RESTRICTIONS, LIMITATIONS Essential problems that could lead to restrictions and limitations (e.g. legal restrictions, policies) EXPECTED RESULTS AND IMPACTS Describe the expected direct and indirect results of as well as positive and tangible impacts, e.g. Expected results related to activities. Expected results from the activities include defining the brending sign and promotion campaign. Expected results related to objectives At least 150 beneficiaries from Pljevlja region who are cheese producers obtain promotional tools to attract market more effectively. Expected results related to the mountain character Strong/weak points in terms of sustainability? The project has strong points for sustainability as it is already a brend for its taste. RESOURCES Identify available/needed resources during development and implementation of the activity/product: Financial Human Natural Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 151 Skills and knowledge Information and communication technologies Premises Equipment Investments Other Consultant for the branding and marketing campaign 10 000 Promotional campaign 30 000 Public hearing 5 000 Premises 2000 Per diems and travel costs of the committee member 4000 Administrative costs 3000 Project manager 5000 Project assistant 3000 Total 62.000 STAKEHOLDERS / TARGET GROUPS / COOPERATION Roles of stakeholders in development and implementation of the activity/product How can they cooperate together METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) Please set procedures of: Planning Development Implementation Monitoring and evaluation Sustainment SUPPORT Describe useful information or resources which could contribute to the realization of the activity/product Best practices from the partners in the region related to planning development and implementation of the idea. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 152 4.9. ROMANIA 4.9.1. STRUCTURAL ANALYSIS partner region: 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned Grossdomesticproduct (GDM)/per head Population: Population development , age pyramid, population density per km² Import and Export in € Business activities: number of registered businesses, sector relation in % Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment Should be related to the average situation of the country 1.2. Domogled Cerna Valley National Park Answer 612 square kilometers, 11 administrative units 150 euros per inhabitant The development of the population is decreasing due to the migration of the youth towards urban areas.70% over 50 years, 25% between 20 and 50 years, and 5% under 20 years. 15 inhabitants per square kilometers. Not the case 32 registered enterprises from which non in the public realation sector 55 % in the production sector; 25 % in the commerce sector and 20 % in the public service sector; the unemployment rate is high due to the lack of permanent job offers in the area. The presented data is in accordance with the average situation of the country. Situation of agriculture and forestry Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) Trade of agricultural and forestry products/Import and export of agricultural products Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] partner region: 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned Grossdomesticproduct (GDM)/per head Population: Population development , age pyramid, population density per km² Import and Export in € Business activities: number of registered businesses, sector relation in % Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment Should be related to the average situation of the country Answer 75 agricultural households per 1000 inhabitants. 1,5 ha average size. 74 % forestry, 26% agriculture 0,2 number / ha; as follows: 550 cattle, 1200 pigs, 3500 sheep, 250 caprine, 5000 fowl, 110 horses. Approximately 5% of the production in the area is exported and consists in forestry products, and the rest is used localy. Represents 95 % from the total enterprises 28 tractors per 100 households. Calimani National Park Answer 2000 square kilometers, 18 administrative units 200 euros per inhabitant 20% over 60 years, 63% between 15 and 59 years, and 17% under 15 years. 35 inhabitants per square kilometers. Not the case 254 registered enterprises from which non in the public realation sector 69,87 % Employment related to the three sectors (initial production, commerce and industry, services) ; 7,2% rate of unemployment 64,64 % Employment related to the three sectors (initial production, commerce and industry, Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 153 1.2. Situation of agriculture and forestry Agricultural households: Agricultural households per 1,000 inhabitants [units] Farm Size in ha (average) Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) Trade of agricultural and forestry products/Import and export of agricultural products Agricultural households with forestry in % Machinery: Tractors (single and double axis) per 100 agricultural households [units] Answer 193 agricultural households per 1000 inhabitants. 1,52 ha average size. arable land - 24,38%; thereof grassland 27,78%; specialised cultivation - 1%, forestry 41,81% 0,74 number / ha; Approximately 30% of the production in the area is exported and consists in forestry products, and the rest is used localy. Represents 44,76 % from the total enterprises 43,11 tractors per 100 households. 4.9.2. SWOT-ANALYSIS Domogled –Cerna Valley National Park Strengths: - The park is easily accessible by car and rail means - The existence of special landscapes, - The biodiversity of the area, including flora and fauna of particular community interest habitats virgin forests. - The traditional life of the local communities / traditional agriculture - The special architectural aspect and communities traditions. - The tourism sector (pensions, travel associations, etc.) - The large carnivores population, known nationally and internationally Weaknesses: - The lack of key infrastructure, including information and interpretation of specific tourism (visitor centers, points of access, thematic paths, parking lots, well-equipped campsites) - The impact of tourism on biodiversity. - The relatively low level use of accommodations for visitors from the local communities. - The reduced number of complex programs to attract different categories of visitors on trails auto interpretative organized tours, guided tours or thematic - Lack of specialized travel agents to promote ecotourism products - Opportunities: - The development of ecotourism worldwide - The possibility that international visitors contribute more to local economic recovery and financing of the park - Promoting international presence made the area as a center of large carnivore species - The increasing of the interest in outdoor recreation - Developing tourist industry and local food - The existence of niches for the development of tourism products with reduced environmental impact, ecotourism specific or more general. - The management role in promoting ecotourism park through its own activities and through partnerships. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 154 Threats: - Uncontrolled and disregard the traditional aspect of mountain areas, - Exploitation of natural resources without strict control (without respecting of the forest exploitation rules) poaching. - Development of mass tourism by increasing the number of visitors unorganized groups, - Increasing quantities of waste left behind by visitors and the lack of appropriate collection and transport to landfills, - Camping random 4.9.3. INTERVIEWS Interview 1 1. In which field are you mainly working? Local Administration - Cornereva Hall 2. I would kindly ask you to take a little time to think of your region. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? The main positive aspects of rural development in the past are: - development of the infrastructure through the elaboration of projects for locality water and sewerage; The main positive aspects of rural development in the present are: - Accessing European funds for the reconstruction and modernization of local/communal and tourist roads. 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years time – what would you be able to describe in the region in terms of: appearance of landscape - Maintaining the present state and appearance of the landscapes, but there are possibilities to appear new infrastructures in the area; regionally produced products/specialties -in terms of regionally produced products we imagine that they will remain the same with the possibility of being commercialized in a special centre. regionally operating economic sectors - development of wind farms which could offer employment for the local communities and establishment of tourism agencies for the promotion of the area. how the sectors and the civil society are organized – what institutions will be managing rural development -the County Council and the local Mayoralty. 4. Could you please name the three most important strategic/overall goals in rural development in your region? - the development of the infrastructure; - development of tourism activities and - creation of new employment possibilities. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 155 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? - the lack of investments what leads to the migration of the local communities; - the lack of infrastructure for the development of tourism activities; - difficulties in implementing projects with external funds. 6. What are the necessary steps – from your institution – to meet the above mentioned goals? - creating a specialized team on local administrative level, who would create and implement projects. 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? -there is a concrete cross border project with the title “Exploring nature across borders” which was approved to be financed. Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? Not the case Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? No 8. Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? We can offer information from the “Regional Action Plan for the environment” and “Organization Plan of the Caras-Severin County”. Optionally also: Could you name us persons, also important to be involved/ interviewed? Interview 2 1. In which field are you mainly working? Local Forestry Department-Baile Herculane 2. I would kindly ask you to take a little time to think of your region. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? The main positive aspects of rural development in the past are: - exploitation of natural recourses; The main positive aspects of rural development in the present are: - exploitation of natural recourses and conservation of the forest ecosystems and development of silvo-tourism. 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years time – what would you be able to describe in the region in terms of: appearance of landscape - the landscape will remain the same, the administration goals will be implemented in a way that the protection of forest surfaces will be maintained; Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 156 regionally produced products/specialties - specific wood products and forestry fruits and development of centers for the commercialization of these products. regionally operating economic sectors - economic agents for the exploitation and commercialization of wood products. how the sectors and the civil society are organized – what institutions will be managing rural development - National Forestry Administration - County Forestry Department. 4. Could you please name the three most important strategic/overall goals in rural development in your region? - Exploitation of wooden materials; - Development of forestry roads; -Certification of high conservation value forests. 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? - climate change which would lead to negative changes in the forest ecosystems; - provoked fires; -exploitation of low quality wood. 6. What are the necessary steps – from your institution – to meet the above mentioned goals? - Obtaining funds for the development of forestry roads and commercialization of certificated wooden materials. 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? - The administrative plan of forestry surfaces was renewed for the next 10 years; Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? Not the case Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? - Project ideas regarding investments in forestry roads reconstruction. 8. Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? The Administrative Plans of the Local Forestry Department-Baile Herculane. Optionally also: Could you name us persons, also important to be involved/ interviewed? Interview 3 1. In which field are you mainly working? Tourism Association Baile Herculane Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 157 2. I would kindly ask you to take a little time to think of your region. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? The main positive aspects of rural development in the past are: - Baile-Herculane spa is a bi-millenary location with an old and strong history in balneary tourism and represented a great attraction for tourist both on national and international level. The main positive aspects of rural development in the present are: - Tourism development through creating complex tourism programs; 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years time – what would you be able to describe in the region in terms of: appearance of landscape - the main wish of the administration is for the landscapes to remain the same. regionally produced products/specialties - specific local and regional traditional products regionally operating economic sectors - Tourism agencies with diverse offers. how the sectors and the civil society are organized – what institutions will be managing rural development Tourism and Rural Development Ministry-County Council 4. Could you please name the three most important strategic/overall goals in rural development in your region? - Creating touristic programs; - Renewal of the accommodation facilities; - Reconstruction of the historical buildings. 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? - the continuous degradation of the historical centre; - the lack of complex tourism programs and entertainment attraction; - investments which would destroy the natural environment. 6. What are the necessary steps – from your institution – to meet the above mentioned goals? - involvement of the Local Authorities and Tourism Agencies in creating a tourism strategy; - financial recourses for implementing the main goals. 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? - Financed projects by the Tourism and Rural Development Ministry for the renewal of the tourism trails and historical centre of Baile Herculane spa. Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? Not the case Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? No Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 158 8. Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? Informational materials regarding the area, web site (www.atbh.ro) Optionally also: Could you name us persons, also important to be involved/ interviewed? 4.9.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Ecotourism in Calimani National Park IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity Calimani National Park (CNP) area is located in the northern Carpathians (Romania), in alimani Mountains and, in terms of tourism it is already well known at national level due to the good radition and fame. The area has also been made famous for the mineral water and the diary products, which earned their good position on the market due to their good quality related also to the quality of the natural environment (very good quality, traditionally managed pastures). CNP will lead the project. BACKGROUND What’s the idea behind the activity/product? Providing education and interpretation for a sustainable and responsible tourism. OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? The main objectives of the project were to promote the concept of ecotourism, to offer training and develop a best practice guide for ecotourism development in the area and to develop a network of local eco-tourism products and services, as first step to the goal of developing the area as an ecotourism destination. RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. Human resources The team will be select from the park’s administration and partners, totally 8 persons. Existing material resources Headquarters for the project office equipments mobile equipment: car, portable GPS Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 159 Necessary material resources equipment for team members Financial resources This project purpose is obtaining funding through Structural Funds IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? In order to achieve the objectives, the project management team idea is to establish a local ecotourism association which will include the stakeholders involved in the tourism sector. A small number of stakeholders will found the Association, which will include one member from all of the most important actors on the local tourism “scene”: 2 guesthouses, 2 tourism services businesses organizing recreational activities in the park and the rest of the area, Călimani National Park Administration, the mountain rescue team, a mayoralty and a local consultant. The Association is going to be the management body of the future destination. The Association will: define the criteria to get in the organization (based on the principles of ecotourism) define and is underway of creating a primary network of services AND criteria to get in the network; a label for the network and criteria to get and use the label. be involved in the tourism zoning for the area Raise awareness and interest for the eligible area - support actions for regional identity – informational panels which will be located in strategic points, promotion through internet and mass-media Organization of specific events for tourism promotion –excursions with tourist groups or with the students from schools located in or near the national park. STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. Stakeholders which will be involved: Local Public Authority County Councils schools around the park NGO’s Target groups: local communities around the park students from school near the park Romanian and foreign tourists RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. a functional Association, which will develop ecotourism activities involving local stakeholders, near the park Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 160 tourists and local communities members awareness about the importance of the CNP RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? The financial support must be obtain from Structural Funds and exist the possibility that this project will not be approved. SUPPORT For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). The CNPA will obtain the support from local stakeholders and public authorities. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 161 4.9.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE Social and economic development of local communities from Domogled-Cerna Valley National Park through tourism promotion IDENTIFICATION OF THE ACTIVITY The project initiative is established in Romania, Caras-Severin county, Prisacina and Dobraia hamlets administratively belonging to Cornereva locality. The responsible for the project implementation is the administration of the Domogled-Cerna Valley National Park and the partner is Cornereva Hall. This particular area is located on the right slope of the Cerna river, in Cerna Mountains. BACKGROUND/why What’s the idea behind the activity/product? On the surface of the park there are areas where economic activity is underdeveloped and we can also find a continuous depopulation of the areas. Nevertheless these areas are rich in exclusive natural beauties which are not exploited as tourist destinations. These areas are endowed with interesting flora and fauna which can attract many nature lovers. The achievement of tourist activities through a very well established plan and also developing visiting infrastructure are raising chances so that the local communities can be able to develop tourist activities and in this way to increase the incomes, their life quality and also reducing depopulation from these areas. Relevance in terms of Mountain character Sustainability Law Beneficiaries Short/brief description of problem and possible solution In Mountain areas human settlements are formed from scattered households where traditional activities are carried out. Prisacina and Dobraia hamlets are completely included in the Cerna Mountains area, their inhabitants have as main activities domestic animal breeding and ecological agriculture with a minimum environmental impact. From conservation point of view these activities on long term within the mountain area Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 162 don’t represent an obstacle in nature conservation. The laws regarding environmental issues mention that the activities of the local communities are nor forbidden on the surface of a protected area and these are presented in the management plan. The beneficiaries are the local communities within Prisacina and Dobraia hamlets, pupils from local schools, students from diverse Universities, Romanian and foreign tourists. There were no problems identified which would block the implementation of the project in a protected area. OBJECTIVES (before background) General: The social and economic sustainable development of the areas from the national park affected by depopulation. Specific: - increase overall competitiveness of the economy in the area - improve the quality of life for local communities - develop a sustainable eco-tourism Short and long term Short term objective: Increasing accessibility in the hamlets area trough reconstruction of the communal road. Long term objective: - acknowledging and promoting of traditional activities and products together with the locals, - making products which can be commercialized and labeled. RESOURCES Resources for the implementation of the activity/product: Financial: To implement this project initiative is very important to obtain financing through Structural Funds or IPA funds through a cross-border project. Human resources: The implementation team of the project is formed from members of the park’s administration and Cornereva Hall. In the present, the staff of the park is formed from 14 members, from which 10 will be involved in the project. Natural resources: This specific area is located inside the national park where a rich natural heritage can be found consisting in attractive flora and fauna for all nature lovers. Skills: The staff involved in the project has past experiences in implementing other projects so Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 163 the activities from this initiative don’t represent a problem. Knowledge: During the past years the staff accumulated enough knowledge to satisfy the requests for the implementation of this kind of projects. Information and Communication Technologies (ICT): Within the administration there is a responsible with awareness and ecological education who is also member of the project staff. Premises: The activities of the project will be carried out at the national park administration’s headquarter, which is a rented location in Baile Herculane. Equipment: All necessary equipment for the implementation in good conditions of the project can be found at the headquarter of the national park. Other Resources available: - the necessary space for the activity of implementation team - office equipment - electronic and office equipments - ground equipment: off road car, portable GPS - 2 unimproved buildings Resources needed: - field equipment for rangers - van with 7+1 places DEVELOPMENT On the surface of the national park we can find hamlets from which Dobraia and Prisacina are included in the project initiative. In these areas the economic activity is underdeveloped and a continuous depopulation can be noticed. However, these areas can be characterized with a large attraction regarding the landscape, traditions, flora and fauna, and unfortunately are not exploited as tourist destinations. Developing the touristic infrastructure and ecotourism activities will increase the chances of the local communities for a better lifestyle through incomes from tourism and also they will be able to sell some of their traditional products. METHODOLOGY Methods to apply Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 164 IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? The management team formed from the national park’s employees together with the mayoralty of Cornereva will coordinate the implementation of the activities within the project and regarding the tourism and educational activities will actively participate. Overview of the proposed main features of your initiative: Main actions/activities: - Creation, development, modernization and promotion of public cross-border infrastructure for tourism (tourist roads within tourism areas/tourist resorts ) – through this activity the access road from Prisacina to Dobraia (two hamlets which belong to Cornereva Hall) will be restored on 15 km length - Creation and development of centers for tourism promotion – rehabilitating of two existing buildings with ecological education purpose and tourists accommodation - Rehabilitation, protection and preservation of tourist attractions, part of cultural heritage for their inclusion in the tourism circuits – reconditioning of 4 water mills, part of cultural heritage - Creation of research studies and plans for tourism promotion and development – development of a tourism plan for the area which will be included in the strategy of the park - Raising awareness and interest for the eligible area - support actions for regional identity – informational panels which will be located in strategic points, promotion through internet and mass-media - Organization of specific events for tourism promotion – obtaining the necessary van for visiting this tourist trail, excursions with tourist groups or with the students from schools located in or near the national park. Time scale: The project will be implemented during 2 years from the moment of signing the financing contract. methods to apply Information on any key factors such as e.g. cooperation/partnerships, etc. STAKEHOLDERS INVOLVEMENT/TARGET GROUP/COOPERATION/Partnership Actors invited/involved: - Local Public Authority - Caras-Severin County Council - Caras-Severin Environmental Protection Agency - Education Units - NGO’s Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 165 Specific target-group(s): - local communities from Prisacina and Dobraia hamlets - students from school units from and near the park - students from different universities - Romanian and foreign tourists expected direct and indirect beneficiaries Expected RESULTS AND IMPACT (after objectives) Describe the expected direct and indirect results of as well as positive and tangible impacts: Expected results: - tourism plans developed and translated in action plans for development and marketing - wider public internationally informed on the project areas and on the entire project The impact on the biodiversity is insignificant because both, the buildings and the road already exist and are located in the sustainable development area of the park. Expected Results related to activities: - 4 cultural objectives restored from the park - 2 restored buildings which will be used as tourism centers - renewed access road to the hamlets Expected Results related to objectives: - 43 families, inhabitants from Prisacina and Dobraia hamlets will have better economic development opportunities - accessibility to the national park Expected Results related to the mountain character: -developed tourism plans and translated in action plans for development and marketing What are the Strong/weak points in terms of sustainability? Strong points: 1. Easy acces by cars and railways to Baile Herculane spa; 2. Diverse relief and landscapes; 3. Diverse Flora and Fauna, habitats included in the Birds and Habitats Directive, virgin forests; 4. Traditional way of life in the local communities; 5. Traditional agricultural practices; 6. Special appearance and architectural traditions within the communities; 7. Partners from the tourist area (board and lodging, tourism associations…) which can be found in Baile-Herculane town; 8. Interested local communities in promoting the natural and cultural values; 9. The town of Baile Herculane is located in the vicinity of the national park; 10. The National Park is Natura 2000 site. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 166 Weak points: 1. The lack of key elements in the specific touristic infrastructure, including information and interpretation (visitor centre, informational points, thematic trails, parking lots and endowed camping areas); 2. Chaotic character of tourism activities and the negative impact on biodiversity; 3. Low use of the accommodation facilities within the local communities by tourists; 4. Small number of more complex touristic programs to attract diverse categories of visitors into organized excursions on self interpretive and thematic trails or excursions with guides; 5. Insufficient tourism agencies specialized on promoting eco-touristic programs; 6. The access to the hamlets is sometimes difficult due to the deteriorated roads; 7. Aged local communities in course of disappearance; 8. The lack of commercial agents who could sale the traditional products of the locals; 9. The absence of permanent locations in the touristic areas for the presentation and commercialization of traditional products. Preconditions to fulfil activities It is necessary to obtain approvals from the concerned institutions and organizations for the realization with success of all activities ( approval of the Scientific Council, Environmental agreement). RESTRICTIONS, LIMITATIONS Essential problems expected Limitations that could hinder the realization of the initiative: For the implementation of this project the administration of the park needs a considerable financial support, but at the moment there is no available amount of money for this matter. The only solution to obtain financing is through Structural Funds or IPA funds from Cross-border projects. Legal: From legal point of view there are no restriction regarding the implementation of this project, because the area where the project is proposed to be implemented is included in the sustainable development area of the national park, where these kind of activities can be carried out. Policies: The regional and local development plans include a development strategy for the local communities in the national park’s area. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 167 SUPPORT e.g. special/detailed information relevant studies possible fact finding missions at regions with already implemented initiatives insourcing of external expertise Regional: The local authorities and stakeholders are supporting this project initiative the only problem is the financial one. National: Accessing funds through cross-border project in partnership, Romania-Serbia. Green Mountain: Accumulated experiences with the occasion of all meetings through the Green Mountain project and also with the help of the presentations of good practices from other Countries in similar areas. CAPITALISATION Territorial cooperation aspects The territorial cooperation consists in the partnership with the Cornereva Hall. REMAINING QUESTIONS TITLE Sustaining the local communities in promoting the traditional products and ecotourism. BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT Indicate the country, the region concerned Describe the activity in relation to mountain character/mountain territory potential Our initiative is located in the south-west part of Romania, on the surface of the Domogled-Cerna Valley National Park, in Caras-Severin and Mehedinti County, in the hamlets belonging administratively to Cornereva and Izverna localities. These areas are situated on the slopes of Cerna Valley, within the Cerna and Mehedinti Mountains. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 168 BACKGROUND What’s the idea behind the activity/product, why should it be initiated? On the surface of the national park there are hamlets where the households of the inhabitants are scattered within the Mountains, which surround the Cerna Valley. These locals can prepare and commercialize diverse traditional products. The households can be reached by hiking the tourist trails which have as starting point Baile Herculane town and certain points on the Cerna Valley. This way the traditional products can be promoted in two ways: - By hiking the trails to the areas where the households are located and tasting and buying these products; - By establishing three promotion centres where the locals will exhibit and sale their products. RELEVANCE in terms of Mountain character: The localities in Mountain areas are formed from scattered households and their inhabitants carry out traditional activities. The hamlets belonging administratively to Cornereva and Izverna localities are entirely in the Cerna and Mehedinti Mountains. Activities carried out by the locals are, animal breeding and ecological agriculture which have a minimum environmental impact. By practicing these activities traditional products were developed which are specific to this area. Sustainability: From nature conservation point of view, the development of these kind of activities in the Mountain area, on the long term, doesn’t represent an obstacle in nature conservation. Law: According to the environmental laws, the activities of local communities are permitted in protected areas and these are presented in the national park’s management plan. Beneficiaries: The beneficiaries are the local communities from Cornereva, Izverna, Prisacina, Dobraia, and Romanian and foreign tourists. Others Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 169 OBJECTIVES General objectives in relation to short/middle/long term: - Sustainable and social-economic development of local communities from Mountain areas within the national park; Promotion of traditional activities and products through ecotourism. Specific objectives in relation to short/middle/long term: - Improving the living standards of the locals; Developing ecotourism; Realizing products what can be labeled and commercialized. PRECONDITIONS TO FULFILL THE ACTIVITY Define preconditions required in order to implement the activity: Preliminary conditions for the implementation of these activities consist in: - the consent of the locals, through which they commit themselves to carry out traditional activities and produce products for a minimum of 5 Years; - financial support for the communities from the local authorities to develop microfarms. RESTRICTIONS, LIMITATIONS Essential problems that could lead to restrictions and limitations (e.g. legal restrictions, policies): For the implementation of the initiative is necessary the involvement of all stakeholders and serious financial support from the budget of the local authorities or by accessing project funds on national and international level. From legal point of view there are no restrictions regarding the implementation of the project, due to the fact that these areas are located in the national park’s sustainable development area, where these activities are allowed. The local and regional development plan anticipates a development strategy of the local communities within the Domogled-Cerna Valley National Park. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 170 EXPECTED RESULTS AND IMPACTS Describe the expected direct and indirect results of as well as positive and tangible impacts, e.g. Expected results related to activities: - a number of 20 products will be labeled and commercialized; - three centres will be established for the commercialization of the products; - three micro-farms will bi developed through partnerships between the locals; - 4 tourist trails will be rehabilitated to develop ecotourism. Expected results related to objectives: - 55 families within the Cornereva and Izverna localities will have better opportunities for economic development; - the traditional activities and products will be maintained for the next generations. Expected results related to the mountain character: - realized tourism plan including an action plan for development and marketing. Strong/weak points in terms of sustainability? Strong points: - Diverse relief and landscapes; - Diverse Flora and Fauna, habitats included in the Birds and Habitats Directive, virgin forests; - Traditional way of life in the local communities; - Traditional agricultural practices; - Special appearance and architectural traditions within the communities; - Partners from the tourist area (board and lodging, tourism associations…) which can be found in Baile-Herculane town; - Interested local communities in promoting the natural and cultural values; - The town of Baile Herculane is located in the vicinity of the national park; - The National Park is Natura 2000 site. Weak points: - The lack of key elements in the specific touristic infrastructure, including information and interpretation (visitor centre, informational points, thematic trails, parking lots and endowed camping areas); - Chaotic character of tourism activities and the negative impact on biodiversity; - Low use of the accomodation facilities within the local communities by tourists; - Small number of more complex touristic programs to attract diverse categories of visitors into organized excursions on self interpretive and thematic trails or excursions with guides; - Insufficient tourism agencies specialized on promoting ecotouristic programs; - The access to the hamlets is sometimes difficult due to the deteriorated roads; Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 171 - Aged local communities in course of disappearance; - The lack of comercial agents who could sale the traditional products of the locals; - The absence of permanent locations in the touristic areas for the presentation and commercialization of traditional products. RESOURCES Identify available/needed resources during development and implementation of the activity/product: Financial: In this area the local communities have small incomes, so the involvement in this type of projects is restrained. Without the support of the local authorities this project can’t be start off. The national park’s administration can’t assure from personal funds the initiative of this project, but wishes to access projects with national or international financing. Human: The employees of the Domogled-Cerna Valley National Park, Cornereva and Izverna Hall. Natural: These areas are situated in a natural protected area and here we can find a very rich natural patrimony consisting in attractive flora and fauna species for all nature lovers. Skills and knowledge: The personnel who will be involved in the project has ability and experience from the implementation of other projects on the surface of the park. The accumulated knowledge over the years fulfills the expectations for the implementation of the project. Information and communication technologies: Within the park’s administration there is a responsible with information and communication who has experience in this field and can participate in the project team. Premises: The team of the project will work at the national park’s headquarters which is a rented place in Baile Herculane town. Equipment: The necessary equipment for the implementation of the project, in good conditions, can be found at the headquarters of the park: - the necessary space for the activity of the implementation team; - office equipment; - electronic equipments; - ground equipment: off road car, portable GPS. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 172 Needed resources: - field equipment for rangers; - off road car. Investments consisting in: - developing three micro-farms (constructions for animal breeding, for the storage and exhibition of the products, e.g.); - arranging three places to commercialize the traditional products, one in Baile Herculane and two other on the Cerna Valley, in the near proximity of the national road 67D. STAKEHOLDERS / TARGET GROUPS / COOPERATION Roles of stakeholders in development and implementation of the activity/product The involved stakeholders: - Local public authorities; - Caras-Severin County Council; - Mehedinti County Council; - Caras-Severin Environmental Protection Agency; - Mehedinti Environmental Protection Agency; - NGO’s. The target groups are the inhabitants from Cornereva, Izverna and from the vicinity of the national park, and Romanian and foreign tourists. The role of each party is to identify on field the needs of the local communities and the measures that needs to be taken in order to realize this project. The Park’s administration will collect all data and harmonize it with the management plan and the regulation of the protected area. How can they cooperate together: The cooperation of all parties will be done through the national park’s administration which will act as a bond to all stakeholders. Also, will organize meetings with all interested factors in order to establish the benefic activities what can be carried out through the project. METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) Please set procedures of: Planning: The action plan will be settled for 2 years from the start off of the project. Development: As mentioned before,the national park is special due to the communities situated on its surface and also due to their traditional activities and traditional products what can be put in good use on local level. On the other hand,these areas are very rich in exclusive Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 173 natural beauties and they are not exploited as tourist destinations. The union of ecotourism and the commercialization of traditional products by the local communities is for sure the optimum solution for their development and the reducation of depopulation. Implementation: The necessary activities needed,to put in practice this initiative, are: 1. Development of 3 micro-farms by realizing partnerships between the inhabitants; 2. Construction of 3 presentation and commercialization centres for the traditional products. One will be in Baile Herculane and two other on the Cerna Valley in the proximity of the national road 67D; 3. Realization of an ecotourism plan what will be included in the tourism strategy; 4. Involvement of the tourism agencies in the tourism programs and product promotion; 5. Labeling a number of 20 traditional products; 6. Organizing special events for the promotion of the traditional products. Monitoring and evaluation: The monitoring of all activities within the project will be done by the national park’s administration who will also conduct all activities. Sustainment: There is support from the local authorities and stakeholders in implementing this project, but the only issue is the financial one. SUPPORT Describe useful information or resources which could contribute to the realization of the activity/product Accessing cross-border project funds, in partnership with other organizations, RomaniaSerbia, or other external project funds. Calimani National Park I. II. Developing a concept of sustainable development through responsible tourism and Creating a network of ecotourism services Tara Dornelor Activities needed within the I initiative: - Improving local policy in the area of tourism development; - Development of tourism infrastructure and related services; - Formation and training personnel involved in tourism activities; - Local public awareness on the significance of the concept of - ecotourism, the importance of ecotourism development; - Developing and promoting ecotourism areas offer. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 174 Activities needed within the II initiative: - Develop ecotourism destinations as an entity is required to coordinate its development and to ensure dialogue between various actors. - This entity will be composed of representatives of public and private sectors of tourism, nature and local government area. Expected results, initiative I, in accordance with the activities: - Adopting the principles of ecotourism and its integration objectives in the local development measures - Improvement of existing tourism infrastructure - Training staff in involved in tourism activities - Awareness sessions on the importance of ecotourism - To get a uniform to promote the area Expected results, initiative II, in accordance with the activities: - The entity have to turn Tara Dornelor into one of the most popular ecotourism destinations and cherished in the Carpathians. Necessary support Restrictions/limitations For implementing these project initiatives a considerable financial support is necessary, which in present is not available for the park’s administration, the only solution is obtaining funding. Support Calimani National Park Administration has the necessary support from public authorities. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 175 4.10. SLOVAKIA 4.10.1. STRUCTURAL ANALYSIS partner region: 2.1 General socio-economic situation Area concerned (km²), number of administrative units (communities) concerned Grossdomesticproduct (GDP)/per head Population: Population development , age pyramid, population density per km² PPP Horehron Answer - area of Public -private parthenership region Horehron (PPP Horehron) = 470 km2 - number of administrative units: 10 municipalities this data is not available on level of this region(NUTS V) PPP Horehron is located in Banskobystrický region (NUTS III), Banskobystrický region: 12 372 in PPS (in 2009) population development: monitoring period (1869-2008) 1869-1930: numbers of inhabitants increased by 43 inhabitants per year 1930-1940: mild decrease 1940-1970: rapid increase in average by 228 inhabitants per year from 1970: decrease in average by 135 inhabitants per year age pyramid: monitoring period (2001/2008) age number of inhabitants 0-15 3565/2879 16-24 2526/2319 25-44 4844/4840 45-59 3182/3456 > 60 3618/3510 density: 36.3 inhabitants/km2 (in 2008) Import and Export in € data is not available on level of this region(NUTS V) Business activities: number of registered businesses, sector relation in % number of registered businesses: 1543 primary sector : 31 % (in 2008) secondary sector: 29% (in 2008) Labour market: Employment related to the three sectors (initial production, commerce and industry, services) in %, rate of unemployment data is not available rate of unemployment: 29 % (in 2007) Should be related to the average situation of the country 1.2. Situation of agriculture and forestry Answer Agricultural households: Agricultural households per 1,000 inhabitants [units] data is not available, number of employee: cca 183 (in 2005) Farm Size in ha (average) 190 ha (in 2005) Land use (% forestry, agriculture – thereof grassland, arable land, orchards, specialised cultivation, fallows, badlands, areacoveredby buildings), monitoring period : 2007 forestry: 65% agrculture: 31.5 % arable: 10.9 % grassland: 87.7 % orchards: 0 % gardens: 1.4% Livestock (LSU per hectare, number of cattle, pigs, sheep and goats, poultry, horses) monitoring period : 2011 cattle: 3677 pigs: 0 sheep: 4475 goats: 74 Trade of agricultural and forestry products/Import and export of agricultural products data is not availabe Agricultural households with forestry in % data is not available, number of employee: cca 216 (in 2005) Machinery: Tractors (single and double axis) per 100 agricultural households [units] data is not available Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 176 4.10.2. SWOT-ANALYIS In regard to economic development Strengths - region with high environmental quality, presence of protected areas - production potential of forests, agricultural land, particularly of meadows and pastures - conditions for extension of breeding of traditional farm animal, fishery and hunting - conditions for development of cultural tourism, recreational and sport tourism, cycling - organizing social, cultural and sports events of regional and supra-regional significance - preserved tradition architecture and rich cultural heritage - development and preservation of traditions, handicraft and folklore - outward: promotion of municipalities by web pages, promotion materials, inward: information newspaper in particular municipalities Opportunities - diversification of economic activities in direction of non-agricultural activities - utilization of local natural resources - re-managing of meadows and pastures - opportunities for implementation of new technologies (utilization of alternative energy sources) - improvement of competitiveness of agro-food and forestry sector - entrance of foreign investors into joint agricultural companies - utilization of state assistance programs and programs financed by EU funds - revitalization of public places in municipalities - creation of complete tourism product - assistance in creating new jobs in small and middle entrepreneurship and services - assistance to private producers – honey, sheep products, support of medicinal herbs growing - creation of regional label “Product of Horehronie” - creation of social enterprise - protected workshop aimed at e.g. folk costume embroidery Weaknesses - inefficient utilization of natural potential of the region - agriculturally disadvantaged – mountain region - economic instability of agricultural companies - unsettled proprietary legal relationships with land - change of typical landscape scenery in consequence of non-managing of meadows and pastures – - abandoning the arable - strong soil erosion - dissolution of industrial companies in the region - negative population trend, population migration - high unemployment, lack of job opportunities - low purchasing power of population - construction restrictions resulting from legislative in force in nature and land protection issues - undeveloped services for needs of sightseeing tourism and recreational sport tourism - non-complex information system of the region - absence of complex tourism product - seasonality in tourism - unfinished tourism centers - insufficient state of state and local roads - building of basic technical infrastructure of municipalities has not finished yet - inadaptable populous Roma community Threats Internal - population aging - efflux of educated workforce to towns/abroad - rising unemployment - devastation of environment - change of typical landscape scenery resulting from non-managing of meadows and pastures - insufficient financial resources for necessary structural changes - insufficient presentation of region - growing inadaptable Roma community External - climate change – warming – short winter - without natural snow –winter tourist season in danger - natural calamities – floods, windstorms - economic crisis - delay of investors entrance to lagging rural areas - great administrative challenges for acquiring finances from state subsidies and EU funds - clientelism and corruption Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 177 4.10.3. INTERVIEWS Interview was done from 15.5 till 23.5.2012. We asked for it following groups of people: 1) 2) 3) 4) 5) Political representatives Representatives of administration Representatives of existing structures of support and financing Representatives of associations Representatives of important companies We identified these people: 1) Political representatives: a mayor of municipality 2) Representatives of administration: a representative of natural conservation institution (National Park Nízke Tatry Administration) 3) Representatives of existing structures of support and financing: a project leader 4) Representatives of associations: a representative of association of Horehron microregion 5) Representatives of important companies: a representative of providing services in tourism We asked these groups of people following questions: 1. In which field are you mainly working? 2. I would kindly ask you to take a little time to think of your region. Could you please describe the most striking and illustrative positive aspects/strengths of rural development which come up in your mind (either right now or in the past)? 3. I would kindly ask you to do a fictive jump in time with us: If you imagine your region in 10 years time – what would you be able to describe in the region in terms of: • appearance of landscape • regionally produced products/specialties • regionally operating economic sectors • how the sectors and the civil society are organized – what institutions will be managing rural development 4. Could you please name the three most important strategic/overall goals in rural development in your region? 5. What are – to your mind – the three most pressing challenges/threats of rural development your region has to face right now? 6. What are the necessary steps – from your institution – to meet the above mentioned goals? 7. What are the concretely planned/envisaged measures in the near future (within the coming three years) – from your institution – to contribute to the fulfillment of the overall goals of rural development in your region? • Are there any concrete project ideas ready to be applied (i.e. with high maturity in terms of planning and financing)? Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 178 • Are there project gaps (i.e. subjects/topics, where no project ideas have come forward yet)? • Are there project ideas, without application yet (i.e. with high maturity in terms of planning but without financing)? 8. Could you name/provide us with documents, which describe strategic goals and operational details of rural development in your region? Could you provide us with statistical data/time series data, which depicts the situation/development of rural development in your region? 9. Optionally also: Could you name us persons, also important to be involved/ interviewed? It was difficult to get information from asked interviewers. Some questions have not been answered. The answers are following: Political representatives: a mayor of municipality 1) A mayor of municipality 2) The main aspect for rural development for our region is that was work out Integrated strategy for development of territory Public private partnership Horehronie and started activity belongs to LEADER approach (more detail info on website http://www.leaderprehorehron.sk/) . Also in the field of infrastructure in our region were build sewerage system in some villages, revitalization of public spaces and reconstructions of buildings for public services. Now we are working on next activities for LEADER approach. 3) Appearance of landscape and regional products: At present, we observe a gradual overgrowing of the landscape due to missing management of agricultural land, so we want to really change the future and preserve the original character of the landscape by the support of local farmers for example through the supporting of selling regional products on local markets. We have to cooperate with state government and in the future established rules for sale of regional products (decreasing level of VAT). Cooperation of sectors: We have to continue in our activities with PPP projects and maintain and improve cooperation for future. 4) Strategic goal: Improving quality of life of PPP Horehron, encouraging diversification of rural economy and increase the competitiveness of the territory on the principle of using natural, human, cultural and historical potential of the area. Specific goals: 1.Encourage innovation in the economic base and support employment in the region, 2.To develop the tourism potential, 3.Support local development and communitybased rehabilitation quality of life in communities. 5) Lack of financial funds for rural development 2. Overgrowing and abandonment of the landscape, Illegal waste disposal 3. rising unemployment – lack of job opportunities. 6) We have to improve cooperation between three sectors public-private-NGOs and work together on removing problems in the territory. Our organization should lobby Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 179 on level of state government to support local farmers and organization of local tourism. 7) not answered 8) Main strategic document is Integrated strategy for development of territory Public private partnership Horehronie which providing all the statistics data of rural development. Representatives of administration: a representative of natural conservation institution (National Park Nízke Tatry Administration) 1) I work as a specialist for environmental education an may main task is organizing activities related to environmental education such as workshops, conference, seminars and educative trails. 2) Revitalization and reconstruction of hiking and educative trails in the territory of National park Low Tatras and supplementing infrastructure for fulfilling the obligations related to Natura 2000 in the Low Tatras National Park. 3) Our organization would like to continue to protect the natural values of the national park, but also support the development of ecotourism in this area, so in terms of land use is necessary, in the future to determine zones of natural conservation and zones for development of tourism and achieve balanced territory of national parks from both aspects of rural development. Cooperation of interested organizations including bodies of natural conservation, economical actors, municipalities, NGOs and public could manage region properly. 4) The most important objective for the development of the region is to promote ecotourism in the area with regard to nature conservation. Improve public awareness of nature and landscape protection. 5) The greatest and strongest threat is pressure from big investors to build large resorts near protected areas. This construction is often very harmful to environment and causing irreversible changes in the landscape. Next challenge is improve relationship between bodies of nature conservation and wide public sector. 6) To negotiate with economic sector and set up rules for nature conservation and development of tourism. 7) Our institution is recently working on these projects: Communication and interpretation Conservation Strategy - The project is aimed at improving communication management of the national park with the public. An infrastructure for fulfilling the obligations related to Natura 2000 in the Low Tatras National Park Improving the material conditions for ensuring the protection of the natural environment within the northern part of Low Tatras National Park, with special regard to the care of areas included in the National List of Habitats of European Importance. Support of pedestrian tourism in the area Chopok – south – Project is aimed on the change of hiking trails in this area. 8) not answered Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 180 Representatives of existing structures of support and financing: a project leader - Not respond Representatives of associations: a representative of association of Horehron micro-region (MR Horehron) 1) I work as a lead manager of Microregional association Horehron. 2) Infrastructure: built sewerage system in villages Pohorelá, Závadka, Polomka, partly built sewerage system in Šumiac, Telgárt, Bacúch. Revitalization of domiciles and public spaces Šumiac – completed, in process Pohorelá and Závadka. Bulit CCTV system in villages Šumiac, Heľpa and Pohorelá. Reconstruction of schools (including interiors and insulations). Built places for collection of waste material in Telgárt and Polomka. Elaborating of the new local plan of villages Telgárt and Šumiac. 3) From the point of view appearance of landscape: abandonment of agricultural land (without support of state government for farmers), vision of gypsy Horehron, rising of poorness. If there will be support from state government through decreasing of VAT on 6% level, than selling of the regional products could be competitive able. If the nature conservation will be protect everything than I won’t predict any development of tourism. There are no cooperation in economic sector, because of that factor vision is not really good. 4) The most specific and most important goal is bring the job opportunities for people which are living in the region and supporting of small and middle enterprisers. 5) Lack of job opportunities in the region, outflow of young well-educated people, increasing of poorness and raising number of gypsies’ inhabitants. 6) For microregions is very hard to achieve any goals and changes because it depends on state government support. Support should be mainly focused on field of tourism, enterprisers and donations for private farmers. 7) MR Horehron tried to join PPP Hehronie and programme LEADER but it did not work. The biggest problem is to make decisions among 10 villages and find out joint goal an lack of calls for microregional associations. 8) Every member of MR Horehron has its own plan for economic and social development and villages Telgárt and Šumiac working on their local plan. Representatives of important companies: a representative of providing services in tourism 1) I work as a chief manager in pension Schweintaal. 2) Activities belongs to PPP Horehronie and LEADER approach, which tries to promote our region, our traditions and promote regional products, possibilities of accommodations and established rules for cooperation of sectors and stakeholders in the territory of our region. 3) Appearance of landscape: Landscape with places of nature beauty, managed agriculture land by local farmers and developed infrastructure. Functional market with regional products could only exist with support state government (e.g. lower level of VAT, easier conditions of selling) regional Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 181 4) 5) 6) 7) 8) government through the supporting of promotion activities. If these conditions will be fulfill, then will be functional market with regional products. a)Well developed infrastructure including roads (reconstruction of roads of every quality), building of sewerage system, electricity and gasification. b) Support from state government in the field of tourism through the financial support, promoting actions, set up strategies for tourism, creation of tourism products cooperation with regional municipalities and local stakeholders. c) To improve quality of sports resorts, monuments and places of national heritage. a) The condition of places of national heritage, monuments and areas of natural beauty. These are often in poor condition, deserted unwell marked and therefore does not attract tourists to visit. b) Outflow of young people which could work in field of tourism. c) Lack of investment into the region. not answered not answered not answered 4.10.4. ALREADY STARTED EXEMPLARY LOCAL INITIATIVES Implementation of the regional trademark for regional products IDENTIFICATION OF THE ACTIVITY Indicate the country, the region concerned, the project partner and further organisations that will lead the activity Country: Slovak Republic Region: Horehron Public –Private Partnership region Project partner: Slovak Environment Agency Further Organization: Public –Private Partnership Horehron Small and middle enterprises Municipalities and regional administration BACKGROUND What’s the idea behind the activity/product? • the region offers of many traditions, traditional products and traditional workshops as a big potential for implementation of regional trademark • an interest of people from the region in maintaining traditions, traditional products and workshops • problems with sales of agricultural products due to a law purchasing power of local inhabitants, pending customers relationship and not accomplished system of governmental intervention in agriculture market, an insufficiently developed distribution system and lack of support of local and regional products by public institutions Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 182 • • • • • • • increasing loss of agriculture land and cultural character of landscape, caused by interrupting management of some agriculture land, mainly in areas with less favourable natural conditions the low responsibility of new owners with handling of agriculture lands and premises missing marketing of regional products non-complexity of services and information system provided in the field of tourism giving a priority not local and regional products in gastronomy sector low competitiveness of small and middle enterprises low level of employment in the region OBJECTIVES What precisely will the initiative set out to do, in both short and long term? What are the overall and specific objectives? • The overall objectives: o to support a sale of domestic products by implementation of regional trademark • The specific objectives: Short/middle term • to implement the regional trademark for regional products • to design the regional trademark • to set up rules of granting and using regional trademark • to draw up an appropriate marketing for supporting of the sale of regional products • to increase employment in the region • to improve competitiveness for small and middle enterprises • to support crafts with using of local and regional materials • to maintain traditional crafts • to raise public awareness in buying regional products with the trademark • to maintain landscape character Long term • to find out tools how to keep a regional trademark on the market • to set up a policy on supporting of the regional product sale • to create a net of regional trademark RESOURCES Describe the resources you will use for the implementation of the activity/product, e.g. financial and human resources, natural resources, skills, knowledge, Information and Communication Technologies (ICT), premises, equipment or other. • Human resources - Public –Private Partnership Horehron: setting up the regional trademark, development of activities for marketing and promotion the regional trademark - External experts: cooperation in setting up the regional trademark - small and middle enterprises: Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 183 • • • • to cooperate in setting up the regional trademark to use the trademark for a sale of their products - regional self-government: to create appropriate conditions in regional policy related to labelling and sale of regional products to approve the regional products, to certificate the regional products - public: to be informed about these regional products to gain interest of public in buying of the regional products Financial sources: - EU founds - a financial contribution of enterprisers in obtaining and using the regional trademark - a financial contribution from state subsidies, e.g. Rural Development Programme of the Slovak Republic 2007 – 2013 - a financial contribution from sale of regional products - sponsoring Natural and cultural sources: - the region with the huge potential of nature and culture heritage - the region with the rich tradition and crafts Premises: - free potential of premises, which can be used for development of production and sale of the regional products IMPLEMENTATION What do you intend to do, using human and other resources, in order to achieve its objectives? Please give an overview of the proposed main features of your initiative: main actions/activities, time scale, methods to apply, information on any key factors such as e.g. cooperation/partnerships, etc. What are the possible weak points in your opinion? • to meet with experts in order to knowledge exchange in labelling • to carry out a survey on interest of regional craftsman and entrepreneurs in using the regional trademark • to ensure financial sources for regional trademark of products ( rules of funding for registration and using the regional trademark) • to identify regional products (mainly: agricultural products, gastronomy products, craft products, natural products, providing of services) and set out criteria for handing out the regional trademark (rules for approving the regional products, rules for marking system • to develop common marketing strategy for promotion and campaign on trademark in target groups (presentation in the medias on international, national, regional and local level; to create and update product catalogue; a creation of information brochures, billboards and other printed informational materials; a development of website and e-shop) • to develop a control mechanism and a marketing strategy for maintaining the regional trademark on the market (to organise fairs, markets and exhibitions) Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 184 • to support labelling in regional policy STAKEHOLDERS INVOLVEMENT/TARGET GROUP Describe the actors invited/involved, specific target-group(s) and expected direct and indirect beneficiaries. Actors • Public -Private Partnership Horehron: o setting up the regional trademark, o development of activities for marketing and promotion the regional trademark • External experts: o cooperation in setting up the regional trademark • regional self-government: o to create appropriate conditions in regional policy related to labelling and sale of regional products o to approve the regional products, to certificate the regional products Target groups • small and middle enterprises: o to cooperate in setting up the regional trademark o to use the trademark for a sale of their products • public: - to be informed about these regional products - to gain interest of public in buying of the regional products Public –Private Partnership Horehron: • the association, that consist of subject of public and private sector • mainly coordinates the regional and spatial development of production restructuring, development of small and medium enterprises, tourism, services, education and culture, transport and technical infrastructure, conservation, environment and natural resources Regional self-government: • municipalities: - ensures and coordinates the elaboration and realization programme of economic and social development of municipality, monitors it regularly and evaluates its fulfillment annually - creates conditions for establishment and development of territorial cooperation and partnership - supports development of entrepreneurial activities needed for development of municipality • Self Government Region: - ensures and coordinates the elaboration and realization programme of economic and social development self governing region, monitors it regularly and evaluates its fulfillment annually. - elaborates proposals of regional innovation strategy and regional innovation policy and other sector strategies and policies. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 185 - - participates in fulfillment of tasks relating to target of the support of regional development in cooperation with the Ministry and other socio-economic partners in self governing region, creates conditions for establishment and development of territorial cooperation and partnerships, supports development of entrepreneurial activities needed for development of municipality RESULTS AND IMPACT Describe the expected direct and indirect results of as well as positive and tangible impacts. • improving competitiveness of small and middle enterprises • increasing sale regional products • maintaining traditions, traditional crafts, traditional ways of farming, processing domestic raw materials in the region • maintaining landscape characters, e.g.: managing agriculture land • complex solving problems in sale of regional products • increasing visit rate in the region, to support development of tourism • the positive impact on promotion of the region • new opportunities of sale of regional products (new places for trading of regional products) • improving marketing of regional products • improving quality of products in region • production of regional products in line with requirements of environmental protection RESTRICTIONS, LIMITATIONS What are the essential problems you expect, what could hinder the realization of the initiative? • a low interest in the regional trademark from enterpriser • a height of price for products is more important for local customers than the quality and origin of products • a lack of support of regional policy for setting up and implementing the regional trademark • implementation of the regional trademark does not have to ensure automatically to increase or keeping employment in the region • a lack of business awareness/ knowledge SUPPORT For the implementation of your initiative, what necessary support do you expect (e.g. special/detailed information, relevant studies, possible fact finding missions at regions with already implemented initiatives, insourcing of external expertise …). • exchange of knowledge in the form of existing studies, communication and cooperation with experts Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 186 4.10.5. POSSIBLE GREEN MOUNTAIN PROJECTS TITLE Branding local/regional products BRIEF DESCRIPTION OF THE ECONOMIC ACTIVITY / PRODUCT The regional brand presents a system of branding products or services, which have a connection to economic activities operating in particular regions as well as in mountain areas. Products/services, which is given the regional brand, particularly: - are environment friendly, - are made from materials coming from region where they are produced, - are made by inhabitants from region where they are produced, - have to meet determined quality standards. It is important to realize that branding regional products/services helps producers to improve their marketing of their sale, but it does not means that if producers have regional brand of their products/services, they have to do nothing for their successful business. These producers, who have their interest in branding, they have to meet determined criteria for regional products/services, they submit an application and after approving it, they have right to use regional brand for their products/services. Apart from a benefit for producers, branding brings the benefit to economic development in a region. By the brand it is possible to serve useful and important information about the region for its promotion outwards or inwards. By this way the region has opportunity to increase the interest to visit it, and so to support development of tourism, what brings next money into region. Purchasing these products/services gives a chance the region to maintain and develop traditional form of manufacturing. Mountain areas provide a huge potential of economic activities, which outputs are products/services meeting rules of branding. Therefore it is very important from point of view of sustainability so that the region would use this opportunity in full power and would adjust conditions for fluent running branding what leads to a guaranteed success. BACKGROUND Mountain areas provide a huge potential of economic activities, which outputs are products/services, which can represent the region under regional brand. People, who live there, they mostly work in agricultural, forest and tourism sector. Many of their products/services are not only local or regional products, but also they are origin. We can not find anywhere, only in such region. One of the ways how to get visible them is branding. With branding of regional products is connected a providing of excellent information about region, that means it promotes the region and it has an indirect impact of visit rate in the region. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 187 Buying of these products/services we contribute to a development of small and middle enterprisers, to a support of employment and also to a saving environment. RELEVANCE in terms of Mountain character: Mountain area has its unrepeatable character influenced by natural and cultural heritage, crafts and tradition of local communities. Products /services, which come from such region, they carry mountain character, in which a work of local craftsmen or farmers is put. Therefore branding regional products/services is a way how to maintain their origin, so that a visitor of region would take a qualitative original product and so he supports not only producers, but also regional economic activities and also he saves environment. Sustainability: The sustainability of branding regional products is depended on: - initiatives of regional product producers, - support regional policy, - awareness of regional/ local communities, - awareness of visitors. Branding regional products does not work without producers. Therefore it is very important so that their business would be successful. It is not possible to expect a success of selling regional products just from the brand. Producers have to initiate good developed business plans, if their business should guarantee the success. The brand should be an inseparable part of these plans. A key to the success to ensure branding as sustainable activity is to create partnerships with public sector, which can influence conditions for development of selling regional products positively. Subjects of public sector have effective opportunities to improve business environment and to increase awareness of regional products/services towards local communities and visitors of region. Law: Law for a support of branding regional products/services on EU and national level does not exist. Mostly branding regional products/services is based on voluntary of local partnership or association, which set up rules for activities from obtaining brand to using brand. Beneficiaries Branding of regional products/services brings a benefit three groups of players: 1)producers - benefits are: a) competitive advantage and increased sale, b) promotion and advertisement of their products, c) cooperation with public sector by some partnerships 2) local communities – benefits are: a) improving opportunity to employ b) improving local services 3) visitors of the region: benefits are: a) easy accessible information of regional products/services b) easy identification of products/services on the market Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 188 OBJECTIVES General objectives Short/middle term Long term • to support a sale of regional • to promote a region under a products/services in order to promotion of brand of regional strengthen the development of products/services in order to support economic activities in a region the development of tourism in a region Specific objectives Short/middle term Long term • to put in place the brand of regional • to promote and sustain using the products/services brand of regional products PRECONDITIONS TO FULFILL THE ACTIVITY It is very important before starting economic activities to analyze preconditions for their realizing. The brands are closely tie with regional products/services and their producers. From this reason a region should have a sufficient potential of production/provision of regional products/service. Producers of regional products should have an active interest to use brand for their business. They should believe that use of brand is good marketing of their sale. In a region it should be opportunities for building sale places of these products. Sale of regional products and providing of regional services request to have built basic infrastructure. Mostly customers of these products are visitors (tourists) of a region. So a region should have a potential for a tourism development. There should be wide variability of recreation activities, so that the accommodation of tourist in a region would not be monotonous and flat. In a region there should be conditions for creating partnership between public and private sectors. Both of subjects participate in a success of achievement of aim of branding and they are both of beneficiaries. RESTRICTIONS, LIMITATIONS Restrictions/limits for branding are: • a successful benefit of producer from a sale of products/providing services description: Run of branding system of regional products/services strongly depends on an interest of producers to insert their finances for using the brand. The interest of producers in the brand increases linearly with a successful benefit from a sale of products. • a seasonality, a limit amount of regional products/services and a narrow spectrum of customers, whom are address products/services description: Some regional products are not possible to produce during whole year therefore an accessibility of products on market is limited. Small and middle enterprisers are available to produce limit amount. In the case of large interest in a product, it is not possible to ensure products on the Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 189 market. Some of products are bought only by visitors of region. • limit sale places description: Regional products are accessible only in specific sale places. It is not possible to get them in supermarkets. EXPECTED RESULTS AND IMPACTS Expected results of branding should be: • a survey of interest in branding • an analysis of an applicability of products/services in a region • an establishment of managing and control subject for all process of branding and rules for its action • logo of a brand • rules for giving and using a brand • a template of application for giving a brand • an establishment of commission that approves applications for giving a brand and rules for its action • a template of certificate for using a brand • a template of contract for using a brand between producers of products/services and managing and control subject • a creation of cooperation between private and public sector by a partnership • information bulletins, brochures for producers of regional products/services and for public • a creation of web side for providing information about: - what is necessary to do so that to get a brand of regional products - how to use a brand - lists of regional products/services which has given a brand - why is good to use a brand and why is good to buy a regional products/services - information about a region, where a product/services is produced/provided • by public sector providing information about branding in a connection with information about a region Expected impacts of branding should be: • in stimulation of economic development in a region • in improvement of promotion of region in relation to tourism development • in improvement of environment protection • in maintaining cultural and natural heritage, an identity of region RESOURCES • Human resources - a managing and control subject, a subject which has real interest in development in a region; its role: o to mange whole process of branding (giving and using a brand) o to control a compliance with rules for using a brand o to communicate with producers/providers of regional products/services and authorities, other subjects of public sector Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 190 to administrate a register of producers/providers regional products/services, web side o to provide information about branding by bulletin, brochures - an approval commission; members of commission have to be impartial; its role: o to approve applications of producers on giving a brand Financial sources: - EU founds - financial contributions from state subsidies - fees of producers/providers of services, who ask for using a brand - financial contributions of producers/providers of services, who use a brand - financial contributions from sale of regional products/from providing regional services - sponsoring Natural and cultural sources: - a region with a potential of nature and culture heritage - a region with rich traditions and crafts Premises: - an accessible potential of premises, which can be used for a production or a sale of the regional products/services o • • • STAKEHOLDERS / TARGET GROUPS / COOPERATION Stakeholder are: • experts; their role: o to cooperate in solving special issues, e.g. criteria of regional product/services, criteria for approval an application for using a brand and etc. with managing and control subject • small and middle enterprises (producers); their role: o to cooperate in a creation of brand a its marketing with managing and control subject with managing and control subject o to promote a region, in which they live with a promotion of their products/services • authorities and other subjects of public sector; its role: o to cooperate in a creation of conditions in a region, which would support a sale of regional products/services with managing and control subject o to cooperate in spreading information about branding, regional products, services and a region with managing and control subject • public; their role: o to cooperate in searching an effective way to provide information about a brand of regional products/regional services to public with managing and control subject Targets groups: • small and middle enterprises (producers); their role: o to use a brand for a sale of their products or for providing their services • public/visitors of a region; their role: o to support an economic development in a region by a buying of the regional products Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 191 An appropriate type of cooperation for branding is multi sector partnership. It is very important so that representatives from public, private and civil sector cooperate together. All three sides are beneficiaries of branding and they can seriously contribute information and solutions to achieving a desired and acceptable result of implementing activities regarding to branding. An establishment of such partnership costs a lot of efforts, but it brings a guarantee benefit. If this subject exists in a region, it is a big advantage of a region. In this case, it is important to use all opportunities so that this subject fulfills a position of manage and control subject for branding. Roles of these representatives of three sectors are mentioned above. METHOD AND STRATEGY (PLANNING, DEVELOPMENT, IMPLEMENTATION, MONITORING AND EVALUATION, SUSTAINMENT) Prepared phase Before realisation of particular activities of branding it is necessary to get information, if regional producers have active and serious interest for using a brand of their products. To get this information it is possible to do survey by questioners or to organize a public meeting with regional producers. Producers must be informed mainly about: - what is a brand of regional products, - what is a goal of brand, - who can use a brand, - how gets a brand, - what benefit is from using a brand, etc. This basic information should be gained from public accessible sources. To conduct prepared phase, it is possible only by covering own financial sources. Develop and implementation phase Firstly it is necessary to develop a project for obtaining financial sources from founds. Each found has its own rules and guide for writing project. It is so important to keep them. After an approval project activities should be realised in follow steps: 1) Logo of brand for regional products to design a logo, which represents character of region to develop design manual to develop rules for using logo of brand for regional products, shops of regional products, workshop of regional products etc. 2) Competence/organisation to establish a subject that is responsible for all administrative operations regarding to giving and using a brand and for all communication with producers/providers of services regarding to giving and using a brand to establish an commission that is responsible for approval of using a brand for products/services 3) Submission of application for giving a brand to determine criteria, who can submit for a brand of regional products; these criteria should be mainly: a) type of products/services b) a guaranty of product/services quality c) environmental friendly products/services Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 192 - - - d) originality and territory connection of products/services with a region to determine criteria, which must meet products/services for giving a brand a) a territory connection with a region b) qualifying licences to products c) financial integrity d) a guaranty of production quality e) environmental friendly production to develop a template of application for producers/providers of services, who want to use a brand, this application should have: a) identification data of producers/providers of services b) basic data about products/services c) information and documents, which declare a fulfilment of criteria for regional products/services to determine a fee for giving a brand 4) Approval of giving a brand to develop a evaluation system for acceptation products/services so that they could use a brand to develop a template of certificate for using a brand to determine a personal capacity of approval commission to determine a time schedule of approval 5) Using a brand to develop rules for using a brand a) to set up rights and obligations of producers/providers of services b) to determine time limit of using a brand c) to determine fee for using a brand to develop rules for controlling abidance of rules for using a brand 6) Promotion of brand to set up rules who, where and how can promote a brand Evaluation phase To evaluate branding is important for sustaining this activity. Evaluation is operated through indicators. Indicators should be proposed so that it would be possible to evaluate a benefit of branding for: - producers, who are a driving force of branding, - sustainable economic development in a region, - local communities, who support a sale of regional products through their buying. Indicators should be relevant, understandable and reliable. In this case they could be for example: - number of users of branding, - number of sold regional products, which are identified a bran, - number of visitors in a region, - number of established job positions regarding to a sale of regional products. Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 193 SUPPORT Association of Regional Products has rich and useful experiences and knowledge of branding of regional products in the Czech Republic. It is responsible for: - coordinated activities for national system of regional brands, - a help member regions to set up and develop a regional brand, - a support of promotion and marketing of regional brand. The web side is: http://www.regional-products.eu/ Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 194 5. REFERENCES Euromontana (2008) Project Euromarc “European Mountain Agrofood products, Retailing and Consumers”. Designation and promotion of mountain quality food products in Europe. Recommendation Booklet 34 p. Dietler, C. (2007): Trotz Label konkurrenzfähig? Referat, Dietler-Clavadetscher, 10 p. http://www.pluswert.ch/de/publikationen.php (last access 28/10/12) FAO (2011) Why invest in sustainable mountain development? Food and Agriculture Organisation of the United Nations (FAO), Rome, 84 p. Friesenbichler, R. (2008): Labels für Nachhaltiges Management – Marktüberblick und theoretische Grundlagen zur Ableitung von Anforderungen an eine Produktauszeichnung. RFU, 31 p. http://www.rfu.at/download/Labels_fuer_Nachhaltiges_Investment_12-2008.pdf (last access 28/10/12) Heinrich S., Krautzer, B., Partl, C., Moser, R., Halland, H., Naumann, U., Uhlig, C., Wagner, J., Jungmeier, M., Wetsels, V., van Laarhoven, D., Peratoner, G., Guitton, M., Šimonovičová, J., Sieghartsleitner, K. (2011) European Good Practice Report, Green Mountain - a Sustainable Development Model for Green Mountain Areas. pp. 70. Horst, T. (2009) Tourism and Economic Development in Mountain Regions, an Economic Assessment. University of Oradea, Faculty of Economics, vol. 4(1), pages 858-860 ICIMOD (2011) Green economy for sustainable mountain development: A concept paper for Rio+20 and beyond. Kathmandu, Nepal: ICIMOD Nordregio (2004) Mountain Areas in Europe: Analysis of mountain areas in EU member states, acceding and other European countries. Final report. Nordregio, Nordic Centre for Spatial Development, 21 p. Reiner K. (2007) Bergtourismus - Herausforderungen und Entwicklungschancen für eine nachhaltigere Entwicklung in: T. Oedl-Wieser (Ed.), Zeitreisen(de) im ländlichen Raum. Diskurse - Re.Visionen. Forschungsbericht Nr. 57, Bundesanstalt für Bergbauernfragen. pp. 41-54. Schleyerbach K., v. Alvensleben R. (1998) The Problem of Labeling and Branding Regional Products, AIR-CAT Workshop "Consumer Preferences for Products of the Own Region/Country and Consequences for the Food Marketing", Ås, Norwegen. pp. 7789. Siegrist D., Boesch M., Renner E. (2009) Labelregionen: Strategie für eine nachhaltige Regionalentwicklung im Alpenraum VDF, Hochschulverlag AG an der ETH Zürich. Web references mountain.TRIP (2012a): Brochure “Serve mountain foods to tourists!” http://www.mountaintrip.eu/images/stories/documents/Tourismus_A5_Engl.pdf mountain.TRIP (2012b): Brochure “Spice up the market with traditional mountain foods!” http://www.mountaintrip.eu/images/stories/documents/Marketing_A5_Engl.pdf mountain.TRIP (2012c): Brochure “The ingredients of successful cooperation” http://www.mountaintrip.eu/images/stories/documents/Mountain_Cooperation_A5_Engl.p df Green Mountain Project - A Sustainable Development Model for Green Mountain Areas: Annex WG1 Final Report - Partner Contributions 195