Case Studies UNDP: FISH PRODUCTION COOPERATION SOCIETIES OF COZUMEL AND VIGIA CHICO, Mexico
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Transcript of Case Studies UNDP: FISH PRODUCTION COOPERATION SOCIETIES OF COZUMEL AND VIGIA CHICO, Mexico
7/27/2019 Case Studies UNDP: FISH PRODUCTION COOPERATION SOCIETIES OF COZUMEL AND VIGIA CHICO, Mexico
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Equator Initiative Case StudiesLocal sustainable development solutions for people, nature, and resilient communities
Mexico
FISH PRODUCTIONCOOPERATIVE SOCIETIES OFCOZUMEL AND VIGIA CHICO
Empowered live
Resilient nation
Empowered live
Resilient nation
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UNDP EQUATOR INITIATIVE CASE STUDY SERIES
Local and indigenous communities across the world are advancing innovative sustainable development solutions that wo
or people and or nature. Few publications or case studies tell the ull story o how such initiatives evolve, the breadth
their impacts, or how they change over time. Fewer still have undertaken to tell these stories with community practition
themselves guiding the narrative.
To mark its 10-year anniversary, the Equator Initiative aims to ll this gap. The ollowing case study is one in a growing ser
that details the work o Equator Prize winners – vetted and peer-reviewed best practices in community-based environmenconservation and sustainable livelihoods. These cases are intended to inspire the policy dialogue needed to take local succ
to scale, to improve the global knowledge base on local environment and development solutions, and to serve as models
replication. Case studies are best viewed and understood with reerence to ‘The Power o Local Action: Lessons rom 10 Years
the Equator Initiative’ , a compendium o lessons learned and policy guidance that draws rom the case material.
Click on the map to visit the Equator Initiative’s searchable case study database.
EditorsEditor-in-Chie: Joseph Corcoran
Managing Editor: Oliver HughesContributing Editors: Dearbhla Keegan, Matthew Konsa, Erin Lewis, Whitney Wilding
Contributing WritersEdayatu Abieodun Lamptey, Erin Atwell, Toni Blackman, Jonathan Clay, Joseph Corcoran, Larissa Currado, Sarah Gordon, Oliver Hughe
Wen-Juan Jiang, Sonal Kanabar, Dearbhla Keegan, Matthew Konsa, Rachael Lader, Patrick Lee, Erin Lewis, Jona Liebl, Mengning Ma,
Mary McGraw, Gabriele Orlandi, Brandon Payne, Juliana Quaresma, Peter Schecter, Martin Sommerschuh, Whitney Wilding, Luna Wu
DesignOliver Hughes, Dearbhla Keegan, Matthew Konsa, Amy Korngiebel, Kimberly Koserowski, Erin Lewis, John Mulqueen, Lorena de la Pa
Brandon Payne, Mariajosé Satizábal G.
AcknowledgementsThe Equator Initiative acknowledges with gratitude the Fish Production Cooperative Societies o Cozumel and Vigia Chico, and
particular the guidance and inputs o Lizabeth Tamayo. All photo credits courtesy o Fish Production Cooperative Societies o Cozum
and Vigia Chico. Maps courtesy o CIA World Factbook and Wikipedia.
Suggested CitationUnited Nations Development Programme. 2012. Fish Production Cooperative Societies o Cozumel and Vigia Chico. Equator Initiative C
Study Series. New York, NY.
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PROJECT SUMMARY
The Fish Production Cooperative Societies o Cozumel andVigía Chico works to advance a model o sustainable shingor local communities. Located on the tropical island o Cozumel, an international tourist destination, and in theSian Ka’an Biosphere Reserve, a national park and UNESCOWorld Heritage Site, the cooperatives have a long history o collaboration dating to the 1960s.
Today, the two cooperative societies coordinate theirshing activities o the coast o the island o Cozumel, witha particular ocus on lobster and scaled sh such as grouper,cod, and snapper. Together, the cooperatives supporttheir 128 members to acquire shing permits, collectivelymanage marine resources, and engage in group decision-making, using grants rom the UNDP/GEF Small GrantsProgramme to improve market supply chains and increasethe abundance and diversity o endemic marine species.
KEY FACTS
EQUATOR PRIZE WINNER: 2006
FOUNDED: 1960
LOCATION: Cozumel, Mexico
BENEFICIARIES: Cooperative members and their familie
BIODIVERSITY: Sian Ka’an Biosphere Reserve
3
THE FISH PRODUCTION COOPERATIVESOCIETIES OF COZUMEL AND VIGIA CHICOMexico
TABLE OF CONTENTS
Background and Context 4
Key Activities and Innovations 5
Biodiversity Impacts 7
Socioeconomic Impacts 8
Sustainability 9
Replication 10
Partners 10
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4
he Fish Production Cooperative Societies o Cozumel and VigíaChico are two cooperatives working in the Mexican State o
Qintana Roo to advance a model o sustainable shing. The rst
ooperative is located on the tropical island o Cozumel, known best
nternationally as a tourist destination or snorkeling and scuba-
iving. The second is located in the Sian Ka’an Biosphere Reserve,
national park and UNESCO World Heritage Site in the Yucatan
eninsula. Both cooperatives ocus on the sustainable harvesting o
marine resources, with an emphasis on the Caribbean spiny lobsterPanulirus argus).
Evolution o two fshing cooperatives
he two cooperative societies have a long, rich history o overlapnd collaboration. The cooperative in Cozumel was ounded in 1960
t the initiative o a private contractor who was selling sh products
nd set out to organize shers to improve coordination o harvesting
ctivities and to increase production. The mobilized shermen
reated a village called Maria Elena and concentrated their extractive
ctivities on the Bay o the Holy Spirit. In 1968, a sub-group o the
ooperative society decided to secede and start a new cooperative.
hese shermen created the village now called Javier Rojo Gómez,
ut geographically known as Punta Allen and shed in the Ascension
ay, located directly adjacent to the Bay o the Holy Spirit. This group
would become the cooperative society o Vigía Chico.
Coordinated lobster management
n 2001 and 2005, respectively, the Vigía Chico and Cozumel
ooperative societies received independent grants rom the UNDP
mplemented GEF-Small Grants Programme (SGP) to expand upon
nd improve their lobster shing practices within the Sian Ka’an
iosphere Reserve. The cooperatives constructed articial lobster
helters, a map o lobster elds, and a database documenting catch
ize and abundance, all as tools to ensure the long-term viability o
obster shing in their respective regions. The grants also created
wo revolving unds, where individual shermen could access
resources to invest in their respective lobster elds. In 2005cooperative society in Cozumel also received a grant rom SGP
USD 30,000) to implement similar marine resource managem
tools: lobster shelters, elds and a comprehensive database. As
resource management practices and interventions came into c
alignment, the two cooperative societies decided to more orm
link their work and collaborate in order to harmonize managem
plans, address common challenges, and chart a common visio
marine resource management in the region.
Today, the two cooperative societies coordinate their s
activities o the coast o the island o Cozumel, with a parti
ocus on lobster and scaled sh such as grouper, cod, and snap
The Cozumel cooperative has 48 members, while the Vigía Ccooperative has 80 members. Together, the cooperatives sup
local shermen to acquire shing permits, collectively ma
marine resources and engage in group decision-making. The ge
operating objectives are to develop sustainable shing prac
in the state o Quintana Roo, improve market supply chains
manner that benets local shermen, strengthen the shing se
by bringing local shermen together, increase the abundance
diversity o endemic marine species, and raise awareness o int
and external shing regulations. Each cooperative is governed b
executive board, which includes a president, secretary, treasure
supervisor.
Background and Context
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55
Key Activities and Innovations
he two cooperatives aim to sustainably manage marine resources in
he region, with an emphasis on conservation o the Caribbean spiny
obster (Panulirus argus). This has been achieved through the creation
nd enorcement o a closed season, a our-month period between
March and June, and the designation o recovery zones where
shermen are prohibited rom catching lobster. Both actions have
iven lobster populations the opportunity to reproduce, regenerate
nd thrive, with positive results or both marine biodiversity and
ocal livelihoods. Both cooperatives also organize sh markets, where
ocal shermen can (and are, in act, required) to sell their products.
his shared market platorm helps the cooperatives stabilize prices
nd minimize the illegal sale o lobsters.
Cooperative activities employ artisanal shing techniques; labour
ntensive methods that use simple technology and have low
operating costs. Participating cooperative members use the lazo, an
luminum or wood rod with a noose that loops around the lobster’s
bdomen; the jamo, a hand net which is attached to an aluminum
oop; and the copo, a combination trawl and cone net device. These
ools have been promoted as alternatives to hook shing in an eort
o encourage live lobster catches.
obster ‘shadows’
oth cooperative societies have created articial shelters called
obster ‘shadows’. These shelters enable shermen to capturehe lobsters live, as opposed to the hook system which was used
previously and which killed the lobsters in the process o the catch.
Capturing the lobsters live permits shermen to choose which will
be removed or sale and which will be released back into the ocean
ntil they have reached maturity and/or had a chance to reproduce.
he shelters have the additional benet o protecting the lobster
population rom some o their predators. Harvesting rom these
helters requires teams o two: one to lit the shelter, and another to
emove the lobsters with a buttery net. Size limits are regulated to
nsure only mature adult lobsters are removed and that egg-bearing
emales are released. Transgression o community rules carries s
nes o USD 100 per lobster. More than 90% o current lobster c
comes rom the ‘shadows’.
Lobster felds and resource mapping
Marine resources are managed through a number o commu
based regulatory systems that control and administer access and
notably including ‘lobster elds’. This designation assigns indiv
or small groups o shermen a territory which is their exclu
domain and in which they have both exclusive rights to sh
place lobster shadows) as well as responsibilities to monitor the
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66
or transgressors and incursion. Unauthorized shermen caught in a
obster eld other than their own have their equipment conscated,
re stripped o their community shing rights, and are expelled rom
he cooperative. Lobster elds are demarcated by buoys; a visual
ystem that is urther complemented by GPS mapping. Coordinates
re taken and processed in a remote sensing laboratory at the Center
Investigation and Advanced Studies, Mérida Unit (CINVESTAV,
Unidad Mérida). This inormation is then used to map lobster elds
nd the positioning o ‘shadows’ within each.
his mapping exercise has been valuable not only in coordinating
he activities o participating cooperative members, but also in
monitoring changes in marine resources. Inormation collected
hrough community mapping is inputted into a central database,
which helps to harmonize shing practices in the Bay o the Holy
pirit and Ascension Bay. Collected inormation includes shermen’s
ame, number o the lobster eld where the catch took place, the
umber o ‘shadows’ checked beore a catch was made, the number
shermen involved in the catch, and the time and date the catch
was made. This inormation has provided the cooperatives with
ata to perorm analysis, which in turn allows them to improve their
fciency, productivity and accountability to one another.
ionfsh
ach cooperative is also engaged in the capture and sale o lionsh
Pterois), a venomous sh characterized by red, white and black
ands and spiky ns. The cooperatives have been active in promoting
he lionsh as an edible species that can be sold in local markets
nd which can provide local shermen with a viable economic
lternative and a supplementary source o income. The lionsh is
lso an invasive alien species, so increasing the demand or the sh
y making it a viable commodity is also helping to promote marine
iodiversity conservation. Lionsh are known to overpopulate rees,isplay aggressive tendencies towards other sh, and to consume
ther aquatic species (including lobster and crab), throwing o the
alance o ree ecosystems. It also has no predators to naturally
ontrol the population.
Rotating und
oth cooperative shing societies operate a rotating und, or what
hey call a community trust und. The und is endowed by individual
ooperative members, who pay into it as part o membership dues.
t also provides a unding target or external donors. The respective
unds were launched with unds provided by the UNDP implemented
GEF-Small Grants Programme. The unds allow individual sher
to purchase upgraded equipment and technology (or exam
concrete lobster shelters) and also provide a social service unc
giving shermen a nancial buer in times o nancial difc
resource scarcity, and natural disasters. (The latter has b
important, as the region is requently hit by hurricanes.)
Capacity building and trainings
Members o each cooperative society have access to cap
building and training on marine resource management, na
planning and running a protable shery. Workshops emphasiz
biological and economic importance o respecting closed sea
and sanctuaries, and educate community members on the lega
lobsters must be when they are caught. Outreach, environme
education and training are also provided to local youth on
unctioning and governance o the cooperative and the princ
o responsible environmental stewardship. This ocus on y
serves two unctions: rst, to instil a conservation ethic in u
generations, thereby ensuring the long-term sustainability o ma
resources; and second, to train new members and young leade
management positions, thereby ensuring institutional sustaina
or the cooperatives. The cooperatives are in the process o crea
an ‘education department’ that will enable members to share t
experiences peer-to-peer with shermen rom other region
Caribbean.
“Decisions on natural resource management must ensure careful consideration for the natur
replenishing capacity of ecosystems and individual species. If resource extraction is necessary,
must be carried out in a sustainable way.”
Lizabeth Tamayo, Fish Production Cooperative Societies of Cozumel and Vigia Chico
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7
Impacts
BIODIVERSITY IMPACTS
The work o the two cooperative societies has had positive impacts
on marine biodiversity in the region. In an area that was previously
plagued by destructive shing practices, unsustainable harvesting
echniques, overshing, and a tendency to capture immature sh
beore they had an opportunity to reproduce, the cooperatives have
ntroduced a marine resource management system that is more
espectul o natural regeneration needs and ecosystem integrity.
The results have been positive both or lobster populations and
he wide variety o scaled sh that inhabit the waters o the Bay
o the Holy Spirit and Ascension Bay. By preventing overshing
nd allowing marine species to reach adulthood, the cooperativeshave acilitated natural reproductive patterns, which have in turn
ncreased species abundance.
One o the most eective systems or biodiversity conservation
nd rejuvenation has been the implementation o closed seasons,
where rom March to June shermen are prohibited rom shing
or lobsters, but are still able to harvest grouper, prawns and
other scaled sh. Comparative analyses over the past three closed
easons show that, when shermen respect the seasonal no-take
ones, overall production has increased. In 2011, or example,
production and catch size doubled that o the previous season. Both
ooperatives have also used this model to restore conch ( Strombus
gigas) populations, another species in need o protective meas
Closed seasons are complemented by sh and lobster sanctu
in areas identied as high-risk o overexploitation or in nee
replenishment. These sanctuaries provide a sae haven, allo
sh, lobster and conch species to ully develop and repopulat
area. The use o articial shelters (or ‘shadows’) in the place o
shing has also enabled local shermen to capture live lob
allowing them more discretion in only harvesting adult lobsters
are o legal size.
The cooperatives have also introduced the use o concrete ra
than palm as construction material or lobster shelters. This has
a positive impact on local biodiversity, in particular or the local known as chit (Trinax radiata). Previously, lobster shelters were m
with chit stems, leading to extensive overharvesting o the palm
its subsequent classication as an endangered species. When
Sian Ka’an Biosphere Reserve was created in 1986, the use o
was banned. Lobster shermen were orced to nd new mater
build the shelters. Finding a viable alternative was a trial and
process, eventually leading to the development o a succe
shelter prototype made o concrete. The Vigía Chico cooper
was the rst to pioneer this model, a best practice that was qu
transerred to the cooperative in Cozumel. This switch to con
has greatly reduced local use o the endangered palm species.
“It is important to carry out a full assessment of a resource before undertaking a conservatio
project. You must understand the relationship between species in an ecosystem before attemptin
any interventions.”
Lizabeth Tamayo, Fish Production Cooperative Societies of Cozumel and Vigia Chico
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SOCIOECONOMIC IMPACTS
Local livelihoods and incomes have improved or local shermen due
o a combination o cooperative interventions, notably including
he harmonization o shing regulations, collective marketing
activities, and the adoption o locally appropriate technology. Prior
o ormation o the cooperatives, no clear rules were in place to
egulate marine resource access and use. Fishing was conducted in
a ree-or-all manner, oten leading to overharvesting, inefcienciesand resource conicts. There was competition between lobster
shermen or the most productive ‘shadows’, but no method in place
or subdividing shing areas in an equitable manner. This led to
conict and disharmony in the shermen community. Through the
creation o designated lobster elds, shermen now have exclusive
ights to sh in specied areas, which in turn has increased efciency
and reduced conicts.
Prior to creation o the cooperatives, there was a similar organizational
vacuum or the sale and marketing o marine products. Under the
current cooperative society model, all members (without exception)
are obligated to deliver their catch to the cooperative collection
center or measurement and merchandizing. This arrangement hasensured uniormity in lobster and other marine resource prices,
beneting both sellers and consumers by providing more certainty.
t has also helped eliminate the practice o illegal lobster sales. Most
ecently, the two cooperatives partnered with our other shing
ocieties in the southern part o Sian Ka’an to orm Integradora de
Pescadores de Quintana Roo, a collective platorm or marketing
ustainably harvested lobster to retailers in the hospitality industry.
This has enabled local shermen to circumvent middlemen who
previously charged a high premium or their services.
The cooperatives have provided local shermen with economic
tability, increasing incomes, acilitating access to a community trust
und, and improving nancial and natural resource management
capacities. Members earn a monthly income o approximately USD
300 rom selling their lobster catch to the cooperative. They also
earn additional income rom selling other sh over the course o
he year, notably during the our-month lobster closed season. The
use o lobster shelters has contributed to increases in local incomes,
as expressed by increases in metric tons o production. In 2008-
2009, the cooperative produced 395.25 lobster tails and 7124.60
ive lobsters. In 2009-2010, 4552.82 lobster tails and 10137.86 live
obsters were produced. In 2010-2011, 8494.18 lobster tails and
25891.21 live lobsters were produced. The community trust und
has been an additional source o nancial security. Cooperative
members can access the und during lean periods or pronouncedperiods o economic need. This has been a particularly valuable
ecurity blanket in recovery periods ollowing natural disasters.
The decision to access the unds is taken democratically, at which
point the resources are distributed equally among all members. In
more steady economic periods, shermen can borrow rom the und
at low interest rates to upgrade shing equipment such as boats,
motors and nets.
The cooperatives have also succeeded in diversiying local and
economic activities. Ecotourism, or example, has become a
signicant source o employment and income, particularly du
the o-season. Four tourism cooperatives have ormed our o
shing cooperatives, which oer visitors sport shing, snorke
bird watching, and dolphin-sighting tours.
8
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9
Sustainability and Replication
SUSTAINABILITYhe two cooperatives have showed a great deal o economic,
olitical and environmental resilience since their ounding in 1960s.
heir longevity can be attributed to their collective ability to react
nd respond to system shocks. The most literal maniestation o this
esilience has been in the ace o natural disasters, most recently in
he wake o Hurricane Wilma, which devastated coral rees in the
egion in 2005. The cooperatives were indispensible in this period,
roviding local shermen with a social and nancial saety net,
llowing them to replace destroyed boats, lobster shelters and other
ocal inrastructure. The community trust und was created with a
rant rom the UNDP implemented GEF-Small Grants Programme.ince then, members pay into the und regularly and are allowed to
ip into the und in times o nancial hardship. Following the natural
isaster in 2005, the community trust und helped local shermen
o rebuild 2,130 lobster shelters, unctionally re-establishing the
obster shing industry and saving it rom the brink o collapse.
he cooperatives have also worked to improve their nancial
management capacity with a view to ensuring long-term
ustainability. In 1988, the Vigía Chico cooperative lost a major asset
when the bank seized its seaood processing plant, causing a severe
risis. That same year, Hurricane Gilbert hit the north o Quintana Roo,
estroying countless lobster shadows and causing outmigration to
rban centers. The cooperatives were unable to pay their debts, andconomic recovery was slow or several years. This process gave the
ooperative a heightened appreciation or the value and necessity
good nancial administration and governance. The cooperatives
ow source out management o their incomes and expenses to a
rivate accounting rm to ensure the sound and eective handling
its nancial aairs.
he consolidation o lobster marketing through Integradora de
escadores de Quinana Roo has provided an additional mechanism
or ensuring the long-term sustainability o the initiative. The
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“Our communities have experienced climate change in the form of strong winds, highe
temperatures and extreme weather shifts. We are also taking steps to adapt, including wate
conservation, recycling and energy management. We are committed to avoiding being part o
unnecessary consumption.”
Lizabeth Tamayo, Fish Production Cooperative Societies of Cozumel and Vigia Chico
1010
ooperatives now have a direct market supply-chain link to the
cotourism and hospitality industries, providing a predictable and
onsistent demand or lobster products.
REPLICATION
Other shing cooperatives in the state o Quintana Roo have been
modeled ater the two cooperatives, including José María Azcorra
nd the Tulum Cooperative. Since these two cooperative were
stablished, there has been ongoing knowledge exchange, and peer-
o-peer site visits. This has allowed or the transer o best practice and
essons learned across communties, which ultimately has benets orocal economies and biodiversity. The cooperative model advanced
n Cozumel and Vigía Chico has also been promoted throughout the
aribbean. Conerences, seminars, workshops, and eld visits have
rovided opportunities or the cooperatives to exchange ideas,
essons, methodologies and experiences with shing communities
rom Mexico, Belize, Honduras, Guatemala, Cuba, the Dominican
epublic, Panama, and the United States. As one example, in 2008, a
roup rom the Dominican Republic (called Ree Check) visited the
ooperatives or a six-day learning mission on closed seasons and
cotourism activities. The cooperatives conducted demonstration
ctivities on the constructio o lobster shelters and held a y shing
workshop, among other trainings on coral ree monitorin and
cological assessments o ree health. These exchanges motivated
creation o a commission or knowledge exchange and a partne
or the regional management o sheries in the Mesoamerican
System.
PARTNERS
The cooperatives have omented partnerships with several rese
centers in the region, which assist primarily in monitoring
evaluation and ecological assessments. Notable research part
include the Fisheries Department o the Southern Frontier Sc
College, which studies perormance o the lobster shery; the Ce
o Investigation and Advanced Studies, Mérida Unit (CINVESUnidad Mérida ), which coordinates ecological assessments o o
oor habitats and their relation to the spiny lobster sheries;
Ascension Bay, Sian Ka’an Biosphere Reserve. The cooperatives
also orged partnerships with various levels o government. Fed
state, and municipal governments have provided capacity build
technical and resource support, including the purchase o eng
boats, and rerigerators. The UNDP implemented GEF-Small Gr
Programme has been instrumental in providing catalytic
or community level work. Further partnerships have been o
with the United Nations Foundation, the GEF-SGP Commu
Management o Protected Areas or Conservation (COMP
initiative, and Conservation International.
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Click the thumbnails below to read more case studies like this:
FURTHER REFERENCE
Sociedad Cooperativa de Producción Pesquera Cozumel Video (Spanish) (Vimeo) vimeo.com/24535945
Sosa-Cordero, S, M.L.A. Liceaga-Correa, and J.C. Seijo. The Punta Allen lobster shery: current status and recent trends. http://biblio
cinvestav.mx/indicadores/texto_completo/cinvestav/2008/158067_1.pd
quator Initiative
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onnecting countries to knowledge, experience and resources to help people build a better lie.
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o recognize and advance local sustainable development solutions or people, nature and resilient communities.
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