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March 2001

Bertinoro Initiative 2000:
Enhancing Land Registration and Cadastral Systems in Countries in Transition

The 2000 Bertinoro International Seminar
Bertinoro, Italy
26 - 30 November

Part I



Table of Contents

  1. Introduction
    Paul Munro-Faure, Chief, Land Tenure Service, FAO


  2. Identification of Training Needs
    2.1. Strategic and operational management
    2.2. Financial management
    Part II
    2.3. Customer service and product development
    2.4. Legal and policy frameworks
    2.5. Administrative effectiveness


  3. Identification of Strategies
    3.1. Verifying the results
    3.2. Financing the training
    3.3. Securing implementation


Annex 1: List of Participants

Annex 2: Programme

The Bertinoro Initiative 2000

1. Introduction

Paul Munro-Faure, Chief, Land Tenure Service, FAO

The "Bertinoro Initiative" was started by the Food and Agriculture Organization of the United Nations (FAO) and the Government of Italy to assist transition countries in Central and Eastern Europe (CEE) in their development of effective land tenure and land administration systems. The transformation that has taken place in CEE countries has underscored the importance of putting in place the policy and institutional arrangements necessary for building stable social relations. Mechanisms for ensuring fair, transparent and secure access to land and natural resources and the protection of property rights are required for rural development to be sustainable. This is part of FAO's overall concern for food security on one hand and its concern for poverty alleviation on the other.

The Bertinoro Seminar for 2000 builds on the previous seminars which provided a forum for fostering cooperation and sharing knowledge. The 1997 Bertinoro Seminar focussed on Northeast Europe and in 1998 it addressed the Black Sea countries. In 1999, the Bertinoro Initiative was directed towards Southeast Europe and was broadened to include the Cervia Land Tenure School as well as the 1999 Bertinoro Seminar. These events brought together experts from Albania, Bulgaria, Croatia, Czech Republic, Estonia, Georgia, Hungary, Latvia, Lithuania, Moldova, Poland, Romania, the Russian Federation, Slovak Republic, Slovenia, Turkey, Ukraine, and Yugoslavia. Other participants came from Australia, Austria, Belgium, Canada, France, Germany, Greece, Italy, The Netherlands, United Kingdom, and USA.

This year's Seminar is directed towards building capacity in land administration agencies in CEE countries, thereby enabling them to provide the services needed to support sustainable development. Its theme is "Enhancing Land Registration and Cadastral Systems in Countries in Transition". The immediate objective is to identify training needs of land registration and cadastre agencies in CEE countries and potential strategies for meeting those needs. A longer-term objective is to use the needs identified at the Seminar in discussions with other parties regarding the development of courses. The participants in the seminar consisted of high-level experts from Albania, Bulgaria, Czech Republic, Hungary, the Republic of Macedonia, Romania, the Russian Federation and Ukraine. Moderators and other resource persons came from Austria, Canada, Italy, the Netherlands, Norway, and Sweden.

The Seminar was organized by FAO, the Italian Ministry of Foreign Affairs, the Province of Bologna (Italy), ITALECO S.p.A. (Italy), the Center of Legal Competence (Austria), and the Landau Network - Centro Alessandro Volta (Italy). Additional support was provided by the Cadastre and Public Registers Agency (Netherlands), the Austrian Federal Office of Metrology & Surveying, the University of New Brunswick (Canada) and Statens Kartverk (Norway).

This report documents the Bertinoro Initiative for 2000. Section 2 describes training needs identified at the seminar while Section 3 presents strategies for addressing those needs. Annex 1 lists the participants and annex 2 gives the programme.

2. Identification of Training Needs

The Bertinoro Seminar for 2000 was directed towards enhancing land registration and cadastral systems in countries in transition. During the seminar, participants from Central and Eastern European countries identified a wide range of training that is needed to improve the capacity of their agencies to respond to external and internal demands. Training needs were identified in five main areas:

Instruments identified for meeting training included formal courses, seminars, workshops, and guidelines. The training needs discussed are presented below.

2.1 Session 1: Training needs to improve the strategic and operational management (strategic planning, operational management, quality control, risk management, technological change)

Introduction

The session looked at the broad spectrum of management essential for the effective management of registration and cadastral organisations. A division was drawn between the need for a vision, and how to translate that into practical plans for developing an organisation (strategic management), and the necessity for ensuring that the capacity is in place to enable these plans to be realised (operational management).

These two requirements formed the basis for the two working group sessions.

The operational management group considered the wide range of issues involved in the management of an organisation, and particularly doing so in the context of transition. The training requirements identified by this group were targeted principally at the senior managers and at the operational managers. Two courses were identified for the former, dealing with the key practical issues of how to develop the organisation so that it can enjoy a degree of autonomy, and the vital question of how to identify, recruit and retain senior managers who will have the capacity to achieve this. At the operational management levels, a wide range of important issues were identified for training, resulting in five course proposals. These included courses dealing with the legal framework and how to work effectively within it, courses on managing the organisation as a business, on human resource management, on information and communication technology management, and on how international policy and experience feeds into and influences management.

The strategic management group discussed the key issues that are being faced by many of the transitional economies, in which there is a degree of commonality, and felt that the way forward was to create the capacity in the senior managers to develop their organisations within this dynamic framework. This involved the development of a series of short term training initiatives directed at creating the capacity for strategic planning and management in senior and middle managers. In the long term, there is a vital need to create capacity in the universities to prepare graduates with this knowledge, developing broader business oriented curricula in place of traditional technically focussed curricula. Training for universities to support appropriate curriculum development were seen as vital.

Summary of course proposals
Operational Management
2.1.1 Developing effective autonomy in land registration and cadastral organizations
2.1.2 Selecting senior managers
2.1.3 Working with the law
2.1.4 Land registration and cadastral organizations as businesses
2.1.5 Managing your people
2.1.6 Managing requirements for information and communication technology
2.1.7 International issues in operational management

Strategic Management
2.1.8 Developing business planning for strategic management
2.1.9 Implementing business planning for strategic management
2.1.10 Developing business planning and strategic management in university curricula

2.1.1 Developing effective autonomy in land registration and cadastral organizations

Topics to be covered

Management control and efficiency norms
Financial management and budgets
Pricing policies and self financing organisations
Investment decisions
Decentralisation

Target audience

Senior managers

Duration

3 days

Timing

High priority

Location

In-country with possible study tour using international experience

Language

Country language

2.1.2 Selecting senior managers

Topics to be covered

Developing personnel profiles for new functions Selecting, recruiting and retaining senior managers

Target audience

Senior managers and human resources managers

Duration

3 days

Timing

High priority

Location

In-country

Language

Country language

2.1.3 Working with the law

Topics to be covered

Legislation currently in force
Different legal systems
Implementing the law

Target audience

Operational managers

Duration

1-2 weeks

Timing

High priority with follow ups

Location

In country

Language

Country language

2.1.4 Land registration and cadastral organizations as businesses

Topics to be covered

Customer and market orientation
Cost allocation
Innovation
Quality control
Control management

Target audience

Operational managers

Duration

3-4 weeks

Timing

High priority with follow ups

Location

In-country

Language

Country language

2.1.5 Managing your people

Topics to be covered

Psychology
Contracts
Labour conditions

Target audience

Operational managers and human resources personnel

Duration

2 weeks

Timing

High priority with follow ups

Location

In-country

Language

Country language

2.1.6 Managing requirements for information and communication technology

Topics to be covered

Critical appraisal of ITC requirements
Selecting and tendering processes to meet ITC requirements

Target audience

Operational managers

Duration

3 days

Timing

High priority

Location

In-country

Language

Country language

2.1.7 International issues in operational management

Topics to be covered

International issues in organizational management including quality management standards, EU related development in organisational management - acquis communautaire

Target audience

Operational managers in relevant land administration organisations of pre-accession countries or appropriate

Duration

3 days

Timing

High priority, but depending of stage of pre-accession

Location

In-country

Language

Country language

2.1.8 Developing business planning for strategic management

Topics to be covered

Organisations as businesses
Business planning
Identifying targets and fulfilling responsibilities
Developing business strategies
Implementing the strategies
Monitoring performance and quality issues
Decentralising effective management
Working with other organisations; synergies

Target audience

Senior managers

Duration

3-5 days

Timing

High priority

Location

International and in-country

Language

English

2.1.9 Implementing business planning for strategic management

Topics to be covered

Organisations as businesses
Business planning
Identifying targets and fulfilling responsibilities
Developing business strategies
Implementing the strategies
Monitoring performance and quality issues
Decentralising effective management
Working with other organisations; synergies

Target audience

Senior and middle managers

Duration

Modular structure; 1 month total training in short modules of 1-2 days over 12 months

Timing

High priority; commencing after course 2.1.8

Location

In-country

Language

Country language

2.1.10 Developing business planning and strategic management in university curricula

Topics to be covered

Assessment of needs
Training requirements
Course design
Syllabi
Resource availability
Resource requirements
Networking of universities

Target audience

University faculty, senior management of relevant organisations, professional and NGOs

Duration

3-5 days

Timing

High priority

Location

International and in-country

Language

English

2.2 Session 2: Training needs to improve financial management (cost recovery, pricing of products and services, budgeting and cost control)

Introduction

The session looked at current perspectives on financial management and particularly at initiatives to develop cost recovery approaches in land registration and surveying and mapping organisations. The role of cost recovery as a part of general policy on public sector service provision was also examined. The session broke into two working groups relating to cost recovery and financing issues. The responsibilities of the first group were to look at training in relation to the development of cost recovery and financing policies. The second group looked at these in relation to the implementation of decided cost recovery and financing policies.

The first of these, the cost recovery and financing policy group, examined the training requirements in relation to policy development, and addressing both the general policy issue and its broader implications, and how such policies affect the operations and targets of registration and cadastral organisations. The group considered that individual countries look at the issue of cost recovery and financing differently, notwithstanding the clear trend towards cost recovery and the movement towards complete self financing. In particular the different positions of an organisation responsible for registration, where self financing may be readily achievable, and a cadastre and mapping organisation, where this may be problematic, were identified. The needs in this area were seen to include the broad requirement to develop understanding and policy at the highest levels, and this was seen as a two stage process. The first series of training courses necessary was seen at the national level, to enable preliminary views on the current situation on cost recovery in country to be identified and debated. The second series of courses was seen as appropriate in a regional/international context, to enable a cross section of international good practice to be presented and discussed, integrated with workshops on how this could be developed and adapted to individual country experience in the region. It was considered that in many cases the realisation of such cost recovery policies will be a medium to long term aim, particularly in relation to cadastral and mapping organisations. In order to facilitate this development the need for a specific training manual, Guidelines on Implementing Cost Recovery, was generally accepted. A further training need was in the area of identifying new products and services.

The cost recovery and financing implementation group examined training needs that would arise once the decision to proceed down the cost recovery path is taken. Two specific areas of training were seen to be necessary, in particular these addressed how to meet the challenge of implementing cost recovery in surveying and mapping organisations, and secondly how to deal with the necessary analysis to enable cost recovery to proceed.

Summary of course proposals
Cost recovery and financing policy
2.2.1 Cost recovery and financing options: the national position
2.2.2 Cost recovery and financing workshops: developing and implementing the national perspective
2.2.3 Development of cost recovery guidelines as training materials
2.2.4 Cost recovery and financing prospects through new products and services

Cost recovery and financing implementation
2.2.5 Cost recovery in surveying and mapping organisations
2.2.6 Cost recovery analysis

2.2.1 Cost recovery and financing options: the national position

Topics to be covered

Analysis of cost recovery experience
Government policy directions on cost recovery
Position of registration and cadastre organisations
Positions of relevant NGOs

Target audience

Key politicians, senior managers of registration and cadastre organisations, relevant professional and NGOs

Duration

3 days

Timing

High priority

Location

In-country with international know how support; workshop style

Language

Country language

2.2.2 Cost recovery and financing workshops: developing and implementing the national perspective

Topics to be covered

Analysis of cost recovery experience - international good practice
Government policy directions on cost recovery
Position of registration and cadastre organisations
Positions of relevant NGOs

Target audience

Key politicians, senior managers of registration and cadastre organisations, relevant professional and NGOs

Duration

1 week

Timing

High priority; following course 2.2.1

Location

International in region with international know how support; workshop style

Language

English

2.2.3 Cost recovery guidelines: training materials

Topics to be covered

Preparation of training materials
Concept of cost recovery
Rationale for cost recovery
Implementing cost recovery
Good practice in cost recovery
Resources implications of implementing cost recovery

Target audience

Key politicians, senior managers of registration and cadastre organisations, relevant professional and NGOs, and academics

Duration

N/a

Timing

High priority

Location

N/a

Language

English and country language

2.2.4 Cost recovery and financing prospects through new products and services

Topics to be covered

International experience in developing new products and services
Developed market economy experience
Transitional economy experience
Prospects for developing new products and services

Target audience

Senior management and managers responsible for marketing/new products

Duration

3 days

Timing

High priority

Location

International and in-country

Language

English

2.2.5 Cost recovery in surveying and mapping organisations

Topics to be covered

Technology, methodology
Contract management and public-private issues
Cost-quality issues
Organisational issues
Costs of updating

Target audience

Directors/managers of cadastre enterprises/offices, and chairpersons of land committees
Private land surveying enterprises

Duration

2 weeks

Timing

High priority

Location

In-country, using international know-how

Language

Country language

2.2.6 Cost recovery analysis

Topics to be covered

Accounting systems
Policy development
Cost-benefit analyses
Cost-quality control

Target audience

Economic land administration experts

Duration

1 week

Timing

High priority on completion of 2.2.1 and 2.2.2

Location

International

Language

English

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