Project Initiation Document

The potential for the biological control of wild ginger

(Hedychium gardnerianum) -Phase 5

Project Executive: Sean Murphy Project Manager: Corin Pratt

Date: 29/11/12PID Version: May 2011

Part A – Background (1)Executive Summary & Objectives

Project Objectives• To continue collaborations in India in order to facilitate surveys, collection and export of natural enemies • To survey the East Indian Himalayas, consolidate the inventory of natural enemies on wild gingers and export prioritised agents from H. gardnerianum specifically• To source and propagate test plants as agreed in the test plant list for each country •To initiate host range tests of the prioritised agents • To produce progress reports and a final report of recommendations• To promote the project at high profile conferences and solicit larger consortium

Executive SummaryThis project builds on previous phases funded by the same consortium into the potential biocontrol of Hedychium gardnerianum for Hawaii and New Zealand

Part A – Background (2)Key Stakeholders and Beneficiaries

● Stakeholders and Beneficiaries:-● Donor(s):The Nature Conservancy of Hawai’i (TNCH),

Landcare Research, New Zealand; respectively represented by Mark Fox (Director of External Affairs) and Lynley Hayes (Programme Leader)

● End-user(s): as donor● Partner(s): ICAR/NBPGR* India, DFEWM**● CABI Centres/Departments: CABI India, CABI E-UK

* National Bureau of Plant Genetic Resources (paid collaborators)

** Depmnt of Forests, Envmnt &Wildlife Management, Sikkim, India (unpaid collabs.)

Part B – Implementation (1)Proposed Organisation Structure

● Corporate Management: ● Project Board:-

● Project Executive: Sean Murphy● Senior Users: Richard Shaw● Senior Suppliers: Carol Ellison● Project Assurance: Norbert Maczey● CABI Budget-holder: Corin Pratt

Note that, if not the Project Executive, the CABI Budget-holder must have written confirmation from the Project Executive, and the Project Manager if required by Project Executive, prior to authorising payment.

● Project Manager: Corin Pratt● Team Managers: N/A

Part B – Implementation (2)Stages

StagesWork Packages / Deliverables in Stage, unless indicated in Stage Name

Stage

Completion DateCollaboration renewed with NBPGR and ICAR to facilitate project and export

Anticipated June 2012

2 surveys to Sikkim Months 1 and 5 (June and Oct. 2012)

Identifications, rearing/culturing of natural enemies and prioritisation of most promising species

Months 5-12

(anticipated Oct.2012-May 2013)

Interim report produced Month 7

(anticipated Dec. 2012)

Import + propagation of H. gardnerianum from invasive range

Month 1 (June 2012)

Host range testing of H. gardnerianum Month 2-11 (July 2012 – May 2013)

Final report produced Month 11-12 (end of project)

Part B – Implementation (3)CABI Resource RequirementsStaff(and/or role on project)

Time Required on Project(in Days)

Corin Pratt (management, survey, research, project development)

59

Norbert Maczey (survey, research assistant, project assurance)

18

Dick Shaw (senior researcher, senior user) 2.5

Marion Seier (senior researcher) 2

Suzy Wood (survey, research assistant) 23

Technician (plant maintenance) 11

Part B – Implementation (4)Customer Acceptance Criteria

Acceptance Criteria Target Measures

Scientifically sound research undertaken

Reports/ recommendations well received

Follow international standards and protocols

Project completed within budget and timeframe

Project delivered and report written in timely fashion

Surveys and host range activities planned with consideration, donors informed of any changes etc

Part B – Implementation (5)Project Exclusions & Interfaces

Exclusions● Climate conditions in India affecting successful outcome of survey ● Export documentations and survey permits required● Test plant sourcing in the UK● Insect rearing in quarantine affected by parasitism or facility malfunction

Interfaces● Share facilities with other projects ● Shared technical support● India office staff availabilities for negotiation

Part B – Implementation (6)Key Constraints & Assumptions

Constraints● Project dependent on successful survey and export from India● Project dependent on CABI India office administrative support prior to

project initiation as part of ongoing project collaboration with ICAR● Research dependent on establishment of insect cultures which may be

tempered by parasitism, lack of synchronous emergence or facilities malfunction

●

Assumptions● Continued collaboration in India and export approval● Technical facilities in working order● Plants successfully sourced● Internet access/phone communications possible during crucial work periods

and whilst in India

Part C – Reasons for CABI (1)Key Business Benefits - Strategic

● Continue strategic business links with key, long-standing New Zealand collaborators/donors

● Enhance business links with key US sponsors● Enhance/consolidate CABI’s global reputation in the field of

biological control of invasive species● Strengthen CABI’s strategic alliances with India, promote

collaborative research, help facilitate export and processes ● Enhance potential for a biocontrol project with additional

stakeholders worldwide for longer term Phase depending on outcome of research

● Potential for Phase 5 to springboard a longer project (anticipated duration of 2-3 years, estimated budget approx. £100-150K/yr)

● Contribute to delivery of 2012 UK Centre budget and operating plan

Part C – Reasons for CABI (2)Key Business Benefits – Financial (1)DONOR-FUNDED PROJECTS Full Project Budget –

PlannedComments

Donor Currency: US $ and NZ $

Overall contract value subject to small fluctuation either way depending on exchange rate at time of invoicing.

Exchange Rate to £: 0.6 - US

0.5 – NZ

Overall Contract Value in £ (if known): £55,000

Costs Billed to Project Donor (£)

Gross Income: £55,000

Payments to External Collaborators: £2,000

Net Income: £53,000

CABI Implementation Costs (£)

CABI Staff Costs: £22,752

Direct Costs:(other direct costs, for example travel, etc)

£18,217

Net Profit/Loss (Project Contribution): £12,031

Net Project Contribution (%): 28%

Note that the financials should match the information in the Project Financial Analysis (PFA) form.

Part C – Reasons for CABI (3/4)Key Business Benefits – Opportunities for …

Content for Plantwise

Potential new pest identifications, information for Zingiberaceae crops in India (same family as wild ginger). E.g. Cardamom and edible ginger

Sponsorship or Distribution of CABI Products

Product(s) Sponsorship Value (£)

End-User Group Duration of Access Additional Information

IS compendium Free access Conservation groups and national institutes in India

unlimited

Part D – Risks (1)Key Risks(for detail of Collaborator, Climate, Security, Technical Risks, see next slide)

Risk Owner Likelihood

(L)

(1=Low;

3=High)

Impact

(I)

(1=Low;

3=High)

Total

(L x I)

(1=Low; 9=High)

Management Strategy

(Prevention, Reduction, Contingency, Transference, Acceptance - and give brief description of how applied)

Failure to acquire export and/or survey permits

Project manager

2 3 6 Timely communications with collaborators and partners, precedence already set through initial phases, timely reports sent to collaborators/partners

Survey unsuccessful e.g due to adverse weather, lack of agents found

Project manager

2 3 6 Experienced scientists carry out survey, timing to avoid monsoon and landslides where possible, visit established sites, training given to partners and collaborators

Plant sourcing unsuccessful

Project manager

1 3 3 Timely communications with nurseries and online sellers, plant list established early with sponsors and iterative process if problems occur

Failure to rear agents

Project manager

2 2 4 Inherent risk in entomology, minimize by collecting as many specimens as possible and cleaning cultures (acceptance), carry out tests on the road

Part D – Risks (2)Collaborator, Climate, Security, Technical

Collaborator Name

(to be paid by CABI)

Has CABI worked with them before? (Yes / No)

Assessment of Collaborator Risk

Include, for example:• Their reputation;• Past experience of working with them (if appropriate).

Percentage of Total Payment to Collaborators

ICAR/NBPGR y Lengthy and convoluted bureaucratic process for export and authorizing surveys despite precedence for the project

Insect rearing competencies not always reliable and may impact identifications needs

No dedicated fee in 2011 but roll over from previous phases ~16%

Part E – Dissemination & Impact (1)Dissemination of Results

Dissemination Method(what, how, etc)

Target Results Measures

Reports to sponsors Sponsors receive reports and recommendations in timely fashion

Completed reports and identifications

Publications and presentations Conference participants and scientific peers/stakeholders informed of project progress

Oral presentations given at high profile meetings and newsletters, weed reports, concept notes, CABI project pages and annual report inputs written to highlight activities

Training of collaborators 2 students trained each accompanying field mission

Suitable college contacted for volunteer students and registration of interest

Part E - Dissemination & Impact (2)Impact of Project(Scientific, Technical, Commercial, Social, Environmental)

Impact Target Measures

Scientific credibility and reputation in biological control maintained and /or enhanced globally

Sound research undertaken and reported to the wider scientific community at workshops, international conferences, newsletters and through publications. New species described.

Social-publicity linked to the project to highlight the problems caused by wild gingers and raise awareness of impacts on biodiversity worldwide

Communications at stakeholder meetings and trickle down effect from sponsors through to the public as a result of project activities

Environmental –in the long term. If successful the project aims to see a release of a biocontrol agent against this pernicious weed which will hopefully help to alleviate negative impacts on native ecosystems and reduce the need for toxic chemicals

Technical-through training of local collaborators and partners

Survey missions carried out with students and collaborators provide opportunity to give scientific training and leave facilitate future research and collaborations

Part F – Reporting and Sign-off (1)Reporting

Information Provider Information Required Interested Parties Frequency

a)C. Pratt

b)

c)

a) Close out report

b)

c)

Corporate Management (CABI)

a) End of project

b)

c)

a)

b)

c)

a)

b)

c)

Project Board (CABI)

a)

b)

c)

a)C. Pratt

b)

c)

a) Website updates, drafts of flyers

b)

c)

Marketing (CABI) a) Throughout as needed

b)

c)

a)C. Pratt

b)

c)

a)Summary of project results

b)

c)

Collaborators (External) – paid by CABI

a)End of project

b)

c)

a) C. Pratt

b)

c)

a)Presentation and summarised final report

b)

c)

Partners (External) a)During survey and at End of project

b)

c)

a) C. Pratt

b) C. Pratt

c) C. Pratt

a)Presentation, newsletter inputs

b)Progress and Annual reports

c)Business plan + funding need for 2013/14

Donors / Funding Agency (External)

a)As required, b)Mid project, end of project

c)End of project

Part F – Reporting & Sign-off (2)Supporting Documentation

As a minimum to accompany the completed PID:● Project Financial Analysis (PFA)

Part F – Reporting & Sign-off (3)Authorisation

Project Executive: …Sean Murphy…………………………………………

Date: ………………29/11/12…………………………………………..

Corporate Management Sign-off : …………………………………………..

…………………………………………………………………………………...

Date: …………29/11/12……………………………………………………………….

Approval of: PID Development of Business Plan

Comments and/or Follow-on Actions: