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Channabasaveshwara Institute of Technology
(An ISO 9001:2015 Certified Institution)
(Affiliated to Visvesvaraya Technological University, Belgaum & Recognised by A.I.C.T.E. New Delhi)
DEPARTMENT of TRANSPORTATION
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Organization Chart:
Director / Principal
Transportation Head
Committee Members
Manager
Coordinator
Route operator Head
Drivers
Helpers | <urn:uuid:48a091b4-aae1-4453-80ea-2443adba6816> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 591 |
MEETING SUMMARY OF
Anthem Preparatory Academy; Archway Classical Academy – Arete; Archway Classical Academy – Chandler; Archway Classical Academy – Cicero; Archway Classical Academy – Glendale; Archway Classical Academy – Lincoln; Archway Classical Academy – North Phoenix; Archway Classical Academy – Scottsdale; Archway Classical Academy – Trivium East; Archway Classical Academy – Trivium West; Archway Classical Academy – Veritas; Arete Preparatory Academy; Chandler Preparatory Academy; Cicero Preparatory Academy; Glendale Preparatory Academy; Lincoln Preparatory Academy; Maryvale Preparatory Academy; North Phoenix Preparatory Academy; Scottsdale Preparatory Academy; Trivium Preparatory Academy; Veritas Preparatory Academy
THE GOVERNING BOARD OF DIRECTORS FOR
Date: October 1, 2020
Time: 8:00 a.m.
Location:
Via ZOOM (the teleconference information was identified in the notice and agenda for this meeting)
Board Directors Present:
Board Directors Absent:
Robert Mulhern, Chairman Philip Tirone, Vice Chairman Diane Bishop, Secretary Cristofer Pereyra
Item 1. Call to Order:
Recorded comments are available.
Robert Mulhern, Chairman, called the meeting to order at 8:00 a.m. and presided over meeting.
Item 2. Call to the Public: No call to the public were made
Item 3. FY2020 Financial Audits and Updates: Recorded comments are available
Motion:
Motion passed unanimously: 4-0
I move, to approve a Special Assessment for the following charters: Anthem Preparatory Academy, Chandler Preparatory Academy, Glendale Preparatory Academy, Lincoln Preparatory Academy, Scottsdale Preparatory Academy, Trivium Preparatory Academy, Veritas Preparatory Academy Archway Classical Academy – Arete, Chandler, Cicero, Glendale, Lincoln, North Phoenix, Scottsdale, and Veritas Motioned by Philip Tirone Seconded by Diane Bishop
Aye: Mulhern, Tirone, Bishop, Pereyra
Item 4. Announcements/Adjournment:
Recorded comments are available
Motion to adjourn Motioned by Philip Tirone Seconded by Diane Bishop
Aye: Mulhern, Tirone, Bishop, Pereyra
Motion passed unanimously: 4-0
The meeting adjourned at approximately 8:56 a.m. | <urn:uuid:70e854b0-5488-4589-b873-890fc0d3bf99> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 2,140 |
Load Balancing during Maintenance Window
Use Case:
Datacenter maintenance is a large activity and is planned well in advance. Many times during the maintenance window you bring down part of the service and let the other part continue serving clients and then do the same for other part of resources. In this example we will demonstrate how ADC can help switch traffic flow to different backend resources based on time interval request comes in.
F5 iRule:
```
when RULE_INIT { # Start of maintenance window in YYYY-mm-dd HH:MM format set static::start_date "2011-05-29 18:45" # End of maintenance window in YYYY-mm-dd HH:MM format set static::end_date "2011-05-29 18:50" # Convert start/end times to seconds from the epoch for easier date comparisons set static::start [clock scan $static::start_date] set static::end [clock scan $static::end_date] } when CLIENT_ACCEPTED { # Get the current time in seconds since the Unix epoch of 0-0-1970 set now [clock seconds] # Check if the current time is between the start and end times if {$now > $static::start and $now < $static::end}{ pool MAINT_POOL } # Default action is to use the virtual server default pool }
```
NetScaler Solution:
add cs action time1 -targetLBvserver v1 add cs policy pol_time1 -rule "SYS.TIME.BETWEEN(GMT 2016 Jan 01 01h 02m 03s,GMT 2016 Jan 01 12h 02m 03s)" -action time1 add cs action time2 -targetLBvserver v2 add cs policy pol_time2 -rule "SYS.TIME.BETWEEN(GMT 2016 Jan 01 13h 02m 03s,GMT 2016 Jan 01 23h 02m 03s)" -action time2 bind cs vserver cs_vip1 -policy pol_time1 -priority 1 bind cs vserver cs_vip1 -policy pol_time2 -priority 2
Here based on the system time we learn from NetScaler, policy decision will be made to send traffic to vserver 1 or 2. | <urn:uuid:128caa82-e57c-4ec0-b46e-fd46274ef1e0> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 1,735 |
Question posée :
Est-ce que ²l'eau ²s'évapore ²plu$ vite à ²la ²lumière que dan$ ²le noir ?
Mon hypothèse :
Exemple : Je ²pense que ²la ²lumière ²fait ²évaporer ²l'eau ²plu$ vite.
Notre expérience :
On met ²un ²pot ²sur ²le ²placard ²et ²un autre dedan$. On marque ²le niveau de ²l'eau ²sur ²le$ ²pot$ avec ²un ²feutre.
Question posée :
Est-ce que ²l'eau ²s'évapore ²plu$ vite avec ²le vent ?
Mon hypothèse :
Exemple : Je ²pense que ²l'eau de ²la ²barquette ²placée devant ²le ventilateur va ²$'évaporer ²plu$ vite.
Notre expérience :
On met ²une ²barquette devant ²le ventilateur ²et ²l'autre ²barquette non. On verse 100 ml d'eau dan$ ²chaque ²barquette.
Observations et conclusion :
Au ²bout de ²troi$ ²jour$, ²le niveau de ²l'eau a ²baissé autant dan$ ²le$ deux ²pot$. Mon ²hypothèse ²est fausse. La ²lumière ne ²fait ²pa$ ²évaporer ²l'eau ²plu$ vite.
Observations et conclusion :
Au ²bout de deux ²heure$, ²il reste 85 ml d'eau dan$ ²la ²barquette devant ²le ventilateur et 95 ml dan$ ²l'autre. Mon ²hypothèse ²est ²juste. L'eau ²s'évapore ²plu$ vite avec ²le vent.
Question posée :
Est-ce que ²l'eau ²s'évapore ²plu$ vite ²si ²elle ²est ²étalée ?
Mon hypothèse :
Exemple : Je ²pense que ²l'eau du ²pot va ²s'évaporer ²plu$ vite que ²celle de ²la ²barquette.
Notre expérience :
On verse 100 ml d'eau dan$ ²le ²pot ²et 100 ml d'eau dan$ ²la ²barquette.
Schéma de l'expérience :
www.lutinbazar.fr
Observations et conclusion :
Au ²bout d'une ²semaine, ²la ²barquette ²est vide ²et ²il reste de ²l'eau dan$ ²le ²pot. Mon ²hypothèse ²est ²fausse. L'eau ²$'évapore ²plu$ vite ²si ²elle ²est ²étalée.
Question posée :
Est-ce que ²l'eau ²s'évapore ²plu$ vite avec de ²la ²chaleur ?
Mon hypothèse :
Exemple : Je ²pense que ²la ²chaleur ²fait ²évaporer ²l'eau ²plu$ vite.
Notre expérience :
On met ²un ²pot ²sur ²le radiateur ²et ²un autre ²sur ²une ²table. On marque ²le niveau de ²l'eau ²sur ²le$ ²pot$ avec ²un ²feutre.
Schéma de l'expérience :
www.lutinbazar.fr
Observations et conclusion :
Au ²bout d'une ²semaine, ²il reste moin$ d'eau dan$ ²le ²pot ²sur ²le radiateur que dan$ ²l'autre. Mon ²hypothèse ²est ²juste. L'eau ²s'évapore ²plu$ vite avec ²la ²chaleur. | <urn:uuid:06bc3797-568d-40cb-a0a9-95c40a7fed5e> | HuggingFaceFW/finepdfs/tree/main/data/fra_Latn/train | finepdfs | fra_Latn | 2,200 |
Coronavirus and Ag Acreage Decisions 2020
Gary Schnitkey
Todd Hubbs
Audio
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• Normal function of your internet connection
• Solution: Call in by following instructions in email
No Audio on computer
• Ensure computer audio is selected and check output device
• Check that speakers are not muted or very low volume
• If all else fails call in by following instructions in email
Housekeeping
• Handout available via GoToWebinar control panel
• Webinar will be archived and available on farmdoc
• Submit questions during the webinar
• Please complete the survey after the webinar
Coronavirus and Ag Acreage Decisions 2020
Gary Schnitkey
Todd Hubbs
Central Illinois Cash Corn and Soybean Prices
January 2, 2020 to April 6, 2020
$ per bushel (Corn Price)
$3.90
$3.70
$3.50
$3.30
$3.10
$2.90
$2.70
$2.50
$ per bushel, (Soybean Price)
$9.50
$9.25
$9.00
$8.75
$8.50
$8.25
$8.00
$7.75
Corn Prices
Soybean Prices
farmdoc
Illinois Agricultural & Consumer Economics
College of Agricultural, Consumer & Environmental Sciences
Planted Acres in the U.S., 1990 - 2020P
Million (acres)
- Corn: 97.0
- Wheat: 45.0
- Soybeans: 83.5
Year
ILLINOIS Agricultural & Consumer Economics
COLLEGE OF AGRICULTURAL, CONSUMER & ENVIRONMENTAL SCIENCES
farmdoc
Poll Question: Have your expectation of planted acres changed since the first week of March
- More corn acres, less soybean acres
- More corn acres, less other crop if not SB
- Fewer corn acres, more soybean acres
- Fewer corn acres, more other crop if not SB
- No change
Budgeting and Farm Management
Prices before and after COVID-19
| | Before COVID-19 | After COVID-19 |
|----------|-----------------|---------------|
| Corn | $3.90 | $3.30 |
| Soybeans | $9.00 | $8.30 |
After COVID-19 are slightly optimistic prices given current market bids, hopefully get some relief in the future, or not.
Points
• Production costs will be slightly lower,
• PLC/ARC will make payments, but are decoupled unless ARC-IC
• In Illinois, talking about marginal shifts in acres too and from corn and soybeans
Nitrogen prices are lower in 2020
Anhydrous Ammonia Prices By Month, Illinois, 2018 - 2020
- Near $500 per ton anhydrous ammonia prices in March
- Typically, a lot of nitrogen on at this point
Source: Agricultural Market Service, USDA
Poll Question: We are using a $3.30 expected corn price for 2020. Do you believe
- Corn price will be higher near $4.00
- Corn prices will be near $3.50
- $3.30 expectation is about correct
- Corn prices will be nearer $3.00
Poll Question: We are using a $8.30 expected soybean price for 2020. Do you believe
- Soybean price will be higher near $9.00
- Soybean prices will be near $8.50
- $8.30 expectation is about correct
- Soybean prices will be nearer $8.00
## Costs in Northern Illinois, Corn
| Item | 2018 | 2019 | 2020P |
|--------------------|------|------|-------|
| Fertilizers | 126 | 134 | 125 |
| Drying | 15 | 28 | 15 |
| Fuel and oil | 21 | 17 | 16 |
| Interest (non-land)| 23 | 26 | 26 |
| **Total non-land** | 580 | 584 | 575 |
Will see lower costs in 2020
- Fertilizer, drying will likely lead the way
- No increase in depreciation
- Interest costs are increasing
2020 PLC/ARC Payments will be received in October 2021
2020 PLC and ARC-CO are not impacted by 2020 planting decisions. Don’t plant to get PLC or ARC-CO payments.
ARC-IC farms will be impacted by 2020 planting decisions.
## 2020 PLC Payment Estimates
| Crop | Effective Reference Price ($/bu) | 2020 MYA Price Estimate ($/bu) | Payment Rate ($/bu) | PLC Bushels (Bu/acre) | 2020 PLC Payment ($/acre) |
|--------|---------------------------------|-------------------------------|---------------------|-----------------------|---------------------------|
| Corn | $3.70 | $3.30 | $0.40 | 180 | $61 |
| Soybeans | $8.40 | $8.30 | $0.10 | 50 | $4 |
**2020 PLC payment = .85 x payment rate x PLC bushels**
2020 ARC-CO would not make payments for corn or soybeans without county yield reductions
| | 2018 | 2019 | 2020P |
|----------------------|--------|--------|--------|
| Yield per acre | 237 | 208 | 215 |
| Price per bu | $3.60 | $3.84 | $3.30 |
| Crop revenue | $853 | $799 | $710 |
| ARC/PLC | $0 | $10 | $30 |
| MFP | $1 | $82 | $0 |
| Crop insurance | $2 | $10 | $0 |
| **Gross revenue** | $856 | $901 | $740 |
| Total non-land costs | $574 | $606 | $571 |
| Operator and land return | $282 | $295 | $169 |
| Cash rent | $274 | $275 | $275 |
| **Farmer return** | $8 | $20 | -$106 |
| Year | 2018 | 2019 | 2020P |
|------|------|------|-------|
| Yield per acre | 75 | 64 | 68 |
| Price per bu | $9.36| $9.00| $8.30 |
| Crop revenue | 702 | 576 | 564 |
| ARC/PLC | 0 | 10 | 30 |
| MFP | 122 | 82 | 0 |
| Crop insurance | 2 | 10 | 0 |
| **Gross revenue** | 826 | 678 | 594 |
| Total non-land costs | 353 | 372 | 359 |
| Operator and land retu | 473 | 306 | 235 |
| Cash rent | 274 | 275 | 275 |
| **Farmer return** | 199 | 31 | -40 |
Poll Question: What is the chance of a MFP-like payment in 2020?
- Federal aid in 2020 will be more than in 2019
- Federal aid in 2020 will be less than in 2019
- There will be no Federal aid
Operator and Farmland Returns, Central Illinois, High-Productivity Farmland
$ per acre
- Corn
- Soybeans
- Cash rent
- MFP
Year
00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19P 20P
Illinois Agricultural & Consumer Economics
College of Agricultural, Consumer & Environmental Sciences
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Upcoming Webinars
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10:00 to 11am CT, Wednesday April 8th
Join Extension specialists from the University of Illinois Departments of Crop Science and Agricultural and Consumer Economics to discuss management recommendations for 2020 related to insect pests, weeds, diseases, and commodity prices. Register at https://go.illinois.edu/fd
Impacts of Covid-19 on Agricultural Assets and Lending Markets
11:00 to 11:30am CT, Friday April 10th
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Thank You for joining us! Please submit your questions
The farmdoc team discusses the impact and influence of the Coronavirus on farmers and agriculture. As we learn more we'll update this page with articles and videos to help inform our audience.
We invite you to use the button on the right to submit questions. We will do our best to address them during the upcoming articles and videos.
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For the webinar archives and 5-minute farmdoc
Subscribe to our channel YouTube.com/farmdocVideo | 689a1da8-4319-4a83-a67a-62209ae22f6d | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 7,849 |
Home Exercise Videos and Therapeutic Low-Cost Alternatives for Pediatrics Cara Click, OTDS Huntington University Doctor of Occupational Therapy Program
Project Description & Sites
Project Completion & Outcomes
o The overall purpose of the project was to explore and create home exercise programs for children to instill greater independence as well as gain compliance to create an easier way for parents to follow through with HEPs that are sent home. Accomplished the purpose by creating HEP videos that are easily understood, quick to watch on YouTube, and all can be completed at home.
o Site- Hopebridge Autism Clinic in Kokomo, Indiana
Mission & Vision Statements
o The mission of this doctoral capstone was to "create kid-friendly, resourceful home exercise program videos for parents of children who need occupational therapy."
o The vision of this doctoral capstone project was to "provide education for parents to implement therapy into everyday activities for their children receiving occupational therapy to be applied within the context of the home environment."
Literature Review & Needs Assessment
o Evidenced throughout my research and literature review there was a need for gaining parental compliance with home exercise programs and the ways to provide education and HEPs to the families.
o Exploratory studies are warranted to determine if technology and video increase compliance and allow the children to be more independent with their HEPs and when they need to be completed.
o Needs Assessment was completed off site via phone conferences with expert mentor and via survey to Hopebridge therapy staff to gain further information, data, and usage regarding home exercise programs in the pediatric population.
Future Implications for OT
o Paved the way for future research regarding format of HEPs for the pediatric population
o Provided parents cheaper options to implement into daily routine to follow through with OT interventions.
o Promoted pediatric independence with HEPs using technology and easily to follow directions
o Improved Quality of Life, increased independence in ADLs, and increased Physical Activity Recommendations
o Learning Objective #1: Observed a variety of specialized pediatric occupational therapy treatment sessions to develop an in-depth knowledge of diagnoses in order to complete skilled individualized home exercise programs and obtain information of use and compliance.
o Outcome Measure #1: Varied knowledge base of 100 hours of pediatric occupational therapy.
o Learning Objective #2: Learned how to effectively communicate with primary caregivers of pediatrics for integration of research and low-cost alternatives on a variety of activities that can be incorporated within the context of the home environment.
o Outcome Measure #2: Gained experience, knowledge, and competence with parent education in HEPs and low- cost options/ alternatives for future clients and families as measured by completion of HEP handouts.
o Learning Objective #3: Gained practical knowledge related to pediatric specific home exercise programming, the student will produce effective evidence-based pediatrics intervention videos.
o Outcome Measure #3: Created and implemented videos of HEP options in the context of the home environment.
o Learning Objective #4: Demonstrated the ability to publish an occupation-based YouTube channel or website.
o Outcome Measure #4: Documented various copyright options for HEP videos and other essential legal/business items through a comprehensive chart, in order to publish a successful occupationbased website or channel.
Deliverables
#1: Created 8 individualized home exercise programs for clients at the Hopebridge clinic. As well as completed 2 case study samples using specific children and their individualized HEPs .
#3: Created three HEP videos via YouTube channel "OT Cara C"
#2: Created and implemented HEP pamphlets/ sheets for parents to take home.
#4: Completed a comprehensive checklist for application of legal/business items and provided website links for established YouTube channel and Google Docs via MyCred. | <urn:uuid:44061182-7e7d-4ab5-bd26-724dfeb72331> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 4,119 |
CHLA EEG PREPARATION GUIDE
An EEG (electroencephalogram) records brain waves using discs that are pasted to the scalp. The brain wave patterns are analyzed by doctors to help diagnose epilepsy and other conditions.
Location: 5 th Floor Duque East
In general, plan to spend two hours with the EEG technologist. If you're scheduled for the video-EEG, plan 46 hours.
Arrive at least 15 minutes early. Allow 30 minutes to park and find the EEG lab. If you're more than 20 minutes late, we probably can't do the test.
Be prepared to provide an accurate medical history of your child, including current symptoms and the name and the dose of medications.
Wash your child's hair the night before the EEG. The scalp must be clean and oil free. Don't use conditioner, hairspray, or other hair products. We prefer hair that is not braided, pulled up, or in pigtails, but if already braided, it should be OK.
We want your child to sleep during the test, so he/she should be sleep-deprived the night before:
* For children under 2 years old, wake them 2 hours earlier than usual.
* If over 2 years old, keep them up 2 hours past bedtime and wake them up 2 hours earlier.
* For children who take regular naps, you may wish to request an appointment that coincides with nap time.
* Don't allow your child to sleep on the way to the appointment
* Avoid caffeine containing drinks and food.
* Eat a meal or snack 1-2 hours before the test. A happy belly will promote sleep.
Please tell us in advance if your child has sensory/anxiety issues or special needs. Also let us know about previous difficulties with EEGs, haircuts, or other activities that involve touching the head. We can prepare in advance to make the process as easy as possible for your child.
Give your child's medication as prescribed unless the doctor has asked you otherwise.
Dress your child comfortably; pajamas are good. Bring bottles or pacifiers if used.
Bring your child's comfort items like blankets, toys, music on CD, or movies on DVD.
Arrange care of your other children. Siblings are not allowed in the testing area.
Your child's hair will be messy after the test. The technologist will remove most of the paste, but you should plan to wash your child's hair when you get home. | <urn:uuid:b707260c-a421-4bab-84b8-7df17b49e0dd> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 2,263 |
ДОКУМЕНТАЦИЯ ЗА УЧАСТИЕ В
ОТКРИТА ПРОЦЕДУРА ЗА ВЪЗЛАГАНЕ НА
ОБЩЕСТВЕНА ПОРЪЧКА
Наименование на поръчката: Доставка на модули и софтуер за наблюдение на оптични влакна
Идент. номер на поръчката: 150-144
СЪДЪРЖАНИЕ
| Част | Наименование |
|------|--------------|
| 1 | Решение за откриване на процедурата |
| 2 | Обявление за обществената поръчка |
| 3 | Указания за подготовка на оферта |
| 4 | Пълно описание на предмета на поръчката |
| 5 | Техническа спецификация |
| 6 | Проект на договор |
Образци за участие в процедурата
| O1 | Декларация по чл. 56, ал. 1, т. 1, буква "а" от ЗОП |
| O2 | Декларация по чл. 56, ал. 1, буква "б" от ЗОП (чл. 47, ал. 9 от ЗОП) |
| O3 | Гаранция за участие |
| O4 | Декларация по чл. 56, ал. 1, т. 6 от ЗОП за липса на свързаност |
| O5 | Декларация по чл. 56, ал. 1, т. 8 от ЗОП |
| O6 | Декларация по чл. 47, ал. 8 от ЗОП |
| O8 | Декларация по чл. 56, ал. 1, т. 12 от ЗОП за приемане на условията в проекта на договора |
| O9 | Декларация по чл. 3, т. 8 и чл. 4 от ЗИФОДРЮПДРС |
| O10 | Декларация по чл. 81ж, ал. 10 от Закона за енергетиката |
| O11 | Техническо предложение за изпълнение на поръчката |
| O12 | Ценово предложение за изпълнение на предмета на поръчката |
| O13 | Декларация по чл. 6, ал. 2 от ЗМИП (представя се само от участника, определен за изпълнител, преди подписане на договор) |
| O14 | Декларация по чл. 4, ал. 7 и по чл. 6, ал. 5, т. 3 от ЗМИП (представя се само от участника, определен за изпълнител, преди подписане на договор) |
| O15 | Декларация за конфиденциалност (представя се само от участника, определен за изпълнител, преди подписане на договор) |
| O16 | Списък на доставките, които са еднакви или сходни с предмета на обществената поръчка, изпълнени през последните три години, считано от датата на подаване на офертата, с посочване на стойностите, датите и получателите |
| O17 | Списък на документите и информацията, съдържащи се в офертата |
| O18 | Банкова гаранция за изпълнение на договор за обществена поръчка |
| O19 | Списък на техническите лица |
РЕШЕНИЕ
☐ Проект на решение
☒ Решение за публикуване
Номер: БТГ-РД-07-103 от 18/09/2015 дд/мм/ггтт
☒ А) за откриване на процедура
☐ Б) за промяна
☐ В) за прекратяване на процедура за възлагане на обществена поръчка
Обектът на обществената поръчка е по:
☒ чл. 3, ал. 1 от ЗОП
☐ чл. 3, ал. 2 от ЗОП
☐ Съгласен съм АОП да изпрати данните, необходими за публикуване на Обявление за допълнителна информация, информация за незавършена процедура или CORRIGENDUM, до Официален вестник на ЕС в съответствие с Общите условия за използване на услугата Електронен подател
ДЕЛОВОДНА ИНФОРМАЦИЯ
Деловодна информация
Партида на възложителя: 01351
Поделение: "Булгартрансгаз" ЕАД
Изходящ номер: БТГ-РД-07-103 от дата 18/09/2015
Коментар на възложителя:
РАЗДЕЛ I: ВЪЗЛОЖИТЕЛ
☐ по чл. 7, т. 1-4 от ЗОП (класически)
☒ по чл. 7, т. 5 или 6 от ЗОП (секторен)
I.1) Наименование и адрес
Официално наименование
Булгартрансгаз ЕАД
Адрес
бул. Панcho Владигеров №66
Град
София
Пощенски код
1336
Държава
България
За контакти
отдел Придобиване на активи
Телефон
003592 9396118
Лице за контакт
Надежда Брейчева
Електронна поща
firstname.lastname@example.org
Факс
003592 9250063
Интернет адрес/и (когато е приложимо)
Адрес на възложителя:
www.bulgartransgaz.bg
Адрес на профила на купувача:
http://www.bulgartransgaz.bg/bg/tenders/proceduri-za-vazlaganeI.2) Вид на възложителя и основна дейност/и:
(попълва се от възложители по чл.7, т.1-4 от ЗОП)
☐ Министерство или друг държавен орган,
включително техни регионални или
местни подразделения
☐ Национална агенция/служба
☐ Регионален или местен орган
☐ Регионална или местна агенция/служба
☐ Публичноправна организация
☐ Европейска институция/агенция или
международнa организация
☐ Друго (моля, уточнете): _______________
☐ Обществени услуги
☐ Отбрана
☐ Обществен ред и сигурност
☐ Околна среда
☐ Икономическа и финансова дейност
☐ Здравеопазване
☐ Настаняване/жилищно строителство и
места за отдих и култура
☐ Социална закрила
☐ Отдих, култура и религия
☐ Образование
☐ Друго (моля, уточнете):
I.3) Основна дейност/и на възложителя, свързана/и с:
(попълва се от възложител по чл. 7, т.5 или 6 от ЗОП)
☒ Производство, пренос и разпределение на
природен газ и топлинна енергия
☐ Електрическа енергия
☐ Търсене, проучване или добив на
природен газ или нефт
☐ Търсене, проучване или добив на
въглища или други твърди горива
☐ Вода
☐ Пощенски услуги
☐ Железопътни услуги
☐ Градски железопътни, трамвайни,
тролейбусни или автобусни услуги
☐ Пристанящи дейности
☐ Летищни дейности
А) ЗА ОТКРИВАНЕ НА ПРОЦЕДУРА ЗА ВЪЗЛАГАНЕ НА ОБЩЕСТВЕНА
ПОРЪЧКА
II: ОТКРИВАНЕ
ОТКРИВАМ
☒ процедура за възлагане на обществена поръчка
☐ конкурс за проект
☐ процедура за създаване на система за предварителен подбор
II.1) Вид на процедурата
Попълва се от възложител по чл.7, т.1-4 от ЗОП
Открита процедура
☐ Ускорена на договаряне с обявление
☐ Договаряне без обявление
☐ Ограничена процедура
☐ Конкурс за проект - открит
☐ Ускорена ограничена процедура
☐ Конкурс за проект - ограничен
☐ Състезателен диалог
☐ Договоряне с обявление
☐ Конкурс за проект - ограничен
Попълва се от възложител по чл.7, т.5 или 6 от ЗОП
Открита процедура
☐ Договоряне без обявление
☐ Ограничена процедура
☐ Конкурс за проект - открит
☐ Договоряне с обявление
☐ Конкурс за проект - ограничен
III: ПРАВНО ОСНОВАНИЕ
Попълва се от възложител по чл.7, т.1-4 от ЗОП
Чл. 16, ал. 8 от ЗОП
☐ Чл. 84, т.____, във вр. с чл. 86 ал. 3 от ЗОП
Чл. 16, ал. 8, във вр. с чл. 76 ал. 3 от ЗОП
☐ Чл. 90, ал.1, т.____ от ЗОП
Чл. 83а, ал. 1 от ЗОП
☐ Чл. 94, ал. 2 от ЗОП
Чл. 84, т.____ от ЗОП
☐ Чл. 119в, ал. 3, т.____ от ЗОП
Попълва се от възложител по чл.7, т.5 или 6 от ЗОП
| Чл. 103, ал. 1 от ЗОП | Чл. 105, ал. 1 от ЗОП |
|---------------------|---------------------|
| Чл. 103, ал. 2, т. ___ от ЗОП | Чл. 105, ал. 1, във връзка с чл. 103, ал. 1 от ЗОП |
| Чл. 94, ал. 2 от ЗОП | Чл. 119в, ал. 3, т. ___ от ЗОП |
точка: __________
**IV: ОБЕКТ НА ПОРЪЧКАТА**
- [ ] Строителство
- [X] Доставки
- [ ] Услуги
**IV.1) Описание на предмета на поръчката / на потребностите при състезателен диалог / на конкурса за проект**
Доставка, монтаж, конфигуриране и пускане в експлоатация на модули за автоматично наблюдение на два оптични кабели участъка, както и доставка, инсталиране, конфигуриране и пускане в действие на софтуер.
Подробна информация относно изискванията са представени в документацията за участие в процедурата.
(Когато основният предмет на поръчката/конкурса съдържа допълнителни предмети, те трябва да бъдат описани в това поле)
**IV.2) Зелена обществена поръчка**
**IV.2.1) Поръчката е "зелена", съгласно обхвата на Националния план за действие за насърчаване на зелените обществени поръчки:**
**IV.2.1.1) Продуктова група**
- [ ] Копираща и графична хартия
- [ ] Климатизации
- [ ] Офис IT оборудване
- [ ] Почистящи продукти и услуги
- [ ] Офис осветление
- [ ] Конвенционални транспортни средства и услуги, свързани с тях
- [ ] Улично осветление
- [ ] Електрически превозни средства и системи за зареждане
**IV.2.1.2) "Зелените" критерии присъстват във:**
- Техническата спецификация (брой)
- Критериите за подбор по чл. 25, ал. 2, т. 6 от ЗОП (брой)
- Показателите за оценка на офертите (брой)
- Изискванията при изпълнение на договора (клаузи в проектодоговора) (брой)
**IV.2.2) Поръчката е "зелена" извън обхвата на Националния план за действие (Моля, посочете екокритериите в полето за друга информация)**
**V: МОТИВИ**
**V.1) Мотиви за избора на процедура**
На основание чл. 103, ал. 1 от Закона за обществените поръчки (Кратко описание на фактическите обстоятелства, които обуславят избора на съответната процедура)
**V.2) Лица, до които се изпраща поканата за участие в процедура на договаряне без обявяване по реда на ЗОП (когато е приложимо)**
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
V.3) Настоящата процедура е свързана с процедура за възлагане на обществена поръчка или конкурс за проект, която е (когато е приложимо):
открита с решение № __________ от дата __________ дд/мм/гггг
публикувана в Регистъра на обществените поръчки под уникален № __________ (nnnnn-yyyy-xxxx)
Допълнителната/повторната услуга или строителство е (когато е приложимо):
без ДДС с ДДС Стойност на ДДС (в %)
на обща стойност ________ Валута: □ □ ________
VI: ОДОБРЯВАМ
☒ обявението и документацията за участие
☐ обявението и описателния документ
☐ поканата за обществена поръчка
☐ поканата за обществена поръчка и документацията
☐ обявението и конкурсената програма
☐ обявението
VII: ОБЖАЛВАНЕ
VII.1) Орган, който отговаря за процедурите по обжалване
Официално наименование
Комисията за защита на конкуренцията
Адрес
бул. Витоша № 18
Град София Пощенски код 1000 Държава България
Телефон 02 9356113
Електронна поща email@example.com Факс 02 9807315
Интернет адрес (URL):
www.cpc.bg
VII.2) Срок за подаване на жалби: съгласно чл.120 от ЗОП
VIII: ДРУГА ИНФОРМАЦИЯ (когато е приложимо)
IX: ДАТА на изпращане на настоящото решение
Дата: 18/09/2015 дд/мм/гггг
Възложител:
Трите имена:
/подпис и печат/
Георги Кирилов Гегов
Дължност:
Изпълнителен директор
ОБЯВЛЕНИЕ ЗА ОБЩЕСТВЕНА ПОРЪЧКА ОТ ВЪЗЛОЖИТЕЛ ПО ЧЛ.7, Т.5 ИЛИ 6 от ЗОП
Деловодна информация
Партида на възложителя: 01351
Поделение: "Булгартрансгаз" ЕАД
Изходящ номер: БТГ-04-19-4003 от дата 18/09/2015
Коментар на възложителя:
РАЗДЕЛ I: ВЪЗЛОЖИТЕЛ
I.1) Наименование, адреси и лица за контакт:
Официално наименование
Булгартрансгаз ЕАД
Адрес
ж.к. Люлин 2, бул. Панcho Владигеров № 66
Град
София
Пощенски код
1336
Държава
България
За контакти
отдел Придобиване на активи
Телефон
02 9396118
Лице за контакти
Надежда Брейчева
Електронна поща
firstname.lastname@example.org
Факс
02 9250063
Интернет адрес/и (когато е приложимо)
Адрес на възложителя (URL):
www.bulgartransgaz.bg
Адрес на профила на купувача (URL):
http://www.bulgartransgaz.bg/bg/tenders/proceduri-za-vazlagane-na-obshtestveni-porachki-1.html
Допълнителна информация може да бъде получена на:
☒ Съгласно 1.1)
☐ Друго: моля, попълнете Приложение А.I
Документация (спецификации и допълнителни документи) (включително документи за динамична система за доставки) може да бъде получена на:
☐ Съгласно 1.1)
☒ Друго: моля, попълнете Приложение А.II
Оферти или заявления за участие трябва да бъдат изпратени на:
☐ Съгласно 1.1)
☒ Друго: моля, попълнете Приложение А.III
I.2) Основна/и дейност/и на възложителя, свързана/и с:
☒ Производство, пренос и разпределение на
☐ Пощенски услуги
природен газ и топлинна енергия
☐ Електрическа енергия
☐ Търсене, проучване или добив на природен газ или нефт
☐ Търсене, проучване или добив на въглища или други твърди горива
☐ Вода
☐ Железопътни услуги
☐ Градски железопътни, трамвайни, тролейбусни или автобусни услуги
☐ Пристанишни дейности
☐ Летищни дейности
РАЗДЕЛ II: ОБЕКТ НА ОБЩЕСТВЕНАТА ПОРЪЧКА
II.1) Описание
II.1.1) Наименование на поръчката, дадено от възложителя:
Доставка на модули и софтуер за наблюдение на оптични влакна
II.1.2) Обект на поръчката и място на изпълнение на строителството, доставката или услугата (Изберете само една категория — строителство, доставки или услуги, която съответства на конкретния предмет на вашата поръчка или покупка/и)
☐ (а) Строителство
☐ Изграждане
☐ Проектиране и изпълнение
☐ Изпълнение с каквито и да е средства на строителство, съответстващо на изискванията, определени от възложителите
☒ (б) Доставки
☒ Покупка
☐ Лизинг
☐ Наем
☐ Покупка на изплащане
☐ Комбинация от изброените
☐ (в) Услуги
Категория услуга No
(Относно категориите услуги 1-27, моля вижте Приложения 2 и 3 от ЗОП)
Място на изпълнение на строителството
Място на изпълнение на доставката
- ОУП "Ботевград" – гр. Ботевград 2140, ул. "акад. Стоян Романски" 61;
- ГИС „Дупница“ – област Кюстендил, община Дупница;
- Централно управление на "Булгартрансгаз" ЕАД – гр. София, бул. "Панcho Владигеров" 66.
код NUTS: BG
Място на изпълнение на услугата
код NUTS:
II.1.3) Настоящото обявление е за
☒ Възлагане на обществена поръчка
☐ Създаване на динамична система за доставки (ДСД)
☐ Сключване на рамково споразумение
II.1.4) Информация относно рамково споразумение (когато е приложимо)
☐ Рамково споразумение с няколко изпълнители
Брой: ________ или (когато е приложимо)
максимален брой ________ на участниците в предвиденото рамково споразумение
☐ Рамково споразумение с един изпълнител
Срок на рамковото споразумение:
| Срок в години: | или в месеци: |
|----------------|----------------|
| Прогнозна стойност на поръчките за целия срок на рамковото споразумение (когато е приложимо): |
| Прогнозна стойност без ДДС (в цифри): | Валута: |
| или от: | до | Валута: |
| Честота на поръчките, които ще бъдат възложени (ако е известно): |
**II.1.5) Кратко описание на поръчката:**
Доставка, монтаж, конфигуриране и пускане в експлоатация на модули за автоматично наблюдение на два оптични кабелни участъка, както и доставка, инсталиране, конфигуриране и пускане в действие на софтуер.
Подробна информация относно изискванията са представени в документацията за участие в процедурата.
**II.1.6) Код съгласно Общия терминологичен речник (CPV)**
| Осн. код | Доп. код (когато е приложимо) |
|----------|-------------------------------|
| Осн. предмет | 38621000 |
**II.1.7) Поръчката е предмет на Споразумението за държавни поръчки (GPA) на Световната търговска организация**
**II.1.8) Обособени позиции (за информация относно обособените позиции използвайте Приложение Б толкова пъти, колкото е броят на обособените позиции)**
Ако да, оферти трябва да бъдат подадени (отбележете само едно):
- [ ] само за една обособена
- [ ] за една или повече обособени позиции
- [ ] за всички обособени позиции
**II.1.9) Ще бъдат приемани варианти**
**II.2) Количество или обем на поръчката**
**II.2.1) Общо количество или обем (включително всички обособени позиции и опции, когато е приложимо)**
Следва да се извърши доставка, монтаж, конфигуриране и пускане в експлоатация на 2 бр. модули и доставка, инсталиране, конфигуриране и пускане в действие на 1 бр. софтуер за наблюдение на оптични влакна. Подробна информация е представена в документацията за участие в процедурата.
Прогнозна стойност, без ДДС (когато е приложимо)
(в цифри): 170000 Валута: BGN
или от: | до | Валута:
**II.2.2) Опции (когато е приложимо)**
Ако да, описание на тези опции:
Опции се предвижда да се използват:
след: _______ месеца или: _______ дни от сключване на договора (ако е известно)
Брой на възможните повторения (ако има такива): _______ или: между _______ и _______
В случай на повторение прогнозен график (ако е известно):
след: _______ месеца или: _______ дни от сключване на договора
**II.3) Срок на договора или краен срок за изпълнение на поръчката**
Срок на изпълнение в месеци: ________ или дни 75 (от сключване на договора)
или
начална дата ________ дд/мм/гггг
краяна дата на изпълнението ________ дд/мм/гггг
РАЗДЕЛ III: ЮРИДИЧЕСКА, ИКОНОМИЧЕСКА, ФИНАНСОВА И ТЕХНИЧЕСКА ИНФОРМАЦИЯ
III.1) Условия, свързани с изпълнението на поръчката
III.1.1) Изискваеми депозити и гаранции:
1. Участниците представят гаранция за участие под формата на банкова гаранция или депозит на парична сума в размер на 1500 (хиляда и петстотин) лева.
Валидността на гаранцията за участие следва да покрива изцяло срока на валидност на офертата на участник.
Гаранцията за участие в процедура под формата на депозит, следва да бъде внесена по следната сметка на Възложителя:
"УниКредит Булбанк" – Централа, SWIFT (BIC): UNCRBGSF, банкова сметка (IBAN) в лева: BG52 UNCR 7630 1078 4357 01; банкова сметка (IBAN) в евро: BG88 UNCR 7630 1476 0610 42. В нареддането за плащане задължително следва да бъде записано „Гаранция за участие в процедура с Идентификационен №150-144“. Когато участник е обединение, което не е юрид. лице, всеки от съдружниците в него може да е вносител на сумата по гаранцията, като в основание за плащане в платежното нареждане следва изрично да е посочено, че сумата представлява гаранция за участие на Обединението-Участник в процедура с Идентификационен №150-144. Чуждестр. участници могат да представят гаранцията в Евро с равностоен размер, изчислен по официалния курс „Евро за Лев“, определен от Българската народна банка за деня на откриване на гаранцията. Ако участникът представя банкова гаранция, то условията по същата трябва да отговарят на тези по приложения в документацията образец на банкова гаранция за участие в процедура (Обр. О3). Валидността на гаранцията за участие следва да покрива изцяло срока на валидност на офертата на участника. На основание чл.59, ал.2 от ЗОП възложителят определя следните условия на гаранцията за участие: Предвид законовото задължение класираниите на първо и второ място участници да поддържат банковата гаранция за участие до сключване на договор за възлагане на поръчка на основание чл.61, ал.2, т.2 от ЗОП, в случайте, в които същите са представили банкова гаранция за участие и когато е необходимо удължаване на валидността й не представят в срок до 3 дни преди изтичане на валидността на действаща банкова гаранция документ за удължаването й (добавък или нова банкова гаранция), Възложителят ще пристъпи към предявяване на плащане по действащата банкова гаранция. В този случай средствата не се усвояват счетоводно от възложителя, а се трансформират в депозит, който обезпечава задълженията на участника за поддържане на гаранцията за участие в процедурата до сключване на договор, като същата ще бъде задържана от възложителя само при наличие на хипотезите на чл. 61, ал. 1 от ЗОП, съответно освободена при наличие на предпоставки по чл.62, ал.1, т.2 от ЗОП. Банковите разходи по откриването и обслужването на гаранцията са за сметка на участника. Той трябва да предвиди и заплати своите такси по откриване и обслужване на гаранцията така, че размерът на
получената от възложителя гаранция да не бъде по-малък от определения в настоящата процедура.
2. При подписване на договора, определяният за изпълнител участник представя гаранция за изпълнение на задълженията си по него, в размер на 5% от стойността на поръчката, под формата на банкова гаранция (образец 018) или депозит на парична сума. Банковата гаранция се представя съгласно условията на образеца на банкова гаранция за изпълнение от документацията за участие. Освобождаването на гаранцията за изпълнение е съгласно условията в проекта на договор. Всяко нарушаване на условията на гаранцията и изискванията за нейното издаване, заложени в документацията, е равносилно на непредставяне на гаранцията, поради което не се сключва договор с участник, определен за изпълнител.
Банковите гаранции трябва да бъдат издадени от местни банки или от клонове с регистрирана дейност в Р. България на чуждестранни банки и притежаващи лиценз от БНБ за осъществяване на гаранционни сделки. Банковите гаранции се представят на бълг. или англ. език. В случай че гаранцията е представена на англ. език, то към нея се прилага документът и в превод на бълг. език. Всички разходи, свързани с банковите гаранции, в т.ч. разходите по усвояването им, са за сметка на участника.
III.1.2) Условия и начин на финансирание и плащане и/или препратка към съответните разпоредби, които ги уреждат:
Финансирането се извършва от "Булгартрансгаз" ЕАД със собствени средства. Начинът на плащане се извършва при условията, определени в проекта на договор от документацията за участие в процедурата.
III.1.3) Изискване за създаване на юридическо лице, когато участникът, определен за изпълнител, е обединение на физически и/или юридически лица (когато е приложимо):
III.1.4) Други особени условия (когато е приложимо)
Да □ Не ☑
Ако да, опишете ги:
III.2) Условия за участие
III.2.1) Изисквания към кандидатите или участниците, включително за вписването им в професионални или търговски регистри:
Изискваеми документи и информация:
Офертата съдържа:
Плик № 1 "Документи за подбор" - отделен плик, който съдържа:
1. Декларация по чл. 56, ал. 1, т. 1, буква „а“ от ЗОП (образец 01), съдържаща представяне на участника с посочване на единен идентификационен код по чл. 23 от Закона за търговския регистър,
БУЛСТАТ и/или друга идентифицираща информация (идентифициращ номер на регистрация и съответен регистър и/или информация от удостоверение за актуално състояние, или от еквивалентен документ на съдебен или административен орган) в съответствие със законодателството на държавата, в която участникът е установен, както и адрес, включително електронен, за кореспонденция при провеждането на процедурата и приложени към нея следните документи:
1.1. Декларацията по 56, ал. 1, т. 1, буква "б" от ЗОП /чл. 47, ал. 9 от ЗОП/ (Образец 02)
Възложителят отстранява от участие в процедурата участниците, за които са налице обстоятелствата по чл. 47, ал. 1 и ал. 5 от ЗОП.
2. Пълномощно на лицето, подписващо офертата (оригинал) – представя се, когато офертата (както и други документи от нея) не са подписаны от представляващия/те участника, а от изрично упълном. лице. Пълномощното следва да съдържа всички данни на лицата (упълномощен и упълномощител/и), както и изрично изявление, че упълномощеното лице има право да подпише офертата и да представлява участника в процедурата. Декларациите по чл. 47, ал. 8 и 9 от ЗОП, както и декларациите за липса на свързаност по чл. 56, ал. 1, т. 6 ЗОП не могат да бъдат представяни от упълномощено лице.
3. Копие на договора за обединение когато участникът е обедин., подписан от лицата в обединението. Когато в договора не е посочено лицето, което представлява участниците в обединението, задълж. се представя и документ, подписан от лицата в обединението, в който се посочва представляващият.
4. Оригинал на банкова гаранция за участие (Образец 03) или копие от документ за внесена гаранция под формата на парична сума.
5. Декларация за липса на свързаност с друг участник (образец 04) в съответствие с чл. 55, ал. 7 от ЗОП. Декларацията за липса на свързаност по чл. 56, ал. 1, т. 6 ЗОП се подписва и представя от лицата, които представляват участника и участниците в обединение.
6. Декларация (Образец 05) от участ. за видовете работи от предмета на поръчката, които ще се предложат на подизпълн. и съответстващият на тези работи дял в % от стойн. на общест. поръчка, и предвидените подизпълнители.
7. Декларация (Образец 06) от подизпълн. по чл. 47, ал. 8 от ЗОП Възложителят отстранява от участие в процедурата участник, в случай че за предложен подизпълнител са налице обстоятелствата по чл. 47, ал 1 и 5 от ЗОП.
8. Декларация (Образец 08) от участ. за прием. на условията в проекта на договор.
9. Други документи:
9.1. Декларация (Образец 09) от участник/ участник в обединение/ подизпълнителя по чл. 3, т.8 и чл. 4 от ЗИФОРЮПДРС. При наличие на обстоятелствата по чл. 3, т. 8 от ЗИФОРЮПДРС, освен ако не са налице обстоятелствата по чл. 4 от същия закон, участникът ще се отстранява от процедурата, на основание чл. 69, ал. 1, т. 3 от ЗОП.
9.2. Декларация от участник/участниците в обединение/подизпълнител по чл. 81ж, ал. 10 от Закона за енергетиката (Образец 010).
9.3. Декларация (в свободен текст) от участника за валидността
на офертата.
10. Списък на документентите и информацията, съдържащи се в офертата, подписан от участник (Образец 017)
11. Документи, съгласно т. III.2.3. от настоящото обявление.
Плик № 2 Предложение за изпълнение на поръчката (Образец 011) – отделен плик, в който се поставя техническо предложение и ако е приложимо декларация по чл. 33, ал. 4 от ЗОП
Плик № 3 "Предлагана цена" (Образец 012) – отделен плик, който съдържа ценовото предложение на участник
III.2.2) Икономически и финансови възможности
Изискваеми документи и информация (когато е приложимо):
Не се изискват.
III.2.3) Технически възможности
Изискваеми документи и информация (когато е приложимо):
Доказателства по чл. 51 от ЗОП за техническите възможности и/или квалификация на участника:
1. Списък на доставките, които са еднакви или сходни с предмета на обществената поръчка (Образец 016), изпълнени през последните три години, считано от датата на подаване на офертата, с посочване на стойностите, датите и получателите, заедно с доказателства за извършената доставка, както следва:
1.1. Удостоверение, издадено от получателя, посочен в списъка или от компетентен орган, потвърждаващо извършването на доставката
и/или
1.2. Посочване на публичен регистър, в който е публикувана информация за извършената доставка.
Минимално изискване за технически възможности на участниците, поставено от възложителя на основание чл. 25, ал. 2, т. 6 от ЗОП:
Участникът следва да има изпълнена минимум 1 (една) доставка, която е еднаква или сходна с предмета на обществената поръчка през последните 3 години, считано от датата на подаване на офертата, заедно с доказателства за извършената доставка. Под доставка, която е сходна с предмета на обществената поръчка се разбира доставка на измервателни уреди на оптични влакна (OTDR). Удостоверяване изпълнението на минималното изискване е чрез информацията съдържаща се в представения списък на доставките, които са еднакви или сходни с предмета на обществената поръчка (Образец 016), изпълнени през последните три години, считано от датата на подаване на офертата, заедно с доказателства за извършената доставка.
2. Списък на техническите лица (Образец 019), които притежават квалификация в областта на комуникационната и измерителна апаратура и/или информационните технологии.
Минимално изискване за технически възможности на участниците, поставено от възложителя на основание чл. 25, ал. 2, т. 6 от ЗОП:
Участникът трябва да разполага с минимум 1 /един/ специалист, който притежава квалификация в областта на комуникационната и измерителна апаратура и/или информационните технологии. Удостоверяването на изискването е, чрез представяне на Списък на
техническите лица, в който е посочена професионалната им квалификация.
III.2.4) Запазени поръчки (когато е приложимо)
Да □ Не □
☐ Поръчката е ограничена до кандидати - специализирани предприятия или кооперации на лица с увреждания
☐ Изпълнението на поръчката е ограничено до програми за защита на заетостта на лица с увреждания
III.3) Специфични условия при обществени поръчки за услуги
III.3.1) За изпълнението на услугата се изисква определена професия
Да □ Не □
Ако да, посочете съответните нормативни разпоредби:
__________________________________________________________________________
__________________________________________________________________________
III.3.2) Юридическите лица трябва да посочат имената и професионалната квалификация на персонала си, отговорен за изпълнението на услугата
Да □ Не □
РАЗДЕЛ IV: ПРОЦЕДУРА
IV.1) Вид процедура
IV.1.1) Вид процедура
☐ Открита
□ Ограничена
☐ Договоряне
Има вече избрани кандидати:
Да □ Не □
Ако да, посочете имената и адресите на вече избранныте кандидати в раздел VI.3) Допълнителна информация
IV.2) Критерий за оценка на офертите
IV.2.1) Критерий за оценка на офертите
(моля, отбелязкете приложимото)
☐ най-ниска цена
или
☐ икономически най-изгодна оферта при
☐ посочените по-долу показатели (показателите се посочват с тяхната относителна тежест или в низходящ ред на значимост, когато оценяването на относителната тежест не е възможно поради очевидни причини)
☐ показатели, посочени в документацията, спецификациите, в поканата за представяне на оферти или за участие в договаряне
| Показатели | Тежест |
|------------|--------|
IV.2.2) Ще се използва електронен търг
Да □ Не □
Ако да, допълнителна информация за електронния търг (когато е приложимо)
__________________________________________________________________________
__________________________________________________________________________
IV.3) Административна информация
IV.3.1) Идентификационен номер на поръчката, даден от възложителя (когато е приложимо)
150-144
IV.3.2) Предишни публикации относно същата поръчка
Да □ Не □
Ако да, посочете къде:
☐ Предварително обявление за ОП
☐ Обявление на профила на купувача
Номер на обявението в РОП: 651868 от 27/02/2015 дд/мм/гггг
IV.3.3) Условия за получаване на документация за участие (спецификации и допълнителни документи) (с изключение на динамична система за доставки)
Срок за получаване на документация за участие
Дата: 12/10/2015 дд/мм/ггтт
Час: 17:00
Платими документи
Да ☑ Не □
Ако да, цена (в цифри): 6 Валута: BGN
Условия и начин за плащане:
Документацията за участие се заплаща в горепосочения размера, само в случайите, когато лице е поискало същата да му бъде изпратена. Документацията се изпраща за сметка на лицето, поискало предоставяне на документацията, само след заплащане на стойността на документацията. Възникналите във връзка с изпращането разходи, са за негова сметка.
По сметка на "Булгартрансгаз" ЕАД се заплащат 6 лв. (цената на документацията с включен ДДС) или тяхната равностойност в евро съгласно фиксинга на БНБ в деня на извършване на плащането, по една от следните банкови сметки на "Булгартрансгаз" ЕАД в "УниКредит Булбанк" АД - ВИС код - UNCRBGSF; IBAN сметка в лева - BG52 UNCR 7630 1078 4357 01;
IBAN сметка в евро BG88 UNCR 7630 1476 0610 42. В платежното нареждане да бъде записано: "Документация за процедура 150-144". Банковите такси по извършване на превода са за сметка на лицето.
IV.3.4) Срок за получаване на оферти или заявления за участие
Дата: 12/10/2015 дд/мм/ггтт
Час: 17:00
IV.3.5) Език/ци, на който/които могат да бъдат изготвени оферти или заявлениета за участие
☐ ES ☑ DA ☐ ET ☐ EN ☐ IT ☐ LT ☐ MT ☐ PL ☐ SK ☐ FI
☐ CS ☐ DE ☐ EL ☐ FR ☐ LV ☐ HU ☐ NL ☐ PT ☐ SL ☐ SV
Друг: Български
IV.3.6) Срок на валидност на оферти (открита процедура)
До дата: ________ дд/мм/ггтт
или в месеци: ________ или дни: 120 (от крайния срок за получаване на оферти)
IV.3.7) Условия при отваряне на оферти
Дата: 13/10/2015 дд/мм/ггтт
Час: 14:00
Място (когато е приложимо): Централно управление на "Булгартрансгаз" ЕАД, гр. София, ж. к. "Люлин"-2, бул. "Панcho Владигеров" № 66
Лица, които могат да присъстват при отварянето на оферти (когато Да ☑ Не □ е приложимо)
На отварянето на офертите и ценовите оферти могат да присъстват участниците в процедурата или техни упълномощени представители, както и представители на средствата за масово осведомяване и други лица при спазване на установения режим за достъп до сградата, в която ще се извършва отварянето. Представителите на горепосочените лица, желаещи да присъстват при отварянето на офертите, е необходимо да представят следните документи:
• За участници в процедурата – представляващ/и участника представят документ за самоличност, копие на документ, удостоверяващ актуалното състояние на съответния участник.
• Чуждестранните участници представят документа, удостоверяващ актуалното състояние, и в превод на български език.
• За упълномощените представители на участниците – документ за
самоличност, пълномощно, копие на документ, удостоверяващ актуалното състояние на съответния участник. Чуждестранните участници представят документа, удостоверяващ актуалното състояние, и съответното пълномощно и в превод на български език.
• За представителите на средствата за масово осведомяване – служебна карта или друг документ, удостоверяващ служебното положение, по силата на което лицето има право на присъствие.
• За други лица при спазване на установения режим за достъп до сградата, в която ще се извършва отварянето – документ за самоличност.
РАЗДЕЛ VI: ДРУГА ИНФОРМАЦИЯ
VI.1) Това представлява периодично възлагане на поръчка (когато е приложимо)
Да □ Не □
Ако да, прогнозен график за публикуването на следващи обявления:
VI.2) Поръчката е свързана с проект и/или програма, финансирали от фондове на ЕС
Да □ Не □
Ако да, посочете проекта/програмата:
VI.3) Допълнителна информация (когато е приложимо)
Настоящото обявление е изпратено до регистъра на Агенцията по обществени поръчки чрез упълномощен потребител, идентифициран чрез електронен подпис по реда на Закона за електронния документ и електронния подпис. Зaintересованите лица имат пълен достъп по електронен път до документацията за участие в процедурата на следния интернет адрес:
http://www.bulgartransgaz.bg/bg/tenders/proceduri-za-vazlagane-na-obshtestveni-porachki-1.html.
Възложителят ще предоставя образците от документацията за участие във формат doc на заинтересованите лица по електронна поща.
Условията и документите, необходими за сключване на договор с избрания изпълнител, са съгласно описанието в раздел "Изисквания за сключване и изпълнение на договор" от Указания за подготовка на офертата, част от документацията за участие.
При публичното оповестяване, съгласно чл. 69а, ал. 3 от ЗОП, на предлаганите цени на участниците от комисията за провеждане на процедурата се оповествява предлаганата цена, изписана словом.
В случай на несъответствие между общата цена за изпълнение предмета на поръчката, изписана цифрой и словом, за валидна се приема, посочената словом, като същата се оповествява от комисията за провеждане на процедурата на основание чл. 69а, ал. 3 от Закона за обществени поръчки (ЗОП). В случай че бъде открито такова несъответствие, участникът следва да приведе общата цена и единичните цени, изписани цифрой с общата цена на офертата, изписана словом в определен от комисията срок.
При несъответствие между предложените единични цени и общата цена, валидна ще бъде общата цена на офертата, изписана словом и
участникът следва да приведе единичните цени в съответствие с общата цена на офертата, изписана словом в определен от комисията срок.
Срокът за изпълнение на договора, посочен в т. II.3. по-горе, започва да тече от датата, на която Изпълнителят е уведомен писмено от Възложителя за получение от Държавна агенция "Национална сигурност" (ДАНС) достъп за лицата, отговорни за изпълнение предмета на договора до местата по II.1.2) б) по-горе.
Обменът на информация от откриване на процедурата до крайния срок за получаване на оферти към Възложителя може да се извърши по пощата или по факс, а от възложителя към лицата по пощата или по факс, като в хипотезата на чл. 29, ал. 1 от ЗОП единствено на електр. адрес. Средството за комуникация от участниците в хода на провеждане на процедурата е пощата чрез входирането на документите в деловодството на Възложителя на адрес: гр. София, п.к. 1336, ж.к. Люлин 2, бул. "Панcho Владигеров" № 66. Документи, които се представят допълнително от участниците на осн. чл. 68, ал. 9 от ЗОП се представят в запечатан плик от участникът лично или от упълномощен от него представител или по пощата с препоръчано писмо с обратна разписка или чрез куриерска служба. Върху плика участникът посочва следните означения: "Допълнително представяне на документи" в процедура за възлагане на обществена поръчка с изписано наименование на поръчката, идент. и номер, даден от възложителя (ако такъв е посочен в обявленето), име на участника. Изискани от комисията разяснения и допълнителни доказателства, съгласно чл. 68, ал. 11 от ЗОП и обосновки по чл. 70, ал. 1 от ЗОП се представят като се възпрират в деловодството на "Булгартрансгаз" ЕАД на адрес: гр. София, ж.к. Люлин 2, бул. "Панcho Владигеров" № 66, в определения от комисията срок. Допълнителни документи, разяснения, допълнителни доказателства и писмени обосновки, предоставени от участник след определения от комисията срок, не се разглеждат от комисията. Обменът на информация във връзка със завършване на процедурата от Възложителя към участниците се извършва по пощата с препоръчано писмо с обратна разписка или по факс или получаване на документи на място лично срещу подпис.
VI.4) Процедури по обжалване
VI.4.1) Орган, който отговаря за процедурите по обжалване
Официално наименование
Комисия за защита на конкуренцията
Адрес
бул. Витоша № 18
Град
София
Пощенски код
1000
Държава
Република България
Телефон
02 9884070
Електронна поща
email@example.com
Факс
02 9807315
Интернет адрес (URL):
http://www.cpc.bg
| Орган, който отговаря за процедурата по медиация (когато е приложимо) |
|---------------------------------------------------------------|
| Официално наименование |
| Адрес |
| Град | Пощенски код | Държава |
| | | |
| Телефон |
| Електронна поща | Факс |
| Интернет адрес (URL): |
VI.4.2) Подаване на жалби (моля, попълнете раздел VI.4.2 или при необходимост раздел VI.4.3)
Уточнете информацията относно крайния срок ( крайните срокове) за подаване на жалби:
Съгласно чл. 120, ал. 5, т. 1 от ЗОП.
VI.4.3) Служба, от която може да бъде получена информация относно подаването на жалби
Официално наименование
Адрес
Град | Пощенски код | Държава
| | |
Телефон
Електронна поща | Факс |
Интернет адрес (URL):
VI.5) Дата на изпращане на настоящото обявление
Дата: 18/09/2015 дд/мм/ггтт
ПРИЛОЖЕНИЕ А
ДОПЪЛНИТЕЛНИ АДРЕСИ И ЛИЦА ЗА КОНТАКТ
I) Адреси и лица за контакт, от които може да се получи допълнителна информация
Официално наименование
Адрес
Град | Пощенски код | Държава
| | |
За контакти | Телефон |
Лице за контакти
Електронна поща | Факс |
Интернет адрес (URL):
| II) Адреси и лица за контакт, от които може да се получат документация за участие (спецификации и допълнителни документи) (включително документи за динамична система за доставки) |
|---|
| Официално наименование | Булгартрансгаз ЕАД |
| Адрес | ж.к. Люлин 2, бул. Панcho Владигеров № 66 |
| Град | София |
| Пощенски код | 1336 |
| Държава | България |
| За контакти | ж.к. Люлин 2, бул. Панcho Владигеров № 66 |
| Телефон | 02 9396358 |
| Лице за контакти | Весела Тафраджийска |
| Електронна поща | firstname.lastname@example.org |
| Факс | 02 9250063 |
| Интернет адрес (URL): | www.bulgartransgaz.bg |
| III) Адреси и лица за контакт, на които трябва да бъдат изпратени офертите или заявленията за участие |
|---|
| Официално наименование | Булгартрансгаз ЕАД |
| Адрес | ж.к. Люлин 2, бул. Панcho Владигеров № 66 |
| Град | София |
| Пощенски код | 1336 |
| Държава | България |
| За контакти | ж.к. Люлин 2, бул. Панcho Владигеров № 66 |
| Телефон | 02 9396358 |
| Лице за контакти | Весела Тафраджийска |
| Електронна поща | email@example.com |
| Факс | 02 9250063 |
| Интернет адрес (URL): | www.bulgartransgaz.bg |
УКАЗАНИЯ
ЗА ПОДГОТОВКА НА ОФЕРТА
Наименование на поръчката, дадено от възложителя: Доставка на модули и софтуер за наблюдение на оптични влакна
Идент. номер: 150-144
Офертата се представя на български език, освен когато възложителят е допуснал в обявяването за обществената поръчка, офертата да се представя на официалния език на съответната страна, когато поръчката е с място на изпълнение извън страната. Офертата се изготвя и представя при спазване на законовите изисквания, както и на условията и изискванията на документацията за участие в процедурата. Документи по чл. 56 от ЗОП, представени в офертата, които изхождат от участника, се подписват от представляващия/те, съгласно актуалното състояние на участникът от Търговския регистър/договора за обединение на дружество, което не е юридическо лице и което не се регистрира съгласно съответното национално законодателство. Когато участникът е обединение, което няма определена правна форма и статут, документите се подписват от всяко физическо лице, което участва в обединението и от представляващия/представляващите всеки участник в обединението, освен ако участниките в обединението са упълномощили конкретно лице/лица, което да представлява обединението.
1. Всеки Участник може да представи само една Оферта за участие в процедурата.
2. Офертата се представя в запечатан непрозрачен плик от участникът или от упълномощен от него представител лично или по пощата с препоръчано писмо с обратна разписка. Върху плика участникът посочва следните означения:
- Наименование на поръчката, идентификационния й номер, даден от възложителя (ако такъв е посочен в обявяването);
- Наименование на обособената/ите позиция/и, за която/които подава оферта (когато обществената поръчка включва самостоятелно обособени позиции);
- Наименование на участникът и правно организационна форма. Когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната им форма в случай, че има такава;
- Адрес за кореспонденция;
- Телефон и по възможност факс и електронен адрес.
Възложителят не предвижда възможност за получаване оферти по електронен път, по факс или по телефон.
Пликът с офертата следва да съдържа 3 (три) отделни запечатани непрозрачни и надписани плика, както следва:
Плик № 1 с надпис "Документи за подбор" и наименование на участникът и правно организационна форма. Когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната форма в случай, че има такава.
Плик № 2 с надпис: "Предложение за изпълнение на поръчката" и наименование на участника и правно организационна форма. Когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната форма в случай, че има такава.
Плик № 3 с надпис: "Предлагана цена" и наименование на участника и правно организационна форма. Когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната форма в случай, че има такава.
3. Когато участникът в процедурата, българско физическо или юридическо лице или техни обединения, представя в офертата си документи на чужд език, същите се представят и в превод на български език.
Когато участникът в процедура е чуждестранно физическо или юридическо лице или техни обединения, офертата се подава на български език, документът по чл. 56, ал. 1, т. 1 от ЗОП се представят в официален превод, а изискваемите от възложителя документи по чл. 56, ал. 1, т. 4, 5 и 11 от ЗОП, които са на чужд език, се представят и в превод.
По смисъла на §1, т.1бa от Допълнителните разпоредби на Закона за обществените поръчки (ЗОП) "Официален превод" е превод, извършен от преводач, който е вписан в списък на лице, което има склучен договор с Министерството на външните работи за извършване на официални преводи.
Когато участникът в процедура е българско физическо или юридическо лице или техни обединения, офертата се подава на български език, а в случай, че някои от документите в офертата са издадени на чужд език, същите следва да бъдат представени и я превод на български език.
4. Когато за някой от посочените документи е определено, че се представя в „заверено копие", за тяхъв документ се счита този, върху копието на който фигурира текста „Вярно с оригинала" и е поставен подпис на лицето, извършило заверката.
5. Представените образци в документацията за участие и условията, описани в тях, са задължителни за Участниците, с изключение на образците на банковите гаранции. Ако офертата не е представена по представените образци, възложителят има право да отстрани Участника от процедура, поради несъответствие на Офертата с условията на документацията за участие.
Относно Образците на банковите гаранции, задължителни за участниците са само условията, описани в тях. Участникът е длъжен да се съобрази с искането на Възложителя, в противен случай се счита, че не е представена изискваната банкова гаранция, и Офертата на участника ще бъде отстранена.
6. Срокът на валидност на офертите трябва да бъде съобразен с определения срок в "Обявленето за обществена поръчка" и представлява времето, през което Участниците са обвързани с условията на представените от тях офертти.
7. Когато в "Обявленето за обществена поръчка" е определено, че предметът на поръчката включва обособени позиции и:
- в обявленето е определено, че оферти се подават само за една обособена позиция, то Участниците имат право да представят само една офера, за една обособена позиция, която е свободно избрана от тях измежду всички обособени позиции в предмета на поръчка. В този случай всяка офера, която се отнася за повече от една обособена позиция, ще бъде отстранявана;
- в Обявленето е определено, че оферти се подават само за всички обособени позиции, то Участниците задължително представят офера, която е за пълния предмет на поръчка и
включва всички обособени позиции. В този случай всяка оферта, която не се отнася за всички обособени позиции, ще бъде отстранявана;
- в Обявленето е определено, че офертит могат да се подават за няколко обособени позиции, то независимо дали е посочено, че офертит могат да се подават за една или за всички обособени позиции, Участниците имат право да представят оферта, която се отнася за произволно избрани от тях обособени позиции (една, няколко или всички от тях).
8. Когато в предмета на поръчка възложителят е предвидил „Опция“, то предлагане на такава опция в офертата на участника е задължително. В случай че е предложил опцията в офертата си, Извънителят няма право да се отказва от изпълнението й, нито да променя условията за нейното изпълнение до изтичане на срока за използването й. Опцията се включва в обхвата на договора, като възложителят сам определя дали опцията да бъде възложена или не.
СЪДЪРЖАНИЕ НА ОФЕРТА
ПЛИК № 1 "ДОКУМЕНТИ ЗА ПОДБОР", който съдържа:
9. Декларация по чл. 56, ал. 1, т. 1, буква "а" от ЗОП (образец О1), съдържаща представяне на участника с посочване на единен идентификационен код по чл. 23 от Закона за търговския регистър, БУЛСТАТ и/или друга идентифицираща информация (идентифициращ номер на регистрация и съответен регистър и/или информация от удостоверение за актуално състояние, или от еквивалентен документ на съдебен или административен орган) в съответствие със законодателството на държавата, в която участникът е установен, както и адрес, включително електронен, за кореспонденция при провеждането на процедурата и приложени към нея следните документи:
9.1. Декларацията по 56, ал. 1, т. 1, буква "б" от ЗОП (чл. 47, ал. 9 от ЗОП). Възложителят отстранява от участие в процедурата участници, за които са на лице обстоятелствата по чл. 47, ал 1 и ал. 5 от ЗОП.
10. Пълномощно на лицето, подписващо офертата (оригинал) – представя се, когато офертата (както и други документи от нея) не са подписани от представляващия/те участника, а от изрично упълномощено лице. Пълномощното следва да съдържа всички данни на лицата (упълномощен и упълномощител/и), както и изрично изявление, че упълномощеното лице има право да подпише офертата и да представлява участника в процедурата. Декларациите по чл. 47, ал. 8 и 9 от ЗОП, както и декларациите за липса на свързаност по чл. 56, ал. 1, т. 6 ЗОП не могат да бъдат представяни от упълномощено лице.
11. Копие на договора за обединение когато участникът е обединение, подписан от лицата в обединението. Когато в договора не е посочено лицето, което представлява участниците в обединението, задължително се представя и документ, подписан от лицата в обединението, в който се посочва представляващият.
12. Оригинал на банкова гаранция за участие или копие от документа за внесена гаранция под формата на парична сума.
Гаранцията за участие в процедурата под форма на банкова гаранция, да бъде издадена на името на Участник (Когато участник е обединение, което не юридическо лице, всеки от съдружниците в него може да е наредител по банковата гаранцията), съгласно условията на образеца от документацията (Образец ОЗ).
Гаранцията за участие в процедурата под форма на депозит, следва да бъде внесена по следната сметка на Възложителя:
"УниКредит Булбанк" - Централа,
SWIFT (BIC): UNCRBGSF,
банкова сметка (IBAN) в лева: BG52 UNCR 7630 1078 4357 01;
банкова сметка (IBAN) в евро: BG88 UNCR 7630 1476 0610 42;
В нареждането за плащане задължително следва да бъде записано „Гаранция за участие в процедура с Идентификационен № ……………”.
Когато участник е обединение, което не е юридическо лице, всеки от съдружниците в него може да е вносител на сумата по гаранцията, като в основание за плащане в платежното нареждане следва изрично да е посочено, че сумата представлява гаранция за участие на Обединението – Участник в процедура с Идентификационен № …………….
Размерът и валутата на гаранцията е определен в т. III.1.1. от „Обявленietо за обществената поръчка“.
Чуждестранните участници могат да представят гаранцията в Евро с равностоен размер, изчислен по официалния курс „Евро за Лев“, определен от Българската народна банка за деня на откриване на гаранцията.
Ако Участникът представя Банкова гаранция, то условията по същата трябва да отговарят на тези по приложения в документацията Образец на Банкова гаранция за участие в процедурата (Образец ОЗ). Валидността на гаранцията за участие следва да покрива изцяло срока на валидност на офертата на Участника.
На основание чл. 59, ал. 2 от ЗОП Възложителят определя следните условия на гаранцията за участие:
Предвид законовото задължение класираните на първо и второ място участници да поддържат банковата гаранция за участие до сключване на договор за възлагане на поръчка на основание чл. 61, ал. 2, т. 2 от ЗОП, в случайте, в които същите са представили банкова гаранция за участие и когато е необходимо удължаване на валидността й не предоставят в срок до три дни преди изтичане на валидността на действаща банкова гаранция документ за удължаването й (добавък или нова банкова гаранция), Възложителя ще пристъпи към предявяване на плащане по действащата банкова гаранция. В този случай средствата не се усвояват счетоводно от Възложителя, а се трансформират в депозит, който обезпечава задълженията на участника за поддържане на гаранцията за участие в процедурата до сключване на договор, като същата ще бъде задържана от Възложителя само при наличие на хипотезите на чл. 61, ал. 1 от ЗОП, съответно освободена при наличие на предпоставки по чл. 62, ал. 1, т. 2 от ЗОП.
Банковите разходи по откриването и обслужването на гаранцията са за сметка на участника. Той трябва да предвиди и заплати своите такси по откриване и обслужване на гаранцията така, че размерът на получената от Възложителя гаранция да не бъде по-малък от определения в настоящата процедура.
13. Доказателства по чл. 50 от ЗОП за икономическото и финансовото състояние, на участника за доставки или услуги:
Не се изискват.
14. Доказателства по чл. 51 от ЗОП за техническите възможности и/или квалификация на участника:
14.1. Списък на доставките, които са еднакви или сходни с предмета на обществената поръчка (Образец О16), изпълнени през последните три години, считано от датата на подаване на офертата, с посочване на стойностите, датите и получателите, заедно с доказателства за извършената доставка, както следва:
14.1.1. Удостоверение, издадено от получателя, посочен в списъка или от компетентен орган, потвърждаващо извършването на доставката
и/или
14.1.2. Посочване на публичен регистър, в който е публикувана информация за извършената доставка.
Минимално изискване за технически възможности на участниците, поставено от възложителя на основание чл. 25, ал. 2, т. 6 от ЗОП:
Участникът следва да има изпълнена минимум 1 (една) доставка, която е еднаква или сходна с предмета на обществената поръчка през последните 3 години, считано от датата на подаване на офертата, заедно с доказателства за извършената доставка. Под доставка, която е сходна с предмета на обществената поръчка се разбира доставка на измервателни уреди на оптични влакна (OTDR).
Удостоверяване изпълнението на минималното изискването е чрез информацията съдържаща се в представения списък на доставките, които са еднакви или сходни с предмета на обществената поръчка (Образец О16), изпълнени през последните три години, считано от датата на подаване на офертата, заедно с доказателства за извършената доставка.
14.2. Списък на техническите лица (Образец О19), които притежават квалификация в областта на комуникационната и измерителна апаратура и/или информационните технологии.
Минимално изискване за технически възможности на участниците, поставено от възложителя на основание чл. 25, ал. 2, т. 6 от ЗОП:
Участникът трябва да разполага с минимум 1 /един/ специалист, който притежава квалификация в областта на комуникационната и измерителна апаратура и/или информационните технологии.
Удостоверяването на изискването е, чрез представяне на Списък на техническите лица, в който е посочена професионалната им квалификация.
Документите по т. 14 се представят само за участниците, чрез които обединението доказва съответствието си с критериите за подбор по чл. 25, ал. 2, т. 6 от ЗОП
В случай, че участник доказва съответствието си с изискванията за финансово и икономическо състояние, за технически възможности и/или квалификация с възможностите на едно или повече трети лица, съгласно чл. 51а, ал. 1 от ЗОП, същият посочва тези обстоятелства в съответните документи, определени от възложителя за доказване на съответните възможности, както и представя доказателства, че при изпълнението на поръчката ще има на разположение ресурсите на третите лица.
15. Изисквания съгласно чл. 51, ал. 2 от ЗОП към участниците за техните умения, ефективност и опит да предоставят услугата или да извършват монтажа или строителните работи.
Не се изискват.
16. Декларация от участника и участниците в обединение за липса на свързаност с друг участник (образец О4) в съответствие с чл. 55, ал. 7 от ЗОП, както и за липса на обстоятелство по чл. 8, ал. 8, т. 2 от ЗОП. Декларациите за липса на свързаност по чл. 56, ал. 1, т. 6 ЗОП се подписват и представят от лицата, които представляват участника и участниците в обединение.
17. Декларация (образец О5) от участника за видовете работи от предмета на поръчката, които ще се предложат на подизпълнители и съответстващият на тези работи дял в проценти от стойността на обществената поръчка, и предвидените подизпълнители.
17.1. Декларация (образец Об) от подизпълнителите по чл. 47, ал. 8 от ЗОП.
Възложителят отстранява от участие в процедурата участник, в случай, че за предложен подизпълнител са на лице обстоятелствата по чл. 47, ал 1 и 5 от ЗОП.
18. Декларация (образец О7) от участник/ участник/ци в обединение, че са спазени изискванията за закрила на заетостта, включително минимальна цена на труда и условията на труд - в случайите по чл. 28, ал. 5 от ЗОП.
Не се изисква.
19. Декларация (образец О8) от участник за приемане на условията в проекта на договор;
20. Друга информация, посочена в обявленето или в документацията за участие:
20.1. Декларация (образец О9) от участника/ участниците в обединение/ подизпълнителя по чл. 3, т. 8 и чл. 4 от Закона за икономическите и финансовите отношения с дружествата, регистрирани в юрисдикции с преференциален данъчен режим, свързаните с тях лица и техните действителни собственици (ЗИФОДРЮПДРС);
При наличие на обстоятелствата по чл. 3, т. 8 от ЗИФОДРЮПДРС, освен ако не са наличие обстоятелствата по чл. 4 от същия закон, участникът ще се отстранява от процедурата, на основание чл. 69, ал. 1, т. 3 от ЗОП
20.2. Декларация от участника/участниците в обединение/подизпълнител по чл. 81ж, ал. 10 от Закона за енергетиката (Образец О10)
Забележка: В случай, че от съдържанието на декларацията е видно, че участникът в процедурата/участник в обединение/подизпълнител изпълнява дейности, посочени в чл. 81ж, ал. 10 от Закона за енергетиката на вертикално интегрираното предприятие „Български енергиен холдинг“ ЕАД или на други негови части, същият се отстранява от процедурата, на основание чл. 69, ал. 1, т. 3 от ЗОП.
20.3. Декларация (в свободен текст) от участника за валидността на офертата.
21. Списък на документите и информацията, съдържащи се в офертата, подписан от участник (образец О17).
Документи по чл. 56 от ЗОП, представени в офертата, които изхождат от участника, се подписва от представляващия/те, съгласно актуалното състояние на участника от Търговския регистър/договора за обединение на дружество, което не е юридическо лице и което не се регистрира съгласно съответното национално законодателство. Когато участникът е обединение, което няма определена правна форма и статут, документите се подписват от всяко физическо лице, което участва в обединението и от представляващия/представляващите всеки участник в обединението, освен ако участниките в обединението са упълномощили конкретно лице/ лица, което да представлява обединението
Когато участник в процедурата е обединение, което не е юридическо лице:
- Документите по чл. 56, ал. 1, т. 1, букви "а" и "б" от ЗОП се представят за всяко физическо или юридическо лице, включено в обединението;
- Документите по 56, ал. 1, т. 1, буква "в" и т. 4 и 5 от ЗОП се представят само за участниците, чрез които обединението доказва съответствието си с критериите за подбор по чл. 25, ал. 2, т. 6 от ЗОП;
- Декларация по 56, ал. 1, т. 11 от ЗОП се представя само за участниците в обединението, които ще изпълняват дейности, свързани с услуги.
- Когато участникът в процедура е чуждестранно физическо или юридическо лице или техни обединения, офертата се подава на български език, документът по чл. 56, ал. 1, т. 1 от ЗОП се представя в официален превод, а документите по чл. 56, ал. 1, т. 4, 5 и 11 от ЗОП, които са на чужд език, се представят и в превод.
Забележка: Лице, което участва в обединение или е дало съгласие и фигурира като подизпълнител в офертата на друг участник, не може да представя самостоятелна офера.
В процедура за възлагане на обществена поръчка едно физическо или юридическо лице може да участва само в едно обединение.
За документи, за които е посочено, че се представят от участник, същите се подписват от представяващия/ ите участник (юридическо лице, едноличен търговец и обединение, което не е юридическо лице по ЗЗД), а в случай, че участникът нямат правна форма, се подписват от всяко едно физическо лице и от представяващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
За документи, за които е посочено, че се представят от участник в обединение, което не е юридическо лице, документите се подписват от всяко едно физическо лице и от представяващия/ ите всяко едно юридическо лице, които участват в обединението.
**ПЛИК № 2 "ПРЕДЛОЖЕНИЕ ЗА ИЗПЪЛНЕНИЕ НА ПОРЪЧКАТА"**
22. Представя се Плик № 2 с надпис: "Предложение за изпълнение на поръчката". Предложението, за изпълнение на поръчката (оригинал на образец О11), трябва да съдържа техническо предложение за изпълнение на поръчката, включващо и срок за изпълнение, към което, ако е приложимо, се прилага декларация по чл. 33, ал. 4 от ЗОП.
Предложението за изпълнение на поръчката следва да бъде изготвено при спазване на изискванията и условията на документацията за участие, в т. ч. на пълното описание на предмета на поръчката, техническата спецификация, „Указанията за подготовка на офертата” и включва:
- Описание на доставките, които ще бъдат извършени във връзка с изпълнение на предмета на поръчка;
- Предложение за начин на плащане, който да бъде съобразен с изискванията и ограниченията, посочени в документацията за участие, в т.ч. проекта на договор от документацията за участие;
- Гаранционни срокове;
- Рекламации.
В случай, че участникът не е производител на стоките, предмет на поръчката (модулите и софтуера), същият следва да представи оторизационно писмо/писма, издадени от съответния производител. Оторизационните писма могат да бъдат издадени и от лица, на които от съответния производител е дадено правото да издават такива документи. В случай на представяне на оторизационни писма от такива лица, участникът следва да представи и документи, издадени от съответния производител, от които документи са видни правата за издаване на оторизация от тези лица.
От оторизационните писма следва да е видно, че участникът е оторизиран да извършва продажба/търговия/ и поддръжка на модулите и софтуера за наблюдение на оптични влакна. От обхвата на оторизацията следва да не е изключена територията на Република България.
Всяка друга информация за доказване на съответствието на офертата с пълното описание и условията за изпълнение на поръчката, посочени в документацията за участие.
**ПЛИК № 3 "ПРЕДЛАГАНА ЦЕНА"**
23. Представя се Плик № 3 с надпис: „Предлагана цена”, който съдържа ценовото предложение на участника (оригинал на образец О12).
При публичното оповестяване, съгласно чл. 69а, ал. 3 от ЗОП, на предlagаните цени на участниците от комисията за провеждане на процедурата се оповествява предлаганата цена, изписана словом.
В случай на несъответствие между общата цена за изпълнение предмета на поръчката, изписана цифром и словом, за валидна се приема, посочената словом, като същата се оповествява от комисията за провеждане на процедурата на основание чл. 69а, ал. 3 от ЗОП. В случай, че бъде открито такова несъответствие, участникъл следва да приведе общата цена...
и единичните цени, изписани цифром с общата цена на офертата, изписана словом в определен от комисията срок.
При несъответствие между предложените единични цени и обща цена, валидна ще бъде общата цена на офертата, изписана словом и в случай че бъде открито такова несъответствие, участникът следва да приведе единичните цени в съответствие с общата цена на офертата, изписана словом в определен от комисията срок. За целите на оценяване на офертите, съгласно предварително обявения критерий „най-ниска цена“, посочената валута на „Предлаганата цена“ от участника за изпълнение на поръчката се преизчислява в левова равностойност, съгласно посочената от участника валута по официалния фиксинг на БНБ към крайната дата за получаване на оферти за участие, посочена в обявление на обществената поръчка.
В цените на услугите, които се оферират от чуждестранни Участници, следва да се включи дължимият данък при източника в размер, съгласно „Спогодбата за избягване на двойното данъчно облагане“, склучена между Р. България и страната, в която Участникът е регистриран и данъчно задължен. В цените следва да се посочи изрично определения от Участника размер на данъка при източника за всеки вид услуга, който той е предвидил. Независимо от това дали е посочен или не, при всяко международно разплащане на услуги, Възложителят ще удържа от дължимата цена приложими за конкретния случай размер на данъка при източника. В случаите, когато няма склучена Спогодба между страните на субектите или същата не може да бъде приложена по вина на Участника, от всяко дължимо плащане ще се удържа данък при източника в размер на 10 % от стойността на услугите.
СПЕЦИФИЧНИ ИЗИСКВАНИЯ КЪМ ОФЕРТИТЕ
24. Приемат се офертити само за целия предмет на поръчката. Не се допуска представяне на варианти.
25. Офертата следва да се представи само в един оригинал.
26. Документи, които се представят допълнително от участниците на основание чл. 68, ал. 9 от ЗОП се представят в запечатан плик от участника лично или от упълномощен от него представител или по пощата с препоръчано писмо с обратна разписка или чрез куриерска служба. Върху плика участникът посочва следните означения: „Допълнително представяне на документи” в процедура за възлагане на обществена поръчка с изписан предмет на поръчката, идентификационния й номер, даден от Възложителя (ако такъв е посочен в обявението), име на участник, а когато документите са за самостоятелно обособени позиции и за коя позиция се отнася.
27. Изисканите от комисията разяснения и допълнителни доказателства, съгласно чл. 68, ал. 11 от ЗОП се представят в определен от комисията срок. Разяснения и допълнителни доказателства, представени след определения от комисията срок, не се разглеждат от комисията.
ИЗИСКВАНИЯ ЗА СКЛЮЧВАНЕ И ИЗПЪЛНЕНИЕ НА ДОГОВОР
28. Договор за възлагане на обществена поръчка не се сключва с определения за изпълнител участник в хипотезите на чл. 42, ал. 1 от ЗОП.
29. При подписване на договора, определеният за изпълнител участник представя гаранция за изпълнение на задълженията си по него под формата на банкова гаранция или депозит на парична сума. Банковата гаранция се представя съгласно условиета на образеца на банкова гаранция за изпълнение от документацията за участие. Всяко нарушаване на условиета на гаранцията и изискванията за нейното издаване, заложени в документацията, е равносилно на непредставяне на гаранцията, поради което не се сключва договор за обществената поръчка с участник, определен за изпълнител.
30. Договор за възлагане на обществена поръчка не се сключва с определения за изпълнител участник, освен в горепосочените случаи, и при следните условия:
30.1. Когато определения за Изпълнител Участник не е представил преди подписване на договора Декларация по чл. 6, ал. 2 от Закона за мерките срещу изпирането на пари (ЗМИП) (образец О13) или в същата не са посочени физическите лица, които са действителни собственици. Съгласно чл. 6, ал. 2 от (ЗМИП), когато клиент е юридическо лице е необходимо да бъдат идентифицирани физическите лица, които са действителни собственици и в тази връзка е необходимо тази информация да се посочи в декларацията по чл. 6, ал. 2 от ЗМИП. Разпоредбата на чл. 6, ал. 2 от ЗМИП не съдържа изключения по отношение на юридическите лица, които са публични дружества, и същите следва да представят Декларация по чл. 6, ал. 2 от ЗМИП, в която да са посочени физическите лица, които са действителни собственици на публичното дружество към датата на подаване на Офертата.
Съгласно разпоредбата на чл. 3, ал. 5, т. 1 от Правилника за прилагане на Закона за мерките срещу изпирането на пари, действителен собственик на клиент – юридическо лице, е:
- физическо лице или физически лица, които пряко или непряко притежават повече от 25 на сто от дяловете или от капитала на клиент – юридическо лице, или на друга подобна структура, или пряко или непряко го контролират;
- физическо лице или физически лица, в полза на които се управлява или разпределя 25 на сто или повече от имуществото, когато клиент е фондация, организация с нестопанска цел или друго лице, което осъществява доверително управление на имущество или разпределение на имущество в полза на трети лица;
- група от физически лица, в чиято полза е създадена или действа фондация, организация с идеална цел или лице, осъществяващо доверително управление на имущество или разпределение на имущество в полза на трети лица, ако тези лица не са определени, но са определяеми по определени признаци.
В тази връзка е необходимо в декларацията по чл. 6, ал. 2 от ЗМИП да се посочи информация в обхват, съгласно чл. 3, ал. 5, т. 1 от Правилника за прилагане на Закона за мерките срещу изпирането на пари.
30.2. Когато избрания за изпълнител участник не е представил преди подписване на договора Декларация по чл. 4, ал. 7 от ЗМИП за произхода на средствата (образец 14).
30.3. Когато определения за изпълнител участник не е представил преди подписване на договора декларация за конфиденциалност (образец О15).
30.4. В случай на непредставяне на декларацията по образец О10 или в случай, че от съдържанието на декларацията е видно, че същият изпълнява дейности, посочени в чл. 81ж, ал. 10 от Закона за енергетиката на вертикално интегрираното предприятие „Български енергиен холдинг” ЕАД или на други негови части.
ОСИГУРЯВАНЕ НА ДОСТЪП ДО ОБЕКТИТЕ НА „БУЛГАРТРАНСГАЗ” ЕАД:
31. За осигуряване на достъп до стратегически обект по смисъла на постановление №3 на МС от 10.01.2013 г., в срок до 3 (три) дни след влизане в сила на решението за класиране на участниците и определяне на Изпълнител, участникът определен за Изпълнител следва да представи на Възложителя списък на служителите (трите имена, ЕГН/личен номер на чужденеца, рождена дата и адрес на лицето) и да приложи за всеки от тях, следните документи: попълнен въпросник за издаване на разрешение за работа в стратегически зони (по образец, който се предоставя допълнително от Възложителя), актуално копие на свидетелство за съдимост, актуално копие на удостоверителен документ за липса на психични заболявания и документ за липса на водени срещу лицето досъбебни или съдебни производства за престъпления от общ характер (издава се от Прокуратурата). Списъкът ще бъде предоставен на Държавна агенция “Национална сигурност” (ДАНС).
За всички неурядени въпроси се прилагат разпоредбите на Закона за обществените поръчки и Правилника за прилагането му.
ПЪЛНО ОПИСАНИЕ НА ПРЕДМЕТА НА ПОРЪЧКАТА
Наименование на поръчката: Доставка на модули и софтуер за наблюдение на оптични влакна
Идент. номер на поръчката: 150-144
Настоящият документ съдържа пълното описание на предмета на поръчката, включително условията и изискванията към изпълнението на поръчката.
1. Съществуващо състояние
1.1. През 2006 г. „Булгартрансгаз“ ЕАД въвежда в експлоатация система за автоматизирано наблюдение на оптичните кабелни магистрали, която се състои от централна компютърна станция с интегриран ONMS софтуер и модули за наблюдение (RTU).
1.2. Три модула от вида RTU 95000N, производство на фирмата JDSU са монтирани съответно в КС Вълчи Дол, КС Лозенец и АГРС Пловдив. По-късно системата е разширена с още един модул от вида OTU 8000, монтиран в Централно управление на „Булгартрансгаз“ ЕАД София.
1.3. „Булгартрансгаз“ ЕАД разполага с платформа, включваща:
- Сървър модел UCSC-C220-M35, производител Cisco System Inc., включващ:
- процесор 8 x CPUs Intel(R) Xeon(R) E5-26090 @ 2,40 GHz
- RAM памет 32 GB
- Хард диск 1,33 TB
- Лицензиран софтуер VMware ESXi 5.1.0
- Налични свободни ресурси:
- RAM памет 24 GB
- CPU – 1,8 GHz
- HDD – 1 TB
2. Цели на поръчката
2.1. Доставка, монтаж, конфигуриране и пускане в експлоатация на модули за автоматично наблюдение на два оптични кабелни участъка както следва:
1. АГРС „Кремиковци“ – ОУП „Ботевград“;
2. ГИС „Дупница“ – КВ „Юшево“.
Модулите трябва да позволяват локално конфигуриране през браузер и/или специализиран софтуер.
2.2. Доставка, инсталиране, конфигуриране и пускане в действие върху платформата, описана в т. 1.3., на софтуер, позволяващ:
- централизирано наблюдение на участъците с оптични кабели от т. 2.1 и управление на доставените модули;
- оповестяване чрез e-mail и SMS при възникване на алармени събития;
- възможност за работа на минимум 5 едновременни Web клиента;
- визуализиране и анализ на рефлектограми.
3. Изисквания за изпълнение, качество на продуктите и услугите и място на доставка:
Предлаганата техника предмет на настоящата поръчка трябва да бъде нова и изцяло окоомплектована от производителя. Модулите за наблюдение и софтуерът предмет на настоящата поръчка трябва да са в редовно производство.
Във връзка с изпълнение на поръчката Изпълнителят трябва да извърши:
3.1. Доставка на модули и софтуер отговарящи на изискванията на техническата спецификация.
3.2. Монтаж, конфигуриране и пускане в експлоатация на доставените модули, както и инсталиране, конфигуриране и пускане в действие на софтуера.
3.3. При възможност интегриране на съществуващите модули към новодоставения софтуер, за своя сметка.
3.3. Обучение на пет специалиста на Възложителя за работа с доставените модули и софтуер. Конкретната дата и място за провеждането му допълнително ще се съгласува между Възложителя и Изпълнителя.
3.4. Гаранционно обслужване на доставените модули и софтуер.
Място на доставка и инсталиране:
Модулите по т.2.1. следва да бъдат доставени, монтирани, конфигурирани и пуснати в експлоатация, както следва:
1 бр. в ОУП „Ботевград“ на адрес: град Ботевград 2140, п.к.77, ул.“акад. Стоян Романски” 61
1 бр. в ГИС „Дупница“ – област Кюстендил, община Дупница (GPS координати: N 42.283835,E 23.089630).
Софтуерът по т. 2.2. следва да бъде доставен, инсталиран, конфигуриран и пуснат в действие в Централно управление на „Булгартрансгаз“ ЕАД – гр. София, ж.к. Люлин 2, бул. Панcho Владигеров № 66.
4. Изисквания към участниците в процедурата
Участниците в процедурата да представят:
4.1. Списък на доставки, които са еднакви или сходни с предмета на обществената поръчка (Образец O16), изпълнени през последните три години, считано от датата на подаване на офертата, с посочване на стойностите, датите и получателите, заедно с доказателства за извършената доставка, както следва:
4.1.1. Удостоверение, издадено от получателя, посочен в списъка или от компетентен орган, потвърждаващо извършването на доставката
и/или
4.1.2. Посочване на публичен регистър, в който е публикувана информация за извършената доставка.
Под „доставки сходни с предмета на поръчката“ се разбират доставки на измервателни уреди на оптични влакна (OTDR).
4.2. В случай, че участникът не е производител на стоките, предмет на поръчката (модулите и софтуера), същият следва да представи оторизационно писмо/писма, издадени от съответния производител. Оторизационните писма могат да бъдат издадени и от лица, на които от съответния производител е дадено правото да издават такива документи. В случай на представяне на оторизационни писма от такива лица, участникът следва да представи и документи, издадени от съответния производител, от които документи са видни правата за издаване на оторизация от тези лица.
От оторизационните писма следва да е видно, че участникът е оторизиран да извършва продажба/търговия/ и поддръжка на модулите и софтуера за наблюдение на оптични влакна. От обхвата на оторизацията следва да не е изключена територията на Република България.
5. Изисквания относно документите, които следва да се представят при изпълнение на договора
Изпълнителят трябва да предостави на Възложителя:
5.1. Всички необходими лицензии за работа на доставените модули и софтуер.
5.2. Всички необходими лицензии за използваната от софтуера операционна система и бази данни.
5.3. Техническа документация за експлоатация, поддръжка и ползване на софтуера на английски език.
5.4. Комплект експлоатационна техническа документация на английски език на доставените модули.
5.5. За всеки един от специалистите, които ще извършват монтажа и пускането в експлоатация, следните документи:
- попъленен въпросник за издаване на разрешение за работа в стратегически зони (по образец, който се предоставя допълнително от Възложителя);
- актуално свидетелство за съдимост;
- удостоверителен документ за липса на психични заболявания;
- документ за липса на водени срещу лицето досъдебни или съдебни производства за престъпления от общ характер.
6. Изисквания към персонала, който ще изпълнява поръчката
Специалистите, изпълняващи поръчката, да притежават квалификация в областта на комуникационната и измерителна апарatura и/или информационните технологии. Участникът предоставя списък със специалистите, в който е посочена професионалната им квалификация.
7. Изисквания за поддръжка през гаранционния срок:
7.1. Гаранционният срок трябва да бъде минимум 36 (тридесет и шест) месеца, считано от датата на подписване на двустранен приемо-предавателен протокол удостоверяващ успешно пускане в експлоатация на модулите и софтуера за наблюдение на оптични влакна.
7.2. Гаранционната поддръжка трябва да покрива всички възникнали проблеми по доставените модули и софтуер за наблюдение на оптични влакна
7.3. Обновяване на софтуера (software upgrades) с по-нови версии за пълния период на гаранционно обслужване, считано от момента на пускането на системата в експлоатация, както и отстраняване на възникнали грешки в софтуера (software updates) по време на гаранционния период.
7.4. Начини за осъществяване на гаранционната поддръжка:
- чрез посещения на място при Възложителя;
- чрез средства за дистанционна диагностика и поддръжка;
- чрез консултации по телефона или електронна поща.
Изпълнителят трябва да предостави телефонни номера, електронна поща/web портал, чрез които Възложителя ще има възможност да подава заявки за техническа помощ.
7.5. Гаранционното обслужване трябва да се осъществява в рамките на текущия работен ден или в рамките на следващия работен ден при уведомяване на Изпълнителя след 16 ч. на текущия работен ден, при време за реакция не по-дълго от 4 (четири) часа и време за отстраняване на проблем, не по-дълго от 24 (двадесет и четири) часа от момента на подаване на заявката за оказване на техническа помощ. При повреда в модул, която не може да бъде отстранена в посочения срок, изпълнителят е длъжен да замени повреденото устройство със заместващо такова от същия функционален тип, до извършване на ремонта на повредения модул, който не може да бъде по-дълъг от 30 (тридесет) работни дни.
8. Дейности, условия и документи, които ще предостави Възложителят на Изпълнителя при изпълнението на поръчката:
При поискване, по време на изпълнение на договора, "Булгартрансгаз" ЕАД може да предостави допълнителни сведения за оптичните кабели.
Изготвили:
Иван Иванов - Ръководител сектор „Експлоатация“ - лице, притежаващо професионална компетентност, свързана с предмета на поръчката, съгласно легалната дефиниция на § 1, т. 22а от ДР на ЗОП, а именно Диплома № 96172/23.11.2007г., специалност: Комуникационна техника и технологии; професионална квалификация: Инженер по комуникации, както и умения, усвоени в процеса на упражняване на основните трудови задължения на специалиста, съгласно длъжностната му характеристика.
## ТЕХНИЧЕСКА СПЕЦИФИКАЦИЯ
| № | Описание на продуктите и услуги | Единица мера | Количество | Задължителни дейности от участника | Забележка |
|---|---------------------------------|-------------|------------|----------------------------------|-----------|
| 1.| Модул за наблюдение на оптични влакна | Броя | 2 | доставка, монтаж, конфигуриране и пускане в експлоатация | |
| 2.| Доставка на софтуер за наблюдение на оптични влакна | Броя | 1 | доставка, инсталиране, конфигуриране и пускане в действие | |
## ИЗИСКВАНИЯ КЪМ ПРОДУКТТЕ И УСЛУГИТЕ
### Позиция №1: Модул за наблюдение на оптични влакна
1. В модулите да е вграден оптичен превключвател на не по-малко от 8 (осем) влакна. Внесените загуби от превключвателя да са ≤ 1 dB.
2. Изисквания към вграждане оптичен рефлектометър:
- да работи на дължина на вълната 1625 nm;
- динамичният диапазон (обхват) да е не по-малък от 41 dB и да позволява наблюдение на едномодови влакна по препоръка G.652D с дължина над 100 km (затихване 30dB/1550nm). Динамичният диапазон да покрива и загубите от оптичния превключвател и оптичните съединения;
- неточността за съобщаване на място на събитие да не надвишава ±5 m;
- чувствителността при определяне на затихването да е 0,001 dB;
3. Електрозахранването на модулите да е номинално 48 Vdc със заземен плюс.
4. Модулите да са предназначени за вграждане в 19” комуникационен шкаф.
5. Всеки модул да включва по 8 броя оптични пачкорди с дължина 2 м за свързване към оптичен разпределител със съединители тип E2000/APC 8°.
6. Модулите да позволяват локален достъп на потребители, използвящи работни станции с операционна система MS Windows 7, 64 bit. В случай, че не се използва браузър, а специфично софтуерно приложение за локален достъп, същото да бъде надлежно доставено с лицензии за използването му.
7. Да се предвиди доставка и монтаж на модули в ГИС Дупница и в гр. Ботевград и интегрирането им в софтуера за наблюдение на оптични влакна, доставен по позиция №2.
8. За участъка от ГИС „Дупница“ до КВ „Гюешево“ да се изгради резервна връзка между модула за наблюдение и сървъра. Същата да се използва само при отпадане на основната връзка. За целта модулът да се окомплектова с два GSM/GPRS терминала с интерфейс Ethernet, ISO/IEC 11801 (или еквивалент) Cat.5e RJ45. SIM картите и основната връзка са задължение на Възложителя.
9. Да се достави комплект експлоатационна техническа документация на английски език.
Позиция №2: Доставка на софтуер за наблюдение на оптични влакна
1. Доставка, инсталиране, конфигуриране и пускане в действие на софтуер, който има следните функционалности:
- централизирано наблюдение и управление на доставените модули;
- при наличие на съвместимост, конфигуриране на наличните RTU-та към доставения софтуер;
- централизирана база данни, в която се съхранява информация за цялата оптична мрежа;
- данните, свързани с настройките на системата и параметрите на наблюдаваните влакна, да се архивират автоматично;
- оповестяване чрез e-mail и SMS при възникване на алармени събития;
- възможност за работа на минимум 5 едновременни Web клиента, използващи стандартни браузъри (Internet explorer, Mozilla и др.);
- визуализиране и анализ на рефлектограми;
- поддръжка на SNMP и XML протоколи;
Всички потребителски интерфейси на доставения софтуер да бъдат на английски език.
2. Конфигуриране и пускане в действие на софтуера за наблюдение на оптични влакна.
3. Обновяване на софтуера (software upgrades) с по-нови версии за пълния период на гаранционно обслужване, считано от момента на пускането на системата в експлоатация, както и отстраняване на възникнали грешки в софтуера (software updates) по време на гаранционния период.
4. Софтуерът за наблюдение да бъде доставен с всички необходими лицензии за използването му, както и с лицензии за използваната от него операционна система и бази данни.
5. Предоставяне на техническа документация за експлоатация, поддръжка и ползване на софтуера на английски език.
6. Да се предвиди обучение на пет специалиста за работа с доставените модули и софтуер.
Изготвили:
Иван Иванов – Ръководител сектор „Експлоатация“ - лице, притежаващо професионална компетентност, свързана с предмета на поръчката, съгласно легалната дефиниция на § 1, т. 22а от ДР на ЗОП, а именно Диплома № 96172/23.11.2007г., специалност: Комуникационна техника и технологии, професионална квалификация: Инженер по комуникации, както и умения, усвоени в процеса на упражняване на основните трудови задължения на специалиста, съгласно длъжностната му характеристика.
ДОГОВОР
№...........................
Днес,....................2015 г. София между:
"........................................" със седалище и адрес на управление: гр. ..........................................., ул. "........................................" № ..........................., вписано в Търговския регистър на Агенцията по вписванията с ЕИК № ..........................., представявано от .......................... - управител, наричано по-долу за краткост ПРОДАВАЧ, от една страна,
и
"БУЛГАРТРАНСГАЗ" ЕАД със седалище и адрес на управление гр. София 1336, район „Люлин“, ж.к."Люлин" 2, бул. "Панcho Владигеров" № 66, вписано в Търговския регистър на Агенцията по вписванията с ЕИК № 175203478 представлявано от Георги Гегов - Изпълнителен директор, наричано по-долу за краткост КУПУВАЧ, от друга страна,
на основание чл. 74 от Закона за обществените поръчки (ЗОП) във връзка с проведена открита процедура по реда на ЗОП, открита с Решение № ........................... г. на Изпълнителния директор "БУЛГАРТРАНСГАЗ" ЕАД за определяне на Изпълнител на малка обществена поръчка с предмет: "Доставка на модули и софтуер за наблюдение на оптични влакна", се склучи настоящият договор при следните условия:
I. ПРЕДМЕТ НА ДОГОВORA.
1.1. ПРОДАВАЧЪТ се задължава да достави и продаде, а КУПУВАЧЪТ купува 2 броя модули за наблюдение на оптични влакна и 1 брой софтуер, наричани за краткост в договора "стока", конкретизирана по вид (търговска номенклатура), технически данни, количество, качество и единични цени, съгласно следните приложения, представляващи неразделна част от договора:
Приложение № 1 – Пълно описание на премета на поръчката и Техническа спецификация на КУПУВАЧА;
Приложение № 2 – Техническо предложение на ПРОДАВАЧА;
Приложение № 3 – Ценово предложение на ПРОДАВАЧА.
1.4. Всички участници в Обединението изпълнител са солидарно отговорни за изпълнението на настоящия договор към Възложителя. (Настоящата клуза е приложима само в случай, че Продавачът е обединение по ЗЗД или обединение, което няма правна форма).
II. КАЧЕСТВО.
2.1. ПРОДАВАЧЪТ удостоверява и потвърждава пред КУПУВАЧА, че стоката съответства на техническите изисквания, посочени в Приложения № 1 и № 2.
III. ЦЕНА.
3.1. Цената на стоката, предмет на настоящия договор, е в размер на ........................................ / ........................................ / лева без ДДС и включва:
3.1.1. Стоимостта на стоките, предмет на договора;
3.1.2. Документацията за стоките;
3.1.3. Транспортните разходи до посочените в т. 5.1. места;
3.1.4. Всички дължими във връзка с вноса мита, данъци и такси;
3.1.5. Разходите за монтаж, конфигуриране и пускане в експлоатация на модулите, както и разходи за инсталиране, конфигуриране и пускане в действие и софтуера.
3.1.6. Обучение на пет специалиста на КУПУВАЧА за работа с доставените стоки.
3.2. Цената по т. 3.1. е определена при условия на доставка ................. (DDP или DAP (само за чуждестранните участници) по Incoterms-2010), с места на доставка, съгласно т. 5.1.
3.3. Цената по т. 3.1 е определена, съгласно единичните цени в Приложение № 3, които не подлежат на промяна и са валидни до пълното изпълнение на предмета на настоящия Договор, освен при условията чл. 43, ал. 2, т. 1. буква "г" и т. 4 от ЗОП.
IV. НАЧИН НА ПЛАЩАНЕ.
4.1. КУПУВАЧЪТ заплаща 100 % от цената по т. 3.1. в срок до 10 (десет) работни дни след доставка, инсталиране и пускане в експлоатация на цялото количество стока, предмет на договора, извършено обучение на специалисти на КУПУВАЧА и представяне на следните документи в Централно управление на "Булгартрансгаз" ЕАД, гр. София 1336, ж.к. "Люлин" 2, бул. "Панчо Владигеров" № 66:
4.1.1. Оригинална фактура за дължимата стойност;
4.1.2. Приемно-предавателни протоколи по т.5.4.;
4.1.3. Констативни протоколи по т. 5.5.;
4.1.4. Протокол за извършено обучение съгласно т. 5.6.
В случай, че при изпълнение на договора ще участва подизпълнител/и, с документите по т. 4.1 се представя и:
➢ протокол, подписан от представители на КУПУВАЧА, на ПРОДАВАЧА и на ПОДИЗПЪЛНИТЕЛЯ/ИТЕ, удостоверяващ съответствието на доставената от подизпълнителя стока с договорените изисквания и предоставянето на документите по т. 6.1.3. от договора, с приложени доказателства от ПРОДАВАЧА, че същият е заплатил на подизпълнителя/ите всички извършени от него видове и количества работи по сключения между тях договор за подизпълнение.
или
➢ доказателства от ПРОДАВАЧА, че договорът за подизпълнение е прекратен, или работата или част от нея не е извършена от подизпълнителя.
V. МЯСТО И СРОК НА ДОСТАВКА. РИСК.
5.1. Местата на доставка на стоките са, както следва:
5.1.1. Модулите следва да бъдат доставени и монтирани: 1 бр. в ОУП „Ботевград“ - град Ботевград 2140, п.к.77, ул."акад. Стоян Романски" 61 и 1 бр. в ГИС „Дупница“ – област Кюстендил, община Дупница (GPS координати: N 42.283835,E 23.089630).
5.1.2. Софтуерът следва да бъде доставен и пуснат в действие в Централно управление на „Булгартрансгаз“ ЕАД – гр. София, ж.к. Люлин 2, бул. Панчо Владигеров № 66.
5.2. Сроковете за изпълнение на договора са, както следва:
5.2.1. Срокът за доставка на цялото количество стока е .................. /.................../ (не повече от 75 /седемдесет и пет/) календарни дни от датата, на която ПРОДАВАЧЪТ е уведомен писмено от КУПУВАЧА за получение от Държавна агенция "Национална сигурност" (ДАНС) достъп за лицата, отговорни за изпълнение предмета на договора до местата по т. 5.1.
5.2.2. Срокът за извършване на монтаж, конфигуриране и пускане в експлоатация на модулите, както и инсталиране, конфигуриране и пускане в действие на софтуера е до ...... /........................./ (не повече от 15 /петнадесет/) календарни дни след съответната дата на доставка.
5.3. Рискът от случайно погиване или повреждане на стоката ще бъде прехвърлен на КУПУВАЧА в местата на доставката по т. 5.1. след подписването на констативните протоколи по т. 5.5.
5.4. Предаването и получаването на стоките и пълната техническа документация в местата на доставка по т. 5.1. се извършва и удостоверява с приемно-предавателни протоколи, подписани от представители на страните, удостоверяващи съответствието на доставените стоки с изискванията на Договора и приложениета към него, както и предоставянето на документите по т. 6.1.3.
5.5. Успешното извършване на монтаж, конфигуриране и пускане в експлоатация на доставените модули, както и инсталиране, конфигуриране и пускане в действие на доставения софтуер съгласно т. 6.1.6. се удостоверява с констативни протоколи, подписани от представители на страните.
5.6. Обучението на пет специалиста на КУПУВАЧА съгласно т. 6.1.7. за работа с доставените стоки следва да се извърши до 10 /десет/ дни след подписване на последния констативен протокол по т. 5.5. и се удостоверява с протокол за извършено обучение, подписан от представители на страните. Конкретната дата и място за провеждането му допълнително ще се съгласуват между страните.
VI. ЗАДЪЛЖЕНИЯ НА СТРАНИТЕ.
6.1. ПРОДАВАЧЪТ се задължава:
6.1.2. Да прехвърли собствеността, чрез предаване на стоките, предмет на договора в съответния вид, в срока, в договореното количество, по начините и в мястото, определени с този договор;
6.1.3. При доставката на стоката да предостави на КУПУВАЧА следните документи:
22.214.171.124. Всички необходими лицензии за работа на доставените стоки.
126.96.36.199. Всички необходими лицензии за използваната от софтуера операционна система и бази данни.
188.8.131.52. Техническа документация за експлоатация, поддръжка и ползване на софтуера на английски език.
184.108.40.206. Комплект експLOATационна техническа документация на английски език на доставените модули.
6.1.4. Да уведоми КУПУВАЧА писмено, по някой от договорените за това начини в т. 13.2, за датата и часа на получаване на стоките, най-малко 2 (два) работни дни преди доставянето им на посочените места;
6.1.5. При констатиране на качествени недостатъци на доставена стока да я замени за своя сметка с друга от същия вид и договореното качество.
6.1.6. Да извърши монтаж, конфигуриране и пускане в експлоатация на модулите, както и инсталиране, конфигуриране и пускане в действие и софтуера, в местата на доставка по т. 5.1.
6.1.7. Да извърши обучение на пет специалиста на КУПУВАЧА за работа с доставените стоки.
6.1.8. Да извършва гаранционна поддръжка в рамките на гаранционния срок по т. 7.2.
6.1.9. В случай на отказ за достъп от ДАНС за конкретен специалист/и на ПРОДАВАЧА до Централно Управление на „Булгартрансгаз” ЕАД, ПРОДАВАЧЪТ е длъжен в 3-дневен срок от датата, на която е уведомен писмено от КУПУВАЧА за отказа, да предложи на КУПУВАЧА за одобряние специалист/и с еквивалентна правоспособност и опит, като представи и необходимите доказателства за това. След получаване на писмено одобрение от КУПУВАЧА, ПРОДАВАЧЪТ е длъжен в 7-дневен срок да представи следната информация и документи за одобряния специалист/и: трите имена, ЕГН, попълнен въпросник за издаване на разрешение за работа в стратегически зони (по образец), актуално копие на свидетелство за съдимост, актуално копие на удостоверителен документ за липса на психични заболявания и документ за липса на водени срещу лицето досъдебни или съдебни производства за престъпления от
общ характер (издава се от Прокуратурата). Информацията ще бъде предоставена от КУПУВАЧА на ДАНС за получаване на разрешение за достъп на същият до местата по т. 5.1.
6.2. КУПУВАЧЪТ се задължава:
6.2.1. Да приеме стоките в местата на доставката, по реда, начина и условията по договора;
6.2.2. Да допуска специалисти на ПРОДАВАЧА само след получаване на достъп от ДАНС до местата по т. 5.1.
6.2.3. Да заплати цената на ПРОДАВАЧА, съгласно условията на настоящия договор;
6.2.4. КУПУВАЧЪТ има право да откаже приемането на стоката/ите и подписането на протокол по т. 5.4., ако тя не съответства по вид и количество на договореното.
VII. РЕКЛАМАЦИИ, ГАРАНЦИОНЕН СРОК, ГАРАНЦИОНА ПОДДРЪЖКА И ГАРАНЦИОНА ОТГОВОРНОСТ.
7.1. ПРОДАВАЧЪТ гарантира, че стоките са нови и са в пълно съответствие с изискванията на договора и Приложението към него.
7.2. Гаранционният срок на стоките е ......................... (минимум 36 /тридесет и шест/ месеца) месеца, считано от датата на подписване на съответния протокол по т. 5.5.
7.3. Гаранционната поддръжка покрива всички възникнали проблеми по доставените стоки, включително и тези свързани с качеството на същите, в рамките на срока по т.7.2.;
7.3.1. Гаранционната поддръжка включва и безплатно обновяване на софтуера (software upgrades) с по-нови версии, в случай, че такива са налични, за пълния период на гаранционно обслужване, считано от момента на пускането на системата в експлоатация, както и отстраняване на възникнали грешки в софтуера (software updates) по време на гаранционния период.
7.3.2. Начини за осъществяване на гаранционната поддръжка:
- чрез посещения на място при КУПУВАЧА;
- чрез средства за дистанционна диагностика и поддръжка;
- чрез консултации по телефона /.................../ или електронна поща/web портал /.................../
7.3.3. КУПУВАЧЪТ ще подава писмени заявки за техническа помощ на посочената в т. 7.3.2. електронна поща/web портал или по някой от договорените за това начини в т. 13.2.
7.4. Гаранционното обслужване следва да се осъществява в рамките на текущия работен ден или в рамките на следващия работен ден при уведомяване на ПРОДАВАЧА след 16 ч. на текущия работен ден, при време за реакция не по-дълго от 4 (четири) часа и време за отстраняване на проблем, не по-дълго от 24 (двадесет и четири) часа от момента на подаване на заявкa за оказване на техническа помощ.
7.5. При повреда в модул, която не може да бъде отстранена в посочения срок от 24 (двадесет и четири) часа, ПРОДАВАЧЪТ е длъжен в срок до 3 дни считано от датата на подадената заявка за оказване на техническа помощ да замени повреденото устройство със заместващо такова от същия функционален тип, до извършване на ремонта на повредения модул.
7.6. Ако се установи, че повредата не може да бъде отстранена в срок до 30 (тридесет) работни дни от подаване на сервизната заявка, ПРОДАВАЧЪТ е длъжен, в срок до 15 (петнадесет) дни след изтичане на този период, да подменя дефектиралото устройство или компонент с нов, аналогичен, удовлетворяващ изискванията на Техническата спецификация.
7.7. Всички разходи – транспорт, труд, резервни части, материали и др., включително замяна на повреденото устройство с оборотно за времето на ремонта или подмяна на дефектирало устройство, са за сметка на ПРОДАВАЧА.
7.8. Отговорността на ПРОДАВАЧА за рекламации се отнася и по отношение на доставената, липсваща, заменена или ремонтирана стока или част от нея.
7.9. Рисковете и разходите, свързани с транспортирането на доставената нова, ремонтирана или заменена стока, са за сметка на ПРОДАВАЧА.
7.10. Гаранционният срок за заменената стока започва да тече от датата на замяната й.
VIII. ГАРАНЦИЯ ЗА ИЗПЪЛНЕНИЕ.
8.1. При подписване на договора ПРОДАВАЧЪТ представя на КУПУВАЧА гаранция за изпълнение на задълженията си по него в една от следните форми:
а) Депозит на парична сума в размер на 5 % от сумата по т.3.1., по една от следните банкови сметки на „БУЛГАРТРАНСГАЗ” ЕАД в „УниКредит Булбанк” АД, пл. „Света Неделя” №97, София 1000, BIC код: UNCRBGSF, банкови сметки: IBAN в лева: BG52 UNCR 7630 1078 4357 01; в евро: BG88 UNCR 7630 1476 0610 42,
б) Банкова гаранция в лева в размер на 5 % от сумата по т.3.1. със срок на валидност 1 (един) месец след изтичане на гаранционния срок на доставената стока.
8.2. КУПУВАЧЪТ има право да усвои частично или напълно гаранцията за изпълнение на ПРОДАВАЧА, при неизпълнение от негова страна на някое от задълженията му по настоящия договор.
8.3. Разходите по откриването на депозитите и гаранциите по този раздел, както и тези по евентуалното им усвояване са за сметка на ПРОДАВАЧА.
8.4. При гаранция за изпълнение, представена под формата на депозит, КУПУВАЧЪТ няма да дължи на ПРОДАВАЧА лихви за времето, през което сумата по гаранцията е законно престояла при него.
8.5. Банковата гаранция по т.8.1., буква „б” трябва да бъде безусловна, неотменима, с възможност да се усвои изцяло или на части в зависимост от претендираниято обезщетение. Гаранцията следва да съдържа задължение на Банката-гарант, да извърши безусловно плащане, при първо писмено поискане от „БУЛГАРТРАНСГАЗ” ЕАД, в случай че ПРОДАВАЧЪТ не е изпълнил някое от задълженията си, в съответствие с определеното в договора.
8.6. За обезпечаване задълженията за доставка, инсталиране и пускане в експлоатация на стоката и обучение на специалисти на купувача е предназначена част от гаранцията за изпълнение на договора, в размер на 3 % от сумата по т. 3.1. от договора, която се освобождава от КУПУВАЧА в срок до 15 дни след извършване на посочените дейности, съгласно условията на настоящия договор като в случай, че гаранцията е под формата на Банкова гаранция в този срок КУПУВАЧЪТ се задължава да изплати до Банката издател уведомление за намаляването й с посочения размер освен, в случай че КУПУВАЧЪТ е усвоил същата изцяло или част от нея, по причина на неизпълнение от страна на ПРОДАВАЧА на някое от задълженията му в съответствие с договореното.
8.7. За обезпечаване задълженията за гаранционна поддръжка е предназначена част от гаранцията за изпълнение на договора, в размер на 2 % от сумата по т. 3.1. от договора, която се задържа от КУПУВАЧА и се освобождава/връща до 1 (един) месец след изтичане на гаранционния срок на доставената стока ако до датата на изтичане на гаранционния срок не са предявени искове за усвояване изцяло на сумата или част от нея по причина на неизпълнение от страна на ПРОДАВАЧА на някое от задълженията му в съответствие с договореното.
8.8. Гаранцията за изпълнение не се освобождава изцяло или частично в посочените по-горе проценти в случаите по т.8.2.
IX. НЕУСТОЙКИ.
9.1. Ако ПРОДАВАЧЪТ не достави стоките или част от тях, или изискваемата техническа документация, или не извърши монтаж, конфигуриране и пускане в експлоатация на модулите, както и инсталиране, конфигуриране и пускане в действие и софтуера, в сроковете по т. 5.2., същият дължи на КУПУВАЧА неустойка в размер на 0.1 % от стойността по т. 3.1., за всеки ден закъснение.
9.2. Ако ПРОДАВАЧЪТ не изпълни задълженията си в сроковете по т. 7.4., същият дължи на КУПУВАЧА неустойка в размер на 0,1 % от стойността по т. 3.1. за всеки ден закъснение.
9.3. Ако ПРОДАВАЧЪТ не изпълни задълженията си в сроковете по т. 7.5. и 7.6., същият дължи на КУПУВАЧА неустойка в размер на 0,1 % от стойността по т. 3.1. за всеки ден закъснение.
9.4. Неустойките по т. 9.1., т. 9.2. и/или т. 9.3. се удържат от КУПУВАЧА при последващо плащане или от съответния размер по т. 8.6. и 8.7. от гаранцията по раздел VIII или се превеждат от ПРОДАВАЧА по една от следните банкови сметки в "УниКредит Булбанк" АД - BIC код - UNCRBGSF; IBAN сметка в лева – BG52 UNCR 763010784357 01;
или
IBAN сметка в евро BG88 UNCR 76301476061042,
в тридневен срок, след получаване на писмената покана за това от КУПУВАЧА.
9.5. При забава в плащането на цената по т. 3.1. КУПУВАЧЪТ дължи на ПРОДАВАЧА законната лихва, калкулирана за периода на забава върху стойността на дължимата сума.
Х. НЕПРЕОДОЛИМА СИЛА.
10.1. Страните се освобождават от отговорност за неизпълнение на задълженията си, когато невъзможността за изпълнение се дължи на непреодолима сила. Ако страната е била в забава, тя не може да се позовава на непреодолима сила.
10.2. Непреодолимата сила е непредвидимо или непредотвратимо събитие от извънреден характер, възникнало извън волята на страните след сключване на договора и намиращо се в пряка причина връзка с неизпълнението или забавеното изпълнение.
10.3. Страната, която не може да изпълни задължението си поради непреодолима сила, в срок от седем календарни дни от настъпването на събитието уведомява другата страна за това обстоятелство. В 15 дневен срок от настъпване на събитието, с препоръчана поща или чрез куриерска служба страната, позоваваща се на непреодолима сила, трябва да изпрати писмено потвърждение, изходящо от официален орган (съответна търговско-промишлена палата), в което да се посочи причинната връзка между непреодолимата сила и невъзможността за изпълнение. Уведомление следва да се изпрати и при прекратяването действията на непреодолимата сила в седемдневен срок от прекратяването. При неуведомяване не може да има позоваване на непреодолима сила.
10.4. Докато трае непреодолимата сила, изпълнението на задълженията и на свързаните с тях насрещни задължения спира. Съответните срокове за изпълнение се удължават с времето, през което е била наличие непреодолима сила.
10.5. Ако непреодолимата сила трае толкова дълго, че някоя от страните вече няма интерес от изпълнението, тя има право да прекрати Договора с 15 (петнадесет) дневно предварително писмено уведомление до другата страна.
XI. ПРЕКРАТЯВАНЕ НА ДОГОВОРА.
11.1. Договорът се прекратява при изпълнение на неговия предмет.
11.2. Договорът може да бъде прекратен и в следните случаи:
11.2.1. по взаимно съгласие между страните с двустранно подписано споразумение;
11.2.2. при неизпълнение на задълженията по договора от страна на ПРОДАВАЧА, КУПУВАЧЪТ има право да прекрати едностранно Договора с 10-дневно писмено предизвестие.
11.2.3. ако в резултат на обстоятелства, възникнали след сключването му, КУПУВАЧЪТ не е в състояние да изпълни своите задължения. В този случай ПРОДАВАЧЪТ има правото да изиска, а КУПУВАЧЪТ се задължава да изплати всички разходи по извършението от ПРОДАВАЧА доставки.
11.3. В случаите по т.10.5 от настоящия договор.
11.4. при отказ за предоставяне на достъп от ДАНС на специалисти на ПРОДАВАЧА до местата по т.5.1., КУПУВАЧА има право да прекрати договора едностранно, със 7-дневно писмено предизвестие.
XII. ПОДИЗПЪЛНИТЕЛИ
12.1. В офертата на избрания изпълнител предвиденияят подизпълнител ........................................... (наименование и правно-организационната му форма и индивидуализираща информация), който ще извършва следното:
12.1.1. ................................................................. (посочват се видовете работи от предмета на поръчката, които ще се предложат на конкретния Подизпълнител);
12.1.2. ................................................................. % (посочва се съответстващият на тези работи дял в проценти от стойността на обществената поръчка).
12.2. ПРОДАВАЧЪТ е длъжен да сключи договор за подизпълнение с обявения в офертата си подизпълнител/и, както и да предоставя на възложителя информация за плащанията по договорите за подизпълнение.
12.2.1. Сключваният договор за подизпълнение не освобождава ПРОДАВАЧЪТ от отговорността му за изпълнение на предмета на настоящия договор.
12.3. ПРОДАВАЧЪТ няма право да:
12.3.1. сключва Договор за подизпълнение с лице, за което е налице обстоятелство по чл. 47, ал. 1 или 5 от ЗОП;
12.3.2. възлага изпълнението на една или повече от дейностите, включени в предмета на обществената поръчка, на лица, които не са Подизпълнители;
12.3.3. замени посочен в офертата Подизпълнител, освен когато:
а) за предложения Подизпълнител е налице или възникне обстоятелство по чл. 47, ал. 1 или 5 от ЗОП;
б) предложеният Подизпълнител престане да отговаря на нормативно изискване за изпълнение на една или повече от дейностите, включени в предмета на Договора за подизпълнение;
в) Договорът за подизпълнение е прекратен по вина на Подизпълнителя, включително в случаите по т. 12.7. от настоящия договор.
12.4. В срок до 3 (три) дни от сключването на Договор за подизпълнение или на Допълнително споразумение към него, или на Договор, с който се заменя посочен в настоящия договор Подизпълнител, ПРОДАВАЧЪТ е длъжен да изпрати оригинален екземпляр от договора или допълнителното споразумение на КУПУВАЧА заедно с доказателства, че не е нарушена забраната по т.12.3. от този договор.
12.5. Подизпълнителите нямат право да превъзлагат една или повече от дейностите, които са включени в предмета на Договора за подизпълнение.
12.6. Не е нарушение на забраната по т. 12.3.2. и т.12.5 по-горе - доставката на стоки, материали или оборудване, необходими за изпълнението на обществената поръчка, когато такава доставка не включва монтаж, както и сключването на договори за услуги, които не са част от Договора за обществената поръчка, съответно – от Договора за подизпълнение.
12.7. ПРОДАВАЧЪТ е длъжен да прекрати Договор за подизпълнение, ако по време на изпълнението му възникне обстоятелство по чл. 47, ал. 1 или 5 от ЗОП, както и при нарушаване на забраната по 12.5. по-горе в 14-дневен срок от узнаването. В тези случаи ПРОДАВАЧЪТ склучва нов Договор за подизпълнение при спазване на условията и изискванията на т. 12.2 – 12.5. от настоящия договор.
12.8. КУПУВАЧЪТ приема изпълнението на дейност по Договора за обществена поръчка, за която ПРОДАВАЧЪТ е склучил Договор за подизпълнение, в присъствието на ПРОДАВАЧА и на Подизпълнителя с подписването на Протокола по т. 5.4. от договора.
XIII. ОБЩИ РАЗПОРЕДБИ
13.1. Всички неурядени въпроси относно сключването, изпълнението и прекратяването на настоящия договор се решават чрез преговори между страните, а при не постигане на
съгласие - по съдебен ред, според разпоредбите на българското търговско право и общото гражданско законодателство.
13.2. Всички съобщения и уведомления между страните във връзка с Договора се извършват в писмена форма /факс, препоръчана поща с обратна разписка, куриерска служба/, с изключение на заявките за оказване на техническа помощ по т. 7.3.
13.3. Настоящият договор влиза в сила от момента на подписването му от двете страни, като сроковете за изпълнение предмета на договора текат от датата, на която ПРОДАВАЧЪТ е уведомен писмено от КУПУВАЧА за получения от ДАНС достъп за лицата, отговорни за изпълнение предмета на договора до местата по т.5.1.
13.4. Настоящият договор и приложениета към него се съставиха и подписаха в 3 (три) еднакви екземпляра - 1 (един) за ПРОДАВАЧА и 2 (два) за КУПУВАЧА.
13.5. Неразделна част от настоящия договор са посочените в раздел I Приложения.
ПРОДАВАЧ: КУПУВАЧ:
ГЕОРГИ ГЕГОВ
ИЗПЪЛНИТЕЛЕН ДИРЕКТОР
ДЕКЛАРАЦИЯ *
по чл. 56, ал. 1, т. 1, буква "а" от ЗОП
съдържаща представяне на участника и приложенията към нея
Наименование на поръчката:
Идент. номер:
Наименование на участника: ____________________________________________
(Посочва се:
➢ фирмата (наименованието на дружеството) и правно организационна форма.
➢ когато участникът е обединение, което няма определена правна форма и статут, се посочват
наименованията на всички участници в него, както и правно организационната форма в случай,
че има такава)
Единен идентификационен код по чл. 23 от Закона за търговския регистър:
_____________________
или БУЛСТАТ _________________________
или друга идентифицираща информация (идентифицираш номер на регистрация и
съответен регистър и/или информация от удостоверение за актуално състояние, или от
еквивалентен документ на съдебен или административен орган) в съответствие със
законодателството на държавата, в която участникът е установен: ______________
Адрес, включително електронен адрес за кореспонденция при провеждането на
процедурата: ______________________________________
Факс номер: _______________________
В случай, че участникът е обединение, което не е юридическо лице, се посочва
разпределението на участието на лицата при изпълнение на дейностите предмет на
поръчката, както и конкретния участник, който ще изпълнява дейности, свързани с
услугите, предмет на поръчката:
1. Участник в обединение ...............
2. Участник в обединение ...............
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е
юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма .......................
Представляващ/и ........................................... (име и фамилия)
Подпис/и ..................................................
Дата ............................................
*Декларацията се подписва от представляващия/ ите участник (юридическо лице,
едноличен търговец или обединение, което не е юридическо лице по Закона за
задълженията и договорите (ЗЗД).
Упълномощено лице ........................................... (име и фамилия)
Подпис ..................................................
Дата ..................................
Когато участникът няма определена правна форма:
Физически лица ............................... (изброяват се всички физически лица, които участват в обединението - име и фамилия)
Подпис/и ...................................................
Представляващ/и ........................................... (име и фамилия на представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правноорганизационната им форма)
Подпис/и ...................................................
Дата ..................................
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................... (име и фамилия)
Подпис ..................................................
Дата ..................................
Приложения:
1. .............................................. (удостоверение за актуално състояние или еквивалентен документ на съдебен или административен орган в съответствие със законодателството на държавата, в която участникът е установен, в случай че се представя такъв документ);
2. Декларация по чл. 56, ал. 1, т. 1, буква "б" от ЗОП (чл. 47, ал. 9 от ЗОП от съответните лица по чл. 47, ал. 4 от ЗОП (Образец О2);
3. Доказателства за упражняване на професионална дейност по чл. 49, ал. 1 от ЗОП.
ДЕКЛАРАЦИЯ
по чл. 56, ал. 1, т. 1, буква „б“ от ЗОП (чл. 47, ал. 9 от ЗОП)
за удостоверяване липсата на обстоятелствата по чл. 47, ал. 1 от ЗОП
Долуподписаният/ната …………….. с лична карта № ……………………., издадена на ………………. от ……………………., с ЕГН ……………………., в качеството ми на ……………………… (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), представляваш ………………………………… (посочва се юридическо лице, едноличен търговец, обединение, в т. ч. обединение, което няма правна форма, участник в обединение), участник в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ………………………………., идент. номер ……………………
Декларiram, следните обстоятелства по чл. 47, ал. 1, т. 1 от ЗОП:
Не съм осъден с влязла в сила присъда:
а) престъпление против финансовата, данъчната или осигурителната система, включително изпиране на пари, по чл. 253 - 260 от Наказателния кодекс;
б) подкуп по чл. 301 - 307 от Наказателния кодекс;
в) участие в организирана престъпна група по чл. 321 и 321а от Наказателния кодекс;
г) престъпление против собствеността по чл. 194 - 217 от Наказателния кодекс;
д) престъпление против стопанството по чл. 219 - 252 от Наказателния кодекс;
(Ако участник е чуждестранно физическо или юридическо лице или обединение, в т. ч. обединение, което няма правна форма, е необходимо да се декларира, дали в държавата, в която е установено, е наличие някое от обстоятелствата за осъждане на лицето, посочени в разпоредбата чл. 47, ал. 1, т. 1 от ЗОП състави на престъпления в съответствие с съответния национален наказателен закон)
В случай, че лицето е реабилитирано, то следва да се декларира и това обстоятелство в настоящата декларация.
_________________ г.
(дата)
Декларатор: _______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 1, т. 1 от ЗОП се декларират от всяко лице по чл. 47, ал. 4 от ЗОП, като горепосоченият текст се използва (копира) в настоящата декларация по чл. 47, ал. 9 от ЗОП толкова пъти, колкото са представляващите лица (в т. ч. прокуритистите), съгласно чл. 47, ал. 4 от ЗОП.
Долуподписаният/ната …………….. с лична карта № ……………………., издадена на ………………. от ……………………., с ЕГН ……………………., в качеството ми на
.................................. (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), представяващ ........................................... (посочва се участник юридическо лице, участник в обединение, което е юридическо лице), участник в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ..........................................., идент. номер ...................................
Декларiram, следните обстоятелства по чл. 47, ал. 1, т. 2 и 3 от ЗОП:
Представявано от мен ...................... (посочва се съответното лице):
а) не е обявено в несъстоятелност;
б) не е в производство по ликвидация или се намира в подобна процедура съгласно националните закони и подзаконови актове;
_________________ г.
(дата)
Декларатор: ______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 1, т. 2 и 3 от ЗОП се декларират от представяващ по чл. 47, ал. 4 от ЗОП, като горепосоченият текст се използва (копира) в настоящата декларация по чл. 47, ал. 9 от ЗОП толкова пъти, колкото са представляващите лица, съгласно чл. 47, ал. 4 от ЗОП.
Долуподписаният/ната ..................... с лична карта № ........................., издадена на ....................... от ........................., с ЕГН ........................., в качеството ми на .................................. (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), представяващ ........................................... (посочва се юридическо лице, едноличен търговец, обединение, в т. ч. обединение, което няма правна форма, участник в обединение), участник в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ..........................................., идент. номер ...................................
Декларiram, следните обстоятелства по чл. 47, ал. 1, т. 4 от ЗОП:
Представявано от мен ...................... (посочва се съответното лице)
...............................................................
(няма задължения по смисъла на чл. 162, ал. 2, т. 1 от Данъчно-осигурителния процесуален кодекс към държавата и към община, установени с влязъл в сила акт на компетентен орган и няма
задължения за данъци или вноски за социалното осигуряване съгласно законодателството на държавата, в която кандидатът или участникът е установен
или
има задължения по смисъла на чл. 162, ал. 2, т. 1 от Данъчно-осигурителния процесуален кодекс към държавата и към община, установени с влязъл в сила акт на компетентен орган, като е допуснато разсрочване или отсрочване на задълженията по смисъла на чл. 162, ал. 2, т. 1 от Данъчно-осигурителния процесуален кодекс към държавата и към община)
Декларатор: ______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 1, т. 4 от ЗОП се декларират от представляващ по чл. 47, ал. 4 от ЗОП, като горепосоченият текст се използва (копира) в настоящата декларация по чл. 47, ал. 9 от ЗОП толкова пъти, колкото са представляващите лица, съгласно чл. 47, ал. 4 от ЗОП.
за удостоверяване липсата на обстоятелствата по чл. 47, ал. 5 от ЗОП
Долуподписаният/ната ……………… с лична карта № ……………………, издадена на ……………… от ……………………, с ЕГН ……………………, в качеството ми на …………………… (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), представлявам ………………………… (посочва се юридическо лице, едноличен търговец, обединение, в т. ч. обединение, което няма правна форма, участник в обединение), участник в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ………………………………, идент. номер …………………………
Декларiram, следните обстоятелства по чл. 47, ал. 5 от ЗОП:
1. Не съм свързано лице с възложителя „Булгартрансгаз“ ЕАД или със служители на ръководна длъжност в организацията на възложителя.
2. Не съм склучил договор с лице по чл. 21 и чл. 22 от Закона за предотвратяване и установяване на конфликт на интереси.
Известно ми е, че за неверни данни нося наказателна отговорност по чл. 313 от Наказателния кодекс.
Декларатор: ______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 5 от ЗОП се декларират от всяко лице по чл. 47, ал. 4 от ЗОП, като горепосоченият текст се използва (копира) в настоящата декларация по чл. 47, ал. 9 от ЗОП толкова пъти, колкото са представляващите лица (в т. ч. прокуритистите), съгласно чл. 47, ал. 4 от ЗОП.
В декларацията се включва и информация относно публичните регистри, в които се съдържат посочените обстоятелства, или компетентния орган, който съгласно законодателството на държавата, в която участникът е установен, е длъжен да предоставя информация за тези обстоятелства служебно на възложителя ако има такива.
Съгласно чл. 47, ал. 9 от ЗОП, участникът удостоверява липсата на обстоятелствата по чл. 47, ал. 1 и 5 от ЗОП и посочените в обявленото изисквания по 47, ал. 2, т. 1 - 5 с една декларация, подписана от лицата които представляват участника, която да съдържа цялата информация в хронологична информация.
БАНКОВА ГАРАНЦИЯ РЕФ. №..........
ЗА УЧАСТИЕ В ПРОЦЕДУРА ЗА ВЪЗЛАГАНЕ НА ОБЩЕСТВЕНА ПОРЪЧКА
ДО
"БУЛГАРТРАНСГАЗ" ЕАД
ГР.СОФИЯ, Ж.К. "ЛЮЛИН" 2,
БУЛ. "ПАНЧО ВЛАДИГЕРОВ" № 66,
ВПИСАНО В ТЪРГОВСКИЯ РЕГИСТЪР
НА АГЕНЦИЯТА ПО ВПИСВАНИЯТА
с ЕИК 175203478
Известени сме от нашият Клиент, .................................. (посочва се наредителя по банковата гаранция), че участник .................. (посочва се наименование на участника и правно организационна форма. Когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната им форма в случай, че има такава) ще участва в открита процедура за възлагане на обществена поръчка по Закона за обществените поръчки с предмет: ................................. (описва се предмета и съответната обособена позиция, както и идентификационния номер, ако има такива), открита с Ваше решение № .............../ ............... г. (посочва се № и дата на Решението за откриването на процедурата).
Също така, сме информирани, че в съответствие с условията на процедурата и разпоредбите на Закона на обществените поръчки, УЧАСТНИКЪТ трябва да представи в офертата си банкова гаранция за участие в процедурата, открита във Ваша полза, за сумата в размер на .................. (посочва се цифром и словом стойността и валутата на гаранцията съгласно обявението по процедурата).
Във връзка с гореизложеното, ние ...................... [наименование и адрес на Банката], с настоящето поемаме неотменимо и безусловно задължение да заплатим по посочената от Вас банкова сметка, сумата в размер на .................. [посочва се цифром и словом стойността и валутата на гаранцията], в срок до 3 (три) работни дни след получаване на първо Ваше писмено искане, съдържащо Вашата декларация, че УЧАСТНИКЪТ е извършил едно от следните действия:
а) оттегли офертата си след изтичането на срока за получаване на офертите;
б) е определен за изпълнител, но не изпълни задължението си да склучи договор за обществената поръчка;
в) не е представил в срок до три дни преди изтичане на настоящата банкова гаранция, добавък или нова банкова гаранция със срок на валидност до склучване на договор за възлагане на горепосочената обществена поръчка, с условия както в настоящата гаранция, с което не изпълнява задължението си, като класиран на първо или второ място участник да поддържа валидност на банковата гаранция за участие до склучване на договор за възлагане на поръчка на основание чл. 61, ал. 2, т. 2 и чл. 62, ал. 1, т. 2 от ЗОП.
Всяко Ваше писмено искане за плащане трябва да ни бъде представено чрез посредничеството на централата на обслужващата Ви банка, потвърждаваща, че положените от Вас подписи са автентични и Ви задължават съгласно закона. Искане за усвояване на суми по тази гаранция е приемливо и ако бъде изпратено до нас в пълен текст чрез надлежно шифрирано телексно или SWIFT съобщение от централата на обслужващата Ви банка, потвърждаваща че Вашето оригинало искане е било изпратено до нас чрез препоръчана поща или куриерска служба и че подписите на същото правно обвързват Вашата страна.
Тази гаранция влиза в сила, от ……….. часа на ………………. г. (посочва се датата и часа на крайния срок за представяне на офертите).
Отговорността ни по тази гаранция ще изтече в ……….. часа на …………………………г. (посочва се дата и час съобразени с валидността на офертата участника), в случай че искането Ви, предявено при горепосочените условия не е постъпило в ………………………………. (Банка, адрес). След тази дата ангажиментът ни се обезсилива, независимо дали оригиналът на Банковата гаранция ни е върнат или не.
Ние сме информирани, че участникът има задължение, като класиран на първо или второ място участник да поддържа валидност на банковата гаранция за участие до сключване на договор за възлагане на поръчка на основание чл. 62, ал. 1, т. 2 и чл. 61, ал. 2, т. 2 от ЗОП.
Банковата гаранция може да бъде освободена преди изтичане на валидността й само след връщане на оригинала на същата в ………………………………. (Банка, адрес).
Гаранцията е лично за Вас и не може да бъде прехвърляна.
ЗА БАНКА
Подписи: …………………………
…………………………
ДЕКЛАРАЦИЯ
по чл. 56, ал. 1, т. 6 от ЗОП за липса на свързаност с друг участник в съответствие с чл. 55, ал. 7 от ЗОП, както и за липса на обстоятелство по чл. 8, ал. 8, т. 2 от ЗОП
Долуподписаният/ната ……………… с лична карта № ………………….., издадена на ………………….. от ………………….., с ЕГН …………………., в качеството ми на ………………….. (представляващ участник юридическо лице, едноличен търговец, обединение по ЗЗД, участник в обединение, което няма правна форма, физическо лице), представляваш ………………………………. (посочва се юридическо лице, едноличен търговец, обединение, в т. ч. обединение, което няма правна форма), участник в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ………………………………, идент. номер ……………………
ДЕКЛАРИРАМ, че
Не съм свързано лице и участник/ участника в обединение, което няма правна форма, когото представявам не е свързано лице и не е свързано предприятие по смисъла на § 1, т. 23а и т. 24 от Допълнителните разпоредби на ЗОП с друг самостоятелен участник в настоящата процедура.
По отношение на представявания от мен участник, в т. ч. предвидените подизпълнители, не са наличие обстоятелства по чл. 8, ал. 8, т. 2 от ЗОП, тъй като няма участвали лица като външи експерти от списъка по чл. 19, ал. 2, т. 8 от ЗОП при подготовката на документите по чл. 8, ал. 7 от ЗОП.
……………………………………….. (в случай че лице/лица са участвали в изработването на документите по чл. 8, ал. 7 от ЗОП, но същите са променили така, че не предоставят на участника информация, която му дава предимство пред останалите участници в процедурата, това обстоятелство се декларира от участник)
Забележка:
Декларацията за липса на свързаност по чл. 56, ал. 1, т. 6 ЗОП се подписва и представлява от лицата, които представляват участника и участниците в обединение, което няма правна форма.
Декларации за липса на свързаност по чл. 56, ал. 1, т. 6 ЗОП не могат да бъдат представяни от упълномощено лице.
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма ………………………
Представляваш/и …………………………….. (име и фамилия)
Подпис/и ……………………………………
Дата …………………………
*Декларацията се подписва от представляващия/ ите участник (юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД)).
Когато участникът няма определена правна форма:
Физически лица ........................................ (изброяват се всички физически лица, които участват в обединението - име и фамилия)
Подпис/и ...................................................
Представляваш/и ........................................... (име и фамилия на представляващия/ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правоорганизационната им форма)
Подпис/и ...................................................
Дата ..........................................................
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.*
ДЕКЛАРАЦИЯ
по чл. 56, ал. 1, т. 8 от ЗОП за видовете работи от предмета на поръчката,
които ще се предлагат на подизпълнители и съответстващият на тези
работи дял в проценти от стойността на обществената поръчка, и
предвидените подизпълнители
Долуподписаният/ната ……………… с лична карта № ……………………, издадена
на ……………… от ……………………, с ЕГН …………………, в качеството ми на
…………………… (представляващ участник юридическо лице, едноличен търговец,
обединение по ЗЗД, участник в обединение, което няма правна форма, физическо лице),
представляващ ……………………………… (посочва се участник юридическо лице,
едноличен търговец, обединение по ЗЗД, участник в обединение, което няма правна
форма, физическо лице) участник в открита процедура по ЗОП за възлагане на
обществена поръчка с наименование: ………………………………, идент. номер
………………………
ДЕКЛАРИРАМ предвиден подизпълнител:
1. …………………………….. (наименование и правоорганизационна форма);
- …………………………….. (посочва се Единен идентификационен код по чл. 23 от
Закона за търговския регистър, а когато не е представен ЕИК съгласно чл. 23 от
Закона за търговския регистър, подизпълнителите – юридически лица или
еднолични търговци, прилагат удостоверения за актуално състояние, а
чуждестранните юридически лица прилагат еквивалентен документ на съдебен
или административен орган от държавата, в която са установени: БУЛСТАТ и/или
друга идентифицираща информация, в случай, че подизпълнителят е обединение
по ЗЗД, или в съответствие със законодателството на държавата, в която
подизпълнителят е установен);
- …………………………….. (посочват се видовете работи от предмета на
поръчката, които ще се предлагат на конкретния подизпълнител);
- …………………………….. % (посочва се съответстващият на тези работи
дял в проценти от стойността на обществената поръчка).
2. ……………………………..
3. ……………………………..
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е
юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма
………………………
Представляваш/и …………………………….. (име и фамилия)
Подпис/и ……………………………..
Дата …………………………
*Декларацията се подписва от представляващия/ ите участник (юридическо лице,
едноличен търговец или обединение, което не е юридическо лице по Закона за
задълженията и договорите (ЗЗД)).
Упълномощено лице ........................................... (име и фамилия)
Подпис .......................................................
Дата ..........................................................
Когато участникът няма определена правна форма:
Физически лица ................................. (изброяват се всички физически лица, които участват в обединението – име и фамилия)
Подпис/и .......................................................
Представляваш/и ........................................... (име и фамилия на представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правноорганизационната им форма)
Подпис/и .......................................................
Дата ..........................................................
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................... (име и фамилия)
Подпис .......................................................
Дата .........................................................
ДЕКЛАРАЦИЯ
по чл. 47, ал. 8 от ЗОП
за удостоверяване липсата на обстоятелствата по чл. 47, ал. 1 от ЗОП
Долуподписаният/ната ……………… с лична карта № ……………………, издадена на ……………… от …………………., с ЕГН …………………., в качеството ми на …………………. (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), на подизпълнителя ………………………………….
Декларiram, следните обстоятелства по чл. 47, ал. 1, т. 1 от ЗОП:
Не съм осъден с влязла в сила присъда:
а) престъпление против финансовата, данъчната или осигурителната система, включително изпиране на пари, по чл. 253 - 260 от Наказателния кодекс;
б) подкуп по чл. 301 - 307 от Наказателния кодекс;
в) участие в организирана престъпна група по чл. 321 и 321а от Наказателния кодекс;
г) престъпление против собствеността по чл. 194 - 217 от Наказателния кодекс;
д) престъпление против стопанството по чл. 219 - 252 от Наказателния кодекс;
…………………………………………………………………………………
…………………………………………………………………………………
Ако подизпълнител е чуждестранно физическо или юридическо лице или обединение, в т. ч. обединение, което няма правна форма, е необходимо да се декларира, дали в държавата, в която е установено, е наличие някое от обстоятелствата за осъждане на лицето, посочени в разпоредбата чл. 47, ал. 1, т. 1 от ЗОП състави на престъпления в съответствие с съответния национален наказателен закон
В случай, че лицето е реабилитирано, то следва да се декларира и това обстоятелство в настоящата декларация.
_________________ г.
(дата)
Декларатор: _______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 1, т. 1 от ЗОП се декларират от всяко лице по чл. 47, ал. 4 от ЗОП.
Долуподписаният/ната ……………… с лична карта № …………………, издадена на ……………… от …………………., с ЕГН …………………., в качеството ми на ………………… (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), на подизпълнителя …………………………….
Декларирам, следните обстоятелства по чл. 47, ал. 1, т. 2 и 3 от ЗОП:
Представлявано от мен ……………… (посочва се съответното лице)
а) не е обявено в несъстоятелност;
б) не е в производство по ликвидация или се намира в подобна процедура съгласно националните закони и подзаконови актове;
_________________ г.
(дата)
Декларатор: ______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 1, т. 2 и 3 от ЗОП се декларират от представляващия/представляващите.
Долуподписаният/ната ……………… с лична карта № …………………, издадена на ……………… от …………………., с ЕГН …………………., в качеството ми на ………………… (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), на подизпълнителя …………………………….
Декларирам, следните обстоятелства по чл. 47, ал. 1, т. 4 от ЗОП:
Представлявано от мен ……………… (посочва се съответното лице)
…………………………………………………………………………………………………
(няма задължения по смисъла на чл. 162, ал. 2, т. 1 от Данъчно-осигурителния процесуален кодекс към държавата и към община, установени с влязъл в сила акт на компетентен орган и нямам
задължения за данъци или вноски за социалното осигуряване съгласно законодателството на държавата, в която подизпълнителят е установен
или
има задължения по смисъла на чл. 162, ал. 2, т. 1 от Данъчно-осигурителния процесуален кодекс към държавата и към община, установени с влязъл в сила акт на компетентен орган, като е допуснато разсрочване или отсрочване на задълженията по смисъла на чл. 162, ал. 2, т. 1 от Данъчно-осигурителния процесуален кодекс към държавата и към община)
_________________ г.
(дата)
Декларатор: ______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 1, т. 4 от ЗОП се декларират от представляващия/представляващите.
за удостоверяване липсата на обстоятелствата по чл. 47, ал. 5 от ЗОП
Долуподписаният/ната ……………… с лична карта № ……………………, издадена на ……………… от ……………………, с ЕГН ……………………, в качеството ми на …………………… (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), на подизпълнителя ……………………………………
Декларiram, следните обстоятелства по чл. 47, ал. 5 от ЗОП:
1. Не съм свързано лице с възложителя „Булгартрансгаз“ ЕАД или със служители на ръководна длъжност в организацията на възложителя.
2. Не съм сключил договор с лице по чл. 21 и чл. 22 от Закона за предотвратяване и установяване на конфликт на интереси.
Известно ми е, че за неверни данни нося наказателна отговорност по чл. 313 от Наказателния кодекс.
_________________ г.
(дата)
Декларатор: _______________________
(име и фамилия)
Обстоятелствата по чл. 47, ал. 5 от ЗОП се декларират от всяко съответно лице по чл. 47, ал. 4 от ЗОП.
ДЕКЛАРАЦИЯ *
по чл. 56, ал. 1, т. 12 от ЗОП за приемане на условията в проекта на договора
Долуподписаният/ната .................. с лична карта № ......................., издадена на
.......................... от ......................, с ЕГН ......................, в качеството ми на ......................
(представляващ участник юридическо лице, едноличен търговец, обединение по ЗЗД,
участник в обединение, което няма правна форма, физическо лице), представлявящ
.............................. (посочва се участник юридическо лице, едноличен търговец,
обединение по ЗЗД, участник в обединение, което няма правна форма, физическо лице)
участник в открита процедура по ЗОП за възлагане на обществена поръчка с
наименование: .............................., идент. номер ......................
ДЕКЛАРИРАМ, че приемам условията в приложения към документацията
за участие проект на договор.
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е
юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правноорганизационна форма
..........................
Представляваш/и ........................................... (име и фамилия)
Подпис/и ...................................................
Дата ...........................................
*Декларацията се подписва от представляващия/ ите участник (юридическо лице,
едноличен търговец или обединение, което не е юридическо лице по Закона за
задълженията и договорите (ЗЗД).
Упълномощено лице ........................................... (име и фамилия)
Подпис ...................................................
Дата ...........................................
Когато участникът няма определена правна форма:
Физически лица .............................. (изброяват се всички физически лица, които участват в
обединението - име и фамилия)
Подпис/и ...................................................
Представляваш/и ........................................... (име и фамилия на представляващия/ ите всяко
едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице
по ЗЗД, както и посочване на наименованието и правноорганизационната им форма)
Подпис/и ...................................................
Дата ...........................................
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ ите
всяко едно юридическо лице, едноличен търговец или обединение, което не е
юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................... (име и фамилия)
Подпис ...................................................
Дата ...........................................
ДЕКЛАРАЦИЯ
по чл. 3, т. 8 и чл. 4 от Закона за икономическите и финансовите отношения с дружествата, регистрирани в юрисдикции с преференциален данъчен режим, свързаните с тях лица и техните действителни собственици
(ЗИФОДРЮПДРС)
Долуподписаният/-та .................................................., ЕГН .............., ЛК № ..................., издадена на ............... г. от ................., с постоянен адрес: ...................., в качеството си на .................. на .................. - участник/ участник в обединение/ подизпълнител (ненужното се зачертава) в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ..................................
Декларiram:
За представяваното от мен дружество по смисъла на § 1, т. 1 от ДР на Закона за икономическите и финансовите отношения с дружествата, регистрирани в юрисдикции с преференциален данъчен режим, свързаните с тях лица и техните действителни собственици (ЗИФОДРЮПДРС)
1. Е регистрирано / Не е регистрирано в юрисдикция с преференциален данъчен (ненужното се зачертава)
режим по смисъла на § 1, т. 64 от Допълнителните разпоредби на Закона за корпоративното подоходно облагане. Юрисдикцията с преференциален данъчен режим е ........................................... (ползва се в случай на регистрация в такава юрисдикция)
2. Е свързано / Не е свързано лице по смисъла на § 1 от Допълнителните (ненужното се зачертава)
Разпоредба на Търговския закон с дружества, регистрирани в юрисдикция с преференциален данъчен режим.
3. Попада в изключението на чл. 4, т. ......... от ЗИФОДРЮПДРС.
(ползва се в случай, че дружеството е регистрирано в юрисдикция с преференциален данъчен режим или е свързано с лице, регистрирано в юрисдикции с преференциален данъчен режим)
4. Запознат съм с правомощията на вузложителя по чл. 6, ал. 4 от ЗИФОДРЮПДРС и § 7, ал. 2 от Заключителните разпоредби на ЗИФОДРЮПДРС.
Известна ми е отговорността по чл. 313 от Наказателния кодекс за посочване на неверни данни.
Дата: ________ г. Декларатор ____________________________
(подпис)
Име, длъжност: ____________________________
_________________________
Забележки:
1. По смисъла на § 1, т. 1 от ДР на ЗИФОДРЮПДРС "дружество" е всяко юридическо лице, неперсонифицирано дружество и друга структура, получаваща статута си от законодателството на държавата, в която е регистрирано, без оглед на формата на сдружаване, учредяване, регистрация или друг подобен критерий.
2. Декларацията се попълва от всички участници и подизпълнители. Когато участникът е обединение, което не е юридическо лице, декларацията се попълва за всяко юридическо лице, включено в обединението.
3. Достатъчно е подаването на декларация от едно от лицата, които могат самостоятелно да представляват съответния участник/подизпълнител/участник в обединение.
ДЕКЛАРАЦИЯ *
по чл. 81ж, ал. 10 от Закона за енергетиката (ЗЕ)
Долуподписаният/ната ……………… с лична карта № ……………………, издадена на …………………… от ……………………, с ЕГН ……………………, в качеството ми на …………………… (представляващ участник юридическо лице, едноличен търговец, обединение по ЗЗД, участник в обединение, което няма правна форма, физическо лице), представляващ ……………………………… (посочва се участник юридическо лице, едноличен търговец, обединение по ЗЗД, участник в обединение, което няма правна форма, физическо лице, подизпълнител) участник в открита процедура по ЗОП за възлагане на обществена поръчка с наименование: ……………………………………………………, идент. номер ……………………
ДЕКЛАРИРАМ, следното:
Не извършвам консултантски услуги и не съм изпълнител на дейности, свързани със системи или оборудване за информационни технологии и системи за сигурност по отношение на достъпа на вертикално интегрираното предприятие - „Български енергиен холдинг“ ЕАД или която и да е друга част от него, изпълняващо дейности по доставка или производство на природен газ.
Известна ми е отговорността по чл. 313 от Наказателния кодекс за посочване на неверни данни.
* В случай, че от съдържанието на декларацията е видно, че участникът/участник в обединение/подизпълнител, който ще участва при изпълнение на предмета на поръчката, изпълнява дейности, посочени в чл. 81ж, ал. 10 от Закона за енергетиката на вертикално интегрираното предприятие „Български енергиен холдинг“ ЕАД или на други негови части, участникът се отстранява от процедурата, на основание чл. 69, ал. 1, т. 3 от ЗОП.
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма ……………………
Представляващ/и ……………………………… (име и фамилия)
Подпис/и ………………………………….
Дата …………………………
*Декларацията се подписва от представляващия/ите участник (юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД).
Упълномощено лице ……………………………… (име и фамилия)
Подпис ………………………………….
Дата …………………………
Когато участникът няма определена правна форма:
Физически лица ……………………………… (изброяват се всички физически лица, които участват в обединението - име и фамилия)
Подпис/и ………………………………….
Представляващ/и ……………………………… (име и фамилия на представляващия/ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правоорганизационната им форма)
Подпис/и ………………………………….
Дата …………………………
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................... (име и фамилия)
Подпис .....................................................
Дата .......................................................
Наименование на .................................. трето лице по чл. 51а, ал. 2 от ЗОП и посочване на правноорганизационна форма ..........................................
Представляващ/и ........................................... (име и фамилия)
Подпис/и .....................................................
Дата .......................................................
*Декларацията се подписва от представляващия/ите трето лице по чл. 51а, ал. 2 от ЗОП.
Наименование на участника:
Посочва се:
- фирмата (наименованието на дружеството) и правно организационна форма.
- когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната форма в случай, че има такава
ТЕХНИЧЕСКО ПРЕДЛОЖЕНИЕ ЗА ИЗПЪЛНЕНИЕ НА ПОРЪЧКАТА
Наименование на поръчката: Доставка на модули и софтуер за наблюдение на оптични влакна
Идент. номер: 150-144
УВАЖАЕМИ ГОСПОДА,
С настоящото представяме нашето техническо предложение за изпълнение на горепосочената обществена поръчка и декларираме, че ще изпълним предмета на поръчката в пълно съответствие с изискванията и условията на възложителя, посочени в документацията за участие, в т.ч. пълното описание на предмета на поръчката и приложенията към него.
1. Ще изпълним от предмета на поръчката следното:
- .......................
- .......................
- .......................
Описват се доставките, които ще бъдат осъществени.
2. Оторизирани сме от .................................................. да извършваме тяхната продажба/търговия и поддръжка на територията на Република България - удостоверяваме го чрез представяне на документ/и, даващ разрешение за продажба/търговия и поддръжка на модулите и софтуера за наблюдение на оптични влакна, произведени от него/тях. (в случай че участникът не е производител).
3. Предлаганите от нас доставки са подробно описани в Приложение № 1 към настоящото техническо предложение.
3.1. Предлаганата техника ще бъде нова и изцяло окомплектована от производителя.
3.2. Модулите за наблюдение и софтуерът ще са в редовно производство.
4. Срокове за изпълнение на поръчката:
4.1. Срокът за доставка на цялото количество стока е ............... /................./ (не повече от 75 /седемдесет и пет/) календарни дни от датата, на която сме уведомени писмено от Възложителя за получение от Държавна агенция "Национална сигурност" (ДАНС) достъп за лицата, отговорни за изпълнение предмета на договора до местата на изпълнение на поръчката.
4.2. Срокът за извършване на монтаж, конфигуриране и пускане в експлоатация на модулите, както и инсталиране, конфигуриране и пускане в действие на софтуера е до ……/…………………./ (не повече от 15 /петнадесет/) календарни дни след съответната дата на доставка.
4.3. Обучението на пет специалиста на Възложителя за работа с доставените стоки ще извършим до 10 /десет/ календарни дни след подписване на последния протокол за пускане в експлоатация/действие. Конкретната дата и място за провеждането му допълнително ще съгласуваме с Възложителя.
5. Гаранционният срок на стоките е ………………….. (минимум 36 /тридесет и шест/ месеца, но не повече от 60 /шестдесет/ месеца) месеца, считано от датата на подписване на последния протокол за пускане в експлоатация/действие.
/Забележка: Предложеният гаранционен срок за модулите и софтуера следва да бъде с еднаква продължителност/
6. Гаранционната поддръжка покрива всички възникнали проблеми по доставените стоки, включително и тези свързани с качеството на същите, в рамките на срока по т.5;
6.1. Гаранционната поддръжка включва и обновяване на софтуера (software upgrades) с по-нови версии за пълния период на гаранционно обслужване, считано от момента на пускането на системата в експлоатация, както и отстраняване на възникнали грешки в софтуера (software updates) по време на гаранционния период.
6.2. Начини за осъществяване на гаранционната поддръжка:
- чрез посещения на място при Възложителя;
- чрез средства за дистанционна диагностика и поддръжка;
- чрез консултации по телефона или електронна поща.
7. Гаранционното обслужване ще се осъществява в рамките на текущия работен ден или в рамките на следващия работен ден при уведомяване ни след 16 ч. на текущия работен ден, при време за реакция не по-дълго от 4 (четири) часа и време за отстраняване на проблем, не по-дълго от 24 (двадесет и четири) часа от момента на подаване на заявка за оказване на техническа помощ.
8. При повреда в модул, която не може да бъде отстранена в посочения срок от 24 (двадесет и четири) часа, в срок до 3 дни считано от датата на подадената заявка за оказване на техническа помощ ще заменим повреденото устройство със заместващо такова от същия функционален тип, до извършване на ремонта на повредения модул.
9. Ако се установи, че повредата не може да бъде отстранена в срок до 30 (тридесет) работни дни от подаване на сервизната заявка, в срок до 15 (петнадесет) дни след изтичане на този период, ще поднемем дефектиралото устройство или компонент с нов, аналогичен, удовлетворяващ изискванията на Техническата спецификация.
10. Всички разходи – транспорт, труд, резервни части, материали и др., включително замяна на повреденото устройство с оборотно за времето на ремонта или подмяна на дефектирало устройство, са за наша сметка.
11. Отговорността ни за рекламации се отнася и по отношение на доставената, липсваща, заменена или ремонтирана стока или част от нея.
12. Рисковете и разходите, свързани с транспортирането на доставената нова, ремонтирана или заменена стока, са за наша сметка.
13. Гаранционният срок за заменената стока започва да тече от датата на замяната й.
14. Начин на плащане:
14.1. ВЪЗЛОЖИТЕЛЯТ заплаща 100 % от стойността на поръчката в срок до 10 (десет) работни дни след доставка, инсталиране и пускане в експлоатация на цялото количество стока, предмет на договора, извършено обучение на специалисти на ВЪЗЛОЖИТЕЛЯ и представяне на следните документи в Централно управление на “Булгартрансгаз” ЕАД, гр.
София 1336, ж.к. "Люлин" 2, бул. "Панчо Владигеров" № 66:
14.1.1. Оригинална фактура за дължимата стойност;
14.1.2. Приемно-предавателни протоколи удостоверяващи съответствието на доставените стоки с изискванията на Възложителя, както и предоставянето на следните документи:
- Всички необходими лицензии за работа на доставените стоки.
- Всички необходими лицензии за използваната от софтуера операционна система и бази данни.
- Техническа документация за експлоатация, поддръжка и ползване на софтуера на английски език.
- Комплект експлоатационна техническа документация на английски език на доставените модули.
14.1.3. Констативни протоколи, удостоверяващи успешното извършване на монтаж, конфигуриране и пускане в експлоатация на доставените модули, както и инсталиране, конфигуриране и пускане в действие на доставения софтуер
14.1.4. Протокол за извършено обучение на пет специалиста на ВЪЗЛОЖИТЕЛЯ за работа с доставените стоки.
В случай, че при изпълнение на договора ще участва подизпълнител/и, с документите по т. 14.1 се представя и:
- протокол, подписан от представители на ВЪЗЛОЖИТЕЛЯ, на ИЗПЪЛНИТЕЛЯ и на ПОДИЗПЪЛНИТЕЛЯ/ИТЕ, удостоверяващ съответствието на доставената от подизпълнителя стока с договорените изисквания и предоставянето на необходимите документи, с приложени доказателства от ИЗПЪЛНИТЕЛЯ, че същият е заплатил на подизпълнителя/ите всички извършени от него видове и количества работи по склучения между тях договор за подизпълнение.
или
- доказателства от ИЗПЪЛНИТЕЛЯ, че договорът за подизпълнение е прекратен, или работата или част от нея не е извършена от подизпълнителя.
Условията за плащане, описани по-горе, са платими при определените изисквания в проекта на договор от документацията за участие в процедурата.
15. За изпълнение на предмета на поръчката, с настоящото заявяваме, че е договорена солидарност между всички лица, участващи в обединението спрямо възложителя за изпълнение на задълженията по договора за възлагане на настоящата обществена поръчка и в случай, че бъдем определени за изпълнител на поръчката, поемаме задължението всяко лице, участващо в обединението да отговаря в условията на солидарност спрямо възложителя.
(Настоящата точка е приложима само, в случай че участникът е обединение)
Приложения: съгласно текста
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма ..........................................
Представлявай/и .............................................. (име и фамилия)
Подпис/и ..........................................................
стр. 3 от 5
Дата .................................
Декларацията се подписва от представляващия/ ите участник (юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД)).
Упълномощено лице ........................................... (име и фамилия)
Подпис .......................................................
Дата ...........................................
Когато участникът няма определена правна форма:
Физически лица ................................. (изброяват се всички физически лица, които участват в обединението - име и фамилия)
Подпис/и ....................................................
Представляващ/и ........................................... (име и фамилия на представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правноорганизационната им форма)
Подпис/и ....................................................
Дата ...........................................
Декларацията се подписва от всяко едно физическо лице и от представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................... (име и фамилия)
Подпис .......................................................
Дата
Техническа характеристика и описание на предлаганите стоки за доставка
| Позиция от техн. спецификация № | Описание на предлаганата стока, съгласно изискванията от Техническата спецификация | Количество (бр.) | Модел и производител | Каталог/№ на страница/Каталожен номер (в случай че Участника представя каталог) | Съответствие с изискванията на Възложителя |
|---------------------------------|----------------------------------------------------------------------------------|----------------|---------------------|---------------------------------------------------------------------------------|---------------------------------------------|
| 1 | 2 | 3 | 4 | 5 | 6 |
| 1. | | | | | |
| 2. | | | | | |
Забележка:
В графа (№6) следва да се декларира дали предлаганото оборудване по конкретната позиция отговаря напълно на изискванията на ВЪЗЛОЖИТЕЛЯ посочени в техническа спецификация за тази позиция.
Когато описанието по някоя от позициите е със значителен обем и/или има снимков материал, същото следва да бъде предоставено в приложение, като по-горе се посочи номера на приложението.
Приложения:
1. Каталог (с отбелязване на номер на позицията от Техническата спецификация, за която се отнася) – представя се по преценка на участника.
2. Техническа Спецификация от производителя за конкретния /предлагания/ модел оборудване – представя се за всяка позиция от Техническото предложение.
3. Оторизионен/и документ/и, даващ/и разрешение за продажба/търговия и поддръжка на модулите и софтуера за наблюдение на оптични влакна, произведени от него/тях. (в случай че участникът не е производител)
4. Други документи, по преценка на участника.
Наименование на участника:
Посочва се:
➢ фирмата (наименованието на дружеството) и правно организационна форма.
➢ когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната форма, в случай че има такава
ЦЕНОВО ПРЕДЛОЖЕНИЕ
ЗА ИЗПЪЛНЕНИЕ НА ПРЕДМЕТА НА ПОРЪЧКАТА
Наименование на поръчката, дадено от възложителя: Доставка на модули и софтуер за наблюдение на оптични влакна
Идент. номер: 150-144
УВАЖАЕМИ ГОСПОДА,
С настоящото представяме нашето ценово предложение за изпълнение на предмета на горепосочената обществена поръчка:
Цена и условия на формирането й.
Изпълнението на предмета на поръчката ще извършим по цени, съгласно настоящото предложение, при следните условия:
➢ Предложените цени са определени при пълно съответствие с условията от документацията по процедурата.
➢ Всички посочени цени са в .................. лева или евро (само за чуждестранните участници) без ДДС.
Условие за изпълнение на доставката е ................. (DDP или DAP (само за чуждестранните участници) по Incoterms-2010), с места на доставка, както следва: ОУП „Ботевград“ - град Ботевград 2140, п.к.77, ул."акад. Стоян Романски" 61; ГИС „Дупница“ – област Кюстендил, община Дупница (GPS координати: N 42.283835,E 23.089630) и Централно управление на „Булгартрансгаз“ ЕАД - гр. София, ж.к. Люлин 2, бул. „Панcho Владигеров“ № 66;
➢ В случай на несъответствие между общата цена за изпълнение предмета на поръчката, изписана цифрой и словом, за валидна се приема, посочената словом, като същата се оповестява от комисията за провеждане на процедурата на основание чл. 69а, ал. 3 от Закона за обществени поръчки (ЗОП). В случай, че бъде открито такова несъответствие, ще бъдем задължени да приведем общата цена и единичните цени, изписани цифрой с общата цена на офертата, изписана словом в определен от комисията срок.
➢ При несъответствие между предложените единични цени и общата цена, валидна ще бъде общата цена на офертата, изписана словом и ще бъдем задължени да приведем единичните цени в съответствие с общата цена на офертата, изписана словом в определен от комисията срок.
Предлагаме обща цена за изпълнение на предмета на поръчката, в размер на:
________________________________________
валута, без ДДС
Словом: _______________________________________
без ДДС
(посочва се цифрой и словом стойността и валутата, без ДДС)
| № | Описание на стоките | Количество | Дейности (съгласно техническата спецификация) | Ед. цена в ……., без ДДС | Обща цена в ……., без ДДС |
|---|---------------------|------------|-----------------------------------------------|------------------------|------------------------|
| 1.| | | | | |
| 2.| | | | | |
Обща стойност за изпълнение на поръчката в …………………….(посочва се валутата), без ДДС
(При публичното оповестяване, съгласно чл. 69а, ал. 3 от ЗОП, на предлаганата общата цена за изпълнение на предмета на поръчката от комисията за провеждане на процедурата се оповестява предлаганата общата цена, изписана словом)
➢ Посочената цена включва всички разходи по изпълнение предмета на поръчката.
*Забележка:
За целите на оценяване на офертите, съгласно предварително обявения критерий „най-ниска цена“, посочената валута на „Предлаганата цена“ от участника за изпълнение на поръчката се преизчислява в левова равностойност, съгласно посочената от участник валута по официалния фиксинг на БНБ към крайната дата за получаване на офертите за участие, посочена в обявление на обществената поръчка.
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма …………………………
Представляваш/и …………………………….. (име и фамилия)
Подпис/и …………………………………..
Дата …………………………
Документът се подписва от представляващия/ите участник (юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД)).
Упълномощено лице ........................................... (име и фамилия)
Подпис .......................................................
Дата ..................................................
Когато участникът няма определена правна форма:
Физически лица ............................... (изброяват се всички физически лица, които участват в обединението - име и фамилия)
Подпис/и ....................................................
Представляващ/и ........................................... (име и фамилия на представляващия/ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правноорганизационната им форма)
Подпис/и ....................................................
Дата ..................................................
Документът се подписва от всяко едно физическо лице и от представляващия/ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................... (име и фамилия)
Подпис .......................................................
Дата ..................................................
Този документ задължително се поставя в отделен, запечатан, непрозрачен плик с надпис "ПРЕДЛАГАНА ЦЕНА", поставен в плика с офертата.
ДЕКЛАРАЦИЯ
по чл. 6, ал. 2 от Закон за мерките срещу изпирането на пари (ЗМИП)
(представя се само от участникна, определен за изпълнител, преди подписане на договор)
Долуподписаният/ата: ........................................... ЕГН..........................................., постоянен адрес .............................................................., гражданство .., документ за самоличност ..........................................., издаден/а на ..........................................., от МВР - гр. ..........................................., в качеството ми на представляващ (пълномощник) на ..........................................., вписано в регистъра при .........................................................................................,
Декларiram, че действителен собственик по смисъла на чл. 6, ал. 2 ЗМИП във връзка с чл. 3, ал. 5 ППЗМИП на горепосоченото юридическо лице е/са следното физическо лице/следните физически лица:
1 ............................................................................................................,
(име, презиме, фамилия)
ЕГН ..........................................................,
постоянен адрес ...........................................,
гражданство ...........................................,
документ за самоличност ............................................
2 ............................................................................................................,
(име, презиме, фамилия)
ЕГН ..........................................................,
постоянен адрес ...........................................,
гражданство ...........................................,
документ за самоличност ............................................
3 ............................................................................................................,
(име, презиме, фамилия)
ЕГН ..........................................................,
постоянен адрес ...........................................,
гражданство ...........................................,
документ за самоличност ............................................
Известна ми е наказателната отговорност по чл. 313 от Наказателния кодекс за деклариране на неверни обстоятелства.
Дата на деклариране: ............................................ Декларатор:
............................................ ............................................
(подпис)
ДЕКЛАРАЦИЯ
по чл. 4, ал. 7 и по чл. 6, ал. 5, т. 3 от Закон за мерките срещу изпирането на пари (ЗМИП)
(представя се само от участник, определен за изпълнител, преди подписване на договор)
Долуподписаният/ата: ……………………., с ЕГН ……………………., постоянен адрес ………………………………………………………………., гражданство ………………………………………………………………., документ за самоличност …………………………………………., издаден/а на …………………………., от МВР – гр. ……………………., в качеството ми на ……………………., в ……………………………………………………………………………………., с ЕИК/ БУЛСТАТ ……………………., данъчен № …………………………………………., със седалище и адрес на управление: …………………………………………., тел./факс …………………………………………., участник, определен за изпълнител в процедура за възлагане на обществена поръчка с предмет: ……………………………………………………., (посочете наименованието на поръчката, номера на обособената позиция)
ДЕКЛАРИРАМ,
че паричните средства — предмет на посочената операция (сделка), в размер на …………………… лева, без ДДС, имат следния произход: ……………………………………
Известна ми е наказателната отговорност по чл. 313 от Наказателния кодекс за деклариране на неверни обстоятелства.
Дата на деклариране: ……………………………………
Декларатор: ……………………………………
(подпис)
ДЕКЛАРАЦИЯ
за конфиденциалност
От ........................................................., в качеството ми на .......................
на ..........................................., ЕИК/Булстат/ЕГН ..............................................,
участник, определен за изпълнител на обществена поръчка с предмет „..........................
..........................................................”, идент. № ..................., с който ще
бъде сключен договор за изпълнението й,
Декларiram, че:
1. В качеството ми на участник, определен за изпълнител на обществената поръчка,
свързана със системи или оборудване за информационни технологии и системи за
сигурност, се задължавам да не разгласявам по никакъв начин, конфиденциална
информационнa отнасяща се за "Булгартрансгаз" ЕАД пред вертикално интегрираното
предприятие - „Български енергиен холдинг“ ЕАД или която и да е друга част от него,
изпълняващо дейности по доставка или производство на природен газ, станала ми
известна по повод изпълнение на договора.
2. В качеството ми на участник, определен за изпълнител на обществената поръчка, с
който ще бъде сключен договор за изпълнението й, се задължавам да пазя
конфиденциалната информация добросъвестно и да не разпространявам и публикувам,
както и да не я предоставям на лица, които нямат право на достъп до нея.
3. В качеството ми на участник, определен за изпълнител на обществената поръчка, с
който ще бъде сключен договор за изпълнението й, се задължавам да върна при
поискване от страна на "Булгартрансгаз" ЕАД всички предоставени ми документи и
носители на информация.
Дата: ...........2015 г. Декларатор: ..........................
(подпис)
* Конфиденциална информация по смисъла на настоящата декларация е всяка търговска,
техническа или финансова информация, получена в писмен, устен или електронен вид,
включително информация относно интелектуалната собственост, сделките, деловите връзки и
финансовото състояние на "Булгартрансгаз" ЕАД или на неговите партньори.
* Разгласяване на конфиденциална информация по смисъла на настоящата декларация
представлява всякакъв вид устно или писмено изявление, предаване на информация на
хартиен, електронен или друг носител, включително по поща, факс или електронна поща, както
и всякакъв друг начин на разгласяване на информация, в това число чрез средствата за масово
осведомяване, печатните издания или Интернет.
* Задължението за запазване на конфиденциалност е безсрокно и не зависи от прекратяването,
развалинето, нищожността или унищожаването на каквито и да е правоотношения с
"Булгартрансгаз" ЕАД.
* Задължението за запазване на конфиденциалност не е приложимо по отношение на
информационнa, която е предадена по искане на компетентен орган, както и по отношение на
информационнa, която е била публично оповестена или е била придобита от трети лица.
СПИСЪК
на доставките, които са еднакви или сходни с предмета на обществената поръчка, изпълнени през последните три години, считано от датата на подаване на офертата, с посочване на стойностите, датите и получателите
Долуподписаният/ната …………………… с лична карта № ………………….., издадена на ………………….. от ………………….. с ЕГН ……………………………., в качеството ми на ………………….. на ………………………………, със седалище и адрес на управление: …………………………………………….
Участник/ участник в обединение (варното се подчерта) в процедура за възлагане на обществена поръчка с предмет: Доставка на модули и софтуер за наблюдение на оптични влакна, идент. номер 150-144
На основание чл. 51, ал. 1, т. 1 от Закона за обществените поръчки, декларiram пред Вас следния списък на доставките, които са еднакви или сходни с предмета на обществената поръчка, изпълнени през последните три години, считано от датата на подаване на офертата, с посочване на стойностите, датите и получателите:
| № | Извършител | Година и дата на изпълнение на доставката | Описание на конкретната доставка | Получател на доставката, с посочени индивидуализиращи данни и по възможност с посочени лице за контакт и телефон за връзка | Стойност на доставката (валута) без ДДС | Доказателство за извършената доставка |
|---|-------------|------------------------------------------|----------------------------------|---------------------------------------------------------------------------------|----------------------------------------|----------------------------------------|
| | | | | | *Опис на удостоверение, издадено от получателя, потвърждаващо извършването на доставката | **Опис на удостоверение, издадено от компетентен орган, потвърждаващо извършването на доставката | ***Посочване на публичен регистър, в който е публикувана информация за извършената доставката |
Под доставки, които са сходни с предмета на обществената поръчка се разбират доставки на измервателни уреди на оптични влакна (OTDR).
* От удостоверенията следва да бъдат видни конкретните извършените доставки и изпълнителят, който ги е реализирал, кореспондиращи на посочените в списъка; Описаните в колона № 7 удостоверения, издадени от получателя се прилагат към списъка в заверено копие и в тях следва да се съдържа подпис на издателя.
** В случай, че от съдържанието на представеното удостоверение не е видно правното основание, което предоставя компетентността на органа за издаване на удостоверението, в списъка следва да бъде декларирана компетентността на органа за издаване на удостоверението; Описаните в колона № 8 удостоверения се прилагат към списъка в заверено копие и в тях следва да се съдържа подпис на издателя.
***Посочват се: наименование на регистъра, държава, електронен адрес и последователност на стъпките, които следва да бъдат извършени за достигане до информацията, посочена в списъка, в.ч. идентификационен номер, код и други. В случай, че при спазване на посочените стъпки и подадената информация бъде установено, че информацията не е публично достъпна (платена е), посоченият публичен регистър не се приема за доказателство по чл. 51, ал. 1, т. 1 от ЗОП.
****Декларацията се представя само за участниците в обединението, чрез които обединението доказва съответствието си с критериите за подбор по чл. 25, ал. 2, т. 6 от ЗОП.
В случай, че от представената информация не се установява идентичност на доставките, посочени в списъка с тези от удостоверението, издадено от получателя или от компетентен орган или с информацията от посочения регистър, представената информация не се приема за доказателство по чл. 51, ал. 1, т. 1 от ЗОП
Забележка:
Известна ми е отговорността по чл. 313 от Наказателния кодекс за посочване на неверни данни.
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правоорганизационна форма ...........................................
Представляващ/и .................................................. (име и фамилия)
Подпис/и ................................................................
Дата ..........................................................
*Декларацията се подписва от представляващия/ ите участник (юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД).
Упълномощено лице .................................................. (име и фамилия)
Подпис ................................................................
Дата .........................................................
Когато участникът няма определена правна форма:
Физически лица ........................................ (изброяват се всички физически лица, които участват в обединението - име и фамилия)
Подпис/и .................................................
Представляваш/и ........................................ (име и фамилия на представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правоорганизационната им форма)
Подпис/и .................................................
Дата ...................................................
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ........................................ (име и фамилия)
Подпис .................................................
Дата ...................................................
Представляваш/и ........................................ (име и фамилия на представляващия участник ........................................ посочване на наименованието и правоорганизационната форма) в обединение, което не е юридическо лице по ЗЗД, ........................................ (посочване на наименованието на обединението по ЗЗД)
Подпис/и .................................................
Дата ...................................................
*Декларацията се подписва от представляващия/ ите участник в обединение, което не е юридическо лице по ЗЗД.
Упълномощено лице ........................................ (име и фамилия)
Подпис .................................................
Дата ...................................................
Списък на документите и информацията, съдържащи се в офертата
ПЛИК № 1 „Документи за подбор“, съдържащ:
1. ……………..
2. ……………..
3. ……………..
ПЛИК № 2 „Предложение за изпълнение на поръчката“, съдържащ:
1. ……………..
2. ……………..
3. ……………..
ПЛИК № 3 „Предлагана цена“, съдържащ:
1. ……………..
2. ……………..
3. ……………..
Изброяват се документите и информацията, съдържащи се в офертата, като за всеки от документите се посочва вид и количество на документите (оригинал или заверено копие и общ брой страници), както и пореден № на страницата в офертата.
Когато участникът е юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД):
Наименование на участник и посочване на правноорганизационна форма …………………………
Представляваш/и ……………………………… (име и фамилия)
Подпис/и ………………………………………
Дата …………………………
*Декларацията се подписва от представляващия/ ите участник (юридическо лице, едноличен търговец или обединение, което не е юридическо лице по Закона за задълженията и договорите (ЗЗД)).
Упълномощено лице ……………………………… (име и фамилия)
Подпис ………………………………………
Дата …………………………
Когато участникът няма определена правна форма:
Физически лица ……………………………… (изброяват се всички физически лица, които участват в обединението – име и фамилия)
Подпис/и ………………………………………
Представляваш/и ……………………………… (име и фамилия на представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, както и посочване на наименованието и правноорганизационната им форма)
Подпис/и ………………………………………
Дата …………………………
*Декларацията се подписва от всяко едно физическо лице и от представляващия/ ите всяко едно юридическо лице, едноличен търговец или обединение, което не е юридическо лице по ЗЗД, които участват в обединението.
Упълномощено лице ……………………………… (име и фамилия)
Подпис ………………………………………
Дата …………………………
БАНКОВА ГАРАНЦИЯ РЕФ. №..........
ЗА ИЗПЪЛНЕНИЕ НА ДОГОВОР ЗА ОБЩЕСТВЕНА ПОРЪЧКА
ДО
"БУЛГАРТРАНСГАЗ" ЕАД
ГР.СОФИЯ, Ж.К. "ЛЮЛИН" 2,
БУЛ. "ПАНЧО ВЛАДИГЕРОВ" № 66,
ВПИСАНО В ТЪРГОВСКИЯ РЕГИСТЪР
НА АГЕНЦИЯТА ПО ВПИСВАНИЯТА
с ЕИК 175203478
Ние, ....................... /Банка/ ......................... със седалище /адрес/ сме известени от нашият Клиент .................................. (посочва се наредителят по банковата гаранция), че изпълнител .............. (посочва се наименование на Участника и правно организационна форма. Когато участникът е обединение, което няма определена правна форма и статут, се посочват наименованията на всички участници в него, както и правно организационната им форма в случай, че има такава) наричан за краткост по-долу ИЗПЪЛНИТЕЛ, с Ваше Решение № БТГ ....................../.................. г. (посочва се номера и датата на решението на Възложителя за определяне на изпълнител на предмета на обществената поръчка, съответно обособената позиция ако процедурата е по обособени позиции) е определен за изпълнител на обществена поръчка с предмет: ................................................................. (описва се предмета и съответната обособена позиция, както и идентификационния номер, ако има такива).
Също така, сме информирани, че съгласно чл. 42, ал. 1, т. 3 от Закона на обществените поръчки, при подписването на договора за възлагането на обществената поръчка, ИЗПЪЛНИТЕЛЯТ следва на Вас, в качеството Ви на Възложител на горепосочената обществена поръчка, да представи Банкова гаранция за изпълнение, открита във Ваша полза, за сумата в размер на ...........% от общата стойност на поръчката .................................. (цифром), а именно .................................. (словом: ...........................................) лева, за да гарантира предстоящото изпълнение на задълженията си, в съответствие с договорените условия.
Във връзка с гореизложеното и по Ваше нареждане, ние, .................................................. /Банка/, представлявана от .................................. се задължаваме неотменимо и безусловно, независимо от валидността и действието на горепосочения договор да Ви заплатим при първо Ваше писмено поискване, всяка сума максимум до .................................. (цифром) .................................. (словом) в срок до 3 (три) работни дни след получаване на Ваше надлежно подписано и подпечатано искане за плащане, деклариращо, че изпълнителят не е изпълнил частично или изяло свои задължения по договора.
Всяко плащане по тази гаранция от страна на .................................. (Банка) в полза на ВЪЗЛОЖИТЕЛЯ намалява нейния ангажимент с размера на платената сума.
Стойността на банковата гаранция ще намалява след получаване в .................................. (Банка) на писмено потвърждение от ВЪЗЛОЖИТЕЛЯ, указаващо точния размер на редуцираната сума.
Всяко Ваше писмено искане за плащане трябва да ни бъде представено чрез посредничеството на централата на обслужващата Ви банка, потвърждаваща, че положените от Вас подписи са автентични и Ви задължават съгласно закона. Искане за усвояване на суми по тази гаранция е приемливо и ако бъде изпратено до нас в пълен текст чрез надлежно шифрирано телексно или SWIFT съобщение от централата на обслужващата Ви банка, потвърждаваща че Вашето оригиналено искане е било изпратено до нас чрез препоръчана поща или куриерска служба и че подписите на същото правно обвързват Вашата страна.
Тази гаранция влиза в сила от датата на нейното издаване.
Настоящата гаранция е валидна до.......................... (дата) и изтича изцяло и автоматично в случай, че до .......... часа (местно време) на ............... (дата) искането Ви, предявено при горепосочените условия не е постъпило в ........................................... (Банка, адрес). След тази дата ангажиментът ни се обезсила, независимо дали оригиналът на Банковата гаранция ни е върнат или не.
Ние сме информирани, че Вие може да поискате от Изпълнителя да удължи тази гаранция, ако приемането на работите, предмет на договора, не се осъществи преди датата на изтичане на тази гаранция.
Банковата гаранция може да бъде освободена преди изтичане на валидността й само след връщане на оригинала на същата в ................................. (Банка, адрес).
Гаранцията е лично за Вас и не може да бъде прехвърляна.
ЗА БАНКА
Подписи: ..........................................
.............................................
Списък на техническите лица, които притежават квалификация в областта на комуникационната и измерителна апаратура и/или информационните технологии
Долуподписаният/ната ………………… с лична карта № ……………………., издадена на …………………… от ……………………, с ЕГН ……………………, в качеството ми на …………………… (посочва се съответното качество на лицето по чл. 47, ал. 4 от ЗОП), представляващ ……………………………………… (посочва се юридическо лице, едноличен търговец, обединение, в т.ч. обединение, което няма правна форма, участник в обединение), участник в открита процедура по ЗОП за възлагане на обществена поръчка с предмет: Доставка на модули и софтуер за наблюдение на оптични влакна, идент. № 150-144, декларирам следния списък на лицата, които притежават квалификация в областта на комуникационната и измерителна апаратура и/или информационните технологии.
| № | Име | Должност | Професионална квалификация (посочва се професията на всяко от лицата в списъка) | Вид, номер, дата и издател на документа, доказващ квалификацията |
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_________________ г.
(дата)
Декларатор: ___________________
(име и фамилия) | c6f9672c-d1fa-49a4-9c6a-e38993b4dc7e | HuggingFaceFW/finepdfs/tree/main/data/bul_Cyrl/train | finepdfs | bul_Cyrl | 180,490 |
B1 – JANUARY 2019
(http://learnenglish.britishcouncil.org/en/magazinearticles/collecting-things)
COLLECTING THINGS - MY GRANDMOTHER'S ELEPHANT
(by Chris Wilson)
My grandmother had a beautiful elephant carved out of sandalwood on her dressing table which I secretly used to covet. I wanted it more than anything in the world. It was about the size of a football and had a cheeky smile. It was inlaid with tiny circular mirrors and mother-of-pearl, and had real ivory tusks and toenails. One day my sister said "Oh Grandma, please can I have it?" and, to my fury and disbelief, she just gave it to her! I immediately made two resolutions: 1) never to speak to either of them ever again. 2) To find another elephant just like it.
Ever since I have been scouring the world. I have rummaged round junk shops and antique shops all over Europe, I have been to garage sales and flea markets in America, I have hung about in Arab souks and Indian bazaars, but I have never seen anything quite the same.
Along the way, however, I have acquired all sorts of other elephants and my collection has grown and grown. I have got black ebony elephants from Malawi, and a couple of ivory – all, I hasten to add, made a long time ago, before the ebony trees were chopped down and the ivory trade was made illegal. I also have soap stone elephants from Zimbabwe, and an exotic Congolese one carved out of bright green malachite. I have a whole family of wooden Thai elephants marching along the top of my piano; sometimes when I sit and play. I could swear they are marching in time to the music. I have two very heavy, long legged elephants which I bought in Khan el Khalili, in Cairo, which I use as bookends, and an enormous fat one from the Sudan which I use as a coffee table. My search goes on, but it gets more and more difficult to find really good pieces. On recent trips to Africa I have noticed how the quality of the workmanship has deteriorated. In craft markets all over the continent you can find thousands of elephants, but they are nearly all shoddily made, churned out for tourists by people who probably have never seen a real elephant in their lives.
Why do people collect things? Probably many, like me, don't set out to do so. You just acquire something, then another and another and then, once you've got a small collection, you just keep adding to it. I have an uncle who collects key rings –he has hundreds of them from all over the world– but he can't remember how it started. Other people collect stamps, stones, beer cans, beer mats, match boxes, all sorts of things. For some it can become a total obsession and they will go to any lengths to get something. One of my colleagues collects Royal memorabilia, which to me is the ultimate in bad taste! Her house is crammed full of kitsch things like Coronation mugs, ashtrays with pictures of Charles and Diana, British flags, tea towels printed with Windsor Castle and even a toilet seat cover with Prince Andrew grinning widely up at you. What is this urge to possess all these things?
I recently discussed this question with a group of students in Mozambique and what rapidly became evident was that few of them had such an urge. "Why not?" I asked. "I don't know" said Antonio. "It's just not in our culture". "Does that mean you're not as materialistic as Europeans?" Antonio laughed. "No way! We want cars and houses and fancy things just like anyone else, but we don't collect knick-knacks, things we can't use". "I think it's because of our recent war" said Maria "and the state of the economy. For many years there was nothing to collect, except shells off the beach perhaps". "I collect shoes" said Teresa, who comes from Angola. "I have over seventy pairs. But I buy them to wear, not just for the sake of having them". "Oh come on!" laughed Antonio. "Anything you don't actually need you have for the sake of having it, and you can't possibly need seventy pairs!" "I do, I need every single pair!" she insisted. "So you are a collector!" "No I'm not!" "Yes you are!" shouted the whole class.
Paula stuck up her hand. "I'm a collector" she said. "I am a fan of Julio Iglesias and I have all his CD's, every one, even the latest, which, I have to admit, isn't very good at all". "So why did you buy it?" I asked. "Well, because I've got all the others of course" she said. "And my son collects those little plastic dinosaurs you find inside cereal packets. He's only got to get T Rex and then he's got the whole set." "They are exploiting you" said Antonio. "They encourage children to become collectors so that you keep buying more and more. This is something new in our country. Soon we will all be fanatically collecting things, just like everyone else in the world."
Harshill, who is of Indian origin, had been silent all this time. He cleared his throat. "One good reason to collect things is that a collection is worth more - how do you say in English? More than the sum of its parts. If you sold your elephants one by one you wouldn't get nearly as much as if you sold the whole collection. So it is a way of saving money, a good investment."
On the way back to my hotel a young boy was selling a badly carved elephant by the side of the road. I didn't want it but I bought it because I felt sorry for him. Later I thought I should just have given him some money and let him try to sell it to someone else. It would never be part of my collection, each in its own special place in a different part of my house. I imagined walking round looking at them all and thought about what Harshill had said –it's a way of increasing the value of what you already have- but as usual there was that niggling feeling that my collection, no matter how valuable, would never be complete. Not without my Grandmother's elephant! What a waste for it to be with my sister when it could be, should be, with me! "Oh well, never mind, try not to be obsessed" I told myself.
Ever since, though, I have been lying awake at night, thinking of it standing there on a brass table in her hallway, next to the window she always leaves open for her cat. Her dogs know me, so they won't be a problem when I climb over the wall in my gloves and balaclava. The whole operation will be over in less than five minutes. The only problem is, having acquired it, what will I do when my sister comes barging in to nose around, as she periodically does, and sees it in pride of place in my house? I'll have to keep it hidden and then what will be the point of having it? Oh dear. Perhaps I could have a special alarm that would only ring when my sister is on her way. No, that's silly. I'll just have to move. To another country, under another name, far, far away. But even then, knowing her, she'll track me down. Oh, dear reader, what would you do if you were me? | <urn:uuid:49aac376-d70d-4ea2-a3c7-e3a7455062e3> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 6,823 |
Hip No. 3672
Consigned by Bluewater Sales LLC, Agent VIII
AZAAHEER
Chestnut Filly; foaled 2017
Barn 26
AZAAHEER
Dixieland Band
She's Tops
Gone West
Terpsichorist
Forty Niner
Danzig's Beauty
Seattle Slew
In On the Secret
Dixie Union ..........................
Tempo....................................
Distorted Humor ..................
Ask Me No Secrets ..............
Union Rags ..........................
Bashoosha............................
(2007)
By UNION RAGS (2009). Classic winner of $1,798,800, Belmont S. [G1] (BEL, $600,000), etc. Sire of 5 crops of racing age, 553 foals, 345 starters, 15 black-type winners, 207 winners of 436 races and earning $19,477,095, including Paradise Woods (5 wins, $1,123,890, Santa Anita Oaks [G1] (SA, $240,000), etc.), Free Drop Billy (2 wins, $662,470, Claiborne Breeders' Futurity [G1] (KEE, $300,000), etc.), Union Strike ($537,625, Del Mar Debutante S. [G1] (DMR, $180,000), etc.), Dancing Rags [G1] ($296,985).
1st dam
BASHOOSHA, by Distorted Humor. Placed at 2 and 3, $11,790. Dam of 4 other registered foals, 3 of racing age, 1 to race.
2nd dam
ASK ME NO SECRETS, by Seattle Slew. 3 wins in 6 starts at 3 and 4, $211,828, Oaklawn Breeders' Cup S. [G3] (OP, $120,000), 3rd La Canada S. [G2] (SA, $24,000). Dam of 2 winners, including-To Your Health. 4 wins, 3 to 7, $88,633.
3rd dam
Royal Tryst. Winner at 3, £9,777, in England; winner at 4, 5, and 6, 1,955,421 dirhams, in U.A.E., 2nd Sheikh Maktoum bin Rashid Al Maktoum Challenge-Round 2 [G3], Al Fahidi Fort [L], His Highness The President's Cup [L], 3rd Dubai Duty Free [G1], etc. (Total: $546,759). Sire.
In On the Secret, by Secretariat. Winner at 3 and 4, $86,371, 3rd Ontario Lassie S. [LR] (GRD, $12,562(CAN)). Dam of 6 winners, including-ASK ME NO SECRETS. Black-type winner, above.
Understated. Unraced. Dam of 5 foals, 4 to race, 3 winners, including-Pride of Stride. 2 wins at 2, $100,625, 3rd Sapling S. [L] (MTH, $10,000). 4th dam
Chekhov. Winner at 3, $194,296, 2nd Long Branch Breeders' Cup S. [G3] (MTH, $30,000).
IN MY CAP, by Vice Regent. 8 wins to 3, $443,404, Princess Elizabeth S.-LR, Wonder Where S. [LR], etc. Sister to TRUMPET'S BLARE [G1] ($532,810), PASSING VICE [G3], half-sister to Past Master [G3]. Dam of--
Marie J. 2 wins, $139,800, 3rd La Troienne S. [G3], etc. Black-type producer. Bright Feather. 3 wins at 3, $105,870, 2nd Canadian Oaks-R (WO, $40,000 (CAN)). Dam of ALBERT THE GREAT [G1] ($3,012,490, sire), WATCH THE BIRD [L] ($234,823, sire), SHEER BLISS [L] ($132,383, producer). In On the Secret. Black-type-placed winner, above.
Foaled in Kentucky. RACE RECORD: Unraced. Alleynedale. 4 wins, $95,131. Dam of JAMES STREET [G2] (Total: $637,723).
Broodmare prospect.
Sells with a 2021 No-Guarantee season to any Shadwell Farm (KY) stallion. | <urn:uuid:6e39e983-2bb6-4f84-82d2-c2e58721c12e> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 2,816 |
APPALTI: COME VENGONO GESTITI DALLE REGIONI
(e come potranno essere gestiti quelli futuri del PNRR)
Le Regioni sono tra le Amministrazioni che saranno chiamate a realizzare i progetti del PNRR, e, quindi, a gestire i relativi appalti e a spendere i fondi del Next Generation EU.
Come è evidente, si tratta di capacità amministrative che non si improvvisano, neppure in un'Amministrazione regionale, e per questo Fondazione Etica ha effettuato una verifica di quelle capacità misurabili ad oggi 1 , come in una sorta di due diligence delle PA. In particolare, ha analizzato 2 come le Regioni gestiscono gli appalti e pagano i fornitori, sulla base dei dati che esse stesse pubblicano nella sezione Amministrazione Trasparente sui rispettivi siti web, secondo quanto diposto dal D.Lgs. 33/2013.
I risultati sono molto interessanti e, a tratti, sorprendenti. Possono costituire una mappatura utile per il Governo al fine, ad esempio, di predisporre sia supporti tecnici anti-spreco sia accorgimenti anti-corruzione in materia di appalti.
L'analisi si è avvalsa della metodologia del Rating Pubblico, oggi applicabile anche ad altri Paesi europei, secondo lo studio condotto da Fondazione Etica per la Commissione Europea.
1 L'analisi del Rating Pubblico, effettuata nel primo semestre 2020, si basa sui dati pubblicati dalle Regioni sui rispettivi siti web in base agli obblighi di pubblicazione stabiliti dalla norme vigenti.
2 Le pagine che seguono sono estratte dal Rapporto "Le Regioni, un motore da riparare" di P. Caporossi, 2021, Ed. Rubbettino.
GESTIONE DEGLI APPALTI E RAPPORTO CON I FORNITORI NELLE REGIONI
1. APPALTI E RAPPORTO CON I FORNITORI
RATING PUBBLICO REGIONI – AREA APPALTI E FORNITORI
Fonte: Rating Pubblico, Fondazione Etica
L'area Appalti è quella su cui può essere meglio valutata la capacità anticorruzione di un'Amministrazione e, conseguentemente, il suo potenziale di sviluppo economico sostenibile e di promozione della competitività delle aziende sul territorio. La corruzione, infatti, non solo è sbagliata eticamente, ma è anche un costo economico che nessun Paese può sostenere. Appalti truccati significano sperpero di denaro pubblico, concorrenza sleale a danno delle imprese sane e corrette, rischi di sicurezza per le opere realizzate, etc..
Con la cosiddetta legge anticorruzione – la n. 190 del 2012 – il legislatore ha indicato la trasparenza come il principale strumento di prevenzione della corruzione e, in effetti, molto di quello che le Amministrazioni pubblicano oggi in materia di appalti lo si deve a quella legge, oltre che al citato decreto n. 33 dell'anno successivo.
La Regione benchmark qui è il Lazio, con rating di area pari a 86 su 100, grazie allo score massimo che ha ottenuto in cinque indicatori su sei. A seguire, sempre in classe di rating Very Good, sono il Veneto (82) e le Marche (80), a fronte di uno score medio delle Regioni pari a 58.
Il dato che sorprende è soprattutto quello della Calabria: con score 71 si colloca in classe Good, al quinto posto del ranking. Ciò si può spiegare con gli score elevati che quella Regione ha ottenuto in tre indicatori su sei: in dettaglio, nella percentuale di affidamenti diretti sul totale degli appalti; nella percentuale di affidamenti diretti di importo compreso tra 38.000 e 40.000 euro; nella percentuale di imprese aggiudicatarie ricorrenti. Tutti valore bassi e, quindi, score alti, almeno in base alle informazioni che la Regione ha pubblicato e inviato all'Autorità Anticorruzione.
Sul lato opposto del ranking, invece, risalta lo score in classe Weak di tre Regioni performanti del Nord: Piemonte e P.A. di Bolzano, entrambe con score 42, e Lombardia, che, però, con score 49 arriva quasi alla classe Satisfactory. Il risultato lombardo si spiega principalmente con la pubblicazione parziale delle informazioni sugli appalti nel formato aperto xml previsto per la trasmissione ad ANAC, in base alla legge 190/12 articolo 1 comma 32: la Lombardia lo ha pubblicato con contenuti fortemente ridotti, pertanto non comparabili con quelli delle Regioni che trasmettono file xml completi.
1.1. Affidamenti diretti e gare di appalto
Per il cittadino non è affatto semplice orientarsi nella moltitudine di tipologie di appalti che le PA possono attivare per ottenere forniture, lavori e prestazioni da imprese e professionisti. Tuttavia, un buon numero di cittadini riesce ragionevolmente a distinguere tra affidamento diretto e gara di appalto attribuendo al primo una maggiore discrezionalità esercitabile dalla PA nella scelta del fornitore rispetto alla seconda. Proprio quella maggiore discrezionalità rende l'affidamento diretto potenzialmente più esposto a rischi di corruzione.
Questo non vuol dire, naturalmente, che le Regioni che ricorrono maggiormente agli affidamenti diretti siano più corrotte delle altre, ma che un ricorso eccessivo ad essi da parte di una Regione rispetto alle altre può costituire un alert di cui tenere conto e da monitorare nel tempo.
La Regione con la minore percentuale di affidamenti diretti sul totale degli appalti – e quindi con score alto – risulta essere la Basilicata, con il 17,1%. Seguono la Calabria (23,2%) e il Lazio (27,5%). La Regione con la maggiore percentuale di affidamenti diretti – e quindi con score basso – è il Veneto, con l'88,1%. Seguono Valle d'Aosta (85% ) ed Emilia Romagna (83,7%).
Sembra, dunque, che il ricorso agli affidamenti diretti sia più frequente nelle Regioni performanti come Emilia e Veneto.
La Regione Lombardia non risulta nella figura che segue, in quanto, come sopra detto, pubblica il file nel formato xml previsto da ANAC limitatamente agli appalti della Giunta: se ne contano meno di duecento e per una Regione è numero non plausibile. Dunque, le informazioni sono insufficienti per valutare e comparare l'Amministrazione lombarda. Tuttavia, considerando che essa pubblica i
dati sugli appalti in formato tabellare, è stato scelto di non penalizzarla 3 e di assegnarle uno score basso in questo indicatore e in quello seguente.
APPALTI ASSEGNATI CON AFFIDAMENTO DIRETTO: RAFFRONTO PER NUMERO DEGLI APPALTI (%)
Fonte: Rating Pubblico, da sez. Amministrazione Trasparente su siti web delle Regioni
Una Regione può ricorrere alla procedura di affidamento diretto in percentuale elevata sul totale degli appalti, comunque restando su un importo complessivo modesto rispetto a quello del totale delle forniture assegnate con gare di appalto. Per questo, l'indicatore relativo alla percentuale di affidamenti diretti va letto insieme a un secondo indicatore, che verifica gli importi nei termini suddetti.
Si vede, allora, che in Veneto gli affidamenti diretti, da un lato, costituiscono l'88,1% del totale degli appalti, ma, dall'altro, raggiungono un importo complessivo pari al 6,5% dell'importo totale degli appalti. Dunque, non scatta l'alert di cui si è detto sopra.
Lo stesso si può dire per la Valle d'Aosta e per l'Emilia Romagna, che presentano le percentuali più elevate di affidamenti diretti, subito dopo il Veneto, ma con un importo complessivo che non supera per la prima il 17% dell'importo totale degli appalti, e per la seconda il 28%.
3 La valutazione "n.d.", cioè "non disponibile", comporta l'assegnazione di score pari a zero.
APPALTI ASSEGNATI CON AFFIDAMENTO DIRETTO SUL TOTALE APPALTI: RAFFRONTO PER IMPORTO
Fonte: Rating Pubblico, da sez. Amministrazione Trasparente su siti web delle Regioni
Sardegna e Molise risultano le Regioni con la maggiore incidenza dell'importo complessivo degli affidamenti diretti su quello degli appalti totali, rispettivamente con il 75,9% e con il 67,7%, incidenza che è praticamente la stessa anche in termini di numero complessivo di affidamenti diretti su quello degli appalti totali (rispettivamente 71,1% e 73,6%).
All'opposto, la Basilicata ha la minore percentuale di affidamenti diretti sul totale degli appalti (17,1%) e, al contempo, è tra le prime tre Regioni per il minore importo complessivo di appalti diretti: 0,9% sull'importo totale di tutti gli appalti. Lo stesso si può dire per il Lazio.
L'Umbria rappresenta un'ulteriore casistica: è tra le Regioni che ricorrono meno agli affidamenti diretti sul totale degli appalti (32,1%) e anche tra quelle che vi ricorrono di più in termini di importo complessivo (63,5%).
1.2. Ricorrenza degli aggiudicatari negli appalti
Il ricorso alla procedura di affidamento diretto da parte delle Regioni può essere analizzato anche da un ulteriore punto di vista: la ricorrenza degli aggiudicatari, che, a sua volta, può essere analizzata sia come numero di imprese/professionisti ricorrenti, sia come importo complessivo aggiudicato.
Dunque, due indicatori, di cui il primo verifica se e quante sono le imprese fornitrici che risultano aggiudicatarie di appalti in regime di affidamento diretto più di una volta nell'anno, contando solo gli affidamenti diretti di importo uguale o superiore a cinquemila euro.
Lazio, Calabria e Basilicata, ai primi posti della graduatoria delle Regioni per la minore percentuale di affidamenti diretti sul totale degli appalti, sono ai primi posti anche per il più basso numero di imprese aggiudicatarie ricorrenti, insieme alla Sicilia (7,9%).
Numero basso anche per il Veneto, la Regione con il più alto ricorso agli affidamenti diretti sul totale appalti.
Sul lato opposto della graduatoria, la maggiore ricorrenza di imprese aggiudicatarie appartiene all'Emilia Romagna (49,6%) e alla Provincia Autonoma di Bolzano (42,2%).
RICORRENZA DEGLI AGGIUDICATARI NEGLI APPALTI PER AFFIDAMENTO DIRETTO: NUMERO DI IMPRESE RICORRENTI (%)
Fonte: Rating Pubblico, da sez. Amministrazione Trasparente su siti web delle Regioni
Il secondo indicatore sopra detto analizza la ricorrenza degli aggiudicatari in base all'importo aggiudicato, rapportando il totale delle aggiudicazioni in affidamento diretto, circoscritto a quelle di importo compreso tra 38.000 e 40.000 euro, all'importo totale degli affidamenti diretti nell'anno. Lo scopo è verificare se la ricorrenza di imprese e/o professionisti aggiudicatari di appalti in affidamento diretto sale per gli importi vicini alla soglia oltre la quale è necessario ricorrere ad altra procedura, ad esempio la consultazione di più operatori economici 4 .
La tabella seguente mostra che la percentuale di aggiudicatari di affidamenti diretti prossimi alla soglia dei 40.000 euro resta sotto l'1% per undici Regioni: per cinque di esse, anzi, è approssimabile a zero.
La percentuale supera, invece, il 10% per due Regioni: il Friuli Venezia Giulia (12%) e la Basilicata (11,7%).
4 Cfr. lettera a) comma 2 art. 36 del d.lgs. 50/2016.
RICORRENZA DEGLI AGGIUDICATARI NEGLI APPALTI PER AFFIDAMENTO DIRETTO: RAFFRONTO PER IMPORTO
Fonte: Rating Pubblico, da sez. Amministrazione Trasparente su siti web delle Regioni
1.3. Tempestività dei pagamenti
Per qualsiasi impresa, o professionista, che si è aggiudicata un appalto pubblico è molto importante poter contare sulla puntualità del pagamento da parte della Regione, o altra PA, così da evitare rischi di carenza di liquidità o persino di default. Il citato decreto trasparenza del 2013 ha colto tale importanza, e con l'art. 33 ha disposto che tutte le PA debbano pubblicare sul proprio sito web "con cadenza annuale, un indicatore dei propri tempi medi di pagamento relativi agli acquisti di beni, servizi e forniture, denominato: «indicatore 5 di tempestività dei pagamenti»".
5 L'indicatore annuale di tempestività dei pagamenti è calcolato con il metodo della media ponderata, secondo le disposizioni dell'art. 9 del DPCM 22 settembre 2014, che considera, per ciascuna fattura ricevuta, la somma dei giorni effettivi (feriali e festivi) intercorrenti tra la data di scadenza della fattura e la data di pagamento ai
In dodici Regioni su ventuno quell'indicatore presenta il segno meno, il che vuol dire che saldano le fatture in anticipo rispetto alla scadenza. Il Lazio è la Regione benchmark, con meno 25 giorni, seguita da Toscana e Liguria con meno 22.
Tra le Regioni del Sud paga in anticipo rispetto alla scadenza solo la Sardegna, con meno 10 giorni.
Secondo quanto stabilito dal d.lgs. 231 del 2002, attuativo della direttiva 2000/35/CE, il pagamento al fornitore da parte delle PA deve avvenire entro 30 giorni (60 per la sanità) dalla data di ricevimento della fattura. Quel limite temporale risulta sensibilmente superato solo da tre Regioni del Sud: Basilicata e Molise, rispettivamente con 88 e 99 giorni, mentre la Campania riesce a stare nei 34.
Per le Regioni contrassegnate in blu nel grafico sotto il ritardo è meno marcato: da 2 a 23 giorni oltre la scadenza.
I
NDICE DI TEMPESTIVITÀ DEI PAGAMENTI
Fonte: Rating Pubblico, da sez. Amministrazione Trasparente su siti web delle Regioni
fornitori moltiplicata per l'importo dovuto, rapportata alla somma degli importi pagati nel periodo di riferimento. | <urn:uuid:583b617d-c714-4add-8738-c91533ba438e> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 12,895 |
BELOVED ARCHANGEL MICHAEL
Beloved Ones of My Heart, tonight in the Service which the Angelic Host wish to render to you and to all that is constructive, We are drawing into outer physical conditions certain Activities of the Sacred Fire that come under the complete Control of the Angelic Host. And since We have Legions of Angels, who not only guard the Sacred Fire which We concentrate into outer conditions, but They stand and are the Repelling Presence to all that is destructive.
So when We ask you to call forth the Legions of the Angelic Host's Presence around you that forever repels everything that is not Their Love and Perfection for you, you will find a very tremendous Action coming around you. This will enable very much greater Strength and much greater Power from your own Mighty 'I AM' Presence to be anchored into the outer self, not only as a Guarding Presence, but as the Victorious Presence of the Sacred Fire.
Now the Legions of the Angelic Host, I assure you, are at all times seeking to protect that which is constructive. And since Their Presence is a Preventing Presence of Life, as you come into closer association with those who are commanded to protect that which is constructive, you will find the veil thinning between your world and Ours; and you will begin to understand more and more of what the Service of the Angelic Host is to the life in this world, and especially to mankind.
In the present acceptance of Our Presence in the consciousness of mankind, the predominant feeling or understanding of what We do is concerned with Protection; for you hear the remark, my Guardian Angel, when someone escapes something of destruction. Therefore We are already within the consciousness of mankind to some degree, in the acceptance of Our Power of Protection. Therefore when you call forth Activities of the Sacred Fire in concentrated Action to accomplish something that fulfils the Divine Plan, hesitate not! Call forth, if need be, Legions of the Protecting Angels to stand the Guard over that which fulfils the Divine Plan for your Nation. And then use It around yourselves whenever you need to.
But when it comes to the Protection of that which is of God within your Nation, that which is the God Government of your Land or the God-given Freedom to your people, hesitate not to call forth Limitless Legions, if need be, of the Sacred Fire's Invincible Protection of that which God has given to America, that which God expects America to guard, and that which is of God within your borders, in other words, all that is constructive.
Therefore the Legions of the Guarding Angels and the Legions of the Powers of the Sacred Fire that you require in outer world conditions at this hour are ever ready to respond to your slightest Call. So whether you see Them or not, or feel Them or not, makes no difference. When your Call comes to one or all of the Archangels who direct and concentrate and guard those Mighty Streams of the Sacred Fire from the Physical Sun and the Great Central Sun, those Legions are automatically standing ready to protect that which is of God, if mankind would but make the Call and understand what the Law of Life has provided to protect all that is constructive.
The Archangels are the Commanding Authority and Directing Presence of those Activities of the Sacred Fire that sustain Perfection, and that protects Perfection. Therefore the Protecting Angels are no figment of anyone's imagination; and the Protecting Flame which the Cosmic Beings concentrate and send into manifestation to sustain and protect what is constructive is forever blazing Its Presence wherever given the slightest opening or the slightest recognition or the slightest Call.
And if it were not for the Protection given to that which is constructive throughout America and the world, mankind would long ago have been dissolved by their own creation of discord. So the Protection to life that the Angelic Host has given through the projection of the Sacred Fire is far greater than the intellect of mankind understands in the Service that has been rendered through the ages. And that which is yet to come shall be even greater than that which has been given in the past, and you are privileged at all times to be one with that Protecting Power. You are privileged to call forth Its Release wherever you see that which is constructive needing attention and Protection.
If I were you, I would often, just as you send forth the thought: Mighty Angelic Host, protect all that is good wherever I abide, then My Dear Ones, in these many Decrees that you've sent forth, in these Calls which We are bringing to your attention, you are building an Eternal Momentum in your mental and feeling world, and even in the atmosphere about you. You are building an Eternal Momentum. You are accumulating a Power that as yet you little understand; and only as you begin to use It will you become aware of how terrific is the Power of the Sacred Fire to produce Perfect Manifestation, to hold Protection, to sustain and expand the Fulfilment of the Divine Plan, and to be master of circumstance wherever you call It into existence.
You do not create that yourselves, but your desire for It and your love to your Mighty 'I AM' Presence entitles you to have It in the physical octave. And the Angelic Host are the Protection of that for which you call, and the Great Law of Life makes no mistakes when you are dealing with the Angelic Host and the Sacred Fire. Mankind, in the use of the Powers of Nature and the activities of life in the physical octave, is in reality living at the periphery of the circle and know not the concentration of the Power and the Magnitude and Magnificence of what the Sacred Fire can create and manifest, sustain, and expand.
And in the Service which the Angelic Host render through Healing, through Music, through Their Purifying Love, there isn't a thing of the Perfection of the Beloved Divine Plan of the Mighty 'I AM' Presence with which the Angelic Host is not concerned. The Angelic Host is the Way and Means by which the Beloved 'I AM' Presence and Cosmic Beings, who have created and sustained and control this System of Worlds, have drawn into outer manifestation the Activities that you see everywhere. And since the Angelic Host can only create that which is constructive, you have no idea the Power that you can have to protect and expand anything that is constructive that you wish to bring into outer existence for the blessing of life, to glorify your Mighty 'I AM' Presence, to blaze the Light that draws your fellowman out of the shadows and onto the pathway of Intelligent Direction, where the Goal of existence is forever revealed.
The Angelic Host are concerned with everything that you do that is constructive. Therefore there is no limit to the Power you can have. There is no limit to the Help you can have. There is no limit to the Protection you can have, so long as you maintain the Purity and the Harmony and the Obedience to your Beloved 'I AM' Presence. Can you show Me anything in the physical world of the affairs of mankind that, from the outer physical action, can compare with that which the Angelic Host are constantly doing for you all? All mankind put together in the physical octave and all their activities cannot give you what the Angelic Host have ever at your Service. And its time mankind learned something of the Angelic Host and understood what's necessary to come into closer cooperation with the Blessing We can bestow.
Now I'm going to take you, if you will come with Me, into a Secret of the Knowledge of the Universe, and reveal to you tonight that there are definite Legions commissioned, directed, and sent forth to guard this Nation, Legions of the Angelic Host. And there are Legions of the Angelic Host that could be called into action to guard what is constructive in every nation if the people would awaken, would arise and desire it.
Wishful contemplation of a thing is not the Love or the intense Desire that draws that thing to you. Therefore, you who understand something of this Law and something of the Reality of Our Presence, you who are the will of the American people for the good that is within your borders to be sustained and protected, you are the Authority. You have the Power, and you shall be answered if you call this into outer conditions quickly.
Try to follow with Me tonight and realize how important this is, and that which I have called to your attention, because the Angels that guard the Destiny of the United States of America are the same Power of the Sacred Fire that your Higher Mental Body is to guard your own Heart Flame within you, to the Fulfilment of your Divine Plan in the Attainment of the Ascension.
Therefore the Legions of the Angelic Host who guard the United States of America are the Guardians of the Heart of the World, therefore the Guardians of the Life of the world, the same as your Higher Mental Body guards your Heart Flame and guards your life in the outer self. There is a definite concentration of the Power from the Great Central Sun, and that Activity of the Sacred Fire that forever stands guard over this Nation and the Destiny which It must fulfil.
And the Beloved Master Jesus as well as the Mighty Saint Germain, and the Blessed Godfré, and others of the Ascended Host who have from the inception of your existence ever poured forth Their Calls for Protection and Victory, They too, are the Guardians of the Destiny of the Nation. And My Dear Ones, that which God has given to those who are constructive within this Land must be made Invisible and Invincible against the sinister force. And that only can be done by the Angelic Host who direct the Sacred Fire.
There are many Activities of the Sacred Fire which the Angelic Host direct that can forever make Invisible and Invincible that which is of God. Therefore do you not see how you are not at the mercy of the conditions that the sinister force has imposed upon your Land to pollute it? You're not at the mercy of the destructive forces of human creation. The Cosmic Law of Life has provided you this Protection of the Angelic Host, and the concentration of the Sacred Fire of a Love so great you cannot understand It until you become It.
Therefore, I'm not here idly tonight; and I would fire the whole American people awake to turn Godward and demand the Angelic Host's removal of that which is of the sinister force within your borders. And you will see changes take place; for I assure you, there are those of the Angelic Host who do wield the Sword of Blue Flame, and in one Flash consume that which the sinister force has taken centuries to build.
Therefore if you will join with Us and call forth the Angelic Host's Legions, that guard America's Freedom by the Sacred Fire's Power without limit, to come forth now and protect that which has a right to be protected, sustain, and expand that which becomes the Perfection of the future, and hold possession of that which belongs to you because God put it here. God, the Mighty 'I AM' Presence, placed within this Land the Blessings that are to be used to fulfil the Divine Plan. Therefore if you will call forth the Guarding Legions of the Angelic Host who compel America's Destiny to be fulfilled, and to prevent interference or delay of that Blessing coming to the people, then you shall see certain destructive forces recoil upon themselves and be compelled to take their claws off of that which belongs to America and that which is of God within America.
So My Dear Ones, We are moving into outer physical conditions certain forces from Cosmic Realms that forever are Victorious. Hesitate not to call Legions of the Angelic Host, and Manifestations of the Sacred Fire without limit, and all that's required to prevent anything of the sinister force gaining any further control of that which is within your borders. Conditions in the rest of the world are whirling to a certain explosive point, and certain destructive forces are going to be compelled back into themselves. They have to be allowed to consume themselves, but America must be protected against the sinister force's determination to slaughter everything on the Earth.
Therefore when We ask you to call these Legions into physical conditions, hesitate not to do it! Wherever anything is constructive, call the Legions of the Angelic Host, the Protecting
Angels' Sacred Fire Guard, the Protecting Angels' Sacred Fire Control, and prevent anything that is of destruction touching that which is Perfection within your Land.
Blessed Ones, I might take you into a Secret in My Heart, if you will understand what I have to say. As one who some years ago placed the Crystal Sword within a certain place in the United States of America, I happen to be the Authority. I happen to have placed It, and therefore I happen to be certain Authority for Its Use within the Land. Now when We do these things, it is to establish a Focus of Power which continues to expand and prevent the destructive forces from completing their desecration. So, Blessed Ones, in the hours that are ahead of you, We hope you will come very close to Us; and We can give Assistance in the midst of anything and shut off that which otherwise would cause you distress and under which you would have to struggle.
So in the conditions that the sinister force wishes to impose upon life in this world through war, keep calling the Cosmic Legions, mark you, Cosmic Legions, of the Angelic Host's Sacred Fire so terrific the sinister force dare not even look in Its direction. Hold this around yourselves and call It around your loved ones. Call It around all that is constructive within your borders and let the hordes of evil take the consequence. 'I AM' the Director of that which I offer tonight! And Blessed Ones, call these Legions into action to protect your younger generation; and let Us see how quickly We can turn back the sinister force's evil into itself, until it is self-consumed.
We are offering everything from Our Great Octave of Life. We are using everything the Cosmic Law will permit at this time. But so much must be done through mankind itself before We can use the Boundless Powers that would consume things in an instant. Mankind must awaken. Mankind must desire to go Godward, and mankind must be through with war. And when We have drawn forth that Desire from within life in a certain proportion of the people of this Nation, then We are privileged to produce such Manifestations in the atmosphere as will compel obedience from everybody.
But the people must awaken. The people must desire God. The people must desire to be free from that which depraves and enslaves and degrades them. When that wakens, the Higher Mental Bodies then take Command of the outer selves; and then We can turn to the Light many Life Streams that have been caught in the shadows and have been concerned with destructive conditions and have built those conditions by their own life energy.
This will be the redeeming of many, many Life Streams, and the withdrawing of them from the clutches of the sinister force. So the effect is very far-reaching for the Freedom of the rest of mankind, as well as for the Protection of yourselves and the saving of the Nation from that which is intended. The Legions of the Protecting Angels, the Legions of the Sacred Fire are Beings, My Dear Ones, that wield Power indescribable, and can act in an instant with Power that is always Master over every manifestation in this world.
And I hope you have recognized that there has been some change in the atmosphere over your Land. If you should call for the atmosphere over your Land to be filled and kept filled with the Manifestations of the Sacred Fire, the Sacred Love of the Sacred Fire and the Legions of the Angelic Host, to hold Command and compel Perfection, you will be greatly blessed by making that Call. And 'I AM' sure you will never have cause to regret it. This is not only a Repelling Force. This is a Guarding Presence that takes possession of the atmosphere over a Nation and controls what comes into it. So if you will give Us this opportunity, We will do everything the Cosmic Law permits to forever put an end to the evil mankind has created.
May you go forward, and feel from tonight Our Reality, Our Presence with you, and Our Manifestations of the Sacred Fire that can and will enfold you with that which you require to stand untouched by what will move into destructive conditions to consume them. So go forward and remember: there is not one Call that can come to Us that won't be answered. We are ever present and All-powerful, and all it takes is your love to life that wants Our Blessing and wants Our Power to free life everywhere from distress.
So, Beloved Ones, you who are the Heart of the World, you who are the Heart of America, please feel that the Legions of the Angelic Host whose Sacred Fire guards this Nation are forever with you. May that Power come tonight throughout the Nation until It awakens in all the determination to be free from evil. And if that sweeps even once across the Nation to awaken individuals to the determination to be free from that which seeks to destroy them, then We will move into outer action with unlimited Power; and We will answer every Heart Call with the Fulfilment of the Divine Plan.
Go forward, and forever know We abide with you; and there is closer cooperation between you and this Magnificent Power of Life that the Sacred Fire is wherever you call It into action, and the Legions of the Angelic Host who forever do the Will of that Beloved 'I AM' Presence and the Ascended Host. We enfold you in the Love of the Angelic Host, a Love so great discord can never come your way again. Thank you with all My Heart. | <urn:uuid:445e3cef-156f-4ad9-945a-3cb31882f029> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 17,864 |
Schulverein der Schule auf der Uhlenhorst e.V.
Satzung
§ 1 Name und Sitz
Der Verein führt den Namen "Schulverein der Schule auf der Uhlenhorst e.V." mit Sitz in Hamburg.
§ 2 Zweck
Der Verein mit Sitz in Hamburg verfolgt ausschließlich und unmittelbar gemeinnützige Zwecke im Sinne des Abschnitts „steuerbegünstigte Zwecke" der Abgabenordnung. Zweck des Vereins ist die Förderung der Erziehung und des Sports.
Der Satzungszweck wird verwirklicht insbesondere durch:
1. die Förderung der Aufgaben der Schule in Erziehung und Unterricht durch den Zusammenschluss von Eltern, Lehrern, Schülern, ehemaligen Schülern und Freunden der
Schule. Er will insbesondere die Gemeinschaftserziehung fördern, z.B. Klassenfahrten, Schulveranstaltungen, Schülerwanderungen und Schullandheimaufenthalte. Kindern aus wirtschaftlich schwachen Familien soll durch Zuschüsse die Beteiligung an Schulveranstaltungen ermöglicht werden. Außerdem will der Verein seinen Mitgliedern zusätzliche Möglichkeiten zu sportlicher Betätigung bieten.
2. Der Verein kann auch durch kulturelle Veranstaltungen die Schulgemeinschaft fördern. Diese Veranstaltungen dürfen jedoch im Verhältnis zur übrigen Tätigkeit des Vereins nicht überwiegen.
3. Der Verein ist selbstlos tätig; er verfolgt nicht in erster Linie eigenwirtschaftliche Zwecke.
§ 3 Abteilungen
1. Der Verein hat eine Sportabteilung und eine Abteilung Ganztagsbetreuung.
2. Der Vorstand kann weitere Abteilungen bilden.
3. Die Mitgliederversammlung wählt die Leiter der Abteilungen, deren Amtszeit derjenigen des Vorstandes entspricht. Bis zur Wahl durch die Mitgliederversammlung leitet ein Vorstandsmitglied die Abteilung kommissarisch.
§ 4 Mittel und Vereinsvermögen
1. Die zur Erreichung seines gemeinnützigen Zweckes benötigten Mittel erwirbt der Verein durch
Mitgliedsbeiträge
Überschüsse aus Veranstaltungen
Stiftungen und Zuwendungen jeglicher Art
Sonderbeiträge für Abteilungen des Vereins
Jede Abteilung des Vereins führt ei der Satzung unterliegt.
2. Mittel des Vereins dürfen nur für die satzungsmäßigen Zwecke verwendet werden. Die Mitglieder erhalten keine Zuwendungen aus Mitteln des Vereins. Die Organe des Vereins können die Erstattung ihrer notwendigen Auslagen verlangen. Es darf keine Person durch Ausgaben, die den Zwecken des Vereins fremd sind oder durch unverhältnismäßig hohe Vergütungen begünstigt werden.
3. Verbleiben nach Deckung der zur Erreichung der Vereinszwecke erforderlichen Ausgaben noch Überschüsse, so werden diese einer Rücklage zur Ansammlung eines Zweckvermögens zugeführt. Der Verein kann seine Erträge ganz oder teilweise einer Rücklage zuführen, wenn dies erforderlich ist, um seine satzungsgemäßen Zwecke nachhaltig erfüllen zu können (z.B. zum Erwerb oder zur baulichen Verbesserung eines Schullandheimes; zur Beschaffung größerer Geräte oder Ausrüstungen für die Schule).
§ 5 Eintritt und Mitgliedschaft
1. Mitglied kann werden, wer den Verein in seinen Bestrebungen unterstützen will.
2. Anträge auf Aufnahme sind beim Vorstand schriftlich einzureichen. Über die Aufnahme entscheidet der Vorstand mit einfacher Mehrheit.
3. Die Ablehnung der Aufnahme wird schriftlich mitgeteilt. Sie braucht nicht begründet zu werden.
Der abgelehnte Aufnahmesuchende hat die Möglichkeit, die nächste Mitgliederversammlung anzurufen, die dann abschließend über seinen Aufnahmeantrag entscheidet.
§ 6 Erlöschen der Mitgliedschaft
Die Mitgliedschaft erlischt durch
a) Austritt
b) Ausschluss
c) Tod.
2. Der Austritt ist mit einer einmonatigen Kündigungsfrist zum Quartalsende möglich. Er ist schriftlich zu erklären.
Verlässt ein Kind die Schule, erlischt die Mitgliedschaft ohne besondere Kündigung, sofern nicht die Mitgliedschaft in der Sportabteilung aufrechterhalten bleibt.
3. Ein Mitglied kann ausgeschlossen werden,
a) wenn es länger als drei Monate mit seinen Beiträgen im Rückstand ist und trotz Mahnung nach Ablauf des vierten Monats nicht bezahlt hat. Der Vorstand darf Beiträge auf Antrag stunden;
b) wenn ein Mitglied den Bestrebungen und Zwecken des Vereins wiederholt zuwidergehandelt hat.
4. Über den Ausschluss entscheidet der Vorstand. Der Ausschluss wird dem Betroffenen schriftlich mitgeteilt. Er muss begründet werden. Mit dem Zugang der Mitteilung endet die Mitgliedschaft.
Gegen den Ausschluss kann innerhalb von vier Wochen Widerspruch eingelegt werden, der keine aufschiebende Wirkung hat. Über den Widerspruch entscheidet die Mitgliederversammlung endgültig. Dem Ausgeschlossenen ist bei der Mitgliederversammlung Gelegenheit zur Stellungnahme zu geben.
5. Geleistete Beiträge werden nicht zurückgezahlt.
§ 7 Beiträge
Der Mindestmitgliedsbeitrag wird bei der jährlichen Mitgliederversammlung festgesetzt. Der Beitrag ist jährlich im Voraus zu entrichten.
Das Mitglied hat dem Verein den Beitragseinzug durch Lastschrift zu ermöglichen.
1.
Sonderbeiträge für Abteilungen des Vereins werden nur von denjenigen Mitgliedern erhoben, die sich oder ihre Kinder zu der Abteilung angemeldet haben.
Die Höhe der Sonderbeiträge und ihre Fälligkeit werden vom Vorstand festgesetzt.
§ 8 Vorstand
1. Die Geschäfte des Vereins führt der Vorstand, der sich zusammensetzt aus dem 1. Vorsitzenden und dem 2. Vorsitzenden. Der 2. Vorsitzende ist der/die jeweilige Leiter/-in der Schule auf der Uhlenhorst.
2. e sind berechtigt, den Verein jeweils alleine zu vertreten.
3. Die Vorstandsmitglieder werden alle fünf Jahre von der Mitgliederversammlung gewählt.
4. Die Vorstandsmitglieder sind ehrenamtlich tätig. Sie erhalten lediglich die notwendigen Auslagen erstattet.
5. Zwecken. Er ist beschlussfähig, wenn die Hälfte seiner Mitglieder anwesend sind. Zur Fassung eines Beschlusses bedarf es der einfachen Mehrheit, soweit nicht ausdrücklich etwas anderes bestimmt ist. Bei Stimmengleichheit entscheidet die Stimme des 1. Vorsitzenden.
6. Der Vorstand bleibt so lange im Amt, bis eine Neuwahl erfolgt ist.
§ 9 Geschäftsjahr
Geschäftsjahr ist das Schuljahr.
§ 10 Mitgliederversammlung
1. Die Mitgliederversammlung wird jährlich einmal, und zwar zu Beginn des Geschäftsjahres, vom Vorstand einberufen. Die Einladung ergeht mindestens eine Woche vorher schriftlich mit Bekanntgabe der Tagesordnung.
2. Jede ordnungsgemäß einberufene Mitgliederversammlung ist beschlussfähig.
3. Die Mitgliederversammlung nimmt entgegen:
a) den Tätigkeitsbericht des Vorstandes,
b) den Bericht des Kassenwarts,
c) den Bericht der Kassenprüfer.
Sie erteilt Entlastung.
4. Die Mitgliederversammlung wählt:
a) den Vorstand
b) den Kassenwart
b) zwei Kassenprüfer, die nicht dem Vorstand angehören dürfen.
Gewählt wird durch Mehrheitsbeschluss der anwesenden Mitglieder.
5. Über den Verlauf der Mitgliederversammlung ist eine Niederschrift anzufertigen, die vom 1.
Vorsitzenden zu unterschreiben und von der nächsten Mitgliederversammlung zu genehmigen ist.
6. Außerordentliche Mitgliederversammlungen kann der Vorstand jederzeit einberufen, wenn das Interesse des Vereins es erfordert. Er muss eine solche Versammlung einberufen, wenn sie von mindestens einem Zehntel der Mitglieder schriftlich unter Angabe des Grundes beantragt wird.
§ 11 Kassenprüfung
Die Kassenprüfer prüfen am Ende des Geschäftsjahres die Bücher und die Kasse des Vereins. Sie können in der Zwischenzeit unangekündigt Zwischenprüfungen vornehmen.
Sie erstatten Berichte an den Vorstand und an die nächste Mitgliederversammlung.
§ 12 Auflösung des Vereins
1. Die Auflösung des Vereins kann nur in einer zu diesem Zweck einberufenen Mitgliederversammlung beschlossen werden.
2. Zu dem Auflösungsbeschluss ist eine Dreiviertelmehrheit der abgegebenen Stimmen erforderlich.
§ 13
Verwendung des Vereinsvermögens bei Auflösung des Vereins
Bei Auflösung oder Aufhebung des Vereins oder bei Wegfall steuerbegünstigter Zwecke fällt das Vermögen an die Freie und Hansestadt Hamburg, vertreten durch die Behörde für Schule, Jugend und Berufsbildung - Amt für Schule - Referat Schulfürsorge, mit der Maßgabe der unmittelbaren und ausschließlichen Verwendung für gemeinnützige Zwecke zugunsten der Schüler des Wohnbezirks.. Es kann auch einem anderen Verein zur Verfügung gestellt werden, sofern das zuständige Finanzamt hierzu seine Einwilligung erteilt und der gemeinnützige Charakter dieses Vereins anerkannt ist.
§ 14 Satzungsänderungen
1. Der Vorstand ist ermächtigt, einstimmig redaktionelle Satzungsänderungen zu beschließen, insbesondere wenn solche Satzungsänderungen von dem Vereinsregister oder dem Finanzamt gefordert werden. Der Vorstand ist verpflichtet, den Mitgliedern in der dem Beschluss folgenden Mitgliederversammlung über die nach dieser Vorschrift vorgenommene Satzungsänderung zu berichten.
2. Alle sonstigen Beschlüsse über Satzungsänderungen erfordern die Zustimmung von zwei Dritteln der Mitglieder der Mitgliederversammlung oder einer außerordentlichen Mitgliederversammlung. Soweit die Satzungsänderung die Zwecke des Vereins oder seine Vermögensverwendung betrifft, ist vor der Beschlussfassung die Einwilligung des Finanzamtes einzuholen.
Beschlossen durch die Mitgliederversammlung am 19.03.2015 | <urn:uuid:e24b5a3f-30bb-4ad3-b4cc-7c9ef7dc60f2> | HuggingFaceFW/finepdfs/tree/main/data/deu_Latn/train | finepdfs | deu_Latn | 9,080 |
Suomen kauneimmat varaavat takat
Uunisepät
Peruspaketti on teknisesti ja sisustuksellisesti erinomainen valinta
- Sirot ja hyvänäköiset hormit.
- Steel Ø 250 mm / Steel Air Ø 300 mm.
- Harkkohormit 320x320 mm.
- Hallittu korvausilma tulisijalle hormin kautta.
Vaihtoehtona korvausilma seinän tai alapohjan kautta.
- Tiivis korvausilmakasetti rst, ilman kondensioriskiä.
- Tuplakierto ja sytytyspelti.
- Tiivis sulkupelti, takka ei toimi tuloilmakanavana.
- Takan runko on raskas ja hyvin varaava, valmistettu murskatusta Oliviinikivistä.
- CE merkityt tuotteet.
- Hyvän näköiset ja sirot sävyteräluukut useissa metallinsävyissä.
- Takan pintamateriaalit laadukkaita ja help-pohoitoisia.
- Palomuuri ja korvausilma takan sisään rakennettuja.
- Kompaktit ratkaisut säästävät kodin neliöitä.
IKI-hormi Air toimintaperiaate
Hormissa palamisilma tuodaan ulkoa.
Ilma johdetaan integroidun palomuuriin sisässä -> näkymätön ratkaisu.
Tulisija on varustettu täysin tiivillä korvausilman sulku pellillä.
Korvausilma takkaan hormin kautta
Ulkomitta: 320x320 mm
Sisäputki ø 160 mm
Markkinoiden siroin hormi!
Smooth Air
Korvausilma Savukanava
Korvausilma
Varaavat takat ja hormit
Tyyliä ja uutta innovaatiota
Valtakunnallinen asentajaorganisaatio
Lisätietoja:
Janne Nielikäinen
email@example.com
Anssi Kontinen
firstname.lastname@example.org | 6ca547ed-2629-4a5c-aeca-82b86281c2a7 | HuggingFaceFW/finepdfs/tree/main/data/fin_Latn/train | finepdfs | fin_Latn | 1,363 |
SÚHRNNÝ NÁVRH POISTNEJ ZMLUVY
(PP01)
Informácie pre účely správy poistenia
Oprávnený zástupca poisťovateľa:
| Zákaznícke číslo 1: | 00001988 | Obchodné meno: | Gabriel Kajtor |
|---------------------|----------|----------------|----------------|
| MA číslo: | | MA meno: | |
| Priezvisko a meno oprávneného zástupcu poisťovateľa: | Kajtor Gabriel | Telefónny kontakt: | +421905461790 |
| Zákaznícke číslo 2: | | Obchodné meno: | |
| Podiel na provízi [%]: | / |
Poznámka: E-mail zástupcu poisťovateľa: firstname.lastname@example.org, uw.M.Vranová
UW: Mária Vranová
Vyhlásenie oprávneného zástupcu poisťovateľa: Vyhlasujem, že som overil totožnosť klienta podľa dokladu totožnosti.
oprávnená osoba číslo 1:
| Meno: | Barnabás | Titul: | Ing. |
|-------|----------|--------|------|
| Priezvisko: | Molnár | Funkcia: | riaditeľ školy |
| Rodné číslo: | 6807257149 | Preukaz totož. č.: | HD866556 |
| Bydlisko: | Nová osada 315/16 Balog nad Iplom | PSČ: | 99111 |
oprávnená osoba číslo 2:
| Meno: | |
|-------|--------|
| Priezvisko: | |
| Rodné číslo: | |
| Bydlisko: | |
Allianz - Slovenská poisťovňa, a.s.
pobočka Lučenec
984 33 Lučenec
Gabriel KAJTOR / 1988
Kiarov 2, 991 31 Vrbovke
tel.: 047/4831615
mobil: 0905461790
oprávnený zástupca poisťovateľa
Súhrnný návrh poistnej zmluvy
Poistná zmluva je uzavretá podpisom tohto návrhu oboma zmluvnými stranami
☐ Nová poistná zmluva
☐ Zmena poistnej zmluvy číslo
☐ Náhrada poistnej zmluvy
Nahrádzaná poistná zmluva zaniká dňom, ktorý predchádza dňu vzniku poistenia, uvedenému v tejto poistnej zmluve.
Dôvod zmeny/náhrady:
Poistovateľ
Allianz - Slovenská poistovňa, a. s.,
Dostojevského rad 4,
815 74 Bratislava 1, Slovenská republika,
Bankové spojenie: SK17 1100 0000 0026 2600 6702 BIC: TATRSKBX
Zapisaná v Obch. registri Okr. súdu Bratislava I,
Oddiel: Sa, Vložka číslo 196/B
IČO: 00 151 700
IČ DPH: SK2020374862, DiČ: 2020374862
Poistník
Obchodné meno:
ZŠ Arnolda Ipolyiho s vyuč. jazykom maďarským
IČO: 37833812
Zapisaná: ☐ v Obchodnom registri SR ☐ v Živnostenskom registri SR ☒ iné
DIČ: 2021672268
Vedenom kym: ☐
Číslo:
Sídlo
Ulica a popisné č.: Hlavná 294
PSČ: 99111
Sídlo: Balog nad Ipľom
Zastúpený oprávnenou osobou č. 1
Meno: Barnabás
Titul: Ing.
Priezvisko: Molnár
Funkcia: riaditeľ školy
Zastúpený oprávnenou osobou č. 2
Meno:
Titul:
Priezvisko:
Funkcia:
Korešpond. adresa
Ulica a popisné č.:
Telefónny kontakt: +421907755782
Poistený (vyplňte, ak sa líši od poistníka)
Obchodné meno:
IČO/RIČ:
Zapisaná: ☐ v Obchodnom registri SR ☐ v Živnostenskom registri SR ☐ iné
DIČ: Vedenom kym: ☐
Číslo:
Č. bank. účtu:
Sídlo
Ulica a popisné č.:
PSČ: Sídlo:
Vyhlásenie poistníka
a) Beriem na vedomie povinnosť bezodkladne oznámit poistovateľovi všetky zmeny údajov v tomto návrhu poistnej zmluvy a prílohách.
b) Vyhlásiam, že som bol pred uzavretím poistnej zmluvy oboznámený s Všeobecnými poistnými podmienkami, Zmluvnými dojednaniami a prílohami, ktoré sa vzťahujú k dojednanému poisteniu a tvoria jeho neoddeliteľnú súčasť. Potvrdzujem, že som príslušné dokumenty osobne obdržal.
c) Vyhlásiam, že všetky moje odpovede na písomné otázky poistovateľa ohlade poistenia sú úplné a pravdivé.
d) Svojím podpisom potvrdzujem, že mi boli poistkytné informácie vyplývajúce z platných právnych predpisov upravujúcich ochranu osobných údajov v dokumente Oznámenie o spracúvaní osobných údajov, ktoré je súčasťou tejto poistnej zmluvy. Uvedené informácie sú v úplnom znení uvedené na webovom sídle poistovateľa. Pre prípad, že som uvedol osobné údaje inej osobe zároveň potvrdzujem, že táto osoba mi udělila predchádzajúci písomný súhlas so spracúvaním svojich osobných údajov poistovateľom na účely podľa platného zákona o poistnictve a som si vedomý toho, že som povinný preukázať poistovateľovi kedykoľvek na jeho žiadosť, že disponujem uvedeným písomným súhlasom tejto osoby.
e) Poistnú zmluvu uzavieram vo vlastnom mene ☒ ANO, ak ☐ NIE, v tom prípade je súčasťou poistnej zmluvy tlačivo: Preukázanie rozsahu starostlivosti
f) Vyhlásiam, že horeuvedená e-mailová adresa môže byť akceptovaná poistovateľom pre účely netechnických zmien v poistnej zmluve (t.j. zmien, ktoré nemajú vplyv na výšku poistného).
g) Pokiaľ je táto poistná zmluva predmetom verejného obstarávania, týmto prehlásiam, že v rámci tohto zrealizovaného verejného obstarávania som vykonal opatrenia potrebné k tomu, aby nedošlo ku konfliktu záujmov, ktorý by mohol narušiť alebo obmedziť hospodársku súťaž alebo porušiť princíp transparentnosti a princíp rovnakého zobraňovania v zmysle ustanovení § 23 ods. 1 zákona č. 343/2015 Z.z. o verejnom obstarávaní a o zmene a doplnení niektorých zákonov v znení neskorších predpisov.
h) Sam si vedomý, že cena uvedená v tejto poistnej zmluve je kalkulovaná vrátane peňažného plnenia v zmysle § 32 zákona č. 186/2009 Z.z. Cena je stanovená v zmysle Zákona č. 18/1996 Z.z.
Sankčná doložka
Poistovateľ na základe tejto poistnej zmluvy neposkytne poistnú ochranu (poistné krytie) pre podnikateľské ani žiadne iné aktivity, vrátane poistnej ochrany (poistného krytie) majetku, osob alebo zadovodnosť zo škodu ani osoby, ani neposkytne žiadne poistné alebo iné plnenie alebo inú výhodu, pokiaľ by (i) takto poistná ochrana (poistné krytie) a/alebo (ii) takéto podnikateľské alebo iné aktivity alebo (iii) takéto poistné plnenie alebo iné plnenie alebo iná výhoda poistovateľa vystihol hrozbe sankcií, zakázaní, obmedzení alebo porušení vyplývajúcich z rozhodnutí Organizácie spojených národov a/alebo z obchodných alebo ekonomických sankcií, práva alebo predpisov Európskej unie, Spojeného kráľovstva alebo Spojených štátov amerických a/alebo by takýmto spôsobom došlo k porušeniu akejkoľvek inej príslušnej ekonomickej alebo obchodnej sankcie vyplývajúcej zo všeobecne záväzného právneho predpisu Slovenskej republiky.
| Rekapituláci a poistného | Počet príloh | Druh poistenia | Poistné pred zľavou | Poistné po zľave |
|-------------------------|-------------|---------------|---------------------|------------------|
| 1 | 1 | Poistenie majetku | 29,05 EUR | 23,24 EUR |
| 1 | 1 | Poistenie strojov - technické riziká | 154,77 EUR | 123,82 EUR |
| 0 | 0 | Poistenie prerušenia prevádzky | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie nákladu | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie vozidiel autosalónov | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie hospodárskych zvierat | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie plodín | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie všeobecnej zodpovednosti za škodu | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie zodpovednosti za environmentálnu škodu | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie zodpovednosti za škodu cestného dopravcu | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie zodpovednosti za škodu - lekári | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie zodpovednosti za škodu - ekon., právne profesie | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie zodpovednosti za škodu - IT | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Poistenie bytových domov | 0,00 EUR | 0,00 EUR |
| 0 | 0 | Stavebné poistenie | 0,00 EUR | 0,00 EUR |
Výpočet poistného
Obchodná zľava: 10% + Bonus*: 10% = 20%
Celkové poistné s daňou**:
Minimálne poistné s daňou**:
Bežné poistné
- [x] ročná splátka
- [ ] polročné splatky
- [ ] štvrtročné splatky
Poistné (splátka) + Daň z poistenia (splátka)**: 136,16 EUR + 10,89 EUR
Jednorazové poistné
- [ ] splátka naraz
Poistné (splátka) s daňou k úhrade**:
Poistné obdobie:
- [x] bežný rok
- [ ] kalendárny rok
Výročný deň (deň a mesiac): 01.04
Ak nie je vyplnený, výročným dňom je prvý deň dojednaného poistného obdobia.
Vznik / zmena a zánik poistenia
Vznik poistenia / Zmena poistenia od 01.04.2020 00:00 hodín
- [x] Poistenie je dlhodobé na dobu neurčitú. (Poistné obdobie je 1 rok.)
- [ ] Poistenie je na dobu určitú do:
Údaje pre platbu poistného
Bankové spojenie: SK17 1100 0000 0026 2600 6702 BIC: TATRSKBX
Pre platbu prvého poistného uvádzajte ako variabilný symbol číslo tohto návrhu na poistenie (uvádené vyššie). Pre platbu následného poistného uvádzajte ako variabilný symbol číslo poistnej zmluvy, ktoré Vám bude oznámené na tlačive Poistka. Bežné poistné je splatné prvým dňom poistného obdobia a jednorazové poistné dňom vzniku poistenia. V prípade dojednania platenia bežného poistného vo forme ročných/polročných/štvrtročných splatok, prvá splátka poistného je splatná v deň vzniku poistenia. Každá ďalšia splátka poistného je splatná v deň, ktorý sa svojím číselným označením zhoduje s výročným dňom poistenia, a to dvanaštého/šiesteho/tretieho mesiaca nasledujúceho po splatnosti predchádzajúcej splatky poistného. V prípade dojednania platenia jednorazového poistného vo forme individuálnych splatok sú splatky splatné v dojednaných termínoch splatnosti.
Miesto uzavretia poistnej zmluvy/zmeny poistnej zmluvy
Dátum uzavretia poistnej zmluvy/zmeny poistnej zmluvy 31.03.2020
poistník oprávnená osoba č. 1
Barnabás Molnár
Základná škola Arnolda Ipolyiho
s vyučovacím jazykom maďarským
Ipolyi Arnold Alapiskola
Hlavno 29/A
Balog nad Iprom - Ipolybogl
oprávnený zástupca
Gabriel Kajtor
**Poistenie majetku**
**Miesto poistenia:**
- Ulica č.: Hlavná 294
- Miesto: Balog nad Iplom
- PSČ: 99111
**Dotazník:**
1. Miesto poistenia sa nachádza: ☒ vo vnútri obce ☐ v priem. zóne ☐ na okraji obce ☐ na samotne
2. Bola v mieste poistenia povodeň v uplynulých 10 rokoch častejšie ako jedenkrát? ☐ áno ☒ nie
3. Bol v minulosti v mieste poistenia alebo v jeho bezprostrednej blízkosti zaznamenaný zosuv pôdy? (Ak áno, výluka podľa VPP-N.) ☐ áno ☒ nie
4. Je k poisteniu budove, alebo k budove v ktorej sú uložené poistované hnutelné veci vydané rozhodnutie o odstránení stavby? ☐ áno ☒ nie
5. Je v poistenej budove viac ako 50 % nevyužívanej plochy, alebo je budova viac ako 1 mesiac neobývaná/nepoužívaná, alebo sa poistované hnutelné veci nachádzajú v takejto budove? ☐ áno ☒ nie
6. Má poistená budova alebo budova, v ktorej sú uložené poistené veci, požiarnu odolnosť C, alebo je podiel horľavej konštrukcie väčší ako 50 % ? ☐ áno ☒ nie
7. Je poistená budova alebo budova, v ktorej sú uložené poistené veci, vo výstavbe, v rekonštrukcii, alebo na svoj účel nepoužívané? ☐ áno ☒ nie
8. Je miesto poistenia s nočným osvetlením/oplitením, alebo je prístup do miesta poistenia tvrdo (24 hod. denne) kontrolovaný (vratník, strážnik, SBS)? ☐ áno ☒ nie
9. Je v budove funkčná elektrická požiarna signalizácia s napojením na miesto pod stálu kontrolou osoby schopnej reagovať na prijaté hlásenie? ☐ áno ☒ nie
10. Sú v poistenej budove/prevádzke inštalované sprinklerové hasiace zariadenia? ☐ áno ☒ nie
11. Je prevádzka dlhšie ako 1 mesiac nevyužívaná na svoju činnosť? ☐ áno ☒ nie
12. Sú poistené veci umiestnené v stavebných bunkách, nafukovacích halách alebo stanoch? ☐ áno ☒ nie
13. Sú poistené veci (okrem vozidiel) umiestnené aj mimo budovy, na voľnom priestranstve? ☐ áno ☒ nie
14. Dojednáva sa poistenie výberu vecí? ☒ áno ☐ nie
15. Je v prevádzke inštalovaný kamerový systém so záznamom a jeho archiváciou? ☐ áno ☒ nie
16. Zabezpečenie priestorov prevádzky proti krádeži v čase dojednania poistenia, posúdené podľa najslabšieho zabezpečeného miesta (definície v čl. 9 ZD-M):
- Mechanické ☒ základné ☐ rozšírené ☐ špeciálne
- Elektrická zabezpečovacia signalizácia (EZS) (vývod signálu): ☐ bez EZS ☐ lokárný ☒ ATV ☐ PCO
17. Uloženie cenností v zabezpečenom priestore a rasyše:
- vo vlastnom trezore, min. s 1 trezorovým zámkom a min. hmotnosťou 300 kg alebo pevné zabudovanom do podlahy/steny tak, že ho nie je možné odnieť bez otvorenia
- v certifikovanom trezore I. st. alebo min. II. st. odolnosti podľa STN EN 1143-1 o min. hmotnosti 300 kg alebo pevné zabudovanom do podlahy alebo steny tak, že ho nie je možné odnieť bez otvorenia, minimálne s jedným trezorovým zámkom
---
**Predmet poistenia:**
### a) Poistenie budov - predmet poistenia
| Číslo listu vlastníctva: | Katastrálne územie: |
|-------------------------|---------------------|
| ☐ budova | |
| ☐ časť budovy | |
| ☐ stav. úpravy | |
| Objekt č. | Popis (číslo JKSO príp. KS) | Poistná suma [EUR] |
|-----------|----------------------------|--------------------|
| | | a1) |
| Rok uvedenia do prevádzky/celkovej rekonštrukcie: | Vedľajšie budovy, stavby, technologické zariadenia, nezahrnuté v poistnej sume objektu: |
|--------------------------------------------------|----------------------------------------------------------------------------------------|
| | |
| Spôsob využitia stavebného objektu | kód činnosti: |
|----------------------------------|---------------|
| (podiel plochy jednotlivých prevádzok na celkovej ploche) | a2) |
| ☐ ≥ 50 % .......................................................... | a3) |
| ☐ do 49 % .......................................................... | a4) |
| ☐ do 25 % .......................................................... | Celková plocha objektu (m²): ............... alebo obstavaný priestor (m²): ............ |
### b) Poistenie hnutelných vecí - predmet poistenia
| Predmet poistenia: | 1. Výrobne a prevádzkové zariadenia (vlastné a cudzie) | 2. Zásoby (vlastné a cudzie) | 3. Veci zamestnancov počet zamestnancov: | Spolu [EUR] |
|---------------------|------------------------------------------------------|-----------------------------|------------------------------------------|-------------|
| Poistná suma v novej hodnote (EUR) | 6 754,80 | | | b1) 6 754,80 |
| Poistná suma v časovej hodnote (EUR) | | | | b2) 0,00 |
| Druh prevádzkovej činnosti: školy, škôlky | kód činnosti: 81000 |
|------------------------------------------|---------------------|
| Bezpečnostná trieda pre krádež: 2 Poznámka: požadované podmienky zabezpečenia pre prípad krádeže sú uvedené v čl. 8 ZD-M |
| Riziková zóna pre krádež: ☐ I. ☐ II. ☐ III. |
### a) Poistenie budov - výpočet poistného
| Základné poistenie: | Celková poistná suma: | EUR |
|---------------------|-----------------------|-----|
| súčet a1), a2), a3), a4) | | |
| v novej hodnote | | |
| v časovej hodnote | | |
| Poistené riziko: | požiar | voda | víchrica | živel | ostatné |
|------------------|--------|------|----------|-------|---------|
| sadzba [%]: | | | | | |
| poistné [EUR]: | | | | | |
| spoluúčast [EUR]:| | | | | |
| Poistné spolu [EUR] | |
|---------------------|---|
#### Prirážky / zľavy:
**Prirážky/zľavy (uplatňujú sa iba pre poistnú sumu nad 200 000 EUR)**
(poistné za prirážku sa uvádza s kladnou, za zľavu so zápornou hodnotou)
1. Viac ako 50 % nevyužívané plochy budovy, resp. budova viac ako 1 mesiac neobývaná/nepoužívaná (otázka č 5 dotazníka)
- prirážka [%]:
- poistné [EUR]:
2. Budova vo výstavbe, v rekonštrukcii alebo na svoj účel nepoužívaná (otázka č 7 dotazníka)
- prirážka [%]:
- poistné [EUR]:
3. Zabezpečenie budovy, stráženie budovy (otázka č 8 dotazníka)
- zľava [%]:
- poistné [EUR]:
4. Ochrana pred požiarmi - EPS, sprinklery (otázky č 9 a 10 dotazníka)
- zľava [%]:
- poistné [EUR]:
5. Zlomkové poistenie - limity plnenia: (čl.6 ods. 6 ZD-M)
- voda: _______ % z poistnej sumy, t.j. ________________ EUR
- víchrica: _______ % z poistnej sumy, t.j. ________________ EUR
- zľava [%]:
- poistné [EUR]:
6. Zľava za vyššiu spoluúčast:
- zľava [%]:
- poistné [EUR]:
**Poistné za prirážky/zľavy:**
**Základné poistné za časť a) poistenie budov:**
### b) Poistenie hmotelných vecí - výpočet poistného
| Základné poistenie: | Celková poistná suma: | 6 754,80 EUR |
|---------------------|-----------------------|---------------|
| súčet b1), b2) | | |
| Poistené riziko: | požiar | voda | víchrica | krádež | živel | ostatné |
|------------------|--------|------|----------|--------|-------|---------|
| sadzba [%]: | 0,38 | 0,18 | 0,10 | 2,84 | 0,50 | 0,30 |
| poistné [EUR]: | 2,57 | 1,22 | 0,68 | 19,18 | 3,38 | 2,03 |
| spoluúčast [EUR]:| 50,00 | 50,00| 50,00 | 50,00 | 50,00 | 50,00 |
| Poistné spolu [EUR] | 29,05 |
#### Prirážky / zľavy:
**Prirážky/zľavy (uplatňujú sa iba pre poistnú sumu nad 100 000 EUR)**
(poistné za prirážku sa uvádza s kladnou, za zľavu so zápornou hodnotou)
1. Umiestnenie poistených vecí (otázky č 7, 11, 12 a 13)
- sadzba [%]:
- poistné [EUR]:
2. Poistenie výberu vecí (otázka č 14)
- prirážka [%]:
- poistné [EUR]:
3. Rozšírenie miesta poistenia pre pojazdné prac. stroje a strojné/elektron. zariadenie prenosné alebo zabudované vo vozidle na území: SR +, H, PL, CZ, A, EU, iné
- prirážka [%]:
- poistné [EUR]:
4. Zabezpečenie prevádzky, stráženie prevádzky (otázka č 8)
- zľava [%]:
- poistné [EUR]:
5. Ochrana pred požiarmi - EPS, sprinklery (otázky č 9 a 10)
- zľava [%]:
- poistné [EUR]:
6. Zabezpečenie proti krádeži (otázky č 15, 16 a 17)
- zľava [%]:
- poistné [EUR]:
7. Zlomkové poistenie - limity plnenia: (čl.6 ods. 6 ZD-M)
- voda: _______ % z PS, t.j. ________________ EUR
- víchrica: _______ % z PS, t.j. ________________ EUR
- krádež: _______ % z PS, t.j. ________________ EUR
- zľava [%]:
- poistné [EUR]:
8. Zľava za vyššiu spoluúčast:
- zľava [%]:
- poistné [EUR]:
**Poistné za prirážky/zľavy:**
**Základné poistné za časť b) poistenie hmotelných vecí:**
29,05
### c) Pripoistenia
| Poistená suma [EUR] (zvyšenie horné hranice plnenia) | Poistené riziko (riziko, za ktoré je pre dané pripoistenie stanovené poistné) | Poistné spolu [EUR] |
|-----------------------------------------------------|--------------------------------------------------------------------------|---------------------|
| | požiar | voda | vichrica | krádež | živel | ostatné |
| 1. Vyprávacie náklady | + | sadzba [%] | | | | |
| | | poistné [EUR] | | | | |
| 2. Stavebné súčasti budov/krádež, vandalizmus | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 3. Zvanku buď na ústredné predmety | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 4. Demontáž, remontáž nepoškodených stavebných súčastí | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 5. DPH (iba ak poistený je platcom DPH) | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 6. Cennosti v trezore | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 7. Cennosti pri preprave | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 8. Umelecké predmety | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 9. Výstavné modely | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 10. Obrová dát | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 11. Výmena zármkov vstup. dverí po strate kľúča | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 12. Spätne vystúpenie vody | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 13. Škody spôsobené únikom vody zo strešných žlabov a vonkajších zvodov | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 14. Náklady na uniknuté médium | + | sadzba [%] | — | — | — | — |
| | | poistné [EUR] | — | — | — | — |
| 15. | | sadzba [%] | | | | |
| | | poistné [EUR] | | | | |
| 16. | | sadzba [%] | | | | |
**Poistné za časť c) pripoistenia:** 0,00
### d) Poistenie skla
| Poistná suma [EUR] | Sadzba [%] | Poistné spolu [EUR] |
|--------------------|------------|---------------------|
| | | |
Pripoistenie firiemných štítov, povrchovej úpravy zasklenia, províznej opravy zasklenia, lešenie a iné stavebné prostriedky, de-/remontáž stavebných súčasti (čl. 10 ods. 6 pism. b) až f) VPP-M)
**Spoluúčasť [EUR]:**
**Zložka za dojednanú spoluúčasť [%]:**
**Poistné za časť d) poistenie skla:** 0,00
### Súhrnné poistné za časti a), b), c), d):
(poistné za celú prílohu) 29,05
---
**Obsah poistenia upravujú:**
Všeobecné poistné podmienky pre poistenie majetku právnických a podnikajúcich fyzických osôb, účinné od 1.5.2012 (dalej len "VPP-M")
Zmluvné dojednania pre poistenie majetku, účinné od 1.1.2015 (dalej len "ZD-M"),
Dolážky: ...............................................................................................................................
a dokumenty: ..........................................................................................................................
**Vznik / zmena poistenia**
Vznik/zmena poistenia na tejto prílohe od 01.04.2020 00:00 hod.
Dátum uzavretia poistenia/zmeny poistenia na tejto prílohe 31.03.2020
**Poistenie strojov a elektroniky - technické riziká**
**Údaje o mieste poistenia:**
(ak sú poistené aj stacionárne stroje a zariadenia)
| Ulica č.: | Hlavná 294 |
|-----------|-------------|
| Miesto: | Balog nad Ipľom |
| PSČ: | 99111 |
| Kód činnosti: | 81000 |
**Poistenie súboru:**
| Poistenie súboru | Spoluúčasť [%], min. EUR] | Poistná suma [EUR] (vlastné a cudzie stroje užívané na zákade zmluvy) | Základná sadzba [%] | Základné poistné [EUR] |
|------------------|--------------------------|---------------------------------------------------------------|---------------------|------------------------|
| Rozšírenie miesta poistenia: | OSR | EU | iné: |
**Prirážky/zľavy:** (poistné za prirážku sa uvádzajú s kladnou, za zľavu so zápornou hodnotou)
(specifikácia)
| Prirážka/zľava | Prirážka/zľava [%] | Prirážka/zľava [EUR] |
|----------------|-------------------|----------------------|
| 1. Zľava/prirážka za vyššiu/nižšiu spoluúčasť | | |
| 2. Prirážka za rozšírenie územnej platnosti | | |
| 3. Sú poistené aj notebooky, mobilné telefóny, endoskopy, lasery, kamery, fotoaparáty, iná spotr. elektronika? | ☐ áno ☐ nie | |
| 4. Sú súčasťou súboru stroje staršie ako 20 rokov? | ☐ áno ☐ nie | |
| 5. Tvoria prenosné zariadenia viac ako 40% z poistnej sumy súboru, alebo je ich hodnota viac ako 20 000 EUR? | ☐ áno ☐ nie | |
| 6. Poskytujú sa poistené stroje a zariadenia na prenájom tretím osobám? | ☐ áno ☐ nie | |
**Pripoistenia:**
| Pripoistenia: (specifikácia) v základnom poistení sú kryté do 1 000 EUR náklady uvedené v čl. 4 ZD-SE | Poistná suma [EUR] | Sadzba [%] | Poistné za pripoistenie [EUR] |
|-------------------------------------------------------------------------------------------------|-------------------|------------|-------------------------------|
| 1. | | | |
| 2. | | | |
**Spolu poistné za poistenie súboru strojov a elektroniky:**
| Poistenie výberu: | Rok výroby | Poistná suma [EUR] (vlastné a cudzie stroje užívané na zákade zmluvy) | Základná sadzba [%] | Rozšírenie miesta poistenia [SR/EU iné] | Prenájom strojov a zariadení | Prirážky/zľavy za | Výsledné poistné [EUR] |
|-------------------|------------|------------------------------------------------------------------|--------------------|----------------------------------------|-----------------------------|-------------------|---------------------|
| ☑ Poistenie výberu (podľa zoznamu) | | | | | | | |
| Por. č. | Názov (specifikácia) | Vyrobené číslo/ECV | Kód sadzby | Spoluúčasť [%], min. EUR] | Poistné [EUR] | | | |
| 1. | Interaktívna tabuľa + dataprojektor IWBRD18527980126;FDX28192 | 2019 | 1 398,00 | 30,00 | ☐ áno | 0,00 | 0,00 | 0,00 | 41,94 |
| | | 9023 | 200 | 41,94 | ☒ nie | 0,00 | 0,00 | 0,00 | |
| 2. | Notebook - HP250G7+SW CND9427M15 | 2019 | 750,00 | 30,00 | ☐ áno | 0,00 | 0,00 | 0,00 | 22,50 |
| | | 9008 | 200 | 22,50 | ☒ nie | 0,00 | 0,00 | 0,00 | |
| 3. | Vizuálizér - Document Camera - 5200A28B0363 | 2019 | 264,00 | 10,00 | ☐ áno | 30,00 | 0,00 | 0,00 | 3,43 |
| | | 9019 | 50 | 2,64 | ☒ nie | 0,79 | 0,00 | 0,00 | |
| 4. | Interaktívna tabuľa + Dataprojektor IWBRD18527980127;FDX28192 | 2019 | 1 398,00 | 30,00 | ☐ áno | 0,00 | 0,00 | 0,00 | 41,94 |
| | | 9023 | 200 | 41,94 | ☒ nie | 0,00 | 0,00 | 0,00 | |
| 5. | Interaktívny projektor+projecná WDW771USTI9390183 | 2019 | 1 798,80 | 10,00 | ☐ áno | 0,00 | 0,00 | 0,00 | 17,99 |
| | | 9019 | 200 | 17,99 | ☒ nie | 0,00 | 0,00 | 0,00 | |
| 6. | Multifunkčné zariadenie - Brother E78321H9N126876 | 2019 | 396,00 | 8,68 | ☐ áno | 30,00 | 0,00 | 0,00 | 4,47 |
| | | 9005 | 50 | 3,44 | ☒ nie | 1,03 | 0,00 | 0,00 | |
| 7. | Notebook - HP250 G7 CND9427M04 | 2019 | 750,00 | 30,00 | ☐ áno | 0,00 | 0,00 | 0,00 | 22,50 |
| | | 9008 | 200 | 22,50 | ☒ nie | 0,00 | 0,00 | 0,00 | |
| 8. | | | | | | | | |
| 9. | | | | | | | | |
| 10. | | | | | | | | |
**Poistná suma spolu [EUR]:** 6 754,80
**Spolu poistné za poistenie výberu strojov a elektroniky:** 154,77
**Poistné podmienky**
Obsah poistenia upravujú:
Všeobecné poistné podmienky pre poistenie strojov a elektroniky právnických a podnikajúcich fyzických osôb, účinné od 1.5.2012 (ďalej len "VPP-SE"). Zmluvné dojednania pre poistenie strojov a elektroniky, účinné od 1.1.2015 (ďalej len "ZD-SE"). Doložky: ................................................................. a dokumenty.
**Vznik/zmena poistenia**
Vznik/zmena poistenia na tejto prílohe od 01.04.2020 00:00 hod.
Dátum uzavretia poistenia/zmeny poistenia na tejto prílohe 31.03.2020 | 178daefa-96de-46c9-b40c-57e400c14ed9 | HuggingFaceFW/finepdfs/tree/main/data/slk_Latn/train | finepdfs | slk_Latn | 30,351 |
Međunarodni istraživački centar za kasnu antiku i srednji vijek International Research Center for Late Antiquity and Middle Ages
Motovun
V. međunarodni kolokvij 5 th International Colloqium
LITURGIJSKE INSTALACIJE OD KASNE ANTIKE DO RAZDOBLJA GOTIKE
Liturgical Installations from Late Antiquity to the Gothic Period
Motovun, 29-31. svibnja 1998. Motovun, May 29-31th 1998.
Znanstveni odbor / Scientific committee Noël DuvaL Igor Fisković Miljenko Jurković Fulvio Zuliani
Organizacijski odbor / Organisation committee Miljenko Jurković Ivan Matejčić Danko ZELlĆ
PROGRAM / PROGRAMME
ČETVRTAK, 28. svibnja 1998.
Thursday, May 28lh 1998.
Dolazak sudionika / Arrival of the participants
20.00 Večera /
Dinner
21.30 Prezentacija 4. broja časopisa Hortus Artium Medievalium Presentation of the 4th issue of Hortus Artium Medievalium
PETAK, 29. svibnja 1998. Friday, May 29th 1998.
09.30 Otvaranje skupa-Opening of the Colloqium
10.00 Prva sesija I First Session (Predsjedavajući / Chairmen: Noel Duval, Igor Fisković)
Noel Duval (Paris), Installations liturgiques a l'epoque paleochretienne - Introduction / Liturgijske instalacije ranokršćanskog razdoblja - Uvodno izlaganje
Catherine Metzger (Paris), Installations liturgiques en Gaule / Liturgijske instalacije u Galiji
11.30 Stanka I Pause
11.45 Jasna Jeličić-Radonić (Split), Ranokršćanska arhitektura rimske provincije Dalmacije / Early Christian Architecture of the Roman Province of Dalmatia
Giuseppe Cuscito (Trieste), L'arredo liturgico nelle basiliche paleochristiane della Venezia orientale / Liturgijski namještaj u ranokršćanskim bazilikama istočnog dijela venetslcog područja
Clementina Rizzardi (Bologna), L'impianto liturgico nelle chiese ravennati (V-VI secolo) / Liturgijske sheme ravenatskih crkava (V-VI. stoljeće)
Diskusija / Discussion
13.30 Objed/Lunch
15.00 Druga sesija / Second Session (Predsjedavajući / Chairmen: Noel Duval, Igor Fisković)
Massimiliano David (Milano), L'arredo liturgico nelle chiese dell'Italia nord-occidentale tra IV e VI secolo / Liturgijski namještaj u crkvama sjeverozapadne Italije od IV. do VI. stoljeća
Pascale Chevauer (Clermont-Ferrand), Les installations liturgiques des V-VT s. en Istrie / Liturgijske instalacije V. i VI. stoljeća u Istri Anne Michel (Brest), Les installations liturgiques des eglises de la Jordanie / Liturgijske instalacije crkava u Jordaniji
Jacques Bujard (Neuchatel), Amenagements liturgiques en Jordanie, le cas des eglises geminees de Kastron Mefaa/Umm er. Rasas /
Liturgijska oprema u Jordaniji: primjerdvostrukih crkava u Kastron Mefaa/Umm er. Rasas
17.00 Stanka / Pause
17.45 Nino Novak (Rijeka), Svetište ranokršćanske crkve u Mirinama na otoku Krku / Presbytery of Early Christian Church in Mirine on the Island of Krk
Marino Baldini (Poreč), Crkva i samostan Sv. Kancijana i neki drugi značajni nalazi u Poreču / The Church and Monastery of St Kancijan and Some Other Important Discoveries in Poreč
Anne-Bénédicte Merel-Brandenburg (Paris), Installations liturgiques et mobilier liturgique en Septimanie, Antiquité tardive et haut Moyen Age (IVe - VIIe s.) / Liturgijske instalacije i oprema u Septimaniji. Kasna antika i rani srednji vijek (IV-VIII. stoljeće)
Diskusija / Discussion
SUBOTA, 30. svibnja 1998. Saturday, May 30 th, 1998.
09.00 Treća sesija / Third session (Predsjedavajući / Chairmen: Nikola Jakšić, Paolo PIva)
Nikola Jakšić (Zadar), Položaj oltarnih pregrada u hrvatskim predromaničkim bogomoljama centralnog tipa / The Position of Altar Screens in Pre-Romanesque Central Churches in Dalmatia
Pavuša Vežić (Zadar), Oltarski ciboriji ranoga srednjega vijeka na tlu Istre i Dalmacije / Early Medieval Altar Ciboria in Istria and Dalmatia
Fina Juroš-Monfardin (Pula), O konstruktivnim elementima dva predromanička istarska ciborija / The Constructions of Two PreRomanesque Istrian Ciboria
Sophie Liegard (Clermont-Ferrand), Découvertes archéologiques réalisées lors des interventions préventives de 1992 a 1995 dans la cathédrale du Puy-en-Velay (Haute-Loire) I Arheološka otkrića tijekom zaštitnih iskopavanja između 1992. i 1995. godine u katedrali u Puy-en-Velay (okrug Haute-Loire)
Diskusija / Discussion
10.30 Stanka / Pause
10.45 Četvrta sesija / Fourth Session (Predsjedavajući / Chairmen: Alain Erlande-Brandenburg, Miljenko Jurković)
Alain Erlande-Brandenburg (Paris), L'église grégorienne. De l'église multiple a l'église unique - Introduction / Gregorijanska crkva. Od višestruke do jedinstvene crkve - Uvodno izlaganje
Juan Lucas Mordefroid
(Lons-Le-Saunier), Les aménagements liturgiques en Chartreuse: mutations et ruptures (XIe- XVe s.) / Liturgijska oprema u crkvama Kartuzijanaca: Mutacije i prijelomi (XIXV. stoljeće)
Paolo Piva (Udine), L'ubicazione dell'edicola del "sepulchrum" nelle chiese romaniche dell'Italia dell'nord / Smještaj edikule sepulcruma u romaničkim crkvama sjeverne Italije
Diskusija / Discussion
13.00 Objed / Lunch
15.30 Peta sesija / Fifth session (Predsjedavajući / Chairmen: Alain ErlandeBrandenburg, Miljenko Jurković)
Jana Kubkova-Markova (Praha), Le dispositif liturgique des églises les plus anciennes du Chateau de Prague - connaissances archéologiques / Liturgijska dispozicija najstarijih crkava praškog burga - arheološke spoznaje
Joško Belamarić (Split), Ciboriji i amboni u Dalmaciji XIII. stoljeća / Ciboria and Ambos in 13 th c. Dalmatia
Fulvio Zuliani (Padova), I podioli delle chiese degli ordini mendicanti nel Veneto: appunti per una ricerca sui rapporti tra spazio liturgico ed assetto architettonico / Podioli u crkvama prosjačkih redova u Venetu: Prilog istraživanju odnosa liturgijskog prostora i arhitektonske strukture
17.00 Stanka / Pause
17.15 Emil Hilje (Zadar), Moronzonova ograda svetišta zadarske katedrale / The Wooden 15 th Century Choir Screen in Zadar Cathedral - A Work of Matteo Moronzon
Thomas Creissen (Paris), Les clôtures de chœur dans les églises d'Italie a l'époque romane / Ograde svetišta romaničkog razdoblja u crkvama Italije
Jean-Pierre Caillet (Paris), La clôture du chœur en Italie centrale aux derniers siècles du
Moyen Age / Ograda svetišta u središnjoj Italiji u posljednjim stoljećima srednjeg vijeka
Fabienne Joubert (Paris), Clôtures de chœur et jubés du XIIIe s. en France / Ograde svetišta i korske pregrade (jubés) XIII. stoljeća u Francuskoj
Alberto Rizzi (Venezia), Il leone di S. Marco nell'Istria gotica, simbolo liturgico e politico / Lav Sv. Marka u Istri u razdoblju gotike, liturgijski i politički simbol
Diskusija / Discussion
Nedjelja, 31. Svibnja 1998. Sunday, may 31 th , 1998. | <urn:uuid:11cd75b4-fe98-4620-8fc5-854cdccebc75> | HuggingFaceFW/finepdfs/tree/main/data/hrv_Latn/train | finepdfs | hrv_Latn | 6,599 |
23-mrt-19 Dressuurwedstrijd Uitslag
Jury: Birgit Faaij
Klasse AA
Klasse AB/B
Klasse B/L
; | <urn:uuid:1690c49e-f1a4-47d3-9867-3da25b85994f> | HuggingFaceFW/finepdfs/tree/main/data/nld_Latn/train | finepdfs | nld_Latn | 94 |
The Victor de Mello Lecture was established in 2008 by the Brazilian Association for Soil Mechanics and Geotechnical Engineering (ABMS), the Brazilian Association for Engineering Geology and the Environment (ABGE) and the Portuguese Geotechnical Society (SPG) to celebrate the life and professional contributions of Prof. Victor de Mello. Prof. de Mello was a consultant and academic for over 5 decades and made important contributions to the advance of geotechnical engineering. Every second year a worldwide acknowledged geotechnical expert is invited to deliver this special lecture, on occasion of the main conferences of ABMS and SPG. The fourth Victor de Mello Lecture is delivered by Prof. James K. Mitchell, whose name requires no introduction as author, professor, researcher and engineer. Prof. de Mello used to exchange ideas with his friend, Prof. Mitchell, most recently on topics related to the book he was writing. Prof. Mitchell chose for the lecture a theme that was one of Prof. de Mello’s passions: dams. In his thorough review of the upgrading process of two old dams, focused on effective risk mitigation, Prof. Mitchell revisits and expands many of the concepts put forth by Prof. de Mello in his Rankine Lecture of 1977.
Prof. JAMES K. MITCHELL is University Distinguished Professor, Emeritus, at Virginia Tech and Consulting Geotechnical Engineer. He received his B.C.E. from R.P.I. in 1951, and M.S. and Sc.D. degrees from M.I.T. in 1953 and 1956. He was a professor at the University of California, Berkeley, from 1958 to 1994 before moving to Virginia Tech, and was Chairman of the Civil Engineering Department there during 1979-1984. His teaching, research and consulting have focused on soil properties and behavior, soil stabilization and improvement, ground reinforcement, in-situ measurement of soil properties, and mitigation of ground failure risk during earthquakes. He has authored 400 publications, including three editions of the book, “Fundamentals of Soil Behavior.” Dr. Mitchell is a Distinguished Member of the American Society of Civil Engineers and was Vice President of the International Society for Soil Mechanics and Geotechnical Engineering from 1989-1994. He is a member of the United States National Academies of Engineering and Sciences.
Lessons From The Lives of Two Dams
J.K. Mitchell
Abstract. Many embankment dams completed during the first six decades of the 20th century have been found deficient relative their ability to resist currently anticipated levels of seismic shaking and probable maximum flood. In this Fourth Victor de Mello Lecture, two recent case histories are described. One is a hydraulic fill structure completed in 1920 that is founded on alluvial material, some zones of which are susceptible to liquefaction. The other is a zoned earthfill dam completed in 1956 that is founded over a channel filled with loose, uncompacted, hydraulically placed tailings from gold mining operations. Each dam has been upgraded in phases over periods of several decades using different strategies and ground improvement technologies to improve stability and reduce failure risks. Several take away lessons from these experiences concerning current risk mitigation strategies, the importance of correct soil and site characterization, and implementation and effectiveness of different ground stabilization and improvement methods are presented.
Keywords: earthquakes, embankment dams, liquefaction, risk mitigation, site characterization, soil improvement.
1. Introduction
Dr. Victor de Mello was one of the “Giants of Geotechnics” of the 20th century who leaves a legacy of exceptional contributions from his major accomplishments as a practicing civil and geotechnical engineer, as a teacher both inside and outside the classroom, as a researcher, as a leader in his profession, and as a dynamic, yet philosophical and congenial colleague and friend. I am greatly honored by the invitation to deliver this lecture in celebration of his life and professional contributions, while at the same time daunted and humbled by the challenge of contributing something worthy of the honor.
Victor de Mello devoted his 1977 Rankine Lecture to considerations in embankment dam design (de Mello, 1977), with special focus on filters, drainage and seepage control, as well as stability issues. He discussed factors of safety and their meaning, introducing considerations of probability and variability that, while relatively new then, are now central to assessment of dam safety. I have also chosen to address embankment dams, but in this lecture, the focus is on dealing with problems that arise in existing dams resulting from age and from risks caused by extreme events, especially earthquakes and floods, that were incompletely understood and accounted for at the time of original construction many decades ago.
Many large embankment dams were constructed in the U.S.A. during the first six decades of the 20th Century. The M 9.2 Great Alaska Earthquake and the M 7.5 Niigata Earthquake in Japan, both in 1964, focused attention on soil liquefaction, and the near catastrophic failure of the Lower San Fernando Dam in southern California in the 1971 M 6.6 San Fernando Earthquake led to reevaluation of the seismic vulnerability of many other dams. The Maximum Credible Earthquakes, Maximum Probable Floods, and populations at risk have increased significantly at many sites. Risk analyses have led to unacceptably high potential consequences requiring implementation of mitigation measures at many dams. Two of these dams are described in this paper.
San Pablo Dam, near Oakland, California and completed in 1921, is a hydraulic fill structure founded on alluvial deposits. Mormon Island Auxiliary Dam (MIAD), near Sacramento, California, is a compacted fill embankment founded on hydraulically deposited dredger tailings resulting from gold mining operations; completed in 1956. Each dam was subsequently deemed unsafe under the anticipated seismic loading conditions. Several modifications have been made to each dam to improve resistance to anticipated earthquake loadings and updated flood risks. These modifications took place from 1967 to 2010 at San Pablo Dam and have extended from the late 1980’s to a planned final completion in 2016 at the Mormon Island Auxiliary Dam. Some conclusions and lessons learned about the development of geotechnical earthquake engineering for dams, seismic remediation strategies, the importance of proper site and material characterization, and the advantages and limitations of some ground improvement methods can be derived from these two case histories.
2. San Pablo Dam
This dam is a 53.3 m (170 ft) high, 38.1 m (125 ft) crest width, 366 m (1200 ft) long hydraulic fill dam founded on alluvial sediments that contain some zones that are susceptible to liquefaction. The hydraulic fill material used for construction of the embankment consists of weathered sandstone and shale that was obtained from the East Bay Hills near Oakland, California. The site is located within a few kilometers of several major faults, and it is estimated that there is a 62 percent probability of one or more earthquakes of magnitude 6.7 or greater during the period 2003 to 2032.
Photos of the construction of the dam illustrating the excavation for the core trench and placement of the hydraulic fill embankment materials are shown in Fig. 1. The original hydraulic fill embankment construction was completed in 1921. Tests on a few sandy samples of the embankment materials in the 1960’s and 1970’s indicated potentially liquefiable behavior. Evidently this led to the assumption of a liquefiable embankment because it was a hydraulic fill, and hydraulic fills of cohesionless materials are invariably of low relative density and high liquefaction potential unless densified following deposition.
A small downstream buttress fill was constructed in 1967 to improve seismic stability. Then, following the 1971 San Fernando Earthquake in southern California, a much larger upstream compacted fill buttress extending to bedrock was completed in 1979. Construction of this buttress required draining the reservoir, with its attendant depletion of the area’s water supply capacity and disruption of recreational use of the reservoir. A cross section of the maximum embankment section with both the 1967 downstream stabilizing berm and the much larger 1979 upstream berm in place is shown in Fig. 2.
A new seismic stability evaluation was completed in 2004 assuming a liquefiable embankment and a M7.25 earthquake on the Hayward Fault which passes just 3 km southwest of the dam. The results indicated the potential for vertical slumping of up to 10.7 m and overtopping of the dam by the impounded reservoir. To provide additional freeboard for the short term, the reservoir level was lowered by 6 m. Consideration was given to completely rebuilding the dam; however, this would have required again draining the reservoir, an action that had considerable opposition. Instead, an in-place alternative was chosen that consisted of Cement Deep Soil Mixing (CDSM) to bedrock at depths of up to 36.5 m in the downstream foundation alluvial soils and construction of a large buttress fill on the downstream embankment slope, shown as Initial Remedial Concept in Fig. 3, from Yiadom & Roussel (2012).
An extensive new field investigation program was then completed that included many cone penetration tests (CPT) and borings into both the embankment and foundation materials. The results of these field investigations and laboratory tests on representative samples are described in detail by Moriwaki, et al. (2008). They described the sampled hydraulically placed material as consistently very clayey, very “lumpy”, and over-consolidated. Of special interest is Fig. 4, taken from that reference, which shows CPT and plasticity data for the hydraulic fill embankment shell materials, zones (1) and (2) in Fig. 2. This data shows clearly that this material is not susceptible to liquefaction, as had been assumed for the previous evaluations of San Pablo Dam and for the Initial Remedial Concept in Fig. 3. In retrospect this finding is not surprising given that the material used for the hydraulic fill came from the colluvial slopes of the surrounding hills where the soil type is known to be largely silty and clayey.
This re-characterization of the hydraulic fill embankment material from liquefiable to non-liquefiable, fine-grained soil enabled significant reductions in the required sizes of the 2010 buttress and CDSM block, as may be seen in Fig. 3 by comparing the Final Remediation Design with the Initial Remedial Concept. Seismic deformation analyses of the maximum composite dam cross-section were done using computer program FLAC with input ground motions that had a peak acceleration of 0.98 g and associFigure 2 - Composite maximum section of San Pablo dam after buttress additions. (adapted from Moriwaki et al., 2008). (1) upstream shell (hydraulic fill); (2) downstream shell (hydraulic fill); (3) ponded clay/silt; (4) core and key trench (hydraulic fill); (5) alluvial foundation soils; (6) upstream buttress (well-compacted) completed in 1979; (7) downstream buttress (less-compacted) added in 1967; and (8) bedrock.
Figure 3 - Remedial designs for mitigation of seismic risk to San Pablo Dam (from Yiadom & Roussel, 2012).
Figure 4 - CPT and Classification data for the San Pablo Dam hydraulic fill shell material. Zone A: Cyclic liquefaction possible; Zone B: Cyclic liquefaction unlikely; Zone C: Flow/cyclic liquefaction possible (from Moriwaki et al., 2008).
ated spectral content consistent with the occurrence of a M7 earthquake on the nearby Hayward Fault. The results indicated maximum seismically induced permanent displacements in the range of 0.3 to 0.6 m (1 to 2 ft) (Kirby et al., 2010), which were considered well within the range for acceptable performance.
The reduced volumes of required CDSM and the new downstream buttress fill realized a cost saving of about US $40 million, a very significant amount for a project with a construction cost of about $60 million. Kirby et al. (2010) describe the design of the CDSM foundation block, the construction process, and the methods used for quality concontrol of the material. Another cost saving feature was that the spoils from the deep cement mixing could be incorporated into the new downstream buttress. An aerial photo (Google, 2012) of the project after completion is shown in Fig. 5. This project is an excellent illustration of the importance of correct soil identification and classification prior to analysis and design of risk mitigation strategies for existing dams.
3. Mormon Island Auxiliary Dam
The Mormon Island Auxiliary Dam (MIAD) forms a part of the Folsom Project located on the American River about 32 km (20 miles) northeast of Sacramento, California. This project provides water supply, hydroelectric power, and flood protection for a large metropolitan area. It consists of a concrete main dam, right and left wing dams, the zoned and rolled earthfill MIAD, and eight earthfill dikes that are needed to contain Folsom Lake. A plan showing these features is given in Fig. 6. Figure 7 is an aerial photo showing MIAD as it appears at present (Google Earth, 2013).
MIAD was constructed by the U.S. Army Corps of Engineers and completed in 1953, after which operation and maintenance activities have been the responsibility of the U.S. Bureau of Reclamation. The dam is comprised of a thin central impervious core bounded by fine and coarse filter transition zones extending to weathered metamorphic bedrock and compacted earthfill shells both upstream and downstream, as shown in Fig. 8. The embankment shells are composed of alluvium dredged from the site. The design width of the dam crest is 7.77 m (25.5 ft), the upstream slope varies from 3H:1V to 4.5H:1V, the downstream slope varies from 2.5H:1V to 3.5H:1V. The structural height of the embankment is 50.3 m (165 ft), and the dam is 1470 m (4820 ft) long.
The alluvial foundation materials, consisting of varying amounts of gravels, sands, silts and clays, were dredged and re-dredged to depths of very near the bedrock along an approximately 300 m (900 ft) long strip adjacent to the present location of the left abutment of the dam as a part of gold mining operations during the latter part of the 19th Century. As a result of this dredging and re-deposition, these materials were left in a loose state. The upstream and downstream toes of the embankment are underlain by an approximately 20 m (60 ft) thick layer of loose tailings for
this 300 m length of the dam. Evaluation of the seismic safety of the dam during the 1980s indicated that liquefaction of these tailings was likely during the design earthquake. A series of dam and foundation modifications for risk mitigation have been undertaken since then, and these activities are described below.
The results of field and laboratory tests were used to develop the distributions of normalized SPT (Standard Penetration Test) values of \((N_1)_{60}\) in the foundation that are shown in Fig. 9. These values were used to evaluate factors of safety against liquefaction and for the establishment of parameters needed for dynamic deformation analyses. Ground improvement was implemented beneath both the upstream and downstream embankment toe areas to mitigate the liquefaction risk and to limit dynamic displacements.
Owing to severe drought conditions in California in the late 1980s the reservoir level was low, and this made it possible to undertake deep dynamic compaction (DDC) in the dry from the upstream embankment. As shown in Fig. 10, an access excavation was made to provide level ground for carrying out the work. A block of densified soil was formed by repeated dropping of a 2.0 m (6.5 ft) diameter steel drop weight of 31.75 tonnes (35 tons) over a 244 by 46 m (800 by 150 ft) treatment area. The drop height of 32.9 m (108 ft) corresponded to a free fall distance of 30 m (98.4 ft). Three coverages of the area were made, with 30 drops at 15.2 m (50 ft) center to center drop point spacing for the first, or primary, coverage, 30 drops at points splitting the primary coverage spacing for the second coverage, and 15 drops at points splitting the secondary coverage for the third coverage. Finally surface “ironing” was accomplished using 2 weight drops from a height of 10 m (30 ft) at adjacent points to cover the entire area. Finally, the access excavation was re-filled, and a post treatment berm was placed on the upstream slope, as shown schematically in Fig. 10. The photograph in Fig. 7 shows this berm extending from the upstream slope into the reservoir following subsequent increase in the reservoir water level.
The effectiveness of the DDC can be seen in Fig. 11, which shows values of Becker Penetration Test (BPT) resistance, converted to equivalent SPT values of \((N_1)_{60}\), as a function of elevation. The BPT measures the number of blows to drive a 168 mm (6.6 in) outside diameter double-walled casing a distance of 0.3 m using a double-acting diesel pile driving hammer. This test is useful in soils containing gravel and cobbles, where difficulties are often encountered when using the SPT. The decrease in penetration resistance with depth in Fig. 11 is characteristic of the DDC method for soil improvement, with an effective treatment depth of about 10 m (35 ft) being about the maximum attainable when heavy weights are used in soils of no to low plasticity. As shown in Fig. 11, the DDC was unable to densify the soil within the treatment zone over the full depth to the underlying bedrock.
Following an extensive testing program for determination of the most suitable methods for in-place improvement of the downstream foundation material, the system shown schematically in Fig. 12 was designed, with construction completed during 1993-1994. The improvement zone was a strip along the downstream toe of the dam that is...
900 ft (275 m) long by 200 ft (61 m) wide in plan, in the area labeled “Downstream improvement” in Fig. 7. Excavation into the existing downstream embankment was required in order to develop a level working platform, Fig. 13, for installation of 1.2 m (4 ft) diameter wet, bottom feed, vibro-replacement stone columns and the upstream and downstream drainage zones that are composed of 250 mm diameter gravel columns on 1.0 m centers installed using a vibro-pipe. It is important to note that excavation into the downstream slopes of embankment dams is not without risk owing to reduced seepage paths and lower factors of safety against stability failure while the excavation is open, both of which must be accounted for in assessing risk during construction.
The primary purpose of the stone columns was to densify the loose liquefiable dredged alluvium foundation material so that it would not liquefy under the design earthquake. The upstream and downstream drainage zones are intended to intercept pore pressure plumes migrating towards the stone column treated zone in the event liquefaction develops in the adjacent untreated dredged alluvium during an earthquake. Prevention of pore pressure increases in the stone column zone is important for maintenance of shear strength during and after shaking.
The profile through the dredge spoils in the stone column area indicated that the upper 4.5 to 6 m contains coarse sand to cobble size material, and the lower 3 to 6 m is silty sand to silty clay with 10 to 77 percent fines, with an average fines content of 30 percent (Allen et al., 1995). The pre- and post-treatment penetration resistance values shown in Fig. 14 are consistent with these conditions. A cross-section of the embankment showing all the modifications and ground improvement work through 1994 is shown in Fig. 15.
Subsequent investigations and risk analyses were initiated in 2001. These studies took into account that a potentially liquefiable zone remains beneath the upstream block of material that had been densified by deep dynamic compaction. After extensive re-analyses of available data and further in-situ testing, it was concluded also that the necessary downstream foundation densification was not achieved in the lower part of the soil profile during installation of the downstream stone columns, owing primarily to the fine-grained nature of the material. Furthermore, contamination of the stone columns by the fines resulted in lower column strength than had been anticipated and impeded the drainage capability as well. These re-analyses led to the conclusion that the most critical seismic failure mode
would result from liquefaction of the upstream and downstream foundation materials leading to significant deformations of the dam in the downstream direction, with vertical displacements sufficient to result in overtopping for high reservoir levels.
A risk analysis done in 2007 showed that both the Annual Failure Probability and the Annualized Life Loss were above the Bureau of Reclamation guideline values. Corrective Action Studies for Seismic and Static Risk Reduction completed in 2010 led to a design that included a concrete key block with compacted soil above in the downstream stone column area and a compacted soil buttress fill over the downstream embankment slope that includes underlying filters and drains. No further remedial work is planned for mitigation of the upstream liquefaction risk; i.e., the key block and buttress design is considered sufficiently robust that if any deformations develop in the upstream direction, the remaining downstream core, filters, and berm will still be adequate to maintain stability and the necessary freeboard.
An additional point of interest is that jet grouting was proposed initially for construction of the key block. However, the results of an extensive test program indicated that the required continuity and strength of soilcrete could not be obtained owing to the presence of gravel, cobbles, and stone columns in the treatment zone. Jet grouting was ultimately judged to be technically and economically unfeasible for this purpose at this site. As a result, construction of the key block was accomplished within a series of contiguous cells, each being formed within an open, braced excavation. A photograph of this work in progress is shown in Fig. 16.
The final configuration of MIAD will be as shown schematically in Fig. 17. The key block construction was completed in February 2013, and the buttress fill is scheduled for completion in 2016.
4. Take-Away Lessons From These Two Projects
Several lessons and conclusions can be drawn from the San Pablo Dam and Mormon Island Auxiliary Dam seismic remediation work, and other projects within the auFigure 16 - Schematic diagram and photos of the excavation and bracing system for construction of the concrete key block in the downstream toe area of Mormon Island Auxiliary Dam (adapted from U.S. Bureau of Reclamation).
Author’s experience, that relate to geotechnical engineering of existing embankment dams, strategies for mitigation of risk, site and material characterization, and ground improvement methods and their applicability.
4.1. Geotechnical engineering and failure risk mitigation for existing embankment dams
Most existing large embankment dams in the U.S. were constructed prior to the 1960s. Little attention was paid to seismic issues in their design. However, large earthquakes in Alaska and Japan in 1964, and the failure of the Lower San Fernando Dam in California in 1971 triggered assessment of the seismic resistance of major dams. Many dams have required modifications to protect against cracking and excessive deformations in the event of future earthquakes. In addition, seismicity reevaluations and redefinitions of maximum credible earthquake at a site, along with increases in the probable maximum flood and the populations at risk have resulted in increased demands.
Potential failure mode analyses and formal risk analyses are now widely used for determining the urgency of undertaking risk mitigation activities, evaluation of the effectiveness of various types of remediation to be employed, and for prioritizing projects within available time and budget. Risk management guidelines and details of the risk assessment and evaluation process have been developed by several water resources and regulatory agencies. Publications by the U.S. Bureau of Reclamation and by the U.S. Army Corps of Engineers, many of which are available on-line, provide extensive information on these procedures and interpretation of the results.
A reasonable goal is to bring the safety of the dam, as measured by global stability, resistance to deformation sufficient to prevent overtopping resulting from excessive crest settlement, filter protection, safety against cracking, and drainage provisions downstream of the seepage barrier to states that are as safe as would be attainable if the dam were being designed and constructed today.
Remediation strategies for achieving the needed levels of stability, mitigation of liquefaction, controlling deformations under seismic loading, and prevention of overtopping seem to have followed a path over the past 50
years or so from adding a simple buttress fill, to incorporating different types of in-situ ground improvement such as deep dynamic compaction, vibro-compaction, vibro-replacement, and/or compaction piles both upstream and downstream, to a focus on downstream work only.
The downstream only option avoids the need for working over and through water, unless the reservoir level can be drawn down. An upstream embankment failure can be allowed provided the downstream embankment is buttressed sufficiently to prevent excessive loss of freeboard and the upstream failure zone does not encroach on the dam core at a point beneath the reservoir level. Satisfying these conditions must be demonstrated by suitable analyses. A downstream buttress fill overlay above a block of foundation soil treated in-situ, as done for the San Pablo Dam, is simple and reliable. The same is true for the buttress fill over a key block, now under construction at the Mormon Island Auxiliary Dam.
It is imperative to keep in mind, however, that whenever a project involves excavation into the downstream slope; e.g., during the stone column and drain installation, Fig. 13, or into the foundation, as was necessary for the key block construction at MIAD, Fig. 16, there may be increased seepage as well as a temporary decrease in factor of safety against stability failure while the excavation is open that must be evaluated and assessed in terms of increased failure risk.
Limit equilibrium and deformation analyses under both static and dynamic loading conditions are necessary. These analyses, if properly carried out, provide critical information about the current condition of the embankment, the potential impacts of different seismic or other new loading conditions, the locations of potential failure surfaces and large deformation zones and patterns, whether the deformations may have detrimental effects on the dam core, filters, and seepage control components, and the effectiveness of different remediation methods and designs in assuring that adequate stability and deformation limits can be achieved.
A number of readily available computer programs is available for the limit equilibrium evaluations; the deformation analyses are usually done using finite difference; e.g., FLAC and/or finite element; e.g. PLAXIS programs. The most critical input parameter for any of these analyses is the shear strength (Duncan, 2013). Determination of the appropriate strength value is often challenging, especially in situations involving liquefaction where knowledge of the post-triggering strength of the liquefied soil is required in order to assess the potential consequences.
4.2. Site and material characterization
The validity and reliability of all the analyses, selection of risk mitigation methods, and predictions of future behavior hinge on proper knowledge of the subsurface materials, their boundaries, the groundwater conditions, and how the relevant properties are measured and assigned. Review of available, original geological and geotechnical reports and construction records is essential. Information about past modifications to the dam must be carefully assessed. At the same time, the information about the actual present characteristics of the embankment and foundation soils may not be available or totally correct, as was found to be the case at San Pablo Dam.
Incorrect identification and characterization of materials can lead to significant overestimates or underestimates of both the dam safety and the needed extent, time, and cost of ground improvement.
4.3. Ground improvement methods and their applications in embankment dams
Ground improvement is now a major sub-discipline within geotechnical engineering and geo-construction. There are many methods and materials that can be used to meet a variety of ground improvement and reinforcement applications in embankment dams. A comprehensive description and classification of methods was developed by the ISSMGE Technical Committee on Ground Improvement (Chu et al., 2009). An open access web-site, GeoTechTools.org, described by Schaefer et al. (2012) is now available that provides information and interactive selection guidance on 46 technologies useful for soil stabilization, ground improvement and reinforcement, and geoconstruction. The information provided for each technology includes a technology fact sheet, photos, case histories,
design guidance, quality control and quality assurance information, cost information, specifications, and a bibliography.
The choice of the most appropriate ground improvement method or methods for mitigation of failure risks to dams is critical. In retrospect, the use of deep dynamic compaction for upstream foundation improvement at MIAD was later deemed not effective because of the unimproved zone that remained beneath the densified block, Fig. 10 and Zone 8 in Fig. 15. The presence of the high fines content in the lower portion of the downstream foundation soil at MIAD, Fig. 14 and Zone 12 in Fig. 15, was later deemed responsible for the stone columns to provide the improvement needed.
A few general observations concerning trends in the use of different ground improvement methods for mitigation of liquefaction risk and excessive deformations in dam foundations are:
- The use of vibro-compaction and vibro-replacement is decreasing
- The use of deep soil mixing is increasing.
- Buttress fills and downstream overlay fills are among the most cost-effective treatment methods provided suitable fill material and the necessary space are available.
- The promise of jet grouting for use in dam foundations is yet to be realized.
- What you can see, measure, and test is invariably a better and more reliable option than what you can’t see, provided cost and construction risks are acceptable.
5. Some Continuing and Unresolved Problems
A number of unknowns, uncertainties, and problems can be identified that, if resolved, could lead to better risk evaluations, more optimized selection of mitigation strategies and ground treatment methods, and improved predictions of future behavior. A desirable goal is to “get it right the first time” so that subsequent mitigation measures, as were needed at both San Pablo Dam and Mormon Island Auxiliary Dam, will not be necessary. Among these unknowns, uncertainties and problems are:
- Anticipating (predicting) future increases in demand on the facility; e.g., greater seismic loading, larger probable maximum flood, adverse consequences of climate change, increased population at risk
- Interpreting and communicating the results of a risk analysis
- Deciding the acceptable level of risk
- Assessing the liquefaction potential of soils containing gravel and cobbles
- Assessing the liquefaction potential of silty soils
- Assessing the post-earthquake residual strength of liquefied soil
- Selecting and implementing the appropriate soil constitutive model for use in liquefaction and dynamic deformation analyses
- Assessing the reliability and accuracy of dynamic deformation analyses. A widely accepted “rule of thumb” has been that actual deformations may be within about +/- 100 percent of the computed or estimated value; however, it is not really known how valid this estimate is.
- Accounting for time (aging) effects following densification and/or admixture stabilization of foundation and embankment soils
- Writing enforceable specifications that will produce the needed end results, but also allow for inherent variability in materials and other site-specific conditions
- Assessing compliance with the ground improvement specifications for uniformity and post-treatment strength and stiffness requirements
6. Concluding Comments
Getting it right the first time can be very difficult given the unknowns and uncertainties at the time of initial design and construction of an embankment dam. The two case histories described in this paper illustrate that getting the remediation of a deficient existing dam right the first time can also be very difficult. The potential consequences of climate change, increasing numbers and magnitudes of extreme events (floods, storms, earthquakes, fires, etc.) must be considered from the outset of a project. Simple, observable, and measurable methods for dam strengthening and risk mitigation should be used wherever possible. A reasonable overall goal should be to make an existing, deficient embankment dam as safe as if you were starting a new project today. Resolution of the issues listed in the previous section should be instrumental in helping to reach this goal by enabling better selection and optimization of methods for mitigation of risks to existing dams in the future.
References
Allen, M.G.; Jones, R. & Gularte, F.B. (1995) Bottom-feed stone columns, wet replacement construction method: Mormon Island Auxiliary Dam modifications. Soil Improvement for Earthquake Hazard Mitigation, Geotechnical Special Publication 49, ASCE, p. 82-95.
Chu, S.; Varaksin, S.; Klotz, U., & Menge, P. (2009) Construction processes. Proc. Int. Conf. on Soil Mechanics and Geotechnical Engineering, Alexandria, Egypt, IOS Press.
de Mello, V.F.B. (1977) Reflections on design decisions of practical significance to embankment dams. The Seventeenth Rankine Lecture, Geotechnique, v. 27:3, p. 281-355.
Duncan, J.M. (2013) Slope stability then and now. Proceedings of the GeoCongress 2013: Stability and Performance of Slopes and Embankments III, p. 2191-210.
Kirby, R.C.; Roussel, G.L.; Barneich, J.A.; Yiadom, A.B. & Todaro, S.M. (2010) Design and construction of seismic upgrades at San Pablo Dam using CDSM. Proc. U.S. Society of Dams Conference, p. 137-152.
Mitchell, J.K. (2008) Recent developments in ground improvement for mitigation of seismic risk to existing embankment dams. Geotechnical Earthquake Engineering and Soil Dynamics IV, ASCE Geotechnical Special Publication 181, p. 1-20.
Moriwaki, Y.; Dinsick, A.; Barneich, J.; Roussel, G.; Yiadom, A.; Starr, F., & Tan, P. (2008) Seismic characterization and its limited implication for San Pablo Dam. Geotechnical Earthquake Engineering and Soil Dynamics IV, p. 1-10.
Schaefer, V.R.; Mitchell, J.K.; Berg, R.R.; Filz, G.M & Douglas, S.C. (2012) Ground improvement in the 21st century: a comprehensive web-based information system. Rollins, K. & Zekkos, D. (eds) Geotechnical Engineering State of the Art and Practice. ASCE Geotechnical Special Pub. No. 226, p. 272-293.
TNM Terra Engineers Ninyo and Moore (2007) Site characterization of Dam Area, Report, Design Services for San Pablo Dam Seismic Upgrade, April 2007, 347 p.
U.S. Bureau of Reclamation (2010) Mormon Island Auxiliary Dam Modification Project, Final Supplemental Environmental Impact Statement/Environmental Impact Report. Folsom California, Mid-Pacific Region, State Clearing House #2009042077. May 2010.
Yiadom. A.B. & Roussell, G.L. (2012) Seismic upgrades of San Pablo Dam. Geo-Strata, May/June 2012, p. 34-39. | <urn:uuid:f788c538-5e23-46f9-b449-686f40cd18ba> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 36,306 |
UNDERSTANDING KEYFRAMES PART II
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WITH A NI M AT I O N P R I NC I P LE S
SQUASH AND STRETCH STAGING ANTICIPATION STRAIGHT AHEAD & POSE TO POSE FOLLOW THROUGH & OVERLAPPING ACTION SLOW-IN AND SLOW-OUT ARCS SECONDARY ACTION TIMING EXAGGERATION SOLID DRAWING APPEAL
SQUASH AND STRETCH
STAGING
ANTICIPATION
STRAIGHT AHEAD & POSE TO POSE
FOLLOW THROUGH & OVERLAPPING ACTION
SLOW-IN AND SLOW-OUT
ARCS
SECONDARY ACTION
TIMING
EXAGGERATION
SOLID DRAWING
APPEAL
SQUASH AND STRETCH STAGING ANTICIPATION
STRAIGHT AHEAD & POSE TO POSE
FOLLOW THROUGH & OVERLAPPING ACTION
SLOW-IN AND SLOW-OUT
ARCS SECONDARY ACTION TIMING EXAGGERATION SOLID DRAWING APPEAL
SLOW IN/SLOW OUT
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SLOW IN/SLOW OUT
Objects in real life don't just start and stop instantly, and almost never move at a constant speed. To look more realistic, they need to vary their speed accelerating and decelerating
IN AFTER EFFECTS, SLOW IN/SLOW OUT IS CREATED BY EASING THE KEYFRAMES
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THERE ARE 3 BASIC TYPES OF EASING:
EASE IN
EASE OUT
EASY EASE
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EASE IN
Object starts fast but gradually slows down
EASE OUT
Object starts slow but gradually speeds up
EASY EASE
Object starts slow, speeds up, then slows down again
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NOW LET´S HEAD OVER TO
AFTER EFFECTS
TO BEGIN USING EASING
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Districtwide Career Services & Job Placement Workgroup Wednesday, July 12, 2023 | 3:30pm | Zoom
Past Meeting Notes & Action Items: 4/5/23, 3/8/23,2/8/23
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Produced by Matrix Partnership 22nd October 2015.
- Members of RIBA,
- Registered Practice - Landscape Institute
- Members of Royal Town Planning Institute
Authors:
Director - Charles Gardner - Landscape Architect Dip LA (Glos) MLI FRSA
Supported by Jon Reynolds - BA (Hons), PgD Landscape Architecture
An Introduction
WHY IS CHARACTER IMPORTANT?
We all aspire to live in a place where we feel proud to live. There are many things that make the places we live in special, these may include a strong sense of community (as with Sturminster Newton) or useful facilities and services. Another of these important features that makes for a great place to live is a high quality environment, that may include a fine historic setting, beautiful trees, attractive streets, well designed houses, countryside views etc. All these elements can be described as being features of character and are therefore an essential ingredient of a desirable living environment.
Previous public consultation for the Neighbourhood Plan has shown that people value community above all else, but there were several other features that were considered to be very important, all of which could be related to character. Therefore, the Neighbourhood Plan will seek to find ways of enhancing and protecting those features that people value. However, not all aspects of character are positive in this respect and so the Neighbourhood Plan will also seek to encourage ways in which character in the town and parish can be improved and enhanced, thus enriching the lives of its residents and adding to the attraction of the area. This character study seeks to build an evidence base upon which policies and proposals, in which character is an issue, can be justifiably made.
SUMMARY OF PREVIOUS CONSULTATIONS & STUDIES
In order to best tailor future policies and proposals of Neighbourhood Plan it is critical that an objective baseline is used to ensure that policies are based on fact and evidence, not unsubstantiated opinions or conjecture. A review of documents relating to the character of the parish has been carried out. The following are brief summaries of the findings and comments on these earlier documents.
The Sturminster Newton Town Design Statement, 2008
The Town Design Statement (TDS) remains largely relevant to the town today and still stands as a Supplementary Planning Document. The TDS divides the town of Sturminster Newton into several character areas, excluding the wider parish. These character areas were used in the TDS to inform the Design Guidelines included in the document. Although some changes have taken place in the town since these character areas were defined, they are still relevant and can be used to inform decision making.
Although the Design Guidance notes are still appropriate, they are not always followed by developers as was originally intended. The Neighbourhood Plan has an opportunity to reinforce these Design Guidelines, and apply them as policy so that future developments are obliged to comply with them.
North Dorset District Council Local Character Areas Assessment, 2008
This large scale character assessment gives a helpful insight to the wider character of the district. The parish of Sturminster Newton falls into four separate character areas, as defined here. These are: South Blackmore Rolling Vales, Upper Stour Valley, North Dorset Limestone Ridges, and Blackmore Vale. There are features that are common throughout these different character areas, which gives a sense of consistency, although there are other features distinctive to each character area.
The District Council Local Character Area Assessment gives a broad overview of the parish landscape characteristics, but it gives little detail that might guide specific Neighbourhood Plan policies.
Dorset Historic Towns Project, Sturminster Newton, Historic Urban Characterisation, 2011
A survey of the history of the town was undertaken with the objectives: to achieve a better understanding of how the historical dimension has influenced the modern townscape; to identify what historical features and structures survive within the modern town; and to better comprehend the contribution made by this historic dimension to the present character of the town.
The survey found that the town originated as an early Saxon royal manor and minster church, but little more is known until the 15th century when Town Bridge was built and St Mary’s Church rebuilt, probably on the site of the original minster. A fire destroyed much of the northern part of the town centre in 1729.
The medieval town centre plan has changed very little, with the focus on Market Cross. There were later suburban developments on the southern and western fringes but the majority of development was to the north, generated by the arrival of the railway and the boom of the cattle market. The historic buildings that remain generally date from the 18th and 19th centuries. Medieval structures that remain include 15th century Market Cross, St Mary’s Church, Town Bridge and the ruins of the 14th century Sturminster Castle.
The historic buildings make an important contribution to the character of Sturminster Newton. Surprisingly little modern infill has taken place behind the historic frontages, town centre development has been small scale, with larger development north of the railway line.
The medieval town plan is still largely complete. The surviving market reflects the importance of the town’s rural commerce. The historic character of Sturminster Newton is influenced by its distinctive setting, and the surrounding landscape is fundamental to the town’s character.
**Landscape Sensitivity to Wind & Solar Energy Development in North Dorset District, 2014**
A study of the North Dorset landscape was carried out to assess its sensitivity to wind and solar energy developments. The assessment used the character areas, as set out by North Dorset District Council, to divide the district and assess each area by using an established criteria to determine a sensitivity rating (Low, Moderate-low, Moderate, Moderate-high and High).
The assessment of the areas comprising Sturminster Newton parish can be summarised as follows:
South Blackmore Rolling Vales- landscape of irregular field patterns, hedgerows, small woodlands all create human scale, sensitive to development. Sensitivity to Wind developments are Moderate high to High. Sensitivity to large Solar developments are High, especially when sites can be viewed from elevated positions. Smaller solar developments on screened sites would have a lower sensitivity.
Upper Stour Valley- A small area of strong historic and recreational character. Highly sensitive to any wind or solar development.
North Dorset Limestone Ridges- A rural area of undulating terrain and plateaus. Generally Moderate to High sensitivity due to intimate and tranquil character of the area. Wind and solar developments would be more sensitive on sloping ground, especially towards the Stour valley.
Blackmore Vale- An area of homogenous rural character with a very human scale. The area makes valued setting for the chalk escarpments. Sensitivity to wind development is Moderate to High, especially where there are long views. Sensitivity to solar development is Moderate-low to High.
Generally, due to the scale of landform, pattern, quality and character of the landscape, Sturminster Newton parish is of moderate high sensitivity to wind and solar development, with no areas having been assessed as low sensitivity.
**Neighbourhood Plan Autumn 2014 Consultation Results**
This consultation event was well attended and the results have been helpful in guiding the Neighbourhood Plan. The key findings relating to character are as follows:
- Both the future role and the identity of Sturminster Newton are considered very important to the future of the town that needs to remain the heart of the rural community.
- The Exchange site should be used as a focus for community services.
- Views and open green space in the town are highly valued by its residents and should be protected.
- The high quality landscapes surrounding Sturminster Newton should be protected and the transition between town and country must be sensitively handled.
- New residential developments should consist of a mix of house types, built to a high quality and be of distinctive yet sensitive design.
**LOCAL CHARACTER ASSESSMENTS**
Although the above studies were valuable in providing background information to the Neighbourhood Plan, there were still gaps in the material that would be needed to develop specific policies and proposals. Therefore it was decided that further assessments should be carried out in order to provide a better evidence base.
**PARISH CHARACTER STUDIES**
**Town Character**
The existing Town Design Statement (TDS) already identifies character areas around the town and so this aspect did not require additional study (apart from some specific Character Elements as set out below). This character study is very helpful in identifying, in general terms, the features which comprise the different parts of Sturminster Newton town and the study can be used as a useful piece of background information. A summary of this study can be seen on the following boards.
**Rural Character**
As the TDS character study only covers the town, and not the surrounding parish, a landscape character assessment of the rest of the rural areas was carried out. A summary of this character study can be seen on the following boards. Together the TDS character study and this parish character study provide information on the character areas of the entire parish, although not all of the information is presented here.
**ADDITIONAL CHARACTER ELEMENTS**
In order to add further detailed information to the general character studies, assessments of some specific character elements were carried out. These included; open spaces, views, buildings, and trees.
Assessment checklists and guidance notes were written for each of these character elements and distributed amongst a volunteer team, who were each given areas of the parish to survey.
The volunteers carried out desktop and on-site studies to complete the checklists and the information was processed and compiled onto an on-line mapping system.
The assessment information has been analysed and these will help to inform future Neighbourhood Plan policies and proposals.
Town Character Areas
The following is a summary of the Sturminster Newton’s character areas, as set out in the Town Design Statement.
Plan 01 - Town Character Areas
Barnes Close
An inward-looking 1970s - 80s estate development on the edge of the old town.
Layout: Cul-de-sac development with two principal courtyards including communal gardens. Rear parking and garage yards. Layout radically different from the intricate and organic layout of the adjacent old town. Rear aspect elevations do not contribute positively to the wider townscape.
Fronts: Standard terraced house type fronting onto attractive and well planted courtyards.
Backs: Small rear gardens and plain utilitarian access and parking areas.
Building character and form: Principal blocks to a plain standard design, slightly staggered and stepped down the slope. 1 and 2 storey terraced blocks with low-pitched roofs, without chimneys. Blank end walls. Rear garages in standard flat-roofed blocks.
Materials
Walls: Mottled mid-brown bricks. Attractive, but not locally characteristic.
Roofs: Brown-grey concrete double-Roman tiles.
Hard space: Barnes Close is designed and laid out and built to contemporary standards/materials. Rear garage courtyards strictly utilitarian.
Landscape: Green, well-planted courtyards significantly mitigate this otherwise rather characterless development.
Bath Road, Western Fringe
An extended leafy residential suburb with some extensive views to the west.
Layout: Originally ribbon development along Bath Road with additional cul-de-sac development to the west. Incremental pattern of development with progressive infilling of fields and large gardens.
Fronts: Houses adjacent to Bath Road face the road, often with deep set-backs, particularly towards the north. Cul-de-sac development also faces the road, but plots are smaller, as are set-backs. Some houses adjacent to the western boundary face westwards overlooking open country (See panorama in section 02.02, Landscape setting).
Backs: Secluded back gardens.
Building character and form: Some older traditional houses but mostly Edwardian and inter-war along Bath Road. Cul-de-sac development generally more recent. Building character substantially individual, often Arts and Crafts influences. Buildings generally traditional in manner.
Materials
Walls: Various including painted render, local stone exposed timber frame, but generally red brick.
Roofs: Mostly red-brown tiles.
Hard space: Bath Road has a pavement on one side with street lighting and can appear cluttered especially with telegraph poles. Cul-de-sacs often have no pavements. Scale of more recent roads can appear unnecessarily wide.
Landscape: The mature leafy setting is an important and cohesive character element except in the extreme southern area. Many trees are prominent on the skyline within and beyond the town. Higher density infill development could threaten the tree cover.
Southern Fringe
A leafy low-density residential area between the town centre and open countryside.
Layout: Generally rather irregular and dispersed except where some post-war development occurs (i.e. Durrant). Low density plots with houses often set in large well-planted gardens.
Fronts: Frontages vary considerably from edge of pavement development to houses set well back within plots, orientated irrespective of roads and plot orientation. Nonetheless streets and lanes have some well-defined frontages, often substantially defined by walls, hedges and outbuildings.
Backs: Secluded gardens behind or surrounding houses.
Building character and form: A wide variety of building ages, character and mass and form, ranging from medieval vernacular buildings to large Victorian villas and 20th Century bungalows. Building height ranges from 1 - 2.5 storeys. Pitched roofs and chimney stacks a common feature.
Materials
Walls: Red brick, limestone and painted plaster.
Roofs: Generally red-brown tiles, slate and some thatch.
Hard space: Narrow leafy lanes predominate, often without pavements. Minimal street furniture and limited lighting.
Landscape: The mature, leafy landscape setting is the principal unifying feature of this Character Area. Many boundaries are defined by well-established hedges. Large gardens accommodate many large and mature trees that have a significance in wider views of the town.
Central Regeneration Area
An area of diverse uses, but all either recently developed or potentially available for development or redevelopment. This area covers a very diverse range of land uses and individual types and characters of site that cannot readily be classified.
Sites include the following uses: Community, residential, retail and office development on the former Cattle Market and creamery sites, Drovers residential development. Flats. A builder’s yard. Railway Gardens park. Undeveloped fields.
This Character Area lies between the old town to the south and the more recent major extension to the north. There is an opportunity with future development to restore the division between these two parts of the town: a process which has already begun in recent schemes. Future regeneration schemes should take their references from the layout, materials, landscaping and streetscapes that give the old town its character, whilst also respecting and enhancing neighbouring Character Areas.
It might be noted that all the potential redevelopment sites currently have unattractive frontages, and that there is therefore a real opportunity to significantly enhance this part of the town through the redevelopment process.
Edge of Historic Town Centre
An attractive and quiet edge of town centre area full of interesting detail and incident and of generally traditional appearance.
Layout: Mostly narrow, winding streets radiating from town centre. Lower density than town centre, often with gaps between buildings. Entrances from Market Place and Market Cross invite exploration. Some larger modern buildings and associated parking, such as the telephone exchange and the hall in Brinsley Place can compromise the intimate character of the area.
Fronts: Facing street and generally tight to back of pavement, defining an intimate, enclosed street. Short terraces characteristic, but with intervening entrances and gardens defined by walls or hedges.
Backs: Gardens or yards generally screened from the street.
Building character and form: Varied, but generally residential town vernacular and Victorian. Simple building forms, but individually different. Invariably 2 storeys.
Materials
Walls: Predominantly red brick and limestone.
Roofs: Mostly red-brown tiles but with some slate and thatch.
Hard space: Limited by narrow streets. Tarmacadam predominates but kerbs often stone. Minimal street furniture. Occasional street lighting, but columns and lumieres of rather utilitarian design.
Landscape: Generally hard spaces, but vegetation in private gardens makes an important contribution to the street scene. Tubs, window boxes etc., add much to the intimate and personal quality of these streets.
**Historic Town Centre**
Historic high density development around central spaces
Layout: 1 principal central space (Market Place). 2 irregular secondary spaces (incl. Market Cross). Enticing entrances to side streets. Entrance to town centre; From south, progressive, well integrated arrival. From north, lacking distinctiveness and a sense of arrival.
Fronts: Near continuous and well defined. Buildings face directly onto street at back of pavement.
Backs: Irregular and varied with linear extensions, service yards and gardens.
Building character and form: Northern part, substantially Georgian or Neo-Georgian. Southern part, strong vernacular influence. All buildings face directly onto street. Simple pitched roof form. Generally 2-2.5 storeys with occasionally 3 storeys. Dormers common, but often crude recent additions.
Materials
Walls: Predominantly render, generally painted white. Red brick. Local limestone.
Roofs: Slate. Red-brown tiles with thatch in southern part only.
Hard space: Recent hard landscape improvements raise quality of central space but principal road surface still predominates. Generally free from clutter of street furniture, signage etc. Lighting columns and lumieres of rather utilitarian design.
Landscape: Town centre spaces: Principal space (Market Place) without trees. Climbers on Swan Inn introduce some vegetation. Tree cover and other vegetation otherwise very limited in town centre. Small trees, shrubs and hedges in back gardens.
**Honeymead, Northern Fringe**
An area of large higher density post 1980s residential estates on the northern extremities of the town.
Layout: More irregular layout than other post-war development. Circuitous through routes and cul-de-sac layouts.
Fronts: Earlier development of mostly detached houses facing or slightly oblique to the road. Later development denser with irregular terraces of varied buildings.
Backs: Earlier development with secluded rear gardens. Later development has mostly small walled gardens contained within perimeter blocks.
Building character and form: Earlier development more varied than previous estate types but general forms, massing, materials and details regularly repeated. 1-2 storey development. Architectural style has general Arts and Crafts features but of a kind ubiquitous throughout the UK. Later development has larger and more compact buildings of generally greater mass. Architectural style generally Neo-Georgian in style with considerable variation in scale, orientation, height (2-3 storeys), and materials. The taller buildings appear oversized in this setting.
Materials
Walls: Mostly red brick. Later development has a greater variety of materials, including different colours of brick.
Roofs: Red and brown tile. Slate.
Hard space: Wide standard design roads, often at odds with the traditional and dense character of the built development, made worse by on-street parking throughout. Most roads and pavements tarmacadam, but some variation, especially in cul-de-sacs.
Landscape: Often narrow shrub and flower beds between back of pavement and building face. The area appears to be generally weak in tree planting, especially forest-scale trees. Very weak edges to open countryside.
Rixon and Environs
Substantially ubiquitous post-war estate development.
Layout: Originally relatively low density ribbon development up Rixon Hill with a later council estate generally laid out along contours. Also some more compact recent estate development in the south of the area. The area includes several cul-de-sac layouts.
Fronts: Houses face roads beyond front gardens. No rear access.
Backs: Relatively long gardens behind, backing onto other gardens, but often not very secluded.
Building character and form: On Rixon Hill building character and form is quite varied, but elsewhere simple standard repeated house types typical of estate development. Generally 1 or 2 storey. Pitched roofs, often with blank end gables. Most houses have chimneys. Originally without dormers, but increasingly common with loft conversions.
Materials
Walls: Invariably red brick, but also painted render. Some old buildings on Rixon Hill built of limestone.
Roofs: Invariably red-brown tile.
Hard space: Standard, relatively wide tarmacadam roads with concrete kerbs and pavements. Few drives, so much parking along roads. Utilitarian street lighting.
Landscape: Vegetation generally very limited except for garden hedges. Relatively few trees, especially large mature specimens. Where these do occur, they are notable and do much to improve the local environment. Low quality public space at Alder Road.
Butts Pond Industrial Estate
A ubiquitous but contained industrial estate
Layout: The Butts Pond Industrial Estate is situated in the bottom of a shallow valley between Market Hill and Rixon Hill. The estate is laid out along a single spine road with the various premises facing onto it beyond a forecourt space. A principal pedestrian route between the northern part of the town and the town centre runs the length of the site.
Fronts: The industrial estate has a range of utilitarian buildings that face onto the main access road behind a mass of foreground clutter including parked vehicles.
Building character and form: A range of utilitarian sheds with low pitched roofs.
Materials
Walls: Painted profiled steel and some brick.
Roofs: Profiled steel.
Hard space: Large, unattractive, areas of hardstanding surround the buildings.
Landscape: The entrance to the estate off Butts Pond/Rixon Hill is relatively discrete being screened by trees and shrubs. There is minimal landscape treatment within the estate but there is some partial screening around its edges.
The following is a summary of the Sturminster Newton parish character areas.
**Area A**
**Rural Lowland**
This area covers most of the west of the parish and includes the hamlets of Bagber and Puxey. This is generally a very attractive rural landscape area, although many of the farms have been modernised, with the construction of large industrial style sheds now common throughout the British countryside.
Landscape: The gently undulating landscape is generally agricultural, mostly arable and pasture land with large fields.
Settlements: Scattered farms, typically on the higher ground, and cottages throughout.
Views: Due to the open nature of the undulating land, there are many fine views in and around this area of the parish.
Buildings: The building ages and styles vary but in the main they are stone or brick built with red tile or thatched roofs. Some of the more attractive and distinctive buildings include the old chapel and the old school house along Chapel Road, and Bagber House Farm.
Vegetation: Fields are surrounded by dense hedgerows with occasional mature deciduous trees growing within the hedges and fields. Large mature oak trees are a particular feature of the landscape. There are also occasional tree groups, coppices and small woodlands which break the horizon and add texture to the agricultural landscape.
**Area B**
**Rising Uplands**
Area B covers much of the south of the parish, bounded by the A357 and the River Divelish. Overall, the quality of the landscape character is reasonably attractive and contains some fine features.
Landscape: The topography is, on the whole, steeper than the gentle undulations of Area A, and the chalk scarp just beyond Okeford Fitzpaine to the south creates a notable backdrop. Agricultural, mostly pastoral with some arable. The fields sizes are medium to large.
Settlements: Generally scattered farms and cottages.
Views: Attractive glimpsed views across lower lying ground. Rudge Hill solar farm located in a slightly lower lying field between Glue Hill and Broad Oak, which is quite well concealed from most parts of the parish but can be seen clearly when in closer proximity, from the surrounding hills in Broadoak and has a considerable visual impact. Fiddleford Mushroom farm, just outside the southern parish boundary, along Angers Lane is particularly visually detracting feature, especially when seen from Copse Lane travelling north.
Buildings: Of mixed age and style throughout. Some attractive older cottages of local vernacular.
Vegetation: Fields bounded with dense and mature hedgerows. Individual oak trees punctuate the hedgerows. Occasional tree groups and small copses throughout which give the area a well vegetated appearance. To the west is Piddles Wood (Sub-area B2), an ancient oak and hazel coppice, is a local landmark. The woodland is a designated SII and hosts a wide range of flora and fauna.
Area C
River Valley
This character area follows the River Stour, through the parish. This character area is particularly attractive and of high quality. It is distinctive and special to the parish of Sturminster Newton.
Landscape: To the north the river valley is generally quite open and the river meadows rise gradually into the undulating landscape. Further to the south the transitions are steeper and more noticeable. Here the river meadows, although wide, open and flat, feel somewhat enclosed by the surrounding landscape.
Settlements: No major development.
Views: As the river valley is a very open landscape, it contains many fine views; up to the town, along the river and out to the countryside beyond. One of the most distinctive views, within this character area is a view from the A357, just below Piddles Wood, as one travels west. Here one can see across the Stour to Sturminster Newton, and clearly visible are the tower of St Mary’s Church, the white frontage of Stour Grange and a few significant trees which break the horizon.
To the west of Sturminster Newton, a footpath leads from the town and across the river by means of an attractive iron footbridge. Looking north from the bridge one can see up-stream to the old railway bridge.
Buildings: Being mostly floodplain, there are few buildings, though some of the buildings that do exist here are of real significance to the parish. These include Fiddleford Mill, Fiddleford Manor, Town Bridge and Sturminster Mill.
Vegetation: Like much of the rest of the parish, significant trees and tree groups are throughout the area. However, there is a notable change in tree species, from the oak and ash of the surrounding parish to poplars and willows.
Area D
Town Edge
This character area covers much of the town’s northern and eastern boundaries. The overall landscape quality of this area is not as high as the rest of the parish. There are no particularly positive, distinctive, features and the general aesthetic is dominated by the urban sprawl of the housing developments within the town.
Landscape: The landscape is gently falling way from the ridge on which the town lies. The fields that comprise the majority of this area are arable and pastoral. Sub-Area D1 lies between the B3091 and the parish boundary. The land slopes more steeply down to the open countryside beyond parish and the houses along Manston Road rise above the horizon and break the skyline.
Settlements: Edge of town housing abuts this area, both fronting and backing onto the fields. This area seems much more urbanised in comparison to other parts of the parish due to the close proximity to residential developments.
Views: Generally, throughout this area, there are views out over the surrounding countryside, sometimes wide and expansive, particularly to Hambledon Hill or to the river valley below. The point of entry into the town, from along the Manston Road, is particularly unattractive, the hedge-lined, winding road abruptly changes at the threshold of the town and is visually jarring.
Buildings: There are generally few buildings, just small farm developments and, within Sub-Area D1, the large and industrial units of Sturminster Self-Storage which are relatively well screened by vegetation.
Vegetation: Although there are dense hedgerows, with mature tree within them, around the fields, the general lack of tree growth in the adjoining part of town accentuates the effect that the built form has over the countryside. Just beyond the parish boundary, on an area of high ground to the north, lies Twinwood Coppice. This small but densely treed area forms a notable landmark in the locality, and can be seen throughout much of the parish.
Area E
Newton
This character area covers the part of Newton village which stretches along the route of the A357, sometimes referred to as Newton Hill.
Landscape: The road rises and falls through the village. Dominated by A road. Narrow pavements.
Settlements: Linear development largely fronts on to the main road. There is a focus of historic features at the river crossing, here are the remains of Sturminster Castle (a 14th Century Manor House), Sturminster Mill and the bridge.
Views: Attractive view corridor along the main road
Buildings: A variety of building styles, many houses of historic and architectural merit. A mix of local building materials, such as stone, timber and thatch. Frontage of the North Dorset Business Park, on the western edge of this character area, is a discordant element in this largely historic environment.
Vegetation: Leafy and well treed, and on the whole the transition between built form and the surrounding landscape is smooth and gentle.
**Area F**
**Glue Hill**
Character Area F covers the northern part of Newton village, Glue Hill. The Glue Hill area of Newton does not have any clear or memorable identity, in contrast to Newton Hill.
Landscape: The generally open landscape rises upward, away from the river valley below and the houses are interspersed with small green fields.
Settlements: The development is linear and straggling.
Views: Glimpsed views out to the north, over the Stour valley below.
Buildings: Whilst there are numerous older vernacular and Victorian era cottages these stand alongside a variety of post-war buildings, sometimes of a suburban character, the development fails to read as a coherent mass.
Vegetation: with few mature trees and only occasional tall hedgerows.
**Area G**
**Broad Oak**
This character area covers the village of Broad Oak on the southern side of the parish. The combination of scattered housing, open landscape and distant views give this character area a distinct airy character of its own.
Landscape: The land rises on the up, along the narrow road.
Settlements: Linear development, with occasional breaks.
Views: Attractive yet, distant views across the vale below.
Buildings: The scattered houses, on either side of the road, are of a considerable variety, though few are of particular architectural merit.
Vegetation: Transitioning from the well treed river valley to more open countryside. The hedges and trees are of prominent nature.
**Character Features**
**River valley setting** - Distinctive, high quality landscape defined by the river Stour valley. Edges mostly defined by visual watershed.
1- Manor House, Bagber. Fine historic manor house with close association with surrounding rural landscape.
2- Bagber School House. Attractive former school house in well treed setting.
3- Colber Bridge. Fine iron footbridge with attractive views of river valley and remains of railway bridge.
4- Fiddleford Mill. Attractive area of historic buildings within a riverside setting.
5- Piddles Wood. An ancient broad leaf woodland of high ecological and recreational value.
6- Manston Road. Unattractive and abrupt transition from rural landscape to suburban development.
7- Rolls Mill. Incongruous and unsympathetic street frontage.
8- Fiddleford Mushroom farm. Unattractive and visually intrusive agricultural development.
9- Twinwood Coppice. Small coppice of trees on higher ground, forming a distinctive local landmark.
10- Sturminster Newton town centre. An historical market town centre.
11- St Mary’s Church. A fine 15th century church building with a tower.
12- Sturminster Mill. An attractive old mill building dating back to the 15th century. A fine local landmark.
13- Town Bridge. A medieval six arch bridge crossing the river Stour.
14- The Bull. An attractive low, thatch roofed public house in a prominent setting.
15- Fiddleford Manor. A manor house, dating from the 14th century, closely associated with the river Stour.
**Plan 03 - Analysis of Character Features**
General Notes
Plan 02 shows the parish character areas. Although there are marked differences between the character areas, it is important to understand that the parish has a cohesive quality of attractive, tranquil rural character. Of particular note are the dense hedgerows which line the roads, tracks, footpaths and fields. The individual oak trees that occasionally punctuate the hedgerows are also a distinguishing feature of the parish. The traditional finger-post way marking signs scattered throughout the parish are attractive and distinctive, but many of them are in need of repair and maintenance.
Plan 03 gives general analysis and shows the significant character features of the parish. There is a general high quality character throughout the parish, but the river valley setting is the main feature. It boasts historical features, recreational areas, a network of attractive views and a close relationship to the town. For these reasons the river valley is of enormous significance and Neighbourhood Plan policies should ensure that it is protected.
Important Buildings, Assessment & Analysis
Plan 09 - Listed Buildings and Buildings of Important Character
This plan shows the buildings of important character and buildings which are currently Listed. Volunteers were asked to make assessments of the aesthetic value of each important character building. This not only gives an indication of the quality of the building in its own right, but also to provides an assessment of the building in its setting, in recognition of its context. This is particularly relevant in a setting where the contribution of a particular building is raising the quality of the townscape. A building of intrinsically average value could have a significant affect in improving the appearance of an otherwise poor quality streetscape. This information has been ranked from 1 to 5, five being the most aesthetically valuable.
Plan 10 - Analysis of Built Environment
Volunteers were asked to identify and assess buildings that they thought were important to the character of Sturminster Newton parish. This information provides interesting findings which can help to protect and improve the appearance of existing and future buildings and townscapes.
The old town centre boasts many fine, listed buildings which lie within the conservation area. Undoubtedly, these buildings should be protected and preserved, as they are, under current legislation.
Where quality buildings exist in relatively low settings there may be opportunities to improve their surroundings. Just to the north of the old town centre, around the line of the former railway and The Exchange, there is a cluster of high quality buildings in poor quality settings. In view of the divide in character quality between the north and south of the town, the development of high quality buildings in the area of the former railway is positive and should be continued where possible but their setting needs to be of an equally high standard and should be improved. Public realm improvements may be achieved as part of a wider, more comprehensive redesign of this part of the town which seems disconnected, physically and visually from the town centre.
With the exception of the former workhouse, much of the north of the town lacks buildings of important character. It seems surprising that no buildings in the recent Honeymead development have been identified as important, especially given the care taken over the layout and build quality of the scheme. It is likely that weaknesses in the planning of the site, in terms of place making, views, landscape and open space, may account for this effect.
Almost all of the currently Listed and fine buildings are contained within the Conservation Area. It is only the Manor House at Bagber that would seem to justify Listing or Local Listing. In the future, the buildings assessed as the highest aesthetic value could be considered for Local Listing.
The housing in the Rixon area generally lacks distinctiveness with little opportunity to improve the architectural quality as the area is all but entirely developed. However, it is recommended that consideration is given to proposals for improvement, notably the enhancement of open space and general public realm, and planting that will become visually significant and add character and quality, creating local landmarks and softening the skyline.
The northern most part of the Conservation Area up to the line of the former railway, is probably designated more for convenience than justification. This part of the Conservation Area does not demonstrate the qualities one would expect in such a designated area. And so it is suggested that consideration should be given to its removal from the Conservation Area. However, there is a continued move to improve the part of town north of the railway line and removal of the designation must not be seen as an opportunity to reduce standards here, especially given the heritage of the railway and desire to complete the Trailway. Rather, it should provide greater opportunity for the creation of more innovative developments, with their own distinct character, which would improve the townscape quality. Exciting opportunities for change could be created here, in particular the area between the Old Town and The Exchange, which could benefit from a less constrained approach.
Suggested Neighbourhood Plan Proposals relating to Buildings:
- Proposals for improvements to landscape and trees in Rixon area
- No further extension to the Conservation Area seems necessary
- Possible Listing or Local Listing of Bagber Manor House
- Consider Local Listing buildings of highest aesthetic value in future assessments
- Removal of the Conservation Area from around The Exchange and Station Road and line of the former railway.
- Public realm improvements around the line of the former railway as part of a comprehensive redesign to better incorporate this part of town into the old town centre.
Volunteers were asked to identify important views and to make assessments of their importance to the character of the parish and rank them from 1 to 5, five being the highest quality - taking into account both positive and negative aspects to give an overall score. In the assessment, the volunteers were asked to consider; distinctive features, viewpoints, background, foreground, and composition. This plan shows the results of those assessments.
The General View Areas, as shown on Plan 08, relate closely to the character areas set out on Plan 02. A value judgement has been given to each of the General View Areas, as set out on Plan 08. These are ranked on a scale of 1-5, five being the highest quality View Area.
Much of the Rural Lowland to the West of the parish is gently undulating and offers many fine views over the rolling countryside. There are few specifically memorable views, but the area has a generally open outlook with pleasant views throughout. Value score: 4
The Rising Upland of the lower chalk scarps on which Newton and Broad Oak lie has many fine views that can be glimpsed between the trees, tall hedgerows, and buildings. Many of the views are orientated to the north east and north west, overlooking the river valley and beyond. A solar farm has been developed in the valley between Glue Hill and Broad Oak. Although this development is not visible from much of the parish, it is quite visually intrusive within the more immediate surroundings. Value score: 3
The River Valley corridor has a large number of high-quality, interrelated views, from numerous points along the course of the Stour, and there are too many to identify individually. However, of particular note are the views north from the A357, on approaching the town from the south east, looking over the river towards the town, with the church tower and Stour Grange clearly visible. The views of Sturminster Mill, in the area around Town Bridge, and the views from Stalbridge Lane, looking east towards the town, are also particularly attractive. This is a highly valuable and sensitive landscape character area and the Neighbourhood Plan should ensure it is protected. Value score: 5
Looking east, from several points within Sturminster Newton, the landmark Hambledon Hill can clearly be seen. From Town Bridge, travelling north up Bridge Street, there is a corridor of attractive views which continues up into the town centre. Just north of the town centre, near the line of the former railway, the corridor of fine views
breaks where there is an area of low quality development and unkempt street frontages, including the former builders yard. The corridor then resumes, albeit in a more suburban nature, along Bath Road before exiting the town.
There are many fine, contained views within the old town and few very few in the more recent developments. Future developments should aim to create views which will instil a sense of place and improve orientation. This may be done by utilising careful layouts and suitable planting. They should be encouraged to relate to key views out of the town, where appropriate. Value score: 3
From the Town Edge looking west into the town, there are several areas of new development which appear stark and somewhat inappropriate in the landscape. Notably the former creamery site, when looking along the Trailway and Honeymead when looking from the east. These developments lack the gentle transitions into the surrounding landscape that the older parts of the town enjoy. Increased tree planting, lower development density and thoughtful layouts can improve these rural edges in future developments. Value score: 2
The attractive area of Piddles Wood and the valley to the south are visually enclosed and generally only features short and contained, yet attractive views. Value score: 4
Inappropriate agricultural development, insensitive new house-building, and a lack of tree and vegetation management are all possible threats to the fine views in the parish and should be carefully controlled. Wind and solar farm developments are likely to have significant negative visual impact on the generally sensitive landscape character.
Suggested Neighbourhood Plan Proposals relating to Views:
- Possible policies on the transition of new developments into the landscape
- Policies to control inappropriate development (including agricultural developments and renewable energy resources) within the sensitive areas of the landscape, particularly the river valley.
- Policies to protect and improve road frontages along important view corridors (Bridge Street, Bath Road)
- Creation of strong views within new developments
- Policies to protect the highest quality views against new developments
- New developments to relate to existing key views
- Policies on the careful management of trees and vegetation in order to maintain important views
Open Spaces, Assessment & Analysis
Volunteers were asked to identify and survey open spaces within the parish and give a general assessment of the overall quality of each site. They were asked to consider the comfort of the site, the state of maintenance, views, whether it is a place in which it is pleasant to spend time or not and rank the quality from 1 to 5, five being the highest quality.
Plan 04 - Open Spaces Quality Assessment
Plan 05 - Locations of Quality Open Space
Publicly accessible open spaces, throughout the parish were assessed. Some of these are existing open spaces and others are informal open spaces. Some additional potential open spaces were also identified. Existing open spaces are sites that are in some kind of recognised formal usage. Informal open spaces are sites that do not
obviously allow for recreational use but are accessible to the public. Potential open spaces are sites that could be opened for some kind of recreational use, formal or otherwise.
Existing open spaces that have been assessed as being of the highest quality could be considered for Important Open or Wooded Areas (IOWA) designations where they do not already apply, in order to protect them against development. These designations should be on the grounds of recreational, wildlife, landscape or historical value - depending on the relevant attributes of each site.
Plan 04 shows the distribution and relative quality of open space. It is clear that the north of the town does not enjoy the same close association to quality open space as the south does. Although there are areas of open space in the north, these are either quite small or not of particularly high quality.
Plan 05 shows that not only does the southern part of the town enjoy more quality open space but it also has better connections to the surrounding countryside, which broadens its recreational potential. It is important to note that the anticipated development of Market Fields will reduce the amount of quality open space in the northern part of town.
In order to improve access to open space in the north, allowance for significant and high quality open spaces should be made here, along with better connections to the countryside. If this issue is not addressed, further developments in this part of the town may only further exacerbate the problem.
Areas of greenfield land to the north of the town have been earmarked for major development in the foreseeable future, but this part of town has the poorest provision and quality of open space, together with the poor connections to the fine rural landscape that other parts of the town enjoy. Neighbourhood Plan policies should require new developments here to address the lack of high quality open space, in a way that is appropriate to the character of the town.
As far as Neighbourhood Plan policy is concerned new development in this area should address this issue by the provision of high quality open space.
This might include: 1- the provision of new facilities, 2- improvements in existing spaces, 3- creation of pedestrian links to the wider footpath network and the surrounding countryside. These might be achieved through Section 106 agreements funding levies.
Plan 06 shows the potential for future improvements of the footpath network, around the town. The orange routes all demonstrate the existing routes, which in general are very commendable but could form the basis of a much more comprehensive and coordinated strategy if the missing sections, shown in purple, were to be implemented. It can be seen that inner and outer footpath rings, connecting to the existing and intended Trailway and Stalbridge Lane could be created. Connecting ‘spokes’ could also be established. Perhaps more importantly new footpath connections should be created to link areas of anticipated growth to the existing footpath network. This coordinated network of footpaths would allow for a stronger connection between the town and the rural parish, and would be a truly valuable recreational resource. It is accepted that some of this may be difficult to achieve but this strategy would respond to the aspirations of the town, as expressed in public consultations.
Currently the Trailway is an under utilised resource. Extension of the route to Stalbridge and improvements of the point of arrival in Sturminster Newton would increase the desirability of this attraction. Stronger links to the town centre and other features of the parish, such as the museum, mills and manor, could be established through public realm improvements and better signage and information.
Although there are occasional open spaces outside the town, within the villages and hamlets, they are few and far between. Generally, the rural nature of the parish allows for easy access to the countryside from these settlements. However, if development is to take place within the villages, more specific recreation provision should be considered.
Suggested Neighbourhood Plan Proposals relating to Open Space:
• Consider the highest quality open spaces for IOWA designation
• Policies on the requirement for high quality open space in the north of the town relating to any new housing developments
• Improvement of Trailway terminus
• Continuation of the Trailway
• Creation of improved footpath network, both directly adjacent to the town and across the wider parish
• Consider the provision of open space associated with new housing developments in the villages.
Plan 06 - Possible Future Improvements
LEGEND
- Built Areas
- Informal open space
- Anticipated areas of growth
- Piddle Wood (SSSI)
- Points of interest
- Existing Trailway
- Potential Trailway
- Existing footpath links
- Potential footpath links
Trees & Tree Groups, Assessment & Analysis
Volunteers were asked to identify important trees and tree groups, and to make assessments of their importance to the character of the parish, ranking them from 1 to 3, three being the most important. This plan shows the assessment data, along with the currently protected trees and analysis of the information.
Plan 11 - Important Character Trees Assessment and Analysis
The trees and hedgerows around the town and throughout surrounding countryside are critically important to the character of the parish. Of course this is a general feature of the Blackmoor Vale and beyond but its intrinsic value should not be overlooked. Plan 11 shows the relationship between important trees and the parish.
The generally treed nature of the rural landscape is of high value and important to the traditional character of the parish, consisting of individual trees, hedgerows, tree groups, small coppices and woodlands. The loss of individual trees is of no direct consequence to the rural parish (unless specifically protected), but it is the overall distribution of trees across the rural landscape that gives it such high quality character. In rural areas, an allowance could be made to permit individual trees to be felled, in the age-old traditions of the working rural landscape, but that would strongly resisted any widespread loss of trees.
Piddles Wood is an important character feature in the landscape of the parish, and is already protected as a designated Site of Special Scientific Interest. However, felling and other management practices should be allowed to be carried out, so long as it retains its visual entity as a woodland, as well as its aesthetic, historic and wildlife value within its boundaries.
Within the town there are many trees which have been identified as important, but mostly within the Conservation Area. Some of these trees contribute significantly to their settings and would be a great loss if they were to be felled. The most important trees outside the protection of the Conservation Area could be considered for Tree Preservation Orders.
There are notable areas of the town, generally towards the north, where no trees of importance were identified. The townscape character of these areas could be much improved with additional tree planting, to soften the hard aesthetic and break the rather monotonous rooflines. In more recent developments, including Honeymead, new trees have been planted but are not yet mature. It is critical that, despite the young nature of these trees, they are seen as important to the future character of the townscape and retained.
Throughout the parish, both within the town and the rural areas, there are significant numbers of ash trees (Fraxinus excelsior). In recent years the common ash species has come under threat from a fungal disease, known as ash dieback, which has already caused the loss of many thousands of Ash trees in continental Europe. There have been confirmed cases of ash dieback in Dorset, and significant loss of ash trees in the Sturminster Newton parish seems more than likely. Native alternatives to ash such as alder, aspen, beech, birch, cherry, field maple, hornbeam, oak, lime, rowan and willow should be considered for future tree planting, and replacement where necessary, though this is dependent on site conditions and management objectives.
With increased building sizes, as seen in some of the more recent developments in Sturminster Newton, it becomes more difficult for trees to mitigate the hard built forms. Where the roof lines are lower, trees can rise above the buildings, breaking the skyline and softening the overall aesthetic. With taller buildings this is not possible. Also, trees and tree groups on higher ground have a greater impact on the character of an area than those on lower ground, due to their visual prominence in the skyline. These considerations could have a bearing on the character of future developments in the parish.
Suggested Neighbourhood Plan Proposals relating to Trees:
- Possible policies to guard against large-scale tree removal in rural areas
- Possible Tree Protection Orders applied to important trees in town, outside the Conservation Area
- Proposals to increase tree cover in northern parts of the town
- Retention of new, not yet mature, trees in recent developments
- Replace trees lost to ash dieback with suitable alternative species
- Possible policies to improve tree cover, and relationships with buildings, in new developments (including forest size species)
The left image shows a field with a fence and trees in the background, while the right image shows a tree in a grassy area. | a1aab04f-6c90-4d43-b85b-fe1319feae23 | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 55,216 |
СЪОБЩЕНИЕ
Днес, 24.11.2020 г., на основание чл. 6, ал. 9, т. 1 от Наредбата за условията и реда за извършване на оценка на въздействието върху околната среда (Наредба за ОВОС), Регионална инспекция по околната среда и водите (РИОСВ) – Хасково информира за осигурен обществен достъп до информацията по Приложение № 2 към чл. 6 от Наредбата за ОВОС (информация за преценяване на необходимостта от извършване на ОВОС) за инвестиционно предложение:
Инвестиционно предложение (ИП) за изграждане „Открит паркинг“ в поземлен имот с идентификатор 36110.557.114 по ККРР на с. Капитан Андреево, общ. Свиленград, обл. Хасково с възложител „ПРОГРЕСИВ БИЛДИНГ 2016“ ЕООД
Информацията е на разположение на заинтересованите лица за изразяване на писмени становища в сградата на РИОСВ - Хасково на адрес: ул. „Добруджа“ № 14, дирекция „Превантивна дейност“, направление „ЕО и ОВОС“, всеки работен ден от 8.30 до 17.30 часа и на интернет страницата на инспекцията за период от 14 дни считано от 25.11.2020 г. до 08.12.2020 г. включително.
Становища и мнения по инвестиционното предложение могат да се депозират на „Едно гише“ в сградата на РИОСВ - Хасково или по електронна поща: email@example.com.
Краен срок за изразяване на писмени становища от заинтересувани лица – 08.12.2020 г.
Дата на поставяне: 24.11.2020 г.
/име, длъжност и подпись/
Дата на сваляне: ...........................................
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/име, длъжност и подпись/
Информация
за преценяване на необходимостта от извършване на ОВОС за
инвестиционно предложение:
"Открит паркинг" в ПИ 36110.557.114 по КК на с. Капитан Андреево, общ.
Свиленград, ведно с пътна връзка за обекта, външно ЕЛ и ВиК захранване.
ноември 2020 г.
I. Информация за контакт с възложителя:
1. Име, постоянен адрес, търговско наименование и седалище:
"Прогресив билдинг 2016" ЕООД,
2. Пътна връзка към имота:
облас
3. Тел.
Тел.:
II. Резюме на инвестиционното предложение:
1. Характеристики на инвестиционното предложението.
а) размер, засегната площ, параметри, машабност, обем, производителност, обхват, оформление на инвестиционното предложение в неговата цялост;
Инвестиционно предложение е ново и представлява изграждане на "Открыт паркинг" в ПИ 36110.557.114 по КК на с. Капитан Андреево, веднъж с пътна връзка за обекта, външно ЕЛ и ВиК захранване.
ПИ 36110.557.114 по КК на с. Капитан Андреево е неурбанизирана територия с установен начин на трайно ползване "нива" и предстои процедура по промяна в предназначение на земята по реда на ЗОЗЗ.
Инвестиционното предложение включва:
- Паркинг с до 100 бр. паркоместа за товарни автомобили с бетонова настилка;
- вътрешни пътища, озеленени площи;
В изработения ПУП-план за застрояване са определени следните показатели на застрояването:
- Пътност на застрояване - 80%
- Кинт=2,0
- етажност: <10 м (3)
- озеленени площи - 20%
- начин на застрояване – свободно
Имотът се предвижда да бъде отреден за "обществено обслужващи и търговски дейности".
Обектът ще заеме цялата площ на имота възлизаща на 6,129 дка
На югоизток имотът граничи със скоростна жп линия, на запад с водни площи (р. Каламица), а на север с републикански път I-8 от където чрез нова пътна връзка се предвижда входа в имота. Имотът се намира в непосредствена близост до регулиационните граници на с. Капитан Андреево (около 150 м. в източна посока).
Имотът е прилежащ от север на републикански път I-8. С Решение №322/30.09.2020 г. на Общински съвет Свиленград е разрешено изработване на ПУП-план за регулиация за разширение на плана за регулиация на с. Капитан Андреево в източна посока, който ПУП
обхваща ПИ 36110.557.114 и в този си участък път I-8, ще е със статут на улична мрежа, от която ще се осъществи транспортният достъп до обекта.
Новопредвижданият обект ще се захранва с ел. енергия по начин указан от "Електроразпределение Юг" ЕАД, КЕЦ Свиленград в Становище изх. № 8739/14.10.2020 г. и специализирана ел. схема. Външното ел захранване е от съществуващо РТ/разпределително табло/ НН/ниско напрежение/ 0.4кV захранващо УО на ПИ 36110.31.686 намиращ се на север от ПИ 36110.557.114. Трасето на подземния кабел се насочва на право на юг като преминава през ПИ 36110.31.683 и продължава като преминава в ПИ 36110.563.99 м. земл. с. Кап. Андреево до достигане на северната имотна граница на имота.
Трасето на кабела е 5 м. в частна собственост ПИ 36110.31.683 и 18 м. в държавна публична собственост ПИ 36110.563.99 - път I-8.
Водоснабдяването се предвижда от мрежата на ВиК ЕООД Хасково, съгласно съгласувателно писмо № 1775/27.10.2020 г. от уличен водопровод ПЕВП ф90, минаващ по път I-8 от север на имота.
Генерираните дъждовни води от паркинга ще се заустват във водопътна изгребна яма в рамките на имота, като преди това ще са отведени към компактен каломаслоуловител.
Инвестиционното предложение е съгласувано с НК „ЖИ“ с писмо № ЖИ-42620/10.11.2020 г.
Пътната връзка се предвижда от минаващия от север на имота републикански път I-8, който в този си участък ще е със статут на улица, на основание на Решение №322/30.09.2020 г. на Общински съвет Свиленград, с което е разрешено изработване на ПУП-план за регулия за разширяне на плана за регуляция на с. Капитан Андреево в източна посока, който ПУП обхваща ПИ 36110.557.114. Този ПУП в момента е в процес на процедиране.
б) взаимовръзка и кумулиране с други съществуващи и/или одобрени инвестиционни предложения;
- Евентуално от намиращия се в непосредствена близост паркинг с пътна връзка към АМ „Марица“ с около 500 бр. паркоместа в ПИ 36110.31.686 по КК на с. Капитан Андреево, но не се очаква, да окажат неблагоприятно въздействие върху околната среда.
в) използване на природни ресурси по време на строителството и експлоатацията на земните недра, почвите, водите и на биологичното разнообразие;
Природните ресурси, които ще се използват за реализация на инвестиционното предложение са чакъл, ляськ и др. инертни материали за бетон, а по време на експлоатацията – вода.
При разработването на обекта, ще се ползват водни количества за:
- питейно-битови нужди
- технологични нужди
- противопожарни нужди
Предвижда се водоснабдяването на обекта да се осъществи от мрежата на ВиК ЕООД Хасково, съгласно съгласувателно писмо № 1775/27.10.2020 г. от уличен водопровод ПЕВП ф90, минаващ по път I-8 от север на имота.
При реализацията на инвестиционното предложение се оценява, че експлоатацията на обекта няма да окаже значително въздействие върху качествения състав на подземните води.
Инвестиционното предложение не е пряко свързано с ползването на други природни ресурси в количества и по начин, които да водят до значителни въздействия върху околната среда.
г) генериране на отпадъци - видове, количества и начин на третиране, и отпадъчни води;
- По време на строителството – строителни отпадъци, (главно отломки от бетон), за които ще се спазват изискванията за разделно събиране и съхранение по начин, осигуряващ последващото им повторно използване, рециклиране, оползотворяване с цел постигане на целите по чл. 32 от Закона за управление на отпадъците (ЗУО).
Рециклируемите отпадъци се предават на лица, притежаващи документ по чл. 35 на ЗУО за дейност с отпадъци R3, R4, R5. Инертните СО, които са подходящи, съгласно чл. 16 на Наредбата, за обратен насип, се подлагат на подготовката за повторна употреба и се влагат като заместващ материал на площадката, ако Строителят/Възложителят имат разрешение за дейност с отпадъци R10, или се предават на лице с документ по чл. 35 на ЗУО за дейност R10.
Нерециклируемите неопасни СО се транспортират до най-близкото депо за неопасни или инертни отпадъци, определено от Община Свиленград.
Опасните СО (ако се появят такива) се предават за обезвреждане на лица, притежаващи разрешение за дейности с такива видове отпадъци и/или се транспортират до най-близкото депо (за опасни или, ако са третирани подходящо, за неопасни отпадъци) или за друго обезвреждане, като се спазва Наредбата за изискванията за третиране и транспортиране на производствени и на опасни отпадъци.
- По време на експлоатацията - битовите отпадъци, които се генерират по време на експлоатацията ще се събират в стандартен контейнер за битови отпадъци и ще се извозват на депото за ТБО, ползвано от Община Свиленград;
Генерираните дъждовни води от паркинга ще се заустват във водопътна изгребна яма в рамките на имота, като преди това ще са отведени към компактен каломаслоупловител.
д) замърсяване и вредно въздействие; дискомфорт на околната среда;
При правилна експлоатация на обекта, не се очаква замърсяване и дискомфорт на околната среда. Дискомфорт би могъл да се прояви при неправилно и некачествено управление и третиране на генерираните в обекта отпадъци, допускане на тяхното разпиляване в околното пространство. Други случаи, в който могат да се очаква вредно влияние и дискомфорт на околната среда са аварийни ситуации, при които може да възникне пожар и да бъдат нанесени поражения извън рамките на обекта.
е) риск от големи аварии и/или бедствия, които са свързани с инвестиционното предложение;
- При нормална и правилна експлоатация на обекта, не се очаква възникване на инциденти.
- Строителството и експлоатацията на комплекса не са свързани с използването на опасни химични вещества/смеси (дейността не включва използването на взривни смеси). Единствените аварийни ситуации са свързани с авария в строителната техника по време на строителството и автомобилите, посещаващи комплекса. Тяхното въздействие ще бъде локално и ограничено във времето (само по време на работата на комплекса). При възникнало бедствено положение в района на комплекса, дейността му ще бъда преустановена до нормализиране на ситуацията и прилагането на аварииният план за предотвратяване и ликвидиране на последствията.
ж) рисковете за човешкото здраве поради неблагоприятно въздействие върху факторите на жизнената среда по смисъла на § 1, т. 12 от допълнителните разпоредби на Закона за здравето.
Основните източници на емисии на вредни вещества във въздуха по време на строителството ще бъде извършванияте изкопни и насипни дейности (неорганизирани прахови емисии), използваната строителна и транспортна техника, движеща се по вътрешните площадкови пътища.
За предотврятане и ограничаване на неорганизираните прахови емисии по време на строителството ще се прилагат съответни мерки. По време на експлоатацията на комплекса основен източник ще бъдат товарните автомобили.
На територията на обекта не се предвиждат дейности по обезвреждане или оползотворяване на отпадъци.
Шумът и вибрациите по своето хигиенно значение са на едно от първите места сред неблагоприятно действащите фактори в работната и околната среда.
Шумовото натоварване на комплекса ще се формира от работа на движещите се автомобили и нивото, формирано от трафика по републикански път I-8.
В обекта не се предвижда строителството на сгради и не са приложими изискванията, регламентирани с НАРЕДБА № 4 от 27.12.2006 г. за ограничаване на вредния шум чрез шумоизолиране на сградите при тяхното проектиране и за правилата и нормите при изпълнението на строежите по отношение на шума, излъчван по време на строителството, Издалена от министъра на регионалното развитие и благоустройството, министъра на здравеопазването, министъра на вътрешните работи и министъра на околната среда и водите, обн., ДВ, бр. 6 от 19.01.2007 г., в сила от 20.07.2007 г.
Използваната техника при експлоатацията не е източник на вибрации в околната среда. В изследваната територия липсват източници на радиация и електромагнитни лъчения.
2. Местоположение на площадката, включително необходима площ за временни дейности по време на строителството.
- Площадката включва ПИ 36110.557.114 по КК на с. Капитан Андреево, общ. Свиленград, м. "Саксон алча", в непосредствена близост до регулировните граници на селото (около 150 м. в източна посока).
- Не е необходима допълнителна площ за временни дейности;
3. Описание на основните процеси (по проспектни данни), капацитет, включително на съоръженията, в които се очаква да са налични опасни вещества от приложение № 3 към ЗООС.
Инвестиционното предложение включва:
- Паркинг с до 100 бр. паркоместа за товарни автомобили с бетонова настилка;
- вътрешни пътища бетонова настилка, озеленени площи;
- каломаслоуловител;
- изгребна яма - 20 м³;
В изработения ПУП-план за застрояване са определени следните показатели на застрояването:
- Пълност на застрояване - 80%
- Кинт=2,0
- етажност: <10 м (3)
- озеленени площи - 20%
- начин на застрояване – свободно
Имотът се предвижда да бъде отреден за "обществено обслужващи и търговски дейности".
Обектът ще заеме цялата площ на имота възлизаща на 6,129 дка.
На югоизток имотът граничи със скоростна жп линия, на запад с водни площи (р. Каламица), а на север с републикански път I-8 от където чрез нова пътна връзка се предвижда входа в имота. Имотът се намира в непосредствена близост до регулировните граници на с. Капитан Андреево (около 150 м. в източна посока).
Имотът е прилежащ от север на републикански път I-8. С Решение №322/30.09.2020 г. на Общински съвет Свиленград е разрешено изработване на ПУП-план за регулиация за разширяне на плана за регулиация на с. Капитан Андреево в източна посока, който ПУП обхваща ПИ 36110.557.114 и в този си участък път I-8, ще е със статут на улица, от която ще се осъществи транспортният достъп до обекта.
Новопредвижданият обект ще се захранва с ел. енергия по начин указан от "Електроразпределение Юг" ЕАД, КЕЦ Свиленград в Становище изх. № 8739/14.10.2020 г. и специализирана ел. схема. Външното ел захранване е от Външното ел захранване е от съществуващо РТ/разпределително табло/ НН/ниско напрежение/ 0.4кV захранващо УО на ПИ 36110.31.686 намиращ се на север от ПИ 36110.557.114. Трасето на подземния кабел се насочва на право на юг като преминава през ПИ 36110.31.683 и продължава като преминава в ПИ 36110.563.99 м. земл. с. Кап. Андреево до достигане на северната имотна граница на имота.
Трасето на кабела е 5 м. в частна собственост ПИ 36110.31.683 и 18 м. в държавна публична собственост ПИ 36110.563.99 – път I-8.
Водоснабдяването се предвижда от мрежата на ВиК ЕООД Хасково, съгласно съгласувателно писмо № 1775/27.10.2020 г. от уличен водопровод ПЕВП ф90, минаващ по път I-8 от север на имота.
Генерираните дъждовни води от паркинга ще се заустават във водопътна изгребна яма в рамките на имота, като преди това ще са отведени към компактен каломаслоуловител.
Инвестиционното предложение е съгласувано с НК „ЖИ“ с писмо № ЖИ-42620/10.11.2020 г.
Строителството и експлоатацията на обекта не са свързани с използването на опасни химични вещества/смеси (дейността не включва използването на взривни смеси). Единствените аварийни ситуации са свързани с авария в строителната техника по време на строителството и автомобилите, посещаващи комплекса. Тяхното въздействие ще бъде локално и ограничено във времето (само по време на работата на комплекса). При възникнало бедствено положение в района на комплекса, дейността му ще бъда преустановена до нормализиране на ситуацията и прилагането на аварииният план за предотвратяване и ликвидиране на последствията. Експлоатацията на комплекса е свързана само със следните големи аварии и/ или бедствия:
Природно бедствие "Наводнение" – наводняването на части от комплекса, което може да доведе до невъзможност за нормалното му функциониране.
Природно бедствие "Затресение" – създаване на опасност носещата конструкция на сградата и живота на гостите на комплекса.
Разлив вследствие на повреда в хидравличните и/ или други системи, използвящи масла и/ или нефтопродукти. Ще бъдат замърсени почвата и/ или подземни води;
За предотвратяване на аварийни ситуации и действия при природни действия ще бъде изготвен и съгласуван с компетентните органи Авариен план за площадката на комплекса. Опасността от големи аварии се крие във възможностите за възникване на пожари и взривове при аварийно изтичане на съхраняваните вещества/горива в резултат на грешки при експлоатацията на транспортни машини, терористични актове и природни бедствия, при което може да се причини вреда на хора, техника, материални обекти и на околната среда. На територията на обекта не съществуват условия за възникване на голяма авария съгласно критериите за докладване на голяма авария по Приложение 5 на ЗООС.
4. Схема на нова или промяна на съществуваща пътна инфраструктура.
Имотът е прилежащ от север на републикански път I-8. С Решение №322/30.09.2020 г. на Общински съвет Свиленград е разрешено изработване на ПУП-план за регулиация за разширяне на плана за регулиация на с. Капитан Андреево в източна посока, който ПУП обхваща ПИ 36110.557.114 и в този си участък път I-8, ще е със статут на улична мрежа, от която ще се осъществи транспортният достъп до обекта.
5. Програма за дейностите, включително за строителство, експлоатация и фазите на закриване, възстановяване и последващо използване.
Периодът на изграждане се предвижда да бъде 2020 г. - 2021 г., а срокът на експлоатация – неограничен.
Строителните дейности ще са в следната последователност:
- Изземване и оползотворяване на хумусния слой (част, от който ще се запази и използва при озеленяване на обекта) след приключване на строителните работи.
- Изграждане на инженерната инфраструктура на обекта: площадкова канализация и ел. захранване, пътна връзка;
- Изграждане на вътрешни пътища и площадки за паркиране с бетонова настилка, озеленяване и друго благоустрояване на имота;
След приключване на разрешената дейност, инвеститорът ще почисти площадката от отпадъци, които могат да доведат до замърсяване на околната среда. За строителните отпадъци ще се спазват изискванията за разделно събиране и съхранение по начин, осигуряващ последващото им повторно използване, рециклиране, оползотворяване с цел постигане на целите по чл. 32 от Закона за управление на отпадъците (ЗУО).
При нормално функциониране на обекта, не се предвижда неговото закриване.
6. Предлагани методи за строителство.
- монолитно строителство;
- изкопните работи ще бъдат извършени 10% ръчно и 90% механизирано;
7. Доказване на необходимостта от инвестиционното предложение.
Необходимостта от инвестиционното предложение е продуктувана от:
- Наличие на собствен имот с излаз на път I-8, в непосредствена близост с ГКПП Капитан Андреево;
- Остра нужда от буферни паркинги в посока Турция, основно за тежко-товарни автомобили, което осигурява намаляване струпването на товарни автомобили и спирането им по АМ Марица и път I-8, при изчакване да преминат ГКПП Капитан Андреево в посока Република Турция;
- Създаване на допълнителна трудова заетост;
Дейността ще се извършва в пълно съответствие с нормативните изисквания за околна и работна среда.
8. План, карти и снимки, показващи границите на инвестиционното предложение, даващи информация за физическите, природните и антропогенните характеристики, както и за разположените в близост елементи от Националната екологична мрежа и най-близко разположените обекти, подлежащи на здравна защита, и отстоянията до тях.
- Представена е скица на имота;
- Инвестиционното предложение не попада в границите на защитени територии по смисъла на Закона за защитените територии, но попада в обхвата на защитена зона BG0000212 „Сакар”, приета от МС с Решение № 661/16.10.2007г. за опазване на природните местообитания.
9. Съществуващо земеползване по границите на площадката или трасето на инвестиционното предложение.
В обхвата на площадката е:
ПИ 36110.557.114 по КК на с. Капитан Андреево, неурбанизирана територия с установен начин на трайно ползване "нива".
На югоизток имотът граничи със скоростна жп линия, на запад с водни площи (р. Каламица), а на север с републикански път I-8. Имотът се намира в непосредствена близост до регулиционните граници на с. Капитан Андреево (около 150 м. в източна посока).
10. Чувствителни територии, в т.ч. чувствителни зони, уязвими зони, защитени зони, санитарно-охранителни зони около водоизточниците и съоръженията за питейно-битово водоснабдяване и около водоизточниците на минерални води, използвани за лечебни, профилактични, питейни и хигиенни нужди и др.; Национална екологична мрежа.
Инвестиционно предложение не попада в чувствителни зони, уязвими зони, защитени зони, санитарно-охранителни зони около водоизточниците и съоръженията за питейно-битово водоснабдяване и около водоизточниците на минерални води, използвани за лечебни, профилактични, питейни и хигиенни нужди и др.
Разгледаното инвестиционно предложение не попада в границите на защитени територии по смисъла на Закона за защитените територии, но попада в обхвата на защитена зона BG0000212 „Сакар”, приета от МС с Решение № 661/16.10.2007 г. за опазване на природните местообитания.
Защитената територия „Сакар” обхваща 1 257 071.25 дка. Нископланински район със заоблени хълмове и сравнително отворени долини на малки реки, притоци на реките Марица и Тунджа, в близост до държавната граница с Турция. Терените са с надморска височина от 50 до 856 м. На територията му има тридесетина малки селища, град Тополовград и слабо развита система от пътища. Ниските части на Сакар са заети със селскостопански площи на мястото на гори от космат /Quercus pubescens/ и виргилиев дъб /Quercus virgiliana/. Сред тях, на около 15% от общата площ, са разпръснати ксеротермни тревни съобщества с преобладаване на белизма /Dichantium ischaemum/, луковична ливадина /Poa bulbosa/, черна садина /Chrysopogon gryllus/ и др. и по-рядко с езоксеротермна растителност. Храсталаците от драка /Palurus spinacristi/, примесени със смин /Jasminum fruticans/ и ксеротермните тревни формации са добра предпоставка за сравнително висока численост на дивия заем /Lepus europaeus/ и съответно на лалугера /Spermophylus citellus/ и. Билото на планината и склоновете над 500 м. надм. в. са покрити със смесени дъбови гори. В района се срещат също широколистни гори от "островен тип" от космат /Quercus pubescens/ и виргилиев /Quercus virgiliana/ дъб със средиземноморски елементи, на места възникнали вторично (Бондев, 1991). Край много от деретата и реките в Сакар все още растат стари дървета от бяла топола /Populus alba/, върби /Salix sp./ и др., включително хибридна топола /Populus sp./, които представляват гнездова база за грабливите птици.
В района на Сакар досега са установени 220 вида птици, от които 59 са включени в Червената книга на България (1985). От срещащите се видове 96 са от европейско природозащитно значение (SPEC) (BirdLife International, 2004). Като световно застрашени в категория SPEC1 са включени 11 вида, а като застрашени в Европа съответно в категория SPEC2 - 23 вида, в SPEC3 - 62 вида. Сакар осигурява подходящи местообитания за 76 вида, включени в приложение 2 на Закона за биологичното разнообразие, за които се изискват специални мерки за защита. Шестдесет и осем от тях са вписани също в приложение I на Директива 79/409 ЕСи повече от половината имат значителни гнездови популяции тук. Районът поддържа най-многочислените популяции в страната на царския орел /Aquila heliaca/, малкия креплив орел /Aquila pomarina/, белоопашатия мишелов /Buteo rufinus/, малкия орел /Hieraaetus pennatus/, и черната каня /Milvus migrans/. Сакар е едно от най-важните места в България от значение за Европейския съюз за видовете споменати по-горе, както и за късопръстия ястреб /Accipiter brevipes/, полската бъбрица /Anthus campestris/, дебелоклюната чучулига /Melanocorypha calandra/, късопръстата чучулига /Calandrella brachydactyla/, белочелата сврачка /Lanius nubicus/, совоокия дъждосвирец /Burhinus oedicnemus/, ливадния блатар /Circus pygargus/, сирийския пъстър кълч /Dendrocopos syriacus/ и големия маслинов присмехулник /Hippolais olivetorum/. Черният щъркел /Ciconia nigra/, сивият кълч /Picus canus/ и червеногърбата сврачка /Lanius collurio/ също имат представителни гнездови популяции в района. Макар и с малочислени популяции в Сакар гнездят още два световно застрашени вида, освен царския орел – ливадния дърдавец /Crex crex/ и ловният сокол /Falco cherrug/. По време на миграция в района се срещат още 8 вида, застрашени от
изчезване в света – малкият корморан /Phalacrocorax pygmeus/, къдроглавият пеликан /Pelecanus crispus/, белооката потапница /Aythya nyroca/, степният блатар /Circus macrourus/, големият креслив орел /Aquila clanga/, белошипата ветрушка /Falco naumanni/ и голямата бекасина /Gallinago media/.
Районът на Сакар се използва от местните хора екстензивно, основно за животновъдство и в по-малка степен за земеделие и горско-стопански дейности.
Площадката от настоящото инвестиционно намерение е с малка площ и усвояването на територията не предполага промяна в условията за запазване на естественото състояние на природните местообитания и местообитанията на видове, предмет на опазване в рамките на защитената зона, включително и на естествените за тези местообитания видов състав, характерни видове и условия на средата. Функционирането на обекта няма да доведе до намаляване числеността на популациите и не се очаква отделяне на природните местообитания.
11. Други дейности, свързани с инвестиционното предложение (например добив на строителни материали, нов водопровод, добив или пренасяне на енергия, жилищно строителство).
- Не се предвиждат други дейности извън упоменатите до тук.
12. Необходимост от други разрешителни, свързани с инвестиционното предложение.
- Съгласуване с "Електроразпределение ЮГ" ЕАД, КЕЦ Свиленград;
- Съгласуване с "Вик" ЕООД, Хасково;
- Здравно заключение на РЗИ Хасково;
- Съгласуване с НК"ЖИ";
- Разрешение за строеж от гл. архитект на Община Свиленград;
III. Местоположение на инвестиционното предложение, което може да окаже отрицателно въздействие върху нестабилните екологични характеристики на географските райони, поради което тези характеристики трябва да се вземат под внимание, и по-конкретно:
1. съществуващо и одобрено земеползване;
2. мочурища, крайречни области, речни устия;
3. крайбрежни зони и морска околна среда;
4. планински и горски райони;
5. защитени със закон територии;
6. засегнати елементи от Националната екологична мрежа;
7. ландшафт и обекти с историческа, културна или археологическа стойност;
8. територии и/или зони и обекти със специфичен санитарен статут или подлежащи на здравна защита.
Местоположението на инвестиционното предложение не попада в изброените по-горе географски райони и не оказва отрицателно въздействие върху нестабилни екологични характеристики.
IV. Тип и характеристики на потенциалното въздействие върху околната среда, като се вземат предвид вероятните значителни последици за околната среда вследствие на реализацията на инвестиционното предложение:
1. Въздействие върху населението и човешкото здраве, материалните активи, културното наследство, въздуха, водата, почвата, земните недра, ландшафта,
климата, биологичното разнообразие и неговите елементи и защитените територии.
- Обектът няма да бъде източник на вредни емисии във въздуха, водите и почвите;
- Шумовите емисии ще са незначителни – по време на изграждане на обекта;
- Въздействие върху хората, здравето им, флората и фауната – не се очаква;
- Въздействие върху качеството на водите – няма предпоставки за такова – генерираните отпадни води ще се събират във водопътна изгребна яма в рамките на имота с обем 20 куб. м., която ще се чисти редовно и отпадъците ще се извозят за прецистване, за което Възложителят има сключени договори за отвеждане и прецистване на отпадъчни води;
- При строителните (изкопните) работи се извършва почистване на хумуса и оползотворяването му.
- Въздействие върху качеството на въздуха – не се очаква;
- Източници на неорганизирани емисии се явяват строителните машини по време на строителство на обектите, но те ще са незначителни и кратковременни.
- Източници от организирани емисии – не се очакват, тай като се предвижда за нуждите на обекта да се използва електрическа енергия;
- Проектния обект няма да бъде източник на емисии на замърсители в атмосферния въздух на района, поради което въздействието може да се оцени като незначително.
- Въздействие на шума и вибрациите – източници на шум и вибрации с периодично действие ще бъдат строителните и транспортни машини по време на строителството. При реализирането на застрояването шумовата характеристика на района няма да се промени тъй като обекта се намира непосредствено до пътни артерии – автомагистрала „Марица“ и път I-8.
Въздействие върху ландшафта, историческите и културните паметници и взаимовръзката между тях.
- Не се очаква нарушение на ландшафта вследствие изграждането на обекта - не се очакват големи изкопни и насипни работи.
- На терена не са открити паметници на културата и строителството не засяга такива;
- Не се очаква неблагоприятно въздействие върху хората и тяхното здраве, след реализиране на инвестиционното предложение;
2. Въздействие върху елементи от Националната екологична мрежа, включително на разположените в близост до инвестиционното предложение.
Не се очаква отрицателно въздействие върху елементи от Националната екологична мрежа. Разгледаното инвестиционно предложение не попада в границите на защитени територии по смисъла на Закона за защитените територии, но попада в обхвата на защитена зона BG0000212 „Сакар“, приета от МС с Решение № 661/16.10.2007 г. за опазване на природните местообитания.
3. Очакваните последици, произтичащи от уязвимостта на инвестиционното предложение от риск от големи аварии и/или бедствия.
Строителството и експлоатацията на обекта не са свързани с използването на опасни химични вещества/смеси (дейността не включва използването на взривни смеси). Единствените аварийни ситуации са свързани с авария в строителната техника по време на строителството и автомобилите, посещаващи комплекса. Тяхното въздействие ще бъде локално и ограничено във времето (само по време на работата на комплекса). При възникнало бедствено положение в района на комплекса, дейността му ще бъда преустановена до нормализиране на ситуацията и прилагането на аварийния план за предотвратяване и ликвидиране на последствията.
4. Вид и естество на въздействието (пряко, непряко, вторично, кумулативно, краткотрайно, средно- и дълготрайно, постоянно и временно, положително и отрицателно).
- Въздействието на обекта може да се определи като непряко.
- Кумулативни и комбинирани въздействия не се очакват. Евентуално от намиращия се в непосредствена близост паркинг с пътна връзка към АМ „Марица“ с около 500 бр. паркоместа в ПИ 36110.31.686 по КК на с. Капитан Андреево, но не се очаква, да окажат неблагоприятно въздействие върху околната среда.
- Въздействието е краткотрайно относно периода на изграждане на обекта и относително продължително относно периода на експлоатация.
5. Степен и пространствен обхват на въздействието - географски район; засегнато население; населени места (наименование, вид - град, село, курортно селище, брой на населението, което е вероятно да бъде засегнато, и др.).
Местоположението на площадката е ПИ 36110.557.114 по КК на с. Капитан Андреево, общ. Свиленград. Отстоянието до областния център град Хасково е 85 км, а до общинския Свиленград - 15 км. Отдалечеността от столицата София е около 295 км, а от градовете Пловдив и Бургас - 155 км.
Подари характера на инвестиционното предложение на се очаква да бъде засегнато местното население.
6. Вероятност, интензивност, комплексност на въздействието.
Вероятността от поява на негативно въздействие върху компонентите на околната среда от изграждането и дейността на обекта се определя като незначително.
Потенциалните въздействия за фазите за реализация и експлоатация са без значим характер и в локален машаб.
7. Очакваното настъпване, продължителността, честотата и обратимостта на въздействието.
- Въздействието е краткотрайно относно периода на изграждане на обекта и относително продължително относно периода на експлоатация и е обратимо. Очакваното настъпване е края на 2020 г.
8. Комбинирането с въздействия на други съществуващи и/или одобрени инвестиционни предложения.
- В непосредствена близост са намира паркинг с пътна връзка към АМ „Марица“ с около 500 бр. паркоместа в ПИ 36110.31.686 по КК на с. Капитан Андреево, но не се очаква да окажат неблагоприятно въздействие върху околната среда.
9. Възможността за ефективно намаляване на въздействията.
- Почистване на хумуса и оползотоваването му.
- Дейностите по отпадъците са съобразени с нормативните изисквания. Ще бъдат изпълнени изискванията за селективно разделение на отпадъците, образувани по време на строително-монтажните работи, с цел осигуряване на последващото им оползотовяване, включително рециклиране и постигане на съответните количествени цели за оползотовяване и рециклиране.
- Организирано третиране на отпадъчните води;
- Изграждане и експлоатация на обекта съобразно с мерките за безопасност;
Експлоатирането на обекта в съответствие с приложимото законодателство, няма да оказва отрицателно въздействие върху околната среда.
10. Трансграничен характер на въздействието.
Не се предполага поява и разпространение на такова.
11. Мерки, които е необходимо да се включат в инвестиционното предложение, свързани с избягване, предотврътане, намаляване или компенсиране на предполагаемите значителни отрицателни въздействия върху околната среда и
човешкото здраве.
Основен здравен проблем при изграждането и експлоатацията на комплекса остава шумовото натоварване и замърсяването с общ прах, фини прахови частици и токсични газове. Степента на очакваното неблагоприятно въздействие върху населението е незначителна. Тя се определя от значителното отстояние на населените места. Не се очаква трансгранично въздействие, тъй като няма опасност от далечен пренос на замърсителите. Желателно е при разглеждането на отделните марки за намаляване на отрицателните последствия при експлоатацията на комплекса да се детайлизират като:
- Мерки за ограничаване на вредни въздействия по време на строителството
- Мерки за отстраняване на нарушения в околната среда, в резултат на реализираното строителство.
- Мерки за ограничаване на вредни въздействия по време на експлоатацията – мерки за ограничаване замърсяването на въздуха, на шума и вибрациите, за опазване на човешкото здраве, на местообитанията и на животинския свят.
V. Обществен интерес към инвестиционното предложение.
За инвестиционното намерение са предоставени:
- Обява на засегнатото население в Община Свиленград с вх. №В-6276/02.11.2020 г.;
- Обява на засегнатото население на с. Капитан Андреево с вх. №308/16.11.2020 г.;
Към настоящия момент не е заявен обществен интерес към инвестиционното предложение.
С уважение:
(инж. Гр. Гр. Григорий) | d75933a9-0863-4e97-a712-231a9612920a | HuggingFaceFW/finepdfs/tree/main/data/bul_Cyrl/train | finepdfs | bul_Cyrl | 34,590 |
MEMÒRIA ACT FUNDACIÓ 2020
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ÍNDEX
Carta de presentació. Un any de pandèmia
Aquest ha estat un any especialment difícil per tothom, però molt especialment, difícil per a totes les poblacions del món que pateixen la desigualtat sigui quina sigui.
Els nostres beneficiaris han patit en primera persona el que significa ser pobre enmig d'un context de pandèmia. Un afegit més a la seva ja precària situació de vida.
L'any escolar s'ha perdut, el que significa que milers de nens i nenes han hagut de quedar-se a casa sense les eines necessàries per continuar estudiant i formant-se.
Les famílies y poblacions confinades durant períodes de temps molt llargs no han pogut triar; calia sortir a treballar, fossin quines fossin les condicions, per tal de poder portar quelcom de menjar a casa.
Els nostres projectes han seguit endavant, però fortament condicionats per la situació de pandèmia. En aquest sentit, s'han pogut fer reunions de petit format amb els nens i nenes per tal de fer un seguiment de la seva evolució acadèmica i la seva situació emocional. També hi ha hagut reunions periòdiques de petit format amb les famílies i els grups de dones.
A més a més, COPE TRUST s'ha implicat intensament en pal·liar en la mesura de les seves possibilitats tots aquests contratemps, assistint a la població local amb productes de primera necessitat i suport logístic, així com mantenint el sou de tots els treballadors depenents de l'entitat durant tot aquest temps que encara avui continúa.
Desde la Fundació hem realitzat una campanya de recollida de fons específica per la situació de pandèmia a la zona.
Novament us volem donar les gràcies pel vostre suport, imprescindible per dur a terme tots els projectes que mica en mica van transformant el nostre món en un espai de solidaritat i cooperació mútua.
Qui som?
La Fundació Privada Amics de Cope Trust, ACT Fundació, és una ONGD que treballa per millorar les condicions de vida i l'educació dels infants orfes, semiorfes, i de famílies desestructurades de les classes més desafavorides social i econòmicament de la societat Índia. Les seves accions de difusió i captació de recursos econòmics, humans i materials permeten a la nostra contrapart local treballar amb objectius compartits sobre la població local.
ACT Fundació neix de la necessitat d'establir una relació més directa i professional amb la seva contrapart local a la vegada que representa una figura legal més representativa de la seva acció de cooperació. La Fundació també ens permet oferir als nostres col·laboradors, avantatges fiscals i la confiança que genera aquesta figura legal.
ACT Fundació treballa colze a colze amb l'organització local Índia COPE TRUST (Children Oriented Progressive Education Trust), que és la contrapart a la zona de treball i que duu a terme els projectes cofinançats i consensuats per ACT Fundació i la resta d'organitzacions europees que també donen suport a COPE Trust (COPE Trust Àustria, COPE Trust Foundation Holanda).
Missió
Promoure l'educació i la convivència sense distinció de sexe, casta, credo o condició social dels infants de les zones rurals més pobres de l'Índia.
Treballar intensament per trencar les barreres entre les diferents castes de la població hindú y entre les altres religions a través de l'educació i la promoció de grups especialment de dones amb projectes i objectius comuns.
Visió
Construir una societat igualitària sense distinció de credo, casta, sexe o condició social, on l'ésser humà sigui el protagonista d'aquesta transformació.
Valors
* Compromís amb les persones
* Col·laborar amb contraparts locals.
* Planificació compartida dels projectes.
* Promoure la igualtat de gènere.
* Fer copartíceps dels nostres projectes als beneficiaris.
* Promoure l'emancipació de la dona.
Equip
COPE Trust
Fr. JesuSathianathen: Director i Cap de Projectes.
Miss. M.P.A Rani: Secretaria i Responsable programa educatiu.
Kulanday Sami: Tresorer i responsable de Manteniment dels centres de l'organització.
Helen Jennifer: Assistent a direcció
Sagayaraj: Assistent a programa educatiu
A més a més cada un dels projectes compta amb un o més responsables de zona que vetllen pel seu bon funcionament i mitjançant reunions periòdiques informen de la situació, es plantegen dubtes y es busquen solucions als problemes que poden anar sorgint. S'intenta sempre en la mesura del possible que aquestes persones formin part de la població local perquè entenem que la seva implicació es fonamental pel seu bon funcionament. Recordem que els projectes mai vénen de fora sinó que són demandes de la població local. És per tan lògic que sigui la mateixa població local la que en tingui cura.
ACT Fundació
La Fundació s'estructura a l'entorn d'un patronat que vetlla per l'assoliment dels objectius que es descriuen en els seus estatuts i treballa amb un seguit de voluntàries més properes que organitzen i gestionen les activitats encaminades a divulgar els projectes i captar fons per als mateixos. Puntualment, en l'organització d'esdeveniments que requereixen més recursos humans, es mobilitzen un major nombre de voluntaris.
El patronat de la Fundació està format per les següents persones: Carme Vilardaga, Ada Sala, Cristina García Marsá, Sonia Pallerés Ferrer, Anna Fàbregas Martori, Pilar Barceló Cañellas, Paul Lazzeri, Eduard, Sergi i Carles Rosés Sala.
Els projectes que COPE Trust du a terme a la seva zona d'influència responen a les necessitats de la població local i són consensuats entre COPE Trust, COPE Trust Àustria (https://www.cope.in/), COPE Trust Berlín (https://www.betterplace.org/en/organisations/19805-cope-trust) i ACT Fundació. L'execució dels mateixos corre a càrrec de COPE Trust, involucrant només a població local. Així els mateixos habitants de la zona esdevenen motor de canvi de la seva comunitat.
Els projectes
Esponsorització a casa
Aquest projecte preveu una ajuda financera periòdica a un nen o nena integrant de la família, però que sens dubte la beneficia a tota ja que suposa, en definitiva, un alleujament de la despesa familiar.
Aquesta ajuda financera es tradueix en un ingrés mensual de 1100 Rúpies (uns 15,5€) a un compte corrent del que la dona de la família i COPE Trust en tenen firma. D'aquesta manera la nostra contrapart local pot controlar la despesa i la seva justificació per part de la família. A més a més durant els mesos de juny i juliol, abans que comenci el curs escolar, cada família rep una ajuda de 3000 Rúpies (uns 42€) per les taxes escolars, llibres i uniforme escolar.
En aquests moments 250 famílies es beneficien d'aquest projecte.
Arivaham
"Arivaham" significa casa del saber en llengua Tamil. Es un programa que complementa l'educació pública facilitant un espai i un professorat als nens i nenes en edat escolar de poblacions rurals amb pocs recursos, amb l'objectiu de disminuir en el possible l'absentisme escolar i incrementar el seu nivell educatiu.
Els centres Arivaham també compleixen una funció de dinamització social, ja que solen ser punts de reunió i celebració d'esdeveniments puntuals. També els grups de dones se solen reunir en aquests centres per parlar i organitzar-se.
L'objectiu final del projecte es el d'extendre el projecte a la resta de poblacions de l'àrea de treball.
En aquests moments hi ha cinc centres Arivaham a les poblacions de; Mathur, Suraalipaty, Muthanampatti, Oorunayaganpatti i Periyavetukarnampatti que atenen un total de 350 infants amb 17 persones de personal laboral.
Durant aquest any de pandèmia, els nens i nenes només han anat als arivahams un cop cada setmana o cada quinze dies, per aclarir dubtes de deures del cole i sobretot, per rebre suport emocional. D'aquesta manera s'han sentit acompanyats durant tot aquest temps i creiem que això els ha ajudat a continuar estudiant, encara que amb un ritme més baix del que fan habitualment.
St. Fatima middle school
COPE Trust gestiona l'escola rural St. Fatima Middle School a la localitat de Muthanampatti propietat de la diòciesi de Trichy. Aquesta població presenta un aïllament geogràfic important, lluny de les principals vies de comunicació, a la vegada però actua de conectora d'altres poblacions, al ser la població més important de la zona. Des que COPE Trust s'encarrega de la seva gestió, l'escola ha recuperat els seus objectius pedagògics i educatius. L'edifici completament rehabilitat i ampliat per part de la nostra contrapart local, juntament amb el personal laboral dignament remunerat i els seu compromís amb l'escola es fa notar en els resultats educatius i pedagògics de la mainada. S'hi respira un ambient relaxat i en pau que propicia un bon aprenentatge per part dels estudiants.
L'escola ofereix actualment educació fins a 8th standard (14 anys d'edat). L'èxit d'aquest projecte el tenim en la continuació dels estudis després de finalitzar el darrer curs a l'escola. Aquest any, 30 alumnes continuen estudiant a una escola situada a 2,5 km desplaçant-se a peu i en bicicleta. Aquesta escola pública garanteix la possibilitat a tothom qui vulgui d'acabar el cicle d'escolarització (12th standard equivalent al batxillerat).
L'escola és en aquests moments la millor escola Tamil de cicle mitjà de tot el districte, pel nivell educatiu, infrastructures, disciplina i netedat.
L'objectiu del projecte és disminuir l'absentisme escolar i oferir una educació de qualitat a la població en edat escolar de Muthanampatti i altres pobles de la zona.
Beques per a estudis superiors
Aquest any 2020, 25 nois i noies s'han beneficiat de les beques d'estudi, que aquest any han consistit en el finançament del curs escolar.
Ajudes puntuals a la gent gran
D'entre la població més gran, 55 persones han rebut ajuda de l'organització, ja sigui en forma de diners o productes de primera necessitat.
Ajudes puntuals material escolar i taxes
A l'inici del curs escolar, COPE TRUST facilita el material i uniforme a diverses famílies amb dificultats econòmiques, amb l'objectiu d'animar-los a que els seus fills continuïn escolaritzats.
Trobades periòdiques entre els beneficiaris i COPE Trust
Els seminaris en família que proposa COPE Trust tenen com a objectiu incentivar el diàleg entre els diversos membres de la mateixa, compartint un espai de reflexió que serveixi per millorar les relacions familiars, que solen estar sotmeses a fortes càrregues de stress degut a diversos motius socials i econòmics bàsicament.
Hi ha diversos tipus de trobades, segons al projecte al que estiguin adscrites:
Trobades matinals amb una periodicitat mensual de les famílies del projecte d'esponsorització a casa.
Trobades generals quadrimestrals de tota la família del mateix programa d'esponsorització a casa. El programa es d'un dia sencer, on es realitzen tallers, xerrades y es comparteix un àpat.
Trobades quadrimestrals per totes les famílies implicades en el projecte Arivaham. Cada trobada es correspon al poble on està instal·lat l'Arivaham.
Una trobada anual general amb una representació de tots els projectes que sol fer-se abans de Nadal i que inclou també als més grans de la zona.
Campanya COVID 19
Productes de primera necessitat
Desde l'abril fins al juny del 2020, quan el confinament va ser molt sever, i moltes poblacions es trobaven en una situació crítica, es va començar a proveir aquestes poblacions de material de primera necessitat (alimentació i higiene) per 6500 famílies.
Desde Juny del 2020 fins a març del 2021, es va mantenir l'ajuda periòdica a 250 famílies més vulnerables, d'acord també amb la nostra capacitat econòmica fins al moment.
Ajudes directes a les dones
Degut al COVID 19, el confinament sever ha durat fins al febrer d'enguany. Això ha estat un cop molt dur per moltes famílies. Per això es va obrir una línia d'ajudes a les dones per tal que poguessin fer front a la seva precària situació.
Vàrem donar suport a 280 dones de quatre pobles fortament castigats per la pandèmia, finançant parcialment petits negocis (planxa, costura, compra de bestiar,...) o per pagar una part de les despeses d'estudis superiors dels seus fills.
El total d'ajudes ha estat de 47.700€
Transparència
ACT Fundació està registrada al registre de fundacions de la Generalitat de Catalunya amb el número 2497 i acollida a la llei 49/2002 de 23 de desembre, de règim fiscal de les entitats sense finalitat de lucre i dels incentius fiscals al mecenatge.
Volem que la nostra gestió sigui el màxim transparent possible, perquè estem convençuts que això ens aporta credibilitat i és un dret dels nostres col·laboradors saber el destí final de les seves donacions. És per això que publiquem en aquesta memòria un resum de la memòria econòmica que contempla la relació d'ingressos i despeses de la Fundació.
Base social
Continuem tenint una base social prou sòlida com per mantenir el nivell de finançament econòmic que suposen els projectes de COPE Trust, encara que ja fa un temps patim d'un cert estancament. És per això que confiem en els esdeveniments puntuals que organitzem al llarg de l'any per completar aquests ingressos.
Aquest es l'estat actual dels nostres col·laboradors:
73 col·laboradors regulars
39 col·laboradors en programes d'apadrinament
4 Donants puntuals
13
Estat de comptes (resum)
INGRESSOS
Donacions
9.321,57
Esdeveniments
3.220,00
Padrins i col.laboradors
16.462,00
TOTAL INGRESSOS
29.003,57
DESPESES
Gestió i difusió
1.147,53
Donacions India
26.250,00
Comissions
411,73
TOTAL DESPESES
27.809,26
PREVISIÓ INGRESSOS DESPESES 2021
INGRESSOS
Donacions
9.000
Esdeveniments
Padrins i col.laboradors
16.000
TOTAL INGRESSOS
25.000
DESPESES
Gestió i difusió
1.100
Donacions India
23.000
Comissions
400
TOTAL DESPESES
24.500 | <urn:uuid:3770b5d7-2a53-4564-b795-ac4d2cfb6425> | HuggingFaceFW/finepdfs/tree/main/data/cat_Latn/train | finepdfs | cat_Latn | 13,698 |
Black BoBbY BuRiED
by Molly Keegan Kuhn
Bobby turned black yesterday. Not like his ethnicity, or skin color. But his soul. Not his soul. Not black either. But a violet desecrating blue. That kind of blue that use to sit in the ocean, then dried up, and vanished into a big terrifying stupor. He looked at me with craterish eyes and octopus lips. Withering away into a snail.
```
"Jerald," he whispered. "What?" "I feel great."
```
His cheeks were turning into a slimy pink color, he was shaking like an excited stripper, he was sinking into the couch like it was drowning him, he was sliding into a dramatic 1990s song. And he said to me, "I feel great."
"I'm going to burry you," I told him.
He giggled. Spit flew out of his mouth and landed on my sneaker.
"I'm going to burry you. Because I'm tired of believing in you.
Asshole."
I said this. Believing. And new I was talking out of my ass. Belief. What is that bullshit?
"Believe in what?" he asked.
When we were boys we took a butterfly and caught its wings on fire. We watched it continue to fly with its flight smoldering. Slowly it turned into ashes…but it's body continued to drift in the air. We thought this was nuts. We wanted to capture that butterfly and show it to our mothers, but eventually it landed on the sidewalk. And a lady with a stroller rolled over it.
Available online at «http://fictionaut.com/stories/molly-keegan-kuhn/black-bobby- buried»
Copyright © 2010 Molly Keegan Kuhn. All rights reserved.
When we were boys I took his hand and helped him across a fallen tree. Climbing carefully, trying to escape the river. He turned around with an evil smirk and pushed me. I was still holding onto his other hand. The moron. He fell in with me.
"I don't know," I answered, "But I'm going to burry you. You're dead to me."
"What?" he started laughing this affable laugh, "Stop being so dramatic."
"I'm not joking," I said.
"Fine," he smiled, "Do it. Burry me."
I lifted him up and swung him over my shoulders.
I carried him to my car and buckled him into the drivers seat.
His limp head crashed on the window, he looked like grape jelly.
We drove past the orchards.
The Trailer Park.
We drove past the zoo, the mall, the ice-cream parlor, the office my dad works in, and the Aquarium. Our hands up against the glass, breathing on the plastic, making disgusting faces at the sharks. Ha ha. Sucker. Come and get us. I imagined it biting my face off. Blood going everywhere.
We drove past Emma. We drove past smoking our first hit, driving our first twelve-thousand dollar mustang, dancing together at a Hawaiian Hula, pouring all the wedding liquor into the toilet, beating on our chest like Tarzan, running away from the police, climbing the jail gate, cutting ourselves on electrical tape, and plenty of women. Sleeping with the dogs, jumping the gun, shooting each other with meatballs. Laughing after the neighborhood Grandma fell down the stairs, crying after she died. Almost getting Emma pregnant, coming home to my mother smelling like vodka and cigars. Bobby dancing with my mother in the living room. Me watching her smile like that.
I took him to the swamp. I parked the car mysteriously. I got him out.
I imagined myself throwing him in the river. He would drown. The same way I'm drowning right now without him. He would call me a bitch for saying that.
He lay on the ground. I decided to dig a hole. He stared at the sky. Watching it change colors, change shape, as I drove to a store, bought a shovel, returned, and started digging.
The sky changed from light, to yellow, to rabbit, to pink, to maroon, to orange, to oil, to my mother, to Emma, to sea urchin ground. And finally I carried his body over and swung him inside. He just shook his head, smiling.
I cried as I threw dirt on him. Worms. Centipedes. Mud. Sweat. Rock. A dirty tennis ball… "Fuck you!" I screamed, "Fuck you! For forgetting. For everything. You dirty whore. You're a dirty whore! I believed in you! And I tried to warn you! And you slept with her! Which isn't the point! And you're a fucking whore! And you're a…"
The only words I wanted to say were "motherfucker" and "fuckpiss". But I understood those weren't the words I wanted him to hear. I stood there silently for a while. Watching his knees dance underneath the funeral.
I had no idea what I wanted to say.
I wanted to say, "I love you." And kiss him. But that would be sort of faggot-ish. No offense to fags. But I would run my hands down the dirt and carry him out. I would tell him that I loved him and wanted to marry him. If I wasn't straight. Or if those were the words I wanted to use. But I had no words.
I unburied him. I kissed him on the mouth and brought him home. "Fag," he whispered.
"Shut the fuck up," I yelled. And he loved that I was angry. And I whispered sweet words to him like, "I fucking hate you, you cuntbag." And kissed him all over. Getting dirt in my teeth. Crying because I was still swearing and I hate swearing.
I buckled him in; I slurped out the black from his bones, put him in a class, what are those classes? Those…A.A? F.F? One of those classes. And then I sat there waiting for him.
On this dumb bench, across the street from his A.A or F.F, sitting here, drinking a banana-mango-strawberry smoothie. Waiting for him to get out. I brought the shovel with me just in case, as a warning, maybe as a warning to myself, for what he might do, or what I might need to rescue him from. We can't always salvage them from the garbage. Sometimes their left with that fish smell and that old diaper feel…But it's worth a try. I guess. Occasionally I'd like to be buried, but I don't think he'd do the same for me. I'm pretty sure of it. | <urn:uuid:5563d28b-f323-4dd4-ba6d-78b111e4751e> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 5,715 |
Plasma and Oxy Cutting Solutions
2
Dal 1993 Promotec costruisce macchine per la lavorazione della lamiera con tecnologia laser, plasma, ossitaglio, punzonatura e foratura. Abbiamo installato centinaia di macchine nel mondo, contraddistinte da un livello qualitativo e tecnologico molto elevato. Siamo fieri del nostro primato mondiale nell’applicazione di tecnologie combinate tra laser fibra, plasma e foratura. Abbiamo realizzato per primi anche sistemi integrati di lavorazione in continuo da coil abbinati a linee di spianatura, sistemi di etichettatura e di evacuazione automatica dei pezzi tagliati. L’attuale gamma plasma e ossitaglio è in grado di coprire aree di lavoro fino a 14 metri di larghezza e 60 metri di lunghezza; punta di diamante è senza dubbio la tecnologia laser fibra ad alta dinamica, caratterizzata da velocità e accelerazione eccezionali unitamente alle altre tecnologie di lavorazione (plasma, ossitaglio, foratura).
Promotec has been manufacturing machines for the sheet metal process since 1993 with laser, plasma, flame cutting, punching and drilling technology. We have successfully installed hundreds of machines around the world, characterized by high quality and technology level. We are proud to be in first place to have applied combined technologies with fiber laser, plasma and drilling. Also, we have been the first to build integrated machineries for continuous processing from coil inclusive of stretcher levelling, marking systems and automatic removal of the cut pieces. The current range of plasma and oxy machines covers working areas up to 14 m width and 60 m length; our diamond point is with no doubt the highly dynamic fiber laser technology, with exceptional velocity and acceleration performances together with the standard processes (plasma, oxy, drilling).
Il Gruppo Gigant Industries operante sia in Italia che all’estero, è specializzato nella progettazione e realizzazione di impianti per lo stampaggio ed il taglio della lamiera. Nello specifico i processi e/o le tecnologie utilizzate nel taglio termico sono principalmente il laser fibra, il plasma e l’ossitaglio (quest’ultime abbinate anche alla punzonatura e/o foratura).
The Gigant Industries Group operates in Italy and abroad, is specialized in designing and manufacturing machines for the forming and sheet metal cutting industry. More in detail, the processes or technologies used within the thermal cutting are mainly the fiber laser, plasma and oxy-fuel (the latter also combined with punching and/or drilling).
SUPER KOMPACT è una macchina per il taglio plasma e/o ossitaglio con prestazioni dinamiche elevate, può essere equipaggiata solo con una testa plasma 2D e/o una sola testa ossitaglio 2D. SUPER KOMPACT è stata progettata per soddisfare le richieste di un mercato rivolto prevalentemente al taglio di lamiere di spessore medio sottile con particolare attenzione alle velocità di lavorazione. È una macchina adatta a chi si approccia al mercato del taglio termico tramite tecnologia plasma.
SUPER KOMPACT is a high dynamic performance plasma cutting and/or oxy-fuel cutting machine, it can only be equipped with a 2D plasma head and/or a single 2D oxy-fuel head. SUPER KOMPACT has been designed to meet the requirements of a market mainly addressed to the sheets metal cutting of thin to medium thickness with a focus on processing speed. It is a suitable machine for those who approach the thermal cutting market through the plasma technology.
| MODELLO / MODEL | KS - SUPER KOMPACT |
|-----------------|-------------------|
| Range Asse Y/ Y Axis range | Da 1.500 a 3.000 |
| Range Asse X/ X Axis range mm | Da 3.000 a 14.000 |
| Z Asse / Axis | 150 |
| Velocità / Speed m/1' | 40 |
| Testa Plasma / Plasma Head | 2D |
| Testa Ossitaglio / Oxy Head | 2D |
KOMPACT è una macchina per il taglio plasma e/o ossitaglio ad alta precisione e può avere una o più unità al plasma 2D o Bevel e/o una o più unità di ossitaglio 2D. La macchina inoltre può essere dotata di una unità di foratura ISO 30 con 6 utensili o ISO 40 con 12 utensili e cambio utensile automatico. KOMPACT è stata progettata per soddisfare le richieste di un mercato rivolto prevalentemente al taglio di lamiere di medi spessori, di acciaio al carbonio, acciaio inox e leghe di alluminio. Opzionalmente KOMPACT può essere equipaggiata per taglio di tubi a sezione circolare da 80 a 700 mm di diametro, per una lunghezza massima di 6 metri.
KOMPACT is a high precision plasma cutting and/or oxy-fuel cutting machine and can be equipped with one or more plasma units 2D or Bevel and/or one or more 2D oxy-fuel cutting unit. The machine can also be equipped with a drilling unit ISO 30 with 6 tools or ISO 40 with 12 tools and an automatic tool change. KOMPACT has been designed to meet the requirements of a market mainly addressed to the sheets metal cutting of medium thickness, of carbon steel, stainless steel and aluminum alloys. Optionally KOMPACT can be equipped for cutting circular section tubes from 80 to 700 mm in diameter, for a maximum length of 6 meters.
| MODELLO / MODEL | KT - KOMPACT |
|-----------------|--------------|
| Range Asse Y / Y Axis range | Da 1.500 a 5.000 |
| Range Asse X / X Axis range | mm | Da 3.000 a 60.000 |
| Z Asse / Axis | 200 |
| Velocità / Speed | m/1' | 40 |
| Testa Plasma / Plasma Head | - | 2D o Bevel |
| Testa Ossitaglio / Oxy Head | - | 2D |
| Unità di Foratura / Drilling Unit | - | ISO 30 – 6 Utensili / Tools |
| | | ISO 40 – 12 Utensili / Tools |
* In presenza della testa plasma Bevel il tavolo da lavoro è maggiorato di 500 mm
With the Plasma Head Bevel the working table is 500 mm length more
KOMPACT FLY è un impianto per il taglio plasma che utilizza una meccanica strettamente derivante dalle macchine laser fibra, quindi con prestazioni di velocità e accelerazione al top della categoria. È equipaggiata con una testa di taglio Plasma 2D. KOMPACT FLY è stata progettata con particolare attenzione al cliente che necessita di alti volumi di produzione e tempi ciclo competitivi, per soddisfare le richieste di un mercato rivolto prevalentemente al taglio di lamiere. KOMPACT FLY utilizza un sistema di raccolta sfridi tramite l’impiego di cassetti posizionati sotto il banco di aspirazione.
KOMPACT FLY is a plasma cutting system using a mechanical design closely derived from the fiber laser machines, thus showing speed and acceleration performances at the top of the category. It is equipped with one cutting 2D plasma head. KOMPACT FLY has been designed with specific focus on customers which are in need of high production volumes and competitive cycle times, and to meet the demands of a market primarily targeted at sheet metal cutting. KOMPACT FLY employs a scrap collection system through the drawers placed under the bench.
| MODELLO / MODEL | KF - KOMPACT FLY |
|-----------------|------------------|
| Range Asse Y / Y Axis range | Da 1.500 a 2.000 |
| Range Asse X / X Axis range mm | Da 3.000 a 6.000 |
| Z Asse / Axis | 150 |
| Velocità / Speed m/1' | 110 |
| Testa Plasma / Plasma Head | 2D o Bevel |
* In presenza della testa plasma Bevel il tavolo da lavoro è maggiorato di 500 mm
With the Plasma Head Bevel the working table is 500 mm length more
KOMBI nasce dalla esigenza di implementare su un’unica struttura tutto ciò che interviene nella lavorazione della lamiera, in particolare torce per il taglio plasma 2D e Bevel, per l’ossitaglio, anche a più teste ed, infine, foratrici ISO40 e ISO50 con relativo magazzino utensile automatico. La struttura si presenta robusta e compatta su binari con guide di precisione che garantiscono, nonostante il peso, tolleranza di lavorazioni molto simili ai centri di lavoro.
KOMBI originates from the need to implement on a single structure all technologies required in the processing of sheet metal, like torches for the 2D and Bevel plasma cutting, for oxy-fuel, also with multiple heads and, finally, ISO40 and ISO50 units for the drilling with its automatic tool storage. The structure is robust and compact on tracks with precision guides, that guarantee, despite the weight, a tolerance of processes very similar to the milling machine centre.
Plasma, ossitaglio, foratura
Plasma, oxy, drilling
| MODELLO / MODEL | KB - KOMBI |
|-----------------|------------|
| Range Asse Y / Y Axis range | Da 2.500 a 6.000 |
| Range Asse X / X Axis range | mm | Da 12.000 a 60.000 |
| Z Asse / Axis | 150 |
| Velocità / Speed | m/1' | 45 |
| Testa Plasma / Plasma Head | - | 2D o Bevel |
| Testa Ossitaglio / Oxy Head | 2D |
| Unità di Foratura / Drilling Unit | ISO 40 - 12 Utensili / Tools | ISO 50 - 12 Utensili / Tools |
* In presenza della testa plasma Bevel il tavolo da lavoro è maggiorato di 500 mm
With the Plasma Head Bevel the working table is 500 mm length more
KOMPACT LIGHT rappresenta la soluzione entry level per la realizzazione di una macchina di taglio al plasma dedicata alla carpenteria. Può essere offerta con una sola testa di taglio al plasma sia alta definizione che tradizionale. Velocità ed estrema precisione unite ad una semplicità di utilizzo, rendono questa macchina un prodotto indispensabile ed altamente produttivo.
KOMPACT LIGHT is the entry level solution to build a plasma cutting machine for carpentry. It can be equipped with one cutting 2D plasma head both standard and high definition. Cutting speed, outstanding precision and ease of use, make this machine essential and highly productive.
| MODELLO / MODEL | KL - KOMPACT LIGHT |
|-----------------|---------------------|
| Range Asse Y / Y Axis range | Da 1.000 a 2.000 |
| Range Asse X / X Axis range | Da 2.000 a 6.000 |
| Z Asse / Axis | 200 |
| Velocità / Speed | m/1' 40 |
| Testa Plasma / Plasma Head | 2D |
KOMPACT AIR è stata progettata espressamente per carpenteria leggera e il trattamento dell’aria. Adatta a lamiere normali, zincate o inox di piccoli spessori, la corretta altezza di taglio viene mantenuta grazie al suo speciale piattello a contatto di lamiera, appositamente studiato per lamiere fini. Con il software a corredo sarà possibile sviluppare oggetti complessi in modo semplice, partendo da centinaia di “pezzi speciali” già pronti all’uso (quadrì-tondi, coni, raccordi, cappe, ecc).
KOMPACT AIR has been conceived specifically for light carpentry and air treatment. It is suitable to standard, zinc-coated or thin steel metal sheets; the precise cutting height is guaranteed through the special mechanical device. Thanks to the dedicated software it is possible to develop complex products in a simple way, based on hundreds of “special pieces” available (square-round, cones, connections, hoods, etc).
| MODELLO / MODEL | KA - KOMPACT AIR |
|-----------------|------------------|
| Range Asse Y / Y Axis range | Da 1.000 a 2.000 |
| Range Asse X / X Axis range | mm Da 2.000 a 4.000 |
| Z Asse / Axis | 100 |
| Velocità / Speed | m/1' 40 |
| Testa Plasma / Plasma Head | 2D |
### Super Kompact
| Y | Ya | X | Xa | h |
|-----|-----|------|------|-----|
| 1500| 2900| 3000 | 5300 | |
| 2000| 3400| 4000 | 6500 | |
| 2500| 3900| 6000 | 8900 | |
| 3000| 4400| 8000 | 11300| |
| | | 12000| 14900| |
| | | 14000| 16100| |
### Kompact
| Y | Ya | X | Xa | h |
|-----|-----|------|------|-----|
| 1500| 3700| 3000 | 6500 | |
| 2000| 4200| 4000 | 7700 | |
| 2500| 4700| 6000 | 10100| |
| 3000| 5200| 8000 | 11300| |
| 3500| 5700| 12000| 16100| |
| 4000| 6200| 14000| 17300| |
| 4500| 6700| 15000| 18500| |
| | | 18000| 20900| |
| | | 20000| 23300| |
| | | 22000| 24500| |
| | | 24000| 26900| |
| | | 27000| 29300| |
| | | 30000| 32900| |
### Kompact Fly
| Y | Ya | X | Xa | h |
|-----|-----|------|-----|-----|
| 1500| 2300| 3000 | 4700| |
| 2000| 2800| 4000 | 6300| 800 |
### Kombi
| Y | Ya | X | Xa | Xb | h |
|-----|-----|------|-----|-----|-----|
| 2500| 5300| 3000 | 6700| | |
| 3000| 5800| 4000 | 8200| | |
| 3500| 6300| 6000 | 9700| | |
| 4000| 6800| 9000 | 12700| | |
| 4500| 7300| 12000| 15700| | |
| 5000| 7800| 15000| 18700| | |
| 6000| 8800| 18000| 21700| 1800| 700 |
| 21000| 24700| | | |
| 22000| 26200| | | |
| 24000| 27700| | | |
| 27000| 30700| | | |
| 30000| 33700| | | |
### Kompact Light
| Y | Ya | X | Xa | h |
|-----|-----|------|-----|-----|
| 1500| 2500| 4100 | 3000| 820 |
| 2000| 2800| 5100 | 4000| |
| 2000| 2800| 7100 | 6000| |
### Kompact Air
| Y | Ya | X | Xa | h |
|-----|-----|------|-----|-----|
| 1500| 2500| 4100 | 3000| 820 |
| 2000| 2800| 5100 | 4000| |
The laser welding process is a precise and efficient method for joining metal parts. It involves the use of a high-intensity laser beam to melt and fuse the materials together, resulting in a strong and durable bond. This technology is widely used in various industries due to its versatility and ability to weld different types of metals with minimal distortion or deformation.
In the image provided, we can see a close-up view of a laser welding machine in action. The laser beam is focused on the joint area between two metal pieces, causing them to melt and fuse together. The bright light emitted by the laser indicates the intense heat generated during the welding process. This heat is controlled to ensure that only the necessary area is affected, preventing any damage to surrounding materials.
Laser welding offers several advantages over traditional welding methods. Firstly, it requires less heat input compared to arc welding, which reduces the risk of warping or cracking in thin-walled components. Secondly, the process is highly automated, allowing for consistent results and increased productivity. Additionally, laser welding produces very little smoke or fumes, making it an environmentally friendly option.
Overall, the laser welding process plays a crucial role in modern manufacturing, enabling the creation of high-quality products with precision and efficiency. As technology continues to advance, we can expect even more innovative applications of this versatile technique across various sectors.
Promotec Laser Sheet Metal Cutting SRL - Via Levico, 25 – 35035 Mestrino (PD) Italy – Ph- +39-049-9004619
GIGANT INDUSTRIES – Headquarters: Via Bargellino, 25 – 40012 Calderara di Reno (BO) Italy
www.gigant-industries.com email@example.com | <urn:uuid:53c5d069-a05a-46f3-a42c-14747a0e951b> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 14,564 |
Amarillo Police Department
ANNUAL REPORT 2021
# Table of Contents
3 Message from the Chief
4 Mission Statement and Values
5 Administration Division
6 Budgeting and Staffing
6 Police Fleet
7 Organizational Chart
8 Internal Affairs Office
9 Project Safe Neighborhoods
9 Public Safety Partnership
10 Pubic Information Officer
11 Amarillo Crime Stoppers
12 Amarillo Crime Stoppers Statistics
13 Intelligence and Analysis Unit
14 City of Amarillo Crime Statistics
18 Patrol Division
19 Neighborhood Police Officer (NPO Unit)
20 Crisis Intervention
22 Honor Guard
23 Patrol Division Statistics
25 Amarillo Emergency Communications Center
26 Amarillo Emergency Communications Center’s Statistics
27 Specialized Operations Division
28 Bomb Squad
28 Narcotics Unit
29 Swat Team
30 Tactical Flight Officer
30 Crisis Negotiator Team
30 Directed Operations
30 Pace
31 Motorcycle Squad
32 Parking Enforcement
32 School Liaison Officer
33 Dive Team
34 Criminal Investigation Division
35 Domestic Violence Unit
35 Special Victims Unit
36 Homicide Unit
37 National Integrated Information Network (NIBIN) Program
37 Violent Crimes Unit
38 General Investigations Unit
41 Training and Personnel Division
42 Police Staffing and Attrition
46 Field Training Officer Program
46 Physical Fitness Test
46 Shooting Complex
47 In-service Training
47 Recruiting Activities
49 Texas Police Chiefs Association Foundation (TPCAF) Best Practices
50 Specialized Operations Division
52 Police Exploring Program
53 Amarillo South Rotary - Officers of the Quarter
56 In Memoriam
To the Honorable Mayor Ginger Nelson and the City Council of Amarillo,
It is my pleasure to present the 2021 Amarillo Police Department Annual Report. I hope that you find this information a useful summary of the department’s operations, resources, and strategy.
The department provides police service to an estimated 201,411 citizens, covering over 104 square miles. The police department maintains best practice recognition from the Texas Police Chiefs Association Foundation recognition program which outlines over 170 standards the department must continuously meet.
2021 presented unique challenges from a continuing pandemic to a nationwide surge in homicides. Senate Bill (SB) 22 (87th Legislature, effective June 14, 2021), created a statutory presumption for COVID-19 claims involving most first responders. Sadly, three Amarillo Police officers succumbed to this illness in 2021 and the department held three line of duty death services.
The overall Part 1 index crimes continued to trend downward, including violent crimes. However, the category of homicide increased, with 21 murders in Amarillo. There were an additional 6 persons killed in legally justified incidents. Both numbers contributed to community concerns regarding the number of people killed.
The department facilitated more community meetings this year. Police officers attended and hosted events at Bones Hooks Park, Hamlet Park, Hillside Christian Church – North campus, and more than a dozen other community-based events.
Enclosed is a summary of activities and crime information in Amarillo for 2021. It is our honor to serve the residents of our great city. We appreciate the support of City Council and the citizens of Amarillo in keeping our city a safe place to live, work, and play.
Martin Birkenfeld
Chief of Police
OUR Mission
The mission of the Amarillo Police Department is to provide excellent public service and law enforcement to the community, with the goal of keeping Amarillo a safe place to live, work, and play. The Department shall provide this service by utilizing best practices in law enforcement, continuous improvement in leadership and professionalism, and partnership with the community.
OUR Values
Members of the Amarillo Police Department, through leadership and a professional culture, are guided by the highest ethical standards. We embrace the values of Honor, Truth, Integrity, Service, Courage, and Leadership. It is our commitment to maintain the trust of the community through a cultural dedication to these values. We have the utmost respect for the rights of the individual, the needs of the community, and the values outlined by laws and the Constitution of the State of Texas and the United States of America. It is our goal to consistently take actions that increase the safety of the community while communicating our actions in a manner that reduces the fear of crime.
CORE Values
Honor – We recognize the value of honor in our profession and our personal lives. We commit to fulfilling our duties in a manner that reflects professional and personal pride, with respect to the dignity of the individual, the sanctity of community, and the consideration of fairness to all.
Truth – The truth is of the highest importance to maintain the trust of the community and the respect for the individual. We commit to being truthful in all matters and transparent in our manner of conducting business.
Integrity – Strong moral and ethical values are the backbone of the Amarillo Police Department. We conduct ourselves in a manner that is consistent with the highest standards of the community. Our integrity guides our conduct while on duty as well as in our personal lives.
Service – Our service to the community is guided by a strong sense of fairness and righteousness. We serve in such a manner that promotes the wellbeing of all, with the understanding that each person’s success contributes to the overall health of the community.
Courage – We hold that courage is the mental, moral, and physical strength to overcome fear, and to do what is right. The ability to make tough decisions under stress, pressure, and danger are essential to mission success.
Leadership – Leadership is a responsibility of public servants. Each member of the police department displays leadership within the department to mentor others and foster a culture that supports these values. We act as leaders within our community by setting a good example and taking initiative to solve problems and improve the quality of life in Amarillo.
Administration Division
The Administration Division is responsible for planning, budgeting, and the overall direction of staffing, and operating the Amarillo Police Department. The division includes the chief, two assistant chiefs, public information office, internal affairs investigations, and fleet management.
Asst. Chief Ken Funtek is responsible for the Operations Bureau. The Operations Bureau consists of the Patrol Division and the Specialized Operations Division. The Patrol Division provides first responder services using marked vehicles and proactive patrol in every city neighborhood. The Specialized Operations Division provides focused problem solving and police services, covert field investigations, and special emergency response teams. The newly created Intelligence and Analysis Unit is also the responsibility of the Operations Chief.
Assistant Chief Jimmy Johnson is responsible for the Investigation and Staff Services Bureau. This bureau consists of the Criminal Investigation Division, the Training and Personnel Division, and the Records Services Division. The Criminal Investigation Division provides investigative services for almost all crime reports. This division also contains the Property and Evidence Unit, the Crime Scene Investigation Unit, and the Crime Analysis Unit. The Training and Personnel Division operates the Amarillo Police Academy and provides recurring training to all police officers and civilian employees. The Records Services Division maintains the department’s records management system and public information requests.
Budgeting and Staffing
The Amarillo Police Department had an operating budget of $50,396,085 for fiscal year 2020-2021. The department applies for several grants each year to supplement operations and equipment. The department is authorized for 372 police officer positions, and 63 full time civilian positions.
Sworn police officer staffing at the end of 2021:
| Position | Number |
|---------------------------|--------|
| Chief of Police | 1 |
| Asst. Chief of Police | 2 |
| Captains | 4 |
| Lieutenants | 16 |
| Sergeants | 73 |
| Corporals | 80 |
| Officers | 166 |
| Recruit Officers | 23 |
| **Total** | **365**|
| Gender | Number | Percentage |
|--------------|--------|------------|
| Males | 319 | 87.4% |
| Females | 46 | 12.6% |
| Race/Ethnicity | Number | Percentage |
|----------------|--------|------------|
| American Indian| 1 | 0.3% |
| Black | 8 | 2.2% |
| Hispanic | 66 | 18.1% |
| White | 290 | 79.5% |
Police Fleet
The Police Department operates a fleet of vehicles designed to provide optimum service usage. The largest number of vehicles are dedicated to patrol and are primarily marked black and white patrol cars. Most of the cars are the Ford Police Interceptor SUV. These vehicles are purpose-built for police work and have been the preferred patrol car since 2014.
Other cars are used for administrative and investigative transportation and call out responses. These vehicles are primarily unmarked cars, although most are equipped with emergency lights. A portion of the fleet is refreshed each year with new vehicles, based on mileage or years of service. Most cars are purchased and maintained by the City of Amarillo Fleet Services. A few specialty vehicles are purchased separately by the department. The Amarillo Independent School District and Canyon Independent School District purchases and maintain a majority portion of the patrol cars assigned to schools.
| Types of Vehicle | Assignment | Number of Vehicles |
|--------------------------|-----------------------|--------------------|
| Marked Patrol Cars | Patrol Division | 104 |
| Marked Patrols Cars | School Liaison Unit | 17 |
| Marked Police Cars | Motorcycle Unit | 13 |
| Unmarked Vehicles (mixed)| Administration and CID| 61 |
| Special Purpose Vehicles | Specialized Operations Divisions | 54 |
Organizational Chart
AMARILLO POLICE DEPARTMENT
10-01-2021
Chief of Police
Assistant Chief Operations Bureau
Captain Special Operations Division
Captain Criminal Investigation Division (CID)
Captain Training and Personnel Division
Manager Records Services
PIO 1 Sgt.
Internal Affairs 2 Sgt.
Lt. AEC
Captain Patrol Division
Lt. 1st Watch
Lt. 2nd Watch
Lt. 3rd Watch
Lt. Honor Guard
Lt. Covert Tactical
Lt. Directed Operations
1 Sgt. SWAT
1 Sgt. NPO Program
1 Sgt. Bomb
1 Sgt. Narcotics
2 Sgt. School Liaison
1 Sgt. Motors
TFO's DEA FBI HHS ATF DPS Aircraft
Crisis Negotiation Team
Parking Enforcement
Municipal Court
AES Liaison
1 Sgt. Juvenile & Civilian Inv.
1 Sgt. Burglary
1 Sgt. Theft
Lt. DVU 8 Sgt.
Lt. SVU 7 Sgt.
Lt. General Inv.
1 Sgt. Traffic Inv.
Financial Crimes 5 Sgt.
PABTU 3 Sgt.
Manager Property/Evidence
1 Sgt. Training Coordinator
Recruitment
FTO Program
Background Investigation
Data Entry
Open Records Validation Front Counter
The Amarillo Police Department investigates every complaint received. The goal of this program is to maintain public trust and transparency. The Internal Affairs (IA) office reports directly to the Chief’s office. The IA investigators receive complaints and investigate allegations of misconduct, excessive force, or other criminal violations. The IA office tracks all investigations and disciplinary records and compiles yearly reports on the dispositions.
Many investigations are generated internally when supervisors discover misconduct or policy violations. All patrol officers are equipped with body cameras and there are stationary cameras in all patrol vehicles. Supervisors regularly review reports and video of incidents to ensure that officers are providing quality service and complying with policy and laws.
Complaint dispositions include sustained, not sustained, exonerated, unfounded, or pending. A sustained complaint results in corrective action such as remedial training, written warning or reprimand, or suspension, demotion, or separation from employment.
| Types of Complaint | Sustained | Not Sustained | Exonerated/ Unfounded | Total |
|-------------------------------------|-----------|---------------|-----------------------|-------|
| Excessive Force | 1 | 7 | 11 | 19 |
| Unlawful Arrest | 0 | 0 | 2 | 2 |
| Neglect of Duty | 53 | 6 | 38 | 97 |
| Conduct Unbecoming | 24 | 4 | 27 | 55 |
| Criminal Offense | 0 | 0 | 3 | 3 |
| Unlawful Search | 0 | 1 | 5 | 6 |
| Falsify/Release Records | 0 | 0 | 0 | 0 |
| Racial Profiling | 0 | 0 | 5 | 5 |
| **Total** | **78** | **18** | **91** | **187**|
The IA office also investigates all cases where a police officer discharges their firearm. These incidents are also reviewed by command staff for training and policy recommendations.
| Types of Incident | Justified (Exonerated) | Not Justified | Negligence |
|------------------------------------|------------------------|---------------|------------|
| Animal Attack | 4 | 0 | 0 |
| Animal Severely Injured | 0 | 0 | 0 |
| Deadly Force Encounter | 2 | 0 | 0 |
| Accidental/Negligent | 0 | 0 | 0 |
Project Safe Neighborhoods
In January 2019, the Amarillo Police Department entered a partnership with surrounding law enforcement agencies to reduce violent crime in Amarillo. Project Safe Neighborhoods (PSN) is driven by the Assistant United States Attorney’s (AUSA) office in Amarillo and is based on statistical analysis and mapping of areas where violent crime are concentrated. This area of violence is labeled as the PSN Zone. Working with the AUSA and other agencies, violent crime in the PSN Zone has been addressed through community outreach, targeted operations, and vigorous prosecution of convicted felons in possession of firearms. From 2020 to 2021, the PSN zone saw a reduction of violent index crimes by more than 26%. The department will continue to make violent crime reduction a priority in the PSN area and other problem areas identified by data.
Public Safety Partnership
In June of 2019, the city of Amarillo was selected as one of ten cities in the nation to participate in the Public Safety Partnership (PSP) to combat violent crimes. This partnership is provided through the United States Department of Justice (DOJ) and provides additional support to Amarillo by collaborating on violent crime reduction strategies. DOJ experts engage with the department to identify and prioritize resources and strategies to address violent crimes in the city. PSP support has provided assessments of the investigative and crime analysis functions of the department. PSP also provides training and technical assistance, and experienced consulting to better understand grant opportunities to enhance violent crime reduction initiatives. The PSP program is provided at no cost to the department and will continue through June of 2022.
---
1 Research conducted by Michael Bachman, PH.D., PSN Research Partner, Magnus Research Group
The Public Information Office (PIO) is staffed with one sergeant, two corporals, and an administrative assistant. The PIO provides public education in crime prevention ranging from traffic safety to sexual assault awareness. The PIO also creates presentations using nationally accepted crime prevention strategies and adding information based on local crime trends and police experience. This helps make programs that are original and that can be tailored to people in specific jobs or businesses.
Some organizations schedule PIO presentations on a recurring basis as employee safety or prevention education. Programs are provided upon request to anyone interested in safety, prevention, or APD operations. In 2018, both Sgt. Burr and Cpl. Hilton became Certified Crime Prevention Specialists. This designation gives the PIO credentials and access to networking that can provide the latest information and trends in all areas Crime Prevention related.
The PIO has provided job-specific crime prevention and safety training for realtors, social workers, bank employees, and utility service employees. Public concern about violence in the workplace, including active threat events, continues to generate requests for site visits and presentations. Cpl. Hilton is a certified instructor for CRASE (Civilian Response to Active Shooter Events) and offers presentations to any type of group in the community.
The PIO educates the public in both prevention and the department’s efforts to reduce crime. The PIO provided 283 formal presentations reaching 7,362 people in 2021. This was up from 2020, where the PIO provided 276 presentations with 7,171 people attending. The COVID-19 pandemic was the cause of the low numbers in 2020.
The PIO provides classroom training in media interaction for new sergeants and hostage negotiators and provided roll call training to make officers aware of APD social media outreach. The PIO also provides police department training to new dispatchers at AECC.
The PIO provides information about APD operations and activity through media releases. Sgt. Burr and Cpl. Hilton are certified as professional Public Information Officers. Written press releases allow the PIO to provide detailed information to the public and the media. In 2021, the PIO created, reviewed, or published 286 formal releases, and posted updates to many of those releases. In addition, the PIO provides information directly to the media through daily contact. Most often, the media requests information about routine incidents they are made aware of through scanner traffic, social media, or other sources. They also contact the PIO for additional information and interviews to complete reports of their own or to obtain interviews and follow up on releases.
Releases are distributed through multiple venues which include the department’s Nixle account, Twitter, Facebook, and Nextdoor. The PIO has grown subscriptions on all these platforms significantly. The Amarillo PD Facebook page currently has over 48,000 followers, @AmarilloPD Twitter has 6,176 followers. The APD Nextdoor reach is over 41,000 households citywide. The PIO uses Nixle for information releases and important notices to the public. Nixle subscriptions are at 15,630. The PIO is working to expand the department’s YouTube presence. The PIO is also launching a podcast in 2022 on the YouTube channel.
Amarillo Crime Stoppers operates as part of the Public Information Office, playing an important role in coordinating with the media and investigators to publicize information about wanted suspects and unsolved crimes. In 2021 Amarillo Crime Stoppers received 1,512 tips. In addition to tips being assigned to specific units within the department, this information is published in weekly crime bulletins for patrol officers.
### Amarillo Crime Stoppers Statistics
| Total Tips Received | 1,512 |
|---------------------|-------|
| Rewards Approved | 39 ($9,100) |
| Rewards Claimed | 94 |
| Arrests as a Result of Tips | 240 |
| Cases Cleared from Tips | 9 |
| Weapons Recovered | 16 |
| Stolen Property Recovered | $184,000 |
| Narcotics seized (Est. Value) | $143,325 |
The annual Crime Stoppers Car Show was held at the Amarillo Civic Center in September with over 140 vehicles registered. Amarillo Crime Stoppers attended several events in 2021, providing Kids ID’s to the public throughout the year. Over 3,500 ID cards were made for children which aid law enforcement should a child become missing.
Intelligence and Analysis Unit
In 2021, the department established the Intelligence and Analysis Unit. Lt. Shane Chadwick is assigned to supervise and build the infrastructure and develop the processes to make the unit self-sufficient and able to support the needs of the Amarillo community with a focus on reducing violent crime. This initiative is intended to create a real-time crime center in conjunction with the crime analysis function to provide actionable intelligence that police officers can use to locate evidence, identify suspects, and solve crimes faster.
The crime analysis function has been in place for many years but has recently grown to include three civilian crime analysts. They provide services to Amarillo police officers and surrounding law enforcement agencies. Some of these services include crime bulletins, suspect information, social media research, statistical crime analysis, and administrative analysis.
The real time crime center is intended to be a regional resource called the Amarillo Regional Crime Center (ARCC). The ARCC will include technologies that can bring in live or recorded video feeds from potentially hundreds of sources throughout the region. The ARCC will use license plate reader (LPR) technology to help identify violent crime suspects, stolen vehicles, and missing children among other things. LPR technology was deployed in late 2021 with early successes in capturing stolen vehicles.
The ARCC funding has been sourced from various grant funding through PSN, PSP, and the American Rescue Plan Act of 2021. Construction is planned for the 5th floor of the police building to locate the ARCC and supporting infrastructure. Future expansion of the ARCC could include gunshot detection technology and aerial surveillance equipment.
CITY OF AMARILLO
PART 1 CRIME STATISTICS
Comparison from 2020 to 2021. Amarillo saw 8.6% fewer Part 1 Crimes in 2021.
| Offense | 2020 | 2021 | Change |
|--------------------------|------|------|--------|
| Homicide | 15 | 21 | 40.0% |
| Rape | 147 | 145 | -1.4% |
| Robbery | 239 | 188 | -21.3% |
| Aggravated Assault | 1,279| 1,144| -10.6% |
| Burglary | 1,419| 1,307| -7.9% |
| Larceny Theft | 4,887| 4,590| -6.1% |
| Stolen Vehicles | 1,063| 859 | -19.2% |
| Arson | 32 | 47 | 46.9% |
| **Total** | 9,081| 8,301| -8.6% |
The overall Part 1 crime rate in Amarillo dropped in 2021. However, murders and arsons increased in 2021.
| Offense | 2020 Rate per 100,000 | 2021 Rate per 100,000 | 2020 US Rate per 100,000 |
|--------------------------|-----------------------|-----------------------|--------------------------|
| Homicide | 7.3 | 10.4 | 6.5 |
| Rape | 71.8 | 72.0 | 38.4 |
| Robbery | 1,16.7 | 93.3 | 73.9 |
| Aggravated Assault | 624.4 | 568.0 | 279.7 |
| Violent Crime Rate | 801.6 | 743.7 | 398.5 |
| Burglary | 692.8 | 649.9 | 314.2 |
| Larceny Theft | 2,385.9 | 2,278.9 | 1,398.0 |
| Stolen Vehicles | 519.0 | 426.5 | 146.0 |
| Arson | 15.6 | 23.3 | 13.2 |
| Property Crime Rate | 3,542.1 | 3,378.6 | 1,958.2 |
| **Total** | 4,433.5 | 4,121.4 | 2356.7 |
For detailed definitions of Part 1 crimes see https://ucr.fbi.gov/crime-in-the-u-s/2011/crime-in-the-u-s-2011/offense-definitions
2020 population estimate from City of Amarillo Planning Department = 204,828
2021 population estimate from City of Amarillo Planning Department = 201,412
Total US data from https://crime-data-explorer.fr.cloud.gov/pages/explorer/crime/crime-trend
Homicide
- 2017: 16
- 2018: 12
- 2019: 15
- 2020: 15
- 2021: 21
Rape
- 2017: 185
- 2018: 204
- 2019: 162
- 2020: 147
- 2021: 145
Robbery
- 2017: 237
- 2018: 306
- 2019: 246
- 2020: 239
- 2021: 188
Aggravated Assault
- 2017: 1085
- 2018: 1112
- 2019: 1027
- 2020: 1279
- 2021: 1144
Burglary
- 2017: 1656
- 2018: 1491
- 2019: 1422
- 2020: 1419
- 2021: 1307
Larceny Theft
- 2017: 6182
- 2018: 6078
- 2019: 5478
- 2020: 4887
- 2021: 4590
Stolen Vehicles
- 2017: 995
- 2018: 914
- 2019: 987
- 2020: 1063
- 2021: 859
Arson
- 2017: 46
- 2018: 36
- 2019: 39
- 2020: 32
- 2021: 47
The Patrol Division provides excellence in protecting and serving the Amarillo Community. The Division is responsible for providing traditional law enforcement services as well as innovative approaches to community problems. The Patrol Division is also in partnership with the Amarillo Emergency Communications Center (AECC), which provides dispatch services to many public safety entities within the city of Amarillo.
Officers in the Patrol Division provide police services 24 hours a day, 365 days a year. Patrol officers are assigned to three overlapping 10-hour watches and are staffed accordingly during the busiest times to better serve the citizens of Amarillo with a timely response. Day shift (2nd Watch) is led by two lieutenant watch commanders, six sergeant patrol supervisors, and patrol officers. Evening shift (3rd Watch) is led by two lieutenant watch commanders, seven sergeant patrol supervisors and is staffed with the highest number of patrol officers. Midnight shift (1st Watch) is led by one lieutenant watch commander, six sergeant patrol supervisors, and patrol officers. The overlap between evening shift and midnight shift is the longest due to call volume being the largest during this time of day.
A police lieutenant works in conjunction with the Amarillo Fire Department to lead the AECC operation.
In 2021, the Amarillo Police Department had 97,427 calls for service, up from 95,271 calls for service in 2020. APD Priority Call response time in 2021 increased 16 percent from 2020, and APD Non-Priority Call response time was increased 18 percent from 2020. This increase is response times can be attributed to more calls for service during a time where there was a significant increase in officer illnesses and quarantines due to the pandemic.
Officers made 6,619 arrests during 2021. This is a 10 percent increase in arrests from 2020.
In addition to the Patrol function, the Patrol Division is supported by several specialized units. These include the Neighborhood Policing Unit (NPO Unit), the Crisis Intervention Team (CIT Unit), and the K9 Unit. The Patrol Division also oversees the Mobile Field Force Unit, which responds to Civil Disturbance events. Many officers in the Patrol Division hold part-time assignments in these other specialized assignments: SWAT, Hostage Negotiators, Bomb Squad, Honor Guard, Dive Team, Field Training Officers, Instructors, and other assignments.
Neighborhood Police Officer (NPO Unit)
The mission of The NPO Unit is to promote positive police relationships with the community, reduce crime, and improve the overall quality of life. This philosophy creates a partnership used to proactively address the immediate conditions that give rise to public safety issues such as crime, social disorder, and the fear of crime. The unit encourages the community to determine its own needs through the exchange of ideas and problem-solving techniques. In essence, customer service and developing trust is one of the NPO Unit’s top priorities. The NPO Unit is currently assigned to six small neighborhood zones and one downtown zone. These small zones create an area of responsibility for the officers to learn about the problems that are important to the residents and business owners who live there. The officers are asked to take calls for service in their zones which helps the officers understand problems and contributes to reducing response times to calls for service. The officers are highly pro-active in police work and community engagement.
The NPO Unit is comprised of 13 officers and one Sergeant. The current strength of the unit is 10 Officers, two Corporals and one Sergeant. The Unit is currently led by Sgt. Wesley Brown. Every NPO neighborhood has two officers assigned to it, except for the Southlawn and East (Barrio) neighborhoods, which currently operate with one officer each.
In 2021, the NPO Unit attended events in the community and put on a July 4th event at Hamlet Park. This was done with tremendous teamwork and partnership with the community. The event was successful and over 500 T-shirts were given out. The NPO Unit also attended events including but not limited to: Juneteenth Celebration in Bones Hooks Park, the Northside Toy Drive at Palo Duro High School, Cops for CASA, the Sun Adventure bike ride to the Amarillo Children’s Home, assisting with the Explorer’s Program, Snack Pack 4 Kids, and many others. While the pandemic hit hard locally, the NPO Unit continues to be involved in each of their neighborhoods.
**NPO Offices**
- North Heights Office – Inside the Charles Warford Activity Center, 1330 NW 18th Ave.
- San Jacinto Office – Inside the Heal the City facility, 609 S. Carolina St.
- Southlawn Office – Inside the Maverick Boys and Girls Club, 1920 S. Lincoln St.
- East (Barrio) Office – Inside the Wesley Community Center, 1615 S. Roberts St.
- Downtown Office – Inside Happy State Bank garage, 200 SE 8th Ave.
- Eastridge Office – Two locations
- Inside Eastridge Baptist Church, 1300 Evergreen St., &
- Inside Bethesda Outreach Ministries, 1101 Fritch Hwy
- Hamlet Office – Inside New Covenant Missionary Baptist Church, 3100 Angelus Dr.
Crisis Intervention
APD CIT is partnered with numerous agencies and organizations, including Texas Panhandle Centers and the Panhandle Behavioral Health Alliance, to help improve the quality of mental healthcare available to those in need of mental health resources. APD CIT officers provide most of the mental health training for the department. CIT is directly involved in training recruits in the academy and providing in-house training to police officers during in-service and periodic muster training to the Patrol Division. APD is well known throughout the region as an authority on police crisis intervention, and outside agencies frequently consult the team to provide advice and training. The department is also partnered with the State Association of Crisis Intervention Teams, which affords resources and training opportunities in crisis intervention.
The partnership between CIT and Family Support Services LOSS (Local Outreach for Survivors of Suicide) Team continues to progress and expand. This group of volunteers seeks to contact family and/or friends connected to a completed suicide in our community and provide them aftercare and resources following these traumatic events. Patrol supervisors have been instructed on how to contact LOSS in the event of a completed suicide.
CIT continues its partnership in the Intercept program. Intercept is a collaborative effort between APD and Texas Panhandle Centers (TPC), working through a grant from HB 13, that places a mental health professional in the field alongside a CIT officer. Through Intercept, persons in need of mental health resources have real time access to follow-up appointments with TPC as well as access to prescription medication, telehealth, and counseling. This program expanded this year to three full-time TPC professionals.
CIT officers are responsible to work crisis cases from initial report to the closing of the case. This, along with follow-up investigations, help prevent and mitigate future crises and ensure opportunity for further treatment. In 2021, the five full-time CIT officers answered over 30 percent of the calls for service directly related to a mental health crisis or suicide attempt and conducted follow-up on a majority of the over 1,500 cases generated. The team was bolstered by the addition of CIT alternate team members who volunteer and assist with CIT incidents.
The Amarillo Police Department Honor Guard serves as the ceremonial unit for the department at any official function designated by the Chief of Police. The Honor Guard also represents the Amarillo Police Department at funerals for officers of other agencies who die in the line of duty, as directed by the Chief of Police.
The mission of Amarillo Police Department’s Honor Guard is to bring honor and dignity to the Amarillo Police Department, its members, and to the members of the larger law enforcement community. There are nineteen current members of the APD Honor Guard.
In 2021 the APD Honor Guard participated in three Memorial Services, eight funerals in the top 26 counties, two presentation of colors at special events, and two Amarillo Police Academy Graduations.
PATROL DIVISION STATISTICS
Patrol Division Personnel Allocation 2021
- CAPTAINS: 1
- LIEUTENANTS: 6
- SERGEANTS: 21
- CORPORALS: 30
- OFFICERS: 115
- CIVILIANS: 1
Patrol Division Personnel Assignment 2021
- 1ST WATCH: 47
- 2ND WATCH: 49
- 3RD WATCH: 57
- NPO: 13
- CIT: 6
- K9: 4
- AECC: 1
Traffic Accidents Investigated 2021
- 1ST QUARTER: 6538
- 2ND QUARTER: 6640
- 3RD QUARTER: 6601
- 4TH QUARTER: 4973
- YEAR TO DATE: 5926
DUI Arrests 2021
- 2017: 602
- 2018: 776
- 2019: 588
- 2020: 472
- 2021: 605
Adult Arrests 2021
- 2017: 11284
- 2018: 10878
- 2019: 8965
- 2020: 6024
- 2021: 6619
Amarillo Emergency Communications Center
The primary mission of the Amarillo Emergency Communications Center (AECC) is to provide a vital link for police, fire, and emergency medical services to the citizens of Amarillo. The AECC answers emergency and administrative phone calls for the Amarillo Police Department, Amarillo Fire Department, Animal Management and Welfare, Amarillo Medical Services, and Baptist St. Anthony’s ambulances; and dispatches each of these entities to calls for service.
In August 2021, AECC added Police Priority Dispatch System (PPDS) to its call take protocols. This uses Emergency Police Dispatch (EPD) to identify a response based on the nature of the crime or incident, time of occurrence, presence and location of suspects/weapons, and officer and scene safety issues. Previously, call takers would free-lance questions and call types getting a varied response and information gathered for police calls for service. EPD unifies questions asked during calls to get consistent information and the right police response to a call for service.
Performance measurement provides timely, accurate, and useful information regarding the quality and efficiency of service. Information gathered is evaluated and reviewed in a continuous effort to improve customer service and operations. Operational performance measurement is essential for maintaining effectiveness. Call processing and incident handling are the focus of operational performance measurement.
The Amarillo Emergency Communications Center collects and reports statistics reflecting the various ways calls are received (911 or administrative). Call reception performance is measured in two ways. The first is the overall average compliance score with a goal of 90% of 911 calls answered within 10 seconds and call duration averages for all agencies on 911. Call ring time and call duration are indicators of how quickly emergency calls are being answered and how efficiently they are being processed. AECC handled 491,310 phone calls in 2021, up 26,913 from 2020. 142,936 calls were 911 calls including 911 hang ups which contribute to 10.2% of the 911 calls. 88.6% of the 911 calls were answered in less than 10 seconds. The average call duration for 911 calls was 153 seconds, down from 170 in 2020.
The second performance measure is an overall average of one minute or less from the “Time Received” to “Time Dispatched” on priority calls. The police department’s calls were dispatched in two minutes and 13 seconds on average. This is about a 30 second increase over last year. Dispatch times are affected by availability of officers and staffing at AECC. All of these are indicators of the level of service being provided from call initiation to dispatch. The rise in “Time Received” to “Time Dispatched” may be attributed to the introduction of EPD. This software decides when the call has enough information to be sent to the dispatcher to send officers with critical information needed to safely respond to a call for service. There is also a learning curve in using the new software for call takers. Compared to the same time in 2020, after implementation, “Time Received” to “Accepted” (given to dispatcher) increased 66 seconds.
AECC is committed to the missions and goals of the city agencies it serves, to continue to assist in making Amarillo a safe place to live, work, and play.
AMARILLO EMERGENCY COMMUNICATIONS CENTER’S STATISTICS
Year to Date Call Duration
- Avg. Arrive to Close: 43.99 (2020), 43.42 (2021)
- Avg. Dispatch to Arrival: 36.61 (2020), 35.49 (2021)
Year to Date Priority Response Times
- Avg. Dispatch to Arrival: 8.23 (2020), 9.56 (2021)
- Avg. Start to Dispatch: 6.42 (2020), 6.80 (2021)
Yearly Non-Emergency Response Times
- Avg. Dispatch to Arrival: 14.04 (2020), 16.68 (2021)
- Avg. Start to Dispatch: 7.66 (2020), 8.22 (2021)
The mission of the Specialized Operations Division is to support the Patrol and Criminal Investigation Divisions by providing covert and directed operations.
The Specialized Operations Division is comprised of two Lieutenants, 7 Sergeants, 28 Corporals, 27 Officers, and five civilian employees. There are two operational segments of this Division: Covert/Tactical Operations and Directed Operations. The officers in this division work a variety of different hours to accommodate the unique operational needs of their work.
**Covert / Tactical Operations**
The Covert / Tactical Operations segment consists of the Bomb Squad, Narcotics Unit, Swat Team, Tactical Flight Officer, and Crisis Negotiation Team.
Bomb Squad
The Amarillo Police Department Bomb Squad is accredited by the U.S. Department of Justice Federal Bureau of Investigation Hazardous Devices School. The team consists of seven APD officers who are FBI-HDS certified Bomb Technicians, and one explosive detection K9. The Bomb Squad’s primary response area is in the top 26 counties of the Texas panhandle.
The Bomb Squad responds to all explosive or incendiary related incidents which can include improvised explosive or incendiary devices, suspicious packages, commercial or military explosives. The Bomb Squad operates equipment and provides technical assistance to the department’s Critical Incident Response Team (CIRT) and operates and maintains the mobile command vehicle. The Bomb Squad responded to the above type of incidents 63 times in 2021. The Bomb Squad also provided explosive related training to other first responders nine times and conducted three public presentations in 2021. Of the 75 incidents listed above 21 of them were provided to assist an outside agency.
Narcotics Unit
The Narcotics Unit is tasked with conducting investigations of narcotics sales and related crimes in Amarillo. The narcotic agents work in various investigative capacities including undercover, visual surveillance, and remote surveillance. In addition to other local and state agencies, the Narcotics Unit works closely with federal partners such as the DEA and the Assistant United States Attorney’s (AUSA) office to make sure drug traffickers are held accountable at the highest possible level.
The department assigns agents to serve as task force officers (TFO) in several federal agencies including the FBI, HSI, ATF, and the DEA. These agents receive federal credentials which allow them to investigate cases that have ties outside the jurisdictional boundary of Amarillo. This is a critical component of the unit because interstate 40 and interstate 27 are well known routes of drug and human trafficking. Of these 179 cases investigated, 56 were adopted and prosecuted at the federal level including the Directed Operations TFO from the U.S Marshal.
The narcotics agents receive significant training in topics such as surveillance, undercover agent rescue, vehicle containment and assaults, search warrant execution and entry training, and scenario training. The agents routinely assist other departmental units with time intensive investigations that require unique technical expertise.
Drugs Seized in 2021 (not including Federal Investigations)
| Substance | Amount |
|----------------------------------|-------------------------|
| Cocaine | 1,312.63 gg |
| Crack Cocaine | 29.58 gg |
| Heroin | 162.6 gg |
| Prescription Pills | 1,056 Dosage units |
| Lysergic Acid Diethylamide (LSD) | 4 abuse units |
| Fentanyl | 1,000 gg |
| Marijuana | 187,769.3 gg |
| Methamphetamine | 48,020.27 gg |
| Psilocybin (Mushrooms) | 9,270.79 gg |
| THC Products | 100,793.05 gg |
| Unknown Substances | 438.5 gg |
SWAT Team
The SWAT Team has 20 operators and responded to 18 critical incident callouts in 2020. Two of these callouts were to assist other agencies in the Texas Panhandle. The majority of this year’s incidents involved barricaded persons with high-risk arrest warrants or armed suicidal individuals. The average time spent on each incident was just over three hours per call. All these incidents were resolved without death or serious injury to anyone involved.
The SWAT officers provide instruction to both the Amarillo Police Academy and other commissioned officers. In 2021, the team provided 1,720 hours of instruction in the areas of firearms, defensive tactics, patrol procedures and tactical entry schools.
SWAT officers made 111 arrests in 2021 including 90 felonies and 21 misdemeanor offenses. Several of these arrests were directly related to homicide suspect or violent offenders. SWAT seized 26 firearms throughout the year.
The SWAT team assisted multiple partner agencies including DPS, DEA, U.S. Marshals, Deaf Smith County, and Randall County.
The team connected with the community through the Lisa Cherry Summer Camp, Touch-a-Truck at SW Library, the 100 Club Truck-or-Treat, Coffee Memorial’s Boots and Badges Blood Drive, CASA Toy Drive, and Special Olympics at Hodgetown.
Tactical Flight Officer
One tactical flight officer (a police corporal) is assigned to the Texas Department of Public Safety aircraft in Amarillo. The purpose is to enhance public safety and assist in the apprehension of criminals during searches, surveillance, investigations, and rescues. The tactical flight officer logged over 121 hours of flight time. Of this, 62% was directly assisting the Amarillo Police Department with 246 calls for service.
Crisis Negotiator Team
The Crisis Negotiator Team consists of members of the department who are specially trained in communications during critical incidents. The officers on the team are assigned throughout the department but are on call to respond whenever needed. Negotiators gather intelligence for these incidents and pass this information along to command staff and tactical units to aid in the decision-making process. The team responded to 10 critical incidents this year and assisted in diffusing numerous other incidents before the necessitated a full call-out.
The Crisis Negotiator Team put on a 40-hour Hostage Negotiator School with the help of Amarillo College. This training was provided for more than 30 professionals from various jurisdictions and backgrounds. Students were taught basic negotiation concepts and equipped with more knowledge to help de-escalate situations in the field. The training concluded with scenario-based application.
Directed Operations
The Directed Operations segment encompasses the Pro-Active Criminal Enforcement (PACE) Unit, Motorcycle Squad, and School Liaison Officers.
PACE
The Pro-Active Criminal Enforcement (PACE) team focuses on the apprehension of known fugitives and criminals responsible for crime trends. PACE works various hours and utilizes covert and uniform tactics to accomplish goals. The U.S. Marshal’s Service has partnered with PACE and the police department provides one TFO to the North Texas Fugitive Task Force. This partnership allows the department to coordinate the tracking and arrest of dangerous felons who have fled the city or state.
Motorcycle Squad
The primary goal of the Motorcycle Squad is to reduce traffic crashes and increase compliance with traffic laws. The Motorcycle squad is tasked with high visibility enforcement of traffic laws in the areas where crashes most occur. Additionally, the squad deploys according to community complaints, school zones and other high-risk thoroughfares. The Motorcycle Squad regularly works DWI patrol during peak holidays.
The squad includes one Sergeant Supervisor, eight officers, and two parking enforcement civilians. One parking enforcement civilian works downtown and the other handles violations of city ordinance city-wide.
Motorcycle Squad Activities for 2021
| Activity | Count |
|---------------------------------|-------|
| Traffic Stops | 17,108|
| Citations and Warnings | 23,379|
| Arrests | 259 |
| DWI Arrests | 25 |
Parking Enforcement
The department has two parking enforcement officers. These officers are assigned to take calls and conduct enforcement of parking and violations of city ordinance (VCO) related to vehicles illegally parked on public roadways within the city. One of the officers is assigned to the downtown area and the other handles the rest of the city.
**Parking Enforcement Activities for 2021**
| Parking Citations and Warnings | 6,384 |
|--------------------------------|-------|
| Impounded Vehicles | 160 |
| VCO’s Investigated | 739 |
| Dispatched calls | 727 |
| Follow up from Patrol | 348 |
School Liaison Officers
The School Liaison unit places officers in the school environment to provide safety for students and promote public relations. The officers work with youth to deter delinquent behavior and provide education. There are two supervisors and 17 officers assigned to both AISD and CISD. The school districts fund approximately 75% of the salaries and vehicles for this program.
**Parking Enforcement Activities for 2021**
| Complaints Investigated | 10,981 |
|-------------------------|--------|
| School Presentations | 101 |
| Firearms Seized | 3 |
| Other Weapons Seized | 84 |
| Narcotics Cases | 72 |
| Marijuana Cases | 22 |
| Narcotics Paraphernalia | 111 |
| Felony Arrests | 56 |
| Misdemeanor Arrests | 60 |
| Misdemeanor Citations | 101 |
Dive Team
The Amarillo Dive Team recovers drowning victims and responds to related investigations such as underwater crime scene investigation, evidence recovery, water-related accidents, and underwater hazards.
The Dive Team has divers and a maintenance officer. These officers hold various positions in the department and respond to callouts as needed. The team averages five callouts per year and trains monthly.
The mission of the Criminal Investigation Division is to conduct follow-up investigations of cases originated by the Patrol Division and to process crime scenes and process any evidence collected from those crime scenes. Follow-up investigations include, but are not limited to, interviewing suspects, victims, and witnesses of crimes; recovering stolen property; testifying in court; identifying suspects for apprehension; and presenting criminal cases to the appropriate prosecutor’s office.
DOMESTIC VIOLENCE UNIT
Lt. Dustin Ponder supervises the Domestic Violence Unit. This unit is an active participant in the Amarillo-Potter-Randall Domestic Violence Coalition and Lt. Ponder sits on the Executive Board for the Coalition.
The Domestic Violence Unit investigates incidents involving most issues related to familial and dating relationships, which include physical assaults, threats, thefts, vandalisms, violations of protective orders, harassments, and other incidents as needed. The unit investigated 3,668 incident reports during the 2021 reporting period, resulting in numerous arrest warrants being issued and 676 in-custody and warrant arrests.
SPECIAL VICTIMS UNIT
Lt. Jim Clements supervises the Special Victims Unit (SVU). SVU investigates cases alleging sex offenses, indecency cases involving adults and children, child abuse cases, child endangerment, missing and endangered persons, and internet crimes against children. SVU also investigates interference with child custody and Criminal Non-support cases. Lt. Clements is the Amber Alert program coordinator for Amarillo and the surrounding areas.
SVU works closely with The Bridge – Children’s Advocacy Center, National Center for Missing and Exploited Children (NCMEC), and the Texas Department of Family and Protective Services (often referred to as Child Protective Services).
In 2021, the SVU investigated over 1,700 cases. This includes approximately 427 cases involving Crimes against Children, 146 adult sexual assault cases, 116 Sex Offender/ Fail to Register cases, 122 Missing Endangered Persons cases, and 422 Interference w/ Child Custody cases. SVU also received and investigated over 194 Internet Possession of Child Pornography Cyber-tips from the Dallas Internet Crimes Against Children Task Force (ICAC).
A Civilian Investigator handles all sex offender registration duties for Amarillo. Every year, the Special Victims Unit conducts an annual Sex Offender Registration Compliance check in Amarillo. Working with the local office of United States Marshals Service, the compliance check was conducted from August 2nd through August 6th, 2021. All 665 Registered Sex Offenders in Amarillo were checked for compliance. Additionally, SVU also coordinated with Texas DPS investigators and conducted a proactive online solicitation sting resulting in several arrests for online solicitation of a minor. This coordinated operation will continue in 2022.
**HOMICIDE UNIT**
Lt. Brenda Hadley supervises the Homicide Unit. The Crime Scene Investigation Unit and the Media Lab are part of the Homicide Unit. The Homicide Unit consistently maintains a clearance rate much higher than the state average. In 2020, the state clearance rate for homicides in the State of Texas was 53.1%. The clearance rate for the APD Homicide Unit in 2021 was 85% and, with few exceptions, the unit typically maintains a clearance rate of 90% or greater each year.
The Homicide Unit investigates all death cases including homicides, suicides, sudden deaths, and child deaths. The Homicide Unit also investigates officer-involved-shootings. Homicide Investigators were assigned 668 cases in 2021. The unit investigated 21 non-justifiable murders in 2021.
The CSIU responded to 134 callouts that occurred after normal business hours. The unit specializes in documentation and collection of evidence on major crime scenes. This includes photographs, sketches, scans, and lifting fingerprints. The unit also processes evidence booked by officers for fingerprints when requested by an investigator. They also compare prints and enter them into the Automated Fingerprint Identification System (AFIS). If a fingerprint match is made, the CSIU will notify the investigator of the lead.
The duties of the Media Lab include retrieving video evidence obtained from business security systems and converting the video to a usable format for investigators and prosecutors. They also download phones and perform computer forensics.
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\(^{6}\)https://www.dps.texas.gov/sites/default/files/documents/crimereports/20/2020cit.pdf
National Integrated Ballistics Information Network (NIBIN) Program
In 2019, the Amarillo Police Department acquired the technology to process shell casings to be entered into the NIBIN system. The NIBIN program has been very successful, resulting in dozens of connections being made on different cases. The program was instrumental in the clearance of an unsolved homicide and has made connections to shootings in Lubbock and Abilene.
The NIBIN Technician enters digital images (acquisitions) of fired cartridge casings into NIBIN for comparison to cartridge casings from other gun crimes to develop investigative leads. The NIBIN technician entered a total of 992 acquisitions in 2021. He test-fired 502 weapons booked as evidence and his work led to 255 leads for detectives to investigate.
VIOLENT CRIMES UNIT
Lt. Warren Gross supervises the Violent Crimes Unit (VCU). The Violent Crimes Unit investigates robberies, discharging firearms, evading arrests, false or fail to ID, aggravated assaults, and assaults with bodily injury that are not domestic violence related. The VCU also investigates cases of unlawfully carrying a weapon, carrying a prohibited weapon, and felons unlawfully in possession of firearms.
In August of 2020, the Amarillo Police Department created a Violent Crime Response Team (VCRT), which is composed of members of the VCU and officers from other units within the department who are willing to assist in cases where violent crimes are committed and the VCU needs additional help. The reason for the creation of the VCRT was to address the issue of continuing gun crimes occurring in Amarillo. In 2021 the VCRT responded to 89 call outs. The vast majority of these were shootings. The VCRT assisted with 10 homicide investigations. The VCU was tasked to solve a series of seemingly unrelated-random shootings in North Amarillo to include a murder. VCU detectives were able to solve these crimes that led to a suspect being indicted for five Aggravated Assaults and one Murder.
The VCU works with other units within the department and outside the department to help locate those responsible for the gun crimes perpetrated in Amarillo. These units include the Proactive Criminal Enforcement Unit (PACE), SWAT, Neighborhood Police Officers (NPO), APD Homicide Unit, the United States Marshals Service, the Federal Bureau of Investigation (FBI), and the APD Crime Analysis Unit (CAU). This collaborative effort is further enhanced by the department’s participation in Project Safe Neighborhood (PSN) and the Public Safety Partnership (PSP). PSN and PSP allows the Amarillo Police Department to invoke the assistance of federal partners, including the United States Attorney’s Office, to investigate and prosecute gun crimes in Amarillo.
One of the key components to the reduction of gun crimes in Amarillo is NIBIN (as described in the Homicide Unit section). NIBIN generated 193 leads that led to evidence for 23 arrests by the VCU. During 2021, the VCU was assigned 2,800 cases with 654 cleared by arrest. The number of cleared by arrest cases does not include cases sent to Municipal Court.
7Image Source: https://www.atf.gov/firearms/national-integrated-ballistic-information-network-nibin
GENERAL INVESTIGATIONS UNIT
Lt. Shannon Kuster supervises the General Investigations Unit. General Investigations consists of the Juvenile Offender Squad, Traffic Investigation Squad, and three Civilian Investigators.
Juvenile Offender Squad
The Juvenile Offender Squad is responsible for investigating runaway cases and all other cases with suspects that are under the age of 17 years and older than 10 years. Additionally, the Juvenile Offender Squad, working with the School Liaison Officers, investigates violations of the Social Host Ordinance passed by the Amarillo City Council in 2020. Investigators in the Juvenile Offender Squad investigated 1,973 cases in 2021. This is an 18% increase from 2020 (1,611 cases).
The juvenile offender squad worked on reducing underage drinking in Amarillo. Investigators use Student Crimestoppers tips, social media, and school liaison officer information to identify locations where juveniles are purchasing or drinking alcohol. Officers educate minors on the dangers of alcohol, and take enforcement action when minors are identified to be drinking or in possession of alcohol.
Investigators also enforce the social host liability ordinance, which holds property owners, managers, and party hosts civilly liable for the costs associated with police and fire response to underage drinking incidents. The goal of this project is to reduce underage drinking in Amarillo and prevent the associated tragedies that can occur as a result.
Civilian Investigators
There are three Civilian Investigators assigned to the General Investigations Unit. These investigators follow up on misdemeanor cases in which there are no leads or suspects identified in the original report. However, there are many cases in which the Civilian Investigators develop suspects, and the case will either be reassigned to a detective, or the Civilian Investigators will file the cases themselves, typically in Municipal Court. The investigators were assigned 5,582 cases in 2021, which is an increase from 2020 (5,273 cases) of 6%.
Traffic Investigation Unit
The Traffic Investigation Unit is responsible for investigating fatal/near-fatal crashes, DWIs, hit-and-run accidents with leads or suspects, and evading in a motor vehicle. The unit also assists the Homicide Unit with specialized equipment that creates computerized 3D imagery of homicide scenes. The Traffic Investigation Unit investigated 2,757 cases in 2021, 627 of which were DWIs and 30 fatalities. This is a 30% increase in cases from 2020 (1,942 cases) and a 15% increase in DWIs from 2020 (536).
PROPERTY AND EVIDENCE UNIT
In its continued effort to civilianize key positions within the Amarillo Police Department, a Property and Evidence Manager position was created to replace the position formerly held by a police sergeant. Mercedes Bruneau is the Property and Evidence Manager for the department. The Property and Evidence Unit is where all evidence collected by the Amarillo Police Department is stored pending the outcome of a criminal investigation. Certain types of evidence are kept in separate areas away from general evidence. This includes DNA evidence, guns, drugs, jewelry, and money. Each of these types of evidence have their own specialty storage areas. Evidence collected by the Homicide Unit is also stored in a separate wing of the Property and Evidence building.
Evidence Technicians receive evidence collected by officers to ensure the evidence is correctly packaged before it is given its assigned place within the evidence storage area. Assigning each piece of evidence a specific location in the evidence storage area maintains a proper chain of custody. Evidence Technicians received, relocated, and transferred 31,692 property and evidence items in 2021.
PROPERTY CRIMES UNIT
During 2021 CID continued its reorganizing of units within the division. The Property Crimes Unit and the Financial Crimes Unit joined together to create the new Property Crimes Unit.
Lt. Stan Rickwartz supervises the Property Crimes Unit. The unit consists of the Burglary Squad, Theft Squad, Financial Crimes Squad, and three (3) Sergeants who are assigned to the Panhandle Auto Burglary and Theft Unit (PABTU).
Burglary Squad
The Burglary Squad investigates burglary of a habitation, burglary of a building, and criminal trespass. At the beginning of 2021, this squad was made up of sergeants. Beginning in February and continuing into March, the squad was restaffed with corporals and officers to resemble the makeup of the Theft Squad. The Burglary Squad investigated 1,579 cases in 2021.
During 2021, Amarillo saw a rise in storage and business burglaries. During the year, the Burglary Squad, with the help of members of the uniform division, was able to identify an organized group responsible for these burglaries resulting in 13 suspects being identified.
Theft Squad
The Theft Squad investigates larceny theft, burglary of coin operated machines, criminal mischief (vandalism), and burglary of a motor vehicle. The Theft Squad investigated 2,459 cases in 2021.
The theft of catalytic converters has continued to be an issue with 686 cases. However, there have been numerous cases where multiple vehicles have been hit simultaneously and are under the same case number. This is not just a problem within Amarillo, but throughout the State.
Financial Crimes Squad
The Financial Crimes Squad investigates a myriad of money related crimes. The investigations into these crimes by FCU are often long and complicated. These crimes include forgeries involving U.S. currency, business checks, personal checks, structured embezzlements that include employee theft over an extended period, scam/confidence games, identity theft, and frauds. The unit investigated 1,929 cases.
Crimes of this type are often perpetrated after the identity of the victim is compromised and furthered using the internet. The unit has seen a rise in unemployment fraud cases since the COVID-19 epidemic began. Based on information from the FBI, this activity originated out of Nigeria and began in Washington state before spreading nationwide. Monetary losses observed locally were minimal. However, state unemployment programs across the nation have lost over $30 billion. These cases are referred to the Texas Workforce Commission for investigation. These cases continued throughout 2021.
The unit also investigates some mail theft incidents and many of these cases are referred to the United States Postal Service, Office of the Inspector General.
Panhandle Auto Burglary Theft Unit (PABTU)
PABTU investigates unauthorized use of a motor vehicle, all thefts involving trailers, farm and construction equipment, ATV and other types of recreational vehicles, title, insurance, and registration fraud, hindering secured creditors, and auto salvage, parts, and recycler fraud. The Unit also conducts inspections on all businesses involved in the sale of automobiles, parts, and recycled products. PABTU conducts educational outreach for the community and law enforcement. The Panhandle Auto Burglary and Theft Unit investigated 1,255 cases in 2021.
The Training and Personnel Division is responsible for providing personnel services and in-service training for the department, as well as operation of the Amarillo Police Academy. The division’s primary areas of responsibility include:
- Basic Peace Officer Academy for newly hired officers
- Coordinate the Field Training Officer (FTO) program
- Host In-Service training
- Manage the Amarillo Shooting Complex
- Implement all TCOLE mandated training and standards
- Coordinate recruiting and hiring for the Amarillo Police Department
- Conduct background investigations for sworn and civilian staff
- Maintain all personnel records
- Coordinates the Citizens Police Academy
- Ensures compliance in the Texas Police Chief’s Association Best Practices
The 2021 Training and Personnel sworn staff consists of one Captain, one Training Sergeant, one Academy Sergeant, one Range master Sergeant, one Training Cadre member, and two Background Investigators. The civilian staff includes the Compliance Coordinator, four administrative assistants, two part time civilian background investigators, one full time range officer, and nine part time range officers, and one part time Grants Manager. All Academy recruits are also assigned to Training and Personnel.
Police Staffing and Attrition
As of January 1, 2022, the total authorized strength was 372 police officers. This includes 1 Chief, 2 Assistant Chiefs, 4 Captains, 16 Lieutenants, 74 Sergeants, 80 Corporals, and 195 Officers. At the end of 2021 there were a total of 361 officers assigned to the Amarillo Police Department, 11 below authorized strength. The 20 recruits currently in the Academy is included in the total strength of 361 officers.
In 2021, 7 officers retired, 9 officers resigned, 13 recruits resigned, and 3 officers passed away due to COVID-19.
96th Amarillo Police Academy
The 96th Amarillo Police Academy began on October 15th, 2020 with 22 recruits. This academy was originally scheduled to begin in July, it was postponed due to the pandemic. Shortly after the Academy started several recruits tested positive for COVID. The academy prepared for this possibility by giving all the recruits a laptop computer at the start of the Academy. The academy obtained permission from TCOLE to do cognitive learning using remote learning and conducted multiple classes via the Zoom platform throughout November 2020. When the recruits returned to class in person, they utilized the bomb building classroom for the remainder of the Academy. The bomb building classroom is the largest classroom available to maintain appropriate social distancing. 14 Recruits graduated on May 21, 2021.
The department conducted two separate entrance exams and physical readiness tests in the Spring of 2021 for the 97th entrance exam.
The 97th Amarillo Police Academy began on April 15th, 2021, with 22 recruits. 14 Recruits graduated on December 3rd, 2021.
| 97th Testing Cycle "A" | Tested | Passed Written | Passed Physical Readiness |
|------------------------|--------|----------------|---------------------------|
| Total | 114 | 85 | 62 |
| Female | 25 | 18 | 9 |
| Male | 89 | 67 | 53 |
| White | 52 | 47 | 31 |
| Female | 9 | 7 | 4 |
| Male | 43 | 40 | 27 |
| Black | 10 | 6 | 4 |
| Female | 5 | 2 | N/A |
| Male | 5 | 4 | 4 |
| Hispanic | 48 | 30 | 26 |
| Female | 10 | 8 | 5 |
| Male | 38 | 22 | 21 |
| A/PI | 2 | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | 2 | N/A | N/A |
| AI/AN | 1 | 1 | 1 |
| Female | N/A | N/A | N/A |
| Male | 1 | 1 | 1 |
| Other | 1 | 1 | N/A |
| Female | 1 | 1 | N/A |
| Male | N/A | N/A | N/A |
| 97th Testing Cycle "B" | Tested | Passed Written | Passed Physical Readiness |
|------------------------|--------|----------------|---------------------------|
| Total | 64 | 57 | 34 |
| Female | 11 | 10 | 3 |
| Male | 53 | 47 | 31 |
| White | 40 | 37 | 25 |
| Female | 6 | 6 | 2 |
| Male | 34 | 31 | 23 |
| Black | 5 | 5 | 3 |
| Female | 2 | 2 | N/A |
| Male | 3 | 3 | 3 |
| Hispanic | 19 | 15 | 6 |
| Female | 3 | 2 | 1 |
| Male | 16 | 13 | 5 |
| A/PI | N/A | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | N/A | N/A | N/A |
| AI/AN | N/A | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | N/A | N/A | N/A |
| Other | N/A | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | N/A | N/A | N/A |
The department conducted two separate entrance exams during the summer and fall of 2021 for the 98th Academy.
| 98th Testing Cycle "A" | Tested | Passed Written | Passed Physical Readiness |
|------------------------|--------|----------------|---------------------------|
| Total | 66 | 58 | 46 |
| Female | 15 | 12 | 6 |
| Male | 51 | 46 | 40 |
| White | 37 | 34 | 26 |
| Female | 6 | 5 | 2 |
| Male | 31 | 29 | 24 |
| Black | 6 | 6 | 5 |
| Female | 1 | 1 | N/A |
| Male | 5 | 5 | 5 |
| Hispanic | 20 | 16 | 13 |
| Female | 8 | 6 | 4 |
| Male | 12 | 10 | 9 |
| Asian | 1 | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | 1 | N/A | N/A |
| AI/AN | 1 | 1 | 1 |
| Female | N/A | N/A | N/A |
| Male | 1 | 1 | 1 |
| Other | 1 | 1 | 1 |
| Female | N/A | N/A | N/A |
| Male | 1 | 1 | 1 |
| 98th Testing Cycle "B" | Tested | Passed Written | Passed Physical Readiness |
|------------------------|--------|----------------|---------------------------|
| Total | 49 | 41 | 30 |
| Female | 12 | 9 | 6 |
| Male | 37 | 32 | 24 |
| White | 30 | 27 | 17 |
| Female | 7 | 5 | 2 |
| Male | 23 | 22 | 15 |
| Black | 2 | 2 | 2 |
| Female | N/A | N/A | N/A |
| Male | 2 | 2 | 2 |
| Hispanic | 15 | 11 | 10 |
| Female | 5 | 4 | 4 |
| Male | 10 | 7 | 6 |
| Asian | 1 | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | 1 | N/A | N/A |
| AI/AN | 1 | 1 | 1 |
| Female | N/A | N/A | N/A |
| Male | 1 | 1 | 1 |
| Other | N/A | N/A | N/A |
| Female | N/A | N/A | N/A |
| Male | N/A | N/A | N/A |
**98th Entrance Exam**
The 98th Amarillo Police Academy began on December 9th, 2021 with 26 recruits. As with the two previous academies all recruits were issued a laptop computer at the start of the Academy in case of an illness outbreak. This academy is historic in that the Amarillo Police Department has returned to training some county peace officers. Randall County and Potter County each have one recruit in the academy. These recruits wear the same uniform as APD recruits and must complete the same training as APD personnel. This academy is scheduled to graduate on July 15th, 2022.
The City of Lubbock Police Department is committed to providing its officers with the best training and equipment available. The department has recently purchased new training equipment, including a new punching bag and a new kicking pad. These new pieces of equipment will be used in the department's physical fitness program and will help officers improve their strength and conditioning.
In addition to the new equipment, the department has also hired a new physical fitness trainer. This trainer will work with officers to develop individualized fitness plans and will provide guidance on proper form and technique. The department is also considering implementing a new fitness program that includes more advanced training techniques such as circuit training and plyometrics.
Overall, the department is taking steps to ensure that its officers are in top physical condition and are able to perform at their best when responding to emergencies. The new equipment and training programs will help officers stay fit and healthy while on duty, which will ultimately benefit the community they serve.
Field Training Officer Program
The Amarillo Police Department takes great pride in its Field Training Officer (FTO) program and places significant importance on training in general. In 2021, there were 50 active FTO’s in the program. These FTO’s were selected by their supervisors and endorsed by command staff as being highly competent trainers. The program puts officers from the police academy into patrol cars to train one on one with the FTO. This training period generally lasts four months, and the new officer rotates between the three shifts to get a variety of training experience.
In June of 2021, the 96th Amarillo Police Academy entered the FTO program. Of the 13 officers who entered the program, 11 completed the 14-16 weeks of training and are assigned to patrol throughout the city. The 14 graduates of the 97th APA began Field Training on December 9th with an anticipated completion of March 2022.
Physical Fitness Test
In 2017, the Amarillo Police Department implemented a physical readiness test (PFT). The PFT consists of a 2,000m row for time. A percentage is created based on the individual’s time, standardized age, weight, and gender norms. In 2020 the department incorporated the 500m row and four minute row test as options for the PFT. An officer may choose any one of the three options. An officer must score a minimum of 50% on the row test to be considered passing. The fitness program is an incentive-based program and over 90% of the Department voluntarily participated in the test. The annual PFT is performed by all officers during In-service training.
Shooting Complex
The Amarillo shooting Complex is open seven days a week. Monday, Tuesday, and Wednesday the complex is reserved for Law Enforcement only. The complex is open to the public Thursday through Sunday. During 2021, 270 APD Officers attended In-Service Qualification and Training. There were two APD 40-hour firearms schools for the APD Academy training, and a 40-hour APD rifle school training course. The APD SWAT team utilizes the range every Monday for eight officers for four hours of training. SWAT also utilizes the range two additional days every month for 16 hours of SWAT training for 16 officers. The SWAT team also hosts a 40-hour SWAT school each year for 16 officers. Sgt. Woodard taught two 48-hour firearms courses for Amarillo college last year with 20 students in one class and 21 students in the second class. The complex also hosted a three day AR-15 armorer school for 10 officers from the region.
The shooting complex is utilized by the surrounding Law Enforcement agencies for training in live fire, video simulation, and simunition. Those agencies include RCSO, PCSO, DPS, Fire Marshall service, Department of defense, Lubbock County SO, Lubbock SWAT, Bell helicopter security force, Potter County DA office, Game Wardens, Department of Energy, WTAMU Police, and other agencies. Approximately 500 officers a year train and attend schools from the above agencies. Approximately 80 retired officers from the Amarillo Police Department complete their annual qualification.
The public side of the complex had 2,841 customers in 2021. There were about five LTC courses at the range with about 50 citizens taking the course. These courses are given by several different LTC Instructors throughout the year, and most of the courses utilize the range only and not the classroom.
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7 “Simunition” is a term for simulated ammunition or plastic bullets with dye markers that create a more realistic training environment.
The range was closed to the public for two months and all law enforcement training, including in-service training, was reduced due to the pandemic. Ammunition availability also had a large impact on the number of people utilizing the range throughout the year.
**In-Service Training**
In February the department hosted Force-on-Force training. This is a one-day class for all members of the Amarillo Police Department that teaches force and de-escalation options in a scenario-based environment.
The department hosted two defensive tactics instructor courses in 2021. The first course was a PPCT Instructor course that consisted of 40-hours of instruction. The second was a Blue Shield Tactical Instructor course that consisted of 24-hours of instruction.
Spring firearms training was canceled due to an ammunition shortage affecting the entire country. Beginning in August of 2021, the department hosted a week-long block of training incorporating multiple courses to maintain compliance with the Texas Police Chief’s Association Foundation Recognition Program. This year’s training included Legislative Updates, Risk and Safety Management, Emergency Medical Assistance, Procedural Justice, ATIRC-Reunification, Death Investigation for Patrol Officers, Defensive Tactics, Baton and Shield training, Mobile Field Force Operations, and Firearms. Due to the pandemic all officers who were scheduled to attend in-service during the months of September and October were rescheduled to attend in January and February of 2022. Those officers who were rescheduled took part in a Firearms Qualification to ensure compliance with TCOLE standards. In-person class resumed in November and December of 2021.
**Recruiting Activities**
Throughout 2021 the department advertised in multiple mediums including social media, television, and radio commercials in Amarillo and surrounding areas.
The Recruiting Team is made up of patrol officers and exhibits a diverse population of the workforce. Nine volunteer officers from diverse backgrounds and experience make up this team. Team members range from two years to five years of experience, no college education to possessing a master’s degree, and both military veterans and officers with no military experience. Their police experience includes patrol, field training officers, academy instructors, Dive Team members, and SWAT Team members.
This season saw a return to in-person recruiting at job fairs. In looking at the efficacy of the recruiting program the department went back to the map and examined where recruiting could be effective. Prior to the pandemic the recruiting efforts stretched as far as Houston with no success. With a continued focus on the Amarillo community, the decision was made to keep travel to four hours in each direction. With that new map recruiters started looking at Oklahoma, Kansas, New Mexico, and Colorado as a source of applicants for the Amarillo Police Department.
The fall recruiting season took the recruiting team to:
Sam Houston State University (Herr & Coleman): 9-28-21
Oklahoma Central University (Ogden & Bowman): 9-29-21
Amarillo Civic Center (Lovato & Galvan): 10-5-21
Texas Tech (Brown & Guerrero): 10-7-21
WTAMU (Whitfield & Harrison): 10-14-21
Midwestern State University Wichita Falls (Ogden & Brown): 10-20-21
Clarendon College (Ogden & Brown): 10-20-21
Tascosa High School (Bowman & Herr): 10-28-21
Amarillo Veterans (Brown & Boyd): 11-4-21
Northwestern Oklahoma State University (Young & Brown): 11-8-21
Epic Career Fair Amarillo (Whitfield & Galvan): 11-10-21
The department has established a strong social media presence with an APD recruiting Facebook page. Linked to that is an Instagram recruiting account. The most recent post running simultaneously on both platforms reached 18,552 people all over Texas and Oklahoma for the 4-week run time. Cpl. Joe Brown is the driving force behind the advertising on social media sites and has done a phenomenal job.
The civil service test is posted on employment sites and on college job boards. Those include TCOLE, Indeed, Glassdoor, Minority Update, and at 141 colleges and universities across the U.S.
Cpl. Brown and Sgt. Ogden joined David Lovejoy on KGNC radio on 11-19-21 and 11-29-21. He graciously gave them 15 minutes on-air each visit to talk about the upcoming civil service test. Both of those interviews were televised in some way.
The recruiting team has mostly taken over pre-interviews. This allows applicants to talk to current patrol officers and get excited about this career. The recruiting team is: Casey Ogden, Sheldon West, Joe Brown, David Young, Cecily Herr, Michael Whitfield, Janae Coleman, Samantha Bowman, Danisse Lovato, Tre Galvan, Juan Guerrero, Christina Harrison, & Conner Boyd.
Texas Police Chiefs Association Foundation (TPCAF) Best Practices Recognition
The office of the Compliance Coordinator administers the TPCAF Best Practices Recognition Program. This program provides recognition/accreditation for police departments in Texas. The program requires compliance with 170 best practices standards. The office had a very busy year in 2021, preparing for an on-site inspection. The inspection occurred in August 2021 and the department was re-accredited without any major issues noted.
Jack Hildebrand is the Compliance Coordinator and serves in a research capacity to identify programs and policies that keep the department aware of contemporary issues. Research from this office in 2021 contributed to improvements in use of force policy and newly legislated reporting requirements. Mr. Hildebrand also serves on the YPCAF standards committee.
Much of the in-service training of officers ensured compliance with the recognition program. This training ensures officers are current and well trained in such areas as emergency vehicle operations, de-escalation, and defensive tactics. Training is a major component of accreditation within the recognition program.
The Records Division is responsible for providing essential support to the everyday operation of the Department, as well as providing a variety of services to the public. Records is comprised of four units; Front Counter, Data Entry, Open Records, and Validation Units, with a total of 23 full time civilian employees and 2 part-time civilian employees.
The Records Division serves as the official repository for all criminal records and documents of the Department. Responsibilities include data entry, maintaining all police reports, arrest records, online reports, phone reports, and crime statistics, as well as the point of contact for all requests for copies of records under the Texas Public Information Act.
Front Counter
The Front Counter Unit is staffed by seven full time civilians and one supervisor, five Report Writers and two administrative assistants. The report writers are responsible for contacting citizens that are requesting to make a report that does not require an officer. They also verify and validate all reports made by the citizen through our online reporting system. In 2021, the report writers made a total of 7,467 reports, 24.8% of the reports made with the department. The primary responsibility of the administrative assistants is customer service, to include answering phones, scanning paperwork, issuing solicitor permits, and assisting citizens, officers, and other entities.
Data Entry
The Data Entry unit is staffed by four full time civilians and one supervisor. The unit is responsible for customer service, criminal history/background checks, verifying arrest data, and publishing the public release information on the Police Department website. The unit verified arrest data for 6,309 arrests in 2021.
Validation
The Validation unit is staffed by three full time civilians and one supervisor. The unit is responsible for validating NCIC/TCIC entries, entering and clearing items from NCIC/TCIC for the Criminal Investigation Division, documenting all data entry with supplements, and entry of protective orders and pawn transactions. The unit validated 7,880 items in 2021.
Open Records
The Open Records Unit is staffed by three full time civilians and one supervisor. The unit is responsible for all requests received for documents under the Texas Public Information Act, as well as processing court subpoenas received for documents. The unit received 4,159 record requests for 2021. The Open Records Unit is also responsible for ensuring compliance for the City’s alarm ordinance, to include requesting the City Accounting department to issue billing invoices for alarm violations; 4,876 alarms were processed in 2021.
The Amarillo Police Department hosts a law enforcement exploring program known as Amarillo Police Exploring Post 5507. The mission of the post is to develop life skills for youths in Amarillo, with a focus on leadership and public service in law enforcement. This program is guided by the principles of the Exploring organization. Exploring is a career education program for young men and women who are 14 through 20 years old.
The post is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code.
A team of dedicated volunteer officers work together to organize events, host learning experiences for the youth, and participate in community service opportunities throughout the year. The post raises funds to facilitate out-of-town trips for the Explorers.
The post is a continuous program where members can progressively learn and become leaders and mentors to newer members. One of the stated goals of law enforcement career exploring is: “The program promotes personal growth through character development, respect for the rule of law, physical fitness, good citizenship and patriotism.” This is not only good for law enforcement, but also good for the community as these young people are developed into potential community leaders. The objective is to develop future police officers and give young people the inspiration and guidance they need to come to work in the law enforcement profession.
Amarillo South Rotary—Officers of the Quarter
1st Quarter – Cpl. Bob West
2nd Quarter – Officer Cody Adams
3rd Quarter – Sgt. Michael Hancock
4th Quarter – Officer Aaron Fulcher
Officer of the Year
Officer Adams was recognized for outstanding work he did during 2021 catching stolen cars, recovering stolen property and firearms, and arresting felons.
Congratulations Officer Cody Adams
The coronavirus disease 2019 (COVID-19) pandemic that first hit Amarillo in 2020 continued through 2021. Dozens of Amarillo police employees became ill, and tragically, three Amarillo police officers died because of complications of the illness.
From the Officer Down Memorial Page:
“Beginning in early 2020, thousands of law enforcement officers and other first responders throughout the country began to contract COVID-19 during the worldwide pandemic. Due to the nature of their job, law enforcement officers were required to work and interact with the community even as the majority of the country was self-quarantined. As a result, hundreds of officers died from COVID-related illnesses and other complications.”
“Originally signed into law in August 2020, United States Public Law 116-157 set a presumption that law enforcement officers who became ill with COVID contracted it in the line of duty unless proven otherwise. The law, which was extended in November 2021 by Public Law 117-61, also allocates financial benefits for the survivors of law enforcement officers who die as the result of a confirmed or presumed exposure while on duty.”
In the State of Texas, Senate Bill (SB) 22 added Texas Government Code Section 607.0545 to create a rebuttable presumption that coronavirus disease 2019 (COVID-19) injury or death is work-related for certain first responders, including police officers.
Sgt. Raquel Saunders, Sgt. Michael Dunn, and Cpl. Mike Sanchez lost their lives in 2021. Their honorable and faithful service will always be remembered.
Sergeant Raquel Virginia Saunders
End of watch: October 13th, 2021
Sergeant Michael David Dunn
End of watch: October 22nd, 2021
Corporal Miguel Eladio "Mike" Sanchez
End of watch: December 27th, 2021
CITY OF AMARILLO®
OPEN SPACES • ENDLESS OPPORTUNITIES
POLICE
AMARILLO
TEXAS | 1cea92b5-8560-41a5-81ef-610e3f67fa9d | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 91,724 |
Zápis z 15. jednání Komise výstavby a dopravy MČ Praha-Ďáblice 16. 4. 2024 od 17:00 hod. v zasedací místnosti ÚMČ Praha-Ďáblice
Přítomni: Ing. Jiří Marušiak, Ph.D., PhDr. Ing. Marek Pěkný, Ing. Radimír Rexa, CSc., Michael Vlach
Omluveni: Michal Boháč, MUDr. Petr Chmátal, Ph.D., MBA, Ing. arch. Lenka Chromíková, Ing. Michal Hendrych, Mgr. Martina Postupová, Ing. Daniel Prix, David Prokeš, Dis.
Hosté: Ing. Mgr. Martin Tumpach, starosta
Ing. D.H., Ing. D.P., Ph.D. z DIPRO, spol. s r.o. (mobilní protihlukové stěny)
Program jednání:
1. Mobilní protihlukové stěny podél ulice Cínovecké
Projektanti představili pracovní verzi koncepčního návrhu mobilních protihlukových stěn podél ulice Cínovecké. Komise doporučuje řešit variantu s umístěním MPHS za hranou stávajícího obrubníku komunikace. V místech, kde jsou vpusti nebo stožáry osvětlení prověřit možnost realizace atypické lehké vykonzolované konstrukce. Návrh bude koncipován tak, aby povolení MPHS bylo řešeno stanovením místní úpravy provozu na pozemní komunikaci. Projektanti projednají návrh MPHS s TSK tak, aby je TSK po realizaci mohlo převzít do správy.
2. Koncepční studie Ďáblic
Komise projednala návrh zadání koncepční studie Ďáblic.
3. Křížovnické sady Ďáblice – etapa I
Komise konstatuje, že v předložené projektové dokumentaci chybějí části dokumentace SO 04, SO 06, SO 08, SO 10, SO 12, SO 13, SO 14, SO 15, SO 16, SO 17, SO 18, SO 19, SO 20 a SO 21. Komise doporučuje, aby byl zpracován seznam pozemků a staveb, a výkres pozemků a staveb, které budou předány MČ. Komise považuje za vhodné již nyní rozhodnout, komu bude předána retenční nádrž do správy (PVS, Lesy hl. m. Prahy). Komise doporučuje požádat RŘK, aby prověřil, zda návrh retenční nádrže je vyprojektován v souladu se standardy budoucího správce, a aby návrh retenční nádrže a její převzetí do správy bylo projednáno s budoucím správcem. Pokud nebude zbudována retenční nádrž v „brýlích" Cínovecké ulice z důvodu výstavby obchodního centra, bude nutno kapacitu předmětné retenční nádrže upravit i na budoucí odvodnění jižních v současné době nezastavěných pozemků podél Cínovecké. Komise upozorňuje, že pěší komunikace (mlatový chodník) SO 21 je vyústěna přímo na komunikaci Kosteleckou, kde ale není řešen ani navazující chodník ani přechod. Komise doporučuje toto místo dořešit a koordinovat s projektem obchodního centra X-PARK ĎÁBLICE tak, aby zde bylo přímé pěší propojení k novému obchodnímu centru.
4. Křížovnické sady Ďáblice – etapa II
Komise konstatuje, že v předložené projektové dokumentaci chybí části dokumentace SO 04, SO 05, SO 06, SO 7, SO 08, SO 09. Komise doporučuje, aby byl zpracován seznam pozemků a staveb, a výkres pozemků a staveb, které budou předány MČ.
5. 6. úplná aktualizace Územně analytických podkladů hl. m. Prahy 2024
Komise doporučuje připomínkovat tyto záměry:
* K-DZ-0026 SEVERNÍ VSTUP RYCHLÉHO SPOJENÍ (ZÁPADNÍ TRASA) – Na katastrálním území Ďáblic vést pouze v zářezu nebo v tunelu.
* K-DA-0001 PRAŽSKÝ OKRUH (SOKP), STAVBA Č. 520 (BŘEZINĚVES -
SATALICE) - 1– Podél trasy doplnit protihlukové stěny na celém katastrálním území
Ďáblic.
* K-DA-0009 PRAŽSKÝ OKRUH (SOKP), STAVBA Č. 519 (SUCHDOL BŘEZINĚVES) – 1 – Podél trasy doplnit protihlukové stěny na celém katastrálním území Ďáblic.
* K-DA-0002 (propojení Ďáblice - Letňany) – Změnit z automobilové dopravy na pěší a cyklistickou dopravu, tj. změnit na K-DC-0002.
* I-DA-0007 (obchvat Čakovic) – Obchvat nenapojovat na katastrálním území Ďáblic.
6. RD Na Terase 133/3 – odstranění a novostavba RD
Komise doporučuje s žádostí souhlasit za podmínek, že: a) bude respektována platná legislativa k likvidaci srážkových vod, především §38 Pražských stavebních předpisů a usnesení Rady městské části č. 126/23/RMČ ze dne 22. 3. 2023 k Podmínkám hospodaření s dešťovou vodou, b) stávající navazující chodník a komunikace nesmí být poškozeny. V případě jejich poškození, investor uvede komunikace do původního stavu na svoje náklady a budou správcům po kolaudaci RD protokolárně předány.
7. RD Ptáčnická 367/6 – demolice
Komise doporučuje s žádostí souhlasit za podmínky, že nedojde k poškození sousedních objektů a že za vykácený strom na pozemku svěřenému do správy MČ bude provedena náhradní sadová výsadba po dohodě s ÚMČ Praha – Ďáblice.
8. RD Ptáčnická parc. č. 749 a 750 – novostavba 2 RD a vjezd
Komise doporučuje s výstavbou souhlasit s podmínkou, že bude respektována platná legislativa k likvidaci srážkových vod, především §38 Pražských stavebních předpisů a usnesení Rady městské části č. 126/23/RMČ ze dne 22. 3. 2023 k Podmínkám hospodaření s dešťovou vodou. Doporučuje ale provést úpravu vjezdu tak, aby každý RD měl svůj vjezd. Tj. doplnit vjezd k RD na pozemku parc. č. 749 mezi stávajícím stromem a sloupkem sdělovací techniky.
9. Dělení pozemku parc. č. 1562/43
Komise shledává nevhodný příjezd na nově vzniklý oddělený pozemek parc. č. 1562/387, který by musel vést přes stávající zeleň na pozemku parc. č. 1562/1 svěřenému do správy MČ.
10. Bytový dům A, U Parkánu 10, změna stavby před jejím dokončením
Komise bere na vědomí rozhodnutí o změně stavby před jejím dokončením.
11. RD Květnová 392/32, demolice
Komise doporučuje s žádostí souhlasit za podmínky, že nedojde k poškození sousedních objektů.
12. Další
Průchod veřejnosti přes soukromé pozemky parc. č. 1568/8, 1568/9 a 1568/10. Komise shledává jako možné řešení, aby si majitelé uvedených pozemků uzavřeli či oplotili své pozemky.
Zapsal: Marek Pěkný | <urn:uuid:fe728d6a-e530-4268-bb96-0213dd2d28c3> | HuggingFaceFW/finepdfs/tree/main/data/ces_Latn/train | finepdfs | ces_Latn | 5,484 |
PRESS RELEASE
Date:
14 October, 2016
Subject:
G2E 2016 review
Publishing: For immediate release
EGT HAD ITS MOST SUCCESSFUL G2E SHOW IN VEGAS
The international team of Euro Games Technology welcomed guests from all over the world during G2E 2016 in Vegas and showed them around the company's booth, presenting an innovative product lineup of slot machines, multigame mixes, multiplayer solutions, interactive games and casino management systems. The received feedback was more than positive.
"In my over 20 years of presenting at the exhibition, I have never seen that many compliments, praise and interest in the different products we displayed," shared Sean Smith, president and founder of Reel Games Inc., the partner of EGT for North America. "Our new slot games, jackpot systems and cabinet models were a hit. The Luxury series touch tables and the Spider casino management system were a good draw to stop customers in their tracks as well. Not only did we have excitement from our existing customers. We have now added a high level of interest from almost all states and tribes and all the Canadian provinces. During every presentation I received congratulations on the showcased products. Many customers even came back two or three times during the show to look at them again. Amazing!"
The products that focused the keenest attention of the audience were among the newest developments of the company – the jackpot systems 3 Happy Hits, 4 Happy Hits and Fu Gui Rong Hua, the Super Premier and the Curved cabinets, the multigame mixes of Collection series – Fruits, Red, Green and Orange, the Lucky Circle Cash touch table of Luxury series and the Spider casino management system. EGT Interactive gathered a lot of guests mainly from Latin America.
At G2E 2016 the company celebrated not only the highest number of visitors and shown interest in its products, but its recent growth in Central and South America as well. The Bulgarian manufacturer has opened new offices in Peru and Colombia (it forecasts to achieve the installation of 1,500 gaming stations in the country till the end of 2017). EGT is also establishing a new sales and service centre in Panama that will provide the spare parts for all the Americas, including the Caribbean, optimizing the technical support by 30% and assisting its neighbouring offices as well.
In respect of sales the company is looking forward to its installations in Mexico and Colombia, as well as in the Caribbean, where it is already a major gaming supplier, especially in the well-developed markets of St. Maarten, Curacao, the Dominican Republic, Aruba, Jamaica and Suriname. Among the most successful products of
EGT in the Americas are the P-24/24 Up, P-27/27 St Slim and P-27/32H St slot cabinets, as well as the jackpot system Egypt Quest. The company has also made several installations of its Cat 4 Cash jackpot in the region and is looking forward to its first Curved cabinets (P-42V Up and P-42V St) and Luxury series touch roulette table deliveries in the Caribbean.
"This year's G2E show is definitely a step further for us and is the most successful exhibition we have ever had in Vegas," concluded about the event Mr. Stanislav Stanev, sales & marketing director of EGT. "It will certainly boost our development into the U.S. and Central and South America. We also enjoyed meeting with our visitors and felt proud of their high acclaim for our show display."
###
For more information:
Radostina Ganeva Marketing & PR Manager
Euro Games Technology Ltd.
Tel.: + 359 | 2 | 890 24 94
Fax: + 359 | 2 | 890 24 88
Mobile: + 359 | 89| 845 14 29
E-mail: email@example.com
Web: www.egt-bg.com
Address: 4 Maritsa Str
Vrana-Lozen-Triugulnika region
1151 Sofia, Bulgaria | <urn:uuid:f884a576-8359-454d-80ac-48aeacf9ab22> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 3,744 |
ORDINAMENTO
MASTER DI II LIVELLO IN DIRITTO PRIVATO EUROPEO Codice corso di studio: 29064
Art. 1 – Informazioni generali
Articolo 2 – Informazioni didattiche
integrarsi brillantemente in un contesto internazionale e in
| Settori Scientifico Disciplinari | IUS/01 |
|---|---|
| Requisiti di accesso | Possono partecipare al Master, senza limitazioni di età e di cittadinanza, coloro che sono in possesso di un titolo universitario appartenente ad una qualsiasi classe di laurea specialistica/magistrale, senza alcun vincolo di facoltà di provenienza. |
| Numero minimo e massimo di ammessi | Numero massimo: 60 Numero minimo: 10 |
| Modalità di svolgimento della selezione di ammissione | Titoli |
| Date presunte di inizio e fine del corso | Inizio: entro la fine del mese di febbraio 2019 Fine: entro il 31 gennaio 2020 |
| Uditori | Uditori ammessi, procedura descritta nell’art 18 del Regolamento in materia di corsi di master. |
| Corsi Singoli | Tutti fino al riconoscimento di 20 CFU come previsto dall’art. 17 del Regolamento in materia di corsi di master, corsi di alta formazione, corsi di formazione, corsi intensivi (D.R. n. 915/2018) |
| Obbligo di Frequenza | 75% del monte ore complessivo delle lezioni |
| Offerta di stage | Da definire |
| Modalità di Svolgimento Prova Finale | La prova finale consiste nella redazione di una tesi consistente in una nota a sentenza a commento di una pronuncia della Corte di Giustizia europea. L’elaborato finale viene presentato e discusso di fronte alla Commissione giudicatrice della prova finale che esprime la votazione in centodecimi e può, all’unanimità, concedere al candidato il massimo dei voti con lode. Il voto minimo per il superamento della prova è 66/110 (sessantasei/centodecimi). Il diploma Master è rilasciato dall’Università degli Studi di Roma “La Sapienza” solo dopo il controllo della regolarità della posizione amministrativa dello |
Articolo 3 – Informazioni organizzative
Articolo 4 – Fonti di finanziamento del Master
PIANO FORMATIVO DEL MASTER
PROF. NICOLÒ LIPARI ( Avvocato presso il Foro di Roma, abilitato al patrocinio dinanzi alle giurisdizioni superiori, è Professore emerito di Istituzioni di Diritto Privato presso l'Università di Roma "La Sapienza").
PROF. PIETRO RESCIGNO ( Avvocato presso il Foro di Roma, abilitato al patrocinio dinanzi alle giurisdizioni superiori, è Professore emerito di diritto civile presso l'Università di Roma "La Sapienza").
PROF. FRANCESCO CAPRIGLIONE (Avvocato presso il Foro di Roma, abilitato al patrocinio dinanzi alle giurisdizioni superiori, è stato Professore Ordinario di Diritto dell'Economia presso l'Università LUISS Guido Carli di Roma ed è Professore Straordinario a tempo determinato presso l'Università Telematica Guglielmo Marconi di Roma).
AVV. ELISABETTA CORAPI (Avvocato presso il Foro di Roma, è Ricercatrice in Diritto privato comparato presso l'Università degli Studi di Roma Tor Vergata)
PROF. MADS ANDENAS (Professore presso la Facoltà di diritto dell'Università di Oslo, è ex direttore del British Institute of International and Comparative Law di Londra ed ex direttore del Centre of European Law del King's College dell'Università di Londra).
PROF. CHRISTIAN VON BAR (Professore di diritto privato presso l'Università di Osnabrück, Germania, dal 1981, è il fondatore e amministratore delegato dell'Istituto europeo di studi giuridici (ELSI) di Osnabrück).
PROF.SSA BENEDICTE FAUVARQUE COSSON (Professoressa di Diritto comparato, diritto contrattuale, diritto marittimo, contenzioso, conflitto di leggi, conflitto di leggi, diritto internazionale dell'ambiente, diritto digitale e protezione dei dati, presso l'Università Panthéon-Assas, Parigi II).
PROF. HANS W. MICKLITZ (Professore di diritto dell'economia all'European University Institute, cattedra Jean Monnet di diritto privato e Professore emerito di diritto dell'economia europea all'Università di Bamberg).
PROF. KARE LILLEHOLT ( Professore presso la Facoltà di Giurisprudenza dell'Università di Bergen, esperto in Diritto di proprietà, Diritto contrattuale, Diritto comparato e Diritto dell'edilizia abitativa)
Calendario didattico
Giorni di svolgimento delle attività didattiche: Venerdì dalle ore 14.00 alle ore 19.00 Sabato dalle ore 9 alle ore 12.30
Piano delle Attività Formative del Master Universitario di II livello in Diritto Privato Europeo
| Denominazione attività formativa | Descrizione obiettivi formativi | Responsabile insegnamento | Settore scientifico disciplinare (SSD) | CFU | Ore | Tipologia (lezione, esercitazione, laboratorio, seminario) |
|---|---|---|---|---|---|---|
| Modulo 1 | Il modulo ha l’obiettivo di trattare le seguenti tematiche: il diritto privato europeo: nozioni e tradizioni. Le fonti. La codificazione europea. I Principi del commercio internazionale. Il mercato: interpretazione, analisi dei casi, analisi economica del diritto. | - Prof. Guido Alpa, Prof. Pietro Resigno, Prof. Gianfranco Palermo, Prof. Luca di Donna | IUS-01 | 3 | 75 | Lezione Studio individuale |
| Modulo 2 | Il modulo ha l’obiettivo di trattare le seguenti tematiche:le persone fisiche e giuridiche | - Prof.ssa Laura Moscati e Prof.ssa Maria Alessandra Livi | IUS-01 | 2 | 50 | Lezione Studio individuale |
| Modulo 3 | Il modulo ha l’obiettivo di trattare la seguente tematica: la bioetica | - Prof. Pietro Rescigno e Prof. Luca Di Donna | IUS-01 | 1 | 25 | Lezione Studio individuale |
| Modulo 4 | Il modulo ha l’obiettivo di trattare la seguente tematica: le associazioni e le fondazioni | - Prof. Carlo Angelici e Prof. Luca Di Donna | IUS-01 | 2 | 50 | Lezione Studio individuale |
| Modulo 5 | Il modulo ha l’obiettivo di trattare la seguente tematica: il contratto | - Prof. Nicolò Lipari, Prof. Antonio Masi, Prof.ssa Benedicte Fauvarque | IUS-01 | 8 | 200 | Lezione Studio individuale |
| Modulo 6 | Il modulo ha l’obiettivo di trattare la seguente tematica: la responsabilità civile | - Prof. Guido Alpa, Prof.ssa Laura Moscati, Prof. Christian Von Bar e Prof. Luca Di Donna | IUS-01 | 3 | 75 | Lezione Studio individuale | No |
|---|---|---|---|---|---|---|---|
| Modulo 7 | Il modulo ha l’obiettivo di trattare le seguenti tematiche: la disciplina della concorrenza. Contratti commerciali. Società e corporate governance. | - Prof. Carlo Angelici, Prof. Diego Corapi, Prof. Hans W. Micklitz e Prof. Luca Di Donna | IUS-01 | 7 | 175 | Lezione Studio individuale | No |
| Modulo 8 | Il modulo ha l’obiettivo di trattare la seguente tematica: gli investimenti commerciali in Cina (in lingua italiana e inglese) | - Prof. Guido Alpa e Prof. Luca Di Donna | IUS-01 | 3 | 75 | Lezione Studio individuale | No |
| Modulo 9 | Il modulo ha l’obiettivo di trattare la seguente tematica: legal English (in lingua inglese) | - Prof. Luca Di Donna e Avv. Elisabetta Corapi | IUS-01 | 5 | 125 | Lezione Studio individuale | No |
| Modulo 10 | Il modulo ha l’obiettivo di trattare la seguente tematica: il sistema giuridico americano e il diritto privato europeo (in lingua inglese) | - Avv. Elisabetta Corapi e Prof. Gianluca Scarchillo | IUS-01 | 4 | 100 | Lezione Studio individuale | No |
| Modulo 12 | Il modulo ha l’obiettivo di trattare la seguente tematica: la tutela del consumatore. | - Prof. Guido Alpa, Prof. Francesco Capriglione, Prof. Mads Andenas, Prof. Hans W. Micklitz e Prof. Gianluca Scarchillo | IUS-01 | 6 | 150 | Lezione Studio individuale |
|---|---|---|---|---|---|---|
| Modulo 13 | Il modulo ha l’obiettivo di trattare la seguente tematica: i servizi finanziari e assicurativi. | - Prof. Francesco Capriglione, Prof. Mads Andenas e Prof. Luca Di Donna | IUS-01 | 3 | 75 | Lezione Studio individuale |
| Modulo 14 | Il modulo ha l’obiettivo di trattare la seguente tematica: informatica giuridica | - Prof. Gianluca Scarchillo e Prof. Luca Di Donna | IUS-01 | 1 | 25 | Lezione Studio individuale |
| Modulo 15 | Il modulo ha l’obiettivo di trattare la seguente tematica: la tutela dell’ ambiente | - Prof.ssa Benedicte Fauvarque Cosson e Prof. Luca Di Donna | IUS-01 | 1 | 25 | Lezione Studio individuale |
| | | | diritto, impresa, lavoro e tutela dei diritti nella prospettiva europea ed internazionale |
|---|---|---|---|
| TOTALE CFU | 60 | 1500 ore | |
F.TO IL DIRETTORE DEL DIPARTIMENTO DI RIFERIMENTO | <urn:uuid:f17a97da-cf98-40be-85a5-5ac5f54ec078> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 8,281 |
Village of Woodstock Parking Permit Regulations-Employee Parking Lot Mechanic Street Parking Resolution # 3
Permits to park in the section of the Mechanic St. Parking Lot designated as an Employee Permit Parking Lot, are sold annually to the applicants selected at a random lottery conducted by the Board of Village Trustees.
Permit Holders must fill out a new application form for the renewal time period if there have been any revisions to the RESOLUTION regulating parking in the Employee Parking Lot adopted by the Board of Village Trustees.
Permit holders in compliance with the most recently adopted resolution governing parking in the Employee Parking Lot, at the time of application, may renew subsequent year permits without participating in future lotteries.
Applications may only be submitted by employees of village businesses.
Applications must contain information regarding the primary permit holder and secondary permit holder; if a shared permit.
Name of Primary Parking Permit Holder: ____________________________________________
Address: ______________________________________________________________________
License plate number and State that issued the license plate: _____________________________
Employer or Business Name_______________________________________________________
Name of Secondary Parking Permit Holder: __________________________________________
Address: ______________________________________________________________________
License plate number and State that issued the license plate: _____________________________
Employer or Business Name ______________________________________________________
Primary and Secondary Permit Holder must not have any outstanding, unpaid parking tickets.
An application for a Parking Permit, or parking permit renewal received from an applicant that does not contain information regarding the name of the Primary Permit holder, or the license plate number or has any unpaid parking tickets, will not be approved and the application will be returned to the applicant.
The lottery will be held annually at the December meeting of the Board of Village Trustees.
To be included in the lottery, applications must be received in the Municipal Offices or postmarked prior to December 1 st of every year.
All available spots in this parking lot that are not filled by the lottery will be sold on a first come basis.
Winners of the lottery are eligible to purchase a parking permit that will allow parking in any parking space in the non-metered, permit parking only, section of the Mechanic Street, Employee Permit Parking Lot.
Cost of a parking permit is $100.00 per quarter; or portion of a quarter. Cost of a permit will not be discounted if a permit is purchased during a quarter due to a permit holder renewing after the beginning of the quarter.
Payment may be made annually or quarterly. If quarterly, payment must be received prior to the last day prior to the beginning of the quarter. January 1 to March 31 being the first quarter, April 1 to June 30 being the second quarter, July 1 to September 30 being the third quarter and October 1 to December 31 being the fourth quarter.
A grace period of seven calendar days at the beginning of each quarter is granted.
Following expiration of the grace period, the parking permit will be cancelled and any vehicle parking in the Employee Permit Parking Lot, with a cancelled parking permit ,will be subject to the standard parking ticket for a violation of parking in the Employee Permit Parking Lot , without a permit, which is $50.00.
Violations of the Village Parking Ordinances, other than parking without a permit, that occur in the Employee Permit Parking lot will be subject to the same fines as for violating the parking ordinance elsewhere in the Village.
Overnight parking in the Employee Permit Parking Lot is subject to the overnight parking regulations for this parking lot.
Overnight parking is allowed along the westerly boundary of the parking lot against the fence. Cars parking in these spaces must be moved before 8:00 am, or be subject to being ticketed and towed away at the owner's expense.
Permit Holders that also utilize the authorized overnight parking section, as set forth above, must move their vehicle within twelve hours after a snow event to facilitate snow removal. Violators are subject to being ticketed and towed.
Overnight parking adjacent to the Welcome Center is prohibited and vehicles parking overnight are subject to being ticketed and towed away at the owner's expense.
Hours of operation of the permit parking system are 8:00 am to 6:00 pm daily.
The fine for parking in the Employee Permit Parking Lot, during the posted hours of operation, without properly displaying the parking permit is $50.00 per offense.
This means that if a permit holder has paid for a permit to park in the Employee Permit Parking Lot and has parked his/her vehicle in the designated lot, but does not properly display the parking permit, the vehicle is parking in violation of the rules and the vehicle will receive a $50.00 ticket.
The Parking Permit is transferrable. This means that you may use the permit in a different vehicle or you may loan the parking permit to another motorist. The permit must be properly displayed or a ticket in the amount of $50.00 will be issued. The person who was issued a parking permit shall be liable to pay all fines issued to any vehicle displaying the permit.
The permit is a window sticker and should be mounted on the windshield in the lower corner in front of the passenger seat. OR, permit holder may choose to laminate the sticker and place it on the dashboard of the vehicle when parking.
If the permit is not displayed, a parking ticket will be issued. No exceptions will be made.
All parking permit lottery winners that wish to purchase the parking permit must sign the agreement for permit parking and agree to comply with these regulations.
All permits must be individually purchased. No "bulk sales" of parking permits will be allowed.
I have read the Regulations for Parking in the Employee Permit Parking Lot and will comply with the Regulations.
________________________________________ ___________________________
Permit Holder Signature
Date
Signed this 13 th day of February, 2018, by the Woodstock Village Board of Trustees:
WOODSTOCK BOARD OF VILLAGE TRUSTEES:
Jeffrey Kahn, Chair
Ward Goodenough
Cary Agin
Keri Cole
Serena Nelson
HISTORY:
Revision # 3 to the 2018 compilation added the provision that vehicles utilizing the overnight parking spaces, that also purchase a parking permit, must move their vehicle within 12 hours after a snow event ends. | <urn:uuid:6b851ee8-1704-427c-91a3-02fcb040067b> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 6,705 |
DRAFT BUDGET OF
UMHLABUYALINGANA MUNICIPALITY
2020/2021
MEDIUM TERM REVENUE AND EXPENDITURE FRAMEWORK
# Table of Contents
## PART 1 – ANNUAL BUDGET
| Section | Page No. |
|------------------------------------------------------------------------|----------|
| 1.1 MAYOR’S REPORT | 5 |
| 1.2 COUNCIL RESOLUTIONS | 6 |
| 1.3 EXECUTIVE SUMMARY | 7 |
| 1.4 OPERATING REVENUE FRAMEWORK | 9 |
| 1.5 OPERATING EXPENDITURE FRAMEWORK | 12 |
| 1.6 CAPITAL EXPENDITURE | 16 |
| 1.7 ANNUAL BUDGET TABLES | 17 |
## PART 2 – SUPPORTING DOCUMENTATION
| Section | Page No. |
|------------------------------------------------------------------------|----------|
| 2.1 OVERVIEW OF THE ANNUAL BUDGET PROCESS | 29 |
| 2.2 OVERVIEW OF ALIGNMENT OF ANNUAL BUDGET WITH IDP | 30 |
| 2.3 MEASUREABLE PERFORMANCE OBJECTIVES AND INDICATORS | 34 |
| 2.4 OVERVIEW OF BUDGET RELATED POLICIES | 38 |
| 2.5 OVERVIEW OF BUDGET ASSUMPTIONS | 38 |
| 2.6 OVERVIEW OF BUDGET FUNDING | 40 |
| 2.7 EXPENDITURE ON GRANTS AND RECONCILIATIONS OF UNSPENT FUNDS | 47 |
| 2.8 COUNCILLOR AND EMPLOYEE BENEFITS | 50 |
| 2.9 MONTHLY TARGETS FOR REVENUE, EXPENDITURE AND CASH FLOW | 52 |
| 2.10 SDBIP’s – INTERNAL DEPARTMENTS | 56 |
| 2.11 CAPITAL EXPENDITURE DETAILS | 56 |
| 2.12 LEGISLATION COMPLIANCE STATUS | 62 |
| 2.13 OTHER SUPPORTING DOCUMENTS | 62 |
| 2.14 MUNICIPAL MANAGER’S QUALITY CERTIFICATE | 63 |
## LIST OF TABLES
Table 1 Operating Budget Summary
Table 2 Consolidated overview of the 2018/19 MTREF
Table 3 Summary of revenue classified by main revenue source
Table 4 Operating Transfers and Grant Receipts
Table 5 Summary of operating expenditure by standard classification item
Table 6 Operational repairs and maintenance
Table 7 Consolidated repairs and maintenance by asset class
Table 8 2020/2021 Medium - Term capital budget per vote
Table 9 MBRA Table A1 Budget Summary
Table 10 MBRR Table A2 Budgeted Financial Performance (revenue and expenditure by standard classification)
Table 11 MBRR Table A3 Consolidated – Budgeted Financial Performance (revenue and expenditure by municipal vote)
Table 12 MBRR Table A4 Budgeted Financial Performance (revenue and expenditure)
Table 13 MBRR Table A5 Budgeted Capital expenditure by vote, standard classification and finding source
Table 14 MBRR Table A6 Budgeted Financial Position
Table 15 MBRR Table A7 Budgeted Cash Flow Statement
Table 16 MBRR Table A8 Cash-backed Reserves/accumulated surplus reconciliation
Table 17 MBRR Table A9 Asset Management
Table 18 MBRR Table A10 Basic Service Delivery Measurement
Table 19 MBRR Table SA4 Reconciliation between IDP strategic objectives and budgeted revenue
Table 20 MBRR Table SA5 Reconciliation between IDP strategic objectives and budgeted operating expenditure
Table 21 MBRR Table SA6 Reconciliation between IDP strategic objectives and budgeted capital expenditure
Table 22 MBRR Table SA 7 Measurable performance objectives
Table 23 MBRR Table SA8 Performance indicators and benchmarks
Table 24 MBRR Table SA15 Detailed investment information
Table 25 MBRR Table SA16 Investment particulars by maturity
Table 26 MBRR Table SA17 Detail of borrowings
Table 27 MBRRT Table SA18 Capital transfers and grant receipts
Table 28 MBRRT Table A7 Budgeted Cash Flow Statement
Table 29 MBRR Table SA30 Budgeted Monthly Cash Flow
Table 30 MBRR Table A8 Cash-backed reserves/accumulated surplus reconciliation
Table 31 MBRRT Table SA10 Funding compliance measurement
Table 32 MBRRT Table SA19 Expenditure on transfers and grant programmes
Table 33 MBRRT Table SA20 Reconciliation between transfers and grants receipts and unspent funds
Table 34 MBRRT Table SA21 Grants made by the municipality
Table 35 MBRRT Table SA22 Summary of councilor and staff benefits
Table 36 MBRRT Table SA24 Summary of personnel numbers
Table 37 MBRRT Table SA25 Budgeted monthly revenue and expenditure
Table 38 MBRRT Table SA26 Budgeted monthly revenue and expenditure (municipal vote)
Table 39 MBRRT Table SA27 Budgeted monthly revenue and expenditure (standard classification)
Table 40 MBRRT Table SA30 Monthly Cash Flow
Table 41 MBRRT Table SA34a Capital expenditure on new assets by asset class
Table 42 MBRRT Table SA34c Repairs and maintenance expenditure by asset class
Table 43 MBRRT Table SA35d Depreciation by asset class
Table 44 MBRRT Table SA35 Futuree implications of the Capital Budget
Table 45 MBRRT Table SA36 Detailed Capital Budget per municipal vote
1.1 Mayor’s Report
Madam Speaker, and
Fellow Councilors
During the month of October 2019 the council had public consultations within the communities of Umhlabuyalingana Municipality. In those consultations the public voiced out their needs and the municipality has taken those needs and concerns into consideration when reviewing the Integrated Development Plan for 2020/2021 financial year.
Management within local government has a significant role to play in strengthening the link between the citizen and government’s overall priorities and spending plans. The goal should be to enhance service delivery aimed at improving the quality of life for all people within Umhlabuyalingana Municipality. Budgeting is primarily about the choice that the municipality has to make between competing priorities and fiscal realities. The challenge is to do more with the available resources. We need to remain focused on the effective delivery of the core municipal services through the application of efficient and effective service delivery mechanisms.
The application of sound financial management principles for the compilation of Umhlabuyalingana financial plan is essential and critical to ensure that the municipality remains financial viable and that sustainable municipal services are provided economically and equitably to all communities.
With the limited financial resources the municipality have it has reserved R231 528 655 for operational expenditure and R34 425 152 for capital expenditure and R266 953 807 as total revenue in 2020/2021 financial year. The municipality has also reserved R246 224 073 for operational expenditure and R37 019 284 for capital expenditure and R282 963 357 as total revenue for 2021/2022 financial year, and reserved R259 093 966 for operational expenditure and R38 685 152 for capital expenditure as well as R300 251 519 as total revenue for 2022/2023 financial year.
Conclusion
In closing I would like to take this opportunity to thank the honorable councilors for listening to me, and I would like to thank the Finance Portfolio Committee, Municipal Manager, CFO and his finance team for their hard work in putting together the 2020/2021 Draft MTREF under these circumstances of lockdown after the country is attached by the COVID 19 pandemic.
Thank you
Mayor, Councilor N.S Mthethwa
1.2 Council Resolutions
On the 31\textsuperscript{th} of March 2020 the council of Umhlabuyalingana Local Municipality met in its Council Chambers to consider the draft annual budget of the municipality for the 2020/2021 financial year. The Council approved and adopted the following resolutions:
1. The Council of Umhlabuyalingana Local Municipality, acting in terms of section 24 of the Municipal Finance Management Act, approves and adopts:
1.1 The draft annual budget of the municipality for the financial year 2020/2021 and the multi-year and single-year capital appropriations as set out in the following tables:
1.1.1 Budgeted Financial Performance (revenue and expenditure by standard classification)
1.1.2 Budgeted Financial Performance (revenue and expenditure by municipal vote)
1.1.3 Budgeted financial Performance (revenue by source and expenditure by type)
1.1.4 Multi-year and single-year capital appropriations by municipal vote and standard classification and associated funding by source
1.2 The financial position, cash flow budget, cash backed reserve/accumulated surplus, asset management and basic service delivery targets are approved as set out in the following tables:
1.2.1 Budgeted Financial Position
1.2.2 Budgeted Cash Flow
1.2.3 Cash backed reserves and accumulated surplus reconciliation
1.2.4 Asset management
1.2.5 Basic service delivery measurement
Attached as annexure A in the budget document
1.3 Executive Summary
Legislation stipulates clearly that a municipality must not only give effect to its IDP but must also conduct its affairs in a manner which is consistent with its IDP. This includes the compilation of Medium-Term Revenue and Expenditure Framework.
The municipality’s Growth and Development Strategy and Infrastructure Development Plan are its strategic planning instruments which directly guide and inform its planning, budget, management, and development actions. This framework is rolled out into objectives, key performance indicators, and targets for implementation, which directly informs the Service Delivery and Budget Implementation Plan.
The compilation of the MTREF remains a huge challenge to balance the budget between the limited revenue resources available and the immense need to provide quality service delivery to our community. Tariff increases must be limited to be within the affordability levels of our community and must still promote economic growth to ensure financial sustainability. Council on the other hand must address the huge demand to improve the standard of service delivery and do more with less funds available.
The MTREF used the guidelines set by the Minister of Finance in his Medium-term Budget Policy statement speech as well as the guidelines in terms of Circular 99 dated 9 March 2020 as issued by National Treasury.
The Consumer Price Inflation as set out in Circular 99 issued in 9 March 2020 is set out at 4.5% for 2020/2021 and 4.6% for 2021/2022 and 2022/2023 financial years.
All tariffs were not adjusted in this financial year especially after the country’s economy has been affected by the COVID-19 pandemic. The council of Umhlabuyalingana looked at the possibility of adjusting all tariffs upwards and resolved not to adjust them upwards at this point because of the negative effect the COVID-19 has had to the economy of this country and that our citizens will not be able to afford the increase in tariffs at this point in time. All tariffs include property rates tariffs, refuse removal, and rental of facilities tariffs.
The financial sustainability of the 2020/2021 MTREF is largely dependent on the collection level of billed income. Provision is made for a collection rate of 70%. To achieve this collection rate and more, the municipality will have to implement more robust credit control measures.
In terms of Council’s social commitment to assist the communities in Umhlabuyalingana provision has been made for a free basic electricity to registered Indigents in Umhlabuyalingana Indigent Register. The total amount budgeted for free basic electricity to our community amounts to R547 040.
The MTREF for the 2020/2021 multi-year budget with comparative information is as follows:
### Table 1 Budget Summary
| DESCRIPTION | Original Budget | Adjusted Budget | Full Year Forecast | Pre Audited Outcome | Budget Year 2020/2021 | Budget Year 2021/2022 | Budget Year 2022/2023 |
|--------------------------------------------------|-----------------|-----------------|--------------------|---------------------|-----------------------|-----------------------|-----------------------|
| **MUNICIPAL REVENUE** | | | | | | | |
| Operating Grants | 174,695,000 | 176,387,080 | 176,387,080 | 176,387,080 | 187,282,000 | 198,349,000 | 211,138,000 |
| Capital Grants | 53,919,000 | 59,539,268 | 59,539,268 | 59,539,268 | 34,702,000 | 37,496,000 | 39,523,000 |
| Own income | 32,914,564 | 35,934,876 | 35,934,876 | 35,934,876 | 36,823,288 | 38,590,806 | 40,443,165 |
| Investment income | 4,750,292 | 7,761,985 | 7,761,985 | 7,761,985 | 8,146,318 | 8,137,151 | 8,947,354 |
| Surplus Fund | - | - | - | - | - | - | - |
| **Subtotal (a)** | 266,083,856 | 279,627,208 | 279,627,208 | 279,627,208 | 266,953,807 | 282,963,357 | 300,251,519 |
| **OPERATING EXPENDITURE** | | | | | | | |
| Councillor allowance | 13,455,753 | 13,455,755 | 13,455,755 | 13,455,755 | 14,061,264 | 14,694,021 | 14,694,021 |
| Employees related costs | 72,405,800 | 81,074,557 | 81,074,557 | 81,074,557 | 85,136,149 | 88,967,276 | 92,970,803 |
| Special grants | 108,887,153 | 99,241,088 | 99,241,088 | 102,340,346 | 44,881,436 | 46,901,101 | 49,011,650 |
| Repairs and Maintenance | 1,210,796 | 1,415,761 | 1,415,761 | 1,415,761 | - | - | - |
| Contract services | 25,807,366 | 32,387,253 | 32,387,253 | 32,387,253 | 31,640,200 | 33,064,009 | 34,551,889 |
| Transfer and subsidies | 1,803,115 | 1,398,000 | 1,398,000 | 1,398,000 | 1,120,000 | 1,170,400 | 1,223,068 |
| Purchases | 105,268 | 105,268 | 105,268 | 105,268 | 105,268 | 110,179 | 115,755 |
| Inventory consumed | 1,767,500 | 2,117,500 | 2,117,500 | 2,117,500 | 2,110,000 | 2,204,950 | 2,304,173 |
| Operational lease | 605,761 | 605,761 | 605,761 | 605,761 | 600,000 | 631,950 | 665,605 |
| Provisions | 36,626,819 | 31,088,555 | 31,088,555 | 31,088,555 | 52,479,115 | 59,112,354 | 63,557,002 |
| **Subtotal (b)** | 261,679,367 | 262,999,491 | 262,999,491 | 270,459,941 | 291,528,655 | 246,234,073 | 259,009,962 |
| **CAPITAL EXPENDITURE** | | | | | | | |
| Municipal Assets Roads | 21,910,050 | 33,639,859 | 33,639,859 | 33,639,859 | 35,007,500 | 36,582,838 | - |
| Public Buildings (Halls, Markets etc) | 12,000,000 | 1,068,995 | 1,068,995 | 1,068,995 | - | - | - |
| Sport grounds | - | 53,843 | 53,843 | 53,843 | - | - | - |
| Electrification | 24,000,000 | 24,000,000 | 24,000,000 | 24,000,000 | - | - | - |
| Other Services | 4,000,000 | 3,720,000 | 3,720,000 | 3,720,000 | 1,925,152 | 2,011,784 | 2,102,314 |
| **Subtotal ©** | 67,379,000 | 34,902,838 | 68,542,747 | 68,542,747 | 35,425,152 | 37,019,284 | 38,485,352 |
| **CONSOLIDATED MUNICIPAL EXPENDITURE** | 329,056,267 | 297,892,329 | 331,542,238 | 342,009,696 | 266,953,807 | 283,243,357 | 297,779,118 |
### Table 2 Consolidated Overview of the 2018/2019 MTREF
| | 2019/2020 | MTREF |
|----------------------|-----------|----------------|
| | Original budget | Adjusted budget | 2020/2021 | 2021/2022 | 2022/2023 |
| Total Revenue | 252,083,673 | 255,626,964 | 266,953,725 | 282,963,276 | 300,251,437 |
| Total Operating Expenditure | 203,705,757 | 210,254,462 | 231,528,655 | 244,604,943 | 257,176,975 |
| Total Capital Expenditure | 67,378,000 | 44,542,746 | 35,425,152 | 37,019,284 | 38,685,152 |
Total operating revenue has increased by 4% or R11 326 761 for the 2020/2021 financial year when compared to the 2019/2020 budget. For the two outer years, operational revenue is increasing at a similar percentage of 6% or R16 009 551 and R17 288 161.
Total operating expenditure has increased by 9% or R21 274 193 for the 2020/2021 financial year when compared to the 2019/2020 budget. For the two outer years operational expenditure has increased by 5% or R13 076 288 and 5% or R12 572 032.
Total capital expenditure has decreased by 26% or R9 117 594 for the 2020/2021 financial year when compared to the 2019/2020 budget. For the two outer years it will increase by 4% or R1 594 132 and R1 665 868.
### 1.4 Operating Revenue Framework
The municipality’s revenue strategy is built around the following key components:
- National Treasury’s guidelines and macroeconomic policy;
- Efficient revenue management, which aims to ensure a 70% annual collection rate for property rates and other key service charges;
- The municipality’s Property Rates Policy approved in terms of the Municipal Property Rates Act, 2004;
The municipality's indigent policy and rendering of free basic services; and
- Tariff policies of the municipality.
The following table is a summary of the 2020/2021 MTREF (classified by main revenue source)
Table 3 Summary of revenue classified by main revenue source
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Medium Term Revenue & Expenditure Framework |
|--------------------------------------------------|-----|--------------------------|--------------------------|--------------------------|----------------|----------------|-------------------|------------------|--------------------------------------------------|
| | | | | | | | | | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
| **Revenue By Source** | | | | | | | | | | | |
| Property rates | 2 | 19,118 | 19,830 | 20,367 | 26,978 | 25,474 | 25,474 | 25,474 | 28,474 | 27,745 | 29,077 |
| Service charges - electricity revenue | 2 | (0) | (0) | (0) | (0) | (0) | (0) | – | (0) | (0) | (0) |
| Service charges - water revenue | 2 | – | – | – | – | – | – | – | – | – | – |
| Service charges - sanitation revenue | 2 | – | – | – | – | – | – | – | – | – | – |
| Service charges - refuse revenue | 2 | 202 | 283 | 583 | 655 | 624 | 624 | 624 | 655 | 686 | 719 |
| Rental of facilities and equipment | 254 | 303 | 368 | 413 | 376 | 376 | 376 | 376 | 394 | 413 | 433 |
| Interest earned - external investments | 5,121 | 3,273 | 4,802 | 1,290 | 6,843 | 6,843 | 6,843 | 6,843 | 965 | 1,001 | 1,049 |
| Interest earned - outstanding debtors | 695 | 1,268 | 610 | 721 | 923 | 923 | 923 | 923 | 968 | 1,014 | 1,063 |
| Dividends received | – | – | – | – | – | – | – | – | – | – | – |
| Fines, penalties and forfeits | 1,710 | 1,606 | 1,578 | 1,168 | 3,073 | 3,073 | 3,073 | 3,073 | 3,220 | 3,275 | 3,537 |
| Licences and permits | 3,707 | 3,882 | 3,969 | 3,992 | 5,332 | 5,332 | 5,332 | 5,332 | 5,993 | 5,862 | 6,143 |
| Agency services | – | – | – | – | – | – | – | – | – | – | – |
| Transfers and subsidies | 133,777 | 142,522 | 154,883 | 174,495 | 176,387 | 176,387 | 176,387 | 176,387 | 167,282 | 198,349 | 211,338 |
| Other revenue | 2 | 406 | 543 | 630 | 2,853 | 1,055 | 1,055 | 1,055 | 6,710 | 7,032 | 7,369 |
| **Total** | | 165,181 | 173,973 | 189,231 | 212,166 | 220,088 | 220,088 | 220,088 | 232,232 | 245,477 | 260,728 |
Revenue generated from property rates contributes 10% (in 2020/2010) of the total revenue basket for the municipality.
Revenue generated from refuse removal, rental income and interest from outstanding debtors contributes less than 1% of the total revenue basket.
Revenue generated from interest on investments, fines and other revenue contributes 1% of the total revenue.
Revenue generated from licenses and permits contributes 2% of the total revenue.
Operating grants and transfers total R193 495 million or 70% of the total income budget in the 2020/2021 financial year. The following table gives a breakdown of the various operating grants and subsidies allocated to the municipality over a medium term
Table 4 Operating Transfers and Grant receipts
## KZN271 Umhlabuyalingana - Supporting Table SA18 Transfers and grant receipts
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|------------------------------------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------|----------------|-------------------|---------------------|-----------------------|------------------------|
| **RECEIPTS:** | | | | | | | | | | |
| **Operating Transfers and Grants** | | | | | | | | | | |
| National Government: | | | | | | | | | | |
| Local Government Equitable Share | | 125,223 | 139,913 | 150,623 | 190,440 | 171,440 | 171,440 | 183,960 | 195,554 | 208,405 |
| Finance Management | | 1,825 | 1,900 | 1,900 | 1,900 | 1,900 | 1,900 | 1,900 | 1,900 | 1,900 |
| EPWP Incentive | | 2,277 | 4,165 | 3,047 | 3,523 | 3,523 | 3,523 | 2,952 | – | – |
| Integrated National Electrification Programme | | – | – | 19,000 | – | – | – | – | – | – |
| Other transfers/grants [insert description] | | | | | | | | | | |
| Provincial Government: | | | | | | | | | | |
| Proviicialisation of Libraries | | 3,550 | 1,657 | 6,323 | 3,055 | 4,947 | 4,947 | 3,322 | 2,793 | 2,933 |
| Community Library Services Grant | | | | | 806 | 806 | 806 | 863 | 924 | 969 |
| Town Planning Grant | | | | | 1,000 | 503 | 503 | – | – | – |
| Tourism Grant | | | | | 2,450 | 1,389 | 1,389 | – | – | – |
| Corridor Development Grant | | | | | 1,000 | – | – | – | – | – |
| Ward Base Plan | | | | | – | – | – | 650 | – | – |
| District Municipality: | | | | | | | | | | |
| [insert description] | | | | | | | | | | |
| Other grant providers: | | | | | | | | | | |
| [insert description] | | | | | | | | | | |
| **Total Operating Transfers and Grants** | | 128,773 | 141,570 | 156,946 | 193,491 | 176,387 | 176,387 | 187,282 | 198,349 | 211,338 |
| **Capital Transfers and Grants** | | | | | | | | | | |
| National Government: | | | | | | | | | | |
| Municipal Infrastructure Grant (MIG) | | 36,825 | 35,481 | 56,265 | 34,918 | 53,947 | 53,947 | 50,702 | 54,486 | 54,523 |
| Integrated National Electrification Programme | | | | | 22,000 | – | 19,000 | 19,000 | 17,000 | 15,000 |
| Other capital transfers/grants [insert desc] | | | | | | | | | | |
| Provincial Government: | | | | | | | | | | |
| Massification Grant | | | | | 5,000 | 5,000 | 5,000 | 5,000 | – | – |
| Small Town Rehabilitation Grant | | | | | 6,000 | 592 | 592 | – | – | – |
| District Municipality: | | | | | | | | | | |
| [insert description] | | | | | | | | | | |
| Other grant providers: | | | | | | | | | | |
| [insert description] | | | | | | | | | | |
| **Total Capital Transfers and Grants** | | 36,825 | 35,481 | 67,265 | 39,918 | 59,539 | 59,539 | 50,702 | 54,486 | 54,523 |
| **TOTAL RECEIPTS OF TRANSFERS & GRANTS** | | 165,598 | 177,051 | 224,211 | 233,413 | 235,926 | 235,926 | 237,984 | 252,835 | 265,861 |
### 1.4.1 Property Rates
The following factors were taken into consideration in the determination of proposed rates:
- Operational and capital funding requirements
- Market values of properties as published in the general valuation roll including supplementary valuation rolls published after the implementation date;
- Anticipated property development and growth in supplementary property values.
Property rates tariffs were not adjusted or increased in the 2020/2021 financial year because the municipality felt that due to the COVID 19 pandemic the country’s economy is affected negatively and our customers will not be able to afford tariff increase in this financial year.
### 1.4.2 Waste Removal service
Waste removal tariffs were not adjusted in 2020/2021 financial year. Waste collection billing is currently done to Manguzi Hospital, Mseleni Hospital, Ithala Business Centre and 16 new customers that signed their contract in the 2018/2019 financial year. Assumptions is that we will collect 50% of the billed revenue for refuse removal since there are new customers who are not paying frequently. Waste collection service is not properly done because there is no proper plan in place when and where refuse will be collected on a daily or weekly basis.
Currently waste removal is done at a deficit because the operational costs for rendering this services is more than the revenue being generated and collected due to the number of properties being serviced and billed.
### 1.4.3 Rental of properties and facilities
The tariff for the rental of properties and facilities was not increased or adjusted in 2020/2021 financial year. The only increase relates to annual percentage increase not tariff adjustment.
### 1.4.4 Interest on investments
Revenue to be generated from interest on investments or short term deposits is R955 102. The municipality will invest excess funds when it becomes available.
### 1.4.5 Interest on outstanding debtors
Revenue to be generated from raising interest on outstanding debtors accounts on property rates accounts. There is a slight increase on this revenue source because the municipality anticipate that property rates debtors will pay for their accounts and not incur additional charges such as interest and penalties.
### 1.4.6 Fines and penalties
Revenue to be generated from traffic fines and penalties on late returns of library books is estimated to be R3 220 419. The municipality is estimating that it will collect 100% of that raised traffic fines in the 2020/2021 financial year.
### 1.4.7 Licences and permits
Revenue to be generated from licenses and permits includes motor vehicle renewal licenses, leaners licenses applications, motor vehicle registrations and business licensing. Tariffs for motor vehicle licenses
are not regulated by the municipality but by the Department of Transport because this service is not a function of the municipality but of the Department of Transport.
1.5 Operating Expenditure Framework
The municipality’s expenditure framework for the 2020/2021 budget and MTREF is informed by the following:
- The asset renewal and the repairs and maintenance requirements;
- Balanced budget constraint (operating expenditure should not exceed operating revenue);
- Funding of the budget over the medium-term, as informed by Section 18 and 19 of the MFMA;
- Capital programme is aligned to the asset renewal needs and backlog eradication goals;
- The prioritization of capital needs is based on the Capital Investment Framework.
Table 5 Summary of operating expenditure by standard classification item
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Medium Term Revenue & Expenditure Framework |
|------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|------------------|--------------------------------------------------|
| | | | | | | | | | Budget Year 2020/21 | +1 2021/22 | +2 2022/23 |
| Expenditure By Type | | | | | | | | | | | |
| Employee related costs | 2 | 46,864 | 58,302 | 66,635 | 89,314 | 81,075 | 81,075 | 81,075 | 85,136 | 88,967 | 92,971 |
| Remuneration of councillors | | 10,386 | 12,161 | 12,472 | 13,456 | 13,456 | 13,456 | 13,456 | 14,061 | 14,694 | |
| Debt impairment | 3 | 3,152 | 8,016 | 35,733 | 11,400 | 5,862 | 5,862 | 5,862 | 5,000 | 5,225 | 5,460 |
| Depreciation & asset impairment | 2 | 21,177 | 24,474 | 22,750 | 25,627 | 25,627 | 25,627 | 25,627 | 47,479 | 53,887 | 58,097 |
| Finance charges | | 878 | 955 | 3 | 105 | 105 | 105 | 105 | 111 | 116 | |
| Bulk purchases | 2 | – | – | – | – | – | – | – | – | – | |
| Other materials | 6 | 2,653 | 2,246 | 2,884 | 1,768 | 2,118 | 2,118 | 2,118 | 2,205 | 2,344 | |
| Contracted services | | 49,743 | 33,094 | 30,483 | 26,332 | 32,292 | 32,292 | 32,292 | 31,648 | 32,989 | 34,299 |
| Transfers & subsidies | | 21,852 | 3,007 | 1,907 | 1,700 | 1,758 | 1,758 | 1,758 | 1,120 | 1,170 | 1,223 |
| Other expenditure | 4 | 43,342 | 33,295 | 47,566 | 34,153 | 46,987 | 46,987 | 46,987 | 45,481 | 47,362 | 49,263 |
| Losses | | | | | | | | | | | |
| Total Expenditure | | 200,142 | 176,388 | 229,634 | 203,706 | 210,254 | 210,254 | 210,254 | 231,529 | 244,605 | 257,177 |
| Surplus/(Deficit) | | (34,952) | (2,416) | (40,403) | 8,460 | 9,833 | 9,833 | 9,833 | 723 | 872 | 3,951 |
The budget allocation for employee related costs and remuneration of Councilors for the 2020/2021 financial year totals R98 591 904, which represents 40% of the total operating expenditure. Employee related costs increased by R4 061 595 million which includes 6.25% general salary increase for all staff members and 3% increase for Senior Managers.
Councilors remuneration were not increased since they did not get any increase in the 2019/2020 financial year. The cost associated with the remuneration of councilors is determined by the Minister of Co-operative Governance and Traditional Affairs in accordance with the Remuneration of Public Office Bearers Act. Currently the municipality has a Mayor, Speaker and Deputy Mayor who are full time in the office.
The provision of debt impairment was determined based on an annual collection rate of 70% and the principles as set out in the Provision of Doubtful Debt and Debt Write-off Policy. For the 2020/2021 financial year this amount equates to R5 million.
Provision for depreciation and asset impairment has been informed by the municipality’s Asset Management Policy. Budget appropriations in this regard total R42 479 115 in the 2020/2021 financial year.
1.5.1 Repairs and maintenance
Repairs and maintenance comprise of, amongst others, the purchase of materials for maintenance, and appointment of contractors to perform maintenance work. The budget appropriation for 2020/2021 against repairs and maintenance is R7 892 200 which represents 23% of the total operating expenditure. It is below the norm of 8% but due to the affordability of the municipality it will remain below the norm.
Aligned to the priority given to preserving and maintaining the municipality’s current infrastructure the 2020/2021 budget and MTREF provide for growth in the area of asset maintenance as informed by the asset renewal and repairs and maintenance requirements of the municipality. In terms of the Municipal Budget and Reporting Regulations, operational repairs and maintenance is not considered as direct expenditure driver but an outcome of certain other expenditures such as remuneration, purchase of, materials and contracted services. The following table is extracted from Table SA1 to reflect the amount provided for repairs and maintenance in context with the amount provided for PPE, depreciation and the renewal of assets.
Table 6 Operational repairs and maintenance
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Medium Term Revenue & Expenditure Framework |
|--------------------------------------------------|-----|--------------------------|--------------------------|--------------------------|-----------------|-----------------|-------------------|------------------|--------------------------------------------------|
| Repairs and Maintenance | | | | | | | | | |
| Employee related costs | 8 | | | | | | | | |
| Other materials | | 11,285 | 4,322 | 4,094 | 4,561 | 3,911 | 3,911 | 3,911 | |
| Contracted Services | | | | | | | | | |
| Other Expenditure | | | | | | | | | |
| Total Repairs and Maintenance Expenditure | 9 | 11,285 | 4,322 | 4,094 | 4,561 | 3,911 | 3,911 | 3,911 | 7,892 8,247 8,618 |
The table below provides a breakdown of repairs and maintenance in relation to asset class as summarized from SA34c
Table 7 Consolidated repairs and maintenance by asset class
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Medium Term Revenue & Expenditure Framework |
|--------------------------------------------------|-----|--------------------------|--------------------------|--------------------------|-----------------|-----------------|-------------------|------------------|--------------------------------------------------|
| Repairs and Maintenance | | | | | | | | | |
| Employee related costs | 8 | | | | | | | | |
| Other materials | | 11,285 | 4,322 | 4,094 | 4,561 | 3,911 | 3,911 | 3,911 | |
| Contracted Services | | | | | | | | | |
| Other Expenditure | | | | | | | | | |
| Total Repairs and Maintenance Expenditure | 9 | 11,285 | 4,322 | 4,094 | 4,561 | 3,911 | 3,911 | 3,911 | 7,892 8,247 8,618 |
The amount budgeted for repairs and maintenance in the 2020/2021 financial year represents 2% of the value of Property Plant and Equipment according to A6 financial position.
### 1.5.2 Free Basic Services: Basic Social Services Package
The municipality provides free basic electricity through Eskom Electricity distribution to its indigent residents after they have applied for that benefit from the municipality. Free basic electricity budget provision is R547 040 for 518 people who have been approved to benefit from this provision in 2020/2021 financial year. Indigent register is not yet complete this number might change before the final budget is adopted.
### 1.6 Capital expenditure
Capital budget will be funded as follows:
- Municipal Infrastructure Grant – Allocations as per the 2019 Division of Revenue Act to fund road infrastructure projects, Community Assets
- Integrated National Electrification Programme - Allocation as per the 2019 Division of Revenue Act to fund the implementation of Electrification projects within Umhlabiyalingana
• Cash generated from revenue – to fund movable assets and other assets
The capital program is aligned to asset renewal needs and backlog eradication goals.
Projects were subjected to project prioritization based on capital prioritization as informed by the capital investment framework.
The following table provides a breakdown of budgeted capital expenditure by vote:
Table 8 Capital budget per vote, function and classification
| Vote Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Medium Term Revenue & Expenditure Framework |
|------------------|-----|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|------------------|--------------------------------------------------|
| R thousand | | | | | | | | | |
15 | Page
### 1.7 Annual Budget Tables
The following pages in this section presents the main 10 budget tables as required in terms of Section 8 of the Municipal Budget and Reporting Regulations. These tables set out the municipality’s 2020/2021 budget and MTREF as approved by Council.
Attached to budget document as annexure B
17 | P a g e
Table A1 is a budget summary and provides a concise overview of the municipality’s budget from all of the major financial perspectives (operating, capital expenditure, financial position, cash flow and MFMA funding compliance).
The table provides an overview of the amounts approved by Council from operating performance and resources deployed to capital expenditure, financial position, cash and funding compliance and the municipality’s commitment to eliminating basic service delivery backlogs.
Financial management reforms emphasizes the importance of funding for the municipal budget. This requires the simultaneous assessment of the financial performance, financial position and cash flow budgets, along with the Capital Budget. The budget summary provides the key information in this regard:
(a) The operating surplus/deficit (after total expenditure) is positive over the MTREF
(b) Capital expenditure is balanced by capital funding sources of which:
(i) Transfers recognized are reflected on the Financial Performance Budget.
(ii) Internally generated funds are financed from current operating surplus
Table 10 MBRR Table A2 – Budget Financial Performance (revenue and expenditure by standard classification)
KZN271 Umhlabuyalingana - Table A2 Budgeted Financial Performance (revenue and expenditure by functional classification)
| Functional Classification Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|---------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------|-----------------|-------------------|---------------------|----------------------|----------------------|
| Revenue - Functional | | | | | | | | | | |
| Governance and administration | | 148,669 | 161,084 | 177,520 | 204,915 | 203,562 | 203,562 | 216,015 | 232,242 | 246,854 |
| Executive and council | | | | | | | | | | |
| Finance and administration | | 148,669 | 161,084 | 177,520 | 204,915 | 203,562 | 203,562 | 216,015 | 232,242 | 246,854 |
| Internal audit | | | | | | | | | | |
| Community and public safety | | 1,663 | 1,778 | 14,577 | 3,097 | 3,584 | 3,584 | 3,121 | 3,265 | 3,426 |
| Community and social services | | 1,663 | 1,778 | 14,551 | 3,067 | 3,554 | 3,554 | 3,089 | 3,232 | 3,391 |
| Sport and recreation | | | | 17 | | | | | | |
| Public safety | | | | 9 | 30 | 30 | 30 | 31 | 33 | 35 |
| Housing | | | | | | | | | | |
| Health | | | | | | | | | | |
| Economic and environmental services | | 51,481 | 46,309 | 33,712 | 43,416 | 48,578 | 48,578 | 47,163 | 46,770 | 49,253 |
| Planning and development | | 46,064 | 40,764 | 6,663 | 3,748 | 6,511 | 6,511 | 4,823 | 2,498 | 2,961 |
| Road transport | | 5,417 | 5,545 | 27,050 | 39,668 | 42,067 | 42,067 | 42,340 | 44,272 | 46,292 |
| Environmental protection | | | | | | | | | | |
| Trading services | | 202 | 283 | 583 | 655 | 624 | 624 | 655 | 686 | 719 |
| Energy sources | | | | | | | | | | |
| Water management | | | | | | | | | | |
| Waste water management | | | | | | | | | | |
| Waste management | | 202 | 283 | 583 | 655 | 624 | 624 | 655 | 686 | 719 |
| Other | | | | | | | | | | |
| Total Revenue - Functional | | 202,015 | 209,454 | 226,393 | 252,084 | 256,348 | 256,348 | 266,954 | 282,963 | 300,252 |
| Expenditure - Functional | | | | | | | | | | |
| Governance and administration | | 116,554 | 105,948 | 117,602 | 118,634 | 131,562 | 131,562 | 135,427 | 146,022 | 154,608 |
| Executive and council | | 69,338 | 35,009 | 38,493 | 33,804 | 37,620 | 37,620 | 35,237 | 32,380 | 33,838 |
| Finance and administration | | 43,375 | 69,958 | 76,544 | 83,382 | 91,893 | 91,893 | 98,590 | 111,970 | 119,023 |
| Internal audit | | 3,841 | 981 | 2,565 | 1,450 | 2,050 | 2,050 | 1,600 | 1,672 | 1,747 |
| Community and public safety | | 41,672 | 33,522 | 43,548 | 35,931 | 42,723 | 42,723 | 48,161 | 50,329 | 52,593 |
| Community and social services | | 41,672 | 33,522 | 42,441 | 35,931 | 40,817 | 40,817 | 48,161 | 50,329 | 52,593 |
| Sport and recreation | | | | | | 54 | 54 | – | – | – |
| Public safety | | | | 1,107 | | 1,852 | 1,852 | – | – | – |
| Housing | | | | | | – | – | – | – | – |
| Health | | | | | | – | – | – | – | – |
| Economic and environmental services | | 41,227 | 36,153 | (2,900) | 46,831 | 76,569 | 76,569 | 81,469 | 84,630 | 90,978 |
| Planning and development | | 32,970 | 24,701 | (14,935) | 29,674 | 30,249 | 30,249 | 37,253 | 38,424 | 42,693 |
| Road transport | | 8,287 | 11,452 | 12,035 | 17,161 | 46,320 | 46,320 | 44,216 | 46,200 | 48,285 |
| Environmental protection | | | | | | – | – | – | – | – |
| Trading services | | 802 | 765 | 3,276 | 2,300 | 4,664 | 4,664 | 1,897 | 1,982 | 2,072 |
| Energy sources | | | | | | 547 | 547 | 547 | 572 | 597 |
| Water management | | | | | | – | – | – | – | – |
| Waste water management | | | | | | – | – | – | – | – |
| Waste management | | 802 | 765 | 2,946 | 2,300 | 4,117 | 4,117 | 1,350 | 1,411 | 1,474 |
| Other | | | | | | – | – | – | – | – |
| Total Expenditure - Functional | | 200,205 | 176,388 | 161,525 | 203,707 | 235,518 | 235,518 | 266,954 | 282,963 | 300,252 |
| Surplus/(Deficit) for the year | | 1,738 | 33,065 | 64,867 | 48,376 | 830 | 830 | 0 | (0) | (0) |
- Table A2 is an overview of the budgeted financial performance in relation to revenue and expenditure per standard classification.
- Total revenue in this table includes capital revenues (transfers recognized – capital) and so does not balance with the operating revenue shown on Table A4.
Table 11 MBRR Table A3 Consolidated – Budgeted Financial Performance (revenue and expenditure by municipal vote)
| Vote Description | Ref | 2016/17 | 2017/18 | 2018/19 | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|-----------------------------------|-----|---------|---------|---------|-----------------------|--------------------------------------------------|
| | | Audited Outcome | Audited Outcome | Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
| **Revenue by Vote** | | | | | | | | | | |
| Vote 1 - Finance & Admin | 1 | – | – | – | – | – | – | – | – | – |
| Vote 2 - Executive & Council | | 148,574 | 160,983 | 177,374 | 171,902 | 203,491 | 215,941 | 232,164 | 246,772 | |
| Vote 3 - Community and Social Services | | 95 | 101 | 146 | 20 | 71 | 74 | 78 | 82 | |
| Vote 4 - Internal Audit | | 1,663 | 1,778 | 14,551 | 3,662 | 3,584 | 3,121 | 3,265 | 3,426 | |
| Vote 5 - Water Management | | 46,064 | 40,764 | 28,502 | 56,911 | 44,353 | 38,323 | 37,500 | 39,544 | |
| Vote 6 - [NAME OF VOTE 6] | | 202 | 283 | 583 | 67 | 624 | 655 | 686 | 719 | |
| Vote 7 - Waste Management | | 5,417 | 5,545 | – | 4,654 | 4,225 | 4,225 | 8,840 | 9,264 | 9,709 |
| Vote 8 - Energy Sources | | – | – | – | – | – | – | – | – | – |
| Vote 9 - Planning and Development | | – | – | – | – | – | – | – | – | – |
| Vote 10 - Sports and Recreation | | – | – | – | – | – | – | – | – | – |
| Vote 11 - Road Transport | | – | – | – | – | – | – | – | – | – |
| Vote 12 - Health | | – | – | – | – | – | – | – | – | – |
| Vote 13 - Housing | | – | – | – | – | – | – | – | – | – |
| Vote 14 - Public Safety | | – | – | – | – | – | – | – | – | – |
| Vote 15 - Finance and Admin-2 | | – | – | – | – | – | – | – | – | – |
| **Total Revenue by Vote** | | 202,015 | 209,454 | 221,156 | 237,824 | 256,348 | 256,348 | 266,954 | 282,965 | 300,252 |
| **Expenditure by Vote to be appropriated** | | | | | | | | | | |
| Vote 1 - Finance & Admin | 1 | 73,178 | 35,990 | 41,046 | 33,306 | 38,670 | 39,670 | 36,837 | 35,585 | |
| Vote 2 - Executive & Council | | 25,867 | 44,480 | 44,761 | 55,409 | 68,355 | 71,539 | 83,697 | 89,473 | |
| Vote 3 - Community and Social Services | | 17,509 | 25,478 | 48,705 | 19,392 | 23,537 | 27,051 | 28,273 | 29,551 | |
| Vote 4 - Internal Audit | | 41,672 | 33,522 | 41,007 | 31,225 | 40,817 | 48,161 | 50,329 | 52,593 | |
| Vote 5 - Water Management | | 32,970 | 24,701 | 39,257 | 31,064 | 66,790 | 66,790 | 71,300 | 74,004 | 79,874 |
| Vote 6 - [NAME OF VOTE 6] | | 802 | 765 | 2,946 | 1,100 | 4,117 | 4,117 | 1,350 | 1,411 | 1,474 |
| Vote 7 - Waste Management | | 8,267 | 11,452 | – | 13,001 | 12,232 | 12,232 | 10,716 | 11,198 | 11,702 |
| Vote 8 - Energy Sources | | – | – | – | – | – | – | – | – | – |
| Vote 9 - Planning and Dev | | – | – | – | – | – | – | – | – | – |
| Vote 10 - Sports and Rec | | – | – | – | – | – | – | – | – | – |
| Vote 11 - Road Transp | | – | – | – | – | – | – | – | – | – |
| Vote 12 - Health | | – | – | – | – | – | – | – | – | – |
| Vote 13 - Housing | | – | – | – | – | – | – | – | – | – |
| Vote 14 - Public Safety | | – | – | – | – | – | – | – | – | – |
| Vote 15 - Finance and Admin-2 | | – | – | – | – | – | – | – | – | – |
| **Total Expenditure by Votes** | | 200,282 | 176,388 | 317,721 | 184,497 | 253,518 | 253,518 | 265,054 | 282,065 | 300,252 |
| Surplus/(Deficit) for the year | | 1,730 | 33,065 | 3,435 | 53,321 | 830 | 830 | 0 | (0) | (0) |
Table A3 is a view of the budgeted financial performance in relation to the revenue and expenditure per municipal vote. This table facilitates the view of the budgeted operating performance in relation to the organizational structure of the municipality.
### Table 12 MBRR Table A4 – Budgeted Financial Performance (revenue and expenditure)
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Budget Year | +1 2021/22 | +2 2022/23 |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------|----------------|-------------------|------------------|---------------------|------------|------------|
| **Revenue By Source** | | | | | | | | | | | |
| Property rates | 2 | 19,118 | 19,830 | 20,367 | 26,978 | 25,474 | 25,474 | 25,474 | 28,474 | 27,745 | 29,077 |
| Service charges - electricity revenue | 2 | (0) | (0) | (0) | (0) | (0) | (0) | (0) | (0) | (0) | (0) |
| Service charges - water revenue | 2 | – | – | – | – | – | – | – | – | – | – |
| Service charges - sanitation revenue | 2 | – | – | – | – | – | – | – | – | – | – |
| Service charges - refuse revenue | 2 | 202 | 283 | 583 | 655 | 624 | 624 | 624 | 665 | 688 | 719 |
| Rental of facilities and equipment | | 254 | 303 | 368 | 413 | 376 | 376 | 376 | 394 | 413 | 433 |
| Interest earned - external investments | 5,121 | 3,273 | 4,802 | 1,290 | 6,843 | 6,843 | 6,843 | 6,843 | 965 | 1,001 | 1,049 |
| Interest earned - outstanding debtors | 896 | 1,268 | 610 | 721 | 923 | 923 | 923 | 923 | 968 | 1,014 | 1,063 |
| Dividends received | | 1,710 | 1,608 | 1,578 | 1,168 | 3,073 | 3,073 | 3,073 | 3,220 | 3,375 | 3,537 |
| Fines, penalties and forfeits | 3,707 | 3,882 | 3,569 | 3,592 | 5,332 | 5,332 | 5,332 | 5,332 | 5,593 | 5,862 | 6,143 |
| Licences and permits | | 133,777 | 142,522 | 154,883 | 174,495 | 176,387 | 176,387 | 176,387 | 187,282 | 198,349 | 211,338 |
| Agency services | | 406 | 543 | 630 | 2,853 | 1,055 | 1,055 | 1,055 | 6,710 | 7,032 | 7,369 |
| Transfers and subsidies | | 452 | 1,841 | | | | | | | | |
| **Total Revenue (excluding capital transfers and contributions)** | | 165,188 | 173,973 | 189,231 | 212,166 | 220,088 | 220,088 | 220,088 | 232,232 | 245,471 | 260,728 |
| **Expenditure By Type** | | | | | | | | | | | |
| Employee related costs | 2 | 46,864 | 58,302 | 66,635 | 89,314 | 81,075 | 81,075 | 81,075 | 85,196 | 88,967 | 92,971 |
| Remuneration of councillors | 2 | 10,386 | 12,161 | 12,472 | 13,456 | 13,456 | 13,456 | 13,456 | 14,061 | 14,604 | 14,804 |
| Debt impairment | 3 | 3,152 | 8,016 | 35,733 | 11,400 | 5,862 | 5,862 | 5,862 | 5,000 | 5,225 | 5,460 |
| Depreciation & asset impairment | 2 | 21,177 | 24,474 | 22,750 | 25,627 | 25,627 | 25,627 | 25,627 | 47,479 | 53,887 | 58,097 |
| Finance charges | 878 | 955 | 3 | 105 | 105 | 105 | 105 | 105 | 106 | 111 | 116 |
| Bulk purchases | 2 | – | – | – | – | – | – | – | – | – | – |
| Other materials | 8 | 2,603 | 2,246 | 2,084 | 1,768 | 2,118 | 2,118 | 2,118 | 2,208 | 2,304 | 2,304 |
| Contracted services | 49,887 | 33,934 | 40,483 | 26,183 | 33,268 | 33,268 | 33,268 | 33,268 | 31,640 | 31,682 | 33,049 |
| Transfers and subsidies | 21,852 | 3,007 | 1,907 | 1,700 | 1,758 | 1,758 | 1,758 | 1,758 | 1,120 | 1,170 | 1,223 |
| Other expenditure | 4,342 | 33,295 | 47,566 | 34,153 | 46,087 | 46,087 | 46,087 | 46,087 | 47,392 | 49,263 | |
| **Total Expenditure** | | 200,142 | 176,388 | 229,634 | 203,706 | 210,254 | 210,254 | 210,254 | 231,529 | 244,605 | 257,177 |
| **Surplus/(Deficit)** | | (34,952) | (2,410) | (40,403) | (8,640) | 9,833 | 9,833 | 9,833 | 723 | 872 | 3,551 |
| Transfers and subsidies - capital (monetary allocations) (National / Provincial and District) | | 36,825 | 35,481 | 40,844 | 39,918 | 35,539 | 35,539 | 35,539 | 34,702 | 37,498 | 39,523 |
| Transfers and subsidies - capital (monetary allocations) (National / Provincial Departmental Agencies, Households, Non-profit Institutions, Private Enterprises, Public Corporations, Higher Educational Institutions) | | – | – | – | – | – | – | – | – | – | – |
| Transfers and subsidies - capital (in-kind - all) | | 1,873 | 33,065 | 441 | 48,378 | 45,373 | 45,373 | 45,373 | 35,425 | 38,358 | 43,074 |
| Surplus/(Deficit) after capital transfers & contributions | | 1,873 | 33,065 | 441 | 48,378 | 45,373 | 45,373 | 45,373 | 35,425 | 38,358 | 43,074 |
| Taxation | | – | – | – | – | – | – | – | – | – | – |
| Surplus/(Deficit) after taxation | | 1,873 | 33,065 | 441 | 48,378 | 45,373 | 45,373 | 45,373 | 35,425 | 38,358 | 43,074 |
| Attributable to minorities | | 1,873 | 33,065 | 441 | 48,378 | 45,373 | 45,373 | 45,373 | 35,425 | 38,358 | 43,074 |
| Surplus/(Deficit) attributable to municipality | | 1,873 | 33,065 | 441 | 48,378 | 45,373 | 45,373 | 45,373 | 35,425 | 38,358 | 43,074 |
| Share of surplus / deficit of associate | | – | – | – | – | – | – | – | – | – | – |
| **Surplus/(Deficit) for the year** | | 1,873 | 33,065 | 441 | 48,378 | 45,373 | 45,373 | 45,373 | 35,425 | 38,358 | 43,074 |
- Revenue generated from property rates and service charges contributes 10% of the total revenue basket. In 2020/2021 revenue from property rates and service charges totaled R26 474 312 in the income budget. It is not increasing because there is no increase in the tariffs.
- Interest from short term deposits/investments in 2020/2021 is totaled R955 102. This projection is based on that excess funds will be invested to short term deposits accounts of the municipality with the intention of generating more revenue on interest received from investments when they become available.
- Other revenue in 2020/2021 will be 6 709 847. This revenue includes revenue to be generated from interest from current accounts, sale of tender documents, income from photocopies and faxes.
from the library services, income generated from the issue of rates clearance certificates, and income received from commissions or handling fees.
- Employee related costs in 2020/2021 will be R85 136 149 excluding councilors allowances. It has increased as a result of applying annual increase of 6.25% and there are no proposed vacancies in this financial year.
- Councilors allowances did not increase in 2020/2021 when compared to 2019/2020 financial year. remuneration of councilors is gazetted and we have not received the new gazette as they did not get any increase in 2019/2020 financial year.
- Debt impairment decreased to R5 000 000 when compared with the 2019/2020 adjustment figures.
- Depreciation and asset impairment is estimated to be R42 479 115 in the 2020/2021 financial year.
- Contracted services decreased to R31 640 200 in 2021/2020 when compared to the 2019/2020 adjustment budget. The decrease is a result of implementation of the Mscoa which re-classify each expenditure accordingly as well as
- Other materials decreased to R2 110 00 when compared to 2019/2020 adjustment budget.
- Transfers and subsidies expenditure decreased to R1 120 000 when compared to 2019/2020 adjustment budget.
- Other expenditure decreased to R45 481 436 when compared to 2019/2020 adjustment budget.
| Vote Description | Ref | 2016/17 | 2017/18 | 2018/19 | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|---------------------------------------------------------------------------------|-----|---------|---------|---------|-----------------------|---------------------------------------------------|
| | | Audited Outcome | Audited Outcome | Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
| **Capital expenditure - Vote** | | | | | | | | | | | |
| **Multi-year expenditure, to be appropriated** | | | | | | | | | | | |
| Vote 1 - Finance & Admin | | | | | | | | | | | |
| Vote 2 - Executive & Council | | | | | | | | | | | |
| Vote 3 - Community and Social Services | | | | | | | | | | | |
| Vote 4 - Internal Audit | | | | | | | | | | | |
| Vote 5 - Water Management | | | | | | | | | | | |
| Vote 6 - [NAME OF VOTE 6] | | | | | | | | | | | |
| Vote 7 - Waste Management | | | | | | | | | | | |
| Vote 8 - Energy Sources | | | | | | | | | | | |
| Vote 9 - Planning and Development | | | | | | | | | | | |
| Vote 10 - Sports and Recreation | | | | | | | | | | | |
| Vote 11 - Road Transport | | | | | | | | | | | |
| Vote 12 - Health | | | | | | | | | | | |
| Vote 13 - Housing | | | | | | | | | | | |
| Vote 14 - Public Safety | | | | | | | | | | | |
| Vote 15 - Finance and Admin 2 | | | | | | | | | | | |
| **Capital multi-year expenditure sub-total** | | | | | | | | | | | |
| **Single-year expenditure to be appropriated** | | | | | | | | | | | |
| Vote 1 - Finance & Admin | | | | | | | | | | | |
| Vote 2 - Executive & Council | | 146 | 1,001 | 157,801 | 1,360 | 1,880 | 1,880 | 1,880 | 400 | 418 | 437 |
| Vote 3 - Community and Social Services | | | | 473 | | | | | | | |
| Vote 4 - Internal Audit | | 4,922 | 13,962 | 47,007 | 12,000 | 1,269 | 1,269 | 1,269 | – | – | – |
| Vote 5 - Water Management | | 48,295 | 24,454 | 97,214 | 53,418 | 41,094 | 41,094 | 41,094 | 33,500 | 35,008 | 36,583 |
| Vote 6 - [NAME OF VOTE 6] | | | | 9,429 | 600 | 200 | 200 | 200 | – | 209 | 218 |
| Vote 7 - Waste Management | | | | | | | | | | | |
| Vote 8 - Energy Sources | | | | 869 | | | | | | | |
| Vote 9 - Planning and Development | | | | | | | | | | | |
| Vote 10 - Sports and Recreation | | | | | | | | | | | |
| Vote 11 - Road Transport | | | | | | | | | | | |
| Vote 12 - Health | | | | | | | | | | | |
| Vote 13 - Housing | | | | | | | | | | | |
| Vote 14 - Public Safety | | | | | | | | | | | |
| Vote 15 - Finance and Admin 2 | | | | 4,791 | | | | | | | |
| **Capital single-year expenditure sub-total** | | 53,363 | 39,418 | 317,584 | 67,378 | 44,543 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| **Total Capital Expenditure - Vote** | | 53,363 | 39,418 | 317,584 | 67,378 | 44,543 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| **Capital Expenditure - Functional** | | | | | | | | | | | |
| **Governance and administration** | | 146 | 1,001 | 163,065 | 1,360 | 9,180 | 9,180 | 9,180 | 1,525 | 1,594 | 1,666 |
| Executive and council | | | | | | | | | | | |
| Finance and administration | | 146 | 1,001 | 163,065 | 1,360 | 9,180 | 9,180 | 9,180 | 1,525 | 1,594 | 1,666 |
| Internal audit | | | | | | | | | | | |
| **Community and public safety** | | 4,922 | 13,962 | 90,006 | 12,000 | 1,323 | 1,323 | 1,323 | 200 | 209 | 218 |
| Community and social services | | 4,922 | 13,962 | 47,007 | 12,000 | 1,269 | 1,269 | 1,269 | – | – | – |
| Sport and recreation | | | | 41,727 | | 54 | 54 | 54 | – | – | – |
| Public safety | | | | 404 | | – | – | – | – | – | – |
| Housing | | | | | | – | – | – | 200 | 209 | 218 |
| Health | | | | 869 | | – | – | – | – | – | – |
| **Economic and environmental services** | | 48,295 | 24,454 | 55,487 | 29,418 | 33,840 | 33,840 | 33,840 | 33,700 | 35,217 | 36,801 |
| Planning and development | | 4,204 | 3,751 | 33,759 | 7,500 | – | – | – | 200 | 209 | 218 |
| Road transport | | 44,091 | 20,704 | 21,728 | 21,918 | 33,840 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Environmental protection | | | | | | – | – | – | – | – | – |
| **Trading services** | | – | – | 9,429 | 24,600 | 200 | 200 | 200 | – | – | – |
| Energy sources | | | | 0 | 24,000 | – | – | – | – | – | – |
| Water management | | | | | | – | – | – | – | – | – |
| Waste water management | | | | | | – | – | – | – | – | – |
| Waste management | | | | 9,429 | 600 | 200 | 200 | 200 | – | – | – |
| **Other** | | | | 21,080 | | – | – | – | – | – | – |
| **Total Capital Expenditure - Functional** | | 53,363 | 39,418 | 339,068 | 67,378 | 44,543 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| **Funded by:** | | | | | | | | | | | |
| National Government | | 36,825 | 35,481 | 58,289 | 52,918 | 34,117 | 34,117 | 34,117 | 33,500 | 35,008 | 36,583 |
| Provincial Government | | | | 7,779 | 5,000 | 592 | 592 | 592 | – | – | – |
| District Municipality | | | | | | – | – | – | – | – | – |
| **Transfers and subsidies - capital (monetary allocations) (National / Provincial)** | | | | | | | | | | | |
| Departmental Agencies, Households, Non-profit Institutions, Private Enterprises, Public Corporations, Higher Educational Institutions | | | | | | | | | | | |
| **Transfers recognised - capital** | | 36,825 | 35,481 | 66,068 | 57,918 | 34,709 | 34,709 | 34,709 | 33,500 | 35,008 | 36,583 |
| **Borrowing** | | | | | | | | | | | |
| **Internally generated funds** | | 16,528 | 3,037 | 116,650 | 9,460 | 9,824 | 9,824 | 9,824 | 1,026 | 2,012 | 3,102 |
| **Total Capital Funding** | | 53,363 | 39,418 | 182,758 | 67,378 | 44,543 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
Table A5 is a breakdown of the capital programme in relation to capital expenditure by municipal vote, standard classification and funding source including capital transfers from national departments.
Capital expenditure has been appropriated at R35 425 152 and it has decreased when compared to 2019/2020 adjustment budget. The reason for the decrease is because of the reduction of MIG funding because almost 90% of our capital expenditure is funded by grants.
### Table 14 MBRR Table A6 – Budgeted Financial Position
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------|-----------------|-------------------|-------------------|---------------------|------------------------|------------------------|
| ASSETS | | | | | | | | | | | |
| Current assets | | | | | | | | | | | |
| Cash | | 761 | 22,476 | 36,592 | 55,725 | 41,888 | 41,888 | 41,888 | 71,467 | 114,045 | 160,270 |
| Call investment deposits | | 17,500 | 12,278 | 13,069 | 12,982 | 13,970 | 13,970 | 13,970 | 14,470 | 15,471 | 16,520 |
| Consumer debtors | 1 | 12,387 | 11,799 | 600 | 33,005 | 115,513 | 115,513 | 115,513 | 33,005 | 34,787 | 36,666 |
| Other debtors | | 2,138 | 1,278 | 26,288 | 460 | – | – | – | 460 | 484 | 511 |
| Current portion of long-term receivables | | | | | | | | | | | |
| Inventory | 2 | | | 189 | 1,005 | 115 | 115 | 115 | 1,085 | 1,123 | 1,193 |
| **Total current assets** | | 32,783 | 47,832 | 76,729 | 103,236 | 171,486 | 171,486 | 171,486 | 120,467 | 165,910 | 215,149 |
| Non current assets | | | | | | | | | | | |
| Long-term receivables | | | | | | | | | | | |
| Investments | | | | | | | | | | | |
| Investment property | | | | | | | | | | | |
| Investment in Associates | | | | | | | | | | | |
| Property, plant and equipment | 3 | 274,298 | 288,550 | 300,761 | 327,623 | 320,832 | 320,832 | 320,832 | 327,623 | 343,423 | 355,123 |
| Biological | | 1,091 | 1,079 | 828 | | 960 | 960 | 960 | | | |
| Intangible | | | | | | | | | | | |
| Other non-current assets | | | | | | | | | | | |
| **Total non current assets** | | 275,389 | 289,628 | 301,586 | 327,623 | 321,792 | 321,792 | 321,792 | 327,623 | 343,423 | 355,123 |
| **TOTAL ASSETS** | | 308,171 | 337,460 | 378,315 | 430,860 | 493,279 | 493,279 | 493,279 | 448,090 | 509,334 | 570,273 |
| LIABILITIES | | | | | | | | | | | |
| Current liabilities | | | | | | | | | | | |
| Bank overdraft | | | | | | | | | | | |
| Borrowing | 4 | – | – | – | – | – | – | – | – | – | – |
| Consumer deposits | 4 | 25,365 | 20,482 | 34,139 | 71,168 | 6,647 | 6,647 | 6,647 | 73,043 | 68,375 | 69,946 |
| Trade and other payables | 4 | | | | | 5,506 | 5,506 | 5,506 | | | |
| Provisions | | | | | | | | | | | |
| **Total current liabilities** | | 25,365 | 20,482 | 34,139 | 71,168 | 12,153 | 12,153 | 12,153 | 73,043 | 68,375 | 69,946 |
| Non current liabilities | | | | | | | | | | | |
| Borrowing | | – | – | – | – | – | – | – | – | – | – |
| Provisions | 4 | 12,935 | 14,042 | 11,654 | 5,040 | 25,168 | 25,168 | 25,168 | 5,040 | 5,226 | 6,460 |
| **Total non current liabilities** | | 12,935 | 14,042 | 11,654 | 5,040 | 25,168 | 25,168 | 25,168 | 5,040 | 5,226 | 6,460 |
| **TOTAL LIABILITIES** | | 38,300 | 34,524 | 45,823 | 76,208 | 37,321 | 37,321 | 37,321 | 78,083 | 73,601 | 76,407 |
| NET ASSETS | 5 | 269,871 | 302,936 | 332,513 | 354,652 | 455,958 | 455,958 | 455,958 | 370,047 | 435,733 | 494,866 |
| COMMUNITY WEALTH/EQUITY | | | | | | | | | | | |
| Accumulated Surplus/(Deficit) | | 269,871 | 302,936 | 332,513 | 354,652 | 455,958 | 455,958 | 455,958 | 354,305 | 390,017 | 433,880 |
| Reserves | 4 | | | | | | | | | | |
| **TOTAL COMMUNITY WEALTH/EQUITY** | 5 | 269,871 | 302,936 | 332,513 | 354,652 | 455,958 | 455,958 | 455,958 | 354,305 | 390,017 | 433,880 |
- Table A6 is consistent with international standards of good financial management practice, and improves councilors and managements understanding of the impact of the budget on the statement of financial position.
- This format of financial position is aligned to GRAP 1.
- This table is supported by table SA3 which provides detailed analysis of the major components of a number of items, including:
- Call investments deposits
- Consumer debtors
- Property plant and equipment
- Trade and other payables
- Provisions non-current
- Changes in net assets; and
- Reserves
Table 15 MBRR Table A7 – Budgeted Cash Flow Statement
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------|----------------|-------------------|-------------------|---------------------|----------------------|----------------------|
| **CASH FLOW FROM OPERATING ACTIVITIES** | | | | | | | | | | | |
| Receipts | | | | | | | | | | | |
| Property rates | | 11,912 | 14,979 | 23,647 | 17,605 | 18,657 | 18,657 | 18,657 | 18,532 | 19,422 | 20,354 |
| Service charges | | 234 | 229 | 583 | 275 | 312 | 312 | 312 | 327 | 343 | 360 |
| Other revenue | | 9,743 | 13,463 | 34,580 | 7,402 | 7,048 | 7,048 | 7,048 | 9,003 | 8,436 | 8,898 |
| Transfers and Subsidies - Operational | 1 | 133,777 | 142,658 | 155,006 | 174,495 | 174,495 | 174,495 | 174,495 | 187,282 | 198,349 | 211,338 |
| Transfers and Subsidies - Capital | 1 | 36,825 | 35,481 | 40,844 | 58,918 | 53,918 | 53,918 | 53,918 | 50,702 | 54,486 | 54,523 |
| Interest | | 5,121 | 807 | – | 2,011 | 6,843 | 6,843 | 6,843 | – | 955 | 1,001 | 1,049 |
| Dividends | | – | – | – | – | – | – | – | – | – | – | – |
| Payments | | (166,754) | (151,481) | (199,378) | (164,874) | (181,597) | (181,597) | (181,597) | (177,865) | (184,436) | (192,741) |
| Suppliers and employees | | – | – | – | – | – | – | – | – | – | – | – |
| Finance charges | | (6) | (8) | (3) | (105) | (105) | (105) | (105) | (108) | (111) | (116) |
| Transfers and Grants | 1 | – | (1,466) | – | (1,700) | (1,758) | (1,758) | (1,758) | (1,520) | (1,170) | (1,223) |
| **NET CASH FROM/(USED) OPERATING ACTIVITIES** | | 30,388 | 54,662 | 55,279 | 94,228 | 77,813 | 77,813 | 77,813 | 87,710 | 97,318 | 103,431 |
| **CASH FLOWS FROM INVESTING ACTIVITIES** | | | | | | | | | | | |
| Receipts | | | | | | | | | | | |
| Proceeds on disposal of PPE | | 234 | 268 | 448 | – | – | – | – | – | – | – | – |
| Decrease (increase) in non-current receivables | | – | – | – | – | – | – | – | – | – | – | – |
| Decrease (increase) in non-current investments | | – | – | – | – | – | – | – | – | – | – | – |
| Payments | | (74,549) | (38,563) | (40,704) | (67,378) | (68,543) | (68,543) | (68,543) | (51,425) | (53,739) | (56,158) |
| Capital assets | | – | – | – | – | – | – | – | – | – | – | – |
| **NET CASH FROM/(USED) INVESTING ACTIVITIES** | | (74,316) | (38,294) | (40,256) | (67,378) | (68,543) | (68,543) | (68,543) | (51,425) | (53,739) | (56,158) |
| **CASH FLOWS FROM FINANCING ACTIVITIES** | | | | | | | | | | | |
| Receipts | | | | | | | | | | | |
| Short term loans | | – | – | – | – | – | – | – | – | – | – | – |
| Borrowing long term/refinancing | | – | – | – | – | – | – | – | – | – | – | – |
| Increase (decrease) in consumer deposits | | – | – | – | – | – | – | – | – | – | – | – |
| Payments | | | | | | | | | | | |
| Repayment of borrowing | | – | – | – | – | – | – | – | – | – | – | – |
| **NET CASH FROM/(USED) FINANCING ACTIVITIES** | | – | – | – | – | – | – | – | – | – | – | – |
| **NET INCREASE/(DECREASE) IN CASH HELD** | | | | | | | | | | | |
| Cash/cash equivalents at the year begin: | 2 | (43,928) | 16,368 | 15,024 | 26,850 | 9,270 | 9,270 | 9,270 | 36,285 | 43,579 | 47,274 |
| Cash/cash equivalents at the year end: | 2 | 62,189 | 18,261 | 34,628 | 49,652 | 49,652 | 49,652 | 49,652 | 49,652 | 85,937 | 129,516 | 176,790 |
- The budgeted cash flow statement is the first measurement in determining if the budget is funded.
- It shows the expected level of cash inflow versus cash outflow that is likely to result from the implementation of the budget.
- The collection rate that has been applied in this cash flow is 70% on all billed revenue and 100% on other revenue sources as it is assumed that it is cash based.
- Payment of suppliers and employee costs is assumed to be 100% which includes the payment of capital projects as well as repayment of borrowings (Finance leases) as well as other cash flow payments which will include the payment of retention fees and other payments as per table SA30.
- It can be seen that the municipality's cash levels are increasing steadily.
- Cash and cash equivalents are expected to improve steadily.
Table 16 MBRR Table A8 – Cash-backed Reserves/Accumulated Surplus Reconciliation
| Description | Ref | 2016/17 | 2017/18 | 2018/19 | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|------------------------------------------------------------------------------|-----|---------|---------|---------|-----------------------|---------------------------------------------------|
| | | Audited Outcome | Audited Outcome | Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
| **Cash and investments available** | | | | | | |
| Cash/cash equivalents at the year end | 1 | 18,261 | 34,628 | 49,652 | 78,323 | 58,922 | 58,922 | 58,922 | 85,937 | 129,516 | 176,790 |
| Other current investments > 90 days | | – | 126 | 0 | (9,616) | (3,064) | (3,064) | (3,064) | 0 | (0) | (0) |
| Non current assets – Investments | | | | | | | | | | | |
| **Cash and investments available** | | 18,261 | 34,755 | 49,652 | 68,706 | 55,858 | 55,858 | 55,858 | 85,937 | 129,516 | 176,790 |
| **Application of cash and investments** | | | | | | |
| Unspent conditional transfers | | 6,080 | 3,326 | – | – | 1,876 | 1,876 | 1,876 | 1,876 | 1,876 | 1,876 |
| Unspent borrowing | | – | – | – | – | – | – | – | – | – | – |
| Statutory requirements | 2 | | | | | | | | | | |
| Other working capital requirements | 3 | 7,452 | (1,071) | (22,939)| 47,728 | (76,766) | (76,766) | (76,766) | 49,984 | 44,172 | 44,537 |
| Other applications | | | | | | | | | | | |
| Long term investments committed | 4 | – | – | – | – | – | – | – | – | – | – |
| Reserves to be backed by cash/investments | 5 | | | | | | | | | | |
| **Total Application of cash and investments** | | 13,532 | 2,255 | (22,939)| 47,728 | (74,890) | (74,890) | (74,890) | 91,859 | 46,447 | 46,412 |
| **Surplus/(shortfall)** | | 4,728 | 32,500 | 72,591 | 20,879 | 130,748 | 130,748 | 130,748 | 54,078 | 83,469 | 130,377 |
- Cash-backed reserves/accumulated surplus reconciliation is aligned to the requirements of MFMA Circular 42-Funding a Municipal Budget.
- The table evaluates the funding levels of the budget by firstly forecasting the cash and investments at year end and secondly reconciling the available funding to the liabilities that exist.
- The outcome of this exercise would either be a surplus or deficit. A deficit would indicate that the applications exceed the cash and investments available and would be indicative of non-compliance with the MFMA requirements that the municipality’s budget must be “funded”
- The end objective of the MTREF is to ensure that the budget is funded and aligned to Section 18 of the MFMA
- From the table it can be seen that the cash surplus is increasing over the years.
## Table 17 MBRR Table A9 – Asset Management
### KZN271 Umhlabuyalingana - Table A9 Asset Management
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Budget Year 2020/21 | +1 2021/22 | +2 2022/23 |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|---------------------|------------|------------|
| **CAPITAL EXPENDITURE** | | | | | | | | | | |
| **Total New Assets** | 1 | 53,363 | 39,418 | 40,562 | 67,378 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| Roads Infrastructure | | 44,091 | 20,704 | 18,096 | 21,918 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Storm water Infrastructure | | – | – | 4,550 | – | – | – | – | – | – |
| Electrical Infrastructure | | – | – | – | 24,000 | – | – | – | – | – |
| Water Supply Infrastructure | | – | – | – | – | – | – | – | – | – |
| Sanitation Infrastructure | | – | – | – | – | – | – | – | – | – |
| Solid Waste Infrastructure | | – | – | 1,391 | – | – | – | – | – | – |
| Rail Infrastructure | | – | – | – | – | – | – | – | – | – |
| Coastal Infrastructure | | – | – | – | – | – | – | – | – | – |
| Information and Communication Infrastructure | | – | – | – | – | – | – | – | – | – |
| **Infrastructure** | | 44,091 | 20,704 | 24,036 | 45,978 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Community Facilities | | 4,922 | 13,962 | 12,134 | 12,000 | 1,269 | 1,269 | – | – | – |
| Sport and Recreation Facilities | | – | – | 2,799 | – | 54 | 54 | – | – | – |
| **Community Assets** | | 4,922 | 13,962 | 14,932 | 12,000 | 1,323 | 1,323 | – | – | – |
| Heritage Assets | | – | – | – | – | – | – | – | – | – |
| Revenue Generating | | – | – | – | – | – | – | – | – | – |
| Non-revenue Generating | | – | – | – | – | – | – | – | – | – |
| **Investment properties** | | – | – | – | – | 350 | 350 | – | – | – |
| Operational Buildings | | – | – | – | – | 350 | 350 | – | – | – |
| Housing | | – | – | – | – | – | – | – | – | – |
| **Other Assets** | | – | – | – | – | 500 | 500 | 1,323 | 1,385 | 1,447 |
| Biological or Cultivated Assets | | – | – | – | – | – | – | – | – | – |
| Servitudes | | – | – | – | – | 500 | 500 | 1,323 | 1,385 | 1,447 |
| Licences and Rights | | – | – | – | – | 500 | 500 | 1,323 | 1,385 | 1,447 |
| **Intangible Assets** | | – | – | – | – | 500 | 500 | 1,323 | 1,385 | 1,447 |
| Computer Equipment | | 146 | 1,001 | 151 | 400 | 470 | 470 | 200 | 209 | 218 |
| Furniture and Office Equipment | | – | – | 1 | 1,260 | 490 | 490 | – | – | – |
| Machinery and Equipment | | – | – | 543 | 600 | 370 | 370 | 400 | 418 | 437 |
| Transport Assets | | 4,204 | 3,751 | 898 | 7,200 | 7,200 | 7,200 | – | – | – |
| **Total Capital Expenditure** | 4 | 53,363 | 39,418 | 40,562 | 67,378 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| Roads Infrastructure | | 44,091 | 20,704 | 18,096 | 21,918 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Storm water Infrastructure | | – | – | 4,550 | – | – | – | – | – | – |
| Electrical Infrastructure | | – | – | – | 24,000 | – | – | – | – | – |
| Water Supply Infrastructure | | – | – | – | – | – | – | – | – | – |
| Sanitation Infrastructure | | – | – | – | – | – | – | – | – | – |
| Solid Waste Infrastructure | | – | – | 1,391 | – | – | – | – | – | – |
| **Infrastructure** | | 44,091 | 20,704 | 24,036 | 45,978 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Community Facilities | | 4,922 | 13,962 | 12,134 | 12,000 | 1,269 | 1,269 | – | – | – |
| Sport and Recreation Facilities | | – | – | 2,799 | – | 54 | 54 | – | – | – |
| **Community Assets** | | 4,922 | 13,962 | 14,932 | 12,000 | 1,323 | 1,323 | – | – | – |
| Licences and Rights | | – | – | – | – | 500 | 500 | 1,325 | 1,385 | 1,447 |
| Intangible Assets | | – | – | – | – | 500 | 500 | 1,325 | 1,385 | 1,447 |
| Computer Equipment | | 146 | 1,001 | 151 | 400 | 470 | 470 | 200 | 209 | 218 |
| Furniture and Office Equipment | | – | – | 1 | 1,260 | 490 | 490 | – | – | – |
| Machinery and Equipment | | – | – | 543 | 600 | 370 | 370 | 400 | 418 | 437 |
| Transport Assets | | 4,204 | 3,751 | 898 | 7,200 | 7,200 | 7,200 | – | – | – |
| Land | | – | – | – | – | – | – | – | – | – |
| Zoo’s, Marine and Non-biological Animals | | – | – | – | – | – | – | – | – | – |
**TOTAL CAPITAL EXPENDITURE - Asset class**
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Budget Year 2020/21 | +1 2021/22 | +2 2022/23 |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|---------------------|------------|------------|
| **Total New Assets** | 1 | 53,363 | 39,418 | 40,562 | 67,378 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| Roads Infrastructure | | 44,091 | 20,704 | 18,096 | 21,918 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Storm water Infrastructure | | – | – | 4,550 | – | – | – | – | – | – |
| Electrical Infrastructure | | – | – | – | 24,000 | – | – | – | – | – |
| Water Supply Infrastructure | | – | – | – | – | – | – | – | – | – |
| Sanitation Infrastructure | | – | – | – | – | – | – | – | – | – |
| Solid Waste Infrastructure | | – | – | 1,391 | – | – | – | – | – | – |
| **Infrastructure** | | 44,091 | 20,704 | 24,036 | 45,978 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Community Facilities | | 4,922 | 13,962 | 12,134 | 12,000 | 1,269 | 1,269 | – | – | – |
| Sport and Recreation Facilities | | – | – | 2,799 | – | 54 | 54 | – | – | – |
| **Community Assets** | | 4,922 | 13,962 | 14,932 | 12,000 | 1,323 | 1,323 | – | – | – |
| Licences and Rights | | – | – | – | – | 500 | 500 | 1,325 | 1,385 | 1,447 |
| Intangible Assets | | – | – | – | – | 500 | 500 | 1,325 | 1,385 | 1,447 |
| Computer Equipment | | 146 | 1,001 | 151 | 400 | 470 | 470 | 200 | 209 | 218 |
| Furniture and Office Equipment | | – | – | 1 | 1,260 | 490 | 490 | – | – | – |
| Machinery and Equipment | | – | – | 543 | 600 | 370 | 370 | 400 | 418 | 437 |
| Transport Assets | | 4,204 | 3,751 | 898 | 7,200 | 7,200 | 7,200 | – | – | – |
| Land | | – | – | – | – | – | – | – | – | – |
| Zoo’s, Marine and Non-biological Animals | | – | – | – | – | – | – | – | – | – |
### Table A9 Asset Management
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|------------------------------------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|---------------------|-----------------------|------------------------|
| **ASSET REGISTER SUMMARY - PPE (WDV)** | | | | | | | | | | |
| Roads Infrastructure | 5 | 275,389 | 289,628 | 301,221 | 327,623 | 302,047 | 302,047 | 327,623 | 343,423 | 355,123 |
| Storm water Infrastructure | | 229,561 | 246,995 | 262,763 | 57,918 | 119,151 | 119,151 | 57,918 | | |
| Electrical Infrastructure | | | | | 7,214 | 7,214 | 7,214 | | | |
| Water Supply Infrastructure | | | | | 2,289 | 2,289 | 2,289 | | | |
| Sanitation Infrastructure | | | | | | | | | | |
| Solid Waste Infrastructure | | | | | 5,263 | 5,263 | 5,263 | | | |
| Rail Infrastructure | | | | | | | | | | |
| Coastal Infrastructure | | | | | | | | | | |
| Information and Communication Infrastructure | | | | | | | | | | |
| **Infrastructure** | | 229,561 | 246,995 | 262,763 | 57,918 | 133,918 | 133,918 | 57,918 | 43,800 | 38,000 |
| Community Assets | | 3,737 | | | | 120,204 | 120,204 | | | |
| Heritage Assets | | | | | | | | | | |
| Investment properties | | | | | | | | | | |
| Other Assets | | 40,342 | 40,895 | 37,799 | | 27,160 | 27,160 | | | |
| Biological or Cultivated Assets | | | | | | 825 | 825 | | | |
| Intangible Assets | | 1,091 | 1,079 | | | | | | | |
| Computer Equipment | | | | | 400 | 762 | 762 | 400 | | |
| Furniture and Office Equipment | | | | | 960 | 1,112 | 1,112 | 960 | | |
| Machinery and Equipment | | | | | 261,143 | 4,364 | 4,364 | 261,143 | 297,623 | 317,123 |
| Transport Assets | | | | | 7,200 | 4,043 | 4,043 | 7,200 | | |
| Land | | 659 | 659 | 659 | | 659 | 659 | | | |
| Zoo’s, Marine and Non-biological Animals | | | | | | | | | | |
| **TOTAL ASSET REGISTER SUMMARY - PPE (WDV)** | | 276,389 | 289,628 | 301,221 | 327,623 | 302,047 | 302,047 | 327,623 | 343,423 | 355,123 |
| **EXPENDITURE OTHER ITEMS** | | | | | | | | | | |
| Depreciation | 7 | 32,462 | 28,796 | 26,844 | 30,188 | 29,538 | 29,538 | 50,329 | 61,533 | 66,311 |
| Repairs and Maintenance by Asset Class | 3 | 21,177 | 24,474 | 22,750 | 25,627 | 25,627 | 25,627 | 42,457 | 53,285 | 57,693 |
| Roads Infrastructure | | 6,609 | 1,050 | 3,543 | 1,600 | 2,100 | 2,100 | 3,500 | 3,658 | 3,822 |
| Storm water Infrastructure | | 207 | | | | | | | | |
| Electrical Infrastructure | | | | | | | | | | |
| Water Supply Infrastructure | | | | | | | | | | |
| Sanitation Infrastructure | | 18 | 32 | | | | | | | |
| Solid Waste Infrastructure | | | | | | | | | | |
| Rail Infrastructure | | | | | | | | | | |
| Coastal Infrastructure | | | | | | | | | | |
| Information and Communication Infrastructure | | | | | | | | | | |
| **Infrastructure** | | 6,814 | 1,134 | 3,943 | 1,600 | 2,100 | 2,100 | 3,500 | 3,658 | 3,822 |
| Community Facilities | | 1,232 | 314 | 328 | 200 | 200 | 200 | 1,700 | 1,777 | 1,856 |
| Sport and Recreation Facilities | | | | | | | | | | |
| Community Assets | | 1,232 | 314 | 328 | 200 | 200 | 200 | 1,700 | 1,777 | 1,856 |
| Heritage Assets | | | | | | | | | | |
| Revenue Generating | | | | | | | | | | |
| Non-revenue Generating | | | | | | | | | | |
| Investment properties | | | | | | | | | | |
| Operational Buildings | | 1,505 | 509 | | 450 | 280 | 280 | 1,700 | 1,777 | 1,856 |
| Housing | | | | | | | | | | |
| Other Assets | | 1,765 | 509 | | 450 | 280 | 280 | 1,700 | 1,777 | 1,856 |
| Biological or Cultivated Assets | | | | | | | | | | |
| Servitudes | | | | | | | | | | |
| Licences and Rights | | 55 | | | | | | | | |
| Intangible Assets | | | | | | | | | | |
| Computer Equipment | | 163 | 67 | 48 | 81 | 81 | 81 | 95 | 99 | 104 |
| Furniture and Office Equipment | | 4 | | | | | | | | |
| Machinery and Equipment | | 26 | 59 | 175 | 430 | 650 | 650 | 700 | 732 | 764 |
| Transport Assets | | 1,467 | 2,240 | | 1,800 | 600 | 600 | 1,897 | 1,983 | 2,072 |
| Land | | | | | | | | | | |
| Zoo’s, Marine and Non-biological Animals | | | | | | | | | | |
| **TOTAL EXPENDITURE OTHER ITEMS** | | 32,462 | 28,796 | 26,844 | 30,188 | 29,538 | 29,538 | 50,329 | 61,533 | 66,311 |
- **Renewal and upgrading of Existing Assets as % of total capex**
- 0.0%
- **Renewal and upgrading of Existing Assets as % of deprec**
- 0.0%
- **R&M as a % of PPE**
- 4.1%
- **Renewal and upgrading and R&M as a % of PPE**
- 4.0%
Capital budget has an allocation of 13% to the total budget in 2020/2021 financial year.
### Table 18 MBRR Table A10 – Basic Service Delivery Measurement
| Description | Ref | 2016/17 Outcome | 2017/18 Outcome | 2018/19 Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|------------------------------------------------------------------------------|-----|-----------------|-----------------|-----------------|----------------|----------------|-------------------|---------------------|-----------------------|------------------------|
| **Refuse:** | | | | | | | | | | |
| Removed at least once a week | | 376 | 376 | 376 | 376 | 376 | 376 | 376 | 376 | 376 |
| Minimum Service Level and Above sub-total | | 376 | 376 | 376 | 376 | 376 | 376 | 376 | 376 | 376 |
| Removed less frequently than once a week | | – | – | – | – | – | – | – | – | – |
| Using communal refuse dump | | – | – | – | – | – | – | – | – | – |
| Using own refuse dump | | – | – | – | – | – | – | – | – | – |
| Other rubbish disposal | | – | – | – | – | – | – | – | – | – |
| No rubbish disposal | | – | – | – | – | – | – | – | – | – |
| Below Minimum Service Level sub-total | | – | – | – | – | – | – | – | – | – |
| Total number of households | 5 | 376 | 376 | 376 | 376 | 376 | 376 | 376 | 376 | 376 |
| **Households receiving Free Basic Service** | 7 | – | – | – | – | – | – | – | – | – |
| Water (8 kilolitres per household per month) | | – | – | – | – | – | – | – | – | – |
| Sanitation (free minimum level service) | | – | – | – | – | – | – | – | – | – |
| Electricity/other energy (50kWh per household per month) | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 |
| Refuse (removed at least once a week) | | – | – | – | – | – | – | – | – | – |
| **Cost of Free Basic Services provided - Formal Settlements (R’000)** | 8 | – | – | – | – | – | – | – | – | – |
| Water (6 kilolitres per indigent household per month) | | – | – | – | – | – | – | – | – | – |
| Sanitation (free minimum level service to indigent households) | | – | – | – | – | – | – | – | – | – |
| Electricity/other energy (50kWh per indigent household per month) | | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Refuse (removed once a week for indigent households) | | – | – | – | – | – | – | – | – | – |
| **Cost of Free Basic Services provided - Informal Formal Settlements (R’000)**| | – | – | – | – | – | – | – | – | – |
| Total cost of FBS provided | | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| **Highest level of free services provided per household** | | | | | | | | | | |
| Property rates (R, free threshold) | | – | – | – | – | – | – | – | – | – |
| Water (kilolitres per household per month) | | – | – | – | – | – | – | – | – | – |
| Sanitation (kilolitres per household per month) | | – | – | – | – | – | – | – | – | – |
| Sanitation (Rand per household per month) | | – | – | – | – | – | – | – | – | – |
| Electricity (kwh per household per month) | 76 | 76 | 82 | 82 | 82 | 82 | 82 | 82 | 82 | 82 |
| Refuse (average litres per week) | | – | – | – | – | – | – | – | – | – |
| **Revenue cost of subsidised services provided (R’000)** | 9 | | | | | | | | | |
| Property rates (tariff adjustment) : impermissible values per section 17 of MPRA | | – | – | – | – | – | – | – | – | – |
| Property rates: exemptions, reductions and rebates and impermissible values in excess of section 17 of MPRA | | – | – | – | – | – | – | – | – | – |
| Water (in excess of 6 kilolitres per indigent household per month) | 4,766 | 5,867 | – | – | 5,800 | 1,000 | 1,000 | – | – | – |
| Sanitation (in excess of free sanitation service to indigent households) | | – | – | – | – | – | – | – | – | – |
| Electricity/other energy (in excess of 50 kwh per indigent household per month) | | – | – | – | – | – | – | – | – | – |
| Refuse (in excess of removal a week for indigent households) | | – | – | – | – | – | – | – | – | – |
| Municipal Housing - rental rebates | | – | – | – | – | – | – | – | – | – |
| Housing - top structure subsidies | | – | – | – | – | – | – | – | – | – |
| Other | 6 | – | – | – | – | – | – | – | – | – |
| Total revenue cost of subsidised services provided | | 4,766 | 5,867 | – | 5,800 | 1,000 | 1,000 | – | – | – |
- It is anticipated that free basic services relating to electricity will cost the municipality R547 040 and it is the only support it gives to its customers although we are not selling electricity but they get a rebate when purchasing their electricity vouchers from ESKOM.
2.1 Overview of the annual budget process
Section 53 of the MFMA requires the Mayor of the municipality to provide general political guidance in the budget process and the setting of priorities that must guide the preparation of the budget.
2.1.1 Budget Process Overview
The key deadlines for the compilation of the IDP and MTREF was submitted to council for approval during August 2018 as required by Section 21(b) of the MFMA. In terms of the approved key deadlines the draft IDP and Budget must be tabled to Council at the end of March 2019.
The IDP unit conducted meetings with ward committees in the month of October 2019 to get input and community needs for the review of the IDP.
IDP engagement meetings with other sector departments were in September 2019 and February 2020.
Departments received budget compilation guidelines and templates to be submitted in support of their budget requests in February 2020.
Department submitted their Operational Budget and Capital Budget requests to finance department for consolidation during February 2020. Consolidation of the departmental input received and analysis of the requests took place in two sessions in the month of March 2020.
Key dates as approved by Council in August 2019 were as follows:
- First round public engagements at ward level with ward councilors and ward committees were from October 2019. The focus was on the following:
- Feedback on how the priorities have / have not been accommodated in the 2020/2021 budget
- Give strategic direction and obtain the 5 priorities for the 2020/2021 budget cycle.
- The Mid-Year Budget and Performance Assessments engagement with the National Treasury in February 2020
- Public meetings regarding the tabled 2020/2021 MTREF is scheduled to take place from the 15th to 30th of April 2020
- Final approval of the 2021/2020 MTREF will be on the 31st of May 2020.
2.1.2 IDP and Service Delivery and Budget Implementation Plan
The IDP is the municipal principal strategic planning instrument, which directly guides and informs its planning, budget, management and development actions. This framework is rolled out into planning statements covering the 5 year objectives, key performance indicators and targets for implementation which directly inform the Service Delivery and Budget Implementation Plan.
All departments were part of the process of reviewing the IDP and SDBIP of the municipality for 2020/2021 financial year.
2.1.3 Community Consultation
Section 29(1)(b) of Chapter 5 of the Municipal Systems Act of 2000 states that municipalities through appropriate mechanisms, processes and procedures established in terms of public participation allow for communities to be consulted on their development needs and priorities and that the local community to participate in drafting of the IDP.
The municipality used ward committees as mechanism for the purpose of engaging and consulting communities on their needs and priorities. The IDP review meetings were held in 4 strategic points identified by the planning committee. The meetings took place in October 2019.
The following are community needs identified during the IDP review in October 2019.
2.2 Overview of alignment of annual budget with IDP
The alignment of the budget with the IDP has been achieved through the setting of targets by departments which were guided by the following principles:
- It had to be aligned to the national outcome related to their mandate.
- Focus on basic service delivery in terms of the eradication of backlogs, provision of basic services as well as the maintenance of existing infrastructure and community needs.
- All targets set in the IDP were cross referenced to the budget as part of the result-based budget process. Each outcome with its supporting activities set for the coming year has been linked to specific votes in the budget to be utilized to achieve it.
- The 2020/2021 MTREF is informed by the IDP revision process as per the table below.
Table 19 MBRR Table SA4-Reconciliation between the IDP Strategic objectives and budgeted revenue
| Strategic Objective | Goal | Goal Code | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Current Year 2019/20 Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Medium Term Revenue & Expenditure Framework |
|---------------------|------|-----------|-----|-------------------------|-------------------------|-------------------------|----------------------------------------|----------------|-------------------|--------------------------------------------------|
| R thousand | | | | | | | | | | |
| To improve revenue and all possible revenue streams applicable to KZN271 | Implementation of revenue enhancement strategy | | | | | | | | |
| Allocations to other priorities | 2 | | | | | | | | | |
| Total Revenue (excluding capital transfers and contributions) | 1 | 202,015 | 208,992 | 228,769 | 268,084 | 279,627 | 279,627 | 266,954 | 282,963 | 300,252 |
| Strategic Objective | Goal | Goal Code Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Current Year: 2019/20 Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Medium Term Revenue & Expenditure Framework | Budget Year 2020/21 | +1 2021/22 | +2 2022/23 |
|---------------------|------|---------------|-------------------------|-------------------------|-------------------------|----------------------------------------|----------------|-------------------|-------------------------------------------------|------------------|------------|-------------|
| Improve access to basic services | Provision of free basic services | K | 74,549 | 38,563 | 40,704 | 67,378 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| Allocations to other priorities | | | | | | | | | | | |
| Total Capital Expenditure | | | 74,549 | 38,563 | 40,704 | 67,378 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
2.3 Measurable performance objectives and indicators
Performance Management is a system intended to manage and monitor service delivery progress against the identified strategic objectives and priorities.
The performance of the municipality relates directly to the extent to which it has achieved success in realizing its goals and objectives, complied with legislative requirements and meeting stakeholders expectations. The municipality has adopted one Integrated Performance Management System which comprises of planning, monitoring, measurement, review, reporting and improvement. The performance information concepts used by the municipality in its IPMS are aligned to the framework of managing programme performance information issued by National Treasury. The following table provides the main measurable performance objective the municipality undertakes to achieve this financial year.
The following table sets out the municipality’s main performance objectives and benchmarks for 2020/2021 MTREF.
| Description of financial indicator | Basis of calculation | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|-----------------------------------|----------------------|-------------------------|------------------------|------------------------|----------------|-----------------|------------------|------------------|---------------------|---------------------|---------------------|
| **Borrowing Management** | | | | | | | | | | | |
| **Credit Rating** | | | | | | | | | | | |
| Capital Charges to Operating Expenditure | Interest & Principal Paid /Operating Expenditure | 0.4% | 0.5% | 0.0% | 0.1% | 0.1% | 0.1% | 0.1% | 0.1% | 0.0% | 0.0% | 0.0% |
| Capital Charges to Own Revenue | Finance charges & Repay ment of borrowing /Own Revenue | 2.8% | 3.0% | 0.0% | 0.3% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% |
| Borrowed funding of ‘own’ capital expenditure | Borrowing/Capital expenditure excl. Transfers and grants and contributions | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| **Safety of Capital** | | | | | | | | | | | |
| Gearing | Long Term Borrowing/Funds & Reserves | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| **Liquidity** | | | | | | | | | | | |
| Current Ratio | Current assets/current liabilities | 1.3 | 2.3 | 2.2 | 1.5 | 14.1 | 14.1 | 14.1 | 1.6 | 2.4 | 3.1 |
| Current Ratio adjusted for aged debtors | Current assets less debtors > 90 day/s/current liabilities | 1.3 | 2.3 | 2.2 | 1.0 | 4.6 | 4.6 | 4.6 | 1.2 | 1.9 | 2.6 |
| Liquidity Ratio | Monetary Assets/Current Liabilities | 0.7 | 1.7 | 1.5 | 1.0 | 4.6 | 4.6 | 4.6 | 1.2 | 1.9 | 2.5 |
| **Revenue Management** | | | | | | | | | | | |
| Annual Debtors Collection Rate (Payment Level %) | Last 12 Mths Receipts/Last 12 Mths Billing | 62.9% | 75.6% | 115.7% | 65.4% | 72.7% | 72.7% | 72.7% | 69.5% | 69.5% | 69.5% |
| Current Debtors Collection Rate (Cash receipts % of Ratepayer & Other revenue) | 62.9% | 75.6% | 115.7% | 65.4% | 72.7% | 72.7% | 72.7% | 69.5% | 69.5% | 69.5% |
| Outstanding Debtors to Revenue | 8.8% | 7.5% | 14.2% | 16.8% | 52.5% | 52.5% | 52.5% | 14.4% | 14.4% | 14.3% |
| Longstanding Debtors Recovered | Debtors > 12 Mths Recovered/Total Debtors > 12 Months Old | 60.0% | 62.0% | 60.0% | 6500.0% | 70.0% | 70.0% | 70.0% | 70.0% | 70.0% | 70.0% |
| **Creditors Management** | | | | | | | | | | | |
| Creditors System Efficiency | % of Creditors Paid Within Terms (within MFMA’s 65(e)) | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| Creditors to Cash and Investments | 50.7% | 6.5% | 68.8% | 2.2% | 3.0% | 3.0% | 3.0% | 2.0% | 1.4% | 1.1% |
| **Other Indicators** | | | | | | | | | | | |
| Total Volume Losses (kW) | – | – | – | – | – | – | – | – | – | – | – |
| Total Cost of Losses (Rand ’000) | – | – | – | – | – | – | – | – | – | – | – |
| % Volume (units purchased and generated less units sold)/units purchased and generated | – | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Total Volume Losses (kT) | – | – | – | – | – | – | – | – | – | – | – |
| Total Cost of Losses (Rand ’000) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| % Volume (units purchased and generated less units sold)/units purchased and generated | – | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Employee costs | Employee costs/(Total Revenue - capital revenue) | 28.4% | 33.5% | 35.2% | 42.1% | 36.8% | 36.8% | 36.8% | 36.7% | 36.2% | 35.7% |
| Remuneration | Total remuneration/(Total Revenue - capital revenue) | 42.5% | 28.9% | 0.0% | 48.4% | 43.0% | 43.0% | 42.5% | 42.0% | 41.3% |
| Repairs & Maintenance | R&M/(Total Revenue excluding capital revenue) | 6.8% | 2.5% | 2.2% | 2.1% | 1.8% | 1.8% | 3.4% | 3.4% | 3.3% |
| Finance charges & Depreciation | FC&D/(Total Revenue - capital revenue) | 13.4% | 14.8% | 12.0% | 12.1% | 11.7% | 11.7% | 20.5% | 22.0% | 22.3% |
| **IDP regulation financial viability indicators** | | | | | | | | | | | |
| i. Debt coverage | (Total Operating Revenue - Operating Grants)/Debt service payments due within financial year | 38.9 | – | 17.1 | 5.5 | 5.5 | 5.5 | 45.8 | 44.9 | 44.8 | 47.1 |
| ii. O/S Service Debtors to Revenue | Total outstanding service debtors/annual revenue received for services | 74.2% | 64.1% | 126.1% | 119.3% | 436.3% | 436.3% | 436.3% | 121.6% | 122.3% | 123.0% |
| iii. Cost coverage | (Available cash + Investments)/monthly fixed operational expenditure | 1.4 | 3.2 | 3.4 | 6.0 | 4.6 | 4.6 | 4.6 | 6.6 | 9.7 | 12.6 |
2.3.1 Performance indicators and benchmarks
220.127.116.11 Borrowing Management
The municipality does not have borrowings.
18.104.22.168 Liquidity
The municipality’s ability to adhere to its short term obligations is better since the ratios is high. For the 2020/2021 MTREF the ratios is expected to be 1.2 and improve to 1.9 by 2021/2022 financial year and improve to 2.5 by 2022/2023.
22.214.171.124 Revenue Management
- Annual debtors collection rate indicates the percentage payment levels of the municipality. The municipal payment level percentage according to table SA 8 it is expected to be 72%.
- Current debtors collection rate payment levels is 69%.
126.96.36.199 Repairs and maintenance as a percentage of revenue (excluding capital revenue)
- It has increased from 1.8% in 2019/2020 adjustment budget to 3.4% in 2020/2021 financial year but it is still below the average ratio of 8%.
2.3.2 Free Basic Services: basic social services package for indigent households
The social package assists residents that have difficulty paying for services and registered as indigent households in terms of the Indigent Policy of the municipality. The municipality provides for free basic electricity through Eskom only since they do not provide other services to the residents of umhlabuyalingana except for refuse removal which is also not yet been rolled out to residential properties. Currently we provide free basic electricity to 518 indigents as per the indigent register of the municipality. The municipality also provided property rates rebates to business and commercial debtors.
2.4 Overview of budget related policies
The following is the list of budget related policies of Umhlabuyalingana Municipality, all these policies are currently under review and will be adopted by council by 31 May 2020
- Budget policy
- Asset management policy
- Asset disposal policy
- Asset maintenance policy
- Credit control and debt collection policy
- Indigent policy
- Cash and Investment policy
- Petty cash policy
- Property rates policy
- Supply Chain Management Policy
- Tariffs policy
- Virement policy
- Cost containment policy
Attached to budget document as annexure C
2.5 Overview of budget assumptions
2.5.1 General inflation outlook and its impact on the municipal activities
The following factors have been taken into consideration in the compilation of the 2020/20201 MTREF.
- National Government macro-economic targets.
- General inflationary outlook and the impact on the municipality’s residents and business.
- The impact of municipal cost drivers
- The increase in the cost of remuneration
The inflation outlook for the MTREF is as follows
The following table reflects the inflation forecast as contained in circular 91 of National Treasury
| Fiscal Year | 2019/202 | 2020/2021 | 2021/2022 | 2022/2023 |
|-------------|----------|-----------|-----------|-----------|
| Estimate | 4.1% | 4.5% | 4.6% | 4.6% |
| Forecast | | | | |
| CPI Inflation | | | | |
2.5.3 Collection rate for revenue services
The rate of revenue collection is currently expressed as a percentage 70% of annual billings. Cash flow is assumed to be 70% of billings for property rates, refuse removal and rental of facilities. Other cash flows are assumed to be 100% as they are not based on billing but cash based.
2.5.4 Salary increases
Salaries have been increased by 6.25% as per the provisions of the SALGA agreement.
2.5.5 Impact of national, provincial and local policies
Integration of service delivery between national, provincial and local government is critical to ensure focused service delivery and in this regard various measures were implemented to align IDP’s provincial and national strategies around priority spatial interventions. In this regard, the following national priorities form the basis of all integration initiatives:
- National Development Plan addressing inter alia economic growth and job creation.
- Enhancing education and skills development.
- Improving health services.
- Rural development and agriculture
- Fighting crime and corruption
2.5.6 Ability of the municipality to spend and deliver on the programs
It is estimated that a spending rate of 100% will be achieved on operational expenditure and capital program for the 2020/2021 MTREF of which performance has been factored into the cash flow budget.
2.6 Overview of budget funding
2.6.1 Medium-term outlook: Operating Revenue
Tariffs changes
- Tariffs did not change from the 2019/2020 financial year. The reason why tariffs were not adjusted is that the economy of the country has been negatively affected by the COVID 19 pandemic and the municipality felt that our customers will not be able to afford tariff increase in this financial year.
The table below provides detailed investment information and investment particulars by maturity.
### Table 24 MBRR SA15- Detailed Investment Information
**KZN271 Umhlabuyalingana - Supporting Table SA15 Investment particulars by type**
| investment type | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Medium Term Revenue & Expenditure Framework |
|---------------------------------------------------------------------------------|-----|--------------------------|--------------------------|--------------------------|----------------|----------------|-------------------|--------------------------------------------------|
| | | | | | | | | |
| **Parent municipality** | | | | | | | | |
| Securities - National Government | | | | | | | | |
| Listed Corporate Bonds | | | | | | | | |
| Deposits - Bank | | | | | | | | |
| Deposits - Public Investment Commissioners | | | | | | | | |
| Deposits - Corporation for Public Deposits | | | | | | | | |
| Bankers Acceptance Certificates | | | | | | | | |
| Negotiable Certificates of Deposit - Banks | | | | | | | | |
| Guaranteed Endowment Policies (sinking) | | | | | | | | |
| Repurchase Agreements - Banks | | | | | | | | |
| Municipal Bonds | | | | | | | | |
| **Municipality sub-total** | 1 | 17,500 | 12,278 | 13,060 | 12,982 | 13,515 | 13,515 | 14,470 |
| | | | | | | | | 15,471 |
| | | | | | | | | 16,520 |
| **Entities** | | | | | | | | |
| Securities - National Government | | | | | | | | |
| Listed Corporate Bonds | | | | | | | | |
| Deposits - Bank | | | | | | | | |
| Deposits - Public Investment Commissioners | | | | | | | | |
| Deposits - Corporation for Public Deposits | | | | | | | | |
| Bankers Acceptance Certificates | | | | | | | | |
| Negotiable Certificates of Deposit - Banks | | | | | | | | |
| Guaranteed Endowment Policies (sinking) | | | | | | | | |
| Repurchase Agreements - Banks | | | | | | | | |
| **Entities sub-total** | | | | | | | | |
| | | | | | | | | |
| **Consolidated total:** | | 17,500 | 12,278 | 13,060 | 12,982 | 13,515 | 13,515 | 14,470 |
| | | | | | | | | 15,471 |
| | | | | | | | | 16,520 |
### Table 25 MBRR SA16 – Investment particulars by maturity
**KZN271 Umhlabuyalingana - Supporting Table SA16 Investment particulars by maturity**
| Investments by Maturity | Ref | Period of Investment | Type of Investment | Capital Guarantee (Year No.) | Variable or Fixed Interest rate | Interest Rate* | Commission Paid (Rands) | Commission Requested | Dapty date of investment | Opening balance | Interest to be realised | Partial / Premature Withdrawal (R) | Investment Top Up | Closing Balance |
|-------------------------|-----|----------------------|--------------------|------------------------------|---------------------------------|----------------|--------------------------|-----------------------|------------------------|----------------|--------------------------|----------------------------------|------------------|------------------|
| Parent municipality | | | | | | | | | | | | | | |
| FNB - 1427038691 | | Months | Call accounts | Yes | Variable | 10% | None | None | 28 June 2021 | 4,895 | 578 | – | – | 5,873 |
| FNB - 1427038700 | | Months | Call accounts | Yes | Variable | 10% | None | None | 28 June 2021 | 36 | – | – | – | 37 |
| FNB - 1426215617 | | Months | Call accounts | Yes | Variable | 10% | None | None | 28 June 2021 | 718 | 744 | – | – | 7,862 |
| FNB - 1426215691 | | Months | Call accounts | Yes | Variable | 10% | None | None | 28 June 2021 | 20 | – | – | – | 24 |
| FNB - 1426985652 | | Months | Call accounts | Yes | Variable | 10% | None | None | 28 June 2021 | 1,176 | 34 | – | – | 1,416 |
| FNB - 1426985643 | | Months | Call accounts | Yes | Variable | 10% | None | None | 28 June 2021 | 1 | – | – | – | 4 |
| FNB - 1420591146 | | Months | Call accounts | Yes | Variable | 2% | None | None | 28 June 2021 | 1 | – | – | – | 1 |
| Municipality sub-total | | | | | | | | | | | | | | |
| Entities sub-total | | | | | | | | | | | | | | |
| TOTAL INVESTMENTS AND INTEREST | 1 | | | | | | | | | 13,515 | – | – | – | 14,475 |
2.6.2 Medium-term outlook: capital revenue
Table 26 MBRR SA17 – Detail of borrowings
The table below is blank because the municipality does not have borrowings.
| Borrowing - Categorised by type | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|---------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------------|--------------------------------------------------|
| | | | | | Original Budget | Adjusted Budget | Full Year Forecast | Budget Year 2020/21 | +1 2021/22 | +2 2022/23 |
| **Parent municipality** | | | | | | | | | | |
| Annuity and Bullet Loans | | | | | | | | | | |
| Long-Term Loans (non-annuity) | | | | | | | | | | |
| Local registered stock | | | | | | | | | | |
| Instalment Credit | | | | | | | | | | |
| Financial Leases | | | | | | | | | | |
| PPP liabilities | | | | | | | | | | |
| Finance Granted By Cap Equipment Supplier | | | | | | | | | | |
| Marketable Bonds | | | | | | | | | | |
| Non-Marketable Bonds | | | | | | | | | | |
| Bankers Acceptances | | | | | | | | | | |
| Financial derivatives | | | | | | | | | | |
| Other Securities | | | | | | | | | | |
| Municipality sub-total | 1 | - | - | - | - | - | - | - | - | - |
| **Entities** | | | | | | | | | | |
| Annuity and Bullet Loans | | | | | | | | | | |
| Long-Term Loans (non-annuity) | | | | | | | | | | |
| Local registered stock | | | | | | | | | | |
| Instalment Credit | | | | | | | | | | |
| Financial Leases | | | | | | | | | | |
| PPP liabilities | | | | | | | | | | |
| Finance Granted By Cap Equipment Supplier | | | | | | | | | | |
| Marketable Bonds | | | | | | | | | | |
| Non-Marketable Bonds | | | | | | | | | | |
| Bankers Acceptances | | | | | | | | | | |
| Financial derivatives | | | | | | | | | | |
| Other Securities | | | | | | | | | | |
| Entities sub-total | 1 | - | - | - | - | - | - | - | - | - |
| **Total Borrowing** | 1 | - | - | - | - | - | - | - | - | - |
| Unspent Borrowing - Categorised by type | | | | | | | | | | |
|----------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------------| | | | | |
| **Parent municipality** | | | | | | | | | | |
| Long-Term Loans (annuity/reducing balance) | | | | | | | | | | |
| Long-Term Loans (non-annuity) | | | | | | | | | | |
| Local registered stock | | | | | | | | | | |
| Instalment Credit | | | | | | | | | | |
| Financial Leases | | | | | | | | | | |
| PPP liabilities | | | | | | | | | | |
| Finance Granted By Cap Equipment Supplier | | | | | | | | | | |
| Marketable Bonds | | | | | | | | | | |
| Non-Marketable Bonds | | | | | | | | | | |
| Bankers Acceptances | | | | | | | | | | |
| Financial derivatives | | | | | | | | | | |
| Other Securities | | | | | | | | | | |
| Municipality sub-total | 1 | - | - | - | - | - | - | - | - | - |
| **Entities** | | | | | | | | | | |
| Long-Term Loans (annuity/reducing balance) | | | | | | | | | | |
| Long-Term Loans (non-annuity) | | | | | | | | | | |
| Local registered stock | | | | | | | | | | |
| Instalment Credit | | | | | | | | | | |
| Financial Leases | | | | | | | | | | |
| PPP liabilities | | | | | | | | | | |
| Finance Granted By Cap Equipment Supplier | | | | | | | | | | |
| Marketable Bonds | | | | | | | | | | |
| Non-Marketable Bonds | | | | | | | | | | |
| Bankers Acceptances | | | | | | | | | | |
| Financial derivatives | | | | | | | | | | |
| Other Securities | | | | | | | | | | |
| Entities sub-total | 1 | - | - | - | - | - | - | - | - | - |
| **Total Unspent Borrowing** | | - | - | - | - | - | - | - | - | - |
The table above indicates the capital transfers and grants received in 2020/2021 financial year.
### 2.6.3 Cash flow Management
Cash flow management and forecasting is a critical step in determining if the budget is funded over the medium-term. The table below is consistent with international standards of good financial management practice and also improves understanding of councilors and management. It includes:
- Clear separation of receipts and payments within each cash flow category/
- Clear separation of capital and operating receipts from government
Separation of borrowings and loan agreements to assist with MFMA compliance assessment regarding the use of long term borrowing.
### Table 28 MBRR Table A7 – Budgeted Cash Flows
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Medium Term Revenue & Expenditure Framework |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------|-----------------|-------------------|------------------|--------------------------------------------------|
| | | | | | | | | | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
| **CASH FLOW FROM OPERATING ACTIVITIES** | | | | | | | | | | | |
| Receipts | | | | | | | | | | | |
| Property rates | | 11,012 | 14,979 | 23,647 | 17,805 | 18,657 | 18,657 | 18,657 | 18,657 | 19,422 | 20,354 |
| Service charges | | 234 | 229 | 583 | 275 | 312 | 312 | 312 | 327 | 343 | 360 |
| Other revenue | | 9,278 | 13,463 | 34,580 | 7,402 | 7,048 | 7,048 | 7,048 | 9,003 | 9,436 | 9,888 |
| Transfers and Subsidies - Operational | 1 | 133,777 | 142,658 | 155,006 | 174,495 | 174,495 | 174,495 | 174,495 | 187,282 | 198,349 | 211,338 |
| Transfers and Subsidies - Capital | 1 | 36,825 | 35,481 | 40,844 | 58,918 | 53,918 | 53,918 | 53,918 | 50,702 | 54,486 | 56,523 |
| Interest | | 5,121 | 807 | – | 2,011 | 6,843 | 6,843 | 6,843 | 955 | 1,001 | 1,049 |
| Dividends | | – | – | – | – | – | – | – | – | – | – |
| Payments | | | | | | | | | | | |
| Suppliers and employees | | (166,754) | (151,481) | (199,378) | (164,674) | (181,597) | (181,597) | (181,597) | (177,865) | (184,436) | (192,741) |
| Finance charges | | (6) | (8) | (3) | (105) | (105) | (105) | (105) | (105) | (105) | (115) |
| Taxes and other clients | | (1,448) | – | – | (1,229) | (1,229) | (1,229) | (1,229) | (1,229) | (1,229) | (1,229) |
| **NET CASH FROM/(USED) OPERATING ACTIVITIES** | | 30,380 | 54,682 | 85,279 | 34,228 | 77,813 | 77,813 | 77,813 | 97,710 | 97,710 | 102,421 |
| **CASH FLOWS FROM INVESTING ACTIVITIES** | | | | | | | | | | | |
| Receipts | | | | | | | | | | | |
| Proceeds on disposal of PPE | | 234 | 268 | 448 | – | – | – | – | – | – | – |
| Decrease (increase) in non-current receivables | | | | | | | | | | | |
| Decrease (increase) in non-current investments | | | | | | | | | | | |
| Payments | | | | | | | | | | | |
| Capital assets | | (74,540) | (38,563) | (40,704) | (67,378) | (68,543) | (68,543) | (68,543) | (51,425) | (53,739) | (56,158) |
| **NET CASH FROM/(USED) INVESTING ACTIVITIES** | | (74,310) | (38,294) | (40,256) | (67,378) | (68,543) | (68,543) | (68,543) | (51,425) | (53,739) | (56,158) |
| **CASH FLOWS FROM FINANCING ACTIVITIES** | | | | | | | | | | | |
| Receipts | | | | | | | | | | | |
| Short term loans | | | | | | | | | | | |
| Borrowing long term/refinancing | | | | | | | | | | | |
| Increase (decrease) in consumer deposits | | | | | | | | | | | |
| Payments | | | | | | | | | | | |
| Repay ment of borrow ing | | | | | | | | | | | |
| **NET CASH FROM/(USED) FINANCING ACTIVITIES** | | | | | | | | | | | |
| **NET INCREASE/(DECREASE) IN CASH HELD** | | | | | | | | | | | |
| Cash/cash equivalents at the year begin: | 2 | 62,189 | 16,368 | 15,024 | 26,850 | 9,270 | 9,270 | 9,270 | 36,285 | 43,579 | 47,274 |
| Cash/cash equivalents at the year end: | 2 | 18,261 | 34,628 | 49,652 | 78,323 | 58,922 | 58,922 | 58,922 | 85,937 | 129,516 | 176,790 |
## Table 29 MBRR Table SA30 – Budgeted monthly cash flow
### KZN271 Umhlabuyalingana - Supporting Table SA30 Budgeted monthly cash flow
| MONTHLY CASH FLOWS | July | August | Sept. | October | November | December | January | February | March | April | May | June | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|---------------------|------|--------|-------|---------|----------|----------|---------|----------|-------|-------|-----|------|-------------------|------------------|------------------|
| **Cash Receipts By Source** | | | | | | | | | | | | | | | |
| Property tax | 1,544| 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 18,532 | 19,422 | 20,354 |
| Service charges - electricity revenue | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Service charges - water revenue | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Service charges - collection revenue | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Grants - related | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 327 | 343 | 360 |
| Rental of facilities and equipment | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 189 | 198 | 208 |
| Interest earned - external investments | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 695 | 1,001 | 1,049 |
| Interest earned - outstanding debtors | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Other receipts | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Fines, penalties and forfeits | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 3,220 | 3,375 | 3,537 |
| Licences and permits | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 5,593 | 5,862 | 6,143 |
| Agency services | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| **Grants and Subsidies - Operational** | 60,687 | 5,222 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,402 | 216,100 | 187,282 | 198,349 | 211,338 |
| **Other receipts** | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| **Cash Receipts by Source** | 63,088 | 7,422 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,402 | 2,402 | 216,100 | 228,550 | 242,886 |
| **Other Cash Flows by Source** | | | | | | | | | | | | | | | |
| Transfers and subsidies - capital (monetary allocators) (National & Provincial and District) | 16,601 | – | – | – | – | – | – | – | – | – | – | – | 0 | 50,702 | 54,486 | 54,523 |
| Transfers and subsidies - capital (monetary allocators) (National Provincial Departmental Agencies, Households, Non-profit Financial Institutions, Private Enterprises, Public Corporations, Higher Educational Institutions) | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Proceeds on Disposal of Fixed and Intangible Assets | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Short-term loans | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Long-term refinancing | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Increase (decrease) in consumer deposits | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Decrease (increase) in non-current receivables | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Decrease (increase) in non-current investments | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| **Total Cash Receipts by Source** | 76,689 | 7,422 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,402 | 2,402 | 266,602 | 283,636 | 297,511 |
| **Cash Payments by Type** | | | | | | | | | | | | | | | |
| Employee related costs | 7,095| 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 85,136 | 88,967 | 92,871 |
| Remuneration of councillors | 1,121| 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 13,456 | 14,987 | 14,984 |
| Other expenses | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 108 | 117 | 118 |
| Bulk purchases - Electricity | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Bulk purchases - Water & Sewer | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Other materials | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 2,110 | 2,205 | 2,304 |
| Other professional services | 2,637| 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 31,840 | 31,626 | 33,049 |
| Transfers and grants - other municipalities | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Transfers and grants - other | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 1,130 | 1,170 | 1,223 |
| Other expenditure | 3,794| 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 45,023 | 47,577 | 49,723 |
| **Total Cash Payments by Type** | 14,824| 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 14,824 | 179,091 | 185,716 | 194,680 |
| **Other Cash Flows/Payments by Type** | | | | | | | | | | | | | | | |
| Capital assets | 4,285| 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 51,428 | 53,739 | 56,158 |
| Repayment of borrowing | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Other Cash Flows/Payments | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| **Total Cash Payments by Type** | 19,210| 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 230,517 | 239,457 | 250,238 |
| **NET CASH/DECREASE IN CASH HELD** | | | | | | | | | | | | | | | |
| Cash/cash equivalents at the month/year begin | 60,779| (11,586)| (16,606)| (16,898)| (16,608)| (16,608)| (16,608)| (16,608)| (16,608)| (16,608)| (16,608)| (16,608)| 36,295 | 41,579 | 47,274 |
| Cash/cash equivalents at the month/year end | 110,437| 98,845| 82,037| 82,037| 85,228| 86,420| 106,106| 92,391| 75,583| 136,362| 118,564| 102,745| 176,760 | 129,516 | 176,760 |
2.6.4 Cash-backed Reserves/Accumulated Surplus Reconciliation
The table below meets the requirements of MFMA circular 42 which deals with the funding of a municipal budget in accordance with Section 18 and 19 of the MFMA.
The table shows the predicted cash and cash investments that are available at the end of the budget year, how these funds are used and what is the net fund available or funding deficit?
Table 30 MBRR Table A8 – Cash-backed reserves/accumulated surplus reconciliation
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|------------------------------------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-------------------|----------------|------------------|-------------------|-------------------|----------------------|----------------------|----------------------|
| **Cash and investments available** | | | | | | | | | | | | |
| Cash/cash equivalents at the year end | | 18,261 | 34,628 | 49,652 | 78,323 | 58,922 | 58,922 | 58,922 | 85,937 | 129,516 | (0) | 176,790 |
| Other current investments > 90 days | | – | 126 | 0 | (9,616) | (3,054) | (3,054) | (3,054) | 0 | 0 | (0) | (0) |
| Non current assets - Investments | | | | | | | | | | | | |
| **Total cash and investments available** | | 18,261 | 34,744 | 49,652 | 68,708 | 55,868 | 55,868 | 55,868 | 85,937 | 129,516 | (0) | 176,790 |
| **Application of cash and investments** | | | | | | | | | | | | |
| Unspent conditional transfers | | 6,080 | 3,326 | – | – | 1,876 | 1,876 | 1,876 | 1,876 | 1,876 | 1,876 | 1,876 |
| Unspent borrowing | | – | – | – | – | – | – | – | – | – | – | – |
| Statutory requirements | | | | | | | | | | | | |
| Other working capital requirements | | 7,452 | (1,071) | (22,939) | 47,728 | (76,766) | (76,766) | (76,766) | 49,984 | 44,172 | 44,537 | |
| Other provisions | | | | | | | | | | | | |
| Long term investments committed | | – | – | – | – | – | – | – | – | – | – | – |
| Reserves to be backed by cash/investments | | | | | | | | | | | | |
| **Total Application of cash and investments** | | 13,532 | 2,255 | (22,939) | 47,728 | (74,890) | (74,890) | (74,890) | 51,839 | 46,047 | 46,412 | |
| **Surplus/(shortfall)** | | 4,728 | 32,500 | 72,591 | 20,979 | 130,748 | 130,748 | 130,748 | 34,078 | 83,469 | 130,377 | |
Unspent conditional grants reflected in the table above relates to old balances as per Annual Financial Statements that have not been spent.
### 2.6.5 Funding compliance measurement
The funding compliance measurement table essentially measures the degree to which the proposed budget complies with the funding requirements of the MFMA.
#### Table 31 MBRR Table A10 –Basic service delivery measurement
| Description | Ref | 2016/17 Outcome | 2017/18 Outcome | 2018/19 Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|------------------------------------------------------------------------------|-----|-----------------|-----------------|-----------------|----------------|----------------|-------------------|---------------------|-----------------------|------------------------|
| **Refuse:** | | | | | | | | | | |
| Removed at least once a week | | 376 | 376 | 376 | 376 | 376 | 376 | 376 | | |
| Minimum Service Level and Above sub-total | | 376 | 376 | 376 | 376 | 376 | 376 | 376 | | |
| Removed less frequently than once a week | | -- | -- | -- | -- | -- | -- | -- | | |
| Using communal refuse dump | | -- | -- | -- | -- | -- | -- | -- | | |
| Using own refuse dump | | -- | -- | -- | -- | -- | -- | -- | | |
| Other rubbish disposal | | -- | -- | -- | -- | -- | -- | -- | | |
| No rubbish disposal | | -- | -- | -- | -- | -- | -- | -- | | |
| **Total number of households** | 5 | 376 | 376 | 376 | 376 | 376 | 376 | 376 | | |
| **Households receiving Free Basic Service** | 7 | -- | -- | -- | -- | -- | -- | -- | | |
| Water (8 kilolitres per household per month) | | -- | -- | -- | -- | -- | -- | -- | | |
| Sanitation (fee minimum level service) | | -- | -- | -- | -- | -- | -- | -- | | |
| Electricity/other energy (50kWh per household per month) | | 520 | 520 | 520 | 520 | 520 | 520 | 520 | | |
| Refuse (removed at least once a week) | | -- | -- | -- | -- | -- | -- | -- | | |
| **Cost of Free Basic Services provided - Formal Settlements (R’000)** | 8 | -- | -- | -- | -- | -- | -- | -- | | |
| Water (8 kilolitres per household per month) | | -- | -- | -- | -- | -- | -- | -- | | |
| Sanitation (fee sanitation service to indigent households) | | -- | -- | -- | -- | -- | -- | -- | | |
| Electricity/other energy (50kWh per indigent household per month) | | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | |
| Refuse (removed once a week for indigent households) | | -- | -- | -- | -- | -- | -- | -- | | |
| **Cost of Free Basic Services provided - Informal Formal Settlements (R’000)** | | -- | -- | -- | -- | -- | -- | -- | | |
| **Total cost of Free Basic Services** | | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | |
| **Highest level of free service provided per household** | | -- | -- | -- | -- | -- | -- | -- | | |
| Property rates (R value threshold) | | -- | -- | -- | -- | -- | -- | -- | | |
| Water (kilolitres per household per month) | | -- | -- | -- | -- | -- | -- | -- | | |
| Sanitation (kilolitres per household per month) | | -- | -- | -- | -- | -- | -- | -- | | |
| Sanitation (Rand per household per month) | | -- | -- | -- | -- | -- | -- | -- | | |
| Electricity (kwh per household per month) | | 76 | 76 | 82 | 82 | 82 | 82 | 82 | | |
| Refuse (average litres per week) | | -- | -- | -- | -- | -- | -- | -- | | |
| **Revenue cost of subsidised services provided (R’000)** | 9 | -- | -- | -- | -- | -- | -- | -- | | |
| Property rates (tariff adjustment) (impermissible values per section 17 of MPRA) | | -- | -- | -- | -- | -- | -- | -- | | |
| Property rates: exemptions, reductions and rebates and impermissible values in excess of section 17 of MPRA | | -- | -- | -- | -- | -- | -- | -- | | |
| Water (in excess of 6 kilolitres per indigent household per month) | | 4,768 | 5,867 | -- | 5,800 | 1,000 | 1,000 | -- | | |
| Sanitation (in excess of 6 kilolitres per indigent household) | | -- | -- | -- | -- | -- | -- | -- | | |
| Electricity/other energy (in excess of 50 kwh per indigent household per month) | | -- | -- | -- | -- | -- | -- | -- | | |
| Refuse (in excess of one removal a week for indigent households) | | -- | -- | -- | -- | -- | -- | -- | | |
| Municipal Housing - rental rebates | | -- | -- | -- | -- | -- | -- | -- | | |
| Housing - top structure subsidies | | -- | -- | -- | -- | -- | -- | -- | | |
| Other | 6 | -- | -- | -- | -- | -- | -- | -- | | |
| **Total revenue cost of subsidised services provided** | | 4,768 | 5,867 | -- | 5,800 | 1,000 | 1,000 | -- | | |
## 2.7 Expenditure on grants and reconciliation of unspent funds
### Table 32 MBRR Table SA 19 – Expenditure on transfers and grant programs
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Medium Term Revenue & Expenditure Framework |
|------------------------------------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------|-----------------|-------------------|----------------------------------------------------|
| | | | | | | | | |
| **EXPENDITURE:** | | | | | | | | |
| **Operating expenditure of Transfers and Grants** | | | | | | | | |
| **National Government:** | | | | | | | | |
| Local Government Equitable Share | | 121,121 | 133,848 | 150,623 | 190,444 | 170,551 | 170,551 | 183,960 195,554 208,405 |
| Finance Management | | 1,825 | 1,900 | 1,900 | 1,900 | 1,466 | 1,466 | 1,900 1,900 1,900 |
| EPWP Incentive | | 2,277 | 4,165 | 3,047 | 3,523 | 3,069 | 3,069 | 2,952 – – – |
| Integrated National Electrification Programme | | – | – | – | 19,000 | – | – | – – – |
| **Other transfers/grants [insert description]** | | 3,550 | 1,657 | 4,431 | 3,051 | 2,691 | 2,691 | 3,322 2,795 2,933 |
| **Provincial Government:** | | 2,560 | 1,657 | 1,873 | 2,243 | 1,870 | 1,870 | 1,809 1,871 1,894 |
| Provincialisation of Libraries | | – | – | 80 | 80 | 155 | 155 | 863 924 969 |
| Community Library Services Grant | | – | – | 497 | 406 | 406 | 406 | – – – |
| Town Planning Grant | | – | – | 1,061 | 260 | 260 | 260 | – – – |
| Tourism Grant | | – | – | 1,000 | – | – | – | – – – |
| Corridor Development Grant | | – | – | – | – | – | – | 650 – – – |
| Ward Base Plan | | – | – | – | – | – | – | – – – |
| **District Municipality:** | | – | – | – | – | – | – | – – – |
| [insert description] | | – | – | – | – | – | – | – – – |
| **Other grant providers:** | | – | – | – | – | – | – | – – – |
| [insert description] | | – | – | – | – | – | – | – – – |
| **Total operating expenditure of Transfers and Grants** | | 128,773 | 141,570 | 155,054 | 193,491 | 173,242 | 173,242 | 187,282 198,340 211,338 |
| **Capital expenditure of Transfers and Grants** | | 36,825 | 35,481 | 56,236 | 34,918 | 27,718 | 27,718 | 50,702 54,486 54,523 |
| **National Government:** | | 36,825 | 35,481 | 34,228 | 34,918 | 9,982 | 9,982 | 34,703 37,488 39,155 |
| Municipal Infrastructure Grant (MIG) | | – | – | 22,000 | – | 17,736 | 17,736 | 16,000 17,000 15,000 |
| Integrated National Electrification Programme | | – | – | – | – | – | – | – – – |
| **Other capital transfers/grants [insert desc]** | | – | – | 5,408 | 5,000 | 1,792 | 1,792 | – – – |
| **Provincial Government:** | | – | – | 5,408 | 5,000 | 1,310 | 1,310 | – – – |
| Massification Grant | | – | – | – | – | 481 | 481 | – – – |
| Small Town Rehabilitation Grant | | – | – | – | – | – | – | – – – |
| **District Municipality:** | | – | – | – | – | – | – | – – – |
| [insert description] | | – | – | – | – | – | – | – – – |
| **Other grant providers:** | | – | – | – | – | – | – | – – – |
| [insert description] | | – | – | – | – | – | – | – – – |
| **Total capital expenditure of Transfers and Grants** | | 36,825 | 35,481 | 61,644 | 39,918 | 29,509 | 29,509 | 50,702 54,486 54,523 |
| **TOTAL EXPENDITURE OF TRANSFERS AND GRANTS** | | 165,598 | 177,051 | 216,698 | 233,413 | 202,752 | 202,752 | 237,984 252,835 265,861 |
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|----------------------------------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|-----------------------|---------------------------------------------------|
| **Operating transfers and grants:** | | | | | | |
| National Government: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| Provincial Government: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| District Municipality: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| Other grant providers: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| **Total operating transfers and grants revenue** | | | | | | |
| **Total operating transfers and grants - CTBM** | | | | | | |
| **Capital transfers and grants:** | | | | | | |
| National Government: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| Provincial Government: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| District Municipality: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| Other grant providers: | | | | | | |
| Balance unspent at beginning of the year | | | | | | |
| Current year receipts | | | | | | |
| Conditions met - transferred to revenue | | | | | | |
| Conditions still to be met - transferred to liabilities | | | | | | |
| **Total capital transfers and grants revenue** | | | | | | |
| **Total capital transfers and grants - CTBM** | | | | | | |
| **TOTAL TRANSFERS AND GRANTS REVENUE** | | | | | | |
| **TOTAL TRANSFERS AND GRANTS - CTBM** | | | | | | |
Table 34 MBRR Table SA 21 Transfers and grants made by the municipality
| Description | Ref | 2016/17 | 2017/18 | 2018/19 | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|------------------------------------------------------------------------------|-----|---------|---------|---------|-----------------|-----------------|-------------------|-------------------|---------------------|------------------------|------------------------|
| **Cash Transfers to other municipalities** | | | | | | | | | | | |
| Insert description | 1 | | | | | | | | | | |
| **Total Cash Transfers To Municipalities:** | | | | | | | | | | | |
| Insert description | 2 | | | | | | | | | | |
| **Cash Transfers to Entities/Other External Mechanisms** | | | | | | | | | | | |
| Insert description | 3 | | | | | | | | | | |
| **Total Cash Transfers To Entities/Ems’** | | | | | | | | | | | |
| **Cash Transfers to other Organs of State** | | | | | | | | | | | |
| Insert description | 4 | | | | | | | | | | |
| **Total Cash Transfers To Other Organs Of State:** | | | | | | | | | | | |
| **Cash Transfers to Organisations** | | | | | | | | | | | |
| Insert description | 5 | | | | | | | | | | |
| **Total Cash Transfers To Organisations** | | | | | | | | | | | |
| **Cash Transfers to Groups of Individuals** | | | | | | | | | | | |
| Insert description | 6 | 21,852 | 3,007 | 1,907 | 1,700 | 1,758 | 1,758 | 1,758 | 1,120 | 1,170 | 1,223 |
**TOTAL CASH TRANSFERS AND GRANTS**
| Description | Ref | 2016/17 | 2017/18 | 2018/19 | Original Budget | Adjusted Budget | Full Year Forecast | Pre-audit outcome | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|------------------------------------------------------------------------------|-----|---------|---------|---------|-----------------|-----------------|-------------------|-------------------|---------------------|------------------------|------------------------|
| **Non-Cash Transfers to other municipalities** | | | | | | | | | | | |
| Insert description | 1 | | | | | | | | | | |
| **Total Non-Cash Transfers To Municipalities:** | | | | | | | | | | | |
| **Non-Cash Transfers to Entities/Other External Mechanisms** | | | | | | | | | | | |
| Insert description | 2 | | | | | | | | | | |
| **Total Non-Cash Transfers To Entities/Ems’** | | | | | | | | | | | |
| **Non-Cash Transfers to other Organs of State** | | | | | | | | | | | |
| Insert description | 3 | | | | | | | | | | |
| **Total Non-Cash Transfers To Other Organs Of State:** | | | | | | | | | | | |
| **Non-Cash Grants to Organisations** | | | | | | | | | | | |
| Insert description | 4 | | | | | | | | | | |
| **Total Non-Cash Grants To Organisations** | | | | | | | | | | | |
| **Groups of Individuals** | | | | | | | | | | | |
| Insert description | 5 | | | | | | | | | | |
| **Total Non-Cash Grants To Groups Of Individuals:** | | | | | | | | | | | |
| **TOTAL NON-CASH TRANSFERS AND GRANTS** | | | | | | | | | | | |
| **TOTAL TRANSFERS AND GRANTS** | | 21,852 | 3,007 | 1,907 | 1,700 | 1,758 | 1,758 | 1,758 | 1,120 | 1,170 | 1,223 |
The above table is indicating the grants in kind made by the municipality to communities as programs donated to communities.
## 2.8 Councilor and employee benefits
### Table 35 MBRR Table SA 22 – Summary of councilor and staff benefits
| Summary of Employee and Councillor remuneration | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|-------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------------|--------------------------------------------------|
| | | | | | Original Budget | Adjusted Budget | Full Year Forecast | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
| **Councillors (Political Office Bearers plus Other)** | 1 | 8,323 | 5,240 | 8,893 | 8,893 | 8,893 | 9,293 | 9,711 |
| Basic Salaries and Wages | | | | | 8,893 | 8,893 | 9,293 | 9,711 |
| Pension and UIF Contributions | | | | | – | – | – | – |
| Medical Aid Contributions | | | | | – | – | – | – |
| Motor Vehicle Allowance | | | | | – | – | – | – |
| Cellphone Allowance | | 1,187 | 1,021 | 1,598 | 1,598 | 1,598 | 1,670 | 1,745 |
| Housing Allowances | | | | | – | – | – | – |
| Other benefits and allowances | | 2,652 | 1,747 | 2,964 | 2,964 | 2,964 | 3,098 | 3,237 |
| **Sub Total - Councillors** | 4 | 12,161 | 8,008 | 13,458 | 13,456 | 13,456 | 14,061 | 14,694 |
| % increase | | (34.1%) | (100.0%) | – | – | 0.0% | 4.5% | 4.5% |
| **Senior Managers of the Municipality** | 2 | 5,013 | 2,716 | 5,377 | 5,836 | 5,836 | 5,019 | 5,481 |
| Basic Salaries and Wages | | 121 | 84 | 133 | 72 | 72 | 189 | 207 |
| Pension and UIF Contributions | | 36 | 25 | 39 | 42 | 42 | 43 | 45 |
| Medical Aid Contributions | | – | – | – | – | – | – | – |
| Overtime | | – | – | – | – | – | – | – |
| Performance Bonus | | – | – | 452 | 452 | 449 | 469 | 490 |
| Motor Vehicle Allowance | | 816 | 444 | 828 | 828 | 828 | 865 | 904 |
| Cellphone Allowance | | 129 | 77 | 143 | 143 | 143 | 149 | 156 |
| Housing Allowances | | 518 | 262 | 538 | 522 | 522 | 311 | 325 |
| Other benefits and allowances | | 633 | 162 | 722 | 462 | 149 | 156 | 163 |
| Payments in lieu of leave | | 115 | – | 994 | 939 | 939 | 961 | 1,004 |
| Long service awards | | – | – | – | – | – | – | – |
| Post-retirement benefit obligations | | – | – | – | – | – | – | – |
| **Sub Total - Senior Managers of Municipality** | 4 | 7,381 | 3,769 | 8,773 | 9,294 | 9,294 | 8,036 | 8,398 |
| % increase | | (48.9%) | (100.0%) | – | 5.9% | (13.5%) | 4.5% | 4.5% |
| **Other Municipal Staff** | 3 | 37,246 | 28,722 | 51,444 | 46,278 | 46,278 | 49,920 | 54,513 |
| Basic Salaries and Wages | | 3,299 | 2,806 | 5,628 | 5,900 | 5,900 | 5,846 | 6,109 |
| Pension and UIF Contributions | | 1,675 | 1,233 | 2,187 | 2,404 | 2,404 | 2,429 | 2,653 |
| Medical Aid Contributions | | 1,498 | 1,274 | 4,332 | 1,557 | 1,557 | 1,625 | 1,774 |
| Overtime | | – | – | – | – | – | – | – |
| Performance Bonus | | – | – | – | – | – | – | – |
| Motor Vehicle Allowance | | 1,865 | 1,438 | 2,384 | 2,921 | 2,921 | 3,414 | 3,729 |
| Cellphone Allowance | | 406 | 413 | 662 | 824 | 824 | 1,057 | 1,154 |
| Housing Allowances | | 109 | – | 134 | 134 | 134 | 162 | 177 |
| Other benefits and allowances | | 3,781 | 2,608 | 5,934 | 5,163 | 5,163 | 2,819 | 3,078 |
| Payments in lieu of leave | | 564 | 1 | 7,069 | 6,516 | 6,516 | 6,465 | 7,060 |
| Long service awards | | 160 | – | 768 | 85 | 85 | 80 | 93 |
| Post-retirement benefit obligations | | – | – | – | – | – | – | – |
| **Sub Total - Other Municipal Staff** | 4 | 50,602 | 38,494 | 80,542 | 71,781 | 71,781 | 77,100 | 80,570 |
| % increase | | (23.9%) | (100.0%) | – | (10.9%) | – | 7.4% | 4.5% | 4.5% |
| **Total Parent Municipality** | | 70,145 | 50,271 | 102,770 | 94,530 | 94,530 | 98,592 | 103,028 |
| % increase | | (28.3%) | (100.0%) | – | (8.0%) | – | 4.3% | 4.5% | 4.5% |
| TOTAL SALARY, ALLOWANCES & BENEFITS | 70,145 | 50,271 | – | 102,770 | 94,530 | 94,530 | 98,592 | 103,028 | 107,665 |
| % increase | 4 | (28.3%) | (100.0%) | – | (8.0%) | – | 4.3% | 4.5% | 4.5% |
| TOTAL MANAGERS AND STAFF | 5,7 | 57,984 | 42,283 | – | 89,314 | 81,075 | 81,075 | 85,130 | 88,387 | 92,971 |
A provision of 6.25% increase on employee related costs and councilors allowances has been made, with the exception of Senior Managers who are having a provision of 3% increase.
## Table 36 MBRR Table SA24 – Summary of personnel numbers
| Number | Summary of Personnel Numbers | Ref. | 2018/19 | Current Year 2019/20 | Budget Year 2020/21 |
|--------|------------------------------|------|---------|----------------------|---------------------|
| | | | Positions | Permanent employees | Contract employees | Positions | Permanent employees | Contract employees | Positions | Permanent employees | Contract employees |
| Municipal Council and Boards of Municipal Entities | | | | | | | | | | |
| Councillors (Political Office Bearers plus Other Councillors) | | | 35 | – | 35 | 35 | – | 35 | 35 | – | 35 |
| Board Members of municipal entities | | | 4 | | | | | | | | |
| Municipal employees | | | | | | | | | | |
| Municipal Manager and Senior Managers | | | 3 | 5 | 1 | 4 | 5 | 1 | 4 | 5 | 1 | 4 |
| Other Managers | | | 7 | – | – | – | – | – | – | – | – | – |
| Professionals | | | 524 | 127 | 397 | 531 | 134 | 397 | 531 | 134 | 397 |
| Finance | | | 25 | 19 | 6 | 26 | 20 | 6 | 26 | 20 | 6 |
| Spatial/town planning | | | 4 | 2 | 2 | 4 | 2 | 2 | 4 | 2 | 2 |
| Information Technology | | | 7 | 3 | 4 | 7 | 3 | 4 | 7 | 3 | 4 |
| Roads | | | | | | | | | | |
| Electricity | | | | | | | | | | |
| Water | | | | | | | | | | |
| Sanitation | | | | | | | | | | |
| Refuse | | | 126 | 24 | 102 | 132 | 30 | 102 | 132 | 30 | 102 |
| Other | | | 362 | 79 | 283 | 362 | 79 | 283 | 362 | 79 | 283 |
| Technicians | | | 4 | 3 | 1 | 4 | 3 | 1 | 4 | 3 | 1 |
| Finance | | | | | | | | | | |
| Spatial/town planning | | | | | | | | | | |
| Information Technology | | | | | | | | | | |
| Roads | | | | | | | | | | |
| Electricity | | | | | | | | | | |
| Water | | | | | | | | | | |
| Sanitation | | | | | | | | | | |
| Refuse | | | | | | | | | | |
| Other | | | 4 | 3 | 1 | 4 | 3 | 1 | 4 | 3 | 1 |
| Clerks (Clerical and administrative) | | | 15 | 15 | – | 15 | 15 | – | 15 | 15 | – |
| Service and sales workers | | | | | | | | | | |
| Skilled agricultural and fishery workers | | | | | | | | | | |
| Craft and related trades | | | | | | | | | | |
| Plant and Machine Operators | | | 4 | 4 | – | 4 | 4 | – | 4 | 4 | – |
| Elementary Occupations | | | | | | | | | | |
| TOTAL PERSONNEL NUMBERS | | | 587 | 150 | 437 | 594 | 157 | 437 | 594 | 157 | 437 |
| % Increase | | | | | | | | | | |
| Total municipal employees headcount | | | 1,2% | 4,7% | – | – | – | – | – | – |
| Finance personnel headcount | | | 8, 10 | | | | | | | |
| Human Resources personnel headcount | | | 8, 10 | | | | | | | |
## 2.9 Monthly targets for revenue, expenditure and cash flow
### Table 37 MBRR Table SA 25 – Budgeted monthly revenue and expenditure
| Description | Ref | July | August | Sept. | October | November | December | January | February | March | April | May | June | Budget Year 2020/21 | Medium Term Revenue and Expenditure Framework | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|--------------------------------------------------|-----|--------|--------|--------|---------|----------|----------|---------|----------|----------|----------|----------|----------|----------------------|---------------------------------------------|------------------------|------------------------|
| **Revenue By Source** | | | | | | | | | | | | | | | | | |
| Property rates | | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 2,206 | 26,474 | 27,745 | 29,077 | |
| Electricity - electricity revenue | | | | | | | | | | | | | | | | | |
| Water revenue | | | | | | | | | | | | | | | | | |
| Service charges - water revenue | | | | | | | | | | | | | | | | | |
| Service charges - sanitation revenue | | | | | | | | | | | | | | | | | |
| Service charges - waste revenue | | | | | | | | | | | | | | | | | |
| Rental of plant and equipment | | 55 | 55 | 55 | 55 | 55 | 55 | 55 | 55 | 55 | 55 | 55 | 55 | 855 | 896 | 719 | |
| Interest earned - external investments | | 33 | 33 | 33 | 33 | 33 | 33 | 33 | 33 | 33 | 33 | 33 | 33 | 304 | 413 | 433 | |
| Interest earned - outstanding debtors | | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 995 | 1,001 | 1,049 | |
| Dividends | | 81 | 81 | 81 | 81 | 81 | 81 | 81 | 81 | 81 | 81 | 81 | 81 | 968 | 1,014 | 1,063 | |
| Fines, penalties and forfeits | | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 3,220 | 3,375 | 3,537 | |
| Licences and permits | | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 5,593 | 5,862 | 6,143 | |
| Agency services | | | | | | | | | | | | | | | | | |
| Transfers and subsidies | | 60,887 | 5,222 | | | | | | | | | | | | | | |
| Other revenue | | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 6,710 | 7,032 | 7,369 | |
| Gains | | | | | | | | | | | | | | | | | |
| **Total Revenue (excluding capital transfers and contributions)** | | 64,434 | 8,969 | 3,747 | 3,747 | 3,747 | 3,747 | 3,747 | 3,747 | 3,747 | 3,747 | 3,747 | 3,747 | 232,252 | 245,477 | 260,728 | |
| **Expenditure By Type** | | | | | | | | | | | | | | | | | |
| Current operating costs | | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 85,136 | 88,967 | 92,971 | |
| Remuneration of councilors | | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 13,456 | 14,061 | 14,684 | |
| Debt repayment | | | 1,290 | | | | | | | | | | | | | | |
| Depreciation & asset impairment | | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 3,536 | 5,000 | 5,225 | 5,460 | |
| Finance charges | | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 106 | 111 | 116 | |
| Bulk purchases | | | | | | | | | | | | | | | | | |
| Other material | | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 2,110 | 2,208 | 2,394 | |
| Contracted services | | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 31,640 | 33,049 | 33,049 | |
| Transfers and subsidies | | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 1,120 | 1,170 | 1,223 | |
| Other expenditure | | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 4,210 | 47,562 | 49,263 | 49,263 | |
| **Total Expenditure** | | 18,877 | 18,877 | 20,127 | 18,877 | 20,127 | 18,877 | 20,127 | 18,877 | 20,127 | 18,877 | 20,127 | 18,877 | 231,529 | 244,605 | 257,177 | |
| **Surplus/(Deficit)** | | 45,557 | (9,908)| (16,380)| (15,130)| (15,130) | 44,307 | (15,130)| (15,130) | 44,307 | (15,130) | (15,130) | (16,380) | 723 | 872 | 3,551 | |
| Transfers and subsidies - capital (monetary allocations) (National / Provincial and District) | | 16,901 | | | | | 16,901 | | | 16,901 | | | | (16,000) | 34,702 | 39,523 | |
| Transfers and subsidies - capital (corporate allocations) (National / Provincial Departments) | | | | | | | | | | | | | | | | | |
| Agencies, Households, Non-profit Institutions, Private Enterprises, Public Corporations, Higher Educational Institutions | | | | | | | | | | | | | | | | | |
| Transfers and subsidies - capital (in-kind - all) | | | | | | | | | | | | | | | | | |
| **Surplus/(Deficit) after capital transfers & contributions** | | 62,457 | (9,908)| (16,380)| (15,130)| (15,130) | 61,207 | (15,130)| (15,130) | 61,207 | (15,130) | (15,130) | (15,130) | 35,425 | 38,358 | 43,074 | |
| Taxation | | | | | | | | | | | | | | | | | |
| Allocation to minorities | | | | | | | | | | | | | | | | | |
| Share of surplus/(deficit) of associate | | | | | | | | | | | | | | | | | |
| **Surplus/(Deficit)** | | 1 | 62,457 | (9,908)| (16,380)| (15,130) | (15,130) | 61,207 | (15,130) | (15,130) | 61,207 | (15,130) | (15,130) | (15,130) | (32,380) | 35,425 | 38,358 | 43,074 |
### Table 38 MBRR – Table 26 – Budgeted Monthly income and expenditure revenue (municipal vote)
| Description | Ref | July | August | Sept. | October | November | December | January | February | March | April | May | June | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
|--------------------------------------------------|-----|--------|--------|--------|---------|----------|----------|---------|----------|----------|----------|---------|---------|----------------------|------------------------|------------------------|
| **Revenue by Vote** | | | | | | | | | | | | | | | | |
| Vote 1 - Finance & Admin | | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 17,965 | 215,941 | 232,164 | 246,772 | |
| Vote 2 - Executive & Council | | | | | | | | | | | | | | | | |
| Vote 3 - Community and Social Services | | | | | | | | | | | | | | | | |
| Vote 4 - Internal Audit | | 260 | 260 | 260 | 260 | 260 | 260 | 260 | 260 | 260 | 260 | 260 | 3,121 | 3,265 | 3,426 | |
| Vote 5 - Water Management | | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 3,194 | 38,944 | 37,566 | 36,944 | |
| Vote 6 - [NAME OF VOTE 6] | | | | | | | | | | | | | | | | |
| Vote 7 - Waste Management | | 737 | 737 | 737 | 737 | 737 | 737 | 737 | 737 | 737 | 737 | 737 | 8,840 | 9,264 | 9,709 | |
| Vote 8 - Energy Sources | | | | | | | | | | | | | | | | |
| Vote 9 - Planning and Development | | | | | | | | | | | | | | | | |
| Vote 10 - Sports and Recreation | | | | | | | | | | | | | | | | |
| Vote 11 - Road Transport | | | | | | | | | | | | | | | | |
| Vote 12 - Health | | | | | | | | | | | | | | | | |
| Vote 13 - Housing | | | | | | | | | | | | | | | | |
| Vote 14 - Public Safety | | | | | | | | | | | | | | | | |
| Vote 15 - Finance and Admin 2 | | | | | | | | | | | | | | | | |
| **Total Revenue by Vote** | | 22,185 | 22,185 | 22,185 | 22,185 | 22,185 | 22,246 | 22,185 | 22,185 | 22,185 | 22,185 | 22,185 | 22,185 | 22,440 | 266,954 | 282,863 |
| **Expenditure by Vote to be appropriated** | | | | | | | | | | | | | | | | |
| Vote 1 - Finance & Admin | | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 3,070 | 36,837 | 34,052 | 35,585 | |
| Vote 2 - Executive & Council | | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 5,962 | 63,697 | 68,473 | | |
| Vote 3 - Community and Social Services | | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 2,254 | 27,035 | 28,551 | 29,581 | |
| Vote 4 - Internal Audit | | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 4,013 | 48,181 | 50,529 | 52,593 | |
| Vote 5 - Water Management | | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 5,942 | 71,300 | 74,004 | 79,874 | |
| Vote 6 - [NAME OF VOTE 6] | | 113 | 113 | 113 | 113 | 113 | 113 | 113 | 113 | 113 | 113 | 113 | 1,550 | 1,411 | 1,474 | |
| Vote 7 - Waste Management | | 893 | 893 | 893 | 893 | 893 | 893 | 893 | 893 | 893 | 893 | 893 | 10,718 | 11,192 | 11,735 | |
| Vote 8 - Energy Sources | | | | | | | | | | | | | | | | |
| Vote 9 - Planning and Development | | | | | | | | | | | | | | | | |
| Vote 10 - Sports and Recreation | | | | | | | | | | | | | | | | |
| Vote 11 - Road Transport | | | | | | | | | | | | | | | | |
| Vote 12 - Health | | | | | | | | | | | | | | | | |
| Vote 13 - Housing | | | | | | | | | | | | | | | | |
| Vote 14 - Public Safety | | | | | | | | | | | | | | | | |
| Vote 15 - Finance and Admin 2 | | | | | | | | | | | | | | | | |
| **Total Expenditure by Vote** | | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 22,246 | 266,954 | 282,863 | 300,252 | |
| **Surplus/(Deficit) before assoc.** | | (61) | (61) | (61) | (61) | (61) | 14 | (61) | (61) | (61) | (61) | 594 | 0 | (0) | (0) | (0) |
| Taxation | | | | | | | | | | | | | | | | |
| Share of central to ministries | | | | | | | | | | | | | | | | |
| Share of central (deficit) of associate | | 1 | (61) | (61) | (61) | (61) | 14 | (61) | (61) | (61) | (61) | 594 | 0 | (0) | (0) | (0) |
### Table 39 MBRR Table SA28 – Budgeted Income and expenditure (standard classification)
| Description | Ref | July | August | Sept. | October | Nov. | Dec. | January | Feb. | March | April | May | June | Budget Year 2020/21 | Medium Term Revenue and Expenditure Framework |
|------------------------------------------------------------------------------|-----|------|--------|-------|---------|------|------|----------|------|-------|-------|-----|------|---------------------|-----------------------------------------------|
| | | | | | | | | | | | | | | | |
| Multi-year expenditure to be appropriated | | | | | | | | | | | | | | | |
| Vote 1 - Finance & Admin | | | | | | | | | | | | | | | |
| Vote 2 - Executive & Council | | | | | | | | | | | | | | | |
| Vote 3 - Community and Social Services | | | | | | | | | | | | | | | |
| Vote 4 - Internal Audit | | | | | | | | | | | | | | | |
| Vote 5 - Water Management | | | | | | | | | | | | | | | |
| Vote 6 - Waste Management | | | | | | | | | | | | | | | |
| Vote 7 - Energy Sources | | | | | | | | | | | | | | | |
| Vote 8 - Planning and Development | | | | | | | | | | | | | | | |
| Vote 9 - Sport and Recreation | | | | | | | | | | | | | | | |
| Vote 10 - Road Transport | | | | | | | | | | | | | | | |
| Vote 11 - Health | | | | | | | | | | | | | | | |
| Vote 12 - Housing | | | | | | | | | | | | | | | |
| Vote 13 - Public Safety | | | | | | | | | | | | | | | |
| Vote 14 - Finance and Admin 2 | | | | | | | | | | | | | | | |
| Capital multiyear expenditure sub-total | | | | | | | | | | | | | | | |
| Single-year expenditure to be appropriated | | | | | | | | | | | | | | | |
| Vote 1 - Finance & Admin | | | | | | | | | | | | | | | |
| Vote 2 - Executive & Council | | | | | | | | | | | | | | | |
| Vote 3 - Community and Social Services | | | | | | | | | | | | | | | |
| Vote 4 - Internal Audit | | | | | | | | | | | | | | | |
| Vote 5 - Water Management | | | | | | | | | | | | | | | |
| Vote 6 - Waste Management | | | | | | | | | | | | | | | |
| Vote 7 - Energy Sources | | | | | | | | | | | | | | | |
| Vote 8 - Planning and Development | | | | | | | | | | | | | | | |
| Vote 9 - Sport and Recreation | | | | | | | | | | | | | | | |
| Vote 10 - Road Transport | | | | | | | | | | | | | | | |
| Vote 11 - Health | | | | | | | | | | | | | | | |
| Vote 12 - Housing | | | | | | | | | | | | | | | |
| Vote 13 - Public Safety | | | | | | | | | | | | | | | |
| Vote 14 - Finance and Admin 2 | | | | | | | | | | | | | | | |
| Total Capital Expenditure | | | | | | | | | | | | | | | |
### Table 39 MBRR Table SA29 – Budgeted monthly capital expenditure (functional classification)
| Description | Ref | July | August | Sept. | October | Nov. | Dec. | January | Feb. | March | April | May | June | Budget Year 2020/21 | Medium Term Revenue and Expenditure Framework |
|------------------------------------------------------------------------------|-----|------|--------|-------|---------|------|------|----------|------|-------|-------|-----|------|---------------------|-----------------------------------------------|
| | | | | | | | | | | | | | | | |
| Capital Expenditure - Functional | | | | | | | | | | | | | | | |
| Governance and administration | | | | | | | | | | | | | | | |
| Executive and council | | | | | | | | | | | | | | | |
| Finance and administration | | | | | | | | | | | | | | | |
| Internal audit | | | | | | | | | | | | | | | |
| Economy and public safety | | | | | | | | | | | | | | | |
| Community and social services | | | | | | | | | | | | | | | |
| Sport and recreation | | | | | | | | | | | | | | | |
| Public safety | | | | | | | | | | | | | | | |
| Housing | | | | | | | | | | | | | | | |
| Health | | | | | | | | | | | | | | | |
| Economic and environmental services | | | | | | | | | | | | | | | |
| Planning and development | | | | | | | | | | | | | | | |
| Road transport | | | | | | | | | | | | | | | |
| Environmental protection | | | | | | | | | | | | | | | |
| Public utilities | | | | | | | | | | | | | | | |
| Energy sources | | | | | | | | | | | | | | | |
| Water management | | | | | | | | | | | | | | | |
| Waste water management | | | | | | | | | | | | | | | |
| Waste management | | | | | | | | | | | | | | | |
| Other | | | | | | | | | | | | | | | |
| Total Capital Expenditure - Functional | | | | | | | | | | | | | | | |
| Funding by: | | | | | | | | | | | | | | | |
| National Government | | | | | | | | | | | | | | | |
| Provincial Government | | | | | | | | | | | | | | | |
| District Municipality | | | | | | | | | | | | | | | |
| Transfers and subsidies - capital (monetary allocations) National / Provincial | | | | | | | | | | | | | | | |
| Departmental Agencies, Households, Non-profit Institutions, Private Enterprises, Public Trusts | | | | | | | | | | | | | | | |
| Transfers recognised - capital | | | | | | | | | | | | | | | |
| Borrowing | | | | | | | | | | | | | | | |
| Internally generated funds | | | | | | | | | | | | | | | |
| Total Capital Funding | | | | | | | | | | | | | | | |
### Table 40 MBR SA 30 – Budgeted monthly cash flow
| MONTHLY CASH FLOWS | July | August | Sept. | October | November | December | January | February | March | April | May | June | Medium Term Revenue and Expenditure Framework |
|---------------------|------|--------|-------|---------|----------|----------|---------|----------|-------|-------|-----|------|-----------------------------------------------|
| **Cash Receipts By Source** | | | | | | | | | | | | | |
| Property tax | 1,544| 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544 | 1,544| 18,532| 19,422 |
| Service charges - electricity revenue | – | – | – | – | – | – | – | – | – | – | – | – | 20,354 |
| Service charges - water revenue | – | – | – | – | – | – | – | – | – | – | – | – | |
| Service charges - collection revenue | – | – | – | – | – | – | – | – | – | – | – | – | |
| Grants - related | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 327 | 343 |
| Rental of facilities and equipment | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 189 | 198 |
| Interest earned - external investments | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 80 | 695 | 1,001 |
| Interest earned - outstanding debtors | – | – | – | – | – | – | – | – | – | – | – | – | 1,049 |
| Other receipts | – | – | – | – | – | – | – | – | – | – | – | – | |
| Fines, penalties and forfeits | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 268 | 3,220| 3,375 |
| Licences and permits | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 466 | 5,593| 5,862 |
| Agency services | – | – | – | – | – | – | – | – | – | – | – | – | 6,143 |
| **Grants and Subsidies - Operational** | | | | | | | | | | | | | |
| Other grants | 60,687| 5,222 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401| 216,100| 228,550 |
| **Other Cash Flows by Source** | | | | | | | | | | | | | |
| Transfers and subsidies - capital (monetary allocators) (National & Provincial and District) | 16,601| | | | | | | | | | | | |
| Transfers and subsidies - capital (monetary allocators) (National Provincial Departmental Agencies, Households, Non-profit Financial Institutions, Private Enterprises, Public Corporations, Higher Educational Institutions) | 16,601| | | | | | | | | | | | |
| Proceeds on Disposal of Fixed and Intangible Assets | – | – | – | – | – | – | – | – | – | – | – | – | |
| Short-term loans | – | – | – | – | – | – | – | – | – | – | – | – | |
| Long-term refinancing | – | – | – | – | – | – | – | – | – | – | – | – | |
| Increase (decrease) in consumer deposits | – | – | – | – | – | – | – | – | – | – | – | – | |
| Decrease (increase) in non-current receivables | – | – | – | – | – | – | – | – | – | – | – | – | |
| Decrease (increase) in non-current investments | – | – | – | – | – | – | – | – | – | – | – | – | |
| **Total Cash Receipts by Source** | 78,689| 7,822 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401 | 2,401| 286,602| 283,636 |
| **Cash Payments by Type** | | | | | | | | | | | | | |
| Employee related costs | 7,095| 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095 | 7,095| 85,136| 88,967 |
| Remuneration of councilors | 1,121| 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121 | 1,121| 13,456| 14,984 |
| Other expenses | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 108 | 115 |
| Bulk purchases - Electricity | – | – | – | – | – | – | – | – | – | – | – | – | |
| Bulk purchases - Water & Sewer | – | – | – | – | – | – | – | – | – | – | – | – | |
| Other materials | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 2,110| 2,205 |
| Professional services | 2,637| 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637 | 2,637| 31,840| 31,626 |
| Transfers and grants - other municipalities | – | – | – | – | – | – | – | – | – | – | – | – | |
| Transfers and grants - other | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 93 | 1,120| 1,170 |
| Other expenditure | 3,794| 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794 | 3,794| 45,023| 47,577 |
| **Cash Payments by Type** | | | | | | | | | | | | | |
| Capital assets | 4,285| 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285 | 4,285| 51,425| 53,739 |
| Repayment of borrowing | – | – | – | – | – | – | – | – | – | – | – | – | |
| Other Cash Flows/Payments | – | – | – | – | – | – | – | – | – | – | – | – | |
| **Total Cash Payments by Type** | 19,210| 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210 | 19,210| 230,517| 230,457 |
| **NET INVESTMENT/EXPENDITURE IN CASH HELD** | | | | | | | | | | | | | |
| Cash/cash equivalents at the month/year begin | 48,682| 110,431| 98,845| 82,037 | 85,228 | 48,420 | 108,106 | 92,391 | 75,583 | 136,362| 118,564| 102,745| 49,692| 41,879| 47,274 |
| Cash/cash equivalents at the month/year end | 110,431| 98,845| 82,037| 65,228 | 48,420 | 109,198 | 92,391 | 75,583 | 136,362| 118,564| 102,745| 85,837| 129,516| 176,760|
| Description | Ref 1 | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Current Year 2019/20 | 2020/21 Medium Term Revenue & Expenditure Framework |
|-------------------------------------------------|-------|-------------------------|-------------------------|-------------------------|----------------------|--------------------------------------------------|
| | | | | | Original Budget | Adjusted Budget | Full Year Forecast | Budget Year 2020/21 | Budget Year +1 2021/22 | Budget Year +2 2022/23 |
| **Capital expenditure on new assets by Asset Class/Sub-class** | | | | | | | | | | |
| Infrastructure | | | | | | | | | | |
| Roads Infrastructure | | | | | | | | | | |
| Roads | 44,091| 20,704 | 18,096 | 21,918 | 33,840 | 33,840 | 33,840 | 33,500 | 35,008 | 36,583 |
| Storm water Infrastructure | | | | | | | | | | |
| Drainage Collection | | | | | | | | | | |
| Storm water Conveyance | | | | | | | | | | |
| Attenuation | | | | | | | | | | |
| Electrical Infrastructure | | | | | | | | | | |
| Power Plants | | | | | | | | | | |
| HV Substations | | | | | | | | | | |
| HV Switching Station | | | | | | | | | | |
| HV Transmission Conductors | | | | | | | | | | |
| MV Substations | | | | | | | | | | |
| MV Switching Stations | | | | | | | | | | |
| MV Networks | | | | | | | | | | |
| LV Networks | | | | | | | | | | |
| Community Assets | | | | | | | | | | |
| Community Facilities | 4,922 | 13,962 | 14,352 | 12,000 | 1,323 | 1,323 | – | – | – | – |
| Halls | 4,922 | 13,962 | 12,134 | 12,000 | 1,269 | 1,269 | – | – | – | – |
| Sport and Recreation Facilities | | | | | | | | | | |
| Indoor Facilities | | | | | | | | | | |
| Outdoor Facilities | | | | | | | | | | |
| Capital Spares | | | | | | | | | | |
| Other assets | | | | | | | | | | |
| Operational Buildings | | | | | | | | | | |
| Municipal Offices | | | | | | | | | | |
| Intangible Assets | | | | | | | | | | |
| Services | | | | | | | | | | |
| Licences and Rights | | | | | | | | | | |
| Water Rights | | | | | | | | | | |
| Effluent Licenses | | | | | | | | | | |
| Solid Waste Licenses | | | | | | | | | | |
| Computer Software and Applications | | | | | | | | | | |
| Load Settlement Software Applications | | | | | | | | | | |
| Unspecified | | | | | | | | | | |
| Computer Equipment | 146 | 1,001 | 151 | 400 | 470 | 470 | 200 | 200 | 218 |
| Furniture and Office Equipment | | | | | | | | | | |
| Machinery and Equipment | | | | | | | | | | |
| Transport Assets | 4,204 | 3,751 | 898 | 7,200 | 7,200 | 7,200 | – | – | – | – |
| Land | | | | | | | | | | |
| Zoo's, Marine and Non-biological Animals | | | | | | | | | | |
| Total Capital Expenditure on new assets | 1 | 53,363 | 39,418 | 40,562 | 67,378 | 44,543 | 44,543 | 35,425 | 37,019 | 38,685 |
| Description | Ref | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|--------------------------------------------------|-----|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|---------------------|-----------------------|------------------------|
| **Repairs and maintenance expenditure by Asset Class/Sub-class** | | | | | | | | | | |
| Infrastructure | | 6,834 | 1,134 | 3,543 | 1,600 | 2,100 | 2,100 | 3,500 | 3,658 | 3,822 |
| Roads Infrastructure | | 6,609 | 1,050 | 3,543 | 1,600 | 2,100 | 2,100 | 3,500 | 3,658 | 3,822 |
| Roads | | 6,609 | 936 | 114 | 3,543 | | | | | |
| Road Structures | | | | | | | | | | |
| Road Furniture | | | | | | | | | | |
| Capital Spares | | | | | | | | | | |
| Storm water Infrastructure | | 207 | – | – | – | – | – | – | – | – |
| Drainage Collection | | 207 | | | | | | | | |
| Community Assets | | 1,232 | 314 | 328 | 200 | 200 | 200 | – | – | – |
| Community Facilities | | 1,232 | 314 | 328 | 200 | 200 | 200 | – | – | – |
| Libraries | | – | – | 328 | 200 | 200 | 200 | | | |
| Other assets | | 1,505 | 509 | – | 450 | 280 | 280 | 1,700 | 1,777 | 1,856 |
| Operational Buildings | | 1,505 | 509 | – | 450 | 280 | 280 | 1,700 | 1,777 | 1,856 |
| Municipal Offices | | 1,505 | 509 | – | 450 | 280 | 280 | 1,500 | 1,568 | 1,638 |
| Pay/Enquiry Points | | | | | | | | | | |
| Building Plan Offices | | | | | | | | | | |
| Workshops | | | | | | | | 200 | 209 | 218 |
| Yards | | | | | | | | | | |
| Computer Equipment | | 163 | 67 | 48 | 81 | 81 | 81 | 95 | 99 | 104 |
| Computer Equipment | | 163 | 67 | 48 | 81 | 81 | 81 | 95 | 99 | 104 |
| Furniture and Office Equipment | | 4 | – | – | – | – | – | – | – | – |
| Machinery and Equipment | | 26 | 59 | 175 | 430 | 650 | 650 | 700 | 732 | 764 |
| Transport Assets | | 1,467 | 2,240 | – | 1,800 | 600 | 600 | 1,897 | 1,983 | 2,072 |
| Land | | – | – | – | – | – | – | – | – | – |
| Zoo's, Marine and Non-biological Animals | | – | – | – | – | – | – | – | – | – |
| Total Repairs and Maintenance Expenditure | | 11,285 | 4,322 | 4,094 | 4,561 | 3,911 | 3,911 | 7,892 | 8,247 | 8,618 |
| R&M as a % of PPE | | 4.1% | 1.5% | 1.4% | 1.4% | 1.2% | 1.2% | 2.5% | 2.5% | 2.5% |
| R&M as % Operating Expenditure | | 5.6% | 2.5% | 1.8% | 2.2% | 1.9% | 1.9% | 3.6% | 3.6% | 3.5% |
| Description | Ref 1 | 2016/17 Audited Outcome | 2017/18 Audited Outcome | 2018/19 Audited Outcome | Original Budget | Adjusted Budget | Full Year Forecast | 2020/21 Budget Year | +1 2021/22 Budget Year | +2 2022/23 Budget Year |
|-------------------------------------------------|-------|-------------------------|-------------------------|-------------------------|----------------|----------------|-------------------|---------------------|------------------------|------------------------|
| **Depreciation by Asset Class/Sub-class** | | | | | | | | | | |
| **Infrastructure** | | | | | | | | | | |
| Roads Infrastructure | | | | | | | | | | |
| Roads | 12,896| 13,363 | 12,885 | 13,955 | 13,955 | 13,955 | 18,465 | 23,234 | 26,290 | |
| Road Structures | | | | | 165 | 165 | 165 | 175 | 183 | 191 |
| Road Furniture | | | | | 290 | 290 | 290 | 303 | 317 | |
| Capital Spares | | | | | | | | | | |
| Solid Waste Infrastructure | | | | | | | | | | |
| Landfill Sites | | | | | | | | | | |
| Waste Transfer Stations | | | | | | | | | | |
| Waste Processing Facilities | | | | | | | | | | |
| Waste Drop-off Points | | | | | | | | | | |
| Waste Separation Facilities | | | | | | | | | | |
| Electricity Generation Facilities | | | | | | | | | | |
| Capital Spares | | | | | | | | | | |
| **Community Assets** | | | | | | | | | | |
| Community Facilities | | | | | | | | | | |
| Halls | | | | | | | | | | |
| Centres | | | | | | | | | | |
| Crèches | | | | | | | | | | |
| Clinics/Care Centres | | | | | | | | | | |
| Fire/Ambulance Stations | | | | | | | | | | |
| Testing Stations | | | | | | | | | | |
| Museums | | | | | | | | | | |
| Galleries | | | | | | | | | | |
| Theatres | | | | | | | | | | |
| Libraries | | | | | | | | | | |
| Cemeteries/Crematoria | | | | | | | | | | |
| Staffs | | | | | | | | | | |
| Abattoirs | | | | | | | | | | |
| Airports | | | | | | | | | | |
| Taxi Ranks/Bus Terminals | | | | | | | | | | |
| Capital Spares | | | | | | | | | | |
| Sport and Recreation Facilities | | | | | | | | | | |
| Indoor Facilities | | | | | | | | | | |
| Outdoor Facilities | | | | | | | | | | |
| Capital Spares | | | | | | | | | | |
| **Other assets** | | | | | | | | | | |
| Operational Buildings | | | | | | | | | | |
| Municipal Offices | | | | | | | | | | |
2.12 Legislation compliance status
Compliance with the MFMA implementation requirements have been substantially adhered to through the following activities:
- In year reporting
Reporting to National Treasury in electronic format was fully complied with on a monthly basis. Section 71 reporting to the Mayor (within 10 working days) has progressively improved.
- Internship programme
The municipality is participating in the Municipal Financial Management internship programme and currently has 1 intern employed and has finished MFMP training on various divisions of the Financial Services Department. The other 4 interns will be employed in due cause HR unit has advertised the posts to local newspapers in the month of January 2020.
- Budget and Treasury Office
The Budget and Treasury Office has been established in accordance with the MFMA.
- Audit Committee
An Audit Committee has been established as is fully functional.
- Service Delivery and Implementation Plan
The detail SDBIP document is at a draft stage a final plan will be finalized after the approval of the 2020/2021 MTERF in May 2020.
- Annual Report
Annual report is compiled in terms of the MFMA and National Treasury requirements and was tabled to Council in January 2020.
- Policies
Budget related policies are being reviewed currently and will be finalized and approved by council in May 2020.
2.13 Other supporting documents
IDP copy is attached to this document as annexure E supporting document.
2.14 Municipal manager's quality certificate
I, **Nonhlanhla P. Gamede**, municipal manager of Umhlabuyalingana Municipality, hereby certify that the Municipal Finance Management Act and the regulation made under the Act, and that the draft annual budget and supporting documents are consistent with the Integrated Development Plan of the municipality.
Print Name - Nonhlanhla P Gamede
Municipal manager of Umhlabuyalingana Municipality (KZN 271)
Signature
Date | b29d8297-8c3c-43cb-9de6-7435ecaf5830 | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 403,609 |
PRESUPUESTOS GENERALES DEL ESTADO
ANEXO DE INVERSIONES REALES PARA 2016 Y PROGRAMACIÓN PLURIANUAL
PRESUPUESTOS GENERALES DEL ESTADO
ANEXO DE INVERSIONES REALES PARA 2016 Y PROGRAMACIÓN PLURIANUAL
PRESUPUESTOS GENERALES DEL ESTADO
ANEXO DE INVERSIONES REALES PARA 2016 Y PROGRAMACIÓN PLURIANUAL
PRESUPUESTOS GENERALES DEL ESTADO
ANEXO DE INVERSIONES REALES PARA 2016 Y PROGRAMACIÓN PLURIANUAL | <urn:uuid:789f419e-53c5-406e-8a3d-c6ce4b11a0cc> | HuggingFaceFW/finepdfs/tree/main/data/spa_Latn/train | finepdfs | spa_Latn | 398 |
One Body to Function
Jeremy has an old Morris Minor. He bought it before he took his driving test and drove it for a year or two after he passed. Then he decided to take it to pieces to do a complete repair and rebuild it. The gearbox is fixed and stands spotlessly clean in his bedroom. The engine has been repaired and is in a friend's workshop. The main chassis has been sandblasted and welded, ready for rust treatment and painting, and is another corner of the workshop. The back axle is in our old caravan with some of the bodywork. Some other bits are in our garage. He has still got all the parts (as far as we know!) but has he got a Morris Minor? What advice would we give him?
"Get all the parts working!" That seems like the answer, doesn't it? Well, he has certainly made some progress. I think the engine, gearbox and back axle work all right, anyway! Quite a bit of painting to do, though, plus some other repairs... Once he has got all the parts in top working order, will he have a Morris Minor again? Oh, just one little problem – they are not all together in one place!
"Get all the parts together!" Certainly a good idea; pretty obvious, really! It may not matter too much exactly where he collects them, though probably his bedroom is not the best place! I reckon that our friend's workshop might be just about ideal. It's nice and big and everything is out of the rain. He just needs to get all the parts working and together in one place, and he will have his car – or will he?
I don't need to take the picture any further, do I? We all know that just getting the individual parts working and bringing them into one place together won't get Jeremy his car back. He needs to fit them together properly, in right relationship with each other, with the proper lubrication and adjustment. Then he needs to make sure that the battery is charged and that there is petrol in the tank, oil in the sump, water in the radiator, hydraulic fluid in the braking system and air in the tyres. Once he has done all these (and a lot more besides), his car will be complete and ready to drive. Only then will he really have his old "Moggie" again, and not until then will it be able to do what it was designed for.
The Lord Jesus has a similar problem, although (unlike Jeremy) he did not cause it himself. He has all these parts scattered about in all sorts of unlikely places, many of which are 'rusty' or 'jammed' and don't work properly. Some have never functioned properly and it is difficult for anyone but the Designer to see how they could possibly fit in anywhere. Others are working OK in themselves but have never seen the need to be joined to any other parts! This isn't car bodywork, it is Church Body work!
Every Part Working Properly. This is important but many Christians think it is impossible, confusing maturity with perfection. Parts of our learning to work properly as members of the Body of Christ are... Learning how to deal with our own sin and failure, how to step from repentance and forgiveness straight back into a real walk with God... Learning to hear and recognise the voice of God for ourselves, not just according to the latest book we have read... Learning to stand in our inheritance in the Lord Jesus Christ, appreciating more and more the power of his blood, his death, his burial, resurrection and glorious place at the Father's right hand... Learning to let him re-shape our lives... Learning to use the Name of Jesus in prayer and spiritual warfare... Learning to appreciate him in worship... Learning to use spiritual gifts...
Many of these overlap with each other and spill into our lives with other people, but they are about our own personal development as disciples of the Lord Jesus Christ – essential to make sure that we work properly in the functioning Body!
In Hebrews 5:11-14, the contrast is drawn between infants (Greek 'nepios' – a child unable to talk) and 'the mature' (Greek 'teleios' – adult, mature, 'complete') and the expectation is clear that the readers should have grown up by now, and should be able to discern for themselves between good and evil, without having to be taken through the basics again.
In many of his letters, Paul emphasises the vital need for maturity, and especially in connection with the need for the Church to function properly. See 1 Corinthians 14:20, Ephesians 4:11-16, Colossians 1:28 & 4:12. If we see that 'maturity' means 'completeness', we may begin to see that it involves both our individual growth and our being built together. It should also become clear that the growth of the whole body depends on the proper working of each part, and that our Father God is committed to bring us all to maturity. Using a different picture, he is determined for his Son to have a bride who has made herself ready, without spot of immaturity or wrinkle of senility. It is not vanity for us to think of becoming more mature, it is simply agreement with God's purpose for us. To deny this purpose is rebellion!
A Local Body? Much of 1 Corinthians was written to reverse the division which had set in there. The Church in Corinth had begun to fragment into factions and there was division in their meeting together. People had begun to pull away from their relationships with each other in Christ and form groups with special loyalties to leaders. Paul told them that their divisions proved their immaturity – he calls them 'babes' ('nepios' again), simply because they had set up personal loyalties. See 1 Corinthians 3:1-9 . When they came together to take the bread and wine, these divisions were evident, and Paul said that their meeting was actually damaging rather than beneficial. They did not discern the Lord's Body rightly and as a result some of them were sick and some had died. This is in 1 Corinthians 11:17-34 , part of which is the familiar passage which we often read as we break bread. Chapter 12 is the well-known passage about the various parts of the body not being able to do without the other parts, in which Paul makes two parallel statements. In verses 12 &13 he says that all believers are in the one Body of Christ. Then, in verse 27 , he says, "Now you are Christ's body, and individually members of it." Here are two aspects of the Body. Firstly, all Christians everywhere are members of the Body of Christ. Secondly, the Corinthian believers are the Body of Christ there in Corinth.
Paul does not only say this to the Corinthians. Romans 15:5-7 is clear. Galatians 3:26-28 is interesting. In the verses immediately before, Paul has been saying 'we', talking about what God has done for all believers in Christ. Then he starts to apply it to their own situations and says 'you are all one in Christ Jesus' – right there in their own church fellowships spread across Galatia. In Ephesians 2:11-21, he writes about the unity of all believers, and how we are all being built together into a temple in the Lord. Then, in verse 22, he turns it round to the local church and says, 'you also are being built together into a dwelling of God in the Spirit' – the universal needs to become real locally. In Philippians 1:27 and 2:2 he makes it clear that part of living in a manner worthy of the good news of Christ is to stand firm together with one spirit and one mind. Again, in Colossians 3:15, he says 'you were called in one body'. With all this strong encouragement to be one body together locally, simple exhortations like 'Live at peace with one another' (1 Thessalonians 5:13) begin to take on more meaning.
We have seen Paul's intense desire to see corporate maturity in the churches he served. His fellow workers shared it. In Colossians 4:12, Epaphras longs to see his home church stand mature and fulfilled in all the will of God. In Philippians 2:19-21, Timothy is concerned for the Lord's interests, not his own. And what are the Lord's interests? We may not realise that, as he prayed in John 17, Jesus cried out to his Father that his followers should be made mature / complete ('teleios') into one, a unit ( verse 23 , literally).
This is beginning to look uncomfortably practical and visible; we cannot simply leave it with 'Christian things' in a separate compartment of our lives. It has enormous implications. If we live in a place, we are part of the Body of Christ in that place. Where does that leave 'commuting' to another fellowship meeting miles away, for whatever reason? What about divisions between some local Christians? They are much deeper than the ones that split the Body in Corinth!
On a practical level, we are not likely to see total local Christian unity overnight. However, if we long for full maturity, we need to see that we will only come anywhere near it as we grow together. The costs are higher than we may imagine, but so is the prize! God's purposes are delayed by our disobedience. We need to ponder that for a while!
Leaders have a particularly difficult task if they seek to move 'their' fellowships towards functioning as part of one body with others locally. Their own position, status and probably income are all at risk. Misunderstanding from other local leaders who may be suspicious or defensive; criticism from their own 'flock' as 'our church' seems to be under threat – so much easier to leave things as they are!
All of us have various vested interests. Many of us are more resistant to change than we think. We may find ourselves in favour of unity but keen to preserve the special features of 'our church'. At the very least, we need to start to function together with those in the fellowship where we are already. We can certainly grow on our own, up to a point, but that leaves us like many well maintained car parts, dotted about singly on the workshop floor, or perhaps in little separate heaps – certainly not as a working vehicle!
This is not just some 'special vision for these days'. It has always been God's purpose for those who are joined to the Lord Jesus Christ to be one with each other, both practically and spiritually. These New Testament passages should at least start to convince us that it is his will for us all to be together with the other believers in the area where we live. Our Father is committed to bringing us to maturity together. Whether we will trust him enough to begin doing something about it is up to us.
Dave Taylor December 1998
Further copies can be downloaded from www.justonecandle.uk | <urn:uuid:e44192b7-b300-43c4-9958-b33ce175fa6d> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 10,418 |
WESTERN PUBLISHING COMPANY Cambridge, Maryland
Site Location
The Western Publishing Company is located at Woods Road in an industrial part of the City of Cambridge, Dorchester County, Maryland. U.S. Route 50 is about ¼ mile northeast of the property. The site is surrounded by the Airpax Company and a vacant building to the east, Cambridge Wire Cloth to the west, three commercial enterprises to the south, and an 84 Lumber Company on the south. The facility occupies 11 acres and is comprised of one main building that housed the administrative offices, the production area and warehouse.
Four storage tanks were located north of the building near the parking lot. One 10,000-gallon underground storage tank stored #4 fuel oil for firing the boilers, and was also used for mixing the fuel oil with the still bottoms from the recovery still plant. This tank was subsequently removed. Three 1,500-gallon aboveground storage tanks are located at the facility. However, only one tank is currently being used to store roller wash. The fourth aboveground storage tank was an empty 20,000-gallon tank that purportedly was never used by Western Publishing and has been removed.
Site History
The Phillips family previously owned the Western Publishing site as far back as 1910. The company was involved in several businesses that included food processing. Deed records show that Consolidated Foods Corporation sold the property to Western Publishing Company in May 1961. Western Publishing used the property for commercial printing and binding. The waste products from the processes were used oil, spent solvent, fountain solution, used plates, solvent vapor, dryer exhaust, and scrap paper.
The company had a wastewater discharge permit from the City of Cambridge, first obtained in 1986; a state oil-handling permit; and five State air management permits obtained in 1983.
Environmental Investigations
In March 1982, the Maryland Department of Health and Mental Hygiene (DHMH) observed an oil spill in a drum storage area outside the Western Publishing building. The contaminated area was approximately 700 square feet. Western Publishing cleaned up three 30-gallon drums of oil-contaminated soil and gravel from the area and disposed of it at the Dorchester County Landfill Site #3 on April 16, 1982.
In 1989, the Maryland Department of the Environment's Hazardous and Solid Waste Management Administration (MDE HSWMA) prepared an Environmental Priorities Initiative/ Preliminary Assessment report of the Western Publishing facility. During the site inspection, HSWMA noted that the company mixed waste still bottoms with the fuel oil for burning in boilers, and referred the information to MDE's Air Management Administration for investigation of a potential air permit violation. The Air Management Administration responded that they notified Western Publishing that any waste fluid burning at the facility should cease and desist immediately, and were preparing a corrective order to that effect. The HSWMA also noted that soiled absorbent material was disposed of in an on-site dumpster that went to the Dorchester County landfill. The observation was referred to HSWMA's Enforcement Division for investigation. In December 1997, the site was purchased by Mail-Well Graphics, Inc., which currently operates the facility.
Current Status
This site is on the State Master List that identifies potential hazardous waste sites in Maryland. The Master List includes sites currently identified by the Environmental Protection Agency's (EPA) Comprehensive Environmental Response, Compensation and Liability Information System. EPA has given the site a designation of No Further Remedial Action Planned (NFRAP). The designation of NFRAP by EPA does not mean that MDE has reached the same conclusion concerning further investigation at the site. The information contained in the fact sheet presents a summary of past investigations and site conditions currently known to MDE.
Facility Contact
Arthur O'Connell, Chief Site and Brownfields Assessments/State Superfund 410-537-3493 | <urn:uuid:33213271-58fd-43e1-854c-81fb47609de5> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 4,086 |
CONVENZIONE
TRA
La Presidenza del Consiglio dei Ministri – Dipartimento della Funzione Pubblica (di seguito DFP), con sede in Corso Vittorio Emanuele II n. 116 – 00186 Roma, C.F.: 80243510585, legalmente rappresentato, per la firma del presente atto, dal cons. Marco De Giorgi, Direttore generale dell'Ufficio per la valutazione della performance, domiciliato per la carica presso la sede del DFP, giusta delega ID 24325363 in data 18luglio 2019 del Capo Dipartimento cons. Maria Barilà
E
il Formez P.A. – Centro servizi, assistenza, studi e formazione per l'ammodernamento delle P.A., (di seguito Formez PA), con sede in Roma viale Marx n. 15 – 00137 Roma, C.F.: 80048080636, P.I.: 06416011002, legalmente rappresentato, per la firma del presente atto dalla dott.ssa Luisa Calindro, in qualità di Commissario straordinario
ENTRAMBI DI SEGUITO DENOMINATI "LE PARTI"
PREMESSO CHE
* Il DFP è la struttura della Presidenza del Consiglio dei Ministri alla quale è affidato il presidio delle politiche di riforma e modernizzazione delle pubbliche amministrazioni e che assicura il supporto al Ministro per la semplificazione e la pubblica amministrazione nello svolgimento dei compiti delegati dal Presidente del Consiglio dei Ministri;
* nella seduta del Consiglio dei ministri del 23 novembre 2017, previa intesa raggiunta in sede di Conferenza unificata del medesimo giorno, è stato approvato il "Piano strategico nazionale contro la violenza maschile sulle donne (2017-2020)", il quale definisce la strategia complessiva per dare attuazione alla "Convenzione del Consiglio d'Europa sulla prevenzione e la lotta contro la violenza nei confronti delle donne e la violenza domestica" (Istanbul 11 maggio 2011) attraverso un percorso condiviso tra tutti gli attori istituzionali e non, coinvolti nella tematica, secondo una logica di partenariato e di definizione di politiche integrate;
* al fine di dare attuazione al Piano strategico il Sottosegretario alla Presidenza del Consiglio con delega alle Pari Opportunità ha sottoscritto, in data 25 settembre 2018, un decreto relativo alla costituzione della Cabina di regia interministeriale sulla violenza maschile contro le donne, e, in data 25 ottobre 2018, il decreto relativo all'istituzione del Comitato tecnico antiviolenza;
* a seguito della riunione del Comitato Tecnico di supporto alla Cabina di regia del predetto Piano, svoltasi il 29 gennaio 2019, sono state stabilite le diverse azioni da porre in essere da parte dei soggetti coinvolti secondo un Piano operativo dettagliato, in base al quale, il DFP ha previsto di sviluppare, per la parte di propria competenza, alcune linee di intervento nell'ambito dell'asse "Assistenza e promozione", consistenti nel promuovere un'azione di informazione e formazione rivolta a tutti i dipendenti pubblici, anche attraverso il coinvolgimento delle amministrazioni, sul tema del contrasto alla violenza e alle discriminazioni di genere, insieme ad un'azione di rafforzamento del ruolo svolto dai Comitati Unici di Garanzia (CUG) nelle P.A. attraverso la costituzione di un apposito network nazionale secondo le indicazioni contenute nella Direttiva n. 2/2019 in materia di pari opportunità;
* con D.Lgs. 25 gennaio 2010, n. 6, è stata prevista la riorganizzazione del Centro di formazione studi (FORMEZ), a norma dell'art. 24 della legge 18 giugno 2009, n. 69;
* l'ANAC, con delibere n. 1042 del 14/11/2018 e n. 217 del 26/03/2019, ha effettuato l'iscrizione del Formez PA nell'elenco delle amministrazioni aggiudicatrici e degli enti aggiudicatori che operano mediante affidamenti diretti nei confronti di proprie società "in house", di cui all'art. 192, comma 1, del Decreto Legislativo 50/2016, quale Ente in house della Presidenza del Consiglio dei Ministri e delle amministrazioni associate indicate nelle citate delibere;
* con Atto ID 24325363 del 18luglio 2019 il Capo del DFP ha delegato il cons. Marco De Giorgi, Direttore dell'Ufficio per la valutazione della performance, alla sottoscrizione, previa verifica di congruità, di una Convenzione con Formez PA, della durata di 24 mesi, per le attività sopra specificate, alla sua gestione amministrativa, finanziaria e contabile nonché all'adozione dei relativi decreti di approvazione, impegno e pagamento, previa verifica della corretta e regolare esecuzione, da imputarsi sulle risorse finanziarie del cap. 408 "Interventi di rafforzamento della capacità amministrativa per la modernizzazione e la digitalizzazione della P.A. ivi compreso lo sviluppo di banche dati" del C.d.R. 6 "Funzione pubblica", che presenta la necessaria capienza per il triennio 2019-2021, fino ad un massimo di € 400.000,00=;
* con nota prot. DFP 23640 in data 8 aprile 2019 il DFP ha richiesto a Formez PA la disponibilità e gli elementi utili a verificare la fattibilità giuridico – amministrativa e tecnica di un servizio di supporto, per un periodo di 24 mesi, al fine di realizzare azioni di formazione e informazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia;
* con nota prot. UBRRAC 17163 del 1 luglio 2019 è stato comunicato al DFP il preventivo assenso, da parte del Segretario generale, all'assunzione dell'impegno pluriennale ad esigibilità sul cap. 408 relativo alla sottoscrizione della presente Convenzione;
* Formez PA, con nota prot. U – 011052 del 19 luglio 2019, ha inoltrato la proposta progettuale richiesta;
* con atto ID 24341285 del 19 luglio 2019 il Direttore dell'Ufficio per la valutazione della performance ha sottoscritto la Relazione di congruità, ai sensi dell'art. 192, comma 2, del D.Lgs. 50/2016, sull'affidamento all'ente in house Formez PA delle attività di supporto per la realizzazione delle azioni sopra descritte;
* con Atto ID 24428289 del 26 luglio 2019 il Direttore dell'Ufficio per la valutazione della performance ha determinato di procedere alla sottoscrizione di una Convenzione con Formez PA per le attività di supporto per la realizzazione di azioni di formazione e informazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia.
TUTTO CIÒ PREMESSO SI CONVIENE E SI STIPULA QUANTO SEGUE
Art. 1 Premesse
Le premesse costituiscono parte integrante e sostanziale del presente atto.
Art. 2 Oggetto e finalità
Oggetto della presente Convenzione è la fornitura di supporto tecnico e amministrativo al Dipartimento della funzione pubblica per la realizzazione di azioni di formazione e informazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia.
Le finalità che si intendono perseguire sono formare e sensibilizzare i dipendenti pubblici italiani sul tema del contrasto alla violenza e alle discriminazioni di genere, in attuazione di quanto previsto nel "Piano strategico nazionale sulla violenza maschile contro le donne". Il progetto si pone inoltre l'obiettivo di rafforzare il ruolo svolto dai CUG nell'amministrazione pubblica attraverso la costituzione di un network nazionale secondo le indicazioni contenute nella Direttiva n. 2/2019 in materia di pari opportunità.
In particolare le attività oggetto del servizio di supporto sono identificate nelle seguenti linee:
1. realizzazione di un modulo di formazione generalista rivolta a tutti i dipendenti pubblici sui temi della violenza di genere, sia fisica che psicologica, incluso il mobbing e le molestie sul posto di lavoro, con un target potenziale di circa tre milioni di persone. Il progetto didattico della formazione, da erogare a distanza, sarà curato dal DFP di intesa con la Scuola Nazionale dell'Amministrazione;
2. attività di comunicazione per la divulgazione delle iniziative di informazione e formazione dei pubblici dipendenti promosse dal DFP anche attraverso azioni di animazione nelle amministrazioni;
3. creazione di un network nazionale dei CUG, coordinato dal DFP, attraverso uno spazio web su cui erogare anche moduli specialistici di formazione.
Le tre linee di attività sono ulteriormente specificate nell'allegata Scheda di progetto, parte integrante della presente Convenzione.
Art.3 Durata ed efficacia
La presente Convenzione, immediatamente vincolante per Formez PA fin dalla data di sottoscrizione, è efficace a decorrere dal giorno successivo a quello di comunicazione, dal DFP a Formez PA, dell'avvenuta registrazione da parte dei competenti Organi di controllo e ha una durata di 24 mesi.
Formez PA si impegna a realizzare il progetto secondo la tempistica e le modalità indicate nell'allegata Scheda progetto e nel Piano esecutivo di cui all'articolo 4.
Il DFP e Formez PA in qualsiasi momento, possono concordare per iscritto le modifiche e le integrazioni alla presente Convenzione che si dovessero manifestare e ritenere utili o necessarie alla prosecuzione o al miglioramento delle attività ivi previste.
Art. 4 Modalità di realizzazione
Il DFP definisce gli indirizzi strategici e gli obiettivi operativi delle attività oggetto della Convenzione e svolge il controllo in itinere sulle modalità di esecuzione delle attività da parte di Formez PA.
Le attività di cui all'articolo 2 sono svolte da Formez PA previa presentazione, entro 30 (trenta) giorni dalla data di sottoscrizione della presente Convenzione, di un Piano esecutivo recante una descrizione dettagliata delle attività oggetto del servizio e corredato da un cronoprogramma e da un Piano finanziario, soggetto ad approvazione del DFP.
Formez PA è direttamente responsabile, nell'ambito degli indirizzi impartiti dal DFP, della completa e regolare realizzazione delle attività oggetto della presente Convenzione e opera in conformità alle modalità indicate nel Piano esecutivo approvato.
Formez PA assicura la realizzazione del progetto anche attraverso la costituzione di un apposito gruppo di lavoro, che deve essere specificato nel Piano esecutivo con l'indicazione del profilo di competenza, del livello di esperienza minimo, dell'impegno in giornate/persona stimato e del relativo costo medio per categorie di personale interno e costo a tariffa giornaliera per personale esterno. Qualsiasi modifica delle attività in corso di attuazione, rispetto a quanto previsto nel Piano esecutivo, deve essere autorizzata dal DFP che si riserva di non riconoscere spese relative ad attività non precedentemente autorizzate.
Art. 5 Responsabili del procedimento
Per il DFP è designato Responsabile Unico del Procedimento la dott.ssa Rosaria Giannella, dirigente di staff dell'Ufficio per la valutazione della performance.
Entro 15 (quindici) giorni dalla stipula della Convenzione, Formez PA comunica al DFP il nominativo del Responsabile del Progetto.
Ogni variazione relativa ai nominativi dovrà essere tempestivamente comunicata alla controparte.
Art. 6 Finanziamento e rendicontazione
Per l'esecuzione delle attività oggetto della presente Convenzione, il DFP corrisponde a Formez PA, a copertura delle spese sostenute, un importo massimo pari ad € 400.000,00 (quattrocentomila/00), fuori campo applicazione IVA in quanto attività istituzionale, da versare sul conto IT83C0100503239000000000018 intrattenuto presso l'Istituto BNL Ag. 9 di Via salaria n. 229, Roma.
Formez PA comunica al DFP l'elenco delle consulenze, degli incarichi professionali eventualmente affidati per lo svolgimento delle attività di supporto e degli altri costi sostenuti, comprensivo dei relativi importi e del tipo di servizio realizzato.
I costi devono essere rendicontati nel rispetto delle regole di ammissibilità previste dalla normativa nazionale di riferimento. In particolare, per quel che concerne le risorse interne, è rendicontato il costo aziendale effettivo delle ore/persona sostenuto per qualifica professionale, quantificato sulla base del vigente contratto collettivo di lavoro del comparto di riferimento, mentre le altre voci di costo seguono il criterio del costo effettivamente sostenuto (opportunamente giustificato da fatture/ricevute debitamente quietanzate). Per quel che concerne invece i costi indiretti si riconosce un tasso forfettario non superiore al 15% dei costi diretti. Il suindicato importo è erogato nel modo seguente:
1) una prima tranche di pagamento, pari al 20% dell'ammontare complessivo, successivamente all'approvazione del Piano esecutivo di cui all'articolo 4, dietro presentazione di apposita richiesta corredata di nota di debito;
2) i pagamenti intermedi sono disposti a cadenza semestrale previa presentazione della seguente documentazione:
a. formale richiesta di erogazione del pagamento intermedio;
b. relazione tecnica periodica che dia conto dello stato di avanzamento delle attività svolte, articolata sulla base delle attività previste nel Piano esecutivo, del personale del Gruppo di lavoro impiegato e dell'andamento degli indicatori di risultato con l'indicazione degli eventuali scostamenti registrati nel raggiungimento degli obiettivi;
c. dichiarazione sostitutiva di atto di notorietà (ex art. 47 D.P.R. 28 dicembre 2000, n. 445) relativa alle spese effettivamente sostenute per la realizzazione delle attività così come descritto nella relazione tecnica al punto precedente, che devono corrispondere a pagamenti effettuati;
d. rendiconto dettagliato delle spese effettivamente sostenute di cui al punto precedente, articolato in coerenza con il Piano finanziario contenuto nel Piano esecutivo;
e. dichiarazione attestante l'adempimento di tutte le prescrizioni fiscali e previdenziali;
Il totale cumulato dei pagamenti della prima tranche e dei pagamenti intermedi non potrà superare il 80% del costo complessivo;
3) il pagamento del saldo è disposto previa presentazione della seguente documentazione:
a.
formale comunicazione della data di conclusione delle attività;
b. formale richiesta di erogazione del saldo;
c. relazione tecnica conclusiva sulle attività svolte, articolata sulla base delle attività previste nel Piano esecutivo di cui all'articolo 4;
d. dichiarazione sostitutiva di atto di notorietà (ex art. 47 D.P.R. 28 dicembre 2000, n. 445) relativa alle spese effettivamente sostenute per la realizzazione delle attività così come descritto nella relazione tecnica al punto precedente che devono corrispondere a pagamenti effettuati;
e. rendiconto analitico delle spese effettivamente sostenute di cui al punto precedente articolato in coerenza con il Piano finanziario contenuto nel Piano esecutivo;
f. dichiarazione attestante l'adempimento di tutte le prescrizioni fiscali e previdenziali.
La richiesta di saldo deve essere presentata completa della documentazione citata entro 90 (novanta) giorni dalla data di conclusione delle attività.
Tutta la documentazione sopra specificata deve essere trasmessa, sottoscritta digitalmente, al DFP mediante pec al seguente indirizzo: firstname.lastname@example.org.
Le note di debito relative a ciascuna erogazione devono essere emesse da Formez PA, in formato elettronico secondo le vigenti disposizioni (codice IPA: TIEG0H), a seguito di specifica autorizzazione e previa positiva valutazione della documentazione sopra specificata da parte del DFP che si esprime entro 30 (trenta) giorni dalla data di ricezione dalla stessa documentazione.
Per eventuali storni finanziari tra le voci concernenti le fasi di attività previste nel quadro finanziario del progetto esecutivo approvato superiori al 20%, dovrà essere richiesta al DFP formale autorizzazione. Ove si verificasse una non corrispondenza tra la rendicontazione dei costi e le previsioni contenute nel progetto esecutivo, fatte salve le eventuali variazioni finanziarie autorizzate, il DFP non riconoscerà le spese relative alle parti del progetto modificato.
Art. 7 Elaborati e prodotti
Tutto il materiale prodotto nell'ambito della presente Convenzione è di proprietà del DFP e, previa indicazione di quanti ne hanno curato la produzione, potrà essere utilizzato dal DFP, secondo i propri fini istituzionali, nonché da Formez PA a seguito di autorizzazione da parte del DFP.
Art.8 Obblighi e responsabilità di Formez PA
Formez PA solleva il DFP da ogni responsabilità penale e civile presso terzi, ivi comprese le responsabilità derivanti da rapporti di lavoro, comunque connessi alla realizzazione e all'esercizio delle attività affidate, per fatti allo stesso imputabili.
Nessun ulteriore onere o responsabilità possono essere posti a carico del DFP oltre al pagamento di quanto stabilito a fronte delle attività effettivamente realizzate.
Formez PA si impegna a conservare e mettere a disposizione del DFP tutta la documentazione contabile, comprensiva dei documenti amministrativi originali per 5 (cinque) anni dal termine di conclusione delle attività.
Art. 9 Diritto di recesso
Il DFP può recedere in qualunque momento dagli impegni assunti con la presente Convenzione qualora, a proprio giudizio, nel corso dello svolgimento delle attività, intervengano fatti o provvedimenti i quali modifichino la situazione esistente all'atto della sottoscrizione del presente Atto e ne rendano impossibile o inopportuna la sua conduzione a termine. In tale ipotesi sono riconosciuti a Formez PA le spese sostenute alla data di comunicazione scritta del recesso nonché quelle che, ancorché non materialmente effettuate, risultino già definitivamente vincolanti.
Art. 10 Revoca
Il DFP si riserva la facoltà di revocare l'affidamento delle attività oggetto della Convenzione al Formez PA qualora quest'ultimo non dovesse rispettare i termini, le condizioni e le modalità di attuazione previsti dalla presente Convenzione e dal Piano esecutivo approvato.
In tale ipotesi sarà corrisposto a Formez PA solo il rimborso delle spese effettivamente sostenute e documentate e gli impegni vincolanti assunti a fronte di attività già svolte sino alla data di comunicazione della revoca.
Art. 11 Osservanza della normativa nazionale e comunitaria
In tutti gli affidamenti a soggetti esterni Formez PA si impegna all'osservanza delle norme nazionali e comunitarie in materia di appalti di servizi e forniture.
Art. 12 Tracciabilità dei flussi finanziari
Formez PA si obbliga al rispetto delle norme in materia di tracciabilità dei flussi finanziari ai sensi della legge n. 136 del 13 agosto 2010 e s.m.i. L'inosservanza di tali disposizioni è ipotesi di risoluzione contrattuale.
Formez PA si obbliga, a mente dell'art. 3, comma 8, della legge 13 agosto 2010, n. 136 e s.m.i., ad inserire nei contratti sottoscritti con gli eventuali fornitori esterni, a pena di nullità assoluta, una apposita clausola con la quale ciascuno di essi assume gli obblighi di tracciabilità dei flussi finanziari di cui alla legge 13 agosto 2010, n. 136 e s.m.i..
Formez PA è tenuto a comunicare tempestivamente e comunque entro e non oltre 7 (sette) giorni solari dalla/e variazione/i qualsivoglia variazione intervenuta in ordine ai dati relativi agli estremi identificativi del/i conto/i corrente/i dedicato/i nonché le generalità (nome e cognome) e il codice fiscale delle persone delegate ad operare su detto/i conto/i.
Art. 13 Trattamento dei dati personali
Formez PA si impegna a non portare a conoscenza di terzi informazioni, dati, documenti e notizie, riguardanti sia i dipendenti che le amministrazione interessate, di cui fosse venuto a conoscenza in forza della presente Convenzione, senza formale autorizzazione delle amministrazioni medesime e dei singoli dipendenti interessati, assicurando, in ogni caso, la riservatezza in ordine a tutti i dati di cui entrerà in possesso, ai sensi del Regolamento (UE) n. 2016/679 relativo alla protezione delle persone fisiche con riguardo al trattamento dei dati personali, nonché alla libera circolazione di tali dati (nel seguito anche "GDPR").
Nell'esecuzione della presente Convenzione, Formez PA potrà essere chiamato a svolgere attività di informazione verso i dipendenti delle amministrazioni coinvolte, pertanto, si impegna a raccogliere, trattare e proteggere solo i dati strettamente necessari e strumentali alla realizzazione delle attività di cui alla presente Convenzione. Si impegna, altresì, a garantire i diritti degli interessati secondo le previsioni della normativa privacy in vigore.
Con la sottoscrizione della Convenzione, Formez PA si obbliga ad adottare le misure di sicurezza di natura fisica, logica, tecnica e organizzativa idonee a garantire un livello di sicurezza adeguato al rischio e conformi a quanto previsto dalla normativa pro-tempore vigente e dalle istruzioni fornite dal DFP.
Nel caso in cui Formez PA violi gli obblighi previsti dalla normativa in materia di protezione dei dati personali, risponderà integralmente del danno cagionato agli interessati, per fatti allo stesso imputabili. In tal caso, il DFP potrà risolvere la presente Convenzione, salvo il risarcimento del maggior danno.
Formez PA dichiara di aver ricevuto, prima della sottoscrizione della presente Convenzione, le informazioni di cui all'art. 13 del GDPR circa il trattamento dei dati personali, conferiti per la sottoscrizione e l'esecuzione della Convenzione stessa e di essere a conoscenza dei diritti riconosciuti ai sensi della predetta normativa.
Con la sottoscrizione della presente Convenzione, il rappresentante legale di Formez PA acconsente espressamente al trattamento dei dati personali come sopra definito e si impegna ad adempiere agli obblighi di rilascio dell'informativa e di richiesta del consenso, ove necessario, nei confronti delle persone fisiche che sono impegnate nel governo e nell'esercizio della presente Convenzione di cui sono forniti dati personali nell'ambito dell'esecuzione della Convenzione medesima.
Formez PA acconsente, altresì, a che il proprio nominativo ed il valore della Convenzione siano diffusi tramite i siti internet http://presidenza.governo.it e http://www.funzionepubblica.gov.it. Inoltre, in adempimento agli obblighi di legge che impongono la trasparenza amministrativa (art. 32 legge 190/2012; D.Lgs. 33/2013; art. 29 D.Lgs. 50/2016 e s.m.i.), prende atto ed acconsente a che i dati e/o la documentazione che la legge impone di pubblicare siano diffusi tramite il sito internet http://presidenza.governo.it, sezione "Amministrazione Trasparente".
Art.14 Foro competente
Qualsiasi controversia in ordine all'interpretazione, validità, efficacia e/o esecuzione della presente Convenzione sarà demandata in via esclusiva al Foro di Roma.
Art. 15 Clausola finale e rinvio norme
La presente Convenzione, comprensiva dei relativi allegati, è sottoscritta con firma digitale ai sensi del D.L. 23 dicembre 2013, n. 145, convertito in legge 21 febbraio 2014, n. 9.
Per tutto quanto non espressamente previsto nella presente Convenzione, si applicano le norme del Codice Civile e le altre disposizioni legislative e regolamentari vigenti in materia.
Presidenza del Consiglio dei Ministri Dipartimento della funzione pubblica Ufficio per la valutazione della performance Il Direttore Generale cons. Marco De Giorgi
Formez P.A. – Centro servizi, assistenza, studi e formazione per l'ammodernamento delle P.A.
Il Commissario Straordinario dott.ssa Luisa Calindro
SCHEDA PROGETTO
Piano strategico nazionale contro la violenza sulle donne: azioni di informazione e formazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia
1. Contesto di riferimento
Nel corso della riunione del Consiglio dei ministri del 23 novembre 2017, il Governo ha approvato e adottato il nuovo piano strategico nazionale antiviolenza, di durata triennale. Il documento definisce una strategia d'intervento caratterizzata da una logica di partenariato e di politiche integrate prevedendo la responsabilizzazione di tutti coloro che sono chiamati a darvi attuazione. Le linee strategiche del nuovo Piano sono state elaborate da un apposito gruppo di lavoro istituito ad hoc di concerto con i/le rappresentanti delle amministrazioni centrali, regionali e locali e dell'associazionismo di riferimento, congiuntamente alle maggiori sigle sindacali, e ai/alle referenti dell'ISTAT e del Consiglio Nazionale delle Ricerche. Il documento ripropone i tre assi strategici (prevenire; proteggere e sostenere; perseguire e punire) della Convenzione di Istanbul del 2011 (Convenzione del Consiglio d'Europa sulla prevenzione e la lotta contro la violenza nei confronti delle donne e la violenza domestica), oltre a un asse trasversale di supporto all'attuazione relativo alle politiche integrate.
Nell'ambito dell'attuazione degli indirizzi politici contenuti nel Piano, il Dipartimento della funzione pubblica intende promuovere un'azione di informazione e formazione rivolta a tutti i dipendenti pubblici sul tema del contrasto alla violenza e alle discriminazioni di genere in attuazione di quanto previsto nel "Piano strategico nazionale sulla violenza maschile contro le donne" e un'azione di rafforzamento del ruolo svolto dai Comitati Unici di Garanzia (CUG) nell'amministrazione pubblica attraverso la costituzione di un apposito network nazionale.
In particolare, ad esito della riunione del 29 gennaio 2019 del Comitato Tecnico di supporto alla Cabina di regia del Piano, istituito dal Sottosegretario alla Presidenza del Consiglio dei ministri delegato in materia di pari opportunità, nell'ambito del Piano operativo dettagliato con i contributi delle varie amministrazioni, il Dipartimento della Funzione Pubblica ha previsto di sviluppare, per la parte di propria competenza, le seguenti tre linee di intervento:
1) erogazione di un modulo di formazione generalista rivolta a tutti i dipendenti pubblici sui temi della violenza di genere, sia fisica che psicologica, incluso il mobbing e le molestie sul posto di lavoro, con un target potenziale di circa tre milioni di persone. Il progetto didattico della formazione, da erogare a distanza, è curato dal Dipartimento di intesa con la Scuola Nazionale dell'Amministrazione (SNA);
2) attività di comunicazione per la divulgazione delle iniziative di informazione e formazione dei pubblici dipendenti promosse dal Dipartimento anche attraverso azioni di coinvolgimento delle amministrazioni;
3) creazione di un network nazionale dei CUG - gestito dal Dipartimento - attraverso uno spazio web su cui erogare anche moduli specialistici di formazione.
Attraverso la presente scheda progetto, Formez PA presenta un'offerta tecnica ed economica per supportare il Dipartimento della funzione pubblica per un periodo di 24 mesi nella gestione delle attività sopra descritte.
2. Obiettivi
Il progetto è finalizzato a sensibilizzare i dipendenti pubblici italiani sul tema della violenza di genere nei luoghi di lavoro attraverso attività di formazione e informazione. Inoltre, intende contribuire al rafforzamento del ruolo svolto dai CUG nelle amministrazioni secondo quanto previsto dalla recente Direttiva n. 2/2019 del Ministro per la Pubblica Amministrazione e del Sottosegretario di Stato delegato alla Pari Opportunità volta a promuovere le pari opportunità nella PA.
A tal fine, il progetto si pone i seguenti obiettivi specifici:
* promuovere il benessere lavorativo all'interno della Pubblica Amministrazione attraverso un modulo di formazione generalista online sui temi della violenza di genere, sia fisica che psicologica;
* migliorare la consapevolezza sulle tematiche di genere attraverso iniziative volte a promuovere la cultura del rispetto e a stimolare la massima partecipazione al corso online;
* rafforzare il ruolo dei CUG attraverso la creazione di un network nazionale – gestito dal Dipartimento – che si avvalga anche di un ambiente virtuale interattivo di aggiornamento, formazione e condivisione di esperienze.
3. Descrizione delle attività
3.1 Formazione generalista
Il progetto prevede la realizzazione di un percorso formativo di tipo generalista che sia in grado di catturare l'attenzione di una platea molto vasta ed eterogenea quale è quella dei dipendenti pubblici della PA italiana. Il progetto didattico di base è realizzato con la regia del Dipartimento della Funzione Pubblica e d'intesa con la SNA. Il corso online sarà fruibile sulla piattaforma messa a disposizione dalla SNA, che ne curerà l'erogazione.
Il percorso della durata massima di 1h deve avere il duplice obiettivo di:
- promuovere il tema del benessere lavorativo nella PA, come datore di lavoro esemplare, attraverso l'aumento della consapevolezza sulla violenza di genere e la diffusione della conoscenza delle «regole» per una condotta del dipendente pubblico ispirata ai principi del rispetto della dignità della persona e della parità di genere;
- creare un ambiente di lavoro più sicuro per tutti, al riparo da ogni discriminazione, attraverso una maggiore consapevolezza sulle tematiche di genere.
Il corso, realizzato in modalità eLearning, sarà strutturato in 3 Moduli tematici rispettivamente di 30, 15 e 15 minuti. Ciascun Modulo sarà composto da una video-lezione e da materiali di approfondimento (presentazioni ppt, articoli …) messi a disposizione su piattaforma della SNA.
| Numero modulo | Tema modulo |
|---|---|
| 1 | Introduzione e casistiche (30 minuti) |
| 2 | Le strategie individuali (15 minuti) |
| 3 | Le strategie organizzative (15 minuti) |
La presentazione dei singoli moduli dovrà essere innovativa e coinvolgente puntando a catturare le emozioni e le sensazioni dei destinatari come se fosse uno short movie, utilizzando storytelling e narrazione.
Ogni modulo prevederà anche un test di verifica dell'apprendimento in itinere e/o finale.
3.2 Campagna di comunicazione
Per promuovere le attività di formazione e coinvolgere un elevato numero di dipendenti pubblici sarà realizzata una campagna integrata di comunicazione che evidenzi il carattere innovativo del progetto e che contribuisca a diffondere consapevolezza sulla violenza di genere.
Verrà realizzato un piano di comunicazione che definisca strategia, obiettivi, messaggio chiave, target e strumenti ecc. Sarà sviluppata una linea grafica della campagna e sarà realizzato uno spot di 30" da diffondere attraverso i canali social.
Sarà inoltre realizzata un'attività di animazione e di sensibilizzazione presso le PA con eventi e manifestazioni (realizzazione di video/interviste, brochure, newsletter, informazioni sui siti istituzionali, attività di mailing, network delle principali amministrazioni ecc).
In linea con gli orientamenti del Piano nazionale, che sottolinea l'importanza prioritaria delle Reti locali e della collaborazione tra settore pubblico e privato, saranno mappate e coinvolte realtà appartenenti alle parti economiche e sociali e all'associazionismo.
Nello specifico saranno realizzate le seguenti attività:
1. individuazione e focalizzazione del target dei dipendenti da raggiungere nell'attività di sensibilizzazione e comunicazione (da tener conto che i messaggi elaborati per il target definito avranno un impatto che va oltre la specifica area dell'impiego pubblico);
2. individuazione del messaggio chiave e dei media primari e secondari più efficaci da inserire nel piano. Il messaggio dovrà evidenziare il carattere innovativo del progetto (per la prima volta in Italia) e stimolare il dipendente a partecipare alla formazione;
3. stesura del piano di comunicazione biennale, con possibilità di revisione "per step" temporali;
4. sviluppo del claim e della identità grafica della campagna;
5. realizzazione di una campagna sui social media con il coinvolgimento di testimonial;
6. organizzazione di eventi di animazione sul territorio e partecipazione a manifestazioni rivolte alla PA;
7. utilizzo degli strumenti d comunicazione FormezPA a supporto della campagna: realizzazione video-interviste, account social, newsletter, sito internet, attività di mailing etc.;
8. coordinamento e animazione di un Network delle principali amministrazioni pubbliche nazionali e locali: la rete coinvolgerà nella strategia i responsabili degli uffici comunicazione e i responsabili del personale (es. con pubblicazione del logo della campagna sui siti, azioni social coordinate, lettere ai dipendenti, ecc.), al fine di potenziare le sinergie di diffusione del messaggio;
9. Coordinamento con CUG, sindacati, Associazioni contro la violenza di genere, e altre realtà che possano contribuire all'"amplificazione" del messaggio.
3.3 Network nazionale dei CUG
Il progetto prevede la messa a regime di un network nazionale dei CUG - gestito a livello centrale dal Dipartimento - attraverso uno spazio web interattivo attraverso cui accedere anche ad eventuali moduli specialistici di formazione. Si creerà un ambiente web in cui i CUG possano fare rete e confrontarsi sulle tematiche di competenza, compilare i format previsti dalla citata Direttiva n. 2/2019, nonché aggiornare le proprie conoscenze attraverso percorsi di approfondimento, documenti e materiali ecc.
Tale ambiente virtuale potrà essere raggiungibile anche dal sito Web del Dipartimento – Sezione "Lavoro Pubblico e Organizzazione PA".
4. Coordinamento, monitoraggio, rendicontazione e gestione amministrativa
Le attività di questo ambito sono relative alla responsabilità del coordinamento di progetto, in costante raccordo con il Dipartimento della Funzione Pubblica, con cui saranno condivise, fin dalla fase iniziale e durante la fase di realizzazione, tutte le scelte strategiche e attuative che concorrono al conseguimento degli obiettivi di progetto nonché le attività di guida e di supporto al team tecnico ed amministrativo di progetto affinché operi in sintonia e porti a conseguimento gli obiettivi assegnati. Le attività coordinamento dei diversi ambiti e delle azioni e l'amministrazione del progetto saranno assicurati da Formez PA attraverso una serie di profili professionali tra cui un responsabile della convenzione, che manterrà i rapporti istituzionali con l'amministrazione committente, un responsabile di progetto che garantirà l'integrazione tra le diverse attività e curerà il raccordo con tutti gli uffici di staff del Formez PA. Lo staff sarà composto oltre che dal responsabile di progetto anche dal:
- Responsabile amministrativo del progetto;
- Personale addetto alla preparazione e alla stesura dei contratti;
- Personale addetto a funzioni amministrativo-contabili;
- Personale addetto alle attività di rendicontazione e di controllo di gestione;
- Personale di segreteria organizzativa e di progetto.
Le informazioni sull'attuazione saranno raccolte dalla direzione del progetto attraverso schede di monitoraggio per seguire tutto il ciclo di vita del progetto, divenendo strumento di gestione delle attività, fonte delle informazioni e dati necessari per le rendicontazioni tecniche periodiche, nonché del supporto informatico per monitorare complessivamente l'attività di FormezPA.
Per la realizzazione delle attività Formez PA utilizza procedure di selezione dei fornitori e dei consulenti rispondenti a criteri di evidenza pubblica, come risulta dalle procedure e dai regolamenti interni.
5. Gruppo di lavoro esterno da selezionare tramite avvisi pubblici
| Progetto Piano nazionale contro la violenza sulle donne: azioni di informazione e formazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia | | |
|---|---|---|
| AREE DI COMPETENZA | Numero minimo | N. gg stimate |
| Senior esperto in materia di iniziative di contrasto alla violenza di genere e in materia di comunicazione | 1 | 80 |
| Junior di supporto alle attività di progetto con esperienza in campo di organizzazione di eventi ed iniziative di sensibilizzazione sociale | 1 | 224 |
| Junior di supporto alle attività di progetto con esperienza nel campo della comunicazione sociale | 1 | 198 |
| Junior con esperienza in progettazione e gestione di comunità di pratiche con particolare riferimento alle tematiche pari opportunità | 1 | 198 |
6. Destinatari
Dipendenti pubblici italiani e Comitati unici di garanzia
7. Durata
La durata complessiva delle azioni di supporto al Dipartimento della Funzione Pubblica è di 24 mesi dalla data di stipula della Convenzione.
8. Piano Finanziario
Progetto "Piano strategico nazionale contro la violenza sulle donne: azioni di informazione e formazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di
Garanzia"
| LINEA DI ATTIVITÀ | IMPORTO |
|---|---|
| Realizzazione | € 348.000,00 |
| Coordinamento, monitoraggio, rendicontazione e gestione amministrativa | € 22.000,00 |
| Totale costi diretti | € 370.000,00 |
| Costi generali (o indiretti)* | € 30.000 |
| TOTALE | € 400.000,00 |
*A forfait
9. Ripartizione costi
Progetto "Piano strategico nazionale contro la violenza sulle donne: azioni di informazione e formazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia"
| Articolazione Voci di Budget | Personal e Interno | Mobilità Personal e dipendent e | Personale Esterno da acquisire con Contratto di lavoro autonomo | Mobilità personal e esterno | Appalti |
|---|---|---|---|---|---|
| Realizzazione | € 43.788,16 | € 12.211,84 | € 166.953,60 | € 25.046,40 | € 100.000,00* |
| Coordinamento, monitoraggio, rendicontazione e gestione amministrativa | € 22.000,00 | € 0,00 | € 0,00 | € 0,00 | € 0,00 |
| Totale costi diretti | € 65.788,16 | € 12.211,84 | € 166.953,60 | € 25.046,40 | € 100.000,00 |
| Costi generali (o indiretti) | | | | | |
| TOTALE | € 65.788,16 | € 12.211,84 | € 166.953,60** | € 25.046,40 | € 100.000,00 |
* Affidamento di attività quali: sviluppo modulo formativo, sviluppo dello spazio web per i CUG, campagna social, claim e grafica, spot e altri prodotti multimediali, materiale di comunicazione (ad es. brochure), presenza a fiere manifestazioni, affitto sale/coffee break.
** Comprensivo di oneri sociali e IVA, se dovuta
10. Dettaglio giornate previste e costi unitari per profilo professionale Formez PA
Progetto "Piano strategico nazionale contro la violenza sulle donne: azioni di informazione e formazione rivolte ai dipendenti pubblici e di rafforzamento del ruolo dei Comitati Unici di Garanzia"
GIORNATE PREVISTE E COSTI UNITARI PER PROFILO PROFESSIONALE
| Risorse interne | | | | | Risorse esterne | | | |
|---|---|---|---|---|---|---|---|---|
| Profili professionali | | Numero giornate | Costo unitario lordo (giornata)1 | Esperienza Professionale | Profili professionali | Numero giornate | Compenso unitario lordo (giornata) | Esperienza Professionale |
| Dirigente/Capo progetto | | 125 | € 273,86848 | Coerente al ruolo | | - | - | |
| Manager | | 133 | € 237,25260 | > 10 anni di esperienza | | - | - | |
| | Senior | | | | | - | - | |
| | professional/ | | | | | | | |
| | Profilo | | | | | | | |
| | amministrativo | | | | | | | |
| | Senior | | | | Senior | 80 | € 288,002 | Tra 5 anni e 10 anni di esperienza |
| | professional/ | | | | | | | |
| | Profilo tecnico | | | | | | | |
| | Junior | - | - | | Junior | 620 | € 180,003 | Tra 3 e 5 anni di esperienza |
| | professional/ | | | | | | | |
| | amministrativo | | | | | | | |
| | -segreteria | | | | | | | |
1 Il costo giornaliero è stato determinato facendo una media aritmetica ponderata del costo giornata di tutti i dipendenti inquadrati nel profilo professionale di riferimento e rientranti nel gruppo di lavoro interno di progetto secondo i dati disponibili dei più recenti esercizi.
2 Compenso unitario giornaliero corrispondente alle fascia professionale ricompresa tra 5 e 10 anni di esperienza, al netto degli oneri sociali e dell'IVA nonché di eventuali costi di trasferta.
3 Compenso unitario giornaliero corrispondente alla fascia professionale ricompresa tra 3 e 5 anni di esperienza, al netto degli oneri sociali e dell'IVA nonché di eventuali costi di trasferta. | <urn:uuid:edb625cf-a746-4d0d-aee7-f59262cd87f8> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 39,700 |
Company Profile
Headquarters:
Cologne, Germany
Major products:
Retail and tourism
Further information: www.rewe-group.com/en
The cooperative REWE Group is one of the leading trade and tourism groups in Germany and Europe. In 2011, the company generated a total external turnover in excess of € 48 billion. The REWE Group, founded in 1927, operates around 15,700 stores with 323,000 employees in 13 European countries. In 2011, around 222,000 employees generated a turnover totalling € 35 billion in over 11,000 stores in Germany.
Challenges and How the REWE Group Takes Responsibility
Acting responsibly, in line with the interests of the community, is an integral part of the corporate culture of the REWE Group. Within the framework of its Sustainability Strategy, four topics have been given top priority: a sustainable product range policy; resource and climate protection; satisfaction and involvement of employees plus social responsibility. In this context, addressing the issue of biodiversity is vital for the REWE Group.
The REWE Group is convinced that quality goes further than the primary properties of the products and also encompasses ecological and social aspects. Conserving biological diversity is an essential component of the ecological quality of products. Tourism is another field where biodiversity plays a central role, because only a sound environment can lead to sustainable tourism in the long term.
Best Practice: PRO PLANET Apple Project
The Issue
Apple trees in modern orchards grow in orderly rows. Today, wild flowers and other flowering plants, as can be found in traditional fruit orchards, are virtually absent. However, these plants are an essential food source for insects. Although apple trees provide insects sufficient food in spring, the insects suffer from a lack of food during the flowerless
season between June and September. The situation for insects that visit flowering plants, especially honeybees and wild bees, is steadily worsening as the supply of nectar and pollen has consistently decreased over the last years.
Fields of Action
Sites and facilities
Supply chains, commodities and materials
Product
Production and manufacturing processes
Transport and logistics
Personnel
The Response
As initiated by the REWE Group through its PRO PLANET label, fruit farmers between Friedrichshafen on Lake Constance and Hamburg have been looking for ways to provide new habitats for insects and create sufficient food supplies for them during the summer months. To do this, they plant flowering hedgerows and provide flowery meadows, as well as nesting aids for wild bees. Not only insects but also fruit farmers benefit from these initiatives: as honeybees fly from blossom to blossom, they pollinate the apple trees.
The Results
The REWE Group cooperates in this project with the Lake Constance Foundation, the Nature and Biodiversity Conservation Union (NABU), Birdlife Austria and the apple producers. Following a pilot phase with ten fruit farmers in the Lake Constance region in the spring of 2010, producers from all growing areas are now taking part in the project. The farmers regularly test various methods to maintain biological diversity in their respective regions as well as additional actions to make fruit farming more nature and environmentally friendly. | <urn:uuid:7c0cd22b-4f95-436e-98b9-51fecf3aaad2> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 3,338 |
Your scroll saw has been engineered and manufactured to our high standard for dependability, ease of operation, and operator safety. When properly cared for, it will give you years of rugged, trouble-free performance.
**WARNING:** To reduce the risk of injury, the user must read and understand the operator's manual before using this product.
Thank you for your purchase.
SAVE THIS MANUAL FOR FUTURE REFERENCE
INTRODUCTION
This product has many features for making its use more pleasant and enjoyable. Safety, performance, and dependability have been given top priority in the design of this product making it easy to maintain and operate.
WARRANTY
RYOBI® POWER TOOL - LIMITED TWO YEAR WARRANTY AND 30 DAY EXCHANGE POLICY
One World Technologies, Inc., warrants its RYOBI® power tools with the following conditions:
30-DAY EXCHANGE POLICY: During the first 30 days after date of purchase, you may either request service under this warranty or you may exchange any RYOBI® power tool which does not work properly due to defective workmanship or materials by returning the power tool to the dealer from which it was purchased. To receive a replacement power tool or requested warranty service, you must present proof of purchase and return all original equipment packaged with the original product. The replacement power tool will be covered by the limited warranty for the balance of the two year period from the date of the original purchase.
WHAT THIS WARRANTY COVERS: This warranty covers all defects in workmanship or materials in your RYOBI® power tool for a period of two years from the date of purchase. With the exception of batteries, power tool accessories are warranted for ninety (90) days. Batteries are warranted for two years.
HOW TO GET SERVICE: Just return the power tool, properly packaged and postage prepaid, to an Authorized Service Center. You can obtain the location of the Service Center nearest you by contacting a service representative at One World Technologies, Inc., P.O. Box 1207, Anderson, SC 29622-1207, by calling 1-800-525-2579 or by logging on to www.ryobitools.com. When you request warranty service, you must also present proof of purchase documentation, which includes the date of purchase (for example, a bill of sale). We will repair any faulty workmanship, and either repair or replace any defective part, at our option. We will do so without any charge to you. We will complete the work in a reasonable time, but, in any case, within ninety (90) days or less.
WHAT'S NOT COVERED: This warranty applies only to the original purchaser at retail and may not be transferred. This warranty only covers defects arising under normal usage and does not cover any malfunction, failure or defects resulting from misuse, abuse, neglect, alteration, modification or repairs by other than Authorized Service Centers. One World Technologies, Inc. makes no warranties, representations or promises as to the quality or performance of its power tools other than those specifically stated in this warranty.
ADDITIONAL LIMITATIONS: Any implied warranties granted under state law, including warranties of merchantability or fitness for a particular purpose, are limited to two years from the date of purchase. One World Technologies, Inc. is not responsible for direct, indirect, or incidental damages, so the above limitations and exclusions may not apply to you. This warranty gives you specific legal rights, and you may also have other rights which vary from state to state.
WARNING:
Read and understand all instructions. Failure to follow all instructions listed below, may result in electric shock, fire and/or serious personal injury.
READ ALL INSTRUCTIONS
- KNOW YOUR POWER TOOL. Read the operator’s manual carefully. Learn the applications and limitations as well as the specific potential hazards related to this tool.
- GUARD AGAINST ELECTRICAL SHOCK BY PREVENTING BODY CONTACT WITH GROUNDED SURFACES. For example; pipes, radiators, ranges, refrigerator enclosures.
- KEEP GUARDS IN PLACE and in good working order.
- REMOVE ADJUSTING KEYS AND WRENCHES. Form habit of checking to see that keys and adjusting wrenches are removed from tool before turning it on.
- KEEP WORK AREA CLEAN. Cluttered areas and benches invite accidents. DO NOT leave tools or pieces of wood on the tool while it is in operation.
- DO NOT USE IN DANGEROUS ENVIRONMENTS. Do not use power tools in damp or wet locations or expose to rain. Keep the work area well lit.
- KEEP CHILDREN AND VISITORS AWAY. All visitors should wear safety glasses and be kept a safe distance from work area. Do not let visitors contact tool or extension cord while operating.
- MAKE WORKSHOP CHILDPROOF with padlocks, master switches, or by removing starter keys.
- DON’T FORCE THE TOOL. It will do the job better and safer at the feed rate for which it was designed.
- USE THE RIGHT TOOL. Do not force the tool or attachment to do a job for which it was not designed.
- USE THE PROPER EXTENSION CORD. Make sure your extension cord is in good condition. Use only a cord heavy enough to carry the current your product will draw. An undersized cord will cause a drop in line voltage resulting in loss of power and overheating. A wire gauge size (A.W.G.) of at least 16 is recommended for an extension cord 25 feet or less in length. If in doubt, use the next heavier gauge. The smaller the gauge number, the heavier the cord.
- DRESS PROPERLY. Do not wear loose clothing, neckties, or jewelry that can get caught and draw you into moving parts. Rubber gloves and nonskid footwear are recommended when working outdoors. Also wear protective hair covering to contain long hair.
- ALWAYS WEAR SAFETY GLASSES WITH SIDE SHIELDS. Everyday eyeglasses have only impact-resistant lenses, they are NOT safety glasses.
- SECURE WORK. Use clamps or a vise to hold work when practical, it is safer than using your hand and frees both hands to operate the tool.
- DO NOT OVERREACH. Keep proper footing and balance at all times.
- MAINTAIN TOOLS WITH CARE. Keep tools sharp and clean for better and safer performance. Follow instructions for lubricating and changing accessories.
- DISCONNECT TOOLS. When not in use, before servicing, or when changing attachments, blades, bits, cutters, etc., all tools should be disconnected from power source.
- AVOID ACCIDENTAL STARTING. Be sure switch is off when plugging in any tool.
- USE RECOMMENDED ACCESSORIES. Consult the operator’s manual for recommended accessories. The use of improper accessories may result in injury.
- NEVER STAND ON TOOL. Serious injury could occur if the tool is tipped.
- CHECK DAMAGED PARTS. Before further use of the tool, a guard or other part that is damaged should be carefully checked to determine that it will operate properly and perform its intended function. Check for alignment of moving parts, binding of moving parts, breakage of parts, mounting and any other conditions that may affect its operation. A guard or other part that is damaged must be properly repaired or replaced by an authorized service center to avoid risk of personal injury.
- USE THE RIGHT DIRECTION OF FEED. Feed work into a blade, cutter, or sanding spindle against the direction or rotation of the blade, cutter, or sanding spindle only.
- NEVER LEAVE TOOL RUNNING UNATTENDED. TURN THE POWER OFF. Don’t leave tool until it comes to a complete stop.
- PROTECT YOUR LUNGS. Wear a face or dust mask if the cutting operation is dusty.
- PROTECT YOUR HEARING. Wear hearing protection during extended periods of operation.
- DO NOT ABUSE CORD. Never carry tool by the cord or yank it to disconnect from receptacle. Keep cord from heat, oil, and sharp edges.
- USE OUTDOOR EXTENSION CORDS. When tool is used outdoors, use only extension cords with approved ground connection that are intended for use outdoors and so marked.
- KEEP BLADES CLEAN, SHARP, AND WITH SUFFICIENT SET. Sharp blades minimize stalling and kickback.
- BLADE COASTS AFTER BEING TURNED OFF.
- NEVER USE IN AN EXPLOSIVE ATMOSPHERE. Normal sparking of the motor could ignite fumes.
- INSPECT TOOL CORDS PERIODICALLY. If damaged, have repaired by a qualified service technician at an authorized service facility. The conductor with insulation having an outer surface that is green with or without yellow stripes is the equipment-grounding conductor. If repair or replacement of the electric cord or plug is necessary, do not connect the equipment-grounding conductor to a live terminal. Repair or replace a damaged or worn cord immediately. Stay constantly aware of cord location and keep it well away from the rotating blade.
GENERAL SAFETY RULES
- **INSPECT EXTENSION CORDS PERIODICALLY** and replace if damaged.
- **GROUND ALL TOOLS.** If tool is equipped with three-prong plug, it should be plugged into a three-hole electrical receptacle.
- **CHECK WITH A QUALIFIED ELECTRICIAN** or service personnel if the grounding instructions are not completely understood or if in doubt as to whether the tool is properly grounded.
- **USE ONLY CORRECT ELECTRICAL DEVICES:** 3-wire extension cords that have 3-prong grounding plugs and 3-pole receptacles that accept the tool’s plug.
- **DO NOT MODIFY** the plug provided. If it will not fit the outlet, have the proper outlet installed by a qualified electrician.
- **KEEP TOOL DRY, CLEAN, AND FREE FROM OIL AND GREASE.** Always use a clean cloth when cleaning. Never use brake fluids, gasoline, petroleum-based products, or any solvents to clean tool.
- **STAY ALERT AND EXERCISE CONTROL.** Watch what you are doing and use common sense. Do not operate tool when you are tired. Do not rush.
- **DO NOT USE TOOL IF SWITCH DOES NOT TURN IT ON AND OFF.** Have defective switches replaced by an authorized service center.
- **USE ONLY CORRECT BLADES.**
- **BEFORE MAKING A CUT, BE SURE ALL ADJUSTMENTS ARE SECURE.**
- **BE SURE BLADE PATH IS FREE OF NAILS.** Inspect for and remove all nails from lumber before cutting.
- **NEVER TOUCH BLADE** or other moving parts during use.
- **NEVER START A TOOL WHEN ANY ROTATING COMPONENT IS IN CONTACT WITH THE WORKPIECE.**
- **DO NOT OPERATE A TOOL WHILE UNDER THE INFLUENCE OF DRUGS, ALCOHOL, OR ANY MEDICATION.**
- **WHEN SERVICING** use only identical replacement parts. Use of any other parts may create a hazard or cause product damage.
- **USE ONLY RECOMMENDED ACCESSORIES** listed in this manual or addendums. Use of accessories that are not listed may cause the risk of personal injury. Instructions for safe use of accessories are included with the accessory.
- **DOUBLE CHECK ALL SETUPS.** Make sure blade is tight and not making contact with saw or workpiece before connecting to power supply.
SPECIFIC SAFETY RULES
- **FIRMLY CLAMP OR BOLT** the tool to a workbench or table at approximately hip height.
- **KEEP HANDS AWAY FROM CUTTING AREA.** Do not reach underneath work or in blade cutting path with hands and fingers for any reason. Always turn the power off.
- **ALWAYS USE A CLAMP** to secure the workpiece when possible.
- **BE SURE THE BLADE CLEARS THE WORKPIECE.** Never start the saw with the blade touching the workpiece. Allow motor to come up to full speed before starting cut.
- **MAKE SURE THE WORK AREA HAS AMPLE LIGHTING** to see the work and that no obstructions will interfere with safe operation **BEFORE** performing any work using the saw.
- **ALWAYS TURN OFF THE SAW** before disconnecting it to avoid accidental starting when reconnecting to power supply. **NEVER** leave the saw unattended while connected to a power source.
- **TURN OFF TOOL** and wait for saw blade to come to a complete stop before moving workpiece or changing settings.
- **THIS TOOL** should have the following markings:
- Wear eye protection.
- Keep hands out of path of saw blade
- Do not operate saw without guards in place.
- Do not perform any operation freehand.
- Never reach around saw blade.
- Turn off tool and wait for saw blade to stop before moving workpiece or changing settings.
- Disconnect power (or unplug tool as applicable) before changing blade or servicing.
- No load speed.
- **ALWAYS** carry the tool only by the carrying handle.
- **IF THE POWER SUPPLY CORD IS DAMAGED,** it must be replaced only by the manufacturer or by an authorized service center to avoid risk.
- **SAVE THESE INSTRUCTIONS.** Refer to them frequently and use them to instruct other users. If you loan someone this tool, loan them these instructions also.
Some of the following symbols may be used on this tool. Please study them and learn their meaning. Proper interpretation of these symbols will allow you to operate the tool better and safer.
| SYMBOL | NAME | DESIGNATION/EXPLANATION |
|--------|---------------|--------------------------------------------------------------|
| V | Volts | Voltage |
| A | Amperes | Current |
| Hz | Hertz | Frequency (cycles per second) |
| W | Watt | Power |
| min | Minutes | Time |
| ~ | Alternating Current | Type of current |
| === | Direct Current | Type or a characteristic of current |
| n₀ | No Load Speed | Rotational speed, at no load |
| □ | Class II Construction | Double-insulated construction |
| .../min | Per Minute | Revolutions, strokes, surface speed, orbits etc., per minute |
|  | Wet Conditions Alert | Do not expose to rain or use in damp locations. |
|  | Read The Operator's Manual | To reduce the risk of injury, user must read and understand operator’s manual before using this product. |
|  | Eye Protection | Always wear safety goggles or safety glasses with side shields and, as necessary, a full face shield when operating this product. |
|  | Safety Alert | Precautions that involve your safety. |
|  | No Hands Symbol | Failure to keep your hands away from the blade will result in serious personal injury. |
|  | Hot Surface | To reduce the risk of injury or damage, avoid contact with any hot surface. |
The following signal words and meanings are intended to explain the levels of risk associated with this product.
| SYMBOL | SIGNAL | MEANING |
|--------|--------|---------|
| ⚠️ | DANGER: | Indicates an imminently hazardous situation, which, if not avoided, will result in death or serious injury. |
| ⚠️ | WARNING: | Indicates a potentially hazardous situation, which, if not avoided, could result in death or serious injury. |
| ⚠️ | CAUTION: | Indicates a potentially hazardous situation, which, if not avoided, may result in minor or moderate injury. |
| | CAUTION: (Without Safety Alert Symbol) | Indicates a situation that may result in property damage. |
**SERVICE**
Servicing requires extreme care and knowledge and should be performed only by a qualified service technician. For service we suggest you return the product to the nearest AUTHORIZED SERVICE CENTER for repair. When servicing, use only identical replacement parts.
⚠️ **WARNING:**
To avoid serious personal injury, do not attempt to use this product until you read thoroughly and understand completely the operator’s manual. If you do not understand the warnings and instructions in the operator’s manual, do not use this product. Call Ryobi customer service for assistance.
⚠️ **WARNING:**
The operation of any power tool can result in foreign objects being thrown into your eyes, which can result in severe eye damage. Before beginning power tool operation, always wear safety goggles or safety glasses with side shields and, when needed, a full face shield. We recommend Wide Vision Safety Mask for use over eyeglasses or standard safety glasses with side shields. Always use eye protection which is marked to comply with ANSI Z87.1.
**SAVE THESE INSTRUCTIONS**
EXTENSION CORDS
Use only 3-wire extension cords that have 3-prong grounding plugs and 3-pole receptacles that accept the product’s plug. When using a power product at a considerable distance from the power source, use an extension cord heavy enough to carry the current that the product will draw. An undersized extension cord will cause a drop in line voltage, resulting in a loss of power and causing the motor to overheat. Use the chart provided below to determine the minimum wire size required in an extension cord. Only round jacketed cords listed by Underwriter’s Laboratories (UL) should be used.
**Ampere rating (on tool data plate)
| Cord Length | Wire Size (A.W.G.) |
|-------------|-------------------|
| 25' | 16 |
| 50' | 16 |
| 100' | 16 |
**Used on 12 gauge - 20 amp circuit.
NOTE: AWG = American Wire Gauge
When working with the product outdoors, use an extension cord that is designed for outside use. This is indicated by the letters “WA” on the cord’s jacket.
Before using an extension cord, inspect it for loose or exposed wires and cut or worn insulation.
WARNING:
Keep the extension cord clear of the working area. Position the cord so that it will not get caught on lumber, products or other obstructions while you are working with a power product. Failure to do so can result in serious personal injury.
WARNING:
Check extension cords before each use. If damaged replace immediately. Never use product with a damaged cord since touching the damaged area could cause electrical shock resulting in serious injury.
ELECTRICAL CONNECTION
This product is powered by a precision built electric motor. It should be connected to a **power supply that is 120 volts, 60 Hz, AC only (normal household current)**. Do not operate this product on direct current (DC). A substantial voltage drop will cause a loss of power and the motor will overheat. If the saw does not operate when plugged into an outlet, double check the power supply.
SPEED AND WIRING
The no-load speed of this product is approximately 1,600 r/min. (RPM. This speed is not constant and decreases under a load or with lower voltage. For voltage, the wiring in a shop is as important as the motor's horsepower rating. A line intended only for lights cannot properly carry a power product motor. Wire that is heavy enough for a short distance will be too light for a greater distance. A line that can support one power product may not be able to support two or three products.
GROUNDING INSTRUCTIONS
In the event of a malfunction or breakdown, grounding provides a path of least resistance for electric current to reduce the risk of electric shock. This product is equipped with an electric cord having an equipment-grounding conductor and a grounding plug. The plug must be plugged into a matching outlet that is properly installed and grounded in accordance with all local codes and ordinances.
Do not modify the plug provided. If it will not fit the outlet, have the proper outlet installed by a qualified electrician. Improper connection of the equipment-grounding conductor can result in a risk of electric shock. The conductor with insulation having an outer surface that is green with or without yellow stripes is the equipment-grounding conductor. If repair or replacement of the electric cord or plug is necessary, do not connect the equipment-grounding conductor to a live terminal.
Check with a qualified electrician or service personnel if the grounding instructions are not completely understood, or if in doubt as to whether the product is properly grounded. Repair or replace a damaged or worn cord immediately.
This product is intended for use on a circuit that has an outlet like the one shown in figure 1. It also has a grounding pin like the one shown.
**GLOSSARY OF TERMS**
**Anti-Kickback Pawls (radial arm and table saws)**
A device which, when properly installed and maintained, is designed to stop the workpiece from being kicked back toward the front of the saw during a ripping operation.
**Arbor**
The shaft on which a blade or cutting tool is mounted.
**Bevel Cut**
A cutting operation made with the blade at any angle other than 90° to the table surface.
**Chamfer**
A cut removing a wedge from a block so the end (or part of the end) is angled rather than at 90°.
**Compound Cut**
A cross cut made with both a miter and a bevel angle.
**Cross Cut**
A cutting or shaping operation made across the grain or the width of the workpiece.
**Cutterhead (planers and jointer planers)**
A rotating cutterhead with adjustable blades or knives. The blades or knives remove material from the workpiece.
**Dado Cut**
A non-through cut which produces a square-sided notch or trough in the workpiece (requires a special blade).
**Featherboard**
A device used to help control the workpiece by guiding it securely against the table or fence during any ripping operation.
**FPM or SPM**
Feet per minute (or strokes per minute), used in reference to blade movement.
**Freehand**
Performing a cut without the workpiece being guided by a fence, miter gauge, or other aids.
**Gum**
A sticky, sap-based residue from wood products.
**Heel**
Alignment of the blade to the fence.
**Kerf**
The material removed by the blade in a through cut or the slot produced by the blade in a non-through or partial cut.
**Kickback**
A hazard that can occur when the blade binds or stalls, throwing the workpiece back toward operator.
**Leading End**
The end of the workpiece pushed into the tool first.
**Miter Cut**
A cutting operation made with the workpiece at any angle to the blade other than 90°.
**Non-Through Cuts**
Any cutting operation where the blade does not extend completely through the thickness of the workpiece.
**Push Blocks (for jointer planers)**
Device used to feed the workpiece over the jointer planer cutterhead during any operation. This aid helps keep the operator’s hands well away from the cutterhead.
**Push Blocks and Push Sticks (for table saws)**
Devices used to feed the workpiece through the saw blade during cutting operations. A push stick (not a push block) should be used for narrow ripping operations. These aids help keep the operator’s hands well away from the blade.
**Pilot Hole (drill presses)**
A small hole drilled in a workpiece that serves as a guide for drilling large holes accurately.
**Resaw**
A cutting operation to reduce the thickness of the workpiece to make thinner pieces.
**Resin**
A sticky, sap-based substance that has hardened.
**Revolutions Per Minute (RPM)**
The number of turns completed by a spinning object in one minute.
**Ripping or Rip Cut**
A cutting operation along the length of the workpiece.
**Riving Knife/Spreader/Splitter (table saws)**
A metal piece, slightly thinner than the blade, which helps keep the kerf open and also helps to prevent kickback.
**Saw Blade Path**
The area over, under, behind, or in front of the blade. As it applies to the workpiece, that area which will be or has been cut by the blade.
**Set**
The distance that the tip of the saw blade tooth is bent (or set) outward from the face of the blade.
**Snipe (planers)**
Depression made at either end of a workpiece by cutter blades when the workpiece is not properly supported.
**Through Sawing**
Any cutting operation where the blade extends completely through the thickness of the workpiece.
**Throw-Back**
The throwing back of a workpiece usually caused by the workpiece being dropped into the blade or being placed inadvertently in contact with the blade.
**Workpiece or Material**
The item on which the operation is being done.
**Worktable**
Surface where the workpiece rests while performing a cutting, drilling, planing, or sanding operation.
FEATURES
PRODUCT SPECIFICATIONS
Throat ................................................................. 16 in.
Blade Length ....................................................... 5 in., pin or plain
Input .............................................................. 120 V, 60 Hz, AC Only, 1.2 A
No Load Speed ........................................... 400-1,600 r/min. (SPM)
Net Weight ......................................................... 28 lbs.
Fig. 2
KNOW YOUR SCROLL SAW
See Figure 2.
The safe use of this product requires an understanding of the information on the product and in this operator’s manual as well as a knowledge of the project you are attempting. Before use of this product, familiarize yourself with all operating features and safety rules.
BEVEL SCALE
The bevel scale and indicator show you the degree the saw table is tilted.
BLADE CLAMP SCREWS
Blade clamp screws are used when changing saw blades.
BLADE TENSION KNOB
Loosen or tighten the blade tension by turning the blade tension knob.
DROP FOOT
This foot should always be lowered until it just rests on top of the workpiece to prevent the workpiece from lifting, yet not so much that the workpiece drags.
DROP FOOT LOCK KNOB
Allows you to raise or lower the drop foot and lock it in place.
SAWDUST BLOWER
Keeps the line of cut on the workpiece clean for more accurate scroll cuts. For best results, always direct air flow at the blade and the workpiece.
SAWDUST EXHAUST
This feature allows you to attach any 1-1/4 in. (32 mm) vacuum hose for easy sawdust collection.
SAW TABLE WITH THROAT PLATE
Your scroll saw has an aluminum saw table with tilt control for maximum accuracy. The throat plate, inserted in the saw table, allows for blade clearance.
SWITCH AND SWITCH KEY
Your scroll saw has an easy access power switch. To lock in the OFF position, remove the yellow switch key. Place the key in a location inaccessible to children and others not qualified to use the tool.
TABLE LOCK KNOB
Allows you to tilt the table and lock it at the desired angle up to 45°.
VARIABLE SPEED KNOB
Turn the knob to adjust the speed from the high speed of approximately 1,600 r/min. (RPM) to the low speed of approximately 400 r/min. (RPM).
TOOLS NEEDED
The following tools (not included) are needed for assembly and alignment:
PHILLIPS SCREWDRIVER
COMBINATION SQUARE
SLOTTED SCREWDRIVER
Fig. 3
LOOSE PARTS
- 3 mm T-Handle Hex Key
- 4 mm Hex Key
- Blade(s)
- Plastic Tubing
![Diagram of loose parts]
Fig. 4
⚠️ WARNING:
The use of attachments or accessories not listed might be hazardous and could cause serious personal injury.
UNPACKING
This product requires assembly.
- Carefully remove the product and any accessories from the box. Place it on a level work surface.
- Inspect the product carefully to make sure no breakage or damage occurred during shipping.
- Do not discard the packing material until you have carefully inspected the product, identified all loose parts, and satisfactorily operated the product.
- If any parts are damaged or missing, please call 1-800-525-2579 for assistance.
WARNING:
If any parts are damaged or missing, do not operate this product until the parts are replaced. Failure to heed this warning could result in possible serious personal injury.
WARNING:
Do not attempt to modify this product or create accessories not recommended for use with this product. Any such alteration or modification is misuse and could result in a hazardous condition leading to possible serious personal injury.
WARNING:
Do not connect to power supply until assembly is complete. Failure to comply could result in accidental starting and possible serious personal injury.
WARNING:
To avoid serious personal injury, always make sure the saw is securely mounted to a workbench or an approved leg stand. NEVER operate the saw on the floor.
REDUCING NOISE AND VIBRATION
You may wish to place a foam pad or piece of carpet between the saw base and the workbench to help reduce noise and vibration.
If a foam pad or piece of carpet is used, do not overtighten the mounting bolts. Leave some cushion between the padding and the saw base to help absorb the noise and vibration. The size of the padding material should be approximately 24 in. x 12 in. x 1/2 in.
MOUNTING SCROLL SAW TO WORKBENCH
If the scroll saw is to be used in a permanent application, we recommend that you secure it in a permanent location such as a workbench. When mounting the saw to a workbench, holes should be drilled through the supporting surface of the workbench.
Each hole in the base of the saw should be bolted securely using machine bolts, washers, and nuts (not included). Bolts should be of sufficient length to accommodate the saw base, washers, nuts, and the thickness of the workbench.
- Place scroll saw on workbench. Using the saw base as a pattern, locate and mark the holes where the scroll saw is to be mounted.
- Drill four holes through the workbench.
- Place scroll saw on workbench aligning holes in the saw base with the holes drilled in the workbench.
- Insert all four bolts (not included) and tighten securely with washers and nuts (not included).
NOTE: All bolts should be inserted from the top. Install the washers and nuts from the underside of the bench.
Supporting surface where scroll saw is mounted should be examined carefully after mounting to insure that no movement during use can result. If any tipping or walking is noted, secure workbench or supporting surface before beginning cutting operations.
CLAMPING SCROLL SAW TO WORKBENCH
See Figure 5.
If the scroll saw is to be used in a portable application, it is recommended that you fasten it permanently to a mounting board that can easily be clamped to a workbench or other supporting surface. The mounting board should be of sufficient size to avoid tipping of saw while in use. Any good grade plywood or chipboard with a 3/4 in. thickness is recommended.
- Mount saw to board using holes in saw base as a template for hole pattern. Locate and mark the holes where scroll saw is to be mounted.
- Follow last three steps in previous section called Mounting Scroll Saw to Workbench.
If lag bolts are being used, make sure they are long enough to go through holes in the saw base and the material the saw is being mounted to.
If machine bolts are being used, make sure they are long enough to go through holes in the saw base, the material the saw is being mounted to, and the washers and nuts.
**NOTE:** It may be necessary to countersink washers and nuts on the bottom side of mounting board.
SAWDUST BLOWER
See Figure 6.
The sawdust blower is designed and preset to direct air to the most effective point on the cutting line. Be sure drop foot is properly adjusted to secure workpiece and direct air to the cutting surface.
- Plastic tubing should be connected to the bellows tube before starting the saw.
DROP FOOT
See Figure 6.
To prevent workpiece from lifting, the drop foot should be adjusted so it just rests on the top of the workpiece. The drop foot should not be adjusted so that the workpiece drags. Always retighten the drop foot lock knob after each adjustment has been made.
- Loosen the drop foot lock knob.
- Lower or raise the drop foot to the desired position.
- Retighten the drop foot lock knob.
The tall, front part of the drop foot acts as a blade guard to prevent accidental contact with the blade.
ASSEMBLY
SQUARING THE SAW TABLE TO THE BLADE
See Figure 7 - 8.
- Loosen the drop foot lock knob and move drop foot rod all the way up. Retighten drop foot lock knob.
- Loosen the table lock knob to tilt the saw table until it is approximately perpendicular or at right angle to the blade.
- Place a small square on the saw table next to the blade.
- Loosen the screw holding the scale indicator. Move indicator to the 0° mark and securely tighten screw. Remember, the bevel scale is a convenient guide but should not be relied upon for precision. Make practice cuts on scrap material to determine if your angle settings are correct.
- Adjust the drop foot to desired position and securely retighten the drop foot lock knob.
SETTING THE TABLE FOR HORIZONTAL OR BEVEL CUTTING
See Figure 7 - 8.
A bevel scale is located under the saw table as a convenient guide for setting the approximate saw table angle for bevel cutting. When greater precision is required, make practice cuts on scrap material and adjust the saw table as necessary for your requirements.
NOTE: When cutting at angles, the drop foot should be tilted so it is parallel to the saw table and rests flat against the workpiece. To tilt the drop foot, loosen phillips screw, tilt drop foot to the proper angle, then retighten screw.
- Loosen the drop foot lock knob.
- Center the drop foot around the saw blade to the desired position.
- Tighten the drop foot lock knob.
ADJUSTING BLADE TENSION
See Figure 9.
- Turning the blade tension knob counterclockwise decreases (or loosens) blade tension.
- Turning the blade tension knob clockwise increases (or tightens) blade tension.
**NOTE:** Adjustments to blade tension can be made at any time.
Check tension by the sound the blade makes when plucked like a guitar string. This method of adding tension to the blade can be developed with practice and requires knowing the scroll saw.
- Pluck the back straight edge of blade while turning tension adjusting knob. Sound should be a musical note. Sound becomes less flat as tension increases. Sound decreases with too much tension.
**NOTE:** Be careful not to adjust blade too tight. Too much tension may cause the blade to break as soon as you start cutting. Too little tension may cause the blade to bend or break before the teeth wear out.
OPERATION
**WARNING:**
Do not allow familiarity with products to make you careless. Remember that a careless fraction of a second is sufficient to inflict serious injury.
**WARNING:**
Always wear safety goggles or safety glasses with side shields when operating power tools. Failure to do so could result in objects being thrown into your eyes resulting in possible serious injury.
**WARNING:**
Do not use any attachments or accessories not recommended by the manufacturer of this product. The use of attachments or accessories not recommended can result in serious personal injury.
**APPLICATIONS**
You may use this product for the following purposes:
- Cutting wood, wood composition products, plastic, and other fibrous material up to 2 in. thick
- Cutting nonferrous metals such as aluminum, brass, and copper
**BASIC OPERATION OF THE SCROLL SAW**
Before starting a cut, watch the saw run. If you experience excessive vibration or unusual noise, stop immediately. Turn the saw off, remove the switch key, and unplug the saw. Do not restart until locating and correcting the problem.
**NOTE:** After the saw is turned ON, a hesitation before blade movement is normal.
CUTTING PROCEDURES
- There is a learning curve for each person who wants to use this saw. During that period of time it is expected that some blades will break until you learn how to use and adjust the saw.
- Plan the way you will hold the workpiece from start to finish.
- Keep your hands away from the blade. Do not hand hold pieces so small your fingers will go under the blade guard.
- Hold the workpiece firmly against the saw table.
- The blade teeth cut material only on the down stroke.
- Use gentle pressure and both hands when feeding the work into the blade. Do not force the work.
- Guide the workpiece into the blade slowly because the teeth of the blade are very small and can only remove material on the down stroke.
- Avoid awkward operations and hand positions where a sudden slip could cause serious injury from contact with the blade. Never place hands in blade path.
- To get accurate cuts, compensate for the blade’s tendency to follow the wood grain as you are cutting wood.
- Use extra supports (tables, saw horses, blocks, etc.) when cutting large, small or awkward workpieces.
- Never use another person as a substitute for a table extension or as additional support for a workpiece that is longer or wider than the basic saw table.
- When cutting irregularly shaped workpieces, plan your work so it will not pinch the blade. Workpieces must not twist, rock or slip while being cut.
REMOVING JAMMED MATERIAL
When backing out the workpiece, the blade may bind in the kerf (cut). This is usually caused by sawdust clogging the kerf or when the blade comes out of the blade holders. If this happens:
- Wait until the saw has come to a full and complete stop.
- Place the switch in the OFF position, remove the switch key from the switch assembly. Store key in a safe place.
- Unplug the saw from the power source.
- Remove the saw’s blade and the workpiece, see section on Removing the Saw Blade.
- Wedge the kerf open with a flat screwdriver or wooden wedge then remove the blade from the workpiece.
WARNING:
Before removing loose pieces from the table, turn saw off and wait for all moving parts to stop to avoid serious personal injury.
AVOIDING INJURY
- Make sure saw is level and does not rock. Saw should always be on a firm, level surface with plenty of room for handling and properly supporting the workpiece.
- Bolt saw to the support surface to prevent slipping, walking or sliding during operations like cutting long, heavy boards.
- Turn saw off, remove switch key, and unplug cord from the power source before moving the saw.
- Do not remove jammed cutoff pieces until blade has come to a full and complete stop.
- Choose the right size and style blade for the material and type of cut you plan to do.
- Use only recommended accessories.
- With the exception of the workpiece and related support devises, clear everything off the saw table before turning the saw on.
- Properly support round materials such as dowel rods or tubing because they have a tendency to roll during a cut causing the blade to “bite.” To avoid this, always use a “V” block or clamp workpiece to a miter gauge.
- Before removing loose pieces from the saw table, turn saw off and wait for all moving parts to stop.
LOCKING THE SWITCH
See Figure 10.
- Wait until the saw has come to a full and complete stop.
- Place the switch in the OFF position, then remove the switch key from the switch assembly. Store key in a safe place.
INSTALLING AND REMOVING BLADES
See Figure 11.
Scroll saw blades wear out quickly and must be replaced frequently for best cutting results. Expect to break some blades while you learn to use and adjust the saw. Blades generally stay sharp for 1/2 hour to 2 hours of cutting, depending on the type of material and speed of operation.
REMOVING THE SAW BLADE
- Turn off and unplug the saw from the power source.
- Turn blade tension knob counterclockwise to decrease (or loosen) blade tension.
- Pushing up from under the saw table, remove the throat plate.
- Loosen both the upper and lower blade clamp screws.
- Pull up on the blade and push down on the saw arm to disengage the upper pin in the V-notch of the upper blade holder. Push the blade downward to disengage the lower pin in the V-notch of the lower blade holder.
- Remove the blade.
PIN END BLADES
- Turn off and unplug the saw from the power source.
- Remove the blade.
- Place the new blade through the opening in the saw table with the teeth to the front of the saw and pointing down toward the saw table. The pins on the blade go under the blade holder in the V-notch of the lower blade holder.
- Pull up on the blade and press the upper arm down to position the upper end of the blade in the V-notch in the upper blade holder.
- Securely tighten the upper and lower blade clamps by tightening the blade clamp screws.
- Turn the blade tension knob clockwise until the blade has the desired amount of tension.
- Replace the throat plate.
NOTE: If the blade touches the drop foot on either side then the drop foot must be adjusted. See section on Drop Foot.
PLAIN END BLADES
- Turn off and unplug the saw from the power source.
- Remove the blade.
- Place the new blade through the opening in the saw table with the teeth to the front of the saw and pointing down toward the saw table.
- Position blade and tighten the blade clamp screw securely.
- Press the upper arm down to position the upper end of the blade in the upper blade holder.
- Securely tighten the upper blade clamp screw.
- Turn the blade tension knob clockwise until the blade has the desired amount of tension.
- Replace the throat plate.
NOTE: If the blade touches the drop foot on either side then the drop foot must be adjusted. See section Drop Foot.
CHOICE OF BLADE AND SPEED
The scroll saw accepts a wide variety of blade widths and thicknesses for cutting wood and other fibrous materials. The saw uses 5 in. long blades of either the pin end or the plain end style. The blade width and thickness and the number of teeth per inch to use are determined by the type of material and the size of the radius being cut.
NOTE: As a general rule, always select narrow blades for intricate curve cutting and wide blades for straight and large curve cutting.
| Teeth/Inch | Width | Thickness | Speed or Strokes Per Minute | Material Cut |
|------------|---------|-----------|-----------------------------|------------------------------------------------------------------------------|
| 10 | .110 in.| .020 in. | 1,200-1,600 | Popular size for cutting hard and soft woods 3/16 in. up to 2 in. Plastics, paper, felt, bone, etc. |
| 15 | .110 in.| .020 in. | 600-1,200 | Wood, plastics, extremely thin cuts on materials 3/32 in.to 1/2 in. thick. |
| 18 | .095 in.| .010 in. | 400-600 | For tight radius work in thin materials 3/32 in. to 1/8 in. Wood, veneer, bone, fiber, ivory, plastic, etc. |
BLADE INFORMATION
- Scroll saw blades wear out and must be replaced frequently for best cutting results. Scroll saw blades generally stay sharp for 1/2 hour to 2 hours of cutting, depending on type of material and speed of operation.
- In cutting wood, best results are achieved when cutting wood less than one inch thick.
- When cutting wood thicker than one inch, the user must guide the workpiece very slowly into the blade and take extra care not to bend or twist the blade while cutting.
- When choosing a blade, carefully consider the following:
- Very fine, narrow blades should be used to scroll cut in thin material 1/4 in. thick or less.
- Most blade packages state the size or thickness and type of material which that blade is intended to cut. The package should also state the radius or size of curve that can be cut with that blade size.
- Wider blades cannot cut curves as tight or as small as thinner blades.
- Blades wear faster when:
- Cutting plywood, hardwood, and other laminates.
- Cutting material thicker than 3/4 in.
- Side pressure is applied to the blade.
USING VARIABLE SPEED
See Figure 12.
- By turning the variable speed knob, the saw’s speed may be adjusted from a high speed of approximately 1,600 SPM (Strokes Per Minute) to a low speed of approximately 400 SPM.
- To increase the strokes per minute, turn the variable speed knob clockwise or to the right.
- To decrease the strokes per minute, turn the variable speed knob counterclockwise or to the left.
SCROLL CUTTING
For general type scroll cutting, follow the pattern lines by pushing and turning the workpiece at the same time. Do not try to turn the workpiece while engaged in the blade without pushing it – the workpiece could bind or twist the blade.
INTERIOR SCROLL CUTTING
See Figure 13.
- One feature of a scroll saw is that it can be used to make scroll cuts on the interior of a workpiece without breaking or cutting through the edge or perimeter of the board.
- To make interior cuts in the workpiece, remove the scroll saw blade as explained in the section on Installing Blades.
- Drill a 1/4 in. hole in the workpiece.
- Place the workpiece on the saw table with the drilled hole over the access hole in the table.
- Install blade through the hole in the workpiece; adjust the drop foot and blade tension.
- When finished making the interior scroll cuts, simply remove the blade from the blade holders as described in the section on Installing Blades, and remove the workpiece from the saw table.
STACK CUTTING
See Figure 14.
After becoming well acquainted with the saw through practice and experience, you may wish to try stack cutting. Stack cutting may be used when several identical shapes need to be cut. Several pieces of wood may be stacked on top and secured to each other before cutting. The wood pieces may be joined together by placing double sided tape between each piece or by wrapping masking tape around the corners or ends of the stacked wood. You must attach the stacked pieces of wood to each other so they will move on the table as a single piece of material.
MAINTENANCE
WARNING:
When servicing, use only identical replacement parts. Use of any other parts may create a hazard or cause product damage.
WARNING:
Always wear safety goggles or safety glasses with side shields during power tool operation or when blowing dust. If operation is dusty, also wear a dust mask.
GENERAL MAINTENANCE
Avoid using solvents when cleaning plastic parts. Most plastics are susceptible to damage from various types of commercial solvents and may be damaged by their use. Use clean cloths to remove dirt, dust, oil, grease, etc.
WARNING:
Do not at any time let brake fluids, gasoline, petroleum-based products, penetrating oils, etc., come in contact with plastic parts. Chemicals can damage, weaken, or destroy plastic which may result in serious personal injury.
MAINTENANCE
- Keep the saw clean.
- After cleaning the table top initially, apply a thin coat of automobile type (paste) wax to the table top so the wood slides easily while cutting.
- Do not allow pitch to accumulate on the saw table. Clean with gum and pitch remover.
Electric tools used on fiberglass material, wallboard, spackling compounds, or plaster are subject to accelerated wear and possible premature failure because the fiberglass chips and grindings are highly abrasive to bearings, brushes, commutators, etc. Consequently, we do not recommended using this product for extended work on these types of materials. However, if you do work with any of these materials, it is extremely important to clean the product using compressed air.
ARM BEARINGS
See Figure 15.
Lubricate the arm bearings after the first 10 hours of use. Oil after every 50 hours of use or whenever there is a squeak coming from the bearings.
- Carefully place the saw on its side as shown. Remove the rubber cap from the upper and the lower arm of the saw.
- Squirt a few drops of SAE20 oil around the shaft end and arm bearings. Let oil soak in overnight, remaining in this position.
NOTE: Lubricate the bearings on the other side of the saw in this same manner.
MOTOR BRUSHES
See Figure 16.
The saw has externally accessible motor brush assemblies that should be checked periodically for wear. When one of the two brushes becomes worn, replace both brushes.
- Unplug the saw from the power source.
- Carefully place the saw on its side exposing the underside of the saw housing.
- Using a flat blade screwdriver, remove the bottom brush assembly cap through the access hole in the base and the top brush assembly cap from the top of the motor. Gently pry the brush assemblies out using a small screwdriver, point of a nail, or paper clip.
- If one motor brush is worn down shorter than 1/4 in. (6 mm), replace both motor brushes. Do not replace one side without replacing the other. Make sure curvature of brush matches curvature of motor and that the motor brush moves freely in brush tube. Use the blunt end of something thin (eraser end of pencil, etc.) to push the motor brush into the tube until it stays.
- Make sure the motor brush cap is oriented correctly (straight). Tighten motor brush cap using a hand powered screwdriver only. Do not overtighten.
| PROBLEM | CAUSE | SOLUTION |
|---------------------------------------------|----------------------------------------------------------------------|--------------------------------------------------------------------------|
| Motor will not run. | 1. Problem with ON-OFF switch, power cord, or outlet. | 1. Have worn parts replaced before using scroll saw again. Have the proper outlet installed by a qualified electrician. |
| | 2. Motor defective. | 2. Do not attempt any repair. Have repaired by a qualified service technician. |
| Blades breaking. | 1. Too much tension. | 1. Adjust tension. |
| | 2. Feeding too quickly. | 2. Reduce feed rate. |
| | 3. Wrong blade. | 3. Narrow blades for cutting thin wood or tight corners and turns, wide blades for thicker wood or wide turns. |
| | 4. Blade twisting in wood. | 4. Reduce side pressure on blade; check blade tension. |
| Vibration (there is always some vibration when the saw is running). | 1. Improper mounting of saw. | 1. Check mounting. |
| | 2. Mounting surface. | 2. Check mounting in manual. |
| | 3. Loose table or table resting against motor. | 3. Tighten table lock knob. |
| | 4. Loose motor mounting. | 4. Tighten mounting screws. |
| Blade runout (blade not properly aligned with arm motion). | 1. Blade holders out of line. | 1. Realign blade. |
WARNING:
Some dust created by power sanding, sawing, grinding, drilling, and other construction activities contains chemicals known to cause cancer, birth defects or other reproductive harm. Some examples of these chemicals are:
• lead from lead-based paints,
• crystalline silica from bricks and cement and other masonry products, and
• arsenic and chromium from chemically-treated lumber.
Your risk from these exposures varies, depending on how often you do this type of work. To reduce your exposure to these chemicals: work in a well ventilated area, and work with approved safety equipment, such as those dust masks that are specially designed to filter out microscopic particles.
SERVICE
Now that you have purchased your product, should a need ever exist for repair parts or service, simply contact your nearest Authorized Service Center. Be sure to provide all pertinent facts when you call or visit. Please call 1-800-525-2579 for your nearest Authorized Service Center. You can also check our web site at www.ryobitools.com for a complete list of Authorized Service Centers.
MODEL NO. AND SERIAL NO.
The model number of this product will be found on a plate attached to the motor housing. Please record the model number and serial number in the space provided below.
HOW TO ORDER REPAIR PARTS
When ordering repair parts, always give the following information:
- MODEL NUMBER SC164VS
- SERIAL NUMBER
Ryobi® is a registered trademark of Ryobi Limited used under license.
ONE WORLD TECHNOLOGIES, INC.
1428 Pearman Dairy Road, Anderson, SC 29625
Phone 1-800-525-2579
www.ryobitools.com | <urn:uuid:9ccc9f12-6ca8-4cdf-87b7-3c582eba64ad> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 52,645 |
http://www.lansa.com
Newsletter November 2012
LongRange for LANSA
Available for Android devices now!!
Build and maintain native mobile apps for Apple iOS and Android using LANSA development tools and methods. LongRange does not require any programming on the mobile device to use features such as photos, videos, audio recordings, documents, maps and geo-location in LANSA applications. Developers don't have to learn any new programming languages such as Objective C (Apple), Java (Android) or other coding techniques like HTML, CSS and JavaScript.
Read the next pages for all supported platforms and devices!
In This Issue
LongRange for LANSA (Android) Webroutines fail to compile Creating a PDF Document
page 1 Using JSM for calling Stored Procedures page 7
page 5 Use AS2 in LANSA Composer
page 10
page 6 VLF Web problem with Chrome 17
page 11
LongRange Supported Platforms
Supported Android Devices
We support Android 2.3 (or later) on a supported device. We define a supported device to be a device that:
- Is commercially available in the USA or Europe and, in other countries, available in an identical form to either the USA or European versions. In other words, a device that's widely available through a network operator or retail sales outlets.
- Has the latest Android version officially supplied by the manufacturer installed on it.
- Meets the following minimum hardware requirements:
o CPU supports ARM instruction set
o CPU runs at 600Mhz or above
o Screen resolution no less than 240 x 320
Android Devices and Versions Used as Testing Reference Platforms
Currently we use these devices as testing reference platforms:
We normally verify new LongRange Android versions against the above testing reference platforms. We also use them first in trying to reproduce a problem you may report. If a problem cannot be reproduced on a testing reference platform, it may take longer and be more complicated to resolve an issue.
Using Android Devices outside the Supported Device
Definition
You can use Android devices outside the supported device definition providing they use Android 2.3 (or later) and ARM chips.
Please note that issues or problems that you report will only be handled under the terms of your license agreement if they are reproducible on a supported device.
If they are not reproducible on a supported device, any remedial and/or enhancement work performed by LANSA may attract a fee for service.
Webroutines fail to compile after upgrading to V12 SP1 when using an existing custom TSP
After upgrading to V12 SP1 you may find that are not able to generate your webroutine/layouts using an existing custom TSP.
The problem webroutine compiles with errors such as:
PRC0047/LII0855E Failed to retrieve configuration for Technology Service PRC0047/LII0846E Failed to generate XML/XSL
As of V12 SP1 the generator requires that stylesheets contain the weblet_template_call template.
Compliance
To comply with V12 SP1 and beyond, add the following code to the end of your custom TSP:
You will now be able to generate your webroutine without issue.
Creating a PDF Document Using Data from Database
Question
How do you generate a PDF using data from a database? For example, if you have employee details, which includes all their header information and other detail related information like skills, multiple addresses, etc. and you want to put all of this into a PDF document.
What are the solutions worth considering and what is the complexity of each one?
Answer
What is required is to create PDF's dynamically. There are various options when it comes to creating dynamic PDF's. These include:
- PDFDocument service: This uses the shipped LANSA Integrator service to design and build dynamic PDF documents. This is good for creating basic and complex PDF's but requires knowledge of LANSA Integrator, as well as some expertise with XML when designing the layout (since the layout in XML will need to be handcranked).
- CodeStart XSL-FO: This method has a developer UI element which enables the PDF layout to be designed using WAMS or Microsoft Word, along with a custom LANSA Integrator service (FOPService) to generate the dynamic PDF. The advantage of this approach is that it makes it easy to design rich PDF layouts using a WISYWIG editor (e.g. WAM XSL Editor). It does require some expertise with WAM development to create the layouts at design time. Note that this is a custom and chargeable service offered through LANSA Professional Services that can be used either through a CodeStart offering or as part of a larger Services solution. See CodeStart – XSL-FOP PDF Service (http://www.lansa.com/services/xsl-fop-pdf-service.htm) for the CodeStart details.
Using JSM for calling Stored Procedures
SQLService can be used to allow calling (CALL Command) of stored procedures, using IN, OUT and INOUT parameters.
You define each parameter by adding it to a working list in the same order as the stored procedure.
- Use the SET PARAMETER(*CALL) to pass the working list to the SQLService.
- Use the GET OBJECT(*PARAMETERCALL) to get the working list from the SQLService.
- The EXECUTE CALL command will update the parameter call working list with returned values.
- You can still use return parameter and results with this command.
Sample Stored Procedure and JSM Function with Call
IBMi stored Procedure
```
CREATE PROCEDURE JSMJDBC/CALLEXEOUT ( IN CODE CHAR(10), INOUT STS CHAR(10), OUT VAL INT ) LANGUAGE SQL MODIFIES SQL DATA BEGIN DECLARE SQLCODE INTEGER DEFAULT 0; DECLARE SQLSTATE CHAR(5) DEFAULT '00000'; UPDATE JSMJDBC/TBLNAME SET SALARY=16000.26 WHERE ID = CODE; SET VAL = 34; SET STS = 'DONE'; END
```
JSM Function
```
* ********* Beginning of RDML commands ********** FUNCTION OPTIONS(*DIRECT) * ********* DEFINE FIELD(#JSMSTS) TYPE(*CHAR) LENGTH(20) DEFINE FIELD(#JSMMSG) TYPE(*CHAR) LENGTH(255) DEFINE FIELD(#JSMCMD) TYPE(*CHAR) LENGTH(255) * ********* DEFINE FIELD(#CDIR) TYPE(*CHAR) LENGTH(6) DEFINE FIELD(#CTYP) TYPE(*CHAR) LENGTH(10) DEFINE FIELD(#CVAL) TYPE(*CHAR) LENGTH(50) DEF_LIST NAME(#CALLLST) FIELDS((#CDIR) (#CTYP) (#CVAL)) TYPE(*WORKING) * ********* * ********* 'Open service' * ********* USE BUILTIN(JSM_OPEN) TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* * ********* 'Load service' * *********
```
USE BUILTIN(JSM_COMMAND) WITH_ARGS('SERVICE_LOAD SERVICE(SQLSERVICE)
```
TRACE(*YES)') TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* CHANGE FIELD(#JSMCMD) TO('CONNECT DRIVER(DB2) DATABASE(JSMJDBC) USER(ALICK) PASSWORD(xxxx)') USE BUILTIN(JSM_COMMAND) WITH_ARGS(#JSMCMD) TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* USE BUILTIN(JSM_COMMAND) WITH_ARGS('SET ONWARNING(*STOP) SQLSTATE(*ERROR)') TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* * ********* Create call parameter * ********* CLR_LIST NAMED(#CALLLST) CHANGE FIELD(#CDIR) TO('''*IN''') CHANGE FIELD(#CTYP) TO('''*CHAR''') CHANGE FIELD(#CVAL) TO(A1002) ADD_ENTRY TO_LIST(#CALLLST) CHANGE FIELD(#CDIR) TO('''*INOUT''') CHANGE FIELD(#CTYP) TO('''*CHAR''') CHANGE FIELD(#CVAL) TO(SOMETHING) ADD_ENTRY TO_LIST(#CALLLST) CHANGE FIELD(#CDIR) TO('''*OUT''') CHANGE FIELD(#CTYP) TO('''*INTEGER''') CHANGE FIELD(#CVAL) TO(*BLANK) ADD_ENTRY TO_LIST(#CALLLST) ********** CHANGE FIELD(#JSMCMD) TO('SET PARAMETER(*CALL) SERVICE_LIST(CDIR,CTYP,CVAL)') USE BUILTIN(JSM_COMMAND) WITH_ARGS(#JSMCMD) TO_GET(#JSMSTS #JSMMSG #CALLLST) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* * ********* Call procedure * ********* CHANGE FIELD(#JSMCMD) TO('EXECUTE CALL("CALLEXEOUT(?,?,?)") CALLTYPE(*EXECUTE)') USE BUILTIN(JSM_COMMAND) WITH_ARGS(#JSMCMD) TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* * ********* Get call parameter * ********* CHANGE FIELD(#JSMCMD) TO('GET OBJECT(*PARAMETERCALL) SERVICE_LIST(CDIR,CTYP,CVAL)') USE BUILTIN(JSM_COMMAND) WITH_ARGS(#JSMCMD) TO_GET(#JSMSTS #JSMMSG #CALLLST) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) ********** SELECTLIST NAMED(#CALLLST) DISPLAY FIELDS((#CDIR) (#CTYP) (#CVAL)) ENDSELECT * ********* USE BUILTIN(JSM_COMMAND) WITH_ARGS('DISCONNECT') TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG) * ********* * ********* 'Close service' * ********* USE BUILTIN(JSM_CLOSE) TO_GET(#JSMSTS #JSMMSG) EXECUTE SUBROUTINE(CHECK) WITH_PARMS(#JSMSTS #JSMMSG)
```
```
* ********* * ********* SUB ROUTINES * ********* SUBROUTINE NAME(CHECK) PARMS((#JSMSTS *RECEIVED) (#JSMMSG *RECEIVED)) * ********* IF COND('#JSMSTS *NE OK') * ********* DISPLAY FIELDS((#JSMSTS)(#JSMMSG)) USE BUILTIN(JSM_CLOSE) TO_GET(#JSMSTS #JSMMSG) * ********* MENU MSGTXT('Java service error has occurred') * ********* ENDIF * ********* ENDROUTINE * ********* End of RDML commands **********
```
Watch the December 2012 Newsletter!!
Is it possible to use AS2 in LANSA Composer?
LANSA Composer does not provide AS2 support as part of its standard offerings. That is not to say, however, that the AS2 protocol cannot be implemented in LANSA Composer. There are 2 possible ways to implement AS2 in LANSA Composer
- use the LANSA Data Secure Direct (http://www.lansa.com/products/datasecuredirect.htm) product in combination with LANSA Composer. This method has already been implemented successfully in solutions.
- write a custom solution/activity using the AS2 services that are available in LANSA Integrator (see Appendix D. AS2 and AS3 Services in the LANSA Integrator Guide).
For more information on LANSA Composers EDI mapping capabilities, refer to LANSA Composer for EDI (http://www.lansa.com/products/composer_edi.htm).
EPC870 VLF-Web does not work on CHROME 17
If you run VLF-Web on Chrome 17 you will find that the Applications and Business Objects appear on the tool bar regardless of your Framework's setting and that you can no longer execute them.
This is now verified as a low priority defect which can be worked around by adding +touch=N into the URL.
Previous versions of Chrome browsers do not have this problem. | <urn:uuid:6f41b1a3-158d-4ac5-aca6-41707699130a> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 10,155 |
Training Programme
| I Session (1000 to 1115 Hours) | II Session (1130 to 1300 Hours) | III Session (1400 to 1515 Hours) |
|---|---|---|
| Welcome Address by Shri Faisal Imam Director (iCISA) Inaugural Address by Ms. K Ganga, Director General, ICISA | | |
| Introduction to FAA CAG guidelines on FAA | ISSAI on Financial Attest Audit | |
| Meenakshi Sharma, Director General (PPG) O/o The CAG of India, New Delhi | | |
| Audit Planning : Evidence Gathering & Documentation | Reporting, Supervision & Quality Assurance | Certification Audit - SAR for Autonomous bodies |
| Deepak Kapoor, Director(Rep.) O/o The DG Audit, (Defense Services) | | |
| Operationalisation of Finance Attest Audit Manual for audit of Finance & Appropriation Accounts of State Governments | | |
| V. Kurian O/o The Pr. AG (A&E), Karnataka | | |
| Check of consistency between statements in finance accounts and between finance accounts and appropriation accounts | | Introduction to statistical sampling techniques |
| S. S. Sarfare Dy. Director O/o The AG (A&E), Gujarat | | |
| Use of IDEA software for monetary unit sampling in certification audit | Hands on exercise on use of monetary on VLC database | |
| K. P. Singh, Sr. AO O/o The CAG of India, New Delhi | | |
On "Financial Attest Audit" (01 July to 05 July, 2013)
Tea Break: 1115 to 1130 hoursLunch Break: 1300 to 1400 hoursCoffee Break: 1515 to 1530 hours | <urn:uuid:21a9f8c2-5428-4133-89cd-4605f9a73b59> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 1,412 |
Volksheld wider Willen
Das Theater 88 Ramsen spielt das Stück "Der Schütze Tell" diese Woche noch dreimal...
pp. Von der Bühne in der Aula des Ramsemer Schulhauses kommt während der Vorstellung immer wieder Gelächter. Doch es ist nicht schenkelklopfender Humor, der uns hier geboten wird. Mit derber Sprache wird das Klischee eines Nationalhelden demontiert.
Der Tell im Stück von Hansjörg Schneider ist ziemlich beschränkt und hauptsächlich an zwei Dingen interessiert: Am Armbrustschiessen und am Saufen. ersteres übt er wie ein Manischer und treibt es zur Perfektion. Sein Töchterchen, das mit einer Steinschleuder das bewegliche Ziel markiert, hat schon bald eine Schramme am Kopf und läuft den Rest des Stücks mit einem blutigen Kopfverband herum.
Wenn irgendwo ein wildes Tier zu erlegen ist, wird Tell gerufen. Ein solches sei auch der Gessler, Statthalter der neuen Besatzungsmacht, die sich die Zivilisierung der unterentwickelten Bergler auf die Fahnen geschrieben hat. Dies behauptet die einheimische Oberschicht, die um ihre Pfründe fürchtet. Doch Tell sieht absolut nicht ein, wieso er seinen besten Kunden erschiessen sollte, der ihm die Bärenfelle zu einem fairen Preis abkauft.
Schliesslich erschiesst er den Gessler dann doch, als er von diesem beleidigt wird. "Ich bi kan Mörder, aber ich loo mich au nid beleidige!", sagt er, wieder zu Hause und ziemlich blau, als ihm die Fürstin zum "Tyrannenmord" gratuliert. Ein Volksheld will er nicht sein, und nur durch die Aussicht auf eine rechte Pension, die es ihm ermöglicht, den ganzen Tag im Wald schiessen üben zu können, willigt er schliesslich ein und steigt aufs Podest.
Das Stück ist von der Schaffhauser Regisseurin Ingrid Wettstein flüssig und süffig inszeniert und mit Ramsemer Anspielungen versehen worden. Das überzeugende Bühnenbild stammt von Monika Stahel. Was man im Film eine Rahmenhandlung nennen würde, ist hier ein meist im Halbdunkeln liegender Kostümverleih, der von einem kurligen Kauz geführt wird, und dem während des Stücks nach und nach die benötigten Requisiten und Kostüme entnommen werden. Das gar nicht laienhafte Auftreten der Laienschauspieler und -schauspielerinnen schliesslich macht den Besuch einer Aufführung endgültig zu einem Theatererlebnis. | <urn:uuid:f392badd-c996-4506-981a-3e62471dc6c5> | HuggingFaceFW/finepdfs/tree/main/data/deu_Latn/train | finepdfs | deu_Latn | 2,252 |
#CHAMPIONSGOBEYOND
CHL
CHAMPIONS HOCKEY LEAGUE
CARDIFF DEVILS
VELKÁ BRITÁNIE
ČTVRTEK 5. 9. 2019 - 18:00
MOUNTFIELD HK
V
FRÖLUNDA INDIANS
ŠVÉDSKO
SOBOTA 7. 9. 2019 - 17:00
SOUTĚŽ
ROZHOVOR
ZAJÍMAVOSTI
SESTAVY
GRAZ 99ERS
RAKOUSKO
STŘEDA 16. 10. 2019 - 17:00
championshockeyleague.com
facebook.com/championshockeyleague
twitter.com/@championshockey
instagram.com/@championshockey
youtube.com/championshockeyleague
CHAMPIONS HOCKEY LEAGUE 2019/20
32 teams
13 leagues
Skupina A
- KAC Klagenfurt
- EHC Biel-Bienne
- Tappara Tampere
- Frisk Asker
Skupina B
- HC Plzeň
- EV Zug
- HPK Hämeenlinna
- Rungsted Seier Capital
Skupina C
- Augsburger Panther
- Luleå Hockey
- Belfast Giants
- Bílý Tygrí Liberec
Skupina D
- Yunost Minsk
- Lahti Pelicans
- Lausanne HC
- Oceláři Třinec
Skupina E
- Kärpät Oulu
- SC Bern
- Grenoble
- Skellefteå AIK
Skupina F
- Djurgården Stockholm
- Adler Mannheim
- GKS Tychy
- Vienna Capitals
Skupina G
- Färjestad Karlstad
- Red Bull Munich
- HC Ambri-Piotta
- HC05 Banská Bystrica
Skupina H
- Cardiff Devils
- Frölunda Indians
- Graz99ers
- Mountfield HK
TERMÍNY ZÁPASŮ SKUPINY H:
| Date | Time | Home Team | Away Team | Score |
|------------|--------|--------------------|-------------------|-------|
| 30.8.2019 | 18:00 | Frölunda Indians | Graz99ers | 5 - 6 SN |
| 30.8.2019 | 20:30 | Cardiff Devils | Mountfield HK | 3 - 2 |
| 1.9.2019 | 16:00 | Frölunda Indians | Mountfield HK | 2 - 3 |
| 1.9.2019 | 17:00 | Cardiff Devils | Graz99ers | 4 - 3 SN |
| 5.9.2019 | 18:00 | Mountfield HK | Cardiff Devils | |
| 5.9.2019 | 20:20 | Graz99ers | Frölunda Indians | |
| 7.9.2019 | 17:00 | Mountfield HK | Frölunda Indians | |
| 7.9.2019 | 19:15 | Graz99ers | Cardiff Devils | |
| 8.10.2019 | 18:00 | Frölunda Indians | Cardiff Devils | |
| 8.10.2019 | 19:30 | Graz99ers | Mountfield HK | |
| 15.10.2019 | 20:30 | Cardiff Devils | Frölunda Indians | |
| 16.10.2019 | 17:00 | Mountfield HK | Graz99ers | |
FINANČNÍ DOTACE:
- 2014/15: 1,500,000 EUR
- 2015/16: 1,500,000 EUR
- 2016/17: 1,500,000 EUR
- 2017/18: 1,500,000 EUR
- 2018/19: 1,500,000 EUR
- 2019/20: 1,500,000 EUR
- 2020/21: 1,500,000 EUR
- 2021/22: 1,500,000 EUR
- 2022/23: 1,500,000 EUR
- TOTAL: 1,500,000 EUR
- CHAMPIONS: 1,500,000 EUR
- TRAVEL COMPENSATION: 1,500,000 EUR
*These numbers are subject to approval by the CHL board every season.*
ING. ALEŠ KMONÍČEK
GENERÁLNÍ MANAŽER
MOUNTFIELD HK
NAŠÍM CÍLEM JE POSTOUPIT DO VYŘAZOVACÍ FÁZE
Vážení hokejoví příznivci,
hokejový klub Mountfield HK vstupuje do sedmé extraligové sezóny a už potřetí za sebou si díky umístění v minulém ročníku zajistil účast v Champions Hockey League. Soutěž, která v Evropě postupem doby nabírá stále více na prestiži. O tom svědčí také skutečnost, že se CHL rozhodli finančně směrem k zúčastněným klubům podporit i Český svaz ledního hokeje.
Tyto zápasy vnímáme jako kvalitní prověrku před zahájením nového extraligového ročníku. Pro některé hráče to bude premiérová účast mezi elitními celky Evropy a pro všechny hokejisty získávání nových cenných zkušeností z mezinárodního hokeje. Podobná utkání mohou pomoci v kariérním růstu jednotlivých hráčů a zároveň jsou velice zajímavá při srovnávání herních stylů a vzájemného měření sil také pro fanoušky.
Náš klub se na svůj třetí start v CHL těší a jelikož chceme být v letošním ročníku úspěšní, podílili jsme tomu i přípravu, kde jsme se utkali s několika kvalitními zahraničními kluby. Rádi bychom postoupili minimálně ze skupiny, i když vnímáme sílu jednotlivých soupeřů v naší skupině.
Dobře víme, že favoritem je tým Frölundy, který již několik ročníků vyhrál. Nepodeceňujeme ani týmy Cardiffu a Grazu, které patřily k těm nejlepším ve svých domácích soutěžích a účast v CHL je pro ně také velice prestižní.
Věřím ale, že celý tým Mountfield HK udělá vše, co bude v jeho silách, aby v nadcházejícím ročníku Champions Hockey League postoupil do vyřazovací fáze.
championshockeyleague.com facebook.com/championshockeyleague twitter.com/championshockey
@championshockey youtube.com/championshockeyleague
SOUPISKA TÝMU
| číslo | jméno | národnost | pozice | narozen | výška (cm) | hmotnost (kg) | hůl |
|-------|-------------|-----------|----------|-------------|------------|----------------|-----|
| 91 | Dvorák Daniel | Česko | brankář | 9.1.2000 | 193 | 80 | L |
| 1 | Lukes Stepan | Česko | brankář | 25.2.1996 | 183 | 92 | P |
| 2 | Mazanec Marek | Česko | brankář | 18.7.1991 | 193 | 90 | P |
| 27 | Cibulsiks Oskars | Lotyssko | obránce | 9.4.1988 | 189 | 97 | L |
| 69 | Cáp Zdenek | Česko | obránce | 12.6.1992 | 180 | 77 | L |
| 10 | Gaspar Michael | Česko | obránce | 31.10.1999 | 178 | 81 | L |
| 95 | Havranek Stepan | Česko | obránce | 15.7.1997 | 184 | 84 | L |
| 77 | Nedomel Richard | Česko | obránce | 1.7.1993 | 193 | 109 | L |
| 45 | Pavlik Filip | Česko | obránce | 20.7.1992 | 181 | 94 | P |
| 44 | Rosandic Mislav | Chor/Svk | obránce | 26.1.1995 | 181 | 90 | L |
| 5 | Samuelsson Philip | Swe/USA | obránce | 26.7.1991 | 189 | 88 | L |
| 41 | Salda Radim | Česko | obránce | 18.2.1999 | 184 | 92 | L |
| 24 | Zamorsky Petr | Česko | obránce | 3.8.1992 | 182 | 86 | P |
| 13 | Berger Jan | Česko | útočník | 8.2.1989 | 182 | 93 | P |
| 96 | Bicevsckis Maris | Lotyssko | útočník | 3.8.1991 | 179 | 83 | L |
| 6 | Cingel Lukas | Česko | útočník | 10.6.1992 | 187 | 90 | L |
| 65 | Červený Rudolf "A" | Česko | útočník | 6.8.1989 | 183 | 85 | L |
| 29 | Dragoun Michal | Česko | útočník | 12.4.1983 | 183 | 85 | L |
| 63 | Dvorak Jaroslav | Česko | útočník | 21.3.1999 | 185 | 83 | L |
| 71 | Chalupa Matej | Česko | útočník | 26.7.1998 | 186 | 87 | L |
| 26 | Jergl Aleš | Česko | útočník | 18.4.1994 | 181 | 81 | P |
| 59 | Kubik Adam | Česko | útočník | 21.10.1998 | 184 | 82 | L |
| 14 | Miskat Patrik | Česko | útočník | 29.3.1996 | 189 | 96 | L |
| 67 | Paulovic Matej | Slovensko | útočník | 13.1.1995 | 188 | 90 | P |
| 98 | Pavlik Radovan "A" | Česko | útočník | 18.2.1998 | 177 | 74 | L |
| 94 | Perret Jordann | Francie | útočník | 15.10.1984 | 179 | 80 | L |
| 62 | Pilar Radek | Česko | útočník | 8.7.1996 | 178 | 82 | L |
| 61 | Rakos Daniel | Česko | útočník | 25.5.1987 | 189 | 88 | L |
| 70 | Smolenjak Radek "C" | Česko | útočník | 13.2.1986 | 191 | 97 | L |
| 81 | Vincour Tomas | Česko | útočník | 19.11.1990 | 190 | 105 | P |
| 36 | Vopelka Lukas | Česko | útočník | 2.3.1996 | 184 | 91 | P |
REALIZAČNÍ TÝM
Tomáš Martinec - hlavní trenér
Petr Svoboda - asistent trenéra
Ales Kratoska - asistent trenéra
Michal Tvrdik - kondiční trenér
Patrik Stehno - videotrenér
Robert Horyna - trenér brankářů
Ladislav Soucek - vedoucí mužstva
Tomas Barton - masér
Petr Pluhar - kustod
Radovan Sakalaš - fyzioterapeut
Jakub Dudek - fyzioterapeut
MUDr. Jan Vicha - lékař
MUDr. Jan Folvarsky - lékař
CARDIFF DEVILS
Rok založení: 1986 / Aréna: Viola Arena
Otevřena: 2016 / Kapacita: 3 095
Adresa: Cardiff International Sports Village, Cardiff Bay
Klubové barvy: červená, bílá, černá
- šestinásobný vítěz základní části British Elite Ice Hockey League
- šestinásobný vítěz Play off EIHLL
- trojnásobný vítěz britského poháru
Prezident klubu: Todd Kelman
Generální manažer: Todd Kelman
Marketingový manažer: Kris Agland
Ředitel rozvoje: Neil Francis
HISTORIE KLUBU:
Klub Cardiff Devils vznikl v roce 1986, kdy byla v centru hlavního města Walesu postavena národní aréna. Vytvořením hokejového týmu byl pověřen 25letý Kanadán John Lawless, který před tím pomohl na nohy hokej v Peterborough a později po zisku britského občanství hrál za národní tým na světových šampionátech. V roce 1997 byl uveden do Sně slávy britského ledního hokeje. Bylo to ve stejný rok, kdy Dáblové získali svůj první mistrovský titul v nejvyšší britské soutěži.
V posledních letech jsou Cardiff Devils jedním z nejúspěšnějších hokejových klubů ve Velké Británii. Pravidelně se umísťují mezi nejlepšími třemi týmy v nejvyšší soutěži. V minulé sezóně obsadilo mužstvo po dvou zlatých ročnicích druhé místo. Ve všech případech se také kvalifikovalo do CHL. Devils k tomu pomohla také skutečnost, že se vítězové ligy z Belfastu dostali do soutěže díky úspěchu v kontinentálním poháru. Z britské ligy poté mohli jít do Champions Hockey league tým z druhého místa, a to byli právě Dáblové z Cardiffu.
Při první účasti v CHL Cardiff Devils zamotali hlavu favoritům v základní skupině, když na domácím ledě dokázali porazit švýcarský HC Davos a také švédský tým Växjö Lakers. Na postup do vyřazovací části to ale nakonec nestačilo. V minulém ročníku Dáblové nedokázali v základní skupině vyhrát ani jeden duel. Přesto sehráli několik vynovených zápasů. Svedli o tom i porážky v produzení s týmy Växjö Lakers a SC Bern.
Devils hráli své domácí zápasy ve Wales National Ice Aréně do roku 2006, kdy byl zimní stadion zbourán, a cekalo se na výstavbu nové modernější haly. Přechodné období se nakonec protáhlo na 10 let, během kterých Dáblové nastupovali k utkáním v dočasném stadionu v Cardifském zájivu. V březnu 2016 se přestěhovali do nového stánku, který nese název Viola Arena a pojme 3095 diváků. V komplexu se nachází také další tréninkové kluziště, což je ve Velké Británii velice výjimečné.
KLUBOVÉ LEGENDY:
Doug McEwen, John Lawless,
Jason Stone, Steve Moria
ZAJÍMAVOST:
V nejvyšší britské hokejové soutěži je více ceněný úspěch Týmu po základní části, než v play off.
NOVÍ HRAČI TÝMU PŘED SEZONOU 2019/20
Blair Riley, útočník (Belfast Giants, EHL, VB)
Mike McNamee, útočník (Aalborg Pirates, Metal Ligaen, Dánsko)
Masi Marjamäki, útočník (Pirätit Chomutov, TELH)
Sean McMonagle, obránce (Frisk Asker, GET Ligan, Norsko)
Sam Jardine, obránce (Newfoundland Growlers, ECHL, Kanada)
Matias Sointu, útočník (IK Oskarshamn, Allsvenskan, Švédsko)
SOUPISKA TÝMU
| číslo | jméno | národnost | pozice | narozen | výška (cm) | hmotnost (kg) | hůl |
|-------|-------------|---------------|----------|------------|------------|----------------|-----|
| 33 | Bowns Ben | Anglie | brankář | 21. 1. 1991| 188 | 96 | L |
| 32 | Lawday Jordan | Anglie | brankář | 28. 8. 1998| 168 | 63 | L |
| 30 | Murdy Thomas | Anglie | brankář | 26. 4. 1991| 173 | 64 | L |
| 41 | Batch Josh | Anglie | obránce | 15. 1. 1991| 193 | 100 | L |
| 20 | Fournier Gleason | Kanada | obránce | 8. 9. 1991 | 183 | 87 | L |
| 4 | Louis Mark | Kanada | obránce | 18. 4. 1987| 193 | 102 | P |
| 3 | Monagle Sean | Kanada/Itálie| obránce | 19. 1. 1988| 185 | 88 | L |
| 23 | Mosey Evan | USA/Anglie | obránce | 17. 3. 1989| 180 | 84 | P |
| 91 | Reddick Bryce | USA/Kanada | obránce | 5. 8. 1989 | 178 | 82 | P |
| 17 | Richardson Mark | Anglie | obránce | 3. 10. 1986| 183 | 88 | P |
| 85 | Bentivoglio Sean | Kanada/Itálie| útočník | 16. 10. 1985| 178 | 86 | L |
| 11 | Dixon Stephen | Kanada | útočník | 7. 9. 1985 | 182 | 88 | L |
| 16 | Duggan Samuel | Anglie | útočník | 13. 7. 1998| 187 | 90 | P |
| 27 | Haddad Joey "A" | Kanada | útočník | 12. 10. 1988| 188 | 86 | L |
| 70 | Linglet Charles | Kanada/Blr | útočník | 22. 6. 1982 | 188 | 92 | L |
| 15 | Marjamäki Masi | Finsko | útočník | 16. 1. 1985 | 188 | 92 | L |
| 88 | Martin Joey "C" | Kanada | útočník | 29. 7. 1988 | 178 | 84 | L |
| 89 | McNamee Mike | Kanada | útočník | 23. 10. 1992| 183 | 81 | L |
| 8 | Myers Matthew "A" | Wales | útočník | 6. 11. 1984 | 188 | 93 | P |
| 42 | Pope Matt | Kanada | útočník | 5. 8. 1984 | 187 | 92 | P |
| 25 | Riley Blair | Kanada | útočník | 1. 11. 1985| 183 | 98 | P |
| 37 | Rutkis Toms | Lotyšsko/Anglie| útočník | 9. 11. 1997 | 184 | 75 | L |
| 67 | Sointu Matias | Finsko | útočník | 10. 2. 1990 | 178 | 85 | L |
REALIZAČNÍ TÝM
Andrew Lord - hlavní trenér
Luke Piggott - asistent trenéra
Dan Forbes - kondiční trenér
Daniel Brabon - trenér brankářů
championshockeyleague.com
@championshockey
championshockeyleague
@championshockey
championshockeyleague
@championshockey
championshockeyleague
JOEY MARTIN ÚTOČNÍK, 31 LET:
Kanadský útočník zahájil už šestou sezonu v týmu Cardiff Devils a mezi svými fanoušky má přezdívku „Goat“ (nejlepší ze všech). Všeobecně je považován za nejklíčovějšího hráče, který kdy oblékl dres Ďábůlů z Cardiffu. Pokaždé v předchozích pěti letech byl zvolen do All-Star britské nejvyšší soutěže; trikrát byl vyhlášen nejlepším útočníkem v lize a dvakrát si odnesl trofej pro celkově nejlepšího hráče soutěže. Předností Joeyho Martina je ofenzivní hra založená na rychlosti a šikovnosti. I přes drobnější postavu se nebojí jít do osobních souborů.
CHARLES LINGLET, ÚTOČNÍK, 37 LET:
Linglet začíná svou druhou sezonu v dresu Ďábůlů poté, co minulé léto posílil tým příchodem z Dinama Minsk. Během šesti let v KHL získal kanadský útočník také běloruské občanství a tuto zemi reprezentoval i na světových šampionátech. V roce 2009 nastoupil k pěti utkáním NHL za Edmonton Oilers. V KHL odehrál téměř 8 sezón. Velice produktivní útočník zaznamenal v minulém ročníku během 76 zápasů 96 kanadských bodů. V celkovém bodování soutěže skončil na třetím místě.
BEN BOWNS, BRANKÁŘ, 28 LET:
Britský brankář je u Devils šestým rokem. V minulé sezoně byl jedním z klíčových hráčů týmu při cestě za titulem v play off. Ve finálovém utkání proti Belfast Giants pochytal 35 z 36 střel a dovod mužstvo k zisku deváté trofeje během posledních pěti let. Stal se gólmanskou jedničkou britské reprezentace a měl velkou zaslouhu na tom, že národní tým zůstal v nejvyšší skupině světového šampionátu. Na posledním mistrovství světa vytvořil rekord v počtu chycených střel v průběhu zápasů základní skupiny, kdy si připsal 230 úspěšných zákroků.
CO ŘEKL O MOUNTFIELDU HK
HLAVNÍ TRENÉR ANDREW LORD:
„Známe hradecky tým velice dobře z jejich utkání proti Nottinghamu před dvěma lety a neděláme si iluze o tom, že by to díky tomu mohlo být pro nás snazší. Víme, že jim tenkrát chybělo v sestavě pár klíčových hráčů. Je dobré, že začínáme soutěž na domácím ledě, ale musíme bojovat s maximálním úsilím od začátku až do konce, abychom měli nějakou šanci proti Hradci bodovat.“
OFICIÁLNÍ DRESY V PRODEJI
FANSHOP.MOUNTFIELDHK.CZ
VE FRÖLUNDĚ TO BYL VÝKON, OD KTERÉHO SE CHCEME ODRAZIT, ŘÍKÁ ÚTOČNÍK ALEŠ JERGL
První ostré zápasy v hradeckém dresu má za sebou talentovaný útočník Aleš Jergl. 25letá posila z Olomouce nastoupila ke dvěma utkáním CHL a v duelu proti Frölunde pomohla ve Švédsku gólem k vítězství 3:2 nad obhájcem trofeje. Úvodní zápas základní skupiny Lvi stejným poměrem ve Walesu prohráli a podle Jergla bylo znát, že jim durázný styl týmu nabitého kanadskými hokejisty přilis neseděl.
Řekl bych, že Devils hráli mnohem tvrdším způsobem. Dohrávali některé soubory i dvě tři vteřiny po odehrání koutce a to nám moc nevyhovovalo. Frölunda se snažila hrát víc na puku a to nám asi vyhovovalo mnohem více.
Hokejisté švédského týmu také mohli být pod podobným tlakem, protože v roli obhájce trofeje prohráli úvodní duel doma s Grazem. Bylo to na ledě znát, že do toho šli s veškerým úsilím?
Určitě chtěli moc, bylo to citit při každém střídání od začátku až do konce. Myslím si, že i diváci to museli jednoznačně vidět, jak chtěli být aktivní, držet se na puku a vytvořit si tlak. Do nějakého souvislejšího jsme je ale nepustili, pokud nepočítám přesilové hry soupeře.
Vysílali jste z kvalitní obrany. Bylo to záměr a pokyny od trenérů před zápasem?
Myslím si, že tohle byl náš základní kámen, od kterého jsme se chtěli odrazit. Hrát svědomitě vzadu, každý na maximum a předešvím jako tým. Zároveň hodně bruslit a napadat, abychom jim znejpravdělněji rozehrávku a donutili je k chybám. Podle mě nám to docela vycházel, a proto jsme vyhráli.
Dal jsi důležitý první gól, který padl ve chvíli, kdy jsi byl hákován, ale ještě ses před brankovištěm stihl prosadit. Věřil jsi, že to zvládněš?
Dal jsem si tam tělo a nohu před hráče, takže mu nezbývalo nic jiného, než mě zkoustit zahákovat. Naštěstí i z toho záklonu jsem si to ještě stihl dát do backhandu a zasunout mezi betony.
Ve druhé třetině podobné situace s utkáním v Cardiffu. Vedli jste, a poté inkasovali při oslabení 3 na 5. Na kolena vás to ale kontaktní gól nesrazil.
Řekl jsem si, že nemůžeme ustupovat, i když vedeme. Bylo to jen o jeden gól, takže jsme hráli stále to, co po nás trenéři chtěli. I ve třetí třetině jsme chtěli být aktivní a bylo super, že jsme nepolevili. To by určitě uměli domácí hokejisté potrestat. Navíc velice dobře zachytil také Marek Mazanec.
Bylo slyšet těch asi 20 fanoušků, kteří se vydali na trip a doprovázeli vás v obou městech?
Fanoušci byli perfektní. I ta malá skupinka byla v obou arénách slyšet. Jsme za to strašně vděční, že vyrazí na tak dlouhou cestu a podporují nás i dále za hranicemi našeho klubu.
Jaké podle Tebe budou odvety na domácím ledě?
Řekl bych, že welšský celek to zase bude hodně řezat, možná ještě více než doma. Domácí půda by ale měla být naši velkou výhodou, protože tady nás fanoušci poženou dopředu. Když udržíme naši taktiliku tak věřím, že Devils doma porazíme. No a Frölunda, ta bude silná kdekoliv. Možná hráčům švédského klubu už trochu teče do bot, takže se z jejich strany zase dá očekávat největší možný náboj. Naše základní skupiny může být ještě hodně zamotaná, my ale uděláme vše pro to, abychom na postupových příčkách nechyběli.
VELKÁ TIPOVACÍ SOUTĚŽ
O DRES Radka Smoleňáka
Chcete vyhrát originální CHL dres kapitána hradeckeho týmu Radka Smoleňáka s jeho vlastnoručním podpisem?
STAČÍ, KDYŽ SE ZAPOJÍTE DO NAŠÍ SOUTĚZE A BUDETE MÍT NEJLEPŠÍ ODHAD ZE VŠECH.
Odpovězte na otázky a během samotného utkání pak sledujte, jakými jsou Vaše tipy.
VAŠE TIPY po skončení normální hrací doby: (po 60 minutách hry)
- výsledek zápasu
- střelci gólů týmu Mountfield HK
- který tým dá 1. gól
- v jaké třetině padne největší počet gólů
- který tým bude mít více vyloučených hráčů
- který tým využije větší počet přesilových her
- který tým vyhraje větší počet vhazování
BONUSOVÁ OTÁZKA ZA 3 BODY:
- který hráč vstřelil poslední gól utkání (včetně prodloužení a samostatných nájezdů)
Vaše tipy POSÍLEJTE NEJPOZDĚJI DO ZAČÁTKU UTKÁNÍ Mountfield HK - Graz 99ers, tedy do 16. 10. 2019 do 17 hodin na e-mailovou adresu: email@example.com
CHCETE ZÍSKAT 3 BODY NAVÍC?
Dokažte, že jste přišli podpořit svůj tým na zápas Hradec – Graz! Pošlete do půlnoci 16.10. ještě jeden email s fotkou z utkání, aby byl vidět hráč celku Graz 99ers a 3 body jsou Vaše!
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**FRÖLUNDA INDIANS**
Rok založení: 1944 / Aréna: Frölundaborg
Otevřena: 1969 / Kapacita: 6 044
Adresa: Mikael Ljungbergs väg 11, 401 25 Göteborg
Klubové barvy: červená a zelená
- pětinásobný vítěz švédské ligy
- trojnásobný vítěz Champions Hockey League
Prezident klubu: Mats Grauers
Generální manažer: Christian Lechtaler
Sportovní ředitel: Fredrik Sjöström
Asistent generálního manažera: Björn Liljander
**HISTORIE KLUBU:**
Hokejový klub vznikl ve švédském Göteborgu v roce 1938 jako součást Västra Frölunda IF a osamostatnil se v roce 1984. O 11 let později zvolili do názvu klubu slovo „Indiáni“. Bylo to reakce na skutečnost, že od 60. let začali fanoušci nazývat hokejový klub „divokým zápasem“. Vedení klubu nechtělo prezdivku ve spojení s revolvery a puškami, proto se zavrhlul návrh na bojovce a jasnou volbou se stali indiáni.
První titul získal tým z Frölundy v roce 1965 a o té chvíli čekali fanoušci na další úspěch v podobě zlatého stupínku dlouhých 38 let. V roce 2003 ukončil dlouhá čekání v rozhodujícím finálové duelu ve třetím prodloužení Tomi Kallio, který se v ten rok vrátil domů po několika letech v NHL. Další velký úspěch přišel o dva roky později, kdy mužstvo z Frölundy vytvořilo rekord švédské ligy v počtu získaných bodů během základní části. Bylo to o to pozoruhodnější, že se v soutěži objevil velký počet hokejistů z NHL, kde probíhala stávka. Klub z Göteborgu se tak mohl opřít o světovou hvězdu a kapitána klubu Ottawa Senators Daniela Alfredssona. Za poslední 4 roky slavili Indiáni titul hned třikrát. Domácí zápasy v nejvyšší švédské soutěži hraje Frölunda v hale Scandinavium, která pojme 12 044 fanoušků. S průměrem přes 10 000 fanoušků na zápasy měl klub v minulé sezóně největší průměr v počtu návštěvníků v SHL. V letech 2016 a 2019 získali Frölunda Indians double, když triumfovali v domácí soutěži a zároveň také v CHL.
**KLUBOVÉ LEGENDY:**
Lars-Erik Lundvall, Jörgen Pettersson, Stefan Larsson, Tomi Kallio, Ronnie Sundin, Niklas Andersson, Henrik Lundqvist, Daniel Alfredsson, Erik Karlsson, Joel Lundqvist.
**ZAJÍMAVOST:**
Americký útočník Ryan Lasch je historicky nejproduktivnějším hráčem CHL. V dresech týmu Frölunda Indians, SC Bern a TPS Turku nasbíral do letosního ročníku 69 kanadských bodů. Sportovní ředitel klubu Frölunda Indians Fredrik Sjöström byl švédským hokejovým reprezentantem a v NHL odehrál 506 zápasů.
**NOVÍ HRAČI TÝMU PŘED SEZONOU 2019/20**
Julius Bergman, obránce (Hartford Wolf Pack, AHL, USA)
Nicklas Lasu, útočník (Karpat Oulu, Liiga, Finsko)
Theodor Lennström, obránce (Färjestad Karlstad, SHL, Švédsko)
Niklas Rubin, brankář (Lulea Hockey, SHL, Švédsko)
Karl Stollery, obránce (Jokereit Helsinki, KHL, Finsko)
Johan Sundström, útočník (Kunlun Red Star, KHL, Čína)
**SOUPISKA TÝMU**
| číslo | jméno | národnost | pozice | narozen | výška (cm) | hmotnost (kg) | húl |
|-------|----------------|-----------|----------|-------------|------------|---------------|-----|
| 33 | Mattson Johan | Švédsko | brankář | 25. 4. 1992 | 193 | 89 | L |
| 41 | Rubin Niklas | Švédsko | brankář | 23. 12. 1995| 182 | 82 | L |
| 63 | Bergman Julius | Švédsko | obránce | 2. 11. 1995 | 186 | 93 | P |
| 8 | Ekbom Viktor | Švédsko | obránce | 1. 6. 1989 | 190 | 96 | L |
| 36 | Gormley Brandon| Kanada | obránce | 18. 2. 1992 | 188 | 89 | L |
| 15 | Grönlund Anders| Švédsko | obránce | 3. 1. 1989 | 185 | 84 | L |
| 34 | Lennström Theodor| Švédsko | obránce | 8. 8. 1994 | 186 | 76 | L |
| 3 | Moverare Jacob | Švédsko | obránce | 31. 8. 1998 | 191 | 90 | L |
| 55 | Printz David | Švédsko | obránce | 24. 7. 1980 | 193 | 100 | L |
| 7 | Stollery Karl | Kanada | obránce | 21. 11. 1987| 180 | 82 | L |
| 72 | Carlsson Patrick| Švédsko | útočník | 3. 11. 1987 | 179 | 92 | P |
| 11 | Fagemo Samuel | Švédsko | útočník | 14. 3. 2000 | 181 | 81 | L |
| 12 | Friberg Max | Švédsko | útočník | 20. 11. 1992| 179 | 90 | L |
| 59 | Hjalmarsson Simon "A" | Švédsko | útočník | 1. 2. 1989 | 184 | 85 | L |
| 81 | Lasch Ryan | USA | útočník | 22. 1. 1987 | 170 | 88 | L |
| 31 | Lasu Nicklas | Švédsko | útočník | 16. 9. 1989 | 182 | 85 | L |
| 20 | Lundqvist Joel "C" | Švédsko | útočník | 2. 3. 1982 | 184 | 86 | L |
| 40 | Mustonen Joel | Finsko | útočník | 18. 9. 1992 | 179 | 80 | P |
| 51 | Olsen Mats Rosseli | Norsko | útočník | 29. 4. 1991 | 180 | 82 | L |
| 44 | Peterson Jacob | Švédsko | útočník | 19. 7. 1999 | 186 | 92 | L |
| 49 | Rakshani Rhett | Irán/USA | útočník | 6. 3. 1988 | 178 | 92 | P |
| 17 | Stålberg Sebastian| Švédsko | útočník | 6. 3. 1990 | 185 | 78 | L |
| 28 | Sundström Johan | Švédsko | útočník | 21. 9. 1992 | 189 | 81 | L |
**REALIZAČNÍ TÝM**
Roger Rönnberg - hlavní trenér
Kristoffer Näslund - asistent trenéra
Viktor Stråle - asistent trenéra
Pár Edlund - kondiční trenér
Kristoffer Martin - trenér brankářů
Stina Hedinová - kondiční trenérka
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JOEL LUNDQVIST, ÚTOČNÍK, 37 LET:
Kapitán týmu a jeden z nejprominentnějších hokejistů historie klubu. Je produktem akademie Frölundy, která se zaměřuje na rozvoj hráčů v mladém věku. V roce 2000 debutoval v A-týmu v nejvyšší švédské soutěži v 18 letech. Během své kariéry u Indiánů se stal 4x švédským mistrem a 3x vítězem CHL. Pravidelně také dostává pozvání do reprezentačního vyběru a v národním dresu třikrát slavil zlato na světovém šampionátu. Tři sezóny také odehrál v NHL v dresu týmu Dallas Stars. Je dvojčetem jednoho z nejlepších brankářů historie NHL Henrikka Lundqvista, který chytá za New York Rangers.
RYAN LASCH, ÚTOČNÍK, 32 LET:
32letý Američan se vrátil do Frölundy po ročním působení ve švýcarském Bernu. Byl jedním z klíčových hráčů týmu, který v letech 2016 a 2019 získal double v domácí lize i v CHL. Pro svůj duraz a obětavost patří k nejoblíbenějším hokejistům mezi fanoušky Indians. V minulé sezoně získal trofej Stefana Livha pro nejuzitečnějšího hráče Play off, když Frölunda získala svůj pátý titul v historii. Celkem už má na svém kontě 5 titulů v evropských soutěžích.
NICKLAS LASU, ÚTOČNÍK, 29 LET:
Švédský útočník je dlouhodobě spojený s klubem Indiánů, ale v minulých dvou sezonách si odskočil vyžitou nejvyšší soutěž ve Finsku, kde s týmem Karpat Oulu získal mistrovský titul. S Frölundou slavil v roce 2016 a po svém návratu by měl být opět jedním z hlavních tahounů při pokusu o obhajobu vítězství. Lasu je znám svým durazem a bojovností, kdy využívá svých dovedností na obou stranách ledové plochy. Je tak velice platný také při hře v oslabení.
CO ŘEKL O MOUNTFIELDU HK
HLAVNÍ TRENER ROGER RÖNNBERG:
„Český týmy jsou vždy velice těžkým protivníkem, a to platí i pro Hradec, který se drží mezi nejlepšími celky v soutěži už několik let.“
Navštivte Bílou věž v Hradci Králové
Poznejte historii města díky audiovizuální technologií umístěné uvnitř nejvyšší královhradecké dominanty. Bílá věž ve svých útrobách ukryvá unikátní skleněný model věže, přes 500 let starý zvon Augustin a původní hodinový stroj sestrojený Josefem Božkem v roce 1829.
www.bilavez.cz
Moser Medical Graz 99ers
Rok založení: 1999 / Aréna: Merkur Eisstadion
Otevřena: 1963 / Kapacita: 4 126
Adresa: Zoisweg 15, 8041 Graz
Klubové barvy: černá a oranžová
Prezident klubu: Jochen Pildner-Steinburg
Generální manažer: Bernd Vollmann
Sportovní ředitel: Doug Mason
Ředitel rozvoje: Bernd Vollmann
HISTORIE KLUBU:
Klub Moser Medical Graz 99ers vznikl v roce 1999 symbolicky 9.9. Stal se následovníkem organizace EHC Graz, která kvůli finančním problémům zanikla. Začátek hokejového sportu se ve štýrském městě datuje do roku 1947. Tým měl premiéru ve druhé divizi – Rakouské národní lize. Hned první sezóna přinesla postup do nejvyšší soutěže, když 99ers dominovali v základní části a v play off porazili Zel lam See 3:1 na zápasy.
Kanadský koach Dough Mason přišel do klubu v roce 2016 po angažmá v Klagenfurtu. Úspěšná sezóna přišla rok poté, co tým skončil po katastrofické sezoně na poslední příčce EBEL. Vyhral základní část a v play off postoupil až do semifinále.
Graz 99ers se do CHL kvalifikovali jako vítězové základní části línosé sezóny EBEL. Díky tomu si poprvé v historii klubu vyžádaly tuto soutěž a mohou se pomíňat z dalšími celky z evropských hokejových velnic. Rakouský celek byl jedním z prvních, který si vstupenku do letosní CHL vybojoval, i když před sezónou málo kdokoliv počítal s tím, že by 99ers pohybovali na předních místech.
Své zápasy hrají hokejisté Grazu v nově zrekonstruované aréně, které se přezdívá "Bunkr".
KLUBOVÁ LEGENDA:
Thomas Vanek
Zajímavost:
Kanadský útočník Colton Yellow-Horn vstupuje na ledovou plochu před každým utkáním vždy jako poslední z týmu.
V minulosti hrál v barvách Grazu nejlepší rakouský hokejista Thomas Vanek, který se výrazně prosadil v NHL. Vynikající útočník odehrál celkem v nejlepší lize světa 1 098 zápasů, ve kterých posbíral 825 kanadských bodů.
V týmu jsou aktuálně čtyři hokejisté, kteří v poslední době hrají za reprezentaci. Rakouské Erik Kirchschlager, Philipp Lindner, Lukas Kainz a Slovinský Ken Ograjensek.
Většina hokejistů týmu Graz 99ers hraje s velkou zálibou golf.
NOVÍ HRAČI TÝMU PŘED SEZONOU 2019/20
Joakim Hillding, útočník (IK Oskarshamn, Allsvenskan, Švédsko)
Sebastian Collberg, útočník, (Timrå IK, Allsvenskan, Švédsko)
Cristopher Nihlstop, brankář (Malmö Redhawks, SHL, Švédsko)
Philipp Lindner, obránce (HC Innsbruck, EBEL, Rakousko)
Trevor Hamilton, obránce (Grand Rapids Griffins, AHL, USA)
SOUPISKA TÝMU
| číslo | jméno | národnost | pozice | naroden | výška (cm) | hmotnost (kg) | hůl |
|-------|----------------|-----------|------------|---------|------------|---------------|-----|
| 33 | Höneckl Thomas | Rakousko | brankář | 10. 10. 1989 | 186 | 83 | L |
| 35 | Nussbacher Felix | Rakousko | brankář | 7. 12. 1999 | 180 | 80 | L |
| 41 | Nihlstop Cristopher | Švédsko | brankář | 16. 2. 1984 | 190 | 87 | P |
| 15 | Egger Amadeus | Rakousko | obránce | 29. 11. 1999 | 185 | 81 | L |
| 98 | Färber Lukas | Rakousko | obránce | 9. 7. 1998 | 174 | 77 | L |
| 55 | Hamilton Trevor | USA | obránce | 17. 3. 1995 | 183 | 83 | P |
| 57 | Johansson Karl | Švédsko | obránce | 21. 1. 1993 | 174 | 76 | L |
| 71 | Kirchschlager Erik | Rakousko | obránce | 4. 2. 1996 | 177 | 80 | L |
| 77 | Lindner Philipp | Rakousko | obránce | 13. 7. 1995 | 185 | 97 | L |
| 91 | Setzinger Oliver "C" | Rakousko | obránce | 11. 7. 1983 | 183 | 89 | L |
| 7 | Weihraut Robin | Švédsko | obránce | 22. 4. 1988 | 188 | 90 | P |
| 49 | Collberg Sebastian | Švédsko | útočník | 23. 2. 1994 | 188 | 89 | P |
| 9 | Grabowski Matt | Kanada | útočník | 26. 7. 1990 | 178 | 84 | L |
| 26 | Grafenthin Dominik | Něm./Rak. | útočník | 27. 6. 1995 | 184 | 78 | L |
| 24 | Hillding Joakim | Švédsko | útočník | 30. 5. 1988 | 177 | 82 | L |
| 19 | Kainz Lukas | Rakousko | útočník | 2. 9. 1995 | 183 | 85 | L |
| 12 | King Dwight | Kanada | útočník | 5. 7. 1989 | 193 | 104 | L |
| 89 | Krainz Clemens | Rakousko | útočník | 30. 5. 2001 | 188 | 72 | P |
| 72 | Moderer Kevin | Rakousko | útočník | 8. 2. 1990 | 187 | 87 | P |
| 74 | Oberkofler Daniel | Rakousko | útočník | 16. 7. 1988 | 183 | 74 | L |
| 18 | Ograjensek Ken | Slovinsko | útočník | 30. 8. 1991 | 175 | 82 | P |
| 11 | Oleksuk Travis | Kanada | útočník | 3. 2. 1989 | 183 | 88 | L |
| 80 | Pauschenwein Julian | Rakousko | útočník | 6. 2. 2001 | 181 | 80 | L |
| 13 | Yellow Horn Colton | Kanada | útočník | 5. 5. 1987 | 175 | 86 | L |
REALIZAČNÍ TÝM
Doug Mason - hlavní trenér
Jens Gustafsson - asistent trenéra
championshockeyleague.com
facebook.com/championshockeyleague
twitter.com/championshockeyleague
instagram.com/championshockeyleague
youtube.com/championshockeyleague
OLIVER SETZINGER, OBRÁNCE, 36 LET:
Kapitán a velký vůdce nejen v zápasech, ale i mimo ledovou plochu. Celému týmu jde příkladem svou pracovní morálkou a bojovností za svůj klub. Číslo 91 už má na svém kontě přes 400 zápasů v rakouské EBEL. Setzinger patří stabilně mezi nejlepší obránce celé soutěže. Nebojí se jít do souboje a má výbornou rozehrávku. Velice platný je také v přeslových hrách.
DWIGHT KING, ÚTOČNÍK, 30 LET:
Nejznámější jméno v sestavě hlavního trenéra Douga Masona. Téměř dvoumetrový a silný útočník je typickým prototypem kanadského powerforvara, o čemž presvědčoval během své kariéry také v NHL. Doma má dva prsteny za zisk Stanley Cupu. Za Graz bude hrát druhým rokem a vyrazně se přičinil o to, že se klub poprvé v historii podívá do Champions Hockey League.
JOAKIM HILLDING, ÚTOČNÍK, 31 LET:
Švédský útočník je novou tváří v týmu. V minulé sezóně patřil k nejlepším hráčům týmu z Oskarshamnu a také v rakouském celku se očekává, že ještě více pozvedne produktivitu mužstva.
CO ŘEKL O MOUNTFIELDU HK
HLAVNÍ TRENÉR DOUG MASON:
„Česká liga je pro ně velkou neznámou, ale znám z minulosti tým pražské Sparty. Dá se očekávat, že také Hradec Králové bude na podobné úrovni a to pro nás znamená, že nás v tomto dvojutkání čeká velice nebezpečný soupeř.“
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www.mountfield.cz | <urn:uuid:c0bbff60-ba2d-492e-b7f5-ffb69310629d> | HuggingFaceFW/finepdfs/tree/main/data/ces_Latn/train | finepdfs | ces_Latn | 35,153 |
8B Rose Street, Sandringham
Deck
Living 5.5 x 5.4
Dining 5.8 x 3.9
Kitchen 5.8 x 3.2
TV Unit
Bedroom 5.2 x 3.8
Bath
Bedroom 3.6 x 4.1
Main Bedroom 4.1 x 4.0
Study 1.6 x 2.1
Desk
Ens
WIR
Paved Garden
Family Room/Bedroom 5.1 x 3.6
Double Car Park
L'dry
C
C
Entry
Porch
BIR
BIR
DW
Ref
P
Not to scale
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Official Constitution of the Reformed Christian Men's Association
Authored by
Ethan B. Cogdill
Edited by Ethan B. Cogdill
Bradley Sundt and Christian Bezek
Last edited as of:
10/23/2024
I.) Offices of the CRMA
A.) The hierarchy of authority in the CRMA consists of these five positions:
1.) Senior Executive Officer (SEO)
2.) Chief Executive Officer (CEO)
3.) Official CRMA Representative (OR)
4.) Senior CRMA Representative (SR)
5.) Official CRMA Organizer (OO)
1.) The role of SEO belongs to each of the founding members. These members are as follows: Ethan B. Cogdill, Bradley Sundt and Christian Bezek. These roles are not the result of any democratic decision, but have been reserved as the right of those who have founded the CRMA. There will only be three SEOs at one time, so that unless a founder abdicates or must otherwise be relinquished of his position as SEO, there can be no others. While there can be no more than three SEOs, So long as there is at least two founders, the remaining SEOs can operate without the need for a third SEO.
Where the abdication/relief of power is concerned, every SEO reserves the right to abdicate his position if he deems such a course of action to be necessary. In the case of any tragedy or emergency such that any SEO rendered incapable of fulfilling his role as an SEO, the two remaining SEO will relinquish him of his position assume his responsibilities unless another suitable candidate is found to assume the absent position. Examples of tragedy/emergency consist of, but are not limited to: illness, injury and even death.
The SEOs hold executive authority over the CRMA, overseeing every decision made on behalf of the CRMA. Every council and every synod of the CRMA can only be
convened with the approval of the SEOs. The SEOs will be notified of any and every acceptance or dismissal of a new applicant for the CRMA. Furthermore, any expulsion of a member can only be performed with the approval of the SEOs.
Having related the executive functions of the SEOs, it must also be stated that, beyond any executive function, the overall direction of the CRMA rests in the hands of the SEOs. As the founders, they reserve the right over how the CRMA exists and is represented within any church, campus, or other organized group.
2.) The role of CEO belongs to one of the founding members. This role is not determined by democratic decision, but is decided by the cycle of transfer decided and agreed upon by the SEOs at the foundation of the CRMA. Of the founding members, each one will hold the position of CEO for a period of 12 months. After 12 months have elapsed, the next SEO will assume the responsibilities of CEO.
The role of the CEO will be to oversee the projects, councils and synods of the CRMA. His final oversight will put him in a unique position among the other two SEOs, allowing the SEOs to be more efficient and effective as they execute their roles and vision within the CRMA. Any decision made or carried out by the CEO does not require unanimous approval from the other two SEOs. The role of the CEO is not primarily to introduce new projects, but to oversee projects and reject any ideas or proposals that do not fit within his vision for the CRMA during his 12 month term. In all things, the CEO commits to maintain total transparency with the other SEOs.
3.) The role of Official Representatives will be to network with churches, ministries and individuals on behalf of the CRMA. He will encourage new members to join and participate in the councils and synods, as well as the digital presence of the CRMA. More than merely acting as members of the CRMA, who are encouraged to
invite others to join/participate as well, the ORs will represent the CRMA in an official capacity, under the authorization and approval of the SEOs.
ORs are not placed under any outreach quotas, as the CRMA wishes to avoid the kind of unmerited pressures that have led to the downfall of other organizations. If there be a required amount of outreach expected of each OR, then the organic and spiritual nature of ministry will not be properly respected. For this reason, the founders respect the work of the Spirit, and trust the growth of the CRMA under His sovereign hand. Therefore, ORs will be expected and encouraged to engage in outreach at their own discretion, under the inspiration and guidance of God.
Unlike the roles of SEO or CEO, the office of OR can be held by any member of the CRMA. Their appointment is not the result of democratic election, but at the discretion and approval of the SEOs. Furthermore, there is no limit to how many ORs there can be.
4.) The role of Senior Representative functions under the same parameters as regular ORs with the exception that SRs have the added authority to approve and reject applications for membership in the CRMA, as well as generally oversee the acceptance of new members.
5.) The role of Official Organizers will be to assist the CEO/SEOs with the organization of any events, councils or synods held by the CRMA. Any decision or recommendation from any OO must first be approved by the CEO before it can be put into effect. OOs are appointed by the SEOs, and there is no limit to the amount of OOs there can be.
II.) Grounds for Refusal or Dismissal
A.) The SEOs reserve the rights to refuse any application to join the CRMA. Likewise, the founders reserve the right to dismiss any member of the CRMA found guilty of transgressing any of the general rules of conduct. Any decision of refusal or dismissal of an applicant/member on the part of the SEOs is not subject to appeal or review. Furthermore, once put into effect, any refusal or dismissal will take immediate effect.
B.) Upon notification that an applicant does not meet the requirements laid forth in the application guidelines, the application will be rejected immediately.
C.) Upon being presented with evidence that any member has failed to uphold the general rules of conduct of the CRMA, his status as a member will be suspended at the discretion of the SEOs, who will then investigate the evidence of misconduct presented. If found guilty, the member will be subject to dismissal pursuant with the stipulations laid out in paragraph A.
III.) Order for Council and Synods
A.) In accordance with the CRMA's dedication to seeing the establishment of Reformed Christianity wherever her members exert influence both within and without the Church, the CRMA is dedicated to acting as host for both councils and synods. The purpose of each gathering will be provided below.
B.) The purpose of CRMA meetings will be to address the contemporary issues faced by both the organization and Reformed Christianity each year. The CRMA will, as far as she is permitted, hold a meeting each year. These meetings can be held either virtually or in person. Pastors and theologians will be invited to preach and speak, but this will be done at the discretion of the CEO only upon unanimous approval by
the other SEOs. At the end of the meeting, the CRMA will publicize the verdicts arrived thereupon, making the results readily available for those unable to attend.
C.) The purpose of synods will be to address the general theological stances of the CRMA. Here, in similar fashion to CRMA meetings, the SEOs and all available members will convene for the purpose of uniting under the banner of their shared Reformed theology. Likewise, pastors, elders and theologians may be invited to preach on passages of Scripture for the edification of the members. Here the general theology of the CRMA will be celebrated and publicized for the purpose of spreading the Reformed faith wherever the CRMA exerts influence.
IV.) General CRMA Rules of Conduct
A.) The CRMA, seeking in all things to present herself spotless before the LORD, will no way permit or overlook any breach of the rules of conduct. In keeping with the standard of Scripture, we take seriously the purging of all evil from within the CRMA. The CRMA's dedication to this is such that no members will associate with one who calls himself a brother and yet lives in allegiance with the world. Any member found guilty of breaking any of rules mentioned below will be subject to immediate dismissal. Acceptance back into the CRMA will be left to the discretion of the SEOs, who alone possess the authority to dismiss or reinstate members. The general rules of conduct are broken down into these major categories:
1.) Orthodoxy
2.) Integrity
3.) Maturity
4.) Honor
1.) As the CRMA holds to an uncompromisingly Reformed theology, her members must uphold the standards of orthodoxy for the Christian faith. As this pertains to Scripture, every member must uphold that the 66 books contained in the canon of Scripture comprise the whole of God's inspired Word. As this pertains to creeds, members must uphold the Apostle's and Athanasian Creed as the standard of Trinitarian theology. As this pertains to confessions, members are expected to hold to one or more of the prescribed confessions: the Westminster Confession of Faith, the London Baptist Confession of Faith, the Synod of Dort, the Heidelberg Catechism, and the Westminster Larger/Shorter Catechism. So far as members uphold and live put these standards of the Reformed faith, they find themselves within the bounds of Orthodoxy.
2.) The CRMA expects every member to possess a level of integrity congruent with the standard of Scripture. Any member found embroiled in any form of scam or scandal may find himself subject to immediate action. This not only applies to personal dealings, but also business and political dealings. Any member of the CRMA found guilty of illegal activity or dealings will be immediately dismissed. Only if found innocent of any/all charges will the member be permitted to return as an active member.
3.) The CRMA is dedicated to promoting Maturity and righteousness among its members. Therefore, each member is expected to conduct themselves with the highest level of maturity. Any reckless behavior or habitual sin will be punished by immediate dismissal. Any violence or threatening behavior will result in immediate dismissal. Any encouraging of other members to participate in reckless or sinful behavior will result in an official warning. If such behaviors persist, said member will be immediately dismissed. Any and all behavior on the part of a CRMA member
found lacking in spiritual maturity and righteous intent could possibly result in an official warning, followed by immediate dismissal if not resolved appropriately.
4.) The CRMA, beyond enforcing codes of orthodoxy, integrity and maturity, also expects members to conduct themselves with honor. Each and every member must treat their fellow member with brotherly love and affection. Each member is expected to strengthen and encourage his fellow members. He is to conduct himself with the upmost respect and gentility with both his fellow members and those outside the CRMA. Each member should seek to disciple one another, raising each other up to reflect the standard of Christ Jesus. Any member found behaving dishonorably, both within and without the CRMA, will be issued an official warning by the SEOs. If his behavior persists, he will be subject to immediate dismissal.
V.) Right to Amend the Constitution
A.) The SEOs retain the right to amend the constitution of the CRMA. Any amendment must first receive unanimous approval from all active SEOs. Upon receiving unanimous approval, the amendment will be made. Once made, the amendment will take immediate effect. All concerned parties will be notified of any amendments made upon the approval and application of the SEOs. | <urn:uuid:fe65dcb1-4e66-400c-9761-136922e2a765> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 11,686 |
A LE X A NDRE B A L L ES T ER X X I I P R E M I
D'ASSAIG
BASES
2022
1. OBJECTE I FINALITAT
L'Ajuntament de sa Pobla estableix el XXII Premi Alexandre Ballester (2022) amb l'objectiu de fomentar la investigació en les ciències humanes i socials. Es convoca en la modalitat d'assaig. S'hi accepten monografies que tractin la cultura de les llles Balears des de les més diverses disciplines.
2. BENEFICIARIS
Poden participar al Premi totes les persones que estiguin al corrent pel que fa a les obligacions tributàries amb l'Ajuntament de sa Pobla i amb l'AEAT, així com de les obligacions amb la TGSS, i no estar sotmeses a cap procediment sancionador incoat per aquest motiu i que compleixin amb la resta de requisits formals i materials prevists en aquesta convocatòria i la normativa de subvencions aplicable, així com en l'Ordenança general de subvencions de l'Ajuntament de sa Pobla (BOIB núm. 77 de data 11/06/2019)
3. DOTACIÓ ECONÒMICA I EDICIÓ DE L'OBRA PREMIADA
S'estableix un premi de 800 euros i la publicació del treball guanyador. La dotació econòmica del premi anirà a compte dels drets d'autoria. L'obra premiada serà editada per Lleonard Muntaner, Editor a la col·lecció Panorama de les Illes Balears.
4. NATURALESA DEL PREMI
Els premis d'aquesta convocatòria són de caràcter, voluntari i eventual i anul·lables, revocables i reintegrables en tot moment per les causes previstes en la llei o en aquestes bases.
5. CRÈDIT PRESSUPOSTARI
Durant l'exercici pressupostari 2022, es destina la quantitat de 800 € euros a les subvencions objecte d'aquesta convocatòria, amb càrrec a l'aplicació pressupostària 3340 48000.01.
6. RÈGIM DE CONCESSIÓ
El procediment de concessió de la subvenció previst en aquestes bases es fa mitjançant concurrència competitiva de totes les sol·licituds que compleixin els requisits exigits.
7. CARACTERÍSTIQUES DE LES OBRES PRESENTADES
Els treballs hauran de tenir, com a màxim, una extensió de 35 folis de text més 12 fotografies en blanc i negre aplegades en un apèndix final. Les obres hauran de presentar-se en format DIN A4, mecanoscrites a espai 1,5 i per una sola cara, en tipus Times New Roman o semblant, de cos dotze. S'ha de trametre l'obra en suport digital, realitzada amb programari, o en format usual, com ara Word, OpenOffice o PDF. A la primera pàgina es consignarà el títol de l'obra, i res més.
Les obres aspirants al XXII Premi Alexandre Ballester, d'Assaig (2022) han de ser escrites en llengua catalana i cal que siguin originals i inèdites. Cada participant podrà concursar-hi amb un màxim d'una sola obra.
8. TRAMITACIÓ
A. Sol·licituds
L'Ajuntament de sa Pobla facilitarà un model únic de sol·licitud per participar en aquest premi, que s'adjunta com Annex I de la present convocatòria. Per a qualsevol informació o suport en la tramitació i seguiment de les sol·licituds cal adreçar-se a les dependències de l'Ajuntament situades a la plaça de la Constitució, 1 CP 07420, sa Pobla (Illes Balears).
B. Presentació
Així mateix, es poden presentar per qualsevol dels mitjans assenyalats en l'article 16.4 de la Llei 39/2015, d'1 d'octubre, del procediment administratiu comú de les administracions públiques.
Les sol·licituds han d'anar adreçades al batle-president de l'Ajuntament de sa Pobla i s'han de presentar en el Registre General de l'Ajuntament: Ajuntament de sa Pobla, plaça de la Constitució, 1 CP 07420, sa Pobla (Illes Balears) o a través de l'administració electrònica.
Un cop presentada al Premi, no es podrà retirar cap obra per tal de fer-hi correccions, ampliacions o per renunciar al concurs.
C. Termini
Si la sol·licitud no reuneix les dades d'identificació sol·licitades, o alguns dels requisits prevists en l'article 66 de la Llei 39/15, d'1 d'octubre, del procediment administratiu comú, s'ha de requerir la persona sol·licitant d'acord amb el que estableix l'article 68 de la llei esmentada perquè, en un termini de deu dies hàbils, esmeni la falta o acompanyi els documents preceptius amb indicació que, si no ho fa així, es tindrà per desistida la petició, amb una resolució expressa prèvia.
El termini per presentar les sol·licituds començarà l'endemà de la publicació d'aquesta convocatòria en el BOIB i finalitzarà dia 30 de novembre de 2022. No es pot presentar cap model de sol·licitud de subvenció fora del termini establert.
9. DOCUMENTACIÓ
La documentació que s'ha de presentar és la següent:
A. Model de sol·licitud facilitat en el present annex I
C. L'original en suport digital, realitzat amb programari –o en format– usual, com ara Word, OpenOffice o PDF. A la primera pàgina es consignarà el títol de l'obra, i res més.
B. Fotocòpia del DNI.
D. Un sobre, amb el títol de l'obra a l'exterior, que contindrà les dades de l'autoria: Títol de l'obra, nom i llinatges, adreça postal, adreça electrònica i telèfon.
En cas de presentació telemàtica, un arxiu, anomenat "Dades", que contindrà les dades esmentades en aquest mateix punt.
10. JURAT
El jurat només tindrà accés als textos dels originals. Quan s'hagi adoptat la decisió de quina és l'obra guanyadora es tindrà accés, exclusivament, a la informació sobre l'autoria de l'obra premiada, per tal de preservar l'anonimat dels altres participants en el concurs.
Es constituirà un jurat integrat per una persona en representació de l'empresa editora, dues persones més de reconegut prestigi dins l'àmbit de la cultura de parla catalana, una altra en representació de la regidoria de Cultura de l'Ajuntament de sa Pobla, que exercirà la presidència del jurat, amb veu i sense vot; i una altra que en farà funcions de secretaria, amb veu i sense vot.
El veredicte del jurat es farà públic el primer dilluns hàbil abans de Nadal, que no en sigui la vigília, dia 19 de desembre de 2022. El jurat podrà declarar desert el premi, però en cap cas no podrà atorgar-lo de manera compartida. El jurat podrà recomanar les publicacions que cregui oportunes de les obres finalistes i resoldrà tots aquells aspectes que no prevegin aquestes bases. El veredicte del jurat serà inapel·lable.
11. CUSTÒDIA I RETIRADA D'EXEMPLARS
L'Ajuntament de sa Pobla posarà esment en la custòdia dels originals mentre estiguin en poder seu, encara que no se'n farà responsable de la pèrdua o del deteriorament. Els treballs que no hagin estat premiats es podran retirar de l'Ajuntament, sempre que se'n presenti el rebut corresponent, fins al 31 de gener de 2023. Transcorregut aquest termini, es destruiran.
12. ACCEPTACIÓ D'AQUESTES BASES
La participació en el XXII Premi Alexandre Ballester, d'Assaig (2022) suposa la total acceptació d'aquestes bases.
DISPOSICIÓ FINAL
El premi objecte d'aquesta convocatòria es regeix pel que disposa la Llei 39/15, d'1 d'octubre, del procediment administratiu comú; per la Llei 38/2003, general de subvencions; per la normativa de règim local que hi sigui d'aplicació i tenint en compte la Llei 6/1994, de 13 de desembre, d'atribució de competències als consells insulars; per les bases d'execució del Pressupost de l'Ajuntament de sa Pobla corresponents a l'exercici 2022, per l'Ordenança general de subvencions de l'Ajuntament de sa Pobla (BOIB núm 77 d'11/06/2019) i per la resta de normativa que legalment hi pugui ser d'aplicació.
ALEXANDRE BALLESTER I MORAGUES (1933-2011)
Dramaturg i estudiós de la història local, ha estat un dels intel·lectuals més rellevants de la cultura poblera i una de les veus més representatives del teatre mallorquí de l'època, sempre amb un rerefons de crítica a l'opressió del poder i amb una clara vocació popular. L'any 2005 li és atorgat el Premi Ramon Llull del Govern Balear, tant en la seva vessant de creador literari, un dels més destacats de la seva generació, com en la de divulgador de la història de sa Pobla, des de la seva funció com a cronista oficial de la vila. | <urn:uuid:c98b6d6a-908e-440f-b332-a9fb230df6c1> | HuggingFaceFW/finepdfs/tree/main/data/cat_Latn/train | finepdfs | cat_Latn | 7,805 |
HOTĂRÂREA nr. 187
privind aprobarea tarifelor pentru spectacolele folclorice susţinute de Ansamblul Artistic "Baladele Deltei"
Consiliul Local al Municipiului Tulcea, întrunit în şedinţa ordinară din data de 26.11.2015, legal constituită;
Luând în discuţie expunerea de motive a Viceprimarului Municipiului Tulcea înregistrată sub nr. 32360/18.11.2015 şi raportul întocmit de către Direcţia Economică şi Ansamblul Artistic „Baladele Deltei" din cadrul Primăriei Municipiului Tulcea, înregistrat sub nr. 455/16.11.2015;
Examinând proiectul de hotărâre privind aprobarea tarifelor pentru spectacolele folclorice susţinute de Ansamblul Artistic "Baladele Deltei", proiect din iniţiativa viceprimarului;
Reţinând avizele comisiilor de specialitate ale Consiliului Local al Municipiului Tulcea;
în temeiul dispoziţiilor art. 10, art. 36 alin. (2) lit a), alin. (6) lit. a) pct. 4, art. 45 alin (1), (2) şi (6), art. 49 şi art. 115 alin. (1) lit b) din Legea 215/2001 a administraţiei publice locale , republicată, cu modificările şi completările ulterioare;
Având în vedere prevederile art. 5 din Legea nr. 273/2006 privind finanţele publice locale, cu modificările şi completările ulterioare;
HOTĂRĂŞTE:
Art. 1: Se aprobă tarifele pentru spectacolele susţinute de Ansamblul Artistic "Baladele Deltei", conform fişelor de fundamentare nr. 1 şi nr.2, cu excepţia spectacolelor organizate de către Primăria Municipiului Tulcea şi Consiliul Judeţean Tulcea, după cum urmează:
Art. 2: Fişele de fundamentare nr. 1 şi nr. 2 fac parte integrantă din prezenta hotărâre.
Art. 4: Secretarul Municipiului Tulcea va asigura comunicarea prezentei Hotărâri autorităţilor şi persoanelor interesate pentru ducerea la îndeplinire a prevederilor sale.
Art. 3: Cu ducerea la îndeplinire a prezentei hotărâri se împuternicesc Direcţia Economică şi Ansamblul Artistic „Baladele Deltei" din cadrul Primăriei Municipiului Tulcea.
Hotărârea a fost adoptată cu 19 voturi ale consilierilor locali din 19 consilieri locali prezenţi.
ŞEDINTE DE ŞEDINŢĂ,
CONTRASEMNEAZĂ PRE p. SECRETAR, CONSILIER,
Jr. IUSUF Leventh AMPLEEV Andrian
Notă de calcul
pentru tarif oră spectacol (varianta 50 persoane, interior)
din care
I. Cheltuieli personal – total
1. Salarii directe
2. Contribu
100000 lei/lun
ă
758,69 lei
595,24 lei
: 21 zile : 8 ore =
ţ
ii
163,45 lei
ă
CAS 19710 lei/lun
: 21 zile : 8 ore = 117,32 lei omaj 500 lei/lun
CASS 5200 lei/lun
ă
: 21 zile : 8 ore = 30,95 lei
Ş
ă
: 21 zile : 8 ore = 2,98 lei
ă
CCI 850 lei/lun
: 21 zile : 8 ore = 5,06 lei
Fond AMBF 150 lei/lun
Fond handicap 1050 lei/lun
ă
: 21 zile : 8 ore = 6,25 lei
ă
: 21 zile : 8 ore = 0,89 lei
II. Cheltuieli materiale – total din care
241,28 lei
Carburan
ţ
i 59,07 l/100 km x 5,00 lei : 2 = 147,68 lei
RCA 9316,72 lei/ an : 12 luni : 21 zile : 8 ore = 4,62 lei
Ulei 0,15 l x 45,00 lei (la 50 km ) = 6,75 lei
CASCO 7308,30 lei/ an : 12 luni : 21 zile : 8 ore = 3,63 lei
ă
Tax drum 5529,71 lei/ an : 12 luni : 21 zile : 8 ore = 2,74 lei
Licen
ITP 1176,10 lei/ an : 12 luni : 21 zile : 8 ore = 0,58 lei
ţ
e transport 561,00 lei/an : 12 luni : 21zile : 8 ore = 0,28 lei
Alte cheltuieli 12600 lei : 21 zile : 8 ore = 75,00 lei
TOTAL GENERAL 999,97 lei
≈ 1000,00 lei
DIRECŢIA ECONOMICĂ ANSAMBLUL ARTISTIC Director economic, « BALADELE DELTEI « Ec. Alina Muhuleţ Şef Serviciu prof. Ştefan Coman
Notă de calcul
pentru tarif oră spectacol (varianta 50 persoane, exterior, cu diurna)
I. Cheltuieli personal – total 1. Salarii directe
din care :
1523,69 lei
3. Diurn
: 21 zile : 8 ore = 0,89 lei
II. Cheltuieli materiale – total din care:
275,70 lei
Carburan i 37,35 l/100 km x 5,00 lei = 186,75 lei
Alte cheltuieli 12600 lei : 21 zile : 8 ore = 75,00 lei
TOTAL GENERAL 1799,39 lei
≈ 1800,00 lei
Ţ
DIREC
IA ECONOMIC
Ă
Ec. Alina Muhule
ţ
ANSAMBLUL ARTISTIC Director economic, « BALADELE DELTEI « Şef Serviciu prof. Ştefan Coman | <urn:uuid:a97a3f8f-fa9c-4ff0-83e9-f5ccab8d55e1> | HuggingFaceFW/finepdfs/tree/main/data/ron_Latn/train | finepdfs | ron_Latn | 4,885 |
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PUBLISERT 28. februar 2007
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Helseforetakene: Slutt på lønnsdiktat!
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PsychAid 2007 – fokus på seksuelt misbruk
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Landsmøtet 2007: Kandidater til valg
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Interessegruppa for Selvstendig praktiserende Psykologer
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Om evidensbasert praksis i Oslo lokalavdeling
Teksten sto på trykk første gang i Tidsskrift for Norsk psykologforening, Vol 44, nummer 3, 2007, side 309-310 | <urn:uuid:6a3544e4-9561-44f2-bf5b-30ad63d632f0> | HuggingFaceFW/finepdfs/tree/main/data/nob_Latn/train | finepdfs | nob_Latn | 595 |
ANUNCIO WEB DE TRANSPARENCIA Y ADJUDICACIÓN CONTRATO MENOR
JOSE LUIS| CARRASCO| GUTIERREZ
Firmado digitalmente por JOSE LUIS|CARRASCO|
Nombre de reconocimiento (DN): cn=JOSE LUIS|
GUTIERREZ
CARRASCO|GUTIERREZ, serialNumber=12722368X, ou=Ciudadanos, o=ACCV, c=ES
givenName=JOSE LUIS, sn=CARRASCO GUTIERREZ,
Fecha: 2016.10.13 12:02:01 +02'00' | <urn:uuid:4894c18c-445d-44ef-83a1-fbcdfd1b7ac2> | HuggingFaceFW/finepdfs/tree/main/data/spa_Latn/train | finepdfs | spa_Latn | 347 |
BGM3 tilt test report
LANAGAN, vessel: R/V ARMSTRONG
Release Date: 2017/02/22 22:47:20 UTC
Sensor: S220
Software version: 1.2
Port/Pier/Berth: WHOI EAST FACE
Table 1: Gravity readings and misalignment
Action: Performance within specification and tolerance. No action required. | <urn:uuid:0725b429-f33a-4027-9d28-b32e5b99605a> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 282 |
Nørgaard Teknik A/S
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05-03-2019
1 time 15 min. | <urn:uuid:e7860f30-391b-4bf4-a607-a32c26121fa8> | HuggingFaceFW/finepdfs/tree/main/data/dan_Latn/train | finepdfs | dan_Latn | 1,251 |
Všeobecne záväzného nariadenia o poskytovaní príspevkov a dotácií z rozpočtu obce
Obec Nový Svet podľa ustanovenia § 4 ods. 3 písm. h) a § 6 ods. 1 a § 11 ods. 4 písm. g) zákona č. 369/1990 Zb. o obecnom zriadení v z.n.p. a podľa ustanovenia § 7 ods. 2 a 4 zákona č. 583/2004 Z.z. o rozpočtových pravidlách územnej samosprávy a o zmene a doplnení niektorých zákonov v z.n.p., v záujme utvárať a chrániť zdravé podmienky a zdravý spôsob života a práce obyvateľov obce, chrániť životné prostredie, ako aj utvárať podmienky na zabezpečovanie zdravotnej starostlivosti, vzdelávania, kultúry, osvetovej činnosti, záujmovej umeleckej činnosti, telesnej kultúry a športu, vydáva všeobecne záväzné nariadenie Obce Nový Svet o poskytovaní dotácií z rozpočtu obce.
Článok 1 Predmet nariadenia
1) Predmetom tohto všeobecne záväzného nariadenia (ďalej len „VZN") je úprava a spôsob poskytovania dotácií z rozpočtu Obce Nový Svet ( ďalej len „obec"), okruh oblastí, ktorých sa poskytovanie príspevkov a dotácií týka a podmienky, za akých môžu byť poskytované.
Článok 2 Poskytovanie príspevkov a dotácií
1) Z rozpočtu obce sa môžu poskytovať príspevky a dotácie :
a) právnickej osobe (ďalej len žiadateľ) založenej obcou a to na konkrétne úlohy a akcie vo verejnom záujme alebo v prospech rozvoja územia obce;
b) inej obci a VÚC (ďalej len žiadateľ) ak zabezpečujú niektoré úlohy pre obec alebo ak ide o poskytovanie pomoci pri likvidácii následkov živelnej pohromy, havárie, alebo inej podobnej udalosti na ich území;
c) ostatným právnickým osobám (ďalej len „žiadateľ"), fyzickým osobám - podnikateľom („žiadateľ") a fyzickým osobám, ktoré majú sídlo alebo trvalý pobyt na území obce alebo ktoré pôsobia, vykonávajú činnosť na území obce, alebo poskytujú služby obyvateľom obce.
d) fyzický osobám z dôvodu sociálneho zabezpečenia, osobitných príležitostí.
2) Príspevky a dotácie z rozpočtu obce podľa odseku 1) písm. d) budú poskytnuté len na podporu všeobecne prospešných služieb a všeobecne prospešných, verejnoprospešných účelov, na podporu podnikania a zamestnanosti alebo obyvateľom obce z titulu významných životných udalostí.
3) Celkovú výšku finančných prostriedkov určených na poskytnutie dotácií schvaľuje Obecné zastupiteľstvo v rámci rozpočtu obce na príslušný rozpočtový rok.
4) Dotácie budú poskytnuté len tým žiadateľom, ktorých činnosťou sa utvárajú a chránia zdravé podmienky a zdravý spôsob života a práce obyvateľov obce, chránia životné prostredie, utvárajú podmienky na zabezpečenie zdravotnej starostlivosti, na vzdelávanie, kultúru, osvetovú činnosť, záujmovú umeleckú činnosť, telesnú, kultúrnu a športovú činnosť.
Článok 3 Podmienky poskytovania dotácií
1) Príspevok alebo dotáciu v zmysle tohto VZN možno poskytnúť na základe písomnej žiadosti.
2) Príspevok alebo dotáciu možno poskytnúť len žiadateľovi, ktorý má ku dňu podania žiadosti o poskytnutie dotácie vysporiadané záväzky voči obci (príloha č.1 - Čestné prehlásenie žiadateľa). Pri fyzických osobách je podmienkou trvalý pobyt obyvateľa v deň významnej životnej udalosti.
3) Pri rozhodovaní o výške dotácie sa prihliada predovšetkým na význam realizovaných činností daným žiadateľom pre obec, k finančnej náročnosti realizovaných činností a k účelnosti finančnej dotácie, ako i k dodržaniu článku 3 ods. 7 tohto VZN z predchádzajúceho roka.
4) Na poskytnutie dotácie nie je právny nárok.
5) Dotácia z rozpočtu obce je len doplnkovým zdrojom a nie je možné z nej vykrývať celú činnosť žiadateľa.
6) Pri poskytovaní dotácie sú prednostne podporované podujatia a činnosti usporiadané na území obce.
7) Poskytnutá dotácia podlieha ročnému zúčtovaniu s rozpočtom obce. Žiadateľ, ktorému bola poskytnutá dotácia, je povinný ju zúčtovať do 30 dní po jej vyčerpaní, najneskôr však do 30.11. príslušného rozpočtového roka. Písomnú správu o použití finančnej dotácie predloží žiadateľ do podateľne obecného úradu v Novom Svete (príloha č.2 - Zúčtovanie dotácie). Príspevok pri významných životných udalostiach sa poskytuje jednorázovo a použitie sa nezúčtováva.
8) Poskytnutú dotáciu môže obec vyplatiť v niekoľkých platbách v hotovosti alebo bezodplatným spôsobom.
Článok 4 Schvaľovanie dotácií
1) Poskytnutie dotácie sa schvaľuje nasledovne:
a) Výška príspevkov fyzickým osobám pri významných životných udalostiach:
- Pri narodení dieťaťa - 133,-Eur
- Pri životnom jubileu – 60,65,70,75 rokov -20,-Eur
80,85 rokov – 40,- Eur
2) Prevzatím finančných prostriedkov sa žiadateľ zaväzuje k dodržaniu podmienok stanovených týmto VZN.
Článok 5 Záverečné ustanovenia
1) Na tomto VZN sa uznieslo Obecné zastupiteľstvo v Novom Svete dňa .....................uznesením č.
..................
2) Účinnosť nadobúda dňa 1.1.2017
Predkladá: Ing. Dušan Šebeň, starosta obce
Vyvesené, dňa:
Schválené:
ČESTNÉ VYHLÁSENIE ŽIADATEĽA o príspevok alebo dotáciu z rozpočtu obce Nový Svet
Meno a priezvisko...................................................................................
svojím podpisom ako žiadateľ alebo ako štatutárny zástupca žiadateľa o dotáciu z rozpočtu obce čestne prehlasujem, že žiadateľ príspevku – názov:
....................................................................................................................................................
nemá
nesplatené záväzky po lehote splatnosti voči obci Nový Svet a voči organizáciám zriadeným alebo založeným obcou.
Čestne prehlasujem, pre potreby obce Nový Svet, za účelom predloženia žiadosti o poskytnutie dotácie, že všetky údaje uvedené v žiadosti a v prílohách k žiadosti sú pravdivé a predkladané doklady aktuálne ku dňu podania žiadosti.
Zároveň prehlasujem, že som si vedomý(á) dôsledkov, ktoré by vyplynuli z nepravdivých údajov uvedených v tomto čestnom prehlásení.
V .............................. dňa …………………
Podpis a pečiatka
Overenie, že žiadateľ nemá záväzky voči obci:
pracovník OcÚ – dátum a podpis: .............................................................................
Zúčtovanie dotácie poskytnutej na bežné výdavky v roku ..........
Poskytovateľ:
Názov projektu ( účel použitia ) :
Žiadosť o príspevok
......................................................................................................................................................
Termín konania : ..........................................
| Dátum poskytnutej - čerpanej dotácie | Číslo: - bank.výpisu - pokl. dokl. - účtov.dokl. | Dotácia - poskytnutá - čerpaná Text - poznámky | Poskytnutá dotácia z rozpočtu obce v roku .... | Použitá dotácia z rozpočtu obce v roku .... |
|---|---|---|---|---|
Vypracoval :
Dátum :
.......................................................
Meno a priezvisko štat.zástupcu
Poznámka :
....................................................................................................................................................................
.......................................................................................................................................... | <urn:uuid:7774ec54-09b8-48ea-a5b8-bc076538763b> | HuggingFaceFW/finepdfs/tree/main/data/slk_Latn/train | finepdfs | slk_Latn | 7,002 |
POM POMOVE ROZPRÁVKY DIVADLO JOZEFA GREGORA TAJOVSKÉHO VO ZVOLENE
autorka recenzie: Karol Mišovic
predstavenie na festivale Dotyky a spojenia: 12. 09. 2021 v Martine
Zvolenské Pom Pomove rozprávky – inscenácia pre mladého diváka, ako má byť
V ostatnom období sme svedkami príjemnej dramaturgickej tendencie, že aj kamenné divadlá si uvedomujú dôležitosť až nutnosť tvorby inscenácií pre deti a dospievajúcu mládež. Lenže toto pozitívum má často negatívny výsledok. Mnohé scény k týmto inscenáciám pristupujú ako k „povinnej jazde". Preto sa výsostne umeleckého výsledku dočkáme len málokedy. Zvolenské Divadlo Jozefa Gregora Tajovského myslí na svojich detských, a teda budúcich dospelých divákov pravidelne a v kontinuálnej periodicite uvádza rozprávkové tituly. Pri mnohých by sa však dalo polemizovať o ich scénických kvalitách. Inscenácie síce jednoznačne odpovedali na divácky dopyt, ale po stránke jednotlivých komponentov či myšlienkového presahu výrazne kolísali. Naštudovanie kompilácie rozprávok o Pom Pomovi maďarského autora Istvána Csukása však nastavilo vysokú latku.
Režisér a autor dramatizácie Peter Palik siahol po príbehoch huňatého Pom Poma a jeho kamarátov už po piaty raz. V žiadnom prípade však nejde o reprízu predošlého inscenačného kvarteta. Palik sa vyhol sebakopírovaniu a ponúkol opäť osobitý a umelecky koherentný javiskový tvar. Jeho zvolenská inscenácia obsahuje rozprávky o Artúrovi Buchtovi, Gumovacom Pavúkovi a Hodinovej Skočpružine, ktoré vzájomne prepojil a naviazal, že divák neznalý pôvodných diel asi neidentifikuje, že v origináli ide o samostatné
1
príbehy. Palik v spolupráci s kostýmovou a scénickou výtvarníčkou Martinou Fintorovou sa inšpirovali vizuálom pôvodných knižných ilustrácií Ferenca Sajdika i jeho kultovej animovanej verzie. Ocitáme sa vo výrazne farebnom a neinfantilne insitnom maľovanom prostredí, kde ústrednou funkciou scénického komponentu je variabilnosť a hravosť. Podobne ako pri dobre zapamätateľnej a milo šantivej hudbe Martina Geišberga a Daniela Špinera. Zvolenské Pom Pomove rozprávky sú vďaka symbióze všetkých prvkov, nad ktorými stojí koncentrovaná Palikova réžia, dynamickým a pre všetky generácie pútavým dielom, kde sa stále niečo deje, ktoré prekvapuje svojou nápaditosťou a kreatívnym scénickým riešením. Pri vysoko nastavenej artistnosti inscenácie sa nestráca príbehová niť, úrovňou vyvážený humor ani myšlienkove významy. K tomu výrazne dopomáha výkon šestice hereckých predstaviteľov mladej a strednej generácie zvolenského súboru. Účinkujúci spočiatku stvárňujú deti, ktoré si počas pouličnej hry určujú úlohy budúceho príbehu. Pritom počas inscenácie vytvárajú hneď niekoľko samostatných postáv alebo svojím hlasom dodávajú bábkam a predmetom konkretizujúce herecký prostriedky. Pritom neupadajú do prehnaného afektu alebo detinského pitvorenia sa. V jednotlivostiach zaujme tvárnosť hlasovej štylizácie Lucie Letkovej pri animovaní Pom poma (bábky nastoknutej na ruke), ktorú orientuje do vysokých, ale nie škrekľavých tónov. Mária Knoppová ako Babuľa je zas stelesním bezprostrednej mladosti, optimizmu a detského, ale nie detinského zmyslu pre dobrodružstvo. Juraj Smutný získal najväčší herecký priestor pri vedení bábky najtučnejšieho vtáka sveta – Artúra Buchtu. Ležérnym ťarbavým pohybom, spomalenou kadenciou a posadením hlasu do nižších, niekedy až trhavo krákoravých tónov herec výborne ilustruje špecifickosť naturelu i osobitnosť životnej filozofie tohto obézneho, ale sympatického operenca. Richard Sanitra v sérii epizódnych postavičiek opäť dokázal svoj cit pre vystihnutie charakterizačného znaku a zmysel pre plastické budovanie hereckej miniatúry. Či je to pilot so silným americkým prízvukom, rečovo ťažkopádny kapitán lode, energický, ale milo dezorientovaný Pizzaman alebo kolega šoféra kamiónu (tu jeho zjav nápadne pripomína Otíka Rákosníka z ikonického filmu Vesničko má středisková) Sanitra dokáže drobnými detailmi vytvoriť zapamätateľnú čriepku v i tak pestrej Pom Pomovskej mozaike.
Ako dospelý divák sa môžem pýtať na základnú príbehovú líniu, kedy Babuľa s Pom Pomom hľadajú tučného Artúra jedine preto, aby prisadol vyskočenú pružinu z mestských hodín, a tým vrátil do normálu pokazené plynutie času. Až by som sa mohol opýtať, či tu nejde o zosmiešňovanie obéznych ľudí. Predovšetkým však – päťdesiat minút sledujeme výpravný príbeh, no hrdinovia napokon problém vyriešia dohovorom doslova za jednu minútu, a teda presvedčia dovtedy rebelsky si poskakujúcu pružinu, že jej výhradný význam a prínos pre spoločnosť spočíva v práci v hodinách. V tom rozprávka ašpiruje až na agitky socialistického realizmu. No to sú nadinterpretačné poznámky dospelého recipienta. Zvolenská inscenácia Pom Pomove rozprávky však problematická nie je. Je skutočnou ukážkou kultivovanej, hravej a obsažnej rozprávky, ktorá nie je len slepým naplnením požiadaviek publika, ale akostným divadelným dielom. | <urn:uuid:ef1ff6db-12c6-4d6a-b83e-0b805e6ef2d4> | HuggingFaceFW/finepdfs/tree/main/data/slk_Latn/train | finepdfs | slk_Latn | 4,908 |
____________________________________________
Primiero San Martino di Castrozza, li 24 maggio 2024.
Rif. Prot. N. 8190-A/2024 del 15 maggio 2024.
AZIENDA PUBBLICA DI SERVIZI ALLA PERSONA SAN GIUSEPPE DI PRIMIERO Viale Marconi, 19 - PIEVE 38054 PRIMIERO SAN MARTINO DI CASTROZZA (TN)
CERTIFICATO DI DESTINAZIONE URBANISTICA
ai sensi dell'art. 40 del D.P.R. 28 dicembre 2000, n. 445
il presente certificato non può essere prodotto agli organi della pubblica amministrazione o ai privati gestori di pubblici servizi.
Area Patrimonio e Urbanistica
Vista la domanda pervenuta a protocollo comunale n. 8190-A/2024 di data 15 maggio 2024, intesa ad ottenere il certificato di destinazione urbanistica delle particelle di seguito elencate:
VISTO:
* la Carta di Sintesi della Pericolosità vigente e le relative norme di attuazione;
* il Piano Urbanistico Provinciale vigente con annesse cartografie e norme di attuazione;
* il Piano Regolatore Generale vigente con annesse cartografie e norme di attuazione;
* il Piano Generale degli Insediamenti Storici vigente con annesse cartografie e norme di attuazione;
* il Piano di Parco Paneveggio Pale di San Martino e le relative norme di attuazione;
Mf/dp
Importa di bollo evasa in modo virtuale.
□ Esente da imposta di bollo e diritti ai sensi e per gli effetti della Legge 15 maggio 1954 nr. 228 e del D.P.R. 642/72.
Diritti di segreteria evasi.
* il Codice degli Enti Locali della Regione Autonoma Trentino-Alto Adige approvato con la Legge Regionale 3 maggio 2018, n. 2 e ss.mm.;
* la Legge Provinciale 4 agosto 2015 n. 15 e ss.mm. e relativo regolamento di attuazione;
CERTIFICA
che secondo il vigente Piano Regolatore Generale la/le particella/e sottoelencata/e ricade/ono nelle zone e con le prescrizioni come sotto descritte:
```
La P.Ed. 1330 C.C. TRANSACQUA, di superficie catastale m 2 351 risulta definita nel seguente modo: PRG Insediativo ex comune di Transacqua Per un 100,00% è localizzata in Zona "Area di tutela ambientale provinciale" - Art. 15 Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48 Per un 22,00% è localizzata in Zona "Fascia di rispetto stradale" - Art. 55 Carta di sintesi della pericolosità - I° Aggiornamento Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18 PUP - Aree agricole Per un 99,90% è localizzata in Zona "Aree agricole di pregio" - Art. 38 PUP - Carta del paesaggio Per un 2,80% è localizzata in Zona "Di interesse rurale" - Art. 9 Per un 0,10% è localizzata in Zona "Aree urbanizzate recenti" - Art. 9 Per un 99,90% è localizzata in Zona "Aree rurali" - Art. 9 PUP - Carta delle tutele paesistiche Per un 100,00% è localizzata in Zona "Area di tutela ambientale" - Art. 11 La P.Ed. 1814 C.C. TRANSACQUA, di superficie catastale m 2 16 risulta definita nel seguente modo: PRG Insediativo ex comune di Transacqua Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48 Carta di sintesi della pericolosità - I° Aggiornamento Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18 PUP - Aree agricole Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38 PUP - Carta del paesaggio Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9 La P.F. 1015 C.C. TRANSACQUA, di superficie catastale m 2 9084 risulta definita nel seguente modo: PRG Insediativo ex comune di Transacqua Per un 100,00% è localizzata in Zona "Area di tutela ambientale provinciale" - Art. 15 Per un 89,97% è localizzata in Zona "Area agricola di pregio" - Art. 48 Per un 10,03% è localizzata in Zona "Area a bosco" - Art. 50 Per un 5,00% è localizzata in Zona "Fascia di rispetto stradale" - Art. 55 Carta di sintesi della pericolosità - I° Aggiornamento Per un 3,34% è localizzata in Zona "P2 - Bassa" - art. 17 Per un 96,66% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18 PUP - Aree agricole Per un 69,97% è localizzata in Zona "Aree agricole di pregio" - Art. 38 PUP - Carta del paesaggio Per un 91,13% è localizzata in Zona "Di interesse rurale" - Art. 9 Per un 0,04% è localizzata in Zona "Aree urbanizzate recenti" - Art. 9 Per un 69,96% è localizzata in Zona "Aree rurali" - Art. 9 Per un 29,99% è localizzata in Zona "Di interesse forestale" - Art. 9 PUP - Carta delle tutele paesistiche Per un 100,00% è localizzata in Zona "Area di tutela ambientale" - Art. 11 La P.F. 1017 C.C. TRANSACQUA, di superficie catastale m 2 896 risulta definita nel seguente modo: PRG Insediativo ex comune di Transacqua Per un 100,00% è localizzata in Zona "Area di tutela ambientale provinciale" - Art. 15 Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48 Per un 11,00% è localizzata in Zona "Fascia di rispetto stradale" - Art. 55 Carta di sintesi della pericolosità - I° Aggiornamento Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
```
Mf/dp
La
PUP - Aree agricole
Per un 99,90% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 11,00% è localizzata in Zona "Di interesse rurale" - Art. 9
Per un 0,10% è localizzata in Zona "Aree urbanizzate recenti" - Art. 9
Per un 99,90% è localizzata in Zona "Aree rurali" - Art. 9
PUP - Carta delle tutele paesistiche
Per un 100,00% è localizzata in Zona "Area di tutela ambientale" - Art. 11
La P.F. 1110 C.C. TRANSACQUA, di superficie catastale m 2 234 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Per un 9,50% è localizzata in Zona "Fascia di rispetto stradale" - Art. 55
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
La P.F. 1112 C.C. TRANSACQUA, di superficie catastale m 2 61 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
La P.F. 1114 C.C. TRANSACQUA, di superficie catastale m 2 237 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
P.F. 1121
C.C. TRANSACQUA, di superficie catastale m
2
115 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
La P.F. 1109/1 C.C. TRANSACQUA, di superficie catastale m 2 673 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Per un 9,00% è localizzata in Zona "Fascia di rispetto stradale" - Art. 55
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
La P.F. 1109/2 C.C. TRANSACQUA, di superficie catastale m 2 646 risulta definita nel seguente modo:
Mf/dp
La
La
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
P.F. 1109/3
C.C. TRANSACQUA, di superficie catastale m
2
144 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
P.F. 1096/3
C.C. TRANSACQUA, di superficie catastale m
2
678 risulta definita nel seguente modo:
PRG Insediativo ex comune di Transacqua
Per un 100,00% è localizzata in Zona "Area di tutela ambientale provinciale" - Art. 15
Per un 100,00% è localizzata in Zona "Area agricola di pregio" - Art. 48
Carta di sintesi della pericolosità - I° Aggiornamento
Per un 100,00% è localizzata in Zona "P1 - Trascurabile o assente" - art. 18
PUP - Aree agricole
Per un 100,00% è localizzata in Zona "Aree agricole di pregio" - Art. 38
PUP - Carta del paesaggio
Per un 100,00% è localizzata in Zona "Di interesse rurale" - Art. 9
Per un 100,00% è localizzata in Zona "Aree rurali" - Art. 9
PUP - Carta delle tutele paesistiche
Per un 100,00% è localizzata in Zona "Area di tutela ambientale" - Art. 11
Si precisa che le percentuali relative alla superficie sopra riportate hanno solo valore indicativo, essendo ricavate da dati catastali o calcolate approssimativamente nel caso la particella sia inserita in due o più zone con diversa destinazione urbanistica.
IL FUNZIONARIO
- arch. MARCO FINCATO -
Questo documento, se trasmesso in forma cartacea, costituisce copia dell'originale informatico, firmato digitalmente, e conservato presso questa Amministrazione in conformità alle regole tecniche (art. 3 bis e 71 del D.Lgs. 82/05). La firma autografa è sostituita dall'indicazione a stampa del nominativo del responsabile (art. 3 D.Lgs. 39/1993).
Mf/dp | <urn:uuid:4f69e09e-fa72-4b5c-adea-d4d91d4e7954> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 10,674 |
REPUBLIKA HRVATSKA BJELOVARSKO – BILOGORSKA ŽUPANIJA OPĆINA ĐULOVAC Općinski načelnik Klasa: 404-03/21-03/4 Urbroj: 2111/05-03-21-03 Đulovac 2. travnja 2021. godine
Sukladno odredbama članka 27. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac, („Službeni glasnik Općine Đulovac br. 10/2018) , te članka 23. Uredbe o načinu izrade i postupanju s dokumentacijom za nadmetanje i ponudama („Narodne Novine br.10/12) ovlašteni predstavnici javnog naručitelja u postupku jednostavne nabave za izvođenjem radova na izgradnji asfaltnog sportskog igrališta polivalentne namjene s uređenjem prilaznog puta i parkirališta u Koreničanima ev. br. nabave 21-EVM-JN/2021 obavili su pregled i ocjenu ponuda o čemu sastavljaju sljedeći
ZAPISNIK O PREGLEDU I OCJENI PONUDA
1. NARUČITELJ:
Naziv naručitelja: OPĆINA ĐULOVAC
Sjedište naručitelja: Đurina 132
Matični broj naručitelja: 02554666, OIB: 83207178681
Broj računa: IBAN 912340009-1810500002
Telefon:, telefaks: 043 382 028, 043 382 027
E-pošta: email@example.com
2. EVIDENCIJSKI BROJ NABAVE: 45-EVM-JN/2021
3. DATUM SLANJA POZIVA ZA DOSTAVU PONUDA: 24.03.2021.
Gospodarski subjekti kojim se upućeni pozivi:
- METIDA d.o.o. Trg kralja Petra Krešimira IV br.9 , e-mail: firstname.lastname@example.org
- MARWERK j.d.o.o. brće Damira i Davora Kevo14, Slavonski Brod, e-mail: email@example.com
- SAN CONSULTING j.d.o.o.za Ive Vojnovića 5, Daruvar ,E-mail: firstname.lastname@example.org
4.1. Napomena: Pozivi za dostavu ponuda sa dokumentacijom poslani su gospodarskim subjektima elektronskom poštom dana 24. ožujka 2021.
2. POZIV ZA DOSTAVU PONUDA: Klasa: 404-03/21-03/2, Urbroj: 2111/05-03-21-03 od 24.03.2021
4. CPV: 71242000-6 Izrada projekta i nacrta, procjena troškova
3. PREDMET NABAVE: postupak jednostavne nabave za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača
5. PROCIJENJENA VRIJEDNOST NABAVE: 199.000,00 kn (bez PDV-a)
7. NAZIV I SJEDIŠTE SVIH PONUDITELJA, PREMA REDOSLIJEDU ZAPRIMANJA PONUDA IZ UPISNIKA:
6. DATUM POČETKA PREGLEDA I OCJENE PONUDA: 02.04.2021. godine u 11:00 sati
8. PODACI O POJAŠNJENJU I/ILI UPOTPUNJAVANJU DOKUMENATA AKO IH JE BILO:
-
Nije bilo podataka o pojašnjenju ponuda.
9. PODACI O POJAŠNJENJU PONUDA, AKO IH JE BILO:
10. ANALITIČKI PRIKAZ TRAŽENIH I DANIH DOKUMENATA NA TEMELJU KOJIH SE UTVRĐUJE POSTOJE LI RAZLOZI ISKLJUČENJA PONUDITELJA
12. Razlozi za isključenje ponuda:
- Naručitelj će na osnovi rezultata pregleda i ocjene ponuda odbiti ponudu ponuditelja, iz razloga taksativno navedenim u članku 251. tč,. 1. Zakona o javnoj nabavi (NN 120/16), odnosno čl. čl. 10. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac („Službeni glasnik Općine Đulovac br.10/2018) te suprotno zahtjevima ovog Poziva za dostavu ponuda.
13. Naziv i sjedište ponuditelja čije ponude se odbijaju na osnovi rezultata pregleda i ocjene ponuda te obrazloženje razloga za njihovo odbijanje:
- SAN CONSULTING j.d.o.o.za Ive Vojnovića 5, Daruvar
Nije dostavio:
2.potvrdu Porezne uprave o stanju duga koja ne smije biti starija od 180 dana računajući od dana početka postupka javne nabave, ili važeći jednakovrijedni dokument nadležnog tijela države sjedišta gospodarskog subjekta, ako se ne izdaje potvrda Porezne uprave, ili izjavu pod prisegom ili odgovarajuću izjavu osobe koja je po zakonu ovlaštena za zastupanje gospodarskog subjekta ispred nadležne sudske ili upravne vlasti ili bilježnika ili nadležnog strukovnog ili trgovinskog tijela u državi sjedišta gospodarskog subjekta ili izjavu s ovjerenim potpisom kod bilježnika, koje ne smiju biti starije od 180 dana računajući od dana početka postupka javne nabave, sukladno točci 3.1.2. Poziva za dostavu ponuda
1.Izvod iz kaznene evidencije ili izjava o nepostojanju razloga za isključenje ponuditelja ovjerena kod javnog bilježnika ne starija od 3 mjeseca od dana početka postupka jednostavne nabave(čl 251. ZJN ), sukladno točci 3.1.1. Poziva za dostavu ponuda
14. Kriterij za odabir:
Najpovoljnija ponuda je prihvatljiva, prikladna, pravilna ponuda sposobnog ponuditelja, s istom vrstom, svojstvima i kvalitetom predmeta nabave u skladu s Pozivom za dostavu ponuda, a koja je određena prema najnižoj cijeni.
15. Rangiranje valjanih ponuda prema kriteriju odabira:
16. Naziv ponuditelja s kojim Općina Đulovac namjerava sklopiti ugovor o javnoj nabavi i razlozi za njegov odabir:
Ponuditelj MARWERK j.d.o.o. braće Damira i Davora Kevo14, Slavonski Brod, OIB:51482355558 dostavio je u predmetnom postupku javne nabave ekonomski najpovoljniju ponudu
17. Podaci o provjeri najpovoljnijeg ponuditelja s kojim Općina Đulovac namjerava sklopiti ugovor o javnoj nabavi i rezultat provjere:
Ponuditelj MARWERK j.d.o.o. braće Damira i Davora Kevo14, Slavonski Brod, OIB:51482355558
priložio je u ponudi sve tražene dokumente u originalu ili ovjerenoj preslici.
18. Prijedlog odgovornoj osobi naručitelja za donošenje odluke o odabiru:
Ponuditelj MARWERK j.d.o.o. braće Damira i Davora Kevo14, Slavonski 197.000,00 kn bez PDV-a koja je prema kriteriju odabira ponude (prihvatljiva, prikladna, pravilna ponuda sposobnog ponuditelja, s istom vrstom, svojstvima i kvalitetom predmeta nabave u skladu s Pozivom za dostavu ponuda, a koja je određena prema najnižoj cijeni. Iz navedenog razloga, predlaže se načelniku Općine Đulovac da donese odluku o odabiru najpovoljnije ponude ponuditelja
19. Preslika zapisnika o pregledu i ocjeni ponuda dostavit će se, uz odluku o odabiru, svakom ponuditelju.
Iz navedenog razloga, predlaže se načelniku Općine Đulovac da donese Odluku o objavi obavijesti o odabiru najpovoljnije ponude za za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača
20. Ovlašteni predstavnici Naručitelja završili su s pregledom i ocjenom ponuda 02.04.2021. u 14.00 sati.
Popis priloga uz zapisnik:
1) dostavljeni izvornici ili ovjerene preslike traženih dokumenata
NARUČITELJ:
Naziv: Općina Đulovac
Sjedište: Đulovac
Adresa: Đurina 132
MB: 02554666; OIB:8320717
Klasa: 404-03/21-03/3
Urbroj: 2111/05-03-21-03
Đulovac 2. travnja 2021.
ZAPISNIK O POSTUPKU JAVNOG OTVARANJA PONUDA
Naručitelj OPĆINA ĐULOVAC pokrenuo je postupak jednostavne za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača Evidencijski broj nabave: E-45-EMV/2021-JN.
Sukladno članku 12. stavku 1. točka 1. a. i b. Zakona o javnoj nabavi (NN 120/16) za godišnju procijenjenu vrijednost nabave iz Plana nabave manju od 200.000,00 kuna bez PDV-a za robu i usluge, odnosno 500.000,00 kuna bez PDV-a za radove (tzv. jednostavnu nabavu) naručitelj nije obvezan provoditi postupke javne nabave propisane Zakonom o javnoj nabavi.
Na temelju članka 50. Statuta Općine Đulovac («Službeni glasnik Općine Đulovac« broj 2/XII, 2/XIII , 2/2018 i 6/2019Statutarne odluke o izmjeni i dopuni Statuta), sukladno Planu javne nabave Općine Đulovac za 2020. ,Općinski načelnik Općine Đulovac donio je Odluku o početku postupka jednostavne nabave za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača, Evidencijski broj nabave: E-45-EMV/2021JN , klasa: 404-03/21-03/1, urbroj:2111-05-03-21-03 od 24.03.2021.
Sukladno članku 8. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac („Službeni glasnik Općine Đulovac br.10/2018) nabavu radova, roba i usluga procijenjene vrijednosti jednake ili veće od 70.000,00 kn do 200.000,00 kn za robu i usluge te 500.000,00 kn za radove, naručitelj provodi slanjem Poziva na dostavu ponuda na adresu najmanje tri (3) gospodarska subjekta po vlastitom izboru.
Gospodarski subjekti kojima se upućuje Poziv za dostavom ponude:
1. MARWERK j.d.o.o. brće Damira i Davora Kevo14, Slavonski Brod, e-mail: email@example.com
2. METIDA d.o.o. Trg kralja Petra Krešimira IV br.9 , e-mail: firstname.lastname@example.org
3. SAN CONSULTING j.d.o.o.za Ive Vojnovića 5, Daruvar ,E-mail: email@example.com
4.1. Napomena: Pozivi za dostavu ponuda sa dokumentacijom poslani su gospodarskim subjektima elektronskom poštom dana 24. ožujka 2021.
Poziv na dostavu ponuda nije bio objavljen na internetskim stranicama Općine.
Poziv na dostavu ponuda slanjem na adrese gospodarskih subjekata upućuje se na način koji omogućuje dokazivanje da je isti zaprimljen od strane gospodarskog subjekta (dostavnica, povratnica, izvješće o uspješnom slanju telefaksom, potvrda emailom i sl.), a mora sadržavati najmanje: naziv naručitelja, redni broj nabave iz Plana nabave, opis predmeta nabave i troškovnik, procijenjenu vrijednost nabave, kriterij za odabir ponude, uvjete i zahtjeve koje ponuditelji trebaju ispuniti (ako se traži), rok za dostavu ponude uz naznaku datuma i vremena, način dostave ponuda, kontakt osobu, broj telefona i adresu elektroničke pošte.
Rok za dostavu ponuda ne smije biti kraći od pet (5) i duži od petnaest (15) dana od dana upućivanja poziva odnosno objave poziva na dostavu ponuda.
Za odabir ponude dovoljna je jedna (1) pristigla ponuda koja udovoljava svim traženim uvjetima naručitelja.
Sukladno članku 25. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac, („Službeni glasnik Općine Đulovac br. 10/2018) otvaranje ponuda je javno kod postupka jednostavne vrijednosti procijenjene vrijednosti jednake ili veće od 50.000,00 kuna, te su ovlašteni predstavnici javnog naručitelja u postupku javne nabave te su ovlašteni predstavnici javnog naručitelja u postupku jednostavne nabave za za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača,
počeli postupak otvaranja ponuda dana 02.04.2021. s početkom 11.05 sati u prostorijama općinske vijećnice Općine Đulovac.
I. POSTUPAK JAVNOG OTVARANJA PONUDA
1.2.1. EVIDENCIJSKI BROJ NABAVE: 45-EVM-JN/2021
1.2.2. POZIV ZA DOSTAVU PONUDA: Klasa: 404-03/21-03/2, Urbroj: 2111/05-03-21-03 od 24.03.2021.
1.2.3. PREDMET NABAVE: postupak jednostavne nabave za postupak jednostavne nabave za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača
1.2.4. CPV: 71242000-6 Izrada projekta i nacrta, procjena troškova
1.2.5. PROCIJENJENA VRIJEDNOST NABAVE: 199.000,00 kn (bez PDV-a)
1.2.6. GOSPODARSKI SUBJEKTI KOJIM SU UPUĆENI POZIVI:
- MARWERK j.d.o.o. brće Damira i Davora Kevo14, Slavonski Brod, e-mail: firstname.lastname@example.org
- METIDA d.o.o. Trg kralja Petra Krešimira IV br.9 , e-mail: email@example.com
- SAN CONSULTING j.d.o.o.za Ive Vojnovića 5, Daruvar ,E-mail: firstname.lastname@example.org
4.1. Napomena: Pozivi za dostavu ponuda sa dokumentacijom poslani su gospodarskim subjektima elektronskom poštom dana 24. ožujka 2021.
1.2.5. ROK ZA DOSTAVU PONUDA: 02. travanj 2021. do 10.00 sati I.2.6. OVLAŠTENI PREDSTAVNICI JAVNOG NARUČITELJA:
I.3. Nakon provjere ovlasti predstavnika ponuditelja, voditelj i članovi ovlaštenog predstavnika javnog naručitelja sastavili su Popis ovlaštenih predstavnika ponuditelja, Popis ponuditelja koji su opozvali svoje ponude, Kontrolnu listu postupka javnog otvaranja ponuda, Popis ponuda prema redoslijedu zaprimanja .
I.3.1. HODOGRAM AKTIVNOSTI
I.3.2. Popis ovlaštenih predstavnika ponuditelja (čl.18. Tč. 5. Uredbe i načinu izrade i postupanju s dokumentacijom za nadmetanje i ponudama NN 10/12 i čl. 25. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac, („Službeni glasnik Općine Đulovac br. 10/2018)
I.3.3. Popis ponuditelja koji su opozvali svoje ponude
I.3.4. Popis ponuda prema redoslijedu zaprimanja u Upisnik o zaprimanju ponuda
I.4. Otvaraju se ponude:
I.4.1. Ponude se otvaraju prema rednom broju iz upisnika o zaprimanju ponuda. Kada je dostavljena izmjena i/ili dopuna ponude, prvo se otvara izmjena i/ili dopuna ponude te potom osnovna ponuda.Za svaku otvorenu ponudu utvrđuje se je li potpisana te od koliko je dijelova izrađena. Iz svake otvorene ponude obvezno se naglas čita:
– naziv i sjedište ponuditelja, a u slučaju zajednice ponuditelja naziv i sjedište svakog člana zajednice ponuditelja,
– cijena ponude bez poreza na dodanu vrijednost i cijena ponude s porezom na dodanu vrijednost, osim u slučaju ekonomski najpovoljnije ponude kada cijena nije jedan od kriterija za odabir.
– naziv grupe predmeta nabave na koju se ponuda odnosi ako je omogućeno podnošenje ponuda za grupe predmeta nabave,
* ponuditelj nije u sustavu PDV-a
Nakon čitanja podataka za pojedine ponude, naručitelj mora omogućiti ovlaštenim predstavnicima ponuditelja uvid u ponudbeni list te ponude. (čl. 18. Tč. 5. Uredbe i načinu izrade i postupanju s dokumentacijom za nadmetanje i ponudama NN 10/1224. i čl. čl. 26. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac, („Službeni glasnik Općine Đulovac br. 10/2018)
III. OVJERA ZAPISNIKA
III.1. Sastavni dio ovog zapisnika čine sljedeći prilozi:
Izvješće o postupku zaprimanja ponuda.
Upisnik o zaprimanju ponuda
III. 2. Potpisi članova stručnog povjerenstva
IV. Primjedbe ponuditelja
Ovlašteni predstavnici ponuditelja pročitali su Zapisnik o postupku javnog otvaranja ponuda i na njega su imali sljedeće primjedbe (čl. 18. Tč. 6. Uredbe i načinu izrade i postupanju s dokumentacijom za nadmetanje i ponudama NN 10/12 i čl. 26. tč.6. Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac, („Službeni glasnik Općine Đulovac br. 10/2018)
IV.1. Potpisi nazočnih ovlaštenih predstavnika ponuditelja
Ako netko od nazočnih ovlaštenih predstavnika ponuditelja odbije potpisati zapisnik o javnom otvaranju ponuda, naručitelj će o tome sastaviti bilješku koja se prilaže zapisniku ( čl. 26. tč.7.i 8. ) Pravilnika o provedbi postupka jednostavne nabave Općine Đulovac, („Službeni glasnik Općine Đulovac br. 10/2018)
Prva ponuda otvorena je dana 02.04.2021. u 10.10 sati
Postupak javnog otvaranja ponuda završen je dana 12.03.2021. u 11.30 sati.
V. Zapisnik sastavio/sastavila
Privitak: kao u tekstu
IZVJEŠĆE O POSTUPKU ZAPRIMANJA PONUDA
NARUČITELJ:
Naziv: Općina Đulovac
Sjedište: Đulovac
Adresa:Đurina 123, Đulovac
MB: 02554666
OIB: 83207178681
1. EVIDENCIJSKI BROJ NABAVE: 45-EVM-JN/2021
3. PREDMET NABAVE: postupak jednostavne nabave za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača
2. POZIV ZA DOSTAVU PONUDA: Klasa: 404-03/21-03/2, Urbroj: 2111/05-03-21-03 od 24.03.2021.
4. GOSPODARSKI SUBJEKTI KOJIM SE UPUĆENI POZIVI:
- MARWERK j.d.o.o. brće Damira i Davora Kevo14, Slavonski Brod, e-mail: email@example.com
- METIDA d.o.o. Trg kralja Petra Krešimira IV br.9 , e-mail: firstname.lastname@example.org
- SAN CONSULTING j.d.o.o.za Ive Vojnovića 5, Daruvar ,E-mail: email@example.com
4.1. Napomena: Pozivi za dostavu ponuda sa dokumentacijom poslani su gospodarskim subjektima elektronskom poštom dana 24. ožujka 2021.
5. ROK ZA DOSTAVU PONUDA: 02.04. 2020. do 10.00 sati
6. POPIS PONUDA PRISTIGLIH DO ROKA ZA DOSTAVU PONUDA PREMA REDOSLIJEDU NJIHOVA ZAPRIMANJA
Na omotnicama svih zaprimljenih ponuda naznačeni su datum i vrijeme njihova zaprimanja. Omotnice su označene rednim brojevima prema redoslijedu zaprimanja
6. POPIS PONUDA KOJE SU MIJENJANE, DOPUNJAVANE ILI POVUČENE TIJEKOM ROKA ZA DOSTAVU PONUDA
7. NAPOMENA (AKO JE POTREBNO)
Osoba odgovorna za postupak zaprimanja ponuda
Ponude su predane ovlaštenom predstavniku naručitelja dana 02.04.2021. u 11:05 sati.
NARUČITELJ:
Naziv: Općina Đulovac
Sjedište: Đulovac
Adresa:Đurina 123, Đulovac
MB: 02554666
OIB: 83207178681
1. EVIDENCIJSKI BROJ NABAVE: 45-EVM-JN/2021
2. POZIV ZA DOSTAVU PONUDA: Klasa: 404-03/21-03/2, Urbroj: 2111/05-03-21-03 od 24.03.2021.
3. PREDMET NABAVE: postupak jednostavne nabave za pružanjem usluge izrade projektne dokumentacije za pružanjem usluge izrade glavnog projekta i projektno tehničke dokumentacije za ishođenje građevinske dozvole za proširenje prometne infrastrukture za Poduzetničku zonu Maslenjača
- MARWERK j.d.o.o. brće Damira i Davora Kevo14, Slavonski Brod, e-mail: firstname.lastname@example.org
4. GOSPODARSKI SUBJEKTI KOJIM SE UPUĆENI POZIVI:
- METIDA d.o.o. Trg kralja Petra Krešimira IV br.9 , e-mail: email@example.com
- SAN CONSULTING j.d.o.o.za Ive Vojnovića 5, Daruvar ,E-mail: firstname.lastname@example.org
4.1. Napomena: Pozivi za dostavu ponuda sa dokumentacijom poslani su gospodarskim subjektima elektronskom poštom dana 24. ožujka 2021.
5. ROK ZA DOSTAVU PONUDA: 02.04. 2020. do 10.00 sati
UPISNIK O ZAPRIMANJU PONUDA
Za Naručitelja:
Josip Kastmilr, | <urn:uuid:f757a298-9cb8-4dc3-b6e6-212db53f793e> | HuggingFaceFW/finepdfs/tree/main/data/hrv_Latn/train | finepdfs | hrv_Latn | 17,390 |
INTUITIONISTIC FUZZY CONTROLLER OF AN ACTIVATED SLUDGE PLANT
Olga Georgieva
Institute of Control and System Research
Bulgarian Academy of Science
Acad. G.Bonchev Sr., Bl.2
1113 Sofia, BULGARIA
e-mail: firstname.lastname@example.org
Introduction
The modelling, analysis and control of activated sludge processes have increased in importance for the last number of years due to increasingly stricter discharge standards and the shift of dominant problems of waste water treatment from those of design and construction to those of plant operation. These processes are subject to changes due to unpredictable disturbances from their external environments and then it is difficult to formulate a general operation strategy that covers a wide range of operation conditions. The plant operators are required to observe many items covering water qualities and microorganism conditions which is very important to keep the plant conditions satisfactory. It is, therefore, difficult to build a thereby control of the process under conventional control design methods. On the other hand, the skilled process operators grasp normality or abnormality of treatment conditions basing on their experience, learned data and visual observation results. Then, reliable decision of the control design task leads to intelligent control design methods based on the human decision making logic [1-4].
One possible decision of the control design task of an activated sludge waste water treatment plant with biosorption is based on the intelligent operating strategy [3] realized by fuzzy controller was introduced in [4]. The information of the current values of the key process variables - food/biomass ratio (F/M), respiration rate (RR) and 5 minute settling volume (SV$_5$) is used to define the current level of the controlled process variables.
(corrective actions) - sludge conditioning time (SCT), return sludge flow (RSF) and waste sludge flow (WSF) holding the optimal operating state. As the Mamdani type fuzzy controller is used the corrective actions defined in the then-part of the rule set are simultaneously applied. Then, they do not account for the reasonable choice of the exact priority of the corrective action given up from the realized operating strategy.
In order to achieve such operating flexibility, a new fuzzy control design procedure of waste water treatment plant with biosorption is proposed in the paper. It is used Intuitionistic Fuzzy Sets (IFSs) [5] to define the upper and lower limit values of the key and controlled process variables. This allows to distinguish the levels of membership and nonmembership of the current process variables' values to the process states. A procedure currently defining then-parts of the rule set is proposed on that basis. The definition depends on the correlation between the membership and nonmembership degree.
**Variable description by IFSs**
The activated sludge process is one of the most widely used forms of biological waste water treatment. The organic material in the influent waste water is utilized by the microorganisms (activated sludge) for respiration and synthesis of new cells. Oxygen is supplied to maintain microorganisms activity. The effluent from the aerator is purified by settling of the microbial flocs in the final settler. A portion of the concentrated settled sludge is stabilized and after that is recycled to the aerator to maintain enough microorganism amount in the system. Part of the excess sludge is regularly removed.
Good performance of the process dynamic is provided under 27 operating conditions [3] presented as IF-THEN rules (Fig.1). Each key process variable - F/M, RR and settleability index Is (which successfully could be replaced by the value of the SV$_5$ as it is proposed in [3,4]), is divided into three regions labelled low (L), optimum (O) and high (H) values. The range of alteration of the controlled process variables - SCT, RSF and WSF, is defined as "decreasing" ($\downarrow$) and "increasing" ($\uparrow$).
| R | Key process variables | Corrective action |
|---|----------------------|------------------|
| | Iy | RR | F/M | 1-st | 2-nd | 3-rd |
| | L | O | H | L | O | H | L | O | H | SCT↓ | RSF↑ | WSF↑ |
| 1 | ● | | | | | | ● | | | SCT↓ | RSF↑ | WSF↑ |
| 2 | ● | | | | | | ● | | | SCT↓ | RSF↑ | WSF↑ |
| 3 | ● | | | | | | | | ● | SCT↓ | RSF↑ | |
| 4 | ● | | | | | | | | ● | RSF↑ | | WSF↑ |
| 5 | ● | | | | | | | | ● | | | SCT↑ |
| 6 | ● | | | | | | | | ● | RSF↑ | | |
| 7 | ● | | | | | | | | ● | SCT↑ | RSF↑ | |
| 8 | ● | | | | | | | | ● | SCT↑ | RSF↑ | |
| 9 | ● | | | | | | | | ● | SCT↑ | RSF↑ | |
| 10| ● | | | | | | | | ● | SCT↓ | RSF↓ | |
| 11| ● | | | | | | | | ● | SCT↓ | | |
| 12| ● | | | | | | | | ● | SCT↓ | RSF↑ | |
| 13| ● | | | | | | | | ● | RSF↓ | | |
| 14| ● | | | | | | | | ● | | | |
| 15| ● | | | | | | | | ● | RSF↑ | | |
| 16| ● | | | | | | | | ● | SCT↑ | RSF↓ | |
| 17| ● | | | | | | | | ● | SCT↑ | | |
| 18| ● | | | | | | | | ● | SCT↑ | RSF↑ | |
| 19| ● | | | | | | | | ● | RSF↓ | SCT↓ | |
| 20| ● | | | | | | | | ● | RSF↓ | SCT↓ | |
| 21| ● | | | | | | | | ● | RSF↓ | SCT↓ | |
| 22| ● | | | | | | | | ● | RSF↓ | | |
| 23| ● | | | | | | | | ● | | | RSF↓ |
| 24| ● | | | | | | | | ● | RSF↓ | | |
| 25| ● | | | | | | | | ● | SCT↑ | RSF↓ | |
| 26| ● | | | | | | | | ● | SCT↑ | RSF↓ | |
| 27| ● | | | | | | | | ● | SCT↑ | RSF↓ | |
**Fig.1.** Operating rules of waste water treatment plant with biosorption
The boundaries of the variables' change are not well defined as the process is carried out in a wide range whose conditional boundaries are not strongly defined. That is a reason for
introducing IFSs [5] describing the linguistic values "low", "optimum" and "high", labelling the meanings of the process variables (Fig.2), as well as IFSs for "decreasing" and "increasing" values of the corrective actions. The membership function $\mu(x_i)$ describes the minimum degree of membership to the conditional boundary of the corresponding variable $x_i$, $i=1,3$ and the function $1-\nu(x_i)$ describes its maximum value.
**Fig.2.** IFSs of low, optimum and high meanings of the variable $x_i$.
The introduced functions implement the following inequality:
$$1 - \nu(x_i) > \mu(x_i),$$
for all $x_i \in X$, $X$ is an universe. It is transformed to the following one:
$$1 > \mu(x_i) + \nu(x_i).$$
Inequality (2) satisfies the definition of intuitionistic fuzzy set for $\mu(x_i)$ as a membership function and $\nu(x_i)$ as a nonmembership function. Using the introduced variables' description every one of the conditioning rules (Fig.1) is presented in the following way:
$$R_i: \text{ If } x_{i1} \text{ is } \mu(x_{i1}), \nu(x_{i1}) \text{ and } x_{i2} \text{ is } \mu(x_{i2}), \nu(x_{i2}) \text{ and } x_{i3} \text{ is } \mu(x_{i3}), \nu(x_{i3}),$$
then $y_{i1}$ is $\mu(y_{i1}), \nu(y_{i1})$ and $(y_{i2})$ is $\mu(y_{i2}), \nu(y_{i2})$ and $(y_{i3})$ is $\mu(y_{i3}), \nu(y_{i3})$, for $I=1,27,$
where $x_i = [x_{i1}, x_{i2}, x_{i3}]$ is the current value of the input vector of the key process variables and $x_{i1}$ denotes F/M, $x_{i2}$ - RR, $x_{i3}$ - Is; $y_i$ is the corrective action vector, which variables are $y_{i1}$ - SCT, $y_{i2}$ - RSF, $y_{i3}$ - WSF, respectively. The functions $\mu(x_{ij})$ and $\mu(y_{ij})$, $i=1,27$, $j=1,3$ denote membership function of the process and corrective variables, respectively and $\nu(x_{ij})$ and $\nu(y_{ij})$ their nonmembership functions.
**Intuitionistic Fuzzy Inference (IFI)**
Every one of the rules generalised by equation (3) is described analytically. The operators "and" and "then", noted conjunction, are described by <min, max> relation on IFSs [6]. Thas,
**Fig. 3. IFInference system of waste water treatment plant with biosorption**
- membership function;
- nonmembership function
the generalised description (3) is formalised as follows (Fig.3):
a) For "and" operators in predicates part of the rules:
\[ \mu_{\text{min}}(x_i), v_{\text{max}}(x_i) = \min[\mu(x_{i1}), \mu(x_{i2}), \mu(x_{i3})], \max[v(x_{i1}), v(x_{i2}), v(x_{i3})], i=1,27. \] \hspace{1cm} (4)
b) For "then" operators:
\[ \mu(y_{ij}), v(y_{ij}) = \min[\mu_{\text{min}}(x_i), \mu(y_{ij})], \max[v_{\text{max}}(x_i), v(x_{ij})], \text{ for all } i=1,27, j=1,3. \] \hspace{1cm} (5)
As the connection between the distinct rules is a disjunction then \(<\text{max}, \text{min}> \) relation on IFSs is used to describe the whole rule set output (Fig.3):
\[ \mu(y_j), v(y_j) = \max_{i=1,27}[\mu(y_{ij})], \min_{i=1,27}[v(y_{ij})], \quad \text{for } j=1,3 \] \hspace{1cm} (6)
**Operating strategy**
Ordinary, the plant will be in state 14 (rule 14) where all measured variables are in the optimum range. The corrective actions must be, for the moment, close to optimum and then, they do not be changed. If, however, the plant condition moves to another state, then some change in the corrective actions should be made in order to return to the optimum state.
The column "Corrective action" on Fig.1 gives the priority of the corrective actions' implementation under the importance and influence to the process dynamic. Generally, if the first correction is not enough, the second one must be applied and if necessary - the third one [3]. Hence, each rule should have specific instructions associated with its then-part accounting for the priority of the distinct corrective action.
The proposed operating procedure is based on the fact that when the measured value \( x_i \) strongly belongs to the considered state then a large value of the membership degree \( \mu_{\text{min}}(x_i) \) is presented in contrast to the small value of the nonmembership degree \( v_{\text{max}}(x_i) \):
\[ \mu_{\text{min}}(x_i) >> v_{\text{max}}(x_i). \] \hspace{1cm} (7)
The non marked rules (Fig.1) present unfavourable process operations. The current values of the process variables are far away from the desired optimum state. In such case if
the inequation (7) is satisfied then all corrections given in the right side of the considered rule must be executed. If the membership degree $\mu_{\text{min}}(x_i)$ is not so larger in comparison of $v_{\text{max}}(x_i)$:
$$\mu_{\text{min}}(x_i) > v_{\text{max}}(x_i), \quad (8)$$
then only first and second (if exists) priority corrective action could be executed. Third possible situation concerns the case when:
$$\mu_{\text{min}}(x_i) < v_{\text{max}}(x_i). \quad (9)$$
The current values of the process variables belong more weakly to the considered state and only first priority action should be applied.
When optimal values of the F/M ratio is occurred (the marked rules on Fig.1) then only intensity of the aeration and the WSF would be correct [3]. The opposite variant of the above considerations is applied in this case. If the current values of the process variables strongly belong to one of the optimal states then inequation (7) is satisfied and only first priority corrective action must be applied. If the current process variables' values are away from the considered states i.e. inequation (8) or (9) is satisfied, then first and second (if exists) or first, second and third (if exists) priority corrective action, respectively, must be implemented.
The proposed algorithm ensured the flexibility of the realized operating strategy. It gives an efficient description without the necessity of waiting for the system answer in order to make a reasonable choice for the applied corrective action. It could be generalized by the following structure given for the $i$-th intuitionistic fuzzy rule.
$$R_i: \text{If } \mu_{\text{min}}(x_i)/v_{\text{max}}(x_i) \geq v \text{ then } Ract_i = Ract_{i1};$$
$$\text{If } \mu_{\text{min}}(x_i)/v_{\text{max}}(x_i) \geq 1 \text{ then } Ract_i = Ract_{i2};$$
else $Ract_i = Ract_{i3},$
where prescription $\text{Ract}_i$ describes the then-part of the $i^{th}$ rule; $\text{Ract}_{i1}$, $\text{Ract}_{i2}$, $\text{Ract}_{i3}$ are variants of the rule's then-part which should be appropriately chosen according to the considered situations; $n$ is a real number denoting the level of strong membership degree to the considered process state. Its value is defined by the operator's view and experience.
**Conclusion**
Intuitionistic Fuzzy Sets are used for description of the key process variables and corrective actions of the waste water treatment plant with biosorption. This enables the development of IF Inference of the control procedure. The developed algorithm is supplied with flexible operating strategy for suitable choice of the necessity corrective actions' application. The flexibility of the realised operating strategy is accounted providing the necessary efficiency of the process dynamics.
References:
1. Hirota K., Industrial Applications of Fuzzy Technology, Springer Verlag, 1993
2. Watanabe S. et al, Intelligent Operation Support System for Activated Sludge Process, *Water Sci. Technolodgy*, v.28, No11-12, 1993, 325-332
3. Joyce R.J., C.Ortman, C.Zickefoose, How to Optimaze an Activated Sludge Plant, *Water and Sewage Work*, Oct., 1974, 96-99
4. Georgieva O., Optimization of the Bioreactor-Second Settler Operating Conditions under Fuzzy Controller, II-nd Conference of BNAWQ Feb. 20, Sofia, 1997, 34-41 (in Bulgarian)
5. Atanassov K., Intuitionistic Fuzzy Sets, *Fuzzy Sets and Systems*, v.20, No1, 1986, 87-96
6. Atanassov K., D. Stoyanova D., Cartesian Products over Intuitionistic Fuzzy Sets, *Methodology of Mathematical Modelling*, v.1, Sofia, 1990, 296-298 | b8b96e89-838f-4114-b1d2-3e37228dcefd | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 14,365 |
ACUERDO DE CONCEJO Nº 059-2023-CM-MDO-Q/C
Oropesa, 21 de noviembre del 2023.
EL CONCEJO MUNICIPAL DE LA MUNICIPALIDAD DISTRITAL DE OROPESA – PROVINCIA DE QUISPICANCHI – DEPARTAMENTO DE CUSCO
VISTO: En Sesión Ordinaria de Concejo N° 022-2023-CM-MDO-Q/C, de fecha 16 de noviembre de 2023; y teniéndose como punto de agenda la Opinión Legal N° 0682-ALE-MDO/2023, de fecha 14 de noviembre del 2023, eleva opinión referente a la suscripción del “Convenio entre la Municipalidad Distrital de Oropesa y la Organización No Gubernamental “Creser”, y;
CONSIDERANDO:
Que, conforme a lo dispuesto en el artículo 194° de la Constitución Política del Perú, modificado por la Ley N° 30305 – Ley de Reforma Constitucional, concordante con el artículo II del Título Preliminar de la Ley N° 27972 – Ley Orgánica de Municipalidades, se establece que las Municipalidades son órganos de gobierno local, los cuales tienen autonomía política, económica y administrativa en asuntos de su competencia, autonomía que radica en ejercer actos de gobierno, actos administrativos y de administración, con sujeción al ordenamiento jurídico vigente;
Que, el artículo 41° de la Ley Orgánica de Municipalidades prescribe que los acuerdos son decisiones, que toma el concejo, referidas a asuntos específicos de interés público, vecinal o institucional, que expresan la voluntad del órgano de gobierno para practicar un determinado acto o sujetarse a una conducta o norma institucional;
Que, el numeral 26 del artículo 9°, de la Ley N° 27972 - Ley Orgánica de Municipalidades preceptúa lo siguiente: Corresponde al concejo municipal: Aprobar la celebración de convenios de cooperación nacional e internacional y convenios interinstitucionales. En ese contexto el numeral 23) del artículo 20° de la misma norma, señala que: Son atribuciones del alcalde: (...) 23. "Celebrar los actos, contratos y convenios necesarios para el ejercicio de sus funciones;
Que, el numeral 87.1 del artículo 87° sobre (colaboración entre entidades) del Texto Único Ordenando de la Ley N° 27444 – Ley del Procedimiento Administrativo General aprobado mediante Decreto Supremo N° 004-2019-JUS y sus modificatorias, establecen que las relaciones entre las entidades se rigen por el criterio de colaboración, sin que ello importe renuncia a la competencia señalada por ley;
Que, el numeral 1 del artículo 88° del Texto Único Ordenado de la Ley N° 27444, sobre medios de colaboración interinstitucional, señala: "Las entidades están facultadas para dar estabilidad a la colaboración interinstitucional mediante conferencias entre entidades vinculadas, convenios de colaboración u otros medios legalmente admisibles", y el numeral 88.3) de la misma norma citada indica: "Por los convenios de colaboración, las entidades a través de sus representantes autorizados, celebran dentro de la ley acuerdos en el ámbito de su respectiva competencia, de naturaleza obligatoria para las partes y con cláusula expresa de libre adhesión y separación".
Que, el artículo 73° de la Ley Orgánica de Municipalidades – Ley N° 27972, en su numeral 7. Prevención, rehabilitación y lucha contra el consumo de drogas Lucha contra consumo de drogas, 7.2. Promover convenios de cooperación internacional para la implementación de programas de erradicación del consumo ilegal de drogas. A iniciativa de la municipalidad se podrán organizar: comités multisectoriales de prevención del consumo de drogas, con la participación de los vecinos, con la finalidad de diseñar, monitorear, supervisar, coordinar y ejecutar programas o proyectos de prevención del consumo de drogas y de conductas de riesgo en el ámbito local, pudiendo contar para ello con la asistencia técnica de la Comisión Nacional para el Desarrollo y Vida sin Drogas – DEVIDA;
Que, mediante Informe N° 00727-2023-SGDS-OILR/MDO, de fecha 13 de noviembre del 2023, el Sub Gerente de Desarrollo Social y Servicios Municipales, remite la propuesta de Convenio entre la Municipalidad Distrital de Oropesa y la Organización No Gubernamental “Creser”, para la emisión de la opinión legal correspondiente;
Que, mediante Opinión Legal N° 0682-ALE-MDO/2023, de fecha 14 de noviembre del 2023, el Asesor Legal Externo de la Municipalidad Distrital de Oropesa, declara procedente la suscripción de Convenio entre la Municipalidad Distrital de Oropesa y la Organización No Gubernamental “Creser”, a partir de su suscripción hasta el 31 de agosto del 2024;
Que, en Sesión Ordinaria de Concejo N° 022-2023-CM-MDO-Q/C, de fecha 16 de noviembre del 2023, por unanimidad de votos del concejo municipal aprobó la suscripción de Convenio entre la Municipalidad Distrital de Oropesa y la Organización No Gubernamental “Creser”, a partir de su suscripción hasta el 31 de agosto del 2024;
Que, estando a las consideraciones expuestas, y a lo acordado y aprobado por UNANIMIDAD en la Sesión Ordinaria N° 022-2023-CM-MDO-Q/C, de fecha 16 de noviembre del 2023, el Concejo Municipal al amparo de las facultades conferidas en el artículo 9° y 41 de la Ley Orgánica de las Municipalidades – Ley N° 27972, el Pleno del Concejo Municipal, con dispensa de lectura y aprobación de acta:
SE ACUERDA:
ARTÍCULO PRIMERO.- APROBAR la suscripción del Convenio entre la Municipalidad Distrital de Oropesa y la Organización No Gubernamental “Creser”.
ARTÍCULO SEGUNDO.- AUTORIZAR al señor Alcalde de la Municipalidad Distrital de Oropesa, Lic. Luis Alberto Bellota Esquivel, para que suscriba el convenio referido en el artículo precedente.
ARTÍCULO TERCERO.- ENCARGAR ala Gerencia Municipal, la Sub Gerencia de Desarrollo Social y Servicios Municipales y demás áreas competentes el cumplimiento del presente Acuerdo de Concejo.
ARTÍCULO CUARTO.- ENCARGAR, a la Secretaría General de la Municipalidad Distrital de Oropesa para que formalice la notificación del presente Acuerdo de Concejo, de acuerdo a lo previsto en los artículos 21° y 24° del TUO de la Ley N° 27444, Decreto Supremo N° 004-2019-JUS, a las instancias correspondientes.
REGÍSTRESE, COMUNÍQUESE, PUBLÍQUESE Y CÚMPLASE. | 5b22121a-be22-41f2-acc4-6d82ab64231c | HuggingFaceFW/finepdfs/tree/main/data/spa_Latn/train | finepdfs | spa_Latn | 6,040 |
S EN A T O D E L L A R E P U B B L I C A
XIII
LEGISLATURA
per gli effetti dell'articolo 78
N. 632 ANNESSO del Regolamento
DISEGNODILEGGE
presentato dal Presidente del Consiglio dei ministri
(PRODI)
dal Ministro dei lavori pubblici
(DI PIETRO)
e dal Ministro dei trasporti e della navigazione
(BURLANDO)
di concerto col Ministro dell'interno
(NAPOLITANO)
COMUNICATO ALLA PRESIDENZA IL 3 GIUGNO 1996
Conversioneinleggedeldecreto-legge3 gi u g n o 1 9 9 6 , n . 3 0 4 , r e c a n t e d i s p o s i z i o n i p e r l e a t t i v i t à d i r e c u p e r o e d i l i z i o n e i c e n t r i u r b a n i , p e r l a r i q u a l i f i c a z i o n e u r b a n a n e l c o m u n e d i N a p o l i , n o n c h è d i f f e r i m e n t o d e l l ' a p p l i c a z i o n e d e l l ' a r t i c o l o 1 0 d e l n u o v o c o d i c e d e l l a s t r a d a , c o n c e r n e n t e i tr a s p o r t i e c c e z i o n a l i
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INDICE
ONOREVOLI SENATORI. – Il provvedimento in esame muove dalla necessità di provvedere al recupero di quei fabbricati che a causa dello stato di degrado in cui versano costituiscono un pericolo per l'igiene e la sanità locale.
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sivi quindici giorni (articolo 11 del decretolegge 2 maggio 1974, n. 115, convertito, con modificazioni, dalla legge 27 giugno 1974, n. 247).
A tal fine, l'articolo 1, comma 1, prevede l'individuazione da parte del sindaco, con propria ordinanza, degli edifici da recuperare.
L'ordinanza equivale a dichiarazione di necessità ed urgenza delle opere.
Il recupero può essere attuato, ai sensi dell'articolo 28 della legge 5 agosto 1978, n. 457, dai proprietari singoli o riuniti in consorzi o dalle cooperative edilizie di cui siano soci, dalle imprese di costruzione o dalle cooperative edilizie cui i proprietari o i soci abbiano conferito il mandato all'esecuzione delle opere, dai condomini o loro consorzi, dai consorzi tra i primi e i secondi, nonchè dagli IACP o loro consorzi, da imprese di costruzione o loro associazioni temporanee o consorzi e da cooperative o loro consorzi; nei casi espressamente previsti dalla lettera b) del quinto comma dello stesso articolo 28, inoltre, il recupero può essere attuato dai comuni, direttamente o mediante apposite convenzioni con i soggetti summenzionati.
Il comma 2 disciplina le modalità di approvazione dei progetti presentati dai proprietari degli edifici da recuperare, relativi agli interventi di manutenzione straordinaria, e di restauro e risanamento conservativo.
Tali progetti, entro quindici giorni dalla presentazione, vengono trasmessi dal sindaco alla commissione edilizia, integrata dai rappresentanti delle autorità competenti, che esprime il proprio parere entro trenta giorni.
La decisione relativa all'approvazione del progetto viene presa dal sindaco nei succes-
Il comma 3 prevede che il canone degli alloggi recuperati direttamente dai comuni e l'assegnazione degli stessi siano determinati con regolamento approvato con delibera del consiglio comunale.
Tale norma consente di salvaguardare le priorità e le esigenze locali.
In ogni caso, le famiglie residenti negli alloggi precedentemente all'intervento di recupero hanno priorità, a parità di condizioni, nell'assegnazione degli alloggi stessi.
L'articolo 2 prende in considerazione in particolare la realtà di Napoli, dove, a distanza di oltre quindici anni dal sisma del novembre 1980 che interessò l'Italia meridionale causando gravi danni alle strutture ed agli edifici della città, alcuni problemi restano ancora insoluti.
Nel centro storico vi sono tuttora fabbricati sorretti da ponteggi che causano pericoli per l'igiene e la sicurezza pubblica oltre a costituire un notevole intralcio per il traffico.
In particolare le somme stanziate per l'intervento nel centro storico del comune di Napoli sono pari a lire 25 miliardi secondo quanto stabilito dalla delibera n. 902 del 2 settembre 1993, del Commissario straordinario per il terremoto del 1980.
L'articolo 3 dispone il differimento al 31 luglio 1996 del termine per l'applicazione dell'articolo 10 del nuovo codice della strada.
L'articolo 10 del decreto legislativo 30 aprile 1992, n. 285, e successive modificazioni, ed i relativi articoli del regolamento di attuazione, all'atto della loro entrata in vigore il 1 o gennaio 1993, hanno ingenerato difficoltà di applicazione e di interpretazione. Pertanto con il decreto-legge 29
marzo 1993, n. 82, convertito, con modificazioni, dalla legge 27 maggio 1993, n. 162, è stata rinviata l'entrata in vigore del suddetto articolo al 1 o gennaio 1994, in attesa di una revisione delle norme del codice e del regolamento.
Considerato che a tutt'oggi non è stato possibile procedere all'approvazione delle suddette modifiche regolamentari, si rende necessario procedere alla reiterazione della disposizione che ha prorogato l'entrata in vigore del predetto articolo 10 al 31 luglio 1996.
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L'articolo 4, riguardante disposizioni in materia di lavori pubblici, da un lato accelera gli interventi nelle aree depresse di competenza del Ministro dei lavori pubblici, incidendo sia sul momento operativo tramite la proroga del commissario ad acta e sia sulla fase del controllo della spesa differenziandone il momento al termine dell'attività del predetto commissario, e, dall'altro, destina ulteriori risorse indispensabili per il completamento funzionale delle opere infrastrutturali da realizzare in regime di concessione.
DISEGNO DI LEGGE
Art. 1.
1. È convertito in legge il decreto-legge 3 giugno 1996, n. 304, recante disposizioni per le attività di recupero edilizio nei centri urbani, per la riqualificazione urbana nel comune di Napoli, nonchè differimento dell'applicazione dell'articolo 10 del nuovo codice della strada, concernente i trasporti eccezionali.
2. Restano validi gli atti ed i provvedimenti adottati e sono fatti salvi gli effetti prodottisi ed i rapporti giuridici sorti sulla base dei decreti-legge 6 febbraio 1996, n. 45, e 2 aprile 1996, n. 184.
Testo da modificare in esito alla deliberazione adottata dall'Assemblea il 19 giugno 1996 sull'articolo 3 del decreto-legge.
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Decreto-legge 3 giugno 1996, n. 304, pubblicato nella Gazzetta Ufficiale n. 128 del 3 giugno 1996.
Disposizioni per le attività di recupero edilizio nei centri urbani, per la riqualificazione urbana nel comune di Napoli, nonchè differimento dell'applicazione dell'articolo 10 del nuovo codice della strada, concernente i trasporti eccezionali
IL PRESIDENTE DELLA REPUBBLICA
Visti gli articoli 77 e 87 della Costituzione;
Ritenuta la straordinaria necessità ed urgenza di emanare disposizioni per le attività di recupero edilizio nei centri urbani e per la riqualificazione urbana nel comune di Napoli, nonchè per accelerare gli interventi nelle aree depresse;
Ritenuta, altresì, la straordinaria necessità ed urgenza di differire ulteriormente l'applicazione della normativa prevista dal nuovo codice della strada in materia di veicoli eccezionali e di trasporti in condizioni di eccezionalità;
Vista la deliberazione del Consiglio dei Ministri, adottata nella riunione del 31 maggio 1996;
Sulla proposta del Presidente del Consiglio dei Ministri e dei Ministri dei lavori pubblici e dei trasporti e della navigazione, di concerto con il Ministro dell'interno;
EMANA
il seguente decreto-legge:
Articolo 1.
1. Al fine del recupero edilizio il sindaco con propria ordinanza, individua gli edifici che costituiscono fonte di pericolo per la pubblica igiene, la sicurezza o l'incolumità. Agli edifici così individuati si applica quanto previsto dall'articolo 28, quinto comma e seguenti, della legge 5 agosto 1978, n. 457. L'ordinanza del sindaco equivale a dichiarazione di urgenza, necessità ed indifferibilità delle opere.
2. Per l'approvazione dei progetti di recupero di cui al comma 1 si applica quanto previsto dall'articolo 11 del decreto-legge 2 maggio 1974, n. 115, convertito, con modificazioni, dalla legge 27 giugno 1974, n. 247.
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3. Con delibera del consiglio comunale è approvato il regolamento per la determinazione dei canoni e per l'assegnazione degli alloggi recuperati ai sensi dell'articolo 28, quinto comma, lettera b), della legge 5 agosto 1978, n. 457. La residenza negli alloggi individuati ai sensi del comma 1 costituisce titolo di preferenza per la successiva assegnazione.
Articolo 2.
1. Ai fini del finanziamento degli interventi di recupero degli edifici ricadenti nel comune di Napoli e individuati con le modalità di cui all'articolo 1, comma 1, il comune è autorizzato ad utilizzare anche le residue disponibilità, fino a concorrenza dell'importo di lire 25 miliardi, derivanti dalle pregresse assegnazioni effettuate dal CIPE sul fondo per il risanamento e la ricostruzione di cui all'articolo 3 della legge 14 maggio 1981, n. 219.
Articolo 3.
1. L'articolo 4 del decreto-legge 28 giugno 1995, n. 251, convertito, con modificazioni, dalla legge 3 agosto 1995, n. 351, è sostituito dal seguente:
«Art. 4. – 1. Le disposizioni contenute nell'articolo 10 del decreto legislativo 30 aprile 1992, n. 285, come modificato dall'articolo 7 del decreto legislativo 10 settembre 1993, n. 360, si applicano a decorrere dal 31 luglio 1996. È comunque consentita l'approvazione e l'omologazione dei mezzi d'opera secondo i limiti di massa previsti dal comma 8 dello stesso articolo 10.».
Articolo 4.
1. All'articolo 17 del decreto-legge 23 giugno 1995, n. 244, convertito, con modificazioni, dalla legge 8 agosto 1995, n. 341, sono apportate le seguenti modificazioni:
a) al comma 3 le parole: «15 ottobre 1995» sono sostituite dalle seguenti: «31 dicembre 1996»;
b) dopo il comma 3 è aggiunto il seguente:
«3-bis. Il termine per la trasmissione dei conti di cui all'articolo 60, comma primo, del regio decreto 18 novembre 1923, n. 2440, relativamente alle attività demandate al commissario ad acta di cui al comma precedente scade alla data di cessazione delle stesse.».
2. A valere sulle somme derivanti dai mutui di cui all'articolo 4, comma 1, del decreto-legge 23 giugno 1995, n. 244, convertito, con modificazioni, dalla legge 8 agosto 1995, n. 341, l'importo di lire 230 miliardi è destinato al completamento funzionale delle opere infrastrutturali da realizzare, in regime di concessione, ai sensi dell'articolo 39 del testo unico delle leggi per gli interventi nei territori della Campania, Basilicata, Puglia e Calabria colpiti dagli eventi sismici del novembre 1980, del febbraio 1981 e del marzo 1982, approvato con decreto legislativo 30 marzo 1990, n. 76.
Soppresso ex articolo 78 del Regolamento
Visto, il Guardasigilli: FLICK
Articolo 5.
1. Il presente decreto entra in vigore il giorno stesso della sua pubblicazione nella Gazzetta Ufficiale della Repubblica italiana e sarà presentato alle Camere per la conversione in legge.
Il presente decreto, munito del sigillo dello Stato, sarà inserito nella Raccolta ufficiale degli atti normativi della Repubblica italiana. È fatto obbligo a chiunque spetti di osservarlo e di farlo osservare.
Dato a Roma, addì 3 giugno 1996.
SCÀLFARO
PRODI – DI PIETRO – BURLANDO – NAPOLITANO | <urn:uuid:5687f880-2f56-4056-a3bf-92bfc041b607> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 11,145 |
District Name: Alhambra Unified School District
CD Code: 1975713___
LOCAL EDUCATIONAL AGENCY PLAN ADDENDUM 2016-17
The No Child Left Behind (NCLB) Act of 2001 Section 1116(c)(7)(A) requires that local educational agencies (LEAs) identified for Program Improvement (PI) shall, not later than three months after being identified, develop or revise an LEA Plan, in consultation with parents, school staff, and others. Rather than completely rewriting the existing LEA Plan, we recommend using this Plan Addendum template to address the items below. Type your responses in the expandable text boxes. Please submit your completed Addendum by e-mail to firstname.lastname@example.org.
The Plan Addendum, which must be submitted to the California Department of Education (CDE) is required to:
1. Address the fundamental teaching and learning needs in the schools of that LEA and the specific academic problems of lowachieving students, including a determination of why the prior LEA Plan failed to bring about increased student achievement.
2. Include specific measurable achievement goals and targets for student groups consistent with Adequate Yearly Progress (AYP).
3. Incorporate scientifically based research strategies that strengthen the core academic program in schools served by the LEA.
4. Identify actions that have the greatest likelihood of improving student achievement in meeting state standards.
5. Address the professional development needs of the instructional staff that will support the strategies and recommendations described above.
8
6. English Learners
a. Title III Status and Title I Program Improvement (PI) Status: An LEA that is also in Title III Year 2 should insert the Improvement Plan Addendum in the expandable space below. LEAs in Title III Year 4 are required to complete the online Action Plan and need not address Item 6.
b. Title I Program Improvement Status Only: Include specific academic achievement and English Language Proficiency goals, targets and strategies for English Learners consistent with Goal 1 and Goal 2 of NCLB. (See Title III Accountability Report Information Guide available on the Title III Accountability Technical Assistance Web page at http://www.cde.ca.gov/sp/el/t3/acct.asp).
9
7. Incorporate, as appropriate, activities before school, after school, during the summer, and during an extension of the school year.
10
8. Include strategies to promote effective parental involvement in the school. | <urn:uuid:925a2170-db52-4d93-aa9f-0880f4ae7821> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 2,482 |
LICITACIÓN PÚBLICA INTERNACIONAL PARA LA ENTREGA DE CONCESIONES DE SUMINISTRO DE ENERGÍA ELÉCTRICA DESTINADA AL SERVICIO PÚBLICO DE ELECTRICIDAD
CIRCULAR Nº 34
03 de diciembre de 2009
El Comité de PROINVERSIÓN en Proyectos de Telecomunicaciones, Energía e Hidrocarburos - PRO CONECTIVIDAD, de acuerdo al numeral 1.3 de las Bases, comunica que la fecha de Cierre de la Licitación se llevará a cabo en el Palacio de Gobierno, a las 17:00 horas.
Atentamente,
Luis Ortigas Cúneo
Jefe de Proyecto en Asuntos Eléctricos e Hidrocarburos
PROINVERSION | <urn:uuid:e9d1b00f-f3c8-4ee9-95be-6b35cbcca70d> | HuggingFaceFW/finepdfs/tree/main/data/spa_Latn/train | finepdfs | spa_Latn | 547 |
China and the Arctic, Iceland edition
Written by AK Wednesday, 25 April 2012 19:44
Muhammad Makki's recent JES piece focused on China's quest for Arctic access and resources . Right on schedule, this week the top item on the agenda was enhancing bilateral Arctic cooperation. Germany's Deutsche Welle
brought a state visit to Iceland by China's Premier Wen Jiabao, Minister of Foreign Affairs Yang Jiechi, Minister of Commerce Chen Deming and nine other ministers and deputy ministers, and Atle Staalesen reports news service also references Makki's article in the Journal with a much broader piece on China's ambitions in the Arctic and the country's tactic of wooing Scandinavian interests while trying to offset broader European concerns about China and the Arctic's future.
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ERROR: type should be large_string, got "https://valtioneuvosto.fi/hallitukset/hallitusohjelma#/2/1\n\n2.1Kiirehdittävät toimet sosiaali- ja terveyspalveluiden saatavuuden parantamiseksi\n\nHallitus vie eteenpäin lukuisia uudistuksia sosiaali- ja terveyspalveluiden vahvistamiseksi. Hallitus toteuttaa kiireellisesti toimia, joilla voidaan parantaa sosiaali- ja terveyspalveluiden saatavuutta. Hallitus kiinnittää erityisesti huomiota perusterveydenhuollon palveluiden saatavuuteen, ikääntyneiden kotona pärjäämiseen ja mielenterveysavun ja -palveluiden saatavuuteen sekä vahvistaa kaikista heikoimmassa asemassa olevien tilannetta.\n\nPerusterveydenhuollon vastaanottotoiminta\n\nHallitus pyrkii toimillaan keventämään hyvinvointialueiden taakkaa ja purkamaan perusterveydenhuollon hoitojonoja. Kohdennetaan vuoden 2023 toisessa lisätalousarviossa vuodelle 2023 tarvittava rahoitus nykymuotoisen Kela-korvauksen kasvattamiseen perusterveydenhuollon vastaanottotoiminnassa.\n\nPerusterveydenhuollon saatavuutta parannetaan kohdentamalla hallituskauden aikana kertaluonteista rahoitusta perusterveydenhuollon hoitojonojen purkuun hallituksen kehittämän uuden Kela-korvausmallin avulla. Rahoitus allokoidaan kohdevuosille tarkoituksenmukaisella, mutta mahdollisimman etupainotteisella ja vaikuttavalla tavalla. Tavoitteena on purkaa akuutteja hoitojonoja aiheuttamatta häiriötä hyvinvointialueiden omalle toiminnalle. Hallitus varaa rahoitusta käyttötarkoitukseen yhteensä 335 miljoonaa euroa, mutta rahoituksen tarkka kohdentuminen ja jaksotus vuosille tarkentuu jatkovalmistelussa.\n\nNykymuotoista Kela-korvausta jatketaan, kunnes hallituksen kehittämä uusi Kela-korvausmalli toteutetaan edellä mainitulla rahoituksella.\n\nVarmistetaan hoitotakuun toteutuminen perusterveydenhuollon vastaanottotoiminnassa ja suun terveydenhuollossa. Yhtenäistetään hoitotakuun ja palveluihin pääsyn määräaikoihin liittyvää valvontaa. Ohjataan hyvinvointialueita tarvittaessa käyttämään ostopalvelua tai palveluseteliä. Käynnistetään tehostettu perusterveydenhuollon saatavuuden seurannan jakso osana hyvinvointialueiden ohjausta.\n\nMatalan kynnyksen mielenterveysapu ja -palveluiden saatavuus\n\nMielenterveyspalveluiden saatavuutta parannetaan pikaisesti. Kehitetään perustason mielenterveyspalveluja esimerkiksi terapiat etulinjaan -toimintamallin kokemuksia hyödyntäen ja ottamalla käyttöön porrasteinen hoitomalli.\n\nTurvataan lainsäädännöllä lasten ja nuorten yhdenvertainen pääsy perustasolla lyhytpsykoterapiaan tai muihin vaikuttaviin psykososiaalisiin hoitoihin (hallituksen mallin mukainen lasten ja nuorten terapiatakuu).\n\nVahvistetaan psykoterapiapalveluiden saavutettavuutta uudistamalla psykoterapeuttikoulutusta kaksiportaiseksi ja säätämällä ensimmäisen portaan koulutus maksuttomaksi.\n\nLisätään matalan kynnyksen palveluiden ja mielenterveysavun saatavuutta yhteistyössä muun muassa järjestöjen ja seurakuntien kanssa, esimerkiksi walk in -palvelut ja chat-palvelut.\n\nHallitus kiinnittää erityistä huomiota neuropsykiatrisesti oireilevien (nepsy) lasten palveluihin ja heidän perheittensä tukeen sekä nopeaan diagnosointiin ja avun piiriin pääsyyn.\n\nTuetaan mielenterveyspalveluiden saatavuutta yhdessä hyvinvointialueiden kanssa tehostamalla Mielenterveystalo-palvelukokonaisuuden käyttöä alueilla (omahoito-ohjelmat ja verkkoterapiat).\n\nhttps://valtioneuvosto.fi/hallitukset/hallitusohjelma#/2/4\n\nKehitetään perustason mielenterveyspalveluja esimerkiksi Terapiat etulinjaan -toimintamallin kokemuksia hyödyntäen ja ottamalla käyttöön porrasteinen hoitomalli. Turvataan lainsäädännöllä lasten ja nuorten yhdenvertainen pääsy perustasolla lyhytpsykoterapiaan tai muihin vaikuttaviin psykososiaalisiin hoitoihin (niin sanottu hallituksen mallin mukainen lasten ja nuorten terapiatakuu). Edistetään matalan kynnyksen toiminnan, muun muassa walk in -palveluiden ja chat-palveluiden ja mielenterveysavun saatavuutta koko maassa.\n\n…\n\nHallitus päivittää säädökset neuvolan, kouluterveydenhuollon ja muiden ikäryhmälle tarkoitettujen palvelujen osalta lisäten palveluiden vaikuttavuutta. Neuvoloita ja kouluterveydenhuoltoa kehitetään tukemaan perheitä ja vanhemmuutta vahvemmin lapsen etu sekä perheiden yksilöllinen tilanne huomioiden.\n\nhttps://valtioneuvosto.fi/hallitukset/hallitusohjelma#/2/7\n\nHallitus sitoutuu tavoitteeseen, jossa kustannusten kasvua hillitään vuoden 2023 julkisen talouden perusuraan verrattuna 1,4 miljardilla eurolla vuoteen 2027 mennessä ja yhteensä 3 miljardilla eurolla vuoteen 2031 mennessä kansalaisten perustuslailliset oikeudet huomioiden. Hyvinvointialueiden rahoitusmalliin tehdään tätä kustannusten hillinnän tavoitetta vastaavat muutokset. [Anu: Ennakoivat palvelut säästävät, kriisiytyneet tilanteet ovat kalliita]\n\nVäestön hyvinvoinnin parantamiseksi ja sosiaali- ja terveyspalveluiden palvelujärjestelmään kohdistuvan kuorman keventämiseksi on välttämätöntä onnistua hyvinvoinnin- ja terveyden edistämisessä ja sairauksien ennaltaehkäisyssä. Hallitus pyrkii kannustamaan hyvinvointialueita panostamaan asukkaidensa hyvinvoinnin ja terveyden kannalta keskeisiin ennaltaehkäiseviin toimenpiteisiin. Hyvinvoinnin ja terveyden edistämisen (hyte) -kertoimen painoarvoa kasvatetaan nykyisestä. Samalla tarkastellaan kuntien ja hyvinvointialueiden välistä rahoitusratkaisua siten, että se kannustaa panostamaan terveyden edistämiseen ja ennaltaehkäisevään työhön. [Anu: Kuntalainen, joka ei ole pärjännyt koulussa lukiongelmien vuoksi kärsii todennäköisimmin ongelmista itsetunnon kanssa, masennuksesta, työttömyydestä ja pienituloisuudesta -> arviolta 85-90% nuorisovankiloiden asukeilla on nepsyhaasteita -> toimet tehtävä oikea-aikaisesti ja oikealla intensiteeltillä eli eskari-eka-toka, myöhemminkin auttaa, muttei yhtä tehokkaasti: on jo oppinut \"selviytymään\" koulusta muilla keinoin]\n\nHyvinvointialueiden kokonaisrahoitus säilyy pääosin yleiskatteellisena. Hyvinvointialueilla on mahdollisuus kohdentaa rahoitus alueelliset erityispiirteet ja olosuhdetekijät huomioiden. Hyvinvointialueille annettavan kansallisen rahoituksen kohdentamisessa ei siirrytä kohde- tai hankerahoitukseen, mutta hyvinvointialueiden ohjauksen kautta voidaan painottaa kansallisesta näkökulmasta vaikuttavia toimia.\n\n➔ Tämä osio ampuu alas sen, minkä Kalle sanoi (että voitaisiin kohdentaa rahoitusta). Toisaalla tosin sanottiin, että voidaan siirtyä palvelusetelimalliin, joka mahdollistaa nepsyhoitoon pääsyn myös pienituloiselle.\n\nhttps://valtioneuvosto.fi/hallitukset/hallitusohjelma#/2/0\n\nHallitus edistää lapsimyönteisen yhteiskunnan rakentamista. Huomiota kiinnitetään varsinkin perheiden hyvinvointiin ja varhaiseen tukeen. Paljon palveluita tarvitsevien asiakkaiden palvelut edellyttävät erityisiä toimenpiteitä. Erityisesti kotihoidon kriisiytyneeseen tilanteeseen hallitus etsii mahdollisimman nopeita ratkaisuja. Pelastuspalveluiden saatavuus varmistetaan kaikkialla Suomessa." | <urn:uuid:1d4c58ce-d1f9-48f3-a53a-7c482aff9ef2> | HuggingFaceFW/finepdfs/tree/main/data/fin_Latn/train | finepdfs | fin_Latn | 6,843 |
ПРАВИЛА ЗА РАБОТА В УСЛОВИЯ НА ДИСТАНЦИОННО ЗАДАВАНЕ НА ОБУЧЕНИЕ
Настоящите правила са изготвени в съответствие с препоръките на националния оперативен щаб, за социална дистанция, във връзка със заповед №РД-01-124/13.03.2020 г. на министъра на здравеопазването във връзка с усложняващата се епидемична обстановка, свързана с разпространението на COVID-19 на обявеното с Решение от 13.03.2020 г. на Народното събрание на Република България извънредно положение и препоръки на Националния оперативен щаб, създаден със заповед №Р-37/26.02.2020 г. на министър-председателя на Република България
І. Обхват
Настоящите правила касаят всички участници в образователно-възпитателния процес в СУ „Йордан Йовков" град Русе – педагогически и непедагогически персонал, родители и ученици. Мерките, описани в документа важат до 29.03.2020 г. Срокът и обхватът на мерките могат да бъде променени в зависимост от развитието на епидемичната ситуация в страната.
ІІ. Принципи
Настоящите правила се ръководят от следните принципи:
- осигуряване на достъп до образователни материали за ученици в условията на затворени учебни заведения;
- подкрепа и обратна връзка на учениците за изпълнените от тях задачи;
- подкрепа от страна на родителите за качествено учебно време в условията на затворени учебни заведения.
ІІІ. Функциониране на училището
Достъпът до административни услуги в училището е ограничен, при спазване на хигиенните норми и изисквания, наложени от министъра на здравеопазването.
1. Учителите, които ще провеждат консултации с ученици, работят дистанционно без нужда от физическо присъствие в сградата на училището. При невъзможност педагогическите специалисти да извършват работата си от дома, да изпълняват служебните си задължения в помещенията на училищна сграда на СУ „Йордан Йовков" при засилена дезинфекция и не допускане на струпване на хора в една класна стая/помещение. Задължително използват лични предпазни средства.
За работен ден се признава ден, в който учителя има проведени консултации, подготвени материали или даване на обратна връзка, минимум пет астрономически часа. Отчитането на работните часове става чрез лично попълване на таблица с работните часове и дейности. /Приложение 1/
2. За дните без консултации по дистанционното задаване на електронни материали по утвърден от директора График на учебните часове по класове /Приложение 3/, учителите подават молба за ползване на платен отпуск.
По желание, учителите, преподаващи физическо възпитание и спорт, музика, изобразително изкуство, технологии и предприемачество, учителите ЦОУД, ресурсен учител и логопед, излизат в платен годишен отпуск, предвид характера на преподаваните учебни предмети и нуждата от осигуряване на пълноценна почивка на учениците между консултациите с учителите, свързано с изискванията в наредба за работа с видеодисплей и препоръка на ЮНЕСКО.
3. Ползването на платен годишен отпуск става чрез изпращане на писмо в свободен текст до пощата на училището, което да включва име, срока за искания отпуск и неговия вид – платен годишен отпуск.
4. Непедагогическият персонал изпълнява служебните си задължения в условия на разположение на директора, като задължително по график да има на работа в училище минимум един хигиенист за извършване на дезинфекционни дейности, съгласно разписания алгоритъм за дезинфекция от министъра на здравеопазването в условията на извънредно положение. Работник поддръжка сгради работи по график за наблюдение на отоплителната инсталация на сградите на училището. Задължително използват лични предпазни средства.
5. Административният персонал – ЗАТС и главен счетоводител да преминат към работа от дома при възможност, при невъзможност да изпълняват служебните си задължения в училище при засилен режим на дезинфекция на работните помещения. Задължително използват лични предпазни средства.
6. Служителят по охрана работи по изготвен график, като осъществят засилен пропусквателен режим и не допуска външни лица в сградата. Същият изпълнява своите задължения в условия на разположение на работодателя в случай на нужда. Задължително използва лични предпазни средства.
ІV. Организация на учебния процес
1. Учебният процес в СУ „Йордан Йовков" – Русе ще се осъществява по график за консултации, утвърден от Директора на училището и публикуван на сайта на училището.
2. Цели на консултациите:
- затвърждаване на изучаван учебен материал чрез допълнителни упражнения, разработени от преподавателите;
- задаване на проекти за изпълнение от страна на учениците, които да развиват критичното им мислене, умението за търсене и преработка на информация, анализиране и креативност.
3. Техническа обезпеченост на консултациите.
- Всеки класен ръководител създава класна стая в Google Classroom за класа си и осигурява включване в него на родители на ученици – за учениците от 1. до 4. клас и включване на учениците – от 5. до 11. клас.
- Всеки преподавател подготвя задания – работни листове, тестове, проектни описания и критерии и ги качва в класната стая не по-рано от 8:00 и не по-късно от 9:30 ч в деня, в който има консултация по график с даден клас.
- Работните задания трябва да се именуват по следния модел, за да могат учениците да се ориентират по-добре: YY_BEL_16.03._Ezikov_praktikum (YY e съкращение от името на училището, BEL – името на предмета, 16.03. – датата, на която ще се проведе консултацията, Ezikov_praktikum e описателното название на материала);
- Консултациите се осъществяват чрез използване на meet.google.com. Линк за конкретната среща се слага от преподавателя в класната стая до 9 часа в деня, в който ще се проведе консултацията. По време на консултацията учителят дава насоки на учениците каква е задачата, припомня основни правила и ключови понятия, отговаря на възникнали въпроси в рамките на 15-20 минути. След това учениците имат 20 минути почивка, в която не трябва да са пред електронните устройства.
- Поставените от учителите задачи трябва да са със срок на изпълнение по преценка на преподавател, но да не изискват прекарване пред компютър повече от необходимото време, съобразено с изискванията в наредбата за работа с видеодисплей и препоръката на ЮНЕСКО.
- Между провеждани консултации или след последната учителите подготвят материали за следващата или проверяват и дават обратна връзка на учениците, които са изпратили своите задачи.
- В края на работния ден преподавателят попълва лична таблица за отчитане на работните задачи за деня. Таблицата е в Google sheets и се попълва онлайн
4. Правила за електронна комуникация.
Същите са приети с Решение на Педагогическия съвет на 12.09.2019 г. и утвърдени със Заповед № ………. на директора на СУ „Йордан Йовков" – Русе.
5. Училищна документация
По време на работата в условия на извънредно положение учителите няма да поставят оценки на учениците и няма да попълват учебен материал в електронния дневник. По време на консултациите по същество няма да се взима нов учебен материал, а ще се затвърждават и упражняват вече взети теми.
V. Допълнителни разпоредби
Учителите ще отговарят на имейли от родители, колеги и ръководство в часовия диапазон от 8:30 до 16:30 часа. На съобщения, получени след 16:30 часа, ще бъдат давани отговори в рамките на следващия работен ден.
Учениците носят отговорност за включване в консултациите и навременната си работа по зададените задачи. Имат право да търсят и получават обратна връзка от преподавателите си чрез въпроси в Google Classroom, по имейл или други удобни за двете страни начини, спазвайки нормалната етика за време и начин на комуникация.
Комуникацията с родители на учениците от начален етап е необходимо да е ежедневна, тъй като поставянето на задачи за децата ще минава през тях. Освен чрез Google Classroom и Shkolo.bg класните ръководители могат да осъществяват комуникация с родителите и по други удобни за двете страни канали.
VІ. Настоящите правила за работа в условия на дистанционно задаване на обучение са приети на неприсъствено, но онлайн заседание на Педагогическия съвет, проведено на 15.03.2020 г. от 14,00 ч. и влизат в сила от 16.03.2020 г
Приложение 1 – Таблица с работните часове и дейности
Приложение 2 – Инструкции за работя с електронна таблица за отчет на дейност
Приложение 3 – График на учебните занятия по класове
Приложение 4 – Линк към онлайн учебниците по класове | <urn:uuid:6d1fe7bb-2f5b-4105-ad1d-f848a88178b0> | HuggingFaceFW/finepdfs/tree/main/data/bul_Cyrl/train | finepdfs | bul_Cyrl | 8,274 |
Jahrgang 3
Deutsch:
Falls die Arbeitshefte mit nach Hause genommen wurden, können folgende Aufgaben bearbeitet werden:
- Zebra 3: alle nicht bearbeiteten Aufgaben bis einschließlich Seite 64 (bitte nicht weiterarbeiten!).
- Rechtschreibheft/Lupenheft und Lies-mal-Hefte weiterbearbeiten
Lern-App „Anton"
Teilbereiche:
- Grammatik-Nomen
- Grammatik-Verben
- Grammatik-Adjektive
- Grammatik-Satzarten
- Rechtschreibung-Silben
- Rechtschreibung-Kurze und lange Selbstlaute
- Rechtschreibung-Besondere Laute
- Rechtschreibung-Rechtschreibstrategien
- Rechtschreibung-Groß- und Kleinschreibung
- Lesen-Genau lesen
- Lesen-Texte verstehen
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Mathematik:
Lern-App „Anton"
- Wiederholen und Vertiefen im Zahlenraum bis 1000:
Addition und Subtraktion-Halbschriftliche Addition
- Wiederholung Mathematik 2. Klasse: Multiplikation und Division, Aufgaben zum kleinen Einmaleins | <urn:uuid:ca48e8ab-a9fb-4ce4-a0b6-f28422cda6bb> | HuggingFaceFW/finepdfs/tree/main/data/deu_Latn/train | finepdfs | deu_Latn | 888 |
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3. Uit deze verborgen bedeelingea, leert hij, ten derde, xelfverfoeiing. Hij kan niet, als een farizeeuwsche pauw, de vederen van zijne goede werken in de zon uitspreiden, hij heeft iets, dat hemm van zich xelven doet walgen, Wij kunnen anderen niet zonder oorzaak haten, en wij kunnen geene haat tegen ons zelven koesteren, tenzij er iets in ons is, dat tot haten aanleiding geeft. EL meñsch, die in een vuile gracht valt, haat zijn kleederen omdat hij zuiverheid bemint. Hij, die dus een hëilig grondbeginsel in zich heeft, moet noodzak&jk de zon den haten. Onze hedendaagsche belijders haten de zonden van anderen, maar liefkozen hun eigen, Maar een kind van God haat zich zelven, omdat het zoo -vuil en bezoedeld is voor Hem,. dien* het lief heeft. Hij haat de roofvogelen, die over hem broeden met hun ontuchtige vlerken en met hun ijselijk krassen. Hij haat de beesten, die rondom hem om spijze brullen, en huti wraakzucht vertoonen ; zoolang zij niet verzadigd zijn. En bovenal haat hij zich xelven, als de ellendige stomp, waarop deze onreine dieren aan vallen.
Doch ik haast mij te-gewagen van een vrucht, dien ikniet onopgemerkt kan láten, Sn dat is, dat de Heilige Geest daar door ee42 zaak voorbrengt voor God den Verlosser, om zijn kracht heerlijkheid en zaligheid daarin te openbaren. Met al de over, de godsdienst hoog opgevijzelde woorden, die door het land worden uitgebazuind, en onder den hoop belijders, die overal rondgaan is er nauwelijks één uit de duizend, die een ledigheid gevoelt, welke de Hemelsche openbaringen van Christus noodzakelijk . maakt, Zij kunnen allen zien, en alien hooren, allen gelooven, allën genieten,-en ik ben verzekerd, dat zij allen kun&Ín sprekéa. Zij zijn nooit uitgekleed geworden van hun natuurlijke godsdienst; er is nooit slijk op hunne oogen gest,roken, Joh, 9 : 6 nooit zijn de Goddelijke vingers in hun ooren gestoken, Mark. 7 : 33; nooit is hun wijs'heid veranderd in dwaasheid, noch hun bevalligheid in afzichtelijkheid. Maar zij zeggen; ,, wij zien ! en daarom blijven ze in hun zonden." ,,Het licht, dat in hem is, is duisternis, hoe groot zal dan de duisternis zelve zijn!" Een geneesheer is voor een gezonde nutteloos, doch hoe dieper de kwaal is, des te wijzer en beter geneesmeester zijn wij noodig. Zoo heeft een schuldig geweten verzoenend bloed, een gewonde geest heelende balsem, een vuil gewaad eenen zindelijken mantel, een onderwaterzittende ellendeling eene uitreddende hand, een veroordeelde ten dood eene
Het zou niet moeielijk zijn aan te toonen, hoe geduld, zachtmoedigheid, verslagenheid des geestes, teederheidvan geweten, en andere dergelijke genadegaven, door den Heiligen Geest in de ziel worden voortgebracht en doorgaan dcor deze donkerebevinding waarvoor menig sprekende dwaas, in hoogmoed op den kansel staande, de grendel heeft geschoven.
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.
volle vergiffenis, een ong8ne8siijk ongemak eenen almachtigen ~eneesmeester, en een in de hel zinkende zondaar, een van den Hemel nedergedaalden Verlosser noodig. &n mens& die werkelijk schuldig is bij zich zelven, heeft een waren zaligmaker noodig. Hij wil niet langer bedrogen en opgeschikt worden met een valsehen dekmantel, maar hij moet een wezenlijk hulpmiddel hebben, daar bij een wezenlijk ongemak heeft. Christus in den Bijbel, Christus als een ongekenden Zaligmaker, zittend8 in den Hemel, Christus van verre, ongeopenbaard nog niet ontdekt, is geen Christus voor hem. ,,Nabij, <nabij; dat hij. nabij kome - in mijn hart, &z mijn ziel, in mij geopenbaard, aan mij ontdekt, in mij gevormd worde - die, die is de Christus, welken ik behoef! O! maar een druppel van Zijn verzoenend bloed, ééne toelsching van Zjjn gezegend aangezicht, ééne getuigenis van Zijne liefde, 66ne straal van zijne rechtvaardigende gerechtigheid !" En wanneer nu deze Goddelijke verlosser, in zijn in bloed gedoopt gewaad, alzoo verschijnt, dan nadert de zinkende ziel haar: heil zij met u! en de roofvogelen der bergen nemen de vlucht, de dieren .der aarde Sluipen in hunne holen, de verwoeste stomp krijgt nieuwe scheuten, en de stem klinkt uit de diepte van het hart : ,deze is onze God; wij hebben Hem verwacht, en H;Li zal ons zalig maken. Deze ia de Heere, wg hebben Hem verwacht, wii zullen ons verheugen en verblijden in Zijne zaligheid."
Het bijzonder kenmerk van den oogst is, dat het de tijd der vruchten is, En zoo merk ik den herfst der genade aan, als ,daarmede overeenkomende in het voortbrengen der vruchten in de ziel. De eenigste vrucht, die God ooit als vrucht zal erkennen is die, welke Hij zelf, door Zijnen Geest voortbrengt in het hart. ,,uwe vrucht is uit Mij gevonden," Hosea 14: 9. ,Werkende in u, hetgeen voor Hem welbehage~~k is." Hebr. 13 : 1. ,, Wij zijn Zijn maaksel, geschapen in Christus Jezus tot goede werken, welken God voorbereid heeft, opdat wij in dezelve zouden-wan.deIen." Ef. 2 : 10. ,,Het is God, die in u werkt, beidbhet willen
En nu komt dat seizoen, van hetwelk de voorgaand8 slechts voorbereidende geweest ztin - de oogst (herfst) der ziel. Ik versta door ,, de oogst," waarvan in den tekst gesproken wordt, niet ,,de voleinding der wereld," Matth. 13: 39, de algemeen0 inzameling van de uitverkorenen van de vier winden, van het been8 eind des hemels tot het andere, Maar ik versta daardoor 88n8n geestelijken Oogst - eenen oogst in de ziel, in den tijd, niet eenen oogst van ziel en lichaam beide op het einde des tijds. Gelijk als er een8 lente, zomer en winter in de bevinding is, alzoo is er ook een oogst in de bevinding, en wanneer het eene gedeelte van den tekst bevindelijk is, zoo is zulks ook hef geval met het andere gedeelte.
en het werken, naar Zijn welbehagen." Fil. 2 : 13. De markt is waarlijk gevuld met de edelste vruchten. Zij worden in elke kraam opgehoopt en van deur tot deur rondgevent. Maar het is de vrucht der ent, niet de vrucht van den stam, die den naam, waardig is, en geen andere zal op de Hemelsche tafel opgedischt worden. De ent zou echter geene vrucht dragen, tenzij zij afgesneden ware. * )Y HJ ,,A11e rank, die vrucht draagt, reinigt 19* - dat is : bemesten en besnoeien - ,,opdat zij meer vrucht drage," Joh. 15 : 2. De groote verborgenheid der levende Godzaligheid bestaat in niets te zijn, opdat Christus zij alles in allen. Elke ontblooting, zifting en lediging, iedere beproeving, oefening en verzoeking, die de ziel doorstaat, heeft maar één oogmerk, namelijk, om dien ellendigen geest van onafhankelijkheid uit het hart te bannen, dien de duivel daar in geblazen heeft, toen hij zeide : ,,Gij zult als God wezen." Een mensch moet genoegzaam doodgebloed zijn, voor dat dit vergif uit zijne aderen zal geweken zijn. Eenen reus te verkleinen tot een kind van een span lengte, eenen bultigen kameel in elkander te drukken, zoo dat hij door het oog van tenen naald kan gaan - dit te ondergaan is voor eenen mensch noodzakelijk, zal hij Gode welbehagelijke vruchten voortbrengen. Wel mocht Nicodémus zich verwonderen hoe een mensch ten tweeden male iu zijns moeders buik kan ingaan, en geboren worden ; en het wonder, hoe een volwassen mensch een hulpeloos kind kan ten des vleesches, in plaats van de vruchten des Geestes te offeren. Vleeschelijke heiligheid, gebeden, oefeningen, plichtplegingen, vormen en ijver, -deze zijn, wat men als goede werken aanmerkt, en schenkt ze, als de zoodanige, aan God. Maar wel mag Hij, ,,Die te rein van oogen is dan dat Hii het kwade kan aanschouwen en de ongerechtigheid kan aanzien," tot alle zulke vleeschelijke werkers zeggen : ,,Als gij wat blinds aanbrengt, om te offeren, is het (bij u) niet kwaad ; en als gij wat kreupels of kranks aanbrengt, het is niet kwaad." Mal. 1 : 8. Alles wat het vleesch doen kan is kwaad ; want het gedichtsel van 's menschen hart is boos van zijne jeugd aan" ; en de vruchten van zijn boos hart den Heere der heirscharen te brengen, is ,,verontreinigd brood op zijn altaar te brengen." Mal. 1 : 7. Dus, ,,de edele vruchten, nieuwe en oude welke alle aan de deuren van de rechtvaardigen zijn weggelegd, voor den Geliefdsten," zijn alleen de zoodanigen, als de geest van God voortbrengt in de ziel, En gelijk ,,Hij niet aanziet wat voor oogen is, maar het harte," 1 Sam, 16 : 7, zoo zijn deze vruchten I niet uitwendige, maar inwendige vruchten. Het isin het binnenste, in de verborge~lste diepte van de ziel, dat de Eeuwige Gw3f
worden, is voor de meesten ook nu nog eene groote verborgenheid. De noodlottige misslag van duizenden is, aan God de vruchwerkt ; en de uitwendige daden zijn slechts zichtbare teekenen en openbaringen van zijne inwendige werkingen. Een verbroken hart, een verelagen geest, een teeder geweten, eene kinderlij ke vreeq eene begeerte, om den grooten God des Hemels te behagen, en eene vrees, om Hem te beleedigen, een gezicht van het kwaad der zonde en eene begeerte, om van derzelver heerschappij verlost te worden, een treuren over herhaalde af- * wijkingen, grievingen van zoo dikwerf verstikt te zijn in onze lueten en neigingen, eene kennis van onze hulpeloosheid en zwakheid, een: g~e&lijke onnoozelheid en Godde$.jke oprechtheid, een afhangen van dagelijksche verzorging van genade, een wachten op de hand der Voorzienigheid, een opheffen der oogen naar de-heerlijkheid van God L dit zijn 'slechts weinige van de vruchten, die den oogst der ziel aanwiizen. Maar . waarom was het noodzakelijk, dat er winter vooraf ging 3 Waarom breekt de landman, met zijnen ploeg, de met grae begroeide aarde, en keert ze om met al hare achoone bloemen, en brengt wormen en maden naar boven, die onder de zoden verborgen lagen 3 Waarom trekt hij de egge over het braakland, en scheurt met de hand wortelen uit, en vergadert ze tot hopen, om verbrand te worden 3 Omdat hij eenen oogst van koren behoeft, die voortkomt uit het zaad, dat hij zelf zaait ; en omdat de natuur van het land uit zich zelve hem geene tarwe en gerst kan geven. Alzoo ook de violet- en aleutilbloemen der nctuur - de deugden van het natuurlijk hart, en al de voortbrengselen der vleeachelijke Godsdienst - moeten het ploegijzer van den winterploeg beneden hunne wortelen gehad hëbben, en begraven z$n, in gemengde verwarring, onder de zwarte aardkluiten der inwendige verdorvenheid, opdat de genade als een ingeplant zaad mag uitspruiten.
Maar de winterbedeeling, die ik in het voorgaande heb zoeken te beschrijven, heeft de gewaande onafhankelijkheid verbrijzeld, en de ziel, rn alle dingen-steunende gemaakt op Christus ; de hoogmoed is nedergeworpen en de nederigheid in deszelfs plaats gebracht ; een bedriegelijk hart it3 ontbloot geworden en in een geestelijk, vroom hart herschapen, geveinsheid is ontmaskerd en onnoozele oprechtheid ingeplant ; eene gedaante van Godsdient is verpletterd geworden, en eene Godsdienst in kracht te voorschijn gekomen, e&e ledige belijdenis van eene dorre leer is ontworteld,-en a dadelijkheid dereeuwige dingen heeft hare plaats vervangen, het valsche zilver is in den Ëmeltkioes verbrand geworden, en het zuivere goud is er onbeschadigd uitgekomen. E& gebrand kind vreest het vuur, en eene verbrokene ziel vreest eene ledige belijdenia. Eene pijnlijke wond kan geene drukking verdragen, en een geweten, door verschrikkelijke dingeninrechtvaardigheid vertcederd, kan den last der schuld niet torsëhen. ,,Ik vermocht niebvan wege
Zijne hoogheid," Job 31: 23. Hetgeen de geloovige heeft door-
bracht. Hij kent nu den ,,eenigen waren God, en Jezus Christus,. dien Hij gezonden heeft," en -hij heeft gevoeld, dat deze ,God een Geest is en in Geest en in waarheid moet aangebeden worden." Hij kan niet langer verdragen de ijdele uitvindingen der menschen, de plichtplegingen van eene vleeschelijke kerkoprichting, de vermommingen van priesterlijke listen, hët haichelijk spreken van geveinsden, het ijdel gesnap van praatzieke belijders, de bespottelijke heiligheid van Armiuiaansche volkomenheid, en de mantel der Godsdienst, waaronder duizenden onreine harten zich verschuilen. Hij wordt een verlatene, Hij tracht weinig naar de gave, van -luide en lange gebeden te doen. Hij gevoelt, dat eene verborgene zucht beter is d$n een lang gebed, en weinige woorden met God in zijn vertrek dierbaarder zijn dan vele woorden in het bedehuis. Een regel van HART'S lo&angen vertroost zijne ziel; terwijl een luidruchtig koor zingende die van Da. WATTS, haar met eenen last belaadt; en een half vers uit den Bijbel vermurwt zijn hart, terwijl een geletterd prediker hetzelve door eene lange leerrede in ijs verandert. Hij verlaat nooit het gezelschap van ledige belijders, zonder beschuldiging, noch het zoete gezelschap van zijnen God, zonder eeraen zegen. Hij gevoelt, dat Christus zijn beste raadsman is, dat Deszelfs liefde de uitnemendste. Deszelfs vriendschap de bestendigste, Deszelfs tegenwoordigheid de verblijdenste en Deszelfs toelachingen de begeerlijkste zijn. De menschen, ook de besten onder hen, verwonderen hem dikwerf alleenlijk ; het gezelschap van Gods kinderen is hem menigwerf lastigien hunne raadgevingen brengen veelal geene hulpe aan, Zijn Hemelsche vriend bedriegt hem echter nimmer, schendt nooit zijne vrijmoedigheid, ontdekt nooit zijne geheimen, verwondt nooit zijn gevoel, vervleeschelijkt nooit zijn gemoed, bedroeft nooit zijnen geest, leidt hem nooit in verschrikking, of onthaalt hem nooit met minachting; integendeel Hij vergeeft hem zijne zonden, verschoont zijne ondankbaarheid, heeft medelijden met zijne zwakheid, verdraagt zijne afwijkingen en bemint Hem oprechteldk. De christen ondervindt dus, dat, zal hij staan, God hem moet ondersteunen; zal hij iets recht weten, God het hem moet leeren ; zal hij wandelen op den weg naar den Hemel, God hem er eerst op moet brengen, en daarna hem op den zelven geleiden ; zal hij iets hebben, God het hem moet geven, en zal hq iets doen, God het in hem moet werken. Hij is nu ,,door de-wet;" - dat is door zijne bevinding van haar doodend a vonnis, - ,,gestorven aan de wet, opdat hij Gode leven moge" Hij kan niet langer eene bloote letter tot een levend richtsnoer nemen ; maar hij-is ten diepste bewust, dat het alleen is door gestaan en ondervonden heeft hem in verkeering met God ge,,eens anderen te zijn, (namelijk) Desgenen, die van de
dooden
Maar hij heeft ook droefheid en tegenstand van binnen, veel drukkender voor zijnen geest, dan de kwade namen, die de boosaardigen hem toevoegen, of het onrechtvaardig vermoeden van opgewekt is, opdat wij Gode vruchten dragen zouden," Rom, 7: 4. Door dien de tegenwoordigheid van God met hem gaat, wordt hij afgezonderd van alle volk, dat op den aardbodem is, Ex. 33: 16. Terwijl anderen roemen over hetgeen zij voor God gedaan hebben, is hij verbljd te gevoelen, dat God iets voor hem gedaan heeft ; terwijl anderen spreken van Christus, spreekt hij met Christus. Doch hij bevindt de waarheid Van Pred, 1: 18. n In Vd wijsheid is veel verdriets; en die wetenschap vermeerdert, vermeerdert smart." Gelijk zijne inwendige Godädienst hem afscheidt van enkele uitwendige belqdens, zoo wordt hij een doelwit van de ledige belijders, om op te mikken. Elke Evangelist van aangelegenheid, die een begrip van Godsdienst heeft, maar wat bij heeft van Scot of Simeon ontleend, verdoemt . hem als eene loutere antinomiaan. Ieder student, die niet meer van de werkingen des levenden geloofs kent, dan van de chineesche taal, heeft eenen pijl in zijnen koker, gepluimd met eenen tekst, om hem door hethart te schieten als een vreeselijk monster ; iedere droge calvinist loopt hem voorbij in de renbaan ; iedere Farizeër tierende methodist don streeft hei te boven in -ijver, iedere d .ert over hem het woord luiheid" uit ; en ieder plichtverrichter mijdt hem als de pest. Hoeveel ook de onderscheidene secten van elkander verschillen, daarin vereenigen zij zich dat zij hem verdoemen. Alle andere Godsdienst is recht, en de zdne alleen verkeerd; elk geloof is zuiver, maar het zijne is alleen onrecht, De liefdadigheid houdt alleen hem voor liefdeloos; algemeen0 zaligheid drijvers snijden alleen hem van de zaligheid af; zij, die deernis hebben met de heidenen, hebben geene erbarming met hem, en zij, die land en zee omreizen, om een geloofsgenoot te maken, verklaren zijn zaak alleen voor onherstelbaar, En wat is zijne overtreding, wat is zijne zonde, dat zij hem zoo verbitterd najagen? Gen. 81: 35. Leeft hij in de zonde? Neen. Is hij in de wereld bedolven, tot het hoofd en de ooren in staatkunde verdiept, oneerlijk gewin bijeenschrapend of bezield met hebzucht? Geenszins, durf ik zeggen. Verzuimt hij het bidden, het lezen in Gods Woord, het hooren der waarheid, het toebrengen tot de behoeften der heiligen, of het in vrede leven met alle menschen? Neen. Waarom dan dat vereenigde blaffen der partgen op hem? Om dezelfde reden, waarom Jozef van zijne broeders gehaat werd, en niet broederlijk met hem konden spreken: -de Vader bemint, en heeft hem gekleed met eenen veelvervigen rok, en hem openbaringen gegeven, die hij anderen onthouden heeft.
schijnheiligen hoogmoed, dat men van hem heeft. Paulus, na in
het vleesch gedreven ; een engel des satans kreeg last, dat hij hem met vuisten zou slaan, opdat hij zich niet zou verheffen. 2 Cor. 12: 7. Waar hij ook ging, deze doorn vergezelde hem steeds, gedurig zweren in zijn vleesch zettende, hem ieder oogenblik belemmerende, hem onophoudelijk pijn aandoende, en telkens dieper en dieper doordringende hoe meer wederstand hij bood. &Tienduizend ~doornen in eene omheining pijnigen zoo veel niet, als een in het vleesch, En zoo ook tien duizend onrechtvaardige betichtingen van de zonen Belials, - hoewel zij allen zijn ,,als doornen, die weggeworpen worden, omdat men ze met de hand niet kan vatten, maar een iegelijk die ze zal aantasten, voorziet zich met ijzer en het hout eener spies," 2 Sam. 23: 6, 7 - tienduizend betichtingen zeg ik, van verguizende belijders zijn slechts als doorns in eenen haag, die ons alleen wonden als wij tot hen naderen, en welke een wijze man wel op eenen behoorlijken afstand zal houden. Maar een doorn, door Gods hand in het vleesch gedreven en vastgehecht, kunnen wij nog verlichten, noch uittrekken. En alzoo zullen gedurige verzoekingen, die de ziel van een kind van .God treffen, hem duizendmaal dieper grieven en kwetsen, dan eene dikke haag van stekende belijders, die aan de eene zijde van den weg staat. Maar dòor deze pijnlijke oefeningen wordt hij bewaard, van zich op den droesem van eene doode verzekering te zetten, of van op zijn gemak op eene verledene bevinding te rusten. Deze tot zweren zettende doornen behoeden hem van die ijdele, ellendige, bedriegelijke bevestiging, te onrecht zou genoemd, die, zich verspreidende als de kanker, genoegzaam de geheele kerk met eene drooge verrotting besmet heeft - eene bevestiging, gebouwd op de lengte der belijdenis, op een geloof van de leer der genade, op lidmaatschap in eene algemeene kerk, op een goed gedrag, op een algemeen aanzien, t wijfelingen en vreezen, als een geloovige, op vrij zijn van en op eene bevinding, twintig jaren geleden. Zijn doorn in het vleesch zal hem niet op zijn gemak laten staan, op zijnen arm laten rusten, alsof de strijd ware gewonnen, den vijand verjaagd, en het vredesverdrag geteekend. Hij kan niet rusten op eene leer der genade, waarvan hij de kracht niet gevoelt, noch in eene verledene bevinding, die niet gedurig wordt vernieuwd, noch in eenen Zaligmaker in den Bijbel, wiens tegenwoordigheid niet van tijd tot tijd wordt geopenbaard, noch in beloften9 waarvan hij nu en dan de zoetigheid niet geniet. Hij kan d US het anker niet in de doode zee werpen. Hij-kan niet- op zijn gemak uitgestrekt liggen op deze donsachtige bedden; want zijn doorn zal hem geen rus6
den derden
Hemel opgetrokken geweest te zijn, werd een doorn in
--
laten. maar hem zad
van woelingen maken, tot aan den schemer- opgevuld te hebben met denkbeelden, maar in een hart, bevestigd door genade, niet in eene uitwendige vereeniging met de kerk, maar in eene uitwendige vereeniging met Christus; niet in neder te zitten aan den avondmaalstafel, maar in het eten van het brood dat uit den Hemel nedergedaald is; niet in berouw, dat hij had, nu twintig jaren geleden, maar in een dikwerf vermurwd te zijn, door een gevoel van Gods goedertierenheid en genade ; niet in het zitten in eene rechtzinnige kerk, maar in eene plaats en eenen naam, te hebben in de gemeente der eerst geborenen. Hij zal voorzeker geene van Christus bevelen verachten of verzuimen, maar zal meer op de kracht dan op de gedaante zien, en zal denken, dat het liefelijker is te wandelen in de binnenkameren van Zions paleis, en des Konings aangezicht te zien, dan rondom hetzelve te gluren. deszelf; toorn te tellen, en op deszelfs bol werken ie letten, Door den inwendigen strijd: geheime werkingen, verborgene wisselingen en elke veranderde oefening zijner ziel, wordt hij bevestigd in eene diepe overtuiging van zijne dwaasheid van Gods wijsheid, -van zijne- zwakheid en Christus kracht, van zijne zondigheid en -van des Heeren goedertierenheid, van zijne afwijkingen en van des Geestes terechtbrenging, van zijne booze ondankbaarheid en J EHOVA ' S langmoedigheid, van de groote uitgestrektheid der zonden, e n d e n o g grootere uitgestrektheid der genade, En zoo wordt hij dagelijks meer en meer bevestigd in de ijdelheid van het schepsel, in de uiterste bulpeloosheid des menschen, in de bedriegelijkheden en huichelarij van het menschelgk hart, in de oppermacht van bewarende genade, in het klein getal van boven onderwezene dienaars en van levendgemaakte zielen, en in de groote zeldzaamheid der ware Godsdienst. Ook zijn deze overtuigingen geene ontleende denkbeelden, doorgedrevene begrippen, onbezonnen0 gedachten, artikelen van eene geloofsbelijdenis die recht en verkeerd kunnen zijn; maar het zijn dingen, door hem zoo zeker gekend en zoo duidelijk gevoeld, als eenig stoffelijk voorwerp door zijne oogen gezien, of met zijne handen getast kunnen worden. Hij heeft eene Goddelijke maat in zijne -ziel opgericht, waarmede hij zoowel anderen als zich zelven meet; -want ,de geestelijke mens& onderscheidt alle dingen," 1 Cor, 2 : 15 -en als hij met de eene hand hem meet, is hij gedwongen het tekel met de andere te stempelen. Hij ziet op de korenzolders, en vindt kaf in plaats v a n tarwe, hij houdt de wisselbrieven tegen het licht, en kan het watermerk niet ontdekken; hij gast in de schaapskooi, en vindt bokken opgesloten in plaats van schapen; hij bezoekt
tijd, job 7: 4.
Zoo bestaat
zijne bevestiging, niet in het hoofd
de huishouding, om de gelijkheid van het huisgezin te onder.
Zoo isdan het aanwassen in de genade geene voortgaande zoeken ; maar vindt het vol ,,van de kinderen der huichelarea, net zaad der overspeling en bedrijvers der hoererij." Jes. 57 : 3. Hij behoeft eene volkomene wezenlijkheid. Hij zoekt in alles uaar iets dat eenen Goddelijken indruk draagt, en een hemelsch bovennatuurlijk karakter met zich voert. Maar in plaats van ware weduwen en verlatene te vinden, 1 Tim, 5 : $', wordt hij geplaagd met weduwen van Thekóa, ÍI Sam, 14 : 2, 3, en in plaats van uitgeputte schuldenaars en gevangenen; die onvermogende zijn te betalen, treft hij zelden aan als rijke kooplieden, met eenen bloeienden handel, in trotsche houding. Zijn ziel kan zich evenwel alleen vereenigen met de armen en nooddruftigen ; de ontledigden, met de schipbreukelingen en de zonder schuilplaats ronddoolenden, die uit volstrekte noodzakelijkheid, na uit huis en goed verdreven te zijn, hunne toevlucht genomen hebben tot de voorgestelde hoop in eene zaligheid, zonder geld en zonder prijs, En zoo zal een weinig Goddelijke vrees, levend geloof, kermende gebeden, onvervalscht berouw, in een woord, weinig hemelsche wezenlijkheden, eene vereeniging doen ontstaan, daar hoog verheffende aanspraken, onbewogen vertrouwen, een heilig schijnend voorkomen, een teemeid spreken, een begaafd hoofd-en eene tong, die door de geheele aarde klinkt, zijn hart doen bevriezen. Hij heeft eene naald in zijne ziel, die aangestoken is met eenen -hemelschen zeilsteen ; trekt, en de pool, dieeenen verslagenen geest tot zich drijft een onbeschaamd voorboofd terug.
heiligmaking en vleeschelijke heiligheid in eene hand, noch eene valsche en bedriegelijke bevestiging in de andere. Het nauwe pad ligt tusschea deze twee uite%t& Aan de eene zijde is . farizeesche heiligheid, zoo als HA R T zijde antinomiaanscbe zegt, en aan de andere zorgeloosheid, en tusschen deze twee scherpe rotsen ligt het pad, hetwelk geen vogel kent, en dat der giervogels oogen niet zien. Van zich op een dezer twee rotsen te stooten, daarvoor wordt een wedergeboren mensch bewaard, alleen door de verborgene handeling van God met zijne ziel, en de innerlijke oefeningen waarin hij geduriglijk verkeert. Een gestadige omgang met zijne eigene zondigheid bewaart hem voor eigengerechtigheid in het vleesch, een dagelijks& kruis en een tot zweren zettende doorn bewaren hem voor roekelooze verwaandheid. Zijn pad is waarlijk een verborgen pad, vol van overeenstemmende- tegenstrijdigheden en hemelsche wonderspreuken (paradoxes), Hij is nooit gerust als hij op zijn gemak is, noch buiten eenen last, als hij geenen heeft. Hij is nimmer voldaan zonder iets te doen, en evenwel is hij nooit voldaan met hetgeen dat hij doet. Hij ia nooit zoo
-
sterk, als wanneer hij stil zit, Jes. 30 : 7 ; nooit zoo vrucht- baar,' als wanneer hg niets doet, en nooit 'zoo werkzaam, als wanneer hii de minste haast maakt, Jes. 28 : 16. Allen streven hem vooru.t in de loopbaan, nochtans bereikt hij alléén het doelwit, en behaalt den-prijs. Allen zijn bij zich zelven zeker van den hemel, evenwel gaat hij in dat Koninkrijk, terwijl de meesten van dezen buiten gesloten worden. Hij verkrijgt vergiffenis uit schuld, hoop uit zwaarmoedigheid, verlossing uit verzoeking, vertroosting uit verdrukking en een mantel der gerechtigheid uit vuile lompen. Alhoewel een worm zijnde en geen man, overwint hij almogendheid door geweld, en hoewel minder dan niets en ijdelheid, Jes. 40 : 17 ; 2 Cor. 12 : 10. Neemt hij het koninkrijk der hemelen door geweld, Matth. 11: 12. Evenzoo -vindt men, te midden van de vreemdste tegenstrijdigheid, die zich in het hart van eenen geloovigen Öpdoeni dat hij nooit zoo biddend is, als wanneer hij niets zegt; nooit zoo wijs als wanneer hij de grootste dwaas is, nooit zoo zeer alleen, als wanneer hij in het- grootste gezelschap is, en nooit zoo zeer onder de kracht der inwendige Godsdienst, als wanneer hij het meest van eene uitwendige afgezonderd is. Zeldzame geheimzinnige schepselen ! Hij kan niet leven zonder te zondigen, nochtans kan hij niet leven in de zonden; hij kan niet leven buiten te bidden, evenwel kan hij dagelijks niet onafgebroken bidden ; hij bevindt geduriglijk, dat de Godsdienst hem een last is, desniettemin zoude hij van haar voor de ganscbe wereld niet willen afzien ; hij heeft begeerte naar de zonden, als eene lekkere bete, nochtans haat hij ze met eenen volkomenen haat ; hij acht Christus den voornaamsten te zijn onder tien duizenden, -ofschoon hij bij tijden met twijfelingen beproefd wordt of hij zijn Zaligmaker in älles wel is.- -
Zoo is dan het pad; hoe gebrekkig en onvolkomen ook geschreven, waarop de verlosten wandelen. Jes. 35 : 9 ; een pad alleen dÓor hem betreden, en dat ook menigwerf jammerlijk L tegen hunne geneigdheid inloopt. In dezen weg te wandelen is niet het voortbrengsel der wiisheid, Dan. 2 : 30 ; de uitwer- I king der bekwaamheden, 1 Eer. 2 : 6, noch de- vrucht van ijver en studie. Integendeel al wat de natuur kan. doen, is daarmede in strijd. De rede noemt het dwaasheid ; de wijsheid . noemt het dolligheid ; de voorzichtigheid merkt het aan als bedrog ; geleerdheid veroordeelt het als geestdrijverij, de vrije wil verklaart het voor verwaandheid, en de eigengerechtigheid denkt dat het toomloos is. Bisschoppen en aartäbisächoppen ver- -achten het, deken en aartsdeken walgen er van, de hooge geestelijkheid scheldt het uit, de lagere geestelijkheid predikt er tegen. Bijbel- en zendelingsgenootschappen bedanken iemand, zoo hg er het minste mede besmet is, en de GodsdienBtige en eerlijke vrouwen verdrijven hem uit hare landpalen. Hand. 13 : 50. Godvergetene Calvinisten verafschuwen het zwaard, welks scherpe snede hÜn geenel egerplaafs vergunt ; Wesleijanen versmaden het wapen, dat hun trotsch gebouw in het stof werpt, wereldsche dissenters haten het licht, dat hunne onvaste grondslagen openbaar maakt, predikers in de collegiën en academi& verfoeien de stem, die hunnen Goddelijken lastbrief vraagt, en de plichtplegers van alle graden, gezindheden, namen en beteekenissen walgen van eene Godsdienst, die hen van het eeuwig leven afsnijdt en hen laat buiten de schaduw eener hoop. Eending is hunklaar genoeg - dat, indien dit de eenigste weg is naar den hemel, zij dan niet op denzelven wandelen. Dit hebben zij eenigermate duidelijk genoeg gezien ; en als zij dus zich zelven rechtvaardigen, moeten zij noodzakelijk, zoowel den weg zelven veroordeelen, als het uolll: dat daarop wandelt, en de Zeeraars, die den weg prediken.
Maar gelukkig zijn zij onder ons, die door eene Almachtige hand en- eene -bovennätuurlijke kracht op dit gezegend pad gebracht zijn! Wij plaatsen ons zelven daar niet op bij den aanvang, noch bewaren ons zelven daarop bij den voortgang, Indien wij een van beiden gedaan hebben, wij zijn geheel niet in den weg maar wandelen wij op een zijpad, en zullen uitkomen bij die deur, die BUNJAN zag, dat in de hel open ging, in plaats van aan de deur des hemels. Hij, die geene onderzoeking der ziele kent of hij op den weg is, noch rillende twijfeliagen of angstige vrees ondervond, die zijnen geest bedroeven ; geene verborgene kermingen en zuchtingen kent om zijn hart recht voor God te hebben; geen plechtig middernachtsgeroep, geen angstvallig vooruitzicht nog zwaarmoedig terugzicht, geene bevende bekommering, hoe het met hem op het einde zal wezen, geene vrees voor zelfbedrog, noch vermoedens van 's satans bedriegerij ontwaart, hij, zeg ik, die zorgeloos voortgaat zonder deze diepe oefeningen, openbaart door deze zelfde gerustheid, dat hij niet op het nauwe pad is, dat ten eeuwigen leven leidt. Bij iemand die geestelijk oprecht is, zal elke schrede meer of minder gewogen, elke bevinding vroeger of later tot den toetssteen gebracht en ieder gedeelte van den weg angstvallig beproefd worden. Hij zal begeeren door en door onderzocht te worden. Hij zal zijnen boezem ontblooten voor elken pijl, die van den kansel vliegt, om te zien of het op hem gemikt ware. Hij zal eene onderzoekende prediking beminnen, en in z;j, oprecht gemoed kan hij niet te diep doorboord worden. Hij haat de werkers met looze kalk en de naaisters van kussens voor alle, okselen der armen. Hij bemint harte- en gewetenswerk, en kleeft het meest aan hem, die ,zich het meest veroordeelt van al de gewetens voor Gods aangezicht." Hij begeert dit pad geschetst, zijne struikelblokken weggenomen, zijne verzoekingen geopperd en de handelingen van God met zijne ziel beschreven te hebben. Hoe zeer alle menschen der waarheid veroordeeld worden, als bijgeloovig en liefdeloos, kan hij evenwel niet denken, dat het een kwade geest is, die begint met de werkin. gen des Heiligen Geestes, die de valsche Godsdienst omverrukt, alle zwakke steunselen verscheurt, alle toevlucht der leugenen uitdrijft, der ziel van bedrog en geveinsdheid verlost, den mensch bedekt met beschaamdheid des aangezichts en aan God alle heerlijkheid toeschrijft, Hoe gehaat en gescholden zij ook mogen zijn ; hij kan niet dan ze liefhebben, die het middel van de heeling zijner wonden zijn, en de ontheffing zijner lasten de vertroosters in zijne verdrukkingen en de redders uit zijne verzoekingen. Hij kan geen kwaad spreken van die verborgene kracht, die zich vereenigd heeft met het .Woord aan zijn harte, leggende deszelfs geheimen bloot, opsporende deszelfs verborgene werkingen, ontdekkende deszelfs diepe gedachten, en openbarende, tot zijne verbaasdheid, wat hij geloofde dat niemand dan God en hij zelf weet. Hongerige menschen werpen geen brood op den mesthoop, zieke menschen sluiten de deur niet voor den geneesheer, en de gevangene slaat den arm niet af, die hem in vrijheid zet. En zoo zult gij, die deze verborgene paden bewandelt, de uitleggers uwer bevinding, de leidslieden op uw pad, de borsten, die u zogen en de handen, die u het brood des levens toedienen, beminnen en liefhebben,
Doch sommigen zullen zeggen ; ,,O! dat ik een klaar bewijs had, dat ik in deze paden wandelde! Wat zou ik niet geven, om eene Goddelijke getuigenis te hebben, dat de gezegende geest mij daarop leidende was!" Door deze zelfde twijfelingen, is reeds het bewijs verworven, Twijfelingen leiden tot het roepen en zuchten naar eene Goddelijke getuigenis; en in dit antwoord op deze zuchtingen wordt de hemelsche getuigenis gegeven. Een mensch, buiten twijfelingen, is zonder getuigenissen. Twijfelingen zijn voor de getuigenissen, wat het in elkander sluiten is van twee in een passende voorwerpen, het slot voor den sleutel, het raadsel voor de oplossing, Getuigenissen zijn Ebenhaëzers ; - steenen der hulpe, 1 Sam, 7 :42, - maar voor de steenen moet een gat gedolven worden, om in te staan, en dat gat is twijfeling. T wijfelingen vun wege de zaligheid, zijn voór. de openbaring der zaligheid, wat de honger is voor het eten, naaktheid voor de kleeding, de donderstorm voor eene schuilplaats, de galg voor de uitvoering van een vonnis en de dood voor eenè opstanding. De een8 van deze is de voorafgaande gereedmakende, en den weg openende voor de andere. De eerste is niets, buiten de laatste, en de laatste niets buiten de eerste. Het naast aankomende dus voor de getuigenissen is het beste twijfelingen te hebben, Het beste is te weten, dat h& recht met O~EI ia; en het tweede daaraan, te vreezen, dat wij verkeerd zijn. De getuigenie der Heiligen Geestes te genieten is de gezegendste zaak aan deze zijde van het graf, te hijgen naar die genietingen, is de grootste daaraankomende zegen. Gij gevoelt dat ik alleen van geestelijke twijfelingen spreek, dat is, twijfelingen in eenen geestelijken mensch : want natuurlijke twgfelingen, zijn zoo ver van de zaligheid, als de natuurlijke hoop. Het pad door het dal der moerbeziënboomen, gaat van kracht tot kracht; dat is, volgens de oostersche wijze van reizen, van de eene rustplaats tot de andere, waar bronnen gedolven zijD, en de regen hen gansch rijkelijk overdekten. Ps. 84 : 7, 8. Wij leeren God en ons zelven, de zonde en de zaligheid niet in eenen dag. De vraag is : hebt gij een stap op den weg gedaan? ,,Wachter ! wat is er van den nacht?" Is het avonds laat, of middernacht, of het hanen gekraai, of morgenstond 3 Mark. 13 : 35. Is het Lente, Zomer, Wh ter of Herfst? De vraag ia niet zoo zeer of gij ueel geloof, maar of gij eenig geloof hebt 3 Het is niet de hoeveelheid, maar de hoedanigheid; noch of gij eene groote Godsdienst, dan of gij Godsdienst hebt. Een greintje waar geloof zal de ziel behouden; en ik ken vele, vele tijden, dat ik verblijd zou zijn, om in zekerheid te gevoelen, dat ik het duizendste gedeelte van een greintje bezat. ,,Het mostaardzaad is wel het minste onder al de zaden;" en evenwel kan een zoodanig geloof b bergen verzetten." Heb ik eenig gedeelte van uwe bevindingen beschreven, een weinig weerklank in uw binnenste gevonden, eene Goddelijke verborgenheid van uw hart ontknoopt, of eene hemelsche koord in uwe ziel aangeroerd 3 Gelukkig is hij, die eene Goddelijke getuigenis heeft van zijn eeuwig aandeel in de verkiezende liefde des Vaders, in het verzoenend bloed en de rechtvaardigende gerechtigheid des Zoons, en in de Goddelijke onderwijzingen des Heiligen Geestes. Maar ik verzeker plechtiglijk elk en eenen ieder, die ooren heeft om te hooren, dat dit pad de alleen eenige weg des heils is ; en dat iedereen, die in den grooten dag bevonden zal worden niet eenigermate op hetzelve te hebben gewandeld, in de handen zal vallen van hem, die een verterend vuur is ; en in de hel zal nederzinken, om eeuwiglijk Zijnen toorn en zondewraak te ondervinden.
DE BOOMEN DES VELD8 EN HUNNE VASTGESTELDE BESTEMMING.
LEIFBREDE OVER EZECHIËL 17 : 24. ,Zoo ZULLEN ALLE DE BOOMEN D ES VELDS W E T E N, DAT IK , DE HEEBE, DEN HOOGEN BOOM VERNEDERD HEB, DEN NEDERIGEN BOOM VERHEVENHEB,DENGROENENBOOMVERDROOGD, EN DEN DROOQEN BOOM BLOEIENDE QEMAAKT HEB: IK, DE HEBRE, HEB HET GESPROKEN, EN ZAL HET DOEN.
Het schijnt, gelijk Hart terecht heeft opgemerkt, ten eenemaal onmogelijk, om een pad van ChristelQke bevinding uit te schetsen, en dan ' te zeggen dat al de kinderen Gods dat pad zullen bewandelen, De alleen wijze God heeft onderscheidene wegen, langs welke Hij Zijna kinderen tot de kennis van Hem, den eenigen en waarachtigen God, brengt; en Rij zal alle wijsheid van'het schepsel vernietigen zoo dat niemand in staat zal zijn den Heere een pad voor te schrijven, of Hem te besluiten in die nauwe beperkingen welke door ons gevallen gemoed den Almachtigen zoo dikwijls worden voorgehouden.
Doch schoon wij niet bij machte zijn, om den Christen, in zijne bevindingen, een pad af te bakenen, of om eenen juisten maatstaf op te geven, om er alle kinderen Gods mede te meten, zoo is het evenwel buiten alle tegenspraak, dat er, in het hart en de conscientie van het gansche uitverkoren geslacht, eene juiste en gewisse schets van Gads onderwijzing is in gedrukt. Er is een zeer groot verschil, tusschen het oprichten van eenen juisten maatstaf, waarbij ieder, die niet aan de voorgeschrevene bepalingen voldoen kan, veroordeeld wordt, en het ter zijde stellen, van al de bepalende kenmerken, Er zijn in de Goddelijke waarheid zekere groote deelen, die volstrekt bij bevinding moeten gevoeld en gekend worden; er zijn zekere voorname leidingen in de Goddelijke leerwijze, die noodzakelijk irn aller levend gemaakt hart door den Heiligen geest moeten gegraveerd zijn; en hij, die deze groote afbakening en juiste kenmerken niet persoonlijk en voor zich zelven bezit; draagt het kenmerk niet, van een der wedergeborenen Gods te zijn. Bij voorbeeld: ,,Bekeert u, en ielooft het Evangelie;" waar nu geene bekeering en gelooven van het Evangelie plaats vindt, daar is het ontegenzeggelijkste bewijs voor handen, dat er de onderwijzing van God den Heiligen Geest gemist wordt. ,Dit is het eeuwige leven, dat zij U kennen, den eenigen waarachtigen God, en Jezudhristus,
Dien Gii gezonden hebt ;" wanneer er nu geene inwendige, geestelijke en bevindelijke kennis is van den eenen waarachtigen God, en van de Middelaar Jezus Christus, dan is het eene bewezene waarheid, dat er geen eeuwig leven in de ziel is. Daar, waar geene overtuiging van zonden is, is ook geene werking des Heiligen Geestes, ,,Die van zonden overtuigt," en de ziel-zich schuldig voor God doet gevoelen, Daar, waär het geloof in den Middelaar Gods ontbreekt, wordt wederom een inder, volstrekt .noodzakelijk kenmerk, waardoor Gods kinderen te onderscheiden zijn, gemist. En zoo zouden w$ kunnen voortgaan met onderscheidene schetnen der Christelijke waarheid, en de groote deelen der inwendige bevinding, en tezeggen, dat, waar deze .gewisse bevindingen ontbreken, naar deze groote punten van de Goddelijke waarheden niet bevindelijk worden gekend, wij daar een alles afdoend bewijs hebben. dat die ziel door God den He& gen Geest nog niet is obgewekt tót een geestelijk en eeuwig leven.
De Heere heeft trouwens in Zijn woord ook zekere juiste . regels aangaande de handelwijze, hoe Hij werkt, beschreven. BIJ' voorbeeld : ,,een iegelijk, die zich zelven verhoogt, zal vernederd worden ; en die zich zelven vernedert, zal verhoogd worden," dat is een van de regels, naar welke de handelwijze van God in Zijne werkingen gericht is, en die nooit, ook met geene enkele uitzondering, kan vernietigd worden. En in onzen tekst, - waarvan ik, met Gods hulp, eenige gedachten u wensch mede te deelen - hebben wij een voorbeeld van Goda handelwijs in Zijne werkingen, gelijk aan dat, hetwelk ik zoo even heb aangehaald. %ZoÖ zullen alle boomen des velds weten, dat Ik, de HIBEEE, den hoogen boom vernederd heb; en den nederigen boom verheven heb, den groenen boom verdroogd, en den droogen boom bloeiende gemaakt heb: Ik. de Heere, heb het gesproken, en zal het doen." Indien onze bevinding daarom (wij mogen er van denken en zeggen, wat wij willen) niet in strikte overeenstemming is met de groote merkteekenen, die door den Heiligen Geest in het Woord der waarheid zijn voorgesteld, dan kunnen wij zonder te aarzelen, met gerustheid het 9Tekel" in weegschalen gewogen, maar te ligt bevonden" op die bevinding schrijven. Wij willen dan onder Gods zegen onze bevinding, zoo als dezelve is, met den regel die de Heere Zelf heeft voorgesteld, vergelijken, en wanneer onze bevinding den toets aan dat voorschrift niet kan doorstaan, er het &habod" 1) op h 'j sc rl ven, en het ,,Tekel" met groote letteren op het voorhoofd drukken, ,Zoo zullen alle boomen des velds weten, dat Ik, de Heere, den hoogen boom'vernederd heb, den nederigen boom verheven heb, den groenen boom verdroogd,
1) 1 Sam. 4: 21.
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en den droogen boom bloeiende gemaakt heb: Ik, de Heere, heb het gesproken, en zal het doen." De Heere spreekt hier van vier verschillende boomen, of liever daarbij, wat Zijn werk aangaande en met deze boomen zijn zal, En inde ontvöuwing hiervan, zal Ik, met den zegen des Heeren, den tijd, die wij hier samen zijn, trachten te besteden. $00 zullen -alle boomen des velds" -eene zekere waarheid -weten. Allereerst doet zich hier de vraag op : wie zijn deze ,,boomen des velds?" Het veld schijnt de zichtbare kerk van God te beteekenen en de boomen des velds allen, die door eene uiterlijke belijdenis leden van den Godsdienst zijn, hetzij dan slechts in naam of in het wezen der zaak. De ,,boomen des velds" beteekenen hier niet, bij uitzondering, het levend gemaakte geslacht van God, maar alle boemen die in het open veld van den Godsdienst staan, zonder onderscheid, -dat is, die personen, welke hier op aarde, voor het uitwendige, eenen naam en eene plaats in Christus Eerk hebben. Het iË daarom, dat wij ook menigwerf in de Heilige Schrift lezen van menschen, niet zoo als zij wezenlijk zijn, maar gelijk zij belijden te zijn, Wanneer daarom de Heere, bij Johannes XV zegt: ,,Alle rank, die in Mij geene vrucht draagt, die nsemt Hij weg", dan spreekt hij daar niet van de ranken, zoo als zij waarlijk zijn, maar gelijk zij belijden te zijn. De rank was nooit in Hem, want dan zoude zij vruchten moeten dragen; maar de rank was in Hem ; door de belijdenis, en niet in wezen. Zoo ook neemt de Heere hier, ,,de boomen des velds" in den breeden omvang van al de belijders van Zijnen naam, Zij belijden ,,eikenboomen der gerechtigheid, eene planting des Heeren te zijn;" zij belijden ,,eene spruit van Zijne planting te wezen, een werk Zijner handen." De Heere merkt hen aan, naar hunne aanmatigende belijdenis, niet naar hetgeen zij wezenlijk in Zijne heilige oogen zijn, maar op grond van hunne eigene belijdenis, dat zij ,boomen d e s velds" zijn -dat is, leden van de zichtbare kerk hier beneden. ,, Alle boomen des velds" nu -allen, die door belijdenis op-de zichtbare kerk van Christus betrekking hebben ; allen wiens oogen (hetzij natuurlijker of geestelijker wijze) eenigermate geopend zijn ; allen, die zich eenigzins ,van eene wereld, die in het booze ligt" hebben afgezonderd ; allen, die de ,,waarheid, zoo als die in Jezus is" door belijdenis hebben aangenomen, n allen, die voor de reinheid en de kracht van het Evangelie van Christus strijden -,,alle boomen des velds", hetzij zii door God of door den satan werden geplant -al . . de leden- van de zichtbare kerk, al de ranken vsnden wijnstok, hetzij in waarheid of slechts bij name, al deze boomen des velds zullen eene zekere waarheid weten, 'I
van vier boomen in onderscheiden staat; en Hij verklaart ons
Maar wat is nu dexe waarheid? - De HEERE zal, overeenkomstig Zijne eigene verklaring en belofte, aan en in zekere personen een zeker merkteeken doen, en het zal aan de zicht- in veel weten, richt zich op in eene hooggevoelende en trotsche
bare kerk van Christus blijkbaar worden, wat Hij aan hen, die door Zijnen vinger als het ware zijn aangewezen, doen zal, 1 . ,Zoo zullen alle boomen des velds weten, dat Ik, de Heere, den hoogen boom vernederd heb." Het eerste karakter dan waar . de Heere van spreekt, is den &oogen boom"; en de hooge boom zal svernederd" worden. De uitdrukking S hooge boom" schijnt mij toe twee beteekenissen te dragen. Vooreerst, hebben TRij L den ,,hoogen boom" - dat is, een naamchristen, die van de vreeze Gods in zijne ziel verstoken is, die niets van Gods genade in ziin hart bezit. maar die in de zichtbare kerk van God eene belijdenis heeft gedaan van de levende Godzaligheid, schoon hij derzelve kracht verloochent. Met dezulken wordt als het ware de kerk overstroomd, en ik geloof, (laat een ieder van de zuiverheid zijner kerk spreken, zoo als hem goeddunkt) dat er geen kerkgenootschap bestaat, dat van deze boomen bevrijd ia ; het zijne geene boomen der gerechtigheid, door den Heere geplant, tot verheerlijking van Zijnen naam ; maar zij zijn door den satan, met eene valsche belijdenis der Godsdienst, in de kerk van Christus ingevoerd geworden, daar hunne harten van de bevindelijke kracht der levende Godzaligheid ten eeneamale ledig en onwetende zijn, Zoo is dan deze ,hooge boom", een hoog verheven, hoog gevoelend, vermetel en trotsch belijder der Godsdienst, die zijn hoofd geheel en al gevuld heeft met de leer der genade, maar die ontbloot is van de gevoelige kracht, die de wezenlijke Godzaligheid op en in hare bezitters pleegt uit te werken; het is een onbelaste, een ongeoefende, een onverzochte,een onbeproefde naamchristen ; het is een, die nooit de krachtvolle hand van God op zich voelde drukken, waardoor hij tot in het stof is vernederd geworden ; die nooit voor den troon van Gods genade en majesteit, als een gansch bedorven en verwoest ellendeling zonder hoop en zonder hulp, is nedergevallen ; die nooit schuldig werd voor den Heere ; die nooit ten onder gebracht is geworden, zoodat hij zijne gansche bedelaarsgestalte, armoede en onmacht in zich zelven, recht beschouwde ; maar het is een natuurlijk mensch, die den naam heeft dat hij leeft, en den Godsdienst in zijn hart belijdt te bezitten, hoewel hij in zijne consciëntie niet van de vrijmachtige onderwijzingen en Goddelijke werkingen van JEHOVA den Heiligen Geest ondervonden heeft, En evenwel heeft de Heilige Geest hem met een zeker merkteeken geteekend - en dat is, dat hij een ,,hooge boom" is. Hij is niet de kruipende klimop, hij is niet de zwakke rank, die niet kan omhoog komen zonder ondersteuning, maar hij verheft zich vrijmoedigheid, steekt in de verhevene inbeeldingen van zijn onvernederd hart zijn hoofd tot boven de wolken, en ziet met hoovaardige verachting en in hoogmoed des harten neder op hen, die kermende, zuchtende en treurende zijn, van wege een lichaam der zonde en des doods. In dit woud der boomen, is ,,de hooge boom" het eerste voorwerp, dat het oog tot zich trekt, dewijl hij boven alle boomen uitsteekt. Gij zult dezen naamchristen in Christus kerk ten allen tijde onbëschroomd te voorschijn zien treden ; hij blijft, van wege zijne zwakheid of onwetendheid nooit terug ; hij wordt, wat zi@en zielstaat voor God aanbelangt, nooit met twijfelingen en vreezen overmand ; hij steekt van wege zijne boosheid, bedorvenheid en vuilheid voor den Heere, nooit zijnen mond in het stof; wanneer hij eens in een gezelschap, of bij de eene of andere Godsdienstige gelegenheid tegenwoordig is, .is hij altijd gereed te spreken, verhoogt zich zelven, ja verheft zich boven Gods kinderen, die onder den last van hunne schulden, zonden en verdorvenheden gebukt, treurende en zuchtende daar henen gaan, en bij den Heere geduriglijk pleiten, óm de openbaringen Zijner genade en zaligheid aan hunne zielen.
Naar de Heere zegt: ,,Ik zal den hoogen boom vernederen." Deze hooge ,boom zal vernederd worden, en niet alleenlijk dat, maar het-zal op eene Mz~bare, op eene in het oog loopende wijze geschieden - ,aZZe boomen des velds zullen het weten." Vernederd voor alZen, die oogen hebben te zien, die ooren hebben te hooren, en die harten hehben om Gods daden en handelingen op te merken. Niemand, zelfs niet tot één toe, heeft de zonde in zijn binnenste overwonnen, dan alleen diegene, welke ,,de vreeze des Heeren" in hunne harten hebben, ,,tot eene springader des levens, om af te wijken van de strikken des dÖodsz alle anderen zijn onder de heerschappij der zonde; zij zijn, gelijk de Heilige Geest zelf verklaard heeft: dienstknechten der zonde ;" zb meenen daarvoor bevrijd te zin, maar in het verborgene om ha& te 9 heerscht de zonde in hun sterfelijk lichaam, gehoorzamen in de begeerlijkheden _ des zelven . lichaams ." 0p;iat nu alle boomen des ields zouden we ten, dat de Heere den hoogen boom vernederd heeft, zoo laat Hij het dikwijls dezen, &h hoog verheffende belijders toe, om in zekere alo& bekende zonden te vallen, waardoor zij voor de oogen van Christus kerk ontbloot staan, als loutere naam-christenen, als slechte uitwendige belijders der levende Godzaligheid, die van de wezenlijke kracht der genade niets met al wisten. Doch de Heere heeft ook nog andere wegen en middelen, om dezen hoogen boom te vernederen, bij voorbeeld : door hem in zijne conscientie te slaan met het angstige vooruitzicht op Gods zondenwraak en Zijnen toorn tegen alle werkersder onge-
,
rechtigheid, waardoor hij in al de verschrikkingen der wanhoop gedompeld wordt. Daar is zoo menig hooggevoelende en verwaande naamchristen, verheven tot een valsche vrijheid, het hoofd als het ware door zi&e hooge inbeeldingen boven de wolken stekende, jankende en huilende de eeuwigheid ingegaan ; daar de roede van Gods eeuwigen toorn tegen de zonde zijne consciëntie benauwde, terwijl hij, onder al de afzichtelijkste verschrikkingen der wanhoop, zijne schuldige ziel uitblies; in wiens knagende consciëntie reeds hier, voor dat hij door de wrekende hand van Gods gerechtigheid in de hel nedergestort werd, eene voorproef gevoeld werd van de eeuwige wraak van God en de verslindende vlammen eens vuurs, dat niet wordt uitgebluscht. En zoo maakt de Heere dezen mensch tot een schouwspel voor anderen, door dezen ,,hoogen boom te vernederen," en werpt hem van die zichtbare hoogte in de afgrijselijkste diepten der hel. Maar de uitdrukking ,,hooge boom" heeft ten tweeden, eene andere beteekenis. Van waar ontspruit die trotschheid bij den zich zelven vertrouwenden, hooggevoelenden naam-christen 3 Is het niet uit eene inwendige oorzaak van hoogmoed in zijn bin'nenste 3 En zijn niet allen, zonder een éénige uitzondering, deelgenooten van ,,datzelfde arglistig, ja doodelijk hart 3" Dewijl de verheffende en verwaande vrijmoedigheid bij eenen hooggevoelenden naam-christen uit de aangeborene hoogmoed zijns harten ontstaat, is dan in het hart van een levend gemaakt kind van God niet dezelfde werkende oorzaak dier vervloekte verhoovaardiging 3 Wanneer de Heere, mijne vrienden ! door Zijne oneindige genade en barmhartigheid het niet verhoede, ach ! elk onzer zÖu in die strikken vallen, waarin zoo velen verward geraken, en daarvan is het, dat zÓo menig levend gemaakte z%l, eene die God bij de hand genomen en door Zijnen Geest onderwezen heeft, door de listen des satans, door de hoogmoed zijns harten en door de werkingen van zijne gevallene natuur, verheven wordt tot een valsch vertrouwen, tot een staan in valsche vrijheid, en tot dat verfoeielijke en in Gods en der menschen oogen zoo onverschoonllj'ke hooggevoelende te zijn, zich in zijne inbeeldingen zelve verheffende, en dat, -ja vrienden ! zoo arglistig is ons harte -en dat, van wege het werk der genade in zijn harte ! Werd DJeruzalem met lantaarnen doorzocht," wij zouden zoo velen van dezulken onder het ware volk van God aantreffen. En van waar komt dit 3 Wat verheft de boom in het woud? Wat trekt hem tot die onnatuurlijke hoogte, wat doet zijnen stam zoo hoog gaan, zonder dat hij zijne takken ter zijde uitspreidt, of zijne wortelen in de aarde-uitschiet 3 Is het niet dat hij eene standplaats onder de hooge boomen heeft 3 Nu, zoo is het ook in de kerk van God. ,,Kwade samensprekingen bederven goede zeden," Drie of vier hooggevoelde naamchristenen in eene gemeente van den levenden God, zullen, indien de Heere het niet verhoedt, vele van Gods kinderen tot hooge inbeeldingen en een valsch vertrouwen verleiden. Daar is er nog eene andere bron, waaruit dit ijdel vertrouwen in de harten van Gods kinderen ontstaat, namelijk onder het gehoor van Evangeliedienaars, die voor zich -zelven in zulk eene valsche vrijmoedigheid staan en verkeeren; die hunne pijlen wetten tegen de oefeningen van Gods beproefd geslacht, die de twijfeliñgen en vreezen, de schulden en droefheden van het levend gemaakte Zion, met bitse beschimpingen en verachtingen bespotten, en die hunne schichten werpen op ieder, die met hen niet in dat hooggevoelendo vertrouwen staat. Onder deze hoogopschietende boomen, deze verwaande dienaars der gemeente in de letter, worden de kinderen Gods menigmaal uit hunne wezenlijken staat getrokken. Zij worden, gelijk die ze hooren, tot een staatzuchtig en eergierig oogmerk gevoerd, en zii worden opgetrokken in eene vermeende vrijmoedigheid en verfoeielijke trotschheid, door de bediening van hen, die daarmede vervuld zijn, En zoo worden zij (Gods kinderen) ,,hooge boomen."
vertrouwen doen voortwandelen. Hij zal het niet toestaan,-dat zij eenen langen tijd in zulk eene valsche vrijheid verkeeren, en daarom zal Hij ze ,,vernederen." - ,, Zoo zullen alle boomen des velds weten, dat Ik, de Heere, den hoogen boom vernederd heb." De Heere zal in den weg van Zijnen toorn en des oordeels den onbekeerden, maar in den weg zijner genade en des ontfermens den uitverkorenen onder die hooge boomen vernederen. En vraagt gij, hoe de Heere dien hoogen boom vernedert? Het is, door de ziel slechts een weinig te doen beseffen, van wat zij waarlijk Zs; door haar eenen blik te doen slaan op die fontein van inwendige bedorvenheid des harten, welke wij met . ons omdragen, en haar derzelver verborgenheden te ontdekken ; door ons sÓmtijds in den weg Zijner voorzienigheid zware beproevingen toe te zeuden, waardoor wij, buiten de goedertierene uitredding des Heeren, als gansch hulp- en hopeloozen ontbloot staan, of door in onze conscientie's Zijne pijlen en overtuiging te schieten, waardoor wij benauwdheden, angsten, schuld, ellende en veroordeelingen voor Zijn heilig aangezicht gewaar worden. De Heere heeft ons slechts met den vinger van Zijn alvermogen aan te raken, en het geheele gebouw van al ons ijdel vertrouwen ligt in puinhoopen. Hij heeft ons maar met een gefronsd voorhoófd aan te zien, en al onze trotschheid, hooggevoelendheid en gewaande vrijheid is gekneusd, ja verbroken, en wordt tot niets. Hij heeft maar voor een oogenblik den sluier van onze harten op te lichten, en ons te ontdekken wie zuzj zijn, en ons te laten weten wie .Z3%y is, wij
Doch de Heere zal zijne kinderen nooit in zulk een ijdel L
zullen voor Hem nedervallen, gelijk Jesaja nederviel, toen hij de ,, heerlijkheid des Heeren in den Tempel zag." ,, Onze aierlijkheid zal veranderd worden in eene verderving", gelijk het met Daniël ging, toen hij dat ,groote gezicht" zag; en wij zullen met Job ons ,,verfoeien en berouw hebben in stof en asch, dewijl wy den Heere hoorden met het gehoor van onze ooren, maar Hem nu zien met onze oogen," De Heere laat zijn volk soms langen tijd in eene soort van half vertrouwen voortgaan, zij gevoelen het bij zich zelven duidelijk, dat er iets verkeerds in hen moet zijn, en evenwel komen zij gedurende al dien tijd niet tot de juiste zekerheid - zij hopen op hoop en tegen hoop, - en evenwel trachten zij zich zelven te onderschragen, doch met gebrokene en zwakke steunsels; maar op het oogenblik dat Hij Zijne hand aan hen legt; op het oogenblik, dat Hij in hen Zijne heilige verontwaardiging over de zonden, en Goddelijke wraak over de ongerechtigheid ontdekt, worden zij van al hun ijdel en trots& vertrouwen uitgekleed, en gevoelen in zich de hooge baren der zieledroefheid, en de golven van zware angsten; ,,de afgrond roept tot den afgrond, bij het gedruisch van Gods watergoten", en het schijnt- ,dat al de baren en golven des Heeren over ons henen gaan ." Dan zijn zij verneder& Dan is hunne valsche vrijheid verdwenen, hun ijdel vertrouwen is vernietigd, hunne vleeichelijke hoop is als een nevel weggevaagd, hun geloof schijnt weggenomen, en z;j staan voor het aangezicht van God als op den uitersten rand der hel, vreezende, dat ieder oogenblik de tijd daar zal zijn, dat zij in de eeuwige verdoemenis zullen gedompeld worden. Hier is de ,hooge boom vernederd." En- o, mijne vrienden! gelooft het, wanneer gij nooit vernederd zijt geworden, dan hebt gij geene verhoog&g te verwachten; zijt er van verzekerd, dat zoo de genade van God u nooit vernederde, en tot niets voor den Hecre gebracht heeft, dan hebt gij nooit te rekenen, dat gij op eene aangename en zielzaligende wijze, door de openbaringen van Christus, zult verhoogd en tot, IIem verheven worden, En zoo komen wii tot het tweede
11. De verhooging van den aederigen boom. ,,Zoo zullen alle boomen des velds weten, dat Ik, de Heere, den hoogen boom vernederd heb, den nederigen boom berheven heb." Gij g<voelt, dat wii hier eene zeer groote tegenoverstelling hebben. Wij hebben den hoogen boom beschouwd; dien boom, d;e boven alle boomen des wou& uitstak, gelijk de hoog opschietende populier-boom, zoodat hg boven alle boomen die rondom hem zijn, het eerst werd opgemerkt ; en nu hebben wij den ,,nederigen boom" den wijnstok, die zich zelven niet ondersteunen kan, de klim- . op, die op den grond kruipende en klauterende, naar eenige karakter, dat in onzen tekst beschreven wordt, of tot
onderschraging uitziet om opwaarts te komen - een oogenblik van nabij te beschouwen. Deze ,nederige boom" verbeeldt een kind van God, dat in zijne ziel diep vernederd is, wiens gerechtigheid hem is ontdekt geworden als een vuil en wegwerpelijk kleed, wiens hart is verslagen, wiens geest is verbroken, wiens conscientie is verteederd ; ja hij is door het werk d e r genade in zijne ziel vernederd en verteederd geworden, dat hij niets heeft, en niets is, dan een arm, een vernield, een ellendig, een- zondig, een aan alle zijden in alles goeds tekortkomend, een hulpeloos, een hopeloos schepsel, dat zijne ,oogen zelfs niet naar den Hemel durft op te heffen".
De nederige boom is een, die ten allen tijde de slechtste, de geringste en de nederigste gedachten van zich zelven heeft ; die in zijn hart niet het minste geestelijk goed kan vinden ; die geduriglijk bevreesd is, van door hoogmoed ter zijde afgetrokken te worden ; die voor iederen schijn van iets meer te zijn dan hij wezenlijk is, of iets meer te spreken dan hij waarlijk gevoelt, beeft en terugschrikt ; die dag bij dag nederiger wordt in de gedachten over en van zich zelven, #achtende anderen uitnemender dan zich zelven" ; en van wege een gevoelig ge- . zicht van zijne vuilheid, snoodheid en boosheid voor de oogen van eenen -hartdoorzoekeaden en nierenbeproevenden Jehova, is hij vervuld met afschuw en verfoeiïng van zich zelven; hij wens& nog meer vernederd te worden, en zegt daarom menigmaal :
,,Mijn hart is vol bedrog en zonden, 'k Ben voor Uw oog afschuwelijk Heer ! 'k Walg van mij zelven - diep onreine, Ai ! verneder me tot Uw eer f"
,, De nederige boom" is een, die weinig kan spreken, omdat hij zoo weinig heeft te spreken, dan van zijne Goddeloosheid, diepe ellende, uiterste huïpeloosheid, algeheel onvermogen, afschuwelij ke vuilheid en verfoeielij ke boosheid. De ,, nederige . boom" is een die aan den voetbank des Heeren zich nederbui& en liggen blijft, totdat het Gode behaagt, hem met de to& laching van Zijne liefde te beweldadigen. De ,,necierige boom" is een die zich gaarne terug wenscht te houden, omdat hij bevreesd is van in trotschheid en hoogmoed voorwaarts te komen ; daar is dezen ,,nederigen boom" geen plaats te laag, daar is hem geene te vernederende gestalte dan dat hij dezelve niet gaarne zou willen aannemen, daar zijn geene woorden krachtig genoeg om het innerlijk van zijn verbroken hart uit te drukken, en daar is geen tong zoo bespraakt, en geen hoofd zoo begaafd, die het gevoel zijns harten voor den hoogen God,
met Wien hij te doen heeft, zou kunnen beschrijven. Hij is niets - en hij heeft niets - en is ook onvermogend, om eenig geestelijk goed in zijn hart aan te toonen, maar hij beschouwt zich voor God en voor het volk van God te staan, als eene massa ongerechtigheden, een hoop vuile ongemakken, een melaatsche, een bankroetier, een bedelaar, een arm en nooddruftig zondaar ;- ,van de voetzool af tot het hoofd toe, is er niets geheel,s aan hetzelve, dan wond,811, stri.eme n en etterbuilen." Van deze ,nederige boom" nu; heeft de Heere gezegd : - smelt zijne ziel in ootmoedigheid weg, des te meer is zijn hart
,Ik zal Hem verhoogen." Maar Elij zal den nederigen boom nooit in zich zelven verhoogen. Want de Heere zegt : ,,Een wijze beroeme zich niet in 6ijne wijsheid ; de sterke- beroeme zich niet in zijne sterkte ; eei rijke- beroeÍ.ne zich niet in zijnen rijkdom : maar die zich beroemt, beroeme zich hierin, dat hiJ verstaat, en Mij kent, dat ik de Hoere ben." ,,Maar in den Heere zullen gerechtvaardigd worden en zich be'roemen, het gansche zaad fan Israël." ,,iDie roemt, roeme in den Heere." Wanneer daarom de nedeiige boom verheven wordt, zal het zijn door eene zoete openbaring van Jezus bloed en de eeuwige liefde aan zijne ziel ; - zal het zijn door hem uit het stof op te richten, en uit den drek te verhoogen, opdat hij zitte bij de prinsen Zijns volks, en een erfgenaam van den troon der heerlijkheid worde ; - zal het zijn door de beminnelijke intrede van koning Jezus in zijn harte, waardoor zijne conscientie met het verzoenende en reinigende bloed van Zijne genade wordt gesprengd, en met de druppelen van Zijne barmhartigheid worde bedauwd, en Zijne eeuwige gerechtigheid voor al zijne wonden gepast en berekend ziet, Dan is de ,,nederige boom verheven" geworden, wanneer hij door de openbaringen van Gods genade en barmhartigheid aan zijne ziel, op eene aangename en gemakkelijke wijze, afzien ; van zijne zonden en ongerechtigheden kan wanneer ,den vroegen en den spaden regen" in zijn verzengd en dorstig hart druipt ; wanneer hij door het geloof bekwaam mag worden, om te zien, dat Jezus zijnen naam op het harte draagt, en zorgt voor zijne zaligheid, en wanneer hij in zijne conscientie de liefelijke en gezegende getuigenis heeft, dat hij een deelgenoot is van die liefde, welke de kennis te boven gaat, en welker lengte, noch breedte, noch diepte, noch hoogte te meten of te peilen is ; - dan zeg ik, is hij waarlijk ,,verhev&." Maar zijne _ verhooging kan hem nooit tot een hoovaardig vertrouwen leid& ; hij wordt daardoor nooit hooggevoelende, of tot dwaze eigengerechtige gedachten gebracht. Hoe meer de Heere hemverhoogt, hoe nederiger hij bij zich zelven wordt ; hoe hooger de Heere hem verheft, ZOO veel te lager buigt hij zich voor Hem neder, hoe klaarder zijn gezicht is in het zien van zijn aandeel aan Jezus, des te meer
verbroken, des te teederder wordt zijne conscientie ; en hoe meer WI menigvuldiger de Heere Zijne genade en liefde in zijne ziel een plaats te vinden, die nederig genoeg voor Hem is, opdat uitstort en aan hem openbaart, des te verlegener is hij, om hij er nederzinkende, den Heere zoude verhoogen. 0, mijn vrienden! dit is de eenigste verhooging, die wezenlijk begeerenswaardig is ; niet zich trots& te verheffen, hooggevoelende te zijn, of in valsche vrijheid te berusten, maar in de verhooging, om aan de voeten van den Zaligmaker te liggen en met Johannes het hoofd in Zijnen schoot de openbaring van Hem te begeeren; niet in zich zelven te verhoogen, maar verhoogd te zijn in Christus, door een zoete bekendmaking van zijn eeuwige en stervende liefde aan en in onze zielen te gevoelen, Dit is de verhooging, die een verbroken en verslagen hart begeert; en hetwelk ook niemand anders noch begeeren, noch ontvangen kan, 111. Maar wij gaan voort om eenen anderen boom, waarvan de Heere spreekt, te beschouwen, en te onderzoeken, wat de Heere gezegd heeft aan dien boom te zullen doen. -,,Zoo zullen alle boomen des velds weten, dat Ik, de Heere, d e n hoogen boom vernederd heb, en den nederigen boom verheven heb, den groenen boom verdroogd, en den droogen boom bloeien de gemaakt heb, " Zoo hebben wij hier den ,,groenen boom." Nu, juist in den zelfden weg, als de hooge boom twee onderscheiden karakters beteekende -namelijk, den naamchristen, en een kind van God door de listen des satans ter zijde afgetrokken in hooggevoelendheid, -zoo schijnt ook de ,,groene boom" beide, en een bloot belijder 'van den Godsdienst en een kind van God, in de warmte van zijnen jeugdigenijver, voor te stellen. Dat door den ,,groenen boom" een naamchristen -een belijder van de levende Godzaligheid, die de kracht derzelve ver1Óochent -wordt afgebeeld, 3s klaar, wanneer wij het achtste hoofdstuk van het boek van Job lezen, waar Bildad van den huichelaar spreekt, zeggende : hij is sappig 1) voor de zon, en zijne scheuten gaan over zijn hof uit. Zijne wortelen worden bij den springader ingevlochten ; hij ziet eene steenachtige plaatse. Maar als God hem verslindt uit zijne plaats, zoo zal zij hem loochenen, zeggende: ik heb u niet gezien. Zie dat is de vreugde zijns weg; en uit het stof zullen andere voortspruiten." Daar vergelijkt hij, vs. 11 en 12, den huichelaar ook bij de bies en het rietgewas", dat in den modder en het slijk groeit, en groener is dan <enig ander kruid. Zoo hebben wij,naar het onfeilbaar Woord vanGod, de zekere verklaring, dat deze ,,groene boom" een hu ichelaar in den Godsdienst is, een bloot belijder van den waren Godsdienst, zonder denzelven kracht inwendig te gevoelen.
1) In de Engelsche overzetting staat: ,,hjj is groen voor de zon." Vert,.
'
,,Hij is ,,groen" dat is, hij vertoont op en rondom zich eene zekere soort van groenigheid. Het bidden gaat hem altijd vloeiend, vlot af - hij is een begaafd man. Hij is door en door kundig en ervaren in de leer, ja zelfs een meester in alle geschillen. Hij is zoo blakend en vurig in ijver, dat hij, ten allen tijde en in ieder gezelschap, den Godsdienst op den voorgrond stelt, en daarmede is hij dikwijls een p1aa.g voor Gods arm, beproefd en geoefend volk, omdat hij altijd bidden en spreken kan, en het schijnt, dat de Godsdienst hem ten allen tijde zwaar weegt en na aan het harte ligt, daar zij integendeel zich menigwerf zoo dor, zoo gevoelloos, zoo verhard, zoo doodig, zoo onvruchtbaar en koud gevoelen, als de plaats waarop zij zitten. De ) groene boom" is opgeblazen door eene groenigheid, die zijne vruchtbaarheid ontleent uit den modder en het slijk van de verdorvene natuur, en daarom is zij ook niets dan en louter natuurlijk werk, en bij gevolg - oMdat ,alles wat uit het geloof niet is, zonde ia" - niets dan zonde. Nu de Heere zegt: ,Ik zal den groenen boom verdroogen.>) Hebben wij het nie't dikwijls opgemerkt, dat de belijders van dengodsdienst, met een groote gave des gebeds te voorschijn traden, - of mogelijk bedienaars des Evangelies, die eene groote gave der prediking hadden, zoodat zij vele en groote vergaderingen tot zich trokken, en strijders voor Gods waarheid schenen te zijn, hoe zij, als kwam er eene verzenging over hen, zijn verdroogd? Ging niet hunne ,,zon op den middag onder?" Zijn zij niet ter zijde afgetrokken in openbare misslagen? Ja, zijn ons zelfs niet in deze hoofdstad (Londen) geene menschen bekeek, die eertijds opstonden als kampvechters voor de leer der waarheid, die in de ergste misslagen gevallen zijn, zoodat hunne snoode huichelarij openbaar werd? Alsdan heeft de Heere Zijn woord vervuld: ,,Ik heb den groenen boom droog gemaakt."
,,Maar eveneens stelt de ,,groene boom" velen van Gods kinderen voor, gelijk zij in de eerste dagen van hun geestelijk leven zijn. Welk eenen ijver, wat warmte, welk een drift schijnen wij in . onze zielen të hebben in den springtij des levens, daar de Hëere ons naar Zijn genadig welbehagen heeft willen bezoeken met zijne gezegende-getuigenissen onswaarts, en ons eenen voorsmaak van Zijn eeuwig welbehagen gegeven heeft! Doch het grootste gedeelte van dezen ijver was vleeschelijk, en de meeste vurigheid kwam voort uit de bloote werkingen der natuur; deze soort van heiligen ijver ontstond voor het grootste gedeelte uit eene verhitte opgewekte verbeelding ; het kwam alles niet uit God. Hoewel de ,,wortel der zaak in ons was," zoo was niettemin deze ijver, deze vurigheid, deze ernst, dat loopen hier en dat jagen daar, dat alles stormenderhand willen innemen en wegvoeren - al deze dingen waren wezenlijk niet uit God, maar het was het kleed van de natuur dat door de genade scheen gedragen te worden. De Heem zegt ook van dezen ,,groenen boom": ,,Ik zal hem verdrogen." Hij zal dezen groenen boom in eenen ataat van nooddruftigheid en onvruchtbaarheid brengen. En nu vraag ik u, of dit ook niet verdwenen 3 Waar ia onze jeugdige vurigheid? Is zij niet nitgebluscht? Waar zijn onze vurige gebeden en brandende begeerten 3 zijn zij niet uitgedoofd en tot asch bijna vergaan? Als dan is de ,groene boom verdroogd ;" en wij zijn door de bewerkingen van God in onze harten (gelijk wij veronderstellen) tot dien stand gebracht, die de Heere ons in de vierde plaats
Heer; den hoogen boom vernederd, en den nederigen boom verheven heb, den groenen boom verdroogd, en den drogen boom bloeiende gemaakt heb." O! welk een staat, als een droge boom voor God te staan! Om zich te gevoelen, als of er niet het minste geestelijk sap en Hemelsch vocht in ons ware; te gevoelen, dat al onze inwendige Godsdienst den naam van Godsdienst onwaardig is ; te gevoelen, als of wij geen wezenlijk werk des Heiligen Geestes in onze harten hadden, en dat er door God geene veranderende genade in onze harten ingestort ware ! 01 wat is het eene moeielijke bevinding, om in eenen staat van ,droogheid voor God en voor het volk van God te zijn; het gezelschap van Gods kinderen, eene droge ziel te hebben; droog te zijn voor Gods beloften, droog voor Zi@e onderwijzingen, droog voor elken zegen, die God aan Zijne uitverkorenen beloofd heeft, en ons even onbekwaam te gevoelen, om onze zielen te doen herleven, en aan onze harten gruenheid en vruchtbaarheid mede te deelen, als de droge eñ verzengde boom des wouds onvermogend is, om zich weder met groenheid te bekleeden, en bloemen en vruchten weder te geven! Hier staat nu de ,,groene boom" - of liever de boom, die eenmaal groen was - onder de boomen des velds; al zijne vruchten zijn afgevallen, zijne bloemen zijn verwelkt, zijne bladeren hebben opgehouden, en hij is gelijk de eik in den winter, met nog hier . . en daar eenige droge en doode bladeren omhangen, in plaats va9 met het groene en bloeiende lofwerk, waarmede hij voorheen bekleed- was, 0 ! hoe vreeselijk is het, als wij ioo als ,droge boomen" voor God staan, -welke angsten beknellen ons dikwijls het hart, bevreesd zijnde, dat wij met wortel en al zullen uitgerukt en in het eeuwige vuur geworpen worden ! O! onze Godsdienst verdroogd, en niets in onze harten te gevoelen, dat eenigszina naar Hemelsch vocht, sappigheid, bedauwing, vereeniging, of groenheid gelijkt ! - welk eenen toestand !
onze bevinding ia? Waar is onze blakende ijver? is zij niet te aanschouwen geeft, en dat is een ,,droge boom" te zijn. IV $400 zullen alle boomen des velds weten, dat Ik, de onze harten in de toenadering tot God, droog te bevinden, in
-.
En toch, de Heere heeft iets beloofd aan dezen boom' te zullen doen. Hij heeft gezegd: dat Ik, de HEERE ,, Alle boomen des velds zullen' weten, - den drogen boom bloeiende gemaakt heb." 0 vrienden ! wat hebben wij het met eenen wonderwerkenden God te doen! In welke verborgene paden beweegt Hij zich! Hoe verijdelt en stelt Hij telkens alle verwachtingen der natuur te leur! De natuur zou zeggen: Wat! ,,den groenen boom verdrogen, en den drogen boom bloeiende maken," neen ! maakt dat de ,,groene boom" steeds groener en bloeiender wordt, en ,de droge boom," wel nu, ,,houw hem uit !" en ,,werp hem in het vuur." Maar des Heeren gedachten zijn niet onze gedachten, en des Heeren wegen zijn niet onze iegen; want gelijk de hemelen hooger zijn dan de aarde, alzoo zijn des Heeren wegen hooger dan onze wegen en Zijne gedachten dan onze gedachten. ,,Houw hem uit !" - ,,Neen," zegt de Heers, Jk zal hem bloeiende maken." Daarenboven, des Heeren werk wordt zoo we4 geopenbaard en verheerlijkt in het verdrogen van den groen& boom, als in het bloëiend maken van den- drogen boom. Maar gij vraagt als van zelve, hoe maakt de Heere den drogen boom bloeiende? Door Z@e yruchtbaarmakende bedauwing aan hem mede te deelen, door Zijne God- . dalijke gunst en genade in het dorre en droge hart uit te storten, door eene getuigenis 'van Zijne gezegende en genadevolle lippen in de ziel te druipen, waardoor de ziel ,,als de wijnstok zal bloeien, en tieren gelijk het kruid der aarde," want waar de ,,plasregens van zegen'> Öp de woestijn zullen nedervallen, daar ,zullen de woestijn en de dorre plaatsen over vroolijk wezen, en de wildernis zich verheugen, en bloeien gelijk eene roos." Daar komen derhalve tijden, dat de Heere Zich verwaardigt, . Jen drogen boom te doen bloeien," dat is, de Heere geeftop Zijnen tijd eene getuigenis Zijner genade aan de ziel, ziet haar aan met eenen vrien.delijken blik, legt een gezegend bezoek bij haar af, past eene belofte aan haar toe, brengt een gedeelte van Zijn Heilig Woord met kracht in het harte, en hierdoor begint da droge boom wederom te bloeien, als in zijne vorige jeugd, vertoont wederom de groene bladeren zijner belijdenis, en belooft, door zijnen geurigen bloesem, rijpe vruchten des Goddelijken levens, in zijne gedragingen en omgang.
En hierop besluit de Heere met deze woorden : ,, Ik, de HEEBE, heb het gesproken, en zal het doed' Het is als of de HEERE zeide : ,,Ret- is van Mzj,e lippen gegaan, en daarom niet het woord van eenen sterveling, maar de betuiging des levenden Gods!" Ja nog meer dan dit : ,Ik zal het doen ;" - niet alleen heb Ik het gesproken, dat het zou kunnen geschieden, neen! het xal werkelijk plaats hebben ; - ,,Ik, de HIEEBE, heb het gesproken, en aal het doen."
,,En alle boomen des velds zullen het weten." Het zal voor de oogen van Gods zichtbare kerk openbaar worden gemaakt. 'En hoe 3 Deze wonderlijke stands- en gedaante-veranderingen zal in het openbaar voor hunne oogen geschieden, zij zullen zien, hoe kennelijk deze karakters zullen aangetoond worden, door de vrijmachtige werkingen en handelingen van God.
En nu heb ik eene vraag aan u, Wie zijt g$i ? Wanneer gij een boom des velds zQt, - wanneer gij een belijder van den godsdienst zijt, dan zijt gij een van deze boomen. Zijt gij een ,$ooge boo?n') - een hoog verhevene, hooggevoelende, een trotsche naam-christen 3 Leest uw lot, God heeft uwen toekomstigen staat beschreven, uw vonnis gereed, Hij heeft met eigen hand in Zijn Woord opgeteekend. ,,Gg zult vernederd worden." Gij kunt het niet verijdelen ; God heeft het gesproken, en wat God spreekt zal vervuld worden, Indien gij daarom geen genadein uw harte hebt, en een hooggevoelende, trotsche en verwaande naam-christen zijt ; hoor dan uit Gods mond, wat u te wachten staat : gij zult vernederd, tot de helle toe vernederd worden. Maar is er genade aan uw hart verheerlijkt geworden, en zijt gij door eene valsche en trotsche vrijmoedigheid van anderen of door uwe inwendige bedorvenheid, ter zijde afgetrokken ; zijt gij van de eenvoudigheid des Evangelies afgeweken ; waardoor uwe wezenlijke staat minder zichtbaar is geworden ; zijt a gij door uw vleeschelijk gemoed, opgeblazen geworden, en hebt gij u in dingen gedrongen, die gij niet gezien hebt P Hoor, wat de Heere aan u doen zal, hoor het uit Zijnen mond : Jk, heb . den hoogen boom vernede&." Hij zal u, door de drukking van Zijne machtige hand, ter neder brengen, Hij zal de hoogmoed uwes harten verbreken en u als een verloren en gansch bedorven ellendeling aan den voet,bank Zijner voeten brengen. Of zijt gij misschien ,,een groenen boom;" vol ijver, vol warmte en vol hitte, om eenen ieder als het ware maar met geweld zoeken te bekeeren, en zoo vervuld met d.en Godsdien.st, äls het maar imm,er denkbaar is 3 Hoor, wat de Heere zegt : ,,Ik zal u doen verdrogen." Wanneer uw ijver een natuurlijke ijver is, en al uw vurigheid alléén uit de werkingeB van uw eigen hart komt, zij zal .verdrogen"; - het zal weggevaagd worden, zij zal verzengen, verwelken en uitgebluscht worden, en gij zult .I zelf vroeger of later die Godsdienst voor u xelven opgeven, waarvan gij zulk een vurig belijder scheent te zijn, en daarmede tot de wereld, van waar gij kwaamt, terugkeeren. Wanneer
Daarom, gij allen, die uw oog laat gaan over de zichtbare kerk van Christus, gij allen, wiens oogen geopend zijn om personen te beschouwen, - wacht, blijft staan, en merkt op! en gij zult zien, hoe de Heere deze dingen op eene treffende wijze doen zal.
_.
gij intusschen een zijt,
die God heeft wedergeboren ten eeuwi-
.
811 dezelve niet uit den rechten ijver Gods komt, hoor dan, wat de Heere u doen zal. - Hij zal u verdrogen, Daar zullen er misschien wel onder ons zijn, die op deze plek zijn geweest. - Wij zagen op Gods beproefde, twijfelende en vreezende kinderen, en zeiden : ,, Wat toch mogen dit voor christenen zijn ; zij zijn niet zoo als ik ; zij zijn zoo doodig, en zoo vleeschelijk, en zoo levenloos, en zoo &vruchtbaar, en zij spreken zoo geduriglijk van hun Goddeloos, ellendig en diep bedorven harte, ik weet niets van dat alles ; - ik kan lezen, spreken, bidden, zingen, lief hebben ; ik weet niets van dat alles, Nu gij moet tot deze plek komen, als gij eene levende ziel zijt. De Heere heeft gezegd : ,den groenen boom heb Ikdroog gemaakt." Gij moet uwe geestelijke onvruchtbaarheid, armoede, nooddruftigheid, bankroetschap, onvermogen en nietigheid leeren kennen ; gij moet gewaar worden, dat zelfs de geringste sappigheid en vochten in u verdroogd zijn; en gij moet voor God staan zorider een greintje levende kracht, buiten de instorting van leven en gevoel in uwe harten van Boven, Of zijt gij een van de twee andere karakters in Gods kerk : ,,de nederige boom," en Je droge boom 3" Heeft de Heere u op eene gevoelige en kënnelij ke wijze onderwezen, wat wij van natuur zijn? Heeft Hij in waarheid uw hart vernederd, om aan Zijne voetbank te ligg e n ? - Zijt gij vernederd geworden, zoodaf gij de laagste c plaatsen wilt kiezen ; vernederd in de meeningen Över u zelfen ; in uwe gevoelens, in uwe gestalten, in uw6 ondervindingen, in uwe moedgevende gedachten, van wat uwe toekomstige siaat zal zijn 3 0 nederige 6Öora ! de Heere zal u verhoogen. Niderige boom. Hij heeft u vernederd opdat Hg u ter Zijner tijd zoude verhoogen. 0, nederige boom ! gij zijt vernederd,-opdat-gij door de zoete openbaringen van Christus liefde aan uwe ziele zoudt verheven worden. Gij benijdt thans den hoogopstijgenden ceder, gij slaat een wangunstigen blik op den zich trots& verheffenden eik ! maar waarlijk, gij behoeft ze niet te benijden, want de dag des Heeren der Heirscharen komt!, wanneer ,het vuur .al de- cederen van Libanon zal verteer&, en de eiken van Bazan zullen huilen" ; maar de hand des Heeren zal niet tegen den boom" - den kruipenden wijnstok, wiens . zwakke scheutjes ondersteuningen in het omhooi klimmen behoeven - wezen. Nederige boom ! de Heere zal u 0~ Zinen tijd, en op Z@e wijze zeugenrijk verhoogen. Of zijt & eenen ,, drogen boom" gelijk. 0, rampzalig gevoel ! - o ! ellendige staat der ziel, een droge boom voor God te zijn ; om geen geestelijk sap noch hemels vocht in zich te gevoelen, maar (als het ware) te staan als een verwelkt gedenkteeken van wat wij gen
leven, en nog veel
van deze jeugdige groenheid
in u hebt, em3 geweest zijn, -om als een verheven boom in wintergewaad, zonder iets waar men met welgevallen op kan nederzien, eeae plaats in het woud der boomen te bekleeden, en waarvan de voorbijganger wel vragen mag: ,,Is dit het handenwerk des Heeren 3" Wanneer gij nu (zoo geestelijkerwijze) een ,,droge boom" zijf, dan zult gij tijden ook wel droefheid over uwe droogheid gevoelen, dan zal uwe onvruchtbaarheid u ook wel een laat wezen ; uwe armoede zal u grieven, uwe ledigheid zal u kwellen, en het zal u eene plaag en gedurige smart zijn, dat gij zoo droog en onvruchtbaar zijt. Gij begeert dan anders te zijn; gij begeert groen, welig en bloeiende te zijn ; gij begeert bloemen en vruchten voort te brengen tot lof en prijs van God, Wel nu, de HEERE xal u doen Moeien; ja, Hij z a l maken, dat uwe beenderen zich verheugen, en dat gij, door Zijne sappen en bedauwing ; zult groenen gelijk het kruid der aarde, Gij zijt vereenigd met het Hoofd van alle invloeiing; gij zijt in den levenden Wijnstok ingeënt; gij hebt eene levende vereeniging met de Bron, waaruit alle sap en vocht tot groeikracht ontspringt, en uit Zijne volheid zal in uwe verdroogde ziel en onvruchtbaar harte leven vloeien, 0, droge boom! het is beter te zijn zoo als gij zijt, en u dikwijls gevoelt -zonder eene geestelijke gedachte, zonder eene geestelijke begeerte, en nochtans tot God somtijds zuchtende en kermende te zijn uit de armoede en nooddruftigheid van onze harten -het is beter zich als een droge boom Önder de boomen des velds te gevoelen, dan ons zelven te beroemen in eene valsche groenigheid, of ons zelven met valsche vruchten te sieren, en met nagemaakte en afgeleende bladeren ons voor de oogen van God en menschen op te schikken. Het is beter ons ,,ellendig, jammerlijk, arm, blind en naakt" te gevoelen, dan met de Laudiceesche gemeente -die dit alles was en het niet wist -van gedachten te zijn en te zeggen: ,rijk en verrijkt te wezen, en geens dings gebrek te hebben.
Beproeft dan hierbij uwen staat. Wanneer gij door het werk van God in uwe zielen vernederd z$t, het zal u in eene plaats van droefheid doen zijn. Indien gij, door dat God de eerste vochtigheid van uwe zielen liet opdrogen, dor en mat zijt geworden, het zal u eene smart en gedurige plaag zijn. Het is geene nederigheid, als niet anders dan de gestalten en bewoordingen van haar zijn aangegrepen, of enkelijk te spreken van een verslagen harte en een verbroken geest, neen, zij bestaat in een diep gevoel van baar in het binnenste te bezitten, Het is zoo moeielijk niet, om de termen der nederigheid van anderen aan te leeren, en hen met eenen koekkoek's zang het eene jaar uit en het andere jaar in na te zeggen : ,ik ben zoo doodig, en ik ben zoo vleeschelijk, en zoo koud," Waar dit zoo be-
.. | <urn:uuid:34a6572e-e436-483d-a7b5-5e41acfac75e> | HuggingFaceFW/finepdfs/tree/main/data/nld_Latn/train | finepdfs | nld_Latn | 82,591 |
Research Paper
Valérie Marcel (Editor)
Energy, Environment and Resources Department | July 2016
Guidelines for Good Governance in Emerging Oil and Gas Producers 2016
Contents
Summary
The Guidelines for Good Governance in Emerging Oil and Gas Producers 2016, compiled under the auspices of the New Petroleum Producers Discussion Group, review common challenges facing emerging producer countries in the phases of exploration, recent discoveries and early production. The following are the Guidelines' broad recommendations for addressing these challenges.
* International best practice may not be appropriate in the case of emerging producers in the oil and gas sector. Instead, the aim should be for more appropriate practice, taking account of the national context; more effective practice, in the interests of achieving rapid results; and better practice, allowing incremental improvements to governance.
* Government policy should be guided by a clear vision for the development of the country and a strategic view of how the petroleum sector will deliver that vision.
* In order to attract the most qualified oil company to a country with an unproven resource base, the host government can invest in geological data, strengthen its prequalification criteria and ensure transparency. It should also plan for success and anticipate the implications of hydrocarbon discoveries in its tax code, and be robust through declining oil and gas prices.
* Licensing is a key mechanism whereby government can reap early revenues and maximize long-term national benefits. Government must ensure that it simplifies both negotiations and tax structures to mitigate knowledge asymmetries with oil companies.
* Government and industry must engage and share information with affected communities to manage local expectations regarding the petroleum sector and build trust.
* In emerging producers, budgets for local content may be small and timelines for building capacity short. In this context, the focus should be on the potential for repeat use of any local capacity developed.
* Meaningful participation of national organizations in resource development is a central objective of many emerging producers. Capacity is needed to enable this, and the Guidelines examine where and how best to develop that capacity.
* Incremental improvements to the governance of the national petroleum sector will allow emerging producers to increase accountability. The focus in this regard should be on building up capacity in checks and balances as resources become proven.
Preface
Over the last few years significant new oil and natural gas reserves have been discovered in East and West Africa, as well as in the Eastern Mediterranean, the Caribbean and the Asia-Pacific region. These recent discoveries have very quickly added several new countries to the ranks of the world's oiland gas-producing nations, and these emerging oil and gas producers have shown a strong interest in receiving advice on governance. They are keen to avoid the mistakes that have led to accountability failures in other more established producers, and which have prevented some producers from reaping the full economic benefits of their resources.
While emerging oil and gas producers can learn from the experiences of leading national operators worldwide, capacity constraints often inhibit their ability to implement international best practice. New or emerging producers have limited experience of managing petroleum resources, and many must make petroleum policy decisions without a prior clear knowledge of the size of their resource base. Thus, instead of encouraging emerging producers to pursue best practice standards, it may be more helpful to advise them to aim for more appropriate practice, which acknowledges the realities of the national context, more effective practice, which seeks to bring about rapid results in a context of urgent need, or better practice, which aims at incremental improvement of governance processes through aspirational but achievable milestones. As capacity grows and greater revenues begin to flow, these producers will need to adjust their methods and institutions to promote evolving (and ever higher) standards of good governance.
The purpose of these Guidelines is to help emerging producers and the groups that advise them to think critically about the policy options that are available, and that would be most effective during the first stages of exploration and development, or during a restructuring of the country's oil and gas sector. 1 The goal is not to produce a complete guide to governance of the petroleum sector, but rather to offer guidance on making effective decisions about the structure and rules of the sector in an imperfect context. The Guidelines represent the consensus views developed among the officials from emerging producing countries who have participated in the New Petroleum Producers Discussion Group workshops held at Chatham House, in November 2012 and May 2014, in Tanzania, in July 2015, and in Kenya, in March 2016.
What should emerging producers do with these Guidelines?
Each government from an emerging producer country should conduct an open consultation (with concerned ministries and ideally also with representatives of the legislature and civil society), to decide priority objectives and establish the appropriate sequence of steps needed to achieve these.
Governments in producer countries must have a clear vision of their objectives in the petroleum sector. This will allow them to focus their energies and scarce resources on the country's top priorities.
1 Refer to Annex 2 for more holistic guides to good governance in the extractive sector.
A notable lesson that emerged from the workshop discussions was that early-stage producers should plan for success. Given that circumstances are likely to change, governments should devise an investment framework that can adapt.
Each stage of resource development from exploration to production brings a particular set of opportunities and challenges. The Guidelines serve as a checklist for assessing whether policies are adapted to the evolving national context. Some of the Guidelines' objectives relate to 'early issues' that need to be addressed at the time of exploration. Some of the objectives may not apply in each country, or at least certain specific situations may not necessitate immediate, dramatic change. These objectives can be flagged for later re-examination. Others may need to be put on hold until the country's capacity has grown, or industry interest has further developed. In such a scenario, governments should lay out a two- or three-year rolling action plan that allows for punctual reassessment of governance standards and capabilities.
They must also undertake an honest appraisal of the state's available resources and capacity. This supports the creation of realistic policies and offers a baseline against which capacity development can be measured.
Four key stages in resource development
Stage 4
Large or long-term
production
Stage 3
Early production
or small reserve
base
Stage 2
After discovery,
before production
Stage 1
Before commercial
discovery
Focus on objectives
The Guidelines are structured around the objectives listed below. Governments should understand the relative importance of each objective. Objective 1, which is concerned with the national vision, should underpin the other objectives.
Key objectives for the petroleum sector
Objective 1: Elaborate a strategic vision for the sector
Objective 2: Attract the most qualified investor for the long run
Objective 3: Maximize economic returns to the state through licensing
Objective 4: Earn and retain public trust and manage public expectations
Objective 5: Increase local content and benefits to the broader economy
Objective 6: Build capable national organizations to participate in and oversee the development
of the resources
Objective 7: Increase accountability
Objective 8: Safeguard the environment
For each objective, the Guidelines discuss specific challenges related to the national contexts that face many emerging producers. Producers involved in the project offer their 'lessons learned' throughout this document.
Objectives
Challenges related to the national context (resources, capacity)
Policy options and recommendations
Overview: Establishing Good Governance in Emerging Producers
Best practices that have been established in successful petroleum-producing countries undoubtedly represent the international 'gold standard' in the oil and gas sector. But while such practices may work well for successful, well-resourced producers, they can also be entirely inappropriate for emerging producers, which are often faced with significant development challenges. Indeed, many emerging producers have weak institutional capacity and limited knowledge of the petroleum sector, in addition to facing pressing socio-economic constraints. Thus, emerging producers should pursue policies that acknowledge the realities of their national contexts, that can bring about rapid results in a context of urgent need, and that allow for incremental improvements to their governance processes. As capacity grows and greater revenues begin to flow, emerging producers will need to adjust their methods and institutions to promote evolving – and ever higher – standards of good governance.
The Guidelines focus on eight key objectives for the petroleum sector in emerging producing countries. Specific, policy-oriented recommendations are included under each objective. Recommendations emerged from consensus views among the officials from emerging producer nations who participated in the discussion group meetings held at Chatham House, in November 2012 and May 2014, in Tanzania, in July 2015, 2 and in Kenya, in March 2016.
Objective 1: Elaborate a strategic vision for the sector
It is critically important for government policy to be guided by a clear vision for the development of the country and for the role of the petroleum sector therein. Governments should base this vision on an analysis of available resources and capacity, as well as opportunity costs and risks associated with the chosen development model. They should be strategic about choosing priority sectors. Governments should clarify the role of each institution in delivering that vision. Leadership, consistency of purpose and dedication to implementation are crucial to success.
The strategic vision for the sector should underpin the following objectives.
Objective 2: Attract the most qualified investor for the long run
Countries without proven reserves have the challenge of attracting competent companies to explore, develop and produce their subsurface resources. The challenges facing 'frontier' countries are exacerbated in a low-price environment. As fewer companies are able to take on exploration risk.
It makes sense for the governments of such countries to invest in collecting geological data before licensing so as better to understand the value of what they intend to license, and to reduce the risk for investing companies. Governments should also actively explore funding options for the acquisition
2 The third meeting of the New Petroleum Producers Discussion Group was hosted by the Tanzania Petroleum Development Corporation in Dar es Salaam.
of richer data about their own acreage. Better data reduces risk, which is particularly warranted in a low-price environment. A better understanding of the market and potential investors will enable emerging producers to target their marketing at appropriate companies. Consultations with reputable firms can improve the design and marketing of a licensing round, thus making it more attractive to investors.
It is critical that governments set out strong prequalification criteria to weed out any applicants who do not have the capacity to carry out the work programme. Disclosure of bidding criteria to the public will discourage corrupt bidders.
Governments should recognize that licensees are likely to comprise consortia of companies, and that individual companies are likely to trade their interests in a licence as it progresses from exploration to development and production. Rules to govern this trade of licences (or farming out) should take care not to discourage new investors by putting financial or regulatory burdens on the practice, while preserving state interests. The petroleum law should specify that government approval is necessary for any transfer of title, and should provide transparent and comprehensive criteria for the transfer. The tax code should provide for the treatment of any capital gains resulting from such transfers, and should be aligned with individual licence agreements.
Emerging producers that are operating in a context of low industry interest often struggle to issue licences through auctions. In this situation, government may have no alternative but to use a first-come-first-served licensing process. To achieve good results, producers must apply transparent selection criteria and ensure that agreements reached do not preclude future licensing through auction. They may also consider whether to delay new awards when market conditions are depressed.
Objective 3: Maximize economic returns to the state through licensing
Emerging producers should design fiscal terms that are aligned with the national vision and ensure clear fiscal priorities. They must also clearly articulate the fiscal terms that govern upstream petroleum activity. Emerging producers must also develop simple tax structures. Tax obligations should be defined in the tax code rather than in contractual agreements. This includes provisions for taxing capital gains earned by companies that sell or assign their rights or part of their rights before or during production. New producers seeking capital for exploration should focus on requiring viable work programmes in order to encourage drilling activity. To attract and retain investors, the use of progressive, flexible fiscal formulas and royalties that respond to changes in profitability is particularly recommended.
Emerging producers must strive to reduce the knowledge asymmetries they encounter in negotiations with foreign oil companies. For example, governments can engage consultants or technical advisers to evaluate the baseline conditions for the award of acreage. To simplify negotiations, emerging producers should move as many contract elements as possible into laws and regulations that apply across licences.
New circumstances, such as a major discovery being made, or a rise in commodity prices, may prompt many producers to seek to change the terms of their contracts with foreign companies. Similarly, low prices may prompt companies to ask governments for revisions of terms. Governments should respect existing contracts, and their first remedy when changes become needed should be to amend future licensing.
Yet the refusal to review terms can be destabilizing and unfair to some countries, and so renegotiation has sometimes been necessary.
To avoid this outcome, governments should ensure from the start that licence agreements and fiscal terms are flexible enough to provide for a fair distribution of rent under the foreseeable range of circumstances. This will help the country to maintain investor interest in the long term. Governments may also consider introducing renegotiation, periodic review clauses and adaptation clauses from the outset, which would allow renegotiation when specific triggers are activated.
Objective 4: Earn and retain public trust and manage public expectations
To avoid misunderstandings and overcome mistrust, governments and industry should engage meaningfully with communities, particularly those surrounding onshore fields. This involves real listening. Governments will need an engagement plan that clarifies the situation with respect to all stakeholders who will be consulted and in terms of how decisions will be taken. Oil companies will need to draw on specialized staff for community engagement and increase their communication with the public.
Trust is a key ingredient in community engagement. But it is lacking in post-conflict situations and where corruption has been endemic. Marginalized communities also may not trust the messages that are being conveyed about a project. To build trust, government representatives should travel to the concerned communities to meet with them. They should be mindful of possible misperceptions about interests and intentions. Governments and oil companies should help communities to access information about the project and to communicate frankly over its potential negative impacts and related mitigation measures.
Governments have a responsibility to communicate with communities at each stage of resource development. They should report on exploration activity as it occurs (seismic surveys, drilling plans, drilling results etc.). Both successes and failures should be reported. After a discovery has been announced, governments often struggle to moderate public expectations about the sector. This is a critical issue for many emerging producers. Thus, before any oil or gas discoveries are made, governments should begin thinking about how to inform the public and how to ensure that expectations of the benefits that will emerge from the sector are realistic. After new discoveries are announced, both the government and opposition should be realistic in their statements about the scale and speed of monetizing them. They should also manage public expectations regarding job creation and profit windfalls. Similarly, low oil prices can have significant impacts on projects and government revenues. Governments should communicate up-to-date information about these impacts. Emerging producers should, at a minimum, make use of the national oil company (NOC) or petroleum ministry website and other means of communication to educate citizens about the scale and nature of discoveries.
The distribution of wealth among producing and non-producing regions is salient for both emerging and established producers. There is no uniform or generally optimal mechanism for revenue distribution. Governments should be careful to manage expectations and communicate about revenue-sharing systems, in particular with regards to communities close to project sites. In deciding on any decentralization mechanisms, governments should have clear goals. They should also assess the capacity of sub-national governments to spend the revenues and the processes to hold them to account for that expenditure.
Objective 5: Increase local content and benefits to the broader economy
It is particularly important for developing economies to devise petroleum-sector policies that maximize national development. For this purpose, governments must have clear local content objectives, which are set within a broader national vision. For instance, they should strategically target which skills and supply chains to develop. Governments should identify the sector's expected needs and assess the potential of the resource base. Foreign oil companies can assist with providing data from their forward plans. Governments should assess national capabilities in order to identify strategic targets for national development. At the same time, governments should enact capacity-building plans to ensure that domestic producers are capable of supplying the skills, goods and services that the oil companies require. For maximum impact on the economy, these efforts should be strategic and grounded in a thorough understanding of the local context. Preference should be given to skills that can benefit other sectors of the economy. Governments should then adopt a simple monitoring and reporting system to ensure progress is made in achieving national development goals.
Abiding by local content rules is a challenge where domestic industrial or human capacity is low. Local content can be more expensive than content that is sourced outside a producer country when oil operators, service companies or engineering, procurement and construction (EPC) contractors are required to build the capacity of local hires or the local suppliers. In a context of geological uncertainty or low commodity prices it is a challenge to get foreign oil companies to invest in local content. Carefully designed local content policies that address the sector's needs and are adapted to national capabilities will be mutually beneficial. Governments should require foreign oil companies and the NOC to invest in developing local capacity in goods and services for which the petroleum sector has an immediate need, or preferably in those that have 'dual use' applications and can also be used in other sectors of the economy. Governments should collaborate with companies to develop training and hiring programmes to ensure that they are well integrated into the petroleum projects' life cycle and into the national local content strategy.
Objective 6: Build capable national organizations to participate in and oversee the development of the resources
Assigning appropriate roles and responsibilities for this important sector is a critical question for emerging producers. Without capacity, those institutions will be unable to carry out the role assigned to them. Foreign technical advisory services can be invaluable in helping emerging producers to establish appropriate rules and institutions to oversee the development of resources and build capacity to be successful. But some governments – especially post-discovery – receive too much unsolicited advice. This results in 'advice fatigue' and confusion. Governments and advisers need to move from supply-led advice to demand-led advice. Advisers should allow a government space and time to reflect on its national strategy and to formulate what its needs are, especially when circumstances change dramatically. To guide assistance effectively, a government should draft a 'Terms of Reference' document outlining requirements, and should speak with one voice. Advisers should listen to government needs, and ask which other organizations are providing (or have provided) assistance, with a view to avoiding duplication of efforts and contradictory advice. Both the users and providers of assistance should adapt their recommendations to the national capabilities and resources (as discussed in the Guidelines). Emerging producers can seek technical advice from and share experience with more established producers.
Governments of emerging producer countries that have urgent development needs often have limited funds to allocate to capacity-building. It is particularly important in these cases to speed up the capacity-building process to obtain capable oversight institutions. In cases where the resource base is uncertain and human and administrative capacity is limited, the government should concentrate capacity-building efforts in either the ministry of energy or the NOC, and should task one of these two organizations with regulatory responsibilities.
Effective taxation design and collection of tax revenues are critical functions. Thus, all governments should invest in building capacity at the revenue authority before discoveries are made. From the early days of exploration, governments should centralize geological data management. When discoveries are made, they should allocate more resources to building capacity in auditing and monitoring operations. If discoveries reveal that the country can count on a significant production lifespan, the government must invest in its administrative capabilities and boost its own knowledge of the petroleum sector. This will enable the government to improve the accountability of the sector. When discoveries are sufficiently large to justify the NOC developing an operational role, the NOC should transfer its regulatory responsibilities to government to avoid a conflict of interest.
If the NOC is given a licensing or regulatory role, it is critical that government defines the scope and limits of the NOC's state agency role. It should also clarify when the state will take back regulatory responsibilities. An NOC with a concessionaire role needs a more skilled workforce than an NOC that is simply a minority partner in licences. Government must approve an explicit financial model for the NOC that allows the NOC to build its capacity to take on the concessionaire or regulator role effectively. Government must invest in its audit capabilities and introduce strong reporting and accounting standards.
Successfully establishing a strong new independent regulatory agency in a context of low state capacity is challenging. In such cases, external technical assistance and strong political commitment are critical. To recruit and retain skilled staff, governments should make the pay structure at this agency more advantageous than that of the rest of the civil service.
In emerging oil hotspots, governments and NOCs have in recent years demonstrated much ambition with regard to the technical role of the NOC during the oil price boom. 3
Governments must understand what different NOC roles cost in their specific national context. The Guidelines clarify the expected range of these costs in emerging producers. Governments and NOCs should review the state of the resource base, assessing what financial and technical resources are available, and task the NOC with a role it has the capacity to execute and which the state can afford. Governments should wait to make significant investments in developing an NOC's operational capabilities until discoveries have been made that establish that a reserve has a lifespan of at least 15 years. Until this reserve base is established, governments should train nationals to raise general human and state administrative capacity, focus on skills-building within the ministry of petroleum, and provide the NOC with only a limited budget for building operational skills. When a significant reserve base warrants the development of operational capabilities, it is critical that governments approve an explicit financing model for the NOC and introduce strong accounting and reporting standards in order to improve the governance of the NOC.
3 These Guidelines offer no prescription about when it is appropriate to create an NOC, as in many countries this decision relates to national political aspirations more than to industrial need. Rather, the recommendations pertain to the role that an NOC should play in an emerging producer country.
Governments and NOCs should be strategic about building skills and target those that are needed to fulfil the mandate given. Until the NOC is able to generate revenues from production, the government should grant it a revenue stream that covers the operating costs expected to be necessary to fulfil its mandate. NOCs should only pursue a growth strategy under the direction of the government, and this strategy should be in line with available resources – both geological and financial.
Objective 7: Increase accountability
Various drivers can trigger the need to improve accountability processes in the petroleum sector. One of the most significant is the beginning of the production phase, which brings significant revenues. Reforms aimed at improving accountability are likely to be opposed if they upset entrenched interests. Indeed, it is important for governments to recognize that once an actor (specifically, the NOC or the ministry of energy) has assumed responsibility for some of these regulatory functions, it can be difficult to take them back.
Emerging producers do not necessarily need to set a 'final' institutional structure from day one. Emerging producers should follow a phased approach and make incremental changes, structuring their reforms as a continual evolution. To facilitate the forward planning for the next phase of petroleum-sector governance, a credible, legitimate group should be tasked with directing the pace and shape of incremental reform.
Producers at an early stage of development of their resource base should start by establishing one credible body to manage all aspects of the sector. Over time, they should introduce checks and balances, while building up capacity in other branches of government. Governments should immediately introduce key mechanisms for public accountability, including audits of agencies and state-owned companies and regular disclosure of information to the public.
Governments and oil companies should view corruption as a costly problem, one that grows only more costly with time. Professionalism and transparency can change incentive structures and serve as critical antidotes to corruption. External forces, such as civil society groups and international legislation, play an important role in driving change.
Objective 8: Safeguard the environment
Governments want to ensure that oil companies manage operational risk effectively and are accountable in the event of accidents or failure to perform. However, they lack the technical capacity to regulate operators and usually rely on them to self-regulate. In such circumstances, governments should adopt a 'goals-based' performance-focused regulatory regime, although risks will remain if the operators are not highly technically competent. In any case, governments must invest in their own technical capacity in order to understand the technical risks involved in operations. Pending the acquisition of a satisfactory level of technical competence, the Guidelines propose a number of means to fill that capacity gap and suggest some important provisions that should be included in regulations.
Objectives, Challenges and Policy Recommendations
Since its establishment in 2012, the New Producers Group has journeyed through a significantly evolving oil and gas market. The high oil price, which spurred exploration and the opening of new frontier acreage, increased producer ambitions. These are reflected in our Guidelines, notably in the selection of policy objectives. These plan for success, as one should, to avoid being taken off guard by developments and to reap the benefits that fortune brings.
The discussions held in Tanzania in 2015 also served a critical role in balancing ambition with a reminder that circumstances change, sometimes for the worse. The steep fall in global oil and gas prices from mid-2014 dampened the exploration boom in frontier areas and caused delays, too, resulting in the shelving of development projects in many areas. In this context, emerging producers are competing for scarce foreign oil company investment and new producers face much lower revenue projections. Regulatory and institutional flexibility is needed to be resilient in this new environment. Governments and NOCs must have a strong focus on activities that add value, to capture the maximum benefit from any investments made.
Some countries will also have to come to terms with the likelihood that projects that were expected to produce revenues or generate investment may not materialize in the near term. Furthermore, they will need to work to recalibrate citizen expectations and avoid risky populist measures that may have consequences for the long-term development of the sector.
Objective 1: Elaborate a Strategic Vision for the Sector
EARLY ISSUE
Our discussions have stressed the importance of having a clear vision for the development of a new producer country – one that clarifies the role that the petroleum sector should play in realizing that vision. The absence of a broad national vision can lead the petroleum industry to become an 'enclave' industry very early in the process, which increases the risk of Dutch disease.
Recommendations
* Governments must have clear objectives when it comes to national development.
* The country's vision for the petroleum sector should flow from these national development priorities. This vision ought to be reassessed in view of changes in the global and domestic markets and the evolution of the resource base.
* Governments should identify which parties are involved in achieving those objectives for national development and for the petroleum sector, and what each will do.
* Governments should choose priority sectors for local development strategically. This should be underpinned by a careful and honest analysis of existing capabilities, the resource base and the market, to measure expected demand from petroleum projects.
* Policies for the petroleum sector should be clearly tied to objectives in the national vision, with governments regularly monitoring and following up on implementation.
Challenge: Political leadership is lacking
Leadership is needed to drive a countrywide dialogue on the national vision and to coordinate its implementation.
'We have the necessary policies and regulations in place, but we have no leadership, no vision. Should we proceed to develop our sector without it?' asked Wissam Zahabi, chairman of the board of the Lebanese Petroleum Administration.
Recommendations
* In the absence of political direction and leadership, officials with technical knowledge of the sector, petroleum and non-petroleum professional associations and civil society can all take the initiative to raise these issues in the public arena and apply political pressure for key decisions to be made.
Politicians and government may become engaged in the debate and embark on a process of elaborating a long-term agenda for the petroleum sector and national development. However, grassroots initiatives and public debate are unlikely to bring about a long-term agenda where there are fundamental leadership limitations.
Challenge: Balance competing objectives
Countries must evaluate what resources are worth to their economies and how best to leverage them. There are trade-offs involved in pursuing any one vision for the petroleum sector. For instance, Trinidad and Tobago chose to make the petroleum sector a catalyst for industrial development. It sold its natural gas to domestic industry below international market prices to stimulate industrial activity. The identification of industrial activity as an area requiring a boost was a strategic choice made by that country, informed by its assessment of capabilities and demand as well as by its national vision. The outcome could be characterized as fossil fuel-driven economic development through which, over time, a range of sophisticated goods and services have been produced locally.
Emerging producer governments should consider whether their country's oil and/or gas are of sufficient scale and low cost to allow them to follow a 'value addition' model. For instance, in Trinidad and Tobago, the annual oil and gas resource flows (barrels of oil equivalent) per person in 2014 amounted to 239 barrels, while that figure stood at only three barrels in Ghana, over the same period, and is projected to be two barrels in Uganda. 4 Governments should also consider the costs involved in growing dependence on the sector, as this development model encourages the economy to rely on fossil fuels rather than broad-based economic growth, which can lead to a number of well-known negative impacts on the political economy. Cheap factor inputs also discourage energy efficiency and encourage consumption.
Countries planning to use natural gas resources for power and national industrial development will need to carefully consider pricing and business models that will provide the commercial incentive for companies to invest in infrastructure, and develop realistic assessments regarding demand and sequencing of infrastructure.
The alternative 'revenue maximization' model would involve a country focusing on maximizing export revenues and reinvesting them in priority sectors. Again, the key question is which sectors should the revenues support? The answer should be guided by the broader vision for the development of the country.
Emerging producers should consider the potential risks involved with pursuing the revenue maximization model too. These revolve around possible mismanagement of revenues generated, which reduces the development impact. Also, governments may not choose the right industrial champions to support and nurture, leading to economic inefficiencies.
Another way to frame the discussion around the national vision is around values. A national vision for the country and for the petroleum sector may be driven by the following values, for instance: setting higher standards of transparency, aiming to have a high performing and professional oil and gas industry, protecting the environment and natural resources, and an inclusive and fair redistribution of wealth. Colombia's reform of the petroleum sector, for example, was guided by
4 Keith Myers, presentation, Kenya National Seminar – New Petroleum Producers Discussion Group, 3 March 2016.
the principle of establishing itself as a country that managed its resources efficiently, transparently and to a high professional and technical standard.
As a Nigerian participant commented, the big framing questions have changed so that 'new producers have to think about what is going to drive them'.
Recommendations
* In elaborating a national vision, governments should undertake an honest appraisal of the country's petroleum resources, possible scenarios for production and export price over time – relative to population – and available resources and capacity.
* Governments and societies should reflect on the fundamental question of what kind of producer should we be? and which values will drive their development.
* Governments should complete a thorough analysis of the risks associated with different approaches and how these might impact the wider national vision for development.
This includes the question of how petroleum sector development and revenues can be channelled towards sustainable activities in the rest of the economy.
* Recognizing that it is likely not possible to achieve all goals at once, governments should prioritize their objectives.
A sequenced approach to the national vision may help to address these evolving priorities, as circumstances and capabilities change. In practice, too, the vision for the petroleum sector may be a hybrid of the models discussed above.
* Domestic energy use should be considered strategically at an early stage so that a country does not become locked into unsustainable consumption patterns.
Our discussions stressed that holding fuel prices below cost of supply through some form of subsidy, and ignoring the cost of impacts of use, is a risky policy. Blanket subsidies (those applied across the market) encourage the undervaluation of a resource in society and, thus, encourage excessive consumption (and greenhouse gas emissions), benefit the rich more than the poor, and can lead to increasing dependence on imports of refined products at international prices (entailing a rising subsidy burden for the state). It is also politically difficult to remove energy subsidies once introduced. At the discussion, preference was given to targeted subsidies or cash transfers to enable increasing energy access in poorer and geographically isolated communities. For example, where gas is being produced this might include LPG distribution schemes to displace wood as a cooking fuel and the use of upstream revenues to fund the capital cost of off-grid (potentially renewable) electrification programmes. Assessing the full costs of fuel and energy production (including water use and environmental consequences) and the impacts of use (externalities including public health costs) will help to choose the right regulation and energy pricing schemes over time.
Challenge: Focusing on implementation
While strategic-level plans are very important, there is no benefit if they are not implemented. Consistency of purpose and dedication of implementation are crucial to success and to an enduring long-term vision for the sector. This long-term vision helps foreign oil companies and investors commit to long-term investments – in particular, in the gas sector and LNG. But it is also what the national industry requires to ramp up skills and expand infrastructure to meet the needs of the sector and the broader economy.
Carefully elaborated national development plans have been derailed in the past by short-term political demands. Corruption can also be an obstacle to implementation. These problems can impede the steadfast dedication required to execute plans according to a national vision.
'How do we delink the long-term vision from the electoral cycle?' one participant asked.
Recommendations
* By tying the strategy for the development of the oil sector to a broader long-term economic plan or national vision, formed through cross-party consensus, governments can ensure the strategy is grounded in country-wide economic plans and increase the political currency attached to the vision.
* Governments can involve civil-society groups as a means of increasing accountability and sharpening the focus on long-term issues.
* Governments can create an institution to oversee the implementation of the national vision. Legislation can clarify how various government bodies should coordinate for delivery of the national vision. Legislation can also require periodic consultation, review and update of the national vision.
Objective 2: Attract the Most Qualified Investor for the Long Run
EARLY ISSUE
Challenge: Attracting well-established companies to 'frontier' areas
Many countries at the exploration stage or the early phases of development are considered to be 'frontier' oil and gas jurisdictions that present substantial risks for potential investors, for either geological or political reasons.
A country's level of attractiveness to investors will shift as its political situation evolves or as its oil and gas sector moves from early exploration to discovery, development, production and finally production decline. It is of course more challenging to attract the most qualified investors if a country is subject to sanctions, or if its oil and gas sector is in either very early or very late stages of development.
The challenges for 'frontier' countries have been exacerbated in the current low-price environment. Oil and gas companies worldwide are slashing budgets for exploration and development, and areas without a history of production are often the first to be cut. This reduces the options that governments have in choosing partners, and increases the calls by potential investors to provide generous terms to increase investment incentives.
Prospectivity and information about the geological basin are the most important drivers of exploration. A country with lower prospectivity is likely to attract small exploration companies, while a country with sizable and easily accessible reserves is more likely to win contracts with larger, more established companies. There are advantages and disadvantages to consider in both cases. Small oil companies may be nimble and more willing to take on exploration risk, but some are poorly capitalized and unable to finance promised work commitments or execute operations safely on their own. Those smaller exploration companies willing and able to carry out promised work commitments, and to do so to a high standard, are the backbone of the development of new resources in emerging producer countries. However, in a low-price environment, these junior companies are few and far between, as they struggle to find equity partners.
Governments also have to concern themselves with keeping out the 'bad' companies. As Charlie Scheiner, from the NGO La'o Hamutuk in Timor-Leste, points out:
It's not just well-established companies which should be attracted, but those with records of opacity, negligence, theft or other damaging activities which should be actively kept out. Unfortunately, small countries with weaker regulatory systems and less experience could be easy prey for more rapacious, less responsible corporate actors.
Recommendations
* Governments should consider investing in collecting geological data before licensing, to better understand the value of what they intend to license and to reduce the risk for investing companies. In a low-price environment the strategy of fleshing out and adding value to the data is particularly warranted as it decreases risk for the investor. 5
* The entity in charge of licensing should educate itself about the industry, its different types of companies, and specific companies, too, in order to better target data marketing.
* Governments should also actively explore funding options for the acquisition of richer data about their own acreage.
Investment in geological surveying can be supported through the budget, via joint ventures with specialist geoscience companies, or with external development aid funding.
* In designing a licensing round, governments can increase the attractiveness of their basin by consulting with inter-governmental organizations and reputable firms that oversee awards, for the design, marketing and evaluation of their bid round programme. Consultations with oil companies can also help to ensure that terms are adapted to the market environment.
Box 1: Liberia case study
Liberia illustrates the benefits of drawing on external expertise to improve the design and marketability of a bid round. An international auditing and consulting firm was hired, after a competitive process, to provide independent oversight and to ensure the process conformed to international industry standards in providing the following services to the National Oil Company of Liberia (NOCAL): (i) advice on the structuring of the bid round; (ii) assistance with the development of the fiscal model used to create competitive production sharing contract (PSC) fiscal terms; (iii) received, reviewed and made recommendations to NOCAL with respect to prequalification submissions from prospective bidders; (iv) received the bids, opened the bids in the presence of the elected geophysical company and NOCAL; (v) undertook evaluation of the quantitative and qualitative elements of the bids received, and made recommendations.
In addition to this firm, the International Monetary Fund (IMF) was asked to review the financial model and fiscal terms. International legal and commercial experts developed the bid invitation letter, pre-qualification submission forms and the PSC (with instructions to emphasize Liberian-citizen participation, local content and state benefits). A geophysical company assisted NOCAL with marketing and promotion of the bid round to prospective bidders, conducted the technical road shows and managed Liberia's seismic catalogue.
The inclusion of an accounting and advisory firm and the IMF in a petroleum sector bid round were new in Liberia. Companies participating in the bid round made bonus bids that were unprecedented for a frontier jurisdiction without a commercial discovery and in the midst of very challenging global oil market conditions.
* Government will benefit from publicizing the model PSC, prior to its final publication, with an invitation for stakeholder comments, concerns and recommendations (e.g. from oil companies, civil society groups).
Consensus based edits ensure the long-term resilience of the contract to changing market and political contexts.
5 The NOC Staatsolie, for example, invested in improving the quality of company data and making it available free of charge. This is remarkable given that data sales can make a significant contribution to the NOC operating cash flow.
* It is critical for government to establish strong prequalification criteria for investors. General terms for prequalification should be laid out in the petroleum law, with more detailed rules to be included in regulations. Prequalification terms should include criteria related to financial, technical and organizational capabilities.
The prequalification criteria can help weed out companies that do not have the capacity to carry out the work programme. Companies that are not publicly listed present significant risks and require greater due diligence efforts to ascertain that they are honest and capable.
A pre-qualification process that is transparent (publishing the criteria, candidates and winners) or is conducted by an independent entity is more likely to result in the more qualified bidder being selected.
* Several measures can discourage 'sitting on acreage', such as an aggressive relinquishment policy and shorter renewal periods for licences. That said, governments should offer some flexibility in a low-price period.
* Governments should set rules to govern the trade of licences (or farm out) that protect the state interests, without putting such financial or regulatory burdens on the practice that they discourage new investors.
Governments should recognize that individual companies are likely to trade their interests in a licence as it progresses from exploration to development and production. This is how junior companies work, in particular, as they tend to be designed to carry out exploration and not development.
* The government should establish provisions on capital gains taxation, to discourage 'flipping' and to benefit if one company transfers its interests to another at a premium. However, this tax should be adapted to the market environment, as a (higher level of) tax on capital gains will be a disincentive for junior companies and explorers.
* To prevent junior companies from farming out their stake (or part of their stake) to under-qualified companies, the government should specify in the petroleum law that its approval is required for any direct or indirect transfer of title. It should set out transparent and comprehensive criteria for the transfer. As a result, the incoming company would be made to meet the same (or stricter) conditions for the issuance of a licence/right as those to which the existing holder is subject.
* Government should disclose bidding information to the public to discourage corrupt bidders and ensure that successful bidders are selected according to clear criteria.
Government may also require beneficial ownership disclosure, as that is one way to discourage underqualified companies relying on political connections to win licences.
EARLY ISSUE
Challenge: 'Frontier' areas are not always attractive enough to hold investor interest at an auction
Auctions and open bidding rounds tend to generate the best terms for the government, because this type of sale forces bidders to compete to set the market value of the acreage. They also reduce knowledge asymmetry problems between the state and the investor, compared with direct negotiation, which requires greater knowledge and expertise on the part of the government. However, auctions work well only in a context of high investor interest.
Recommendations
* Rely on transparent, open bidding rounds, provided that investor interest is strong enough to create real competition.
* A first-come-first-served licensing process may be more appropriate for countries with low exploration interest; this allows them to avoid an open bid that fails to generate strong competition.
* Whether government chooses to use bidding rounds or first-come-first-served licensing, transparent selection criteria should apply.
* For governments unfamiliar with the petroleum sector, it is vital to engage the necessary expertise – whether it is a private firm, a non-governmental organization or an international governmental organization – to balance the knowledge equation during negotiations.
* Under depressed market conditions, countries with frontier acreage should consider whether to delay new awards.
When market conditions are unfavourable to investment, few companies are interested and the government would need to make bigger concessions in order to obtain contracts. Even then the reality is that companies probably would not invest significantly. This creates the risk that a government locks itself into an agreement with a partner that is sub-optimal.
* Governments should shift to auctions at the appropriate moment. Officials should analyse the market carefully so that they know when there is enough investor interest to make competitive bidding possible.
Government may consider the open-file system, which is a cross between auctioning and firstcome-first-served: a 90-day window is used by the government to invite bids to compete for an application that has just been made by a company.
Objective 3: Maximize Economic Returns to the State Through Licensing
EARLY ISSUE
Challenge: Designing appropriate tax structures
Trying to reconcile government and investor interests is a delicate balancing act, especially as commodity prices fluctuate. A government is eager to capture possible windfall profits and to reap the social and economic benefits of projects, while companies worry about avoiding cost overruns and blowouts, as well as pleasing shareholders who expect reasonable returns on their investment.
In designing the fiscal terms of licensing agreements, government must choose whether to prioritize up-front payments or longer-term cash flows. They must also strike a balance between direct tax revenues and indirect economic benefits, which can be generated via local content requirements.
In the current low-price environment, many new producers face demands from current and prospective investors to ease the fiscal burden, to provide an incentive to invest. The governments of these new producers are in the challenging position of having to assess these demands and remain attractive for investors without making unnecessary fiscal concessions that will substantially impair long-term revenue prospects.
Recommendations
* Governments should ensure that the fiscal terms are aligned with the national vision and the role the petroleum sector will play in this vision (refer to Objective 1). They should be clear about fiscal priorities, such as generating short- or long-term cash flows and direct tax revenues or indirect economic benefits.
* Governments should clearly articulate the fiscal terms governing upstream petroleum activity. These should be as simple as possible, as complex tax structures can be more difficult to administer.
* Governments should ensure the tax code and the petroleum law are in harmony.
* Before licensing, governments should make provisions for the fair taxing of net gains from the transfer or assignment of petroleum rights. 6
* New producers seeking capital for exploration should focus on requiring sound work programmes rather than high signature bonuses (a onetime fee for securing a licence). If both can be achieved, all the better.
6 The Columbia Center on Sustainable Investment has developed a brief that reviews options: 'Capturing the benefits of a transfer of mineral rights – scenarios to capture by contract/legislation/regulation and issues to consider', http://ccsi.columbia.edu/files/2013/11/CGT__note_-_May_18.pdf.
This is an important policy decision for government. New producers typically want to encourage drilling of wells to acquire strong data on their geological resources. The risk of no discoveries in the frontier regimes could cause a state to seek signature bonuses but this would come at the expense of enriching the quality of geological data, as a result of drilling programmes potentially foregone. It is therefore suitable for new producers to attach more importance to work programmes than signature bonuses in the evaluation of bids or licence applications. However, fiscal regimes can be designed to cater for both work programmes and bonus payments without necessarily sacrificing additional drilling commitments.
* To attract and retain investors, government should adopt progressive fiscal systems, which respond to price or cost-driven changes in profitability, and flexible licensing systems to accommodate alterations to investor work commitments during price slumps.
This approach is recommended for most petroleum producers, but it bears particular relevance for new producers. Including flexible fiscal elements makes such countries more attractive to the more risk-averse investors, since the higher rates are triggered only if a project becomes very profitable. At the same time, such policies can allow the government to capture a substantial share of any eventual windfalls. For the same reason, this approach can confer important benefits on a country in times of low prices.
* Cost recovery terms also play a significant role in attracting foreign investment. Governments should align the fiscal regime to take account of different cost profiles, for example, as a result of water depths.
* Governments should include royalties in the legislation as well as their contracts. The royalty represents the most assured source of fiscal receipts for the resource owner.
Royalties are also an appropriate fiscal tool for new producers because they bring revenues from the first day of production. This helps to reassure the population about the benefits of resource development (see Objective 4).
In a production-sharing contract, a royalty can operate alongside a progressive profit-oil split, as a way to provide some assurances of early revenue (cost-oil limits within production-sharing can play a similar economic role). Royalties can vary depending on different kinds of fields of projects, requiring for example lower royalties for frontier acreage and higher cost gas fields.
EARLY ISSUE
Challenge: Dealing with knowledge and information asymmetries in negotiations with foreign oil companies
In some cases, government negotiators have insufficient knowledge of the costs and technical requirements of the oil and gas sector. This makes it difficult for them to achieve optimal terms in their negotiations with foreign companies. Marny Daal-Vogelland, from the Surinamese NOC, Staatsolie, noted that in the absence of capacity or experience in licensing design, it was important to rely on external help:
There is no shame in saying I don't know how to do this. Can you help me?
Recommendations
* When in direct negotiations, government should work with consultants or technical advisers to evaluate the baseline conditions for the award of acreage; such external advisers should also support the state in the negotiations. Government should ensure that it has access to adequate financial modelling, which is a key negotiating tool.
* Significant external capacity is available, some of it at little or no cost, to producers. Governments should ensure such external support is tailored to the national context in order to avoid 'cookie cutter' solutions.
* Governments can benefit from the use of model production-sharing contracts with minimal biddable items.
* Governments should move as many fiscal elements as possible into standardized laws and regulations that apply across licences. Although this can reduce flexibility, it simplifies administrative functions and minimizes the number of fiscal matters that need to be negotiated with each company. It also has the benefit of transparency and security for foreign investors. Governments should avoid defining such terms in individual contracts, with the exception of fiscal elements that are negotiable. (For example, the profitability thresholds for the imposition of additional profit taxes could be negotiable, while the corresponding tax rates for such thresholds could be fixed.)
* Governments should include capacity-building requirements in licensing agreements.
* Governments should consider making contracts transparent.
Contract transparency can help reduce knowledge asymmetries between governments and companies. By allowing governments to see what has been agreed in other countries, transparency serves to level the negotiating playing field. Contract transparency can also deter disreputable companies. Today, over 900 oil, gas and mining contracts are publically available to view. 7
AFTER DISCOVERIES
Challenge: Fairness in changing investment terms
New geological information can increase a country's attractiveness to investors. New discoveries in-country or even nearby can lead to a surge of exploration interest from oil companies. These new data may prompt governments to seek to revise the terms of investment to their advantage. Similarly, companies sometimes come to governments to ask for a revision of terms to reduce the taxation or operational obligations they face during periods of economic difficulty. This is happening today in many countries.
However, as Flavio Rodrigues, government relations and regulatory affairs director for Shell Brazil, points out, it is good practice to modify the terms of future licensing rounds rather than changing the terms of existing agreements.
7 Refer to: www.resourcecontracts.org.
Unilateral change of conditions and contract terms drives business away. Industry recognizes that a good fiscal system is progressive in nature, able to accommodate different production levels, reserve sizes or oil prices.
Nevertheless, over the course of 25–30 years circumstances may change beyond the scope of pre-existing contracts and broader legislation, and governments may want to amend the investment terms, just as companies do. Against the backdrop of a high oil price in May 2014, our group debated the legitimacy of renegotiating an existing agreement. A near consensus emerged that renegotiation was sometimes necessary in order to maintain a long-term partnership between oil companies and governments because the refusal to review terms could be destabilizing and unfair to some countries. It is also in the long-term interest of companies engaged in the country to ensure that the deal is viable.
Discussions focused on one avenue for renegotiation, which is to include periodic review, renegotiation, economic balancing and adaptation clauses in contracts from the outset, allowing renegotiation when specific triggers are activated. Such clauses can add significantly to perception of investment risk for companies and require careful design. But they have proven to be more efficient and fair mechanisms in comparison with classic freezing or stabilization clauses. 8
In case an oil company has not met its obligations under the applicable deal (or the laws/regulations) then the country may be within its rights to terminate the contract.
Recommendations
* Government should design progressive fiscal terms at the outset, in order to capture maximum windfalls as the geological and price contexts evolve. It should request external support where necessary to achieve this effectively. 9
* Government should be wary of the risks associated with pressing for renegotiation of contracts. If changes are necessary (e.g. to reflect a more attractive geology or as a result of changes in other legislation), the first remedy should be to modify the terms of future contracts.
* When designing contracts with a renegotiation or periodic review clause – which would allow renegotiation when specific triggers are activated – governments should ensure that:
* The clause is phrased in very clear language.
* It specifies which terms are subject to renegotiation (local content, fiscal, environmental, financial terms).
* It specifies what triggers would lead to renegotiation (political, cost, commodity price, and legal or tax changes).
8 For the sake of simplicity we may use the term 'stabilization clause' when referring to 'freezing clauses', and 'periodic review clause' when referring to adaptation and economic balance (or rebalancing or renegotiation) clauses. Stabilization clauses are aimed at protecting the private investor by restricting the power of the state to amend the contract regulations and/or the laws that are applicable to petroleum operations. Periodic review clauses allow the government to change those laws, but require the investor to be compensated if the equilibrium changes. It may offer both parties protection against the hardship caused to either of them by a change of original circumstances. The clause will aim to maintain the economic equilibrium of the contract during its lifetime. For further reading on this, see http://ccsi.columbia.edu/files/2014/08/Periodicreview-in-natural-resource-contracts-Briefing-Note-FINAL-8.11.pdf.
9 The following groups can support governments in contract negotiations: the World Bank's EI-TAF; the African Development Bank's African Legal Support Facility; the International Senior Lawyers Project; and the Commonwealth Secretariat's Ocean Governance and Natural Resources Management Section.
* It specifies clearly what is the baseline of the renegotiation/rebalance ex ante.
* It specifies the process of the renegotiation/rebalance ex ante.
FUTURE WORKSHOP
Questions for further discussion
* What threshold (e.g. economic unfairness or inappropriate environmental provisions) needs to be met to justify renegotiation?
* What good practice mechanisms can governments follow for renegotiation of existing contracts? Which should be avoided? How can governments manage renegotiation to minimize conflict and arrive at a win-win outcome?
The following recommendations will be considered:
* Before opting to encourage (or compel) companies to come to the table to renegotiate an existing contract, a government should:
* Carefully analyse the prospective economic gains from renegotiation, in line with current and anticipated market conditions.
* Analyse the trade-offs or risks involved in an aggressive attempt to renegotiate.
* Communicate carefully and clearly with companies currently present in-country, prospective new investors, and citizens about the goals and possible mechanisms of a renegotiation process. Listen to their views, and take them into account when finalizing a strategy.
* Negotiate first. Wherever possible, government efforts to revise contracts should be approached via a process of mutual negotiation to arrive at a new deal that works for both parties, rather than by unilateral action on the part of the state, which can significantly damage the perceptions of the business community.
An emerging producer expressed relief:
Renegotiation has been such a taboo topic. It's good to have a forum where we can actually discuss this… and in which there is enough trust between us to tackle this.
Objective 4: Earn and Retain Public Trust and Manage Public Expectations
EARLY ISSUE
Challenge: Arriving at meaningful community engagement
The need for community engagement varies with the types of projects. Onshore exploration is substantially different from offshore exploration, in terms of visibility and impact on the lives of neighbouring communities. For onshore fields, development and production impacts are also different from those of the exploration phase. Communities surrounding the fields commonly expect jobs and economic opportunities, though they may also question the need for development and want to preserve their way of life. Communities and subnational governments will often be concerned with the institutional arrangements for distributing revenues.
In consultations with communities surrounding onshore projects, misunderstandings are common between them and government or industry. Some governments and oil companies view one-way communication (informing the communities/public) as engagement. But communities and the public may expect more. When communities don't see their views reflected in documents and final decisions after consultations, they feel that they were not really consulted. For some, not having a veto on projects means they are not really involved in decision-making about the sector. While it will never be possible for government decisions to meet the desires of all interest groups, governments do need to engage meaningfully with these stakeholders and mediate between competing interests of communities surrounding the project site.
Recommendations
* Government should have a clear sense of what role the petroleum sector will play in supporting the implementation of the national vision, when engaging in consultations with communities (see Objective 1). Government will need to align both local and national concerns.
* Government needs a strategy for community engagement, clarifying which stakeholders will be heard, how their views will be taken into account, and how competing interests will be balanced.
* Government should communicate its community engagement plan to all stakeholders. Government should aim to begin communicating before exploration begins and continue to communicate regularly. This will help to manage public expectations.
* Government and industry should avoid symbolic engagement and façade consultations. Community engagement should be about really listening, to understand the core values of communities and how these shape their interests.
* Once open dialogue is established between government and communities concerning oil activities, it should be maintained.
Jackie Khoury, former strategic and technical director on the board of NOCAL, current adviser to the board, explained:
Liberia had well over 150 public engagements prior to creating its petroleum policy and law but stopped engaging and informing the public shortly after – the abrupt halt in basic communication created an atmosphere of suspicion and fostered gossip mongering.
* Government and oil companies can draw on trusted messengers to support their engagement efforts and communication strategy – e.g. community leaders and cultural or religious leaders, civil society groups, as well as academics, advisers, and members of professional associations who can provide information.
* Oil companies should employ specialized staff for community engagement.
* Oil companies need to increase their communication with the public to explain the role that the industry is playing in the country. Policy-makers can support this process by mediating between citizen and industry perspectives.
* Enhanced communication should not be seen as a substitute for the actual delivery of windfalls or other sector-related benefits.
Bashir Hangi, former communication officer for Uganda's Ministry of Energy, warned another participant from a country with good hopes of commercial discoveries:
Don't wait. Before discoveries you need a clear, proactive plan about how to engage. Send an advance team to the ground before the seismic studies are carried out, to explain to the communities who these people are and exactly what they will be doing.
FUTURE WORKSHOP
Questions for further discussion
* Higher standards of community engagement would have the industry moving on from the minimum level of participation, which entails informing the public/communities (one-way communication), and beyond community consultations to a higher standard requiring free, prior and informed consent (FPIC). FPIC is the principle that indigenous peoples and local communities must be adequately informed about projects that affect their lands in a timely manner, free of coercion and manipulation, and should be given the opportunity to approve or reject a project prior to the commencement of all activities.
FPIC is emerging more broadly as a principle of best practice for sustainable development and a risk management tool, used to reduce social conflict as well as increase the legitimacy of the project in the eyes of all stakeholders and rights holders. 10
* What are the benefits and challenges of higher standards of community consultation? Which communities would need to give FPIC? Is this applicable only to onshore projects?
10 Oxfam Community Consent Index 2015.
Challenge: Overcoming lack of trust
Trust is a key ingredient in community engagement. But it is lacking in post-conflict situations and where corruption has been endemic. Communities with low education levels, and that are economically and politically marginalized, or geographically isolated, also may not trust the messages that are being conveyed.
Ernest Rubondo, director of the Uganda Petroleum Directorate, made the following comment:
It is a difficult task to meet someone who doesn't trust you. But you can't escape this responsibility. And besides, it will improve, and trust will be built as you meet.
Recommendations
* Government should travel to the concerned communities, to meet in person.
Speaking exclusively to interest groups from the capital deprives the government of opportunities to understand the interests and values of the community, and also to identify and mitigate misunderstandings about the project.
As one participant from a country with recent discoveries explained:
We issued press releases from the capital. Meanwhile there was local gossip. People read into our decisions, seeing special interests. We should have been on the ground, managing that message.
* Government and industry should be mindful of the tone of their conversations with communities. They should be aware of potential (mis)perceptions by communities about their interests and intentions with respect to the project and to the future of the community.
* Government and oil companies should understand community dynamics so that they can work well with communities.
* Government should help communities to access information about the project.
Information that should consistently be disclosed includes details on revenues generated by the project and key steps in the project implementation timeline.
* Governments and oil companies should deal with communities in a fair and sincere manner. They should communicate to them not only the project's benefits, but also its potential negative impacts and the mitigation measures put in place to guard against them.
* Governments should also increase the public disclosure of information related to the licensing and tendering processes. Similarly, they should publish the criteria for assessing bids and hold open bidding rounds for both exploration licensing and tendering. 11
The issue of contract transparency is not clear-cut in our group. Some have suggested that certain contract details should be shielded from public view, as this can keep early-stage producers from being penalized in future negotiations with large oil companies, since the latter would have acquired full knowledge of the previous commercial terms (which may have been negotiated at a time of either low capacity or low prospectivity). Conversely, others have argued that contract disclosure particularly benefits new producers because making the terms publicly available can increase domestic public
11 As discussed under Objective 2, a country with low exploration interest may need to follow the open door policy and engage in direct negotiations as companies present themselves. Open bids for tendering are preferable in both situations.
support for a project. Over time, increased transparency greatly reduces the information asymmetries that cripple low-capacity countries in their negotiations with major foreign corporations.
AFTER DISCOVERIES
Challenge: Moderating public expectations about the sector after discoveries are made
Moderating public expectations is a critical issue. Our discussions pointed to the damage done when politicians deliver inflated messages about the transformational potential of the industry. As one participant noted:
People wonder: Where is the impact? Where are the results?
Promising transformational impacts in the short or medium term that cannot possibly be delivered creates public mistrust of government policies for the sector, and of the industry more broadly.
Recommendations
* Government should seek to manage expectations before and after discoveries are made.
* Where significant discoveries have been made, both government and opposition parties need to be realistic in statements about the scale and speed of monetizing the new discoveries. Politicians should coordinate their message with civil servants (and industry), who can ground it in technical assessments of the resource base. They must also manage the public's expectations regarding job creation and profit windfalls. Leaders should not tell citizens that natural resources will transform their communities or their economies when significant uncertainty remains. Such promises may deliver fleeting political benefits but often exacerbate long-term distrust.
* Government and politicians should ground communication about discoveries in the strategic national vision for the role of the petroleum sector (see Objective 1), to clarify what role the new petroleum sector will have in broader development plans.
* Government should use the NOC or ministry of energy website to communicate with citizens about the scale and nature of discoveries, as well as the timeframe for production. They should also provide details of dry wells, to help moderate expectations.
Low oil prices can significantly affect the pace of investment in discoveries or can even lead to shelving of projects. Government and NOC budgets are impacted, too, as a result of reduced upstream payments, and spending on capacity-building and social projects will be reduced.
* In a low-price environment, it is important that the government communicates up-to-date information and assumptions about project development and potential revenue generation.
* Changes to IOC and NOC plans and government expenditure such as those described above must be explained to the public. An emerging producer participant suggested that taking a proactive approach to managing expectations was important: 'Don't wait for people to ask what happened.'
* Government and oil companies should educate citizens about project cycles – for example, the difference between an oil or gas discovery and a commercially proven discovery, the steps that must be taken before production can begin, and the types of skills required at various stages of the project.
* Government should use various other means of communication to target populations that do not have access to the internet. This can take the form of mainstream media, radio talk shows, town hall meetings, road shows etc. Government should encourage oil companies investing in the country to participate in these communication efforts and to share their knowledge about the resource.
AFTER DISCOVERIES
Challenge: Fair distribution of wealth to producing and non-producing regions
The question of how revenues and other economic benefits from petroleum are distributed between central and subnational governments, and between producing and non-producing regions, is salient in both emerging and established producer countries. At stake are issues of fairness, a sense of ownership and compensation for local negative impacts from the development of the resource. In many new producers, people who live near the location of an oil or gas project make a claim to some kind of direct authority over the management of the project or the revenues that flow from it. These claims can derive from many different sources:
* Traditional systems or beliefs about rights to land or ancestral heritage.
* A belief that local governments are more accountable to communities than national governments, and therefore more likely to make effective and responsible decisions about how to spend natural resource revenues. This perspective is particularly common in communities that were underserved by national-government provided services before the onset of petroleum activities.
* The reality that the risks associated with petroleum activities – including environmental damage, disruption of existing economic livelihoods, migration and other social impacts – are disproportionately borne by those living close to the project site.
* Political opportunism that can be used to stir up passions in the service of narrow personal or interest-group agendas.
Addressing these claims has both a policy and a political dimension for governments in new producer countries. Addressing the policy dimension requires analysing how any decentralization of responsibilities and revenues is likely to impact the quality of service provision and the access that citizens – both inside and outside of producing communities – have to economic benefits deriving from the industry. Addressing the political dimension requires managing expectations, negotiating among competing interests and being transparent about rules and the flows of revenues.
Different new producer countries have made various choices about redistribution of revenue streams to subnational governments or other stakeholders. International experience makes it clear that there is no uniform approach for all new producers to follow. Some countries eschew any special mechanism altogether, leaving all revenue collection and spending responsibilities in the hands of the central government. Others have given subnational governments the responsibility to collect some revenue streams themselves – typically these are relatively small streams such as property taxes, though a few countries allow subnational governments to collect income taxes or royalties. Others centralize revenue collection in the national government, but manage some system whereby a portion of petroleum revenues is transferred back to subnational governments.
In some countries, the factors on the ground make a decentralized system economically optimal or politically necessary. But it is important to note that simply instituting a revenue-sharing system is no guarantee of effective or accountable management of natural resources. Notably, some countries that have implemented revenue sharing in order to mitigate conflict have seen the system become a flash point for additional clashes. In many cases, devolution of expenditure responsibilities to local governments has made public financial management worse, via white elephant projects, localized corruption, or local wage inflation and disruption of other sectors.
Recommendations
* Government should give careful attention to the management of public expectations – especially within communities close to project sites. Early and regular communication with a diverse range of stakeholders within these communities is key. This should cover the functioning of revenuesharing systems, what levels of revenue are possible, and risks surrounding whether and when expected revenues will actually materialize.
* In making decisions on possible decentralization mechanisms, government should clearly identify the goals that a system should promote and be able to prioritize conflicting goals. There are several different rationales that can justify a decision to decentralize responsibility or revenues – including compensation for environmental damage, mitigation of the risk of conflict or promotion of equal development across all the regions of a country.
* Government should assess the capacity for expenditure of each region or level of government when making decisions about how much revenue to allocate to them. It has been shown that countries that have allocated revenue flows to subnational governments in excess of their actual expenditure responsibilities have increased the chances that these revenues will be spent on projects that provide little economic benefit, or on political patronage. On the other hand, where a subnational government is not accorded sufficient revenues to carry out ambitious
public expenditure responsibilities, service delivery will suffer and social dissatisfaction will rise.
* National and subnational governments should ensure accountability mechanisms are in place at all levels of government.
In many countries local governments are just as prone to corruption and mismanagement as central governments. As such, the same kinds of mechanisms to link public expenditure to the public good are necessary (e.g. transparency of revenue flows, citizen input into public expenditure decisions, monitoring of implementation of spending).
Extra-governmental redistribution mechanisms
Other tools to address the needs and concerns of citizens and interest groups in close proximity with project sites, include promotion of local content (see Objective 5), the promotion of community development agreements directly between extractive companies and communities and, in a few cases, cash transfers directly to citizens or communities.
Objective 5: Increase Local Content and Benefits to the Broader Economy
Challenge: Designing high-impact local content policies
We must change the conversation from asking the investor to do it for me, to give me the capacity to do it myself. Rather than build me a road, show me how to build a road. In so doing, however, we must be strategic in selecting those 'roads' that we want to build.
Tony Paul, chairman of the Permanent Local Content Committee, Trinidad and Tobago.
It is a challenge to develop a macroeconomic policy that maximizes linkages between the capitalintensive, high-tech petroleum sector and other sectors of the economy. The difficulty is greater for emerging producers because – given the newness of the national petroleum sector – the government and local industry will not have had time to prepare education programmes, vocational training and small-medium enterprise development programmes directed at the needs of the petroleum sector. They will also not have the same scale of petroleum sector activity as established producers, one that creates a higher level of demand for skills, goods and services, which could over time be produced domestically.
In addition, against a backdrop of low oil prices, foreign oil companies are focused on cost reductions and will thus be reticent to make significant commitments to local content development. It is particularly important in such situations to make all investments count.
Recommendations 12
* Governments should develop local content objectives that are consistent with the national vision (refer to Objective 1). This vision will determine priority sectors for development. They should also identify which parties are involved in achieving those objectives (government, oil companies, service companies and EPC contractors) and what each will do.
* Governments should identify the sector's expected needs, beginning with a careful analysis of the resource base (e.g. stage of development – whether at the exploration, development or production phase – and the number and location of discoveries).
* Governments should enlist foreign oil company operators to provide early data on their needs throughout the project development lifecycle and share this data with learning institutions and local suppliers.
At the licensing stage, oil companies can be asked to provide details on their procurement strategy and to provide annual updates to local suppliers. At the pre-FEED (front-end engineering design) stage, operators can produce estimates of demand and costs, as they
12 Refer to the New Producers Group's forthcoming paper 'Local content decision tree for emerging producers' for guidance on the steps involved in designing a context appropriate local content policy; Available at: https://www.chathamhouse.org/about/structure/eer-department/newpetroleum-producers-discussion-group-project. Refer to the following resources for good general advice on local content policies: IPIECA's 'Local content: a guidance document for the oil and gas industry' (2nd Edition, 2016), http://www.ipieca.org/publication/local-content; ICMM (2011) Mining: Partnerships for Development Toolkit. Available at: http://www.icmm.com/mpdtoolkit. CCSI conducted a survey of local content frameworks in a number of countries, including legislation, regulations, contracts and non-binding policies dealing with local content issues in the mining and petroleum sectors. Available at: http://ccsi.columbia.edu/work/projects/local-content-laws-contractual-provisions/.
will have received these from suppliers and engineering companies. During the FEED stage, companies elaborate their procurement plan and can provide forward looking plans outlining their needs over the stages of the project. At the point of final investment decision (FID), companies should have detailed estimates of costs and timelines and they will give suppliers only a few weeks to bid for the work.
* Government should assess what capabilities, supplies, infrastructure and financial services are available locally to meet petroleum sector needs. Rather than set a general local content target for the petroleum sector, governments should designate specific targets for each element that can be supplied locally. Government should be strategic about which local goods and services to include in the oil industry's procurement plans.
* To maximize impact of petroleum projects on the economy, government should focus on creating value beyond a specific project. Preference should be given to skills that can be transferred to other economic activities.
* Government should map out a skills development plan, based on the forward needs assessment described earlier. This will enable the country to meet the industry's demand for skills, goods and services when they are needed.
Timely industrial and skills development is especially important in a country with only one or two fields. It is also difficult for governments in new petroleum provinces to anticipate the demand for skills, goods and services that will emerge at each stage of a project. At the stage of final investment decision (FID) it is already too late to engage potential local suppliers, in terms of helping them access finance and build the required capacity. These matters should be incorporated well before FID is reached.
* Government should implement laws that include a 'national content' requirement for the goods and services that the NOC buys, in line with national capacity to provide the services and/or a timetable for transfer of foreign to national capacity.
* Government should adopt a simple measurement and reporting system, to minimize the burden for investors and also to support ease of implementation. Government should define activities and targets that are measurable, in order to enable a monitoring, reporting and enhancement loop. There should be regular reviews with the partner companies, and policy should be amended where necessary.
EARLY ISSUE
Challenge: Setting realistic local content targets when domestic industrial or human capacity is low
Too often local content policies are designed without sufficient consideration of the resources available nationally and the changing nature of these resources, or without sufficient co-operation with partner companies.
Recommendations
* Government should avoid simply mimicking other countries' local content policies. They should first develop a thorough understanding of the local context (e.g. scale of discoveries, availability of skills and infrastructure, availability of gas in country). They should then assess what skills will be needed through the lifecycle of the project(s). This can be done in collaboration with foreign oil companies (as described in the previous section). This assessment should be the basis for defining local content targets that would be realistic and achievable. 13
* Government should focus next on capacity-building by requiring investors to develop the workforce and the supply base. For many emerging producers, the starting point in terms of demands on foreign oil companies should be local sourcing of simple on-site services – construction and consumables for workers, for instance. They should avoid the delivery of turnkey projects run by foreign staff.
* Governments must facilitate foreign oil companies' efforts to develop the local supply industry and workforce. Specifically, government should link local content policy in the oil sector to its broader education strategy and build the kind of workforce that is able to respond to the country's future needs.
FUTURE WORKSHOP
Questions for further discussion
Some governments require foreign companies to partner with or contract to companies that are domestically based. In countries where local capacity is low, such rules can facilitate the creation of shell companies that benefit financially without actually contributing to or learning from the project operations. What can governments do to remedy this?
EARLY ISSUE
Challenge: Getting foreign oil companies to invest in local content and national development when resources are uncertain
Local content can be more expensive than content that is sourced outside a producer country in cases where oil operators, service companies or EPC contractors are required to build the capacity of the local hires or local suppliers. However, local content becomes cheaper once local suppliers and staff reach the capacity levels required by the industry. A government's own capacity-building costs can always be recovered indirectly when the capacity that has been built becomes available to other sectors of the local economy.
13 Refer to the New Producers Group's forthcoming paper, 'Local content decision tree for emerging producers', https://www.chathamhouse.org/ about/structure/eer-department/new-petroleum-producers-discussion-group-project; and IPIECA's 'Local content: a guidance document for the oil and gas industry' for further recommendations on setting realistic local content objectives.
If the reserve base is small or under-explored, companies do not know whether there will be substantial production over a long period. Thus they do not know whether they will be in a country long enough both to invest in local capacity development and to recoup the investment through repeat use. If companies cannot recoup the additional investment or the geology is not attractive enough for the company to justify this expenditure as the costs of a 'licence to operate', they will expect to be compensated for the higher costs of hiring or sourcing locally.
An additional challenge for countries with low prospectivity is that they may attract small exploration companies. Such companies are not suited for substantial investments in national development.
Recommendations
* Government should require foreign oil companies (and the NOC if applicable) to invest in developing local capacity in goods and services for which the petroleum sector has an immediate need or, preferably, in goods and services that have 'dual use' applications. To this end, government should identify skills, trades, infrastructure, goods and services that can be used by other sectors of the economy in the long term.
* Government should collaborate with companies to develop training and hiring programmes. These programmes should be developed at the licensing phase, as early coordination can help to ensure that such programmes are well integrated into both the companies' operations and the country's local content strategy.
Ideally local capacity development commitments should be part of the companies' development plan submitted to government, which requires companies to commit to it.
Objective 6: Build Capable National Organizations to Participate in and Oversee the Development of the Resources
Assigning appropriate institutional roles and responsibilities for maintaining this important sector is a critical factor for emerging producers. Without capacity, those institutions will be unable to carry out the roles assigned to them.
AFTER DISCOVERIES
Challenge: Coordinating (and getting the most out of) foreign technical advisory services
In this spirit of 'getting governance right' from the outset, there is a rush to assist governments with recent discoveries. Foreign donors and technical advisers offer guidance and capacity-building support to help prepare the country for the next stages of petroleum sector development. This assistance can be invaluable in enabling emerging producers to establish appropriate rules and institutions to oversee the development of resources and build capacity to be successful. But for optimum effect, these services must be coordinated and directed by governments themselves.
A key message that came out of our discussions was that some governments – especially postdiscovery – received too much unsolicited advice. This results in 'advice fatigue' and confusion. The following problems were highlighted:
* Each assistance provider wants individual attention from senior civil servants, which puts a heavy time and administrative burden on these individuals. They must field repeat questions from multiple providers.
* Assistance providers advise officials in multiple institutions – and each is focused on different issues, e.g. the ministry of finance will be concerned with the fiscal regime, the ministry of energy with technical questions, and the central bank with macroeconomic issues. As a result, the advice is not coordinated or coherent. This prompted the following comment from Amb. Ombeni Sefue, former chief secretary of the Office of the President (Tanzania):
'We in government need time to caucus internally, to think through what we want to do and what we need.'
* This problem of lack of coordination is compounded by the fact that multiple assistance providers are offering their services simultaneously, or in succession, without building on the assistance already offered.
* While there is a need for assistance providers to improve in-country coordination, especially in cases where the government has not managed its own assistance requirements, incentives are lacking.
* The assistance offered may not be what is most needed in-country. One participant noted: 'Governments can write laws, contracts, policies… they don't need that help. They need comparative data and deep analytical thinking' that help them choose the right type of contracts or legal disposition. To meet this need, the advisers should be experts in the subject matter. Producers also expressed a real need for mentoring.
Recommendations
* Governments and advisers need to move from supply-led advice to demand-led advice. Advisers should allow a government space and time to reflect on its national strategy and to formulate what its needs are (see Objective 1).
* When circumstances change dramatically, government should take the time necessary to think through its vision for the petroleum sector, the policies that follow from that, and their needs in terms of technical information, capacity-building and advice.
* To ensure that assistance is demand driven, government should draft a 'Terms of Reference' or roadmap strategy document that defines exact needs. It should require assistance providers to submit bids outlining their ability to meet these needs.
* Each government should aim to speak with one voice.
One option is to establish a secretariat that houses all relevant government competences, and receives high-level political support and has responsibility for coordinating assistance, in line with a coherent vision for the sector.
* Advisers should listen to government needs and ask which other organizations are providing (or have provided) assistance and what activities they are carrying out, with a view to avoiding duplication of efforts and contradictory advice.
* Both the users and providers of technical assistance must take into account the countryspecific context. Recommendations must be adapted to the national capabilities and resources (as discussed in the Guidelines).
* Advisers should aim to provide technical assistance not only to governments, but also to oversight bodies and other actors – such as civil society organizations, journalists and parliaments. They should also provide assistance at the lower levels of an organization.
* Emerging producers can seek technical advice from and share experience with more established producers. 14
14 The New Petroleum Producers Group organizes mentoring relationships between peers of member countries of the group, focused on sharing of practice on technical policy issues.
EARLY ISSUE
Challenge: Speeding up the capacity-building process to obtain capable oversight institutions
The most effective way for an NOC or a ministry to gain competence is to learn on the job. For instance, an NOC might fill the shoes of a departing international oil company (IOC) or enter into partnerships that allow it to act as an operator. Similarly, government institutions that are given responsibilities can build capacity quickly.
Once an organization secures a role, it requires financial resources, information, human capacity (skills, knowledge, experience) and supporting processes to carry out the role assigned to it. Emerging producing countries often have urgent development needs, and governments in such countries may have limited funds to allocate to capacity-building. Thus governments must determine which tasks and which actor(s) they wish to prioritize in their capacity-building efforts, and how they plan to minimize the associated costs.
It is considered best practice to separate the functions of policy-making, regulation and operations into three distinct bodies, as this maximizes the clarity of roles and allows for better accountability for the delivery of each function. However, where state capacity is low, technical skilled personnel in short supply, and the reserve base is either small or uncertain, such a separation may be not feasible or advisable. Indeed, building up the skills and processes across three distinct bodies requires significant investments of time and money. 15
Some emerging producers have opted to concentrate responsibilities for the sector among the smallest possible group of actors in order to minimize expense and concentrate capacity-building. Eddie Belle, CEO of PetroSeychelles, commented:
In a small island developing country with relatively limited resources, it would be a mistake to duplicate tasks.
Similarly, in the case of Suriname, Vandana Gangaram Panday at Staatsolie offered the following lesson learned:
So long as the NOC is the only operator onshore and IOCs are only operating offshore, there is no need for separation of functions. The risk of 'conflict of interest' within a professionally run NOC is preferable to the risk of transferring functions to a politically appointed state agent.
A different lesson emerged in Trinidad and Tobago, where responsibilities have been concentrated in a competent ministry of energy. Tony Paul commented:
On start-up, the ministry was run like a business. They recruited from within the industry.
15 For an assessment of the consequences of concentration in specific countries, see Patrick R. P. Heller and Valérie Marcel, 'Institutional Design in Low-Capacity Oil Hotspots', Revenue Watch Institute, 31 August 2012, http://www.revenuewatch.org/publications/institutional-design-lowcapacity-oil-hotspots.
Recommendations
EARLY ISSUE
* When capacity is low, government should concentrate capacity-building efforts in either the ministry of energy or the NOC. Government should task one of these two bodies with regulatory responsibilities.
* All institutions involved in the regulation and monitoring of the petroleum sector should be aligned and speak to foreign oil companies with one voice.
* It is critical that governments establish effective tax policies and efficient means of collecting tax revenues. Government should invest in building capacity at the revenue authority even in low-capacity contexts and before discoveries are made.
* Countries at the beginning of the process should allocate data, licensing and promotion responsibilities to a single entity, either the ministry of energy, the NOC or the regulator. Going forward, data management should continue to be centralized.
AFTER DISCOVERIES
* When discoveries are made, government must allocate more resources to building capacity in auditing and monitoring operations. If the responsibility for monitoring operations lies with the NOC, then the NOC must develop this capacity, and the government should begin evaluating the NOC's performance in achieving that.
If public funds are limited, technical advisory groups (such as the Norwegian Oil for Development programme, the Natural Resource Governance Institute, the Commonwealth Secretariat, the World Bank, the IMF and many others) can support capacity-building in the civil service.
PRODUCTION PHASE
* When significant revenues flow to the treasury and the size of the reserves allows the government to count on medium- to long-term development, the government should direct substantial and sustained efforts to auditing and monitoring, even when development needs remain great.
* When discoveries allow the government to count on a significant production lifespan, it must invest in its administrative capabilities and boost its own petroleum-sector knowledge.
At some point it is likely that government will need to enhance accountability in the oil and gas sector in order to improve the management of revenue flows, control operator costs and strengthen regulations overseeing operations. To do this, government will need adequate administrative capacity and knowledge of the sector.
* When discoveries are sufficient to justify the NOC developing an operational role (to assess this see below – Challenge: Is the NOC's mandate clear and affordable?), the NOC should transfer its regulatory role to government to avoid the conflict of interest that results from the NOC
regulating its own operations. (For further discussion of how to transfer these responsibilities, see Challenge: Overcoming entrenched interests in a reform, also below.)
One discussion group participant commented:
In any governance model, building state administrative capacity is critical. It's another example of planning for success: build administrative capacity now because you'll need it later.
EARLY ISSUE
Policy option: Entrust the NOC with a regulatory role
NOCs with a regulatory or state agency role, i.e. which represent the state in overseeing the petroleum sector, have more opportunities to build technical skills than emerging NOCs without this role.
Potential state agency roles include
* Data management and promotion;
* Licensing and negotiation (or an advisory role in respect of the state institution responsible for licensing);
* Reviewing work programmes and making recommendations to the state on the approval of the programmes; and
* Monitoring operations.
Ensuring effective national participation in the upstream through the NOC as a state agent requires clear roles and sufficient capabilities. In practice, many NOCs operate without a clearly defined mandate or financial model. Their regulatory responsibilities may be informal only (for instance where the ministry holds formal responsibility for the sector but in practice depends on the NOC for guidance). This situation leads to gaps in accountability because it is unclear which institution will hold the NOC to account for its performance of a role it does not formally have. The second challenge relates to the NOC's access to finance. Many NOCs lack a clear financial model, which leads them to become creative with their revenue sources.
Recommendations
* Government must define the scope and limits of the NOC's state agency role.
* It should clarify when the state will take back regulatory responsibilities. (Refer to Objective 7 – Increase Accountability; Policy Option: Take regulatory responsibilities away from the NOC for recommendations on when such a transfer of responsibilities is recommended.)
* The NOC must build its capacity to take on the concessionaire or regulator role effectively.
An NOC with a concessionaire role needs a more skilled workforce than an NOC that is simply a minority partner in licences. The financial and personnel requirements for a concessionaire or regulatory role vary widely depending on the size of the resource base, the stage of development of the resources (whether promotion, exploration or production) and the type of geology (whether complex fields, offshore or onshore, or in environmentally sensitive areas).
In most emerging producer cases studied in this project, a concessionaire or regulator role entailed a three-fold increase in staff. 16
* Government must approve an explicit financial model for the NOC.
* Government must invest in its audit capabilities and introduce strong reporting and accounting standards.
Policy option: Establish a regulatory agency
Establishing a strong new regulatory agency in a context of low state capacity is challenging, as the following comment made by Charlie Scheiner, at the Timorese NGO La'o Hamutuk, illustrates:
Timor-Leste's regulatory National Petroleum Authority has about 100 staff (most of whom graduated from university within the last five years and have never worked anywhere else) and a total annual budget of less than $10 million. ENI, which is only one of the companies which they regulate, has about 80,000 personnel and annual expenditures of more than $90 billion. How can a balance be achieved between such unequal entities?
Some regulatory agencies in emerging producers do not have the capacity to hold operators fully to account for their performance. In some places, agencies have not been allocated sufficient autonomy and thus have not been able to establish their independence from the political leadership. This raises the possibility that licences will be awarded to companies that are under-qualified but well-connected politically. Establishing an independent and capable regulator in a low-capacity context is a significant challenge.
However, some countries with low institutional and human resources capacities have successfully adopted the separation of powers model, with good results in terms of transparency and accountability and an effective governance system. Arsenio Mabote, former chairman of the National Institute of Petroleum (INP), the Mozambican regulatory agency, offered the following lesson from his country:
The political will was critical to the success of the separation of powers model. The INP in Mozambique had an outreach programme with parliament to build consensus.
In established producers, multiple entities would normally carry out the various regulatory functions (e.g. drafting and enforcing regulations, data management, technical reviews of work programmes). However, in a context of low administrative capacity it is difficult to establish multiple regulatory agencies. In such cases, the establishment of these agencies can be an incremental process that takes into account the specific needs of the industry.
Recommendations
* In countries with low state capacity, external technical assistance is critical to the successful establishment of an independent regulatory agency. 17
* Government officials and other stakeholders should work to ensure that there is strong political will to back the governance system.
16 Refer to Marcel, V. (2016), 'The Cost of an Emerging National Oil Company', Available at: www.chathamhouse.org/about/structure/eerdepartment/new-petroleum-producers-discussion-group-project.
17 Heller and Marcel (2012), http://www.revenuewatch.org/publications/institutional-design-low-capacity-oil-hotspots.
* Governments should initially create one regulatory agency to take on all of the above regulatory functions. This concentration of responsibilities is especially warranted where state administrative capacity is low and the size of the reserves base is uncertain.
* If the civil service has established a sufficient degree of capacity, a specialized unit at the ministry of environment or natural resources can be put in charge of environmental monitoring. Similarly, a specialized unit at the ministry of finance can handle tax collection.
* To recruit and retain skilled staff, government should make the pay structure within this regulatory agency more advantageous than that of the rest of the civil service. To motivate the staff, the government should also foster a corporate culture and sense of mission, as in an NOC.
In Ghana, the Environmental Protection Agency (EPA) collects penalties from oil and gas companies for any environmental infractions, as well as fees for permits and certifications required for operations. These revenues allow the EPA to finance its capacity-building. In a low-price environment where companies focus on cost cutting, governments should be cautious not to overburden the industry with permit and certification fees.
Challenge: Is the NOC's mandate clear and affordable?
In emerging oil hotspots, governments and NOCs had in recent years demonstrated much ambition in respect of the technical role of the NOC. Some have set their sights on developing operator capabilities. 18 But this strategy takes time and is expensive. Without a clear mandate and finance streams, NOCs will struggle to establish themselves.
A lesson learned by Statoil, in Norway:
Building operatorship capacity requires ambition, dedication and stamina from the company and its owner(s). Transparency, cooperation and competition have been key in developing Statoil's operator capacity.
A lesson learned in Ghana, from Sam Addo Nortey, Ghana National Petroleum Corporation (GNPC):
Like other NOCs in Africa, the GNPC has to compete with other government priorities to obtain funding. More radical funding is required to execute the mandate effectively and exhaustively.
A further lesson learned in Liberia by Jackie Khoury, former strategic and technical director on the board of NOCAL, current adviser to the board:
Drastic austerity measures were required at NOCAL when oil prices plummeted. The company's unrealistically high operational expenditures quickly over shadowed its traditional revenue streams, prompting immediate intervention.
NOCs succeed when governments are clear about the role the NOC is meant to play and are committed to supporting it. To make good decisions about the role the NOC should play, governments require a clear understanding of the capital and time needed for it to develop into an effective player in the national petroleum sector.
18 An operator has legal authority to explore and produce petroleum resources in a given field. In practice, this requires the company to have the capability to propose a development plan, raise money and manage a large project, including supervising international partners and contractors.
The first step is usually for the NOC to take on a minority stake, which is likely to be financially carried by foreign oil partners, unless the NOC is established with a strong capitalization or means of generating profits from other activities. If its stake is carried, the next step is often for the NOC to become a contributing equity partner. Once this has happened, NOCs frequently seek to take on a minor operatorship first, and then a major one.
The financial and time investments needed to achieve such milestones will depend on a country's capacity levels in, for example, the civil service, national education, and the petroleum sector. The project's research paper, 'The Cost of an Emerging National Oil Company', describes typical NOC roles at different stages of development of the resource base, the human resources required for each role and the finance streams available as the geological situation evolves. 19
Recommendations
Building capacity to take on a minor operatorship takes between three and seven years – longer if education levels and oil-sector experience are low and the NOC is not sufficiently financed to support building skills. An NOC may require some capitalization by the state, and no profits will accrue to the NOC until fields are in the production phase and revenues exceed the combined costs of operation and debt repayment. With these facts in mind, we make the following recommendations:
* Governments must understand what different NOC roles cost in their own specific national contexts.
* Governments and NOCs should review the state of the resource base, assess what financial and technical resources are available, and task the NOC with a role it can realistically carry out and which the state can afford.
The NOC role should be an important element of the country's national vision for the development of its petroleum resources (see Objective 1).
* Too often, in response to opportunities, NOCs define their role in a haphazard way and without clear instructions from government.The NOC's strategy should set the long-term aims of the company. It should be robust in a low-price environment, appropriate to the company's strengths and weaknesses, and reviewed annually. The company's strategy department and/or a member of the board of directors should be tasked with considering potential opportunities, anticipating possible events and challenging project decisions by asking, 'What can go wrong?' 20
With an appropriate strategy, a company will be more able to plan for the shorter term.
Thus, the company will be more likely to fare well through commodity cycles.
* The NOC should only pursue a growth strategy under the direction of the government, which is responsible for defining its mandate. The NOC's growth strategy should be in line with available geological and financial resources.
* Government should wait to make significant investments in developing an NOC's operational capabilities until discoveries have been made that establish a reserves lifespan of at least 15 years.
19
Available at http://www.chathamhouse.org/about/structure/eer-department/new-petroleum-producers-discussion-group-project.
20 Elizabeth Mitchell, 'NOC Strategy Clinic', New Producers Group training session, March 2016.
* Until this reserve base is established, government should train nationals to raise general human capacity and state administrative capacity. At the same time, governments should focus skillsbuilding on the most relevant ministry, and should provide the NOC with only a limited budget for building operational skills.
* Government and NOCs should be strategic about their capacity-building. They should identify the skills available and those required to effectively fulfil the mandate given. Looking forward, they should map out the skills that will be called on at each stage of resource development. To fill any skills gap, they should target the appropriate training, after which they should test the acquisition of skills, and ensure these are applied in the workplace.
* Government must approve an explicit financing model for the NOC. It should be clear about the activities the NOC can pursue and the revenues it can generate from those activities.
* Government should introduce strong accounting and reporting standards, as well as strong codes of conduct for NOC employees and leadership.
These standards will improve the performance of the NOC, forcing it to match spending to company strategy. Rigorous accounting and reporting also increases the ability of the company to access external finance from oil company partners and financial markets.
Objective 7: Increase Accountability
PRODUCTION PHASE
Policy option: Take regulatory responsibilities away from the NOC
Sometimes the NOC plays a critical role in promotion and oversight of the petroleum sector on behalf of the state. Over time, government may want to introduce more checks and balances in the system. This may involve taking back the NOC's regulatory responsibilities and assigning them to a state agency.
Various drivers can trigger such a reform and the creation of an independent regulatory agency:
* If the NOC becomes an operator, it will want to concentrate more on its commercial development than on regulation. And from government's perspective, there will be a conflict of interest in that it will be overseeing its own operations.
* New geological challenges (e.g. 'frontier' reserves, declining reserves) may prompt the authorities to overhaul the governance of the sector.
* Poor health, safety or environmental records on the part of operators or the NOC could trigger a shift.
* The transition from exploration to discovery to production requires adjustments – and sometimes overhauls – in institutional set-up. Oversight must increase at each step. At exploration, the main responsibility is promotion, but more production brings more responsibilities.
Challenge: Overcoming entrenched interests in a reform
Proposed reforms that upset entrenched interests are likely to be opposed – whether by parliament, as in Nigeria, or by the NOC, as in Algeria. Indeed, it is important for governments to recognize that once an actor (specifically the NOC or the ministry of energy) has assumed responsibility for some regulatory functions, it can be difficult to take them back. Some are a source of influence and tend to be fought over; these include data management, licensing, technical review of development proposals and tax collection.
Who initiates the reform, what triggers the need for reform, and how the reform is carried out are all factors that determine the level of resistance and ultimately the success of the reform process. Reform that is driven by the NOC's desire to focus on its business typically provokes the least resistance from government officials. Reform that is government-led tends to provoke more resistance from the NOC. That said, NOCs tend to be less resistant to reform when it is driven by a larger representative or legitimate constituency (e.g. parliament), or when there is consultation with civil society.
Emerging producers do not need to set a 'final' institutional structure from day one. Instead, they can follow a phased approach and engage in incremental changes. Producers can think a step or two ahead and anticipate future needs. Reform does not always need to be introduced rapidly; it can be considered as being a process of continual evolution.
Recommendations
* Producers at an early stage of the development of their resource base should start with one credible body that is responsible for all administrative and regulatory functions. Over time, governments should build up capacity elsewhere and introduce checks and balances into the system.
The introduction of checks and balances is particularly important in small countries that have few qualified personnel to oversee the sector. In such cases, a handful of people may dominate the governance system by accumulating multiple roles.
* Governments should immediately introduce key mechanisms for public accountability, including audits of agencies and state-owned companies, and regular disclosure of information to the public.
* Where responsibilities for the oversight of the sector have been concentrated in one organization (e.g. the ministry of energy or the NOC), the departments responsible for regulation should be set up as functionally distinct units. This will allow these departments to be spun off as independent regulatory agencies when the time comes.
* A government should also require that personnel from the regulatory authority be seconded to the new body that is due to take on these responsibilities, as this will help with the transfer of skills.
* To facilitate forward planning for the next phase of petroleum-sector governance, government should establish a credible, legitimate group to direct the pace and shape of incremental reform. This group can be a type of petroleum governing council, which establishes means of consultation with civil society and appropriate state institutions.
* Government should elaborate a transition plan. This should clarify the roles of existing and new entities, to avoid any overlaps in responsibilities.
Challenge: Weeding out corruption
Corruption creates popular mistrust of government and industry (see Challenge: Overcoming lack of trust in Objective 4). It is a challenge to weed out corruption where it has thrived.
The perception of corruption increases above ground risks for investors and pressure on government, civil servants and NOC executives to stop corrupt practices will increase as a result. Regulations, such as the OECD Convention on Combating Bribery of Foreign Public Officials in International Business Transactions, the US Foreign Corrupt Practices Act (FCPA) and the upcoming regulations requiring US, European and Canadian oil-company disclosure of tax payments on a project-by-project basis, along with international scrutiny of financial transactions, all play a positive role in preventing companies active in these jurisdictions paying bribes. However, as was pointed out in our discussions, some companies are not subject to sufficient pressure from such regulations: foreign and local private companies, NOCs operating abroad and companies only listed in non-OECD jurisdictions.
Recommendations
* Government and oil companies should view corruption as a costly problem, one that creates inefficiencies, undermines the rule of law, prevents competition that could allow the selection of high quality services, can result in fines, criminal liabilities and reputational damage, and distorts the distribution of wealth in society. 21
* Professionalism and transparency are important antidotes to corruption. Government should increase transparency in transactions and procurement in particular.
* Government should build the independence and competence of the judiciary and other state institutions, to ensure key checks and balances are in place.
Corruption thrives when the public is apathetic and expects less from industry and government. Education is an important tool in creating an engaged civil society. Some countries in the New Producers Group were suspicious about foreign involvement in or influence over the agenda of civil society groups (in particular, hidden political agendas) and their lack of broader accountability, but they acknowledged they were nonetheless trusted messengers for the public.
* Governments should engage with civil society groups to better inform them and enable them to hold government and oil companies to a higher standard of performance and ethical behaviour.
* Companies in the oil and gas sector (including NOCs) need to address their corruption risks proactively by implementing an effective anti-corruption compliance programme. Companies should be familiar with applicable anti-corruption laws and the related guidance issued by the enforcement bodies. Individuals responsible for anti-corruption programs should also be familiar with the key guidance documents that exist, including the OECD Good Practice Guidance on Internal Controls, Ethics and Compliance.
An anti-corruption programme cannot guarantee that a company will eliminate all risk of corruption occurring, but it can mitigate these risks through their timely identification and treatment.
21 The World Economic Forum's Council on the Future of Oil and Gas has written a memo outlining the Trust Challenge of Corruption in the oil and gas sector (April 2016); http://www3.weforum.org/docs/Trust_Challenges_Facing_Global_OilandGas_Industry.pdf.
Objective 8: Safeguard the Environment
Challenge: Regulating to minimize operational risk in a low-capacity setting
Emerging producers want oil companies to be incentivized to manage operational risks effectively and to be accountable in the event of accidents or failure to perform. Introducing the appropriate mechanisms for making investors accountable can be a challenge in a context of low capacity and limited sector knowledge. Moreover, frontier producers will want to be sure that they maintain their attractiveness to investors.
'We are just lucky that nothing has happened', one participant, said.
Risks are high. Government needs more capacity to regulate operators effectively. In practice, it appears that many governments must rely on foreign oil company operators to self-regulate.
Recommendations
* Government should adopt a 'goals-based' performance-focused regulatory regime, which incentivizes operators to aim for higher standards of operations, as opposed to a rules-based 'check box' regulatory framework, which involves higher risk, given that establishing the right regulations requires a high degree of technical knowledge. 22
In the event of an accident under a goals-based regime, the operator cannot blame the failure on the regulatory standards set by government (as could happen under a rules-based regime). Enforcement remains a challenge in a goals-based system, however, if the government has no means to punish poor performance or inadequate risk assessment. It should be noted, too, that in a frontier context it can be difficult to attract experienced, highly technically competent companies, and this poses a particular challenge for countries relying on an individual company's ability to self-regulate.
* Government must invest in capacity-building, to increase the regulators' ability to understand the technical risks involved in operations.
* Until regulatory capacity is sufficiently established, government should devise other means of accessing the necessary technical knowledge to design the regulatory regime and to monitor performance. The following means were recommended by the discussion group:
* Government can create a network of regulators for greater exchange of ideas and information among emerging producers.
* Government can map out the available technical expertise across their continent (or region) and set up a system to share available technical experts.
22 One point to consider, in future discussion, is whether the reliance on a goals-based system has any implications for the liability regime in the event of an accident. In the absence of clearly-defined rules, would it be difficult to hold a company liable for damages?
* Government can ask oil companies for their advice on regulations, while safeguarding their independence (to avoid regulatory capture). They can request opportunities for secondment of staff to the companies to build capacity.
* Government can seek support from consultants to oversee the regulatory regime. However, this support should not be a substitute for developing national capacity.
* Government and regulators should draw on international standards to write their regulations. 23
* Government should introduce provisions in legislation and contracts that require investors to contribute to decommissioning at the end of the project, and that require them to put up performance guarantees to ensure that funds are available when the time comes.
EARLY ISSUE
Challenge: Prevent flaring
Flaring occurs when the associated gas found in oil (or sometimes condensate) reservoirs is not used by the operator. It is costly in terms of the environmental damage it causes and the missed opportunity to use the gas productively. This may seem to be an issue to be tackled at the production phase, but it is difficult to avoid flaring once production begins without the right legal framework in place. For emerging producers, with only small fields in production, it is particularly challenging to convince companies to invest in developing the infrastructure to capture, transport and transform what are only small amounts of gas. Anticipating and preventing flaring at an early stage of development is key.
A stipulation can be included in production sharing or concession agreements that bans flaring, with penalties for unauthorized flaring (sometimes operators flare for security purposes and exceptional permits are given). Agreements can also require gas reinjection into the reservoir.
FUTURE WORKSHOP
Questions for further discussion
* When is the right time to start planning around the necessary infrastructure to use associated gas?
* How stringent should the regulations be on flaring and associated gas use when an emerging producer tries to attract investors?
Possible productive uses of the gas:
* The associated gas not used by the operator can be sold to the NOC for free.
* If the project sources power from the grid, the operator could be required to assess whether the associated gas could be used to meet its own power needs.
* Make terms of investment in infrastructure attractive to investors (e.g. a gas gathering and processing facility, a gas pipeline, a power plant or an LPG facility).
* Support economies of scale by grouping infrastructure for several fields.
23 Refer to the International Finance Corporation's Performance Standards, which define the investor's responsibility for managing their social and environmental risks, or IPIECA's 19 good practice documents on oil spill preparedness and response, known as the Oil spill report series.
Annex 1: Further Reading and Useful Governance Tools
Chatham House's first producer-led governance initiative, between 2005–07, led to the elaboration of five principles of good governance. These, too, are salient in an emerging producer context. Good Governance of the National Petroleum Sector: The Chatham House Document, edited by G. Lahn, V. Marcel, J. Mitchell, K. Myers and P. Stevens, 2007 and 2009, is available at: https://www. chathamhouse.org/sites/files/chathamhouse/public/Research/Energy,%20Environment%20and%20 Development/ggdoc0407.pdf.
The full text report provides examples from country case studies and offers context-specific guidance for the petroleum sector policy- or strategy-maker. Report on Good Governance of the National Petroleum Sector, edited by G. Lahn, V. Marcel, J. Mitchell, K. Myers and P. Stevens, 2007, available at: https://www.chathamhouse.org/publications/papers/view/108468.
Norway's Oil for Development programme has developed a practical checklist for assessing the state of petroleum-related governance in a given country. This draws on the principles and indicators developed by Chatham House's Good Governance of the National Petroleum Sector Project. It is available at: https://www.norad.no/globalassets/import-2162015-80434-am/www.norad.no-ny/ filarkiv/ofd/petroleum-sector-governance-check-list.pdf.
The Natural Resource Charter, available at: http://www.resourcegovernance.org/publications/ natural-resource-charter-second-edition.
The Charter comprises a set of principles aimed at guiding governments and societies in how best to harness the opportunities created by extractive resources for development. It does not offer a blueprint for the policies and institutions countries must build; instead, it lists the ingredients that experienced producer countries have used successfully. It offers 12 precepts that run through the stages of development of the petroleum sector.
The World Bank's Extractive Industries (EI) Source Book, available at: http://www.eisourcebook.org.
The EI Source Book is a free online interactive resource that is built on a coherent and incisive narrative analysis of the sector as a whole, supplemented by hundreds of downloads and other web resources, including specially commissioned reports, summaries and briefs. Its objective is to provide developing states with technical understanding and practical options around development issues in the oil, gas and mining sectors. A central premise of the EI Source Book is that good technical knowledge can better inform political, economic and social choices with respect of sector development and the related risks and opportunities. It takes into account that effective choices will depend on institutional capacity and country context.
Natural Resource Governance Institute's Resource Governance Index, available at: http://www.resourcegovernance.org/rgi.
The Resource Governance Index measures the quality of the oil, gas and mining sectors of 58 countries, representing 85 per cent of the world's petroleum. It scores and ranks the countries, relying on a detailed questionnaire completed by researchers with expertise in the extractive industries. The index assesses the quality of four key governance components: institutional and legal setting; reporting practices; safeguards and quality controls; and enabling environment. It also includes information on three special mechanisms commonly used to govern oil, gas and minerals: state-owned companies, natural resource funds and subnational revenue transfers.
Annex 2: Participant Countries of the New Petroleum Producers Discussion Group
* Afghanistan
* Mozambique
* Angola*
* Barbados
* Belize
* Côte d'Ivoire
* Democratic Republic of the Congo
* Ghana
* Guinea
* Guyana
* Jamaica
* Kenya
* Lebanon
* Liberia
* Madagascar
*
Mauritius
* Mexico*
* Namibia
* Nigeria*
* Norway*
* Papua New Guinea
* São Tomé and Príncipe
* Seychelles
* Sierra Leone
* South Sudan
* Suriname
* Tanzania
* Timor-Leste
* Trinidad and Tobago*
* Uganda
* Uruguay
* Indicates established producers
Acronyms
EI-TAF Extractive Industries Technical Advisory Facility
EPC
engineering, procurement and construction
FID
final investment decision
GNPC Ghana National Petroleum Corporation
INP
National Institute of Petroleum (Mozambique)
IOC
international oil company
NGO non-governmental organization
NOC national oil company
NOCAL National Oil Company of Liberia
About the Editor
Dr Valérie Marcel is an associate fellow at Chatham House, and leads the New Petroleum Producers Discussion Group. She is an expert on national oil companies and petroleum sector governance. She has carried out extensive fieldwork in order to gain an understanding of the perspectives of producer countries. She is the author (with John V. Mitchell) of Oil Titans: National Oil Companies in the Middle East (Chatham House/Brookings, 2006). Dr Marcel's current research focuses on governance issues in emerging producers in sub-Saharan Africa, as well as in other regions. She is a member of KPMG's advisory team for energy sector governance. She also provides thought leadership for the Global Agenda Council on the Future of Oil & Gas at the World Economic Forum. Dr Marcel previously led energy research at Chatham House; and taught international relations at the Institut d'études politiques (Sciences Po), Paris, and at Cairo University.
Acknowledgments
The Guidelines for Emerging Oil and Gas Producers presented here are drawn from a Chatham House project that gathers together petroleum producers and governance experts in annual workshops. Recommendations focus on issues discussed at these workshops, and firm prescriptions are only offered where broad consensus has emerged. As such, the Guidelines do not cover all issues relevant to the situation of new producers, but focus specifically on the topics that were covered at the workshops held at Chatham House, on 5–6 November 2012 and 12–13 May 2014, in Dar es Salaam, on 30 June – 2 July 2015, and in Naivasha, Kenya, on 2–4 March 2016. Other topics to be considered in future workshops are outlined in this document in order to frame discussions going forward. These are flagged as 'questions for further discussion'. The Guidelines are a living document.
This is a collaborative project, drawing on the expertise of technical and governance advisory groups: the Natural Resource Governance Institute and the Commonwealth Secretariat, which are the project's partners and sponsors. Our project is also supported by knowledge partners, which contribute research time and data: the Africa Governance Initiative, the World Bank, and the Columbia Center on Sustainable Investment. The project is very grateful to the Foreign and Commonwealth Office's Prosperity Fund and Shell International Ltd for their sponsorship.
Participants in the workshops for this project were invited to draft and review these Guidelines. We thank all those who responded, in particular Jackie Khoury from NOCAL of Liberia, Eva Thorne from Tony Blair Associates, Perrine Toledano from CCSI, Independent Expert, Patricia Vasquez, Bashir Hangi from Uganda's Petroleum Exploration and Production Department, Diana Magano from Uruguay's Ministry of Energy, Carlos Bellorin from IHS, Vandana Gangaram Panday from Staatsolie (Suriname), Rolf Magne Larsen, Mark Thurber from Stanford University, Roger Avinaga from Petromin, Eddie Belle from PetroSeychelles, Sergio Guaso and Alma Quintero Sepulveda from PEMEX, Henry Odwar from the Parliament of South Sudan, Bengt Hope from PETRAD, Sam Addo Nortey from the GNPC, Charlie Scheiner from the Timorese NGO La'o Hamutuk, as well as long-time members of Chatham House's Good Governance project, Tony Paul, Isabelle Rousseau, John Mitchell, Glada Lahn, Willy Olsen and Keith Myers. We also thank Michael Tsang for his careful and patient editing of the document.
We are particularly grateful to the project's co-organizers for their invaluable comments, guidance and support throughout the project: Ekpen Omonbude from the Commonwealth Secretariat, and Patrick Heller from the Natural Resource Governance Institute. And special thanks are due to Owen Grafham for his extensive contributions to the New Producers Group. It was impossible for every word to satisfy all participants, and this was not sought. The editor is solely responsible for any opinions expressed in this document, and for any errors or omissions.
Project Partners
Knowledge Partners
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Chatham House, the Royal Institute of International Affairs, is an independent policy institute based in London. Our mission is to help build a sustainably secure, prosperous and just world.
All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical including photocopying, recording or any information storage or retrieval system, without the prior written permission of the copyright holder. Please direct all enquiries to the publishers.
Chatham House does not express opinions of its own. The opinions expressed in this publication are the responsibility of the author(s).
Copyright © The Royal Institute of International Affairs, 2016
Cover image: An operating drill during oil and gas exploration. Copyright © Keith Wood/Getty Images
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BOLETIN 2020
@dametumanomont
@dametumano_mont
@DameTuManoMont
email@example.com
www.dametumano.org
097 202 300
Casa Sede: Av. Garibaldi 2416
DÍA MUNDIAL DEL CÁNCER
04 DE FEBRERO
1.- Actividad conjunta con la Red Nacional de Grupos Oncológicos en la Plaza Matriz
2.- Actividad co organizada por Dame tu Mano y Lab.Roche
Masterclass a beneficio de Dame tu Mano organizada por MacroMercado
APOYA: CLUB URUNDAY UNIVERSITARIO
Es una iniciativa de Dame tu Mano para ayudar a combatir el cáncer ginecológico, sobre todo el cáncer de cuello de útero, el que no debería existir.
La detección temprana a través de un PAP es sumamente importante para prevenirla, y es la forma de salvar vidas y erradicarlo.
La Directora de Macro Mercado Alejandra Mejlovitz entregó a Sonia Waisrub, Presidente de Dame tu Mano el cheque correspondiente al dinero de las entradas al evento más la contribución que realizó la empresa. La misma será destinada a reparar el techo de la Casa de Dame tu Mano donde se reciben a las pacientes del interior que llegan a Montevideo para recibir tratamientos de radioterapia.
Nuevos protocolos – Covid 19
Alojamiento en la Casa
Debido a la emergencia sanitaria tuvimos que reacondicionar la Casa para poder seguir recibiendo a las pacientes y cumplir con el distanciamiento social y los protocolos establecidos por el Ministerio de Salud Pública.
Por tal motivo se armó un nuevo cuarto en la Sala de reuniones y mantener las 5 camas.
Se solicitó la donación de 2 biombos y un smart tv para su cumplimiento.
Festejo de nuestro 13° Aniversario a través de la plataforma zoom
Agradecemos a cada uno de nuestros amigos que se sumaron a nuestro festejo virtual.
Firma de la Cesión de Derechos por 10 años de la Casa de Dame tu Mano
BUENAS NOTICIAS!
Se firmó en la Unidad de Concesiones de la Intendencia de Montevideo un contrato por 10 años por la Casa de Dame tu Mano. Esto nos permite seguir apoyando a las pacientes del interior.
Programa para líderes de organizaciones de pacientes organizado por Alianza de Pacientes
| FECHA | ACTIVIDAD | TEMA - ASUNTO |
|----------------|-----------------|-------------------------------------------------------------------------------|
| 1er Módulo | Conferencia | El sistema sanitario nacional y el rol de las Organizaciones de Pacientes |
| Junio y Julio | Taller | Planificación estratégica |
| | Taller | Gestión de la comunicación organizacional (1/2) |
| | Taller | Pacientes y voluntarios: cómo sumarlos a la causa |
| 2do Módulo | Conferencia | La importancia de la farmacovigilancia, la seguridad del paciente y su |
| Fecha a definir| Taller | participación en ensayos clínicos |
| | Taller | Gestión de la comunicación organizacional (2/2) |
| | Taller | Fundraising, donantes y relaciones (1/2) |
| | Taller | Incidencia política: claves para su desarrollo (1/2) |
| 3er Módulo | Conferencia | El rol de la sociedad civil en la formulación de las políticas sanitarias. |
| Fecha a definir| Taller | Fundraising, donantes y relaciones (2/2) |
| | Taller | Incidencia política: claves para su desarrollo (2/2) |
| | Taller | Impacto y resultados de los proyectos desarrollados durante el Programa. |
Se realizaron diferentes talleres de junio a diciembre en los que participaron Sonia Waisrub, Miryam Rosa y Alba Venditto. Gran aprendizaje en un año complejo de Pandemia con muy buenos expositores.
---
**Alianza de Pacientes Uruguay**
CERTIFICA QUE
Sonia Waisrub
COMPLETO SATISFACTORIAMENTE EL
PROGRAMA DE FORMACIÓN PARA LÍDERES DE ORGANIZACIONES DE PACIENTES
REALIZADO ENTRE JUNIO Y NOVIEMBRE DE 2020
Por Agustín Menéndez
COORDINADOR EJECUTIVO
Por Lucía Sánchez Toledo
COORDINADORA EJECUTIVA
Diciembre 2020
---
**Alianza de Pacientes Uruguay**
CERTIFICA QUE
Miryam Rosa
COMPLETO SATISFACTORIAMENTE EL
PROGRAMA DE FORMACIÓN PARA LÍDERES DE ORGANIZACIONES DE PACIENTES
REALIZADO ENTRE JUNIO Y NOVIEMBRE DE 2020
Por Agustín Menéndez
COORDINADOR EJECUTIVO
Por Lucía Sánchez Toledo
COORDINADORA EJECUTIVA
Diciembre 2020
---
**Alianza de Pacientes Uruguay**
CERTIFICA QUE
Alba Venditto
COMPLETO SATISFACTORIAMENTE EL
PROGRAMA DE FORMACIÓN PARA LÍDERES DE ORGANIZACIONES DE PACIENTES
REALIZADO ENTRE JUNIO Y NOVIEMBRE DE 2020
Por Agustín Menéndez
COORDINADOR EJECUTIVO
Por Lucía Sánchez Toledo
COORDINADORA EJECUTIVA
Diciembre 2020
Iluminación de la Puerta de la Ciudadela
Por 10º año consecutivo se iluminó de rosa la Puerta de la Ciudadela. Agradecemos al Paseo Cultural Ciudad Vieja en nombre de Bruno Tripodi por la iniciativa.
Cierre de Campaña "Sentirnos bien es el mejor comienzo" del Montevidedo Shopping
Con un emotivo acto y la firma de cuadros por parte de María Noel Riccetto se cerró una nueva Campaña del Montevideo Shopping "Sentirnos bien es el mejor comienzo".
Seminario: La perspectiva emocional sobre el cáncer de mama
Parlamento del Uruguay
Se llevó a cabo un Seminario organizado por la Presidenta de la Comisión de Salud de la Cámara de Representantes Silvana Pérez Bonavita. Participaron Dame tu Mano, Fundación Clarita Berenbau, Fundación Honrar la Vida y Movimiento Mama Mía.
Participación en Roche Press Day
La Vicepresidente de Dame tu Mano en representación de Uruguay participó en la actividad organizada por Roche para el "Roche Press Day" con expositores de nivel internacional.
Donación de computadoras
Antel Integra
Antel Integra donó 4 computadoras, una de las cuales fue cedida a Mujeres Celebran la Vida de Rivera.
Donación de tapabocas y alcohol en gel
FUNDACION MAPFRE
Integrantes de Fundación Mapfre donaron tapabocas rosados en apoyo al mes del cáncer de mama y alcohol en gel personal.
Sorteo on line
Y como nos tuvimos que reinventar para recaudar fondos. Realizamos un sorteo on line ante la Escribana Rosario Hehus. Los ganadores fueron: 1er. premio: Carla Arias y 2º premio: Elida Paredes.
Donación de pañuelos URSEC
Representantes de URSEC junto a su Directora Mercedes Aramendía hicieron entrega de pañuelos, los cuales serán distribuidos entre los grupos del interior del país.
Cartelera virtual
¡GRACIAS POR CADA UNO DE SUS MENSAJES DE ALENTO, QUE LA DISTANCIA NO NOS SEPARE!
Campaña "Unidos en Rosa"
Lazo Virtual
Este año el nuestro 5° lazo lo tuvimos que hacer virtual. Organizado por el Paseo Cultural Ciudad Vieja y Macro Mercado y con el apoyo de Estee Lauder y Productos Ser re realizó de forma virtual con muchísimas personalidades de todos los medios. Muchas gracias por sumarse a esta nueva modalidad.
Visitaciones del Alcalde del Municipio b y Alcaldesa del Municipio c
Con el Alcalde del Municipio b Carlos Varela
Con la Alcaldesa del Municipio c Susana Rodríguez y Concejal Jorge Cabrera
Las Asociaciones Mujeres Celebran la Vida de Rivera y Dame tu Mano de Montevideo organizaron una serie de Charlas con diferentes profesionales de la Salud para poder tener un enfoque integral del cáncer de mama. Contamos con el apoyo de la Intendencia Departamental de Rivera en soporte para realizar las actividades vía zoom.
**LOS ULTIMOS HALLAZGOS SOBRE INVESTIGACIÓN DE NUTRICIÓN Y CÁNCER DE MAMA EN URUGUAY**
Dr. Alvaro Ronco
Médico Investigador en Epidemiología del Cáncer
8 DE SETIEMBRE | 19:00 HS.
INSCRIPCIONES: HTTPS://FORMS.GLE/OZYIQZUSVLTUWCD78
ORGANIZAN: | APOYA:
---
**Primera Charla a cargo del Dr. Alvaro Ronco**
Nutrición y cáncer de mama
---
**Cuidados de la Piel en el paciente oncológico**
DRA. ALEJANDRA LARRE BORGES
Ex Profesora Adjunta de la Cátedra de Dermatología DELAR
14 DE SETIEMBRE
19:00 hs. Uruguay
Inscríbete y participa
ORGANIZAN: | APOYA:
---
**Segunda charla a cargo de la Dra. Alejandra Larre Borges**
Cuidados de la piel en el paciente oncológico
Charlas #Octubre rosa
Charla sobre Salud Bucal en el paciente oncológico
DRA.BEATRIZ VILAS
Profesora titular de Endodoncia-Facultad de Odontología. UDELAR
25 DE SETIEMBRE - 19:00 HS.
INSCRIBITE Y PARTICIPA
ORGANIZAN: APOYA:
Tercera charla a cargo de la Dra. Beatriz Vilas
"Salud Bucal en el paciente oncológico"
¿QUÉ PUEDEN APRENDER LOS PACIENTES ONCOLÓGICOS DE LA PANDEMIA?
Lic. en Psicología Mariana Esteves Ortiz
INSCRIBITE Y PARTICIPA
5 DE OCTUBRE | 19:00 HS.
ORGANIZAN: APOYA:
Cuarto charla a cargo de la Lic.en Psicología Mariana Esteves
¿Qué pueden aprender los pacientes oncológicos de la pandemia?
La telemedicina: la verdadera revolución en la atención en salud
DISERTANTES:
Integrantes de la Sociedad Uruguaya de Telemedicina y Salud
- Dr. Gabriel Antoniol
- Dra. Laura Albertini
- Dra. Graziella Volpi
14 DE OCTUBRE - 19:00 HS.
INSCRIBITE Y PARTICIPA
ORGANIZAN: APOYA:
Quinta charla sobre La Telemedicina: la verdadera revolución en la atención en salud
Charlas #Octubre rosa
Integrantes de la Unidad Docente asistencial del Hospital Pasteur:
- Dr. Carlitos Arévalo
- Dra. Teresa Castro
- Dra. Cintya Segovia
- Dra. Andrea Castillo
- Dr. Fernando Lavista
- Dra. Cecilia Castillos
Cáncer Ginecológico: actualidad y perspectiva
A cargo de la Dra. Verónica Terzieff
Oncóloga
28 de octubre - 19:00 HS.
Séptima Charla sobre Cáncer ginecológico: actualidad y perspectiva a cargo de la Dra. Verónica Terzieff
APOYA: Roche
CO ORGANIZAN: APOYA: Roche
Webinar Viva Mejor con Equilibrio
Organizado por Alianza Latina
Visita a la casa de la Presidenta de la Cámara de Representantes Silvana Pérez Bonavita
Sorteo on line
Nuevamente nos acompañó la Escribana Rosario Hehus en nuestro último sorteo on line
ULTIMO SORTEO ON LINE
2º PREMIO
CANASTA MACRO MERCADO
GANADORA:
ANA SCIRGARELA
SALTO
Nº 106
1ER. PREMIO
ASPIRADORA ROBOT XION
GANADOR:
JORGE CASTILLO
Nº 27
3ER. PREMIO
CANASTA URUFRÍO
GANADORA:
CLAUDIA SOUZA
Nº 29
¡FELICITACIONES A LOS GANADORES!
#Dametumanoacompañá
Agradecemos a las empresas que nos donaron los premios: Joacamar S.A., Macromercado y Urufrío
Algunos préstamos de pelucas realizados durante el año
Más préstamos de pelucas
Difusión de nuestros eventos en diferentes medios de comunicación
Dame tu Mano participó en el II Congreso de Médicos y Pacientes organizado por el Colegio Médico del Uruguay y Alianza de Pacientes Uruguay. La Mesa N°5 estuvo representada por la Presidenta de Dame tu Mano y el tema: Cuidados Paliativos en Uruguay. Participamos junto a Fundación Clarita Berenbau, Honrar la Vida y Fame Uruguay.
Dame tu Mano con la representación de Zuleyka Barrios y Sonia Waisrub participó del 15° Foro de Alianza Latina llevado a cabo los dos 1,2 y 3 de diciembre. Con temas muy interesantes y expositores internacionales agradecemos a los organizadores por poder llevarlo a cabo en forma virtual.
Día del Voluntariado
Campaña "Hagamos feliz a un niño"
Los juguetes fueron entregados al Barrio los Solares de El Sauce - Canelones
Nos acompañó nuevamente Equinoterapia La Milagrosa para su traslado.
DAME TU MANO
MONTEVIDEU
La Milagrosa
Equinoterapia
Sauce :: Canelones ::
¡FELICES FIESTAS!
Muchas gracias por apoyarnos en este año tan especial. Esperamos que el próximo año podamos seguir avanzando juntos.
Nos reencontraremos en el año 2021 con nuevos desafíos. | eaf39c45-1ebd-4db6-ac54-6e7ee17e2e59 | HuggingFaceFW/finepdfs/tree/main/data/spa_Latn/train | finepdfs | spa_Latn | 11,649 |
A QUIEN CORRESPONDA
PRESENTE.
La que suscribe Altziri Karina Rodríguez Anzaldo, Directora de Fomento Agropecuario y Ecología del Ayuntamiento Constitucional 2021 – 2024 (Dos Mil Veintiuno – Dos Mil Veinticuatro) de Zacapalco de Torres, Jalisco, con domicilio en las oficinas que ocupa esta Presidencia Municipal, finca marcada con el número 13 (Trece) de la calle Leandro Valle, Colonia Centro. Por medio del presente le expreso un cordial y afectuoso saludo. Tengo a bien convocarte para los efectos de que asista a la Asamblea del Consejo Municipal de Desarrollo Rural Sustentable para el día Viernes 10 (Diez), de Febrero de 2023 (Dos Mil Veintitrés) a partir de las 10:00 horas (Diez), en las instalaciones que ocupa el Centro de Convenciones (Leandro Valle # 13), cuando esta se reúna por virtud de convocatoria deberá estar presente la mitad más uno de los convocados; la cual se desarrollará bajo el siguiente:
Orden del Día:
1- Pase de Lista.
2- Verificación del Quórum Legal.
3- Instalación Legal de la Asamblea.
4- Presentación de la Mesa del Presidium.
5- Nombramiento de la Mesa de Debates: Presidente, Secretario y 2 Escrutadores.
6- Registro de los Acuerdos de la Asamblea.
7- Lectura Y, en su Caso, Aprobación del Orden del Día.
8- Lectura Y, en su Caso, Aprobación del Acta del mes de Enero del 2023
9- Informe del Avance de los Trabajos Realizados en los Caminos Saca Cosechas.
10- Informe de los Trabajos Realizados en Empedradros SADER y Trabajos Generales.
11- Asuntos Varios.
12- Clausura de la Asamblea.
Esperando contar con su apoyo y puntual asistencia me despido de usted deseándole éxito en sus actividades cotidianas. Cabe señalar que su presencia a dicha reunión es de gran importancia para el desarrollo de nuestro municipio.
ATENTAMENTE
FOMENTO AGROPECUARIO Y ECOLOGÍA
ZACAPALCO DE TORRES, JAL.
2021 - 2024
ALTZIRI KARINA RODRÍGUEZ ANZALDO
DIRECTORA DE FOMENTO AGROPECUARIO Y ECOLOGÍA. | <urn:uuid:1541ed5f-6970-4f4e-a040-19c006e8f8f0> | HuggingFaceFW/finepdfs/tree/main/data/spa_Latn/train | finepdfs | spa_Latn | 1,923 |
MINUTES OF THE BALDY VIEW REGIONAL OCCUPATIONAL PROGRAM COMMISSION MEETING
Wednesday, July 11, 2018
I. Call to Order: The meeting was called to order by Joe Lenz, President, at 6:00 p.m. at the Baldy View ROP, 2890 Inland Empire Blvd., Ontario, California.
Present: Charles Uhalley
Chaffey District
Sylvia Orozco
Chino Valley Unified
Nancy Treser Osgood Claremont Unified
Joe Lenz
Upland Unified
Shelley Adams
Superintendent
Forest DeRenzo
Assistant Superintendent of Educational Services
Carla Roberts
Director of Business Services
Dora Edney
Director of Development/Public Relations
Lisa Porter
Director of Personnel Services
Michael Moore
Administrative Services Coordinator
Absent: Roseanne Redfearn Coordinator
Crystal Whitley
Coordinator
Others
Present: Virginia Kelsen
Chaffey District Representative
Mr. Lenz welcomed everyone to the meeting and thanked them for attending.
II. Review of Agenda:
Changes – None
Deletions – None
III. Approval of Agenda: It was moved by Mr. Uhalley and seconded by Mrs. Treser Osgood to approve the Agenda. The motion carried unanimously.
IV. Pledge of Allegiance: The Pledge of Allegiance was led by Mr. Lenz.
V. Approval of Minutes: It was moved by Mrs. Treser Osgood and seconded by Mrs. Orozco to approve the June 13, 2018, Commission Meeting Minutes. The motion carried unanimously.
VI. Approval of Minutes: It was moved by Mrs. Orozco and seconded by Mrs. Treser Osgood to approve the June 20, 2018, Commission Meeting Minutes. The motion carried unanimously.
Minutes of the Baldy View Regional Occupational Program
Commission Meeting, July 11, 2018
Page - 2 -
VII. Public Participation: There was no public participation.
VIII. Oral Communications:
A. Superintendent's Comments: Dr. Adams shared the following items:
- Wished all a happy July and summer.
- Gave an update on the Governor's budget as it pertains to the $150M ongoing CTE funding through CDE and the $150 million through the Chancellor's office. As an awardee of the previous grants, we will be eligible for this funding, provided we show how we spent the previous money from rounds 1, 2, and 3. Mr. Uhalley asked if any money would be returned to the state, Dr. Adams stated there would be no money from the grant going back to the state.
B. Cabinet's Comments: - No Reports
C. Commission Comments: - No Comments
IX. Written Communications:
A. Commission Calendar.
B. Events Calendar.
X. Approval of Consent Calendar: It was moved by Mr. Uhalley and seconded by Mrs. Orozco to approve the Consent Calendar as presented. The motion carried unanimously.
A. Approved the warrant register, Batch #1071-1151, for the period of May 31, 2018, through June 19, 2018.
B. Approved the following certificated personnel actions.
APPROVAL OF EMPLOYMENT:
CERTIFICATED:
Name: Juan Alaniz
Position: Commercial Photography Instructor
Division: Educational Services
Effective: July 1, 2018
Name: Demoree Deocales
Position: Cyber Security Instructor
Division: Educational Services
Effective: July 1, 2018
Minutes of the Baldy View Regional Occupational Program
Commission Meeting, July 11, 2018
Page - 3 -
Name: George Moreno
Position: Welding Instructor
Division: Educational Services
Effective: July 1, 2018
Name: Francisco Suarez
Position: Cyber Security Instructor
Division: Educational Services
Effective: July 1, 2018
Name: James Suess
Position: Law Enforcement Instructor
Division: Educational Services
Effective: July 1, 2018
CHANGE OF STATUS:
Name: Corey Lynch
Position: EMR Instructor to Substitute Instructor
Division: Educational Services
Effective: June 9, 2018
APPROVAL OF RESIGNATION:
Name: Corey Lynch
Position: EMR Instructor
Division: Educational Services
Effective: June 9, 2018
Name: Peggy Lynn
Position: LVN Instructor
Division: Educational Services
Effective: June 11, 2018
Minutes of the Baldy View Regional Occupational Program
Commission Meeting, July 11, 2018
Page - 4 -
C. Approved the following classified personnel actions.
APPROVAL OF EMPLOYMENT:
CLASSIFIED:
From:
Name: Diana Neal
Position: Financial Aid Specialist (C10)
Division: Business Services
Effective: July 2016
To:
Name: Diana Neal
Position: Financial Aid Analyst (C12)
Division: Business Services
Effective: July 1, 2018
APPROVAL OF RESIGNATION:
Name: Joshua Behnke
Position: Fiscal Analyst
Division: Business Services
Effective: June 22, 2018
XI. Business:
A. It was moved by Mrs. Orozco and seconded by Mrs. Treser Osgood to approve for Shelley Adams, Superintendent, to have authority to approve certain modifications, Change Orders or immediate Change Directives related to building projects at the Career Training Center ending August 30, 2019. In no case shall the Superintendent have authority to approve total Change Orders or Modifications to the Project exceeding 10% of the Contract Sum. The total amount spent will not exceed the $6.6M original construction budget. The motion carried unanimously.
XII. Closed Session: The meeting adjourned into Closed Session at 6:14 p.m. to discuss and take possible action on:
A. Conference with Legal Counsel – Anticipated Litigation – Government Code §54954.5(c) pursuant to Government Code §54956.9(b)-(c) -- 1 Case
B. Public Employee Performance Evaluation – Government Code §54957
XIII. Reconvene to Open Session: Mr. Lenz reconvened the meeting at 6:49 p.m. and announced that discussion occurred and no action was taken.
XIV. Adjournment: The meeting adjourned at 6:50 p.m. The next Meeting of the Baldy View Regional Occupational Program Commission will be held on Wednesday, August 8, 2018, 6:00 p.m., Baldy View ROP, 2890 Inland Empire Blvd., Suite 100, Ontario, California.
Title: Superintendent | <urn:uuid:6c47b6f3-abdd-4e33-be70-a87be20183ef> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 5,754 |
Programmangebot Neukirch - Sortierung nach Frequenz
Symbolrate = 6900 / Stand 02.2022
| arte HD | | 256 | | 306 |
|---|---|---|---|---|
| Das Erste HD | 256 | | 306 | |
| SWR BW HD | | 256 | | 306 |
| BR Fernsehen Süd HD | 256 | | 314 | |
| NDR FS MV HD | | 256 | | 314 |
| phoenix HD | 256 | | 314 | |
| rbb Brandenburg HD | | 256 | | 322 |
| MDR Sachsen HD | 256 | | 322 | |
| hr-fernsehen HD | | 256 | | 322 |
| rbb Berlin HD | 256 | | 322 | |
| MDR Sachsen-Anhalt HD | | 256 | | 322 |
| MDR Thüringen HD | 256 | | 322 | |
| tagesschau 24 HD | | 256 | | 330 |
| ONE HD | 256 | | 330 | |
| SR Fernsehen HD | | 256 | | 330 |
| ARD-alpha HD | 256 | | 330 | |
| Radio Bremen TV HD | | 256 | | 330 |
| WDR HD Köln | 256 | | 338 | |
| WDR HD 10x regional | | 256 | | 338 |
| ZDF HD | 256 | | 346 | |
| ZDF neo HD | | 256 | | 346 |
| 3 SAT HD | 256 | | 354 | |
| Kika HD | | 256 | | 354 |
| ZDF Info HD | 256 | | 354 | |
| BR Fernsehen Süd | | 256 | | 362 |
| Das Erste | 256 | | 362 | |
| hr-fernsehen | | 256 | | 362 |
| SWR Fernsehen BW | 256 | | 362 | |
| WDR Köln | | 256 | | 362 |
| ZDF | | | | |
| 3sat | | 256 | | 370 |
|---|---|---|---|---|
| KiKa | 256 | | 370 | |
| ZDF info | | 256 | | 370 |
| ZDF neo | 256 | | 370 | |
| MDR Sachsen | | 256 | | 378 |
| MDR S-Anhalt | 256 | | 378 | |
| MDR Thüringen | | 256 | | 378 |
| NDR FS MV | 256 | | 378 | |
| rbb Berlin | | 256 | | 378 |
| rbb Brandenburg | 256 | | 378 | |
| tagesschau 24 | | 256 | | 386 |
| ONE | 256 | | 386 | |
| arte | | 256 | | 386 |
| phoenix | 256 | | 386 | |
| RTL | | 256 | | 394 |
| RTL ZWEI | 256 | | 394 | |
| TOGGO plus | | 256 | | 394 |
| SUPER RTL | 256 | | 394 | |
| VOX | | 256 | | 394 |
| NITRO | 256 | | 394 | |
| RTL up | | 256 | | 394 |
| n-tv | 256 | | 394 | |
| SAT.1 | | 256 | | 402 |
| ProSieben | 256 | | 402 | |
| kabel eins | | 256 | | 402 |
| WELT | 256 | | 402 | |
| SAT.1 Gold | | 256 | | 402 |
| ProSieben Maxx | 256 | | 402 | |
| kabel eins Doku | | 256 | | 402 |
| Sonnenklar.tv | 256 | | 410 | |
Programmangebot Neukirch - Sortierung nach Frequenz
Symbolrate = 6900 / Stand 02.2022
| HSE24 | | 256 | | 410 |
|---|---|---|---|---|
| Regio TV | 256 | | 410 | |
| TELE 5 | | 256 | | 410 |
| DMAX | 256 | | 410 | |
| Baden TV | | 256 | | 410 |
| HSE 24 Trend | 256 | | 410 | |
| Astro TV | | 256 | | 410 |
| mein TVshop | 256 | | 410 | |
| Sport 1 | | 256 | | 410 |
| N24 Doku | 256 | | 418 | |
| EWTN kath. TV | | 256 | | 418 |
| QVC Style | 256 | | 418 | |
| Handystar TV | | 256 | | 418 |
| 1-2-3.tv | 256 | | 418 | |
| Anixe + | | 256 | | 418 |
| TLC | 256 | | 418 | |
| SIXX | | 256 | | 418 |
| Disney Channel | 256 | | 418 | |
| QVC | | 256 | | 418 |
| Handystar TV HD | 256 | | 426 | |
| Channel 21 HD | | 256 | | 426 |
| QVC Style HD | 256 | | 426 | |
| BILD HD | | 256 | | 426 |
| Servus TV | 256 | | 450 | |
| Welt der Wunder | | 256 | | 450 |
| Anixe HD | 256 | | 458 | |
| HSE24 HD | | 256 | | 458 |
| QVC HD | 256 | | 458 | |
| Nicer Dicer TV | | 256 | | 458 |
| Eurosport 1 | 256 | | 466 | |
| HSE24 extra | | 256 | | 466 |
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| EURONEWS FRENCH | 256 | | 466 | |
| Bibel TV | | 256 | | 474 |
| QVC | 256 | | 474 | |
| QVC2 | | 256 | | 474 |
| Genius exklusiv | 256 | | 482 | |
| Comedy-Central Austria | | 256 | | 482 |
| NICKELODEON AT | 256 | | 482 | |
| DELUXE MUSIC | | 256 | | 482 |
| TLC Austria | 256 | | 482 | |
| Immer etwas Neues TV | | 256 | | 482 |
| pearl.tv Shop | 256 | | 482 | |
| Channel 21 Shop | | 256 | | 482 |
| FOLX MUSIC TELEVISION | 256 | | 482 | |
| MediaShop-Meine Einkaufswelt | | 256 | | 482 |
Radioprogramme via TV
ARD Radio Digital (20)
ARD Radio Digital (44)
DlfKultur
DLF
Dradio DokDeb
Dlf Nova egoFM
Klassik Radio
Jam FM
Rock Antenne
Sunshine Live
Antenne Bayern
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TV Angebot verschlüsselt M7
ProSieben MAXX HD MTV HD WELT HD RTLup HD TOGGOplus HD VOXup HD kabel eins HD TELE 5 HD NICK/CC+1 HD Sport 1 HD COMEDY CENTRAL HD SIXX HD RTL ZWEI HD DELUXE Music HD Disney Channel HD SUPER RTL HD RTL HD VOX HD SAT.1 HD ProSieben HD NITRO HD n-tv HD
Programmangebot Neukirch - Sortierung nach Frequenz
Symbolrate = 6900 / Stand 02.2022
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| RTL-Radio | | 96,0 |
|---|---|---|
| Radio PSR | 97,4 | |
| Antenne Brandenburg | | 98,6 |
| Hit Radio RTL | 100,6 | |
| Radio Lausitz | | 104,0 |
TV Angebot verschlüsselt Sky
Sky – Transponder auf 83
Sky – Transponder auf 75
Sky – Transponder auf 95
Sky – Transponder auf 69
Sky – Transponder auf 79
Sky – Transponder auf 99
Sky – Transponder auf 65
Sky – Transponder auf 67
Sky – Transponder auf 81
Sky – Transponder auf 47
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Auf Grund des sich ständig ändernden Sky Angebotes, verzichten wir auf eine Einzeldarstellung der Sender.
Alle für Kabelnetze verfügbaren Sky-Senderpakete sind eingespeist und unter den oben genannten Frequenzen empfangbar.
Weitere Details erfahren Sie direkt über www.sky.de. | <urn:uuid:8461ea56-6b43-4705-a6f6-d31162d46b65> | HuggingFaceFW/finepdfs/tree/main/data/deu_Latn/train | finepdfs | deu_Latn | 5,927 |
IL SOLE 24 ORE | In Italia serve il consolidamento, cruciale il ruolo del private equity (1/2)
07/07/2021
IL SOLE 24 ORE | In Italia serve il consolidamento, cruciale il ruolo del private equity (2/2)
07/07/2021 | <urn:uuid:b6dfb763-3ced-49d3-b06e-faca85e5e90a> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 214 |
The merchant of Venice
How commercialism corrupted Canaletto
PROFILE
Virtuoso Jordi Savall on blurring traditional boundaries W3
FASHION
Put your best foot forward in search of the perfect shoe W5
CULTURE
Potter Kate Malone returns home for her first solo show W16
Good things in small packages
Design company Infiniski pushes recycling to its architectural limit with eco-friendly homes
By WILLIAM BOSTON
Who says inexpensive has to look cheap? In this economy, even well-heeled consumers are searching for bargains on, say, a second home, or even a new home that combines unique design and ecological sustainability at a reasonable price. And while such an abode may cost less, it certainly shouldn’t look like a cheaply built-outfit.
That was the idea behind the formation in 2008 of a tiny company in Spain, called Infiniski, which is building a series of prefabricated homes out of completely recycled material at a price that aims to leave the conspicuous out of consumption. In these times of rebuilding budgets, when homes to new owners, small is the new big statement. “Our designs are affordable,” says Juliette Frey, a co-founder of Infiniski, who is based in Madrid, Spain and Santiago, Chile. “But they are also innovative, individual, and target the person who wants sustainable architecture with style.”
Infiniski designs are based on what could be called a building-block approach. The basic structure of each house is created out of recycled shipping containers. Maritime containers can be seen around the world on every construction site, as temporary storage units, and as a kind of makeshift offices. In some cases, homes are made of pre-fabricated steel or wooden structures, but Infiniski has taken the idea further than a kind of update on the Bauhaus box concept, where the simplicity of the space makes an attractive and usually affordable alternative to seemingly endless renovation.
While affordable and reliant upon industrial construction methods, Infiniski’s homes are not designed for the masses. “Each home is unique,” says Ms. Frey. The typical buyer of an Infiniski home, she says, is what the French refer to as “bobo”—a middle-class, 30-something who earns well and aspires to own a home that redefines luxury and also reflects his lifestyle needs and a commitment to reducing one’s environmental impact on the environment. “In most cases these are people who are becoming affluent but start out to an alternative lifestyle. They do not want to live a normal life,” says Ms. Frey.
The homes are designed by Spanish and Colombian architects Jaime Garcia and Marcelo Guevara, the team behind the James & Mau architectural firm in Madrid. The pair specialize in ecological design using natural materials, recycled materials such as shipping containers, railroad ties, wooden pallets, aluminum, and even glass bottles. By the time of its design, each house must be different. In addition to using ecological building materials, Infiniski also employs what it calls a bio-climate approach, meaning that each home’s form and position is adapted to its energy needs in its specific natural surroundings.
Anyone who has vacationed or lived in southern Europe in the summer months has probably spent some time in a traditional house, with thick walls and shutters on windows that are often closed during the hot hours of the day to keep the sun and the heat out; Mr. Garcia calls this vernacular architecture, the way traditional housing developed historically in the specific environment. Infiniski takes vernacular traditions and applies new technologies, so-called organic technologies, that aim to make the home more a part of its environment than conventional home construction allows. “We apply technology to make your house like an organism in nature,” Mr. Garcia says, “that, like a flower or a tree, responds to changes in the climate and can also take advantage of them.” He continues:
Casa Manifesto, a 160-square-meter home in Chile that uses three de-commissioned maritime shipping containers for its basic form, is a remarkable achievement in alignment with such design concepts. One container is sliced to open the space, providing room for glass walls that let in natural light. The remaining containers are laid across the site like a bridge to create an upper level. The original wooden floors of the container have been refinished, along with exterior cladding from recycled materials. Through its design, positioning, and the use of alternative energy systems, Infiniski says Casa Manifesto provides 70% of its own energy needs.
Why isn’t such an eco-friendly house completely self-sufficient? “Efficiency is provided from the power grid, it still is a lot of effort. Giant than local windmills or solar systems that power individual homes,” says Mr. Garcia. “So we are not one hundred percent off the power from the grid unless the house is being built in a remote area where there is no grid.”
There are other advantages of using retired shipping containers and other forms of pre-fabrication—a practice common in the U.S. but rare in Europe. The biggest advantage is the construction speed and cost. A typical Infiniski house can take just two months to build from start to finish, compared to as long as a year for a typical Spanish home. And the cost of about €400 per square meter can be up to 50% less expensive than a conventional home of an equivalent size. The typical Infiniski house is about 150 square meters, which puts the cost at about €55,000.
There is also a downside. As a single central box, unlike the quaint adobe cubicles found in the American Southwest, where traditionally climate determined the architecture, the container has no thermal mass. “We have to spend a lot of time and energy using technology to compensate for the negative characteristics of the container,” says Mr. Garcia.
That is why the notion of organic technology comes in. Casa Manifesto, for example, uses a system of wooden pallets that form a kind of secondary skin and function as insulation, which can be raised up from the hot Chilean sun in the summer. In winter, the pallets can be lifted back to allow the sun to warm the interior of the house and generate heat, which prevents the warmth inside the house from leaking outside. In some homes, the ceiling is made of recycled wood pallets but from wood from certified sustainable forests. Warm water is provided through solar panels. Another factor in creating the home’s atmosphere is the heat it warms a winter and cool in summer, made of newspaper. In this case, the paper is not recycled, but is a by-product of the Chilean national newspapers. The paper is then blown into the walls of the house. This paper insulation is provided by Woodland, who specialize in such organic products.
So far, Infiniski has built homes in Spain and Chile, but the company is working on a broader distribution model. Ms. Frey says her idea is to create kits that would allow homeowners to assemble their own ready-order designer homes. | <urn:uuid:b66217a8-0986-498f-a5a4-c5f57397787a> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 7,041 |
DECLARAȚIE
privind politica integrată calitate – mediu a Directorului General al C.N. Administrația Porturilor Dunării Maritime S.A. Galați
Succesul durabil al societății noastre este rezultatul capabilității de a îndeplini pe termen lung și în mod echilibrat, printr-o abordare bazată pe managementul calității și al mediului, a obiectivului fundamental al C.N. APDM S.A. Galați – administrarea și exploatarea eficientă a infrastructurii portuare, proprietate publică a statului roman, asigurând servicii publice portuare la standarde europene.
Având în vedere experiența și realizările companiei noastre, conștient fiind de avantajele aplicării unui management modern și performant, am decis și declar, în calitate de Director General, să aplic cu responsabilitate, transparentă, eficientă și eficacitate politica integrată de calitate–mediu, în conformitate cu cerințele standardelor SR EN ISO 9001 și SR EN ISO 14001, prin:
- adoptarea unei abordări bazate pe proces în menținerea, îmbunătățirea și funcționarea eficace a sistemului de management al integrat, în scopul creșterii satisfacției clienților noștri;
- respectarea principiilor privind transparența administrativă și decizională;
- menținerea sub control și îmbunătățirea performanțelor individuale ale le personalului;
- implementarea eficace a practicilor privind managementul riscului;
- creșterea implicării active a întregului personal.
Pentru îndeplinirea cu succes a angajamentelor asumate vom lucra în principal pentru promovarea și ducerea la îndeplinire a obiectivelor care stau la baza politiciei de mediu:
- îmbunătățirea gestionării deșeurilor preluate de la nave și rezultate din activitatea proprie;
- reducerea consumurilor de materii prime, materiale;
- reducerea cantitativă a deșeurilor produse de companie;
- punerea în aplicare a principiilor privind managementul energiei.
Ne vom conforma cerințelor legale în vigoare și altor cerințe la care organizația a aderat, astfel încât să desfășurăm procesele operaționale în siguranță și vom acționa responsabil în scopul prevenirii și reducerii poluării factorilor de mediu, conservării resurselor energetice și de materii prime, îmbunătățirii permanente a performanței noastre de mediu.
Mă angajez să asigur resursele necesare menținerii și îmbunătățirii continue a sistemului de management integrat calitate-mediu și să susțin prin angajament și participare personală acest proces, astfel încât prin aplicarea sistemului să asigurăm strategia de sustenabilitate corporativă și performanța, dezvoltarea durabilă la nivel local, regional, național și internațional.
Toți angajații sunt răspunzători să își asume în mod activ realizarea strategiei și politiciei companiei noastre în domeniul calității și mediului.
Data: 23 noiembrie 2015
Director General,
Luigi Marius CIUBREL | <urn:uuid:e21c78e4-7301-4e4f-8aec-6416c3e12a3d> | HuggingFaceFW/finepdfs/tree/main/data/ron_Latn/train | finepdfs | ron_Latn | 2,818 |
Ofsted update 3 June 2019
Schools inspected since last committee 2019
Snapshot from 3 June 2019
National figures as at end of April 2019
Overview of School Ofsted Outcomes
Overview of Early Years Ofsted inspections
* 97% of childcare providers on the Early Years Register in Brighton & Hove were judged good or outstanding on 31 December 2018. This is above the figure of 95% in England and 96% in the SE.
* A high percentage of settings are judged as outstanding in Brighton & Hove, well above national and local outcomes:
- 31% outstanding (B&H), 23% (South East) and 20% (England).
* Since December 2018:
− Three settings have remained as outstanding
− Two settings have improved from requires improvement to good
− Three settings have remained as good
− One setting has improved from inadequate to requires improvement
− One setting has moved from outstanding to requires improvement.
EY Ofsted inspections since February 2019
Inspections of all Ofsted registered early years settings (31 December 2018) | <urn:uuid:d8cb8ccc-20af-4de9-861e-8cb49d9dd4a0> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 1,017 |
MAGYAR PSZICHOANALITIKUSOK PÁRIZSBAN IV.
LACAN ÉS A MAGYAR PSZICHOANALITIKUS ISKOLA *
François Sauvagnat
Bevezetés
Sokan vélekednek úgy, hogy a második világháború után a magyar pszichoanalitikus irányzat sokat vesztett jelentõségébõl. Egyrészt feloldódott a nyugat-európai és az egyesült államokbeli pszichoanalitikus iskolákban, a különbözõ meglévõ irányzatokat gazdagítva, másrészt ugyanakkor rejtettebb formában, de továbbra is invenciózusan fennmaradt Magyarországon Hermann Imre munkásságának hatása alatt. E tekintetben természetesen nem hiányoznak a kiváló alakok, s megmaradtak a magyar pszichoanalízis sajátosságai is. Ezek a kérdések újrafelvetésükkel gazdagítják a gondolkodást, olyan légkörben, ahol az énpszichológia elméletei világméretekben elterjedtek. A gondolkodást azzal is gazdagabbá teszik, hogy elõtérbe helyezik az én ellenállásának fogalmát, amelyet Fenichel dolgozott ki, s olyan technikákat részesítenek elõnyben, amelyek azt célozzák, hogy megerõsödjék az én belátási képessége, ami úgy értendõ, mint egy eredendõen nem konfliktusos zóna (Hartmann). Említsük meg, hogy ez a mozgalom nem kerülte el a támadásokat. Gondoljunk a chicagói iskola sajátosságaira, a felettes-én analízisére való összpontosítástól a megszakított terápiára tett javaslatokig, amelyeket Alexander és French dolgozott ki; gondoljunk a fokális terápiák módszerének kidolgozására, amely Bálint és tanítványai nevéhez fûzõdik. Íme két példa, amely azt mutatja, hogy a magyar iskola továbbra is határozott eredeti-
* „Quelques débats théoriques entre le courant psychanalytique hongrois et le courant lacanien." Tanulmányát a szerzõ kéziratban bocsátotta rendelkezésünkre.
ségrõl tett tanúbizonyságot. Viszont kevés munka értékelte azt, hogy mi a sajátossága a magyar iskola hatásának Franciaországban vagy a frankofon országokban, ahol a lacani irányzat egyre növekvõ jelentõségre tett szert.
E cikkben röviden bemutatjuk, hogy a magyar iskola bizonyos sajátosságai mely pontokon találtak kedvezõ fogadtatásra ebben a francia áramlatban. Szólunk arról is, hogy Ferenczi Sándornak és tanítványainak bizonyos elképzelései és sajátos problémafelvetései miként találhattak visszhangra Jacques Lacan (1901–1981) munkásságában, s amelyek végül beépültek abba az elméleti korpuszba, amelyet Lacan fokozatosan dolgozott ki. Tegyük hozzá, többször hallottuk kollégáktól: Jacques Lacan mennyire szorgalmazta, hogy Ferenczi mûvei megjelenjenek franciául. Szeretnénk pontosabban körvonalazni ennek az érdeklõdésnek a természetét, és azt, hogy miként magyarázták Párizsban a budapesti mesternek és közvetlen tanítványainak munkáit.
Hivatkozások Ferenczi Sándorra Jacques Lacan doktori értekezésében (1932)
Legelõször is meg kell állapítanunk, hogy Jacques Lacan elsõ munkáitól kezdõdõen – és kivált doktori értekezésében – felhasználja Ferenczi életmûvét. Lacan kidolgozott egy paranoiaelméletet, amely egyszerre pszichogén, és a freudi követelményrendszernek megfelelõen levezethetõ az ösztönelméletbõl, ugyanakkor figyelembe vesz német nyelvû munkákat, melyek a pszichotikus folyamatokról szólnak. 1 Jacques Lacan ebben a korszakban csak kevés pszichoanalitikust idéz, hivatkozásait elsõsorban Kretschmer munkáiból meríti, de Ferenczi is elõkelõ helyen áll. Így egy Aimée nevû páciens apakomplexusával kapcsolatban felhasználja az „A homoszexualitás jelentõsége a tébolyodottság kórtanában" 2 címû cikket.
1 A német és francia pszichiátria Jacques Lacan munkáira gyakorolt hatásáról lásd jelen szerzõ munkáját: „On the Lacanian treatment of psychotics: historical background and future prospects". In: Psychoterapy of schizophrenia and related states. Nemzetközi konferencia. Menninger Clinic, Topeka, Kansas, 1994. június 7–10. Lásd még: „Bedeutungseffekte in den Psychosen". In: Hofman, W.–Schmitt, W. (szerk.) (1992): Phänomen, Struktur, Psychose. Regensburg: S. Roderer Verlag.
2 Ferenczi S. (1911): A homoszexualitás jelentõsége a tébolyodottság kórtanában. In: Linczényi Adorján (szerk.) (1982): Lelki problémák a pszichoanalízis tükrében. Válogatás Ferenczi Sándor tanulmányaiból. Budapest: Magvetõ. 96–123.
(Aimée esetét elemzi az értekezésben.) A fiatal Lacan ebbõl a komplexusból meríti a „homoszexuális erotománia" fogalmát (a kifejezés egy csapásra megmutatja Lacan tartózkodását a Clérambault kidolgozta leszûkített elmélettõl). A „homoszexuális erotománia" Aimée-t egészen a gyilkossági kísérletig vezeti el. A páciens misztikus jellegû elaborációit Lacan Ferenczi Sándor „Néhány klinikai megfigyelés paranoiás és parafreniás betegeken" 3 címû cikkének fényében vizsgálja meg. Ferenczi cikke 1932-ben jelent meg franciául is a Revue Française de Psychanalyse-ben; a cikk elõtérbe állította sok paranoiás és paraphreniás (illetve dementia praecoxban szenvedõ beteg) vonzódását a metafizika és a vele határos tudományos tanok iránt. Miközben a pregenitális fixációkat – amelyekbõl végsõ fokon az üldözési zavarokat eredeztetik – Karl Abraham munkáinak fényében tárgyalja Lacan, nem mellõzi a fejlõdési stádiumok eltérését sem, amely Abraham híres munkája, a Versuch einer Entwicklungsgeschichte der Libido vet fel; ezt idézi Lacan az Internationaler Psychoanalystischer Verlag 1924-es kiadása nyomán. 4 Látni fogjuk, hogy Lacannak ez az érdeklõdése továbbra is fennmarad a budapesti iskola, elsõsorban a kezdeti fejlõdési szakaszok kutatása iránt, miközben elég gyorsan módosul ama törekvések révén, amelyek a gyógymód irányára vonatkoznak.
Az ösztönök státusának kérdése
Ha félretesszük Jacques Lacan pszichiátriai mûvét, s érdeklõdésünket afelé fordítjuk, amit analitikusként dolgozott ki, magától értetõdõen föl kell idéznünk az ösztönök státusának kérdését, amely különös fogadtatásban részesült. Miközben az analitikus irányzatok nagy része Karl Abraham hatására „genetikus" koncepciót dolgozott ki, Jacques Lacan, amikor föllép a pszichoanalitikus elmélet terén, bírálja az ösztönök elméletét, mint amely biológiai redukcionizmusnak ad helyt, és úgy véli, a kifejezést az
3 Ferenczi S. (1919 [1914]): Néhány klinikai megfigyelés paranoiás és parafreniás betegeken In: Ideges tünetek keletkezése és eltûnése és egyéb értekezések a pszichoanalízis körébõl. Második kiadás, Dick Manó. 51–58.
4 Lacan, Jacques, id. mû 258. old.
„imágóval" 5 kell helyettesíteni. Eközben olyan dialektikát vezet be, 6 amely alkalmas arra, hogy adekvátan írja le azokat a bonyolult kölcsönhatásokat az egyén és a társadalmi adottságok között, amelyektõl az egyén függ. Az ösztönöknek ez a „leértékelése" továbbra is fennmarad, amikor Lacan a születõ kibernetika hatására szétválasztja a pszichés aktivitás két alapvetõ területét: a szimbolikusat (melybõl az interszubjektivitás különös módját eredezteti) és az imagináriust. Az ösztön problémakörét az imaginárius rendjében helyezi el, anélkül, hogy különösebben megkülönböztetné azt a tükörben látható képtõl.
Ekkor kerül szembe Bálint Mihály elképzelésével. Bálint ugyanis szintén lendületes támadást intézett az ösztönök freudi elmélete ellen.
Bálint a „Kritikai megjegyzések a libidó pregenitális szervezõdésének elméletéhez" címû cikkében (1935) 7 éppen azt bírálta, hogy megpróbálják párhuzamba állítani az ösztönök fejlõdését (orális, anális és genitális részösztönök) és a szeretet típusait (orális, anális és genitális). Bálint úgy véli, egy ilyen párhuzamosság elméletét valójában megzavarja egy kiegészítõ periódusnak a leírása: e fejlõdés kezdetén egy korábbi perverz polimorf stádium. Továbbá Freud a tárgykapcsolat két megelõzõ stádiumát írja le: az autoerotikáét, amelyet nem tárgyiként mutat be, és a nárcizmusét, melyhez hozzáfûzi „a libidó infantilis genitális szervezõdésérõl" szóló elméletét.
Mindez egyszerre koherencia- és idõprobléma, amennyiben lehetetlen elválasztani például az orális tárgykapcsolatokat az autoerotikától. Karl Abraham ment a legmesszebb – emlékeztet Bálint – abban a próbálkozásban, hogy párhuzamba állítsa a szeretet fejlõdését és az ösztönöket; Ferenczi megpróbálta követni õt a valóság erotikus érzékelésének fejlõdésérõl szóló elméletében.
Bálint tehát jobban összefüggésbe akarja hozni ezeket az alapvetõ kérdéseket, arra összpontosítva, amit a tárgykapcsolat („tárgyerotika") fejlõdésének nevez, ez lehetõvé teszi, hogy feltételezzen egy elsõ stádiumot, amelyben szeretet és ösztön az eredeti passzív szeretetkapcsolat köré egyesül. El-
5 Három alapvetõ imágótípust ír le, az elsõ az elválasztásnak felel meg, a második a tükör stádiumnak, a harmadik az Ödipusz-komplexusnak.
7 Zur Kritik der Lehre von den prgenitalen Organisationen der Libido. In: Internationale Zeitschrift für Psychoanalyse, 21: 525–543.
6 Alapvetõen Alexander Koje`ve elõadásának hatására: az „úr és rabszolga dialektikája" Hegelnél A szellem fenomenológiájában.
gondolása a következõ: a neurotikus patológia eredete nem annyira egy traumából vagy egy ösztönprobléma egyszerû betörésétõl származik, mint inkább egy zavarban gyökerezik, az „ártatlan" primer passzív szeretet elárulásában. Szerinte ez kezdetben uralkodik a gyermek életén. A „Farkasember" esetében például a gyermek kezdetben teljesen ártatlanul játszik genitális szerveivel, amikor a kasztrációs fenyegetés úgy szakad rá, mint derült égbõl a villámcsapás. Szexuális élete ekkor visszaesik a pregenitális szakaszba.
Bármekkora legyen is az a mélység, amelynél az analitikus megfigyelés és technika segítségével behatolhatunk egy ember életének történetébe – következtet Bálint –, „mindig és kivétel nélkül találunk tárgykapcsolatot". A jutalmazó kielégülés autoerotikus formái vagy ártalmatlan játékot, vagy kompromisszumképzõdményt jelentenek. Az analízis megmutatja, hogy az autoerotikus formák vigasztaló vagy kihívó mechanizmust jelentenek, vagy tárgyvesztés, vagy a tárgyak elõidézte konfliktus folytatásaképpen. A tárgykapcsolatok elõtérbe helyezése tehát Bálint számára – amelyet Ferenczit követve vetett föl – lehetõvé teszi az ösztönök fontosságának viszonylagossá tételét (azt a felfogást, hogy a gyermekkor elsõ szakasza polimorf perverz, autoerotikus vagy narcisztikus), az olyan megfogalmazások következtében, mint az alábbi, amely véleménye szerint összefoglalja az alapvetõ gyermeki problémát: 8 „Kell, hogy szeressenek, mindig, mindenütt, minden módon, egész testemben, egész lényemben, mindenféle kritika nélkül, anélkül, hogy a legkisebb erõfeszítést kelljen tennem." Ez alkotja minden erotikus vágyakozás végsõ célját.
Bálint tehát azt javasolja, hogy az ösztönproblémákat a szeretet problémájába integráljuk; ezt egyesek némiképp redukcionistának vélhették az ösztönproblémák rovására.
Lacannál másfajta redukcionizmust találunk, olyan redukcionizmust, amelyben az ösztönök nyilvánvalóan az eltûnés felé tartanak. Így híres római elõadásában Lacan úgy véli, hogy a tüneteket sokkal kevésbé értelmezhetjük ösztönkonfliktusok eredményeiként, mint az adott szó be nem tartásának következményeiként (amelybõl a szimbolikus interszubjektivitás alapját dolgozta ki). Ez leggyakrabban az alany születése elõttrõl bevésõdik, számára ez örökség, adósság, melynek a tünete jelenti az óvást.
8 Bálint Mihály tanulmányát a szerzõ a francia kiadás alapján idézi. „Remarques critiques concernant la théorie des organisations prégénitales de la libido" In: M. Bálint (1972): Amour primaire et technique psychanalytique. Paris: Payot. 50 skk.
Lacan ebben a korszakban mindazonáltal fontosnak tarja, hogy megkülönböztesse az általa elõtérbe helyezett redukcionizmus-formát a Bálint által javasolttól. Így Lacan szemináriumában 9 Bálint Mihály elképzelésével vitázva fölteszi a kérdést, hogy vajon az interszubjektív kapcsolatban benne rejlik-e a perverzió; a kérdésre igenlõ választ ad. Az interszubjektív kapcsolatnak ez a jelenléte azonban minden perverziós esetben felismerhetõ a gyermek „polimorf perverziójában" is. Ez a hangsúlyosság egy interszubjektív kapcsolat szélsõséges formájában azután szemben áll Bálint elképzelésével: ez teljes mértékben passzív primer szeretet, „harmonikusnak feltételezett kapcsolattal, amely telíti a természetes vágyat".
Lacan úgy véli, nincs egyetlen perverz megnyilvánulási forma sem, amelynek struktúrája – minden egyes megélt pillanatában – ne maradna fönn az inerszubjektív kapcsolatból, ám az határpontként jelenik meg: valójában „a felismerés dimenziója szélsõséges formában jelenik meg benne". 10 Lacan azt mondja, hogy a szadisztikus kapcsolat csak annyira áll fönn, „amennyire a másik épp azon a határon van, hogy még alávetett maradjon". A szadisztikus kapcsolat a leggyakrabban azt foglalja magában, hogy „a partner beleegyezése meg van ragadva: szabadsága, vallomása, megaláztatása". Bizonyos esetekben egyébként a szadisztikus megnyilvánulások – amelyek korántsem erõszakos cselekedetekben játszódnak le – valójában csak abból állnak, amit „interszubjektív manõvereknek" nevezhetnénk: inkább a „kivitelezés küszöbén maradnak, játszva a várakozással, a másik félelmével, a presszióval, fenyegetésekkel." 11
Az interszubjektivitás tehát természetesen úgy jelenik meg, mint „a lényeges és megingathatatlan jelenség", de azért úgy, hogy az egyszersmind teret engedjen a részösztönök bizonyos autonómiájának. Ez a marginális autonómia mint ennek az „interszubjektivitásnak a határán" mûködõ adott; ezt Lacan bizonyos szadisztikus formák között írja le, arra is kitérve, hogy ez benne foglaltatik a gyermek polimorf perverziójában. Ám föltehetjük a kérdést: ez az autonómia kizárólag marginális-e az általa tekintett nézõpontból. Lacan, amikor a pszichózisról szóló elõadásában feltárja a paranoid élmény sajátosságait, kitart ama gondolat mellett, hogy a beteg még a „normális" interszubjektivitásban is megfordított formában kapja a
9 Lacan, Jacques, Le Séminaire, Livre I. 239. old.
11 Lacan, Jacques, id. mû, id. hely.
10 Lacan, Jacques, Le Séminaire, Livre I. 241. old.
Másik üzenetét, egy alapvetõ „te vagy" formában. Alapvetõ csalás található itt, melyben az interszubjektivitás „jóhiszemûsége" rosszra fordul, hiszen az interszubjektivitás alapvetõ formájának tétje abból áll, hogy a partnert olyan állításra bírja, amely rejtetten a beteg státust hozza létre, anélkül, hogy a Másik hozzájárulása nyíltan adott volna. A beteg ellenben akkor billeg a pszichotikus viszonyban, amikor egy ilyen rejtett hozzájárulás nem lehetséges.
Még ha Bálint Mihálynál és Jacques Lacannál kezdetben az ösztönök kérdésével kapcsolatban redukcionista nézõpontot találunk is, ez a látszólagos hasonlóság eléggé eltérõ nézeteket rejt. Bálintnál ugyanis a kiinduló helyzet egy „határtalanul szeretett lény", „teljes bizalommal", Jacques Lacan viszont az interszubjektivitásnak olyan különös változatát állítja fel, melyben a „valóságos" beteg a saját személyérõl csak szükséges csalásban nyer bizonyságot, mely csalás alátámasztására a Másik alakja szolgál.
Tehát mindkét részrõl az elõzetesen elképzelt Másik hipotézise szolgál támaszul a pszichoanalitikus kezelés eredeti felfogása számára, melynek a rokonsága egy csapásra megmutatkozik egy olyan perdöntõ kérdéssel kapcsolatban, mint az ellenállás elmélete.
Ferenczi és Bálint koncepciója mint érv az „analitikus ellenállásának" fogalma mellett
Az ötvenes évek elején Jacques Lacan „Freudhoz való visszatérésének" egy sajátságos aspektusa azt jelentette, hogy elõtérbe állítja azt a gondolatot, amely szerint a tudattalant – ami „úgy van struktúrálva, mint egy nyelv" 12 – nem folyamatos jelölõk uralják, ugyanúgy, mint a számítógépeket, amelyeket ebben a korban fejlesztettek ki. E jelölõknek szerinte ugyanaz a létezési módjuk, mint Edgar Allan Poe „Az ellopott levél" címû novellájának, az a folyamat, amely megpróbálja elrejteni, miközben csak bevallani tudja õket. A „páciens ellenállásának" fogalma – amelyet számos analitikus az én pszichológiájának nézõpontjából fejlesztett ki – Lacan szá-
12 Az ismétlés kiemelését Jacques Lacannak ebben az idõszakban a tudattalanról alkotott koncepciójában nyilvánvalóan párhuzamba kell állítani azzal a módozattal, ahogyan Franz Alexander mutatta a felettes ént, mint amelyet „merev automatizmus" irányít, Psychoanalyse der Gesamtpersönlichkeit címû munkájától kezdõdõen.
mára pontatlannak tûnt. Ebben az idõszakban felfogása afelé hajlik, hogy a páciens ellenállása helyébe az analitikus nem kellõ bölcsességét állítja, vagyis azt, hogy ellenállást tanúsít az analizált kifejezésmódjával kapcsolatban. Ez olvasható ki „Variantes de la cure-type" (A kezelési típus változatai) címû cikkébõl, amelyet az Encyclopédie Médico-Chirurgicale-ban tett közzé, hogy válaszoljon Maurice Bouvet egy cikkére („La cure-type") és tárgykapcsolat-elméletére. Ez a hosszú cikk – mely szinte egy teljes értékû pszichoanalitikus tanulmány – újra fölveti nemcsak Ferenczi koncepcióját, amelyet „a technika rugalmasságának" kérdésével kapcsolatban vetett fel, hanem azokat a kritikákat is, amelyeket a magyar irányzat dolgozott ki az analitikus képzés módozataival szemben. Kettõs törekvés ez, amely már Ferenczi írásaiban is uralkodó. Lacan, amikor újra elõveszi Freud tételeit, válaszul Ferenczinek az analitikus kezelés végérõl írott cikkére 13 („az analitikus a saját személyiségében általában nem éri el azt a normalitásfokot, amelyre pácienseit szeretné eljuttatni" – írta Freud „A befejezett és a vég nélküli analízis"-ben) fölveti annak kérdését, ami megkívántatik az analitikus személyétõl a kezelés végének érdekében. Ezzel közvetlenül fölidézi a magyar iskola által kidolgozott probléma egy fontos pontját, az analitikus ellenállásának analízise és az ugyanezen analitikus irányította kezelési módok kimenetele közötti kapcsolatot. Ez a pont Ferenczi tanítványai számára annál is inkább nyilvánvaló volt, minthogy a kezelés folyamatát mint introjekciós mozgást ragadták meg, feltételezve az analitikus lelki mechanizmusainak közvetlen hatásait a páciensre, jóval túl a „konstrukció" fogalmán, melyet Freud kiemelt. Lacan Ferenczinek „A pszichoanalitikus technika rugalmassága" 14 címû cikkére támaszkodik, és a következõ idézetet emeli ki belõle: „Utalok egy olyan problémára, amelyet eddig senki sem érintett, az analitikus lelki folyamatainak lehetséges metapszichológiájára az analízis során. Megszállásai egyrészt az azonosítás (analitikus tárgyszeretet), másrészt az önkontroll, illetõleg az intellektuális tevékenység között ide-oda ingáznak. A hosszú napi munka során, valójában soha és fantáziájában csak rövid pillanatokra adhatja át magát nárcizmusa és egoizmusa szabad kiélése élvezetének. Nem kételkedem, hogy ilyen, különben az élet-
13 Ferenczi Sándor, (1997 [1928]): Az analízisek befejezésének problémája. In: Technikai írások. Budapest: Animula. 48–56.
14 Ferenczi Sándor, (1997 [1928]): A pszichoanalitikus technika rugalmassága. In: Technikai írások. Budapest: Animula. 57–70.
ben alig elõforduló túlterhelés elõbb vagy utóbb az analitikus sajátos higiéniáját fogja követelni." 15 Lacan egy sor maximával áll elõ, melyek Ferenczit követve leírják „a valóságrendet, amelyet magában kell megvalósítani": 16 „a személyes egyenlet redukálása – a tudás második helye – uralkodás, mely tudjon nem ragaszkodni – elnézés nélküli jóság – a jótétemény oltárainak hiánya. Az egyetlen megtámadandó igaz ellenállás: a közömbösségé (Unglauben) vagy a „nekem nagyon kevés" ellenállása (Ablehnung) – a rossz szándékok támogatása – a tudás igazi szerénysége" – mindegyik esetben arról van szó, hogy az „én elhalványul, hogy helyet adjon az interpretáció tárgypontjának". Márpedig az egész csak az analitikus személyes analízisétõl és annak végétõl kezdve nyerheti el erejét.
Ferenczi tehát szembehelyezkedik a különbözõ olyan eltévelyedésekkel, amelyek ágyat vetnek az „ellenállás" elméletének, amennyiben az ellenállás arra van felszólítva, hogy énellenállás legyen az énpszichológia számára. Lacan természetesen azok között van, akik leginkább visszahozták az ént, és meglepõ, hogy ebben a szövegben semmilyen kritikát nem fogalmaz meg. Ebben annak egyfajta megelõlegezését láthatjuk, ami késõbb Lacannál az analitikus helyének elõbbre hozása lesz, az analitikusénak mint a páciens „látszattárgya". Ugyanakkor Lacan úgy véli, Ferenczi elméletalkotása arra ösztönöz, hogy gondolkodjunk az analízis befejezésének kérdésén. Hangsúlyozza, hogy ez ugyanaz a kérdés, mint az analitikus cselekvését vezérlõ elveké.
Ugyancsak „Ferenczi autentikussági iskolájára" hivatkozva értékeli Lacan Bálint Mihály 17 munkáit, ellenpontként azzal a törekvéssel szemben, amely arra irányul, hogy újraformálják a páciens énjét az analitikus énjének segítségével. A Nemzetközi Pszichoanalitikus Egyesület többsége ezt javasolta. Lacan úgy vélekedik, hogy ha Bálint Mihály munkái a primer szeretet elmélete mellett teszik le a voksot, és a kettõs kapcsolat szenvedélyes aspektusára támaszkodnak (narcisztikus lelkesedés, leírhatatlan érzelem vagy épp ellenkezõleg, elkerülhetetlen agresszivitás), akkor ez azért van, mert semmiféle harmadik út nem jöhetett szóba az én meg nem fontolt elõtérbe helyezése kapcsán, az énnek, amely a „tudat"- vagy ellenõrzõ instancia, ami az analitikus irányzatban jött létre. Valójában az, hogy Bálint felis-
15 Uo. 68. old.
17 Uo. 347. old.
16 Lacan, Jacques: La direction de la cure", in: Écrits, Seuil, Paris, 341. old.
merte az énátalakítás alapjának szenvedélyes részét (ezt az alapot az amerikaiak nem konfliktusos zónaként fogják föl), Lacan szerint a „vágy meztelenre vetkõztetésére" szólít föl. Ami nem volna lehetséges, ha az analitikus fel tudta volna deríteni „halálhoz viszonyuló létét" [Sein zum Tode] a Heideggertõl kölcsönvett kifejezéssel, azonban ennek Lacan személyes intonációt adott: egy identifikációkon túlinak a felkutatását. 18 Látjuk tehát, hogy Lacan azt a kritikát használja föl, amelyet a magyar irányzat alkalmazott az ortodox irányzattal szemben, s azért teszi ezt, hogy egy „harmadik utat" mint a vágy aszkézisének egy útját javasolja az ötvenes évek végén.
A primer szeretet, a „nem kívánt gyermek" és a Másik iránti vágy
Ferenczi Sándor „A nem kívánt gyermek és halálösztöne" (1929) címû cikkében 19 a negatív terápiai reakció elméletét vetette föl, mely annál is érdekesebb, minthogy a lacani irányzaton kívül utóbb csak ritkán veszik elõ. Ez a cikk egy Ernest Jonesszal folytatott párbeszédbõl ered (akinek „Hidegség, betegség és születés" címû cikke (1923) Ferenczi „A valóságérzés fejlõdésfokai és patologikus visszatérésük" címû cikkére [1913] 20 válaszolt). Ferenczi Trotter, Stärcke, Alexander és Rank munkáit felhasználva a hidegségben való megmaradás tendenciát az elsõ gyermekkor traumatikus benyomásaira, rossz érzéseire vezeti vissza, amelyeket akkor érez a gyermek, amikor kiszakítják az anyai környezet melegségébõl. Szerinte ez a traumatizációt újra átéli szüntelenül. Ferenczi úgy véli, hogy az élet az életés halálösztön elegyedése. Ferenczi különbözõ gyermekeseteket idéz, amelyek drámai funkcionális zavarokat mutatnak (torokgörcs, étkezési zavarok, pszichoszomatikus zavarok). Ezeknek a gyermekgyógyászatban gyakorta tapasztalt eseteknek az a jellegzetességük – állítja Ferenczi –, hogy „családjukban nem szívesen látott vendégek voltak".
18 Annak ellenére, hogy Lacan különbözõ idézeteket vett át Heideggertõl, Heidegger soha nem ismerte el mûvének ily módon történõ használatát. Gion Condrau szerint az egyetlen pszichiáter, aki Heidegger segítségét élvezte, Medard Boss volt, Dubois de Berne tanítványa.
20 In: Lelki problémák a pszichoanalízis tükrében. Válogatás Ferenczi Sándor tanulmányaiból. Budapest: Magvetõ, 1982. 124–146.
19 Das unwillkommene Kind und sein Todestrieb. In: Internationale Zeitschrift für Psychoanalyse 1929, XV., 149–153; Bausteine III., 446–452.
Az egyikük olyan anyának volt a tizedik gyermeke, akit munkája túlterhelt; egy másik olyan apának volt az utódja, akit halálos betegség támadott meg, és nem sokkal késõbb meg is halt. „Az anyánál a türelmetlenség tudatos és tudattalan jeleit vették észre, és életakaratuk megtört" – jegyzi meg a budapesti analitikus. Ilyenkor a legkisebb alkalom elég ahhoz, hogy föltámadjon bennük a halálvágy, még ha azt erõs akarati feszültség egyenlítette is ki. Gyötri õket a pesszimizmus, a szkepticizmus és a bizalmatlanság. Szenvednek a passzív gyengédség iránti vágytól (melyet nem kaphattak meg), a munkakedv hiányától, hogy nehéz fenntartaniuk a folyamatos erõfeszítést. Az ilyen jellegû megfigyelésnek – véli Ferenczi – mérséklõ hatással kell lennie arra, amit az ifjúságról a leggyakrabban írnak: egy elfogadott nézet szerint az ifjúságot fõképpen az életösztön jellemzi, és az az elõrehaladottabb kor elérésével a nulla pontra érkezik.
Ám valójában – tiltakozik Ferenczi – a méhen belüli és kívüli életben csak akkor van kibontakozás, ha az embrió és a gyermek kedvezõ védõfeltételekkel találkozik. Ez Ferenczit olyan megfogalmazáshoz vezeti el, amely igen közel áll Sigmund Freudéhoz (az életösztöntõl különbözik a halálösztön, amely a legalapvetõbb, minthogy tehetetlenség jellemzi), ám az életösztön természetesen teljesen átitatódik a primer szeretetre vonatkozó Ferenczi-féle elképzelésekkel. Ferenczi úgyszólván nem akar mást látni a Másikban, mint olyan instanciát, amelyrõl feltételezi, hogy várja és fenntartja a beteg vágyát. A Másiknak – véli – bizonyságot kell nyújtania a gyermek számára, hogy élnie kell; vagy még inkább a Másiknak valamiképpen magára kell vennie a gyermek által érzett külsõségi érzést. „A gyermeket – írja – csodálatos szeretettel, gyengédséggel és gonddal arra kell rábírni, hogy bocsássa meg a szüleinek, hogy világra hozták, anélkül, hogy kikérték volna a véleményét. [...] A csecsemõ még sokkal közelebb van az individuális nem-léthez, melytõl nem távolodott el az élettapasztalat révén." Életereje – véli a budapesti analitikus – „kezdetben nem túl erõs; a tapintatos neveléssel megerõsödik".
A szeretet e Másikának struktúrájától akarja megkülönböztetni Ferenczi a különbözõ típusú neurózisokat, attól függõen, hogy a trauma milyen korai. E cikkben úgy véli, hogy az „endogén" neurózisok (ez nagyjából annak felel meg, amit mi pszichoszomatikusnak neveznénk) különbözõ traumáknak felelnek meg.
Bárhogy van is, Ferenczi úgy tekinti, hogy ennek a következménye a „technika rugalmassága" kell, hogy legyen. Ilyen páciensekkel, úgy látta,
egyre csökkenteni kell a páciensek (analitikus) munkaképességével kapcsolatos követelményeit. Az ilyen típusú emberek esetében a „pozitív életösztön" újbóli bevezetésével fontos megengedni a páciensnek, hogy néha gyerek legyen, hogy „élvezze a gyermek felelõtlenségét". A frusztráció követelményének (a legalapvetõbb szabályénak) csak késõbb jön el az ideje. Ezek a javaslatok szerinte nem összeegyeztethetetlenek azzal, mit „az ellenállás leépítésének" nevez.
E szeretetre tett javaslat – egy elõzetesen elképzelt Másikra vonatkozóan –, mely igazolja az õ helyét a világban, összemérhetõ-e a „klasszikus" freudi pozícióval, amely szerint a neurózisok kialakulásában a szexualitás a legfontosabb tényezõ? Ferenczi válasza árnyalt. Mindenekelõtt megjegyzi, hogy a gyermek erotikája a mindenütt jelenvalósága miatt arra törekszik, hogy észrevétlen maradjon. Csak egy második korszakban válik észrevehetõvé, amikor ez a kezdeti rejtõzködés bomlásnak indul. Másrészrõl azonban ugyanez elmondható a „a korán megtanult élet utálatáról" is. Bizonyos esetekben csak viszonylag késõn fejlõdik ki, az „Ödipusz-konfliktus harcai és a genitalitás során", ami azt jelenti, hogy olykor csak egy szexuális tematikán keresztül válik olvashatóvá.
Ferenczinek ehhez a cikkéhez Jacques Lacan kommentárt fûz „A szorongás" címû elõadássorozatában (1962–1963), 21 amelyben fölidézi a különösen tartós depressziókat, amelyek az egyes betegek által érzett bizonyossághoz kapcsolódnak, s amelyeket a Másik csak elhárítani akar. A beteg ebben az esetben gyakran úgy érzi, hogy visszatérõ öngyilkossági kísérletre van kényszerítve. Ez a rövid jegyzet nincs arányban Lacannak az érdeklõdésével, amellyel ebben a korszakban „a Másik iránti vágy" felé fordult, aminek Ferenczi kétségkívül az elõfutára. Az ötvenes évek végén ez a kérdéskör jelentõsen kibontakozik Lacan mûvében, és egy olyan tárgyra összpontosul, amely ennek a vágynak egyfajta „jele". Ebben a korban Lacan megpróbálta integrálni a Winnicott által kidolgozott, az anyától elválasztó áttételi tárgyat és a „szorongásjelzés" problémáját, amelyet Sigmund Freud dolgozott ki „Gátlás, tünet és szorongás" címû munkájában.
A Jacques Lacan által kidolgozott elképzelés szerint az alapvetõ tárgy már nem ösztöntárgy – ezt az elképzelést már Ferenczinél is megtaláljuk –, hanem képzeletbeli tárgy, amelynek ki kell mutatnia a Másik iránti vágyat.
21 Ferenczi Sándor (1982 [1929]): L'enfant mal accueilli et sa pulsion de mort. In: Psychanalyse, 4. kötet. Paris: Payot.
Valójában az az eljárás, ahogyan Jacques Lacan e Másik iránti vágyat vizsgálta, eléggé eltávolodott Ferenczinek vagy Bálintnak a primer szeretetrõl alkotott felfogásától, mert számára a Másik iránti vágy általában valami olyat jelentett, ami eláraszt, szorongást okoz. Az alapvetõ kérdés – vélte Lacan –, az, hogy megtudjuk, vajon ez a Másik iránti vágy teret enged-e egy kettõs folyamatnak. Egyfelõl identifikációnak a szülõi Másik jelentõi alatt, másfelõl szeparációnak, amelyet ez a Másik ural, föltételezve, hogy ez utóbbi nem teljes (Lacan kifejezésével „elzárt"), és hogy ez a nem teljesség lehetõvé teszi a beteg számára, hogy egyfajta képzeletteret találjon magának. Valamiképpen az a fajta Másik, amely képes a „nem kívánt gyermekre", úgy tûnik, csak egyfajta szeparációt enged meg: valóságos szeparációt: a betegséget, a destrukciót, az öngyilkosságot.
A viszontáttétel kritikájától az analitikus vágyáig
Amikor Lacan az elfojtott jelentõkre összpontosított áttételelképzelés mellett foglal állást, ez a kezelés irányában a viszontáttétel szerepének alulértékelését eredményezi. Tudjuk, hogy az ilyen alulértékelés – amelyet a legtöbb klasszikus analitikusnál megtalálunk (közöttük Melanie Kleinnél és Winnicott egyes cikkeiben) – az analitikus fantáziatevékenységével, sõt a cselekvésbe való átmenet kockázatával szembeni bizalmatlanságra épült. Ferenczi Sándor álláspontját sokáig úgy értelmezték, mint annyiban szélsõséges álláspontot, amennyiben a budapesti mester szerint az áttétel analízise nem kivihetõ, ha nem a viszontáttételbõl mint pozitív tényezõbõl indulunk ki. Freud a tízes években írott cikkeitõl kezdve mégis kitartott amellett, hogy a viszontáttétel mint ellenállási tényezõ fontos lehet. Ettõl kezdve megkövetelhetõvé vált, hogy maguk az analitikusok is menjenek át analízisen, amint azt Ferenczi is kívánta, ahogyan végül Sigmund Freud ajánlotta, hogy folyamatosan többször is analizálják õket.
Így a „Beavatkozás az áttételbe" címû írásában Lacan úgy vélekedik, hogy Freud a Dóra-eseténél – miközben páciensének orális fixációira összpontosít, és azt vizsgálja, hogy Dóra nem tesz mást, mint eltitkolja az apai képre való fixációját – engedett „elõítéletei terhének", amidõn nem vette tekintetbe a fiatal lány vonzódását egy homoszexuális tárgy iránt, amely kulcsot adott a vágyának, K.-nak. Úgy tetszik, Lacan – mûvének egy teljes részében a viszontáttételt képzeletbeli megragadásra vezetve vissza, a jelentõ tiszta dialektikájával szembeni ellenállásra – tisztán elkülöníti Ferenczi ajánlásait, aki számára a viszontáttétel az áttétel analízisének megkerülhetetlen aspektusát jelentette.
Viszont 1963-tól kezdve, amint kidolgozták a tárgynak mint a vágy okának („objet petit a") státusát, az analitikus helyzete új aspektust kapott, amelynek kiemelkedõ jelentõséget tulajdonítottak: megkerülhetetlenül tárgyként mutatkozik meg, ami valamiképpen csak megerõsítette azt, amit Ferenczi írt cikkében: „az analitikus kezelés befejezésének problémáját", „a páciens szüntelenül teszteli az analitikust annak minden porcikájában".
Ez a fordulat attól kezdve történik meg, amikor figyelembe veszik azokat a vitákat, amelyek a viszontáttételrõl zajlottak az ötvenes években az Egyesült Államokban. Az a szerzõ, akire Lacan a leginkább támaszkodik, Lucia Tower, valójában rátalál Ferenczi egyes megállapításaira, még ha azokat nem idézi is.
Ferenczi a viszontáttételrõl szóló cikkében úgy vélte, hogy a viszontáttételnek – az áttétel mintájára – fázisokkal kell járnia: így létezik a „viszontáttétellel szembeni ellenállás" fázisa; az orvos csak akkor tudja uralni a viszontáttételt, amikor ez megoldódik. Általánosságban tehát szükséges a viszontáttétel, de „õrszemet kell állítani, aki riadót fúj". Csak akkor tudja szabadon engedni magát, amint azt az analitikus kezelés megköveteli. Ferenczi így írja le néhány pontban az analitikus kezelés követelményeit:
1. Engedjen szabad folyást az asszociációinak, fantáziájának, úgy engedje szabadon a tudattalanját, hogy megragadja a páciens tudattalanját.
2. Kritikai vizsgálat, átjárás egyikbõl a másikba, amit úgy minõsít, mint „oszcilláció"; ez a „pszichikai befektetések fontos mobilitását" teszi szükségessé.
Lucia Tower a viszontáttételre a következõ definíciót javasolja: a viszontáttétel az analitikus áttétele a páciensre. Ezek a formák „elkerülhetetlenek, természetesek és gyakorta kívánatosak". A páciens áttétele és az analitikus viszontáttétele közötti interakció tudattalan szinteken „életfontosságú lehet – és talán mindig – a kezelés kimenetele szempontjából".
Tower úgy véli, hogy minden analitikusnál különbözõ erotikus viszontáttételes jelenségek vannak jelen, és ezek valószínûleg normálisak. Valójában – írja – meg lehet különböztetni az „ellenõrizhetetlen" viszontáttételt, amely ahhoz kötõdik, hogy egy analitikus nem eléggé távolra tolja analízisét, és hogy hagyja magát manipulálni páciense által, ezt Tower „kívánatos viszontáttételnek" nevezi. Ennek számos jellemzõje van: „a célt illetõen gátolt, nem megy
a cselekvésig, rendkívüli mértékben le van választva a páciensek erotikus áttételeirõl". Ez az álláspont igen közel állónak látszik ahhoz, amit Jacques Lacan javasol azzal kapcsolatban, amit így hív: az „analitikus vágya".
Tower azt javasolja, hogy sok, lehetõleg intenzív kezelésben – viszontáttételes struktúra alakulna ki – „viszontáttétel-neurózist" lássunk, „az áttételneurózis elkerülhetetlen és lényeges ellentettjét". Ez a kezelés folyamatában katalizátorként mûködik. Az analitikus az áttételneurózisból az érzelmi megértés hordozóját kapja.
Lucia Tower munkáiból Jacques Lacan lényegében elfogadja, hogy az analitikus leköti önmaga bizonyos részét, vágyát a kezelésben, amiben a páciens a saját vágyát csak mint egy másik vágy vágyát tudja elhelyezni. Ezt a kapcsolatot szorongás alapú kapcsolatként írják le, amennyiben a Másik vágya az emberi vágy alkotó ismeretlene. Ily módon az analitikus tárgyként avatkozik be azzal a kettõs jellegzetességgel, amelyet megvizsgáltunk: szorongástárgy és szeparációt lehetõvé tevõ tárgy. „Amiként megmutatkozik, ezzel a tárggyal van, lehet, kell, hogy legyen dolgunk, az áttétel kezelésének bizonyos szintjén".
Megállapítja, hogy minden egyes alkalommal, amikor egy analitikus megpróbálta „a kezelést elég távol attól a viszonytól, amelyben mint Másik veszünk részt azzal, aki az analízisünkben van, föl kell tennünk a kérdést: milyennek kell lennie ennek az »a«-hoz való viszonyunknak". Magában az áttételben tehát egyfajta hármas instancia van, „valami más ahhoz képest, amit az alany mutat nekünk". Az „objet petit a"-nak ez a hármas instanciája szorongás révén mutatkozik meg minden olyan esetben, amelyet azok az analitikusok írtak le, akik megpróbálták elméleti formába önteni a viszontáttételt: Lucia Tower, Margaret Little vagy Barbara Low és Szász – ez utóbbi lényegében azt ragadta meg, amelyet erõviszonynak nevezett az analitikus viszonyon belül.
Ez a felelõssége a „hõs analitikusnak", magára kell vállalnia ezt az „»a« tárgyat", interiorizálnia kell mint jó vagy rossz tárgyat. Innen fakad a „kreativitás, amellyel (az analitikusnak) helyre kell állítania a bejárást a világba az alany számára". Ezt „az interiorizáció" melletti állásfoglalást valószínûleg úgy kell olvasni, mint hivatkozás Ferenczinek az „áttétel mint introjekció" problémájára. Ez a viszontáttételrõl szóló munkák megalapozó kérdése, amennyiben az analitikus implikációja egy csapásra oly módon adott, mint aminek nagyon fontosnak kell lennie.
Lacan úgy véli, meg kell különböztetni „a tárgy helyzetét az »a« tárgyhoz
képest", és „vágyának alkotóját" (amelyet így jelöl: $), mint egy elfojtott jelölõ által rögzítettet. A fantáziának e két helyre való felosztása nem lesz ugyanaz az esetek struktúrájától függõen.
Lacan úgy gondolja, hogy a perverz vagy pszichotikus páciens esetében a $<>a fantázia kapcsolata oly módon ver gyökeret, hogy magunkra kell vennünk, mint egy idegen testet. [...] Végül is inkorporációról van szó, amelynek a páciense mi vagyunk." Ezt nyilvánvalóan kapcsolatba lehet hozni azzal, hogy a perverzeknél és pszichotikusoknál az alany adja magát, akár mint akinek a testét közvetlenül a vágyba kell belevinnie – a perverzeknél, akár mint aki kitaszítja a megosztást – a pszichotikusoknál. Az egész élethangsúly az üldöztetésen, a mindenütt megcélzottságon van. Ebben az esetben olyan tárgyról van szó, aki teljesen „idegen attól az alanytól, aki beszél nekünk", tárgyról, aki különösen durván a „hiányosságának oka".
A neurotikus esetében épp ellenkezõ a helyzet: a virtuális területen jelenik meg fantáziájának tárgya az optikai sémában. 22 Nem személyében jelenik meg, véli Lacan, hanem csak egy helyettesítõn keresztül; szerinte ez újra fölveti a neurotikus áttétel analízisében az autentikusság fogalmát, amennyiben a tudattalan csalás fogalma itt elõtérbe kerül. Ez fontos különbséget jelent Ferenczi Sándor álláspontjához képest.
Amint fentebb mondtuk, éppen a szorongás fölidézése teszi lehetõvé Lacan számára, hogy pozitív kifejezésekkel idézze föl a viszontáttételt: az analitikus vágyainak kifejezéseivel. Mert valójában az analitikusnak e vágykifejezése révén ítéli meg úgy Lacan, hogy foglalkozni kell a viszontáttételnek, az analitikus „elkötelezettségének" kérdésével. „Egyetlen szerzõ sem [aki komolyan vette a viszontáttétel kérdését] kerülheti el, hogy a dolgokat a vágy síkjára vigye", állítja. A dolgot artikuláltan írta le Lucia Tower, mint aki az analitikus oldalára állhat mint „változás". Lacan ugyanebben a szövegben azt javasolja, hogy „az analitikus elkötelezettségérõl" beszéljünk.
A szorongásról szóló elõadássorozatban (1962–1963) a vágy és a törvény viszonyára helyezi a hangsúlyt. Lacan úgy véli, hogyha a vágy a Másik vá-
22 Jacques Lacannak az Écrits címû mûvében kidolgozott sémája Bouasse kísérleti modifikációját írja le. Bouasse optikai csalódást idézett elõ. A homorú tükör használatával azt az illúziót keltette, hogy egy váza és egy virágcsokor, melyek külön voltak, találkoznak. A Lacan által javasolt modifikáció (a homorú tükör használata) lehetõvé teszi, hogy illusztrálja, miként alkotja meg magát az alany fantáziája virtuális valóságából kiindulva.
gya, akkor a vágyat azzal a belsõ kapcsolattal is meg lehet határozni, amely azt elválaszthatatlanul köti a törvényhez. És itt Szent Pálnak a rómaiakhoz írott híres levelét idézi, amelyben Pál kijelenti, hogy elválaszthatatlan a kapcsolat a bujaság és az erkölcsi törvény között, ami megadja az értelmét. Ugyanígy Lacan azt látszik állítani, hogy az analitikusnak természetesen nem kell törvényhozóként mutatkoznia, azonban azt meg kell engednie a páciensnek, hogy megszabaduljon vágyainak aspektusaitól, amelyek egy Másikhoz kötik, akit a páciens mindenhatóként értelmez. E kérdésben elméletbe foglalja a „szimbolikus kasztráció" fogalmát, a vágy részét, amelyet az analitikus folyamatban a páciensnek el kell hagynia, hogy felvállalhassa saját vágyát, az elõzetesen elképzelt Másik gyengeségétõl függõen.
Így Lacan ha a viszontáttétel kérdésével olyan témához tér is vissza, amely Ferencziéhez közelít, a megoldás, amelyet az analitikusnak az analízisben való részvételérõl javasol, egészen más, mint az autentikusság, a szeretet Másikához való visszatérés Ferenczi ajánlotta megoldása. Úgy gondolja, hogy éppen ellenkezõleg arról van szó, hogy megengedjük az analizáltnak, hogy meg legyen fosztva egy élvezetrésztõl, amely megakadályozza õt abban, hogy eljusson saját vágyának felemelkedéséhez.
Az analitikus kezelés „természetes végétõl" a „strukturalista" végéig
Ferenczi Sándor az 1928-ban írott nevezetes cikkében, „Az analízisek befejezésének problémája" címû írásában arra a következtetésre jut, hogy az analízis nem vég nélküli folyamat, de ha az analitikus a kellõ kompetenciával és türelemmel rendelkezik, a „természetes megoldásig" vihetõ. A „természetes megoldás" fogalmát kevéssel késõbb Freud nem fogadta el, és az analitikus irányzatok többsége nem is igen használta. Freud egy sor érvet szegezett ellene, úgy tekintette, hogy a „kedvezõ vég" mindenekelõtt mennyiségi kérdés az ösztönök és az én viszonylagos erejétõl függõen. Bálint mûvének egy részében úgy vélekedik, hogy Ferenczinek igaza van, és kidolgozza a primer passzív szeretet megújításának és újra megtalálásának elméletét, hogy igazolja az analízis végének „minõségi" természetét. A magyar áramlaton kívül nagyon kevés analitikus vette át az igazi analízisvég létezésének e tézisét, melyre úgy tekinthetünk, mint „természetes" jelenségre, amely minõségileg különbözik attól, ami a kezelés menetének többi részében megfigyelhetõ. Ám Jacques Lacan és tanítványai átvették ezt a tézist, eltérõ alapokon, de mindeközben állandóan hivatkoznak a magyar iskolára.
Ferenczi „Az analízisek befejezésének problémája" címû cikkében bizonyos útbaigazításokat ad a minõségi változásokról, amelyeket egy analízis végén szerinte ki lehet deríteni: a „fantáziavilág és a valóság között sokkal élesebb „elválasztást", „csaknem határtalan belsõ szabadságot, és a cselekedetek és döntések fölötti nagyobb uralmat. Másképpen fogalmazva gazdaságosabb és hatásosabb kontrollt".
Arról van tehát szó, hogy végig kell vinni az analízist, nem csak úgy, hogy megengedjük a páciensnek, hogy felkutassa a számára legidioszinkratikusabb szimptómákat, hogy rávezetjük, tudatos fantáziával újra élje át a „szexualitás bevezetõ vagy végsõ örömének legtöbb megjelenését, akár normális, akár a normálistól eltérõ." Hanem úgy is, hogy kiszorítjuk a viszontáttétel ravaszságait, ami feltételezi, hogy az analitikus „ismerje fel tulajdon tévedéseit, maradjon érintetlen az igazságot eltorzító provokációktól." Ez azt veti föl, hogy az analitikus maga is vigye végig saját analízisét, amennyiben a páciens folyamatosan teszteli az analitikust minden porcikájában".
Ferenczi az analízis végét a következõ kifejezésekkel írja le: „miután a rossz és dacos gyerek minden lövedékét hasztalanul elpuffantotta, elrejtett vágya a szeretetre és gyengédségre naiv nyíltságban tör a felszínre." 23 De itt – Georg Groddeck kifejezésével – nemcsak a „paradicsomi naivitáshoz való visszatérésrõl" van szó. Ferenczi kitart amellett, hogy a nõknél a „férfikomplexust", a férfiaknál a „kasztrációs szorongást" le kell tudni gyõzni. 24 Az analízis végét tehát úgy érti, mint az alany fantáziájának egyfajta kimerülését, anélkül, hogy azt hinné, nem jelennek meg idõleges szimptómák. Azon kívül Ferenczi úgy tekintette, hogy az analitikussal való kapcsolat meggyászolása csak ismétli a primer szeretet gyászának struktúráját, és ez a gyász létrehozhat általában neurotikus szimptómákat. Az analízis nem vég nélküli, de természetes végig vihetõ, ha az analitikus rendelkezik a kellõ ismeretekkel. Ferenczi elismeri, hogy kevés analízist vitt eddig a végig, de úgy véli, ez a lehetõség kétségtelenül létezik.
23 Ferenczi Sándor (1997 [1928]): Technikai írások. 54. old.
24 Tudjuk, hogy Freud „A befejezett és a vég nélküli analízis" címû mûvében az analízis „természetes" végét illetõen kétségét fejezte ki e két tényezõrõl, melyeket „sziklának" nevezett, minthogy gyakran megakadályozzák a kezelés befejezését.
Az 1934-es wiesbadeni pszichoanalitikus kongresszuson Bálint Mihály „A jellemanalízis és újrakezdés" címmel tartott elõadást. Ebben a libidinális egyensúlyt tanulmányozta, amely kulcskérdés ahhoz, hogy megragadja azt a módozatot, ahogyan kialakul az ingadozás a pregenitális fixációk – ennek eredményeként neurotikus tünetek – és a „genitális pont" között, amely lehetõvé teszi, hogy egy szorongás nélküli genitalitás fejlõdjön ki. 25 Az ellenállás átdolgozását úgy értelmezi Bálint, mint egy szorongástól megfosztott újrakezdés keresését. Az ösztön„újrakezdés" fölfedezésében annak elérésérõl van szó, ami „lényeges" a páciens karakterében, és összefér azzal a képességgel, hogy meghatározza az izgalommennyiséget, amelyet képes elviselni.
Késõbb Bálint lesz egyike azoknak, akik pontosan írnak az analitikus kezelés végérõl. 26 Bálint hangsúlyozza a büszkeség és a lelkesedés pillanatait, amelyeket ama korlátok átlépése idéz elõ, amelyektõl a páciens utóbb szenvedett; azon érzelem mellett, amelyet a primer szeretet megtalálása idéz elõ; és azon gyász mellett, amelyet a neurotikus tárgyak elhagyása, illetve az analitikushoz fûzõdõ kapcsolat felbomlása idéz elõ. Ez a végrõl alkotott elképzelés kapcsolódik az „újrakezdés" elméletéhez, ez az újrakezdés ugyanakkor a primer szeretet újra megtalálása, egy olyan megfogalmazás szerint, amely közel áll Freudéhoz: „A tárgy megtalálása valójában újramegtalálás", amint azt a Három értekezés a szexualitás elméletérõl címû mûvében írta.
Az analízis „természetes" végének eme hipotézisét az analitikusok többsége vitatta, maga Freud is, aki „A befejezett és a vég nélküli analízis" címû írásában inkább a különbözõ tényezõk (nevezetesen az ösztönök, az én) mellett tartott ki, amelyek beléphetnek a kezelés kimenetelébe, és a kedvezõ eredmény továbbvitelébe. Az elért eredmények némiképpen mindig befejezetlen jellegének hangsúlyozása a legtöbb szerzõnél megtalálható, és figyelemre méltó, hogy Jaqcues Lacan, amikor fenntartja, hogy a pszichoanalízisnek létezik „strukturális" vége, fõképpen Bálint Mihályt idézi.
Lacannak a kezelés végérõl szóló szövegeinek kvázitotalitása azt sugallja, hogy egy ilyen vég nemcsak az elméletben, hanem a gyakorlatban is fellelhetõ. Lacan több megfogalmazást is javasolt alapvetõ aspektusainak le-
25 Bálint Mihály (1933): A jellemanalízis és az újrakezdés. In: Sigmund Freud–Almásy Endre et al.: Lélekelemzési tanulmányok. Budapest: Somló Béla Könyvkiadó. Reprint kiadás: Budapest: Párbeszéd Kiadó–T-Twins Kiadó, 1993.
26 Bálint Mihály (1980): On the termination of analysis. International Journal of PsychoAnalysis. 31(3): 215–219.
írására: a hindu misztikából a „tat twam asi" újra átvétele (1945), az alany által „a halálhoz viszonyuló létének" 27 fölemelése a képzeletbeli délibábokon túlra (1966), az ideálok redukciója, amely az alapvetõ fantázián megy át (1967), két csatolmány szerint pontosítva: lemondás az alapvetõ fantázia tárgyának létérõl, lemondás annak az igényérõl, hogy elgondoljuk azt, amiért nincs a tudattalannak megjelenése: a nemek különbségét.
Fontos megjegyezni, hogy e megfogalmazások általában negatív megközelítésûek, s e tény eléggé kivehetõen megkülönbözteti õket Bálint vagy Ferenczi megfogalmazásaitól, akik számára – ha az analízis célja lehet lemondás – mindenekelõtt a primer szeretet egy új változatának megtalálásáról volt szó. E primer szeretet felé tart az alany legfiatalabb kora óta. Még ha nem kell is alábecsülni azokat a kulturális különbségeket, amelyek e fogalmazásbeli különbség alatt rejlenek (a francia nyelv különösen kedveli a negatív formulákat), itt azzal is számot kell vetni, hogy az alanyról alkotott lacani koncepció radikálisabb aspektust mutat föl, mint Ferenczi vagy Bálint koncepciója, amennyiben Jacques Lacan számára a fantáziabeli Másik struktúrája tágan alkotja azt a területet, amelyen az alany felemelkedik. Másrészt pedig azt is figyelembe kell venni, hogy a kezelés vége az õ számára a „képzeletbeli délibábokra" való redukálásnak felelt meg, az alany helyét megállapító jelentõk nyilvánvalóvá tételének javára.
A kezelések vége igazolásának problémája
Láttuk, hogy a kezelés végét illetõen bizonyos párhuzam állítható fel a Ferenczi-féle és a lacani irányzat között. Fel kell azonban vetni az igazolás módjának kérdését, a kezelés végén elért eredmények tárgyiasításának problémáját. Itt jelentõs eltérést találunk. Kétfajta terv áll szemben egymással: egyrészrõl Bálint és Malan szerint a rövid, „fókuszált" terápia, másrészrõl a Lacan és tanítványai által kidolgozott „átkelés" mint az analitikus kezelésének igazolási módja.
Egyfelõl Bálint koncepciója – melyet tanítványa, Malan adaptált és alkalmazott – arra irányul, hogy ne a „klasszikus" analízisek végét tárgyiasítsuk, hanem hogy bíráljuk a kezelések szokásos gyakorlatát, figyelembe véve, hogy az eredeti freudi inspiráció nagy része elveszett, viszont a kezelé-
27 Martin Heideggertõl kölcsönzött kifejezés
sek többé-kevésbé mesterségesen elhúzódnak. Ez nemcsak a páciens ellenállásának köszönhetõ, hanem az analitikusoknak is, annyira, hogy a tisztán kivehetõ befejezést, mely a Bálint által kívánt „újrakezdésnek" nyit utat, már nemigen lehet megtalálni.
Így egyfajta közelített igazolás merül fel, kezdve a „fókuszálás" fogalmával, vagyis az alapvetõ áttételi (és viszontáttételi) motívumok felkutatásával, ami hatásos, de – egy kissé megközelítõ lerövidítéssel – lehetõvé teszi a páciens alapvetõ problematikájának objektiválását. Ez a fókuszálás számos alkalmazásra talál rövid kezeléseknél, nevezetesen az olyan pácienseknél, akiket korlátozott idõre vesznek kórházi kezelésbe. Ezt azután különbözõ elnevezések alatt a pszichoanalitikus pszichoterápiák legtöbb kutatója olyan eszközként veszi át, amellyel objektiválni lehet pácienseik neurózisának tartalmát. 28 Fontos azonban, hogy ez a fajta eljárás távolról sem objektiválhatja befejezett eredményeit azon a módon, ahogyan Ferenczi és maga Bálint is a kezelés „természetes végét" értette.
A lacani irányzat hasonló elõfeltevésekbõl kiindulva kidolgozta az átkelés eljárását, melynek során az analizált a kezelés végén tanúságot tehet két kolléga elõtt oly módon, ahogyan analízise lefolyhatott, és azokról az eredményekrõl, amelyekrõl úgy gondolja, hogy kiinduló helyzetéhez viszonyítva elérte õket. A fókuszálás módszerével ellentétben ez az eljárás nem páciensekre épül, hanem analitikus jelöltekre, sõt olykor gyakorló analitikusokra. Ezt az eljárást az tette némiképpen szükségessé – amint ezt többször is bebizonyították –, hogy az analizáltak többségének nagy nehézsége támad, hogy a kezelés folyamatáról pontos leírást adjon, mivel személyesen vagy foglakozásából adódóan nem érdeklõdik a pszichoanalízis iránt. Viszont ha figyelembe vesszük az „analitikus vágyának" elméletét, amely szerint az analitikus valóságos munkaeszköz, és az analitikust analitikus kezelésének eredményei képesítik, megkövetelhetõ, hogy az analitikusnak ésszerûen világos és közölhetõ képzetei legyenek arról, hogy miben is állt pszichoanalitikus kezelése. Az „átkelés" eljárása, amelyet elõször Jacques Lacan javasolt 1967-ben, több mint tíz évvel késõbb kezdett mûködni az elsõ lacani pszichoanalitikus csoportban (École Freudienne de Paris), azután módosított formában az École de la Cause Freudienne és a Nemzetközi Pszichoanalitikus Társaság keretében. Ha az egyéni eredményeket bizalmas okok-
28 Errõl lásd cikkünket: „La place de la procédure de la passe dans les recherches sur le processus psychanalytique", Mental, Revue Européenne de Santé mentale, No. 3, 1997.
ból nem lehet is közzétenni, bizonyos általános következtetések levonhatók a kezelések fejlõdésére vonatkozó interpretációk hatásairól. E következtetések jelentõsen hozzájárulnak ehhez a kérdéshez.
Hermann Imre, Georg Cantor és Jacques Lacan: a kezelés vége és a transzfinit
Jacques Lacant meglepte Bálint Mihálynak az analitikus kezelés végérõl alkotott javaslata, és furcsa módon „inkább mániás-depressziós"-nak minõsítette. Ez kezdetben inkább csak szemrehányás volt, mivel a nárcizmusból fakadó büszkeség azt sugallta, hogy „a páciensnek az volt benyomása, hogy énjét kicserélték az analitikuséval". 29 Ám ahogy kimutattuk, ez a kritika egyben rejtett dicséret is volt, amennyiben Bálint azon kevesek közé tartozott, akik megpróbálták pozitívan leírni a pszichikai mechanizmus típusait, amelyek a kezelés végén felülkerekednek. De egy „mániás-depressziós" mechanizmusnak e felidézését alkalmazták a pszichoanalitikus folyamat egy másik szereplõjére is.
1967-ben, amikor Jacques Lacan azt javasolta, hogy az átkelés eljárását tegyék a helyére, kitartott amellett, ami saját tapasztalata alapján az analitikus vágyából megkövetelhetõ volt. A modellt, amelyet ekkor javasolt, különös módon a matematika történetébõl vette. Georg Cantor felfedezését, a transzfinitet idézi föl. Igen valószínû, hogy Lacan ekkor ismerte meg Hermann Imre munkáit. Hermann 30 azt akarta kimutatni, hogy ez Georg Cantor mániás-depressziós zavarainak struktúrája, amelyet Hönigswald 31 után úgy jellemzett, mint „félelem a fonal elvesztésétõl", mint „rendezett gondolatok szökellése", leírva bizonyos felsõbbrendû képzetek (Obervorstellungen) fenntartásának képességét a célképzetek veszteségének kezdete ellenére. Ez arra vezette, hogy több féle végtelent különböztessen meg, oly-
29 Lacan, Jacques (1966): Écrits. Paris: Seuil. 681. old.
31 E szerzõ jelentõségérõl a mániás-depressziós pszichózis struktúrájának kutatásában lásd cikkünket: Phénomene élémentaire et stabilisations dans la psychose maniacodépréssive. La Cause Freudienne. In: Revue de Psychanalyse, No. 37., 1997. október, 116–125. old.
30 Hermann Imre (1940): Studien zur Denkpsychologie. Acta psychologica, V. kötet. 22–102.
módon, hogy felsõbbrendû valóságot hoz létre, mely képes a gondolatok szökellésének ellenõrzésére.
Úgy áll a dolog, mintha Jacques Lacan azt javasolná, hogy az analitikus tudását keretként nevezzük meg; ez a tudás lehetõvé teszi, hogy a páciens tudattalanja elrendezõdjék, ha az bármilyen dezorganizáltan vagy kaotikusan jelenhet is meg. Nem arról van szó – véli –, hogy a páciens tulajdon jelentõit visszaléptessük egy elõzetes tudásba, hanem épp ellenkezõleg, hogy az analitikus elfogadja egy bizonyos „nem-tudás" elviselését. Lacan szerint ez azt feltételezi, hogy az analitikus a vágyát egy „különbözõ végtelen-rendben" 32 helyezi el, vagyis hogy – Georg Cantorhoz hasonlóan – Lacan elfogadja, hogy életre hívjuk azt, ami addig csak tiszta negatív virtualitás volt. Itt tehát Hermann Imre elméletének teljes megfordításáról van szó: Cantor fölfedezése, a különbözõ fajtájú végtelenek megalkotásával, nem jelenti egyszerûen Hönigswald „Denkpsychologie"-jának különösen zseniális alkalmazását. Ez a lépés bizonyos modell tekintetében a keretformát is szolgálhatja, amelyet az analitikusnak tudnia kell helyre tenni, hogy lehetõvé tegye a páciens számára, hogy az különbözõképpen helyezze el a tudattalan jelentõket, amelyek meghatározták szimptómáit.
Zárszó
Jacques Lacan „A kezelés iránya" 33 címû mûvében úgy vélte, hogy az áttétel kérdésében a pszichoanalitikusok három irányban megosztottak, ezek az énpszichológia hívei, a tárgykapcsolat irányzata és az introjekció irányzata. Ez utóbbi irányzat elengedhetetlen hivatkozást jelentett Lacan munkájában, hogy kidolgozza elméleteit:
– az ellenállások, mint az analitikus ellenállásának elmélete;
– „az analitikus vágyának" elmélete, mint válasz a viszontáttételrõl zajló vitákra;
– a kezelés egységességét állító elmélet, amely tagadja a didaktikus és terapikus analízis elválasztását;
– az analízis végérõl alkotott finalista elmélete;
32 Lacan, Jacques (1968): Proposition sur le psychanalyste de l'école. In: Scilicet, I.
33 Lacan, Jacques (1966): Écrits. Paris: Seuil.
– a választás szubjektív módjai, amelyeket az analitikus kezelés vége hoz magával.
A magyar irányzat e pontok mindegyikérõl eredeti nézetet dolgozott ki, amelyek érdekelték Jacques Lacant és munkatársait. Ezek lehetõvé tették, hogy különbözõ megoldásokat fejlesszenek ki, amelyek ettõl kezdve a pszichoanalitikus mozgalomban egy „negyedik irányzatot" jelentenek. E
megoldásokból ma sok pszichoanalitikus több tételt vesz át.
Várkonyi Benedek fordítása
LES ETATS GÉNÉRAUX DE LA PSYCHANALYSE
PSYCHOANALYSIS ON THE BRINK OF A NEW MILLENNIUM
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October 2003
President's Address
Well, here we are again. It's officially Fall, the weather has started to turn, and we're looking around blinking and thinking to ourselves, "Where did the first six weeks of the semester go?" It seems as though life just keeps speeding up, leaving us less time to reflect and plan. Reaction is a common method of coping, rather than deliberate action. I personally find that my problem solving has been negatively affected by the pace of my life, being reduced to the most obvious or easy answer. Because of this, I'm really looking forward to our Fall Conference, "Creativity in the Workplace: How to be Your Creative-Best in Today's Challenging Information Environment." Dr. Gerard Puccio will be giving us hands-on practice in how to incorporate creative thinking into our lives. You'll find more details about the conference both in this newsletter and on the OK-ACRL website at http:// okacrl.okstate.edu/fallconference.htm I hope you'll strongly consider joining your OK-ACRL, OK-SLA and GOAL colleagues at what promises to be a fascinating and informative day!
The other big part of Fall for OK-ACRL is the election of the Executive Board for the upcoming year. In this issue of the newsletter, you'll find brief biographies of all of the candidates who are standing for office this year. These bios will also be available on the website at http://okacrl.okstate.edu/ election03.htm. Ballots will be mailed to OK-ACRL members at the end of October. I'd like to publicly thank Vice President/President Elect Jason Dupree for his hard work on the elections this year.
I hope to see you on November 14th at OSU-OKC for the Fall Conference!
Beth Reiten, OK-ACRL President
OKACRL Fall Conference
Creativity in the Workplace:
How to be Your Creative-Best in Today's Challenging Information Environment
Friday, November 14th, 8:30-4pm at OSU/OKC Student Center, 3rd floor in Conference Room North
Our presenter is Dr. Gerard Puccio, Director, International Center for Studies in Creativity, Buffalo State, State University of New York, http://www.buffalostate.edu/centers/creativity.
This interactive and experiential day-long workshop will introduce the concept of creative thinking and allow participants to practice proven methods for enhancing creative problem solving skills.
The day's activities will focus on the creative process. We will learn how to understand both creative and problem solving styles. Unlocking our creative potential leads to being more creative in our working environments. Current research shows that creativity adds great value to our lives and our health. "Creativity is universal…everyone has the potential to become a creative powerhouse," Gerard Puccio.
Brought to you by OK/SLA, OKACRL and GOAL. OKACRL thanks EBSCO & Kerr-McGee for their generous sponsorship.
For more information, please visit http://okacrl.okstate.edu/fallconference.htm
Oklahoma Academic Libraries on the Move to Increase Student Use
Oklahoma's academic librarians are taking actions to attract students to the library and encourage them to visit often. Several libraries have either relaxed or eliminated their "no food and drink" policy. Oklahoma City University Library now houses a student lounge that enables students to prepare hot drinks in a microwave oven.
Several libraries have upgraded seating areas, recarpeted and re-painted. Saint Gregory's University Library said "goodbye" to its 1960s-era green and gold carpet, and Cameron University Library purchased, framed, and hung fine art reproductions throughout the building. Oklahoma Panhandle State University relocated collections and installed couches in order to create "informal" study areas.
the new facility's history. Eastern Oklahoma State College hosted a photo contest and a pumpkin carving contest, and has a book signing program in the works. Cameron Library will be celebrating the next National Library Week with a student pizza party and gift give-a-way. University of Oklahoma hosted a tea and classical guitar performance and has increased the number of exhibits on display.
Libraries are hosting special events designed to appeal to students. East Central University Library held a reception in celebration of the new library building's fifth anniversary, complete with harp music, refreshments, and a display that chronicled
Conference Reminders:
OKACRL Fall Conference:
Creativity in the Workplace: How to be Your Creative-Best in Today's Challenging Information Environment - November 14 th at Oklahoma State University – Oklahoma City.
For more information, please visit http:// okacrl.okstate.edu/fallconference.htm
OLA Workshops:
"Just the Facts, Ma'am": A Practical Guide to the USA PATRIOT Act" Nov 10 at OU Health Sciences Center, OKC
"Copyright Law in the Digital Age" Dec 10 at Norman Public Library & Dec 11 at Stillwater Public Library.
For additional information, contact Kay Boies at 405-348-0506 or email@example.com.
Other unique activities underway to encourage and facilitate student library use include maintaining a student library friends group, proactively sending library information to the school newspaper on a regular basis, and indexing the student newspaper (Rose State College). Several libraries are redesigning web pages to make them more user-friendly and hanging or posting "welcome to the library" banners and signs on campus.
If your library has done something unique not mentioned here, or if you would like to elaborate on an activity that is mentioned here, email me, Sherry Young at firstname.lastname@example.org with the details!
News
Retirements:
Dr. Dorothy Davis, Library Director, Henry G. Bennett Memorial Library, Southeastern Oklahoma State University
Dr. Edward Johnson, Professor and Dean of Libraries, Edmon Low Library, Oklahoma State University
New Librarians:
Ben Johnson is East Central University Library's new reference coordinator. Ben holds the Master of Library and Information Studies from University of Oklahoma.
Elections
The following is the slate of Candidates for the 2004 elections of the Oklahoma chapter of ACRL officers and board vacancies. The ballot will be mailed out separately. Please vote and either bring your ballot to the OKACRL Fall Conference or mail to the address on the ballot. The ballot must be post-marked on or before November 24, 2003. Write-in votes must have the consent of the nominee.
Vice President/President Elect
LAUREN DONALDSON
Secretary
Lauren Donaldson is the Government Documents Librarian at the University of Central Oklahoma. Prior to this she held positions at the Oklahoma Department of Libraries and the Metropolitan Library System. She is currently a member of OLA Legislative Committee and has served as chair of OLA Government Documents Roundtable and secretary of OLA New Members Roundtable. She earned her M.L.I.S. in 2000 from Kent State University.
DAVID OBERHELMAN
David Oberhelman is an Instructional and Reference Librarian at Oklahoma State University. David is currently Chair of the Council for Oklahoma Information Literacy (COIL) and has been an OKACRL member since 1998. He also holds office in the Oklahoma Library Association, serving as Chair of the University and College Division, and is Secretary of the Mountain Plains Library Association.
Treasurer
ADRI EDWARDS-JOHNSON
Adri Edwards-Johnson is the Serials and Electronic Collections Librarian for Al Harris Library at the Southwestern Oklahoma State University. Adri earned her M.L.I.S. in 1999 at the University of Oklahoma. She is an active member in ALA, ACRL and OLA, where she serves on a Technical Services Roundtable. Adri recently became a certified trainer in serials cataloging through the SCCTP (Serials Cataloging Cooperative Training Program), which is sponsored by the Library of Congress.
TEVE
S
L
OCY
Steve Locy is the Assistant-Department Head of the Humanities/ Social Sciences Division, Oklahoma State University, and has been treasurer for ELLSA (Edmon Low Library Staff Association) since 2000. He has an M.L.I.S. (1989) and an M.A. in Biology (1982). He also has served on the OK-ACRL Chapter Board from 1996-1998 as President-elect/ President/ Past-President. Steve is currently serving as Treasurer of OK-ACRL.
ONNIE
B
M
C
N
EELY
Bonnie McNeely is the Executive Director for Chambers Library at the University of Central Oklahoma. She was formerly the Assistant Director of Resource Management at the University Library, Univ. of Texas-Pan American for six years. She is an active member of ALA, LAMA, ACRL, LITA, LRTS, OLA and OCALD. She currently serves OLA as Chair to the Administration Roundtable, member of Career Retention & Recruitment Committee and the Ad Hoc Leadership Committee.
SUSAN F. WALKER
Susan F. Walker is the Head of the Fire Protection Publications Library, International Fire Service Training Association, Oklahoma State University. She is a member of OK-ACRL and is past president of OK-SLA, currently serving as secretary. She has recently been named Chair of inFIRE, an international organization for librarians in fire-related libraries. She earned her M.L.S. from Indiana University.
Board Member
DOUGLAS AMOS
Douglas Amos is the Technical Services Librarian at OSU-Oklahoma City. Prior to his current appointment, Douglas worked as the Interlibrary Loan Borrowing Technician and Interlibrary Loan Office Manager at the University of Oklahoma and as the Government Information Technician at the University of Central Oklahoma. He earned his M.L.I.S. in 2002 from the University of Oklahoma.
ONA BRITTON
Ona Britton is a Reference and Instructional Librarian at the University of Central Oklahoma. Most recently, she contributed two chapters on library research to the book Speak Your Mind, a textbook developed by the UCO English Dept. She has been active in COIL, as well as in national ACRL. Ona was an OK-ACRL Board member from 1999-2001. She earned her M.L.I.S. in 1994 from the University of Oklahoma and has a M.A. in English from the same institution.
continued...
Board Member continued...
DEBBIE L. NELSON
Debbie L. Nelson has been a Reference and Distance Learning Librarian at Cameron University since Nov. 2002. Her duties include reference, BI, and the online Blackboard class "Accessing Library Resources." As the library's representative on the Faculty Senate, she will be involved in the development of Cameron's Recruitment Committee. Nelson is pursuing a M.S. in Behavioral Science-Psychology at Cameron University. She received her M.L.I.S. from the University of Wisconsin-Madison. With a wide range of work and volunteer experience, including ALA Student Chapter Chair, Debbie Nelson is eager to serve the OK Chapter of ACRL.
DEBORAH THOMPSON
Deborah is a Reference Librarian and Instruction Coordinator at the University of Central Oklahoma. She was formerly the Science Reference Librarian at the University of Oklahoma. Deborah is a member of OLA and serves on the Local Arrangements Committee and she has been a participating member of COIL. She earned her M.L.I.S. in 1992 from the University of Oklahoma.
WOODS WHEELER
Woods Wheeler, current OK-ACRL Board Member, is Assistant Director of Library Services at OSUOklahoma City. Her specific areas of interest are information literacy, effective public services, and delivery of services and instruction to distance education students. She earned her M.L.I.S. in 1998 from the University of Oklahoma.
215A Edmon Low Library Oklahoma State University Stillwater, OK 74078-1071 | <urn:uuid:2e853936-b53c-48d6-a4f9-6c5feb7191c8> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 11,593 |
Course: ECE 412
o Instructor: Vahe Caliskan, firstname.lastname@example.org
o Lecture delivery method: Online Synchronous. Lectures will be recorded and made available to all students registered for the class through Blackboard. The instructor, TA and peer‐help will be available via Piazza.
o Laboratory delivery method: not applicable.
o Lab Fee: not applicable.
o How the lab will be run: not applicable. | <urn:uuid:a75ea955-ef04-4d89-8043-5924b7c0d939> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 408 |
alle Preise sind brutto und pro Person, ausgenommen anders angegeben
Speisen
€ 2,75
Getränke
Partyzubehör – Leihgebühren/Gebühren pro Event
Liefern, aufschneiden und aufräumen pro Std. € 44,00 | <urn:uuid:23ab1e26-9031-426d-97e9-60cfcfb6ef99> | HuggingFaceFW/finepdfs/tree/main/data/deu_Latn/train | finepdfs | deu_Latn | 198 |
Main picture - The steep descent at the start of Black Lane Ends (photo Peter Hartley)
Fellrunner's walk on water - Jon Duncan and Huw Symonds at the British Relays (Peter Hartley & Steve Bateson); Dave Woodhead at the Charlotte Slater Memorial Race (Peter Hartley)
Pete Bland Sports and Walsh Footwear have been working together for 25 years to bring the finest range of fellrunning footwear to you.
Over the years, shoe companies have come and gone, all trying to copy the Walsh way of making shoes. They have all failed to reach the high standards that Walsh have attained.
Together we will continue to improve the quality and service of both companies over the years to come.
See enclosed brochure for full range of Walsh Footwear and prices
‘Stop Press’, Junior Fellrunners, now in stock. The famous Walsh P. B. Trainer in sizes 1 - 3½. £39.99
UK Distributor. Pete Bland Sports, 34A Kirkland, Kendal, Cumbria LA9 5AD Tel/Fax (01539) 731012
Advertising Rates:
£160 Full Page, £100 Half Page
£55.00 Quarter Page, £30 Eighth Page
Classified Advertisements:
These are not for people seeking commercial gain but designed to be runner ads.
£2.00 for the first ten words. 15p per word thereafter.
Advance payment necessary.
Colour Rates
Available on request from Tony Hulme
The Fellrunner is published 3 times a year
1st week in June, October and February.
Deadline for articles, letters etc. for the next issue is
May 3rd
Neil Denby, 13 Greenside, Denby Dale,
W. Yorks HD8 8QY Tel/Fax: (01484 861812)
Results and Race Reports to:
David Weatherhead, 16 Birchlands Grove,
Wilnsden, W. Yorkshire BD15 0HD (01535) 273508
Advertising Copy to:
Tony Hulme, 5 London Road, Alderley Edge,
Cheshire SK9 7JT Tel:01625 582130
OFFICERS AND COMMITTEE MEMBERS 1998-99
Chairman
Richard Day
27 St. Mary’s Road,
Little Haywood
Stafford
ST18 0QG
Tel: 01889 882237
Treasurer
Tony Varley
1 Kensington Drive
Horwich
Bolton
BL6 6AE
Tel: 01204 669570
Fixtures Secretary
Dave Jones
12 Victoria Avenue
Cheadle Huime
Stockport, Cheshire
SK8 5DL
Tel: 0161 4851639
Statistician
Brian Martin
5 Sutton Hill Road
Bishop Sutton, Bristol
BS39 0JN
Tel: 01275 333482
Secretary
Mike Rose
15 New Park View
Farsley, Pudsey
Leeds
LS28 STZ
Tel: 0113 2556603
Membership Secretary
Pete Bland
34a Kirkland
Kendal
Cumbria
LA9 5AD
Tel: 01539 731012
Magazine Editor
Neil Denby
13 Greenside
Denby Dale
West Yorkshire
HD8 8QY
Tel: 01484 861812
Press Officer
Tony Hulme
140 Altrincham Road
Wilmslow
SK9 5NG
Tel: 01625 529874
Environment & Access
Chris Knox, 38 St. John’s Street, Keswick, Cumbria
CA12 5AG. Tel: 017687 71922
Junior Co-ordinator
Alastair Scholey, Music Cottages, Giggleswick, Settle
BD24 0BL. Tel: 01729 823479
CLUB REPRESENTATIVES
Angela Brand-Barker
8 Caldecote Avenue
Cockermouth
CA13 9EQ
Tel: 01900 828637
Norman Matthews
8 Snowdon Drive
Horwich, Bolton
BL6 7DG
Tel: 01204 468390
MEMBERS REPRESENTATIVES
Alan Barlow
12 Redcar Close
Hazel Grove
Stockport SK7 4SQ
Tel: 0161 4839330
Joanne Prowse
42 St. James Road
Ilkley, W. Yorks
LS29 0PY
Tel: 01943 602522
Jon Broxap
32 Castle Garth
Kendal
LA9 7AT
Tel: 01539 720149
Dave Woodhead
166 Hainworth Wood Road
Keighley
BD21 5DF
Tel: 01535 669100
Bill Waine
36 Bland Drive
Coventry
CV2 2JB
Tel: 01203 603813
Linda Hannah
84 Ramney Avenue
Bacup, Lancs
OL13 9PJ
Tel: 01706 875899
Bill Waine
36 Bland Drive
Coventry
CV2 2JB
Tel: 01203 603813
ATHLETICS UK. POLICY AND SUPPORT TEAM.
STEERING GROUP
Selwyn Wright
Craighouse
Foxfield Road
Broughton in Furness
LA20 6EZ
Tel: 01229 716797
Norman Matthews, 8 Snowdon Drive, Horwich, Bolton
BL6 7DG, Tel: 01204 468390
DELEGATES TO ATHLETICS ASSOCIATION
AA of England
Richard Day
27 St. Mary’s Road
Little Haywood
Stafford ST18 0QG
Tel: 01889 882237
Midland Counties AA
Bill Waine
36 Blandford Drive
Coventry
CV2 2JB
Tel: 01203 603813
South of England AA
Sam Kirkpatrick
33 Crosby Court
Crownhall
Milton Keynes MK8 0DD
Tel: 01908 263107
DELEGATE TO WORLD MOUNTAIN RUNNING ASSOCIATION
Norman Matthews, 8 Snowdon Drive, Horwich, Bolton
BL6 7DG, Tel: 01204 468390
NORTH OF ENGLAND DELEGATE TO FRA COMMITTEE
Roger Lawton, 5 Jim Lane, Marsh, Huddersfield
HD1 4QS, Tel: 01484 536066
OTHER ASSOCIATIONS 1998-99
ATHLETICS UK. POLICY AND SUPPORT TEAM.
STEERING GROUP
Danny Hughes, Hallssteads, Gosforth, Cumbria
CA20 1BJ, Tel: 01946 725366
N. IRELAND FELL RUNNERS ASSOCIATION
Ian Taylor, 52 Bladon Drive, Belfast BT9 5JN
Tel: 01232 280790
SCOTTISH HILL RUNNING COMMISSION
Robin Morris, 33 Morningside Road, Edinburgh
EH10 4DR, Tel: 0131 4478846
ATHLETICS ASSOCIATION OF WALES,
ENDURANCE COMMITTEE
John Sweeting, Lower Lodge, Cynghorhy, Nr. Llandowery
Carmarthenshire SA20 0LD, Tel: 01550 721086
WORLD MOUNTAIN RUNNING ASSOCIATION
Danny Hughes, Gosforth, Cumbria CA20 1BJ
Tel: 01496 725366
CHAIRMAN, INTERNATIONAL COMMITTEE
FOR MOUNTAIN RUNNING
Danny Hughes, Hallssteads, Gosforth, Cumbria
CA20 1BJ, Tel: 01496 725366
Features
14. Access, the Freedom to Run - Bob Berzins
15. Access in Bowland - Ian Roberts, Andy Walmsley
22. Up & Down in the Mountains - Nev McGraw
26. A Torridon Round - Lawrence Sullivan
28. The Wainwrights in 7 days, the Easy Way - Allan Miller
Race Reviews/Reviews
19. 3 Peaks & a Supervet - Richard Titchmarsh
23. Long Days in Lakeland - Mike Fry
Centre page section of results & reports, including Championship details.
International
9. International Teenager Games - Kate Bailey, Sarah Gatford, Victoria Rusius
20. Grand Raid Spectacular - Rob Howard
21. Mount Kinabulu or Karaoke? - Jim Davies
Extras
11. Calculating Championship Performances - Howard Grubb
13. Elterwater Navigation Course - Lyn Eden
19. The View from the Back - Ian Simpson
25. They Fell in Love - Chris Reade Forget the Running..... - M. Saville
31. Twenty Questions - Mark Hartell
STOP PRESS:
The re-arranged trial for the Black Forest Teenager Games is now on Sunday 13th June
COMPUTERS
Please provide copy on floppy, wherever possible. ASCII., WORD, WRITE, RTE, MAC OS, even RISC OS will do. Even if it’s a weird format, send the disc with the printout anyway. It may save us TIME and FRA MONEY !!!
THE JOSS NAYLOR LAKELAND CHALLENGE
In the beginning, there were just 20 tankards to tempt super-vets who were still into long distance fell running. It took a while, but in June 1998 the last of the original tankards donated by Chris Brasher was claimed. Now we have a second batch, again generously donated by Chris and the first five of these will be claimed at this year’s Presentation Dinner on March 20th at Santon Bridge.
The original 20 were:
1. Don Talbot
2. Monica Shone
3. Colin Henson
4. Don Ashton
5. John Stout
6. John Lagoe
7. John Peel
8. Don Barton
9. Ken Lindley
10. Arthur Clarke
11. Ralph Stephenson
12. David Sleath
13. John Coope
14. Neville Griffiths
15. Sue Walsh
16. Brian Leathley
17. Dougie Milligan
18. Paul Murray
19. John Payne
20. Les Swindin
IN MARCH, TANKARDS WILL GO TO
20. Les Swindin M60 June 13
21. Walt Wilkinson M60 June 20
22. Geoff Bell M60 June 26
23. Edwin Coope M60 July 11
24. John Crummett M50 Aug. 15
25. Stuart Thomson M50 Sept. 5
An innovation this year is that the Dinner has been opened to the 5 known runners who, despite being timed out on their runs, confirmed donations of their charity collections to their chosen causes in the name of the Joss Naylor Challenge. Raising at least £100 for charity has always been a condition of the run and these runners have raised a total of £2,226 towards an overall total of £8,212 so far.
A final call to the ladies; there are only two of us so far and this is your last chance this century. Let’s be having you!
Information, SAE please:
Monica Shone, 21 Woburn Drive, Hale, Altrincham, Cheshire WA15 8LZ.
Secretary’s Corner
For many years the Annual General Meeting has followed the Langdale Horseshoe Fell Race in mid-November. To save postage our members are advised of the Agenda and Motions in the October magazine. In practise this is not entirely satisfactory as the notice given may only be a few days.
The 1998 AGM was held before the Annual Dinner/Presentation at Skipton on 21 November.
Because the AGM was a month later, the first Committee Meeting, usually held early December, will take place on Saturday 16 January at Kendal, too late to report in this issue.
ANNUAL GENERAL MEETING, SKIPTON, 21 NOVEMBER 1999
1. 38 members attended. The Chairman and Secretary reported on the year’s activities and the Treasurer presented accounts for year ending 31 July 1998.
2. Officers and Committee for 1998-1999 were elected as listed on page 2. Other appointments to Athletics UK Regional Committees and the World Mountain Running Association (formerly the International Committee for Mountain Running) are also listed.
3. Thanks to retiring Officers: Dave Richardson (Junior Co-ordinator for 7 years), Richard Lecky-Thompson (Statistician 4 years) and Committee Members Bob Berzins and Sarah Rowell. There was considerable interest in the post of Statistician; it is good for the future of the FRA that the very important Officer vacancies were readily filled, and volunteers for the Committee came forward (without any coercion) at the meeting.
4. An open discussion followed the formal business, topics included: kit and safety requirements, eligibility for national championships, Calendar hot-line, FHRC selection policy for British teams, recruitment of junior members to FRA, separate Junior Calendar, and more questionnaires to test members views on burning issues. These matters will be raised in Committee in due course.
FELL AND HILL RUNNING COMMISSION
Proposals for Athletics UK were approved by UK Clubs towards the end of last year. As reported in the October 1998 magazine, the FHRC will disappear and its function will be included in a Fell/Hill Running UK Policy and Support Team headed by a ‘Competition Manager’. Until this new body is in place, the present members of the FHRC will continue with Selwyn Wright as Chairman, acting as a Steering Group to:
a) Define job descriptions for the post of Competition Manager, and Co-ordinators for Planning, Rules and Standards, Fixtures, Education and Training, Publicity and Marketing.
b) Seek personnel qualified and willing to serve on this new body and make recommendations to Athletics UK.
c) Continue to handle business previously dealt with by FHRC.
It is expected that applications for the Policy and Support Team posts will be advertised in athletic circles, but in the meantime, members willing to take on any of the roles indicated should express their interest to the FRA Chairman or Secretary.
Mike Rose,
General Secretary
Wynn Cliff
Wynn Cliff was recently awarded associate membership of the Bob Graham 24 Hour Club. For the benefit of those who do not know Wynn I would like to explain the reason why she was honoured in this way: Over a period of many years she has helped a large number of men and women in their attempts on long distance challenges with a high degree of success. Wynn is a marvellous organiser and coordinator and always offers to help people, often with considerable personal sacrifice. She cooks great food and administers first aid when necessary (amputations and brain surgery optional). “Wynn’s team” is already booked to support over half a dozen Bob Grahams, Paddy Buckleys, Joss Naylors and one Meirionnydd next year.
Yiannis Tridimas
First of all my, heartfelt apologies for not getting the Calendar out before Christmas. In my defence I have to say that circumstances rendered it a virtual impossibility and it wasn't due to idleness or lack of organisation on my part but, nevertheless, members and organisers have become used to receiving it in the middle of December and, to judge by the number of phone calls both Pete Bland and I received, a lot of you feel distraught without it.
I would like to give a particular apology to those organisers whose races fall early in January (or in Dave Woodhead's case, December 31st.) and have come to rely on the pre-Christmas Calendar for their publicity - as a practical compensation any race before the third weekend in January 2000 can have a free entry.
Another spin off of the frantic rush to achieve publication is that the proof-reading this year was EXTREMELY sketchy to put it mildly; hence I would appreciate it if any organiser who finds something, incorrect, however minor, in his/her race entry would give me a ring so I can put it right in good time for "THE MILLENIUM CALENDAR", which, hopefully, will appear when it should!!
I have had a desperate appeal for a clarification from Tony Hulme, generous soul that he is, who has already distributed innumerable pairs of his excellent "Bearfoot" socks to people who have phoned him with the answer to the question about the Calendar front cover. I omitted to mention that the prize was only applicable to the FIRST person with the correct answer - congratulations to Xavier Camembert of Milton Keynes Mountain Runners (I think I've got that right !) who was the first person with the right answer.
And now to the various additions/corrections, not all, I'm glad to say, down to me; they appear in chronological order after the first two, which are information corrections.
CALENDAR PAGE 74. The third category down in the "Teams" section should read "Men's Vets O50, not O60.
CALENDAR PAGES 72 & 74. In both the British and the English Championships the Ladies' Awards are to the first THREE and not, as stated, to the first six.
SUN. 7 MARCH. BENSON KNOTT. This date and NOT 14th. March is the date for this race.
SUN. 7th. MARCH. NOON STONE. This entry is to reinforce the statement in the Calendar from the organiser that there should be NO TRAINING, other than on the public footpaths marked on the O.S. map, on this course and especially not on the sections over Heeley Hill and up to Coldwell Hill. If people ignore this request then the future of the race could be put in jeopardy.
SAT. 20 MARCH. WUTHERING HIKE. BL. 8.00 A.M. 33M/4400' FROM Haworth Community Centre (GR 033372). £16 per team of two. Limit of 400 teams. ER/NS/PM. Over 18 (16-18 years permitted if competing in a team with the other partner over 18). Records: 4.09 L. Thompson & G. Wilkinson 1997; f. 4.43 A. Mudge & M. Creber 1998; Mix. 4.34 A. Davies & H. Diamantides 1998. Details: Judith Benjamin, 27 Milholme Rise. Embasy, BD23 6NU. Tel: 01756 795344.
SUN. 28 MARCH. WREKIN. The organiser's phone number, which I have got wrong for two years running, is 01952 403926.
TUE. 20 APRIL. BUNNY RUN FOUR. To be held on this date, NOT Aug. 27th.
TUE. 27 APRIL. BUNNY RUN RELAY RACE. 7.30 p.m. 3x2.5m/250' from the Guide Inn, 1.5 miles south-east of Keighley at GR 065386 on OS Sheet 104. £4.50 per .team of three on night only. Junior teams welcome. Records: 40.03 Pudsey & Bramley 1997; f. 46.10 Pudsey & Bramley 1997. Individual fastest times: 13.07 G. Devine 1997; f. 14.43 A. Buckley 1997. Free butties at prizegiving after race. Details: Dave Woodhead, 166 Hainworth Wood Road, Keighley, W.Yorkshire. BD21 5DF. Tel: 01535 669100.
SAT. 15 MAY. SHINING TOR FELL RACE. For those of you who don't read the small print, I have been asked to emphasise that this race is the 1999 INTER-COUNTIES FELL RACE CHAMPIONSHIP EVENT; so now you definitely know!!
THU. 15 JULY. BULL HILL FELL RACE. BS. 7.15 p.m. 5.5m/830' from Boardman's Farm (GR 759166); registration at the Wagon & Horses pub, ten minutes from the start. £2 on night only. Teams free, LK/PM. Over 17. Parking limited; please do not park on Hawkshaw Lane. Details: Alan Sumner, Lower Grainings. Hawkshaw Lane, Hawkshaw. Bolton, BL8 4LD. Tel: 01204 884799.
SAT. 17 JULY. MEAL AN-T SUIDHE AS 2.00 p.m.. 3.5m/1500' from Claggan Park, Fort William. £4 on day only. PM. Over 16. Records 27.48 A.Peace 1993; f. 35.56 A. Brand Barker 1993. Details: John Maitland, St.Monance, North Corran. Ardgour, near Fort William, PH33 7AA. Tel: 01855 841267.
SAT. 14 AUGUST. DWYGYFYLCHI. To be held on this date, NOT August 7th.
SAT. 21st AUGUST. BURNSALL CLASSIC. AS. 5.00 p.m. 1.5m/900' from Burnsall, Skipton, N.Yorkshire. £3 to organiser by 11th August. Teams free. PM. Over 18. Also junior race 12-18 years; from 4.15 p.m.; 1m/600'; £1.50. Records 12.48 J. Wild 1983; f. 16.34 C. Greenwood 1983. Village sports. 10 mile road race. Details JD Maxfield, Kings farm, Hartlington, Skipton, N.Yorks. BD23 5EE Tel: 01756 752866
SUN. 3 OCT. GREAT BUTSER HILL CHALLENGE. BS. 1.00 p.m. 4.5m/880' from Butser Hill, Queen Elizabeth Country Park, near Petersfield (GR SU718186). £4.50 (£5.50 u/a) to Race Secretary. Teams free. Over 15. Also junior race; 11-15 years, 1.5m., 12.15 p.m. Records: 27.45 T. Buckner; f. 34.04 M.Bradley. Details: Race Secretary, 85 Green Lane, Clanfield, Hants., PO8 0LG.
SAT/SUN. 30/31 OCT. KARRIMOR INTERNATIONAL MOUNTAIN MARATHON. This date and NOT the 23/24 October is the date for this event. The organiser's details are as follows - Jen Longbottom. KIMM. 17 Woodside, Haslingden, Rossendale, Lancashire, BB4 QQ. Tel: 01706 216612. Fax: 01706 230781. Mobile: 04104 13771. Email:firstname.lastname@example.org
SAT. 20 NOV. KIRKBYMOOR FELL RACE. This race is on the Saturday and not, as stupidly stated by me in the Calendar, on the Sunday. The distance has been revised from the eight miles given in the Calendar and the seven miles given on the registration form to a final, definite, unalterable SIX AND A HALF MILES.
Dear Sir,
Through your magazine could we ask the membership for help regarding a matter close to their heart, beer drinking.
As you know the Auld Lang Syne fell race, on New Year's Eve has established itself for an enjoyable race route on Haworth Moor in the heart of Bronte land, free bottle of beer at the finish, great hospitality at the Old Sun Inn and a sensational prize giving. This year, the event becomes unique as it will be the last FELL RACE THIS CENTURY, and to mark this Briscoe Brewery is producing an exclusive one pint bottle of real ale for all finishers.
So a competition is on to find a name for the beer, and possibly a motif, logo or design for the label.
It can be witty, bizarre or serious, it's up to you. Other brewery productions have been Puddles & Barmy, Shanes Shamrock and the 1998 Auld Lang Syne saw 24 bottles of Woodies Willy Warmer handed out to category winners.
A superb prize is on offer to the winner, the design chosen will be printed and put into production along with the creator's name, even better he or she will receive 12 bottles of the unnamed beer at present.
Send your entries to Dave & Eileen Woodhead, 166 Hainworth Wood Road, Keighley BD21 5DF, West Yorkshire.
Closing date is the last day of July, and the only judge is brewery owner Paul Briscoe, an accomplished fell runner and brewer, his decision is final.
Dave & Eileen Woodhead
The Ron Hill Birthday Mile
Rochdale - 25 Sept
Ron Hill, the marathon runner from Hyde, Cheshire, celebrated his 60th birthday by running his 2,000th race, a one mile road race last autumn in 5m 55s. Several contemporaries (from Manchester University) were present including John Whetton, a sub-four minute miler and the 1969 European 1500 metre champion, and Dick Batt.
For the man who became the first track and field athlete to create a brand name, this was another landmark in a long illustrious career combining textiles and sport.
A triply Olympian, Hill began at school in Accrington, Lancs in 1956, has run 115 marathons, 135,000 miles, travelled the World racing in 60 countries, and competed for Great Britain from 1962 to 1974. Hill graduated from 'the Tech' (now UMIST) with a first degree in Textile Chemistry in 1960 and was awarded a Doctorate in the summer of 1964. In 1970 at the peak of his athletic career he established Ron Hill Sports.
Honours bestowed on Hill include being the current President of the XXI Club (Manlin), Life Membership of Manchester University Cross country Club (and three other athletic clubs, Bolton U. &AC (1960-76), Steel City Striders and Keswick A.C.) and an Honorary Fellow of UMIST and the Bolton Institute.
Even today nearly three decades on he is still the ninth fastest British marathon runner, and the fastest over 40. He still travels widely for business and his sport having notched up races in 60 countries. He said, "I want to be the world's most travelled athlete. I will never stop running".
N. Shuttleworth
FANCY BEING IN THE 'FELL RUNNING 2000' BOOK?
The author Peter Yates needs information from all types of keen fell runners who would like to be considered for inclusion in his new book, 'Fell running 2000'.
Ideally he would like a type of runners cv.
Name, date, place of birth, when and where you started running, favourite races, career highs and lows, leisure interests and profession, personal notes - and "all sorts of stuff like that".
Don't be shy this is your chance to have your bit of fame, he's not just after the super stars, because fell running is a sport for all not just nobles, besides a book about the elite would be so BORING!
Send your information to Peter Yates, 26 All Saints View, Leeds LS26 8N6. Tel: 0113 2825290.
LOCH ARKAIG
Near to the glens of Spean and Dessary
I viewed the shores of Loch Arkaig
and wondered at the silent passing of time.
I had thoughts to run high hills that day,
to gain serrated ridge, and stand above myself,
but I felt that I was not alone - here the silence
of the glens gave cathedral sanctity, a powerful
solemnity.
A sadness pervaded which I could not perceive;
the march of time had left its mark.
Two hundred years - and fifty more, ago
had seen the desultory claim to English throne
torn apart, and here rejection was the taste of
bitterness.
I sat and watched the rippled surface
release the breeze above the glen and circle
grey summits forever there, witness to past
glories, and to past defeats;
unmoved they have claimed the past
and perceptive minds may have a fleeting
glimpse and feel that they are not alone.
Peter Travis
The start of the Ron Hill Mile
Photo: Neil Shuttleworth
A Cracking Junior Fell Presentation
Dear Sir,
As a parent of two Horwich Harriers, who were fortunate enough to do well in this year’s (1998) English Fell Championships, I would like to convey our thanks for the splendid presentation held in Skipton on November 1st. The whole event was extremely well organised and thoroughly enjoyed by all three of our children and the whole Horwich contingent. A lot of time and effort had obviously been put into the whole awards afternoon. The prizes presented were excellent, including the superb trophies which, I believe, were new this year. The idea of giving t-shirts to all the top ten in each age category was a really nice touch and what made the whole presentation more meaningful was to have Fell Running Celebrities take part in the awards. I know our daughter Laura had her t-shirt signed by Victoria Wilkinson, Sarah Rowell, Ian Holmes and Matthew Whitfield and it’s such a treasured possession that it’s got pride of place in her bedroom and she’s wearing her brother’s!
All in all the whole event and atmosphere was great. A lot of credit must go to Eileen and Dave Woodhead who must have put a lot of effort into making the presentation the huge success it was. Also thanks to anyone else who made it all possible and to the FRA for providing such special awards to be treasured by so many up and coming fell runners. Thanks to all concerned, it’s great to see the future of the sport is being recognised and rewarded with such thought, time and effort.
Gareth Hughes (Horwich)
Thanks!
Dear Sir,
A line to express my utmost thanks to Eileen and Dave Woodhead for an excellent and well organised Junior presentation, action and fun for the kids from start to finish.
One thing that springs to mind that complimented the cups and medals presented, was the presentation of the “EXCLUSIVE T-SHIRT” commemorating the event, going as it did to the first 10 in each age category. This must be a treasured possession for all recipients, especially as in my son Luke’s case he had the T-shirt signed by the presenting champions:- Victoria Wilkinson, Sarah Rowell, Ian Holmes and Matthew Whitfield.
Long may this generous “extra gift” continue.
Yours faithfully,
Bob Paget
And Again!
Dear Sir,
In my capacity as Junior Captain of Horwich RMI Harriers and AC, I would like to pass on my thanks to all involved at the FRA for another excellent presentation afternoon in Skipton last year, and some fantastic trophies, medals and T-shirts. The new trophies are excellent and are a just reward for a year’s work for the winners. The replacement of certificates, for the individuals in each age category, by T-shirts, made this also a deserving reward, and as one Horwich junior who finished 11th was heard to say as tenth place went for his T-shirt, "one more point and that would have been me, just wait till next year." Also the medals for the members of the winning teams was very well appreciated by the winners and parents were very impressed with these too. I hope this will long continue.
The junior section of the club has supported the English Fell Championship for a number of years now, but their rewards this year was second to none. I hope that your rewards for such a varied and extensive prize list will be an increase in the number of juniors competing in the Championship over the season. I will once again be trying to ensure a good Horwich turn out.
May I also take this opportunity to thank Dave Richardson for all his work in his role as English Junior Fell Championship Co-Ordinator, he will be missed. I’m sure he’ll be out over the Summer watching the juniors and I’m sure all the readership wish him well.
Yours in sport,
Peter Ramsdale
Northern Ireland Fell Runners Association
1999 British Championship Medium Race on 22 May
based in Newcastle, over the Donard - Commedagh Route (as used in 1997).
Route information:
Length: 11km (6.8 miles)
Height: 1015m (3300 feet)
Records:
Men: 64’ 23” Ian Holmes
Women: 76’ 41” Angela Mudge
Travel:
By fast ferry, on four routes from Holyhead or Stranraer to Dun Laoghaire, Belfast, Larne. On most routes there are special offers for 2, 3 or 5 day returns. By air, to Belfast City or international airports.
Accommodation:
A list will be available from March onwards.
Entry forms and further information from mid-March onwards:
Ian Taylor, 52 Bladon Drive, Belfast BT9 6JN.
Tel: 01232-280790 (h)
Email: email@example.com
Fell found on Hyde Park (Exclusive)
The select group of readers who do most of their midweek training on Hyde Park may be interested to know that there exists a small patch of tussocky fell-like terrain amongst the otherwise beautifully cropped grass of the park. A leaky water main (we hope) provides year-round water to an area approximately 100m square, soaking the ground and barring the groundsman from proceeding with their mechanical maintenance. The result is an area of perpetually marshy ground and tussocks similar to those more usually encountered on the Lowe Alpine MM. The patch also sits on an area of moderate gradient for Hyde Park (about 2-4 degrees), so allowing any particularly dedicated mid-week fellrunner the possibility of short "hill reps", complete with wet feet. You will also impress your office mates with how you manage to get so muddy at lunchtime, even on dry days.
The until now closely-guarded secret location of this fell is as follows: 400m from Marble Arch on a bearing of 240° (runners taking this approach are recommended to look both ways before stepping out and to correct for the magnetic pull of the line of open-topped double-deckers at Speakers' Corner), 5-90m south of North Ride, just south of the "R" of "The Ring" on the London A-Z. It is hoped publication of this scoop does not unleash the floodgates on this limited resource. I propose naming this area Atkinson Fell after its illustrious discoverer.
Yours faithfully,
John Smallwood
15 Minutes of Fame?
Dear Sir,
A short documentary on the Long Mynd Valleys fell race 1998 was being shown at the FRA 'do' in November. I reviewed Dave Woodhead's copy and contacted London Television Service who made it (they make documentaries on UK life to send to TV companies abroad, apparently).
If anyone is interested in acquiring a copy for themselves, LTVS are offering two 'deal' prices, which are significantly below their normal charge. A one-off copy for someone who was part of the event would be £25.80, but an order of ten or more would bring the unit price down to £14. These prices include VAT and postage.
I don't want to oversell the video - here are the bald facts about it...
- the video contains 4 mini documentaries, on the following subjects: Lewis Carroll (8 mins), Greyhound racing (7 mins), Heathrow high speed rail link (5 mins) and Long Mynd race (7 mins)
- The documentary contains interviews with Mark Kinch, Jo Prowse, Lou Myers and Ian Holmes
- There are plenty of shots of the runners registering, at the start and running at various points of the course
Would anyone interested in buying a copy contact me. Depending on the numbers, I would either pass on the order details, or place a bulk order.
Chris Tomes, 01535 632856
(Email: firstname.lastname@example.org).
Yours faithfully
Chris Tomes
FRA Relay
Dear Sir,
I feel it's only right that credit should be given to Barry Johnson and all his helpers and sponsors for this year's FRA replay.
Everyone at Preston Harriers enjoyed their legs, and the way everything was laid out and how helpful C.F.R. were. We thought the race pack was very descriptive and the speed at which we received a set of results amazing.
It's clear a lot of time and hard work went into the event!
Yours faithfully
Steven Bamber
Preston Harriers
Freedom to Run!
Dear Sir,
We read the Secretary's Corner report on the Trespass Fell Run that we helped to organise with some incredulity. Supposedly "masterminded by two individuals who appear to have their own personal agenda (... neither are members of athletics clubs)" it sounded like some awful conspiracy masterminded (shades of evil genius) by outsiders (Reds under the Beds) who had some secret agenda (destruction of fell-racing as we know it today). The reality is much less interesting. The Trespass Fell Race was organised by a group of people who live openly in Sheffield, who fell-run regularly, who have all been members of Clubs for years and who even take part in and value many of the races that take place in the area every year.
Far from having our own agenda we have the same agenda as the Ramblers Association, the British Mountaineering Council, the Government and probably most fell-runners. It is that we should have the right to run and walk freely across uncultivated land where it isn't environmentally damaging. We were extremely clear about this in the leaflets we produced and in correspondence with Chris Knox of the FRA. It's a shame that the FRA don't feel able to subscribe to this policy - it rather leaves them out on a limb.
The route we chose was over an estate which prevents people running (or walking) over the Moors. It's centre-piece was Pike Lowe, a hill with an ancient burial ground (already excavated) at its Peak. It is a beautiful Moor with stunning views over the other 64 square miles from which we are banned. There is no good reason why we shouldn't run on this land...
(except we don’t own a gun and don’t want to pay £1000 a day).
Dark Peak and Penistone clubs are reported to have "distanced themselves" from the event. So we are particularly pleased to be able to congratulate Dark Peak runners for their success in gaining the first three places in the race.
The argument of the FRA is that an activity like this will harm the efforts of race organisers who have difficulty negotiating with landowners over races. We too would be very concerned if that was the effect. However there is no evidence at all that protest activities like this lead to less access or less amenable landowners. On the contrary, because they have a completely indefensible position, landowners tend to keep very quiet so as to avoid adverse publicity. The situation at the moment is that the Government is committed to legislating for the Freedom to Road but is naturally under very great pressure from the landowners to go back on this promise. The job of the FRA ought to be, alongside the Ramblers Association and the British Mountaineering Council, to ensure that pressure is maintained on the government from the other side.
Yours sincerely,
Jon Cowley
Dick Williams
**FRA Secretary replies:**
I simply put a few brief notes together to give our members the gist of a Committee discussion. The idea that I was suggesting a conspiracy is quite imaginative.
The constitutional role of the FRA is to look after the interests of fell running. While recognising that there are far too many no go areas in the UK, we must be careful not to jeopardise existing races. We think that in this case, the protest is about access generally rather than fell running in particular. Our members are free to take part in whatever campaigns they wish and I was just telling them that the FRA does not support this protest race.
On receipt of information, the FRA will do its best to resolve any difficulties facing fell runners. A few years ago we successfully challenged a North West Water proposal to charge 50p per head for racing over ‘their’ land. But I have to say that we have no reports from members, race organisers or clubs of any problems in the areas concerned. Incidentally, even over access land and rights of way, it is arguable whether there is a legal right to hold an actual race without the agreement of the landowner.
I have over the years joined in many access campaigns as a member of the Ramblers Association and a BMC affiliated climbing club. I guess this can be said of lots of our members.
*Mike Rose*
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**A New Look at The Championship: Simple Truth**
Those with a more personal interest in the Championships than me may comment but whilst Mark Rigby’s “A New Look at The Championship” made interesting reading (The Fellrunner: October 1998) it seems to me that the approach outlined remains flawed because one brilliant (or even lucky) performance could provide the winner of one race with a points advantage that would distort the whole race series.
Of course a time/performance system has merit and Skyrac AC use such an approach (calculated to the second) for its “Best 5 from 10 Races” Annual Handicap Championship, with the resulting problem that runners do not know how they are doing during each race, or even after it, until all the results are in and the calculators are out.
Fellrunning is not the Decathlon and a position/points system that approximates to “the runner in front is beating me” has the great merit of simplicity which is, as Shakespeare wrote, “simple truth”.
Yours faithfully,
*Graham Breeze*
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**A Question of Status?**
Dear Sir
If you watched the Sports Personality of the Year back in December you will have seen Michael Owen win the competition. On behalf of the Mens and Womens English Champions I wrote to the BBC asking if Ian and Angela could be invited to the Awards Ceremony. A copy of the BBC’S response follows.
I feel that part of this was due to the fact that in 1998 we had both the Commonwealth and European Games. I can confirm that I will try again this year and I would urge all members to vote for our English Champions. This will give them credibility and recognition. I hope to provide you with further information in the October magazine.
*Richard Day, Chairman*
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Dear Mr Day,
Thank you for your recent letter about Ian Holmes and Angela Brand Barker and please pass on our congratulations to them.
I appreciate your wish that their achievements are included in the BBC Sports Review of the Year and that they receive invitations to the programme. However, I hope that you can appreciate that we have many claims for the limited air-time available and on places in the studio audience. It has, as always, been a very busy sporting year and it will even be difficult to do justice to the sports which have made a significant impact on the sporting life of the nation. The whole programme is a massive exercise in précis and inevitably we have to draw the line somewhere. Therefore I regret that we will not have the space to feature Fell Running or have the champions present on the night.
I am sorry to disappoint you.
Best wishes
*Dave Gordon*
Executive Editor,
Sports Review of the Year ’98
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**Mountain Trial Secure**
Dear Sir,
I write on behalf of the Lake District Mountain Trial Association concerning sponsorship of the Mountain Trial. The success of this year’s trial owes a lot to the hospitality and very generous financial help from The Wasdale Head Inn (they provided all the food free); and to the support of Ken Ledward Equipment Testing Services (for the maps) and of Silva UK for most of the prizes. Our sincere thanks to all these sponsors and also to Chris Brasher who provided prizes for the new Open Trial.
We are now pleased to let all fellrunners know that for the next three years the principal sponsor of the Mountain Trial will be The Climbers’ Shop, Ambleside. KLETS with Harvey Map Services have agreed to provide the maps, and Silva UK to finance prizes as before.
We are going to run an Open Trial again in 1999, and Chris Brasher has agreed to provide the prizes for this.
It’s good to know that the Mountain Trial has a secure future up to its 50th anniversary in 2001.
Yours faithfully,
*John Lagoe*
Chairman, Lake District Mountain Trial Association
Vote with your Feet
Dear Sir,
In "Bit at the Front" in *The Fellrunner* for October 1998 you raised the issue (previously tested in the June 1997 issue) of publishing extensive race results, particularly of the "not-quite-a-fell-race" variety.
From discussion in the Skyrac clubhouse I conclude that "Results " Reports" (News & Views and "Secretary's Corner") remain the heart of the journal, are looked at by every FRA member and so should continue to be published as at present.
Since results follow events, your questioning the "purity" of what constitutes a fell race prompts an examination of The Calendar and of the 409 events listed in the 1998 edition about 80% of the results appeared in *The Fellrunner*.
The increasing bulk of The Calendar was raised by Dave Jones in the 1998 edition and his view was that the provision of choice was a good thing. After all, events are not compulsory and inclusion is just a form of advertising.
I believe that the marginal races listed in The Calendar can be useful learning events for ex-road runners moving on to the fells and also "fun" events for those who have already mastered the Ennerdale, etc.
However, if there are too many races I suggest that the "virtuous circle" (FRA members read The Calendar - Choose which races to compete in - Read reports in *The Fellrunner* - Seek out/Avoid that event in the next Calendar) will ultimately determine a natural level and where, as happened on 29th August 1998, twelve races are mounted then fellrunners will choose which to support and those with less appeal, for whatever reason, will fade away.
Surely choice, ie fellrunners voting with their feet, is preferable to strict criteria, quotas, elitism ... none of which are compatible with the joie de vivre of fellrunning?
Yours sincerely
Graham Breeze
Mugs or Pots?
Dear Sir,
Recently I entered a well known fell race where it had been the custom and practice for a memento to be given to all runners - great and small. These mementos are treasured and sometimes never used e.g. mugs, t-shirts etc. Unfortunately, the race committee had this year made the decision to award the winners with "proper" prizes and these were distributed with the customary aplomb.
My question to fellow readers and 'also rans' like myself who never feature in the prizes is should fell running be supporting the growing trend for professionalism and pot hunters or should our tradition of sharing success amongst the field be heralded as one of our 'core' values?
This is not to detract from the superb achievement of anyone who wins a race, or is in the top ranking positions, but to recall that without the support of the 'also rans' who dedicate their time and pain to compete in the event - there would be no race at all!
I would welcome other people's views upon the subject.
In support of sport
Rick Robson
Belated Congratulations
Dear Sir,
May I offer belated congratulations to Borrowdale Fellrunners, to Keswick A.C. and to Miles Jessop of The Scafell Hotel, Rosthwaite on 25 glorious years of The Borrowdale Fell Race; consistently one of the best events in every respect.
Yours faithfully,
Edwin Coope
(Horwich RMI Harriers)
Skiddaw Fell Race
Dear Sir,
FRA members may have noted from the 1999 Handbook and Fixtures Calendar that, for the first time, the event is to be organised by Keswick A.C.
The race, as we know it, was first organised by the Lake District Mountain Trial Association in 1974 under the direction of Des Oliver of Otanah, Thirlmere who continued in this role, supported by Mike Pearson of Keswick as Race Secretary from 1980, until 1994 when Mike became overall organiser. At the same time Keswick A.C. offered to take joint responsibility for promoting the event and this has led to the current situation whereby Keswick A.C. have taken over total responsibility.
May I place on record the thanks of the LDMTA, particularly to Des Oliver and to Mike Pearson, and latterly to Keswick A.C., and to all those who have supported the event over the years.
May I also wish Keswick A.C. continued success and remind runners that Kenny Stuart's record of 62.18 has stood since 1984 and that Sarah Rowell's record of 73.29 has stood since 1989. The magical hour remains to be broken!
Yours faithfully,
Edwin Coope
(General Secretary LDMTA)
Noonstone Verboten!
Dear Sir,
We have heard a lot in recent years about problems with access to the fells, but I know that all over the country there are excellent examples of co-operation and goodwill between runners and land owners. Here in Todmorden the existence of races such as the Shepherd's Skyline, the Noonstone (English Championship Race 1999), the Stoodley Pike Race and the Flower Scar depends very much upon just this sort of co-operation.
In the case of the Noonstone the greater part of the route is not run on public footpaths, and so we think it is reasonable to say to runners: PLEASE DO NOT TRAIN OVER THE NOONSTONE COURSE.
Yours faithfully
Derek Donohue,
Secretary, Todmorden Harriers
Todmorden's Jon Wright on the 'wall' at the Boulsworth finish
Photo: Peter Hartley
Black Forest, Germany
On behalf of the lads (who can’t be bothered to write) and us (the girls) we would like to thank the lottery for funding the trip this year.
Unlike last year we were able to fly to Germany. This made the trip a lot pleasanter and exciting as we were able to go to the opening ceremony and travel in comfort as well as having much better accommodation than last year, including a swimming pool. One highlight of the trip was having our own private spice boys to accompany us. Let us introduce them: Pansy (Adam Sutton, known for his slick, gel, back combed hair), Goldie (Stephen Savage, do we need to say why?) and Posh (Andrew Symmonds, just listen to him speak). At first glance we saw three innocent people but after going back to our apartments on the last night like three drowned rats (due to being subject to several buckets of water thrown over someone’s balcony, we wonder whose!) our opinions soon changed.
The race proved to be a success with Kate winning the race and Sarah, her age group. With chatterboxes help we managed to bring the winning trophy home. The Spice Boys, who came second, with Adam second overall and excellent support from Stephen and Andrew, could not cope with being one down on the girls. So on the Sunday they made it even as they won the relay race and we fought strongly to finish just behind the Moldavien team.
One thing that can not go without a mention was Sarah’s superb golfing skills, which were only equalled by Kate.
Sarah’s accurate shot almost caused Goldie to be “savaged” by a dog.
On a final note we would like to thank Pete, Ann and Norman who made the trip a success and an experience to remember. They also created an excellent team spirit that enabled us all to become good friends, even though the boys did decide that a water fight would be a good idea on the last night! We would also like to thank anyone who helped to fund the trip including Pete who supplied the England track suit.
- Kate, Sarah, Victoria
Other Juniors in Action
Top: The Charlotte Slater Memorial Kellbrook Fell Race attracts a large field - this is just the junior start. Photo - Peter Hartley.
Bottom: Adam Crosland finishes second in the World Trophy. Photo - Wendy Dodds
Below: Winter woolies the order of the day for juniors at The Stoop (Peter Hartley) while (right) a young Horwich runner found sunshine at the Three Shires. Photo - Steve Baieson
By the time you read this Dave Richardson will have hung up his Junior Co-ordinators blazer and returning to the relaxing life of a non-member of the FRA committee. Readers of the last issue will know that Dave has after 10 years dedicated work for the Junior section of our sport has many other things on his plate and asked if there was anyone out there to take over.
Having volunteered to take over the role I also get the job of writing this column. For those of you that don’t know me I live in the Dales and run around them quite a bit. I have been involved in coaching young athletes on the fells and over the country for nine years now and probably my greatest success (racing or coaching) was to introduce Charlotte Sanderson to the sport. I used to race on the fells in the dim and distant past but the less said about that the better. If you see me pull on a vest to race these days it is usually an act of recklessness.
Dave presided over the Juniors during a successful period in terms of increased structure to the life of a Junior Fell runner including Junior squad sessions and training weekends, the introduction of the Junior Do, and international successes not least a Junior World Champion in the shape of Victoria Wilkinson. I am sure that when you see him around you will want to say thanks to him for all of his hard work.
This years Junior and Intermediate Championship qualifiers will be held at the following races:
- Wrekin
- West Nab (also Yorkshire Championships)
- Dodd Fell
- Settle Hills
- Latrigg
- Sedbergh Hills
The keener of you will have spotted the clash between the trial for the Black Forest Teenager Games (Latrigg) on the same day as Dodd Fell. The trial has been moved and will now be held over the same course on Sunday 13th June.
As in previous years the final score will be calculated from the best 4 results from the six races series. The U18 girls can breathe a sigh of relief as their race at the Wrekin will not be over the senior course as last year but a modified and shorter route. For the first time the Intermediate Championship races will also take place at all of the same venues. These will be held in conjunction with the senior races where the distances are suitable but at the Sedbergh Hills round it will be over the U18 course.
As this magazine only goes to members of the FRA the chance of many of the junior fell running fraternity actually reading this in their own copy of the magazine is quite small. Last year there were only 46 junior and intermediate members of the FRA and I really would like to increase membership this year - the more of you there are in the membership, then the louder I can shout on your behalf. For future years I hope there will be a different structure to the subscription system so that it is more favourable towards juniors. There should be a membership stall at all of the junior championship races so that you can join on the day (mum & dad can sign up, too).
There was an excellent turnout for the Junior ‘Do’ at the Hanover International Hotel in Skipton and on behalf of everyone there can I say enormous thank you to Dave and Eileen Woodhead who are energetic beyond belief in their organisation. Prizes were awarded by Sarah Rowell, Ian Holmes, and a couple of (more) recent Juniors who have gone on the represent the country at senior level this year, Matt Whitfield and Victoria Wilkinson. There was a full set of sparkling medals and trophies for all of the age groups (many thanks to the FRA committee for the money spent on these) and thanks to Dave for organising the introduction of special t-shirts for everyone who placed in the first ten in each of the age groups. There will be more of these next year so keep training. Loads of photographs from the previous season’s races were on display and available to take away at the end of the afternoon. Lots of food, massive sounds from the stereo, some bizarre balloons that defy description and videos from previous years’ international races. All in all an impressive afternoon.
As a follow up to last years junior elite squad day at Sedbergh, Norman Matthews has attracted some very generous funding from the Three Peaks Race Association to hold another. This will be on the 20th and 21st of March and is normally reserved for the leading contenders in the English Championships and especially hopefuls for the World Trophy which will be held in Malaysia. This years race will be of the ‘up and down’ variety so it should give those of you who are better descenders a chance this time around. Well known to some of our senior runners, it will be another exotic location for the U20 representatives to travel to.
For the high-fliers amongst you there is a much greater opportunity to win an English vest this year. The Knockdhu Classic, held in County Antrim will have a separate junior women’s race this year so that the better juniors will not have to compete alongside the senior women for a place in the team.
The British Junior Home Internationals will have new age groups this year. The event at Cavehill, Belfast on October 10th will have races for U18 and U16 teams for both boys and girls, so there should be lots of new internationals on the scene by the end of the year. It should be an exciting year for junior fell running so please get along to as many of the races in the calendar as you can, it could be you in an international vest at the end of the year.
Please introduce yourselves to me at any of the races. If you have any ideas I am always willing to listen, especially to good ones!
Mark Rigby’s article in the October issue of *the Fellrunner* magazine was most interesting and highlighted some important issues in scoring championship performances. Firstly, I would like to support his suggestion for a system which better reflects actual performances, instead of just race rankings, and is less susceptible to variation in the field of runners. Also, I would like to add some (technical) thoughts on the proposed system which I hope may make it easier to use, as well as more robust.
Essentially what we need is a summary of the races which is consistent between races - if the races were over exactly the same course (hardly a good model for a championship, but it illustrates the problem), then a simple summary would be the runner’s times from each race and hence the winner overall might have the smallest total time. Using rankings from each race is in some ways equivalent, although less sensitive, since winning margins are ignored and one-off-racers (to use Mark’s terminology) can push contenders down unfairly.
While ranks account for different length races, times do not and would clearly be biased towards the longer races. What we want to do then, is to normalise the times, so that they are more comparable between races - i.e. we seek a measure of each race which is consistent. For races on the road, we might use the distance, although this has its problems, since longer races are necessarily slower. For races on the fells, we might use some measure derived from the distance and the ascent, although this doesn’t take account of all of the conditions in the race (as an aside these do give quite a good prediction of course records for Scottish hill races).
A better measure is derived from the actual results on the day. One benchmark might be the winning time, which seems sensible, although it does assume that the winners of each race are equally good - as does the use of ranks of course. Mark’s suggestion of using the mean finishing time is a sound idea, since this only relies upon the field in general being comparable between races, which is more reasonable.
The median (the middle time) would be a better summary and is simpler to calculate - in a race of 99 runners, it is the time of the 50th finisher, in a race of 100 runners, it is the average of the 50th and 51st times - and is less affected by very slow or very fast performances (though of course the very fast will receive a score which reflects their achievement). Mark’s calculation of the championship results changes slightly with medians, which are in general lower than the mean times - for Buttermere the median time is 7221s against a mean of 7322s.
Can we look at this a little more to check that it is sensible? I have looked at the distribution of times in the Carnethy race in the Pentlands in 1998 (since these results were available electronically). Figure (a) shows the distribution of times in this race - high values show that more people were finishing in these times. This shows that most people took about 4300 seconds, while the winner (John Brooks) took 2901 seconds.
Looking a little more closely, we see that the ‘tail’ of this distribution is quite long on the right - i.e. slow people take considerably longer, which agrees with what we all know - it is harder to make up time when you are already running fast, than when you are running slowly. This is the key to making sense of these numbers - instead of time we look at 1/time - a slightly odd measure, but it is simply proportional to speed, without the distance in the formula. Figure (b) shows that this is much more symmetric - i.e. differences in speed are equally hard at the front (right) and the back (left) of the race, although of course these differences have a bigger effect on the time at the back. This says that the distribution of speeds in a race follows approximately a Normal distribution, indicating that there is a good spread of different abilities, with more people running close to the average speed. This is as we might expect, whereas the times suggest that the field is biased towards fast runners (low times in Figure (a)), which seems unlikely.
My suggestion then is to use the median(1/time) as the measure of average speed of a race - i.e. each runner’s(1/time) is divided by this, or more simply, the median(time) is divided by the runner’s(time) (since median(1/time)=1/median(time), which is not quite true for the average) - i.e. for this race, the winner ran at $4300/2901=148\%$ of the median speed. The winning lady (Angela Mudge) ran at $4300/3456=124\%$ of the median speed (note that there are too few women to get a reliable estimate of their distribution of speeds, but nevertheless we can compare their performances using the whole field, as that is simply a measure of the difficulty of the race).
To summarise then, a robust and simple way of calculating championship performances in races of different distances, is to divide the median (middle of the field) time by the time for any given athlete.
Assuming that similar quality fields (on average) are running each race (reasonable for championship races), this gives a sound measure, which can be compared between races and added up to calculate championship placings (bigger is better). It is not influenced by the distance of races, or by lots of one-off-racers, unless there are enough to influence the median, and it rewards large winning margins (but not simply winning, as the current rankings do, except that the winner of course has the highest score). Doing the calculation this way (in terms of speed) also uses a better distribution (this result holds in several large road races, cross-country and other fell races) of which the median is a good summary. The median(time) is also a simple measure which allows all runners to measure their performances between races - median (time)/my(time) - regardless of whether they are near the 150% mark.
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The 'phone was ringing when I arrived home at 9.30pm, Sunday 27 September following a successful fellrunning course which I helped organise. As usual my arms were laden with bags, paperwork, maps and sweaty festering runners things that had heaped in the foot well of the car having accumulated throughout this wet spring and summer. Everything dropped to the floor in a haste to beat the answerphone.
It was Nigel from Dumfriesshire who had been on the course. Could he book two places for next year's course and there may be a third person. Would we accept bookings for juniors? Three bookings for next year's event already.
Despite forecasts of bad weather Elterwater was bathed in sunshine over the weekend of 25 - 27 September when 30 people came together from the length and breadth of Britain to pick the brains of 8 excellent and well-known fellrunners and orienteers who had volunteered their time to take people out onto the fells to oversee their progress on aspects of fellrunning, map reading and compass work.
After a disastrous Saunders where I was left blind to my 1:40,000 map of Borrowdale after my glasses were blown off then trodden on by an over keen fellrunner early on in the event I felt the need of reassurance that declining sight did not mean an end to life, the universe and mountain marathons. Perhaps the talk on equipment might give details about easily carried magnifying glasses. I couldn't be the only person with this problem.
John Gibbison, the course Director, said that Derek Radcliffe had volunteered time on the Saturday to assist the event. I had seen this dream on legs in action 1 June when he won the Duddon Valley Long Fell Race. (That was the HOT day of this spring and summer). Also Peter Knott, previous organiser of the Karrimor MM, had agreed to instruct this year. He provided valuable advice on hypothermia and hyperthermia, how to recognise symptoms and treat. Most important was advice on how to prevent these conditions occurring.
At the eleventh hour Richard Lamb was coerced by John to come for the weekend. Richard is extremely kind and patient. During a pre breakfast run he ran partway with me uphill and gave valuable advice on breathing for uphill running. I have since put his advice into practice. Although I have been training hard to improve my race times his advice certainly helped in my latest 26 mile race when I shaved 13 minutes off my PB time for that distance over a tough course. Steve Batley had also agreed to give his time despite having organised and run his own navigation course for the FRA at Kettlewell earlier this year.
Wendy Dodds arrived early Saturday morning to take a group out onto the fells. She not only provided proven advice on lightweight effective equipment and clothing for mountain marathons but was able to give a practical demonstration on how to remove a tick properly, using as a model one tick lodged deeply into the pubic hairs of a nameless male participant - (who found himself surrounded by 15 women with Wendy flourishing her tick remover.) Tick removers can be obtained from your local Vet.
What I enjoy most about organising this course is putting faces to the people I have spoken and/or written to over the year. Stephen Goulding had travelled from Wiltshire and had spent the previous week on holiday in the Lake District with his wife. He had run the Three Shires Fell Race on 19 September where he was positioned 12th. What motivated him to attend the course was when earlier this year he found himself in mist on a fell race and he realised from the slope of the ground that his position was precarious. At the time he sensed that he was in extreme danger. When, for a moment the mist cleared, he was horrified to find himself on the edge of a cliff.
Lynda, Irene, Elaine, Annie, Brenda, Freda, Christine, David and Brian, a group from Blackburn Road Runners provided inspiration and motivation for me with their determination and enthusiasm to enter relay fell races. I hope they fare well in the Ian Hodgson. Most of the group had already attended the Kettlewell Experience at Easter but wanted to also see what Elterwater could offer in view of their impending race in the Lake District. They all remarked on the difference between the stone walled moorland Dales hills of Yorkshire and, as Lynda put it, "Death by knolls", in the Lake District.
On the Friday evening John Gibbison explained map-reading, use of a compass, bearings etc with the other helpers. Most of Saturday was spent on the fells where theory discussed on the Friday evening was put into practice before returning to the hostel to prepare for the night exercise, finding certain checkpoints in the dark.
Night was black, star-studded and moonless. On such a night as that everyone had to trust and use the compass. The next morning everyone returned to see where the night event had been, and given the opportunity to see where they had fought and struggled with ferns, bogs and knolls and compare the lie of the land against the mapped area. 3 errors were found on the map.
The final event, the Silver Howe Chase, was designed as a mini Karrimor. This event brought together everything discussed, practised and learned over the weekend. It was non-competitive, a taster of MM conditions. Everyone was given the opportunity to race and find checkpoints on their own, but help was there only when needed. I checked people out and saw them in - and by their faces everyone felt the excitement of the chase.
Nick Owen, Warden of Elterwater Youth Hostel where the course was held, allowed us to use the facilities of the Hostel for the whole period leaving it open for us until we left on Sunday evening. Elterwater Youth Hostel is a beautiful old building, like an old farmhouse with a large kitchen for those who prefer to cater for themselves.
For those who didn't want to cater for themselves the food the Hostel prepared was good, especially after a day out on the fells, brain heavy with valuable and needed information and a night event to look forward to.
The weekend is filled with enthusiasm from people such as Norman Copeland and the other Lostock Harriers who came this year, Blackburn Road Runners and all those other runners who want to run in fell races and feel confident that should the mists come down, darkness fall or be unfortunate enough to get lost they would be in a position to know what to do.
Anyone wanting details about 1999 courses please write to me at 99 Harewood Road, Harrogate, HG3 2TJ. A SAE would be greatly appreciated.
Lyn Eden
Access - The freedom to run
There’s a national debate about access that’s passing us by. Where we are allowed to run and race is an issue that affects us every time we pull on our running shoes. Access in some parts of the country is good, but there remain huge areas of mountain and moorland that are closed to us. Organisations like the Ramblers Association have been active for some time in campaigning for improved access, but there has been strong opposition to this from some landowners. There’s talk of legislation to improve access but nothing will happen unless the government has support from the public. In this debate fell runners should be an interested party, yet we’ve been strangely silent. I hope reading this article will spur you on to discuss this issue, and more importantly to do something about it.
I’ve written briefly about the Right To Roam and also asked runners in other parts of the country to say what they think. There has been some news recently (November 1998), of progress towards Right To Roam legislation. I still urge you to support this campaign until a law has actually been passed. Proposed legislation has a habit of being watered down and I for one, want to make sure we do end up with significantly improved access.
Bob Berzins
Sheffield.
ph 0114 2668415
The Right To Roam
You may have seen some publicity about "the right to roam" and wondered what’s this got to do with fell running?
If you read on, I’ll try to explain why this an important issue that affects all runners, an issue that’s worth a bit of your attention. All the land in this country is owned by someone and we can only have access via a public footpath, or with the landowners permission, usually through an access agreement. There is no special status for the hills we run over, and many landowners refuse their permission. The access situation is much better in some parts of the country than others but even in the Lake District for example there have been some worries. Remember the privatisation of the Water Companies, everyone throughout the country wondered if the newly privatised companies would withdraw their access agreements, with the possibility of races like Ennerdale being cancelled.
There are over 60 square miles of high moorland in the Sheffield area alone where we’re not allowed to be there at all, never mind run a race. The principle of following a footpath through farmland, getting to the fell gate and being able to choose your own route to the top of a hill just doesn’t apply around here. Step off the footpath and you risk the wrath of a gun toting gamekeeper. And there’s very few public footpaths anyway.
So what is the "right to roam"? Well this is where it gets political. Many Labour MP’s believe there should be a statutory right of access to mountains and moorland, which would give everyone the right to walk or run over the upland areas of our country. A new law would need to be passed to give people this right. So what’s happened so far? Some landowners have always had very strong objections to public access on their land, but more recently, landowners and other country folk joined together to object to these and other government proposals (you may remember the march in London). The government backed down from introducing legislation straight away and instead introduced a two year consultation period, where landowners were invited to come up with voluntary access agreements.
The Countryside Landowners Association (CLA) was given £70,000 to make this happen and 15 months later the only increased access was 20 acres in Norfolk. Many groups who have taken an interest in access are sceptical of ever seeing any significant improvements from the landowners and believe the only way to see any lasting benefits is to ensure that we do have a "right to roam" law.
Although a group of MP’s want to see "right to roam" legislation, the law will only be changed if there is public demand. The Ramblers have been actively involved in campaigning for a "right to roam" and I think we’ve got them to thank for this still being a live issue and one which receives regular publicity.
So what do you think? Would you like to see a statutory right of access to the hills and if so are you happy to leave it to someone else to make it happen. There is a very real danger that if we don’t make our voices heard this legislation will not occur.
What about Races?
Many runners I’ve talked to are worried that even discussing the right to roam will upset landowners who will withdraw permission for races. If you are worried about this, you can still support the right to roam as an individual, remember this is a national campaign. I know some race organisers have spent years building up relationships with landowners and we all enjoy these races, but a landowner can withdraw permission at any time he likes, he doesn’t even have to give us a reason. Where we do have an established race, just because we’ve entered a debate on improved access in general, this doesn’t turn us into irresponsible land users. The right to roam doesn’t mean kicking down walls and fences and I’m sure any reasonable landowner would appreciate this.
What can you do?
We need to let our MP’s know what we think.
- The best thing to do is to write in your own words or ask for a meeting with your local MP. Otherwise you can sign the form below and send it to your MP. Your local library can tell you the name of your MP and the address of his local constituency office, or you can send it to the MP c/o The House of Commons (address below).
- Discuss the issue in your club and ask your club committee to approach your local MP with your support
- Ask the FRA to develop a policy and get involved in the campaign
---
To: ...............................................................
.................................................. (MP’s name)
Westminster Office, House of Commons, London, SW1A OAA.
Member of Parliament for ..................................................
....................................................
THE RIGHT TO ROAM
I believe the Government should introduce a statutory right of access to mountains and moorland.
Please raise this issue with the Secretary of State for the Environment.
Signed ....................................................
Name ....................................................
Address ....................................................
....................................................
....................................................
ACCESS IN BOWLAND
At the very outset of this article I must confess to possessing double standards on the subject. On the one hand it would be a great sense of ‘relief’ to think that from any point on an open moorland road I could ‘trot off’ into the vast wilderness that is Bowland, safe in the knowledge that nobody had any legitimate grounds on which they could challenge my presence. On the other hand, comforting myself with the fact that my actions are not criminal, (I am informed that trespass is a civil matter) and having spent many years ascertaining those points of access, to the fells, which are not easily detected, I gain great satisfaction from being able to spend a 12 hour day on the Bowland tops without seeing any trace (other than the work of wall and fence builders) of another human being. No litter, no cairns, no eroded footpaths, no ‘repaired’ footpaths. Just ‘virgin’ moorland, gritstone outcrops and 16 trig. columns above 1000’ altitude.
It would be totally erroneous to suggest that the public is denied access to all the fells of Bowland. There are some public footpaths, some ‘access areas’, an ‘access strip’ and an increasing number of ‘concessionary footpaths’, notably on the North West Water property, which forms the southern flank of the watershed. Are these concessionary paths a result of ‘caving in’ to those who are prepared to trespass, or should the trespassers feel guilty of their actions in the light of such concessions??
Analysing the access situation at each of the 16 x 1000’ O.S. trig. columns will give a reasonable, but nonetheless incomplete, overview of the situation. Starting in the N.W and working counter clockwise in a logical ‘round’:
1. Clougha Pike (1,355’), was historically served by the only public footpath on this area of the fells. Now at the ‘hub’ of the Clougha Pike Access Area which covers the northern flank of the fell down to the headwaters of the River Conder, the western flank down to the enclosed land at the foot of Birk Bank (large car park), the southern flank to the Trough of Bowland road and the east ‘ridge’ up to the summit of Grit Fell (1,500’) with a large car park at Jubilee Tower where the Grit Fell fence abuts the Trough road. Large car park to the north (Baines Crag) with footpaths linking to the access area. Access is often revoked during the grouse shooting season, and during dry spells when there is risk of fire. This does not affect the public F.P. from Quernmore via Rowten Brook. Western flanks are traversed by the Darrens Jones Memorial Clougha Pike Fell Race. (Grosvenor Estates - Duke of Westminster).
A quick anecdote:- The fell access was revoked from the end of April during the exceptionally dry Spring of 1984. At Quernmore Sports Field (3rd Saturday in May), Harry Ball, then Clougha Pike Fell Race organiser, was instilling in those assembled on the start line that a special concession had been granted for the running of the race. One wag on the start line queried, “Does that mean I can’t have a fag on the climb?”
2.& 3. Ward’s Stone, 2 trigs (1,837’ & 1,841’), gained by 12 metre wide, eroded access strip from Grit Fell. Strip continues east along a curving ridge, then swings south to follow the headwaters of an infant River Wyre before meeting the roadhead at Tarnbrook hamlet, very limited parking. (Grosvenor Estates)
4. Wolfhole Crag (1,729’). Where the access strip leaves the ridge/fence a concessionary F.P. continues along the ridge over a crossfence to this trig. This same path continues down the N.E. flank to abut Hornby Road, a fell track with B.O.A.T. (Byeway Open to All Traffic) status. Returning down the west flank of the Crag to the crossfence, another concessionary F.P. follows this fence down over Brennand Great Hill to Miller’s House, where a stile crosses the wall and the path heads west to abut the high point of the public F.P. from Wyresdale Tower Lodge to Tarnbrook. (NWW & Grosvenor Estates)
5. Whins Brow (1,562’). No public access. A public F.P. (Trough Barn to Brennand Farm) crosses a col on the east ridge. (NWW). Private signs on the western flank. (Grosvenor Estates)
6. Hawthornthwaite Fell Top (1,568’). No public access. The northern flank is protected by a veritable legion of ‘PRIVATE’ signs which stand virtually shoulder to shoulder along the Trough to Scorton road. (Grosvenor Estates).
7. Hazelhurst Fell (1,407’). Remote from any direct road access, although adjacent to (north west of) the footpath over Fiendsdale Head stile (as used by Bowland Fiendsdale racers). Part of the Bleasedale Estate which makes its desire for privacy known at all opportunities.
cont’d →
8. Fairsnape Fell (1,673'). At the hub of the Parlick Pike / Fairsnape Fell / Wolf Fell access area (will be familiar to Fiendsdale and Paddy’s Pole racers). Restricted car parking @ Fell Foot..
9. Totridge Fell (1,627'). From checkpoint 2 on the Fiendsdale race route, a concessionary F.P. now follows the fence / ridge E. then N.E. to Totridge and continues down to abut the public F.P. from Hareden to Chipping at its high point on the col. Used by the Hodder Valley fell-race when run from Dunsop Bridge (NWW?)
10. Spire Hill (Longridge Fell) (1,148'). Detached to the south of the main Bowland massif. Well served by a network of public and concessionary F.P.s, some of which are very peaty and eroded, others have undergone hurried and obvious ‘repair’.
11. Waddington Fell (1,296'). Again detached from the main of Bowland, N.E. of Longridge Fell. No public access to the top of the fell. This pretty little ‘top’ is in danger of being ‘hauled away’ by the 8 wheeled tippers of Waddington Fell Sand Quarry. Walloper Well (of the ‘Whizz’) close to the quarry entrance.
12. Burn Fell (1,414'). No public access, although no evidence of ‘private’ signs. A public F.P. crosses a col (Dunsop Head) on the northern ridge. (NWW).
13. White Hill (1,785') No public access. Obvious approaches are from the high point of the Slaidburn to Bentham road (Cross of Greet) or the Hornby Road track. Some ‘private’ signs in evidence along the road to the north of the Cross of Greet.
14. Bowland Knotts (1,411'). No public access. Adjacent to (west of) the high point of the Bolton by Bowland to Clapham road. ‘Private’ ‘Keep Out’ etc. scrawled in white paint on roadside boulders!!
15. Burn Moor (1,319'). No public access. Some ‘private’ signs in evidence. The Bentham Gala 10 contours low on the northern flank.
16. Caton Moor (1,184'). No public access, although no evidence of ‘private’ signs. A public footpath skirts low on the eastern flank from Winder Farm to Thornbush Farm. Wray Caton Moor fell-race uses the N.E. flank. Western flank is now a wind farm.
Bob Berzins asks why fell runners are not as active as say the Ramblers Association in campaigning for ‘right to roam’ or similar access agreements. It is not that fell runners are apathetic on the issue. I believe the answer lies in the following rationale.
Any game keeper / estate manager worth his salt and with some ‘fell miles’ in his legs should be capable of catching and confronting a group of ramblers / back-packers, who usually walk in relatively large or family groups of varying ability at the pace of the slowest group member.
Fell runners only congregate in large numbers at races, for which prior permission has been sought from the land-owners. I can’t recall ever going out on a fell training run with more than two others. As fell runners travel at say two to three times the speed of the fittest fell walkers, then a fell runner only spends between one third and one half of the time that a walker would, on a given route. Thus a small group travelling fast is less detectable than a large group travelling slowly. If detected the fell runner still has speed on his side. The gamekeeper has the option of, trying to match the runner’s speed, or guessing the runner’s intended route and setting an ambush. Alas! these tactics cannot be relied upon on easier terrain due to that despicable invention, THE QUAD! However, the noise of the internal combustion engine is on the runners’ side.
This introduces yet another argument. The public is kept at bay to avoid disturbing the game. Yet the land-owners and their representatives bull-doze gravel tracks across the fells (with no requirement for planning permission, it is classed as agricultural development), along which they drive 4x4s. Where tracks do not exist they travel on quads! Just who is guilty of causing the most disturbance?
If we were to campaign for ‘the right to roam’, then we should remember that every right implies a responsibility.
Because we participate in a sport that is physically and psychologically demanding it does not absolve us from respecting and observing those standards of behaviour which would be expected of the public at large. The odd second that is required to stuff an empty wrapper/sachet back into the bum bag and the negligible weight of the empty wrapper/sachet is nothing like as detrimental to one’s performance as the effort of carrying the wrapper/sachet full of food/drink up the fell and the minutes that are wasted extracting the feed from the bum bag and consuming it. As I have written in previous articles, in fell-running the philosophies of the true mountain man come into sharp conflict with the philosophies of the elitist athlete.
It is totally unacceptable that any wild place or fell-race route should even begin to take on the appearance of a marathon feeding station.
In closing this article, I will illustrate the above point with a second anecdote:-
A friend of ours who is a club-runner of respectable performance, usually well within the top half of the field at most fell-races, this year ran at Fairfield. Descending off Fairfield over Hart Crag and Dove Crag he was in the company of another, unidentified, ‘athlete’ of similar ability. On one of the descents, some ascending walkers were encountered. Our friend was horrified on hearing his ‘companion’ yell,
“Get off the f****** path. Get out of MY f****** way.”
The same ‘athlete’ later drew an aluminium foil sachet of Lucozade Sport drink from his bum bag, consumed the contents, then pushed the empty sachet between the stones of a cairn. It should still be there, glinting in the sunlight at the next millennium! Remember, this was not right up at the sharp end of the race, but down towards mid-field. Not that any position in a fell race would constitute an excuse for such behaviour.
I was extremely disappointed that our friend did not identify this character to the race organiser, and instigate some form of disciplinary procedure. Banishment to south of Birmingham, for life, would be quite fitting.
If the walkers involved are active members of the Ramblers Association, and this incident has been fed back; is it likely that the R.A. will be interested in forming an alliance with the F.R.A., in future access negotiations?
Ian Roberts, Lancaster.
&
Andy Walmsley, Chorley.
especially at Whinberry Naze where Roadrunner and Daffy Duck along with clowns and a dragon joining in the festive fun. Roadrunner: Matt Whitfield, Daffy: Rob Jebb, Clown: Pauline Dore, Dragon: Todmorden
(all photos: Peter Hardley)
**TOTLEY TERMINATOR**
Derbyshire
BL/18.5m/3000ft 6.9.98
After the midweek weather forecast of hurricane winds and heavy rain did not materialise, apart from thick mist over Hoondirk Moor, where a number of runners went ‘walk about’, including some who should have known better; the race went ahead off without any incidents.
Numbers were down this year due to a clash of fixtures, both fell and road races. 138 runners left the field in what is the last race in the Trolley/Tigers Race Series. Karl Webster was the eventual winner in both this race and the series, with last year’s series winner, Steve Bell, coming third in the race and second in the series.
I would like to thank all the helpers from Totley AC who have been there throughout the year. Also, this year, the Edale Mountain Rescue Team who thankfully were not required. See you all next year!
**Rob Mason**
| 1. K. Webster | Matlock | 2.22.40 |
|---------------|---------|---------|
| 2. M. Hayman | DkPk | 2.23.26 |
| 3. S. Bell | DkPk | 2.27.42 |
| 4. R. Burton | DenbY/D | 2.30.79 |
| 5. W. Sullivan| DkPk | 2.34.21 |
| 6. S. Boulby | DenbY/D | 2.34.46 |
| 7. M. Wynne | DkPk | 2.35.06 |
| 8. P. Elliot | DkPk | 2.36.22 |
| 9. J. Gilchrist| Tottley | 2.40.08 |
| 10. J. Blackett| Mand | 2.40.21 |
**VETERANS O/40**
| 1. M. Wynne | DkPk | 2.35.06 |
|---------------|---------|---------|
| 2. P. Elliot | DkPk | 2.36.22 |
| 3. D. Lindop | P'stone | 2.45.18 |
| 4. R. Hakes | DkPk | 2.57.03 |
| 5. D. Markham | DkPk | 2.16.13 |
**VETERANS O/45**
| 1. N. Clayton | Skyrac | 2.50.46 |
|---------------|---------|---------|
| 2. K. Jones | DkPk | 2.54.29 |
| 3. A. Ashforth| Hharr | 2.55.11 |
| 4. M. Bale | P'stone | 2.55.47 |
| 5. J. Dallinson| Nithn | 2.58.13 |
**VETERANS O/50**
| 1. M. Coakane | DkPk | 2.55.21 |
|---------------|---------|---------|
| 2. A. Jeyes | Ivonbea | 2.55.39 |
| 3. G. Elfs | Tottley | 2.55.52 |
| 4. D. Taft | DkPk | 2.56.21 |
| 5. D. Longley | Tottley | 2.58.23 |
**VETERANS O/55**
| 1. M. Coles | Skyrac | 2.50.07 |
|---------------|---------|---------|
| 2. R. Mason | Tottley | 3.27.54 |
| 3. D. McDowell| Cobby | 3.38.28 |
**VETERANS O/60**
| 1. B. Thackery| DkPk | 3.18.08 |
|---------------|---------|---------|
| 2. T. Platts | Clowne | 4.18.35 |
**LADIES**
| 1. R. Clayton | FordH'wood | 3.04.38 |
|---------------|------------|---------|
| 2. E. Rees | Tottley | 3.15.25 |
| 3. D. Hearne O/40 | VailH | 3.15.57 |
| 4. H. Musson | Tottley | 3.17.02 |
| 5. J. Bednall | ShelfTri | 3.26.49 |
| 6. P. Straw | Tottley | 3.35.41 |
**BARREL INN FELL RACE**
Derbyshire
BS/5.5m/900ft 6.9.98
| 1. P. Deaville | 41.41 |
|----------------|-------|
| 2. B. Charlton | 41.50 |
| 3. D. Gledhill | 43.17 |
| 4. R. Morson | 44.30 |
| 5. R. Walton | 44.42 |
**VETERANS O/40**
| 1. K. Holmes | 45.45 |
|---------------|-------|
| 2. D. Breach | 47.11 |
| 3. P. West | 48.22 |
**VETERANS O/45**
| G. Morson | 44.30 |
|---------------|-------|
| 2. M. Cortvriend | 49.07 |
**VETERANS O/50**
| 1. R. Marlowe | 45.57 |
|---------------|-------|
| 2. D. Lockwood| 48.45 |
**VETERANS O/60**
| 1. C. Grundy | 55.56 |
|---------------|-------|
| 2. F. Makin | 56.41 |
**LADIES**
| 1. J. Phizacklea | 50.03 |
|------------------|-------|
| 2. J. Kitchen | 61.06 |
| 3. S. Stead | 61.38 |
**PEN-Y-GWELY ROUND THE RESERVOIR FELL RUN**
Shropshire
BM/6m/833ft 12.9.98
| 1. W. Levettt | Vaux | 34.57 |
|---------------|------|-------|
| 2. A. Walling | Bangor | 37.41 |
| 3. P. Aird | Deeestriders | 37.48 |
| 4. S. Bellis | Wrax | 38.06 |
| 5. T. Craddock| B'harnRow | 38.11 |
| 6. H. Jones | Welshp | 38.13 |
| 7. R. Wilson | MidwalesO | 38.14 |
| 8. R. Edwards | Bangor | 38.25 |
| 9. A. Walkerdine | Unatt | 38.30 |
| 10. S. Evans | OswestO | 38.41 |
**VETERANS O/40**
| 1. S. Bellis | Wrax | 38.06 |
|---------------|------|-------|
| 2. J. Mees | Unatt | 39.14 |
| 3. N. Blake | OswestO | 41.46 |
| 4. M. Leather | Unatt | 42.59 |
**VETERANS O/45**
| 1. T. Craddock| B'harnRow | 38.11 |
|---------------|-----------|-------|
| 2. R. Wilson | MidwalesO | 38.14 |
| 3. J. Rowlands| OswestO | 40.21 |
| 4. G. Spencer | Mercia | 40.59 |
| 5. M. Cornfield | Buxton | 41.38 |
| 6. I. Robertson | Prestatyn | 41.41 |
**VETERANS O/50**
| 1. D. Ormerod | MidwalesO | 44.02 |
|---------------|-----------|-------|
| 2. R. Jardine | Eryri | 46.08 |
| 3. C. Hawkins | ShropSh | 46.15 |
| 4. M. Harrington | OswestO | 46.53 |
| 5. B. Toozie | ShropSh | 47.30 |
**VETERANS O/55**
| 1. K. Matthews | Shrews | 48.09 |
**LADIES**
| 1. J. Witteck O/50 | ShropSh | 45.38 |
|--------------------|---------|-------|
| 2. R. Matthews O/35 | ShrewsSh | 46.58 |
| 3. G. Roberts O/40 | Mercia | 49.17 |
| 4. J. Eayrs | Unatt | 50.49 |
| 5. K. Preston O/50 | ShropSh | 52.25 |
**GEEBA FELL RACE**
Isle of Man
AM/9m/2500ft 12.9.98
The final round of this season’s Managramek sponsored fell running league, the nine mile Geeba Race, resulted in victory for Foxdale farmer, Keith Callister.
The race itself, which starts and finishes at the Hawthorne Inn on the TT course, takes in the steep climb of Geeba, and the long drag over to the Creg. The athletes then pick up part of the route used in the Mountain Marathon before the fast descent back to the finish. A leading group of four, including pre-race favourite Chris Quine, broke clear on Geeba and for the whole of the race stayed together.
The outcome was finally settled in Callister’s favour from Quine who, in turn, held off Super Veteran, David Young, while Phil Cain claimed the Over 40 class, with Rose Hooton managing a rare welcomed ladies’ victory.
**Phil Cain**
| 1. K. Callister | ManxH | 1.18.51 |
|-----------------|-------|---------|
| 2. C. Quine | ManxH | 1.19.16 |
| 3. D. Young | MFR | 1.19.23 |
| 4. I. Ronan | MFR | 1.19.53 |
| 5. P. Cain | Nithn| 1.21.43 |
| 6. N. Jewell | MFR | 1.27.21 |
| 7. B. Osborne | MFR | 1.28.53 |
| 8. J. Crellin | ManxH | 1.29.38 |
| 9. R. Moughtin | Western | 1.31.23 |
| 10. I. Callister| MFR | 1.32.06 |
**VETERANS O/40**
| 1. P. Cain | Nithn| 1.21.43 |
|-----------------|------|---------|
| 2. J. Crellin | ManxH | 1.29.38 |
| 3. N. Moughtin | Western | 1.31.23 |
| 4. I. Callister | MFR | 1.32.06 |
| 5. R. Stevenson | MFR | 1.32.54 |
**VETERANS O/50**
| 1. D. Young | ManxFR | 1.19.23 |
|-----------------|--------|---------|
| 2. R. Callister | MFR | 1.38.51 |
| 3. S. Moylan | MFR | 1.41.31 |
| 4. I. Chrystal | Loch | 1.52.33 |
| 5. T. Coleman | Nithn| 2.02.56 |
**LADIES**
| 1. R. Hooton | Nithn| 1.41.31 |
PERIS HORSESHOE MOUNTAIN RACE
Gwynedd
AL/17.5m/8500ft 12.9.98
The 17½ mile Peris Horseshoe Mountain Race took place with over seventy runners braving the elements - mist, driving rain and hailstorms with winds up to 30 m.p.h.
With local knowledge being an advantage on the misty tops, Trefor Jones was in the lead for 15 miles until a fall allowed those running with him to open up a gap. Mark Kinch raced home ahead of Tom Hobbs with Joe Blackett third and Trefor finishing fourth.
Polly Gibbs took the lead from Jayne Lloyd at thirteen miles and came in to win. Jayne finished second and Tina Dewsnap finishing third.
G. Clegg
| 1. M. Kinch | Bing | 3.20.20 |
| 2. T. Hobbs | Clay | 3.20.33 |
| 3. J. Blackett | MDC | 3.21.09 |
| 4. T. Jones | Eryri | 3.24.45 |
| 5. M. Wallis | Clay | 3.37.31 |
| 6. M. Hartell | Macc | 3.39.15 |
| 7. J. Hey | Warr | 3.43.59 |
| 8. L. Thompson | Clay | 3.50.38 |
| 9. G. Pettengell | Macc | 3.53.10 |
| 10. T. Houston | Bowland | 3.57.23 |
VETERANS O/40
| 1. M. Wallis | Clay | 3.37.31 |
| 2. G. Pettengell | Macc | 3.53.10 |
| 3. T. Houston | Bowland | 3.57.23 |
| 4. D. Wade | Unatt | 4.05.11 |
| 5. R. Calder | Macc | 4.14.50 |
VETERANS O/50
| 1. G. Houghton | CaldV | 4.10.10 |
| 2. C. Latter | Tatten | 4.26.10 |
| 3. A. Oliver | Eryri | 4.48.10 |
| 4. D. Sinclair | Eryri | 4.54.15 |
LADIES
| 1. P. Gibb | 4.15.29 |
| 2. J. Lloyd | Eryri | 4.18.00 |
| 3. T. Dewsnap | Syeri | 4.24.26 |
| 4. S. Wagg | Unatt | 4.47.38 |
| 5. M. Edgerton | Unatt | 4.59.10 |
PADFIELD PLUM FAIR TORSIDE SCAMPER
High Peak
BM/6.5m/1050ft 13.9.98
As with last year, I am again overwhelmed by all the friendly help and advice given by everyone I approached.
The race was a great success this year with a much larger field than last. The only blemish on the finish line was the six runners who took a short cut, thereby missing the only checkpoint on the whole course, which meant disqualification for them.
Thanks to North West Water and Up & Running for their generous sponsorship and help.
Ted Woodhouse
| 1. S. Entwistle | Gloss | 51.45 |
| 2. C. Murray | Penni | 52.36 |
| 3. N. Boler | DkPk | 53.07 |
| 4. A. Jenkins | DkPk | 53.28 |
| 5. F. Fielding | Gloss | 53.31 |
| 6. P. Tilley | Unatt | 53.39 |
| 7. M. Fryer | Hfx | 54.41 |
| 8. C. Barber | DkPk | 55.03 |
| 9. T. Bedwell | Unatt | 55.42 |
| 10. A. Wilkins | Gloss | 56.24 |
VETERANS O/40
| 1. S. Entwistle | Gloss | 51.45 |
| 2. N. Boler | DkPk | 53.07 |
| 3. F. Fielding | Gloss | 53.31 |
| 4. P. Tilley | Unatt | 53.39 |
| 5. C. Barber | DkPk | 55.03 |
VETERANS O/50
| 1. R. Leah | Unatt | 56.38 |
| 2. N. McGraw | Gloss | 62.17 |
| 3. T. Woodhouse | DkPk | 68.12 |
| 4. P. Powell | Stock | 78.30 |
VETERANS O/60
| 1. P. Duffy | Aberd | 62.28 |
| 2. B. Thackery | DkPk | 64.40 |
LADIES
| 1. R. Peeth | Macc | 60.24 |
| 2. J. Bradwell O/35 | Unatt | 64.14 |
| 3. L. Walker O/35 | Wake | 68.37 |
| 4. L. Hawthorne | Gloss | 71.31 |
| 5. C. Williams | DkPk | 71.40 |
| 6. L. Cheetam O/50 | BelleV | 72.00 |
| 7. K. Clewes O/35 | Unatt | 89.47 |
HOLLINSCLOUGH FELL RACE
Cheshire
BS/4m.650ft 13.9.98
Dave Neill won the second running of this race in record time. Liz Batt failed to break her own record but managed to keep well ahead of team mate, Joanne Phizacklea. The number of runners grew to 58, exactly twice last year's total and was swelled by a large contingent from Ivanhoe Runners of Leicestershire, who nominated Hollinsclough as their club fell race.
Prizes were interesting, including local cheeses. Simon Fairmainer won a box of groceries! One runner claimed his own prizes, sprinting to the finish with a giant puffball mushroom in each hand gathered from the top of Chrome Hill!
Martin Cortvriend
| 1. D. Neill | Mercia | 28.24 |
| 2. M. Fowler | SalF | 29.09 |
| 3. S. Fairmainer | Traff | 31.18 |
| 4. G. Cresswell | Penn | 31.33 |
| 5. M. Salkld | HolmeP | 31.42 |
| 6. C. Fray | Penn | 31.59 |
| 7. P. Fooks | HolmeP | 32.45 |
| 8. P. Mann | Ivanhoe | 33.28 |
| 9. A. Howie | Penn | 33.56 |
| 10. P. Bratby | Congle | 34.11 |
VETERANS O/40
| 1. D. Neill | Mercia | 28.24 |
| 2. G. Cresswell | Penn | 31.32 |
| 3. C. Fray | Penn | 31.59 |
| 4. A. Howie | Penn | 33.56 |
| 5. D. Mann | Ivanhoe | 36.07 |
VETERANS O/50
| 1. P. Bratby | Congle | 34.11 |
| 2. R. Marlow | DkPk | 34.16 |
| 3. C. Holland | Mich | 37.23 |
| 4. A. Caston | Eden | 38.26 |
| 5. D. Dale | Congle | 38.35 |
VETERANS O/60
| 1. P. Grundy | Buxton | 41.45 |
| 2. T. Shepherd | Ivanhoe | 47.29 |
LADIES
| 1. E. Batt | Buxton | 35.09 |
| 2. J. Phizacklea | Buxton | 35.51 |
| 3. C. Fordham | Ivanhoe | 43.05 |
| 4. J. Morson O/40 | Buxton | 45.56 |
| 5. D. Nustedt O/40 | Mans | 49.49 |
| 6. E. Adams O/40 | Ivanhoe | 54.17 |
JUNIORS - BOYS
| 1. A. Wilks | StaffsM | 34.58 |
| 2. W. Orritt | Buxton | 44.33 |
| 3. A. Godwin | Ross | 47.18 |
JUNIORS - GIRLS
| 1. N. Squires | Buxton | 45.45 |
| 2. K. Mellor | Unatt | 48.53 |
THE LAKE DISTRICT MOUNTAIN TRIAL
Cumbria
Cold sweats, uncontrollable muscle twitching and shuddering wracked some competitors on seeing this year’s venue - Wasdale Head, as they recalled the last race held here in 1989. The weather seemed a day or so that, but conditions had to be well up standard, conditions were almost ideal though cold on the top and only the planners lamented the lack of cloud.
The absence of a main sponsor for this year’s trial didn’t affect its quality or apparent success. This was due to the generosity of a number of co-sponsors who came forward as the event was being arranged.
An innovation this year was the provision of a third course open to men and women but shorter than the traditional races. Calculated over possible routes, the men’s course measured about nineteen and a half miles with about seven thousand five hundred feet of ascent; the women’s course about fourteen miles and four thousand feet of ascent; and the open course about twenty one and a half miles with three thousand seven hundred feet of ascent, with all three courses using the first three controls.
Comments after the race were generally favourable. Every leg offered a choice of routes and most pleasing to the planners, a variety of routes were used.
Bill Hunter, Dick Cowcher and Tony Richardson
MEN’S COURSE
| 1. M. Rigby | Amble | 4.05.56 |
| 2. G. Bland | Borr | 4.13.59 |
| 3. J. Davies | Borr | 4.27.56 |
| 4. P. Clarke O/40 | Kend | 4.37.55 |
| 5. A. Schofield | Borr | 4.40.53 |
| 6. J. Hunt | Mersey | 4.53.30 |
| 7. S. Burroughshaw | WCOC | 4.56.33 |
| 8. J. Rye O/40 | Thames | 4.58.01 |
| 9. M. Seddon | Gloss | 5.04.47 |
| 10. T. Laney | Clay | 5.04.53 |
VETERANS O/50
| 1. M. Walford | Kend | 5.29.03 |
| 2. Y. Tridimas | Mersey | 5.36.29 |
| 3. J. Nixon | AchRatt | 5.51.51 |
VETERANS O/60
| 1. G. Swindin | NGOC | 6.15.07 |
LADIES COURSE
| 1. N. Lavery | Amble | 3.57.14 |
| 2. L. Cowell | Kesw | 4.14.00 |
| 3. S. Hodgson | Amble | 4.14.51 |
| 4. C. McNeil O/50 | Amble | 4.19.59 |
| 5. J. Raw | Wost | 4.25.51 |
| 6. J. Ligema | LOC | 4.30.40 |
| 7. W. Dodds O/40 | Clay | 4.31.23 |
| 8. I. Blink O/40 | Ruscac | 4.45.17 |
OPEN COURSE
| 1. A. Bell | DkPk | 2.57.59 |
| 2. P. Ward | Unatt | 3.12.28 |
| 3. P. Dewker | Kent | 3.16.08 |
| 4. D. Lamour | INVOC | 3.20.41 |
| 5. A. Farr | Congle | 3.33.35 |
| 6. A. Martin | Unatt | 3.42.07 |
Start of the Three Shires Photo: Steve Bateson
MERRICK HILL RACE
Dumfries and Galloway
AM/8m/2710ft 19.9.98
The Merrick Hill Race yet again enjoyed excellent weather conditions with the cloud base at 2,000ft. The start is straight onto a steep ascent leading to the East Ridge, which soon spreads the field out. At the top, E. McKay had the lead from Colin Brash. However, by the finish, Adam Adamson managed to pull back the forty three seconds he was behind at the top and win by one minute twenty two seconds. The ladies’ title was taken by last year’s winner, Jo McClintonock. The Junior race was won by Silas G oldsworthly. The Team prize went to Westerlands.
Thanks to Girvan Breakers for the radio support and marshalling.
Next year, there is a date change to Saturday 2 October; the Junior race will start at 11.00 a.m. and the Senior race will be at noon on a new course. The revised route will take competitors up the summit the same way but on the descent will bring them down the Rig of Gloon and up onto the Buchan Ridge before dropping back to Bruce’s Stone. Hopefully, you will find this route more challenging even though it makes it a bit longer and has a little more ascent. Hope to see you at the start next year.
Paul McClintonock
| 1. A. Adamson | Solway | 80.50 |
|---------------|--------|-------|
| 2. E. McKay | Ochil | 82.12 |
| 3. C. Brash | Girvan | 82.46 |
| 4. G. Reid | W’lands| 84.36 |
| 5. R. King | Annan | 85.55 |
| 6. M. Gorman | W’lands| 86.51 |
| 7. D. Brown | Solway | 89.16 |
| 8. G. Baum | Unatt | 89.30 |
| 9. B. Bonnyman| W’lands| 91.52 |
| 10. T. McCulloch | Ayr | 93.00 |
VETERANS O/40
| 1. T. McCulloch | Ayr | 93.00 |
|-----------------|-----|-------|
| 2. J. Goldsworthy | Wigtown | 93.13 |
| 3. M. McLoid | W’lands| 95.42 |
VETERANS O/50
| 1. A. Adamson | Solway | 103.40 |
|---------------|--------|-------|
LADIES
| 1. J. McClintonock | Galloway | 103.04 |
|--------------------|----------|-------|
| 2. M. McIntosh | Ochil | 103.21 |
JUNIORS
| 1. S. Goldsworthy | Wigtown | 21.26 |
|-------------------|---------|-------|
| 2. R. Goldsworthy | Wigtown | 21.52 |
| 3. T. Burns | Wigtown | 26.50 |
THREE SHIRES RACE
Cumbria
AL/12m/4000ft 19.9.98
Another glorious day, a brilliant course, you can’t go wrong at The Three Shires except that a lot clearly had a hard time of it the sunshine and, although there were again very few retirements, times were on average ten minutes or so slower than usual. Paul Sheard’s winning time was thirteen minutes down on Gavin’s record from last year.
But then we’re none of us getting any younger, are we? Speaking of which there seemed to be so many veterans that I did a quick rawl of the results and found the following statistics: faced them with only 76 men under forty in a field of 240! There were nearly twice as many over forty as under! Additionally, 25% of the ladies field were over 50 with a prize while only 11% of the men benefited. Our prize list next year will reflect these facts.
Many thanks to everyone who helped, whether it be on a checkpoint or on the field. The weeks leading up to the race, as any organiser will tell you, are stressful - you just don’t know if you’ll have enough people. The sharp eyed amongst you will have noticed two races being staffed by a single official. It’s not enough to take numbers and operate a radio! Please, please, volunteer to help at one race a year. If we all did that, there would be no problem and race organisers wouldn’t look so tight-lipped and ashen faced!
To single out a couple of people, it was great to get a call from Jean Lochhead, former champion fell and cross country runner, offering help. She made my day! I think Chris Callan had helped us with results and registration at every race since 1983 and Gwen Clayton is only one behind her! They are a wonderful pair and will no doubt be in action again at the Langdale.
One guy packed in and went home without telling us. He knows who he is and so do we!
There, I think I’ve got everything off my chest.....looking forward to next year already.......it’s a championship free zone again! Third Saturday in September....glorious sunshine......brilliant course......see you there!
Selwyn Wright
LANTERN PIKE FELL RACE
High Peak
BS/5m/1050ft 19.9.98
| 1. T. Werrett | Mercia | 33.00 |
|---------------|--------|-------|
| 2. P. Deaville | Stock | 33.02 |
| 3. M. Weadall | Penn | 33.16 |
| 4. D. Cullen | Stock | 33.55 |
| 5. G. Cuddy | Stock | 34.04 |
| 6. L. Taggart | Buxton | 34.20 |
| 7. S. Fairmaner | Traff | 35.07 |
| 8. A. Griffiths | Bowland | 35.25 |
| 9. A. Whittingham | Buxton | 35.39 |
| 10. V. Booth | Traff | 35.41 |
VETERANS O/40
| 1. M. Weadall | Penn | 33.16 |
|---------------|------|-------|
| 2. C. Pray | Penn | 36.51 |
| 3. B. Gregory | Stock | 36.54 |
| 4. S. Bellis | Wrex | 36.56 |
| | Manch | 37.22 |
VETERANS O/45
| 1. G. Morrison | Buxton | 36.16 |
|----------------|--------|-------|
| 2. R. Britton | Staffs/M | 37.36 |
| 3. L. Best | Stock | 38.14 |
| 4. B. Robinson | Gloss | 38.43 |
| 5. F. Fielding | Unatt | 39.46 |
VETERANS O/50
| 1. P. Jepsen | Ross | 36.28 |
|---------------|------|-------|
| 2. M. Marlow | DiPk | 39.30 |
| 3. J. Armstead | DiPk | 40.45 |
| 4. J. Morris | Penn | 40.54 |
| 5. M. Radford | Spen | 42.30 |
VETERANS O/55
| 1. P. Jepsen | Ross | 38.52 |
|---------------|------|-------|
| 2. M. Morrison | Gloss | 47.23 |
| 3. M. Edwards | Burton | 47.41 |
VETERANS O/60
| 1. P. Duffy | Aberd | 45.44 |
|----------------|-------|-------|
| 2. B. Thackery | DkPk | 46.23 |
| 3. A. Campbell | RoadR | 51.41 |
LADIES
| 1. K. Drake O/35 | Spen | 39.13 |
|------------------|------|-------|
| 2. S. Newnham | Gloss | 39.56 |
| 3. J. Phucklea | Buxton | 41.01 |
| 4. J. Hartley | DenbyD | 42.27 |
| 5. W. Barnes | Barns | 42.56 |
| 6. V. Musgrove O/40 | Eryri | 44.10 |
| 7. K. Harvey O/40 | Alfr | 44.49 |
| 8. M. Edgerton | Unatt | 45.16 |
JUNIORS - BOYS
| 1. J. Carter | Spen | 14.10 |
|-----------------|------|-------|
| 2. T. Wild | Unatt | 15.35 |
| 3. J. Crook | Local | 15.48 |
JUNIORS - GIRLS
| 1. L. Harrison | Buxton | 17.49 |
|-----------------|--------|-------|
| 2. L. Orritt | Buxton | 17.58 |
| 3. R. Broadhurst | Wirral | 18.25 |
COTTERDALE FELL RACE
Cumbria
AM/6.5m/2200ft 19.9.98
| 1. S. Oldfield | BfdA | 34.44 |
|----------------|------|-------|
| 2. G. Moffat | Howgill | 36.22 |
| 3. M. Walsh | Kend | 37.00 |
| 4. A. Carruthers | Crawley | 37.21 |
| 5. P. Whiting | Kend | 38.21 |
| 6. C. Valentine | Kend | 38.39 |
| 7. C. Seddan | Howr | 39.21 |
| 8. T. Livesey | Howgill | 39.56 |
| 9. P. Leighton | Howr | 40.46 |
| 10. S. Moffat | Howgill | 41.11 |
VETERANS O/40
| 1. S. Oldfield | BfdA | 34.44 |
|----------------|------|-------|
| 2. G. Moffat | Howgill | 36.22 |
| 3. M. Walsh | Kend | 37.00 |
| 4. P. Whiting | Kend | 38.21 |
| 5. S. Moffat | Howgill | 41.11 |
VETERANS O/50
| 1. J. Hoffman | BfdA | 42.48 |
|----------------|------|-------|
| 2. G. Unsworth | Kend | 43.30 |
VETERANS O/60
| 1. M. Seward | Unatt | 52.19 |
|----------------|-------|-------|
LADIES
| 1. S. Jones | Macc | 43.02 |
|----------------|------|-------|
| 2. R. Pleeth | Macc | 48.48 |
| 3. E. Unsworth | Kind | 63.24 |
Three Shires victor, Paul Sheard Photo: Steve Bateson
SIMONSIDE FELL RACE
Northumberland
BM/6.75m/1200ft 19.9.9
What a great day we had for the show and once more the runners were the main attraction. In spite of the sunshine, the going was very boggy which guaranteed that no one was going to do their best time. It was still a very competitive race. Simonside is the most northerly hill in the Pennines, only fourteen miles from the Scottish border. A very varied race in a wonderful location.
Mark Brown stormed out of the forest in the lead, just below the summit crags, and was first to reach the summit. Andy Green was hard on his heels as both runners threw themselves down the heathery drop. By Little Church, Andy was in the lead which he slowly increased to the end.
Paul Taylor was a creditable third at the top and first veteran but although the first ten to finish had been determined, the race was now really on. Ken Maynard was tenth at the summit but he relentlessly worked through the field and although still fifth as he left the road, he came in a very close third to Mark’s second. Fred Smith, who was first veteran and fourth, was fifth at the top but by Little Church he was third leading a string of the first five veterans. By Great Tosson, he was second but Mark pulled back his position on the haugh. Paul Gaines was just behind him at the end, another runner who ran a carefully measured race coming from ninth for most of the race until he reached Great Tosson.
Alison Raw was undisputed winner of the ladies’ race, first at the summit and six minutes ahead at the end. What an excellent tussle; Dawn Elliott and Morag McDonnell were two and three at the top but Ruth Fletcher took Morag by Little Church and had overtaken Dawn by Great Tosson to finish first veteran and second overall. Linda Bray and Eileen Armstrong had their own private race with Linda in front most of the way. Eileen made a determined challenge by leading down the road but Linda finished nine seconds ahead.
It was good to have a strong field of juniors and Duncan Scott was a very worthy winner and thirteenth overall.
A good race and nice beer tent as well!
Ian Webb
| | | | |
|---|---|---|---|
| 1. A Green | Tyne | 46.10 |
| 2. M. Brown | Mand | 48.02 |
| 3. K. Maynard | Quak | 48.03 |
| 4. F. Smith | Salt | 48.11 |
| 5. P. Gaines | Tyne | 48.12 |
| 6. J. Dickinson | Tyne | 48.13 |
| 7. P. Kelly | Darl | 48.24 |
| 8. P. Taylor | Sunder | 48.26 |
| 9. J. Larkin | Salt | 48.37 |
| 10. R. Firth | Mand | 48.43 |
VETERANS O/40
| | | | |
|---|---|---|---|
| 1. F. Smith | Salt | 48.11 |
| 2. J. Dickinson | Tyne | 48.13 |
| 3. P. Kelly | Darl | 48.24 |
| 4. P. Taylor | Sund | 48.26 |
| 5. R. Firth | Mand | 48.43 |
VETERANS O/50
| | | | |
|---|---|---|---|
| 1. G. Brosnan | Unatt | 51.53 |
| 2. R. Hayes | N’land | 57.47 |
| 3. D. Campbell | N’land | 58.01 |
| 4. E. Harvey | Carr | 58.12 |
| 5. G. Atkinson | Wallsend | 61.13 |
VETERANS O/60
| | | | |
|---|---|---|---|
| 1. D. Wright | Tyne | 78.23 |
| 2. N. Dodd | Unatt | 83.04 |
LADIES
| | | | |
|---|---|---|---|
| 1. A. Raw | Darl | 54.12 |
| 2. R. Fletcher O/40 | Tyne | 60.32 |
| 3. D. Elliott | Sund | 60.52 |
| 4. M. McDonnell | Salt | 61.23 |
| 5. J. Saul | N’land | 62.58 |
| 6. L. Bray | Morpeth | 67.00 |
| 7. E. Armstrong O/50 | Blaydon | 67.09 |
| 8. K. Bennett | Salt | 70.15 |
JUNIORS
| | | | |
|---|---|---|---|
| 1. D. Scott | Tyne | 50.41 |
| 2. A. Ledger | Unatt | 56.14 |
| 3. P. Carmody | Silcoates | 59.39 |
DALEHEAD RACE
Cumbria
AS/4.5m/2210ft 20.9.98
A wonderful day again weatherwise with an excellent turnout of both senior and junior runners helping to make another super show.
Many thanks to all the helpers. Hope to see you next year.
Billy and Ann Bland
| | | | |
|---|---|---|---|
| 1. G. Bland | Borr | 44.42 |
| 2. S. Booth | Borr | 45.42 |
| 3. J. Bland | Borr | 47.15 |
| 4. N. Sharp | Kesw | 47.49 |
| 5. A. Schofield | Borr | 50.06 |
| 6. D. Gartley | Stock | 51.25 |
| 7. S. Jackson | Borr | 51.43 |
| 8. C. Valentine | Kesw | 52.04 |
| 9. S. Bottomley | Eccles | 53.05 |
| 10. A. Beaty | CFR | 53.20 |
VETERANS O/40
| | | | |
|---|---|---|---|
| 1. S. Jackson | Horw | 51.43 |
| 2. A. Beaty | CFR | 53.20 |
| 3. A. Beck | Kend | 54.05 |
| 4. C. Speight | Kend | 54.12 |
| 5. I. Robinson | Clay | 55.43 |
VETERANS O/50
| | | | |
|---|---|---|---|
| 1. M. Litt | CFR | 56.29 |
| 2. P. Dowker | Kend | 62.47 |
| 3. D. Abblit | Amble | 68.31 |
| 4. S. Harwood | Kesw | 69.24 |
LADIES
| | | | |
|---|---|---|---|
| 1. J. King | CFR | 56.19 |
| 2. L. Osborn | Kesw | 58.26 |
| 3. L. Lacon | Holm | 61.18 |
| 4. L. Thompson O/40 | Kesw | 64.23 |
| 5. L. Hayles O/40 | Hfx | 73.15 |
VETERANS O/40
| | | | |
|---|---|---|---|
| 1. W. Proctor | Kend | 32.26 |
| 2. B. Roberts | Clay | 32.28 |
| 3. S. Clarke | Clay | 33.14 |
| 4. D. Woodhead | Horw | 33.21 |
| 5. I. Robinson | Clay | 34.15 |
VETERANS O/50
| | | | |
|---|---|---|---|
| 1. P. Lynch | Ross | 33.48 |
| 2. A. Skelton | Holm | 34.22 |
| 3. K. Carr | Clay | 34.48 |
| 4. P. Jesson | Ross | 35.42 |
| 5. J. Windle | Clay | 38.52 |
VETERANS O/60
| | | | |
|---|---|---|---|
| 1. R. Jaques | Clay | 39.07 |
| 2. R. Balding | Burn | 42.52 |
| 3. G. Arnold | Prest | 44.35 |
LADIES
| | | | |
|---|---|---|---|
| 1. C. Greenwood | Bing | 33.26 |
| 2. G. Cook | Roch | 37.11 |
| 3. B. Wade | Clay | 37.85 |
| 4. K. Suddle | Saddle | 39.53 |
| 5. C. Life | Clay | 41.26 |
| 6. J. Smith O/40 | Bing | 41.45 |
| 7. L. Richardson | Burn | 43.11 |
| 8. K. Thompson O/40 | Clay | 43.38 |
INTERMEDIATES
| | | | |
|---|---|---|---|
| 1. G. Parker | Prest | 30.52 |
| 2. A. Norman | Altr | 30.56 |
| 3. S. Savage | Amble | 30.57 |
| 4. M. Cayton | Hor | 31.51 |
| 5. L. Broadley | Bing | 33.32 |
JUNIORS - SHORT COURSE
| | | | |
|---|---|---|---|
| 1. J. Parker | Owls | 16.09 |
| 2. L. Kanaszio | Kend | 17.12 |
| 3. J. Symonds | Kend | 17.13 |
VETERANS O/40
1. M. Weedall ValcR 1.45.34
2. G. Rawlinson MerseyFR 1.51.25
3. P. Pickwell Altr 1.55.41
4. A. Duncan MerseyFR 1.56.12
5. B. Gregory Stock 1.59.36
VETERANS O/50
1. F. McHale Tatten 2.07.51
2. W. Whiteside Helshy 2.08.37
3. C. Latter Tatten 2.11.35
4. D. Hill Nwales 2.11.57
5. R. Tomkinson Birken 2.16.25
LADIES
1. S. Owen O/40 Tatten 2.25.00
2. H. Woodley Tatten 2.25.53
3. J. Bennett O/40 FordH 2.31.34
4. R. Quick O/40 FordH 2.32.01
5. J. Robertson Spectrum 2.33.09
RESULTS ‘B’ RACE
1. M. Robbins RAF 1.02.47
2. P. Lamberti Deeside 1.04.32
3. J. Edwards Warrior 1.05.08
4. J. Spark Altr 1.05.39
5. R. Hulse Deeside 1.06.08
6. A. Garnett Spectrum 1.06.18
7. R. Stradling Helshy 1.06.50
8. S. Roberts Unatt 1.06.57
9. M. Liptrot Unatt 1.09.47
10. M. Smithard Deeside 1.10.02
VETERANS O/40
1. A. Garnett Spectrum 1.06.18
2. R. Stradling Helshy 1.06.50
3. M. Smithard Deeside 1.10.02
4. I. Thomson Unatt 1.13.39
5. E. Thomas Deeside 1.14.28
VETERANS O/50
1. R. Spark Altr 1.11.46
2. A. Bewley FordH 1.12.26
3. G. Large NthrsV 1.12.40
4. G. Taylor SalfMet 1.14.14
5. L. Woodie Tatten 1.16.55
LADIES
1. J. Spark Altr 1.05.39
2. S. Hammond Tatten 1.10.57
3. S. Wood VaiR 1.12.56
4. B. Eyke Altr 1.15.23
5. R. Isaacs Penbry 1.16.01
PASSING CLOUDS FELL RACE
Staffordshire
BM/9m/1800ft 27.9.98
Despite the misty conditions, the entry was up on last year to second one. The men’s race was tied with Barry Charlton and Andrew Norman crossing the finishing line together. There was a record in the ladies’ race by Joanne Phizacklea.
Unfortunately, a number of runners went off course and race organisers have listened to their comments and hope to get it right next year!
N. Heath
1. B. Charlton Mercia 1.16.11
2. A. Norman Altr 1.16.11
3. P. Bowler Mercia 1.16.28
4. N. Bassett StaffsM 1.16.33
5. N. Leigh Altr 1.18.06
6. R. Britton StaffsM 1.18.15
7. B. Carr Unatt 1.18.51
8. P. Bratby Congle 1.20.16
9. A. Jenkins DkPk 1.21.13
10. A. Clough RedR 1.21.19
VETERANS O/40
1. P. Bowler Mercia 1.6.28
2. R. Britton StaffsM 1.18.15
3. N. Boler DkPk 1.21.30
VETERANS O/50
1. P. Bratby Congle 1.20.16
2. R. Marlow DkPk 1.21.38
3. R. Baines Unatt 1.26.29
LADIES
1. J. Phizacklea Buxton 1.28.52
2. L. Quigley WiganPh 1.29.52
3. S. Riles Macc 1.31.26
4. A. Cartert Macc 1.36.14
5. R. Hilton Macc 1.38.41
6. K. Ruffel Leices 1.42.40
LADIES VETERANS
1. S. Taylor O/40 Chedle 1.54.12
2. M. Trickey O/50 2.03.07
BORROWDALE IN THE LEAD AT THE IAN HODGSON - STEVE HICKS, GAVIN BLAND, MARK ROBERTS AND BILLY BLAND AT THE KIRKSTONE PASS CHANGE-OVER
Photo: Peter Hartley
IAN HODGSON MOUNTAIN RELAY
Cumbria
25m/8500ft (22.214.171.124)
This year, the Lakeland mist affected only the first leg, thereafter the course was clear and as far as we know, there were no major navigational errors. After a few light showers in the morning, the day was dry but cold and running conditions on the fells were relatively good, though the slippery rock caused a few scrapes and bruises.
Despite missing two of their best runners and having another broken wrist, Borrowdale gained their fourth successive win. Jon Bland and Andrew Davies gave them a narrow lead of eight seconds at the first leg which was increased to nearly four minutes at Harrop by Mark Schofield and Ben Bardley. Bingley seemed to be the main threat to them at that stage but unfortunately one of their third leg pair suffered severe breathing problems and they slipped back to twelfth by Kirkstone. The Borrowdale lead extended to six minutes at Kirkstone but forty seconds covered the next three teams. Ambleside, Pudsey & Bramley and Dark Peak had a fast pack charge was in full flow and fastest leg times on the third and fourth legs moved them up to third place by the finish. Solid runs on all legs enabled Pudsey & Bramley to finish second as last year. The Kendal Veterans’ team broke their own record by almost three minutes to finish in fifth place whilst Keswick, anchored by Angela Brand-Barker and Louise Osborne with eighth fastest time on Leg 4, reduced their mixed team record by one minute and twenty seconds.
The key to Pudsey & Bramley’s win in the ladies’ category was the third leg run by Jane Clark and Helen Purdy who cut back a Clayton lead of over four minutes at Harrop to hand over ten minutes in front. They held on to gain adequate revenge for last year’s defeat.
Kit checks were satisfactory but some second leg runners had peculiar ideas of punching at controls. One pair asked the marshal what to do when they arrived at the control! On being told to punch, they proceeded to examine the map to find Angle Tarn and attempting to punch the Tarn! The next pair to arrive asked the same question and then punched the kite before turning to run off!!
Dave, Shirley, Michael, Neil, Chris and Sara Hodgson
| Team | Time |
|-----------------------------|--------|
| 1. Borrowdale | 3.35.58|
| 2. Pudsey & Bramley | 3.41.40|
| 3. Dark Peak | 3.41.52|
| 4. Ambleside | 3.42.16|
| 5. Kendal Veterans | 3.50.40|
| 6. Lake District & Clayton | 3.57.04|
| 7. Carnethy Hill | 3.57.53|
| 8. Bingley | 3.59.16|
| 9. Kendal | 4.01.07|
| 10. Keswick | 4.01.56|
VETERANS
1. Kendal | 3.50.40|
2. Keswick | 4.03.09|
3. Clayton-le-Moors | 4.07.28|
4. Cumberland FR | 4.10.45|
5. Ambleside | 4.19.13|
LADIES
1. Pudsey & Bramley | 5.03.25|
2. Clayton-le-Moors | 5.11.01|
3. Kendal | 5.28.00|
MIXED
1. Keswick | 4.01.56|
2. Ilkley | 4.29.43|
3. Ambleside | 4.43.36|
4. Denby Dale Travellers | 5.02.04|
5. Bingley | 5.03.19|
Keswick ladies Louise Osborne and Angela Brand-Barker at Kirkstone Pass
Photo: Peter Hartley
OPEN COUNTRY MOUNTAIN MARATHON Derbyshire "O" 4.10.98
This year's event took place in the North East Peak District starting from Low Bradfield. The day of the event had to be changed at short notice from Sunday to Saturday because of grouse shooting in the area. The day started off beautifully with clear blue skies but with some rain later.
The event is a five hour score event for teams of two with many using the event as KIMM training. The terrain covered was a mixture of footpaths/bridleways and rough open moorland in the Upper Derwent Valley. The course seemed well received by most teams and gave many route choices. This year's winners were John Hunt and John Smallwood, the second consecutive win for John H.
Mark Seddon
1. J. Smallwood/J. Hunt 206pts
2. S. Bourne/D. Nuttall 200pts
3. L. Thompson/M. Wallis 190pts
4. M. Hawker/E. Winslow 190pts
5= D. Parker/K. Parker 188pts
5= R. Ansell/A. Dickenson 188pts
5= J. Emberton/J. Hyde 188pts
8= D. Sleath/M. Sleath 180pts
8= T. Hobbs/H. Nicolson 180pts
10. A. Harmer/B. Berzins 176pts
VETERANS O/40
1. A. Harmer/B. Berzins 176pts
2. M. Wynne/R. Hopkinson 148pts
3. J. Ashton/N Jones 144pts
4. M. Browell/J. Myers 140pts
VETERANS O/50
1. D. Sleath/M. Sleath 180pts
2. Y. Tridimas/D. Lucas 144pts
3. A. Wright/D. Darker 130pts
4. T. Sowood/G. Crawshaw 130pts
LADIES
1. A. Bejwell/K. Buckley 150pts
2. A. Crank/M. Kenworthy 128pts
3. J. Cave/T. Bland O/35 124pts
4. J. Jones/E. Dummington O/35 116pts
5. J. Buckley/S. Russell O/35 100pts
MIXED
1. D. Parker/K. Parker 188pts
2. J. Spencer/C. Bourge 144pts
3. A. Moir/C. Thomas 110pts
LANGDALE HORSESHOE FELL RACE Cumbria AL/14m/4000ft 10.10.98
Congratulations to Jonny Bland, Emma Moody, Richard Crossland, Dave Spedding, Ross Jaques and Borrowdale on their victories.
Thanks to Raynet, Achille Ratti, all marshals and helpers, Geoff Chapman for advice, St John's Ambulance, Old Dungeon Ghyll and the Langdale community.
No thanks to the runners, who turned up expecting an entry on the day, were denied this, but then ran anyway. This caused confusion for checkpoint marshals and anxious moments are race control when we thought we had "lost" three runners. Don't come again!! Well done to all 286 finishers. See you all next year on Saturday 9 October.
Jonathan Fish
1. J. Bland Borr 2.02.30
2. R. Jebb Bing 2.02.42
3. J. Davies Borr 2.04.13
4. M. Rigby Amble 2.04.23
5. M. Horrocks Clay 2.04.29
6. J. McQueen Eryri 2.06.00
7. D. Dean Eryri/Dean 2.12.29
8. S. Shuttleworth Amble 2.12.45
9. P. Thompson Unatt 2.13.24
10. J. Blackett Mand 2.14.11
VETERANS O/40
1. R. Crossland BfIA 2.20.06
2. L. Warburton Bowland 2.21.17
3. R. Owen Eryri 2.23.40
4. M. Wynne Df/Pk 2.24.47
5. D. Sleath Bowland 2.25.03
VETERANS O/50
1. D. Spedding Kesw 2.21.14
2. K. Carr Clay 2.27.07
3. C. Wilkinson Bing 2.29.42
4. D. Tait Df/Pk 2.38.11
5. J. Nuttall Clay 2.39.00
VETERANS O/50
1. R. Jaques Clay
2. J. Brown Clay
3. H. Catlow Dallam
LADIES
1. E. Moody NFR 2.54.02
2. J. Rac W'lands 2.54.19
3. J. Smith O/40 Bing
4. S. Hodgson Amble
5. W. Dodds O/40 Clay
6. S. Hammond Tatten
7. R. Chapman O/40 Clay
8. M. Chippendale O/50 Penn
HIGH BROWN KNOLL FELL RACE West Yorkshire BM/6.5m/1050ft 10.10.98
Pudsey & Bramley's latest recruit, Gary Oldfield, made good use of his local knowledge as he triumphed in the inaugural race from Mytholmroyd to High Brown Knoll and back, leading home a field of one hundred and one runners. The route was flagged to checkpoint one at Shearstones Edge from the car park at Mytholmroyd thanks to Gary's uncle and aunt, Steve and Pauline Oldfield. Then it was up to competitors to find their own way to High Brown Knoll (of the Wadsworth Trog fame) and back to the finish.
Steve and Pauline got a thorough soaking for their troubles on Friday evening but the poor conditions meant that the markers went in at very regular intervals. As it happened, the weather on race day was superb, just the wrong kind of day for a navigation exercise but this didn't deter the runners from scattering in all sorts of directions from checkpoint two.
Gary, the 'Flying Postman', led former Yorkshire twenty mile road racing champion, Jeff Hornby, over the Trog, with Phil Sheard and the British Fell Champion, Jack Jackson, in hot pursuit. Irish International, Shane Green, was next to turn, with Carol a few strides behind. It would appear from the results that Shane had been playing "Follow the Lady" until then ........read on....!
At this point, things began to change. Jack shot off in one direction seemingly on a direct bearing to the finish, while the two leaders went along a longer - though possibly with faster underfoot conditions - bridlepath route. (Well, you don't expect me to give the exact times and locations do you?) Get your maps out and ask dear readers which way would you have chosen? I bet I know a quicker way!)
As it happened, Jack reached a point where his chosen line was about to meet the descent route flags and his heart must have raced. As he told me afterwards "I thought, right, I've got it sewn up here, but just at the exact moment I saw those two fly down the lane and away towards the finish in front of me...!"
Jack clearly hasn't lost his talent to descend that earned him the nickname "Falling Stone" during his most successful years on the fell circuit in the late 1980s as he shot down over Hill House Farm and over Wadsworth Bank fields to overhaul Hornby by five seconds, taking runner-up spot.
Oldfield clocked 2.45.02 to win the men's record figure, while Carol clocked 51.06 for sixth ahead of in-form Lisa Lacon and Ruth Darrington. With Sheard in fourth place, Pudsey & Bramley took the team prize easily ahead of Lancashire rivals, Clayton le Moors.
But wait, whatever happened to Shane Green? Top elite runner, Irish International, five times Mass Mountain Marathon runner-up, ace navigator, ale swiller and all-round top man! He came jogging along the canal bank after taking a slight detour to take the award for most (32) places lost from checkpoint two.
The idea of having a bit of navigation seemed to go down well with most of the competitors. It certainly made for a good conversation point with Darcy Miller afterwards, as everyone compared notes on the descent route choice - well, I bet Gary wasn't giving any secrets away!
Thanks as ever to all those who helped make this race a success: Steve and Pauline Oldfield, Bernard and Kay Pierce on registration and finish recording, Peter Horne at the road crossing, and Allan and David Bramley House for their grand job of checking everyone through at the summit, enabling me to put intermediate positions in the results (just like a proper race!)
Please note that next year's race will be on a Sunday (10 October 1990), as there will be a shooting party on the moor the day before. The race will form part of the new South Pennines Grand Prix (the eight from twelve races). See you then.
Allan and Carol Greenwood
1. G. Oldfield P&B 44.51
2. J. Maitland P&B 45.08
3. J. Hornby Spen 45.13
4. P. Sheard P&B 47.59
5. D. Stock Stock 48.58
6. J. Ingram Saddle 49.24
7. B. Goodison Abbey 50.39
8. C. Greenwood Bing 51.06
9. F. Reilly Stock 51.08
10. D. Parry P&B 51.12
VETERANS O/40
1. B. Goodison Abbey 50.39
2. I. Robinson Clay 52.58
3. D. Collins Tod 55.10
4. D. Asquith Skyrac 55.15
5. G. Newsham Clay 55.25
VETERANS O/50
1. F. Reilly Stock 51.08
2. R. Baker CFR 54.30
3. G. Breeze Skyrac 55.43
4. M. Crook Horw 56.07
5. R. Pollard DAPk 56.17
VETERANS O/60
1. P. Duffy Aberd 64.23
2. G. Arnold Prest 68.23
3. A. Campbell RRC 74.30
LADIES
1. C. Greenwood Bing 51.06
2. L. Hutton Holn 56.45
3. R. Dorrington Abbey 59.51
4. E. Ball VallStr 60.50
5. L. Hayles Hfx 67.18
6. H. Wilkinson
1. R. Burn ThirskS 61.25
2. M. Burn ThirskS 61.25
3. P. Buckby NMarske 62.14
4. S. Beesomley Eccles 62.28
5. P. Figg Swale 63.55
6. D. Collett Mand 64.04
7. P. Kelly Darl 64.27
8. N. Cotton ThirskS 64.36
9. R. Hall ThirskS 64.44
10. S. Mcchie ThirskS 65.02
VETERANS O/40
1. R. Burn ThirskS 61.25
2. P. Buckby NMarske 62.14
3. D. Collett Mand 64.04
4. P. Kelly Darl 64.27
5. R. Pollard Mand 66.17
VETERANS O/50
1. M. Hetherton Nestle 72.12
2. R. Baines Ind 72.33
3. G. Dixon Mand 74.03
4. B. McDonald 74.15
5. R. Sherwood NMarske 75.03
LADIES
1. K. Slater Kghly 68.23
2. A. Raw Darl 72.55
3. A. Hayward ThirskS 80.29
TENTH BRITISH FELL AND HILL RUNNING RELAY
Cumbria
4 x fell 18.10.98
It seems appropriate on this occasion to start this race report with thanks to all those who contributed to the organisation of the day, as most had given many hours of their time for months beforehand to make a logistically difficult event work as smoothly as possible. All our hard work looked, on the Friday and Saturday, as if it would be ruined by the weather, so it was with relief that we saw the sun clearing the stars, coming out on the Saturday morning and Sunday was as good as we could have expected in October, though cold for the marshals on the fell. There were literally dozens of helpers, mainly from Cumberland Fell Runners, but a number from other clubs, or simply friends or family, who did the innumerable tasks required to see the event go well. Sincere thanks to you all. Jennings, of Castle Brewery, Cockermouth were our generous and very welcome sponsors.
Running standards were high. A record number of teams entered, some travelling long distances to take part in the event. Congratulations to all the winners. A particular thank you also to all the teams who come and take part, knowing that they are unlikely to beat the elite teams! Borrowdale started as favourites, running on home ground, but were narrowly beaten by an extremely strong Bingley team. Pudsey & Bramley were a credible third team open event and first in the ladies' relay with an exceptional team. Kendal were winners of the Veterans event by a narrow margin from Keswick.
Cumberland Fell Runners worked hard to make the event a success and tried to anticipate as many problems as possible. We didn't get everything right but in an enterprise of this size, we hardly expected to. We hope that you all enjoyed the day.
Barry
A fine day in "Heartbeat" country, which saw the inaugural race on this course. When I came from the day before when the rain and wind wreaked havoc that whole area was floating and many of the streams had broken their banks.
Over the first four miles, it was Peter Buckley leading from the Burn brothers and Steve Bottomley. Pete managed to miss the turn at CP3 (where you plunge down a ravine at Hudson's Cross to go down the Griff). Caution was exercised here due to the slippery wooden steps that allow you to descend part of the upper section. As they ducked under the rail arch where the Burn brothers, Lyndon and Steve had been, the front four had regrouped. The one kilometre ascent facing the leading group was now tackled and despite heavy mud over the first three hundred metres, there was little change. Karen Slater was chasing well in seventeenth position overall, with Alison Raw only thirty seconds behind. It was on the ascent after the station that the gap opened between these two leading ladies.
As the men reached the descent just beyond Nostelle Point, there was still a very close contest between the leading four. It was at the bottom of the descent that Pete made a second mistake, running past the rail crossing which, to the uninitiated, is naturally hidden below the level of the main track. This allowed the two Burn brothers, Rob and Merv, the opportunity to open up a gap and make a major effort up the second ravine. At the top of the Highland Cattle boardwalk with a mild disorientation? I was particularly pleased with this section as it is a natural marsh and the rain the day before it required wading against the widened stream. On the day, passage was much easier. By the time the leading ladies reached this section, the race was virtually over. Karen had established a few minute lead over Alison, the current "Wainwright and Fell Scramble" Champion.
A total of seventy six runners finished this new event, the first of nine in the "New Balance/Northern Runner Winter Series", with the six best scores to count at the end of the series. Don't forget the next event is the North Eastern Championship for both men and ladies.
Dave Parry
SEVENTH WITHINS SKYLINE
West Yorkshire
BM/7m/1000ft 24.10.98
MUD, FLOOD, WIND AND HAIL. Horrible weather caused a route change to the seventh Withins Skyline senior race; the reason, it was deemed that the mile long stretch along the actual Skyline from Oxenhope Stoop to Top Withins ruin was too inhospitable.
So the main route taken was the main tourist path via Bronte Bridge to the Top Withins ruin, and straight back the same way to Penistone Hill, approximately six miles and eight hundred feet. Even this route meant that the one hundred and forty runners had to contend with appalling weather, thick mud and deep standing water along much of the route, with several sections of the course being off limits. "I said we didn't run the proper Skyline race, it was a very wise decision. Although if we had, certainly my winning margin would have been more. It was lucky for Ian Holmes that he's away racing in Italy at the moment" said a relieved and mischievous race winner, Robert Jebb.
This was only Robert's second win, the other being way back in May at Coniston. In between, he has been concentrating on the British and English Championships where he finished sixth in the 10k and 5k events, along with other high profile events. The British Telecom Engineer will be a major contender in 1999, "I'm only 23 and I've a long way to go and, hopefully, a lot of improvement left".
Carol Greenwood, the now twice winner, floundered in the heavy conditions, her slight frame preventing her from ploughing through the quagmire and enabling the strong winds to whip her feet away. The ever improving Lisa Lacon always fairs well on the Haworth Moor Woodhead race routes, although she always seems to be thwarted at her attempts to win one of the events ......your day will come, Lisa.
The juniors and senior quarry races which were attempted in the worst of the weather, gale force winds and horizontal rain, failed to put the fourteen competitors off their stride. We only had one under sixteen runner, so Anna Jagan opted to run the first lap with the under fourteens and the second lap solo to win the under sixteens' prize. James Greenhalgh was an easy winner in five and a half minutes, with David Hasson second and third respectively. Girls won Under 14, Under 12 and Under 9 races respectively. In the girls' races, Freya Japan and Nicola Walker won the Under 12 and Under 14. All juniors welcomed the free hot coffee and biscuits more than their goody bags of can of pop, crisps, chocolate bar, bag of sweets and tongue painter lolly. Not to be seen to favour the young ones, the senior finishers received a Cadbury's chocolate bar and unique flavoured bag of Seabrooks crisps. SWEETCORN flavoured yes, you read right. SWEETCORN, hmmm.
Darby and Joan
BFHR (FRA) Relay, Bingley pair Rob Jebb and Andy Peace on leg 2 Photo: Steve Bateson
BREIDDEN HILLS RACE
Shropshire
AM/7m/2300ft 18.10.98
For the second year in a row, the morning of the race dawned frosty with light winds and a blue sky but soft underfoot after the previous days' torrential rain. The male and female records still stand although Andrew Davies (just turned senior) has already equalled Colin Donnelly's four race wins, impressive domination!! Dare I say it, in fear of a thumping, also well done to our oldest regular, Albert Penfold, who produced his best time in five years, an outstanding example to us all.
Next year the race is on Sunday 17th October 1999, its fifteenth year. Thank you once again to all runners, marshals and landowners for the continued support of the race and the charity. Race proceeds were split between the Emma Allen Fund and the Air Ambulance.
Stuart Cathcart
| Males | Females |
|----------------|-----------------|
| 1. A. Davies | Mercia | 52.29 |
| 2. A. Carruthers | Hales | 54.27 |
| 3. C. Lancaster | Telf | 55.47 |
| 4. B. Barry | Northbrook | 56.13 |
| 5. M. Gadd | Gloss | 56.13 |
| 6. B. Gregory | Stock | 56.30 |
| 7. G. Cresswell| Pennine | 56.44 |
| 8. M. Clewes | Newport | 58.36 |
| 9. S. Entwhistle| Gloss | 58.38 |
| 10. H. Jones | Newtown | 59.25 |
VETERANS O/40
| Males | Females |
|----------------|-----------------|
| 1. R. Gregory | Stock | 56.30 |
| 2. G. Cresswell| Pennine | 56.44 |
| 3. S. Entwhistle| Gloss | 58.38 |
| 4. R. Wilson | MWalesO | 59.28 |
| 5. P. Chadwick | Wells | 60.41 |
| 6. J. Coombes | Mercia | 61.43 |
LADIES
| Males | Females |
|----------------|-----------------|
| 1. Rhianna Matthews | Shrews | 67.18 |
| 2. Joanne Matthews | Shrews | 71.57 |
| 3. G. Evans | Shep | 72.30 |
| 4. L. Delrio | Mercia | 73.51 |
| 5. G. Roberts O/35 | | 74.10 |
| 6. A. Goodall O/35 | Mercia | 75.01 |
JUNIORS
| Males | Females |
|----------------|-----------------|
| 1. S. Marlow | Unatt | 66.39 |
BFHR (FRA) Relay, 112 teams set off from Braithwaite Photo: Peter Hartley
Championship Details (1998)
British and English Championship details;
Welsh Championship positions
Regional Championship details now available
Guests of Honour and former champions Sarah Rowell and Colin Donnelly accept gifts from 1998 British champions Ian Holmes and Angela Mudge (Photo: Woodhead)
English Ladies Champions Keswick A.C. with Guests of Honour (Photo: Woodhead)
## BRITISH CHAMPIONSHIP AWARDS 1998
### MALE OPEN
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | Ian Holmes | Bingley | 3 | 2 | 4 | 4 | 144 |
| Silver | Mark Roberts | Borrowdale | 5 | 7 | 5 | 3 | 140 |
| Silver | Simon Booth | Borrowdale | 15 | 1 | 1 | 9 | 140 |
| Bronze | Gavin Bland | Borrowdale | 6 | 14 | 3 | 6 | 138 |
| Bronze | Jim Davies | Borrowdale | 11 | 5 | 2 | 12 | 135 |
| Bronze | Robert Jebb | Bingley | 8 | 6 | 6 | 7 | 133 |
### MALE VET 40
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | Malcolm Patterson | Shettleston | 1 | 2 | 1 | * | 93 |
| Silver | David Neill | Mercia | 3 | 1 | 2 | 1 | 89 |
| Bronze | David Houlsworth | Kendal | 4 | 4 | 3 | 3 | 83 |
### MALE VET 50
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | James Patterson | Albertville | 2 | 1 | 1 | 3 | 33 |
| Silver | Peter McWade | Clayton | 1 | 2 | 2 | 2 | 30 |
| Bronze | David Tait | Dark Peak | 5 | 3 | 3 | * | 22 |
### LADIES OPEN
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | Angela Mudge | Carnethy | 1 | 1 | 1 | 1 | 66 |
| Silver | Angela Brand-Barker | Keswick | 3 | 2 | 2 | 3 | 56 |
| Bronze | Joanne Prowse | Keighley | 4 | 3 | 6 | 5 | 50 |
### LADY VET 40
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | Joanne Prowse | Keighley | 1 | 1 | 2 | 1 | 33 |
| Silver | Lynn Thompson | Keswick | 3 | 2 | 1 | * | 29 |
| Bronze | Victoria Musgrove | Eryri | 7 | 4 | 4 | 3 | 19 |
### TEAMS
#### MEN OPEN
| Rank | Team | Points | Members |
|------|------------|--------|-------------------------------------------------------------------------|
| First | Borrowdale | 33 | Simon Booth, Jonathon Bland, Jim Davies, Mark Roberts, Gavin Bland & Andrew Schofield |
| Second | Bingley | 31 | Matthew Whitfield, Ian Holmes, Adrian Rushworth, Bob Whitfield, Dave Horsfall, Mark Kinch, Rob Jebb, Steve Hawkins & Paul Mitchell |
| Third | Kendal | 22 | David Houlsworth, Mike Walsh, Hugh Symonds, Craig Roberts, Phil Clark, Mike Walford, Nicholas Spence & William Proctor |
#### VETERAN MEN
| Rank | Team | Points | Members |
|------|------------|--------|-------------------------------------------------------------------------|
| First | Kendal | 33 | David Houlsworth, Mike Walford, Phil Clarke, William Proctor, Hugh Symonds, Mike Walsh & John Reeve |
| Second | Clayton – Le Moors | 28 | Mike Wallis, Geoff Gough, Peter McWade & Jack Holt |
| Third | Horwich RMI | 27 | Graham Schofield, David Woodhead, Steve Jackson & Tony Hesketh |
#### LADIES OPEN
| Rank | Team | Points | Members |
|------|------------|--------|-------------------------------------------------------------------------|
| First | Carnethy | 33 | Angela Mudge, Karen Powell, Maggie Creber, Kate Jenkins & Jacqui Higginbottom |
| Second | Keswick | 31 | Jane Jones, Louise Osborn, Angela Brand-Barker, Lynn Thompson & Liz Cowell |
| Third | Eryri | 19 | Alison Donnelly, Jane Lloyd, Natasha Fellowes, Victoria Musgrove, Lisa Gartrell, Jenny Heming & Tina Dewsnap |
### KEY:
- Pendle – 4th April
- Sailbeck – 10th May
- Culter – 30th May
- Moel Siabod – 18th July
Ranking is calculated on scores in up to three races. If three race scores are used then they must include one race at each distance.
### ENGLISH AWARDS: INTERMEDIATE CHAMPIONSHIP
#### MEN
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | Andrew Davis | Mercia | * | 10 | 10 | * | 10 | 8 | 38 |
| Silver | Harry Matthews | Shrewsbury | 8 | 8 | 8 | 10 | 6 | * | 34 |
| Bronze | David Norman | Altrincham | * | 6 | 7 | 7 | 7 | * | 27 |
#### LADIES
| Rank | Name | Team | Distance | Points |
|------|----------|------------|----------|--------|
| Gold | Charlotte Sanderson | Skipton | 10 | 8 | * | * | 10 | 8 | 36 |
| Silver | Sharon Taylor | Bingley | 5 | 6 | 8 | 8 | 8 | 10 | 34 |
| Bronze | Emma Middleton | Charnwood | 8 | 7 | * | * | 7 | 7 | 29 |
### KEY:
- Pen = Pendle – 4th April
- Bel = Belmont Village Winter Hill – 9th May
- D = Dodd – 24th May
- B-P = Buckden Pike – 20th June
- STL = Steel Fell – 19th July
- Lan = Langdale Country Fair – 16th August
Best four positions from the six counting races.
## ENGLISH CHAMPIONSHIP AWARDS 1998
### MALE OPEN
| Rank | Name | Team | Distance | L-M | PEN | S | B-P | R-D | SED | PTS |
|------|--------|----------|----------|-----|-----|----|-----|-----|-----|-----|
| 1 | IAN HOLMES | BINGLEY | M | 1 | 3 | 2 | 1 | * | 3 | 121 |
| 2 | SIMON BOOTH | BORROWDALE | 3 | 14 | 1 | 7 | 1 | 1 | 1 | 120 |
| 3 | ROBERT JEBB | BINGLEY | 4 | 8 | 6 | 3 | 4 | 4 | 4 | 109 |
| 4 | DAVID NEILL | MERCIA | 7 | 22 | 8 | 4 | 2 | 7 | 104 |
| 5 | JIM DAVIES | BORROWDALE | 6 | 11 | 5 | 9 | 3 | 5 | 102 |
| 6 | GAVIN BLAND | BORROWDALE | 5 | 6 | 13 | 11 | * | 2 | 100 |
### MALE VET 40
| Rank | Name | Team | Distance | L-M | PEN | S | B-P | R-D | SED | PTS |
|------|--------|----------|----------|-----|-----|----|-----|-----|-----|-----|
| 1 | DAVE NEILL | MERCIA | 1 | 2 | 1 | 1 | 1 | 1 | 1 | 88 |
| 2 | DAVID HOULSWORTH | KENDAL | 7 | 3 | 3 | 3 | 3 | * | 3 | 72 |
| 3 | WILLIE BELL | CFR | 4 | 15 | 13 | 4 | 2 | 4 | 70 |
### MALE VET 50
| Rank | Name | Team | Distance | L-M | PEN | S | B-P | R-D | SED | PTS |
|------|--------|----------|----------|-----|-----|----|-----|-----|-----|-----|
| 1 | PETER McWADE | CLAYTON | * | 1 | 1 | 1 | 1 | * | 2 | 45 |
| 2 | DAVID TAIT | DARK PEAK | 3 | 3 | 2 | * | 2 | * | 2 | 34 |
| 3 | BRIAN SCHOFIELD | TODMORDEN | * | 5 | 4 | * | 1 | 5 | 31 |
### MALE VET 60
| Rank | Name | Team | Distance | L-M | PEN | S | B-P | R-D | SED | PTS |
|------|--------|----------|----------|-----|-----|----|-----|-----|-----|-----|
| 1 | PETER NORMAN | WREXHAM | 1 | 1 | * | 1 | 1 | * | * | 38 |
| 2 | ROSS JAQUES | CLAYTON | * | 2 | 1 | 2 | * | 1 | 1 | 30 |
| 3 | JOHN DEARDEN | HELSBY | 2 | 3 | * | 5 | * | * | * | 23 |
### LADIES OPEN
| Rank | Name | Team | Distance | L-M | PEN | S | B-P | R-D | SED | PTS |
|------|--------|----------|----------|-----|-----|----|-----|-----|-----|-----|
| 1 | ANGELA BRAND-BARKER | KESWICK | * | 2 | 1 | * | 1 | 6 | 78 |
| 2 | JOANNE PROWSE | KEIGHLEY | 8 | 3 | 2 | 5 | * | 2 | 72 |
| 3 | LYNN THOMPSON | KESWICK | 9 | 5 | 5 | 4 | 3 | * | 67 |
### LADY VETERAN
| Rank | Name | Team | Distance | L-M | PEN | S | B-P | R-D | SED | PTS |
|------|--------|----------|----------|-----|-----|----|-----|-----|-----|-----|
| 1 | JOANNE PROWSE | KEIGHLEY | 3 | 1 | 1 | 2 | * | 2 | 42 |
| 2 | KAREN SLATER | KEIGHLEY | 1 | 4 | * | 3 | 1 | 3 | 40 |
| 3 | LYNN THOMPSON | KESWICK | 4 | 3 | 2 | 1 | 2 | * | 38 |
### TEAMS
#### MEN OPEN
- **GOLD**
- BINGLEY: 45
- MATTHEW WHITFIELD, IAN HOLMES, ROBERT JEBB, STEVE HAWKINS, MARK KINCH, ROBIN LAWRENCE, COLIN MOSES & DAVE HORSFALL
- **GOLD**
- BORROWDALE: 45
- MARK ROBERTS, GAVIN BLAND, JIM DAVIES, SIMON BOOTH, JONNY BLAND, ANDREW DAVIES, MARTIN HOLROYD & ANDREW SCHOFIELD
- **BRONZE**
- AMBLESIDE: 34
- MARK RIGBY, NICK FISH, JOHN ATKINSON, ROGER BELL, MARK FLEMING, SIMON STAINER, CHRIS RHODES, STUART SHUTTLEWORTH, BEN EVANS, DAN DUXBURY & STEVEN SAVAGE
#### VETERAN MEN
- **GOLD**
- KENDAL: 45
- PHIL CLARK, BILLY PROCTOR, ANDREW BECK, DAVID HOULSWORTH, JOHN REEVE, HUGH SYMONDS, MIKE WALSH, DUNCAN OVERTON, PAUL TUSON, ALAN MILLER & PHILIP WHITING
- **SILVER**
- HORWICH RMI: 38
- GRAHAM SCHOFIELD, STEVE JACKSON, STEVE MORAN, BRIAN WALTON, BRENT BRINDLE, ALAN SWEATMAN, JEFF HOLLOWAY, TONY HESKETH & DAVE WOODHEAD
- **BRONZE**
- CUMBERLAND FELL RUNNERS: 36
- WILLIE BELL, ANDY BEATTY, HARRY JARRETT, ROB JAMES, RICHARD UNWIN, RICHARD BAKER & STEVE HOLLIDAY
#### LADIES OPEN
- **GOLD**
- KESWICK: 45
- ANGELA BRAND-BARKER, LYNN THOMPSON, LIZ COWELL, LOUISE OSBORN, JANE JONES & DEBBIE THOMPSON
- **SILVER**
- KEIGHLEY & CRAVEN: 39
- FREDA TATE, ELIZABETH TOMES, KAREN SLATER & JOANNE PROWSE
- **BRONZE**
- CLAYTON: 37
- VANESSA PEACOCK, WENDY DODDS, KATY THOMPSON, KATH WALLIS, ALISON SMITH & BEV McWADE
---
**KEY;**
- L-M = LONG MYND 15th FEB
- PEN = PENDLE 4th APRIL
- S = SAILBECK 10th MAY
- B-P = BUCKDEN PIKE 20th JUNE
- R-D = ROYAL DOCKRAY 27th JUNE
- SED = SEDBURGH HILLS 16th AUGUST
RANKING IS CALCULATED ON SCORES IN UP TO FOUR RACES. IF FOUR RACE SCORES ARE USED THEN THEY MUST INCLUDE ONE RACE AT EACH DISTANCE.
PENCAMPWRIAETH RHEDEG MYNYDD CYMRU 1998
WELSH MOUNTAIN RUNNING CHAMPIONSHIP 1998
SAFLEOEDD TERFYNOl : FINAL POSITIONS
Senior Men
1. Colin Donnelly Eryri 86
2. Peter Maggs MDC 68
3. James McQueen Eryri 64*
4. Hefin Richards(V) MDC 57
5. Adrian Woods Eryri 52
6. Steve Robst Eryri 50
7. D. Whiteside-Thomas(SV) Eryri 47
8. Julian Baker Eryri 35
9. Pete Norman(SSV) Wrexham AC 32
10= Trefor Jones Eryri 29
10= Stephen P. Jones(V) Eryri 29
Male Veterans O/40
1. Hefin Richards MDC 83
2. D. Whiteside-Thomas (SV) Eryri 73
3. John Morris (SV) Pennine 61
4. Dick Finch (SV) MDC 58
5. Pete Norman (SSV) Wrexham AC 56
6. Steve Brown MDC 49
7. Mike Blake(SV) Eryri 46
8. Stephen P. Jones Eryri 40*
9= Steve Barnard Eryri 36*
9= Graham Cheshire (SV) MDC 36
Ladies
1. Victoria Musgrove(V) Eryri 86
2. Eluned Dunnington Eryri 40*
3= Ann Nixon (V) MDC 22*
3= Dawn Kenwright (V) SHORC 22*
3= Jayne Lloyd Eryri 22*
6. Alison Donnelly Eryri 20*
7= Sharon Woods Eryri 18*
7= Sheila Bennell Eryri 18*
7= Fran Williams Cardiff AAC 18*
10. Sheila Lloyd(SV) Eryri 17*
Male Veterans O/50
1. John Morris Pennine 82
2. D. Whiteside-Thomas Eryri 81
3. Dick Finch MDC 74
4. Pete Norman (SSV) Wrexham AC 72
5. Graham Cheshire MDC 59
6. John Carson (SSV) Eryri 53
7. Martin Williams Eryri 49
8. Eric Meredith MDC 43
9= Brian Evans Eryri 40*
9= Mike Blake Eryri 40*
Male Veterans O/60
1. Pete Norman Wrexham AC 88
2. John Carson Eryri 80
3. Cledwyn Jones MDC 40*
4. Ron Morgan Trots 20*
5. Allen Watts Sarn Helen 18*
6. Stan Winstanley Eryri 17*
Veterans O/40 Teams (*A' teams only)
1. Clwb Rhedwyr Eryri 106
2. Mynyddwyr De Cymru 101
3. Amman Valley Harriers 22
4. Wrexham AC 20
5. Sarn Helen O&RC 18
6. Chepstow Harriers 16
Veterans O/40 Teams (*A' teams only)
1. Clwb Rhedwyr Eryri 126
2. Mynyddwyr De Cymru 92
3. Amman Valley Harriers 20
4. Wrexham AC 18
5= Sarn Helen O&RC 17
5= Wrexham Triathletes 17
7. Chepstow Harriers 13
Ladies Teams
1. Clwb Rhedwyr Eryri 44
(only one team scored points)
* Athletes indicated are ineligible for medals as they did not complete one race at each distance.
Martin Lucas Hon. Statistician Nov.98
ISLE OF WIGHT FELL RUNNING CHAMPIONSHIP SERIES
Isle of Wight 17/18.10.98
Although entries were slightly down this year, the 4th Annual Isle of Wight Fell Running Series, held at Ryde over the weekend, went ahead despite fine weather and the interest and sponsorship of Southern Water.
Organised by Ryde Harriers, the series is spread over two days and is run in conjunction with the Rex Valley Sports Centre Project. Three races are involved - a three mile event on the Saturday morning to the top of St Boniface and back from Ventnor Esplanade with 751m of ascent; the Ventnor Horsehead Fell Race which involves 1500ft of ascent on the Saturday afternoon; the Wroxhall Round over thirteen miles on Sunday morning involving a further 1500ft of ascent.
It turned out to be a particularly good weekend for Ryde Harriers as not only did one of their star runners, Geoff Doughty, win all three races to take the Victor Ludorum Trophy, the Brenda Lawson Shield but the club also fielded the only first team incorporating all three races.
The ladies' race saw Mary Mills again taking honours and giving her the Victrix Ludorum Trophy and the John Farrant Shield.
No fewer than four records were broken over the three events, all the veteran 60 records were smashed by Terence Layburn and the veterans' 50 class record for the thirteen mile event, by Alan Cass.
The thanks of the organisers goes to a great number of people who marshalled and helped on the day, particularly the police and St John's Ambulance. Also thanks to other numerous helpers, particularly Ventnor Rugby Club.
ST BONIFACE FELL RACE
1. G. Doughty Ryde 18.32
2. J. Lowden O/40 Worthing 18.43
3. H. Grubb Reading 19.04
4. P. Fooks HolmeP 19.06
5. A. Brown O/40 Worthing 19.14
6. S. Cooper Ryde 19.15
7. D. Tibbals EGrintT 19.26
8. D. Kearn O/40 Compton 19.29
VETERANS O/50
1. A. Cass Ryde 20.01
2. C. Bennett MKeynes 23.10
3. G. Burrow Worthing 23.37
VETERANS O/60
1. T. Layburn MKeynes 22.57
2. M. Callow MKeynes 26.57
VETERANS O/70
1. D. Gurnage IWAC 36.19
LADIES
1. M. Mills O/35 HolmeP 22.16
2. C. Daniels O/45 MKeynes 26.48
3. S. Pegg O/35 EGrintT 26.58
VENTOR HORSESHOE
1. G. Doughty Ryde 56.22
2. J. Lowden O/40 Worthing 56.58
3. A. Brown O/40 Worthing 57.14
4. D. Tibbals EGrintT 57.39
5. P. Aked Reading 58.06
6. H. Grubb Reading 58.27
7. D. Kearn O/40 Compton 58.29
8. P. Fooks HolmeP 58.41
VETERANS O/50
1. A. Cass Ryde 60.14
2. G. Burrow Worthing 67.20
3. C. Burnett MKeynes 71.27
VETERANS O/60
1. T. Layburn MKeynes 68.55
2. M. Callow MKeynes 82.04
LADIES
1. M. Mills O/35 HolmeP 69.29
2. C. Jackson Ryde 77.52
3. C. Daniels O/45 MKeynes 80.26
4. S. Pegg O/35 EGrintT 80.56
WROXHALL ROUND
1. G. Doughty Ryde 1.35.80
2. P. Aked Reading 1.37.25
3. A. Brown O/40 Worthing 1.38.11
4. J. Lowden O/40 Worthing 1.40.14
5. D. Tibbals EGrintT 1.41.12
6. D. Kearn O/40 Compton 1.41.15
7. P. Fooks HolmeP 1.43.16
8. A. Cass O/50 Ryde 1.44.25
VETERANS O/50
1. A. Cass Ryde 1.44.25
2. N. Nelson Ryde 1.52.25
3. G. Burrow Worthing 1.59.06
VETERANS O/60
1. T. Layburn MKeynes 2.07.07
2. M. Callow MKeynes 2.30.49
LADIES
1. M. Mills O/35 HolmeP 2.01.56
2. C. Jackson Ryde 2.14.55
3. C. Daniels O/45 MKeynes 2.22.18
4. B. Cole O/35 Crofton 2.33.29
5. J. Child O/45 Worthing 2.38.16
OVERALL RESULTS
VICTOR LUDORUM G. Doughty Ryde
VICTRIX LUDORUM M. Mills HolmP
SEAA CHAMPIONSHIP
S.E.A.A. Fell Race Championship 1998 was incorporated in the Breidden Hills Fell Race (October 1998). This race is a little toughie, now firmly entrenched in the October calendar. Although the early part of the weekend was wet and windy, race organiser, Stuart Cathcart, had arranged a fine, crisp, sunny morning - ideal for fell running. Many thanks to Stuart for allowing the South to use his race.
Result: The S.E.A.A. Fell Race Championship
This year the ladies did not contest - see you all in 1999.
Senior Men:
1. Andrew Carruthers Crawley A.C.
2. Colin Lancaster U.A.
3. Paul Chadwick Wells City Harriers
Vet O/40
1. Paul Chadwick Wells City Harriers
Vet O/50
1. Sam Kirkpatrick M.K.A.C.
Team
1. Dave Findel-Hawkins Milton Keynes A.C.
2. Jim Watson Milton Keynes A.C.
3. John Underwood Milton Keynes A.C.
Note for 1999
For the first time in recent history this championship will be held in the south. There will also be a new format.
The Isle of Wight Fell Race Series have kindly allowed us to incorporate the S.E.A.A. Championship in their three races. See F.R.A. Calendar.
Sam D. Kirkpatrick
THE 32ND GALE FELL RACE
Lancashire
CS/4.5m/800ft 25.10.98
The 32nd edition of the Gale fell race was run appropriately enough in very windy conditions. I dropped Carol off at the White House Inn on Blackstone Edge, kitted out with full thermals, windproofs and a bag of flags. By the time she got to the Gale Inn, where I had set up registration and organised the car parking, she was visibly shaking with cold as she made a bee-line for the warm car and flask of hot coffee.
Jamie Dore set off with his yard brush and did a great job, cleaning the wet leaves and dirt from those notoriously slippery roads as well as sweeping the leaf pile from the track and litter about from a hundredweight of wooden pallets which someone had dumped in the factory yard. Thanks Jamie.
Seven times winner and former record holder, Colin Robinson, sent the seventy runners on their way, then stood out in the drizzle, which was accompanied by occasional spells of bright sunshine in order to record numbers with his wife Brenda - eight times winner of the event, and Rochdale's mayor of the year, Joe Salt with his trusty stop-watch.
Mark McGinney was first to touch the wall of the Whitehouse, the day after answering a late call to anchor Bingley Harriers in the National six stage road relays at Sutton Park, Birmingham. However, his hopes of glory were dashed as Steve Culshaw powered down over the fast descent to win by ten seconds in twenty six minutes and sixteen seconds and lead his club to victory in the team race.
Carol soon got warmed up after her route marking session, turning up the in the fourth place overall, but as usual, the men who trailed in her wake were priming themselves up for the increasingly difficult exercise of avoiding a good scalping!
Only eleven men managed this feat, the latter, Chris Speight obviously having felt the benefit of an extra hour's warm up before forgetting to turn his clock back, while everyone else made use of an extra hour in bed!
Jo Prowse took second place in the women's race ahead of Lucie Whittaker, who brought the day to my mind came from Pete Lyons. Though competing as a Veteran over fifty, Pete thrashed all the other veterans with his obscene seventh place overall, as Dave Woodhead took the first over forty prize in tenth, after organising (and running) his own 're-routed' Withens race the day before - a decision with which I agreed totally. Dave, The worst race appaling and and we runners were grateful to even have a race at all.
Thanks to everyone who helped make the 32nd Gale race a success: Colin, Brenda, Joe and Jamie, Landlord, Jim Grounds, who has hosted the race for twenty five years, Sue and Jess Palmer who as always did a great job with registration and results compilation and Eileen Woodhead who took charge of handing out refreshments and chocolates/jelly babies to all finishers.
Three special awards were made before the prizegiving. Emerald glass awards were presented to Jim at the Gale for long service to the event, Sue and Jess for all their help with my race series throughout the year, and Carol who was the only person to complete the six race "South Pennines series".
As a result of the event, I was able to make a donation to Candlelighters, a charitable organisation who is fighting the war against children's cancer.
In 1999 my races will form part of a year-long, twelve race South Pennines Grand Prix - see advert in fell calendar - with a prize leading to quality memento to all who complete any eight qualifying events.
Hope to see you somewhere soon.
Allan Greenwood
SCREES FELL RACE
Cumbria
AS.5m/1560ft 31.10.98
One hundred and thirteen runners entered, which was a record turnout. No records were broken with the going on the soft side to good, the weather was fine. So too was the Beer Festival and Band which followed in the evening!!
Edward Simpson
| Name | Club | Time |
|---------------|--------|------|
| M. Arnor | CFR | 42.34|
| D. Baines | Amble | 43.45|
| B. Taylor | CFR | 43.49|
| B. Thompson | CFR | 44.44|
| C. Valentine | Kesw | 44.51|
| P. Davis | Burn | 45.14|
| J.D. Byers | Trill | 45.21|
| S. Hay | CFR | 45.47|
| A. Duxbury | Amble | 46.12|
| A. Meanwell | Borr | 46.30|
VETERANS O/40
| Name | Club | Time |
|---------------|--------|------|
| A. Beatty | CFR | 45.47|
| J. Hope | AchRatt| 47.18|
| R. James | CFR | 47.37|
| S. Clarke | Clay | 47.08|
VETERANS O/50
| Name | Club | Time |
|---------------|--------|------|
| J. King | CFR | 53.39|
VETERANS O/60
| Name | Club | Time |
|---------------|--------|------|
| H. Catlow | Dallam | 60.52|
LADIES
| Name | Club | Time |
|---------------|--------|------|
| J. King | CFR | 48.18|
| A. Brand-Barker| Kesw | 50.20|
| J. Mattie | CFR | 52.09|
| H. Johnson | Ilk | 52.45|
| K. Rogan | Wharfe | 58.25|
JUNIORS
| Name | Club | Time |
|---------------|--------|------|
| G. Crayston | CFR | 46.45|
HARRIERS V CYCLISTS
West Yorkshire
CM/6m/650ft 31.10.98
| Name | Club | Time |
|---------------|--------|------|
| M. Horrocks | Clay | 36.57|
| I. Taylor | EBurgess| 37.43|
| R. Jebb | Hopetech| 37.50|
| P. Thompson | Unatt | 38.48|
| M. Salkld | HolmeP | 39.45|
| S. Bostocky | Eccles | 39.53|
| F. Reilly | Stock | 40.24|
| I. Hansen | Bing | 40.42|
| C. Greenwood | Bing | 40.44|
| D. Asquith | Skyrac | 41.12|
| R. Walker | Wake | 41.29|
| S. Marima | Eccles | 41.51|
VETERANS O/40
| Name | Club | Time |
|---------------|--------|------|
| D. Asquith | Skyrac | 41.12|
| D. Thompson | CaldV | 42.01|
| D. Collins | Tod | 42.12|
| P. Isaacs | Wake | 43.15|
| H. Suddall | Bing | 44.55|
VETERANS O/50
| Name | Club | Time |
|---------------|--------|------|
| F. Reilly | Stock | 40.24|
| G. Breeze | Skyrac | 44.09|
| M. Coles | Skyrac | 45.39|
| T. McDonald | Bing | 46.27|
| J. Collinson | Bing | 47.56|
VETERANS O/60
| Name | Club | Time |
|---------------|--------|------|
| P. Bowman | Salf | 52.49|
LADIES
| Name | Club | Time |
|---------------|--------|------|
| C. Greenwood | Bing | 40.44|
| R. Whitehead | Bing | 46.05|
| L. Bland | DKpK | 49.57|
| S. Taylor | U/20 | Bing | 50.17|
| P. Hildre | Leeds | 53.44|
| G. Troth | Kghly | 61.42|
| C. Porritt | Ilk | 62.55|
JUNIORS UNDER 20
| Name | Club | Time |
|---------------|--------|------|
| S. Troth | Kghly | 43.36|
| J. Carter | Spen | 48.15|
| S. Taylor | Bing | 50.17|
SCOUT SCAR
Cumbria
CM/7m/700ft 11.11.98
Ideal conditions for the race with blue sky and little wind as the entry of fifty seven set off on the one mile, measured, laid, horse-racing circuit, before heading for the "Scarf". The first seven runners broke the existing record. Steve Oldfield, Nick Spence and Nick Smith went to the fore resulting in a new record by Steve Oldfield by almost five minutes.
Karen Slater was first lady, again in a record time taking 11.18 off the previous record.
An added bonus for Steve and Karen was the Veterans Over 40 award. Harry Gott, a local runner, was fastest in the Veterans Over 55 category and with a time faster than the Veteran Over 50!
J. Morgan
| Name | Club | Time |
|---------------|--------|------|
| S. Oldfield | BfA | 39.53|
| N. Spence | Kend | 40.07|
| N. Sharpe | Kesw | 40.16|
| N. Percival | Settle | 42.48|
| M. Addison | Kend | 43.20|
| N. Drinkall | Clay | 44.37|
| A. Cray | Clay | 44.47|
| R. Crossland | BfA | 44.52|
| A. Miller | Kend | 44.56|
| D. Ellis | Kend | 45.14|
VETERANS O/40
| Name | Club | Time |
|---------------|--------|------|
| S. Oldfield | BfA | 39.53|
| A. Clark | Clay | 44.47|
| R. Crossland | BfA | 44.52|
| A. Miller | Kend | 44.56|
| J. Ratrum | Kend | 47.57|
VETERANS O/45
| Name | Club | Time |
|---------------|--------|------|
| P. Clark | Kend | 45.35|
| D. Dacre | Kend | 48.57|
| D. Hart | Haw | 53.11|
| S. Filmore | LOC | 60.05|
| D. Cottach | Orley | 60.06|
VETERANS O/50
| Name | Club | Time |
|---------------|--------|------|
| A. Turner | Clay | 47.24|
| L. Stevenson | Kend | 50.50|
| G. Gaines | BfA | 51.10|
| A. Stafford | Kend | 51.48|
| P. Geldard | Garston| 56.38|
VETERANS O/55
| Name | Club | Time |
|---------------|--------|------|
| H. Gott | NthnV | 46.46|
| P. Heneghan | BfSheep| 57.50|
| W. Murphy | FordH | 54.37|
VETERANS O/60
| Name | Club | Time |
|---------------|--------|------|
| H. Catlow | Dallam | 59.11|
LADIES
| Name | Club | Time |
|---------------|--------|------|
| K. Slater | Kghly | 47.41|
| L. Osborne | Kes | 48.48|
| S. Clark | Kend | 54.11|
| N. Westworth | O/40 | 56.37|
| E. Unsworth | O/45 | 60.08|
The ladies order at the top was the same as the finish with Carol a good three minutes clear of Louise Osborne with Helen Johnson of Ilkley finishing by thirty seconds ahead. These were the veterans Peacock and Prowse, battling through the heather to begin the fast descent back to the mud in Cloughs beck bottom, which saw Vanessa get the better of Jo Prowse, this year's British and English Veteran Champion, finishing twenty two seconds ahead.
Paul Sheard extended his lead to almost one minute by the finish over the 'in-form' veteran Steve Oldfield, with McCash winning his battle with Wallis for third spot. Peter Lyons had an excellent run to claim the ever fifty prize finishing in twelfth place overall from his team mate Ken Taylor (twenty thirty).
England veteran Roger Brewster of Clayton sadly missed the start on what is a rare visit to the fell (one which showed the spirit of the day, bringing runners together to support this race raising funds for Candlelighters). He then joined at the back of the field two hundred yards into the race scything his way through the one hundred eighty four strong field to finish in a creditable eighteenth place, which considering the procession through the mud was quite a feat.
The presentation had a few hitches but these will be sorted next year, and results envelopes will be there. Carol and Paul should sleep better tonight with twinning single beds, their only problem on the day was how to get them home! This was solved by, who else! Roger Moor, Rogan and his van (Bondmobile) who delivered as usual.
Barry, Karen and helpers would like to thank all that came to make a brilliant fell running day. Ninety six juniors, one hundred and eighty three seniors, pie and peas, super raffle, tea, coffee served all day, the mud and the bottom-line....we raised two thousand and five hundred pounds on the day ....Well done to all the runners, sponsored or not, we couldn't have done it without you.
**Barry & Karen Slater**
| 1. P. Sheard | P&B | 23.03 |
| 2. S. Oldfield O/40 | Pendle/Aire | 24.00 |
| 3. K. Wallis | Pendle | 24.15 |
| 4. M. Wallis O/40 | Clay | 24.19 |
| 5. R. Jackson | Salt | 25.13 |
| 6. N. Percival | Settle | 25.10 |
| 7. A. Black | Clay | 25.18 |
| 8. D. Woodhead O/40 | Horw | 25.21 |
| 9. A. Smith | K&C | 25.26 |
| 10. A. Waterworth | Clay | 25.31 |
**VETERANS O/45**
| 1. D. Westerstowe | Unatt | 27.28 |
| 2. D. Hird | Wharf | 28.00 |
| 3. T. Robertshaw | K&C | 29.15 |
| 4. P. Morris | K&C | 29.29 |
| 5. B. Scholes | Helm | 29.43 |
**VETERANS O/50**
| 1. P. Lyons | Ross | 25.36 |
| 2. K. Taylor | Ross | 26.58 |
| 3. G. Breeze | Skyrac | 28.51 |
| 4. B. Rawlinson | Ross | 29.07 |
| 5. A. Healy | Bary | 29.53 |
**VETERANS O/55**
| 1. J. Amos | Ross | 28.06 |
| 2. T. Minikin | K&C | 30.47 |
| 3. J. Tiffay | Skip | 45.29 |
**FIRST VETERAN O/60**
| 1. J. Amos | Clay | 38.27 |
**LADIES**
| 1. C. Greenwood | Bing | 26.41 |
| 2. L. Osbourne | Kesw | 28.35 |
| 3. H. Johnson | Ilkley | 29.18 |
| 4. V. Peacock O/45 | Clay | 29.26 |
| 5. J. Prowse O/40 | K&C | 29.48 |
**LORDSTONES/WAINSTONES**
**Cleveland**
**AM/11m/3000ft 12.11.98**
We had the usual weather for this event; cold and misty, but no snow until the following day when I was clearing up! The mist certainly challenged navigational skills and the severity of the new route challenged stamina. This must now be the toughest medium length fell race in Yorkshire and particularly North Yorks. Another record turn out meant a highly competitive event with the old stagers showing the younger competitors a thing or two. Robin Bergstrand led the men's race through the upper section, but found himself overtaken and the penultimate checkpoint when Dave Gamble overtook him briefly. Adrian Davies and Brian Roberts were certainly closing in the later stages, whilst Charles Stead managed an early challenge but suffered later in the event having to hold off Bob Firth in a sprint finish.
In the women's section it was an excellent race between Alison Raw and Karen Slater. After a hectic start Karen was at about fortieth position at the top of the first climb with Alison being in about fifteenth position, some twenty seconds adrift. Karen improved this position and got by Scugdale Hall (CP4) to thirtieth and ninety second, advancing with both athletes moving through the men. Over the next two miles/land crossing where paths are difficult to locate, (if they exist at all!) Alison managed to outrun or navigate Karen who slipped to forty fifth position, some two minutes, at Wainstones. After this Alison extended her lead to reverse the result at Saltergate the previous month. The new venue appeared to be excellent and I hope to hear people's comments on any problems that may have arisen.
**Dave Parry**
| 1. R. Bergstrand | Mand | 92.09 |
| 2. D. Gamble | Mand | 92.31 |
| 3. A. Davies | Carr | 94.50 |
| 4. B. Roberts V | Mand | 95.34 |
| 5. M. Fleming | Amble | 96.59 |
| 6. R. Firth V | Mand | 98.05 |
| 7. C. Stead | Salt | 98.05 |
| 8. K. Maynard | Quakers | 100.21 |
| 9. N. Cotton | T&S | 100.31 |
| 10. G. Burnip | Mand | 100.40 |
| 11. P. Swale | Hull | 101.06 |
| 12. A. Hurland | Mand | 101.24 |
| 13. K. Carter V | Mand | 102.05 |
| 14. MJ. Dickson V | Tyne | 102.11 |
| 15. R. Pollard V | Mand | 102.25 |
| 16. I. Ellmore | Scarb | 102.26 |
| 17. J. Hodgson | Mand | 102.43 |
| 18. D. Knott | Hypol | 104.54 |
| 19. Pattison | Unatt | 105.32 |
| 20. J. Sage | Hull | 105.35 |
| 21. R. Hall | T&S | 105.53 |
| 22. P. Kelly | Darl | 106.30 |
| 23. D. Rose | Quakers | 107.05 |
| 24. J. Evans | Unatt | 107.36 |
| 25. S. Watson | Quakers | 109.9 |
| 26. R. Bailey | Mand | 110.30 |
| 27. R. Maynard | Quakers | 110.32 |
| 28. A. Seafe | Elvet | 110.39 |
| 29. J. Able | Hull | 110.46 |
| 30. G. Barnes | Mand | 111.17 |
**VETERANS O/50**
| 1. G. Howard | Ilkley | 111.37 |
| 2. R. Hall | Amble | 114.46 |
| 3. M. Heatherton | Neslite | 117.30 |
| 4. G. Dixon | Mand | 117.57 |
| 5. P. Garton | Mand | 118.27 |
**FIRST VETERAN O/60**
| 1. R. Bainbridge | Mand | 126.28 |
**LADIES**
| 1. A. Raw | Darl | 113.48 |
| 2. K. Slater | Kly | 117.05 |
| 3. A. Hayward | T&S | 128.11 |
| 4. L. Ball | ValleyS | 132.46 |
| 5. R. Fletcher | Tyne | 134.24 |
| 6. H. Young | Quakers | 136.58 |
| 7. S. Pike | T&S | 138.24 |
| 8. M. Gibbs | T&S | 140.14 |
**TOUR OF PENDLE**
*Lancashire*
*AL/17m/4250ft 14.11.98*
Rob Jubb and Mark Horrocks had been discussing the record and decided to have ago at it together and try for one of them to beat it. They had a great day just missing it by one minute and twenty four seconds. Robs winning time being the third fastest over the course, the other two times both attributed to Dave Cartridge, his record was set in 1998. Congratulations to both runners.
Thanks to all marshalls and helpers and Rossendale Search and Rescue.
I have a good record of the results for this race but am missing three sets: 1982, 1983 and 1984. If you have a copy of any of them, any chance of loaning them to me, so I can copy them. I will cover postage and return as soon as I have printed them.
*Kieran Carr*
| | | |
|---|---|---|
| 1. R. Jubb | Bing | 2.15.26 |
| 2. M. Horrocks | Clay | 2.16.55 |
| 3. P. Thompson | Unatt | 2.19.08 |
| 4. M. Palmer | FotDean | 2.20.15 |
| 5. J. Logue | Horw | 2.24.54 |
| 6. M. Wallis V | Clay | 2.25.35 |
| 7. M. Webster | Clay | 2.26.54 |
| 8. B. Whalley | Pudsey | 2.28.18 |
| 9. J. Howard | Ross | 2.28.41 |
| 10. B. Bolland | N'burgh | 2.29.31 |
**VETERANS O/40**
| | | |
|---|---|---|
| 1. M. Wallis | Clay | 2.25.35 |
| 2. S. Jackson | Horw | 2.30.36 |
| 3. L. Warburton | Bow | 2.32.57 |
| 4. D. Thompson | CalderV | 2.35.24 |
| 5. B. Horrocks | Clay | 2.36.05 |
**VETERANS O/45**
| | | |
|---|---|---|
| 1. J. Horsley | Horw | 2.50.05 |
| 2. D. Fielding | Ace | 2.52.14 |
| 3. J. Dorr | Roch | 2.52.34 |
| 4. R. Hawksby | Otley | 2.53.22 |
| 5. G. Newsam | Clay | 2.55.45 |
**VETERANS O/50**
| | | |
|---|---|---|
| 1. T. Hesketh | Horw | 2.32.07 |
| 2. J. Holt | Clay | 2.33.35 |
| 3. K. Carr | Clay | 2.40.37 |
| 4. D. Tat | DsPk | 2.44.48 |
| 5. P. Helliwell | Bing | 2.58.18 |
**VETERANS O/55**
| | | |
|---|---|---|
| 1. J. Marsh | TarHen | 2.53.40 |
| 2. T. Penneck | Clay | 3.07.36 |
| 3. D. Scott | Clay | 3.10.42 |
**VETERANS O/60**
| | | |
|---|---|---|
| 1. R. Jaques | Clay | 3.04.10 |
| 2. B. Leathley | Clay | 3.37.03 |
| 3. H. Cartow | FRA | 3.50.58 |
**LADIES**
| | | |
|---|---|---|
| 1. V. Peacock O/45 | Clay | 2.54.09 |
| 2. K. Thompson O/45 | Clay | 3.20.75 |
| 3. C. Life | Clay | 3.24.20 |
| 4. J. Grundy | Acc | 3.32.23 |
| 5. J. Howard | Ross | 3.33.45 |
| 6. J. Smith O/45 | Bing | 3.34.08 |
| 7. A. Smith | Clay | 3.35.07 |
| 8. L. Lord O/50 | Clay | 3.48.57 |
---
**COP HILL FELL RACE**
*West Yorkshire*
*BM/7m/900ft 15.11.98*
Steve Oldfield won the Cop Hill Race for the second successive year on a superb day for running. Steve won by a margin of one minute over Ian Greenwood who passed Meltham's Andy Whitworth on the second lap of the Cop.
Carol Greenwood again took the Ladies title. Carol held a margin of four minutes over Kath Drake. Some excellent performances were passed in the veteran categories. Phil Grimes won a competitive over forties category.
Special mention must go to the winners of the male over forty fives, fifty fives and sixties, who posted excellent times, only two weeks after running the New York City Marathon.
*Martin S*
| | | |
|---|---|---|
| 1. S. Oldfield | BfA | 44.43 |
| 2. I. Greenwood | Clay | 45.58 |
| 3. A. Whitworth | Melt | 46.21 |
| 4. P. Grimes O/40 | Hudds | 46.37 |
| 5. S. Harbridge O/40 | Roth | 46.46 |
| 6. S. Seddon O/40 | Horw | 46.56 |
| 7. D. Gartley | Stock | 46.55 |
| 8. C. Greenwood | Bing | 48.07 |
| 9. R. Harbisher O/40 | Holm | 48.53 |
| 10. D. Asquith O/40 | Skyrac | 49.02 |
**VETERANS O/45**
| | | |
|---|---|---|
| 1. R. McArthur | Melt | 50.27 |
| 2. I. Mitchell | L'wood | 50.51 |
| 3. S. Brand | Barracuda | 51.08 |
| 4. M. Radford | Spen | 52.41 |
| 5. K. Whitaker | Sadd | 56.14 |
**VETERANS O/50**
| | | |
|---|---|---|
| 1. R. Frotrell | Holm | 50.55 |
| 2. G. Breeze | Skyrae | 51.45 |
| 3. S. Sanderson | BrOA | 53.03 |
| 4. C. Drake | Spen | 55.57 |
| 5. J. Turner | Ely | 57.03 |
**VETERANS O/55**
| | | |
|---|---|---|
| 1. T. Cock | Holm | 56.24 |
| 2. M. McDonald | FRA | 62.33 |
| 3. J. Wilson | Sale | 66.37 |
**VETERANS O/60**
| | | |
|---|---|---|
| 1. J. Taylor | Melt | 55.23 |
| 2. D. Barnforth | HolmeV | 59.19 |
| 3. D. Barnforth | HolmeV | 63.49 |
**FIRST INTERMEDIATE**
| | | |
|---|---|---|
| 1. G. Johns | Holm | 25.51 |
**JUNIORS**
| | | |
|---|---|---|
| 1. H. Yates | Holm | 12.08 |
| 2. K. Knight | Melt | 12.57 |
| 3. Z. Storr | Holm | 13.04 |
**LADIES**
| | | |
|---|---|---|
| 1. C. Greenwood | Bing | 48.07 |
| 2. K. Drake | Spen | 52.33 |
| 3. L. Heaton | Holm | 53.03 |
| 4. A. Dennison | BfA | 54.61 |
| 5. L. Whitaker | Sadd | 55.53 |
| 6. W. Barnes | Barns | 56.42 |
| 7. S. Sanderson | BfA | 61.09 |
| 8. J. Wallis | Melt | 64.50 |
---
**GIGGLESWICK SCAR**
*North Yorkshire*
*BM/6m/800ft 21.11.98*
This race was at first put on as an event to tie in with the FRA 'do' the same evening. The Settle Scramble should also have been held on the same day but had to be cancelled. By the time the Scramble was cancelled the Giggleswick Scar route had already been formed, as we did not have enough races on the same side of the valley. Unfortunately there is much more true fell to be had on the North Eastern side, therefore it was decided to 'bill' the Gigg Scar Races as suitable for runners wanting to try fell racing for the first time. This worked well with runners turning up from as far away as London - total entry was one hundred and fifteen, which we were pleased with as a first running.
The route has a slight downhill start through fields followed immediately by a stiff four hundred and fifty foot climb to the top of Gigg Quarry. The course then undulates across the Limestone that is Giggleswick Scar towards the eventual turning point at Feizor Thwaite. Runners were robbed of the usual fine views of the Three Peaks which were obscured by mist all day. From the turning point its fast flat running leading back to the side of the Quarry to the final descent to finish in the Settle Middle School Ground.
As usual many thanks to all who helped and runners for turning up. Three hundred and fifty pounds was raised for school. Castleberry Sports of Settle were trophy sponsors.
*Andy Hassell*
**LADIES**
| | | |
|---|---|---|
| 1. V. Musgrove | Eryri | 39.34 |
| 2. D. Flemming | Ross | 40.44 |
| 3. P. Pearson | K&C | 42.55 |
| 4. D. Walker | Kend | 43.47 |
| 5. D. Bailey | Kend | 44.03 |
| 6. K. Robertson | Otley | 44.44 |
| 7. M. Hecun Park | Unatt | 44.57 |
| 8. L. Marsella | Unatt | 46.54 |
KIRKBYMOOR FELL RACE
Cumbria
BM/8m/1600ft 22.11.98
1. J. Atkinson Amble 51.10
2. C. Donnelly Eryri 51.15
3. T. Werrett Mercia 51.23
4. S. Oldfield O/40 Brad/Aire 52.16
5. M. Walsh O/40 Kend 52.78
6. A. Life Clay 57.04
7. R. Crossland O/40 Brad/Aire 57.26
8. G. Thorpe Amble 58.27
9. P. Tuson O/40 Kend 58.34
10. R. Smith O/40 Kend 59.55
VETERANS O/50
1. A. Turner Clay 63.55
2. R. Bell Amble 64.35
3. J. Laycock Amble 64.56
VETERANS O/60
1. T. Smith Unatt 71.05
LADIES
1. D. Thompson O/40 Kesw 71.28
2. A. Plant O/40 Unatt 75.06
3. M. Smith O/40 Kend 83.16
4. L. Lyness O/40 Unatt 83.53
5. E. Pears Amble 84.12
RIVOCK EDGE HILL RACE
West Yorkshire
BM/10m/1500ft 29.11.98
Thanks to all runners who participated in the race, around £2,500 was raised for charity - chiefly children's one - in the second year of the Rivock Race. The race's proud will go to local Scouts who do a grand job marshalling every year and who, again, had a busy day helping casualty, Jo Prowse, off the hill. Jo suffered a sprained ankle, cuts and gashes and needed a trip to hospital. 'She was back home in the evening with a bandage up and with a glass of wine in her hand' says husband, Lawrence.
Thanks again to all competitors and to all helpers, especially Joanne Hastings and Sue Weeden. Remember - without this unsung army, there would be no race.
Kevin Hopkinsion
1. M. Horrocks Clay 65.14
2. S. Green P&B 65.31
3. G. Oldfield P&B 65.39
4. G. Devine P&B 66.09
5. P. Dobson Leeds 66.24
6. R. Lawrence Bing 66.47
7. G. Schofield Horw 68.08
8. A. Whalley P&B 69.27
9. J. Helmsley Ilk 70.25
10. C. Valentine Kesw 71.20
VETERANS O/40
1. G. Schofield Horw 68.08
2. P. White Kend 72.32
3. R. Hamilton Ilk 73.39
4. P. Butterworth Clay 73.55
5. B. Kerr Ilk 74.05
VETERANS O/45
1. N. Pearce Ilk 73.03
VETERANS O/50
1. P. Long Ross 72.47
2. S. Moss Spn 75.06
3. G. Howard Ilk 77.47
4. G. Breeze Skyrac 79.29
LADIES
1. H. Johnson Ilk 80.10
2. V. Peacock O/40 Clay 81.45
3. L. Whitaker Saddie 85.32
4. L. Ball O/40 VallStr 86.07
5. A. Liuba Ilk 91.19
6. R. Gooch O/40 Ilk 93.49
HEXAMSHIRE HOBBLE
Northumberland
CM/10.5m/1220ft 6.12.98
A glorious sunny morning greeted the record field of seventy one competitors participating in the sixth Hexamshire Hobble, run from Allendale Town in the south west corner of Northumberland.
Hard frost and a covering of snow resulted in slippery conditions underfoot, with the added hazard of bugs under the thin layer of frozen ground. Despite the conditions Northumberland's flying policeman, Shaun Scott, produced yet another record breaking run. Shaun's victory capping a magnificent year's running, including eight outright fell race victories, a successful Bob Graham Round and fourth Briton in the New York Marathon.
Saltwell Harriers Charles Stead gave Shaun a good run, finishing only twenty four seconds behind, also inside the previous record.
Keswick's Liz Cowell ran strongly to win the ladies race from Jane Saul of Northumberland Fell Runners. Northumberland Fell Runners won yet another team prize with local rivals Tynehead Harriers in second place.
Stewart Beaty
1. S. Scott NFR 1:05.40
2. C. Stead Saltwell 1:06.04
3. J. McReady New Ayc 1:08.45
4. S. Birkinshaw New Ayc 1:09.25
5. J. Dickinson V Tyne 1:09.40
6. T. Wylie Unatt 1:09.54
7. M. Sinclair HolmePP 1:10.34
8. M. Broadhurst V Tyne 1:11.13
9. D. Hill Ilk 1:11.48
10. D. Armstrong NFR 1:12.02
VETERANS O/40
1. J. Dickinson Tyne 1:09.40
2. M. Broadhurst Tyne 1:11.13
3. R. Sewell NFR 1:14.39
4. N. Cassidy Tyne 1:15.06
5. A. Curtis NFR 1:17.20
VETERANS O/45
1. J. Dallison NFR 1:18.34
2. B. Stonehouse Tyne 1:18.54
3. P. Graham Tyne 1:20.11
4. J. Humble NFR 1:22.44
5. A. Tait NFR 1:22.44
VETERANS O/50
1. R. Dawson NFR 1:20.54
2. D. Gordon Swale 1:29.14
3. T. Went NSP 1:31.02
4. E. Watson Heaton 1:31.39
5. J. Wilkinson NFR 2:07.30
VETERANS O/55
1. R. Hayes NFR 1:30.18
2. L. Thompson NSP 1:31.49
3. P. Latham NFR 1:45.39
VETERAN O/60
1. D. Wright Tyne 2:07.30
LADIES
1. L. Cowell Kesw 1:31.55
2. J. Saul NFR 1:36.29
3. B. Broadhurst Tyne 1:47.00
4. J. Robson O/40 Tyne 1:49.54
5. L. Brosnan O/45 Unatt 1:51.30
6. R. Fletcher O/45 Tyne 1:59.08
7. L. Hall Heaton 1:59.08
8. H. Buist O/45 NSP 2:02.20
BOLTON BY BOWLAND
Lancashire
CM/8m/800ft 6.12.98
A very heavy course was transformed by a hard overnight frost to give much firmer but still tough conditions for the one hundred and fifty five runners for this annual Bowland outing.
Mark Horrocks in good recent form led for the first couple of miles but was then caught by course record holder Shaun Livesey and newcomer from over the border Paul Dobson. These two were to break away in the second half of the course and thereafter a ding dong battle ensued, with Paul just getting ahead of Shaun down the hill to the finish.
Carol Greenwood had her usual win, but for once didn't break the record.
A profit of three hundred and fifty four pounds was presented toward the funds of the village hall. Thanks to all who helped either in the field of the kitchen, and all the farmers who allowed us to run over their land.
Roger Dewhurst
1. P. Dobson LdsCty 46.73
2. S. Livesey Clay 46.25
3. M. Horrocks Clay 46.55
4. G. Schofield V Horw 47.26
5. J. Logue Horw 47.37
6. B. Cole R M 47.41
7. S. Sweeney Bowl 47.50
8. S. Culshaw Horw 48.39
9. C. Seddon Horw 48.44
10. C. Valentine Kesw 49.16
VETERANS O/40
1. G. Schofield Horw 47.26
2. G. Crayle Clay 49.52
3. C. Shuttleworth Preston 50.53
4. P. Bramnon Clay 51.13
5. P. Butterworth Clay 51.18
VETERANS O/45
1. G. Breeze Skyrac 53.12
2. B. Johnson Ross 53.21
3. G. Howard Ilk 55.20
4. J. Nuttal Clay 55.36
5. G. Fielding Ross 57.11
VETERANS O/50
1. R. Jaques Clay 57.49
2. J. Barker Clay 60.43
3. D. Brown Clay 62.13
LADIES
1. C. Greenwood Bing 52.16
2. L. Hayles O/40 H'Tax 63.49
3. C. Hughes Clay 63.50
4. C. Wright O/40 Horw 64.24
5. J. Rawlinson O/40 Ross 66.17
6. L. Bostock O/40 Clay 66.37
7. J. Hindle O/40 Clay 66.37
8. J. Smith O/40 Bing 68.49
CALDERDALE WAY RELAY
West Yorkshire
50m/6000ft 13.12.98
Entry for Halifax Hurriers' immensely popular 50-mile Calderdale Way Relay was once again over-subscribed, with 109 teams applying for entry, of which the last seven regrettably had to be refused. Of the 102 teams accepted, 96 started out in this the 15th annual running of the event, which was supported by Pete Bland Sports.
By the time dawn broke on a clear Sunday morning, the 192 runners who started the first leg were well into their stride and heading up through Copley woods towards Norland Moor and the Calderdale Way proper. The weather was mild for the second year running, much to the relief of the dozens of marshals and timeskeepers who were stationed at regular intervals on the South Pennine Moors and Calderdale. However, conditions underfoot were very firm and there was never any likelihood of records being broken.
In the event, the day belonged to Clayton-le-Moors, who won the main event and the veteran's race as well as having the second ladies' team home. They are one of an elite band of only four clubs who have ever won the senior race (the others being Bingley, Pudsey & Bramley and Rossendale) and this year took the title for the second time by the narrow margin of two minutes twenty seconds. Things could have been different however, if Pudsey & Bramley, who had the lead on legs four and five, had not lost their three minute advantage when Mick Hill and Jamie Noon, both new to the last leg, went off course. Dark Peak were less than four minutes behind in third.
Bingley Harriers suffered some late withdrawals but when you can turn to runners of the class of former Yorkshire Cross-country champion Colin Moore, drafted in to leg two at the last minute, they can still mount a strong challenge and it proved. Despite an indifferent first leg, they had pulled up to second by leg two, a position they were still holding at the end of leg five. However, disaster then struck, when Robin Lawrence fell unwell after the first mile and struggled from then on to come home with Marti N Peace twenty-eight on the leg, giving them Bingley's worst leg position on record. Even so they still managed to come home in fourth overall.
There was a new name on the ladies' trophy for the second year running. Pudsey & Bramley comfortably beat course record holders and seven-time winners, Clayton-le-Moors. Last year's winners Dark Peak put up another good performance to finish only fourteen seconds behind in third place.
Clayton-le-Moors Veteran's team first competed in 1987 and had seven wins on the trot. In the four years that followed they won only once but, this year, they put up a sterling performance holding fifth place in the race proper until the last leg when last year's winners, Kendal, made a strong effort to get on terms and pulled back nearly two minutes. However, Clayton's fine team effort saw them home some two and a half minutes in front of Kendal. Rossendale were held an hour behind in third.
An innovation in the last couple of years has been the advent of mixed teams, in which a minimum of six athletes must be female. Unfortunately last year's winners, Leeds City, didn't submit their entry in time and so were unable to defend their title. Whether they would have won again is debatable given a very strong showing by Nottingham-based Holme Pierrepont, who led a field of eight mixed teams to finish over ten minutes clear of ValleyStriders.
The Organising Committee felt that the new starting location at Copley was a great success and there was a much better atmosphere at the end where supporters have practically a grandstand view of the finishing tunnel. Runners clearly agreed with this and returned to the clubhouse in greater numbers than ever for the prize-giving.
Once again, the day was a great success and tribute is due to the seventy or so marshals who filled 110 different roles around the course and without whose contribution the race could never have staged. Old Rishworthians RUFC for their warm hospitality, Caroline Raynet for their excellent safety cover and Pete Bland Sports for their sponsorship.
Preliminary steps towards the organisation of the 1999 event are already underway and the race will be held as usual on Sunday 12 December - get your entries in early!
Pete White
1. Clayton 'A' 5.58.18
2. Pudsey & Bramley 'A' 6.00.38
3. Dark Peak 'A' 6.04.14
4. Bingley 'A' 6.08.48
5. Keighley & CA 6.19.27
VETERAN TEAMS
1. Clayton 'A' 6.22.14
2. Kendal Vets 'A' 6.24.48
3. Rossen Vets 6.54.47
LADIES
1. Pudsey & Bramley 7.38.00
2. Clayton Ladies 7.46.09
3. Dark Peak 7.46.23
FIRST MIXED TEAM
1. Holme PP 7.22.20
DAVID STAFF MEMORIAL
FELL RACE
Lancashire
BS/5m/900ft 13.12.98
The fourth running of the David Staff Race saw one hundred and forty five entries which was less than previous years, but with the support of local firm Crown Paints, approximately two hundred pounds was made.
The money will be donated to the heart charity C.R.Y in Davids memory. All entrants received T-shirts.
G Taylor
| Name | Club | Time |
|-----------------------|----------|--------|
| 1. P Dobson | Leeds | 33.30 |
| 2. S Oldfield O/40 | Bfda | 33.57 |
| 3. P Thompson | Unatt | 34.42 |
| 4. M Lee | Bury | 35.02 |
| 5. R Darley | Stock | 35.02 |
| 6. P Darley | Skel | 35.02 |
| 7. R Crossland O/40 | Blda | 35.55 |
| 8. D Woodhead O/40 | Horw | 36.04 |
| 9. S Bottomley | Eccles | 36.24 |
| 10. D Cummins | Shett | 36.30 |
VETERANS O/45
1. J Hope | AshRat | 37.21 |
2. A Brockine | Penn | 40.01 |
3. R Ashcroft | Darwen | 42.32 |
4. D Hermann | Acc | 43.14 |
5. R Russell | Clay | 43.15 |
VETERANS O/50
1. G James | B'pool | 42.50 |
2. G Large | N.Vets | 44.13 |
3. D Wood | N.Flyde | 45.24 |
4. I Rancifille | Wesh | 49.01 |
5. F Wood | Horw | 49.52 |
VETERANS O/55
1. J Devlin | FRA | 46.16 |
2. J Mitchinson | RonHill | 46.20 |
3. M McDonald | FRA | 46.48 |
VETERANS O/60
1. J Barker | Clay | 45.34 |
2. A Budding | B'burn | 48.17 |
3. R Arnold | Preston | 49.12 |
LADIES
1. C Greenwood | Bing | 37.06 |
2. C Jones | Lostock | 46.09 |
3. H Sandelson | N'burgh | 47.55 |
4. J Derbyshire | Horw | 48.2 |
5. J Haslam | Darwen | 50.02 |
6. S Guilden O/40 | Darwen | 51.11 |
7. S Holling O/45 | Darwen | 53.08 |
8. C Kay O/45 | B'burn | 53.46 |
INTERMEDIATES
1. M Huxley | B'burn | 37.35 |
LLYN ELSI RACE
Gwynedd
BS/5m/750ft 19.12.98
Reasonable weather and a good turnout especially by the veteran classes ensured that this year's Llyn Elsi Race was a success. Despite working a night shift and forgetting his fell shoes, Colin Donnelly held off his challengers and built up a lead that enabled him to negotiate the tricky final descent comfortably.
Angela Brand-Barker won the Ladies event and other creditable performances were provided by Don Williams apparently untroubled by his car accident injury earlier in the year. John Pope 'the Father of Welsh running' completing the course at seventy years old.
I have registered a date for the 1999 event but will be handing over the organisation of the race to any interested club or individual before then - volunteers please!
Del Davis
| Name | Time |
|-----------------------|--------|
| 1. C. Donnelly | 27.43 |
| 2. J. McQueen | 27.52 |
| 3. G. Williams | 28.33 |
| 4. E. Roberts | 31.11 |
| 5. G. Owen O/40 | 31.12 |
| 6. J. Bennet | 31.13 |
| 7. F. Evans | 31.14 |
| 8. A. Hayes O/40 | 31.23 |
| 9. H. Mathews Int | 31.37 |
| 10. D. Williams O/50 | 31.57 |
VETERANS O/60
1. A. Jones | 45.13 |
2. J. Carson | 45.29 |
LADIES
1. A. Brand-Barker O/35 | 33.22 |
2. J. Lloyd | 34.49 |
3. E. Dunnington O/35 | 38.14 |
4. R. Metcalfe | 38.29 |
5. V. Musgrove O/40 | 38.38 |
6. A. Donnelly | 40.08 |
7. S. Ellis | 40.09 |
8. J. Jones O/35 | 40.31 |
SIMONSIDE CAIRNS FELL RACE
Northumberland
BM/11m/1400ft 13.12.98
Conditions on the fell were a bit heavy, but times were still good on a changed and slightly tougher course.
First fell race and a win for student Matt Townend plus the team prize shared with his mates fifth and tenth.
Food for all at an excellent venue (my mates pub). Thank you all.
Ray Hayes
STOOP RACE - THE 8TH WONDER
West Yorkshire
AS/5m/800ft 20.12.98
There are supposedly Seven Wonders of the World, but British and English champion, Ian Holmes, could well be the eighth wonder after winning the 9th Stoop Fell Race. His dominance of the event is likely to be unsurpassed, and the only blot on the annual trophy is that of Allan Whalley who skilfully beat Holmes in the inaugural race in 1990.
The 33 year old actually recorded the third fastest time ever, and within half a mile of the start had left the two hundred and eight strong field to fight out the minor positions. The conditions were good, with the ground mostly frozen, but by my return it was broken up by the ascending runners, which caused a few headlong falls! Holmes commented before dash-
ing off to the Bingley Harriers annual bash in Harrogate. Having his birthday, he selected hot biscuits, Christmas cake, jar of 'celebrations' and more importantly a case of Stella Artois were kept safe for his collection just before the festive season...not a bad Christmas haul.
In second and third were new dads, Mark Horrocks welcomed Sam on twentyfirst November, whilst Andrew Wrench became the proud dad of a baby girl Lizzie on first December. The myth of the woman improving athletic wise with the birth of a child seems to have reversed roles with these two, a few more turns at nursing through the night may put paid to their current form!
Meanwhile mother of three (it can't be a myth), Tracey Ambler, recorded a sensational win in the ladies race. The Stoop was actually Tracey's first ever race in 1996, so to come back and win the event only two years later is an achievement of note. She certainly didn't amble around the course, because she also eclipsed the previous record of thirty five minutes and twenty one seconds for an over thirty five runner, despite being carried from her car, still in hand, due to some spectacular falls. Tracey was overjoyed by her Christmas prize haul, (the same as Holmesy): the Ambler clan was even more ecstatic when son, four year old Bradley won a raffle prize of 2kg bar of chocolate. To add to the occasion Tracey led Ilkley Harriers to team victory with Emma Barclay, Hith and Joanne Kerr in tenth to beat Barnsley Harriers.
In second place was Lisa Laconi...again... keep chipping away at it Lisa, you're bound to get there eventually!
The over 50s saw Ken Taylor twentififth overall and also improving the three year old record of Don Ashtons which was thirty three minutes and five seconds. Muriel Leeming improved the over 50s by two minutes, in only her second ever fell race, and winning her first ever prize of a luxury tin of biscuits.
Mark Smith and Christine Boardman won the under 16 races, whilst Martin Hounslow and Naomi Biddle won the under 14s. The under 12s race winners came in the form of Robert Anderson and Katherine Doherty, but race of the day was by Penny Addison in the under 9s who showed what girl-power was all about by beating all the boys as well to finish 17th out of 28.
The after race raffle was in aid of the Airedale Cancer Support group and raised fifty six pounds, thanks to all who supported the cause.
Apologies, there was no Cadburys chocolate puds, but we hope the Rowntrees Rudolph chocolate jelly noses were a scrumptious substitute.
Santas Little Helpers
1. I. Holmes 27.43
2. M. Horrocks 28.52
3. A. Wrench 28.56
4. Oldfield O/40 BradAire 29.20
5. S. Livingstone 29.39
6. A. Black 29.55
7. M. Cayton 30.02
8. J. Wright 30.12
9. G. Schofield O/40 Horw 30.18
10. I. Greenwood Clay 30.31
VETERANS O/40
1. S. Oldfield BradAire 29.20
2. G. Schofield Horw 30.18
3. J. Taylor Kly 30.39
4. J. Peake MDC 32.34
5. C. Shuttleworth Preston 32.47
VETERANS O/50
1. K. Taylor Ross 32.17
2. B. Rawlinson Ross 33.16
3. R. Baker CFR 34.46
4. G. Breeze Skyrac 34.59
5. T. Knowles Kly 35.00
VETERAN O/60
1. M. Mahoney St. Bedes 40.37
LADIES
1. T. Ambler O/35 Ilkley 35.19
2. L. Laconi Holm 35.43
3. W. Barnes Barns 37.36
4. R. Dorrington Abbev 38.05
5. E. Barclay Ilk 38.11
6. J. Hodgkinson O/35 Preston 38.53
7. A. Wilson Fellan 40.00
8. M. Hobley Fellan 41.02
INTERMEDIATES
1. G. Pearce Ilk 34.05
2. N. Fryer H'fax 38.12
JUNIOR U/16 BOYS - TWO MILE RACE
1. M. Smith Horw 5.28
2. S. Hounslow Kly 5.47
JUNIOR U/16 GIRLS - TWO MILE RACE
1. C. Boardman Horw 6.47
2. A. Doherty EPOC 7.23
3. N. Gorski Radc 7.33
4. N. Walker Wake 8.26
JUNIOR U/14 BOYS - ONE MILE RACE
1. M. Hounslow Kly 5.43
2. B. Weedon Kly 5.49
3. M. Smith Horw 5.53
JUNIOR U/14 GIRLS - ONE MILE RACE
1. N. Biddle Hynd 6.43
2. F. Jagan EPOC 7.32
3. K. Doherty H'fax 7.40
FELLDANCER WHINBERRY NAZE DASH
Lancashire
BS/4.5m/800ft 26.12.98
This race has seen several route changes over the years, this year we were back to the original route first used in 1979.
Mike Short won the first two events held, his times being over a minute and a half faster than this years race.
The fancy dress is what makes this race unique, once again the outfits were exceptional. Lots of time and effort being put into some of the costumes, many thanks from the organisers to everyone who made and effort.
Special thanks to Dave Edmundson of Felfdancer for his help and support, all of the prizes were supplied by Felfdancer which enabled us to have such a comprehensive prize list. Finally, thanks to everyone who ran.
Graham Wright
1. C. Haslam R.N. 23.06
2. M. Hage Horw 23.09
3. S. Oldfield O/40 Brad/Aire 23.08
4. B. Cole R.N. 23.21
5. M. Whitfield Bing 23.51
6. R. Jebb Bing 23.53
7. A. McVey Cornwall 23.54
8. S. Willis Tod 24.03
9. G. Schofield V Horw 24.08
10. A. Garside Cornwall 24.20
VETERANS O/40
1. S. Oldfield Brad/Aire 23.18
2. G. Schofield Horw 24.08
3. S. Jackson Horw 25.29
4. D. Woodhead Horw 25.32
5. C. Speight Kend 26.22
VETERANS O/45
1. J. Hope AchRat 26.34
2. B. Walton Horw 26.45
3. P. Weatherhead Wirral 27.48
4. J. Dore Unatt 28.49
5. J. Holloway Horw 29.23
VETERANS O/50
1. T. Hesketh Horw 25.22
2. P. Lyons Ross 25.31
3. K. Taylor Ross 26.03
4. J. Crook Horw 29.41
5. D. Edmundson Ross 32.22
THE 4TH AULD LANG SYNE
West Yorkshire
BM/6m/900ft 31.12.98
Holmes is still stuck-in-the-mud. Despite very heavy muddy conditions underfoot, which was testimony to everybody's legs at the finish, he brought about a new low for a cricket bat winner collecting honours. The winner, 'King of Haworth Moor' Ian Holmes won yet again for the sixth time, including the Ghost race, when three foot of snow brought about a morning cancellation; but still seventy runners turned up. His tally of victories over the Bronte Moorland is twenty one, and is fast becoming a legend down the area. His only defaults are at the 1990 Stoop beaten by Allan Whalley and 1995 Withens Skyline when Graham Patten out sprinted him.
Given the fact he lives on the terrain like the back of his hand, he unequivocally led the race from two miles and seventy seven runners along the right hand side of the wall from Oxenhope Stoop to Top of Stairs, which negotiates the far boggier terrain. Shaun Winstanley, visiting his parents in Haworth used his better road speed to overcome Mark Horrocks for second, while over forty Steve Oldfield certainly shows no sign of age.
Holmes' New Years resolution is to win the British title for a record fourth time. Colin Donnelly and Kenny Stuart share with Holmes the distinction of having won the championship three times, and despite what will undoubtedly be a fiercely competitive season, a unique achievement is more than a possibility.
Carol Greenwood won the race for the fourth time, with the only other name on the mini Bulmers cider barrel being that of Sarah Rowell twice. Thirty six year old Sarah this year added the women's over thirty five course record to her overall mark of 40:05, as she sliced forty one seconds off Sylvia Watson's 1996 record. The only other default was by over fifty Watson's default, who improved the race record by one hour, eight minutes and forty five seconds, not bad for someone that only two years ago was fighting g leukaemia. Barnsley Harriers may not be a team that springs to mind when thinking of team winners in fell running, but Wendy Barnes, Sonia Hewitt and Joanne Hadfield showed the other ladies team spirit and camaraderie.
Being run on New Years Eve, hence the title of the race, appropriately all prizes are of the alcoholic beverage variety, with the winner, first lady and first veteran all receiving a case of beer of their choice, a party celebration cake, a bottle nuts, a chocolate game of twister and what else but a large box of
wine gums to make the nights festivities swing. The tables in the 'Old Sun' creaked under the weight of the prize list, with at least the first forty men, all twenty two ladies plus numerous vetex and juniors and team runners collecting booze to party with. To the individuals taking part, regarding winners, they were allowed to pick off the table but were accompanied by a responsible adult or parent. All two hundred and seventy seven runners received their free bottle of beer as they crossed the line, where bottle openers were duly available, and well used.
1999 is a special year, in that the Auld Lang Syne will be the last fell race of the century, and to commemorate this, Otley based Briscoe's Brewery are producing a pint bottle of strong ale to all finishers.
A competition is now on until the end of July, to find an appropriate name and possible logo or design for this Millennium beers label. Those who enter will not only get their label printed onto their own name, they will also be able to sample twelve bottles of yet un-named beer. Briscoe's Brewery have already produced such delights as Puddled & Barny, Shanes Shamrock and Woodies Wily Warmer which was awarded to twenty four lucky 1998 Auld Lang Syne runners. Entries for the competition should be sent to: Dave & Eileen Woodhouse, 166 Hainsworth Wood Lane, Keighley BD21 5SD. West Yorkshire, there is no limit to the number of entries you send. Once third in the 1995 Three Peaks Race, fell runner now brewer, Paul Briscoe is the one and only judge, and his decision is final, good luck in the competition, and see you in the 1999 Auld Lang Syne.
**Arfur Guinness**
| Name | Club | Time |
|---------------|--------|------|
| 1. I. Holmes | Bing | 36.29|
| 2. S. Winstanley | Leeds | 38.12|
| 3. M. Horrocks | Clay | 38.33|
| 4. G. Oldfield | BfdA | 39.22|
| 5. M. Brown | P&B | 39.35|
| 6. M. Clay | Raw | 39.50|
| 7. J. Wright | Tod | 39.55|
| 8. J. Howard | Ross | 40.00|
| 9. B. Westermeier | Leeds | 40.09|
| 10. M. Lee | Bury | 40.23|
**VETERANS O/40**
| Name | Club | Time |
|---------------|--------|------|
| 1. S. Oldfield | BfdA | 39.22|
| 2. C. Shuttleworth | Prest | 41.57|
| 3. B. Whitfield | Bing | 42.01|
| 4. J. Clark | Prest | 43.04|
| 5. N. Pearce | Ilk | 43.22|
**VETERANS O/50**
| Name | Club | Time |
|---------------|--------|------|
| 1. P. McWade | Clay | 42.00|
| 2. K. Taylor | Ross | 42.04|
| 3. K. Carr | Clay | 44.03|
| 4. B. Rawlinson | Ross | 45.02|
| 5. A. Knowles | Kghly | 45.41|
**VETERANS O/60**
| Name | Club | Time |
|---------------|--------|------|
| 1. M. Mahoney | St Bedes | 51.10|
**LADIES**
| Name | Club | Time |
|---------------|--------|------|
| 1. S Rowell | O/35 | 45.54|
| 2. L. Lacon | Holm | 47.58|
| 3. W. Barnes | Barns | 50.35|
| 4. J. Hodgkinson O/35 | Prest | 50.50|
| 5. C. Young | O/35 | 51.22|
| 6. S. Taylor | Bing | 53.11|
| 7. S. Beckonsall O/35 | Tod | 54.26|
| 8. V. Musgrove O/40 | Eryri | 54.37|
**JUNIORS UNDER 18**
| Name | Club | Time |
|---------------|--------|------|
| 1. G. Pearce | Ilk | 45.31|
| 2. M. Carter | Spen | 47.08|
| 3. M. Smith | Holm | 49.52|
---
**GUISBOROUGH WOODS HILL RACE**
*Cleveland*
**BS/5.75m/1000ft 27.12.98**
A very wet day with extremely boggy conditions saw a record field set off. The race for senior men was over in the first lap with Charles Stead establishing a fifty yard lead over Ian Cook. The first six runners in fact remained as they were over the remaining distance.
In the ladies' things were somewhat different with Karen Slater establishing a sixty yard lead over Alison Raw and Alice Bedwell. At the top of the Quarry, Karen had to retire with an injury, leaving Alison leading. A late surge from Alice Bedwell on the final section gave her the race.
Well done to all junior competitors in thoroughly wet and cold conditions - so much so that they were lucky to get any results at all due to sudden results sheets!!! *David Purry*
**CAPTAIN COOK'S HILL RACES**
*North Yorkshire*
**BS/5.5mM/750ft/1.1.99**
| Name | Club | Time |
|---------------|--------|------|
| 1. P. Lowe | Mand | 31.35|
| 2. C. Stead | Saltwell | 31.45|
| 3. S. O'Grady | NMarske | 32.20|
| 4. A. Normandale | Nestle | 32.46|
| 5. M. Burn | ThirskS | 32.52|
| 6. D. Burn | ThirskS | 32.52|
| 7. P. Wragg | ThirskS | 33.27|
| 8. A. Harland | Mand | 33.34|
| 9. P. Buckby | NMarske | 33.38|
| 10. R. Hall | ThirskS | 33.57|
**VETERANS O/40**
| Name | Club | Time |
|---------------|--------|------|
| 1. A. Normandale | Nestle | 32.46|
| 2. R. Burn | ThirskS | 32.52|
| 3. D. Bedwell | Ilkley | 33.22|
| 4. G. Dixon | Mand | 40.04|
| 5. T. Young | Elvet | 35.03|
**VETERANS O/50**
| Name | Club | Time |
|---------------|--------|------|
| 1. M. Hetherton | Nestle | 38.41|
| 2. R. Howard | Loftus | 38.45|
| 3. B. Goodall | Unatt | 39.00|
| 4. G. Dixon | Mand | 40.04|
| 5. R. Sherwood | NMarske | 41.12|
**LADIES**
| Name | Club | Time |
|---------------|--------|------|
| 1. K. Slater O/40 | Kghly | 37.20|
| 2. D. Rutherford | Ind | 39.12|
| 3. E. Nutter | Ripon | 39.35|
| 4. C. Hare | Loftus | 40.44|
| 5. A. Raw | Darl | 40.47|
**VETERANS O/60**
| Name | Club | Time |
|---------------|--------|------|
| 1. R. Firth | Mand | 40.55|
| 2. P. Buckby | NMarske | 41.07|
| 3. K. Carter | Mand | 41.59|
| 4. G. Pollard | Mand | 44.00|
| 5. T. Young | ElvetP | 44.16|
**JUNIORS**
| Name | Club | Time |
|---------------|--------|------|
| 1. A. Harman | Mand | 18.55|
| 2. J. Raftery | Mand | 18.56|
| 3. K. Shaw | Unatt | 20.15|
| 4. A. Raftery U/13 | Unatt | 21.03|
| 5. N. Michie | Unatt | 22.36|
---
**TOR-OVENDEN FELL RACE**
*West Yorkshire*
**BM/8m/1200ft 2.1.99**
Records tumbled at Ovenden as our largest ever entry of 101 runners braved the bitterly cold winds on the moors above Ogden Reservoir, in what would be for many, their first run of the new year.
It should go on record that this was despite the calendar not having been distributed, so our leaflets/word-of-mouth/Internet, people assuming it was on going by last season's calendar and excellent local press coverage, meant that our race - for once - was not adversely affected.
Talking of records, John Haywood, who finished second at Snowdon last July was a class apart over this tough eight miler, breaking Pil Shard's 12 month old mark of 58.55 by exactly three and a half minutes. Steve Oldfield, who trains locally and had recce'd the course, hung on to second place despite missing a flag and taking a wrong turning at around half way, also dipping inside the old record.
Carol made light work of it as usual, finishing 15th overall and having done that, she went off her own record, with Lisa Lacan seconded and Beverley McWade third. Beverley's dad, Peter, had another storming run, finishing eighth to take the over fifty prize, second veteran overall, with next veteran, another over 50, Ken Taylor, less than a minute behind in eleventh.
Special thanks to our sponsors, 'Tor', the Outdoor Specialists of Bailey, who donated a micro-cagoule and trousers to the first man and first woman (84 worth) and windproof bottoms worth 40 to the runners' up.
Thanks to our hosts, Eddie and Lisa at the Whole Hog, who put on a great welcome with good ales and fine food, at such short notice having just taken over the place a few weeks before Christmas, and to the small army of willing helpers who make the event go smoothly, many of who just turned up to help on the day, whether finish recording, marshalling, gathering flags or giving out the free beer and chocolate to the weary finishers.
Now, I want some feedback on this one...next year's race could be the first of the new millennium, on Saturday 1 January 2000...but will anyone be in any fit state to run after the celebrations of the night before ????
Should we put a shorter/milder race on, or go the 'whole hog' and make it a knobs and bells affair with special commemorative certificates etc. It's your race, what do you think? P.S. Lost property: One football team "bob hat" ring me to claim ('phone number in fell calendar) - also still unclaimed, one pair fell shoes left at the Dusty Miller, Mytholmroyd after the High Brown Knoll race in October.
**Allan Greenwood**
| Name | Club | Time |
|---------------|--------|------|
| 1. R. Jebb | Bing | 55.25|
| 2. S. Oldfield V/40 | BfdAir | 58.16|
| 3. M. Lee | | 59.31|
| 4. J. Helmsley | Ilkley | 59.40|
| 5. S. Bottomley | Eccles | 59.52|
| 6. C. Seddon | Horw | 59.54|
| 7. J. Farnley | Bing | 60.08|
| 8. P. McWade V/50 | Clay | 60.37|
| 9. A. Martin | Unatt | 60.59|
| 10. I. Hansen | Bing | 61.02|
**VETERANS O/40**
| Name | Club | Time |
|---------------|--------|------|
| 1. S. Oldfield | BfdAir | 58.16|
| 2. N. Pierce | Ilkley | 62.33|
| 3. H. Hamilton | Ilkley | 63.04|
| 4. P. Bottomley | K&C | 66.20|
| 5. F. Lynch | RedRose | 66.50|
| 6. K. Masser | Ross | 66.54|
**VETERANS O/50**
| Name | Club | Time |
|---------------|--------|------|
| 1. P. McWade | Clay | 60.37|
| 2. K. Taylor | Ross | 61.22|
| 3. D. Rhodes | BfdAir | 66.01|
| 4. G. Greenze | Skyrac | 67.47|
| 5. R. Marlow | DfKp | 69.06|
| 6. R. Baker | CFR | 70.07|
**VETERANS O/60**
| Name | Club | Time |
|---------------|--------|------|
| 1. P. Duffy | Aberdeen | 85.29|
**LADIES**
| Name | Club | Time |
|---------------|--------|------|
| 1. C. Greenwood | Bing | 62.14|
| 2. L. Lacon | Holm | 68.08|
| 3. B. McWade | Bing | 70.10|
| 4. R. Brington | Bing | 71.06|
| 5. S. Taylor | Bing | 75.32|
| 6. L. Hayles V/40 | Hfx | 78.11|
| 7. L. Bostock V/40 | Clay | 80.29|
| 8. J. Greenwood V/35 | Baildon | 81.01|
| 9. A. Bakes | Unatt | 91.41|
ON TOP OF THE WORLD
BRITISH VETERANS
AT THE ANNUAL ‘DO’
CHAMPION MALCOLM PATTERSON
FLANKED BY DAVE NEILL AND DAVE HOULSWORTH
1999 ‘DO’: SATURDAY 30th OCTOBER
VENUE: SHAPWELLS HOTEL, KENDAL
4 COURSE MEAL
DETAILS:
Dave and Eileen Woodhead, 166 Hainworth Wood Road,
Keighley, West Yorkshire BD21 5DF
Tel: 01535 669100
CONGRATULATIONS HORWICH RMI
WILL THEY BE TOP JUNIOR BOYS & GIRLS TEAMS IN 1999?
FIND OUT AT THE JUNIOR 'DO' ON 14th NOVEMBER
AT SKIPTON
DON'T FORGET EXCLUSIVE FRA T-SHIRTS TO FIRST 10 BOYS & GIRLS IN EACH AGE CATEGORY
Fell runners spend a good deal of time focussing on going forwards into adversity as fast as possible in the hope that it will stop sooner. So naturally fell runners concentrate their attention on those who manage to stop earlier than the rest. I have never understood why this should be. What is it that makes someone who spends less time on any one fell run more interesting than those of us who take longer? I think its time for us to turn our attention more to view from the back of the pack.
We slower runners have more time to savour the experience than our quicker colleagues do. We have more time to appreciate the good things in fell running. You meet a better class of person, they hold gates open instead of rushing through giving no thought to the runner behind, they chat, usually extremely briefly, they find time to smile. Shared adversity does that.
On the other hand runners with unendurable characteristics are stuck with you for longer. Have you ever been quick enough to have the misfortune to be followed by a heavy breather? What is it about their bronchioles that needs to imitate an orgasmic donkey when half way up Ingleborough? Perhaps the technique helps work up a fitting climax of speed by the end of the race? Sometimes I meet the same person in the pub after the race and they seem quite agreeable, but I can’t help thinking that I know what their significant other (donkey?) has to put up with on Friday nights. Perhaps the neighbours do too.
Fell running is an admirable sport in many ways, not least in the even-handed manner it treats the sexes. There appears to be very little discrimination against women, same course (usually) same challenge, same rules. Admirable. Most women are slightly slower at the game than most men. It follows, therefore, that at the back of the field, there are slightly more women than men. So I often find myself surrounded by members of the fairer sex. Now I don’t know whether you chaps at the front of the pack busy working your Walshes to the last are aware of this, but the ambience at the back of the pack can sometimes be very pleasant. By that I mean the smell at the back is often not as, shall we say, industrial as it can be at the front. Grunting my way up Pen y Ghent recently I noticed an agreeably female perfume pass me by. More by luck than effort I overtook and was rewarded by a similar fragrance. Nearer the top and nearer to a bad attack of rigour mortis, (or so it seemed at the time) the same scent. Too tired to look up. I knew who it was anyway.
However it does not do to assume the same of all my fellow competitors. In a similar state of near terminal exhaustion, a similar waft of pleasant perfume proved to be a snare and delusion on Hutton Roof. Looking up this time revealed a person of indeterminate gender with an arm action resembling Dame Edna’s and a rolling gait that looked as if it had just walked off one of Her Majesty’s war canoes. Now that time I did run faster.
One of the disadvantages of consistently poor performance in fell running is that your mates are likely to be better runners than you. This leads to entirely foreseeable consequences.
"How many runners were there in today's race?" asks some innocent tourist in the pub afterwards. "Ask him" says my mate indicating me. "Ask him where he came, that'll tell you how many ran today." Which is why I never look at the results board.
There are, of course, ways of fixing mates who lower themselves to that level of post-race banter. Here’s how. First, you need a bit of luck, next a small, almost intimate fell race: like the Langstrath in Borrowdale for example. The key thing is that not too many people should be seen to be warming up. "What time does it start?" asks my mate. "7.15" you lie. "Right then, time to warm up." Now because he’s a big roughy-toughy and believes in all this sport science stuff, pre-race stretching, bending, lactate thresholds, raising cardiovascular rates, VO2 max. and all that, he’s off down the track "to get focussed." With just a bit of luck, he’s at least out of sight and ear-shot when at two minutes to seven we are called together for the start of the race. He still came fifth. So far it’s worked only once. He’s got his own copy of the Fell Runner’s fixture list now.
Slowcoach
Ian Simpson
At last the moment of truth had arrived. I had just registered for the 1998 Pace Three Peaks Race as a ‘supervet newcomer’. Less than an hour was left before the start after many anxious weeks spent trying to avoid the big ‘Is’ - illness and injury. I checked the contents of my bumbag for the umpteenth time, though I had decided weeks ago what these were to be.
Some of my training had been in the company of friends who had run the race at least twice. They assured me that my training schedule - based on those for London Marathons - would stand me in good stead. My only speedwork was avoiding people with the common cold. Unfortunately, one is not spoilt for choice of hills in Lincoln. However, I had completed a few fell races this year - the Soreen Stanbury Splash, the Noon Stone and the Half Tour of Pendle.
Foremost in my thoughts as I waited for the race to start was the fact that a friend had sustained such a severe ankle injury only 3 miles from the finish in his last Three Peaks Race, he was unable to continue. My main aim, therefore, was to get round in one piece. The time factor was secondary, although I secretly hoped for a sub 4.15 run and to finish in the first half of the field.
As I wandered across to the start I sensed my wife was more concerned than me. I was relieved to see the happy smiling faces of a group of supporters who had travelled up from Lincoln. I handed over one of my water-bottles, asking for its return at Chapel-le-Dale.
"Remember", I was advised, "the race really starts at Ribblehead."
10.00am. The race was underway at last. I managed to get out of Horton-in-Ribblesdale Playing Fields still on my feet. First hurdle over.
Pen-y-Ghent came and went without any mishap. I arrived at Ribblehead where my spirits were uplifted by many shouts of encouragement - I wondered how I would feel the next time they saw me.
Having been advised to eat during the race, I decided to consume some Kendal mint cake on the lower slopes of Whernside. I avoided choking but many morsels were violently ejected.
The ascent of Whernside was cruel ... and dark clouds encircling the summit looked ominous. I handed in another tag at the summit checkpoint. Two down, one to go!
On the descent the heavens opened, with driving rain turning to hailstones. I soon became soaked to the skin. Once again my spirits were raised by cheers and shouts from familiar faces, whose owners looked as bedraggled as I felt. As I collected my water-bottle, a banana was thrust into my hands with the words: "How are you feeling?"
"I’m absolutely knackered."
"You’re doing all right. Keep going." A pat on the back sent me on my way. I turned off the road and started the long slog up Ingleborough. The pontoon crossing was stamina-sapping. I could not move fast enough to keep warm so I put a top on.
The welcome sight of the summit check-point gradually appeared out of the mist. A female marshal called out, "Look at those shorts!" Then came shouts of "Follow those shorts!" I suppose the 'simulated flames' in red, yellow and black did brighten up the proceedings somewhat. Minutes later I almost parted company with the said shorts when they became impaled on a bolt-head at the top of a stile. This necessitated my reversing up the stile to retrieve them. Another mishap on the descent was due to a lack of communication between brain and legs. I came out of the resulting forward roll unscathed.
It was with great relief that I passed under the Settle-Carlisle Railway again, knowing I was virtually home ... but not dry! A quick glance at my stopwatch told me I was going to achieve my target-time so long as I stayed on my feet.
No sooner had I crossed the finish line, in 4.14, than my hand was shaken several times and my back patted again. I was soon to discover I had even finished in the first half of the field. My feeling of euphoria was not diminished by uncontrollable shivering as I saw in the car under a mountain of clothing. I had completed the Three Peaks Race. Now I could relax ... until next year!
Richard Titchmarsh
The Isle of Reunion has some of the most spectacular mountain scenery I have ever seen and there is a race which traverses the island taking in all the best bits called La Grand Raid. It is one of the best organised events of its kind, with a thousand volunteers offering food and drink, massage and medical aid, and bags of encouragement every few kilometres along the whole spectacular course.
All of which makes reports from the recent world cup of poor organisation and a disappointing setting very baffling. It sounds like the island did itself no favours when staging the event and worse, that the teams were on the edge of some stunning terrain, and never got to see it. So, let's set the record straight about Reunion, forget about the World Cup and look at the Grand Raid.
The island is just South of Mauritius in the Indian Ocean, is about 40 miles across, extremely mountainous, volcanic and rises to just over 10,000 feet. It is a French department so almost all the visitors and most of the population of 600,000 are French and the island is virtually unknown in the UK. (The French have been keeping it to themselves and I don't blame them.) The down side is that the outer rim of the island is heavily populated, built up, and prone to huge traffic jams, which is not what you expect from a tropical island. However, the interior is magnificent and the Grand Raid takes full advantage of this.
The course crosses the island from Cap Mechant in the South East to the capital St. Denis in the North, starting with the Volcano Piton de la Fournaise (2632m) and then passing through 3 huge cirques called Cilaos, Mafate and Salazie. The distance is 126km and the climb 8000m, but even those figures give no real idea how tough it is. The winners usually take 16 hours (an average of around 12 minutes/mile) and the time limit is 60 hours as many of the 1500 competitors walk the course, spending 2 nights sleeping at aid stations where beds are provided.
The start is at 4am but it is anything but sleepy. Entertainment from bands and dancers helps build the atmosphere in a floodlit sports field and the runners pass through kit checks to be given a number with their photograph and name on. (A nice touch this, as all along the course spectators and marshals call out your name.) As the tension builds wild mask dancers, stilt walkers and fire eaters entertain the crowd and flaming torches line the palm fringed road along which the runners set off to begin the 26km ascent of the Volcano.
The path is a gully which climbs at an unremitting gradient, passing through increasingly sparse forest to emerge in the dawn light on the rim of the volcano which was erupting for most of last year (though it posed no great danger and you could walk safely up to the edge of the new lava flow). It is on an immense scale, approaching that of the Hawaiian volcanoes, and the track runs along the rim for several kilometres before crossing plains of jagged volcanic rock and sand. It may be early in the morning but the intense heat is soon bouncing back from the rock and at this early stage some runners are already in trouble from setting off too fast and dehydration.
A long descent and a crossing of the Plaines des Cafres follows and ahead looms the jagged profile of the island's main mountain group, topped by Pitons des Neiges at 3070m. There are long sections of forest to come, a narrow ridge above a ravine a thousand metres deep, short ladders on steep sections, and then it gets exciting with the crossing of the first of the 3 cirques. At the Kerveguen checkpoint (which like several others is placed and stocked by helicopter) all seems well, but it is on the edge of an awesome drop into Cilaos. In the next 4kms the switchback path drops 1000m and if the afternoon cloud has not filled the cirque an equally punishing climb up the other side is in sight.
This leads up to the Col du Taibit, a notch among a series of rock towers which leads straight into the Cirque Mafate, which is the only one of the three not accessible by road. It is mercifully at a higher altitude than the others so that the drop into it is not so quad destroying but there is no let up in the roughness of the path. Most of the route is on the GR R2 footpath, but it is continuously broken underfoot throughout its entirety.
Next is the Col des Boeufs then it is back on the roller coaster to descend into the Cirque salazie, the last of the three, where there is a major aid station at the village of Grand Ilet (where Trefor Jones retired). This is one of several places where hot food and beds are available, and these stations are manned continuously over two days by enthusiastic volunteers.
There is a good reason to take a rest here, too, as the climb to Roche Ecrite, which comes at the 100km mark has an average gradient of 32% over 5k and there are hand rails much of the way. For those able to lift their heads the view back over the lush vegetation and shattered rock formations of the cirque, framed by the walls of Piton des Neiges, is spectacular. This is the last major climb as the tracks now lead down to the finish in the stadium at St. Denis.
This year's winner was Cleo Libelle in 17 hours 45 minutes, a slower time than expected, partly as the leaders were misdirected, and also because the course was even more difficult than those in recent years. Half of the crowd seemed to run round the track to the winning line with him, and he was greeted by a mass of press and TV cameras as the volume of the bands and wild gyrations of the
On the rim of the volcano
dancers reached fever pitch. The party would carry on through the night and through most of the next two days until the last official finishers hobbled in just before the 60 hour limit. They were received with as much excitement and as many cameras as the winners, a fitting end to one of the world's great mountain races.
I hope to organise a small group of British runners to this year's Grand Raid - if anyone is interested contact me at 27a The Oval, Stoney Stanton, Leicester LE9 4JS.
Spectacular backdrops in the forest
MOUNT KINABALU or KARAOKE?
Consider first the pleasure of hot sprints and cold beers, snorkelling or scuba, jungle treks and friendly folk. Then mix in a little pain in the form of a serious mountain race, covering 13 miles and close on 7000ft of climb and descent and you have the best of Borneo. Alternatively there's always the karaoke bars of Kota Kinabalu.
The race up and down Mount Kinabalu has been billed as "The toughest mountain race in the world." This could be argued, Wasdale, Peris and Jura springing to mind and of course Latrigg, but this only qualifies if a) Borrowdale has been raced the day before and b) every effort has been made to get to the start in Fitz Park with a suitable hangover! However, Kinabalu is without doubt a very tough and unique race.
Starting at 6000ft in tropical jungle the race ascends rapidly up 1000's of steps of varying heights and widths, up a number of wooden ladders and finally on to massive granite slabs at 13500 ft. Turning around at the summit, as opposed to continuing and plummeting 1.5km into Low Gully seems a good idea, but the descent back down the steps is rough, technical, unrelenting and potentially lethal, which makes it a highly suitable race for British Fell runners. (NB the women's race follows the same course but unfortunately does not summit, turning instead at 11500ft).
The shocking part of all this, particularly for British runners, is that not only is it a good tough race but there is considerable money to be had, particularly if you can make it into the top three, even if you don't: a placing in the top ten will see you right in Walshes for a year or two.
Next year sees the World Mountain Trophy move to Borneo to be run around a hilly (but not very) jungle course. Three laps at speed will prove a tough test and with so many fast folk about it is hoped that the Mount Kinabalu race a week later will have an even larger and more competitive international field. However two more different races would be hard to find and it will be interesting to see how many of the World Trophy runners line up at the start the following weekend.
For those considering experiencing some of the pleasure and pain that Borneo has to offer under their own steam (watch out for possible flight deals) there is on offer the chance to race the World Cup course in the open category one weekend (just a training run) while keeping a wily eye on the summit heights of Borneo's real mountain race for the following weekend.
If you go – good luck.
Jim Davies
Relaxing in the spa afterwards - clockwise from top left - Simon, Jim, Mark, Ian
Lest any reader might be gaining the impression that long competitive days and weekends in the Lakes all have successful endings, resulting in knackered yet satisfied customers zooming back down the M6 with proud tales to tell, it might be pertinent here to redress the balance, by referring to days when this was clearly not the case. Only a fool would take the mountains lightly, even in days of fair summer weather. When the elements prove inclement and/or when you are quite clearly not up to the task for a host of reasons (fitness, illness, injury, inexperience etc), then is the time to withdraw gracefully. The fells deserve the highest respect and are quite capable of humbling even the fittest and most capable of our fraternity.
This message was first pressed home to me when, attempting to walk up to the Glyders on a Welsh 3.000s recce in wet conditions, I fell on the slippery rocks hurting my back in the process, and was forced to beat a hasty retreat by getting son Duncan to drive me home. In my first Lakeland Classic - the Ennerdale - I lost concentration thinking I had cracked the hardest part by reaching the summit of Pillar .... and then proceeded to get lost. I have since been back to put that right with three successful completions and the Wainwright drawing of Scarth Gap signed by the legendary Joss sits proudly on my wall! I passed my baptism in Mountain Marathons on the Range of the Awful Hand and The Devil's Bowling Green in the 1986 Galloway KIMM, but then hit trouble in the 1989 KIMM in the Howgills. Partnering JB, I broke an ankle but still unwittingly and stupidly carried on to the end of the first day. Ending up in plaster was a salutary lesson but I still retain some fond memories in the rosy glow of retrospect. You must have a sense of macabre humour in these events and mine was tested to the full in my first SLMM when partner Brian Howbrook went AWOL for over an hour on Day 1 (I feel better now I know that things like this happen to Cameron McNeish no less!). In the 1992 Saunders, I talked Frank into needlessly going up to the summit of Scafell Pike forgetting to go to an earlier checkpoint! At least these latter two tales had happy eventual endings! Eventually, the SLMM proved to be my favourite event. Call me a softy if you will, but long summer days in the Lakes in July with milk and beer at the overnight camp and sometimes a pub nearby eventually proved to be more popular with me than pitching a tent in the teeth of a storm at night in a bog at the back end of October. However, even the Lakes in summer can be testing......
In 1990, flushed from my first SLMM success the previous year and fighting fit after recovering from my broken ankle, I cajoled Carl into doing the Kirkfell class with me after Trevor had to pull out. Starting from Langdale, it soon became apparent that the rain and poor visibility would be more than a match for all but the most seasoned of campaigners (about 20% of the starters?). After wandering all over the Crinkles, Esk Pike and Bowfell for half a day like headless chickens, we reached Esk Hause and decided to call it a day. I was both embarrassed and disappointed as we slunk back down Mickleden to Stool End with our tails firmly between our legs. On the positive side, I had the pleasure of meeting Jon and Sue Hurrell for the first time and was later to support on their respective BG attempts while they kindly reciprocated on my 15 Dark Peak Trigs. I also took the decision to improve my bad weather compass work by entering events like the New Chew 'O', Tanky's Trog and some LDWA events with my walking mates. Adversity can prove to be a helpful tutor at times.
After a successful Wansfell with Paul (91), Bowfells (Frank 92, Shutt 94) and Scaffells (Pete 95 - we seemed to have a faultless Day 2 - and 96) everything was very upbeat. I will always remember long, tiring, never-to-be forgotten weekends in the fells I love, with special, like-minded friends who each contributed much to the different partnerships. Each successful completion was always hard fought for with many gut-busting climbs and heart-stopping descents. There is little doubt that the standards set at the sharp competitive end of mountain marathons have improved dramatically in recent years with the growth in lightweight equipment, dietary expertise, incredible fitness and technical know-how. What this means for your veteran bog-standard punter like me is the knock-on effect as course-setters try to set testing days for elite competitors like fellow Glossopdale clubmates Mark Seddon and John Kewley et al. Not once did I ever feel that any of my successful weekends with a range of partners came easy. If I ever had done so, the SLMMS of 97 and 98 would serve as a reminder to 'He who dares' to quote Dell Boy. The mountains have to win some too!
In early 1997 I upped my training and lasted well in the Wuthering Hike and the London Marathon and was on course to attempt the Fellsman event as a prelude to an exciting summer in the mountains, only to be plagued by stomach problems which forced me to withdraw. However with good mileage in my legs over winter and spring, I recovered sufficiently enough to declare myself fit for the Scafell class of the Saunders and then the Tour of Tameside. However, after two long days out on testing courses contouring seemingly vast distances on difficult terrain up, down and across the Dollywaggon-Clough Head ridge from Grasmere, my lack of fitness finally caught up with me late on the second day. Climbing back out of a wickedly steep, loose gully on the western flank of Helvellyn, I reluctantly had to accept the fact that I was moving too slowly to be inside the time set for the course. Pete was very good about it.
A year later he was still remarkably cheerful when I decided to jack it in midway through Day 1, after the effect of two long climbs convinced me that I was not fit enough to complete two testing days in the Scafell class. This was the first time I discovered what it was like to seriously 'bonk' during an event. I had always been proud of my stamina and determination if nothing else, but here I was, nauseous, dizzy and almost incapable of walking up the slightest incline. After a leisurely brew, we decided to head direct to the overnight camp which was still about 8 miles and 3 passes away. Pete is an excellent partner; tolerant, experienced and philosophical. He too has had his fair share of ups and downs to put such withdrawals into context. Like me, to be in the mountains is usually enough in itself and maybe his two years in Saudi have made him even more appreciative of this. As he says: "The mountains are going nowhere, they'll still be here next year." What we have to do is to ensure that we are also!
So there you have it then. The chapter I wasn't going to write has now been written and clearly puts in better context my stories of other epic Boys' Own adventures which had more satisfactory conclusions. It has always been easy to produce accounts of days which ended successfully but surprisingly not as traumatic as I thought to write about the 'downs'. One thing is for sure: if you succeeded every time you stepped out on the hill, he days would become too commonplace to recall. Occasional humility is good for us all and also serves to heighten the euphoria felt at the end of days when all goes well. What was it that Kipling wrote about those twin imposters?
Nev McGraw
FRA Safety and Navigation Courses at Elterwater
a special "THANK YOU" to KEN LEDWARD
These courses are now well established at Elterwater (September) and Kettlewell (April) and have gone through one or two name changes. However, the content has remained very much the same over the many years (perhaps 14 years) since Peter Knott and Ken Ledward ran the first course based at Elterwater on behalf of the FRA.
Peter passed the course over to me a couple of years ago. It was nice to see him back this last September as an instructor. Thanks for accepting the invitation and might you be tempted back next September?
Ken hung on, always threatening to give it up but never quite managing to do so. I have it from him that he definitely will not re-appear next September to instruct. A combination of age (is he really that old?), business commitments at that time, a feeling that younger people should be taking his place (where are they?) and a wealth of other fell running interests are worthy reasons which have been simmering for some time. Your vitality, wit, enthusiasm, knowledge and navigational skill will be sorely missed. He knows that I say that most sincerely! Thanks for all the effort put in over many years.
John M. Gibbison
P.S. If you feel inspired to follow in Ken’s footsteps and help out on one of the courses, contact me on 01524 417694.
LONG DAYS IN LAKELAND - BY RONALD TURNBULL
A Review
And so it's Christmas. Not much training can be done. Everyone is sitting round - eating too much. Just going out for a few miles is frowned on. No Gyms open even to do a bit of cross training - just sit down and look at your presents - the new OS Lake District Yellow maps - only not much space to open them out. Into the flatness of our misery (I was in the South as well) arrived Ronald Turnbull's Long Days in Lakeland.
And immediately life opened up. I could sit still and take my mind a run over well known fells on unknown routes. Mr Turnbull writes with adventurous walkers in mind but loses little time in giving the game away "One of the worst things in hillwalking is walking up hills." This Turnbull chap is not your run of the mill guide book writer. And that is only the second paragraph. After that we are away into a series of routes suitable for adventure loving back packers - or as Mr T is himself - a bivvy bag kipping fell runner. Routes are broken down into walking days - but the narrative makes it plain that he did it lots of Day Units linked together with a snooze on some pine needles at the end.
So first you should buy this book because it opens up new perspectives on the Lakes - which you probably thought you knew quite a bit of. There is a walk across the Lakes from the Howgills to Ennerdale; a long route around the Lakes of the Lake District; a brilliant run and scramble around the area, linking all the best scrambles; some great evocations of Lakeland runs and events; a route round Ten Tarns that is on my Easter break list plus day walks and reflections on things like Eskdale and England's Eiger (Scafell) and Borrowdale rain. (Actually you should buy it first because a good fell runner wrote it - if you want any more fell running books then you should buy the ones that are around !! ) (And help fellow members of the FRA and SHRA.)
You should buy it next because Mr T's spirit is infectious - by the New Year I was combing Birmingham mountain shops for a good bivvy bag to emulate our hero's exploits. (My New New Year's Resolution - to spend more time asleep on pine needles. ) His spirit of just going for it will delight, reassure and motivate all fell runners. Here he is on the B- which I've always seen as only suitable for the Heroes of the FRA. Not so for Mr T. For him it is just ( ! ) "the correct challenge for the ordinary hillrunner." I admit the BG chapter was the first thing I turned to - indulge your obsessions - feed the rat! But after that I roamed freely leaping from chapter to Day walk to occasional article, inwardly yahooing as I went.
Sitting in Waterstones it looks like a coffee table Lakes book - this is presumably so it will presumably pull in the punters but tame it ain't. It's a real box of delights. And enough challenges to fuel the New Year. I'd hung on to it all Christmas day and it got me through the day and well into Boxing Day. The thinking fell runners literary Crumpet.
You should then buy it because it challenges you to apply your mind to create similar delights - just as his Across Scotland on Foot (Another book to acquire, devour and inwardly digest) contains 108 routes - 8 ways outlined and the other 100 are left to you.
Just get out there and buy it.
Then Just get out there.
Mike Fry
"A navigation course? which way"
"Over there"
"Where?"
"Kettlewell and Elterwater"
"When?"
"Look"
Kettlewell 16th, 17th, 18th April
Mrs Margaret Batley
10 Greenfield Avenue
Guiseley
Leeds
LS20 8HG
Elterwater 24th, 25th, 26th September
Lyn Eden
99 Harewood Road
Harrogate
HG3 2TJ
FRA Fell Running Courses for 1999
Easter '99
under F.R.A. rules
Certificate T-Shirt and Mug for all finishers
3rd April
RACE &
NON-COMPETITIVE WALK
5th April
'CASTLE TO CASTLE'
WALK (non-competitive) (26.5 miles)
31 miles 8000 feet
MANX MOUNTAIN MARATHON
SPECIAL INCLUSIVE PACKAGE DEALS!
FOR FURTHER INFORMATION
TONY ROWLEY
4, POPLAR CLOSE
ONCHAN
ISLE OF MAN
EASTER '99 OFFICE
FREEPOST CHERRY ORCHARD
PORT ERIN
IM9 6AN
01624 674968
FREEPHONE 01800 6344321
CHERRY ORCHARD TRAVEL LTD. REGISTERED OFFICE; STATION ROAD, PORT ERIN, IM9 6AN
They FELL In Love
A bleary wintery day was the setting for the bride of the fells to marry author and cartoonist extraordinaire, Bowland’s very own felldancer met the creator of Mr. Burrows, the Fell Running Mole, and various other feats of artistic endeavour. They were wed on their very own doorstep in a simple yet windy ceremony.
The invites were distributed far and wide to club members with specific dress code instructions to wear the traditional orange and green, regardless of the time of year and the weather forecast.
On April 11 we abandoned children and set off to the Nick of Pendle. Meeting with several over Molelanders and Bowland Wives we set about the task of persuading the non hilly types that Aprofnol Hill, in the distance and cloud was not too far away and in fact a very reasonable place to be wed. Several moans later we arrived windswept and wet to join a small party at the summit of the hill for a ceremony to ‘outshine’ all others. We eagerly awaited the arrival of the bride and groom ascending the summit in fell running gear from opposing sides. Once we’d worked out who was who, and who were innocent passers-by (the victims of numerous lenses) we clapped the ascending couple onto the summit and into a warm embrace, Simon in bog black and Sarah in snow wedding white.
Simon’s father conducted the service which comprised of speeches, a blessing and an exchange of rings, followed by numerous photos and videoing around the summit cairn. A dozen or so Bowlanders wore their loud cheerful club vests, once again appearing en-masse in odd places as they do all season. This time it was not a club championship race but there was a good turnout as usual.
The club runners and a few others set off in running gear to run across the fell, over stiles, streams, bogs etc. to the reception at the Pendleton Village Hall. Keeping the bride out of the streams and mud was a difficult task and as later revealed was carried out with only limited success; the elegant ivory wedding dress hiding suspiciously muddy ankles.
The day proceeded with excellent fayre from Simon’s sister and her team, plus speeches, presents, drinks and more drinks etc. Family and friends attended and the whole day was indeed a memorable occasion in the history of Bowland fellrunning.
Chris Reade
Forget the running - it’s the food we’re here for!
We’ve talked a lot about the ageing population of fell runners .... it seems to me that when you’re younger you’ll think nothing of downing 14 pints, having a curry, going to bed at 4am and getting up again at 7am for a race! Well, perhaps not....
I’m sure that we’ve all found that you can’t do these things when you get older (unless you happen to be aged under 25!). You start to become more of a connoisseur - this might be only where you buy your chips from - but it can all get too much when you’re sniffing wine like Jilly ‘n’ Oz.
Well I’ve noticed that the same applies to races, and why some are more popular than others. Because fell runners have become connoisseurs, not for, er, the race itself - but for the food at the end!
For the past few years I’ve run in the series of races Dave Woodhead promotes from Haworth; even though it’s always a joy to (eventually!) finish a race. Dave has always organised some goodie to the competitor when he flings himself/herself over the 5 bar gate at the end! This year we’ve had beer, a Sorrento malt loaf, chocolate etc. This is appreciated by me (and the family!) as I stagger back to the car in hurricane winds or hail! He’s going one step better for the final race of the century this coming year - a special beer brewed just for the race!
Entries for Dave’s races seem to grow every time.
In the autumn I was at the “sold out” Ian Hodgson Mountain Relay in the Lakes. This must be the only event in the UK where every runner for every team had turned out. Surely it was not for the race itself ... no, again it was for the catering! The smell of bacon was in the air when we arrived, tables groaned with chocolate cake - not a wrapper, corporate logo, or tamper proof device in sight. All homemade, everything under 50p. Everything gone at the end. The catering must have taken more money than the race entries!
All this goodwill to runner’s bodily health is extending to the prizes too. Now I know we all have heart attacks when seeing the cost of an entry to a 10k (about £5) and with fields of up to 800 runners and sponsors on board, someone must be making a healthy profit. But don’t you feel cheated in being given another medal, mug or t-shirt (if very lucky!).
Take the scenario on a £2/£3 fell race. I’ve done a few this year - and it’s getting round which ones to enter, just for the wide prize distribution at the end. The clubs up the Calder Valley must vie with one another. The prizes on this year’s Stoodley Pike race included 9 packs of toilet rolls, much beer and I’m sure I saw a flute! It makes for a really good atmosphere in the pub at the end.
It’s not as though this is just limited for the fastest in each category, I have become a recipient for nearly coming last - a huge boost to all those tail enders. The trouble is that we now vie with one another to be nearest the back!
At the moment I am in discussion with Club members to draw up a list of races that must fulfil the following criteria; a: it must be affordable; b: it’s got to be an interesting course; c: the likelihood of coming last; d: is there any food at the end, and is it any good? e: is there a freebie at the end - can I eat or drink it?; f: is the prize list extensive and entertaining?
Someone tells me that the race at Hutton Roof has the best catering in the country - see you there!
PS. Race organisers; just spread the word around about your catering and extensive prize list, stand back and watch runners flock in!
M. Saville
Editor’s Note: Wound here, it’s the Wound Withers Wood Welay Wace wot’s famed for wassail, ale, snap and a good crack! (Ad!!!)
A TORRIDON ROUND
- Lawrence Sullivan
2.00am at the Coire Mhic Nobuil car park. 30 secs to the off. Dark, damp, cold - I feel terrible, no sleep, ate too much last night, no enthusiasm for the task ahead, just negative thoughts draining all energy. 10 secs to go, adjust the head torch, 4, 3, 2, 1 "Get moving" said Wendy and we trotted off into an uncertain inky blackness with Beinn Alligin somewhere ahead.
The area between Loch Torridon and Loch Maree has always fascinated me with its mixture of wild mountains and rough lonely country. That moment when approaching from Kinlochewe where the road bends round above Loch Clair and Liathach suddenly towers into view, cliff upon cliff, seemingly impregnable. With Beinn Eighe high above the road for miles I wonder what on earth I'm thinking of in trying to do a long circuit of such hills. Yet again the journey down Glen Torridon leaves me completely psyched out!
The idea of doing a circuit had slowly developed over a few years until three years ago the final plan was in place. During a visit in '97 the weather forbade an attempt but now at the end of May '98 the omens were good. The circuit visits eight distinct hills (I shall stick to the Scottish custom and call these imposing mountains "hills"), which do not form part of a large massif or tops on a long ridge i.e. they stand alone and you have to descend right to the base before tackling the next one. Access presents no difficulty as most of it is in the Scottish National Trust and we were well outside the deer-stalking season for the rest. My one worry, the nature reserve on Meall a Ghiubhais, was dispelled after visiting the Reserve Centre at Kinlochewe the year before and being assured by the resident warden that my planned route would be in order.
My support consisted of Wendy Dodds who offered to accompany me on the hills, carry supplies and even miss out some hills if the pace was too fast (it wasn't). Jane, my wife, who would meet us at various places with food and hot drinks, and my younger daughter Audrey, husband Alastair and baby Jenna.
A very small support team for such a trip but with the great advantage of flexibility implicit in a "low key" attempt. The weather forecast 24 hours earlier dictated the decision to go for Wednesday May 27th.
Making good time we started up the steep upper slopes of Beinn Alligin and into the dark misty gloom of morning. Driving mist and drizzle kept us company along the summit ridge until eventually we started on the descent to the traverse path below the Horns of Alligin then down rock steps to where Jane was waiting. A very welcome cup of tea, but not much sympathy, dragging her out at this time of the morning etc., etc., etc. Anyway she took our torches, Wendy collected the drinks bottle and we were off up Beinn Dearg, an unrelentingly steep slope where we threaded our way between dripping crags and I tried not to think about how bad I felt especially as we had only just started. However we got to the top a few minutes up on schedule, and in thick mist and rain set off for the Tower, a series of cliffs blocking the ridge. Jane and Wendy had recc'ed this route two days previously and it really paid off. From the top Wendy led the way down the cliffs via a series of rock chimneys, exposed but not difficult. Once clear I ran off in a fit of exuberance, but in spite of "You're going too far east" I went too far east and missed the descent gully. We struggled down rock outcrops and deep heather, got back on route, waded the river and found Jane in Coire Mhic Nobuil at the lochan as planned. Meanwhile the rain had stopped and amazingly the top of Liathach came clear above the mist; a magnificent sight, all sharp peaks and cliffs, but worryingly a hint of snow on the highest point. Jane and Wendy enjoyed themselves at my expense as they told me off about missing the descent gully, after all it was I who had shown them which one it was only three days ago etc., etc., etc. 6.0am, cold, still feeling bad and nagged by two women! At least we were still on schedule and set off up Liathach fortified by more food.
The steep upper slopes seemed to go on and on forever, the mist and rain had returned but, much to my surprise, we topped Mullach an Rathain bang on schedule in just one hour after leaving Jane. The wind had risen and being a north easterly was depositing specks of snow but we ran easily, down to the Fasarinen Pinnacles and the start of the traverse path. There is much controversy over this route; is it easier over the Pinnacles or along the path? Both very exposed, both requiring extreme care but the path was sheltered from the north east wind and I had been along it before without difficulty. Parts of it are undercut and beginning to break away, not a happy thought, with the next stop being Glen Torridon a long way below. Eventually we completed the traverse and came out from the protection of Am Fasarinen to be met by an icy blast and driving snow.
The highest point on Liathach is Spidean a Choire Leith an elegant peak of sharp quartzite boulders which by now had a covering of snow, no joke in fell shoes. Progress was very slow, and for the first time we fell behind schedule. But now for the descent to Coire Dubh Mor. I picked my way very gingerly back the way we had come, making use of our previous footprints. It was not the descent route I had intended but until we got below the snow it was just too dangerous to launch off onto the direct route over some small cliffs. Eventually we were below the snow, ignored a tempting strip of gravel leading downwards into the mist and cliffs of Coire na Cairein and opted instead to traverse a boulder field and get back to the crest of the north west ridge. Negotiating this tottering collection of coffee table sized boulders seemed to take forever but at last we were clear and on our way down. The north west ridge looks delightful from a long way off but close to it is mostly loose scree and sandstone cliffs and I was much relieved when we
got down to the Coire Mhic Fhearchair track without mishap.
We were now 30 minutes behind schedule and somewhat drained by the difficulties since starting up Spidean a Choire Leith. However we picked up the path into Coire Mhic Fhearchair and got started on the ascent of Ruadh Stac Mor, the first and highest of the tops on the Beinn Eighe ridge. Thick mist on top yet again but at last we were running, the sky started to brighten, the mist lifted at times and we moved more easily along a rocky ridge which became a wonderland of great cliffs plunging down to sunlit lochans and rivers below, and a view of distant hills, some snow covered. More exposed rock, more scrambling but what a spectacular place.
Descending from Creag Dhubh, the last top on the ridge, is easier to the right as it avoids hidden cliffs below and there is even grass at times between the scree runs. It was here that I had our only accident of the day. Moving off the crest of the ridge I slipped, hit a boulder and rolled over with very painful messages coming from my right thigh. It was bruised beneath a long graze and I felt sick. Groggily attempting to run on I was told in no uncertain terms to sit down and wait a few moments. However the heartening sight of Alastair signalling below soon got me going and we arrived at the col below Meall a Ghiubhais to a warm welcome. Audrey and Alastair had carried supplies and Jenna all the way up to the col and found a tiny shelter. At last a sit down rest. Soup and rice pud have never tasted better and to add to the good cheer Jenna smiled and gurgled happily in the corner. The white-faced wreck who had entered the shelter emerged 20 minutes later feeling and, I was told, looking back on form. Wendy took on the remaining supplies and we started to climb with the worst of the terrain behind us. 11 hours gone, 9 to go, if we were to finish inside the 20 hours I hoped for.
The round is 40 miles long with 20,000 feet of ascent. As you may have gathered there is also 20,000 feet of descent! Anyway 20, 40, 20 has a nice ring to it, not at all fast by fell running standards but a wonderful day out for an old chap and a very adventurous rubber duck. (Let me explain. I suggested carrying some sort of token after the manner of ladies favours at medieval jousts when a lady would give the knight of her choice a ribbon to carry. This romantic suggestion brought forth Jenna's rubber duck, small and light enough to carry. It gave a cheerful squeak every time I went into my bumbag.)
Meall a Ghiubhais was soon behind us, then the long descent into Glen Grudie and the river to cross. The river crossings were a major worry as Glen Grudie in particular is uncrossable after heavy rain even with rope support. I have seen it in spate, a great roaring mass of white water but today a gentler sight as we waded easily across. Steeply up Beinn a Chearcaill, picking up time all the way, superb views in the ever-improving weather, then after all that detailed planning my one big mistake. There is a narrow gully just to the north of the top which leads down through the usual collection of Torridon cliffs until easier ground and the crossing of the river in Strath Lungard. Jane was supposed to meet us there with more food and drinks. No sign of her. Shouts and hollers. Still no sign. We went to the top of various moraines, no use. This is remote, rough country; what could have happened to her? Ever more ingenious and lurid ideas were forthcoming but nothing plausible.
Wendy and I pooled our remaining supplies and felt we could just about manage. Not a patch on tea and rice pud but not much choice in the circumstances. Let me say right away that it was all my fault. In the frenzy of organisation yesterday Jane asked me to point out where she should wait in Strath Lungard and I jabbed at the map with one hand while sorting out piles of food with the other. "No, mark it with this pencil" she said and not taking enough care I drew a circle 1/2 a mile downstream from where I had intended. I will draw a veil over the discussions the ladies had about me on this subject the following day.
So we set off up Beinn an Eoin, our last but one hill. One of my major concerns was my fitness as I had missed 6 weeks at the start of the year due to an injury and then with just two weeks to go had gone down with a sore throat and cough. Consequently the steep 2000ft ascent of Beinn an Eoin was one I had been dreading. To my amazed delight it was my best climb of the day and came easily, well up on schedule. I'll never understand this game! We were even honoured by a visit from two golden eagles which circled above us, appropriately enough as Beinn an Eoin translates as "Hill of the Birds".
A comfortable grassy descent led us to the track along Loch Na H-Oidche and a good view of our final hill, Baosbheinn, with its two subsidiary tops which I assured Wendy would be turned on the south side by runnable grass traverses. We shared the last honey butty and set about the ascent, the only easy angled slope of the round. "Must be getting serious" I suggested as there had been no talking for the last 1/2 hour. However I felt it was in the bag as we reached the top and admired the surrounding hills picked out by the evening sunshine. "Have we really been round that lot since this morning?" I asked, my sense of respect and admiration for these hills not one jot diminished by the day's effort.
But it wasn't 'in the bag' as I thought. The descent was much rougher than I had remembered but worse still the tops could not be bypassed, so cursing my lousy memory it was yet more steep, rough climbing, more working round small cliffs until at last we made for the pass between Beinn Dearg and Beinn Alligin. The extra effort affected me more than it affected Wendy and the loss of time was worrying but with four miles to go, all easy downhill, I realised it really was in the bag at last. "I have dreamed of this" I said "bounding and running joyfully down to the finish". "I think we had better just walk joyfully down," said Wendy. Lower down we met the track. I paid a quick visit behind a boulder and emerged to see Wendy going like a rocket towards the bridge. I set off at full bore, caught her up but couldn't keep the pace going "Are you in a big hurry for some particular reason?" I asked. This had the desired effect and we ran down together to a wonderful welcome and much relief to see that Jane was there. Even the midges came out in their thousands to show their affection in the usual way.
It must be obvious from this account that I could never have got round without such wonderful and cheerful support, particularly Wendy's, and looking back at the hills felt a wave of gratitude for all the help from everyone including the good wishes of various people who couldn't be there. Wendy handed me the time card; it showed 19 hours 16 minutes. And the duck was still able to squeak.
The last few strides
The ‘Wainwrights’ in seven days - the ‘easy’ way
Allan Miller
I was given the full set of Wainwright’s Lakeland Guides for my thirteenth Christmas, and assiduously set about ticking them all off on frequent escapes from the flat surroundings of Liverpool. It was my equivalent of trainspotting, and I’ve been a sad ‘ticker’ ever since. But as I left the summit of Slight Side one snowy February evening in 1984, my final summit under my belt, I felt mixed emotions, as I’d achieved my goal, but then - what next? Later that same year, I successfully completed a Bob Graham round, which gave me a taste for longer trips in the hills.
I read with interest of Chris Bland’s and Joss Naylor’s attempts at all the Wainwrights in a week. I could never aspire to the dizzy heights of commitment and stamina - and luck - needed for such a feat, but I felt that a more modest approach, to do each book separately in a day, should be within my grasp. I intended to travel alone, in general, to avoid the organisational problems involved in arranging support - I like to just go! I wasn’t averse to company, however, and only actually did four of the books completely solo.
Because I was travelling alone, I had to devise circular routes, although I did use a bike at the start or finish on a couple of occasions to minimise road-walking, and was grateful for help with transport on a couple of others.
The Northern Fells
- 13,000ft 44 miles 12.5 hours
An ‘easy’ one to begin with, or so it seemed from a cursory glance at the map. Appearances can be deceptive, though, as obscure little outliers can add miles to the journey.
I parked below Dodd at about 8am, then ran up the forestry track on a steamy jungle morning. The weather cleared as I ran out along the Long Side ridge, munching a banana and drinking in the views to Bassenthwaite below. Then came a slog over Skiddaw, a long drop to Branstree, contour to Little Man, over Lonscale Fell and down to Latrigg. A doddle, I thought: 9 done in 4 hours. The next group proved a little tougher, over Mungrisdale Common to Blencathra, right down to Souther Fell then way back up again for Bannerdale Crags.
By Carrock Fell I was feeling pretty dehydrated, as it was a dry summer, with only a few slimy trickles for water. Still; I was heading in the right direction at last, towards the car, so I trudged on - High Pike, Knott, way over for Great Calva, down for three savage climbs - in my current state - over Great Cockup, Meal Fell and Great Sca Fell. I goaded myself with curses to keep going, just a couple more hills to go... unfortunately, the final one was Binsey, detached from the main fells by several miles. After that, it was a simple but exhausting walk back to the car. I reached the pub at Bassenthwaite after last orders, but they took pity on me and sold me a much-needed pint of lemonade and a Mars Bar.
The Central Fells
- 11,400ft 40.5 miles 14 hours
My first attempt was a disaster. I started from the northern end, running south over the High Seat ridge, and had arranged to meet my wife at Greenup Edge, the hub of a number of side-trips to subsidiary summits. I lost my map at some point during the run south, then, after a rest-stop, discovered I’d left my copy of Wainwright’s Central Fells, with its record of my youthful ascents, by a boulder in a field of identical boulders. I searched, but never found it, and that was the end of that.
The second attempt seemed doomed to failure also. I awoke to pouring rain, but decided to go for a run anyway. Heather drove me to St. John’s-in-the-vale, windscreen wipers on double-speed. I went over High Rigg, Raven Crag and the boggy ridge south from Bleaberry Fell to Armboth Fell in the pouring rain, and I was drenched by Watendlath. I stopped for a cup of tea and a sandwich at the farm, the only visitor in a sodden, dripping landscape. But, gradually, the day improved, and by Greenup Edge, had turned glorious. I began to curse the heat as I toiled up Tarn Crag on the way from Helm Crag, having chosen the direct route between them.
A passing walker made some sniffy reference to my lack of gear on Sergeant Man, as the clouds were beginning to reappear, but I said nowt. A tough little run over the Langdales followed, then the gradually descending ridge east, over Silver How and a final pull up Loughrigg - the climb from High Close, normally runnable, was a crawl, but then it was a quick run down into Ambleside for a pint and a phone call to the missus to pick me up.
The North-Western Fells
- 15,500ft 41 miles 15 hrs
My friend Jim Whitting was staying for the weekend. Knowing him to be a strong walker, and game for anything, I suggested having a crack at the North-Western Fells. “In a day?” he said. “Oh, why not?”. We left a car in Grange, then drove to the northern end of the section, and rose above the morning mists and onto Sale Fell. The mist quickly burned off under the rising sun, as we revelled in the conditions and ticked our way south towards the higher fells. This book is particularly tricky to derive a sensible route for, as the possibilities and permutations seem endless. We went over Grisedale Pike, Hopegill Head and Whiteside, then down to the shores of Crummock at Lanthwaite.
Disappointingly, there was no ice-cream van, so we went on, unrefreshed, to Rannerdale Knotts and back up into the hills, over Whiteless Pike and Wandope to Grasmoor. After a bite to eat, we ran down the ridge to Causey Pike, then north for Barrow and Outerside, before heading back over Ard Crams and Knott Rigg, and onto the final stretch round the final two-thirds of the Newlands Horseshoe. Jim was going well, despite his earlier misgivings, though when I suggested, on High Spy, that it was as good as over, he said “I’ll let you know!”. We arrived back at Grange with just Castle Crag to do. Jim had had the foresight to leave a head-torch in the car, and we did Castle Crag by its light, solemnly shook hands and returned to the car through the autumn chill.
The Western Fells
- 19,000ft, 49 miles 17.5 hrs
I parked the car at Ennerdale Scout Camp, then cycled round to Loweswater in the dark, chased by farm-dogs and hooted at by owls. I hid the bike in a small wood, then snuck through farmland in the half-light and out onto Low Fell. After mopping up this and Fellbarrow, I crossed over to the main Loweswater fells, and had a good run in the morning sun over these hills.
The Western Fells form what is effectively a Greater Ennerdale Horseshoe, and, being largely ridge-walking, makes a less contrived trip than some of the other books. At High Stile, the first walkers from the valley began to appear. I had the smug satisfaction of 6 hours and 10 summits already completed. I went on over the Gables, with just a short detour to Base Brown, and on round the Mosedale Horseshoe. The problems start when one gets to Wasdale Red Pike and, with Haycock so near and yet so far, one has to descend, first to Yewbarrow and then to the valley bottom, before commencing the unremittingly steep and rough climb up Middle Fell, a mere 1908ft but seeming twice that in the afternoon sunshine. Then a long traverse to Buckbarrow, up interminable slopes to Seatallan, then another 2 miles and 1000ft before, finally, Haycock is reached.
There remained the small matter of following the ridge out to Lank Rigg, with
the sun setting behind the Isle of Man, then Grike and Crag Fell before returning to the car, retrieving the stashed bike and heading home. Long, tiring, and pointless to many, but it remains one of my best days in the hills.
**The Eastern fells**
- **18,600 ft 55 miles 18.5 hours**
A few running friends at work had become interested in the book-a-day idea, so my attempt on the Eastern Fells was done in company with Vince Devlin and Bryan Hardaker. We parked under Great Mell Fell at 3.30am, and ran over the northern outliers of the group. At that time of the morning, the wildlife was out in force, and we’d seen a badger, fox, deer and hedgehog by the time we made Gowbarrow Fell. We went well over the good running down the northern Helvellyn ridge, and were greeted on Helvellyn itself by a surprise - a group of scouts, brewing up refreshments to sell as a fundraiser. We were their first customers! We left our gear on top while we went down for Nethermost and Dollywaggon, then on over Castycam, down to the foot of Sheffield Pike then over this and Glenridding Dodd to Glenridding.
The long detours to take in outliers had taken their toll, and, by the time we had our rest stop in Glenridding, Bryan was feeling the strain. He hung on gamely up the hot climb over Arnison Crag, but decided to give it best on Birks. Vince and I carried on, over Saint Sunday Crag, Fairfield and then on over the intricate route south to Low Pike. Every summit seems to have an outlier on this section, entailing much descent and reascent from the main spine. Vince was leaving me in descent, but I was passing him on the climbs, so we managed to stick more-or-less together as we took in the final dispiriting section, down into Rydal then over Nab Scar to Greatrigg Man, then the long sweeping descent from Stone Arthur to The Swan, where we were met by Bryan at 10:30pm.
**The Far Eastern Fells**
- **17,000 ft 54 miles - 19 hours**
This was the scene of my greatest number of failed attempts. On one occasion, I never got further than 5 feet from my bed - I smacked my foot on the open wardrobe door as I stumbled to get ready in the dark, and the resulting 5p-sized hole put paid to that attempt! On another occasion, Jim Whiting and I stumbled heroically for 30 miles in continuous rain and gales, to be met by a surprised Vince on High Street, where we called it a day.
Finally, though, Vince and I set out early one May for our successful assault. We left one car under Hallin Fell, then drove round to Mardale. Conditions weren’t promising as we made our way round the Kentmere Fells - a biting cold wind sapped the strength, but the summits came fairly easily underfoot, and by the time we got to Limefitt Park at 8:30am, we had a good tally of 14 tops under our belts. Only 21 to go! By the time we reached High Street, the pivot of the walk, we’d only just reached my previous furthest point, and still had 25 miles left. The northern section proved tough; once again, the detours to take in subsidiary summits were psychologically demanding, and the relatively short climb up Place Fell seemed about as much as I could manage. I couldn’t give in so close to the end, though, so I somehow kept going over the valley-level descent of Beda Fell to Martindale then back up into the northern High Street fells, over Loadpot Hill and Bonscale Pike, and a final struggle up the normally benign slopes of Hallin Fell in the near-dark, to the boom-box accompaniment of partying kids parked at the Hause.
**The Southern Fells**
- **21,000 ft 55 miles 21 hours**
I saved the toughest book till last. I had one failed attempt, when I’d cycled in the wee small hours from Hardknott to Wasdale, then ran over The Screees, Scafell and Bowfell before aborting and returning to the car. I turned up at work at 9am, to the amusement of my colleagues, having had no sleep and six hours in the fells.
I took a slightly different approach for the next attempt, where I started off over Hard Knott Fell at 1am, before heading south over Harter and Green Fells. Crossing the Duddon Valley at about 4am, I fell into a waist-deep bog, which was a definite low point. My spirits were lifted on Dow Crag by the rising sun, and the sight of every fell group but mine in thick cloud. A stiff breeze helped me on my way as I ran over the Coniston group.
I’d hidden breakfast by the Coniston road on the drive out, and I ate it in the morning sun on top of Black Fell. It was a very pleasant walk over Lingmoor Fell, with Little Langdale a hive of haymaking activity. I returned to the higher fells via Pike O’Blisco, and then over the Bowfell group to retrieve a bag of food I’d placed on Rossett Pike the day before (OK, I cheated!). Then commenced the worst section, a long, long descent over Glaramara to Rosthwaite Fell, before an equally long climb back up - a round trip of about 10 miles from Esk Hause, for a measly three tops. There remained a trip over the highest fells of all, and Broad Stand, before the final long, tiring anti-climactic run over The Screees to finish on Whin Rigg at about 10pm. From Whin Rigg, I had to get back to the car at Hardknott - another 3 fell miles then a 7-mile road walk. I wished I’d left a bike somewhere, but finally reached the car at 1am, 24 hours after setting off, then - rather stupidly - drove home. That drive was an epic in itself, white lines turning into snakes as I fought that dream-state familiar to many who have trudged up Newlands at about 11pm after their long day in the hills! I then lay wide awake in bed, too stiff and tired to sleep!
Colleagues smirk; friends shake their heads; even Wainwright himself would not be impressed - the hills are strictly for leisurely enjoyment, in his view, and what possible pleasure could there be in charging round them like an idiot? But of course there’s a point, if it brings pleasure: these days were some of the best - certainly the most memorable - of my life. Pottering about is enjoyable too, but there’s a satisfaction in going too far which is only discernible to a peculiar few.
So, the whole lot in seven consecutive days, then? I don’t think so!
---
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**WANTED**
A copy of Bill Smith’s Studmarks on the Summits; also Judith’s Run by Phil Taylor and any back issues of The Fellrunner.
Paul Condon, 31 Wardley Avenue, Worsley, Manchester, M28 0HP
The Great Lakeland Trail Race
The inaugural GLTR was a three-day mountain race taking in all four of the Lake District’s 3,000’ peaks (Helvellyn, Scafell, Scafell Pike and Skiddaw) totalling about 85 miles with 20,000’ of ascent (and descent, of course!). Overnight gear was transported between campsites by the organisers so only light day packs were necessary. It was to be three days of truly memorable running.
The first day’s route was from Dockray, near Ullswater, to Dunnerdale via Helvellyn. After a typical Perratt start (ie. too fast!) due to a superb, runnable path nearly all the way up, I found myself half an hour up on schedule at Helvellyn summit before plunging down an awful steep, rocky path to Wythburn at the foot of Thirlmere. The manic descent gave my quads such a shock that they didn’t recover for a week! The next leg was up a lovely valley eventually degenerating into bog and tussocky grass and my only low point of the event, missing my wife and even my regular mountain running partner. (I much prefer to run with someone with whom to share the highs and lows of long-distance mountain running.)
After eventually getting to Ore Gap (between Bowfell and Esk Pike) still ahead of schedule it was now more or less down hill all the way. The run to Cockley Beck wasn’t bad but the last bit down Dunnerdale to the finish was something else. It looked a wonderful run down beside the river from the map but it was really uneven in places and I was so tired that I even walked some flat bits. I eventually finished spot on schedule! Then followed an afternoon and evening of carbo-loading (via the well-known technique of ‘stuffing your face!’) and chatting … mainly about fell running!
Day Two dawned bright and sunny. The first leg was a really nice wooded run over to Eskdale followed by the long haul up Scafell. It was pretty much a case of ‘head down and get on with it’. I got the clearest views I’ve ever had from Scafell before experiencing the most exciting bit of the weekend. There are three routes to Scafell Pike from here: Foxes Tarn (the only walkers’ route which is a long way down and back up again), Lord’s Rake (a narrow, slippery gully) and Broad Stand (a “moderate” grade rock climb). Four of us who had reached Scafell together decided to try the latter. Full-blown climbing routes aren’t easy in descent at the best of times but fell shoes and shot quads made it distinctly exciting!
The next leg involved hurtling down the twisty, rocky Corridor Route to Styhead Tarn and up Aaron Slack to Windy Gap (aren’t some of those names wonderful?) between Great and Green Gables. Then a nice runnable bit down beside a stream to Black Sail Youth Hostel, walking up to Scarth Pass (runnable except that it was hot and not a competitive race so I wimped!) then …
… a manic descent down the other side to Buttermere. I think it only took about five minutes but the guy I was with at the time (a real, roughy-toughy Yorkshire fell runner!) still got about a minute ahead of me! He wasn’t particularly fast on the flat, though, so I soon caught up with him along the edge of Buttermere and we ran in together, attracting some strange looks from passers-by. A very pleasant afternoon of sunbathing, chatting and, of course, serious carbo-loading followed. This campsite even had a shower in which 20p gave enough time to wash both body and kit!
The final day dawned with low cloud but what a day’s running it was to be. Over the Coledale fells to Braithwaite, all runnable apart from one steep haul up to a col, flat (really flat!) over the Derwent floodplain to the foot of Skiddaw and then the haul all the way up. On the open fellside it was pretty cold with wind, rain and very low visibility. I was wearing thermal top, windshirt, shorts and fell shoes and got some rather strange looks from walkers in full waterproofs, fleece jackets, walking boots and woolly hats! While I was hurtling down the other side a shrill, surprised Lancashire voice even loudly exclaimed: “He’s wearing shorts!”
The descent down to Threlkeld was reasonably runnable but the quads were most definitely pleading to be put out of their misery! Then followed a really nice few miles along the old railway line (and a frustrating few minutes trying to cross the B66 because I missed the turning underneath). The final leg followed the Old Coach Road back to Dockray (including overtaking a bunch of mountain bikers; very satisfying!) and the end of one of the best day’s running I have ever had.
It was a superb event and well worth getting stuck in Bank Holiday traffic on the way there. (It took me 6½ hours to drive up but only 5½ back.) I recorded the fastest overall time of 15 hours but no one ran it all and a few people walked most of it. I thoroughly recommend it to anyone who likes long-distance hill running and/or walking.
This year this event will be known as the Great Lakeland Challenge and will be held on May 1st. Details can be obtained from Joe Faulkner, Manor Barn West, Deepdale, Patterdale, CA11 0NS (SAE please).
Garry Perratt. Axe Valley Runners.
Animal, vegetable or mineral? Actually it's a bit of all three as this is about fit men and women (animal) running themselves senseless (vegetable) in pursuing their dreams and, just possibly, a bit of silverware in recognition (mineral). Anyone who takes up long distance running for fame or reward is seriously badly advised but out little sport has, for a long time, singled out one particular achievement each year and recognised it with the presentation of the FRA Long Distance Award.
Many may regard this as incidental to mainstream fell-running but to me, and I hope to others actively involved in the long distance scene, it is something cherished to strive for representing the approval and recognition of an achievement by ones peers.
1998 has thrown up some interesting dilemmas with regard to the long distance award and I want to use this as an opportunity to start a debate about some of those issues. How we award the trophy, what criteria are to be used, who is eligible and so on? I feel passionately about my sport and, because of that, I have strong views. What is needed, however, is that we balance the views of all those who have an interest. It may be that the consensus is for things to carry on as they do now. That's fine but it will still have been worthwhile to look at other options. This debate will only fail if no-one bothers to engage in it or cares any more about the award itself.
If you care about this, read what follows and write to me with your own thoughts before 15th April so that I can collect the "evidence" and draw some conclusions to be summarised and published in the next issue:
Mark Hartell, Cobblestones, Old Barnhill, Broxton, Nr Chester, CH3 9JL Or, for the technologically minded, email@example.com
How should the award be made?
At the moment, a form of committee operates. People on the committee are determined by Martin Stone and represent current exponents of long distance exploits, those who have done big things in the past and those like Fred Rogerson and Paddy Buckley who have been closely involved with the sport over many years.
Committee members are sent details of the achievements shortlisted for consideration and have, in the past been given guidance on how they should score or compare different ones.
Is this the only fair way to determine the award?
the current system is time consuming and requires a lot of effort from Martin Stone - chasing articles, sending out details, chasing responses etc. Are there any alternatives?
What criteria should be involved?
This is really a debate about what qualities we are trying to encourage or reward. Things like innovation, self reliance, determination all come into this as do the "hard numbers" aspects of the achievement in terms of miles run and feet climbed. Unlike the championship where there is a clear winner, long distance achievements will always be different in nature and difficult to compare. Is it important that we have a "system" so that everyone considers the achievements in the same way. I think it is but what should the categories be and what are their relative priorities. Think about the next generation of achievements and what your instinct says about which is the "greater" achievement, then try to analyse why you think that way. If one person runs 31 Munros in 24 hours in the same year that someone else solos a Winter Ramsay round or if someone knocks 15 minutes off Billy's record of 13hrs 54mins for the Bob Graham in the same year that a new route of 90 miles and 33,000 feet is accomplished in the NW highlands linking Torridon, Fisherfield, An Teallach and the Fannichs .....who wins then?
Hard Numbers - miles covered and feet climbed. How do we take account of the terrain?
Record - are absolute records important. Is it more meaningful to set a record for the Bob Graham (where many may have tried) than for a run only accomplished once before?
Innovation - are we serious about rewarding new ideas or is there a feeling that the natural lines have all been done, that rounds in less famous mountain areas will lead to a Leicestershire 24 hour round. Does that matter?
Self reliance - do we want to reward the solo runner or those with minimal backup? Certainly any of the big 24 hour rounds (Lakes 78, 30 Munros) are unlikely to be done this way.
Determination - is it a good thing if someone succeeds after earlier failure. It is an admirable quality but does it "score points"?
Entertainment value - should the quality of the write-up be assessed. It's the only way those who weren't there get to find out and can act as the source for inspiration to others but should runners be assessed on their literary abilities?
What achievements should be eligible?
Or, more pertinently, what should not? The award is simply titled the "Long Distance Award" but it is the FRA Long Distance Award and so we might think that it should only go to fell-running achievements. This would rule out Martin Moran and Simon Jenkins for their traverse of all the 4000 metre Alpine peaks in 63 days. An achievement which captivated the imagination of many and undoubtedly utilised many of the principles so essential to success at long distance - speed, travelling light and being prepared to assess risks. Similarly it may rule out the fantastic achievement of Dave Sleath who knocked over 5 hours off the record for the non-motorised three peaks traverse (Snowdon, Scafell Pike and Ben Nevis, cycling in between). I think that any achievement including mountain/fell running should be eligible but must be assessed against the same criteria and must be largely or entirely non-motorised. This would rule out Adrian Belton and his 24 hour traverse of the summits of Britain and Ireland and it would rule out any form of racing over established routes such as running up and driving between the 3 peaks.
It seems sensible to stipulate that for an achievement to be considered, there needs to be enough written about the achievement for it to be properly assessed. Surely, encouraging people to spend just a couple of hours writing up the achievement they toiled for thousands of hours to attain can only be a good thing. It gives the rest of us something to read on the long winter evenings and ensures that what has gone before is properly recorded for those who come after.
Performances in events have not to date been considered but should they be? Mark Seddon has just won the Karrimor for the 6th time in a row which is a fine
achievement but would anybody have considered giving the award to Jos 20 years ago when he won 9 Ennerdale races? I don’t think so. What is long distance anyway, could a new Skye Ridge record (about 4 hours) be considered - I think not, should the fastest traverse of the Scottish 4000 ft mountains, cycling in between (about 12 hours) count - I think not. If not, then it’s not a great leap to the fastest Bob Graham (13hrs 54) - would breaking that record be worthy? - I think so but recognise the inconsistency in my thinking!! Should the award consider relative achievements or absolute ones? Brian Leathiley accomplished a Bob Graham round on his 4th attempt at the age of 66 last year. That is a fantastic achievement for a man of 66 but the standard BG round sees around 40 successful attempts every year.
Should ladies be considered just because they are ladies? Nicky Lavery completed a Bob Graham in winter but this was the second one (Alison Crabb being the slightly controversial first). Ladies have won or been in contention several times for outright achievement irrespective of gender - Anne Stentiford for her overall record on the Welsh Classical Round, Helene Diamantides for 3 rounds in one summer - so do they need special consideration? I don’t think so. Should an achievement overseas be considered - Helene and Alison for their run from Everest Base Camp to Kathmandu, for example. If that is allowed, what about an achievement in Britain but by a foreigner (what if Reinhold Messner were to come over and solo the first winter Ram say Round?)
Finally, in a “quiet” year, should the award be made irrespective of the calibre of achievement and is this fair to those who come “second” in a year of superlatives? I hope this provokes enough thought to prompt a letter.
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Martin Stone’s
Long Distance News Summary
There is nothing to report so far this Winter although I believe plans are afoot to tackle a sub 24 hour Winter traverse of Ramsay’s Round in the Lochaber region of Scotland. Of the three “National” 24 Hour mountain rounds - Bob Graham, Paddy Buckley’s Welsh Classical Round and Ramsay’s Round, a 24 hour Winter traverse of Ramsay’s Round has as yet proved elusive despite about half a dozen attempts over the past 10 years. It is without doubt, potentially, the most serious of the three routes in view of the height, snow & ice conditions and precipitous nature of many parts of the route - not to be undertaken lightly!
Do please keep sending me details of long runs for the record books and so that you may be considered for the 1999 Long Distance Award.
LONG DISTANCE AWARD 1998
The panel of long distance ‘enthusiasts’ voted for Yiannis Tridimas who completed an inaugural round of 47 peaks, 72 miles and 24,000 feet in the Meirionnydd area of North Wales. The award was presented to Yiannis at the FRA Annual Dinner Dance last November by Jon Broxap, who still holds the 10 year old Scottish Munros record for his 80 mile traverse in the Cluanie/Affric area of 28 Scottish Munros in 1988.
I keep a register of Long Distance Individual Fell Records and rely on those who set new records to keep me informed by supplying a schedule of times and a short article about their run. In the autumn, a panel of long distance ‘enthusiasts’ examines details of outstanding performances and a suitable recipient of the award will be chosen. Please send a schedule and details of any record-breaking run to:
Martin Stone, Sleagill Head Farm, SLEAGILL, PENRITH CA10 3HD, Tel: 01931 714106/107 FAX, EMAIL: email@example.com
BOB GRAHAM CLUB
ACHIEVEMENT OF THE YEAR
AWARD 1997/98
The Club presents an annual award to a member of the club who has completed the most outstanding long distance mountain running achievement/s. The award year runs from 1st May 1997 to 30th April 1998 and it was presented to Mark Hartell, whose achievement in June 1997 marked a milestone in the history of Lakeland and was very close to the heart of the Bob Graham Club. At his 3rd attempt and in far from ideal weather conditions he undoubtedly completed the run of the decade by increasing the Lakeland 24 Hour Record from 76 to 77 Peaks with the addition of Catsty Cam.
To be eligible for the award, the member MUST BE NOMINATED by a friend or someone who witnessed the event. The nomination should include a description of the challenge, a schedule and reasons why the achievement merits the award. Nominations for the 1998/99 award should be sent by June 1999 to:
Mr Fred Rogerson, Tethers End, Lindeth, Windermere, Cumbria - Tel 015394 44586
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INFORMACJA
O STANIE GOSPODARKI
WOJEWÓDZTWA WIELKOPOLSKIEGO
2018/2019
Poznań, wrzesień 2019 r.
| Spis treści | s. |
|----------------------------------------------------------------------------|----|
| Uwagi metodologiczne | 3 |
| Sytuacja społeczno-gospodarcza Polski | 3 |
| Sytuacja społeczno-gospodarcza województwa wielkopolskiego | 5 |
| Wybrane wskaźniki statystyczne województwa wielkopolskiego | 7 |
| Podmioty gospodarki narodowej w województwie wielkopolskim | 10 |
| Rynek pracy i wynagrodzenia w województwie wielkopolskim | 16 |
| Atrakcyjność inwestycyjna województwa wielkopolskiego | 25 |
| Literatura | 27 |
UWAGI METODOLOGICZNE
Informacja o stanie gospodarki województwa wielkopolskiego 2018/2019 obejmuje okres sprawozdawczy 18 miesięcy (01.01.2018 r. – 30.06.2019 r.). Podyktowane to zostało koniecznością dostosowania przedstawianego materiału do kalendarza prac Komisji Gospodarki SWW. Fakt ten przyczynił się do rozszerzenia pierwotnego materiału o nowe ramy czasowe. Tegoroczny raport wzbogacony został o szczegółową informację o cudzoziemcach na wielkopolskim rynku pracy, które to zjawisko wymaga prowadzenia stałych studiów analitycznych. Największy problem stanowiło uzyskanie wiarygodnych danych statystycznych odnoszących się do podstref wielkopolskich SSE ze względu na brak informacji źródłowej.
Przy opracowywaniu raportu wykorzystane zostały dostępne materiały statystyczne urzędów statystycznych krajowych oraz europejskiego (EUROSTAT), jak również opracowania własne sporządzone w b. Zespole ds. Analiz Departamentu Gospodarki (DRG-V-2) w pierwszej połowie 2019 r. oraz bieżąco na potrzeby redakcyjne raportu.
SYTUACJA SPOŁECZNO-GOSPODARCZA POLSKI
W 2018 r. utrzymała się silna dynamika wzrostu gospodarczego kraju. Gospodarka jest od kilku lat w fazie silnej ekspansji. Realny PKB wzrósł w 2018 r. o 5,1% (wobec 4,8% w 2017 r.). Szczytowy punkt cyklu koniunkturalnego osiągnięto najprawdopodobniej w połowie 2018 r. Popyt krajowy (zwłaszcza spożycie i popyt inwestycyjny) pozostaje nadal głównym motorem realnego PKB. Wpływ eksportu netto był neutralny. Spożycie ogółem było wyższe niż przed rokiem o 4,3% (wobec wzrostu o 4,5% w 2017 r.), w tym spożycie w sektorze gospodarstw domowych zwiększyło się o 4,5%. Akumulacja brutto wzrosła o 9,2%, tj. w większym stopniu niż przed rokiem (6,2%). Tempo wzrostu nakładów brutto na środki trwałe przyspieszyło do 7,3% (z 3,9% w 2017 r.). Popyt krajowy zwiększył się o 5,3% (przed rokiem wzrost o 4,9%). Wartość dodana brutto w gospodarce narodowej wzrosła w większym stopniu niż przed rokiem (5,0% wobec 4,7%). Znacznie przyspieszył wzrost wartości dodanej brutto w budownictwie (do 17,0% z 6,5% w 2017 r.). Tempo wzrostu w przemyśle (5,5%) i handlu, naprawie pojazdów samochodowych (4,8%) było zbliżone do notowanego przed rokiem, a w transporcie i gospodarce magazynowej – wyższe (9,2% wobec 7,2% w 2017 r.).
Od dekady trwa nieprzerwany i szybki wzrost polskiej gospodarki. W ciągu dziesięciu lat poprzedzających 2018 r. gospodarka Polski zwiększyła się o 37%, tzn. rosta niemal trzy razy szybciej niż gospodarka strefy euro. Rok 2018 był 27. z kolei rokiem, w którym odnotowano wzrost PKB. W 2017 r. PKB na mieszkańca osiągnął poziom 70% średniej UE (przy uwzględnieniu różnic w poziomach cen między krajami), podczas gdy dekadę wcześniej było to 55%. Jest to duże osiągnięcie nie tylko w skali europejskiej, ale też światowej. Przyczyniły się do niego różne czynniki: reformy rozpoczęte po 1989 r. i kontynuowane przez ćwierć wieku, dzięki którym ustanowiono silne instytucje i rządy prawa, odpowiedzialna polityka makroekonomiczna, poprawa systemu edukacji oraz zapobiegnięcie powinienni się dużych nierówności. Ważną rolę we wszystkich tych obszarach odegrały integracja z UE i fundusze unijne. Według wstępnego szacunku produkt krajowy brutto (PKB) w 2018 roku był realnie wyższy o 5,1% w porównaniu z 2017 r., wobec 4,8% w 2017 (w cenach stałych roku poprzedniego).
Wartość dodana brutto w gospodarce narodowej w 2018 r. wzrosła o 5,0% w porównaniu z 2017 r., wobec wzrostu o 4,7% w 2017 r. Wartość dodana brutto w przemyśle w 2018 r. wzrosła o 5,5% w porównaniu z 2017 r., wobec wzrostu o 5,2% w 2017 r. Wartość dodana brutto w budownictwie w 2018 r. w porównaniu z rokiem 2017 wzrosła o 17,0%, wobec wzrostu o 6,5% w 2017 r. Wartość dodana brutto w handlu i naprawach w 2018 r. w porównaniu z rokiem poprzednim wzrosła o 4,8%, wobec wzrostu o 4,9% w 2017 r. Wartość dodana brutto w transporcie i gospodarce
magazynowej w 2018 r. w porównaniu z rokiem poprzednim wzrosła o 9,2%, wobec wzrostu o 7,2% w 2017 r. W 2018 r. popyt krajowy wzrósł realnie o 5,3% przy wzroście PKB o 5,1%. W 2017 r. popyt krajowy wzrósł o 4,9% przy wzroście PKB o 4,8%. Spożycie ogółem w 2018 r. przekroczyło poziom z 2017 r. o 4,3%, w tym spożycie w sektorze gospodarstw domowych o 4,5% (w 2017 r. odpowiednio wzrost: o 4,5% oraz o 4,9%). Akumulacja brutto w 2018 r. w porównaniu z rokiem poprzednim wzrosła realnie o 9,2%, w tym nakłady brutto na środki trwałe wzrosły o 7,3% (w 2017 r. wzrost odpowiednio o 6,2%, oraz o 3,9%). Stopa inwestycji w gospodarce narodowej (relacja nakładów brutto na środki trwałe do produktu krajowego brutto w cenach bieżących) w 2018 r. wyniosła 18,1%, wobec 17,7% w 2017 r.
Rynek pracy w 2018 r. W 2018 r. obserwowano dalszą poprawę sytuacji na rynku pracy. Liczba pracujących w gospodarce narodowej oraz przeciętne zatrudnienie w sektorze przedsiębiorstw wzrosły, choć w nieco mniejszym stopniu niż w poprzednim roku. Stopa bezrobocia rejestrowanego obniżyła się w porównaniu z notowaną w końcu 2017 r. Wzrost przeciętnych miesięcznych nominalnych i realnych wynagrodzeń brutto w sektorze przedsiębiorstw umocnił się i był najszybszy w okresie ostatnich dziesięciu lat.
Spożycie prywatne było główną siłą napędową wzrostu gospodarczego. Wzrost spożycia prywatnego o 4,9% w 2017 r. i o 4,5% w 2018 r. był możliwy dzięki korzystnej sytuacji na rynku pracy, optymizmowi konsumentów, łatwemu dostępowi do kredytów i niskiej inflacji. W 2017 r. widoczne były skutki zwiększenia transferów fiskalnych, ale wygasły one od 2018 r. W 2018 r. spożycie prywatne rosło szybciej niż realne dochody do dyspozycji, co doprowadziło do spadku stopy oszczędności gospodarstw domowych do najniższego jak dotąd poziomu szacowanego na 0,9% dochodu do dyspozycji. W 2018 r. postępowało stopniowe ożywienie inwestycji. Za ogólnym wzrostem inwestycji o 7,3% stał przede wszystkim boom w inwestycjach publicznych, stymulowany przez rosnące wykorzystanie funduszy UE. Wzrost inwestycji prywatnych był wciąż dodatni, ale stosunkowo słaby.
Handel zagraniczny w 2018 r. Dynamika obrotów była słabsza niż w 2017 r. Wymiana zamknęła się ujemnym saldem (wobec dodatniego przed rokiem). Obroty towarowe zwiększyły się ze wszystkimi grupami krajów, najbardziej z krajami Europy Środkowo-Wschodniej. Wskaźnik terms of trade ogółem w okresie styczeń–listopad 2018 r. kształtał się niekorzystnie (wobec korzystnej relacji przed rokiem). Struktura eksportu jest w dalszym ciągu bardzo zróżnicowana, a Polska włącza się coraz bardziej w globalne łańcuchy produkcji. Widoczny jest długoterminowy trend w kierunku zacieśniania integracji z globalnymi łańcuchami produkcji, zwłaszcza tymi skoncentrowanymi w Niemczech. Udział Republiki Federalnej Niemiec w łącznym eksporcie z Polski wzrósł do około 28% w pierwszych trzech kwartałach 2018 r. Jednocześnie można zaobserwować stopniową zmianę struktury eksportu w ramach tych łańcuchów na korzyść zaawansowanych technologicznie produktów o wysokiej jakości. W efekcie wartość jednostkowa eksportu dóbr zaopatrzeniowych i dóbr inwestycyjnych rośnie szybciej niż w przypadku większości innych państw z regionu. Polska jest coraz bardziej zintegrowana z gospodarką światową. Saldo obrotów bieżących Polski jest bliskie równowadze, a zadłużenie zagraniczne netto zmalało w 2018 r. Struktura eksportu pozostaje w dalszym ciągu bardzo zróżnicowana, przy czym stopniowo zmienia się na rzecz zaawansowanych technologicznie produktów o wysokiej jakości, do czego przyczynia się w pewnym stopniu postępujący proces włączania się polskich firm w globalne łańcuchy produkcji.
Przewiduje się, że w 2019 r. wzrost pozostanie zbliżony do wzrostu potencjalnego, po czym spowolni w 2020 r. Korzystna sytuacja na rynku pracy, dobre nastroje konsumentów i wzrost akcji kredytowej na rzecz gospodarstw domowych powinny dalej stymulować spożycie prywatne. Będzie ono jednak prawdopodobnie rosło w wolniejszym tempie niż miało to miejsce w rekordowych pod tym względem latach 2017–2018, ponieważ wyższa inflacja zmniejsza realne dochody do dyspozycji. Prognozowany jest dalszy wzrost publicznych wydatków inwestycyjnych, który będzie wspierany przez fundusze unijne. Jego dynamika spowolni jednak w porównaniu z 2018 r., gdy stopa wzrostu była wysoka. Przewiduje się, że inwestycje prywatne będą się stopniowo zwiększać. Prognozy wskazują, że silny
popyt krajowy przełoży się na wzrost importu. Wielkość eksportu powinna rosnąć, chociaż w wolniejszym tempie niż w ostatnich latach, ze względu na nieco gorsze perspektywy światowej gospodarki i handlu międzynarodowego.
W przyszłości duży wpływ na wzrost potencjalny będą mieć trendy migracyjne i zmiany w zakresie umiejętności. Liczba ludności w wieku produkcyjnym (15–74 lat) powoli maleje od 2008 r. Przewiduje się, że trend ten utrzyma się w nadchodzących dziesięcioleciach. Według prognoz liczba ludności w wieku produkcyjnym spadnie o około 18% w latach 2015–2050. W przyszłości na zmiany liczby ludności w wieku produkcyjnym będą prawdopodobnie w coraz większym stopniu wpływać przepływy migracyjne. Jednocześnie to, czy uda się wykorzystać istniejący potencjał, aby zwiększyć aktywność ekonomiczną, będzie zależeć od takich czynników jak odpowiednie inwestycje w umiejętności.
**SYTUACJA SPOŁECZNO-GOSPODARCZA WOJEWÓDZTWA WIELKOPOLSKIEGO**
Ludność aktywna zawodowo w IV kwartale 2018 r. stanowiła 58,7% ludności w wieku 15 lat i więcej. W porównaniu z III kwartałem 2018 r. wskaźnik ten zmniejszył się o 1,2 p. proc., natomiast w odniesieniu do IV kwartału 2017 r. zwiększył się o 1,5 p. proc.
W IV kwartale 2018 r. w województwie wielkopolskim zbiorowość aktywnych zawodowo liczyła 1643 tys. osób, tj. o 2,4% więcej niż w analogicznym kwartale 2017 r. Zbiorowość pracujących, licząca 1595 tys. osób, w ciągu roku zwiększyła się o 3,0%. Biernych zawodowo było natomiast 1157 tys., co w skali roku oznacza spadek o 3,7%, a liczba bezrobotnych wynosiła 49 tys., czyli o 12,5% mniej niż w IV kwartale 2017 r.
Stosunek liczby osób niepracujących do pracujących polepszył się w ujęciu rocznym. W IV kwartale 2018 r. w województwie wielkopolskim na 1000 pracujących przypadło 756 niepracujących (783 w miastach i 725 na wsi), podczas gdy w analogicznym kwartale 2017 r. – 812 (odpowiednio 788 i 843). W kraju współczynnik ten ukształtował się na poziomie 853 wobec 864 przed rokiem.
W IV kwartale 2018 r. aktywni zawodowo stanowili 58,7% ogółu ludności województwa wielkopolskiego w wieku 15 lat i więcej, tj. o 1,5 p. proc. więcej niż przed rokiem (największy roczny wzrost wśród województw). W kraju współczynnik aktywności zawodowej zmniejszył się o 0,1 p. proc. w stosunku do IV kwartału 2017 r. i wyniósł 56,1%. Pod względem wielkości współczynnika aktywności zawodowej wielkopolskie zajmowało drugą lokatę wśród wszystkich województw, najwyższą jego wartość zanotowano w województwie mazowieckim (60,3%; wzrost o 0,8 p. proc. w stosunku do IV kwartału 2017 r.). Najniższą wartość wskaźnika zaobserwowano w województwie warmińsko-mazurskim (51,9%; spadek o 1,9 p. proc.). Współczynnik aktywności zawodowej przyjmuje zróżnicowane wartości w zależności od płci. W IV kwartale 2018 r. współczynnik ten w zbiorowości mężczyzn kształtował się na poziomie 68,7%, podczas gdy w przypadku kobiet wynosił 49,4%. Dystans dzielący te dwie wielkości sięgał 19,3 p. proc. i zmniejszył się w skali roku (o 2,1 p. proc.). Mniej zróżnicowane były wartości współczynnika aktywności zawodowej ludności w miastach i na wsi (odpowiednio 57,8% wobec 59,8%). W stosunku do IV kwartału 2017 r. wskaźnik dla ludności miejskiej zwiększył się o 0,1 p. proc., a dla ludności wiejskiej – o 3,3 p. proc.
W IV kwartale 2018 r. w województwie wielkopolskim liczba pracujących wynosiła 1595 tys., tj. o 46 tys. (o 3,0%) więcej niż w analogicznym kwartale 2017 r. (wśród kobiet wzrost liczby pracujących wyniósł 5,6%, a w grupie mężczyzn – o 1,1%). W badanej zbiorowości większość stanowili mężczyźni; w IV kwartale 2018 r. ich udział kształtował się na poziomie 56,4% (wobec 57,4% przed rokiem). Liczba pracujących mieszkańców wsi w skali roku zwiększyła się o 7,3%, natomiast wśród mieszkańców miast
zanotowano w tym czasie spadek 0,6%. Osoby w wieku produkcyjnym stanowiły 96,6% zbiorowości pracujących.
Zwiększyła się liczba pracodawców i pracujących na własny rachunek niezatrudniających pracowników (o 5,1% do 311 tys.), a udział tej kategorii pracujących w ciągu roku zwiększył się o 0,4 p. proc. do 19,5%. Liczba pomagających członków rodzin ukształtowała się na poziomie 59 tys. (wzrost o 73,5% w stosunku do IV kwartału 2017 r.); w grupie tej większość stanowili mieszkańcy wsi (50 tys., tj. 84,7%).
Pracujący w sektorze prywatnym w IV kwartale 2018 r. stanowili 82,7% ogółu pracujących, czyli o 0,9 p. proc. więcej niż przed rokiem. Odsetek pracujących w rolnictwie indywidualnym zwiększył się w tym czasie o 2,4 p. proc. i wynosił 9,7%. W strukturze pracujących według grup zawodów najliczniejszą zbiorowość stanowili robotnicy przemysłowi i rzemieślnicy (17,9%) oraz specjaliści (17,6%). W grupie mężczyzn odsetek robotników przemysłowych i rzemieślników był większy i sięgał 27,9%. Wśród kobiet dominowały dwie kategorie zawodów: specjaliści (25,1%) oraz pracownicy usług i sprzedawca (20,4%).
W 2018 r. w województwie wielkopolskim utrzymała się tendencja wzrostowa przeciętnego miesięcznego zatrudnienia w sektorze przedsiębiorstw, obserwowana w odniesieniu do analogicznego okresu poprzedniego roku. Stopa bezrobocia rejestrowanego obniżyła się w stosunku do poziomu notowanego przed rokiem i wciąż pozostaje najniższa w kraju.
**Przeciętne zatrudnienie w sektorze przedsiębiorstw** w grudniu 2018 r. wyniosło 772,2 tys. osób i w porównaniu z listopadem wzrosło o 0,3%, a w odniesieniu do grudnia poprzedniego roku zwiększyło się o 3,2%. W grudniu 2017 r. notowano wzrost zatrudnienia o 0,4% w skali miesiąca i o 7,1% w stosunku rocznym. W końcu grudnia 2018 r. **liczba bezrobotnych zarejestrowanych** w urzędach pracy wyniosła 50,9 tys. osób i była o 0,6 tys. (o 1,1%) większa niż w poprzednim miesiącu, ale o 8,0 tys. (o 13,6%) mniejsza niż w grudniu 2017 r. Kobiety stanowiły 61,8% ogółu zarejestrowanych bezrobotnych (przed rokiem 60,8%).
W 2018 r. w działalności przemysłowej przedsiębiorstw dominowały cztery działy specjalizujące się w produkcji: artykułów spożywczych (20,2% wartości produkcji sprzedanej przemysłu całego województwa, wobec 18,8% w 2018 r. i 20,3% w 2017 r.), pojazdów samochodowych, przyczep i naczep (16,7% wobec 16,4% przed rokiem), mebli (8,1% wobec 7,6% w grudniu 2017 r.) oraz urządzeń elektrycznych (6,9% tak samo jak przed rokiem).
**Wydajność pracy w przemyśle**, mierzona wartością produkcji sprzedanej przeliczoną na jednego zatrudnionego, w grudniu 2018 r. wyniosła 39,7 tys. zł (w cenach bieżących), tj. o 7,0% mniej (w cenach stałych) niż przed rokiem, przy wzroście przeciętnego zatrudnienia o 2,4% i przeciętnego miesięcznego wynagrodzenia brutto o 4,1%. W całym roku 2018 wartość produkcji sprzedanej przemysłu wyniosła 173763,5 mln zł (w cenach bieżących) i była o 2,5% (w cenach stałych) większa niż w okresie styczeń-grudzień 2017 r. (przed rokiem wzrost sprzedaży wyniósł 7,9%). Wzrost wartości odnotowano w przedsiębiorstwach zajmujących się dostawą wody; gospodarowaniem ściekami i odpadami; rekultywacją (o 6,8%) oraz przetwórstwem przemysłowym (o 2,8%). Spadek produkcji dotyczył górnictwa i wydobycia (o 12,3%) oraz wytwarzania i zaopatrywania w energię elektryczną, gaz, parę wodną i gorącą wodę (o 5,4%).
**Wydajność pracy w budownictwie**, mierzona wartością produkcji sprzedanej na 1 zatrudnionego w tej sekcji, w grudniu 2018 r. kształtowała się na poziomie 81,0 tys. zł, tj. o 16,3% wyżej aniżeli przed miesiącem i o 18,7% wyżej niż przed rokiem. Przeciętne zatrudnienie w przedsiębiorstwach budowlanych w stosunku do listopada 2018 r. nieznacznie wzrosło (o 0,1%), a w relacji do grudnia 2017 r. zmniejszyło się (o 0,2%). Przeciętne miesięczne wynagrodzenie brutto w tej sekcji wzrosło w tym czasie odpowiednio o 10,0% i o 16,9%.
Wartość **produkcji budowlano-montażowej** w grudniu 2018 r. wyniosła 1409,8 mln zł, tj. o 28,1% więcej niż przed miesiącem i o 26,0% więcej niż przed rokiem (w grudniu 2017 r. wartości produkcji budowlano-montażowej wzrosła o 44,7% w ujęciu miesięcznym i o 21,2% w skali roku). W ogólnej
wartości produkcji sprzedanej budownictwa w grudniu 2018 r. produkcja budowlano-montażowa stanowiła 47,5%, tj. o 4,3 p. proc. więcej niż przed miesiącem i o 2,8 p. proc. więcej niż przed rokiem. W generowaniu wartości produkcji budowlano-montażowej województwa wielkopolskiego w grudniu 2018 r. zdecydowanie dominowały przedsiębiorstwa, zajmujące się budową obiektów inżynierii lądowej i wodnej (53,7% wartości produkcji).
Wartość sprzedaży detalicznej (w cenach bieżących) zrealizowanej przez przedsiębiorstwa handlowe i niehandlowe w województwie wielkopolskim w grudniu 2018 r. wzrosła o 17,0% w stosunku do listopada i o 8,9% w porównaniu z grudniem 2017 r. (przed rokiem wzrost wartości sprzedaży w ujęciu miesięcznym wyniósł 19,2%, a w stosunku rocznym 9,8%). W porównaniu z grudniem 2017 r. najbardziej zwiększyła się sprzedaż detaliczna mebli oraz sprzętu RTV i AGD (o 51,1%) oraz farmaceutyków, kosmetyków i sprzętu ortopedycznego (o 15,7%).
W całym roku 2018 wartość sprzedaży detalicznej zwiększyła się o 9,9% (przed rokiem o 9,3%). Największy wzrost dotyczył sprzedaży mebli oraz sprzętu RTV i AGD (o 49,1%), a także sprzedaży paliw (o 22,8%), natomiast spadek sprzedaży w skali roku zanotowano w przypadku prasy i książek oraz pozostałej sprzedaży w wyspecjalizowanych sklepach (o 1,5%).
Wartość sprzedaży hurtowej jednostek handlowych zrealizowanej w 2018 r. była o 10,8% większa niż w 2017 r., w tym w przedsiębiorstwach handlu hurtowego zwiększyła się o 8,2% (w 2017 r. wzrost wyniósł odpowiednio 15,8% i 16,1%).
W 2018 r. przedsiębiorcy ze wszystkich rodzajów prowadzonej działalności gospodarczej oceniali koniunkturę korzystnie. Zdecydowanie najkorzystniejsze opinie formułowali podmioty z sekcji informacja i komunikacja (wskaźnik ogólnego klimatu koniunktury w tej sekcji wyniósł w końcu 2018 r. 28,8) oraz zakwaterowanie i gastronomia (37,7 w styczniu 2018 r.). Największe trudności w prowadzeniu działalności gospodarczej związane były z kosztami zatrudnienia (60,7% w grudniu 2018 r. wobec 60,2% w 2017 r.). W porównaniu z 2017 r. wyraźnie spadła uciążliwość barier związanych ze zbyt dużą konkurencją firm krajowych (z 36,7% do 20,3%) i niepewnością ogólnej sytuacji gospodarczej (z 37,8% do 25,2%)
**WYBRANE WSKAŹNIKI STATYSTYCZNE WOJEWÓDZTWA WIELKOPOLSKIEGO**
*(w porównaniu z innymi województwami)*
**Liczba ludności wg stanu 31.12.2018 r. (*)**
POLSKA – 38 386,0 mln
1) województwo mazowieckie – 5403,4 mln
2) województwo śląskie – 4533,6 mln
3) **województwo wielkopolskie – 3493,9 mln**
4) województwo małopolskie – 3400,6 mln
5) województwo dolnośląskie – 2901,2 mln
(*) Względem roku 2018, liczba ludności Polski wg stanu w dniu 01.01.2019 r. zmniejszyła się o 22 410 osób (liczba ludności w odniesieniu do ubiegłorocznej, przyjmując rok poprzedni za 100, wyniosła 99,9). W porównaniu ze zmianą liczby ludności w roku 2018 względem 2017 (przyrost 556 osób) nastąpił znaczący spadek liczby ludności. Odnosząc zmiany w liczbie ludności do poszczególnych województw, największy spadek odnotowało woj. śląskie (minus 14 615, 99,7), a największy przyrost woj. mazowieckie (18 795 osób, 100,3).
Liczba podmiotów gospodarki narodowej (bez osób fizycznych prowadzących wyłącznie indywidualne gospodarstwo rolne) wg stanu 31.12.2018 r./30.06.2019 r.
| Województwo mazowieckie | 816 423 | 836 698 |
| Województwo śląskie | 472 498 | 480 300 |
| Województwo wielkopolskie | 429 658 | 439 322 |
| Województwo małopolskie | 391 539 | 402 401 |
| Województwo dolnośląskie | 375 294 | 383 753 |
Liczba spółek handlowych (w tym: z udziałem kapitału zagranicznego)
wg stanu 31.12.2018 r./30.06.2019 r.
| Województwo mazowieckie | 159 027 (31 618) | 164 635 (32 384) |
| Województwo śląskie | 49 826 (5 511) | 50 941 (5 469) |
| Województwo wielkopolskie | 49 137 (5 926) | 50 642 (6 004) |
| Województwo dolnośląskie | 41 929 (6 512) | 43 425 (6 605) |
| Województwo małopolskie | 41 526 (5 642) | 42 902 (5 760) |
Przeciętne zatrudnienie w sektorze przedsiębiorstw wg stanu 31.12.2018 r./30.06.2019 r.
| Województwo mazowieckie | 1 577 400 | 1 599 300 |
| Województwo śląskie | 775 600 | 796 300 |
| Województwo wielkopolskie | 772 200 | 792 400 |
| Województwo małopolskie | 498 600 | 525 000 |
| Województwo dolnośląskie | 484 100 | 495 300 |
Stopa bezrobocia rejestrowanego (liczba bezrobotnych) wg stanu 31.12.2018 r./30.06.2019 r.
| Województwo wielkopolskie | 3,1% (50 900) | 2,8% (46 200) |
| Województwo śląskie | 4,3% (80 100) | 3,9% (72 400) |
| Województwo małopolskie | 4,7% (71 500) | 4,2% (64 100) |
| Województwo pomorskie | 4,9% (46 100) | 4,4% (41 800) |
| Województwo mazowieckie | 4,9% (136 500)| 4,5% (126 600) |
Przeciętne miesięczne wynagrodzenie brutto w sektorze przedsiębiorstw
grudzień 2018 r./czerwiec 2019 r.
| Województwo mazowieckie | (1) 6087,21 zł | (1) 6093,26 zł |
| Województwo śląskie | (2) 5995,19 zł | (4) 5129,67 zł |
| Województwo dolnośląskie | (3) 5515,53 zł | (2) 5616,19 zł |
| Województwo pomorskie | (4) 5244,97 zł | (3) 5169,78 zł |
| Województwo małopolskie | (5) 5025,09 zł | (5) 5059,44 zł |
| Województwo łódzkie | (6) 4961,65 zł | (8) 4546,66 zł |
| Woj. zachodniopomorskie | (7) 4834,90 zł | (6) 4677,48 zł |
| Województwo wielkopolskie | (8) 4695,22 zł | (7) 4636,29 zł |
| Województwo lubelskie | (9) 4655,73 zł | (10) 4212,62 zł |
| Województwo opolskie | (10) 4596,72 zł | (9) 4489,11 zł |
Wykres 1. Udział regionów w tworzeniu produktu krajowego brutto w 2017 r. (ceny bieżące)
POLSKA
1988 730 mln zł
- Warszawski stoleczny: 17,2%
- Śląskie: 12,2%
- Wielkopolskie: 9,9%
- Dolnośląskie: 8,3%
- Małopolskie: 8,0%
- Łódzkie: 6,0%
- Pomorskie: 5,8%
- Mazowiecki regionalny: 5,2%
- Kujawsko-pomorskie: 4,4%
- Podkarpackie: 3,9%
- Lubelskie: 3,8%
- Zachodniopomorskie: 3,7%
- Warmińsko-mazurskie: 2,6%
- Świętokrzyskie: 2,3%
- Podlaskie: 2,2%
- Lubuskie: 2,2%
- Opolskie: 2,1%
Mapa 1. Produkt krajowy brutto na 1 mieszkańca według regionów w 2017 r. (ceny bieżące)
W tys. zł:
- 100,1–113,3
- 55,1–100,0
- 50,1–55,0
- 45,1–50,0
- 40,1–45,0
- 35,6–40,0
Polska=100
218,9% 68,9%
**PKB województwa wielkopolskiego w kwotach bezwzględnych/na osobę**
| Rok | PKB (mld zł) | PKB (zł/osoba) |
|-----|-------------|----------------|
| 2010| 131,8 | 38 629 |
| 2011| 142,2 | 41 285 |
| 2012| 150,3 | 43 425 |
| 2013| 159,7 | 46 135 |
| 2014| 166,5 | 48 014 |
| 2015| 176,7 | 50 870 |
| 2016| 183,6 | 52 809 |
| 2017| 196,8 | 56 355 |
**PKB województwa wielkopolskiego w porównaniu z wybranymi regionami partnerskimi**
dane odnoszące się do 2017 r. (różnica w stosunku do 2016 r.)
- Prowincja Hainaut (Belgia): 33 202 mln € (wzrost + 898 mln)
- Region Marche (Włochy): 41 183 mln € (wzrost + 195 mln)
- Wielkopolska: 46 225 mln € (wzrost + 4 133 mln)
- Brandenburgia (Niemcy): 69 487 mln € (wzrost + 730 mln)
- Bretania (Francja): 96 669 mln € (wzrost + 2 399 mln)
- Północna Brabancja (Niderlandy): 109 434 mln € (wzrost + 1 546 mln)
- Region Emilia-Romania (Włochy): 157 177 mln € (wzrost + 3 180 mln)
- Dolna Saksonia (Niemcy): 290 010 mln € (wzrost + 24 963 mln)
- Hesja (Niemcy): 280 003 mln € (wzrost + 9 634 mln)
**PKB województwa wielkopolskiego w porównaniu z wybranymi państwami Unii Europejskiej**
o zbliżonej liczbie ludności w 2017 r.
- Irlandia (4,904 mln mieszkańców) – 294 110 mln € (1,72% w skali UE)
- Chorwacja (4,076 mln) – 48 990 mln € (0,31%)
- Wielkopolska (3,481 mln) – 46 225 mln € (0,28%)
- Słowenia (2,080 mln) – 43 000 mln € (0,27%)
- Litwa (2,794 mln) – 42 191 mln € (0,25%)
- Łotwa (1,920 mln) – 27 003 mln € (0,16%)
- Estonia (1,324 mln) – 23 615 mln € (0,14%)
---
**PODMIOTY GOSPODARKI NARODOWEJ W WOJEWÓDZTWIE WIELKOPOLSKIM**
**Podmioty gospodarki narodowej w rejestrze REGON w województwie wielkopolskim.**
W rejestrze REGON w województwie wielkopolskim liczba p.g.n.w końcu 2018 r. wyniosła 429,7 tys., tj. o 1,8% więcej w porównaniu z końcem 2017 r. Najwięcej podmiotów działało na terenie Poznania (26,0%) i powiatu poznańskiego (14,4%). Najczęściej podmioty prowadziły działalność w zakresie handlu; naprawy pojazdów samochodowych. W 2018 r. na każde 100 nowo zarejestrowanych podmiotów przypadło 78 wykreślonych jednostek.
W końcu grudnia 2018 r. w rejestrze REGON dla województwa wielkopolskiego ujętych było 429658 podmiotów gospodarki narodowej (bez osób prowadzących gospodarstwa indywidualne w rolnictwie). W ciągu roku ich liczba zwiększyła się o 1,8% (w kraju o 1,3%). Podmioty zarejestrowane w województwie wielkopolskim stanowiły 9,8% wszystkich podmiotów gospodarki narodowej w Polsce, co dało 3. lokatę w kraju po województwie mazowieckim (18,7%) i śląskim (10,8%).
Najwięcej podmiotów w 2018 r. zarejestrowanych było w Poznaniu (111 670) i powiecie poznańskim (61 776). Skupiały one łącznie 40% podmiotów gospodarki narodowej wpisanych do rejestru REGON.
w województwie. Największa koncentracja podmiotów gospodarki narodowej występuje na terenie Poznania, gdzie w 2018 r. na 1 km² przypadalo 426 podmiotów. W dalszej kolejności plasowały się pozostałe miasta na prawach powiatu: Leszno (278), Kalisz (167) i Konin (100). Natomiast najniższym wskaźnikiem charakteryzowały się powiaty: złotowski (3 podmioty na 1 km²), czarnkowsko-trzcianecki (4) i międzychodzki (5). Wskaźnik przedsiębiorczości, wyrażony liczbą podmiotów w rejestrze REGON w przeliczeniu na 10 tys. ludności w wieku produkcyjnym, w 2018 r. w województwie wielkopolskim wyniósł 2017 (wobec 1973 przed rokiem), tj. wyżej niż przeciętnie w kraju (1866 wobec 1833). W przekroju terytorialnym najbardziej atrakcyjnym miejscem do prowadzenia działalności gospodarczej jest stolica województwa wraz z okalającym ją powiatem poznańskim (odpowiednio 3511 i 2605 podmiotów na 10 tys. ludności w wieku produkcyjnym). Najniższy wskaźnik przedsiębiorczości odnotowano w powiecie złotowskim (1238) i kolskim (1293).
**Podmioty gospodarki narodowej w województwie wielkopolskim (2017-2018-2019)**
| Stan z dnia | 31.12.2017 r. | 31.12.2018 r. | 30.06.2019 r. |
|-------------|---------------|---------------|---------------|
| Ogółem p. g. n. | 422 094 | 429 658 | 439 322 |
| w tym: | | | |
| Spółki handlowe | 53 014 | 49 137 | 50 642 |
| Spółki z udziałem kapitału zagranicznego | 7 687 | 5 926 | 6 004 |
**Podmioty gospodarki narodowej według przewidywanej liczby pracujących**
W zbiorowości zarejestrowanych podmiotów gospodarki narodowej w województwie wielkopolskim przeważają jednostki mikro tj. z przewidywaną przy wpisie do rejestru REGON liczbą pracujących do 9. W 2018 r. stanowiły one 95,7% ogółu jednostek. Spośród nich najwięcej należało do sekcji handel; naprawa pojazdów samochodowych (23,4%), budownictwo (14,0%) oraz działalność profesjonalna, naukowa i techniczna (10,6%). Udział podmiotów małych (od 10 do 49 pracujących) wyniósł 3,5%. Najwięcej małych podmiotów zajmowało się przetwórstwem przemysłowym (19,6%), handlem; naprawą pojazdów samochodowych (18,6%) i edukacją (17,8%). Podmioty średnie (od 50 do 249 pracujących) stanowiły 0,7% ogółu podmiotów i najczęściej prowadziły działalność w zakresie przetwórstwa przemysłowego (29,4%) oraz edukacji (20,4%). Udział podmiotów dużych (powyżej 250 pracujących) wyniósł jedynie 0,1%. Podmioty duże zajmowały się głównie przetwórstwem przemysłowym (43,1%), a także handlem; naprawą pojazdów samochodowych (13,0%) oraz opieką zdrowotną i pomocą społeczną (10,0%).
**Podmioty gospodarki narodowej w województwie wielkopolskim w podziale na subregiony (2018-2019)**
| Subregion | Liczba p.g.n. (01.01.2018 r.) | Liczba p.g.n. (30.06.2019 r.) |
|-------------|-------------------------------|-------------------------------|
| kaliski | 65485 | 68527 |
| koniński | 61593 | 64802 |
| leszczyński | 59514 | 61835 |
| pilski | 36191 | 37792 |
| poznański | 86763 | 92724 |
| Miasto Poznań | 112548 | 113642 |
Podmioty gospodarki narodowej na 10 tys. ludności w wieku produkcyjnym według powiatów w 2018 r.
W nawiasach podano liczbę powiatów.
Podmioty gospodarki narodowej według rodzaju prowadzonej działalności i formy prawnej
W województwie wielkopolskim w końcu 2018 r. najliczniejszą grupę podmiotów stanowiły jednostki prowadzące działalność w zakresie: handlu; naprawy pojazdów samochodowych (23,1% ogółu podmiotów), budownictwa (13,7%), działalności profesjonalnej, naukowej i technicznej (10,3%) oraz przetwórstwem przemysłowym (9,2%). W porównaniu z 2017 r. liczba podmiotów gospodarki narodowej najbardziej wzrosła w sekcjach: informacja i komunikacja (o 7,2%), budownictwo (7,1%), administrowanie i działalność wspierająca (o 4,9%) oraz obsługa rynku nieruchomości (o 4,4%). Największy spadek odnotowano w rolnictwie, leśnictwie, łowiectwie i rybactwie (o 4,1%) oraz handlu;
naprawie pojazdów samochodowych (o 2,8%). W 2018 r., podobnie jak w poprzednich latach, zdecydowana większość podmiotów w rejestrze REGON należała do sektora prywatnego. W końcu grudnia 2018 r. było to 414 541 jednostek, tj. 96,5% ogółu podmiotów. Ponad ¾ podmiotów tego sektora stanowiły osoby fizyczne prowadzące działalność gospodarczą przede wszystkim w zakresie handlu; naprawy pojazdów samochodowych (24,7%), budownictwa (16,2%), działalności profesjonalnej, naukowej i technicznej (11,2%) oraz przetwórstwa przemysłowego (9,4%). W porównaniu z 2017 r. ich liczba zwiększyła się o 11 357 jednostek (o 3,7%). W końcu 2018 r. w rejestrze REGON w województwie wielkopolskim wpisanych było 49 137 spółek handlowych, tj. o 7,3% mniej niż przed rokiem. Spośród spółek handlowych 12,1% stanowiły spółki z udziałem kapitału zagranicznego. Najczęściej spółki handlowe prowadziły swoją działalność w sekcjach: handel; naprawa pojazdów samochodowych (22,5%), działalność profesjonalna, naukowa i techniczna (13,7%), przetwórstwo przemysłowe (12,9%) oraz budownictwo (11,4%).
W strukturze spółek handlowych dominowały spółki kapitałowe (81,3%), przede wszystkim spółki z ograniczoną odpowiedzialnością (79,7%). Wśród spółek osobowych (18,7%) najliczniej reprezentowane były spółki komandytowe (9,9% ogółu spółek handlowych) i jawne (7,5%).
**Spółki handlowe według form prawnych w 2018 r.**
*(stan w dniu 31.12.)*
Liczba zarejestrowanych spółek cywilnych w końcu 2018 r. wyniosła 26151, tj. o 0,9% więcej niż przed rokiem. Podobnie jak w przypadku spółek handlowych, ich działalność prowadzona była głównie w ramach: handlu; naprawy pojazdów samochodowych (38,9%), przetwórstwa przemysłowego (12,6%), budownictwa (9,5%) oraz działalności profesjonalnej, naukowej i technicznej (9,5%). Według stanu na koniec 2018 r. w województwie wielkopolskim zarejestrowanych było 11527 stowarzyszeń.
i organizacji społecznych, tj. o 2,5% mniej niż przed rokiem. W rejestrze REGON zmniejszyła się również liczba spółdzielni (o 24,5% do 1572). Odnotowano natomiast wzrost liczby fundacji (o 1,2% do 2022). Liczba przedsiębiorstw państwowych obniżyła się z 15 do 4.
**Podmioty gospodarki narodowej nowo zarejestrowane i wyrejestrowane**
W 2018 r. w województwie wielkopolskim zarejestrowano 38 871 nowych podmiotów, tj. o 11,5% więcej niż przed rokiem. Wśród nich dominowały osoby fizyczne prowadzące działalność gospodarczą (80,3%). Kolejną grupą były spółki handlowe, które stanowiły 11,5% ogółu nowych podmiotów. Biorąc pod uwagę rodzaj prowadzonej działalności najwięcej nowo zarejestrowanych podmiotów należało do sekcji: budownictwo (21,5%), handel; naprawa pojazdów samochodowych (16,4%) oraz działalność profesjonalna, naukowa i techniczna (11,1%). Najwięcej nowych jednostek powstało w Poznaniu (9127, tj. 23,5%) i powiecie poznańskim (5442, tj. 14,0%), a najmniej w powiecie międzyodzkim (323, tj. 0,8%).
W 2018 r. z rejestru REGON dla województwa wielkopolskiego wyrejestrowano łącznie 30 420 podmiotów, tj. o 11,9% więcej niż przed rokiem. Wśród wykreślanych jednostek przeważały osoby fizyczne prowadzące działalność gospodarczą (63,1%), a spółki handlowe stanowiły 26,5% wyrejestrowanych podmiotów. Podmioty wyrejestrowane prowadziły działalność głównie w ramach: handlu; naprawy pojazdów samochodowych (28,9% ogółu wykreślonych jednostek), budownictwa (14,6%) oraz przetwórstwa przemysłowego (11,7%). Najwięcej wyrejestrowan podmiotów odnotowano w Poznaniu (9326, tj. 30,7% ogółu) i powiecie poznańskim (3355, tj. 11,0%), a najmniej było ich w powiecie międzyodzkim (261, tj. 0,9%). Stosunek liczby podmiotów wykreślonych z rejestru do jednostek nowo zarejestrowanych w 2018 r. w województwie wielkopolskim wyniósł 78,3% (78,0% przed rokiem). Nowych rejestracji było więcej niż wyrejestrowań w przypadku osób fizycznych prowadzących działalność gospodarczą i spółek cywilnych (odpowiednio 61 i 53 wyrejestrowania na 100 nowych zarejestrowań wobec 88 i 76 w roku 2017). Natomiast mniej korzystnie kształtował się wskaźnik dla spółek handlowych, gdzie na 100 nowych zarejestrowań w tej grupie podmiotów przypadalo 180 wyrejestrowań (15 w 2017 r.) oraz spółdzielni (160 wobec 36).
**Podmioty migrujące**
W 2018 r. liczba podmiotów migrujących z Poznania wyniosła 1734 jednostek (w tym 1691 podmiotów mikro), tj. o 10,1% więcej niż przed rokiem. Ponad połowa z nich (51,3%) znalazła się w strefie dojazdów do Poznania (gminy: Łubowo, Czempiń, Luboń, Puszczykowo, Czerwonak, Dopiewo, Kleszczewo, Komorniki, Kostrzyn, Kórnik, Mosina, Murowana Goślina, Pobiedziska, Rokietnica, Sętuszew, Suchy Las, Swarzędz, Tarnowo Podgórne, Obrzycko, Ostroróg, Szamotuły, Brodnica, Skoki, Nekla). Poza województwo wielkopolskie przeniosło się 35,1% podmiotów gospodarczych. Natomiast 13,6% podmiotów zmieniło swą lokalizację migrując poza LUZ(*) Poznań, ale pozostając na terenie województwa wielkopolskiego. W ramach tzw. szerszej strefy miejskiej Poznania w 2018 r. podmioty migrowały najczęściej do Dopiewa (12,7% podmiotów migrujących do jego strefy dojazdów), Tarnowa Podgórnego (11,6%), Komornik (10,3%) oraz Swarzędza (9,7%). Podmioty migrujące z Poznania zajmowały się przede wszystkim działalnością profesjonalną, naukową i techniczną (19,3% podmiotów) oraz handlem; naprawą pojazdów samochodowych (17,6%).
Z Konina migrowały 133 podmioty (w tym 131 podmiotów mikro), tj. o 3,1% więcej niż w 2017 r. Ponad połowa z nich (57,1%) znalazła się w sie w strefie dojazdów do Konina (gminy: Golina, Grodzicz, Kazimierz Biskupi, Kramsk, Krzymów, Rychwał, Rzgów, Skulsk, Stare Miasto, Ślesin), 27,8% jednostek przeniosło się poza szerszą strefę miejską Konina pozostając w województwie wielkopolskim, a 15,0% poza województwo wielkopolskie. W ramach szerszej strefy miejskiej Konina w 2018 r. podmioty migrowały najczęściej do Starego Miasta (38,2% podmiotów migrujących do strefy dojazdów do Konina). Z Kalisza migrowało 112 podmiotów (w tym 106 podmiotów mikro), tj. o 4,3% mniej niż w 2017 r. Największa część z nich (37,5%) przeniosła się poza LUZ Kalisz, nadal pozostając w województwie wielkopolskim. Pozostałe podmioty z jednakowym natężeniem migrowały do strefy dojazdów do Kalisza (gminy: Blizanów, Brzeziny, Ceków-Kolonia, Godzieś Wielkie, Goluchów, Koźminek, Lisków, Mycielin, Opatówek, Stawiszyn, Szczytniki, Nowe Skalmierzyce, Żelazków) oraz poza
województwo wielkopolskie (po 31,3%). W ramach szerszej strefy miejskiej Kalisza w 2018 r. podmioty migrowały najczęściej do Żelazkowa (31,4% podmiotów). Z Leszna migrowało 100 podmiotów (w tym 96 podmiotów mikro), tj. o 10,7% mniej niż w 2017 r. W strefie dojazdów do Leszna (gminy: Krzemieniewo, Lipno, Osieczna, Rydzyna, Święciechowa, Włoszakowice) znalazło się 57,0% jednostek. Poza LUZ Leszno, pozostając jednocześnie w województwie wielkopolskim, trafiło 23,0% podmiotów. Poza województwo wielkopolskie migrowało 20,0%. W ramach szerszej strefy miejskiej Leszna w 2018 r. podmioty przenosiły się najczęściej do Lipna (36,8% podmiotów migrujących do tej strefy) oraz Rydzyny (28,1%).
(*) LUZ (Larger Urban Zone) szersza strefa miejska: miasto wraz z jego strefą dojazdów, którą stanowią gminy, spełniające jednocześnie dwa następujące warunki: – co najmniej 15% ogółu pracowników najemnych – mieszkańców gminy – w 2006 r. dojeżdżało do pracy do miasta, – gmina graniczy bezpośrednio z miastem lub z innymi gminami spełniającymi pierwszy warunek, tworząc zwarty obszar.
**Podmioty gospodarki narodowej w województwie wielkopolskim w rejestrze REGON**
wg sekcji PKD (31.12.2017 r. > 31.12.2018 r.> 30.06.2019 r.)
| Wyszczególnienie | Ogółem | Osoby prawne oraz jednostki organizacyjne nieposiadające osobowości prawnej | Osoby fizyczne prowadzące działalność gospodarczą |
|------------------|---------|---------------------------------------------------------------------------------|--------------------------------------------------|
| **OGÓŁEM** | 422094 | 119183 | 302 911 |
| | 429658 | 115390 | 314268 |
| | 439322 | 117857 | 321465 |
| **Rolnictwo, leśnictwo, łowiectwo i rybactwo** | 11297 | 2271 | 9026 |
| | 10831 | 2045 | 8786 |
| | 10773 | 2043 | 8730 |
| **Przemysł** | 42815 | 12698 | 30117 |
| | 42205 | 11291 | 30914 |
| | 42875 | 11489 | 31386 |
| **Budownictwo** | 55141 | 8463 | 46678 |
| | 59034 | 8222 | 50812 |
| | 62052 | 8508 | 53544 |
| **Handel/naprawa pojazdów samochodowych** | 102248 | 24329 | 77919 |
| | 99360 | 21753 | 77607 |
| | 99799 | 21922 | 77877 |
| **Transport i gospodarka magazynowa** | 24800 | 3564 | 21236 |
| | 25438 | 3679 | 21759 |
| | 25887 | 3822 | 22065 |
| **Zakwaterowanie i gastronomia** | 9967 | 2776 | 7191 |
| | 10300 | 2836 | 7464 |
| | 10644 | 2916 | 7728 |
| **Informacja i komunikacja** | 14199 | 4758 | 9441 |
| | 15223 | 4600 | 10623 |
| | 15786 | 4614 | 11172 |
| **Działalność finansowa i ubezpieczeniowa** | 11469 | 2082 | 9387 |
| | 11564 | 2071 | 9493 |
| | 11643 | 2084 | 9559 |
| **Obsługa rynku nieruchomości** | 18640 | 15067 | 3573 |
| | 19461 | 15607 | 3854 |
| | 19948 | 15936 | 4012 |
| **Działalność profesjonalna, naukowa i techniczna** | 42821 | 9493 | 33328 |
| | 44462 | 9404 | 35058 |
| | 45544 | 9646 | 35898 |
| **Administrowanie** | 13422 | 3032 | 10390 |
| i działalność wspierająca | 14083 | 3190 | 10893 |
|---------------------------|-------|------|-------|
| | 14639 | 3374 | 11265 |
| **Administracja publiczna** | | | |
| i obrona narodowa; | | | |
| obowiązkowe zabezpieczenie | | | |
| społeczne | | | |
| | 2741 | 2730 | 11 |
| | 2678 | 2665 | 13 |
| | 2678 | 2665 | 13 |
| **Edukacja** | | | |
| | 14072 | 6992 | 7080 |
| | 14216 | 6712 | 7504 |
| | 14438 | 6697 | 7741 |
| **Opieka zdrowotna** | | | |
| i pomoc społeczna | | | |
| | 23207 | 2652 | 20555 |
| | 24161 | 2701 | 21460 |
| | 24549 | 2723 | 21826 |
| **Działalność związana** | | | |
| z kulturą, rozrywką | | | |
| i rekreacją | | | |
| | 7144 | 4124 | 3020 |
| | 7224 | 4005 | 3219 |
| | 7460 | 4082 | 3378 |
| **Pozostała działalność** | | | |
| usługowa | | | |
| | 26911 | 12953| 13958 |
| | 27912 | 13105| 14807 |
| | 28933 | 13664| 15269 |
**RYNEK PRACY I WYNAGRODZENIA W WOJEWÓDZTWIE WIELKOPOLSKIM**
**Rynek pracy**
Rok 2018 był dziewiątym z kolei, w którym zwiększyło się przeciętne zatrudnienie w sektorze przedsiębiorstw w województwie wielkopolskim, przy tempie wzrostu wolniejszym niż w 2017 r. W 2018 r. przeciętne zatrudnienie w sektorze przedsiębiorstw w województwie wielkopolskim ukształtowało się na poziomie 764,1 tys. osób, tj. o 4,6% wyższym w stosunku do poprzedniego roku (wobec wzrostu o 5,4% w 2017 r.). W kraju zatrudnienie w porównaniu z rokiem poprzednim zwiększyło się o 3,5% (wobec przyrostu o 4,5% w 2017 r.). Liczba zatrudnionych w przetwórstwie przemysłowym wyniosła 314,8 tys. osób, co stanowiło 41,2% ogółu zatrudnionych w sektorze przedsiębiorstw. W porównaniu z rokiem poprzednim przeciętne zatrudnienie wzrosło m.in. w sekcjach: transport i gospodarka magazynowa (o 15,6%), handel i naprawa pojazdów samochodowych (o 6,7%) oraz zakwaterowanie i gastronomia (o 6,5%), natomiast zmniejszyło się w sekcjach obsługa rynku nieruchomości (o 7,7%) oraz wytwarzanie i zaopatrywanie w energię elektryczną, gaz, parę wodną i gorącą wodę (o 3,3%).
**Przeciętne miesięczne zatrudnienie w sektorze przedsiębiorstw**
*(przeciętna miesięczna 2015 = 100)*
W I półroczu 2019 r. w województwie wielkopolskim utrzymała się tendencja wzrostowa przeciętnego miesięcznego zatrudnienia w sektorze przedsiębiorstw, obserwowana w odniesieniu do analogicznego okresu 2018 r. W porównaniu z czerwcem 2018 r. w większości sekcji odnotowano wzrost zatrudnienia, największy w sekcjach: informacji i komunikacji (o 11,0%) oraz działalności profesjonalnej, naukowej i technicznej (o 10,1%). Spadek zatrudnienia obserwowano w tym czasie w przedsiębiorstwach zajmujących się administrowaniem i działalnością wspierającą (o 2,8%), jak również górnictwem i wydobyciem (o 0,2%) oraz obsługą rynku nieruchomości (o 0,1%). W strukturze zatrudnienia w województwie wielkopolskim niezmiennie dominowały dwie sekcje: przetwórstwo przemysłowe (40,5% ogółu zatrudnionych w sektorze przedsiębiorstw) oraz handel; naprawa pojazdów samochodowych (31,4%). Na poziomie działów największym zatrudnieniem wciąż charakteryzowały się przedsiębiorstwa handlu detalicznego (21,1% ogółu zatrudnionych) i hurtowego (8,8%), jednostki związane z transportem lądowym i rurociągowym (7,2%) oraz podmioty zajmujące się produkcją artykułów spożywczych (6,3%) i mebli (6,0%).
**Przeciętne zatrudnienie w sektorze przedsiębiorstw (grudzień 2018)**
| Wyszczególnienie | XII 2018 | XII 2017=100 |
|---------------------------------------------------------------------------------|-----------|--------------|
| **OGÓŁEM** | 772,2 | 103,2 |
| **w tym:** | | |
| Przemysł | 341,5 | 102,4 |
| górnicstwo i wydobycie | 4,6 | 99,1 |
| przetwórstwo przemysłowe | 317,2 | 102,4 |
| wytwarzanie i zaopatrywanie w energię elektryczną, gaz, parę wodną i gorącą wodę<sup>a</sup> | 7,7 | 98,6 |
| dostawa wody; gospodarowanie ściekami i odpadami; rekultywacja<sup>a</sup> | 12,1 | 104,3 |
| Budownictwo | 36,6 | 99,8 |
| Handel; naprawa pojazdów samochodowych<sup>a</sup> | 242,0 | 104,6 |
| Transport i gospodarka magazynowa | 67,2 | 108,3 |
| Zakwaterowanie i gastronomia<sup>a</sup> | 6,6 | 106,2 |
| Informacja i komunikacja | 13,0 | 107,1 |
| Obsługa rynku nieruchomości<sup>a</sup> | 7,1 | 91,2 |
| Działalność profesjonalna, naukowa i techniczna<sup>a</sup> | 15,0 | 106,3 |
| Administrowanie i działalność wspierająca<sup>a</sup> | 31,6 | 95,9 |
W I półroczu 2019 r. przeciętne zatrudnienie w sektorze przedsiębiorstw wyniosło 789,0 tys. osób i było o 3,2% większe niż w okresie styczeń-czerwiec 2018 r. (przed rokiem wzrost zatrudnienia wyniósł 6,7%). Podobnie jak w czerwcu 2019 r., w całym półroczu największy roczny przyrost zatrudnienia dotyczył sekcji informacja i komunikacja (o 10,7%) oraz działalność profesjonalna, naukowa i techniczna (o 8,8%). Spadek zatrudnienia odnotowywały przedsiębiorstwa zajmujące się obsługą rynku nieruchomości (o 0,7%) oraz administrowaniem i działalnością wspierającą (o 0,4%). W samym miesiącu w czerwcu 2019 r. przeciętne zatrudnienie w sektorze przedsiębiorstw wyniosło 792,4 tys. osób i wzrosło o 0,4% w porównaniu z poprzednim miesiącem oraz o 3,5% w stosunku do
czerwca 2018 r. (przed rokiem obserwowano wzrost zatrudnienia odpowiednio o 0,2% w ujęciu miesięcznym i o 6,1% w stosunku rocznym).
**Przeciętne zatrudnienie w sektorze przedsiębiorstw (czerwiec 2019)**
| Wyszczególnienie | VI 2019 | VI 2018=100 |
|----------------------------------------------------------------------------------|-----------|-------------|
| **OGÓŁEM** | 792,4 | 103,5 |
| **w tym:** | | |
| Przemysł | 345,5 | 101,7 |
| górnictwo i wydobycie | 4,6 | 99,8 |
| przetwórstwo przemysłowe | 320,9 | 101,8 |
| wytwarzanie i zaopatrywanie w energię elektryczną, gaz, parę wodną i gorącą wodę<sup>a</sup> | 7,7 | 100,3 |
| dostawa wody; gospodarowanie ściekami i odpadami; rekultywacja<sup>a</sup> | 12,3 | 102,3 |
| Budownictwo | 39,2 | 105,7 |
| Handel; naprawa pojazdów samochodowych<sup>a</sup> | 248,6 | 105,0 |
| Transport i gospodarka magazynowa | 69,1 | 106,8 |
| Zakwaterowanie i gastronomia<sup>a</sup> | 7,0 | 105,0 |
| Informacja i komunikacja | 14,0 | 111,0 |
| Obsługa rynku nieruchomości<sup>a</sup> | 7,2 | 99,9 |
| Działalność profesjonalna, naukowa i techniczna<sup>a</sup> | 16,6 | 110,1 |
| Administrowanie i działalność wspierająca<sup>a</sup> | 33,3 | 97,2 |
**Cudzoziemcy na wielkopolskim rynku pracy**
W województwie wielkopolskim w 2018 r. wydano 36,5 tys. zezwoleń na pracę dla cudzoziemców oraz wpisano do ewidencji 166,1 tys. oświadczeń o powierzeniu pracy cudzoziemcowi. Utrzymała się tendencja wzrostowa liczby zezwoleń, jednak tempo jej wzrostu zmniejszyło się w porównaniu z rokiem ubiegłym. W 2018 r. wydano o 73,3% więcej zezwoleń niż przed rokiem, podczas gdy w 2017 r. było to dwukrotnie więcej niż w 2016 r.
**Zezwolenia na pracę cudzoziemców**: w 2018 r. Wojewoda Wielkopolski wydał 36,5 tys. zezwoleń na pracę cudzoziemców, tj. o 15,4 tys. więcej (o 73,3%) niż przed rokiem (w 2017 r. odnotowano ponad dwukrotny wzrost). Średnioroczne tempo wzrostu liczby wydanych zezwoleń w latach 2010–2018 wyniosło 46,4%. Analiza struktury zezwoleń na pracę według płci wskazuje na zdecydowaną przewagę mężczyzn – tylko co 5. zezwolenie zostało wydane kobietom. Najwięcej zezwoleń na pracę cudzoziemców nadal wydawanych jest w województwie mazowieckim (79,7 tys., tj. 24,2% zezwoleń w kraju). Województwo wielkopolskie uplasowało się na 2. miejscu z udziałem 11,1%, wyprzedzając
W 2018 r. zdecydowana większość zezwoleń (prawie 90%) dotyczyła pracy w podmiotach zaklasyfikowanych do czterech sekcji PKD (przetwórstwo przemysłowe, administrowanie i działalność wspierającą, transport i gospodarka magazynowa oraz budownictwo). Najwięcej zezwoleń wydano dla pracodawców prowadzących działalność w zakresie przetwórstwa przemysłowego (10,2 tys.). W porównaniu z 2017 r. udział takich zezwoleń zwiększył się prawie 2-krotnie (z 14,4% do 28,0%). Podmioty zajmujące się administrowaniem i działalnością wspierającą (w tym zatrudnianiem poprzez agencje pracy tymczasowej) otrzymały 8,4 tys. zezwoleń, co stanowiło 22,9%. Na pracę cudzoziemców w podmiotach z sekcji transport i gospodarka magazynowa udzielono 7,6 tys. zgód, a udział zezwoleń w ciągu roku wzrósł z 18,8% do 20,7%. Cudzoziemcy pracujący w budownictwie otrzymali 6,6 tys. zezwoleń. Odsetek zezwoleń dotyczących budownictwa zwiększył się z 16,1% do 18,2%. Biorąc pod uwagę liczbę wydanych zezwoleń na pracę według wybranych grup wielkich Klasyfikacji Zawodów i Specjalności cudzoziemcy w 2018 r. zatrudnieni byli najczęściej jako pracownicy wykonujący prace proste (39,5%), robotnicy przemysłowi i rzemieślnicy (29,1%) oraz operatorzy i monterzy maszyn oraz urządzeń (24,5%). Przeważający udział zezwoleń na pracę dla trzech grup zawodów związany jest m.in. ze znaczącym odsetkiem cudzoziemców zatrudnianych przez pracodawców z sekcji budownictwo i przetwórstwo przemysłowe.
Oświadczenia o powierzeniu wykonywania pracy cudzoziemcom
W ramach uproszczonej procedury obywatele Armenii, Białorusi, Gruzji, Mołdawii, Rosji i Ukrainy mogą podejmować krótkoterminową pracę w Polsce bez obowiązku uzyskiwania zezwolenia na pracę. Od 2018 r. oświadczenie uprawnia do wykonywania pracy niesesonowej bez zezwolenia przez okres 6 miesięcy w kolejnych 12 miesiącach. Oświadczenie o powierzeniu wykonywania pracy cudzoziemcowi (wcześniej o zamiarze powrotienia) rejestrowane jest w powiatowym urzędzie pracy przez pracodawcę. W 2018 r. pracodawcy złożyli w powiatowych urzędach pracy w województwie wielkopolskim 166,1 tys. oświadczeń (z czego 50,6 tys. dotyczyło kobiet). W porównaniu z 2017 r. zarejestrowano o 8,8% mniej oświadczeń, co było m.in. następstwem wyłączenia prac sezonowych z procedury (wobec wzrostu o 43,5% w 2017 r.). W latach 2010–2018 obserwowano wzrostową tendencję liczby zarejestrowanych oświadczeń – zwiększała się ona średnio o 48,3% z roku na rok.
Pod względem liczby zarejestrowanych oświadczeń w 2018 r. województwo wielkopolskie z udziałem 10,5% zajmowało 4. miejsce w kraju, tj. o jedno niżej niż przed rokiem. Więcej oświadczeń wpisano do ewidencji w województwach: mazowieckim (16,9%), śląskim (11,7%) i dolnośląskim (10,8%). Pracodawcy najczęściej wnioskowali o zatrudnienie obywateli Ukrainy (153,3 tys. oświadczeń). Jednak ich udział w strukturze zatrudnienia cudzoziemców stopniowo zmniejsza się (z 97,0% w 2016 r. i 94,6% w 2017 r. do 92,3% w 2018 r.). Oświadczenia dotyczące obywateli pozostałych państw stanowiły ok. 8% ogółu oświadczeń wpisanych do ewidencji (w tym najwięcej Białorusi – 3,2%, Mołdawii – 2,3% oraz Gruzji – 1,8%). W porównaniu z 2017 r. najbardziej wzrosła liczba oświadczeń wydanych obywatelom Gruzji (prawie 2-krotnie do 3,0 tys.) oraz Mołdawii (o 30,9% do 3,9 tys.).
Najwięcej oświadczeń składają pracodawcy z powiatu poznańskiego i Poznania. W 2018 r. zarejestrowano ich łącznie 65,3 tys., co stanowiło 39,3% ogółu oświadczeń w województwie wielkopolskim (37,1% w 2017 r.). Drugą lokatę pod względem liczby oświadczeń zajął powiat średzki z udziałem 5,8% (4,3% przed rokiem). W strukturze złożonych oświadczeń udział powyżej 3% odnotowano jeszcze w powiatach: kaliskim i Kaliszu (4,8% wobec 6,7% w 2017 r.), wolsztyńskim (4,3% wobec 4,4%), jarocińskim (4,1% wobec 4,5%), képińskim (3,5% wobec 3,1%) oraz ostrowskim (3,5% wobec 6,4%). Natomiast do terenów o najniższym poziomie zarejestrowanych oświadczeń należą powiaty: kolski, złotowski, chodzieski, śremski i słupiecki, w których liczba oświadczeń nie przekroczyła 1 tys.
Bezrobocie rejestrowane
W końcu grudnia 2018 r. liczba bezrobotnych zarejestrowanych w powiatowych urzędach pracy województwa wielkopolskiego wyniosła 50,9 tys. i była niższa od zanotowanej przed rokiem (o 8,0 tys., tj. o 13,6%) oraz w 2015 r. (o 42,4 tys., tj. o 45,5%). Bezrobotni mieszkańcy wsi stanowili 47,9% ogółu bezrobotnych w województwie (przed rokiem 48,0%). W skali kraju na koniec 2018 r. liczba bezrobotnych była o 10,4% mniejsza niż rok wcześniej, a w stosunku do 2015 r. jej spadek wyniósł 38,0%. W województwie wielkopolskim w końcu 2018 r. spadek liczby bezrobotnych, w odniesieniu do roku poprzedniego, odnotowano w trzydziestu trzech powiatach, najwyższy w powiecie kolskim (o 29,0%). Wzrost liczby bezrobotnych zaobserwować można w dwóch powiatach: tureckim (o 1,9%) i wrzesińskim (o 0,8%). W końcu 2018 r. 80,7% ogółu bezrobotnych w województwie nie posiadało prawa do zasiłku (w 2017 r. – 82,9%); 89,9% stanowiły osoby wcześniej pracujące (w poprzednim roku – 89,2%). W końcu grudnia 2018 r. w województwie wielkopolskim wśród bezrobotnych przeważały kobiety, ale ich liczba była o 12,1% mniejsza niż przed rokiem. Stanowiły one 61,8% ogółu zarejestrowanych w powiatowych urzędach pracy (rok wcześniej 60,8%). Liczba zarejestrowanych bezrobotnych mężczyzn w 2017 r. była o 15,9 % mniejsza niż w 2017 r.
Bezrobocie nadal dotyczyło przede wszystkim ludzi młodych. W końcu grudnia 2018 r. najliczniejszą grupę wśród bezrobotnych stanowiły osoby w wieku 25–34 lata (14,7 tys.), a ich odsetek w ogólnej liczbie bezrobotnych nie zmienił się znacząco w porównaniu z poprzednim rokiem i stanowił 29,0%. Nieznacznie wzrósł udział osób w wieku 35–44 lat (o 0,9 p. proc do 23,5%) oraz w wieku 45–54 lata (o 0,1 p. proc do 17,1%), natomiast zmniejszył w wieku 55 lat i więcej (o 0,4 p. proc. do 17,0%) oraz poniżej 25 lat (o 0,6 p. proc. do 13,5%). Większość bezrobotnych rejestrujących się w powiatowych
urzędach pracy to osoby o niskim poziomie wykształcenia. Dwie najliczniejsze grupy stanowiły osoby posiadające wykształcenie zasadnicze zawodowe (29,0% ogółu bezrobotnych) oraz gimnazjalne, podstawowe i niepełne podstawowe (25,2%). Udział osób z najniższym wykształceniem zmniejszył się w porównaniu z 2017 r. o 1,4 p. proc. Liczba osób bezrobotnych z wyższym wykształceniem w ciągu 2018 r. zmniejszyła się (o 11,6%), ale ich odsetek wzrósł o 0,3 p. proc. do poziomu 13,9%.
W 2018 r., w porównaniu z rokiem poprzednim, we wszystkich kategoriach wyodrębnionych ze względu na czas pozostawania bez pracy odnotowano spadek liczby bezrobotnych; największy wystąpił w przypadku osób pozostających bez pracy od 12 do 24 miesięcy (o 24,7%, przy spadku udziału grupy o 1,9 p. proc.), a najmniejszy w kategorii do 3 miesięcy (o 6,8%, przy wzroście udziału grupy o 2,8 p. proc.). Największe trudności ze znalezieniem pracy miały osoby ze stażem pracy 1–5 lat (26,1% liczby bezrobotnych ogółem) i w porównaniu z rokiem poprzednim udział tej grupy wzrósł najbardziej, tj. o 0,5 p. proc. Natomiast w porównaniu do 2015 r. najmocniej zmalał odsetek bezrobotnych bez stażu pracy (o 2,5 p. proc. do 10,1%) oraz ze stażem pracy 20–30 lat (o 1,1 p. proc. do 9,8%).
Bezrobotni będący w szczególnej sytuacji na rynku pracy w końcu grudnia 2018 r. stanowili 82,2% ogółu bezrobotnych. Najliczniejszą grupą byli długotrwałe bezrobotni (21,8 tys. osób, tj. o 22,1% mniej niż w 2017 r.), których udział w populacji bezrobotnych wyniósł 42,9%. Odsetek bezrobotnych w wieku poniżej 30 roku życia ukształtował się na poziomie 27,6%, a osób w wieku powyżej 50 roku 25,8%.
W 2018, w porównaniu z rokiem poprzednim, spada liczba osób korzystających ze świadczeń pomocy społecznej (o 9,6%), ale udział tej grupy w bezrobotnych ogółem zwiększył się o 0,2 p. proc. i osiągnął 3,6%. Odsetek bezrobotnych posiadających co najmniej jedno dziecko w wieku do 6 roku życia ukształtował się na poziomie 23,2%, a osób posiadających dziecko niepełnosprawne w wieku do 18 roku życia – 0,3%. Odsetek bezrobotnych niepełnosprawnych ukształtował się na poziomie 8,0%, przy spadku ich liczby o 0,6 tys., tj. o 12,3%.
Stopa bezrobocia rejestrowanego w województwie wielkopolskim w kolejnych miesiącach 2018 r. była niższa od notowanej w analogicznych okresach 2017 r., a maksymalna zmiana wynosiła 1,3 p. proc. Podobna sytuacja wystąpiła w kraju. W końcu grudnia 2018 r. stopa bezrobocia rejestrowanego w Polsce osiągnęła 5,8%, tj. o 0,8 p. proc. mniej niż przed rokiem i o 3,9 p.proc. mniej w porównaniu z 2015 r. W województwie wielkopolskim w końcu 2018 r. stopa bezrobocia rejestrowanego była najniższa w kraju i ukształtowała się na poziomie 3,1%, tj. o 0,6 p. proc. mniej niż rok wcześniej oraz o 3,0 p. proc mniej w stosunku do 2015 r.
Spadek stopy bezrobocia w skali roku odnotowano w niemal wszystkich powiatach, wyjątkiem stanowił powiat turecki (wzrost o 0,1 p. proc do 4,4%). Nadal obserwowano dość duże zróżnicowanie terytorialne stopy bezrobocia rejestrowanego w województwie. Rozpiętość pomiędzy najniższą oraz najwyższą wartością tego wskaźnika w powiatach wyniosła 7,8 p. proc., lecz w skali roku zmniejszyła się o 2,2 p. proc. Najwyższą stopę bezrobocia odnotowano w powiatach: konińskim (9,0%), złotowskim (7,0%) oraz chodzieskim (6,9%), zaś najniższą – w Poznaniu (1,2%) i w powiatach: wolsztyńskim (1,4%) oraz poznańskim (1,4%).
W 2018 r. w województwie wielkopolskim liczba nowo zarejestrowanych bezrobotnych wyniosła 112,6 tys. osób i była mniejsza niż przed rokiem (o 18,8 tys., tj. o 14,3%) oraz mniejsza w porównaniu z zanotowaną w 2015 r. (o 61,2 tys., tj. o 35,2%). Najliczniejszą grupę nadal stanowiły osoby rejestrujące się po raz kolejny, a ich udział w ogólnej liczbie nowo zarejestrowanych zmniejszył się w stosunku do 2017 r. (0,2 p. proc.) i osiągnął 79,5%.
**Liczba bezrobotnych i stopa bezrobocia w województwie wielkopolskim w latach 1999-2019**
| Rok i miesiąc | Liczba bezrobotnych ogółem | Liczba bezrobotnych kobiet | Procent bezrobotnych kobiet | Liczba bezrobotnych mężczyzn | Procent bezrobotnych mężczyzn | Stopa bezrobocia (w %) |
|---------------|---------------------------|---------------------------|-----------------------------|-----------------------------|-----------------------------|------------------------|
| 1999 XII | 164 639 | 96 696 | 58,7 | 67 943 | 41,3 | 10,5 |
| 2000 XII | 193 326 | 111 496 | 57,7 | 81 830 | 42,3 | 12,5 |
| Rok | Miesiąc | Liczba bezrobotnych | Liczba osób w aktywnym rynku pracy | Stopa bezrobocia | Liczba osób bezrobotnych | Stopa bezrobocia |
|-----|---------|-------------------|----------------------------------|-----------------|------------------------|-----------------|
| 2001| XII | 237 268 | 127 850 | 53,9 | 109 418 | 46,1 |
| 2002| XII | 249 238 | 129 906 | 52,1 | 119 332 | 47,9 |
| 2003| XII | 247 869 | 132 100 | 53,3 | 115 769 | 46,7 |
| 2004| XII | 232 251 | 127 938 | 55,1 | 104 313 | 44,9 |
| 2005| XII | 211 420 | 122 011 | 57,7 | 89 409 | 42,3 |
| 2006| XII | 169 089 | 105 818 | 62,6 | 63 271 | 37,4 |
| 2007| XII | 112 827 | 74 192 | 65,8 | 38 635 | 34,2 |
| 2008| XII | 91 441 | 56 564 | 61,9 | 34 877 | 38,1 |
| 2009| XII | 133 563 | 73 039 | 54,7 | 60 524 | 45,3 |
| 2010| XII | 135 172 | 75 711 | 56,0 | 59 461 | 44 |
| 2011| XII | 134 954 | 78 369 | 58,1 | 56 585 | 41,9 |
| 2012| XII | 147 902 | 81 292 | 55,0 | 66 610 | 45,0 |
| 2013| XII | 144 832 | 79 790 | 55,1 | 65 042 | 44,9 |
| 2014| XII | 116 410 | 65 842 | 56,6 | 50 568 | 43,4 |
| 2015| XII | 93 311 | 53 807 | 57,7 | 39 504 | 42,3 |
| 2016| XII | 77 697 | 45 716 | 58,8 | 31 981 | 41,2 |
| 2017| XII | 58 857 | 35 766 | 60,8 | 23 091 | 39,2 |
| 2018| XII | 50 867 | 31 452 | 61,8 | 19 415 | 38,2 |
| 2019| VI | 46 220 | 28 524 | 61,7 | 17 696 | 38,3 |
W końcu czerwca 2019 r. liczba bezrobotnych zarejestrowanych w urzędach pracy wyniosła 46,2 tys. osób i była o 1,9 tys. (o 3,4%) mniejsza niż w poprzednim miesiącu oraz o 6,2 tys. (o 11,8%) mniejsza niż w czerwcu 2018 r. Kobiety stanowiły 61,7% ogółu zarejestrowanych bezrobotnych (w analogicznym okresie 2018 r. - 62,0%). Stopa bezrobocia rejestrowanego w województwie wielkopolskim w końcu czerwca 2019 r. wyniosła 2,8%, tj. o 0,1 p. proc. mniej niż przed miesiącem i o 0,4 p. proc. mniej niż przed rokiem. Stopa bezrobocia w województwie pozostawała najniższa w kraju, gdzie wskaźnik układał się na poziomie 5,3%, czyli o 0,1 p. proc. niższym niż w maju br. i o 0,5 p. proc. niższym niż w czerwcu 2018 r. Stopa bezrobocia w województwie wielkopolskim nadal była zróżnicowana terytorialnie. Do powiatów o najwyższej stopie bezrobocia należały: koniński (7,8% wobec 9,7% w czerwcu ub. roku), słupecki (6,6% wobec 7,4%) i chodzieski (6,2% wobec 6,9%), a o najniższej – Poznań (1,2% wobec 1,3%), poznański (1,3% wobec 1,5%) oraz wolsztyński (1,4%; podobnie jak przed rokiem).
**Stopa bezrobocia rejestrowanego w Wielkopolsce w poszczególnych miesiącach 2018-2019**
| Miesiąc | Styczeń 2018 | Lipiec 2018 | Sierpień 2018 | Styczeń 2019 | Luty 2019 | Marzec 2019 | Kwiecień 2019 | Maj 2019 | Czerwiec 2019 |
|---------------|--------------|-------------|---------------|--------------|-----------|-------------|---------------|---------|---------------|
| Styczeń 2018 | 3,8% | | | | | | | | |
| Luty 2018 | 3,9% | | | | | | | | |
| marzec 2018 | 3,7% | | | | | | | | |
| Kwiecień 2018 | 3,5% | | | | | | | | |
| Maj 2018 | 3,4% | | | | | | | | |
| czerwiec 2018 | 3,2% | | | | | | | | |
| Lipiec 2018 | 3,2% | | | | | | | | |
| Sierpień 2018 | 3,2% | | | | | | | | |
| Wrzesień 2018 | 3,2% | | | | | | | | |
| Październik 2018 | 3,1% | | | | | | | | |
| Listopad 2018 | 3,1% | | | | | | | | |
| Grudzień 2018 | 3,1% | | | | | | | | |
Wynagrodzenia
Przeciętne miesięczne wynagrodzenie brutto w sektorze przedsiębiorstw w województwie wielkopolskim w 2018 r. ukształtowało się na poziomie wyższym niż w roku poprzednim. W porównaniu z 2017 r. zwiększyło się również średnie wynagrodzenie za godzinę pracy oraz czas przepracowany w sektorze przedsiębiorstw. Przeciętne wynagrodzenie brutto to stosunek sumy wynagrodzeń osobowych brutto, honorariów wypłaconych niektórym grupom pracowników za prace wynikające z umowy o pracę, wypłat z tytułu udziału w zysku do podziału lub w nadwyżce bilansowej w spółdzielniach oraz dodatkowych wynagrodzeń rocznych dla pracowników jednostek sfery budżetowej do przeciętnej liczby zatrudnionych w danym okresie, po wykluczeniu osób wykonujących prace naktładczą oraz zatrudnionych za granicą.
W 2018 r. w województwie przeciętne miesięczne wynagrodzenie brutto w sektorze przedsiębiorstw osiągnęło 4436,31 zł i było wyższe niż w roku poprzednim o 7,0%. W kraju przeciętne wynagrodzenie brutto wyniosło 4852,29 zł, co oznacza wzrost o 7,1% w odniesieniu do zanotowanego przed rokiem.
W 2018 r., w stosunku do roku poprzedniego, wzrost wynagrodzeń wystąpił w większości sekcji sektora przedsiębiorstw w województwie, przy czym najwyższy notowano w informacji i komunikacji (o 12,1%), zakwaterowaniu i gastronomii (o 10,5%), budownictwie (o 10,4%) oraz administrowaniu i działalności wspierającej (o 10,4%). Spadek wynagrodzeń stwierdzono w jednej sekcji, w obsłudze rynku nieruchomości (o 0,7%). W okresie sprawozdawczym w województwie wielkopolskim najwyższe przeciętne miesięczne wynagrodzenia brutto odnotowano w sekcjach: informacja i komunikacja oraz wytwarzanie i zaopatrywanie w energię elektryczną, gaz, parę wodną i gorącą wodę; przekroczyły one, odpowiednio o 68,9% i 64,5%, średnie wynagrodzenie w sektorze przedsiębiorstw w województwie. Najniższe wynagrodzenia zaobserwowano w zakwaterowaniu i gastronomii oraz administrowaniu i działalności wspierającej (odpowiednio niższe o 27,0% i 21,8%).
W 2018 r. zatrudnieni w jednostkach sektora przedsiębiorstw w województwie przepracowali łącznie 1324,7 mln godzin, tj. o 4,1% więcej niż przed rokiem. Najwięcej godzin przepracowano w sekcjach przetwórstwo przemysłowe – 558,5 mln (42,2% ogółu) oraz handel; naprawa pojazdów samochodowych – 394,2 mln (29,8%). Średni czas przepracowany w ciągu miesiąca przez 1 zatrudnionego w sektorze przedsiębiorstw w 2018 r. wyniósł 145 godziny. Przeciętne wynagrodzenie godzinowe brutto w tym okresie ukształtowało się na poziomie 30,71 zł. W porównaniu z 2017 r. zaobserwowano wzrost wynagrodzenia za godzinę pracy o 7,5%. Najwyższe wynagrodzenie za przepracowaną godzinę otrzymali zatrudnieni w sekcji informacja i komunikacja – 49,47 zł, a najniższe w sekcji zakwaterowanie i gastronomia – 21,73 zł.
**Przeciętne miesięczne wynagrodzenie brutto w sektorze przedsiębiorstw w 2018 r.**
| Wyszczególnienie | XII 2018 | XII 2017=100 | I-XII 2018 | I-XII 2017=100 |
|------------------|----------|--------------|------------|---------------|
| **OGÓŁEM** | 4695,22 | 106,3 | 4436,31 | 107,0 |
| **w tym:** | | | | |
| **Przemysł** | 4965,58 | 104,1 | 4699,15 | 107,5 |
| **górnicstwo i wydobycie** | 7897,10 | 94,2 | 6215,34 | 109,3 |
| **przetwórstwo przemysłowe** | 4850,18 | 104,3 | 4624,59 | 107,7 |
| **wytwarzanie i zaopatrywanie w energię elektryczną, gaz, parę wodną i gorącą wodę** | 7216,44 | 102,5 | 7298,34 | 105,1 |
| **dostawa wody, gospodarowanie ściekami i odpadami; rekultywacja** | 5449,24 | 111,1 | 4413,26 | 106,6 |
| **Budownictwo** | 5563,31 | 116,9 | 4956,46 | 110,4 |
| **Handel; naprawa pojazdów samochodowych** | 4057,80 | 105,0 | 3985,57 | 106,8 |
| **Transport i gospodarka magazynowa** | 4074,18 | 107,1 | 3981,80 | 101,5 |
| **Zakwaterowanie i gastronomia** | 3276,67 | 102,0 | 3236,48 | 110,5 |
| **Informacja i komunikacja** | 8813,95 | 128,9 | 7493,92 | 112,1 |
| **Obsługa rynku nieruchomości** | 5350,16 | 101,0 | 4838,58 | 99,3 |
| **Działalność profesjonalna, naukowa i techniczna** | 6344,72 | 111,7 | 5999,76 | 110,0 |
| **Administrowanie i działalność wspierająca** | 4059,36 | 115,7 | 3467,02 | 110,4 |
Przeciętne miesięczne wynagrodzenie brutto w sektorze przedsiębiorstw w województwie wielkopolskim w czerwcu 2019 r. wyniosło 4636,29 zł i w stosunku do poprzedniego miesiąca obniżyło się o 1,2%, a w porównaniu z czerwcem 2018 r. wzrosło o 5,9% (w czerwcu ub. roku poziom wynagrodzeń spadł o 0,3% w ujęciu miesięcznym, ale wzrósł o 8,2% w skali roku). W porównaniu z czerwcem 2018 r. przeciętne miesięczne wynagrodzenie zwiększyło się w większości sekcji sektora przedsiębiorstw, a największy wzrost dotyczył wytwarzania i zaopatrywania w energię elektryczną, gaz, parę wodną i gorącą wodę (o 11,9%), administrowania i działalności wspierającej (o 9,9%) oraz informacji i komunikacji (o 9,4%). Spadek przeciętnego wynagrodzenia zanotowały jedynie przedsiębiorstwa związane z górnictwem i wydobyciwaniem (o 12,7%).
Przeciętne miesięczne wynagrodzenie brutto w sektorze przedsiębiorstw w I półroczu 2019 r.
| Wyszczególnienie | VI 2019 | I-VI 2019 |
|------------------------------------------------------|---------------|----------------|
| | w zł | VI 2018-100 | w zł | I-VI 2018-100 |
| **OGÓŁEM** | 4636,29 | 105,9 | 4673,89 | 106,8 |
| **w tym:** | | | | |
| Przemysł | 4855,61 | 104,7 | 4897,17 | 106,1 |
| górnictwo i wydobycie | 5366,67 | 87,3 | 5960,52 | 104,4 |
| przetwórstwo przemysłowe | 4797,01 | 104,8 | 4835,29 | 106,3 |
| wytwarzanie i zaopatrywanie w energię elektryczną, gaz, parę wodną i gorącą wodę | 7563,82 | 111,9 | 7588,60 | 101,7 |
| dostawa wody; gospodarowanie ściekami i odpadami; rekultywacja | 4494,42 | 104,6 | 4422,85 | 105,5 |
| Budownictwo | 5344,37 | 107,4 | 5141,21 | 107,5 |
| Handel; naprawa pojazdów samochodowych | 4234,88 | 107,4 | 4327,09 | 108,7 |
| Transport i gospodarka magazynowa | 4089,03 | 104,2 | 4092,08 | 105,3 |
| Zakwaterowanie i gastronomia | 3384,34 | 104,9 | 3319,38 | 103,3 |
| Informacja i komunikacja | 8060,18 | 109,4 | 7664,09 | 103,1 |
| Obsługa rynku nieruchomości | 4864,91 | 103,8 | 4889,30 | 104,7 |
| Działalność profesjonalna, naukowa i techniczna | 6197,42 | 102,0 | 6296,62 | 102,1 |
| Administrowanie i działalność wspierająca | 3661,68 | 109,9 | 3745,55 | 110,7 |
**ATRAKCYJNOŚĆ INWESTYCYJNA WOJEWÓDZTWA WIELKOPOLSKIEGO**
Wielkopolska należy do najlepiej rozwiniętych przemysłowych regionów Polski. W strukturze przemysłu województwa wielkopolskiego jest widoczna silna pozycja przemysłu spożywczego (20% wartości produkcji sprzedanej całego przemysłu województwa przypadło w 2018 roku na produkcję artykułów spożywczych). Wyróżnia się w niej także produkcja pojazdów samochodowych, przyczep i naczep (14%), produkcja urządzeń elektrycznych (7%), mebli (8%) oraz wyrobów z gumy i tworzyw sztucznych (6%). Jako ważny region przemysłowy Polski województwo wielkopolskie odznacza się znacznym udziałem w krajowej produkcji w wielu rodzajach przemysłu.
Województwo wielkopolskie charakteryzuje się ponadprzeciętną krajową ogólną atrakcyjnością inwestycyjną, świadczy o tym przyznanie województwu klasy C wskaźnika potencjalnej atrakcyjności inwestycyjnej (PAI2) dla gospodarki narodowej. Region uzyskał także wysokie oceny potencjalnej atrakcyjności inwestycyjnej przemysłu kapitałochłonnego i pracochłonnego (klasa C), handlu i napraw (klasa C), zakwaterowania i gastronomii (klasa C), a także działalności profesjonalnej, naukowej i technicznej (klasa C).
Województwo wielkopolskie zostało sklasyfikowane na 160 miejscu wśród wszystkich 281 regionów Unii Europejskiej szczebla NUTS 2. Zajęte miejsce sklasyfikuje województwo jako posiadające dość niską atrakcyjność inwestycyjną (klasa D) w skali UE. Oznacza to jednak poprawę o jedną klasę względem rankingu poprzedniego roku.
**Województwo wielkopolskie jest bardziej atrakcyjne między innymi niż regiony:**
- **Austria**: Burgenland;
- **Belgia**: prowincje Limburg, Hainaut., Luxembourg oraz Namur;
- **Chorwacja**: Jadranska Hrvatska, Kontinentalna Hrvatska;
- **Francja**: Champagne-Ardennes, Picardie, Centre, Basse-Normandie, Bourgogne, Lorraine, Poitou-Charentes, Limousin, Auvergne, Guadeloupe, Martinique, Guyane, Réunion;
- **Hiszpania**: Galicia, Cantabria, Castilla y León, Castilla-La Mancha, Extremadura, Comunidad Valenciana, Illes Balears, Andalucia, Región de Murcia, Canarias;
- **Holandia**: Friesland, Drenthe, Zeeland;
Niemcy: Brandenburg, Kassel, Mecklenburg-Vorpommern, Lüneburg, WeserEms, Münster, Koblenz, Saarland, Chemnitz, Sachsen-Anhalt;
Portugalia: Norte, Algarve, Centro, Alentejo, Região Autónoma dos Açores, Região Autónoma da Madeira;
Rumunia: Nord-Vest, Centru, Nord-Est, Sud-Est, Sud - Muntenia, Sud-Vest Oltenia, Vest;
Słowacja: Západné Slovensko, Stredné Slovensko, Východné Slovensko;
Słowenia: Vzhodna Slovenija;
Węgry: Közép-Dunántúl, Nyugat-Dunántúl, Dél-Dunántúl, Észak-Magyarország, Észak-Alföld, Dél-Alföld;
Wielka Brytania: Cumbria, East Yorkshire and Northern Lincolnshire, Lincolnshire, Cornwall and Isles of Scilly, West Wales and The Valleys, Highlands and Islands;
Włochy: Valle d’Aosta/Vallée d’Aoste, Abruzzo, Molise, Campania, Puglia, Basilicata, Calabria, Sicilia, Sardegna, Veneto, Friuli-Venezia Giulia, Umbria, Marche.
W okresie sprawozdawczym na terenie województwa wielkopolskiego działały następujące podstrefy pięciu Specjalnych Stref Ekonomicznych:
1. Kamiennogórskiej SSE Małej Przedsiębiorczości (1) – Ostrów Wielkopolski;
2. Kostrzyńsko-Stubickiej SSE (16) – Buk, Chodzież, Gniezno, Kwilcz, Lipno, Międzychód, Nowy Tomyśl, Piła, Poznań, Przemęt, Sieraków, Stęszew, Swarzędz, Śmigiel, Wągrowiec i Wronki;
3. Łódzkiej SSE (6) – Kalisz, Komorniki, Nowe Skalmierzyce, Ostrzeszów, Przykona, Trojanów i Turek;
4. Pomorskiej SSE (2) – Czarnków i Piła;
5. Wałbrzyskiej SSE Invest Park Sp. z o.o. (8) – Kalisz, Kościan, Kratoszyn, Leszno, Poznań, Przeźmierowo k/Poznania, Śrem i Września.
Podstrefy Specjalnych Stref Ekonomicznych w województwie wielkopolskim zajmowały powierzchnię blisko 1200 ha, w tym zagospodarowanych było ponad 700 ha. Pod względem powierzchni zagospodarowanej największymi pozostawały podstrefa Wałbrzyskiej SSE oraz podstrefa Kostrzyńsko-Stubickiej SSE, najmniejszą natomiast podstrefa Kamiennogórskiej SSE.
Liczba miejsc pracy w podstrefach samej tylko Kostrzyńsko-Stubickiej SSE wyniosła 12850 (szacunkowo ok. 23000 we wszystkich podstrefach SSE w Wielkopolsce). Wydanych zostało łącznie ok. 100 zezwoleń na prowadzenie działalności gospodarczej na terenie podstref. Wiodącymi branżami w podstrefach pozostały: metalowa, motoryzacyjna, budowlana, wyrobów z tworzyw sztucznych, urządzeń elektrycznych, optyczna, meblarska, chemiczna, wyrobów sanitarnych, konstrukcji stalowych oraz aluminiowych, opakowań i produkcji gazów technicznych. Pierwotne przywileje dla inwestorów działających w Specjalnych Strefach Ekonomicznych miały być zlikwidowane już w 2014 roku, jednakże w dniu 23.07.2013 r. zmienionych zostało 14 rozporządzeń dotyczących SSE, przedłużając okres funkcjonowania stref do 31.12.2026 r.
Podstawy funkcjonowania Specjalnych Stref Ekonomicznych reguluje ustawa z dnia 20.10.1994 r. o specjalnych strefach ekonomicznych (tj. DZ.U., 2019 poz. 482). Istotne zmiany w zasadach działania Specjalnych Stref Ekonomicznych wprowadziła ustawa z dnia 10.05.2018 r. o wspieraniu nowych inwestycji (tj. Dz.U. 2018 poz.1162), która weszła w życie 30.06.2018 r. (patrz poniżej). Dotychczasowe zezwolenia na prowadzenie działalności gospodarczej na terenie specjalnych stref ekonomicznych (SSE) pozostają w mocy maksymalnie do końca 2026 r.
Najważniejsze zmiany w funkcjonowaniu Specjalnych Stref Ekonomicznych w Polsce:
- zachęty podatkowe dostępne w całej Polsce, na terenach, na których można prowadzić działalność gospodarczą. Firmy nie muszą przenosić się do Stref i inwestować z dala od dotychczasowego obszaru działania. Zlikwidowana została długotrwała i obciążająca przedsiębiorcę procedura zmiany granic SSE,
- warunki uzyskania zwolnienia z podatku zależą od wielkości firmy oraz od stopy bezrobocia w danym powiecie,
- wymagane nakłady inwestycyjne dostosowane do możliwości firm, w zależności czy są to mikro, małe czy średnie przedsiębiorstwa. Uwzględniana jest także sytuacja gospodarczo-społeczna na danym
terenie, w tym zasada, że im wyższe bezrobocie w powiecie, tym niższe wymagane nakłady inwestycyjne.
- premiowanie inwestycji w miastach średnich, tracących funkcje gospodarcze i społeczne. Na preferencje mogą liczyć również pozostałe regiony, w których występuje wysokie bezrobocie.
- premiowanie przede wszystkim przedsiębiorstw, które mają wpływ na konkurencyjność i innowacyjność gospodarki regionu, a w konsekwencji na rozwój jej potencjału gospodarczego,
- decyzja dotycząca preferencji wydawana jest na czas określony – standardowo od 10 do 15 lat. Jednak im wyższa jest pomoc publiczna w regionie dozwolona przez Unię Europejską, tym dłuższy możliwy okres zwolnienia. Nowa ustawa nie wprowadziła zmian nabytych praw dla inwestycji, które działają już w SSE.
Spółki zarządzające Strefami odgrywają nową rolę w przyciąganiu inwestycji. Są głównym punktem kontaktu w regionie do obsługi inwestora, a także regionalnym koordynatorem udzielania pomocy publicznej w obszarze instrumentu zwolnień podatkowych i dotacji rządowych.
**Literatura**
EUROSTAT News Release No. 34/2019: GDP per capita in 281 EU regions
*Wyd.: EUROSTAT, Bruksela, 26.02.2019.*
Informacja o sytuacji społeczno-gospodarczej kraju w 2018 r.
*Wyd.: Główny Urząd Statystyczny, Warszawa 31.01.2019.*
Dokument roboczy służb Komisji. Sprawozdanie krajowe – Polska 2019: SWD (2019) 1020
*Wyd. Komisja Europejska, Bruksela 27.02.2019.*
Podmioty gospodarki narodowej w rejestrze REGON w województwie wielkopolskim
*Wyd.: Urząd Statystyczny w Poznaniu, Poznań 15.02.2019*
Powierzchnia i ludność w przekroju terytorialnym w 2019 r.
*Wyd. Główny Urząd Statystyczny, Warszawa 2019.*
Raport o sytuacji społeczno-gospodarczej województwa wielkopolskiego w 2018 r.
*Wyd. Urząd Statystyczny w Poznaniu, Poznań 22.05.2019.*
Komunikat o sytuacji społeczno-gospodarczej województwa wielkopolskiego w grudniu 2018
*Wyd. Urząd Statystyczny w Poznaniu, Poznań 29.01.2019.*
Komunikat o sytuacji społeczno-gospodarczej województwa wielkopolskiego w czerwcu 2019
*Wyd. Urząd Statystyczny w Poznaniu, Poznań 26.07.2019.*
Cudzoziemcy na wielkopolskim rynku pracy w 2018 r.
*Wyd. Urząd Statystyczny w Poznaniu, Poznań 09.05.2019.*
Aktywność ekonomiczna ludności w województwie wielkopolskim w IV kwartale 2018 r.
*Wyd. Urząd Statystyczny w Poznaniu, Poznań 29.03.2019.*
Opracowania i materiały własne Departamentu Gospodarki UMWW
**Opracowanie**
Stanisław H. Kaj
Główny Specjalista
Oddział Marki Wielkopolska (DRG-II-1)
Departament Gospodarki UMWW
Poznań, 09.09.2019 r. | f6fdb38d-0328-4ae7-b7d4-bf26eb6bb4a7 | HuggingFaceFW/finepdfs/tree/main/data/pol_Latn/train | finepdfs | pol_Latn | 87,005 |
Veröffentlichung
Reisteil- und Brennholzversteigerung
Öffentliche Versteigerung am Mittwoch, 22. Januar 2020 um 19.30 Uhr in der Delauhalle in Laichingen-Feldstetten von:
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Ufficio stampa
Rassegna stampa
28 maggio 2009
Responsabile :
Claudio Rao (tel. 06/32.21.805 – e-mail:firstname.lastname@example.org)
www.oua.it
SOMMARIO
Pag 3 USURA: Oua, su ddl giudizio positivo ma servono modifiche (mondo professionisti)
Pag 4 USURA: Disegno di legge antiusura: l'Oua chiede modifiche (il denaro)
Pag 5 PROCESSO CIVILE: Riforma approvata al Senato : i commenti (osservatorio sulla legalità)
Pag 7 PROCESSO CIVILE: La riforma del processo subito (italia oggi
Pag 8 PROCESSO CIVILE: Così cambierà il rito: le modifiche al Cpc punto per punto - di Bruno Sassani - Avvocato, Ordinario di diritto Processuale Civile nella Facoltà di Giurisprudenza della Università di Roma "Tor Vergata" (diritto e giustizia)
Pag 15 PROCESSO CIVILE: Filtro in Cassazione, quando scatta l'inammissibilità del ricorso - di Caterina Garufi – Magistrato (diritto e giustizia)
Pag 18 PROCESSO CIVILE: Bene l'ottica della semplificazione. Ma sono troppe le incombenze ai giudici di pace assegnate senza un previo riordino normativo. E il "filtro" per la Suprema corte arriva a sfidare anche i precetti Costituzionali - di Giuseppe Sileci - Presidente dell'Associazione italiana giovani avvocati (diritto e giustizia)
Pag 21 PROCESSO CIVILE: La testimonianza scritta, un nuovo strumento semplificatore da accogliere in positivo. Resta la zavorra dei formalismi generati dalla irrisolta moltitudine (27) tra riti e modelli processuali di Pietro Porri - *Segretario dell'Unione nazionale delle camere civili (diritto e giustizia)
Pag 23 PROCESSO CIVILE: Cause civili, riforma in due tempi (il sole 24 ore)
Pag 24 INFORMATIZZAZIONE: Un processo sempre più hi-tech (italia oggi)
Pag 25 AVVOCATI: Avvocati parte attiva per riforme al passo coi tempi di Ester Perifano - Segretario generale Anf (Associazione nazionale forense) (italia oggi)
Pag 27 AVVOCATI: Sale la protesta dei legali d'ufficio (il sole 24 ore - roma)
Pag 28 AVVOCATI: Nuove regole in Tribunale per accelerare i pagamenti (il sole 24 ore)
Pag 29 AVVOCATI: Difesa gratuita da 4,7 milioni (il sole 24 ore)
Pag 30 AVVOCATI: Carceri, 17 mila nuovi posti letto (italia oggi)
Pag 31 MINORI: I penalisti: videoregistrare le testimonianze dei minori (italia oggi)
Pag 32 PRATICANTI AVVOCATI: La banca paga i praticanti (italia oggi)
Pag 33 TRIBUNALI: Notifica telematica (italia oggi)
Pag 34 ANTIRICICLAGGIO: L'antiriciclaggio mette le ali (italia oggi)
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
MONDO PROFESSIONISTI
Usura: Oua, su ddl giudizio positivo ma servono modifiche
Ieri una delegazione dell'Organismo Unitario dell'Avvocatura, composta dal segretario Giuseppe Lepore e dal coordinatore della commissione Conciliazione Antonio Caliò, sono stati ascoltati dalla Commissione Giustizia della Camera dei Deputati sulle "Disposizioni in materia di usura e di estorsione, nonché di composizione delle crisi da sovra indebitamento". L'Oua ha espresso un giudizio positivo ma anche richiesto modifiche al testo. Presentato un documento con le osservazioni e gli emendamenti (di seguito). L'Oua condivide la finalità del progetto in discussione: evitare che l'esecuzione, forzata o no, dell'obbligo di rimborsare i creditori implichi la «rovina» del debitore e, dunque, la sua emarginazione. In questa'ottica, si evidenziano alcuni limiti di impostazione a fronte di un intervento legislativo d'ordine pubblico che dovrebbe essere, invece, di protezione sociale. Limiti che se non colmati da una previsione legislativa più organica ed innovativa riducono o rendono impossibile il perseguimento di quelle (oggi ancor più attuali) proclamate ragioni di solidarietà sociale che sono la dichiarata finalità dell'intervento, e cioè il risanamento della posizione economica del debitore e la possibilità per lui di un nuovo inizio, tale da permettergli di riassumere un ruolo economico attivo, assicurando, nel contempo, la tutela della parità di comportamento tra tutti i creditori. Tra gli aspetti non condivisi, anche, la scelta di prevedere a soggetti, privi di specifiche competenze, materie riservate da sempre all'avvocatura, per i rilevanti interessi di rango costituzionale, prevedendo, tra l'altro, che non sia obbligatoria l'assistenza di un difensore né per il debitore, né per i creditori.
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
IL DENARO
Disegno di legge antiusura: l'Oua chiede modifiche
L'Organismo unitario dell'avvocatura (in sigla Oua) dà un giudizio positivo sul disegno di legge contro l'usura. Una delegazione dell'Oua, composta dal segretario Giuseppe Lepore e dal coordinatore della commissione Conciliazione Antonio Caliò, è stata ascoltata su questo argomento dalla Commissione Giustizia della Camera dei Deputati. L'Oua richiede alcune modifiche al testo. Tra gli aspetti non condivisi la scelta di attribuire, nella fase di composizione della crisi, a soggetti privi di specifiche competenze, materie riservate da sempre all'avvocatura. L'Oua critica in particolare la scelta di non considerare obbligatoria l'assistenza di un difensore né per il debitore, né per i creditori. Giovanni Capozzi www.oua.it
OSSERVATORIO SULLA LEGALITA'
Processo civile , riforma approvata al Senato : i commenti
Un'occasione mancata. Cosi' i giovani avvocati dell'AIGA sulla accelerazione dei processi, dopo l'approvazione da parte del Senato della riforma del processo civile. I giovani avvocati rilevano che per una curiosa coincidenza, l'approvazione del provvedimento e' giunta all'indomani della pubblicazione dei dati Istat relativi ai procedimenti giudiziari civili del 2007, la cui lettura, secondo il presidente Aiga, Giuseppe Sileci, "rafforza il convincimento che – al di là della utilità o meno di alcune novità, che solo con il tempo potranno essere valutate – il Parlamento ha perso l'ennesima occasione per introdurre meccanismi di accelerazione dei giudizi senza compromettere il diritto di difesa e, più in generale, l'accesso al servizio giustizia".
"Infatti - spiega Sileci - in luogo di un accorciamento di molti termini difensivi (che, senza la previsione di termini perentori per i giudici, non consentiranno nessun vero recupero di efficienza), ovvero della incostituzionale introduzione del c.d. 'filtro' per i ricorsi in Cassazione, sarebbe stato senz'altro più aderente allo scopo di ridurre i tempi processuali un intervento del legislatore teso ad introdurre un tentativo obbligatorio di conciliazione endoprocessuale. Se nel 2007 solo 111.654 giudizi pendenti dinanzi ai giudici di pace in materia di risarcimento dei danni da circolazione stradale si sono esauriti con sentenza su un totale di 246.685, è difficile negare che dietro a gran parte dei procedimenti definiti con provvedimento diverso vi sia una conciliazione tra le parti ed è altrettanto difficile negare che queste conciliazioni sono state agevolate dagli esiti dell'attività istruttoria. Parimenti, non è certo dipeso dal semplice caso se – sempre nel 2007 – i tribunali hanno smaltito 843.317 processi ma di questi solo 448.529 con sentenza".
"La chiarezza di questi dati", ha concluso il presidente dei Giovani avvocati, "avrebbe dovuto suggerire al legislatore la adozione di meccanismi processuali che favorissero la conciliazione nel processo. Invece nulla di tutto ciò, è questa l'amara constatazione, è stato fatto mentre si sono addossati solo sui cittadini, tramite i loro difensori, alquanto discutibili inasprimenti processuali, alcuni dei quali di dubbia costituzionalità, come se lo scopo del processo non fosse quello di rendere giustizia a chi la ha, ma di celebrarsi ed esaurirsi ad ogni costo nel minor tempo possibile".
Critici sul punto era stato anche l'Organismo Unitario dell'Avvocatura. Mentre il pdl era ancora in discussione, l'assemblea dell'Oua aveva infatti approvato un documento sul filtro in Cassazione previsto nella riforma del processo civile, dando un giudizio negativo e proponendo alcuni emendamenti migliorativi. Maurizio de Tilla, Presidente dell'OUA, aveva spiegato che "Il testo di riforma del processo civile trasmesso dalla Camera al Senato poteva essere considerato un primo passo di riforma processuale se non si fosse insistito nella previsione di un filtro in cassazione, sia pure accorciato e limitato nelle fattispecie indicate".
L'Oua ritiene che anche tale 'filtro corto' configga con il dettato dell'art. 111 (comma 7 cost.): "La generica discrezionalità attribuita alla Corte Suprema nella definizione di un ricorso ammissibile o inammissibile finisce per vanificare la norma costituzionale", spiegava ancora de Tilla, "La discrezionalità riguarda – nella previsione del 'filtro corto' – la presenza di una 'conforme giurisprudenza' non facilmente decifrabile e i principi informatori del giusto processo che non sono appropriatamente definiti. Il testo sia pure migliorato non elimina, inoltre, la confusione tra ammissibilità ed infondatezza che cancella i principi informatori del www.oua.it
processo, come hanno ribadito in più occasioni i giuristi esperti processualisti interpellati dall'avvocatura".
Una valutazione positiva, invece, da parte dell'Associazione nazionale per l'arbitrato e la conciliazione, che fa rilevare come con 136 voti favorevoli, 92 contrari e 4 astenuti, il Senato abbia dato il via libera definitivo anche al tentativo obbligatorio di conciliazione, in materia di controversie civili e commerciali. "Ora il ministro Angelino Alfano ha trenta giorni di tempo per l'emanazione del relativo Decreto Legislativo che disciplina la risoluzioni di controversie in riferimento alla tutela dei diritti disponibili dei cittadini - nota il presidente Giovanni Pecoraro - Le controversie potranno essere risolte da conciliatori specializzati attraverso Organismi di Conciliazione. Detti organismi debbono essere accreditati ed iscritti nel registro tenuto presso il Ministero della Giustizia".
"Non piu' tempi di giustizia lunghi e costosi, ma procedimenti snelli che dovranno concludersi entro 4 mesi e a costo di giustizia zero. - aggiunge Pecoraro - La conciliazione e' affidata agli oltre duecentomila tra avvocati e commercialisti o laureati in materie giuridiche ed economiche che sono o gia' specializzati o che si sono specializzati attraverso corsi formativi con enti accreditati presso il ministero della Giustizia. Spetta ora agli organi di informazione dare una giusta e corretta spiegazione su queste grandi modifiche riportate nel pacchetto giustizia. Finalmente al centro della giustizia controversie risolvibili con conciliatori terzi ed imparziali e possibilita' per i neo laureati di iniziare da subito un'attivita' lavorativa professionale redditizia".
Di sistema, invece, la critica dell'Unione Camere Civili, che - in occasione dell'analisi del D.L. 112/08 e sulla bozza di decreto legge in tema di giustizia civile e di modifiche del codice di procedura civile - aveva fra l'altro cosi' commentato: "si ribadisce la necessità che la riforma della giustizia civile non proceda per modifiche ai singoli articoli di codice di rito, ma sia radicale ed organica, non solo allo scopo di evitare, come accadde oggi, il convivere di più procedure diverse a seconda dell'epoca di instaurazione della lite, ma soprattutto perché così procedendo, i problemi riconnessi all'intollerabile durata dei processi si sono aggravati. E' perfettamente inutile prevedere tempi brevi o brevissimi, come è attualmente, per il compimento degli atti delle parti, e, poi, non vi è alcun limite temporali alle decisioni del Giudice. E' altrettanto velleitaria risulterà l'introduzione del processo telematico, ove la procedura non sia rivista nella sua attuale configurazione. Né migliore sorte hanno avuto il processo del lavoro e quello societario, segno tangibile che in assenza di adeguate risorse finanziari ed umane, qualsiasi tipo di processo è destinato al naufragio".
"Da sempre l'Unione Nazionale delle Camere Civili si batte per ottenere se non l'unificazione dei riti, quanto meno la loro riduzione e semplificazione, e che il processo deve tornare ad essere uno strumento ed una garanzia e non invece un ostacolo. - concludevano i civilisti - Prima di legiferare circa le varie disposizioni del Codice Civile, va finalmente stabilito che tipo di processo si vuole attuare, con quali fini e con quali mezzi". Mauro W. Giannini www.oua.it
ITALIA OGGI
Cosa entra immediatamente in vigore nella nuova legge sulla semplificazione normativa
La riforma del processo subito
Al via testimonianze scritte e rito sommario di cognizione
Riforma del processo civile in vigore da subito per le cause nuove. Non è prevista vacatio legis e quindi avvocati e giudici potranno applicare le novità del ddl semplificazione dopo la pubblicazione in Gazzetta Ufficiale (decorsi naturalmente i 15 giorni di rito). Il disegno di legge sulla semplificazione normativa convertito in legge dal senato (si veda ItaliaOggi di ieri) e ora in attesa di pubblicazione sulla Gazzetta Ufficiale contiene una serie di novità sia per il processo di cognizione sia per il processo di esecuzione, che devono essere studiate da subito, considerata la loro possibile vicina entrata in vigore.
Si potranno usare da subito le testimonianze scritte e anche il rito sommario di cognizione e conteranno da subito i nuovi limiti della competenza (aumentata dei giudici di pace).
Solo per alcuni istituti è previsto una applicazione anche alle cause in corso. Si tratta di un alleggerimento del contenuto delle sentenze (niente più necessaria ricostruzione, seppure sintetica, dello svolgimento del processo e possibilità di formulare la motivazione con il richiamo a precedenti conformi), della preclusioni di produzioni documentali in appello e della impugnabilità delle sentenze emesse al termine dei giudizi di cognizione in sede di opposizione a procedimenti esecutivi. Il tanto criticato filtro ai ricorsi in cassazione si applica ai provvedimenti successivi all'entrata in vigore della legge e quindi, anche qui, senza una vacatio legis.
Chi deve iniziare un giudizio, ovviamente dopo l'entrata in vigore della legge, deve, quindi, preoccuparsi delle novità per identificare quale sia il giudice competente e quale sia il rito applicabile.
A proposito della individuazione del giudice si deve tenere conto della aumentata competenza del giudice di pace (fino a 5 mila di valore del giudizio, e fino a 20 mila per i sinistri); in ogni caso l'avvocato deve fare attenzione a come scrive l'atto di citazione, in quanto deve modificare la formula di avviso a controparte su preclusioni e decadenze (articolo 167 codice di procedura riformulato: bisogna dare avviso delle novità sull'eccezione di incompetenza del giudice); e comunque bisogna capire che rito si applica: il rito societario è stato abrogato; ed è anche stato abrogato il rito del lavoro per i sinistri stradali. L'avvocato deve anche considerare se attivare il nuovo processi sommario di cognizione: valutarne la praticabilità e la convenienza. Le scelte processuali devono tenere conto del nuovo regime dell'attribuzione delle spese di soccombenza anche alla parte vincitrice che ha rifiutato una ragionevole proposta di accordo bonario.
In ogni processo nuovo parte la calendarizzazione del giudizio e le parti potranno avere un'idea di quanto dura il processo.
Anche per le prove cambiano molte cose: l'avvocato deve tenere conto della possibilità di acquisire testimonianze scritte e quindi dovrà decidere se prestare o meno il consenso a questa modalità. La riforma, peraltro, non tocca solo il giudizio civile, ma anche quello amministrativo (perenzione dei ricorsi pendenti o da oltre cinque anni) e quello avanti alla corte dei conti (calendario del processo). Antonio Ciccia www.oua.it
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
DIRITTO E GIUSTIZIA
Così cambierà il rito: le modifiche al Cpc punto per punto
Di Bruno Sassani - Avvocato, Ordinario di diritto Processuale Civile nella Facoltà di Giurisprudenza della Università di Roma "Tor Vergata"
Premessa
Ennesima riforma del processo civile.
L'illusione che dalla riforma del rito possa scaturire una rivitalizzazione dell'agonizzante processo civile accompagna ormai da un ventennio la nostra vita giudiziaria. Nel frattempo, però, lo stato delle cose è (salvo eccezioni ed "isole felici") decisamente peggiorato, sicché non si vede come si possa accogliere con entusiasmo questo nuovo "saggio di legislazione".
Intendiamoci. La nuova miniriforma è molto eterogenea e non è, in sé presa, né migliore né peggiore di quelle (più o meno "epocali") che l'hanno preceduta, onde un atteggiamento di critica impietosa sarebbe altrettanto fuorviante di accalorate aspettative. Alcune delle nuove norme consistono in semplici e benvenuti ritocchi che sciolgono annosi problemi; altre appaiono discutibili nelle loro ambizioni o nella fattura tecnica ma, come insegnano le ravvicinate esperienze degli ultimi anni, appare difficile azzeccare pronostici. Il processo civile italiano è uno strano animale che si fa beffe di intenzioni di legislatori e di elaborazioni della "scienza" del diritto processuale: le sue disfunzioni si incancreniscono sempre più mentre i suoi (pochi) progressi arrivano in maniera imprevista. Anche stavolta qualcosa migliorerà, qualcosa peggiorerà e, forse, la spes migliore è quella che a conti fatti (cioè di qui a qualche tempo) se ne possano valutare gli effetti come risultati di un gioco "a somma zero".
Va aggiunto, per completezza, che la legge prevede anche la delega al governo ("entro ventiquattro mesi dalla data di entrata in vigore della presente legge") ad adottare "uno o più decreti legislativi in materia di riduzione e semplificazione dei procedimenti civili di cognizione che rientrano nell'ambito della giurisdizione ordinaria e che sono regolati dalla legislazione speciale". Si tratta della riduzione dei molteplici riti extracodice oggi presenti a tre modelli: il processo ordinario di cognizione degli artt. 163 ss del codice, il processo del lavoro e un nuovo giudizio sommario che il legislatore introduce nel codice scrivendo i nuovi articoli 702-bis, ter e quater (infra n. 19). Scompare invece il rito societario, che viene abrogato. Ed è una morte annunciata dopo lo scempio che ne ha ingiustificatamente fatto la Corte costituzionale e la perdurante avversione mostratagli – ma per ragioni profondamente diverse – magistratura e avvocatura. Del decreto legislativo n. 5/2003 restano in vita solo i blocchi di norme che prevedono e regolano l'arbitrato e la conciliazione societari.
2. Aumenta la competenza del giudice di pace.
Il nuovo art. 7 porta a euro cinquemila la competenza per le cause ad esso affidate in ragione del valore (notazione marginale: finalmente si arrotondano le cifre sull'euro, e non sul valore equivalente in lire: il precedente valore era di € 2.582,28). Stesso aumento per le cause di risarcimento del danno prodotto dalla circolazione di veicoli e di natanti il cui tetto di valore passa da € 15.493,71 a € ventimila.
Si noti anche l'introduzione di una apposita competenza per le cause relative agli interessi o accessori da ritardato pagamento di prestazioni previdenziali o assistenziali (art. 7 comma 3-bis). E tuttavia per tali cause non si applicano le norme per le controversie in materia di lavoro di cui al libro secondo, titolo IV, del codice (nuovo ult. comma art. 442)
3.
Cambia il regime della rilevazione dell'incompetenza e quello della sua decisione.
Quanto all'eccezione di incompetenza, il vecchio testo dell'art. 38 primo comma (L'incompetenza per materia, quella per valore e quella per territorio nei casi previsti dall'articolo 28 sono rilevate, anche d'ufficio, non oltre la prima udienza di trattazione) diventa "L'incompetenza per materia, quella per valore e quella per territorio sono eccepite, a pena di decadenza, nella comparsa di risposta tempestivamente depositata". Il restringimento sembra severo, sia sotto il profilo tipologico, sia sotto il profilo temporale, ma resta il potere del giudice di rilevare d'ufficio la propria incompetenza "per materia, quella per valore e quella per territorio nei casi previsti dall'articolo 28" non oltre la prima udienza di trattazione (art. 38 c. 3). L'unica vera strettoia è dunque quella relativa all'incompetenza territoriale derogabile, rispetto alla quale il convenuto dovrà rispettare il termine dell'art. 166, senza poter contare su successive iniziative del giudice (o su eccezioni mascherate da suggerimenti).
Quanto alla forma del provvedimento, l'ordinanza prende il posto della sentenza, forma storica della decisione su competenza, litispendenza, continenza e connessione. La necessità della sentenza è stata ampiamente giustificata in passato, ma (senza nulla togliere alle egregie ragioni dei suoi sostenitori) non credo si debba piangere sulla sua
scomparsa. L'ordinanza semplifica la vita senza sacrificare i valori e gli interessi in gioco e tanto basta per chiudere il discorso. Il termine "ordinanza" succede pertanto al termine "sentenza" innanzitutto nell'art. 279 (il cui primo comma diventa "Il Collegio pronuncia ordinanza quando provvede soltanto su questioni relative all'istruzione della causa, senza definire il giudizio, nonché quando decide soltanto questioni di competenza. In tal caso, se non definisce il giudizio, impartisce con la stessa ordinanza i provvedimenti per l'ulteriore istruzione della causa") e poi negli articoli 39 comma 1, 39 comma 2, 40 comma 1, 42, 43 comma 1, 44, 45, 47 comma 2, 49 commi 1 e 2, 50. Dal punto di vista tecnico non creano problemi gli articoli 279 comma 4, e 177 comma 1, laddove si legge ancora che i provvedimenti in forma di ordinanza sono modificabili e revocabili, perché l'ordinanza in questione, restando soggetta al regolamento di competenza, rientra tra le ordinanze soggette a controllo di altro giudice e quindi fa eccezione alla regola della revocabilità e modificabilità. In verità l'art. 177 u. c. parla di ordinanze "per le quali la legge predispone uno speciale mezzo di reclamo", ma non dovrebbero esservi dubbi che la cosa vale a fortiori per un mezzo di impugnazione quale il regolamento. All'orecchio degli addetti ai lavori stride però la conservazione del testo dell'art. 323 che ascrive il regolamento di competenza ai "mezzi per impugnare le sentenze".
4. Si riducono i tempi dei periodi di stasi del procedimento.
Vengono ristretti i tempi per le riassunzioni del processo.
Così è per l'art. 50 che riduce da 6 mesi a 3 mesi (dalla comunicazione della ordinanza di regolamento o della ordinanza che dichiara l'incompetenza del giudice adito) il termine legale per riassunzione della causa davanti al giudice dichiarato competente (in mancanza di apposito termine giudiziale).
Parimenti passano da sei a tre i mesi per la prosecuzione o riassunzione del processo interrotto (art. 305). A tre si riducono anche i mesi per la richiesta di fissazione dell'udienza di prosecuzione dopo la cessazione della causa di sospensione (art. 297).
Tre mesi il termine massimo che il giudice può concedere per la sospensione su istanza delle parti dell'art. 296, norma praticamente inapplicata, i cui ritocchi (intervento del giudice, subordinazione a giustificati motivi, irripetibilità della vicenda, fissazione dell'udienza per la prosecuzione del processo) lasciano, per questa ragione, il tempo che trovano. Sempre tre mesi – invece che un anno – il termine dopo il quale si produce estinzione del processo per inattività delle parti (art. 307 c. 1); ancora 3 mesi (in luogo di quello semestrale) il termine massimo che il giudice è autorizzato a fissare ai sensi del comma 3 dello stesso articolo.
Tre mesi ancora (in luogo di sei) dalla notificazione della sentenza d'appello per la riassunzione davanti al primo giudice in caso rinvio allo stesso ex art. 353 (e, conseguentemente anche per rinvio ex artt. 354 e 383). Modificato anche l'art. 392, sicché riassunzione della causa davanti al giudice di rinvio potrà aversi non oltre tre mesi dalla pubblicazione della sentenza della Corte di cassazione. Finora il termine era annuale.
Infine viene ridotto il termine lungo annuale per l'esercizio dell'onere dell'impugnazione (e quindi per il passaggio in giudicato) ai sensi dell'art. 327. La cosa riduce sensibilmente la frequentissima proroga della sospensione feriale dei termini, ed impedisce che si dia (come oggi invece avviene) applicazione di una seconda sospensione feriale quando la prima scadenza prorogata cada di nuovo nel periodo dal 1 agosto al 15 settembre.
Gli effetti indiretti della modifica dell'art. 327 sono senz'altro positivi, ma appare comunque sopravvalutata l'importanza della riduzione generalizzata dei termini per le parti. L'esperienza insegna che l'accelerazione imposta alle parti non conta nulla senza meccanismi acceleratori dell'attività del giudice, come insegnano i procedimenti mancanti di una vera trattazione istruttoria (cassazione, ma anche appello) in cui l'incommensurabile durata è provocata dai tempi morti dell'attesa della decisione.
5. Altre modifiche riguardanti la disciplina dei termini.
Una salutare scelta equitativa ha portato ad aggiungere all'art. 153 un secondo comma che deroga alla rigidità della regola della improrogabilità dei termini perentori "nemmeno sull'accordo delle parti". Secondo il nuovo testo, "La parte che dimostra di essere incorsa in decadenze per causa ad essa non imputabile può chiedere al giudice di essere rimessa in termini. Il giudice provvede a norma dell'articolo 294, secondo e terzo comma".
La chiusura dell'art. 153 è stata da molti considerata un baluardo contro il disordine ed il possibile favoritismo, ma mostrava ormai la corda da tempo (complice una certa giurisprudenza che, esaltatasi al verbo del "principio di preclusione" portato sugli altari dalla riforma del 1990, aveva ritenuto di farne una delle colonne della procedura). Ben venga quindi l'apertura, della quale si può per ora prevedere che susciterà discussioni quanto alla sua concreta applicabilità ai termini di impugnazione.
Consegue alla modifica dell'art. 153 l'abrogazione dell'art. 184-bis in quanto prescrizione già abbracciata nell'ampia portata della nuova e generale rimessione in termini.
6.
Retroattività della sanatoria dei vizi di rappresentanza o assistenza.
L'art. 182 c. 2 riceve un addendum che permette di sfruttare al meglio il rispetto del termine perentorio assegnato alle parti "per la costituzione della persona alla quale spetta la rappresentanza o l'assistenza, per il rilascio delle necessarie autorizzazioni, ovvero per il rilascio della procura alle liti o per la rinnovazione della stessa". L'osservanza del termine infatti "sana i vizi, e gli effetti sostanziali e processuali della domanda si producono fin dal momento della prima notificazione".
La norma è opportuna, dato che la giurisprudenza predilige – con formalismo degno di miglior causa – la soluzione della irretroattività. Come tutte le regole del processo e sul processo, anche la nuova possibilità si presta a possibili abusi, ma questo è problema più generale che dovrebbe trovare i suoi antidoti in una cultura giudiziale fatta di maggiore attenzione al caso concreto e di minore idolatria per l'applicazione meccanica delle regole.
7. Accelerazione della CTU
Il primo comma dell'art. 191 viene riformulato allo scopo di accelerare la consulenza tecnica. Il giudice istruttore, con ordinanza ai sensi dell'articolo 183, settimo comma, o con altra successiva ordinanza, "nomina un consulente, formula i quesiti e fissa l'udienza, nella quale il consulente deve comparire". Come si vede si tagliano gli usuali tempi morti che vedevano separate nel tempo nomina, formulazione dei quesiti e udienza di presa d'incarico. Il che, beninteso, non significa ancora accelerazione dei tempi: non si insisterà mai abbastanza sul fatto che questi ultimi sono scanditi ben più dallo scadenzario del giudice che dal moto effettivo delle fasi del processo.
La riscrittura del terzo comma dell'art. 195 completa la velocizzazione della procedura della consulenza imponendo che "la relazione deve essere trasmessa dal consulente alle parti costituite nel termine stabilito dal giudice con ordinanza resa all'udienza di cui all'articolo 193. Con la medesima ordinanza il giudice fissa il termine entro il quale le parti devono trasmettere al consulente le proprie osservazioni sulla relazione e il termine, anteriore alla successiva udienza, entro il quale il consulente deve depositare in cancelleria la relazione, le osservazioni delle parti e una sintetica valutazione sulle stesse". Vale anche a questo proposito la speranza che la accelerazione della consulenza si trasformi in accelerazione della conclusione del processo.
8. Adeguamento pecuniario di sanzioni e penalità
Alla somma di cinque euro di massimo della pena pecuniaria del ricusante in caso di declaratoria di inammissibilità o di rigetto della ricusazione, si sostituiscono i duecentocinquanta del nuovo art. 54. Viene riabilitato il senso del ridicolo, anche la pena resta abbastanza timida.
Stesso discorso per la responsabilità del custode che non esegue l'incarico: da un massimo edittale di dieci euro ad una somma graduabile tra € duecentocinquanta e € cinquecento.
Quanto all'ordine di ispezione di persone e di cose a carico, la condanna "a una pena pecuniaria non superiore a euro 5", del terzo che rifiuti l'ispezione si trasforma nella pena pecuniaria da euro 250 ad euro 1500.
9. Contenuto e pubblicità della sentenza
Modifica apparentemente solo terminologica per quel che riguarda il contenuto della sentenza, che dovrà contenere, (ai sensi del n. 4 dell'art. 132) non più "la concisa esposizione dello svolgimento del processo e dei motivi in fatto e in diritto della decisione", bensì "la concisa esposizione dello svolgimento del processo delle ragioni di fatto e di diritto della decisione". Il senso della modifica non è chiarissimo ma la nuova norma va comunque collegata alla contestuale modifica al primo comma dell'articolo 118 disp. att. secondo cui "La motivazione della sentenza di cui all'articolo 132, secondo comma, numero 4), del codice consiste nella succinta esposizione dei fatti rilevanti della causa e delle ragioni giuridiche della decisione, anche con riferimento a precedenti conformi" (formula quest'ultima già utilizzata dal moribondo art. 16 c. d. lgs. N. 5/2003).
Pubblicità della sentenza. Alla prescrizione dell'art. 120 relativa all'ordine di inserzione per estratto in uno o più giornali, si aggiunge la possibilità dell'inserzione "per estratto ovvero mediante comunicazione, nelle forme specificamente indicate, in una o più testate giornalistiche, radiofoniche, televisive o siti internet". E questo in funzione anche della riparazione del danno, "compreso quello derivante per effetto di quanto previsto all'articolo 96".
10. Disciplina delle spese.
Il richiamo all'art. 96 riporta ai ritocchi apportati agli artt. 91, 92 e 96.
Al primo comma dell'art. 91 è stato aggiunta la prescrizione che il giudice, "se accoglie la domanda in misura non superiore all'eventuale proposta conciliativa tempestivamente formulata, condanna la parte che ha rifiutato senza giustificato motivo la proposta al pagamento delle spese del processo, salvo quanto disposto dal secondo comma dell'articolo 92". La norma ricalca (nello spirito, almeno) le norme degli artt. 16 comma 2 e 40 comma 5 del d. lgsl. n. 5/2003.
L'art. 92 interviene sulla possibilità, fuori della soccombenza reciproca, della compensazione delle spese (possibilità
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peraltro già "imbrigliata" dalla introduzione, per effetto della legge n. 263/2006 dell'obbligo dell'esplicita indicazione in motivazione dei giusti motivi), e aggiunge un altro elemento restrittivo: che concorrano "altre gravi ed eccezionali ragioni". Lo sfavore per il diffuso fenomeno della compensazione non potrebbe essere più esplicito. Un terzo comma si aggiunge poi all'art. 96, nel senso che, oltre alle due categorie classiche di responsabilità aggravata,
"quando pronuncia sulle spese ai sensi dell'articolo 91, il giudice, anche d'ufficio, può altresì condannare la parte soccombente al pagamento, a favore della controparte, di una somma equitativamente determinata, non inferiore ad euro 1.000 e non superiore ad euro 20.000". Si tratta di una forma di condanna ai danni forfettariamente determinati che dovrebbe, semplificando la vita all'avente diritto e tranquillizzando il giudice, far uscire l'art. 96 dal suo limbo di norma poco (o punto) applicata.
11. Regime della questione rilevata d'ufficio
L'art. 183 comma 4 indica chiaramente che "il giudice ... indica le questioni rilevabili d'ufficio delle quali ritiene opportuna la trattazione", ma la prassi appare renitente a considerare questo un obbligo pieno a tutti gli effetti. Giunge ora di rinforzo un nuovo comma aggiunto all'art. 101: "Se ritiene di porre a fondamento della decisione una questione rilevata d'ufficio, il giudice riserva la decisione, assegnando alle parti, a pena di nullità, un termine, non inferiore a venti e non superiore a quaranta giorni dalla comunicazione, per il deposito in cancelleria di memorie contenenti osservazioni sulla medesima questione". È evidente la speranza di recuperare, ex post ed attraverso una norma sulla decisione, l'obbligo eventualmente tralasciato in sede di trattazione. Alla norma ha fatto da battistrada, tra l'altro, l'art. 384 c. 3 introdotto dal d. lgs. n. 40/2006 per il giudizio di cassazione.
12. Rilevanza dei fatti non contestati
Alla prescrizione per cui "il giudice deve porre a fondamento della decisione le prove proposte dalle parti o dal pubblico ministero", il nuovo comma 1 dell'art. 115 aggiunge "nonché i fatti ammessi o non contestati". Il principio che la non contestazione di fatti allegati dalla controparte vale relevatio ab onere probandi per il deducente riceve qui consacrazione. In verità la pratica non aveva mai dubitato di ciò ma molti distinguo della dottrina (alla cui chiarificazione non avevano giovato neppure gli artt. 423 c. 1 e 186-bis) e varie oscillazioni giurisprudenziali avevano sempre tenuto acceso il dibattito sulla effettiva portata della regola. Oggi la regola è codificata ed è sicuramente un bene, ma proprio ciò rende più pressante la necessità di rivedere l'incongrua disciplina della contumacia, tutta irragionevolmente sbilanciata a favore del contumace (ma l'incredibile vicenda della declaratoria incostituzionalità dell'art. 13 d. lgs. n. 5/2003 – che aveva cercato di responsabilizzare il comportamento del contumace – indica che l'argomento merita ancora di essere affrontato con un coraggio che finora è mancato).
13. La testimonianza scritta
L'art. 257-bis introduce una sorta di affidavit all'italiana ammettendo il giudice a disporre l'assunzione della deposizione testimoniale attraverso risposta scritta ai quesiti su cui il teste deve essere interrogato. Il comma 1 da un lato intesse di cautele preliminari l'esercizio di questo potere ("Il giudice, sentite le parti e tenuto conto di ogni circostanza, può disporre, avuto particolare riguardo all'oggetto della causa, di assumere la deposizione chiedendo al testimone, anche nelle ipotesi di cui all'articolo 203, di fornire, per iscritto e nel termine fissato, le risposte ai quesiti sui quali deve essere interrogato"), dall'altro l'ultimo comma ha cura di precisare che il giudice, "esaminate le risposte, può sempre disporre che il testimone sia chiamato a deporre davanti a lui o davanti al giudice delegato".
Tutto ciò non ha però impedito la levata di voci critiche tra i primi commenti al progetto di norma, sorta di rassegnata sfiducia nel timore che il diffuso malcostume possa volgere la norma a meccanismo di più agevole aggiramento della conoscibilità della verità dei fatti. In realtà è difficile fare previsioni, perché, se è vero che sa di operazione meccanica l'invocazione della presenza della testimonianza scritta in altri ordinamenti (si tratta di ordinamenti ben più attenti e severi del diritto italiano vivente rispetto al possibile mendacio), è anche vero che sa di retorica invocare la perdita dell'immediatezza della prova, visto che la tollerata presenza della poco virtuosa prassi dell'interrogatorio dei testi da parte dei legali ha vulnerato da tempo quella garanzia.
Il grosso della disciplina della testimonianza scritta sta nelle disposizioni di attuazione, tra le quali viene inserito l'art. 103-bis (Modello di testimonianza) che prescrive che essa sia resa su di un modulo conforme al modello approvato con decreto del Ministro della giustizia, che individua anche le istruzioni per la sua compilazione. Oltre a una puntigliosa elencazione di modalità l'articolo stabilisce che il modulo "deve altresì contenere l'ammonimento del testimone ai sensi dell'articolo 251 del codice e la formula del giuramento di cui al medesimo articolo". È impossibile trattenersi dal pensare quanto curioso sia questo giuramento privato che la parte recita… a se stessa, tanto più che sarebbe bastato il richiamo alle sanzioni penali per la falsa testimonianza, visto che l'art. 372 c. p. non punisce il falso giuramento del testimone ma direttamente la falsità della testimonianza resa.
Si veda anche il nuovo primo comma dell'art. 104 disp. att. relativo alla decadenza dalla prova della parte che non fa www.oua.it
chiamare i testimoni.
14. L'eccezione di estinzione
"L'estinzione opera di diritto ed è dichiarata, anche d'ufficio, con ordinanza del giudice istruttore ovvero con sentenza del collegio". Così il nuovo quarto comma dell'art. 307, che taglia peraltro l'inciso per cui essa "deve essere eccepita dalla parte interessata prima di ogni altra sua difesa".
La modifica esprime un notevole favor per l'estinzione, che invece era limitata non solo dalla impossibilità di una declaratoria d'ufficio, ma anche dalla necessità che la parte che intendesse valersi dell'estinzione la facesse valere in maniera decisa, immediata e non subordinata ad altra difesa. Questa variante cambia molto della figura dell'estinzione, e mi pare che intanto venga meno la impossibilità (finora acclarata) di far valere l'evento estintivo con i mezzi di impugnazione. La scelta sembra dettata dalla affannosa ricerca di accelerazione dei tempi del processo, ma non mi pare che il gioco valga la candela.
15. Notificazione della impugnazione
Il nuovo testo dell'art. 330 contiene ora l'inciso per cui l'impugnazione notificata "presso il procuratore costituito o nella residenza dichiarata o nel domicilio eletto per il giudizio" si notifica "ai sensi dell'articolo 170", il che vuol dire che "è sufficiente la consegna di una sola copia dell'atto anche se il procuratore è costituito per più parti" (art. 170 c. 2).
La novità codifica un principio di buon senso, contrastato da un formalismo giurisprudenziale che, solo negli ultimi anni aveva consentito la sanatoria di una notificazione per lungo tempo considerata inesistente.
15. Nuovi documenti in appello
Tristi e dolenti note qui, peraltro annunciate dalla progressiva chiusura giurisprudenziale sul tema in virtù di una malintesa applicazione del principio della "ragionevole durata". L'art. 345 c. 3 viene così riscritto: "Non sono ammessi nuovi mezzi di prova e non possono essere prodotti nuovi documenti, salvo che il collegio non li ritenga indispensabili ecc."
Non vi sono giustificazioni ad una norma siffatta; calata nella realtà del nostro processo, essa consacra la progressiva degradazione del processo d'appello, in cui praticamente non si può ottenere altro che un nuovo giudizio di diritto su fonti cristallizzate. Il discorso porterebbe lontano ma gli operatori che hanno l'esperienza del processo davanti le nostre Corti d'Appello sono in grado di capire a volo quel che si intende.
16. Le astreintes
Il tentativo di rendere meno platonico l'adempimento degli obblighi di fare infungibile o di non fare ha portato alla formulazione del nuovo art. 614-bis, secondo cui "con il provvedimento di condanna il giudice, salvo che ciò sia manifestamente iniquo, fissa, su richiesta di parte, la somma di denaro dovuta dall'obbligato per ogni violazione o inosservanza successiva, ovvero per ogni ritardo nell'esecuzione del provvedimento". Si tratta del meccanismo c.d. delle "astreintes", delle spinte forzose, ma indirette, cioè, ad adempiere obblighi nell'esecuzione dei quali il debitore non può essere direttamente surrogato dagli organi dell'esecuzione. Con motivazioni spesso singolari, la dottrina italiana si era a lungo opposta a questo tipo di soluzione, ma ormai da tempo l'esigenza di far pagare chi non adempiva nella coscienza della insurrogabilità della propria prestazione, si era imposta all'attenzione dei legislatori in pectore che avevano dato vita al c.d. Progetto Tarzia di riforma del codice negli anni novanta e al c.d. Progetto Vaccarella di un nuovo codice di rito nei primi anni dell'ultimo decennio.
Curiosamente, dopo tanto discettare se adottare il sistema francese della condanna-indennizzo (cioè a favore del creditore) ovvero il sistema tedesco della condanna-pena (cioè a favore dell'erario), il legislatore non fa parola del destinatario del pagamento. Mi sembra però che non dovrebbero esserci dubbi sulla adozione del primo modello. La norma dà al giudice un ampio potere discrezionale quanto all'opportunità di pronunciare la condanna pecuniaria. Difficile riempire a priori il concetto di "manifesta iniquità", che a me sembra un po' il residuo della risalente diffidenza della nostra letteratura per questo istituto: qui si varrà la tua nobilitate viene da dire all'immaginario giudice chiamato alla valutazione.
Il secondo comma dell'articolo prevede che il giudice "determina l'ammontare della somma di cui al primo comma tenuto conto del valore della controversia, della natura della prestazione, del danno quantificato o prevedibile, delle condizioni personali e patrimoniali delle parti, e di ogni altra circostanza utile". La disposizione non si applica, però, "alle controversie di lavoro subordinato pubblico e privato e ai rapporti di collaborazione coordinata e continuativa di cui all'articolo 409". È evidente che il legislatore ha voluto mantenere una linea cauta, per timore di un aggravamento eccessivo degli oneri del sistema produttivo; l'opinione critica, secondo cui la posizione del lavoratore dipendente sarebbe stata invece la prima tra quelle da ricomprendere nella previsione, è stata peraltro già formulata.
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16. Il giudizio di cassazione
Di un qualche rilievo le modifiche al giudizio di cassazione.
Viene abrogato (dopo breve vita) l'art. 366-bis. Scompare così il "quesito di diritto", requisito degno di credito ma straziato dalle interpretazioni incongruamente formalistiche che una certa giurisprudenza della Suprema Corte ne aveva dato. Amen.
In compenso, con l'introduzione dell'art. 360-bis viene tentato un rafforzamento degli argini dell'accesso al giudizio rispetto alla piena dei ricorsi (poco arginata dal d. lgs. N. 40/2006) e all'innegabile abuso del rimedio da parte di troppi. Una prima versione dell'articolo (che conferiva un previo giudizio di ammissibilità del ricorso ad un collegio ristretto di 3 membri nella forma della camera di consiglio) aveva suscitato una vera sollevazione nell'avvocatura, che la aveva giudicata eccessivamente penalizzante del diritto di difesa nonché in contrasto con la garanzia dell'art. 111 c. 7 cost. L'attuale versione edulcora notevolmente quel testo e – eliminando la strettoia del previo giudizio di ammissibilità – si limita ad aggiungere due figure di inammissibilità del ricorso a quelle già conosciute dall'ordinamento. Le nuove sanzioni di inammissibilità sono prescritte "quando il provvedimento impugnato ha deciso le questioni di diritto in modo conforme alla giurisprudenza della Corte e l'esame dei motivi non offre elementi per confermare o mutare l'orientamento della stessa" (n. 1), nonché "quando è manifestamente infondata la censura relativa alla violazione dei principi regolatori del giusto processo" (n. 2).
Come giudicare l'innovazione? Il precedente testo meritava (non tutte ma sicuramente alcune delle) critiche rivoltegli; il nuovo sfugge alle sostanza di quelle critiche poiché si limita a legittimare l'ampliamento della categoria della inammissibilità a supporto del ricorrente tentativo della Corte di ridurre l'abuso del ricorso. Intendiamoci: a rigore la Corte non aveva bisogno di farsi autorizzare dal legislatore per il caso della manifesta infondatezza del n. 2 dell'articolo, poiché la manifesta infondatezza del ricorso rientrava già nei casi del rigetto con la procedura della camera di consiglio e non aggiunge granché trasformare una manifesta infondatezza in un caso di inammissibilità. Ma, osservato che non è la prima volta che la Corte chiede aiuto al legislatore per fare cose che avrebbe ben potuto fare da sé. Si è anche osservato che la "censura relativa alla violazione dei principi regolatori del giusto processo" non fa riferimento ad uno dei motivi contemplati dall'art. 360, ma va anche detto che tale censura è diventata ormai lo standard di un gran numero di ricorsi (che variamente la distribuiscono tra i nn. 4, 5 e 3), onde la sua evocazione non è così irragionevole come potrebbe apparire.
Quanto al n. 1, la sua formulazione esprime la volontà di rinforzo della funzione di indirizzo della Corte, e bisogna dire che in essa appaiono in equilibrio le esigenze di continuità e le esigenze di progresso.
More solito però, norme del genere sono degli utensili la cui bontà o dannosità sta tutta nell'uso che se ne farà da parte della Corte, uso che potrà essere intelligente o miope, rispettoso o irrispettoso della ricerca di un punto di equilibrio tra esigenze di tutela giurisdizionale del singolo, nomofilachia ed efficienza del sistema. In questa fase conviene sospendere il giudizio.
La legge interviene anche sulle modalità della declaratoria di inammissibilità del ricorso, modificando il primo comma dell'articolo 376 nel senso di conferire al primo presidente ("tranne quando ricorrono le condizioni previste dall'articolo 374") il potere di assegnare i ricorsi ad "apposita sezione" che verifica se sussistono "i presupposti per la pronuncia in camera di consiglio ai sensi dell'articolo 375, primo comma, numeri 1) e 5). Se la sezione non definisce il giudizio, gli atti sono rimessi al primo presidente, che procede all'assegnazione alle sezioni semplici". Come si può vedere, si tratta della consacrazione legislativa della procedura, affermatasi di fatto negli ultimi anni, dell'avviamento accelerato delle manifeste inammissibilità alla camera di consiglio tramite la c.d. "struttura", nome sinistro per indicare il gruppo di magistrati addetto all'esame preliminare dei ricorsi. Consacrazione completata dalla inserzione nel TU Ord. Giud. di un articolo 67-bis (Criteri per la composizione della sezione prevista dall'articolo 376 del codice di procedura civile) che ufficializza "la sezione prevista dall'articolo 376, primo comma" prevedendo che ad essa siano "chiamati, di regola, magistrati appartenenti a tutte le sezioni".
L'art. 375 viene ritoccato per rendere la procedura in camera di consiglio adeguata alle modifiche; l'inammissibilità per "mancanza dei motivi previsti dall'articolo 360" passa dal n. 5 al n. 1 (del comma 1); lo stesso n. 5 perde anche l'inciso finale relativo al "difetto dei requisiti previsti dall'articolo 366 bis", considerata l'abrogazione di questo. Viene riformulato, in ragione delle modifiche dell'art. 360-bis e 376, anche l'art. 380-bis la cui rubrica diventa "Procedimento per la decisione sull'inammissibilita` del ricorso e per la decisione in camera di consiglio"
17. Il regime della sentenza sull'opposizione all'esecuzione
La legge di riforma sopprime l'ultimo periodo dell'art. 616 (di recente ed infausta introduzione) secondo cui "La causa è decisa con sentenza non impugnabile" (leggi: non appellabile, ma ricorribile per cassazione).
La relativa sentenza torna così ad essere appellabile secondo le regole generali, mentre resta meramente ricorribile per
cassazione la sentenza resa sulle opposizioni agli atti, ai sensi dell'art. 618 commi 2 e 3.
18. Il calendario del processo
La legge di riforma non rinuncia all'idea del "Calendario del processo" (già grido di battaglia dell'abortito, Progetto del Guardasigilli Mastella), ed introduce l'art. 81-bis disp. att. che prescrive che il giudice, "sentite le parti e tenuto conto della natura, dell'urgenza e della complessità della causa, fissa il calendario del processo con l'indicazione delle udienze successive e degli incombenti che verranno espletati". La fissazione avviene quando esso "provvede sulle richieste istruttorie": non in limine litis, dunque, ma al momento dell'ordinanza istruttoria quando dovrebbero essere meno oscuri i possibili svolgimenti del processo.
Questa precisazione temporale rende la norma meno velleitaria di quella che faceva mostra di sé nel citato Progetto, ma ci si consenta di sospendere il giudizio sul suo effettivo impiego e – ove impiegato – sulla sua effettiva efficacia, una volta che si passi dalla carta alla pratica.
Naturalmente "i termini fissati nel calendario possono essere prorogati, anche d'ufficio, quando sussistono gravi motivi sopravvenuti". Non si sfugge però alla solita imposizione stile oratorio secondo cui "la proroga deve essere richiesta dalle parti prima della scadenza dei termini": si ritiene evidentemente che i "gravi motivi sopravvenuti" siano accidenti temporalmente limitati alla fase anteriore alla scadenza, e incapaci di presentarsi dopo.
19. Il procedimento sommario di cognizione
Abrogato l'art. 19 d. lgs. N. 5/03 (c.d. sommario societario) il legislatore si accinge a varare un rito sommario che da quella norma si distacca nettamente sia per l'articolazione del procedimento, sia per essere indirizzato ad un accertamento con forza di giudicato, laddove l'art. 19 negava espressamente al provvedimento di accoglimento del ricorso l'applicabilità dell'art. 2909 c.c.
A regolare il nuovo procedimento vengono inseriti nel quarto libro gli articoli 702-bis, ter e quater, a cui conviene qui dare uno sguardo molto sintetico.
Nelle cause in cui il tribunale giudica in composizione monocratica, la domanda può essere proposta con ricorso; fissata l'udienza di comparizione, il ricorso, unitamente al decreto di fissazione dell'udienza, viene notificato al convenuto e dà luogo ad una vicenda strutturata sul modello del processo di cognizione da ricorso (costituzione, termini preclusivi di eccezioni, riconvenzione e chiamata di terzi ecc.). È affidato al giudice valutare se le difese svolte dalle parti sopportano un'istruzione sommaria ovvero richiedono un'istruzione ordinaria. In quest'ultimo caso, "con ordinanza non impugnabile, fissa l'udienza di cui all'articolo 183" e il processo continua con l'applicazione delle disposizioni del libro II. Viceversa, "alla prima udienza il giudice, sentite le parti, omessa ogni formalità non essenziale al contraddittorio, procede nel modo che ritiene più opportuno agli atti di istruzione rilevanti in relazione all'oggetto del provvedimento richiesto e provvede con ordinanza all'accoglimento o al rigetto delle domande". L'ordinanza così pronunciata "produce gli effetti di cui all'articolo 2909 del codice civile se non è appellata entro trenta giorni dalla sua comunicazione o notificazione".
Si ha così una pronuncia decisoria che, oltre alla condanna esecutiva (se di accoglimento), contiene un vero accertamento e in nulla si distingue dalla sentenza, se non per il fatto che ad essa si arriva tramite un procedimento deformalizzato (a partire dalla fase successiva al giudizio che esclude la necessità di istruzione ordinaria). Da notare che in appello sono ammessi "nuovi mezzi di prova e nuovi documenti quando il collegio li ritiene rilevanti ai fini della decisione".
Che dire? Ferma restando la legittimità di un accertamento con forza di giudicato all'esito di un processo sommario e deformalizzato, astenersi dal fare previsioni sul successo del modello è d'obbligo, poiché sarà la volontà collettiva della magistratura civile a dare valore o a lasciar cadere lo strumento. Si tratta di una magistratura che ha decretato in partenza (ed ha ottenuto) la condanna capitale del processo societario, che ha snobbato e reso obsolete le ordinanze anticipatorie su cui facevano tanto affidamento i legislatori, che, pur dichiarando ad ogni pie' sospinto la sua fedeltà alla legge, in realtà resta arbitra della vita o della morte delle singole norme del codice di rito. Se ritiene che il principio della durata ragionevole non tolleri la produzione di documenti in appello, reinterpreta di conseguenza l'art. 345; se confronta lo stesso principio con l'art. 37, ne cancella la parte che sancisce la rilevabilità dell'eccezione di giurisdizione in ogni stato e grado. Questo giudizio non risente solo delle scelte esplicite degli alti consessi giurisdizionali (che, comunque, hanno avuto un'impennata negli ultimi tempi) poiché essa discende dall'osservazione del comportamento generalizzato dei giudici civili. Comportamento – fatto di comuni scelte, propensioni, abitudini, omissioni di ogni giorno – che diventa subito norma (sia chiaro: nessuna critica agli uomini – e alle donne – in campo. L'anomalia del processo italiano è tale che induce a pensare che, al loro posto, sarebbe difficile per chiunque comportarsi diversamente).
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
DIRITTO E GIUSTIZIA
Filtro in Cassazione, quando scatta l'inammissibilità del ricorso
di Caterina Garufi - Magistrato
Ampliamento dei casi di inammissibilità. La nuova disciplina processuale ed ordinamentale del ricorso in cassazione nel processo civile, introdotta dalla riforma proposta dalla XVI Legislatura, interviene in senso restrittivo sulla facoltà di ricorrere alla Suprema corte. In sintesi, la sanzione dell'inammissibilità (già prevista dal Legislatore all'articolo 375 Cpc, ma poco utilizzata in concreto) acquista notevole rilevanza, divenendo operativa sia quando il provvedimento impugnato si uniforma alla giurisprudenza di legittimità, sia nel caso in cui non si ravvisi alcuna violazione dei principi del giusto processo.
Precisamente, si introduce, dopo l'articolo 360 del Codice di procedura civile, il nuovo articolo 360bis (che nella rubrica si riferisce all'inammissibilità del ricorso), secondo cui il ricorso è dichiarato ammissibile solo in una delle seguenti ipotesi: il provvedimento impugnato ha deciso le questioni di diritto in modo difforme da precedenti decisioni della Corte; il ricorso ha per oggetto una questione nuova o una questione sulla quale la Corte ritiene di pronunciarsi per confermare o mutare il proprio orientamento; in presenza di contrasto di orientamenti nella giurisprudenza della stessa Corte. Il ricorso può superare tale vaglio preventivo anche nell'ipotesi in cui appare fondata la censura relativa alla violazione dei princìpi regolatori del giusto processo; infine, il ricorso presentato alla Corte ha il medesimo esito, in presenza dei presupposti per una pronuncia ai sensi dell'articolo 363 Cpc.Non è stata accolta, invece, la proposta di riforma che prevedeva, in senso ancora più limitativo delle pronunce ricorribili, l'inammissibilità del ricorso presentato ai sensi dell'articolo 360, primo comma, numero 5), avverso la sentenza di appello di conferma di quella di primo grado.
Un collegio ad hoc per il vaglio preliminare. Un rilevante elemento di novità è rappresentato dalla previsione, nel nuovo testo dell'articolo 376 Cpc, di un'apposita sezione di magistrati, già in servizio presso la Cassazione, destinata ad occuparsi della valutazione sulla inammissibilità; tale sezione, appositamente costituita, è formata da consiglieri provenienti da tutte le sezioni civili come previste dal nuovo articolo 67bis dell'Ordinamento giudiziario. Sull'inammissibilità del ricorso, la sezione, composta da cinque magistrati, decide in camera di consiglio. Sul punto, è opportuno rilevare che se il ricorso è dichiarato inammissibile il provvedimento impugnato passa in giudicato; in tal caso, l'ordinanza de qua provvede sulle spese a norma dell'articolo 96, terzo comma, Cpc. Invece, se il ricorso supera tale filtro preventivo, alla dichiarazione di ammissibilità segue l'assegnazione ad una sezione della Corte di cassazione per la sua trattazione.
Il procedimento. Sotto il profilo procedimentale, le nuove regole dispongono che, una volta che il collegio ha ritenuto l'inammissibilità del ricorso (anche a norma dell'articolo 375, primo comma, numeri 1) e 5), seconda parte), il relatore deposita in cancelleria una relazione, in cui si esprimono, in maniera sintetica, le motivazioni sottese alla dichiarazione di inammissibilità, secondo quanto previsto dall'articolo 380bis, come modificato. Al riguardo, preme osservare che quest'ultima previsione sulle modalità di motivazione, è conforme ad analoghe disposizioni dettate nella riforma in tema di redazione dei provvedimenti giurisdizionali, tutte previsioni in cui il legislatore esprime preferenza per il modulo di redazione in via sintetica, soprattutto al fine di contenere i tempi processuali complessivi.
Il quadro normativo previgente. Il Legislatore costituzionale non disciplina in via diretta la struttura e le funzioni della Suprema corte, limitandosi - in sostanza - a recepire quanto previsto al riguardo nell'ordinamento previgente. Precisamente, l'istituto è previsto in alcuni punti (articoli 104, 106, 111 Costituzione), dove si prevede, nelle sue linee essenziali, la sua organizzazione e i suoi componenti, oltre ai presupposti del ricorso, laddove si afferma che contro tutte le sentenze degli organi giurisdizionali ordinari e speciali è sempre ammesso ricorso in Cassazione per violazione di legge (articolo 111, secondo comma, Costituzione). L'ordinamento giudiziario la definisce come organo supremo di giustizia, all'articolo 65 del Regio decreto n. 12, del 30 gennaio 1941. Si tratta, pertanto, di un organo giudiziario di rilevanza costituzionale e che, ai sensi dell'ordinamento giudiziario (cui rinvia la Carta fondamentale), si pone al vertice del sistema giudiziario, esercitando, da un lato, la cd. nomofilachia, ovvero la funzione di uniformare la giurisprudenza, dall'altro operando il controllo di legittimità, in ultima istanza, sui provvedimenti giurisdizionali. Salvo casi particolari, sotto quest'ultimo aspetto, il ricorso in Cassazione non costituisce un mezzo di impugnazione in senso stretto, essendo concepito, piuttosto, come querela nullitatis, traducendosi nel controllo di legittimità sulle questioni di diritto - e non su quelle di mero fatto - oggetto del ricorso, al cui esito i giudici di legittimità emettono una pronuncia a carattere rescindente.
Per comprendere appieno la portata innovativa della nuova formulazione introdotta dal legislatore, si consideri quanto di seguito esposto. L'articolo 360 Cpc prevede che le sentenze pronunciate in grado d'appello o in unico grado, possono www.oua.it
essere impugnate con ricorso per Cassazione: per motivi attinenti alla giurisdizione; per violazione delle norme sulla competenza, quando non è prescritto il regolamento di competenza; per violazione o falsa applicazione di norme di diritto e dei contratti e accordi collettivi nazionali di lavoro; per nullità della sentenza o del procedimento; per omessa, insufficiente o contraddittoria motivazione circa un fatto controverso e decisivo per il giudizio. È previsto il ricorso per saltum soltanto a norma dell'articolo 360, primo comma, n. 3, Cpc; le sentenze su questioni insorte in assenza della definizione, anche parziale, del giudizio non sono immediatamente impugnabili con ricorso, poiché necessita la sentenza che definisce, anche parzialmente, il giudizio. Infine, si precisa che le disposizioni di cui al primo e terzo comma dell'articolo in questione si applicano non solo alle sentenze, ma anche ai provvedimenti diversi dalla sentenza contro i quali è ammesso il ricorso per Cassazione per violazione di legge.
Allo stato, per ricostruire la disciplina complessiva del ricorso in Cassazione, bisogna coordinare quanto appena esposto con il nuovo articolo 360bis e con le modifiche agli articoli 376 e 380bis Cpc. In via sistematica, si rammenti che il D.Lgs 40/2006 aveva modificato l'articolo 360 Cpc: secondo il testo vigente prima del 2006 le sentenze pronunciate in grado d'appello o in unico grado potevano essere impugnate con ricorso per cassazione per motivi attinenti alla giurisdizione; per violazione delle norme sulla competenza, quando non è prescritto il regolamento di competenza; per violazione o falsa applicazione di norme di diritto; per nullità della sentenza o del procedimento; per omessa, insufficiente o contraddittoria motivazione circa un punto decisivo della controversia, prospettato dalle parti o rilevabile d'ufficio. Poteva essere impugnata per saltum con ricorso per cassazione una sentenza appellabile del tribunale, se le parti erano d'accordo, venendo in rilievo la censura della violazione o falsa applicazione di norme di diritto. Per completezza si consideri che, ancor prima, con riferimento al testo in vigore prima della modifica disposta dalla legge 353/90, originariamente si escludeva che le sentenze del conciliatore potessero impugnarsi con ricorso per cassazione ex articolo 360 Cpc.
Le proposte di riforma elaborate in precedenza. Negli ultimi venti anni si è assistito ad un vero e proprio dibattito sulla necessità di modificare, per certi profili, il giudizio presso la Suprema corte. Tale esigenza nasceva essenzialmente dall'eccessivo carico di lavoro della Corte, peso crescente anno dopo anno in misura esponenziale, con conseguenti disservizi e ritardi nella conclusione dei giudizi di legittimità, problematica particolarmente avvertita in seguito agli interventi normativi nazionali e comunitari in tema di tempi processuali. Alcune proposte si sono tradotte in un'effettiva modifica del dettato normativo, ma si è trattato di interventi di rilievo contenuto, come suesposto. Ad esempio, in occasione della riforma del Codice di rito civile del 1990, inizialmente si volevano introdurre correttivi di vasta portata al giudizio di Cassazione, ma poi la legge si è limitata a prevedere, nell'articolo 384, primo comma, Cpc, che la Cassazione, quando accoglie il ricorso per violazione o falsa applicazione di norme di diritto, enuncia il principio di diritto cui il giudice di rinvio deve uniformarsi ovvero - ed ecco la novità - decide nel merito, qualora non siano necessari ulteriori accertamenti di fatto, previsione inserita al dichiarato fine di evitare giudizio di rinvio inutili. Inoltre, si consideri l'articolo 366bis Cpc, che prevede che il ricorso, nei casi di cui all'articolo 360 nn. 1, 2, 3, 4, si chiude (a pena di inammissibilità) con la formulazione di un quesito di diritto e, nel caso di cui al n. 5, con la chiara indicazione del fatto controverso oggetto di motivazione omessa o contraddittoria ovvero delle ragioni dell'insufficienza della motivazione con l'indicazione dei documenti su cui si fonda il ricorso: tale norma, anche se di modesta portata, mira, con evidenza, a limitare l'accesso in Cassazione.
Come premessa, si ricorda che la Cassazione è tenuta ad assicurare l'uniforme interpretazione e l'esatta osservanza della legge, l'unità del diritto oggettivo nazionale e il rispetto dei limiti delle diverse giurisdizioni, oltre agli altri compiti ad essa conferiti dalla legge, come previsto dall'articolo 65 dell'ordinamento giudiziario. Ciò posto, partendo da questo dato normativo (espresso anche nella legge previgente sull'ordinamento giudiziario all'articolo 122), secondo una proposta di riforma si deve accentuare la portata di tale funzione nomofilattica. In questo filone si pone autorevole dottrina, che propone di attribuire al precedente enunciato dalle sezioni unite forza vincolante sulle sezioni semplici (E. Lupo, "Il funzionamento della Cassazione civile", in Foro it. 1999, V, c. 175; F. P. Luiso, "Il vincolo delle Sezioni semplici al precedente delle Sezioni unite", in Giur. It. , 2003, 821). Al riguardo, è interessante evidenziare che, secondo una tesi, già sussiste nel nostro ordinamento positivo, in base al combinato disposto degli articoli 111, primo comma, Costituzione e articolo 65 ordinamento giudiziario, il dovere funzionale dei giudici di merito e di legittimità di non discostarsi dalla giurisprudenza della Cassazione se non per gravi e giustificati motivi (Gorla, Postilla su "L'uniforme interpretazione della legge ed i tribunali supremi ", in Foro it., 1976, V, 134 e ss.). Aderendo a tale indirizzo, si era proposto di escludere dal novero dei provvedimenti ricorribili in Cassazione le sentenze non definitive e, per quanto riguarda il rito civile, si suggeriva l'applicabilità del rito della camera di consiglio (di cui all'articolo 375 Cpc) per i casi di inammissibilità del ricorso concernente questioni manifestamente infondate o già decise con giurisprudenza consolidata attraverso almeno cinque sentenze consecutive conformi (come è affermato nella proposta Brancaccio-Sgroi, in Quaderni del CSM, 1990, 34, 416); inoltre, si ipotizzava la riduzione del numero dei ricorsi in entrata, garantendolo solo alle cause di maggior valore. Secondo altra teoria, si trattava di eliminare, tra i motivi di ricorso, il vizio della motivazione di cui all'articolo 360 n. 5 Cpc, poiché il compito della Suprema corte è finalizzato al
controllo di legittimità, mentre, in particolare con riferimento al vizio di motivazione contraddittoria o insufficiente, è spesso in agguato il pericolo che il giudice di legittimità si trasformi in giudice di merito ((F. Bile, "La riforma mancata del '90: il giudizio di merito in Cassazione secondo il nuovo articolo 384 Cpc", in Giur. It., 1998, 3). Si proponeva anche la distinzione tra funzione propositiva, propria delle Sezioni unite, e funzione applicativa, propria delle Sezioni semplici, anche introducendo sezioni con il compito di distribuire il lavoro e di decidere direttamente le questioni inammissibili e manifestamente fondate e infondate. In senso opposto, invece, si parlava di riformare il giudizio in Cassazione estendendo - per alcuni profili - i compiti della Suprema corte, in particolare ampliando lo spettro dei provvedimenti impugnabili (Balena, "Il sistema delle impugnazioni nella disciplina vigente e nell'esperienza applicativa: problemi e prospettive", in Foro it. 2001, V, c. 140).
Il rafforzamento della funzione nomofilattica della Suprema corte. Il recente progetto elaborato dalla Commissione Vaccarella ha abbracciato la tesi volta a rafforzare la funzione di nomofilachia della Cassazione (v. articolo 1, Dl 35/2005; in particolare, la relazione al Ddl della Commissione Vaccarella, al punto 33, giustifica il ricorso a meccanismi deflattivi dell'accesso per consentire alla Corte di svolgere al meglio la sua funzione nomofilattica). La disciplina del 2009 recepisce, in gran parte, le indicazioni più accreditate formulate, in precedenza, in sede dottrinale e giudiziaria (v. anche M. Stella-Richter, "Problemi attuali della Corte di Cassazione", in Riv. dir. proc., 1958, 515 e ss., che prospettava, già molti anni fa, di ampliare i casi di inammissibilità). Sulla scelta del Parlamento sicuramente hanno pesato le preoccupazioni di carattere materiale, legate alla necessità di porre un freno al tendenziale incremento del carico di lavoro della Suprema corte, finalità perseguita con la (auspicata) riduzione dei casi in cui il collegio istituito ad hoc, previo esame sulla ammissibilità, consentirà la prosecuzione del processo fino alla decisione nel merito. L'orientamento che proponeva il rafforzamento della funzione nomofilattica sembra aver avuto maggior seguito nella riforma appena approvata, poiché ai sensi dell'articolo 360bis Cpc il precedente acquista rilevanza, vincolando la sezione che si occupa del vaglio preliminare a dichiarare l'inammissibilità dei ricorsi basati su principi che si discostano dalla giurisprudenza consolidata della Suprema corte. In passato, anche il D.Lgs 80/1998 aveva aderito a tale indirizzo, introducendo, all'articolo 30, la previsione per cui si può ricorrere direttamente alla Cassazione contro le decisioni sull'accertamento pregiudiziale dell'efficacia e validità dei contrati collettivi (Pizzorusso, "Corte di Cassazione", in Enc. Giur., IX, 1998, 1). Proprio su questo punto, si era già ipotizzata l'imposizione alle Sezioni semplici del vincolo costituito dal precedente delle Sezioni unite, nel senso che quando la Sezione semplice non intenda aderire al precedente, debba reinvestire le Sezioni unite con ordinanza motivata (F. P. Luiso, op. cit., 9). Nonostante non sia questo il meccanismo espressamente adottato, la riforma del 2009 ne ha sicuramente condiviso il fine ultimo, che, in sostanza, attribuisce alle Sezioni unite la cura dell'evoluzione giurisprudenziale, spettando, invece, alle Sezioni semplici la funzione di incentivare tale progresso, fornendo alle Sezioni unite l'occasione di mutare il proprio indirizzo re melius perpensa, una volta che il ricorso ha superato il vaglio preliminare.
In quest'ottica si superano eventuali perplessità scaturenti dalla considerazione per cui la riforma, per tale aspetto, sembra dare ingresso, nel nostro ordinamento, ad una (seppur) limitata operatività del principio dello stare decisis. Precisamente, dubbi di conformità al dettato costituzionale possono sorgere con riferimento all'articolo 360bis, laddove si prevede il vincolo costituito dalla giurisprudenza precedente della Corte di cassazione, vincolo che potrebbe confliggere con il principio della soggezione del giudice soltanto alla legge, di cui all'articolo 102 Costituzione, e con quanto previsto all'articolo 101, comma secondo, Costituzione. Tali dubbi vengono fugati dal rilievo per cui, a ben vedere, poiché permane la possibilità di disattendere - a certe condizioni - il precedente, il Legislatore sembra essersi limitato a introdurre il cd. sistema del precedente "persuasivo" per porre fine a cambiamenti giurisprudenziali privi di adeguata e valida motivazione, e, nel contempo, per scongiurare incertezze interpretative ed eventuali disparità di trattamento.
www.oua.it
DIRITTO E GIUSTIZIA
Bene l'ottica della semplificazione. Ma sono troppe le incombenze ai giudici di pace assegnate senza un previo riordino normativo. E il "filtro" per la Suprema corte arriva a sfidare anche i precetti costituzionali
di Giuseppe Sileci - Presidente dell'Associazione italiana giovani avvocati
Il Senato ha approvato l'ennesima riforma del codice di procedura civile sebbene il testo fosse stato già novellato nel 2005 da ben due interventi legislativi: il D.L. 14.03.2005 n. 35 convertito con L. 14.05.2005 n. 80 e la L. 28.12.2005 n. 263.
L'intento dichiarato del legislatore è quello di contenere i tempi dei processi civili, estremamente lunghi rispetto agli altri Paesi Europei.
Che esista una emergenza Giustizia e che in parte questa situazione dipenda da tempi di definizione della cause civili, è difficile negarlo.
Sulle cause di tale lentezza, però, le opinioni sono abbastanza discordanti ma il Governo avrebbe individuato innanzitutto nelle norme processuali gli elementi di criticità che non consentirebbero la celebrazione celere dei processi: non è una novità, anzi dal 1990 ad oggi questo metodo è stato la regola benché i risultati – piuttosto fallimentari a giudicare dal progressivo aggravamento della crisi – suggerissero un ripensamento.
Non è questa la sede per ragionamenti de iure condendo, dal momento che tutti gli operatori del diritto sono chiamati a cimentarsi con le ultime novità processuali.
A queste, quindi, dedicheremo alcune iniziali considerazioni, riservandoci di tornare sull'argomento dopo una più attenta lettura delle singole disposizioni.
La riforma si caratterizza per: un generale dimezzamento di numerosi termini processuali previsti a favore delle parti, ed in particolare di quelli funzionali alla riattivazione del processo interrotto o sospeso od alla introduzione di un nuovo grado di giudizio; una semplificazione delle questioni di competenza, connessione e litispendenza; un ampliamento della competenza del Giudice di pace; un inasprimento degli effetti della soccombenza; una semplificazione delle tecniche di redazione delle sentenze; una maggiore semplificazione delle attività istruttorie, con particolare riferimento allo espletamento della consulenza tecnica ed alla prova testimoniale; la introduzione di un preventivo giudizio di ammissibilità del ricorso alla Suprema Corte di Cassazione; la introduzione del giudizio sommario di cognizione; la modifica di alcune norme del processo esecutivo con particolare attenzione alla esecuzione degli obblighi di fare; la previsione di un calendario del processo.
Inoltre, la legge contiene una delega al Governo per la riduzione e semplificazione dei procedimenti civili ed una ulteriore delega in materia di mediazione e di conciliazione delle controversie civili e commerciali.
Il testo normativo in esame presenta alcune importanti novità nell'ottica della semplificazione perché abroga alcuni riti (quello in materia di risarcimento del danno da sinistri stradali con lesioni alle persone e quello in materia societaria) da sempre considerati del tutto inadatti per la spedita celebrazione di determinati processi ovvero inadeguati alle aspettative di maggiore celerità.
La delega al Governo, inoltre, prevede una ulteriore semplificazione perché autorizza l'esecutivo ad un riordino che si attenga fondamentalmente al criterio di ridurre i riti civili a non più di tre: i procedimenti in cui sono prevalenti i caratteri di concentrazione processuale ovvero di officiosità della attività istruttoria; i procedimenti, anche se in camera di consiglio, in cui sono prevalenti i caratteri di semplificazione della trattazione o dell'istruzione della causa; tutti gli altri, caratterizzati dalla trattazione ordinaria della causa.
Non può tacersi, tuttavia, il rischio che gli effetti di questa auspicata semplificazione siano vanificati dalla esclusione di tutta una serie di riti relativi ad una congerie di materie, rispetto alle quali il legislatore ha ravvisato l'utilità di mantenere la loro specialità (si pensi alle disposizioni processuali in materia di procedure concorsuali, di cambiale ed assegno bancario, di proprietà intellettuale e di tutela del consumatore).
Inoltre, non sfugge la contraddizione insita nel proposito di ridurre il numero dei riti introducendo, con lo stesso testo legislativo, il procedimento sommario di cognizione e devolvendo alla competenza del giudice di pace (dinanzi al quale si applicheranno le norme processuali di questo Ufficio giudiziario e non quelle previste dagli articoli 442 bis e seguenti) le controversie relative agli interessi o accessori da ritardato pagamento di prestazioni previdenziali ed assistenziali, che fino ad ieri erano di competenza del Giudice del lavoro ed i cui giudizi si celebravano applicando le norme del rito lavoro.
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ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
Non meno importante, nella prospettiva di favorire un alleggerimento dei ruoli di udienza, appare la delega al Governo in materia di mediazione e conciliazione: la delega, infatti, autorizza l'esecutivo a mettere ordine tra i diversi organismi di conciliazione – più o meno spontaneamente costituitisi in questi anni – ed a prevedere il generale e preventivo esperimento (anche se facoltativo) del tentativo di conciliazione per tutte le controversie che abbiano ad oggetto diritti disponibili.
Tuttavia, il legislatore ha perduto l'occasione di riformulare l'art. 188 c.p.c. e di tipizzare la conciliazione endoprocessuale obbligatoria attraverso la attivazione di un procedimento ad hoc da collocarsi al termine della fase istruttoria e prima della fase decisoria.
Tra l'altro, la previsione di una conciliazione endoprocessuale – quale ulteriore momento all'interno del processo per evitare al Giudice di redigere la sentenza (e cioè di dedicarsi all'atto processuale più impegnativo a discapito di altre attività quali lo scioglimento delle riserve ed i provvedimento urgenti e sommari) – sarebbe stata coerente con la prassi, sempre più diffusa in alcuni Tribunali come quello di Milano, di concedere alle parti un rinvio con contestuale invito a tentare la bonaria definizione della controversia rivolgendosi ad un conciliatore.
Meno positive appaiono quelle norme che intervengono sulla competenza dei Giudice di pace, innalzandola, e sui termini processuali, dimezzandoli.
La magistratura onoraria richiederebbe – prima di immaginare la attribuzione alla stessa di ulteriori competenze – un meditato riordino normativo che stabilisca, una volta per tutte, i criteri di selezione, le incompatibilità, la temporaneità e la remuneratività.
Il dimezzamento dei termini processuali è solo un placebo: quello che si potrà recuperare costringendo le parti ad appellare entro sei mesi (anziché entro l'anno canonico) si perderà sul piano organizzativo dal momento che già oggi le Corti d'Appello rinviano le cause anche di quattro anni e che, in presenza di un maggior numero di procedimenti concentrati in un lasso temporale più ravvicinato, non potranno fare altro che dilatare ulteriormente gli intervalli tra una udienza e l'altra.
Ben altri sarebbero stati gli effetti se il legislatore avesse stabilito la perentorietà dei termini per i giudici ovvero avesse indicato con chiarezza, nella norma che ha introdotto il calendario del processo, la durata massima di ciascun giudizio civile.
Ma le due novità che hanno fatto più discutere durante l'iter parlamentare di approvazione della legge e che certamente metteranno gli interpreti dinanzi a non indifferenti problemi applicativi sono l'art. 360 bis c.p.c. e le norme contenute nel capo III bis del titolo I del libro quarto del codice di procedura civile.
L'art. 360 bis c.p.c. stabilisce quando il ricorso in Cassazione deve essere dichiarato inammissibile: se il provvedimento impugnato ha deciso le questioni di diritto in modo conforme alla giurisprudenza della Corte e l'esame dei motivi non offrirà elementi per confermare o mutare l'orientamento della stessa ovvero quando è manifestamente infondata la censura relativa alla violazione dei principi regolatori del giusto processo, il Primo Presidente assegnerà il ricorso ad apposita sezione che verificherà se sussistono le condizioni previste dalla legge per una pronuncia di inammissibilità. Orbene, in questa sede è utile segnalare alcune delle obiezioni di incostituzionalità mosse all'istituto: a tacer d'altro, infatti, il filtro si pone irrimediabilmente in contrasto con l'art. 111 della Costituzione, a mente del quale contro le sentenze pronunciate dagli organi giurisdizionali è sempre ammesso ricorso in cassazione per violazione di legge. Ed occorre aggiungere che la disposizione, nella formulazione approvata dal Senato dopo gli emendamenti apportati in sede di esame alla Camera, non risolve affatto tutti i problemi evidenziati dall'avvocatura e dal mondo accademico. Infatti, se la iniziale formulazione della norma era ancora più restrittiva, perché consentiva la ammissibilità del ricorso solo in presenza di quattro tassative ipotesi, la soluzione scelta alla fine dal legislatore conserva tutti i limiti di un accertamento sulla ammissibilità o meno di un mezzo di impugnazione all'esito di una delibazione sommaria. E tanto più appare questa soluzione irragionevole – oltre che contraria ai precetti costituzionali – se solo si pensa che l'eventuale declaratoria di inammissibilità potrà essere fondata non solo su aspetti processuali, bensì su profili sostanziali e di merito tutte le volte che l'apposita Sezione avrà ravvisato la insussistenza di sufficienti ragioni per modificare un orientamento di legittimità al quale si è uniformato il provvedimento impugnato.
Senza dire che in questo modo si istituzionalizza il principio del precedente giurisprudenziale vincolante, nonostante esso sia del tutto estraneo alla cultura giuridica del nostro Paese, di fatto finendo con il rimettere alla ipotetica sensibilità dei componenti dell'apposita sezione ogni eventuale possibile interpretazione adeguatrice dei principi di diritto.
La legge introduce anche un nuovo rito, denominato "procedimento sommario di cognizione", che si caratterizza per una trattazione molto deformalizzata e, soprattutto, affidata alla assoluta discrezionalità del giudice.
Alla libera valutazione del decidente, infatti, sarà rimessa la applicabilità o meno delle norme che disciplinano il procedimento sommario di cognizione: il giudice, se le difese delle parti richiedono una istruzione non sommaria, con ordinanza non impugnabile fissa l'udienza di cui all'art. 183 c.p.c.
Ma, a questo punto è lecito chiedersi: a) quando e come l'attività difensiva delle parti processuali potrà costituire un www.oua.it
criterio univoco e stabile per la applicazione di questo istituto; b) quale rimedio è concesso alle parti qualora il giudice, ritenuta la causa di pronta soluzione, ne disponga senz'altro la trattazione in conformità alle norme del procedimento sommario di cognizione.
Il problema è reso ancora più acuto anche in ragione del fatto che, la competenza per il procedimento sommario coincide con la competenza delle Sezioni distaccate di Tribunale, con rischi di derive pretorili in merito all'applicazione del rito sommario da singolo foro a singolo foro
Per ciò che concerne la individuazione degli elementi da cui desumere una trattazione complessa della causa, il discrimine potrebbe essere costituito dalla esistenza o meno di prova scritta, con esclusione del rito sommario tutte le volte che si debbano raccogliere prove orali o si debbano ammettere accertamenti di natura tecnica.
Ovvero, potrebbe estendersi questo procedimento anche a quelle controversie nelle quali le parti, intendendo avvalersi della possibilità di ricorrere alla testimonianza scritta, la richiedano congiuntamente al Giudice: ipotesi resa plausibile dal fatto che il Giudice sarebbe chiamato a delibare la domanda, sotto il profilo dell'applicabilità del rito, dopo la costituzione del convenuto e dunque dopo che le parti hanno preso posizione sui fatti e sui mezzi di prova. Più problematica appare la individuazione del rimedio avverso il provvedimento del Giudice che ravvisi gli estremi per la applicazione del procedimento sommario di cognizione: l'appello, infatti, sarebbe stato immaginato dal legislatore come rimedio tipico all'interno del procedimento, nel senso che al giudice di appello non sarebbe devoluto esplicitamente l'esame delle censure che attengano alla applicabilità del procedimento medesimo bensì solo quelle inerenti la attività istruttoria (essendo consentito la ammissione in grado di appello di nuovi mezzi di prova e documenti se ritenuti rilevanti dal Collegio) ed il merito della controversia.
La soluzione sistematica, salvo voler sottostare alla assoluta discrezionalità e non reclamabilità del provvedimento, è quella di ammettere la possibilità per la parte convenuta di proporre reclamo, contro la decisione del Giudice di applicare il procedimento sommario di cognizione benché non sussistano i presupposti di legge
Né potrebbe deporre in senso contrario la non impugnabilità – espressamente prevista dal legislatore - della ordinanza con la quale il giudice ravvisi di non potere applicare le norme del procedimento sommario di cognizione: in quel caso, infatti, la conversione del rito e la applicazione del norme del processo di cognizione ordinaria tutelano adeguatamente le parti processuali, potendo esse fare valere le loro ragioni con tutte le garanzie della cognizione piena.
Ben diversa, invece, sarebbe la condizione processuale di quel convenuto che, avendo subito le scelte di controparte ed avendole avversate, non possa sottoporre ad un organo collegiale – e prima della decisione sommaria nel merito – le eccezioni relative alla applicabilità del procedimento de quo.
Infine, una breve riflessione merita il nuovo art. 96 c.p.c.: qui si è superata ogni più ardita immaginazione prevedendosi – pur di scoraggiare l'accesso al servizio giustizia dei cittadini – il potere del giudice , quando pronuncia sulle spese ai sensi dell'art. 91 c.p.c. (ossia quando liquida le spese in danno della parte soccombente), di condannare quest'ultima, anche d'ufficio, al pagamento a favore della controparte di una somma equitativamente determinata, somma che deve considerarsi una vera e propria "pena privata", istituto finora sconosciuto al nostro ordinamento.
Se solo si considera che il legislatore ha mantenuto l'ipotesi di condanna per lite temeraria, aggiungendo il terzo comma in commento, si comprende bene che la parte soccombente potrà essere condannata anche nel caso in cui abbia tenuto un comportamento processuale conforme alle regole ma abbia avuto solo il torto di perdere la causa.
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DIRITTO E GIUSTIZIA
La testimonianza scritta, un nuovo strumento semplificatore da accogliere in positivo. Resta la zavorra dei formalismi generati dalla irrisolta moltitudine (27) tra riti e modelli processuali
di Pietro Porri - *Segretario dell'Unione nazionale delle camere civili
Approvata in via definitiva dal Senato, la nuova Riforma del Processo Civile è divenuta ormai operativa. Si tratta dell'ennesimo intervento del legislatore che nell'intento del ministro Alfano, dovrà semplificare e accelerare i tempi della definizione delle cause.
È infatti sotto gli occhi di tutti come la Giustizia Italiana vive ormai da molto tempo in uno stato di quasi paralisi. Da una recente indagine, in termini di efficienza della Giustizia, l'Italia è risultata al pari di qualche Stato africano e ovviamente ultima in Europa. Basti pensare che la definizione di un Giudizio civile sino alla Corte di Cassazione, implica una attesa di ben oltre 10 anni. È evidente che una situazione di questo tipo si riflette negativamente sulla economia del Paese, scoraggiando anche gli investitori stranieri i quali preferiscono Nazioni che sono in condizione di assicurare un più efficiente e maggiore rispetto dei diritti. Infatti è innegabile che da un diritto negato scaturisce nella collettività un senso di sfiducia nella Giustizia e di chi la rappresenta con tutte le conseguenze negative e deleterie che ne conseguono.
Alla luce di queste doverose premesse, il Ministro Alfano ha avviato la nuova riforma del processo civile con l'intento di restituire efficienza e funzionalità alla Giustizia Civile. Si deve tuttavia aggiungere che come ormai universalmente riconosciuto, anche dallo stesso Ministro, ormai è indiscutibile la necessità, invocata da anni dalla Unione delle Camere Civili di proseguire in modo definitivo sulla strada della unificazione dei riti, con la previsione di un rito unico che si dovrà concentrare in poche udienze. Infatti ad oggi il nostro Ordinamento vanta il nefasto primato di ben 27 tra riti e modelli processuali, dai quali conseguono eccessi di formalismo che inevitabilmente contribuiscono a ritardare i tempi della Giustizia.
Veniamo a questo punto ad analizzare le più salienti modifiche al processo civile introdotte con la nuova riforma. La previsione decisamente innovativa è la cd. "Testimonianza scritta". secondo il testo normativo ora in vigore: «Il giudice, su accordo delle parti, tenuto conto della natura della causa e di ogni altra circostanza, può disporre di assumere la deposizione chiedendo al testimone, anche nelle ipotesi di cui all'articolo 203, di fornire, per iscritto e nel termine fissato, le risposte ai quesiti sui quali deve essere interrogato.
Il giudice, con il provvedimento di cui al primo comma, dispone che la parte che ha richiesto l'assunzione predisponga il modello di testimonianza in conformità agli articoli ammessi e lo faccia notificare al testimone.
Il testimone rende la deposizione compilando il modello di testimonianza in ogni sua parte, con risposta separata a ciascuno dei quesiti, e precisa quali sono quelli cui non è in grado di rispondere, indicandone la ragione.
Il testimone sottoscrive la deposizione apponendo la propria firma autenticata su ciascuna delle facciate del foglio di testimonianza, che spedisce in busta chiusa con plico raccomandato o consegna alla cancelleria del giudice.
Quando il testimone si avvale della facoltà d'astensione di cui all'articolo 249, ha l'obbligo di compilare il modello di testimonianza, indicando le complete generalità e i motivi di astensione.
Quando il testimone non spedisce o non consegna le risposte scritte nel termine stabilito, il giudice può condannarlo alla pena pecuniaria di cui all'articolo 255, primo comma.
Quando la testimonianza ha ad oggetto documenti di spesa già depositati dalle parti, essa può essere resa mediante dichiarazione sottoscritta dal testimone e trasmessa al difensore della parte nel cui interesse la prova è stata ammessa, senza il ricorso al modello di cui al secondo comma.
Il giudice, esaminate le risposte o le dichiarazioni, può sempre disporre che il testimone sia chiamato a deporre davanti a lui o davanti al giudice delegato».
La previsione normativa introdotta, recependo le istanze dell'Avvocatura, ha previsto che il Giudice dispone la testimonianza scritta "su accordo delle parti". In tal modo, considerato che le parti debbono dare il loro preventivo consenso, si tende a non violare il principio fondamentale del contraddittorio a cui si ispira il processo. Infatti è la parte che con il suo indispensabile consenso può utilizzare uno strumento processuale necessario alla istruzione probatoria della causa e che non potrebbe essere assunto in altro modo.
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Pertanto si tratta di uno strumento processuale che è stato introdotto il cui utilizzo viene affidato alla preventiva manifestazione di volontà delle parti.
Volendo azzardare una previsione, è facile presumere che siffatta formulazione limiterà l'uso della testimonianza scritta solo in casi eccezionali, soprattutto quando sarà limitata a confermare dei documenti di spesa che comunque le parti avranno l'onere di depositare entro i termini perentori già previsti.
Tuttavia si deve riconoscere che la "Testimonianza Scritta" è una previsione normativa che introduce un nuovo mezzo di istruzione probatoria di cui le parti possono avvalersi esprimendo il loro assenso, semplificando in detti casi il processo, resta comunque inteso che qualora una parte non intenda dare il suo consenso, la testimonianza scritta non potrà esperirsi. Pertanto sotto questo aspetto non può che esprimersi favore verso la introduzione della possibilità di utilizzare un nuovo strumento processuale per giungere alla definizione del Giudizio.
In merito alle modalità di attuazione della "Testimonianza scritta", il Giudice con l'ordinanza con la quale ammette la prova, dispone che il testimone fornisca per iscritto le risposte alle domande sulle quali sarà interrogato e fissa un termine entro il quale la testimonianza scritta dovrà pervenire. Il Giudice, con la medesima ordinanza deve inoltre disporre che la parte che ha fatto l'istanza della prova, rediga il modello di testimonianza in cui si dovrà trascrivere pedissequamente i capitoli ammessi. Detto modello di testimonianza dovrà quindi essere notificato al teste a cura della parte che ha chiesto la testimonianza.
Anche se la norma non lo prevede esplicitamente, tuttavia è opportuno che il Giudice nella sua ordinanza, indichi anche il termine entro il quale il modello di testimonianza debba essere notificato al teste.
Al fine di rendere al teste chiaro il suo impegno sarà opportuno riprodurre nel modello di testimonianza, prima della trascrizione dei quesiti ammessi, anche il testo della ordinanza del Giudice con i termini indicati dal medesimo. Il testimone dovrà quindi rispondere ai quesiti contenuti nel modello di testimonianza che dovrà essere compilato, precisando quali sono i quesiti a cui non può rispondere indicandone i motivi. Per consentire al teste una adeguata compilazione delle sue risposte sarà quindi conveniente predisporre un ragionevole spazio tra i vari quesiti riportati nel modello di testimonianza.
Secondo la previsione normativa, il testimone dovrà fare autenticare da parte di un pubblico ufficiale o Notaio la sua firma su ogni facciata del foglio, a tale proposito sarà utile precisare nel modulo di testimonianza che la firma dovrà essere autenticata.
L'autentica della firma è una incombenza che secondo il testo in vigore, viene attribuita al teste, anche da un punto di vista dell'esborso economico e ciò mal si concilia con il carattere gratuito della prova testimoniale, pertanto si può prevedere che il teste possa chiedere al Giudice la rifusione delle spese sostenute per i suoi adempimenti. Il teste dovrà quindi provvedere a spedire il tutto con plico raccomandato o consegnarlo entro il termine fissato dal Giudice alla Cancelleria.
Nel solo caso in cui la testimonianza scritta ha per oggetto documenti di spesa già depositati dalle parti entro i termini perentori, la dichiarazione sottoscritta dal teste sarà trasmessa al difensore della parte che ha richiesto detta prova, senza l'adozione di ulteriori formalità.
Infine si precisa che il Giudice in base al principio secondo il quale è il responsabile dello svolgimento del processo, potrà sempre disporre che nonostante tutto il teste sia chiamato a deporre davanti a lui.
La testimonianza scritta, come anche altre previsioni normative introdotte con la riforma, quali la previsione della informatizzazione del processo, tendono a percorrere la strada della semplificazione del processo, anche se si deve osservare che le modifiche adottate difficilmente avranno l'effetto di abbreviare i tempi della Giustizia. A tale proposito dobbiamo ribadire che la vera riforma del processo civile sarà attuata solo con la definitiva abolizione della moltitudine dei riti processuali che ingolfano irreparabilmente il nostro sistema.
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ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
IL SOLE 24 ORE
Giustizia. Una fase transitoria molto articolata per le misure dedicate a snellire i processi e ridurre l'arretrato
Cause civili, riforma in due tempi
Filtro in Cassazione e cambio di rito per le società solo per le nuove liti
Un doppio binario per il processo civile. Con effetti paradossali nelle aule dei tribunali: nelle stesse ore, nel medesimo tribunale, per due cause sulla stessa materia, si potrà assistere per mesi, se non per anni, all'applicazione di norme diverse e a volte opposte. La fase transitoria dell'applicazione del nuovo processo civile si presenta complessa per magistrati e avvocati, costretti a fare i conti con un pacchetto di novità che cambierà da subito le regole, ma senza cancellare la vecchia disciplina. La regola base fissata dal disegno di legge approvato definitivamente martedì è l'applicazione delle novità alle controversie introdotte solo dopo l'entrata in vigore della legge. La pubblicazione in «Gazzetta» sarà quindi cruciale. Ad esempio: a partire dal quindicesimo giorno dalla pubblicazione, le cause in materia societaria saranno disciplinate dal rito ordinario, mentre quelle in corso continueranno a essere regolate dal vecchio rito. Una differenza pesante se si tiene conto delle differenze tra le due forme processuali (gli avvocati già puntano a evitare il detestato rito speciale evitando di introdurre una nuova controversia prima del tempo). Prospettiva analoga per le molte cause sul risarcimento danni per lesioni provocate da incidenti stradali. Oggi si applica ancora il rito del lavoro, mentre il disegno di legge ne prevede la soppressione, conservando però l'applicazione della procedura lavoristica alle liti in corso. Dovrà aspettare un po' di tempo per essere sperimentata anche la novità del filtro in Cassazione, che si applicherà solo quando il provvedimento impugnato è stato depositato dopo l'entrata in vigore della legge, o la testimonianza in forma scritta. Spostato in là anche il debutto del processo sommario di cognizione o le sanzioni processuali alle parti che perdono tempo nel giudizio. Un numero limitato di misure, invece, sarà operativo da subito. A partire dal contenuto delle sentenze, che potrà essere espresso con una succinta esposizione delle ragioni di diritto alla base della decisione, con riferimento ai precedenti giurisprudenziali conformi. Lo stesso vale per il divieto di produrre nuovi documenti in appello o la possibilità di impugnare le sentenze di opposizione alle esecuzioni. Si dovranno poi attendere i decreti delegati per conoscere le misure che spostano nel tempo i benefici dello sfoltimento dei riti (salvando alcune forme speciali come quella del lavoro, della famiglia o sulla proprietà industriale e i fallimenti) o rilanciano la conciliazione. Il faticoso slalom tra le regole metterà ulteriormente sotto pressione magistrati e avvocati, costretti a fare i conti con la forza — a volte dirompente — del nuovo, senza poter perdere di vista il passato. Un doppio binario processuale che, almeno nell'immediato, rischia di non fare sentire gli effetti positivi della riforma. Giovanni Negri
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
ITALIA OGGI
Gli ultimi dati del ministero della giustizia. Lo stato dell'arte a Milano, Napoli e Verona
Un processo sempre più hi-tech
Procedure telematiche già attivate in 215 uffici giudiziari
L'informatizzazione del processo civile va avanti a passo spedito in Italia: a oggi, infatti, sono 215, di cui 86 sedi distaccate, gli uffici giudiziari in cui le procedure telematiche sono state attivate. E non è tutto: dal 1° giugno, informa il ministero della giustizia, partiranno le comunicazioni on-line obbligatorie al Tribunale di Milano, con l'obiettivo di rendere 300 mila comunicazioni, a oggi trasmesse tramite ufficiali giudiziari o attraverso il servizio postale, a circa 5 mila avvocati del foro di Milano; l'ufficialità si è avuta, con la pubblicazione del decreto ministeriale previsto dall'art. 51 del dl 112/2008 (si veda articolo a pag. 16). Nel capoluogo lombardo, il processo civile telematico, attivo da oltre due anni, ha ormai da tempo superato la fase della sperimentazione. Il Tribunale civile e l'Ordine degli avvocati, infatti, stanno raggiungendo degli importanti risultati: basti pensare che al 30 novembre scorso oltre il 25% dei ricorsi per decreto ingiuntivo era stato presentato in via telematica. L'Ordine, poi, è particolarmente impegnato nell'attività di formazione ed assistenza della categoria (le decine di chiamate al giorno allo sportello informatico 0236504593 lo testimoniano): sempre più iscritti usufruiscono della possibilità di trasmettere via web gli atti civili, accedono a Polisweb (il servizio che consente la consultazione on line delle informazioni contenute nei registri delle cancellerie presso gli uffici giudiziari) e usano la casella di posta elettronica certificata che viene loro messa a disposizione, che costituisce l'unico indirizzo telematico, grazie al quale il legale riceve gli avvisi di cancelleria e (per i difensori) che usa per ricevere ed inviare notifiche telematiche a/e da altri difensori. Se Milano sorride, Napoli non piange sul versante dell'innovazione tecnologica forense. Lo testimoniano queste cifre, presentate il 25 maggio scorso, nel corso di un incontro promosso dal ministero di via Arenula, dal Cnipa e dalla Regione Campania: il 50% dei decreti ingiuntivi è emesso telematicamente, non più in 30 giorni, ma in soli sette, e sono state dematerializzate circa 2 milioni di pagine presso la Procura di Napoli. «Siamo partiti con il decreto ingiuntivo telematico», ha dichiarato Eugenio Forgillo, consigliere di Corte d'Appello e responsabile unico del procedimento, «ma ritengo che, nell'immediato futuro, estenderemo il programma anche al contenzioso ordinario, soprattutto per i settori del lavoro e della previdenza». A Verona «c'è molto interesse fra gli avvocati» per i quali è in corso una «maratona formativa» (due pomeriggi alla settimana si svolgono lezioni di informatica), «in attesa di uscire dalla fase sperimentale e far decollare il progetto» ha raccontato Carlo Trentini, presidente dell'Ordine degli avvocati della città scaligera, in cui dal 16 marzo scorso è possibile lo scambio telematico degli atti giudiziari. «È bene, però, precisare che il processo civile telematico qui da noi è relativo, per ora, soltanto alle esecuzioni immobiliari. Pertanto, su 2.200 iscritti all'Albo, il bacino dei destinatari di questo innovativo servizio è di circa 500 avvocati». Trentini aspetta la fine del percorso formativo per tirare le somme: «Mi adopererò perché gli avvocati veronesi si adeguino a questo e ad altri ritrovati tecnologici per snellire le pratiche». Simona D'Alessio
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
ITALIA OGGI
L'Intervento
Avvocati parte attiva per riforme al passo coi tempi
di Ester Perifano - Segretario generale Anf (Associazione nazionale forense)
Per gli avvocati questo è un momento cruciale. Sembra che tutti i nodi della professione siano contemporaneamente venuti al pettine: la riforma dell'ordinamento, il nuovo intervento dell'Antitrust, la sicurezza sociale della professione, la riforma previdenziale, la formazione continua, il processo civile.
Questi saranno, fatalmente, i temi sui quali si dovrà concentrare l'azione dell'Associazione nazionale forense che ho avuto l'onore di essere stata chiamata a guidare per i prossimi tre anni. Senza trascurare l'attività sindacale vera e propria che è nel Dna della nostra associazione e che l'attuale crisi economica riporta al centro della nostra iniziativa politica.
La priorità delle priorità è la riforma dell'ordinamento forense. Su questo terreno gli avvocati sono chiamati a dare prova di coraggio e unità, ma anche di realismo. Insistere in compromessi al ribasso sperando che una politica distratta possa approvare progetti che potevano apparire riformatori trent'anni fa è una pericolosa illusione. Rischiamo di risvegliarci un giorno con una legge voluta e approvata da altri molto peggiore di quella che avremmo potuto, responsabilmente, proporre noi.
Su questo terreno l'Anf avanza proposte serie da sempre e siamo convinti sarà proprio intorno al nucleo di riforme che abbiamo sostenuto per primi e a lungo da soli che potrà essere varata una legge veramente innovatrice. Penso, ad esempio, ad un procedimento disciplinare moderno, che garantisca davvero la terzietà dei giudici e interrompa il perverso rapporto controllore-controllato. O anche ad un vero rinnovamento del nostro Consiglio Nazionale, uguale a se stesso da oltre settanta anni che, ormai, è del tutto inadeguato a svolgere le funzioni che nuove e numerose norme gli hanno attribuito.
In queste settimane, però si sta anche decidendo il futuro della nostra previdenza. L'ipotesi di riforma proposta dalla Cassa è stata bocciata dai ministeri vigilanti e a breve dovremo varare un nuovo testo con margini di manovra sempre più ristretti. In un quadro in cui il nuovo Comitato dei delegati, appena rieletto, rischia di essere assolutamente delegittimato nella sua interlocuzione politica.Da mesi chiediamo di fare chiarezza sulle posizioni di numerosi neodelegati che parrebbe fossero ineleggibili perché non in regola con il versamento dei contributi. La commissione elettorale ha ritenuto di escluderne solo tre suscitando proteste e annunci di ricorsi massicci da parte dei non eletti. Il protrarsi dell'incertezza o peggio l'azzoppamento e il cambio in corsa di parte del parlamentino della Cassa minerebbe gravemente la credibilità dell'Avvocatura. Per questo abbiamo chiesto di rendere noti i criteri con i quali sono state convalidate le elezioni , ricordando che per essere eletti bisogna essere in regola al momento della presentazione della candidatura ed eventuali «sanatorie» successive sono assolutamente inaccettabili.
Qualunque sia l'esito di questa spiacevole vicenda, Anf vigilerà e si farà parte attiva affinché sia varata una riforma al passo coi tempi, che non penalizzi giovani e donne, ma che non danneggi quegli avvocati che hanno creduto nel nostro sistema previdenziale, sostenendolo con i loro contributi sin dall'inizio.
Ci sarà molto da lavorare sull'attuazione delle deleghe contenute nella riforma del processo civile, avviandosi la conciliazione e la mediazione, in uno alla semplificazione dei riti, a diventare parte essenziale della nostra attività quotidiana.
Infine vorremo impegnarci per il sostanziale recupero dell'anima e dell'attività sindacale in senso stretto. Avvieremo una stagione di rivendicazioni concrete per migliorare le condizioni di vita e di lavoro degli avvocati soprattutto in quei settori nei quali è stato di recente aggiornato, con notevole aggravio per noi, il quadro normativo generale (privacy, antiriciclaggio, studi di settore ecc.).
Privilegeremo la costruzione di proposte concrete, collaudate e immediatamente applicabili sulle quali cercare il più ampio consenso, evitando i progetti portatori solo di enunciazioni di carattere generale. Per realizzare questi obiettivi abbiamo anche ridefinito la nostra organizzazione interna e a supporto del direttivo nazionale (organo esecutivo), abbiamo istituito numerose macroaree alle quali contribuiranno consiglieri nazionali (membri quindi di un'assemblea più numerosa e partecipata) con competenza specifica nei settori che seguiranno e approfondiranno.
Nel nuovo esecutivo, infine, è stato fatto spazio a volti nuovi, soprattutto donne: un ricambio ottenuto grazie alla scelta di molte figure storiche della nostra associazione, che hanno ricoperto in passato anche prestigiosi incarichi nelle istituzioni e negli organismi forensi, di continuare a lavorare per Anf senza necessità di medagliette formali.
Questo è lo spirito con il quale Anf vive la politica forense e con il quale si candida a rilanciare nei prossimi anni la capacità degli avvocati di essere protagonisti e promotori di una stagione di riforme che non possiamo più permetterci di rinviare.
IL SOLE 24 ORE – Edizione Roma
Avvocati. Sul tavolo il nodo dell'indennità di presenza, la formazione e il reclutamento delle nuove leve
Sale la protesta dei legali d'ufficio
Gli iscritti alle liste di Roma scesi dai 1.400 dell'anno scorso agli 850 attuali
Garantiscono l'assistenza all'indagato o all'imputato che non abbia nominato un proprio legale o ne sia rimasto privo. Sono i difensori d'ufficio. A Roma fino all'inizio dello scorso anno erano 1.400 circa. «Un dato sproporzionato rispetto alle esigenze del cittadino – sottolinea il consigliere dell'Ordine capitolino degli avvocati, Francesco Gianzi - cosi siamo intervenuti e oggi il numero si aggira sugli 850». L'Ordine ha cercato di puntare soprattutto sulla formazione, fissando un tetto nel numero di legali ammissibili al corso biennale necessario per iscriversi alle liste dei difensori d'ufficio nell'ultima edizione, partita lo scorso anno, il limite è stato 350. E l'attenzione sulla categoria è stata riportata da una particolare forma di protesta dell'avvocato Stefania Merlino, penalista da 17 anni iscritta nell'elenco: ha sfilato con un cartello al collo per i corridoi del Tribunale di Roma, chiedendo che venisse garantita un'indennità fissa per le giornate in cui l'avvocato d'ufficio deve essere reperibile per effettuare la sostituzione dei colleghi assenti in aula. L'avvocato Merlino contesti due punti della delibera dell'8giugno 2006 del Consiglio dell'ordine: la prestazione dell'attività di difensore d'aula prevalentemente gratuita e l'obbligo di dare immediatamente avviso al difensore di fiducia dell'attività svolta, dell'esito dell'udienza e dell'eventuale data del rinvio. «Come se questi, dopo la gratuita prestazione del collega di turno in aula, - afferma - non debba e non possa neanche attivarsi per controllare in cancelleria l'esito della sua udienza e dell'eventuale rinvio». In realtà, spiega il consigliere Francesco Gianzi, «si tratta di un'attività in sostituzione di un collega che non è potuto essere presente, deve rientrare nei principi di lealtà, correttezza e colleganza che sono i cardini della deontologia forense». Stefano Guerra, difensore d'ufficio dall'ottobre 2005, non è d'accordo con il gettone di presenza («in realtà squalificherebbe la categoria»). Tuttavia, a suo avviso, la protesta rientra inno problema deontologico: «Gi sono colleghi che rinunciano all'incarico magari solo sostanzialmente, cioè senza comunicarlo all'autorità procedente, e quindi innescano il meccanismo "perverso" detto del ", quarto comma", cioè della sostituzione "al volo", in aula, 30 secondi prima dell'udienza, con altro avvocato che nulla sa della causa e che poi ha anche l'onere di dover perdere tempo a comunicare al collega un rinvio, o un esito, che a questi non interessa assolutamente perché ha già rinunciato all'incarico». Dietro la scela di diventare difensore d'ufficio c'è una forte motivazione. Vittorio Balzani lo è dal 1992 e ha intenzione di continuare anche ora che è cassazionista: «Sia per un mio convincimento morale e deontologico sia perché ritengo che l'avvocatura abbia necessità di risollevare la sua figura nei confronti dei cittadini». Sulla stessa linea Edoardo Mobrici (nell'elenco dal gennaio 2008): «Vorrei contribuire ad affermare un principio non solo giuridico, ma anche di giustizia sociale e umana». Giovanni Parente
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
IL SOLE 24 ORE – Edizione Roma
Non ancora liquidato un terzo dei compensi dovuti nel 2008
Nuove regole in Tribunale per accelerare i pagamenti
Una nuova organizzazione del lavoro per rendere più snelle le procedure di pagamento che riguardano uno stesso avvocato. Con gli atti suddivisi non più in base alla data in cui sono giunti all'ufficio competente ma per beneficiario del versamento. Così il Tribunale di Roma sta cercando di andare incontro alle esigenze dei difensori d'ufficio che chiedono tempi più brevi per la liquidazione dei compensi relativi a soggetti irreperibili. «Occupandomi di difesa d'ufficio da molti anni—rileva l'avvocato Marina Lo Faro - la problematica più segnalata dal colleghi riguarda proprio la lungaggine dovuta al pagamento della prestazione professionale». La procedura dopo che il magistrato ha emesso il decreto di liquidazione prevede, una volta trascorsi i termini per la notifica e le eventuali opposizioni, il passaggio all'ufficio spese pagate dall'erario che predispone i mandati. Poi vanno al funzionano delegato che provvede a inoltrarli alla Banca d'Italia per il bonifico. Secondo però una stima approssimativa del Tribunale capitolino, circa il 30% dei decreti inviati nel 2008 per l'accredito e relativi sia al gratuito patrocinio che a difese d'ufficio di irreperibili non è stato ancora pagato per carenza di fondi. Ma dal ministero della Giustizia fanno sapere che la situazione è allo studio per trovare una soluzione. C'è quindi attenzione nei confronti delle istanze dei difensori d'ufficio. «Abbiamo avuto da poco un colloquio con il presidente Paolo De Fiore — precisa il consigliere dell'ordine Francesco Gianzi — e si è dimostrato molto sensibile: ci siamo aggiornati per verificare come si può intervenire sui meccanismo». Qualcosa è già cambiato: «Da settembre 2008 - afferma Fabio Vescovi, coordinatore degli uffici per il pagamento delle spese di giustizia del Tribunale - abbiamo organizzato l'archivio per beneficiano». In pratica si semplifica il pagamento dei decreti che riguardano lo stesso avvocato. Altra questione: le somme da liquidare. «E giusto pretendere — rimarca Gian Domenico Calazza, presidente della Camera penale di Roma - qualità, professionalità, rigore deontologico nella difesa di ufficio: ma la mortificazione del trattamento economico ditale attività non contribuisce certo al raggiungimento dell'obiettivo» A tal proposito la Camera penale di Roma che nel 2008 ha lanciato la campagna per la moratoria dei corsi trovando sponda nella decisione dell'ordine del numero chiuso nell'accesso alle liste e nella partecipazione alla formazione — ha licenziato due anni fa un disegno di legge, fatto proprio e perfezionato dall'Unione camere penali italiane. ll progetto punta a migliorare la qualità tecnica e deontologica della prestazione professionale del difensore di ufficio - conclude Caiazza - e ottenere una sua retribuzione dignitosa, equa e rapida. Ora è depositato alla Camera: speriamo che il Parlamento sappia fare il proprio dovere».
IL SOLE 24 ORE – Edizione Roma
In crescita nella capitale il ricorso a questo strumento
Difesa gratuita da 4,7 milioni
Anche se restano due istituti nettamente separati, a volte le strade di difesa d'ufficio e gratuito patrocinio, che scatta per i soggetti "non abbienti", si incrociano. Il difensore d'ufficio non è necessariamente patrocinio a spese dello Stato e quindi deve, o dovrebbe, essere retribuito dal cliente. Nel caso in cui ciò non accada, e solo dopo una specifica procedura che dimostri all'autorità giudiziaria l'impossibilità di rintracciare il cliente, allora si può chiedere il rimborso da parte dello Stato. Al Tribunale di Roma dal 2007 allo scorso 15 maggio sono state 5.767 le richieste al Giudice per le indagini preliminari di ammissione al gratuito patrocinio (l'83,5% sono state accolte). Nel primo quadrimestre 2009 sono stati registrati dal foro della capitale decreti di liquidazione per 2,9 milioni relativi al gratuito patrocinio e 1,7 per le difese d'ufficio di clienti "irreperibili". Dato che in tutto il 2008 aveva superato rispettivamente quota 4,7 e 2,6 milioni, con un trend su base annua in crescita. Nei primi mesi dell'anno sono comunque intervenute, per il gratuito patrocinio, due novità normative: l'adeguamento del limite di reddito per l'accesso e la possibilità (Dl 11/09) per le persone offese da alcuni reati a sfondo sessuale di essere ammessi a prescindere dalle disponibilità economiche (vittima di violenza sessuale, atti sessuali con minorenne e violenza sessuale di gruppo). La nuova soglia è stata portata a 10.628,16 euro (contro 9.723,84 euro precedenti).
ITALIA OGGI
Franco Ionta, commissario all'edilizia penitenziaria, ha presentato il piano al guardasigilli
Carceri, 17 mila nuovi posti letto
Obiettivo da realizzare entro il 2012. Caccia alle risorse
Sono 17.129 i nuovi posti letto da realizzare entro il 2012. Questo è l'obiettivo presente nel piano carceri presentato al ministro della giustizia da Franco Ionta, commissario straordinario all'edilizia penitenziaria, nonché capo del dipartimento dell'amministrazione penitenziaria. Secondo quanto si legge nella relazione illustrativa per 10.806 posti ci sarebbe una adeguata copertura finanziaria; per 6.323 posti letto invece al momento mancherebbero ancora le risorse economiche. Come anticipato su ItaliaOggi del 12/2 e del 16/4/2009 si punta tutto sulla realizzazione di nuovi padiglioni da costruirsi all'interno delle mura di cinta di istituti penitenziari già esistenti. Verranno occupati, quindi, spazi oggi a disposizione del personale penitenziario o della popolazione detenuta per attività sportive o ricreative che si tengono all'aperto (giardini, campi di calcio, aree verdi). Per quanto riguarda la individuazione delle risorse viene confermato il ricorso ai fondi della Cassa delle ammende. Vengono genericamente citate la locazione finanziaria, la finanza di progetto e la permuta come possibilità di coinvolgimento dei privati. Altre risorse arriveranno dai Fondi Fas (Fondo aree sottoutilizzate). Guardando alla distribuzione regionale delle nuove carceri o dei nuovi padiglioni in Piemonte l'incremento della capienza totale sarebbe di 1.400 posti entro il 2012. Solo per 1.000 ci sarebbero già le risorse a disposizione. In Lombardia si recupererebbero 3.587 posti ma mancano all'appello 195 milioni di euro ancora non individuati. Nel Triveneto l'aumento della capienza regolamentare sarebbe di 624 posti letto, ma per 159 i finanziamenti sono ancora da individuare. In Liguria sono previsti nuovi 494 posti di cui ben 400 privi di copertura finanziaria. In Emilia Romagna l'incremento della disponibilità alloggiativa sarebbe sempre entro il dicembre 2012 di 1.240 posti per i quali vi sarebbero già interamente i fondi. Anche in Toscana, per i nuovi 500 posti letto, in Umbria per i 200 e nelle Marche per i 50 vi sarebbero le risorse già pronte. Nel Lazio si prevedono nello specifico 200 posti a Velletri, 200 a Frosinone, 200 a Viterbo, 200 a Civitavecchia, 1.456 a Roma, 339 a Paliano, 314 a Latina per un incremento complessivo di 2.909 posti. Solo che meno di 1.300 hanno la copertura economica utile affinché le costruzioni possano essere ultimate entro il 2012. In Abruzzo e Molise l'incremento, già finanziato, sarebbe di 200 posti. In Campania, regione molto colpita dal sovraffollamento, l'aumento sarebbe di 2.254 posti letto di cui 1.000 ancora privi di disponibilità economica. In Puglia si creerebbero nuovi 400 posti e in Calabria 450 per i quali c'è già copertura finanziaria. In Sicilia l'aumento arriva sino a 1.908 posti letto di cui 905 ancora senza soldi per realizzarli. In Sardegna 913 posti nuovi con fondi già a disposizione. L'intera operazione costa più o meno alle casse dello Stato un miliardo e mezzo di euro. Mancano all'appello però ben 980 milioni di euro, quasi i due terzi dell'intera somma. A conclusione della sua relazione lo stesso Franco Ionta riconosce quanto segue: «Si rappresenta che la deliberazione di significativi incrementi di capienza, comportando oneri aggiuntivi per la gestione di servizi sanitari degli istituti erogati dalle Asl territorialmente competenti, andrebbe coordinata con le competenze della Conferenza unificata stato-regioniautorità locali». Un'ammissione di mancata previsione di costi relativa alle spese della sanità, a carico delle regioni. Ma manca anche ogni riferimento a quanto costerà il personale da assumere per le nuove strutture (direttori, poliziotti penitenziari, educatori, assistenti sociali, medici, psicologi), la gestione quotidiana delle carceri (dalla luce alle tasse, dal gas sino all'immondizia e alla manutenzione dei fabbricati), per non parlare dell'eventuale costo del lavoro dei detenuti. Oggi i detenuti crescono di 1.000 unità al mese. A oggi sono poco meno di 63 mila mentre la capienza regolamentare è di 43 mila posti. Per cui anche se a dicembre 2012 tutte le costruzioni presenti nella relazione del capo Dap si dovessero realizzare, anche se i soldi mancanti si troveranno, qualora il trend di crescita della popolazione carceraria rimarrà quello dell'ultimo anno, arriveremo comunque a 100 mila detenuti mentre i posti letto regolamentari saranno ad andar bene 60 mila. Un gap di 40 mila posti letto. Nella relazione non c'è traccia di riferimento alle navi prigione di cui si è parlato nei giorni precedenti. Probabilmente il ministero ha fatto uscire la notizia prima per sondare le reazioni. Particolarmente negative sono state quelle provenute dagli avvocati, in considerazione di come negli istituti galleggianti potesse essere messo a rischio il diritto alla difesa. Patrizio Gonnella www.oua.it
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
ITALIA OGGI
I penalisti: videoregistrare le testimonianze dei minori
Videoregistrare le testimonianze dei minori abusati. Perché oggi, nella raccolta delle prove, vengono spesso seguite prassi non corrette che portano a risultati poco affidabili. E la denuncia del presidente dell'Unione delle camere penali, Oreste Dominioni, lanciata nel corso di un convegno organizzato a Roma il 15 maggio scorso dall'Ucpi e dalla società di psicologia giuridica, dal titolo «la testimonianza del minore in un giusto processo. Criteri di assunzione e valutazione della prova nei reati d'abuso nei confronti dei minori». «Nella raccolta delle testimonianze di minori abusati», ha detto Dominioni, «vengono spesso seguite prassi non corrette, metodi che tendono a sganciarsi sempre di più da orientamenti scientifici e rispondono a un modo di procedere approssimativo. Giungendo così a un risultato non affidabile». «Rignano è il caso più eclatante», ha denunciato il presidente dell'Ucpi, «che però non è isolato. Ha fatto da detonatore a un problema che già c'era: nell'ascoltare i bambini possibili vittime di un abuso vanno riaffermate una serie di regole convalidate da studi scientifici». Al momento, invece, secondo Dominioni, non ci sono criteri omogenei e «le modalità con cui vengono assunte le testimonianze cambiano da tribunale a tribunale e spesso accade che vengano deformate anche se in buona fede». Il presidente delle camere penali si è detto anche contrario alla creazione di sezioni speciali di giudici sui crimini contro i minori perché «la specializzazione è importante a livello di pm e di organi di polizia che devono raccogliere le prove, non a livello di giudici». Al convegno è intervenuta poi Luisella De Cataldo Neuburger, presidente della società di psicologia giuridica e consulente della difesa nel processo sui presunti abusi nella scuola materna di Rignano Flaminio, la quale ha rilevato che «nel 96,4% dei casi registrati ogni anno in Italia, le denunce di minori che sostengono di aver subito una violenza sessuale sono false». «Le denunce per violenze sessuali su minori», ha spiegato, «secondo i dati Istat del 2006, sono state 4.513, quelle per atti sessuali con minori 460, pari al 10%. In totale condannate 1.241 persone. Si evince che le condanne per abusi potrebbero essere circa 120». Intervenuti Gaetano Pecorella, parlamentare Pdl, e Donatella Ferranti, capogruppo Pd in commissione giustizia camera. Gabriele Ventura
ITALIA OGGI
A Novara una convenzione con l'Ordine finanziata dalla Popolare
La banca paga i praticanti
Gli aspiranti avvocati in tribunale per un anno
La notizia è che c'è una banca, la prima, disposta a finanziare il praticantato di aspiranti avvocati per un anno in prestito a un tribunale, quello di Novara. Un lavoro prezioso il loro, previsto unicamente da una delibera del Csm: giovani degli studi legali, abituati a lavorare in no-stop anche 12 ore al giorno pur di chiudere una pratica. Negli uffici giudiziari fanno ricerche giurisprudenziali, preparano le bozze di provvedimenti, li archiviano a computer, curano le banche dati, e formano e gestiscono informaticamente il fascicolo e l'udienza. Nel progetto formativo un magistrato affidatario da una parte con un avvocato tutore dall'altra e destinazione a uffici giudiziari giudicanti e requirenti, civile e penale quindi, senza esclusioni di sorta. A Venezia una praticante, da sola, ha fatto 200 provvedimenti in un anno da sommarsi ai 400 del presidente del tribunale del riesame a cui era applicata, Gian Maria Pietrogrande. Nella cittadina piemontese sono arrivate appena tre domande ma è anche vero che parliamo di un parterre di cento praticanti, numeri che fanno sorridere se paragonati a bacini come quello romano e milanese. Madrina dell'iniziativa, Enza Lanteri, magistrato in applicazione extradistrettuale dal tribunale di Padova a quello di Novara, prima sezione civile. Una decisione motivata dalla gravissima carenza di organico nella città piemontese con un scopertura di organico di oltre sette magistrati sui 18 previsti in pianta organica.
«Quella di Novara è una convenzione stipulata tra il tribunale e l'ordine degli avvocati finanziata per 400 euro al mese dalla Fondazione della Banca Popolare di Novara che come tale potrà detrarre fiscalmente la somma erogata», spiega il magistrato che si prepara a intervenire a Stresa dove sabato è in programma un convegno sull'organizzazione giudiziaria con un comitato scientifico formato da magistrati che l'hanno capita e messa in pratica come una necessità ineludibile di fronte ai richiami di natura politica ed economica che ci arrivano dentro e fuori dal paese. Sua l'idea dei praticanti in servizio al tribunale che da un mese vede anche l'affiancamento di universitari in stage nelle cancellerie. «Ma a Stresa –incalza – ne lancerò un'altra: praticanti commercialisti in affiancamento ai giudici delegati alle procedure fallimentari e che curano le esecuzioni individuali: dopo la riforma del diritto fallimentare del 2006, abbiamo la necessità di chiudere fallimenti degli anni 90 ancora in piedi per la sopravvivenza di cause pendenti di recupero credito e di responsabilità contro gli amministratori_». È la prova che la singolarità di chi si è speso per migliorare il suo servizio giustizia in tribunali come Bolzano, Torino e Varese, viene riconosciuta e sta invitando a partecipare a un'asta al rialzo in soccorso della giustizia soggetti altri, la cui presenza sarebbe stata impensabile fino a qualche anno fa. Lo dice la presenza dell'Abi nel protocollo d'intesa già firmato con il ministero per il pct e quello che sembra prossimo alla firma di un'intesa a tre tra ministero, Cnf e la stessa Associazione bancaria italiana per la realizzazione di tanti «uffici del giudice» per altrettante convenzioni da stipulare a livello centrale o locale in un caso con l'accordo Abi-Cnf e nell'altro gestito dal singolo ordine degli avvocati con l'istituto di credito aderente. La prima ipotesi prevede che il bando per l'assegnazione delle borse sia finanziato direttamente dall'Abi; la seconda, invece, che ogni istituto disponibile comunichi al Consiglio dell'Ordine locale il numero di borse di studio annuali offerte e il relativo importo, con successiva pubblicazione da parte del Consiglio di un bando di concorso rivolto agli avvocati con almeno sei mesi di tirocinio alle spalle. Un modo di istituzionalizzare quello che è già partito o sta per partire a macchia d'olio nel paese se pensiamo a Venezia, Messina, Palermo, Belluno, Padova, Rovigo. E mentre è data per «imminente» la firma della convenzione di Roma con ben 200 avvocati in ballo tra Corte d'appello, tribunale e tar del Lazio, a Milano la sperimentazione con 100 praticanti all'anno in prestito a corte d'appello e tribunale è riuscita.
Ora però si teme per il futuro perché «senza la sostenibilità economica di tutto questo, lo sforzo fatto rischia di andare perso», ritiene il magistrato che chiede un provvedimento che estenda la detraibilità fiscale a tutti i soggetti giuridici erogatori di finanziamenti. Marzia Paolucci
ITALIA OGGI
Dall'1 giugno test sulle comunicazioni al procuratore
Notifica telematica
Apripista il tribunale di Milano
Il tribunale di Milano farà da apripista sull'obbligo di comunicazione e notifica telematica al procuratore costituito. Dal prossimo 1° giugno, pertanto, via libera alle comunicazioni e alle notificazioni per email per tutti i procedimenti civili pendenti. È l'effetto del passaggio favorevole al Consiglio di stato del regolamento del ministero della giustizia che reca disposizioni in materia di comunicazioni e notificazioni per via telematica nel processo civile, ai sensi dell'articolo 51 del decreto legge n. 112/2008.
Norma che, come si ricorderà, prevede l'obbligo di effettuare telematicamente tutte le comunicazioni alla parte o al procuratore costituito, mediante invio all'indirizzo elettronico che gli stessi hanno comunicato. Ma per fare ciò, occorre effettuare una verifica preliminare della funzionalità dei servizi di comunicazione dei documenti informatici degli uffici giudiziari, individuando, a tal fine, i circondari di tribunale nei quali possono applicarsi le disposizioni appena riportate.
Infatti, si legge nel parere in esame, la norma, preso atto della circostanza che il differente processo di informatizzazione degli uffici giudiziari e degli studi legali sull'intero territorio nazionale «non avrebbe consentito di imporre tale nuovo obbligo per tutti i procedimenti civili ovunque essi siano pendenti», ha demandato alla decretazione ministeriale, l'individuazione dei circondari e la determinazione della data a decorrere dalla quale, l'obbligo delle notificazioni e delle comunicazioni per via telematica nel procedimento civile, acquisterà efficacia. Fermo restando che, le notificazioni e le comunicazioni alla parte costituita e al consulente che non hanno comunicato alcun indirizzo elettronico, saranno effettuate presso la cancelleria.
Così, nel parere n. 1620/2009, Palazzo Spada ha riferito favorevolmente allo schema di regolamento proposto dal dicastero di via Arenula che individua nel circondario del Tribunale di Milano l'avvio del procedimento telematico di comunicazione a decorrere dall'1/6/2009, ovvero, come dispone il secondo articolo dello schema in osservazione, dal giorno successivo alla sua pubblicazione sulla Gazzetta Ufficiale. Perché il tribunale di Milano? Perché, come si legge nel testo del parere, il dicastero guidato da Angelino Alfano, sul punto ha acquisito notizie circa la piena disponibilità ed efficienza «dell'architettura tecnologica» necessaria nel circondario del detto tribunale e sentiti sul punto, sia l'avvocatura generale dello stato, il Consiglio nazionale forense e l'Ordine degli avvocati di Milano, tutti si sono espressi «in modo ampiamente favorevole». Antonio G. Paladino
ORGANISMO UNITARIO DELL'AVVOCATURA ITALIANA
ITALIA OGGI
Il dlgs correttivo riconosce semplificazioni. Conservazione informatica per i professionisti
L'antiriciclaggio mette le ali
Collegio sindacale e organo di sorveglianza fuori dagli obblighi
Collegio sindacale e comitato di sorveglianza sono esonerati dagli obblighi in tema di antiriciclaggio relativi a adeguata verifica, segnalazione e registrazione, mentre entrano nell'articolo dei professionisti con la conseguente applicazione degli stessi adempimenti le associazioni di categoria, rappresentanti di impresa e i Caf. Alle società quotate inoltre si applicherà la parte delle regole in forma semplificata. Mentre una lotta ai furbetti dell'assegno in forma libera è prevista con il divieto di pagare importi inferiori alla soglia dei 12.500 euro sopra la quale scatta la clausola di non trasferibilità. Sono queste alcune delle novità introdotte dal ministero dell'economia nello schema di decreto legislativo correttivo del dlgs 231/07 (antiriciclaggio) che dovrà essere esaminato dal consiglio dei ministri entro il 29 giugno (si veda ItaliaOggi di ieri)
I professionisti. Per i professionisti viene indicato il tempo entro cui devono provvedere a inserire le informazioni nel registro. Entro 30 giorni dall'accettazione dell'incarico professionale o dall'eventuale conoscenza successiva delle informazioni, tutti i dati sull'operazione e sul cliente. Una correzione riguarda la custodia dei documenti. Gli ordini professionali (dottori commercialisti, consulenti del lavoro, notai, avvocati) possono istituire dei sistemi di conservazione informatica di quelli che sono atti pubblici autenticati, copie autentiche e informazioni. Mentre le modalità di pagamento se risulta necessario ai fini dell'obbligo di adeguata verifica, dovrà essere effettuata con riferimento all'approccio basato sul rischio. Le correzioni non risparmiano neanche l'Unità di informazione finanziaria. Nel decreto si prevede infatti che l'Uif sarà incaricato di indicare con apposite istruzioni i dati, le informazioni e la descrizione delle operazioni e i motivi del sospetto che andranno a formare la segnalazione. Attualmente invece l'Uif ha il compito di aggiornare gli indici di anomalia che sono i parametri su cui i professionisti e gli intermediari formano il convincimento di trovarsi di fronte o meno a un'operazione sospetta.
Le società. Le semplificazioni riguardano un alleggerimento per i componenti degli organi di controllo «comunque denominati», mantenendo gli obblighi di vigilanza dell'articolo 52 sono però esonerati da quelle regole che riguardano le fasi dell'obbligo dell'adeguata verifica della clientela, della registrazione e in particolare della segnalazione dell'operazione sospetta. Semplificazioni anche per le società quotate per quel che riguarda la adeguata verifica della clientela.
Titoli di credito. Nel divieto di trasferimento di denaro contante superiore ai 12500 scompare il riferimento alle operazioni frazionate sostituite da un generico oggetto di trasferimento. Inoltre il trasferimento è comunque vietato anche quando è effettuato con più pagamenti inferiori alla soglia artificiosamente frazionati. Cristina Bartelli | <urn:uuid:d8b6fe69-2691-4649-99c4-06baa4718ec9> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 132,519 |
The top image shows a group of people engaged in cleaning activities along a sidewalk near a road. They are wearing green vests and appear to be picking up trash or performing some form of maintenance work. The area is lined with trees and bushes, and there is a mailbox visible on the right side.
The bottom image depicts another scene where individuals are also involved in cleaning tasks. This time, they are on a different section of the sidewalk, possibly near a park or a similar public space. The environment includes more trees and a paved path, indicating a well-maintained urban or suburban setting. | <urn:uuid:eda583c4-f998-4dd5-a8e1-8e3b9d584c61> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 610 |
Comment se préparer pour le jour J ?
Dans trois mois, samedi 29 juin, auront lieu les 13 km thiernois et le Tout Thiers Court (5 km). Que ce soit un premier de toujours ou un défi pourtant acquis, Franck Marret donne les clés de la réussite, à quiconque voudrait se lancer dès maintenant dans leur préparation.
Deux fois par semaine, Franck Marret encadre un groupe de coureurs de la Fraternité de Château-Gaillard. Pour celui qui est habituellement au micro, réussir les 13 km thiernois n'a rien d'impossible, dans trois mois, à condition de déjà faire un peu de sport, régulièrement. Pour tous les autres, il faudra se rabattre sur les 5 km. Il livre son programme de préparation. Allez, ou y croit !
Alternner la course et la marche pour les 5 km
« Pour moi, celui qui ne fait jamais de sport avant court jamaïs, vaut mieux qu'il s'élanse sur les 5 km, précise d'emblée Franck. Le laps de temps est, je pense, trop court, pour s'attaquer aux 13, à partir de maintenant. La difficulté du parcours, le manque d'entraînement en amont... Même en marchant, on peut rencontrer des difficultés, sans réel plaisir au bout, et avec au contraire, de la souffrance. » Donc, pour celui qui veut s'attaquer aux 5 km, comment faire ? « Là c'est simple, le parcours est facile, avec une seule difficulté : c'est le côté de la descente ou du plat. Dans un premier temps, il faut faire un peu de course et beaucoup de marche. L'objectif n'est pas de se mettre à faire 3 km d'entrée. Au contraire, il faut courir, une longueur marchée en récupération, une dizaine de fois au début. Plus les semaines vont passer, plus il faut réduire la zone de marche et donc augmenter la zone de course, pour arriver à trouver une habitude. Si on fait deux fois par semaine c'est bien, d'ici la course. Et il ne faut surtout pas chercher à faire 5 km tout de suite, même si ça peut être rassurant. »
Des exercices spécifiques sur les six dernières semaines de préparation
Pour ceux qui s'entraînent assez régulièrement ou qui font un autre sport, il est juste possible de faire le parcours une ou deux fois avant, jusqu'à une semaine avant le jour J, « pour avoir en tête les éléments, les difficultés, et se familiariser avec le terrain. » C'est ce qu'explique Franck Marret. Ces sportsifs hebdomadaires peuvent par contre, être intégrés dans la préparation des 13 km.
Un 13 km qui appartient à un défi local, avec seulement des gens du lieu. « On s'en croit capable, mais il y a une vraie difficulté, c'est une performance pour le sportif lambda. »
Franck Marret détaille alors les séances pour faire les 13 km. « Il faut que la musculature progresse, être capable pour ceux qui ont les bases, de faire quelques footings de plus en plus longs, pour se rapprocher de la distance, sans s'arrêter. Dans un premier temps, les quatre premières semaines, il faut faire le parcours au début, sans se mettre à plat, et au bout de sept semaines de préparation, pour voir l'évolution et regarder les difficultés. »
ALEXANDRE CHAZEAU
La récupération, facteur essentiel
« C'est un des facteurs les plus importants, dit Franck Marret. Il faut veiller à ne pas cumuler les kilomètres et les séances non plus. Il faut que vous puissiez faire plus loin, donc il est important d'être très discipliné sur la côté progressivité. Dans la dernière semaine, il ne faut pas rester sans rien faire, mais il faut y aller tranquillement. On peut faire sa petite sortie d'une heure le dimanche. Puis un petit rappel de fractionné le mardi autour de la piste, et la veille du départ, on peut faire un peu de course. » Enfin, il faut faire aussi attention quelques jours avant la course à ne pas faire d'excès, procrire l'alcool, et privilégier viande blanche, féculents et fruits. »
ALEXANDRE CHAZEAU
LE SPORT EN BREF
FOOTBALL
US Pertuis. Dimanche 31 mars, déplacement chez le leader Job à 13 heures.
ESCOULTOU. Dimanche 24 mars, les seniors 1 ont perdu 5-2 contre Aubière, tandis que l'équipe 2 a gagné 4 à 2 contre Puyluigoume. Dimanche 31 mars, l'équipe 1 face à Lozanne, 18 heures et l'équipe 2 face Pont-d'Ore à 13 heures.
MARINGUES. Dimanche 24 mars, Maringues et Saint-Denis/Saint-Michel ont partagé match nul 0-0. Dimanche 31 mars, les Maringois se déplacent à Varennes-sur-Arlier.
RUGBY
THIERS. Samedi 23 mars, les Filles de la Dore se sont qualifiées pour la finale U18 ligue Auro, ce sera le seule équipe ovagnarde. La finale aura lieu dimanche 7 avril.
BASKET-BALL
THIERS. Les seniors 1 ont battu Châtelguyon samedi 23 mars, le score était 82 à 52, ils accueilleront dimanche 31 mars à 16 heures, le Stade Clermontois. L'équipe 2 a battu Saint-Jacques et reçoit dimanche 31 mars à 14 heures, Chamalières.
CELLES-SUR-DUROLLE. Les garçons ont battu Aubière 33 à 20 et les filles ont battu Montbrison 26 à 20. Samedi 30 mars, les garçons reçoivent Langogne à 21 heures, et les filles jouent à Feurs à 20 h 30.
JUDO
MARBES. Angéline Blasco est devenue championne du Rhône-Dôme benjamine des moins de 63 kg. Elle se qualifie pour la coupe interdépartementale qui aura lieu samedi 27 avril.
TIR À L'ARC
LA MONNERIE-MONTEL. Les archers du Viscontari Arc Club organisent un Critérium intérieur, à la salle des sports de La Monnerie, dimanche 31 mars, à partir de 8 heures. Une centaine d'archers est attendue.
CHABRELOLLE. Les cadets et seniors ont participé à la finale régionale des débuts, à Issione. Cette épreuve est composée des tirs aux tireurs de moins de deux années de licenciés. Doyen Meunier termine 2e régional en pistolet, et il se classe 3e par équipe en pistolet avec Stéphane Pouzet.
FOOTBALL THIERS
Un coup d'éclat qui permet aux SAT de rêver
Samedi 23 mars, les SAT Football recevaient Ain Sud, prétextant un titre en Nationale 2. Et les Thiernois ont réussi à glaner leur seconde victoire de la saison, qui pourrait compter dans l'opération maintien.
Les hommes de Thierry Combeau ont maîtrisé leur rencontre de bout en bout, se payant le luxe de mener 3-0 (buts de Debal sur penalty, Saint-André et Benzogli). Ain Sud ne réduira le score qu'à la 89e minute (3-1).
Prochaine rencontre samedi 6 avril du côté de Chamalières, une équipe qui est depuis le début de saison sur le podium. Mais avec ce regain de forme, les SAT Football pourraient se rapprocher d'un futur tomber un gros. Et tout serait alors permis, dans la lutte qui les oppose à Moulins et Yrac. | <urn:uuid:643a259c-fdf3-4b83-9822-a8798b5a7091> | HuggingFaceFW/finepdfs/tree/main/data/fra_Latn/train | finepdfs | fra_Latn | 6,359 |
REQUEST FOR RECORDS DISPOSITION AUTHORITY
(See Instructions on reverse)
TO: NATIONAL ARCHIVES and RECORDS ADMINISTRATION (NIR)
WASHINGTON, DC 20408
1. FROM (Agency or establishment)
Department of Health and Human Services
2. MAJOR SUBDIVISION
Food and Drug Administration
3. MINOR SUBDIVISION
Center for Devices and Radiological Health
4. NAME OF PERSON WITH WHOM TO CONFER
Marilyn Flack
5. TELEPHONE
(301) 5594-3661
6. AGENCY CERTIFICATION
I hereby certify that I am authorized to act for this agency in matters pertaining to the disposition of its records and that the records proposed for disposal on the attached 3 page(s) are not now needed for the business of this agency or will not be needed after the retention periods specified; and that written concurrence from the General Accounting Office, under the provisions of Title 8 of the GAO Manual for Guidance of Federal Agencies,
[X] is not required; [ ] is attached; or [ ] has been requested.
DATE: NOV 1 2001
SIGNATURE OF AGENCY REPRESENTATIVE: A. P. Barnes
TITLE: HHS Records Officer
7. ITEM NO.: 1
8. DESCRIPTION OF ITEM AND PROPOSED DISPOSITION
Medical Product Surveillance Network (MedSun)
Pilot Project Files
SEE ATTACHED SCHEDULE.
Elena Broder-Feldman, FDA Office of Chief Counsel
Seung Ja Kim, FDA Records Officer
LEAVE BLANK (NARA use only)
JOB NUMBER: NI-088-02-7
DATE RECEIVED: 11/26/01
NOTIFICATION TO AGENCY
In accordance with the provisions of 44 U.S.C. 3303a the disposition request, including amendments, is approved except for items that may be marked "disposition not approved" or "withdrawn" in column 10.
DATE: 9-24-02
ARCHIVIST OF THE UNITED STATES: John W. Carll
STANDARD FORM 115 (REV. 3-91)
Prescribed by NARA
36 CFR 1228
NSN 7540-00-634-4064
PREVIOUS EDITION NOT USABLE
Medical Product Surveillance Network (MedSun) Pilot Project
The Medical Product Surveillance Network (MedSun) is a pilot project operated by the Center for Devices and Radiological Health, Food and Drug Administration. MedSun collects mandatory reports of medical device related deaths and serious injuries, as well as voluntary reports of device-related minor injuries and malfunctions that are reported to the FDA by device user facilities participating in the pilot.
In the case of mandatory reports, all information contained in the source documents is incorporated into the MedSun database. In the case of voluntary reports, information contained in the source documents that could identify the facility or the facility reporter, are excluded from the database upon request from the user facility.
1. MedSun Pilot Project Files
A. Includes general correspondence and routine administrative files.
Disposition: **TEMPORARY**. Cut off annually. Destroy 1 year after cut off.
B. Includes records such as pilot final planning documents, budget files, project/contract management files, and monthly and annual reports.
(1.) Official record keeping copy kept in Contract Management Office.
Disposition: **TEMPORARY**. Destroy 6 years and 3 months after end of contract. (GRS 3, item 3.)
(2.) All other copies.
Disposition: **TEMPORARY**. Destroy at end of contract, or when no longer needed for reference purposes, whichever is sooner.
2. Input Source Records
A. Mandatory reports of a death or serious injury.
Reports submitted on paper by facsimile or mail, transcribed to paper after submission by telephone, or entered directly into MedSun database via Internet.
Disposition: **TEMPORARY**. Destroy paper source documents after all data elements are entered into MedSun database and successful entry is verified through quality control.
B. Voluntary report of a minor injury or "close-call" event.
(1.) Reports submitted on paper by facsimile or mail, transcribed to paper after submission by telephone, or entered directly into MedSun
database via Internet, in which the facility does not request that its facility identifiers be excluded.
Disposition: TEMPORARY. Destroy paper source documents after all data elements are entered into MedSun database and successful entry and verification are completed through quality control.
(2.) Reports submitted on paper by facsimile or mail, transcribed to paper by submission by telephone, or entered directly into MedSun database via Internet, in which the facility requests that its facility identifiers be excluded.
Disposition: TEMPORARY. Destroy paper source documents after all data elements (except for facility and reporter identifying information) are entered into MedSun database and successful entry and verification are completed through quality control.
3. Data Files
Includes data for each reported adverse event from Input Records (as described above) and any additional information, notations, or analysis that are directly entered into the database by FDA personnel and contractors.
A. Disposition: TEMPORARY. Cut off annually. Delete 30 years after date of cut off.
B. Facility identifiers from a voluntary report where data is submitted directly into the MedSun database via the Internet, for which the facility requests that its facility identifiers be excluded.
Disposition: TEMPORARY. Delete facility and reporter identifying information from the MedSun database upon successful generation of report that is used for verification of information.
4. Output Records
A. Printed reports generated in response to ad hoc queries by FDA personnel, comprising information extracted from the MedSun database by one or more data fields.
Disposition: TEMPORARY. Destroy or delete when FDA determines that they are no longer needed for administrative, legal, audit, or other operational purposes. Or, place in other appropriate records series file and apply authorized disposition for that record item.
B. Voluntary report generated from Internet interface, where facility requests that its facility and report identifiers be excluded.
Disposition: **TEMPORARY**. Destroy immediately upon successful verification of the report.
5. System Documentation
A. Systems specification, file specifications, record layouts, user guides, input/output specifications, and records relating to system operation.
Disposition: **TEMPORARY**. Destroy or delete when superseded or obsolete, or upon authorized deletion of the MedSun database, whichever is sooner.
B. Copies of records relating to system security, including records documenting periodic audits or review, and recertification of sensitive applications, disaster and continuity plans, and risk analyses.
Disposition: **TEMPORARY**. Destroy or delete when superseded or obsolete.
6. Backups of Files
Electronic copies considered by FDA to be Federal records, of the MedSun database and retained in case the MedSun database is damaged or inadvertently erased.
Disposition: **TEMPORARY**. Delete when the identical records have been deleted, as authorized by this schedule, or when replaced by a subsequent backup file.
7. E-mail and Word Processing System Copies
Electronic copies of records that are created on electronic mail and word processing systems and used solely to generate a record-keeping copy of the records covered by the other items in this schedule. Also includes electronic copies of records created on electronic mail and word processing systems that are maintained for updating, revision, or dissemination.
A. Copies that have no further administrative value after the record-keeping copy is made. Includes copies maintained by individuals in personal files, personal electronic mail directories, or other personal directories that are used only to produce the record-keeping copy.
Disposition: **TEMPORARY**. Destroy/delete within 180 days after the record keeping copy has been produced.
B. Copies used for dissemination, revision, or updating that are maintained in addition to the record-keeping copy.
Disposition: **TEMPORARY**. Destroy/delete when dissemination, revision, or updating is completed. | <urn:uuid:6b45ed6d-bc13-48a3-80f9-1d175e6602a9> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 8,031 |
Abby Kelley Foster Charter Public School
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2017-2018 School Calendar
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School Closed
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Early Dismissal Day
2017-2018
August 22 - Teacher/Staff Reporting Day
August 23 - First Half Day of School: Grades 4,5,8,9 only
August 24 - First Day of School: Grades 1 - 12
September 1 - No School
September 4 - Labor Day Holiday
September 6 - First Day of School: Kindergarten
September 20 - Staff Development-Early Dismissal
October 6 - Early Dismissal
October 9 - Columbus Day Holiday
November 10 - Veterans' Day Holiday (observed)
November 20-21 - Parent Conferences-Early Dismissal
November 22-24 - Thanksgiving Holiday
December 22 - No School
December 25-January 1 - Holiday Vacation
Early Dismissal K-3 or K-7 only
2017-2018
January 15 - Martin Luther King, Jr. Holiday
January 17 - Staff Development-Early Dismissal
February 19-23 - Winter Vacation
March 14 - Early Dismissal Changed to Full Day
March 15 - ES Parent Conferences-Early Dismissal K-3 ONLY
March 21 - Added Early Dismissal ES&MS ONLY
March 30 - Non-School Day - Changed to Early Dismissal
April 16-20 - Spring Vacation
May 16 - Staff Development-Early Dismissal
May 25 - Early Dismissal
May 28 - Memorial Day Holiday
June 8 - Early Dismissal
June 14-15 - Changed to Full Days
June 18 - Last Day of School - Early Dismissal
Created using a free template from Vertex42.com http://www.vertex42.com/calendars/school-calendar.html | <urn:uuid:70469d45-0794-45bd-85df-d08f3ea5ebf0> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 4,307 |
PROFILO RICHIESTO: MILANO – SERVIZIO CIVILE AREA RACCOLTA FONDI INDIVIDUI
Durata contratto: 12 mesi
Sede: Milano, via F. De Lemene 50
Data di richiesta: gennaio 2020
JOB DESCRIPTION
Job Title: Assistente Raccolta fondi Individui
Luogo di Lavoro: Milano – Ufficio Raccolta fondi Individui - Sede centrale COOPI
Supervisore diretto: responsabile Raccolta fondi Individui
DESCRIZIONE E REQUISITI
Hai capacità di relazione interpersonale e pensi che la raccolta fondi sia un'attività positiva e importante per il Terzo Settore? Vuoi scoprire le tecniche di gestione e fidelizzazione dei donatori in un'organizzazione no profit?
Con COOPI potrai metterti in gioco per far crescere la raccolta fondi, fornendo supporto nella gestione dei rapporti con i donatori e nelle attività di direct marketing.
Descrizione delle attività
- Gestione delle donazioni utilizzando il Data Base;
- Relazione telefonica e via email con donatori e prospect
- Preparazione delle comunicazioni ai sostenitori a distanza
- Attività di ricerca spazi sui media
- Gestione richieste da e-commerce
- Eventuali altre attività a supporto dell'Ufficio
Competenze richieste:
- Laurea in discipline umanistiche, comunicazione
- Interesse o conoscenza del fundraising
- Ottime capacità di relazione interpersonale
- Rispetto dei tempi e costanza
- Autonomia operativa
- Conoscenza del pacchetto office
- Interesse per il non profit, in particolare per la cooperazione internazionale
- Gradita conoscenza delle lingue inglese/francese
Opportunità offerte
La persona selezionata avrà l'opportunità di conoscere i diversi strumenti di raccolta fondi. In particolare, approfondirà le tecniche del Direct Mail (dalla preparazione e creazione degli appelli alle analisi dei risultati), della relazione con il donatore (aggiornamenti, upgrade, solleciti) e la gestione del donatore regolare (sostegno a distanza e donatori ricorrenti). Inoltre, essendo inserito
TEL. +39 02 3085057 r.a. - FAX: +39 02 33403570 - email@example.com - C.F. e P.IVA 80118750159
WWW.COOPI.ORG
in uno staff articolato, avrà modo di seguire lo sviluppo del piano di Comunicazione e Fundraising annuale di COOPI.
Inquadramento
La risorsa sarà inquadrata come volontario del Servizio Civile Nazionale.
Il contratto avrà inizio nel mese di gennaio 2020 con durata di 12 mesi e prevede un rimborso spese pari a 439,50€ mensili.
Candidature: Per ottenere maggiori informazioni e candidarsi, consultare il sito:
https://www.mosaico.org/index.php?option=com_content&view=article&id=1661:scegli-il-tuo-servizio- civile&catid=84:notizie-in-evidenza&Itemid=218
Le candidature dovranno pervenire entro e non oltre le ore 14.00 del 10 ottobre 2019
ATTENZIONE: perché la candidatura sia considerata valida, sarà necessario seguire i passaggi previsti dal bando del Servizio Civile Nazionale, consultabili sul sito di Associazione Mosaico. E' inoltre possibile inviare la propria candidatura per conoscenza a COOPI: Invia CV e Lettera motivazionale.
WWW.COOPI.ORG | <urn:uuid:1ab05d42-d78e-406a-8dcf-4ffa6dbf3a47> | HuggingFaceFW/finepdfs/tree/main/data/ita_Latn/train | finepdfs | ita_Latn | 3,010 |
**VANOVÁ KORBA JEDNOSTRANNÁ**
| ZÁKLADNÍ VNEJŠÍ ROZMĚRY | ZÁKLADNÍ VNEJŠÍ ROZMĚRY |
|-------------------------|-------------------------|
| DELKA [mm] | 5435 | DELKA [mm] | 6810 |
| ŠÍRKA [mm] | 2520 | ŠÍRKA [mm] | 2550 |
| VÝŠKA [mm] ZÁKLADNÍ S NÁSTAVKY | 1456 + 1956 | VÝŠKA [mm] ZÁKLADNÍ S NÁSTAVKY | 2615 + 3290 |
| ROZMĚRY A PARAMETRY LOŽNÉ PLOCHY NÁSTAVBY | | VÝŠKA LOŽNÉ PLOCHY OD ZEMĚ [mm] | 1335 |
| DELKA [mm] | 4930 |
| ŠÍRKA [mm] | 2100/2200 |
| ZÁKLADNÍ VÝŠKA BOČNÍ [mm] | 1280 |
| VÝŠKA NÁSTAVKŮ [mm] | 500 |
| OBJEM NÁSTAVBY [m³] ZÁKLADNÍ S NÁSTAVKY | 13,5 + 18,5 |
| TLUČITKA PLECHU PODLAHY BOČNÍ [mm] | 4/3 |
| Hmotnosti | |
| PROVOZNÍ (BEZ / S NÁSTAVKY) [kg] | 1800/7985 |
| KRESLIL: ING. HALAMA | |
| KONTROLOVAL: ING. PIKULA | |
| DATUM: 11.08.2017 | |
| DRUH STROJE: VANOVÁ KORBA JEDNOSTRANNÁ | |
| **NS 13** | |
| **MEGA 13** | |
(*) HODNOTA PRO PNEUMATIKY 500/55-17
(**) HODNOTA V ZÁVISLOSTI NA VÝBAVĚ A PNEUMATIKÁCH
**NOSÍC S NÁSTAVBOU**
| UHLEL SKLÁPĚNÍ DOZADU/ DO BOKU (*) | 50/- |
| VÝŠKA PŘI SKLÁPĚNÍ [mm]: | |
| DOZADU IBEZ / S NÁSTAVKY (*) | 5630/5970 |
| DO BOKU IBEZ / S NÁSTAVKY (*) | -/- |
| Hmotnosti | |
| PROVOZNÍ IBEZ S NÁSTAVKY [kg] (***) | 4350/4535 |
| ÚŽITÉNÁ (BEZ / S NÁSTAVKY) [kg] (***) | 9650/9465 |
| NEJVÝŠÍ POVOLENÁ/ TECHN. PŘÍPOSTNÁ [kg] | 14000/14000 |
| MAX. ZATÍŽENÍ SPOJUVACÍHO ZÁŘIZENÍ [kg] | 2000 |
| TYPOVÉ OZNAČENÍ | |
| OBCHODNÍ OZNAČENÍ | |
**ZDT** | <urn:uuid:a2306de9-c270-4ddb-a0c1-5b7c1f710534> | HuggingFaceFW/finepdfs/tree/main/data/slk_Latn/train | finepdfs | slk_Latn | 1,544 |
Kákics Helyi Választási Bizottság
25/2024. (V.6.) sz. HVB határozata
polgármesterjelöltek, önkormányzati és nemzetiségi önkormányzati képviselőjelöltek sorrendjének sorsolásáról
A Kákics Helyi Választási Bizottság a választási eljárásról szóló 2013. évi XXXVI. törvény (a továbbiakban: Ve.) 160. §-ában biztosított jogkörében eljárva meghozta a következő határozatot:
A Kákics Helyi Választási Bizottság az Európai Parlament tagjai, a helyi önkormányzati képviselők és polgármesterek, valamint nemzetiségi képviselők közös eljárásban történő lebonyolítására 2024. június 9. napjára kitűzött általános választásával összefüggésben a polgármesterjelöltek, önkormányzati képviselőjelöltek és nemzetiségi önkormányzati képviselőjelöltek szavazólapon szereplő sorrendjét kisorsolta és azt a határozat mellékletében foglaltak szerint határozta meg.
A határozat ellen a Ve. 239. §-a önálló jogorvoslatnak nincs helye. A sorsolás törvényesség elleni jogorvoslat a szavazólap adattartalmának jóváhagyása elleni bírósági felülvizsgálati kérelemben foglalható.
INDOKOLÁS
A Ve. 2. § (1) bekezdés c) pontja a választási eljárás alapelvei között nevesíti az esélyegyenlőséget a jelöltek és jelöltő szervezetek között. Ezen alapelvek biztosítását szolgálva és a Ve. 160. §-a alapján a jelöltek, illetve listák a szavazólapon kisorsolt sorrendben szerepelnek.
A Ve. 162. § (1) bekezdése alapján a Kákics Helyi Választási Bizottság a bejelentett jelöltek – annak a jelöltnek a kivételével, akinek nyilvántartásba vételét jogerősen elutasította – sorrendjének sorsolását a jelöltek bejelentésére rendelkezésre álló határnapon (2024. május 6.) 16.00 óra után elvégezte.
A sorsolást követően a Kákics Helyi Választási Bizottság a jelöltek sorrendjét a határozat mellékletében foglaltak szerint határozta meg.
A határozat a Ve. 2. § (1) bekezdés c) pontján, a Ve. 160. §-án, a Ve. 162. §-án, a jogorvoslatról szóló tájékoztatás a Ve. 239. §-án alapul.
Kákics, 2024. május 6.
Berta Józsefné
HVB elnök
Kapják:
1. Nyilvánosság www.sellye.hu
2. Nyilvánosság hirdetőtáblák
3. Irattár
1.1 A helyi önkormányzati képviselők és polgármesterek 2024. június 9. napiára kitűzött választásán Kákics településen bejelentett polgármesterjelöltek sorsolásának sorrendje
| Sorszám | Jelölt neve | Jelölőszervezet |
|---------|---------------------------|-----------------|
| 1 | Szekeresné Spang Lívia | független |
1.2 A helyi önkormányzati képviselők és polgármesterek 2024. június 9. napiára kitűzött választásán Kákics településen bejelentett egyéni listás képviselőjelöltek sorsolásának sorrendje
| Sorszám | Jelölt neve | Jelölőszervezet |
|---------|---------------------------|-----------------|
| 7 | Papp László | független |
| 3 | Greguricz Pálné | független |
| 6 | Greguricz Dániel Pál | független |
| 9 | Margit Sándor | független |
| 5 | Till Anett | független |
| 8 | Horváthné Kuszinger Ildikó| független |
| 2 | László Gyula | független |
| 4 | Bódis Lívia Dóra | független |
| 1 | Brunner Norbertné | független |
| 10 | Szabó Kálmán | független |
| 12 | Bódis János | független |
| 11 | Jádi Mária | független |
| 13 | Géra Jánosné | független |
### 1.3 A nemzetiségi önkormányzati képviselők 2024. június 9. napjára kitűzött választásán Kákics településen bejelentett képviselőjelöltek sorsolásának sorrendje nemzetiségenként
#### Roma nemzetiség
| Sorszám | Jelölt neve | Jelölőszervezet |
|---------|---------------------------|------------------------------------------------------|
| 7 | Brunner Lionel | Cigány Közösségek Szövetsége |
| 4 | Jádi Mária | Cigány Közösségek Szövetsége |
| 10 | Brunner Norbertné | Cigány Közösségek Szövetsége |
| 5 | Horváth László | A Magyarországi Cigányközösség Fóruma |
| 6 | Horváth Éva Mariann | A Magyarországi Cigányközösség Fóruma |
| 2 | Horváthné Kuszinger Ildikó| A Magyarországi Cigányközösség Fóruma |
| 8 | Horváthné Berki Manuélá | A Magyarországi Cigányközösség Fóruma |
| 1 | Kotnyek Andrea | Cigány Közösségek Szövetsége |
| 9 | Kolompár Dániel János | Cigány Közösségek Szövetsége |
| 3 | Kiss Gábor | Cigány Közösségek Szövetsége | | <urn:uuid:d4cda5af-b18e-4e34-a10c-dac34de242b7> | HuggingFaceFW/finepdfs/tree/main/data/hun_Latn/train | finepdfs | hun_Latn | 4,824 |
DESEMPENHO DO COMÉRCIO EXTERIOR BAIANO – MAIO/2023
Governo do Estado da Bahia
Jerônimo Rodrigues
Secretaria do Planejamento
Cláudio Ramos Peixoto
Superintendência de Estudos
José Acácio Ferreira
Econômicos e Sociais da Bahia
Diretoria de Indicadores e Estatísticas
Armando Affonso de Castro Neto
Coordenação de
Arthur Souza Cruz
Acompanhamento Conjuntural
Elaboração Técnica
Arthur Souza Cruz Junior Henrique Rocha Reis (estagiário)
Coordenação de Disseminação
Marília Reis de Informações
Editoria-Geral
Elisabete Cristina Teixeira Barretto Guanais
Coordenação de Produção Editorial
Ludmila Nagamatsu
Editoria de Arte Projeto Gráfico
Revisão Ortográfica
Laura Dantas
Editoração
Autor Visual Design Gráfico Perivaldo Barreto
Av. Luiz Viana Filho, 4ª Avenida, 435, CAB
*
Tel.: (71) 3115 4733
Salvador (BA)
Cep: 41.745-002
*
www.sei.ba.gov.br firstname.lastname@example.org
DESEMPENHO DO COMÉRCIO EXTERIOR BAIANO – MAIO/2023 Sumário
Desempenho do Comércio Exterior Baiano – Maio/2023, 3
Importações, 8
Apêndice A – Maio 2023
Tabela I - Balança comercial - Brasil
Tabela II - Balança comercial - Bahia
Tabela III - Balança - Brasil X Bahia
Tabela IV - Participação do comércio exterior da Bahia no comércio brasileiro
Tabela V - Exportações brasileiras - Regiões
Tabela VI - Exportações brasileiras - Principais estados
Tabela VII - Exportações brasileiras - Nordeste por estados
Tabela VIII - Exportações baianas - Principais municípios
Tabela IX - Exportações baianas - Fator agregado
Tabela X - Exportações baianas - Principais segmentos
Tabela XI - Exportações baianas - Principais segmentos por produtos
Tabela XII - Exportações baianas - Principais produtos
Tabela XIII - Exportações baianas - Principais países e blocos econômicos
Tabela XIV - Importações brasileiras por regiões
Tabela XV - Importações brasileiras - Principais estados
Tabela XVI - Importações nordestinas por Estado
Tabela XVII - Importações baianas - Principais municípios
Tabela XVIII - Importações baianas - Categorias de uso
Tabela XIX - Importações baianas - Principais produtos
Tabela XX - Importações baianas - Principais países e blocos econômicos
Apêndice B – Informativo acumulado de Janeiro a Novembro de 2023
Tabela I - Balança comercial - Brasil
Tabela II - Balança comercial - Bahia
Tabela III - Exportações brasileiras - Regiões
Tabela IV - Exportações brasileiras - Principais estados
Tabela V - Exportações brasileiras - Nordeste por estados
Tabela VI - Exportações baianas - Principais municípios
Tabela VII - Exportações baianas - Fator agregado
Tabela VIII - Exportações baianas - Principais segmentos
Tabela IX - Exportações baianas - Principais segmentos por produtos
Tabela X - Exportações baianas - Principais produtos
Tabela XI - Exportações baianas - Principais países e blocos econômicos
Tabela XII - Importações brasileiras por regiões
Tabela XIII- Importações brasileiras - Principais estados
Tabela XIV- Importações nordestinas por estado
Tabela XV - Importações baianas - Principais municípios
Tabela XVI - Importações baianas - Categorias de uso
Tabela XVII - Importações baianas - Principais produtos
Tabela XVIII - Importações baianas - Principais países e blocos econômicos
DESEMPENHO DO COMÉRCIO EXTERIOR BAIANO – MAIO/2023 Desempenho do Comércio Exterior Baiano – Maio/2023
A fraca demanda global e a continuidade de políticas monetárias contracionistas, principalmente nos Estados Unidos e na Europa, resultaram em uma redução da demanda externa, evidenciada por uma queda de 20% no volume de produtos baianos embarcados ao exterior em maio de 2023 no comparativo interanual. Além disso, a queda de preços em 15,7% na média, que vem ocorrendo de forma generalizada dentre os principais segmentos da pauta, resultou, pelo terceiro mês consecutivo, em recuo nas receitas de exportação da Bahia em 32,5% (US$ 843,3 milhões) no mês passado , em igual comparativo. As informações foram analisadas pela Superintendência de Estudos Econômicos e Sociais da Bahia (SEI), autarquia vinculada à Secretaria de Planejamento (Seplan), a partir da base de dados da Secretaria de Comércio Exterior, do Ministério do Desenvolvimento, Indústria, Comércio e Serviços (MDIC).
As exportações do segmento, petroquímico, como a de derivados de petróleo, caíram 14,4% e 60,6% respectivamente em maio, no comparativo interanual, sentindo a forte pressão do ambiente internacional, no que se refere à alta da inflação e aos impactos da guerra na Ucrânia na dinâmica de preços dos energéticos. A queda nos preços do refino chegou a 35,2% em maio de 2023 ante o mesmo mês de 2022. Além disso, no setor petroquímico, novas plantas de polipropileno (PP) e polietileno (PE) entraram em operação na China e nos Estados Unidos, levando ao desbalanceamento entre oferta e demanda e à forte queda nos preços médios do setor (35,7%). A previsão é que esse desequilíbrio deve se sustentar até o fim do ano.
No acumulado dos cinco primeiros meses do ano, as exportações baianas acusaram retração de 22,7% (US$ 4,2 bilhões), o que também deve ser creditado à alta base de comparação, já que, no mesmo período de 2022, a economia mundial passava pela retomada do consumo pós-pandemia. Além disso, os reflexos da guerra na Ucrânia fez que com que houvesse, em igual período do ano passado, alta generalizada de preços em diversos produtos, sobretudo petróleo e grãos, principais segmentos da pauta de exportação do estado.
As exportações agropecuárias caíram 30% em maio de 2023, em relação ao mesmo mês do ano anterior. O segmento soja e seus derivados, que liderou a pauta no mês, teve redução de 22% no volume embarcado e de 32% nas receitas, em função da queda de 12,8%, em média, nos seus preços. Em maio, os preços de todos os produtos agropecuários desabaram, por fatores externos ou internos. No mesmo período, os contratos futuros da soja recuaram 8,7%, para US$ 13,3260 por bushel, na bolsa de Chicago. O clima nos EUA também influenciou o preço da oleaginosa. Além disso, os bons números da colheita de soja no Brasil contribuíram para a baixa.
No caso da indústria extrativa, também houve baixa de 12,3%, enquanto a indústria de transformação registrou o maior recuo no mês: 36,6%, tanto pela queda nos preços, principalmente do petróleo e do gás, cuja produção vem encolhendo no setor químico/petroquímico.
Por sua vez, as importações baianas voltaram a recuar em maio na comparação interanual, em 45,3% (US$ 686 milhões), diante da redução dos preços (21,5%) e da queda no volume de compras em 30,4%.
No acumulado do ano, as importações registraram recuo de 17%, alcançando US$ 4,1 bilhões. Um fator que contribuiu para a retração foi a queda nas compras de bens intermediários em 23,7%, causada pelo recuo, no Brasil, dos preços de adubos e fertilizantes, o que levou à redução de 23,1% nas importações do setor no ano – 65,7% só em maio – e nas de trigo (-43,5%). O mesmo vale para o setor de combustíveis, que registrou redução nos gastos em 3,2% no comparativo anual. Outro fator que pressionou para baixo as compras externas, no comparativo interanual, foi a menor atividade econômica tanto no estado como no país.
Tabela 1 Balança comercial – Bahia – Jan./Maio – 2022/2023 (Valores em US$ 1000 FOB)
Fonte: MDIC/Secex, dados coletados em 07/06/2023,
http://comexstat.mdic.gov.br.
Elaboração: SEI.
Obs.: importações efetivas, dados preliminares.
O Banco Mundial elevou sua perspectiva de crescimento para a economia global de 2023, citando uma surpreendente resiliência dos EUA, da China e de outras grandes economias. Porém, indicou que as taxas
3
de juros mais altas e o aperto de crédito terão um peso maior nos resultados em 2024.
Segundo o novo relatório Perspectivas Econômicas Globais do banco, o Produto Interno Bruto (PIB) real mundial deve subir 2,1% em 2023. Isso representa um aumento em relação à previsão de 1,7% divulgada em janeiro, mas está bem abaixo da taxa de crescimento de 2022, que foi de 3,1%.
O banco cortou sua previsão de crescimento mundial para 2024, de 2,7%, divulgada em janeiro, para 2,4%, e citou como justificativa uma defasagem dos efeitos do aperto monetário dos bancos centrais e condições de crédito mais restritivas que reduzem o investimento empresarial e residencial.
Esses fatores desacelerarão ainda mais o crescimento no segundo semestre de 2023 e durante 2024. O banco também divulgou uma nova previsão de crescimento mundial para 2025, de 3%.
Com esse cenário, até o final de 2024, um terço do mundo em desenvolvimento ainda não terá superado os níveis de renda per capita de 2019. São mais cinco anos perdidos para quase um terço dos países do mundo.
Em janeiro, o Banco Mundial alertou para o risco de uma recessão global, mas, desde então, o vigor do mercado de trabalho e o consumo nos EUA superaram as expectativas. O mesmo ocorreu com a recuperação da economia chinesa, após abandonar os lockdowns da política "covid-zero.
Ainda assim, a previsão de crescimento da economia americana para 2023 é de 1,1%, mais do que o dobro da projeção de 0,5% divulgada em janeiro, enquanto a expectativa para a China é de que cresça 5,6%, em comparação com a previsão de 4,3% em janeiro, isso depois do crescimento reduzido de 3% em 2022 por conta da pandemia.
Com as novas previsões, 2023 ficará marcado como um dos anos de crescimento mais lento das economias avançadas em 50 anos. Dois terços das economias em desenvolvimento terão crescimento menor do que em 2022, o que significará um grande revés para a recuperação pós-pandemia de covid-19 e para a redução da pobreza, ante a elevação do endividamento dessas economias.
Os dados do primeiro trimestre confirmaram que a atividade econômica global está mais resiliente em 2023, com o consumo impulsionando o crescimento, o que faz postergar a desaceleração esperada pelas instituições multilaterais. Mesmo assim, a projeção contempla desaceleração em relação a 2022, com as economias desenvolvidas crescendo menos e a China compensando parte desse movimento.
Fonte: MDIC/Secex, dados coletados em 08/12/2022.
Elaboração: SEI
4
Os preços médios dos produtos embarcados pelo estado permanecem com sua tendência de queda, depois da interrupção atípica em março. Em maio, eles caíram 10,7% ante abril, permanecendo em retração quando comparados ao mesmo mês do ano anterior em 19,3%.
Permanece perspectiva de cenário desafiador para 2023, com a acomodação de preços dos principais produtos da pauta baiana de exportação e o comércio global em desaceleração. A queda de preços no comparativo no acumulado até maio no comparativo anual chega a 15,5%.
No Brasil, as cotações menores devem ser compensadas pelo aumento da colheita, com crescimento do volume embarcado. O índice Cepea/USP indica que a saca de soja foi vendida em maio a R$ 139,85 contra R$ 193,38 no igual mês de 2022. Os embarques devem totalizar 94 milhões de toneladas (t), acima dos 78,73 milhões de t em 2022. O milho caiu 12,3% ante o primeiro trimestre de 2022. Alguns analistas preveem que o país possa chegar a exportar 47 milhões de t do grão, superando as 43 milhões de t em 2022. O segmento papel e celulose é a exceção na pauta, com alta de 6,7% nos embarques até maio.
Depois de uma alta de 14% nos preços das commodities agrícolas em 2022, o Banco Mundial também prevê uma queda de 4,5% em 2023. A baixa reflete o desaquecimento da economia mundial e uma maior oferta desses produtos, inclusive do Brasil, que aumentou em 15% sua produção de grãos. Mesmo com essa queda, os preços seguem elevados se comparados à média dos últimos anos.
O segmento petróleo e derivados segue liderando a pauta em 2023 com vendas de US$ 1 bilhão e queda de 38,2% ante igual período do ano anterior. Ainda sob os efeitos da guerra na Ucrânia, o petróleo tipo Brent caiu 30,87% em maio na comparação anual, fechando o mês em US$ 72,60 por barril. Para especialistas, a perspectiva é que a commodity mantenha-se com pouca volatilidade até o encerramento do primeiro semestre e também no fechamento do ano.
Tabela 2 Exportações baianas – Principais segmentos – Jan./Maio – 2022/2023
Fonte: MDIC/Secex, dados coletados em 07/06/2023, http://comexstat.mdic.gov.br.
Elaboração: SEI
5
Após a queda de 9% do Brent em maio em relação a abril, junho não deve trazer tantas surpresas. A commodity ainda se recupera das instabilidades do período da pandemia e das restrições de oferta na Europa como resultado da guerra da Rússia na Ucrânia. Com a previsão de relativa estabilidade nos preços, as atenções se voltam para fatores que podem mudar esse cenário a partir deste mês, com novos possíveis cortes da Organização dos Países Exportadores de Petróleo e Aliados (Opep+).
As exportações do agronegócio alcançaram US$ 1,86 bilhão até maio, o que correspondeu a 44,4% do total das vendas externas do estado no período, evitando uma queda ainda maior das exportações estaduais. A escalada do resultado comercial do setor foi intensificada desde 2021, quando chegou a US$ 6,3 bilhões, recorde histórico.
Ainda que o agronegócio tenha exibido queda de janeiro a maio de 2023 acima do registrado nos mesmos meses do ano passado (-14,3%), há divergência sobre a perspectiva de o setor conseguir superar a marca histórica de 2022.
Para 2023, o resultado esperado é positivo, influenciado pela projeção de crescimento da safra agrícola do estado, embora não tão extraordinário como o desempenho de 2022.
Em 2022 havia bom volume, com preços excelentes, porque se somaram os efeitos da recuperação após o período mais agudo da pandemia e os da guerra entre Rússia e Ucrânia.
Este ano, já há queda de preços da soja, do milho e do algodão, como resultado do fraco desempenho da economia mundial. A desaceleração dos mercados americano e europeu não está sendo compensada pela razoável performance esperada para China e Índia. A Organização Mundial do Comércio (OMC) prevê desaceleração do comércio global, de 2,7% em 2022 para 1,7% em 2023.
O agronegócio continuará sendo destaque e sua participação se manterá em bons níveis no comércio total do estado, mas não com o brilho do ano passado, que juntou condições de volumes e preços elevados. O movimento global de alta de juros manterá preços em queda em 2023, e os produtos primários ficam sujeitos a esse efeito mais rapidamente.
6
A exceção, como no Brasil, é a celulose, que fechou vendas até maio de US$ 499 milhões, 10,2% superior no comparativo anual e preços 6,7% acima quando comparados a igual período de 2022. A melhora na demanda e os estoques mais baixos devem beneficiar os preços do produto, permanecendo, porém, dentro das expectativas. Apesar, da queda mais acentuada do que o esperado no início do ano, os preços da fibra começaram a se estabilizar e ainda apresentam variação positiva sobre 2022.
Depois de decaírem pouco mais de US$ 380 por t, ou cerca de 45% em cinco meses, os preços da celulose de fibra curta negociada na China deram recentemente alguns sinais de potencial recuperação. E a Suzano, maior produtora mundial de celulose de mercado e maior exportadora baiana do produto, anunciou o primeiro reajuste do ano. Ainda não está claro se a inversão da curva poderá se sustentar no segundo semestre de 2023. Mas, neste momento, importantes indicadores de tendência deixaram de apontar para baixo.
As exportações baianas para China, principal destino dos produtos do estado, caíram 31,2% até maio, sempre calculadas em relação ao mesmo período do ano anterior. Já as vendas totais para a Ásia tiveram redução menor: 21,2%.
Na mesma base de comparação, as vendas para a América do Norte subiram 14,5%, enquanto, para a América do Sul, Mercosul e Europa, tiveram quedas de 46,6%, 27% e 31,2%, respectivamente.
IMPORTAÇÃO
Mesmo com o crescimento registrado em abril, de 5,2%, alcançado devido ao aumento das compras de combustíveis, incluindo o GNL importado nesse período pela primeira vez em 2023, as importações baianas tiveram queda de 45,4% em maio no comparativo anual, alcançando US$ 686 milhões, enquanto que, no acumulado do ano, essa redução atingiu 17% (US$ 4,1 bilhões).
Diante da redução dos preços (-12%) e manutenção queda no volume de compras (-5,6%), as importações vêm acontecendo como previsto, com os preços captando a redução das cotações de bens intermediários, ocorrida no ano e que representam a maior parte das nossas compras (62%).
Além disso, os preços dos bens industriais devem permanecer menos pressionados, com acomodação das pressões inflacionárias globais sobre esses itens, como semicondutores, equipamentos de telecomunicações, autopeças e produtos químicos, itens que estavam inflacionados por problemas em suas cadeias produtivas, mas que agora estão sendo superados.
Combustíveis e fertilizantes, os dois principais itens importados pelo Brasil, tiveram seus preços reduzidos até maio em 13% e 30% respectivamente, de acordo com os registros do Ministério do Desenvolvimento, Indústria, Comércio e Serviços (MDIC) Em volumes, a queda nas compras foi verificada em todos os principais itens, tanto em bens básicos como nos adquiridos pela indústria de transformação.
A redução nas importações é sinal de baixo dinamismo na economia, uma vez que apenas as atividades ligadas ao agronegócio ainda apresentam possibilidade de expansão no ano, enquanto a indústria, o consumo e os investimentos patinam.
A Bahia, assim como o país, possui uma economia fechada e um comércio muito dependente de preços internacionais. Hoje, apenas a agropecuária e
7
a indústria mineral estão integradas globalmente, enquanto a manufatura está excluída das cadeias produtivas globais. Ampliar a corrente de comércio teria o efeito de gerar mais produtividade para a indústria de transformação. Em 2005, os produtos industrializados respondiam por 75% da pauta de exportação baiana, em 2022, por 56%.
Tabela 3 Importações baianas por categorias de uso Jan./Maio – 2022/2023
(Valores em US$ 1000 FOB)
Fonte: MDIC/Secex, dados coletados em 07/06/2023,
http://comexstat.mdic.gov.br.
Elaboração: SEI
Obs.: importações efetivas, dados preliminares.
Importações
DESEMPENHO DO COMÉRCIO EXTERIOR BAIANO – MAIO/2023
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SECRETARIA DO PLANEJAMENTO | <urn:uuid:f5791fb7-3e23-4929-96de-c8794aba27f0> | HuggingFaceFW/finepdfs/tree/main/data/por_Latn/train | finepdfs | por_Latn | 18,185 |
11/1/2017
Final verbal/written report
While I know that your main interest is to know and understand the financial terms that were presented to El Montecito Presbyterian Church, I believe it is important to bring you onto the field so to speak to understand our perspective as members of the PRT and why we believe the terms we are presenting today are very appropriate.
First, and most importantly, we established a couple of principles upon which the agreement would be measured. And, those two principles were acceptability and defensibility. Regarding, the principle of acceptability, we desired to establish terms that would help the Presbytery sustain its ministry obligations and goals after the loss of another church and pass the reasonableness test when compared to the net worth of the church and prior dismissals of churches in our Presbytery and across the denomination. And, secondly, regarding the principle of defensibility, it had to be terms that could be defended if challenged by representatives of PC(USA) or members of the El Montecito congregation. To that end, we needed to "consider" ALL of the property (both real and personal) and assets of the church, consider other potential uses of the property for Presbytery ministry purposes, and also consider precedent that was established by other dismissals throughout the denomination.
Based on those principles, here are the terms that were previously presented to and agreed by Council at its October 4 th meeting. These terms were also presented to the members of El Montecito Presbyterian church during a called congregational meeting on October 22 nd .
The terms include:
Original Appraised Value: $8.2 million; net worth approximately $10.4 million (including assets of "liquid and investment" assets of $2,290,107 of which $1,395,365 is the endowment fund which came from a bequest for the mission of the church).
- A total cash payment of $1,522,594.
- Down payment of $350,000 due and payable to Presbytery when the settlement is approved by Presbytery (prayerfully at the Feb 10, 2018 presbytery meeting).
- Balance of payments payable over 10 years according to the attached payment schedule with the first annual payment at $65,000 due on 1/1/18 and increasing at a 10% rate annually for the first five years and 15% rate annually thereafter, each payment with a 60 day grace period.
- Pay off of the PILP loan showing a current balance of $404,000, at time of dismissal.
- Beginning in the third year (1/2021) there is a prepayment discount that is determined by calculating the present value of the remaining payments using a 10% discount factor. Note: in each year that a pre-payment is allowed, the payoff amount assumes that the current year annual payment will also be made.
- In exchange for the total cash payment, the Presbytery and PC(USA) will release their interest in all of the property (real and personal) as provided by the Trust Clause.
El Montecito Presbyterian Church has an Endowment Fund in the amount of approximately $1.4 million. This fund is included in the above stated net worth of $10.4 million. And, as stated above, the Presbytery is releasing its trust interest in this asset as well as all other church assets as part of the agreement. Prior dismissals from the Presbytery did not explicitly state that, however, we believe it should be disclosed in this (the first) dismissal after the policy was revised. It is important to know, however, that with all previous dismissals, the liquid assets as well as any endowments that may have been in place were transferred to the church as part of the agreement.
The dismissal amount of $1,522,594 will definitely "stretch" the congregation. They will need to be innovative in their fund raising, growth plans, and pledging efforts. None of the endowment will be utilized in any payback of the dismissal terms.
Presbytery committee chairs have suggested that the property could be sold and if it was, it would bring in funds for the Front Porch ministry. While that is true, it is not clear or certain that the property (given the land use restrictions and the fact that is has been a "consecrated sanctuary for Presbyterian Christian worship" since 1888) would sell for an amount greater than the amount in our settlement. And, the funds from this settlement can and should certainly be designated to Front Porch and other current Presbytery ministries.
Others have suggested that the property be converted to a counseling center. While on the surface that is a wonderful thought, this property is zoned for one use and one use only, as a church, a worshiping community, and non-profit. The restrictions from a land use perspective are very strict and very clear. So to try to change zoning would be a challenge.
If the Presbytery would have the opportunity to use the property for other ministries, It will also inherit the expenses and responsibilities of ownership including maintaining, operating, and staffing of a piece of real estate that can only be used as a church or related ministries. That, together with the issues of maintaining, operating, staffing – all of which we feel is beyond the scope of what SBP foreseeably could do.
As my final comments, this church has lost 50% of its members during the last three years. Most of them departed as a protest over a series of PC(USA) decisions with which they disagreed. A large majority of the remaining members have the same concerns but have remained faithful pending this dismissal. We explored the possibility of reconciliation and have concluded that that will not happen. The work of the PDT/PRT determined that the congregation has worked hard over these past three years to be a more vital body of Christ, following Jesus, loving, connecting caring and serving near and far; is doing better; and will continue to work to advance God's Kingdom. The need to separate from PC(USA) is evident. Thankfully, we believe that if dismissed, this will not be a church closure situation. God is well glorified there and you are welcome to read the separate PRT discernment report on this topic.
As a closing note, I would like to put this settlement in perspective and to know the information that we considered in recommending it. At $1,522,594, this agreement is 25% more than the sum total of all settlements for the previous ten churches that were dismissed by our Presbytery. While we all acknowledge that those dismissals occurred under a different set of rules, it is wise to consider that fact when striving to ensure the defensibility of this agreement. Second, it represents 16% of the churches net worth of $9.4 million. The range across the denomination for previous dismissals has been 2% to 15%. The per capita cost of this dismissal is $8,500 which we believe makes this the most expensive of any dismissal to date. And, finally, we have ordered a new appraisal and while the final report is not yet been produced, the appraiser whom our auditor recommended for this project has revealed that their estimate of the value of the real property is $5 million as compared to the original estimate of $8.2 million. With this figure, the net worth of the church is $6.2 million and the settlement is then 25% of that value. This would also likely be the largest settlement as a percent of net worth across the entire denomination. Menlo Park, whom many of you know paid nearly $9 million had a net worth estimated in the $80 million to $100 million range making their payment only 9 to 11 percent of their net worth.
This information is provided as background only because, according to the revised Gracious Dismissal Policy, the value of the property and other assets must only be considered. There is no formula that can be applied and each dismissal is to be determined on a case by case basis.
(Sources of above information: Presbytery Layman and confirmed by Attorney Lloyd Lunceford {Taylor Porter Law Firm, Baton Rouge] who specializes in dismissals, and confirmed the data from court records and published settlements. He also states the average has been 9%-11%; San Francisco Presbytery has been consistent at 13-14%; SBP maximum dismissal was 10%.)
WORKSHEET ONLY -- PRT Dismissal Due Diligence FINANCIAL – WORKSHEET ONLY
This document is solely for the purposes to begin an analysis of the individual church situation. This is simply a worksheet for due diligence. It might not reflect the final agreed upon amounts or terms.
1. The Church's last verified congregational membership as of 10/17/2017
179
2. Presbytery-wide membership as of 12/31/2016
4642
3. El Montecito's percentage of presbytery membership (line 1 divided by line 2) 3.9%
PROPERTY DEBT CALCULATIONS
Ministry Share
Property Considerations
12. Current appraised Value
$8,200,000
13. Current tax assessor value of property
$8,200,000
14. Current Insurance replacement costs of buildings/contents = $7,103,907
15. Current value of all net cash position (not including endowments
$776,269$7,880,176
a. Endowment amount is $1.4 mil and considered as part other bank accounts, HOWEVER being asked of Presbytery to waive as per previous dismissals.
16. Known original investment by denomination for this church development $1,000,000
a. PILP or other loan(s) on subject property (stated above) - $404,000
b. Other liabilities: Early School =
- $252,224
17. Total based on debt reduction, property, other considerations
$7,223,952
18. Presbytery processing costs (staff time, travel, legal, financial expense)
$3,000
20. Total due from church on dismissal (lines 6+11+18) = $155,687 Dismissal is $1,522,594
NOTES: PILP Loan to be paid in full at time of Dismissal: $404,000 and Down Payment $$350,000. To reduce the mortgage balance and to secure funds for the required Down Payment, the church did fundraising called "Legacy", utilized funds in the Building Fund account, and a loan account with Montecito Bank and Trust (secured by personal accounts and management of the endowment fund). | <urn:uuid:95186d3c-3fed-47bb-bf73-ad86d029bb25> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 10,088 |
À LA CARTE
Bangladesh brukar kallas för "riset och fiskens land", ett uttryck vi anammar själva här på Ultimat. Våra många fisk- och vegetariska rätter speglar både bengaliers äkta matvanor och är även en del av vår hållbarhetsfilosofi.
På Ultimat använder vi oss av ekologiska, Kravmärka eller närproducerade grönsaker & kött i möjligaste mån. Fisk och skaldjur är Krav, ASC- eller MSC-märkta. Alla våra viner är ekologiskt certifierade eller Fairtrademärkta och våra drinkar innehåller endast naturliga ekologiska råvaror utan tillsatser eller socker.
Rätterna på Ultimat smakar i regel mer än på Shantis övriga krogar och antar en mer mustig karaktär. Bortsett från våra mildare kormarätter tar koriander och grön chilli en framträdande roll i rätternas smakpalett. Dessa två råvaror används i den dagliga matlagningen i Bangladesh och är som bengalernas salt & peppar.
Välkommen!
Ultimat
När vi var små satt mamma på golvet och malde kryddorna för hand med en stenkavel och en platt stenplatta som underlägg. Denna gamla bengaliska tradition vill vi bevara genom att inte använda redan malda kryddor utan istället rosta och mala våra kryddor helt för hand.
A bowl of caviar on a wooden table.
I början av 2000-talet öppnade vi vår första restaurang i Stockholm. Ultimat är vår femte.
Sedan starten har vi försökt flytta fram gränserna för hur autentisk bengalisk mat det är möjligt att servera. Den här gången fokuserar vi på festmaten.
Det vi erbjuder här är rätter vi at på bröllop och högtider under vår uppväxt i Bangladesh. Vi tillagar dem på exakt samma sätt de gjordes där. Viktigast är att inte använda kryddor i pulverform. Vi gör allt från grunden, precis som våra mammor gjorde.
Det finns mycket att säga om Ultimat — att allt kött kommer från gårdar i närheten, att den är världens första helt ekologiska bengaliska restaurang, att inredningen inspirerats av den bengaliske nobelpristagaren Tagore och poeten Kazi Nazrul, som flera gånger fängslades för sin regimkritiska poesi.
Men för oss är det mest speciella ända doften av kryddorna. När man själv maler spiskummin, koriander och ingefära frigörs dofter och smaker som på en gång återskapar feststämningen som ibland spreds i våra barndomskvarter i Dhaka.
Ultimat är vårt sätt att säga: det här är vår kultur, det här är vår mat.
Du hittar den inte på någon annan restaurang.
Nahid Hassan och Naim Uddin med personal
Femrätters avsmakningsmeny 500 kr
Våra kockar sätter samman en avsmakningsmeny på fem rätter som består av en förrätt, tre huvudrätter och en dessert. Går även att få vegetarisk.
Välj dryck individuellt eller vårt dryckespaket.
Fråga våra servitörer!
Förrätter
Singara 85 kr
Friterad pirog som är bengalernas absoluta favoritsnack när det är dags för att dricka eftermiddagsteet. Vår singara serveras med myntachutney, chilichutney och mangochutney.
Välj mellan lamm- och potatisfyllning eller spenat- och paneerfyllning (laktos-ovo vegetarisk).
DRYCKESFÖRSLAG
Jean Biecher Pinot Gris 95 kr glas/340 kr flaskka
Eldig kycklingpakora 90 kr
Krispiga friterade kycklingbitar och krossad potatis som serveras till korianderchutney, mangochutney och tamarindchutney.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic White 95 kr glas/340 kr flaskka
Lamm Pakora 120 kr
Krispiga friterade lammfilébitar som serveras med raita, chili- och korianderchutney och tamarindsås.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic Red 95 kr glas/340 kr flaskka
Bengalisk potatispakora 85 kr
Krispig friterad potatis som serveras med tomatrelish, mangochutney och toppas med koriander, mynta, lime och chili (laktos-ovo vegetarisk).
DRYCKESFÖRSLAG
Les Trois Villages White 2015 85 kr /340 kr flaskka
Grillad kyckling & friterad räka 120 kr
Bengalisk tapas på grillad saffranskyckling och friterad räka med smak av chili och lime. Serveras med korianderchutney.
DRYCKESFÖRSLAG
Santa Ana Eco Cabernet Sauvignon Rosé 85 kr glas/300 kr flaskka
Fylld avokado med svamp, zucchini, spenat & koriander 90 kr
Avokado växer inte i Bangladesh men får i denna rätt utgöra kärlet som fyllningen zucchini vadderas i. Det är en klassisk vegetarisk sidorätt som äts överallt i Bangladesh (laktos-ovo vegetarian).
DRYCKESFÖRSLAG
Santa Ana Eco Cabernet Sauvignon Rosé 85 kr glas/300 kr flaskan
Mellanrätt
Fylld rumali roti 160 kr
Brödet rumali roti är ett tunnbröd av råg- och vetemjöl som viks som en näsduk och tillhör en mycket gammal bengalisk mattradition. Brödet fylls med olika fyllningar och serveras med raita, mynta- och korianderchutney & frästa grönsaker.
Välj mellan grillat & skivat lamm, kyckling eller paneer (laktos-ovo vegetarian).
DRYCKESFÖRSLAG
Botanicum Ibericum Organic Red 95 kr glas/340 kr flaskan
Fylld Nan med lamm eller vego 140 kr
Lammfilebiffar eller vegetariska biffar serveras i nan med gurkraita, chiti/-och koriandersås, stekt lök, picklad rödlök & färsk koriander.
(broccoli, blomkål, grön paprika, lök, vitkål, potatis, zucchini och koriander).
DRYCKESFÖRSLAG
Vinistella, Italien 80 kr glas/350 kr flaskan
Tapas med svamp eller kyckling 120 kr
Rund nan som toppas med färsk paneer.
Välj mellan kryddig svampvadji (laktos-ovo vegetarian) med champinjoner, tomat, lök, grön chiti eller kycklingvadji.
DRYCKESFÖRSLAG
Les Trois Villages White 2015 85 kr/300 kr flaskan
Huvudrätter
Observera att våra tandoorirätter saknar egen kategori utan ligger utspridda under val av protein.
FRÅN TRÄDGÅRDSLANDET
Serveras med ångkokt spenat stekt med vittök, lagerblad, koriander och chili.
Stekt zucchini fylld med paneer, bladspenat, koriander & körsbärstomater 190 kr
Råvarorna och kryddorna för tankarna till Shantis storsäljare palak paneer men kommer här i en ny tappling med sällskap av stekt zucchini. Serveras på en bådd av rostad paprikacreme och pilau.
DRYCKESFÖRSLAG
P. Lex Pinot Grigio 100 kr glas/350 kr flaskka
Fylld grillad aubergine med kryddig aubergine- och oströra 190 kr
Aubergine eller ”begun” som vi säger, är den tredje mest odlade grönsaken i Bangladesh. På Ultimat grillar vi först auberginen för att sedan fylla den med en mustig och smakrik auberginecurry med kokosmjölk och paneer. Serveras med pilau.
DRYCKESFÖRSLAG
Vinistella, Italien 80 kr glas/300 kr flaskka
Bochar sabji 195 kr
Grönsaksgräva av dagens färsk grönsaker
Korma är en vanlig festrätt i Bangladesh som härstammar från det gamla Mogulriket. Rätten är mild, krämig, nötig och rundas av med sötman från kokosnö och russinen.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic Rosé, 2010, Spanien 90 kr glas/340 kr flaskka
Linscurry med paneer 195 kr
Linscurry lagas i stora delar av Sydostasien och kommer i många olika varianter. Vi bjuder på vår linscurry från barndomen som tillagas på gula, svarta och gröna linser. Vid riktigt festliga tillfällen som denna kväll tillsätts även paneer. Serveras med pilau.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic White 95 kr glas/340 kr flaskka
Ultimat palak paneer 195 kr
Palak paneer är en rätt som vunnit popularitet världen över och tros ha uppkommit någon gång på 1500-talet. Bladspenatcurry med ingefära, tomat & ost. Garneras med palak paneerkofta. Serveras med pilau.
DRYCKESFÖRSLAG
P. Lex Pinot Grigio 100 kr glas/350 kr flaskka
Veggie korma 195 kr
Grönsaksabji är klassisk bengalisk husmanskost som vi äter dagligen till lunch eller middag. Vi bjuder på säsongens primörer i en syrlig curry med tomat, vitlök & citron.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic Rosé, 2010, Spanien 90 kr glas/340 kr flaskka
FRÅN HAVET
Serveras med ångkokt spenat stekt med vitlök, lagerblad, koriander och chili.
Räkor i kokosmjölk med chili, curryblad, citronrostad blomkål & potatis 205 kr
Stekta MSC-märkta räkor som får sällskap av exotiska smaker där sötsma möter syra. Toppas med koriander och mynta och serveras med pilau.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic White 95 kr glas/340 kr flaskka
Grönkalsdolmar med citrusdoftande torskrygg 210 kr
Kaldolmar på bengaliskt vis som serveras med rostad paprikacreme & naan.
DRYCKESFÖRSLAG
P. Lex Pinot Grigio 100 kr glas/350 kr flaskka
Ångad lax med korianderchutney 210 kr
I Indien och Bangladesh är bananblad ett vanligt redskap i matlagningen. På Ultimat slår vi in laxen i ett paket av bananblad och ångkokar den. När paketet öppnas sprider sig en härlig doft av citron, vitlök och koriander. Serveras med pilau.
DRYCKESFÖRSLAG
P. Lex Pinot Grigio 100 kr glas/350 kr flaskka
Tandoorigrillade räkor & färsk ananas 210 kr
Räkor (MSC-märkta) och färsk ananas som marineras i tandoorikryddor och grillas. Serveras med Ultimats egna tandoorisås, mango chutney, chili- och korianderchutney, ratta, stekt sparris & pilau.
DRYCKESFÖRSLAG
Jean Biecher Pinot Gris 95 kr glas/340 kr flaskka
Bengalisk fiskcurry från Dhaka 210 kr
Torsk, lax, räkor (MSC-märkta). Kryddig tomatbaserad curry med gula senapsfrön & koriander från Dhakaregionen. En rätt som äts under vinterhalvåret i Bangladesh. Serveras med pilau.
DRYCKESFÖRSLAG
P. Lex Pinot Grigio 100 kr glas/350 kr flaskka
Vi lagar våra buljonger från grunden utan några tillsatser. Till våra rätter använder vi en vegetarisk, kyckling- eller lammbuljong med en gemensam kryddbas av lök, vitlök, lagerblad, kanel och kardemumma.
FÅGEL
Serveras med ängkokt spenat stekt med vittök, lagerblad, koriander och chili.
Grillad tandoorikyckling med färskost 190 kr
Hela kycklingfiléer och paneer-bitar som marineras i tandoorikryddor och sedan grillas. Serveras med mangochutney, chili- och korianderchutney, raita, stekt sparris & pilau.
DRYCKESFÖRSLAG
Fairview Shiraz 95 kr glas/340 kr flaskka
Vindaloo 195 kr
Välj mellan anka, kyckling eller lamm
Rätt från Goa som sägs ha uppstått 1797 under inflytande från portugiserna med heta kryddor och tydlig smak av vinäger & vittök. Serveras med pilau.
DRYCKESFÖRSLAG
Last Night a Riesling saved my life, Tyskland 110 kr glas/400 flaskka
Bengalisk kyckling med linser och färsk orter 190 kr
Traditionell bröllopsrätt från norra Indien och Bangladesh i starka gröna färger med färsk mynt, koriander och linser. Garneras med rostad mandel och serveras med pilau eller naan.
DRYCKESFÖRSLAG
Last Night a Riesling saved my life, Tyskland 110 kr glas/400 flaskka
Dhaka Kyckling Karai 190 kr
Fyllda paprikor med grillade kycklingbitar, paprika, aubergine, champinjoner & karaisås som toppas med stekt lök, och serveras med pilau.
DRYCKESFÖRSLAG
Last Night a Riesling saved my life, Tyskland 110 kr glas/400 flaskka
Bengalisk kyckling Tikka Masala 195 kr
Tandoorigrillade kycklingbitar i genuin bengalisk tomatsås med spiskummin, koriander, vitlök, ingefära, cashewnötter & pistaschnötter. Går att få mild eller stark.
DRYCKESFÖRSLAG
La Légende d'Hélot, Vins de pays d'Oc, Frankrike 90 kr glas/340 kr flaska
Pistasch Kormakyckling 195 kr
Traditionell kycklingrätt (tarfilé) från Dhaka i kormasås med pistaschnötter, vitlök, ingefära & daikon.
Går att få mild eller stark.
DRYCKESFÖRSLAG
Jean Biecher Pinot Gris 95 kr/340 kr flaska
Kyckling tomat dopiaz med khichuri 210 kr
Currygryta med kyckling och körsbärstomater och purjolök som får stekas i spiskummin och koriander. Grytan serveras med ris/- och tinsrätten khichuri, biryanisås och en fräsh örtssallad på tomat-, rödlök & koriander.
DRYCKESFÖRSLAG
Heartwood Organic Wine Zinfandel 95 kr glas/340 kr flaska
Ultimat Tandoori Mix 210 kr
En blandning av grillade kyckling- och lammfiléer, räkor (MSC-märkta) och paneer som marineras i mango, vitlök, spiskummin & koriander. Serveras med Ultimats egna tandoorisås, mango chutney, chili- och korianderchutney, raita, stekt sparris & pilau.
DRYCKESFÖRSLAG
Fairview Shiraz 95 kr glas/340 kr flaska
Chili Koriander Kyckling Grill 210 kr
Kycklingbitar som marineras i chili, koriander, sesamfrön och grillas i tandoorirugnen. Serveras med tikkasås, stekta grönsaker & ris.
DRYCKESFÖRSLAG
P. Lex Pinot Grigio 100 kr glas/350 kr flaska
Lamm
Serveras med ängkokt spenat stekt med vittlök, lagerblad, koriander och chili.
Daal Ghost 195 kr
Tunt skivat lamm som steks med färsk champinjoner, gula linser, hela stecktökar, rödlök, mustiga kryddor och soja som serveras med en tikkasås & pilau.
DRYCKESFÖRSLAG
La Légende d'Hélios, Vins de pays d’Oc, Frankrike 90 kr glas/340 kr flaska
Dhaka Lamm Karai 210 kr
Fyllda paprikor med grillade lammfilebitar, paprika, aubergine, champinjoner & karaisas som toppas med stekt lök och serveras med pilau.
DRYCKESFÖRSLAG
Last Night a Riesling saved my life, Tyskland 110 kr glas/400 flaska
Nihari 210 kr
Traditionell rätt som förekom redan under det stora Mogulriket i norra Indien, Pakistan och Bangladesh. Lammet kokas i över sex timmar med mustiga bengaliska kryddor och serveras med brödet rumali roti.
DRYCKESFÖRSLAG
Heartwood Organic Wine Zinfandel 95 kr glas/340 kr flaska
Dhaka Biryani med grillade lammracks & potatis 210 kr
Traditionell festlig risrätt från Dhaka där lammet först marineras i en papayamarinad med mustiga kryddor för att sedan ängkokas tillsammans med riset, potatisen och löken. Serveras med en sås på rostad lök, cashewnötter och mandel med en örtssallad med tomat, rödlök och koriander.
DRYCKESFÖRSLAG
Azabache Crianza Organic, Rioja, Spanien 2014 90 kr glas 325 kr flaska
Grillat tandoorilamm med grön chili 210 kr
Hela lammfiléer som marineras i örtkryddor och grön chili. Serveras med Ultimats egna tandooristås, mango chutney, chili- och korianderchutney, raita, stekt sparris & pilau.
DRYCKESFÖRSLAG
Fairview Shiraz Fairview Shiraz 95 kr glas/340 kr flaskka
Bengaliska köttbullar med kryddig tomatsås & färsk örter 195 kr
Mustiga lammköttbullar som kokas i en tomatsås med bengaliska kryddor och färsk koriander & mynta.
DRYCKESFÖRSLAG
Vinistella 80 kr glas/300 kr flaskka
Chittagong Kala Bhuna 195 kr
Vår lammgryta med stekt potatis är en välkänd rätt från den bengaliska hamnstaden Cox’s bazaar. Den är smaksatt med svarta senapsfrön ”Kala Bhuna”, en krydda vanlig i Bangladesh, men som sällan används i europeisk matlagning. Serveras med pilau.
DRYCKESFÖRSLAG
Vinistella 80 kr glas/300 kr flaskka
Grillad lammkotlett med chili & färsk koriander 195 kr
En rätt som funnits i flera hundra år i Indien, Pakistan och Bangladesh, men som är nästintill glömd idag. Vi lagar alltid denna rätt när familjen grillar ute i trädgården i Bangladesh under det svallare vinterhalvåret. Serveras med naan, raita, mangochutney & chilichutney.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic Red 95 kr glas/340 kr flaskka
Lamm Pasanda 195 kr
"Pasanda" betyder favorit och var en av de mest omtyckta rätterna vid de kungliga hoven under Mogulriket. I pasandan kokas brynta lammfilébitar i en mild yoghurtgryta med smak av kanel, kardemumma, dadlar och mandel. Serveras med pilau.
DRYCKESFÖRSLAG
Vinistella 80 kr glas/300 kr flaskka
THALI LAMM, FÅGEL, VEGETARISKT OCH FISK E°, SKALDJUR
Thali betyder rund tallrik och är en klassisk sydasiatisk rätt som består av flera små rätter.
LAMM
Ultimat Mixthali 210 kr
I thalin ingår en lammgryta (skapad av stjärnkocken och gode vännen Markus Aujalay), grillad lax, grillad kyckling. Serveras med en raita, en fräsch mango- och chilichutney, pilau.
DRYCKESFÖRSLAG
Botanicum Ibericum Organic Red 95 kr glas/340 kr flaskka
Lamm thali 210 kr
Tre rätter som serveras med raita, en fräsch mango- och chilichutney och ris
- Mango lamm badami balti - lammfilébitar med skivad mandel E°, mango i en baltisås
- Palak zucchini lamm- lammfilébitar E°, zucchini i en spinat- och currysås
- Lammracks grill: marinerade lammracks som grillas i tandooriugnen
DRYCKESFÖRSLAG
La Légende d'Hélios, Vins de pays d'Oc, Franrike 90 kr glas/340 kr flaskka
VEGETARISKT
Ultimat Bengali thali 195 kr
Färgsprakande vegetariska rätter från Dhaka i norr till söderns Kerala. Här ingår en grön sabji, en len chana daal, zucchini vadji och rostade nötter. Serveras med en fräsch mango- och chilichutney, traditionell tandoori roti (vegansk).
DRYCKESFÖRSLAG
Botanicum Ibericum Organic White 95 kr glas/340 kr flaskka
FÅGEL
Kyckling thali 210 kr
Tre rätter som serveras med raita, en fräsch mango/— och chilichutney och ris
- Chicken tikka masala— kycklingfilébitar i en tomatbaserad tikkasås
- Grillad tandoori chicken— marinerad kyckling som grillas i tandooriugnen
- Aubergine chicken karai— kycklingfilébitar med aubergine i en het tomatcurrysås (het)
DRYCKESFÖRSLAG
Last Night a Riesling saved my life, Tyskland 110 kr glas/400 flaska
FISK
Thali från det vilda havet 210 kr
Tre rätter som serveras med raita, en fräsch mango/— och chilichutney och ris
- Shrimp bhuna curry— räkor i currysås
- Fish korma— torskfilébitar i kormasås
- Lax tandoori grill— marinerade laxfilébitar som grillas i tandooriugnen
DRYCKESFÖRSLAG
Les Trois Villages White 2015 $5 kr/300 kr flaskka
Sidorätter
Gurkraita med smak av spiskummin 40 kr
Daal på röda linser, mungbönor och fem sorters frön 60 kr
Fräst potatis och blomkål med vitlök och chili 60 kr
Örtsallad med tomat, rödlök och koriander 60 kr
Grön potatissallad 60 kr
Krämig stekt potatis i chili/— och koriandersås toppad med stekt lök
Bröd
Bröd är basfödan i Bangladesh och serveras till de flesta av våra rätter. På Ultimat bakar vi vårt bröd på råg- och vetemjöl.
RUMALI ROTI 40 kr
Tunnbröd på vetemjöl
"Rumal" betyder näsduk och rumali roti viks ihop på liknande vis efter att ha stekts i en uppochnervänd wokpanna som kallas "karahi".
NAAN 35 kr
Tjockt fluffigt bröd på vetemjöl som gräddas i en tandoorirugn och penslas med det indiska skirade smöret ghee.
VITLÖKSNAAAN 40 kr
PESHWARI NAAN 40 kr
Honung, mandel, russin, kokos & paneer
NAAN MED FÄRSK KORIANDER 45 kr
TRADITIONELL TANDOORI ROTI 40 kr
Vegansktt nan på rågväl
* Vid allergi, kom ihåg att alltid fråga din servitör om rättens innehåll! *
Desserter
NÅGOT SÖTT
Payesh 85 kr
Rispudding med kardemumma, pistagenötter och rosenvatten som serveras vid födelsedagar och andra stora högtider.
DRYCKESFÖRSLAG
Alba Chiara Vino Passito Bianco Veneto 85 kr glas/420 kr flaskan
Mishti Doi 90 kr
Egen fermenterad sötat yoghurtdessert med smak av kardemumma. Serveras med färsk syrliga granatäppelkärnor.
DRYCKESFÖRSLAG
Alba Chiara Vino Passito Bianco Veneto 85 kr glas/420 kr flaskan
Ingefära- och citrongrädglass 90 kr
Glassen är ekologisk och serveras med en dadel- och tamarindsås.
DRYCKESFÖRSLAG
Alba Chiara Vino Passito Bianco Veneto 85 kr glas/420 kr flaskan
Mandel och pistagekaka 90 kr
Bengaliskt bakverk gjort på mandel, pistagenötter, jordgubbar och hallon.
Serveras med ekologisk vaniljgräddglass.
DRYCKESFÖRSLAG
Alba Chiara Vino Passito Biancoom Veneto S5 kr glas/420 kr flaskka
Morots-halowa 8.5 kr
"Halowa" betyder sötsak på bengali och kan ha olika utseenden och smaker.
Vår halowa är en nötig morotspudding med smak av kanel, mandel, kardemumma och ananas. Serveras med ekologisk vaniljgräddglass.
DRYCKESFÖRSLAG
Alba Chiara Vino Passito Biancoom Veneto S5 kr glas/420 kr flaskka
För barnen
Rätter med milda smaker för våra yngre gäster
Chicken Tikka Masala 120 kr
Chicken Korma 120 kr
Välj mellan ris eller naan
ULTIMATA DRYCKER
Vår vinlista består enbart av ekologiska och/eller Fairtradeviner och är utvalda för att komplettera smakerna i det bengaliska köket.
Husets cocktails
Våra cocktails innehåller ingen sockerlag eller tillsatser. Förutom basen på alkohol skapar vi drinkarna på enbart färskra råvaror och sötar dem med honung.
FOREVER YOUNG 120 kr
Vodka, kiwi, lime, vetegräs, honung, ingefära
MONSOON RAIN 120 kr
Calvados, mango, chili, koriander, lime
I AM ON FIRE 130 kr
Whisky, cointreau, hallon, mynta, apelsin, lime
Kaffedrinkar
IRISH COFFEE 4CL/6CL 130 kr/160kr
Tulamore D.E.W
SPANISH COFFEE 4CL/6 CL 130 kr/160kr
Licoir 43
Cider
Strongbow, England 33 cl 50 kr
Torr cider 5,0%
Bubbel
Rodestin Organic, Cava, Recuena, Spanien
85 kr glas 340 kr flaskan
Baron-Fuenté Galipettes Brut, Champagne, Frankrike
85 kr glas 340 kr flaskan
Ur vinkällaren
VITT VIN
Jean Biecher Pinot Gris, Alsace, Frankrike 2014
95 kr glas 340 kr flaska
P. Lex Pinot Grigio, Delle Venezie, Italien 2014
100 kr glas 350 kr flaska
Robert Klingensfus, Riesling, Alsace, Frankrike 2014
600 kr flaska
Botanicum Ibericum Organic White (vegetarisk), Castilla La Mancha, Spanien 2014
95 kr glas 340 kr flaska
Le Grand Rochoy, Sancerre, Loire, Frankrike 2014
610 kr flaska
Les Trois Villages White 2015, Ventoux, Rhone Valley, Frankrike
85 kr glas 300 kr flaska
Last Night a Riesling saved my life, Reinhessen, Tyskland
110 kr glas 400 flaska
ROSEVIN
Santa Ana Eco Cabernet Sauvignon Rosé, Mendoza, 2015
Cuyo, Argentina 85 kr glas 300 kr flaska
Botanicum Ibericum Organic Rosé, 2010, Castilla La Mancha, Spanien (Vegetarisk)
90 kr glas 340 kr flaska
RÖTT VIN
Vinistella, Sicilien, Italien 2014
90 kr glas 300 kr flaska
Heartwood Organic Wine Zinfandel, Apulien, Italien 2014
95 kr glas 340 kr flaska
Azabache Crianza Organic, Rioja, Spanien 2014
90 kr glas 325 kr flaska
Fairview Shiraz, Paarl, Sydafrika 2014
95 kr glas 340 kr flaska
Botanicum Ibericum Organic Red, Castilla La Mancha, Spanien 2014 (vegetarisk)
95 kr glas 340 kr flaska
Chateau Grand Francais Bordeaux 2009, Frankrike
Smakrikt elegant bordeauxvin som passar perfekt till mustiga rätter med lamm, grillat fisk till krämiga pancerrätter (Vegetarisk).
600 kr flaska
La Légende d’Hélios, Vins de pays d’Oc, Languedoc—Roussillon, Frankrike
90 kr glas 340 kr flaska
DESSERTVIN
Alba Chiara Vino Passito Bianco, Veneto, Italien
90 kr glas 420 kr flaska
Övrig dryck
WHISKEY 4 CL
Blended Whisky - Bourbon 100 kr
Single Malt Whisky 120 kr
Single Malt Whisky, 12 år 140 kr
Irish Whisky 100 kr
ÖL PÅ FAT 40 CL
Bryggmästaren's bästa ekologiska,
Åbro, Sverige, 5,0% 60 kr
IPA på fat, 5,6% vol, USA 70 kr
ÖL PÅ FLASKA 33 CL 66 CL
Shanti Golden Ale, Oppigårds bryggeri,
Dalarna 5,2% vol 75 kr
Bangla 65 kr 90 kr
Cobra 65 kr 90 kr
King Fisher 90 kr
Altiplano, Franrike,
Glutenfri, vegansk och ekologisk 60 kr
Weihenstephaner Hefe Weissbier,
Tyskland, 5,4% vol 50 cl 80 kr
ALKOHOLFRITT
LASSI
Söt yoghurtdryck som är vanlig i Indien, Pakistan & Bangladesh
Apelsin 60 kr
Jordgubb 60 kr
Mango 60 kr
Alkoholfritt öl 40 cl 40 kr
Lättöl 2,2% 33 cl 35 kr
Mellanöl 4,4% 33 cl 45 kr
VATTEN
Hvila Naturell med kolsyra, Sverige 30 kr fl 33 cl
LÄSKEDRYCKER 35 kr
Varma drycker
Te 25 kr
Bengaliskt chai 40 kr
Kaffe 35 kr
Espresso 30 kr
Cappuccino 35 kr
Latte 40 kr
Butiken
Tikkasäs 80 kr
Biryani säs 80 kr
Mangolassi 50 kr
Kryddor Fråga efter pris
Köp Shantis kryddor
"I mitt land Bangladesh betyder kryddor allt i matlagningen. Vara kryddor har dessutom en rad bra hälsoeffekter som hjälper människan att hålla sig fri från sjukdomar. Utan kryddor, ingen mat och inget liv!" - Nahid Hassan, Ägare av Shanti
Shanti tillverkar sina egna kryddblandningar som är rostade & malda för hand och utan några tillsatser. De tillverkas i Shantis kök av restaurangens egna kockar.
Välj mellan Korma, Tikka, Curry och Garam Masala & Bengali Family Style—en produkt som innehåller portionspåsar som passar till fyra familjemiddagar med kyckling, lamm, fisk eller vegetariskt som grytbas.
Shantis kryddor säljs på Ultimat, Touch of Bengal, Soft Corner & Classic. Säg till din servitör om du vill köpa våra kryddor!
Grafisk form EVA-JO HANCOCK · Foto ANDREAS DIENERT
The image shows a close-up view of what appears to be a collection of metallic objects, possibly rocks or minerals, arranged in a dark setting. The objects have a rough, textured surface and are illuminated by a light source that creates highlights and shadows, giving them a three-dimensional appearance. The background is dark, which contrasts with the lighter areas of the objects, emphasizing their details. The overall effect is dramatic and somewhat abstract, focusing on the textures and forms of the metallic objects.
VÄLKOMMEN.
Shanti betyder fred. Grundtanken med Ultimat är att servera sådan mat som vi fick äta när vi var barn – den maten som vi åter själva hemma. Ingredienserna ska vara från handplockade, kryddorna ska vara färsk och soltorkade och maten ska komma från hjärtat – inte från hjärnan. Det tog oss femton år att servera mat från hjärtat!
INREDNINGEN av Eva-Jo Hancock är inspirerad av både av den rovfyllda 1600-talsparken Lalbagh i Old Dhaka och kaoset på gatan i Bangladesh (fänglad i filmen på väggen före badrummen). Det är svårt att beskriva hur mycket författaren, filosofen och poeten Rabindranath Tagore och hans enande kraft har inspirerat oss, både som folk och oss personligen. Hans porträtt fick därför pryda stora väggen.
Fågeln är målade i äggoljetempera, en gammal fin sorts målarfärg gjord på bara ekologiska ägg, linolja och torrpigment. Ytorna i badrummet är handgjorda i kreatina – en teknik som används i hammar och palats sedan många hundra år.
Alla bord, barhyllor, armaturer och andra unika delar av inredningen är ritade och lokalt tillverkade för hand för Ultimat.
VI VILLE GÖRA miljön här på Ultimat på samma sätt som vi gör maten och drycken: handgjord, tillverkad med stort hjärta och på ett sätt som du inte hittar någon annan stans. Shanti!
Nahid Hassan och Naim Udin,
Krögare i bröder | <urn:uuid:95db6d7d-65a3-491f-ad04-067ac0982011> | HuggingFaceFW/finepdfs/tree/main/data/swe_Latn/train | finepdfs | swe_Latn | 25,049 |
UNDERSTANDING AND TACKLING THE GENDERED DRIVERS OF POOR ADOLESCENT MENTAL HEALTH
JUNE, 2017
Chisina Kapungu & Suzanne Petroni
International Center for Research on Women
INTRODUCTION
In its most recent and thorough publication on adolescent health, *Global Accelerated Action for the Health of Adolescents* (AA-HAI), the World Health Organization (WHO) reports that more than 1.2 million adolescents die each year from largely preventable causes, with most deaths occurring in low- and middle-income countries (LMICs) in Africa and South and East Asia (WHO, 2017). Self-harm, which encompasses both suicide and accidental death resulting from self-harm, is among the three leading causes of adolescent mortality, contributing to more than 67,000 deaths each year (WHO, 2017).
Since at least the year 2000, self-harm has consistently been ranked as the world’s first or second leading cause of death for older adolescent girls (age 15-19), with particularly high rates among girls living in South and East Asia. Beyond its impact on mortality, however, self-harm and other consequences of poor mental health can put tremendous burdens on adolescents, their families and their communities. Indeed, poor mental health is now the greatest contributor to the non-fatal burden of disease in young people worldwide (Sawyer et al., 2012). But only in recent years has the global health community begun to recognize these factors.
Depression-related illnesses peak in adolescence, just as gender norms are being consolidated (Whiteford, 2013). Adolescent girls are particularly at risk, with a much higher incidence of depression than males, a trend that persists throughout their reproductive lives. While very little is known about the gendered drivers of depression among adolescent girls and boys, self-harm and suicide in LMICs, evidence from neuroscience and social science suggests that the experience of pervasive gender-based discrimination may be a significant contributor to poor mental health, depression and suicide among adolescents and that this deserves further study (Petroni, Patel, & Patton, 2015).
Good mental health is critical to ensuring healthy transitions to adulthood, with implications for overall well-being, growth and development, self-esteem, positive education outcomes, social cohesion and resilience in the face of future health and life changes (UNICEF, 2012). But few programs and policies have effectively addressed the mental health needs of adolescents. Further, programs and policies that do exist rarely take gender differences into account or reach the most marginalized. Marginalized groups include adolescents that are very young; living in poverty; married; out-of-school; or lesbian, gay, bisexual, transgender and intersex; and others. Not appropriately accounting for and addressing the age-specific, gender-specific and context-specific needs of adolescents can harm them by increasing their vulnerability. Ensuring their healthy development requires a focus on alleviating risks, as well as on factors that can offer protection.
Indeed, understanding adolescent girls’ and boys’ unique and common vulnerabilities to mental health risks, including the impacts of harmful gender norms and the factors that can protect and enhance their mental health and wellbeing, are crucial when considering appropriate policies and interventions. The health and development communities need more research and concrete action...
to ensure a collaborative, coordinated and appropriately sized response to the growing burden of poor mental health among adolescents.
This paper attempts to provide a starting point for discussion about what is currently known about the connections among gender, adolescence and mental health, and to provide some initial considerations to help guide a research and program agenda moving forward. It begins with a broad discussion of gender and health during adolescence, then turns more specifically to what is known about gender and mental health in this important life phase. It then highlights some existing interventions, poses imperatives for future work, and draws conclusions for further consideration. We hope readers find it a valuable contribution to a growing conversation.
**GENDER AND ADOLESCENT HEALTH**
About 1.2 billion adolescents age 10–19 are now alive in the world, nearly 90 percent of them in LMICs (Blakemore & Mills, 2014). Despite the large numbers, adolescence has only recently begun to be taken into account in global health research and programming. Indeed, adolescence has traditionally been viewed as a rather healthy period of the life cycle, requiring less attention than other age periods (Patton et al., 2016). New evidence, however, proves that it is not necessarily free of significant health concerns (Patton et al., 2016).
Sex-differentiated mortality and morbidity patterns begin to emerge during adolescence, with variations in some cases due to differences in biological and environmental risk factors and interactions (Blum, Astone, Decker & Chandra-Mouli, 2014; WHO, 2017). Road injury is the leading cause of death in both young and older adolescent males, but for females the leading cause of death changes from lower respiratory infections among younger girls to maternal conditions among older adolescents (WHO, 2017). Girls and young women are also up to three times more likely than boys to have depressive disorders and to attempt self-harm (WHO, 2014a), which is one of the leading causes of death among adolescent girls. Concurrent mental and physical disorders are linked to higher mortality and morbidity (Tiihonen et al., 2009), suggesting a need to integrate delivery of currently segmented mental and physical health care and services.
Structural determinants of health—the social, economic and political contexts that contribute to health disparities—can lead to differences in status, power, privilege and access to resources and information (Population Reference Bureau, 2014). Structural factors such as national wealth, income inequality and access to education are strong determinants of adolescent health at the population level (Viner et al., 2012). Gender norms further influence adolescent girls’ and boys’ susceptibility and exposure to different health risks, as well as access to and use of treatment and diagnosis of health conditions, including mental health. Yet gender, as a key determinant of health, has often been neglected in health research and programming.
Girls living in many LMICs face a variety of social and cultural factors that place them at risk of poor health. Adolescent girls and young women often lack a full range of opportunities and are devalued because of gender bias and low social status. Girls are more likely than boys to be married as children, to drop out of school and to experience forced sexual initiation (UNICEF, 2012). Girls who marry before age 18, as 15 million do each year, face diminished opportunities for education and paid employment, reduced agency and decision-making capacity and increased risk of intimate partner violence. Child brides are also exposed to health risks from early pregnancy, greater maternal and infant mortality and heightened vulnerability to HIV/AIDS and other sexually transmitted diseases (Klugman et al., 2014).
Gender norms can reinforce girls’ and young women’s unequal position in relationships, which can reduce their ability to refuse sexual advances and to negotiate safer sexual practices, including condom use. Nearly 30% of adolescent girls age 15–19 report lifetime physical and/or sexual violence by an intimate partner (WHO, 2013) and, in many countries, girls are several times as likely as boys to become infected with HIV. In sub-Saharan Africa, for example, young women age 15–24 are twice as likely as young men to be living with HIV (Joint United Nations Programme on HIV/AIDS, 2014).
Boys and young men also face gendered influences on their health. Cultural expectations of “what it means to be a man” may lead boys to engage in risky and health-harming behaviors, such as early and heavy smoking and use of alcohol and illicit drugs (UNICEF, 2012). They may, for example, be less inclined to wear helmets and seat belts and more inclined to drive fast, engage in risky sexual behaviors and act violently to demonstrate their masculinity.
Important strides were made with the Millennium Development Goals (MDGs) to reduce maternal and child mortality and malnutrition and combat HIV/AIDS, malaria and tuberculosis, but the MDGs paid little attention to adolescent girls and boys specifically. The more recent inclusion of adolescent health in the United Nations Secretary General’s Global Strategy for Women’s and Children’s Health, as well as targets directly linked to adolescent health in the Sustainable Development Goals (SDGs) represent important opportunities to expand attention to health in this critical age cohort.
It is important to acknowledge that, while the evidence base on adolescent health is growing, tremendous gaps exist. Health interventions for adolescent girls and boys have historically focused on sexual and reproductive health and HIV/AIDS. For this reason, the collection and reporting of data regarding early pregnancy, sexually transmitted infections, maternal health and associated sexual and reproductive health outcomes are relatively strong (Blum, Bastos, Kabiru, & Le, 2012; Patton et al., 2016). Even here, however, scant data exist for very young adolescents (age 10-14), and because of poor records, social norms and other barriers, much of the data that do exist likely do not capture the true scope and scale of their health issues and challenges. Non-communicable diseases are also rapidly rising in LMICs, yet limited attention has been given to this area.
Just as this lack of data poses challenges to health practitioners, planners and policymakers, so too is a lack of information a major barrier for adolescent health, particularly for adolescent girls. Inadequate access to sexuality education and appropriate sexual and reproductive health services, combined with a dearth of information about their own bodies and sexuality more generally, contributes to a lack of power in girls’ relationships and puts them at increased risk of unwanted and high-risk sexual encounters.
The *Lancet Commission on Adolescent Health and Wellbeing* recommends that the global development community adopt a broader concept of adolescent health that includes not only sexual and reproductive health, but also infectious diseases, nutritional deficiencies, injury and violence, non-communicable diseases and their risk factors, as well as mental health and substance misuse (Patton et al., 2016). Addressing this full range of issues requires improved health and social services that better respond to adolescents’ health needs, even as they vary by age, cognitive capacity, sexual orientation and gender identity and the diverse contexts in which adolescents grow and develop. Service delivery models must be informed by data on the gender-related barriers that hinder adolescents’ use of health services. As adolescent health is often determined by factors beyond the realm of the health sector, strategies should be built on multisectoral action.
**GENDER AND MENTAL HEALTH IN ADOLESCENCE**
Mental disorders commonly emerge during the adolescent years, influenced both by the biological, emotional and cognitive processes associated with puberty and by the social contexts surrounding adolescents as they mature through this important phase of life (Patton et al., 2016). The existing literature suggests complex and important links among the adolescent developmental phase, gender norms and mental health.
First, we know that adolescence is a period of rapid biological, psychological and social change. Some research has found that puberty, especially early puberty, can trigger psychological stress for both girls and boys (Mensah & Patton, 2013). Pubertal development, brain maturation and increasing sensitivity to social cues (which in themselves can be influenced by gender norms) are all features of adolescence. From neuroscience and genetics, we know that the adolescent brain is highly dynamic, and that environmental and
genetic factors interact to influence the probability “that environmental influences (such as gender roles) may influence the specific expression of the phenotypes associated with these pathways” (Patel, 2013).
Pubertal processes, including gonadal hormone changes, may be relevant to understanding sex differences in the pattern of mental and behavioral problems that emerge during adolescence (Goddings, 2015). Girls are no more likely than boys to evidence depression in early childhood, but after puberty, girls’ risk of depressive disorders increases drastically, and there is a significant gender gap. Females are between 1.5 and 2 times more likely than males to be diagnosed with depression, both during adolescence and throughout their lives (Patel, 2013). Table 1 illustrates data from the Violence Against Children Surveys (VACS) for six countries, which demonstrate the difference in suicidal ideation (having ever considered killing oneself) between adolescent females and males.
**ACCORDING TO THE WORLD HEALTH ORGANIZATION:**
*Gender is a critical determinant of mental health and mental illness. The morbidity associated with mental illness has received substantially more attention than the gender-specific determinants and mechanisms that promote and protect mental health and foster resilience to stress and adversity. Gender also determines the differential power and control men and women have over the socioeconomic determinants of their mental health and lives, their social position, status and treatment in society, and their susceptibility and exposure to specific mental health risks* (WHO, 2014b).
Both girls and boys are affected by social norms and expectations based on their gender and sexuality. Gender role differentiation increases during adolescence, and discrimination based on gender also intensifies during this critical phase of development (Petroni, Patel, & Patton, 2015). Rigid gender norms can profoundly and negatively affect both girls and boys and can particularly constrain girls’ aspirations and opportunities. They can influence girls’ ability to travel or attend school, the places they can and cannot go in the community, and the nature and types of social interactions they are permitted to engage in. Boys are more able to move freely about and thus have greater opportunities than girls to participate in society and in income-generating activities (Lundgren et al., 2013).
Gender intensification – the increased pressure for adolescents to conform to culturally sanctioned gender roles – has been posited as an explanation for gender differences in depression (Hill & Lynch, 1983). These pressures come from a variety of sources, such as parents, peers, educators and the media. While gender socialization starts at birth, early adolescence (age 10–14) is a critical point, as puberty intensifies social expectations from family members and peers related to gender.
Attitudes that endorse norms perpetuating gender inequality can be harmful to both boys and girls. A mixed-method systematic review suggests that young adolescents in a variety of cultural settings commonly endorse norms that perpetuate gender inequalities, and that parents and peers are central in shaping such attitudes (Kagesten et al., 2016). Also, while the evidence base in low-income countries is scant, data from high-income countries suggest that gender role conflict serves as a potential risk factor for suicidal behavior in adolescents (Pinhas, Weaver, Bryden, Ghabbour, & Toner, 2002).
Evidence from diverse countries demonstrates that exposure to gender discrimination, physical and
emotional abuse, violence, poverty, social exclusion, educational disadvantage, harmful gender norms and psychological stress that accompanies humanitarian crises can all increase mental health problems, including depression (Landstedt, Asplund, & Gillander, 2009; Reiss, 2013; Aggarwal & Berk, 2014; Rhodes et al., 2014; Kagesten et al., 2016). In most countries, girls are at greater risk than boys for all these precursors. Indeed, while gender inequalities affect the lives of both boys and girls, they disproportionately disadvantage girls.
Gender-specific risk factors for girls can include unequal access to resources, decision-making power and education; gender-based violence; and discriminatory practices such as child marriage (Le Strat, Dubertret, & Le Foll, 2011; Rhodes et al., 2014). These risk factors interact with culture and socioeconomic circumstances to elevate exposure and vulnerability to health risks, such as depression, self-harm and suicide. Other research finds that negative, humiliating, or entrapping interpersonal events can join social stress in precipitating women’s depression (Broadhead & Abas, 1998; Patel et al., 2001; Brown, 2002; Kessler, 2003). For boys, endorsement of stereotypical masculine norms has been associated with substance abuse, delinquency, perpetuation of interpersonal violence and reduced help-seeking (Rhodes et al., 2014).
While roughly as many boys as girls age 15–19 die from suicide each year, girls and boys face different risk factors and suicide attempts. Data from some countries suggests that girls are more likely to attempt suicide, which causes an unrecognized burden of disability, while boys may have greater access to more lethal methods of self-harm, so they tend to die at higher rates per suicide attempt. Girls are often among the most socially and economically marginalized members of communities, and evidence suggests that such marginalization can contribute to greater risk of suicide (Patton, 2014). To address these challenges, the gendered differences in both motivation and means of self-harm need to be better understood, particularly in developing country settings, where both evidence and interventions are scarce.
**Gender-specific risk factors associated with poor mental health**
Forms of gender-based discrimination that become exaggerated during adolescence include violence; child, early and forced marriage; sexual abuse and exploitation; limitations on reproductive control; exclusion from education, employment and decision-making; and unequal chore burdens and caretaking responsibilities (Petroni, Patel, & Patton, 2015). Gender-role conflict, defined as psychological or social difficulty arising when individuals have internalized characteristics other than those traditionally ascribed to their sex, can affect adolescents facing contradictory societal and familial role expectations. They may find themselves with conflicting desires, which increase their risk for suicide (Pinhas et al., 2002). Girls’ lack of social power also makes them more vulnerable than boys to specific major traumas, particularly sexual abuse. Traumas may contribute directly to depression by making girls feel they are helpless to control their lives, and may also contribute indirectly by increasing girls’ reactivity to stress.
Gender-based violence is also associated with a higher prevalence of mental health problems. Sexual assault at any age is closely associated with depression and anxiety disorders, and women who have experienced sexual assault either in childhood or as adults are also more likely to attempt suicide than other women. There are also associations between boys’ experience of violence or neglect and their perpetration of violence as adults, suggesting multigenerational impacts of violence and adverse mental health outcomes (Heilman, Herbert, & Paul-Gera, 2014). Far more research needs to be done on how violence or the threat of it affects the mental health of adolescent boys and girls throughout their lives.
Child marriage has been associated in a limited number of studies with increased odds of suicidal thoughts (Gage, 2013). Adolescent girls in South Asia have cited early marriage and intimate partner violence as drivers of self-harm and suicide (UNICEF, 2014). Defined as a legal or customary union between two people, at least one of whom is below age 18, child marriage disproportionately affects girls, who are typically married to older boys and men (Warner et al., 2013). Although child marriage is a
violation of international human rights standards, as well as national law in most countries, it continues to be a pervasive practice throughout the developing world, with one in three women age 20–24 married before age 18 (United Nations Population Fund, 2014). In many parts of the world, a girl’s greatest asset is perceived to be her marriageability and fertility. Expectations and control of these perceptions, as well as related social pressures, result in many girls marrying and bearing children young, often before they are physically or emotionally prepared.
Closely related to the phenomenon of child marriage is early and high-risk pregnancy. In societies where access to sexuality education, contraception and safe abortion is limited, girls who become pregnant outside of wedlock may believe that self-harm or suicide are their only alternatives (Petroni, Patel, & Patton, 2015).
Stigma and discrimination increase vulnerability to depression and suicide, and stigma and discrimination can be fueled by gender norms. Girls and boys of a different sexual orientation or gender identity than social norms or laws prescribe face even greater risk of depression and suicide. According to WHO, discrimination experienced by people who identify as gay, lesbian, bisexual, transgender, or intersex are among subgroups who may experience “loss of freedom, rejection, stigmatization and violence that may evoke suicidal behavior” (WHO, 2014c). People living with or affected by HIV—a large proportion of young people in many parts of the developing world—are more vulnerable to poor mental health outcomes as well. For example, a study in South Africa found that adolescents with parents who died or were sickened by HIV had sharply higher rates of suicide behaviors than other adolescents, and that rates were higher among females than among males (Cluver, Sherr, Orkin, & Boyes, 2014).
Critical new evidence points to the need for urgent attention to adolescent mental health in emergency settings. Specific vulnerabilities of women, children and adolescents living in humanitarian crises threaten their health and well-being. The mental health of children who have been forcibly displaced is of particular concern because poverty and exposure to violence in their countries of origin, followed by migration and finally resettlement into a new context, expose them to several and cumulative risks to their physical, emotional and social development.
Exposure to conflict and resettlement stress can vary by sex. Boys and girls in conflict situations, facing loss of property, homes and livelihoods, may join resistance groups or marry early to protect against sexual violence. Boys and girls have different likelihoods of being exposed to events such as gender-based violence or recruitment as child soldiers, and there are differences in family and societal responses to distress in boys and girls (Mels, Derluyn, Broekaert, & Rosseel, 2010).
We hypothesize that rigid social norms and gender-based discrimination limit the perceived control that both girls and boys have over their own lives and futures, and that this perceived lack of control can have deleterious effects on their mental health and overall well-being. Evidence that shows how gender norms and gender-based discrimination may harm the mental health of girls and boys can inform policies and programs that seek to improve their overall well-being. More rigorous evidence of this kind is greatly needed across LMICs.
**ADOLESCENT MENTAL HEALTH INTERVENTIONS IN LMICS**
The burden of poor mental health in adolescents spotlights a growing need to identify and implement effective interventions for them. Systematic reviews of adolescent mental health interventions from both LMICs and high-income countries demonstrate that comprehensive mental health promotion interventions, delivered in collaboration with families, schools and communities, lead to improved mental health, social functioning and general health behaviors (Barry, Clarke, Jenkins, & Patel, 2013; Das et al., 2016).
In LMICs, mental health and psychosocial support programs for adolescents (see box 1 on page 7) have largely been confined to the humanitarian sphere. Populations affected by humanitarian crises have multiple and complex needs and require a comprehensive mental health and case management approach that identifies, supports and protects those who are vulnerable, while promoting stability and recovery.
Gender and age considerations appear to be reflected in the way the humanitarian community assesses needs and implements emergency response and recovery operations (Mazurana, Benelli, Gupta, & Walker, 2011; DARA, 2011; Plan International, 2013).
For example, the *I’m Here* approach outlines a roadmap for mainstreaming adolescent girls into emergency response programs and for collecting information that can inform the design of targeted humanitarian interventions that address girls’ vulnerabilities (Women’s Refugee Commission, 2014). However, few programs specifically address gender norms, and scientific evidence on the mental health and psychosocial supports that prove most effective in emergency settings is still thin (see Annex).
Schools are one of the most important settings for promoting the mental health of adolescents, as they provide a forum for advancing social and emotional competence as well as academic learning. Mental health promotion and universal prevention interventions designed for school-going adolescents range in focus from the development of social, emotional, problem-solving and coping skills to mental health promotion, combined with sexuality education or physical fitness programs (Barry et al., 2013). Most of the school-based life skills and resilience programs in LMICs indicate positive effects on students’ self-esteem, motivation and self-efficacy, though there are differential effects for gender and age groups (Mason-Jones et al., 2012).
School-based programs incorporating life skills and social and emotional learning, along with early interventions to address emotional and behavioral problems, can improve social and emotional functioning, health behaviors and academic performance. Robust evidence from a systematic review of mental health promotion programs in LMICs found that school-based interventions can also reduce depression and anxiety while improving coping skills (Barry et al., 2013).
Key barriers to the sustainable delivery of mental health or psychosocial interventions in LMICs include limited funding and infrastructure, chronic shortage of mental health professionals, lack of treatment adapted to the local context and challenges associated with training and supervision. Further, without specific attention to gender differences and the social norms that may be influencing poor mental outcomes, clinical interventions are likely inadequate to address the many challenges.
Indeed, it is likely that programs addressing the impact of gender norms on adolescent mental health will not necessarily have an explicit mental health focus. Programs that promote more equitable gender norms and aim to empower adolescent girls may not only shift social norms but also have the consequence, intended or not, of improving mental health outcomes for both boys and girls.
For example, adolescent girl-focused programs that take a comprehensive approach to addressing girls’ multiple vulnerabilities, such as social isolation, economic insecurity, lack of access to health services and sexual and gender-based violence (Erulkar, Ferede, Girma, & Ambelu, 2013), may be excellent springboards from which to build the evidence base on adolescent mental health outcomes. Programs that build the assets of girls or address masculinity in boys can similarly provide opportunities to measure mental health or psychological well-being outcomes. Such programs must be paired with efforts to shift norms at the family and community level to create an enabling environment for change.
A growing evidence base suggests that efforts to engage men and boys to promote health, prevent violence and advance gender equality can also serve as opportunities to address and improve gender norms (Namy, Barker and Dworkin, 2014), though much more needs to be done to
understand the most effective ways to change harmful norms related to masculinity. An important step in gender-based programming for men and boys seems to be acknowledging explicitly that prevailing gender-inequitable definitions of manhood are part of the problem.
**IMPERATIVES FOR THE FUTURE**
The global development community is beginning to recognize the importance of mental health and well-being. The inclusion of mental health in the SDGs and the WHO Comprehensive Mental Health Action Plan for 2013–2020 are major steps toward recognizing and addressing the magnitude of the problem, but mental health disorders remain largely undertreated, particularly in LMICs. Investments in mental health programs in LMICs are also not proportionate to the burden of these disorders, with most countries investing less than one percent of their health budgets in mental health services (WHO, 2015).
In addition to inadequate funding, a dearth of appropriately trained human resources, lack of effective policies, competition with other basic health priorities and gender-irrelevant programming all suggest limited capacity on the part of most LMICs to prevent and respond to the mental health needs of adolescents. Also, a tremendous challenge to progress in this area is an inadequate evidence base, particularly around the influence of gender norms as a driver of poor mental health.
Mental health policies and programs in LMICs must incorporate a far greater understanding of gender dynamics to be most effective. Further, they should be developed in consultation with adolescent girls and boys to increase their relevance and effectiveness. Qualitative and quantitative research can generate a deeper understanding of the intersections between gender, adolescence and mental health in LMICs, including among hard-to-reach adolescent populations.
Qualitative research can focus on understanding the ways adolescents perceive gender roles and expectations and how these perceptions affect their psychosocial stress and mental health outcomes, including depression and suicide. Quantitative research, in the form of household surveys, can help to determine the prevalence and psychosocial correlates of mental health problems among both in-school and out-of-school adolescents and identify context-specific risk and protective factors, including gender-specific risk factors. More implementation or operations research can help to identify some of the factors that promote mental health and reduce the risk of depression and suicide while building the resiliency of adolescent girls and boys. Results from such studies could be used to design suitable intervention programs at the school, community and primary-care levels.
School health services may be a priority area for strategic mental health interventions, given the growing retention of adolescents in secondary education and the health services’ responsiveness to adolescents’ needs. In many contexts, community-based interventions may also be effective and likely to remain important in places where harmful gender norms prevail and where rates of secondary school attendance are low.
The magnitude of the public health problem of suicidal behaviors creates an urgent need for governments to develop comprehensive national suicide prevention strategies that give context to the problem and outline specific actions to take at multiple levels. Without such a strategy, governments cannot put in place mechanisms to address this issue in a sustained manner. Health care services also need to incorporate suicide prevention as a core component, including mental health care training for health workers and community outreach workers, so they can serve in the frontline of suicide prevention (Devries et al., 2011; Garcia-Moreno et al., 2015; WHO, 2014c).
The provision of clinical or medical services alone is clearly inadequate to address the negative impacts that gender norms may have on mental health. If gender discrimination, gender-based violence, gendered barriers to care and gender-role stereotyping underlie mental health problems, these must be addressed through policies, programs and interventions that can be offered by medical professionals and clinicians.
CONCLUSION
There is growing recognition within the international community that mental health improvement is a neglected yet essential lever for achieving the SDGs. Despite this recognition, few donors have prioritized the issue, and a mental health program gap continues among LMICs. Failure to invest in the mental health care of adolescents, in particular, will negatively influence not only the health of this generation but also that of future generations. It is therefore imperative to identify ways in which to improve adolescent mental health.
To better understand the intersection between gender, adolescence and mental health, the International Center for Research on Women, a U.S.-based research institute, together with UNICEF, convened 32 experts from academia, civil society and bilateral, multilateral and private donor institutions for a consultation. The convening aimed to bring experts from diverse disciplines to discuss immediate research and programmatic priorities for designing and implementing gender transformative mental health programs.
Recommendations from the convening will be available in a forthcoming publication.
An enhanced understanding of the distinct mental health challenges that face adolescent girls and boys in different contexts, and of the ways these challenges are affected by gender-based discrimination, can help to identify gaps and establish a course of action for generating new evidence on risks and protective factors.
The SDGs provide an opportunity for renewed attention to meeting the health care needs of adolescents through strengthening health systems, focusing on mental health in the global health care agenda, improving the organization of and integrating mental health services into general health care, addressing the gendered drivers of mental health and developing policies to inform the design and implementation of gender-transformative interventions in LMICs. Prioritizing research and action can help on all these fronts.
This annex provides examples of interventions in low- and middle-income countries (LMICs) that work to improve mental health outcomes for adolescents. While some do not have an explicit gender focus, they could be considered for future adaptation with more focus on gender.
**PROGRAMS IN HUMANITARIAN SETTINGS**
**International Medical Corps**
In 2015, the International Medical Corps (IMC) set up mental health and psychosocial support programs in 24 countries (https://internationalmedicalcorps.org/mentalhealth). IMC also launched a regional initiative that provides mental health and psychosocial support in five countries: Syria, Iraq, Jordan, Lebanon and Turkey. IMC’s Mental Health and Psychosocial Support team works with local partners to assist children and their families with child-friendly safe spaces and activities in urban and refugee camp settings (IMC, 2015).
The program uses a comprehensive mental health and case management approach that identifies, supports and protects the vulnerable and promotes stability and recovery. The program also strengthens national health systems by training medical and nonmedical professionals to detect and address mental health problems. Case managers then follow up to ensure that those with mental health issues are put in touch with any additional services they need.
IMC also integrates innovative strategies into its core programs to address gender-based violence in Africa, Asia, the Middle East and Russia in areas of armed conflict and post-conflict. They are part of more stable community-based development and capacity-building projects and are also a component of integrated health programs related to human immunodeficiency virus/acquired immune deficiency syndrome (HIV/AIDS), nutrition, or reproductive health.
In Jordan, IMC conducted a *Youth Empowerment Program* (IMC & United Children’s Fund, 2013) involving Iraqi refugee and vulnerable Jordanian young people in learning life skills and participating in community restoration projects. Participants reported decreased depression and anxiety and improved social support and community connectedness. IMC Jordan also organized a photo camp for vulnerable children and young people in partnership with National Geographic, resulting in building skills among the young people as well as in international exhibitions. IMC’s projects for children and young people are not only recreational but also aim to build key life skills, involve families and community leaders, strengthen social support networks and make important contributions to community building.
**Mercy Corps**
Syrian refugee children and adolescents are experiencing a variety of hardships, including isolation and insecurity, psychological distress, extended disruptions of education and exploitative employment (United Nations High Commissioner for Refugees, 2013). In 2013, Mercy Corps, along with UNICEF, Save the Children and World Vision, spearheaded the *No Lost Generation campaign* to mitigate the devastating impact of the Syrian crisis in various countries. The Advancing Adolescents program, funded by the government of Canada, was designed to strengthen the resilience of young people and enable them to cope with stresses they face and to master practical skills essential to leading healthy lives (Mercy Corps, 2014).
The program, called *Busma* in Jordan and *Nubader* in Lebanon, targets the most vulnerable and isolated refugee and host-community adolescents age 13 to 17 and aims to improve their psychosocial well-being, enhance their ability to develop goals and learn life skills and increase social cohesion among Syrians and host communities. Community-based organizations serve as safe hubs that are led by trained local coaches to foster enriching interactions among community members. Mentors offer educational and skills-building training in safe and familiar locations in the community.
Young people, community leaders, elders and recognized safe people from the community are recruited to form Community-Based Protection Networks (CBPNs), which
are first-response mechanisms for child protection in these isolated areas. By building the capacity of the team, the networks, community-based organizations, coaches and mentors to deal with gender issues and gender-based violence (GBV), the program aims to influence change in young people’s traditional perceptions. Through the CBPNs it also responds to and prevents gender-based violence. Activities specifically address boys’ and girls’ different needs and priorities, as identified in the situational assessment.
**International Rescue Committee**
The International Rescue Committee’s *Women’s Protection & Empowerment* program in Jordan focuses on interventions that address GBV, specifically violence against Syrian and Jordanian women and girls. The prevention component focuses on raising awareness of the program’s services and decreasing the risks of GBV by offering activities for adolescent girls, working with parents and promoting socioeconomic empowerment.
The response component involves providing comprehensive psychosocial support services, including case management and counseling. Recognizing the gendered impacts of this conflict on Syrian refugees, the IRC has established adolescent girl groups in urban areas to help girls connect with one another, develop life skills and discuss issues they face during adolescence. These groups follow the IRC Jordan’s 12-week adolescent girl curriculum, which covers issues such as decision-making, communication, early marriage and menstruation.
The IRC’s Girl Empower (GE) program in Nimba County, Liberia, is an innovative program to equip girls age 13-14 with the skills and experiences necessary to make healthy, strategic life choices and to stay safe from sexual and abuse and exploitation. The program offers a combination of mentorship, asset-building, discussion groups and local capacity-building. As part of the program, the IRC invites adolescent girls in rural communities to join groups led by trained local mentors. During weekly meetings, the girls learn about life skills and financial literacy and open savings accounts with seed money from the program.
The program also holds monthly discussion groups for caregivers of participants and trains local health and psychosocial care providers on ways to improve services for GBV survivors. The Population Council, Innovations for Poverty Action and the World Bank are evaluating the program’s efficacy in preventing GBV via a randomized control trial featuring a control group, a standard GE group and a GE+ group, where girls and their families experience everything offered by the GE group but are also given small cash incentives to encourage regular meeting attendance.
**CARE’s Young Men Initiative**
The Young Men Initiative (YMI) is a promising, evidence-based strategy for engaging young men in the Western Balkans in promotion of gender equality and prevention of violence. Formative research first identified and explored gender norms and expectations that influence and contribute to young men’s discriminatory and violent behaviors. The results informed development of an intervention, which is comprised of social media campaigns and a school-based curriculum (adapted from Promundo’s “Program H” model). The goal is to help young men age 13-19 to deconstruct masculinity and reflect on ways that unhealthy gender norms lead to inequitable treatment of women and girls.
The Program H activities have been shown in rigorous studies to lead to positive changes in young men’s gender attitudes and behaviors related to violence and HIV prevention (http://www.promundo.org.br/en/activities/activities-posts/program-h/). Preliminary results suggest the project led to an increased uptake of gender-equitable attitudes on violence, homophobia, family dynamics and sexual and reproductive health (CARE International, 2012).
**HealthNet TPO**
HealthNet TPO (http://www.healthnettpo.org/en/), a Dutch aid agency, delivers a multitiered psychosocial care package combining promotion of mental health, prevention and treatment to address the needs of
at-risk children and adolescents in conflict-affected settings, including Afghanistan, Burundi, Cambodia, Democratic Republic of Congo, Iraq, Lesotho and Nepal. Health promotion activities include peer support groups, community sensitization and psycho-education to increase awareness of the mental health needs of children and promote community resilience.
Prevention activities target subgroups of children with psychosocial distress, as identified by a brief screening tool in schools. A structured group intervention addresses symptoms of distress and strengthens factors to protect children against developing mental health problems. Treatment is provided in the form of individual counseling, parental support and referral to a psychiatrist when necessary. Throughout the programs, HealthNet TPO is sensitive to gender inequity and violence in relations on all levels.
**School-Based Mental Health Interventions**
Promising school-based mental health interventions include the *Resourceful Adolescent Program* in Mauritius, an evidence-based intervention using cognitive behavioral and interpersonal therapy delivered by teachers to secondary school students age 12–16 (Rivet-Duval, Heriot, & Hunt, 2011). A randomized clinical trial demonstrated significant improvements in depressive symptoms, hopelessness, self-esteem and coping skills. Classroom-based psychosocial interventions among children age 6–11 and adolescents age 13–16 in armed conflict settings also have had significant positive effects on social and emotional well-being and communication skills, reducing problems with conduct and peers (Khamis, Macy, & Coignez, 2004).
**Community-Based Mental Health Interventions**
Evidence from community-based mental health delivery programs specifically targeting young people in LMICs suggests positive impacts. A review identified eight studies evaluating out-of-school community interventions for adolescents in five countries (Barry, Clarke, Jenkins, & Patel, 2013). Four studies were conducted in South Africa and one each in India, Honduras, Egypt and Uganda.
Interventions included a multicomponent school- and community based-intervention for young people age 16–24 (Balaji, Andrews, Andrew & Patel, 2011); a family-based strengthening program (*Familias Fuertas*) for parents and their adolescent children (Vasquez et al., 2010); a multidimensional program (*Ishraq*) aimed at improving life skills, literacy, recreational activities and health knowledge for girls age 13-15 in Egypt (Brady et al., 2007); and combined HIV prevention and life skills intervention (*Stepping Stones and Collaborative HIV Adolescent Mental Health Program [CHAMPSA]*) for adolescents in South Africa (Bell et al., 2008; Jewkes et al., 2008).
Balaji et al. (2011) found that the community-based youth health intervention in India resulted in significant improvements in participants’ depression scores, reported levels of suicide behavior and knowledge and attitudes about mental health. Long-term findings from the Stepping Stones intervention include reduced physical and sexual partner violence at two years’ follow-up and reduced substance abuse at one-year follow-up (Jewkes et al., 2008).
The Friendship Bench aims to reduce the mental health treatment gap by training lay health workers to recognize mental illness using a locally validated assessment tool, and to offer evidence-based problem-solving therapy in Zimbabwe (Chibanda, 2015). It consists of up to six structured 45-minute sessions delivered on a wooden bench within the grounds of the clinic. Health workers train and supervise grandmother health providers to use problem-solving therapy with clients over age 18. The Friendship Bench Program has been scaled up to 72 clinics in the cities of Harare, Gweru and Chitungwiza, with over 27,500 people now receiving treatment.
A cognitive behavioral treatment (CBT) intervention for adolescents age 12-18 with a history of suicide attempts has been implemented in psychiatric inpatient units in Iran (Alavi et al, 2013). Participants receive 12 sessions of therapy involving safety planning, psycho-education, reasons for living, case conceptualizing, mood monitoring, problem solving, goal setting, using social supports and improving family communications.
Participants’ parents attend some of the sessions with their children. The intervention has led to a significant decrease in adolescent suicidal ideation and behaviors. Mental health interventions for HIV-positive young people have demonstrated promise when delivered by lay counselors (Donenberg et al., 2015). The Kigali Impereheza Project in Rwanda is trauma-focused cognitive behavioral therapy delivered by HIV-positive youth leaders. It has demonstrated reduced depression, anxiety and trauma after six months of treatment. The Indigenous Leader Outreach Model has demonstrated high potential to strengthen local capacity to improve mental health among adolescents.
The Family Strengthening Intervention (FSI) aims to reduce mental health problems among HIV-affected children through improved child-caregiver relationships, family communication and parenting skills, HIV psychoeducation and connections to resources (Betancourt et al., 2014). Findings indicate that caregiver-reported improvements in family connectedness, good parenting, social support and children’s pro-social behavior were sustained and strengthened over six months. Significant improvements were found in caregiver-reported child perseverance/self-esteem, depression, anxiety and irritability. Significant decreases in child-reported harsh punishment were observed at post-intervention and follow-up, and decreases in caregiver-reported harsh punishment were also recorded. The FSI is a feasible and acceptable intervention that shows promise for improving mental health symptoms and strengthening protective factors among children and families affected by HIV in low-resource settings.
A series of programs attempting to address inequitable gender norms have engaged boys and men and demonstrated that these gender-focused interventions can lead to reductions in violence and to other positive health outcomes (Barker et al., 2010; De Koker et al., 2014; Dworkin, Treves-Kagan & Lippman, 2013; Jewkes et al., 2008). However, rigorous evaluations of only a small number of these programs have been documented in the scientific literature, and recent literature reviews have revealed that existing evaluations have various limitations, including a lack of comparison groups and standardized or validated measures, no exploration of effects across types of interpersonal violence (IPV), inadequate follow-up rates and limited use of theoretical frameworks (De Koker et al., 2014; Dworkin, Treves-Kagan & Lippman, 2013). The Male Norms Initiative, a community based project in Ethiopia has demonstrated support for gender-equitable norms and reductions in IPV among young men. The 2 main intervention components were interactive group education (GE) and community mobilization and engagement activities (CE) aimed at raising awareness and promoting community dialogue. The interventions focused on promoting critical reflection regarding common gender norms that might increase the risk of violence or HIV and other STIs (e.g., support for multiple sexual partners and acceptance of partner violence). Through this reflection, the participants were able to identify the potential negative outcomes of enacting these norms and the potential positive aspects of more gender-equitable behavior. In addition, the activities engaged the wider community in supporting a shift in specific harmful norms. Engaging Boys and Men in Gender Transformation, a manual based on EngenderHealth and Promundo’s gender-transformative programming, was used to facilitate the reflection process (ACQUIRE Project, 2008)
EXAMPLES FROM UNICEF COUNTRY OFFICE PROGRAMS
Adolescent mental health, within the broader scope of adolescent health, is a “learning” agenda for UNICEF, and as such is included in the agency’s new Strategic Plan for 2018-2021. The following are examples of work in this area by some of UNICEF’s regional and country offices:
UNICEF LATIN AMERICA AND THE CARIBBEAN OFFICE (LACRO)
In 2016, LACRO began analyzing the key issues for adolescent health in Latin America and the Caribbean (LAC), and how UNICEF can contribute to ensuring adolescent wellbeing. A framework for Gender-Responsive Adolescent Health (GRAH) for LAC was developed, where mental health is one of the six pillars of action. The framework is in its final stages and will be disseminated to Country Offices in the region in mid-2017. One of the key priority issues identified by LACRO is data gaps in the
areas of both strategic advocacy and programming, be it in relation to disaggregated information for the 10-14 and 15-19 age groups, existing policies and programs and whether they are adolescents and gender-responsive, determinants of adolescent health, stakeholder mapping, influencers of adolescent choices and of adolescents’ perceptions of mental health; and the impacts that gender, sexual orientation and ethnic origin may have on adolescent mental health. In this regard, LACRO is planning a study to examine the exposure of adolescents to and their use of social media and its impact on their mental health.
UNICEF Argentina has recently started working on a series of new approaches related to adolescent health. This includes a study on adolescent suicide; experiences with community mobilization and creation of “centros de escucha” (listening spaces); linkages between health and education services and the creation of health advisories in secondary schools; and forums for adolescent with multisectoral participation where adolescents can discuss adolescent pregnancy and mental health. The main concept beyond this work is the need to create an “egalitarian” environment that respects differences; supports adolescents in the construction of identity and autonomy; promotes the non-judgmental listening of adolescents by parents, and the generation of safe space for adolescent participation.
UNICEF Brazil has been working on adolescent development and has supported the development of a national policy on adolescent mental health, including the establishment of child and adolescent psychosocial support centers.
UNICEF Jamaica conducted a study on youth suicidality in 2014, and prepared three case studies on suicide among indigenous adolescents in 2012 that highlighted difficulties with the exposure to different cultural norms when living outside of indigenous communities.
**UNICEF Kazakhstan**
In early 2015, three Kazakhstan ministries (Health, Education and Internal Affairs) and UNICEF joined efforts to develop a two-year inter-sectoral project on prevention of suicides among adolescents in Kyzylorda province. The pilot model is evidence-based, combining recognized approaches. It has three components: raising adolescents’ awareness with interactive lessons and program communication material promoting mental health and health-seeking behavior and referral services; equipping school psychologists with tools (psychometric instruments) and skills to identify and follow up on high-risk cases, and building capacity of school staff to act as suicide-prevention gatekeepers; and promoting referral and follow-up by medical and mental health specialists.
In its first year (school year 2015–2016), the project reached over 35,000 adolescents and 23,630 staff in 312 educational organizations. Adolescents identified at high risk of suicidal behavior (997 adolescents, or 3% of participants) were referred to the trained health professionals and mentored by school psychologists. An interim assessment of first-year results showed that capacity-building helped reduce stigma and prejudice among education and health professionals and convinced service providers that suicide can be prevented. Awareness-raising and mentoring also promoted health-seeking behavior among adolescents and parents.
Following the intervention, use of the youth hotline increased fivefold. Importantly, trust greatly increased between adolescents and school psychologists, who are now recognized by colleagues and parents as key in suicide prevention. In 2016, a second region (Mangistau Oblast) started large-scale piloting of the project, and seven more regions have indicated readiness to launch similar interventions. Kazakhstan’s efforts have resulted in improved mental health among young people, and the last four years have seen a gradual decrease in both numbers and rates of suicides among adolescents nationwide.
In recent years, donors have supported an increasing number of mental health research initiatives, with a special focus on generating evidence in LMICs. These donors include, for example, the United Kingdom’s Department for International Development, the Wellcome Trust, the United States National Institute for Mental Health, and the European Union, as well as Grand Challenges Canada.
UNICEF China
UNICEF China is conducting a range of activities with a gender-specific focus. They include development of an adolescent health services package, with gender-based interventions targeting higher rates of suicide in girls and substance abuse in boys; the collection of sex-differentiated data on adolescent health through the National Health Service Survey; the creation of gender-specific materials and core messages and organization of gender-specific health promotion activities through a hotline, in schools, and through other channels; and advocacy for gender-differentiated social emotional learning.
Based on the different development characteristics of adolescent boys and girls, and findings from the baseline survey conducted in project areas in 2014, UNICEF China is piloting and testing a social and emotional learning course through strengthening knowledge about gender-differentiated social and emotional learning needs of adolescents for school principals and teachers. A social and emotional learning element is being incorporated into the life skills-based education curriculum being developed with the Ministry of Education. The curriculum is focused on building a supportive environment for psychological health in vocational schools through strengthening the related teacher posts and links with other local social service providers. UNICEF China also advocates for greater recognition of gender-differentiated social and emotional learning needs with education policy-makers, administrators, and related stakeholders.
UNICEF Mongolia
UNICEF Mongolia is supporting a Youth Innovation Challenge on adolescent mental health and prevention of sexually transmitted infections, an effort to develop nontraditional, gender-responsive solutions to challenges in these areas. Workshops among government and private sector stakeholders and parents identify key barriers to delivering services. Selected adolescent girls and boys from urban, suburban, and rural areas who participate in a Youth Forum have contributed to the development of problem statements, assessed the issues from a gender perspective and proposed possible adolescent-centered solutions.
UNICEF Mongolia also implemented some new practices in providing primary-level mental health counseling in schools in geographically-focused areas (GFAs) in the 2012–2016 country program. The program promoted capacity-building for school doctors and social workers in all GFA schools using a UNICEF-supported module on psychological counseling. The module was also embedded into the In-Service Teacher Training Institute in 2016, benefiting 61 first-year school social workers. It was also adapted into an interactive training module, to be used for on-the-job training of school social workers in providing primary-level mental health counseling to adolescents. In addition, UNICEF Mongolia supported programs to improve school extracurricular activities and adolescent life skills-development. The program collaborated with the Ministry of Education, Culture, Science and Sports and nongovernmental organizations to help schools establish and maintain Child Development Centers in all 40 schools within GFAs. These centers then offered programs promoting adolescent personal development and participation in school life through activities such as student publications, debate clubs, student councils, peer education on prevention of sexually transmitted infections, and eco-clubs.
UNICEF also supported the National Authority for Children in designing and implementing life skills programs, which reached about 80% of all adolescents in GFAs. In developing this program, UNICEF supported a 2015 national survey of Strengths and Supports in Lives of Mongolian Youth, which assessed adolescents’ life skills and their ability to manage themselves at home, in school, and in public.
OTHER SPECIALIZED PROGRAMS
Population Council
The Population Council, in partnership with the Ethiopian Ministry of Health and its Regional Bureaus of Women, Children and Youth Affairs, operated the Biruh Tesfa program in urban areas of Addis Ababa, Ethiopia. Biruh Tesfa (Amharic for “bright future”) engaged mentors to offer education, life skills-training, and mentoring to young women as well as referral services to counselors, psychologists and medical staff as needed (Jani et al, 2016).
Biruh Tesfa partnered with a local NGO, the Organization for the Prevention, Rehabilitation and Integration of Female Street Children (OPRIFS), to offer medical care, reproductive health services, and shelter to young women age 7–24 who are victims of violence (Jani & Schenk, 2014). The intervention delivered client-driven, psychosocial counseling, administered by counselors trained in adolescent development, psychological well-being, mental health problems, and factors increasing vulnerability of marginalized adolescents. It included both individual and group counseling sessions, such as creative art therapies and music, drama, and dance (MDD), to participants from two Addis-based service delivery organizations, Biruh Tesfa and Retrak.
The counseling also covered sexual health and HIV/AIDS (risk behavior, knowledge, and prevention strategies, including HIV testing and counseling), alcohol and drug abuse, and experience with violence, as appropriate, with each participant. Significant reductions in attention problems and aggressive behavior were found among female participants, resulting in an overall decrease in mental health problems. No statistically significant reductions were seen in mental health outcomes among young men. Female participants with a mental health issue were less likely to report comprehensive HIV knowledge or perceived HIV risk. For male participants, no significant associations were found between mental health status and HIV-related outcomes.
**Mental Health Innovation Network**
The Mental Health Innovation Network (MHIN), funded by Grand Challenges Canada, brings together researchers working across projects providing comprehensive treatment and care for adolescent mental health problems in community settings. MHIN is led by the Centre for Global Mental Health at the London School of Hygiene & Tropical Medicine and the WHO Department for Mental Health and Substance Abuse.
Following are some examples of projects it supports.
- **Farm Radio International** is an innovative radio-based approach to improving adolescent mental health, part of a larger project called *An Integrated Approach to Addressing the Issue of Youth Depression in Malawi* and *Tanzania*. It addresses adolescent depression by combining empirically validated methods in school-based mental health literacy, training of community-based health care providers, and behavior change communications (Gilberds, Brown, Leclair, Thadzi, & Burnham, 2016).
- The intervention incorporates interactive weekly radio programs for adolescents, offering serialized soap operas, quizzes, and polls that young listeners can participate in free of charge through mobile phones. Teachers deliver an evidence-based mental health curriculum along with school-based radio listening clubs, where students listen to and discuss the radio program together. Teachers are also trained to identify students at risk, and students learn how to identify mental disorders and self-care skills. Concurrently, schools develop links with local community health care clinics so that students can be directly referred to them. Also, community health care workers who have never been trained to identify, diagnose, or treat adolescent depression undergo training. Program results include improved knowledge about depression, decreased stigma, increased help-seeking, and improvements in access to mental health care, community mental health care provision, and young people’s mental health (Gilberds et al., 2016).
- **Giving LIFE A Chance** ([http://www.mhinnovation.net/innovations/giving-life-chance](http://www.mhinnovation.net/innovations/giving-life-chance)) aims to reduce the prevalence of suicide in the Embera community of Chocó, Colombia. It uses a psychosocial intervention for adolescents and young adults delivered by paraprofessionals, combined with culturally appropriate suicide education and prevention work for indigenous communities in the region. The project will evaluate the mental health status of young people who have attempted suicide or who are identified as being at imminent risk of suicide, and it will investigate the community response.
- **The Equilibrium Project** ([http://www.mhinnovation.net/innovations/equilibrium](http://www.mhinnovation.net/innovations/equilibrium)) is an interdisciplinary intervention program designed to promote the social and family reintegration of maltreated children and adolescents in Brazil. Its participants are referred by the juvenile court system for intensive treatment, as most had been living on the streets
before placement in group shelters with supervision. The project offers comprehensive mental and physical health care along with social services in an urban community center where participants can receive specialized services and support for school attendance while participating in social and recreational activities with their peers. Goals of treatment are to decrease symptoms, promote adequate education and social development, and ultimately enable social and family reintegration.
- **Classroom-Based Intervention** has been shown effective in several clinical trials in Indonesia (Tol et al., 2008), Nepal (Jordans et al., 2010), and Sri Lanka (Tol et al., 2012). A series of non-randomized evaluation studies rolled out across Burundi, Indonesia, Nepal, Sri Lanka, and Sudan showed that it improved case detection and made effective care available to over 96,000 children in the five countries (Jordans et al., 2013).
- An innovative mental health care treatment program in the Philippines operates a model clinic for young people with mood disorders, using mindfulness-based cognitive therapy delivered by paraprofessionals (http://www.mhinnovation.net/innovations). The intervention will also create a center of excellence for mindfulness and conduct a randomized clinical trial that will test whether paraprofessionals can deliver mindfulness-based cognitive therapy effectively.
**The Mental Health Gap Action Programme (mhGAP)**
Recognizing the need to provide services for people with mental, neurological and substance abuse (MNS) disorders, the WHO Department of Mental Health and Substance Abuse launched the Mental Health Gap Action Programme (mhGAP) in 2008. The interventions are typically modified from existing evidence-based psychological interventions, with the aim of reducing the burden on scarce available specialists.
These interventions can be delivered over fewer sessions by a non-specialist or provided as self-help. They include group and individual face-to-face non-specialist-delivered meetings, electronic mental health interventions and a multimedia approach involving both audio recording and self-help reading materials. The key objectives of mhGAP are to increase the allocation of financial and human resources for care of MNS disorders and to achieve higher coverage with key interventions in LMICs. Through these objectives, mhGAP provides evidence-based guidance and tools toward achieving the targets of the Comprehensive Mental Health Action Plan 2013–2020. The intervention guides are targeted to non-specialized health care providers, including primary care doctors, nurses, and other health care providers.
WHO has also developed a model describing the optimal mix of mental health services, which proposes the integration of mental health services with general health care (Funk et al., 2004). Services integrated into primary care include the identification and treatment of mental disorders, referral to other levels where required, attention to the mental health needs of people with physical health problems, and mental health promotion and prevention. WHO also has developed a toolkit in collaboration with the Mental Health Commission of Canada to help communities identify, prioritize, and implement suicide prevention activities as appropriate to the context.
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World Health Organization. (2017). *Global accelerated action for the health of adolescents (AA-HAI): guidance to support country implementation*. Geneva. | c9418c53-72ac-4776-9782-d749d07bc0c4 | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 85,426 |
Communiqué de presse
Pour diffusion immédiate
La Tesla Model X arrive dans la flotte de SERVICE PRESTIGE
Présent depuis plus de 30 ans sur le marché de la grande remise, Service Prestige innove aujourd'hui encore en étant la première société de grande remise à intégrer dans sa flotte des véhicules 100% électriques adaptés : la Tesla Model X.
Innovation, Luxe et Développement Durable : les trois piliers fondateurs de Service Prestige
Créé en 1985, SERVICE PRESTIGE a su conjuguer l'innovation et l'excellence en s'adaptant aux nouveaux modes de consommation tout en restant une entreprise de transport haut de gamme. Pour Camille Réchard, son fondateur, de la Grande Remise au VTC, SERVICE PRESTIGE marque sa différence par une utilisation résolument efficace des nouvelles technologies au service de clients toujours plus exigeants.
C'est dans la continuité de cette démarche et dans le respect de son engagement en faveur du développement durable, que SERVICE PRESTIGE a décidé d'enrichir son expérience client avec le tout nouveau SUV Tesla Model X. Cette nouvelle berline haut de gamme allie parfaitement luxe et écologie par son design innovant et sa motorisation 100% électrique.
Tesla Model X : La rencontre de l'élégance et de l'écologie
Afin de répondre à une clientèle de plus en plus soucieuse de l'environnement et dans une dynamique d'offrir à ses clients une offre de service inédite dans l'univers des prestations de voiture avec chauffeur, ce modèle Tesla est la voiture idéale pour faire vivre aux clients de SERVICE PRESTIGE une expérience quasi-futuriste.
SERVICE PRESTIGE a choisi pour son Model X une peinture gris nuit métallisé, un intérieur en cuir beige et une finition en bois imitation frêne. Elle bénéficie d'un grand pare-brise panoramique et de portes Falcon très impressionnantes permettant d'accéder facilement aux sièges arrière. A l'intérieur, le style moderne et luxueux se poursuit avec l'écran de contrôle principal intégrant une caméra arrière HD, un GPS, un centre multimédia proposant une connexion internet illimité et un compte Spotify Premium, qui ravira les clients amateurs de musique.
La sécurité et le confort des passagers étant l'une des priorités, la Tesla Model X combine des atouts indéniables : un système de filtration HEPA capable de purifier l'air intérieur, un système anticollision optimal et une autonomie de 500 kms qui peut être suivie en temps réel grâce aux nombreuses statistiques de consommation fournies par le logiciel.
Voyager au sein de la Tesla Model X avec un chauffeur SERVICE PRESTIGE est une expérience unique…un bol d'air frais dans un cocon de tranquillité.
Mobilisant une flotte de 450 limousines (en haute saison), SERVICE PRESTIGE est un acteur incontournable pour l'organisation des déplacements d'affaires et de loisirs en France. Avec 80 000 missions par an, un CA programmé de 9M€ en 2017. Présente à Paris, Lyon, Nice et Monaco, Service Prestige dispose d'un réseau composé d'une centaine d'affiliés sur toute la France. L'entreprise est une référence au sein des sociétés de limousines avec chauffeur en France, ses valeurs : Qualité, Réactivité et Discrétion.
CONTACT PRESSE : Delphine KHEROUF / email@example.com / +33- 1 44 29 29 44 | <urn:uuid:7a4b2397-b239-4020-8f5b-64bb9e29dc08> | HuggingFaceFW/finepdfs/tree/main/data/fra_Latn/train | finepdfs | fra_Latn | 3,236 |
ЗАЯВЛЕНИЕ ЗА ДОСТЪП ДО ЛИЧНИ ДАННИ
от ................................................................................................................................................. адрес за кореспонденция: ...................................................................................................... ................................................................................................................................................... телефон за връзка: ..................................................... електронна поща (e-mail): ............................................................
УВАЖАЕМИ ГОСПОДИН/ГОСПОЖО АДМИНИСТРАТОР,
На основание чл. 26, ал. 1 на Закона за защита на личните данни (ЗЗЛД), моля да ми бъде предоставена следната информация:
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Желая да получа исканата информация в следната форма: (отбележете желаната форма)
а) устна справка
б) писмена справка
в) преглед на данните
г) копие от обработваните лични данни на предпочитан носител
д) предоставяне по електронен път .
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Kroniske bekkensmerter
Definisjoner
* En ubehagelig sensorisk og følelsesmessig opplevelse knyttet til truende eller eksisterende vevsødeleggelse eller beskrevet som slik ødeleggelse
* Kronisk: Konstant eller gjentatt med varighet over 3-6 måneder (varierende brukt i studier)
– Smerte beskrevet fra bekkenet – fra navlen til perineum, eventuelt med utstråling til korsrygg, sacrum og/eller underekstremiteter.
– Begrepet beskriver et symptom og ikke en egen sykdom (brukes ulikt i ulike studier og guidelines)
– Inkluderer vanligvis ikke smerte kun knyttet til samleie eller menstruasjon som kronisk bekkensmerte
– Noen inkluderer bare smerte som forårsaker funksjonssvikt og trenger behandling
Forekomst
* Data er usikre - få populasjonsbaserte studier og skiftende definisjoner av tilstanden
* Metaanalyse fra 2014 angir prevalens mellom 5,7 % og 26,6 %
Etiologi
Ulike teorier, omtales som "sammensatt komplisert tilstand"
Best dokumentert:
* Kroniske smerter er resultat av varige endringer i nervecellers funksjon etter repetert smertefulle erfaringer
* Innebærer hyperestesi, allodyni (smertefølelse ved ikke skadelige stimuli) og andre feilfunksjoner.
– Pga distribusjonen av nervefibre fra viscera vil smertefulle "hendelser" i alle abdominalorganer virke synergistisk og smerten er vanskelig å lokalisere
* Ofte et element av primær eller sekundær overført smerte i muskulatur.
* Genetiske, emosjonelle, hormonelle og intellektuelle forhold influerer på nevrogen plastisitet (nervecellers evne til varig endring etter repetert eller sterk stimulering) og risiko for å utvikle kronisk smerte, men det finnes ikke enkle lineære sammenhenger
* Kronisk smerte av alvorlig grad er sjelden resultat av en enkel faktor eller sykdom
– det som initierte behøver ikke ha nær sammenheng med det som vedlikeholder smerten
* Inflammasjon av nevrogent vev og/eller det smertefulle vev er ofte en vesentlig faktor
* Endometriose, adenomyose, enkelte myomer og adheranser er assosiert med langvarige smerter
* Iatrogen etiologi ved skade av n.ileoinguinalis, n. femoralis, n.ileohypogastricus, n. genitofemoralis, n. femorocutaneus lateralis, sacrale røtter, n.obturatur og n. pudendus ved kirurgi, ofte pga suboptimalt leie eller bruk av haker, men også ved direkte kirurgisk skade.
– Pfannenstielsnitt og vaginalkirurgi med nett er hyppigere årsak enn lengdesnitt og
laparoskopiske snitt
Risikofaktorer
* Jo flere vevstraumer i abdomen/bekken, jo større risiko
* Endometriose, infeksjoner og operasjoner vanligst
* Ugunstige tidligere eller pågående psykososiale forhold øker risikoen betydelig:
– Mishandling
– Overgrep
– Omsorgssvikt
– Relasjonsproblemer (jobb, venner, familie, partner)
– Patologisk stress
Klinisk uttrykk
* Smerter fra viscera og abdominalveggen kan være vanskelige å skille, likeledes smerter fra ulike organsystemer.
* Overførte smerter og utbredt sensibilisering (redusert smerteterskel, hyperestesi og allodyni i nærliggende organer) er regelen:
* nevropatiske smerter med sensibilitetstap eller parestesier (etter kirurgisk behandling)
* mer diffuse smerter - organsymptomatologi i tillegg til smerter. Syklisk variasjon er vanlig også uten endometriose
* Autonome reaksjoner (svimmelhet, kvalme, hudreaksjoner, kaldsvette, temperaturvariasjoner) er vanlig:
* Forverres ofte av bevegelse og fører til passivitet
* Som ved alle langvarige smertetilstander er søvnforstyrrelser og nedsatt stemningsleie vanlig
Diagnostikk
* Sjelden mulig å identifisere en sikker årsak
* Bestrebe seg på å avdekke vedlikeholdende faktorer som kan modifiseres
Diagnostikk
Anamnese
Svært viktig - Standardiserte spørreskjemaer som pasienten utfyller på forhånd kan lette arbeidet (For eksempel spørreskjema fre International Pelvic Pain Society)
* Tidligere operasjoner, fødsler, smertefulle opplevelser og skader
* Sosiale og emosjonelt betydningsfulle hendelser
* Relasjon til partner/seksualitet, overgrep, utdanning, arbeid
* Utredning og behandlingsforsøk.:
– Oversikt over og helst epikrise fra tidligere kontakter med helsevesenet som omfatter samme problemstilling (pasientene har ofte mistillit til behandlingsapparatet og trenger ofte en ny forklaring)
* Aktuelle symptomer
* Somatiske – hvor er det vondt, hvordan varierer det, hva utløser, forverrer, lindrer smerten.
* Naturlige funksjoner inkludert seksualitet
* Psykiske – depresjon, angst
* Pågående behandling
* Konsekvenser for samliv, graviditeter, arbeid, utdanning m.m.
* Hvilken forståelse har pasienten av det som har skjedd henne
Diagnostikk
Gynekologisk undersøkelse
– Målet: finne ut hva som utløser smerte og finne/utelukke det som pasienten bekymrer seg for
– Inkluderer varsom palpasjon av muskulaturen i bekkenet, abdominalvegg og arr-områder og en orienterende sensibilitetsvurdering
– Vaginal ultralyd (forklar uterus, tuber og ovariers funksjon)
Diagnostikk
Kompletterende undersøkelser
– Laparoskopi er ikke et krav, men kan være nyttig for å erkjenne eller utelukke endometriose
– Gjentagelse av tidligere undersøkelser bare ved nye funn som gir ny mistanke om patologi
– Us. av tarm, urinveier, rygg avhengig av anamnese og funn
Differensialdiagnoser
De ulike diagnosene kan være en del av totalsituasjonen. Særlig sees irritabel kolon og interstitiell cystitt og bekkensmerter ofte i sammenheng
* Irritabel kolon, cøliaki eller av og til inflammatorisk tarmsykdom
* Interstitiell cystitt/overaktiv blære
* Bechterevs sykdom
* Kronisk bekkenløsning
* Ryggskade
* Fibromyalgi
* Brokk
* Multippel sklerose
* Diabetes
* Hypotyreose
* Porfyri
* SLE, Sjøgrens syndrom
Behandling Generelt
* Alle tilgjengelige faktorer skal behandles – helst samtidig – hvis det kan gjøres uten risiko for å forverre skaden
* Forventet behandlingseffekt bør defineres før start. Ofte må man nøye seg med redusert smerte og bedret funksjon
* Smerte skaper smerte. Viktig å hindre eller lindre akutte forverrelser
* Tverrfaglige smerteklinikker med kognitive behandlingsmodeller har til dels gode resultater
* Somatokognitiv terapi: Fysioterapi med på fokus på kroppsbevissthet gjennom utforskning av gode puste- og bevegelsesmønstre
– Gro Killi Haugstads artikkel: Somatokognitiv terpi ved kroniske gynekologiske smertetilstander i underliv og vulva
Muskulære smerter
* Er det vanligste funn og bør behandles for å få bedring hvis det påvises
* Varme (bad, badstu, puter etc.)
* Bevegelsestrening i varmtvannsbasseng
* Avspenningsteknikker
* Fysioterapi med på fokus på kroppsbevissthet gjennom utforskning av gode puste- og bevegelsesmønstre (Somatokognitiv terpi ved kroniske gynekologiske smertetilstander i underliv og vulva)
Neurogene smerter
* Antieptileptika:
– Gabapentin/pregabalin (Neurontin ® , Lyrica ® )
* Antidepressiva:
– Duloxetin (Cymbalta ® ), amitriptylin (Sarotex ® ) 10-50 mg vesper, også for søvnvansker
* Nerveblokader
* Analgetika:
– mange funnet unyttig og selvseponert, noen har et misbruksproblem
– Vil sjelden gi bedre effekt enn 50 % redusert smerte bortsett fra ved dysmenore
– Opioider kan øke smerte fra GE tractus og skal ikke brukes ved langvarig benign smerte uten somatisk veldefinert årsak
* Henvis evt. til tverrfaglig smerteklinikk hvis nødvendig
Dysmenoré, ovulasjonssmerter og annen syklisk forverrelse
* NSAIDs evt i kombinasjon med paracetamol tilstrekkelig dosert til at kvinnen kan være i normal funksjon
* P-piller helst i langsyklus
* GnRH-analog kan forsøkes i en kort periode:
– Ved forlenget behandling suppleres med lav dose østrogen
* Kontinuerlig gestagen, evt som hormonspiral
* Syklusnedregulering kan gi lindring også uten påvist endometriose hvis smerten forverres i menstruasjon/lutealfase og kan derfor være indisert uten verifisert sykdom
Endometriose
* Rektovaginal dyp endometriose og andre forekomster der lesjonene gir trykk på omliggende strukturer bør behandles kirurgisk, men ved peritoneale lesjoner og endometriomer er resultatene mer usikre
* Medikamentell behandlinger som ved syklusregulering kan forsøkes
Irritabel kolon (IBS)
* Kostholdsomlegging. FODMAP diett kan forsøkes ved diare plager
* Linaclotide (Constella ® )kan forsøkes ved obstipasjonspreget tilstand
* Stressmestringsteknikker, avspenningsterapi, somatokognitiv fysioterapi
Depresjon
* SSRI i perioder hvis tilstanden hindrer pasienten i å nyttiggjøre seg annen terapi, kan også hjelpe på søvn og i noen grad på smerter
* Psykoterapi
Relasjonsproblemer
* Henvisning til familieterapi/psykolog
Kognitiv psykoterapi
* Nesten alltid nyttig
* Respektfullt, men profesjonelt "Ja du har vondt, det er reelt, men det finnes andre forklaringer på det og andre løsninger på det enn de du hittil har forsøkt"
* Tro på pasientens historie, men ikke alltid på hennes forklaringer
Kirurgi
* Kan være det eneste som hjelper i noen tilfeller
– Sterk placeboeffekt, vanskelig å forutse effekten på sikt.
* Meget viktig at all kirurgi gjøres i adekvat analgesi med tilstrekkelig postoperativ smertelindring
* Mange eksempler på forverring eller ingen effekt, antagelig fordi man ikke kan fjerne det vev som i realiteten er endret – nevroner
– Pasienter med kroniske smertetilstander risikerer i større grad enn andre forverrelse av smerter etter kirurgiske prosedyrer.
* Ved adherenser: Årsakssammenhengen diskuteres, resultatene spriker, faren for residiv etter fjerning er stor
– Kirurgisk deling kan gi bedring hvis ileussymptomer eller dislokering/strekk på organer og ved innkapslete aktive ovarier/ ovarialrester
* Laparoskopic Uterine Nerve Ablation (LUNA) er ikke vist å ha effekt
Oppfølging
* Langvarig, flere år
–Det tar tid å endre bevegelsesmønstre, tilbakefall er vanlig
* Faste avtaler
* Individuell tilpasning, rikelig med motivasjon
* Samarbeid med primærlege og fysioterapeut
Komplikasjoner og forløp
* Medikamentavhengighet eller andre medikamentspesifikke komplikasjoner
* Vanlige kirurgiske komplikasjoner
* Gjentatte operasjoner kan forverre en nerveskade.
* Varierende naturlig forløp og behandlingsrespons
* Varierer fra tilnærmet smertefrihet til ingen effekt
– Avhengig av pasienten, nettverkets ressurser og tilgjengelig terapi
* Kan medføre uføretrygd, samlivsbrudd
* Realistisk mål er normalt dagligliv og forbedret arbeidsevne
Pasientinformasjon
* Enkle skisser over bekken, nervesystem og forbindelsen mellom bekken og hjernen tilpasset pasienten som basis for informasjon om normal anatomi og fysiologi er nyttige
* Flere pasientorganisasjoner gir nyttig informasjon, men unngå de som legger for stor vekt på offerrolle og passivitet
– Internatioal Pelvic Tain Society
– International Association for the Study of Pain
Take home message
* Grundig utredning med omfattende anamnese og klinisk undersøkelse, om nødvendig ved langvarig konsultasjon
* Nedregulering av syklus ved syklisk forverrelse av smerter
* Kirurgisk behandling ved dyp infiltrerende endometriose og adherenser som forårsaker strekk på og/eller hindret funksjon av involverte organer
– LUNA (Laparoskopic Uterine Nerve Ablation anbefales ikke
* Behandling av vedlikeholdende faktorer | <urn:uuid:6bf32eb5-6ff1-4f02-8541-6839ef01211f> | HuggingFaceFW/finepdfs/tree/main/data/nob_Latn/train | finepdfs | nob_Latn | 11,026 |
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KENT PARK PRIMARY SCHOOL ONSITE STUDENT SUPERVISION POLICY
RATIONALE
Adequate supervision of students in the school yard is a requirement of the school's duty of care.
The school will satisfy the duty of care for the on-site management of students outside normal timetabled class time by allocating responsibilities for supervision to different staff.
The Principal and Assistant Principal are responsible for making and administering such arrangements for supervision as are necessary according to the circumstances in the school, and teachers are responsible for carrying out their assigned supervisory duties in such a way that students are, as far as can be reasonably expected, protected from injury.
GUIDELINES
As part of its duty of care the school is required to adequately supervise students for a defined period before school; at recess time and lunch time; and after school.
Students must be supervised for 15 minutes before and after school. The classroom teacher has ultimate responsibility for the supervision of all students in their care. This duty of care cannot be delegated to external education providers, parents/guardians or trainee teachers.
This on-site supervision requires not only protection from known hazards, but also protection from those that could arise (that is, those the teacher should reasonably have foreseen) and against which preventive measures could be taken.
It is essential parents/guardians are kept informed as to when supervision of students is available before and after school, and that outside these times supervision and/or the collection of students is the responsibility of parents/guardians. This information should be clearly provided to parents/guardians on a regular basis.
PROGRAM
A roster system will be used to timetable staff members for yard supervision.
Yard supervision will include before school, recess and lunch breaks, and after school for 15 minutes. Any student not collected by a parent is to be escorted to the main office for supervision whilst the parent is contacted.
In determining whether supervision of students entering or exiting the school is adequate, the Principal and the Assistant Principal will consider a number of factors including:
- whether any entry or exit points should be locked, designated as out of bounds, or supervised
- which entry/exit points should be or are used by students
- road traffic conditions
- designated pick up and drop off areas
Parents/guardians are discouraged from sending their children to school before the designated supervision time in the morning. Parents/guardians are encouraged to pick up their child by the end of the designated end of day supervision period. Parents/guardians will also be informed via the school's newsletter the times when staff members will be rostered to undertake yard supervision before and after school each day.
Students must be signed out/logged out electronically of the school if departing prior to dismissal time. A record of early departures is to be kept in the Administration Office and completed for all students departing the school early. Parents/Guardians must provide written authorisation to permit another adult to collect their child from school
This policy is to be read in conjunction with the Kent Park Primary School's 'Duty of Care' and 'Child Safe' policies.
KENT PARK PRIMARY SCHOOL ONSITE STUDENT SUPERVISION POLICY
LINKS AND APPENDICES (including processes related to this policy)
Links which are connected with this policy are:
DET Student Supervision Policy
Child Safe Policy and Legislation
Appendices which are connected with this policy are:
Appendix A: On-Site Supervision of Students Procedures
EVALUATION
This policy will be reviewed annually or more often if necessary due to changes in regulations or circumstances.
KENT PARK PRIMARY SCHOOL ONSITE STUDENT SUPERVISION POLICY
Appendix A
On-Site Supervision of Students Procedures Introduction
The processes outlined below provide adequate and appropriate supervision of students in the school so the school fulfills its duty care to its students in terms of on-site supervision.
Supervision before and after school
The school will provide staff supervision for students arriving before school between 8.45am and 9.00am.
The school will provide staff supervision for students after school between 3.30pm and 3.45pm.
This information is provided to parents/guardians on a regular basis via the school newsletter. Outside of these times the supervision and/or the collection of students is the responsibility of parents/guardians.
Sufficient teachers will be allocated by the School Principal or Assistant Principal to supervise students during these periods
Should a teacher be called away to other duties alternate supervision arrangements will be put in place in consultation with the Principal or Assistant Principal.
Supervision at recesses and lunch time
Students are required to be adequately supervised during recesses and lunch times. In order to ensure that students are adequately supervised, a 'Yard Duty Roster' will be created each term allocating teachers to supervise students in defined areas of the school grounds during these times.
Details of the roster are communicated to teachers at staff meetings, daily bulletin and via the staff noticeboard.
Unauthorised student departure from school
When a student departs from the school (following initial attendance) without authorisation, the parent/carer/guardian will be informed immediately.
Where there is reasonable concern for the student's safety or the safety of others, immediate contact will also be made with the police and the Department's Emergency and Security Management Branch, telephone 9589 6266 (24 hour service).
Early departure of students prior to dismissal time
Students must be signed out of the school if departing prior to dismissal time.
A record of early departures is to be kept in the Administration Office and completed for all students departing the school early. Details will include the student's name, grade, the time of departure and the name of the person collecting the student.
- No students will be sent home on their own out side of normal dismissal time.
- No parents/guardians are permitted to take students directly from the classroom.
Arrangements for students not collected after school
Parents/guardians will be informed when supervision of students is available before and after school hours and that supervision outside of these times and/or the collection of students is the responsibility of parents/guardians. Students remaining in the school yard awaiting collection after 3.45pm will be directed to the office waiting area.
KENT PARK PRIMARY SCHOOL ONSITE STUDENT SUPERVISION POLICY
If it becomes known that a student who is normally collected from the school, remains at the school well beyond the normal time of collection, attempts will be made to contact the parents/guardians, or the emergency contact person identified by the parent/carers/guardian in the school records.
Where all reasonable attempts have been made to locate the parents/guardian and the emergency contact persons, and the time is well beyond a reasonable time for collection, consideration will be given to contacting the police or the Department of Human Services and for them to arrange for the care and protection of the student.
Arrangements for student supervision on school camps and excursions
The school will provide supervision ratios in line with the Department's policy as outlined in the DET School Policy & Advisory Guide, depending on the nature and location of the school activity. | <urn:uuid:446b437d-4d9f-4397-955f-8c2c0728759d> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 7,678 |
INSTITUTO FEDERAL DE BRASÍLIA - IFB
Campus Brasília
FORMAÇÃO INICIAL E CONTINUADA – FIC
PLANO DE CURSO
EDUC@ÇÃO PROFISSIONAL: CONTRADIÇÕES, DESAFIOS E PERSPECTIVAS
PROGRAMA DE PÓS-GRADUAÇÃO EM EDUCAÇÃO PROFISSIONAL E TECNOLÓGICAPROFEPT
BRASÍLIA – DF FEVEREIRO/2021
REITORIA
Luciana Miyoko Massukado
Reitora do Instituto Federal de Educação Ciência e Tecnologia de Brasília
Yvonete Bazbuz da Silva Santos
Pró-Reitora de Ensino
CAMPUS BRASÍLIA
Patrícia Albuquerque de Lima
Diretora Geral
Rafael Lavrador Sant Anna
Diretor de Pós-graduação, Pesquisa, Inovação e Extensão (DRPE)
Carla Mary Silva Eloy
Diretora de Ensino
Thiago Williams Siqueira Ramos
Coordenador-Geral de Ensino
PROGRAMA DE PÓS-GRADUAÇÃO EM EDUCAÇÃO PROFISSIONAL E TECNOLÓGICA PROFEPT – INSTITUTO FEDERAL DE BRASÍLIA
Débora Leite Silvano
Coordenadora do Programa de Pós-graduação em Educação Profissional e Tecnológica
Palma Carla Carneiro de Castro
Mestranda e Mediadora do curso
1. IDENTIFICAÇÃO DO CURSO
1.1 Título do curso: Educ@ção profissional: contradições, desafios e perspectivas
1.2 Eixo: Educação Profissional e Tecnológica
1.3 Modalidade: EAD
1.4 Área de abrangência: Distrito Federal
1.5 Local de oferta: Ambiente Virtual de Aprendizagem do IFB (nead.ifb.edu.br)
1.6 Carga horária total: 40 horas
1.7 Público-Alvo: professores da educação básica ou superior da rede pública ou privada
1.8 Período de realização: 1º/2021
1.9 Número de turmas: 1
1.10 Número de vagas por turma: 25
1.11 Qualificação conferida: formação continuada em bases conceituais da Educação Profissional
2. JUSTIFICATIVA
Imersa na complexa relação entre trabalho e educação, a Educação Profissional é permeada por desafios e contradições. Neste sentido, na perspectiva de uma educação emancipatória, evidencia-se que para além do domínio técnico e científico, é importante que o professor compreenda a função social e o caráter ético-político desta modalidade de ensino.
Assim, apropriar-se dos fundamentos teóricos da Educação Profissional é primordial, pois as bases conceituais perpassam os principais elementos do cenário educacional, ou seja, os planos de cursos, os projetos políticos pedagógicos, o currículo e o processo de ensino-aprendizagem. No tocante as práticas pedagógicas na Educação Profissional, cabe destacar a necessidade de reflexão sobre os princípios epistemológicos da unicidade entre teoria e prática, da interdisciplinaridade e da contextualização.
Nesta direção, o curso proposto objetiva o estudo dos aspectos históricos e legais da Educação Profissional no Brasil, a politecnia, a formação integrada, o princípio educativo do trabalho, bem como a profissionalização e os saberes docentes.
Em conformidade com os documentos oficiais que apontam como um indicativo fundamental, viabilizar tempos/espaços destinados à formação continuada, este curso procura colaborar para o alcance da qualidade da educação, que se inicia pela formação do professor, passa pela formação integral do educando e alcança outras instâncias da sociedade.
Na perspectiva das metodologias ativas de aprendizagem e do letramento digital, o curso também contribuirá para a experiênciação de diferentes ferramentas/plataformas digitais educacionais.
3. REQUISITOS E FORMAS DE ACESSO
3.1 Forma de ingresso: ordem de recebimento da inscrição
3.2 Requisito: professor em serviço na educação básica ou superior da rede pública ou privada
4. PERFIL DE CONCLUSÃO DO CURSO
O concluinte do curso deverá ser capaz de compreender, analisar e criticar as bases conceituais que fundamentam a Educação Profissional.
5. OBJETIVOS
3.1. Geral.
Promover formação continuada, por meio da reflexão individual e colaborativa, que parta da construção do conhecimento teórico sobre as bases conceituais que fundamentam a Educação Profissional, em direção à qualificação das práticas pedagógicas. Além de contribuir para o letramento digital através da utilização de diferentes ferramentas/plataformas digitais de aprendizagem.
3.2. Específicos.
* Compreender o caráter ético-político da Educação Profissional.
* Reconhecer as bases conceituais da Educação Profissional: politecnia, trabalho como princípio educativo e a formação integrada.
* Elaborar materiais pedagógicos utilizando diferentes ferramentas/plataformas digitais.
6. ORGANIZAÇÃO CURRICULR
5.1 Tempos e espaços
O curso de formação continuada será desenvolvido no primeiro semestre de 2021. Devido ao contexto da pandemia da COVID-19, a carga horária de 40 horas será distribuída em atividades assíncronas semanais no Ambiente Virtual de Aprendizagem (nead.ifb.edu.br) e encontros síncronos mensais (Google Meet).
5.2 Matriz Curricular
| Blocos | Componente Currícular/Módulo |
|---|---|
| Bloco 01 Apresentação | Orientações Desafios da Educação profissional 1º Encontro síncrono |
| Blocos 02 Contexto histórico | Módulo 01 - Relação educação x trabalho Módulo 02 – História da Educação Profissional no Brasil 2º Encontro síncrono |
| Bloco 04 Práticas pedagógicas | Módulo 06 - Formação e saberes docentes na Educação Profissional |
|---|---|
| Bloco 05 Avaliação | Glossário Atividade final |
| Total | |
6. CONTEÚDO PROGRAMÁTICO
| Componente Curricular/ Módulo | Conteúdo Programático |
|---|---|
| Bloco Apresentação | Desafios e perspectivas que permeiam a prática docente |
| | Módúlo 01 - A relação entre educação e trabalho Relação trabalho e educação: indississolubilidade, separação e vínculos Fundamentos históricos-ontológico |
| Bloco 03 Bases Conceituais da Educação Profissional | Módulo 03 - Trabalho como princípio educativo Trabalho como Princípio Educativo: conceito, sentido ontológico e sentido histórico |
|---|---|
| | Módulo 04 - Politecnia e suas implicações com o mundo do trabalho A questão da educação tecnológica e da politecnia no ensino médio |
| | Módúlo 05 - Formação Integrada: articulação entre ensino médio e educação profissional Formação omnilateral, profissionalização, conhecimentos gerais e conhecimentos específicos |
| Bloco 04 Práticas pedagógicas na Educação Profissional | Módulo 06 - Formação e saberes docentes na Educação Profissional Significado da docência, especificidades da docência na Educação Profissional, estratégias de ensino, formação continuada e saberes docentes na Educação Profissional. |
7. METODOLOGIA
O curso será ministrado na modalidade EAD, na perspectiva das metodologias ativas de aprendizagem e do letramento digital. Inicialmente, o cursista tem acesso ao conteúdo de forma antecipada, através das atividades assíncronas, propostas em cada módulo.
Atividades assíncronas serão realizadas no Ambiente Virtual de Aprendizagem (AVA) – NEAD/IFB, onde os cursistas terão acesso ao material disponibilizado em diferentes mídias (vídeos, arquivos em PDF e páginas WEB). O repositório de atividades e dos materiais será posto no referido ambiente em sala específica para a turma.
Além de proporcionar a interação entre cursistas e professor/mediador, os três encontros síncronos objetivam discutir os conteúdos abordados nos blocos 1, 2, 3 e 4. Os referidos encontros, agendados na plataforma de videoconferência Google Meet, propõe atividades síncronas que serão realizadas utilizando ferramentas digitais educacionais e, com a participação ativa dos cursistas.
8. RECURSOS
8.1. Recursos humanos
* Coordenadora do PROFEPT: Débora Leite Silvano.
* Professor/Mediador: Palma Carla Carneiro de Castro
8.2. Recursos Materiais
* Ambiente Virtual de Aprendizagem (AVA) – Sala de aula do Moodle Institucional (NEAD-IFB: nead.ifb.edu.br)
8.3. Recursos instrucionais
* Computador com acesso à internet
9. DURAÇÃO DO CURSO
| Período | Previsão de início | Previsão de término |
|---|---|---|
| Primeiro semestre/2021 | Março | Maio |
10. CRITÉRIOS DE APROVEITAMENTO DE CONHECIMENTO E EXPERIÊNCIAS ANTERIORES
Não se aplica
11.CRITÉRIOS E PROCEDIMENTOS DE AVALIAÇÃO DE APRENDIZAGEM
A avaliação constituir-se-á num processo contínuo realizado ao longo de todo o curso. Com vistas a constituição de um trabalho que permita movimentos da aprendizagem colaborativa, as
atividades serão realizadas objetivando avaliar a capacidade de síntese, reflexão, leitura crítica do cursista. bem como a capacidade de articular teoria e prática.
Cada participante terá o seu progresso avaliado durante todo o curso. Ao final de cada Módulo, haverá uma atividade avaliativa que será necessária para completar cada etapa e prosseguir com o curso.
| Tópico | Atividade |
|---|---|
| Bloco 01 | Responder formulário |
| Bloco 02 | Módulo 01 Responder pergunta norteadora |
| | Módulo 02 Produzir mapa mental |
| Bloco 03 | Módulo 03 Responder pergunta orientadora |
| | Módulo 04 Conceituar politecnia |
| | Módulo 05 Elaborar análise crítica |
| Bloco 04 | Módulo 06 Elaborar resumo |
12.CERTIFICAÇÃO
Fará jus ao Certificado de Curso o aluno que obter média final maior ou igual a 6,0 pontos (apto) e possuir no mínimo 75% de presença no Curso.
13.REFERÊNCIAS
BRASIL. CNE/CEB. Resolução nº 6, de 20 de setembro de 2012. Define Diretrizes Curriculares Nacionais para a Educação Profissional Técnica de Nível Médio. Disponível em http://portal.mec.gov.br/index.php?option=com_docman&view=download&alias=11663rceb006-12-pdf&category_slug=setembro-2012-pdf&Itemid=30192.
BRASIL. Decreto n. 5.154, de 23 de julho de 2004.Disponível em http://www.planalto.gov.br/ccivil_03/_ato2004-2006/2004/decreto/d5154.htm Acesso em: 01 mar. 2020, 12:34.
BRASIL. Lei Federal 13.005, de 25 de junho de 2014. Aprova o Plano Nacional de Educação PNE e dá outras providências. Brasília, DF, 25. jun. 2014. Disponível em http://www.planalto.gov.br/ccivil_03/_ato2011-2014/2014/lei/l13005.htm.
BRASIL. Base Nacional Comum Curricular. Brasília: MEC, 2018.Disponível em http://basenacionalcomum.mec.gov.br/images/BNCC_EI_EF_110518_versaofinal_site.pdf.
CASTRO, Palma. Wixsite Mestrado profissional-EPT Itinerário Formativo-Blog, 2019. Disponível em https://palmacastro.wixsite.com/palma-meublog-ept.
DISTRITO FEDERAL. Lei nº 5.499, de 14 de junho de 2015. Aprova o Plano Distrital de Educação e dá outras evidências. Diário Oficial do Distrito Federal, Brasília, DF, 15 de julho de 2015. Disponível em http://www.educacao.df.gov.br/wpconteudo/uploads/2018/01/pde_site_versao_completa.pdf.
DISTRITO FEDERAL. Secretaria de estado da educação. Orientações pedagógicas para a integração da educação profissional com o Ensino Médio e a EJA, 2014. Disponível em http://www.cre.se.df.gov.br/ascom/documentos/subeb/orient_pedag_inter_edprof_ensmed_eja. pdf.
DISTRITO FEDERAL. Secretaria de Estado de Educação. Currículo em Movimento da Educação Básica-Educação Profissional e a Distância, 2014. Disponível em http://www.educacao.df.gov.br/curriculo-em-movimento-da-educacao-basica-2/ Acesso em: 19 de dezembro de 2020.
FRIGOTTO, G.; CIAVATTA, M.; RAMOS, M. A Gênese do Decreto nº. 5.154/2004 um debate no contexto controverso da democracia restrita. Revista Trabalho Necessário, v. 3, n. 3, 6 dez. 2005. Disponível em https://periodicos.uff.br/trabalhonecessario/article/view/4578/4214
FRIGOTTO, Gaudêncio. Concepções no mundo do trabalho e o ensino médio. In.: FRIGOTTO, Gaudêncio; CIAVATTA Maria; RAMOS, Marise. Ensino Médio Integrado: concepção e contradições. São Paulo: Cortez, 2005.
KUENZER, Acácia Zeneida. Exclusão includente e inclusão excludente: a nova forma de dualidade estrutural que objetiva as novas relações entre educação e trabalho. In: SAVIANI, D.; SANFELICE, J.L.; LOMBARDI, J.C. (Org.). Capitalismo, trabalho e educação. 3. ed. Campinas: Autores Associados.
MOURA, Dante Henrique. Ensino médio e educação profissional: dualidade histórica e possibilidade de integração. In.: MOLL, J. Educação profissional e tecnológica no Brasil contemporâneo: desafios, tensões e possibilidades. Porto Alegre: Artmed, 2010.
NETO, Nilton Azevedo de Oliveira; AZEVEDO, Rosa Oliveira Martins; ARIDE, Paulo Henrique Rocha. Trabalho como princípio educativo: uma busca pela definição do conceito e sua relação
com o capitalismo. In: Educação Profissional e Tecnológica em Revista, v. 2, n. 2, 2018. Disponível em: https://ojs.ifes.edu.br/index.php/ept/article/view/387/346
RAMOS, Marise Nogueira. Concepção do Ensino Médio Integrado. Texto apresentado em seminário promovido pela Secretaria de Educação do Estado do Pará nos dias, v. 8 2008. Disponível em http://forumeja.org.br/go/sites/forumeja.org.br.go/files/concepcao_do_ensino_medio_integrado5
.pdf
SAVIANI, Demerval. Trabalho e educação: fundamentos ontológicos e históricos. Rev. Bras. Educ. Rio de Janeiro, v. 12, n. 34, p. 152-165, abr. 2007. Disponível em https://www.scielo.br/pdf/rbedu/v12n34/a12v1234.pdf
SILVA, F. L. G. R. et al. O exercício da docência na educação profissional e tecnológica: o que dizem os docentes. Revista Eixo, Brasília-DF, v. 8, n. 1, jan./jun. 2019. Disponível em: http://revistaeixo.ifb.edu.br/index.php/RevistaEixo/article/view/580/426
Youtube: História da Educação Profissional. Disponível em https://www.youtube.com/watch?v=rR_vHPwW7uI&feature=emb_title
YouTube:
Conceito de
politecnia.
Disponível em
https://www.youtube.com/watch?v=2o89DlH76rw
Canva: Disponível em https://www.canva.com/pt_br/
Padlet: Disponível em https://padlet.com/palmacarlacastro/ktb4u7evhryb6wjl
Anchor: Podcast EPT/POD disponível em https://anchor.fm/palma castro/episodes/Trabalhocomo-princpio-educativo-e79p06/Trabalho-como-princpio-educativo as6jm2
Sutori: Disponível em https://www.sutori.com
Blog: As bases conceituais em educação profissional e tecnológica (ept): uma proposta de alinhamento conceitual para docentes. Disponível em https://www.basesconceituaisemept.com/post/escreva-seu-blog-pelo-desktop-e-pelo-mobile
Wixsite-Mestrado profissional-EPT.
Disponível em
https://palmacastro.wixsite.com/palmameublog-ept
Book Creator: Disponível em https://app.bookcreator.com/books
11. CASOS OMISSOS
Os casos omissos serão resolvidos pela Direção Geral do Campus Brasília.
Original Assinado
Patrícia Albuquerque de Lima
Diretor-Geral – Campus Brasília
Portaria nº 2.893, de 29 de outubro de 2019 | <urn:uuid:b9287bef-aff0-4ced-a148-f79c1d09b8e2> | HuggingFaceFW/finepdfs/tree/main/data/por_Latn/train | finepdfs | por_Latn | 14,088 |
62
Anna Ahrens Auguste als „Himmelsgöttin"
Im September 1802 nahm Auguste Kurprinzessin von Kassel, eine Schwester von König Friedrich Wilhelm III, zum ersten Mal Kontakt mit dem Maler Friedrich Bury auf. Bury hatte nach seinem Kunststudium in Düsseldorf gut 15 Jahre, 1783-1799, in Italien verbracht und war nicht nur ein angesehener Künstler, sondern auch bestens vernetzt. Ab 1786 wohnte er zusammen mit Johann Heinrich Wilhelm Tischbein am Corso 18, jener legendären Wohngemeinschaft deutscher Maler, die auch Goethe bezog (heute Casa di Goethe). Bury übernahm nach dessen Abreise Goethes Quartier. Der junge Künstler und der spätere Dichterfürst waren in Italien nahe Freunde geworden, die sich in regem Austausch ein Leben lang begleiteten. Die vertraute Verbindung ermöglichte Burys frühen Umgang mit berühmten Romreisenden, etwa der Herzogin Anna Amalie und Johann Gottfried Herder. Später war es Bury, der Goethe mit der Kurprinzessin Auguste bekannt machte.
Im Sommer 1808 reiste der Maler zusammen mit der anmutigen Auguste nach Dresden, um in der schon damals berühmten Gemäldegalerie die „Sixtinische Madonna" zu bewundern. Friedrich Bury hatte Raffaels Meisterwerk 1802-04 im Auftrag der Königin Luise in Originalgröße kopiert - als persönliches Geschenk an ihren Mann, Friedrich Wilhelm III. Burys Raffael-Kopie hängt noch heute zentral im Raffael-Saal der Orangerie in Schloß Sanssouci. Beide, sowohl Auguste über ihren Bruder als auch Bury selbst, besaßen also eine persönliche Beziehung zu dem signifikanten Dresdner Gemälde. Tatsächlich fertigte Auguste auf dieser Kunstreise eine Teilkopie an, die sich jedoch nicht erhalten hat. Burys Bildnis der Prinzessin als Malerin, das sie vor ihrer eigenen Raffael-Kopie zeigt, ist hingegen in fünf Fassungen bekannt (vgl. Börsch-Supan, Gutachten), was auf die Bedeutung verweist, die es damals im Kunst- und Familienkreis besessen haben muss. Nicht zuletzt durch das
Seine Rückkehr in die Heimat hatte Bury über Weimar und Dresden geführt, bis er sich 1800 in Berlin niederließ. Hier intensivierte sich auch die Verbindung zu der Kasseler Prinzessin, die infolge der napoleonischen Besatzung 1806 mit ihren Kindern in die preußische Hauptstadt floh - ebenso ihre ältere Schwester Wilhelmine, Erbprinzessin der Niederlande. Beide waren selbst begabte Malerinnen und nahmen bei Bury Unterricht.
131 Friedrich Bury
Hanau 1763 – 1823 Aachen
Kurprinzessin Auguste von Hessen-Kassel (1780-1841), die Sixtinische Madonna kopierend. Um 1808/09
Provenienz
Öl auf Leinwand. 92,5 × 75,8 cm (36 ⅜ × 29 ⅞ in.). Werkverzeichnis: Nicht bei Pix/Bott. – Mit einem Gutachten (in Kopie) von Prof. Dr. Helmut Börsch-Supan, Berlin, vom 15. Januar 2014. [3119]
Privatsammlung, Norddeutschland
EUR 20.000–30.000
USD 23,300–34,900
Ausstellung
Der Maler Friedrich Bury (1763–1823). Goethes „zweiter Fritz". Hanau, Museen der Stadt, und Weimar, Klassik Stiftung, 2013, S. 191, Abb. 72 (dort als „Kopie nach Bury")
Huldigungsgedicht Goethes auf die Kurprinzessin Auguste war Burys Bilderfindung in den damaligen Kunstkreisen bekannt. Die adelige Malerin, deren Gestalt Raffaels Madonna großteils verdeckt, erscheint hier selbst als Himmelskönigin: „Der Nimbus Mariens wird zu dem der Prinzessin, und nur der nach rechts anflatternde Schleier Mariens stört diese Illusion. Das Christuskind erscheint dem flüchtigen Blick als Kind der Kurprinzessin", so Helmut Börsch-Supan. Wie er kenntnisreich darzulegen versteht, ist Börsch-Supan davon überzeugt, dass es sich bei unserem Bild „wegen der beeindruckenden Qualität und dem relativ kompakten Farbauftrag, aber auch wegen der Abweichungen von anderen Fassungen um eine eigenhändige Wiederholung von der Hand Friedrich Burys handeln muss" (vgl. Gutachten). 2013 war das Gemälde auf der Ausstellung „Der Maler Friedrich Bury (17631823). Goethes `zweiter Fritz´" (Schiller-Museum der Klassik Stiftung Weimar und Historisches Museum Hanau) neben dem Exemplar aus der Kulturstiftung des Hauses Hessen, Museum Schloss Fasanerie, noch als „Kopie nach Bury" zu sehen. Die aktuelle, eingehende Untersuchung von Helmut Börsch-Supan legt jedoch nahe, dass es sich bei unserem Gemälde tatsächlich um eine eigenhändige Wiederholung und damit um ein Original aus der Hand von Friedrich Bury selbst „handeln muss" (vgl. Gutachten).
Grisebach — Winter 2021
63 | <urn:uuid:e4344ec0-aff7-4ca5-ab85-50f21fcbdcab> | HuggingFaceFW/finepdfs/tree/main/data/deu_Latn/train | finepdfs | deu_Latn | 4,343 |
Journal of Economic Entomology,114(5), 2021, 2189–2197
Advance Access Publication Date: 14 July 2021
Research
Household and Structural Insects
Comparison of Diet Preferences of Laboratory-Reared and Apartment-Collected German Cockroaches
Samantha McPherson, Ayako Wada-Katsumata, Eduardo Hatano, Jules Silverman, and Coby Schal 1 ,
Department of Entomology and Plant Pathology, North Carolina State University, Raleigh, NC 27695, USA and 1 Corresponding author, e-mail: email@example.com
Subject Editor: Arthur Appel
Received 27 April 2021; Editorial decision 14 June 2021
Abstract
The German cockroach, Blattella germanica (L.) (Blattodea: Ectobiidae), is a common pest of human-built structures worldwide. German cockroaches are generalist omnivores able to survive on a wide variety of foods. A number of studies have concluded that laboratory-reared B. germanica self-select diets with an approximate 1P:3C (protein-to-carbohydrate) ratio. We predicted that field-collected insects would exhibit more variable dietary preferences, related to the wide-ranging quality, quantity, and patchiness of foods available to them. We compared diet self-selection of B. germanica within apartments and in the laboratory by offering them a choice of two complementary diets with 1P:1C and 1P:11C ratios. We observed high variation in the population-level self-selection of these diets among individual apartment sites as well as among various life stages tested in laboratory-based assays. Significant differences between populations in various apartments as well as between populations maintained in the laboratory suggested that factors beyond temporary food scarcity influence diet choice. Nevertheless, we found significant correlations between the amounts of diets ingested by cockroaches in apartments and cockroaches from the same populations assayed in the laboratory, as well as between males, females, and nymphs from these populations. These findings suggest that females, males, and nymphs within apartments adapt to the local conditions and convergently prefer similar amounts of food of similar dietary protein content.
Key words: German cockroach, nutrition, urban, ecology
The German cockroach, Blattella germanica (L.) (Blattodea: Ectobiidae) is a major pest in homes and other human-built structures. Infestations produce potent allergens that contribute to the high prevalence of asthma in infested communities (Rosenstreich et al. 1997, Gore and Schal 2007, Pomés and Schal 2020). These cockroaches also can harbor and transport pathogenic microorganisms in their gut and feces, as well as mechanically transport pathogens on their bodies (Brenner and Kramer 2018, Donkor 2019, Schal and Devries 2021).
Cockroaches are generalist omnivores able to survive on a variety of foods. There are numerous studies with laboratory-reared cockroaches focused on the effects of diets on development and reproduction (Gordon 1959, Hamilton and Schal 1988, Cooper and Schal 1992, Raubenheimer and Jones 2006, Jensen et al. 2015a, Jensen et al. 2015b, Jensen et al. 2016). German cockroaches depend on sufficient food and nutrients for survival and optimal growth and fecundity ( Cooper and Schal 1992 , Jensen and Silverman 2018 , Appel 2021 ). Generally, high protein levels have deleterious effects on development rate, oocyte growth, and longevity ( Noland and Baumann 1951 , Hamilton and Schal 1988 , Schal et al. 1993 ). However, low amounts of protein can also slow down nymphal development and female reproduction ( Cooper and Schal 1992 , Schal et al. 1997 ). The self-selected protein-to-carbohydrate ratio (P:C) for developing cockroaches is generally reported as 1P:2C to 1P:3C ( Jones and Raubenheimer 2001 ).
Diet choices of specific field-collected populations of B. germanica have also been investigated in the laboratory (Hamilton and Schal 1988, Cooper and Schal 1992, Raubenheimer and Jones 2006, Jensen et al. 2015a, Jensen et al. 2015b, Jensen et al. 2016). Surprisingly, only one study focused on what B. germanica might eat in occupied apartments (Kells et al. 1999). This study inferred food intake from indirect measures, including
body composition and respiratory quotient, and it focused exclusively on field-collected nymphs. These indirect measures suggested that nymphs had consumed higher levels of fats and lower levels of protein and carbohydrates than laboratory-reared nymphs (Kells et al. 1999). Although studies in the laboratory have shown negative effects of too much or too little protein, they also found that cockroaches eating low protein diets were still able to grow and reproduce successfully, especially if they could compensate by consuming a greater amount of diet, or could choose between multiple diets for additive effects (Hamilton and Schal 1988, Cooper and Schal 1992, Jones and Raubenheimer 2001, Raubenheimer and Jones 2006). German cockroaches were also able to complete nymphal development on a diet of 7.5% protein, and oocyte maturation was supported on 10–15% protein (Schal et al. 1993). B. germanica are able to store excess nitrogen in the form of urates that can be mobilized during times of low protein availability (Valovage and Brooks 1979, Mullins et al. 1992).
The goal of our study was to compare the diet preferences of cockroaches in the field (infested apartments) with those of fieldcollected cockroaches assayed in the laboratory. The latter also enabled us to differentiate the performance of different life stages. We also aimed to compare multiple apartment-collected cockroaches to two long-established laboratory cultures. By offering cockroaches complementary high-protein and high-carbohydrate diets, they could balance nutrients by eating a preferred combination of the two. We hypothesized, based on previous work, that relative to laboratory cockroaches, field-collected insects would eat higher levels of protein (relative to carbohydrates), which would ensure developmental and reproductive success. Because B. germanica are able to self-select between diets for optimal nutrition (Raubenheimer and Jones 2006), and given their nitrogen-storing capabilities, it would be advantageous for them to consume more protein when it is available. This strategy would not only compensate for chronic protein deficits but may also buffer against future protein scarcity. We hypothesized that, in contrast, laboratory-reared cockroaches with ad libitum access to a complete diet would already have sufficient dietary and stored protein.
The geometric framework of nutrition (Simpson and Raubenheimer 2012) is an effective approach to visualize and analyze how animals adjust how much they eat of single or multiple foods, and how they cope with nutritional imbalance, to reach a target that optimally supports growth, development and reproduction. When cockroaches are offered two imbalanced diets, the geometric framework of nutrition can identify how foragers prioritize their intake of these diets and hence specific nutrients. We applied this approach in assays of laboratory-reared and apartmentcollected cockroaches.
Materials and Methods
Laboratory Insects
Two laboratory-reared German cockroach strains were assessed for preference with complementary diets in choice assays. Both strains were maintained on ad libitum water and rodent diet (Purina 5001 Rodent Diet, PMI Nutrition International, St. Louis, MO) at approximately 27 o C and 35% RH on a 12:12 h L:D cycle. The Orlando Normal strain was collected in 1947 (nearly 400 generations in culture) and is susceptible to insecticides. The PR-712 strain was collected from a single apartment in Puerto Rico in 2012 (about 30 generations in culture). A variety of bait products had failed to control this population ( Ko et al. 2016 ), and it has been maintained in the laboratory with no insecticide selection pressure. Cockroaches were reared in groups of mixed life stages and randomly selected for assays.
Diet Choices
Two diets were modified from Jones and Raubenheimer (2001); see Table 1 for ingredients. Both diets were prepared identically but had differing proportions of protein and carbohydrate ingredients. First, linoleic acid and cholesterol were dissolved in 40 ml chloroform, to which we added cellulose and casein. Chloroform was then completely evaporated in a fume hood for 24 h with occasional stirring. Separately, we dissolved the vitamins in 4 ml of ethanol and added them and all other ingredients, except agar, to the cellulose and casein mixture. Agar was brought to a boil in a microwave oven in 400 ml water, cooled to 60 o C, and mixed thoroughly with the other ingredients. The diet mixture (100 g) was poured into six Petri dishes (90 × 15 mm) and lyophilized. Diets were stored at −20 o C, and slowly re-dried at a low temperature of 30 o C prior to pre-weighing for assays.
Collection of Cockroaches and Diet Choice in Apartments
We collected cockroaches from apartment kitchens using a Eureka Mighty-Mite vacuum cleaner modified with a screen lined plastic tube at the distal end of the extension tube (DeVries et al. 2019) and transferred them to holding cages. Cockroaches were collected only from apartments with large cockroach populations. We sampled a total of 13 apartments, and the sample size of cockroaches assayed ranged from 14 to 33 per apartment (replicates for each apartment are shown in Figs. 1–4). We then placed three dried and pre-weighed diet stations in areas of the kitchen observed to have high densities of cockroaches; thus, there were three replicates of population-wide diet choice within each of the 13 apartments. We used clear plastic Maxforce Refillable Buffet Station (Bayer Crop Science, RTP, NC) with two entrances (inset Fig. 1A); one of each diet type was placed at each entrance to ensure insects encountered both. The stations contained sufficient diet to ensure they would not be depleted overnight. We collected the stations the next day, redried the diets at 50°C to shorten drying time, and reweighed them. Diets were not reused.
Table 1. Compositions of the two synthetic diets (by percentage of total mass) used in self-selection assays a
aDiets were freeze-dried after preparation, and slowly re-dried at 30oC before pre-weighing for experiments.
bDiets were modified from Raubenheimer and Jones (2006).
cRatio of protein (P) to carbohydrate (C). The protein in each diet was made up of casein, peptone, and albumin. Sucrose provided the carbohydrate.
Laboratory Feeding Assays for Individual Insects
We tested diet preferences of the two laboratory strains and apartment-collected cockroaches in controlled conditions in the laboratory, using individual cockroaches. The field-collected cockroaches were assayed within 3 h of collection. The environment was identical to the rearing conditions for the laboratory cultures, and the 12:12 L:D cycle was roughly aligned with local time so as not to disrupt the circadian rhythm of the apartment-collected cockroaches. Cockroaches were placed singly in cylindrical glass jars (10 cm ID × 10 cm high). We treated the top inner walls of each jar with petroleum jelly to prevent escape. Each jar had an egg carton harborage, a cotton-stoppered test tube containing water, and a choice of two pre-weighed diets placed into small vial caps for easy retrieval. Three life stages were included in these assays: adult males, adult females (non-gravid), and unsexed large nymphs. Initially, gravid (oothecabearing) females were also included, but their food consumption was too low for meaningful analysis. Smaller nymphs (instars 1–3) were likewise excluded. After 24 h, we removed the diets, redried them at 50°C, and reweighed them. The numbers of replications per stage and per population are indicated in Figs. 1–4.
Statistical Analysis
The combined total mass of diet consumed in laboratory assays was calculated. The amount of each diet consumed by cockroaches in the laboratory or field assays was used to calculate the percentage of dietary protein consumed. Percentage protein was calculated as the mass of protein consumed divided by the total mass of protein and carbohydrate consumed; this ranged from 8.3% (only 1P:11C diet consumed) to 50% (only 1P:1C diet consumed).
One-way analysis of variance (ANOVA) and Tukey's honestly significant difference (HSD) post hoc test at a significance level of 0.05 were used to compare the amounts of diet consumed and percentage protein consumed based on apartment, sex, and origin (laboratory or field). The diet, protein consumption, sex, population, and origin were analyzed as factors, with each individual population (13 from apartments and two laboratory strains) serving as an experimental unit. In laboratory assays, each individual insect was a replicate within a population, whereas in the field consumption assays each of three diet stations was a replicate of the populationwide consumption. Data for the total mass of diet consumed were less normally distributed than percentage protein, so we transformed total mass-consumed using the Box-Cox method prior to the analysis. Spearman's correlation ( α = 0.05) was used to determine whether consumption in the field correlated with consumption of freshly collected cockroaches in the laboratory, and if consumption by females, males, and nymphs correlated within populations. All data were analyzed using R ( R Core Team 2020 ).
Results
Total Diet Consumption: Field and Laboratory Assays
We used Box-Cox transformations to normalize the total consumption data. The ANOVA results for population-level total diet consumption were significant for both field and laboratory assays (F= 5.12, df = 7, 16, P= 0.003 and F= 10.84, df = 14, 480, P< 0.001, respectively). The ANOVA was followed up with Tukey's HSD comparison of means (Fig. 1). The field assays varied extensively, from ~30 mg (apartments B2245 and C319) to 614 mg (A20) consumed overnight at the population level (Fig. 1A). Even within an apartment complex (complex A), consumption ranged from 128 mg (A31) to 614 mg (A20). Although the laboratory assays of freshly collected cockroaches appear to show greater differences between apartments in different complexes than within complexes, statistical analysis revealed no effect of the apartment complex on diet consumption. Individual cockroaches of the two laboratory strains consumed significantly different amounts of diet; PR-712, the more recently cultured strain, was more similar to the field populations than the older Orlando Normal, suggesting that time in culture might affect consumption. The Orlando Normal cockroaches consumed more than 3-fold the average consumption of all fieldcollected populations (Fig. 1B).
We found a highly significant correlation between population level field consumption in homes and individual consumption in the laboratory by the field-collected cockroaches (Spearman rho = 0.786, n= 8, P= 0.0149).
complex in Fig. 3B, as does total diet consumption, we again found no significant complex-related effect.
Data from the laboratory assays were further separated by stage (i.e., adult males, adult females, and large nymphs) (Fig. 2). The ANOVA results for males, females, and nymphs were all significant (F= 4.86, df = 14, 129, P< 0.001; F= 5.00, df = 15, 123 P< 0.001; F= 6.05, df = 14, 198, P< 0.001, respectively). The consumption patterns were similar to those shown in Fig. 1B, with mean individual consumption varying by stage and by apartment. Males ate the least (Fig. 2A) and females ate the most (Fig. 2B). Again, the Orlando Normal cockroaches consistently ate more than most apartment-collected cockroaches.
We detected a strong correlation between female and male consumption for the 13 apartment-collected populations and two laboratory strains (Spearman rho = 0.668, n= 15, P= 0.0061), as well as between female and nymph consumption (Spearman rho = 0.764, n= 15, P= 0.0004). These patterns suggest that all three life stages experience similar nutritional needs in the respective homes they infest.
Relative Protein Consumption: Field and Laboratory Assays
The data for percentage protein consumption were normally distributed and did not require transformation. There were no significant differences in percentage protein consumption among the eight populations that we assayed in the field (F= 1.068, df = 7, 16, P= 0.427) (Fig. 3A), likely related to small sample size and large variation across replicates. The laboratory assays, however, demonstrated significant differences among the 15 populations (F= 13.56, df = 14, 480, P< 0.001) (Fig. 3B). Overall, feral cockroaches consumed a higher relative percentage of protein than the two laboratory-reared strains (F= 268.06, df = 1, 14, P< 0.001). Although protein consumption appears to cluster by apartment
The correlation between protein consumption in the field and laboratory was strong but not statistically significant (Spearman rho = 0.667, n= 8, P= 0.0588), likely due to the small number of replicates available from the field assays. This pattern nevertheless suggests that protein-seeking cockroaches from specific apartments in the field continue to express this preference in the laboratory.
ANOVA results were also significant when field-collected males, females, and nymphs were singly assayed for protein intake in the laboratory (F= 12.93, df = 14, 129 P< 0.001; F= 12.49, df = 15, 123, P< 0.001; F= 15.24, df = 14, 198, P< 0.001, respectively). Again, all life stages of the two laboratory-reared strains preferred low protein/high carbohydrate consumption, whereas freshly collected cockroaches self-selected across a broad range of protein contents (Fig. 4). Protein intakes by feral cockroaches collected in various apartments within the same apartment complex were not significantly different, but significant differences were evident across different complexes (geographic locations), although again, the complex-related effect was not statistically significant.
As with total diet consumption, we detected a significant correlation between female and male protein consumption for the 13 apartments and two laboratory strains, but this time with the laboratory strains at the lower end of the correlation (Spearman rho = 0.757, n= 15, P= 0.0006). A significant correlation in protein intake was also evident between females and nymphs (Spearman rho = 0.425, n= 15, P= 0.0004). These patterns suggest that all three life stages experience similar levels of protein requirement within their respective homes.
Geometric Analysis of Diet Consumption in Homes and the Laboratory
We applied the geometric framework of the nutrition approach (Simpson and Raubenheimer 2012) in dual-choice assays of laboratory-reared and apartment-collected cockroaches. These
assays produced a two-dimensional array, where one axis represents protein intake and the other carbohydrate intake (Fig. 5). Each of the two diets represents a 'nutritional rail' of constant nutrient ratio (P:C) in relation to the amount of diet consumed. We used the amount of each diet consumed to calculate the total mass of protein and carbohydrate consumed. The slopes of these intake arrays
indicate the ratio of nutrients prioritized by populations, each life stage, or individuals. For this analysis, we used only the populations of apartment-collected cockroaches for which we were able to obtain data for both assays. For comparison, we also plotted consumption of the two laboratory-cultured strains. In both apartments and laboratory assays, most cockroaches selected the high protein diet over the high carbohydrate diet (Fig. 5A, B), with most populations self-selecting a nutrient ratio between a 1P:2C and 1P:1C.
Discussion
Food Consumption
Despite feeding on identical diets for seven years, the two laboratory strains were not as similar as we expected. Orlando Normal, a long-term laboratory strain, ate more total diet than any other cockroaches, whereas PR-712, a more recently collected strain, consumed similar amounts of total diet to the freshly field-collected cockroaches (Fig. 1B). Within each of these two strains, all life stages (adult females, adult males, and large nymphs) expressed the same pattern reflected overall ( Fig. 2 ). This pattern suggests that the quantity of ingested food may be positively related to time in culture, and that genetic differences may also be involved.
The field-based assessments of diet consumption revealed large variation in intake across the eight apartments we sampled (Fig. 1A). This variation in ad libitum feeding could have been caused by differences in population sizes or demographic differences in populations, as non-gravid adult females feed most and small nymphs and gravid females feed the least (Cochran 1983, Hamilton and Schal 1988, DeMark and Bennett 1994). However, the 24 hr diet intake of freshly collected individual cockroaches from these homes (Fig. 1B) highly correlated with the pattern seen in the field. Because a significant correlation was found for each of the three life stages we examined (Fig. 2), it suggests that cockroaches in some homes feed more than cockroaches in other homes, either due to genetic differences or differences in their nutritional status.
Using one feral population and one related laboratorycultured strain of the American cockroach (Periplaneta americana L. [Blattodea: Blattidae]), Mira and Raubenheimer (2002) demonstrated that the feral insects were heavier and more resilient to starvation, and suggested that the feral cockroaches had experienced directional selection in their harsh environment. Larger insects would be expected to consume more food than laboratory-cultured insects, which would be opposite to our findings that laboratory cultured cockroaches ate more.
It would seem that lower food consumption by feral cockroaches would be at odds with overcoming food scarcity in homes. Whereas laboratory cultures are provided diet in a central predictable location close to the shelters, resources in the field are more variable and widely scattered. An obvious prediction is that feral cockroaches should maximize food intake when they find a rich food source. However, eating less in an apartment setting may adaptively limit their exposure to insecticides, pathogens, and various xenobiotics that may contaminate food sources in the field.
Other factors might have contributed to the pattern we observed. Although heritable diet preferences have been shown in B. germanica populations (Silverman and Bieman 1993, WadaKatsumata et al. 2013), we are not aware of any evidence of genetically biased food intake in this species. Additionally, diet affects the gut microbial community of B. germanica (Pérez-Cobas et al. 2015), and apartment-collected and laboratory-reared cockroaches differ in their gut microbiota (Kakumanu et al. 2018). However, it is unknown if the gut microbiota affects diet choice in B. germanica. It is possible that feral cockroaches disliked the texture or specific components of our synthetic diet. Food neophobia (reluctance to eat new foods) coupled with their transport from the field to the laboratory might have suppressed the feeding of feral cockroaches in the laboratory. As suggested by Kells et al. (1999), fats may make up a high proportion of the German cockroach diet in apartment settings, and our diets were deficient in lipids, increasing their unfamiliarity. We observed fats in high abundance within apartment kitchens, especially near stovetops and on counters. In addition to neophobia, if the insects are calorically sated by fats this could lead to lower consumption of other foods.
Another possibility, discussed below, is that cockroaches sought a target protein intake. Previous research has shown that B. germanica has a preferred target ratio of 1P:2C to 1P:3C (Jones and Raubenheimer 2001, Raubenheimer and Jones 2006, Jensen et al. 2015b). As protein-deficient feral cockroaches seek to ingest more protein, they would take more of the protein-rich 1P:1C diet and require less of the carbohydrate-rich 1P:11C diet. This would result in less overall dietary intake. Related to this consideration, the
laboratory-reared cockroaches were previously restricted to a single diet and having a dietary choice for the first time resulted in greater overall intake as they rebalanced nutrients, as demonstrated by Raubenheimer and Jones (2006). Conversely, the feral cockroaches normally experienced food choices in the field, and their rebalancing of nutrients required lower amounts of the protein-rich diet.
Protein and Carbohydrate Intake
The Blattodea lineage, in general, has evolved multiple adaptive strategies that mitigate nitrogen-deficient foods, including symbiotic association with mycetocyte-housed Blattabacterium (Sabree et al. 2009), recycling of exuviae (Mira 2000), storage and recycling of urates (Cochran 1985), coprophagy (Kopanic Jr et al. 2001), and various protein-rich nuptial secretions, including tergal secretions (Brossut and Roth 1977), large spermatophores, and urates (Mullins and Keil 1980, Schal and Bell 1982). The self-selected protein intake of the laboratory-cultured cockroaches was in the 10–12% range, substantially below the expected 1P:2C to 1P:3C proteinto-carbohydrate ratio previously reported for B. germanica (Jones and Raubenheimer 2001, Jensen et al. 2015b). This pattern of lower than expected protein consumption was expressed by all three life stages, with even females consuming only about 10% protein (Fig. 4B). These results suggest that the protein content of the rodent chow (29% protein of the total protein and carbohydrate ingredients, equivalent to a 1P:2.5C) fed to these cockroaches exceeded their protein needs; they compensated in our assays by eating more of the 1P:11C carbohydrate-rich diet, rebalancing their nutritional needs. This idea is consistent with the results of Raubenheimer and Jones (2006), who showed that when B. germanica nymphs were pretreated with an imbalanced protein-rich diet, they almost immediately (within 4 h) initiated compensatory self-selection, eating more of the complementary carbohydrate-rich diet. Self-selection then directs the cockroaches in the trajectory of their preferred 1P:2C ratio of nutrients.
Conversely, household populations of B. germanica were previously found to have lower uric acid stores relative to laboratory cultures, which suggested that they consumed protein-deficient foods (Kells et al. 1999). Therefore, we expected to find greater protein intake in feral cockroaches than in laboratory-cultured cockroaches. Indeed, both laboratory strains were at the lower end of the overall range of protein intake, consuming 1P:5.7C to 1P:4C (Fig. 3B). Feral cockroaches, on the other hand, ate in the range of approximately 20 to 50% protein (1P:4C to 1P:1C) at both the population level in apartments (Fig. 3A) and when cockroaches were individually assayed in the laboratory (Fig. 3B). The correlation between these two measures was strong (Spearman rho = 0.667), but marginally insignificant (P= 0.0588), suggesting a high level of population-specific self-selection to meet protein-to-carbohydrate targets. The patterns expressed by adult females, adult males, and large nymphs in the laboratory assays support this assertion, as they are significantly correlated with each other.
Thus, the pattern of greater protein intake by feral cockroaches versus laboratory-cultured cockroaches confirms the predictions of Kells et al. (1999) from indirect measures of body composition and respiration metrics that feral German cockroaches consumed diets of 7–9% protein. Again, our results also are consistent with the findings of Raubenheimer and Jones (2006) that proteindeficient B. germanica nymphs rapidly compensated by self-selecting a protein-rich diet to reach their preferred 1P:2C ratio. They also partly concur with the findings of Clarebrough et al. (2000) who used the same two P. americana populations as Mira and Raubenheimer
(2002) – this study found that feral males ate more protein in laboratory assays than cultured males, but this pattern was not apparent in females.
Clarebrough et al. (2000) suggested that P. americana males differentially allocate ingested protein to their accessory reproductive glands, whereas females have more endosymbionts that aid them in nitrogen metabolism. Likewise, frequently mated B. germanica males prefer to ingest more protein-rich diets, presumably to replenish sperm and accessory reproductive gland reserves (Jensen and Silverman 2018). We found that all life stages of feral B. germanica consumed more protein than cultured cockroaches. All stages require protein for growth and development (nymphs); vitellogenesis, oocyte maturation and ootheca production (females); and sperm and accessory reproductive gland production (males). However, these life stages vary their protein intake based on their developmental, physiological and gonotrophic stages (Haydak 1953, Schal et al. 1997, Jensen et al. 2016). We selected only non-gravid females (which tend to eat more food than other stages) for inclusion in our 24 hr self-selection assays but could not discern other details of their physiological status, nor those of nymphs and adult males. Unlike Periplaneta americana females that have short gestation and produce small oothecae in rapid succession, B. germanica females invest in much larger oothecae (relative to body mass) and have a protracted gestation (21 d at 27 o C) during which they eat sparingly. Perhaps it is not surprising, therefore, that non-gravid females self-selected more protein in support of vitellogenesis, ootheca production, and the long gestation period.
Finally, various papers on dietary choice in the German cockroach have promulgated an expectation of a 1P:3C preference, likely due to the influential work of Jones and Raubenheimer (2001). It is important to note, however, that the 1P:3C expectation was based on unreported preliminary data, and the empirical results reported by Jones and Raubenheimer (2001) showed that nymphs ate closer to a 1P:2C ratio. The 1P:2C ratio is also supported by other geometric framework analyses, including by Jensen et al. (2015a and b) and our results.
Limitations and Follow-Up Research and Application
We already mentioned some of the limitations of this work, including only two laboratory-cultured strains and a relatively small number of apartments with unknown infestation levels. The stress associated with being captured and transported to the laboratory might also affect consumption 24 h later.
Follow-up work on diet choice in field-collected cockroaches could focus on how dietary preferences change with time in culture, as examined with P. americana (Mira and Raubenheimer 2002). Our study focused on freshly collected cockroaches with the aim of representing their field-based preference, which might be shaped by the effects of nutrient scarcity in their feral environment. Culturing field-collected cockroaches on various diets and re-testing them periodically could uncouple the effects of nutrient availability and genetic responses to their initial feral environment. Interestingly, PR-712, the strain that had been in culture for less time than the Orlando Normal cockroaches, behaved more like the field populations, with a wider range of and greater relative amount of protein consumption than the older culture (Orlando Normal). It is possible that with more time away from the pressure of food scarcity, the insects adjust the amount and type of diet they consume, as in the case of glucose-averse cockroaches allowed to proliferate without selection from glucose-containing baits (Jensen et al 2017).
Another consideration for future research is to use various diet choices in self-selection experiments, as done by Jones and Raubenheimer (2001) and Raubenheimer and Jones (2006) with nymphs, to determine whether feral cockroaches consistently converge to the same protein-to-carbohydrate target independently of the diet choices available to them. Notably, the preferred 1P:2C ratio of feral cockroaches approximately coincides with the expected outcome of 1P:2.4C if the insects in our studies randomly ate approximately equal amounts of both 1P:1C and 1P:11C diets. Therefore, it is important to acknowledge that our two diets made it difficult to distinguish between random consumption of the two diets and their self-selection. Nevertheless, we were still able to observe that feral cockroaches self-selected in favor of the more protein-rich diet, while laboratory-reared cockroaches self-selected in favor of the carbohydrate-rich diet.
The most obvious potential application of cockroach dietary preferences is in cockroach control with insecticidal baits. Baits have several advantages over less targeted methods, such as residual sprays. Field populations of cockroaches are less resistant to the active ingredients in baits than to pyrethroids in sprays and aerosols (Wei et al. 2001, DeVries et al. 2019). Additionally, highly palatable bait products can deliver a lethal dose even to resistant insects, which avoids sub-lethal doses of insecticide and the associated issues of selection for insecticide resistance (Gressel 2011). Finally, baits do not leave pesticide residues in non-target areas (Wang et al. 2019). However, optimization of bait palatability and efficacy requires a clear understanding of the odor, taste and nutritional preferences of feral cockroach populations, as well as the effects of bait composition on learning and horizontal transfer of the bait.
Acknowledgments
We appreciate the indispensable help of Rick Santangelo with collecting cockroaches in infested apartments. Kim Jensen helped with guidance on diet preparation and experimental design. We thank Mike Roe for reviewing an earlier draft of this manuscript. Partial funding for this work was provided by Bayer CropScience, the Structural Pest Management Training and Research Facility at North Carolina State University, the Blanton J. Whitmire endowment at North Carolina State University, and a grant from the U.S. Department of Housing and Urban Development Healthy Homes program (NCHHU0053-19).
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Wang, C., A. Eiden, R. Cooper, C. Zha, D. Wang, and E. Reilly. 2019. Changes in indoor insecticide residue levels after adopting an integrated pest management program to control German cockroach infestations in an apartment building. Insects 10: 304.
Wei, Y., A. G. Appel, W. J. Moar, and N. Liu. 2001. Pyrethroid resistance and cross-resistance in the German cockroach, Blattella germanica (L). Pest Manag. Sci. 57: 1055–1059. | <urn:uuid:03d95549-bc12-434e-8d8a-af0dbcb50608> | HuggingFaceFW/finepdfs/tree/main/data/eng_Latn/train | finepdfs | eng_Latn | 42,472 |
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