ADERASA Lima and San Jos

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• ADERASA Lima and San José
• November 2004
• Edward Glennie
• Statistician

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Aims of the presentations

• To introduce IBNET, its evolution, current status
  and ideas for future
• To explain the IBNET data indicators
• To discuss future cooperation between ADERASA and
  IBNET

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Introducing IBNET

• International Benchmarking Network for Water and
  Sanitation Utilities
• What is IBNET, and what does it provide?
• The web-site
• The database
• How is IBNET being managed and developed?

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Background to IBNET

• There are several barriers to sharing
  international performance data
• 1. The need for agreement on a standard set of
  indicators.
• 2. Difficulty of setting standard data
  definitions
• 3. Need for a mechanism for sharing results

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World Bank Start Up Kit

• Set-up to address these problems by providing a
  standard set of Performance Indicators and a
  web-based method of comparing data.
• Was available on the World Bank Website and
  contained performance indicators for the water
  sector

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The New IBNET Project

• 2.5 year programme
• Opportunity to create a global benchmarking
  network for both developed and developing
  countries
• For use by utilities, industry associations,
  regulators, government departments and
  International Financial Institutions

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World Bank objectives for IBNET

• to expand the coverage and effectiveness of the
  existing benchmarking network to include
• a refined set of performance indicators (Toolkit)
• more utilities from all continents
• to build longer-term sustainability of the IBNET
  network and its finances
• Market survey to obtain opinions

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1 a) Performance indicators

• Some anomalies were removed
• As far as possible compatible with the IWA set of
  indicators
• Indicators on the water users view were
  introduced
• Two methods of calculating exchange rates and GNI

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1 b) Encouraging more utilities

• Web site
• French, Spanish and in future other languages
• Active contacts in Eastern Europe, Vietnam,
  Indonesia, Australia, Ethiopia other African
  countries, Latin America
• Making contacts in Southern Europe Asia

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Existing Potential Nodes
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Existing nodes are from...

• Latin America - ADERASA
• Africa - Water Utilities Partnership
• Eastern Europe - OECD
• Asian cities - Asian Development Bank
• Australia - WSAA
• Others...

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2. Building Sustainability (1)

• Looking for industry associations, regulators and
  government bodies as partners
• These agencies are able to compile data and
  need to share that information with others so
  that they can monitor water services in their
  country better

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2. Building Sustainability (2)

• Targeting International Financial Institutions
  (IFIs) as partners
• IFIs through technical assistance work and loans,
  can provide valuable support to utilities in
  providing data on an on-going basis
• IFIs can also support the institutions that
  benefit from the compilation and sharing of
  performance data

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IBNET web site

• www.ib-net.org

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En Español Muchas gracias por visitar nuestra
página IBNET. Tenemos la intención de traducir
esta página a otros idiomas. La version española
se esta preparando y sera disponible in algunos
meses. En caso de requerir información adicional
sobre el programma IBNET, la página o el IBNET
Toolkit for Benchmarking, por favor no duden en
contactar con nosotros en cualquier idioma que
prefieran. ibnet_at_wrcplc.co.uk
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• INDICATOR INFORMATION
• About IBNET Indicators
• IBNET and QA
• IBNET Indicators and Local Indicators
• Access IBNET Toolkit
• IWA Performance Indicators
• Indicators Used By Others

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• BENCHMARKING RESOURCES
• To Start Benchmarking
• Watermarque Magazine
• Access Relevant Links
• Accessing the IBNET Toolkit
• Access Important Publications and Articles on
  Benchmarking

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(No Transcript)
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• Download the IBNET Toolkit
• The Benchmarking Toolkit is available in English
  and French (for the Word documents). Spanish and
  Russian versions are currently being prepared.
• We recommend that you download the Toolkit files
  and that first you read the Instructions and the
  Guidance notes for the files. IBNET Water
  Benchmarking (Word document, .doc)
• IBNET Toolkit Instructions (Word document, .doc)
  
• IBNET Indicator Definitions (Word document,
  .doc)
• IBNET Input Data Definitions (Word document,
  .doc)
• IBNET Data and Indicator Lists (Excel document,
  .xls)
• IBNET Data Entry (Excel document, .xls)
• IBNET Indicator Calculator (Excel document,
  .xls)
• World Bank GNI Exchange Rate Data 1998 to 2002
  (Excel document, .xls)

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• PERFORMANCE RESULTS
• Accessing the Performance Results
• Country Datasets
• Search of Standard Indicators

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Benchmarking Water Sanitation Utilities Core
Indicator Values NODE ETHIOPIA
Return to IBNET For more information
specific to this node, please contact Eyob Defere
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Typical Data Download (part)
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How can IBNET help you?

• Access to data from other parts of the world
• Contact with people with common interests
• Link to benchmarking resources
• Publicity for ADERASA
• Your views?

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To finish

• Thank you for listening
• IBNET is still developing please contact us and
  make comments
• Next
• the new IBNET indicators
• The IBNET toolkit

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(No Transcript)
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Aims of the presentations

• To introduce IBNET, its evolution, current status
  and ideas for future
• To describe and explain the ADERASA and IBNET
  data indicators
• To discuss future co-operation between ADERASA
  and IBNET

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• INDICATOR INFORMATION
• About IBNET Indicators
• IBNET and QA
• IBNET Indicators and Local Indicators
• Access IBNET Toolkit
• IWA Performance Indicators
• Indicators Used By Others

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B. IBNET data indicators

• Why the changes to the Start Up Kit?
• Details of the toolkit
• Relationship between IBNET and each node

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Comparison of ADERASA IBNET benchmarking

• Almost all IBNET indicators can be calculated
  from ADERASA data
• Except for the new IBNET qualitative indicators
• ADERASA has more indicators

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The new IBNET indicators

• To show whether the poor have an appropriate
  water service (DfID)
• Affordability two methods of using GNI and
  exchange rates
• Qualitative indicators
• Splitting water consumption, revenues operating
  costs
• Normalising factors

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Water service to the poor

• Public water points (1.3)
• Discontinuous supply (15.2)
• Making new connections affordable (22)

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Cost and price (tariff) comparisons

• Why make comparisons?
• Can people afford to pay?
• Is the utility efficient?
• Sub-dividing costs
• Por m3, por cuenta.
• Considered in local currency, but conversion to
  US allows international comparison
• Atlas method
• PPP method (Purchasing Power Parity)

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Affordability

• Water sewerage services
• Connections
• Considered in local currency, but conversion to
  US allows international comparison
• GNI is a measure of income
• Atlas method
• PPP method (Purchasing Power Parity)

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Atlas PPP calculations
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BA 18.1 Average Tariff
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Qualitative indicators

• Ask whether or how a utility does something
• Planning (P)
• Human resources (HR)
• Sources of finance (F)
• Customers (C)

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Subdividing water use SUK
Metered water
Water sold
Water put into supply
Non revenue water
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Subdividing water use new toolkit
Metered water
Water sold
Water put into supply
Non revenue water
Residential
Industrial
Institutions
Bulk supply
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Splitting annual costs - SUK
Staff costs
Total operating cost
Contract costs
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Splitting annual costs new toolkit
Staff costs
Total operating cost
Contract costs
Water supply
Wastewater services
Overheads are allocated, and costs of other
activities are excluded, before putting data in
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Splitting annual revenues new toolkit
Wastewater service
Total annual revenue
Water service
Residential
Institutions
Industrial
Bulk supply
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Normalising factors water supply
Start Up Kit New Toolkit Volume of water
sold (agua comercializada) v v Population
(habitantes) v v Nr of households v Nr of
customers (cuenta) Nr of connections
(conexion) v v Length of water mains (km) v v
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Normalising factors wastewater
Start Up Kit New Toolkit Volume of
wastewater (aguas residuales) v v Population
(habitantes) v v Nr of households Nr of
customers (cuenta) Nr of connections
(conexion) v v Length of water mains (km) v v
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Demonstration of the new toolkit
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IBNET - data flows
Web site
All indicators (IBNET labelled)
Strictly IBNET format
Utility 1 Data
Node A data indicators
Database indicators for all nodes
Utility 2 Data
Node B data indicators
Utility 3 Data
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(No Transcript)
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Tasks of a node owner

• Writes a short description for the web site.
• Has own set of indicators, some of which (marked
  clearly) are in the IBNET set,
• Decides how much of the data is public,
• Creates / updates the set of data annually,
• Writes a short statement on the quality /
  reliability of the data

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Tasks of the IBNET central manager

• Checks that the indicator values are permissible
• Puts the indicator values into the exact IBNET
  format for the database
• Manages the web site, including the country data
  and the data base

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Data reliability (QA)

• How can we ensure that the data are reliable
  enough?
• IBNET approach
• For each data set there will be a short statement
  on data reliability
• We are consulting on using an A to D grading
  system

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Data grading system summary

• A Audited data
• B Reliable data
• C Uncertain data
• D Estimate, no data

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Your views please!

• How to ensure that data are reliable
• Would a data grading system be useful?
• If yes, are 4 grades the right number, and are
  the definitions OK?

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Any questions?
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(No Transcript)
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Aims of the presentations

• To introduce IBNET, its evolution, current status
  and ideas for future
• To explain the IBNET data indicators
• To discuss future cooperation between ADERASA and
  IBNET

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C. Future cooperation between ADERASA and IBNET

• Detailed comparison of IBNET ADERASA systems
• 2003 data
• The future

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Comparison of ADERASA IBNET benchmarking

• No important gaps almost all IBNET indicators
  can be calculated from ADERASA data
• Except for the new IBNET qualitative indicators

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Qualitative indicators - Planning

• What best describes the utilitys planning
  process?
• A setting budgets for the next year,
• B a multi-year plan that identifies targets and
  resources for change and improvement,
• C other (please enter description)

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Qualitative indicators - Regulation

• Who has general oversight of the utilitys
  services and prices?
• A local, regional or national government
  department,
• B independent board of stakeholders,
• C independent service and price regulator,
• D other (please enter description)

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Qualitative indicators - Staff

• The management of your utility undertakes the
  following (yes/no)
• Has a skills and training strategy for all staff?
• Has an annual appraisal and target setting system
  for managers?
• Has an annual appraisal and target setting system
  for all staff?
• Has a reward and recognition programme for all
  staff?
• Has the ability to recruit and dismiss staff
  (within an agreed plan)?

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Qualitative indicators - Finance

• What are the main sources of finance for
  investment?
• Grants or government transfers to the utility?
• Borrowing from international financial agencies
  (multi or bi laterals)?
• Government owned banks?
• Commercial banks or bond holders?

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Qualitative indicators Customers 1

• What would be the monthly water bill for a
  household consuming 6m3 of water per month
  through a household or shared yard tap (but
  excluding the use of standposts)?

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Qualitative indicators Customers 2

• How does the utility find out the views of its
  customers?
• Letters, telephone calls etc from customers
• Responding to customer complaints
• Questionnaire survey
• Other

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2003 data

• Look at Excel files in detail
• Permission to put data on web site?
• Write short descriptions
• Write statement(s) on data quality
• How should countries be grouped?

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2003 ADERASA data
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Future plans

• ADERASA plans
• Which countries?
• Which cities or areas in each country
• Same data indicator sets as 2003?
• Calculating the IBNET indicators?
• Stories of how information has been used?
• Data analysis, e.g. DEA?

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Memorandum of understanding?

• Between ltnode ownergt and ltIBNET managergt
• Contact points in each organisation
• Who will label (calculate?) the IBNET indicators
  
• Who will host the node / country information?
• How often will new information be provided?
• Notice of ending the agreement
• Anything more?