Striving for Professionalism in Cost Effective Boreholes Angola Professional Borehole Drilling Management Training Course Understanding groundwater, cost-effective boreholes, procurement, contract management and costing and pricing of boreholes Angola, 20 – 24 November 2017 Final Workshop Report December 2017 __________________________________________________________________________________ Dotun Adekile, Bélis Matabire, Miguel Angel Gonzalez Alonso and Dr Kerstin Danert Skat Foundation, Vadianstr 42, CH 9000 St Gallen, Switzerland on behalf of the National Directorate for Water, Ministry of Energy and Water Angola, UNICEF New York and UNICEF Angola Professional Borehole Drilling Management Angola TRAINING COURSE REPORT Acknowledgements The course facilitators, Dotun Adekile, Miguel Angel Gonzalez Alonso and Bélis Matabire grateful acknowledge the support of Tomas Lopez de Bufala, UNICEF WASH Chief Angola and Edson Monterio for their support in getting the workshop delivered. We are also grateful for their hospitality. Particular thanks also to Damião Alfredo Mazengua for his careful driving and getting us around Lubango. And finally, a big thank you to the Instituto Superior Politenico, Tundavala, Lubango for providing the venue and training facilities. Frontispiece: Group photograph of the workshop participants on 22nd November, 2017 1 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT Contents Acknowledgements ................................................................................................................................. 1 List of Pictures ......................................................................................................................................... 4 List of Tables ........................................................................................................................................... 4 Abbreviations .......................................................................................................................................... 4 Summary ................................................................................................................................................. 5 1 Introduction .................................................................................................................................... 7 Participants ......................................................................................................................................... 7 2 Background to the Training Course ................................................................................................ 7 Learning objectives ............................................................................................................................. 8 Course Structure and Activities........................................................................................................... 8 Day 1: Opening; Introduction; Understanding groundwater without jargon .................................... 9 Understanding groundwater without jargon .................................................................................. 9 Introduction to cost effective boreholes- What does it mean for Angola? .................................... 9 Film show ...................................................................................................................................... 10 Drama sketches ............................................................................................................................. 11 Publications ................................................................................................................................... 11 Day 2: Procurement ......................................................................................................................... 11 Ice breaker .................................................................................................................................... 11 Procurement of Borehole Projects ............................................................................................... 11 Contract Award ............................................................................................................................. 12 Drama sketch ................................................................................................................................ 12 SWOT Analysis ............................................................................................................................... 12 Day 3: Contract Management (including an introduction to drilling supervision) ........................... 13 Contract Management .................................................................................................................. 13 Drama sketches ............................................................................................................................. 14 Presentation of the Preliminary Study of the State of Water well drilling in Angola ................... 14 The Fishbowl – should the local government, the national government or UNICEF pay for dry borehole ........................................................................................................................................ 14 Monitoring and reporting ............................................................................................................. 14 Visit to the Tundavala Wellfield .................................................................................................... 16 Day 4: Costing and Pricing................................................................................................................. 17 Definition of terms ........................................................................................................................ 17 Steps in Borehole Costing and Pricing .......................................................................................... 18 2 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT Drama sketch ................................................................................................................................ 18 Development of an Engineer’s Estimate ....................................................................................... 18 Issues of concern in the sector identified by the participants ...................................................... 18 Day 5: Course Review, Awards, Certificates and Closing ................................................................. 19 Course Review ............................................................................................................................... 19 Professional borehole drilling: what next for Angola? ................................................................. 20 Quiz ............................................................................................................................................... 20 Course evaluation ......................................................................................................................... 21 Presentation of drama awards...................................................................................................... 22 Certificates and Closing ................................................................................................................. 22 3 Observations and Conclusion ....................................................................................................... 23 Annex 1 List of Participants and Facilitators ......................................................................................... 25 Annex 2 Detailed Training Programme ................................................................................................. 26 Annex 3 Review of the summary report of the preliminary assessment of water well drilling sector in Angola ................................................................................................................................................... 38 Annex 4 Comments by the participants on the course ........................................................................ 40 3 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT List of Pictures Picture 1 The facilitators preparing for the workshop in the UNICEF Office Lubango - from left Dotun Adekile, Bélis Matabire, Miguel Angel Gonzalez Alonso ........................................................................ 9 Picture 2 Tomas Lopez de Bufala opening the workshop on Day 1 ...................................................... 11 Picture 3 Performance of The importance of transparency in procurement with Pinto Fiel on the right as Thandi and Jose Coimbra Gaspar on the left as the minister ........................................................... 12 Picture 4 Participants starting the day with the ice breaker on Day 2 – from left Jorge, Leonel, Fabio, Carlos, Gift, Paula, Adelina, Olga, Alfonsina, Cleomara ........................................................................ 13 Picture 5 Participant in the Fishbowl: From left, Enyaline, Carmen, Carlos and Miguel ...................... 15 Picture 6 Edson explaining a borehole section to participants at the Tundavala wellfield control room .............................................................................................................................................................. 16 Picture 7 Participants in group work..................................................................................................... 17 Picture 8 Participants answering the quiz............................................................................................. 20 List of Tables Table 1 The RWSN Principles of Cost Effective Boreholes and the Angola Situation ........................... 10 Table 2 SWOT Analysis of Borehole Procurement in Angola ................................................................ 13 Table 3 Monitoring and reporting perspectives - Post construction checklists ................................... 15 Table 4 Summary of course evaluation ................................................................................................ 21 Table 5 Comments and recommendations by Course Participants ...................................................... 22 Abbreviations DPEA Provincial Directorate for Energy and Water DNA National Directorate for Water INRH National Institute for Water Resources MINEA Ministry of Energy and Water PCA Project Collaboration Agreement RWSN Rural Water Supply Network SPICE Striving for Professionalising in Cost Effective Boreholes ToR Terms of Reference 4 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT Summary As part of the cooperation agreement between UNICEF and Skat Foundation on Professional Borehole Drilling Management, a five day training workshop on ‘Understanding groundwater, cost effective boreholes, procurement, contract management and costing and pricing of boreholes’ was conducted by Skat Foundation on behalf of the Ministry of Energy and Water, Angola, between the 20th and 24th November, 2017. The workshop was delivered at the Instituto Superior Politenico, Tundavala, Lubango, Angola by Miguel Angelo Gonzalez Alonso, Belis Matabire and Dotun Adekile with remote support from Kerstin Danert and Jose Gesti Canuto on behalf of Skat Foundation and UNICEF Programme Division, New York. Tomas Lopez de Bufala and Edson Monterio of UNICEF Angola provided both logistical and technical support during the workshop. Apart from the facilitators, 28 participants took part in the workshop. The following report gives an account of the proceedings and outcomes of the workshop. The learning objectives of the training workshop were that by the end of the course, the participants would:  Understand the Principles of Cost Effective Boreholes  Have some knowledge of groundwater occurrence in Angola  Understand the procurement process in borehole construction  Appreciate why transparency in procurement is essential for sustainable water supplies  Understand how to cost and price boreholes in drilling projects  Be able to prepare engineer’s estimates for borehole drilling projects  Evaluate tender documents for siting and drilling of boreholes  Effectively manage borehole drilling projects from site selection through to completion The delivery of the course was by lectures with PowerPoint point presentations, interactive discussion, group work, drama sketches and film shows. Participants were presented with copies of the Portuguese versions of the following RWSN publications:  Code of Practice for Cost Effective Boreholes.  Costing and Pricing; A guide for Water Well Drilling Enterprises  Procurement and Contract Management of Drilled Well Construction  Supervising Water Well Drilling, A Guide for Supervisors They were also each presented with a flash drive containing all the slides of the Power Point presentations and other relevant resources materials. The discussion throughout the workshop was very lively and informative. The participants arrived promptly every day of the course and stayed throughout. All the participants contributed to the group exercises and were attentive to the presentations. The drama sketches and debates were taken seriously and the participants readily identified the messages of the sketches and the logic in the debates. By the end of the course the participants had grasped the principles of cost effective boreholes and were able to use it to identify the challenges of the sector in Angola. Some the challenges identified are: 5 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT  Drillers and groundwater consultants are not registered or licenced.  The high level of corruption in borehole procurement  Government should identify the reasons for the high and variable prices of boreholes in Angola and how it can be reduced and standardized so that the water supply coverage can increase  There are few individuals available to professionally procure and supervise borehole drilling  The low rural water supply coverage at 22% despite the huge investment in the sector  There are no technical guidelines or regulations on borehole siting, drilling, development and pumping test  There are no mechanisms for post construction monitoring  There is no central database for borehole records  There is lack of communication and coordination between the central government and the provincial governments in rural water supply  Lack of information sharing, i.e., stakeholders are not aware of the water law/policy and other WASH guidelines/policy It was an intensive five day course which should be spread over a longer period but the participants were provided with several resource materials for reference and further study and use in their work. The report of the Preliminary Study of the Drilling Sector in Angola1 was presented at the workshop by the consultant. The report succinctly identifies the challenges in the drilling sector in Angola. It corroborates the outcome of the discussion at the workshop. The findings of the study need to be made known to a wider audience of stakeholders to develop an action plan to address the issues. Before developing the action plan a more detailed study is required. The study should unravel the history of drilling in Angola since colonial times to be able to understand the evolution of the present situation and determine the way forward. The study should also assess the drilling capacity in the country, the number of drilling companies, the state of their equipment and experience and skills of the personnel. The study should look at the factors that affect the pricing of boreholes, why the price is so high and so variable and the current procurement procedure. The study should then lead to an action plan involving the development of statutory instruments for the regulation of groundwater abstraction in the country and a strategy to increase the rural water supply coverage. 1 Pinto Fiel (2017) Preliminary Assessment of Water Well Drilling Sector in Angola, UNICEF Angola 6 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT 1 Introduction A training course on Professional Borehole Drilling Management: Understanding groundwater, cost- effective boreholes, procurement, contract management and costing and pricing of boreholes was organised by a collaboration of UNICEF New York and Skat Foundation on the one hand and UNICEF Angola on the other hand, as support to the National Water Directorate (DNA) in the Ministry Water and Energy Angola (MINEA). The workshop was held at the Instituto Superior Politécnico, Tundavala, Lubango, Angola between the 20th and the 24th November 2017. Participants A total of twenty eight participants and three facilitators and two UNICEF Angola staff took part in the course. The participants were drawn from government departments, private drilling companies, the NGO and the academia. Eleven of the participants (39%) were female. The list of participants is provided in Annex 1. The concept and content of the training course was developed and agreed with UNICEF Angola and MINEA by José Gesti Canuto of UNICEF New York and Kerstin Danert of Skat Foundation. It drew on experience from previous courses in Sierra Leone, Nigeria and Zambia The workshop was facilitated by two trainers, Miguel Angelo Gonzalez Alonso, an experienced hydrogeologist based in Lubango, Angola and Bélis Matabire, a seasoned trainer and geologist from Mozambique. Dotun Adekile, a hydrogeologist, based in Nigeria, who had been involved in the development of the Cost Effective Borehole theme and had delivered the course in the three other countries (above) acted as the support trainer to the two main facilitators. Prior to the workshop the three facilitators had gone over the entire course material so that there was common understanding about the delivery of the courses. Tomas Lopez de Bufala, Chief of WASH UNICEF Angola and Edson Monterio, WASH Program Officer provided both technical and logistical support during the course. 2 Background to the Training Course The course was declared open by Tomas Lopez de Bufala. He welcomed all the participants. He provided the background to the training workshop. The collaboration between UNICEF Programme Division (New York) and Skat Foundation, Striving for Professionalising in Cost Effective Boreholes (SPICE) identifies problems that undermine borehole cost-effectiveness such as low quality, high failure rates and high cost of construction and installation. To tackle this, the collaboration aims at improving country capacity to professionalise the practice of both manual and machine drilling and improve construction quality. This is done by trying to embed the Principles of Cost Effective Boreholes in country practice in a number of African countries. Following discussion between UNICEF Angola, UNICEF Programme Division and Skat Foundation in early 2016, a concept note proposed three courses to support the development of a professional drilling sector in Angola. The National Directorate for Water (DNA) in the Ministry of Energy and Water Angola (MINEA) expressed keen interest in the courses. It was therefore agreed that the Skat/UNICEF Project Cooperation would focus on the development and running of the first three modules of the six module course in Angola. This led to the development of the Terms of Reference (ToR) between UNICEF Angola and Skat Foundation. The specific outputs of the consultancy were 7 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT o Delivery of a five day short course to 35 participants in Angola on drilling procurement, costing & pricing and contract management o A review of the Consultant’s report of the Preliminary Assessment of the Water Well Drilling Sector in Angola Tomas Lopez de Bufala reiterated UNICEF’s support to the government of Angola to increase water supply coverage in the rural areas of the country. He narrated the activities of the Rural Water Supply Network (RWSN) in the development of the Code of Practice for Cost Effective Boreholes. He urged the participants to avail themselves fully of the opportunities provided by the workshop. This report gives an account of the proceedings and outcomes of the course and a review of the consultant’s report on the Preliminary Assessment of the Water Well Drilling Sector in Angola (See footnote 1). Learning objectives The learning objectives of the 5-day short course were that by the end of the course, the participants would:  Understand the Principles of Cost Effective Boreholes  Have some knowledge of groundwater occurrence in Angola  Understand the procurement process in borehole construction  Appreciate why transparency in procurement is essential for sustainable water supplies  Understand how to cost and price boreholes in drilling projects  Be able to prepare engineer’s estimates for borehole drilling projects  Evaluate tender documents for siting and drilling of boreholes  Effectively manage borehole drilling projects from site selection through to completion Course Structure and Activities The course was delivered in three modules as follows:  Module 1: Introduction: Understanding groundwater without jargon  Module 2: Introduction to Cost Effective Boreholes – what does it mean for Angola?  Module 3: Procurement, contract management and costing and pricing of boreholes The programme of activities of each day of the short course is summarised in Annex 2. The overall approach to the delivery of the course recognised that some of the participants had little or no knowledge of groundwater, procurement and contract management and had to be introduced to the topics in a simplified manner. The approach used was a mixture of training and teaching methods and group exercises to enhance the knowledge of the individual participants and enable experiences to be shared and an exchange of ideas and opinions. The courses were delivered by lectures using PowerPoint presentations, interactive discussion, group work, drama sketches and film shows. Participants were encouraged to ask questions for clarification regularly during each presentation or activity. Seating places were changed part way through the course and four different groups were formed to allow each participant to work with everyone else and to get to know each other. Each morning began with an icebreaker and there was an energiser after the lunch break. Throughout the course the participants were encouraged to think 8 Professional Borehole Drilling Management Angola TRAINING COURSE REPORT critically about the state of groundwater development in Angola. Issues of concern in the sector identified by the participants during the course were noted by the facilitators and are presented in the section on Day 4 of this report. The highlights of each day’s activities are summarised below. Picture 1 The facilitators preparing for the workshop in the UNICEF Office Lubango - from left Dotun Adekile, Bélis Matabire, Miguel Angel Gonzalez Alonso Day 1: Opening; Introduction; Understanding groundwater without jargon Understanding groundwater without jargon Following the opening by Tomas Lopez de Bufala, Bélis Matabire and Miguel Angel Gonzalez Alfonzo delivered a lecture on Understanding groundwater without jargon. The lecture provided participants without a technical background in hydrogeology with a basic understanding of groundwater occurrence and development. It used a simple language, and was intended to enable the participants to subsequently carry out their duties in procurement and management of borehole projects in an informed manner. The lecture explained the importance of water and groundwater usage, its occurrence in different rock types, methods used in prospecting for groundwater, borehole design and borehole construction and the groundwater resources of Angola. Introduction to cost effective boreholes- What does it mean for Angola? Miguel Angel Gonzalez Alonzo introduced the participants to the RWSN nine principles of cost effective boreholes and asked them to discuss the principles in relation to the drilling environment in Angola. The outcome of the discussion is resented in table 1 below. It shows that there are several challenges facing the sector and that very few of the principles, based on global good practices, are yet to be taken on board in the country. 9