This two-day program will provide a master class for intermediate-level environmental and social impact assessment (ESIA) practitioners who want to learn more about the oil and gas (O&G) sector, including conventional and unconventional (shale) O&G projects.  The training will build on the participants' knowledge of the ESIA process, provide them with a foundation of environmental and social issues specific to O&G projects, and enhance their ability to leverage ESIAs towards more sustainable O&G developments. Goals and learning outcomes include:

• Review the O&G development cycle and likely impacts and mitigation measures for hydrocarbon development projects including conventional and unconventional projects.
• Identify linkages between the O&G development cycle and the ESIA core components – and opportunities for decision making; and
• Increase participants' level of confidence with ESIA's in the O&G sector through case studies and participant questions.

The training will be a participatory venue with a balanced mix of instructor presentations and discussions to leverage the participants' own broad range of experience, promote dialogue, and share best practices. Group exercises and case studies will be an integral part of the course. Participants should be prepared to exchange experiences, challenges and solutions with peers.
The training also assumes participants are familiar with ESIA best practice guidance (e.g. World Bank OP 4.01, IFC Performance Standards, IFC/World Bank General and Oil and Gas Sector Guideline, IAIA, IDB, etc.) and have practical experience in planning and implementing ESIAs in any sector. 
Broadly, the workshop is divided into two days:  The first day will focus on "the Oil and Gas Sector Project Cycle" and the second on "Core Components of ESIAs" and a case study. 

Level:	Intermediate
Prerequisites:	Participants are expected to be familiar with environmental and social impact assessment international policy and practice as applied to the oil and gas sector (e.g. World Bank OP 4.01, IFC Performance Standards, IFC/World Bank General and Oil and Gas Sector Guideline, IAIA and IDB guidance etc.) and have at least two years of practical experience with environmental and social impact assessment in any sector.  Participants in public, private, and non- government organizations with an interest in learning about environmental and social impact assessment as applied to onshore and offshore, conventional and unconventional (shale) oil and gas exploration and development projects are welcome.
Language:	English
Duration:	2 days (18-19 April)
Min/Max:	10-35
Instructors:	Fernando Rodriguez, Managing Director, HSE International, LLC (USA) Agnieszka Rawa, Managing Director, Compact Development, Africa Region, Millennium Challenge Corporation (USA)

 

COURSE DESCRIPTION
This two-day program will provide a master class for intermediate-level environmental and social impact assessment (ESIA) practitioners who want to learn more about the oil and gas (O&G) sector, including conventional and unconventional (shale) O&G projects. The training will build on the participants’ knowledge of the ESIA process, provide them with a foundation of environmental and social issues specific to O&G projects, and enhance their ability to leverage ESIAs towards more sustainable O&G developments. Goals and learning outcomes include:
Review the O&G development cycle and likely impacts and mitigation measures for hydrocarbon development projects including conventional and unconventional projects.
Identify linkages between the O&G development cycle and the ESIA core components – and opportunities for decision making; and
· Increase participants’ level of confidence with ESIA’s in the O&G sector through case studies and participant questions.

The training will be a participatory venue with a balanced mix of instructor presentations and discussions to leverage the participants’ own broad range of experience, promote dialogue, and share best practices. Group exercises and case studies will be an integral part of the course. Participants should be prepared to exchange experiences, challenges and solutions with peers.
The training also assumes participants are familiar with ESIA best practice guidance (e.g. World Bank OP 4.01, IFC Performance Standards, IFC/World Bank General and Oil and Gas Sector Guideline, IAIA, IDB, etc.) and have practical experience in planning and implementing ESIAs in any sector.
Broadly, the workshop is divided into two days: The first day will focus on “the Oil and Gas Sector Project Cycle” and the second on “Core Components of ESIAs” and a case study.
The course will be offered in English.

WORKSHOP DESIGN PRINCIPLES
“Towards More Sustainable O&G Sector Projects” (Intermediate Level) was designed to be relevant, participatory and engaging thereby empowering ESIA practitioners who may have gained their experience in other sectors to apply their knowledge to the O&G sector. These design principles and the pedagogical approach are described below

To be relevant, the course is tailored to participants that have a solid foundation in ESIAs in one or more sectors, and are either (1) interested in applying this knowledge to projects in the O&G sector – or (2) building on their experience in this sector through knowledge sharing with other practitioners. The course of also of relevance by virtue of its focus, namely on O&G sector project, including unconventional resources (i.e. shale) a topic of interest in many part of the world. In addition, a short survey will be sent to participants before of the course to further focus on specific group needs and ensure that specific areas of interest are addressed during training.
The training is also designed to be interactive and take full advantage of – the participants’ own broad range of sectoral and geographic experience. The program incorporates this design principle in the following ways: (1) While the organizers will provide both a framework for each topic in the context of their particular perspectives, participants will be invited to contribute their own experiences and questions throughout the workshop. (2) During the first and the second day, there will be opportunities for group work including a case study that will build on learning outcomes from the first day and require group work to build on participants’ knowledge of ESIA core components to an O&G real life case study. (3) The training will help to build individual ties among participants for mutual support and assistance in the future.
Finally, the training is also designed to be energizing and engaging. It will be led by two dynamic and seasoned practitioners in the field of development, including deep expertise in the O&G sector. Modern multi-media materials including video will be used to convey key foundational concepts related to the O&G project cycle and relevant technologies with bearing on ESIA issues.

WORKSHOP CONTENT AND ORGANIZATION
The participatory, interactive and engaging approach requires a two day program and includes learning modules and training components addressing specific training objectives (above). The structure was designed to be flexible to allow changes which may be necessary to meet specific needs and issues / motivations detected during the program. Broadly, Day 1 will focus on the O&G project cycle and technologies, and Day 2 on ESIA application. (The draft final workshop agenda is provided below).

Training Components
I. Pre-workshop questionnaire
About two to three weeks before the training in Florence, a questionnaire will be sent to participants to verify their knowledge, level of experience and specific interest in topics to be covered in by the program, as well as their specific motivations for attending the workshop. Feedback will be used to tailor the focus of specific training modules so as to meet the specific learning needs and knowledge gaps of the individual participants while concurrently beginning the process of engagement that is important to successful learning experience. Expected survey questions may include:

Major issues/questions you would like addressed at the Workshop
Important lessons you would like to share with participants
Key challenges that you are facing in your current role, and
Other matters you would like the Workshop Facilitator to be aware of.

II. Content

Day 1.
After participant and facilitator introductions, the substantive program reviews the O&G exploration and Production Project Cycle, introducing or building on the participants’ knowledge of sector-specific developments, typical timeline and key milestones / opportunities for impact avoidance and mitigation. This session is also intended to provide standard definitions for key concepts and terms.

The second morning session introduces typical expected categories of environmental and social impacts associated with each stage of the O&G exploration and development project cycle reviewed in the first session – and provides ways by which participants can more intuitively anticipates the types of impacts expected of particular projects (e.g. on shore vs. offshore or conventional vs. unconventional O&G). The first part of this session is delivered before lunch with a second part following the break.

After covering key concepts associated with O&G sector projects, instructors will lead an interactive group work session that will be designed to review key concepts, terms and definitions from the first modules.

The second half if the afternoon will then complement earlier sessions with an overview of key standards and guidelines so as to equip practitioners with key go-to resources such as the IFC / World Bank General and Sector Specific Environmental, Health and Safety Guidelines. This session will then be followed by a module on issues du jour including how social media and the digital age have changed the operational realities of an ESIA focused on the O&G sector.

The day ends with a short summary of the presentations, and the participants’ comments on the success of the day (and expectations for the next day including preparation for the case study).

Day 2.

Following a structure that is analogous to that of the first day, the morning session provides an overview of an ESIA process – engaging participants in a dialogue of what constitutes acceptable vs. best practice – and connecting specific ESIA stages to the O&G project cycle.

The second morning session will introduce issues of health and safety in context of an O&G ESIA – raising the practitioners’ level of awareness on this important operational reality.

The case study which will involve applying knowledge of core ESIA components to a real life O&G project example is purposefully scheduled at the heart of the second day, starting before lunch, allowing participants to continue informal discussions during lunch – and with group presentations of their recommendations will be made after lunch. The case study will be completed before the afternoon coffee break.

Sessions during second half of the afternoon will importantly cover strategic impact assessments in the O&G sector – and a discussion of modern tools which can be leveraged in context of O&G project ESIAs in the digital age.

The training will close with a final short group exercise designed to share insights and learning outcomes while contributing to further connecting participants to each other. Training leaders will end with participant evaluations, and distribution of the workshop certificates.

TRAINING PROGRAM
TOWARDS MORE SUSTAINABLE OIL AND GAS PROJECTS
(Intermediate Level)

DAY 1: Overview of O&G Project Development Cycle, Typical Impacts and Mitigation Measures

DAY 1:  Overview of O&G Project Development Cycle, Typical Impacts and Mitigation Measures

Day 1: Saturday April 18, 2015 – Training workshop starts at 9:00 AM until 5:00 PM
Time	Topics
09:00 – 09:30   09:30 – 11:00   11:00 – 11:30 11:30 – 12:30	Safety Minute, Welcome and Introductions  Structure of the course, logistics, ground rules From Acquisition to Decommissioning: Overview of Oil & Gas Exploration and Production and the Project Cycle Coffee Break Typical Environmental and Social Issues, Impacts and Mitigation Strategies in Different Types of Oil & Gas Exploration and Production Projects – Part 1
12:30 – 13:30                                                              LUNCH BREAK
13:30 – 14:30   14:30 – 15:00 15:00 – 15:30 15:30 – 16:00 16:15 – 16:45 16:45 – 17:00	Typical Environmental and Social Issues, Impacts and Mitigation Strategies in Different Types of Oil & Gas Exploration and Production Projects – Part 2 Group Work #1 Coffee Break Oil & Gas EHS Standards, Guidelines, and Industry Resources Social Media: Engagement, Networking, Resources Case Study Presentation
WRAP UP DAY 1 AND ADJOURN

 

DAY 2:  ESIA Process and Components, Case Study and

Day 2: Sunday April 19, 2015 – Training workshop starts at 9:00 AM until 5:00 PM
Time	Topics
09:00 – 10:00 10:00 – 10:30 10:30 – 11:00 11:00 – 12:30	Overview of Environmental and Social Impact Assessment Process ` Health & Safety and ESIA Coffee Break Exploring the ESIA Core Components Through Group Exercise #2, Part I (e.g., Public Involvement, Screening and Scoping; Project Definition and Alternative Analysis, Impact Analysis, Impact Mitigation, and Follow up and Monitoring)
12:30 – 13:30                                                                  LUNCH BREAK
13:30 – 15:00   15:00 – 15:30 15:30 – 16:00 16:00 – 16:30 16:30 – 17:00 17:00 – 17:15	Exploring the ESIA Core Components Through Group Exercise #3, Part II (Group Presentations and Discussion) Coffee Break Improving Sustainability through Strategic and Sector Assessment Leveraging Modern Tools in the Digital Age Building your Practitioners’ Network Certificates and Evaluations
WRAP UP DAY 2 AND ADJOURN

   
Materials participants will receive prior to or during the course.

A USB with the following expected materials (note: the final list may include additional materials) will be distributed to participants:
Environmental Management in Oil and Gas Exploration Production
Key Questions in Managing Social Issues in Oil and Gas Projects
IAIA Principles of Environmental Impact Assessment Best Practice
Managing Health for Field Operation in Oil and Gas Activities
IAIA Public Participation International Best Practice Principles
EIA Follow Up International Best Practice Principles
IFC/World Bank EHS Guidelines for the Oil and Gas Sector
IFC’s Stakeholder Engagement Handbook: A Guide to Companies Doing Business
In Emerging Markets
MCC Gender Integration Policy

 

QUALIFICATIONS OF THE TRAINER(S)
Both instructors for the Florence conference have deep experience in the oil and gas sector and extensive experience in the ESIA field (many sector), related strategic ESIA consultation and engagement and sustainable development planning and implementation - as well as with the design and conduct of such training workshops at both the policy and the practitioner levels.

Fernando Rodriguez has 30 years of professional experience related to risk management in the extractive and infrastructure sectors. His experience includes working internationally in 4 continents and over 40 countries, focusing on environmental, social, health and safety (ESHS) risks of onshore and offshore oil and gas conventional and unconventional developments, including projects located in very sensitive environments and complex social settings. Since 2012, Mr. Rodriguez has conducted five training workshops designed to provide practitioners with a solid foundation in the oil & gas development cycle, the best practices in environmental and social impact assessment (ESIA), and opportunities to leverage ESIAs towards the development and implementation of more sustainable oil and gas developments. Over 100 people from 17 different countries have participated in the workshops.

Ms. Rawa is an international development practitioner with over 22 years of experience leading technical teams in environmental impact assessment, resettlement operations, and strategic stakeholder engagement and sustainability in the context of socio-economically and environmentally sensitive areas. She has worked on development projects in North and South America, Africa and the Middle East in context of O&G, mining, transportation, and telecommunications project planning, impact assessment and implementation. Since early 2014, Ms. Rawa is the Managing Director of Compact Development, for the Africa Region of the Department of Compact Operations at the Millennium Challenge Corporation (www.mcc.gov). She has led training sessions and multiday day workshops on integrated Environmental and Social Impact Statements (ESIAs), resettlement, and sustainability with a specific emphasis on strategic planning and public participation. Ms. Rawa co-designed and co-organized and delivered the IAIA workshop/training on resettlement (Intermediate level) in Puebla (IAIA 2011), Porto (IAIA 2012) and Calgary (2013).

ATTACHMENT A:
SHORT CURRICULUM VITAE
FERNANDO D. RODRIGUEZ

Managing Director / Principal Consultant, HSE International, LLC, Houston, Texas, USA.

SUMMARY BIO
Fernando Rodriguez has 30 years of professional experience related to risk management in the extractive and infrastructure sectors. His experience includes working in 4 continents and over 40 countries, focusing on environmental, social, health and safety (ESHS) risks of onshore and offshore oil and gas conventional and unconventional developments, including projects located in very sensitive environments and complex social settings.
Currently, Mr Rodriguez is the Managing Director of HSE International, LLC as well as a consultant to the World Bank / IFC. In his current role, he provides strategic and expert consultancy services in environmental, social, and health & safety risk management to the energy sector, other diverse industries, multilateral financial institutions, and investors. Since 2012, Mr Rodriguez has conducted five training workshops designed to provide practitioners with a solid foundation in the oil & gas development cycle, the best practices in environmental and social impact assessment (ESIA), and opportunities to leverage ESIAs towards the development and implementation of more sustainable oil and gas developments. Over 100 people from 17 different countries have participated in the workshops.
Mr Rodriguez has extensive industry and stakeholder engagement experience, having contributed to the development of case studies and industry best practices including the Global Oil and Gas Industry Association for Environmental and Social Issues (IPIECA), and the International Oil and Gas Producers Association (OGP). He has been a speaker and panellist in conferences and symposiums held by industry, business forums, and NGOs around the world, and his work has earned him multiple international recognitions.
Positions
· Managing Director – HSE International, LLC – Houston, Texas 2007 - present
· Consultant – The World Bank / IFC – Washington, DC 2008 - present
· Management / technical positions – ConocoPhillips – Houston, Texas 1990 - 2006
· Project Management – Halff Associates, Dallas, Texas 1984 - 1990

Education and Training
· Sustainability Leadership Program • University of Cambridge • 2007
· Advanced Management Program for Oil & Gas Executives • Thunderbird University • 2003
· Program for Environmental Negotiation • Harvard – MIT • 1993
· Masters (MSc) in Civil Engineering • University of Colorado • 1984
· Bachelors (BSc) in Civil and Environmental Engineering • University of Colorado • 1982

Associations
· International Association for Impact Assessment (IAIA)
· Society of Petroleum Engineers (SPE)

Selected Recent Panels and Presentations
· Member of SPE’s Committee for the 15th Americas Conference on H&S and Environment in Oil and Gas Exploration and Production, to be held in Denver, Colorado, 2015.
· The 12th SPE International Conference on Health, Safety and Environment in Oil and Gas Exploration and Production, held in Long Beach, California in March 2014.
· Session Chair and Panellist. IAIA’13 – Impact Assessment, Calgary, Canada, 2013
· Session Chair and Panellist. IAIA’12 - Energy Future: the role of IA, Portugal, 2012

ATTACHMENT B:
SHORT CURRICULUM VITAE

AGNIESZKA D. RAWA

Managing Director, Compact Development, Department of Compact Operations, Africa Region
Millennium Challenge Corporation (MCC), United States Government

SUMMARY BIO

Currently overseas the development of MCC programs in Ghana, Lesotho, Liberia, Morocco, Niger, Tanzania and Sierra Leone, involving numerous sectors (energy, water and sanitation, education, agriculture and transportation) and potential investments totalling over $2 billion in policy and institutional reform as well as infrastructure. Prior to this role, Ms. Rawa managed the infrastructure, environmental and social assessment as well as procurement and fiscal accountability teams in MCC’s West Africa Region. Ms. Rawa contributes to programmatic risk management; provides day-to-day operational direction; manages emerging issues; and interacts with national and international external stakeholders. From 2009 to 2011 Ms. Rawa was also the MCC Director of Environmental and Social Assessment on the Morocco Fruitree Project, the Lesotho Compact and the El Salvador Compact. Before joining the MCC in 2009, she had 16 years of predominantly private sector international development experience,
Ms. Rawa has led the environmental, social, health and safety components of projects; managed teams involved in siting, planning and implementation of complex infrastructure projects (energy, mining, transportation and telecommunications); conducted strategic engagement with local communities, international donors, regulatory authorities and not-for-profits; and conceptualized sustainable development strategies. She is experienced in the application of guidelines established by multilateral lenders like the International Finance Corporation (Performance Standards), the World Bank (Operational Policies), and the Inter-American Development Bank (Environment and Safeguards Compliance Policy), as well as by private sector banks (Equator Principles). She also has significant experience addressing social issues including those related to indigenous communities, gender, and resettlement.
Ms. Rawa has worked in the United States, Central and South America, the Middle East and North, West and Southern Africa Regions. She is fluent in English, Spanish, French, Polish, and is conversational in Moroccan Arabic.
POSITIONS:

2009 – Present Managing Director, DCO, Africa, Millennium Challenge Corporation, Washington D.C. Previously Managing Director Africa Region, and Director of ESA.

2005 – 2009: Partner, Environmental Resources Management (ERM), Washington D.C.

1993 – 2005: Various: Project Manager and Sustainable Development Lead. Ecology and Environment, Inc., Arlington, VA.

HONORS / PANELS:

· Panel Chair. Multistakeholder Alliances, IDB, IV Conference on CSR, Brazil, 2006.
· Panelist. Institute of the Americas, Sustainable Development in Latin America. 2005.
· Seminar Chair. Sustainability Strategy and Implementation: A Balancing Act. 2005.
· Part of team selected as Corporate Citizen of the Americas, OAS, Washington, DC 2005.
· Donella Meadows Sustainability Leadership Fellow, Sustainability Institute, 2003-2004.
· Seminar Chair. Sustainability Strategy and Implementation: Achieving Common Goals (2004) and Managing Risks and Leveraging Opportunities (2003).

EDUCATION:

· Masters of Science, Biology, Stanford University, Cum Laude, 1993
· Bachelor of Science, Biology, Stanford University, Cum Laude, 1992