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Beyond the Paycheck
       Mining Industry Response to HIV/AIDS at
           the Family and Community Level

                                    Presentation to
                      World Bank Development Marketplace
                                       June 16, 2003
                      Phillip Von Wielligh Jim Cooney Wayne Dunn
                                        Placer Dome




Beyond the Paycheck                                                16-June-03   1
Agenda
    • Background
    • Meeting the challenge
    • DM Project
         –   Development
         –   Implementation
         –   Impacts
         –   Challenges and
             Learnings
    • Care Positive
         – Scaling up and
           addressing economic
           impacts

Beyond the Paycheck                    16-June-03   2
Background
    • HIV/AIDS is the worst
      epidemic in human history. At
      every level it is causing
      devastation, destruction and
      suffering throughout Southern
      Africa
    • The mining industry and its
      stakeholders are experiencing
      severe social and economic
      impacts
    • Mine employees have a higher
      HIV prevalence rate (~25%)
      than the general population




Beyond the Paycheck                   16-June-03   3
Background (cont)
    • Impact is felt more severely in the
      rural areas
         – Mineworkers come from throughout
           Southern Africa (South Africa, Lesotho,
           Mozambique, Swaziland, Botswana) to
           work in South African gold mines
         – Each mineworker is supporting an
           extended family of 10-20 people
         – When they become too ill to work they
           are faced with going home, literally to die
         – Families and communities not only lose
           remittances but they must care for the
           terminally ill worker with little or no
           training and very little public health
           infrastructure



Beyond the Paycheck                                      16-June-03   4
Background (cont)
    • Over 250,000 mineworkers in South
      African mining industry
    • Medical repatriation rate of 1.25% per
      year
    • Increasing numbers mineworkers are
      medically repatriated every month
         – If one considers all other employers
           (government, rail, ports, etc.) this number
           increases exponentially)
    • Numbers will increase as AIDS
      epidemic progresses


Beyond the Paycheck                                      16-June-03   5
Background (cont.)
  • Not only is this a human tragedy, it
    also affects mining industry
    economics adversely
  • Mineworkers, faced with a choice
    between staying on the mine as long
    as possible, where they receive
    medical care and are able to continue
    sending money home, or losing their
    paycheck and returning home where
    health services are minimal and over
    extended
  • Most were staying onsite, often to the
    point of death
  • In addition to leaving families
    unprepared, this had huge impacts on
    industry productivity and profitability
Beyond the Paycheck                           16-June-03   6
Meeting the Challenge
    • The mining industry recognized that
      it had to be a key stakeholder in
      addressing this catastrophe

    • Placer Dome, through the South
      Deep Care Project had already
      committed to developing HIV/AIDS
      programming to follow-up on its
      groundbreaking retrenchment
      mitigation project (more on this
      later)


Beyond the Paycheck                         16-June-03   7
Minesite and Local Community Programs

    • Minesite Programs
    • Local Community
      Programs




Beyond the Paycheck                 16-June-03   8
Beyond the minesite
    • Mineworkers’ families were
      scattered over an 800 by 4000km
      area, much of it in isolated and
      inaccessible areas.
    • Entire mining industry was facing
      a common set of problems
    • Collaboration created economies
      of scale and potential for
      additional scalability
    • TEBA had an existing
      infrastructure and presence
      throughout the region
Beyond the Paycheck                         16-June-03   9
Developing a Home Based Care Program
    • Placer Dome, as operator of
      the Placer Dome Western
      Areas Joint Venture South
      Deep Mine, took the lead in
      working with TEBA to develop
      an industry wide approach
    • Decision was made to address
      the social impacts in the first
      stage and then to develop
      additional programs to mitigate
      the economic impact

Beyond the Paycheck                     16-June-03   10
Developing a Home Based Care Program
• Develop a home based care program that
  would enable mineworkers to return
  home to a functioning care system
• Pilot the program in several areas and
  then roll it out throughout the labour
  supply area
• Develop a fee for service model that
  would facilitate broad buy-in from the
  mining industry – and eventually from
  other industries and public sector
  stakeholders
• With support from World Bank Mining
  Group we submitted a proposal to the
  Development Marketplace (AIDS
  Campaign Team Mining)
Beyond the Paycheck                        16-June-03   11
Implementation Steps                                      Mineworker
                                                                             Medically
                                                                            Discharged


    • Consult with stakeholders (NUM,




                                           TEBA Home Based Care Process
                                                                              Family
      Chamber of Mines, Service                                              prepared
                                                                              for his
                                                                              arrival
      Providers, Governments, etc.)
    • Develop a draft process to go from                                      Arrival
                                                                            counseling

      medical repatriation at the                                          Appointment
                                                                                of
                                                                            Caregiver
      minesite to reception in home
      community and ongoing provision                                         Training
                                                                                 of
                                                                             Caregiver
      of support
    • Secure mining company support                                          Ongoing
                                                                             support
                                                                               and
                                                                             monthly
                                                                            medical kits


Beyond the Paycheck                                                       16-June-03       12
Implementation Steps (cont)
  • Develop a Steering Committee
       – Design training curriculum (Care        Masana Clinic
         Supporters and Providers)            XAI XAI, Mozambique
       – Oversee program operation
       – Develop rural implementation
         capacity (recruit and train
         fieldworkers and Care
         Supporters)
       – Pilot area first then more general
         rollout



Beyond the Paycheck                                      16-June-03   13
In the communities
    • Develop partnerships
      and relationships to
      enable families to
      access any existing
      local services and
      support (e.g., NGO,
      government,
      education, welfare,
      etc.)
    • Traditional healers

Beyond the Paycheck                        16-June-03   14
Overview of Home Based Care

                             Patient

                        Home-Based Carer

                      Village Care Supporter

                 TEBA Rural Development-HBC
                              Mines
Beyond the Paycheck                            16-June-03   15
Project Impacts
    • Broad stakeholder participation in
      HBC
    • Monthly medical kits
    • Improved nutrition and care for
      affected families
    • Full industry participation
         – 8 mining companies
         – Over $300,000 in direct cash payments
    • DfID support enabled extension to all
      affected employees in Lesotho


Beyond the Paycheck                                16-June-03   16
Project Impacts
    • Care for patients through HBC
      enables families to better care
      for others who are suffering from
      AIDS but not eligible under this
      program
    • External evaluation of the project
      is currently being done by the
      University of Pretoria



Beyond the Paycheck                        16-June-03   17
INDUSTRY HOME BASED CARE RESULTS
                               (Year One)


          Milestone                         Target   Actual
          Community Care                     87       127
          Supporters engaged
                                             87       123
          Community Care Training
          People under Home                  696      801
          Based Care

          THE PROJECT EXCEEDED TARGETS
                  IN EVERY AREA
Beyond the Paycheck                                    16-June-03   18
Scaling Up and Expanding
    • Currently planning year
      two rollout (we didn’t want
      to plan until we had the
      results of the external
      review
    • Expectations are to
      double the number of
      homebased care families,
      caregivers and regions
      where the program will be
      delivered
    • A strategy for rolling out
      into additional industries
      will be developed in year
      2

Beyond the Paycheck                 16-June-03   19
Challenges and Learnings
    • Difficulty getting proper
      repatriation notification from
      mining houses (need
      improved communication and
      coordination)
    • Families needed more
      counseling than originally
      anticipated
    • Patients needed medical
      attention on arrival
         – Dehydration, exhaustion, etc.
Beyond the Paycheck                        16-June-03   20
Challenges and Learnings
    • Traditional healers
      are vitally important
      stakeholders
         – Xai Xai training
           program




Beyond the Paycheck               16-June-03   21
Challenges and Learnings (cont.)
    • Maximizing the role of local
      stakeholders results in improved
      efficiency and increased local capacity
    • Involvement of local leadership and
      traditional healers improves local
      acceptance and enhances community
      and family impact
    • Expanding into other markets
      (industries) and developing financial
      partners requires sophisticated
      communication and strategic marketing
      skills (organizational development)


Beyond the Paycheck                             16-June-03   22
Challenges and Learnings (cont.)
   • Utilization of local
     suppliers (e.g. trainers)
     and professionals
     increases local
     acceptance of the
     program and increases
     overall community
     capacity to address the
     epidemic
    •An industry-wide approach is much more effective
    and efficient than a company by company
    approach
Beyond the Paycheck                           16-June-03   23
Challenges and Learnings (cont.)
   • Continual communications
     and reaching out to
     external stakeholders can
     identify additional partners
     and synergies
   • External evaluation can
     provide valuable insights
     and also help to attract
     new partners
   • Metrics and indicators are critical to success and
     should be planned from the onset

Beyond the Paycheck                             16-June-03   24
Challenges and Learnings (cont.)
• Service Termination – service to
  the families currently terminates
  with the death of the mineworker.
  This leaves a huge gap at a
  critical point for the families, who
  have come to depend on and
  trust the caregivers. Support
  should continue for a period
  beyond death to assist the family
  to cope
• The prestige and profile of the
  Development Marketplace award
  helped tremendously to open
  doors with other partners and
  stakeholders
Beyond the Paycheck                      16-June-03   25
What happens to children and
              families when the breadwinner
                        can’t work




Beyond the Paycheck                       16-June-03   26
Building on the Care Project
    • Placer Dome has successful
      experience in assisting
      mineworker families to become
      economically active
    • In 1999 the company retrenched
      over 2,500 workers who returned
      to their families in rural areas
      throughout Southern Africa
    • The Care project was designed to
      mitigate the economic impact on
      families

Beyond the Paycheck                      16-June-03   27
Building on the Care Project
• A unique 13-step process was                                           Planning Phase
                                                                         1. Labour Force Rationalization Plan
                                                                         2. Retraining/Redeployment Assessment
                                                                         3. Detailed Retrenchment Plan

  designed that provided counseling,
  training and support to retrenchees
                                                                         Awareness/Orientation Phase
                                                                                       ,
                                                                         1. Counselling Economic Lifeskills &
                                                                            Opportunity Orientation
                                                                         2. Opportunity Awareness Workshops


  and their families, right in the areas
                                                                            (Economic Opportunity/Career Fairs)
                                                                         3. T raining Needs Assessment

                                                                                        Personal

  where they lived                                                                   Economic Plan
                                                                                      Prepared &
                                                                                        Assessed


• Proxy model enabled direct                                                Decision on Economic Option

  participation by women and other                      Enterprise S tream
                                                                                                         Employment S tream

  family members                            Business Planning & Preparation
                                            1. Business Orientation
                                             a) Idea Generation Workshops
                                             b) Business T raining Activities
                                                                                                Employment Planning & Preparation
                                                                                                1. Skills T raining (Vocational/Agricultural)
                                                                                                2. Employment Counseling / Placement



• The project has enabled nearly
                                            2. Develop Draft Business Plan                         (Job search/Resume, etc.)
                                             (to be reviewed with Counselor)
                                             (plan will contain financial, operational
                                              and skills upgrading plan)                                      Personal
                                            3. Preparation of Micro-Finance Application                    Employment Plan

  60% of the affected families to           4. Submission to Micro-Finance Agency


                                                            Business &
                                                                                                              Prepared




  develop alternative economic                            Financing Plan
                                                             Prepared                                                              Ongoing Processes
                                                                                                                               Follow-up sessions/
  opportunities                              Evaluation of Micro Finance Application

                                           Business Operation
                                                                                                                               activities to monitor
                                                                                                                               effectiveness of

• An extensive network of
                                           1. Ongoing availability of T echnical Assistance
                                              and Business Counselling                                                         interventions
                                           2. Ongoing faclitiation of skills training needs
                                              (i.e., business, agriculture, vocational, etc.)                                  Communication and
                                                                                                                               consultation with
  fieldworkers and project partners                                                                                            stakeholders
                                                                                                                               Continuous improvement
  were developed and are still in                                           Retrenchee is Re-Integrated
                                                                             and Economically Active
                                                                                                                               process (review feedback;
                                                                                                                               enhance programs,
  place                                                                                                                        procedures, processes)




Beyond the Paycheck                                                                                                    16-June-03                   28
Moving forward
  • The Care project piloted an
    innovative means of assisting rural
    families to become economically
    active and it has an effective
    infrastructure and management
    system in place
  • ACT Mining Home Based Care
    project piloted a cost effective, fee
    for service program to support
    medically repatriated workers and
    their families

Beyond the Paycheck                         16-June-03   29
Our Vision for the Future
                                            Care Process
    Care Positive
    • Integrate the Home Based Care              +
      project with the Care process and
      launch as a fee for service based    Home Based Care
      program to address the social and          =
      economic impacts that AIDS is
      having on rural families and          Care Positive
      communities
    • Start with the mining industry but
      design the infrastructure and
      management systems to enable
      participation by other industries,
      governments and donor
      community stakeholders

Beyond the Paycheck                               16-June-03   30
Summary




Beyond the Paycheck             16-June-03   31
Conclusion
    • The pieces are available to put in
      place a cost-effective, scalable
      program to help mitigate the family
      and community level impact of AIDS
      in rural areas
    • Placer Dome is willing to lead and co-
      finance but the project is beyond the
      scope of a single mining company
    • We request your guidance and
      assistance to develop the appropriate
      financial and technical cooperation
      that can make this dream a reality


Beyond the Paycheck                            16-June-03   32

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Wayne Dunn presents to World Bank Development Marketplace on the South African Mining Industry’s response to HIV/AIDS

  • 1. Beyond the Paycheck Mining Industry Response to HIV/AIDS at the Family and Community Level Presentation to World Bank Development Marketplace June 16, 2003 Phillip Von Wielligh Jim Cooney Wayne Dunn Placer Dome Beyond the Paycheck 16-June-03 1
  • 2. Agenda • Background • Meeting the challenge • DM Project – Development – Implementation – Impacts – Challenges and Learnings • Care Positive – Scaling up and addressing economic impacts Beyond the Paycheck 16-June-03 2
  • 3. Background • HIV/AIDS is the worst epidemic in human history. At every level it is causing devastation, destruction and suffering throughout Southern Africa • The mining industry and its stakeholders are experiencing severe social and economic impacts • Mine employees have a higher HIV prevalence rate (~25%) than the general population Beyond the Paycheck 16-June-03 3
  • 4. Background (cont) • Impact is felt more severely in the rural areas – Mineworkers come from throughout Southern Africa (South Africa, Lesotho, Mozambique, Swaziland, Botswana) to work in South African gold mines – Each mineworker is supporting an extended family of 10-20 people – When they become too ill to work they are faced with going home, literally to die – Families and communities not only lose remittances but they must care for the terminally ill worker with little or no training and very little public health infrastructure Beyond the Paycheck 16-June-03 4
  • 5. Background (cont) • Over 250,000 mineworkers in South African mining industry • Medical repatriation rate of 1.25% per year • Increasing numbers mineworkers are medically repatriated every month – If one considers all other employers (government, rail, ports, etc.) this number increases exponentially) • Numbers will increase as AIDS epidemic progresses Beyond the Paycheck 16-June-03 5
  • 6. Background (cont.) • Not only is this a human tragedy, it also affects mining industry economics adversely • Mineworkers, faced with a choice between staying on the mine as long as possible, where they receive medical care and are able to continue sending money home, or losing their paycheck and returning home where health services are minimal and over extended • Most were staying onsite, often to the point of death • In addition to leaving families unprepared, this had huge impacts on industry productivity and profitability Beyond the Paycheck 16-June-03 6
  • 7. Meeting the Challenge • The mining industry recognized that it had to be a key stakeholder in addressing this catastrophe • Placer Dome, through the South Deep Care Project had already committed to developing HIV/AIDS programming to follow-up on its groundbreaking retrenchment mitigation project (more on this later) Beyond the Paycheck 16-June-03 7
  • 8. Minesite and Local Community Programs • Minesite Programs • Local Community Programs Beyond the Paycheck 16-June-03 8
  • 9. Beyond the minesite • Mineworkers’ families were scattered over an 800 by 4000km area, much of it in isolated and inaccessible areas. • Entire mining industry was facing a common set of problems • Collaboration created economies of scale and potential for additional scalability • TEBA had an existing infrastructure and presence throughout the region Beyond the Paycheck 16-June-03 9
  • 10. Developing a Home Based Care Program • Placer Dome, as operator of the Placer Dome Western Areas Joint Venture South Deep Mine, took the lead in working with TEBA to develop an industry wide approach • Decision was made to address the social impacts in the first stage and then to develop additional programs to mitigate the economic impact Beyond the Paycheck 16-June-03 10
  • 11. Developing a Home Based Care Program • Develop a home based care program that would enable mineworkers to return home to a functioning care system • Pilot the program in several areas and then roll it out throughout the labour supply area • Develop a fee for service model that would facilitate broad buy-in from the mining industry – and eventually from other industries and public sector stakeholders • With support from World Bank Mining Group we submitted a proposal to the Development Marketplace (AIDS Campaign Team Mining) Beyond the Paycheck 16-June-03 11
  • 12. Implementation Steps Mineworker Medically Discharged • Consult with stakeholders (NUM, TEBA Home Based Care Process Family Chamber of Mines, Service prepared for his arrival Providers, Governments, etc.) • Develop a draft process to go from Arrival counseling medical repatriation at the Appointment of Caregiver minesite to reception in home community and ongoing provision Training of Caregiver of support • Secure mining company support Ongoing support and monthly medical kits Beyond the Paycheck 16-June-03 12
  • 13. Implementation Steps (cont) • Develop a Steering Committee – Design training curriculum (Care Masana Clinic Supporters and Providers) XAI XAI, Mozambique – Oversee program operation – Develop rural implementation capacity (recruit and train fieldworkers and Care Supporters) – Pilot area first then more general rollout Beyond the Paycheck 16-June-03 13
  • 14. In the communities • Develop partnerships and relationships to enable families to access any existing local services and support (e.g., NGO, government, education, welfare, etc.) • Traditional healers Beyond the Paycheck 16-June-03 14
  • 15. Overview of Home Based Care Patient Home-Based Carer Village Care Supporter TEBA Rural Development-HBC Mines Beyond the Paycheck 16-June-03 15
  • 16. Project Impacts • Broad stakeholder participation in HBC • Monthly medical kits • Improved nutrition and care for affected families • Full industry participation – 8 mining companies – Over $300,000 in direct cash payments • DfID support enabled extension to all affected employees in Lesotho Beyond the Paycheck 16-June-03 16
  • 17. Project Impacts • Care for patients through HBC enables families to better care for others who are suffering from AIDS but not eligible under this program • External evaluation of the project is currently being done by the University of Pretoria Beyond the Paycheck 16-June-03 17
  • 18. INDUSTRY HOME BASED CARE RESULTS (Year One) Milestone Target Actual Community Care 87 127 Supporters engaged 87 123 Community Care Training People under Home 696 801 Based Care THE PROJECT EXCEEDED TARGETS IN EVERY AREA Beyond the Paycheck 16-June-03 18
  • 19. Scaling Up and Expanding • Currently planning year two rollout (we didn’t want to plan until we had the results of the external review • Expectations are to double the number of homebased care families, caregivers and regions where the program will be delivered • A strategy for rolling out into additional industries will be developed in year 2 Beyond the Paycheck 16-June-03 19
  • 20. Challenges and Learnings • Difficulty getting proper repatriation notification from mining houses (need improved communication and coordination) • Families needed more counseling than originally anticipated • Patients needed medical attention on arrival – Dehydration, exhaustion, etc. Beyond the Paycheck 16-June-03 20
  • 21. Challenges and Learnings • Traditional healers are vitally important stakeholders – Xai Xai training program Beyond the Paycheck 16-June-03 21
  • 22. Challenges and Learnings (cont.) • Maximizing the role of local stakeholders results in improved efficiency and increased local capacity • Involvement of local leadership and traditional healers improves local acceptance and enhances community and family impact • Expanding into other markets (industries) and developing financial partners requires sophisticated communication and strategic marketing skills (organizational development) Beyond the Paycheck 16-June-03 22
  • 23. Challenges and Learnings (cont.) • Utilization of local suppliers (e.g. trainers) and professionals increases local acceptance of the program and increases overall community capacity to address the epidemic •An industry-wide approach is much more effective and efficient than a company by company approach Beyond the Paycheck 16-June-03 23
  • 24. Challenges and Learnings (cont.) • Continual communications and reaching out to external stakeholders can identify additional partners and synergies • External evaluation can provide valuable insights and also help to attract new partners • Metrics and indicators are critical to success and should be planned from the onset Beyond the Paycheck 16-June-03 24
  • 25. Challenges and Learnings (cont.) • Service Termination – service to the families currently terminates with the death of the mineworker. This leaves a huge gap at a critical point for the families, who have come to depend on and trust the caregivers. Support should continue for a period beyond death to assist the family to cope • The prestige and profile of the Development Marketplace award helped tremendously to open doors with other partners and stakeholders Beyond the Paycheck 16-June-03 25
  • 26. What happens to children and families when the breadwinner can’t work Beyond the Paycheck 16-June-03 26
  • 27. Building on the Care Project • Placer Dome has successful experience in assisting mineworker families to become economically active • In 1999 the company retrenched over 2,500 workers who returned to their families in rural areas throughout Southern Africa • The Care project was designed to mitigate the economic impact on families Beyond the Paycheck 16-June-03 27
  • 28. Building on the Care Project • A unique 13-step process was Planning Phase 1. Labour Force Rationalization Plan 2. Retraining/Redeployment Assessment 3. Detailed Retrenchment Plan designed that provided counseling, training and support to retrenchees Awareness/Orientation Phase , 1. Counselling Economic Lifeskills & Opportunity Orientation 2. Opportunity Awareness Workshops and their families, right in the areas (Economic Opportunity/Career Fairs) 3. T raining Needs Assessment Personal where they lived Economic Plan Prepared & Assessed • Proxy model enabled direct Decision on Economic Option participation by women and other Enterprise S tream Employment S tream family members Business Planning & Preparation 1. Business Orientation a) Idea Generation Workshops b) Business T raining Activities Employment Planning & Preparation 1. Skills T raining (Vocational/Agricultural) 2. Employment Counseling / Placement • The project has enabled nearly 2. Develop Draft Business Plan (Job search/Resume, etc.) (to be reviewed with Counselor) (plan will contain financial, operational and skills upgrading plan) Personal 3. Preparation of Micro-Finance Application Employment Plan 60% of the affected families to 4. Submission to Micro-Finance Agency Business & Prepared develop alternative economic Financing Plan Prepared Ongoing Processes Follow-up sessions/ opportunities Evaluation of Micro Finance Application Business Operation activities to monitor effectiveness of • An extensive network of 1. Ongoing availability of T echnical Assistance and Business Counselling interventions 2. Ongoing faclitiation of skills training needs (i.e., business, agriculture, vocational, etc.) Communication and consultation with fieldworkers and project partners stakeholders Continuous improvement were developed and are still in Retrenchee is Re-Integrated and Economically Active process (review feedback; enhance programs, place procedures, processes) Beyond the Paycheck 16-June-03 28
  • 29. Moving forward • The Care project piloted an innovative means of assisting rural families to become economically active and it has an effective infrastructure and management system in place • ACT Mining Home Based Care project piloted a cost effective, fee for service program to support medically repatriated workers and their families Beyond the Paycheck 16-June-03 29
  • 30. Our Vision for the Future Care Process Care Positive • Integrate the Home Based Care + project with the Care process and launch as a fee for service based Home Based Care program to address the social and = economic impacts that AIDS is having on rural families and Care Positive communities • Start with the mining industry but design the infrastructure and management systems to enable participation by other industries, governments and donor community stakeholders Beyond the Paycheck 16-June-03 30
  • 32. Conclusion • The pieces are available to put in place a cost-effective, scalable program to help mitigate the family and community level impact of AIDS in rural areas • Placer Dome is willing to lead and co- finance but the project is beyond the scope of a single mining company • We request your guidance and assistance to develop the appropriate financial and technical cooperation that can make this dream a reality Beyond the Paycheck 16-June-03 32