A Tour to Monarch Overwintering Sanctuaries in Mexico - 2001

Bill Calvert - Monarch Watch of Texas


ITINERARY

Day 1: Fly into Mexico City staying at the Hotel de Cortez. Take taxis to the hotel from the airport. Those coming in as a group will be met at the airport. Those arriving separately will be given foolproof instructions on how to reach the Hotel de Cortez. We will assemble at 5:30 PM for an orientation chat and a get-acquainted supper at the Cafe Tacuba. On the way to the restaurant we will walk through the Alameda, a place of immense historical importance to Mexico, and pass by the white-marbled Palace of Fine Arts.

Day 2:  Depart for Toluca where we will have breakfast. After breakfast, we will travel south to Malinalco where the Aztec maintained a redoubt. Here carved out of the mountain above the town is the Aztec temple where new members of the Order of the Jaguar and Eagles were initiated. These were the Aztec "special forces" charged with guarding the king and his palace. They also were expected to distinguish themselves in the "flowery battles" with the chosen enemy. Below in the center of town is a 17th century Augustine convent that graces the town plaza. Painted on walls beneath 17 coats of  plaster are the Paradise Garden murals. These mural, painted by Indian artisans, represented an attempt by the Spanish crown and mendicant religious orders to pacify and Christianize the vanquished Indians.

Day 3:  After a delicious lunch, we depart for the colonial town of Valle de Bravo. The drive will be through forested mountainous country around the  15,000' Nevado de Toluca. On the way we will pass by Herrada, the mountain on which one of the butterfly colonies is located. Weather and butterflies cooperating, we may see them streaming down the mountain side to find water. For the naturalist in the group, also in the area are the golden-browed and red warblers,  clay-colored robins, slate-throated redstarts and if we are lucky a gray-barred wren or mountain trogan.  A picnic lunch will be served in one of the high alpine meadows in view of the Nevado. There should be an opportunity to observe striped sparrows, bluebirds, kingbirds and Scott's oriole. That afternoon we will drive to our Hotel Los Across. Many artisan shops grace the cobbled streets of Valle. Shops featuring pottery, leather goods, weaving and the usual array of Mexican crafts. We will stroll through the town and dine at the Restaurant Michoacana. For those who wish, we will walk to the heights above the town for a fantastic night view of the town and lake.

Day 4:  After breakfast we will drive to the largest butterfly colony in the Sierra Campanario near the Ejido, Rosario. On the way we will pass through Mazahua Indian country where many of the women dress much as they did before the conquest. We will lunch at one of the local "tiendas" that features quesadillas, tacos made in hand patted blue Indian corn. Gringo food will be provided for those who do not wish to test the waters. After lunch we will climb into the forest where the monarch colony is located and view them at our leisure. Late afternoon we will descend into the old mining town of Angangueo where we will stay at the Hotel Don Bruno. An evening walk will show us some of the flavor of the town that hasn't changed much since the revolution.

Day 5:  We will return early to a second, pristine butterfly colony located in the Sierra Chincua to view monarch behavior at a different time of the day. Early afternoon we will pick a spot in the forest near the butterfly colony for a picnic lunch. After our descent into Angangueo, if time permits, we will visit the Parker Museum. This museum, maintained by the Angangueo mine, represents the lives of two expatriates who used Angangueo as a base from which to travel Mexico of the 30s and 40s. Their adventures and the life of the times are recorded in many photographs they took.
During the journey to our Hotel San Cayetano, we will descend from boreal forest to tropical dry deciduous forest. You will experience the contrast between the high altitude boreal forest where the monarchs live and the dry deciduous tropical forest the upper slopes of the Rio Balsas. The grounds of the San Cayetano are immaculately kept; many tropical exotics are present. If we are lucky we will see a white morpho butterfly meandering along the river. Bring your swimming suits. There will be opportunity to swim in the fish-shaped pool. After supper we will see a slide show on the monarchs by our guide Bill Calvert. The migration biology and natural history, research and conservation efforts to protect the overwintering colonies are among the topics that will be discussed.

Day 6: After a leisurely morning touring the grounds of the San Cayetano, we will visit at the pyramid, San Felipe de los Alsati, built by an unknown group of Indians. Along the way we are almost sure to see a magnificent vermilion flycatcher and its mate. In the afternoon we will choose between exploring and enjoying the exquisite grounds of our hotel and visiting a nearby waterfall.

Day 7: Return to Mexico City. We will reach our Hotel de Cortez. in late afternoon, time enough to tour the nearby Franz Meyer Museums for those interested. Also nearby is the famous "skeleton" mural of Diego Revera and the Palacio de Bellas Artes, also full of murals. In the evening we will re-assemble at our hotel, the de Cortes to have a farewell diner and  see a local version of the ballet folklorico.

Day 8: Fly home. (Those wishing to shop are encouraged to return late or on the following day so that they can visit the exquisite Saturday Market (Bazar Sabado) in San Angel. This market is open every Saturday morning from 9:30ish to around noon.)


Features and costs of the trip

         The cost for the tour will be $950.00 person for eight days and seven nights double occupancy plus airfare which, of course, varies greatly depending on where you are from and the timing of your ticket purchase. The fee includes all meals, lodging and ground transportation except taxis service to the airport from our hotel in Mexico City (estimated at $8-9each way).
         We will endeavor to make the trip of special interest to teachers by visiting local schools to learn about the Mexican school system and the problems encountered in teaching in rural Mexico. Many aspects of  Monarch research will be discussed and suggestions will be made as to how simple science experiments can be done in the classroom using the Monarch butterfly as a teaching tool to enlighten children and help scientists learn about the migratory phenomenon. A slide show will be presented featuring all aspects of monarch biology, some aspects of scientific research and the conservation biology of the species. The interactions of local people with monarchs and the impact of monarchs on the local economy will be discussed. The trip will include visits to two pyramids not generally known to the public. Finally there will be an opportunity to view many bird species that are endemic to central Mexico.
         Most of our accommodations and restaurants are four star. Some of the restaurants we will visit are among the best in Mexico.


Biographical sketch of Bill Calvert

         Bill Calvert received a BA from the University of Texas in philosophy and then went off to serve in Uncle Sam's Army. After two year's soldiering, he decided to do something practical. So he took up the study of butterflies. For his dissertation project he researched  butterfly feet. More specifically, he investigated the mechanism by which female butterflies located their host plants. It turns out that they use their front legs to taste a potential host as final verification of its suitability. After graduating, he studied bark beetles in Mississippi and later, tent caterpillars in Massachusetts. While at the University of  Massachusetts, he met Lincoln Brower, one of the world experts on the monarch who was then at Amherst College. They started a collaboration that has produced over thirty scientific papers on the monarch and which continues today.

         Most recently he has become the Texas coordinator of the Monarch Watch, a non-profit enterprise, the purpose of which is to learn as much about the biology of the monarch butterfly as possible using volunteers to extend the range of observation throughout the whole of Texas, and to use the monarch butterfly to teach basic concepts of ecology, and reproductive and migration biology. Along the way, the Texas Monarch Watch hopes to instill in those who come in contact with this beautiful creature an appreciation of science, and especially of nature. In addition to this, each migratory season he tries hard to observe the migration in Texas and Mexico to accumulate information about how they get themselves from latitude 45 to latitude 20 and find those nine small areas in the highlands of Mexico.


Information about Monarch butterfly tours
 
Suggestions for the Monarch tour
 
Accommodations: All three hotels in which we will stay are excellent with clean, comfortable rooms. Two of them are super hotels bearing many stars.  The one 3 star hotel that we will use (Hotel Balneario Aqua Blanca) was chosen for its incredible setting and immense biological interest! Agua Blanca may be closed. If so we will stay at the San Cayetano. 

Arrival: You must clear customs. This process is usually perfunctory and takes only a few minutes. You will probably have to push a button on a miniature stop light. If green you pass right through. If red they will inspect you. They may x-ray your luggage in addition to the button-pressing procedure.   

Taxis from the airport: P take a taxi to the Hotel De Cortez. Taxi tickets are sold at booths in the airport that are government controlled. They will charge you a fixed price based on the zone (section) in which the hotel is located. Buy a taxi ticket in advance from one of these government ticket agents. The location nearest the International Exit is around to the left as you pass out of the customs area (sliding doors) and through the metal poles (barrier keeping back the hordes of waiting people). Signs to the ticket booths say SERVICIO TAXIS.   

Our hotel in Mexico City is the Hotel de Cortez on Calle (street) Hidalgo across from the Alameda. It is in the historic zone - zone number four. I paid about $9.00 in February of 2000, but rates may vary. This fee is good for up to four people. If more than four, you must buy another ticket.  There is usually a person who speaks English near the booth to help you. It is NOT recommended to hail taxis off the street in Mexico City. If you are intercepted by people offering taxis service in the airport, politely refuse them and buy a ticket from the government sponsored taxis service.  After buying the ticket, you must reenter the main hall, turn left and walk through some glass doors. There will be many taxis with the airport logo and a number of people to direct you to a waiting taxi. 

Climate and clothing: Daytime temperatures in Mexico City should be in the mid-60's to mid-70's and could be as low as the 40's or 50's at night.  The Monarch colonies are near 10,000 feet elevation, but we will be at that elevation only during the day. It will be cool in mornings and evenings and during cloudy weather. Afternoon temperatures during sunny weather may rise into the 80's. Expect temperatures from 40 - 90F. We will ride in an open truck up to the colonies which may produce some wind-chill. Please bring warm clothing such as a warm, medium weight coat or better, a light coat and sweater - garments that you can peal off or add on as the temperature changes are best.  Also bring one set of light clothing such as shorts and tee shirts and a swim suit. Almost any footwear suitable for walking will do from tennis shoes to boots. The trails are rocky, so ankle support is probably a good idea. Although rain is unlikely - February/March is the middle of the dry season), please bring sufficient rain gear to be able to continue activities in a light rain. If we arrive in the colony area after a long dry spell, road dust thrown up by other vehicles could be a problem.  In this event a handkerchief or dust mask is very useful. Remember the tropical sun (ca. 20N latitude) is intense. Bring a brimmed hat and sun screen. Mexican hotels are not heated.  Some (Don Bruno) get cold at night. Bring one set of warm bed clothes just in case.
 
Currency: The Mexican peso is somewhere around 9.5 to the dollar. The best rates have been at bank outlets called Casa de Cambios scattered throughout Mexico City or at the airport, but every now and then hotels try to accumulate dollars and give better rates. Unfortunately these times are not predictable. Since we will be spending most of our time outside of Mexico City where changing money is difficult, we recommend that you take a few minutes at the airport to change the money that you think you will need in Mexico. Bank teller's "booths" line the wall opposite your exit point from Customs into the airport. The exchange rates among these booths usually vary only a few hundreds of a peso, but why not get the best rate?  Since virtually everything is included in the price of the tour, you will need only money for snacks, alcoholic beverages and things you may want to buy.  In many cases, especially in the urban centers, credit cards are accepted. 

Documents: US citizens need only proof of citizenship to enter Mexico. A birth certificate or passport will do. A voters registration card used to work, but is now questionable. If you don't have a passport, take an official birth certificate. You will be issued a tourist card upon entry into Mexico. You will need to present your copy of the tourist card when leaving Mexico. Losing it will result in lots of grief!   

Emergency contact: You may want to leave a copy of the following hotel addresses and phone numbers with relatives or friends. 

     Hotel De Cortez
     Av. Hidalgo 85
     Mexico 3, D.F.
     011 52 551 821 84

     Hotel Asoleadero
     Malinalco, Edo. de Mexico
     011 52 714 701 84

     Hotel Los Arcos
     Fco. Bocanegro No. 310
     Valle de Bravo
     Estado de Mexico
     011 52 726 218 78
     011 52 726 200 42

     Hotel Albergue Don Bruno 
     Angangueo, Michoacan
     011 52  715 600 26
 
     Hotel Balneario Aqua Blanca
     near Jungapeo, Michoacan
     011 52 715 700 56

     Rancho San Cayetano
     Apdo. Postal 23
     H. Zitacuaro, Michoacan
     CP 61500  Mexico
     011 715 319 26
 
Health precautions: Please remember that the Monarch colonies are at 10,000 feet elevation. The air is thin. Depending on where the colony forms and the time of the year, the hike to the colony can be strenuous for people not used to the altitude. (The colonies tend to form high and move down as the season progresses. We will visit them after they have moved down slope.) We will visit two colonies - Rosario and Chincua. In the case of Rosario we start low and walk up. So visiting in late February or March will be an advantage. In the case of Chincua we start high and walk down.  Their having moved downslope will be a disadvantage, since we will have to walk further down and then back up. We ask that you exercise good judgment in deciding whether or not to make the hike to the Chincua colony. If you have any doubts about your health at these altitudes, we strongly suggest that you consult your physician.   

    No vaccinations are required to enter Mexico. The Centers for Disease Control (404-329-3311) recommends an immunization against yellow fever (good for 10 years) and a gamma globulin shot for the prevention of hepatitis. We will not be in any hot, steamy tropical lowland areas. The lowest altitude that we will be at is ca. 4000 feet at Agua Blanca. Please contact the CDC for the latest information on potential health hazards in Mexico, especially if you will be visiting areas other than the Monarch sanctuaries.   
    Because of the tropical latitude, thin atmosphere and lack of water vapor and dust in the air, solar radiation is very intense. Bring sun screen and a brimmed hat for mid-day use.    
    To avoid traveler's diarrhea follow these common-sense rules: Never drink unpurified water or ice, unpasteurized milk or milk products, or eat uncooked vegetables or unpeeled fruit. Also avoid undercooked fish, shellfish, beef and pork, as well as old mayonnaise or creamed mixtures.  Purified water (filtered or electropurified) is available at our hotels.  Purified water is now generally available in Mexico. We will have a 5 gallon container on the bus for your use. If traveler's diarrhea does occur, Bactrim-DS (or Septra-DS) is almost an overnight cure. Kaopectate or Imodium can help relieve symptoms. Drinking and eating cautiously is usually sufficient to avoid the problem.

Luggage and carry-on: Please limit you baggage to one medium or small suitcase and one carry on. We suggest that you place all essential medications, critical items and equipment and a change of field clothes in your carry-on luggage.   

Personal items: Be sure to bring a canteen or water bottle for daily use. You will need a day pack for carrying personal items while visiting the butterfly colonies. Other suggested items are an alarm clock, small flashlight, sunglasses, chapstick, binoculars, and ear plugs. (Even rural towns in Mexico can be noisy).  Many people have missed wash cloths. Rural Mexican hotels do not supply them.   

Photography: For best results photographing the Monarchs, a 50mm lens and a long lens with plenty of flash is recommended. The Mexican guides at the butterfly colonies are inconsistent about the use of flash at the colonies. Some prohibit its use. They believe that flash harms the butterflies, but there is no evidence to support this claim. There should be opportunities for good butterfly cluster shots without flash. In general there will be some, albeit limited, opportunity to use flash. Please contact me directly if you wish to take lots of flash pictures. 

Time: The part of Mexico that we will visit is on Central Standard Time. 

Birding: Some birds you may expect to see: Gray barred wren, slate-throated  redstart, red warbler, tufted flycatcher, gray silky-flycatcher,  black-backed oriole, black-headed grosbeak, western bluebird, townsend's warbler, acorn woodpecker, curve-billed thrasher, stellar's jay, scott's oriole, ruby-crowned kinglet, white-eared hummingbird, amethyst-throated  hummingbird and maybe a mountain trogan and a striped woodcreeper. A checklist will be available. 


Biographical sketch:  William H. Calvert

Bill Calvert was a post-doc at the University of Massachusetts when he met Lincoln Brower then at Amherst College.  Dr. Brower's long term research on the monarch butterfly among other things established the fact that edible butterflies can be protected from bird predation because birds that learn to avoid toxic butterflies also refuse to eat other butterflies that look like them.  About this time the famous August 1976 National Geographic magazine about Urquhart's discovery of the Mexican overwintering site came out with cover of young lady adorned with countless monarch butterflies. Bill had spent lots of time in Mexico and was fascinated by the prospect of finding the overwintering site. Urquhart and the National Geographic kept the site a secret which further peaked the interest of Brower and Calvert; so they teamed up to try to find it. With only a couple of clues to go on, Bill combed the mountain ranges of central Mexico, climbing most peaks over 10,000 feet. His arduous search was more than fruitful. Instead of a single wintering site for the butterflies, he found nine. Over several years he mapped them, estimated their numbers and kept track of the different kinds of mortality occurring. These finding were published in scientific journals. At the same time he came to know and respect the local people in rural communities and larger towns. Many of these people are now working to protect the monarch butterflies and their habitats in the mountainous fir forests of Michoacan.

Bill leads several tours a year to Mexico to take interested people to the heart of the Transvolcanic range to glimpse the awesome aggregations - millions upon millions of orange/black butterflies  festooning the fir trees to the extent that their green color is no longer  visible. Typically the butterflies hang in huge clusters in the dark, cool parts of the forest. On warm days many waken and take to the air or land on foliage to bask.  On partly cloudy days when the sun is covered by a cloud, hundreds of thousands of these baskers, sometimes millions of butterflies, take to the air in a butterfly blizzard. During late winter they patrol the canopies looking for mates. Once mated, they begin the long trek back to their northern breeding grounds. After several generations in the north, the descendants of the original migrants make their way back to the nine areas in the high mountains of central Mexico. This group is able to find these small remote areas without having ever having been their before.
 
  Personal:  BA Philosophy: University of Texas.
  PhD Zoology: University of Texas
  One boy child [12 years old] adopted from Bulgaria

  List of publications


Registration Form 2001

A Migration of Monarchs: 24 February - 3 March or 10-17 March.  Please specify which trip!
 
 A journey to the heart of Mexico featuring the monarch butterfly overwintering grounds, visits to a rural Mexican school, towns and settlements, pre-Columbian pyramids and many aspects of Mexican culture. $950 per person, double occupancy; single supplement $150.00 (Single supplement will be charged only to those desiring a single room.)  Airfare is additional Minimum of 10 participants; maximum of 20.  A deposit of $200.00  secures a place.  Full payment due January 31, 2001

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 Name of emergency contact ________________________________________
 
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 * Optional, but its nice to know how old people are so we can better match you with a roommate.  Please mail final payment to: 

Monarch Watch of Texas, Inc. 
503 East Mary Street
Austin, Texas 78704 

e-mail wmcalvert@sbcglobal.net (best) 
Fax (computer): (512) 326 2231 (poorest, must call first)            
Phone: (512) 441-0387


Travel insurance
 
Travel insurance is most convenient. . Most policies provide redress for trip cancellation and various delays and inconveniences, travel accidents, associated emergency medical/ dental problems and if needed,  emergency transportation. There are many agencies. Your Travel Agent is probably a good source. One we have dealt with is Access America @ (800) 284-8300. Please check below. 

                   _____ I do not wish to buy insurance.
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 Limitations of liability and responsibility
 
The Monarch Watch of Texas, Inc contracts with service providers in Mexico who provide means of transportation, lodging and meals and/ or other related travel services. The Monarch Watch of Texas, Inc. assumes no responsibility howsoever caused for injury, loss or damage to persons or property in connection with any service resulting directly from: acts of God, detention, annoyance, delays, expenses arising from quarantine, strikes, thefts, failure of any means of conveyance to arrive or depart as scheduled, civil disturbances, terrorism, government or regulations, and discrepancies or changes in transit or hotel services over which it has no control. Reasonable changes in the itinerary may be made where deemed advisable for the comfort and well being of the participants. By final payment to the Monarch Watch of Texas, Inc., the client agrees to be bound by the above terms and conditions.
 
I have read and accept the responsibility clause as stated above.  I authorize the Monarch Watch of Texas to make reservations for me in accordance with the information above. 

    Signature_____________________________ Date _____________________