The Project Sustainability Logbook - 1st Edition 2013

Download as pdf or txt
Download as pdf or txt
You are on page 1of 44

THE PROJECT

SUSTAINABILITY LOGBOOK

First Edition 2013

FIDIC SUSTAINABILITY PACK


THE PROJECT SUSTAINABILITY LOGBOOK

This 2013 Project Sustainability Logbook (PSL) - is essentially identical to the draft of the
Project Sustainability Logbook (PSL2012) published by the European Federation of Engineering
Consultancy Associations (EFCA) and the International Federation of Consulting Engineers
(FIDIC, from its acronym in French) in 2012 and released at the FIDIC World Consulting
Engineering Conference in Seoul, South Korea, in September 2012.
The aim behind the Logbook is to accompany a built asset or a group of designated
buildings, infrastructure facilities and physical plant of a component of the urban
environment (for example, a city district or a city block, respectively) or is designed to meet a
specific urban function (for example, public transport or water supply).
The Logbook, comprising a series of tables, offers a method of defining and monitoring the
issues and objectives of sustainable development for a specific project or programme.
The Logbook includes the present document and accompanying software. Both are covered
by copyright, and all reproduction rights are reserved.
Use of this version of the PSL is conditional upon acceptance of the following:
The PSL can be used free-of-charge by any user who will be responsible for ensuring that:
1. the use does not infringe in any way intellectual property or all other existing rights;
2. clear and explicit references are made to the PSL trademark and the year of
publication;
3. the contents of PSL, notably columns A, B and C of the PSL monitoring tables,
are not altered and must be made easily accessible in their entirety and without
modification, and strictly adhere to the requirements of the relevant version of the PSL
user guidelines.

Under these conditions, the PSL can be referred to in a contractual relationship for which the
parties are solely responsible, and it can be used and referred to in every step taken towards
the realisation of a project or programme for which a user or group of users is entirely
responsible.
Contents

Introducing the Project Sustainability Logbook 1


1. Preface 1
2. PSL – a coordinated commitment to sustainable development 1
3. PSL – an overview 2
4. Summary 2
The PSL in practice 3
1. What does the PSL do? 3
2. The monitoring tables 3
3. Instructions 4
The PSL tables 5
1. Summary table: sustainable development issues and objectives 6
2. Overall monitoring table 8
3. Monitoring tables for phases 9
EXPLANATORY NOTES 10
1. GOVERNANCE 10
1.1. OVERSIGHT 10
1.1.1. Risk Management 10
1.1.2. Cross-cutting 10
1.1.3. Innovation 10
1.1.4. Strategies for selecting: site, materials, multi-criteria decision analysis, etc. 11

1.2. STAKEHOLDER INVOLVEMENT 11


1.2.1. The response to a local request. 11
1.2.2. Information, consultation and coordination 11
1.2.3. Specific organisational aspects of the construction phase 12
1.2.4. Staff and user awareness 12

1.3. TRANSPARENCY 13
1.3.1. Implementing of monitoring 13
1.3.2. Implementing certification 13
1.3.3. Dedicated communications 13

2. SOCIAL/SOCIETY 14
2.1. HEALTH AND SAFETY 14
2.1.1. Hygiene and air quality 14
2.1.2. Other health risks (electromagnetic, laser light, etc) 14
2.1.3. Safety: access and exits, operation, etc. by neighbours, users and others 14
2.1.4. Ensuring security during maintenance 14
2.2. SOCIAL COHESION AND EMPLOYMENT 14
2.2.1. Professional insertion and return to work 14
2.2.2. Job creation 15
2.2.3. Fighting exclusion; personal mobility 15
2.2.4. Facilitating access to services (employment, education, etc.) 15
2.2.5. Facilitating accesses and exits 15
2.2.6. Forced displacement of people 15
2.2.7. Poverty alleviation 16

2.3. LIVING ENVIRONMENT 16


2.3.1. Respect for the neighbours’ and users’ living environment 16
2.3.2. Thermal comfort; climatic comfort 16
2.3.3. Acoustic comfort 17
2.3.4. Visual comfort 17
2.3.5. Quality of the indoor and outdoor environments 17
2.3.6. Integration into the site; integration into the landscape 18

2.4. CULTURAL DIVERSITY 18


2.4.1. Enhancing cultural identity 18
2.4.2. Landscape quality 18
2.4.3. Respect for built heritage 19
2.4.4. Respect for natural heritage 19

3. ENVIRONMENT 19
3.1. BIODIVERSITY 19
3.1.1. Preservation of natural habitats 19
3.1.2. Maintaining ecological corridors 19
3.1.3. Tackling light and sound pollution 19
3.1.4. Supporting inherited plant species 20

3.2. CLIMATE CHANGE 20


3.2.1. Controlling emissions from the project or programme 20
3.2.2. Controlling emissions from induced traffic 20
3.2.3. Reducing the dependence on fossil fuel derived energy 20
3.2.4. Adapting to climate change 21

3.3. RESOURCE MANAGEMENT 21


3.3.1. Controlling energy production, consumption and distribution 21
3.3.2. Renewable energy use 21
3.3.3. Controlling water resources 21
3.3.4. Controlling raw materials’ consumption 21
3.3.5. Consideration of materials life-cycle 22
3.4. CONTROLLING EMISSIONS 22
3.4.1. Limiting air pollution 22
3.4.2. Waste management 22
3.4.3. Protection of water tables, watercourses and soils 22
3.4.4. Limiting hydraulic and hydrogeological impacts 23

4. ECONOMIC 23
4.1. SOCIO-ECONOMIC JUSTIFICATION 23
4.1.1. Of the project or programme in the short tem 23
4.1.2. Envisaged future of the project or programme; capability to evolve 23
4.1.3. Serviceability 23
4.1.4. Investment efficiency 23

4.2. ECONOMIC DEVELOPMENT 23


4.2.1. Direct economic impacts 23
4.2.2. Induced and indirect economic impacts 24
4.2.3. Regional development 24
4.2.4. Job creation 24
4.2.5. Economic partnerships 24
4.2.6. Synergies with other developments 24
4.2.7. Poverty alleviation 24

4.3. LIFE-CYCLE COSTING 25


4.3.1. Simple evaluation (investment and operation and maintenance) 25
4.3.2. Whole life-cycle costing (including external costs, dismantling and costs avoided) 25
4.3.3. Risk limitation costs 25

Annex:
Monitoring tables for sustainable development of a specific project or programme 26
1. Overall monitoring table 26
2. Monitoring table for planning phase 28
3. Monitoring table for design phase 30
4. Monitoring table for construction phase 32
5. Monitoring table for operation phase 34
6. Monitoring table for end-of-life 36
Introducing the Project Sustainability Logbook
1. Preface 2. PSL – a coordinated commitment to
sustainable development
Respecting statutory norms and regulations and the like is
a primary working concern for everyone contributing to the The PSL responds to the need to integrate the requirements of
planning, design, construction, operation, and maintenance of sustainable development, using a holistic approach, throughout
projects or programmes. A project or programme may consist the life of a project or programme from the initial planning
of a built asset or a group of designated buildings, infrastructure stage. A PSL can be used for all types of projects or programmes
facilities and physical plant forming all or part of a component including buildings, services infrastructure and industrial plant
of the urban environment (city district, city block) or being – both new and existing – at all stages from planning and
designed to meet a specific urban function (public transport, design through to construction, operation and end-of-life. All
water supply). dimensions of sustainability are taken up – economic, social,
environmental, holistic, and governance.
These activities have traditionally centered on the three goals
of optimising of time, cost and performance. Sustainable A leading authority has remarked:
development has introduced new requirements that may ‘Sustainable development represents the search for a
eventually be regulated and which encourage many stakeholders ‘global quality’ that integrates, aside from the life-cycle
to undertake specific initiatives going beyond the legal costs, all aspects of quality which, in the case of a
requirements. built asset, will notably include the capacity to evolve,
durability, integration into the environment, and of course
Sustainability initiatives are made difficult by the proliferation the architectural quality. These features, which cover
of analytical frameworks and heterogeneous methodologies. many externalities, are however neither measurable nor
Moreover, these initiatives should not be limited to the design or quantifiable in monetary terms. It is for this reason that
renovation of plant and built assets but should address projects the Logbook, which aims to be both progressive and
and programmes, including urban programmes, throughout the pragmatic, has as its priority those issues that influence
entire life-cycle of their components. directly or indirectly the nominal value of the goods and
services which form the basis for public procurement. An
FIDIC and EFCA, the federations representing the consulting overview of all the factors must not be lost from sight when
engineering industry throughout the world and in Europe, developing a procurement strategy and then taking a
individually, support the industry’s development of the pragmatic decision’.
actions and tools which are needed to implement the goals of
sustainable development within projects and programmes. A PSL is a technical and organisational tool that can be used:
- to support a sustainability initiative since it proposes
To bring sustainable development into perspective, FIDIC
benchmarks and a framework for rating all phases of
has developed Project Sustainability Management (PSM),
a project or programme that allow the life-cycle cost to
which was revised in 2013, as a methodology for evaluating
be estimated based upon a clear-cut evaluation of the
the sustainability requirements for industrial, building and performance that is to be maintained, and even improved,
infrastructure projects. during the life of the project or programme;
In line with this methodology, consulting engineers developed - to integrate, at the community level, sustainable
jointly with architects and local government representatives development objectives and assessment, which are
the 2012 draft of the Project Sustainability Logbook (PSL). The monitored by means of a customised PSL;
Logbook was reviewed by international experts representing - to support a systemic or holistic approach to the
both FIDIC and EFCA and published in 2013 as PSL2013. In development and operation of buildings, infrastructure
supporting sustainable development throughout the life of plant and plant so as to improve the global efficiency of the
or a built asset, PSL represents an unique tool for facilitating communities in which they are located.
discussions between political authorities, clients, project Moreover, PSL encourages holistic approaches for cities and
managers, engineers, designers, contractors, and operators and urban communities by aiming to reinforce urban planning
indeed all who aim to promote sustainable development. and development. The Rethink Cities white paper published in

The Project Sustainability Logbook


1
September 2013 by FIDIC, EFCA, and the Svenska Teknik & of the inputs that were previously taken into account, such as
Designföretagen (STD), the organisation representing Swedish feasibility studies, risk, environmental assessment and the like.
engineers and architects, noted that:
The Logbook is a guide tool for the sustainable development of
The planning of cities with concern for urban functions a project or programme (buildings, civil works, industrial plant,
relates directly to the environmental, economic and social service infrastructure, etc.) both new and existing, from the start
aspects. The total built environment requires sustainable until the end-of-life of their components. The aim is to highlight
overall solutions that ensure synergies between solutions sustainable development’s ‘power for excellence’, which PSL
for society as a whole, buildings, infrastructure, and renders tangible.
technical systems. This feature is necessary to facilitate
realising the full potential of each solution in terms of As a tool to summarise all requirements, legal obligations,
efficiency, productivity, the saving of natural resources, decisions, and undertakings, PSL provides a coherent overview
and the reduction in maintenance costs …. By creating and simplifies the collection and analysis of all the information
synergies between different solutions we can achieve a that is needed. Furthermore, it relates this information to the
comprehensive approach. goals for sustainable development.

Sustainable development can both reduce emissions and The PSL is also relevant for the management of the sustainable
vulnerability to climate change and many impacts can be development of an existing project or programme. It can
avoided, reduced or delayed. Appropriate urban planning, be used in part or in its entirety by senior management to
including extending green areas as well as cool roofs in encourage discussion with stakeholders (financial, political,
cities, has proved to be an efficient way of limiting the technical, etc).
‘heat island’ effect, thereby reducing cooling needs and The PSL thereby testifies to an initiative for global quality in
sometimes also urban fires. a way that is clearly stated, easily identified, and of value
for stakeholders. It is the instrument of choice for coming to
The PSL provides an overview of all the issues stemming from
grips with the life-cycle cost of the components of a project or
regulations and possible voluntary undertakings. It results in a
programme.
clear appreciation of the issues thereby helping in ranking the
issues and making the engagement for sustainable development A PSL comprises a preamble outlining the rules to be followed
more coherent. and for its updating together with the three sections that need to
be maintained throughout the life of an asset, namely:
A PSL does not replace certification and rating systems. Instead it
offers a consolidated and organised overview, bringing forward - an updated description of the asset and the sustainable
the most significant considerations. In particular, an analysis by development challenges,
FIDIC and EFCA has indicated that many of the 14 PSL themes - an overall monitoring table from sustainable development
(sub-divided in the present version into 63 issues or objectives) perspective comprising 15 or more parameters or
which should be considered for infrastructure or plant are also indicators and the manner in which each is evaluated,
taken up by the main indicator and assessment frameworks for - a schedule of documents comprising a list of standards,
buildings such as BREAM and LEED. ratings, benchmarks, and the procedures that are used for
their evaluation, records detailing changes and statements
The PSL also allows one to extend considerations, both technical of earlier measures and indeed any document which is
and financial, beyond legal requirements and regulations across useful for maintaining the Logbook.
some or all dimensions of sustainability with maximum effect and
Establishing the PSL may commence in the initial planning
within the scope agreed with the project or programme’s senior
stages of a project
management.
The PSL is designed to accompany a project or programme from
3. PSL at a glance
the moment it is ‘invented’ all the way through to the end-of-life
A PSL undertaking is entirely voluntary of the project or programme’s components. It therefore
integrates the modifications and more important adjustments
A PSL undertaking for a built asset is in principle the
which are brought to a project or programme and the way in
responsibility of an ‘owner’ or the owner’s representative.
which the setting changes in terms of location, technicalities,
However, there is nothing to prevent an existing or future
regulatory environment, etc.
stakeholder from proposing the PSL to the owner, for instance
as part of the engineering design in a proposal. For an existing The PSL can also be created for an existing built asset on the
facility it may be difficult, nevertheless, to make full use of all basis of an overall evaluation and, if necessary, with the asset

The Project Sustainability Logbook


2
being brought up to standard or even completely refurbished. 4. Summary
The PSL is relevant for projects developed by public-private Developing a PSL allows one to extract the essentials of
partnerships or concessions.
preliminary studies of a project or programme (planning,
Using PSL as a holistic, integrated approach for sustainability feasibility, impact assessment, risk, legal, and socio-economic
in the urban development
assessment) whatever its type (town planning, building, civil
As noted by the FIDIC-EFCA-STD Rethink Cities white paper: works, industrial facility, etc.), whether newly developed or
A strategy for sustainable urban development requires derived from existing built assets. Implementing the PSL then
an awareness of the overall results of the various allows decision makers to profit from a sustainable development
coordinated public and private responsibilities, as well as checklist to clarify the various options for a life-cycle cost
of the social environment, land use and urban planning
evaluation and the approaches adopted.
being incorporated with environmental scheduling
and coordinated development for infrastructure — an The PSL does not aim to replace existing rating schemes and
integrated planning methodology.
certificates. Instead it aims to give an organised and coherent
This design philosophy is characterised by a holistic overview to ensure through a holistic approach that the
integrated approach to sustainability, in order to find expectations for a project or programme are consistent with city
synergies between social, inclusive and economic
or community objectives.
responsibility jointly with different urban systems of
structure and functions (energy production, distribution The introduction to a PSL presents the main issues and objectives
and consumption, waste management, water supply and
for sustainable development in the specific context of a particular
sewage treatment, traffic and transportation, landscape
planning, building design, environmental standards and project or programme. The PSL then ensures the updating of
also saving natural resources and maintenance costs). information as a function of what can take place within the
project or programme (for instance, changes to the intended
Each part of a city must be seen as part of the contiguous
city together with the city’s rural and semi-rural use, a different operator, modernisation and various types or
surroundings. An integrated planning process needs work, etc.) or within the project or programme context (site,
to follow a holistic thinking from overall planning to regulations, new technology, business strategies, etc.).
construction and completion.
Monitoring tables are the product of presenting the issues and
The PSL is organised so that it can be used to support such an objectives. They are organised around 14 themes which are
approach. Issues or objectives listed in monitoring tables can
routinely adopted and formulated in a way that allows the level
be selected for an identified group of buildings, infrastructure
facilities or plant, for a larger area including these assets, or for of performance to be evaluated. Indicators, tables and graphs
an entire city, for example. The framework may then serve as facilitate the visualisation of progress towards quality goals.
a reference document for all phases from overall planning to
The various parameters which can be chosen are among those
construction and completion:
proposed by the International Standards Organization (ISO)
- to provide an agreed common language for the various
partners involved in each of the components, 14001 environmental management standard, the ISO 26000
- to define additional PSL objectives and issues for specific guide to corporate social responsibility, and the Global City
projects, Indicators Facility indicators for urban services and quality of life.
- to facilitate reporting, They must be selected on the basis of specific features of projects
- to help integrate partial assessments. and programmes and their environment.
Logbooks developed for specific projects or programmes located The PSL is a living document, regularly updated. So that it can
in a city or community can be consolidated to monitor the global
be read easily, only the updated version is made available.
profile of the city or community, either totally or partially in
terms of specific issues and objectives. FIDIC aims to develop a It is however necessary to keep a record of the successive
web-based platform to facilitate this type of PSL monitoring and modifications, such as those for the values of indicators. These
assessment. modifications are stored in the PSL’s archives.

The Project Sustainability Logbook


3
The PSL in practice
1. What does the PSL do? - An overall monitoring table to define the issues and
objectives and their assessment for the project or
This 2013 Project Sustainability Logbook (PSL) – aims to couch programme being monitored (see Annexe). The table
the planning, design, construction, operation and end-of-life allows one to review the various aspects of sustainable
of projects or programmes in a sustainable development development and to identify those that address the main
perspective. It involves all stakeholders, including clients, project issues or objectives (Columns A and B taken from the
managers, designers, contractors, and operators. summary table). These aspects, that have been translated
in the summary table into objectives or operational
The PSL is specific to a project or — or part of either, in the form
goals (Column C) are ranked according to their priority
of a built asset or group of assets — and that specificity remains
(Columns D, E and F). The objectives or operational goals
regardless of changes. Moreover, the PSL applies equally to both
can be annotated and complemented according to the
existing and future assets. For the former, one tries wherever
requirements of standards and of rating and certification
possible to relate previous objectives to the issues of sustainable systems (Column G). Above all, they must be related to
development even though the sustainable development concept the envisaged level of performance and the method of
did not exist until fairly recently. evaluation (Columns H and I).
The PSL allows: - Monitoring tables for the implementation and operation
- the identification of the main issues for sustainable phases where the summary and overall monitoring tables’
development relating to a project or programme (either Columns A to C are repeated in worksheets corresponding
to each phase of the project or programme, namely
envisaged or existing);
planning, design, construction, operation, and end-of-life.
- the ranking of the issues in terms of their importance for
Each worksheet (or tab) contains line-by-line the proposed
each particular theme;
solution (Column J designated ‘JP’ for the planning
- the definition of the objectives for each of the issues, worksheet, ‘JD’ for the design worksheet, ‘JO’ for the
together with the way to evaluate outcomes, eventually operation worksheet and ‘JE’ for the end-of-life) and the
using recognised standards, benchmarks, ratings, and evaluation methods (indicators and observed outcomes,
certifications; Columns Kx and Lx, designated by phase ‘x’).
- the implementation of actions to ensure that objectives are
3. Instructions
met and applicable during every phase in the life of each
component of the project or programme; How to read the tables
- the adoption of a monitoring and evaluation procedure for It is necessary to bring to the PSL process the rigour needed
each action. for a thorough analysis of the issues. This is to ensure that an
2. The monitoring tables important aspect has not been overlooked, and to provide
flexibility for adapting to any eventuality by directing attention
The PSL involves several tables: towards the phases, aspects of the project or programme and
- A summary table giving all the issues and objectives for impacts (both positive and negative) that are the most relevant
sustainable development that have been identified to-date, for sustainable development.
organised by the sustainable development dimension and
The PSL provides a pre-established framework for guiding
theme and taken up in the monitoring tables for each
those responsible for a project or programme: they must make
phase which follows. Each entry links to comments to help
choices within a framework, justify the choices and keep track of
the users’ understanding. An exhaustive list of sustainable
the justification. The proposed spreadsheets (corresponding to
development issues and objectives can be found in the
entries in tables) can be altered via additions and adjustments to
chapter titled ‘Explanatory Notes’, organised in the same
correspond to actual site conditions and stakeholder concerns,
way as the summary table under the following themes:
where in all cases these additions and adjustments must be
Governance; Social/Society; Environment; Economic. The
justified.
table comprises three columns, namely the sustainable
development dimension (Column A) and theme (Column Column A comprises the main dimensions of sustainable
B) and the associated issue or objective (Column C) development. Column B divides them into 14 major themes that
selected from a pre-established list. reflect professional undertakings and benchmarks for sustainable

The Project Sustainability Logbook


4
development. In balancing ‘spontaneous’ approaches and How to use the tables
the many sectorial benchmarks, the list does not claim to be
exclusive: it can be revised by the developers of PSL on the basis The PSL must allow attention to focus on the most significant
of feedback and new benchmarks following, for example, further aspects for sustainable development. The follow-up that can
work by the ISO Technical Committee 268. The list represents in then take place will be a tool for discussions between project
effect core parameters that can be used by various engineering or programme partners (clients, contractors, stakeholders,
disciplines. authorities, etc.). It is proposed to limit the number of issues or
objectives to help in understanding the issues and their solutions.
Column C must be completed for each project or programme These issues or objectives are prioritised ‘1’, ‘2’ or ‘3’, with
or their components of whatever type (service infrastructure, those marked as priority ‘1’ in the overall monitoring table. Their
building, industrial plant, town, neighbourhood, etc.) and with full realisation will constitute an indicator for success in terms
the same starting point. However, the various alternatives are of sustainable development since they summarise elements of
to be selected based on specifics of the project or programme, existing benchmarks in a way that allows the various elements
such as the choices regarding sustainable development. The to be followed up by recognised initiatives (ratings, certification,
column gives the issues or objectives; entries must relate etc.). Completing the overall monitoring table is therefore an
directly to the method of evaluation. The table thus serves important step in the life of project or programme or of their
as a reference, which can be modified provided choices are components. The issues or objectives which are established are
justified. It summarises benchmarks, if any (Column G), in such then taken up automatically by the monitoring tables for the
a way that the PSL can become ‘naturally’ a tool for seeking implementation and operation phases.
a minimum level of conformity with standards and rating and
certification systems. The document ends with a guide (see Priorities can evolve and be adjusted during the life of the
below) that details each theme and proposes operational goals project or programme. Accordingly, the monitoring tables will
by summarising relevant benchmarks, standards and rating and also evolve, with the obligation to keep an historical record and
certification systems, if they exist. a justification of the choices made.

PSL tables
The collection of tables that make up the PSL comprises:
- a summary table which describes the works or group or
works or plant being addressed by the PSL;
- an overall monitoring table;
- monitoring tables for the implementation and operation
phases covering:
ƒƒ planning phase
ƒƒ design phase
ƒƒ construction phase
ƒƒ operation phase
ƒƒ end-of-life.

The Project Sustainability Logbook


5
1. Summary table: sustainable development issues and objectives

A B C
Domain Theme Issue or objective
1. Governance 1.1 Oversight 1.1.1. Risk Management
1.1.2. Cross-cutting
1.1.3. Innovation
1.1.4. Strategies for selecting: site, materials, multi-criteria
decision analysis
1.2 1.2.1. The response to a local request
Stakeholder 1.2.2. Information, consultation and coordination
involvement 1.2.3. Specific organisational aspects of the construction phase
1.2.4. Staff and user awareness
1.3 1.3.1. Implementing monitoring
Transparency 1.3.2. Implementing certification
1.3.3. Dedicated communications
2. Social/Society 2.1 2.1.1. Hygiene and air quality
Health/Safety 2.1.2. Other health risks (electromagnetic, laser light, etc.)
2.1.3. Safety: access and exits, operation, etc. by neighbours,
users and others
2.1.4. Ensuring safety and security during maintenance
2.2. Social 2.2.1. Professional insertion and return to work
cohesion and 2.2.2. Job creation
employment 2.2.3. Fighting exclusion; personal mobility
2.2.4. Facilitating access to services (employment, education, etc.)
2.2.5. Facilitating accesses and exits
2.2.6. Forced displacement of people
2.2.7. Poverty alleviation
2.3. Living 2.3.1. Respect for the neighbours’ and users’ living
environment environment
2.3.2. Thermal comfort; climatic comfort
2.3.3. Acoustic comfort
2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the landscape
2.4. Cultural 2.4.1. Enhancing the cultural identity
diversity 2.4.2. Landscape quality
2.4.3. Respect for the built heritage
2.4.4. Respect for the natural heritage

The Project Sustainability Logbook


6
A B C
Domain Theme Issue or objective
3. Environment 3.1 3.1.1. Preservation of natural habitats
Biodiversity 3.1.2. Maintaining ecological corridors
3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species
3.2 Climate 3.2.1. Controlling emissions from the project or programme
change 3.2.2. Controlling emissions from induced traffic
3.2.3. Reducing the dependence on fossil fuel derived energy
3.2.4. Adapting to climate change
3.3. Resource 3.3.1. Controlling energy production, consumption
management and distribution
3.3.2. Renewable energy use
3.3.3. Controlling water resources
3.3.4. Controlling raw materials distribution
3.3.5. Consideration of materials life-cycle
3.4. Waste 3.4.1. Limiting air pollution
management 3.4.2. Waste management
3.4.3. Protection of water tables, watercourses and soils
3.4.4. Limiting hydraulic and hydrogeological impacts
4. Economic 4.1. Economic 4.1.1. Of the project or programme in the short term
justification 4.1.2. Envisaged future of the project or programme;
capability to evolve
4.1.3. Serviceability
4.1.4. Investment efficiency
4.2. Economic 4.2.1. Direct economic impacts
development 4.2.2. Induced and indirect economic impacts
4.2.3. Regional development
4.2.4. Job creation
4.2.5. Economic partnerships
4.2.6. Synergies with other developments
4.2.7. Poverty alleviation
4.3. Life-cycle 4.3.1. Simple evaluation (investment and operation
costing and maintenance)
4.3.2. Whole life costing (including external costs,
dismantling and costs avoided)
4.3.3. Risk limitation costs

The Project Sustainability Logbook


7
2. Overall monitoring table
Columns are completed by indicating the summary table’s issues priority is not indicated then the corresponding issue or objective
(‘I’) or objectives (‘O’) that are chosen for a particular project is not considered.
or programme (with an ‘X’ indicating no distinction between an The example below gives the limited number of issues or
issue or an objective) and by noting their priority (priority 1 being objectives that have been selected for a particular project and the
greater than 2 and 2 greater than 3) in columns D, E and F. If a priority assigned to each of the selected issues or objectives.

A B C D E F
Domain Theme Issue or Objective Priority
I: Issue
O: Objective
X: No distinction 1 2 3
1. Governance 1.1 Oversight 1.1.1. Risk Management O
1.1.2. Cross-cutting O
1.1.3. Innovation
1.1.4. Strategies for selecting: site, materials, I
multi-criteria decision analysis
1.2 1.2.1. The response to a local request I
Stakeholder 1.2.2. Information, consultation and coordination O
involvement 1.2.3. Specific organisational aspects of the O
construction phase
1.2.4. Staff and user awareness O
1.3 1.3.1. Implementing monitoring O
Transparency 1.3.2. Implementing certification
1.3.3. Dedicated communications
2. Social/Society 2.1 2.1.1. Hygiene and air quality I
Health/Safety 2.1.2. Other health risks (electromagnetic, laser light,
etc.)
2.1.3. Safety: access and exits, operation, etc.
by neighbours, users and others.
2.1.4. Ensuring safety and security during maintenance I
2.2 Social 2.2.1. Professional insertion and return to work O
cohesion and 2.2.2. Job creation I
employment 2.2.3. Fighting exclusion; personal mobility
2.2.4. Facilitating access to services (employment,
education, etc)
2.2.5. Facilitating accesses and exits I
2.2.6. Forced displacement of people
2.3 Living 2.3.1. Respect for the neighbours’ and users’ living
environment environment
2.3.2. Thermal comfort; climatic comfort I
2.3.3. Acoustic comfort
2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the O
landscape
2.4 Cultural 2.4.1. Enhancing the cultural identity I
diversity 2.4.2. Landscape quality O
2.4.3. Respect for the built heritage O
2.4.4. Respect for the natural heritage
The Project Sustainability Logbook
8
A B C D E F
Domain Theme Issue or Objective Priority
I: Issue
O: Objective
X: No distinction 1 2 3
2. Social/Society 2.4 Cultural 2.4.1. Enhancing the cultural identity I
diversity 2.4.2. Landscape quality O
2.4.3. Respect for the built heritage O
2.4.4. Respect for the natural heritage
3. Environment 3.1 3.1.1. Preservation of natural habitats
Biodiversity 3.1.2. Maintaining ecological corridors I
3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species I
3.2 Climate 3.2.1. Controlling emissions from the project I
change or programme
3.2.2. Controlling emissions from induced traffic
3.2.3. Reducing the dependence on fossil-fuel
derived energy
3.2.4. Adapting to climate change
3.3 Resource 3.3.1. Controlling energy production, consumption I
management and distribution
3.3.2. Renewable energy use I
3.3.3. Controlling water resources
3.3.4. Controlling raw materials’ use
3.3.5. Consideration of materials life-cycle
3.4 Waste 3.4.1. Limiting air pollution
management 3.4.2. Waste management
3.4.3. Protection of water tables, watercourses and soil
3.4.4. Limiting hydraulic and hydrogeological impacts O
4. Economic 4.1 Economic 4.1.1. Of the constructed works in the short term
justification 4.1.2. Envisaged future of the works;
capability to evolve
4.1.3. Serviceability O
4.1.4. Investment efficiency
4.2 Economic 4.2.1. Direct economic impacts O
development 4.2.2. Induced and indirect economic impacts
4.2.3. Regional development
4.2.4. Job creation
4.2.5. Partnerships
4.2.6. Synergies with other developments
4.3 Life-cycle 4.3.1. Simple evaluation (investment and operation I
costing and maintenance)
4.3.2. Whole life-cycle costing (including external
costs, dismantling and costs avoided)
4.3.3. Risk limitation costs I

3. Monitoring tables for phases


Monitoring tables for each of the phases are detailed in the Annexe.

The Project Sustainability Logbook


9
Explanatory Notes
The issues and objectives of sustainable development as applied Certain topics or choices may need careful monitoring and
to a specific project or programme being monitored by the PSL. special attention such as:

1. GOVERNANCE - Corporate Social Responsibility (CSR)


- ethical behaviour and other CSR best practice
1.1. OVERSIGHT - the setting up of incentives or contractual provisions
1.1.1. Risk Management - applying benchmarks developed by relevant regional
authorities and the consideration of their sustainability
This issue involves consideration of the management of risks in
order to anticipate their control, not only during the project or practices (for instance, their Agenda 21 undertakings
programme development phases but also during operation. notably in relation to governance)
- the sharing of knowledge and information
During project or programme development, all current
and future phases need to be examined: planning, design, - the promotion of partnering best practice with sectorial
construction, operation and end-of-life. Only completed phases associations and organisations and others
are omitted from consideration. Nevertheless, traceability for - joint projects
earlier phases is essential.
- responsible lobbying and use of media relations
During operation, the only phases considered are those for - business governance aspects
actual operation and the end-of-life of components of the
- incentives for user, stakeholder and
project or programme.
public involvement.
Continuously identifying risks is the aim here. By grading them
in terms of probability and impact, we can establish their relative 1.1.3. Innovation
significance, say, the extent to which a certain risk may be
greater than another. We may further evaluate and elaborate This issue concerns the capacity to innovate in favour of
upon those risks — for example, by assigning to each a cost or the project or programme through a diversified range of
time value — as this would be particularly constructive when it stakeholders and exposure to new perspectives.
comes to determining a management strategy and appropriate
action plan. This capacity can be stimulated, and even optimised, notably
by means of a process to manage innovation geared towards
This activity relates to all types of risk – natural, political,
implementing techniques and management tools for creating the
project management, social, technological, health and safety,
environmental, technical, etc. most favourable conditions for innovation. The process can take
several forms depending upon the project or programme.
1.1.2. Cross-cutting
A wide-ranging and fair competition stimulates innovation and
The goal is to involve even more the decision makers (or
efficiency, reduces the cost of goods and services, guarantees
the principal stakeholders) in all of the dimensions covered
(governance, social/society, environmental, economic) and to the same opportunities for all organisations, and encourages
promote the adoption of a responsible approach. the development of new or improved goods and services. In
the long term it promotes economic growth and improves the
Depending upon the circumstances, this will require a
standard of living.
multidisciplinary team working in a concerted manner with
public authorities and the relevant organisations (humanitarian, The aim here is to highlight the way in which innovation not only
ecological and environmental organisations; engineering firms;
allows an original response to current environmental and social
contractors; banks; insurance companies; service providers) so
as to increase the positive impacts, both direct and indirect, on problems, but also makes the project less vulnerable to resource
sustainable development and to limit as much as possible the scarcity, climate change or stricter regulation, to mention only
negative impacts. these three risks.

The Project Sustainability Logbook


10
1.1.4. Strategies for selecting: site, materials, certification) that will generally help in formulating environmental
multi-criteria decision analysis, etc. and other requirements.

For the features listed below, the client should clarify or confirm Here, it is indirectly the overall relevance of the project or
the selection criteria so the selections made be validated. programme that is the underlying issue. One needs to ensure
Items to clarify are: that the specific interests of certain individuals (for instance,
- For a civil works project location: the choice should not neighbours) are reconciled with the general interest, which is
lead to constraints that may jeopardise the project, for often at odds with the specific interests.
instance, the presence of a residential building or housing
estate or a distant location with difficult access.
1.2.2. Information, consultation and
- Boundary of the works (the area affected by the works), coordination
project or programme, especially an urban programme. This issue addresses the interaction with interested parties (those
- Involvement of occupiers, users, neighbours, and other affected by the project or programme) throughout the life of the
stakeholders. project or programme.
- Extent to which systems take sustainable development
into consideration: a system-by-system analysis of Stakeholders: these are very varied. Included are professionals
sustainable-development features confirming whether whose competence is needed for the project, citizens, future
they include a life-cycle analysis of materials; a carbon users (staff and service consumers), the owner or senior
footprint; resource efficiency; the development and use of management, architects and engineers, future management,
an ‘environmental and health report card’ covering each neighbours, the politicians who are responsible, elected officials,
part of the works, the (industrial) product, if any, and the local authorities, local associations, insurance companies, etc.
urban impact.
- Project phases being considered (planning, design, Information, consultation, interaction, and reformulation
construction, operation, recycling, etc.). promotes decisions being taken that are as consensual and
- Consideration of criteria concerning an industrial product, transparent as possible, thus allowing all those involved in
confidentiality constraints and similar issues. the project or programme to make the most of advice from
interested parties and to manage different points of view.
1.2. STAKEHOLDER INVOLVEMENT
Aside from obligatory regulations, one needs to ensure that
1.2.1. The response to a local request coordination at key stages, especially documents for public
The project or programme will generally reflect a request (social, debate:
economic, environmental) or a local initiative in response to a - gathers together the needs and expectations during the
demand , for which the motives can be varied. It is necessary feasibility stage
to articulate and scope the project or programme so that it - integrates future users into the jury for a prize competition,
matches that demand, and to confirm that it falls within the if any
policies for sustainable development of the local authorities
- involves stakeholders before the design phase, and
involved.
specifically before validation of the preliminary design
The project or programme can, for example, reflect local - uses powerful practical methods for project visualisation,
Agenda 21 or environmental objectives, an energy-climate plan such as a digital model, as far upstream as possible
or political undertakings. - provides several variants of the project or programme
Stakeholders involved in the project or programme, after having - informs interested parties on the progress and validation of
defined its content, have much to gain by re-examining the the project or programme and invites them to react to and
demand across all dimensions of sustainable development and adopt the project or programme
by enlarging the scope by envisaging all the repercussions, - involves interested parties in choices relating to the design
both positive and negative. They will thus ensure a long-term or finishing
perspective, even though such a vision is not articulated by those
- makes known the difficulties that may arise in reconciling
seeking to meet the demand.
all objectives, whether financial, legal, technical, or
The demand can also refer to an existing benchmark (notably targeting specific requirements

The Project Sustainability Logbook


11
- invites interested parties to visit the works’ site and deals Regarding sensitive environments, it is necessary to undertake
with any complaints that arise during the construction the steps needed to protect an environment which is particularly
phase and/or owing to modifications made necessary sensitive from the perspective of, say, water or ecological
by on-site developments or by changes to regulations habitats. The relevant experts and public authorities are won
and standards during this phase and ultimately up to over by being involved ahead of and during the works in helping
acceptance of the works to find suitable solutions and to monitor and control their
- asks interested parties whether they are satisfied soon after implementation.
they occupy a new facility or use equipment, and leads to Regarding external control of the works, with transparency as
user surveys dealing with not only the facility but also the a goal (see above) and depending upon characteristics of the
ways in which concertation and taking into consideration works and the site (issues, vulnerability, risks) external specialists
users’ concerns were or were not carried out, and draws with specific advanced skills in certain domains can be brought
from these surveys conclusions for future projects and in to complement the classic project management role. Activities
programmes may involve noise suppression, controlling the effectiveness
- alerts and eventually trains, before commissioning the of certain types of environmental protection measures, the
works, users and operators about the operating conditions separation and recuperation of waste, etc.
and the requirements which need to be met in order to
achieve the expected performance, notably for instance, Relevant for this issue are:
energy use - the organisation of site visits (which can involve
- during the operation phase, questions users regularly as neighbours, local associations, representatives of local
to the serviceability of the facility and equipment so as to government, students, professionals, future users, etc.);
be able to intervene in a timely fashion and implements - the preparation, and communication to certain
corrective measures, with information generated by a stakeholders, of a record sheet for the construction phase
monitoring programme to keep the project or programme demonstrating the proper management of the various
in conformity with regulations. impacts and nuisances and of waste recuperation, and
indicating the difficulties encountered and the corrective
1.2.3. Specific organisational aspects of the measures.
construction phase
1.2.4. Staff and user awareness
Complementing the objective for information, consultation
and coordination and to respond to specific issues during the It is necessary to make staff and users aware of the challenges
and objectives for sustainable development that will be
construction phase, the project owner may decide to reinforce
specifically addressed in the project or programme, and the
the normal undertakings. Before the construction phase, which
concrete solutions which are selected. The senior management
generates environmental impacts and nuisance that must be
of the project or programme staff, the operator and the
anticipated and controlled, the most notable undertakings
contractors involved in constructing the works, and stakeholders
relate to the need to consult neighbours, safeguard a sensitive
during the operational phase should be distinguished from
environment and implement specific controls on the works’ site.
users. Thus for a hospital, the boiler operator will be considered
Neighbours, that is to say users if the works are being as staff and the medical personnel, like patients, as users.
constructed on an occupied site, and their exposure to nuisances
This awareness raising should take place during all project
will first need to be identified. Neighbours, or users already
phases once the issues and objectives have been prioritised.
present on the site of the works, can be met to discuss the
impacts and nuisances and the ways these can be reduced. A The aim is for the staff and those representing users to share
procedure for communication, in both directions, should be put with decision makers the ‘why’ and ‘how’ of the project, from
in place from the start of construction to collect, and treat, any the perspective of sustainable development. They must learn
complaints or suggestions. A ‘site bulletin’ could be prepared about the overarching goals for the project design and its
and distributed to inform on the progress of the works and the consequences, from their own perspective in terms of operation
control of impacts and nuisance. and daily use.

The Project Sustainability Logbook


12
The environmental performance of the project or programme, 1.3. TRANSPARENCY
and indeed all types of performance, is the result of efforts
by several contributors, namely, the project owner or senior 1.3.1. Implementing monitoring
management who conceived the project, operators (of technical Transparency refers to ‘access to information relating to
systems), the project manager and his technical staff, the decisions and actions impacting the challenges and objectives
operator’s staff — e.g. hospital medical staff, school teaching for sustainable development as encapsulated in the PSL for
staff — and the consumers of services (patients, schoolchildren, a facility, works or plant, and a willingness to ensure that
etc.). communications are clear, accurate, opportune, honest, and
complete’ (this PSL definition is derived from the ISO 26000
These aspects are related to the various organisations’ guidance, Clause 2.1.24).
responsibility towards society.
Monitoring the PSL should be organised according to
Staff play a key role in reaching objectives and respect for procedures that are the most appropriate for the project or
the issues raised by the project or programme. So that the programme’s issues and objectives. These could extend to
sustainable development initiative is effective, it is crucial setting up a permanent monitoring committee, possibly with
to explain the interest shown by the project owner or senior external members. The committee’s composition and working
management and each of the contributors to the project or procedures would be established so as to guarantee the required
programme in participating in the initiative. transparency.

For example, it is important to maintain deadlines for validating Arrangements for this commitment to transparency should be
key phases with experts, the incorporation during upstream organised in the way that is most appropriate for the issues. They
phases of environmental specialists or landscape architects, and could extend to establishing a permanent monitoring committee
adherence to the facility’s optimum operating conditions in order with the possibility of appointing outsiders as members. The
to minimise resource consumption. committee will guarantee the transparency that is defined by the
committee’s membership and way of working.
Staff awareness can be developed through meetings, special
attractions during a ‘sustainable development week’, email It should be noted that public sector authorities often make
use of an Agenda 21 approach to support and govern their
messages or a blog, a brochure, and the like. To respond to
sustainable development initiatives.
questions and to gauge understanding, it is important to meet
people: simply circulating a brochure won’t do. 1.3.2. Implementing certification
The adjoining instructions distributed to site workers and the Implementing a recognised certification such as a
occasion they are presented offer ideal opportunities to flag standards-based environmental management system based
up the need to respect the environment, neighbours and site on ISO 14001, a rating such as BREAM, LEED, HQE, etc. or
cleanliness. Explanations and supporting material should be certifications covering certain PSL objectives needs to be clarified
adapted to the experience of staff, from the cleaning lady to the by referring to information regarding the proposed certification
managing director. that allows one to understand the certification’s relevance in
relation to PSL objectives.
Messages for users should be adjusted depending upon
the frequency with which a user visits a facility. For example, 1.3.3. Dedicated communications
daily e-mail messages to remind staff in a building to turn off
Dedicated communications adapted to correspond to the
equipment on leaving or occasional notices urging motorists to challenges at hand, and under the control of the monitoring
separate out their rubbish at motorway rest areas. committee, if any, should report upon the results achieved for the
During operation it is useful for staff and users to be informed PSL objectives.
periodically of the facility’s performance, the improvements and In general, it is preferable to draw upon the initiatives already
the possible deviations from plan and of the corrective measures in place, for example, a monitoring committee, and upon
that are being proposed, if they are involved. Site notices, instruments under its direct control such as a project website, the
publications and an active website are all tools that can be project owner’s or senior management website, etc. In the case
exploited. of major projects, there is often a site bulletin.

The Project Sustainability Logbook


13
2. SOCIAL/SOCIETY 2.1.3. Safety: access and exits, operation,
etc. by neighbours, users and others
2.1. HEALTH AND SAFETY
The issue here is to take into account personal safety measures
2.1.1. Hygiene and air quality from the planning phase by making a distinction between
security measures for neighbours from those for whoever is
The issue here is to consider from the planning phase the project active on the construction site (workers, supervisors, etc.),
or programme’s impact on air quality, for both indoors and individual and group protection and the organisation of
outdoors, exceeding the regulatory requirements. coordination.
The critical or chronic character of risks effectively depends upon This comes from information and awareness provided by the
the project phase. project or programme owner or senior management, together
with their firm undertakings.
The potential targets are people, either on- or off-site, and the
site’s environment since the site influences its environment and Most importantly, it is necessary to anticipate the risks and
vice versa. constraints that arise during construction, operation, use, and
access to the works in allowing for the full range of possible
Different levels of impact are to be considered: positive effects; situations (for instance, different degrees in the limitation of
neutrality; potential ongoing inconvenience; jeopardising a movement as a function of a person’s age, situation, etc.)
person’s well-being (the term ‘inconvenience’ goes beyond the
simple concept of comfort to cover the potential impact). As a component of improved working conditions, it is also
necessary to alert and train operating staff and those responsible
It is also necessary to extend considerations to cover concepts about safety measures over and above the legal requirements
such as the quality of the working conditions. through appropriate staff safety as part of improved working
conditions.
2.1.2. Other health risks (electromagnetic,
laser light, etc.) 2.1.4. Ensuring security during maintenance
According to current understanding and existing regulations, The issue here is to take account, from the planning phase,
the issue here is to catalogue the sources of electromagnetic of the safety of qualified personnel carrying out repairs and
radiation within the project or programme and its equipment, maintenance. This requires information and awareness
characterised in terms of frequency, intensity and the number of training provided by the project or programme owner or senior
items of equipment. management together with their strong engagement. Hence
the importance of the profile, especially the experience, of the
It is also necessary to (a) identify potential harmful effects on the coordinator of sustainable development activities (for instance, a
health and integrity of staff, visitors and neighbours so as to ‘safety and security engineer’) in being able to propose workable
be able to ensure best user practice, and (b) create incentives and optimised solutions and to obtain the owner or senior
for user and citizen involvement through measurements, management’s commitment.
communication and incentives for the correct behaviour.
It is essential to anticipate limitations on repair and maintenance
The undertakings aim to reduce the impact of the project or that may emerge by anticipating all possible scenarios in setting
programme’s radiation emitting equipment that may possibly up these operations and by providing training and assistance to
be deemed harmful. It is also necessary to understand the those involved (designers, future project leaders, operating staff,
extent to which the potential harmfulness of the environment is etc.) on the problems which arise.
taken into consideration in defining work instructions which are
fully consistent with the principles of medicine at work so that
2.2. SOCIAL COHESION AND
they define the required staff skills on the basis of a complete EMPLOYMENT
understanding of the facts. 2.2.1. Professional insertion and return to
Two impact levels are to be considered: work
- the malfunctioning of materials and equipment that This issue concerns professional insertion and reinsertion,
indirectly affects human safety (for example, malfunction return to work and capacity building. Have job seekers — for
owing to disturbance of the electromagnetic field); instance, young staff under professional training or apprentices,
- bodily harm and/or harmful effects if it is anticipated that retirees, handicapped persons and the like — participate in
radiation may directly affect personal well-being. the realisation of works or in their operation and maintenance
The Project Sustainability Logbook
14
with the aim of facilitating professional insertion, securing areas or in densely occupied isolated areas; a project owner can
professional careers and developing skills. create a crèche in an isolated region.
Taking in trainees can also be envisaged as an intermediate step Considerations should also:
towards eventual professional insertion. - take into account eventual equal opportunity regulations
Indicators to be used could for example deal with the percentage and the opportunities for participation by, and the
of young staff or job seekers as a function of the total number of integration of, handicapped persons;
salaried project/programme staff. - promote the employment of handicapped persons, by
considering for example, partnerships with relevant
One can identify from the beginning of the project the associations;
types of skills and the tasks (including those required during - support handicapped persons in their daily lives, including
operation and maintenance) that would enable associations for their accredited reinsertion programmes;
professional insertion in activities such as gardening, cleaning
- establish a managed dialogue to adapt as much as
and painting to qualify for tenders.
possible workplaces and if necessary working hours.
2.2.2. Job creation The indicator to be used could for example deal with the number
The issue here is to contribute to job creation to ensure that of handicapped staff working on the project or programme as a
continuing service needs are covered while ensuring the project function of the total number of staff.
or programme’s overall economic viability. It is also necessary to maintain and reinforce social ties.
Employment linked to the project or programme should be
2.2.5. Facilitating accesses and exits
placed on a permanent basis as much as possible by, for
example, employing operators or assistants requiring a minimum This issue deals with not only physical access (accessibility) but
amount of reconversion. also social links (access to employment and to cultural activities
and the like):
Indicators to be used could for example deal with the number of
jobs created directly and indirectly or the ratio of the number of - respect at least legal and regulatory requirements
new staff to the total number of salaried staff. concerning accessibility for handicapped persons);
- improve the access to roads, open spaces and buildings;
On major construction sites, partnerships could be developed
- create an integrated journey sequence for handicapped
between the project or programme manager and national
persons aimed at full access to public transport with
training or job creation organisations so as to anticipate, for
planning for road access and the development of open
example, the demand for specialised workers.
spaces;
2.2.3. Fighting exclusion; personal mobility - install entrance aids fully integrated into accesses and exits
for those with all types of impairement (mobilty, eyesight,
The issue here is to manage and organise human resources auditive, cognitive, etc.).
mobilised for the project or programme in a manner that
contributes to the project owner or senior management’s 2.2.6. Forced displacement of people
commitments with regard to professional equality between men
and women, the employment of senior citizens, diversity, and the The forced removal of the local population must be monitored
promotion of the mobility of salaried staff for those seeking this whenever a project or programme is likely to entail an
opportunity, both internally and externally. involuntary resettlement, impact on livelihoods, land acquisition
or restricted access to natural resources. The main requirements
Indicators could include the contribution to improving are:
quantitative targets for each of the project owner or senior - Any involuntary resettlement must be minimised or
management’s commitments. avoided as much as possible in planning the project or
programme.
2.2.4. Facilitating access to services
- Whenever it is impossible to avoid resettlement,
(employment, education, etc.)
resettlement activities must be designed and implemented
The issue here is to promote access to essential services (health, as sustainable development programmes by putting in
education, shopping, etc.) by facilitating movement, or by place sufficient resources such that persons displaced
creating services or contributing to their creation. For example: by project activities can profit from the advantages
local communities can recreate neighbourhood services in rural of the programmes which are undertaken. They must
The Project Sustainability Logbook
15
be consulted and must participate in planning and 2.3. Living environment
implementing resettlement programmes.
2.3.1. Respect for the neighbours’ and
- Displaced persons must be helped during their efforts to
users’ living environment
improve their standard of living or to at least ensure its
reinstatement before resettlement. This issue concerns all project phases. The concept of a ‘living
environment’ is broad and includes the noise, olfactory, thermal,
2.2.7. Poverty alleviation and visual environment as well as functional aspects (mobility;
serviceability), the eventual vulnerability of neighbours (for
Combating poverty is the primary objective of the Millennium
example, a health establishment’s patients), nuisance such as
Development Goals (MDG), which aim to halve the number of dust, mud and vibration (during the construction phase but
people with incomes below $1.25 USD per day (see the United perhaps also during operation), and indeed other aspects linked
Nations’ MDG website). to specifics of the project or programme context or to a possible
vulnerability of residents (patients as opposed to the health
Impoverished people depend heavily upon natural resources establishment).
for their basic needs, including food, drinking water, heating,
drugs, hygiene, etc. They are the first victims of environmental The negative impacts on the living environment of neighbours
must be limited and, if possible, an improvement sought. The
degradation or the over-exploitation of natural resources.
handling of this objective or issue presupposes establishing
Major projects or programmes to develop and exploit natural some form of interaction with neighbours (see the section on
resources by creating, for instance, new cities, mines, dams, and Governance).
oil production facilities can give rise to displaced populations It is necessary to monitor the following:
which then find themselves in a state of extreme poverty. - nuisance induced by traffic, deliveries and waste collection
Such projects or programmes must respond to an increasingly - restrictions on mobility and parking
more stringent obligation to consider their social, societal and - respect for areas for resting, socialising and providing
privacy
economic impacts.
- the emission of pollutants (during construction and
The general tendency is towards surveys static in terms of operation)
time and geography rather than economic or sociological - discomfort linked to wind close to high-rise buildings
comprising: studies limited to the area directly affected; - the risk of invasive aspergillosis during construction if close
no ex-post evaluation; compensatory measures limited to to a medical facility
reproducing an equivalent economic situation. They represent - limiting dust, vibration and olfactory nuisance
a regrettable defensive appraisal because major projects and - impact on the quality of scenery (hidden views; changes to
the landscape; poor aesthetics)
programmes can, and should, have a leverage effect that
- impact on rights to sunlight, light, peace and quiet, and
promotes ambitious development at the local and national
good health
levels.
- installation of noisy equipment along site boundaries
These major projects and programmes can act as levers for (boilers; ventilation equipment; heat exchangers)
combating precarity and local or county-wide poverty by - nighttime light pollution (exterior lighting; signs) and
encouraging economic development in compensation for the indirect glare
exploitation of natural resources and the environmental impacts - increase in certain risks to neighbours (pollution, flooding,
etc.) owing to the presence of the project or programme.
affecting the local population.
The project or programme can also contribute to the revival
For developing countries, consideration of social, societal of its neighbourhood and to an improved living environment
and economic aspects is often limited to ensuring a project or through:
programme’s conformity with current regulation - regulation - improved local circulation
whose application is poorly controlled (the government lacks - improvements in the appeal and attractivity of the
resources; the weakness of regulatory authorities) and is neighbourhood
relatively unrestricting with regard to the level of impact a major - creation of bicycle lanes, good quality open spaces or
project or programme can have on a region. acoustic barriers
The Project Sustainability Logbook
16
- partnerships with local associations in discovery walks and air conditioning plant outside buildings; for the communities
enhancement of the site. affected, the noise level resulting following the widening of
2.3.2. Thermal comfort; climatic comfort a road or motorway). In establishing protection relating to
‘comfort’ (i.e., in exceeding regulatory requirements), the project
This issue relates to ensuring comfort in the interior and exterior or programme owner or senior management would be able to
space generated by the project or programme by proposing envisage co-financing agreements with the individuals or local
natural and understated solutions. authorities that benefit from these additional measures.
Beyond regulation, it is necessary to ensure that the indoor 2.3.4. Visual comfort
hygrometric (atmospheric humidity) comfort at all seasons
is adapted to the use. This stems for the most part from This issue concerns a visual comfort in internal and external
prior attention to the building envelope (thermal isolation, areas that is adapted to users and the use.
inertia, solar protection, natural ventilation, climatic design) Regarding indoor areas, one is interested in:
before addressing systems (central heating and cooling,
- natural lighting, notably access to views and to natural light,
dehumidification, ventilation) and their management.
protection against direct or indirect glare and against direct
Equally, it is necessary to ensure climatic comfort (temperature, solar rays (at the very least this is desirable in certain types of
sunlight, hygrometry, wind, rain, etc.) in the outdoor environment areas), and the adjustment (manual or automatic) of natural
(surroundings, courtyards, terraces, pathways, etc.). This involves light. The arrangements made will be designed according
the balance of sunlight, the balance between sunlight and to the type of area, and adapted to the use and the type of
shaded areas, the attractiveness of the outdoor environment at users (for example, elderly people), and equally important,
all seasons, if possible, protection from wind and rain, exterior - artificial lighting, through criteria such as light uniformity,
lighting, the creation of a microclimate using elements such as luminance equilibrium, absence of glare, colour
water and vegetation, and limitation of the heat island effect. temperature, colour rendering, adjustment by users or
automatic adjustment, once again according to the types of
The complexity and individual appreciation of comfort calls area, use and users.
for the comprehensive involvement of stakeholders and users
Concerning the outdoor environment, one can for example
through measurements, the communication of results and
adjust sunlight and shaded areas, protect against glare, both
incentives for correct behaviour. It is especially important
direct and indirect, balance contrasts, and consider the quality
during operation and use to be able to ensure a high level of
of night lighting for both visual comfort and safety (for example,
functionality and to achieve the expected performance.
to prevent falls). These considerations will affect, amongst other
2.3.3. Acoustic comfort aspects, the choice of materials and colours, the mineral or
vegetal treatment of surfaces, the configuration of spaces and
This issue concerns the users’ acoustic comfort in internal their visual appeal at any time of the day and at all seasons.
areas and the way it is adapted to various uses. It requires
One can add to this issue management issues concerning
prior work on the building envelope — orientation of the
the preservation of privacy, and at the other end of the scale,
building and its windows, zoning, insulation that meets or even
transparency, lines of sight, multi-angled visibility aiming for
exceeds regulatory requirements, special designs — before the
surveillance, functionality, and entertainment (for example,
consideration of corrective measures (acoustic correction, noise
viewing a sports hall from a bar).
limitation at source for equipment, sound traps, etc.).
Simulation tools and virtual reality can be profitably used
The issue also involves (a) assuring acoustic comfort in external at different phases of the project or programme to optimise
areas (surroundings, courtyards, terraces, paths, etc.) to limit designs, examine alternatives and communicate ideas.
acoustic nuisance and reverberation or amplification effects
regardless of whether noise sources are outside the site or built 2.3.5. Quality of the indoor and outdoor
into the project or programme, and (b) using the topography, environments
surroundings and buildings to create quiet areas.
This issue addresses the quality of the environment from a
The project or programme owner or senior management will qualitative perspective. An environment through its architecture
on the other hand implement the acoustic protection required generates feelings, emotions, significance, behavioural patterns,
by legislation and monitor the evolution of the noise level and the like. An environment is conceived in order to be
experienced by neighbours (for example: the noise level in experienced and to have a social impact which one hopes is
spaces next to a renovated building following installation of positive, but can be negative.
The Project Sustainability Logbook
17
In jointly configuring spaces, users, and use - given that all and respect for and development of the site and the landscape.
three are interlinked - one may be seeking to design spaces that Integration in or disruption of the architecture or landscape must
stimulate well-being and conviviality, or indeed an intimacy that be taken into account.
creates a specific experience (relaxation, stimulation, exotic,
reassuring, etc.). An atmosphere also brings meaning and It is necessary therefore to consider the intrinsic architectural and
can evoke history, culture, a vision for the future, a symbol, an landscape aspects of the project or programme (ground plan;
ambition, values, etc. site planning) as well as an harmonious setting for the project or
programme in its immediate environment or in a more distant
The quality of exterior views and their depth, seen from either environment, if necessary. Local urban planning regulations
indoors or outdoors, is also important, since by relating to the
and obligatory procedures will of course be respected.
architectural and landscape context of the project or programme
Considerations will be affected by:
in its setting and using the most interesting and rewarding views,
exterior views preserve the visual and psychological relationships - the architectural form and style and the choice of materials
with the immediate surroundings. - the choice and siting of vegetation (local plant species,
etc.)
Moreover, through an appropriate design of spaces one seeks
- modification of the landscape’s contours (earthworks,
to avoid certain feelings, namely claustrophobia, agoraphobia,
spatial disorientation (the need for visual guides), insecurity, creation of slopes, etc.)
vertigo, isolation, and a loss of contact with the exterior. - the use of certain colours
- the disruption of an existing continuity.
Addressing such issues implies a detailed architectural study
at different levels and scales. Involving a psychologist can be In the case of a particularly degraded site or a landscape that
useful. has little attraction, the related project can be scoped within a
programme to improve the site and to contribute to restoring
For instance, one can consider:
locally features of the site and the landscape, in the expectation
- the balance between the mineral and vegetal aspect of that other projects will take over.
external areas
- making use of facades, views and vegetation 2.4. Cultural diversity
- the volume and colour of spaces
2.4.1. Enhancing the cultural identity
- natural and artificial light; night lighting
- urban infrastructure This issue deals with developing the project or programme in
- the sound quality of spaces such a way that it can enhance and preserve the cultural identity
- the creation of olfactive sensations of the area, by highlighting its history, place memories, local
- the equilibrium between the opacity and the transparency materials, ancestral skills, and local architecture, and uses both
of spaces the past and the present.
- the depth of field of internal and external views
It may involve cultural events or festivals (local community fairs;
- sensory links to the external environment and the carnivals) linked to local activities, both rural and urban, and to
perception of time and the seasons
famous deceased members of the community (artists, politicians,
- signage and visual marks writers, musicians, etc.).
- the possible taking over of spaces and their
multifunctionality The cultural identity also includes the diversity of local
- the dynamics/kinetics of users’ movements and flow inhabitants, their origins and the way in which the project or
management programme encourages cultural and linguistic exchange.
- symbolic and cultural elements
2.4.2. Landscape quality
- the scope for works of art.
The landscape, as part of the site’s cultural identity, is
2.3.6. Integration into the site; integration
something to which inhabitants and neighbours are deeply
into the landscape attached. The quality of the way the project or programme fits
This issue deals with the integration of the project or programme into the landscape depends not only on its integration in the
into the site and the landscape. It is necessary to examine the landscape but also its acceptance by the local population. The
impact on views, mutual visibility, the harmony with natural landscaping, choice of materials and landscape features must
features or the built environment, the cohesion that is to be kept, correspond to the cultural identity of the site and its inhabitants.
The Project Sustainability Logbook
18
The principal criterion for this objective is aesthetics: one 3. ENVIRONMENT
takes into account not only enhancing the landscape from
the perspective of a user of the works (the coherence of the 3.1. Biodiversity
landscape when viewed from the works; points of view) but also
3.1.1. Preservation of natural habitats
the new landscape created by the presence of a new element on
the site, only in this case from the neighbours’ viewpoint. A project or programme has the capacity to impact sensitive
natural habitats. This may involve habitats that are under the
2.4.3. Respect for the built heritage menace of disappearing or becoming reduced to a very small
size, or habitats which host inherited flora and fauna species that
Setting aside remarkable buildings that are classified or
are rare, vulnerable or menaced with disappearing.
registered, it is necessary to maintain and develop the built
environment since it plays a special role in the landscape’s Such a site may be the subject for protection by registration as a
make-up and contributes to the site’s identity (buildings of protected natural site
interest; works of art when one is in a rural area; the type of At all phases of a project or programme, including preliminary
habitat in an urban area). studies, impact assessment and project studies, it is therefore
necessary to make an exhaustive inventory of species and
For this issue it is necessary to indicate how the project or
habitats that may be impacted. It is then necessary to have
programme will allow the built environment to be protected, and
experienced ecologists determine the impacts on the species
even restored. and habitats and to determine measures aimed at reducing the
impacts, including compensatory measures.
2.4.4. Respect for the natural heritage
This issue covers natural areas of interest, exceptional trees,
3.1.2. Maintaining ecological corridors
interesting wooded hedgerows, rare or endangered species, For all species, a territory has vital zones (biodiversity reservoirs)
streams, biodiversity, areas capable of hosting biotopes, and where individuals spend most of their lives. These reservoirs can
comparisons between the site’s initial biodiversity and that be closely or widely spaced. Ecological corridors must allow
arising from the project or programme. One can also raise transfer between the reservoirs.
in this context the preservation or development of traditional These corridors can be mapped at the territorial level and
practices related to nature (the use of forests and the sea; paths). represented as so-called green or blue networks.
It is necessary to indicate how the project or programme A project or programme, especially one that involves a linear
takes these aspects into account along with those which structure, may therefore have an impact on the corridors. It is
provide protection from and compensation for the project or thus necessary to find an alignment which minimises impacts
programme’s negative impacts, including possible restoration and to ensure that the project or programme has sufficient
of the natural heritage. From the beginning it is necessary to ‘transparency’ by creating specific features such as passages for
make an exact diagnosis and inventory of the ecosystem, natural large and small fauna, amphibian crossings, structures to house
resources and the soils’ agricultural capacity and to identify bats, etc.
possibly polluted areas that would need to be restored. 3.1.3. Tackling light and sound pollution
Considerations also include the use of local species in Certain species are sensitive to glare or even night lighting, and
landscaping. This offers numerous advantages, both ecological may need ecological corridors that are plunged in darkness. The
(adaptation to the climate; no risk of genetic pollution; avoiding biorhythms of animals, plants and mushrooms are based upon
invasive plant species) and economic (reduced maintenance; natural light. Artificial night lighting upsets migrating species
reduced watering). Health aspects for neighbours and users can and the behaviour of ‘natural’ predators and benefits certain
also be raised in this context: it will be necessary to consider the opportunistic species.
choice of plants to avoid well-known allergies (ambrosia, for A project or programme’s lighting can constitute a light barrier
example). that either repels or fatally attracts these species.
Concerning animal species, the consideration of the impact It is therefore necessary to identify this potential impact and
of the site’s nighttime lighting (light pollution) needs to be to modify, if possible, the project or programme’s lighting to
examined. overcome the problems.
The Project Sustainability Logbook
19
A high level of ambient noise disturbs birds since their song plays 3.2.2. Controlling emissions from induced
an essential role in the social functioning of many species. It traffic
has been established that birds in an urban environment modify
their singing and shift their periods of song relative to those of It is necessary to consider the impact of the project or
the same species surrounded by a moderate level of ambient programme on mobility in terms of carbon emission. Transport
noise. However, not all species are adaptable so it is necessary is a major concern in the fight against climate change since it
to anticipate this issue. alone accounts for more than 30% of greenhouse gas (GHG)
emissions in developed countries.
3.1.4. Supporting inherited species
As an example, in the case of a project to construct a new
Even though a project or programme may potentially impact building, when selecting a location it is necessary in the first
certain species, it provides the owner with an opportunity to place to take into account the journeys users will make between
enhance certain aspects, notably those which are inherited. where they live and their place of work.
It may be necessary to create or develop a ‘sensitive nature Issues to be addressed should include:
zone’ which is connected to the project or programme and - Does the area in which the project or programme is sited
allows, with appropriate management, enhancement over the provide infrastructure for alternative means of transport,
long term. walking, cycling, and the use of public transport?
The project or programme itself, through its neglected areas - What can the area provide in terms of the services
or areas of scree (for example, chalk scree) can also serve this needed for working and day-to-day living that minimise
purpose. unnecessary journeys?

The project or programme owner or senior management can Also to be included are the means, such as information,
also finance a project that is carried out by an association communication and telecommunications infrastructure for
or a specialised organisation belonging to another project distance working, and the incentives and possibilities the project
owner, thereby creating involvement and support for the proper or programme provides for encouraging behaviour that reduces
implementation of the project or programme. emissions.

3.2. Climate change 3.2.3. Reducing the dependence on fossil


fuel derived energy
3.2.1. Controlling emissions from the
Controlling and reducing the consumption of fossil fuel derived
project or programme
energy represents for the project or programme not only an
It is necessary to support the fight against the greenhouse gas ecological issue but also an economic issue owing to the
effect by controlling and reducing the project or programme’s risk of an increase in the price of fossil fuel derived energy. It
carbon emissions. The increase in the greenhouse effect is necessary to consider the possibilities made available for
results in an increase in the concentration of substances in the users and stakeholders to make the correct decisions through
atmosphere (greenhouse gases) that are mainly anthropogenic measurements, the communication of results, incentives for
in origin (carbon dioxide, methane, etc.). It leads to an increase alternative investments, and the consideration of smart grids,
in the Earth’s temperature. centralised energy production, energy distribution networks, and
essential infrastructure investments.
The reduction of carbon emissions must be sought for all of
the project or programme’s life-cycle phases, from planning to For example, it is necessary to seek for the project or
the end-of-life of the components An evaluation of the carbon programme:
account helps in posing questions and reaching decisions not - a reduction in the energy consumption during its
only during project definition (examination of various scenarios) construction
but also during the design (eco-planning; carbon footprint - a reduction in the energy consumption during operation
reduction) and operation phases. after commissioning
It is also necessary to take into account emissions generated - the use of renewable energy sources
both directly and indirectly by the project or programme. The - the possibility to reuse and recycle, including energy storage
emissions also represent an impact that stems from behaviour; and back-feeding into the energy distribution network
they can be reduced by creating possibilities and incentives for - cooperation with regard to energy production and
correct behaviour. distribution networks.
The Project Sustainability Logbook
20
These undertakings contribute to the sustainable management of sustainability benefits. This may call for centralised and
resources, in this case fossil fuel derived energy. long-term decisions to be taken that lead to holistic sustainable
solutions. The choices made with regard to production and
3.2.4. Adaptation to climate change distribution networks, smart grids and the like will have a major
Scenarios established by international experts envisage a impact on the technical solutions that are chosen and the way
temperature increase of two degrees Centigrade by the year individual projects or programmes are planned.
2030, and four degrees Centigrade by 2050. This issue requires:
In the context of sustainable development, to meet the risks - identifying the preferred energy source while taking into
it is necessary to ensure from today the adaptability and the account operating costs and energy type: electricity, gas,
capacity to evolve of constructed works (both buildings and fuel, coal, solar, photovoltaic, etc.
infrastructure). In many countries climate change will bring - ensuring the best possible thermal insulation
about: - designing central heating, ventilation, air-conditioning and
- the amplification of heat waves, cold spells and droughts; electricity supply plant with the capacity to reuse energy
- floods and reduce operating costs
- an increase in the intensity and/or frequency of storms; - providing possibilities for users to save energy through
- increased humidity decentralised monitoring, communication and incentives.
- a weakening or a reduction in the strength of materials 3.3.2. Renewable energy use
owing to temperature changes
- modification of the landscape, vegetation and soils. This issue encourages the search for the best approach for, and
source of, renewable energy that can be taken up by the project
It is necessary to determine the potential effects of climate or programme and its immediate environment: solar energy;
change on the project or programme. These effects may act photovoltaic; geothermal; energy from waste; surplus energy;
upon: centralised conversion and/or distributed systems.
- the project or programme itself
- users
3.3.3. Controlling water resources
- neighbours. Limiting and controlling water consumption calls for several
different types of elements, especially for a holistic approach and
It is also necessary to understand the needs and willingness of
considering distribution, use and recycling as an example:
future generations to live a good life without large contributions
to and negative impacts on climate change. This includes the - special techniques for limiting consumption, notably with
possibility to do right thing: in order to achieve positive results regard to watering and washing
in all dimensions of sustainable development the possibility to - techniques to recover and store rainwater
become involved and make the right choices is important, not - the treatment and recycling of waste water
only for future generations but also today. Moreover, taking such - providing possibilities for users to make the correct
issues into consideration will also promote economic and social decisions through monitoring, communication and
sustainability incentives.
3.3. Resource management 3.3.4. Controlling raw materials’
consumption
3.3.1. Controlling energy production,
consumption and distribution The foremost preoccupation for this issue is to ensure, in
conjunction with the preceding issue ‘Controlling water
From a holistic perspective, this issue leads in particular to resources’, that the project or programme does not contribute to
decisions concerning the different components of the energy exhausting non-renewable resources.
system by being able to manage and prioritise actions for:
- energy production (conversion) During the project or programme’s various life-cycle phases
the project/programme owner and senior management and
- energy distribution
the project/programme manager will take into account the
- energy use. preservation of resources through the choice of construction
Depending upon currently available or future resources and materials (wood, metal, concrete, etc.), construction processes
the distribution infrastructure, a certain level of redundancy (limit water consumption during construction; promote
with regard to technical solutions makes possible significant recycling; reuse existing materials as much as possible, etc.)

The Project Sustainability Logbook


21
and distribution during the operation phase (limit heating and 3.4.2. Waste management
air-conditioning requirements; encourage economic forms of
In the holistic ‘city’ perspective there is an organisational
heating and the use of renewable energy; create surrounding
framework that needs to be managed to change the system
green areas requiring little watering; etc.).
and the mindset to envisage a reduced amount of well-handled
3.3.5. Consideration of the life-cycle of and well-sorted waste as a resource through ‘Reduced Waste,
Reused Waste, Recycled Waste, and Energy Recovery’.
materials
This issue complements the resource management theme
This issue implies estimating the probable lifetime of materials or through economies in raw materials that encourage the use of
processes and determining the methods and costs for end-of-life recycled materials.
replacement or repair, thereby making the best initial choice.
The issue covers rationalising the waste produced by the project
It is necessary to create incentives for partners and stakeholders or programme and the works that follow in order to limit its
to make the correct choices concerning raw materials by volume and nocivity, and promoting effective traceability, waste
considering, product and project life-cycle costs, operating costs, separation and recycling.
the preservation of resources, and recycling and reuse. It is
Conversely, one can also demonstrate how an infrastructure
important to relate these various aspects to the overall goals and
project provides an opportunity for rehabilitating uncontrolled
vision for the project or programme.
waste dumps.
3.4. Controlling emissions The measures put in place will vary depending upon the
project/programme phase (construction or operation). They
3.4.1. Limiting air pollution will include, for example: the formal accounting of construction
This issue covers the reduction of emissions into the atmosphere waste by contractors and suppliers; establishing selective waste
brought about directly or otherwise by the project or programme cycling; encouraging the composting of vegetable waste for the
occupants of a model home.
and by the built works that follow. It can refer to the legal
framework covering atmospheric pollution, if and when it exists. 3.4.3. Protection of water tables,
The stated objective in this case therefore concerns air pollution watercourses and soils
from the emitter’s viewpoint. This issue deals with water pollution (water tables and
watercourses) and soil pollution, with the understanding that
Depending upon the type of project or programme, its location
these types of pollution are linked.
and its underlying rationale, one seeks to limit the causes
of emissions from the works, processes (for instance, energy It is necessary here to envisage adequate water treatment and
conversion) and induced activity (agriculture, road transport, to fight the spreading or leakage of polluting or dangerous
residential and tertiary sector linkages, other forms of induced products both within and into the natural environment.
traffic, releases by nature, materials employed, etc.).
Mitigating measures may involve not only limiting the use
Examples include: choosing low polluting energy sources; of such products to the strict minimum but also proposing a
choosing energy processing equipment that filters or limits treatment adapted to the waste water, such as rainwater that can
emission of gas and particles; implementing techniques to wash away these products and then run off into watercourses or
the soil.
reduce the emission of air pollutants arising from industrial
processes; the treatment of exhaust gasses at the exit to Depending on the location of the works, one aims to
ventilation shafts; encouraging the use of bio-carburants for the guard against the indirect causes of emissions linked to the
transport of construction materials. transformation of energy, agricultural activities, industry, transport
(river and maritime), housing, community activity, and natural
An example of an indicator is the level of NOx emission. pollution (acid rain, suspended materials linked to erosion,
Note: this objective complements the Health and Safety theme radioactivity, etc.)
and its issue of ‘Hygiene and air quality’ that relates to the Once again, the project or programme can offer an opportunity
health aspects of air quality from the point of view of the receiver to bring a built asset up to given standard during, for example,
of the pollution, that is to say neighbours, users or staff, etc. road widening.
The Project Sustainability Logbook
22
The problems encountered relate to human health (drinking - What is the capacity for the constructed works to adapt to
water) and biodiversity (quality standards for watercourses). these end uses, regardless of whether the potential uses
are known or unknown?
3.4.4. Limiting hydraulic and
hydrogeological impacts 4.1.3. Serviceability

Note: hydrogeology is defined as an interdisciplinary science The serviceability expresses the capacity for the constructed
works to reply satisfactorily to the various user expectations.
that deals with underground water. In this section one only takes
From the economic point of view, an appropriate serviceability
into account the distribution and circulation of underground
can have both direct and indirect economic impacts:
water, where the quality aspects of water are covered under the
preceding issue. - direct impact on the built works since satisfactory
performance allows one to avoid early investments to
The problems encountered relate to flooding, soil erosion and remedy malfunctioning in use and reduces in the middle-
falling water tables. This issue covers hydraulic aspects linked to long-term the risk of functional obsolescence
to the project or programme, such as the impermeabilisation - indirect impact on the built works since a satisfactory
of soils, subtraction at the expansion zone of junctions and serviceability will bring about improved productivity (for
damming. It may also concern, for example, the drying up of places of work) or success (for educational establishments).
wells or humid zones owing to the modification of water runoff.
Alternatively, the concept of serviceability can be analysed
It is necessary in this case to fight against the impermeabilisation equally well in relation to the social context because it is linked
of soils, the concentration of waste rainwater runoff, and the to the quality of the surroundings, and to comfort (acoustic,
creation of blockages in both major and minor river beds. It is thermal, visual) as well as to ergonomy and to health and
up to the project or programme owner to demonstrate how these safety. Interactions with governance also need to be monitored
impacts will be taken into account and their effects reduced. such as the involvement of stakeholders, or more exactly, the
consideration of user needs and expectations.
In certain specific cases it may be desirable that a linear
embankment acts as a protection dyke for the downstream 4.1.4. Investment efficiency
population. In this case the hydraulic ’transparency‘ that is
Does the investment allow the objectives that were established
normally sought will be reduced. Such choices should be stated
to be reached with a minimum of financial resources envisaged
explicitly and justified.
and subsequently taken up? Does the investment consider the
life-cycle and operational costs and the environmental impact as
4. ECONOMIC components of the decision to invest?

4.2. Economic development


4.1. Economic justification
4.2.1. Direct economic impacts
4.1.1. Of the project or programme in the
short term One can evaluate the direct negative and positive impacts that
can be expected in terms of economic development once the
It is necessary to provide an overview of the needs which the works are functioning or operating.
constructed works are intended to meet, by focusing on the
economic rationale while indicating second-order effects relating For example, the direct economic impact expected upon the start
to the development that is generated. up of a large shopping centre could be:
- a reduction in local shopping in areas near the centre;
It is noted that this issue only covers the short term, including the
- the development in the centre of commercial services that
start of the operation phase.
complement those supplied by the project or programme.
4.1.2. Envisaged future of the project or One can also take into account the impact on local
programme; capability to evolve employment: transport infrastructure can increase the economic
influence of a region and increase distances between home
The key issues are: and workplaces within the region; employment created through
- What are the possible end uses of the constructed works in strengthening an area’s economic activity could be, at least in
the short-, medium- and long-term? part, in the form of local jobs.
The Project Sustainability Logbook
23
4.2.2. Induced and indirect economic crèches, shops, etc.), demographics, access via various forms of
impacts transport (foot, automotive, etc.), the urban and environmental
integration, etc.
What are the positive and negative effects induced by a
second-order effect which can be expected in terms of economic 4.2.7. Poverty alleviation
development once the project or programme is functioning or
operating? Combating poverty is the primary objective of the Millennium
Development Goals (MDG), which aim to halve the number of
An indirect economic effect could be to alter the price of
people with incomes below $1.25 USD per day (see the United
commercial premises in the region.
Nations’ MDG website).
4.2.3. Regional development Impoverished people depend heavily upon natural resources
To be listed under this issue are the effects of economic for their basic needs, including food, drinking water, heating,
development that are expected on a regional scale. The drugs, hygiene, etc. They are the first victims of environmental
definition of this area is based upon the population density of degradation or the overexploitation of natural resources.
the area surrounding the project or programme. For a sparsely
populated area one can consider the relevant area to be Major projects or programmes to develop and exploit natural
relatively spread out while, inversely, the area will be seen to be resources (the creation of, for instance, new cities, mines,
more limited if its surroundings are densely populated or already dams, and oil production facilities) can give rise to displaced
well developed. populations which then find themselves in a state of extreme
poverty.
4.2.4. Job creation
Such projects or programmes must respond to an increasingly
The analysis under this issue consists of an inventory that is both
more stringent obligation to consider their social, societal and
qualitative and quantitative of the jobs created, maintained
and lost throughout the project/programme life-cycle. During economic impacts.
the construction phase, one can for example quantify the The general tendency is towards surveys static in terms of
accompanying employment as well as the jobs that will
time and geography rather than economic or sociological
eventually be lost when operation on the site ceases and before
comprising: studies limited to the area directly affected;
renovation takes place. Thus, for the duration of the operation
no ex-post evaluation; compensatory measures limited to
phase, one can make an inventory of the jobs created, both
direct and indirect. reproducing an equivalent economic situation. They represent
a regrettable defensive appraisal because major projects and
4.2.5. Economic partnerships programmes can, and should, have a leverage effect that
Under this issue one can clarify the link between two or more promotes ambitious development at the local and national
complementary planning processes. This complementarity may levels.
show up in different ways (for instance, with or without a time lag These major projects and programmes can act as levers for
or on an identical plot of land that is either adjoining or remote).
combating precarity and local or county-wide poverty by
The partnership can also be structured as a joint management of encouraging economic development in compensation for the
a project or programme to build a single facility, or as a group exploitation of natural resources and the environmental impacts
of operators to design, build and operate the works. It is then affecting the population.
necessary to take into account the constraints arising from joint
activities. For developing countries, consideration of social, societal
and economic aspects is often limited to ensuring a project or
4.2.6. Synergies with other developments programme’s conformity with current regulation - regulation
It is necessary to synchronise and integrate the project or whose application is poorly controlled (the government lacks
programme being considered with projects to develop other resources; the weakness of regulatory authorities) and is
works within an appropriate area, in terms of the existing relatively unrestricting with regard to the level of impact a major
capacity, social and economic development, services (schools, project or programme can have on a region.
The Project Sustainability Logbook
24
4.3. Life-cycle costing 4.3.3. Risk limitation costs
This issue relates to estimating the cost to limit risk before, during
4.3.1. Simple evaluation (investment and
and after the commissioning of an asset, whether it be works
operation and maintenance) or equipment. The aim is to invest in economically justified and
adapted preventive measures that generate a return in terms
The overall objective is to encourage and optimise choices of the overall cost. Such measures are worthwhile moreover
based upon a reasoning in terms of the life-cycle cost, from the not only during a project planning, design and implementation
initial concept to the end-of-life of the components of the project phases but also during the operation and end-of-life phases
of the works. In particular, applying a risk management
or programme. The life-cycle cost therefore incorporates the
methodology allows one to:
costs of design, construction and operation and maintenance.
- anticipate and prepare oneself for the all possible events
Additional costs at the design and construction phases are very (having both positive and negative impacts)
often insignificant in relation to the savings that can be achieved - ask the important questions as an aid to decision making
during the operation and maintenance phase. - assess the project benefits (success) before and after
optimising the risk balance.
4.3.2. Whole life-cycle costing (including To summarise:
external costs, dismantling and costs - managing risk allows one to limit defects, delays and
avoided) various lost returns (there is no unique response as each
case is specific)
The overall objective here is identical to that for the simple - the risks deal not only with the project itself or with the works
evaluation, except that the lines of reasoning include, amongst (i.e., the internal risks) but also with the interface to the
exterior, thereby relating to the exterior (i.e., external risks).
other things, taking account of:
To illustrate, a non-exhaustive list of the types of risk includes:
- the eventual financial impacts upon the neighbourhood
- noise nuisance
and the environment (both positive and negative);
- atmospheric pollution
- the cost of dismantling components of the project or - the neighbours’ living environment
programme and their end-of-life. - adaption to climate change.

Annex
Monitoring tables for the sustainable development of a specific project or programme
1. Overall monitoring table
2. Monitoring table for planning phase
3. Monitoring table for design phase
4. Monitoring table for construction phase
5. Monitoring table for operation phase
6. Monitoring table for end-of-life

The Project Sustainability Logbook


25
Annex:

- 0 - OVERALL MONITORING
- 0 - OVERALL TABLE
MONITORING - Version
TABLE 2013-R0
- Version 2013-R0
A B B C C
ISSUE ISSUE
OR OBJECTIVE
OR OBJECTIVE
ION DIMENSION THEME THEME
In columns
In D-E-F:
columnsI D-E-F:
= Issue,
I =O = Objective,
Issue, X = No
O = Objective, difference
X = No difference
1.1.1. Risk Management
1.1.1. Risk Management
1.1.2. Cross-cutting
1.1.2. Cross-cutting
1.1 - OVERSIGHT 1.1 - OVERSIGHT
1.1.3. Innovation
1.1.3. Innovation
1 - GOVERNANCE

1.1.4. Strategies
1.1.4. for selecting:
Strategies site, materials,
for selecting: multi-criteria
site, materials, decision
multi-criteria analysis,
decision etc.
analysis, etc.
1.2.1. The response
1.2.1. The to a local to
response request
a local request
1.2.2. Information, consultation
1.2.2. Information, and coordination
consultation and coordination
1.2 - STAKEHOLDER
1.2 - INVOLVEMENT
STAKEHOLDER INVOLVEMENT
1.2.3. Specific organisational
1.2.3. aspects aspects
Specific organisational of the construction phase
of the construction phase
1.2.4. Staff and
1.2.4.user
Staffawareness
and user awareness
1.3.1. Implementing monitoring
1.3.1. Implementing monitoring
1.3 - TRANSPARENCY
1.3 - TRANSPARENCY 1.3.2. Implementing certification
1.3.2. Implementing certification
1.3.3. Dedicated
1.3.3. communications
Dedicated communications
2.1.1. Hygiene and
2.1.1. air quality
Hygiene and air quality
2.1.2. Other2.1.2.
health risks
Other (electromagnetic,
health laser light,
risks (electromagnetic, laser etc.)
light, etc.)
2.1 - HEALTH / SAFETY
2.1 - HEALTH / SAFETY
2.1.3. Safety: access
2.1.3. and
Safety: exits,and
access operation, etc. byetc.
exits, operation, neighbours,
by neighbours, users andand
users others
others
2.1.4. Ensuring
2.1.4.safety andsafety
Ensuring security during maintenance
and security during maintenance
2.2.1. Professional insertion and
2.2.1. Professional return
insertion andtoreturn
workto work
2.2.2. Job creation
2.2.2. Job creation
2.2.3. Fighting exclusion;
2.2.3. personalpersonal
Fighting exclusion; mobilitymobility
2 - SOCIAL / SOCIETY

2.2 - SOCIAL COHESION ANDCOHESION


2.2 - SOCIAL EMPLOYMENT
AND EMPLOYMENT
2.2.4. Facilitating access toaccess
2.2.4. Facilitating services (employment,
to services education,
(employment, etc.)etc.)
education,
2.2.5. Facilitating accessesaccesses
2.2.5. Facilitating and exitsand exits
2.2.6. Forced displacement
2.2.6. of people
Forced displacement of people
2.2.7. Poverty alleviation
2.2.7. Poverty alleviation
2.3.1. Respect forRespect
2.3.1. the neighbours' and users’
for the neighbours' and living environment
users’ living environment
2.3.2. Thermal comfort;
2.3.2. Thermalclimatic
comfort;comfort
climatic comfort
2.3.3. Acoustic comfort
2.3.3. Acoustic comfort
2.3 - LIVING ENVIRONMENT
2.3 - LIVING ENVIRONMENT
2.3.4. Visual2.3.4.
comfort
Visual comfort
2.3.5. Quality of the
2.3.5. indoor
Quality and
of the outdoor
indoor environments
and outdoor environments
2.3.6. Integration into the site;
2.3.6. Integration into integration into the
the site; integration landscape
into the landscape
2.4.1. Enhancing the cultural
2.4.1. Enhancing theidentity
cultural identity
2.4.2. Landscape quality
2.4.2. Landscape quality
2.4 - CULTURAL DIVERSITY
2.4 - CULTURAL DIVERSITY
2.4.3. Respect forRespect
2.4.3. the built
forheritage
the built heritage
2.4.4. Respect forRespect
2.4.4. the natural
for theheritage
natural heritage
3.1.1. Preservation of naturalofhabitats
3.1.1. Preservation natural habitats
3.1.2. Maintaining ecologicalecological
3.1.2. Maintaining corridorscorridors
3.1 - BIODIVERSITY
3.1 - BIODIVERSITY
3.1.3. Tackling light
3.1.3. and sound
Tackling pollution
light and sound pollution
3.1.4. Supporting inherited plant
3.1.4. Supporting species
inherited plant species
3.2.1. Controlling emissionsemissions
3.2.1. Controlling from thefrom
project or programme
the project or programme
3.2.2. Controlling emissionsemissions
3.2.2. Controlling from induced traffic traffic
from induced
3 - ENVIRONMENT

3.2 - CLIMATE CHANGE


3.2 - CLIMATE CHANGE
3.2.3. Reducing
3.2.3.the dependence
Reducing on fossilonfuel
the dependence derived
fossil energy
fuel derived energy
3.2.4. Adapting
3.2.4.toAdapting
climate to
change
climate change
3.3.1. Controlling energy production,
3.3.1. Controlling consumption
energy production, and distribution
consumption and distribution
3.3.2. Renewable energy use
3.3.2. Renewable energy use
3.3 - RESOURCE MANAGEMENT
3.3 - RESOURCE MANAGEMENT 3.3.3. Controlling water resources
3.3.3. Controlling water resources
3.3.4. Controlling raw materials’
3.3.4. Controlling consumption
raw materials’ consumption
3.3.5. Consideration of materials
3.3.5. Consideration life-cycle
of materials life-cycle
3.4.1. Limiting air Limiting
3.4.1. pollution
air pollution
3.4.2. Waste management
3.4.2. Waste management
3.4 - CONTROLLING
3.4 -EMISSIONS
CONTROLLING EMISSIONS
3.4.3. Protection
3.4.3. of water tables,
Protection of waterwatercourses and soils
tables, watercourses and soils
3.4.4. Limiting hydraulic
3.4.4. Limiting and hydrogeological
hydraulic impacts
and hydrogeological impacts
4.1.1. Of the4.1.1.
project or programme
Of the in the short
project or programme in theterm
short term
4.1.2. Envisaged future of the
4.1.2. Envisaged project
future of theor programme;
project capability
or programme; to evolve
capability to evolve
4.1 - ECONOMIC JUSTIFICATION
4.1 - ECONOMIC JUSTIFICATION
4.1.3. Serviceability
4.1.3. Serviceability
4.1.4. Investment efficiency efficiency
4.1.4. Investment
4.2.1. Direct4.2.1.
economic impacts impacts
Direct economic
4 - ECONOMIC

4.2.2. Induced and


4.2.2. indirect
Induced andeconomic impactsimpacts
indirect economic
4.2.3. Regional
4.2.3.development
Regional development
4.2 - ECONOMIC DEVELOPMENT
4.2 - ECONOMIC DEVELOPMENT 4.2.4. Job creation
4.2.4. Job creation
4.2.5. Economic
4.2.5. partnerships
Economic partnerships
4.2.6. Synergies
4.2.6. with otherwith
Synergies developments
other developments
4.2.7. Poverty alleviation
4.2.7. Poverty alleviation
4.3.1. Simple evaluation
4.3.1. (investment
Simple evaluation & operation
(investment & maintenance)
& operation & maintenance)
4.3 - LIFE-CYCLE 4.3
COSTING
- LIFE-CYCLE COSTING 4.3.2. Whole life-cycle
4.3.2. Wholecosting
life-cycle(including external
costing (including costs,costs,
external dismantling andand
dismantling costs avoided)
costs avoided)
4.3.3. Risk limitation
4.3.3. Riskcosts
limitation costs

ew tables-24-07-2013.xls/Overall/
new tables-24-07-2013.xls/Overall/
The Project Sustainability Logbook
26
xemple Modèle Exemple Modèle
ojet : qui?, rédaction : projet
qui?, : mise en forme: qui?,
qui?, rédaction : P. Perret
mise en forme : P. Perret Page 1 1/ 1
Page /1
O Objective I Issue
(what is the target?) (what needs to be considered?)
D E F G H I
PRIORITY
BENCHMARKS TAKEN INTO
EXPECTED PERFORMANCE ASSESMENT METHODOLOGY
1 2 3 CONSIDERATION

The Project Sustainability Logbook


Edition du 29/07/2013 27
Annexe
- 1 - PSL MONITORING TABLE FOR THE PLANNING PHASE
A B C
ISSUE OR OBJECTIVE
DIMENSION THEME
In columns D-E-F: I = Issue, O = Objective, X = No difference
1.1.1. Risk Management
1.1.2. Cross-cutting
1.1 - OVERSIGHT
1.1.3. Innovation
1 - GOVERNANCE

1.1.4. Strategies for selecting: site, materials, multi-criteria decision analysis, etc.
1.2.1. The response to a local request
1.2.2. Information, consultation and coordination
1.2 - STAKEHOLDER INVOLVEMENT
1.2.3. Specific organisational aspects of the construction phase
1.2.4. Staff and user awareness
1.3.1. Implementing monitoring
1.3 - TRANSPARENCY 1.3.2. Implementing certification
1.3.3. Dedicated communications
2.1.1. Hygiene and air quality
2.1.2. Other health risks (electromagnetic, laser light, etc.)
2.1 - HEALTH / SAFETY
2.1.3. Safety: access and exits, operation, etc. by neighbours, users and others
2.1.4. Ensuring security during maintenance
2.2.1. Professional insertion and return to work
2.2.2. Job creation
2.2.3. Fighting exclusion; personal mobility
2 - SOCIAL / SOCIETY

2.2 - SOCIAL COHESION AND


2.2.4. Facilitating access to services (employment, education, etc.)
EMPLOYMENT
2.2.5. Facilitating accesses and exits
2.2.6. Forced displacement of people
2.2.7. Poverty alleviation
2.3.1. Respect for the neighbours' and users’ living environment
2.3.2. Thermal comfort; climatic comfort
2.3.3. Acoustic comfort
2.3 - LIVING ENVIRONMENT
2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the landscape
2.4.1. Enhancing the cultural identity
2.4.2. Landscape quality
2.4 - CULTURAL DIVERSITY
2.4.3. Respect for the built heritage
2.4.4. Respect for the natural heritage
3.1.1. Preservation of natural habitats
3.1.2. Maintaining ecological corridors
3.1 - BIODIVERSITY
3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species
3.2.1. Controlling emissions from the project or programme
3.2.2. Controlling emissions from induced traffic
3 - ENVIRONMENT

3.2 - CLIMATE CHANGE


3.2.3. Reducing the dependence on fossil fuel derived energy
3.2.4. Adapting to climate change
3.3.1. Controlling energy production, consumption and distribution
3.3.2. Renewable energy use
3.3 - RESOURCE MANAGEMENT 3.3.3. Controlling water resources
3.3.4. Controlling raw materials’ consumption
3.3.5. Consideration of materials life-cycle
3.4.1. Limiting air pollution
3.4.2. Waste management
3.4 - CONTROLLING EMISSIONS
3.4.3. Protection of water tables, watercourses and soils
3.4.4. Limiting hydraulic and hydrogeological impacts
4.1.1. Of the project or programme in the short term
4.1.2. Envisaged future of the project or programme; capability to evolve
4.1 - ECONOMIC JUSTIFICATION
4.1.3. Serviceability
4.1.4. Investment efficiency
4.2.1. Direct economic impacts
4 - ECONOMIC

4.2.2. Induced and indirect economic impacts


4.2.3. Regional development
4.2 - ECONOMIC DEVELOPMENT 4.2.4. Job creation
4.2.5. Economic partnerships
4.2.6. Synergies with other developments
4.2.7. Poverty alleviation
4.3.1. Simple evaluation (investment & operation & maintenance)
4.3 - LIFE-CYCLE COSTING 4.3.2. Whole life-cycle costing (including external costs, dismantling and costs avoided)
4.3.3. Risk limitation costs

The Project Sustainability Logbook


28
new tables-24-07-2013.xls/1-Planning/
Exemple Modèle
projet : qui?, rédaction : qui?, mise en forme : P. Perret Page 1
O Priority 1 Objective I Priority 1 Issue
Version 2013-R0 (what is the target?) (what needs to be considered?)
D E F JP KP LP
PRIORITY OPERATIONAL RESPONSE
PARAMETERS AND INDICATORS OUTCOMES
1 2 3 PLANNING PHASE

The Project Sustainability Logbook


age 1 / 1 Edition du 29/07/2013
29
Annex
- 2 - PSL MONITORING TABLE FOR THE DESIGN PHASE
A B C
ISSUE OR OBJECTIVE
DIMENSION THEME
In columns D-E-F: I = Issue, O = Objective, X = No difference
1.1.1. Risk Management
1.1.2. Cross-cutting
1.1 - OVERSIGHT
1.1.3. Innovation
1 - GOVERNANCE

1.1.4. Strategies for selecting: site, materials, multi-criteria decision analysis, etc.
1.2.1. The response to a local request
1.2.2. Information, consultation and coordination
1.2 - STAKEHOLDER INVOLVEMENT
1.2.3. Specific organisational aspects of the construction phase
1.2.4. Staff and user awareness
1.3.1. Implementing monitoring
1.3 - TRANSPARENCY 1.3.2. Implementing certification
1.3.3. Dedicated communications
2.1.1. Hygiene and air quality
2.1 - HEALTH / SAFETY 2.1.2. Other health risks (electromagnetic, laser light, etc.)
2.1.3. Safety: access and exits, operation, etc. by neighbours, users and others
2.1.4. Ensuring safety and security during maintenance
2.2.1. Professional insertion and return to work
2.2.2. Job creation
2.2.3. Fighting exclusion; personal mobility
2 - SOCIAL / SOCIETY

2.2 - SOCIAL COHESION AND


2.2.4. Facilitating access to services (employment, education, etc.)
EMPLOYMENT
2.2.5. Facilitating accesses and exits
2.2.6. Forced displacement of people
2.2.7. Poverty alleviation
2.3.1. Respect for the neighbours' and users’ living environment
2.3.2. Thermal comfort; climatic comfort
2.3.3. Acoustic comfort
2.3 - LIVING ENVIRONMENT
2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the landscape
2.4.1. Enhancing the cultural identity
2.4.2. Landscape quality
2.4 - CULTURAL DIVERSITY
2.4.3. Respect for the built heritage
2.4.4. Respect for the natural heritage
3.1.1. Preservation of natural habitats
3.1.2. Maintaining ecological corridors
3.1 - BIODIVERSITY
3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species
3.2.1. Controlling emissions from the project or programme
3.2.2. Controlling emissions from induced traffic
3 - ENVIRONMENT

3.2 - CLIMATE CHANGE


3.2.3. Reducing the dependence on fossil fuel derived energy
3.2.4. Adapting to climate change
3.3.1. Controlling energy production, consumption and distribution
3.3.2. Renewable energy use
3.3 - RESOURCE MANAGEMENT 3.3.3. Controlling water resources
3.3.4. Controlling raw materials’ consumption
3.3.5. Consideration of materials life-cycle
3.4.1. Limiting air pollution
3.4.2. Waste management
3.4 - CONTROLLING EMISSIONS
3.4.3. Protection of water tables, watercourses and soils
3.4.4. Limiting hydraulic and hydrogeological impacts
4.1.1. Of the project or programme in the short term
4.1.2. Envisaged future of the project or programme; capability to evolve
4.1 - ECONOMIC JUSTIFICATION
4.1.3. Serviceability
4.1.4. Investment efficiency
4.2.1. Direct economic impacts
4 - ECONOMIC

4.2.2. Induced and indirect economic impacts


4.2.3. Regional development
4.2 - ECONOMIC DEVELOPMENT 4.2.4. Job creation
4.2.5. Economic partnerships
4.2.6. Synergies with other developments
4.2.7. Poverty alleviation
4.3.1. Simple evaluation (investment & operation & maintenance)
4.3 - LIFE-CYCLE COSTING 4.3.2. Whole life-cycle costing (including external costs, dismantling and costs avoided)
4.3.3. Risk limitation costs

The Project Sustainability Logbook


30
O Priority 1 Objective
PriorityO1 Objective I Priority 1 Issue
I Priority 1 Issue
Version
Version 2013-R0
2013-R0 (what is the target?)
(what is the target?) (what needs to be conside
(what needs to be considered?)
DD E E F F JP JP JD JD KD KD LD LD
PRIORITY
PRIORITY OPERATIONAL
OPERATIONAL RESPONSE
RESPONSE
PARAMETERS
PARAMETERS AND INDICATORS
AND INDICATORS OUTCOMES OUTCOMES
11 2 2 3 3 PLANNING
PLANNING PHASE
PHASE (Reminder)
(Reminder) DESIGN PHASE
DESIGN PHASE

The Project Sustainability Logbook


31
Annex
- 3 - PSL MONITORING TABLE FOR THE CONSTRUCTION PHASE
A B C
ISSUE OR OBJECTIVE
DIMENSION THEME
In columns D-E-F: I = Issue, O = Objective, X = No difference
1.1.1. Risk Management
1.1.2. Cross-cutting
1.1 - OVERSIGHT
1.1.3. Innovation
1 - GOVERNANCE

1.1.4. Strategies for selecting: site, materials, multi-criteria decision analysis, etc.
1.2.1. The response to a local request
1.2.2. Information, consultation and coordination
1.2 - STAKEHOLDER INVOLVEMENT
1.2.3. Specific organisational aspects of the construction phase
1.2.4. Staff and user awareness
1.3.1. Implementing monitoring
1.3 - TRANSPARENCY 1.3.2. Implementing certification
1.3.3. Dedicated communications
2.1.1. Hygiene and air quality
2.1 - HEALTH / SAFETY 2.1.2. Other health risks (electromagnetic, laser light, etc.)
2.1.3. Safety: access and exits, operation, etc. by neighbours, users and others
2.1.4. Ensuring safety and security during maintenance
2.2.1. Professional insertion and return to work
2.2.2. Job creation
2.2.3. Fighting exclusion; personal mobility
2 - SOCIAL / SOCIETY

2.2 - SOCIAL COHESION AND


2.2.4. Facilitating access to services (employment, education, etc.)
EMPLOYMENT
2.2.5. Facilitating accesses and exits
2.2.6. Forced displacement of people
2.2.7. Poverty alleviation
2.3.1. Respect for the neighbours' and users’ living environment
2.3.2. Thermal comfort; climatic comfort
2.3 - LIVING ENVIRONMENT 2.3.3. Acoustic comfort
2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the landscape
2.4.1. Enhancing the cultural identity
2.4 - CULTURAL DIVERSITY 2.4.2. Landscape quality
2.4.3. Respect for the built heritage
2.4.4. Respect for the natural heritage
3.1.1. Preservation of natural habitats
3.1 - BIODIVERSITY 3.1.2. Maintaining ecological corridors
3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species
3.2.1. Controlling emissions from the project or programme
3 - ENVIRONMENT

3.2 - CLIMATE CHANGE 3.2.2. Controlling emissions from induced traffic


3.2.3. Reducing the dependence on fossil fuel derived energy
3.2.4. Adapting to climate change
3.3.1. Controlling energy production, consumption and distribution
3.3.2. Renewable energy use
3.3 - RESOURCE MANAGEMENT 3.3.3. Controlling water resources
3.3.4. Controlling raw materials’ consumption
3.3.5. Consideration of materials life-cycle
3.4.1. Limiting air pollution
3.4 - CONTROLLING EMISSIONS 3.4.2. Waste management
3.4.3. Protection of water tables, watercourses and soils
3.4.4. Limiting hydraulic and hydrogeological impacts
4.1.1. Of the project or programme in the short term
4.1 - ECONOMIC JUSTIFICATION 4.1.2. Envisaged future of the project or programme; capability to evolve
4.1.3. Serviceability
4.1.4. Investment efficiency
4.2.1. Direct economic impacts
4 - ECONOMIC

4.2.2. Induced and indirect economic impacts


4.2.3. Regional development
4.2 - ECONOMIC DEVELOPMENT 4.2.4. Job creation
4.2.5. Economic partnerships
4.2.6. Synergies with other developments
4.2.7. Poverty alleviation
4.3.1. Simple evaluation (investment & operation & maintenance)
4.3 - LIFE-CYCLE COSTING 4.3.2. Whole life-cycle costing (including external costs, dismantling and costs avoided)
4.3.3. Risk limitation costs

The Project Sustainability Logbook


32
O Priority 1 Objective I Priority 1 Issue
Version 2013-R0 (what is the target?) (what needs to be considered?)
D E F JP JD JC KC LC
PRIORITY OPERATIONAL RESPONSE
PARAMETERS AND INDICATORS OUTCOMES
1 2 3 PLANNING PHASE (Reminder) DESIGN PHASE (Reminder) CONSTRUCTION PHASE

The Project Sustainability Logbook


33
Annex
- 4 - PSL MONITORING TABLE -FOR THE OPERATION
4 - PSL MONITORING PHASE
TABLE FOR THE OPERATION PHASE
A B A B C C
ISSUE OR OBJECTIVE ISSUE OR OBJECTIVE
DIMENSION THEME DIMENSION THEME
In columns D-E-F: I = Issue, O =InObjective, columns D-E-F: IX= Issue, = noO =difference
Objective, X = no difference
1.1.1. Risk Management 1.1.1. Risk Management
1.1.2. Cross-cutting 1.1.2. Cross-cutting
1.1 - OVERSIGHT 1.1 - OVERSIGHT
1.1.3. Innovation 1.1.3. Innovation

1 - GOVERNANCE
1 - GOVERNANCE

1.1.4. Strategies for selecting: site, materials,


1.1.4. Strategiesmulti-criteria decision
for selecting: site, materials, analysis,
multi-criteria etc. etc.
decision analysis,
1.2.1. The response to a local request1.2.1. The response to a local request
1.2 - STAKEHOLDER INVOLVEMENT 1.2.2. Information, consultation and coordination
1.2.2. Information, consultation and coordination
1.2 - STAKEHOLDER INVOLVEMENT
1.2.3. Specific organisational aspects1.2.3. of theSpecificconstruction
organisational aspectsphaseof the construction phase
1.2.4. Staff and user awareness 1.2.4. Staff and user awareness
1.3.1. Implementing monitoring 1.3.1. Implementing monitoring
1.3 - TRANSPARENCY 1.3 - TRANSPARENCY
1.3.2. Implementing certification 1.3.2. Implementing certification
1.3.3. Dedicated communications 1.3.3. Dedicated communications
2.1.1. Hygiene and air quality 2.1.1. Hygiene and air quality
2.1 - HEALTH / SAFETY 2.1.2. Other health risks (electromagnetic, 2.1.2. Otherlaser light,
health risks etc.) laser light, etc.)
(electromagnetic,
2.1 - HEALTH / SAFETY
2.1.3. Safety: access and exits, operation, etc.
2.1.3. Safety: accessbyandneighbours,
exits, operation, etc.users andusers
by neighbours, others
and others
2.1.4. Ensuring security during maintenance 2.1.4. Ensuring security during maintenance
2.2.1. Professional insertion and return 2.2.1.toProfessional
work insertion and return to work
2.2.2. Job creation 2.2.2. Job creation
2.2.3. Fighting exclusion;
COHESIONpersonal mobility
2.2.3. Fighting exclusion; personal mobility
2 - SOCIAL / SOCIETY
2 - SOCIAL / SOCIETY

2.2 - SOCIAL COHESION AND 2.2 - SOCIAL AND


2.2.4. Facilitating access to services (employment,
2.2.4. Facilitating access toeducation, etc.)education, etc.)
services (employment,
EMPLOYMENT EMPLOYMENT
2.2.5. Facilitating accesses and exits 2.2.5. Facilitating accesses and exits
2.2.6. Forced displacement of people2.2.6. Forced displacement of people
2.2.7. Poverty alleviation 2.2.7. Poverty alleviation
2.3.1. Respect for the neighbours' and users’
2.3.1. Respect forliving environment
the neighbours' and users’ living environment
2.3.2. Thermal comfort; climatic comfort 2.3.2. Thermal comfort; climatic comfort
2.3 - LIVING ENVIRONMENT 2.3.3. Acoustic comfort 2.3.3. Acoustic comfort
2.3 - LIVING ENVIRONMENT
2.3.4. Visual comfort 2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor 2.3.5.environments
Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the
2.3.6. Integration into landscape
the site; integration into the landscape
2.4.1. Enhancing the cultural identity 2.4.1. Enhancing the cultural identity
2.4.2. Landscape quality 2.4.2. Landscape quality
2.4 - CULTURAL DIVERSITY 2.4 - CULTURAL DIVERSITY
2.4.3. Respect for the built heritage 2.4.3. Respect for the built heritage
2.4.4. Respect for the natural heritage2.4.4. Respect for the natural heritage
3.1.1. Preservation of natural habitats3.1.1. Preservation of natural habitats
3.1 - BIODIVERSITY 3.1.2. Maintaining ecological corridors3.1.2. Maintaining ecological corridors
3.1 - BIODIVERSITY
3.1.3. Tackling light and sound pollution 3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species 3.1.4. Supporting inherited plant species
3.2.1. Controlling emissions from the 3.2.1. project or emissions
Controlling programme from the project or programme
3 - ENVIRONMENT
3 - ENVIRONMENT

3.2 - CLIMATE CHANGE 3.2.2. Controlling emissions from induced trafficemissions from induced traffic
3.2.2. Controlling
3.2 - CLIMATE CHANGE
3.2.3. Reducing the dependence on fossil fuel the
3.2.3. Reducing derived
dependence energy
on fossil fuel derived energy
3.2.4. Adapting to climate change 3.2.4. Adapting to climate change
3.3.1. Controlling energy production, consumption
3.3.1. Controlling energyand distribution
production, consumption and distribution
3.3.2. Renewable energy use 3.3.2. Renewable energy use
3.3 - RESOURCE MANAGEMENT 3.3 - RESOURCE
3.3.3. Controlling MANAGEMENT
water resources 3.3.3. Controlling water resources
3.3.4. Controlling raw materials’ consumption3.3.4. Controlling raw materials’ consumption
3.3.5. Consideration of materials life-cycle 3.3.5. Consideration of materials life-cycle
3.4.1. Limiting air pollution 3.4.1. Limiting air pollution
3.4.2. Waste management 3.4.2. Waste management
3.4 - CONTROLLING EMISSIONS 3.4 - CONTROLLING EMISSIONS
3.4.3. Protection of water tables, watercourses
3.4.3. Protection ofand water soils
tables, watercourses and soils
3.4.4. Limiting hydraulic and hydrogeological3.4.4. Limitingimpacts
hydraulic and hydrogeological impacts
4.1.1. Of the project or programme in4.1.1. theOfshort
the projecttermor programme in the short term
4.1 - ECONOMIC JUSTIFICATION 4.1.2. Envisaged future of the project 4.1.2. or programme;
Envisaged future of thecapability to evolve
project or programme; capability to evolve
4.1 - ECONOMIC JUSTIFICATION
4.1.3. Serviceability 4.1.3. Serviceability
4.1.4. Investment efficiency 4.1.4. Investment efficiency
4.2.1. Direct economic impacts 4.2.1. Direct economic impacts
4 - ECONOMIC
4 - ECONOMIC

4.2.2. Induced and indirect economic 4.2.2. impactsInduced and indirect economic impacts
4.2.3. Regional development 4.2.3. Regional development
4.2 - ECONOMIC DEVELOPMENT 4.2.4. Job4.2creation
- ECONOMIC DEVELOPMENT 4.2.4. Job creation
4.2.5. Economic partnerships 4.2.5. Economic partnerships
4.2.6. Synergies with other developments 4.2.6. Synergies with other developments
4.2.7. Poverty alleviation 4.2.7. Poverty alleviation
4.3.1. Simple evaluation (investment & operation
4.3.1. Simple evaluation & (investment
maintenance) & operation & maintenance)
4.3 - LIFE-CYCLE COSTING 4.3 - LIFE-CYCLE
4.3.2. Whole life-cycleCOSTING
costing (including external
4.3.2. Whole life-cyclecosts, dismantling
costing (including external costs,and costs
dismantling and avoided)
costs avoided)
4.3.3. Risk limitation costs 4.3.3. Risk limitation costs

The Project Sustainability Logbook


34
Priority 1 Objective Priority 1 Issue
Version 2013-R0 Version 2013-R0O (what is the target?)
I
(what needs to be considered?)
D
D E EF F JP JP JD JC JD JO JC KO LO JO
PRIORITY
PRIORITY OPERATIONAL RESPONSE OPERATIONAL RESPONSE
PARAMETERS AND INDICATORS
CONSTRUCTION PHASE OUTCOMES
11 2 2 3 PLANNING
3 PLANNING
PHASE (Reminder)PHASE (Reminder)
DESIGN DESIGN PHASE
PHASE (Reminder) CONSTRUCTION (Reminder)
PHASE (Reminder)
OPERATION PHASE OPERATION PHAS
(Reminder)

The Project Sustainability Logbook


35
Annex
- 5 - PSL MONITORING TABLE FOR -THE
5 - PSL MONITORING
END-OF-LIFETABLE FORPHASE
THE END-OF-LIFE PHASE
A B A B C C
ISSUE OR OBJECTIVE ISSUE OR OBJECTIVE
DIMENSION THEME DIMENSION THEME
In columns D-E-F: I = Issue, O = Objective, In columns D-E-F: X =I =No Issue, Odifference
= Objective, X = No difference
1.1.1. Risk Management 1.1.1. Risk Management
1.1 - OVERSIGHT 1.1.2. Cross-cutting
1.1 - OVERSIGHT 1.1.2. Cross-cutting
1.1.3. Innovation 1.1.3. Innovation
1 - GOVERNANCE

1 - GOVERNANCE
1.1.4. Strategies for selecting: site, materials, multi-criteria
1.1.4. Strategies for selecting : decision analysis,
site, materials, multi-criteria etc.
decision analysis, etc.
1.2.1. The response to a local request 1.2.1. The response to a local request
1.2 - STAKEHOLDER INVOLVEMENT 1.2.2. Information, consultation
1.2 - STAKEHOLDER and coordination
INVOLVEMENT 1.2.2. Information, consultation and coordination
1.2.3. Specific organisational aspects of the 1.2.3.construction
Specific organisationalphaseaspects of the construction phase
1.2.4. Staff and user awareness 1.2.4. Staff and user awareness
1.3.1. Implementing monitoring 1.3.1. Implementing monitoring
1.3 - TRANSPARENCY 1.3 - TRANSPARENCY
1.3.2. Implementing certification 1.3.2. Implementing certification
1.3.3. Dedicated communications 1.3.3. Dedicated communications
2.1.1. Hygiene and air quality 2.1.1. Hygiene and air quality
2.1.2. Other health risks (electromagnetic, 2.1.2. laser Otherlight, etc.)
health risks (electromagnetic, laser light, etc.)
2.1 - HEALTH / SAFETY 2.1.3. Safety: 2.1 - HEALTH and
access / SAFETY
exits, operation, 2.1.3.
etc.Safety:
by neighbours,
access and exits, operation,users etc. byand others
neighbours, users and others
2.1.4. Ensuring safety and security during2.1.4. maintenance
Ensuring safety and s ecurity during maintenance
2.2.1. Professional insertion and return to work 2.2.1. Professional insertion and return to work
2.2.2. Job creation 2.2.2. Job creation
2 - SOCIAL / SOCIETY

2 - SOCIAL / SOCIETY

2.2.3. Fighting exclusion; personal mobility2.2.3. Fighting exclusion; personal mobility


2.2 - SOCIAL COHESION AND 2.2 - SOCIAL COHESION AND
2.2.4. Facilitating access to services (employment, 2.2.4. Facilitatingeducation,
access to servicesetc.)(employment, education, etc.)
EMPLOYMENT EMPLOYMENT
2.2.5. Facilitating accesses and exits 2.2.5. Facilitating accesses and exits
2.2.6. Forced displacement of people 2.2.6. Forced displacement of people
2.2.7. Poverty alleviation 2.2.7. Poverty alleviation
2.3.1. Respect for the neighbours' and users’2.3.1. livingRespectenvironment
for the neighbours' and users’ living environment
2.3.2. Thermal comfort; climatic comfort 2.3.2. Thermal comfort; climatic comfort
2.3 - LIVING ENVIRONMENT 2.3.3. Acoustic 2.3 -comfort
LIVING ENVIRONMENT 2.3.3. Acoustic comfort
2.3.4. Visual comfort 2.3.4. Visual comfort
2.3.5. Quality of the indoor and outdoor environments 2.3.5. Quality of the indoor and outdoor environments
2.3.6. Integration into the site; integration into the landscape
2.3.6. Integration into the site; integration into the landscape
2.4.1. Enhancing the cultural identity 2.4.1. Enhancing the cultural identity
2.4 - CULTURAL DIVERSITY 2.4.2. Landscape qualityDIVERSITY
2.4 - CULTURAL 2.4.2. Landscape quality
2.4.3. Respect for the built heritage 2.4.3. Respect for the built heritage
2.4.4. Respect for the natural heritage 2.4.4. Respect for the natural heritage
3.1.1. Preservation of natural habitats 3.1.1. Preservation of natural habitats
3.1 - BIODIVERSITY 3.1.2. Maintaining ecological corridors
3.1 - BIODIVERSITY 3.1.2. Maintaining ecological corridors
3.1.3. Tackling light and sound pollution 3.1.3. Tackling light and sound pollution
3.1.4. Supporting inherited plant species 3.1.4. Supporting inherited plant species
3.2.1. Controlling emissions from the project 3.2.1.or
Controlling
programme emissions from the project or programme
3 - ENVIRONMENT

3 - ENVIRONMENT

3.2 - CLIMATE CHANGE 3.2.2. Controlling


3.2 - CLIMATE CHANGE from induced 3.2.2.
emissions trafficControlling emissions from induced traffic
3.2.3. Reducing the dependence on fossil 3.2.3. fuelReducing
derived the dependence
energyon fossil fuel derived energy
3.2.4. Adapting to climate change 3.2.4. Adapting to climate change
3.3.1. Controlling energy production, consumption 3.3.1. Controllingandenergydistribution
production, consumption and distribution
3.3.2. Renewable energy use 3.3.2. Renewable energy use
3.3 - RESOURCE MANAGEMENT 3.3 - RESOURCE
3.3.3. Controlling MANAGEMENT
water resources 3.3.3. Controlling water resources
3.3.4. Controlling raw materials’ consumption 3.3.4. Controlling raw materials’ consumption
3.3.5. Consideration of materials life-cycle3.3.5. Consideration of materials life-cycle
3.4.1. Limiting air pollution 3.4.1. Limiting air pollution
3.4.2. Waste management 3.4.2. Waste management
3.4 - CONTROLLING EMISSIONS 3.4 - CONTROLLING EMISSIONS
3.4.3. Protection of water tables, watercourses 3.4.3. Protection
and soils of water tables, watercourses and soils
3.4.4. Limiting hydraulic and hydrogeological 3.4.4.impacts
Limiting hydraulic and hydrogeological impacts
4.1.1. Of the project or programme in the short 4.1.1. Of term
the project or programme in the short term
4.1 - ECONOMIC JUSTIFICATION 4.1.2. Envisaged future of the project
4.1 - ECONOMIC JUSTIFICATION or 4.1.2. Envisaged
programme; future of the project to
capability or programme;
evolvecapability to evolve
4.1.3. Serviceability 4.1.3. Serviceability
4.1.4. Investment efficiency 4.1.4. Investment efficiency
4.2.1. Direct economic impacts 4.2.1. Direct economic impacts
4 - ECONOMIC

4 - ECONOMIC

4.2.2. Induced and indirect economic impacts 4.2.2. Induced and indirect economic impacts
4.2.3. Regional development 4.2.3. Regional development
4.2 - ECONOMIC DEVELOPMENT 4.2 - ECONOMIC DEVELOPMENT
4.2.4. Job creation 4.2.4. Job creation
4.2.5. Economic partnerships 4.2.5. Economic partnerships
4.2.6. Synergies with other developments 4.2.6. Synergies with other developments
4.2.7. Poverty alleviation 4.2.7. Poverty alleviation
4.3.1. Simple evaluation (investment & operation 4.3.1. Simple&evaluation (investment & operation & maintenance)
maintenance)
4.3 - LIFE-CYCLE COSTING 4.3.2. Whole 4.3 - LIFE-CYCLEcosting
life-cycle COSTING (including external
4.3.2. Whole life-cycle
costs,costing (including externaland
dismantling costs,costs
dismantlingavoided)
and costs avoided)
4.3.3. Risk limitation costs 4.3.3. Risk limitation costs

The Project Sustainability Logbook


36
O Priority 1 Objective I Priority 1 Issue
Version 2013-R0 Version 2013-R0
(what is the target?) (what needs to be considered?)
DD E E F F JP JP JD JC JD JO JE JC KE LE JO
PRIORITY
PRIORITY OPERATIONAL RESPONSE OPERATIONAL RESPONSE
CONSTRUCTION PARAMETERS
PHASEAND INDICATORS OUTCOMES
1 1 2 3 2 PLANNING
3 PHASE (Reminder)
PLANNING DESIGN PHASE
PHASE (Reminder) PHASE (Reminder)
(Reminder) CONSTRUCTIONDESIGN PHASE (Reminder)
OPERATION PHASE (Reminder) END-OF-LIFE PHASE OPERATION PHASE (Reminder)
(Reminder)

The Project Sustainability Logbook


37
FIDIC SUSTAINABILITY PACK

International Federation of Consulting Engineers (FIDIC) FI-SP-B-AA-10-9/13 - 1500


World Trade Center II, Geneva Airport
P.O. Box 311
CH-1215 Geneva 15 - Switzerland
Tel. +41 22 799 4900 - Fax +41 22 799 4901
Email: [email protected]
www.fidic.org

This document is printed with vegetable inks on a 100% recycled and FSC certified paper. © Fidic 2013

You might also like