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Wayne McPhee. Integrating Sustainability Into Major Projects
Table of Contents
List of Tables
List of Illustrations
Guide
Pages
INTEGRATING SUSTAINABILITY INTO MAJOR PROJECTS. Best Practices and Tools for Project Teams
About the Authors
Acknowledgments
CHAPTER 1 Introduction
1.1 Terminology
DEFINITION: SUSTAINABILITY
1.2 Creating Value by Integrating Sustainability
Attracting Investors
Attracting Buyers
Developing Future Projects
Avoiding Rework
Improving Productivity
1.3 Creating a Sustainability Focus
Sustainability versus Compliance
Sustainable Project Management
Complexity Is the New Reality
Co-Creating Value
TIP: “DART” MODEL FOR CO-CREATING VALUE
Understanding Community Support
TIP: MANAGING YOUR SOCIAL CAPITAL BANK ACCOUNT
1.4 Sustainability Is a Team Sport
1.5 Who Is This Book For?
1.6 How to Use This Book
Endnotes
CHAPTER 2 Overview of Major Projects
2.1 What Is a Major Project?
2.2 Types of Major Projects
Infrastructure
Linear infrastructure
Energy Facilities
Industrial Facilities
Resource Extraction
2.3 Types of Project Structures
Self-Perform
Engineering, Procurement, and Construction Management (EPCM)
Engineering, Procurement, and Construction (EPC)
Design-Build-Finance-Own-Operate (DBFOO)
Public-Private Partnership (P3)
People-Public-Private Partnership (P4)
Summary of Project Structures
2.4 Key Players
2.5 Managing Time and Space
Understanding Time
Understanding Space
Managing Time and Space
2.6 Project Lifecycle
2.7 Summary
CHAPTER 3 Standards and Guidelines
3.1 Getting Started
3.2 International Standards and Guidelines
United Nations Sustainable Development Goals (SDGs)
UN Global Compact
International Finance Corporation (IFC) Performance Standards
The World Bank Group Environmental, Health, and Safety Guidelines
Global Reporting Initiative (GRI)
Carbon Disclosure Project (CDP)
The International Organization for Standardization (ISO)
3.3 Industry Guidelines
Extractives Sector
International Council on Mining and Metals (ICMM)
Voluntary Principles on Security and Human Rights
Initiative for Responsible Mining Association
International Petroleum Industry Environmental Conservation Association
Hydropower. International Hydropower Association
Infrastructure
International Institute for Sustainable Development
Institute for Sustainable Infrastructure (ISI)
3.4 Discipline Guidelines
Engineering
Architecture
Construction
Procurement and Supply Chain Management
3.5 Responsible Project Financing
Principles for Responsible Investment
Equator Principles
FIRST for Sustainability
Global Sustainable Investment Alliance
3.6 Sustainable and Responsible Investing
3.7 Managing Standards and Guidelines
3.8 Summary
Endnotes
CHAPTER 4 Understanding What Is Important
4.1 Mapping Sustainability Topics
4.2 Mapping External Factors
PESTLe Factor Descriptions
Political
Economic
Sociological
Technological
Legal
Environmental
Using the PESTLe Model
CASE STUDY: USING PESTLE TO MAP CLIMATE RISK
4.3 Value Chain Analysis
Understanding Value
Using the Model
Project Activities. Acquire
Create
Deliver
Use
Recover
Support Activities. People
Relationships
Ideas
Infrastructure
Systems
Model Output
4.4 Focus on Materiality
Who Are Stakeholders?
Materiality Assessment
4.5 Summary
Endnotes
CHAPTER 5 Project Management
5.1 Sustainability Steering Committee
5.2 Project Charter
5.3 Sustainability Policy
5.4 Project Goals
5.5 Structuring the Project Organization
5.6 Project Execution Plan
TIP: ADDING SUSTAINABILITY TO THE PROJECT EXECUTION PLAN
X.2 Sustainability Integration for [Department Name here]
5.7 Project Schedule
5.8 Project Communications Plan
Standard Messaging
Roles and Responsibilities
Training
TIP: CREATING SUSTAINABILITY SHARES
Tracking and Auditing
Complaints and Escalation
Emergency Response
5.9 Change Management
5.10 Project Team Roles and Responsibilities
5.11 Summary
CHAPTER 6 Stakeholder Engagement
6.1 Reasons to Engage
Build Good Relationships
Transitions
Unplanned Changes
Supporting Scoping Studies
TIP: BE CAREFUL OF ENGAGEMENT FATIGUE
6.2 Identifying Stakeholders
TIP: COMMUNITIES ARE NOT “HOMOGENOUS”
TIP: MANAGING CONSULTANTS
Local Community Groups
Indigenous Engagement
6.3 Understanding Project Stakeholders
Stakeholder Summaries
Stakeholder Mapping
TIP: A LIMITATION OF STAKEHOLDER MAPPING
Tracking
6.4 Engaging
Town Hall Meetings
Perception Surveys
Focus Groups
Formal Working Groups
Design Workshops
Individual Interviews
Site Tours
6.5 Documenting Engagement
6.6 Communicating
Project Website
Social Media
Newsletters and Brochures
Traditional Media
Access Number and Email Address
Site Signage
6.7 The Stakeholder Engagement Plan (SEP)
Scheduling
Monitoring
6.8 Community Agreements
6.9 Additional Tools
Managing Community Complaints
Tracking Project Commitments
6.10 Summary
Endnote
CHAPTER 7 Managing Risk and Opportunity
7.1 Risk Workshops
Getting the Right People at the Table
Be Prepared
Setting the Stage
Likelihood
Impacts
Assessing Nonfinancial Risks
7.2 Project Risk Register
Identifying Risk Events
Brainstorming Risks
Pre-Mortem
Assessing Risk Levels
Risk Mapping
Risk Ranking
7.3 Risk Management Plans
Environmental Risk Management
Social Risk Management
Risk Management Action Plans
Evaluating Residual Risk
7.4 Opportunity Management
Opportunity Impacts
Opportunity Capture Plans
Opportunity Register
Opportunity Mapping
7.5 Summary
CHAPTER 8 Sustainability Management Tools
8.1 Sustainability Integration Framework
TIP: BUILDING FROM SUSTAINABILITY OBJECTIVES
8.2 Management Systems
Typical Management System Structure
8.3 Managing Commitments
TIP: SO WHAT IS A COMMITMENT?
TIP: EVERY TEAM MEMBER IS A “PROJECT AMBASSADOR”
Commitment Strategy
Managing Commitments through Project Delivery
CASE STUDY: MANAGING PROJECT COMMITMENTS
8.4 Developing a Commitments Action Log
Steps to Build a Commitment Action Log. Step 1: Assemble Documentation
Step 2: Identify Commitments
Step 3: Assemble a Master Action Log
TIP: SAMPLE COMMITMENT CATEGORIES
Step 4: Manage Commitments
TIP: A WORD ABOUT USING SOFTWARE
8.5 Managing Complaints
TIP: WHAT IS A “COMPLAINT”?
Managing Complaints through Project Delivery
Complaint Mechanism
Worker Grievance
Resettlement and Land Acquisition
Indigenous Peoples
8.6 Developing a Complaint Mechanism
Make It Appropriate
Make It Accessible
Predictability
Scale
Boundaries
Engage Specialists When Needed
Types of Complaints
Addressing Complaints
8.7 Monitoring Sustainability Performance
8.8 Summary
Endnotes
CHAPTER 9 Approvals and Permits
9.1 Approvals
Baseline Studies
TIP: INDIGENOUS KNOWLEDGE AND TRADITIONAL ECOLOGICAL KNOWLEDGE (TEK)
Impact Assessments
Project Commitments
9.2 Permits
Permitting Plan
Beyond Regulatory Compliance
9.3 Summary
CHAPTER 10 Design
10.1 Design Basis
10.2 Selecting a Location
Stranded Assets
Integrated Infrastructure
Resettlement/Land Acquisition
Greenfield versus Brownfield Locations
10.3 Community Design Workshops
Who Should Be Involved?
Workshop Process
CASE STUDY: COMMUNITY WORKSHOP SOLVES INFRASTRUCTURE PROBLEM
10.4 Innovation
Opportunity Register
Innovation Targets
Innovation Competitions
Change Management
10.5 Decision Making
Trade-off Studies
Multi-Criteria Decision Analysis (MCDA)
Decision Factors
Sustainable Decision Process
Lifecycle Assessment
Environmental Economics
Economic Analysis
Reality Check
10.6 Designing for Climate Change
Safety in Design
Weather During Construction
Weather During Operations
Sea Level Rise
Water Shortages and Droughts
Biomimicry
Nature-Based Solutions
Logistics Footprint
Carbon Pricing Scenario Analysis
Future Proofing the Design
Renewable Energy
Climate Impacts versus Project Impacts
10.7 Summary
Endnotes
CHAPTER 11 Procurement
11.1 Procurement Plan
Establishing Values
Setting Objectives
Supporting Innovation
11.2 Economic Development Plan
Supporting Local Employees
Local Capacity Building
11.3 Equipment and Materials
Responsible Supply Chain
Bulk Materials
Modular Design
Bid Specifications
Operations and Maintenance
Site Visits
11.4 Supplies and Services
Developing Local Suppliers
STORY: SUPPORTING LOCAL CONTRACTORS
11.5 Logistics
Road Safety
STORY: WORKING WITH A LOGISTICS CONTRACTOR TO IMPROVE SAFETY
Environmental Impact
Supply Chain Risk
Connection to Markets
11.6 Contractors
Alignment and Planning
Contractor Screening and Requisition
GUIDANCE: CONTRACT LANGUAGE TO TERMINATE A CONTRACTOR FOR POOR SUSTAINABILITY PERFORMANCE
Selecting Contractors
Contractor Development
Monitoring Performance
Contract Close Out
11.7 Summary
Endnotes
CHAPTER 12 Construction Management
12.1 Transition to Construction
Transition Tools
Transitioning Stakeholder Engagement
Managing Local Impacts
12.2 Stakeholder Communications During Construction
Key Messaging
Communication Tools and Mechanisms
Communication Planning
Project Notification Procedure
Complaints Mechanism
Communications Training
Social Monitoring
12.3 Public Safety
Crisis Communications
Emergency Response
Emergency Response Training
12.4 Environmental Management
Environmental Management System
Data Management
STORY: SHARING AIR QUALITY DATA
Corrective and Preventative Action
Inspections and Monitoring
Audit Program
Change Management
Roles and Responsibilities
12.5 Working with Contractors
Kick-off Planning
Code of Conduct
Onboarding Training
12.6 Permit to Work System
12.7 Construction Sustainability Metrics
Environmental Incident Frequency Rate
Social Incident Frequency Rate
12.8 Creating a Sustainability Culture
Education
STORY: FINDING SHARED EXPERIENCE LEADS TO BETTER ENVIRONMENTAL PERFORMANCE
Evaluation
Encouragement
TIP: DAILY SUSTAINABILITY “TOOLBOX” MEETINGS
12.9 Summary
Endnote
CHAPTER 13 Commissioning
13.1 Commissioning Team
13.2 Management Systems
13.3 Stakeholder Engagement
Managing Expectations
Economic Development
Local Businesses
Local Workers
13.4 Communications
13.5 Completion and Demobilization
13.6 Summary
CHAPTER 14 Closure
14.1 Closure Planning
14.2 Transition to Closure
Stakeholder Engagement
Engineering and Infrastructure
14.3 Design for Closure
14.4 Progressive Reclamation
Reduced Costs
Community Support
Regulatory Approvals
Environmental Protection
Resilient Operations
STORY: INCORPORATING PROGRESSIVE RECLAMATION INTO THE DESIGN OF A TAILINGS IMPOUNDMENT
14.5 Summary
CHAPTER 15 Wrap-Up
It's a New World for Delivering Major Projects
So, What Can Project Teams Do?
Managing Complexity
What Does It Cost?
Getting Started
Sharing Your Stories
Final Word
APPENDIX A PESTLe Table of External Factors
APPENDIX B Stakeholder Summary Template
APPENDIX C Stakeholder Engagement Plan Sample Table of Contents
TIP: USEFUL APPENDICES OF AN SEP
APPENDIX D Stakeholder Communications Planning for Construction
Index
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