This presentation was
held during the 5th GIB
Summit, May 27-28 2015.
The presentation and
more information on the
Global Infrastructure Basel
Foundation are available
on
www.gib-foundation.org
The next GIB Summit will take place in Basel,
May 24-25, 2016.
	
  
The information and views set out in this presenation are those of the author(s) and do not necessarily reflect the opinion of the Global
Infrastructure Basel Foundation. Neither the Global Infrastructure Basel Foundation nor any person acting on its behalf may be held responsible
for the use of the information contained therein. 	
  
Solid Standards for Financiers and Designers
2
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Solid Standards and Ratings
for
Project Financers and Designers
Dr. Andreas Georgoulias
Harvard University
Solid Standards for Financiers and Designers
3
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
v  How do you monitor, report and verify sustainability?
v  How do you evaluate a project's capacity to adjust to a changing
context?
v  How do you implement a continuous approach?
v  One answer, our answer, is…
Solid Standards and Ratings for Project Financers and Designers
Solid Standards for Financiers and Designers
4
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Zofnass	
   program	
   for	
  
Sustainable	
  Infrastructure	
  
	
  
	
  
	
  
Our	
  mission:	
  	
  	
  
Develop	
  and	
  promote	
  methods,	
  
processes,	
  and	
  tools	
  for	
  
sustainable	
  infrastructure.	
  	
  
	
  
Our	
  goal:	
  	
  
Expand	
  the	
  body	
  of	
  knowledge	
  
for	
  sustainable	
  infrastructure,	
  
promote	
  best	
  prac>ces	
  and	
  
facilitate	
  the	
  adop>on	
  of	
  
solu>ons	
  for	
  infrastructure	
  
projects	
  and	
  systems,	
  	
  
	
  
C
The	
   Zofnass	
   program	
   is	
   supported	
   by	
   a	
   unique	
   alliance	
   with	
   the	
  
Industry.	
   The	
   Sustainable	
   Industry	
   Advisory	
   Board	
   is	
   comprised	
   of	
  
senior	
  execuAves	
  from	
  leading	
  global	
  firms.	
  	
  
	
  
	
  
	
  
Envision™ was developed in joint
collaboration between the Zofnass
Program for Sustainable Infrastructure
at the Harvard University Graduate
School of Design and the Institute for
Sustainable Infrastructure.
The Institute for Sustainable
Infrastructure is a not-for-profit
education and research organization
founded by the American Public Works
Association, the American Council of
Engineering Companies and the
American Society of Civil Engineers.
Solid Standards for Financiers and Designers
8
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
ENVISION
TOOLS
ENVISION
 •  An in-depth planning guide and rating system
•  Includes a manual and online scoring system
•  No cost to use for planning or self-assessment
•  ISI offers an optional independent, third-party
verification necessary for awards
•  A no-cost, simple, project self-assessment
•  An educational tool
•  Familiarizes users with sustainability
•  A comprehensive cost-benefit framework
•  Informs investment decisions on infrastructure
•  Completely modeled after Envision
•  Online educational version free to use
ENVISION
CHECKLIST
ZOFNASS
ECONOMIC TOOL
60 CREDITS IN
5 CATEGORIES
RESTORATIVE
CONSERVING
SUPERIOR
ENHANCED
IMPROVED
QUALITY
OF LIFE
13 CREDITS
LEADERSHIP
10 CREDITS
RESOURCE
ALLOCATION
14 CREDITS
NATURAL
WORLD
15 CREDITS
CLIMATE
AND RISK
8 CREDITS
5 LEVELS OF
ACHIEVEMENT
CONVENTIONAL	
  DESIGN	
  
ENVISION
AWARDS
VERIFICATION
 •  Independent third-party review
•  Optional with associated fee
•  Easy to use online process
•  Projects must meet a minimum percentage of
points to be eligible
•  An ENV SP must submit the project application
Types of projects using Envision
-  Airports
-  Seaports
-  Roads
-  Power plants
-  Wind
-  Pipelines
US agencies using Envision:
-  Port of Long Beach
-  NYC Dept. of Environmental Protection
-  CA Dept. of Water Resources
-  Los Angeles County DPW
-  MassDOT, DelDOT, KCMO, Edina (MN)
-  Water and
Sanitation
-  Rail
-  Stormwater LID
-  Hydro
-  Transmission
ENVISION
USAGE
UNITED STATES
INTERNATIONAL
 Projects appliyng Envision exist in:
US, Canada, Mexico, Brazil, Chile, Colombia,
UK, Italy, Greece, Saudi Arabia, Pakistan, China
❑  Two years of running the
awards
❑  93 project applications
❑  26 projects assessed
❑  18 countries represented
❑  $64 billion of infrastructure
assets
❑  3 new credits integrated in the
evaluation methodology
❑  44 energy projects
❑  20 transportation projects
❑  6 water projects
❑  1 (large-scale) iron ore mine
❑  Other typologies
Mission: disseminate a better understanding, theoretical and practical
on how to assess sustainability in infrastructure projects, from design
through operations.
Infrastructure 360 Awards
Infrastructure by Typology:
INFRASTRUCTURE	
  360	
  AWARDS	
  	
  
26	
  PROJECT	
  ASSESSMENTS	
  
Diana	
  Espinosa	
  	
  
President,	
  Colombian	
  Society	
  
of	
  Engineers	
  
Julio	
  Héctor	
  Estrada	
  	
  
Ex.	
  Director,	
  Nat.	
  Agency	
  for	
  
the	
  Development	
  of	
  Economic	
  
Infrastructure	
  of	
  Guatemala	
  
TaAana	
  Bilbao	
  
Founder,	
  
Ta>ana	
  Bilbao	
  S.C,	
  
Mexico	
  	
  
Dr.	
  Helcio	
  Tokeshi	
  
Managing	
  Director,	
  
GP	
  Investments	
  
Julia	
  Prescot	
  
Chief	
  Strategy	
  Officer,	
  
Meridiam	
  
Richard	
  Lapper	
  
Director,	
  LatAm	
  Confiden>al	
  
at	
  the	
  Financial	
  Times	
  
Richard	
  Frank	
  
President	
  and	
  CEO	
  Darby	
  
Overseas	
  Investments	
  
Marcos	
  Siqueira	
  
Exec.	
  Manager,	
  PPP	
  Unit	
  	
  
Minas	
  Gerais,	
  Brazil	
  
Simon	
  Smithson	
  
Partner,	
  La>n	
  America	
  
Rogers	
  S>rk	
  Harbour	
  +	
  Partners	
  
Mark	
  Tercek	
  
President	
  and	
  CEO,	
  
The	
  Nature	
  Conservancy	
  
Jerry	
  Touval	
  
La>n	
  America	
  Program	
  on	
  
Smart	
  Infrastructure,	
  
The	
  Nature	
  Conservancy	
  
Alberto	
  Alemán	
  
CEO,	
  ABCO	
  Global	
  Inc	
  
Panama	
  
Marcela	
  Huertas	
  
President	
  
GIP-­‐	
  Colombia	
  Pacific	
  Region	
  
Marty	
  Janowitz	
  
Vice	
  President,	
  Sustainable	
  
Development	
  Stantec	
  
Rajendra	
  Pachauri	
  
Chair,	
  	
  UN	
  Intergovernmental	
  
Panel	
  on	
  Climate	
  Change	
  
Internationally recognized jurors_	
  2014/2015	
  
INF 360 Awards _ Data Analysis
Project	
  data	
  analyAcs	
  
on	
  sustainability	
  
performance.	
  
	
  
Breakdown	
  by:	
  	
  
❖  Country
❖  Size
❖  Type
-Energy
-Water
-Transportation
INF360 Awards_ Project Analysis 2014
INF360 Awards_ Data Analysis 2015
Solid Standards for Financiers and Designers
20
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Pre-Assessment
Checklist Recognition
Assessment
Phase Toolkits
Companion
Tools
Solid Standards for Financiers and Designers
21
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Solid Standards for Financiers and Designers
22
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
A case study: one need, three alternatives
•  Alternative I: business-as-usual, capex X
•  Alternative II: capex 1.8X, lower opex
•  Alternative III: capex 1.6X, lower opex
Which one to chose??
Solid Standards for Financiers and Designers
23
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 1: apply Envision
Solid Standards for Financiers and Designers
24
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 2: apply the Zofnass Economic Tool
Solid Standards for Financiers and Designers
25
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 3: Quantify impacts
Solid Standards for Financiers and Designers
26
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 3: Quantify impacts
Solid Standards for Financiers and Designers
27
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 3: Quantify impacts
Solid Standards for Financiers and Designers
28
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 3: Quantify impacts
Solid Standards for Financiers and Designers
29
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 4: Examine the Life-Cycle of Impacts
Solid Standards for Financiers and Designers
30
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Step 5: Compare and decide
Solid Standards for Financiers and Designers
31
May 28, 2015
Prof. Andreas Georgoulias, Harvard University
Thank you
Dr. Andreas Georgoulias
Harvard University

GIB2015_Solid Standards and Ratings_Georgoulias

  • 1.
    This presentation was heldduring the 5th GIB Summit, May 27-28 2015. The presentation and more information on the Global Infrastructure Basel Foundation are available on www.gib-foundation.org The next GIB Summit will take place in Basel, May 24-25, 2016.   The information and views set out in this presenation are those of the author(s) and do not necessarily reflect the opinion of the Global Infrastructure Basel Foundation. Neither the Global Infrastructure Basel Foundation nor any person acting on its behalf may be held responsible for the use of the information contained therein.  
  • 2.
    Solid Standards forFinanciers and Designers 2 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Solid Standards and Ratings for Project Financers and Designers Dr. Andreas Georgoulias Harvard University
  • 3.
    Solid Standards forFinanciers and Designers 3 May 28, 2015 Prof. Andreas Georgoulias, Harvard University v  How do you monitor, report and verify sustainability? v  How do you evaluate a project's capacity to adjust to a changing context? v  How do you implement a continuous approach? v  One answer, our answer, is… Solid Standards and Ratings for Project Financers and Designers
  • 4.
    Solid Standards forFinanciers and Designers 4 May 28, 2015 Prof. Andreas Georgoulias, Harvard University
  • 5.
    Zofnass   program   for   Sustainable  Infrastructure         Our  mission:       Develop  and  promote  methods,   processes,  and  tools  for   sustainable  infrastructure.       Our  goal:     Expand  the  body  of  knowledge   for  sustainable  infrastructure,   promote  best  prac>ces  and   facilitate  the  adop>on  of   solu>ons  for  infrastructure   projects  and  systems,      
  • 6.
    C The   Zofnass   program   is   supported   by   a   unique   alliance   with   the   Industry.   The   Sustainable   Industry   Advisory   Board   is   comprised   of   senior  execuAves  from  leading  global  firms.          
  • 7.
    Envision™ was developedin joint collaboration between the Zofnass Program for Sustainable Infrastructure at the Harvard University Graduate School of Design and the Institute for Sustainable Infrastructure. The Institute for Sustainable Infrastructure is a not-for-profit education and research organization founded by the American Public Works Association, the American Council of Engineering Companies and the American Society of Civil Engineers.
  • 8.
    Solid Standards forFinanciers and Designers 8 May 28, 2015 Prof. Andreas Georgoulias, Harvard University
  • 9.
    ENVISION TOOLS ENVISION •  Anin-depth planning guide and rating system •  Includes a manual and online scoring system •  No cost to use for planning or self-assessment •  ISI offers an optional independent, third-party verification necessary for awards •  A no-cost, simple, project self-assessment •  An educational tool •  Familiarizes users with sustainability •  A comprehensive cost-benefit framework •  Informs investment decisions on infrastructure •  Completely modeled after Envision •  Online educational version free to use ENVISION CHECKLIST ZOFNASS ECONOMIC TOOL
  • 10.
    60 CREDITS IN 5CATEGORIES RESTORATIVE CONSERVING SUPERIOR ENHANCED IMPROVED QUALITY OF LIFE 13 CREDITS LEADERSHIP 10 CREDITS RESOURCE ALLOCATION 14 CREDITS NATURAL WORLD 15 CREDITS CLIMATE AND RISK 8 CREDITS 5 LEVELS OF ACHIEVEMENT CONVENTIONAL  DESIGN  
  • 11.
    ENVISION AWARDS VERIFICATION •  Independentthird-party review •  Optional with associated fee •  Easy to use online process •  Projects must meet a minimum percentage of points to be eligible •  An ENV SP must submit the project application
  • 12.
    Types of projectsusing Envision -  Airports -  Seaports -  Roads -  Power plants -  Wind -  Pipelines US agencies using Envision: -  Port of Long Beach -  NYC Dept. of Environmental Protection -  CA Dept. of Water Resources -  Los Angeles County DPW -  MassDOT, DelDOT, KCMO, Edina (MN) -  Water and Sanitation -  Rail -  Stormwater LID -  Hydro -  Transmission ENVISION USAGE UNITED STATES INTERNATIONAL Projects appliyng Envision exist in: US, Canada, Mexico, Brazil, Chile, Colombia, UK, Italy, Greece, Saudi Arabia, Pakistan, China
  • 14.
    ❑  Two yearsof running the awards ❑  93 project applications ❑  26 projects assessed ❑  18 countries represented ❑  $64 billion of infrastructure assets ❑  3 new credits integrated in the evaluation methodology ❑  44 energy projects ❑  20 transportation projects ❑  6 water projects ❑  1 (large-scale) iron ore mine ❑  Other typologies Mission: disseminate a better understanding, theoretical and practical on how to assess sustainability in infrastructure projects, from design through operations. Infrastructure 360 Awards
  • 15.
    Infrastructure by Typology: INFRASTRUCTURE  360  AWARDS     26  PROJECT  ASSESSMENTS  
  • 16.
    Diana  Espinosa     President,  Colombian  Society   of  Engineers   Julio  Héctor  Estrada     Ex.  Director,  Nat.  Agency  for   the  Development  of  Economic   Infrastructure  of  Guatemala   TaAana  Bilbao   Founder,   Ta>ana  Bilbao  S.C,   Mexico     Dr.  Helcio  Tokeshi   Managing  Director,   GP  Investments   Julia  Prescot   Chief  Strategy  Officer,   Meridiam   Richard  Lapper   Director,  LatAm  Confiden>al   at  the  Financial  Times   Richard  Frank   President  and  CEO  Darby   Overseas  Investments   Marcos  Siqueira   Exec.  Manager,  PPP  Unit     Minas  Gerais,  Brazil   Simon  Smithson   Partner,  La>n  America   Rogers  S>rk  Harbour  +  Partners   Mark  Tercek   President  and  CEO,   The  Nature  Conservancy   Jerry  Touval   La>n  America  Program  on   Smart  Infrastructure,   The  Nature  Conservancy   Alberto  Alemán   CEO,  ABCO  Global  Inc   Panama   Marcela  Huertas   President   GIP-­‐  Colombia  Pacific  Region   Marty  Janowitz   Vice  President,  Sustainable   Development  Stantec   Rajendra  Pachauri   Chair,    UN  Intergovernmental   Panel  on  Climate  Change   Internationally recognized jurors_  2014/2015  
  • 17.
    INF 360 Awards_ Data Analysis Project  data  analyAcs   on  sustainability   performance.     Breakdown  by:     ❖  Country ❖  Size ❖  Type -Energy -Water -Transportation
  • 18.
  • 19.
    INF360 Awards_ DataAnalysis 2015
  • 20.
    Solid Standards forFinanciers and Designers 20 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Pre-Assessment Checklist Recognition Assessment Phase Toolkits Companion Tools
  • 21.
    Solid Standards forFinanciers and Designers 21 May 28, 2015 Prof. Andreas Georgoulias, Harvard University
  • 22.
    Solid Standards forFinanciers and Designers 22 May 28, 2015 Prof. Andreas Georgoulias, Harvard University A case study: one need, three alternatives •  Alternative I: business-as-usual, capex X •  Alternative II: capex 1.8X, lower opex •  Alternative III: capex 1.6X, lower opex Which one to chose??
  • 23.
    Solid Standards forFinanciers and Designers 23 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 1: apply Envision
  • 24.
    Solid Standards forFinanciers and Designers 24 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 2: apply the Zofnass Economic Tool
  • 25.
    Solid Standards forFinanciers and Designers 25 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 3: Quantify impacts
  • 26.
    Solid Standards forFinanciers and Designers 26 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 3: Quantify impacts
  • 27.
    Solid Standards forFinanciers and Designers 27 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 3: Quantify impacts
  • 28.
    Solid Standards forFinanciers and Designers 28 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 3: Quantify impacts
  • 29.
    Solid Standards forFinanciers and Designers 29 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 4: Examine the Life-Cycle of Impacts
  • 30.
    Solid Standards forFinanciers and Designers 30 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Step 5: Compare and decide
  • 31.
    Solid Standards forFinanciers and Designers 31 May 28, 2015 Prof. Andreas Georgoulias, Harvard University Thank you Dr. Andreas Georgoulias Harvard University