Learning from Each Other Sustainability Reporting and Planning by Military Organizations (Action Research)

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Learning from Each Other Sustainability Reporting and Planning by Military Organizations (Action Research) Katarzyna Chelkowska-Risley

Report Documentation Page Form Approved OMB No. 0704-0188 Public reporting burden for the collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Washington Headquarters Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington VA 22202-4302. Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to a penalty for failing to comply with a collection of information if it does not display a currently valid OMB control number. 1. REPORT DATE MAY 2012 2. REPORT TYPE 3. DATES COVERED 00-00-2012 to 00-00-2012 4. TITLE AND SUBTITLE Learning from Each Other Sustainability Reporting and Planning by Military Organizations (Action Research) 5a. CONTRACT NUMBER 5b. GRANT NUMBER 5c. PROGRAM ELEMENT NUMBER 6. AUTHOR(S) 5d. PROJECT NUMBER 5e. TASK NUMBER 5f. WORK UNIT NUMBER 7. PERFORMING ORGANIZATION NAME(S) AND ADDRESS(ES),Unit 30400,APO,AE,09131 8. PERFORMING ORGANIZATION REPORT NUMBER 9. SPONSORING/MONITORING AGENCY NAME(S) AND ADDRESS(ES) 10. SPONSOR/MONITOR S ACRONYM(S) 12. DISTRIBUTION/AVAILABILITY STATEMENT Approved for public release; distribution unlimited 11. SPONSOR/MONITOR S REPORT NUMBER(S) 13. SUPPLEMENTARY NOTES Presented at the NDIA Environment, Energy Security & Sustainability (E2S2) Symposium & Exhibition held 21-24 May 2012 in New Orleans, LA. 14. ABSTRACT 15. SUBJECT TERMS 16. SECURITY CLASSIFICATION OF: 17. LIMITATION OF ABSTRACT a. REPORT unclassified b. ABSTRACT unclassified c. THIS PAGE unclassified Same as Report (SAR) 18. NUMBER OF PAGES 17 19a. NAME OF RESPONSIBLE PERSON Standard Form 298 (Rev. 8-98) Prescribed by ANSI Std Z39-18

Outline Sustainability Reporting and Planning What is Reported? When was It Started? What are the Recent Drivers? What Reporting Formats are Used? Sustainability Reporting and Planning Breadth Sustainability Reporting and Planning Organizational Learning Organizational Learning Factors Identified in Sustainability Reports and Plans: What Readers Learn? Sustainability Incorporated Into Defense Strategy Sustainable Procurement - What are Focus Areas? Learning from Each Other Why is It important? Recommendations: Common Threads and Learning Opportunities

Sustainability Reporting and Planning - What Is Reported? Indicators in Environmental Sustainability Components Resource Management Energy Management Product Sustainability UK MoD Water (1) Waste (2) Site spe. sci.inter. (1) French MoD Water( 3) Waste (3) Paper (1) Land biodivers. (1) The Netherlands MoD Water (4) Waste (5) Site remediation (8) Natural habitat (2) US DoD Water (3) Waste (5) Paper (1) US Army Water (1) Waste (4) Inte. Natur. Resc. Mgt Plan (1) Canada ND Waste (5) Paper (1) United Land States (2) Energy (2) Emissions CO2 (3) Energy (18) Emissions air (4) Energy (29) Emissions air (8) Energy (5) Emissions air (2) Energy (2) Energy (3) Emissions GHG (2) Procurement (1) Eco-design concept (1) EMS (2) EMS (1) Procurement (1) Pesticides (1) Procurement (2)

Sustainability Reporting and Planning by Selected Military Organizations When was It Started? Started in Early 2000 s UK MoD Since 2005 (2004 report) French MoD Since 2009 (2008 report) The Netherlands MoD Since 2000 (1999 report) US DoD Since 2010 (2010 plan) US Army Since 2008 (2007 report) Canada ND Since 2000

Sustainability Reporting and Planning What are the Recent Drivers? Regulatory drivers: National legislation, Government organization regulations Or Self motivation UK MoD UK Government Strategy for Sustainable Development 2005 French MoD French Government grenelle de l environnement 2007 The Netherlands MoD Defence Sustainability Paper 2009 US DoD EO 13514, EO 13423, Energy Independence and Security Act of 2007 (EISA), Energy Policy Act of 2005 (EPAct) US Army Self motivated 2007 Canada ND Defence Sustainable Development Strategy 2006 (4 th iteration)

Standards of Sustainability Reporting and Planning What Reporting Formats are Used? Different approached to reporting UK MoD French MoD The Netherlands MoD US DoD US Army Canada ND Sustainable Development Report (Sustain. Operations on Govt Estate targets, Govt Sustainable Indicators Goals) Sustainable Development Report (GRI) Government Annual Report to Parliament, MoD Report, Appendix 5 Environment (The Netherlands MoD Indicators) Strategic Sustainability Performance Plan (combined EO and EISA and EPact requirements) Sustainability Report (GRI) Government Annual Report to the Treasury Board of Canada, National Defence Report, Sustainable Development (The Canada ND Indicators)

Sustainability Reporting and Planning Breadth UK MoD reports on Defense Estates only French MoD reports on both estates and operations (including partial information on its over 12000 military personnel at international locations) NL MoD reports on both estates and operations with a particular focus on energy (29 indicators) US DoD reports on both estates and partially operations

Sustainability Reporting and Planning Organizational Learning Sustainability-oriented learning as a process where organizations display behavioral changes that are attributable to a change in the knowledge and value base as a result of reflexive process, and where the concept of sustainability served as fundamental framework (Siebenhuner and Arnold, 2007)

Organizational Learning Factors Identified in Sustainability Reports and Plans: What Readers Learn? Factors UK FRA NL CAN US DoD US Army External Factor Regulation X X X X X X Stakeholder Demands X X X X X X Budget X X X X X X Threat/Scarcity X X X Structural Factors Personnel Structure X X X X Learning Mechanism X X X X SD in Defense Strat. Cultural Factors X Norms and Values X X X X Internal Networks X X X X Leadership Conflicts Behavioral Factors State Secretary Minister Minister Ass. Deputy Minister Under Secretary Change Agents X X Under Secretary

Sustainability Incorporated Into Defense Strategy: UK MoD Case UK MoD Example: Sustainable Development Strategy A Sub- Strategy of the Strategy for Defence 2011-2030 Principle 1: Defence must be resilient to current and future environmental, societal and economic threats (adaptation) Principle 2: Defence must realise the positive and minimise the negative impacts that Defence activities have on the environment, people and the economy in the UK and overseas (mitigation)

Sustainability Incorporated Into Defense Strategy: UK MoD Case (Cont) UK MoD Example: Sustainable Development Strategy A Sub- Strategy of the Strategy for Defence 2011-2030 Delivery Plan includes Behaviour Change and its tasks: Senior Leadership Commitment to SD Ensuring SD Becomes an Essential Part of Defence Values Effective Engagement Ensuring that Financial and Non-financial Benefits of Improved SD Performance are Better Understood Appropriate Training for All Staff A Network of Sustainability Champions Improving Responsibility, Accountability and Transparency for SD Delivery Improvements to the Quality and Coverage of Data In the long-term, behavior change is an essential link between learning and performance improvements (Fiol and Lyles, 1985)

Energy Sustainability Incorporated Into Defense Strategy: US DoD Case US DoD Example: Energy One of Four Key Areas of Sustainability Operational Energy Strategy: Implementation Plan 2012 Goal: Incorporation into Policy, Doctrine, Professional Military Education and Combatant Command Theater Campaign Plans, Global Campaign Plans, Joint Exercises, Combined Training, Conferences, Research & Development, and Information Sharing Programs

Sustainable Procurement: What are the Focus Areas? French MoD - Program for major area purchases; 80 Navy vessels have green passports (IMO standard); the Commissary organic and locally produced products; military clothing, etc. UK MoD - Sustainable procurement performance targets cover 5 themes: people; policy, strategy & communication; procurement process; engaging suppliers; measurement & results. Sustainable Procurement Charter - a voluntary charter developed in conjunction with industry and based on a set of sustainable procurement principles NL MoD - Defense Acquisition Manual includes Sustainable Procurement (3 cases for deviation for military) Commonly recognized issue - impact of REACH

Learning from Each Other Why is It important? Learning from each other encompasses: exchanges of common practices benchmarking networking forming joint ventures making strategic alliances and providing continuing education or training

Recommendations: Common Threads and Learning Opportunities for Technological Factors Technologies and Processes Sustainable Procurement - civil standards, allied standardization and interoperability for military Eco-Design and Life Cycle Analysis of military equipment and armaments Technical military training EMS for Energy on operational level NATO and EDA standardization to include sustainability factors that go beyond Environmental Protection

Recommendation: Common Threads and Learning Opportunities for Organizational Factors Structural Factors Learning mechanisms of military organizations Place of sustainability and its key areas in defense strategy Cultural and Behavioral Factors Behavioral change: e.g. values, spillover effects Forming internal relationships and links Leadership: commitment Change agents: champions Military organizations to share information on success stories of effective organizational changes and programs implementation

Questions? Katarzyna Chelkowska-Risley +49 711 680 8302