Tourism Sustainability Scorecard - Inter-American Development Bank

DIRECTIONS: For your application to be considered, you must complete all the fields in the Scorecard and then click "Finish and Submit."

I. GENERAL PROJECT DATA

Project name

Name

Application Date

Project Sponsorship

Entity requesting funding The company or other entity submitting the proposal and requesting funding.	Developer The project developer

Owner The legal owner of the property to be developed. If the land is leased or under concession, indicate both the owner and the lessee or concessionary.	Operational management The company or person who will operate the project

Project location

Country The country where the project will be developed		Project location (province/state, municipality) This information will enable project evaluators to determine which governmental entities might be involved in issuing permits and licenses.

Longitude Indicating latitude and longitude will enable project evaluators to locate the site exactly on maps and satellite photos.	Latitude Indicating latitude and longitude will enable project evaluators to locate the site exactly on maps and satellite photos.	Other details of location For urban projects, a street address. For projects in designated tourism zones or destinations, the name of the area. For projects in indigenous or communal property, the name of the community. Any additional relevant information (e.g. oceanfront on the Pacific Ocean, etc.)

Project cost US$

Equity Amount of equity financing (stock sales, cash, land, prior development, etc.)	Amount requested from IDB How much financing will be requested from IDB

Other financing How much financing will be provided by other sources	Total project cost (indicate currency) Please use international currency designations (e.g. USD for United States dollars) for previous three fields. This field is calculated automatically.

Proposed components and activities

Brief summary of project A text description of what the project proposes to build and operate 2000 characters left.	Additional components Golf courses: no./area Marinas: no./capacity Casinos: no./capacity Other: 2000 characters left.

Number of hotel rooms Basic parameter for determining project scale.	Number of land lots, houses, condominiums, and apartments Determines the importance of real estate development relative to tourism activities.
Total area (m2) Area of the entire property.	Building area (m2) Area that will be covered by a roof.

Employment generated

Employment generated during construction Number of full-time employees required during construction	Full-time employment, during operation Number of full-time employees required during operation of the project once completed.

Seasonal or part-time employment, during operation Number of seasonal or part-time employees required during operation of the project once completed.	Number of indirect jobs created during operation Estimate of the number of jobs created in the surrounding communities as a result of the completed project.
Percentage of supervisors and managers relative to all full-time employees Estimate of the number of supervisory employees as a percentage of the total, during operation. This figure helps measure the quality of the employment offered.	Number of full-time employees per room This field is calculated automatically and offers insight into the labor intensity of the project.

Key for performance indicators

Excellent

Good

Satisfactory

Potential risk

Unsatisfactory

N/A


II. TOURISM ACTIVITIES
A. THE PROJECT HAS ESTABLISHED OR WILL ESTABLISH EFFECTIVE SUSTAINABLE MANAGEMENT PRACTICES.
A.1. Sustainability management system A.1.1. The company has established a sustainability management system for the design, construction, and operational phases of the project that takes into account environmental, sociocultural, quality, health, and safety issues.	clear
A sustainability management system has been designed and will be communicated to designers, builders, and employees.
Concrete steps have been taken towards designing a complete sustainability management system, including policy, goals, and budget.
No steps have been taken towards designing a sustainability management system, or it will omit some issues (environmental, sociocultural, quality, health, and safety) or project phases (design, construction, and operation).
No sustainability management system will be created.

A.2. The company is in compliance with all relevant international or local legislation and regulations (including, among others, health, safety, labor, and environmental aspects). A.2.1. The company has assembled a list of all relevant legislation and regulations in a form that can be consulted easily by those executing or managing the project.	clear
The compilation of legislation is complete and is available in digital form for easy distribution (CD or equivalent), as well as in notebook or book form for field use.
The compilation of legislation is complete and is available in either digital or printed form, but not both.
The compilation omits important legislation.
The company has not put together a compilation of relevant legislation and regulations, or it is unavailable for distribution.

A.2.2. The company will obtain all required licenses and permits.	clear
All required permits have been obtained, and compliance with labor, safety, environmental, and health requirements is documented.
All required permits have been requested, and compliance with labor, safety, environmental, and health requirements is documented.
Permits have been requested, and the company is in compliance with legislation but without full documentation.
The project is underway without required permits.
The project has been cited for uncorrected legal violations.
N/A: The project has not yet started.

A.3. Personnel training in sustainability. A.3.1 A program will be designed and budgeted for periodic training of all personnel regarding their role in the management of environmental, sociocultural, health, and safety practices.	clear
A training program in all relevant areas has been established with calendar, and training activities are recorded with list of participating personnel.
Training program, calendar, and budget have been established in all relevant areas, but not yet begun.
A training program will be designed for all relevant areas.
The training program omits key areas of environmental, sociocultural, health, and safety practices.
No training program has been planned.

A.4. Buildings and infrastructure will be located, designed, and built sustainably. A.4.1. Design and construction of buildings and infrastructure will comply with local zoning requirements.	clear
Local zoning requirements have been met and permits issued.
All zoning requirements have been documented and permits requested.
Zoning permits will be requested.
Changes to project have been requested by zoning authority.
Zoning permits have been rejected or project will not comply with local zoning.

A.4.2. Design and construction of buildings and infrastructure will comply with natural protected areas, historical, or archeological site requirements.	clear
Compliance with regulations for natural protected area regulations and cultural and historical sites has been documented.
Negotiations with natural area or cultural authorities are underway, and no apparent obstacles have been identified.
Obstacles to the issuing of permits or possible violations of requirements have been identified, and possible resolution is underway.
The project will not comply with natural protected area or cultural heritage regulations.
N/A: The project is outside of natural or cultural heritage areas.

A.4.3. Impact of the project on the natural, cultural, historical, or archeological surroundings will be assessed.	clear
An environmental and social impact assessment has been completed and plans are in compliance with recommendations.
An environmental and social impact assessment is currently underway. The company has committed to compliance with recommendations.
An environmental and social impact assessment will be conducted, and the project has been classified by appropriate authorities as low to moderate impact.
Impact assessment indicates high potential risks, and appropriate solutions have not been determined.
The project is classified as high potential impact and no assessment is underway or completed.
N/A: The project has been classified by the appropriate authority as low to medium impact.

A.4.4. Land rights and property acquisition are legal and comply, where applicable, with local communal rights, as well as those of the IDB indigenous and involuntary resettlement policy.	clear
Land acquisition, lease, or concession complies with IDB policies and legal requirements, as well as, where applicable, with communal rights, including prior informed consent.
The acquisition is legal, community consultation is in progress, and the project has not been initiated.
The acquisition is legal, the community has not been consulted, and the project has not been initiated.
Local inhabitants will be involuntarily resettled.
The project has been initiated before concession has been approved or community consent obtained.

A.4.5. Design and construction of buildings and infrastructure will use locally appropriate principles of sustainable construction.	clear
Design and construction will be certified by LEED (Leadership in Energy and Environmental Design) or national equivalent.
Design and construction will comply with local best practice guidelines for sustainable construction, considering water and energy consumption, waste treatment, management of runoff, and avoiding the use of potentially non-sustainable materials, such as precious woods and palm thatch.
Design and construction will reduce heating, cooling, electricity, and water consumption through passive design appropriate to local conditions, as well as active technology
Standard water and energy-saving design will be used, but without adaptation to local conditions.
Design of heating, cooling, electricity, water, and sewage systems will not comply with good industry practice.

A.4.6. Design and construction of buildings and infrastructure will provide access for persons with disabilities.	clear
Design and construction will comply with generally accepted criteria for wheelchair access and sight-impaired guests, above legal requirements.
Design and construction will comply with legal requirements.
No provisions for wheelchair access or the visually impaired.
N/A: Facilities will be for adventure or sports activities that are not possible for persons with special needs.

B. THE PROJECT WILL MAXIMIZE SOCIAL AND ECONOMIC BENEFITS TO THE LOCAL COMMUNITY AND MINIMIZE NEGATIVE IMPACTS.
B.1. The company will actively support initiatives for the development of social and community infrastructure including, among others, education, health, and sanitation facilities.	clear
The company will establish, through mutual agreement, a program for community development with concrete objectives, goals, calendar, and budget.
The company will unilaterally establish such a program for community development.
The company will establish a policy for community development, but no program.
The company will not have a community-development policy nor a program.
N/A: There is no nearby community.

B.2. Local residents are or will be employed in construction of the project.	clear
The percentage of local employees over total employees will be between 70-100%
The percentage of local employees over total employees will be between 50-69%
The percentage of local employees over total employees will be between 30-49%
The project has not been initiated, but a local hiring policy is in place.
The percentage of local employees over total employees will be between 10-29%
The percentage of local employees over total employees will be less than 10%
The project has not been initiated, but no policy exists to promote local hiring.
N/A: There is no nearby community.

B.3. Local residents are or will be employed in the operation of the business.	clear
The percentage of local employees over total employees will be between 80-100%
The percentage of local employees over total employees will be between 60-79%
The percentage of local employees over total employees will be between 40-59%
The project has not been initiated, but a local hiring policy is in place.
The percentage of local employees over total employees will be between 20-39%
The percentage of local employees over total employees will be less than 20%
The project has not been initiated, but no policy exists to promote local hiring.
N/A: There is no nearby community.

B.4. Local residents are or will be employed in management positions. Training is offered as necessary.	clear
The percentage of local management over total management will be between 50-100%
The percentage of local management over total management will be between 40-49%
The percentage of local management over total management will be between 30-39%
The project has not been initiated, but a local training and hiring policy for management is in place.
The percentage of local management over total management will be between 10-29%
The percentage of local management over total management will be less than 10%
The project has not been initiated, but no policy exists to promote local training and hiring for management.
N/A: There is no nearby community.

B.5. The company will offer an opportunity for local small entrepreneurs to develop and sell sustainable products and services that are based on the area’s nature, history, and culture (such as food and drink, crafts, performance arts, agricultural products, nature tours, horseback riding, transportation services, guides, etc.).	clear
Company purchasing policy will favor locally produced goods and services and also provide a place for these to be sold directly to clients.
Local goods and services will be offered to clients on consignment in a company store.
No local goods or services will be purchased by the company or offered directly to clients.
N/A: There is no nearby community.

B.6. A code of conduct for activities in indigenous and local communities will be developed, with the consent of, and in collaboration with the community, as well as in conformity with IDB indigenous policy guidelines.	clear
In those cases where the company's activities will be conducted in or near an indigenous or traditional local community, these activities have been authorized through a formal procedure of informing the community and reaching an agreement about the scope of the activities and benefits to be shared with the community.
Agreement has been reached with local community leaders, but without a formal procedure for information and consent by the members of the community.
No agreement has been reached with the local community.
N/A: There are no traditional local communities affected by the business.

B.7. The company will implement a policy against commercial exploitation, particularly of children and adolescents, including sexual exploitation.	clear
Company policy will prohibit hiring children under the age of 15; those 15 and over will be legally employed, will not work excess hours or heavy labor, and will receive training for job improvement. Prostitution will be prohibited on the premises.
The company will not hire minors and will prohibit prostitution on the premises.
The company has no policy against commercial or sexual exploitation of minors.

B.8. The company will be equitable in hiring women and local minorities, including in management positions.	clear
Company hiring policy ensures that women and minorities will be hired with no discrimination and are given preference when there is a significant imbalance relative to the local population.
The company will have women and minority employees in management and general positions, roughly in proportion to the local population.
The company will have women and minority employees in management and general positions, but significantly less than their proportion of the local population.
The company has women and minority employees in general positions, but not management.
The company has no policy for hiring women or local minorities and has not hired them.

B.9. The international or national legal protection of employees is and will be respected.	clear
All employees will be legally hired and insured, payroll taxes will be deducted and paid, and will not be removed periodically from the payroll to prevent them from acquiring legal rights.
Employees will be rotated off payroll to prevent them from acquiring legal rights.
Some or all employees are not legally hired or enrolled in payrolls.

B.10. Employees will be paid a living wage.	clear
All full-time salaries will be higher than the legal minimum wage.
Employees will be paid less than the legal minimum wage.
Employees will be paid less than the legal minimum wage.
N/A: Project has not yet started and there are no employees.

B.11. The activities of the company will not jeopardize the provision of basic services -- such as water, energy, or sanitation -- to neighboring communities.	clear
The capacity of municipal services for water, sewage, electricity, and solid-waste disposal have been determined and compared with the potential demand by the business. Increased capacity required will be paid for by the business through local taxes or direct investment in municipal infrastructure and capacity.
The business has formally agreed to increase municipal capacity, but the amount has not been determined.
The business will install its own water supply without determining whether this will affect surface or subterranean water available for the community.
The business will use municipal services, but will not pay local taxes or service fees.
N/A: There is no nearby community, and no municipal services will be provided.

C. THE PROJECT WILL MAXIMIZE BENEFITS TO CULTURAL HERITAGE AND MINIMIZE NEGATIVE IMPACTS.
C.1. The company will follow established guidelines or a code of behavior for visits to culturally or historically sensitive sites, in order to minimize visitor impact and maximize enjoyment.	clear
A code of behavior will be established by mutual consent with the responsible authorities or community.
The company will follow an already established code of behavior.
The company will establish a code of behavior without consultation with the authorities or community.
The company will use sensitive sites, but does not have or follow a code of behavior.
N/A: No culturally or historically sensitive sites will be used by the company.

C.2. The business will contribute to the protection of local historical, archeological, culturally, and spiritually important properties and sites.	clear
In those cases where the company will use historical buildings or other culturally important sites, the International Council on Monuments and Sites (ICOMOS) Guidelines are followed for restoration, maintenance, and use.
The company will follow legally established guidelines.
The company has no guidelines for respecting the buildings and sites that it will use.
N/A: No culturally or historically sensitive sites will be used by the company.

C.3. The business will not impede access by local residents to historical, archeological, culturally, and spiritually important sites; or to beaches.	clear
The company has inventoried the sites used by local residents and will ensure that the project's design, construction, and operation will allow continuing access.
The company will block access only if this is in compliance with the law and in order to ensure the safety of clients.
The company will block access by local residents illegally or for reasons other than the safety of clients.
N/A: No culturally or historically sensitive sites, beaches or access routes will be used by the company.

C.4. The business will use elements of local art, architecture, or cultural heritage in its operations, design, decoration	clear
The architectural design and decoration will be harmonious with local traditions.
Decoration, but not design, will reflect local architecture, culture, and art.
Design and decorative features will use elements considered sacred and reserved by local people.
No local elements will be employed in architecture or decoration.

D. THE PROJECT WILL MAXIMIZE BENEFITS TO THE ENVIRONMENT AND MINIMIZE NEGATIVE IMPACTS.
D.1. CONSERVING RESOURCES D.1.1. Purchasing policy will favor environmentally friendly products for building materials, capital goods, food, and consumables.	clear
The company will have a purchasing policy that ensures that building materials such as wood and palm thatch come from sustainable sources, and that goods purchased during the operation phase will be the most environmentally-friendly products available.
There is no register, catalogue, or inventory of available sustainable products.
There will be no purchasing policy for sustainable products.

D.1.2. Energy consumption will be measured and sources indicated, including electricity, fossil fuels, and firewood. Measures to decrease overall consumption will be adopted.	clear
Electric, fossil fuel, and firewood consumption will be measured monthly, converted to kilojoules per guest per night, and compared with industry benchmarks and previous months. This information will be used to demonstrate reduced consumption over time.
Electricity only will be metered and compared to previous records. This information will be used to demonstrate reduced consumption over time.
Fossil fuel consumption only will be measured and compared to previous records. This information will be used to demonstrate reduced consumption over time.
Energy consumption will not be measured.

D.1.3. Energy consumption will be minimized through aspects of design and construction.	clear
Building design will incorporate energy-saving elements, such as natural air circulation for cooling, passive solar heating, solar panels for hot water, and insulation on walls, windows, water tanks, and pipes, as well as energy-efficient equipment.
Heated and cooled areas will be properly insulated.
Energy-efficient equipment is installed, including washers, dryers, heating, and air conditioning.
Energy-savings will be considered only during the operational phase and not during design and construction.
No energy-saving measures will be incorporated into building design and equipment.

D.1.4. Renewable energy sources will be used where possible.	clear
Solar hot water, photovoltaic, wind, hydroelectric, tree plantations, biofuels, or other renewable sources will provide all energy for the installations.
Most of the energy will come from renewable sources.
Some energy will come from renewable sources.
No energy will be obtained from renewable sources.

D.1.5. Water consumption will be measured, sources indicated, and measures to decrease overall consumption will be adopted.	clear
Water consumption is projected to be less than 200 liters per guest per night
200-399 liters per guest per night
400-799 liters per guest per night
800-999 liters per guest per night
> 1000 liters per guest per night

D.1.6. Golf courses will be designed in conformity with Audubon Signature Program (ASP) for Golf Courses or equivalent, in order to reduce water consumption and contamination, as well as protect biodiversity.	clear
New golf courses will be designed and certified by ASP.
Existing golf courses will be certified by Audubon Cooperative Sanctuary Program (ACSP).
Golf course will comply with ASP or ACSP recommendations, but will not be certified.
Golf course will use recycled gray water, but no other conservation measures.
Golf course will use saline water for irrigation of salt-resistant grasses.Golf course will use saline water for irrigation of salt-resistant grasses.
Golf course will have no water saving, agrochemical, or biodiversity protection mechanisms.
N/A: There is no golf course built or projected.

D.2. REDUCING POLLUTION D.2.1. Greenhouse gas emissions from all sources controlled by the business will be measured, and procedures implemented to reduce and offset them as a way to achieve climate neutrality.	clear
The business will be certified to the standards ISO 14064 or equivalent. Guests will be encouraged to offset the carbon emissions from their travels to the site.
Energy consumption from non-renewable sources and methane from wastes will be measured and converted to tons of carbon dioxide equivalent. Emissions that cannot be reduced will be offset through a verified in-house or external program. Guests will be encouraged to offset the carbon emissions from their travels to the site.
Guests will be encouraged to offset the carbon emissions from their travels to the site.
No effort will be made to reduce greenhouse gas emissions.

D.2.2. Sewage will be treated effectively and effluent monitored continuously.	clear
Sealed anaerobic plant (Upflow Anaerobic Sludge Blanket Reactor [UASB] or equivalent) with methane capture and final treatment of effluent.
UASB reactor without final treatment of effluent.
Aerobic plant with continuous electric source and proper treatment of sludge.
Septic tank with upflow anaerobic filter (UAF).
No effective sewage treatment or treatment plant will operate continuously.

D.2.3. Gray water will be treated effectively, and it will be possible to recycle or reuse it.	clear
All gray water is to be processed, after trapping or separating grease, through the company's sewage treatment plant. Effluent will be used for subterranean irrigation of green areas, gardens, and golf courses or other purposes.
All gray water will be treated, but not reused.
Gray water will be discharged without proper treatment.
N/A: All sewage and gray water will be processed by a municipal system.

D.2.4. A solid waste management plan will be implemented, with quantitative goals to minimize waste that is not reused or recycled.	clear
The company will establish a solid-waste management plan focused primarily on reducing waste and secondarily on recycling and proper disposal. Where municipal collection is available, the company will pay all fees and taxes necessary to cover the cost of collection and disposal. Otherwise the company will follow current tourist industry best practices and comply with local legal requirements.
The company will correctly dispose of waste according to best practice and local requirements, but will not have a waste reduction plan.
There is municipal collection of waste, but the company will not pay the full cost through taxes and fees.
The company will have no solid-waste management plan.

D.2.5. The use of harmful substances, including pesticides, paints, swimming pool disinfectants, and cleaning materials, will be minimized; substituted, when available, by innocuous products; and all chemical use will be properly managed.	clear
The company will design and build proper storage facilities for toxic and inflammable substances and will have a management plan to minimize their use and ensure safety.
Harmful substances will be properly stored and safely used, but without a plan for eliminating or substituting them.
There will be no management plan to minimize and ensure the safety of toxic substances.
There will be no special storage facilities for toxic or inflammable substances.

D.2.6. The business will implement practices to reduce pollution from runoff, erosion, and soil contaminants.	clear
Parking lots and other paved areas will have permeable surfaces to permit rainwater to penetrate; runoff from buildings and grounds is to be properly channeled and filtered to avoid erosion and contamination of streams with gasoline and oils from vehicles.
Parking lot surfaces are impermeable, but runoff will be collected and filtered.
Runoff from parking lots and roads will not be managed and filtered.
N/A: There are no parking areas or other paved areas under the control of the business.

D.2.7. The business will implement practices to reduce pollution from light at turtle nesting beaches.	clear
Facilities that overlook beaches where sea turtles nest will not project light onto the beach or shore.
Facilities near turtle nesting beaches will project light onto the beach and the shore.
N/A: Facilities are not near a turtle-nesting beach.

D.3. CONSERVING BIODIVERSITY, ECOSYSTEMS, AND LANDSCAPES D.3.1. Wildlife species will only be harvested from the wild, consumed, displayed, sold, or internationally traded, as part of a regulated activity that ensures that their utilization is sustainable.	clear
No plants or animals will be sold, displayed, or used for construction unless this is part of an activity that promotes their sustainable use. This applies to precious woods, coral, turtle shell, sea fans, orchids, etc.
Common species that will be used on a regular or continuous basis, such as palm thatch, will be obtained from a sustainable source established for that purpose.
Rare or threatened species of plants and animals will be displayed or sold.
N/A: No wildlife species are used.

D.3.2. No captive wildlife will be held, except for properly regulated activities, and living specimens of protected wildlife species will only be kept by those authorized and suitably equipped to house and care for them.	clear
No wild animals (such as birds, monkeys, felines, and sea mammals) will be held in captivity.
No wild animals will be held in captivity, except where permits have been issued, facilities have been properly designed, and qualified personnel contracted.
Captive wildlife will be held for exhibition to tourists without proper licensing, facilities, personnel, and regulation.

D.3.3.The business will use native species for landscaping and restoration, and will take measures to avoid the introduction of invasive alien species.	clear
Gardens, green areas, golf courses, and sporting fields will use native vegetation where possible or grasses that are adapted to the local climate, in order to minimize the need for watering in the dry season and the use of fertilizers and pesticides.
Gardens, green areas, golf courses, and sporting fields will use non-native species, but these are not invasive and will not require large quantities of water.
Potentially invasive species of plants (non-native and rapidly reproducing) will be used in gardens and green areas.
Species requiring high consumption of water and agrochemicals will be used for golf courses and green areas.
N/A: The company has no landscaping or green areas and has not affected surrounding areas.

D.3.4. The business will contribute to the support of biodiversity conservation, including supporting natural protected areas and areas of high biodiversity value.	clear
The company will establish a policy of supporting nearby conservation projects or natural protected areas, or will establish its own natural area.
The company will not have a policy, but will support conservation efforts.
The company will not support nearby conservation efforts.

D.3.5. Interactions with wildlife will not produce adverse effects on the viability of populations in the wild; any disturbance of ecosystems will be minimized, but should it occur, the ecosystem will be rehabilitated and there will be a compensatory contribution to conservation management.	clear
If the company's activities involve interactions with wildlife at any stage, a conservation management policy will be established, based on competent technical advice.
Wildlife will be negatively affected by the company's activities (construction or operation) without compensatory measures.
N/A: There are no interactions with wildlife.

E. THE PROJECT WILL MINIMIZE ITS NEGATIVE IMPACTS ON THE TOURISM DESTINATION.
E.1. Project development plans will comply with physical development plans, master plans, and tourism zoning regulations.	clear
Full compliance is documented by appropriate authorities.
Full compliance will be documented by the business, and no uncorrected non-conformities have been identified by authorities.
Partial non-conformities.
Serious non-conformities.
N/A: No physical development plans, master plans, and tourism zoning regulations exist.

E.2. Projected increase in visitors from this project will not cause total visitor numbers in the destination to exceed visitor carrying capacity, as established by local, regional, or national authorities in physical development plans, master plans, and tourism zoning regulations.	clear
Maximum high-season number of visitors from this project, combined with all others (existing or approved) will not exceed approved numbers for the destination -- especially for marine or terrestrial protected areas, historical or archeological sites, and culturally sensitive places.
Projected visitor numbers will exceed approved values for the destination.
N/A: No visitor carrying capacity has been determined

E.3. Projected increase in rooms from this project will not cause total room numbers in the destination to exceed limits established by local, regional, or national authorities in physical development plans, master plans, and tourism zoning regulations.	clear
The number of rooms to be built will not exceed approved planning limits for the destination, taking into account all other existing or approved projects.
Projected number of rooms, combined with all others in the destination, will exceed approved limits.
N/A: No applicable limits on number of rooms have been established

E.4. Projected requirements for municipal services and infrastructure (water, sewage, garbage collection, police, road maintenance, etc.) will not exceed the capacity determined by local, regional, or national authorities in physical development plans, master plans, and tourism zoning regulations.	clear
The project will not require municipal services.
Municipal services required by the project will not exceed the physical or financial capacity of local authorities to provide them.
Municipal services must be expanded to meet project needs, but the project itself will provide capital costs for this expansion.
Municipal services must be expanded without financing from the project.
N/A: Municipal services do not need to be expanded.

E.5. The business will pay the full operating cost of the municipal services it requires.	clear
The project will pay full taxes or fees for services provided.
The business is exempt from paying for the municipal services it requires.
N/A: No municipal services are required.

III. REAL ESTATE ACTIVITIES
F. REAL ESTATE ACTIVITIES ASSOCIATED WITH THE PROJECT WILL NOT HAVE NEGATIVE CONSEQUENCES FOR THE TOURISM DESTINATION AND THE LOCAL COMMUNITY.
F.1. The internal rate of return (IRR) of the total project will not depend on real estate transactions for financial viability.	clear
IRR without real estate transactions will be >15%
IRR without real estate transactions will be 10-15%
IRR without real estate transactions will be 5-9%
IRR without real estate transactions will be <5%
N/A: No real estate activities.

F.2. All real estate sales, transfers, and rentals will be registered locally and at true market value.	clear
Real estate sales, transfers, and rentals will be duly registered in the local country and municipality at true market value and pay full tax rate.
Real estate sales, transfers, and rentals will be duly registered in the local country and municipality at true market value, but pay reduced or no local taxes.
Real estate sales, transfers, and rentals will not be locally registered or substantially below real price and will not pay local taxes.
N/A: No real estate activities.

F.3. Second homes will be added to the pool of hotel rooms and will be managed accordingly.	clear
All second homes will have contractual obligations to be included and marketed as tourism offerings, with all associated hotel services.
Second homes will be optionally included in room pool, with all hotel services.
Second homes will be optionally included in room pool, without services.
Rentals and time-shares of second homes will be conducted offshore and will not pay local taxes.
N/A: No real estate activities.

F.4. Houses, condominiums, and apartments, when they are part of a tourism development, will pay taxes and fees for municipal services regardless of whether they are primary or secondary homes.	clear
Taxes and fees for municipal services will be paid at full cost.
Taxes and fees for municipal services will be paid below cost, but second homes will be permanently part of the hotel room pool.
Local taxes and fees for municipal services will not be paid.
N/A: No real estate activities, or no municipal services will be used.

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I. GENERAL PROJECT DATA

Project name

Project Sponsorship

Project location

Project cost US$

Proposed components and activities

Employment generated

Key for performance indicators

II. TOURISM ACTIVITIES

A. THE PROJECT HAS ESTABLISHED OR WILL ESTABLISH EFFECTIVE SUSTAINABLE MANAGEMENT PRACTICES.

A.1. Sustainability management system A.1.1. The company has established a sustainability management system for the design, construction, and operational phases of the project that takes into account environmental, sociocultural, quality, health, and safety issues.

A.2.2. The company will obtain all required licenses and permits.

A.3. Personnel training in sustainability. A.3.1 A program will be designed and budgeted for periodic training of all personnel regarding their role in the management of environmental, sociocultural, health, and safety practices.

A.4. Buildings and infrastructure will be located, designed, and built sustainably. A.4.1. Design and construction of buildings and infrastructure will comply with local zoning requirements.

A.4.2. Design and construction of buildings and infrastructure will comply with natural protected areas, historical, or archeological site requirements.

A.4.3. Impact of the project on the natural, cultural, historical, or archeological surroundings will be assessed.

A.4.4. Land rights and property acquisition are legal and comply, where applicable, with local communal rights, as well as those of the IDB indigenous and involuntary resettlement policy.

A.4.5. Design and construction of buildings and infrastructure will use locally appropriate principles of sustainable construction.

A.4.6. Design and construction of buildings and infrastructure will provide access for persons with disabilities.

B. THE PROJECT WILL MAXIMIZE SOCIAL AND ECONOMIC BENEFITS TO THE LOCAL COMMUNITY AND MINIMIZE NEGATIVE IMPACTS.

B.1. The company will actively support initiatives for the development of social and community infrastructure including, among others, education, health, and sanitation facilities.

B.2. Local residents are or will be employed in construction of the project.

B.3. Local residents are or will be employed in the operation of the business.

B.4. Local residents are or will be employed in management positions. Training is offered as necessary.

B.6. A code of conduct for activities in indigenous and local communities will be developed, with the consent of, and in collaboration with the community, as well as in conformity with IDB indigenous policy guidelines.

B.7. The company will implement a policy against commercial exploitation, particularly of children and adolescents, including sexual exploitation.

B.8. The company will be equitable in hiring women and local minorities, including in management positions.

B.9. The international or national legal protection of employees is and will be respected.

B.10. Employees will be paid a living wage.

B.11. The activities of the company will not jeopardize the provision of basic services -- such as water, energy, or sanitation -- to neighboring communities.

C. THE PROJECT WILL MAXIMIZE BENEFITS TO CULTURAL HERITAGE AND MINIMIZE NEGATIVE IMPACTS.

C.1. The company will follow established guidelines or a code of behavior for visits to culturally or historically sensitive sites, in order to minimize visitor impact and maximize enjoyment.

C.2. The business will contribute to the protection of local historical, archeological, culturally, and spiritually important properties and sites.

C.3. The business will not impede access by local residents to historical, archeological, culturally, and spiritually important sites; or to beaches.

C.4. The business will use elements of local art, architecture, or cultural heritage in its operations, design, decoration

D. THE PROJECT WILL MAXIMIZE BENEFITS TO THE ENVIRONMENT AND MINIMIZE NEGATIVE IMPACTS.

D.1. CONSERVING RESOURCES D.1.1. Purchasing policy will favor environmentally friendly products for building materials, capital goods, food, and consumables.

D.1.2. Energy consumption will be measured and sources indicated, including electricity, fossil fuels, and firewood. Measures to decrease overall consumption will be adopted.

D.1.3. Energy consumption will be minimized through aspects of design and construction.

D.1.4. Renewable energy sources will be used where possible.

D.1.5. Water consumption will be measured, sources indicated, and measures to decrease overall consumption will be adopted.

D.1.6. Golf courses will be designed in conformity with Audubon Signature Program (ASP) for Golf Courses or equivalent, in order to reduce water consumption and contamination, as well as protect biodiversity.

D.2. REDUCING POLLUTION D.2.1. Greenhouse gas emissions from all sources controlled by the business will be measured, and procedures implemented to reduce and offset them as a way to achieve climate neutrality.

D.2.2. Sewage will be treated effectively and effluent monitored continuously.

D.2.3. Gray water will be treated effectively, and it will be possible to recycle or reuse it.

D.2.4. A solid waste management plan will be implemented, with quantitative goals to minimize waste that is not reused or recycled.

D.2.5. The use of harmful substances, including pesticides, paints, swimming pool disinfectants, and cleaning materials, will be minimized; substituted, when available, by innocuous products; and all chemical use will be properly managed.

D.2.6. The business will implement practices to reduce pollution from runoff, erosion, and soil contaminants.

D.2.7. The business will implement practices to reduce pollution from light at turtle nesting beaches.

D.3. CONSERVING BIODIVERSITY, ECOSYSTEMS, AND LANDSCAPES D.3.1. Wildlife species will only be harvested from the wild, consumed, displayed, sold, or internationally traded, as part of a regulated activity that ensures that their utilization is sustainable.

D.3.2. No captive wildlife will be held, except for properly regulated activities, and living specimens of protected wildlife species will only be kept by those authorized and suitably equipped to house and care for them.

D.3.3.The business will use native species for landscaping and restoration, and will take measures to avoid the introduction of invasive alien species.

D.3.4. The business will contribute to the support of biodiversity conservation, including supporting natural protected areas and areas of high biodiversity value.

D.3.5. Interactions with wildlife will not produce adverse effects on the viability of populations in the wild; any disturbance of ecosystems will be minimized, but should it occur, the ecosystem will be rehabilitated and there will be a compensatory contribution to conservation management.

E. THE PROJECT WILL MINIMIZE ITS NEGATIVE IMPACTS ON THE TOURISM DESTINATION.

E.1. Project development plans will comply with physical development plans, master plans, and tourism zoning regulations.

E.2. Projected increase in visitors from this project will not cause total visitor numbers in the destination to exceed visitor carrying capacity, as established by local, regional, or national authorities in physical development plans, master plans, and tourism zoning regulations.

E.3. Projected increase in rooms from this project will not cause total room numbers in the destination to exceed limits established by local, regional, or national authorities in physical development plans, master plans, and tourism zoning regulations.

E.4. Projected requirements for municipal services and infrastructure (water, sewage, garbage collection, police, road maintenance, etc.) will not exceed the capacity determined by local, regional, or national authorities in physical development plans, master plans, and tourism zoning regulations.

E.5. The business will pay the full operating cost of the municipal services it requires.

III. REAL ESTATE ACTIVITIES

F. REAL ESTATE ACTIVITIES ASSOCIATED WITH THE PROJECT WILL NOT HAVE NEGATIVE CONSEQUENCES FOR THE TOURISM DESTINATION AND THE LOCAL COMMUNITY.

F.1. The internal rate of return (IRR) of the total project will not depend on real estate transactions for financial viability.

F.2. All real estate sales, transfers, and rentals will be registered locally and at true market value.

F.3. Second homes will be added to the pool of hotel rooms and will be managed accordingly.

F.4. Houses, condominiums, and apartments, when they are part of a tourism development, will pay taxes and fees for municipal services regardless of whether they are primary or secondary homes.

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A.1. Sustainability management system

A.1.1. The company has established a sustainability management system for the design, construction, and operational phases of the project that takes into account environmental, sociocultural, quality, health, and safety issues.

A.3. Personnel training in sustainability.

A.3.1 A program will be designed and budgeted for periodic training of all personnel regarding their role in the management of environmental, sociocultural, health, and safety practices.

A.4. Buildings and infrastructure will be located, designed, and built sustainably.

A.4.1. Design and construction of buildings and infrastructure will comply with local zoning requirements.

D.1. CONSERVING RESOURCES

D.1.1. Purchasing policy will favor environmentally friendly products for building materials, capital goods, food, and consumables.

D.2. REDUCING POLLUTION

D.2.1. Greenhouse gas emissions from all sources controlled by the business will be measured, and procedures implemented to reduce and offset them as a way to achieve climate neutrality.

D.3. CONSERVING BIODIVERSITY, ECOSYSTEMS, AND LANDSCAPES

D.3.1. Wildlife species will only be harvested from the wild, consumed, displayed, sold, or internationally traded, as part of a regulated activity that ensures that their utilization is sustainable.