Clause 9

Clause 9. Project solution

Full text of the clause of the draft standard.

Draft national standard “Sustainable development of historic settlements. General requirements”, edition v7 of 2 October 2026. Until it is published by Rosstandart this is not an approved GOST R. The text is a guide to the draft, not a legal opinion and not a substitute for Federal Law No. 73-FZ or the state historical and cultural expert review. This English text is a translation of the Russian draft, not an adopted ISO standard.

9 Project solution

This Clause translates the vision (Clause 8) into a system of measures, projects and organizational actions. The target scenario and the target states (Clause 8), the refined objectives (5.4.2–5.4.4), the causes and the prioritization (7.10, 7.13) and the constraints of the assessment under 7.12 are used. The result is the target scenario of measures, the list of measures and the regulation on the objects planned for placement — the source data of the implementation plan (Clause 10).

This Clause does not replace the objectives, the data, the analysis and the vision, and does not establish the calendar, those responsible or the budget cycle of Clause 10. The intensity of detail is determined by 5.1.6.

9.1 General requirements for the project solution

9.1.1 Purpose of the project solution

The purpose of the project solution is to translate the vision of territorial development (Clause 8) into a system of measures, projects and organizational actions that secure the achievement of the sustainable development objectives of the historic settlement. The project solution determines what, where, when and under what conditions shall be implemented in order to pass from the current state of the territory to the target state described in the vision.

The preliminary system of objectives, the objectives refined on the basis of the analysis results, and the target scenario of territorial development of 8.5 are not reopened. The inertial forecast (7.9) and the target gap (8.4.3) are used as the basis and are not recalculated by this Clause.

9.1.2 Conditions, rather than a prescription of activity

The measures of the project solution shall be aimed at creating favourable conditions for the development of the territory: infrastructural, legal, institutional and informational, and not only at a detailed prescription of the functional use of objects and of the conduct of business (4.1.4). The desolation of territories and objects is determined above all by unfavourable conditions, including the condition of the infrastructure, and not by the absence of proposals for their functional use.

9.1.3 Fields of sustainable development

The project solution is formed by the four interrelated fields of Clause 4 and shall demonstrate a contribution to the objectives refined on the basis of the analysis results (5.4.2–5.4.4) without reproducing the system of objective-setting. Cultural heritage is positioned under 4.1.2. Measures that are incompatible with the subject of protection of the historic settlement or with the protection regimes of cultural heritage objects are not included in the project solution: the client of the documentation, together with the developer, records the exclusion in the justification of the choice.

9.1.4 Cross-sector character

The measures of the project solution are formed taking into account that the real model of the functioning of the territory does not coincide with a sectoral division and is cross-sectoral in character (4.5.5). For each measure the operational roles of the interested departments are recorded. When urban tasks and processes are decomposed, the cultural aspect is integrated into each element of the functional urban model.

9.1.5 Traceability of measures

Each measure of the project solution shall have a traceable link with:

a) the sustainable development objectives (5.4.2–5.4.4);

b) the identified problem fields and their causes (7.10, 7.13);

c) the elements of the vision of territorial development (Clause 8);

d) the principles of sustainable development (Clause 4).

The measures are related to the fields of iterative analysis (5.4.5).

9.1.6 Linkage to monitoring indicators

Each measure of the project solution is linked to measurable indicators from the system of sustainable development indicators (in accordance with Annex B; 4.5.7). Indicators shall assess the effect of the measures on the required systems and states, and not only the degree of their implementation, and shall illustrate the cross-sectoral effect.

9.1.7 The project solution as an element of a continual process

The project solution is not a final static document and is regarded as an element of a continual process of modelling, adaptation and improvement (4.1.3). The format of the project solution shall provide for dynamic updating.

9.1.8 Basing on factual data

The project solution is formed on the basis of the evidence base formed from the results of the analysis (7.13.3; 4.5.6). Decisions taken on the basis of incomplete data are accompanied by an assessment of the risks associated with the incompleteness of the information (5.8.3).

9.2 Scenarios of measures

This subclause establishes the scenarios of measures for the implementation of the target scenario of territorial development (8.5). Scenarios of territorial development are not established by this subclause.

9.2.1 Formation of scenarios of measures

At least two alternative scenarios of measures are formed that secure the achievement of the vision according to the target scenario of territorial development selected in 8.5. Each scenario of measures describes an integral system of measures and of the conditions of the transition from the current state to the target states (8.4).

The scenarios of measures differ by:

a) the volume and intensity of the measures;

b) the composition of the resources and the sources of financing;

c) the sequence and the institutional path of implementation;

d) the degree of transformation of the territory while the same image of the future is preserved;

e) the distribution of measures by the horizons of 5.5.1, item d).

The scenarios of measures take into account the prioritization of problem fields (7.13), the trends (7.8) and the resource possibilities (7.5.2, 7.5.6). The target gap of 8.4.3 is not recalculated: the scenarios of measures show by what set of measures it is closed.

9.2.2 Criteria for comparing scenarios of measures

When scenarios of measures are compared, the following are considered:

a) the contribution to the three groups of objectives of 5.4.2–5.4.4;

b) compatibility with the subject of protection of the historic settlement and with the protection regimes of cultural heritage objects (4.3.1, 4.3.8);

c) realism and resource provision: a retrospective analysis of expenditure by fields, and a comparison of the planned costs with the actual budget expenditure of recent years (7.5.2); if the cost of the measures exceeds the actual expenditure many times over and there is no justification of the sources of financing, the sustainability of the scenario of measures is called into question;

d) the taking into account of technological and social trends (7.8; 4.5.3);

e) the results of the assessment of effects on the subject of protection and of the additional impact assessment (7.12);

f) parity of cultural and financial value: when options are assessed, the effect on authenticity, integrity and the social fabric is taken into account, and not only the financial indicators (4.3.3);

g) the reversibility or irreversibility of effects and the presence of cumulative, secondary or synergistic effects (5.5.2).

The choice of the scenario of measures rests on the assessment of effects on the subject of protection (7.12.1) and on the additional impact assessment (7.12.2). A scenario of measures that is incompatible with the subject of protection is not adopted as the target scenario: the client of the documentation, together with the developer, records the exclusion or the revision in the justification of the choice. The option in which the effect is not produced is taken into account.

9.2.3 Participation of interested parties in the choice of the scenario of measures

The scenarios of measures are presented to the interested parties (5.2.1) for discussion and verification. The formats of participation range from information and consultations to the joint development of decisions (4.2.4). The results of the discussion are part of the evidence base for the quality of the choice. The scenarios of measures are verified with the target groups for conformity with the vision (Clause 8) and with the needs of those groups.

The participation of parties in the formation of the vision and in the choice of the target scenario of territorial development is established in 8.8 and is not reproduced by this clause. The system of measures is verified at this stage.

9.2.4 Determination of the target scenario of measures

The target scenario of measures is determined as the optimal set of measures for achieving the vision according to the target scenario of territorial development (8.5). The justification of the choice is documented, with an indication of:

a) the results of the comparison under 9.2.2;

b) the results of the discussion with interested parties (9.2.3);

c) the reasons for rejecting the alternative scenarios of measures.

Rejected scenarios of measures are retained in the documentation as reference material for a possible review if the conditions change (9.14).

9.3 Typology and formation of measures

9.3.1 Typology of measures

The measures of the project solution are classified by the following types. The specific composition is determined by the specific character of the historic settlement.

a) Infrastructure projects — capital investment in the construction, reconstruction and modernization of facilities of transport, engineering and utility, and social infrastructure. In planning, the possibility of modernizing existing facilities is assessed as an alternative to the construction of new ones, taking into account the expenditure on subsequent maintenance. The condition of the infrastructure is regarded as the determining factor of the viability of the territory (4.1.4).

b) Investment projects — projects implemented by investors and aimed at the creation, modernization or reconstruction of real-estate objects for the purpose of making a profit or of achieving another useful effect, including projects for the development of historic objects and territories. For each investment project the description, an estimate of the volume of investment, the sources of financing, the need for infrastructure and the organizational measures necessary for implementation are determined.

c) Organizational measures — management actions aimed at creating the conditions for the implementation of the vision and not requiring capital investment: a change in the regulatory framework, the creation of institutions and support mechanisms, the formation of coordination structures, the development of regulations and standards. They include measures to complete the formalization of the status of the historic settlement where it is insufficient (5.1.2).

d) Measures for the preservation and integration of heritage — measures aimed at the implementation of the objectives of 5.4.4: restoration and conservation of cultural heritage objects, regeneration of the historic environment, adaptive use of historic buildings, building up of historical and cultural potential through advance studies, formation of investment passports, filling of gaps in the record documentation of cultural heritage objects (7.3.6), coordination of state protection and development (4.5.4).

e) Measures for the development of human capital — measures aimed at the development of the competence of the population, of investors and of the professional community in the field of sustainable development and the preservation of heritage (5.2.3; 4.2.1). Education and the development of human capital rest on the processes of heritage preservation. The formation of a competent community is regarded as the precondition for that community itself determining the development of the environment (4.2.1, 4.2.4). Sustainable development is realized, among other things, through the development of human capital, and not only through direct measures for the transformation of the territory (4.2.1).

f) Measures for the formation of the brand and the positioning of the territory — measures aimed at securing the demonstration of the contribution of cultural heritage to the development of territories and of human capital (4.4.1); the formation of the brand of the territory on the basis of the interpretation of historical experience, which may act as an umbrella for local production (4.4.3); the integration of heritage into functional processes and the creative economy (4.4.4).

g) Environmental measures — measures aimed at achieving landscape quality objectives for all landscapes of the territory of the historic settlement (4.2.2; 5.4.4, item f); an improvement in resource efficiency; the preservation and restoration of biodiversity and ecosystem services (5.4.3, item b, 5.4.3, item d). The climatic parameters of the territory are taken into account as a factor of the condition of the historic environment (7.6.3) without the introduction of separate mandatory climate requirements.

9.3.2 Cross-sector character of measures

When measures are formed, their cross-sector character is ensured, with the operational roles of the interested departments recorded (4.5.5). For each measure the principal person responsible, the co-implementers from related sectors and the coordination mechanism are determined. When urban tasks and processes are decomposed, the cultural aspect and the potentials of heritage are integrated into each element of the functional urban model. One measure may belong to several types of 9.3.1.

9.3.3 Requirements for the formulation of measures

Measures are formulated predominantly as the creation of conditions and the achievement of target states, and not as a detailed prescription of specific actions and of functional use (4.1.4). For each measure the following are indicated:

a) the name and the description;

b) the type of measure (9.3.1);

c) the link with the objectives (5.4.2–5.4.4), the problem fields (7.13) and the elements of the vision (Clause 8);

d) the expected effect and the monitoring indicators (in accordance with Annex B);

e) the time horizon: short-term — up to and including 3 years, medium-term — over 3 and up to and including 6 years, long-term — over 6 years (5.5.1, item d; 8.4.1);

f) the spatial reference;

g) the person responsible and the co-implementers;

h) the indicative cost and the sources of financing.

When measures are formed, forecast technological and social changes are taken into account (4.5.3).

9.4 Requirements for measures and the principles of selection and ranking

9.4.1 Requirements for measures

The measures of the project solution shall:

a) ensure the measurability of the expected effect through linkage to monitoring indicators (in accordance with Annex B);

b) be referenced to the time horizons (5.5.1, item d);

c) provide for an assessment of the reversibility or irreversibility of their effects;

d) be compatible with the subject of protection of the historic settlement and with the protection regimes of cultural heritage objects;

e) make it possible to cascade and translate them to different spatial levels: block, settlement, agglomeration — through the spatial instruments of the territorial model (4.5.1);

f) be implementable taking into account the resources and powers available (5.5.2).

9.4.2 Criteria for the selection of measures

In the selection of measures the criteria of 5.5.2 are applied, taking into account the additional requirements:

a) conformity with the spatial priorities of the documents of strategic planning (5.5.3);

b) orientation towards the achievement of targets;

c) orientation towards the removal of infrastructural constraints;

d) assistance in the implementation of adopted federal decisions;

e) implementability of the measures taking into account the resource possibilities of the territory.

For each measure the link with the tasks, the problems and the identified opportunities is explicitly related, with an indication of which measure will affect them and how.

9.4.3 Integral index for the ranking of measures

It is recommended that the ranking of measures be carried out on the basis of an integral index having the following components:

a) economic effectiveness — the multiplicative effect of implementation: the creation of jobs, an increase in tax receipts, an increase in the gross product of the territory, the attraction of extra-budgetary investment;

b) social significance — the effect on the reduction of the deficit of infrastructure facilities, an improvement in the accessibility of services, and the meeting of the needs of residents identified from the results of sociological studies;

c) resource provision — the availability of land plots, engineering and transport infrastructure and other resources required for implementation;

d) significance for the preservation and integration of heritage — the contribution of the measure to the preservation of the subject of protection, the building up of historical and cultural potential, and the integration of the socio-economic value of heritage into urban processes.

The values of the indicators within each component are brought into a comparable form using the method of normalization. Measures that make it possible to achieve the greatest effect at the smallest volume of costs are treated as priority measures.

9.4.4 Verification of the realism of measures

A retrospective analysis of expenditure by fields is a mandatory instrument for verifying the realism of the project solution (7.5.2). If the cost of the proposed measures exceeds the actual expenditure in the corresponding field over recent years by several times or by an order of magnitude, and there is no justification of the sources of financing, the sustainability of the measures is called into question.

When projects for the construction of new infrastructure facilities are considered, the possibility of modernizing existing facilities is assessed, taking into account the expenditure on subsequent maintenance. When the need for financing is determined, the cost of similar measures that have been implemented or are in the process of implementation is taken into account.

9.4.5 Verification with target groups

The results of the selection and prioritization of measures are verified with the target groups of interested parties for conformity with the vision of territorial development and with the needs of those groups (4.2.4). The results of the verification are documented as part of the evidence base for the quality of the project solution.

9.4.6 Assessment of the effect of measures on the subject of protection and the additional impact assessment

Before a selected measure is included in the project solution, the assessment of effects on the subject of protection of the historic settlement is carried out (7.12.1). A measure that is incompatible with the subject of protection is not included in the project solution: the client of the documentation, together with the developer, records its exclusion or revision in the justification of the choice (9.1.3).

The additional cultural heritage impact assessment is then carried out (7.12.2). A substantial indirect effect leading to the degradation of the subject of protection or of the historic environment requires the application of the mitigation hierarchy (4.3.6) or a revision before the measure is included in the project solution. Mitigation measures are recorded before the measure is included in the project solution. At the stages of implementation and monitoring the assessment is carried out iteratively (10.5.2, 11.7.4, 12.4.3). In mode A the assessment under this clause is carried out for the priority projects of the master plan (7.12.3).

9.4.7 Extension of the detail of Clauses 10–12 according to the composition of measures

The composition and scale of the selected measures are the basis of the step of the second stage of determining the depth of development of the documentation (5.1.6, item b). If the composition of the measures affects the subject of protection of the historic settlement, the detail of Clauses 10–12 is extended. A repeated full cycle of Clauses 5–12 is not carried out. A change in the depth of development is drawn up as a supplement to the assignment of 5.8.

9.5 Integration of heritage into the project solution

9.5.1 Adaptive use of historic buildings

The project solution includes measures for the adaptation of cultural heritage objects for modern use (3.1.17; Article 44 of Federal Law No. 73-FZ [1]) and for the adaptive use of historic buildings that are not cultural heritage objects (3.2.6), with minimal intervention in the authentic material fabric, a functional content that secures economic viability, and integration into contemporary socio-economic processes (4.4.4). For each object or group of objects the permissible kinds of use are determined, taking into account the subject of protection, the technical condition and the investment attractiveness.

9.5.2 Regeneration of the historic environment

The project solution includes a system of measures for the regeneration of the historic environment on the basis of the results of the analysis of zones of possible regeneration (7.3.4; 4.3.12; 5.4.4, item d). For each zone of regeneration the following are determined:

a) detailed requirements for regeneration, taking into account the subject of protection;

b) the permissible parameters of new construction: height, density, scale, materials, silhouette, morphotype;

c) an analysis of the necessity and the possibility of updating the constraints under the conditions of protection of cultural heritage objects;

d) the expected effect of regeneration for the historic environment, the economy and the social life of the territory.

Regeneration is aimed at restoring the integrity of the historic environment, including the ordinary historic built fabric. A cluster of investment lots does not replace the regeneration of the historic environment.

9.5.3 Investment passports and lots

The project solution may provide for the formation of a hierarchical system of investment passports: from the level of a single cultural heritage object to the level of a historic district and of the historic settlement (4.4.5; 5.4.4, item c). An object investment passport is the lower level of the hierarchy and does not replace the passport of a historic territory or the preliminary selection of lots within the project solution.

An investment passport includes the technical and economic parameters of the object or the territory, the organizational and legal particulars, information on encumbrances, an estimate of the volume of investment and a description of the investment conditions. The completeness of the record documentation — an approved subject of protection, cadastral data, protection obligations, a technical condition report, information on encumbrances — is regarded as a mandatory condition of bringing cultural heritage objects into economic use. Transparency of the technical and economic parameters and the accessibility of information on the investment readiness of objects in open information resources are ensured.

The cluster of lots is joined to the layering of the historic urban landscape and to the subject of protection of the historic settlement, and not only to the sale of objects (4.3.4). Object indicators — the number of passports, the filling of the catalogue, the volume of extra-budgetary investment — do not replace the sustainable development indicators (in accordance with Annex B) and do not cancel the prohibition on reducing heritage to real estate or to tourism.

The bringing of objects into economic use is checked under 5.4.4, item i). The digital catalogue of investment proposals belongs to open data and does not replace the information system (11.6; 6.9.4). The plan for bringing cultural heritage objects into economic use is used as source data of the analysis (6.5, 7.5) and does not replace the project solution.

9.5.4 Coordination of state protection and development

The project solution includes measures to secure the coordination of the state protection of heritage and the development of the territory (4.5.4):

a) the separation of the powers to identify, determine and record value characteristics and to regulate;

b) measures to complete the formalization of the status of the historic settlement where it is insufficient: approval of the boundaries and of the subject of protection, development of requirements for urban-planning regulations (5.1.2);

c) measures to fill the gaps in the record documentation of cultural heritage objects identified in the analysis (7.3.6);

d) an analysis of the viability of the urban model functioning under the established constraints of the historic settlement.

The documentation of the historic settlement is not replaced by this Clause. Recommendations on the development of the documentation of the historic settlement in conjunction with the development and implementation of sustainable development documentation are given in Annex D.

9.5.5 Building up historical and cultural potential

The project solution includes measures for building up historical and cultural potential (4.3.10; 5.4.4, item a):

a) systematic advance studies to identify new attributes of historical and cultural value;

b) the identification, documentation and use of intangible heritage: practices, ways of life, crafts, traditions, the historical experience of the development of the territory — as a potential for the harmonious development of the person, the environment and the economy (4.3.5; 5.4.4, item e);

c) the creation of spatial conditions for the transmission of practices: places, routes and public spaces of occurrence; the participation of bearer communities; intangible heritage is not reduced exclusively to tourism and to other kinds of activity oriented towards the extraction of income;

d) the building up of the potential of heritage as an instrument for securing parity of the historical and cultural potential of the territory and of the potential of ordinary development projects on the territory.

9.5.6 Positioning of heritage and formation of the brand of the territory

The project solution includes measures for the integration of the socio-economic value of heritage into urban industries and functional processes while ensuring the preservation of heritage (4.4.1, 4.4.4; 5.4.4, item b). The measures cover:

a) the positioning and branding of the territory on the basis of the interpretation of historical experience; the brand of the territory may act as an umbrella for local production (4.4.3);

b) social value and the development of human capital;

c) economic value;

d) the formation of a comfortable urban environment;

e) the strengthening of the potential of heritage.

The structure of the argument of 4.4.1 is not reproduced by this clause. The elements indicated are explicitly presented in the project solution. The role of heritage as an institution of public trust is taken into account (4.4.2).

9.5.7 Quality of interventions in the historic environment

The project solution establishes requirements for the quality of any intervention in the historic environment as a multidimensional characteristic that includes the environmental, cultural, social and economic dimensions (4.3.7). The requirements include:

a) the quality of the architectural environment as a condition of sustainable development; high architectural quality is regarded as the basis for the capitalization of historic territories;

b) requirements for the design code and the rules of improvement of the public realm: silhouette, scale, materials and detailing of new development as an instrument for maintaining the visual and landscape characteristics (7.4.2);

c) requirements for the spatial-volumetric concept of the development of the territory;

d) conformity with the principles of recognized international charters and recommendations in the field of heritage protection;

e) requirements for the protection of the setting and the context of heritage, including visual openings, panoramas and spatial links (4.3.6).

It is recommended that the quality of interventions be checked against interrelated criteria of the quality of the built environment, covering governance, functionality, the environment, the economy, diversity, context, the identity of the place and aesthetic quality. The number and the wording of the criteria are not established by this standard: the final set is determined by the developer of the documentation, taking into account the specific character of the territory, and may be refined. The framework indicated is not the only one and does not replace the subject of protection, the protection regimes of cultural heritage objects or the assessment under 7.12.

9.6 Provisions on objects planned for placement

The provisions are formed on the basis of the outcomes of determining the target scenario of measures (9.2.4), of forming and selecting measures (9.3, 9.4) and of heritage integration (9.5). The provisions ensure implementation of the project solution in territorial planning documents. The spatial image of the vision (8.3.5) is not reproduced by this subclause.

The provisions contain proposals for territorial planning documents and for urban-planning zoning and do not approve the information, the composition and the standards the establishment of which is assigned by legislation on urban-planning activity to those documents. The proposals are taken into account when the relevant documents are prepared and updated in the manner established by the Urban Planning Code of the Russian Federation [3].

In mode A, the information in 9.6.1 and in 9.6.2, item a), is included in the provisions on territorial planning of the master plan; the schematic maps in 9.6.3 are included in the maps of the master plan. The protection layers (9.6.3, items b) and h)) are shown on the maps of the master plan or in its conceptual part. The proposals in 9.6.2, items b)–f), 9.6.4 and 9.6.5 are included in the implementation plan. In mode B, the information in this subclause constitutes proposals for the general plan or the master plan and for the land use and development rules.

9.6.1 Composition of the information

The provisions on objects planned for placement include:

a) information on the types, purposes and names of objects of regional and local significance planned for placement, including their main characteristics and location;

b) information on objects of federal significance, objects of regional significance and objects of local significance planned for placement, in accordance with the approved territorial planning documents;

c) a description of the characteristics that ensure achievement of the objectives of sustainable development.

The provisions include conclusions on the following areas: territories of development to be retained, reconstructed and planned; centers of business and leisure activity, priority public spaces; prospective directions of spatial development; parameters of the development of social infrastructure, engineering and utility infrastructure and transport infrastructure; conceptual proposals for improving the architectural appearance and enhancing the quality of the living environment.

9.6.2 Need to change urban-planning documentation

The provisions include:

a) information on the need to change the boundaries of settlements (inhabited localities);

b) information on the need to change functional zones;

c) information on the need to change territorial zones and urban-planning regulations, including urban-planning design standards;

d) information on the boundaries of territories in respect of which integrated development of the territory is provided for, including calculated indicators;

e) requirements for the architectural and urban appearance of capital construction objects;

f) information on the conformity of functional zones, territorial zones and types of permitted use of land plots.

When the boundaries of objects planned for placement are determined, the existing boundaries of functional and territorial zones are used where possible, in order to simplify subsequent adjustment of the general plan or the master plan and of the land use and development rules. The placement of objects shall be compatible with the subject of protection of the historic settlement (7.12.1); placement that strengthens the perception of the elements of the subject of protection should be used.

9.6.3 Schematic maps

Schematic maps of the territory with existing, planned and proposed objects are attached to the provisions, including:

a) schemes of the current use of the territory showing functional zones, including planned changes, specially protected natural areas, and objects of federal, regional and local significance;

b) a scheme of zones with special conditions for the use of territories, showing restrictions on the urban-planning development of the territory;

c) a schematic map of current investment projects and of investment projects planned for implementation, including those with infrastructure restrictions;

d) a schematic map of proposed investment projects aimed at realizing the potential of the territory and the target scenario of measures;

e) schemes of social infrastructure objects indicating transport accessibility zones;

f) transport schemes;

g) schemes of the engineering infrastructure of the territory;

h) a scheme of the protection zones of cultural heritage objects and of the boundaries of the historic settlement.

9.6.4 Requirements for architectural and urban appearance

The provisions include requirements for the architectural and urban appearance of capital construction objects on the territory of the historic settlement. Where necessary, sketches and visualizations of project solutions are attached. The spatial-volumetric concept for the development of the historic territory determines the degree of detail of the requirements for the silhouette, scale, materials and style of new development (9.5.7).

9.6.5 Requirements for improvement of the public realm and planting

The provisions include requirements for improvement of the public realm and planting of the territory of the historic settlement. The requirements ensure achievement of landscape quality objectives, including everyday landscapes and landscapes in need of recovery (4.2.2; 5.4.4, item f), and compatibility with the subject of protection, visual-landscape characteristics and the load on historic territories (4.3.11). The requirements of 9.5.7 are not reproduced by this clause.

9.7 Spatial model of the project solution

9.7.1 Linking of measures to spatial levels

Measures of the project solution are linked to spatial levels in accordance with 5.3.1: an urban block or a district; the historic settlement as a whole; a functional territory or an agglomeration. The level of detail of the measures increases from the upper level to the lower level. When the spatial linkage is determined, functional links with adjacent territories are taken into account: transport, economic, landscape, tourist and socio-cultural links (5.3.1). No obligations are set in the context zone (5.3.2).

9.7.2 Cascading of targets

Targets are transmitted to various types of architectural and planning formations through the spatial instruments of the territorial model (4.5.1). Mapping of the values of residents, and taking those values into account, are ensured. Modeling of the search for a balance in terms of values and objectives is carried out within the information system of the territory (4.1.3; 4.5.11).

9.7.3 Geoinformation referencing

Measures of the project solution that can be spatially localized are linked to a single spatial model of the territory built on a single electronic cartographic base (6.9.1). Compatibility with state information systems for urban-planning activity and with other information systems used for territorial management is ensured (6.9.1). The format of the spatial model makes it possible to model urban-planning decisions by volumes, types of investment and sources of financing (4.4.7).

Requirements for the information system for implementation management and for the territorial digital twin are established by Clause 11.

9.8 Financial and investment justification of the project solution

9.8.1 Estimation of the cost of measures

The amount of the costs of implementing the measures is established on the basis of aggregated construction price indicators brought to the current price level (4.4.7). In the absence of suitable aggregated indicators, data on the cost of similar measures that have a positive expert review conclusion may be used.

9.8.2 Determination of sources of financing

For each measure, the sources of financing are determined: funds of the federal, regional and local budgets; extra-budgetary investment; funds of development institutions; other sources. When the sources of financing are determined, the question of attracting extra-budgetary investment is elaborated. An assessment of the ratio of the volume of budgetary financing to extra-budgetary investment is ensured. The list of measures whose implementation is provided for from budgetary funds is formed on the basis of the forecast budget balance, including expenditure on the subsequent maintenance of the infrastructure objects to be created.

9.8.3 Correlation with budgetary capacity

The cost of the measures of the project solution is correlated with the actual budgetary capacity of the territory (7.5.6). Retrospective analysis of expenditure by area (9.4.4) serves as a tool for checking the realism of the financial model.

9.8.4 Optimization to the criteria of development institutions

The project solution considers the possibility of optimizing measures to the financing criteria of federal and regional development institutions. Compatibility of the format of the documentation with the requirements of the relevant programs and support mechanisms is ensured.

9.8.5 Formation of blocks of measures by the degree of confirmation of financing

Measures of the project solution are structured by blocks:

a) current and planned investment projects, as well as adopted federal decisions;

b) infrastructure projects proposed for implementation;

c) organizational measures necessary for the implementation of infrastructure and investment projects;

d) proposed investment projects aimed at realizing the potential of the territory and the target scenario of measures, but not yet confirmed;

e) infrastructure projects necessary for the implementation of the proposed investment projects;

f) organizational measures necessary for the implementation of the proposed investment projects.

For each measure, the volume of confirmed and of unconfirmed financing is indicated. The breakdown by stages, budget items and the calendar is established by Clause 10.

9.9 Pilot projects

9.9.1 Pilot projects as a method of tuning

The implementation of pilot projects is regarded as a method of checking and tuning project solutions for sustainable development before they are scaled to the entire territory of the historic settlement (4.5.8). Pilot projects make it possible to verify hypotheses about the causes of negative conditions (7.10), to trial organizational mechanisms, to assess the reaction of interested parties and to adjust approaches.

9.9.2 Criteria for selecting pilot territories and objects

When pilot territories or objects are selected, the following are taken into account:

a) the presence of the most acute or characteristic problem fields identified in the analysis (7.13);

b) the possibility of obtaining results in the short term;

c) the representativeness of the territory or object for subsequent scaling;

d) the presence of interested parties ready to participate in implementation;

e) a permissible scale of risks.

9.9.3 Feedback mechanism

On the basis of the results of the implementation of pilot projects, the following are ensured:

a) an assessment of the actual effects and their comparison with the expected effects;

b) documentation of the experience gained and of the lessons learned;

c) adjustment of the relevant measures of the project solution;

d) dissemination of successful practices.

The results of pilot projects are included in the evidence base for the subsequent updating of the project solution (9.14).

9.10 Consistency with territorial planning documents

9.10.1 Consistency with documents in force

The project solution ensures consistency with the master plan (if any), the general plan, the land use and development rules, territorial planning schemes, territory planning projects and other documents of territorial planning and urban-planning zoning (4.3.8, 4.5.4). In mode A, consistency is ensured by including the decisions of the sustainable development documentation in the master plan. Where contradictions are identified between the measures of the project solution and the documents in force, the actions necessary to eliminate them are determined. The results of the analysis of the regulatory and legal framework are used (7.7).

9.10.2 List of documents subject to updating

The project solution may include a list of documents of territorial planning, of urban-planning zoning, of documentation on the protection of cultural heritage objects and of other documents subject to development or updating for the implementation of sustainable development measures. The general plan is among the territorial planning documents. For each document, the content of the necessary changes, those responsible, the time limits, the basis and the procedure for development or updating are determined. The list includes proposals for amendments to the general plan and to the land use and development rules. In mode A, the list of documents subject to updating includes the land use and development rules and previously approved territory planning projects within the boundaries of the historic settlement whose decisions are incompatible with the subject of protection of the historic settlement. Conformity of functional zones, territorial zones and types of permitted use of land plots is ensured.

9.11 Participation of interested parties in forming the project solution

9.11.1 Involvement of interested parties

Interested parties are involved in forming and assessing the measures of the project solution (4.2.4). Groups of interested parties identified in accordance with 5.2.1 participate. The formats of participation range from informing and consultation to the joint elaboration of decisions on key areas of the territory. The results of participation are part of the evidence base for the quality of the project solution. Preparation of the document before residents are involved shall not be permitted (4.2.1).

9.11.2 Development of competence as a prerequisite for participation

The development of the competence of the population, investors and municipal employees in the field of sustainable development and heritage preservation is regarded as a prerequisite for effective participation in forming the project solution (5.2.3; 4.2.1). Measures of the project solution for the development of human capital (9.3.1, item e) are enabling for the other types of measures.

9.11.3 Integration of local initiatives

The project solution takes into account local initiatives of interested parties identified in the process of forming the vision (8.8) and of participation in the choice of the scenario of measures (9.2.3). Integration of local initiatives increases the implementability and stability of the project solution. The process of interaction is documented, with a record of the composition of the participants, the formats of interaction and the decisions taken.

Bearer communities of intangible heritage participate in forming measures that create spatial conditions for the transmission of practices (9.5.5).

9.12 Quality matrix of the project solution

9.12.1 Quality matrix by life-cycle stages

The project solution is accompanied by a quality matrix that defines quality indicators by the life-cycle stages of measures: planning, design, construction, operation (4.5.7; 4.3.7). The indicators include the preservation of the value characteristics of the heritage and of the historic environment, the accessibility of cultural heritage objects, the participation of communities, environmental indicators and social indicators. The quality matrix ensures control of the conformity of the measures being implemented with the principles and objectives of sustainable development at each stage.

The quality of interventions in the historic environment should be checked against the quality criteria for the built environment (9.5.7). Assessment under 7.12 is not replaced by the quality matrix (9.4.6).

9.13 Requirements for documenting the project solution

9.13.1 Composition of the documentation

The project solution is documented as comprising:

a) a justification of the choice of the target scenario of measures (9.2.4);

b) a list of measures with characteristics in accordance with 9.3.3;

c) the results of the selection and ranking of measures (9.4);

d) the provisions on objects planned for placement (9.6);

e) the spatial model (9.7);

f) the financial and investment justification (9.8);

g) the quality matrix (9.12).

The documentation provides the initial data for the implementation plan (Clause 10) and for monitoring (Clause 12). The documentation shall be updated and made available for use by interested parties (4.5.10). In mode A, the composition of the documentation is distributed among the parts of the master plan (5.1.4, Annex E).

9.13.2 Traceability

The documentation ensures full traceability: for each measure, the link "measure — objective (Clause 5) — problem field (7.13) — element of the vision (Clause 8) — principle (Clause 4)" is traced. The results of the assessment under 7.12 (9.4.6) and of verification with target groups (9.4.5) are documented.

9.13.3 Public version of the project solution

A public version of the project solution is formed — an accessible account of the proposed measures for the target groups (8.9.2). The public version is accompanied by visualization: schematic maps of the measures, visualizations of the key transformations, and interactive maps where technical capability exists.

9.13.4 Structured results

The results of the Clause that are included in its documentation (9.13.1) are presented in the form of structured data in machine-readable form (8.9.5).

9.14 Adaptability of the project solution

9.14.1 Mechanism of review and updating

The adaptability of the project solution is ensured by the mechanism for the review and updating of objectives under 5.7 (the PDCA cycle (Plan–Do–Check–Act), grounds for review). Updating presupposes not only the adjustment of existing measures, but also the development of new ones.

9.14.2 Grounds for review

The grounds for review of the project solution are the events specified in 5.7.2 for the review of objectives, as well as the results of the implementation of pilot projects (9.9.3), the results of the assessment under 7.12 that have revealed unforeseen consequences, and the review of the vision (8.10). In mode A, the project solution is reviewed when changes affecting the historic settlement are made to the master plan, with an assessment under 7.12.3.

9.14.3 Ensuring continuity

When the project solution is updated, continuity is ensured and the loss of previously achieved agreements, verified measures and the accumulated evidence base shall not be permitted, while adaptability to new conditions is maintained. When the project solution is reviewed, the renewed involvement of interested parties is ensured (9.11). Rejected scenarios of measures under 9.2.4 may be returned to consideration if conditions change.