Mechanical products - Methodology for reduction of environmental impacts in product design and development

This document describes a methodology for reducing the overall environmental impact through product design and development that is tailored to mechanical products as defined in 3.1.
This methodology is particularly well suited to the redesign of an existing product; it can also be applied for the design of a new product provided the necessary assumptions regarding a (virtual) reference product are taken.
It addresses companies which have decided to integrate an ecodesign approach to optimise environmental impacts within the product life cycle, in relation to the other product aspects, such as functionality, quality, costs, etc.
It also helps to meet some requirements of ISO 14001:2015 on the integration of environmental aspects in the design of products.
NOTE 1   This document targets persons who are directly involved in the design and development of mechanical products, as well as managers responsible for defining corporate policies, and decision-makers. The proposed methodology is intended to kick-start ecodesign initiatives within companies as part of a teaching and continuous improvement approach.
This document also includes a template that companies can use as part of the communication on their environmental approach.
This document is neither intended nor suitable to compare products (even similar) of different suppliers.
This document is neither intended nor suitable for product certification purposes.
NOTE 2   An example of implementation of the methodology is given in Annex D; the basic principles for the establishment of this method are given in Annex E.

Mechanische Produkte - Methodik zur Verminderung der Umweltauswirkungen bei Produktgestaltung und Entwicklung

Dieses Dokument beschreibt eine Methodik zur Verminderung sämtlicher Umweltauswirkungen durch Produktgestaltung und  entwicklung, die auf mechanische Produkte, wie unter 3.1 festgelegt, abgestimmt ist.
Diese Methodik ist besonders gut geeignet, ein schon vorhandenes Produkt neu zu gestalten; sie kann gleichfalls unter der Voraussetzung, dass die notwendigen Schlussfolgerungen hinsichtlich eines (virtuellen) Referenzprodukts gezogen wurden, auf die Gestaltung eines neuen Produkts angewandt werden.
Es richtet sich an Unternehmen, die sich zur Verringerung der Umweltauswirkungen im Verhältnis zu anderen Produktaspekten wie Funktionalität, Qualität, Kosten usw. für die Einbeziehung des Ansatzes der umweltverträglichen Gestaltung in den Produktlebenszyklus entschlossen haben.
Es unterstützt ebenfalls dabei, einige der Anforderungen von ISO 14001:2015 zur Integration von Umweltaspekten bei der Produktgestaltung zu erfüllen.
ANMERKUNG 1   Dieses Dokument richtet sich sowohl an Personen, die unmittelbar in die Gestaltung und Entwicklung mechanischer Produkte einbezogen sind, als auch an Leitungspersonal, das für die Festlegung der Unternehmensrichtlinien verantwortlich ist, sowie an Entscheidungsträger. Die vorgeschlagene Methodik soll innerhalb von Unternehmen als Teil eines Ansatzes von Lernen und kontinuierlichem Entwickeln Initiativen zur umweltverträglichen Produktgestaltung auslösen.
Dieses Dokument enthält weiterhin eine Dokumentvorlage, die Unternehmen als Teil der Kommunikation ihres umweltbezogenen Ansatzes verwenden können.
Dieses Dokument ist für den Vergleich von Produkten verschiedener Lieferanten (selbst wenn diese ähnlich sind) weder ausgelegt noch geeignet.
Dieses Dokument ist für Produktzertifizierungszwecke weder ausgelegt noch geeignet.
ANMERKUNG 2   Ein Beispiel für die Umsetzung der Methodik ist in Anhang D aufgeführt; die Grundprinzipien bei der Umsetzung dieses Verfahrens sind in Anhang E aufgeführt.

Produits mécaniques - Méthodologie de réduction des impacts environnementaux à la conception et au développement des produits

Le présent document décrit une méthodologie de réduction de l'impact environnemental global d’un produit par le biais de sa conception et de son développement, qui est adaptée aux produits mécaniques, tels que définis en 3.1.
Cette méthodologie est particulièrement adaptée à la re-conception d’un produit existant et peut également s’appliquer à une nouvelle conception sous réserve de formaliser les hypothèses nécessaires concernant le produit de référence (virtuel).
Elle s’applique aux entreprises ayant décidé d’intégrer une démarche d’écoconception en vue d'optimiser, durant le cycle de vie de leurs produits, les impacts environnementaux liés aux autres aspects des produits, tels que la fonctionnalité, la qualité, les coûts, etc.
Elle permet également de satisfaire à certaines exigences de l’ISO 14001:2015 sur l’intégration d’aspects environnementaux à la conception des produits.
NOTE 1   Le présent document s’adresse aux personnes directement impliquées dans la conception et le développement de produits mécaniques ainsi qu’aux responsables de la définition des politiques d’entreprise et aux décideurs. La méthodologie proposée a pour but d'initier des démarches d'écoconception au sein de l'entreprise dans un cadre d'apprentissage et d'amélioration continue.
Le présent document comprend également un modèle que l’entreprise peut utiliser dans le cadre de sa communication sur sa démarche environnementale.
Le présent document n'est pas destiné et n’est pas adapté à la comparaison de produits (même similaires) de différents fournisseurs.
Le présent document n'est pas destiné et n’est pas adapté à la certification de produits.
NOTE 2   Un exemple de mise en oeuvre de la méthodologie est donnée en Annexe D ; les principes de base sur lesquels est basée cette méthode sont donnés en Annexe E.

Proizvodi strojne in kovinskopredelovalne industrije - Metodologija za zmanjšanje vplivov na okolje pri načrtovanju in razvoju proizvodov

General Information

Status
Published
Public Enquiry End Date
09-Sep-2019
Publication Date
10-Jan-2021
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
12-Nov-2020
Due Date
17-Jan-2021
Completion Date
11-Jan-2021

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SLOVENSKI STANDARD
SIST EN 16524:2021
01-februar-2021
Nadomešča:
SIST-TS CEN/TS 16524:2014
Proizvodi strojne in kovinskopredelovalne industrije - Metodologija za zmanjšanje
vplivov na okolje pri načrtovanju in razvoju proizvodov
Mechanical products - Methodology for reduction of environmental impacts in product
design and development
Mechanische Produkte - Methodik zur Verminderung der Umweltauswirkungen bei
Produktgestaltung und Entwicklung
Produits mécaniques - Méthodologie de réduction des impacts environnementaux à la
conception et au développement des produits
Ta slovenski standard je istoveten z: EN 16524:2020
ICS:
13.020.10 Ravnanje z okoljem Environmental management
21.020 Značilnosti in načrtovanje Characteristics and design of
strojev, aparatov, opreme machines, apparatus,
equipment
SIST EN 16524:2021 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN 16524:2021

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SIST EN 16524:2021


EN 16524
EUROPEAN STANDARD

NORME EUROPÉENNE

November 2020
EUROPÄISCHE NORM
ICS 13.020.10 Supersedes CEN/TS 16524:2013
English Version

Mechanical products - Methodology for reduction of
environmental impacts in product design and
development
Produits mécaniques - Méthodologie de réduction des Mechanische Produkte - Methodik zur Verminderung
impacts environnementaux à la conception et au der Umweltauswirkungen bei Produktgestaltung und
développement des produits Entwicklung
This European Standard was approved by CEN on 24 August 2020.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.





EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 16524:2020 E
worldwide for CEN national Members.

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SIST EN 16524:2021
EN 16524:2020 (E)
Contents Page
European foreword . 4
Introduction . 5
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 7
4 Symbols and abbreviations .10
5 Overview of the framework for the methodology (Preparatory step 0: strategic
analysis) .10
5.1 General .10
5.2 Preparatory step 0: strategic analysis at company level .11
5.2.1 Objective .11
5.2.2 Procedure.12
5.2.3 Documentation of the preparatory step 0 .12
6 Description of the methodology .12
6.1 General .12
6.2 Step 1: determination of the scoring of the environmental aspects of the reference
product .14
6.2.1 Objective .14
6.2.2 Procedures.15
6.2.3 Documentation of Step 1 .20
6.3 Step 2: selection/ranking of design options .20
6.3.1 Objective .20
6.3.2 Procedure.20
6.3.3 Documentation of Step 2 .21
6.4 Step 3: Choice of suitable DO and EA indicators related to the reference product .21
6.4.1 Objective .21
6.4.2 Procedure.22
6.4.3 Documentation of Step 3 .22
6.5 Step 4: evaluation of the redesign using DO and EA indicators .23
6.5.1 Objective .23
6.5.2 Procedure.23
6.5.3 Documentation of Step 4 .23
6.6 Step 5: Final assessment and consideration for future activities .23
6.6.1 Objective .23
6.6.2 Procedure.24
6.6.3 Documentation of Step 5 .24
7 Environmental claim .24
Annex A (normative) Environmental questionnaire .26
Annex B (normative) Analysis algorithm .35
Annex C (informative) Examples of design options for environmental improvement of the
product, and associated DO indicators and EA indicators .40
Annex D (informative) Example of implementation of the methodology .48
2

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SIST EN 16524:2021
EN 16524:2020(E)
D.1 General . 48
D.2 Step 1 . 48
D.2.1 Description of the reference product and the project perimeter . 48
D.2.2 Bill of Materials . 48
D.2.3 Environmental questionnaire . 51
D.2.4 Inputs to the algorithm . 57
D.3 Steps 2 and 3 . 63
Annex E (informative) Background of the algorithm . 67
E.1 Construction of the algorithm . 67
E.1.1 Overview . 67
E.1.2 Rules for environmental analysis . 67
E.2 Consideration of legislation . 75
Annex F (informative) Possible use of Life Cycle Assessment (LCA) for determining the
score of each EA . 76
Annex G (informative) Correspondence between EN ISO 14001 and EN 16524. 81
Bibliography . 85
3

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SIST EN 16524:2021
EN 16524:2020 (E)
European foreword
This document (EN 16524:2020) has been prepared by Technical Committee CEN/TC 406 “Mechanical
products - Ecodesign methodology”, the secretariat of which is held by AFNOR.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by May 2021, and conflicting national standards shall be
withdrawn at the latest by May 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes CEN/TS 16524:2013.
The main changes compared to CEN/TS 16524:2013 are as follows:
— the document is to be converted into a European standard;
— the link with EN ISO 14001 has been strengthened for users willing to comply with that international
standard;
— Clause 5 has been added to detail the preparatory step before implementing the methodology, which
consists of an overview of the framework and the methodology;
— the life cycle analysis (LCA) is only referred to as an example of existing data on the product, when
available; and
— the purpose of the Annex F on the possible use of life cycle assessment for determining the score of
each environmental aspect has been clarified.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland,
Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North
Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United
Kingdom.
4

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SIST EN 16524:2021
EN 16524:2020(E)
Introduction
Ecodesign methodologies can be divided into three types, depending on whether their purpose is the
environmental assessment of products, the environmental improvement of products or to enable the two
phases to be carried out during the same ecodesign project.
The environmental assessment phase of products in the ecodesign process can be an impediment for
companies (owing to need for expertise, time and resources). Therefore, the methodology discussed in
this document has been developed with the aim of helping designers to identify ways of improving the
environmental performance of a product without carrying out a complete environmental assessment of
the product (in terms of LCA).
Therefore, the approach consists for the company in restricting the scope of analysis to the characteristics
defined by the constraints of the product, which takes into account the technical factors of the product,
economic constraints, the practices of a company and its development strategies. Secondly, it consists of
exploring the potential for environmental improvement within this restricted field.
This document is intended to give companies, in particular small and medium enterprises (SMEs), a
pragmatic methodology to consider environmental aspects during their product design. It allows them
to:
— Identify the environmental aspects of a product, including but not limited to energy aspects;
— Reduce the environmental impact of a product, taking into account capabilities of the company;
— Inform clients and public authorities about the environmental improvement approach on a
mechanical product with this methodology (environmental claim).
The reduction of the environmental impact implies that the intended performance of the product (fitness
for use, durability, etc.) is maintained.
To implement this methodology, the company staff will have sufficient knowledge and expertise in
environmental issues; if not, external expertise can be addressed. When applying this methodology,
management of the company can enter a learning process with the aim of defining and/or confirming its
strategy for ecodesign, modifying its design process to enable the environmental issue to be taken into
account, and creating new knowledge.
The aim of this document is not to measure the actual environmental performance of a product, nor to
conduct a full life cycle assessment according to EN ISO 14040. Nevertheless, suitable data coming from
more detailed studies e.g. LCA, carbon footprint, etc. can be used as inputs for this methodology (see an
example in Annex F).
Figure 1 shows the relationship between this document and existing documents from ISO.
5

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SIST EN 16524:2021
EN 16524:2020 (E)

NOTE More specific methodologies can exist for specific mechanical products.
Figure 1 — Relationship between this document and existing ISO documents
This document can assist the company to comply with the requirement of EN ISO 14001 and the
recommendations of EN ISO 14006, to establish, implement and maintain a procedure to identify the
environmental aspects of its products.
This document is not intended to support or to demonstrate compliance with any specific implementing
measures of the Framework Directive 2009/125/EC (Energy-related Products). It can provide
methodologies for identifying the more relevant environmental aspects in order to propose alternative
design options to improve the environmental performance of the product.
This document is not intended for calculation of environmental footprint.
6

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SIST EN 16524:2021
EN 16524:2020(E)
1 Scope
This document describes a methodology for reducing the overall environmental impact through product
design and development that is tailored to mechanical products as defined in 3.1.
This methodology is particularly well suited to the redesign of an existing product; it can also be applied
for the design of a new product provided the necessary assumptions regarding a (virtual) reference
product are taken.
It addresses companies which have decided to integrate an ecodesign approach to optimize
environmental impacts within the product life cycle, in relation to the other product aspects, such as
functionality, quality, costs, etc.
It also helps to meet some requirements of EN ISO 14001:2015 on the integration of environmental
aspects in the design of products.
NOTE 1 This document targets persons who are directly involved in the design and development of mechanical
products, as well as managers responsible for defining corporate policies, and decision-makers. The proposed
methodology is intended to kick-start ecodesign initiatives within companies as part of a continuous improvement
approach.
This document also includes a template that companies can use as part of the communication on their
environmental approach.
This document is neither intended nor suitable to compare products (even similar) of different suppliers.
This document is neither intended nor suitable for product certification purposes.
NOTE 2 An example for the implementation of the methodology is given in Annex D; the background of the
algorithm used for this methodology is explained in Annex E.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at http://www.iso.org/obp
3.1
mechanical product
product manufactured by companies from mechanical engineering and metalworking industry
EXAMPLE Mechanical products such as capital goods (machinery, production systems, components), tools,
household goods, optical parts, measuring instruments.
3.2
reference product
existing product of the company to be re-designed, with the same intended use
Note 1 to entry: A similar product existing on the market, or the Technical Specification of a product can also be
used as a reference.
7

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SIST EN 16524:2021
EN 16524:2020 (E)
3.3
environmental aspect
EA
element of an organisation's activities or products or services that interacts or can interact with the
environment
Note 1 to entry: For this document, environmental aspects are categorized into Raw Materials acquisition,
Manufacturing, Use, Product End-of-life, Hazardous substances, Transport and distribution, Packaging.
[SOURCE: EN ISO 14001:2015, 3.2.2. Changes made to original terminological entry: abbreviation “EA”
has been added, note 1 and 2 to entry have been replaced by new note 1 to entry.]
3.4
design option
environmental design option
DO
measure intended to improve a specific environmental aspect within the product life cycle, in relation to
the other product aspects, such as functionality, quality, costs, etc.
3.5
scoring of environmental aspects
SEA
representation of the relative importance of the product's environmental aspects over its life cycle
Note 1 to entry: This SEA does not express the environmental performance of the product.
3.6
design option indicator
DO indicator
qualitative or quantitative indicator representative of a given design option, used to track this option
during the design phase
3.7
environmental aspect indicator
EA indicator
qualitative or quantitative indicator associated with a particular environmental aspect, as representative
as possible of this environmental aspect, used to keep a multi-criteria view of the environmental
performance of the product during its development
Note 1 to entry: “Multi-criteria view” means the consideration of all environmental aspects to avoid a shift of
impact (e.g. change of material can result in lower recyclability coefficient).
3.8
recoverability
ability of component parts, materials or both that can be diverted from an end-of-life stream to be
recovered
Note 1 to entry: See Figure 2.
[SOURCE: ISO 22628:2002, 3.9. Changes made to original terminological entry: Note 1 to entry has been
added.]
8

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SIST EN 16524:2021
EN 16524:2020(E)
3.9
recyclability
ability of component parts, materials or both that can be diverted from an end-of-life stream to be
recycled
Note 1 to entry: See Figure 2.
[SOURCE: ISO 22628:2002, 3.7. Changes made to original terminological entry: Note 1 to entry has been
added.]
3.10
material recyclability coefficient
r
percentage by mass (mass fraction in percent) of a material potentially able to be recycled
3.11
reusability
ability of component parts that can be diverted from an end-of-life stream to be exploited
Note 1 to entry: See Figure 2.

Figure 2 — Different kinds of exploitation at the end-of-life stage
3.12
ecodesign
integration of environmental aspects into product design with the aim of improving the environmental
performance of the product throughout its whole life cycle
[SOURCE: Directive 2009/125/EC]
3.13
project team
multidisciplinary team with recognized environmental competencies, supported by management, and
involving all corporate functions likely to be impacted
EXAMPLE R&D, Design Office, Purchasing, Manufacture, Logistics, Marketing, etc.
9

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SIST EN 16524:2021
EN 16524:2020 (E)
4 Symbols and abbreviations
The abbreviated terms necessary for the understanding of this document are the following:
BOM Bill Of Materials or equivalent technical description of the product
DO Design Option
EA Environmental Aspect
EoL End-of-Life
ErP Energy related Products (European Directive)
ELV End-of-Life Vehicles (European Directive)
EL-R End-of-Life Recyclability
M Manufacturing aspect
Pkg Packaging aspect
PEL Product End-of-Life aspect
RM Raw Material aspect
S Hazardous Substances aspect
SEA Scoring of Environmental Aspect
T Transport and distribution aspect
U Use aspect
RoHS Restriction on Hazardous Substances (European Directive)
WEEE Waste Electrical and Electronic Equipment (European Directive)
5 Overview of the framework for the methodology (Preparatory step 0: strategic
analysis)
5.1 General
The methodology described in this document shall be applied by a multidisciplinary project team with
recognized environmental competencies, supported by management, and involving all corporate
functions likely to be impacted.
Management of the company shall be involved at the key steps of the methodology, especially when
ranking the design options and the development of associated technical solutions that require defining
the main actors, the needed time, and the available resources.
NOTE The team concept is used with the purpose of combining different competencies and functions, and does
not necessarily require different physical persons.
Figure 3 provides a framework in which context it can be assessed whether the application of the
methodology would be appropriate/beneficial for the company. There are two main go/no go points:
— The first after the general strategic and product analysis for the company,
— The second after the conclusion of the case study to extend the use of the methodology for other
products of the company.
10

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SIST EN 16524:2021
EN 16524:2020(E)

Figure 3 — Framework to assess the opportunity to apply the methodology
5.2 Preparatory step 0: strategic analysis at company level
5.2.1 Objective
Before starting an ecodesign approach, it is worthwhile to better understand the context of the company
and the project, in terms of:
— Legal applicable requirements, market needs or requirements (specifications),
— Customers’ unexpressed needs (their own legal requirements or constraints),
— Feedbacks in the company (case studies, green procurement, existing practices for environment,
etc.),
11

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SIST EN 16524:2021
EN 16524:2020 (E)
— Available standards, ecolabels, practices in the sector,
— Competitors’ behaviours or practices (their communication on environmental issues, certification,
etc.),
— Possible Suppliers’ contributions.
5.2.2 Procedure
A benchmark on the various points enumerated above shall be done.
Based on the results of the strategic analysis combined with an economic analysis (which costs, which
gains, etc.), top management will have sufficient data to determine if ecodesign can serve the company’s
strategy and if it is relevant to launch an ecodesign project. The SWOT
(Strength/Weaknesses/Opportunities/Threats analysis) tool can be interesting to have a final decision.
5.2.3 Documentation of the preparatory step 0
— Report on strategic analysis, including all information mentioned above,
— Formal decision of the top management whether or not an ecodesign project (according to this
document) should be started.
6 Description of the methodology
6.1 General
After the preparatory step 0 (strategic analysis, see Clause 5), the methodology described in this
document, which is based on five steps set out below that are linked with the design and development
process for a product (see Figures 4 and 5), shall be applied:
— Step 1: determination of the scoring of the environmental aspects of the reference product,
— Step 2: selection/ranking of design options,
— Step 3: choice of suitable DO and EA indicators related to the reference product,
— Step 4: evaluation of the redesign using DO and EA indicators,
— Step 5: final assessment and consideration for future activities.
The objective and the procedure to be followed for each step are described in 6.2 to 6.6. The procedures
are specified in the form of instructions.
The output documents of each step are inputs for the next step and shall be validated by the project team
before going to this next step.
NOTE In this document, “methodology” is used for the overall approach of reducing environmental impacts;
“method” is used for specific tasks, such as an indicator calculation.
12

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SIST EN 16524:2021
EN 16524:2020(E)

Figure 4 — Schematic illustration of the methodology
13

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SIST EN 16524:2021
EN 16524:2020 (E)

Figure 5 — Interrelation of the methodology with the design and development process
6.2 Step 1: determination of the scoring of the environmental aspects of the reference
product
6.2.1 Objective
This step shall make it possible to determine the scoring of the environmental aspects (SEA) of the
reference product which will be the base line for further improvements, i.e. to rank the seven
environmental aspects listed below according to their relative importance for the environmental impact
of the product:
— Raw materials (RM): aspect relating to the choice of materials, components (purchased), and fluids
used in the product composition (excluding packaging);
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SIST EN 16524:2021
EN 16524:2020(E)
— Manufacturing (M): aspect relating to all the processes required to develop/manufacture the
complete product (excluding packaging), internally and externally (number of parts, “polluting”
operations, etc.);
— Use (U): aspect relating to all the resources required to use the product (energy consumption, type
of energy source, influence on energy consumption within an assembly, product requiring
consumables, servicing, product lifetime, etc.);
NOTE 1 This aspect combines the phases “installation and maintenance” and “use” of the
2009/125/EC Directive.
— End-of-life (PEL): aspect taking account of the reduction of the product impact at end-of-life and of
its recyclability coefficient;
— Hazardous substances (S): aspect relating to substances contained in a product likely to be regulated
by European legislation (for instance, heavy metals classified as hazardous or flame retardants
classified as hazardous);
NOTE 2 The phase “End-of-life” of the 2009
...

SLOVENSKI STANDARD
oSIST prEN 16524:2019
01-september-2019
Proizvodi strojne in kovinskopredelovalne industrije - Metodologija za zmanjšanje
vplivov na okolje pri načrtovanju in razvoju proizvodov
Mechanical products - Methodology for reduction of environmental impacts in product
design and development
Mechanische Produkte - Methodik zur Verminderung der Umweltauswirkungen bei
Produktgestaltung und Entwicklung
Produits mécaniques - Méthodologie de réduction des impacts environnementaux à la
conception et au développement des produits
Ta slovenski standard je istoveten z: prEN 16524
ICS:
13.020.10 Ravnanje z okoljem Environmental management
21.020 Značilnosti in načrtovanje Characteristics and design of
strojev, aparatov, opreme machines, apparatus,
equipment
oSIST prEN 16524:2019 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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oSIST prEN 16524:2019

---------------------- Page: 2 ----------------------
oSIST prEN 16524:2019


DRAFT
EUROPEAN STANDARD
prEN 16524
NORME EUROPÉENNE

EUROPÄISCHE NORM

June 2019
ICS 13.020.10 Will supersede CEN/TS 16524:2013
English Version

Mechanical products - Methodology for reduction of
environmental impacts in product design and
development
Produits mécaniques - Méthodologie de réduction des Mechanische Produkte - Methodik zur Verminderung
impacts environnementaux à la conception et au der Umweltauswirkungen bei Produktgestaltung und
développement des produits Entwicklung
This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee
CEN/TC 406.

If this draft becomes a European Standard, CEN members are bound to comply with the CEN/CENELEC Internal Regulations
which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.

This draft European Standard was established by CEN in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC
Management Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.

Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are
aware and to provide supporting documentation.

Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without
notice and shall not be referred to as a European Standard.


EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2019 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 16524:2019 E
worldwide for CEN national Members.

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Contents Page
European foreword . 3
Introduction . 4
1 Scope . 6
2 Normative references . 6
3 Terms and definitions . 6
4 Abbreviated terms . 9
5 Overview of the framework and the methodology (Preparatory step or step 0:
strategic analysis) . 9
5.1 General . 9
5.2 Details of preliminary step: strategic analysis at company level .10
5.2.1 Objective .10
5.2.2 Procedure.11
5.2.3 Documentation of the preliminary step.11
6 Description of the methodology .11
6.1.1 General .11
6.1.2 Step 1: determination of the scoring of the environmental aspects of the reference
product .14
6.1.3 Step 2: selection/ranking of design options .20
6.1.4 Step 3: choice of suitable DO and EA indicators related to the reference product .22
6.1.5 Step 4: evaluation of the redesign using DO and EA indicators .23
6.1.6 Step 5: final assessment and consideration for future activities .24
7 Environmental claim .25
Annex A (normative) Environmental questionnaire .26
Annex B (normative) Analysis algorithm .34
Annex C (informative) Examples of design options for environmental improvement of the
product, and associated DO indicators and EA indicators .39
Annex D (informative) Example of implementation of the methodology .46
D.1 General .46
D.2 Step 1 .46
D.2.1 Description of the reference product and the project perimeter .46
D.2.2 Bill of Materials .46
D.2.3 Environmental questionnaire .50
D.3 Steps 2 and 3 .62
Annex E (informative) Background of the algorithm .66
E.1 Construction of the algorithm .66
E.1.1 Overview .66
E.1.2 Rules for environmental analysis .66
E.1.3 Consideration of legislation .75
Annex F (informative) Possible use of life Cycle Assessment for determining the score of
each EA .76
Annex G (informative) Correspondence between ISO 14001 and EN 16524 .81
Bibliography .84

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European foreword
This document (prEN 16524:2019) has been prepared by Technical Committee CEN/TC 406 “Mechanical
products - Ecodesign methodology”, the secretariat of which is held by AFNOR.
This document is currently submitted to the CEN Enquiry.
This document will supersede CEN/TS 16524:2013.
The main changes compared to CEN/TS 16524:2013 are as follows:
— the document is to be converted into a European standard;
— the link with ISO 14001 has been strengthened for users willing to comply with that international
standard;
— Clause 5 has been added to detail the preliminary step before implementing the methodology, which
consists of an overview of the framework and the methodology;
— life cycle analysis (LCA) is only referred to as an example of existing data on the product, when
available; and
— the purpose of the Annex F on the possible use of life cycle assessment for determining the score of
each environmental aspects has been clarified.
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Introduction
Ecodesign methodologies can be divided into three types, depending on whether their purpose is the
environmental assessment of products, the environmental improvement of products or to enable the two
phases to be carried out during the same ecodesign project.
The environmental assessment phase of products in the ecodesign process can be an impediment for
companies (owing to need for expertise, time and resources). Therefore, the methodology discussed in
this document has been developed with the aim of helping designers to identify ways of improving the
environmental performance of a product without carrying out a complete environmental assessment of
the product (in terms of LCA).
The approach, therefore, consists of restricting the scope of analysis to the area defined by the constraints
of the product-enterprise pair, which takes into account the technical factors of the product, economic
constraints, the practices of a company and its development strategies. Secondly, it consists of exploring
the potential for environmental improvement within this restricted field.
This document is intended to give companies, in particular SMEs, a pragmatic methodology to consider
environmental aspects during their product design. It allows them to:
— Identify the environmental aspects of a product, including but not limited to energy aspects;
— Be able to make progress in product design (for environmental impact reduction), taking into
account capabilities of the company;
— Promote to clients and public authorities the environmental improvement approach on a mechanical
product with this methodology (environmental claim).
The improvement of the environmental impact implies that the intended performance of the product
(fitness for use, durability, etc.) is maintained.
To implement this methodology, the company staff will have sufficient knowledge and expertise in
environmental issues; if not, external expertise could be addressed. When applying this methodology,
management of the company can enter a learning process with the aim of defining and/or confirming its
strategy for ecodesign, modifying its design process to enable the environmental issue to be taken into
account, and creating new knowledge.
The aim of this document is not to measure the actual environmental performance of a product, nor to
conduct a full life cycle assessment according to ISO 14040. Nevertheless, suitable data coming from more
detailed studies e.g. LCA, carbon footprint, etc. can be used as inputs for this methodology (see an example
in Annex F).
Figure 1 shows the relationship between this document and existing documents from ISO.
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NOTE More specific methodologies might exist for specific mechanical products.
Figure 1 — Relationship between this document and existing ISO documents
This document can assist the company to comply with the requirement of EN ISO 14001 and the
recommendations of EN ISO 14006, to establish, implement and maintain a procedure to identify the
environmental aspects of its products.
This document is not intended to support or to demonstrate compliance with any specific implementing
measures of Framework Directive 2009/125/EC (Energy-related Products). It can provide
methodologies for identifying the more relevant environmental aspects in order to propose alternative
design options to improve the environmental performance of the product.
This document is not intended for calculation of environmental footprint.
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1 Scope
This document describes a methodology for reducing the overall environmental impact through product
design and development that is tailored to mechanical products as defined in 3.1.
This methodology is particularly well suited to the redesign of an existing product; it can also be applied
for the design of a new product provided the necessary assumptions regarding a (virtual) reference
product are taken.
It addresses companies which have decided to integrate an ecodesign approach to optimize
environmental impacts within the product life cycle, in relation to the other product aspects, such as
functionality, quality, costs, etc.
It also helps to meet some requirements of ISO 14001:2015 on the integration of environmental aspects
in the design of products.
NOTE 1 This document targets persons who are directly involved in the design and development of mechanical
products, as well as managers responsible for defining corporate policies, and decision-makers. The proposed
methodology is intended to kick-start ecodesign initiatives within companies as part of a teaching and continuous
improvement approach.
This document also includes a template that companies can use as part of the communication on their
environmental approach.
This document is neither intended nor suitable to compare products (even similar) of different suppliers.
This document is neither intended nor suitable for product certification purposes.
NOTE 2 An example of implementation of the methodology is given in Annex D; the basic principles for the
establishment of this method are given in Annex E.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1
mechanical product
product manufactured by companies from mechanical engineering and metalworking industry, such as
capital goods (machinery, production systems, components), tools, household goods, optical parts,
measuring instruments
3.2
reference product
existing product of the company to be re-designed, with the same intended use
Note 1 to entry: It can be also a similar product existing on the market, or the Technical Specification of a
product.
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3.3
environmental aspect
EA
element of an organisation's activities or products or services that interacts or can interact with the
environment
Note 1 to entry: For this document, environmental aspects are categorized into Raw Materials acquisition,
Manufacturing, Use, Product End-of-life, Hazardous substances, Transport and distribution, Packaging.
[SOURCE: ISO 14001:2015, 3.2.2]
3.4
(environmental) design option
DO
measure intended to improve a specific environmental aspect within the product life cycle, in relation to
the other product aspects, such as functionality, quality, costs, etc
3.5
scoring of environmental aspects
SEA
representation of the relative importance of the product's environmental aspects over its life cycle
Note 1 to entry: This SEA does not express the environmental performance of the product.
3.6
design option indicator
DO indicator
qualitative or quantitative indicator representative of a given design option, used to track this option
during the design phase
3.7
environmental aspect indicator
EA indicator
qualitative or quantitative indicator associated with a particular environmental aspect, as representative
as possible of this environmental aspect, used to keep a multi-criteria view of the environmental
performance of the product during its development
Note 1 to entry: “Multi-criteria view” means the consideration of all environmental aspects to avoid a shift of
impact (e.g. change of material can result in lower recyclability coefficient).
3.8
recoverability
ability of component parts, materials or both that can be diverted from an end-of-life stream to be
recovered (see Figure 2)
[SOURCE: ISO 22628:2002, 3.9]
3.9
recyclability
ability of component parts, materials or both that can be diverted from an end-of-life stream to be
recycled (see Figure 2)
[SOURCE: ISO 22628:2002, 3.7]
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3.10
material recyclability coefficient
r
percentage by mass (mass fraction in percent) of a material potentially able to be recycled
[SOURCE: ISO 22628:2002, 3.8 modified – vehicle has been replaced by material]
3.11
reusability
ability of component parts that can be diverted from an end-of-life stream to be reused (see Figure 2)

Figure 2 — Overview of key terms
3.12
ecodesign
integration of environmental aspects into product design with the aim of improving the environmental
performance of the product throughout its whole life cycle
[SOURCE: Directive 2009/125/EC]
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4 Abbreviated terms
The abbreviated terms necessary for the understanding of this document are the following:
BOM Bill Of Materials or equivalent technical description of the product
DO Design Option
EA Environmental Aspect
EoL End-of-Life
ErP Energy related Products (European Directive)
ELV End-of-Life Vehicles (European Directive)
M Manufacturing aspect
Pkg Packaging aspect
PEL Product End-of-Life aspect
RM Raw Material aspect
S Hazardous Substances aspect
SEA Scoring of Environmental Aspect
T Transport and distribution aspect
U Use aspect
RoHS Restriction on Hazardous Substances (European Directive)
WEEE Waste Electrical and Electronic Equipment (European Directive)
5 Overview of the framework and the methodology (Preparatory step or step 0:
strategic analysis)
5.1 General
The methodology described in this document shall be applied by a multidisciplinary project team with
recognized environmental competencies, supported by management, and involving all corporate
functions likely to be impacted (e.g. R&D, Design Office, Purchasing, Manufacture, Logistics, Marketing,
etc.).
Management of the company shall be involved at the key steps of the methodology, especially when
ranking the design options and the development of associated technical solutions that require defining
the main actors, the needed time, and the available resources.
NOTE The team concept is used with the purpose of combining different competencies and functions, and does
not necessarily require different physical persons.
Figure 3 gives preliminary considerations and an overview of the methodology, noting that the first step
is intended to allow the user to get a framework and raise the relevant questions related to strategy and
evaluation of products that will lead to the implementation of the methodology. It advises the user of this
document for its application, especially by supporting the company to evaluate the benefits of an
ecodesign approach and to decide to apply it or not and to extend it or not. There are two main go/no go
points:
— The first after the general strategic and product analysis for the company,
— The second after the conclusion of the case study to extend the use of the methodology for other
products of the company.
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Figure 3 — Framework to apply the methodology
5.2 Details of preliminary step: strategic analysis at company level
5.2.1 Objective
Before starting an ecodesign approach, it is worthwhile to better understand the context of the company
and the project, in terms of:
— Legal applicable requirements Market needs or requirements (specifications),
— Customers’ unexpressed needs (their own legal requirements or constraints),
— Feedbacks in the company or in the group (case studies, green procurement, existing practices for
environment, etc.),
— Available standards, ecolabels, practices in the sector,
— Competitors’ behaviours or practices (their communication on environmental issues, certification,
etc.),
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— Possible Suppliers’ contributions.
5.2.2 Procedure
Do a benchmark on the various points enumerated above.
The information gathered will be helpful during step 2 for the choice of design options. For instance, if a
competitor already communicates on energy efficiency, it could be relevant to think about this topic.
Based on the results of the strategic analysis combined with an economic analysis (which costs, which
gains, etc.), top management will have sufficient data to determine if ecodesign can serve the company’s
strategy and if it is relevant to launch an ecodesign project. The SWOT tool could be interesting to have a
final decision.
5.2.3 Documentation of the preliminary step
— Report on strategic analysis, gathering all information mentioned above,
— Formal commitment of the top management supporting the ecodesign project.
6 Description of the methodology
6.1 General
After the preliminary step (step 0: strategic analysis, see Clause 5), the methodology described in this
document is based on five steps set out below, which are also part of the design and development process
(see Figures 4 and 5), and which shall be applied successively:
— Step 1: determination of the scoring of the environmental aspects of the reference product,
— Step 2: selection/ranking of design options,
— Step 3: choice of suitable DO end EA indicators related to the reference product,
— Step 4: evaluation of the redesign using DO and EA indicators,
— Step 5: final assessment and consideration for future activities.
The objective of each step is described in 6.1 to 6.6, where the procedure which shall be followed is stated
(written as direct instructions).
The output documents of each step are input for the next step and shall be validated by the project team
before going to this next step.
NOTE This document, “methodology” is used for the overall approach of reducing environmental impacts;
“method” is used for specific tasks, such as indicator calculation.
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Figure 4 — Interrelation of the methodology with the design and development process
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Figure 5 — Schematic illustration of the methodology
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6.2 Step 1: determination of the scoring of the environmental aspects of the reference
product
6.2.1 Objective
This step shall make it possible to determine the scoring of the environmental aspect (SEA) of the
reference product which will be the base line for further improvements, i.e. to rank the seven
environmental aspects listed below according to their relative importance for the environmental impact
of the product:
— Raw materials (RM): aspect relating to the choice of materials, components (purchased), and fluids
used in the product composition (excluding packaging).
— Manufacturing (M): aspect relating to all the processes required to develop/manufacture the
complete product (excluding packaging), internally and externally (number of parts, “polluting”
operations, etc.).
— Use (U): aspect relating to all the resources required to use the product (energy consumption, type
of energy source, influence on energy consumption within an assembly, product requiring
consumables, servicing, product lifetime, etc.).
NOTE 1 This aspect combines the phases “installation and maintenance” and “use” of the
2009/125/EC Directive.
— End-of-life (PEL): aspect taking account of the reduction of the product impact at end-of-life and of
its recyclability coefficient.
— Hazardous substances (S): aspect relating to substances contained in a product likely to be regulated
by European legislation (for instance, heavy metals classified as hazardous or flame retardants
classified as hazardous).
NOTE 2 The phase “End-of-life” of the 2009/125/EC Directive is split into two aspects: end-of-life and hazardous
substances.
— Transport and distribution (T): aspect relating to the geographic distribution (regional, national,
European, worldwide) of the number of suppliers and subcontractors, shipment volumes, etc.
— Packaging (Pkg.): Aspects taking into account the amount, reuse, recyclability, biodegradability of
packaging, etc.
— In other words, these ranking permits to identify which environmental aspects are significant,
allowing the company to concentrate its efforts on what is worth to improve.
NOTE 3 The phase “Packaging, transport and distribution” of the 2009/125/EC Directive is split into two aspects.
NOTE 4 The proposed SEA is not aimed to compare two products, even similar. It is not intended to measure the
actual environmental performance of the product.
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6.2.2 Procedures
6.2.2.1 Describe the reference product and the project perimeter:
a) Product name (trade designation, project reference, etc.),
b) Description of the reference product,
c) Main technical characteristics of the product,
d) Types of markets aimed for the product:
1) B to B, state the industrial sectors,
2) B to C.
e) Known (stated) expectations from relevant market players in terms of strategies for optimizing the
environmental impact of the product (see Table C.1 for those strategies and examples of related
design options).
6.2.2.2 The Bill Of Materials or equivalent technical description of the product (BOM) and its
packaging should be drawn up. It comprises the list of parts, their mass, their material(s), their material
recyclability coefficient, the identified hazardous substances, and in case of purchased components, the
supplier name and location. A proposed template is given in Table 1
If this BOM is not available, an estimation of the number of parts and the ratio of materials contained in
the product or the BOM of a similar product can be used as a first approach.
Decompose the product and its components up to the necessary level to represent:
— The recyclability coefficient (refer to question QB9 in Table A.1),
— The number of parts (refer to question QB1 in Table A.1),
— The knowledge of possible hazardous substances (refer to question QB10 in Table A.1).
For assemblies and other components that are not broken down to their most elementary level, such as
purchased components, assess the number of parts, nature and quantity of materials from technical data
sheet and maintenance notice, or by asking the supplier.
NOTE 1 Without this information, the component will be considered as one single non-homogeneous material,
and thus will penalise the recyclability coefficient.
For fasteners, count one single part per type of fastener of the same material.
For products with a high number of parts (e.g. more than 100), in order to optimize the time needed to
create the BOM, the decomposition into parts can stop at subassembly level; in such cases, the
subassembly may be decomposed into homogeneous materials rather than parts; columns 2 to 4 of
Table 1 are not filled.
NOTE 2 For such products, the relevance of meeting the exact numbers/masses o
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