STEP 4.2: Determine Roles and Resources

Determine Roles

Identify internal roles

Determine who should be involved and what their responsibilities will be. Depending on your organization and action plan, this might include departments such as:

• Facility and operations management
• Financial management — capital investments, budget planning
• Human resources — staffing, training, and performance standards
• Maintenance
• Supply management — procurement procedures, energy purchasing and equipment and materials
• Building and plant design
• Engineering
• New product/process development teams
• Communications Marketing
• Environmental, Health, and Safety

Identify external roles

Determine the degree to which consultants, service providers, vendors, and other product providers will be used. Some organizations may choose to outsource entire aspects of their action plan while others may only want to contract with specific vendors for limited projects.

Find outside expertise through the Service & Product Provider Directory.

Establish performance metrics for contractors

If contractors will be used, determine what standards will be used to evaluate bids and incorporated these metrics into agreements with contractors.

Determine Resources

Define resources needs

For each project or program in the action plan, estimate the cost for each item in terms of both human resources and capital/expense outlay.

Secure resources

Develop the business case for justifying and gaining funding approval for action plan projects and resources need.

See Assess Financial Value for tools and resources that help build the business case for investing in energy management.

Suggestions

Using outside help to implement parts or all of an action plan does not mean outsourcing responsibility for aspects of an energy management strategy. The other steps in the energy management strategy still need to be managed internally to ensure success and realize sustained energy performance.

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