=== dc2022-03-0006-pages-21.ppm === EVIDENCE GUIDE 1. Critical aspects of Competency | Assessment requires evidence that the candidate: 1.1 Examined specific workplace challenges 1.2 Analyzed the causes of specific workplace challenges 1.3 Formulated resolutions to specific workplace challenges 1.4 Implemented action plans and communicated results on specific workplace challenges Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios / case studies / what ifs will be required as well as bank of questions which will be used to probe the reason behind the observable action Competency in this unit may be assessed through: 3.1 Observation 3.2 Case Formulation 3.3 Life Narrative Inquiry 3.4 Standardized test 2. Resource Implications 3. Methods of Assessment The unit will be assessed in a holistic manner as is practical and may be integrated with the assessment of other relevant units of competency. Assessment will occur over a range of situations, which will include disruptions to normal, smooth operation. Simulation may be required to allow for timely assessment of parts of this unit of competency. Simulation should be based on the actual workplace and will include walk through of the relevant competency components. These assessment activities should include a range of problems, including new, unusual and improbable situations that may have happened. 4. Context for Assessment 4.1 In all workplace, it may be appropriate to assess this unit concurrently with relevant teamwork or operation units TR — Energy Audit Page 13 of 76 === dc2022-03-0006-pages-22.ppm === UNIT OF COMPETENCY WORK IN A DIVERSE ENVIRONMENT UNIT CODE DOE-CEA-04 UNIT DESCRIPTOR This unit covers the outcomes required to work ELEMENT 1. Develop individual’s cultural an awareness and sensitivity 2. Work effectively an environment that in acknowledges and cultural diversity TR — Energy Audit values effectively in a workplace characterized by diversity in terms of religions, beliefs, races, ethnicities, and other differences. PERFORMANCE CRITERIA Italicized terms are elaborated in the Range of Variables e Individual differences with clients, customers, and fellow workers are recognized and respected in accordance with enterprise policies and core values. Differences are responded to in a_ sensitive and considerate manner Diversity is accommodated using appropriate verbal and non-verbal communication. skills, and Knowledge, experiences of others are recognized and documented in relation to team objectives Fellow workers are encouraged to utilize and share their specific qualities, skills, or backgrounds with other REQUIRED KNOWLEDGE e Understanding cultural diversity in the workplace Norms of behavior for interacting and dialogue with specific groups (e.g. Muslims and other non- Christians, non- Catholics, tribes/ethnic groups, foreigners) Different methods of verbal and non- verbal communication in a multicultural setting Value of diversity in the economy and society in terms of Workforce development Importance of inclusiveness in a diverse environment REQUIRED SKILLS e Applying cross- cultural communication skills (i.e. different business customs, beliefs, communication strategies) Showing affective skills — establishing rapport empathy, understanding, etc. Demonstrating openness and flexibility in communication Recognizing diverse groups in the workplace and community as defined by divergent culture, religion, traditions, and practices Demonstrating cross-cultural communication skills and active listening Recognizing diverse groups in the workplace and community as defined b and Page 14 of 76 === dc2022-03-0006-pages-23.ppm === 3. Identify common issues in multicultural and diverse environment a TR -— Energy Audit team members and clients to enhance work outcomes Relations with customers and clients are maintained to show that diversity is valued by the business Diversity-related conflicts within the workplace are effectively addressed and resolved. Discriminatory behaviors towards customers/ stakeholders are minimized and addressed accordingly. Change management policies are in place within the organization. divergent culture, religion, vision Shared and understanding traditions, and of and practices commitment to | e Demonstrating team, collaboration departmental, skills and e Exhibiting organizational customer goals and | __ service objectives excellence Strategies for customer service excellence Value and leverage of cultural diversity Addressing diversity-related conflicts in the Inclusivity and workplace conflict e Eliminating resolution discriminatory Workplace behavior harassment towards Change customers and management co-workers and ways to | « Utilizing change overcome management resistance to policies in the change workplace Advanced strategies for customer service excellence Page 15 of 76 === dc2022-03-0006-pages-24.ppm === RANGE OF VARIABLES VARIABLE 1. Diversity This refers to diversity in both the workplace and the community and may include divergence in: Religion Ethnicity, race, or nationality Culture Gender, age, or personality .5 Educational background 2. Diversity-related conflicts May include conflicts that result from: Discriminatory behaviors Differences of cultural practices Differences of belief and value systems Gender-based violence Workplace bullying Corporate jealousy Language barriers Individuals being differently-abled persons Ageism (negative attitude and behavior towards EVIDENCE GUIDE 1. Critical aspects of Competency | Assessment requires evidence that the candidate: 1.1 Adjusted language and behavior as required by interactions with diversity 1.2 Identified and respected individual differences in colleagues, clients, and customers 1.3 Applied relevant regulations, standards, and codes of practice 2. Resource Implications The following resources should be provided: 2.1 Access to workplace and resources 2.2 Manuals and policies on Workplace Diversit 3. Methods of Assessment Competency in this unit may be assessed through: 3.1 Demonstration or simulation with — oral questioning 3.2 Group discussions and interactive activities 3.3 Case studies/problems involving workplace diversity issues 3.4 Third-party report 3.5 Written examination 3.6 Role Plays 4. Context for Assessment 4.1 Competency assessment may occur in the workplace or any appropriately simulated environment TR — Energy Audit Page 16 of 76 === dc2022-03-0006-pages-25.ppm === UNIT OF COMPETENCY PROPOSE METHODS OF APPLYING LEARNING AND INNOVATION IN THE ORGANIZATION UNIT CODE DOE-CEA-05 UNIT DESCRIPTOR This unit covers the knowledge, skills, and attitudes 1. Assess ELEMENT work procedures, processes, and systems in terms of innovative practices . Generate practical action plans for improving work procedures and processes TR — Energy Audit e Reasons for are incorporated to work required to assess general obstacles in the application of learning and innovation in the organization and to propose practical methods of such in addressing organizational challenges. PERFORMANCE CRITERIA Italicized terms are elaborated in the Range of Variables procedures Models of innovation are researched Gaps or barriers to innovation in one’s work area are analyzed Staff who can _ support and foster innovation in the work procedure are identified Ideas for innovative work foster using and group techniques are procedure to innovation individual conceptualized Range of ideas with other members and colleagues are evaluated team and discussed Work procedures and subject to processes innovation REQUIRED KNOWLEDGE e Seven habits of highly effective people Character strengths _ that foster innovation and learning (Christopher Peterson and Martin Seligman, 2004) Five minds of the future concepts (Gardner, 2007) Adaptation concepts in neuroscience (Merzenich, 2013) Transtheoretical model of behavior change (Prochaska, DiClemente, & Norcross, 1992 Seven habits of highly effective people Character strengths that foster innovation and learning (Christopher Peterson and Martin Seligman, 2004) REQUIRED SKILLS e Demonstrating collaboration and networking skills Applying basic research and evaluation skills Generating insights on how to improve organizational procedures, processes, and systems through innovation Assessing readiness for change on simple work procedures, processes, and systems Page 17 of 76 === dc2022-03-0006-pages-26.ppm === 3. Evaluate effectivenes of proposed action plans TR — Energy Audit the s the selected workplace (feasible change are based on requirements and innovative) Practical action plans are proposed to facilitate simple changes in the work procedures, processes, and systems Critical inquiry is applied and used to facilitate discourse on adjustments in the simple work procedures, processes, and systems Work structure is analyzed to identify the impact of the new work procedures Co-workers/key personnel are consulted to know who will be involved with or affected by the work procedure Work instruction operational plan of the new work procedure is developed and evaluated Feedback and suggestions are recorded Operational plan is updated Results and impact on the developed work instructions are reviewed Results of the new work procedure are evaluated Adjustments are recommended based on results gathered e Five minds of the future concepts (Gardner, 2007) Adaptation concepts in neuroscience (Merzenich, 2013) Transtheoretical model of behavior change (Prochaska, DiClemente, & Norcross, 1992) Five minds of the future concepts (Gardner, 2007) Adaptation concepts in neuroscience (Merzenich, 2013) Transtheoretical model of behavior change (Prochaska, DiClemente, & Norcross, 1992) Generating insights on how to improve organizational procedures, processes, and systems through innovation Facilitating action plans on how to apply innovative procedures in the organization Generating insights on how to improve organizational procedures, processes, and systems through innovation Facilitating action plans on how to apply innovative procedures in the organization Communicating results of the evaluation of the proposed and implemented changes in the workplace procedures and systems Developing action plans for continuous improvement on the basic systems, processes, and procedures in the organization Page 18 of 76 === dc2022-03-0006-pages-27.ppm === RANGE OF VARIABLES 1. Reasons May include: 1.1 Strengths and weaknesses of the current systems, processes, and procedures 1.2 Opportunities and threats of the current systems, processes, and procedures May include: 2.1 Seven habits of highly effective people 2.2 Five minds of the future concepts (Gardner, 2007) 2.3 Neuroplasticity and ada 3. Workplace requirements May include: 3.1 Feasible 3.2 Innovative 4. Gaps or barriers May include: 4.1 Machine 4.2 Manpower 4.3 Methods 2. Models of innovation ptation strategi May include: 5.1 Preparation 5.2 Discussion 5.3 Clarification of goals 5.4 Negotiate towards a Win-Win outcome 5.5 Agreement 5.6 Implementation of a course of action 5.7 Effective verbal communication. See our pages: Verbal Communication and Effective Speaking 5.8 Listening 5.9 Reducing misunderstandings is a key part of effective negotiation 5.10 Rapport Building 5.11 Problem Solving 5.12 Decision Making 5.13 Assertiveness 5.14 Dealing with Difficult Situations 5. Critical Inquiry TR — Energy Audit Page 19 of 76 === dc2022-03-0006-pages-28.ppm === EVIDENCE GUIDE 1. Critical aspects of Competency | Assessment requires evidence that the candidate: 1.1 Established the reasons why innovative systems are required Established the goals of a new innovative system Analyzed current organizational systems to identify gaps and barriers to innovation 1.4 Assessed work procedures, processes, and systems in terms of innovative practices 1.5 Generated practical action plans for improving work procedures and processes 1.6 Reviewed the trial innovative work system and adjusted to reflect evaluation feedback, knowledge management systems, and future planning 1.7 Evaluated the effectiveness of the proposed action plans The following resources should be provided: 2.1 Pens, papers, and writing implements 2.2 Cartolina 2. Resource Implications Competency in this unit may be assessed through: 3.1. Psychological and behavioral Interviews 3.2 Performance Evaluation 3.3 Life Narrative Inquiry 3.4 Review of portfolios of evidence and third-party workplace reports of on-the-job performance 3.5 Sensitivity analysis 3.6 Organizational analysis 3.7 Standardized assessment of character strengths and virtues applied Competency may be assessed individually in the actual workplace or simulation environment in recognized institutions 3. Methods of Assessment 4. Context for Assessment TR — Energy Audit Page 20 of 76 === dc2022-03-0006-pages-29.ppm === UNIT OF COMPETENCY UNIT CODE UNIT DESCRIPTOR DOE-CEA-06 USE INFORMATION SYSTEMATICALLY This unit covers the knowledge, skills, and attitudes required to use technical information systems, apply information technology (IT) systems, and edit, format & check information. PERFORMANCE CRITERIA Italicized terms are elaborated in the Range of Variables e Information are collated and organized into a suitable form for reference and use Stored information are classified so that it can be quickly identified and retrieved when needed Guidance is advised and offered to people who need to find and use information ELEMENT 1. Use technical information e Technical information system is operated using agreed procedures e Appropriate and valid procedures are operated for inputting, maintaining and, archiving information 2. Apply information technology (IT) TR — Energy Audit REQUIRED KNOWLEDGE e Application in collating information Procedures for inputting, maintaining, and archiving information Guidance to people who need to find and use information Organize information Classify stored information for identification and retrieval Operate the technical information system by using agreed procedures Attributes and limitations of available software tools Procedures and work instructions for the use of IT REQUIRED SKILLS Collating information Operating appropriate and valid procedures for inputting, maintaining, and archiving information Advising and offering guidance to people who need to find and use information Organizing information into a suitable form for reference and use Classifying stored information for identification and retrieval Operating the technical information system by using agreed procedures Identifying attributes and limitations — of available software tools Using procedures and work Page 21 of 76 === dc2022-03-0006-pages-30.ppm === 3. Edit, information TR — Energy Audit format and, check Software required are utilized to execute the project activities Information and data obtained are handled, edited, formatted, and checked from a range of internal and external sources Information are extracted, entered, and processed to produce the outputs required by customers Own skills and understanding are shared to help others Specified security measures are implemented to protect the confidentiality and integrity of project data held in IT systems Basic editing techniques are used Accuracy of documents are checked Editing and _ formatting tools and techniques are used for more complex documents Proof reading techniques is used to check that documents look professional e Operational requirements for IT systems Sources and flow paths of data Security systems and measures _ that can be used Extract data and format reports Methods of entering and processing information WWW enabled applications Basic file- handling techniques Techniques in checking documents Techniques _ in editing and formatting Proof reading techniques instructions for the use of IT Describing operational requirements for IT systems Identifying sources and flow paths of data Determining security systems and measures that can be used Extracting data and format reports Describing methods of entering and processing information Using WWW applications Using basic file- handling techniques is used for the software Using different techniques — in checking documents Applying editing and formatting techniques Applying proof reading techniques Page 22 of 76 === dc2022-03-0006-pages-31.ppm === RANGE OF VARIABLES VARIABLE 1.2 Organizational 1. Information 1.3. Technical reference 2. Technical information May include: 2.1 Paper based 2.2 Electronic a 3.1 Spreadsheets 3.2 Databases 3.3 Word processing 6. Security measures May include: 1.1 Property 3.4 Presentation May include: 4.1 Other IT systems 4.2 Manually created 4.3 Within own organization 4.4 Outside own organization 4.5 Geographically remote May include: 5.1 Colleagues 5.2 Company and project management 5.3 Clients May include: 6.1 Access rights to input 6.2 Passwords 6.3 Access rights to outputs 6.4 Data consistency and back-up 6.5 Recovery plans EVIDENCE GUIDE 1. Critical aspects of Competency | Assessment requires evidence that the candidate: 1.1 Used technical information systems and information technology 1.2 Applied information technology (IT) systems 1.3 Edited, formatted, and checked information 2. Resource Implications The following resources should be provided: 2.1 Computers 2.2 Software and IT system 3. Methods of Assessment Competency in this unit MUST be assessed through: 3.1 Direct Observation 3.2 Oral interview and written test 4. Context for Assessment 4.1 Competency may be assessed individually in the actual workplace or through recognized institution TR — Energy Audit Page 23 of 76 === dc2022-03-0006-pages-32.ppm === UNIT OF COMPETENCY EVALUATE OCCUPATIONAL SAFETY AND HEALTH WORK PRACTICES UNIT CODE DOE-CEA-07 UNIT DESCRIPTOR This unit covers the knowledge, skills, and attitudes ELEMENT . Interpret Occupational Safety and Health practices 2. Set OSH work targets TR -— Energy Audit required to interpret Occupational Safety and Health (OSH) practices, set OSH work targets, and evaluate effectiveness of OSH work instructions. PERFORMANCE CRITERIA Italicized terms are elaborated in the Range of Variables OSH work practices issues are __ identified relevant to work requirements OSH work standards and procedures are determined based on applicability to nature of work Gaps in work practices are identified related to relevant OSH work standards Relevant work information is gathered necessary to the determination of OSH work targets OSH Indicators based on gathered information are agreed upon to measure effectiveness of workplace OSH policies and procedures Agreed OSH_ indicators are endorsed for approval from appropriate personnel OSH work instructions are received in accordance with workplace policies and procedures e OSH REQUIRED KNOWLEDGE OSH work practices issues OSH standards General OSH principles and legislations Company/ workplace policies/ guidelines Standards and safety requirements of work processes and procedures OSH work targets OSH Indicators work instructions Safety and health requirements of tasks Workplace guidelines on providing feedback on OSH and security concerns OSH regulations and hazard control procedures OSH trainings relevant to work work REQUIRED SKILLS Communication skills Interpersonal skills Critical thinking skills Observation skills Communication skills Collaborating skills Critical thinking skills Observation skills Page 24 of 76 === dc2022-03-0006-pages-33.ppm === e Critical thinking skills e OSH Practices e OSH metrics e OSH Practices are observed based on . Evaluate effectiveness of workplace standards e OSH e Evaluating Occupational | » Observed OSH practices | Evaluation skills Safety and/} are measured against| Techniques Health work | approved OSH metrics | « OSH work instructions e Findings regarding | __ standards effectiveness are assessed and = gaps identified are implemented based on OSH work standards TR — Energy Audit Page 25 of 76 === dc2022-03-0006-pages-34.ppm === RANGE OF VARIABLES 1. OSH Work Practices Issues May include: 1.1 Workers’ experience/observance on presence of work hazards 1.2 Unsafe/unhealthy administrative arrangements (prolonged work hours, no break-time, constant overtime, scheduling of tasks) 1.3 Reasons for compliance/non-compliance to use of PPEs or other OSH procedures/policies/ guidelines May include: 2.1 Increased incidents of accidents or injuries 2.2 Increased occurrence of sickness or health complaints/symptoms 2.3 Common complaints of workers related to OSH 2.4 High absenteeism for work-related reasons May include: 3.1 Preventive and control measures and targets 3.2 Eliminate the hazard (i.e. get rid of the dangerous machinery) 3.3 Isolate the hazard (i.e. keep the machine in a closed room and operate it remotely; barricade an unsafe area off) 3.4 Substitute the hazard with a safer alternative (i.e. replace the machine with a safer one) 3.5 Use administrative controls to reduce the risk (i.e. give trainings on how to use equipment safely; OSH-related topics, issue warning signages, rotation/shifting work schedule) 3.6 Use engineering controls to reduce the risk (i.e. use safety guards for the machine) 3.7 Use personal protective equipment 3.8 Safety, Health, and Work Environment Evaluation 3.9 Periodic and/or special medical examinations of workers May include: 4.1 Statistics on incidence of accidence and injuries 4.2 Morbidity (Type and Number of Sickness) 4.3 Mortality (Cause and Number of Deaths) 4.4 Accident Rate 2. OSH Indicators 3. OSH Work Instructions 4. OSH metrics TR -— Energy Audit Page 26 of 76 === dc2022-03-0006-pages-35.ppm === EVIDENCE GUIDE 1. Critical aspects of Competency | Assessment requires evidence that the candidate: 1.1 Identify OSH work practices and issues relevant to work requirements 1.2 Identify gaps in work practices related to relevant OSH work standards 1.3 Agree upon OSH Indicators based on gathered information to measure effectiveness of workplace OSH policies and procedures 1.4 Receive OSH work instructions in accordance with workplace policies and procedures 1.5 Compare observed OSH practices with against approved OSH work instructions 1.6 Assess findings regarding effectiveness based on OSH work standards The following resources should be provided: 2.1 Facilities, materials, tools, and equipment necessary for the activit Competency in this unit may be assessed through: 3.1 Observation/Demonstration with oral questioning 3.2 Third party report 3.3 Written exam 4. Context for Assessment 4.1 Competency may be assessed in the work place or in a simulated work place setting 2. Resource Implications 3. Methods of Assessment nS TR — Energy Audit Page 27 of 76 === dc2022-03-0006-pages-36.ppm === UNIT OF COMPETENCY EVALUATE ENVIRONMENTAL WORK PRACTICES UNIT CODE DOE-CEA-08 This unit covers the knowledge, skills, and attitude to interpret environmental issues, establish targets to evaluate environmental practices, and evaluate UNIT DESCRIPTOR ELEMENTS . Interpret environmental practices, policies, and procedures . Establish targets to evaluate environmental practices . Evaluate effectiveness of environmental practices TR — Energy Audit effectiveness of environmental practices. PERFORMANCE CRITERIA Italicized terms are elaborated in the Range of Variables Environmental work practices issues are identified relevant to work requirements Environmental Standards and Procedures for the nature of work = are determined based on applicability to nature of work Gaps in work practices related to Environmental Standards and Procedures are identified Relevant information is gathered necessary to the determination environmental targets Environmental Indicators based = on gathered information are set to measure environmental work targets Indicators are verified with appropriate personnel Work environmental practices are recorded based on workplace standards Recorded environmental are compared planned indicators Findings regarding effectiveness assessed and work practices against REQUIRED KNOWLEDGE Environmental Issues Environmental Work Procedures Environmental Laws Environmental Hazardous and Non-Hazardous Materials Environmental required license, registration, or certification Environmental Indicators Relevant Environment Personnel or Experts Relevant Environmental Trainings and Seminars Environmental Practices Environmental Standards and Procedures REQUIRED SKILLS Analyzing Environmental Issues and Concerns Critical thinking Problem Solving Observation Skills Investigative Skills Critical thinking Problem Solving Observation Skills Documentation and Record Keeping Skills Critical thinking Problem Solving e Observation Skills Page 28 of 76 === dc2022-03-0006-pages-37.ppm === identified are implemented based on environment work standards and procedures e Results of environmental assessment are conveyed to appropriate personnel RANGE OF VARIABLES VARIABLE 1. Environmental Practices Issues | May include: Water Quality National and Local Government Issues Safety Endangered Species Noise Air Quality Historic Waste Cultural 2. Environmental Indicators include: Noise level Lighting (Lumens) Air Quality - Toxicity Thermal Comfort Vibration Radiation Quantity of the Resources Volume Se Se a OMANOnONRWNH= a TR -— Energy Audit Page 29 of 76 === dc2022-03-0006-pages-38.ppm === EVIDENCE GUIDE 1. Critical aspects of Competency | Assessment requires evidence that the candidate: Identified environmental issues relevant to work requirements Identified gaps in work practices related to Environmental Standards and Procedures Gathered relevant information necessary to determine environmental work targets Set environmental indicators based on gathered information to measure environmental work targets Work environmental practices are recorded based on workplace standards Conveyed results of environmental assessment to appropriate personnel 2. Resource Implications The following resources should be provided: 2.1 Workplace/Assessment location 2.2 Legislation, policies, procedures, protocols, and local ordinances relating to environmental protection 2.3 Case studies/scenarios relating to environmental protection 3. Methods of Assessment Competency in this unit may be assessed through: 3.1 Written/ Oral Examination 3.2 Interview/Third Party Reports 3.3 Portfolio (citations/awards from GOs and NGOs, certificate of training — local and abroad) 3.4 Simulations and role-plays workplace or at the designated center. TR — Energy Audit Page 30 of 76 === dc2022-03-0006-pages-39.ppm === UNIT OF COMPETENCY ~ : FACILITATE ENTREPRENEURIAL SKILLS UNIT CODE : DOE-CEA-09 UNIT DESCRIPTOR : This unit covers the outcomes required to build, operate, and grow a micro/small-scale enterprise. PERFORMANCE CRITERIA Italicized terms are elaborated in the Range of Variables e Appropriate REQUIRED SKILLS REQUIRED KNOWLEDGE ELEMENT and business Business e Basic 1. Develop maintain strategies are models and bookkeeping/ micro-small- determined and set for the strategies accounting medium enterprise based on| e Types and skills enterprise current and emerging categories of | e Communication (MSMEs) skills business environment businesses skills in the | « Business operations are | ¢ Business e Building organization monitored and controlled | operation relations with following established | e Basic customer and procedures Bookkeeping employees © Quality assurance | e Business e Building measures are internal controls competitive implemented consistently | e Basic quality advantage of e Good relations are control and the enterprise maintained with assurance staff/workers concepts e Policies and procedures | e Government on occupational safety and _ regulatory and health and processes environmental concerns are constantly observed Good customer relations 2. Establish and Public relations Building maintain client- are maintained concepts customer base/market e New customers and] e Basic product| relations markets are identified, promotion e Individual explored, and reached out strategies marketing skills to e Basic market} e Using basic e Promotions/Incentives are and _ feasibility advertising offered to loyal customers studies (posters/ e Additional products and | e Basic business tarpaulins, services are evaluated ethics flyers, social and tried where feasible media, etc.) e Promotional/advertising initiatives are carried out where necessary and feasible 3. Apply Enterprise is built up and Cash flow Setting budgeting and sustained through management business financial judicious control of cash | e Basic financial priorities and management flows management strategies skills ¢ Profitability of enterprise is | e Basic financial ensured through accounting TR — Energy Audit Page 31 of 76 === dc2022-03-0006-pages-40.ppm === e Interpreting basic financial statements e Preparing business e Business internal controls appropriate internal controls e Unnecessary or lower- priority expenses and purchases are avoided plans RANGE OF VARIABLES VARIABLE 1. Business strategies May include: 1 Developing/Maintaining niche market .2 Use of organic/healthy ingredients .3 Environment-friendly and sustainable practices .4 Offering both affordable and high-quality products and services 1.5 Promotion and marketing strategies (e.g. on-line marketing 2. Business operations May include: 2.1 Purchasing 2.2 Accounting/Administrative work 2.3 Production/Operations/Sales 3. Internal controls May include: 3.1 Accounting systems 3.2 Financial statements/reports 3.3 Cash management 4. Promotional/Advertising May include: initiatives 4.1 Use of tarpaulins, brochures, and/or flyers 4.2 Sales, discounts, and easy payment terms 4.3 Use of social media/internet 4.4 “Service with a smile” 4.5 Extra attention to regular customers 1 1 1 | TR — Energy Audit Page 32 of 76