Chapter Technology Transfer Committee Workshop 2014

1. Chapter Technology Transfer Committee Workshop 2014 Contact Information Regional Vice Chair: Telephone: Email:

2. Regional CTTC Support Contact Information Regional Program Chair: Tel.: Email: Regional Refrigeration Chair: Tel.: Email: Regional GGAC Chair: Tel.: Email:

3. Workshop Agenda • Introductions/Sign-In • CTTC Responsibilities • Chapter Programs • Distinguished Lecturer Program • PAOE Criteria/Reporting • CTTC Award Programs • Refrigeration • Questions/Answers/Evaluation

4. ASHRAE’s Mission To advance the arts and science of HVAC&R to serve humanity and promote a sustainable world

5. ASHRAE Organization • 53,000+ Members • 176 Chapters • 44 Sections • 14 Regions Make up the ASHRAE Organization

6. Chapter Technology Transfer Committee (CTTC) • The Chapter Technology Transfer Committee (CTTC) is a General Standing Committee of the Society and operates under the direction of the Board of Directors and Members Council

7. Society Chapter Technology Transfer Committee • One Chair • Two Vice-Chairs • Fourteen Regional Vice-Chairs • BOD ex-officio and Coordinating Officer • One Programs Coordinator • One Communications Coordinator • Three non-voting Consultants • One Refrigeration • One Technical • One Energy

8. Chapter Technology Transfer Committee Responsibilities • Reports to Members Council • Identifies and Develops Resources for Chapter Programs • Coordinates Dissemination of Technical Information to Chapters • Promotes and Administers Award Programs

9. Chapter Technology Transfer Committee Responsibilities, Cont. • Coordinate Input to the Society from Chapters on Standards, Publications, Handbooks, and Position Papers/Statements • Coordinate Chapter Refrigeration Activities • Develop, Maintain and Distribute a Regional Speaker’s List • Assist CTTC Chairs with PAOE Reporting • Attend Chapters Regional Conference and Conduct CTTC Workshops • Promote Continuing Education Activities at the Chapter Level

10. Chapter Technology Transfer Committee Chapter Chair Duties • Provide Relevant Programs • Coordinate distribution of Technical and industry related information • Promote CTTC & Refrigeration Awards • Dan Mills, Technology Awards, Refrigeration “R in ASHRAE,” Chapter Program Star, Comfort Cooling, and Milton W. Garland Award Programs • Assist Chapter Refrigeration Chair with Refrigeration Activities

11. Chapter Technology Transfer Committee Management by Objectives - MBO • DEFINITION: • Objectives are things which are achieved, such as a manual, a product, sales, a plan, employee morale --things which are business results. • See the Chapter CTTC Chair MBO Guide for additional information

12. Chapter Technology Transfer Committee Management by Objectives - MBO • CHARACTERISTICS: Specific Measurable Achievable Realistic Timetable

13. Why Do People Attend Chapter Meetings? • Receive and Transmit Technical Information • Develop Knowledge of Problems and Solutions • Meet Members and Others in the Same Field • Opportunities for Leadership • Fellowship, Enjoyment and Fun!

14. Chapter Technology Transfer Committee Plan Your Chapter Programs • April: Set Meeting Schedule • May: First Meeting/Conduct Survey • July:Develop/Budget Programs • August: Contact Speakers and Make Arrangements • Use the CTTC Chapter Chair Calendar available at www.ashrae.org/cttc. Send your program schedule to CTTC RVC before October.

15. PLAN YOUR CHAPTER PROGRAMS USE THE CHAPTER PROGRAM SURVEY • Used by CTTC In Development of Programs • Use as Planning Tool for Programs • Use to Survey Member Needs/Interests • Find Online Survey at www.ashrae.org/cttc or develop your own

16. PLAN YOUR CHAPTER PROGRAMS • Publish Annual Program Schedule in Chapter Newsletter Each Month • Determine Each Speaker's Needs • Publicize Speaker’s Information (bio & topic summary) with Photo in Newsletter Prior to Meeting • Provide Monthly Meeting Reminder • Before meeting via phone calls and e-mail

17. Chapter Meetings Should Avoid: • Politics • Trade (Sales/Business Transactions) • Commercialism • Religion

18. COMMERCIALISM …the promotion of one’s company or proprietary interest, is prohibited at chapter and regional events. There shall be no implication that ASHRAE approves or endorses a product or system because of claims of compliance with ASHRAE standards or for any other reason. Visit www.ashrae.cttc for ASHRAE’s Commercialism Policy and Guidelines

19. Professional Development Hours (PDH’s) • Chapters must comply with the Continuing Education Requirements in their state, province, or country • A Certificate of Attendance Template for use by chapters is available at https://www.ashrae.org/society-groups/committees/cttc-program-resources • Hard copy, blank Certificates of Attendance may be ordered at http://www.ashrae.org/chaptersupplies

20. Meeting Location and Facilities • Schedule Consistent Meeting Dates and Time • Provide a Convenient Location • Ensure Adequate Space for Audience • Check out Audiovisual/Lighting Control Equipment in Advance • Ensure Adequate Climate Control System and Good Lighting • Ensure Unobstructed Views to Speaker/Podium

21. Speaker Protocol • Treat Speakers & Distinguished Lecturers as Special Guests • Identify Equipment/Audiovisual Needs • Prepare Introduction Materials • Plan for Program Time Allotted • Audience Size, Room Size and Expectations • Maximize Speaker’s Full Schedule • Confirm Transportation, Lodging, and Remuneration • Send a Thank you Letter

22. After Each Chapter Program • Have members complete Program Evaluations after each meeting • Locate form at www.ashrae.org/cttc

23. Chapter Programs Resources • ASHRAE Distinguished Lecturers www.ashrae.org/distinguishedlecturers • See Chapter Programs Resources at www/ashrae.org/cttc

24. Additional Chapter Programs Resources 3. Professional Liability Insurance Carrier/Firms • BOMA – www.boma.org • SMACNA – www.smacna.org • Municipal/State Building Officials • AIA Institute – www.aia.org • MCAA – www.mcaa.org

25. Monthly Program Topics/Formats • Panel Programs or Forums • Technical Tours/Field Trips • Technical/Research Talks • Student/Membership Promotion • Annual CTTC Webcast • All Day Chapter Seminars • Co-Sponsored Conferences/Seminar • National Engineers Week • Non-Technical Talk • Joint Meetings - USGBC/AIA • Facilities Management • Community Service Activities

26. Technical Talks • ASHRAE Energy Efficiency Standards • Indoor Air Quality • Ventilation/Fans /Pumping Systems • Building Moisture Control • Refrigeration • Life Safety (liability/codes) • BacNet/Communications Protocol • Commissioning

27. Panel Forum • Contractor/Engineer/Architect/Owner/Code Official/Developer • May Draw Largest Attendance • Can be Very Entertaining and Educational

28. Field Trips University Research Labs Food Processing Facilities Application Installations Laboratories Plant Tours Breweries Clean Rooms

29. Seminars/Conferences • One or Two Per Year • Valuable in Promoting ASHRAE • Technical Seminars • Co-sponsored Conferences

30. Research Talks • ASHRAE Research (Research Administration Committee Members) • University Research • Trade Association Research • Private Research

31. Joint Meetings • Other Nearby Chapters • Other Societies (engineering, technical, architects, construction, contracting, trade, CSMPS/SMPS)

32. Mini Trade Shows • Chapter Sponsored Equipment Expositions • Tend to be Good for Chapter Membership and Bank Account • Some Restrictions Apply • Consult Manual of Chapter Operations for Guidelines

33. Chapter Product Shows • Maximum of Three Displays (4 x 8 table) • No Restrictions on Number of Products • Cannot Interfere with Chapter Meeting • No Discussion of Product during Program • Disclaimer Posted in Display Area and Listed in Published Announcements • Consult Manual of Chapter Operations for Guidelines

34. Young Members • Meeting or Technical Program Targeted to the Interests of Young Members • Young Member Breakfast, Luncheon, Night, Sports Day, Picnic, etc. • Career Mentoring by Senior Chapter Members • Professional Development Seminars • Member of MP Committee and YEA Committee to sit on CTT Committee

35. Non-technical Talks • Leadership Skills • Legal Issues (owner, architect, engineer, contractor, manufacturer, sales agent) • Check with local Bar Association/Professional Liability Insurance firms for speakers • Research and Membership Promotion Nights • Building Manager/Owner Problems

36. ASHRAE Distinguished Lecturers Program - Benefits (www.ashrae.org/distinguishedlecturers) • Chapter receives excellent lecturer to speak on relevant subjects of interest • Opportunity for joint participation of chapters and sister organizations • Opportunity for AIA & GBCI Continuing Education Credits for approved presentations • Society pays lecturer’s transportation to city of event • Opportunities to work with other Chapters to combine DL visits

37. Distinguished Lecturers ProgramChapter Responsibilities: • Complete Participation Form and submit to RVC for transmission to ASHRAE Headquarters.RVC approval is required for ASHRAE-paid visits • Promote DL visit as a special event • Reimburse DL for hotel, local transportation, and meals • Prepare Attendance Certificates for distribution to attendees

38. Distinguished Lecturers ProgramChapter Responsibilities: • Complete the Distinguished Lecturer Event Summary Critique (Available at www.ashrae.org/distinguishedlecturers) • Distribute the DL Evaluation Form to all attendees • Collect at the end of the meeting • Compile the attendee rating on the Event Summary Critique • Send completed Event Summary Critique to your CTTC RVC and ASHRAE HQ • CTTC needs your feedback to continue to improve the DL Program

39. Distinguished Lecturers Program HQ Responsibilities: • When Participation Form is received, chapter, lecturer, and RVC’s are promptly sent confirmation • Chapter is sent Publicity Materials for use in promoting event • Lecturer is reimbursed for transportation to city of event following visit

40. Save the DateASHRAE WebcastApril 23, 2015 Retro-Commissioning and the Life Cycle Analysis • Host a Site • Earn Continuing Education Credits • Earn Chapter PAOE Points • For more information about the program, sponsorships, speakers, registration, and continuing education credits please visit www.ashrae.org/RCxWebcast

41. Don’t Forget The “R” In ASHRAE - Refrigeration • Assign a Refrigeration Chair • Plan a Chapter Refrigeration Month • Use the Society Refrigeration Speaker’s List • Plan Technical Tours of Ice Rinks, Breweries, Food Processing Plans • Use Technical Committees (TC 10 – Refrigeration Systems) for Program Topics & News • Promote ASHRAE Refrigeration Awards

42. ASHRAE Learning Institute (ALI)Chapter Professional Development • Instructor-Led Seminars • Self-Paced Courses • Developed and presented by subject matter experts at discounted rates to chapters • Each seminar uses ASHRAE peer-reviewed materials that provide practical information that can be put to immediate practice. Visitwww.ashrae.org/educationfor more information

43. ASHRAE Certificationwww.ashrae.org/certification Chapters earn 50 PAOE points for each member who earns or renews an ASHRAE Certification

44. ASHRAE Certification Programswww.ashrae.org/certification ASHRAE Offers Six Certification Programs • Healthcare Facility Design Professional (HFDP) • High-Performance Building Design Professional (HBDP) • Operations & Performance Management Professional (OPMP) • Commissioning Process Management Professional (CPMP) • Building Energy Modeling Professional (BEMP) • Building Energy Assessment Professional (BEAP)

45. Presidential Award of Excellence (PAOE) • PAOE recognizes and rewards members who perform activities to support ASHRAE initiatives • The PAOE Newsletter, Instructions, and Award Descriptions are available at www.ashrae.org

46. Where to Get More Information • Your CTTC Regional Vice Chair • Candace Pettigrew, Chapter Programs Manager (cpettigrew@ashrae.org) • CTTC Web Page at www.ashrae.org/cttc • Manual of Chapter Operations (MCO) – Online at www.ashrae.org