What is the Importance of Your CTTC Position to ASHRAE?

1. What is the Importance of Your CTTC Position to ASHRAE? "Without effective CTTC Chairs, the Society fails. If we can't get people to a meeting in a well lit, comfortable location; with an engaging, easily understandable speaker; to hear a timely topic of broad interest; with a quality meal; and in a convenient location....they won't stay in ASHRAE nor encourage their colleagues to (MP fails); they won't donate to research (RP fails); they won't encourage students or young engineers to participate (oops there go Student Activities and YEA). You get the point. We in the CTTC business are Society's contacts to the membership. WE make the first impression" - Jeff Gatlin, Region VII RVC, 2008-2011

2. 2011 CHAPTER TECHNOLOGY TRANSFER COMMITTEE WORKSHOP Contact Information Regional Vice Chair: Chad Moore Tel.: 601-362-3552 Fax: 601-366-6418 Email: cmoore@ergms.com

3. Contact Information REGIONAL CTTC SUPPORT Regional Program Chair: Ross Wojcik Tel.: 800-993-2872 x.112 Email: rwojcik@thybar.com Regional Refrigeration Chair: Andy Pipkin Tel.: 251-471-2425 Email: apipkin@toromont.com

4. Who Are You?

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

6. ASHRAE’S MISSION To advance the arts and science of HVAC&R to serve humanity and promote a sustainable world

7. ASHRAE ORGANIZATION 52,000Members 176 Chapters 14 Regions Make up the ASHRAE organization

8. 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

9. CTTC REPORTS TO MEMBERS COUNCIL ASHRAE MEMBERSHIP BOARD OF DIRECTORS MEMBERS COUNCIL TECHNOLOGY COUNCIL PUBLISHING & EDUCATION COUNCIL CTTC

10. SOCIETY CHAPTER TECHNOLOGY TRANSFER COMMITTEE • One Chair (Bert Phillips Region XI) • Two Vice-Chairs • Fourteen Regional Vice-Chairs • BOD ex-officio and Coordinating Officer • One Programs Coordinator • One Communications Coordinator • Four non-voting consultants • One Refrigeration • One Technical • One Energy • One Governmental Activities

11. 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 • Promotes governmental Activities

12. Chapter Technology Transfer CommitteeResponsibilities Continued • 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 workshop • Promote continuing education activities at the chapter level

13. Chapter Technology Transfer CommitteeChapter Chair Duties • Provide relevant programs • Inform the chapter members of Technical and government issues • Promote CTTC & Refrigeration Awards (Dan Mills, Technology Awards, Government Activities, Chapter Program Star, Comfort Cooling, and Milton W. Garland Award Programs) • Assist Chapter Refrigeration Chair in refrigeration activities

14. THE“R”IN ASHRAE - REFRIGERATION • Assign a Refrigeration Chair • Plan a Chapter Refrigeration Month • Use the Society Refrigeration Speaker’s List • http://www.ashrae.org/members/page/797 • Andy Pipkin (Region VII) • Joe Buck (Region VII) • Don Siller • Plan Technical Tours of Ice Rinks, Breweries, Food Processing Plants • Use Technical Committees (TC 10 – Refrigeration Systems) for Program Topics & News • http://www.ashrae.org/technology/page/104

15. 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 Manual for Chapter Operations for additional information • CHARACTERISTICS: S pecific M easurable A chievable R ealistic T imetable .

16. Chapter CTTC MBO’s

17. Chapter CTTC Chair Calendar

18. III. Advocacy

19. The Role of ASHRAE in Public Policy ASHRAE knowledge base is important to society Technical, unbiased resource to decision makers Policy decisions are made at international, national, state/province, and local levels Others continue to address issues; ASHRAE must be engaged to help society get it right ASHRAE Mission includes responsibility to humanity

20. The Role of Chapters in Public Policy Many ASHRAE-relevant policy issues are decided at the at the state and local level Chapter members are most knowledgeable about their community Establish your chapter as a resource for local decision makers

21. Potential Issues for Chapter Involvement Building Code Adoptions or Revisions NCEES Model Law Adoption by States Public Building or School Construction Initiatives Reducing Energy Use and Building Environmental Impacts Public Utility Commission Hearings on Energy Efficiency Programs Science and Mathematics Programs in Schools Government Energy Efficiency Incentives

22. Advocacy Resources Current ASHRAE Advocacy Activity and issue details are available at http://www.ashrae.org/advocacy The ASHRAE Washington Office can be contacted at washdc@ashrae.org The “Primer on Government Activities” andthe “Chapter Toolkit” are available at www.ashrae.org/advocacy/page/1262

23. Who Speaks for ASHRAE? The President of the Society And Documents approved by the Society Board of Directors ASHRAE President Ron Jarnagin

24. 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!

25. CHAPTER TECHNOLOGY TRANSFER COMMITTEE PLAN YOUR CHAPTER PROGRAMS April: Set Meeting Schedule May:First Meeting/ConductSurvey 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.

26. 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 • Distribute at chapter meeting and mailto chapter members • Find sample survey at www.ashrae.org/cttc

27. 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) w/ photo in Newsletter just prior to meeting • Provide monthly meeting reminder before meeting via phone calls/e-mails or fax

28. Chapter Meetings ShouldAvoid: Politics Trade (Sales/Business Transactions) Commercialism Religion

29. 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

30. Professional Development Hours (PDH’s) Chapters must comply with the Continuing Education Requirements in their State, Province, or Country A listing of PDH Requirements by state is available at http://www.ashrae.org/education/page/554 A Certificate of Attendance Template for use by chapters is available at http://www.ashrae.org/members/page/611 Hard copy, blank Certificates of Attendance may be ordered at http://www.ashrae.org/chaptersupplies

31. MEETING LOCATION & FACILITIES • Consistent Meeting Dates and Time • Convenient Location • Ensure Adequate Space for Audience • Audiovisual/Lighting Control Equipment Available and Checked Out in advance • Adequate Climate Control System and Good Lighting • Unobstructed Views to Speaker/Podium

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

33. AFTER EACH CHAPTER PROGRAM • Have members complete Program Evaluations after each meeting; Find form at www.ashrae.org/cttc • Send Chapter Speakers Databaseto RVC each month(within 30 days of meeting); Find form at www.ashrae.org/cttc

34. CHAPTER PROGRAMS RESOURCES • ASHRAE Distinguished Lecturers www.ashrae.org/distinguishedlecturers • Regional Speakers Data Base List • CTTC Webpage - www.ashrae.org/cttc See Chapter Programs Resources

35. ADDITIONAL CHAPTER PROGRAMS RESOURCES • DOE Office/Programs-www.eere.energy.gov • 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

36. MONTHLY PROGRAM TOPICS/FORMATS • Panel Programs or Forums • Technical Tours/Field Trips • Technical/Research Talks • Student/Membership Promotion • 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

37. 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

38. PANEL FORUM • Contractor/engineer/architect/owner/ code official/developer • May draw largest attendance • Can be very entertaining and educational

39. FIELD TRIPS University Research Labs Food Processing Facilities Application Installations Laboratories Plant Tours Breweries Clean Rooms

40. SEMINARS/CONFERENCES • One or two per year • Valuable in promoting ASHRAE • Technical Seminars • Co-sponsored Conferences

41. RESEARCH TALKS • ASHRAE Research (staff speakers, Research Administration Committee Members) • University Research • Trade Association Research • Private Research

42. JOINT MEETINGS • Other Nearby Chapters • Other Societies (engineering, technical, architects, construction, contracting, trade)

43. 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

44. 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

45. YOUNG MEMBERS • Meeting or Technical Program Planned by Young Members • Young Member Night, Sports Day, Picnic • Career Mentoring • Professional Development Seminars • Young Members “Idea Breakfast” or Luncheon

46. NON-TECHNICAL TALKS • Legal Aspects (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 • Leadership Skills for Engineers

47. ASHRAE DISTINGUISHED LECTURERS PROGRAM - BENEFITS (Distinguished Lecturer Forms & Information available at www.ashrae.org/distinguishedlecturers) • Chapter receives excellent lecturer to speak on relevant subjects of interest • Opportunity for joint participation of chapters and sister organizations • Society pays lecturer’s transportation to city of event • Opportunities for working with other Chapters to combine DL visits

48. DISTINGUISHED LECTURERS PROGRAMCHAPTER RESPONSIBILITIES: • Participation Form must be submitted to RVC for transmission to ASHRAE Headquarters • RVC approval is requiredfor ASHRAE-paid visits • Promote as a special event • Housing, local transportation, and meals are paid by chapter

49. 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

50. 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