CHAPTER TECHNOLOGY TRANSFER COMMITTEE WORKSHOP

1. FALL 2008 CHAPTER TECHNOLOGY TRANSFER COMMITTEE WORKSHOP Contact Information Regional Vice Chair: Tel.: Fax: Email:

2. Contact Information REGIONAL CTTC SUPPORT Email: Regional Program Chair: Tel.: Fax: Email: Regional Refrigeration Chair: Tel.: Fax: Email: Regional TEGA Chair: Tel.: Fax: Email

3. Workshop Agenda • Introductions/Sign-In • CTTC Responsibilities • Chapter Programs • Distinguished Lecturer Program • PAOE Criteria/Reporting • CTTC Award Programs • 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 50,000Members 172 Chapters 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 • Four non-voting consultants • One Refrigeration • One Technical • One Energy • One Governmental Activities

8. Chapter Technology Transfer CommitteeResponsibilities • 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

9. 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

10. 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

11. 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

12. 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 Appendix Y of the Manual of Chapter Operations (MCO) for additional information • CHARACTERISTICS: S pecific M easurable A chievable R ealistic T imetable .

13. CTTC “Issue” Activities? Q: What is an Issue? A: A real or perceived situation where government policies may be established (or considered) for various reasons, including public health and safety Q: Where is information available? • A: The ASHRAE Washington Office's Government Issues; Updatesat ASHRAE Government Affairs Program and Activities CTTC Issues Updates available at www.ashrae.org/cttc; Position Documents available at www.ashrae.org; and the Society’s Advocacy Committee established to coordinate government activities

14. Chapter Technology Transfer CommitteeRole In Issues • Remain knowledgeable on current status of major issues • Be the chapter source for issue information • Provide information to interested parties: • Local ASHRAE members • Technical professionals outside of ASHRAE • The citizen community • News and trade media • Local governments

15. Who Speaks for ASHRAE? The President of the Society And Documents approved by the Society Board of Directors ASHRAE President Kent Peterson

16. Who Represents The Local Chapter? Member(s) authorized by the chapter leadership

17. 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!

18. 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 Send program schedule to CTTC RVC before October.

19. PLAN YOUR CHAPTER PROGRAMSUSE 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

20. 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

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

22. 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.org for ASHRAE’s Commercialism Policy and Guidelines

23. 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

24. 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 Remuneration • Send a Thank you Letter

25. AFTER EACH CHAPTER PROGRAM • Have members complete Program Evaluations after each meeting; Find form on Workshop CD and Handout • Send Chapter Speakers Databaseto RVC each month(within 30 days of meeting); Find form on Workshop CD and Handout

26. CHAPTER PROGRAMS RESOURCES • ASHRAE Distinguished Lecturers • ASHRAE Speakers Database for chapter use available at www.ashrae.org • ASHRAE Meeting Seminar Recordings DVD • Regional Speakers Data Base List • Government Agencies

27. ADDITIONAL CHAPTER PROGRAMS RESOURCES • DOE Office/Programs-www.eere.energy.gov • Professional Liability Insurance Carrier/Firms • BOMA – www.boma.org • SMACNA – www.smcna.org • Municipal/State Building Officials • AIA Institute – www.aia.org • MCAA – www.mcaa.org

28. MONTHLY PROGRAM TOPICS/FORMATS • Panel Programs or Forums • Technical Tours/Field Trips • Technical/Research Talks • Student/Membership Promotion • CTTC Satellite Broadcast/Webcast • All Day Chapter Seminars • Co-Sponsored Conferences/Seminar • National Engineers Week • Non-Technical Talk • Joint Meetings -USGBC/LEEDS • Facilities Management • Community Service Activities

29. 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

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

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

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

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

34. JOINT MEETINGS • Other Nearby Chapters • Other Societies (engineering, technical, architects, construction, contracting, trade, CSMPS/SMPS)

35. 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

36. 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

37. ASHRAE DISTINGUISHED LECTURERS PROGRAM - BENEFITS 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

38. DISTINGUISHED LECTURERS PROGRAMCHAPTER RESPONSIBILITIES: • Participation Form must be submitted to RVC for submission to ASHRAE HQs (Find form on Workshop CD and in Handouts) • RVC approval is requiredfor ASHRAE-sponsored visits • Promote as a special event • Housing, ground transportation, and meals are paid by chapter • Evaluation form is submitted to ASHRAE HQ after DL event: Find form on Workshop CD and in Handouts

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. CONTINUING EDUCATIONASHRAE LEARNING INSTITUTE (ALI) COURSE LICENSING Chapters may obtain license to present ASHRAE courses using local speakers ADVANTAGES FOR CHAPTERS • ASHRAE courses are available locally • Generates revenue for chapters • Earn PAOE points (See Handouts for additional information)

41. ASHRAE LEARNING INSTITUTE (ALI) CONTINUING EDUCATION PROGRAMS Professional Development Seminars • 2-Day seminar presented by ASHRAE instructors around the country Short Course Series (SCS) • 3-Hour instructional seminar presented during Society Meetings Self-Directed Learning Course (SDL) • Self-contained home study course On-Line Web Courses • Various continuing education programs presented by ASHRAE instructors eLearning now available from ALI. Earn Your PDHs/CEUs On-demand, Online at www.ashrae-elearning.org

42. MINI TRADE SHOWS • Chapter sponsored equipment expositions • Tend to be good for chapter membership and bank account • Some restrictions apply

43. MINI TRADE SHOW RESTRICTIONS • 10,000 sq. ft. total maximum display area; 100 sq. ft. maximum individual display area; no more than two display areas per organization; one display area to promote ASHRAE • Minimum 3-hour technical seminar • Society disclaimer posted in display area and listed in published material • Notice must be sent to DRC and ASHRAE Director of Member Services

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

45. Your CTTC Regional Vice Chair Chapter Programs Manager, Rosy Douglas (rdouglas@ashrae.org) CTTC Web Page – At www.ashrae.org/cttc Manual of Chapter Operations (MCO) – Online at www.ashrae.org WHERE TO GET MORE INFORMATION?

46. Thank you for your attention. See you at the next ASHRAE Meeting!