CRC CHAPTER SUMMARY REPORT

2014-2015

Joe Sanders

Central Oklahoma Chapter President

Telephone: (405) 919-2118

1

TABLE OF CONTENTS

INTRODUCTION 2

CHAPTER PROBLEMS 4

CHAPTER INNOVATIONS AND SUGGESTIONS 5

CRC SUMMARY FORM 8

CRC SUMMARY FORM BACKGROUND 9

1. MEMBERSHIP PROMOTION 9

2. STUDENT ACTIVITIES 10

3. YOUNG ENGINEERS IN ASHRAE 10

4. CHAPTER TECHNOLOGY TRANSFER AND ATTENDANCE 11

5. RESEARCH PROMOTION/FUNDRAISING 13

6. CHAPTER HISTORY 14

7. SOCIAL MEDIA 15

8. REFRIGERATION 16

9. HONORS AND AWARDS 17

10. SUSTAINABILTY 17

11. GRASSROOTS GOVERNMENT AFFAIRS 18

12. FINANCES 19

LIST OF APPENDICIES 20

SAMPLE NEWSLETTER 13

SAMPLE ICONTACT EMAIL UPDATE 23

COMMITTEE CHAIRS MBO’S 26

ASHRAE INSIGHTS ARTICLE

CHAPTER ROSTER

2

INTRODUCTION

The Central Oklahoma Chapter has a long history of being one of the premier chapters

within Region VIII. While our chapter has been fortunate to have been awarded the

Golden Gavel on 15 occasions, it has been 22 years since it was last brought back to

central Oklahoma. Our goal this year was to recreate the momentum that once flourished

in our chapter and establish a system that would make this momentum sustainable long-

term.

Our chapter has begun to build a strong back log of capable leaders. While the leadership

pipeline has been an issue in the past, we began the process of developing it by relying on

our YEA members. Eight of our committee chairs this year are members of YEA, our

chapter sponsored two of those members to attend YEA Leadership Weekends. We have

also identified a third YEA member to attend early next ASHRAE year. Those future

leaders also leaned on one another as our chapter sponsored our first PE examination

study sessions in the fall. Several of these members have already expressed interest in

becoming officers in the future.

We believe we have also set in place a scholarship program that will help ensure that our

industry continues to attract top talent in our region. We have two endowments at

Oklahoma State University and a third endowment with the Oklahoma City Community

Foundation that provide stable funding for scholarships. Our total endowment exceeds

$150,000.00. Through these endowments we were able to award four scholarships

totaling $6,900.00 this year. We believe these scholarships serve as a means to introduce

future members and possibly leaders to ASHRAE. Two past recipients, Adam Shupe and

Chad Wolfe, are currently active members in our chapter.

We have had a strong year with our programs and our membership agreed as our

attendance has increased by over 25% compared to the 2013-2014 year. Our highlights

included presentations by Oklahoma’s Secretary of Environment and Energy, Mr.

Michael Teague, Ed Tinsley on Retro-commissioning, and Distinguished Lecturer Ross

Montgomery on bEQ. We also held joint meetings with AIA and PHCC. Our chapter

held its first Spouse’s Night in nearly a decade. Approximately 80 members and

spouse’s enjoyed a five star meal and tour at our local culinary institute.

Article from February Insights publication

CENTRAL OKLAHOMA MAKES ASHRAE HEADLINES

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In addition to bringing in Secretary Teague to meet with our chapter, which was

recognized in the February issue of ASHRAE Insights, our GGAC committee held our

first “Day on Hill” in conjunction with the NE Oklahoma Chapter. We were able to

make many new contacts within our legislature and identify a congressman that would

help us with ASHRAE’s presence in the capital in the future.

Our inaugural year for our Sustainability Committee was a great success. Our chapter

sponsored two community service events with non-profit organizations, the Oklahoma

City Boathouse Foundation and Rebuilding Together. We were also able to get a local

contractor to provide $3,000 worth of improvements to a lower income senior citizen’s

home.

Our chapter honored two of its past presidents by inducting them into the Central

Oklahoma Chapter Hall of Fame. Past DRC John Harrod, and past president (current NE

Oklahoma Chapter member) Mike Beda were honored in January for their service not

only to our chapter but for their work at the regional and national levels. They were our

first inductees in 15 years.

Honors and awards chairman Tino Mendez, left, inducts John Harrod, center, and Mike Beda, right, into

COK Chapter Hall of Fame

Our biggest fundraiser, our annual golf tournament, was once again a tremendous

success. We were able to attract more sponsors this year and increase the sponsorship

level of a few of our supporters. The tournament is our main funding source for

increasing our scholarship endowments and funding for research. This year we had a

surplus of more than $13,000.00 dollars, which we split equally between research and

scholarships.

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CHAPTER PROBLEMS

In order to return our chapter to the heights we had once achieved, it is imperative that we

take an honest look at what problems remain. As with last year, our greatest current need

is to develop our committee chairs and chapter leaders into chapter officers. While we

have begun to build a strong pipeline of future leaders, it was difficult this year to find

qualified candidates willing to serve in the officer positions. As noted in the introduction,

we have several YEA members that have stepped up into the committee chairs and have

voiced their willingness to serve as officers in the future. We feel that it is important to

allow them to grow through the chairs prior to progressing through the officer seats.

While it may make our nomination committee’s job a bit harder short term, it is in the

best interest of our chapter’s long-term future.

Our chapter is not as strong as in the past with our Student Activities. While our

committee chair has done an excellent job this year engaging and participating with the

student chapters, we have not done a good job of integrating the students with the

membership. Our meetings being held during the lunch hour often prohibit the students

from attending, keeping them isolated from our members. We held two evening

meetings this year, one of which was our spouse’s night, which really limited their

opportunities to attend. We had a great turn-out from the students during our evening

meeting in January, so we may need to consider having a couple more each year. The

January meeting also allowed us to reach back out to our inactive student branch from

Oklahoma Christian, 11 of their students attended and we may have identified a possible

faculty advisor for the future.

Research Promotion got off to a slow start this year. While we still anticipate hitting out

fundraising goal, we would prefer to raise more money in the early stages of the

ASHRAE year. We have identified a new committee chair and several volunteers that

are willing to put forth the effort to accomplish that goal next year.

A minor problem has been able to get accurate attendance counts prior to our meetings.

We currently allow members to register and pay in advance though our website, but a

number of people register and never show and even more show but never register. Our

plan heading into next year is to increase the cost to members who do not register and

pay in advance to $25 a meeting. Our goal is that this will be an incentive to register in

advance and actually show up.

Finally, it has been one of our chapter goals for years to do a better job of recognizing

excellence. We have tried to get our engineers to submit their projects for chapter,

regional, and national awards but none have shown much interest. We intend to push

heavily on our engineers involved in our leadership to submit their own projects for

consideration.

5

CHAPTER INNOVATIONS AND SUGGESTIONS

Our chapter was very strong in several areas this year. We began the year by holding

individual goal setting meetings with the committee chairs as early as February 2014. As

a result, the following are some of the many goals and ideas we implemented this year.

Last year our chapter’s meeting attendance had fallen off greatly. One of our goals was

to begin the recovery process and get our members re-engaged. After polling our

members we learned that several simply forgot about our meetings. Our solution was

pretty simply, we sent “save the date” cards by mail to every member before our first

meeting. Not only did our attendance immediately rebound, but these cards can been

seen at almost any firm in town hanging on engineers’ walls.

Save the date card sent to our membership

Another big factor in recovering our attendance was our selection in programs for the

year. In the past we had relied very heavily on our local reps and manufacturers to

provide our programs, our goal this year was to get away from that trend. Of our eight

chapter meeting, only two presenters were manufacturers and both of their presentations

were more heavily weighted on ASHRAE standards and not on products. We also

surveyed our membership last June before firming up the schedule to ensure we were

providing them the information they wanted to hear. These steps in developing our

programs this year were a huge success, and more than a few members have commented

that this was the best slate of programs they could recall.

This year we also reintroduced our printed roster. We had shifted to an online version

over the past couple of years, but many of our members were unaware it was there and

simply never accessed it. While printing a roster is by no means innovative, we took this

as an opportunity to raise funds for our upcoming CRC in Oklahoma City. We thought

we may be able to raise around $1,500.00, which would offset the cost of printing and

still put $1,000.00 in our CRC fund, but we actually were able to raise $ 3,800.00. This

was a great help as we had been moved up in the CRC rotation several years and had

6

been behind schedule on the seed money. The roster proved to be very popular with the

membership and the advertisers seem pleased with their investment as well.

We put a lot of our focus and effort this year into increasing ASHRAE’s presence within

our local and state government. We started by inviting Oklahoma’s first Secretary of

Environment and Energy, Michael Teague to speak to our chapter. We sent him the

invitation in May of 2014 and he gladly accepted a few months later, his schedule is

incredibly busy so the early invitation was critical to his acceptance. His presentation

opened the door to further dialog with the Secretary’s office as it pertains to minimum

efficiency requirements. We also have several members who have gotten involved at the

local level volunteering to assist with local commercial and residential code adoption, as

well as working with Oklahoma City’s Department of Sustainability to offer our

member’s expertise when considering future regulations.

Our GGAC also conducted, in conjunction with the Northeast Oklahoma Chapter, our

first “Day on the Hill”. A handful of our members visited with and left ASHRAE

position papers with their local legislators and those that were on committee’s that would

pertain to our industry. The event was a success and a learning experience. On the

success side, we were able to identify one member of the legislature that was actually a

member of ASHRAE and he had offered to assist us in the future on matters pertaining to

ASHRAE. On the learning side, we were basically told by members of congress that

unless we were constituents of their districts then they would give us little to no time.

With that in mind we are in the process of forming a calling/email committee. We hope

to identify members of ASHRAE spanning as many of our districts as possible and have

them contact their legislators on issues important to our organization.

Over the past several years it seemed as though most members were showing up to watch

a presentation and get their PDH. With the greater availability via office and internet

presentations, relying on members to maintain their membership and show up simply for

the development hours seems destined to fail. With that in mind we wanted our chapter

to become both a technical resource and a social resource for our membership. This year

we re-established our spouse’s night, which had been abandoned several years earlier. In

order to make this event work again, we held the event at a higher end restaurant, which

was also a training kitchen at our local culinary college. The event was a tremendous

success; we sold out all 80 tickets and received high reviews from members and spouses

alike. We believe that if we continue to build on social components like this, as well as

weekend community service events and our YEA events, then we will build a stronger

chapter long term.

Members and their spouses enjoy our Spouse’s Night at District 21

7

We separated our social media and our webmaster responsibilities. While we had done a

tremendous job keeping our website current, our social media accounts were not. By

establishing a social media chair this year, we were able to post pictures and updates on a

much more regular basis and were really able to reach our YEA members with greater

success. Our chapter now has a current presence on Facebook, Twitter, LinkedIn, and

Instagram.

As mentioned in the introduction, we appointed our first sustainability chair this year.

We felt that working in our in our community providing sustainable community service

would not only increase awareness of ASHRAE, but also serve as a team building

exercise for the participants. Both events we held were a well-attended and certainly

achieved our goals. We plan on continuing to be a presence in our community, as seen in

the index photo and below, in the future and expect more members will volunteer their

time to get involved.

Members show off their haul after community service on our river front.

Our chapter also created a public Drop Box for the committee chairs, board members,

and officers. The idea is to have a central location for electronic documents to be stored

that may be beneficial to future leaders. In years past it felt as though we were constantly

reinventing the wheel with each new chairperson or officer. This way we have an avenue

to build off the work of successful predecessors and take some of the stress off of new

leaders we hope to recruit.

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2014-2015 SPRING CRC

CHAPTER SUMMARY REPORT REGION REGION VIII

CHAPTER WEBSITE:

www.ashraecok.org

CRC LOCATION FT. WORTH CHAPTER CENTRAL OKLAHOMA CHAPTER NUMBER 068 1. MEMBERSHIP PROMOTION YTD/REPORTED

2014-2015

REPORTED

2013-2014

REPORTED

2012-2013

NUMBER OF AREA-ASSIGNED MEMBERS (AAM)

260

274

273

NUMBER OF CHAPTER DUES PAYING MEMBERS (CDPM)

121

178

144

NUMBER OF NEW MEMBERS TO DATE (AAM)

34

13

26

NUMBER OF MEMBERS DELINQUENT TO DATE (AAM)

22

27

17 2. STUDENT ACTIVITIES

NUMBER OF NEW STUDENT MEMBERS

22

11

16

NUMBER OF ACTIVE STUDENT BRANCHES

2

2

3

3. CHAPTER TECHNOLOGY TRANSFER

NUMBER OF REGULAR MONTHLY MEETINGS WITH TECH PROGRAM

9 (8 TO DATE)

8

8

MONTHLY MEETING ATTENDANCE (TOTAL/AVERAGE)

543/68

433/54

560/70

NUMBER OF SEMINARS, ALI COURSES, TOURS OR OTHER

TECHNICAL PROGRAMS OUTSIDE REGULAR MONTHLY MEETING

6

4

2

NUMBER OF TECHNICAL PROGRAMS ON REFRIGERATION

TECHNOLOGY

1

1

1

NUMBER OF SOCIAL EVENTS SEPARATE FROM A TECHNICAL

PROGRAM (I.E. GOLF, MEMBER’S NIGHT OUT, ETC.)

8

7

5

NUMBER OF ADVOCACY MEETINGS AND OTHER ACTIVITIES

1

0

0

NUMBER OF TECHNOLOGY AWARD SUBMITTALS TO

CHAPTER/REGION

0

0

0

4. RESEARCH PROMOTION/FUNDRAISING

CHAPTER GOAL

$ 38,000.00

$ 38,000.00

$ 45,000.00

TOTAL DOLLARS CONTRIBUTED

$ 32,010.00

$ 39,177.00

$ 37,262.00

5. CHAPTER HISTORY

CHAPTER HISTORICAL DISPLAY AT CRC

YES

NO

YES

CHAPTER HISTORY MOVED TO WEB SITE

YES

YES

YES

6. FINANCES

TOTAL FUNDS BALANCE

$27,502.29

$26,591.90

$ 23,820.00

CHAPTER DUES

$ 40.00

$ 40.00

$ 40.00

MEMBER COST OF MEALS

$ 20.00

$ 20.00

$ 20.00

DATE OF LAST CHAPTER AUDIT

JULY 2014

JAN 2013

JAN 2013

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CRC SUMMARY FORM BACKGROUND

The preceding page contains our CRC Summary Form. The following are our committee

reports, written by each Committee Chairperson, that are intended to supplement the

information contained in the table.

1. MEMBERSHIP PROMOTION

The Central Oklahoma Chapter has made great strides generating positive energy this

year. As I complete my first year as membership promotion chair I’m excited and

encouraged by the direction of our membership. The membership promotion committee

has been instrumental in achieving the goals we set at the beginning of the year. I’m

excited to say we have signed up 34 new members (year to date). Our delinquency rate

has been below 2% for much of the year as we have done a great job following up with

delinquent members and encouraging them to renew. The majority of the members that

fell off switched to either the Aerospace or Oil/Gas industries. We tailored our activities

as a committee to maximize PAOE points and impact. I summarized the activities below:

• We recognized new members at each chapter meeting and in the monthly

newsletter. Additionally new members were contacted before each meeting to

encourage their attendance

• Each Committee chair called a non-member and invited him to the upcoming

Chapter meeting each month (generated 4 new members)

• Membership Promotion sponsored two YEA Events. At one of the events we

toured the Veolia Central Plant in downtown OKC and then had drinks at a local

watering hole.

• Membership Promotion sponsored two Chapter Meetings by having a “Bring a

Guest” event and “ASHRAE Membership” event where we spoke about the

benefits of membership

• Renewal of Membership has been promoted through all communication with the

local

• I went through the roster and encouraged those that qualified to advance to

Members. This resulted in 8 Advancements

Turn-out was high to here Ed Tinsley's presentation on Reto-Commissioning

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2. STUDENT ACTIVITIES

This year we are very pleased to have grown in our student members this year. We have

had a total of 25 new student members join our chapter. 7 of these new members joined

the Student Chapter at Oklahoma State University, where our long standing Student

Chapter there continues to thrive. They maintained a strong presence at Chapter meetings

throughout the year, as well as taking 6 students to Chicago for the Winter Conference.

18 of the new student members this year joined the Student Chapter at the University of

Oklahoma, as well as taking 2 students to Winter Conference in Chicago. The OU

Chapter has also attended meetings throughout the year. We are encouraged by the

growth in activity from the Oklahoma University Chapter, a Chapter that has not been as

active in the past. We have also seen more activity out of the Oklahoma Christian

Students this year, with many students attending meetings this year. This Chapter should

continue to be a focus for next year to help the Chapter grow further.

Our Chapter was happy to, once again, help finance students to the Winter Conference.

The Chapter contributed $1000, as well as an additional $600 from the region, that was

split evenly by OU and OSU to help cover travel and registration expenses. The Student

Chapter President from each school reported to the Region about their experiences.

3. YOUNG ENGINEERS IN ASHRAE

The YEA members of the Central Oklahoma Chapter had an awesome year. We had a lot of great activities in which we grew professionally as well as growing current relationships and building new ones with peers in our industry. We had lots of events getting together for just fun as well as being involved in our chapter’s philanthropy events. This year we started PE study sessions for interested members. We had chapter members and YEA members volunteer their time to help prepare members for their upcoming test. The sessions were a success and we had a 100% pass rate for the PE test. This year we had more involvement than we have had in the past. Lots of new members started coming to our YEA events. Our events included happy hours, a technical tour of our downtown central chiller and boiler plant, study sessions, and philanthropy events. Through these events we have formed wonderful relationships and personal development skills that will stay with us throughout our career.

YEA Happy Hour underway

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4. CHAPTER TECHNOLOGY TRANSFER AND ATTENDANCE

The Central Oklahoma Chapter Technology Transfer Committee worked really hard this year to provide excellent programs that the members would enjoy and to maintain or raise the average attendance of the monthly meetings. The training at the Little Rock CRC was very helpful and many ideas discussed in that session used throughout the year by the committee. The first was conducting a survey of the members to see what types of meetings they wanted. A survey was sent and the results compiled in June 2014. This information helped the committee decide what type of programs/speakers to have, whether we should have some evening meetings, and gave ideas for types of tours the members would be interested in.

Our chapter meetings this year were as follows:

1. Oklahoma Secretary of Speaker: Secretary Michael Teague

Energy and Environment

Secretary Teague and he gave a great presentation of what his office is responsible for such as energy production, water resources, earthquakes, energy codes, and much more. Towards end of presentation a great question/answer session took place discussing Oklahoma energy codes and what is needed to get them updated. This was a joint meeting with AIA. Attendance: 68 Guests: 17

2. Retro-Commissioning of Health Care Facilities Speaker: Ed Tinsley

Tinsley, with TME, gave an excellent presentation on retro-commissioning and gave great advice for control strategies that would apply to any facility, not just health care. He was very entertaining and did a great job engaging the audience.

Attendance: 74 Guests: 12

December Speaker Bruce Pitts, right, with chapter president Joe Sanders, left

3. Professional Ethics Speaker: Bruce Pitts

Bruce Pitts is the Director of Enforcement for the Oklahoma State Board of Licensure for Professional Engineers and Land Surveyors. His presentation was on professional ethics and he did a very clever take on it by comparing the Oklahoma state licensing laws on ethics to the ASHRAE Code of Conduct. This resulted in many members realizing that ASHRAE actually has an ethics policy and all members are obligated to adhere to it. Attendance: 60 Guests: 2

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4. VRF Regulations, Codes, and Standards Speaker: Keith Reihl

Mr. Reigh is with Mitsubishi and he presented on refrigeration requirements and where the future of it is headed. It had a lot of useful information and is important because VRF systems will likely be used more and more in this market.

Attendance: 56 Guests: 21

5. ASHRAE bEQ Speaker: DL Ross Montgomery

Building Labeling Program

Our distinguished lecturer this year was Mr. Montgomery and he did not disappoint. He spoke on the ASHRAE bEQ program and gave a lot of good insight from its origins to where it is headed in the future. Many members did not have a clear understanding of what it was prior to this meeting and now it is something we can offer to our owners to help them have more energy efficient facilities.

Attendance: 94 Guests: 14

6. Kitchen System Basics Speakers: Shane Armstrong/Carl Cressey

We had a very special evening planned for this meeting and it went better than expected. This event was labeled as “Spouses Night” and the meeting took place at a local culinary college’s state of the art restaurant and teaching kitchens. The members, and their spouses, got to tour the teaching kitchens and the tour was led by Halton Hood’s representative Shane Armstrong. He explained how the hoods worked and in what applications the different options would be best for. After that, another tour of the extremely large mechanical room serving the facility was given by the Temtrol representative Carl Cressey. He answered many questions about the 20+ air handling units that serve the facility.

This event also served as the Refrigeration Tour and the refrigeration specific components were walk-in freezers/cold storage, refrigerated countertops used to keep meat cool, and remote refrigeration machines serving facility.

Attendance: 72 Guests: 31

7. HVLS Fans & ASHRAE 55 Speaker: Jason Hornsby

Jason Hornsby, with MacroAir, spoke on High-Velocity Low-Speed fans and their application environments and options to consider when using them. He discussed how you can reduce AC tonnage and run-time and better disperse conditioned air in a building space. Attendance: 51 Guests: 5

8. Psychometrics (upcoming in May) Speaker: Bruce Albertson

This presentation will be by our very own local psychometric expert, Bruce Albertson. This will be a very applicable session where he will lead a discussion on Applied Psychometrics and plan to use the actual meeting room as the example to determine the moisture and temperature load and actual supply air conditions needed to achieve the desired room conditions. His goal will be to help members understand that 55° dry bulb /55° wet bulb is not always the solution.

The quality of the program topics and speakers was very evident by the surveys received each month. The average score was 96 out of 100 based on topics of presentation, presentation of material, whether information presented was useful, and adherence to ASHRAE’s commercialism policy. As is standard operation, we offered PDH certificates at every technical meeting. The combination of great topics, great food, and PDH certificates lead to an average attendance of over 70 people, which is about 30% of our members.

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Outside of our regular monthly programs the chapter also:

1. Held a joint meeting with PHCC and the presented was the Chief Oklahoma City Inspector, Jerry King. He discussed recent changes to the building codes and how they affect us locally. 68 total were in attendance with the majority being ASHRAE members.

2. Toured the Violia central plant that serves a large portion of downtown Oklahoma City.

3. Toured the new CHK Central Boathouse that employees a VRF system to maintain office space, a workout facility, art gallery, and performing arts space.

4. Will be hosting this year’s ASHRAE Webcast in three locations including the University of Oklahoma.

Overall, this ASHRAE year was a great success and the chapter has well exceeded Par for PAOE points. Hopefully next year can expand on this one and provide even higher

quality to our members.

After a Sustainability event we toured the new CHK Central Boathouse and inspect the VRF installation

5. RESEARCH PROMOTION/FUNDRAISING

The Region VIII Vice Chairman has set a resource promotion goal for this year at

$38,000 based on last year’s campaign, which resulted in $39,177 of qualifying

contributions. At the time of this report, this year’s reporting contributions total $31,010

with another $1,000 of contributions being processed for a total of $32,010.

Contributions toward Full Circle and the annual golf fund raiser were successful early in

the campaign. A calling campaign was instigated a few months ago to gain some

additional momentum towards meeting the resource promotion goal. Although not all the

contributions are reporting, the calling campaign has already proven to be

successful. Once all contributions are processed, a final calling campaign will be

initiated to make one final push towards the goal, which we are optimistic to achieve.

We are also seeing an increase in the number of contributors to our campaign compared

to last year. Increasing the number of contributors, regardless of the donation amount,

was seen as critical to this year’s campaign in order to get more people used to donating

each year moving forward. Compared to this time last year, we have increased the year-

to-date contributors by approximately 71% and have already exceeded last year total

number of contributors overall by 31%.

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Our incoming RP Chair is committed to attend the Centralized Training, so we are

expecting a good 2015-2016 campaign.

6.CHAPTER HISTORY

The goals of our committee continue to be to…

Inspire Central Oklahoma ASHRAE members to greatness, through…

• Seeing how each member is a part of history – “I fit in here. My work is

significant.”

• Encouragement of members setting personal professional goals through learning

about others’ achievements

• Realizing "I affect, influence and inspire others.”

Learn from Mentors, through…

• Appreciating HVAC pioneers and champions

• Building relationships with industry seniors and encouraging older members to

mentor younger members

The committee has worked to accomplish these goals mainly through communication

with the membership. Seven articles have appeared so far in this year’s newsletters, 6 by

the chapter historian and one by the honor & award committee chairman.

Most of our historical material has been sorted and categorized. We received about 7

additional boxes of chapter historical mementoes from our previous historian. Ten fellow

regional chapter historians were sent original CRC Reports from their won chapters

which Bob Vermillion had accumulated from the 1970’s, ‘80’s and ‘90’s.

We have scanned about 100 old photographs of chapter events and CRC’s. We have

published these pictures on our chapter website in the history tab, and now are in the

process of placing captions under select photographs. Other items to be added to the

history section of the website include old CRC reports, recalls with past presidents,

chapter TimeLine reports and miscellaneous history documents. We already publish past

newsletters which contain reviews of chapter meetings, and chapter news.

We have planned a Life Member recognition time in our May meeting.

Pictures of speakers at chapter meetings have been taken during meetings, and are used in

both the newsletters and social media including Facebook, Instagram and Twitter.

We have nominated Dr. Faye McQuiston for the Lou Flagg History award for his history

of Bill Collins which the chapter has published.

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7. SOCIAL MEDIA

Social media has become the prevailing means for people to connect, interact, and keep up with events. In an effort to be more inclusive of younger generations of engineers and to make chapter news and event information more accessible, the Central Oklahoma Chapter of ASHRAE formed a new committee in November 2014. The Social Media Committee manages the chapter’s official online accounts. We are now active on Facebook, Instagram, Twitter, LinkedIn, and Reddit. Posts typically include reminders about ASHRAE meetings and events beforehand, pictures of chapter events afterwards, pictures of ASHRAEers in action on job sites and tours, interesting tidbits from relevant articles, HVAC facts, and archived chapter photographs. In the past 5 months, Facebook likes have increased by 26%, an Instagram account was created and now has 23 followers, Twitter followers have increased by 128%, a LinkedIn group was created and now has 15 members, and, more recently, a Reddit username was created to continue interactions online. Members are finding it easier to keep track of chapter events, browse thru pictures of ASHRAE events, and keep up to date with chapter news. Facebook offers valuable insight into the demographics of followers of the ASHRAEcok page. The majority of followers (75%) are male, no surprise there since the majority of ASHRAE members are male.

Figure 1: Demographics of Likes

Interestingly, the majority of people who interact (like posts, share posts, make comments) with the page (70%) are female.

Figure 2: Demographics of Interactors

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This is surprising since there are only three regularly active female members in the local chapter. Yet, there is clearly a strong group of support online from women. Another interesting insight is that the largest group of followers is the 25-34 year age range. Our YEA members and our ladies are supporting the chapter on social media! When young people see other young members in the organization, they have someone that they can relate to and help them feel like they can be useful despite having less knowledge or experience than the lifetime members. It is even more important for women in a predominantly male industry to see fellow female members. Young members become young leaders who inspire young people to become young engineers. As a chapter, we are starting to include more women and young people. This is an excellent trend to have and a trend that should continue. Connect with us! @ASHRAEcok #ashraecok facebook.com/ASHRAEcok instagram.com/ASHRAEcok (@ASHRAEcok) twitter.com/ASHRAEcok (@ASHRAEcok) linkedin.com/groups/ASHRAE-COK-8228080 reddit.com username ASHRAEcok

Members get an up-close look at an air handling unit manufacurer

8. REFRIGERATION

As the Refrigeration Committee Chair my first goal for the 2014-15 ASHRAE years was

to organize and execute a successful refrigeration tour. The tour was conducted in

March and was very well attended. We visited the Francis Tuttle School of Culinary Arts

and viewed their cold storage equipment (coolers/freezers) as well as more specific

systems such as their cold top prep tables. This event was held in conjunction with the

Chapter Spouse’s Night with a total of nearly 80 attendees. In the past some refrigeration

tours had not been well attended. As a Chairperson and as a Chapter I feel that with this

combination we have found a great way to boost attendance of both events and hope that

we can continue this positive trend in the future.

The second goal of the year was to solicit candidates for the Milton W. Garland

Commemorative Refrigeration Award for Project Excellence. While we have covered

this opportunity in both newsletter articles and in person at meetings we have yet to

receive any submissions. While 2014-2015 has been a challenge in this respect I believe

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that with more “advertising” of this award to the membership we can develop not only

one submission but ultimately multiple submissions.

9. HONORS AND AWARDS

First order of business this year for this committee was to make sure that all individuals

that should be recognized by being inducted into the Central Oklahoma Hall of Fame

were identified. A couple of individuals met the criteria and Mike Beda, Chapter

President in 1981; and John Harrod Chapter President in 1995, and past DRC, were

inducted on January 7, 2015.

A candidate for the Regional Award of Merit was identified and documentation is being

provided at this CRC to recognize Aruna Abhayagoonawardhana for his service at the

Regional level.

Documentation is also being presented at this CRC to recognize John Harrod with the

Society’s Exceptional Service Award.

Eligibility for the Chapter Service Award is more difficult since we started a 3 year

program for Treasurer. This reduces the opportunities for members that are running

through the chairs to earn points for that slot. This deficit can be made up by additional

participation in committee activities.

We intend to work with the CTTC Chair next year to promote the Technology Awards

and hopefully help some members present their projects for recognition.

10. SUSTAINABILITY

ASHRAE Central Oklahoma Chapter established a Sustainability Committee in

2014. The sustainability committee met monthly in order to identify two community

service sustainability events.

The first of these activities was the Oklahoma River Boathouse District Cleanup and

Recycling event. This area is a prominent destination for tourists and locals alike. It

houses the Chesapeake Finish Line Tower, Devon Boathouse, Chesapeake UCO Central

Boathouse, and other facilities. Many of these facilities are used to train world class

rowers of all ages, including many Olympians from around the nation. Many forms of

recyclable waste float along the river and end up caught against the shore. The Central

Oklahoma ASHRAE chapter spent March 7, 2015 collecting trash and recyclables from

the riverfront as well as the grounds. All recyclables were taken to a recycling

center. The Chapter was then provided a tour of the new Chesapeake UCO Central

Boathouse by Harrison Orr who is the mechanical contractor and ASHRAE

member. The tour highlighted the variable refrigerant flow equipment and unique air

distribution design required to accommodate the architecture and building functionality.

The second of these activities was conducted through the organization Rebuilding Together. Rebuilding Together is a non-profit organization with the mission of “Rebuilding lives and neighborhoods keeping homes safe, warm, and dry". The Sustainability Committee coordinated with Rebuilding together for several months to

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identify the best project for the Chapter membership, and on April 4th made improvements to the home. The home is owned by long time Oklahoma residents Wyatt and Lisa Kersey. Wyatt suffers from ALS, and as a result was no long capable of accessing his standard shower. Additionally, Lisa’s parents live in the home so Lisa can care for her ailing father. Chapter membership spent April 4th painting and weather proofing the interior rooms of the house. Additionally, local mechanical contractor and ASHRAE member Trade Mechanical installed a new accessible shower. The Sustainability Committee planned and executed two rewarding community service events this ASHRAE year. The Committee intends to build on this year’s success for an even better 2015-2016 ASHRAE year.

11. GRASSROOTS GOVERNMENT AFFAIRS

Grassroots Government Activities are abundant so far this year. With so many goals met

and several other goals added it is difficult to summarize what has taken place thus far.

In an effort to maximize our committee’s reach we worked with other committees early

in the yearly planning process. With this planning we were able to have several chapter

meetings that overlapped with our effort to connect with local government officials. Our

highest profile guest this year was Oklahoma Secretary of Energy and Environment

Michael Teague. This meeting not only provided much needed information from his

office to our members, but also opened a line of communication with his office for

helping shape future policy. We also welcomed Bruce Pitts with the Oklahoma State

Board of Licensure for Professional Engineers, and Oklahoma City Chief Mechanical

Inspector Jerry King.

As most are well aware the Central Oklahoma Chapter in conjunction with the Northeast

Oklahoma Chapter successfully completed it’s first “Day on the Hill” on February

11th. It was an opportunity for members to meet and discuss with law makers

ASHRAE’s capability to be the source for information in reference to improving energy

consumption/usage in the building and trades industry. Manager of Grassroots

Government Affairs, Jim Scarborough informed us afterwards that it was believed to the

first event of its type at the chapter level. We received excellent feedback including:

“ Rep. David Brumbaugh actually took the time to call me back because he

wanted to know more about the reason for our visit, he has been a member of

ASHRAE since 2000. He is the Vice-Chair of the Utilities committee and also

sits on the Energy and Natural Resources committee. He said he was willing to

be an advocate for ASHRAE in any future upcoming legislation if we will reach

out to him and stay connected.” said Chad Smith NE Chapter GGAC.

“Byron, I wanted to thank you for coming to the Capitol to advocate for

ASHRAE. I read the information you gave me, and it sounds like a well-

established technology society for the industry you are in. ” Oklahoma

Representative Leslie Osborn District 47

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Looking ahead for 2015 and as preparation for the upcoming CRC in Ft. Worth

continues, we will focus on assigning members, to manage each state and local

jurisdiction within specific districts as well as chapters geographical boundaries. Our

goal is for this calling committee to be in regular contact with their state and local

government officials on matter that effect our members’ interests.

12. FINANCES

A budget was presented to and approved by the board at our August Board of Governors

meeting. We are on path to exceed our income expectations due to increased

participation in our annual golf tournament, better than expected support for our roster,

and improved attendance at our chapter meetings

Our expenses will also be slightly higher than expected due to a higher than expected cost

to producing the roster which was deemed necessary to help justify the excellent response

from the roster advertisers. At mid-year we decided to double our chapter sponsorship to

YEA Leadership Weekend to from $800.00 to $1,600.00; this seemed like a reasonable

investment in our chapter’s future.

As of this report our chapter currently has $6,622.76 in our checking account used for

day to day operations, $5,978.78 in an account used for our scholarship committee, and

$14,900.75 in our CRC 2017 fund.

Any operating funds remaining at the end of the June will be split between Research

Promotion and our Chapter’s ongoing Scholarship endowments.

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APPENDICIES

Sample Newsletter. Our newsletter editor did an excellent job giving the Sou’Wester making sure the newsletter was published every month starting in September, 2014. A total of ten (10) newsletters will be published this year. All editions of this year’s Sou’Wester are available on the Chapter website www.ashraecok.org

Sample Star Chapter Meeting Notice: An email update goes out to the membership every month containing Chapter announcements and a link to the newsletter on our website.

Committee Chairs MBO’s: A copy of the Management By Objectives (MBO’s) produced at the beginning of the year.

ASHRAE Insights Article: A copy of the February 2015, Volume 30, Number 1 article detailing our chapter’s November meeting featuring Oklahoma Secretary of Energy and Environment, Michael Teague.

Chapter Roster. A new chapter roster was published on November 11, 2014. The roster was provided to our members at all chapter meetings from that date forward. A copy of the roster is provided separately. Members also have access to a digital version by visiting : http://ashraecok.org/images/downloads/Miscellaneous/2014_ashrae_roster_final.pdf

Monthly Newsletter of the Central Oklahoma Chapter

ISSUE 8 - March 2014-2015 EDITION

www.ashrae.org www.ashraecok.org

Table of Contents

President’s Message: COK ASHRAE Outreach 2

ASHRAE Region VIII CRC April 2014 3

History Message: COK Golden Gavel Honors 4

Chapter Technology Transfer: March’s Program 5

Social Media Cross-Promotion Information 5

ASHRAE Webcast: New Tomorrows for Today’s Bldgs. 6

YEA: YEA March Main Event 7

March Meeting Photos: District 21 & Community Service 7

ASHRAE Region VIII CRC Sponsors & Agenda 8

Membership Promotion: Join COK 9

Research Promotion: Contributions 9

Refrigeration: District 21 Success 11

Honors & Awards: Recognized Service 11

Upcoming Events & 2017 CRC Committee Volunteers 12

COK Contact Information 13

ASHRAE Annual Conference & COK Community Service 10

UPCOMING EVENTS

April Chapter Meeting April 1, 11:30am Meeting 3rd Floor Retail Space of 50 Penn Place

HVLS Fans & ASHRAE 55

April Board of Governors Meeting April 27rd, 11:30am Junior’s West Oil Center Bldg, 2601 NW Expressway-Basement Level Region VIII Chapter Regional Conference (CRC) April 23rd-25th Hilton Fort Worth 815 Main Street, Ft. Worth, TX

May Chapter Meeting May 6, 11:30am Meeting 3rd Floor Retail Space of 50 Penn Place

Applied Psychometrics

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COK ASHRAE Outreach

President’s Message By: Joe Sanders  It seems that March and April are always busy months in the ASHRAE calendar and this year is no different. As we head towards the Region VIII CRC in Ft. Worth there is a lot work left to be done and at times it can seem a bit overwhelming. As chapter president and delegate to the CRC there are many items left complete such as reports and presentations. Our president-elect, John Semtner, has been hard at work assembling a great group of leaders to head up our committees for next year. And our research promotion campaign is in high gear with several members volunteering their time to help raise funds. With all that is going on it was a welcomed change of pace to enjoy a top notch meal with our members and their spouses at District 21 on March 12th. This was our first spouse’s night for the better part of a decade, and the revamped event was a huge success. All the participants I spoke with during and after the event gave raving reviews of the venue and the food. A great amount of work went into the planning and I’d like to thank Chris Dolan, John Semtner, Jason Keyes, and Michael Wilson for making it happen. I’d also like to thank Temtrol and Halton for sponsoring it and leading the facility tours. Without their financial assistance the cost would have been more than double what we charged and likely would have limited participation. Following the dinner several of us were able to unwind a bit more at out YEA function held at Main Event, hosted by Andy Donehue. This month also marked our chapter’s first sustainability community service at the Boathouse District. Many members gathered on Saturday, March 7th to collect trash and recyclables on our riverfront. We were also treated to a sneak peak at the newest addition to the Oklahoma City Boathouse District, the CHK Central Boathouse, which is still under construction with anticipated opening in early April. Following the tour many of us gathered for food and drinks at Fassler Hall. It was a great event and both Brian Sauer and Damon McClure did an excellent job organizing it. Make sure and join us next month when we work with Rebuilding Together to assist with home improvements for the elderly, more information will follow. Our chapter was invited by the local chapter of PHCC to hold a joint meeting with them this Wednesday March 25th. Chief Oklahoma City Inspector, Jerry King presented on the recent changes to the codes. The meeting was be held at Twin Hills Golf Club on 36th and Lincoln. Thank you PHCC for the invitation. Our next chapter meeting is Monday, April 1st. The topic will be HSLV Fans and ASHRAE 55, see our CTTC update in this newsletter for more information. Finally, make sure and sign up for the Region VIII CRC in Ft. Worth. This is an excellent opportunity for you to meet with and share best practice ideas with your industry peers in the region, as well as gaining some excellent knowledge at the technical sessions. More detail are in the newsletter, if you have any questions on registering please do not hesitate to contact me. I look forward to seeing all of you at our next meeting! Joe Sanders ASHRAE Central Oklahoma Chapter President

Joe Sanders 2014-2015 Chapter President

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COK Golden Gavel Honors Historian Message By: Alan Loeffler The Golden Gavel Regional Honor has roots both in our Region VIII and in our Central Oklahoma Chapter. Bill Collins helped originate the honor to improve chapter operations by

using competition between the chapters in a region. Bill was asked to experiment with the concept in our Region 8 in 1968. (Read more about this history in the “Life and Times of William J. Collins, Jr.” PDF booklet in the history section of our chapter website.) Central Oklahoma Chapter dominated the award starting in the late ‘60’s through the early ‘90’s with 15 honors. The winners of this honor are listed on our website, and shown below. Our chapter has not received a Golden Gavel honor since 1993 when B.H. Prasad took not only the Golden Gavel but also “best in all of Society” chapter honor. Of special interest in looking over this group of chapter presidents, there are Wickline father & son, and brothers Vermillion who received the honor. This year, with every committee functioning well, we are hoping and working toward President Joe Sanders bringing back the honor from Ft Worth. That’s all the more reason to attend the CRC this year. EXCELLENCE IN ACTION The following is a list of COK Presidents that have received the prestigious “Golden Gavel Award” Chapter Year Chapter President 1967-68............ Lewis Wickline 1969-70............ Harry E. Rountree 1970-71**…….Louis C. Nettleship 1976-77............ William C. Ferguson, Sr. 1977-78............ Bobbie J. Vermillion 1978-79............ Robert W. Allwein 1981-82............ Michael F. Beda 1982-83............ Wayne C. Smith 1983-84............ Florentino J. Mendez 1986-87............ Richard F. Vermillion 1987-88............ Gregory L. Wickline 1988-89............ Diana R. Grundmann 1989-90............ Charles W. Crews 1990-91............ Charles B. Darr 1992-93**........ B.H.Prasad **Denotes #1 Chapter in the Society

Alan Loeffler ASHRAE Central Oklahoma Chapter Historian

Nine of the first ten Central Oklahoma presidents who received the Golden Gavel with Bill Collins taken about 1987.

L-R: Bob Allwein, Bobbie Vermillion, Wayne Smith, Lewis Wickline, Bill Collins, Harry Rountree, Mike Beda, Louis Nettleship, Rick

Vermillion, Tino Mendez

Bill Ferguson L-R: Rick Vermillion, Greg Wickline, Diana Grundmann, Charles Crews, Chuck Darr

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A Cornhusker

ASHRAECOK.ORG SOU’WESTER

Chapter Technology Transfer (CTT) April’s Program: HVLS Fans By: Michael Wilson I hope everyone that was able to attend enjoyed the Spouses Night for our March program at District 21’s state-of-the-art restaurant. Thank you very much for coming out and special thanks to Halton and Temtrol for helping sponsor the event. The tour of the test kitchens and mechanical space was awesome, but I think the best part was the amazing dinner! I was TOLD by my spouse that we will definitely be having dinner there

again very soon. Our April chapter meeting will be over HVLS fan technology and applications. The guest speaker will be Jason Hornsby with MacroAir:

HVLS fans, a brief history, what they do, application environments, options to consider. HVLS fans have proven to be an increasing popular and viable solution in new building design and existing buildings retrofit to reduce AC tonnage and run time, eliminate ducting and blower fans while better dispersing conditioned air in a building space. HVLS fans can improve facility air movement to destratify a space, provide evaporative cooling in the occupied zone where employees are working, and address known issues such as sick building syndrome or sweating slab syndrome.

Looking ahead, be watching for information on the annual 3-hour ASHRAE Webcast. We plan to have a few sites host it. It will be over Existing Building Commissioning and will be on April 23rd from 12:00-3:00 pm CST.

If you have any ideas for events, want to get involved, or if you want to sponsor an event please contact me. Michael Wilson can be reached at 405-416-8373 or michael.wilson@guernsey.us.

Social Media Cross-Promotion Information COK Chapter would like to follow Madison Schultz as the Social Media Chair. Please help grow these social media connections in this digital age. Please notice some of the social media links have been revised to be more consistent across all platforms. Please look for Madison’s post of the latest news, updates, and feeds.

www.facebook.com/ASHRAEcok

www.instagram.com/ASHRAEcok (@ashraecok)

http://www.linkedin.com/groups/ASHRAE-Central-Oklahoma-Chapter-4653796/about https://twitter.com/ASHRAEcok; @ASHRAEcok

Jason Hornsby HVLS Fans Technology & Applications

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YEA YEA March Main Event By: Andy Donehue During March some of our YEA Members participated in our local chapter’s ASHRAE day of service. The event was part of the Oklahoma River Cleanup project. We also had a happy hour at Main Event after our Spouse’s night at Francis Tuttle. We had a great time playing games and

getting to know every one’s significant others. Thanks to Guernsey for sponsoring the event! Look for an email from me in the next couple of weeks with details for our next event. I hope to see you there!! Andy Donehue can be reached at 405-317-0552 or andy.donehue@trane.com .

ASHRAECOK.ORG SOU’WESTER

March Meeting & Event Photos District 21 Spouses Night & Sustainability Community Service

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Central Oklahoma ASHRAE Rosters

Final rosters were distributed at December’s meeting. Please contact John Semtner for a hard copy or follow hyperlink below to download.

http://ashraecok.org/images/downloads/Miscellaneous/2014_ashrae_roster_final.pdf

Membership Promotion Join COK By: Daniel Brazeale Well the ASHRAE year is only three months away from completion. A lot of the officers and committee leaders are gearing up for the CRC event in Fort Worth and are looking forward to presenting on the year we've had. Our goal at the beginning of the year was to achieve a +5 increase in our membership. As of 3-18-15 we are three members short and we have four members falling off. To reach our goal as a chapter we need a total of (7) seven new members to join by the end of June. I want to encourage you to send me names of individuals

you think would benefit from joining ASHRAE. I want to welcome the following individuals who have joined in the past two months. Tony Arango, Walt Jacobe, Matt Price, Kathy Massad, Shane Armstrong, Terry Carrington, Christian Bach, John Holman, and Kyle Daniel We welcome each of you and look forward to your involvement. As always it is important to keep our roster up to date. Please let me know if someone you know has moved out of our chapter, left the industry, or has passed away. Additionally, if you need help registering for membership, renewing your membership or simply want to chat feel free to email or call. Daniel Brazeale can be reached at 405-464-3677 or dbrazeale@eei-ok.com

Research Promotion Contributions By: Adam Shupe Thank you to all those individuals and companies who have donated to ASHRAE this year. Your support is appreciated and can be seen

in the research projects at our local universities. We have raised $14,585 this year plus donations towards the local ASHRAE Central Oklahoma scholarships. Our goal for this campaign year is $38,000, so we have some work to do. For those that have not donated or would like to consider increasing their donation, please call me at 405-200-0306 or visit www.ashrae.org/contribute. Our 2014-15 campaign year will end June 30th.  Adam Shupe can be reached at 405-535-6244 or ashupe@burnsmcd.com

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ASHRAE COMMUNITY SERVICE EVENT This Saturday, April 4th will be our final Day of Service event of this ASHRAE year. The first event was a huge success, and this one should be every bit as enjoyable. This event will be a community service activity through the organization Rebuilding Together. Wyatt and Lisa Kersey live in SW Oklahoma City and have lived in their home for many years. Mr. Kersey has ALS, while Mrs. Kersey lives at home and takes care of him full-time. Mrs. Ker-sey parents also live with them, and she takes care of her father as well. They are a sweet family and very thankful for everything that they have and any help they can receive. We will be painting the interior rooms in their house, and Trade Mechanical has volunteered to install a walk in shower so Mr. Kersey can access it in his wheelchair. Special thanks go out to Rick Marsh and Trade Mechanical for stepping up and volunteering to complete the plumbing work. We still need several volunteers to assist with the painting. Please contact Brian Sauer at bsauer@fsb-ae.com if you would like to participate.

Thanks, Brian Sauer, PE

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Honor & Awards Recognized Service By: Tino Mendez I have spent most of this year looking through old rosters and Chapter records trying to identify individuals that should be recognized for their service, not only to ASHRAE but to other public and private organizations that benefit Society as a whole. The ASHRAE work I can track, the work outside of ASHRAE is harder to identify. Several years ago Rick Vermillion received the ASHRAE ALCO Medal Award for his community service in Oklahoma City. I believe we have other chapter members

that could qualify for this as well as other awards available at Society Level. Let me know of anything our members are doing that you believe is worthy of recognition and I will take it from there. To see what awards are available, go to the http://ashraecok.org/content.php?page=Honors___Awards page at the ASHRAE website. Tino Mendez can be reached at 405-590-4479 or tinomendez@cox.net

Refrigeration District 21 Success By: Jason Keyes Well our combined Spouse’s Night/Refrigeration Tour was a great success! Even after our weather delay we had a great turnout. I hope everyone enjoyed getting together in a more social setting as well as sharing our work with spouse’s and significant others. The feedback of I have received so far has all been positive and I think as a chapter we should really capitalize on this and work to make it an annual event. A big thank you has to go to

Chris Dolan, Michael Wilson, and John Semtner as they were much of the driving force behind this event. Also a thank you to Madison Schultz for capturing it all for posterity. Check out our social media sites to see the photos. Please feel free to let me know your thoughts on continuing this in the future and any ideas you may have on what to do or where to go next year. Thank you for your support in making this event a success! Jason Keyes can be reached at 405-948-1794 or jason.keyes@abscompanies.com

ASHRAE Government Affairs Update, 3/13/2015

Please visit http://ashraecok.org/blog.php?id=103 for more details

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2017 CRC Committees

We are still looking for CRC committee volunteers. Please contact John Semtner or Joe Sanders for more information.

CRC Secretary Registration Off Site Events/Marketing Companions’ Activities Sponsorships Hotel Coordinator IT/AV Tech Sessions Marketing Golf Outing Transportation VIP Host

ASHRAECOK.ORG SOU’WESTER

Upcoming Meetings and Events Date Event Location Topic Presenter

04/01/15 April Meeting 50 Penn Place, 3rd Floor 11:30am Lunch

HVLS Fans & ASHRAE 55 Jason Hornsby

4/23/15-4/25/15

Region VIII CRC

Fort Worth, Texas

Chapter Regional Conference Hilton Fort Worth 815 Main Street, Ft. Worth, TX

05/06/15 May Meeting 50 Penn Place, 3rd Floor 11:30am Lunch

Psychometrics Bruce Albertson

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2014-2015 COK CONTACT INFORMATION

Contact Company Phone Email

OFFICERS:

President (CRC Delegate)

Joe Sanders RB Akins Company (405)947.6502 jsanders@rbakins.com

President Elect (CRC Alternate)

John Semtner ADG (405)232.5700 jsemtner@adgokc.com

Secretary Mark Furgason Automated Building Systems (405)947.1794 mark.furgason@abscompanies.com

Treasurer Stephanie Thomas TME, Inc (405)463.6570 sthomas@tmecorp.com

BOARD OF GOVERNORS:

Board of Governors David Royal Automated Building Systems (405)948.1794 david.royal@abscompanies.com

Board of Governors Rick Marsh Trade Mechanical (405)521.1497 rmarsh@trademech.com

Board of Governors Grant Flurry Federal Corporation (405)239.7320 gflurry@federalcorp.com

Board of Governors Brian Sauer, P.E. F+S+B (405)840.2931 bsauer@fsb-ae.com

Board of Governors Adam Shupe Burns & McDonnell (405)200.0306 ashupe@burnsmcd.com

Board of Governors Michael Wilson Guernsey US (405)416.8373 Michael.wilson@guernsey.us

Board of Governors Daniel Brazeale Engineered Equipment Inc. (405)525.7722 dbrazeale@eei-ok.com

Board of Governors Jason Keyes Automated Building Systems (405)948.1794 jason.keyes@abscompanies.com

Board of Governors Dusty Stoabs, P.E. Streets, LLC (405)388.2271 dstoabs@streetsinc.com

Historian Alan Loeffler Federal Corporation (405)239.7301 aloeffler@federalcorp.com

Research Promotion Adam Shupe Burns & McDonnell (405)200.0306 ashupe@burnsmcd.com

Refrigeration Jason Keyes Automated Building Systems (405)948.1794 jason.keyes@abscompanies.com

Technology Transfer Michael Wilson Guernsey (405)416.8373 michael.wilson@guernsey.us

Governmental Activities Byron Hughes RB Akins Company (405)947.6502 bhughes@rbakins.com

Student Activities Caleb Spradlin TME, Inc (405)463.6570 cspradlin@tmecorp.com

YEA Andy Donehue Trane (405)717.7667 andy.donehue@trane.com

Membership Promotion Daniel Brazeale Engineered Equipment Inc. (405)525.7722 dbrazeale@eei-ok.com

Webmaster, Homepage, & Electronic Comm.

David Royal Automated Building Systems (405)948.1794 david.royal@abscompanies.com

Honors & Aswards Tino Mendez Retired (405)843.3579 tinomendez@cox.net

Newsletter Damon McClure Harrison-Orr Air Conditioning, (405)520.2492 damonm@harrisonorr.com

COMMITTEE CHAIRS:

Social Media Chair Madison Schultz ADG (405)232.5700 mschultz@adgokc.com

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October 2014 Chapter Meeting (Joint meeting with AIA)

When

Wednesday, October 01, 2014 11:30 AM to 1:30 PM

ADD TO CALENDAR

Tickets

$20.00 Member Registration

$0.00 Student Registration

$0.00 NO Lunch -Registration

$20.00 Guest Ticket

Directions

50 Penn Place, 3rd Floor Retail 50 Penn Place Oklahoma City, OK 73118

PLEASE NOTE WE CAN ONLY

ACCOMODATE THE FIRST 100 FOR THIS

EVENT AND ANTICIPATE IT TO SELL OUT.

Michael Teague is serving as Oklahoma’s first secretary of Energy and Environment.

Prior to his appointment, Teague served in the U.S. Army for nearly 30 years before retiring with the rank of Colonel.

Teague served in many capacities during his time in the Army including commander for the Tulsa District of the U.S. Army Corps of Engineers where he was responsible for a civil works program encompassing all of Oklahoma, a large portion of southern Kansas and the panhandle of northern Texas. He oversaw over 700 employees in engineering, construction and operations, as well as an annual budget of $700 million.

Throughout his career, Teague has dealt with power generation and distribution, water

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desalinization, and environmental impact studies. He has facilitated and negotiated numerous solutions regarding federal and state agencies, tribes, and local stakeholders and has acted as a liaison between the Tulsa District and the United States Congress.

Teague also served in operational assignments in Germany, Honduras, Saudi Arabia, Egypt, and numerous stateside duty stations. He deployed several times to the Middle East and central Asia including commanding the 52nd Engineer Battalion in Mosul, Iraq in support of the 101st Airborne Division as part of Operation Iraqi Freedom in 2003.

Teague received a bachelor’s degree in civil engineering from Norwich University. He also received master’s degrees in operations analysis from the Naval Postgraduate School and in national security and strategic studies from the Naval War College.

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Central Oklahoma Chapter of ASHRAE | Oklahoma City, Oklahoma

MEMBERSHIP PROMOTION CHAIRMAN MBO

2014 - 2015 CHAPTER YEAR

OBJECTIVE PLAN

Build a committee of at least 5 members by August 2014

1 Identify at least 5 individuals who represent different elements of our industry (July 2014)

2 Meet with committee to discuss interests for topics and assign roles to members (by September 5

th, 2014)

Meet with Regional Vice Chairman (RVC) for Membership Promotion to discuss plans and activities for the coming year by October 1, 2014

1 Prepare plan for Membership Promotion Operations for the coming year. Bring MBO and schedule outline to discussion. (Aug 2014)

2 Schedule conference call with RVC to notify him of plans for the coming year.

3 Notify Chapter President of topics of the conversation and goals set

Maintain Society Membership Delinquencies in chapter below 2%

1 At the beginning of each month assign members that are delinquent to each committee chair to take responsibility for contacting and renewing their membership (Monthly)

2 Follow up at the end of each month with committee chair to see what is necessary to retain member (Monthly)

Add Net 5 individuals to our membership by April 1, 2015

1 Review contractors and commonly used vendors and associates to find candidates. (Fall 2014)

2 Contact these individuals to see if they’d be interested. (Fall 2014)

3 Provide them with information or direct them to membership promotion committee chair to join. (Fall 2014)

4 Follow-up with individuals to see if they’ve followed through (March 2015)

Encourage Non-Members to attend Technical Meeting

1 Each Committee chair is to invited one non-member to a meeting each month (Monthly)

2 Place calls to individuals and tell them about ASHRAE and the benefits of membership. Also explain the technical topic for that week. (Monthly)

Elevate 5 individuals in our chapter to full member by March 1, 2015

1 Identify 15 individuals on the roster who have been associate members for a long period of time (by October 15, 2014)

2 Present the benefits for why they might want to consider stepping up to full member (info can be found on website) (by November 1, 2014)

3 Contact these individuals to present the concept and gauge their interest in completing the application. (Winter 2014)

4 Monitor the roster for indication of advancement. Follow-up with individuals who do not advance within 2 weeks of initial call.

5 Provide recognition in the newsletter and at general business meetings to newly advanced members. (monthly)

Develop a plan to maximize PAOE points in the Membership Promotion category by August 29, 2014

1 Identify criteria which are must-haves and maybe-haves. Discuss your findings/plans with the BOG at our planning meeting in July.

2 Assign responsibilities to committee members to spearhead

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Central Oklahoma Chapter of ASHRAE | Oklahoma City, Oklahoma

certain tasks (i.e. one person responsible for delinquent phone campaign, even though everyone participates).

3 Assign dates to each task, hold committee members accountable

4 Communicate progress to RVC early and often (at least monthly)

6 Encourage all chapter members to renew online or join online

7 Hold at least two membership promotion nights. Coordinate your efforts with the Special Events Chair.

8 Recognize new members and advancements in membership at each chapter meeting and provide this information to the newsletter editor by the last Wednesday of each month.

9 Hold at least two YEA Nights at a chapter meeting.

10 Hold at least two YEA Meetings outside of a chapter meeting that also include a technical component

11 Promote YEA events in the monthly newsletter at least 4 weeks in advance of event

These are your primary objectives for the upcoming Chapter year. You are also responsible for any other duties outlined in the Chapter Bylaws and in the Manual for Chapter Operations which is not specifically identified above. By affixing your signature below, you agree to strive, to the best of your ability, to meet these objectives for the Central Oklahoma Chapter of ASHRAE. __________________ _____________ __________________ _____________ Membership Promotion Chairman

Date President Date

37

CENTRAL OKLAHOMA CHAPTER STUDENT ACTIVITIES CHAIR MBO

Management by Objectives

2014-2015 Society Year

Chair: Caleb Spradlin

Objective Task/Function Due Date Status

Sponsor Students to attend

Winter Conference

Encourage at least 5 students to attend

Winter Conference 11/15/2014

Complete

Organize meetings with

Student Chapters

Personally visit OU and OSU and hold a

meeting or other activity. At least once per

school.

4/1/2015 Complete

Increase each Student

Branch’s Membership Visit each school and promote ASHRAE 4/1/2015 Complete

Increase overall activity at

UCO Branch

Invite Faculty advisor and students to attend

Chapter meetings 4/1/2015

Complete

Increase k-12 STEM

activities Attend at least one K-12 STEM activity 6/1/2015 Planning

Have more students attend

YEA Meetings

Encourage at least 5 students to attend YEA

meetings 4/1/2015 Complete

Track more students by

email address

Obtain student email address information

from Student Branches to encourage

attendance at Chapter meetings and YEA

meetings

12/1/2014 Complete

38

1

Central Oklahoma Chapter of ASHRAE | Oklahoma City, Oklahoma

YEA CHAIRMAN MBO

2014 - 2015 CHAPTER YEAR

OBJECTIVE PLAN

Build a Committee of at least 5 members

1 Identify at least 5 individuals who represent different elements of our industry (July 2014)

2 Meet with committee to discuss interests for topics and assign roles to members (by September 5

th, 2014)

Meet with Regional Vice Chairman (RVC) for YEA to discuss plans and activities for the coming year by October 1, 2014

1 Prepare plan for YEA for the coming year. Bring MBO and schedule outline to discussion. (Aug 2014)

2 Schedule conference call with RVC to notify him of plans for the coming year.

3 Notify Chapter President of topics of the conversation and goals set

Grow active members in YEA throughout the year to 15 consistently active members

1 At the beginning of each month assign members of YEA to invite colleagues (Monthly)

2 Follow up at the end of each month with committee chair to see what is necessary to grow membership (Monthly)

3 Review contractors and commonly used vendors and associates to find candidates. (Fall 2014)

Hold 1 Successful YEA Meeting Per Month

1 Review at the end of each month and talk about success of event and ways to make events better. (2014-2015)

2 Hold at least two YEA Meetings outside of a chapter meeting that also include a technical component

3 Promote YEA events in the monthly newsletter at least 4 weeks in advance of event

Get involved with STEM on a local level to encourage students to get involved in our industry

1 Contact teachers at different area schools that would be interested in getting YEA involved in STEM

2 Schedule 4 events at local area schools to promote STEM

3 Meet with committee to discuss events

Develop a plan to maximize PAOE points in the YEA Category

1 Identify criteria which are must-haves and maybe-haves. Discuss your findings/plans with the BOG at our planning meeting in July.

2 Assign responsibilities to committee members to spearhead certain tasks (i.e. one person responsible for delinquent phone campaign, even though everyone participates).

3 Assign dates to each task, hold committee members accountable

4 Communicate progress to RVC early and often (at least monthly)

These are your primary objectives for the upcoming Chapter year. You are also responsible for any other duties outlined in the Chapter Bylaws and in the Manual for Chapter Operations which is not specifically identified above. By affixing your signature below, you agree to strive, to the best of your ability, to meet these objectives for the Central Oklahoma Chapter of ASHRAE. __________________ _____________ __________________ _____________ YEA Chairman Date President Date

39

CE

NT

RA

L O

KL

AH

OM

A C

HA

PT

ER

CT

TC

CH

AIR

MB

O G

UID

E

Man

agem

ent

by O

bje

ctiv

es

2014-2

015 S

oci

ety Y

ear

Ch

air

: M

ich

ael

Wil

son

Mem

ber

1:

Dan

iel

Bra

zea

le (

Mem

ber

ship

Pro

mo

tion

Ch

air

) M

em

ber

3:

Jaso

n K

eyes

(Ref

riger

ati

on

Ch

air

)

Mem

ber

2:

An

dy D

on

ah

ue

(YE

A C

hair

)

Mem

ber

4:

Tim

Til

lma

n (

Ref

Vic

e-C

hair

)

Pri

ori

ty

Ob

ject

ive

Task

/Fu

nct

ion

R

esp

on

sib

ilit

y

Du

e D

ate

S

tatu

s as

of

9/2

2/1

4

Med

G

et f

eedb

ack f

rom

mem

ber

ship

for

topic

s

and m

eeti

ng i

dea

s.

Use

Surv

ey M

onke

y to

po

ll a

ll m

ember

s fo

r ra

nkin

g

dif

fere

nt

tech

nic

al a

nd n

on-t

echnic

al t

opic

s as

wel

l

as p

rovid

e su

gges

tions

for

topic

s an

d g

ener

al

impro

vem

ent

for

chap

ter

mee

tings.

Wil

son

6-1

5-1

4

Com

ple

te

Med

C

reat

e a

CT

TC

com

mit

tee

for

del

egat

ion o

f ta

sks

and

get

idea

s fr

om

mult

iple

peo

ple

.

Rec

ruit

com

mit

tee

mem

ber

s th

at i

nco

rpora

tes

chai

rs

for

mem

ber

ship

pro

moti

on a

nd Y

EA

as

wel

l as

dev

elop a

Ref

riger

atio

n c

om

mit

tee.

Wil

son

9-1

-14

C

om

ple

te

Dev

elop C

hap

ter

Pro

gra

ms

for

the

yea

r

Hig

h

Get

a D

L a

lloca

ted f

or

chap

ter.

Dec

ide

whic

h t

opic

wil

l be

ben

efic

ial

to

chap

ter

and p

ick a

DL

. S

end r

eques

t to

DL

to

confi

rm t

hey a

re a

vai

lable

. S

end r

eques

t to

RV

C t

o a

lloca

te a

DL

.

Wil

son

8-1

-14

C

om

ple

te

Hig

h

Hav

e a

fundra

iser

to

rais

e m

oney f

or

rese

arch

and

schola

rship

s.

Sep

tem

ber

8, 2014 (

Fund

rais

er –

Golf

Tourn

amen

t)

Bry

an G

arci

a 9-8

-14

C

om

ple

te

Hig

h

Mee

ting R

equir

emen

t O

ctober

1, 2014 (

Topic

: O

kla

hom

a’s

Ener

gy

Futu

re –

Sec

reta

ry T

eagu

e)

San

der

s 10-1

-14

S

pea

ker

Confi

rmed

Hig

h

Mee

ting R

equir

emen

t N

ovem

ber

5, 2014 (

Topic

: R

etro

-

Com

mis

sionin

g o

f H

ealt

hca

re F

acil

itie

s – E

d

Tin

sley

)

Wil

son/T

hom

as

10-1

-14

S

pea

ker

Confi

rmed

Hig

h

Mee

ting R

equir

emen

t D

ecem

ber

3, 2014 (

Topic

: E

thic

s – B

ruce

Pit

ts)

Wil

son

10-1

-14

S

pea

ker

Confi

rmed

Hig

h

Mee

ting R

equir

emen

t Ja

nuar

y 7

, 2015 (

Topic

: V

RF

Syst

ems

&

AS

HR

AE

15 –

Mit

subis

hi)

Wil

son/S

ander

s 10-1

-14

S

pea

ker

Confi

rmed

Hig

h

Mee

ting R

equir

emen

t F

ebru

ary 4

, 2015 (

Topic

: A

SH

RA

E b

EQ

–

Ross

Montg

om

ery)

DL

Wil

son

10-1

-14

S

pea

ker

Confi

rmed

40

Hig

h

Mee

ting R

equir

emen

t M

arch

4, 2015 –

(T

opic

: T

our

& S

pouse

Din

ner

at

Fra

nci

s T

utt

le K

itch

en)

Sem

tner

10-1

-14

S

pea

ker

/Loca

tion

Confi

rmed

Hig

h

Mee

ting R

equir

emen

t A

pri

l 1, 2015 (

Topic

: H

VL

S F

ans

&

AS

HR

AE

55 –

Mac

roA

ir)

Wil

son/H

ughes

10-1

-14

S

pea

ker

Confi

rmed

Hig

h

Mee

ting R

equir

emen

t M

ay 6

,2015 (

Topic

: P

sychom

etri

cs –

Munte

rs)

Wil

son/D

ola

n/B

raze

ale

10-1

-14

S

pea

ker

Confi

rmed

Hig

h

Set

up A

SH

RA

E

Web

cast

for

Apri

l 23,

2015.

Pro

mote

the

web

cast

and

fin

d h

ost

sit

es. C

onsi

der

join

t m

eeti

ng.

Wil

son

4-2

3-2

015

P

lannin

g

Hig

h

Pro

mote

chap

ter

pro

gra

ms

in m

onth

ly

new

slet

ter.

Pro

vid

e an

art

icle

in e

ach

month

ly n

ewsl

ette

r to

pro

mote

the

upco

min

g m

eeti

ng s

pea

ker

and d

iscu

ss

oth

er r

elat

ed C

TT

C a

ctiv

itie

s.

Wil

son s

ent

to

McC

lure

15

th o

f

each

month

On-G

oin

g

Rep

ort

ing o

f P

erfo

rman

ce

Hig

h

Get

fee

db

ack f

rom

mem

ber

ship

of

each

spea

ker

.

Month

ly P

rogra

m E

val

uat

ions

Wil

son

Month

ly

On-G

oin

g

Hig

h

Kee

p a

lo

g o

f sp

eak

ers

and u

pdat

e as

it

chan

ges

.

Month

ly S

pea

ker

Dat

abas

e W

ilso

n

Month

ly

On-G

oin

g

Hig

h

Rep

ort

ing

PA

OE

Entr

y

Wil

son

Month

ly

On-G

oin

g

Med

R

efri

ger

atio

n T

our

Off

er a

ref

riger

atio

n t

our

to p

rom

ote

the

“R”

in

AS

HR

AE

.

Keyes

/Til

lman

M

ar-1

5

Com

ple

te

Aw

ards

and r

eco

gnit

ions

Med

R

ecognit

ion

T

echnolo

gy/D

esig

n

Sem

tner

F

eb-1

5

Pla

nnin

g

Med

R

ecognit

ion

D

an M

ills

S

emtn

er

Feb

-15

P

lannin

g

Med

R

ecognit

ion

C

hap

ter

Pro

gra

m S

tar

Sem

tner

F

eb-1

5

Pla

nnin

g

Hig

h

CR

C T

rain

ing

Inco

min

g (

2015-2

016)

Chai

r to

CR

C

Wil

son

Mar

-15

W

ill

Att

end

41

Cen

tral

Okla

ho

ma C

hap

ter

AS

HR

AE

, R

eg

ion

VII

I

2014-1

5 H

isto

ry C

om

mitte

e O

bje

ctives

Ala

n L

oeff

ler,

His

tori

an

9/1

7/2

014,

update

d 4

/1/1

5

Dr.

Faye M

cQ

uis

ton,

Tin

o M

endez,

Harr

y R

ountr

ee,

Jason K

eyes,

Dusty

Sto

abs

Pri

ori

ty

(1,2

,or3

)

Ob

jecti

ve

Measu

rem

en

t D

evic

e

(o

r re

late

d t

ask)

Du

e D

ate

Sta

tus 1

1/3

0/1

4S

tatu

s 2

/28/1

4S

tatu

s 4

/30/1

5S

tatu

s 6

/15/1

5

1

Post

on c

hapte

r w

ebsite im

port

ant

His

tory

docum

ents

, in

dex o

f chapte

r

his

tory

mem

ento

es,

dig

itiz

e a

t le

ast

200 h

isto

rical chapte

r photo

s

1/3

1/2

015

Photo

s d

one

⃝ p

ost

ind

ex

1

Insure

that

all

new

sle

tters

, conta

inin

g m

inute

s o

f m

eetings &

CR

C

Report

are

poste

d o

n w

ebsite

aft

er

BO

G m

tg

each m

onth

New

sle

tters

poste

dN

ew

sle

tters

poste

d⃝

po

st C

RC

rep

ort

3

Inquire local lib

raries t

o s

ee if

they

have a

ny

HV

AC

his

torical m

ate

rial, o

r

mig

ht

accept

ours

1/3

1/2

015

Not

com

ple

ted

1

Post

yearly

Chapte

r H

isto

ry t

imelin

e o

n w

eb,

inclu

de e

xit inte

rvie

w

(leaders

hip

recall)

with p

ast

chap p

resid

ent

5/1

//2015

⃝ w

rite

Tim

eLin

e w

ith

oth

er k

ey c

hap

lead

ers

2

Work

with W

eb M

aste

r to

Insure

that

import

ant

chapte

r docum

ents

inclu

din

g c

urr

ent

chapte

r by-

law

s a

re p

oste

d o

n w

eb

site a

nd p

roperly

backed-u

p

11/1

/2014

Not

com

ple

ted

2

Have a

"H

isto

ry M

inute

" at

3 c

hapte

r m

eeting,

as a

dvis

ed b

y chap

pre

sid

ent

aft

er

BO

G m

tg

each m

onth

none

none

⃝ L

ife

Mem

ber

mee

tin

g

1

Write

a H

isto

ry a

rtic

le f

or

each n

ew

sle

tter,

coveri

ng inte

rvie

w

w/m

em

ber,

com

pany

revie

w,

sig

nific

ant

jobs,

oth

er

his

tory

activitie

s

aft

er

BO

G m

tg

each m

onth

Done

Done

Possib

le c

om

panie

s:

Govern

air

,

Clim

ate

Maste

r, T

em

ptr

ol, J

CI, J

&B

Valv

e,

Wolv

eri

ne t

ube

2

Conduct

at

least

one L

eaders

hip

Recall

usin

g a

udio

record

ing a

nd p

hoto

to p

lace o

n w

ebsite

2/2

8/2

015

1

Att

end s

pring C

RC

His

torian's

Work

shop,

and b

ring c

hapte

r his

tory

dis

pla

y as r

equeste

d

4/1

/2015

⃝ A

�en

d, w

ith

new

his

tori

an

1

Report

chapte

r H

isto

ry P

AO

E q

uart

erly

on S

ocie

ty w

ebsite,

and c

heck in

with r

egio

nal his

torian

Nov 3

0,

Feb 2

8,

May

30,

June

30

Done

Done

1

Invite a

ll chapte

r Life M

em

bers

to o

ne c

hapte

r m

eeting

Nov M

eeting

(cle

ar

with

BO

G)

⃝ "

Life

Mem

ber

" C

hap

mee

tin

g

Insp

ire

Ce

ntr

al

Ok

lah

om

a A

SH

RA

E m

em

be

rs t

o m

ax

imu

m a

chie

ve

me

nt,

th

rou

gh…

.

*Se

ein

g h

ow

eac

h m

em

be

r is

a p

art

of

his

tory

--

"I f

it in

he

re!"

; *

He

lpin

g e

ach

me

mb

er

to s

ee

his

wo

rk a

s si

gnif

ican

t; *

En

cou

ragi

ng

pe

rso

nal

pro

fess

ion

al a

chie

vem

en

t go

als;

*R

eal

izin

g "I

affe

ct, i

nfl

ue

nce

an

d in

spir

e o

the

rs"

Lea

rn f

rom

Me

nto

rs, t

hro

ugh

…

*A

pp

reci

atin

g H

VA

C p

ion

ee

rs a

nd

ch

amp

ion

s; *

Bu

ildin

g re

lati

on

ship

s w

ith

se

nio

rs in

ou

r

ind

ust

ry;

*E

nco

ura

gin

g o

lde

r m

em

be

rs t

o m

en

tor

you

nge

r m

em

be

rs

42

Objectiv

ePlan

ned Co

mpletion Date

Fiscal Im

pact

Respon

sibilityCo

st Bud

geted

Status

Enlist two (2) add

ition

al com

mittee

 mem

bers to

 assist with

 refrigeration 

chair d

uties a

nd re

spon

sibilitie

s10

/1/201

4$0

J. Ke

yes

N/A

Completed

Solicit mem

bership for refrig

eration 

tour su

ggestio

ns/req

uests

9/1/20

15$0

J. Ke

yes

N/A

Completed

Coordinate locatio

n and date of 

commercial re

frigeration tour

12/1/201

4$0

J. Ke

yes

N/A

In Progress

Solicit mem

bership for p

roject 

subm

issions fo

r the

Milton

 W. 

Garland

 Com

mem

orative 

Refrigeration Aw

ard for P

roject 

Excellence

11/1/201

4$0

J. Ke

yes a

nd 

Committee

 Mem

bers

N/A

Planning

MBO

 Fun

ctiona

l Plann

ing Guide

Region

 VIII ‐ Ce

ntral O

K Ch

apter

Prep

ared

 by:  Jason

 Keyes

Refrigeration Co

mmittee

 Chairm

an 201

4‐15

43

Central Oklahoma Chapter – ASHRAE

Honors and Awards MBOs 2014-15

Chair – Tino Mendez

1 Update Central Oklahoma Hall of Fame Roster by proposing additional members for recognition.

2 Complete applications to be brought up at the CRC in Fort Worth by the Chapter for any

additional Chapter Service Award candidates.

3 Help at least two candidates to fill out their forms for Society Awards like DSA and ESA.

4 Strongly look at activities by Chapter Members in order to identify additional award candidates.

5 Publicize trough Newsletter “non-standard” awards that Chapter members could be eligible for.

6 Identify at least one Chapter Member to be recognized as FELLOW.

44

I am committed to developing our chapter’s goals for 2015 for maximizing PAOE points as

well as creating meaningful contributions with the local and state governments regarding

ASHRAE related subjects. My plan is to establish certain MBOs (Management by

Objectives) so we can benchmark results and build on these results by future committees.

MBO #1) Establish a list of government officials (at any level of government

relevant to buildings, engineering or construction, including building

officials, school system facility staff, state energy code officials, etc.) along

with their contact information. Reaching out and making several contacts

and providing additional position papers etc... starting with number 10-18

below will be the main focus this year.

This was one of the original MBO's but one we should continually add to at

every opportunity and as positions change throughout our industry.

1) Joe McKenzie joem@harrisonorr.com Oklahoma Building Code commission

2) Jerry King jerry.king@okc.gov Chief Mechanical Inspector for The City of

Oklahoma City

3) Richard Gabel richard.gabel@edmondok.com Building Code Inspection Services

Manager for The City of Edmond http://edmondok.com/index.aspx?NID=192

4) Thomas (T.O.) Bowman thomas.bowman@okc.gov City of Oklahoma

City Office of Sustainability

5) Richard Kitchen richard.kitchen@okc.gov City of Oklahoma City Office of

Sustainability

6) Neil Hickerson, CEM neal.hickerson@okstate.edu Energy Engineer,

Oklahoma State University

7) Brent Everett beverett@ou.edu Staff Engineer, University of Oklahoma

8) Pete Ray pete-ray@ouhsc.edu Consulting Engineer, OU Health Sciences

Center

9) Mick Cornett mayor@okc.gov Mayor, City of Oklahoma City

10) senator@lankford.senate.gov US Senator James Lankford

11) Leslie.Osborn@okhouse.gov House or Representatives Leslie Osborn

12) David.Brumbaugh@okhouse.gov House or Representatives David

Brumbaugh Vice-Chair of the Utilities committee and also sits on the Energy

and Natural Resources committee

13) OUBCC - Billy Pope, the CEO of the OUBCC

14) marlatt@oksenate.gov Senator Bryce Marlatt Chair Senate Energy

Committee

15) griffin@oksenate.gov A J Griffin Vice Chair Senate Energy Committee

45

16) bass@oksenate.gov Senator Randy Bass Senate Energy Committee

17) brinkley@oksenate.gov Senator Rick Brinkley Senate Energy Committee

18) justice@oksenate.gov Senator Ron Justice Senate Energy Committee

2. Grassroots government activities training for chapter officers and future leaders (minimum

1 hour of training)

3. Articles on a grassroots government activities-related (e.g., state provincial, or local

legislative or regulatory issue) published in

a chapter newsletter or posted on a chapter website with copy sent to RVC one

week before CRC

4. A documented personal contact (meeting) by a chapter member with government officials

(at any level of government relevant to buildings, engineering or construction, including

building officials, school system facility staff, state energy code officials, etc.) with the goal

of promoting ASHRAE related subjects or Chapter goals and objectives, with notification

sent to the ASHRAE Government Affairs Office.

5. Have the incoming Chapter GGA committee chair attend the GGAC CRC workshop

Please feel free to add to this list or offer the opportunity to others to offer their

input.

Respectfully

Byron Hughes

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