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

- Jeff Gatlin, Region VII RVC, 2008-2011

What is the Importance of Your CTTC Position to What is the Importance of Your CTTC Position to ASHRAE?ASHRAE?

CHAPTER TECHNOLOGY TRANSFER CHAPTER TECHNOLOGY TRANSFER COMMITTEE WORKSHOPCOMMITTEE WORKSHOP

20112011

Contact Information

Regional Vice Chair: Chad MooreTel.: 601-362-3552 Fax: 601-366-6418Email: cmoore@ergms.com

REGIONAL CTTC SUPPORTREGIONAL CTTC SUPPORT

Contact Information

Regional Program Chair: Ross WojcikTel.: 800-993-2872 x.112 Email: rwojcik@thybar.com

Regional Refrigeration Chair: Andy PipkinTel.: 251-471-2425 Email: apipkin@toromont.com

Who Are You?Who Are You?

Workshop AgendaWorkshop Agenda

I.I. Introductions/Sign-InIntroductions/Sign-InII.II. CTTC ResponsibilitiesCTTC ResponsibilitiesIII.III. AdvocacyAdvocacyIV.IV. Chapter ProgramsChapter ProgramsV.V. Distinguished Lecturer ProgramDistinguished Lecturer ProgramVI.VI. CTTC AwardsCTTC AwardsVII.VII. PAOE Criteria/ReportingPAOE Criteria/ReportingVIII.VIII. CTTC Award ProgramsCTTC Award ProgramsIX.IX. Questions/Answers/EvaluationQuestions/Answers/Evaluation

ASHRAE’S MISSION

To advance the arts and science of To advance the arts and science of HVAC&R to serve humanity and HVAC&R to serve humanity and

promote a sustainable worldpromote a sustainable world

ASHRAE ORGANIZATIONASHRAE ORGANIZATION

52,00052,000 MembersMembers

176 176 ChaptersChapters

14 14 RegionsRegions

Make up the ASHRAE organizationMake up the ASHRAE organization

Chapter Technology Transfer Chapter Technology Transfer Committee (CTTC)Committee (CTTC)

The Chapter Technology Transfer The Chapter Technology Transfer Committee (CTTC) is a General Committee (CTTC) is a General

Standing Standing Committee of the Society and Committee of the Society and

operates underoperates underthe direction of thethe direction of theBoard of DirectorsBoard of Directorsand Members Counciland Members Council

CTTC REPORTS TO MEMBERS COUNCIL

CTTC

PUBLISHING & EDUCATION

COUNCIL

MEMBERSCOUNCIL

TECHNOLOGYCOUNCIL

ASHRAEMEMBERSHIP

BOARD OF DIRECTORS

SOCIETY CHAPTER TECHNOLOGY SOCIETY CHAPTER TECHNOLOGY TRANSFER COMMITTEETRANSFER COMMITTEE

One Chair (Bert Phillips Region XI)One Chair (Bert Phillips Region XI) Two Vice-ChairsTwo Vice-Chairs Fourteen Regional Vice-ChairsFourteen Regional Vice-Chairs BOD ex-officio and Coordinating OfficerBOD ex-officio and Coordinating Officer One Programs CoordinatorOne Programs Coordinator One Communications CoordinatorOne Communications Coordinator Four non-voting consultantsFour non-voting consultants

One RefrigerationOne Refrigeration One TechnicalOne Technical One EnergyOne Energy One Governmental ActivitiesOne Governmental Activities

Chapter Technology Transfer Chapter Technology Transfer Committee ResponsibilitiesCommittee Responsibilities

Reports to Members Council Reports to Members Council Identifies and develops resources Identifies and develops resources

for chapter programsfor chapter programs Coordinates dissemination of Coordinates dissemination of

technical information to chapterstechnical information to chapters Promotes and administers award Promotes and administers award

programsprograms Promotes governmental ActivitiesPromotes governmental Activities

Chapter Technology Transfer CommitteeChapter Technology Transfer Committee Responsibilities ContinuedResponsibilities Continued

Coordinate input to the Society from chapters Coordinate input to the Society from chapters on standards, publications, handbooks, and on standards, publications, handbooks, and position papers/statements position papers/statements

Coordinate chapter refrigeration Coordinate chapter refrigeration activities activities

Develop, maintain and distribute a regional Develop, maintain and distribute a regional speaker’s listspeaker’s list

Assist CTTC Chairs with PAOE reporting. Assist CTTC Chairs with PAOE reporting. Attend Chapters Regional Conference and Attend Chapters Regional Conference and conduct CTTC workshopconduct CTTC workshop

Promote continuing education activities at Promote continuing education activities at the chapter levelthe chapter level

Chapter Technology Transfer CommitteeChapter Technology Transfer Committee Chapter Chair DutiesChapter Chair Duties

Provide relevant programsInform 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

THETHE “R”“R” IN ASHRAEIN ASHRAE - - REFRIGERATIONREFRIGERATION Assign a Refrigeration Chair Plan a Chapter Refrigeration Month Use the Society Refrigeration Speaker’s List

http://www.ashrae.org/members/page/797 Andy Pipkin (Region VII) Joe Buck (Region VII) Don Siller

Plan Technical Tours of Ice Rinks, Breweries, Food Processing Plants

Use Technical Committees(TC 10 – Refrigeration Systems) forProgram Topics & News http://www.ashrae.org/technology/

page/104

DEFINITIONDEFINITION::Objectives are things which are achieved, such as a manual, a product, sales, a plan, employee morale --things which are business results.See the Manual for Chapter Operations for additional

informationCHARACTERISTICSCHARACTERISTICS::

Chapter Technology Transfer Chapter Technology Transfer Committee Committee

Management by Objectives - MBOManagement by Objectives - MBO

S pecificM easurableA chievableR ealisticT imetable

.

Chapter CTTC MBO’sChapter CTTC MBO’s

Chapter CTTC Chair CalendarChapter CTTC Chair Calendar

III. AdvocacyIII. Advocacy

The Role of ASHRAE in Public The Role of ASHRAE in Public PolicyPolicy

ASHRAE knowledge base is important to societyASHRAE knowledge base is important to society Technical, unbiased resource to decision makersTechnical, unbiased resource to decision makers Policy decisions are made at international, Policy decisions are made at international,

national, state/province, and local levelsnational, state/province, and local levels Others continue to address issues; ASHRAE must Others continue to address issues; ASHRAE must

be engaged to help society get it rightbe engaged to help society get it right ASHRAE Mission includes responsibility to ASHRAE Mission includes responsibility to

humanityhumanity

The Role of Chapters in Public The Role of Chapters in Public PolicyPolicy

Many ASHRAE-relevant policy issues Many ASHRAE-relevant policy issues are decided at the at the state and are decided at the at the state and local levellocal level

Chapter members are most Chapter members are most knowledgeable about their knowledgeable about their communitycommunity

Establish your chapter as a resource Establish your chapter as a resource for local decision makersfor local decision makers

Potential Issues for Chapter Potential Issues for Chapter InvolvementInvolvement

Building Code Adoptions or RevisionsBuilding Code Adoptions or Revisions NCEES Model Law Adoption by StatesNCEES Model Law Adoption by States Public Building or School Construction Public Building or School Construction

InitiativesInitiatives Reducing Energy Use and Building Reducing Energy Use and Building

Environmental ImpactsEnvironmental Impacts Public Utility Commission Hearings on Public Utility Commission Hearings on

Energy Efficiency ProgramsEnergy Efficiency Programs Science and Mathematics Programs in Science and Mathematics Programs in

SchoolsSchools Government Energy Efficiency IncentivesGovernment Energy Efficiency Incentives

Advocacy ResourcesAdvocacy Resources Current ASHRAE Advocacy Activity and Current ASHRAE Advocacy Activity and

issue details are available at issue details are available at http://www.ashrae.org/advocacyhttp://www.ashrae.org/advocacy

The ASHRAE Washington Office can be The ASHRAE Washington Office can be contacted at washdc@ashrae.orgcontacted at washdc@ashrae.org

The “The “Primer on Government Activities” Primer on Government Activities” andand the “the “Chapter ToolkitChapter Toolkit” are available ” are available at www.ashrae.org/advocacy/page/1262at www.ashrae.org/advocacy/page/1262

The The PresidentPresident of the Society of the Society

AndAndDocuments approved by the Society

Board of Directors

ASHRAE PresidentRon Jarnagin

Who Speaks for ASHRAE?

WHYWHY DO PEOPLE ATTEND CHAPTER DO PEOPLE ATTEND CHAPTER MEETINGSMEETINGS??

1. Receive and transmit technical information

2. Develop knowledge of problems and solutions

3. Meet members and others in the same field

4. Opportunities for leadership5. Fellowship, Enjoyment and Fun!

AprilApril:: Set Meeting ScheduleSet Meeting Schedule MayMay:: First Meeting/ConductFirst Meeting/Conduct

SurveySurveyJulyJuly:: Develop/Budget ProgramsDevelop/Budget Programs AugustAugust:: Contact Speakers and Contact Speakers and

Make ArrangementsMake Arrangements Use the Use the CTTC Chapter Chair Calendar CTTC Chapter Chair Calendar available at www.ashrae.org/cttc.available at www.ashrae.org/cttc. Send your program schedule to CTTC Send your program schedule to CTTC RVC before October. RVC before October.

CHAPTER TECHNOLOGY TRANSFER COMMITTEE

PLAN YOUR CHAPTER PROGRAMS

PLAN YOUR CHAPTER PROGRAMS USE THE CHAPTER PROGRAM USE THE CHAPTER PROGRAM

SURVEYSURVEYUsed by CTTC in development of Used by CTTC in development of

Programs Programs Use as planning tool for ProgramsUse as planning tool for ProgramsUse to Survey member needs/interestsUse to Survey member needs/interestsDistribute at chapter meeting and Distribute at chapter meeting and

mailmail to chapter membersto chapter membersFind sample survey at Find sample survey at

www.ashrae.org/cttcwww.ashrae.org/cttc

PLAN YOUR CHAPTER PROGRAMS

PUBLISH ANNUAL PROGRAM SCHEDULE IN PUBLISH ANNUAL PROGRAM SCHEDULE IN CHAPTER NEWSLETTER EACH MONTH CHAPTER NEWSLETTER EACH MONTH

Determine each Speaker's needsDetermine each Speaker's needs Publicize Speaker’s informationPublicize Speaker’s information

(Bio. & Topic Summary) w/ photo(Bio. & Topic Summary) w/ photoin Newsletter just prior to meetingin Newsletter just prior to meeting

Provide monthly meeting reminder Provide monthly meeting reminder before meeting via phone calls/e-mails before meeting via phone calls/e-mails

or faxor fax

Chapter Meetings ShouldChapter Meetings Should AvoidAvoid::

Politics Politics

Trade (Sales/Business Trade (Sales/Business Transactions)Transactions)CommercialismCommercialism

ReligionReligion

COMMERCIALISMCOMMERCIALISM

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

Visit Visit www.ashrae.cttc www.ashrae.cttc for ASHRAE’s for ASHRAE’s Commercialism Policy and GuidelinesCommercialism Policy and Guidelines

Professional Development Hours Professional Development Hours (PDH’s)(PDH’s)

Chapters must comply with the Continuing Chapters must comply with the Continuing Education Requirements in their State, Province, or Education Requirements in their State, Province, or CountryCountry

A listing of PDH Requirements by state is available A listing of PDH Requirements by state is available at http://www.ashrae.org/education/page/554at http://www.ashrae.org/education/page/554

A Certificate of Attendance Template for use by A Certificate of Attendance Template for use by chapters is available at chapters is available at http://www.ashrae.org/members/page/611http://www.ashrae.org/members/page/611

Hard copy, blank Certificates of Attendance may be Hard copy, blank Certificates of Attendance may be ordered at ordered at http://www.ashrae.org/chaptersupplieshttp://www.ashrae.org/chaptersupplies

MEETING LOCATION & FACILITIESMEETING LOCATION & FACILITIES Consistent Meeting Dates Consistent Meeting Dates

and Timeand Time

Convenient Location Convenient Location Ensure Adequate Space for Ensure Adequate Space for AudienceAudience Audiovisual/Lighting Control Equipment Audiovisual/Lighting Control Equipment

Available and Checked Out in advance Available and Checked Out in advance Adequate Climate Control System and Adequate Climate Control System and

Good LightingGood Lighting Unobstructed Views to Speaker/PodiumUnobstructed Views to Speaker/Podium

SPEAKER PROTOCOL

Treat Speakers & Distinguished Treat Speakers & Distinguished Lecturers as Lecturers as Special GuestsSpecial Guests

Identify Equipment/Audiovisual NeedsIdentify Equipment/Audiovisual Needs Prepare Introduction Materials Prepare Introduction Materials Time Allotted/Program PlannedTime Allotted/Program Planned Audience Size, Room Size and Audience Size, Room Size and

ExpectationsExpectations Maximize Speaker’s Full ScheduleMaximize Speaker’s Full Schedule Confirm Transportation, Lodging, and Confirm Transportation, Lodging, and

CompensationCompensation Send a Thank you LetterSend a Thank you Letter

AFTER EACH CHAPTER PROGRAM

Have members complete Program Have members complete Program Evaluations after each meeting; Find Evaluations after each meeting; Find form at www.ashrae.org/cttcform at www.ashrae.org/cttc

Send Chapter Speakers DatabaseSend Chapter Speakers Database to RVC to RVC each month(within 30 days of meeting); each month(within 30 days of meeting); Find form at www.ashrae.org/cttcFind form at www.ashrae.org/cttc

CHAPTER PROGRAMS RESOURCESCHAPTER PROGRAMS RESOURCES

1. ASHRAE Distinguished Lecturers www.ashrae.org/distinguishedlecturers

3. Regional Speakers Data Base List4. CTTC Webpage - www.ashrae.org/cttc

See Chapter Programs Resources

ADDITIONAL CHAPTER PROGRAMS ADDITIONAL CHAPTER PROGRAMS RESOURCESRESOURCES

5. DOE Office/Programs-www.eere.energy.gov

6. Professional Liability Insurance Carrier/Firms

7. BOMA – www.boma.org8. SMACNA – www.smacna.org9. Municipal/State Building Officials10. AIA Institute – www.aia.org11. MCAA – www.mcaa.org

MONTHLY PROGRAM TOPICS/FORMATS

1. Panel Programs or Forums2. Technical Tours/Field Trips3. Technical/Research Talks4. Student/Membership Promotion5. CTTC Webcast6. All Day Chapter Seminars7. Co-Sponsored Conferences/Seminar8. National Engineers Week9. Non-Technical Talk10. Joint Meetings -USGBC/AIA11. Facilities Management12. Community Service Activities

TECHNICAL TALKSTECHNICAL TALKS

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

PANEL FORUM

Contractor/engineer/architect/owner/code official/developer

May draw largest attendance Can be very entertaining and

educational

FIELD TRIPS

University Research LabsUniversity Research Labs Food Processing FacilitiesFood Processing Facilities

Application InstallationsApplication InstallationsLaboratoriesLaboratories Plant ToursPlant Tours

BreweriesBreweries

Clean RoomsClean Rooms

SEMINARS/CONFERENCESSEMINARS/CONFERENCES

One or two per yearOne or two per year Valuable in promoting ASHRAEValuable in promoting ASHRAE Technical Seminars Technical Seminars Co-sponsored ConferencesCo-sponsored Conferences

RESEARCH TALKSRESEARCH TALKS

ASHRAE Research (staff speakers, Research AdministrationCommittee Members)

University Research Trade Association Research Private Research

JOINT MEETINGSJOINT MEETINGS

Other Nearby Chapters

Other Societies (engineering, technical, architects, construction, contracting, trade))

MINI TRADE SHOWS

Chapter sponsored equipment expositions

Tend to be good for chapter membership and bank account

Some restrictions apply Consult Manual of Chapter Operations for

Guidelines

CHAPTER PRODUCT SHOWSCHAPTER PRODUCT SHOWS

Maximum of three displays (4 x 8 table)No restrictions on number of productsCannot interfere with chapter meetingNo discussion of product during programDisclaimer posted in display area and listed in published announcementsConsult Manual of Chapter Operations for Guidelines

YOUNG MEMBERSYOUNG MEMBERS

Meeting or Technical ProgramMeeting or Technical ProgramPlanned by Young MembersPlanned by Young Members Young Member Night, Sports Young Member Night, Sports Day, PicnicDay, PicnicCareer MentoringCareer MentoringProfessional Development SeminarsProfessional Development SeminarsYoung Members “Idea Breakfast” or Young Members “Idea Breakfast” or LuncheonLuncheon

NON-TECHNICAL TALKSNON-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 NightsBuilding Manager/Owner ProblemsLeadership Skills for Engineers

ASHRAE DISTINGUISHED LECTURERS PROGRAM - BENEFITS

(Distinguished Lecturer Forms & Information available at www.ashrae.org/distinguishedlecturers)

1.1. Chapter receives excellent lecturer to Chapter receives excellent lecturer to speak on relevant subjects of interestspeak on relevant subjects of interest

2.2. Opportunity for joint participation of Opportunity for joint participation of chapters and sister organizationschapters and sister organizations

3.3. Society pays lecturer’s transportation to Society pays lecturer’s transportation to city of eventcity of event

4.4. Opportunities for working with other Opportunities for working with other Chapters to combine DL visitsChapters to combine DL visits

DISTINGUISHED LECTURERS PROGRAMDISTINGUISHED LECTURERS PROGRAMCHAPTER RESPONSIBILITIESCHAPTER RESPONSIBILITIES: :

Participation Form must be submitted to RVC for transmission to ASHRAE Headquarters

RVC approval is required for ASHRAE-paid visits

Promote as a special event

Housing, local transportation, and meals are paid by chapter

DISTINGUISHED LECTURERS PROGRAMDISTINGUISHED LECTURERS PROGRAMCHAPTER RESPONSIBILITIESCHAPTER RESPONSIBILITIES: :

Complete the Distinguished Lecturer Event Summary Critique (Available at www.ashrae.org/distinguishedlecturers)

Distribute the DL Evaluation Form to all attendees Collect at the end of the meetingCompile the attendee rating on the Event Summary CritiqueSend completed Event Summary Critique to your CTTC RVC and ASHRAE HQ

CTTC needs your feedback to continue to improve the DL Program

HQ RESPONSIBILITIES: When Participation Formis received, chapter, lecturer, and RVC’s are promptly sent confirmation

Chapter is sent publicity materials for use in promoting eventLecturer is reimbursed for transportation to city of event following visit

DISTINGUISHED LECTURERS DISTINGUISHED LECTURERS PROGRAMPROGRAM

ASHRAE LEARNING INSTITUTE ASHRAE LEARNING INSTITUTE (ALI)(ALI)

CHAPTER PROFESSIONAL DEVELOPMENTCHAPTER PROFESSIONAL DEVELOPMENT Instructor-Led SeminarsInstructor-Led Seminars Self-Paced CoursesSelf-Paced Courses

Developed and presented by subject Developed and presented by subject matter experts at discounted rates matter experts at discounted rates to chapters. to chapters.

Each seminar uses ASHRAE peer-Each seminar uses ASHRAE peer-reviewed materials that provide reviewed materials that provide practical information that can be put practical information that can be put to immediate practice.to immediate practice.

Visit www.ashrae.org/education for more information

ASHRAE CertificationASHRAE Certification

ASHRAE Certification ASHRAE Certification ProgramsPrograms

www.ashrae.org/certificationwww.ashrae.org/certificationASHRAE offers six certification programsASHRAE offers six certification programs

1.1.Healthcare Facility Design ProfessionalHealthcare Facility Design Professional (HFDP) (HFDP)2.2.High-Performance Building Design High-Performance Building Design Professional (HBDP)Professional (HBDP)3.3.Operations & Performance Management Operations & Performance Management Professional (OPMP)Professional (OPMP)4.4.Commissioning Process Management Commissioning Process Management Professional (CPMP)Professional (CPMP)5.5.Building Energy Modeling Professional (BEMP)Building Energy Modeling Professional (BEMP)6.6.Building Energy Assessment Professional Building Energy Assessment Professional (BEAP)(BEAP)

Presidential Award of Excellence (PAOE)

PAOE recognizes and rewards members who PAOE recognizes and rewards members who perform activities to support ASHRAE perform activities to support ASHRAE

initiativesinitiatives

The PAOE Newsletter, Instructions, and Award The PAOE Newsletter, Instructions, and Award Descriptions are available atDescriptions are available at

http://www.ashrae.org/members/page/275#jumppaoehttp://www.ashrae.org/members/page/275#jumppaoe

WHERE TO GET MORE WHERE TO GET MORE INFORMATION?INFORMATION?

Your CTTC Regional Vice Chair Chapter Programs Manager,

Rosy Douglas (rdouglas@ashrae.org)

CTTC Web Page – At www.ashrae.org/cttcManual of Chapter Operations (MCO) –

Online at www.ashrae.org