CHAPTER TECHNOLOGY TRANSFER COMMITTEE WORKSHOP

1
CHAPTER TECHNOLOGY TRANSFER COMMITTEE WORKSHOP

• FALL 2005

Contact Information Regional Vice Chair Tel.
Fax Email Regional Program Chair Tel.
Fax Email Regional Refrigeration
Chair Tel. Fax Email
2
Workshop Agenda

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

3
Chapter Technology Transfer Committee (CTTC)

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

4
SOCIETY CHAPTER TECHNOLOGY TRANSFER COMMITTEE

• One Chairman
• Two Vice-Chairmen
• All Regional Vice-Chairmen (13)
• One Region-at-Large Representative
• BOD ex-officio and Coordinating Officer
• One Programs Coordinator
• One Communications Coordinator
• Four non-voting advisors
• One Refrigeration
• One Technical
• One Energy
• One Governmental Activities

5
Chapter Technology Transfer Committee Scope and
Purpose

• Efficient and Effective transfer of current and
  relevant information throughout the HVACR
  industry
• Develop and maintain high quality and readily
  available tools to enable chapters to offer
  informative and attractive industry related
  information and programs to all target segments
• Maintain a committee structure and membership
  that supports effective and enthusiastic
  activities by its volunteer members

6
Chapter Technology Transfer CommitteeResponsibili
ties

• Reports to Members Council
• Identify and develop resources for programs and
  technical sessions for chapter use
• Coordinate dissemination of technical and
  industry related information to chapters
• Promote and administer award programs assigned to
  this committee
• Governmental Activities

7
Chapter Technology Transfer Committee
Responsibilities Continued

• Coordinate input to the Society from chapters on
  standards, publications, handbooks, and position
  papers/statements
• Coordinate chapter refrigeration activities to
  include refrigeration related PAOE, refrigeration
  programs, and awards
• Develop, maintain and distribute a regional
  speakers' list for use by each local chapter in
  the region in the development of chapter programs
• Facilitate program planning guidelines,
  evaluations, and improvement opportunities for
  chapters

8
Chapter Technology Transfer Committee
Responsibilities Continued

• Assist CTTC Chairs with the reporting of PAOE in
  accordance with the current Presidential PAOE
  Newsletter
• Attend regional Chapters Regional Conference and
  present the workshop on CTTC. Support the
  development of CRC technical sessions
• Revise, update and distribute the Chapter
  Technology Transfer Committee Manual for Chapter
  Chairs

9
Chapter Technology Transfer Committee
Responsibilities Continued

• Promote continuing education activities at the
  chapter level such as ASHRAE developed programs,
  post secondary educational programs, and chapter
  or industry sponsored seminars
• Liaison with educational, technical and
  government related groups within ASHRAE, as
  appropriate, to promote technology transfer to
  the chapters

10
Chapter Technology Transfer Committee Chapter
Chair Duties

• Inform the chapter members of technical and
  government issues (ASHRAE Issues, Government
  Affairs Newsletter)
• Disseminate technical information to chapter,
  public, civic, and professional groups
• Promote Technology Award, Government Activities,
  Chapter Program Star, and Milton W. Garland Award
  Programs
• Assist Chapter Refrigeration Chair in
  refrigeration activities

11
Chapter Technology Transfer Committee Chapter
Chair Duties Continued

• Provide assistance to local government groups
  when approved by the board and when it would not
  conflict with society publications, standards, or
  policy documents
• Provide programs at the Chapter level that are
  relevant to the needs of the membership

12
Chapter Technology Transfer Committee
Management by Objectives-MBO

• DEFINITIONS
• Objectives are things which are achieved, such as
  a manual, a product, sales, a plan, employee
  morale--things which are business results.
• CHARACTERISTICS
• Written
• Measurable
• Attainable
• Challenging
• Understandable
• Agreed Upon
• Timed

13
Chapter Technology Transfer Committee Management
by Objectives-MBO Continued
Sample MBO
14
Chapter Technology Transfer Committee Role In
Issues

• Remain knowledgeable on current status of major
  issues
• Be the chapter source for issue information
• Provide information to interested parties
• Local ASHRAE members
• Technical professionals outside of ASHRAE
• The citizen community
• News and trade media
• Local governments

15
Who Speaks For ASHRAE?

• The President of the Society
• And
• Documents approved by the Society Board of
  Directors

16
Who Represents The Local Chapter?

• Member(s) authorized by
• the chapter leadership

17
Is There Guidance For Interacting With
Governments?

• For individual citizens and professionals
  representing themselves
• No restrictions
• For the ASHRAE organization
• Avoid the political process

18
Where Is Issue Information Available?

• The monthly Washington Report in the ASHRAE
  Journal
• The ASHRAE Washington Office's Government Issues
  Updates
• Available at www.ashrae.org/governmentupdates
• Background Capsules on Issues
• Position Documents

19
Chapter Technology Transfer Committee Position
Documents

• Ozone-Depleting Substances
• Ammonia as a Refrigerant
• Energy
• Climate Change
• Indoor Air Quality
• Legionellosis
• Asbestos
• Fire and Smoke Control in Buildings

20
CHAPTER TECHNOLOGY TRANSFER COMMITTEE

• April Set Meeting Schedule
• May First Meeting/Conduct Survey
• July Develop/Budget Programs
• August Contact Speakers and Make
  Arrangements
• Send program schedule to CTTC RVC before October

21
CHAPTER PROGRAM SURVEY

• Used by CTTC in development of Programs
• Use as planning tool for Programs
• Use to Survey needs/interests of members
• Distribute at chapter meeting and mail to chapter
  members
• Find sample survey in the Chapter Chair Manual

22
CHAPTER TECHNOLOGY TRANSFER COMMITTEE

• PUBLISH REMAINING ANNUAL PROGRAM SCHEDULE IN
  CHAPTER NEWSLETTER EACH MONTH
• Determine each Speaker's requirements
• Publicize Speakers information(Bio. Topic
  Summary) w/ photograph(If possible) in Newsletter
  just Prior to meeting
• Provide monthly meeting reminder before meeting
  via telephone calls/e-mails or facsimiles

23
CHAPTER TECHNOLOGY TRANSFER COMMITTEE

• Have members complete Program Evaluations after
  each meeting Find form on Workshop CD
• Send Chapter Speakers Database to RVC each
  month(within 30 days of meeting) Find form on
  Workshop CD

24
CHAPTER TECHNOLOGY TRANSFER COMMITTEECHAPTER
SPEAKERS DATABASE
25
WHY DO PEOPLE ATTEND?

• Receive and transmit technical information
• Develop knowledge of problems and solutions
• Meet members and others in the same field
• Opportunities for leadership
• Fellowship, Enjoyment and Fun!

26
CHAPTER PROGRAMS

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

27
COMMERCIALISM

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

28
MEETING LOCATION FACILITIES

• Consistent Meeting Dates Time
• Convenient Location
• Ensure Large Enough for Expected Audience
• Should Have Good Lighting
• Audiovisual/Lighting Control Equipment Available
  and Checked Out in advance
• Adequate Climate Control System
• Unobstructed Views to Speaker/Podium

29
SPEAKER PROTOCOL

• Protocol/Etiquette
• Identify Equipment/Audiovisual Needs
• Introduction Materials
• Advice/Guidelines
• Time Allotted/Program Planned
• Audience Size and Expectations
• Size of Room
• Transportation/Lodging Needs
• Thank you Letter

30
MEETING PROMOTION

• Monthly Schedule in Newsletter
• Mail Cards, E-Mail or by Fax
• Newsletter Promotion/Publicity of upcoming
  Program
• Post in Newsletter on Website
• Verbal Reminder at end of each Meeting

31
CHAPTER PROGRAMS RESOURCES

• Society Web Page - www.ashrae.org
• Technical Committee Presentations for chapter use
  available at http//www.ashrae.org/template/Asset
  Detail/assetid/25234
• ASHRAE Technical Committees
• Regional Speakers Data Base List
• ASHRAE Distinguished Lecturer Program
• Government Agencies

32
CHAPTER PROGRAMS RESOURCES

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

33
MONTHLY PROGRAM TOPICS/FORMATS

• Panel Programs or Forums
• Technical Tours/Field Trips
• Technical/Research Talks
• Student/Membership Promotion
• Joint Meetings
• All Day Chapter Seminars
• Co-Sponsored Conferences/Seminar
• National Engineers Week
• Non-Technical Talk
• LEEDS
• Facilities Management

34
TECHNICAL TALKS

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

35
PANEL FORUM

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

36
FIELD TRIPS

• University Research Labs
• Application Installations
• Laboratories
• Plant Tours
• Breweries

37
SEMINARS/CONFERENCES

• One or two per year
• Valuable in promoting ASHRAE
• Chapter Technical Seminars
• Co-sponsored Conferences

38
RESEARCH TALKS

• ASHRAE Research (staff speakers, Research RVCs)
• University Research
• Trade Association Research
• Private Research

39
JOINT MEETINGS

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

40
YOUNG MEMBER/STUDENT MEETINGS

• Students as Guests
• Meeting planned by Young Members
• Student Night, Sports Day, Picnic
• Career Mentoring, Professional Development
  Seminars
• Young Members Idea Breakfast
• Students as Speakers

41
NON-TECHNICAL TALKS

• Legal Aspects (owner, architect, engineer,
  contractor, manufacturer, sales agent)
• Check with local Bar Association/Professional
  Liability Insurance firms for speakers
• Resource Promotion Nights
• Building Manager/Owner Problems
• Leadership Skills for Engineers

42
DISTINGUISHED LECTURERS PROGRAM

• Chapter receives excellent lecturer to speak
  on relevant subjects of interest
• Opportunity for joint participation of
  chapters and sister organizations
• Society pays lecturers transportation to city
  of event
• Opportunities for working with other Chapters
  to combine DL visits.

43
DISTINGUISHED LECTURERS PROGRAM

• RVC RESPONSIBILITIES
• Selects chapters to host lecturer
• Ensure Participation Form is received from
  selected chapters Find form on Workshop CD
• Attends lecturer events in region whenever
  possible
• Provides guidance and direction to chapters on
  program

44
DISTINGUISHED LECTURERS PROGRAM

• CHAPTER RESPONSIBILITIES
• Participation Form must be submitted to RVC for
  submission to ASHRAE HQs Find form on Workshop
  CD
• RVC approval is required for ASHRAE-sponsored
  visits
• Promote as a special event
• Housing, ground transportation, and meals are
  paid by chapter
• Evaluation form is submitted to ASHRAE HQ after
  event

45
DISTINGUISHED LECTURERS PROGRAM

• HQ RESPONSIBILITIES
• When Participation Form is received, chapter,
  lecturer, and RVC are promptly sent confirmation
• Chapter is sent publicity materials for use in
  promoting event
• Lecturer is reimbursed for transportation to city
  of event

46
ASHRAE CONTINUING EDUCATION(ALI) COURSE LICENSING

• Chapters may obtain license to present ASHRAE
  courses using local speakers
• ADVANTAGES FOR CHAPTERS
• ASHRAE courses are available locally
• Generates revenue for chapters
• Earn PAOE points

47
ASHRAE LEARNING INSTITUTE (ALI) CONTINUING
EDUCATION PROGRAMS

• Professional Development Seminars
• 2-Day seminar presented by
• ASHRAE instructors around the Country
• Short Course Series (SCS)
• 3-Hour instructional seminar
• presented during Winter/Annual Meetings
• Self-Directed Learning Course (SDL)
• Self-contained home study course
• On-Line Web Courses
• Various continuing education programs presented
• by ASHRAE instructors

48
MINI TRADE SHOWS

• Chapter sponsored equipment expositions
• Tend to be good for chapter membership and bank
  account
• Some restrictions apply

49
MINI TRADE SHOW RESTRICTIONS

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

50
CHAPTER PRODUCT SHOWS

• Maximum of three displays (4 x 8 table)
• No restrictions on number of products
• Cannot interfere with chapter meeting
• No discussion of product during program
• Disclaimer posted in display area and listed in
  published announcements

51
WHERE TO GET MORE INFORMATION

• Regional Vice Chair _______
• Chapter Support Manager, Rosy Douglas
  (rdouglas_at_ashrae.org)
• CTTC Web Page At www.ashrae.org, Select
  Shortcuts, Committees, CTTC
• ASHRAE Homepage (www.ashrae.org)
• Manual of Chapter Operations (MCO) Online at
  www.ashrae.org, Select Shortcuts, MCO

52
Thank you for your attention. See you at the
next ASHRAE meeting!