CRC CHAPTER SUMMARY REPORT
2014-2015
T ABL E OF CONTENTS
INTRODUCTION
2
CHAPTER PROBLEMS
4
CHAPTER INNOVATIONS AND SUGGESTIONS
5
CRC SUMMARY FORM
8
CRC SUMMARY FORM BACKGROUND
9
1.
M
EMBERSHIPP
ROMOTION9
2.
S
TUDENTA
CTIVITIES10
3.
Y
OUNGE
NGINEERS INASHRAE
10
4.
C
HAPTERT
ECHNOLOGYT
RANSFER ANDA
TTENDANCE11
5.
R
ESEARCHP
ROMOTION/F
UNDRAISING13
6.
C
HAPTERH
ISTORY14
7.
S
OCIALM
EDIA15
8.
R
EFRIGERATION16
9.
H
ONORS ANDA
WARDS17
10.
S
USTAINABILTY17
11.
G
RASSROOTSG
OVERNMENTA
FFAIRS18
12.
F
INANCES19
LIST OF APPENDICIES
20
S
AMPLEN
EWSLETTER13
S
AMPLE IC
ONTACT EM
AILU
PDATE23
C
OMMITTEEC
HAIRSMBO’
S26
ASHRAE
I
NSIGHTSA
RTICLEINTRODUCTION
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
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.
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.
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.
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.
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.
2014-2015 SPRING CRC
CHAPTER SUMMARY REPORT
REGION REGION VIIICHAPTER 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
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
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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 :
Monthly Newsletter of the Central Oklahoma Chapter
ISSUE 8 - March 2014-2015 EDITION www.ashrae.org www.ashraecok.org Table of ContentsPresident’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 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
ASHRAECOK.ORG
SOU’WESTER
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 12
th. 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 25
th. 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 36
thand Lincoln. Thank you PHCC for the invitation.
Our next chapter meeting is Monday, April 1
st. 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
ASHRAECOK.ORG
SOU’WESTER
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
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 23
rdfrom 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
[email protected]
.
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;
@ASHRAE
cokJason Hornsby
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
[email protected]
.
ASHRAECOK.ORG
SOU’WESTER
March Meeting & Event Photos
ASHRAECOK.ORG
SOU’WESTER
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
[email protected]
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.
ASHRAECOK.ORG
SOU’WESTER
ASHRAE COMMUNITY SERVICE EVENT
This Saturday, April 4
thwill 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
[email protected]
if you would like to participate.
Thanks,
ASHRAECOK.ORG
SOU’WESTER
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
[email protected]
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
[email protected]
ASHRAE Government Affairs Update, 3/13/2015
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
2014-2015 COK CONTACT INFORMATION
Contact
Company
Phone
OFFICERS:
President (CRC Delegate)
Joe Sanders RB Akins Company (405)947.6502 [email protected]
President Elect (CRC Alternate)
John Semtner ADG (405)232.5700 [email protected]
Secretary Mark Furgason Automated Building Systems (405)947.1794 [email protected]
Treasurer Stephanie Thomas TME, Inc (405)463.6570 [email protected]
BOARD OF GOVERNORS:
Board of Governors David Royal Automated Building Systems (405)948.1794 [email protected]
Board of Governors Rick Marsh Trade Mechanical (405)521.1497 [email protected]
Board of Governors Grant Flurry Federal Corporation (405)239.7320 [email protected]
Board of Governors Brian Sauer, P.E. F+S+B (405)840.2931 [email protected]
Board of Governors Adam Shupe Burns & McDonnell (405)200.0306 [email protected]
Board of Governors Michael Wilson Guernsey US (405)416.8373 [email protected]
Board of Governors Daniel Brazeale Engineered Equipment Inc. (405)525.7722 [email protected]
Board of Governors Jason Keyes Automated Building Systems (405)948.1794 [email protected]
Board of Governors Dusty Stoabs, P.E. Streets, LLC (405)388.2271 [email protected]
Historian Alan Loeffler Federal Corporation (405)239.7301 [email protected]
Research Promotion Adam Shupe Burns & McDonnell (405)200.0306 [email protected]
Refrigeration Jason Keyes Automated Building Systems (405)948.1794 [email protected]
Technology Transfer Michael Wilson Guernsey (405)416.8373 [email protected]
Governmental Activities Byron Hughes RB Akins Company (405)947.6502 [email protected]
Student Activities Caleb Spradlin TME, Inc (405)463.6570 [email protected]
YEA Andy Donehue Trane (405)717.7667 [email protected]
Membership Promotion Daniel Brazeale Engineered Equipment Inc. (405)525.7722 [email protected]
Webmaster, Homepage, & Electronic Comm.
David Royal Automated Building Systems (405)948.1794 [email protected]
Honors & Aswards Tino Mendez Retired (405)843.3579 [email protected]
Newsletter Damon McClure Harrison-Orr Air Conditioning, (405)520.2492 [email protected]
COMMITTEE CHAIRS:
October 2014 Chapter Meeting (Joint meeting with AIA)
When
Wednesday, October 01, 2014 11:30 AM to 1:30 PM ADD TO CALENDARTickets
$20.00 Member Registration $0.00 Student Registration $0.00 NO Lunch -Registration $20.00 Guest TicketDirections
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.
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.
1
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 5th, 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
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
