1. Grassroots Government Advocacy Committee Region [Number] CRC [RVC name] [RVC email] [RVC phone] [Date]

2. Why?  Member involvement and engagement  Guidance and education  Broad scope  Not U.S.-centric  Official structure for these activities  Discrete emphasis on interactions with local governments  Reports to Members Council

3. GGAC Responsibilities GGAC shall be responsible for grassroots activities and issues that relate to local, state, federal and provincial government bodies in areas of interest to ASHRAE members, in order to better coordinate efforts and understanding between ASHRAE grassroots members and local government.

4. Society GGAC Structure  Chair (Presidential Member)  First Vice Chair  Second Vice Chair  Communications Coordinator  Fourteen Regional Vice-Chairs  Four At-Large Members  Two BOD ex officios (one of whom must be the Society Treasurer)  Coordinating Officer  Consultant  Representative from Members Council  Representatives from Publishing and Education Council  Representative of Tech Council  Staff Liaisons

5. Where Does GGAC Fit In?  Many ASHRAE-relevant policy issues are decided at the at the provincial, state and local level  Chapter members are most knowledgeable about their community  Establish your chapter as a resource for local decision makers

6. How Do You Do It?

7. Communication Between chapters/sections/members and with ASHRAE staff liaison

8. Coalition Building “Force multiplier”

9. Grassroots Relationships  Chapters and sections should develop relationships with local chapters of other organizations  Institutes of Architects  Building Owners and Managers Association  International Code Council  International Facilities Managers Assn.  National Society of Professional Engineers  Green Building Councils

10. Grassroots Relationships  Many Society-level Memoranda of Understanding  Formalize scope of relationships between ASHRAE and other organizations List of MOUs – updated regularly – available on ASHRAE’s website https://www.ashrae.org/about- ashrae/policies-and-procedures

11. Grassroots Relationships  Joint meetings and networking events  Regular discussions about possible opportunities for collaboration  Technical programming  Working with policymakers to speak to ASHRAE core policy concerns that may impact their organizations as well

12. Connections Inventory relationships with policymakers Include them in events, communications

13. What Chapters and Members Can Say

14. Engagement with Policymakers Serve as clearinghouse of grassroots government adoptions of ASHRAE- endorsed standards, guidelines, and positions

15. Engagement with Policymakers Encourage active, informed membership by keeping local, provincial, state and federal governments updated on technical issues

16. Engagement with Policymakers Promote appointment of local members to local, provincial, state, federal and, beyond North America, national governmental bodies

17. Limitations If requested by grassroots governmental body to assist in writing or development of regulations, codes, ordinances, or laws, or law, or to participate in advisory group to grassroots government agency, upon BOG approval, go ahead, BUT

18. Limitations  Chapters, sections, and members must not take any action that conflicts with:  Society or chapter bylaws  Society‐approved documents or publications  Any existing Memorandum of Understanding or contractual obligation between ASHRAE and another code or standards writing organization

19. Limitations  Chapters, sections, and members may speak to technical or method‐of‐enforcement aspects of public policy only and must not support of political party or candidate

20. Limitations  Chapters, sections, and members must not jeopardize chapter’s tax status, or cause chapter, section, or member to exceed local, provincial or state limits regarding registration as “lobbyist” or “lobbying organization”

21. Limitations  Chapters, sections, and members must not request or receive any travel or transportation reimbursement (as defined by ASHRAE Travel Policy), nor any reimbursement for time away from regular employment, for activity

22. NO LOBBYING! ASHRAE has comprehensive matrix of what constitutes “lobbying” in all U.S. states – and is working to get similar materials for non-U.S. jurisdictions

23. “Lobbying” vs. “Advocacy” In the simplest terms… Lobbying Advocacy

24. “Lobbying” v. “Advocacy” Laws and regulations vary state to state, jurisdiction to jurisdiction, country to country, so consult the law no matter what

25. Staying Out of Trouble It is YOUR responsibility to know what can and can’t be done – and to convey the same to your chapter chairs

26. Limitations Outlined ROB Section 2.433 MCO Section 2.6 GGAC MOP GGAC Resource Manual GGAC Public Policy Priorities https://www.ashrae.org/government-affairs/grassroots- government-advocacy

27. ASHRAE-Approved Documents  Published Standards and Guidelines  Public Policy Issue Briefs  Position Documents All are available on ASHRAE website

28. Management by Objectives (MBOs) RVC to fill in as each RVC will assign these to the chapters

29. Chapter Chair Responsibilities  Review Section 2.6 of the MCO  Work with the chapter to keep local, provincial and state governments updated on technical issues  Inform the chapter members of local, provincial and state government issues  Seek the appointment of chapter members to local, provincial and state governmental bodies  Maintaining a list of all elected officials in the jurisdictions within the chapter’s geographical boundaries  Maintaining a list of appointed or hired government employees who have a role in the enforcement or adoption of local codes or standards relevant to the building sciences

30. Chapter Chair Responsibilities  Provide tools to train and enable chapter members to effect positive interactions with government entities in their communities  Serve as a conduit to keep their chapter leaders, RVC, and the Government Affairs Office staff informed on local governmental activities of interest to ASHRAE  Liaising chapter members with educational, advocacy and programs-related groups within ASHRAE  Serving as a clearinghouse of grassroots government adoptions of ASHRAE-endorsed standards, guidelines, and positions

31. Public Policy Priorities IEQ (Indoor Environmental Quality) Energy efficiency Residential Public Safety

32. Presidential Award of Excellence Categories outline Society GGAC priority activities Should serve as guidance for chapters and sections on how to organize GGAC programming – especially in initial phases

33. Presidential Award of Excellence ASHRAE’s President-Elect decides the specific point allocations PAOE recognizes and rewards members who perform activities to support ASHRAE initiatives PAOE Newsletter, Instructions, and Award Descriptions are available at www.ashrae.org MinimumPar 500 Points650 Points

34. GGAC PAOE POINTS 2015-16 PointsResponsibility 50 points For establishing and maintaining a chapter Grassroots Government Advocacy Committee with at least 2 members to promote ASHRAE with state, provincial, and local government. 50 points For grassroots government advocacy training for chapter officers and future leaders. 150 points For establishing and annually updating a list of government officials (at any level of government relevant to buildings, engineering or construction, including building officials, school system facility staff, state energy code officials, etc.) along with their contact information. (List must be sent to RVC by October 15)

35. GGAC PAOE POINTS 2015-16 PointsResponsibility 300 points (Max 1200) For each building located within the area used to determine the Chapter’s area assigned members receiving a Building Energy Quotient (bEQ) rating if the Chapter promoted bEQ 100 points (Max 1000) For each announced and promoted or held joint chapter meeting with local, state, or provincial government entity to discuss a built environment or HVAC&R industry-related topic 100 points (Max 800) For each documented personal contact (meeting) by a chapter member with government officials (at any level of government relevant to buildings, engineering or construction, including building officials, school system facility staff, state energy code officials, etc.) with the goal of promoting ASHRAE related subjects or Chapter goals and objectives, with notification sent to the ASHRAE Government Affairs Office (Points doubled if the chapter promotes current or recently updated ASHRAE Standards, ASHRAE certifications or bEQ) 100 points For each National Engineers’ Week or non-US equivalent activity that promotes Engineering

36. GGAC PAOE POINTS 2015-16 PointsResponsibility 100 points (Max 600) For promotion of ASHRAE certification programs with government officials, engineers, personal presentations, newsletters 50 points For maintaining a current listing of local and state Energy code(s) for entities within chapter area; include contacts for people managing the Energy Code(s) 50 points (Max 100) For each Chapter program on the topic of government activities (minimum 45 minute presentation; maximum 2) 100 points For each National Engineers’ Week or non-US equivalent activity that promotes Engineering 300 points For a complete application submitted to the GGAC for the Government Affairs Award 200 points For the incoming Chapter GGA committee chair attending the GGAC CRC workshop (50 points for chapter representative other than the chair who is a senior officer or member of GGAC)

37. GGAC PAOE POINTS 2015-16 PointsResponsibility 100 points For chapter GGAC chair continuing a second year as chair (200 points for an additional year with a cap of 300 points in one year) 100 points For chapter submitting report(s) with local issues identified to RVC (with a cap of 400 points in one year) 50 points (Max 100) For planning/goal setting session with RVC (points assigned by RVC by October 1 or 2 weeks after the CRC, whichever is later) 10 points (Max 200) For chapter interaction with local or state government to advocate policy related to buildings, engineering or construction. The total points shall be determined by the RVC based on effort 10 points (Max 100) For achieving goals established in goal-setting session with RVC (points assigned by RVC by June 30) 10 points (Max 100) For each GGAC meeting to promote using an Energy Code based on ASHRAE standards with Energy Code contacts; must report to RVC

38. Government Activities Award Recognizes an individual or group of individuals demonstrating outstanding efforts, in state, federal, provincial, and/or local government on technical or policy issues important to ASHRAE Chapter Chairs submit nominations to the RVC for regional award Additional information regarding the Award can be found in Section 1 of the GGAC Resource Manual Section I

39. ENGINEERS WEEK PROCLAMATIONS ENGINEERS WEEK IS FEBRUARY 19-25, 2017  We are working on how do it easily (check GGAC website for information)  Puts chapters in front of government officials  Can be a proclamation from a Mayor, Governor or any other elected official  We recommend other activities with E Week as well, visit the NSPE website below Learn more at: http://www.discovere.org/our-programs/engineers-week http://www.nspe.org/resources/partners-and-state-societies/national-engineers- week MORE TO COME ON THIS!!!

40. Resources  RVC  Other Chapter Chairs  Society Staff Liaison Jim Scarborough [DC Office] (jscarborough@ashrae.org)jscarborough@ashrae.org  ASHRAE Government Affairs website (http://www.ashrae.org/gove rnment-affairs)http://www.ashrae.org/gove rnment-affairs  ASHRAE’s bi-weekly Government Affairs Update (https://www.ashrae.org/gov ernment-affairs/government- affairs-updates)https://www.ashrae.org/gov ernment-affairs/government- affairs-updates

41. S OCIETY GGAC L EADERSHIP 2016-17  Chair – Tom Phoenix (Thomas@mmpa.com)Thomas@mmpa.com  First Vice Chair – Jim Wolf (gpawolf87@aol.com)gpawolf87@aol.com  Second Vice Chair – Chad Moore (cmoore@ergms.com)cmoore@ergms.com  Communications Coordinator – Vikram Murthy (vikrammur@gmail.com)vikrammur@gmail.com  Coordinating Officer – Bjarne Olesen (bwo@byg.dtu.dk)bwo@byg.dtu.dk

42. S OCIETY GGAC L EADERSHIP  Representative from Members Council Isabelle Lavoie (isabelle.m.lavoie@jci.com)isabelle.m.lavoie@jci.com  Representative from PubEd Council William McQuade (William.F.Mcquade@jci.com)William.F.Mcquade@jci.com  Representative from Tech Council Wane Baker (wane.baker@irco.com)wane.baker@irco.com  Ex Officio/Society Treasurer Shelia Hayter (sheila.hayter@nrel.gov)sheila.hayter@nrel.gov  Ex Officio William Klock (billklock.ashrae@eeace.com)billklock.ashrae@eeace.com  Consultant Jaap Hogeling (j.hogeling@isso.nl)j.hogeling@isso.nl