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  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)  Consultant  Chair of Members Council  Chair of Publishing and Education Council  Chair 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…

24. “Lobbying” v. “Advocacy” Lobbying

25. “Lobbying” v. “Advocacy” Advocacy

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

27. 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

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

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

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

31. 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

32. 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

33. Public Policy Priorities ASHRAE standards “Doing business” Energy efficiency in the built environment Future of the profession

34. 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

35. Presidential Award of Excellence ASHRAE’s President- Elect decides the specific point allocations

36. Presidential Award of Excellence PAOE recognizes and rewards members who perform activities to support ASHRAE initiatives PAOE Newsletter, Instructions, and Award Descriptions are available at www.ashrae.org

37. GGAC PAOE POINTS 2015-16 GRASSROOTS GOVERNMENT ACTIVITIES: CRITERIA MINIMUMPAR See slides below500 Points 650 Points

38. GGAC PAOE POINTS 2015-16 POINTS RELATED TO THE PRESIDENTIAL THEME EFFICIENT USE OF VOLUNTEERS’ TIME:  300 points for each building receiving a Building Energy Quotient (bEQ) rating in which the Chapter promoted bEQ and/or provided technical assistance in the rating process (1200 points maximum)  50 points for establishing and maintaining a chapter Grassroots Government Activities Committee with at least 2 members to promote ASHRAE with state, provincial, and local government.  50 points for grassroots government activities training for chapter officers and future leaders (minimum 1 hour of training) (100 points maximum)  25 points for a Young Engineers in ASHRAE (YEA) member assigned to the Grassroots Government Activities Committee to provide YEA ideas and participation

39. GGAC PAOE POINTS 2015-16 POINTS RELATED TO EFFICIENT CONDUCT OF CHAPTER ACTIVITIES ADMINISTRATIVE AND TRAINING ACTIVITIES  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.) AWARDS AND SUBMISSION ACTIVITIES  100 points for each Chapter Government Activities Award entry into Society competition (each Award entry counted only once)  50 points for each Chapter Government Activities Award entry into Regional competition (each Award entry counted only once)  50 points for each article on a grassroots government activities-related (e.g., state provincial, or local legislative or regulatory issue) published in a chapter newsletter or posted on a chapter website with copy sent to RVC (maximum of two articles per month)

40. GGAC PAOE POINTS 2015-16 MEETINGS, PRESENTATIONS OR EVENTS  100 points 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 (maximum 1000 points)  100 points 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 topic is ASHRAE/USGBC/IES, Standard 189.1 or bEQ) (maximum 800 points)  100 points for each National Engineers’ Week or non-US equivalent activity that promotes Engineering  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 for each Chapter program on the topic of Government Activities (minimum 45 minute presentation; maximum 2; maximum 100 points )

41. GGAC PAOE POINTS 2015-16 RVC ASSIGNS  650 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)  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) 50 points for planning/goal setting session with RVC (points assigned by RVC by October 1)  10 points for each GGAC meeting to promote using an Energy Code based on ASHRAE standards with Energy Code contacts. Must report to RVC. (maximum 100 points)  0 – 200 points 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.  0 to 50 points for achieving goals established in the planning/goal-setting session with RVC (points assigned by RVC by June 30)

42. 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

43. ENGINEERS WEEK PROCLAMATIONS ENGINEERS WEEK IS FEBRUARY 21-27, 2016  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!!!

44. 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/ government-affairs)http://www.ashrae.org/ government-affairs  ASHRAE’s bi-weekly Government Affairs Update (https://www.ashrae.org /government- affairs/government- affairs-updates)https://www.ashrae.org /government- affairs/government- affairs-updates

45. S OCIETY GGAC L EADERSHIP  Chair – William Bahnfleth (wbahnfleth@engr.psu.edu)wbahnfleth@engr.psu.edu  First Vice Chair – Tom Phoenix (thomas@mmpa.com)thomas@mmpa.com  Second Vice Chair – Rob Craddock (rob@inlandmetal.ca)rob@inlandmetal.ca  Communications Coordinator – Vikram Murthy (vikrammur@gmail.com)vikrammur@gmail.com  Consultant – Keith Reihl (reihl@hvac.mea.com)reihl@hvac.mea.com

46. S OCIETY GGAC L EADERSHIP  Chair of Members Council – Tim Wentz (tim.wentz@windstream.net)tim.wentz@windstream.net  Chair of PubEd Council – Chuck Gulledge (cgulledge@accorporation.com)cgulledge@accorporation.com  Chair of Tech Council – Jim Vallort (jvallort@esdglobal.com)jvallort@esdglobal.com  Ex Officio/Society Treasurer – Bjarne Olesen (bwo@byg.dtu.dk)bwo@byg.dtu.dk  Ex Officio – Erich Binder (erich.binder@worleyparsons.com)erich.binder@worleyparsons.com