1. YEAR ? ASHRAE REGION ____ HISTORY WORKSHOP CHAPTERS REGIONAL CONFERENCE HOSTED BY: __________ CHAPTER City, State Date

2. ASHRAE REGION ___ HISTORY WORKSHOP

3. INTRODUCTIONS SIGN IN SHEET SIGN IN SHEET CHAPTER HISTORIANS CONTACT INFORMATION CHAPTER HISTORIANS CONTACT INFORMATION

4. 2007/2008 REVIEW & DISCUSSION SOCIETY HISTORICAL COMMITTEE MINUTES SOCIETY HISTORICAL COMMITTEE MINUTES REGION VII PAOE POINTS REGION VII PAOE POINTS

5. 2007-2008 PRESIDENTIAL AWARD OF EXCELLENCE ( PAOE ) HISTORIAN CRITERIA

6. PAOE HISTORICAL CRITERIA FOR CHAPTER HISTORICAL DISPLAY AT CRC FOR CHAPTER HISTORICAL DISPLAY AT CRC ( UPDATED ANNUALLY ) 50 POINTS

7. PAOE HISTORICAL CRITERIA FOR PUBLISHING ARTICLE ON CHAPTER, COMPANY OR MEMBER HISTORY IN CHAPTER NEWSLETTER, SOCIETY PUBLICATION OR CHAPTER WEBSITE FOR PUBLISHING ARTICLE ON CHAPTER, COMPANY OR MEMBER HISTORY IN CHAPTER NEWSLETTER, SOCIETY PUBLICATION OR CHAPTER WEBSITE 50 POINTS

8. Example: FOR PUBLISHING ARTICLE ON CHAPTER, COMPANY OR MEMBER HISTORY IN CHAPTER…….. JAMES D. ANDERSON, JR., P.E. Jim has forty-five years experience as a mechanical engineer; thirty years as a consulting engineer and fifteen years in the industry areas of field and test engineering, plant and facilities engineering and management, and mechanical systems design. He has been in Pensacola since 1979 when he started with Phillip R. Jones and Associates................................................................................................... He is Fellow in the National Academy of Forensic Engineers, a Life Member in the American Society of Mechanical Engineers and a member of the American Society of Heating, Refrigeration, and Air Conditioning Engineers. Jim has been a member of the Northwest Florida chapter of ASHRAE since 1980.

9. PAOE HISTORICAL CRITERIA FOR THE ORIGINAL HISTORY AND FOR EACH YEAR OF CHAPTER HISTORY WRITTEN IN CURRENT YEAR ( i.e., SOCIETY GOLD RIBBON AWARD ) 50 POINTS

10. Example: FOR THE ORIGINAL HISTORY AND FOR EACH YEAR OF CHAPTER Chapter History Northwest Florida 1978 - 2007 The Constitution of the Northwest Florida Chapter of A.S.H.R.A.E. was approved by the National organization on November1, 1977. Bruno Morabito, President of A.S.H.R.A.E., chartered the Chapter the night of April 1, 1978. A.S.”Red” Goodwin was elected by unanimous vote to serve as President of the Chapter during the trying period of Chapter organization. …........................... ……………………………………………………………………………………………. Bobby Marcus, 2006-2007, has completed a second successful year as president of the chapter. Bobby worked closely with Glenn Langan, Program Chairman, to promote chapter growth by offering successful chapter meetings through engineering excellence. programs The chapter was recognized with PAOE award – Research Promotion Highest Pts.- Chapter Operations Award Highest Pts.- Chapter Technology Highest Pts.- Student Activities Highest Pts. & History Highest Pts. The chapter also received a gold ribbon in history. Currently Bobby continues to provide the chapter newsletter and the promotion of the up coming chapter golf tournament. Through Bobby’s leadership and working closely with Tracy Bice, CTTC & Chapter Golf Event Chairman, the 2005-2006 golf event was the most successful golf event the chapter has had.

11. PAOE HISTORICAL CRITERIA FOR EACH LEADERSHIP RECALL INTERVIEW FOR EACH LEADERSHIP RECALL INTERVIEW 50 POINTS

12. Example: LEADERSHIP RECALL INTERVIEW Robert B. Stotz, age 84, known to ASHRAE members of Northwest Florida as Bert, is a charter member of the Northwest Florida club, which began April, 1978. Bert’s primary positions in the club have included program chairman and refrigeration committee chairman. Not as an officer, but as a concerned member who recognized the value of the club, he worked together with Al Barfield in the mid 80’s to help reorganize the club to prevent its disbanding—a significant event in the chapter’s history. …………………………………………… The Northwest Florida Chapter of ASHRAE counts it as an honor to have Robert Bert Stotz as an active participating member. With Bert’s willingness to share what has worked and what has not worked in the field of mechanical engineering, the engineering community has benefited and will continue to benefit from his contribution. The Northwest Florida Chapter of ASHRAE counts it as an honor to have Robert Bert Stotz as an active participating member. With Bert’s willingness to share what has worked and what has not worked in the field of mechanical engineering, the engineering community has benefited and will continue to benefit from his contribution.

13. PAOE HISTORICAL CRITERIA FOR PROGRAM ON HISTORY AT MONTHLY CHAPTER MEETING FOR PROGRAM ON HISTORY AT MONTHLY CHAPTER MEETING ( LIMIT OF ONE ) 50 POINTS

14. PAOE HISTORICAL CRITERIA FOR EACH HISTORY OF A SYSTEM, STANDARD, PERSON, EVENT OR A COMPANY SIGNIFICANT TO THE CHAPTER’S HISTORY ( SOCIETY GOLD RIBBON AWARD ) FOR EACH HISTORY OF A SYSTEM, STANDARD, PERSON, EVENT OR A COMPANY SIGNIFICANT TO THE CHAPTER’S HISTORY ( SOCIETY GOLD RIBBON AWARD ) 50 POINTS

15. PAOE HISTORICAL CRITERIA FOR CHAPTER ARCHIVES INDEXED AND MAINTAINED 25 POINTS

16. FOR DIGITIZING CHAPTER ARCHIVES FOR DIGITIZING CHAPTER ARCHIVES 25 POINTS

17. LOU FLAGG HISTORICAL AWARD

18. Recognizes the vital role historians play in identifying and preserving the accomplishments of its members and the industry. Recognizes the vital role historians play in identifying and preserving the accomplishments of its members and the industry. Recognizes the most outstanding history on projects or persons. Recognizes the most outstanding history on projects or persons.

19. LOU FLAGG HISTORICAL AWARD Presented annually at the Society’s Annual Meeting. Presented annually at the Society’s Annual Meeting. Recipient is selected from nominations submitted to and judged by the Historical Committee. Recipient is selected from nominations submitted to and judged by the Historical Committee. One nomination is submitted yearly from each Region. One nomination is submitted yearly from each Region. Nominations must be received at ASHRAE Headquarters by Dec. 1 st. Nominations must be received at ASHRAE Headquarters by Dec. 1 st.

20. LOU FLAGG HISTORICAL AWARD Judging Criteria: Judging Criteria: Historical Significance 35 points Innovation 20 points Photographs 20 points Quality of Presentation 15 points Gold Ribbon Award Recipient 10 points

21. LOU FLAGG HISTORICAL AWARD Historical Significance: Historical Significance: History of a person, object created or invented History of a person, object created or invented Significant contribution to the progress of HVAC&R industry Significant contribution to the progress of HVAC&R industry Of historical value Of historical value NOTE: Submittal should address the project’s (person’s) significance in the history of HVAC&R.

22. LOU FLAGG HISTORICAL AWARD Innovation: Innovation: Show efforts to locate & identify the information gathering process Show efforts to locate & identify the information gathering process Project should describe the facts pertaining to the article Project should describe the facts pertaining to the article

23. LOU FLAGG HISTORICAL AWARD Photographs or duplicates of photos: Photographs or duplicates of photos: Encourage to utilize photos or illustrations in the submittal Encourage to utilize photos or illustrations in the submittal Illustrations and photos should enhance the presentation Illustrations and photos should enhance the presentation All photos should be identified (who, what, when, where and why) All photos should be identified (who, what, when, where and why) NOTE: Do not submit original photographs. NOTE: Do not submit original photographs.

24. LOU FLAGG HISTORICAL AWARD Quality of Presentation: Quality of Presentation: Logical presentation with good features clearly highlighted Logical presentation with good features clearly highlighted Simple to read system schematics or charts Simple to read system schematics or charts Easy-to-follow series of photos Easy-to-follow series of photos Concise and effective presentation Concise and effective presentation Significance in HVAC&R history Significance in HVAC&R history

25. LOU FLAGG HISTORICAL AWARD Chapter “Gold Ribbon” Award Recipient: Chapter “Gold Ribbon” Award Recipient: Society encourages active participation at all levels Society encourages active participation at all levels Entrant must be a winner of a chapter “Gold Ribbon Award” Entrant must be a winner of a chapter “Gold Ribbon Award” Provide a notice or documentation from Society where a scaled back copy of topic is stored Provide a notice or documentation from Society where a scaled back copy of topic is stored

26. NEW BUSINESS, DISCUSSION, MOTIONS AND SUMMARY DISCUSS AND WRITE ANY MOTIONS DISCUSS AND WRITE ANY MOTIONS CHAPTERS ACTION PLAN CHAPTERS ACTION PLAN CHAPTER COMMITTEE CHAPTER COMMITTEE

27. ASHRAE REGION ___ HISTORY WORKSHOP