Manual For Chapter Operations

  Manual for Chapter Operations (MCO) -  revised August 14, 2023

  How to Establish/Sustain an ASHRAE Section

CRC New Meeting Request Form

Using HelmsBriscoe to Select Your CRC Venue

The Process…Working with HelmsBriscoe

 Suggestions and Ideas for Planning CRCs

ASHRAE requires that the local chapter purcahse Special Events insurance for itself and ASHRAE, at least 30 days in advance of the event.  

   Section 4 – Liability and Special Events Insurance

  Special Events Amateur Sports – Supplemental Application
Note: Chapters if applying for special event insurance, please read Section 4.6 above and complete the attached application.

  List of Special Events Which Require Additional Coverage (revised April 2023)

  Keeping Commercialism Out of Chapter Meetings

  Chapter Meetings and Expos (Section 5)

  Society Media Acceptable Use Policy (Appendix 5I)

  Chapter Memorandum of Understanding (MOU) Policy (Appendix 5J)

Chapter Memorandum of Understanding Template (Appendix 5K)

  Chapter Publications (Section 6)

  Chapter Operations Calendar (Appendix 1A)

  Transportation Reimbursement Policy for Chapters (Appendix 2B)

  IRS Guidelines for USA Chapters

 Logo Usage on Business and Member Cards, Email Signature, Business Correspondence, Restrictions

 Acronyms in MCO

Regional Award of Merit Point Tally Form 

Chapter Service Award Point Tally Form

  Blank, Generic PDH Certificate (Appendix 5G)

Certificates of Attendance are offered as a convenience to help members with their record-keeping for Professional Development Hours (PDH). The generic certificate provided is formatted to allow modification of the information entered as needed. Requirements for PDH record-keeping and reporting may vary by state and should be taken into account when the generic certificate is used.

Questions or comments may be directed to regioninfo@ashrae.org.

History of Chapter Officers (Appendix 2D)

Chapter Programs Evaluation Form (Appendix 5D)

Notice of Intent to Hold Chapter Expositions (Appendix 5H)

Template for Chapter Meeting Minutes (Appendix 7A)

Visit to Chapter by Distinguished Guests Checklist (Appendix 9A)

 RP Donor Form

 Gift Summary Form

Petition to Form a New Chapter

Petition to Form a New Chapter Section

Petition to Form a New Region