PCs Toolkit

PC's Guide to PASA (June 22, 2024)

Procedures for ASHRAE Standards Actions (PASA) - May 24, 2024 (PDF)

PC Chairs Meeting Deadlines (through 2025)

For questions please contact the Sr. Manager of Standards at rshanley@ashrae.org.

2025 ASHRAE Winter Conference Updates:

Coming to Orlando?
View the updated Commitment to Care for health and safety protocols onsite.

Hosting a Virtual or Hybrid Meeting using an ASHRAE Webex account?
Visit www.ashrae.org/meetinghostresources for help information to help you prepare for your meeting. Important instructions on how to login, start and host your meeting will be sent from rmchan@ashrae.org the week before your meeting. Resources include:

• How to Login and Start a Meeting with an ASHRAE Webex account (PDF and Video)
• Tips for Hosting Webex Meetings using either the downloaded Webex application or launching from browser (PDFs and videos)
• Tips for Hosting Hybrid Meetings
• WebEx support articles
• ASHRAE Virtual Backgrounds
• Contact info for Onsite Support from ASHRAE IT

Hosting a meeting in Orlando?
Add the new ASHRAE Commitment to Care statement to your meeting agenda and read aloud after the Code of Ethics:

ASHRAE Commitment to Care
The health and safety of all ASHRAE conference attendees is a top priority. Out of respect for our fellow attendees, we commit to wear masks indoors, monitor our health, seek medical attention if symptoms develop and adhere to all ASHRAE Commitment to Care protocols. We are committed to the well-being of one another.”

2025 ASHRAE Annual Conference Committee Policies and Procedures for PCs

2025 ASHRAE Winter Conference Meeting Request Form

Project Committee Interim Meetings

Expediting Funds Form (for requesting an interim meeting) - (June 9, 2022) (Word Document)

Robert's Rules of Order – Online Version

You can right-click and choose to save the .wmv files to your computer, due to their size, prior to opening them.

 PC Chairs Training: ASHRAE Rules of Order/SPLS Liaison & PC Chair Responsibilities/PC Work Plans (.mp4, 115MB)

PC Training: Responding to Negative Commenters/Voters (with Reason) (.ppt)

PC Chairs Training: Ethics, Bias and Conflict of Interest (PDF)

PC Chairs Training: Getting Started – An Overview of the Standards Writing Process, Version 2 – PowerPoint Deck (.pptx)

Running Effective Meetings (PPT)

PC Chairs Training: an Overview of PC Membership and Balance – PowerPoint Deck (PDF)

 PC Chairs Training: Public Review Process Overview – PowerPoint Deck (PDF)

PC Chairs Training: ASHRAE International Standards Activities (PDF)

 TCs and PCs Similarities and Differences - PowerPoint Deck (PDF)

SI for HVAC&R - a guide to SI Units in HVAC&R (PDF)

PC Chairs FAQs

ASHRAE Guide to Writing Standards in Mandatory Language

ASHRAE Guide to Writing Standards in Code-Intended Language

   2017 Presentation on Writing Standards in Mandatory Language

Instructions to Write a Macro to Search for Permissive Terms for Word 2013 only (.docm)

Project Committee Membership: The Application Process (February 2023)

Invitation to become an Official International Organizational Liaison (March 2023) (Word Document)

Update or File a Current Biographical Record Form

Sample Letter of Intent to Recommend Removal for Cause (March 2023) (Word Document)

PC Chair’s Template for Preparing a Work Plan – (February 2017) (Word Document)

PC Chair's Template for Preparing a Work Plan for Continuous Maintenance Standards and Guidelines - (March 2023) (Word Document)

Sample SPC/GPC Agenda First Meeting (July 2021) (Word Document)

Sample SPC/GPC Agenda Two (July 2021) (Word Document)

Sample SSPC/SGPC Agenda (July 2021) (Word Document)

Proposed Changes to an Approved TPS (August 2024)

Meeting Minutes Format (Word Document)

ASHRAE Template Overview and Instructions

ASHRAE Standard Template

Balloting for Standards Actions, Interpretations, and Miscellaneous Items are now available electronically for all project committees.  This feature also includes Ballot Reporting.  To access this feature click on the Access Now Button.  To use this feature the Chair of Committee Member must login using their ASHRAE Member or Non-Member login.

NOTE: Committee members will receive automated e-mail notification of letter ballots when using the online balloting system. To ensure you receive these notifications please add OSRacknowledgement@ashrae.org to your trusted sources.

ACCESS NOW

Instructions for Balloting for Chairs (Screenshots)

Sample Letter Ballot (March 2023) (Word Document)

PC Chair's Guide for Preparing Publication Public Review Letter Ballots - (February 2023) (Word Document)

PC Members Instructions for Online Ballots

Publication Public Review Draft Submittal Form – (October 2024) (Word document)

Final Publication Submittal Form - (February 2023) (Word document)

Sign up for the Standards Actions list serve for announcements of open public reviews.

Sign-up

Instructions for the Online Database – General Instructions

Instructions for Project Committee Chairs/Designees – How to issue ballots

The ASHRAE public review process is designed to allow anyone to comment.

See also PC Chair Training Modules above.

How to Submit a Proposed Change to a Standard.

Instructions for Submitters, PCs, and Chairs

Continuous Maintenance Instructions Submitters (Screenshots)

Continuous Maintenance Instructions PC and Chair (Screenshots)

Procedures for Requesting a New Standard or Guideline (February 2022) (Word Document)

Form for Proposing a Standard or Guideline - (August 2024) (Word Document)

  Web Policy for ASHRAE Groups

Project Committee Web Sites

PC Website Request Form (March 2023) (Word Document)