TEAM HANDBOOK COMPANION - 2018-2019 UNITED STATES - Enactus ...
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
TABLE OF CONTENTS Letter from Enactus United States President Introduction 2018-2019 Enactus United States Calendar Active Team Requirements Competition Details and Format Project Partnership Opportunities 21 Scholarships, Honors, and Awards 22 Appendix Enactus Team Handbook Companion » 2
DEAR ENACTUS TEAM ADVISORS, FACULTY AND STUDENTS: Welcome to the academic year! This going to be our best year ever! You are part of a powerful community of intergenerational leaders – student, alumni, academic, and business – committed to using the power of entrepreneurial action to transform lives and shape a better, more sustainable world. Enactus is set apart from other organizations because of the unique opportunity to gain hands-on, experiential learning in a highly-competitive environment. We know that competition strengthens the value of the learning experience; provides a great conduit for best practice sharing; inspires, motivates, awards, and rewards all engaged in the process; and strengthens the collective impact of the Enactus ecosystem. When Enactus students compete, we all win. My team and I look forward to helping you build and sustain a quality Enactus program on your campus. We are here to support and serve you in your efforts. Please do not hesitate to contact your Regional Program Manager to see how we can help you achieve your team goals. Warm regards, Alex Perwich President, Enactus United States 3 ‹ Enactus Team Handbook Companion
INTRODUCTION ABOUT THIS GUIDE The Enactus Team Handbook provides teams with full details This guide is designed to serve as a companion piece to the regarding the judging criterion and the competition process. Enactus Team Handbook. Please reference the handbook Pages 9-19 of this guide will provide you with competition for a complete understanding of Enactus. details which are specific to Enactus United States. 1. Organizational Overview & Membership Guidelines 2. Establishing an Effective Team 3. Developing Quality Projects 4. Preparing for Competition PARTNERSHIP OPPORTUNITIES 5. Sample Forms & Documents On pages 18-19 within this guide, you will find details about a number of exciting Partnership Opportunities. Through these programs, teams have the opportunity to focus on some of the INTRODUCTION most important issues affecting our world today. Sponsored Within the first section of this guide you will find by Enactus United States partner companies, Partnership an explanation of the guide and an Overview of Opportunities offer teams a focused set of objectives, provide Enactus United States. project grants and/or prize money and special recognition for the teams who achieve the most success addressing targeted issues. ACTIVE TEAM REQUIREMENTS We have found there are several guidelines, which if followed, will provide a strong foundation for our Enactus teams. Please refer to page 8 for these guidelines. SCHOLARSHIPS, HONORS & AWARDS No team exists on its own. Each successful team can count on a long list of individuals who have contributed time, energy and creativity on its behalf. Enactus United States has established ENACTUS UNITED STATES COMPETITION several special honors and awards to provide teams with the Enactus competitions are challenging, team-oriented events opportunity to earn national recognition for their strongest that create a sense of accountability and motivation for teams supporters. to continually improve the quality of their projects. They also provide an opportunity for collaboration and best-practice Each of these scholarships, honors and awards have their own sharing, further strengthening the value of the learning entry format. All submissions are reviewed and winners are experience and the overall effectiveness of the program. selected by a panel of judges. Complete details of the scholarships, honors and awards can be found on page In the United States, the competition process takes place over 21 within this guide and at: three days at what we call the National Exposition, held in May. enactusunitedstates.org/student_awards_scholarships. After three days of activities progressing through the opening, semi-final and final rounds of competition, one team will be named the Enactus United States National Champion and be invited to represent the United States at the Enactus World APPENDIX Cup. At the back of this guide, you will find a few forms that are specific to Enactus United States. Enactus Team Handbook Companion » 4
We live our values of integrity, passion, innovation and collaboration in all that we do. Entrepreneurial – igniting business innovation with integrity and passion. Action – the experience of social impact that sparks social enterprise. Us – student, academic and business leaders collaborating to create a better world. Social Enterprise – an economically sustainable business model that positively impacts people, planet and prosperity. A Social Enterprise can be organized as a for-prof t or not-for-prof t. Entrepreneurial Action – business innovation that creates social impact. Enactus Team Handbook Companion » 5
ENACTUS UNITED STATES OVERVIEW OUR MISSION Engage the next generation of entrepreneurial leaders to use innovation and business principles to improve the world. OUR VISION To create a better, more sustainable world. OUR BELIEF Investing in students who take entrepreneurial action for others creates a better world for us all. ABOUT ENACTUS UNITED STATES Our story Enactus is a community of student, academic and business leaders committed to using the power of entrepreneurial action to enable human progress. We establish student programs on campuses across the nation. Enactus students apply business concepts to develop community empowerment projects, transform lives and shape a better, more sustainable world. Our people Enactus was originally founded in the United States in 1975 and the US is now one of 36 countries from around the world that operates an Enactus program. Enactus United States is the single largest country operation and is a priority for the future growth and development of the Enactus organization. Our competitions National Competitions are dramatic, energy-filled events where Enactus teams showcase the collective impact of their community outreach efforts. Students present their projects and are evaluated by business leaders serving as judges who rank them on how successful they were at using business concepts to improve the livelihoods of others through entrepreneurial action. The winners of these National Competitions are then invited to compete at the prestigious Enactus World Cup. ENACTUS JUDGING CRITERION: Which Enactus team most effectively used entrepreneurial action to empower people to improve their livelihoods in an economically, socially and environmentally sustainable way? Enactus Team Handbook Companion » 7
ACTIVE TEAM GUIDELINES FOR ENACTUS UNITED STATES To be an “active team,” Enactus teams in the United States must to improve outcomes and measurements, be connected with the following guidelines: potential BAB members, and learn about new tools, funding • Have a faculty advisor who is registered with Enactus USA’s sources, and ideas from Enactus United States Headquarters website • Have at least 10 active members from differing years in school • Utilize the Project Charter (found on our website) when • Have a minimum of one active student developing projects • Compete at Enactus Competitions — this builds excitement and • Be planning or implementing a project that aligns with the energy for the team in addition to being a funding source for Enactus judging criterion projects and getting new members excited about the full After researching highly-sustainable Enactus teams, we also Enactus experience. recommend the following: • Frequent communication with your Regional Program Manager to overview your projects and receive consultation on how 8 ‹ Enactus Team Handbook Companion
NATIONAL EXPOSITION DETAILS Competition provides an opportunity for Enactus teams to showcase thier project work and to collaborate with other NO-SHOW POLICY In the event that a team does not show up to compete at the memebers of our network. The following pages describe competition and has not informed the Enactus United States important details regarding the competition process, policies Program Department of their decision not to compete prior to and format. league parings being posted, the team will be subject to the following penalties: 1. First offense – Warning NAME BADGE POLICY For security reasons, no one will be allowed to participate in 2. Second offense – Ineligible to compete for one year any Enactus event without displaying an Enactus-approved and a letter will be sent to the team’s institution name badge at all times. Specifics on obtaining name badges informing them of the offense. will be communicated to teams prior to all events. In the event the team is unable to compete due to extenuating circumstances, the team should call the Enactus United States Program Department as soon as possible to inform them of the situation. COMPETITION EXPENSES All expenses, with the exception of any meals provided by Enactus, are the responsibility of the individual team. LEAGUE PAIRING METHODOLOGY RANDOMIZATION PROCESS: It is the responsibility of each team to make hotel room reservations for the National Exposition. Enactus will provide Opening Round: 16 or 20 Leagues room block information on the Enactus United States website, • The number of leagues (16 or 20) will be determined by the and when calling to book rooms, teams should request the number of competing teams. Enactus room block and the Enactus rate. • After competition registration has closed, pull the entire list of competing teams and pull the top Reservations must be made 4-6 weeks in advance of the winning teams for the last 3 years. Sort from the competition date to ensure receipt of the Enactus rate. Room most number of wins to least number of wins. blocks are automatically released by the hotel after that time. Identify top competing teams with the most wins. In the case of a tie, choose the team(s) with the most recent wins. • Alphabetize these top competing teams and then run JUDGE RESOURCES through the random league generator. Assign the teams to Please reference the Team Handbook for the Judges leagues sequentially in the resulting randomized order. Oath, Individual Team Evaluation Form, and Cumulative • Alphabetize the remaining competing teams and Evaluation Form used in the Enactus Regional and National then run through the random league generator. place at the Enactus United States National Exposition. Assign the teams to leagues sequentially in the resulting randomized order. • After all teams and winning teams have been assigned to a league, run each league COMPETITION PAIRING PROCESS separately through the random league generator to Enactus USA uses the randomized process described in the determine time slot. next section for determining the league pairings for opening round of competition. There will be a minimum of four teams Semi-Final: 16 or 20 Teams/4 Leagues per league. The number of teams advancing to the next round • Teams draw numbered chips to determine choice order. of competition is dependent on the number of teams per They then choose league and time slot on stage. league. Any changes to this process will be announced prior to competition. In the event that the number of competing teams Final: 4 Teams/1 League in a league decreases after league pairings have been • Teams draw numbered chips to determine choice order. published due to teams dropping out of competition, Enactus They then choose league and time slot on stage. reserves the right to adjust the number of teams advancing out of each league. Enactus Team Handbook Companion » 10
COMPETITION DETAILS PRE-SCREENING PROCESS LIVE PRESENTATION All competing teams will be required to pass through a pre- Each competing team will have a 25-minute time block for screening process before being cleared for registration. The its live presentation. The League Coordinator will keep the pre-screening will include a review of their Annual Report, Team official time. After the League Coordinator has formally Bio (optional) and any project-related materials the team introduced the team, the time will be precisely divided as wishes to showcase, as well as confirming that all mandatory outlined below. reports have been submitted accurately. Teams are approved to showcase items from the front of the room, but are not permitted to place items on judges tables, LIVE PRESENTATION TIME-BLOCK allow judges to touch, hold, keep nor remove from the room. • 3 minutes (set-up period) The team must understand that any items they may have • 17 minutes (live presentation) for sale are not permitted to be sold until after the Awards • 5 minutes (question & answer session) Ceremony. VIOLATION If a team presents or displays items that have not been STUDENT AND TEAM REGISTRATION screened and pre-approved, it will be automatically disqualified REQUIREMENT from the competitions. Any student who attends an Enactus United States competition at any level must be a registered student through the online registration process found at www. enactusunitedstates.org. To view a current list of team COMPETITION REGISTRATION PROCESS members for your institution, please refer to the Team Roster If your team intends to compete, online registration is required. page of the website. The deadline for teams to register for Regionals online will be communicated via email and enactusunitedstates.org WE WANT TO BRAG ON YOU! We know all our teams are doing great work, even those unable to compete. To add in your team’s impact when we present end of year numbers, we require all active teams that do not compete at the National Exposition to submit their Team Portfolio Report. DEADLINE: May 31 at 5:00 CST 11 ‹ Enactus Team Handbook Companion
ANNUAL REPORT • Team Biographies must follow the same guidlines as the This mandatory report must be typed in a legible font size annual reports and may not exceed 10 pages single-sided and should provide an overview of the team’s efforts, results or 5 pages double-sided. and achievements. It may also include information on future • Additionally, no project information metrics can be placed plans for growth and expansion. Annual Reports are limited to on team biographies. the dimensions noted below but can be bound or folded in Annual Reports are distributed to the judges during the set-up any manner: period as outlined in the Live Presentation section of the Team Handbook. Teams will be notified in advance of the number of Annual Reports they are required to bring to the Enactus United 1. Four single sheets of 8 ½″ X 11″ States National Exposition. All judges must receive a copy of the or A4 size paper with print only Annual Report. For samples of Annual Reports from previous on one side of each sheet. competing teams, please visit: http://www.enactusunitedstates.org/competition_resources. We have also included samples in the appendix of this handbook to demonstrate options for annual report layouts, although your team is not limited to these options. 2. Two single sheets of 8 ½″ X 11″ or A4 size paper with print on both sides of each sheet. PROJECT VERIFICATION FORM Every team must request that their Faculty Advisor, one student and one administrator (e.g. dean, department chair or institution president) review their Annual Report and sign the Project Verification Form. If a team’s Faculty Advisor is also an 3. One sheet of 11″ X 17″ or administrator, the form must be signed by another administrator. A3 size paper with print on The Project Verification Form is to be submitted only once per both sides. Please note: Using year and serves as just one part of an internal audit of projects one of the dimensions above and activities at all levels of competition. but cutting the paper in a manner which causes a change in the size is NOT permitted. TEAM PORTFOLIO REPORT Although the information submitted is used by Enactus and will Important points regarding the annual report – not be shared with judges as part of the evaluation at any competitive event, it must be completed and submitted online by • If a team uses a cover or back page, it will count each active team prior to competing at the Enactus United as one of those pages. States National Exposition. The deadline for competing teams to submit their Team Portfolio Report is May 1, 2019. • Teams should not use folders, report covers, etc. in conjunction with their Annual Reports. Keep in mind that this report is not for the purpose of • If a team wishes to include a team bio along with the competition. Teams should include information relevant to all annual report, the bio must be a completely independent of their projects, regardless of whether the projects are being document (not embedded within annual report) and may presented in competition. This report provides key information NOT include any info/photos related to projects. to Enactus USA on teams and their activities throughout the program year. • Although Enactus encourages creativity with the formatting of the annual reports, we ask that teams give careful consideration prior to fully employing new ideas (inclusive of changing the shapes, sizes, etc. of the report). Please contact your Regional Program Manager to ensure that any new ideas are within the guidelines of Enactus. 12 ‹ Enactus Team Handbook Companion
COMPETITION FORMAT LEAGUES The number of leagues in the opening round of competition is dependent upon the number of teams that register to compete. Opening Round Semi-Final Round Final Round Maximum of 10 teams per Four teams per league. Four teams league. One team from each One team from each league league advances to next round. advances to next round. League #1 Semi-Final League #1 Final Round League League #2 Semi-Final League #2 League #3 Semi-Final League #3 League #4 Semi-Final League #4 League #5 League #6 League #7 League #8 League #9 League #10 League #11 League #12 League #13 League #14 League #15 League #16 OPENING ROUND 2nd Place $1,000 FINAL ROUND 3rd Place $750 National Champion $10,000 2nd Place $5,000 3rd Place $4,000 SEMI-FINAL ROUND 4th Place $3,000 2nd Place $2,000 3rd Place $1,500 4th Place $1,250 5th Place $1,100 Enactus Team Handbook Companion » 13
TIE BREAKER POLICY OPENING THROUGH SEMI-FINAL ROUND • First Tie Breaker – go by number of 1st, 2nd, 3rd, 4th, etc. TIE-BREAKER PROCESS votes until one of the teams has a higher number of votes in the higher ranking slot. These methods are also noted on the Scoring Grid and should be followed exactly as outlined. NOTE: This is usually the second step in the tie-breaker • First Tie Breaker – judges vote between the tied teams only. process for opening and semi-final rounds. Please note, no conversation or debate should take place among judges. • Second Tie Breaker – Judges vote between the tied teams only. (Please note, no conversation or debate should take • Second Tie Breaker – go by number of 1st, 2nd, 3rd, 4th etc. place among judges.) Voting should take place in a separate votes until one of the teams has a higher number of votes room so that confidentiality is maintained. If a judge leaves in the higher ranking slot. If neither the first or second tie- during the tallying of votes and is not present for the voting breaker processes are successful in breaking the tie, notify between the tied teams, the tie-breaker process will go a Competition Management staff person before proceeding forward with the judges who are present. with the third tie-breaker process. • Third Tie Breaker – Staff and League Coordinator explain • Third Tie Breaker – Staff and League Coordinator explain to the judges that they will be permitted to discuss and to the judges that they will be permitted to discuss and deliberate for up to 10 minutes on which of the tied deliberate for up to 10 minutes on which of the tied teams teams should be ranked higher. After 10 minutes should be ranked higher. After 10 minutes (or sooner if (or sooner if discussion has concluded) take a re-vote discussion has concluded) take a re-vote between between the tied teams. the tied teams. In the event of a tie in the Final Round of the National Competition, the following process will be followed:
TEAM AUDIT Enactus Worldwide employs a global auditing initiative for PHASE 2: TEAM OPERATIONAL REVIEW the National Champion teams competing at the Enactus In this second phase, the Enactus United States staff World Cup. We view this initiative as an integral part of the will review the infrastructure, resources and capacity of Enactus Program. the team. Example: We will assess whether or not a team with X members could actually implement Y projects We see the audit process as a collaborative initiative between within the Z weeks/months of activity this program year. Enactus Worldwide, our Enactus Country Offices and the Among other infrastructural elements, the team’s budget Enactus teams. It is meant to help the local networks gain will be reviewed closely. further knowledge of the programs implemented by the National Champion teams and achieve deeper confidence in PHASE 3: PROJECT AUDITS/SITE VISITS their representation of Enactus United States at the Enactus In phase three, the Enactus United States staff will conduct a World Cup. Although we do not doubt the ethical practices of reasonable number of project site visits. An investigation will our Enactus teams, we take this process very seriously and be employed to assess the correlation between the visual and will take action accordingly if/when a team fails the audit. reported impact/outcome (especially as it pertains to the link between the Team Portfolio Report, annual report and visual Enactus United States will conduct the following audits: presentation) through testimonials and conversations with • National Champion Team – This audit will be conducted by beneficiaries, etc. Key team members will be invited to attend Enactus personnel on site over multiple days to review all the site visits with the audit team. A translator, selected by claims made by the National Champion team in the annual the auditor, may be asked to attend the site visits should the report and audiovisual presentation. Audit must be complete auditor not speak the local language. within 5 weeks of the end of National Competition. • Top Four Teams – All teams making it to the top four may be We hope that this provides you with ample information in audited by Enactus personnel via telephone/video conferences understanding the audit process. Should you have any further and review of all pertinent information. An questions, please contact your Regional Program Manager. on-site visit will not occur. • Randomly Selected Teams – Enactus United States may conduct random audits through any stage of the competition. The audit comprises three core phases: PHASE 1: TEAM ENGAGEMENT In the first phase, the Enactus United States staff will interview a few key team members (includes Faculty Advisors), review the team’s hardcopy materials and reports to ensure consistency and accuracy based on information presented through the following reports (this list is not all-inclusive): annual report, visual presentation, team bio, Team Portfolio Report, Active Team Sheet, etc. Meetings and interviews will be scheduled in advance so that the team can be adequately prepared. 15 ‹ Enactus Team Handbook Companion
ENACTUS UNITED STATES FORMAL GRIEVANCE PROCESS THE GRIEVANCE PROCESS Submit an official letter of complaint detailing the violation to: Enactus wishes to uphold the integrity and transparency Bernard J. Milano of every competition. If you feel that a competition rule Chairman - Enactus Rules Committee has been violated by another team or that your team was c/o KPMG Foundation treated unfairly, please report the violation to the most senior 3 Chestnut Ridge Road member of the Enactus United States Staff immediately so Montvale, NJ 07645 that the issue can be addressed with the participants and/or or via email to bmilano@kpmg.com individuals witness to the violation. Complaint must include full name and contact information of the individual(s) filing the formal complaint and name of the college/university at which the individual is an active Faculty ON-SITE COMPLAINT FILING PROCESS Advisor. Anonymous complaints will be disregarded. Contact the most senior member of the Enactus United States program staff in attendance at the event to report the violation. FORMAL COMPLAINT HANDLING PROCESS 1. Upon receipt of a formal complaint, the filing individual(s) will receive written confirmation of the ON-SITE COMPLAINT HANDLING PROCESS complaint being received within 30 days of receipt. 1. Complaints submitted on-site will be reviewed by the 2. Formal complaints will be reviewed by the Enactus Rules Enactus Rules Committee. Committee, which is a sub committee of the Enactus 2. Upon review of the complaint, if the violation can be United States National Advisory Board, with written resolved in a timely manner at the National Competition, findings being submitted to the filing individual(s) within the individual(s) filing the on-site complaint will receive 30 days of the receipt of the appeal. Decisions of the a verbal ruling by the Enactus Rules Committee. Enactus Rules Committee are final. 3. The decision of the Enactus Rules Committee is final. FORMAL COMPLAINT FILING PROCESS If you or your team did not learn of the suspected violation in a way that allowed for the issue to be immediately addressed, you and/or your team may file a formal written complaint. All complaints must be submitted by your Faculty Advisor within 30 days of the suspected violation. Teams cannot request a copy of the complaint against them. Enactus Team Handbook Companion » 16
The National Champion from the United States will be invited EXPENSES to compete against the other National Champion teams from All expenses, with the exception of any meals provided to the around the world for the title of Enactus World Cup Champion. competing teams, are the responsibility of the individual team. This competition allows teams to share best practice examples from across the globe. REGISTRATION The event is a spectacular exhibit that highlights the rich To register for the Enactus World Cup, contact the Enactus diversity of languages, cultures and ethnicities represented United States Programs Department at 800.235.9585. within Enactus and gives all in attendance a unique opportunity for cultural exchange and understanding. All teams may observe with prior approval from Enactus. Registration is required. Registration must take place through the Enactus United States office. 17 ‹ Enactus Team Handbook Companion
PROJECT PARTNERSHIP OPPORTUNITIES Sponsored by Enactus United States partner companies, additional instruction and resources. Check each Project Partnership Opportunities provide a call to action for teams Accelerator website for a complete overview of opportunities to implement Enactus projects that address targeted issues for participating teams, which could include mentorship from and objectives. These programs are great opportunities for sponsor representatives, special training resources, exclusive Enactus teams to receive grant funding and/or prize money webinars, collaboration groups and more. to support and recognize their impact. This section will All teams participating in Project Accelerators will submit provide an overview of two types of Project Opportunities Final Impact Reports in April to detail the success of their available to all Enactus United States teams: Project projects, including measurable outputs and outcomes. These Accelerators and Challenges. reports are evaluated to determine the top teams who will Note: Project Accelerators and Challenges are subject to sponsorship and receive additional recognition and cash prizes to reward their may vary in availability from year to year. efforts. Check enactusunitedstates.org/project_accelerators GENERAL TIMELINE for the most current information on Project Accelerator General Timeline* opportunities. *See each program for specific dates Application Tips October Project Accelerator • Don’t wait until the deadline to start working. Use the Applications due Application sample to create and revise rough drafts before submitting your final draft online. October - December Teams participating in Project • Focus on the grant objective. Carefully study the Project Accelerators notified & grants Accelerator dedicated website and show how your project disbursed; Check Point 1 with meets the criteria. An Application sample is available Enactus staff at each Project Accelerator website. Be sure to clearly address the questions in the Application. February - March Project Accelerator Check • Determine your target audience’s interests and needs by Point 2 with Enactus staff conducting a thorough needs assessment with the people served by your project. Needs assessment information is April Project Accelerator required in Project Accelerator Applications. Your target Final Impact Reports audience’s input and engagement is vital to the success of Challenge Impact Entries due your project. • Be specific. Provide a detailed but concise description of May Grand Prize Winners your project and anticipated measureable outcomes to announced at Enactus US demonstrate your preparedness and understanding of the National Exposition grant objectives. • Clarity, correct spelling and proper grammar matter. Your PROJECT ACCELERATORS Application will be reviewed by Enactus and/or sponsor Through Project Accelerators, formerly known as Project representatives. Partnerships, Enactus United States teams have the • Don’t wait until the deadline to start working. Use the opportunity to focus on some of the most important issues Application sample to create and revise rough drafts before affecting our world today. Project Accelerators provide grant submitting your final draft online. funding for participating teams to start a new or improve • S tudents must be registered with Enactus and have an existing project that aligns with the grant criteria and permissions assigned by their Enactus faculty advisor to objectives. submit Project Accelerator Applications. See the Assigning In addition to grant funds, teams participating in Project Permissions section for details. Accelerators have access to a dedicated website with • If you want to discuss your project or have questions program information and designated Enactus staff to provide about the Application, do not hesitate to contact Project Accelerator staff. Enactus Team Handbook Companion » 18
FAQ CHALLENGES Q: Can my team receive more than one Through Challenges, previously known as Topic Project Accelerator grant? Competitions, Enactus teams have the opportunity to A: Yes. showcase completed or on-going projects that fulfill specific Q: Can my team make changes to our project or budget? topic criteria. The teams with the most impactful projects are A: All changes to the proposed project and budget must rewarded with cash prizes and recognition. To participate in be approved in writing by designated Enactus staff. Challenges, interested teams submit Impact Entries in the Q: Can my team present a Project Accelerator Spring to report on a project that meets the Challenge criteria during competition? and objectives. A: Most definitely! Each Project Accelerator is designed to meet the Enactus Judging Criterion and your team is Check enactusunitedstates.org/challenges for current encouraged to include Project Accelerators during your Challenge opportunities. Challenges will be posted as they competition presentation. become available. Q. Can my team submit an existing project for a Project Accelerator grant? A: Teams are welcome to submit new or existing projects ASSIGNING PERMISSIONS for Project Accelerator grants. Teams can report on To submit Applications, Reports and/or Impact Entries, activity and measurable impact generated from students must be registered with Enactus and have May 1 of the previous academic year to the Final permissions assigned by their Enactus faculty advisor. Only Impact Report deadline for each Project Accelerator. advisors can assign these permissions. Advisors should Q: Can my team connect with a sponsor representative to follow the instructions below to assign the “Apply/Submit help us work on the project? Project Accelerators or Challenges” permission to students. A: Some sponsors have representatives available to If you need additional assistance, please contact connect with and mentor Enactus teams. Contact Project Accelerator staff. Project Accelerator staff if you are interested. 1. Log on at EnactusUnitedStates.org Q: Does my team’s project that receives Project 2. After you are logged on, click “Team Roster and Accelerator grant funding have to follow all grant Permissions” requirements? 3. Under “Student Permissions,” click “Edit” next A: Yes, in order to receive Project Accelerator grant to the student’s name who you would like to give funding, your team must agree to follow all grant permissions requirements. See the Terms and Conditions provided 4. Check each box next to a permission you would like to in each Application sample. give this student Q: My team’s project goes beyond the scope of the Project 5. When you have checked all permissions you would Accelerator criteria. Can we still submit an Application? like to assign, click “Update” at the bottom of the A. If your project meets the minimum objectives and page to confirm these permissions grant requirements, we welcome you to submit an Application. Please contact Project Accelerator staff if you would like to discuss your particular project and CONTACT Questions? Contact designated Enactus staff to discuss proposal. these opportunities: Q: What if my team is unable to finish the project or has to drop out of the Project Accelerator? A: Please contact Enactus staff as soon as any concerns Jordon Blackford arise for guidance and instruction. Director of Programs, Enactus USA jblackford@enactus.org 19 ‹ Enactus Team Handbook Companion
SCHOLARSHIPS, HONORS & AWARDS No Enactus team exists on its own. Each successful team Additionally, through the support of individual, corporate, can count a long list of individuals who have contributed association and foundation donors, Enactus USA students time, energy and creativity on its behalf. Enactus USA has have access to more than $25,000 in scholarships and established several special awards, honors and scholarships awards, as well as a number of unique internships. to provide individual team members and their supporters an All scholarship, honor and award details are listed opportunity to be recognized for the contributions they have on our website: made to their team. www.enactusunitedstates.org/student_awards_scholarships Service Leadership Awards provide special recognition for Note: Finalists are encouraged to thank our participating sponsors/judges. individual Enactus USA team members who have invested a minimum of 100 hours each year in Enactus activities. ENACTUS SERVICE LEADERSHIP AWARDS PURPOSE a. 100 hours of service for Enactus Service The Enactus Service Leadership Awards are presented on Leadership Award an annual basis in recognition for time invested through b. 500 hours of service for Platinum Enactus Service participation in Enactus activities. Qualifying Enactus United Leadership Award States students within each of the three award levels receive c. 1,000 hours of service for Diamond Enactus a printed certificate, distributed quarterly. The award is also a Service Leadership Award great item to add to their résumé. * The 100-hour and 500-hour awards can be earned each academic year. The 1,000-hour is a cumulative award and can only be earned once. CRITERIA To qualify for these awards*, applicants must fulfill the following criteria during the academic year in which they are applying: NOMINATION This is a self-nominated award. Students who believe they have 1. Be an active member of a team. fulfilled the criteria may apply to receive this award through 2. Register as an official Enactus United States student their online account. Each applicant’s Sam Walton Fellow will be participant at www.enactusunitedstates.org required to verify that they have met the award criteria. The 3. Complete a minimum number of hours of service deadline to submit applications for service leadership awards for through participation in Enactus activities: hours of service completed in the 2018-2019 academic year is April 19, 2019. Awards will be given out at the National Exposition for those registered to attend. For award recipients who cannot attend the National Exposition, an electronic award will be emailed to the email address listed in the portal. Enactus Team Handbook Companion » 21
APPENDIX 22 ‹ Enactus Team Handbook Companion
APPENDIX 1: TEAM PORTFOLIO REPORT TERM DEFINITIONS Enactus Course Working Outside Your Home Country Some institutions offer Enactus as a course for academic Please list any and all countries, other than yours, that your credit. Although this is not a mandate for ensuring success team worked with for the specific project. of the Enactus team, Enactus Worldwide is interested in gathering this information. Hours of Team Involvement This number is the total hours your team spent impacting Number of Business Advisory Board (BAB) Members others through specific community empowerment projects. The Business Advisory Board (BAB) is usually comprised of This number includes time spent directly and indirectly, select supporters of the team from their business community including but not limited to meetings, planning, project- as well as institutional/university administrators. Your Faculty related travel, media activities, report writing, Enactus events. Advisor(s) should not be counted as BAB members. Do not include time spent by non-Enactus Team members. Additional, non-project related hours should be recorded separately, below the Project Data information. Partnerships/Collaborations If your team has partnered with any of the organizations listed or collaborated with another Enactus team or organizations Number of People Directly Impacted that focus on Microfinance, please place an “X” in the This is the total number of individuals who were direct appropriate field. You may mark more than one, if applicable. beneficiaries of your team’s community empowerment Enactus would like to track its worldwide involvement with projects. This number should only include those outreach these specific entities/initiatives. projects that fit the Enactus Project Criterion. It should not include estimates of people impacted indirectly as a result of the wider ripple effect of your activities (i.e. team fundraising, Revenue Sources team recruiting, customers of a business developed or helped Place an “X” next to the appropriate revenue source(s) of your by your project, etc.). team. Please also note the amount of funds received (convert into US Dollars) in the fields next to each source. Number of People Indirectly Impacted This is the total number of individuals who were indirect Online Presence beneficiaries of your team’s community empowerment Please indicate here if your team is using any of the social projects. This must be based on those outreach projects that sites listed in its project and/or operational endeavors. meet the Enactus Project Criterion and should reflect the number of people impacted indirectly as a result of the wider ripple effect of your activities. Do not include media outreach Project Name in this number. Please record the project name as it is listed in your Annual Report. 23 ‹ Enactus Team Handbook Companion
Media Impressions This is the total number of individuals reached through print, electronic, social or other media. Additional, non-project related media impressions should be recorded separately, below the Project Data information. New Businesses Created This is the number of businesses created as a result of your project. Although it is not mandatory for your team’s Enactus projects to create new business ventures, Enactus Worldwide is interested in gathering this information if it is applicable to your project. People Employed in New Job Opportunities This is the total number of people employed in jobs that were created as a direct result of your project (i.e. entrepreneurs, business expansion, business creation, etc.). Although it is not mandatory for your team’s Enactus projects to create employment opportunities, Enactus Worldwide is interested in gathering this information if it is applicable to your project. People Employed in Existing Job Opportunities This is the number of people who are now employed in previously existing positions as a result of your project’s interventions. Examples of project interventions that lead to employment may include: job skills education, job search skill development, networking, etc. Although it is not mandatory for your team’s Enactus projects to find employment for individuals, Enactus Worldwide is interested in gathering this information if it is applicable to your project.
APPENDIX 2: COMPLETING A W-9 FORM ENACTUS AUDITOR REQUIREMENTS • Current vendor address. Enactus must be able to officially legitimize each payee • Social Security Number or Employer Identification regardless of the payment or taxable status of the vendor/ Number. We only need one or the other per vendor. payment. To satisfy this requirement, a completed W-9 must Make sure it is the applicable number for the vendor be on file for every constituent or team prior to payment. listed on the W-9. For example: Individuals=Social Security Number, school=Employer Identification Number, team=federal ID or school federal ID. PURPOSE OF THE W-9 • Signature-Required for the vendor. If you are signing Form W-9 (Rev. 01-2011) “A person who is required to file for your school, be sure you have verified the Employer an information return with the IRS must obtain your correct Identification Number is correct. This is the official taxpayer identification number (TIN) to report, for example, certification that the number is correct. income paid to you…” W-9 is used for all U.S. persons (including resident aliens), Additional General Instructions are noted on the Form and to provide your correct TIN to the person requesting the new forms can be downloaded from the IRS website at www. information. irs.gov or by contacting Enactus United States Programs or Accounting at 800.235.9585. REQUIRED W-9 FIELDS (SEE SAMPLE AND FORM W-9 GENERAL INSTRUCTIONS) *Changes to status, address, name, etc. is the sole responsibility • Name as shown on your income tax return (typically of the individual/school. used for sole proprietors or individuals). • Business name (if different from above–typically used for the team/school). • Taxable Status must be provided: Please check one box and indicate if your federal income taxable status is exempt or not. Do not be vague. If there is a question about your exemption status or not, it will delay processing. 25 ‹ Enactus Team Handbook Companion
APPENDIX 3: PROJECT VERIFICATION FORM Enactus__________________________________________________________, hereby confirms that all projects presented are legitimate and were [Clearly print full name of Institution] implemented as stated in the Annual Report and audio/visual presentation. By appending our signatures to this form we acknowledge and agree that: • Falsely, consciously, and deliberately over-stating the reach, impact and/or qualitative and quantitative results of any project is an offence. • It is an offence to plagiarize, claim or present a project that our team did not implement or did not contribute to. • With regards to continuing projects, we will indicate in our audio/visual presentation and annual report the specific activities undertaken within the current program year, thereby clearly differentiating actions taken this year from those of previous years. We will also ensure that the presentation of anticipated/future outcomes are clearly identified as ‘projections’ and not as results already achieved. • We will provide any additional information and support documentation about our projects upon request by the Enactus office. • Annual Reports have been reviewed by the Team President, Faculty Advisor and an Institutional Administrator. • We will make available the stipulated number of copies of our annual report to the Enactus office and comply with the submission of all mandatory reports by the competition date. • This form applies to Annual Reports presented this year at all levels of Enactus competitions, including national and the Enactus World Cup. We recognize that appropriate disciplinary action(s) may be taken by the Enactus office should we not honor any of the above points. Team Leader Faculty Advisor Institutional Administrator (Print Name Clearly) (Print Name Clearly) (Print Name Clearly) Submitted by: Date: (Print Name Clearly) Submission of this form is mandatory to compete. Enactus Team Handbook Companion » 26
APPENDIX 4: ANNUAL REPORT SAMPLE LAYOUTS ENACTUS UNIVERSITY ANNUAL REPORT 2019 Report Sample 1
PROJECT A Seeing Opportunity (need) 22% of people in our city are living below the poverty line 12% do not have access to basic resources Taking Action Enabling Progress (solution) (outcomes) Our team launched a county- 10 new jobs created wide initiative to connect low 23 participants now income families to resources experiencing a 200% increase We created a business model in their monthly income to provide training and part- 14 community partners time jobs providing resouces Profits help scale the project launching project in one new county SDGs Addressed 02 | ANNUAL REPORT 2019 Enactus Team Handbook Companion » 28
PROJECT B Seeing Opportunity (need) Our campus generates 32 tons of compostable waste each month Local farmers in our community spend 18% of profits on fertilizer Taking Action Enabling Progress (solution) (outcomes) Worked with our campus 180 tons of compostable waste facilities to initiate an EU diverted composting program 18 farmers reducing monthly Students earn cafeteria credit for fertilizer expenses by 50% each pound of compostable Organic fertilizer is reducing material they put in bins chemical pollution Compost is sold to local farmers Profits from fertilizer created 3 to use as fertilizer part-time jobs for students to collect compost SDGs Addressed 03 | ANNUAL REPORT 2019
TEAM FINANCES Item 5 Item 1 Item 5 Item 1 20% 20% 20% 20% Item 4 Item 2 Item 4 Item 2 20% 20% 20% 20% Item 3 Item 3 20% 20% TEAM HOURS 19 of our 34 members have earned the Platinum Service Leadership Award 50 40 30 20 10 0 Recruiting Events Fundraising Team Meetings Projects 04 | ANNUAL REPORT 2019 Enactus Team Handbook Companion » 30
2019 ANNUAL REPORT PREPARED BY ENACTUS STATE UNIVERSITY www.esu/enactus.edu 31 ‹ Enactus Team Handbook Companion Report Sample 2
Project a Entrepreneurial Empowering Improving Sustainability Action People Livelihoods Created a Provide job 10 new jobs Profits earned business model training and created from program that brings support through 23 participants sponsors are service- ongoing core now scaling the providers and competency experiencing a program to one low income program 200% increase new county in individuals Human in their monthly 2020 together to centered design income Program establish a curriculum 14 community graduates sustainable and focuses on the partners provide accessible root cause of providing new competency support poverty and resources curricula and network provides 47 total donate 2% of Profits provide customized program the first 3 part-time jobs training participants months of their and help scale Program salary back into the project to participants are the program other able to apply communities their skills sustainable development goals Enactus Team Handbook Companion » 32
Project b Entrepreneurial Empowering Improving Sustainability Action People Livelihoods Composting Training and 3 new student Diverted 180 program that empowering jobs created tons of earns students students to 18 local compostable cafeteria credit make more farmers waste from the each time they conscientious reducing their landfill, and compost purchasing monthly continuing to Composting choices and fertilizer costs divert more waste dispose of their by up to 50% each day generates profit materials in a Reduced Reducing for campus mores landfill waste in chemical cafeteria and sustainable our community pollution from facilities and way by 180 tons fertilizers being provides 3 part- Empowering Generated used by local time jobs for the university to $2,700 in sales farmers students implement a for the campus Engaged the Local farmers long-term, cafeteria university and save 50% of sustainable through selling trained fertilizer costs waste reduction organic students to by purchasing program compost continue organic fertilizer growing the compost project sustainable development 33 ‹ Enactus Team Handbook Companion goals
TEAM FINANCES BAB Support 10% Grants 25% Private Donation 5% Fundraisers 40% Institution Supp 20% TEAM HOURS 50 40 30 20 10 0 Recruiting Events Fundrasing Team Meetings Projects Enactus State University Annual Report Enactus Team Handbook Companion » 32 2019
Enactus United States | 417.831.9505 enactusunitedstates.org
You can also read