United states 2018-2019 team handbook companion - Enactus

United states 2018-2019 team handbook companion - Enactus
UNITED STATES
2018-2019
TEAM
HANDBOOK
COMPANION
United states 2018-2019 team handbook companion - Enactus
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
United states 2018-2019 team handbook companion - Enactus
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




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United states 2018-2019 team handbook companion - Enactus
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
United states 2018-2019 team handbook companion - Enactus
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
United states 2018-2019 team handbook companion - Enactus
United states 2018-2019 team handbook companion - Enactus
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
United states 2018-2019 team handbook companion - Enactus
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




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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




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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
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