TEAM COMPANION HANDBOOK - UNITED STATES - Enactus USA
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UNITED STATES TEAM COMPANION HANDBOOK
TABLE OF
CONTENTS
03 Introduction
04 2021-2022 Enactus United States Calendar
08 Team Affiliation Agreement
11 Competition Details and Format
17 Scholarships, Honors, and Awards
19 Partnership Opportunities
20 Appendix
Enactus Team Handbook Companion 2
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 Enactus
regarding the judging criterion and the competition process.
Team Handbook. Please reference the handbook
Pages 10-17 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
SCHOLARSHIPS, HONORS & AWARDS
5. Sample Forms & Documents No team exists on its own. Each successful team can count on
a long list of individuals who have contributed time, energy
OVERVIEW and creativity on its behalf. Enactus United States has
Within the first section of this guide you will find established several special honors and awards to provide
an explanation of the guide and an Overview of teams with the opportunity to earn national recognition for
Enactus United States. their strongest supporters.
Each of these scholarships, honors and awards have their own
TEAM AFFILITION AGREEMENT entry format. All submissions are reviewed, and winners are
Enactus has developed an affiliation agreement to create a selected by a panel of judges. Complete details of the
shared vision and mission between Enactus United States scholarships, honors and awards can be found on pages
Headquarters and Enactus Teams. This agreement shares 17-18 within this guide and at:
different engagement requirements for teams designed to enactusunitedstates.org/student_awards_scholarships.
improve a student's Enactus experience, the Enactus team
overall and details the support Enactus will provide to teams
that meet these requirements. In addition, the agreement
ensures the quality of the Enactus name and network; helping
Enactus Staff retain and recruit new partner companies;
PARTNERSHIP OPPORTUNITIES
On page 19 within this guide, you will find details about a
providing better experience and resources for teams.
number of exciting Partnership Opportunities. Through these
programs, teams have the opportunity to focus on some of the
most important issues affecting our world today. Sponsored
ENACTUS UNITED STATES COMPETITION by Enactus United States partner companies, Partnership
Enactus competitions are challenging, team-oriented events Opportunities offer teams a focused set of objectives, provide
that create a sense of accountability and motivation for project grants and/or prize money and special recognition for
teams to continually improve the quality of their projects. the teams who achieve the most success addressing
They also provide an opportunity for collaboration and best- targeted issues.
practice sharing, further strengthening the value of the
learning experience and the overall effectiveness of the
program. One team will be named the Enactus United States
APPENDIX
National Champion and be invited to represent the United At the back of this guide, you will find a few forms that are
States at the Enactus World Cup. specific to Enactus United States.
Enactus Team Handbook Companion 3
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 4
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 37 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 demonstrated
entrepreneurial leadership to drive business and innovation
for sustainable positive impact to benefit people, planet
and prosperity within the last year?
Enactus Team Handbook Companion 6
THE ENACTUS JUDGING
CRITERION IN DEPTH
Every country that operates an Enactus program, at minimum, organizes a national competition, from which one institution
is named national champion and advances to compete at the Enactus World Cup. In every country around the world, and at
each level of the overall competition, the judging criterion remains the same:
Which Enactus team most effectively demonstrated entrepreneurial
leadership to drive business and innovation for sustainable positive
impact to benefit people, planet, and prosperity within the last year?
Entrepreneurial Leadership: identifying a need and capitalizing on opportunities by taking personal responsibility, managing
risk and managing change within a dynamic environment.
Innovation: the process of introducing new or improving existing ideas, services, technologies, products or
methodologies.
Use of Business Principles: applying a sound business model and business plan.
Sustainable Positive Impact: demonstrating a measurable, lasting improvement for people, planet and prosperity.*
* Prosperity - fulfilling lives economically and socially
For more details about how to effectively implement projects, refer to page 26 in the Enactus 2020 Team Handbook.
Enactus Team Handbook Companion 7
Enactus has developed an affiliation agreement to create a
shared vision and mission between Enactus United States
Headquarters and Enactus Teams. This agreement shares
different engagement requirements for teams designed to
improve a student's Enactus experience, the Enactus team
overall and details the support Enactus will provide to teams
that meet these requirements. In addition, the agreement
ensures the quality of the Enactus name and network; helping
Enactus Staff retain and recruit new partner companies;
providing better experience and resources for teams.
The Team Affiliation Agreement is an annual document to be
signed in the fall semester with requirements completed by the
end of the spring semester.
ENACTUS US TEAMS WILL RECEIVE
1. Support from Enactus United States Program Staff, including
communication, consulting, materials, and resources
ENACTUS US TEAMS REQUIREMENTS
2. Access to the Enactus United States national network of
students, faculty, alumni, recruiters, and sponsors 1. Maintain an Accurate Roster Within the Enactus Platform (Faculty &
Students)
3. Online access to the Enactus Training Center, which contain 2. One Project Profile Completed/Updated on Enactus + Team Project
educational resources to help meet requirements listed below Report Submitted by Enactus Determined Deadline
4. Invitations to Enactus regional, national, and global 3. Complete a Minimum of Three (3) Different Team
competitions 4. Engagement Opportunities Within the 2021 -2022 Academic Year
5. Invitation to Enactus training, collaboration, and networking
events I) Minimum of 1 annual meeting with Enactus Program Manager
II) Participate in Competition Event (US National Exposition and/
or Enactus World Cup)
6. Exclusive opportunities for project funding, awards, and
scholarships III) Participate in Project Program (Project Accelerators,
Challenges, Races)
7. Exclusive access to recruitment opportunities with Enactus IV)Attend an Enactus Training/Partner/Networking Event
partners (Minimum of 1 student)
8. An Enactus team logo, brand resources, and official network V) Complete Enactus Training Center Coursework
recognition (Minimum of 2 Courses Completed Per Team) Host/Attend
Other Team Created Event (Approved by Enactus Staff)
NEXT STEPS Failure to complete the four requirements by May 31st, 2022 will result
in your team being put on probation for the 2022 – 2023 academic year.
1. Review the Team Affiliation Agreement with your Enactus Team, During this probationary year, Enactus will work with your team to help
including a member of your schools’ administration, your primary meet the requirements for the 2022-2023 academic year. Failure to
faculty advisor and primary student leader. complete the terms of the Affiliation Agreement throughout the 2022 –
2. Print and sign Team Affiliation Agreement OR download and e-sign 2023 academic year will result in your disenrollment from the Enactus
Team Affiliation Agreement Send signed Team Affiliation network.
3. Agreement to your Regional Program Manager by Sunday, October
31st, 2021.
4. Enactus Staff will sign the agreement and email it back for your RESOURCES
https://www.enactusunitedstates.org/teamaffiliationagreement
records
5. Work throughout the academic year to meet all four requirements
by Tuesday, May 31, 2022
Enactus Team Handbook Companion 8
United States Team Affiliation Agreement 2021 – 2022
Enactus values your membership and your commitment to our shared vision and mission.
This Affiliation Agreement outlines the benefits of your Enactus membership and the requirements
for maintaining your membership.
This document refers to the following open enrollment/renewal timeline: June 1 – September 30,
2021. Teams can simply enroll in the Enactus Network by emailing teams@enactus.org during this
time frame. All requirements are to be completed October 1, 2021 – May 31, 2022. A revised
agreement will be sent out annually.
Our Enactus student members and advisors, with
the support of the Administration, and in
partnership and collaboration with the staff and
network of Enactus United States, are reaffirming
our Enactus membership for this academic year.
Institution Name
Enactus United States Teams Will Receive:
• Support from Enactus United States Program Staff, including communication, consulting,
materials, and resources
• Access to the Enactus United States national network of students, faculty, alumni, recruiters,
and sponsors
• Online access to the Enactus Training Center, which contain educational resources to help
meet requirements listed below
• Invitations to Enactus regional, national, and global competitions
• Invitation to Enactus training, collaboration, and networking events
• Exclusive opportunities for project funding, awards, and scholarships
• Exclusive access to recruitment opportunities with Enactus partners
• An Enactus team logo, brand resources, and official network recognition
1
Enactus United States Team Requirements:
Additional details for each requirement can be found on pages 4-6
1. Maintain an Accurate Roster Within the Enactus Platform (Faculty & Students)
We suggest the following positions should be linked to at least one member on your team:
• Primary Faculty Advisor
• President/Overall Team Leader
• Vice President/Number 2 Team Leader
• Overall Leader of Projects
• Finance/Treasurer
• Marketing/Communication/Events
2. One Project Profile Completed/Updated on Enactus+
3. Team Project Report Submitted by Enactus Determined Deadline
4. Complete a Minimum of Three (3) Different Team Engagement Opportunities Within the 2021 –
2022 Academic Year
• Minimum of 1 annual meeting with Enactus Program Manager
• Participate in Competition Event (US National Exposition and/or Enactus World Cup)
• Participate in Project Program (Project Accelerators, Challenges, Races)
• Participation in individual student development program like BNY Mellon Enactus
Student Fellows Program, Enactus Entrepreneurial Exchange, etc. (Minimum of 1
student)
• Attend an Enactus Training/Partner/Networking Event (Minimum of 1 student)
• Complete Enactus Training Center Coursework (Minimum of 2 Courses Completed Per
Team)
• Host/Attend Other Team Created Event (Approved by Enactus Staff)
*Every event attended by a team member counts for 1 engagement opportunity credit
*Failure to attend an event you have registered for will result in the loss of 1 engagement
opportunity credit, see following pages for detail
*The Enactus Team Affiliation Agreement is subject change each academic year as the types of
events allowed/offered change.
Failure to complete the four requirements by May 31st, 2022 will result in your team being put on
probation for the 2022 – 2023 academic year. During this probationary year, Enactus will work with
your team to help meet the requirements for the 2022-2023 academic year. Failure to complete the
terms of the Affiliation Agreement throughout the 2022 – 2023 academic year will result in your
disenrollment from the Enactus network.
*This means you have 2 full academic years to meet the requirements if additional time is needed.
2This Affiliation Agreement must be signed and submitted by October 31st, 2021 to your
Regional Program Manager. Find your RPM here.
Failure to sign and submit the Affiliation Agreement by the above date will result in your
disenrollment from the Enactus network.
X X
PRIMARY STUDENT LEADER PRIMARY FACULTY ADVISOR
Print Name Clearly Print Name Clearly
Date Date
X
MEMBER OF SCHOOLS ADMINISTRATION
Print Name Clearly
Date
X X
PROGRAM MANGER, ENACTUS USA INTERIM PRESIDENT, ENACTUS USA
Print Name Clearly Print Name Clearly
Date Date
3Enactus United States Team Affiliation Agreement 2021 – 2022
1. Maintain an Accurate Roster Within the Enactus Platform (Faculty & Students)
Why this is important: Maintaining your Enactus roster is not only crucial to our ability to deliver your
members important relevant information, it’s vital to our ability to attract and retain the partners, funding,
and grants that make Enactus possible.
Further Detail: Your actual team positions may differ from the required list provided. Your team can be
innovative to create your own titles and roles but must determine how you map those fields by associating
the student leader most responsible for that role listed above. For instance, if your team uses the “Director of
Projects” or “VP of Projects” naming convention, you would map that person to the “Overall Leader of
Projects” field.
In addition to our minimum required positions, we strongly encourage each member to include their position
or primary project involvement (i.e. project “xyz” member).
Please refer to this roster management guide which outlines this requirement and other FAQs in greater
detail.
2. One Project Card Completed on Enactus+
Why this is important: In order to maintain Enactus team status, you must be working on at least one team
project that adheres to the Enactus project criterion. In an effort to keep active records of these projects and
to encourage collaboration between teams, we ask that you upload your projects onto the Enactus+ platform.
Enactus+ (plus.enactus.org), the new digital community from Enactus, allows students to present team
projects, participate in challenge opportunities and collaborate with other students across the world through
various discussion forums.
Further Detail: To Login on Enactus+: Enactus+ is single sign-on with other Enactus platforms, so use the same
login information you do for the Enactus Portal and Enactus event registrations.
To Upload a Project: To add a project to your team profile, visit your team page either by searching for your
school in the search bar at the top of E+ or by clicking the link on the home page under “My Team”. On your
team page, click the “Create Project” button in the top right corner of the page and fill out all the necessary
material.
3. Team Project Report Submitted by Enactus Determined Deadline
Why this is important: The team project report serves as our biggest resource from teams to showcase the
impact that Enactus teams have in their communities, country and around the world. Throughout the year
partners, current and prospective, ask for specific project information that match their CSR. If we know all the
projects our teams are working on, we can help to make positive connections for teams. Project data also
helps us to bring relevant challenges and accelerator opportunities. Additionally, as a non-profit organization,
Enactus United States is required to report annually on our data. This reporting comes from you, the teams,
and helps determine the funding our organization is qualified to apply for.
4Further Detail: Each team will complete the team project report, which will open in early Spring. Teams will
need to report every project that has been worked on throughout the current academic year. If a team is
competing, they will need to complete the report at least 3 business days prior to the start of the competition.
If a team is not competing, they will have until May 31st to submit the report. All teams can make
updates/changes before the final May 31st deadline.
4. Complete a Minimum of Three Different Team Engagement Opportunities Per Year
Why this is important: Team/student/advisor engagement is vital to the success of all Enactus United States
teams. This section of the Affiliation Agreement is meant to help Enactus Unites States better support team
needs, and more importantly, help develop stronger relationships and communication channels. In the past
few years, it has been difficult for Enactus staff to easily track the engagement, growth, and progress of teams
and therefore difficult to provide effective support. This information also helps Enactus United States to
better understand what engagement opportunities are highly valued, enabling us to create more relevant
opportunities in which our teams can participate.
Further Detail: Within the 2021 – 2022 academic year, teams must complete any combination of three
engagement opportunities. To ensure all teams have a fair and equal chance to complete the requirement,
Enactus United States staff will provide more than four free virtual engagement opportunities within the
academic year. We recognize that team engagement comes in various shapes as sizes which is why there is a
variety of ways to engage.
1. Minimum of 1 annual meeting with Enactus Program Manager: a phone call/video conference/in person meeting
where Enactus staff learns about the team’s progress on goals, project development, competition/event
preparation (if applicable), transition plan, etc.
2. Participate in Competition Event (US National Exposition and/or Enactus World Cup): Teams must register prior
to the registration deadline in order to receive the engagement opportunity credit. *
3. Participate in Project Program (Project Accelerators, Challenges, Races): Team completes an application for one
of the project programs. Team will get two credits if accepted for a project program and successfully submits
the Final Impact Report.
4. Participation in an individual student development program: Enactus and our partner companies realize how
important student development opportunities are to the success of students after graduation as well as the
impact those skills learned can have on the success and sustainability of Enactus Teams. Teams will get one
point when they have a minimum of 1 student complete a student development program like BNY Mellon
Enactus Student Fellows Program, Summer Leadership Series, and the Enactus Entrepreneurial Exchange.
5. Attend an Enactus Training/Partner/Networking Events (Minimum of 1 student): Teams must register prior to
the registration deadline and show up to the event to receive the engagement opportunity credit. *
6. Complete Enactus Training Center Coursework (Minimum of 2 Courses Completed Per Team): A minimum of at
least two individuals must complete one course on the Enactus Training Center to receive the engagement
opportunity credit. Only one course completion per individual will be counted.
7. Host/Attend Other Team Created Event (Approved by Enactus Staff): Teams can host/attend a training,
networking, or collaboration event approved by Enactus Staff. If hosting, the team must work in conjunction
with their Regional Program Manager to plan and execute the event to receive the engagement opportunity
5credit. If attending the event, a team must register prior to the registration deadline in order to receive the
engagement opportunity credit. Please see above “Important Notice” for credit qualification details and
required attendance rate.
* Important Notice: As COVID-19 has affected the types of events Enactus can offer safely, we reserve the right to change this
agreement as circumstances change. As always, we are committed to your safety.
We plan for events based on registration numbers. When students and teams register for events but fail to attend it costs Enactus
time and money. Additionally, it puts our relationships with our partners at risk because attendance estimates we may have shared
with them are then inaccurate. Therefore, teams with less than 75% attendance rate (based on number of students registered before
deadline) for an event that they were previously registered for will result in the loss of 1 engagement opportunity credit. Engagement
opportunity credit will not be deducted if team/attendees cancel prior to the registration deadline. Extenuating circumstances will
be handled on a case-by-case basis.
6NATIONAL EXPOSITION
Competition provides an opportunity for Enactus teams to
showcase their project work and to collaborate with other
NO-SHOW POLICY
In the event that a team does not show up to compete at the
members 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
room block information on the Enactus United States website, • The number of leagues will be determined by the number of
and when calling to book rooms, teams should request the 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 United States National then run through the random league generator.
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
per league. The number of teams advancing to the next round
of competition is dependent on the number of teams per
league. Any changes to this process will be announced prior to
competition. In the event that the number of competing teams
in a league decreases after league pairings have been
published due to teams dropping out of competition, Enactus
reserves the right to adjust the number of teams advancing out
of each league.
Enactus Team Handbook Companion 10COMPETITION
DETAILS
PRE-SCREENING PROCESS VIOLATION
All competing teams will be required to pass through a pre-
If a team presents or displays items that have not been
screening process before being cleared for registration. The
screened and pre-approved, it will be automatically
pre-screening will include a review of their Annual Report, Team
disqualified from the competitions.
Bio (optional) and any project-related materials the team
wishes to showcase, as well as confirming that all mandatory
reports have been submitted accurately.
COMPETITION REGISTRATION PROCESS
Teams are approved to showcase items from the front of the
If your team intends to compete, online registration is required.
room but are not permitted to place items on the judges’
The deadline for teams to register for National Exposition online
tables, allow judges to touch, hold, keep nor remove from the
will be communicated via email and enactusunitedstates.org.
room.
The team must understand that any items they may have
for sale are not permitted to be sold until after the Awards
Ceremony.
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
STUDENT AND TEAM REGISTRATION of year numbers, we require all active teams that do not compete
REQUIREMENT at the National Exposition to submit their Team Portfolio
Any student who attends an Enactus United States Report. DEADLINE: May 31, 2022 at 5:00 CST
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
members for your institution, please refer to the Team Roster
page of the website.
11 Enactus Team Handbook CompanionANNUAL REPORT • Team Biographies must follow the same guidelines 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. Enactus
2. Two single sheets of 8 ½″ X 11″ USA requires competing teams to upload the final copy of their
or A4 size paper with print on both Annual Report to be used in competition when submitting the
sides of each sheet. Team Portfolio Report.
PROJECT VERIFICATION FORM
Every team must request that their Faculty Advisor, one student
3. One sheet of 11″ X 17″ or
and one administrator (e.g. dean, department chair or institution
A3 size paper with print on
president) review their Annual Report and sign the Project
both sides. Please note: Using
Verification Form. If a team’s Faculty Advisor is also an
one of the dimensions above
administrator, the form must be signed by another administrator.
but cutting the paper in a
The Project Verification Form is to be submitted only once per
manner which causes a change year and serves as just one part of an internal audit of projects
in the size is NOT permitted. and activities at all levels of competition.
ACTIVE TEAM SHEET
Important points regarding the annual report – Every active team must complete this section on Enactus+ prior to
completing the Team Portfolio Report. This section must be filled out
• If a team uses a cover or back page, it will count
thoroughly and must contain the names of all Faculty Advisors and
as one of those pages.
active students.
• Teams should not use folders, report covers, etc.
in conjunction with their Annual Reports. TEAM PORTFOLIO REPORT
Although the information submitted is used by Enactus and will
• If a team wishes to include a team bio along with the not be shared with judges as part of the evaluation at any
annual report, the bio must be a completely independent competitive event, it must be completed and submitted online by
document (not embedded within annual report) and may each active team prior to competing at the Enactus United States
NOT include any info/photos related to projects. National Exposition. The deadline for competing teams to
submit their Team Portfolio Report is to be determined.
• Although Enactus encourages creativity with the
formatting of the annual reports, we ask that teams give
Keep in mind that this report is not for the purpose of
careful consideration prior to fully employing new ideas
competition. Teams should include information relevant to all
(inclusive of changing the shapes, sizes, etc. of the report).
of their projects, regardless of whether the projects are being
Please contact your Regional Program Manager to ensure
presented in competition. This report provides key information
that any new ideas are within the guidelines of Enactus.
to Enactus USA on teams and their activities throughout the
program year which helps the organization drive funding
opportunities for teams.
12 Enactus Team Handbook CompanionTIE 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.
14 Enactus Team Handbook CompanionENACTUS UNITED STATES FORMAL
GRIEVANCE PROCESS
THE GRIEVANCE PROCESS Submit an official complaint detailing the violation:
Enactus wishes to uphold the integrity and transparency Complaint must include full name and contact information of
of every competition. If you feel that a competition rule the individual(s) filing the formal complaint and name of the
has been violated by another team or that your team was college/university at which the individual is an active Faculty
treated unfairly, please report the violation to the most senior Advisor. Anonymous complaints will be disregarded.
member of the Enactus United States Staff immediately so
that the issue can be addressed with the participants and/or FORMAL COMPLAINT HANDLING PROCESS
individuals witness to the violation. 1. Upon receipt of a formal complaint, the filing
individual(s) will receive written confirmation of the
complaint being received within 30 days of receipt.
ON-SITE COMPLAINT FILING PROCESS 2. Formal complaints will be reviewed by the Enactus Rules
Contact the most senior member of the Enactus United Committee, which is a subcommittee of the Enactus
States program staff in attendance at the event to United States National Advisory Board, with written
report the violation. findings being submitted to the filing individual(s) within
30 days of the receipt of the appeal. Decisions of the
Enactus Rules Committee are final.
ON-SITE COMPLAINT HANDLING PROCESS
1. Complaints submitted on-site will be reviewed by the
Enactus Rules Committee.
2. Upon review of the complaint, if the violation can be
resolved in a timely manner at the National Competition,
the individual(s) filing the on-site complaint will receive
a verbal ruling by the Enactus Rules Committee.
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 15The 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.
The event is a spectacular exhibit that highlights the rich
REGISTRATION
diversity of languages, cultures and ethnicities represented To register for the Enactus World Cup, contact the Enactus
within Enactus and gives all in attendance a unique United States Programs Department at teams@enactus.org
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.
16 Enactus Team Handbook CompanionNo Enactus team exists on its own. Each successful team can count a long list
of individuals who have contributed time, energy and creativity on its behalf.
Enactus USA has established several special awards, honors and scholarships
to provide individual team members and their supporters an opportunity to be
recognized for the contributions they have made to their team.
Service Leadership Awards provide special recognition for individual
Enactus USA team members who have invested a minimum of 100
hours each year in Enactus activities.
Additionally, through the support of individual, corporate, association
and foundation donors, Enactus USA students have access to more
than $10,000 scholarships and awards, as well as a number of unique
internships.
All scholarship, honor and award details are listed
on our website:
www.enactusunitedstates.org/student_awards_scholarships
Note: Finalists are encouraged to thank our participating sponsors/judges.
LEADERS OF THE YEAR AWARD ENACTUS SERVICE LEADERSHIP
AWARDS
PURPOSE
To motivate and reward excellence in leadership and share
best practices by example. PURPOSE
The Enactus Service Leadership Awards are presented on
an annual basis in recognition for time invested through
PROCESS
participation in Enactus activities. Qualifying Enactus
The “Leaders of the Year Award” will recognize 5 leadership
United States students within each of the three award
categories:
levels receive a printed certificate, distributed quarterly.
The award is also a great item to add to their resumé.
1. Executive Leader of the Year
2. Membership Leader of the Year CRITERIA
3. Project Leader of the Year To qualify for these awards*, applicants must fulfill the
4. Marketing Leader of the Year
following criteria during the academic year in which they
5. Finance Leader of the Year
are apply:
APPLICATIONS 1. Be an active member of a team.
From all nominations, Enactus will formally recognize 10 2. Register as an official Enactus United States student
National Finalists and the 5 "Leaders of the Year"; winners will participant at www.enactusunitedstates.org
be announced during the Online US Expo. 3. Complete a minimum number of hours of service
4. through participation in Enactus activities:
From all nominations, Enactus will formally recognize 10 a. 100 hours of service for Enactus Service
National Finalists and the 5 "Leaders of the Year"; winners will Leadership Award
be announced during the Online US Expo. b. 500 hours of service for Platinum Enactus
Service Leadership Award
The nominee does not need to possess the formal title or c. 1,000 hours of service for Diamond Enactus
position on their team to be nominated for this award. For Service Leadership Award
instance, someone who has greatly impacted recruitment and
leadership development could be nominated as a Membership *The 100-hour and 500-hour awards can be earned each
Leader.
academic year. The 1,000-hour is a cumulative award and
Nominations can be made at can only be earned once.
https://www.enactusunitedstates.org/leadersoftheyear
Application close: February 14, 2022 NOMINATION
This is a self-nominated award. Students that have
Nominations may come from: fulfilled the criteria should complete the nomination form.
• Self-nominations Your faculty advisor will then be notified to review and
• Team members approve your nomination. The deadline to apply for the
• Advisors 2021-2022 academic year is May 3, 2022.
• Engaged BAB members Nominations can be made at
• Any partner with immediate involvement in https://www.enactusunitedstates.org/
a team service_leadership_award
Enactus Team Handbook Companion 17JACK SHEWMAKER ENACTUS SPIRIT
AWARD
PURPOSE
To recognize an Enactus team that demonstrates a strong
commitment to improving the lives of others and
furthering the Enactus mission with the utmost passion JULES & GWEN KNAPP SCHOLARSHIP
and enthusiasm.
PURPOSE
HOW TO ENTER To recognize Enactus student leadership, teamwork, and
Submit a one-minute video demonstrating: educational achievements.
1. How your team shows Enactus Spirit and impacts
the lives of others ELIGIBILITY
2. What drives your team To be eligible for the Jules & Gwen Knapp Scholarship, the
candidate must be a U.S. citizen and:
SUBMISSION 1. A sophomore or junior in academic credit hours
Submit your Enactus Spirit Video by emailing a sharing enrolled in a four-year academic institution with a
link to teams@enactus.org. MP4 format is preferred. graduation date no earlier than May 2023
Submission Deadline: February 21, 2022
2. An active Enactus student on an active Enactus
team that is competing at the National Exposition
3. Have at least a 3.2 GPA or its equivalent
4. Be able to be present for the interview at the
National Exposition if chosen as a finalist
Note: Non-U.S. citizens who have legal permanent
residency status in the United States are not eligible to
apply for the Jules & Gwen Knapp Scholarship.
SCHOLARSHIP
The recipient of the award will receive up to a $10,000
scholarship to be used for educational purposes at the
college or university he/she is attending on a full-time
basis. The recipient will be recognized as the Knapp
Scholarship Winner during the following academic year.
NOTE: Selection of the $10,000 scholarship winner is
contingent upon receiving applications from qualified
SAM WALTON FELLOWS OF THE YEAR candidates. The Knapp family and Enactus reserve the
AWARD right to withhold the funds if suitable candidates are not
identified.
PURPOSE APPLICATION COMPONENTS
Jack Kahl Entrepreneurial Leadership Award for the Sam
M. Walton Free Enterprise Fellows of the Year honors the • Online application
Sam Walton Fellows who have done the most to advance • GPA
the entire Enactus organization during the current • Letter of recommendation from Enactus Faculty
academic year, who have made outstanding contributions Advisor on official school stationary
to Enactus students and the team on their campus, • One page professional resume, with work history
including helping students with career placement. Only • Linkedin profile with Enactus experience promptly
one nomination per college/university will be allowed. included
NOMINATION MATERIAL APPLY ONLINE
https://www.enactusunitedstates.org/knapp_scholarship
• Letter of endorsement from your academic Application Deadline: February 14, 2022
institutions president, dean or department chair
• Maximum of five letters of endorsement from current
Enactus team members
• Two letters of recommendation from Enactus alumni
Click the website
https://www.enactusunitedstates.org/swf_of_the_year to
submit your nomination material.
Deadline: February 14, 2022
Enactus Team Handbook Companion 18ACTION & AWARENESS STAGE
September – December 2021
• Access to resources to help build or expand your ocean project
• Submit Action Entry between 1 September — 7 December 2021
• Complete online ocean education module by 31 January 2021
• Global discussion forum collaboration
THE CHALLENGE
At Enactus, we believe investing in students who take PROGRESS STAGE
entrepreneurial action for others creates a better world for us all. January – August 2022
1 Race 4 Oceans recognizes and mobilizes Enactus teams and
their projects that tackle the ocean crisis. • Submit Progress Report
• Submit :77 Film to the Enactus :77 Film Festival 2022
SPECIAL ENACTUS UNITED STATES
Top 12 teams:
OPPORTUNITY
• Project highlight on Enactus social media channels
By entering 1 Race 4 Oceans this year, Enactus United States
teams will not only be entered in the global Race but also in a Top 4 teams:
United States-only competition where the Top 10 teams will • Advance to Impact Stage
receive project scaling funding. • Opportunity for Subject Matter Expert mentorship
By entering 1 Race 4 Oceans, Enactus United States teams will
not only be entered in the global Race but also in a United States- IMPACT STAGE
only competition where the Top 10 teams will receive project September - December 2022
scaling funding.
• 1 Race 4 Oceans Impact Competition at Enactus World Cup 2022
• First place: $10,000 USD • Top 4 finalist teams will have the opportunity to receive a portion of
• Second place: $5,000 USD $25,000 USD project scaling funding
• Third place: $2,500 USD
• Fourth place: $1,000 USD
• Fifth place: $1,000 USD
• Five Finalists: $500 USD each
No additional entry forms are required for Enactus United States
teams. The same Action Entry and Progress Report forms will
be used in both the global Race and United States opportunity.
The United States entries will be evaluated twice, once for the
global Race and again for the United States opportunity.
ELIGIBLE PROJECTS
The Race has five focus areas: Sustainable Marine REPORT PROGRESS
Aquaculture, Sustainable Marine Fisheries, Coastal & Marine
Habitats, Ocean Climate Resiliency and Direct Ocean Pollution. To compete for Progress Rewards and be eligible to advance in the Race, all
Projects entered in the Race must be tied to one or more of project teams must complete the ocean education modules, submit a
these areas. Below are examples of what your project could Progress Report by 15 February 2022 and a :77 Film by 15 March 2022. Tell us
address: how your project is delivering measurable progress towards addressing ocean
• Sustainable Marine Aquaculture challenges.
• Sustainable Marine Fisheries
• Coastal & Marine Habitats Steps to submitting your Progress Report:
• Ocean Climate Resiliency
• Direct Ocean Pollution • Review the 1 Race 4 Oceans General Terms & Conditions and ensure
your project team meets all the requirements.
Projects entered in 1 Race 4 Oceans do not have to be limited • Review the 1 Race 4 Oceans Evaluation Criteria
to coastal regions. There are many ways to impact oceans • Prepare Progress Report submission using the Progress Report Sample
from land, as well as sea. If your project does not take place • Submit your online Progress Report no later than 15 February 2022 by
directly near or in an ocean but will generate outcomes in one clicking the Submit Your Project button near the top of the page. The
or more of the categories above, your project may still be Progress Report will open for submissions on 4 January 2022.
eligible. Simply demonstrate in your Action Entry how your
project will contribute to more sustainable oceans from afar. More information at:
https://plus.enactus.org/s/challenge/a2w3n000003qXUzAAM/1-race-4-
oceans-year-3?language=en_US
19 Enactus Team Handbook CompanionAPPENDIX 20 Enactus Team Handbook Companion
APPENDIX 1: TEAM PORTFOLIO
REPORT TERM DEFINITIONS
Enactus Course Project Name
Some institutions offer Enactus as a course for academic Please record the project name as it is listed in
credit. Although this is not a mandate for ensuring success your Annual Report.
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,
Team Funding team recruiting, customers of a business developed or
Enter the amount of funds received (convert into US Dollars) in helped by your project, etc.).
the fields next to each source.
Online Presence
Please indicate here if your team is using any of the social
sites listed in its project and/or operational endeavors.
20 Enactus Team Handbook CompanionNew 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.
21 Enactus Team Handbook CompanionAPPENDIX 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.
• Signature-Required for the vendor. If you are signing
PURPOSE OF THE W-9
for your school, be sure you have verified the Employer
Form W-9 (Rev. 01-2011) “A person who is required to file
Identification Number is correct. This is the official
an information return with the IRS must obtain your correct
certification that the number is correct.
taxpayer identification number (TIN) to report, for example,
income paid to you…”
W-9 is used for all U.S. persons (including resident aliens), to Additional General Instructions are noted on the Form and
provide your correct TIN to the person requesting the new forms can be downloaded from the IRS website at
information. https://www.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.
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