JDC West Business Competition Inc. COMPETITION …jdcwest.org/wp-content/uploads/2017/10/JDC-West-Competition...JDC West Business Competition Inc. COMPETITION HANDBOOK ... JDC West

JDC West Business Competition Inc.

COMPETITION HANDBOOK Last Updated: October 18, 2017

JDC West Competition Handbook | Page 2

Last Updated: October 18, 2017

The purpose of the JDC West Competition Handbook (“Handbook”) is to clearly present the rules, processes, and policies of the JDC West Business Competition. The JDC West Competition Handbook is

managed the JDC West Board of Directors.

Please refer to the Organizing Committee for the Academic, Debate, Social, and Athletic Handbooks. For information relevant to Team Captains please refer to the “Captain’s Team Guide.” For information

confidential to each school’s respective team please refer to the “Captain’s Competition Guide.”

The most recent JDC West Handbook is available on the JDC West website at www.jdcwest.org.

http://www.jdcwest.org/



Table of Contents

Section One: Competition Rules 4

1. Eligibility 4 2. Academics Competition 5 3. Debate Competition 7 4. Athletics Competition 7 5. Social Competition 8 6. Community Involvement Competition 9 7. Participation Competition 11 8. Team Deadlines 14

Section Two: Policies + Processes 16

1. School Invitation Policy 16 2. JDC West Branding Policy 16 3. School Colours Policy 17 4. School Cheers Policy 18 5. Academic Competition Process 18 6. Debate Competition Process 20 7. JDC West Scoring Tabulation Process 20 8. JDC West Business Competition Bidding to Host Process 21 9. New School Application Process 23 10. Dispute Resolution Process 26 11. Incident Reporting Process 28 12. Executive of the Year Selection Process 28 13. Faculty Advisor of the Year Nomination Process 28 14. Academic School of the Year Selection Process 29 15. School of the Year Selection Process 29 16. Score Normalization Process 30

Section Three: Appendices

Appendix 1: Academic Scorecards 1 Appendix 2: Debate Scorecard 1 Appendix 3: Social Scorecard 3 Appendix 4: Charity Declaration Form 1 Appendix 5: Community Involvement Sign-Off Sheets 1 Appendix 6: Skit Night Scorecard 3 Appendix 7: Introduction Video Scorecard 5 Appendix 8: Qualitative Participation Scorecard 7 Appendix 9: Witness Statement Form 10 Appendix 10: Incident Report Form 13



Section One: Competition Rules

1. Eligibility

Overview

The following section outlines the eligibility of schools and team delegations for the JDC West Business Competition.

School Eligibility

In order for a business school to be eligible to compete in the JDC West Business Competition, it must meet the following criteria:

Be a degree-granting post-secondary institution;

Offer a bachelor’s degree in business, commerce, management, or administration;

Be located in Western Canada; and

Have an independent business faculty. To compete, a school must receive a formal invitation from the Board of Directors. More information about school eligibility and invitations can be found in the School Invitation Policy section of this Handbook.

Team Eligibility

Delegates + Captain(s)

All JDC West delegates and Captains must be enrolled in a full-time1, undergraduate program at an eligible school that has been invited to attend the upcoming JDC West Business Competition. Delegates must be enrolled as a business, commerce, management, or administration major or minor in the Fall semester leading up to the competition, and must be working towards a bachelor's degree. Students currently pursuing a co-op work term are also eligible, pending they were a full-time undergraduate student in the semester prior to their work term. Students enrolled in graduate or doctorate studies, or who are a business, commerce, management, or administration diploma student are ineligible to compete in the competition.

1 According to Canada Student Loans, full-time status is defined as “taking at least 60 percent of a full course load

at all times in each semester or term. Students with a permanent disability may elect to be considered full-time if they are taking 40 percent of a full course load.”



The JDC West organization reserves the right to audit members of each team at random. If audited, delegates are required to provide proof, mailed directly from his or her school’s registrar, that he or she is currently enroled as a business major to demonstrate that they meet the eligibility criteria. Each team must have one or two designated Captain(s), and is required to have 46 team delegates2, as outlined in detail throughout the Handbook. Team Captain(s) are ineligible to compete in any academic, debate, athletics, or social competition.

Godparents(s)

Teams with one designated Captain can appoint two designated Godparents, and teams with two designated team Captains can appoint one designated Godparent (to a combined three Captains and Godparents per team). Godparents are not required to be a current student, and are ineligible to compete in any academic, debate, athletics, or social competition.

Faculty Advisors

Each team is required to appoint a Faculty Advisor, who is ineligible to compete in the academic, debate, athletics, or social competitions. Faculty Advisors must be a current faculty member employed by the school’s business faculty, and are required to represent the faculty at the competition.

Additional Volunteers + Coaches

Teams are welcome to bring a maximum of two additional volunteers and/or coaches to the competition, at a cost determined annually by the Organizing Committee. These additional coaches are not required to be a current student and are ineligible to compete in any academic, debate, athletics or social competition or participation.

2. Academics Competition

Overview

JDC West’s academic case competition is comprised of ten separate cases in the following business disciplines:

Accounting Business Strategy Business Technology Entrepreneurship Finance

Human Resources International Business Marketing Not-for-Profit Taxation

2 Some exceptions may apply. Please refer to the Team Deadlines Rule for more details.



Academic Team Composition

JDC West academic case teams are comprised of three student delegates. The delegates who compete in the academic case competition at JDC West are ineligible to compete in the debate or social competitions in the same year, but are eligible to participate in the athletics competition as substitute players on the day that they do not present.3

Competition Format

All academic teams, with the exception of entrepreneurship, are asked to prepare a 20-minute presentation that offers an analysis, recommendation, and implementation based off of the case provided. The 20-minute presentation will be followed by a five-minute question and answer period that is facilitated by the panel of judges. The judging panel will consist of five to six members. These members will be a combination of industry professionals, sponsors, and academics in the associated field of study. Judges will be given a scorecard to provide feedback and scoring for each presentation. All judges will have two opportunities (exact timing as determined by the OC) throughout the presentation day to review and adjust scoring on their scorecards. For more information on the format of the academic competition, please review the Academic Competition Handbook as distributed by the Organizing Committee.

Entrepreneurship Case Structure

The entrepreneurship case style is different than the other nine case disciplines, as it challenges competitors to create a new product or service that addresses an identified market opportunity. This exercise is designed to test the delegates’ true entrepreneurial instincts and skills. By focusing the case on a market opportunity, the JDC West entrepreneurship case inspires a multitude of varied solutions from the delegates that mirror real entrepreneurial initiatives. The entrepreneurship case presentation begins with a five-minute opening pitch (protected time), followed by 15-minutes of unprotected time, and concludes with three-minutes of protected time to present closing remarks.

Scoring

The academic competition is worth a total of 67.69% out of 100%, with each individual case team earning a maximum of 6.769% depending on their placement. Please refer to the School of the Year Selection Process for exact point distribution. Competitors will receive a 10% penalty off their final score academic scorecard if any member is absent for the mandatory feedback period. Time constraints are also in effect on academic presentations and will result in a 5% final score penalty if a presentation is less than 18 minutes. No penalty will be

3 Please refer to the Athletics Competition section for more information about athletics substitutions.



assessed for presentations exceeding 20 minutes however the presentation will be stopped immediately. Please refer to Appendix 1 for the academic scorecards for qualitative, quantitative, and entrepreneurship disciplines.

3. Debate Competition

Overview

JDC West’s debate competition is comprised of a parliamentary style debate format held over two days of the competition.

Debate Team Composition

JDC West debate teams are to be comprised of four delegates. Debate competitors at JDC West are ineligible to compete in the academic, social, or athletics competitions in the same year.

Competition Format

The debates are held in a Parliamentary style format. Side Government refers a bill and the debate the passage of said bill follows. As per the Parliamentary style format, points of information (POI) are permitted, but points of privilege, squirreling of the resolution, and heckling will not be allowed or tolerated in the JDC West debate competition. Individuals or teams caught violating this rule will be subject to the JDC West Dispute Resolution Policy. For more information on the format of the debate competition, please review the Debate Competition Handbook as distributed by the Organizing Committee.

Scoring

Each team will receive a pro-rated score out of 6.77% based on their placement in the competition. Please refer to the School of the Year Selection Process for exact point distribution, and Appendix 2 for the full Debate Scorecard.

4. Athletics Competition

Overview

There are two athletic tournaments held each year at JDC West. Each sport is recognized as an individual tournament within the overall competition. Teams receive points based on their ranking within each competition to determine the overall JDC West athletics competition champions.



Athletics Team Composition

JDC West athletics teams must be composed of eight players with a gender ratio as determined by the Organizing Committee. Each team may have a substitution list of up to four members (two males and two females) from their school’s academics team roster. These substitutions must be available to compete on the respective day (Saturday or Sunday) that they are not competing in their assigned academic case. If a competitor is substituted with a member of their school’s academic roster, that competitor becomes ineligible and cannot be substituted back into the competition for the rest of the day.

Scoring

The winner of the overall athletic competition is determined by the combined rankings from each tournament. Teams will receive a pro-rated score out of 6.77% based on their rankings. Further details on the in-year sports can be found in the Athletics Competition Handbook, as distributed by the Organizing Committee.

5. Social Competition

Overview

Social competitors at JDC West are enthusiastic leaders who must work tirelessly throughout the entire weekend to encourage spirit, camaraderie, and a sense of pride at the competition. The JDC West social competition is a non-stop, 48-hour competition that challenges every competing delegate to his or her limit. Social competitors are tested both physically and mentally in a number of different challenges throughout the weekend.

Social Team Composition

There are no substitutions permitted for the social teams. Teams consisting of less than four delegates are ineligible to compete in the social competition (no exceptions apply). Those delegates who compete in the social competition at JDC West are ineligible to compete in the academic, debate, or athletics competitions in that same year.

Social Challenge Schedule + Notification

Details regarding each social challenge are not provided in advance of the competition. All social delegates must be available and ready to compete at any time during a 48-hour period over the JDC West weekend, and will be contacted via a communication method to be determined by the Organizing Committee. Teams that are late or miss a challenge will, at the Organizing Committee’s discretion, be subject to the JDC West Dispute Resolution Policy.



Delegate Conduct

Throughout the JDC West weekend, there is zero tolerance for alcohol consumption for all JDC West social delegates due to safety and liability reasons. If a social competitor has consumed alcohol, an Organizing Committee member must be notified and the competitor may be subject to the JDC West Dispute Resolution Policy.

Scoring

Please refer to Appendix 3 for the full Social Scorecard. In the case of a tie, the team with the higher score in the “spirit” section will rank higher. Teams will receive a pro-rated score out of 6.77% depending on their placement in the competition.

6. Community Involvement Competition

Overview

Each school can partner with one to six charities, with the purpose of raising money and volunteering exclusively for those charities between June 1 to January 1. The chosen charities must be declared using the provided form to the Organizing Committee by October 1, and must be a Registered Charity according to the Canada Revenue Agency. Please refer to Appendix 4 for the Charity Declaration form. All competing team delegates, Captains, godparents, and Faculty Advisors are eligible to volunteer and fundraise for the selected charities. Any volunteering hours completed and any funds raised due to the efforts of eligible delegates towards the selected charities, are qualified to be counted towards the community involvement totals. Teams are required to provide the Organizing Committee with documentation of the contributed volunteer hours and fund totals through completion of the Volunteer Hours + Monetary Donation Sign-Off Sheet no later than January 1. Please refer to Appendix 5 for these forms. If a team chooses to participate in a food drive, JDC West will recognize $1 towards the philanthropic dollar total per food item donated. The food must be donated to one of the designated charities and must be accounted for and acknowledged by the receiving charity in a signed letter on their letterhead, and provided to the Organizing Committee by the January 1 deadline.

Scoring

The Community Involvement competition is worth a maximum of 2.00% towards a team’s School of the Year total, and is broken down as follows:



0.50% Raise a minimum of $5,0004

0.50% Volunteer a minimum of 200 hours5

≤ 0.50% Based on ranking of philanthropic dollars raised (see below) ≤ 0.50% Based on ranking of volunteer hours completed (see below) 0.50% Based on a ranking of philanthropic dollars raised per team member This amount will be allocated based on a ranking of a ratio calculated to determine philanthropic dollars raised per team member. This ratio will take the total amount of philanthropic dollars raised by a team divided by the number of eligible members of the team (All delegates, captains, godparents and faculty advisors are eligible for a maximum official team of 50 people per full delegation) in order to rank each team. These rankings will follow Non-Linear Scoring to

determine the amount that is allocated to a team’s overall score. 0.50% Based on the number of volunteer hours completed per team member This amount will be allocated based on a ranking of a ratio calculated to determine philanthropic hours completed per team member. This ratio will take the total amount of philanthropic hours completed by a team divided by the number of eligible members of the team (All delegates, captains, godparents and faculty advisors are eligible for a maximum official team of 50 people per full delegation) in order to rank each team. These rankings will follow Non-Linear Scoring to

determine the amount that is allocated to a team’s overall score. If there is a tie between 2+ schools for a placement, all tied schools will receive an average of their pro-rated scores. If there are less than 12 competing schools, the pro-rated amounts will be adjusted accordingly. If a team(s) submits “zero” for either philanthropic dollars and/or volunteer hours, they will receive a score of 0.00% in the respective category.

Additional Information

Chillin’ for Charity

To assist schools in reaching their philanthropic targets, all teams are required to participate in Chillin’ for Charity. At this event, delegates, faculty members, and community members are encouraged to “take the plunge” into an icy cold pool of water to raise money and awareness for their chosen charity. These events must take place prior to November 30, and Captains should notify the Organizing Committee’s VP Human Resources of the date by October 1. Money raised at this event will count towards the overall Community Involvement totals for the team. Teams are welcome to collaborate with other schools and/or student groups for this event. However, only funds raised that will be donated to the charity of choice on behalf of your JDC West team can be counted towards your community involvement total.

4 Half delegations will receive a full 0.50% for raising a minimum of $2,500

5 Half delegations will receive a full 0.50% for volunteering a minimum of 100 hours



After the event has taken place, please submit the Official Chillin’ for Charity Sign-Off sheet to the VP Human Resources, found in Appendix 5.

Community Involvement Photos6

JDC West collectively contributes significantly to charities across the country. For stakeholders to better understand and grasp the effects of our charity involvement within various local communities, each team is encouraged to submit photos that summarize the impact they have had in their community. These photos will be displayed publicly on the JDC West website and through other marketing and event channels to showcase the community stewardship that is embodied by every team leading up to the competition.

7. Participation Competition

Overview

The behaviour of delegates will be observed throughout the JDC West weekend by various stakeholders, and the reflection of those actions will result in the overall Participation score for each school. Team behaviour will be observed from the moment you arrive in the host city to the moment you leave. The OC reserves the right to make participation scoring adjustments that may affect school rankings if extreme or unacceptable behaviour takes place before, during, or after Gala. In extreme circumstances, your school’s invitation to participate in JDC West in future years could be affected by such behavior. Behaviour throughout the year at JDC West branded and sanctioned events also has the potential to affect participation points, including the JDC West Transition Conference and JDC West Logistics Conference. The overall breakdown of the Participation score is as follows:

Quantitative Participation 6.00% Competition Viewing 2.00% Corporate Showcase Engagement 2.00% Skit Night Performance 1.00% Introduction Video 1.00% Qualitative Participation 3.00% Core Values Assessment 2.00% Overall Top Choice 1.00% Total Participation 9.00%

6 Any individuals showcased in the photos that are submitted must have given expressed consent



Quantitative Participation (6.00%)

Scores in this category are numerically based and tracked by the Organizing Committee in the following areas:

1. Competition Viewing (2.00%) Delegate attendance will be tracked throughout the weekend at all academic, debate, and athletic competitions. Academic and athletic check-ins may occur every 30 minutes, and debate every 45 minutes. Each school will receive a full 2.00% if a school checks-in more than 400 times, 1.00% for 200-399 check-ins, or 0.00% for less than 200 check-ins throughout the weekend.7 8

2. Corporate Showcase Engagement (2.00%) This allocation is based on the number of quality interactions each delegate has with organizations at the Corporate Showcase. After each interaction, the sponsor will offer a delegate a handout (typically a business card or pamphlet) with their signature on it.9 As delegates receive handouts throughout both competition days, they can register them at the Corporate Showcase Check-in booth located outside of the Corporate Showcase. Handouts will be hole-punched, recorded, and handed back to the delegates for future reference (if desired). Once a handout has been hole-punched, it may not be counted again towards your, or any, school’s total. More than 100 signed handouts results in 2.00%, 50-99 results in 1.00%, and less than 50 results in 0.00%.10 11

3. Skit Night (1.00%) Each school will submit a maximum 3-minute audio clip for their skit with a maximum of 1-minute additionally allotted for their cheer & any transition time. At Skit Night, each school’s skit will be evaluated based on a scorecard out of a total 25 points by a panel of 3-4 independent judges. After being assigned a score, each school will be ranked from first to last place based on that score, and awarded a pro-rated score out of 1.00% (First place receiving the full 1.00%). If there is a tie between two or more schools for a placement (i.e. they received the same quantitative score out of 25 on the scorecard), then all tied schools will receive an average12 of their pro-rated scores. Please refer to Appendix 6 for the full Skit Night Scorecard.

7 This is not a ranking system, and all schools are capable of receiving the full 2.00% if they achieve the minimum

check-in requirement. 8 Half delegations will receive a full 2.00% if they check-in more than 200 times, 1.00% for 100-199 check-ins, or

0.00% for less than 100 check-ins throughout the weekend. 9 Sponsors have been trained by the Organizing Committee to only sign a handout if they feel they engaged in

meaningful, genuine conversation with the delegate. 10

Note that this is not a ranking system, and all schools are capable of receiving the full 2.00% if they achieve the minimum handout requirement. 11

For half delegations, more than 100 signed handouts results in 2.00%, 50-99 results in 1.00%, and less than 50 results in 0.00%. 12

Averaged scores will always be rounded to the closest two decimal points.



4. Introduction Video (1.00%) Each school is required to submit a video that will be played at Opening Ceremonies. The videos will be judged by each member of the Organizing Committee and given a mark out of 5, which will be totaled and then ranked from first place to last place. Schools will be awarded a pro-rated score out of 1.00% (first place receiving the full 1.00%). If there is a tie between two or more schools for a placement (i.e. they received the same quantitative score out of 15 on the scorecard), then all tied schools will receive an average of the pro-rated scores. Videos can be a maximum of two minutes, and should be both appropriate and professional. The entire delegation must be incorporated into the video. Please refer to Appendix 7 for the full Introduction Video Scorecard.

Qualitative Participation (3.00%)

The final 3.00% of the Participation score is based on the qualitative assessments by four different stakeholder groups at the JDC West Business Competition – the Organizing Committee, Captains, Key Volunteers, and Faculty Advisors. All four stakeholder groups will be required to fill out a scorecard three times throughout the competition, assessing each competing school based on the five core values of the JDC West Business Competition. Scorecards will be due throughout the weekend as follows:

Saturday 12:30 a.m. to assess Friday’s participation

Sunday 12:30 a.m. to assess Saturday’s participation

Sunday 5:00 p.m. to assess Sunday’s participation If an assessor does not submit their scorecard by the deadline as stated above, they will not have the opportunity to contribute for that reporting period.

Participation Votes by Stakeholder Groups

The breakdown of assessment weighting and number of votes obtained for participation is as follows:

Organizing Committee One vote per Chair and Vice President (50%)13 School Captains One vote per School (20%)

Key Volunteers One vote per School Ambassador + Social Volunteer (20%) Faculty Advisors One vote per Faculty Advisor (10%)

Participation Scorecards

The participation scorecards will assess each school against the five core values of the JDC West Business Competition: Empowerment, Connectivity, Professionalism, Energy, and Remarkable Quality. Every scorer will be required to rate each school on a scale of one to four, with four being the highest, against the core values. Scorecards will be available for submission online by following a link that is distributed by the Organizing Committee. If the assessor does not have access to a smartphone, tablet, or laptop during the scorecard 13

In a shared position (i.e. Co-VP), only a single vote will be accepted



rating period, paper-based scorecards will be made available that can be handed in to an Organizing Committee member. Scores will be tallied for each school throughout the weekend, and will be ranked from first to last place. Teams will receive a pro-rated score out of a total of 3.00% based on their ranking. If more than one school ties for a certain placement, they will receive the average of their pro-rated scores. Please refer to Appendix 8 for the full Qualitative Participation Scorecard.

8. Team Deadlines

Overview

1.00% of a school’s total score is based solely on meeting specific deadlines. If a team misses a deadline, an appropriate deduction from this 1.00% allotment will be made. These deadlines include, but are not limited to, the following list:

Item Deadline

Submit Chillin’ for Charity date and community involvement declaration forms to VP Human Resources

October 1

Team online registration due ● Delegates that are registered by this deadline are the delegates that must

compete at the competition itself ● Captains must disclose any proposed delegation exceptions at this time

14

October 30

Athletic substitution names due to VP Athletics (two male and two female) October 30

First half of delegate fees due November 15

Travel information due November 15

Rooming list due to VP Hotel Relations November 15

Final date to host Chillin’ for Charity November 30

Nomination for Faculty Advisor of the Year due December 1

Opening Ceremonies introduction video due to VP Events December 1

14

Any special circumstances presented after this deadline will be at the discretion of the Organizing Committee, and could result in penalties.



Hospitality Suite requirements due to VP Events December 1

Swag Swap and Skit Night requirements due to VP Events December 1

Delegate credit card information due to VP Hotel Relations December 10

Audio track due to VP Gala December 10

Second half of delegate fees due December 15

Deadline for team changes (special circumstance only) ● Must be approved by the OC

December 15

Community involvement totals due to VP Human Resources January 1

Faculty Adviser of the Year and Executive of the Year nominations due January 1

Exact point deductions occur at the discretion of the Organizing Committee subject to approval by the Board of Directors. The important deadlines that carry larger deductions are highlighted in grey. All deadlines are at 11:59 p.m. in the time zone of the host school. All documents sent via mail must be postmarked on the due date.



Section Two: Policies + Processes

1. School Invitation Policy

Overview

Each year, eight to twelve schools are invited to attend and compete in the upcoming JDC West Business Competition. These invitations are sent out by the Board of Directors in February following the previous competition, and are delivered directly to the school’s outgoing Captains, Faculty Advisor, and Faculty Dean.

Receiving an Invitation

In order to receive an invitation to compete, eligible schools must fall into one of the following categories:

1. School in good standing that competed in the previous competition15; or 2. School that has successfully applied and is going through the application process.

If a school does not receive an invitation, they are invited to send observers to the competition. Schools that are not invited to the upcoming competition will receive formal communication from the Board of Directors with suggested next steps, and are encouraged to submit a formal application to attend in the next year. For more information about the application process, please refer to the New School Application Process.

2. JDC West Branding Policy

Overview

JDC West has a Style Guide16 that aims to help the JDC West community utilize and understand the proper branding for the organization. All advertising and marketing materials, including Internet and electronic marketing, that incorporate the JDC West logo must be approved by the JDC West Organizing Committee. A JDC West representative - typically the VP Marketing - will assess, as appropriate, each request to ensure accurate branding and quality control. The JDC West brand reflects JDC West’s core values, mission, and vision statements. The brand guidelines should be consistent year-over-year to ensure brand continuity.

15 Has not placed in the bottom three of the School of the Year category for three years consecutively. 16

Any proposed changes to the overall brand of JDC West that will affect future competition years needs to be presented to the Board of Directors for approval.



Please contact the Organizing Committee to obtain access to the JDC West Style Guide.

3. School Colours Policy

Each school has an assigned colour.17 The following list of colours has been created to help regulate the colour of the swag each school chooses to wear. The purpose is to prevent two or more schools from looking too similar upon arrival to JDC West and to help make it easier to judge participation. Please note that the primary colour noted must encompass at least 75% of your school’s gear, whereas the secondary colour cannot be more than 25% of your gear. If the team colours are not followed the Organizing Committee will take appropriate action in respect of the teams that followed their colour schemes.

School Primary Colour (>75%) Secondary Colour (<25%)

British Columbia Institute of Technology Maroon White

Simon Fraser University Red Black

University of Alberta Black Forest Green

University of British Columbia Royal Blue Yellow

University of British Columbia Okanagan White Royal Blue

University of Calgary Grey Red

University of Lethbridge Orange White

University of Manitoba Yellow Black

University of Northern British Columbia Dark Green Gold

University of Regina Navy Gold

University of Saskatchewan Green White

University of Victoria Red White

University of Winnipeg Purple Black

Organizing Committee Turquoise Black

Volunteers Highlighter Yellow Black

17

Ideally, no two schools can have the same primary colour.



If a school wishes to change their colours, a formal request must be sent in to the Organizing Committee that complies with this policy. The final recommendation will be approved by the Board of Directors.

4. School Cheers Policy

Schools may only possess two distinct cheers that are deemed appropriate by the OC and Board of Directors. Schools must submit their proposed cheers to the OC with final approval from the Board of Directors no later than the JDC West Logistics Conference. All cheers must uphold the JDC West brand and be both appropriate and professional.

5. Academic Competition Process

Step One: Isolation

All academic competitors will enter isolation before any academic team starts presenting its presentation. Teams that arrive late for isolation will be subject to JDC West’s Dispute Resolution Policy. If any member of a school team is absent or late to check-in, the two present members are allowed to check-in and compete, and the third member will not be allowed to check-in or compete. In this event, the third member will not be allowed to check-in or compete. If any two members of a school team are absent or late to check-in, that school team shall not be allowed to compete for that individual case and will be disqualified.

All competitors are required to wear their delegate identification in isolation. Delegates unable to produce the required identification are not permitted to enter isolation and will be disqualified.

Delegates cannot bring personal items into isolation unless medically required.

Academic teams are permitted to bring a maximum of three calculators. Only calculators with reset buttons will be permitted.

At check-in, a volunteer will take a photo of each academic case team.

Teams will be asked to acknowledge and confirm they understand the consequences of violating the Competition Handbook which include: reprimand from the JDC West Captains and Organizing Committee, disqualification from JDC West, dismissal from JDC West, reprimand from the host school as well as the school of the team in question and/or a loss of participation points.

Step Two: Resolution

Each resolution room will have the following materials available for use: o Three copies of the case with appropriate appendices; o One computer with Microsoft Office (Word, Excel and PowerPoint);18 o Stationery (pens and paper);

18

Note that Internet and network access will be restricted on all computers



o One USB flash drive; o All tax case teams will be provided with a non-annotated Income Tax Act (Canada).

Teams may receive additional case information up to two hours into the case resolution period. After this point, no new information shall be presented to the competing teams.

Teams have a three-hour time limit to prepare a maximum 20-minute presentation. In the event of a legitimate technical malfunction, competitors should report the issue to the case volunteer as soon as it occurs. No extra time will be allotted to case resolutions in the event of technical difficulty.

Step Three: Presentation

A volunteer will escort each academic team from their resolution room to the printing station, where a volunteer will print the team’s presentation for the judges.

In this transit time, talking and other forms of communication between academic delegates with any external party is prohibited. Those found to be talking will be given a warning and then will be subject to JDC West’s Dispute Resolution Policy.

Presentations will only begin once the judging panel, volunteer timekeeper, and audience are ready to proceed. Competitors should not enter the presentation room until the judging panel, volunteer timekeeper, and audience have already entered.

Every team is allocated a maximum of 20-minutes to present its case solution to the judges and each team member must speak for at least one minute during the presentation for the team to receive a score. Timing will begin once the first competitor begins presenting. All teams will be stopped at the 20-minute mark.

A “10-minute remaining” warning will be issued at the 10-minute mark of the presentation (13-minute mark for Entrepreneurship), followed by a five-minute, two-minute, one-minute, and 30-seconds warning signs. The final 10-seconds will be counted down silently by the timekeeper’s fingers. At the end of the 20 minutes (23 minutes for Entrepreneurship), a “STOP” sign will be issued and the volunteer will ask the competitors to stop their presentation.

Delegates and audience members associated with competing schools are forbidden from revealing - explicitly or implicitly - a school’s identity in any of the presentation rooms at any time.

Step Four: Question Period

The judging panel will be allowed a five-minute question period.

At the four-and-a-half-minute mark, the delegates will be given a 30-second warning. Judges are prohibited from asking any additional questions after the thirty 30-warning, which will be identified by a knock on the table.

At the five-minute mark, the timekeeper volunteer will prevent any communication between judges and competitors.



Step Five: Feedback Period

All teams must attend a 30-minute feedback period at the end of their respective presentation day.

This period is a one-way information session where judges will reflect on the expectations they had for competitors and general areas for improvement. Competitors may not ask questions or provide any response.

6. Debate Competition Process

Step One: Isolation

Debate delegates must turn over any personal items, such as cell phones, when they enter isolation. Teams that arrive late for isolation will be subject to JDC West’s Dispute Resolution Policy. During the escorted time between isolation and resolution, communication between any participants is strictly prohibited.

Step Two: Resolution

Debate delegates will receive an envelope containing the details of their side as well as the proposed bill. Debate teams are given a 30-minute resolution period in which to prepare cases based on the given debate resolution. For those teams that advance to the semi-finals and finals, there is a 45-minute resolution period. Debater delegates are provided with pens and paper but are not be allowed access to any type of outside information (e.g. textbooks, computers, newspapers, etc.) or personal items.

Once the resolution period is over, teams will be asked to place all of their notes and writing utensils back into the envelope, and then will be escorted to the presentation room by a volunteer.

In this transit time, talking and other forms of communication between debate delegates with any external party is prohibited. Those found to be talking will be given a warning and then will be subject to JDC West’s Dispute Resolution Policy.

Upon entering the presentation room, envelopes will be returned to the teams and debate delegates will be free to use their notes throughout the duration of the debate.

7. JDC West Scoring Tabulation Process

The aim of the JDC West Scoring Tabulation Process is to normalize academic and debate scores to a particular judge’s average score. From the scoring model, an average judge’s score and standard deviation are determined, and based on these calculations, every school is assigned a z-score which is used to determine placements from first to last place.



8. JDC West Business Competition Bidding to Host Process

Process Overview

Key Dates and Deadlines

JDC West Transition Conference | Late March/Early April

The JDC West Transition Conference focuses primarily on the transition of outgoing Captains to incoming Captains, and serves as an introduction to the current JDC West Organizing Committee. This is an optional conference for bidders to attend, however, it provides an opportunity to meet the Captains and build an understanding of the OC’s role in hosting JDC West. It is also the first conference that the new OC will host after being selected. If you are interested in attending this conference as a potential bidder, please contact the current JDC West OC, and copy the Board of Directors at [email protected], no later than March 1 for registration and accommodation information.

Preliminary Intent to Bid | Due June 1

This deadline is solely to express interest in bidding for JDC West. The intent can be submitted in the form of an email to the Board of Directors at [email protected] that addresses, at a high level, how you intend to advance the JDC West’s 10-year vision through hosting the competition. It is recommended that before sending this email, you have received support from your current JDC West Captain(s), your Dean, and key community stakeholders. It is also required that your school be in good standing with the JDC West organization.

March 1: Deadline to

register for JDC West Transition

Conference

Late March/Early

April: JDC West Transition

Conference

June 1: Preliminary

Intent to Bid Due

July 1: Formal Bid to

Host Due

July 15: Feedback

Received from Board

End of August: JDC West Logistics

Conference

September 15: Bid Selection

Communicated





Formal Bid to Host JDC West | Due July 1

Each bid committee must submit their official bid electronically by July 1. The bids will be evaluated based on how they will advance the JDC West 10-year vision, as well as the planning and logistical elements, which should include at minimum the following information:

Host school of the bid committee;

Name of the bid committee representative(s), contact information, and resumes;

Proposed dates of the JDC West Business Competition;

Proposed budget, outlining revenues and expenses for the competition;

Proposed delegate fee for JDC West;

Evidence of venue and pricing quotes with key venues, including the school and the hotel;

Proposed competition theme;

Three potential athletic options for review, and associated team composition;

Preliminary letters of support from key stakeholders and potential sponsors (if available);

Any other unique, new, or modified ideas for consideration that align with the 10-year vision; and

Must clearly state any known restrictions to the competition due to logistics, financials, sponsorship, or host school involvement. This could include; logistical separation of universities (i.e. multiple hotels), travel times during the competition longer than 30 minutes each way (excluding transportation to and from the airport, bus stop, etc.), limitations on the number of teams eligible to fly/drive, or behavioural requirements mandated by the host school.

Please note that any proposed changes to the Competition Handbook will be considered only as recommendations and will require formal approval by the JDC West Board of Directors. Additionally, bid committees are forbidden from entering into contracts prior to receiving the bid. The Board of Directors is available to answer questions and provide information to the bid committees prior to June 15. The Board will review all formal bid submissions and will communicate any questions or concerns with the bid proposal by July 15. Please note that at this stage, if a bid is deemed to be inadequate based on failure to meet the criteria stated above, the Board of Directors have the authority to exclude bids from going through to the next phase. The Board of Directors will lead the bid selection in consultation with school Captains and key stakeholders.

JDC West Logistics Conference | End of August

All qualifying bid committees are expected to attend the JDC West Logistics Conference – held on either the third or fourth weekend of August – to deliver a 20-minute bid presentation followed by a 20-minute question and answer period facilitated by the External Co-Chair. Bid committees are welcome to provide supporting documentation to the audience, and committees will not be permitted to observe competing bid presentations. All presentations will be presented to an audience comprised of members of the JDC West Board of Directors, Organizing Committee, and team Captains on the first day of the conference.



On the second day of the conference, bid committees will return for a final 20-minute question and answer period. Once again, bid committees will not be permitted to observe competing bid question periods. Throughout the JDC West Logistics Conference, bidders are encouraged to attend sessions to gain an understanding of how JDC West conferences are run, as well as to gain a better understanding of the competition, Captains, and Organizing Committee. Note that throughout the weekend bidders are there strictly to observe. If bidders are current delegates intending to compete at the upcoming JDC West, there may be moments when they must leave the room due to confidential topics being discussed.

Bid Selection | September 15

On the second day of the conference, following the second question period, the Board of Directors will consult with school Captains and receive their recommendation. The Board of Directors will notify all bid committees of the outcome of their bid by September 15. At that point, the successful bid committee can commence Organizing Committee selection and planning for the Competition. In the case that there is no satisfactory bid committee, the Board of Directors will issue a call for more bids following the September 15 deadline to be reviewed in November.

9. New School Application Process

Business schools that have not previously competed at the JDC West Business Competition must successfully undergo the following three-year application process to be formally invited as a competing school:

Year One: Invitation to send an observing delegation

Year Two: Invitation to send a half delegation, following Board approval

Year Three: Invitation to send a full delegation, following Board approval

Key Dates + Deadlines

Observing Delegation Request Deadline | October 15 (Year One)

Any post-secondary degree granting institution in Western Canada that meets JDC West’s school eligibility requirements (as outlined in the Eligibility Rule) is able to send an observing delegation to JDC West. All requests to send an observing delegation should be sent by email to the JDC West Board of Directors at [email protected] by October 15 - four months prior to the upcoming competition. Observing delegations consists of two to three students and a faculty member, all of which must pay registration fees to attend.

mailto:[email protected]



Formal School Application Deadline | February 15 (Year Two)

After attending JDC West with an observing delegation, the next step is for the school to submit a formal school application. This application should be submitted electronically to the Board no later than February 15 - approximately one month after attending the competition as observers. Formal school applications should be submitted in PDF format, and should include at a minimum the following information:

Number of full-time students in the Faculty broken out by Bachelor, Certificate, and Diploma programs;

Previous school experience, if any, at other case competitions;

Other student activities/clubs/programs offered by the School that could potentially compete with JDC West for student involvement;

Description of school alumni involvement/engagement;

Written support from the School’s Dean and Student Society President;

Profile/curriculum vitae of the Faculty Advisor that will work with the team;

Proposed structure of the School’s JDC West team;

Proposed JDC West program that would be implemented leading up to the competition to prepare delegates; and

Proposed budget, including both revenues and expenses. Schools will be notified no later than February 28 on the outcome of their application, and will be assessed by the Board of Directors based on the following criteria19:

Criteria Definition

Formal School Application Submitted an application by the deadline that addresses the criteria outlined in this Process

Degree Granting Post-Secondary institution

Application is received from a school that is a degree-granting university or polytechnic in Western Canada

Separate Business Faculty Application is received from a school that has an independent business, commerce, administration, or management faculty that offers a Bachelor’s degree

Longevity of Offering School has met the stated criteria for a minimum of three years

Location of School JDC West strives to have a balanced representation from across Western Canada

School Programming and Support

School offers formal classes and/or has access to resources and/or external community support for all academic case disciplines, debate competition, social

19

This is intended to be used as guidelines for assessing applications, and is not exclusive to the criteria that could be used in the assessment



competition, and athletic competition

Alignment with JDC West’s 10-Year Vision

Application demonstrates an understanding and alignment with the vision, mission, and values of JDC West, and clearly demonstrates the school promoting and furthering these elements if invited to compete

Eligible Student Population

School has outlined the number of eligible students to compete in JDC West, and is confident that filling a full delegation based on these students is achievable

Half Delegation at JDC West | January (Year Two)

If a school is successful following their formal application, they will be invited to send a half delegation to the upcoming JDC West Business Competition. One or two Captains will need to be identified, who will attend the Transition Conference (March) and Logistics Conference (August) leading up to the competition. The school will also select a delegation of 29-34 delegates, comprised of the following:

One/two Captains 1-2 students20

One/two Godparents21 1-2 student or alumni

One Faculty Advisor 1 faculty member

One accounting team 2-3 students

One business strategy team 2-3 students

One entrepreneurship team 2-3 students

Two other academic teams22 4-6 students

One debate team 3-4 students

One social team 4 students

One athletic team 8 students Competing teams will have the ability to place in all competing areas, including Faculty Advisor of the Year, Executive of the Year, Participation, and Community Involvement areas.

Formal Evaluation | March (Year Two)

Following the school competing as a half delegation, the Board of Directors and the school will complete a formal evaluation. This evaluation will outline the key successes and challenges that the school experienced leading up to and during the competition. Following this review, the Board will conclude whether the school is well suited to be invited to send a full delegation in the following year.

20

All students in the delegation must comply with the eligibility criteria outlined in the Eligibility Rule. 21

The total number between Captain(s) and Godparent(s) cannot exceed three. 22

To be selected by the school, and must be communicated to the Organizing Committee by August 1



Full Delegation | January (Year Three)

If the school is successful following the formal evaluation period, they will be invited to send a full delegation to the upcoming JDC West, and will become susceptible to the structure as outlined in this Competition Handbook and the School Invitation Policy.

10. Dispute Resolution Process

Overview

JDC West relies on its exceptional levels of integrity and honesty in order to achieve its mission and 10-year vision. This process provides a set of guidelines and protocols for individuals to follow when they identify situations absent of our core values.

What is a ‘whistleblower’?

A whistleblower is an individual or group associated with JDC West who reports an instance of dishonesty or other wrongdoing to a higher authority. All whistleblowers will remain anonymous.

What defines wrongdoing or acts of dishonesty?

Wrongdoing and acts of dishonesty are defined as an individual, team, Captain, Godparent, Faculty Advisor, Organizing Committee member, volunteer, or judge purposely partaking in acts that are prohibited by the JDC West Competition Handbook. It is the responsibility of every attendee to understand which acts are prohibited. Some acts of dishonesty may include, but are not limited to:

Bringing in or using any resource or media source that contains prohibited information (i.e. USBs, textbooks, manuals, cheat sheets, laptop, digital devices, etc.) to isolation or resolution;

Bringing any media (cellphones, pagers, smartphones, walkie-talkies, laptops, netbooks, etc.) that may promote contact with sources outside of the resolution room (other students, delegates, Captains, judges, etc.); and

Enabling or assisting any delegate, judge, volunteer, Organizing Committee member, Captain, or Godparent to commit any of the above actions.

Process

To maintain individual team integrity and to prevent slander or misinformation, the following actions must be carried out in the order specified below to report an infraction:

1. Immediately fill out a detailed witness report in confidence23; 2. Personally hand in the witness report to an Organizing Committee member; 3. Complete an oral interview should it be requested at the time; 4. Keep the details of the incident confidential from any other party;

23

Witness Reports can be obtained from any Organizing Committee member, volunteer, or Captain.



5. Organizing Committee will rule on the legitimacy of the claim, issue a penalty if required, and contact the Captain(s) of the accused team to meet as soon as possible;

6. After the penalty is issued, the Captain(s) of the affected team will have ninety minutes to issue an appeal to the Board of Directors if warranted; and

7. If an appeal is issued, the Board of Directors will rule on whether the penalty stands or is reversed.

All witness reports must be received by 3:00 p.m. on the final day of JDC West, and appeals received by 4:30 p.m. on the final day. If a witness report is being submitted against the Organizing Committee, it should be submitted directly to the Board of Directors for action. Note that any ruling made by the Board of Directors is considered final.

Appeal Process

An appeal may be filed if the party/parties affected have a sincere belief that the Organizing Committee rendered its decision while ill-informed or if a communication error has taken place. It is advised that teams only file an appeal if they truly feel the precedence that it is filed under is relevant. Appeals that are deemed irrelevant by the Organizing Committee or Board of Directors after a final decision is made may result in a negative scoring. Before appeals are made, teams may request access to the original witness report.

Penalties

The Organizing Committee and/or Board of Directors is responsible for deciding which penalties will be given on a case-by-case basis. The decision made is final, and penalties must be fulfilled. Penalties may include, but are not limited to:

Reprimand from the Co-Chairs;

Apology to relevant stakeholder;

Scoring penalties;

Expulsion of team;

Lost opportunity to win School of the Year;

Elimination of school at JDC West; or

Legal action by the JDC West organization. Penalties will be decided upon based on the severity of the wrongdoing or act of dishonesty. Please refer to Appendix 9 for the Witness Statement Form.



11. Incident Reporting Process

Overview

JDC West Incident reports exist to provide an opportunity for delegates, Captains, Godparents, Faculty Advisors, volunteers, Team Ambassador, Organizing Committee member, or other individuals to document incidents that may occur throughout the weekend for future reference. These incidents should not have a potential scoring penalty associated with them (please refer to the Dispute Resolution Process). Examples of situations that should be documented on an Incident Report would include an injury that takes place in an athletic competition or a process error that happened that is recommended be corrected for a future year (i.e. a USB failure, etc.). Incident Reports can be obtained from any Organizing Committee member, volunteer, or Captain, and should handed in to an Organizing Committee member. Please refer to Appendix 10 for a copy of the Incident Report Form.

12. Executive of the Year Selection Process

Overview

The purpose of the Executive of the Year Award is to recognize the efforts of exemplary team Captain(s). Submissions should be sent in the form of a letter detailing why the nominated Captain(s) deserve the award, should be completed by the team Captain(s), and should be sent to the Organizing Committee Chair(s) by December 1st. This award is solely for recognition purposes and does not count toward the overall score for JDC West School of the Year. The recipient(s) will be selected by the OC based on the submissions received.

13. Faculty Advisor of the Year Nomination Process

Overview

The Faculty Advisor Award recognizes the faculty member that has demonstrated exemplary commitment and dedication to his/her team. Submissions should be sent in the form of a letter detailing why the nominated Faculty Advisor deserves the award, should be completed by the team Captain(s), and should be sent to the Organizing Committee Chair(s) by December 1st. This award is solely for recognition purposes and does not count toward the overall score for JDC West School of the Year. The recipient will be selected by the OC based on the submissions received.



14. Academic School of the Year Selection Process

The Academic School of the Year award recipients is quantitatively selected based on the school that places the highest overall in all academic case and debate competitions. Recognition will be awarded for first, second, and third place schools in this area.

15. School of the Year Selection Process

Overview

This award recognizes the overall competitiveness of each school and takes into account points rewarded in every competition at JDC West. The school that wins this title exemplifies the spirit, competition and camaraderie of JDC West by considering overall scores in the ten academic cases, debate competition, athletic competition, social competition, community involvement, participation, and meeting team deadlines. Points are allocated as follows:

School of the Year Point Allocation

Academics Competition 67.69%

Accounting Business Strategy Business Technology Entrepreneurship Finance Human Resources International Business Marketing Not-for-Profit Taxation

6.769% 6.769% 6.769% 6.769% 6.769% 6.769% 6.769% 6.769% 6.769% 6.769%

Debate Competition 6.77%

Athletics Competition 6.77%

Social Competition 6.77%

Community Involvement 2.00%

Participation 9.00%

Team Deadlines 1.00%

Total 100.00%



Non-Linear Scoring by Rank

Teams shall receive overall competition points based on the final rankings of each competition discipline. The final ranking breakdown for each placement is listed below, and will vary slightly depending on the number of eligible schools competing in the competition area. This non-linear approach provides a greater reward for teams finishing in the top three while creating a larger drop off for the teams at the bottom, and brings the middle teams closer together in the scores that they receive to reflect the decreased differentiation that typically occurs in that range of teams. 12 Eligible Schools 11 Eligible Schools 10 Eligible Schools 9 Eligible Schools 8 Eligible Schools

Rank Score Rank Score Rank Score Rank Score Rank Score

1st

6.77% 1st

6.77% 1st

6.77% 1st

6.77% 1st

6.77%

2nd

5.82% 2nd

5.69% 2nd

5.55% 2nd

5.42% 2nd

5.28%

3rd

4.94% 3rd

4.74% 3rd

4.54% 3rd

4.33% 3rd

4.13%

4th

4.27% 4th

3.99% 4th

3.72% 4th

3.79% 4th

3.79%

5th

3.72% 5th

3.66% 5th

3.52% 5th

3.39% 5th

3.05%

6th

3.45% 6th

3.39% 6th

3.39% 6th

2.98% 6th

2.64%

7th

3.32% 7th

3.11% 7th

3.05% 7th

2.44% 7th

1.49%

8th

3.05% 8th

2.78% 8th

2.23% 8th

1.35% 8th

0.00%

9th

2.50% 9th

2.03% 9th

1.22% 9th

0.00%

10th

1.83% 10th

1.08% 10th

0.00%

11th

0.95% 11th

0.00%

12th

0.00%

16. Score Normalization Process

The JDC West Business Competition uses a normalization process for all case and subjective participation scores. The overall JDC West scorecard determines each judge’s average score, and the standard deviation is determined. Each team’s z-score is then summed and schools are ranked accordingly.

JDC West Competition Handbook | Appendices


Appendix 1: Academic Scorecards

JUDGE NAME

A B C D E F TEAM LETTER

G H I J K L

BUSINESS STRATEGY HUMAN RESOURCES INTERNATIONAL BUSINESS COMPETITION

MARKETING BUSINESS TECH NOT-‐FOR-‐PROFIT

OUTSTANDING | EXCELLENT ABOVE AVERAGE | GOOD AVERAGE | FAIR BELOW AVERAGE | POOR

! Primary and secondary issues clearlyidentified and defined

! Issues of critical importance arespecifically mentioned

! Critical insights discussed with limited caserepetition

! Identified more than 85% of key issues

! Primary issues identified and defined! Some secondary issues identified and

addressed! Case discussion summarized effectively with

limited case repetition! Identified more than 50% of key issues

! Some primary issues identified but notadequately addressed

! Limited secondary issues identifiedand/or addressed

! Adequate discussion of case details, butcase repetition is obvious

! Identified 50% of key issues

! Primary issues not identified! Secondary issues not identified! Case facts simply repeated! Identified less than 50% of key issues

PROBLEM IDENTIFICATION

How well have the issues been identified by the team?

SCORE: ______ /15 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Strong understanding of the industry,customer and organization

! Qualitative and/or quantitative analysisused and supported effectively

! Implications and risks identified andeffectively discussed

! Basic understanding of the industry,customer and organization

! Qualitative and/or quantitative analysis usedadequately and supported with limitedevidence

! Implications and risks identified and brieflydiscussed

! Limited understanding of the industry,customer and organization

! Qualitative and/or quantitative analysismethods used but not supported withcase evidence

! Implications and/or risks identified anddiscussed

! No understanding of the industry,customer or organization

! Qualitative and/or quantitative methodsused, but are hard to follow and notsupported with evidence

! Implications and risks not discussed

ANALYSIS

Has the team demonstrated their analysis of the issues?

SCORE: ______ /20 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Recommendations follow a logicalsequence and address all issues identified

! Supporting evidence used effectively! Recommendations are feasible, realistic

and tailored to the organization ! Alternative solutions identified and

discussed; selection criteria and processwere identified

! Recommendations are unique, persuasiveand creative

! Recommendations follow a logical sequenceand address most issues identified

! Supporting evidence used! Recommendations are feasible and realistic

but not tailored to the organization ! Alternative solutions identified and

discussed, but no selection process or criteriawere identified

! Recommendations are somewhat unique,creative, and mostly persuasive

! Recommendations do not addressissues previously identified

! Little supporting evidence! Recommendations are feasible or

realistic but not tailored to theorganization

! Alternative solutions identified andbriefly discussed, but no selectioncriteria or process were identified

! Recommendations are somewhatpersuasive but not unique and leavequestions unanswered

! No recommendations provided ORrecommendations were not feasible

! No supporting evidence! Recommendations not feasible or

realistic and not tailored to the organization

! Alternative solutions not identified andnor discussed

! Recommendations are not unique norpersuasive and leave many questionsunanswered

STRATEGIC RECOMMENDATION

Does the team provide a viable solution to address the key issues

in the case?

Are the recommendations persuasive and well thought out?

SCORE: ______ /20 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

Ac

ademic Scorecard

! Comprehensive timeline and actionable planto execute the recommendations

! Possible risks and mitigations discussedeffectively

! Possible costs identified and justifiedpersuasively

! Theme creatively and seamlesslyincorporated, directly supporting the overallstrategy and implementation

! Overall strategy is clear

! Clear timeline and actionable plan to executethe recommendations

! Possible risks and mitigations discussedadequately

! Possible costs identified and justified! Theme identified to a degree, generally

supporting overall strategy andimplementation

! Presented with little ambiguity as to how theoverall strategy will be implemented

! Unclear timeline and/or plan is notactionable

! Possible risks identified but mitigationnot discussed

! Possible costs identified but not justified! Theme incorporated but in a generic or

clunky way, not in direct support ofoverall strategy

! Loose understanding of how to actionsome aspects of strategy

! No timeline provided! Risks not discussed! Costs not identified! Theme not incorporated OR

incorporated separately from overallstrategy

! Little emphasis given to specific actionplan and tasks required to achieveoverall strategy

IMPLEMENTATION

Does the team provide realistic and comprehensive plans to

implement their recommendations?

SCORE: ______ /25 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Responses during the Q&A period arebalanced and transitions between teammembers are smooth

! Questions are answered accurately and areconsistent with recommendation

! Team is persuasive in their response andeffectively defends their recommendation

! Most of the team participates in the Q&Aperiod

! Most questions answered accurately andconsistent with recommendation

! Team members are convincing in theirresponse and defend their recommendationadequately

! Some of the team participates in theQ&A period

! Some questions answered accurately,but some answers are not consistentwith recommendation

! Team members are somewhatconvincing in their response andattempt to defend theirrecommendation

! Team hesitates in attempting to answerquestions and/or one team memberdominates the Q&A period

! Questions have not been answeredaccurately or consistently with therecommendation provided

! Team members appear scattered andunprepared to defend theirrecommendation

Q&A MANAGEMENT

Does the team effectively answer the questions posed?

SCORE: ______ /10 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Entire team is poised, dressed professionallyand exemplifies confidence

! All members contribute and use clear voiceswith effective volume, pace and tone

! Effective body language including confidenteye contact used to actively engage audience

! Effective use of professional slides whichflow in a logical sequence and containminimal (if any) grammatical and/or spellingerrors

! Generally the team is poised, dressedprofessionally and exemplifies confidence

! All members contribute and use clear voiceswith appropriate volume, pace and tone

! Body language including eye contact used tokeep interest of audience

! Appropriate use of high quality slides whichflow in a logical sequence and contain fewgrammatical and/or spelling errors in slides

! Team displays limited poise andconfidence but is dressed professionally

! Most members contribute and useadequate volume and tone, pace isrushed or sluggish

! Distracting body language includinglimited eye contact

! Minimal reference to slides, which arevisually adequate and contain manyerrors that distract from presentation

! Team displays nervousness,unprofessional dress and a lack ofconfidence

! Not all team members spoke and/orused ineffective volume, pace and tone

! Body language including minimal eyecontact does not keep the interest ofaudience

! Team reads from slides which arevisually unappealing and contain manyerrors

DELIVERY AND PRESENTATION

Does the delivery and presentation enhance the overall effectiveness of the

presentation?

SCORE: ______ /10 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

ADDITIONAL COMMENTS: TOTAL SCORE:

______ / 100

JUDGE NAME

A B C D E F TEAM LETTER

G H I J K L

COMPETITION ACCOUNTING FINANCE TAXATION


! Primary and secondary issues clearlyidentified and defined

! Issues of critical importance arespecifically mentioned

! Critical insights discussed with limited caserepetition

! Identified more than 85% of key issues

! Primary issues identified and defined! Some secondary issues identified and

addressed! Case discussion summarized effectively with

limited case repetition! Identified more than 50% of key issues

! Some primary issues identified but notadequately addressed

! Limited secondary issues identifiedand/or addressed

! Adequate discussion of case details, butcase repetition is obvious

! Identified 50% of key issues

! Primary issues not identified! Secondary issues not identified! Case facts simply repeated! Identified less than 50% of key issues

PROBLEM IDENTIFICATION

How well have the issues been identified by the team?

SCORE: ______ /15 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Strong understanding of the industry,customer and organization

! Qualitative and/or quantitative analysisused and supported effectively


! Basic understanding of the industry,customer and organization

! Qualitative and/or quantitative analysis usedadequately and supported with limitedevidence

! Implications and risks identified and brieflydiscussed

! Limited understanding of the industry,customer and organization

! Qualitative and/or quantitative analysismethods used but not supported withcase evidence

! Implications and/or risks identified anddiscussed

! No understanding of the industry,customer or organization

! Qualitative and/or quantitative methodsused, but are hard to follow and notsupported with evidence


ANALYSIS

Has the team demonstrated their analysis of the issues?

SCORE: ______ /25 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Recommendations follow a logicalsequence and address all issues identified

! Supporting evidence used effectively! Recommendations are feasible, realistic

and tailored to the organization ! Alternative solutions identified and

discussed; selection criteria and processwere identified

! Recommendations are unique, persuasiveand creative

! Recommendations follow a logical sequenceand address most issues identified

! Supporting evidence used! Recommendations are feasible and realistic

but not tailored to the organization ! Alternative solutions identified and

discussed, but no selection process or criteriawere identified

! Recommendations are somewhat unique,creative, and mostly persuasive

! Recommendations do not addressissues previously identified

! Little supporting evidence! Recommendations are feasible or

realistic but not tailored to theorganization

! Alternative solutions identified andbriefly discussed, but no selectioncriteria or process were identified

! Recommendations are somewhatpersuasive but not unique and leavequestions unanswered

! No recommendations provided ORrecommendations were not feasible

! No supporting evidence! Recommendations not feasible or

realistic and not tailored to the organization

! Alternative solutions not identified andnor discussed

! Recommendations are not unique norpersuasive and leave many questionsunanswered

STRATEGIC RECOMMENDATION

Does the team provide a viable solution to address the key issues

in the case?

Are the recommendations persuasive and well thought out?

SCORE: ______ /20 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

Ac

ademic Scorecard

! Comprehensive timeline and actionable planto execute the recommendations



! Theme creatively and seamlesslyincorporated, directly supporting the overallstrategy and implementation


! Clear timeline and actionable plan to executethe recommendations


! Possible costs identified and justified! Theme identified to a degree, generally


! Presented with little ambiguity as to how theoverall strategy will be implemented

! Unclear timeline and/or plan is notactionable

! Possible risks identified but mitigationnot discussed

! Possible costs identified but not justified! Theme incorporated but in a generic or


! Loose understanding of how to actionsome aspects of strategy

! No timeline provided! Risks not discussed! Costs not identified! Theme not incorporated OR

incorporated separately from overallstrategy

! Little emphasis given to specific actionplan and tasks required to achieveoverall strategy

IMPLEMENTATION

Does the team provide realistic and comprehensive plans to

implement their recommendations?

SCORE: ______ /20 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Responses during the Q&A period arebalanced and transitions between teammembers are smooth

! Questions are answered accurately and areconsistent with recommendation

! Team is persuasive in their response andeffectively defends their recommendation

! Most of the team participates in the Q&Aperiod

! Most questions answered accurately andconsistent with recommendation

! Team members are convincing in theirresponse and defend their recommendationadequately

! Some of the team participates in theQ&A period

! Some questions answered accurately,but some answers are not consistentwith recommendation

! Team members are somewhatconvincing in their response andattempt to defend theirrecommendation

! Team hesitates in attempting to answerquestions and/or one team memberdominates the Q&A period

! Questions have not been answeredaccurately or consistently with therecommendation provided

! Team members appear scattered andunprepared to defend theirrecommendation

Q&A MANAGEMENT


SCORE: ______ /10 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:




! Effective use of professional slides whichflow in a logical sequence and containminimal (if any) grammatical and/or spellingerrors




! Appropriate use of high quality slides whichflow in a logical sequence and contain fewgrammatical and/or spelling errors in slides




! Minimal reference to slides, which arevisually adequate and contain manyerrors that distract from presentation


! Not all team members spoke and/orused ineffective volume, pace and tone


! Team reads from slides which arevisually unappealing and contain manyerrors



presentation?

SCORE: ______ /10 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:


______ / 100

JUDGE NAME

TEAM LETTER A B C D E F G H I J K L


! Strong understanding of the industry andmarket potential

! Critical insights into the case are discussedwith limited case repetition

! Qualitative and/or quantitative analysisused and supported effectively withindustry insight


! Basic understanding of the industry andmarket potential

! Critical insight into the market discussedwith some case repetition

! Qualitative and/or quantitative analysis usedadequately and supported with industryinsight

! Implications and risks identified anddiscussed

! Limited understanding of the industryand market potential

! Some insights discussed with moderatecase repetition

! Qualitative and/or quantitative analysisattempted but may not be supportedwith industry insight

! Implications and risks identified andbriefly discussed

! Little to no understand of the industryor market potential

! Missed critical insights; case factssimply repeated

! Minimal analysis methods attempted;little to no data to support claims


OPPORTUNITY IDENTIFICATION &

ANALYSIS

Has the team identified a tangible market opportunity?

SCORE: ______ /15 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Detailed outline of product/service thataddresses opportunity identified

! Product/service is unique and can beprotected against future competitors

! Product/service is definitely somethingthe target consumer/customer would tryand recommend

! Simple outline of product/service thataddresses opportunity identified

! Product/service is unique and could peakcustomer/consumers’ interest

! Product/service is something the target andconsumer/customer may try andrecommend

! Very brief introduction ofproduct/service that addressesopportunity identified

! Product/service has merit and ispositioned somewhat differently frompresent/future competition

! Product/service is something the targetconsumer/customer may try

! Product/service lacks direction OR doesnot capitalize on an opportunity

! Lacks creativity and is not differentiatedfrom competitors in the market

! Product/service is something the targetconsumer/customer would not try

REMARKABLE PRODUCT OR SERVICE

Is the product/service differentiated or have a unique benefit? Is the idea compelling?

SCORE: ______ /15 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Realistic, profitable business modelpresented in detail

! Clearly presented outline of fundsnecessary, operational cash flow, andother necessary financial documentation

! Concept is a great investment opportunitywith a positive financial outcome forinvestors

! Somewhat realistic, profitable, and detailedbusiness model presented

! Some outline of funds necessary; operationalcash flow and other necessary financialdocumented were presented

! Concept looks promising but additionaldetails are required

! Business model has been presented butlacks detail OR lacks realism

! Very loose cash flow breakdown andfinancial structure

! Concept warrants consideration as aninvestment after adjustments tobusiness model

! Limited insight into how business willgenerate revenue and becomeprofitable

! Limited exemplification of cash flows todemonstrate understand of thecompany’s financial performance

! Concept has limited to no investmentpotential

MONETIZATION & BUSINESS MODEL Has the team designed a

profitable sustainable business model? Has the team justified this

opportunity with a detailed financial analysis?

SCORE: ______ /20 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

Entrep

reneurship Scorecard

! Comprehensive “go-‐to-‐market” strategy;timeline and actionable plans for delivery arepresented



! Theme creatively and seamless incorporated,directly supporting overall strategy andimplementation


! Clear timeline and strong actionable plan todeliver product/service are presented


! Possible costs identified and justified! Theme incorporated to a degree, generally


! Presented with little ambiguity as to howoverall strategy will be implemented

! Unclear timeline and/or plan is notactionable to deliver product/service

! Possible risks and mitigations identifiedbut not discussed

! Possible costs identified but not justified! Theme incorporated, but in a generic or


! Loose understanding of how to actionsome aspects of the strategy

! No timeline provided! Risks and mitigations not discussed! Costs not identified! Little emphasis given to specific action

plan and tasks required to achieveoverall strategy

! Theme not incorporated ORincorporated separately from overallstrategy

IMPLEMENTATION

Does the team provide realistic and comprehensive plans to deliver their product/service?

SCORE: ______ /25

25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:

! Responses during unprotected time arebalanced and transitions between teammembers are smooth

! Questions are answered accurately and areappropriate given initial pitch

! Team is persuasive in their response andeffectively defends their product/service

! Team responds quickly and with much detail

! Most of the team participated throughoutunprotected time

! Most questions answered accurately and areappropriate given initial pitch

! Team members are convincing in theirresponse and defend their product/serviceadequately

! Team responds quickly with sufficient detail

! Some of the team participatesthroughout unprotected time

! Some questions answered accurately,but some answers are not alwaysappropriate given initial pitch

! Team members are somewhatconvincing in their response andattempt to defend their product/service

! Team hesitates in attempting to answerquestions and/or one team memberdominates the unprotected time

! Questions have not been answeredaccurately or appropriately given theinitial pitch

! Team members appear scattered andunprepared to defend theirproduct/service

Q&A MANAGEMENT


SCORE: ______ /15

15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:




! Presentation completed within 20-‐23 min! Effective use of professional slides which

flow in a logical sequence and containminimal (if any) grammatical and/or spellingerrors




! Presentation completed within 18-‐23 min! Appropriate use of high quality slides which

flow in a logical sequence and contain fewgrammatical and/or spelling errors in slides




! Presentation completed within time! Minimal reference to slides, which are

visually adequate and contain manyerrors that distract from presentation


! All team members did not speak andused ineffective volume, pace and tone


! Presentation cut noticeably short! Team reads from visually unappealing

slides that contain many errors



presentation?

SCORE: ______ /10 10 9 8 7 6 5 4 3 2 1 0

COMMENTS:


________/100



Appendix 2: Debate Scorecard


Last Updated: September 25, 2017



Appendix 3: Social Scorecard



Social Scorecard

2018 SOCIAL SCORECARD

Spirit

Before, during and after

the challenge

Before OR after, and

during the challenge

Before OR after OR during

the challenge Occasionally Rarely

Are they cheering? Is it spirited? 5 4 3 2 1 Breakdown for Overall Score:

Are they starting cheers/encouraging other

schools? 5 4 3 2 1 60% Challenge Ranking

Is there an overall willingness to participate and

display of a positive attitude? 5 4 3 2 1 35% Challenge-Based Score Card (filled by volunteers each challenge)

Are they engaging positively with other schools

and other JDCW members? 5 4 3 2 1 5% Overall Scorecard (filled out by OC and exec volunteers at end of competition)

Total (out of 20)

Team Work Always Often Sometimes Occasionally Rarely

Did the team work well as a team? 5 4 3 2 1

Are they cooperative and respectful of their

teammates? 5 4 3 2 1

Despite the outcome of the challenge, was there

overall support and a encouragement of

teammates? 5 4 3 2 1

Total (out of 15)

Costumes Outstanding Above Average Average Below Average Low Quality

Are the costumes creative and cohesive as a

team? 5 4 3 2 1

Did the team take a unique perspective on

incorporating the clue? 5 4 3 2 1

Did the team act as and represent a character

behind their costume? 5 4 3 2 1

Are the costumes considerate of the JDC West

values, the safety of the competitor and others? 5 4 3 2 1

Total (out of 20)

/20

/20

/15



Appendix 4: Charity Declaration Form



JDC West Declaration of Charitable Organizations Form

Name of School: Date of Completion: Completed By: Email:

Phone:

Charity #1 Charity #2 Charity #3 Charity #4 Charity #5 Charity #6

All organizations must be registered charities according to the Canadian Revenue Agency

Name of the Organization

As listed on CRA

Registration Number

Contact Name

Contact Title

Telephone

Fax

Email

Mailing Address

http://www.cra-arc.gc.ca/charities/



Appendix 5: Community Involvement Sign-Off Sheets



Appendix 6: Skit Night Scorecard



Skit Night Scorecard

Criteria Score

Costumes + Props ● Every member of team is dressed appropriate for the performance theme; ● Costumes are creative and easily identifiable to skit characters; ● Props were used effectively to supplement the performance; ● Prop conditions were maintained for the entirety of the performance; and ● Teams are dressed in sponsor-appropriate costumes.

/5

Creativity ● Team members recreated a portion of their skit theme in a creative and entertaining

manner; ● Performance is reflective of the assigned skit theme; ● Team members add their own original touch to their performance; and ● The team incorporated the theme of the competition into their performance.

/5

Organization ● Performance flows smoothly from beginning to end; ● Every member of the team has a part to play in the performance; ● Spoken lines and dance steps are remembered by team members; ● Music and or video clips correspond well to the performance; and ● Performance was visibly rehearsed and well put together.

/5

Enthusiasm ● Team members show personality and embody their specific character; ● Team members’ voices were loud and clear enough to understand; ● All team members appeared to be excited to participate in the performance; ● High energy level was displayed through the performance; and ● The team actively worked on getting the audience engaged and enthusiastic during the

performance.

/5

How enjoyable was the performance overall? (5 = Very enjoyable, 1 = Not enjoyable)

/5

Grand Total /25



Appendix 7: Introduction Video Scorecard



Introduction Video Scorecard

Criteria Score

Requirements

Is the length of the video a minimum of 1 minute and a maximum of 2 minutes? (Yes = 5, No = 0)

/5

How well does it fit with the competition theme? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

How appropriate and professional is the video? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

How appropriate and professional is the music in the video? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

Did the whole delegation participate in the video? (Yes = 5, No = 0)

/5

Spirit

How much effort went into the creation of this video? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

How much team, school, and overall spirit did the team show? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

How creative and well thought out is the video? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

How respectful of others is the video? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

How much enthusiasm and intensity did the video have? (Excellent = 5, Good = 4, Average = 3, Below Average = 2, Poor = 1)

/5

Overall

How enjoyable was the video overall? (5 = Very enjoyable, 1 = Not enjoyable)

/5

Grand Total /55



Appendix 8: Qualitative Participation Scorecard



Participation Scorecard Scorer’s Name: ____________________________________________________________

Scoring Category: ☐ OC ☐ Captain ☐ Key Volunteer ☐ Faculty Advisor Scoring Period: ☐ Friday Night ☐ Saturday Night ☐ Sunday Afternoon

Please take a moment to reflect on the participation from each of the competing schools over the period of time as indicated above. Please complete the table below by rating each school as follows: 1 Schools did not consistently demonstrate the core values of JDC West during the scoring period 2 Schools demonstrated some, but not all, of the core values during the scoring period 3 Schools demonstrated the core values during the scoring period 4 Schools exemplified the core values during the scoring period

Core Value #1: Empowerment

The school exhibited excellent camaraderie and team interaction. The school was continuously visible throughout the day.

Core Value #2: Connectivity

The school was genuinely developing relationships with delegates. The school maintained a professional attitude throughout the day.

Core Value #3: Professionalism

The school’s delegates were actively being the best ambassador for their team and school. The school actively listened to instructions to ensure efficiency and timelines of event.

Core Value #4: Energy Alive

The school was actively cheering their own, as well as other schools’, cheers today as appropriate. The school showcased strong school pride throughout the day.

Core Value #5: Remarkable Quality

The school was respectful of the Organizing Committee, volunteers, and other stakeholders of the competition. The school has embraced the concept of JDC West and is contributing to its greater good.



Please provide a ranking from one to four for each of the competing schools:

British Columbia Institute of Technology /4

University of British Columbia /4

University of British Columbia – Okanagan /4

Simon Fraser University /4

University of Victoria /4

University of Northern British Columbia /4

University of Calgary /4

University of Alberta /4

University of Saskatchewan /4

University of Regina /4

University of Manitoba /4

University of Winnipeg /4 Do you have any final comments regarding participation or the scores you outlined above?

Thank you!



Appendix 9: Witness Statement Form



Witness Statement Form

Date: ____________________Time: _________________

Please be reminded of the protocols that must accompany this form.

Your Identification #: ______________________________ Offending School Identification Letter

❏ A ❏ B ❏ C ❏ D

❏ E ❏ F ❏ G ❏ H

❏ I ❏ J ❏ K ❏ L

- OR -

School Name

❏ UBC ❏ SFU ❏ U Vic ❏ UBCO

❏ UNBC ❏ UofA ❏ UofC ❏ BCIT

❏ UofS ❏ UofR ❏ UofM ❏ UofW

Competition Category ❏ Academic ❏ Debate ❏ Sport ❏ Social ❏ Other

Case Discipline (If Academic)

❏ Accounting ❏ Entrepreneurship ❏ International Business ❏ Taxation

❏ Business Strategy ❏ Business Technology ❏ Finance

❏ Marketing ❏ Human Resources ❏ Not-For-Profit



Offence observed:

❏ To maintain anonymity, you will not be asked to sign this paper; however, by checking this box

you are agreeing that the above claims you have made are as correct as possible to the best of your knowledge. You may be tracked back by the Organizing Committee or Board of Directors using your identification number to conduct a confirmation meeting in confidence.



Appendix 10: Incident Report Form



Incident Report Form

Date: ____________________Time: _________________

Please return to the JDC West Organizing Committee within 24 hours of incident occurring.

Your Name / Identification #: ______________________________ Name of person involved: _______________________________ Location of incident: _______________________________ Phone number(s): _______________________________ Date of birth: _______________________________ Male / Female

Describe the events leading up to the incident:

Describe what occurred during the incident:



Describe any outcomes, results, or follow-up actions:

Were any injuries sustained? Yes / No If applicable, did the injury require a physician/hospital visit? Yes / No Name of the physician/hospital: ________________________________________________________ Address: _________________________________________________________________________ Physician/hospital phone number: _____________________________________________________

______________________ ______________________ ______________________ Involved Party Signature Witness Signature Co-Chair Signature ______________________ ______________________ ______________________ Date Date Date

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