The ESOP Association Carolinas Chapter Awards Nomination Form ATTENTION: ALL COMPANIES DEDICATED TO EMPLOYEE OWNERSHIP! NOMINATIONS ARE NOW BEING ACCEPTED FOR THE CAROLINAS CHAPTER ESOP COMPANY OF THE YEAR AND EMPLOYEE OWNER OF THE YEAR TAKING THE TIME TO SUBMIT AN APPLICATION CAN PAY OFF: Chapter winner is automatically submitted for the national competition one free registration to the national conference in DC in May Plaque to display at your company Recognition at Carolinas chapter events News release sent out from association to promote the award winner DON T DELAY - THE DEADLINE FOR SUBMISSION IS JANUARY 31, 2018. ESOP COMPANY OF THE YEAR ESOP Company of the Year has a commitment to employee ownership as shown by its: Involvement with the ESOP Association and its programs; Communication with employees; and Commitment to the vision of The ESOP Association that endorses employee participation, wealth creation, and individual dignity and worth. The company should be financially solvent and have more than one or two years of ESOP sponsorship. Most importantly, employees should feel a sense of ownership and/or that the ESOP is important to the company and to the employees. EMPLOYEE OWNER OF THE YEAR The Employee Owner of the Year should be an employee below the level of senior management (hourly or non-management employee). The individual should be active in the employee ownership activities of the company and/or activities of The ESOP Association. Examples are: Serving on the ESOP committee or on an employee advisory committee; Contributing to a company publication; Helping with Employee Ownership Month; Leading fellow employees to a better understanding of the ESOP; Attending and/or helping with chapter meetings or activities; Writing a letter to an elected official; or Attending Association meetings such as the Employee Owners Retreat, Las Vegas Conference and Trade Show or Annual Conference in Washington, DC. The overwhelming criteria should revolve around the person s overall contribution as a good citizen in the company where he or she works. Please submit nomination to: Beverly Clapp, Chapter, Administrator 204 Sunset Glory Lane Greenville, SC 29617 bclapp@esopexec.org Please contact Beverly Clapp at 864-272-6202 with questions.
ESOP Employee Owner of the Year Helpful Hints: The Employee Owner of the year should be an employee below the level of senior management. The items below are provided to assist you in putting together material for your employee owner s nomination. Not all of the items listed will apply to the person you are submitting. PLEASE DO NOT FEEL THAT YOU MUST ADDRESS ALL OF THE ITEMS IN ORDER TO SUBMIT A NOMINATION THIS IS A SIMPLY A GUIDELINE. You may also provide additional sheets describing specific items listed below in further detail. ESOP RELATED BACKGROUND: Presently serves or has previously served on a Company ESOP Committee Role on Committee Number of Years Served Held a seat on Board of Directors Serves/Served as ESOP Trustee Serves/Served as ESOP Administrator PARTICIPATED AND/OR LED COMPANY ACTIVITIES SUCH AS: Served as a mentor, or been involved in the orientation process for new employee owners Contributed to the Company s overall ESOP culture Attended a Chapter meeting, conference and/or event - list event(s) & date(s) Attended a National ESOP meeting, conference and/or event list event(s) & date(s) Presented at a Chapter and/or National Conference Served as a Chapter Officer or Executive Committee Member Organized and/or participated in the organization of any Company ESOP award entries/nominations Lobbied and/or contacted elected officials on ESOP issues Organized and/or participated in activities for Employee Ownership Month Organized and/or participated in Company sponsored events Other Employee Owner of the Year Use attachments if you wish. Do not exceed 3 pages of attachments. Company Name: Contact Name: Address: Phone: Email: The Carolinas Chapter s ESOP Employee Owner of the Year should be recognized because: (Biographical information is helpful)
ESOP Company of the Year Helpful Hints The items below are provided to assist you in putting together material for your Company s nomination. Not all of the items will apply to every Company. Please provide as much Company background as you can (i.e.: Percentage of ownership, Company Mission Statement, Year ESOP was established, etc.). PLEASE DO NOT FEEL THAT YOU MUST ADDRESS ALL OF THE ITEMS IN ORDER TO SUBMIT A NOMINATION THIS IS A SIMPLY A GUIDELINE. You may also provide additional sheets describing specific items listed below in further detail. ESOP Related Information: Have ESOP Committee? Describe roles and responsibilities of committee, number of members, frequency of meetings, purpose, etc. Have ESOP Employee Advisory Committee that is elected by employees? Provide non-management employee with a seat on Company Board of Directors Have a non-management employee serve as an ESOP Trustee Have pass-through voting for Board of Directors Pay dividend/distribution to active ESOP participants ESOP provides for in-service distributions other than diversification Lobby/contact elected officials on ESOP issues Invited a local Congressional leader to visit your Company. When and who? Have website with section on employee ownership Company logo items include employee owned Received media recognition as a great place to work Contribute to ESOP PAC Contribution to Employee Ownership Foundation Host or sponsor a Chapter ESOP event Have/had an employee owner from your Company serve as a Chapter Officer or committee member Participate in and/or present at both Chapter and National events, meetings/conferences o ESOP Ownership Month o Carolinas Chapter Spring Conference o Carolinas Chapter Fall Conference o CFO/CEO/HR Conferences o Super Regional Board of Directors/Trustee Conference o ESOP Washington, DC o ESOP Las Vegas Submitted a poster for the Employee Ownership Month Poster Contest Other The company should be financially solvent and have more than one or two years of ESOP sponsorship. It is not necessary that the company have any one style of management. More importantly, employees should feel a sense of ownership and/or that the ESOP is important to the company and to the employees.
Company of the Year Use attachments if you wish. Do not exceed 3 pages of attachments. Company Name: Contact Name: Address: Phone: Email: The Carolinas Chapter s ESOP Company of the Year should be recognized because: Please submit nomination to: Beverly Clapp, Chapter, Administrator 204 Sunset Glory Lane Greenville, SC 29617 bclapp@esopexec.org Nomination deadline: January 31, 2018
NOW IS THE TIME TO DOCUMENT FOR AACE! We all know that The ESOP Association (TEA) sponsors a competition known as AACE (Annual Award for Communications Excellence) for companies who communicate their ESOPs to their respective employee owners. Yet many companies never really focus on the AACE competition until it is time to send in their entries. The fact is that NOW is when you should be documenting your communications program and planning your AACE entry. The deadline will be around the first of March. Check the chapter website for deadline date. Start documenting everything you do to communicate the ESOP. Get a little crazy with your cameraphotos always help to "dress up" and clarify an entry. Visit the AACE section of the TEA website and begin deciding how you want to showcase your program. All entries will be displayed at The ESOP Association s Annual Conference in May in Washington D.C. Winners will be honored at the Awards Banquet during the conference. All the information about the AACE competition is shown on the TEA website, www.esopassociation.org/resources/resources_aace.asp including past winners with photos and contact information. If you have questions concerning the AACE program, please feel free to contact Pat Barnes, AACE Program Manager, at (304) 274-251, or artpbarnes@comcast.net Employee Ownership Month (EOM) Poster Contest Nomination deadline: Late February/early March. Questions concerning the Poster contest may be directed to Gwen Rosenthal at gwenn@esopassociation.org, or 1-866-366-3832. Judging Guidelines: Good employee-owner education of EOM Respect for the contributions of employee-owners Integration of the concepts of both employee ownership as well as the celebration of EOM into the fabric of the poster design. Encouragement of ownership attitudes in the poster design. Clear, simple design. Creative use of ideas. Good graphic design. The Prizes: One complimentary registration to the annual conference in Washington D.C. One complimentary ticket to the awards banquet. Company name appears on the poster as the designer of the winning poster. Certificate of achievement. Publicity in The ESOP Report