US Chess Invitational Requirements

 

Effective January 2016


(note that Invitational Requirements Approved & Posted Jan. 28, 2015 appear at the end of this file)

 

1.       Guidelines.  The following pertain to players wishing to receive invitations to the events listed in Section 2:  

a.      US Chess membership requirement.  Every player must be a member of US Chess in good standing at the time of the invitation.  Invitations are a privilege, not a right, and are not afforded to any player by virtue of his or her status as a US Chess member.

b.      FIDE Federation listed as USA.  Players must be registered with FIDE as a USA player to participate in these events and the date of eligibility to participate under the USA flag must be prior to the date the invitation is issued.

c.       FIDE Federation Transfers.  In order to be eligible for participation in International events, transferred players must fulfill all FIDE transfer fee requirements prior to invitation to these events.  See https://ratings.fide.com/fedchange.phtml for federation transfer information.  Click on the appropriate year to show transfers approved, to include dates when players become eligible to participate in FIDE events under the USA flag and when they may represent the USA at International competitions without paying the transfer fee.

d.      U.S. residency.  Non-US citizens, including those who have an approved FIDE federation transfer, must provide documentation of U.S. residency.  Documentation includes I-94, work, refugee or humanitarian visas.  In accordance with ADM 14-31 approved at the 2014 Delegates Meeting, a student or tourist visa is not sufficient for eligibility to play in US Chess Invitational events.  Students and tourists desiring invitation to such events must demonstrate their commitment to the U.S. by providing a Green Card or properly processed Green Card application.  

2.       Invitational Events:  

a.      US Championships.  In even-numbered years, players must meet all the requirements listed in Section 1, with the exception of transfer fees (required for USA representation at International Championships).  Players must still be listed as USA Federation in FIDE.  In odd-numbered years, when the US Championships are also the Zonal Championships, players must also meet the transfer fee requirements as explained in 1.d above.

The following will be automatically seeded into the US Championship and US Women’s Championship:

1)      Previous year’s respective champions.

2)      US Open Champion

3)      US Junior Champion

4)      US Junior Girl’s Champion (for US Women’s Championship)

Other players will be selected utilizing the Invitational Rating list (US Chess ratings with appropriate adjustments as defined in 5 below) posted on the US Chess website.  At the discretion of the organizer, wild-card entries may be added.  These players (rating and wild-card) must also meet the requirements of Section 1.  

b.      Olympiad and World Teams.  The US Champion and US Women’s Champion qualify automatically for the respective team, but foreign players must also meet the requirements in 1.d.  Other participants are selected by using the appropriate Invitational Rating List.  The use of this combined list also applies to the Zonal Championships (US Championship and US Women’s Championship in odd-numbered years) since they lead to qualification to the World Championship cycles.  Team Captain and Coaches are selected by the players. 

      Changes in this section will become effective after the selection of players for the 2016 World Olympiad.  Until then, the previous published requirements apply.

The selection of team members, captains and coaches for one event is independent from the selection of teams for subsequent events.  For example, the members of the Olympiad teams will not necessarily be the same for subsequent events such as the World Team Championships.  

3.       Invitational Cut-off Dates:  

a.       US Championship and US Women’s Championship.  Cut-off dates depend on the schedule of the events.  The US Chess Office will determine the invitation date which will be approximately three months prior to the event.

b.      Olympiad and World Team Championships.  Invitation dates will be after the preceding US Championships (including play-off games) are rated, unless the dates for submitting the team rosters precludes from using the US Championships results.  In such case, the US Chess Office will determine the invitation date which will be about three months prior to the event.  

4.       Invitational Rating List.  The rating of matches and private tournaments will not be included in the Invitational Rating calculations (see definitions in Section 6).  Only established US Chess ratings will be used for invitational purposes.  Provisional ratings will not be used.  Players found to be inappropriately manipulating their results may face sanctions, including ineligibility for invitations for US Chess Invitational events. 

a.       For the US Championship and US Women’s Championship the US Chess rating list will be used, with adjustments as noted below.

b.     For the World Olympiad and World Team, the invitational rating list formula will consist of 1/3 of the US Chess Rating, 1/3 of the FIDE rating, and 1/3 of the combined US Chess/FIDE peak ratings over the 12 months preceding the cut-off rating lists, with adjustments as noted in Section 5 below.  

     Changes in this section will become effective after the selection of players for the 2016 World Olympiad.  Until then, the previous published requirements apply.  

5.       Activity Adjustments  

a.        The “Activity Period” is defined as the 12-month period ending 120 days before the date of invitation.

1)    Each player must play at least 30 regular rated US Chess games against certain strength opponents as defined below.

2)   Games must be rated by the invitation cut-off date.  Games that are Quick or Dual rated do not count.

3)   Games played in matches and “private tournaments” do not count.

4)   For games to be counted as “activity” they must be against players of strength as noted below:  

                        Event                                                 Strength (US Chess Rating)

                        US Championship                                     2200

                        US Women’s Championship                     2000

 

b.      Any player who fails to play at least 30 games as defined above during the Activity Period will be penalized one (1) Invitational Rating Point for each game fewer than 30 played.           

6.       Private Tournament and Match Restrictions.  Results from matches and private tournaments will not be used in invitational rating and activity calculations.  

a.       Private Tournament.  A tournament is considered to be private unless is has at least one of the following features:

1)      A TLA which appears on Chess Life magazine at least two weeks before the tournament.

2)      The tournament is FIDE rated, registered as such with FIDE at least 30 days in advance, open to the public to spectate, and adequately publicized at least two weeks in advance.

b.      Matches.  Usually, a two-players event is considered to be a match and does not count in invitational rating and activity calculations, however: 

1)      The US Chess Executive Director may allow a match to count if it is FIDE rated, registered as such with FIDE at least 30 days in advance, open to the public to spectate, adequately publicized at least two weeks in advance, and neither player has been on a rating floor during the past 24 months.

2)      Segments of knock-out match tournaments in which the pairings are determined by a system for Round 1 and by results after that are not considered matches.

3)      Play-off matches for a title prize, if specified in the advance tournament publicity, are not considered matches.

4)      The US Chess rating program considers some events with more than two players to be matches, for example events in which players face each other more than twice or some events in which one player plays more games than others.  Events considered to be matches by the rating program do not count. 

9.       Tie-break Rules.  If after invitational ratings are calculated there is a tie among players, the following tie-breaks will be used to decide order of invitation:

a.       The highest number of eligible US Chess rated games played during the activity period.  This includes FIDE games that are US Chess rated also.

b.      The highest number of eligible US Chess rated games played in the U.S. during the activity period.

c.       The higher FIDE rating from the current FIDE rating list at the time of invitation.

d.      The greatest US Chess rating gain during the activity period.

e.      If multiple players are still tied, US Chess shall have a drawing of lots to break the tie.  

Notes:  

-          These guidelines will be adjusted as necessary and posted on the US Chess website.

-          The invitation dates and rating supplement or tournaments that will be used   will also be posted on the US Chess website. 

US Chess reserves the right not to issue invitations to any particular event or to change these criteria without advanced notice.

 

   

 

Scholastic National Invitational Event and Award Requirements

The following are the general requirements for US Chess Scholastic National and International Invitation Events and Awards. Whenever possible, invitations shall be issued several months prior to the scheduled beginning of the event. Eligibility for US Chess invitations shall be based on several factors including: established rating (not provisional), age (if applicable), activity, and residency. Match points will be excluded in ratings calculations. Players must be US Chess members in good standing at the time of invitation. Reasonable efforts shall be made to accommodate players with expired memberships who would otherwise qualify for US Chess invitations. The Activity Requirement will be 30 rated games (either US Chess or FIDE-rated – if FIDE-rated, submitted to the US Chess for verification) in a calendar year. Contact the US Chess Office.

1.      US Junior Championship (Invitational) Selection Criteria:  US Junior Championship has a maximum of 10 players – the top players Under 20 (as of Jan. 1) based on the average of the:

 

a.       US Chess April supplement rating

 

b.      Peak published US Chess rating (going back 12 months from the April supplement)

  NOTE:  The winner of the preceding US Junior Open and the winner of the preceding   Denker Tournament of High School Champions shall be directly seeded, if still eligible by age. 

  1. US Junior Girls Championship (Invitational) Selection Criteria:  The US Junior Girls Championship has a maximum of ten players – the top players Under 20 (as of Jan. 1) based on the average of the

a.       US Chess April supplement rating.

 

b.      Peak published US Chess Rating (going back 12 months from the April Supplement)

 NOTE: The winner of the preceding National Girls Tournament of Champions shall be directly seeded, if still eligible by age.

 

  1. US Cadet Championship Selection Criteria:  The tournament has a maximum of eight players – the top players Under 16 (as of Jan. 1) based on the April supplement rating.  The winner of the preceding Barber Tournament of K-8 Champions shall be directly seeded, if still eligible by age.









US Chess Invitational Requirements 

(Approved & Posted: Jan. 28, 2015 are below)

 

 

1.       Guidelines.  The following pertain to players wishing to receive invitations to the events listed in Section 2:

 

a.       US Chess membership requirement.  Every player must be a member of US Chess in good standing at the time of the invitation.  Invitations are a privilege, not a right, and are not afforded to any player by virtue of his or her status as a US Chess member.

b.      FIDE Federation listed as USA.  Players must be registered with FIDE as a USA player to participate in these events and the date of eligibility to participate under the USA flag must be prior to the date the invitation is issued.

c.       FIDE Federation Transfers.  In order to be eligible for participation in International events, transferred players must fulfill all FIDE transfer fee requirements prior to invitation to these events.  See https://ratings.fide.com/fedchange.phtml for federation transfer information.  Click on the appropriate year to show transfers approved, to include dates when players become eligible to participate in FIDE events under the USA flag and when they may represent the USA at International competitions without paying the transfer fee.

d.      U.S. residency.  Non-US citizens, including those who have an approved FIDE federation transfer, must provide documentation of U.S. residency.  Documentation includes I-94, work, refugee or humanitarian visas.  In accordance with ADM 14-31 approved at the 2014 Delegates Meeting, a student or tourist visa is not sufficient for eligibility to play in US Chess Invitational events.  Students and tourists desiring invitation to such events must demonstrate their commitment to the U.S. by providing a Green Card or properly processed Green Card application.

 

2.       Invitational Events:

 

a.       U.S. Championships.  In even-numbered years, players must meet all the requirements listed in Section 1, with the exception of transfer fees (required for USA representation at International Championships).  Players must still be listed as USA Federation in FIDE.  In odd-numbered years, when the US Championships are also the Zonal Championships, players must also meet the transfer fee requirements as explained in 1.d above.

 

The following will be automatically seeded into the US Championship and US Women’s Championship:

1)      Previous year’s respective champions.

2)      US Open Champion

3)      US Junior Champion

4)      US Junior Girl’s Champion (for US Women’s Championship)

5)      US Senior Open Champion (Recommended)

 

Other players will be selected utilizing the Invitational Rating list (US Chess ratings with appropriate adjustments as defined in 5 and 6 below) posted on the US Chess website.  At the discretion of the organizer, wild-card entries may be added.  These players (rating and wild-card) must also meet the requirements of Section 1.

 

b.      Olympiad and World Teams.  The US Champion and US Women’s Champion qualify automatically for the respective team, but foreign players must also meet the requirements in 1.d.  Other participants are selected by using the appropriate Invitational Rating List (combined US Chess-FIDE ratings with appropriate adjustments as defined in 5 to 7 below).   The use of this combined list also applies to the Zonal Championships (US Championship and US Women’s Championship in odd-numbered years) since they lead to qualification to the World Championship cycles.  Team Captain and Coaches are selected by the players. 

 

The selection of team members, captains and coaches for one event is independent from the selection of teams for subsequent events.  For example, the members of the Olympiad teams will not necessarily be the same for subsequent events such as the World Team Championships.

 

3.       Invitational Cut-off Dates:

 

a.       US Championship and US Women’s Championship.  Cut-off dates depend on the schedule of the events.  The US Chess Office will determine the invitation date which will be approximately three months prior to the event.

b.      Olympiad and World Team Championships.  Invitation dates will be after the preceding US Championships (including play-off games) are rated, unless the dates for submitting the team rosters precludes from using the US Championships results.  In such case, the US Chess Office will determine the invitation date which will be about three months prior to the event.

 

4.       Invitational Rating List.  The rating of matches and private tournaments will not be included in the Invitational Rating calculations (see definitions in Section 8).  Only established US Chess ratings will be used for invitational purposes.  Provisional ratings will not be used.  Players found to be inappropriately manipulating their results may face sanctions, including ineligibility for invitations for US Chess Invitational events.

 

a.       For the US Championship and US Women’s Championship the US Chess rating list will be used, with adjustments as noted below.

b.      For the World Olympiad and World Team the invitational rating list will be computed by taking the average of the US Chess and FIDE ratings, as noted in Section 3 above, with adjustments as noted below.

 

5.       Peak Rating Bonus.

 

a.       Player currently at lifetime peak US Chess rating, or was at lifetime peak rating within the 90 days prior to invitation:  20 Invitational Bonus Points.

b.      Player’s lifetime peak US Chess rating was achieved more than 90 days, but not more than three years prior to invitation: 10 Invitational Bonus Points.

c.       Player’s lifetime peak US Chess rating was achieved more than three years prior to invitation: no Bonus Points.

 

6.       Activity Adjustments

 

a.        The “Activity Period” is defined as the 12-month period ending 120 days before the date of invitation.

1)    Each player must play at least 30 regular rated US Chess games against certain strength opponents as defined below.

2)   Games must be rated by the invitation cut-off date.  Games that are Quick or Dual rated do not count.

3)   Games played in matches and “private tournaments” do not count.

4)   For games to be counted as “activity” they must be against players of strength as noted below:

 

                        Event                                                 Strength (US Chess Rating)

                        US Championship                                     2200

                        US Women’s Championship                     2000

 

b.      Any player who fails to play at least 30 games as defined above during the Activity Period will be penalized one (1) Invitational Rating Point for each game fewer than 30 played.

 

7.       Medal Bonuses Adjustments for Olympiad and World Team:  A player will receive an Invitational Rating Point bonus for an individual or team medal from the previous Olympiad or World Team, as indicated below:

 

                               Team Performance                         Individual  Performance

                                   Gold = 30 Points                               Gold = 30 Points

                                   Silver = 20 Points                              Silver = 20 Points

                                   Bronze = 10 Points                           Bronze = 10 Points

 

8.       Private Tournament and Match Restrictions.  Results from matches and private tournaments will not be used in invitational rating and activity calculations.

 

a.       Private Tournament.  A tournament is considered to be private unless is has at least one of the following features:

1)      A TLA which appears on Chess Life magazine at least two weeks before the tournament.

2)      The tournament is FIDE rated, registered as such with FIDE at least 30 days in advance, open to the public to spectate, and adequately publicized at least two weeks in advance.

b.      Matches.  Usually, a two-players event is considered to be a match and does not count in invitational rating and activity calculations, however: 

1)      The US Chess Executive Director may allow a match to count if it is FIDE rated, registered as such with FIDE at least 30 days in advance, open to the public to spectate, adequately publicized at least two weeks in advance, and neither player has been on a rating floor during the past 24 months.

2)      Segments of knock-out match tournaments in which the pairings are determined by a system for Round 1 and by results after that are not considered matches.

3)      Play-off matches for a title prize, if specified in the advance tournament publicity, are not considered matches.

4)      The US Chess rating program considers some events with more than two players to be matches, for example events in which players face each other more than twice or some events in which one player plays more games than others.  Events considered to be matches by the rating program do not count.

 

9.       Tie-break Rules.  If after invitational ratings are calculated there is a tie among players, the following tie-breaks will be used to decide order of invitation:

a.       The highest number of eligible US Chess rated games played during the activity period.  This includes FIDE games that are US Chess rated also.

b.      The highest number of eligible US Chess rated games played in the U.S. during the activity period.

c.       The higher FIDE rating from the current FIDE rating list at the time of invitation.

d.      The greatest US Chess rating gain during the activity period.

e.      If multiple players are still tied, US Chess shall have a drawing of lots to break the tie.

 

Notes:

 

-          These guidelines will be adjusted as necessary and posted on the US Chess website.

-          The invitation dates and rating supplement or tournaments that will be used will also be posted on the US Chess website.

US  US Chess reserves the right not to issue invitations to any particular event or to change these criteria without advanced notice.