BSA Rechartering

Let’s make it as painless as possible.

By Dan Arters, Centennial District Executive

Internet Rechartering• Benefits

– Easy to use– Increased accuracy because unit is using ScoutNET

data– Saves time for unit and council

• Use “Internet Explorer” as your browser to run Internet Rechartering software

Who to call for Help • Someone in your unit that did the charters in

previous years that knows the online Internet Rechartering steps

• Your Unit Commissioner• District Commissioner – Mike Tolman • District Executive – Dan Arters• Scout Office – Judi Albert

The Basics• Vocabulary

– Unit: Pack, Troop, Team or Crew of scouts– Recharter: Process to renew the “charter” that

BSA gave to the church or civic group which owns your unit. Must be done annually.

– Recharter is also typically the time that each youth and adult person renews their BSA membership. Dues are paid etc.

How Does it Work?• Inventory your members and collect fees

– If someone else is in charge of collecting the money, give them a copy of the roster

– Collect membership applications– Ensure adult leaders have Youth Protection– Update your roster– Calculate your fees (if a leader has two jobs, ensure

you don’t pay twice)

New Applications for Membership• Youth

– Application signed by parent and unit leader

• Adults– Application fully completed with references – must be

signed by applicant, Committee Chairman, and Chartered Org Head or Rep

– Criminal background authorization – must be signed by applicant

– Youth Protection Training

Common Adults Applications Errors

• Question 6– Truth or Dare questions (have you ever had your

driver’s license suspended, etc.)

• Criminal Background Check form only need a name, date and signature.

• Youth Protection Training certificate missing

Membership Renewals• Do not need application if already registered in

unit -- even when moving positions– True only when during Rechartering– All other times will require application to move

• Ensure each person is counted on roster only once.

• Calculate fees, but DO NOT fill out check until your calculation is rechecked

Applications for “Promotions”• Youth

– You fill out a youth application with:• Full name• Birthdate• Address (and phone number)

– You sign as “designee”

• Adult– Same requirement as New Applicant– Youth Protection if not already done

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Unit Charter Renewal PacketWhat's on the Envelope?• Internet Rechartering Access Code• Charter Turn-In Date & Time

What's in the Envelope?• Welcome to Internet Rechartering Instruction Sheet• Charter Renewal Agreement• My.Scouting Tools Instruction Sheet• Reconcile YP Training with MyScouting Profile• Recharter Worksheet• Boy’s Life Subscription Order• Journey to Excellence Form (Unit Specific)• Unit Accident Insurance Information• Adult and Youth Applications

www.my.scouting.org• Informational site for COR’s (Chartered

Organization Representatives) and CC’s Committee Chairman to check unit records

• Use Google Chrome or Firefox• Membership Dashboard• Print a Unit Roster (Adults & Boys)

IR – The Process• Go to the Council Web site and select the

“Recharter Now button” www.oreida-bsa.org • Register with access code from packet• Complete the rechartering process (multiple visits)• Print recharter applications (after submit)• Obtain necessary signatures• Complete the Journey to Excellence Form• Turn in charter application, new member

applications, and fees @ designated time and place

“Recharter Now” Button• Internet Recharter window opens for the Ore-Ida Council on Monday, November 3rd

IR – Sign-in page

IR – You agree to be Trustworthy

IR – Contact Info / password create

Description of Stages

IR – Recommend Load Council Info

IR – Update Charter contact info

IR – Renew existing members

IR – Confirm renewals

Promote = electronic COPY of member record from another unit

If the Unit is listed, you can Promote member records from it

If you can get another Unit’s Access Code, you can Promote from it.

Promote Adults and/or Youth

IR – Adding new members

IR – New Adult page 1

IR – New Adult page 2

IR – New Youth page 1

IR – New Youth page 2

IR – New Youth page 3

IR – New Youth – select parent

IR – Parent information

IR – Parent info continued

IR – Update any existing info

IR – Check for needed adults – click Update to change position

IR – Check for errors

IR - click Update to indicate person paid for in another unit

IR – Submit after triple check

List of Applications Needed

IR – How it Works

Charter Renewal Package• Completing Internet Rechartering process will

update the roster and prepare your package• Print a paper version after you Submit to

Council• Obtain signatures

– Executive Officer (Bishop, Chair of Board, Pastor – Listed as Institutional Head)

– Unit Leader (Cubmaster, Scoutmaster, Team Coach, Crew Advisor)

Calculate Fees• Ensure that numbers are correct• Double check that you don’t double pay

– Adult leaders with multiple roles, (i.e.. Serve on committees for Troop, Team and Crew)

– Youth that may be in multiple units – registered in Troop and a Crew

Journey to Excellence• This BSA program allows you to:

– Review your accomplishments for this year– Plan and set goals for improvement for next year– Be recognized when you meet various levels of

accomplishment in your scouting program

• Please turn in your scorecards for 2014 with your Recharter packet

Checklist• Signed and Updated Charter Renewal Package• Complete Applications for those listed on

cover page of Charter Renewal Package• YPT Certificate for Adults needing it• Journey to Excellence Scorecard• Check – recommend that amount be blank

until your Unit Commissioner double checks• Signed Annual Charter Agreement

Rechartering• Questions?????