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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
10
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?????