1. Edelweiss District • Transatlantic Council • Boy Scouts of America
Recharter 2015
Edelweiss District • Transatlantic Council • Boy Scouts of America

2. Part 1: Recharter Basics

3. What is Recharter?

4. Recharter Is:
The chartering process is one of the oldest traditions in Scouting.
The formal document that certifies the agreement between a Chartered Partner and the Boy Scouts of America.
Allows units to update their membership rosters.

5. What Will I Need?

6. You Will Need A current unit roster printed from Internet Advancement
‘Rechartering Your Unit’ Guide
‘Recharter Checklist’
The ‘Annual Charter Agreement’ *only one is signed per chartered organization*
2015 Journey to Excellence for your unit

9. IH – Institutional Head / Executive Officer
BSA Abbreviations:
CM – Cubmaster
SM – Scoutmaster
NL – Venture Advisor
CR – Chartered Org Rep
CC – Committee Chair
MC – Committee Member
DL – Den Leader
WL – Webelos Leader
TL – Tiger Leader
IH – Institutional Head / Executive Officer
December December 2016 Recharter Fee Calculator Chart
Fee Categories #
Totals per category
MEMBERSHIP per Youth $ $
MemBERSHIP per Adult
DOD COUNCIL FEE per YOUTH $
Non DoD REMOTE COUNCIL FEE per YOUTH
Non DoD COUNCIL FEE per YOUTH $
Boy's Life/Scouting Magazine $
Boy's Life Remote delivery
Insurance per Members registered (includes Tiger Parteners) $
Charter Renewal $
Multiple Registration $
Transfers
TOTAL FEES DUE FOR RECHARTER
2015 FEES:
BSA adult and youth: $24
Insurance: $1
Boy’s Life: $12
Boy’s Life Remote Delivery: $36.
TAC youth military: $36
TAC youth non-military: $72
TAC youth remote non-military: $36

10. The 2015 Charter Agreement Form has changed.
The IH’s and CR’s title within the Chartered Organization

11. Journey To Excellence 2015 Scorecards
Pack JTE Scorecard
Troop JTE Scorecard
Venture Crew JTE Scorecard

12. Printing Your Unit Roster
Go to your unit Advancement Processor
Have them login to Internet Advancement
They must load the roster from the Council!
Select ‘Review Unit Roster’ on the left hand side
Print Roster

13. Click Here

14. Load Roster from the Council

15. Click Here

16. All other forms referenced here can be found at:

17. Questions?

18. Part 2: Internet Recharter System

19. Internet Rechartering Update
System Enhancements
October 1, 2015

20. Internet Rechartering Update
SUMMARY OF ENHANCEMENTS:
New update unit roster online capability
New Youth Protection Training status detail
New entry pick list for Ethnic Background
New renewal report presentation format
New information is displayed for registrants
NEW EZ FORM Option

21. Internet Rechartering Update
Welcome Screen

22. Internet Rechartering Update
Returning User
First Time User
The unit renewal processor for Internet Rechartering begins as First Time User because the unit access code is changed each year for security reasons. After initial registration, log in as a Returning User.

23. Internet Rechartering Update
All unit processors are required to agree to a Confidentiality Statement when the initial First Time User registration is completed.
The agreement is required each time First Time User is selected.

24. Internet Rechartering Update
Account registration is simple to complete and requires name, password, address, and telephone number of the unit renewal processor.

25. Internet Rechartering Update
The Overview page lists the five stages of processing for Internet Rechartering.

26. Internet Rechartering Update
Load Roster offers two options to unit processors: Load the unit roster from council information; or upload a rechartering file from unit-management software to match against the council information.

27. Internet Rechartering Update
Upload recharter file requires a valid file from unit-management software.

28. Internet Rechartering Update
The first steps of Stage 2, following Load Roster, are to review the chartered organization information and determine if any members
will not be renewed for the new roster.

29. Internet Rechartering Update
Update unit roster allows the renewal processor to import adult and youth members added to the unit roster by the council into Internet Rechartering at any time. Work already done will not be changed or reset.
Members added will display with a person ID.
If an adult or youth record was entered online and then is added through Update unit roster the processor will know which record to remove by selecting the record with no person ID displayed.
Use Update unit roster to refresh the status of adult YPT completion.

30. Internet Rechartering Update
Once selection of members for renewal is completed, there is a confirmation screen to list those to be renewed or not renewed.

31. Internet Rechartering Update
Promote Members is a process designed to allow selection of adults and eligible youth from related units and conversion of eligible youth to adult assistant in the unit, when applicable.

32. Internet Applications Update
Promote Members allows processor to select from among the family of units by chartered organization, if listed, or to use an approved alternative.

33. Internet Applications Update
Once the unit is selected and members eligible for promotion are listed, the promoting unit checks the Promote box to complete the promotion. The original unit does not renew the member if member is leaving unit.

34. Internet Rechartering Update
There is no change to Page 1: Add New Adult.

35. Internet Rechartering Update
Page 2: Add New Adult has Ethnic Background selection required.

36. Internet Rechartering Update
There is no change to Page 3: Add New Adult.

37. Internet Rechartering Update
There is no change to Page 1: Add New Youth Member.

38. Internet Rechartering Update
Page 2: Add New Member has Ethnic Background selection required.

39. Internet Rechartering Update
There is no change to Page 3: Add New Youth Member.

40. Internet Rechartering Update
There is no change to Page 4: Parent/Guardian information.

41. Internet Rechartering Update
There is no change to Page 5: Parent/Guardian information.

42. Internet Rechartering Update
Update Member Data is a core step of Internet Rechartering as it provides for updating of name, address, telephone, address, and ethnic background information. YPT information has been added. Adults who have current Youth Protection Training will show “Y” flag.

43. Internet Rechartering Update
There is no change to Page 1: Update Adult in Update Member Data.

44. Internet Rechartering Update
Page 2: Update Data has no SSN entry online; Ethnic Background can be entered.

45. Internet Rechartering Update
There is no change to Page 3: Update Adult Data in Update Member Data.

46. Internet Rechartering Update
Update Member Position allows for position changes and validates positions are correct.

47. Internet Rechartering Update
Check Roster verifies BSA registration rules and Update Fees handles fee payment data.

48. Internet Rechartering Update
Update Fees allows Boys’ Life to be added and multiple fee selection.

49. Internet Rechartering Update
The Application Fee recap will calculate fees based on unit expiration date.

50. Internet Rechartering Update
Membership Inventory lets you select a reason for each youth member not selected for renewal, such as too old for program or moved away.
This information is shared with councils for follow-up with youth to encourage a continued Scouting experience.

51. Internet Rechartering Update
Membership Inventory allows the entry of the
Reason for non-renewal by selecting the appropriate radio button.

52. Internet Rechartering Update
Easy to use Help assists
the unit processor with understanding how Internet Rechartering works.

53. Internet Rechartering Update
An interactive tutorial is designed to help the processor learn online navigation.

54. Internet Rechartering Update
Unit processors handle their own needs online, such as changing passwords and
addresses.

55. Internet Rechartering Update
UNIT CHARTER RENEWAL REPORT PACKAGE Takeany : Troop New Adult Members (The application form(s) for new adult member(s) must be submitted with the UCRS Charter Renewal Package)
Name Volunteer Member ID   CHARTER RENEWAL APPLICATION  
Unit:  Troop 0103
District:  Gold District County:  Jefferson
Unit Status: R  Term:  12 months
Expire Date:  03/31/2009
Chartered Org:
Executive Officer:
Boys' Life:    Term:  12 months   Begins:  06/2008   Ends:  05/2009   DRAFT VERSION: This is a draft report only and cannot be used for charter renewal. You must Submit this unit to obtain the final version of the Charter Renewal Application.
208 Months Completed Tenure % Boys' Life:  Y
The Draft Unit Charter Renewal Report Package is available during the online unit renewal to verify if correct information was entered and is checked before submittal to the council is done
Use the Home link to return to Stage 2 to update the member information until submittal to council occurs.

56. Internet Rechartering Update
After the unit renewal is submitted, the unit prints the Unit Charter Renewal Report.

57. Internet Rechartering Update

58. Internet Rechartering Update

59. Internet Rechartering Update
The Unit Charter Renewal Report Package contains the Charter Renewal Application with the Registration Fee detail and totals and the appropriate lines for the original signatures of Executive Officer, Unit Leader, and the Council Representative
Sample
Sample
Sample

60. Questions?

61. Part 3: EDELWEISS District Recharter Timeline and Merit Badge Counselor Roster

62. Edelweiss District Recharter Timeline
Your unit must be renewed by
November 15, 2015

63. Recharter Timeline October Membership Inventory Collect Fees
Schedule meeting with Chartered Org and sister units (if more than one unit is chartered by same organization) for signing of documents
November
Receive internet recharter code
Complete internet recharter
Have documents signed by appropriate organization heads
Arrange for an in-person charter turn in with your commissioner staff or UPLOAD SINGLE FILE TO SHARE FILE!

64. Merit Badge Counselor Paperwork
Most Merit Badge Counselors were dropped off of the district roster in 2015
Everyone who would like to be a Merit Badge Counselor in 2016 must complete:
BSA adult application with position code 42 listed
BSA merit badge counselor information form
This can be turned in now or with your recharter paperwork

65. Questions?

66. Your Commissioner Staff
Your Commissioner Staff
District Commissioner: Scott Hooper-
Berlin ADC: Terry Roggow –
Grafenwohr/Vilsek/Hohenfels:
James Beatty –
Stuttgart ADC: Cindy Merchant –
Unit Commissioner: Steve Vrooman –
Switzerland ADC:
Esteban Pombo-Villar –
Unit Commissioners
Shankar Narayanan –
Knut Sturmhoefel –
James Sims –