1. INTERNET RECHARTERING
Internet rechartering is not an accurate term. The process involves printing reports, getting approval signatures, and paying renewal fees.

2. Benefits
Easy to use
Increased accuracy because unit is using Scout NET data
Saves time for unit and council
If possible, show the part of the DVD called Benefits.
Explain how easy it is to use.
Explain that the system will store more data, because the person entering the information is the source of the data.
Explain that data accuracy increases because:
the person entering the information knows it better than anyone.
the unit starts with Scout NET data and then updates it.
no one has to decipher another person’s handwriting.
you can make corrections to the data anytime before submitting.
all the BSA rules and policies are enforced, decreasing the time a DE must spend correcting defects.

3. Timeline Online Recharter system available October 1
November 12: Recharter and ’09 Centennial Achievement Form Due on or before Roundtable
December 10: ’10 Centennial Commitment Due

4. Preparation is Key Select One person to be renewal processor
Complete a unit membership inventory in order to register every youth participating in Scouts.
Budget Unit’s Account to cover recharter fees
Update Unit Management Software in preparation for recharter.
Complete Recharter tutorial at
Set Appointment with Executive Officer of your Chartering Organization for approving recharter(s).
A “family” of units must have to have the same Executive Officer and Chartering Org Rep.
Recycle older versions of the Adult Leader App.
National Registration Fees for 2010 will go from $10 to $15.

5. Required Adult Position Worksheets
Complete the Adult Position worksheets for “required” positions to know if you have to fill any positions before you get started.

6. The tutorial will allow you to walk through the system as if you are actually rechartering a unit. It is available from any step of the process.
Each screen requests that you perform a specific action. You can jump past a screen by clicking on the tabs at the top and selecting the specific process you want to review.
This will save you at least the amount of time it takes you to do it.

7. The Process Unit receives access code
Go to the council Web site and select Internet Rechartering
Complete the rechartering process
Print recharter applications
Obtain necessary signatures
Forward charter application, adult and youth applications, and fees to the council
The unit receives an access code from the council (you might pass out the access codes at this meeting).
Go to the council’s Web site, and click on the Tutorial link.
You must use Microsoft Internet Explorer browser. You can access the Internet with AOL, but you must open Internet Explorer browser to view the Web page correctly.
Log on with the unit’s access code and explain that the unit processor can continue using the access code until the charter is submitted.
The system will populate the form with the current information from Scout NET.
When the unit completes the process, it submits the file. This submittal process creates the charter renewal batch for the unit within PAS and places it on hold.
Information is updated at the council.
The unit prints the recharter papers and acquires the appropriate signatures. The signature gives national the authority to conduct background checks, for a youth to participate in the program, and for adult leaders to be approved.
Forward the papers and money to the council office.

8. Tips for LDS Wards
Select one person per Ward to be Charter Renewal Processor
Ask Ward Clerk for a current MLS (membership) list for boys 7-18 years of age.
Complete Pack first moving on to Troop, Team, and Crew.
Use “Promote” feature to move boys to older age programs.
“Family” of Units must Have same Executive Officer (Bishop) and COR (counselor).

9. HOW IT WORKS

10. Enter your unique access code and unit information
Enter your unique access code and unit information. The council provides the access code.

11. Everyone must agree to a confidentiality statement.

12. The first time you log on, you will complete the requested information including setting a password. Once this profile has been created, no one else can use the access code.

13. You receive your data from one of two sources
You receive your data from one of two sources. Unit-management software, such as TroopMaster, can provide a file that can be uploaded. Most units will choose to populate their data from Scout NET (Load Council Information).

14. The information for the chartered organization is then available to update.

15. Help is available at any time. It works just like Windows help
Help is available at any time. It works just like Windows help. Anything that is underlined is a link to additional information. You can navigate using a table of contents, index, or search.

16. On this screen, you decide who is returning and who is not
On this screen, you decide who is returning and who is not. Those returning should have a check by their name.
This is where you can “promote” members from the Pact to the Troop, Troop to Team, and Team to Crew. This is why you want to start with the youngest age group in the “family” of units. Kids get older not younger!
Be sure to select youth that will later be “promoted” to an older age Unit. Don’t drop them!

17. Then a list confirming your selections is presented.

18. Using the Promote Feature
1) Select Promote
2) Select Unit to Promote from
In the Update Roster Section after selection members for renewal:
Be sure to select members for renewal that need to be “Promoted” to a unit for older age youth.
Example: While working on Pack 1’s renewal select all the youth that to be renewed including the youth you are planning to “promote: to Troop 1 etc.
The promote feature “pulls” youth from a younger age group unit for youth that are eligible age to join the type of unit you are working in. The system doesn’t “push” from younger program to older program.
3) Select Youth to “Promote”

19. Next, you can add new adults and youth
Next, you can add new adults and youth. Our first example will register a new adult.

20. Name and position must be entered next
Name and position must be entered next. If the individual is fulfilling more than one position, add each position.

21. The next step is to complete the needed information about the individual. Anytime there is a magnifying glass, you can make your selection from a list.
New for 2010 recharter. To protect personal privacy data. Unit charter processors will not be able to enter SSN. They must submit Adult Applications for new adults for Council Registration to data enter SSN.

22. Our next example is a new youth.

23. As with the adult, page 2 is available to add more information.

24. You must select if the parent is or isn’t a current member of the unit.
Scout Parent Imitative
Scout Parent Coordinator

25. If the parent is a member of the unit, you must select the proper relationship and individual. Once the individual is selected, the parent’s record will automatically be completed.

26. If the parent is not a member of the unit, the information must be completed.

27. Again, additional information must be filled in.

28. A roster of the selections is presented so you can then update information on any of the returning adults or youth. Again, you may remove individuals from the roster.

29. A listing of adults filling required positions is presented with a recap of the minimum and maximum requirements and the current status. If the current number of people for that position does not fall within the minimum and maximum levels, you will not be able to proceed any further.

30. Each individual is checked to ensure that he meets the requirements for registration. Warnings and errors may appear.
Errors must be corrected, while warnings should be checked.

31. A final roster with fees will allow you to go back and make adjustments, such as adding Boys’ Life subscriptions.
Youth/Adult Registration $10 BL $12 Unit Recharter Fee $20
This is where you can Update fees for Multiply Registered Members

32. When everything is in order, the information is submitted to the council.

33. A printed copy of the charter renewal application will allow you to obtain the required signatures.
The signed copy of the application is forwarded to the council with the necessary member applications and fees.
It should be reviewed before submitting the information to the council.
+Registered “Unit Leader” needs to sign: ie: CM, SM, Varsity Coach, Venturing Advisor

34. Centennial Quality Unit Award
2009
November 09 Achievement Due
December 10 Commitment Due
2009

35. Enclose Adult and Youth Applications
Cover Sheet Tells you which adult and youth applications are required to file with Charter Renewal Report:
Required Adult Applications
Youth Applications to enclose

36. Signature-Palooza! Original Signatures Required on All Documents
Let the Signature Party Start!
There could be an many as 12 individuals that need to make approval signatures for a chartering organization with a full “family” of units!
Signatures must be origional “wet ink” signatures
Original Signatures Required on All Documents
No Faxes, copies, s, etc…

37. Signature-Palooza!
Unit Leader: (Cubmaster, Scoutmaster, Varsity Coach, Venturing Advisor)
4 Documents
Charter Renewal Application
Youth Membership App
2009 Quality Unit Achievement
2010 Quality Unit Commitment
2010

38. Executive Officer: Signature-Palooza! 3 Documents
Charter Renewal Application
Adult Application (or the COR could sign here)
Annual Charter Agreement

39. Committee Chairperson
Signature-Palooza!
Committee Chairperson
3 Documents
Adult Application
2009 Quality Unit Application (can also be signed by Unit Leader)
2010 Quality Unit Commitment (can also be signed by unit leader)
2010

40. Chartering Organization Representative
Signature-Palooza!
Chartering Organization Representative
1 Document
Adult App (can be signed by executive officer)

41. Adult Applicant: Signature-Palooza! History Section
This is our Largest downfall
Be sure to use the most current adult app with 3 rectangles on the cover
Don’t forget the “hidden” “Disclosure Statement” and the “History Section”
History Section
Disclosure Statement

42. Unit Commissioner Signature-Palooza! 2 documents:
2010
2 documents:
2009 Quality Unit Achievement
2010 Quality Unit Commitment

43. District Executive Signature-Palooza! 5 documents
Chartered Organization Agreement
Adult Application
Annual Charter Agreement
2009 Quality Unit Achievement
2010 Quality Unit Commitment
2010

44. Turn In Day November 12
Original Signatures of Executive Officer, CM, SM, Varsity Coach, Crew Advisor on charter Application.
Adult Applications with “Disclosure”, “History” and CC and COR/IH signatures
Same IH and COR for a “family” of Units
Fees New for 2010 Fee increases to $15
Centennial Award Application
Refer participants to Charter Turn in check sheet and review common mistakes

45. COMMISSIONERS

46. Commissioner’s Role
The commissioner is still responsible for the unit rechartering process. There are several reports that will aid in that task.
The commissioner is still responsible for the unit rechartering process. There are several reports that will aid in that task.

47. REPORTS There are three reports to aid the commissioner.
Commissioner’s Status Report
Members Not Renewed
New Members Added
There are three reports to support the commissioner staff.
Commissioner’s Status Report
Members Not Renewed
New Members Added

48. The Commissioners Unit Charter Renewal Status Report keeps the commissioner informed as to the status of each unit. This provides the commissioners the data to properly monitor and support the rechartering process.
The Stage Status column shows the stage (or section) of the rechartering process that the unit is currently completing. If the stage is Submitted, the date that the information was submitted also appears.

49. A list of those individuals that have not renewed their registrations can be obtained using the UCRS Members Not Renewed Roster; use it for recruiting back into the program.

50. You can also request a list of new members for follow up