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2012 Charter Renewal Process
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2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Dec 16, 2015

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Page 1: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

2012

Charter Renewal Process

Page 2: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Select Renewal Volunteer

• An adult member of the unit to handle the process.

• Attend District Recharter Training and pick up online Recharter Access Code.

• Complete Charter Renewal

• Attend District Turn-in Party

Page 3: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Gather Information(Prior to November 1st)

• Make sure all applications have been turned in to the SSC for anyone who is participating in the unit in 2011.

• Current and up to date list of their units membership – (Hint: Download Roster from Internet Advancement)

• Assure all adults to be registered are current with program specific Youth Protection Training. (Must have been within the past 2 years)

• Data of which adults are holding which paid position• Assure the top unit leader (Cubmaster, Scoutmaster,

Varsity Coach, Crew Adviser or Skipper) are trained for that specific position

• Who will be receiving Boy’s Life Magazine• Collection of fees

Page 4: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Adult ApplicationsBiggest problem in delaying the units rechartering

• Applications must be complete– Must be their legal name, no nicknames– Legible (print with block capital letters) – Circles need to be filled in– Disclosure portion must be signed– Must have SSN#, and DL# – Ethnic Background must be entered– Must be original application and with original signatures– Scouting history, Bio, references and questions must be

completed.– If adult is currently registered in BSA he/she still must fill out an

application for the unit and also complete the information on where he/she transferred from. NO transfers after December 1st.

– Must have current program specific Youth Protection Training

Page 5: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Youth ApplicationsBiggest problem in delaying the units rechartering

• Applications must be complete– Must be their legal name, no nicknames– Legible (print with block capital letters) – Circles need to be filled in– Must be original application and with original signatures– Ethnic Background must be entered– If youth is transferring in from another unit an application still

must filled out for the unit and must complete the information on where he transferred from

– Parent or guardian’s information must be filled out for Tiger Cubs, adult partners must indicate their relationship to the youth. It is highly recommended that all parents provide their information.

– Adult Partners who do not live at the same address must complete an adult registration form.

Page 6: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Adult Leadership Requirements

• Generally, an adult can hold only one registered leader position in each unit– Example: a Cubmaster cannot be a Den Leader– Example: a Comm. Member cannot be a Den Leader

• These are the only exceptions:– Exec. Officer also can be Chartered Org. Rep., AND either Comm.

Chair or Comm. Member AND ScoutParent Unit Coordinator– Chartered Org. Rep. also can be either Comm. Chair or Comm.

Member AND ScoutParent Unit Coordinator– Comm. Chair OR Comm. Member also can be ScoutParent Unit

Coordinator• Remember, MORE LEADERS involved means less work

for each leader – try to have one person for each position!

Page 7: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Youth Membership Requirements

• A unit must have at least five youth members – Exception: LDS units must have at least 2

paid youth members• At least two youth members must pay BSA

registration fees in the unit (“primary” members”)

• To avoid approval delays, we recommend that all units have at least 6 “primary” youth members

Page 8: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Fees

• BSA Registration $15

• Boys Life Magazine $12

• Charter Renewal $20

• Insurance $1– Per paid members

Page 9: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Internet Rechartering

• Web-based application running on servers at the National Council

• Used to update unit roster for recharter– Correct wrong / out-of-date information– Delete members who have left the unit– Add new members not found on current roster– Work can completed in multiple sessions

• Verify required adult leadership in place• Calculate BSA National fees

– Does not calculate Council accident fee

• Print updated roster for signature and turn-in

Page 10: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

• If you access the site with another browser, you will get a warning

• Be warned that some key features DO NOT WORK in other browsers

Internet Explorer Required

Page 11: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Getting Started

• Have all the material you have gathered

• Go to www.okscouts.org , Under Resources go to “Internet Rechartering”

• Use the “Tutorial” to get a sense of the systems works. – (This can be done prior to November 1st)

• Click on “Click Here to Recharter” to begin

Page 12: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

You are a “First Time User” Every Year

Page 13: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Registration

Page 14: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Agree to Confidentiality Statement

Page 15: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Provide your contact informationCreate password for access code

Page 16: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

After first time loginEnter this year’s access code

and your password

Page 17: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Internet Charter Overview

Page 18: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Load Council Information Do NOT use any other databases or programs

Page 19: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

You now have a “working copy” of your units data

• Internet Rechartering keeps a “working copy” of your unit’s registration data

• That means:– Changes you make will not be visible to

anyone else until recharter is processed

Page 20: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

New - Updating Unit Roster

Any time after you have started you can update your “working copy” with any adult or youth who have been added by the registrar.

Page 21: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

New - Updating Unit Roster

• Updating the roster will NOT change or reset any of the data you have already entered.

• If you have already entered someone it will show another listing. You must delete the listing that does NOT have a BSA ID#.

Page 22: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Update Roster• Review and if needed update chartering

organization information

Page 23: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Select Members for Renewal

Uncheck the box to remove a member

Page 24: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Members Selected for Renewal

Page 25: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Promote MembersClick “Next Step”

Page 26: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Members

Page 27: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Adult• Click “New Adult” to add

• Click “Next” if none to add

Page 28: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Adult-2Social Security Number to be added by Council staff

NEW: Ethnic Background is now required

Page 29: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Adult-3

Page 30: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Adult

• Click “OK” on the “Save” dialog box

• You will be returned to “Add New Members”• Click “New Adult” to add another adult• Click “Next” when there are no adults to add

Page 31: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Youth Member• Click “New Youth” to add• Click “Next Step” if none to add

Page 32: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Youth’s Information• 2 screens

Page 33: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Add New Youth’s Information

NEW: Ethnic Background is now required

Page 34: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Enter parent’s or guardian’s info

• Next we must enter the parent or guardian

• If the parent is on the roster – including new adults just added – we will select the parent

• Otherwise, we will collect the parent’s information through screens similar to those for “Add New Adult”

Page 35: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Enter parent’s or guardian’s info

• Click “Yes” or “No”

Page 36: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Enter parent’s or guardian’s info

• Be sure to add “relationship”

Page 37: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Parent’s or guardian’s info

• Selected adult turns red. Click “Save”.

Page 38: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Update Members Data• Click “Update” to change data

• Click “Remove” to delete member

New: YPT Status has been added.

This can be refreshed by using the “Update Unit Roster” in Stage 2. Current YPT will be flagged with “Y”

Page 39: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Update Members Positions

• Adult leader positions are checked against BSA requirements – problems flagged in red

Page 40: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Updating Members Position

• Click the “Update” link to change a member’s positions – dialog box appears

• Change the position(s) and click “Save”

Page 41: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Complete Roster Update• Click “Check Roster” to update

Page 42: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Warnings & Errors

• Finds two classes of problems– Errors, such as missing required data– Warnings, such as a youth that appears to be in the

wrong grade for his/her age

• Errors MUST be fixed before you continue• Warnings should be fixed if there really is an

error, but can be ignored if “false alarms”• Links are provided that will take you to the place

to make different possible corrections

Page 43: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Summary• Click “Summary” to review final roster and fees

Page 44: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Update Fees

• Final roster with fees is displayed

• “Update” link for fee changes

• Boys Life can be updated

Page 45: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Updating Fees

• If your unit has members that pay their BSA registration fees in another unit, you do not need to pay BSA fees for them again.

• Click “Update” by the member.• On the dialog, click the “radio button” by

“Member paid in another unit” and enter the other unit in the space which will appear.

• Then click “Save”.

Page 46: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Membership Inventory• Click a reason for NON-renewal for each

youth member being dropped

Page 47: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Submit Roster• This is the final stage• Once you click “Submit to Council”, you cannot make

any further changes• We strongly recommend that you click the

“Review/print roster” to print a draft copy of the recharter roster

• Review the draft with the unit leader and members of your recharter team before proceeding and make any corrections

• Note that the draft copy is watermarked “Draft” and contains no signature lines – it CANNOT be turned in, even with signatures

Page 48: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Submit Roster• If roster is correct, click “Submit to Council”

Page 49: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Print Roster

• After “Submit to Council” is clicked, a PDF file will be created on your computer containing the updated roster.

• This copy will not be watermarked “Draft” and WILL contain signature lines for the Chartered Organization head and Unit Leader.

• Print the entire PDF and fasten it together. Do not discard any pages!

• Log off Internet Rechartering

Page 50: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Now What?• Now you need to get signatures of the unit

leader and the Institutional Head of Chartered Organization (the person who signed the Charter Agreement with BSA,NOT the COR)

• Remember that the chartered organization must sign all adult applications and that the unit leader must sign all youth applications.

• Save yourself and them some time by checking all your new applications to be sure that they are properly signed and take along any that haven’t been signed.

Page 51: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

And Then?

• Ask your unit Treasurer for a check payable to BSA for the total amount on the recharter roster PLUS THE AMOUNT ON THE ACCIDENT INSURANCE FORM. ($1 per paid member)

• Paper clip it all forms together and turn in at your district’s turn-in event

Page 52: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Be "On Time - Error Free“Every hour spent by volunteers and Council staff chasing down late recharters and fixing errors can't be spent helping youth. 

THANK YOU in advance for helping us make the most effective use of our limited resources to provide the best possible Scouting programs for the youth of our area!

Page 53: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

District Turn-in DatesEagle Sac and Fox

District Commissioner Chuck Tomlins 671-4297 District Commissioner David Casey 695-3959

Date Location Time Date Location Time

Dec 6th Park Plaza Church (sign up for time slot) 5:30 Dec 1st First Presbyterian Church, Sapulpa 6:00

Dec 8th Park Plaza Church (sign up for time slot) 5:30 Dec 8th First Presbyterian Church, Sapulpa 6:00

Dec 15th Park Plaza Church (sign up for time slot) 5:30 Dec 13th TBD, Okmulgee 6:30

Neosho Dec 16th Scout Resource Center 5:00

District Commissioner Kenny Davis 931-0523 Sequoyah

Date Location Time Contact Chris Guthrie 743-6125

Nov 8th 1st United Methodist Church Sallisaw 6:30 Date Location Time

Nov 10th LDS Church Muskogee 6:30 Dec 8th 1st United Methodist Church-Claremore 6:00

Dec 6th 1st United Methodist Church Sallisaw 6:30 Dec 13th Faith Lutheran Church-Owasso 7:00

Dec 8th LDS Church Muskogee 6:30 Dec 15th 1st United Methodist Church-Claremore 7:00

Oka Tuli Twin Arrows

Contact Bill Dickson at 915 490-7213 District Commissioner Ron Bender 724-0477

Date Location Time Date Location Time

Nov 28th 1st United Methodist –Broken Arrow 6:30

Dec 1st Scout Resource Center 6:30

Dec 8th Broken Arrow Church of Christ 6:30

Page 54: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

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PERFORMANCE RECOGNITION PROGRAM

Page 55: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Journey to Excellence helps Units. It brings:

• A framework for planning for the year• A method for evaluating the Unit• Assessment of how they’re doing in the key areas found

in great Units• Guidance in areas where they might do better• Specific guidelines and standards of what is good

performance• Early warning of potential problem areas• Recognition for good performance• Benchmarking to get ideas and tips from other good

units55

Page 56: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Unit performance is assessed in key areas including:

• Advancement• Outdoor• Service Projects• Training

• Membership• Retention• Leadership• Budget

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In each area, the Unit’s performance against specific standards

Gold, Silver, Bronze or “did not meet minimum standard”

And did the Unit show improvement?The assessment is made as part of the charter renewal

Page 57: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Emphasis of Journey to Excellence

• Program and Participation in the Unit (Membership) are most important factors

• Administrative factors are considered

• Factors which are early indicators of Unit strength and health are identified and assessed

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Page 58: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Here’s an Examplefor Cub Scouts

Advancement – Increase the percentage of Cub Scouts earning rank advancements.

Bronze – Have 55% of Cub Scouts advance one rank OR have a 2 percentage points increase – 100 points

Silver – Have 75% of Cub Scouts advance OR 55% advance, and have a 2 percentage points increase - 200 points

Gold – Have 90% of Cub Scouts advance, or 75% and have a 2 percentage points increase – 400 points

Page 59: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Here’s another Examplefor Boy Scouts

Short Term Camping – The troop conducts short term or weekend campouts throughout the year.

Bronze – Conduct 4 short term campouts - 50 points

Silver – Conduct 8 short term campouts – 100 points

Gold – Conduct 10 short term campouts – 200 points

Page 60: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

And here’s another Examplefor Venturers

Youth leadership: The crew has elected youth leaders who are leading the crew activities.

Bronze – Have an elected president, vice president, secretary, and treasurer, and they are leading the activities of the crew. 75 points

Silver – 50% of the youth participate in Introduction to Leadership Skills for Crews (ILSC) course. 150 points

Gold – 70% of youth participate in Introduction to Leadership Skills for Crews. 300 points

Page 61: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

How is the overall rating determined?

• The Units receive points in each of the categories:Gold, Silver, Bronze or no rating (no points)

• Total points are added to give the total score• Requirements most correlated with success receive the most

points• No one requirement is mandatory• Your total score determines your overall rating For 2011 :

– Bronze is 700 plus complete a specified number of requirements – Silver is 1000 plus Bronze – Gold is 1600 plus Silver and Bronze

• Journey to Excellence assessment is made at the time of Unit rechartering

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Page 62: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Recognition• Units with a satisfactory performance

receive the “Bronze” level of recognition• Units which do better than satisfactory

receive higher recognition– “Silver” level - Effective Performance– “Gold” level - Excellent Performance

• Recognition items will include a ribbon, plaque patches for the uniform, clip art for Unit web page

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Page 63: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Here’s how you might calculate the points for a typical Pack

The Pack achieved at least 10 of 13 requirements and earned a total of 1150 points. Since Silver is 1000 and Gold is 1600, this Pack qualifies for the Silver award.

Page 64: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

There is incentive for Continuous Improvement

• Better Performance means better Scouting for youth!

• Better Performance can earn a higher level of Recognition

• Key requirements and “leading indicators” are tracked and improvement can be quickly identified

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Page 65: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.

Journey to Excellence Forms

• In your Recharter Packet

• Found on JTE website– http://www.scouting.org/scoutsource/Awards

/JourneyToExcellence.aspx

• Spreadsheets and other help can be found on the site.

Page 66: 2012 Charter Renewal Process. Select Renewal Volunteer An adult member of the unit to handle the process. Attend District Recharter Training and pick.