Rechartering Your Scouting Unit A Workshop For Sam Houston Area Council October 19, 2017 1:20AM **************** NOTE TO PRESENTER: This is the Recharter Workshop presentation for 2017, updated October 19, 2017 1:20AM. NOTE: EACH DISTRICT IS EXPECTED TO UPDATE SLIDES 4 AND 20 WITH DETAILS OF THE DISTRICT’S IN-DISTRICT TURN-IN OPPORTUNITIES. THE BOILERPLATE TO BE UPDATED IS IN RED TYPEFONT. *****************

Agenda Welcome What is “recharter”? Key points for 2017 Unit Recharter Plan Using Internet Rechartering to update your unit roster Wrap-up Here’s what we will cover tonight. The “Key Points” contain information that EVERYONE needs to hear. After that, experienced recharter processors may decide that they don’t need to stay. But be warned, sometimes we don’t always remember all the details of things we do only once a year. An hour of your time NOW may save you lots of trouble later.

Welcome Thank you for being here! Thank you for being here! Recharter is about as exciting as a root canal. But, like the root canal, it needs to be done and needs to be done as quickly and painlessly as possible. Thank you for taking the time to learn how to deal with this administrative necessity. Our goal is enable you to be as efficient as possible so that you can get back to the fun stuff – delivering Scouting to the youth in your unit!

Write These Down www.shac.org/recharter This site contains links to the other websites we will talk about, documents in your recharter packet, and other helpful information including this presentation Our district’s recharter turn-in events are on December 7 at [specify location] and December 14 at [specify location] If you miss the district event, turn in at Council office Monday-Friday 8am-4pm AND 9am-noon Saturday December 2 NOTE-> Only one Saturday turn-in date in 2017 ***YOUR DISTRICT SHOULD UPDATE THIS SLIDE WITH ITS TURN-IN LOCATIONS AND, IF DIFFERENT, DATES. *** If you don’t need to take any other notes during this presentation, please write these two things down now: The Council website contains links to Internet Rechartering and its tutorial, contains most of the documents in your recharter packet, and other helpful information – including this presentation so you need not copy down the slides. It is a starting point for everything about recharter. The other important information is our district’s special turn-in event(s). While recharters are due no later than December 15th, our district will check recharters on the [dates on this slide] and accept those that are completed. This not only will save you a trip to the Council office but also give you a few extra days to make any corrections to errors found at the turn-in or by the Council registration staff. If you miss the district turn-in events, the Council registration staff accepts recharters during normal business hours (Monday-Friday, 8am until closing). While the office is open until 4:30pm, please arrive by 4:00pm so that you will be done by closing time. The registration staff must leave at 4:30pm or the Council incurs the added expense of overtime pay. Please make respectful use of Council resources! Registration will accept recharters again this year from 9:00am-noon on the first Saturday in December (only!). Please arrive at least 30 minutes before noon so that the registration staff can leave on time. Note that the council has major training events scheduled in the building on this day, so parking could be challenging. Does everyone have this information written down? Let’s go on…

What Is Recharter? Let’s be sure we’re all on the same page for some terms we will use to talk about recharter Let’s look at a few Scouting terms that we will use in this presentation. While individuals experienced with recharter may be familiar with them, it is important that all of us understand them in the same way. So, if you already know this, please bear with us while we explain them for those who don’t.

Recharter is … Annual commitment of a chartered organization to continue owning and operating a specific Scouting unit Annual renewal of individual memberships of a unit’s youth and adult members Annual authorization from BSA for a chartered organization to use a BSA program to serve youth As used in this presentation: UNIT is a Cub Scout Pack, Boy Scout Troop, Varsity Scouting Team, Venturing Crew, or Sea Scout Ship. A CHARTERED ORGANIZATION is a local organization or group of citizens that want to use BSA’s programs to serve youth in this area. The BSA programs are Cub Scouting (Tiger, Cubs, Webelos), Boy Scouting, Varsity Scouting, Venturing, and Sea Scouting. A CHARTER AGREEMENT is executed between BSA and a chartered organization to define the relationship between BSA and the organization. A separate agreement is required for each unit the organization has. The organization OWNS the unit created by the agreement and is responsible for providing it adult leadership and a place to meet. The UNIT LEADER is the top direct contact leader in the unit. This is the Cubmaster, Scoutmaster, Coach, Advisor, or Skipper, depending on the program the unit is using. This is also called the “top unit leader”.

Key Points for 2017 Important things everyone – first timer or Baden-Powell’s first cousin – needs to know The Key Points are information that everyone involved in recharter needs to know. There aren’t many changes this year. But, even when the information remains the same, it is important that all of us are reminded about it. After all, we only do this once a year and we may be a “mite hazy” on some of it.

What’s New This Year? Membership fee increase Youth Protection Training change New Member Coordinator position Additional payment option Changes to Internet Rechartering Changes to SHAC recharter packet Saturday recharter turn-in at SHAC only on December 2 The next slides will provide details

Membership Fee Increase Effective December 1, 2017, the BSA membership fee for non-LDS units is $33 Applies to all of our December recharters regardless of the date submitted On September 1, 2017, BSA announced that the membership fee would increase to $33 on December 1. Because our recharters are for the period January 1, 2018 through December 31, 2018, this increase applies to all recharters even if the unit completes the process and turns in paperwork in November. The fee increase was stated by BSA to apply only to units that are NOT chartered by the LDS Church. Sam Houston Area Council does not collect BSA membership fees for LDS units. Instead, the Church headquarters aggregates members in all its units and makes a bulk payment to BSA for them. The amount of the fee for LDS units was not stated in the announcement.

Youth Protection Training Change As of September 1, 2017, proof of Youth Protection Training must accompany a new application Registrar is prohibited from processing an application without current YPT Remember that, for recharter, “current” means the later of the first day of the new charter (January 1) or the date the registrar processes the recharter We strongly recommend that members whose YPT expires before March 1 retake YPT now! On September 1, 2017, BSA informed councils that, effective immediately, the “30-day grace period” for Youth Protection Training was eliminated. A prospective member must complete YPT before his/her application can be processed. Exceptions are not permitted. Proof of YPT must accompany a new application. For members that are brand new to BSA this is because they do not have a member number to which to link their My.Scouting profile with the result that neither My.Scouting nor Scoutnet 2000 can see that YPT has been taken. For an existing member, if proof of YPT is not turned in, there is a risk that the My.Scouting account is not properly linked with the same result. Besides that, if the registrar has to look up YPT for existing members, processing is slowed down for everyone. BSA tools – Internet Rechartering and My.Scouting tools – will accept any current YPT course to meet this requirement whether it is the version of YPT required by the Scouting program to which the application is made. However, our council requires that the current YPT course is the one required by the program and will reject the application if it is not. The required version for Venturing and Sea Scouting is “Y02” (Venturning YPT), for Exploring is “Y03” (Exploring YPT), and for everyone else is “Y01” (YPT). Because the tools implement the looser BSA requirement, you will need to review each member to be sure that he/she is current in the correct YPT course. “Current” for the purpose of rechartering is the later of the first day of the renewal period (January 1) and the day which the registrar completes the final processing of the recharter. For example, if you turn in paperwork on time but an error is found and not corrected until January 15, final processing will not occur until that date or later. If members’ YPT expire during the first two weeks of January, new errors will be found and more delays will occur during which more members’ YPT could expire. To eliminate this “snowballing” effect, we strongly recommend that units review the expiration dates of their members’ YPT and have members re-take YPT if it would expire before March 1 following recharter.

New Member Coordinator New position “New Member Coordinator” (NM) Replaces “Parent Coordinator” (PC) and “Unit Membership Chair” (126U) Old position will be dropped at year end Members registered in old position will receive an email encouraging them to register in the new position On September 1, 2017, BSA announced that a new position, “New Member Coordinator” (NM), would replace the positions “Parent Coordinator” and “Unit Membership Chair”. The function of the new position is to welcome new members to the unit and assist in getting them integrated into the unit and the Scouting program. The old positions will be dropped at the end of the year. To continue as members, incumbents in the old positions will need to be registered in the new position or some other position. Incumbents in the old position are to receive an email encouraging them to do this. However, if they don’t have a current email address of file, they won’t get the email. Units should be able to move incumbents to another position at recharter.

New Payment Option Internet Rechartering will allow fees to be paid by credit card. Sam Houston Area Council has “opted in” to collection of its accident insurance fee by Internet Rechartering BSA will charge a 3% “convenience fee” for credit card payment Units may continue to pay by cash, check, or unit account if they do not wish to use a credit card On September 1, 2017, BSA announced an additional payment option for recharter fees. A new “next to last” step will be added to Internet Rechartering to allow a unit to pay by credit card. To permit a complete payment of fees, Sam Houston Area Council has “opted in” to the collection of its “accident insurance fee” (historically, done manually with the blue form in the recharter packet) by BSA. It is our understanding that BSA will collect $1 per paid membership. If a unit elects this option, credit card payment would be process before the “submit to council” button is clicked at the end of Internet Rechartering and the balance due on the recharter report would reflect that payment was made. BSA will remit the accident insurance fee to the council. [NEW OCTOBER 3, 2017] BSA will charge a 3% “convenience fee” for credit card use.

Internet Rechartering Changes New “look and feel” consistent with my.scouting tools Program navigation will remain the same except for the addition of a new “next to last” step to allow online payment by credit card EO or COR will be able to sign the recharter report electronically if he/she desires Support for NM position and YPT changes Lack of current YPT will be an ERROR in Stage 3 which must be fixed to complete the process SHAC requires that program-required YPT is current On September 1, BSA national announced the following changes to Internet Rechartering. From the announcement memo: “The few changes will be intuitive and the basic navigation is unchanged, except that navigation will be easier in multiple device and browser formats.” 1. The “look and feel” for Internet Rechartering has been changed to be more look that of the My.Scouting tools. 2. The only announced change to navigation is the inclusion of a new “next to last” step in Stage 5 that allows the unit to pay national and council fees via credit card. (Details above.) This step will not appear for LDS units because all fees are paid in bulk by the Church headquarters and not collected by the council. 3. An optional step in Stage 5 allows the Executive Officer or Chartered Organization Representative to sign the recharter roster electronically before it is “submitted” in Stage 5. Note that the COR can only sign the roster electronically. Adult applications submitted with the recharter roster will still require an original signature. “Instructions will be provided in an online FAQ linked to Internet Rechartering.” 4. The new position, “New Member Coordinator”, is supported. This position replaces “Parent Coordinator” and “Unit Membership Chair”. 5. Internet Rechartering will support the September 1 changes to the YPT requirement. If Internet Rechartering cannot find a YPT that would be current as of January 1, 2018, for a member, an ERROR will be issued. You will not be able to complete the recharter until either (1) the member provides proof of YPT completion or (2) the member is deleted. We have learned that there will be a way to inform Internet Rechartering that you have proof of YPT in hand allowing the error to be cleared. When this feature is used, you will be cautioned that the proof of YPT must be attached to the paperwork when it is turned in. 6. Note that Internet Rechartering and My.Scouting will accept any current YPT. Sam Houston Area Council requires that the program-required YPT be current and will issue problem notices for members that do not comply. Be sure that the correct YPT is current: Y02 for crew and ships, Y03 for posts, and Y01 for all other unit, district, and council positions.

Changes to Recharter Packet Recharter packet will be a one-sheet document summarizing the key points and changes for 2017 Internet Rechartering access code for this year’s recharter will be affixed to the document No roster will be distributed (use My.Scouting member manager) No “blue form” to calculate Access Insurance Fee because Internet Rechartering will do that This year, we are streamlining the recharter packet. It will consist of a one-sheet summary of the key points and changes for 2017 included in this presentation. The Internet Rechartering access code for this year will be affixed to the document. Remember to use only this year’s access code. Using a prior year’s access code will get you an error message. Also remember that you are a “first time user” the first time you log in with a new year’s access code no matter how many years you have used Internet Rechartering. Because paper rosters are almost always out of date, we are eliminating it from the recharter packet. Your unit’s “Key 3” – COR, CC, and top unit leader (CM, SM, Advisor or Skipper) – can use My.Scouting’s Member Manager to provide a list. They also designate up to 3 people to do so, if they so choose. The “blue form” for calculating the accident insurance fee is no longer needed because Internet Rechartering will now calculate the fee. Any other documentation that is available will be found through www.shac.org/recharter.

Saturday Recharter Turn-in Registration staff will receive recharters from 9:00 AM until noon on Saturday, December 2, during Commissioner College This is the only Saturday turn-in this year There will be only one Saturday turn-in this year: 9:00am until noon on Saturday, December 2, during Commissioner College

Reminders Complete applications are required for each new youth or adult member listed as new on the printout. Social Security Numbers and Youth Protection Training required on all adult applications. Top Unit Leader must be trained for position. Turn in entire Internet Rechartering printout! Recharters are due by December 15. Turn in Journey to Excellence Award worksheet with recharter. BE ON-TIME AND ERROR-FREE! Internet Rechartering should eliminate most roster problems. Don’t forget these things so that your recharter is On Time and Error Free: Any youth or adult listed in the Internet Rechartering printout must be accompanied by a complete application with original signatures. Be sure to fill in all blanks that apply to the member, including all of the references and questions at the end of the adult application. Don’t forget the attachments for adults. SSN’s are required for adults to conduct the criminal background check. Adults must have completed the Youth Protection Training appropriate for the unit’s Scouting program. The due date for all recharters is December 15. Chasing down recharters that are late wastes a lot of volunteer and employee time. Please set a good example for the youth in your unit and be on time! If Journey to Excellence is not turned in with the recharter, the form must be in the council office before December 31. The JTE system will not accept a 2017 form after December 31.

Unit Recharter Plan How recharter is accomplished If you are an old hand at this and your unit always turns in its error-free recharter by December 15, you are free to depart. Now let’s talk about how your unit should approach recharter. Because we know that we have to recharter every year, a little planning goes a long way toward making this process go more smoothly.

What Needs to be Done? (Complete by) Task to be completed (Oct 1) District Executive visits chartered organization (Oct 1) Unit Committee assigns recharter plan tasks, including overall Unit Recharter Coordinator (Oct 1) Unit obtains recharter packet from district’s Commissioners (Nov 1) Unit Recharter Coordinator attends district recharter workshop (Nov 1) Unit completes membership inventory Contact every member about renewing If not renewing, note the reason (needed for I.R.) Collect National fees from those renewing Obtain applications from members not included on current BSA unit roster (Nov 1) Confirm all adults have YPT and top unit leader has completed BSA training for position applications and YPT proof for 18yo+ Venturing youth The next two slide show the main tasks and the suggested timeline. “(Oct 1)” means task should be completed by October 1. Note that we have added YPT and top unit leader training to list of tasks.

What Needs to be Done? 2 (Complete by) Task to be completed (Nov 27) Update recharter roster using Internet Rechartering (Dec 1) Obtain signatures on updated roster from Chartered Organization head and unit leader (Dec 15 or earlier) Turn in signed roster printout, applications for all new members, and payment to SHAC More milestones in the recharter plan

What Needs to be Done? 3 (Complete by) Task to be completed (Dec 15) Turn in on or before December 15 At our district’s recharter turn-in events on 12/7 and 12/14 [replace with details] Or at the Council office (2225 N Loop W) if you miss the district events M-F 8am-4:30pm OR 9-noon Saturday 12/2 Council staff reviews the paperwork for errors; issues a “problem recharter notice” if any are found Commissioners or D.E. will contact unit to correct any errors. (Mar 1) Must complete corrections no later than 60 days after charter expiration date or unit drops, regardless of when the error is found or the unit is notified ************ Note to presenter: modify the red text with your district’s details. Encourage units to be “On Time and Error-Free” to save their time, other Scouting volunteers’ time, and council staff time to be better able to serve the youth that we serve!

Who Does It? Process led by unit committee Lead assigned to a committee member Or Committee Chair Unit leader (CM, SM, etc.) signs certifying youth listed are actually in the unit Chartered Organization Head signs approving adult leaders Help from other unit leaders, parents Unit Commissioner and district’s commissioner team are additional resources

How To Make Recharter Easy Start early! Be sure all members are on your unit roster before you begin the roster update process! Develop a Unit Recharter Plan using the tasks in the Unit Recharter Process Assign responsibility and due dates for the Plan’s tasks Publicize dates pertaining to unit members in the Unit Annual Plan (calendar) Monitor progress to assure that tasks are completed on time Be thorough and accurate Recharter is a simple process if you follow the plan. Be sure to start early! That will give you plenty of time to handle anything unexpected. Use Internet Advancement to check that all your members are registered before you start working on recharter. If you don’t see a member on Internet Advancement, you WILL need a new application for that member. If you turn in all new member applications before you start recharter, you won’t have to turn in any new applications with recharter which will simplify your turn in. If you cannot use Internet Rechartering, have the registered Committee Chair or unit leader request a new recharter roster printout. The one included in your recharter packet is several months old. Take the time to develop a written plan. It will help everyone know who is responsible for what by when. Keep your members in the loop about what is expected of them. Delegating responsibility is great! But be sure to check that all tasks are on schedule.

Using Internet Rechartering To Update Unit Roster (October 2017 Version) A tool to make life easier Now we will look at the Internet Rechartering tool. Most of this part of the presentation will be looking at screens from Internet Rechartering. The presenter should use the titles and any comments on each slide to simulate an Internet Rechartering session. Commentary in the presenter notes from this point forward will focus on points to stress rather than a complete script. The presenter may wish to allow experienced Internet Rechartering users to leave at their discretion. NOTE : Some screen shots in this section are from prior years’ versions of Internet Rechartering. We will begin working to update the screenshots as soon as we get access on November 1.

Internet Rechartering Web-based application running on servers at the National Council Used to update the 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 Verify required adult leadership in place Work can be completed in multiple sessions Calculates BSA National fee and council accident insurance fee Optionally, chartered organization approval online and credit card payment online Print updated roster for turn-in Sam Houston Area Council requires all units to recharter using Internet Rechartering. This includes Exploring Posts which must use the Exploring version of Internet Rechartering on LFL.MYPARTICIPATION.ORG. Separate recharter materials for Exploring Posts will be provided by the council. What is it? It a web-based tool provided by the National Council and runs on servers it provides that allows a unit to update its recharter roster. You can make corrections to information on file in BSA’s registration system. You can delete members who have left the unit. You can add new members not currently on your roster. The person using the tool on behalf of the unit is called the “recharter processor”. He or she can work from any Internet-connected computer that allows access to www.scouting.org and that has a supported web browser installed. The work can be completed in multiple sessions and does not all have to be completed at the same computer – just be sure to log off at the end of each session because your working copy of the BSA registration data can be corrupted if two sessions access the same unit at the same time. Internet Rechartering will verify that the updated roster contains the required minimum adult leadership, adjust fees for members paying registration fees in another unit, and calculate the BSA fees and council accident/sickness insurance fees for the revised roster. Most importantly, when you submit your updates to the system, all of your changes are saved so that the Council staff can put the changes into the registration system without retyping them. Chartered organizations that wish to approve the revised roster electronically may do so before the revised document is submitted electronically. Units that wish to do so may pay by credit card. BSA will add a 3% “convenience fee” when a credit card is used. At the conclusion of the online process, you will print out the updated recharter roster for turn-in. If your chartered organization did not sign the updated roster electronically, you must obtain original signatures on the appropriate page of the printout. What Internet Rechartering is not? Internet Rechartering is not a complete online process for recharter. You still must print out the revised roster, get signatures from the Chartered Organization (if it did not sign the roster electronically), and turn in the signed roster along with applications for new members, and payment for the GRAND TOTAL of fees. Internet Rechartering is a not an real-time window into BSA’s registration system. After you complete “Stage 1” you will be working with a COPY of BSA’s registration data. Any changes in the BSA data after that point will NOT show up in Internet Rechartering unless you use the “Update unit roster” button available in Stage 2 – Update Roster. That’s why be encourage you to use Internet Advancement to check that any changes your unit has made recently are reflected in your roster. My.Scouting’s Member Manager (accessible by your unit’s “Key 3”) or Internet Advancement can show you current BSA registration information for your unit.

What You Need To Get Started Computer with Internet connection Doesn’t have to be the same computer for each session! Be sure to log off each session. Web browser supported by My.Scouting Chrome, Firefox, Internet Explorer 11, Safari Knowledge Take the tutorial now. It’s outdated but will give you an idea of what happens. Ask questions of your commissioner team, if needed. Time Can’t access the system until November 1 Access Code from instructions in packet (The slide shows what is needed – read it.)

How To Get Started If you are registered in My.Scouting, access Internet Rechartering under “Legacy Web Tools” in the menu There are several ways to access Internet Rechartering… If you are a registered in My.Scouting, you can log on and find a link under “Legacy Web Tools” in the menu.

Or … Link on shac.org/recharter in the “Recharter Resources” section Exploring Posts use the Exploring version on lfl.myparticipation.org Begin as soon as you can – November 1 You also need to know how to use the system which we will cover shortly. There is an online tutorial which you can take at any time that will give you a feel for navigating the system. There is a link to the tutorial on the Council recharter page and on the home page for Internet Rechartering on the national site. You can use the tutorial right now. It looks different than either last year’s version or this year’s version but it can give you an idea of the program flow. However, you will not actually be able to use Internet Rechartering until November 1st. Let’s take a look at the system.

Supported Browser Required The supported browsers for My.Scouting are the most current version of the following: Chrome Firefox Internet Explorer 11 (older versions are no longer supported) Safari You should be able to use the same devices that you use for My.Scouting Adoption of the My.Scouting framework for Internet Rechartering will broaden the browsers, operating systems, and devices that can be used. This should be a major improvement for users that do not use Microsoft Windows computers.

You Are A First Time User Every Year For Every Unit You see the Internet Rechartering home page every time you access the system. The first time EVERY YEAR that you use Internet Rechartering for EACH UNIT you are a FIRST TIME USER. Every unit gets a new access code every year. So the access code and password your unit used last year will attempt to access last year’s recharter; you will get an error message telling you that your data is no longer available. Clicking “FIRST TIME USER” sends you to pages to set up THIS YEAR’S ACCESS CODE with a password. After your “first time” through the registration process, you will use “RETURNING USER” to log in with the password.

Registration Enter unit type, unit number, and access code As a “First Time User”, you will use the Access Code, unit type (Pack, Troop, etc.) and unit number to identify yourself. The Access Code will be found on a brightly colored label on the instructions included in your recharter packet. If the label is missing or lost, contact your commissioner or District Executive to get your Access Code.

Registration - 2 Agree to the Confidentiality Statement The confidentiality statement says that you will use the data in the system only for rechartering your unit. You must agree to abide by the confidentiality statement to complete registration.

Registration - 3 Provide your contact information Create password for access code Click “Register” Finally, you tell the system who you are, how to contact you by phone and email, and create the password with which you will log on in future sessions.

Log In After “First Time” Use this year’s access code and password to log in after the “first time” Once you have logged on the first time and personalized your Access Code, click the “Returning User” and use the Access Code and password to log on.

Internet Recharter Overview Note that the windows will scroll to show more info! After you complete registration, Internet Rechartering displays a summary of the process that you will be going through. Internet Rechartering has two units of work. “STAGES” are the major phases of the process. Some stages are subdivided into “STEPS”. Some stages have only one step; some have many steps. That “stages” of Internet Rechartering are: Stage 1 – load data into your unit’s Internet Rechartering workspace. Stage 2 – update your roster. This stage has six steps. Stage 3 – the roster is checked for errors. Stage 4 – update fees (add/remove Boys’ Life and deal with members paying BSA fees in another unit); report why any dropped youth members are dropping out. Stage 5 –pay by credit card option, electronic COR signature option, then submit your changes to the Council and print your updated roster. To get started, click “BEGIN” at the bottom of the page.

Page Layout of New Version Entry Area Header Navigation Pane Info & Tools Before we go on, let’s talk briefly about the page layout of (the new October 2017 version of) Internet Rechartering. NOTE TO PRESENTER: THIS IS AN ANIMATED SLIDE. WHEN [CLICK] APPEARS IN THE TEXT, CLICK ONCE TO MAKE THE ANIMATED TEXT APPEAR. Not all elements appear on every page. If scroll bars appear next to an element, there is more information out of view. Move the scroll box to reveal out of view information. If a yellow box with “(redacted)” appears, we are covering up information that could be used to identify a person or council. If a yellow with “$$amount$$ appears, we are covering up a fee calculation that may not be accurate because this presentation is assembled from multiple sources. The amount doesn’t affect the presentation but we didn’t want to lose focus on what is happening. [CLICK] At the top of the page is the header. It shows the council and unit being worked on. At the right hand side are settings and the current user sign-off. At the left side is the navigation pane. It shows your progress through Internet Rechartering and, when present, shows the stages and steps to which you can go by clicking on the name. Names in background text cannot be accessed at this time. In the middle is the entry area. This is where you will edit your roster and spend most of your time. This area may take up the entire page on some pages. [CLICK| The right hand side of the page contains an area containing multiple status displays and tools. “Roster Review” shows the number of members being rechartered and, in some cases, the current total for fees. This area contains the “Review/Print Roster” button which, when displayed, allows you to print a DRAFT roster. “Unit Information” shows information about the unit being worked on. “Update Unit Roster”, when it appears, allows Internet Rechartering to obtain current Youth Protection Training dates for your unit and allows it to get roster updates from Scoutnet (new applications processed, etc.). We urge you to click this button at least once during every Internet Rechartering session.

Stage 1 – Load Roster From current BSA data OR UMS such as Troopmaster , Packmaster, or ScoutSoft There are two options for loading your roster into the Internet Rechartering workspace. Click “Load Council Information” to load the current BSA information at the moment the button is clicked. Click “Upload Recharter File” to match information from a Unit Management System (UMS) against the current BSA information. BSA supports recharter files produced by Troopmaster, Packmaster, and ScoutSoft.

Using UMS Data Data can be uploaded from a UMS, such as Troopmaster, Packmaster, or TroopSoft Uploaded data is matched with current BSA registration data To assure the best match, be very careful to use only the FULL LEGAL NAME and CORRECT BIRTHDATE in your UMS data Failure to match between UMS and BSA of more than 50% is not uncommon the first time you upload UMS data Mismatched data will corrupt BSA’s database For this reason, we do not encourage upload of UMS data Using the recharter file produced by a UMS can be challenging. For this reason, we don’t encourage using this option unless the unit is very careful in entering the full legal name and birthdate of each member (like the Council does when it enters a new member from an application). Your recharter file is uploaded, the matching process with the BSA current data starts. A person in your recharter file “matches” based on all of the name fields and birthdate. The system then presents a list of everyone in your UMS recharter file and asks you to mark everyone that you are adding as a new member. (Don’t worry…if you miss someone who is new you will be able to mark them as “new” later on.) After the new members are removed, each remaining unmatched person in the UMS recharter file is displayed along with a list of everyone that wasn’t matched in the BSA registration data. Select the person in the BSA list that corresponds to the person being shown from the UMS recharter file. If this person should have been marked as “new” earlier, you can mark them as “new” at this time. Once all of the unmatched persons in the UMS recharter file have been matched manually or marked as “new”, the remaining unmatched persons in the BSA list are marked as “deleted”. For all “matched” and “new” persons, the person’s information from the UMS recharter file REPLACES the BSA registration information. GREAT CARE MUST BE TAKEN IF USING THIS OPTION. If you mismatch a member, you will corrupt their information in BSA’s registration system. For this reason, we discourage the use of this option unless a unit is prepared to be meticulous in its handling of its UMS data.

You Now Have A “Working Copy” Of Your Unit 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 Changes made by BSA after this point in time will not appear in your Internet Rechartering work area unless you click the “Update Unit Roster” button For this reason, we strongly suggest you carefully review the current roster with Internet Advancement before starting Stage 1 After you complete Stage 1, you are working with a copy of BSA registration data. Your changes will not be available in BSA registration data until you complete Internet Rechartering and your recharter is processed by council registration. Any change made to BSA’s registration data (updates, new members, etc.) will NOT appear in your Internet Rechartering workspace until you click on “Update Roster”. At that time, your workspace will be updated with new members and new YPT information for all adults in Scoutnet at that time. This is a significant enhancement to the system that was released in early October 2010. After clicking “Update Unit Roster”, if you previously added youths or adults that have now been added by council registration, you will have duplicate entries in your workspace. You must delete the extra entries that YOU ADDED. You can identify them easily because they will not have membership numbers (“Person ID”) in the tables in Stage 2 – Step 2 and Stage 2 – Step 5. Despite the new “Update Unit Roster” button, we still encourage you to use Internet Advancement’s print roster feature to check for missing members before you log in as a “first time user” this year. Submit applications for missing users and wait for them to be processed (that is, wait for them to appear in Internet Advancement) before you begin Internet Rechartering.

Stage 2 – Update Roster There are 6 steps in this stage When you enter Stage 2, Internet Rechartering shows you the six steps in the stage which we will cover in the following slides. Update the chartered organization Select members for renewal Promote members Add members Update member data Update adult positions You will see this screen only when you enter stage 2 from stage 1. So, normally you see it only once.

Update Chartered Organization Update Chartered Organization contact info Cannot change Chartered Organization name (contact your D.E. if this is needed) The first “step” in Stage 2 is to update information about the Chartered Organization. You can update address and telephone information. However, you CANNOT change the chartered organization name. If a change is needed for the chartered organization name, contact your District Executive for assistance. You can’t do that from Internet Rechartering. (We’ll talk more later about a reason why you might want to make a change.)

Select Members For Renewal Uncheck the box to remove a member Check the box again to restore the member The next “step” allows you to delete current adult and youth members that you do not want to recharter. Just uncheck the checkbox to drop that member. The row will turn red indicating the member is dropped. If you make a mistake and uncheck the box for some who should NOT be dropped, you can return to this point later and recheck the checkbox at any time up until you submit your updated roster at the end of Internet Rechartering. The “Update unit roster” button that allows you to get new members and updated YPT information from Scoutnet if you believe new members have added or members have completed YPT training. We urge you to click this button at least once during every Internet Rechartering session. Click the “Next” button to move to the next step.

Members Selected For Renewal A list of the members being rechartered and a list of members not being renewed is then displayed If it is correct, click “Next Step” to move on. Otherwise, click “Previous” to go back.

Promote Members Add new members to your unit by copying registration data from other units Units chartered by the same chartered organization will be listed (note: C.O. name must match exactly including any punctuation and spacing) Other units may be accessed by using their access codes and unit number A completed application is still required because the member is joining a new unit! Internet Rechartering contains a feature that allows you to copy the registration data for a new member in your unit from another unit in which the person is currently registered. This feature is called “Promote Members” because the original idea was to “promote” Cub Scouts and their parents from a Pack into a Troop. When using this feature, you will see a list of all units in the same chartered organization. To select a unit in the same chartered organization requires only that you click on the unit to set a “radio button”. However, Internet Rechartering can only match units in the same chartered organization if the NAME MATCHES EXACTLY – abbreviations, punctuation, spacing, everything. If the chartered organization name does not match exactly, you won’t see it listed. (That’s why we said earlier that you might want to updated chartered organization names by contacting your District Executive!) If you need to promote from a unit that is not listed, you can still access the unit using the other unit’s Access Code, unit type and unit number. Get the access code from the other unit, your Commissioner, or your District Executive. NOTE THAT A “PROMOTED” MEMBER IS STILL A NEW MEMBER OF YOUR UNIT. You will still need to provide a completed application. “Promote Members” just saves you the effort of entering the new member’s information in the next step.

Promote Members 2 Click “Next Step” to skip “Promote Members” The page appears to explain how “Promote Members” works. Click “Promote Members” to use it. Click “Next Step” to skip it or after you have done all your promotions.

Promote Members 3 Your unit will always be listed along with others chartered to the same organization To access units not listed, use that unit’s access code, unit type, and unit number If we clicked “Promote”, we end up here. Your unit will always appear in the list. (It may the only thing listed.) Other units will appear if their chartered organization name exactly matches yours. Click on the “radio button” to select a unit and the selected unit will appear. To access units not listed, ask your commissioner team or district executive for the other unit’s access code and enter it at the box at the bottom of the page along with that unit’s type (pack, troop, etc.) and unit number. Click “Continue” to look at the unit’s members.

Promote Members 4 Check box name to a name to copy that member member to your unit THIS IS HOW IT LOOKED IN THE OLD VERSION Check the checkbox to copy a member’s registration data into your unit. The line turns red when you select it. Click continue when through.

Add New Members Click “New Adult” button to add a new adult The next step is “Add New Members”. Adults are added first to save typing when adding the parent or guardian of any new youth. Click the solid blue button to add new adults.

Add New Adult Multiple screens to add an adult Same screens used to add or update adult There are multiple screens to add an adult member. There were three in the old version of Internet Rechartering but we received only screenshots of two. But the idea is the same even if the layout is different. Click on the “drop down list” arrow to select the primary position this adult holds. In 2017, the newly announced New Member Coordinator position replaces the retired Parent Coordinator position. Notice that the first screen can contain a lot of positions. This is because the Executive Officer can serve in that position along with Chartered Organization Rep, either Committee Chair or Committee Member, Parent Coordinator, and be a Tiger Cub Adult Partner. The Chartered Organization Rep can hold the last three of those positions. That’s too much for one person to do but BSA rules allow it. No adult leaders other than the above two (Executive Officer and Chartered Organization Representative) can hold more than one position. In a Cub Scout Pack, an adult leader can also be a Tiger Cub Adult Partner. This is not really an adult leadership position which is why it is allowed. It is listed in the “position” pull-down list because doing so makes it easier to create a new adult in Internet Rechartering. Click “Next” to move to the next screen.

Add New Adult 2 Note that Social Security Number must be entered by Council staff to protect privacy This is the second screenshot from the new system that we received for add adult. Note the warning about Social Security Numbers. To protect the member’s privacy, only the council registrar can enter the social security number.

Add New Adult 3 df THIS IS HOW IT LOOKED IN THE OLD VERSION After filling in the third screen, click “Save” to add this new adult to your roster. Remember a complete application is required for all new members.

Add New Adult 4 Click “OK” on the “Save” dialog box THIS IS HOW IT LOOKED IN THE OLD VERSION 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 The system confirms that the information was saved. You will be returned to “Add New Members”. Click the “New Adult” blue button to add another. Click “Next” after all adults have been added.

Add New Members 2 Click “New Youth” button to add youth Click the blue “New Youth” button to add a new youth member. Otherwise, click “Next Step” to move on.

Add New Youth Two screens to provide data about the youth Several screens are used to add a new youth member. We currently only have a screenshot of this first screen. We will leave the screens from the old system in place for now. Two screens add the youth’s information. Then several screens record information about the youth’s parent or guardian. After filling in screen 1 for the youth, click “Next”.

Add New Youth 2 THIS IS HOW IT LOOKED IN THE OLD VERSION Click “Next” after filling out screen 2.

Add New Youth 3 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” Now we need to enter this youth’s parent/guardian. If the parent/guardian is registered as a leader, we will just select the parent/guardian from the list of adult leaders. Otherwise, we will be presented with three screens similar to adding a new adult earlier.

Add New Youth 4 Click “Yes” or “No” THIS IS HOW IT LOOKED IN THE OLD VERSION This screen asks if the parent / guardian is a member of the unit. Click “Yes” to access the adult member list. Click “No” to add the adult. (There is no fee for the parent/guardian unless they hold a registered leader position.)

Add New Youth 5 Choose the adult’s relationship to the youth Then select the adult with the “radio button” THIS IS HOW IT LOOKED IN THE OLD VERSION Here’s an example where the parent / guardian is a member of the unit. Select the adult’s relationship to the youth FIRST. Be careful. You cannot change this selection later. We suggest that you select the relationship first. Then click on the “radio button” next to the adult that is this youth’s parent / guardian.

Add New Youth 6 Selected adult turns red. Click “Save”. THIS IS HOW IT LOOKED IN THE OLD VERSION The select adult’s name turns red. If everything is correct, click “Save” to record this new youth and parent / guardian. The confirmation dialog appears. Click “OK” to make it go away. You will be returned to the “Add New Members” page. Click “New Youth” to add another youth. Click “Next Step” when you have added all new youth.

Update Member Data Click “Update” to make changes to member Click “Remove” to delete member Note YPT status information The next step allows you to make changes to the personal data for all members. This is handy to change addresses, phone numbers, email addresses, and the like to be sure that all the information is correct. You can also make changes to the new members that you just added in case mistakes were made during that process. Click the “Update” link next to a member’s name to change that member. A series of screens will appear allowing you to make changes. Click “Update” on the last screen to save changes. You will be returned to this list Click the “Remove” link next to a member’s name to remove that member. A confirmation dialog will appear. (See next slide.) YPT status and most recent YPT completion date are shown here. If adults with “YPT Trained” = “N” complete the course, you can update their status with the “Update Roster” button in a later session. Click “Next Step” when you are finished making changes.

Update Member Position Adult leader positions are checked against BSA requirements – problems flagged in red The final step of Stage 2 is “Update Member Position”. In this step, you will see a scrolling list of all adult members along with a list of all the positions that are required for this kind of unit plus any others to which adults are registered. The list of positions shows the minimum and maximum number of these positions that the unit can have and the number that are currently registered. Any errors are highlighted in red. To make corrections, click the “Update” link next to an adult’s name. When all of the problems have been cleared, click “Next Stage” to move onto Stage 3.

Stage 3 – Check Roster Click “Check Roster” to start a detailed check Stage 3 performs a detailed check of the roster. Click “Check Roster” to begin. Notice that the names of all the steps of Stage 2 are listed as links near the bottom of this page. You can click on these links to return to that step in Stage 2. But, be warned, when you click on one of those links you will have to step through all of the steps after that one to which you returned to get back to this point.

Check Roster 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 they are “false alarms” Links are provided that will take you to the place to make different possible corrections Check rosters finds “errors” and “warnings”. Errors must be fixed to continue past this point. Beginning in 2017, failure to have current Youth Protect Training for a position that requires it will generate an ERROR instead of a warning as in the past. Fix warnings if they are really a problem. Otherwise, the warning is just something that’s unusual and can be ignored.

Check Roster 2 Errors MUST be corrected before continuing Errors are things like missing required data like phone numbers and addresses. Errors MUST be fixed before you can move on. Links are provided to take you to the appropriate place to fix this error OR to delete the member with the error. Beginning October 1, 2017, failure to have current YPT on file when it is required (adults and Venturing Participants) will result in an ERROR which must be corrected before you can proceed past this point. The links for the error shown above allow you to remove the member without YPT or to edit the member to correct the problem. Warnings are things like a youth’s grade level being either higher or lower than the one that is customary for the youth’s age. If the warning has detect something that is incorrect, you should fix the problem. However, if the warning has found something that is unusual but not wrong, just move on. You are not required to fix warnings. Links will be provided to fix the problems. For the grade example, links are provided to change the grade level and to change the youth’s birthdate.

Check Roster 3 Clicking on the “add/edit” goes to update. When a member’s YPT cannot be found by Internet Rechartering, enter the date from the YPT certificate in the appropriate update screen. YOU MUST ATTACH A COPY OF THE YPT CERTIFICATE TO THE RECHARTER PRINTOUT. Do not enter it on the update screen without having the certificate in you possession! *********************************************** WE NEED A SCREEN SHOT OF THIS!!!! .

Check Roster 4 We can move on… We arrive at this screen when we have fixed all the errors. Click “Next Stage” to move on.

Stage 4 - Summary Click “Summary” to review final roster and fees Stage 4 consists of two steps. Click “Summary” to get started.

Update Fees Final roster with fees is displayed “Update” link for fee changes The final roster is presented along with the fees (membership, Boys’ Life). Click “Update” to change Boys’ Life for a member. This is also where we indicate that the member pays BSA registration fees to another unit, that is, that the member is a “secondary” member in this unit and does not pay BSA registration fees here. After making all changes, click the “Boys’ Life” button at the bottom of this page to check that “100% Boys’ Life” requirements have been met.

Update Fees 2 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. BSA calls this a “multiple” registration. 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. See next slide for example. Then click “Save”. This slide tells how to register a “secondary” member.

Update Fees 3 Update where BSA fee is paid or Boys’ Life THIS IS HOW IT LOOKED IN THE OLD VERSION When a “Update” link is clicked, the fees dialog box appears. To change Boys’ Life subscription: Check “Sign up for Boys’ Life” to subscribe this member to Boys’ Life. Uncheck “Sign up for Boys’ Life” to unsubscribe this member to Boys’ Life. To change the unit in which a member’s BSA membership is paid: If the member pays his/her BSA membership fee in another unit: Click “radio button” for “Member paid in another unit”. Fill in the unit type and unit number in the fields that will appear when the button is selected. If the member pays his/her BSA membership fee in this unit: Click radio button for “Member paid in this unit” – THIS IS THE DEFAULT. Click “Save” to record your changes and return to the list. (See next slide.)

Verify Boys Life If roster contains households not receiving Boys Life, a reminder appears A unit is considered to be “100% Boys Life” if every home address is subscribed to Boys Life. That way, households with multiple youth in the unit need only subscribe once. If any youth home address does not have a subscription, the name and address of that youth will appear on this screen. You can return to “Update Fees” to add a subscription if you missed someone who should have been subscribed.

Update Fees 4 Click “Next” at the bottom of the page when finished making changes The member’s fee is updated. Click “Next” to move on.

Membership Inventory Click a reason for NON-renewal for each youth member being dropped THIS IS HOW IT LOOKED IN THE OLD VERSION This step appears only if your unit has unit who are NOT renewing. BSA wants to know why youth are not renewing. All youth being dropped will be listed. Select the “radio button” corresponding to the reason that a youth is being dropped for each name in the list. Click “Save” to record the information and to move on to the next step.

Stage 5 – Submit Roster Stage 5 has a lot of changes in 2017 New optional step added allowing chartered organization to approve roster electronically New optional step added allowing online payment by credit card and, eventually, electronic check New step added asking for feedback from the person processing the recharter for the unit One thing remains the same: once you click “Submit to Council” the only thing you can do is print the roster

Approve Roster Optionally, the Executive Officer or Chartered Organization Rep can approve the roster A new step in 2017 allows the Executive Officer or Chartered Organization Representative to approve the roster online. Select the appropriate person from the “drop-down box” next to “Select Approver”. That person then enters his/her initials and draws his/her signature. This step is probably easier on a touch-screen device! If the organization prefers to sign the roster physically, leave the initials and signature blank. When done, click “Next”.

Confirm No Online Approval If you don’t use online approval, a confirmation window will appear If online approval is not selected, Internet Rechartering will request that you confirm that you did not want to use it. Click “OK” to proceed to “Online Payment”. Click “Cancel” to return to “Online Approval”.

Online Payment Optional step that allows non-LDS unit to pay BSA and council fees by credit card This is the online payment step added in 2017. In the information column at the right hand side of the page, note that Internet Rechartering has calculated the “Accident and Sickness Insurance Fee” and added it to the total. This eliminates the “blue form” that we used to calculate this fee in past years. (The example shown is for another council which charges a different amount.) A unit may pay by credit card online or by cash, check, or unit account offline. Click on the “Credit Card” icon to pay online by credit card. The recharter printout will show that payment was processed if credit card is used. Note that the National Council of BSA is charging a 3% “convenience fee” for credit card use. Otherwise, click the “Cash” icon to pay by cash, check, or charge to your unit’s “council unit account” at the time your paperwork is turned in. At a future date, Internet Rechartering will support paying by “E-check” drawn from a checking account. We have no other details about this option at this time.

Card Payment Confirmation If payment was made by credit card, a screen appears with confirmation details. It can be printed.

“Cash” Payment For “cash” payment, administrative fee disappears from the information column

Stage 5 – 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 Stage 5 is the final one. ********************** NOTE: In 2017, there are changes in this area but we don’t know what they look like. We understand a new step has been added to allow credit card payment. As of October 3, 2017, the Internet Rechartering FAQ states that BSA will charge a 3% convenience fee and that no changes can be made to roster after payment is made with credit card. We understand that the COR will be able to sign the roster electronicially. Both of these things have to be done BEFORE the “Submit to Council” button is clicked. Once you click “Submit to Council” you cannot make any more changes. (If you find a error after this point, get out the ruler and ballpoint pen and make manual changes.) We STRONGLY URGE you to click “Review/print roster” to print a draft copy of your updated roster. Review the draft with your unit leader and other members of your unit’s recharter team. Go back and correct any errors found before proceeding. The draft printout is watermarked “DRAFT” and does not contain signature lines. IT WILL NOT BE ACCEPTED BY COUNCIL REGISTRATION EVEN IF YOU GET SIGNATURES ON IT. Why? Because a DRAFT roster has not been “Submitted to Council” which means your changes have not been moved back to the registration system.

Submit to Council If roster is correct, click “Submit to Council” If using either, get electronic signature and online payment first! Note that the Submit Roster page also contains a checkbox to allow Council staff to remove funds from you unit’s “unit account” at the Council office to pay the fees. Check this box if the unit account has enough money in it and you want to use it instead of a cash or check to pay your fees. Click “Submit to Council” to complete Internet Rechartering. This makes your work available to the Council staff. After that, you will print the updated rosters for signatures.

Confirmation of Submission One last chance to change your mind about submitting your revised roster…

User Survey Please provide feedback about problems you encountered, things you liked, suggestions for improvement. Your thoughtful suggestions will help shape improvements to Internet Rechartering!

Roster Submitted Print roster, called the “charter renewal application” for signatures This is the screen that appears after “User Survey”. It is the only page that you will be able to access after reaching this point. You cannot go back further. It has buttons to print the revised roster described further on the next slide. DON’T FORGET TO PRINT AND SAVE YOUR REVISED ROSTER USING THE “PRINT RENEWAL APPLICATION” BUTTON. It will be in “PDF” format. This page also includes a button to print a short form of the renewal application called “Renewal Report E-Z” introduced in 2015. DO NOT PRINT THE E-Z REPORT because it does NOT include a list of all members that you are renewing. While this report will print less paper, you will not be able to make corrections that you discover after submitting your changes. There are also buttons to print the current unit quality form (Journey to Excellence) and a Charter Agreement. We recommend downloading and using the Journey to Excellence spreadsheet from the National Council JTE page. You can access this page from item #16 from “Documents and Forms Used in Recharter” link in the “Rechartering Resources” section of www.samhoustonbsa.org/recharter or by the direct link http://www.scouting.org/scoutsource/Awards/JourneyToExcellence.aspx. Or you can print a paper copy by clicking on the button on this page. THE JTE FORM MUST BE RECEIVED IN THE COUNCIL OFFICE BY DECEMBER 31. The BSA system that processes JTE forms will not accept this year’s form after it is no longer this year! Your District Executive (or District Director) should be handling the Charter Agreement through a personal visit to the chartered organization Executive Officer. The visit should have occurred before you take the updated recharter roster to the Executive Officer for his/her signature. Therefore, we recommend that you do NOT print the Charter Agreement unless specifically requested to do so by your DE (or DD).

Print Roster After “Submit to Council” is clicked, a PDF file can be created on your computer containing the updated roster by clicking “Print Recharter Renewal Application”. This final 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 The roster is “printed” as a PDF file to your computer. Print the new roster using Adobe Acrobat Reader. We suggest that you save this file and remember where you save it in case you need to print it again. Be sure to turn in ALL PAGES printed by this process. All of them have important uses by the Council staff to complete your recharter. When you are done, log off Internet Rechartering.

Printed Roster Online approved roster paid with a credit card

Now What? Now you need to get signatures of the unit leader and the Chartered Organization head (the person who signed the Charter Agreement with BSA). 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. At this point, you need to complete the process. Get signatures from the chartered organization’s Executive Officer and the unit leader. Save them and YOU some time by taking along all youth and adult applications at the same time. The chartered organization must approve all adult applications. The unit leader must approve all youth applications. (Don’t forget that the Committee Chair must approve all adult applications too.)

And Then? Ask your unit Treasurer for a check payable to Sam Houston Area Council for the total amount on the recharter roster. Gather the check, new applications, and the entire printout from Internet Rechartering. Turn in Journey to Excellence if it is ready to go but don’t delay turning in your recharter to complete it! Paper clip them all together and turn in at your district’s turn-in event or the council office no later than December 15. Get a check for the total from the recharter roster plus any new members being added during the month of recharter. Clip together the signed roster, all completed new applications, and payment. If you have completed the Journey to Excellence, turn it in at the same time. Otherwise, turn it in to the Cockrell Scout Center no later than December 31. BSA WILL NOT ALLOW THE COUNCIL TO PROCESS IT STARTING JANUARY 1. Don’t delay turning in the recharter to complete the Journey to Excellence form. Turn it in at the district turn-in event or the Council officer no later than December 15th. If errors are found by the Council staff, your Commissioner or District Executive will contact the unit for corrections. Corrections must be completed within two months after the current charter expires or the recharter will be considered “late” for Journey to Excellence purposes.

Wrap-Up Thanks again for taking the time to make administration of Scouting more efficient! Well, that’s it. Thank you for staying to the end. We hope that the time will have been well-spent and that you are ready to tackle recharter. Our goal is to make this process as efficient as we can within BSA’s policies, so that we can spend time with our youth instead of neck-deep in administrivia. Thank you for helping us to be “ON TIME – ERROR FREE”!