Re-chartering Your Scouting Unit

A Training Workshop ForSan Gabriel Valley Council

October 4th, 2014

Welcome What is “re-charter”? Key points for 2015 and beyond Unit Re-charter Plan Using Internet Re-chartering to update your

unit roster Wrap-up

Agenda

WelcomeThank you for being here!

www.sgvcbsa.org◦ This site contains links to the other websites we

will talk about, documents in your re-charter packet, and other helpful information including this presentation

Your district’s re-charter turn-in event(s) -◦ We will accept your completed recharter and get

it turned in for you ahead of the deadline. This also allows you to have more time to correct any errors found by the Council staff.

Write These Down

What Is Re-charter?Let’s be sure we’re all on the same page for some terms we will use to talk about re-charter

Annual commitment of a chartered organization to continue sponsoring 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

Re-charter is …

Key Points for 2015Important things everyone – first timer or Baden-Powell’s first cousin – needs to know

100% Trained top unit leadership

YPT certificates needed for all NEW Adults being added when applications are turned in.

2016 “NO LAPSE PERIOD”

What’s New This Year?

SGVC has adopted the policy that all “top unit leaders” must have completed all BSA training required to be considered “trained for the position” in order to re-charter in that position.◦ Applies to Cubmasters, Scoutmasters, Varsity

Coaches, Venturing Advisors, Skippers, and Exploring Advisors

Re-charter process will not complete until the top unit leader on the recharter has required training.

See your district training team for requirements

100% Training –Top Unit Leadership

All units must use Internet Re-chartering

All units on same schedule with re-charters due on DECEMBER 1, 2014

All registered leaders must have completed youth protection training before the unit can be re-chartered.

*2016 Future changes to re-chartering

SGVC Re-charter Process

Complete applications are required for each new youth or adult member listed as new on the printout.

Social Security Numbers and Youth Protection Training are required for all adults.

Turn in entire Internet Re-chartering printout!

Recharters are due by December 1. Turn in Journey to Excellence Award

worksheet with re-charter.

Reminders

Unit Re-charter PlanHow re-charter is accomplished

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

Who Does It?

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

How To Make Recharter Easy

Using Internet Rechartering To Update

Unit RosterA tool to make life easier

Internet Re-chartering Web-based application running on servers at

the National Council Used to update unit roster for re-charter

◦ 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

Computer with Internet connection◦ Doesn’t have to be the same computer for each

session! Be sure to log off each session. Internet Explorer 6 or higher

◦ Key features do not work with other browsers Knowledge

◦ Take the tutorial. Ask questions if needed. Time

◦ Can’t start working until two months before current unit charter expires (e.g., October 1 for a charter expiring December 1)

Access Code from instructions in packet

What You Need To Get Started

If you are a registered leader, you can access the Internet Re-chartering link via www.sgvcbsa.org

Take the Internet Re-chartering tutorial

Begin as soon as you can – October 1st

How To Get Started

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

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

Internet Explorer 6+ Required

You Are A First Time User Every Year For Every Unit

Enter unit type, unit number, and access code

Registration

Agree to Confidentiality Statement

Registration - 2

Provide your contact information Create password for access code

Registration - 3

Use this year’s access code and password to log in after the “first time”

Log In After “First Time”

Internet Re-charter Overview

From current BSA data OR UMS such as Troopmaster , Packmaster, or ScoutSoft

Stage 1 – Load Roster

Internet Re-chartering keeps a “working copy” of your unit’s registration data

That means:◦ Changes you make will not be visible to anyone

else until re-charter is processed◦ Changes made by BSA after this point in time will

not appear in your Internet Re-chartering 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

You Now Have A “Working Copy” Of Your Unit Data

When you return to Internet Re-chartering after having started Stage 2, click the “Update Roster” button to get updates from Scoutnet

“Update Roster” Button

Update Chartered Organization contact info

Cannot change Chartered Organization name (contact D.E. if this is needed)

Stage 2 – Update Roster

Uncheck the box to remove a member Check the box again to restore the member

Select Members For Renewal

Members Selected For Renewal

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)

◦ 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!

Promote Members

Click “Next Step” to skip “Promote Members”

Promote Members 2

Your unit will always be listed along with others chartered to the same organization

Promote Members 3

Check box to copy member to your unit

Promote Members 4

To promote from other units, get their access code from your Commissioner or D.E.

Enter it in area below the list of units for your chartered organization along with unit type and number (e.g., Pack 9999)

Promote Members 5

Click “New Adult” button to add a new adult

Add New Members

Three screens to add an adult

Add New Adult

Note that Social Security Number must be entered by Council staff to protect privacy

Add New Adult 2

You must make a selection in “Ethnic Background”; use “Not provided” if the new member did not provide this information

Add New Adult 3

df

Add New Adult 4

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

Add New Adult 5

Click “New Youth” button to add youth

Add New Members 2

Two screens to provide data about the youth

Add New Youth

Add New Youth 2

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”

Add New Youth 3

Click “Yes” or “No”

Add New Youth 4

Choose the adult’s relationship to the youth Then select the adult with the “radio

button”

Add New Youth 5

Selected adult turns red. Click “Save”.

Add New Youth 6

Click “Update” to make changes to member Click “Remove” to delete member Note adult YPT status information

Update Member Data

If you click “Remove”, confirmation is requested

Click “yes” to remove the member Click “no” to keep the member

Update Member Data 2

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

Update Member Position

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

Change the position(s) and click “Save”

Update Member Position 2

When all requirements are met, click “Next Stage”

Update Member Position

Click “Update Roster” to complete Stage 2

Complete Update Roster

Click “Check Roster” to start a detailed check

Stage 3 – 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 “false alarms” Links are provided that will take you to the

place to make different possible corrections

Check Roster

Errors MUST be corrected before continuing

Check Roster 2

A warning should be corrected if it really is an error

Check Roster 3

YPT Warnings

Leaders with YPT warnings will be listed in a new section of the Recharter Report

Check Roster 4

We can move on…

Check Roster 5

Click “Summary” to review final roster and fees

Stage 4 - Summary

Final roster with fees is displayed

“Update” link for fee changes

Click “Boy’s Life” to check 100% Boy’s Life

Update Fees

Add missing Boy’s Life for youth member

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.

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”.

Update Fees 3

Click “Next” when finished making changes

Update Fees 4

Click a reason for NON-renewal for each youth member being dropped

Membership Inventory

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 – Submit Roster

If roster is correct, click “Submit to Council”

Submit Roster

Don’t forget to print roster for signature

Roster Submitted

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

Print Roster

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.

Now What?

Complete the Accident Insurance Information Form.

Ask your unit Treasurer for a check payable to San Gabriel Valley Council for the total amount on the recharter roster PLUS THE AMOUNT ON THE ACCIDENT INSURANCE FORM.

Paper clip it all together and turn in at your district’s turn-in event or the council office no later than December 1st.

And Then?

Wrap-UpThanks again for taking the time to make administration of Scouting more efficient!