recharter 2015 edelweiss district transatlantic council boy scouts of america

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Recharter 2015

Edelweiss District • Transatlantic Council • Boy Scouts of America

Part 1: Recharter Basics

What is Recharter?

Recharter Is:• The chartering process is one of the oldest

traditions in Scouting. • The formal document that certifies the

agreement between a Chartered Partner and the Boy Scouts of America.

• Allows units to update their membership rosters.

What Will I Need?

You Will Need• A current unit roster printed from Internet

Advancement• ‘Rechartering Your Unit’ Guide• ‘Recharter Checklist’• The ‘Annual Charter Agreement’ *only one is

signed per chartered organization*• 2015 Journey to Excellence for your unit

2015 FEES:BSA adult and youth: $24Insurance: $1Boy’s Life: $12Boy’s Life Remote Delivery: $36.TAC youth military: $36TAC youth non-military: $72TAC youth remote non-military: $36

BSA Abbreviations:CM – CubmasterSM – ScoutmasterNL – Venture AdvisorCR – Chartered Org RepCC – Committee ChairMC – Committee MemberDL – Den LeaderWL – Webelos LeaderTL – Tiger LeaderIH – Institutional Head / Executive Officer

December 2015- December 2016 Recharter Fee Calculator Chart

Fee Categories # Totals per category

MEMBERSHIP per Youth $ 24.00

$ -

MemBERSHIP per Adult $ 24.00

$ -

DOD COUNCIL FEE per YOUTH $ 36.00

$ -

Non DoD REMOTE COUNCIL FEE per YOUTH

$ 36.00

Non DoD COUNCIL FEE per YOUTH $ 72.00

$ -

Boy's Life/Scouting Magazine $ 12.00

$ -

Boy's Life Remote delivery $ 36.00

$ -

Insurance per Members registered (includes Tiger Parteners)

$ 1.00

$ -

Charter Renewal $ 40.00

$ -

Multiple Registration $ - 0

Transfers $ - 0

TOTAL FEES DUE FOR RECHARTER $ -

The 2015 Charter Agreement Form has changed.

The IH’s and CR’s title within the Chartered Organization

Pack JTE Scorecard

Journey To Excellence 2015 Scorecards

Troop JTE Scorecard

Venture Crew JTE Scorecard

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

side• Print Roster

Click Here

Load Roster from the Council

Click Here

All other forms referenced here can be found at:

http://www.edelweissdistrict.org/recharter.html

Questions?

Part 2: Internet Recharter System

Internet RecharteringUpdate

System EnhancementsOctober 1, 2015

Internet Rechartering Update

SUMMARY OF ENHANCEMENTS:

• New update unit roster online capability

• New Youth Protection Training status detail

• New entry pick list for Ethnic Background

• New renewal report presentation format

• New information is displayed for registrants• NEW EZ FORM Option

Internet Rechartering Update

Welcome Screen

Internet Rechartering Update

The unit renewal processor for Internet Rechartering begins as First Time User because the unit access code is changed each year for

security reasons. After initial registration, log in as a Returning User.

First Time User

Returning User

Internet Rechartering UpdateAll unit processors are required to agree to a Confidentiality Statement

when the initial First Time User registration is completed.

The agreement is required each time First Time User is selected.

Internet Rechartering Update

Account registration is simple to complete and requires name, password, e-mail address, and telephone number of the unit renewal processor.

Internet Rechartering Update

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

Internet Rechartering Update

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

Internet Rechartering Update

Upload recharter file requires a valid file from unit-management software.

Internet Rechartering Update

The first steps of Stage 2, following Load Roster, are to review the chartered organization information and determine if any members

will not be renewed for the new roster.

Internet Rechartering UpdateUpdate unit roster allows the renewal processor to import adult and youth members added to the unit roster by the council into Internet Rechartering at any time. Work already done will not be changed or reset.

Members added will display with a person ID.

If an adult or youth record was entered online and then is added through Update unit roster the processor will know which record to remove by selecting the record with no person ID displayed.

Use Update unit roster to refresh the status of adult YPT completion.

Internet Rechartering Update

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

Internet Rechartering Update

Promote Members is a process designed to allow selection of adults and eligible youth from related units and conversion of eligible youth to

adult assistant in the unit, when applicable.

Internet Applications Update

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

Internet Applications Update

Once the unit is selected and members eligible for promotion are listed, the promoting unit checks the

Promote box to complete the promotion. The original unit does not renew the member if member is leaving unit.

Internet Rechartering Update

There is no change to Page 1: Add New Adult.

Internet Rechartering Update

Page 2: Add New Adult has Ethnic Background selection required.

Internet Rechartering Update

There is no change to Page 3: Add New Adult.

Internet Rechartering Update

There is no change to Page 1: Add New Youth Member.

Internet Rechartering Update

Page 2: Add New Member has Ethnic Background selection required.

Internet Rechartering Update

There is no change to Page 3: Add New Youth Member.

Internet Rechartering Update

There is no change to Page 4: Parent/Guardian information.

Internet Rechartering Update

There is no change to Page 5: Parent/Guardian information.

Internet Rechartering Update

Update Member Data is a core step of Internet Rechartering as it provides for updating of name, address, telephone, e-mail address, and

ethnic background information. YPT information has been added. Adults who have current Youth Protection Training will show “Y” flag.

Internet Rechartering Update

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

Internet Rechartering Update

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

Internet Rechartering Update

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

Internet Rechartering Update

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

Internet Rechartering Update

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

Internet Rechartering Update

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

Internet Rechartering Update

The Application Fee recap will calculate fees based on unit expiration date.

Internet Rechartering Update

Membership Inventory lets you select a reason for each youth member not selected for renewal, such as too old for program or moved away.

This information is shared with councils for follow-up with youth to encourage a continued Scouting experience.

Internet Rechartering Update

Membership Inventory allows the entry of theReason for non-renewal by selecting the appropriate radio button.

Internet Rechartering Update

Easy to use Help assiststhe unit processor with understanding how Internet Rechartering works.

Internet Rechartering Update

An interactive tutorial is designed to help the processor learn online navigation.

Internet Rechartering Update

Unit processors handle their own needs online, such as changing passwords ande-mail addresses.

Internet Rechartering Update• UNIT CHARTER RENEWAL REPORT PACKAGE

Takeany : Troop 0103

New Adult Members(The application form(s) for new adult member(s) must be submitted with the UCRS Charter Renewal Package)

• Name Volunteer Member ID 100000000 CHARTER RENEWAL APPLICATION

• Unit: Troop 0103• District: Gold District County: Jefferson• Unit Status: R Term: 12 months• Expire Date: 03/31/2009

• Chartered Org:

• Executive Officer:

• Boys' Life:

Term: 12 months Begins: 06/2008 Ends: 05/2009

DRAFT VERSION: This is a draft report only and cannotbe used for charter renewal. You must Submit this unit toobtain the final version of the Charter Renewal Application.

• 208 Months Completed Tenure 100% Boys' Life: Y

The Draft Unit Charter Renewal Report Package is available during the online unit renewal to verify if correct information was entered and is checked before submittal to the council is done

Use the Home link to return to Stage 2 to update the member information until submittal to council occurs.

Internet Rechartering Update

After the unit renewal is submitted, the unit prints the Unit Charter Renewal Report.

Internet Rechartering Update

Internet Rechartering Update

Internet Rechartering UpdateThe Unit Charter Renewal Report Package contains the Charter Renewal Application with the Registration Fee detail and totals

and the appropriate lines for the original signatures of Executive Officer, Unit Leader, and the Council Representative

Sample

Sample

Sample

Questions?

Part 3: EDELWEISS District Recharter Timeline

and Merit Badge Counselor Roster

Edelweiss District Recharter Timeline

Your unit must be renewed byNovember 15, 2015

Recharter Timeline• October

– Membership Inventory– Collect Fees– Schedule meeting with Chartered Org and sister units (if more

than one unit is chartered by same organization) for signing of documents

November– Receive internet recharter code– Complete internet recharter – Have documents signed by appropriate organization heads– Arrange for an in-person charter turn in with your commissioner

staff or UPLOAD SINGLE FILE TO SHARE FILE!

Merit Badge Counselor Paperwork• Most Merit Badge Counselors were dropped

off of the district roster in 2015• Everyone who would like to be a Merit Badge

Counselor in 2016 must complete:– BSA adult application with position code 42 listed– BSA merit badge counselor information form

• This can be turned in now or with your recharter paperwork

Questions?

Your Commissioner StaffDistrict Commissioner: Scott Hooper- EdelwiessDistrictCommissioner@tac-bsa.org

Berlin ADC: Terry Roggow – terryroggow@gmail.com

Grafenwohr/Vilsek/Hohenfels: James Beatty – EdelweissDistrictCommissioner@tac-bsa.org

Stuttgart ADC: Cindy Merchant – cgmerchant@yahoo.comUnit Commissioner: Steve Vrooman – vroomani@gmail.com

Switzerland ADC:Esteban Pombo-Villar – epombovillar@gmail.com

Unit Commissioners• Shankar Narayanan – shankar.narayanan01@yahoo.com• Knut Sturmhoefel – ksturmhoefel@bluewin.ch• James Sims – jsims4lsu@gmail.com

vroomani@gmail.com

vroomani@gmail.com

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