1	Unit Rechartering Made Easy
2	8 Step Process Make Sense Out of It. - Review Your Recharter Materials What’s Real? - Reconcile Your Roster with Your Unit Records Are We Good or What? - Complete Your Quality Unit Forms Sign on the Dotted Line. Show Me the Money $ Revenge of the Nerds. - Rechartering /w Troopmaster Finish Up Stuff ‘N Seal Homer Simpson’s Top 10 Rechartering Blunders
3	Step #1
4	Separate Your Paperwork Rechartering paperwork Charter Renewal Roster – computer form Recharter Instructions – USE THEM! Charter Renewal Overflow Pages Scout & Adult Leader Applications Quality Unit Application and Order forms 2. Everything else
5	Step #2
6	Start at the Top of the Roster Chartered Organization Executive Officer Also called the Institutional Head (IH) Disability Code (if the unit serves a majority of disabled youth) See “Unit Renewal Application Instruction” for appropriate codes 100% Boys’ Life (1 subscription per family) Y = Yes, N = No On time unit Y = Yes, N = No
7	Delete Members from the Recharter Roster Draw a line through all personal information. That’s all you do. But be sure.
8	Add Members to the Recharter Roster (Using the Overflow Pages) Already registered? Or New Leader? Write information requested on overflow page. Attach copy of completed application to the overflow page. Use separate overflow pages for Scouts and adult leaders. Designations for the top of the page: Council No. 165 (LaSalle Council) District No. 09 (for Dunes Moraine) Program Code C = Cub Scout pack S = Boy Scout troop P = Venturing crew E = Explorer post Local Unit No. = Your unit number
9	Verify All Personal Information Adult Leaders and Youth Name and Address Birth Date – mandatory Social Security No. (Adults) - mandatory Phone Boys’ Life Subscription (Y = Yes, N = No) Gender Adult Leaders Position Trained Y Yes – taken Basic Training for that position N No – not trained F Fast Start trained Youth Rank Grade
10	Watch Out: NO FEES for: IH (counts as a multiple, no registration form needed) Tiger AP (no registration, must complete Adult Partner info on youth application) Merit Badge Counselors (district position; position code = 42) Multiples (circle position abbreviation) Only CR can be multiple within a unit. 2^nd position only as CC or MC Ensure minimum leader requirements are met:
11	For Tiger Adult Partners (AP): Does not require: BSA Adult registration – must complete AP section of Youth Application Payment of fees, unless registering for an additional adult leadership position But if an AP changes leadership positions (i.e., becomes a Den Leader) . . . Must complete an adult application with the required signatures Must pay BSA registration fee Cannot simply cross out “AP” and insert “DL” as new position.
12	For Other Unit Position Changes: All unit leader position changes require a new application for their new position. It is imperative that this information get updated in a timely manner to keep communications open between the Units and the Council If in doubt, Call Mary Musick, Registrar at the Council Office, 800-822-3867
13	Add ‘Em Up Add the number of adult leaders and Scouts separately. Be sure to count ALL the names: On the recharter roster On the overflow pages (attach applications for new members or note “previously submitted” on the overflow sheet) Hints to keep your counts straight: Number each entry in the left margin of the charter renewal form and any overflow pages. Count multiples. Keep track of how many you have. Carefully count Boys’ Life subscriptions. Double check . . . then check again.
14	Step #3
15	Step #4
16	Who Signs What Recharter roster Executive Officer (IH) Unit Leader Council Representative Annual Charter Agreement Chartered Organization Representative or Executive Officer (for the chartered organization) Unit Commissioner (for the Boy Scouts of America)
17	Step #5
18	What Things Cost Annual BSA Registration $ 10.00 Boys’ Life Subscription $ 10.80 Unit Charter Fee $ 20.00 Multiples FREE Quality Unit Patches Standard 2003 $ .78 “100% Boys’ Life” 2003 $ .78 Transfers Too late! Pay annual fees
19	You’ll Need 2 Checks One check for recharter fees. One for Quality Unit patches. Payable to “LaSalle Council BSA.” Hint: Bring blank checks. Have a district or council representative confirm your totals. THEN write out your checks. (Unit accident insurance is sent directly to the insuring agency)
20	Step #6
21	What You Do – Part 1 Follow the instructions. Use either Troopmaster or Packmaster. Remember, the programs require the same data fields as the paper charter renewal form you receive from the council. Use only upper and lower case for your data. Do NOT use all caps Do NOT use periods Complete the recharter process using Troopmaster or Packmaster.
22	What You Do – Part 2 Use standard BSA position codes. Unit-created positions (i.e., treasurer, advancement chairman, senior assistant Scoutmaster) OR no position will become committee members. Include BOTH a paper copy of your charter renewal AND a floppy disk of your charter renewal. The same rules apply for new members: Previously registered Include copy of application form First-time registration Include original of application form
23	Step # 7
24	What Goes in the Final Packet Updated recharter roster Not using Troopmaster: Version you received from council Using Troopmaster: Version you received from the council Version you developed using Troopmaster Floppy disk Overflow pages – youth With copies of applications clipped Overflow pages – adult leaders With copies of applications clipped Any new youth/adult applications Annual Charter Agreement form Quality Unit forms Council’s copy of the award form Patch order form Unit Leadership and Participation Record 2 checks
25	Forms for You and the District Membership Inventory For the unit’s use – do not enclose in your recharter packet. Unit Leadership and Participation Record For the district’s use - enclose in your recharter packet.
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27	Bring It Home Bring it to roundtable – Before or your recharter month. Give it to a Unit Commissioner (check the Dunes Moraine Website under Unit Service or see Jim Hunt, if don’t know your Unit Commissioner). Take it to the Council Service Center. Do not expect a house-call from your District Chair, District Commissioner, or District Executive
28	Top 10 Rechartering Blunders
29	"10." 10. You’ve miscounted – members, money, or Boys’ Life subscriptions. 9. You added a name to the overflow sheet without a copy of their BSA application. 8. You use Troopmaster and forget either a paper copy or disk of your recharter roster. 7. You write one check for both recharter fees and Quality Unit patches. 6. You change a Tiger AP to a DL without an adult application form.
30	"5." 5. You’re missing signatures and forget blank birth dates. 4. You don’t have all required leader positions. You forgot to cross off a leader or Scout no longer with the unit. 2. You don’t keep copies of ALL your forms. 1. You don’t recharter on-time!
31	Questions?