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How to Make Recharter Easy

Start Early.

Be sure all unit members are on your roster before starting Internet Rechartering.

Turn in all youth and adult applications before starting your recharter.
Conduct a unit inventory to compare your membership against what the BSA shows as your membership.

Review your unit’s YPT status. Adult leaders whose YPT is expired or will expire before May 1 should take YPT.

Be thorough and accurate.

If you have a question about recharter, ask your Unit Commissioner.

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How do I find out my YPT Status and Members assigned to my unit?

Log onto My.Scouting.org

Select ‘Home’

Select ‘Training Manager’ to find YPT Status.

Select ‘Member Manager’ to get a list of the members of your unit.

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My.Scouting

Using a supported browser, navigate to https://my.scouting.org
Enter your User ID and Password.
Select Sign In

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My.Scouting Homepage

Click ‘Home’

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YPT Status – Training Manager

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YPT Status – Training Manager

Click on YPT Aging Report
This will download a PDF of the YPT status for your unit.

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Member Manager

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Member Manager I

Click on the details you desire (i.e. ‘All’)

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Member Manager II

Click on the down arrow to download your members.

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Key Things to Remember

JTE Must be turned in with the Recharter

Complete Applications are required for each new youth and adult member.

Social Security Numbers and Youth Protection Training required on all adult applications.

When turning in the recharter, bring a signed blank check.

Recharter Turn-In Dates

January 17, 6:30 – 9 PM, Christ the King Lutheran Church, 600 Walnut
January 18, 6:30-9 PM, Christ the King Lutheran Church, 600 Walnut
January Roundtable, January 19, same location as above

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Internet Rechartering Supported Browsers

Firefox
Chrome
Internet Explorer 9 (IE9)
Internet Explorer 10 (IE10)
Internet Explorer 11 (IE11)

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My.Scouting

Using a supported browser, navigate to https://my.scouting.org
Enter your User ID and Password.
Select Sign In

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My.Scouting Homepage

Click ‘Home’

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My.Scouting Legacy Tools

Click ‘Legacy Web Tools’

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My.Scouting Internet Rechartering

Click ‘Internet Rechartering’

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You are a First Time User Every Year for Every Unit

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Registration

Enter Unit Type, Unit Number, and Access Code

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Registration II

Agree to Confidentiality Statement

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Registration III

Provide your contact information
Create a password for the access code

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Log-In after “First Time

Use ‘This Year’s’ Access Code and password to log-in after the ‘First Time’ access.

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Internet Recharter Overview

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Stage 1 – Load Roster

Load from current BSA data
It is not recommended to use Troopmaster/Packmaster/etc.

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Using Troopmaster / Packmaster / etc. Data

Data can be uploaded from a UMS, such as Troopmaster / Packmaster / Etc.

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.

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Working Copy of your Unit Data I

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

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.

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Working Copy of your Unit Data II

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 are strongly encouraged 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.

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Stage 2 – Update Roster

There are 6 Steps in this stage

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Stage 2 – Update Chartered Organization

Update Chartered Organization contact info

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

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Stage 2 – Select Members for Renewal

Uncheck the box to remove a member
Check the box again to restore the member
If you don’t see a member, click Update Unit Roster

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Stage 2 –Members Selected for Renewal

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Stage 2 – Promote Members I

Promote Members generally means promoting Cub Scouts to Boy Scouts.

Promote Members also allows moving members from one unit to another.

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.

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Stage 2 – Promote Members II

Click ‘Next Step’ to skip ‘Promote Members’

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Stage 2 – Promote Members III

If ‘Promote’ was selected on the previous screen, you will end up here.
Your unit will be listed along with other from the same chartered organization.

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Stage 2 – Promote Members IV

Check box to copy member to your unit

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Stage 2 – Promote Members V

To promote from other units, obtain their access code from your Commissioner or D.E.
Enter the access code in the are below the list of units in your Chartered Organization along with unit type and number.

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Stage 2 – Add New Members

To add a new adult, click New Adult

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Stage 2 – Add New Adult I

Enter new adult’s name and position in the unit.

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Stage 2 – Add New Adult II

The SSN will be entered by Council Staff to protect privacy

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Stage 2 – Add New Adult III

You must make an ‘Ethnic Background’ selection. Select ‘Not Provided’ if the new member does not provide an ethnic background.

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Stage 2 – Add New Adult IV

Add Adult business information. Click ‘Save’

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Stage 2 – Add New Adult V

Click ‘OK’ on the ‘Save’ dialog box.

You will be returned to the ‘Add New Members’ page.

Click ‘New Adult’ to add another adult.

Click ‘Next’ when there are no more adults to add.

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Stage 2 – Add New Youth I

To add a new Youth, click ‘New Youth’

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Stage 2 – Add New Youth II

Enter Program Level, Name, and address. Click Next

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Stage 2 – Add New Youth III

Enter Phone, DOB, Ethnic Background, Sex, and Age. Click Next

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Stage 2 – Add New Youth IV

Next, a parent or guardian will be entered.

If the parent is on the roster – including new adults just added – the parent can be selected.

Otherwise, the parent’s information will be collected using screens similar to adding a new adult.

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Stage 2 – Add New Youth V

Click Yes or No

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Stage 2 – Add New Youth VI

Choose the Adult’s relationship to the youth.
Then select the adult with the radio button.

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Stage 2 – Add New Youth VII

The selected adult will turn red. Click Save.

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Stage 2 – Update Member Data I

Click ‘Update’ to make changes to a member
Click ‘Remove’ to delete a member
Note adult YPT status information

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Stage 2 – Update Member Data II

If you click ‘Remove’, confirmation of member removal is requested.

Click ‘Yes’ to remove the member.

Click ‘No’ to keep the member.

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Stage 2 – Update Member Position

Adult leader positions are check against BSA requirements. Problem areas are highlighted in red.

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Stage 2 – Update Member Position II

Click the ‘Update’ link to change a member’s position. The following dialog box will appear.

Change the position(s) and click ‘Save’

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Stage 2 – Update Member Position III

When all requirements are met (no red flags), click ‘Next Stage’

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When Returning to Stage 2

If you log out before completing Stage 2 or navigate to Stage 2 from another page, Click ‘Update Roster’ to continue Stage 2.

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Stage 3 – Check Roster I

Click ‘Check Roster’ to start the detailed check.

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Stage 3 – Check Roster II

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 thay are ‘False Alarms’.

Links are provided that will take you to the place to make corrections.

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Stage 3 – Check Roster III

Errors MUST be corrected before continuing.

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Stage 3 – Check Roster IV

A warning should be corrected if it is really and error

YPT Warnings

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Stage 3 – Check Roster V

Leader with YPT warnings will be listed in a special section of the Recharter Report.

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Stage 3 – Check Roster VI

Roster Check Complete

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Stage 4 – Summary

Click ‘Summary’ to review the final roster and fees

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Stage 4 – Summary – Update Fees I

The final roster with fees is displayed
Click ‘Update’ link for fee changes
Click ‘Boys Life’ (at the bottom) to check 100% Boys’ Life

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Stage 4 – Summary – Update Fees II

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 call this a ‘multiple’ registration.

Click ‘Update’ by the member.

In the dialog, click the radio button by ‘Member Paid in Another Unit’ and enter the other unit in the space, which will appear.

Click ‘Save’

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Stage 4 – Summary – Update Fees III

Member paid in another unit.
Update desired subscription to ‘Boys Life’.
Click ‘Save’ to close the dialog box.
Click ‘Next’ at the bottom of the page when finished.

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Stage 4 – Summary – Membership Inventory

For each dropped member, click on the reason for NON-renewal. Click ‘Save’
Click ‘Next’

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Stage 5 – Submit Roster

This is the final stage.

Once you click ‘Submit to Council’, you cannot make any further changes.

It is STRONGLY recommended the you click the ‘Review/Print Roster’ to print a draft copy of the recharter roster.

Review the draft with the unit lead and member of the your recharter team before proceeding to make any corrections.

Note the draft copy is watermarked ‘Draft’ and contains no signature lines. This copy cannot be turned in, even if it is signed.

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Stage 5 – Submit Roster

If the Roster is correct, click ‘Submit to Council’

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Print Roster – Example Roster I

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Print Roster – Example Roster II

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Print Roster – Example Roster III

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Print Roster – Example Roster IV

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Print Roster – Example Roster V

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Print Roster – Example Roster VI

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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 the signature lines for the Chartered Organization head and Unit Leader.

Print the entire PDF and paperclip it together. Do not discard any pages.

Log off Internet Rechartering.

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Stage 5 – Submit Roster

Click on ‘Print Renewal Application’.
The other printouts are unnecessary for Recharter.

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What’s Next

The Unit Leader and Chartered Organization Head (the person who signed the Charter Agreement with the BSA) must sign the front page of the recharter.

The Chartered Organization must sign all Adult Applications submitted with the recharter. To save time get the Adult applications signed at the same time as the recharter.

Adult Applications must be filled out completely (i.e. SSN, applicant signature on application and background check, background history).

The Unit Leader must sign all Youth Applications submitted with the recharter.

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What’s Next – Example Renewal Application

COR or Chartered Organization Executive Signature

This is NOT the total amount to be paid

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What’s Next – Example Renewal Application

Unit Leader Signature

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Adult Application

Complete and Sign the Disclosure / Authorization Page

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Adult Application

Complete the Application Page with appropriate signatures

SSN

Applicant’s

Signature

Committee Chair

Signature

Chartered

Organization

Signature

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Turn-in Your Recharter

Things you will need

Signed Recharter Package.
Completed and Signed Adult and Youth Applications.
Proof of YPT training for new Adult Members.
Completed JTE for this calendar year.

If you unit elects not to participate in JTE, the form can be left blank but still must be signed.

Front page from the recharter packet
Blank check signed by the appropriate person in the unit (i.e. Unit Treasurer).

The blank check is necessary to ensure the funds collected are correct. Sometimes changes occur during the turn-in.

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Journey To Excellence (JTE)

Signed by the Unit Leader and Unit Committee Chair

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Recharter Turn-In Dates / Locations

January 17, 6:30- 9 PM, Christ the King Lutheran Church, 600 Walnut
January 18, 6:30- 9 PM, Christ the King Lutheran Church, 600 Walnut
January Roundtable, January 19, Christ the King Lutheran Church