Charter Renewal - Step by Step

This guide contains important information about the charter renewal process including: Helpful Hints, What's New? and much more!

Step 1: Pre-Charter Renewal - important steps before logging in.

• Inventory your members and collect fees.  Collect BSA registration fee & Boys Life subscription fee from each youth and adult that will be continuing their membership.  Your unit committee may choose to pay these fees from funds raised during the annual popcorn sale.
   
• Secure completed membership applications, including required signatures, for all new youth and new adult members.   Adult applications must include a signed Disclosure/Authorization Form and also include proof of having completed Youth Protection Training. 
   
• Youth Protection training is required for all BSA registered volunteers.  Youth Protection training must be taken every two years. If a volunteer’s Youth Protection training record is not current the volunteer will not be reregistered.
   
• Be sure you have your 9-digit unit access code.  You will need this to begin the charter renewal process online.  Call us at 715-355-1450 or email support@samoset.org to get your access code if you do not already have it.

• Select “First Time User” and enter the units 9-digit unit access code.
   
• Select unit type (Pack, Troop or Crew) and enter the four-digit unit number (Example: 0627).
   
• Create a password as instructed.  (If you forget your password, call  us at 715-355-1450.)
   
• Complete the information on each screen.  You can stop at anytime, log out of the system, and begin again where you left off.  To do so you will need to log in again as a “returning user”,   using your access code and your password.  Be sure to update all contact information for adults and youth during this process, especially email addresses for adult leaders.  Thank you!
   
• When you have completed all the information to recharter the unit, click the “submit” button. 
  Note:  You are not done with the charter renewal process yet!

Step 3: Complete the Journey to Excellence (JTE) Scorecard for Your Unit.

Work with your unit leader and committee to complete the 2020 Journey to Excellence Scorecard for your unit.  Your Unit Commissioner or District Commissioner can help with this process.

• 2020 Pack JTE Scorecard (PDF)
• 2020 Troop JTE Scorecard (PDF)
• 2020 Crew JTE Scorecard (PDF)
• 2020 Post JTE Scorecard (PDF)

         2020 JTE Order Form (PDF)

Step 4:  Turn-In - See due dates below.

Gather all completed paperwork, Charter Renewal Application, youth applications, adult applications, and 2020 Journey to Excellence Scorecard.  Turn-in all paperwork, with payment, at your area’s Charter Renewal Turn-In event.  See dates, times and locations below:

2021 Charter Renewal Packet Contents

Charter Renewal Guide-please contact the council for your unit access code.

Error Free Checklist

Annual Agreement with Chartered Organization

Tax Exempt Form

Unit Finance Guide

Service Hour Entry Instructions

HuTerra Information

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