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Chartered Organization Representative

This discussion topic is about chartered organization representative and resources available to the chartered organization representative. List of some resources follows:

National Charter, Bylaws and Rules - Primary Source

Annual Agreements - Primary Source

Position Guidebook and Resources

  • THE CHARTERED ORGANIZATION REPRESENTATIVE GUIDEBOOK – For Serving Your Chartered Organization’s Whole Scouting Family (Cub Scout Packs, Boy Scout Troops, Varsity Scout Teams, Venturing Crews, Sea Scout Ships), 511-421, ISBN 978-0-8395-3118-0, ©2015 Boy Scouts of America, 2015 Printing - OBSOLESCENT - Bylaws and rules and regulations parts superseded; varsity program retired.
  • Chartered Organization Resources, Scouting Wire, Marketing and Membership Hub, New unit development, home page – Resources for chartered organization, council and its districts. (This is the page online training links to.)

BSA Organization Orientation for Packs

Membership Registration

More Guides

  • Unit Performance Guide (UPG) - Starting and Sustaining High-Quality Units, Volume 4, Gold Edition, BSA National Alliances Team Membership Group, 522-025, 2016 Printing - Includes Exploring and LFL. Written primarily for district Membership Team, Relationships Team, Organizing Team, Unit Support Team - OBSOLESCENT

Topic Note

I have created this topic in the Cub Scout Program category because there is no council/district discussion category. First post last updated 2019-07-21-12:45 am PDT

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Chartered Organization Representative - Relationships and requirements

BSA Rules and Regulations 2018 v.s. Registration Guidebook 2019

Per the national rules and regulations the Chartered Organization Representative is a council Scouter. In the membership registrations system the position code “CR” is listed in the unit position codes group. (There is no organization position codes group.)

COR and Multiple Unit Position Registration

Unit Positions Requirements (extract), Registration Guidebook for BSA, July 2019, p. 19:

The chartered organization representative (CR) is the only adult allowed to hold two positions in the same unit. The CR may hold multiple positions as committee chairman (CC), a committee member (MC), a new member coordinator (NM), or in the case of packs, a pack trainer (PT).

Chartered organizations that operate more than one unit (e.g., pack, troop, crew, and ship) must register the same individual as the chartered organization representative (CR) for all units chartered to that organization, because the CR serves as a voting member of the district committee and the council. The executive officer (IH) must also be the same person for all units chartered to that organization.

EXCEPTION: The BSA-approved strategy for starting and sustaining high-quality units “Unit Performance Guide Methodology” states:

  1. Recruit at least five adult unit volunteers.
    Properly selected quality volunteers are important to the successful operation and sustainability of the new unit. Note: The chartered organization representative position should be a separate position and not a multiple position.

per the Unit Performance Guide* (UPG) - Starting and Sustaining High-Quality Units, Volume 4, Gold Edition, BSA National Alliances Team Membership Group, 522-025, 2016 Printing, p. 9

BSA National Bylaws

CHARTER AND BYLAWS OF THE BOY SCOUTS OF AMERICA June 2018, 100-491, ©2018 Boy Scouts of America, June 2018 Revision, 28 pages (including covers)

ARTICLE VI. LOCAL COUNCIL, p, 18, extract

ORGANIZATION AND OPERATION
Section 7,
Clause 1. The membership of each local council shall consist of a chartered organization representative from each chartered organization and additional members at large from within the territorial boundaries of the local council, totaling a minimum of 100 adults. …

BSA Rules and Regulations

BSA Rules and Regulations June 2018, 100-492, ©2018 Boy Scouts of America, June 2018 Revision

DEFINITIONS, p. 5, extracts

  • Council Scouter. A council Scouter is an adult volunteer leader serving as a member of the council, a council officer, a board or committee member, or a chartered organization representative.
  • District Scouter. A district Scouter is an adult volunteer leader serving on a district committee or district commissioner’s staff.
  • Leader. A leader is an adult Scouter registered in a position of leadership or responsibility at the council, district, or unit level.
  • Unit Scouter. A unit Scouter is an adult leader registered with a unit, except for a chartered organization representative who is considered a council Scouter

IV. UNITS AND CHARTERED ORGANIZATIONS, p. 10, extract

Chartered Organizations and Representative
Chartered organizations must operate the unit in accordance with the Rules and Regulations and charter agreement. Chartered organization representatives are also members of the district committee and voting members of the local council.

The Annual Unit Charter Agreement, 2015

THE ANNUAL UNIT CHARTER AGREEMENT, 524-182, 2015, 2 pages, extract:

The Chartered Organization agrees to: …

  • Be represented in the Local Council and the local Scouting district by a Chartered Organization Representative (COR), who will be appointed by the Chartered Organization. The COR will be the point of contact between the Chartered Organization and the Local Council; will serve as a voting member of district and council committees on which the COR serves; and will, with the Chartered Organization, select and approve volunteer leaders for submission to the Local Council for its consideration. The COR will work with the unit committees sponsored by the Chartered Organization.
  • Support unit committee(s) made up of at least three persons for each unit.

Cub Scout Leader Book, 2018

Per Cub Scout Leader Book (2018), p. 25, Youth and Volunteer Support, The Chartered Organization, paragraph 3:

A member of the organization, the chartered organization representative, acts as liaison between the organization and its Scouting units and serves as a voting member of the local council. The chartered organization representative is often someone who is responsible for all of the organization’s youth programs.

Pack Charter Organization web page

(date unknown, downloaded 2019-07-14)

The Chartered Organization Representative is the direct contact between the unit and the Chartered Organization. This individual is also the organization’s contact with the District Committee and the Local Council. The chartered organization representative may become a member of the district committee and is a voting member of the council. If the chartered organization has more than one unit, one representative serves them all. The Chartered Organization Representative appoints the Pack Committee Chair

Chartered Organization Guidebook 2015

p. 4, ©2015 Boy Scouts of America

Following are additional requirements for service as a chartered organization representative:

  1. The chartered organization representative’s primary responsibilities are to help units to be successful and to provide coordination between the chartered organization and Scouting
  2. The chartered organization representative is automatically a voting member of the council and the district upon selection or appointment by the chartered organization. The individual must be an adult, a U.S. citizen, and a registered member of the BSA during the period of time that the chartered organization designates this person as chartered organization representative
  3. The chartered organization representative is encouraged to become an active, participating member of one of the district’s committees.

Organizational Charts

The chart in the COR guidebook (2015) shows the upward relationship.

The Cub Scout Leader Book (2018)., p. 26, shows the downward relationship to the pack .the charter organization and chartered organization representative (COR) above the pack committee.


Post created 2019-07-14
Post last updated 2019-09-01 4:51 pm PDT

More COR Information

COR Training Available

Some training is available via Group Training (Face-to-Face, Instructor-Led), Personal Coaching, Online Training (e-learning from BSA Learn Center), and at Centers of Excellence.

Joining Training:

Youth Protection, How to take guide (June 7, 2018), SB KB page,

Orientation for new Chartered Organization Representatives

(Current CORs are encourage to refresh their knowledge.)

Basic Leader Training - for position and roles

Chartered Organization Representative

Online training modules for the Chartered Organization Representative are available in the BSA Learn Center on My.Scouting

– Per Training for Adults web page, downloaded 2019-07-14

CHARTERED ORGANIZATION REPRESENTATIVE
POSITION TRAINED REQUIREMENTS - 7 Mar 2019, p. 9

CHARTERED ORGANIZATION REPRESENTATIVE

  • SCO_267 - WHAT IS A CHARTER, 15.0 mins
  • SCO_268 - SCOUTING UNITS, 9.5 mins
  • SCO_269 - THE COR POSITION, 12.0 mins
  • SCO_270 - BSA STANDARDS AND VOLUNTEERS, 11.0 mins

TOTAL TIME: 48 MINS

Classroom option: D72 Training the Chartered Organization Representative

District Committee Member

Training award forms (from Training for Adults) for CORs participating in the district committee or sub-committees

More Training Information for all positions :

Which Flag Does a COR use when boarding a Sea Scouts BSA ship?

image

Note: Ship may be afloat or a “land ship”.

What a COR might wear

See child discussion topic:
Chartered Organization Representative - Clothing


Post created: 2019-07-14
Post updated: 2019-10-15 05:57 am PDT

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Discussion about Chartered Organization Representative (COR)

Some COR legacy forum threads

Discussion topic posts

2019-07-01 (updated 2019-07-27)

It is true that the COR is appointed by the Institution Head (IH), However the COR is a Council Scouter, not a Unit Scouter. Having said that, part of the COR’s role is defined in the annual agreement between BSA and the chartered organization:

The COR will be the point of contact between the Chartered Organization and the Local Council; will serve as a voting member of district and council committees on which the COR serves ; and will, with the Chartered Organization, select and approve volunteer leaders for submission to the Local Council for its consideration. The COR will work with the unit committees sponsored by the Chartered Organization.

(Emphasis in bold characters is mine.)


Post created 2019-17-14
Post updated 2019-09-01 10:49 am PDT

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Dual Chartered Organizations (for a unit)

My comment: The revision of this section in the Registration Guidebook, July 2019, appears to be incomplete. “on the unit.” what? I am guessing it is suppose to be “on the annual unit chartered organization agreement form.” - Request for clarification from BSA, HD-173063, submitted.

Registrar Procedures Manual, 2013, p. 33

Dual Chartered Organizations

A unit can be sponsored by more than one chartered organization.

Two chartered organizations may want to organize a Scouting unit. Duplicate charters can be issued, if requested, so that each chartered organization has one for its own use.

Registration Guidebook, July 2019, p. 18

Dual Chartered Organizations
A unit can be sponsored by more than one chartered organization, but only one institutional head (IH) and one chartered organization representative (CR) can be listed on the unit.


Clarification from BSA Member Care

[JIRA] Request commented # HD-173063:Registration Guidebook - Dual Chartered Organizations - July 29, 2019 10:58 AM

Although the unit can be chartered by more than one organization, only one Institutional Head or Charter Representative may be listed in the Relationship tab of the Charter Organization record. Council can create an organization record with the name of both charter organizations when possible.

Example: “Parents Assoc and Friend of Fire Depart” (Dual Organization names) – IH and CR would be either those of the Parents Association or those of the Friends of Fire Department but not both organizations.


Post updated: 2019-08-01 10:56am PDT

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District Committee Training

The Chartered Organization Representative (COR) is a voting member of the District Committee and the Council Committee.

For those CORs choosing to be actively involved at the district level there is basic leader training available for learning about the district committee. There are also guides available for different council and district functional roles.

Basic Training

From the District Committee Scouter’s Training Award progress record form basic training is:

Training
Do the following during the tenure used for this award:

  • Attend a District Committee Training Workshop. (REPLACED BY ONLINE TRAINING.)
  • Review The District manual and discuss your role with your operating committee chair, district chair, or district executive.

Basic online position-specific training 2019

NEW! – District Committee Basic Training

District Committee Training has been taught the same way for many years with a very dated course. Today we are happy to announce that by leveraging the BSA Learn Center we are providing the district committee a learning environment that provides them the content they need when the need it while leveraging professional training for consistency in district training. This new learning replaces the District Committee Workshop and provide learning plans aligned with the various district committee positions and functions.

Position trained status (D61, D62, D75) will be provided for those who complete their training.

Position training includes:

  • District Committee Chair
  • District Committee Vice Chair
  • Membership Chair
  • Fund Development
  • Training Chair
  • Member at Large
  • Activities and Civil Service Chair
  • Nominating Chair
  • Program Chair
  • Camping and Outdoor Chair
  • Advancement Chair

For those who may have trouble finding the courses: From the home page of the BSA Learn Center – select Position (Non Unit Specific Training), then click on the District committee graphic which takes you to the District Committee learning plans – add your plan for your position and begin training!

The online training supersedes the District Committee Workshop – please discontinue use of the District Committee Workshop.

Old Training Course Codes, 14 May 2019

  • D61 - District Committee Training Workshop
  • D62 - (not defined)
  • D75 - Health and Safety Training

2019-08-26 NOTE: Not clear how these are being redefined yet.

References

  • THE DISTRICT - How the District Carries Out the Operational Mission of the Council, 33070, ISBN 978-0-8395-0008-7, @2000 Boy Scouts of America, 2011 Printing, SKU 614646, 34 pages - This edition includes numerous revisions as of September 2011 that make this publication more informative and easier to understand.
  • The Training Times, Spring 2019

Post created: 2019-07-27
Post updated: 2019-08-27

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The list of positions above that a COR may hold is that a complete list or representative? Are there positions they should not or are not allowed to hold?

I have never understood why the BSA allows the Charter Org Rep to also be the Committee Chair since this means instead of having a Key 3 the unit only has a Key 2.

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I believe it is the complete list.

The previous rule per the Registrar Procedures Manual (524-901, 2013 Printing, p. 33) was:

The chartered organization representative (CR) and the parent coordinator (PC) are the only adults allowed to hold two positions in the same unit. The CR may only multiple as committee chair (CC) or a committee member (MC). The Parent coordinator (PC) may multiple as chartered organization representative (CR).

The current rules per the REGISTRATION GUIDEBOOK OF THE BOY SCOUTS OF AMERICA (100-092, ©2019 Boy Scouts of America, July 2019) are:

Multiple Registration (p. 14)

There are no restrictions on the number of positions one person may hold as long as the individual serves in only one position per unit with the exception of the chartered organization representative (CR), who is the only individual that can be registered in more than one position within the same unit. The CR may also serve in a multiple capacity as the committee chair (CC) or as a member of the committee (MC, NM, or PT) within that unit.

The Chartered Organization - Requirements (p. 17)

The chartered organization selects one of its members to register as chartered organization representative. This individual may also serve as chair or as unit committee member if needed.

Unit Position Requirements (p. 19)

The chartered organization representative (CR) is the only adult allowed to hold two positions in the same unit. The CR may hold multiple positions as committee chairman (CC), a committee member (MC), a new member coordinator (NM), or in the case of packs, a pack trainer (PT).

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Thanks for the answer. So what if you have a COR that is holding another position and refuses to relinquish it. Is there any way to force them to step away without risking losing the CO and therefore the unit?

I recommend having a discussion with your District Executive.

What is the other position? In reality, we all wear multiple hats, whether we call them another position or not.

It is Treasurer position.

Well I could see the Charter wanting that in some situations

I believe when I was a scout, our unit treasurer was actually the treasurer for the charter, possibly so that he could reconcile the books. Our charter was a non-profit, and I know they wanted to track any donations made against their EIN/TIN because we had to get permission from the treasurer before accepting any donations/providing donation receipts, which he had to sign on behalf of the charter.

Treasurer is registered as Committee Member so that is allowed per the references Bill posted above.

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@Bill_W That section of the Registrar Procedures Manual is poorly written and self-contradictory. It say that the COR and the PC cannot be the same person, and in the next sentence that they can be the same person.

There’s a bigger question here, though. Why do you want your COR to not be the treasurer of your unit?

I can envision some Charter Orgs requiring the COR to be the treasurer since all of the funds belong to the Charter Org. Since the COR is allowed to be a member of the committee, holding the role of treasurer is permitted.

I can see that, for sure, and as the COR, I’ve laid down the law for our committee on a couple of financial issues in the past. Fortunately, we have a CPA on our committee, who’s happy to handle the treasurer functions, and does a much better job of keeping everything transparent that I could do of it…

I’m trying to understand why @BrianCiccariello wants to prevent the COR from being the treasurer.