Council Chartered Units

Items for Council Chartered Units

  1. Guidelines for the process
  2. Steps for a smooth transition
  3. Resources – Facility Use Agreement with Roman Catholic Church and Annual Agreement with FCC
  4. Resources – Unit Inventory
  5. Resources – Finance Report and Bank Account Letters
  6. Recources – Charter Organization Representative Delegate

Checklist for a smooth transition

Guidelines for Council Sponsored Units

Questions and Answers

What is a Council Registered Unit? Expand

It is a new option that allows councils to be the chartering organization.

Why is the French Creek Council directly registering units? Expand

Due to the national bankruptcy and many related complications, some existing chartering organizations have opted out of rechartering their units.  The council will directly charter these units.

Adult Leadership? Expand

Due to Pennsylvania State Clearances, all applications will have to be received in the council office.

How will this work? Expand

The French Creek Council has selected Patty Meehan as the Institutional Head for the council. The council has appointed Linda Simpson to serve as the chartered organization representative.  In consultation with the unit leadership, they will select a Charter Organization delegate that will approve adult leadership applications and will confirm the youth and adult rosters at rechartering.

What is a Charter Organization Delegate? Expand A charter organization delegate is a registered adult leader in each unit that is the liaison to the council and the Institutional Head.   The position description is listed in the resources below. Will we need to change our bank account? Expand Yes.  Each unit will need to establish their own bank account using the council’s EIN.  Relevant forms are listed in the resources below. Are there any tax implications for changing charter partners to the council? Expand

There are no tax implications since the council is a 501c3 organization and will file the appropriate tax documents with IRS and the State of Ohio.  Units will qualify as sales tax exempt for purchases made for unit program.  Purchases made in direct benefit to an individual cannot be exempt from sales tax.

Will the council force units to merge? Expand

NO!  The council fully expects that as we recover from two years of COVID and get a release from bankruptcy that our membership will grow.  We need all our existing units to serve the youth in our council footprint.

Will our Scouts, Leaders and unit equipment be covered by insurance? Expand

All registered Scouts and Leaders are covered under our General Liability Insurance program.  The council will also provide insurance coverage for average levels of unit equipment and trailers.  Units will not be allowed to own any vehicles of any type.  Units will need to provide the necessary information and annual inventories to the council.  There will be a fee charged to the unit for trailers and any equipment considered above normal.

Relevant forms are listed below

Where will our unit meet? Expand We fully expect that a great majority of the existing charter partners will be willing to sign facility use or affiliation agreements with the council.  This will allow units to continue meeting in their current locations. See the Facility Use and Indemnity Agreement below.

Resources – Facility Use Agreement with RCC and Annual Agreement with FCC

Facility Use and Indemnity Agreement

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The Annual Agreement for Council Chartered Units

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Resources – Unit Inventory

Request to Release Scout Equipment and Funds

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FCC Inventory Form

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Process for Unit Trailers

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Resources – Finance Report and Bank Account Letters

Bank Account Closing Letter

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Bank Account Opening Letter

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National Council Statement on FCC Tax Exempt Status

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IRS BSA 2022 Affirmation Letter

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IRS 990; Return of Organization Exempt from Income Tax year 2021

Take with you to the bank in case the need proof

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Annual Unit Finance Report

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Resources – Charter Organization Representative Delegate

Chartered Organization Representative Delegate – Position Description

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Volunteer Leader Reference Check

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