Spreadsheet: 0478c1d9-8971-42cb-9381-88acdb976c25
Sheet: PETITION

Scouting's Journey to Excellence
Chapter |  |  | Lodge |  | Council
Chapter Chief |  |  | Chapter Adviser |  | Staff Adviser
Date
 |  |  | No
To qualify for recognition, chapters must complete this paperwork on time, and be in compliance with the current editions of the OA Handbook, Guide for Officers and Advisers, Chapter Operations Guide, Guide to Inductions, and ceremony books. In addition, the chapter must operate according to lodge and/or council established procedures for OA chapters.  The assessment of the OA Chapter Performance Recognition Program is managed by the lodge that authorizes and oversees the chapter’s work. It also needs to be coordinated with the chapter staff adviser and district committee and/or district executive. Follow your lodge’s submission deadlines and procedures.
Item # | Objective |  | [NAME] level | Silver level | Gold level | [NAME] points | Silver points | Gold points
 | Finance
1 | Fiscal Management:  Manage chapter revenue and expense according to council/lodge established procedures and leadership. |  | Establish financial target(s) for the chapter | Meet the chapter's financial target(s) | Exceed the chapter's financial target(s)
 | Membership
2 | Membership impact:  Experience positive growth in membership in the chapter over the previous year. [REQUIRED] |  | Grow membership by at least 1 | Grow membership by at least 1% | Grow membership by at least 13%
3 | Ordeal completion: Complete induction of elected Ordeal candidates. |  | Complete induction of at least 64% of Ordeal candidates or 5% increase over prior year | Complete induction of at least 77% of Ordeal candidates or 5% increase over 64% | Complete induction of at least 98% of Ordeal candidates or 5% increase over 77%
4 | Brotherhood completion:  [NAME] eligible Ordeal members to Brotherhood. [REQUIRED] |  | [NAME] at least 25% or 5% increase over prior year | [NAME] at least 32% or 3% increase over 25% | [NAME] at least 47% or 3% increase over 32%
5 | Membership retention:  Improve retention rate of chapter members. |  | Achieve 69%  or a 4% increase over prior year | Achieve 77% or a 4% increase over 69% | Achieve 88% or a 5% increase over 77%
 | Program
6 | Unit elections:  Conduct unit elections in district troops and teams desiring them. |  | Complete elections for at least 90% of requesting units | Complete elections for at least 95% of requesting units | Complete elections for 100% of requesting units
7 | Lodge, section, and national OA event attendance:  Attend lodge, section, and national OA events. |  | Set and achieve  a  chapter attendance goal for OA events | Exceed the chapter attendance goal  by 10% | Exceed the chapter attendance goal  by 20%
8 | Chapter communications:  Maintain active communications within the chapter. |  | Have and follow a written chapter communication plan | Communicate regularly with unit OA troop representatives | Contribute to the lodge and/or council newsletter or website
9 | Chapter meetings and event participation: Improve chapter membership participation at chapter meetings and events. |  | Set and achieve a chapter attendance goal for chapter meetings or events | Exceed the chapter attendance goal by 10%. | Exceed the chapter attendance goal by 20%
10 | Chapter planning: Maintain an active planning process that guides chapter program and supports the lodge’s plans. |  | Have a written annual plan approved by the lodge executive committee; submit approved plan to district committee and/or executive | Conduct an annual review and update of your plan, in conjunction with your lodge’s plan | Meet with the district committee and/or executive to review/ update your plan
11 | Lodge designated support: Complete lodge executive committee designated programs or projects. |  | Complete one program or project | Complete two programs or projects | Complete three programs or projects
 | District and Council service
12 | District/council service projects: Complete district executive/Scout Executive approved service project(s) on council property or in the community. |  | Complete project(s) equal to at least 3.5 hours of service per chapter member | Complete project(s) equal to at least 6 hours of service per chapter member | Complete project(s) equal to at least 15 hours of service per chapter member
13 | District/council camping support: Conduct camp promotion contacts to district troops and teams. |  | Complete contacts to at least 75% of units or 3% increase | Complete contacts to at least 80% of units or 3% increase over 75% | Complete contacts to at least 85% of units or 3% increase over 80%
14 | District/council program support:  Provide OA member staff support for district and/or council program events. |  | Support two district and/or council events | Support three district and/or council events | Support five district and/or council events
15 | District/council designated support: Complete district executive and/or Scout Executive designated program support projects. |  | Complete one project | Complete two projects | Complete three projects
 | Leadership and governance
16 | Chapter leadership:  Participate in and/or conduct at least one LLD during the year with qualified instructors using current material. |  | Achieve at least 66% of chapter leadership  trained or 3% increase | Achieve at least 83% of chapter leadership trained or 3% over 66% | Achieve at least 100% of chapter leadership trained or 3% over 83%
17 | Annual report:  Submit a written annual report of chapter accomplishments to the lodge executive committee and/or district committee. |  | Written report submitted to the lodge executive committee and district committee and/or executive | Written and verbal report given to Scoutmasters at roundtable by the chapter chief | Written and verbal report given to the lodge executive committee and district committee and/or executive by the chapter chief
 |  |  |  |  | Total achieved
 | Award level: |  |  |  |  |  | Grand total
Below is specific information to help you understand the criteria and exactly what data will be used to determine the three levels of performance. In planning your strategy, use actual numbers from the previous year to guide your performance improvement goal-planning.
Scoring the chapter's performance
● | To qualify for silver or gold points within an individual criterion, the chapter must have completed the lower level criterion (e.g., to qualify for silver level in item number 1, the chapter must have completed the bronze level in that item)
● | To determine the chapter’s overall performance level, the chapter will use the above matrix to determine the points earned in each of the 17 individual criteria, circle the criteria completed,  add the scores in each column to determine the points earned at each award level, then add the three column scores to obtain the grand total points earned.
● | Overall award levels are determined as follows using the grand total points earned:
 | - Bronze = at least 1000 grand total points plus have completed at least bronze performance in 10 criteria, two of which must be objectives #2 and #4
 | - Silver = at least 1300 grand total points plus have completed bronze performance, including items #2 and #4, in at least 12 criteria
 | - Gold = at least 1600 grand total points plus have completed bronze performance, including items #2 and #4,  in at least 15 criteria
Note: In cases where an individual criterion states for example “Achieve 55% retention or a 4% increase," the award level can only be achieved in reference to the previous year’s performance in that area. In this example, if the chapter achieved 50% retention in the previous year, achieving 54% would be required to qualify them in this area in the current year.
Amplifying instructions keyed to item numbers above:
1.  Depending on lodge/council procedures, chapters may or may not have funds or develop annual budgets.  The key factor is: Does your chapter follow your lodge’s and/or council’s budgeting and accounting procedures in establishing its budget or financial targets? A financial target could be having and executing a budget for a specific chapter program/event, or it could be having and executing an annual chapter budget.  [NAME] points based on the chapter’s success at following lodge/council policies and in setting and/or achieving the established financial target.
3.  Ordeal candidates from either lodge or chapter run inductions and ceremonies, as determined by the lodge and/or council, should be counted.
4.  Brotherhood candidates from either lodge or chapter run ceremonies, as determined by the lodge and/or council, should be counted.
6.  All troops and teams must have been contacted and given the opportunity to request an election. Election teams must be trained, all team members in proper uniform during each unit election, and team members must be from units other than the one for which the election is being held.
7.  Chapters should support lodge events. Chapter member representation at section and national events or an OA High Adventure program is not required, but counts toward goal achievement when it occurs. The intent of this criterion is to encourage the chapter to set and meet a goal for participation in lodge events, and for chapters to support the lodge in reaching its goals for these events.
9.  To determine chapter event participation, add the attendance of all meetings and events where all chapter members were invited to attend, then divide by the number of events to get an average attendance number. Divide that number by the total chapter membership to determine the overall average percent of the chapter members in attendance. 11.  Lodge executive committee and/or lodge leadership designated programs or projects are to be developed in conjunction with the lodge leadership and in support of the lodge’s work.  Examples of projects are listed below. 12.  At least one district/council service project and one community service project must be conducted and a written report of each project included in the chapter’s annual report. 13.  What constitutes an acceptable contact under this category is determined by the Scout Executive or the council’s camping committee if delegated by the Scout Executive. 15.  District executive/Scout Executive designated program support projects are to be developed during a meeting with the lodge and/or chapter Key 3 with consideration for both the current local council and national Order of the [NAME] strategic plans.  Examples of projects are listed below. 16.  LLD courses must be conducted at either the lodge or chapter level, with qualified instructors and using current LLD materials (see www.oa-bsa.org), to train chapter officers, committee chairmen and their advisers.  Eligible participants include elected and appointed youth members of the LEC and their advisers.
Examples of item 11 - Lodge executive committee and/or lodge leadership designed programs:
● | The chapter holds a training session for OA Troop/Team Representative positions and communicates with those representatives regularly.
● | The chapter leadership attends at least 50% of Lodge Executive Committee meetings and presents reports of chapter activities.
● | The chapter will provide at least two members to serve on lodge committees.
● | The chapter holds at least three meetings a year and focuses on fun and fellowship for at least half of each chapter meeting.
Examples of item 15 - District executive/Scout Executive designated program support projects:
● | The chapter is to hold its chapter meetings on the same night and at the same location as the district roundtable for Scoutmasters.
● | The chapter Key 3 is to meet with the district executive at least quarterly to discuss progress in the chapter.
● | The chapter holds a chapter meeting or gathering at a district event such as a camporee.
● | The chapter is to provide manpower, resources, and/or program assistance in support of the district Cub Scout outdoor program or conducts at least two Cub Scout/Webelos Arrow of Light crossover ceremonies for Cub Scout packs requesting them.
● | The chapter is to conduct a call out ceremony during the campfire at the district camporee.
Note: The above project lists are provided only as example of possible projects to consider. Actual projects assigned are entirely at the discretion of the lodge executive committee and/or lodge leadership and in conjunction with chapter staff adviser and/or district executive.