Annual Reports & Schedule (VMT)

FORM SUBMISSION SCHEDULE (Click here for printable version)

(additional resources at bottom of page)

 

FORMS

Click underlined report name to access online form.

SOURCE RESPONSIBLE RETURN TO DATE SENT

DUE JUNE 15 - PRIOR TO PASTOR’S 1-1 MTG WITH DS

2016 Pastoral/Congregational Evaluation

District Website

SPRC/Pastor

District Office

 

2016 Pastoral Conversation District Website Pastor District Office  
Clergy Continuing Education (CEU) Record District Website Pastor District Office  

DUE PRIOR TO DS MEETING WITH SPRC -- no later than DEC 1

SPRC Report to the DS: Pastoral Compensation

District Website

SPRC

District Office

 

DUE AT THE CHURCH CONFERENCE

Pastor’s Report

Pastor
(narrative)

Pastor

District Office

 

2017 Pastoral Compensation (for reference)

NEC Treasurer

 

(Information)

 

2017 Pension & Health Insurance Rate Calculator (for reference) NEC Treasurer   (Worksheet)  

2017 Church Clergy Compensation Report due at church conference or DEC 1 whichever comes first

District Website

Pastor, SPRC, Treas.

District Office

 

Housing Allowance/Exclusion

District Website

Pastor

District Office

 

Nominations/Leadership Report

List with Contact Information is due 1 week after church conf (see below)

Pastor & Leadership Team Pastor vote at church conf.  

Local Lay Servant Annual Report

Certified Lay Servant Annual Report

District Website

Lay Servant

District Office

 

Parsonage Inspection

District Website

Pastor, SPRC,Trustees

District Office

 

DUE ONE WEEK FOLLOWING THE CHURCH CONFERENCE

Minutes of Church Conf.

Local Church

Rec. Secretary/Pastor

District Office

 

Local Church Leadership Report

District Website

Pastor

District Office

 

FORMS DUE ON OR BEFORE DECEMBER 1

Pastoral Appointment Update

District Website

Pastor

District Office

 

Church Appointment Update

District Website

SPRC Chair

District Office

 

PROFILES  MUST BE UPDATED EVERY YEAR - DUE DECEMBER 1

Profile – Clergy

District Website

Pastor

District Office

 

Profile – Local Church

District Website

SPRC

District Office

 

REPORTS DUE DECEMBER 15

GCFA- Finance Committee Report

District Website

Church Treasurer

District Office

 

Clergy Personnel Record (review & update as needed)

District Website

Pastor

District Office

 

REPORTS DUE JANUARY 31

Certification of Payment (due JAN 31 and with mid-year if change of pastoral appointment)

District Website

Treasurer/Pastor/ SPRC Chair

District Office

 

UMW Local Unit Annual Report District Website UMW President District Office & UMW Pres  
UMW Local Unit Officers Report District Website UMW President District Office & UMW Pres  

REPORTS DUE FEBRUARY 14

Statistical Reports

Online

Pastor

Joy Mueller

 

REPORTS DUE MARCH 31

Annual Audit (Fund Balance)

District Website

Auditor

District Office

 

Trustees Report

District Website

Trustee Chair

District Office

 

Annual Conference Booklet

Local Church

Pastor

District Office

 

APPLICATIONS DUE in NOVEMBER – Prior DS REVIEW REQUIRED

Mission Share Relief Application

Due November 20

District Website

Pastor/Finance Com.

District Office

 

Equitable Comp. Grant Initial Application

Due November 15

District Website

Pastor/Finance Com.

District Office

 

Interpreter Subscription

UM COM

Pastor

Nashville

 

 

 

ADDITIONAL RESOURCES:

Audit Guidelines 

(GCFA) Local Church Audit Guidelines

Financial Retention Guidelines (local church finance trustees)

How to Calculate Pension and Health Insurance Rates

Parsonage Guidelines (SPRC-Trustees-Clergy)

The Point of Appointments (clergy-SPRC-local church)

Guide to Financial Resources (grants and other funding for local churches)