cc 2019 ebinder page 1 of 65 - eastjacksondistrictumc.org

Contact information for the person responsible for verifying this information and the final submission of this formThe senior pastor will be the responsible person unless directed otherwise by the District Superintendent.

First Name

Last Name

Phone

Email

Church NameSelect your church's name from this drop down list of churches. Type the first letter of your church's name to reduce scrolling to your church.

Consolidated Charge Conference Form instructions and important notes:

1. This year's charge conference process has continued to evolve based upon your feedback. This automated process continues to reduce much of your

work around lay leadership documentation.

Remember, you do NOT have to enter all of your information on this form in a single session. You can save your work by clicking the "Save" button at the

bottom of this page and come back to it later using the link provided to you in your email.

Helpful Tips. If you would like to print out a complete paper version of this form to work on prior to entering your data or in order to collect information from

different people, click here (coming soon). If you want to view the digital form referenced in each question, select the "Yes" response to display the form and

attach button. You can always change your response to "No" if you determine the question does not apply to your church.

Video tutorials can be viewed at http://tiny.cc/chargeconference (http://tiny.cc/chargeconference).

2. You can also share the email which included the link to access this page/form with others on your staff or team who are responsible for completing different

portions of the various charge conference reports.

Please be aware that anyone with access to this hyperlink can edit any portion of your charge conference reporting form.

3. Once all questions are answered and the appropriate reports/documents are uploaded, you may want to save an electronic copy of this report prior to

submission for your records. Depending upon your operating system, you can select either Ctrl-P (Windows) or CMD-P (Mac) to print or save a copy. This

process is demonstrated in the video tutorial. Once completed, the pastor should click on the final "Submit" button to finalize and transmit the information to

your district office.

4. You can update this consolidated form until the date of your Charge Conference. The only updates / document uploads that will typically take place AFTER

the charge conference are as follows:

An updated and complete list of all recommended officers/leaders IF changes were approved at the charge conference.

Charge Conference Minutes

Any other changes approved by your District Superintentent.

5. As in the past, local churches and district offices remain the official records custodians for all required reports. Submission of reports on this portal does not

constitute your official record.

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CC 2019 eBinder of 65

6. Unless a change is expressly stated in the instructions provided to you, continue to follow your past practices regarding records preparation and retention.

If you have any questions about a particular section of this form, please refer to the list below for the appropriateoffice to contact.

Congregational Report Update contact your District Office (https://mississippi-www.brtsite.com/ourdistricts).

Finance / Trustee Report contact the Conference Treasurer's Office (https://mississippi-www.brtsite.com/financestaff).

Child Care Questions contact the Conference Treasurer's Office (https://mississippi-www.brtsite.com/financestaff).

Risk Management and Facility Planning contact the Conference Treasurer's Office (https://mississippi-www.brtsite.com/financestaff).

Report of the Pastor contact your District Office (https://mississippi-www.brtsite.com/ourdistricts).

Lay Leadership Nominations contact your District Office (https://mississippi-www.brtsite.com/ourdistricts).

Spiritual Leadership Reporting Forms contact the Conference Spiritual Leadership Office (https://mississippi-www.brtsite.com/spiritualstaff).

Preaching Station Reporting contact the Conference Treasurer's Office (https://mississippi-www.brtsite.com/financestaff).

Pastor's Moving Expenses contact the Conference Treasurer's Office (https://mississippi-www.brtsite.com/financestaff).

Minutes of the Charge Conference Signature Page contact your District Office (https://mississippi-www.brtsite.com/ourdistricts).

District Specific Questions and/or Reporting Requirements

*District Specific Questions for _____________ DistrictPlease attach copies of your responses for your district questions.

Attach file pdf, doc(x), xls(x), jpg/gif/png, ppt - up to 25 MB

Clergy Compensation

Compensation Forms

Attach the clergy compensation form(s) using the corresponding "Attach file" button(s) for your senior pastor and associate pastor(s) as appropriate. Note that

the compensation forms must use the appropriate document format provided below.

To view the new insurance rates that take effect on January 1st which you need to complete these forms click here (https://www.mississippi-umc.org

/medicalbenefits).

2020 Clergy Compensation Form (http://mississippi-email.brtapp.com/files/connectional+ministries/charge+conference+/charge-conference-2019/2020-

clergy-compensation.pdf)

2020 Non-Clergy Pastor Compensation Form (http://mississippi-email.brtapp.com/files/connectional+ministries/charge+conference+/charge-conference-

2019/2020-non-clergy-compensation.pdf) (for use with supply pastors or any other non-licensed, non-commissioned or non-ordained person serving as a

church pastor)

1. Pastor's Compensation FormPlease use the prescribed form above and follow the accompanying directions in completing this form prior to uploading it using the "Attach file" button below.


*2. Do you have an appointed associate pastor(s) at your church?Only include associate pastors that are appointed by the Bishop to your church.

Yes

No

hidden on load 3. Attach each appointed associate pastor's compensation form.

Only include the compensation forms for appointed associate pastors. You can attach each form separately or as one file.


Finance - Trustees Report

*1. Does your church have written internal controls that are in compliance with The Book of Discipline 2016 ¶258.4.c?To learn more about church finance and internal controls visit the Administry web site by clicking here (https://mississippi-www.brtsite.com/localchurchfinance).

Yes

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No

hidden on load *1.a. Attach a copy of your internal financial controls.


hidden on load *1.b. Does your church need help setting up these required internal controls?

Yes

No

*2. Is your church incorporated with the Mississippi Secretary of State Office?If you are not certain, you can search the Mississippi Secretary of State office web site by clicking here (https://corp.sos.ms.gov/corp/portal/c/page

/corpbusinessidsearch/portal.aspx?#clear=1).

Yes

No

hidden on load *2.a. What is the legal name as listed with the Mississippi Secretary of State?

To look up or confirm your church name on the Mississippi Secretary of State office web site click here (https://corp.sos.ms.gov/corp/portal/c/page

/corpbusinessidsearch/portal.aspx?#clear=1).

*3. Is your church insured by the conference-wide insurance program managed by Arthur J. Gallagher Risk Managers?

To learn more about this conference insurance program click here (https://mississippi-www.brtsite.com/propertyinsurance).

Yes

No

hidden on load *3.a. Since your church is not covered under the conference-wide policy, attach a copy of your policy.


*4. Has your church created and implemented a Safe Sanctuaries policy?

To learn more about Safe Sanctuary policies click here (https://mississippi-www.brtsite.com/safesanctuariesinthemississippiconference).

Yes

No

hidden on load 4.a. Attach a copy of your Safe Sanctuaries policy.


hidden on load *4.b. Does your church need help setting up a Safe Sanctuaries policy and appropriate measures?

Yes

No

Parsonage Questions

The 2017 Session of the Mississippi Annual Conference approved a number of procedures related to the recommendations of the Parsonage Standards Task

Force created by the 2016 Session of the Mississippi Annual Conference. To learn more about this work click here (https://mississippi-www.brtsite.com

/parsonagestandardsandrelatedforms).

*5. Does your pastor live in a parsonage owned by a Mississippi Conference United Methodist Church?

Yes

No

hidden on load *5.a. Local Church Parsonage 10-Year Inspection Form

Did your charge/church complete and submit a 10-year inspection form as part of your 2018 Charge Conference?

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Yes

No

hidden on load 5.b. Local Church Parsonage 10-Year Inspection Form Submission

Since you did not submit your inspection form last year, please submit a copy now. Please note that multpoint charges need only complete one inspection

form for the parsonage.

Beginning in the 2018 Conference year, all United Methodist Church parsonages shall have a 10-year inspection form completed by the church board of

Trustees. The completed form will then be presented to the church and the District Superintendent at its annual charge conference. This form will be included

in the Mississippi Conference Charge Conference forms every 10 years, in calendar years that end in “8” (ex.: 2018, 2028, 2038, etc.) Included in the

inspection form will be:

Pictures of the outside of the house and yard of the parsonage

Pictures of all interior rooms of the house

A current floor plan

Attach your 10-year inspection form and upload this information using the "Attach file" button below. To download an editable version of the form click here

(http://mississippi-email.brtapp.com/files/connectional+ministries/charge+conference+/charge-conference-2019/10-year-inspection-form-v2.pdf).To download

a printable version of the form click here (http://mississippi-email.brtapp.com/files/connectional+ministries/james%27+folder/connectional-files/2018-charge-

conf-forms/10-year-inspection-form.pdf).


*6. Was there a change in occupancy of the parsonage this year?

Yes

No

hidden on load *6.a. Move-In and Vacating Checklists

Did the former pastor and in-coming pastor complete the "Move-In (http://mississippi-email.brtapp.com/files/connectional+ministries/charge+conference+

/charge-conference-2019/move-in-parsonage-forms.pdf)" and "Vacating" (http://mississippi-email.brtapp.com/files/connectional+ministries

/charge+conference+/charge-conference-2019/vacating-parsonage.pdf) parsonage checklists as appropriate?

Yes

No

Child Care Questions

The following section is required by our insurance provider. It is important that you carefully complete each question in order for your church to properly

address your insurance and liability considerations. Please answer these questions with information as of December 31st of the previous year.

*1. Does your church operate a licensed child care service / ministry?This question does NOT apply to normal Sunday and/or Wednesday nursery services provided for free for your parishioners and guests.

Yes

No

hidden on load *1.a. Does your child care service or ministry operate under a separate legal name or corporation?

Yes

No

hidden on load *1.b. What is the full legal name?

hidden on load 1.c. What is your Mississippi Department of Health License Number?

hidden on load 1.d. Annual tuition

What is the average annual tuition for one child to attend / participate in your program?

hidden on load 1.e. Days and hours of operation.

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hidden on load 1.f. Number of children

The total number of children that you serve.

hidden on load 1.g. Number of teachers

This number represents how many paid teachers you have with the responsibility for classroom instruction in each room.

hidden on load 1.h. Number of full time employees.

Full-time employees typically work 30 hours or more per week. This number includes teachers listed in question 2.g. above.

hidden on load 1.i. Number of part-time employees.

Part-time employees typically work less than 30 hours per week. This number includes teachers listed in question 2.g. above.

*2. Has your church been the subject of or involved in any litigation or regulatory charges involving employment practices orthird party liability claims in the past 12 months?

Yes

No

hidden on load *2.a. Please provide the details below.

hidden on load

2.b. Attach a copy of any previous reports related to litigation or regulatory charges involving employment practices or thirdparty liability claims in the past 12 months.


Risk Management and Facility Planning

The following questions are new this year and will help your Trustees think about a number of areas which directly impact your property insurance rates and

whether certain coverages may be possible in the future.

*1. What steps do your Trustees take to help ensure that deferred maintenance problems or inattention to changing weatherconditions do not result in potential property losses?Examples might include routine maintenance plans to help avoid major equipment failure in the future which might cause property damage. Attention to

weather changes might involve maintaining temperature ranges in certain facilities to help avoid situations like mold and/or frozen pipes.

*2. Does your church need help in developing a preventative maintenance / risk management program?

Yes

No

Report of the Pastor(s)

*1. The pastor shall give a report on the state of the church and an account of pastoral ministry as it relates to (¶340).The editable PDF of this report can be accessed by clicking here (http://mississippi-email.brtapp.com/files/connectional+ministries/james%27+folder

/connectional-files/2018-charge-conf-forms/pastor-report.pdf). This form requires a number of attachments of supplementary materials like list of new

members and removed members by the senior pastor. Those lists may be completed in whatever format you deem most appropriate.

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You may attach each file individually, but it is preferred that this information be combined into a single PDF file if possible.

All other pastors will only respond to question 5 and attach their continuing education documentation.


*2. Do you wish to upload an associate pastor's report?Please note if the associate pastor is a Deacon, they shall submit the "Annual Report of the Deacon" in the Spiritual Leadership section below.

Yes

No

hidden on load *3. Associate Pastor(s) Report

This report should address question 5 on the "Report of Pastor" form. It may be submitted in whatever form or format deemed most appropriate by the

associate pastor(s). Reports from all associate pastors should be submitted here. You may submit an individual file for each person or one combined file for

all. Be sure to include documentation of continuing education units earned during the past reporting year.


Lay Leadership Nominations

*1. Council / Committee RecommendationsPlease attach your complete list of all recommended officers/leaders proposed by the Nominations Committee on Lay Leadership for the next calendar year.

There is no prescribed format for this list of recommendations. A simple roster of names for each committee is fine. Contact information is only needed for the

required leaders that are entered directly into the Church Dashboard.


Required entries into the Conference web site.

Like last year, local churches will enter the required leadership positions that are outlined under the "Church Leaders" section of the "Church

Dashboard" on the Conference web site. All of your entries from last year are still there (unless you changed them) and everything is accessible in the

Conference's Brick River database for you and your district office. This information will remain available to you when you update your leadership each year.

This process will continue to simplify your work by not requiring you to enter or record a person's name and same contact information multiple times if they

serve in multiple leadership roles in your church or if they serve in a new position in the future.

A brief 5-minute video tutorial on this process and the Church Dashboard can accessed at the following link or using the embedded video below:

http://tiny.cc/chargeconference (http://tiny.cc/chargeconference)

For the following committees, you will enter and designate the "Chair" using the "Role" drop down box when making that assignment. If your church is using a

simple church governance (https://www.mississippi-umc.org/simplegovernance) structure, simply annotate the council's representative in these areas as the

"Chair" so that they will receive the appropriate district and conference level communications for your church.

1. Church Council / Admin Board Chair

2. Board of Trustees Chair (elected by the Trustees and not the charge conference)

3. Finance Committee Chair

4. Nominations (Lay Leadership) Chair

5. Pastor Parish Relations Committee Chair

If any individual will be continuing in the same role for the new year, simply change the end date to December 31st of the appropriate year depending upon if it

is for a one-year position or for a three-year position in a new class of officers. Please be careful to NOT make a duplicate entry or assignment for the same

person.

The embedded video overview of the Church Dashboard tool for local churches below will orient you to this tooland help you understand how to update your church's information that is seen by the public on the Conferenceweb site (https://mississippi-www.brtsite.com/ourchurches).

*2. Have you entered/updated your new required leaders for next year on the Conference web site using the Church Dashboard?To view the list of 20 required church leader entries click here (http://mississippi-email.brtapp.com/files/connectional+ministries/charge+conference+/charge-

conference-2019/required-church-leaders.png).

Yes

No

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Tutorial on how to update church leaders in the Church Dashboard

*3. Date the leaders were entered/updated on the Conference web siteAll entries should be completed within two weeks of the charge conference or December 15--whichever date comes first.

Spiritual Leadership Reporting Forms

*1. Administrative – Location Report (if applicable)Do you have an Administrative - Location Report to submit for any clergy members? Note: this report is only applicable to an extremely small number of

clergy on involuntary leave who are classified as an "administratively located clergyperson."

To access an editable PDF version of the Administrative - Location Report click here (http://mississippi-email.brtapp.com/files/connectional+ministries

/charge+conference+/charge-conference-2019/administrative-location-report.pdf).

Yes

No

hidden on load Administrative - Location Report Form(s)

To access an editable PDF version of the Administrative - Location Report click here (http://mississippi-email.brtapp.com/files/connectional+ministries

/charge+conference+/charge-conference-2019/administrative-location-report.pdf).

An annual report shall be made by an administratively located clergyperson. The report shall include all marriages performed, baptisms administered, and

funerals conducted. A copy of the report shall be forward to the registrar in order for location to be continued. Failure to submit the report for two consecutive

years may result in termination of orders upon recommendation of the Board of Ordained Ministry and vote of the clergy session (2016 Book of Discipline

¶359).

Clergy members are responsible for sumbitting a copy of this report to the Office of Spiritual Leadership, Attention: Registrar, 320-D Briarwood Drive,

Jackson, MS 39206; or via email to [email protected] (mailto:[email protected]).

Retired status request shall be stated in writing to the bishop, cabinet, and registrar at least ninety days prior to the annual conference session. Those

granted administrative location-retired status shall be accountable to the charge conference in which they hold membership for all ministerial services

performed.

You can upload the form(s) using the "Attach file" button below.


*2. Candidates for Ministry Form (if applicable)Do you have any Candidates for Ministry Forms to submit? For information on these positions, please review The Book of Discipline 2016 ¶310.

Yes

No

hidden on load Candidates for Ministry Form(s)

For information on these positions, please review The Book of Discipline 2016 ¶310.

To access an editable PDF version of this report click here (http://mississippi-email.brtapp.com/files/connectional+ministries/james%27+folder/connectional-

files/2018-charge-conf-forms/candidates-for-ministry.pdf).

Once you have completed this form, upload it using the "Attach file" button below.


*3. Deacon Annual Report Form (if applicable)Do you have any Deacon Annual Report Forms to submit?

Yes

No

hidden on load Deacon Annual Report Form(s)

Please note that in addition to the church submitting this report at the Charge Conference, Deacons are responsible for submitting copies of this report to a

number of individuals and groups as outlined on page three of the report.


files/2018-charge-conf-forms/deacon-annual-report.pdf).

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Once this form has been completed, upload it using the "Attach file" button below.


*4. Extension Ministry Appointment Form (if applicable)Do you have any Extension Ministry Appointment Forms to submit for any clergy members?

Yes

No

hidden on load Extension Ministry Appointment Form(s)

For information on these positions, please review The Book of Discipline 2016 ¶344.1 and 344.2.


files/2018-charge-conf-forms/extension-ministry-appointment.pdf).



*5. Honorable – Location Report (if applicable)Do you have any Honorable- Location Report Forms to submit for any clergy members?

Yes

No

hidden on load Honorable Location Report Form(s)

For information on the Honorable Location Report, please review The Book of Discipline 2016 ¶358.


files/2018-charge-conf-forms/honorable-location-report.pdf).



*6. Certified Lay Servant Annual Report (if applicable)Do you have a Certified Lay Minister Annual Report form to submit? This form should be completed by Certified Lay Servants as an initial application or

request for renewal. The form will serve as an annual report to your charge conference (¶266.4a; 267.4a; 268.4a, 2016 Book of Discipline).

To learn more about Lay Servant Ministries and how Certified Lay Servants who wish to develop their skills further by choosing a track to become certified as

lay speakers (those who are called specifically to pulpit supply) or as lay ministers (those who are called to long-term, intentional ministry as part of a ministry

team) click here (https://districtlayservantschools.weebly.com/).

Yes

No

hidden on load Certified Lay Servant Annual Report Form(s)

To access an editable PDF version of the Certified Lay Servant Annual Report click here (http://mississippi-email.brtapp.com/files/connectional+ministries

/charge+conference+/charge-conference-2019/certified_lay_servant_annual_report.pdf).

Once you have completed this form, upload the form(s) using the "Attach file" button below.


*7. Certified Lay Minister Annual Report (if applicable)Do you have a Certified Lay Minister Annual Report form to submit? These forms should be completed by any Certified Lay Minister as an initial application

or request for renewal. The forms will serve as an annual report to your charge conference (¶266.4a; 267.4a; 268.4a, 2016 Book of Discipline).

Yes

No

hidden on load Certified Lay Minister Annual Form(s)

To access an editable PDF version of the Certified Lay Minister Annual Report click here (http://mississippi-email.brtapp.com/files/connectional+ministries

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/charge+conference+/charge-conference-2019/certified_lay_minister_annual_report.pdf).



*8. Certified Lay Speaker Annual Report (if applicable)Do you have a Certified Lay Speaker Annual Report form to submit? This form should be completed by Certified Lay Speakers as an initial application or

request for renewal. The form will serve as an annual report to your charge conference (¶266.4a; 267.4a; 268.4a, 2016 Book of Discipline).

Yes

No

hidden on load Certified Lay Speaker Annual Report Form(s)

To access an editable PDF version of the Certified Lay Speaker Annual Report click here (http://mississippi-email.brtapp.com/files/connectional+ministries

/charge+conference+/charge-conference-2019/certified_lay_speaker_annual_report.pdf).



*9. Retired Pastor Report Form (if applicable)Do you have any Retired Pastor Report Forms to submit?

Yes

No

hidden on load Retired Pastor Report Form(s)

For information on the Retired Pastor Report, please review The Book of Discipline 2016 ¶357.5.


files/2018-charge-conf-forms/retired-pastor-report.pdf).



*10. Voluntary Leave of Absence Report (if applicable)Do you have a Voluntary Leave of Absence Report to submit for any clergy members?

Yes

No

hidden on load Voluntary Leave of Absence Report Form(s)

To access an editable PDF version of the Voluntary Leave of Absence Report click here (http://mississippi-email.brtapp.com/files/connectional+ministries

/charge+conference+/charge-conference-2019/voluntary_leave_of_absence_report.pdf).

A voluntary leave of absence may be taken for a variety of reasons, such as personal, family, or transitional leaves.

Written request for a voluntary leave of absence, with exception of transitional leave, should be made at least ninety days prior to the annual conference

session giving specific reasons for the request. Personal and family leaves shall be approved annually upon written request of the clergy member and shall

not be granted for more than five years in succession, except by a two-thirds vote of the clergy members in full connection. Clergy members are responsible

for sumbitting a copy of this request to the Office of Spiritual Leadership, Attention: Registrar, 320-D Briarwood Drive, Jackson, MS 39206; or via email to

[email protected] (mailto:[email protected]).

During transitional leave, the clergyperson shall provide quarterly substantiation of his or her effort to obtain such an appointable position to the Bishop and to

the Board of Ordained Ministry Executive Committee. Transitional leave shall not be renewed beyond a twelve-month period.

Clergy on voluntary leave of absence shall be held amenable to the annual conference for their conduct and the performance of their ministry. In case of

failure to report to the Board of Ordained Ministry, the provisions for administrative location may be invoked.

Note: Voluntary leave shall be counted as part of the eight-year limit for provisional members.

References: 2016 Book of Disciple, ¶¶¶ 327, 353, 359

Once this form is completed, you can upload the form(s) using the "Attach file" button below.


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Preaching Station Reporting

*1. Is your church responsible for any preaching stations?

Yes

No

hidden on load *Attach the required report from each preaching station.

To access an editable PDF of this report click here (http://tiny.cc/ppreaching-station).


Pastor's Moving Expenses

Due to recent court rulings and tax law changes related to clergy moving expenses, the following information is needed.

*1. Did your church receive a new pastor this year?

Yes

No

hidden on load *1.a. Did your church pay his or her moving expenses?

Yes

No

hidden on load 1.b. How much did your church pay?

hidden on load *1.c. Was this amount reported to the Conference Treasurer/Benefits Officer?

Yes

No

*2. Does your church reimburse for employee expenses to include the pastor?

Yes

No

hidden on load *2.a. Does your church have an approved reimbursement plan?

Yes

No

hidden on load *2.b. Does your church need help developing a reimbursement plan?

Yes

No

Minutes of the Charge Conference Signature Report

*Attach a copy of your Charge Conference MinutesTo access an editable PDF of this signature page click here (http://mississippi-email.brtapp.com/files/connectional+ministries/james%27+folder/connectional-

files/2018-charge-conf-forms/minutes-charge-conference-signature-page.pdf).


Your official Charge Conference Minutes will be uploaded AFTER your charge conference because it requires a number of signatures. In regards to

the "recording secretary of the charge conference," that position is determined at the local church. Churches often use either their employed secretary or staff

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member or they often use the person who takes minutes for their Administrative Board/Council.

If you have any questions regarding the information requested in this section after carefully reading the instructions provided here, contact your District Office

(https://mississippi-www.brtsite.com/ourdistricts).+


20 CLERGY BUDGET COMPENSATION PACKAGEREPORT OF PASTOR (STAFF) - RELATIONS COMMITTEE TO CHARGE CONFERENCE

PASTOR’S NAME___________________________________________________________Last 4 digits of Social Security # XXX-XXX-_______

CHARGE NAME:__________________________ DISTRICT______________________ Begin date for this compensation:________________

Church/Salary Paying Entity Name Column 6

District Number COMBINED

Church GCFA Number (6 digit number) TOTAL

NOTE: Use One column per salary paying unit 1 2 3 4 5 FOR YEAR

A. Clergy Compensation Items

A 1. Cash Salary (Include on line 1 W-2)If you are not retired clergy and serve FULL time, seeinstructions for line A-1 on back for required amount)

A 2. Salary Support (Equitable Comp, New Church, etc)(Include on line 1 W-2)

B. Salary Reductions (not included on Line 1 of W-2)

B-1. Wespath (General Board of Pension) UM PersonalInvestment Plan (UMPIP) (Include in Box 12 on W-2 code E)

B-2. Conference Health Plan Premiums

B-3. Health Flexible Spending Accounts (See Instructions)

B-4. Child Care Flexible Spending Account (See Instructions)

B-5. Health Saving Accounts (See Instructions)

C. Housing Related Allowances (Not included on Line 1 on W-2 should be included on block 14 and noted as Clergy Housing)

C-1. Housing(Only if Not living in UM provided parsonage)

C-2. Utilities and Appurtenances (UM Parsonage or not)

D. Sub Total All Lines in Sections A, B, C This is Clergy CompensationE. Employer Reimbursable Expense Limit:Is a plan adopted? ___yes ___no (Not on W-2)

F. Total (Basis for appointment and for ClergyBenefit Billing Add lines D and E)

____________________________________ ____________________ _______________________________ _________________________ _______________________Clergy Signature Column 1=PPRC Chair & Treasurer Signature Column 2=PPRC Chair & Treasurer Signature

_____________________ _____________________ _______________________ ________________________ _________________________ ______________________Column 3=PPRC Chair & Treasurer Signature Column 4=PPRC Chair & Treasurer Signature Column 5=PPRC Chair & Treasurer Signature

NOTE: Only District Superintendent will complete below

For 20 Charge Conference Season DUE in ffice no later than 1 - -201

*Does Pastor live in a United Methodist provided parsonage? Yes ____ No ____ **Time Appointed: Full______ Less than full time_____________

Clergy Status______________ DS Approval___________________________________ Date Faxed to Treasurer_________ 601-326-0568CC 2019 eBinder of 65

20 Clergy Budget Compensation Package Instructions

General Instructions:This form is used by the charge conference for officially setting the salary of appointed pastors and determining the Clergy Benefit that the conference will bill. Also, this form can also be of real benefit in providing documentation required by the IRS. Remember, this form must be adopted at Charge Conference and line F can only be changed by Charge Conference Action.

All amounts are to be ANNUAL (not monthly) amounts regardless of the date of the appointment.A separate column must be used for each salary paying unit (District Appointment, Wesley Foundation, etc) .Be sure to check your addition and enter sub totals and totals in the correct boxes.You must use column 6 to total all columns.Be sure all signatures are obtained before submitting the form to the District Superintendent at charge conference.All payments to or on behalf of the clergy must be included on this form; ie: church paid utilities, insurance contributions,annual conference meeting reimbursements etc.

Data Section-Top of FormAll blanks must be properly completed. Be sure you enter the GCFA and the church conference number. Use begin date for this compensation to indicate effective date of this compensation. GCFA and church conference numbers may be found on your mission share report.

Section A: Clergy Compensation ItemsA-1 This is the cash salary that is to be included on the W-2 form. If you are clergy by tax law definition and not retired, an amount

must be entered on this line. You must have a minimum cash salary of 4% of plan compensation for full time clergy and 5.75% for less than full time clergy. Plan compensation is line D if you do not live in a UM provided parsonage. If you do live in a UM provided parsonage, plan compensation is 125% of line D. This definition is determined by General Conference andWespath (General Board of Pension).

A-2 Equitable compensation and new church salary is a grant to the local church. Check with your DS for the correct amountto enter here, if any. The conference treasurer direct deposits the funds to the church account and the local church treasurer pays those designated funds to the pastor. The amount is included on the W-2 form.

Section B: Salary ReductionsB-1 Full time clergy must contribute up to 1% of plan compensation to receive the conference equivalent match of up to 1%.

Plan compensation is defined in A-1 above.B-2 Only Mississippi Conference Insurance Plan Contributions can be listed on this line according to the Affordable Care

(ACA). As a salary reduction, premiums that are listed must be billed to and remitted by the local church/salary paying entity.B-3 Line B-3 is an annual election on January 1, 20 for the FSA. It will carry over to any appointment change. To enter any

amount on this line, the Affordable Care Act (ACA) requires that Clergy must be eligible to participate in the Conferenceprovided group health insurance plan. If an amount is entered on this line, the administration of the plan must be through the conference benefits office.

B-4 The Conference FSA plan provides an annual election for a child care plan up to the maximum levels as provided by IRSguidance. It will carry over to any appointment change. If an amount is entered on this line, the administration of the planmust be through the conference benefits office. The Conference Benefits Office will provide the paperwork to getthis established. The plan must be completed by 201 .

B-5 The HSA level of participation is governed by the high deductible plan in which the participant enrolls. It will carry over to anyappointment change. If an amount is entered on this line, the administration of the plan must be through the conference

benefits office. Enrollment through the Conference plan requires paperwork completion by , 201 .

Section C: Housing Related Allowances Housing allowances are two types and should be paid equally over the year. Clergyare required to account for these funds to the IRS. Line C-1 are the funds paid to the pastor by the church to provide a parsonagewhen the pastor is not living is a UM parsonage. Utilities and appurtenances (line C-2) are acceptable whether the home is provided bythe church or pastor. These amounts can be changed for future months-not prior months. Be sure you submit any changes on this formto your district office. This amount should be entered on line 14 of the W-2 Form and marked as Clergy housing.CC 2019 eBinder of 65

Section D is the total of all lines in sections A, B, and C.

Section E: Employer Reimbursable Expense Limit This is the block where you will enter the amount budgeted by the church for employee business expenses. There must be a plan adopted by the Board or charge conference prior to payment of the first check.The pastor is accountable to the church for these reimbursed expenses. These amounts shall not be included on the W-2 form. Anyamount not used cannot be legally paid to the pastor.

Section F: Total Basis for Appointment and Clergy Pension Benefit Invoice The appointment basis is the grand total of thecompensation line D amount plus the church’s reimbursable plan amount on Line E. This amount must be adopted by chargeconference. This is also the amount that Clergy Benefit invoice is based on.

The following chart allows the church to compute the 20 Clergy Benefit Invoice amount for budgeting purposes. The church will receive one bill for clergy benefits. The Clergy Benefit is an expense of the salary paying entity and is NOT chargeable to the Pastor.

Church/Salary Paying Entity Name (Same as page 1) Column 6

District Number (Same as page 1) COMBINED

Church GCFA Number (6 digit number) (Same as page 1) TOTAL


Section 1. Enter amount as determined by instructions for Section 1.

Section 2. If the pastor lives in a UM provided parsonage follow the instruction for Section 2. If not, enter -0-.

Section 3. Follow the instructions for Section 3

Section 4: Enter the amount as determined by the instructions for Section 4 below.

Section 1: From Page 1, determine F. Total less A 2. Salary Support.

Section 2: Multiply line Section 1 by 25% and enter here. (Note: The 25% factor is the Wespath (General Board of Pension) determined rate to give value to a UM provided parsonage and is for benefits computations only.) (See front page at bottom under the District Superintendent section to determine if a pastor lives in a parsonage.)

Section 3: For an amount to enter into Section 3, add Section 1 and Section 2.

Section 4: Follow the instructions below and enter in Section 4. This annual amount will be billed in monthly increments. ACH is available for payment of this amount and there is a $10 discount available for using the ACH method.

Use only one of the following lines: If your pastor is full time, multiply Section 3 by 2 .5% and enter in Section 4.If your pastor earns in total more than $20, and is serving less than full time (see bottom of page 1), multiply Section 3 by % andenter in Section 4.If your Pastor in total earns less than $20, and is serving less than full time (see bottom of page 1), multiply Section 3 by 6% and enterin Section 4.

Benefit Rates for 20 as adopted by 201 Annual Conference are as follows:Pension- Full Time 15.5%Pension ¾ Time-Total Salary in excess $20, 9%Pension ½ time Total Salary less than $20, 6%Medical Benefits Total package in excess of $20, 1 %


20 BUDGET COMPENSATION PACKAGE FOR NON CLERGYREPORT OF PASTOR (STAFF) - RELATIONS COMMITTEE TO CHARGE CONFERENCE

NOTE: By tax law, clergy is defined as one who is ordained, licensed or commissioned as clergy by an Ordaining Body

NAME__________________________________________________________________Last 4 digits of Social Security # XXX-XXX-_______

CHARGE NAME:__________________________ DISTRICT______________________ Begin date for this compensation:________________

Church/Salary Paying Entity Name Column 6

District Number COMBINED

Church GCFA Number (6 digit number) TOTAL


A. Total SPRC/PPRC Budget for Non Clergy

Start Computation on instructions in Section A.

A.1 Cash Salary

A 2 FICA/Medicare Match-Church Expense

A 3 Employer Reimbursable Expense Limit:

Is a plan adopted? ___yes ___no (Not on W-2)A 4 Total SPRC/PPRC Budget as adopted at the

Charge Conference

B. Payroll Check Computation

B-1. Cash Salary A-1 above divided by number of pay periods

Pay period is Monthly (12)_____Semi-Monthly(24)_____

Bi-weekly(26_______ Weekly(52)_______

B-2. FICA: Multiply B-1 times 6.2%

B-3. Medicare: Multiply B-1 by 1.45 %

B-4 Federal Withholding-(Consult W-4 and Federal

Withholding Tables in Circular E)

B-5 State Withholding-(Consult Form 89-350 and State

Withholding Tables)

B 6 Net Pay-Check to Employee

____________________________________ ____________________ _______________________________ _________________________ _______________________Non Clergy Signature Column 1=PPRC Chair & Treasurer Signature Column 2=PPRC Chair & Treasurer Signature

_____________________ _____________________ _______________________ ________________________ _________________________ ______________________Column 3=PPRC Chair & Treasurer Signature Column 4=PPRC Chair & Treasurer Signature Column 5=PPRC Chair & Treasurer Signature

NOTE: Only District Superintendent will complete below

For 201 Charge Conference Season DUE in ffice no later than 1 - -201

*Does non clergy live in a United Methodist provided parsonage? Yes ____ No ____ **Time Appointed: Full______ Less than full time_____________

DS Approval___________________________________ Date Faxed to Treasurer_________ Fax Number 601-326-0568


20 NON Clergy Budget Compensation Package Instructions

General Instructions:This form is used by the charge conference for officially setting the salary of appointed non clergy pastors and determining the Clergy Benefit that the conference will bill. Also, this form can be of real benefit in providing documentation required by the IRS. Remember,this form must be adopted at Charge Conference and Section A can only be changed by Charge Conference Action.

All amounts in section A are to be ANNUAL (not monthly) amounts regardless of the date of the appointment.A separate column must be used for each salary paying unit (District Appointment, Wesley Foundation, etc) .Be sure to check your addition and enter totals in the correct boxes.You must use column 6 to total all columns.Be sure all signatures are obtained before submitting the form to the District Superintendent at charge conference.The church must file forms 941 and W-2 and pay the taxes to the IRSThe church is responsible to pay the Direct Invoice to the conference as it is received. There is a credit for paying byACH.

Data Section-Top of FormAll blanks must be properly completed. Be sure you enter the GCFA and the church conference number. Use the begin date for this compensation to indicate effective date of this compensation. GCFA and church conference numbers may be found on your mission share report.

Section A: Total SPRC/PPRC Budget for Non Clergy (Start computations here)A-1 This is the cash salary that is to be included on the W-2 form and is the basis for the computation of FICA and Medicare. The

annual amount (Line 3 below) actually paid is included on the W-2 form in blocks 1, 3, 5, and the State Wages block.This amount is determined in the following manner. Please round all numbers:

1. Begin with Page 1 A-4 which is the amount approved at charge conference. 1 ________________2. Subtract A-3 Page 1 that is also approved at charge conference 2 ________________3. Subtract 2 from 1 and enter here. This is the cash compensation and employer tax 3________________4. Divide Line 3 by 1.0765 and enter here and on A-1page 1 . 4 ________________

A-2 Multiply A-1 by 7.65% and enter into block A-2. This should be the same amount computed above on A-1 (4).A-3 Employer Reimbursable Expense Limit This is the block where you will enter the amount budgeted by the church for

employee business expenses. There must be a plan adopted by the Board or charge conference prior to payment of the first check. The appointee is accountable to the church for these reimbursed expenses. These amounts shall not be included on the W-2 form. Any amount not used cannot be legally paid to the appointee. Doing so actually nullifies the adopted Reimbursement Plan.

A-4 Be sure that the total on page one of A-1, A-2 and A-3 equals the amount on page 1 A-4. Also remember that this is theamount set by charge conference.

Section B: Payroll Check Computation (DO NOT round these figures)B-1 Divide the amount on page 1 in A. 1 by the annual number of pay periods

(Monthly=12, Semi Monthly= 24, Bi-weekly= 26, Weekly= 52). B-2 Multiply B-2 by .062 and enter the results here.B-3 Multiply B-2 by .0145 and enter the results here.B-4 Using the W-4 and Circular E issued by the IRS, determine the appropriate federal withholding.B-5 Using the Form 89-350 and the State Withholding Table, determine the appropriate state withholding.B-6 Subtract B2, B-3, B-4, B-5 from B-1 and enter the results here. This is the net pay for the employee.


20 NON Clergy Budget Compensation Package Instructions

(Continued)

Clergy Benefits Invoice: Line A-4, page 1 will be used to invoice the local church for the funding of the clergy benefits. Byconference action, all appointments will be direct invoiced for the clergy benefits, even though the current appointment may choose notto participate or is ineligible for enrollment for the benefits. This is the way to level the budget process as churches have changes intheir pastors or pastors have changes in their status.

The following chart allows the church to compute the 20 Clergy Benefit Invoice amount for budgeting purposes. The Clergy Benefit is an expense of the salary paying entity and is NOT chargeable to the Pastor.

Church/Salary Paying Entity Name (Same as page 1) Column 6

District Number (Same as page 1) COMBINED

Church GCFA Number (6 digit number) (Same as page 1) TOTAL


Section 1. Enter amount from Page 1 Line A-4.

Section 2. If the pastor lives in a UM provided parsonage follow the instruction for Section 2. If not, enter -0-.

Section 3. Add Section 1 and Section 2.

Section 4: Enter the amount as determined by the instructions for Section 4 below.

Section 1: From Page 1, enter the amount on A 4.

Section 2: Multiply line Section 1 by 25% and enter here. (Note: The 25% factor is the Wespath (General Board of Pension) determined rate to give value to a UM provided parsonage and is for benefits computations only.) (See front page at bottom under the District Superintendent section to determine if a pastor lives in a parsonage.)

Section 3: For an amount to enter into Section 3, add Section 1 and Section 2.

Section 4: Follow the instructions below and enter in Section 4. This annual amount will be billed in monthly increments. ACH is available for payment of this amount and there is a $10 discount available for using the ACH method.

Use only one of the following lines:If your pastor is full time, multiply Section 3 by 2 .5% and enter in Section 4.If your pastor earns in total $20, or more and is serving less than full time (see bottom of page 1), multiply Section 3 by % and enterin Section 4.If your Pastor in total earns less than $20, and is serving less than full time (see bottom of page 1), multiply Section 3 by 6% and enterin Section 4.

Benefit Rates for 20 as adopted by 201 Annual Conference are as follows:Pension- Full Time 15.5%Pension ¾ Time-Total Salary in excess $20, 9%Pension ½ time Total Salary less than $20, 6%Medical Benefits Total package in excess of $20, 1 %


13

Name of Church ______________________________________Location of Parsonage (Address) ___________________________________________________Date of Inspection ___________________________________

EXTERIOR

Windows and Doors

Mississippi Conference Local Church Parsonage 10-Year Inspection Form


14

Condition of any special art glass windows? When have any repairs been made?

Roof Type: asphalt fiberglass shingles tiles other

Condition of roof:

Condition of lawn, trees, shrubs, etc.:


15

Condition of paved patio, walks, drive:

Condition of deck:

Does the church provide a lawn mower? Yes No

Is there a sprinkler system? Yes NoIs there a storage shed for yard tools? Yes No

Does the ground slope away from the house? (Evidence of ponding in yard?

Yes No


16

INTERIOR


17


18

Date curtains/drapes professionally cleaned:


19

Date curtains/drapes professionally cleaned:


20

Describe basement:


21

Does each basement bedroom have an egress (exit) window in addition to the stairway?

No

Is there insulation on foundation walls? Yes No

Condition:

Any evidence of standing water in the crawl space?

Attic

Describe attic:

Describe attic access and condition:


22

Is there free space at the eves for soffit ventilation?

Yes No

Is there evidence of moisture damage on the underside of the roof deck? Yes No

Does light shine in through openings on the roof? (Note, some visible outside light around the sides or floor provides for some extra ventilation. Light coming in from the roof indicates the potential for leaks and moisture damage.)

No

Does exhaust fan ductwork go directly to the outside?

Equipment and Mechanicals

Purchase date: Condition:

Whole house fans


23

Furnace

General InformationYear house built: ___________ Has there ever been any damage due to wind, hail, fire, flood, sewer backup, sump pump failure, leaks or other natural disaster? Please describe:

What was done to mitigate the damage?


24

MoldNote: Any moisture damage remaining 48 or more hours probably resulted in mold growth. Remediation regulations vary by state and jurisdiction. For the health of current and future parsonage inhabitants, all inspections and corrective measures should be undertaken by a professional trained in mold remediation. Baseline readings should be recorded and routine periodic inspections conducted more frequently following moisture damage. Has there ever been /is there now evident mold in the house? Yes No Describe: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

If yes to above mold question, what was done to mitigate the damage? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Has the mold mitigation been documented by professional trained in mold remediation? Yes No

Radon Has radon testing been conducted? Yes No When? ____________________________ Results?________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Were levels within normal range for geographic area? Yes No If yes to above radon question, what was done to reduce/eliminate the exposure? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Have corrective measures been conducted by a professional trained in radon remediation? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Asbestos Any asbestos which crumbles when touched (such as pipe insulation), or is of a condition that particles can become airborne when air passes over them (such as boiler insulation), or will break up or chip


25

when disturbed (such as asbestos-containing floor tiles or glues) create an unhealthy situation for parsonage inhabitants and workers. Asbestos is a federally regulated substance and may also be governed by state, county, city, and township laws. Assessment of its condition, any liability issues, health hazards, and regulations should be undertaken by a certified, and (depending on the state) licensed professional trained in asbestos management. Such professionals should produce current certificates of insurance at the church’s request prior to inspections or removals. Has there ever been/is there now asbestos in/on the house? Yes No Describe: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ If yes to above exposed asbestos question, what was done to mitigate the damage? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Have corrective measures been undertaken by professionals trained in asbestos remediation? Yes No Lead-based Paint

Note: Federal regulations and other jurisdiction laws govern lead-based paint in homes built before 1978. While considered less of an issue for older couples because lead-based paint particles are unlikely to become airborne unless ground into powder, sanded, or heated, it is particularly dangerous to children who are more likely to ingest peeling or cracked paint and metabolize this toxic substance very quickly. Therefore, it must be removed, encapsulated, or carefully monitored in place. Assessment of its condition, any liability issues, health hazards, and regulations should be undertaken by a certified, and (depending on the state) licensed professional trained in lead-based paint management. Such professionals should produce current certificates of insurance at the owner’s request prior to inspections or removals. Has there ever been /is there now lead-based paint in the house interior, exterior? Yes No Describe: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Are the paint films intact, not chipped and/or peeling? Yes No


26

If yes to above lead-based paint question, what was done to mitigate the damage?________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Note: removal not always necessary. Was encapsulation practical?_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Describe current condition. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Have assessments and any corrective measures, including remodeling/redecorating been documented by a professional trained in lead-based paint management? Yes No Electrical and Energy Efficiency Has an energy audit been done? Yes No Date: _________________________ Attach results. Number of storm doors: _____________ Condition: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Number of storm windows: ____________ Condition:______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Type of heating: Gas Electric Heat pump Geothermal Other

Is the heating/cooling system high efficiency? Yes No Year heating/cooling system installed: ____________________


27

Year heating system professional inspected: ______________________ Year water heater: gas electric installed: _____________________________ Year air conditioning: central window none other installed: ___________

Year air conditioner professionally inspected: ____________________

Size of main electric panel. # Amps. _____________: Breaker: panel fuses? All outlets grounded (3-prong): Yes No Are there Ground Fault Circuit Interruptor outlets in bathrooms, kitchens, laundry?

Yes No Safety Are there smoke alarms in the amount and locations recommended by local health codes?

Yes No Are there fire extinguishers near all open-flame equipment? (kitchens, furnace, fireplaces, etc.) Yes No Is there a record of annual fire extinguisher inspection in the Parsonage Record Book?

Yes No Are there carbon monoxide detectors? Yes No Is there an escape ladder or second stairway out of all bedrooms above the ground level?

Yes No Is there an egress (escape) window near any basement space used as a bedroom?

Yes No Is there a security light between detached garage and house? Yes No Accessibility I believe all federal regulations apply, although a period of transition may be warranted. Kim to check. Further question: what are the issues for a church when a clergy family needs permanent or semi-permanent changes to the house and grounds? In addition, what if these are for a growing child or youth with changing special needs? Consider developing an addendum that deals specifically with ADA in detail. Maintenance Budget, Analysis Is sufficient money set aside for routine maintenance and large, predictable repairs and replacements, including the room and heating-cooling system? Yes No Is the percentage set aside annually appropriate by current standards for the area? Yes No


28

Does the church maintain replacement cost insurance for the property and file a waiver of claim for pastors who choose not to self-insure personal property? Yes No Is the viability of maintaining a church parsonage vs. creating a housing allowance discussed by the Board of Trustees, SPRC/PPRC at least once every 4 years? Yes No Is there a review of average utility expenses done each year to assess the parsonage energy efficiency? Yes No Is this tracking document filed in the Parsonage Record Book? Yes No


25

Move-In Form: Pastor

Church Name: _________________________________________________

Church Address: ________________________________________________________

City: _______________________________________

State: _______________________ Zip Code: _____________________

Church Phone: _______________________________________________

Church Email: ________________________________________________

Parsonage Address: ________________________________________________________

City: __________________________________________

State: ____________________________ Zip Code: _________________________

Parsonage Phone: _______________________________

Pastor Email: ____________________________________

Pastor: Please send a copy of this completed form to the district superintendent within 5 days of moving in.


26

Move-In Form: Pastor (continued)Page 2

1. I found the exterior surroundings in the following condition:Excellent Satisfactory Poor

a. General Appearance____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

b. Driveway_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

c. Shrubbery and Trees_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

d. Lawn_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

e. Trash, Garbage _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. I found the overall condition of the parsonage in (condition)_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. Using a separate sheet if necessary, please comment on the inside cleanliness, furnishings, equipment(s) of the parsonage:

a. Bathrooms____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

b. Kitchen

____________________________________________________________________________________________________________________________________________________________


27

____________________________________________________________________________________________________________________________________________________________

Move-In Form: Pastor (continued) Page 3

c. General cleanliness of other areas. If unsatisfactory, please give specifics._______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

d. Is there reason to think that poor habits of general maintenance have been the case? If yes, please indicate reason(s) for this conclusion._______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

e. Are repairs needed that seem to be a result of unconcern? If yes, please indicate reason for this conclusion._______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

f. Have you requested work be done to make the parsonage “liveable”? What work is needed?_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

g. Do the windows, draperies, carpets, and appliances appear to be well maintained? If not, please explain._______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

h. Are there other helpful or corrective matters to report?_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________

4. Has the PPRC/SPRC/Trustees complied with the Parsonage Guidelines? If not, please explain.______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Pastor: ______________________________________________________ Date: ___________________


28

SPRC/PPRC: _________________________________________________ Date: ___________________

Trustee’s Chairperson: _________________________________________ Date: ___________________

Note: Disputes will be addressed by the District Superintendent or the District Superintendent’s Representative.


29


30


31


32


24

Checklist When Vacating a Parsonage: Pastor

1. I have conferred with the [SPRC/PPRC/Board of Trustees] about the following things which need attention:

2. For my part, I have completed the following items in preparation to vacate the parsonage:A. Dust around ceiling, corners, door moldings, window sills and ceiling fans.B. Wash all light globes in ceiling fans, ceiling lights, and lamps.C. Clean all baseboards, moving furniture from walls.D. Wipe out all drawers, cabinets, shelves, and counters.E. Clean mirrors.F. Dust and polish all furniture.G. Clean light switchplates.H. Wipe down all walls in bathrooms and kitchens.I. Clean floors. Vacuum if carpets are not being cleaned until later.J. Polish/”liquid gold” all woodwork.K. Wash painted-wood cabinets.L. Clean garage and storage buildings of parsonage property.M. Remove all trash and other recyclable/disposable items.N. Clean fireplace area. (If applicable)

Pastor: ________________________________________________ Date: __________________

Parsonage Committee Chair: ____________________________________ Date: _____________

Address:_______________________________________ Phone: ________________________

Pastor/ Staff Parish Relations Chair: _______________________________ Date: ____________

Trustees Chair: _______________________________________________Date:_____________


Report of the PastorThe report of the pastor shall include the names of all persons involved in the changes in membership and other items as

outlined in the 2016 Book of Discipline (¶¶ 234, 340). This report should cover as fully as possible the work of the pastor. Care should be taken not to duplicate the reports of the Church Council, committees, organizations, and officers of the charge.

Copies of this report should be filed with the recording secretary, pastor, district superintendent.

Church ChargeDistrict Annual Conference

For the period beginning and endingDATE OF PRIOR CHARGE CONFERENCE DATE OF CURRENT CHARGE CONFERENCE

List those who have been received into baptized membership since the last report.(Attach as a supplement .)

List those who have been received into professing membership since the last report.(Attach as a supplement .)

On profession of faith or restored.From other United Methodist churches.From other non-United Methodist churches.

List those who have been removed from the professing membership since the last report.(Attach as a supplement .)

By action of the Charge Conference, or trial court, or by withdrawal.By transfer to other United Methodist churches.By transfer to other non-United Methodist churches.By death.

4. Have the membership records and rolls been audited (¶231)? Yes No

If not, why not?

5. The Pastor shall give a report on the state of the church and an account of pastoral ministry as it relates to (¶ 340):providing support, guidance, and training to the lay membership in the church; ministering within the congregation andto the world; and administering the temporal affairs of the congregation. Include as a part of the report a statementoutlining the pastor's program of continuing education and spiritual growth for the past year and plans for the year tocome (¶ 349). (Attach as a supplement.)

Signed ____________________________________________________

Printed Name

Date ______________________________________________________

THE UNITED METHODIST CHURCH CHARGE CONFERENCE


Charge Conference

For nformation on please review The Book of Discipline 201 ¶3

______ _______________ _________________ ________ Prefix First Name Last Name Suffix

__________________________ ________________ ________________ Email Address Mobile Phone Home Phone

_______________________________________________________________________ Complete Mailing Address

_____________________________________________ Home Church (where Charge Conference is held)

________________________ #

I wish to continue on . _________

Location – retired status shall be requested in writing to the Bishop, Cabinet, and egistrar of the Board of Ordained Ministry at least 90 days prior to the Annual Conference session. ¶359. . I wish to be granted the status of Honorable Location-Retired this year. _______

Please report below marriages performed, baptisms administered, and funerals conducted and submit to your charge conference with signatures of located pastor and charge conference pastor.

Marriages: _______________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

Baptisms: _______________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

Funerals: _______________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

____________________________________________________ ______________________________ Location Pastor (signature) Date


Church Name GCFA#

New Candidates for MinistryChurch Member who has begun the inquiry/candidacy process since the last charge conference -1

Prefix First Name Last Name Suffix

Email Address Mobile Phone Home Phone

Mailing Address

Gender: Female Male Date of Birth

Ethnicity: African American/Black Caucasian/White Other:__________

Church Member who has begun the inquiry/candidacy process since the last charge conference -2



Mailing Address


Ethnicity: African American/Black Caucasian/White Other:__________

Approval of Candidates for MinistryChurch Member who is needing approval for certification since the last charge conference -1



Mailing Address


Ethnicity: African American/Black Caucasian/White Other:_______________

Charge ConferenceFor Information on the positions please review The Book of Discipline 2016 ¶310 for descriptions.


Church Member who is needing approval for certification since the last charge conference -2



Mailing Address



Previously ApprovedChurch Member previously approved and who is continuing as candidate for ordained ministry -1



Mailing Address



Church Member previously approved and who is continuing as candidate for ordained ministry -2



Mailing Address


Ethnicity: African American/Black Caucasian/White

Other:_______________


ANNUAL REPORT OF THE DEACONForm for the Appointment of Deacon in Full Connection or Provisional Member in the Deacon Track The General Council on Finance and Administration

PART I

Name:

Business Phone: Home Phone:

Cell Phone: Fax:

Business Address: City: State: Zip:

Home Address: City: State: Zip:

Preferred address for mailing purposes and inclusion in the journal: Home: Business:

Clergy membership status: Full Connection Provisional

Annual Conference:

Charge Conference: District:

PART II (Attach sheet if needed) 1. If you are serving in a setting extending the witness and service of Christ in the world (¶331.1a), give the name

and address of the institution or agency.

According to ¶331.4, deacons in full connection serving in an agency or setting beyond the local church shall relate to a local congregation. Give the name and address (including district and conference) of the local church to which you relate and serve as your second appointment.

2. If your primary field of service is in the local church, give the name and address of the local church, district, and conference.


3. If you are under appointment outside the conference of which you are a member, please complete the following:

Conference where you serve Bishop

District District Superintendent

For affiliate charge conference membership, give the name and address (including district and conference)of the local church to which you relate.

Title/Position:

Agency/Institution:

Base compensation: (Year ) $

Utilities and other housing related allowances

Travel allowance other cash allowances

Please indicate you appointment category: a. Agency or setting beyond the local church b. United Methodist Church-related agency, school, college, theological school, or ecumenical agency c. Local congregation, charge, or cooperative parish d. Endorsed by the General Board of Higher Education and Ministry e. In service with General Board of Global Ministries

PART III Area of your certification, specialization, or field of service:

Have you mailed your request for annual review and renewal of certification, specialization to the appropriate agency?

First Year Second Year Third year Fourth Year Fifth Year (¶353)

Yes No


Read ¶328 and ¶329 of The Book of Discipline. Reflect, and write about the ways in which you have lived out your call to the ministry of the deacon connecting the congregation with the needs of the world.

Describe in what new ways you envision connecting the congregation with the needs in the world.

According to ¶419 the district superintendent shall receive a report of each clergy person on his or her program of continuing education and spiritual growth. According to ¶350 list the ways you have fulfilled your plans for your continuing personal formation during the past year, including spiritual enrichment, service, missional, and continuing education opportunities.

According to ¶350 describe your plans for your continuing formation during the year ahead.

(Attach additional pages if necessary)

Signature Date

SEND COPIES TO: 1. The Bishop 2. District Superintendent 3. Board of Ordained Ministry 4. Bishop of the area in which you serve, if other than area of which you are a member. 5. Conference Secretary 6. Charge Conference Copies of this report may also be used to inform the General Board of Higher Education and Ministry

The General Council on Finance and Administration of The United Methodist Church Revised 2017 CC 2019 eBinder of 65

The United Methodist Church

Appointment to an Extension Ministry

NAME

BUSINESS PHONE ( ) HOME PHONE ( )

FAX ( ) E-MAIL

BUSINESS ADDRESS

CITY STATE ZIP

HOME ADDRESS

CITY STATE ZIP

HOMEPREFERRED ADDRESS FOR MAILING PURPOSES AND FOR INCLUSION IN JOURNAL:

BUSINESS

FULL MEMBER PROVISIONAL MEMBER ASSOCIATE MEMBER LOCAL PASTOR

OF ANNUAL CONFERENCE

CHARGE CONFERENCE MEMBERSHIP DISTRICT

If you are under appointment outside the conference of which you are a member, please complete the following:

Conference where you serve Bishop

District District S up e r i n t e n de nt

Affiliate chargeconference membership

TITLE/POSITION

AGENCY/INSTITUTION

BASECOMPENSATION (YEAR ) $

UTILITIES AND OTHER HOUSING RELATED AL LO W ANCES

TRAVEL ALLOWANCE OTHER CASH ALLOWANCES

PLEASE INDICATE YOUR APPOINTMENT CATEGORY: (¶ 344.1)a. Appointed within the connectional structure

b. Endorsed by the UM Endorsing Agency within the General Board of Higher Education and Ministry

c. In service with General Board of Global Ministries

d. Appointed to other valid approved extension ministry

Attach: 1) a brief narrative of your ministry during the past year including a copy of your annual evaluation; and 2) evidence of your continuing education and spiritual growth program and future plans. (¶ 344.2)

Date SIGNED

SEND COPIES TO:1. Bishop2. District Superintendent3. Board of Ordained Ministry4. Conference Secretary5. Bishop of area in which you serve, if other than area of which you are a memberA copy of this report may be used to inform the Charge Conference(s) of which you are a member and an affiliate member in keeping with ¶316.1 and 344.3 a ,b . *A copy of this report should be used to inform the United Methodist Endorsing Agency, PO Box 340007, Nashville, TN 37203-0007 in keeping with ¶344.1b.

THE GENERAL COUNCIL ON FINANCE AND ADMINISTRATION

Revised 2/2017


Charge Conference

For nformation on please review The Book of Discipline 2016 ¶358





________________________ #

I wish to continue on Honorable Location. _________

Honorable Location – retired status shall be requested in writing to the Bishop, Cabinet, and registrar of the Board of Ordained Ministry at least 90 days prior to the Annual Conference session. ¶359.3. I wish to be granted the status of Honorable Location-Retired this year. _______

Please report below marriages performed, baptisms administered, and funerals conducted and submit to your charge conference with signatures of located pastor and charge conference pastor.

Marriages: _______________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

Baptisms: _______________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

Funerals: _______________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

____________________________________________________ ______________________________ Honorable Location Pastor (signature) Date


Charge Conference

For nformation on please review The Book of Discipline 2016 ¶357.5.





________________________ #

All retired clergy members who are not appointed as pastors of a charge, after consultation with the pastor and the district superintendent, shall have a seat in the charge conference and all the privileges of membership in the church where they elect to hold such membership except as set forth in the Discipline. They shall report to the charge conference and to the pastor all marriages performed, baptisms administered, and other pastoral functions. If they reside outside the bounds of the annual conference where membership is held, they shall forward annually to the charge conference where membership is held a report of their Christian and ministerial conduct, signed by the district superintendent or the pastor of the affiliate charge conference where they reside.

Please report below marriages performed, baptisms administered, and other pastoral functions conducted and submit to your charge conference with signatures of retired pastor and district superintendent or charge conference pastor.

Marriages: _______________________________________________________________________

________________________________________________________________________________

Baptisms: ________________________________________________________________________

________________________________________________________________________________

Funerals: ________________________________________________________________________

________________________________________________________________________________

Other Pastoral Functions: ___________________________________________________________

________________________________________________________________________________

______________________________________________ ______________________________________________ ____________Retired Pastor (signature) District Superintendent or Charge Conference Pastor (signature) Date


P

S

:


Charge Conference

Preaching Station Name Conference # ________ GCFA #

This report being made to the Charge Conference of (charge name)

on (date).

1. How often are regular worship services being conducted?

2. Is the church building covered under the conference-wide insurance program managed by Arthur J.

Gallagher Risk Managers?

3. Are internal controls that are in compliance with The Book of Discipline 2016 ¶258.4.c being followed?

4. Who are the persons duly elected to act on behalf of the church as:

Treasurer


A form of contact: Email Address, Mobile Phone, Home Phone or Complete Mailing Address

Trustee (Property)



Council Chair



The above approved by vote of the membership of the preaching station date:

Council Chair Signature: Last Revised: July 26, 2018


Charge Conference MinutesChurch ______________________ District ____________ GCFA # __________ Conference # ___________

These actions taken by the duly called charge conference on the ______ day of _____________, 20____,

held at _________________________________________________________________________.

Signatures: Pastor __________________________________________________________

Recording Secretary of Charge Conference______________________________

District Superintendent ____________________________________________

If not D.S., presiding Elder ________________________________________

SUBMIT: Please make two copies of this charge conference packet (one for your church’s records and one for signatures at charge conference). Prior to your charge conference, submit one copy of this packet per the instructions of your District Superintendent.

1. Congregation Report Follow Up Question (required-no set format)

2. New Year Clergy Compensation Form (required for each appointed pastor)

3. Pastor’s Report (required form for each appointed pastor)

a. List of members removed and added since last Charge Conference (required-no set format)

b. Continuing Education Certificates (required-no set format)

4. Finance/Trustees Reports

a. Copy of Internal Controls (required-no set format)

b. Copy of Insurance Policy Declaration Page (if not using conference-wide insurance plan)

c. Copy of Safe Sanctuaries Policy (required-no set format)

5. Lay Leadership Recommendations (required-no set format)

6. Spiritual Leadership Forms

a. Administrative – Location Report (if applicable using required form)

b. Candidates for Ministry (if applicable using required form)

c. Deacon in Full Connection (if applicable using required form)

d. Extension Ministry Appointment Form (if applicable using required form)

e. Honorable Location Report (if applicable using required form)

f. Lay Minister – Lay Servant – Lay Speaker Annual Reports (if applicable using required form)

g. Retired Pastor Report (if applicable using required form)

h. Voluntary Leave of Absence Report (if applicable using required form)

7. Preaching Station Report (if applicable using required form)

Last Revised: July 12, 2019CC 2019 eBinder of 65

cc 2019 ebinder page 1 of 65 - eastjacksondistrictumc.org

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