Unless otherwise noted, please contact your District Office with questions.
Forms - Due Prior to Charge Conference |
Due Date |
Action Required |
Notes / who to contact with ?'s |
|---|---|---|---|
| Year-end Statistical Reports (Login Required) | January 31 | login/fill out statistics | email John Wilson |
| Fund Balance Report (extension may be obtained through DS) | March 1 | Submit to District Office | |
| DS Evaluations of Provisional Members | March 1 | Completed by DS | |
| Worker's Compensation -send to Conference Center ONLY | March 31 | Send to Conf Center | email accounts receivable |
| 2023 Clergy Evaluation | June 10 | Send to District Office | Contact District Office with all questions |
| Continuing Education Report Form | May 15 | Fill out via Clergy Dashboard | |
| Annual Parsonage Inspection | May 15 | Complete via Church Dashboard | Contact District Office for username/pw |
| Parsonage Checklist - when pastor is leaving or moving into parsonage | July 15 | Submit to District Office | When pastor is vacating or moving into the parsonage |
| Quick Reference Form | July 15 | Submit to District Office | Newly appointed Pastors |
Forms - Clergy/Church Dashboard - online |
Due Date |
Action Required |
Notes / who to contact with ?'s |
| Clergy Profile for Cabinet - Clergy Dashboard | One-on-One | Clergy Login Required | Contact District Office for username/pw ?'s |
| Church Profile for Cabinet - Church Dashboard | see notes | Church Login Required | Update this Prior to Charge Conference |
| Church Parsonage form - Church Dashboard | see notes | Church Login Required | Update this Prior to Charge Conference |
| Local Church Leaders - Church Dashboard | after Charge Conf | Church Login Required | Include email & contact info for Leaders |
Forms - Charge Conference Reports - paper |
Due Date |
Action Required |
Notes / who to contact with ?'s |
| Housing Allowance Exclusion Resolution | |||
| Charge Conference Summary Form (PDF) / MS Word format | see notes | Due 2 weeks Prior to Charge Conference | |
| Lay Leadership Nominations- use printout from church dashboard | Charge Conf | Use leaders(printable) | from church dashboard login |
| Membership Audit | Charge Conf | ||
| Report of the Pastor | Charge Conf | ||
| Five Areas of Focus - Goals Worksheet | Charge Conf | ||
| How to Set Goals - Five Areas of Focus | Charge Conf | ||
| Accessibility Audit | Charge Conf | ||
| Annual Report of the Trustees | Charge Conf | Print, submit to District | |
| Annual Report of the Committee on Finance | Charge Conf | Print, submit to District | |
| Fund Balance Report (copies - everyone as submitted on 3/1) | Charge Conf | ||
| Certified Lay Servant Annual Report | Charge Conf | Completed by Certified Lay Servants | |
| Lay Speaker Annual Report | Charge Conf | Completed by Lay Speakers | |
| Certified Lay Minister Annual Report | Charge Conf | Mailed directly to CLM | |
| Report of Retired Pastor | Mailed directly to Clergy | ||
| Report of Pastor on Ext Ministry, Leave, or Honorable Location | Mailed directly to Clergy | ||
Forms - Due After Charge Conference |
Due Date |
Action Required |
Notes / who to contact with ?'s |
| Interpreter Magazine Subscription | Churches contacted directly | ||
| Equitable Compensation Applications | Oct / Apr | online application | District Superintendent |
| Final Updates to Clergy/Church Worksheets for Cabinet | November 15 | Login Required | District Office for username/pw |
| Charge Conference Minutes | November 30 | Submit to District Office | Must contain clergy compensation info |
| PPRC or Pastor Request for Move | December 1 | Written to DS | |
| Mentoring Report Form (PDF) / MS Word Format | December 15 | follow directions on form | |
| Quick Reference Form Updated for New Year | December 31 | Submit to District Office | |
| Church Budget | December 31 | Submit to District Office | |
| Appointment Consideration Form | December 31 | Submit to DS |