Annual Forms and Worksheets

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 (EZRA - GCFA 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
2020 Evaluations were emailed to pastors on March 2nd
   The email included a link to access the forms
May 15 Contact District Office with all questions
Continuing Education Report Form May 15 Fill out via Clergy Dashboard  
Annual Parsonage Inspection May 15 Submit to District Office  
Parsonage Checklist - when pastor is leaving parsonage July 15 Submit to District Office When pastor is vacating 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
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