The Florida Annual Conference of the UMC
2008 Calendar of Forms and Reports
Deadline Dates For the Local Church
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January
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11th |
2007 Apportionments: Friday, January 11, 2007 is the last day for receiving 2007 apportionments. |
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This is not a postmark date, but is the date by which monies must be received in the conference office to be included in 2007 receivables. Monies received after this date will be credited to 2008. Include a completed apportionment giving form with your payment. Always include your church’s GCFA number on all forms and checks. When paying in January, mark clearly if the payment is for 2007 or 2008 apportionments.
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15th |
The church & pastor profiles should be reviewed and updated |
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annually by all churches and all clergy in the Florida Conference. Pastors having January consultations with their D.S. should insure that their church profiles and pastor profiles are completed one week prior to their scheduled consultation. All other clergy should review and update these forms annually during the time frame allowed, December to January 15th.
Though you may not anticipate a move, it is important that both the pastor profile and church profile be current and up to date at the appointment-making session of the cabinet. It should be an honest reflection of the pastoral ministry and the profile of the church.
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Church Profile - should be reviewed and updated annually. |
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All Churches must complete on-line annually and may begin work on this in December. The Church Profile deadline requires it to be completed on-line no later than one week prior to the pastor’s DS Consultation if they are having one. The final date to update the Church Profile is January 15th.
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Pastor Profile – should be reviewed and updated annually. |
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All Pastors must complete on-line annually and may begin work on this in December. The Pastor Profile deadline requires it to be completed on-line no later than one week prior to the DS Consultation. The final date to update the Pastor Profile is January 15th.
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Pastor Preference for Appointment and Staff Parish Advisory Recommendation
Neither Pastors nor SPRC’s will be completing Preference for Appointment or SRRC Advisory Recommendation forms this year. Please refer to a copy of the recently revised Cabinet Appointment Making Guidelines and letters sent to the Clergy and SPRC Chairperson in October 2007 for more detailed information.
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February
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15th |
Year-end local church statistics (Table 1, Table 2, Table 3) – |
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Complete on-line annually. This form will be available on-line January 7th.
CLICK HERE to login to complete your church statistics report.
Must be completed by February 15th. CLICK HERE for getting started with year end reports help page
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March
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31st |
Child/Youth Protection Policy adoption – Review & renew annually. |
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Mail a signed copy of the Annual Review/Endorsement Renewal to the District Office by March 31st. (Should the policy undergo major revisions, mail a complete copy to the District Office).
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31st |
Fiscal Responsibility and Management Policy adoption - |
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Review & renew annually. Mail a signed copy of this policy to the District Office by March 31st.
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31st |
Sexual Harassment Policy adoption – |
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Review & renew annually. Mail a signed copy of the Annual Review/ Endorsement Renewal to the District Office by March 31st. (Should the policy undergo major revisions, mail a complete and signed copy to the District Office).
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31st |
Annual Report to the District Housing Committee / Parsonage Checklist |
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Review & renew annually. Mail a signed copy of the Annual Parsonage Review to the District Office by March 31st.
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April
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1st |
Equitable Compensation Forms |
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Due to Center for Clergy Excellence Office for Churches Requesting Funds.
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May |
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June |
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July |
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August
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25th |
Annual Charge Conference Forms available on-line – August 25th |
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to be completed annually by each local church in accordance with the
District Superintendent’s Annual Charge Conference Directions.
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August/September
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TBA |
Annual Ministry Protection Property, Casualty Renewal Survey – CONNECT |
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Review and update on-line annually. Annual Connect Renewal period is anticipated to be in late August, early September 2008. This form will be available on-line year round to enable churches to update insurance data year round as changes occur. Click here for link to CONNECT.
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TBA |
Annual Workers Compensation Salary Survey – CONNECT |
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Complete on-line annually. Annual Connect Renewal period is anticipated to be late August, early September 2008. This data will be collected as part of the Annual Ministry Protection Property Renewal CONNECT Survey. Please be sure to project your payroll by category through the end of 2008 when you complete this section.
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October
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10th |
Health Insurance Adoption Agreement |
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All churches must return the Adoption Agreement found at the bottom of the document either agreeing to participate or waiving participation in the Health Benefits Plan for Lay Employees. Eligible Clergy are required to participate. Click here for 2009 information and form.
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31st |
Clergy Assessment Process “Understanding our Ministry Together”– |
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The clergy assessment process for 2008 is available on-line at www.flumc.org under the Ministries Tab: Center for Clergy Excellence. Clergy and the Staff/Pastor Parish Relations Committees should meet in the fall to complete this process. The report is due to the District Office Annually by October 31st. Click here for more information.
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31st |
Continuing Education – |
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Complete in conjunction with the Clergy Assessment Process - Due to the District Office Annually by October 31st.
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November
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1st |
Equitable Compensation Forms |
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Due to Center for Clergy Excellence Office for Churches Requesting Funds.
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30th |
Local Church Leaders data entry (incoming local church lay officers |
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contact information for the year 2009) – should be completed within 2 weeks of your Annual Charge/Church Conference in the Fall. Current Leaders and contact information can be accessed via the Church Login on the Florida Conference website www.flumc.org Final updates and changes should be made on the hard copy list and sent to the District Office no later than November 30th, 2008. Updates and changes in local church officers should be reported to your District Offices as they occur throughout the year. Click here for instructions to access your local church officers on-line.
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December |
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2008 Calendar of Reports Due
Release Date: 11/08/2007 |
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