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The Florida Annual Conference of the UMC

2010 Calendar of Forms and Reports
Deadline Dates For the Local Church

 

January
*Recurring Monthly Reports

7th

Year-end local church statistics available online (Table 1, Table 2, Table 3) –  Complete online annually. CLICK HERE to login to complete your church statistics report. Must be completed by Feb. 19, 2010. (Available soon)

 

15th

2009 Apportionments: Friday, January 15, 2010 is the last day for receiving 2009 apportionments. This is not a postmark date, but is the date by which monies must be received in the conference office to be included in 2009 receivables. Monies received after this date will be credited to 2010. 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 2009 or 2010 apportionments.
                    

22nd

Deadline for completing church and pastor profiles. These forms should be reviewed and updated annually by all church SPR-Committees and all Clergy in the Florida Conference. Pastors having January consultations with their district superintendent should insure that their church 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, Dec. 1 to Jan. 22.  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.  

Church Profile - should be reviewed and updated annually. 
All church SPR-Committees must complete online annually and may begin work on this in December. The Church Profile deadline requires it to be completed online 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 Jan. 22.

Pastor Profile – should be reviewed and updated annually. 
All pastors must complete online annually and may begin work on this in December. The Pastor Profile deadline requires it to be completed online no later than one week prior to the DS Consultation. The final date to update the Pastor Profile is Jan. 22.   

Pastor Preference for Appointment and Staff Parish Advisory Recommendation. 
Only Pastors and SPRC’s making an advisory request to the Bishop and the Cabinet for a move in 2010 will complete the Preference for Appointment or SPRC Advisory Recommendation forms this year. If requesting a move, contact your District Superintendent to schedule a consultation appointment and to request the appropriate Advisory Recommendation form.  (Please refer to a copy of the  revised Cabinet Appointment Making Guidelines and letters sent to the Clergy and SPRC Chairperson in Oct. 2007 for more detailed information.) 


February
*Recurring Monthly Reports

19th

Year-end local church statistics (Table 1, Table 2, Table 3) close on Feb. 19 at 4:00 p.m.  Complete online annually. This form is available online January 7, 2010.  CLICK HERE to login to complete your church statistics report.  Must be completed by February 19 at 4:00 p.m.

March
*Recurring Monthly Reports

31st

Child/Youth Protection Policy adoption – 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 copy to the district office).
     

31st

Fiscal Responsibility and Management Policy adoption - Review & renew annually. Mail a signed copy of this policy to the district office by March 31st.
    

31st

Sexual harassment Policy adoption– 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).
     

31st

Annual Report to the District Housing Committee / Parsonage. Checklist – Review & renew annually. Mail a signed copy of the Annual Parsonage Review to the district office by March 31st.
 

31st

Disaster Recovery Quick Resource Survey - New Survey in 2010, details announced in February.
 

April
*Recurring Monthly Reports

1st

Equitable Compensation Forms - Due to Center for Clergy Excellence Office for churches requesting funds.


May
*Recurring Monthly Reports

 
 

June
*Recurring Monthly Reports

 
 

July
*Recurring Monthly Reports

 
 

August
*Recurring Monthly Reports

16-31

Annual Ministry Protection Property, Casualty Renewal Survey. (CONNECT) Review and update online insurance database annually. Annual survey period is August 16-31. This form is available online year round to enable churches to update insurance data year round as changes occur. Click here for link to the insurance database on the Ministry Protection website.

 

16-31

Annual Workers Compensation Salary Survey. Complete online annually. Annual survey period is August 16-31. This data is collected as part of the annual Ministry Protection insurance survey. Please be sure to project your payroll by category through the end of 2010 when completing this section.

 

23rd

Annual Charge Conference forms available online Monday, Aug. 23. These forms are to be completed annually by each local church in accordance with the district superintendent’s annual charge conference directions. Forms are available by following this link.

September
*Recurring Monthly Reports

 
 

October
*Recurring Monthly Reports

16th

Health Insurance Adoption Agreement - 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 in 2011. Eligible Clergy are required to participate. Click here for more information.
     

31st

Clergy Assessment Process “Understanding our Ministry Together.” The clergy assessment process for 2009 is available online 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 every year by Oct. 31. Click here for more information.
          

31st

Continuing Education – Complete in conjunction with the Clergy Assessment Process; due to the district office every year by October 31st.


November
*Recurring Monthly Reports

1st

Equitable Compensation Forms. Due to Center for Clergy Excellence Office for churches requesting funds.  
    

30th

Local Church Leaders data entry (incoming local church lay officers contact information for the year 2011) should be completed within two (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. Updates and changes in local church officers should be reported to your district offices as they occur throughout the year.


December
*Recurring Monthly Reports

Recurring Monthly Reports

•Missional Vital Signs (e-mail sent to MVS Reporter on the 5th of each month requesting statistics from the previous month). For more information contact   

       your District Office.              

•Download on-line Monthly Billing Reports from Florida Conference Website                        

- Health Insurance and Pension Statements                        

- Property Casualty and Workers Compensation Insurance Statements                        

- Apportionment Statements              

Monthly Billing Reports website: http://www.flumc2.org/monthly_reports.asp

 
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