Calendar of Reports Due 2014

The Florida Annual Conference of the UMC
2014 Calendar of Forms and Reports
Deadline Dates For the Local Church

(Please check back in the new year for any updates to the information below)

 January
*Recurring Monthly Reports
2nd
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Year-end local church statistics available online (Table 1, Table 2, Table 3) Complete online annually.  Must be completed by 5:00pm Friday, January 31, 2014.  Click Here for instructions page. (available 1/2/2014)
10th 2013 Apportionments: Friday, January 10, 2014 is the last day for receiving 2013 apportionments. This is not a postmark date, but the date by which monies must be received in the conference office or at the lockbox at Regions Bank to be included in 2013 receivables. Monies received after this date will be credited to 2014. 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 2013 or 2014 apportionments.

Note: To be included in the Florida Annual Conference "Report of 100% Churches", 100% of 2013 apportionments must be received by January 10, 2014, and all outstanding Ministry Protection and Health and Benefits obligations must be received by December 31, 2013.
 31st Deadline for completing Church and Pastor Profiles. These two forms should be reviewed and updated annually by all church SPR Committees and all clergy in the Florida Conference. Pastors having January/February consultations with their District Superintendent should ensure 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, 2013 to Jan. 31, 2014.

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. The reports 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 update online annually and may begin on December 1st. The Church Profile deadline requires it 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 January 31, 2014.
Click here for the Church and Pastor Profiles start page.

Pastor Profile – should be reviewed and updated annually.
All pastors must update online annually and may begin on December 1st. 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 January 31, 2014.
Click here for the Church and Pastor Profiles start page.

Pastor Preference for Appointment and Pastor Parish Advisory Recommendation.
Only Pastors and SPRCs making an advisory request to the Bishop and the Cabinet for a move in 2014 will complete the Preference for Appointment or PPRC 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 2010 for more detailed information.)
 31st Year-end local church statistics (Table 1, Table 2, Table 3) close on January 31st at 5:00 p.m.  Complete online annually. This form will be available online via your church dashboard on the conference website www.flumc2.org January 2, 2014.  Must be completed by January 31st, 2014 at 5:00 p.m.   Click Here for instructions page.
  February
*Recurring Monthly Reports
 15th  Workers Comp Audit.  Complete online annually.  Report actual payroll for 2013.  Click here to link to the 2014 report. Must be completed by Saturday, February 15, 2014.
 March
*Recurring Monthly Reports
 31st Child/Youth Protection Policy adoption – Review & renew annually.  Mail a signed copy of the Annual Review & Renewal Signature page of the Child/Youth Protection Policy 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: Financial Controls, Policies, and Procedures - Review & renew annually. Once in compliance,  mail a signed copy of the one page Annual Review and Renewal Document to the District Office by March 31st.
 31st Employee Conduct Policy Adoption – FL Conference Revised Local Church Policy updated Fall 2012.  Review and renew annually.
 Click here for ECP for clergy to complete. 
 Click here for ECP for local church employees to complete.  Mail the signed clergy copy to the District Office by March 31st.
 Adopt the revised ECP and mail a signed copy of the Adoption Agreement to the District Office by March 31st.
Copies of the local church employees forms should not be mailed to the District Office, but should be filed in their employee file at the local church.
 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 - Survey available via the Church Login on the Conference website.  (You will need your Church's user name and password to access Disaster Recovery Quick Resource Survey.  Contact your District Office if you need assistance.)
 31st Fund Balance Report for the Year End 2013 - this report is located in your church dashboard. Click here to link to the church login page to access your report form.
 April
*Recurring Monthly Reports
 1st Equitable Compensation Forms - Due to the Office of Missional Engagement for churches requesting funds.
 May
*Recurring Monthly Reports
 June
*Recurring Monthly Reports
 July
*Recurring Monthly Reports
 August
*Recurring Monthly Reports
 15-31 Annual Ministry Protection Property and Casualty Insurance Review (Annual Survey). Review insurance coverages and update online insurance database annually. Annual review period is August 15-31, 2014. This database is also available online year round to enable churches to update insurance data as changes occur. Click here  to link to the Church Dashboard via the insurance database on the Ministry Protection website.   
The Annual Workers Compensation Payroll Review is included in the Church Dashboard review of property and casualty insurance detailed above.  Please be sure to project your payroll by category through the end of 2014 when completing this section.
 22nd
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Annual Charge Conference forms available online Friday, Aug. 22. These forms are to be completed annually by each local church in accordance with the District Superintendent’s annual charge conference directions. Click here to link to the 2014 forms.
 September
*Recurring Monthly Reports
 October
*Recurring Monthly Reports
 November
*Recurring Monthly Reports
 1st Equitable Compensation Forms. Due to the Office of Missional Engagement for churches requesting funds.
 30th Local Church Leaders data entry (incoming local church lay officers contact information for the year 2015) should be updated on-line via your church dashboard within one (1) week of your Annual Charge/Church Conference in the fall. Current leaders and contact information can be accessed year round via the church login on the Florida Conference website, www.flumc2.org. Updates and changes in local church officers should be reported on-line as they occur throughout the year. All 2015 leadership updates should be finalized by November 30, 2014.
 December
*Recurring Monthly Reports
 1st Annual Assessment of Clergy Leadership. The clergy assessment process for 2014 is available online at www.flumc.org under the Ministries Tab: Clergy Excellence. Appointed Clergy and the Staff/Pastor Parish Relations Committee should meet annually to complete this process. The report is due to the District Office every year by December 1st. Click here for more information. Spanish Translation of the forms available here
 1st Continuing Education – Complete in conjunction with the Clergy Assessment Process; due to the District Office every year by December 1st. Click here for the CE form.

 Recurring Monthly Reports
            •Missional Vital Signs (e-mail sent to MVS Reporter on the 1st of each month
             requesting statistics from the previous month). MVS for the previous month should
             be submitted on-line by the 10th of the following month. For more information contact
             your District Office.


            •Download online 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://tools.flumc.org/monthly_reports.asp 

           
2013 & 2014 Apportionment Giving Reports: Click here
            
Update:  11/1/2013

 

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The Florida Conference of The United Methodist Church

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Lakeland, FL 33815

(863) 688-5563 or toll free (800) 282-8011