THE UNITED METHODIST CHURCH

ACADIANA DISTRICT 850 Kaliste Saloom Rd, #100

Lafayette, LA 70508 P: 337.235.2904 F: 337.235.0080

acadumc@cox-internet.com

Rev. John Cannon Dana Moore District Superintendent Administrative Assistant

MEMO TO: Acadiana District Pastors FROM: John Cannon DATE: July 5, 2016 SUBJECT: 2016 Charge Conferences

2016 Acadiana District Charge Conferences Instructions for Clergy

In the spirit of keeping things fresh, we’re doing something a little different with Charge Conferences this year. The focus will be on renewal of our spirits and refocusing on our mission, and each of our five gatherings will feature a guest preacher from the Acadiana District. My hope is that this will be a time for you and your lay leadership to share in our Methodist connection and be inspired by God’s Spirit. We will meet in the sanctuary of the host church, and all members of your Church Council are asked to attend. The “business” portion of the gathering will be held as a part of worship so pay special attention to the responsibilities listed below so that we are faithful to the administrative requirements of our meeting.

Responsibilities of Each Pastor:

1. Personally invite all the members of your Church Council(s). I am expecting as close to 100% participation as possible, but if there are not at least 4 voting members of your Church Council(s) present (in addition than you and your spouse), I will not conduct a vote on the business items, and we will have to schedule another charge conference.

2. Prior to the Charge Conference, hold a meeting of the Church Council(s) to approve all of the business items and sign all forms. Include nominations for new members of the Lay Leadership (Nominations) Committee in your list of church officers. If there is any reason why a particular matter cannot be approved, or if you anticipate objection to the salary or nominations, call me immediately so that we can discuss the matter and make plans for an individual charge conference. If your church needs to have an individual meeting, you must still participate in the scheduled group conference.

3. During our time of worship, I will conduct votes to ratify your nominations, pastoral compensation, and approvals of lay servants and ministerial candidates. Since we will take these votes as a group, I will provide a written means for people to vote “no” should they not wish to voice their objection aloud. Again, if you expect an objection, let me know ahead of time.

4. All Charge Conference paperwork must be completed, approved by the Church Council, signed, and returned to the District office on or before the Monday prior to your scheduled charge conference. This is important. Dana and I will review the documents prior to the meeting. I will not receive additional or substitute documents at the charge conference. We will vote only on what I have received and reviewed ahead of time.

5. If your Trustees, PPR/SPRC, and Lay Leadership (Nominations) committees are not organized in rotating classes already, this will be the time to do so. We will be reviewing the organization of the committees carefully. If you or your laity have any questions about this, please call me.

6. ALSO, pay attention to the requirements of the Discipline concerning the organization of the Finance Committee (¶258.4). I expect the Treasurer and Financial Secretary to be different people, and they may not be immediate family members. If you are currently out of compliance, correct this through Nominations Committee.

We will send the Charge Conference forms later in the summer. I am looking forward to our time together! Call me if you have any questions.

2016 Acadiana District Charge Conference Checklist Name of church: _________________________________ Pastor: ______________________ The following items must be submitted to the District Office on or before the Monday prior to your Charge Conference: ____ This completed checklist showing all items submitted to the District Office ____ Completed 2016 Charge Conference Minutes signed by your Church

Council or Administrative Board secretary ____ Pastoral Compensation Form. ____ Pensions Resolution form with all required signatures ____ Health Care Benefits Resolution form with all required signatures

(not required if the pastor is not covered on the Conference health insurance) ____ Report of the Pastor ____ Local Church Lay Servant Annual Report

____ Lay Speaker Annual Report

____ Certified Lay Servant Annual Report ____ Certified Lay Minister Annual Report

____ Staff/Pastor-Parish Relations Committee form ____ List of your church leaders for 2017 (your choice of format; however, your S/PPR,

Trustees, and Nominations Committee must be organized in rotating classes according to The Book of Discipline)

____ Parsonage Inspection Checklist

2016 Charge Conference Minutes Acadiana District

This official record is to be filled out by the Church Council or Administrative Board Secretary at the church meeting where the following items are approved. It is to be returned to the District Office with all other Charge Conference forms on or before the Monday prior to the Charge Conference meeting. Church: _____________________________________ Charge: _____________________________________ Date: _______________________ The pastoral salary proposed by the Staff-Parish Committee and shown on the compensation worksheets was approved. ___ Yes

___ No The officers and board/committee members recommended by the Nominations Committee and for 2017 were approved. ____ Yes ____ No The following Lay Servants were approved (list names below and indicate “new” or “continuing”): The following Certified Lay Ministers were approved (list names below and indicate “new” or “continuing”):

The following candidates for licensed pastoral ministry were approved (list names below): List the names of the voting members of the Church Council or Administrative Board that were in attendance at the meeting where the above matters were discussed and approved: ____________________________________________ ________________ Signature of Church Council or Admin Board Secretary Date ____________________________________________ ________________ Signature of Pastor Date

Charge Conference Ratification The above items were voted on at the group charge conference on the _______ day of ______, 2016, at the Charge Conference held at ___________________________________________. ____________________________________________ ________________ District Superintendent Date

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INSTRUCTIONS FOR COMPENSATION FOR 2017

READ THIS ENTIRE DOCUMENT BEFORE BEGINNING SETTING OF COMPENSATION AND COMPLETION OF THE FORM

The form used for documenting what is adopted at Charge Conference as the Compensation for the person serving the church as pastor or for Deacons is slightly different this year when compared to last year. Again this year, the Benefits Calculator will calculate the increment and the benefit (health insurance, pension and welfare plan) expenses. Although these instructions may look daunting, it is really a simple process of entering a few numbers into the calculator and then transferring information to the Compensation Form. Please note the following in completing the form:

1. If you are using the Word document and typing on a computer you should tab between the gray box fields or click on each gray box field. If you hit enter after completing a Gray Box Field it may move lines around in the document.

2. A layperson serving a Local Church is not entitled to benefits andcannot have a housing allowance (i.e., there can be nothing entered into Section II or Section IV of the compensation form). This would apply to a Deaconness, Diaconal Minister, Supply Pastor and Certified Lay Minister.

3. All reimbursement of expenses must be made by an Accountable Reimbursable Plan under Section III. Any amounts entered into Section III can only be paid with itemized receipts and mileage logs; you cannot just divide this number by 12 and pay it monthly. If you have questions, contact Jan Curwick in the Conference Office (225-346-1646; jancurwick@la-umc.org

4. A compensation form must be completed for each church and, if the church is part of a charge, then a combined form for the Charge must be completed.

5. The most common types of Clergy Relationship Status to be entered on the top of page 1 are:

FE Full Connection Elder PE Probationary Elder OE Other Full Connection Elder RE Retired Full Connection Elder FD Full Connection Deacon PD Probationary Deacon OD Other Deacon

RD Retired Full Connection Deacon AM Associate Member RA Retired Associate Member

FL Full Time Local Pastor PL Part Time Local Pastor RL Retired Local Pastor OF Other non-Methodist Denomination HL Honorable Location DC Deaconess DM Diaconal Minister LM Certified Lay Minister SY Supply

6. The Appointment Increment to be entered at the top of page 1 is found on the Benefits Calculator Sheet (see below on using the calculator).

Included in the Charge Conference packet is a sheet that shows the breaking points for the various Appointment Increments and what benefits clergy are entitled to at the various Appointment Increments. While the Benefits Calculator does these calculations automatically, this information may help the church in planning.

7. Section I involves Base Compensation.

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a. List the total for Base Compensation at the top. You will then list items that are to be deducted from this Total in order to come to a net figure that the church pays the Clergy.

b. Sections I.1.c, I.1.d and I.2.a involve the Personal UMPIP contribution.

i. Section I.1.c is for a regular post-tax contribution to the UMPIP plan.

ii. Section I.1.d is for a ROTH post-tax contribution to the UMPIP plan.

iii. Section I.2.a is for a pre-tax contribution to the UMPIP plan

. In order for a clergy person entitled to CRSP DC contributions to receive the full 3% contribution into their personal account, the clergy person MUST make a minimum personal UMPIP contribution of 1% of Total Plan Compensation (found in Section IV on Page 2). To calculate and indicate the clergy person wants to make the 1% minimum personal UMPIP contribution needed to receive full pension credit:

i. Complete the top of Section I and Sections II, III and IV on the form first, including the amounts found on the Benefits Calculator Sheet (see below on using the calculator).

ii. Multiply .01 by the Total Plan Compensation (found at the top of Section IV on Page 2. This is the minimum personal UMPIP contribution required to receive full pension credit.

iii. Enter the amount of the personal UMPIP Contribution on the line for either Section I.1.c (for a regular post-tax contribution; that is you want to pay taxes now on this amount), I.1.d (for a ROTH post tax contribution; that is you want to pay taxes now on this amount and have the earnings on said contributions be subject to special IRS rules)or Section I.2.a. (for pre-tax; that is you want to have this contribution be tax free at present and you will pay taxes later upon withdrawal).

iv. The benefits office will contact the pastor directly if additional paperwork is needed because of elections made. If a clergy person has a question about the various UMPIP options available, he/she should contact the Benefits Office EARLY in the process of setting compensation (jancurwick@la-umc.org; benefits@la-umc.org; 225-346-1646).

Clergy can contribute more than the 1% minimum and are encouraged to do so. If more than 1% is being contributed, it is entered with the 1% contribution (i.e., there is not a separate entry for the 1% and the additional amount; the two sums are added together for a total UMPIP contribution)

c. FOR CHURCHES ON A CHARGE, use the charge form amount for Total Plan Compensation. The number you calculate for the UMPIP contribution should be entered in Section I on both the form for the charge AND the form for the lead church on the charge. It is not entered on other churches in the charge.Section I.3 involves salary reduction agreements. Line I.3.a is for HSA deductions (these are employee contributions, not the $100 per month that the employer contributes with the Health Plan expense) and Line I.3.b. is for other cafeteria plan deductions that your church may have and the clergy has elected to utilize.

d. Line I.4. is for clergy to indicate a deduction for the Minister’s Emergency Fund. This money is used to help clergy in the conference with pressing financial emergencies. The recommended amount is ½ of 1% of Base Salary. The money withheld by the church from the clergy’s compensation is remitted to the Conference office on line 5030 of the Apportionment Remittance Form. At the end of the calendar year, the church should give

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the clergy a donation letter reflecting the amount actually deducted, stating that it was for the Louisiana Annual Conference Minister’s Emergency Fund.

e. You can only calculate the Net Paid to Clergy after you have completed the other Sections and entered the amount for any personal UMPIP contribution.

8. Section II involves housing expenses and housing exclusions.

a. A lay person serving in a local church CANNOT have Section II income.

9. At the bottom of Page 1, Total Compensation is found on the Benefits Calculator Sheet (see below on using the calculator)

10. Section III can only be used for Travel and Professional Expenses that are paid pursuant to an Accountable Plan. If figures are entered in this Section, an Accountable Reimbursable Plan must be in place already or one must be adopted at Charge Conference and this must be reflected in the Minutes of Charge Conference. On the Conference Web-site under the Finance Section Button there are sample plans available. Amounts paid to the Clergy person must be supported by either a mileage log or itemized receipts indicating business purpose as required by the adopted Accountable Plan and these documents must be received by the church prior to any payment. If you have questions, contact Jan Curwick in the Conference Office (225-346-1646; jancurwick@la-umc.org

11. Section IV is Benefits Paid for the Clergy.

Use the Benefits Calculator to complete the information needed for any Charge Form and for Section IV. It will calculate all numbers needed for the Charge Form and benefits for all entities (health insurance and/or pension). If a clergy person wishes to waive pension you still run the benefits calculator. Then see Special Situation 1 below.

i. The Benefits Calculator is found on the front page of the Conference web-site (http://www.la-umc.org).

1. IMPORTANT – Once you have entered information and the calculator has calculated the values PRINT OUT THE FORM. It must be attached to the Compensation Form.

2. There are three different calculators. Use the one that is specific to the clergy person’s situation.

a. Single Appointment

The clergy person has only one appointment to only one entity (a church or an extension ministry position)

b. Single Charge

The clergy person has only one appointment to a charge consisting of one to four churches.

c. Dual Appointment

The clergy person has a dual appointment situation whereby the clergy person is appointed to either two different churches who are not on a charge with each other, a charge and a church not on that charge, two charges, or any of those combinations and an extension ministry position.

3. For a Single Charge or Dual appointment situation, you must have all the individual entity information from Section I and Section II of the

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forms for each entity part of the charge or dual appointment situation to proceed. It WILL NOT WORK if you do not have all this information.

4. The church id number is found on the church’s apportionment bill or can be found by contacting your district office.

5. For a charge where a parsonage is provided, the parsonage provided box must be checked for ALL the churches on the charge. For a dual appointment, if all the entities to which a person is being appointed are churches or conference ministries, the parsonage provided box must be checked for ALL the entities involved.

6. If pension has been waived with a notarized form on file (see the information below on Special Situations – Clergy Who Waive Pension) then mark the “Pension Waived Notarized Form on File”.

7. Entering Total I – this is the amount at the top of Section I (Total Base Compensation).

8. Entering Total II – this is the amount at the bottom of Section II (Total Housing). If there is nothing in Total II enter 0.

9. For a Single Charge situation, there are boxes shown for Total I and Total II for two churches; if you enter a third or fourth church name, a box to enter Total I and Total 2 for these churches will appear.

10. The Calculator will “do its thing” and list the rest of the amounts. Enter zeros if a zero is shown. If a Charge is involved, there will be amounts for each church on the charge AND for the total charge. For Dual Appointments there are separate amounts listed for different churches and if a charge is part of a Dual Appointment for the Charge.

a. Enter the Total Compensation at the bottom of Page 1 of the Compensation Form.

b. Enter the Total Plan Compensation in Section IV of the Compensation Form, which is on Page 2

c. Enter the amounts listed on the next seven lines on Lines 15, 16, 17, 18,19, 20, and 21 of the Compensation Form.

d. Enter the Total IV at the bottom of Section IV on the Compensation Form.

12. The Grand Total Base Compensation, Utilities/Housing, Expenses & Benefits is calculated by adding the totals from the top of Section I, and the bottoms of Sections II, III and IV. List that amount on the Compensation Form.

13. List any and all Grants the church/entity will receive to pay any portions of the compensation/benefits on the form. This includes salary support from new Church Starts/Revitalization and District Funds.

14. The form must be signed and dated on both pages.

There are a few Special Situations regarding (1) Clergy Who Waive Pension ; (2) Retired Clergy serving churches/extension ministries; and (3) Clergy who are currently on the Conference Health Pan, who have a ¾ increment and whose church/charge/extension ministry wishes to pay the premium for this coverage.

Rev. 09/26/2016

1. Clergy WHO WAIVE PENSION (lines 16, 17, and 18) (NOTE – a person cannot waive the

welfare plan costs, which are lines 19 and 20; thus, even with a waiver, there will be a cost to the church for Line 19 for all FT and ¾ time clergy and on Line 20 for all ½ time clergy)

a. If a clergy person has or wants to waive pension benefits for 2017 there MUST be a signed and notarized waiver for the type of pension involved on file with the Benefits Office of the Conference before pension can be waived. To verify that a form is on file for the type of pension involved contact your district office. If a clergy person has waived one type of pension and because of an increment change is now eligible for a different type of pension, then a waiver for the new type of pension eligibility MUST be executed.

b. If a proper waiver form is not on file, contact Theresa Stevens at the Conference Benefits Office (225-346-1646; benefits@la-umc.org) regarding the proper waiver document to execute, which must be done (with notarization) before the compensation form is finalized.

c. Even if properly waived, the Benefits Calculator must still be run, printed and attached to the Compensation Form because other information from the Benefits Calculator sheet will be entered on the Compensation Form. If pension is properly waived enter 0.00 on the Compensation Form for pension (lines 16, 17 and 18) regardless of what the Benefits Calculator shows.

2. Retired Clergy serving the Local Church or Extension Ministry

a. Run the benefits calculator and attach the sheet because some of the figures must be used from the sheet even if certain benefits are not applicable. After working through sections, 2.b, 2.c, and 2.d below, you must manually add lines 16-20 to get line 21, manually add lines 15 and 21 to get the Total for Section IV, and manually add Totals I, II, III and IV to get the Grand Total Base Compensation. You cannot use the dollar amounts on the Benefits calculator sheet for these items on the Compensation Form.

b. If a clergyperson is serving the local church in a retired relationship, then he/she is not entitled to pension contributions or to a welfare plan contribution. However, The Benefits Calculator must still be run, printed and attached to the Compensation Form because some of the information from the Benefits Calculator sheet will be entered on the form. Enter 0.00 on the Compensation Form for any type of pension (lines 16, 17, and 18) or welfare plan (lines 19 and 20).

c. If a clergyperson is serving a local church in a retired relationship and the increment is FT, then the health insurance premium calculated by the Benefits Calculator must be entered on the Compensation Form as shown on the Benefits Calculator Sheet and must be paid by the church/charge/entity. The clergyperson must be on the active plan of health insurance (this is a Medicare Rule, not a conference rule).

d. If a clergyperson is serving a local church in a retired relationship and the increment is ¼, ½, or ¾, AND

i. The church does not wish to pay the conference health plan premiums for the clergy person, then enter 0.00 on line 15 of the Compensation Form, which is what will be shown on the benefits form.

ii. The church wants to pay the retired conference health plan premiums for the clergy person, then note this by handwriting this fact on the Benefits Calculator Sheet and enter the following amounts on Line 14 of the Compensation Form:

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1. If the clergy person is over 65, enter $3,300 for single rate, enter $6,600 if the clergy person’s spouse is also over 65, and enter $12,180 if the clergy person’s spouse is not over 65.

2. If the clergy person is under 65, enter $8,880 for single rate, enter $12,180 if the clergy person’s spouse is over 65, and enter $17,940 if the clergy person’s spouse is not over 65.

These amounts are estimated and will be adjusted if the Conference Board of Pensions and Health Benefits adopts different rates at it’s October meeting.

e. If there are questions, contact Jan Curwick in the Conference Office (225-346-1646; jancurwick@la-umc.org)

3. Increment is ¾ time, the clergyperson is presently on the Conference Health Plan and the church wishes to pay the Health Plan expense

a. The Benefits Calculator Sheet will indicate no Health Plan expense due. Write on the Benefits Calculation sheet the coverage of the clergyperson, the desire of the church to cover this expense, and enter $14,556 on line 15 of the Compensation Form.

4. Dual Appointment Increments

a. The increments for Dual Appointments may add up to more than 1. If this occurs, contact your District Office on what to do.

Please send any suggestions for further refinement/improvement in our process and forms to Rev. Jan Curwick at the Conference, jancurwick@la-umc.org.

2017 INFORMATION ON INCREMENTS & BENEFITS DAC 2016 67,333 2017 68,876 CAC 2016 71,386 2017 72,793

Full Elder Associate Member Provisional Elder

Minimum Comp 2016 42,016 41,612 41,208

2017 42,979 42,566 42,153

1/4 Time 1/2 Time 3/4 Time

Range for Classification

2016 1 - 20,199 20,200 - 30,299 30,300 - 40,399

2017 1 - 20,662 20,663 - 30,994 30,995 - 41,325

BENEFITS PAID BY CHURCH

Health Plan/HSA 2016 NO NO Optional

2017 NO NO Optional

CPP 2016

NO NO NO

2017 NO NO 3%

UNUM Life/Disability 2016 NO NO (PB) NO (PB)

2017 NO 2% NO

CRSP DC 2016 NO 3% TPC 3% TPC

2017 NO 3% TPC 3% TPC

CRSP DB 2016 NO 10% TPC 10% TPC

2017 NO 10% TPC 10% TPC

UMPIP - Church 2016 10% TPC NO NO

2017 10% TPC NO NO

NOTES - the maximum on CPP is 3% of 2xDAC; the maximum on CRSP DB is 10% DAC.

HEALTH INSURANCE RATES 2017 These are the estimated rates. If the Conference Board of Pensions sets different rates at their meeting in October 2016, these rates will be adjusted.

Yearly Monthly

Active Clergy $ 14,556 $ 1,213

Retired Clergy/Lay $3,300 $ 275

Lay Single $8,880 $ 740

Lay Family $17,940 $ 1,495

PAGE 1 Rev. 09/26/2016

COMPENSATION FORM FOR 2017

Church Charge Clergy Relationship Status Appointment Increment Effective Date

For Relationship Status codes see Instructions. The Appointment Increment is found on the Benefits Calculator Sheet – see Instructions

Please complete a worksheet for each clergy under appointment to the church or charge by the Bishop. For a multiple church charge, each church on the charge must submit its own compensation form and the individual church compensation forms must be combined on a single form by the Charge PPR Committee.

Round to Whole Dollars----Do Not Use Cents I. TOTAL I (BASE COMPENSATION) ...................................................................................................... $

Minus: 1. Miscellaneous Deductions a. Cash paid to clergy to cover Social Security taxes ........................................ $

b. Other cash compensation (e.g. bonuses, private investment programs, housing equity allowances, scholarships, loan forgiveness, etc.)…………… $

c. Personal post-tax UMPIP Contribution regular (including the 1% match) $ d. Personal post-tax ROTH UMPIP Contribution (including the 1% match)…… $

2. Tax-deferred contributions a. Personal pre-tax UMPIP Contribution (including the 1% match) ………... $ b. Other Internal Revenue Code section 403b plans ……………………………. $

3. Employee contributions made pursuant to salary reduction agreement to “cafeteria plan” (IRS §125 plan) or Health Savings Account

a. Health Savings Account (H.S.A.) ……………………………………………….. $ b. Other cafeteria plan deductions …………………………………………………. $

4. Ministers Emergency Fund Contribution (Base Compensation x .005 recommended)….…$

Net Actually Paid to the Clergy (Total Base Compensation minus all items in 1, 2, 3 and 4) $

(Note: A clergy person may change the deductions listed in Section I on a future basis without additional Charge Conference Approval but MUST notify the District Office of any changes.)

Round to Whole Dollars----Do Not Use Cents II. HOUSING EXCLUSION: UTILITIES & OTHER HOUSING-RELATED EXPENSES PAID TO/FOR CLERGY Annual Conference recommends Utilities/Furnishings Expenses up to $7200 per charge Check for Parsonage

5. Housing allowance paid to clergy in lieu of parsonage ........................................................................ $ 6. Utilities allowance paid to or for the clergy .......................................................................................... $ 7. Furnishings ......................................................................................................................................... $ 8. Garage rental ...................................................................................................................................... $ 9. Service costs expenses (e.g., exterior cleaning, yard work, painting, etc.) ......................................... $ 10. Current expenditures for providing a parsonage/residence owned by the church (payments for principal and interest on mortgage, capital improvements, or for the purchase of the parsonage/ residence should not be included here) .............................................................................................. $ TOTAL II (Add lines 5-10) .........................................................................................................................................$ TOTAL COMPENSATION [This amount is found on the Benefits Calculator Sheet] ......................................................$

GO TO PAGE 2 APPROVED BY CHARGE CONF: DATE DIST. SUPT. SIGNATURE

PPR CHAIR SIGNATURE PASTOR

CHARGE CONF. SECRETARY SIGNATURE

PAGE 2 Rev. 09/01/2016

CLERGY COMPENSATION FOR 2017

Church Charge Clergy

Please Round to Whole Dollars----Do Not Use Cents III. EXPENSES FOR TRAVEL & PROFESSIONAL NEEDS PAID TO/FOR THE CLERGY PER AN

ACCOUNTABLE REIMBURSABLE PLAN (all expense reimbursements MUST be per an accountable plan – see instructions) These amounts can only be paid with itemized receipts or a mileage report under the rules of an accountable plan adopted by the church prior to expenses being incurred.

11. Vouchered travel expenses paid by the local church (including mileage method or actual auto expense of depreciation, credit card charges and other reimbursement of receipted expenses) ...................... $

12. Expense of automobile provided by the church including insurance/maintenance (work portion) ....... $ 13. Vouchered Annual Conference expenses ........................................................................................... $ 14. Vouchered Continuing education, books, publications and other reimbursable receipted expenses .. $ TOTAL III. (Add lines 11-14) ....................................................................................................................................$

IV. BENEFITS PAID FOR THE CLERGY (Use Benefits Calculator) The amounts to be listed in Section IV are found on the Benefits Calculator Sheet – see instructions. Enter zero if zero is listed on the Benefits Calculator Sheet. Attach a copy of the Benefits Calculator Sheet to each Compensation Form.

Total Plan Compensation ......................................................................................................... $

DO NOT round the numbers below to the nearest dollar. Use cents if listed on the Benefits Calculator. Conference Health Plan 15. Church share, if any, of conference health plan (insurance and Church HSA contribution) expense ........ $

Note: The rate used for the Conference Health Plan in the Benefits Calculator ($14,556) is the estimated annual expense for an active full-time clergy person in 2017. If the rate used in the Benefits Calculator is different from the actual rate adopted later this year by the Conference Board of Pensions for 2017 then the amount of this compensation form will be adjusted by any difference in the rate used in the Benefits Calculator and the rate adopted.

GBOPHB Pension and Welfare Plans Pension is Waived (notarized form on file) 16. Church Contribution to UMPIP (pension plan) .................................................................................... $ 17. CRSP DB (pension plan) .................................................................................................................... $ 18. CRSP DC (pension plan) .................................................................................................................... $ 19. CPP (welfare plan – cannot be waived) .............................................................................................. $ 20. UNUM Disability/Life (welfare plan – cannot be waived) ..................................................................... $ 21. TOTAL Pension and Welfare Plans (Add lines 16-20) ................................................................................. $ TOTAL IV. (Add lines 15 and 21) ............................................................................................................................$ GRAND TOTAL BASE COMPENSATION, UTILITIES/HOUSING, EXPENSES & BENEFITS ADD TOTALS, I, II, III & IV........................................................................................................ $

LIST BELOW ANY GRANT AMOUNT(S) RECEIVED TO PAY ALL OR PART OF THIS GRAND TOTAL

Source Grant Amount

Equitable Compensation

District

New Church Starts/Restarts

Other (who) The reporting categories on this Form are for church reporting purposes only. They are not intended to define what is to be included or excluded from taxable compensation except to the extent that the completion and adoption of this form does approve exclusions for housing purposes. Clergy should consult their tax advisors regarding the tax implications of various kinds of expense reimbursement plans and/or allowances and the items on which they must pay FICA and Medicare taxes and/or income taxes.

APPROVED BY CHARGE CONF: DATE DIST. SUPT. SIGNATURE

PPR CHAIR SIGNATURE PASTOR

CHARGE CONF. SECRETARY SIGNATURE

LOUISIANA CONFERENCE LOCAL CHURCH CLERGY RETIREMENT SECURITY PLAN

AND CONFERENCE-SPONSORED UMPIP PLAN

PENSIONS RESOLUTION FORM 2017

WHEREAS, the Louisiana Conference voted in 2006 to participate in the Clergy Retirement Security Plan of the United Methodist Church that took effect 1/1/07, and, WHEREAS, Participants shall be all Clergy serving under Episcopal appointment to a Louisiana Conference-controlled charge of the Louisiana Annual Conference including Deacons and Local Pastors, and, WHEREAS, the General Conference Legislation of 2012, no longer requires participants that serve less than full time appointments to participate in the CRSP plan, effective 1/1/14, and; WHEREAS, the General Conference Legislation of 2012, no longer provides the CRSP plan for participants serving less than half (1/2) time, effective 1/1/14, and; WHEREAS, the Louisiana Conference voted in 2013, effective 1/1/14, for participants serving at least half (1/2) time under Episcopal appointment to a Louisiana Conference-controlled charge of the Louisiana Annual Conference including Deacons and Local Pastors, shall participate in the GBOPHB’s Clergy Retirement Security Plan (CRSP) plan, and; WHEREAS, the Louisiana Conference voted in 2013, effective 1/1/14, for participants serving less than half (1/2) time under Episcopal appointment to a Louisiana Conference-controlled charge of the Louisiana Annual Conference including Deacons and Local Pastors, shall participate in the GBOPHB’s La. Conference-Sponsored United Methodist Personal Investment Plan (UMPIP), and; WHEREAS, “pension benefits” have been legally determined to be “deferred compensation.” IT IS HEREBY RESOLVED that the _____________________ United Methodist Church does hereby accept full ethical, moral and legal responsibility for the payment in full of monthly billed pension premiums for the pastor(s) assigned to said church, and, IT IS FURTHER HEREBY RESOLVED that the ____________________ United Methodist Church will pay the monthly billed pension premiums in a timely manner, and, IT IS FURTHER RESOLVED that the ________________________United Methodist Church understands that failure to pay the monthly billed pension premiums in full will be taken into consideration relative to whether or not the congregation is financially able to support a pastor(s) in the future.

Church Lay Leader: _____________________________________________________________

Church Council Chair: _____________________________________________________________

Finance Chair: _____________________________________________________________

Staff Parish Chair: _____________________________________________________________

Pastor(s): _____________________________________________________________

If more than one clergy person, each must sign.

District Superintendent: ________________________________________ Date of Charge Conference at which this document was executed: _______________________ [This document shall be a part of stated business of every Charge Conference to be read and executed in the presence of the other members of the Charge Conference.]

ADOPTION OF LOUISIANA CONFERENCE HEALTH CARE BENEFITS RESOLUTION

Passed 10/16/04 at Annual Conference Special Session

WHEREAS, ¶ 604.13 of The Book of Discipline, 2012 states, “The annual conference may choose to adopt a conference wide plan for compensation of pastors. Such a plan shall provide the method for setting and funding the salaries, and/ or other compensation elements as specified in the plan, of the pastors appointed to the charges of the annual conference,” and;

WHEREAS, health care benefits for clergy and their families are considered to be an essential element of clergy compensation, and;

WHEREAS, the Louisiana Conference has established a health care plan to provide this essential element of clergy compensation, and;

WHEREAS, support of the Louisiana Conference Health Plan is a fiduciary responsibility of a local church, and;

WHEREAS, each church in the Louisiana Conference will be apportioned on an amount to be determined annually by the Annual Conference for the support of the Conference health plan, and;

WHEREAS, the primary cost of the Conference health plan for full time clergy should be equitably shared by all churches that receive full time clergy appointments;

NOW, THEREFORE, BE IT RESOLVED:

THAT in order to be eligible to receive a full-time appointment, a charge or Conference affiliated ministry, shall agree to support the Conference health plan by fully funding one composite health care premium for each full time clergy appointment, and;

BE IT FURTHER RESOLVED THAT in multiple church charges the cost of the composite premium shall be proportionally divided among the churches on the charge, and;

BE IT FURTHER RESOLVED THAT failure to fully fund the health care premium shall be taken into consideration relative to whether or not a charge/ Conference Affiliated Ministry is financially able to support the full-time pastor(s) in the future.

IT IS HEREBY RESOLVED that the _____________________ United Methodist Church does hereby accept full ethical, moral and legal responsibility for the payment in full of monthly billed insurance premiums for the pastor(s) assigned to said church, and, IT IS FURTHER HEREBY RESOLVED that the ____________________ United Methodist Church will pay the monthly billed insurance premiums in a timely manner, and, IT IS FURTHER RESOLVED that the ________________________United Methodist Church understands that failure to pay the monthly billed insurance premiums in full will be taken into consideration relative to whether or not the congregation is financially able to support a pastor(s) in the future.

Church Lay Leader: _____________________________________________________________ Church Council Chair: _____________________________________________________________ Finance Chair: _____________________________________________________________ Staff Parish Chair: _____________________________________________________________ Pastor(s): ____________________________________________________ If more than one clergy person, each must sign.

District Superintendent: ________________________________________ Date of Charge Conference at which this document was executed: _______________________ [This document shall be a part of stated business of every Charge Conference to be read and executed in the presence of the other members of the Charge Conference.]

2016 REPORT OF THE PASTOR

The pastor shall give a report on the state of the church and an account of pastoral ministry as it relates to (Par 340): providing support, guidance, and training to the lay membership in the church; ministering within the congregation and to the world; and administering the temporal affairs of the congregation. Signed:_______________________________________________________________________ Date:_________________________________________________________________________

LOCAL CHURCH LAY SERVANT ANNUAL REPORT TO THE CHARGE CONFERENCE

Initial Application or Request for Renewal

Report for year ending

Part 1) DATA ON THE LAY SERVANT

Name (Mrs. Ms. Mr. ) Address City/State/Zip Telephone (H) (C) E-mail Name of District Name of Church Church Address City/State/Zip Church Telephone

(Part 2) STATUS OF THE LAY SERVANT

For initial application as a Local Church Lay Servant ( )

What year did you complete your Basic Course?

For renewal as a Local Church Lay Servant ( )

1. What year did you complete your Basic Course? 2. What year did you complete your last Refresher Course?

3. What was the title of your last Refresher Course?

(Part 3) REQUEST OF THE LAY SERVANT

I request recommendation of my pastor and my charge conference to begin as a Local Church Lay Servant for the ensuing year.

Date _ Lay Servant

(Part 4) RECOMMENDATION OF THE PASTOR

I recommend concurrence with the request of this person to begin/renew as a Local Church Lay Servant for the ensuing year.

Date Pastor

(Part 5) RECOMMENDATION OF THE CHURCH COUNCIL/CHARGE CONFERENCE

The church council/charge conference of (church/charge) recommends the above person begin or renew as a Local Church Lay Servant for the ensuing year.

Date Church Council Chair or District Superintendent

(To be completed by those requesting renewal as a Local Church Lay Servant) (Part 6) MINISTRIES BY THE LAY SERVANT

During the past year I have participated in caring ministries as follows: served as a volunteer in a care-giving institution provided one-on-one caring at a hospital, nursing home, or to a shut-in in membership/evangelism visitation served in caring/outreach projects (food pantry, prison ministry, etc)

other caring activities (Please list)

During the past year I have participated in leading ministries as follows: served as member of committee, board, commission, council, task force, etc. as a volunteer at a community agency at my local church beyond my local church on my District Conference Jurisdiction __General Church level other leading activities (Please list)

During the past year I have participated in communicating ministries as follows: brought message in worship services served as worship leader in services delivered devotional messages taught classes Shared my faith story Other speaking activities (Please list)

During the past year I have participated in additional opportunities for ministry as follows:

(Part 7) PERSONAL AND SPIRITUAL GROWTH BY THE LAY SERVANT

In what activities have you engaged and/or what books have you read or used during the past year to help you develop your devotional life; improve your understanding of the Bible; improve your understanding of The United Methodist Church; and to improve your skills in caring, leading, communicating and speaking ?

(Part 8) FEEDBACK BY THE LAY SERVANT

Do you feel called to be in service in any area of ministry, either in the church or outside the church, in which you are not currently involved? yes no If yes, please list those areas below:

What additional training or support do you need or would suggest to further your ministry:

Give any recommendations you have for improving Lay Servant Ministries in your District or Conference:

Note: District Directors are encouraged to respond to any comments within this section.

NOTICE: After this form is completed and signed by those listed above, the Recording Secretary of the Church Council or

Charge Conference is requested to reproduce THREE copies: (1)Lay Servant, (2)District Director of Lay Servant Ministries, (3)District Superintendent. The Recording Secretary of the Church Council or Charge Conference keeps the ORIGINAL.

2015

Part 1) DATA ON THE LAY SPEAKER

Name (Mrs. __ Ms. __ Mr. __) ______________________________________________________ Address ________________________________________________________________________ City/State/Zip ___________________________________________________________________ Telephone (H) ______________________________ (C)__________________________________ E-mail _________________________________________________________________________ Name of District _________________________________________________________________ Name of Church _________________________________________________________________ Church Address _________________________________________________________________ City/State/Zip ___________________________________________________________________ Church Telephone _______________________________________________________________

(Part 2) STATUS OF THE LAY SPEAKER

For initial application as a Lay Speaker ( ) 1. Are you currently a Certified Lay Servant? ____yes ____no 2. What year did you complete your Basic Course? _____________________________________ 3. What year did you complete your Advanced Course for certification as a lay servant? ________ 4. What was the title of your Advanced Course? _______________________________________ 5. Which of the following required Lay Speaking courses have been completed?

Leading Worship ___ Leading Prayer ___ Discovering Spiritual Gifts ___ Preaching ___ United Methodist Heritage ___ United Methodist Polity ___ (Upon completion of the required course work, the Lay Speaker candidate will be examined by the district committee on Lay Servant Ministries and recommended to the conference committee on Lay Servant Ministries to be considered for certification.)

For renewal as a Lay Speaker ( ) 1. What year did you first become certified as a Lay Speaker? ____________________________ 2. Date of last review of Lay Speaker status:____________________ Approved: ____yes ____no 3. What year did you complete your last Advanced Course? ______________________________ 4. What was the title of your last Advanced Course? ____________________________________

(Part 3) REQUEST OF THE LAY SPEAKER

I request recommendation of my pastor and my charge conference to begin/renew as a Lay Speaker for the ensuing year.

Date _________________ Lay Servant______________________________________________

(Part 4) RECOMMENDATION OF THE PASTOR

I recommend concurrence with the request of this person to begin/renew as a Lay Speaker for the ensuing year.

Date _________________ Pastor___________________________________________________

(Part 5) RECOMMENDATION OF THE CHARGE CONFERENCE

The charge conference of _______________________ (church/charge) recommends the above person begin/renew as a Lay Speaker for the ensuing year.

Date ____________ District Superintendent_______________________

LAY SPEAKER ANNUAL REPORT TO THE CHARGE CONFERENCE

Initial Application or Request for Renewal

Report for year ending __________________

(To be completed by those requesting renewal as a Lay Speaker) (Part 6) MINISTRIES BY THE LAY SPEAKER During the past year I have participated in caring ministries as follows: __ served as a volunteer in a care-giving institution __ provided one-on-one caring __ at a hospital, nursing home, or to a shut-in __ in membership/evangelism visitation __ served in caring/outreach projects (food pantry, prison ministry, etc) __ other caring activities (Please list)______________________________________________________ During the past year I have participated in leading ministries as follows: __ served as member of committee, board, commission, council, task force, etc. __ as a volunteer at a community agency __ at my local church __ beyond my local church __ on my District __ Conference __ Jurisdiction __General Church level __ other leading activities (Please list)_____________________________________________________ During the past year I have participated in communicating ministries as follows: __ brought message in ______ worship services __ served as worship leader in ______ services __ delivered ______ devotional messages __ taught ______ classes __ shared my faith story _______ __ other speaking activities (Please list)___________________________________________________ During the past year I have participated in additional opportunities for ministry as follows: ___________________________________________________________________________________

(Part 7) PERSONAL AND SPIRITUAL GROWTH BY THE LAY SPEAKER In what activities have you engaged and/or what books have you read or used during the past year to help you develop your devotional life; improve your understanding of the Bible; improve your understanding of The United Methodist Church; and to improve your skills in caring, leading, communicating and speaking? ___________________________________________________________________________________ (Part 8) FEEDBACK BY THE LAY SPEAKER Do you feel called to be in service in any area of ministry, either in the church or outside the church, in which you are not currently involved? __ yes __ no If yes, please list those areas below: ___________________________________________________________________________________ What additional training or support do you need or would suggest to further your ministry: ___________________________________________________________________________________ Give any recommendations you have for improving Lay Servant Ministries in your District or Conference: ___________________________________________________________________________________ Note: District Directors are encouraged to respond to any comments within this section. NOTICE: After this form is completed and signed by those listed above, the Recording Secretary of the Charge Conference is

requested to reproduce THREE copies: (1)Lay Speaker, (2)District Director of Lay Servant Ministries, (3)District Superintendent. The Recording Secretary of the Charge Conference keeps the ORIGINAL. (Revised April 2014)

Part 1) DATA ON THE LAY SERVANT Name (Mrs. __ Ms. __ Mr. __) ______________________________________________________ Address ________________________________________________________________________ City/State/Zip ___________________________________________________________________ Telephone (H) ______________________________ (C)__________________________________ E-mail _________________________________________________________________________ Name of District _________________________________________________________________ Name of Church _________________________________________________________________ Church Address _________________________________________________________________ City/State/Zip ___________________________________________________________________ Church Telephone _______________________________________________________________ (Part 2) STATUS OF THE LAY SERVANT For initial application as a Certified Lay Servant ( )

1. What year did you complete your Basic Course? ____________________________________ 2. What year did you complete your Advanced Course? _________________________________ 3. What was the title of your Advanced Course? _______________________________________

For renewal as a Certified Lay Servant ( )

1. What year did you complete your last Advanced Course? ______________________________ 2. What was the title of your last Advanced Course? ____________________________________

(Part 3) REQUEST OF THE LAY SERVANT

I request recommendation of my pastor and my church council/charge conference to begin/renew as a Certified Lay Servant for the ensuing year.

Date _________________ Lay Servant______________________________________________

(Part 4) RECOMMENDATION OF THE PASTOR

I recommend concurrence with the request of this person to begin/renew as a Certified Lay Servant for the ensuing year.

Date _________________ Pastor___________________________________________________

(Part 5) RECOMMENDATION OF THE CHURCH COUNCIL/CHARGE CONFERENCE

The church council/charge conference of _______________________ (church/charge) recommends the above person begin/renew as a Certified Lay Servant for the ensuing year.

Date ____________ Church Council Chair or District Superintendent_______________________

CERTIFIED LAY SERVANT ANNUAL REPORT TO THE CHARGE CONFERENCE

Initial Application or Request for Renewal

Report for year ending __________________

(To be completed by those requesting renewal as a Certified Lay Servant) (Part 6) MINISTRIES BY THE LAY SERVANT During the past year I have participated in caring ministries as follows: __ served as a volunteer in a care-giving institution __ provided one-on-one caring __ at a hospital, nursing home, or to a shut-in __ in membership/evangelism visitation __ served in caring/outreach projects (food pantry, prison ministry, etc) __ other caring activities (Please list)______________________________________________________ During the past year I have participated in leading ministries as follows: __ served as member of committee, board, commission, council, task force, etc. __ as a volunteer at a community agency __ at my local church __ beyond my local church __ on my District __ Conference __ Jurisdiction __General Church level __ other leading activities (Please list)_____________________________________________________ During the past year I have participated in communicating ministries as follows: __ served as worship leader in ______ services __ delivered ______ devotional messages __ taught ______ classes __ shared my faith story _______ __ brought message in ______ worship services __ other speaking activities (Please list)___________________________________________________ During the past year I have participated in additional opportunities for ministry as follows: ___________________________________________________________________________________

(Part 7) PERSONAL AND SPIRITUAL GROWTH BY THE LAY SERVANT In what activities have you engaged and/or what books have you read or used during the past year to help you develop your devotional life; improve your understanding of the Bible; improve your understanding of The United Methodist Church; and to improve your skills in caring, leading, communicating and speaking? ___________________________________________________________________________________ (Part 8) FEEDBACK BY THE LAY SERVANT Do you feel called to be in service in any area of ministry, either in the church or outside the church, in which you are not currently involved? __ yes __ no If yes, please list those areas below: ___________________________________________________________________________________ What additional training or support do you need or would suggest to further your ministry: ___________________________________________________________________________________ Give any recommendations you have for improving Lay Servant Ministries in your District or Conference. ___________________________________________________________________________________ Note: District Directors are encouraged to respond to any comments within this section. NOTICE: After this form is completed and signed by those listed above, the Recording Secretary of the Church Council or

Charge Conference is requested to reproduce THREE copies: (1)Lay Servant, (2)District Director of Lay Servant Ministries, (3)District Superintendent. The Recording Secretary of the Church Council or Charge Conference keeps the ORIGINAL. (Revised April 2014)

Part 1) DATA ON THE CERTIFIED LAY MINISTER

Name (Mrs. __ Ms. __ Mr. __) ______________________________________________________ Address ________________________________________________________________________ City/State/Zip ___________________________________________________________________ Telephone (H) ______________________________ (C)__________________________________ E-mail _________________________________________________________________________ Name of District _________________________________________________________________ Name of Church _________________________________________________________________ Church Address _________________________________________________________________ City/State/Zip ___________________________________________________________________ Church Telephone _______________________________________________________________

(Part 2) STATUS OF THE CERTIFIED LAY MINISTER

For initial application as a Certified Lay Minister ( ) 1. Are you currently a Certified Lay Servant? ____yes ____no 2. What year did you complete your Basic Course? _____________________________________ 3. What year did you complete your Advanced Course for certification as a lay servant? ________ 4. What was the title of your Advanced Course? _______________________________________ 5. Which of the following required modules have been completed?

Module I: Call and Covenant for Ministry ___ Module 2: The Practice of Ministry ___ Module 3: Organization for Ministry ___ Module 4: Connection for Ministry ___ (Upon completion of the required course work and after completion of appropriate screening and assessment, the CLM candidate requests a letter of recommendation from his/her District Superintendent. The CLM candidate then applies in writing and appears before, the district committee on ordained ministry for interview and recommendation for certification.)

For recertification as a Certified Lay Minister ( ) 1. What year did you first become certified as a Lay Minister? ____________________________ 2. Date of last review of CLM status:__________________________ Approved: ____yes ____no 3. What year did you complete your last approved continuing education event? ______________ 4. What was the title of your last approved continuing education event?_____________________

(Upon completion of an approved continuing education event and ministry review by his/her church council or charge conference WHERE MEMBERSHIP IS HELD, or if under assignment WHERE ASSIGNED, the CLM requests a letter of recommendation from his/her District Superintendent. The CLM candidate then applies in writing and appears before the district committee on ordained ministry for interview and recommendation for re-certification.)

(Part 3) REQUEST OF THE CERTIFIED LAY MINISTER

I request a recommendation from my pastor and church council or charge conference to become a Certified Lay Minister. Date _________________ Certified Lay Servant_______________________________________

For those not currently under assignment:

( ) I request a ministry review by my church council/charge conference where my membership is held. (every two years) For those currently under assignment: ( ) I request a ministry review by the church council/charge conference where I am assigned. (every two years) Date__________________ Certified Lay Minister______________________________________

CERTIFIED LAY MINISTER ANNUAL REPORT TO THE CHARGE CONFERENCE

Report for year ending __________________

(Part 4) RECOMMENDATION OF THE PASTOR (for initial application) I recommend concurrence with the request of this person to become or continue as a Certified Lay Minister.

Date _________________ Pastor___________________________________________________ (Part 5) RECOMMENDATION OF THE CHURCH COUNCIL/CHARGE CONFERENCE

The church council or charge conference of _______________________ (church/charge) recommends the above person become or continue as a Certified Lay Minister.

Date _________________ District Superintendent______________________________________

(Part 6) MINISTRIES OF THE CERTIFIED LAY MINISTER During the past year, I have participated in caring ministries as follows: __ served as a volunteer in a care-giving institution __ provided one-on-one caring __ at a hospital, nursing home, or to a shut-in __ in membership/evangelism visitation __ served in caring/outreach projects (food pantry, prison ministry, etc) __ other caring activities (Please list)______________________________________________________ During the past year I have participated in leading ministries as follows: __ served as member of committee, board, commission, council, task force, etc. __ as a volunteer at a community agency __ at my local church __ beyond my local church __ on my District __ Conference __ Jurisdiction __General Church level __ other leading activities (Please list)_____________________________________________________ During the past year I have participated in communicating ministries as follows: __ brought message in ______ worship services __ served as worship leader in ______ services __ delivered ______ devotional messages __ taught ______ classes __ shared my faith story _______ __ other speaking activities (Please list)___________________________________________________ During the past year I have participated in additional opportunities for ministry as follows: ___________________________________________________________________________________

(Part 7) PERSONAL AND SPIRITUAL GROWTH BY THE CERTIFIED LAY MINISTER In what activities have you engaged and/or what books have you read or used during the past year to help you develop your devotional life; improve your understanding of the Bible; improve your understanding of The United Methodist Church; and to improve your skills in caring, leading, communicating and speaking? ___________________________________________________________________________________ (Part 8) FEEDBACK BY THE CERTIFIED LAY MINISTER Do you feel called to be in service in any area of ministry, either in the church or outside the church, in which you are not currently involved? __ yes __ no If yes, please list those areas below: ___________________________________________________________________________________ (August 2016)

Staff/Pastor-Parish Relations Committee 2017

Chairperson: ______________________________________________

Chairperson’s email address: __________________________________

Chairperson’s home phone number (with area code): ________________________

Chairperson’s cell phone number (with area code): __________________________

Lay Leader: ___________________________________

Lay Member to Annual Conference: ______________________________

Other members:

Name Phone Church

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Parsonage Inspection Checklist

NOTE: All Clergy should obtain “renter’s insurance” to cover personal possessions that are in the parsonage.

Date ____________________ Check one: ____ Fall Annual Inspection ____ Moving Inspection (4 weeks prior to moving day) Make 3 copies of completed checklist: 1) to be filed in Parsonage Record Book Church/Charge ____________________________ 2) to be sent to the district Superintendent District __________________________________ 3) to be filed with Parsonage Committee Chairperson/Trustees Person 4) use additional paper if need for comments

Good Fair Poor Church Will Repair

Clergy Will Repair

Kitchen walls floor windows window coverings ceiling countertops sink refrigerator stove/oven dishwasher disposal furniture other (specify) Dining Room walls floor windows window coverings ceiling furniture other (specify) Living Room walls floor windows window coverings ceiling furniture other (specify)

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Good Fair Poor Church Will Repair

Clergy Will Repair

Master Bedroom walls floor windows window coverings ceiling furniture other (specify) Bedroom 2 walls floor windows window coverings ceiling furniture other (specify) Bedroom 3 walls floor windows window coverings ceiling furniture other (specify) Bedroom 4 or Home Office walls floor windows window coverings ceiling furniture other (specify) Bath 1 sink tub toilet floor and walls other (specify)

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Good Fair Poor Church Will Repair

Clergy Will Repair

Bath 2 sink tub toilet floor and walls other (specify) Bath 3 sink tub toilet floor and walls other (specify) Den or Family Room walls floor windows window coverings ceiling furniture fireplace other (specify) Air Conditioning Unit(s) Heating Units(s) Laundry Washer/dryer Garage/Carpet Attic Water Heaters Exterior roof walls eaves windows other (specify) Yard grass landscaping fence driveway/sidewalks lawn care equipment other (specify) Outside Storage Area

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Has the Parsonage Contents Inventory been checked and found to be in good order? ____Yes ____No If no, please explain: ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ _________________________________ ________________________________ Pastor’s Signature Parsonage Committee Chairperson _________________________________ ________________________________ Pastor-Parish Relations Chairperson Trustees Chairperson

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I. From this inspection, what repairs and maintenance will take place? List Action Items Target Completion Date Whose Responsibility Completion Date 1_________________________________________________________________________________ 2. ________________________________________________________________________________ 3. ________________________________________________________________________________ 4. ________________________________________________________________________________ 5. ________________________________________________________________________________ II. Long Range Plan for Parsonage Improvements Improvements Target Completion Date 1.__________________________________________________________________________________ 2.__________________________________________________________________________________ 3.__________________________________________________________________________________ 4.__________________________________________________________________________________ 5.__________________________________________________________________________________ III. Please state the progress, if any, that has been made in correcting repairs needed as noted in previous inspections. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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LOCAL CHURCH LEADERSHIP ROSTER

You may begin your data entry now.

Church Leadership Roster Entries MUST be completed prior to your Charge Conference session or December 1, whichever is earlier.

How to Get Started:

Go to the conference’s website: www.la-umc.org . At the bottom right corner of the page there is a box that says “enter la-umc.org); click on it. Now, find the box on the Home page entitled: “Local Church Leadership On-line Entry;” it has a picture of hands on a keyboard of a computer You will need to enter your church Username (six-digit permanent General church ID number) and your church Password (four-digit Conference church ID number). These numbers are also found on your Apportionment Remittance form and Benefits Billing sheet or you can call your district office.

Login form:

Enter Username (permanent ID) and Password (Conference ID) Your local church name should appear at the top of the green form on the left. To the right of the name are some buttons. Please click on the button with the picture of the printer on it to print your church’s current record of Local Church Officials to use as a worksheet when updating your roster.

Top of Church Leadership form:

Click the Printer button to print your report. Select either “as of Today” or “as of 01/01/15”.

Printing Instructions:

Click the Print button, then select “Print report as of Today”. The report will print as a PDF file. It may display in your browser, or it may display in your PDF reader program (such as Adobe Acrobat Readertm). If you do not have a PDF reader program, you may download the free Acrobat Reader program here: https://www.adobe.com/downloads/ .

Editing your Church Leadership List: We recommend working your way from top to bottom on the list, to help you keep track of your progress.

The Local Church Leadership website may be used to add leaders to your church’s roster, replace leaders, enter the end of a leader’s term with a Stop Date, or edit a leader’s contact information. All functions follow a similar sequence of steps, except for editing a person’s first and last name. See the special section below regarding the editing of a person's name.

General Instructions:

1. Data Entry Protocol: Do not use all caps to enter data.

2. Contacts: Please list only one contact person, such as the chair or other person in charge of the ministry area. There are a few cases when more than one person should be listed. For

Page 2 of 5 Rev. 09/2016

example; a church with more than one pastor will have more than one lay member to annual conference. A church may also have more than one reserve member to annual conference. And each church is allowed multiple complimentary subscriptions to Louisiana Now! (see last page).

3. Required Contacts: The following leadership positions are required:

1. Church Council Chair 2. Pastor Parish Relations Chairperson for the Charge 3. Finance Committee Chair 4. Financial Secretary 5. Treasurer 6. Trustees Chair 7. Lay Member(s) to Annual Conference for the Charge 8. Recording Secretary

4. Using Stop Dates: A Stop Date removes an individual from a leadership position on the date

set, preventing them from getting future district or conference mailings regarding that position. The historical information on that person remains in the database. The Stop Date does not remove the individual from the database. All Stop Dates should be entered as 12/31 of the current year if the person will be rotating off in December. If a person is rotating off mid-year or an interim change, use the date the person is actually leaving the position. If a person is NOT rotating off and will continue the position the next year, leave the stop date blank.

To enter a Stop Date of December 31, click the “stop sign” icon to the right of the calender button. To clear a Stop Date that is already entered, click that same button.

Stop Date Button:

When blank, click the stop sign to add a 12/31 Stop Date. When filled, click the stop sign to clear the Stop Date.

5. Help and Instructions: Please note that you can always click on “?” button at the top of the

page to print these instructions. If you enter a person into a position by mistake, set the Stop Date field to the same date as the Start Date. Do not remove them from the database list.

To change a Stop Date, click in the Stop Date field or click the calendar icon located to the side. You can scroll through the calendar months by clicking the arrows located at the top of the calendar. Select the appropriate Stop Date from the calendar. Click the [Save] button to SAVE the information.

How to Start An Update:

1. Click on the leadership position that you wish to edit. It may be an open position (with no name or Start Date), or a position that contains a leader currently (with or without a Stop Date).

2. Once you have clicked on the leadership position, click one of the command buttons at the top right of the leadership list.

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3. The Add [+] button will allow you to add a new person into an empty position, to add an additional person to a position while keeping the previous person, or to replace a leader (to put a different leader in the same position).

The [+] button is used to add a person into the selected position AND to add a person to the database if the person is not already present. Use this function to fill an empty position in your roster, or to add a second person to a position that has more than one person.

The [+] button is also used to add a person to the database if the person is not already present. Use this function to fill an empty position in your roster, or to add a second person to a position that has more than one person.

When you use the [+] button to replace a leader a different leader in that same position, it automatically places a stop date of one day less than what you set for the new leader on the current leader’s record when you click the Save button.

Add Button:

Click the Add button to perform both Add and Replace functions

PLEASE NOTE: IT IS VERY IMPORTANT TO SEARCH FOR A PERSON BEFORE ADDING A NAME TO THE DATABASE. When you click the [+] button a “Select a Person” green box will appear. Open the dropdown list and look for the person you need. This list contains people who are related to your church within the conference database, listed in alphabetical order by last name. Scroll down until you find the person and then click on the name. The list will disappear and leave the selected name in the box.

Click the [Select This Person] button.

Note: If you cannot find the person you need, then click the [Add New Person] button and see the section below titled, “WHEN YOU ARE ADDING A NEW PERSON WHO IS NOT IN YOUR LIST”. Then go to step 5.

4. Instead of adding a new leader, you may simply need to edit an existing leader's address,

phone, email, or other data. In this case select the leader in the list and click the Edit button.

The Edit button [pencil] is used to edit the information of a person that already exists in the database. This will allow you to edit anything that is incorrect about the person’s contact information. It will also allow you to change the Start Date and change or add a Stop Date to the person's leadership position.

Edit Button:

Click the Edit Button to edit a person's existing data

5. Whether you add a new leader or you click on an existing leader and click the edit button, a form will appear to the right. This leadership position box shows the information we currently have at the district office on this person.

Now, either enter or edit and verify the data in the leadership position form on the right. Fields with blue prompts are required. If a person prefers to use his or her middle name, please

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enter at least a first initial in the First Name field. Be sure that you select the correct Start Date for this person in this position but DO NOT enter a Stop Date.

Note: The Start Date for a new leader will default to the first of January of the coming year in the fall, and remain such through the end of January. But you may select any date for the start date, if a leader is starting their position at another time of the year.

If you want to cancel a procedure for any reason, click the [Cancel] button in the “Select a Person’ green box.

When all of the data is entered correctly, click the [Save] button. The program will take a moment to refresh the page and return to the “Local Church Leaders” form on the left.

Continue to edit your leadership list, adding, editing, and stopping leaders as needed. Again, we recommend working your way through the report that you print in the beginning as a guide.

Tip: If you need to set the end of a person’s term in a position, but do not yet have a replacement person, select the [Edit] button and add a Stop Date to the person’s leadership record.

WHEN YOU ARE ADDING A NEW PERSON WHO IS NOT IN YOUR LIST You must enter at least the First Initial in the First Name Field and a Last Name. If the individual uses their Middle Name then enter that in the Middle Name Field otherwise enter just the Middle Initial in that Field. Use Name (or Nickname) must be filled in to take precedence over the First Name Field on conference labels. Ethnicity is usually determined by the individual themselves and is intended for Statistical purposes. To quote the statistical report instructions: “Each member should be included in the [one] racial-ethnic group with which he or she identifies or to which he or she is regarded in the community as belonging.” If Ethnicity is not selected, the assumption is that the individual wishes to be identified with the majority culture which in this conference is White. On Telephone Numbers: dashes, slashes, and parentheses do not to be entered.

PRINT A NEW REPORT

When your list is complete, print a new copy of your leadership report for your use. This time select the option to “Print report as of 01/01/2016”.

When you are done, click the [Logout] button. If you have another church’s list to edit, log back in using that church’s account information and begin the process again.

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LOUISIANA NOW! Complimentary Subscriptions

Please enter this information into the Church Leadership form along with your Local

Church Leadership list.

Your church is entitled to five (5) complimentary subscriptions of the LOUISIANA NOW!* Papers will be mailed to the residences of those you select. Please see separate form to purchase additional subscriptions.

Please provide the Name, Address, and Church position of the five people selected to receive complimentary copies of the LOUISIANA NOW! Enter this information along with your “Local Church Officials” information in the on-line data entry processing. Again, please use the separate form to purchase any additional subscriptions over the 5 complimentary subscriptions.

COMPLIMENTARY ISSUES FOR LESS THAN 200 IN WORSHIP ATTENDANCE

Note: Churches with worship attendance over 200 are eligible for an additional five (5) subscriptions.

2016 Charge Conferences

Ephesians 4:11-13

The Love of Christ Growing INSIDE Us

and the Love of Christ Going OUT through Us

Worshiping Together, Celebrating Ministry,

& Inspired for Service

Sunday, October 9, 3:00-5:00

Location: First United Methodist Church, Houma

Worship Leaders: Rev. Don Ross & Rev. Monica Monk

Guest Preacher: Rev. James Haynes

Thibodaux, Calvary – Magnolia Houma, First

Thibodaux, First Houma, Wesley

Houma, Mt. Vernon Houma, Bayou Blue

Dulac, Clanton Chapel Mathews, Memorial

Sunday, October 16, 3:00-5:00

Location: First United Methodist Church, Lafayette

Worship Leaders: Rev. Drew Sutton & Rev. Allison Sauls

Preacher: Rev. Ronald Southall

New Iberia, First – Lydia Faith Community

New Iberia, St. James Lafayette, Covenant

Abbeville, First – Briggs Lafayette, Asbury

Pecan Island Crowley, First

St. Martinville, Mallalieu Eunice, First – Church Point

Lafayette, Louisiana Avenue Rayne, Centenary – Ebenezer – Branch

Lafayette, Northwood Indian Bayou – Kaplan

Lafayette, First

Sunday, October 30, 3:00-5:00

Location: Pharr Chapel United Methodist Church, Morgan City

Worship Leaders: Rev. John Locascio & Rev. Sue Pugh

Preacher: Rev. Robert Johnson

Franklin, First – Jeanerette, McGowan

Jeanerette, St. Paul

Jeanerette, St. Peter – Baldwin, Trinity – Franklin, Asbury

Berwick, Mason – Verdunville, Fitzgerald – Franklin, Mt. Zion

Berwick, First – Patterson

Morgan City, Pharr Chapel

Walmsley

Sunday, November 6, 3:00-5:00

Location: First United Methodist Church, Plaquemine

Worship Leaders: Rev. Dutch Price & Rev. Elva Jacobs

Preacher: Rev. Ann Sutton

Plaquemine, First – Grand River

Plaquemine, Hurst – Bayou Goula, St. Luke

Port Allen, Scott

New Roads, First

Maringouin, St. Peter – Shiloh

Rosedale, Hartzell

Sunday, November 13, 3:00-5:00

Location: Louisiana Memorial United Methodist Church, Opelousas

Worship Leaders: Rev. Jean Sanders & Rev. Junius Egby

Preacher: Rev. Dutch Price

Marksville – Effie, Oak Grove – Simmesport

Lecompte – Bayou Chicot – Cheneyville

Boonville, Memorial

Bunkie, David Haas – White’s Chapel – Evergreen

Bunkie, Trinity – Cheneyville, St. Paul

Waxia, St. Paul

Opelousas, St. Mark

Opelousas, Louisiana Memorial

Melville – Palmetto – Krotz Springs

Port Barre

Lottie, Wiley – Green Chapel

Lottie, Wilson Memorial