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Local Church Forms/Information
2021-2022 Appointment Year Forms and Reports
We have four major gatherings of reports during our yearly cycle of July - June:
- Fall Charge Conferences
- Clergy Sexual Ethics Policy Documentation - also in the fall (information will come separately from Board of Ordained Ministry about this)
- Year End Reports due by January 31st
- Church Fund Balance Report/Audit due by April 30th
Please see below for information and links to forms as they are available. If you have questions, your district administrative assistant will be able to help you.
|
Linda Grund-Clampit |
Sheri Konowitz |
Etha Carruthers |
For assistance with the year end statistical forms and the Fund Balance Report/Audit, you can check with the Conference Finance Office at 1-800-593-7539, option 4 (Toll Free), or 503-802-9223 (Direct) or by e-mail at sandra@umoi.org.
Summary of Forms
Forms and Reports Due at the Fall Charge Conference
Check your district's Charge Conference Reports page for details about and links for reports due at your fall charge conference (if not yet updated, it will be soon!):
- Cascadia District https://www.umoi.org/cascadiadistrictfallchargeconferences
- Columbia District https://www.umoi.org/columbiachargeconferenceforms
- Crater Lake District https://www.umoi.org/craterlakedistrictfallchargeconferences
- Sage District https://www.umoi.org/sagedistrictfallchargeconferences
Pastoral compensation forms will require information entered through a worksheet online, like last year. The district office will supply you with a Compensation Agreement document to be approved at your charge conference. Here is the link to begin that process: (https://www.umoi.org/clergycompensationforms)
Other Clergy Reports (applicable only to some people) due at Fall Charge Conference time are:
- Deacons Report (.doc)
- Deacons Report (.pdf) download and save to your computer before completing
- Extension Ministers Report
- Retired Clergy Report
These will be available for online completion and submission through the People Portal function of this website. Scroll to the bottom of this or any page of this website and locate the People Portal link in the lower right hand side. Click that link and log in (contact your district office if you don't have your log in information) and you'll find a link to the forms in the left hand menu as soon as they are available.
Forms Due January 31, 2022
- Clergy Continuing Education Report (.doc)
- Clergy Continuing Education Report - Spanish (.doc)
- Clergy Continuing Education Report (.pdf) download and save to your computer before completing
- Clergy Continuing Education Report - Spanish (.pdf) descargar y guardar en su computadora antes de completar
- Membership Report (full report) (.doc)
- Membership Report (full report) (.pdf) download and save to your computer before completing
- Parsonage Report (.doc)
- Parsonage Report (.pdf) download and save to your computer before completing
- Year-End Statistical Reports
Forms Due April 30, 2022
- Fund Balance Report (Financial Audit)
- PDF format
- Word format
- Local Church Audit Guide
- Local Church Audit Guide FAQ
- Financial Audit / Verification Forms