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2022-2023 Appointment Year Forms and Reports

We have four major gatherings of reports during our yearly cycle of July - June:

• Fall Charge Conferences
• Year End Reports due by January 31st
• Church Fund Balance Report/Audit due by April 30th 
• Clergy Sexual Ethics Policy Documentation - May of each odd-numbered year (information will come separately from Board of Ordained Ministry about this)

Please see below for information about reports as they are due. If you have questions, your district administrator will be able to help you.

                                                                
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 (Toll Free), or 503-802-9217 (Direct) or by e-mail at sarag@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/columbiaallchurchconferences
• Crater Lake District  https://www.umoi.org/craterlakedistrictfallchargeconferences
• Sage District             https://www.umoi.org/sagechargeconferences

Pastoral compensation forms: Information will be entered through a link in the People Portal. Your district office will provide details.

Other Clergy Reports (applicable only to some people) due at Fall Charge Conference time are:

• Deacons Report
• Extension Ministers Report
• Honorable Location 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, 2023

These will all be available by January 3, 2023 in the People Portal or in the Church Dashboard (links to log-in to the People Portal and the Church Dashboard are at the bottom right of any page of this website)

• Clergy Continuing Education Report - available in the People Portal of those to whom this applies
• Membership Report (full report) - available in the Church Dashboard
• Parsonage Report - available in the Church Dashboard (some Columbia District churches completed this as part of fall charge conference reports)
• Year-End Statistical Reports - a link to the GCFA report form available in the Church Dashboard

Forms Due April 30, 2023

• Fund Balance Report (Financial Audit)
  • PDF format
  • Word format
• Local Church Audit Guide
• Local Church Audit Guide FAQ
• Financial Audit / Verification Forms

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