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Upper New York Annual Conference

2021-2022 Church/Charge Conference and Annual Forms

2022 Annual Report Form Checklist – print and use this checklist as a record of forms completed.

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Due Two (2) Weeks Prior to Church/Charge Conference (Email or snail mail to District Office) *

1. Disciple-Making Pathway
2. Church Outreach & Volunteers In Mission
3. Report of Pastor
4. Imagine No Racism
5. 2022 Clergy Compensation Form (requires Microsoft Excel 2003 or later)
       5a. Clergy Housing Exclusion Resolution
       5b. ARP Resolution (Accountable Reimbursement Plan) Only New Appointment/Change of Apointment
              NOTE: Click here for information related to compensation worksheet and resolutions above.
6. Trustee Election Ballot (for use at Charge Conference)
7. Local Church Leadership Interface & Nominations/Personnel (your own) print in landscape layout
8. Safe Sanctuary Compliance Report
9. Accessibility Audit (due in the odd calendar year)

FORMS If Applicable:

10. Declaration of Candidacy for Licensed/Ordained Ministry
11. Certified Lay Ministers
12. Certified Lay Servant
13. Lay Speaker
14. Bequest Resolution (if applicable)
15. Retired Clergy in the church (if applicable) ΒΆ 357.5
16. Parsonage Inspection & Committee

Due at Church/Charge Conference (Send to District Office)

17. Church/Charge Conference Minutes (with any attachments)
18. Church/Charge Conference Sign-In Sheet (print in Landscape layout)

Due by November 1, 2021 (Complete online, save, print and mail a signed copy to District Office) *

19. Pastor’s Appointment Advisory Form (requires Pastor login)
20. S/PPRC Appointment Advisory Form (requires Church login)
21. Pastor – S/PPRC Covenant Form (requires Church login)

Due by December 1, 2021 (Do not mail printed copy – just update or complete and save online) *

22. Church Profile (requires Church login)
23. Pastor’s Profile (requires Pastor login)

Due by February. 15, 2022 (Mail completed & signed copy of each to the District Office) *

24. Report of Trustees
25. Report of Finance Committee
      25a. 2021 Year End Financial Report (your format
      25b. 2022 Church Budget (your format)
26. 2021 Statistical Report (complete online at http://ezra.gcfa.org) **

Due by March 15, 2022 (Mail completed copy of each to District Office) *

27. 2021 Local Church Annual Audit


  * For questions related to forms at uny.umconline.org, please contact your district office.

** If you experience difficulty signing into Ezra for the statistical report, please contact your
    district office.


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