Charge Conference Resources

*FILL-IN PDF INSTRUCTIONS: Save a copy of the PDF forms to your computer first. Right click and choose "Save target as..." or "Save link as..." to save the document before opening. Then open with Adobe Reader to complete. Forms opened in a web browser window may not show the fill-in fields. Forms completed in browser windows cannot be saved. View information on how to fill-in PDF forms using the free Adobe Reader application.

If you are able to complete the forms in your browser,  you can save the forms by using a PDF application. Instructions are posted below.

Charge Conference - Common materials

Note: The following forms are prepared for use in 2018. Please check with your district office about what is specifically required in your area.

  • Basic Information (Word)
  • Form 1 – Vision and Goals/Outcomes (Word) (PDF)
    • Note: Instructions on accessing Vital Signs data are posted below.
    • Vision and Goals Process (Word)
    • Outcomes Process (Word)
  • Form 2 – Care of Members and Assets (Word) (PDF)
    • Investments Template (Word) (PDF)
    • GPC Parsonage Review Report (Word) (PDF)
  • Form 3a - Compensation Questionnaire (Word)(PDF)
  • Form 3b - DSA/CLM Compensation Questionnaire (Word)(PDF)
    Note: Please complete the questionnaire, and return it to your district office in advance of your charge conference. If you have questions or need assistance with the questionnaire, contact your district administrative assistant. Refer to the Pastoral Support Information for basic guidelines in setting the compensation. Use the Compensation Calculator if you want to get an estimate of whole package with benefits.
  • Form 4 – Laity Contact Information (Word) (PDF)
  • Form 5 – Clergy Relating to Charge Conference (Word) (PDF)
  • Lay Servant Ministry Annual Reports
    • Certified Lay Servant Report (Word) (PDF)
    • Certified Lay Speaker Report (Word) (PDF)
    • Certified Lay Minister Report (Word) (PDF)
  • Lay Servant Ministry checklists
    • Certified Lay Servant Certification Renewal Checklist (Word) (PDF)
    • Certified Lay Speaker Process Checklist (Word) (PDF)
    • Certified Lay Minister Process Checklist (Word) (PDF)

Housing resolution resources

Note: The form will be generated with the compensation worksheet by the district office. If you make changes to housing (exclusion, allowance, etc.) during year, contact the district office to generate a new form.

Accountable reimbursement policy resources

The General Council on Finance and Administration (GCFA) has prepared a tax packet containing Q&As and forms for several items, including accountable reimbursement policies and mileage/local transportation expenses. These documents may answer many of your questions.

Below are two direct links to forms in the tax packet.

Other instructions

Vital Signs Dashboard: To look at statistics on the Vital Signs Dashboard, go to your reports page. To select your start date, use the calendar to scroll back to January. Click on Jan. 1 to choose that date. To choose your end date, use the calendar to scroll back to December of the same year and click on Dec. 31. Note: entering the date manually will not work. You must click on the date in the calendar.

 

File Saving Work-around: To save your completed file, you need to download a PDF application that allows you save or print your document as a PDF. For this, we recommend Nitro PDF Reader. Go to www.gonitro.com/pdf-reader to download the free application.

To download the free application, you must enter your first and last name and email address. Nitro is a reputable software vendor and they will not use your email address to send you spam.

Once you enter your information, click the “Download Reader” button and then click the link “Download Nitro Reader (32 bit)” unless you know for certain you need a different version.

When the download is complete, launch the installation where your Internet browser saved it, and go through the installation prompts.

Once installed, open the PDF document with Nitro PDF Reader, make your changes, and click File Save As.

Nitro PDF Reader also installs a Nitro PDF Printer which allows you to save other document types as PDF documents. To use the PDF printer, click "print" from any document, select the Nitro PDF printer, click print and go through the prompts to save the PDF document. You will be able to give your document a name and choose the location to save the document at the time you print. No paper copy will come out of your desktop printer when you choose this option. You will need to switch back to your regular printer to make a print-out (on paper) of your form.

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