1. All charge conference forms are to be completed electronically. Do not submit hard copies. For links to online forms, please refer to the list below.
2. Signatures are not required to submit most forms. Signatures may be collected after the forms are submitted, then scanned and submitted online after the charge conference meets. See Form #15 for details.
3. Once submitted, check your email address(es) for a copy of your submitted information in PDF form. Clergy Salary & Benefit Form #1 and Trustees Report #10.0 may require additional time for receipt.
4. Compile the necessary charge conference form information for your charge conference booklet. Not all forms need to be included in the booklet, even though you need to submit them. Include forms #1 – #3, #8, #9.0, #9.1, #10.0, #12, #13, your complete Nominations Report, and any SPRC recommendations for first-time (declaring) ministry candidates in your booklet, as well as any additional forms requested by your District Superintendent.
5. Hold your charge conference. This may be via an online meeting, as required by current health guidelines and physical distancing requirements.
6. About Written Ballots: If your Zoom account does not have polling enabled and you need a free resource for taking anonymous virtual ballots during the charge conference, one option is Google Forms, which can be prepared in advance (without contact information for anonymity). Use the short or long link to share the ballots with your charge conference participants and have a voice vote to approve the closure of the ballot. Google Forms can be accessed at forms.google.com. For best practices, we recommend holding a practice ballot early in the charge conference so that your members can familiarize themselves with the process, prior to any actual votes.
7. Before, during or after the charge conference (as appropriate), collect signatures using the Signature Page in Charge Conference Form #15. Word, PDF, and fillable PDF are all available for use, depending on your church’s preference. You may collect these signatures online by routing the document via email to various recipients, or collect them with a handwritten signature, as noted. If you can only get an email or phone approval for a required signer, please note the restriction on the document and have the pastor-in-charge sign “on behalf of” the required signer with a note to the method by which approval was granted (phone, email, during Zoom conference, etc).
8. Once all documents are collected, approved, and signed, complete online form #15. Using this form, you can upload
a. Previous charge conference minutes, as approved by this charge conference
b. Completed “Charge Conference Signatures” page / document as saved or scanned.
c. Completed candidacy forms (#18 & #19) votes from your charge conference, including SPRC information, vote tallies, and required signatures, if not included in 8b above.
FREQUENTLY ASKED QUESTIONS
- About PDF files: While a PDF editor is not required to prepare for charge conferences, it may be useful while you prepare. There are many free PDF editor programs online that do not require downloading software. The following three have been tested with charge conference forms and are referred to users if needed:
- PDFEscape Online at PDFescape.com
- Sejda PDF Editor at sejda.com/pdf-editor
- Formswift’s Free PDF Editor at edit-pdf-online.com
- About Save & Resume: If you Save a form and plan to resume it later, be sure to record the link in a safe place and have it emailed to you. There is a strict 30-day limit on how long the form can be saved before it is expunged from the system. Conference and district staff have no control over the 30-day limit, cannot retrieve your saved but unsubmitted form, and cannot retrieve a lost URL for you. If any of these things happen, users will have to start the form again.
- Every form has a link to a blank document in the instructions that you can download, print, and use to prepare for the report.
- If possible, a copy of your 2019-2020 charge conference forms may help you prepare. Your church office should have these forms from your last charge conference.
For assistance with Charge Conference Forms, contact your District Office.
- Form #1 Clergy Salary & Benefits Package for Single Charges
- Form #2 Clergy Salary & Benefits Package for Two Charges
- Form #3 Salary & Benefits Package for Lay Persons Assigned by the Bishop
- Form #4 Housing Allowance Exemption for Clergy
- Form #5 Pastor’s Certification of Payment by the Local Church
- Form #6 Staff-Parish Relations Committee Appointment Recommendation & Pastoral Evaluation
- Form #7 Clergy Appointment Request
- Form #8 Disciple-Making Report
- Form #9.0 Report of the Pastor
- Form #9.1 Addendum to the Report of the Pastor: Membership Audit Report
- Form #9.2 Addendum to the Report of the Pastor: Lay Leadership in the Local Church
- Form #10.0 Trustees Report
- Form #10.1 Addendum to the Trustees Report: Facility User Groups
- Form #10.2 Addendum to the Trustees Report: Accessibility Audit
- Form #10.3 Addendum to the Trustees Report: Disaster Response Plans
- Form #11 Parsonage Report
- Form #12 Report of the Finance Committee
- Form #13 Fund Balance Report
- Form #14 Abuse Prevention Policy Verification
- Form #15 Charge Conference Minutes & Signature Submissions
- Form #16 Certified Lay Servant Report
- Form #17 Certified Lay Minister Report
- Form #18 Declaration of Candidacy
- Form #19 Candidate for the Ministry Yearly Report
- Form #20 Annual Report of the Deacon in Provisional or Full Membership
- Form #21 Annual Report of Clergy On Leave
- Form #22 Annual Report of the Extension Minister
- Form #23 United Methodist Women Local Unit Membership Report
(NOTE: Document as provided by GCFA. This is a NEW version, released in 2020. The previous Audit FAQs is now out-of-date.)