Calendar of Reports Due 2018

Listed below are local church reports deadlines, with the exception of two LIVE dates.

Click here to print.

January | February | March | April | May | June | July | August | September | October | November | December


*Recurring Monthly Reports

December 29, 2017 - LIVE DATE

Year-end local church statistics available online beginning December 29, 2017. (Table 1, Table 2, Table 3) Complete online annually.  Must be completed by 5:00 pm Friday, February 9, 2018.  Click Here for instructions page.

January 12

2017 Apportionments. Friday, January 12, 2018 is the last day for receiving 2017 apportionments. This is not a postmark date, but the date by which monies must be received in the conference office or at the lockbox at Regions Bank to be included in 2017 receivables. Monies received after this date will be credited to 2018. Include a completed apportionment giving form with your payment. Always include your church’s GCFA number on all forms and checks. When paying in January, mark clearly if the payment is for 2017 or 2018 apportionments.  Click here to view your 2017 Connectional Giving Report.

Note: To be included in the Florida Annual Conference "Report of 100% Churches," 100% of 2017 apportionments must be received by January 12, 2018, and all outstanding Ministry Protection and Health and Benefits obligations must be received by December 31, 2017.

January 31

Pastor Preference for Appointment and Staff Parish Advisory Recommendation. 
Only Pastors and SPRCs making an advisory request to the Bishop and the Cabinet for a move in 2018 will complete the Preference for Appointment or SPRC Advisory Recommendation forms. If requesting a move, contact your District Superintendent to schedule a consultation appointment and to request the appropriate Advisory Recommendation form. (Please refer to a copy of the revised Cabinet Appointment Making Guidelines for more detailed information.)


*Recurring Monthly Reports

February 2

Church Profile – reviewed and updated annually. 

These forms are to be reviewed and updated annually by all church SPR Committees and all clergy in the Florida Conference. All church SPR Committees must update online annually and may begin after December 14, 2017. The Church Profile deadline requires it be completed online no later than one week prior to the pastor’s DS consultation if they are having one. The final date to update the Church Profile is February 2, 2018. Click here for the Church and Pastor Profiles start page

Pastor Profile – reviewed and updated annually.
All pastors must update online annually and may begin after December 14, 2017. The Pastor Profile deadline requires it to be completed online no later than one week prior to the DS consultation. All clergy will be required to update all information this year with the transition to the Ezra platform. Though you may not anticipate a move, it is important that both the Pastor Profile and Church Profile be current and up to date at the first appointment-making session of the Cabinet. The reports should be an honest reflection of the pastoral ministry and the profile of the church. The final date to update the Pastor Profile is February 2, 2018. Click here for the Church and Pastor Profiles start page

February 9

Year-end local church statistics (Table 1, Table 2, Table 3) close on Friday, February 9 at 5:00 pm. Complete online annually. This form will be available online via the Statistics link at your church dashboard login on the conference website beginning December 29, 2017.  Must be completed by February 9, 2018 at 5:00 p.m.  

February 22

Workers Compensation Payroll Audit is to be completed online annually.  Report actual payroll for calendar year 2017.  Must be completed between February 1 and February 22, 2018. In order to comply with State of Florida requirements related to workers’ compensation coverage, we ask that you complete the brief online payroll form.  Please review your payroll records (941’s etc.) for the calendar year 2017 and complete the form as accurately as possible.  Please note that your responses will not affect your workers’ compensation insurance costs for 2018 as this updated information is simply required to comply with State of Florida regulations. 

February 28

Ensure Lay Member to Annual Conference name and contact information is correct in church dashboard.


*Recurring Monthly Reports

March 31  

Child/Youth Protection Policy adoption. Review & renew annually. Submit a signed copy of the Annual Review & Renewal Signature page of the Child/Youth Protection Policy to the district office by March 31. (Should the policy undergo major revisions, submit a complete copy to the district office.)

March 31

Fiscal Responsibility and Management Policy. Financial Controls, Policies, and Procedures - Review & renew annually. Once in compliance, submit a signed copy of the one page Annual Review and Renewal Document to the district office by March 31.  Click here for Fiscal Responsibility Information and Renewal Form.

March 31

Employee Conduct Policy Adoption. FL Conference Revised Local Church Policy last revised April 2015.  Review and renew annually.
CLERGY AND LOCAL CHURCH EMPLOYEE  FORM: Click here for ECP for clergy and local church employees. Submit the signed clergy copy to the district office by March 31. Copies of the local church employees forms should not be submitted to the district office, but should be filed in their employee file at the local church.

ADOPTION AGREEMENT: Click here - Adopt the revised ECP and submit a signed copy of the Adoption Agreement to the district office by March 31.

March 31

Annual Report to the District Housing Committee / Parsonage Checklist. Review & renew annually. Submit a signed copy of the Annual Parsonage Review to the district office by March 31.

March 31

Disaster Recovery Quick Resource Survey. Survey available via the church dashboard login (under Forms, Disaster Response) on the Conference website. (You will need your Church's user name and password to access Disaster Recovery Quick Resource Survey. Contact your district office if you need assistance.)

March 31

Fund Balance Report for the Year End 2017. This report is located in your church dashboard. Report available via the church dashboard login under Fund Balance. 


*Recurring monthly reports


*Recurring monthly reports

May 30

Annual Assessment of Ministerial Effectiveness & Goal Setting. The clergy assessment process for 2018 is available on the FLUMC website under Clergy Excellence. Appointed Clergy and the Staff/Pastor Parish Relations Committee should meet annually to complete this process. The report is due to the district office every year by May 30. Click here for more information. (Continuing Education is now completed in conjunction with the Annual Assessment above.)


*Recurring monthly reports


*Recurring monthly reports


*Recurring monthly reports

August 15-31

Annual Ministry Protection Property and Casualty Insurance Review (Annual Survey). Trustees to review insurance coverage and update online insurance database annually. Annual review period is August 15-31, 2018. This database is also available online year round to enable churches to update insurance data as changes occur. Click here to link to the church dashboard via the insurance database on the Ministry Protection website.   

The Annual Workers Compensation Payroll Audit. Finance/Treasurer to complete this annual payroll audit. Please be sure to project your payroll by category through the end of 2018 when completing this section. Click here between August 15-31 to log into the brief Property & Casualty Survey and Workers' Compensation Audit. (Please note this audit is performed twice a year as part of Florida Legislature Statute 440.381.)

August 21 - LIVE TODAY    

Annual Charge Conference Forms available online Tuesday, August 21. These forms are to be completed annually by each local church in accordance with the District Superintendent’s annual charge conference directions. Click here to link to last year's forms.


*Recurring monthly reports


*Recurring monthly reports


*Recurring monthly reports

Within One Week Of Your Charge Conference

Local Church Leaders data entry (incoming local church lay officers contact information for the year 2019) should be updated online via your church dashboard within one (1) week of your Annual Charge/Church Conference in the fall. Current leaders and contact information can be accessed year round via the church loginUpdates and changes in local church officers should be reported on-line as they occur throughout the year. All 2019 leadership updates should be finalized by November 30, 2018.


*Recurring monthly reports

Clergy Assessments and Continuing Education have moved to May

Click here for more information.


 *Recurring Monthly Reports

Missional Vital Signs (click here to submit the MVS report). MVS for the previous month should be submitted online by the 10th of the following month. Click here for an explanation of Missional Vital Signs. For more information contact your district office.

Download online Monthly Billing Reports from Florida Conference website:

  • Health Insurance and Pension Statements
  • Property Casualty and Workers Compensation Insurance Statements
  • Apportionment Statements

Updated 10/27/2017

Contact Us

The Florida Conference of The United Methodist Church

450 Martin L King Jr Ave
Lakeland, FL 33815

(863) 688-5563 or toll free (800) 282-8011