<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML xmlns="http://www.w3.org/TR/REC-html40" xmlns:v =
"urn:schemas-microsoft-com:vml" xmlns:o =
"urn:schemas-microsoft-com:office:office" xmlns:w =
"urn:schemas-microsoft-com:office:word" xmlns:st1 =
"urn:schemas-microsoft-com:office:smarttags" xmlns:ns0 =
"http://schemas.microsoft.com/office/2004/12/omml"><HEAD><TITLE>Administrative Policies and Procedures</TITLE>
<META http-equiv=Content-Type content="text/html; charset=us-ascii">
<META content="MSHTML 6.00.6000.16735" name=GENERATOR><!--[if !mso]>
<STYLE>v\:* {
BEHAVIOR: url(#default#VML)
}
o\:* {
BEHAVIOR: url(#default#VML)
}
w\:* {
BEHAVIOR: url(#default#VML)
}
.shape {
BEHAVIOR: url(#default#VML)
}
</STYLE>
<![endif]--><o:SmartTagType name="PlaceType"
namespaceuri="urn:schemas-microsoft-com:office:smarttags"></o:SmartTagType><o:SmartTagType
name="PlaceName"
namespaceuri="urn:schemas-microsoft-com:office:smarttags"></o:SmartTagType><o:SmartTagType
name="place"
namespaceuri="urn:schemas-microsoft-com:office:smarttags"></o:SmartTagType><o:SmartTagType
name="State"
namespaceuri="urn:schemas-microsoft-com:office:smarttags"></o:SmartTagType><o:SmartTagType
name="City"
namespaceuri="urn:schemas-microsoft-com:office:smarttags"></o:SmartTagType><o:SmartTagType
name="PersonName"
namespaceuri="urn:schemas-microsoft-com:office:smarttags"></o:SmartTagType><!--[if !mso]>
<STYLE>st1\:* {
BEHAVIOR: url(#default#ieooui)
}
</STYLE>
<![endif]-->
<STYLE>@font-face {
font-family: Tahoma;
}
@font-face {
font-family: Calibri;
}
@page Section1 {size: 8.5in 11.0in; margin: 1.0in 1.0in 1.0in 1.0in; }
A:link {
mso-style-priority: 99
}
SPAN.MSOHYPERLINK {
mso-style-priority: 99
}
A:visited {
mso-style-priority: 99
}
SPAN.MSOHYPERLINKFOLLOWED {
mso-style-priority: 99
}
P {
mso-style-priority: 99
}
P.MsoNormal {
FONT-SIZE: 12pt; MARGIN: 0in 0in 0pt; FONT-FAMILY: "Times New Roman"
}
LI.MsoNormal {
FONT-SIZE: 12pt; MARGIN: 0in 0in 0pt; FONT-FAMILY: "Times New Roman"
}
DIV.MsoNormal {
FONT-SIZE: 12pt; MARGIN: 0in 0in 0pt; FONT-FAMILY: "Times New Roman"
}
A:link {
COLOR: blue; TEXT-DECORATION: underline
}
SPAN.MsoHyperlink {
COLOR: blue; TEXT-DECORATION: underline
}
A:visited {
COLOR: purple; TEXT-DECORATION: underline
}
SPAN.MsoHyperlinkFollowed {
COLOR: purple; TEXT-DECORATION: underline
}
P {
FONT-SIZE: 12pt; MARGIN-LEFT: 0in; MARGIN-RIGHT: 0in; FONT-FAMILY: "Times New Roman"; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto
}
SPAN.EmailStyle18 {
COLOR: #1f497d; FONT-FAMILY: Calibri; mso-style-type: personal
}
SPAN.EmailStyle19 {
COLOR: navy; FONT-FAMILY: Arial; mso-style-type: personal-reply
}
DIV.Section1 {
page: Section1
}
</STYLE>
<!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></HEAD>
<BODY lang=EN-US vLink=purple link=blue bgColor=white>
<DIV><SPAN class=910220316-25102008><FONT face=Arial color=#0000ff size=2>have
you heard about this yet? some people are posting their policies on this
listserve for others to go by.</FONT></SPAN></DIV>
<BLOCKQUOTE>
<DIV class=OutlookMessageHeader dir=ltr align=left><FONT face=Tahoma
size=2>-----Original Message-----<BR><B>From:</B>
lcfinance-bounces@listserv.nccumc.org
[mailto:lcfinance-bounces@listserv.nccumc.org]<B>On Behalf Of </B>Christine
Dodson<BR><B>Sent:</B> Wednesday, August 06, 2008 1:57 PM<BR><B>To:</B> Local
Church Finance Committee and Treasurers<BR><B>Subject:</B> Re: [LCFinance]
Administrative Policies and Procedures<BR><BR></FONT></DIV>
<DIV class=Section1>
<P class=MsoNormal><FONT face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial">Thank you all for
this very timely discussion! It happens that the 2008 General Conference
approved a petition to add a requirement for local church finance committees
that they establish written financial policies and the review of such should
be reported at charge conference each year. The language to be added to
the Discipline is listed below and will be added as paragraph 259.4.c. in the
2008 Book of Discipline. I don’t think you will hear much about it this
year for charge conference but you should hear more for the 2009 charge
conference season and it will be good to get a start on it in advance. I
also assume that we will receive some guidance from the General Council on
Finance and Administration on good guidelines but that has not yet been
forthcoming. I will let you know if we get
anything.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial">Christine<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><B><FONT face="Times New Roman" size=3><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 12pt">c) The committee on finance shall
establish written financial policies to document the internal controls of the
local church. The written financial policies should be reviewed for
adequacy and effectiveness annually by the committee on finance and submitted
as a report to the charge conference annually.</SPAN></FONT></B><FONT
face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial"><o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Arial color=navy size=2><SPAN
style="FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial"><o:p> </o:p></SPAN></FONT></P>
<DIV>
<DIV class=MsoNormal style="TEXT-ALIGN: center" align=center><FONT
face="Times New Roman" size=3><SPAN style="FONT-SIZE: 12pt">
<HR tabIndex=-1 align=center width="100%" SIZE=2>
</SPAN></FONT></DIV>
<P class=MsoNormal><B><FONT face=Tahoma size=2><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 10pt; FONT-FAMILY: Tahoma">From:</SPAN></FONT></B><FONT
face=Tahoma size=2><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: Tahoma">
lcfinance-bounces@listserv.nccumc.org
[mailto:lcfinance-bounces@listserv.nccumc.org] <B><SPAN
style="FONT-WEIGHT: bold">On Behalf Of </SPAN></B>diane corbin<BR><B><SPAN
style="FONT-WEIGHT: bold">Sent:</SPAN></B> Wednesday, August 06, 2008 12:17
PM<BR><B><SPAN style="FONT-WEIGHT: bold">To:</SPAN></B> <st1:PersonName
w:st="on"><st1:place w:st="on"><st1:PlaceName w:st="on">Local</st1:PlaceName>
<st1:PlaceType w:st="on">Church</st1:PlaceType></st1:place> Finance Committee
and Treasurers</st1:PersonName><BR><B><SPAN
style="FONT-WEIGHT: bold">Subject:</SPAN></B> Re: [LCFinance] Administrative
Policies and Procedures</SPAN></FONT><o:p></o:p></P></DIV>
<P class=MsoNormal><FONT face="Times New Roman" size=3><SPAN
style="FONT-SIZE: 12pt"><o:p> </o:p></SPAN></FONT></P>
<DIV>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">Hey Don. We at Avent Ferry
United Methodist would also love to see your Policies and
Procedures.</SPAN></FONT><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">If possible to email - <A
href="mailto:dcorbin002@nc.rr.com">dcorbin002@nc.rr.com</A>. Thanks so
much! Diane Corbin</SPAN></FONT><o:p></o:p></P></DIV>
<BLOCKQUOTE
style="BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: medium none; PADDING-LEFT: 4pt; PADDING-BOTTOM: 0in; MARGIN: 5pt 0in 5pt 3.75pt; BORDER-LEFT: black 1.5pt solid; PADDING-TOP: 0in; BORDER-BOTTOM: medium none">
<DIV>
<P class=MsoNormal><FONT face=Arial size=2><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">----- Original Message -----
<o:p></o:p></SPAN></FONT></P></DIV>
<DIV style="font-color: black">
<P class=MsoNormal style="BACKGROUND: #e4e4e4"><B><FONT face=Arial
size=2><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 10pt; FONT-FAMILY: Arial">From:</SPAN></FONT></B><FONT
face=Arial size=2><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> <A
title=Don.Horne@tumc-jax.org href="mailto:Don.Horne@tumc-jax.org">Don
Horne</A> <o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><B><FONT face=Arial size=2><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 10pt; FONT-FAMILY: Arial">To:</SPAN></FONT></B><FONT
face=Arial size=2><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> <A
title=lcfinance@listserv.nccumc.org
href="mailto:lcfinance@listserv.nccumc.org">Local Church Finance Committee
and Treasurers</A> <o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><B><FONT face=Arial size=2><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 10pt; FONT-FAMILY: Arial">Sent:</SPAN></FONT></B><FONT
face=Arial size=2><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: Arial">
Wednesday, August 06, 2008 9:03 AM<o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><B><FONT face=Arial size=2><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 10pt; FONT-FAMILY: Arial">Subject:</SPAN></FONT></B><FONT
face=Arial size=2><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"> Re:
[LCFinance] Administrative Policies and
Procedures<o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><FONT face="Times New Roman" size=3><SPAN
style="FONT-SIZE: 12pt"><o:p> </o:p></SPAN></FONT></P></DIV>
<P class=MsoNormal><FONT face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri">Last year, our
church developed a set of financial policies for Trinity UMC. If you’d
be interested in financial policies, I will be glad to share them with
you.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri">Don Horne,
Financial Officer<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri">Trinity
UMC<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><st1:place w:st="on"><st1:City w:st="on"><FONT
face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri">Jacksonville</SPAN></FONT></st1:City><FONT
face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri">, <st1:State
w:st="on">NC</st1:State></SPAN></FONT></st1:place><FONT face=Calibri
color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri"><o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face=Calibri color=#1f497d size=2><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: Calibri"><o:p> </o:p></SPAN></FONT></P>
<DIV>
<DIV
style="BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: #b5c4df 1pt solid; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; BORDER-LEFT: medium none; PADDING-TOP: 3pt; BORDER-BOTTOM: medium none">
<P class=MsoNormal><B><FONT face=Tahoma size=2><SPAN
style="FONT-WEIGHT: bold; FONT-SIZE: 10pt; FONT-FAMILY: Tahoma">From:</SPAN></FONT></B><FONT
face=Tahoma size=2><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: Tahoma"> <A
href="mailto:lcfinance-bounces@listserv.nccumc.org">lcfinance-bounces@listserv.nccumc.org</A>
[mailto:lcfinance-bounces@listserv.nccumc.org] <B><SPAN
style="FONT-WEIGHT: bold">On Behalf Of </SPAN></B>All Saints'
UMC<BR><B><SPAN style="FONT-WEIGHT: bold">Sent:</SPAN></B> Wednesday, August
06, 2008 9:01 AM<BR><B><SPAN style="FONT-WEIGHT: bold">To:</SPAN></B>
lcfinance@listserv.nccumc.org<BR><B><SPAN
style="FONT-WEIGHT: bold">Subject:</SPAN></B> [LCFinance] Administrative
Policies and Procedures<o:p></o:p></SPAN></FONT></P></DIV></DIV>
<P class=MsoNormal><FONT face="Times New Roman" size=3><SPAN
style="FONT-SIZE: 12pt"><o:p> </o:p></SPAN></FONT></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">We are a new church in the
Raleigh District (launched in November 2007), and we are</SPAN></FONT> <FONT
face=Calibri><SPAN style="FONT-FAMILY: Calibri">struggling to produce
written policies and procedures for nearly everything! Rather than
reinvent the wheel, do any of you have policies that you would be willing to
share as templates? </SPAN></FONT> <o:p></o:p></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">All</SPAN></FONT> <FONT
face=Calibri><SPAN style="FONT-FAMILY: Calibri">Saints’ would be happy to
take on the task of assembling a</SPAN></FONT> <FONT face=Calibri><SPAN
style="FONT-FAMILY: Calibri">“starter package” of administrative policies to
share with churches throughout the Conference and beyond. Thanks for
any assistance you might provide for us and
others.</SPAN></FONT><o:p></o:p></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">Peace,</SPAN></FONT><o:p></o:p></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">Terry
Whitley</SPAN></FONT><o:p></o:p></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">Minister of
Administration</SPAN></FONT><o:p></o:p></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">All Saints’
UMC</SPAN></FONT><o:p></o:p></P>
<P><st1:place w:st="on"><st1:City w:st="on"><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">Raleigh</SPAN></FONT></st1:City><FONT
face=Calibri><SPAN style="FONT-FAMILY: Calibri">, <st1:State
w:st="on">NC</st1:State></SPAN></FONT></st1:place><o:p></o:p></P>
<P><FONT face=Calibri size=3><SPAN
style="FONT-SIZE: 12pt; FONT-FAMILY: Calibri">919.321.2648
phone/fax</SPAN></FONT><o:p></o:p></P>
<P class=MsoNormal><FONT face="Times New Roman" size=3><SPAN
style="FONT-SIZE: 12pt"><BR>-- <BR>This message has been scanned for viruses
and <BR>dangerous content by <A href="http://www.mailscanner.info/"><B><SPAN
style="FONT-WEIGHT: bold">MailScanner</SPAN></B></A>, and is <BR>believed to
be clean. <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT face="Times New Roman" size=3><SPAN
style="FONT-SIZE: 12pt"><BR>-- <BR>This message has been scanned for viruses
and <BR>dangerous content by <A href="http://www.mailscanner.info/"><B><SPAN
style="FONT-WEIGHT: bold">MailScanner</SPAN></B></A>, and is <BR>believed to
be clean. <o:p></o:p></SPAN></FONT></P>
<DIV class=MsoNormal style="TEXT-ALIGN: center" align=center><FONT
face="Times New Roman" size=3><SPAN style="FONT-SIZE: 12pt">
<HR align=center width="100%" SIZE=2>
</SPAN></FONT></DIV>
<P class=MsoNormal><FONT face="Times New Roman" size=3><SPAN
style="FONT-SIZE: 12pt">_______________________________________________<BR>LCFinance
mailing
list<BR>LCFinance@listserv.nccumc.org<BR>http://listserv.nccumc.org/mailman/listinfo/lcfinance<o:p></o:p></SPAN></FONT></P></BLOCKQUOTE></DIV><BR>--
<BR>This message has been scanned for viruses and <BR>dangerous content by <A
href="http://www.mailscanner.info/"><B>MailScanner</B></A>, and is
<BR>believed to be clean. <BR>-- <BR>This message has been scanned for viruses
and <BR>dangerous content by <A
href="http://www.mailscanner.info/"><B>MailScanner</B></A>, and is
<BR>believed to be clean. </BLOCKQUOTE><br />--
<br />This message has been scanned for viruses and
<br />dangerous content by
<a href="http://www.mailscanner.info/"><b>MailScanner</b></a>, and is
<br />believed to be clean.
</BODY></HTML>