| Date of consultancy w/ governing board:
|
|
| Date of consultancy w/ congregation:
|
|
Ministerial Settlement Representative: please send a copy of this form (Word) (PDF) to chair of the congregation's governing board for completion of items 1-3 and 5-8 before your first consultancy; return completed form to the UUA Transitions Office following the first consultancy by completing and submitting the form online below. |
|
| MSR Name: |
|
| MSR Email: |
|
Congregation Information |
| 1. Name: |
|
| 2. Address: |
|
| City, State: |
|
Chair of Governing Board |
| 3. Name |
|
| Address: |
|
| City, State: |
|
| Email: |
|
| Daytime Phone: |
|
Interim Minister (if any) |
| 4. Name: |
|
| Congregation's People |
| 5. Number of adult members: |
Current |
| |
3 years ago |
| Average Sunday attendance: |
Current |
| |
3 years ago |
| Children/youth enrollment: |
Current |
| |
3 years ago |
| Av. children/youth attendance: |
Current |
| |
3 years ago |
Congregation's Finances |
| 6. Total operating expenditures: |
Current |
| |
3 years ago |
| Total operating pledge income: |
Current |
| |
3 years ago |
| Number of pledge units: |
Current |
| |
3 years ago |
| Total debt: |
Current |
| |
3 years ago |
| UUA Annual Program Fund: |
Current |
| |
3 years ago |
| Fair Share? (select one): |
Yes
No (Current) |
| |
Yes
No
(3 years ago) |
Current Cost of Ministry to Congregation |
| 7. Salary plus clergy housing allowance (S&H): |
|
| (If the minister occupies a parsonage, indicate the amount of S&H so attributable: |
) |
| BENEFITS |
| Contribution in lieu of FICA: |
|
| Retirement plan contribution: |
|
| Health insurance premium: |
|
| Group term life ins. premium: |
|
| Disability ins. premium: |
|
| Dental ins. premium: |
|
| Professional expense allowance: |
|
Total of benefits plus expenses: |
|
| Total cost of ministry: |
|
Estimated Timetable |
| 8. Date for Search Committee selection: |
|
| Date for Ministerial Settlement: |
|
Checklist for Discussion w/ Governing Board |
|
Review church bylaws re: calling a minister |
|
Review resources on Transitions website |
|
Review access and reach of online Ministerial Settlement System |
|
Application to List (information from the Board) and Congregational Record (information from search committee) |
|
Visit from Compensation Consultant—soon! |
|
Budgeting: search committee expenses and minister's moving expenses |
|
Fair Compensation guidelines and salary plus benefits approach to compensation (vs. TCM) |
|
Power relationship between governing board and search committee: confidentiality, recommendation to congregation |
|
Board involvement during candidating week |
|
Ministerial agreement—negotiating team to draft |
|
Appropriate search committee budget |
|
Moving expenses for the minister and family |
|
“Beyond Categorical Thinking” program |
|
Emeritus/a former minister |
|
Search Committee Luncheon at UUA General Assembly—for other lay leaders if committee as yet unformed
|
MSR's Observations |
| 10. Describe the current condition of the congregation, its morale, age composition, growth potential, and concept of ministry |
|
Settlement Process |
| 11. What concerns may the board/congregation have about the UUA's services in general and the settlement process in particular? |
|
Complete your expense voucher for this visit.
|
