• January 2008: Reviewed and revised by Board of Trustees, and many paragraphs revised by the Finance Committee of the Board.
   
• February/March 2008: Continuing review, edit, cleanup by Governance WG.
   
• April 16, 2008: members of Finance Cmte make further revisions.
   
• April 20, 2008: Board affirms these Policies for publication on the web.
   
• April/May 2009:
   
  1. Global ENDS (Shared Vision) adopted. See Section 1 Policy.
      
  2. All four Policy Sections adopted by UUA Board, to begin July 1, 2009.
      
  3. A Statement of the Board’s “Sources of Authority and Accountability” is adopted. In the field of governance, this statement is often titled as the “moral owners” of the organization. This Sources statement is in found in “Section 3 Governance Process”, Policy 3.0 Global Governance Commitment.
      
  4. Revised Annual Monitoring Calendar (Appendix 3A) adopted.
      
  5. Conflict of Interest Policy (Appendix 2J) adopted.
      
  6. Whistleblower Policy (Appendix 2K) adopted.
      
  7. Clarification of gift acceptance policy, 2.8.13.
      
  8. Board action of April 2009 defines the President’s role as a fiduciary of the Employee Benefits Trust.
      
  9. Calls for President to report on five budget segments rather than just the consolidated budget. Board motion April 2009. See 2.7.1
      
  10. Changed “member” to “Trustee” in all appropriate locations in the text.
       
  11. Appendix 2.E on GA Reserve Fund Policy is deleted, and replaced by language in 2.8.15, as a result of Board Motion of October 2008.
       
  12. Chief Governance Officer (CGO) language added wherever Moderator title is mentioned.
       
  13. U*U expanded to read (Unitarian, Universalist or UU) in International Vision.
       
• January 2010:
   
  1. Appendix 2H Endowment Spending Policy, newly adopted, is added.
      
• November 2010:
   
  1. Did mass review of all Board Minutes April 2009 - October 2010, and insured that all Board Motions have been incorporated.
      
• October 2011:
   
  1. Reworded Policy 2.13.
      
• December 2011:
   
  1. Modified Policy 2.8.11 to clarify that it includes gifts of financial assets.
      
• January 2012:
   
  1. Adopted Policy 2.10.5.
      
  2. Modified Policy 2.15.
      
  3. Modified Policy 2.4.
      
• May 2012: Added policy 2.14.14.
   
• June 2012:
   
  1. Adopted Policy 2.13.3.
      
  2. Amended Policy 2.8.
      
• October 2012:
   
  1. Modified Policies 2.14.3 and 2.14.8.
      
  2. Deleted Policies 2.14.4, 2.14.6, and 2.14.12.
      
  3. Deleted Policies 2.3.3 and 2.3.6.
      
• February 2013:
   
  1. Eliminated Policies 2.14.5 and 2.14.6 and replaced with a new 2.14.5.
      
  2. Deleted Policy 2.14.9.
      
  3. Added Policy 2.14.10(a).
      
  4. Amended Policies 2.1, 2.2, 2.3, 2.4, and 2.5.
      
  5. Renumbered 2.7 to 2.6.
      
  6. Amended new 2.7.
      
  7. Renumbered all sections 2.9, 2.10, 2.11, 2.12, 2.13, 2.14 and 2.15 to be 2.8, 2.9, 2.10, 2.11, 2.12, 2.13 and 2.14.
      
  8. Amended new 2.14.