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Section Banner: Policy-making during a General Assembly: delegates stand at 'Pro,' 'Con,' and 'Procedure' microphones, speaking or waiting to speak. Photo by Nancy Pierce.

Monitoring Schedule: UUA Governance Manual Appendix 3.A

Revised October 2012.

Sorted by Policy Number

Policy Policy Title Method of Monitoring Frequency Due to Board Trustees Receive Trustees Review By
1.0 Ends Internal Annual 20 Dec 27 Dec 10 Jan
2.0 Global Leadership Covenant Internal Annual 20 Apr 27 Apr 10 May
2.1 Treatment of People Internal Every 3 years, FY14 20 Jun 27 Jun 10 Jul
2.2 Treatment of Congregations Internal Every 3 years, FY13 20 Feb 27 Feb 10 Mar
2.3 Treatment of Staff Internal Every 3 years, FY12 20 Aug 27 Aug 10 Sep
2.4 Compensation and Benefits Internal Every 3 years, FY14 20 Oct 27 Oct 10 Nov
2.5 Compensation of Religious Professional & Church Staff Internal Every 3 years, FY13 20 Sep 27 Sep 10 Oct
2.6 Availability of Benefits for Related Organizations Internal Every 3 years, FY12 20 Nov 27 Nov 10 Dec
2.7 Financial Planning and Budgeting Internal Every 2 years, FY14 2 Apr 9 Apr 15 Apr
2.7.5 Assessment of Current Property Holdings Internal Every 10 years      
2.8 Financial Condition & Activities   See subpolicies      
2.8.1 Annual Audit Direct Inspection Annual 20 Dec 5 Jan 20 Jan
2.8.2 Donor Restricted Funds Internal Every 3 years, FY13 20 Dec 5 Jan 20 Jan
2.8.3 Transparent Reporting Internal Every 3 years, FY12 20 Sept 27 Sept 10 Oct
2.8.4 Budget Oversight Internal Annual 20 Sept 27 Sept 10 Oct
2.8.5 Gift Acceptance Internal Annual 20 Sept 27 Sept 10 Oct
2.8.6 Real Property Transactions Internal Annual 20 Sept 27 Sept 10 Oct
2.8.7 Reporting of All Transactions Internal Annual 20 Dec 5 Jan 20 Jan
2.8.8 Travel Expense Oversight Internal Every 3 years, FY13 20 Mar 27 Mar 10 Apr
2.9 Grants, Contracts & Partnerships Internal Every 2 years, FY13 20 May 27 May 10 Jun
2.10 Asset Protection Internal Every 2 years, FY14 20 Dec 27 Dec 10 Jan
2.11 External Relations Internal Every 2 years, FY14 20 Jul 27 Jul 10 Aug
2.12 Emergency President Incapacity Internal Every 3 years, FY13 20 Feb 27 Feb 10 Mar
2.13 Election Practices Internal Every 3 years, FY13** 20 Mar 27 Mar 10 Apr
2.14 Comm. & Support to Board Direct Inspection Annual 20 Mar 27 Mar 10 Apr
2.14.14 Support for Appointments and Nominating Committees Direct Inspect   20 Sep 27 Sep 10 Oct
2.15 Implementation of the Business Resolutions of GA  Internal Annual 20 Mar 27 Mar 07 Apr
2.15.1 Establish and fund an Arizona immigration ministry   Policy sunsets October 2012      
2.15.2 Have a program to help our congregations stand in opposition to systemic racism  Internal See note* 20 Mar 27 Mar 07 Apr
  The Board will determine in October 2012 whether the first report on an annual schedule will be required for April 2013 or for April 2014.
3.0 Global Gov. Commitment Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.1 Governing Style Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.2 Board Job Description Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.2.5 Review and Post Annual Audit Direct Inspect Annual 20 Nov 27 Nov 10 Dec
3.3 Board & Bd Mbr Code of Conduct Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.4 External Relations Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.5 Agenda Planning Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.6 Elect of Officers & Officers Roles Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.7 Board Committee Principles Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.8 Board Committee Structure Direct Inspect Annual 20 Mar 27 Mar 10 Apr
3.8.2 Retirement Plan Committee          
3.9 Cost of Governance Direct Inspect Annual 20 Mar 27 Mar 10 Apr
3.10 Board / General Assembly Relations Monitored by the CGO Annual, begin 2011 20 Mar 27 Mar 07 Apr
3.11 Need for Plenary Time   Annual, begin Aug 2011      
4.0 Board-President Linkage Direct Inspect Annual 20 Mar 27 Mar 10 Apr
4.1 Unity of Control Direct Inspect Annual 20 Mar 27 Mar 10 Apr
4.2 Accountability to the President Direct Inspect Annual 20 May 27 May 10 Jun
4.3 Partnership with the President Direct Inspect Annual 20 May 27 May 10 Jun
4.4 Monitoring Pres. Performance Direct Inspect Annual 20 May 27 May 10 Jun
4.5 Presidential Comp and Benefits Direct Inspect Annual 20 May 27 May 10 Jun
5.1 General Assembly Planning Committee   Quarterly, begin Aug 2011 20 Aug 27 Aug 7 Sept
*The Board will determine in October 2012 whether the first report on an annual schedule will be required for April 2013 or for April 2014.
**In March and August of the year before and the year of elections for officers of the Association.

Sorted by Date Due to Board

Policy Policy Title Method of Monitoring Frequency Due to Board Trustees Receive Trustees Review By
2.7.5 Assessment of Current Property Holdings Internal Every 10 years      
2.2 Treatment of Congregations Internal Every 3 years, FY13 20 Feb 27 Feb 10 Mar
2.12 Emergency President Incapacity Internal Every 3 years, FY13 20 Feb 27 Feb 10 Mar
2.8.8 Travel Expense Oversight Internal Every 3 years, FY13 20 Mar 27 Mar 10 Apr
2.13 Election Practices Internal Every 3 years, FY13** 20 Mar 27 Mar 10 Apr
2.14 Comm. & Support to Board Direct Inspection Annual 20 Mar 27 Mar 10 Apr
2.15 Implementation of the Business Resolutions of GA  Internal Annual 20 Mar 27 Mar 07 Apr
2.15.1 Establish and fund an Arizona immigration ministry   Policy sunsets October 2012      
2.15.2 Have a program to help our congregations stand in opposition to systemic racism  Internal See note* 20 Mar 27 Mar 07 Apr
  The Board will determine in October 2012 whether the first report on an annual schedule will be required for April 2013 or for April 2014.
3.8 Board Committee Structure Direct Inspect Annual 20 Mar 27 Mar 10 Apr
3.9 Cost of Governance Direct Inspect Annual 20 Mar 27 Mar 10 Apr
3.10 Board / General Assembly Relations Monitored by the CGO Annual, begin 2011 20 Mar 27 Mar 07 Apr
4.0 Board-President Linkage Direct Inspect Annual 20 Mar 27 Mar 10 Apr
4.1 Unity of Control Direct Inspect Annual 20 Mar 27 Mar 10 Apr
2.7 Financial Planning and Budgeting Internal Every 2 years, FY14 2 Apr 9 Apr 15 Apr
2.0 Global Leadership Covenant Internal Annual 20 Apr 27 Apr 10 May
2.9 Grants, Contracts & Partnerships Internal Every 2 years, FY13 20 May 27 May 10 Jun
4.2 Accountability to the President Direct Inspect Annual 20 May 27 May 10 Jun
4.3 Partnership with the President Direct Inspect Annual 20 May 27 May 10 Jun
4.4 Monitoring Pres. Performance Direct Inspect Annual 20 May 27 May 10 Jun
4.5 Presidential Comp and Benefits Direct Inspect Annual 20 May 27 May 10 Jun
2.1 Treatment of People Internal Every 3 years, FY14 20 Jun 27 Jun 10 Jul
2.11 External Relations Internal Every 2 years, FY14 20 Jul 27 Jul 10 Aug
2.3 Treatment of Staff Internal Every 3 years, FY12 20 Aug 27 Aug 10 Sep
3.11 Need for Plenary Time   Annual, begin Aug 2011      
5.1 General Assembly Planning Committee   Quarterly, begin Aug 2011 20 Aug 27 Aug 7 Sept
2.14.14 Support for Appointments and Nominating Committees Direct Inspect Annual 20 Sep 27 Sep 10 Oct
2.5 Compensation of Religious Professional & Church Staff Internal Every 3 years, FY13 20 Sep 27 Sep 10 Oct
2.8 Financial Condition & Activities   See subpolicies      
2.8.3 Transparent Reporting Internal Every 3 years, FY12 20 Sept 27 Sept 10 Oct
2.8.4 Budget Oversight Internal Annual 20 Sept 27 Sept 10 Oct
2.8.5 Gift Acceptance Internal Annual 20 Sept 27 Sept 10 Oct
2.8.6 Real Property Transactions Internal Annual 20 Sept 27 Sept 10 Oct
3.0 Global Gov. Commitment Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.1 Governing Style Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.2 Board Job Description Direct Inspect Annual 20 Sept 27 Sept 10 Oct
3.3 Board & Bd Mbr Code of Conduct Direct Inspect Annual 20 Sept 27 Sept 10 Oct
2.4 Compensation and Benefits Internal Every 3 years, FY14 20 Oct 27 Oct 10 Nov
2.6 Availability of Benefits for Related Organizations Internal Every 3 years, FY12 20 Nov 27 Nov 10 Dec
3.2.5 Review and Post Annual Audit Direct Inspect   20 Nov 27 Nov 10 Dec
1.0 Ends Internal Annual 20 Dec 27 Dec 10 Jan
2.8.1 Annual Audit Direct Inspection Annual 20 Dec 5 Jan 20 Jan
2.8.2 Donor Restricted Funds Internal Every 3 years, FY13 20 Dec 5 Jan 20 Jan
2.8.7 Reporting of All Transactions Internal Annual 20 Dec 5 Jan 20 Jan
2.10 Asset Protection Internal Every 2 years, FY14 20 Dec 27 Dec 10 Jan
3.4 External Relations Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.5 Agenda Planning Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.6 Elect of Officers & Officers Roles Direct Inspect Annual 20 Dec 27 Dec 10 Jan
3.7 Board Committee Principles Direct Inspect Annual 20 Dec 27 Dec 10 Jan
*The Board will determine in October 2012 whether the first report on an annual schedule will be required for April 2013 or for April 2014.
**In March and August of the year before and the year of elections for officers of the Association.

For more information contact administration @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Thursday, November 8, 2012.

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