| Date of consultancy w/ governing board: |
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| Date of consultancy w/ congregation: |
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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. |
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| MSR Name: |
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| MSR Email: |
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Congregation Information |
| 1. Name: |
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| 2. Address: |
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| City, State: |
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Chair of Governing Board |
| 3. Name |
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| Address: |
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| City, State: |
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| Email: |
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| Daytime Phone: |
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Interim Minister (if any) |
| 4. Name: |
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| Congregation's People |
| 5. Number of adult members: |
Current |
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3 years ago |
| Average Sunday attendance: |
Current |
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3 years ago |
| Children/youth enrollment: |
Current |
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3 years ago |
| Av. children/youth attendance: |
Current |
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3 years ago |
Congregation's Finances |
| 6. Total operating expenditures: |
Current |
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3 years ago |
| Total operating pledge income: |
Current |
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3 years ago |
| Number of pledge units: |
Current |
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3 years ago |
| Total debt: |
Current |
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3 years ago |
| UUA Annual Program Fund: |
Current |
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3 years ago |
| Fair Share? (select one): |
Yes No (Current) |
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Yes No (3 years ago) |
Current Cost of Ministry to Congregation |
| 7. Salary plus clergy housing allowance (S&H): |
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| (If the minister occupies a parsonage, indicate the amount of S&H so attributable: |
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| BENEFITS |
| Contribution in lieu of FICA: |
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| Retirement plan contribution: |
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| Health insurance premium: |
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| Group term life ins. premium: |
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| Disability ins. premium: |
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| Dental ins. premium: |
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| Professional expense allowance: |
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Total of benefits plus expenses:
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| Total cost of ministry: |
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Estimated Timetable |
| 8. Date for Search Committee selection: |
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| Date for Ministerial Settlement: |
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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 |
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Settlement Process |
| 11. What concerns may the board/congregation have about the UUA's services in general and the settlement process in particular? |
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Complete your expense voucher for this visit.
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