the 2021 AWFUMC BOOK OF REPORTS Alabama-West Florida Annual Conference Southeastern Jurisdiction Book of Reports - 2021 1 Welcome! We are glad you will attend the 2021 Annual Conference Session of the Alabama-West Florida Conference. The lay session will be May 16, 2021, clergy session May 23, 2021, main session June 6-9, 2021 at Frazer Memorial United Methodist Church in Montgomery, Alabama. From the Pension and Health Benefits Office Clergy enrolled in the Conference active health insurance plan are required to fulfill 2 requirements: (1) an online health assessment and (2) a biometric health screening by August 31, 2021 to avoid a $50.00 monthly personal wellness surcharge beginning January 2022. Health insurance participants will need to visit their primary physician or a LabCorp facility to complete the biometric health screening and login into their CHC Wellness account to complete the health assessment. For questions, please contact the Pensions and Health Benefits Office by calling (334) 356-1063 or by emailing BeLinda Carnegie, Conference Benefits Officer, at belinda@ awfumc.org. From the Journal Editor The 2021 Journal will be available for digital download from the conference website or hard copy purchase from Amazon. Notice of availability and links for ordering will be announced from the conference office when theJournal becomes available. From the Conference Secretary Members of annual conference are encouraged to become familiar with all conference standing rules included in this Book of Reports. Specifically Standing Rule 15 and the section entitled Administrative Procedures of the Annual Conference. If you have questions, please contact the conference secretary, Ashley Davis at (334) 356-8014. 2 2021 - Book of Reports TABLE OF CONTENTS THE ANNUAL CONFERENCE SESSION 2021 Annual Conference WORKING Agenda........................................................................4 The Standing Rules with Committee Revisions......................................................................7 Consent Agenda..........................................................................................................22 REPORTS OF THE CONFERENCE Alabama Rural Ministry (ARM)...................................................................................................23 Commission on Archives and History...........................................................................................26 Archivist’s Report...............................................................................................................26 Communities of Transformation....................................................................................................28 Conference Board of Congregational Development.......................................................................30 Conference Board of Discipleship..................................................................................................32 Conference Board of Higher Education and Campus Ministry......................................................34 Huntingdon College............................................................................................................35 Wesley Foundations............................................................................................................36 Conference Commission on Equitable Compensation...................................................................42 Disbursements for 2020.....................................................................................................42 Minimum Salary for 2022..................................................................................................42 Arrerage Policy...................................................................................................................42 Conference Council on Finance and Administration.....................................................................45 Report 1- Organizational Structure.....................................................................................45 Report 2- Conference Officers............................................................................................45 Report 3- Bonding Requirements.......................................................................................48 Report 4- Budgeting, Funding, and Auditing Procedures..................................................48 Report 5- Zero-Based Budgeting........................................................................................49 Report 6- Fund Raising and Collection Policies................................................................50 Report 7- Apportionments with Supplemental Report.......................................................51 Report 8- Stewardship Responsibilities and Local Church Concerns................................54 Report 9- Formula and Allocations....................................................................................54 Report 10- District Superintendents’ Compensation..........................................................55 Report 11- Moving Guidelines and Expenses....................................................................55 Report 12- Annual Conference Expenses..........................................................................56 Report 13- Credit Card Policy............................................................................................57 Report 14- Investment Policy Statement............................................................................57 Report 15- Gift Policy........................................................................................................64 Report 16- Fiscal Year End................................................................................................64 Audit Statement.................................................................................................................65 Conference Board of Pension and Health Benefits........................................................................66 Report 1- Health Insurance.................................................................................................66 Report 2- Actuarial Valuation of Post-retirement Medical Benefits of Employees and Retirees............71 Report 3- Post-Retirement Medical Benefits for Retirees..................................................72 Report 4- Pension................................................................................................................74 Report 5- Supplement One to the Clergy Retirement Security Program...........................77 Report 6- Comprehensive Funding Plan for Plan Year 2018.............................................77 Report 7- Claimants’ Memorial Fund................................................................................78 Report 8- Special Appointment Pension Responsibilities..................................................78 Report 9- Depositories........................................................................................................79 Report 10- Pensions for Lay Employees............................................................................79 Report 11- Full Time Service as a Requirement for Pension Credit Pre 1982...................79 Report 12- Resolutions Relating to Rental/Housing Allowances for Retired or Disabled Clergypersons..............80 Report 13- Special Grants...................................................................................................81 Report 14- Home for Claimants..........................................................................................82 Report 15- Policy for Claimants Home Occupants............................................................82 Report 16- Need-Based Housing Grants............................................................................82 Report 17- Other Retirement Services................................................................................84 Report 18- Policy of Medical and Disabling Conditions Leave and CPP Disability Benefits..................84 Book of Reports - 2021 3 TABLE OF CONTENTS Report 19- Death Benefit Program.....................................................................................90 Report 20- Investment Policy.............................................................................................91 Conference Board of Trustees.......................................................................................................98 Report 1- Fund Balances....................................................................................................98 Report 2- Signature Authority............................................................................................98 Report 3- Designation of UMC Owned Property as Cultural, Historical, or Architectural Landmark..............98 Report 4-General Trust Guidelines...................................................................................101 Report 5- 15 Passenger Vans............................................................................................101 Report 6- Parsonage Standards.........................................................................................102 Report 7-Sexual Misconduct Policy.................................................................................105 Report 8- Safe Sanctuaries Policy.....................................................................................108 Report 9- Policies and Distribution of Proceeds from the Sale of Discontinued Local Churches...............118