PRE-VISITATION INFORMATION SHEET
Pastoral Charge ____________________________
Person completing the form ___________________
Position in this church _______________________
Date _________________________
In order to begin the process and use time during the actual visit most efficiently, the Pastoral Charge is requested to answer the following questions and return this form to the leader of the visiting team. Please answer or comment in the space under the question.
1 Does the Secretary of the Official Board have the most recent edition of the handbook "Archives and Recordkeeping: A How-to Guide for Congregations and Conferences?
Yes No
2 Does the congregation provide a manse ___ or a housing allowance ___?
3 If a manse, what provision is made for upkeep, repairs, and required furnishings?
4 What responsibility does the minister's family assume for the care of the manse?
5 If a housing allowance, what amount? $_________ per month ___ year ___
6 Is the allowance in accordance with that set by "The Manual of the United Church of Canada" (namely, fair market value for the local area)? Yes No
7 If the Pastoral Charge still owns a manse, what are the long range plans for its use?
8 Does the Pastoral Charge treasurer have a copy of the most recent edition of the "Financial Handbook for Congregations"? Yes No
9 By what means does the Pastoral Charge handle financial matters? (check as many as apply)
Committee of Stewards ___ Finance committee ___
Use of annual pledges ___ Use of Envelopes ___
Pre-Authorized Remittance ___ Other: please specify __________________
10 Are financial needs of the Pastoral Charge being adequately met? Yes No
11 Does the Pastoral Charge visit members and adherents encouraging financial or other support? Yes No How often?
12 Are the ministry personnel paid at or above the minimum according to the Schedule of Salary and Allowances of The United Church of Canada?
Minimum ___ Above minimum ___ If above, please provide details.
13 What amount of Financial Support for Study do the ministry personnel receive?
14 Does the Pastoral Charge provide secretarial help for the ministry personnel?
Yes No How many hours per week?
15 If salary is paid to a church Administrator, how do the salaries compare with wages paid for similar employment in the community?
_______________________
16 Is there other staff (caretakers, musicians etc)? For each position, please indicate if compensation is provided, and if so, how the salaries compare with wages paid for similar employment in the community.
17 Are all church staff employed 14 hours or more enrolled in the United Church Pension and Group Insurance program, as required? Yes No
18 Are there any expenses for which any church staff's, including ministry personnel, are not reimbursed? (Travel, telephone, postage, supplies etc) Yes No If no, please provide details.
19 Does the treasurer have a fixed date on which to issue salary cheques?
Yes No
Are they always delivered on time? Yes No
Have any salary cheques been returned because of non-sufficient funds.
20 Are the contributions to the Mission and Service Fund forwarded to the General Council Office monthly? Yes No If no, please explain.
21 Has a Level 2 Police Record Check been obtained by each ministry personnel in the Pastoral Charge and shown to a member of the Ministry and Personnel Committee.
Yes No
22 Is there a record of that in the Personnel File? Yes No
23 Are the names and addresses of all the trustees of the Pastoral Charge kept on file?
Yes No Where_______________________________
24 Are they all active, resident members or adherents of the congregation.
Yes No
Are a majority of trustees full members of the Pastoral Charge?
Yes No
25 Where is the Duplicate Certificate of Title for the church property filed?
26 What is the amount of insurance carried upon the buildings and possessions of your Pastoral Charge? _________________________________________
27 How does this compare with the replacement value?
28 What is the amount of Public Liability Insurance carried by the Pastoral Charge in case of injury to another party while at the church or while participating in an event organized by a church group?
THANK YOU!
Please return this information to:
Rosemarie Wolfe, Presbytery Pastoral Oversight
CONGREATIONAL QUESTIONNAIRE
1 What are the reasons for which your congregation exists? What is your Mission Statement?
2 What ministries/programs does your congregation provide?
3 What are the areas of strengths in your congregation?
4 What are the areas of weakness in your congregation?
5 How can your congregation work to remedy the weakness?
6 How can your congregation be strengthened spiritually?
7 In what way does worship involve the people in the pew?
8 In what way does worship offer challenge?
9 What do you appreciate most about worship?
10 What would you like to see changed in the Sunday Worship?
11 How can Presbytery assist your congregation?
12 Is there anything else you would like to tell the Oversight Committee?
