First United Methodist Church - Lakeland, Florida

Forms, Policies and Procedures

First UMC is committed to be a teaching and mentoring church.  One way we do this is to make available to other churches administrative tools that work well for us.  Available below are some forms, policies and procedures that other churches have found to be helpful to carry out the church’s administrative duties.  Should you have a question, please contact:

Harriet S. Mayes
Church Administrator
hmayes@firstumc.org
863-686-3163 x 217
Office Hours:  M-F, 8:30am-4:30pm

Financial
Check Request 9/2014
Credit Card Backup Slips
Credit Card Report Reconciliation Form
Credit Limit Temporary Increase Request
Fundraising Request with Principles, Policies & Procedures
Journal Entry
Petty Cash Reconciliation
Transmittal Form

First Team Disaster Response / Handy Hands Home Repair
Homeowner’s Release of Liability
Medical Information Volunteer Form
Ramp It Up Liability Release Form (Homeowner)
Ramp It Up Liability Release (Non-Homeowner)
Volunteer Skills Form
Volunteer Release of Liability
Request for Assistance

Missions
Mission Team Covenant
Mission Trip Participant Application Updated April 2016
First UMC Mission Trip Scholarship Application Rev 03/14
First UMC Mission Trip Evaluation Form Rev 03/14

Human Resource Information
ARA Expense Report
Direct Deposit Application
Application for Employment
Appointed Clergy Time Away Policy
Background Investigation Volunteer Consent Form
Request for Personnel Change Form
2017 Children and Youth Protection Policy
Child and Youth Protection Online Test, June 2016
Child and Youth Protection Video, June 2016
Computer and Internet Usage Policy
Continuing Education Request
Employee Emergency Contact Information
Employee Conduct Form
Employee Handbook (9/2015)
I-9 Form
W-4 Form
Pastoral Moving Expense Guidelines Annual Conference
Personal Injury Report
2016-2017 Staff Social Covenant
Time Away Request (Rev. 12.12)

Property / Asset Management Forms
Accident Form
Background Investigation Volunteer Consent Form
Certificate of Liability Insurance Request Form
2017 Children and Youth Protection Policy
Church Trip Form_PDF
Church Trip Form_Word
Event Form 2017
Facility Usage Agreement – Overnight
Facilities Use Request 2017
Facilities Usage Policies
Medical Release and Permission Form
New Driver Request Form
Property Loss Report
Vehicle & Driver Policies
Vehicle Usage Log
Work Order

New Member
New Member Information Sheet

Other Resources
2017 Children and Youth Protection Policy
Child and Youth Protection Online Test, June 2016
Child and Youth Protection Video, June 2016
Ministry Area Report – Word
Ministry Area Report – PDF