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Mother Daughter Guidelines

VIEWS: 7 PAGES: 11

									                                  FLORIDA CONFERENCE
                             THE UNITED METHODIST CHURCH
                         COMMITTEE ON NEW CHURCH DEVELOPMENT


 GUIDELINES FOR LAUNCHING A NEW UNITED METHODIST CONGREGATION

                                                      MOTHER/DAUGHTER

Standing Rule:                "THE    CONFERENCE            COMMITTEE           ON      NEW         CHURCH
                              DEVELOPMENT … shall have the following responsibilities for:
                              ¶a.  Approving all District plans for launching new congregations including
                                   mission congregations. Chapter 4, Section III, ¶ 412.4a . . . (and)
                              ¶c.  Developing new methods for starting new communities of faith.
                                   Standing Rules: Chapter 4, Section III, ¶ 406.4c, 2005 Journal p. 249.

Before a new congregation, mission or community of faith is launched in the Florida Annual Conference,
an application must be submitted to the Conference Committee on New Church Development on the form
provided. It is strongly recommended that a substantial majority of the following guidelines be satisfied.
To the extent not satisfied, the District shall submit its explanation.

The primary purpose of these guidelines is to communicate to the District Committees on New Church
Development and others, those principles of new church development which will guide the Conference
Committee on New Church Development as it decides whether to approve a new daughter CD Manual -
Mother-Daughter Guidelines launch.

The Mother/Daughter model is envisioned for use where an established church wishes to start a new
congregation using its staff and members. The daughter congregation will be started with the intent of
chartering when it becomes financially and programmatically independent.

                                                      I. BENCHMARKS

A.        Vision/Mission Statement
          The host church will submit a preliminary Vision and Mission Statement to the Conference Office
          of New Church Development and to the District Committee on New Church Development within 3
          months from date of appointment. (Appendix 1)

          A final Shared Vision and Mission Statement will be submitted to the Conference Office of New
          Church Development and to the District Committee on New Church Development within 6 months
          from date of appointment. (Appendix 2)

B.        Plans to be Submitted
          Plans for the following ministry areas will be submitted to the Conference Office of New Church
          Development and to the District Committee on New Church Development within the time noted:



               1. Evangelism – within 4 months of appointment (Appendix 3)
               2. Discipleship – within 6 months of appointment (Appendix 4)

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               3. Nurture – within 6 months of appointment (Appendix 4)
               4. Mission (Outreach) Plan – within 6 months of appointment (Appendix 4)

          It is understood that planning for these areas will be ongoing and overlap each other from the
          beginning of the appointment until they are submitted. Submission dates are to assist the mother
          church and the District Committee on New Church Development in monitoring progress of the
          start.

C.        Small Groups
          Prior to launch (first public worship), there shall be a minimum of 12 small groups with a total
          small group average attendance of 140. The make up the small groups should be sufficient to
          handle the activities of the launch and the follow-up activities. [See Appendix 18 (Grid for
          launch).]

D.        Worship Attendance
          After the official first service, attendance data for weeks 2, 3, 4, and 5 will be submitted to the
          District Committee on New Church Development and the Office of New Church Development.
          These figures will be used to determine goals for attendance growth for the first three years
          (Appendix 19) and budget projections (Appendix 7) for the first five years.

                              Year 1 – Avg. times 1.25
                              Year 2 – Avg. times 1.56
                              Year 3 – Avg. times 1.95

E.        New Congregation Support Goals
          The mother congregation and the daughter mission will be expected to bring in offerings (as a
          percentage of operating budget) at or above those noted on the following timeline. The host church
          and the District Committee on New Church Development can submit an alternative timeline for
          achieving 100% support by the local congregation to the Office of New Church Development
          which will then become the benchmark goals for that church start.

                                        Timeline
                   Appointment       1           2         3          4
                          ├──────────┼──────────┼──────────┼──────────┤
          Host/new site support: 0%       50%        75%        100%
          Other Support:        100%      50%        25%          0%

F.        Natural Church Development Survey
          Natural Church Development Survey will be completed 12 months after the first public service.
          Contact the Office of Congregational Transformation for the procedure for taking the survey and
          the costs. The survey results will be reviewed with a coach from the Office of Congregational
          Transformation and a plan will be submitted to address the minimum factor identified in the
          survey.

G.        Church Multiplication
          The expectation is that every full-time church will start a new full-time church within seven years
          from the first worship service. The following timeline will be used to identify the demographic
          area and plan for the new start.


CD Manual - Mother-Daughter Guidelines 11-9-07b.doc      2
                               Launch date      1 yr      2 yr          3 yr               4 yr
                                ├──────────┼──────────┼──────────┼──────────┤
                                           Vision casting     Identify       Prepare and
                                                              Potential      submit
                                                              Areas for      preliminary
                                                              New start      plan for start

               II. DISTRICT/HOST CHURCH RESPONSIBILITIES AND OVERSIGHT

A.        Housing
          The mother church, in conjunction with The District Committee on New Church Development,
          will decide whether to provide a parsonage or a housing allowance. If a housing allowance is
          provided, then the amount will be approved by the appropriate committee for establishing housing
          allowances. If a parsonage is provided, the parsonage shall conform to the Conference standards
          and shall be available upon arrival of the pastor. The pastor’s home shall be located within the
          ministry target area. Any exceptions to this location standard must be approved by the District
          Committee on Church Development and the Executive Director of New Church Development.

B.        Program/Ministry
          The mother church shall propose the annual budget. The District Committee on New Church
          Development shall review and approve the budget for each of the first five years. See Appendix 7
          for Sample Pro Forma Budget.

C.        Staff
          The mother church will act as the Staff Parish Relations Committee in regard to hiring/firing of
          staff, annual reviews and other items required of the Staff Parish Relations Committee by The
          Book of Discipline.

D.        Finances
          The mother church will be the interface for all financial institutions (i.e. banking, loans, credit
          cards, etc.). This will include approval of all accounts and loans for the new church start.

E.        Contracts/Legal Documents
          The mother church will approve and execute all contracts.

F.        Land/Building
          The mother church will be responsible for land and building issues in cooperation with the new
          church start.

G.        Delegation of Responsibilities
          With the exception of executing documents and approving budgets, finance functions and trustee
          functions may be delegated to groups within the daughter church as they are able to perform these
          functions. Additionally, responsibility interviewing candidates for positions in the new church may
          be delegated.

H.        Spiritual and Emotional Support
          The District Committee on New Church Development and the mother church shall also ensure that
          the daughter church pastor has spiritual and emotional support in place for both pastor and family.

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          This may include covenant/accountability groups, spiritual directors, counseling, day off, vacation,
          welcoming of family upon appointment and other items of support.

I.        Accounting System
          The mother church shall ensure that the daughter church shall have a chart of accounts and
          accounting software in line with the Conference Standard. All church financial functions shall be
          in accordance with the Conference Fiscal Responsibility and Management Polices for local
          churches. (See Appendix 8)

                                                      III. FINANCES

A.        Financial Plans
          As part of the application, the mother church shall provide a 5-year financial plan which shall be
          refined in consultation with the appointed pastor. Such plans shall set forth the expectation of
          giving from the new congregation and the anticipated support from the District and Conference.
          (See Appendix 7) Using this financial plan, the District should evaluate its financial resources to be
          certain that it can financially support the start of a new church. In submitting an application for a
          new church start, the District assumes the responsibility for underwriting all unfunded budgeted
          expenditures.

B.        Missional Giving
          Each new church start is expected to give 10% of its offerings each month to mission projects
          beyond itself. Participation in global mission is encouraged to be through the United Methodist
          Church. The new church start would choose which missions/projects to support. This giving will
          be reported on the monthly progress report (Appendix 9)

C.        Financial Support
          Possible sources of funding for a launched church include:
          1. Contributions from the members of the new congregation
          2. Pledged support from other District churches
          3. Builder's Club (or its equivalent) of the District
          4. District Committee on New Church Development resources
          5. Pastoral Compensation Funds from Conference Committee on New Church Development
                  1st year – 43% of DAC (salary & housing), health insurance and pension
                  2nd year – 28% of DAC (salary & housing), health insurance and pension
                  3rd year – 13% of DAC (salary & housing), health insurance and pension
          6. Contributions from the mother church

          After eighteen months from the appointment, a review of the new start’s progress will be made by
          the District Superintendent, the District Committee on New Church Development, the Office of
          New Church Development, the mother church, the daughter church, and the new start pastor. If at
          this evaluation it is determined that sufficient progress is not being made by the new start, then
          conference funding will end at the conclusion of that fiscal or conference year, depending upon
          when a pastoral change will occur.

D.        District Support
          District financial support of the new church start will be based upon the contextual situation of
          each new church start. Based on the five year financial plan, the District should evaluate its
          financial resources, to be certain that it is in a position to give the necessary financial support to

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          assist in the launch of a new congregation. The cost to the district will be largely determined by
          the funding option chosen by the mother church. Depending on circumstances, the mother church
          should plan to wean the daughter congregation from all support at the earliest possible date,
          preferably no later than the end of the third calendar year after the launch. However, the mother
          church shall not transfer financial obligations (i.e. land and parsonage mortgages, etc) to the
          daughter congregation at the expense of ministry.

                                  IV. REPORTING (ACCOUNTABLILITY)

A.        Monthly Progress Report
          The new church start will submit the monthly report (Appendix 9) to the District Superintendent,
          Office of New Church Development, the mother church pastor, and the Chair of the District
          Committee on New Church Development via email by the 15th of the month for the preceding
          month. If the monthly report is not submitted by the 15th, then the subsequent month’s conference
          support will not be sent until the report is received.

          The monthly report measures first time visitors, weekly attendance, number of small groups,
          attendance of small groups, total giving, average attendee giving, and missional giving. This report
          begins the month after the initiation of small group meetings.

B.       Financial
         The mother church will provide the District Superintendent, the chair of the District Committee on
         New Church Development and the Office of New Church Development by the 15th of each month
         the Balance Sheet and Income and Expense Reports.

C.        Quarterly Progress Review
          The new site pastor will report quarterly progress at the regularly scheduled District Committee on
          New Church Development meeting. The report will describe progress in the ministry of
          Evangelism, Discipleship, Nurture and Mission; pastor presence in the target area; budget and
          administrative issues; and planned future events.

                                                      V. STAFF

A.        Adding Staff
          The addition of staff should be carefully approached in the light of the overall strategic plan; timing
          of developing ministry area of evangelism, discipleship, nurture, and ministry; budgetary
          considerations; and the pastor’s strengths and weaknesses. Well-thought out position descriptions
          must be provided to the local church Staff/Parish Relations Committee, prior to searching for or
          hiring staff. The issues of benefits, part-time moving to full-time with increasing responsibilities
          and employer fiscal responsibilities should be carefully considered.


B.       Part-Time/Occasional Staff
         Part-time or occasional staffs who work for short periods on a weekly basis or on an as required
         basis are subject to FICA and Medicare and must be reported as employees and not sub-
         contractors.

                             VI. LAUNCHING ( FIRST WORSHIP SERVICE)


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A        Prayer Intercessors
         Prayer intercessors need to be solicited and in place before the new pastor arrives. This is the
         responsibility of the mother church. The pastor will add to the already established list of
         intercessors.

B.       Ministry Area Profile
         A careful study of the primary area to be served by the new church must be made to identify the
         most advantageous methods of evangelism. A MAP (Ministry Area Profile) study of a five to seven
         mile radius of the center of the target area must be ordered from Percept. This can be done on-line
         (www.Link2Lead.com). It is critical to identify the families who will be the "prime movers" of the
         new church. This report must be copied and attached to the application.

C.        Marketing Plan
          A plan to market the new church start shall be in place. Each new start may consider using direct
          mail for the launch Sunday event. The Conference Office of New Church Development will
          provide information during training which occurs within the first six-months.

D.        Attendance Expectations
          There should be every reason to be confident that there will be at least 225 adult attendees of the
          new church within three years from the date of the launch and enough attendees for the
          congregation to be financially self-supporting in three years. In most instances, the immediate
          service area should have an expectancy of continued growth for the next ten years.

E.        Meeting Place
          Unless previously arranged, one of the first tasks of the newly appointed pastor shall be to locate
          the initial meeting place for the church. A lease or other secure understanding concerning such
          location for at least one year should be obtained.

F.        Small Groups
          Each new start will establish small groups as a means of providing discipleship training for all
          members and attendees. This will greatly enhance the infrastructure and outreach of the new
          church.
          Prior to launch, there shall be a minimum of 12 small groups with a total small group average
          attendance of 140. The makeup of the small groups should be sufficient to handle the activities of
          the launch and the follow-up activities.

G.        Other United Methodist Churches
          Nearby United Methodist Churches should be consulted in planning for the new site and should
          lend their enthusiastic support.


H.        Launch Approval
          Application to launch must be made to and approved by the District Committee on New Church
          Development and the Conference Office of New Church Development at least sixty (60) days in
          advance of the anticipated launch date. See “Application to Launch” form at Appendix 10.

I.       Plans Approved and Leadership Team in Place
         The Evangelism, Discipleship, Nurture and Ministry plans need to be in place and leadership
         determined as outlined in the plans. The critical roles (Appendix 11) and critical ministries

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          (Appendix 11) shall be identified and staffed.

J.       Attendance Expectations for Launch Sunday
         The goal for launch Sunday is 300. All plans should be carefully taken to do as much as possible
         to assure this goal is met.

                                                      VII. HOUSING

A.       Parsonage/Housing Allowance
         The mother church will decide whether to provide a parsonage or a housing allowance. If a
         parsonage is to be provided, the host church will initiate the purchase of a parsonage that conforms
         to the Conference standards and have it available upon arrival of the pastor. If a housing allowance
         is provided, the amount will be approved by the appropriate district committee for establishing
         housing allowances.

B.      Location
         The parsonage – whether a provided parsonage or an housing allowance – shall be located within
         the ministry target area. Any exceptions to this location standard must be approved by the District
         Committee on New Church Development and the Executive Director of New Church
         Development.


                                                  VIII. LAND ISSUES

A.        Location
          In most instances a new church site should be at least five miles from an existing United Methodist
          Church. The only time this criterion is to be disregarded is when there is a natural barrier dividing
          the community or the other United Methodist Churches in the area are not prepared to serve a new,
          growing, and/or changing area.

B.        Population
          The mother church must secure current demographic information regarding present and future
          population in order to justify and support the establishment of a new congregation. A resource for
          this demographic information is the Conference New Church Development office.



C.        Minimum Requirements
          1. Size: Strongly recommended is a minimum of ten buildable acres.
          2. Local Comprehensive Plan Compatibility: A review of the master land use plan for the area
             should suggest a positive long range future of the site with respect to adjacent zoning, adequacy
             of roads, and proximity of local public schools. (Appendix 19)
          3. Site Evaluation Worksheet: The daughter church shall complete the Site Evaluation Worksheet
             before land is purchased. (Appendix 12)

D.       Tax Exemption Application
         The district committee should apply to the county tax collector’s office for regulations regarding
         this property being placed on the tax exempt rolls. Follow-through on this item is crucial so the
         district does not pay property taxes on this site.

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                                         IX. PASTOR ROLE/TRAINING

A.        Pastor Selection
          The person secured as the new site pastor is critical to the success of the new congregation and,
          therefore, should possess qualified skills to guide the new congregation into mission and ministry.
          The District Committee, the District Superintendent/Lead Pastor and the Executive Director of
          New Church Development should consult closely regarding this appointment.

B.        Training
          Once a new start pastor is appointed, additional training will be provided under the direction of the
          Office of New Church Development. The new pastor is required to attend this training.

C.        Orientation
          Orientation for appointed new start pastors will be held following appointment of all pastors.
          Attendance at the orientation will be by the appointed new start pastor, the District Superintendent,
          and the chair or representative of the District Committee on New Church Development.

                                                      X. COACHING

A.        Expectation
          Every new church start pastor will be expected to be coached by a trained and certified coach. The
          coach will have received training in coaching new start pastors.

B.        Length of time
          The relationship of the pastor and the coach will be expected to last at least for the first two years
          of the start. The expense of this relationship will be part of the budget of the new start. It may
          continue after the initial period upon agreement by both parties, or by request of the conference or
          district committee on new church development. The cost for this additional period of time will be
          assumed by the new start budget.

C.        Assignment
          The assignment of the coach will be made by the executive director of new church development in
          conjunction with the district superintendent.

                                               XI. APPLICATION PROCESS


A.        Justification for New Church Start
          The following question must be answered, “Why does this community (target area) need a new
          church?” (Application)

B.        Ministry Area Profile (Percept)
          A Ministry Area Profile for the target area will be provided by the mother church and reviewed by
          the Conference Committee on New Church Development.

C.        Financial Plan
          A ProForma financial plan will be developed for the anticipated expenses to launch the new
          congregation (Appendix 7). The plan will include anticipated funds from the Conference, District,

CD Manual - Mother-Daughter Guidelines 11-9-07b.doc        8
          mother church and the daughter church.

D.        Application
          An application to start a daughter church must be completed by the mother church and submitted to
          the District Committee on New Church Development and the Conference Committee on New
          Church Development.

                                                      XII. CHARTERING

When a daughter church decides to charter, the following shall be completed:

A.        Prerequisites to Chartering
          1. Presentation to District Committee on New Church Development: A presentation shall be made
          to the District committee addressing the areas of ministry (evangelism, discipleship, nurture and
          mission.) This should include how it is organized, people participating, successes and future goals
          and other pertinent information. The presentation should also include the church’s vision for the
          next five years which should include birthing a new congregation. This request shall also be
          submitted to the Office of New Church Development.

          2. Finances: The new congregation will demonstrate for the twelve month period prior to the
          anticipated chartering date that it is financially independent and able to meet all financial
          obligations including existing mortgages, loans, and anticipated apportionments. This should also
          be part of the presentation listed in #1 above.

          3. Transfer of Indebted Obligations: A timetable for transferring any indebtedness obligation from
          the mother church to the daughter church shall be set as agreed upon by the lending institution,
          vendors, the mother church, the daughter church, the District Committee on New Church
          Development and the Office of New Church Development.

          4. Application: The “Application for Chartering a New Congregation” shall be submitted 60 days
          in advance of expected chartering Sunday. (Appendix 13)



B.        Incorporation
          Upon the church being constituted on "Charter Sunday", it should immediately pursue becoming
          incorporated under Florida law, as a Florida Corporation Not-For-Profit. Appropriate information
          concerning incorporation is available in Appendix 14. At the time of incorporation, application
          should be made for a federal tax identification number (Appendix 15), along with a Florida sales
          tax exemption number (Appendix 16). A copy of the blanket 501(c) (3) Internal Revenue Service
          determination letter concerning tax exemption and religious status is available in the appendix (17).

C.        Apportionments
          Payment of Apportionments will begin on the second January after chartering. Expenses used to
          determine apportionments will be prorated based on the number of months remaining in the year of
          charter. (Example - If a church charters in June, the expenses used to calculate the apportionment
          amount will be 6/12 of the actual expenses.)

D.        Monitoring

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          The newly chartered church will continue to submit the monthly progress reports to the District
          Committee on New Church Development and the Conference Office of New Church Development
          for a period of five years after date of charter.




                                                      RESOURCES

Healthy churches and the District Committee on New Church Development are the initiators of new
churches, with active support and guidance by its District Superintendent and local churches in the area.
The Conference lends active support through the Conference Committee on New Church Development and
Office of New Church Development. The Executive Director of New Church Development is the chief
contact person and can be reached at (800) 282-8011 ext. 147 or (863) 688-5563 ext. 147.




CD Manual - Mother-Daughter Guidelines 11-9-07b.doc        10
                                             Appendix
     1. Preliminary Vision and Mission Statements due date____________(3 months from date of
        appointment)

     2. Final Vision and Mission Statements due date ___________ (6 months from date of
          appointment)

     3. Evangelism Plans due date______________(4 months from date of appointment)

     4. Discipleship, Nurture, Mission Plans due date____________(6 months from date of
          appointment)

     5. Grid Launch (due 3 months before launch)

     6. Attendance Projections (due 1 week after 5th Sunday of Public Worship)

     7. Pro Forma 5 year budgets due date________________

     8. Conference Fiscal Responsibility and Management Policies

     9. Monthly Progress Report due 15th of each month – when small groups begin meeting

     10. Application to Launch (First Public Worship) due date ____________(60 days before launch)

     11. Site Evaluation Worksheet (due 2 months before closing)

     12. Application to Charter (due 3 months before charter Sunday)

     13. Incorporation Sample

     14. Federal Tax Identification Application

     15. Application for Florida State Sales Tax-Exemption

     16. UMC Tax Exemption Status letter by IRS

     17. Local Comprehensive Plan Compatibility due with application

     18. Launch Guidelines
               a) Parachute (traditional)
               b) Multi-Site Guidelines
               c) Daughter Guidelines

    19. 18 Month Progress Review



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