[Coc] Budget

[Paul Wallace-Brodeur]

Hello all

Attached and also included in this email is our annual budget guidance. For
those how have received this in the past, it is very similar to the budget
preparation guidance distributed last year. The due date for submission of
budget requests is *Friday* *January 25, 2019. *If you as a committee
chair, staff member, program or task force leader *do not *need any
increase or change in the amount budgeted for the current year, it will not
be necessary to submit a request. However, it would be helpful if you could
send a confirming email that you will not be seeking any change in you
budget.


The Finance Committee will be meeting after the second service on February
3, 2019 to assemble and review the proposed budget.



If you have any questions please feel free to contact me and I hope you
have a happy Holiday Season!



Regards,



Paul Wallace-Brodeur, FC Chair



*Unitarian Church of Montpelier*

*Budget Guidance for Church Year 2019-20*



The Finance Committee has started the process of preparing a proposed
budget for the 2019 – 20 Church year, which starts July 1, 2019.



In our governance structure, the budget is guided by our mission statement
and the priorities of the Congregation as articulated by the Board and
Executive Team.



Our Mission Statement is:



*We welcome all as we build a loving community to nurture each person’s
spiritual journey, serve human need, and protect the earth, our home.*



The Finance Committee has in the past several years asked those who prepare
budgets to explain why any additional funds that are being requested are
needed and what is hoped to be accomplished with the funding. We have also
asked people to let us know how they believe any additional funds requested
will help meet the Church Mission.



As you may recall, a UCM 5-Year Strategic Plan, including a compilation of
outcomes, action steps, and indicators of success was adopted in the
February of 2016.  There is an ongoing focus on the 5 year strategic plan,
and the Finance Committee continues to hope we will receive information in
the budget process that will identify how Committee and Staff activities
and proposed funds will advance the vision statements in the Plan. This
will be helpful in the budget drive process to encourage generosity and
also create an understanding of the way the budget advances the Mission and
goals of the Congregation as articulated in the Strategic Plan. The Plan
can be found on the Church web site at: https://ucmvt.org/governing-board/.





*Timeframes and Submission Guidance*



Here are the highlights of this year’s budget submission timeframes and
guidelines, which are similar to those that have been sent out in the
recent past:



   - The due date for submission of budget information is *Friday* *January
   25, 2019.*



   - If you as a committee chair, staff member, program or task force
   leader *do not need any increase or change in the amount budgeted for
   the current year, it will not be necessary to submit a request.* If we
   do not hear from you by January 25, we will use your current budget amount
   for next year.  If you are uncertain as to the amount budgeted for the
   current year, it can be found in the May 2018 Annual Report at:
   https://ucmvt.org/annual-reports/. If you don’t need as much as you
   currently have budgeted, please let us know how much you need. We are
   always very grateful for any budget reductions, no matter how modest.



   - If you are anticipating a need for an increase in funds you will need
   to submit something by *January 25, 2019*. Please include the following:



   1. Let us know how much money is needed (the total amount, not just the
      increase over this year);



   1. An explanation of why it is needed and what you hope to *accomplish*.
      If there are increases/reductions in more than one part of your budget,
      please provide an explanation for each area reflecting an increase or
      change; and



   1. To the extent you are able, let us know how you believe the funds you
      are asking for will further the Church Mission and specific
objectives set
      out in the Strategic Plan.



   - It is not necessary to send requests related to staff compensation
   increases, as these are addressed by the Finance Committee and Executive
   Team.



It is best to send your information to me via email at:
pwallacebro at gmail.com



Please let me know if you have any questions, thanks for your help, and
have a good Holiday Season!



Paul Wallace-Brodeur, Chair

Finance Committee
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