- - - Rejoice in the Lord always ... again I say Rejoice !!! - - -

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                    TO:  Interested Ministries                                                                                                         FROM: Jim Bramer, Retired Auditor-CPA
                                                                                                                                                                            FILE:  0098-02/ALL

                     RE:  Assignment of Business Administration Tasks                                                      Originated:   February 2003                                                       

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          Below is a hypothetical Online Email thread (THRD) between  Jim@bcidot.org   and one of the these Ministry MFTeam members: PAT (Ministry Executive), LEE (Ministry Volunteer Treasurer), and FRAN (Ministry Computer Bookkeeper).   

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From:  Lee  - 

        Jim, what you have shared in the first paragraph of your recent  0923  editorial applies equally to me;  I am also learning much by participating in  http://groups.yahoo.com/group/churchadmin/ , or the Church Admin Yahoo Group.      

      From:   Jim@bcidot.org  

         Glad to hear that, Lee.  What do you think about the overall idea of a Ministry using these resources for a Ministry Business Administration Self Examination per Ministry Finance roles and details set forth within  0923  ?

From: Lee -

        Well,  that is what I want to dialog with you about.  I think what you have shared is 'right on'.  But what about arranging the same content in a manner so we can assign each of the topics that you list to applicable entities or people.  For example,  I am impressed with what you have done via  0074,  where you first list all of the Ministry Finance roles and their tasks and then you be sure all of the tasks has been assigned to somebody, etc.   Please use that approach below.

     From: Jim -

        OK -- here goes.  Please note how I have provided six columns so that any Ministry can follow this approach and personalize the role and task to the responsible entity, or person, in their specific setting.  (By the way --- I apologize as I understand that certain Internet browsers do not display the Entity/Person columnar lines below).

		Entity A	Entity B	Entity C	Person 1	Person 2	Person 3
>> Building/Equipment -- Facility Management
	Policy and Procedures in writing
	Scheduling --- Use thereof
	Maintenance and/or Upkeep
	Vehicle supervision and mgt
	Equipment accountability; Inventory
	Keys Management
	Grounds - gardening/lawn/snow/roads-streets
	Personal use of Equipment and Facilities
	Kitchen use expectations
	Construction matters, when applicable
	Please ID_________________________________
>> Personnel Management
	Policy Manual and Employee Handbooks etc
	Clergy tax matters
	Earnings reporting and Payroll tax accounting
	Human Resources -- Fed/State Gov't compliance
	Forms and background checks
	Medical Insurance
	Pension/Retirement Issues
	Performance review for non pastoral staff
	Keeping of Personnel records and retention, etc.
	Please ID _____________________________________
>> Finance Management
	Written Policies and Procedures
	Purchasing Issues
	Budget and reports
	Computer Accounting systems
	Personal use of Credit Cards
	Fiscal Internal Controls
	Audits - internal and external
	Donation and/or Pledge accountings/records etc
	Record Retention Issues
	Personal Finance Helps 4011
	Record Retention etc
	Please ID __________________________
>> Management of Risks/Exposure
	Appropriate Insurance/protection
	Bonds coverage
	Insurance record keeping
	Personal injury lawsuits
	Mgt and Board member exposure
	Please ID ___________________________
>> Management of Computer Resources
	Policies and Procedures in Writing
	Security and/or Backups, etc.
	Hardware/Software and overall tools
	Email - internal and external
	Word Processing
	Database Management
	Spreadsheets
	Internal Drives Issues
	Web Site for this Ministry
	Please ID _____________________________

From: Lee --

        Very helpful, Jim.  Anything else?

     From: Jim

        Yes.  You might want to send me an Email at  Jim@bcidot.org   and ask for this web page in a Word doc format. Then you can personalize for applicable names in columns that uniquely apply to you.                 

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     The bulk of this Publication originated in February 2003 and was  UPTD: May 03, 2008  Click here and go to List of threads (THRDs) at www.bcidot.org  .

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      (1) An Online Document, or WRIT (Writing), may be applicable to all Ministries, or it may be designed for just groups like: Evangelical Church, School, Missionary Agency or Organization, Christian Camp / Conference, or other named group.
        (2) WRIT formats include the perspective of   Jim@bcidot.org   via IOMs (Inter-Office Memos) to the Ministry Finance Team (MFTeam); THRDs, or a hypothetical Online conversation (thread) with members of a MFTeam; FWIW; A periodic editorial (For What it is Worth); TRUISM, or believed Ministry Finance principles; or via a FAQ, or a response to Frequently Asked Questions. 

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