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District Leadership Training2015
Trustees
LaNita Battles, AINS
Claims/Risk Manager – Dept. for Ministry ProtectionFlorida Annual Conference
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Organization
Term
Officers
Responsibilities
Book of Discipline of the United Methodist Church par. 2524
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Oversee, maintain and supervise all local church property
- Use of facilities - Building maintenance / schedule - Budget - Inventory of contents - Parsonage
Manage bequests, legacies and trusts
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Acquisition, sale or transfer of property
Manage insurance coverage and facilitate appropriate risk management strategies
Accountable to Church Council and Charge Conference
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Building Maintenance
• Establish a maintenance schedule
• Annual inspection: identifies needed repairs, safety concerns and maintenance requirements
• Assignment of tasks among Trustees
• Do not defer needed maintenance!
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Annual inspection: identifies needed repairs
and maintenance requirements
Routine maintenance: prioritize and establish a maintenance schedule.
Do not defer needed maintenance
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Facility Usage
Develop a policy statement for building use
Considerations: -Scheduling procedures -Non-church group considerations (Obtain a Certificate of Insurance) -Donation request to offset expenses -Lock up and security -Clean up and custodial needs -Kitchen and food service
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Manage insurance coverage and facilitate appropriate risk management
strategies
“to ensure that the church, its properties and personnel are properly protected against risks” Book of Discipline
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“Head in the Sand”
“That can’t happen to us…”
“We don’t worry about that, it has never here happened before…”
“I have known him for a long time, he would never do something like that…”
“Churches don’t get sued…”
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Common Church Claims Slips, trips and falls
Employee lifting accidents
Playground injuries
Automobile accidents
Lightning
Theft
Allegations of abuse/misconduct
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Hidden Impact
Direct Costs:
-Workers Compensation
-Medical Bills
-Property/Liability Damages
Indirect Impact:
-Damage to the Kingdom of God
-Loss of members, students, tuition, etc.
-Negative public relations
-Hiring/retraining of new employees. Supervisor’s time
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Facility Safety
• Self inspections of your facility
• Identification and correction of safety hazards
• Engaged and aware
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Managing Insurance Coverage
• Review property and vehicle schedules annually
• Maintain a detailed inventory of all furniture and equipment
• Be aware of deductibles that may apply to losses
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Property:◦ Replacement cost coverage◦ Contents◦ Flood
Casualty:◦ General liability◦ Employment practices liability◦ Automobile liability
Crime/dishonesty Church Daycare & Schools Sexual Abuse and Misconduct Student and Volunteer Medical Accident Coverage
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Coverage Highlights
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Vehicle Safety
• Inspect vehicle every three months• All drivers are to be approved by the Florida Conference• NO 15 PASSENGER VANS
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Use of Volunteers
• Integral to church operations
• Use the common sense approach to volunteers - Selection - Training - Supervision
“Vicarious Liability”: Indirect legal responsibility for actions of others
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Full time Conference Ministry Protection department
Legal Advisory Council
On site loss control, safety and security evaluations
Best practices publications
Property appraisals
Attendance and consultation at church committee meetings
Training seminars and workshops
Available Risk Management and Insurance Expertise
An added value due to our Connectional system
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Trustee GuidelinesCokesbury1-800-672-1789www.Cokesbury.com$3.95
Florida ConferenceTrustee “E-Learning” Modulewww.flumc.org
Department for Ministry Protectionwww.flumc.org
Resources Available