Guide

Purchasing a property

If you are looking to purchase a property it is strongly recommended that you contact the legal office of Trustees for Methodist Church Purposes at the earliest possible stage.  They will be able to give guidance relating to the purchase, inform you of what documentation they will need to see and the process which needs to be followed to finalise the legal documentation.

More detailed legal information about purchasing a property can be found on the TMCP purchases section

Creating a new project to purchase a property

Click on the Add New Project button and this will display a form requesting some basic preliminary details which need to be completed before you can create your project record.  As you complete some of this information additional questions will appear to guide you through.

Click on Select Trustees and select the managing trustees you are representing (for a manse purchase this will be Circuit Trustees).  Enter a project name to identify your project e.g. 'Purchase of manse for incoming minister' and then enter a project description to provide further details of what the proposals entails.

Next you will need to click on Add Activity and then select Purchase to show that you are proposing to purchase a property.  In the description of the Project Activity, you can add a concise note to identify what is to be purchased.  

After selecting the project activity you will then have the opportunity to give the property to be purchased a more useful name e.g. changing it from 'New property to purchase' to 'Purchase of manse for incoming minister'.  When the details of the property which is to be purchased are known, these will need to be updated on the Property Details form accordingly (by clicking on 'View/Edit this property' on the project record or via Manage Properties).

Once all of the details have been entered, click on the Create New Project button at the bottom of the form.  The project record will now be created, with a unique project ID reference and will be linked to the property that is to be purchased.  You can now continue entering further information into the project record for this proposed purchase.

Completing the project record for a purchase

When your project record opens for the first time, you will see Step 1 Complete Required Information is highlighted.  Hovering over this first step will show which areas need to be completed.

For a purchase, you will see the Project Summary tab, Project Purpose tab and the Purchase tab have been activated.  You will need to complete the required information on each of these tabs to resolve the outstanding issues shown at the top of each tab.  

On the Project Purpose tab some of these questions may not be entirely relevant and in some cases you may need to enter 'not applicable' in the boxes and click the Save button.

By clicking on the Purchase tab, you will see that information about the proposed purchase will need to be completed.

On the Project Activity section of the Project Summary, you can indicate the estimated amount of money required for this purchase and in the Project Funding section show which funding sources are intended to be used to purchase this property.  

Once final consent has been given by the District to purchase a property, (up to the value specified on the Project Activities section), the managing trustees will then be able to identify a suitable property and update the property details on the website.  Once a property has been identified, managing trustees should contact the TMCP legal office to finalise the legal documentation.

If you require further guidance about purchasing property, please see the section on purchasing a property on the TMCP Website

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