Church Administration Resources

Annual Parochial Reports covering attendance and financial information are completed through acna.org

The Church Information form and Delegate Certificate are to be submitted to the diocesan office after the annual meeting but no later than March 1.

Note: If completing the forms online,
do not use the Firefox browser to open,
download, or type information. Leave
only one space between words.

2022 Church Information form
Includes: Names and contact information
for church staff and vestry

Audit Guidelines for Congregations

 

 

Sample Audit Report

The Diocese offers medical coverage, life and disability insurance, and a retirement program for lay and clerical employees.

Health Care

2021-22 Benefits Guide

HSA plan coverage/rate tables

HSA plan certificate

PPO plan coverage/rate tables

PPO plan certificate

Dental Plan Certificate

Vision Plan Certificate

Medicare Drug Coverage

The 2022-23 benefits year runs from
Sept. 1, 2022, to Aug. 31, 2023.

Combined
Enrollment Forms
for
Clergy and Lay Health Care
and Voluntary Life & Disability

One America Life & Disability
Beneficiary Form

Insurance Policy Certificates:

Your Health Benefits Explained

Completing the Enrollment Form

Some elements of clergy compensation are
determined with the advice and consent of the vestry.

Clergy Housing Resolution form
Required annually by the IRS.
Include the completed form and
record of vestry approval
in December meeting minutes.

The Clergy Compensation Package

Handbook of Lay Ministry

2022 Diocesan Customary

MinistrySafe training for clergy and lay people working with minors
Contact Dale Ward dward @ fwepiscopal.org to schedule training for your congregation.

The Role of the Vestry (part 1)

The Role of the Vestry (part 2)

The Annual Parish Meeting (part 1)

Ethics Manual
The manual sets out requirements and standards of conduct for all clergy, lay employees and volunteers. A copy should be provided to all new employees and lay leaders. Current clergy, employees and lay leaders should review annually. Submit acknowledgement form.

Ministry Safe
child safety training

Log in portal

Social Media Policy
Diocesan regulations for clergy, lay employees, and volunteers publishing on Web sites, Facebook pages, and other social media. Submit acknowledgement form.

Conflict of Interest Policy
Adopted in 2022, the policy applies to all officers, clergy, employees and volunteers, requiring them to recuse themselves from all decisions in which they have a potential conflict of interest.

Music Copyrights and Licensing (PDF)

Subscriptions and Reporting (PDF)

Property and Casualty Insurance
Minimum Standards

Providers of Motor Vehicle Records
and Background Screening

Driver Acceptability Matrix

Parish Inventory form (Excel)

Church Safety Policies

Church Safety Procedures

Creating a Church Safety Team

Contact:
Tilmon Gardiner
tgardiner @ fwepiscopal.org

Digital Security
Important advice to maintain
the security of digital records and IDs.

Risk Management Survey Results

Restoration Services

Winterization Policy
Steps to take before freezing weather.

Restoration services
Contact:
Cavalry Construction and Restoration
888.601.3473

Risk Survey form (Excel)

Instructions for the form (MS Word)

PowerPoint guide

Do you need a Certificate of Insurance?

Certificate Management guidelines

2021

2022

2022 Diocesan Budget and Assessment Table

Presentation slides and handouts from the
Bishop’s Leadership Workshop • 2022

Kristi Heffron, Director of Finance

Danyl Harrell, Financial Assistant

Fr. Michael Brooks, Benefits Coordinator

Tilmon Gardiner, Security Director

Rod Barber, Chair, Risk Managment Committee

Diocesan office phone: 817-244-2885