Church Administration Resources

Parochial Management

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.

2021 Church Information form
Includes: Names and contact information
for church staff and vestry

For assistance with the
Parochial Report,
see
https://www.acna.org/help#video-tutorials.

2021 Convention Delegate Certificate
Certificate of election, with contact info;
elect according to Canon 1

Monthly Mission Report
Used by mission congregations

Clergy Information form
New clergy, please complete;
others, update as necessary

Audit Guidelines for Congregations

Sample Audit Report

How to Conduct a Church Audit

Sample Audit Certificate

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

The 2021-22 benefits year runs from
Sept. 1, 2021, to Aug. 31, 2022.

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

One America Life & Disability
Beneficiary Form

Insurance Policy Certificates:

Basic Life Class 1
Basic Life Class 2
Basic Life Class 3
Basic Life Class 4
Basic Life Class 5
Voluntary Life Certificate
Long-term Disability Class 1
Long-term Disability Class 2
Short-term Disability Class 1
Short-term Disability Class 2

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 Diocesan Customary MinistrySafe training for clergy and lay people working with minors Contact Dale Ward dward @ fwepiscopal.org to schedule training for your congregation.	Eucharistic Minister’s License	The Role of the Vestry (part 1) The Annual Parish Meeting (part 1)
	Eucharistic Min. License Renewal
	Eucharistic Visitor’s License
	Eucharistic Visitor’s License Renewal
	Worship Leader’s License
	Worship Leader License Renewal
	Catechist’s License
	Petition for Annulment
	Petition for Marriage


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.	Acknowledgement form A fillable PDF to be submitted to the diocesan office acknowledging receipt and understanding of the ethics policy documents.
Social Media Policy Diocesan regulations for clergy, lay employees, and volunteers publishing on Web sites, Facebook pages, and other social media. Submit acknowledgement form.


Music Copyrights and Licensing (PDF) Subscriptions and Reporting (PDF)		Music Licensing, Part 1
		Music Licensing, Part 2

Risk Management and Emergency Preparedness



Property and Casualty Insurance Minimum Standards	Parish Inventory form (Excel)	Insuring Parish Property


Digital Security Important advice to maintain the security of digital records and IDs.	Property Safety Inspection form	Risk Management Survey Results Restoration Services
Winterization Policy Steps to take before freezing weather.	Emergency Action Plan form To schedule an Emergency Preparedness Workshop at your location, contact Canon Atwood
Restoration services Contact: Cavalry Construction and Restoration 888.601.3473	Risk Survey form (Excel) Instructions for the form (MS Word)


PowerPoint guide	Sample Letter to a contractor	Certificate of Insurance
Do you need a Certificate of Insurance?	Tracking Worksheet
Certificate Management guidelines

Risk Management Monthly Newsletters

2021

January	April	August
February	May
March

Reference

2021 Diocesan Budget	2021 Diocesan Assessment Table
2021 Budget Narrative	Assessment Formula

Diocesan Constitution	Diocesan Canons
ChurchLaw&Tax (a resource of Christianity Today)

Staff and Leadership Contacts

Kristi Heffron, Director of Finance

Danyl Harrell, Financial Assistant

Fr. Michael Brooks, Benefits Coordinator

Rod Barber, Chair, Risk Managment Committee

Diocesan office phone: 817-244-2885

Frost Insurance Brokers
	service: Nikki Adams 817-420-5706
	claims: Jordan Geary 817-420-5744
	agent: Jim Dickenson 817-420-5701

Finance Committee	Risk Management Committee	Retirement Fund Board
Chair: Fr. Roger Grist (Fort Worth West Deanery) Treasurer: Walter Virden III Alan Jackson (Northern Deanery) Tom Ward (Fort Worth East Deanery) Joe Hodges (Eastern Deanery) Fr. Stuart Smith (Southern Deanery) Paul Prater (FW East Deanery)	Chair: Rod Barber (Worker's Compensation, Property & Liability) Don Bendure (Property & Casualty; Professional Liability) Chris Brown David Coburn Kristi Heffron (Diocesan Staff)	Chair: Dick Kahle Fr. Andrew Bradley Marsland Moncrief Walter Virden III Joe Graber

Church Administration Resources

Parochial Management

Health Care

Insurance Policy Certificates:

Risk Management and Emergency Preparedness

Risk Management Monthly Newsletters

2021

Reference

Staff and Leadership Contacts

Finance Committee

Risk Management Committee

Retirement Fund Board