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. Most forms and policy information are available on the Benefits page.	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)
	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
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 Frost Bank offers names of local restoration services firms.	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
February	May
March	June

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

Canon H. Jay Atwood, Canon to the Ordinary

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) Canon Jay Atwood Chris Brown David Coburn Kristi Heffron (Diocesan Staff)	Chair: Dick Kahle Fr. Andrew Bradley Marsland Moncrief Walter Virden III Joe Graber