Finance and Administration

 

Most of the general information for the administration of church finances can be found here. For employment, payroll, and benefits information, please visit the DioCal Payroll Administration or Employee Benefits.


To view these documents you will need a PDF reader. You can download a free version of the Adobe Reader here.

Letter to congregations regarding property and liability insurance requirements
Approved property and liability insurance companies and mandatory insurance limits for congregations

2019 Budget Planning Packet — costs associated with an employee, COLA, Clergy Compensation Minimums, rates for supply and interim clergy
2018 Budget Planning Packet — costs associated with an employee, COLA, Clergy Compensation Minimums, rates for supply and interim clergy
2017 Budget Planning Packet (Assoc. Costs of an Employee, Clergy Compensation, COLA, Benefit Premiums, Assessment Formula)
2016 Budget Planning Packet (Assoc. Costs of an Employee, Clergy Compensation, COLA, Benefit Premiums, Assessment Formula)
2015 Budget Planning Packet (Assoc. Costs of an Employee, Clergy Compensation, COLA, Benefit Premiums, Assessment Formula)
Manual of Business Methods in Church Affairs
State of CA Sales Use and Tax
501(c)(3) 1976 (tax exemption letter)
501(c)(3) update 2009 (tax exemption letter)
Internal Audit Program
Parsonage Allowance Information
Discretionary Fund Guidelines
An Accountable Plan
List of Offerings
Employee Evaluation - sample
How to Classify Employee v Contractor or Casual Day Labor
DioCal Alcohol Policy 2016
Alcohol & Drug Policy Guide from Recovery Ministries of The Episcopal Church.
Called to Right Relationship (a set of policies, standards, and resources designed to ensure that our congregations are safe)
Insurance — Workers Compensation, Property, Umbrella, etc. — Call Church Insurance 800.293.3525