Parish Forms & Documents
Additional Resources
Clergy
(call the Diocesan Office for any password-protected forms)
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New Marriage Documents (Updated information coming soon!) 
Who may solemnize a marriage in New York State?- Remarriage - Declaration of Intention
- Remarriage - Bishop's Consent Form
- Remarriage - Solemnization of Vows Form
- Professional Requirements - Boundaries
- Lay Licensing
Combined Endowment - IPS / Distribution Template / Certificate of Authority
Human Resources and Benefits
- 2021 Compensation Policy and Budget Guidelines
- 2020 Compensation Policy and Budget Guidelines
- Employee Handbook (Parish Vestries Adopt, contains NYS Sexual Harassment Prevention Requirements)
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Medical & Dental Benefits for Active and Retirees (2021 coming soon)
- Employee Roster (Update for employee salary, pension and health)
- The Mutual Ministry Cycle: Living Into Our Ministries
Parish Finance and Administration
2019 Parish Audit Files for Congregations Due June 30th (Extended to Sept. 30 due to COVID-19)
- 2020 Audit Cover Letter
- 2020 Audit Work Sheets for 2019 Parish Audit
- Audit Certificate
- Canonical Requirements
- Guidelines for Discretionary Funds
Parochial Report & Admin Forms Due March 1st
- 2019 Parochial Report Information
- Data Management System for Parish Administrative Updates (Admin Forms)
- "How to" Complete Parish Admin Forms (password: admin2017)
Governance
- Manual of Business Methods in Church Affairs (Updated Dec. 2019)
- Episcopal Diocese of Rochester Constitution & Canons (Revised 2016)
- The Episcopal Church - Constitution and Canons (Revised 2018)
- Lease and Use Agreements
Clergy Information
Federal Reporting Requirements for Episcopal Churches
For clergy personal income tax returns:
- 2020 Clergy Tax Return Preparation Guide for 2019 Returns
- CPG Supplement to the 2020 Clergy Tax Return Preparation Guide
- 2020 CPF Form B
Resourses for Violence in our Parishes
The Dept. of Homeland Security provides printable & video resources
"How to Respond" Resource Materials
"Options for Consideration" Active Shooter Preparedness Video
Active Shooter Emergency Action Plan Video
Emergency Action Planning Trailer
Insider Threat Trailer and Video
Pathway to Violence
Contact Information
Click for an animated video that might be easier for some to watch.
Threat and Violence Resources
With the many occasions of gun violence, here are various resources including those from the Department of Homeland Security for you to review for your parish. Creating a plan in case of a threat or attack in your parish is most important! Please reach out if you need any other assistance.
The Dept. of Homeland Security provides printable & video resources
Click for an animated video that might be easier for some to watch.
Active Shooter Preparedness documents.
It's imperative to have a Emergency Action Plan. Here are worksheets for you to create an Emergency Action Plan.
In this dynamic threat environment, it is also important that organizations not only prepare their staff to respond to a potential incident, but also collectively determine the processes through which the organization and its staff recover from an incident. Please review the Active Shooter Recovery Guide.