Parish Forms & Documents
Combined Portfolio - IPS / Distribution Template / Certificate of Authority
Human Resources, Benefits & Training
- 2021 Compensation Policy and Budget Guidelines
- Employee Handbook (Parish Vestries Adopt, contains NYS Sexual Harassment Prevention Requirements)
- NYS Required Annual Training for paid employees & Safeguarding for employees & volunteers (lay & clergy)
- CPG Employee Roster
- The Mutual Ministry Cycle: Living Into Our Ministries
Parish Finance and Administration
2020 Parish Audit Files for Congregations Due June 30th
2021 Audit Cover Letter
2021 Audit Work Sheets for 2020 Parish Audit- 2020 Audit Work Sheets for 2019 Parish Audit
- Audit Certificate
- Canonical Requirements
- Guidelines for Discretionary Funds
Parochial Report Due March 1st
- Parochial Report Form and Instructions for 2020
- NEW Video for New 2020 Parochial Report (Includes how to report Pandemic ASA and PPP instructions)
ADMIN Forms Due February 15th
- Data Management System for Parish Administrative Updates (Admin Forms)
- "How to" Complete Parish Admin Forms (password: admin2017)
Vestry Resources
- Vestry Resource Guide PDF (Click to order)
- Vital Practices ECF - Vestry Papers, Tools, Webinars
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
Stewardship
- Resources - The Episcopal Network for Stewardship (TENS)
Clergy Information
2021 Tax Resources
Clergy Personal Income Tax Returns
- 2021 Clergy Tax Return Preparation Guide for 2020 Returns
- CPG Supplement to the 2021 Clergy Tax Return Preparation Guide
- 2021 CPF Form B
Clergy Resources
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.