Administration and Finance Policies

Policies on Financial Management and Administration

The following is a list of policies and related procedures governing financial management and administration of parishes and other diocesan entities. These policies are intended to provide uniform guidance to all entities in an effort to  1) ensure prudent, ethical and honest management of financial resources and 2) promote consistent practices and procedures in the areas of administration and finance. There is significant responsibility associated with being the stewards of the resources of the church. It is important for all involved in the administration or finance areas within the Diocese to understand and follow the policies contained in this manual. 

Each policy is listed below individually. 


Accounting Systems

Alcoholic Beverages

Automobile/Vehicle Ownership

Bank Accounts/Reconciliations

Benefits for Employees

Bequests

Budget Planning

Building Projects

Cemeteries

Charitable Exemption

Charitable Gaming

Clergy Compensation and Tax Reporting

Collections Procedures- Sunday and Holy Days

Contributions

Disbursements

Diocesan Inter-Parish Deposit and Loan Fund

Electronic Receipts and Electronic Disbursements

Employee versus Non-Employee

Endowments

Extraordinary Expenditures

Finance Council

Insurance Coverage

Internal Control

Investments

Loans

Mass Stipends

Parish Assessments

Parish Financial Operations Review

Parish Picnic/Festivals

Parish Properties

Parish Rectory

Payroll Issues

Personnel Files/Personnel Policies

Poor Box/ Votive Offerings

Postage

Real Estate Transactions

Reimbursable Transportation

Request Exemption from Assessment (used to build, renovate or retire debt)

Sales Tax

Scrip

Special Collections

Standardized Payroll System

Workers Compensation