ADMINISTRATIVE RESOURCES

Audit Forms and Procedures

For Year ending 2020 (due Sept. 1, 2021)
   
Audit Checklist (use in conjunction with your Audit)

• PDF format

• Word format

  
Audit Guidelines (guideline/policy document)

• PDF format

• Word format

Health Insurance and Pension Information​

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Medical / Dental   ​​

• Medical / Dental Insurance Information (plus annual enrollment info)

• Diocesan Denominational Health Policy

• High Deductible / HSA Fact Sheet for members (2020-2021)

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Pension Information

• Active Clergy​

• Lay Employees

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Forms

• 2021 Benefits Enrollment Form (new employees)

• ​Health Advocate - Authorization Form 

• Medical/Dental Change Form

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The Church Pension Group (www.CPG.org) is your complete resource for all benefits, insurance & pension needs for both clergy and lay personnel.

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Clergy Compensation (active & supply)

• Clergy Compensation Guidelines (last updated 12/2018)

Employment Resources

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New Hire Checklist​

• Clergy

• Lay Employee

Employment Forms

• ​I - 9

• W - 4 Federal Withholding

• ​

Background Checks

• Clergy - contact Mary Poss - (850) 434-7337 or mary@diocgc.org​

• Lay Employee - download this form, complete, scan and/or email to Kim Weinstein at kim@diocgc.org

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Diocesan Office Employee Handbook ​

Helpful Publications

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• Quick Reference Guide to Diocesan Benefits & Policies

• Key Calendar Dates

• Manual of Business Methods in Church Affairs  (provides helpful advice on sound, practical internal controls, accounting guidelines and business practices)
   

Tax Info​

• IRS Tax Guide for Churches & Religious Organizations

• 2021 Federal Reporting Guidelines for Episcopal Churches

• 2021 Tax Guide For Episcopal Ministers (for 2020 Tax Returns)

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Parochial Reports

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• Notes for 2020 Parochial Report (Due March 2021) 

• On--line Instructions (2020 report)

• Log-in

Pledge Report

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• 2020 Pledge Report Form  (this form was mailed to all congregations with additional supporting information)

Safeguarding Online

• Safeguarding Modules (Who Needs to Take What)

• Safeguarding/Risk Management Guidelines

• Safeguarding Website

• Quick Start Guide (easy instructions)

    Questions?:  Contact Diocesan Office for more information

Travel and Expense

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• Travel and Expense Form

• Travel and Expense Guidelines (please review prior to travel)

Check back often for continued updates to the Resource Center.

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