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UPDATED Financial Policies & Procedures Manual (Updated 9-6-2022)
Consultative Leadership Policies
- Appendix A – Adjusting Journal Entries
- Appendix B – Chart of Accounts (Updated 9-6-2022)
- Appendix C – Check Requests Forms (Updated 11-16-2020)
- Appendix D – Checklist for Accounting Duties and Functions
- Appendix E – Clergy Withholding Election Form
- Appendix F – Collections Count Form
- Appendix G1 –Contribution Receipt – In-Kind (Updated 12-13-2018)
- Appendix G2 –Contribution Receipt – Over $250 (Sample)
- Appendix H – Credit Check Permission Form
- Appendix H1 –Credit Card Cardholder Agreement
- Appendix I – Expense Reimbursement Request (Updated 10-18-2019)
- Appendix J – Finance Council Agenda
- Appendix K – Fixed Asset Description Sheet & Forms
- Appendix K1 – Holy Days (Updated 9-30-2022)
- Appendix L – IRS Group Tax Exemption Letter (Updated 9-13-2022)
- Appendix M – Ministry Mileage Log
- Appendix N – Morgan Stanley Stock Donation Form (Updated 1-17-2020)
- Appendix O – Non-Profit Financial Reporting
- Appendix P – Parish Financial Calendar
- Appendix Q – Permission for Child/Ward Delivery of Scrip & Waiver Claim
- Appendix Q1 – Purchase Request Authorization Form (Draft 10-18-2019)
- Appendix R – Records Retention (Updated 2-12-2021)
- Appendix R1 – School Board Resolution for Employee Qualified Tuition Reduction Plan Template (Draft 1-16-2019)
- Appendix S – Tamper Evident Bag Log & Procedures
- Appendix T – USCC IRS Group Ruling
- Appendix U – Weekend Mass Counts
- Appendix V1 – Background Check Form (English)
- Appendix V2 – Background Check Form (Spanish)
- Appendix W – Conflict of Interest Policy Statement Form
- Appendix X1 – Employee – New Checklist
- Appendix X2 – Employee – Exit Checklist
- Appendix Y1 – Employee Work Related Injury or Illness Report Form
- Appendix Y2 – Employee Work Related Injury or Illness What to do
- Appendix CM1 – Catholic Mutual Accident/Incident Form
- Appendix CM2 – Catholic Mutual Coverage Program Summary
- Appendix CM3 – Catholic Mutual Facility Usage Agreement Form (English)
- Appendix CM4 – Catholic Mutual Facility Usage Agreement Form (Spanish)
- Appendix CM5 – Catholic Mutual School, Religious Ed & Volunteer Accident Forms (Updated 10-4-2022)
- Appendix CM6 – Catholic Mutual Special Events Coverage Form (English) (Updated 10-7-2022)
- Appendix CM7 – Catholic Mutual Special Events Coverage Form (Spanish) (Updated 7-12-2021)
- Appendix CM8 – Catholic Mutual Volunteer Application Agreement (English)
- Appendix CM9 – Catholic Mutual Volunteer Application Agreement (Spanish)