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- Parochial Reports
- Year-End Reporting
- Congregation Financial Review Survey – Word | PDF
- Best Practices for 2024 Annual Church Meetings
- 2024 Treasurers Monthly Report Form
- Congregational Audits
- 2025 Congregation Range Sheet
- 2024 Congregation Range Sheet
- Congregation Information Forms
- Certificate of Lay Delegate Forms
- YE 2023 Parochial Report Form – PDF | Online | More Info
- Congregation Financial Review Survey – Word | PDF
- Best Practices for 2024 Annual Church Meetings
- 2025 Congregation Range Sheet
- 2024 Congregation Range Sheet
- 2024 Treasurers Monthly Report Form
- 2024 Congregation Information Form: Excel | PDF| Online
- 2024 Expense Reimbursement and Check Request Form
- 2024 Expense Reimbursement Training Packet
- Treasurers Monthly Report Supplemental Instructions
- Credit Card Usage Policy – Example (PDF | Word)
- Sample Chart of Accounts
- Remittance Form
- Manual of Business Methods in Church Affairs
- Episcopal Diocese Of Northern California Canons
- Episcopal Diocese Of Northern California Constitution
- IRS 501 (c) (3) Exemption Letter
- Sample Facility Use Agreement
- Sample Petty Cash Voucher
- Click here for more!
- Investment Fund Policy & Statement
- Investment Agreement Form for New Accounts
- Investment Agreement & Form for Additional Deposit
- Investment Fund Transfer Or Withdrawal Form
- Account Under $500 Withdrawal/Transfer Form
- Download the Parish Loan Application Instructions
- Download the Clergy Loan Application Instructions
- Investment Funds A, B, C Quarterly Reports
- Access Individual Church Statements Online
Bishop’s Forms
- Ordination Manual
- Ordination Process flowchart
- Guidelines for Sponsoring Clergy
- Regional Discernment Guidelines
- Endorsement Of Application For Postulancy
- Application for Admission to Candidacy – Postulant’s Application
- Endorsement of Candidacy for Holy Orders form
- Ordination to the Diaconate
- Endorsement of Ordination to the Diaconate
- The Transitional Deacon Experience
- Application for Ordination to the Priesthood
- Endorsement of Ordination to the Priesthood
- Application for Holy Orders
- 2024 Employee Enrollment Form
- CPG Employee Application For Combined DC Plans
- CPG Beneficiary Designation Form
- CPG Retirement Savings Plan Form (RSVP)
- 2023-2024 Active Employee Plan Rates
- 2023-2024 Active 65+Employee MSP Plan Rates
- 2024 Medical Plan Comparison Chart
- 2024 Dental Plan Comparison Chart
- 2024 RX Plan Comparison Chart
- 2024 Vision Plan Comparison Chart
- Active Lay & Active Clergy Hearing Benefits – CPG
- Retired Lay & Retired Clergy Hearing Benefits – CPG
- Retiree Resources
- Employee Assistance Program (EAP) brochure for Lay Employees
- Employee Assistance Program (EAP) brochure for Clergy
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- Episcopal Diocese of Northern California Property Sell Process
- Episcopal Diocese Of Northern California Canons
- Episcopal Diocese Of Northern California Constitution
- The Episcopal Church Constitution and Canons
- Request a for Certificate of Insurance
- Introduction to Templates (Read First)
- Sample Facility Use Agreement
- Agreement Regarding Restrictions on Real Property
- Amendment to Articles of Incorporation
- Articles of Incorporation
- Mission Bylaws (Long Form)
- Mission Bylaws (Short Form)
- Parish Bylaws (Long Form)
- Parish Bylaws (Short Form)
- The Episcopal Church Building Fund
- Property Tax Exemptions for Religious Organization
- Church Sponsored Activities Fact Sheet
- Diocesan Guidelines for the Use of Alcoholic Beverages
- Safety Manual
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- Safe Church Policies For Children
- Child Abuse Law
- CA Child Protective Services Emergency Numbers
- Clergy as Mandated Reporters Of Child Abuse
- Covenant For Sexual Responsibility
- Field Trip Permission Form
- Permission For Minor To Travel
- Record Of Contact Child
- Screening Form For Children Or Youth Work
- Secondary Screening Form For Children And Youth Ministry Workers
- Background Check Info
- Screening Form Exploitation
- Record Of Contact Exploitation
- Note Of Concern For Training
- Exploitation Prevention Policy
- Elder Abuse Reporting Guide
- Covenant For Sexual Responsibility
- Code Of Conduct
- Domestic Violence Clergy Training
- GC Resolution A156 Appendix B Sexual Misconduct Exploitation
- Safe Church Policies For The Prevention Of Harassment
- Safe Church Policies For Children
- Vehicle Driver Form
- Training Record