- All
- Clergy
- Communications
- Convention
- Finance & Administration
- Human Resources
- Lay Licensing
- Multicultural Resources
- Safe Church
- Vestry
- Youth
- Weddings
In this section:
Annual Reports
2019 Annual Declaration of Pastoral Care
2019 Annual Non-Parochial Clergy Report
2019 Instructions for Parochial Reports
Licensing
License to Officiate Canon* (incorrect executive assistant to the bishop)
Liturgical Resources
Diocesan Cycle of Prayer Advent 2019-20
Instructed Eucharist from Del Mar
Quinceañeras & First Communions* (old logo; “Obispo Mathes” referenced
Instructed Eucharist from Encinitas*
For Deacons
Deacon Presentation to Diocesan Convention 2015*
Eucharist & Reserved Sacrament
Other Liturgies and Pastoral Offices
Clergy Finance & Administration
Guidelines for Episcopal Visitations 2020 – 2021
Report on Clergy Compensation*
2017 Annual Pastoral Care Form*
Housing Allowance
In this section:
Parochial Report Filing Instructions
Church Officer Data Collection Form
Audit Workbook
2016 Congregational Audit Workbook*
2016 Congregational Audit Workbook*
Employee Benefits
Executive Council 2019 Resolution
2020 Health Care Comparisons with Pricing
Executive Council Resolution on DHP* (missing file)
Starting a Wellness Committee* (2011 external publication)
How to Put Together a Health Fair* (2011 external publication)
How to Promote Healthy Choices at Meetings* (2011 external publication)
How to Start a Walking Program * (2011 external publication)
Employee Assistance Program Brochure
Unemployment and Disability Insurance
Attachment 1: Fax Requesting to Join State Insurance Program*
Attachment 2: Response to Inquiry*
Attachment 3A: Memo to Clergy*
Attachment 3B: Memo to Lay Employees*
Attachment 4A: Selection of Financing Method*
Attachment 4B: Application for Unemployment and Disability Insurance*
Jubilee Centers
Becoming a Jubliee Center* (broken link inside doc)
Jubilee Application* (doc from 2009; is there a newer version?)
In this section:
On these pages you will find resources to help you run an Episcopal church effectively. The diocesan personnel committee has created templates to help simplify your processes. If you have any questions, please contact The Rev. Kirby Smith ksmith@edsd.org .
HR Audit* (I’m not sure if this is out of date)
HR Manual* (old logo, and scanned docs, and old w4 and i9)
Index of Materials
EDSD Personnel Handbook* (2017)
Hiring and New Employees
Hiring
- Job Description
- Job Application
- Guide to Pre-Employment Inquiries
- Background Check Application
- Sample Job Offer
New Employee Paperwork
- Sample new employee checklist
- Employee orientation
- Forms: W-4, EDD Employee Withholding, I-9
- Emergency Contact Information
- Employee Group Medical and Dental Enrollment Form (provide to employees working more than 1000 hours per year)
- Lay Employees Defined Contribution Retirement Plan Application for Membership (provide to employees working more than 1000 hours per year)
- Direct Deposit form
- Predesignation of Personal Physician
- Predesignation of Chiropractor or Acupuncturist
For Employee’s Information
- Time of Hire Information (Workers’ Compensation)
- Notice to Employees (Labor Code 2810.5)
- Employee Assistance Form Brochure
- Safeguarding God’s People; Rights of Victims of Domestic Violence, Sexual Assault and Stalking; Harassment, Discrimination and Retaliation Prevention Policy
- Holidays of the Current Year (Sample)
- Paid family leave DE2511, Disability DE2515 State Disability Pamphlet (Only give these forms if your church participates in the state unemployment and disability program)
Employee Management
Evaluation Forms
Progressive Discipline (Documentation of Verbal and Written Warnings)
Employee Termination
a) Checklists
- Termination Checklist
- Termination Checklist Explanation
- Lay Church Pension Group (CPG) Checklist
- Clergy CPG Checklist
b) Final Paycheck Worksheet & Acknowledgement
c) Notice of Change in Employment Relationship
d) Exit Interview
e) Employee Termination Record
f) Unemployment Benefit Information Form 2320 (If church participates in unemployment insurance)
g) Notice to Terminating Employees: Health Insurance Premium Payment (HIPP) Program
Background Checks
Praesidium Background Checks
Nine Things You Need to Know
Background Check Suggestions
Volunteer Resources
Volunteer Agreement Template* (references Bishop Mathes)
Volunteer Agreement Template* (references Bishops Mathes)
Independent Contractors
Independent Contractor Agreement Instructions
Independent Contractor Template* (missing document)
Independent Contractors
In this section:
General
Latino/Hispanic Leadership Training Process
Designing a Bilingual Service – Anthony Guillén
Mission Development and Formation – Tom Callard
Simple Eucharist (Arabic and English)
Book of Common Prayer in Other Languages
Recursos para Ministerios Latinos de Episcopal Church Foundation
Acción de Gracias por Cumpleaños
Presentación por una niña al cumplir tres años. San Felipe de Apóstol, Lemon Grove
Other Resources: Bilingual
Día de Navidad (Christmas Day)
Estación de Epifanía (Epiphany)
Domingo de Ramos (Palm Sunday)
Estación después de Pentecostés (Season after Pentecost)
Padre Nuestro (The Lord’s Prayer)
Quinceañeras
Rito 13 servicio (on Google Drive)
Quinceañera y Primera Comunión
Quinceanera and First Communion Resources 2015 (English)
Primera Comunión
In this section:
General Resources
Finance and Admin PowerPoint* (2015 and contact info Julie Young)
Vestry Best Practices* (contact info is Allisyn Thomas)
Vestry School PowerPoint* (absolutely everything is out of date)
Church Property Resources
Property Usage Guidebook 2016*
Procedures for Diocesan Property Grants and Property Improvements* (2016)
Minimum Insurance Guidelines* (2016)
San Diego Diocese Energy Efficiency Program* (old logo)
Find, Fix, Save Energy and Operating Cost Reduction* (old logo)
Disaster Planning
Disaster Plan Basic Template* (old logo; Bishop Mathes reference)
Comprehensive Preparedness Planning Guide* (2013)
Sample Crisis Management Plan* (2012)
Seasons of Resilience* (page is removed)
Episcopal Asset Map* (missing link)
Disaster Preparedness Workshop Presentation* (old logo)
Church Active Shooter Presentation* (not our presentation; should we be hosting it? 2017)
Mutual Ministry Reviews
2015 MMR for Bishop Mathes and Diocesan Staff*
