Financial Policies and Procedures Manual

Financial Policies and Procedures Manual2025-03-05T15:42:32-05:00

Financial Policies and Procedures Manual

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List of Appendices to Financial Policies and Procedures Manual

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Accounting	Glossary of Basic Accounting Terms Month End – Fiscal Year Closing Procedures Checklist for Monthly Closing of ParishSOFT Accounting 2024 Proper Use of Transfer Accounts Chart of Accounts-REVISED 08-2015 Chart of Accounts Categories and Departments Revised 06-2015 Internal Controls Over Cash
Accounting Sample Forms	Deposit & Loan Withdrawal EFT Form 11-2020 Deposit & Loan Deposit EFT Form 11-2020 Second/Special Collections Remittance Form Special Collection Crusade for Children Transmittal Form Parish Endowment Form School Endowment Form Cemetery Endowment Form Stock Donation Form Frequently Asked Questions About Serving Alcohol Fraud Suspicion Report Conflict of Interest Disclosure Statement for Councils and Boards Check Request Form Deposit Form Collection Count Form Contribution Acknowledgement Sample Deposit and Loan Parish-School Transmittal Form Guideline of Parish Sponsored Boy Scout Packs and Troops
Accounting Reports	Pastoral Center Six Month Reports Checklist Fiscal Year-End Report Due Pastoral Center for Parish and School Parish Assessment Worksheet pdf/EXCEL Regional Schools Assessment Worksheet pdf/Excel
Audit	Internal Control Questionnaire Personnel Review Worksheet Archdiocese Audit Process
Personnel Sample Forms/Reports	Determination of Employee Status Government Reporting Requirements for Employees and Non-Employees Employee Personnel Files Checklist Expense Report for Mileage and Meals Reimbursement (Starting 7-1-2023) Expense Report for Mileage and Meals Reimbursement (Starting 7-1-2024) Conference & Meeting Travel Expense Report (Starting 7-1-2023) Conference & Meeting Travel Expense Report (Starting 7-1-2024) Pastor Change Checklist Political Activity Letter Catholic Conference of Kentucky
Facility and Property Forms/Agreements	Non-Employee Accident Form Volunteer Drive Form Facility Usage – Indemnity Agreement Special Events Form Construction Contract Addendum Lease Addendum AIA Contract Addendum-Changes Unaffiliated Organizati on Agreement Catholic Mutual Application for Special Events Coverage (Usage Form) Guidelines for Parish Festivals Festival-High Risk Events Best Practices Checklist Residential Lease Draft Template Commercial Lease Draft Template Archdiocese of Louisville Safety Checklist