Lucy Deakin & Chris Gould Tuesday 14th February 2017

Slides:



Advertisements
Similar presentations
1 Journeying Together. THE WIDER WORLD A VISIBLE PRESENCE FAITH AND VALUES WORSHIP.
Advertisements

Treasurers’ Day 19 September 2014 Diocesan Budget Process.
Parish Share and Common Fund. Where does our Parish Share go ? The Parish Share of just under 500 parishes Amounted to £9.5 million (2014 Budget) Other.
Stewardship Our Parish Finances... Not Good! Cost of Running our Church £70,700 (Excluding Charitable Giving ) Income Planned Giving £38,700 Income.
Vestry Information Lynne Usher. Introduction Lynne Usher Ministry & Clergy Administrator ANGLICAN DIOCESE OF AUCKLAND T I F PO.
Hardington Vale – our story. ACCOUNTS Setting the scene The journey so far  Historical  Vision  Issues  Types of accounts Hardington Vale Accounts.
Diocese of Bristol | Parish Officer Training 2014 PCC Treasurer core training Matthew Hall Finance Manager.
LBA – London Baptist Association London Baptist Association BUGB Mission Grants Training Presentation
SORP 2005 Statement of recommended practice. Contents What is changing What is changing SORP 2005 SORP 2005 Charities Act Charities Act Trustee responsibilities.
Procurement Card Presented By: Denise Matias, CAH February 1, 2012.
Financial Update George Colville Diocesan Secretary.
General Synod Elections 2015 Lunchtime Briefing Julian Hills – Diocesan Secretary.
Allocations Fall 2011 Peter Kipp, SGA Treasurer. Requirements  Be a registered student organization per Campus Activities Center  Attend an Information.
Clergy Terms of Service. BISHOP’S TRAINING DAY FOR CLERGY An opportunity to hear about and ask questions on the new Clergy Terms of Service legislation.
The Pastoral Measure 1983 Frequently Asked Questions.
The Diocesan Budget Explained 2016 Supporting the mission and ministry of the Diocese of Rochester
Treasurers’ Day 19 September 2014 Bath & Wells Diocesan Board of Finance Changing Lives, Changing Churches for Changing Communities.
Facts and stats about the Church of England
Parochial Fees Sally Westlake Table of Parochial Fees Fees belong to the DBF from 1/1/13 Fees are based on costs of ministry, making the church.
Website and expenses information. New website At the following link:- Go to – Click “Co-operative.
Faculty Finance Office Faculty of Environment Faculty Finance Office Introduction What we do Provide a central point of contact for all financial queries.
Common Fund and Parish Share.  Common Fund is the sum of all Parish Shares  We anticipate raising £9.5 million in 2015  80% of budgeted DBF income.
Parochial Fees Jessica Cook. The Table of Parochial Fees Fees legally belong to the DBF Fee levels increase each year Fees are based on costs of ministry,
1 TREASURERS’ WORKSHOP Roles & Responsibilities. 2 Key Responsibilities (Things you have to do)  Keep accurate books and records for the PCC  Prepare.
Allocations Spring 2013 Ethan Scott, SGA Treasurer.
1 FINANCIAL CONSULTATIONS 2015 Welcome. Quick Updates Pension Auto enrolment New Charity SORP New Parish Share leaflet 2.
COMMON PURPOSE Survey Results and the way forward.
Quantum Electro Dynamics Electrons (tiny things moving from place to place and doing amazing jobs) BLACK HOLES! Heisenberg’s Uncertainty Principal.
Quarterly reportback on Diocesan Affairs
Welcome to Florida Gulf Coast University Payroll Timesheets 101
RESEARCH FOUNDATION E-TIME REPORTING ESF’S SUPERVISOR TRAINING
Impact Aid Training September 25, 2017.
Division Finances: Aligning Resources with Goals
Learning Outcome Interview clients and obtain the necessary information to arrange a funeral Criteria for Assessment Interview a client, and.
IUP Travel Card Training
GIFT DEPOSITS To Report a Cash Gift Received by a Department
Common questions and queries
Determining the Assessment
Chapter THREE Life Insurance And Annuities
Travel Authorization -step by step-
Contract Basics For State Agencies.
Parochial Church Council & Synod Members Orientation Summit
Reserves, Provisions and Dividends
Assistantship Offers Tutorials
Create an Expense Report
Create an Expense Report
IN THE DIOCESE OF BRANDON
Presented By: Denise Matias, CAH February 1, 2012
our guide to parish share
Investing in good health at work
Things Financial +.
Community buildings in a changing landscape
What on earth are we here for? (and other existential questions)
The Diocesan Budget Explained 2014
Financial Management & Reporting for Local/National Civil Society Organizations Day 02, 01 November 2017.
Presented by Internal Audit Department
Diocesan Accounts 2012 supporting the mission and ministry
Proposal for a new approach to MMF
Resources.
CTE Administrative Internship Program January 18, 2008
Structure of the PCC The PCC will be responsible for the whole parish as defined in the Constitution of the Church in Wales. The membership shall consist.
United Nations Voluntary Fund on Disability (UNVFD)
Things Financial +.
Taking Funeral Instructions from a Client
SFA Planning Training.
GENEROUS CHURCHES MAKING AND NURTURING DISCIPLES
Welcome Year 10 Work Experience Information Evening 10th January 2019.
Reports Welcome to the Finance video on reporting.
Churchwarden Training: Parsonage Houses
Presentation transcript:

Lucy Deakin & Chris Gould Tuesday 14th February 2017 Parochial Fees 2017 Lucy Deakin & Chris Gould Tuesday 14th February 2017 Welcome all and thank you for coming Introductions to Lucy & Chris

Parochial Fees Fees legally belong to the DBF Fee levels increase each year Fees are based on the costs of ministry; making the church available; routine administration and lighting PCC / benefice usually handle payments and pass across to the DBF its share at ideally monthly or quarterly intervals LUCY These are PRIORITY before Parish Share and a legal requirement

The PCC element PCC fees have been calculated to include a location/building element based on national statistics for the overall costs of repairs and maintenance of church buildings and the number of hours in use. Also included is an element for administration and cost of lighting. LUCY

Extras that can be charged Heating Services of a verger Services of an organist, choir or bell-ringers Sheet or recorded music that has to be specially purchased The provision of recorded or taped music The taking of films, video or sound recordings Flowers Special furnishings LUCY

Bishops’ Guidelines These work alongside the fees and cover the majority of queries and idiosyncrasies which may arise in determining the fees A copy has been sent to all treasurers, first church wardens, PCC secretaries/administrators, Incumbents, retired clergy and funeral directors in the Diocese. LUCY Most Questions are answered in these guidelines

How it works All services recorded on 1 page Excel spreadsheet automatically totals amount at the end to save carrying forward any subtotals as before. Ref/Code - This is based on a 'building blocks' idea so hopefully it makes it easier to work out which fee applies to the service. This is aimed specifically at funerals and burials which have the most combinations and can often be confused. Each service should be recorded on a separate line, so for example Mr White had a funeral service and was buried the same day, therefore: F (Funeral) £98 BCH (Buried in Churchyard) £12 LUCY – MORE examples on animation

LUCY

Worked examples Date Ref* Name Church Name of Officiant Retired Clergy Fee £ PCC Fee £ DBF Fee £ 01/04/16 M Smith / Jones St. Lucy's Rev. I M Jollie - £231.00 £193.00 06/04/16 F White St. Lucy's Rev. I M Jollie - £84.00 £98.00 06/04/16 BCH White St. Lucy's Rev. I M Jollie - £113.00 £12.00 21/05/16 M Green / Brown St. Lucy's Rev. I M Jollie - £231.00 £193.00 03/06/16 FCRB Mason St. Lucy's Rev. I M Jollie - £28.00 £154.00 09/06/16 VT White St. Lucy's Rev. I M Jollie - £56.00 £12.00 21/06/16 WC Black St. Lucy's Rev. Cheerful - £29.00 £12.00 LUCY Please note the White funeral and burial on the same day are on separate lines and the monument is listed further down The Funeral Cremation INCLUDING Burial in cemetary This is very different from a Funeral Church Service (F) £98 followed by a cremation (CR) £26 immediately before or after the service and a burial of ashes in the churchyard ACH £12 (which grand totals £134) or cemetery BCM £26 (which grand totals £150). £0.00 £772.00 £674.00

Retired Ministers with PTO Funeral Directors have been instructed to make all payments to the PCC/benefice Retired Ministers will approach the PCC/benefice for their apportionment of fees and travel expenses Should the Retired Minister refuse a fee, then the whole fee (excluding the PCC element) is payable to the DBF LUCY – PLEASE NOTE Retired clergy fees - £32.50 this year

Worked examples – Retired Ministers Date Ref* Name Church Name of Officiant Retired Clergy Fee £ PCC Fee £ DBF Fee £ 28/05/16 M Baker / Clarke St. Lucy's Rev. Cheerful £129.00 £231.00 £64.00 15/06/16 F Black St. Lucy's Rev. Cheerful £65.00 £84.00 £33.00 20/06/16 BACHS Black St. Lucy's Rev. Cheerful £25.00 £113.00 £13.00 21/06/16 WC Black St. Lucy's Rev. Cheerful - £29.00 £12.00 LUCY Wedding is pretty straight forward in the split out, as is a standard funeral, however as you will see, Black had a funeral on one day, and Burial of cremated remains in the churchyard on a separate on separate day, so is listed as such. Monuments do not have a clergy fee as such, so you will see that the split out is thus. £219.00 £457.00 £122.00

Waiving Parochial Fees The Incumbent or Priest in Charge (P-in-C) has the right to waive the DBF fee “in a particular case”* The DBF will have to find the additional fund for stipends elsewhere The Incumbent or P-in-C has also the right to waive the PCC fee after consulting with the CWs PCCs will approach the Rural Dean in the case of a vacancy * This means that the Incumbent/P-in-C cannot issue a general, blanket waiver of fees in the parish. LUCY

Vacancy Claims Detailed information will be sent at the beginning of a vacancy Vacancy Claims for Sunday or Weekday services – max 4 services per week. Forms completed monthly Fees can not be paid to Stipendiary clergy, House for Duty priests, self supporting ministers (SSMs), Chaplains or Readers House for Duty Priests are treated the same as stipendiary clergy CHRIS

CHRIS

Clergy Sickness Cover Fees for casual duty and travel expenses are payable by the DBF for a period of eight weeks commencing at the beginning of the fifth week from the time that an Incumbent is ill. These fees are not payable to stipendiary clergy, SSMs, Chaplains or Readers, although they may claim travel expenses. It is the responsibility of the churchwarden arranging the service to ensure that any visiting clergy have PTO. No payment will be made by the DBF to visiting clergy who do not have PTO. CHRIS

Fees – Recording and Accounting Recording and handling fees Does not have to be done by the treasurer …but if not, info should be provided to the treasurer Not usually done by the incumbent Accounting for fees Only the PCC element appears in the PCC’s income / receipts total in the annual accounts The amounts payable to the DBF and – if applicable – a retired clergyperson do not appear in income / expenditure CHRIS

Best Practice Frequency of returns Payments – BACS,CHQ reference Parish + Fees Bishops Guidelines Mistakes can be rectified and reconciled – contact Lucy (details on final slide) Ideally a service per line rather than multiples added together as it is easier to see if there has been an over/under payment LUCY Frequency - Busy churches monthly, but ideally the majority is quarterly.

Fee Audits Every year a selection of 12 PCCs are selected for an annual fee audit (some randomly and some on a risk basis) The DBF officers will be comparing PCC records with the PCCs for completeness and accuracy It is hoped that they will assist the PCCs with good practice and record keeping Queries are followed up shortly after each audit and any necessary recommendations made CHRIS

FAQs Two bodies in one plot or an additional body in a pre-existing plot Other denominations Readers Banns & Renewal of vows CHRIS & LUCY 1. This comes under section 3.5 of the Bishops Guidelines: “If a burial is made in the churchyard in an existing plot, the PCC fee is not payable; the PCC fee is primarily used for the upkeep of the plot and it would have already been paid at the time of the first burial. “ 2. Similarly 3.5 of the guidelines states “If there is no CofE Minister officiating the burial, there is no prescribed DBF fee.” 3. Do not receive fees 4. Renewals – no set fee, it depends on the size of service and PCC’s discretion. Banns only have a PCC fee

Thank you.. For attending the training, and for all of your hard work in your role. For any feedback on the evaluation form – please can you fill in before you leave CHRIS & LUCY

Any questions? All fee tables, Bishops’ Guidelines and leaflets are available on the diocesan website: www.bathandwells.org/supporting- parishes/finance/for-treasurers/parochial-fees Or you can contact the office: lucy.deakin@bathwells.anglican.org / 01749 685279 yvonne.thompson@bathwells.anglican.org 01749 685126 LUCY & CHRIS Thank you for coming. FEEDBACK form