This page includes resources for congregation audits, debt policy, discretionary funds, a link to the Manual of
Business Methods in Church Affairs, and the schedule of key report due dates.
Policy for Missions Expending Money
This policy outlines the requirements for missions requesting to expend funds
Endowment & Spending Policy
The form outlines the endowment and gift acceptance policy for the Episcopal Diocese of Oklahoma.
Audit Guide
This document lists the
requirements from the Diocesan Canons for congregation audits.
Audit Questionnaire
This is what
each congregation must complete in order to complete the required annual audit.
Risk Assessment Form
This form is to be completed on an annual basis by the
vestry in order to ensure that the church has procedures in place in order to
mitigate those significant risks which could have an adverse effect on the
church and its operations.
Records Retention Policy
The policy is to be used as a guideline for congregations, to provide assistance in determining which records to keep, and the
period of time each record should be kept.
Congregation Debt Policy
This
explains the guidelines and requirements prior to any congregation incurring any type of debt.
(Including,
but not limited to: lines of credit, mortgage, promissory note, etc.)
Manual of Business Methods in Church Affairs
Manual of Business Methods in Church Affairs
This is a resource provided by The Episcopal Church
to identify requirements and provide helpful advice on the topics of sound and practical internal
controls, accounting guidelines, business practices, and more.
Schedule of Key Report Due Dates