POLICIES AND PROCEDURES MANUAL
Diocese of Covington
Fiscal Policies & Procedures
Standardized Chart of Accounts
Agreed Upon Procedures Audit
Agreed Upon Procedures Audit Program
Internal Control Questionnaire
Alcoholic Beverages – Parish Events Auctions and Raffles
Bank Accounts and Bank Reconciliations
Building Commission Policy (see Project Planning Procedures Manual)
Business Manager Job Description – Sample
Capital Improvement Projects (see Project Planning Procedures Manual)
Capital Project Financial Summary Template
(Above template is required for all capital projects that require borrowed funds)
Charitable Gaming
Raffle Games – Policies and Requirements
Reporting & Withholding Requirements – Charitable Gaming
Diocesan Restrictions Charitable Gaming
Kentucky Charitable Gaming Regulations Information
IRS Publication 3079 – Tax Exempt Organizations and Gaming
Collections
Collection Counting Procedures – Sundays & Holy Days
Collection Count Sheet Control Log
IRS Publication 526 – Charitable Deductions
IRS Publication 1771 – Charitable Contribution Disclosure Requirements
Employee Policies – See Payroll and Personnel Policies
Festival and Parish Events Policy
Hall and Facility Policies
Special Events – Guidelines & Application Form
Security and Emergency Response Policy
Risk Management – Best Practices Manual
Information Technology (IT) Policy
Insurance Policies & Requirements
Catholic Mutual Training Webpage:
CMG Connect – Registration Instructions
Property Self Inspection Report
Request for Certificate of Coverage Form
Risk Management Best Practices
Unaffiliated Organizations Operating within the Diocese
Internal Control – Segregation of Duties
Payroll and Personnel Policies
Payroll – Centralized Office and Operations
Payroll – Manual Payroll Check Process
Personnel – Employee vs. Contractor
Personnel – Exempt vs. Non-exempt (FLSA)
Personnel – Family Medical Leave Act
Political Activity Prohibition
USCCB – Political Activity and Lobbying Guidelines
Priest Compensation & Taxation
Reimbursement of Business-Related Expenses
Personal Business Expenses – Sample
2019 Reporting Package Sent to Parishes
2019 Parish Annual Financial Report – with formulas
2019 Parish Annual Financial Report – without formulas
Sale or Long-Term Lease of Property
Secondary School Fund Assessment
Vehicles
Vehicle Safety Policy Amendment
Employee Driver Application Form
Private Vehicle Use Applicatrion
Vehicle Insurance Change Request Form
Priest Vehicle Insurance Coverage Form
All work related injuries must be report to Church Mutual via the Nurse Hotline (at time of injury) or the First Report of Injury (if reported after the time of injury).
Workers Comp First Report of Injury or Illness – Fillable pdf form
Workers Comp First Report of Injury or Illness – Non-fillable pdf form