Access to parish Registers
Bishop's Chaplain Instructions
Appointment Process
Clergy Evaluation
Licences and Letters of Permission for Retirees
Notification of absence
Honorarium for Worship Services
Transfer between dioceses
Guest Ministry (National Bishops’ Policy)
Driving Children and Youth to Church Related Activities
Employee Assistance Program for Clergy and Lay Incumbents
Executive Committee
Finance
Marriage for Unbaptized Persons
Ordination
Postulancy
Property
Anglican Worship space and other denominations
Confirmation and Episcopal visits
Reserved Sacrament
Origin: Executive Committee Policy
Date: Revised November 2002, November 2006
This policy governs the serving of alcohol at parish functions and/or on church property. Nothing in this policy is intended to impose upon any person who resides on church property (or upon any such person's family) a standard of behaviour different from that imposed upon a person who does not reside on church property (or upon any such person's family).
In view of recent litigation relating to the responsibility of people and organizations sponsoring events where alcohol will be served, the following directives must be observed when associated with church events and/or facilities.
1. The event, including the rental of or other use of church property, must be held in compliance with the Liquor License Act Ontario RSO (1990), the Smart Serve Ontario Dos and Don’ts, and common law negligence principles.
2. The parish must ascertain that at any event at which alcohol is served, all bartenders/waiter are certified by Smart Serve Ontario.
3. The parish must inform Aon Reed Stenhouse Inc. of the details of the event and be guided by their instructions if any.
Church event not held on church property
Church event held in licensed premises
4. Such events, wherever possible, are to be held in licensed premises, and the owner of the premises must control the bar facilities.
5. The parish must confirm that the premises where the event is to be held has a liquor license, where required by law and policy, and that sufficient numbers of people are available to assure compliance with the items in point #2 above.
Church events not held in licensed premises
6. The church event coordinator must obtain a Special Occasion Permit at least thirty (30) days prior to the event.
7. All persons serving alcohol must be certified by Smart Serve Ontario.
Non-church events held on church property
8. Any individual or group that wishes to serve alcohol at an event to be held on church property must be encouraged to seek an alternate venue for the event.
9. The individual or group that wishes to serve alcohol at an event to be held on church property MUST obtain a Special Occasion Permit and show it to the Corporation of the Church at least thirty (30) days prior to the event. As per permit regulations, no alcoholic beverages other than those purchased on the permit will be brought onto the property.
10. Notwithstanding #8 above, the group or individual using the church property must complete and sign the "Agreement for Use" form issued by the Diocese of Algoma and pay the appropriate usage fee before the event.
11. Parish representatives and the user group or individual must review the Anglican Church of Canada Individual & Group Users 2006 Liability Insurance Program Summary as issued by Aon Reed Stenhouse Inc. and make the appropriate application for insurance (in the amount of at least $2,000,000), where the group or individual does not already carry a policy of insurance complying with clause 9 of the Diocesan Licensee Agreement for the Use of Church Premises.
Origin:
Executive Committee Policy
Date:
November 2001
This policy has been adopted and placed in force by the Executive Committee of the Diocese to govern the way apportionment is calculated as a percentage of "parish income from open offerings and identifiable offerings toward the operating expenses ...".
Parish monies that are exempt from apportionment are
1. Rental income, investment income, and grants from the Diocese or other parishes;
2. Income from the fund raising activities of the parish, and official parish organizations such as the ACW, men’s organizations, youth groups, etc.
3. Flow-through givings to other registered charities or overseas mission activities;
4. Special appeals for major capital expenditures;
A capital expenditure is:
1) Any new building or structural alteration of a church, rectory, or parish hall, regardless of cost;2) The replacement of an existing item, piece of equipment or structure with an expected life of more than five years, or cost of 10 percent or more of parish apportionment.
5. Special projects which have been authorized by the Diocesan Executive Committee (Income applied to the salary component of a curacy, internship, Church Army officer, youth worker, or pastoral worker, if authorized by the Bishop are deemed a special project by the Diocesan Executive Committee.) Refer, as well, to the Curacy Exemption Policy.
6. Borrowed funds for operational or capital purposes.
7. Funds generated from the sale of capital assets.
8. The capital of bequests / endowments for special purposes designated by the donor
9. GST and PST rebates
Any monies held outside of the operational budget for whatever purpose must be fully disclosed and reported to the Diocesan Treasurer annually with the annual returns.
Amounts that are not exempt from apportionment
The capital from any reserve or trust which is brought into income and spent on operating expenses is assessable.
Origin: Executive Committee Policy
Date: April 2003
The policy grants the following exemptions to a parish that has a curacy:
1. Exemption from apportion of income raised from special projects/appeals for the salary component of a curacy will be:
a. First full calendar year – 100%
b. Second full calendar year – 66.7%
c. Third full calendar year – 33.3%
Where the curate is engaged part way through a year, the aforesaid income shall also receive a 100% exemption for the part year.
2. The apportionment to the parish in respect of the year during the initial and subsequent years of the engagement of the curate shall be the greater of:
d. The apportionment as calculated in the regular manner taking into account the aforesaid exemptions, and
e. The average of the apportionment for the three years immediately preceding the year of the engagement of the curate.
The foregoing assistance to a parish shall normally not be available again to that parish until seven years have passed since this assistance was last received by that parish.
Origin: Bishop’s Policy
Date: Revised September 2002
To assist the Bishop as assigned. These duties include:
1. To represent the Bishop in the Deanery when the Bishop cannot be present.
2. To take first responsibility for personnel crises in the Deanery in consultation with the Bishop.
3. To participate in regular meetings of the Bishop, Archdeacons and the Dean.
4. To foster and promote a harmonious working of Deanery life.
5. To advise Concurrence Committees in accordance with the guidelines for Concurrence Committees.
6. To arrange coverage for churches without incumbents in consultation with the wardens.
7. To field questions from clergy and lay leadership that do not need to be referred to the Synod Office.
8. To advise the Bishop when serious matters are emerging in the life of any congregation in the Deanery and at the direction of the Bishop to intervene in cases of serious parish conflict.
9. To be a pastoral link with, and for the Bishop, to the clergy in the Deanery and their families.
10. To develop with the Bishop and the other Archdeacons beneficial crisis intervention strategies and teams.
11. To give the Bishop's Administrative Assistant advance notice of upcoming Celebrations of New Ministry which require mandates and licences signed by the Bishop so that these can be prepared and forwarded in a timely manner.
12. To keep a record of vacation and other out-of-parish plans of clergy in the deanery.
13. To maintain contact with retired clergy in the Deanery.
14. To maintain fax capability using a dedicated fax line, and in a confidential location.
Origin: Executive Committee Policy
Date: Revised November 2002
Much of the diocesan archives collection is held at the Laurentian University Archives in Sudbury. This includes most of the parish holdings of Service Registers containing entries for baptisms, confirmations, marriages and burials. The following Search Request Form is used to request information from the Algoma diocesan collection in the University Archives. There is a $20.00 fee for this service. Payment must be in the form of a money order and must accompany this Form when the request is submitted. Cheques will not be accepted, and requests accompanied by them will not be processed.
Search request: Baptism, Burial, Marriage, Parish History
Please send the completed form, along with the money order to:
The University Archivist,
Laurentian University,
Ramsey Lake
Road,
Sudbury, Ontario P3E 2C6
Further inquiries can be made by contacting the University Archivist at:
Telephone: 705-675-1151, extension 3306 Fax: 705-675-4877
Archives
1.1 Requests to view parish registers for an individual’s own records will be granted upon due identification.
1.2 Requests to view parish registers from a third party will be granted upon due identification under the following conditions:
1.3 Requests to view parish registers from a third party for records that are less than the time frames stated in 1.2 will be granted upon due identification under the following conditions:
If the above conditions do not apply to the requester, the permission from a valid third party must be obtained prior to making the request to the Diocesan Archives and proof of such permission must accompany the search request.
Origin: Executive Committee Policy
Date: March 1999
Diocese of Algoma Archives
1. Purpose of the Collection
The Diocese of Algoma Archives exists as a collection in order to maintain and preserve the history of the Diocese, its organizations and parishes.
2. Goals of the Collection
2.1. To maintain the collection in a suitable environment so that documents can be preserved for future use.
2.2. To provide access to the historical records of the Diocese.
2.3. To provide the resources for research, both scholarly and private.
2.4. To provide information to parishes and parishioners in response to specific requests.
3. Responsibility for the Collection
3.1. Diocese: Ownership of the Archives of the Diocese of Algoma is retained by the Diocese. They are held and managed by Laurentian University Archives as per the joint agreement between the Diocese and Laurentian University.
3.2. Diocesan Archivist.
3.2.1 The Diocesan Archivist has the responsibility for the acquisition of materials for the Archives, including locating and retrieving such material.
3.2.2 The Diocesan Archivist also has the responsibility for developing and administering any policies pertinent to the Archives Collection, within the context of the joint agreement.
3.2.3 As per Section 2.5 of the joint agreement between the Diocese and the University, the Diocesan Archivist will have the responsibility of forwarding to the University Archives all materials designated for the Diocesan Archives. Therefore, all materials designated for the Archives will be submitted to the Diocesan Archivist.
3.2.4 Other duties as prescribed by Canon B-4 of the Diocese.
3.3. Laurentian University: Section 3 of the joint agreement between the Diocese and the University outlines the Obligations and Privileges of the University.
4. Types of Materials in the Collection
- parish cemetery, or memorial garden records4.1. General definition. In general terms, materials that should be kept in the Archives include documents:
- - that are useful to a future historian,
- - that contain information that will help to resolve disputes,
- - that contain information that has a legal value,
- - that reveal something of the essential character of the Diocese and its parish families,
- - that contain key or critical parts of the Diocesan history,
- - that contain statistics about growth and composition,\
- - that contain unusual insights into the roles of clergy and lay,
- - that contain essential information about major organizations and projects within the Diocese and its parishes,
- - that contain biographical information of key people.
4.2. Materials to be included. The following is a list of the types of materials to be included. While not an exhaustive list, it will provide a guideline for determining what should be considered as part of the Archives Collection.
4.2.1. Diocese
- - Bishops' papers
- - Register of Episcopal Acts, Ordinations, Confirmations, etc.
- - Register of Licenses
- - Registers of the deeds or Property registers of the Diocese
- - Constitution and Canons
- - Journals of Synod meetings
- - Minutes of Diocesan Executive meetings
- - Diocesan newspaper
- - Reports of major task forces and Ad Hoc Committees
- - Annual reports and historical material of autonomous or semiautonomous groups
- - biographical material on Bishops, Diocesan staff and Lay people prominent in Synod activities
- - photographs with dates, places, and, if possible, names of people shown, written in PENCIL
- - histories of the Diocese
- - films, videos, audio tapes of specific events, or oral history
- - annual reports to the National Church
- - general ledgers, audited financial statements, and trust ledgers
4.2.2. Parish
- - ministers' records, both parish and personal, regarding the parish
- -
parish council/church committee minutes- - parish annual meeting minutes
- - information on organizations
- - minutes, etc (not financial records)
- - vestry books and registers of baptisms, marriages, burials, confirmations
- - photographs with dates, places, and, if possible, names of people shown, written in PENCIL
- - architectural drawings
- - forms of services for special occasions - eg. inductions,
anniversaries (not regular service leaflets or bulletins)- -
parish rolls- -
Sunday School registers ,
4.3 Materials to be excluded. The following is a list of the types of materials to be Excluded. While not an exhaustive list, it will provide a guideline for determining what should not be considered as part of the Archives Collection held at Laurentian University.
- - correspondence marked "Confidential"
- - materials that contain unsubstantiated accusations against anyone living or dead - materials which, in the opinion of the Bishop or Chancellor, should not be a matter of public record
- - confidential personnel materials such as medical information, references, psychological test results, and other personal information of this nature
- - any record of church court proceedings
- - private information concerning any individual or situation which results from privileged pastoral relationships
- - marriage licenses and acknowledgements from district registrars
- - monthly financial statements
- - materials circulated from other levels of the church
5. Access to the Collection
5.1 Diocesan Personnel as per Section 2.3.2 of the Joint Agreement between the Diocese and Laurentian University, the Depositor and duly identified members shall have access to all documents in the Diocesan Archives. For the purposes of this Diocesan Policy, the "Depositor" is identified as the Bishop and the "duly identified members" are identified as the Diocesan Archivist and the Chancellor of the Diocese.
5.2 University Archivist as per Section 2.3.1 of the Joint Agreement between the Diocese and Laurentian University, the University Archivist shall have complete access to all materials contained in the Diocesan Archives.
5.3 Students/Scholars/Genealogical or Parish History Researchers as per Section 2.3.4 of the Joint Agreement between the Diocese and Laurentian University, access may be given to documents within the Diocesan Archives. Such persons will be subject to all rules of consultation of the University Archives, and any restrictions cited in the Diocesan Policy.
5.3.1 Persons interested in doing extensive research for a family or parish history must arrange to visit Laurentian University and do the research themselves. If this is not feasible, university student(s) can be hired to do the research. Arrangements for this can be made through the University Archivist. The person making the request for the research will be responsible for paying the costs of hiring the student.
5.3.2 Individuals seeking information from the Diocesan Archives will not have access to the Archives stack areas. Information will be retrieved by request to the University Archivist.
5.3.3 Researchers who require a copy of a record from a parish register can submit a request for this information. People living within the Diocese of Algoma must complete a Search Request Form and forward it to the University Archivist. Search Request Forms are available through the local parish. A money order for the search fee payable to Laurentian University must accompany the form.
5.4 Restricted Access to Materials The University Archivist has the right to refuse access to any materials for reasons which include their unprocessed nature, fragile condition or lack of required search elements by the researcher.
5.5 Parish Record Inquiries Requests for a copy of a record from a single parish register can be submitted to the University Archivist. A Search Request Form must be completed for each such request. Forms are available through the local parish. A money order for the search fee payable to Laurentian University must accompany the form.
5.6 Publication rights as per Section 2.3.6 of the joint agreement between the Diocese and the University, written authorization must be obtained prior to access being given to the Archives. Such permission shall be granted by the Diocesan Archivist with the following conditions.
5.6.1 Credit must be given in the publication to the Diocese for the use of the material.
5.6.2 Photograph originals will not be borrowed from the collection. Photocopies can be obtained through the University Archivist. If this arrangement is not satisfactory, the Diocesan Archivist can be contacted.
5.7 Removal of Material: No original records will be removed from the UniversityArchives. If material is desired for use in parish displays, family or parish histories, or other publications, etc., copies can be requested from the University Archivist. Such copies will be made available where feasible, with the understanding that the physical condition of the original records may preclude any copying.
5.8 Episcopal/Synod Records with Archival Value Requests for access to these records (in Sault Ste. Marie) shall be addressed to the Diocesan Archivist, in writing. Such a request will clearly outline the reason for the request, the purpose for which the information will be used, and the records to be accessed. The Diocesan Archivist will make a recommendation to the Bishop for access, considering the following:
a) A recognition of the value to historical research of these records.
b) A recognition of the need to maintain personal and familial privacy.
c) The best interests of the Diocese.
6. Records Retention
6.1 Diocese
6.1.1 Bishop's Papers. Five years of papers for the current Bishop will be kept at the Synod Office. Papers for the current Bishop that are more than 5 years' old will be forwarded to the Archives, once any sensitive material has been removed. Previous Bishops' papers are on file in the Diocesan Archives.
6.2 Parish
6.2.1 Paper Records. As a general principle, there should be 7 years' of parish records retained in the parish for reference purposes. Materials that are more than 7 years old should be sent to the Diocesan Archivist. Parish and service registers, when full, should be retained for a period of 7 years following the last date of entry, and then sent to the Diocesan Archivist.
Bishop’s Chaplain Instructions
Origin: Bishop’s Policy
Date: June 2006
The purpose of the Chaplain is to be supportive of the Bishop, to help the Bishop work effectively in an unfamiliar setting, and to help handle the outward things, so that the Bishop can concentrate on the spiritual things and on the people. For parish visits, the Incumbent would normally ask an assistant priest, deacon, lay reader, or senior server to be the Chaplain. The Chaplain can help in the following ways:
Be on hand early to great the Bishop; take his things to the area where he will be vesting; have a table cleared or a space where he may vest; direct him to the phone, washroom, meeting areas; and have bulletins and service books located.
Assemble the pastoral staff. Each piece in the flannel case connects with the others.
Whenever the Chaplain is carrying or holding the staff, it is held with two hands directly in front (holding no books or other items) with the crook facing outward.
In the processional and recessional the Chaplain and staff precede the Bishop.
The staff should be placed, when not in use, in a safe corner.
The Chaplain passes the staff to the Bishop before the Absolution and also for the final Blessing.
The Chaplain should be attentive throughout the Service to the needs of the Bishop by looking up hymns, holding the Service Book when needed, and normally standing by holding the staff during Episcopal functions such as baptism, confirmation, the blessing of memorials, etc. During confirmations the Chaplain stands behind the chair, on the Gospel side (to the Bishop’s right when facing the congregation).
The Bishop’s Chaplain should be robed.
The Bishop will not normally need assistance with his Mitre or Cope during Services.
Following the Service, the Bishop may need the staff, etc. for photos. Following that, the staff can be dismantled and, along with any books or notes of the Bishop, be placed back into its case.
The Chaplain’s task is simply (without fuss) to be as helpful to the Bishop as possible during his visit.
Origin: Executive Committee Policy
Date: March 2005 Revised December 2005
Advantages of being a Chapel:
1. A chapel is a place of worship that, when it is so designated by the Bishop, does not have all of the normal responsibilities of a congregation.
2. To be a chapel, the building would require a patron parish or organization who would assure that the building would be maintained, all expenses met, and adequate insurance coverage carried. Where there is not some group to fulfill the role of patron, the building should be closed.
3. All chapels will be under the general supervision of an incumbent appointed by the Bishop.
4. Worshippers in a chapel may, in some cases, with the permission and at the direction of the Bishop, gather in an annual meeting to consider the affairs of the chapel and to elect a steward to work with the incumbent and the patron parish in furthering the best interests of the chapel. In such a case, a second steward may be appointed by the incumbent.
Disadvantages of being a Chapel:
1. Chapels normally do not have the resources for regular Sunday worship, the conduct of worship by a cleric, or the levels of supervision needed for program and activities.
2. Future decisions about the use or disposition of the chapel are in the hands of the patron parish or organization, Diocesan Executive Committee, and the Bishop.
3. Givings to a chapel would not normally be eligible for an Income Tax Receipt. Gifts to a patron parish would be eligible for a Tax Receipt but would also be subject to diocesan apportionment.
4. Chapels are ineligible to elect delegates to Synod (Collegiate Chapels excepted).
5. A Chapel is not simply a congregation in a stage of closing. A chapel needs a clear purpose, be it pastoral, historical, communal, or geographical.
Definitions:
A congregation is a worshipping community that is a component of a parish that:
a. is self reliant with respect to its share of incumbency (or has approved grant assistance),
b. provides full pastoral care,
c. meets its obligations beyond the parish,
d. cares for its own buildings and properties,
e. normally has the expectation of Sunday worship, and
f. elects delegates to Synod through parish procedures.
A chapel is a place of worship that:
a. has a patron parish or a patron organization that assures all obligations are met for property, buildings, upkeep, and insurance,
b. has no regular expectation of services by a clergy person,
c. has its future resting with the patron parish or organization, the Executive Committee, and the Bishop,
d. is under the care of an incumbent assigned by the Bishop (usually from the patron parish), and
e. may elect a steward and hold an annual meeting to advise the patron parish, incumbent, and Executive Committee
Mission Points and Out Stations: A mission or an out station is a worshiping community that:
a. has an incumbent appointed by the Bishop,
b. expects to grow,
c. meets its own obligations within and beyond the parish or which has its obligations
within and beyond met by a sponsoring congregation,d. cares for its own buildings and properties or has its buildings and properties cared for by a sponsoring congregation,
e. normally has the expectation of regular worship, although not always on a Sunday,
f. elects delegates to Synod through parish procedures
Principles:
1. All donations to the Anglican Church for ongoing work are eligible for a tax receipt, and
are subject to apportionment.
2. The apportionment is payable by the congregation or the religious charity which issues the tax receipt.
3. All churches that receive monies must exercise full financial transparency and accountability to the Bishop, the deanery officials, the Synod, and the Executive Committee
4. Collegiate Chapels are those attached to educational institutions in which the Incumbent is appointed and licensed by the Bishop, and which pay for the physical maintenance and operational costs of the Chapel, and the stipend of the Chaplain. Collegiate Chapels may hold Annual Vestry Meetings and be represented by Synod delegates.
Origin: Synopsis of Government requirements
Date: Revised September 2005
Cemeteries, like all Church property in the diocese, are owned by the Incorporated Synod of the Diocese of Algoma. The local Incumbent and Wardens, that is the Officers of the Parish, act as agents of the Synod in managing the affairs of the cemetery. A Cemetery Board or Committee is often appointed to carry out the actual day-to-day management of the cemetery. The Board or Committee, however, is assisting the Incumbent and Wardens in doing this, and responsibility rests with these Officers of the Parish.
A cemetery must be operated in conformity with the Cemeteries Act (Revised) and its successor legislation, the Funeral, Burial and Cremation Services Act 2002. This includes filing an Annual Report with the Cemeteries Regulation Unit of the Ministry of Government Services. These are some provisions of this Act and its Regulations that parishes operating cemeteries should be aware of are:
Origin: Bishop’s Policy and synopsis of canonical requirements
Date: Revised November 2002
Appointment of Clergy to a Parish
The Beginning
1. The Incumbent resigns to the Bishop and announces it to the congregation after consultation with the Bishop.
2. The church wardens consult with the territorial archdeacon regarding the timing and process of an appointment.
3. The church wardens arrange an official inspection of rectory facilities by the deanery officials.
The Concurrence Committee
4. In the case of a self-supporting parish that is current in stipend, levy, and other commitments, the wardens consult with the territorial archdeacon to learn about the appointment process and to agree on a time for a vestry meeting to elect a concurrence committee. The concurrence committee shall be composed of not more than seven nor less than three communicants of at least the age of eighteen (Canon 1-1.3 a). It is recommended that one member of the concurrence committee be a warden. A healthy balance of people who represent the life of the parish is recommended. Those elected are required to keep confidences and interviewing skills would be helpful. The Bishop requests that concurrence committees be comprised of lay members of the congregation.
5. For self-supporting parishes, the vestry is called with the required two notices at services on separate Sundays. It is most appropriate for the date to be arranged so the territorial archdeacon can be present at the meeting to give guidance and information and to represent the Bishop. The vestry operates in accordance with the rules in the canons (Canon J-1) and a chairperson of the vestry is elected from the duly qualified voters present.
6. In the case of a parish which is part-time, assisted, or which is in arrears to the Diocese for stipend, travel, or apportionment, the bishop has the right of direct appointment under Canon I-1.4.b) and Canon I -1.1. Where the Bishop feels that a consultative process would be beneficial to the circumstances, he may suggest a process of consultation with the wardens, or with the wardens and delegates to Synod.
7. In parishes where there is not a full-time stipend available for the incumbent, the Bishop will normally make a direct appointment.
Parish Profile and Planning
8. The church wardens should contact the territorial archdeacon to arrange coverage for services and ministries during the interim and to ensure that the deanery officials have certified:
a) that sufficient financial resources are in place to enable an appointment;
b) that the rectory is in good repair;
c) that parish resources are available for the interviewing process and for moving costs.
Interviewing costs will include a visit to the Synod Office for a time with the Bishop. Moving expenses are generally the responsibility of the parish. Depending on the availability of funds, arrangements can be made, if necessary, for a loan to cover part of the moving expenses from the Clergy Moving Loan Fund through the Diocesan Treasurer.
9. The concurrence committee chair contacts the executive archdeacon as to how to complete the parish profile. The compiling of the profile is designed to be a widely participatory process which the Advisory Board may already have underway, prior to or during the selection of the concurrence committee. After election, the chair of the concurrence committee forwards the profile, when complete, to the Bishop's office.
Communications Channels
10. The existence of an opening is public information and can be shared with anyone. Interest in the position from any applicant must be directed to the Bishop and not the concurrence committee.
11. Guidelines of the National House of Bishops prohibit anyone acting in an official capacity from approaching any clergy person serving in another Diocese without going through the Bishop in the Diocese where the opening has occurred.
Interviewing the Nominees
12. The concurrence committee presents the profile to the Bishop and consults with the Executive Archdeacon in person or by conference call.
13. The Bishop and the Executive Archdeacon conduct the reference checks and make enquiries about the suitability of applicants.
14. The Bishop will present the name or names with basic biographical information to the concurrence committee. The concurrence committee chair is then usually directed by the Bishop or Executive Archdeacon to be in direct contact with the interviewees. The chair of the committee is then responsible for interview arrangements. Profiles are sent to the nominees. The interviewers may wish to request fuller information from the nominees at this time. The names and the information supplied are confidential. The chair is requested to send all circulated information back to the Bishop, or see that it is destroyed when the task is completed.
15. No final commitment is made by either party in the initial interview.
16. In the interview the nominees should be asked to respond to the parish profile sent ahead of time. It is an appropriate time to review the stipend, housing arrangements, travel allowance and moving expenses. Please consult with the Bishop and the Diocesan Treasurer if there are any variances below the minimum stipend, the housing allowance formula, or other policies of the Diocese. Where there is a rectory, the interviewee should be allowed a thorough inspection.
17. In the case of a self-supporting parish, the Bishop nominates one or more clergy for the vacant cure (Canon I-1.3 c). If concurrence cannot be achieved in three successive nominations in a six-month period, the appointment is in the hands of the Bishop (Canon I-1.3 e). The Bishop has the right of appointment to any parish that is part-time, assisted or in arrears (Canon I -1.1 and Canon 1-1.4. b).
18. The territorial archdeacon assists in arranging coverage during the vacant incumbency. The territorial archdeacon is not a party to the confidential names given to the concurrence committee on the Bishop's list of nominees. It is inappropriate to ask the territorial archdeacon to express an opinion on any name given.
Confidentiality is critical to the operation of the concurrence process. For parish clergy, knowledge that they were being considered for appointment elsewhere could well undermine their pastoral relationships at home. Nominees being considered for appointment have a right to expect confidentiality, and it is the duty of the committee to keep the names, the deliberations, and the written records confidential. When the process concludes, written materials should be returned to the chairperson and destroyed.
19. Interviews or visits may be arranged in accordance with the means of the parish. The territorial archdeacon can provide guidance as to the appropriate protocol and etiquette.
The Appointment
20. The concurrence committee advises the Bishop of their choice of nominee.
21. The Bishop advises all the nominees that a decision has been reached. (The concurrence committee should not be in contact with any of the interviewees until this has been done by the Bishop or the Executive Archdeacon.)
22. The appointment is made by the Bishop, and the effective date agreed to.
23. The appointee consults with the Diocesan Treasurer about stipend and other financial arrangements (in parishes with central payroll).
24. The Bishop issues a letter of appointment to the appointee. The signed letter of appointment is returned by the appointee prior to an announcement. This may take a week or two.
25. The territorial archdeacon consults with the wardens to arrange for a service of welcoming and celebration of a new ministry within thirty days of the effective date of appointment and at a time when the clergy of the region can attend. The Bishop issues to the territorial archdeacon a Mandate for a Celebration of New Ministry.
Housing Allowances
26. Some parishes offer housing allowances in lieu of rectory. Where this is done, the Bishop needs to be assured that it will not place an undue strain on the financial resources of the parish. The concurrence committee needs to work with the wardens to establish ahead of time the parameters of the housing allowance, if any, being offered. The Executive Committee presently has a moratorium on selling rectories. If the housing allowance is new, the advisory board and wardens will have to develop a plan for the rental or alternate use of the present rectory.
Self-Supporting Churches
As a result of decisions made at Synod 1997, parishes that are current with all their financial obligations are able to offer a salary above the diocesan minimum. Suggested amounts in the Stipend Task Force report at Synod 1997 (but not passed by the Synod) were as follows:
Parishes with an average Sunday attendance of 100 to 130, 10 percent above the minimum stipend;
Parishes with an average Sunday attendance of 130 to 180, 20 percent above the minimum stipend;
Parishes with an average Sunday attendance of 180 plus, 30 percent above the minimum stipend.
Increased responsibility allowances would also be in order where there are multiple points, or isolation.
The above examples are merely suggestions. Each self-supporting parish is free to pay the minimum only, or any amount they choose above the minimum. The concurrence committee should work out ahead of time with the wardens and the advisory board agreed costs with respect to interviewing procedures, moving costs, housing costs, and a salary range. The concurrence committee then makes the final financial determinations within those ranges prior to the appointment.
Origin: Bishop’s Policy
Date: Revised November 2002
1. An evaluation advisor may be appointed for each deanery by the Clericus. The advisor shall be a priest with several years experience as incumbent of a parish.
2. Evaluations shall be held on a three-year cycle, as directed by the Archdeacon.
3. The clergy evaluation will be held as a process separate from any parish evaluation process conducted by the advisory board.
4. The evaluation team shall be composed of the two wardens and two persons chosen by the one being evaluated.
5. The four members of the team will be contacted separately by the evaluation advisor, explaining the process and giving opportunities for questions.
6. The evaluation team members will be asked to review the evaluation categories using a similar worksheet evaluation as that of the Diocese of Western Newfoundland.
7. Having reviewed those categories, team members will be asked to answer in writing three basic questions.
8. The three questions are:
i) What leadership strengths do you see in your incumbent?
ii) What suggestions do you have to strengthen that leadership?
iii) Do you have any further comments or insights?
9. The incumbent will be asked to fill out an evaluation form with three questions as follows:
i) What aspects of your work are you finding deeply fulfilling?
ii) What aspects of your work are you finding discouraging, frustrating, or difficult?
iii) What growth points would you like to focus on between now and the next evaluation?
10. The evaluation advisor will summarize the responses into a concise report and meet with the incumbent undergoing evaluation to discuss the responses, ways of working at difficulties and challenges discovered, intentions for future work, and continuing education plans.
11. The evaluation advisor will then submit the report confidentially to the one being evaluated, and to the Bishop, and to the territorial archdeacon. The one being evaluated may also attach or send separately perceptions and learning’s from the evaluation process.
12. An hourly rate for the evaluation advisor, telephone costs, and postage shall be covered by Diocesan funding. The travel costs of the clergy person to the interview with the advisor shall be paid from parish travel sources.
Origin: Bishop’s Policy
Date: February 1997
1. Under our Diocesan Canons a Licence grants membership in Synod and a Letter of Permission does not.
2. Where a priest retires from the Diocese of Algoma and is invited to become an honorary assistant in the Diocese of Algoma, the Bishop will in most cases issue a Licence. All licensed clergy are members of Synod. Synod costs are the responsibility of the parish, or the individual, as agreed between them.
3. Retired clergy from outside the Diocese, who are invited to be honorary assistants, will normally be members of Synod in their home diocese. They will normally receive a Letter of Permission. They are welcome as visitors to Synod at their own expense.
4. Licences and Letters of Appointment for retirees will normally be issued "at the pleasure of the Bishop". Exceptions will be those who have a signed Letter of Appointment to an incumbency, or a formal written covenant.
5. Clergy on leave are not licensed to a specific ministry within the Diocese and therefore are not members of Synod. They are free to attend as visitors at their own expense.
6 . Honorary assistants will normally be issued a Licence or a Letter of Permission by the Bishop, and will be under the authority of an incumbent or the territorial archdeacon in the absence of an incumbent.
Parish Clergy
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This information is to be left with your Territorial Archdeacon and Wardens before you leave the parish. |
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Dates of your absence: Reason for the absence: Service coverage arrangements:
For pastoral care emergencies call: For hospital emergencies call: To make funeral arrangements call: For building access call: Organist, if available for funerals: Confidential contact numbers (to be used to reach you in case of extreme emergencies):
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If anyone providing Sunday coverage is not licensed by the Bishop of Algoma, or is not a commissioned lay person of that parish forward their names to the Executive Archdeacon to secure the necessary permission to officiate. |
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Name: Address: Telephone: Diocese where licensed: |
Origin: Executive Committee Policy
Date: February 1999
The Executive Committee has established the following policy for the payment of honorariums for both lay and clergy officiants.
Anyone acting as an officiant for a service in a parish to which they are not licensed or covenanted shall be paid by the parish for travel @ $0.20/km., out-of-pocket expenses, and an honorarium of $50.00 minimum for the first service and an honorarium of $25.00 minimum for each additional service in the same day.
Origin: Policy of the National House of Bishops
Transfer of Clergy and Lay Professionals between Dioceses
Episcopal Courtesy Guidelines
with Respect to the Deployment of Clergy and Lay Professionals
Preamble
The following guidelines are intended to clarify the expectations and processes whereby a priest or lay professional transfers from one jurisdiction to another for both long term and short term ministry. The underlying premise is that both sending and receiving bishops should be fully involved in initiating the process and managing it through to completion. They should be fully informed of all decisions, and never taken by surprise or embarrassment.
It is recognized that clergy and lay professionals are ordained or otherwise affirmed for ministry in the whole church. They should not be made to feel guilty for considering moving to another diocese. No bishop should keep individual clergy on a protected or "untouchable" list permanently. Nevertheless bishops have the responsibility to share with one another whether the welfare of the church really is being promoted by the move of an individual priest at any particular time. The timing should feel reasonably right for all parties.
The following guidelines are recommended:
I Inter-diocesan Transfers
1. Any bishop desiring to interview a priest or lay professional, or in responding to an applicant for a position from another diocese, should first consult with the bishop of that diocese.
2. In dioceses where it is permitted, parishes should be informed that before they can approach a person in another diocese, consultation must take place with their own bishop who, in turn, would request permission of the bishop of that diocese.
3. Clergy who desire to leave their present diocese and who want to make inquires before submitting their resignation or notice, should first inform their own bishop and then with his/her (written) consent or permission, proceed by approaching bishops of other dioceses, not individual parishes.
4. It is increasingly common for dioceses to advertise vacant positions in the Journal, local diocesan papers, or other publications. Such advertisements should always include a clause directing all potential applicants first to obtain the permission and blessing of their present bishop before making application.
5. In the transfer to another diocese, matters to be negotiated by both dioceses include ... any outstanding debts or other obligations, accrued vacation time, date and method of announcement of the appointment, exchange of letters of transfer and bene decessit.
Guest Ministry (National Bishops’ Policy)
II Short Term or Guest Ministry (National Policy)
Since bishops bear responsibility for ministry within the diocese, they deserve to be consulted before invitations are issued to others from outside the diocese to minister within the diocese.
1. Before bishops accept invitations into other dioceses, they should ascertain that the local bishop has already given consent
2. Before a priest or lay leader is invited into a diocese for parish, diocesan, or other recognized ministry events, the local leaders and organizers must seek and obtain permission from the bishop.
3. Bishops with theological colleges, seminaries, or faculties of religious studies within their dioceses, will seek to affirm and respect the principle of academic freedom in these institutions, and encourage a wide spectrum of theological, spiritual, and liturgical inquiry in these institutions. At the same time colleges should seek to develop a trusting relationship with the local diocese and bishop, and seek to avoid unnecessary embarrassment or confrontation
Guest Ministry (Algoma additional Policy)
Pulpit exchanges (not involving sacramental ministry) with local clergy of other denominations, which are planned in advance with the agreement of the Advisory Boards, generally do not require the permission of the Bishop.
Locally commissioned lay readers may preach and conduct a Service of the Word, on occasion, during the absence of the incumbent. On these occasions, the incumbent is still accountable for the content of the sermon and the liturgy.
Where a person is not commissioned or licensed in Algoma, the Bishop’s permission must be obtained well in advance and well before the individual is invited to officiate at worship, to preach, or to administer the sacraments. Full details must be provided in a written memo with sufficient lead time (three weeks), to allow the Synod Office to conduct reference checks, which is the normal procedure for visitors from beyond Algoma.
Policy for the Closure of Church
Buildings
2.
The wardens shall send to the Treasurer of the Diocese of Algoma the
contents of all bank accounts, as well as all financial books and records.
Approved by the Diocesan Executive Committee, March 2006
The churches and youth groups of our Diocese want their children and teens to receive the best care possible while attending church events. Since our Diocese is in Northern Ontario, and many parishes have multiple points of ministry, leaders of our children’s and youth ministries frequently plan events that require volunteer drivers. In order to ensure that our drivers and their young passengers are as safe as possible on the road, the Youth Ministry Committee of our Diocese has created these guidelines for parish, deanery and diocesan use.
There are three points in this set of guidelines:
- Get permission from the parents
- Use reliable drivers
- Plan a safe trip
GET PERMISSION FROM THE PARENTS
All passengers under the full age of 18 years must have permission from a parent or guardian before they get into the car. The best way to ensure this is to use a ‘permission form’ that the parent must sign in order to grant permission. It is the trip organizer’s job to ensure that parents/guardians are aware of the trip plan and have granted permission for the child/youth to attend. Two examples of permission forms are included on pages 4-5 of these guidelines. Feel free to use them!
USE RELIABLE DRIVERS
Your concern is only with the people who are driving ‘on behalf of’ the church.
If parents/guardians transport their own children, or arrange car pools independently, they are not considered to be driving ‘on behalf of’ the church. If the church arranges the car pools, the drivers are acting ‘on behalf of’ the church.
Drivers must have the appropriate driving skills and insurance to transport children and youth for church events. It is the trip organizer’s job to ensure that the each driver has the appropriate qualifications, and are aware of the liability they assume while driving on behalf of the church. The best way to accomplish this is to give each driver a ‘driver form’ that outlines the requirements and rules for transporting children/youth to and from church events, and requiring each driver to sign the form. There are two examples of driver forms on pages 2-3 of these guidelines – feel free to use them!
PLAN A SAFE TRIP
There are many factors that contribute to a successful trip: planning, permission, drivers and suitable weather are just a few. It is the job of the trip organizer to ensure that the trip is planned properly and with safety of the drivers and passengers as a primary concern. There is a ‘safe trip checklist’ on page 6 of these guidelines – please use it!
Travel safe and have fun!
If you have any questions or comments, please contact the Diocesan Youth Consultant, Rev. Heather Manuel, at (705) 641-8787 or programyouthalgoma@yahoo.ca
Forms (following) available for download here:
DRIVER FORM Single event
DRIVER FORM Ongoing
Permission Form SINGLE EVENT
Permission form oNGOING
‘SAFE TRIP’ CHECKLIST
For use with people who are driving for one specific event
Event___________________________________________ Date_______________
Thank you for being willing to drive children and/or youth on behalf of the church for this event. This form contains important information that you need to know before you can drive on behalf of the church. Please read this form, sign it, and return it to the person organizing this trip. You may want to ask for a copy to keep for yourself.
Rules of the Road – for you:
Rules of the Road – for you and your passengers:
DRIVER’S CONSENT: I have read, and understand, the ‘rules of the road’ and I will abide by them while acting as a driver on behalf of the church.
Signature_________________________________________ Date______________
For use with people who volunteer for several events, or on a regular basis.
This form should be renewed every year.
Thank you for being willing to drive children and/or youth on behalf of the church on an on-going basis. This form contains important information that you need to know before you can drive on behalf of the church. Please read this form, sign it, and return it to the person organizing this trip. You may want to ask for a copy to keep for yourself.
Rules of the Road – for you:
Rules of the Road – for you and your passengers:
DRIVER’S CONSENT: I have read, and understand, the ‘rules of the road’ and I will abide by them while acting as a driver on behalf of the church.
Signature_________________________________________ Date______________
For participation in a single event
Please keep this portion for your records
Event:__________________________________________________________________
Location: _______________________________________________________________
Date: _______________________________ Cost: __________________
Trip Organizer Name and Contact #:_____________________________________________
Time and Place of Departure: _______________________________________________
Time and Place of Return: __________________________________________________
Mode of Transportation: ___________________________________________________
Accommodation Details: ___________________________________________________
__________________________________________________________________
Packing List: ____________________________________________________________
__________________________________________________________________
Other Details: ____________________________________________________________
__________________________________________________________________
PERMISSION FORM – one event only
Please complete this portion and give it to the trip organizer
Name of Parent/Guardian: __________________________________________________
Phone Numbers: (home) ______________________ (work)_______________________
Alternate Emergency Contact Name: _________________________________________
Phone Number: _______________________
Relationship to Participant: _________________________________________________
Participant’s Health Card Number (optional): ___________________________________
Drug or Food Allergies: ____________________________________________________
Medical Conditions/Medications: ____________________________________________
Other Information: ________________________________________________________
________________________________________________________________________
Consent of Parent/Guardian:
I give permission for (name of child/youth) ___________________________ to participate in (event) _______________________________ on (date) _________________________.
I give permission for photos/videos of these events to be used for promotional purposes: Y__/N__
I have read and understand the information provided on this form, and the information that I have provided is correct to the best of my knowledge. I understand that there is a degree of risk involved in all activities, and I assume all risk and liability on behalf of my child/ward. In the event of an emergency that requires parental/guardian permission for medical treatment, if myself or my emergency alternate listed above cannot be contacted, I authorize the trip organizer to act on my behalf.
Signature: _________________________________ Date: ___________________
For participation in several events, or on an on-going basis
Name of Church: (or group)__________________________________________________
Contact Person: ________________________________________
Contact Phone Number: _________________________________
Address: ________________________________________________________________
Name of Child/Youth Participant: ____________________________________________
From time to time, this church/group will host events. Every child/youth participant in these events below the full age of 18 years requires the permission of a parent/guardian in order to participate. By signing this form, you grant permission for your child to participate in any of these events. You may decline to sign this form, and request to sign a permission form ‘per event’ as these events arise. In either case, the church/group will provide you with details about each event in advance of the event, so that you may withdraw or suspend your permission at any time. Please keep this portion of the Permission Form so that you know how to contact the church/group.
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PERMISSION FORM – on-going basis
Please complete this portion and give it to the church/group contact person
This form should be renewed every year.
Name of Parent/Guardian: __________________________________________________
Phone Numbers: (home) ______________________ (work)_______________________
Address: ________________________________________________________________
Alternate Emergency Contact Name: _________________________________________
Phone Number: _______________________
Relationship to Participant: _________________________________________________
Participant’s Health Card Number (optional): ___________________________________
Drug or Food Allergies: ____________________________________________________
Medical Conditions/Medications: ____________________________________________
Other Information: ________________________________________________________
Consent of Parent/Guardian:
I give permission for (name of child/youth) ___________________________ to participate in events of (name of church/group) _____________________________________________.
I give permission for photos/videos of these events to be used for promotional purposes: Y__/N__
I have read and understood the information provided on this form.
I understand that the church/group will provide me with details about each event in advance, and that I can withdraw my permission, in writing, at any time.
The information that I have provided is correct to the best of my knowledge. If there is any change in this information, I will promptly notify the church/group listed above.
I understand that there is a degree of risk involved in all activities, and I assume all risk and liability on behalf of my child/ward. In the event of an emergency that requires parental/guardian permission for medical treatment, if myself or my emergency alternate listed above cannot be contacted, I authorize the event organizer to act on my behalf.
Signature: _________________________________ Date: ___________________
Planning: