The Diocese of Algoma


Policies in Force

The following Policies are among the most frequently consulted. They have been placed in force by the Diocesan Synod, the Executive Committee, the Bishop, or are a convenient statement of the provisions of various diocesan, provincial and national Church Canons.

Alcohol
Apportionment

Apportionment Exemptions
Curacy Exemptions

Archdeacons
Archives

Access to parish Registers
Collection Development

Bishop's Chaplain Instructions

Chapels
Cemeteries

Clergy

Appointment Process
Clergy Evaluation
Licences and Letters of Permission for Retirees
Notification of absence

Clergy and Laity

Honorarium for Worship Services
Transfer between dioceses
Guest Ministry (National Bishops’ Policy)

Closure of Church Buildings

Driving Children and Youth to Church Related Activities

Employee Assistance Program for Clergy and Lay Incumbents
Executive Committee
Finance

Urban Congregations Policy

Lay Ministries
Marriage

        Marriage for Unbaptized Persons

Ordination
Postulancy
Property

Purchase of Property at the Parish level
Mortgages
Archbishop Wright Building Fund Loan Request and Loans: Policy and Guidelines 

Major Property Expenditures

Statistics
Worship

Anglican Worship space and other denominations
Confirmation and Episcopal visits
Reserved Sacrament

Guest Leaders of Worship

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Alcohol

Origin:  Executive Committee Policy

Date:     Revised November 2002, November 2006

Alcohol and Parish Functions

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.

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Apportionment
Apportionment Exemptions

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.

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Curacy Exemptions

Origin:  Executive Committee Policy
Date:     April 2003 

 Curacy Exemption from Apportionment

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.

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Archdeacons

Origin:  Bishop’s Policy

Date:     Revised September 2002

Duties of Territorial Archdeacons

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.

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Archives

Origin: Executive Committee Policy
Date: Revised 2009

Search Request Form

Much of the diocesan archives collection is held at the Algoma University Archives in Sault Ste. Marie, ON. 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 Library Director, Algoma University, Mr. Ken Hernden ken.hernden@algomau.ca . There is a $30 fee for this servicePlease refer to the link below for an outline of NEW Search Request Fees for services provided by Algoma University. 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 Fees (May 3, 2010)

Search request: Baptism, Burial, Marriage, Parish History

Please send the completed form, along with the money order to:

Diocese of Algoma Synod Office,
P. O. Box 1168
Sault Ste. Marie ON Canada
P6A 5N7

Further inquiries can be made by contacting the Synod Office at:

Telephone: 705-256-5061

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Archives

Access to Parish Registers

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:

  • Baptismal records 100 years or older
  • Marriage records 75 years or older
  • Burial records 50 years or older

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:

  • Baptism Records: The requester is the parent or the child named on the certificate, and their name is on the baptism record, OR
  • The requester is the closest next-of-kin, executor, or “estate trustee”, and the person named on the record is deceased.  (Proof of death will be required.)
  • Marriage Records: The requester is the child (natural or adoptive) of the bride and groom, OR
  • The requester is a parent of the bride or groom, OR
  • The requester is the closest next-of-kin, executor, or “estate trustee”, and either the bride or groom is deceased.  (Proof of death will be required.)
  • Burial Records: The requester is the deceased’s closest next-of-kin, executor, or “estate trustee”.

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.

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Archives

Origin: Executive Committee Policy
Date: March 1999
UNDER REVIEW 

Diocese of Algoma Archives

Collection Development Policy

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.

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4. Types of Materials in the Collection

4.1. 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 ,
- parish cemetery, or memorial garden records
- parish histories
- parish newsletters or publications .
- biographical material on parish clergy and prominent lay people
- films, videos, audio tapes of specific events, or oral history
- annual financial statements

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

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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.

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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.

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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:

 

  1. 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.

  2. Assemble the pastoral staff.  Each piece in the flannel case connects with the others.

  3. 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.

  4. In the processional and recessional the Chaplain and staff precede the Bishop.

  5. The staff should be placed, when not in use, in a safe corner.

  6. The Chaplain passes the staff to the Bishop before the Absolution and also for the final Blessing.

  7. 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).

  8. The Bishop’s Chaplain should be robed.

  9. The Bishop will not normally need assistance with his Mitre or Cope during Services.

  10. 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.

  11. The Chaplain’s task is simply (without fuss) to be as helpful to the Bishop as possible during his visit.

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Chapels

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.

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Cemeteries

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:

  • "Cemetery" means land set aside for the interment of human remains. Human remains include ashes. Cremated remains can be interred on church property, so long as the site is first established as a cemetery. The Ministry can check their records to establish whether a particular site has been registered as a cemetery in the past. There is a small fee to re-establish a site as a cemetery, and reporting requirements must be met.

  • If human remains are routinely scattered on the same spot, that site must be established as a cemetery. Scattering gardens need to be properly licensed and fall under the regulations governing care and maintenance funds. Parishes are advised to keep records of where ashes are scattered.

  • Where human remains (including ashes) are interred outside of designated cemetery land, the place of interment then becomes a "burial site" and is subject to the regulations governing unapproved burial sites. Compliance would require the area to be delineated by boundaries and be established as a cemetery.

  • The process for closing a cemetery can be lengthy. Closure requires that all remains must be disinterred, and all remains and related artefacts must be moved to an approved cemetery. If it is in the public interest to do so, the land may then be decertified, and re- registered with the Land Registry Office. Other requirements include inserting a notice in newspapers declaring that any person having an interest (which may include interment rights holders, relatives, and native people) may submit to the Registrar any objection. They have the right to appeal and this can go to a tribunal.

  • Municipalities do not automatically take over a cemetery. The Registrar may apply to a judge to declare a cemetery abandoned, in which case the municipality would take over. The onus is on the owner to prove that care and maintenance can no longer be provided.

  • The Act requires that the operator of a cemetery interring bodies establish a Care and Maintenance Fund. Only interest from a Care and Maintenance fund can be used. Provided that it is not contrary to the public interest, a cemetery owner may apply for an exemption from the requirement to establish a Care and Maintenance Fund, or for a reduction in the required amount. To make this application, the owner must have the support of the local municipality, to whom responsibility for care and maintenance would fall if the owner proved unable to fulfill these responsibilities.

  • If the operator is interring only cremated remains, there is no requirement to collect Care and Maintenance Funds. However, if fees are charged, a Care and Maintenance Fund must be established and contributions must be made to it. It is also up to an owner to maintain the cemetery in perpetuity. So if there is no care and maintenance fund set up, a problem could arise if, for instance, a church with a cemetery closed.

  • The new Act, passed in 2002, removed the previous requirement that Care and Maintenance Funds be held by a Trust Company or Credit Union.

  • Fees for markers are set out in the regulations, except for flat markers of a prescribed size. Such fees must be deposited to the care and maintenance fund.

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    Clergy

    Origin: Bishop’s Policy and synopsis of canonical requirements
    Date: Revised November 2002

    Appointment Process

    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.

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    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.

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    Clergy

    Origin: Bishop’s Policy
    Date: Revised November 2002

    Clergy Evaluation

    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.

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    Clergy

    Origin: Bishop’s Policy
    Date: February 1997

    Licences and Letters of Permission for Retirees

     

    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.

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    Clergy

    Notification of Absence

    Parish Clergy

    This information is to be left with your Territorial Archdeacon and Wardens before you leave the parish.

    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):

     

    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.

    Name:

    Address:

    Telephone:

    Diocese where licensed:

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    Clergy and Laity

    Origin:  Executive Committee Policy

    Date:     February 1999

    Honorarium for Worship Services

    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.

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    Clergy and Laity
    Transfer between dioceses

    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.

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    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.

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    Closure of Church Buildings

    Policy for the Closure of Church Buildings

    There is a distinction between the closure of a church building, and the dissolution of a congregation.  This policy refers to the physical closure of the church building, the dispersal of its assets, and its Deconsecration and setting apart for other uses.

    General

    1. When a congregation wishes to close, it shall first consult with the Territorial Archdeacon and Deanery Officials to consider other options.
    1. When a congregation wishes to close, it shall hold a special vestry meeting called in accordance with the Canons of the Diocese of Algoma.
    1. A motion of closure shall be passed and recorded in the minutes.  This motion must pass by a two-thirds majority of voters qualified to vote at a vestry.
    1. The motion of closure shall be copied to the Territorial Archdeacon, the Deanery Officials, and the Diocesan Treasurer for inclusion on the Executive Committee agenda.
    1. The Executive Committee shall consider the proposal to close, and if it approves of the congregation’s decision, the closure will proceed.
    1. The congregation may then hold a Service of Thanksgiving for the work and ministry that had gone before in the church.
    1. After all the assets have been dispersed, the Territorial Archdeacon, acting on the Bishop’s Mandate, shall deconsecrate the church.

    Procedure 

    1. The wardens shall remain in office until the assets of the church have been dispersed, and the building sold or otherwise disposed of.
    1. The wardens shall work with the Deanery Officials to oversee the dispersal of assets, the sale or disposition of the building, and other tasks necessary under this policy.
    1. If there are no wardens, or if there is a vestry of less than six persons, the Deanery Officials shall carry out the tasks required in this policy.

    Financial Matters 

    1. The wardens shall pay any outstanding invoices, and shall then change the address for accounts such as hydro, fuel, and insurance to that of the Diocese of Algoma.

    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.

     3.  The Treasurer of the Diocese of Algoma shall set up a reserve fund with the balance of the congregation’s funds, out of which shall be paid any remaining or ongoing bills. 

    1. Insurance shall be kept in place until the building is sold or otherwise disposed of, to be paid from the fund noted in #3 immediately above.
    1. The Treasurer of the Diocese of Algoma shall recover costs associated with the payment of bills, over and above the amount existing in the fund mentioned in #3 above, from proceeds from the sale of the building and land.
    1. The Executive of the Diocese of Algoma may also recover, from the sale of the building and land, the amount of the debts assumed by the diocese in its financial records in the ten-year period preceding the year of closure including the year of closure.
    1. The wardens, and if there be none, the Deanery Officials, shall make provision for the safeguarding and security of the church building while it is vacant.

    Other Books and Records

    1. The vestry books, registers of baptisms, confirmations, marriages, and burials, the minute books, and other non-financial records shall be transferred to the Diocesan Archives at Laurentian University.

     Other Assets

    1. An inventory shall be made of all church contents such as furnishings, linens, memorials, stained glass, office equipment, etc.  This inventory shall also show where they are dispersed.
    1. If the altar and font are not dispersed to another church, they shall be burned unless there is a reverential use.
    1. In the consideration of the dispersal of memorials, any remaining family of the donors should be consulted if they can be found.
    1. The disposition of a congregation’s remaining assets, after all financial obligations have been met, up to an amount of $25,000, shall be determined by the Deanery Officials in consultation with the wardens.
    1. In deciding as to the disposition of assets, the Deanery Officials and the wardens shall take into account:
      1. any requests from the incumbent, wardens, or vestry of the continuing congregations of a multi-point parish that the assets be transferred to them;
      2. any significant associations or links between the closed congregation and the continuing congregations of the parish;
      3. the respective contributions of the congregations or parish, and the Diocese, to the acquisition of the assets in question; and
      4. other financial support provided by the Diocese to the parish concerned.
    1. All remaining funds shall be paid to the Diocese of Algoma.

     Deconsecration 

    1. Once the church has been cleared of all contents, it should be deconsecrated, on Mandate of the Bishop of Algoma.

     

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    Driving

    Guidelines for Driving Children and Youth to or From Church Related Events

    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:

    1. Get permission from the parents
    2. Use reliable drivers
    3. 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


    DRIVER FORM

    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:

    1. By law, all drivers must operate their vehicles in accordance with the Highway Traffic Act (i.e. driving safely, respecting speed limits, wearing seatbelts, etc)
    2. All drivers must ensure that their vehicles are in good working condition and are capable of safely completing the trip in question
    3. All drivers must have a minimum of $1 million PLPD insurance on their vehicles.  Although you are driving on behalf of the church, the vehicle is yours and you are responsible in the event of offence, accident, or injury
    4. All drivers must have a valid license and have at least two years driving experience
    5. The trip organizer has the right to request a Police Records Check and a Motor Vehicle Abstract on drivers for any trip.  Previous convictions for crimes such as drinking and driving or careless/dangerous driving may disqualify you from being a driver on behalf of the church.  IF the trip leader requires this check, the results will be confidential in accordance with the church’s ‘Screening in Faith’ protocol

     

    Rules of the Road – for you and your passengers:

    1. All passengers in your vehicle who are under the age of 18 need the permission of a parent/guardian to attend this trip.  Make sure your passengers have given a permission form to the person organizing this trip.
    2. Parents/guardians are required to ensure that their children/youth are safely transported to and from your supervision.  If the parent is not present at the designated pick-up or drop-off location, do not leave a child/youth alone.  If you cannot contact the parent, contact the trip leader to arrange an alternative. 
    3. Passengers and drivers should treat each other with respect.  Do not instigate or tolerate any abusive or illegal behaviour in your vehicle.  Report any instances of abusive or illegal behaviour to the trip organizer immediately. 
    4. Drivers should make every effort not to be alone with a child/youth passenger.  When this is unavoidable, the driver should make a point to speak to the parent/guardian at the designated pick-up or drop-off location.
    5. If any passenger or driver is concerned about any aspect of the trip (weather, road conditions, car-pool lists, etc) do not hesitate to contact the trip organizer.

     

    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______________


    DRIVER FORM

    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:

    1. By law, all drivers must operate their vehicles in accordance with the Highway Traffic Act (i.e. driving safely, respecting speed limits, wearing seatbelts, etc)
    2. All drivers must ensure that their vehicles are in good working condition and are capable of safely completing the trip in question
    3. All drivers must have a minimum of $1 million PLPD insurance on their vehicles.  Although you are driving on behalf of the church, the vehicle is yours and you are responsible in the event of offence, accident, or injury
    4. All drivers must have a valid license and have at least two years driving experience
    5. The trip organizer has the right to request a Police Records Check and a Motor Vehicle Abstract on drivers for any trip.  Previous convictions for crimes such as drinking and driving or careless/dangerous driving may disqualify you from being a driver on behalf of the church.  IF the trip leader requires this check, the results will be confidential in accordance with the church’s ‘Screening in Faith’ protocol

     

    Rules of the Road – for you and your passengers:

    1. All passengers in your vehicle who are under the age of 18 need the permission of a parent/guardian to attend this trip.  Make sure your passengers have given a permission form to the person organizing this trip.
    2. Parents/guardians are required to ensure that their children/youth are safely transported to and from your supervision.  If the parent is not present at the designated pick-up or drop-off location, do not leave a child/youth alone.  If you cannot contact the parent, contact the trip leader to arrange an alternative. 
    3. Passengers and drivers should treat each other with respect.  Do not instigate or tolerate any abusive or illegal behaviour in your vehicle.  Report any instances of abusive or illegal behaviour to the trip organizer immediately. 
    4. Drivers should make every effort not to be alone with a child/youth passenger.  When this is unavoidable, the driver should make a point to speak to the parent/guardian at the designated pick-up or drop-off location.
    5. If any passenger or driver is concerned about any aspect of the trip (weather, road conditions, car-pool lists, etc) do not hesitate to contact the trip organizer.

     

    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______________

     


    Permission Form

    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: ___________________


    Permission form

    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.

     

    ------------------------------------------------------------------------------------------------------------

    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: ___________________


    ‘SAFE TRIP’ CHECKLIST

     

    Planning:

     

     

     

    The Day of the Trip:

    Equipment still to pack: ____________________________________________________

    ________________________________________________________________________

     

    Last-Minute phone calls: ___________________________________________________

    _______________________________________________________________________

     

    Check the weather forecast: ______               Check the road conditions: ____

     

    Permission forms still to collect: _____________________________________________

    ________________________________________________________________________

     

    Driver forms still to collect: _________________________________________________

    ________________________________________________________________________

     

    Last-Minute Concerns: _____________________________________________________

     

     

    Follow-Up:  Did any leaders or participants report incidents that require follow-up?

    Incident:________________________________________________________________

    Follow-up:_______________________________________________________________ ________________________________________________________________________

     

    Incident:________________________________________________________________

    Follow-up:_______________________________________________________________ ________________________________________________________________________

     

    Incident:________________________________________________________________

    Follow-up:_______________________________________________________________ ________________________________________________________________________

     

     

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    Employee Assistance Program
    for Clergy and Lay Incumbents

    Origin:  Executive Committee Policy

    Date:     February 1999

    An easy way to get information about the Diocese of Algoma Employee Assistant Program (EAP) is to visit the Program Website at www.fgiworldmembers.com .

    The website has been designed to provide information about the EAP and how to access the Program, as well as how to access information on a wide range of personal issues, posting links to related resources and reading material. You can also request an EAP appointment online.

    www.fgiworldmembers.com is reserved for individuals that are currently offered EAP services through the Diocese of Algoma. To access this Website requires a username and password and you can obtain these by contacting the Synod Office. Additional information about the EAP can be obtained by calling FGI at: 1-800-268-5211 (Service in English).

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    Executive Committee

    Origin:  Executive Committee Guideline

    Date:     February 1993

    Job Description for the Members of the Diocesan Executive Committee

    Term of Office:

  • two years for regional deans and bishop's appointees
  • four years for lay stewards
  • archdeacons are without a designated term
  • Skills required, qualities needed:

  • wisdom
  • balance of practicability, ideology, theology
  • ability to communicate
  • openness to others so that synergy can be created
  • decisiveness
  • capacity to give credit to the group
  • empathy
  • capacity to physically sit through long meetings
  • spiritually focused
  • What is expected of staff:

  • confidentiality in personnel and other specified matters
  • provide information
  • clarify their roles and ours from time to time
  • do not block decisions or change directions after decisions are made, unless situations change dramatically (and, if so, be prepared to explain the change at the next meeting, and be held accountable)
  • share the management of the diocese
  • distribute a prompt summary of actions required by members (action minutes)
  • provide proper guide-lines to bring about consistency
  • give clear instructions about what information is to be shared, with levels of
    urgency noted
  • What is expected of the volunteers:

  • confidentiality in personnel and other specified matters
  • pass information to others as specified above
  • be forthright and clear about what is needed from staff
  • keep in mind the limitations of resources
  • respect deadlines
  • write action minutes during meetings and give to staff to distribute
  • do not expect unilateral and sudden decisions
  • trust the shared ministry we have
  • Orientation / training provided:

  • the first regular meeting of a new Executive Committee is to include an intentional team-building effort with trained facilitator in order to strengthen: the understanding of responsibilities, development of relationships, and understanding of lines of communication.
  • Resources:

  • diocesan staff, canons, the Handbook, past minutes, staff and resources at the national Church and in other dioceses.
  • Benefits to the member:

  • builds understanding of the diocese and a wider perspective
  • creates a sense of belonging to the wider church
  • provides an opportunity to serve
  • can give satisfaction in the results
  • gives a chance to influence, participate in the use of power
  • helps spiritual growth
  • builds friendships, collegiality
  • reimbursement of out-of-pocket expenses
  • meets resource people and gets new ideas
  • Benefits to the wider church:

  • gets input of many people in decision-making
  • develops the ministry of the whole people of God
  • develops more knowledgeable church members
  • grounds general directions in specific situations
  • breaks down the demons of "us" and "them"
  • Additional Information
    Qualities of a good group:

    team-work is evidenced people listen well
    openness varieties of expertise
    humour all ideas considered important
    willingness to compromise enthusiasm
    mutual respect results are achieved
    people share decisions are clearly made
    esprit de corps the purpose of the group is clear
    honesty trust in the leadership and in each other
    people speak for themselves  

     

    Standards for our meetings:

  • have clear relevant information attached to the agenda

  • be clear about length of meetings in advance, agenda needs to take account of traveling times

  • give time frames to topics on agenda

  • respond to the developing community at beginning of each meeting

  • members to confirm their attendance in advance

  • provide a mechanism for members to get topics on the agenda, to take

  • the lead role in topics as presenters or experts

  • concentrate on / pay attention to / respect people as they are speaking

  • stay for the whole meeting (unless there's an emergency).

  • explain absences during the meeting, especially around time of return

  • be on time

  • start on time; end on time

  • work towards consensus

  • start with a presumption of good will

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    Finance
    Urban Congregations Policy

    Origin:  Executive Committee Policy

    Date:     May 2004

    Urban Congregations Financial Self-Sufficiency Policy

    The Christian mission and ministry which is central to the work of our Diocese is carried out, primarily, in our congregations. Many of our rural and isolated congregations have a difficult time financially supporting this work because there are often not enough financial supporters in their area to provide the necessary funds. It is part of our Anglican tradition, rooted in scripture from the earliest days of the Church, that congregations with greater financial resources should help those congregations not able to carry the entire financial cost of the work because of their smaller numbers.

    The limited financial resources available to the Diocese mean that we must concentrate on supporting our rural and isolated congregations. At the same time we have had and will probably continue to have, from time to time, urban congregations which are having difficulty operating on a financially self-sustaining basis because they cannot afford the model of ministry they are using.

    The Diocese has a responsibility to assist our urban congregations which find themselves in financial difficulty to move to a financially self-sustaining model of ministry. In order to carry out this responsibility the Executive Committee enacts the following Policy:

    Definitions:

    Urban congregation: Any congregation within a community having the municipal status of a city, and within fifteen kilometres of another congregation. This distance is to be measured as the most direct vehicle driving distance by roadway between a church building used regularly for Sunday worship by one congregation and a church building used regularly for Sunday worship by another congregation.

    Arrears: Any amount of apportionment and / or stipend and benefits left unpaid at the end of the financial year, and any non-current loans of the Archbishop Wright Building Fund.

    The Ministry Plan:

    1. As of the date of the enactment of this Policy by the Executive Committee, any urban congregation which is in arrears for two years, and any urban congregation which subsequently becomes in arrears for a period of two years, will be assisted by the Diocese in restructuring its ministry so that it operates on a financially self-sustaining basis.

    2. This period of re-structuring consultation and planning will be completed within two years of the date upon which the urban congregation comes within the provisions of this policy, and the new financially self-sustaining model of ministry will be put into place and become effective no later than two years from the date upon which the urban congregation comes within the provisions of this policy.

    3. The three Parties which shall consult with each other concerning the development of the Ministry Plan are the Congregation, the Deanery, and the Diocese. The Incumbent and Wardens shall act on behalf of the Congregation. The Archdeacon, Regional Dean and Lay Stewards shall act on behalf of the Deanery. The Bishop shall act on behalf of the Diocese. The Bishop may appoint such members of the Diocesan Staff as the Bishop thinks appropriate to act on his behalf.

    4. The Ministry Plan will be developed by the Diocese and Deanery after considering the information provided and the views expressed by the Congregation during the consultation with the Congregation.

    Clergy Protection:

    5. To extend the fairest protection and advance notice to the Incumbent of the Congregation, and subject to the required review by the Bishop, the Incumbent shall be given the notice of termination of appointment, prescribed under the terms of the Appointments Canon and the Letter of Appointment, as soon, as may be practical after the date on which the Congregation comes within the provisions of this policy.

    6. The Bishop shall discuss with the Incumbent the re-structuring of the ministry of the Congregation and consider the Incumbent's opinion as to how best to re-structure the ministry of the Congregation so that it operates on a financially self-sustaining basis within the prescribed period of time.

    7. Nothing in this Policy shall abrogate or infringe upon any of the powers or responsibilities of the Bishop in regard to clerical appointments.

    Implementation of the Ministry Plan:

    8. The Ministry Plan shall be implemented in such a manner, and at such times, and in such stages if any, as are detailed in the Ministry Plan.

    9. In the event of a difference of opinion, which cannot be resolved between those representing the Deanery and those representing the Diocese, over provisions of the Ministry Plan during the development of the Ministry Plan, the Bishop shall consider the views expressed by both Parties; the provisions the Bishop thinks wise, or such other provisions as the Bishop thinks wise, shall then be the provisions which are made part of the Ministry Plan.

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    Lay Ministries
    Covenanting

    Origin:  Bishop's Policy

    COMMISSIONING FOR LAY MINISTRIES IN THE DIOCESE OF ALGOMA

    1. The formal exercise of Lay Ministry is commissioned by, and responsible to, the Parish Incumbent under the general supervision of the Bishop.

    2. Ministries are commissioned by giving the Algoma Ministry Covenant certificate by the Parish Incumbent during public worship.

    3. Formal ministries include such roles as: Parish Lay Reader; Eucharistic Assistant; Server; Choir Member; Hospital Visitor; etc.

    These ministries are distinct from Parish Officials. Parish Officials are accountable to the vestry which elected them, or to the Incumbent, or to the Incumbent and Wardens who appointed them.

    4. The Doctrine and Worship Committee has prepared a form for the "Commissioning for Lay Ministries in the Church" which can appropriately be used either for formal lay ministries or parish officers.

    5. Ministry Covenant certificates have been sent to each parish and may be duplicated. Additional copies are available through the Bishop's Administrative Assistant.

    6. Commissioning requires a covenant with the Parish Incumbent specifying responsibilities, training, screening, accountability, term, and review.

    7. A Lay Readers' Manual and a recommended course of training are available in each parish. The Lay Readers' Manual is available on the Diocesan website info@dioceseofalgoma.com .

    8. Prior to commissioning, approval of the parish vestry is required for the selection of a parish Lay Reader. (There should be a real opportunity for a proposal of the name by the Incumbent with confidential feedback from the Advisory Board.)

    9. The names of all parochial Lay Readers, with contact information, shall be sent to the Deanery Wardens of Lay Readers following the completion of a training process acceptable to the Incumbent.

    10. When an Incumbent leaves, the Covenant of a Parochial Lay Reader remains in effect until the appointment of a new Incumbent.

    11. Diocesan Lay Readers continue to be licensed directly by the Bishop upon the recommendation of the Deanery Archdeacon, the candidate's Incumbent, and with the approval of the Deanery Council.

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    Marriage

    Origin:  General Synod Canon and Bishop’s Policy

    Blessing of a Civil Marriage

    The General Synod Marriage Canon (Canon XXI available at the Anglican Church of Canada website www.anglican.ca ) and diocesan policies in regard to marriage apply to the Blessing of Civil Marriages as well as to marriages performed by Anglican clergy in this diocese. This includes an application to the Marriage Commission in the case of divorced persons.

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    Marriage

    Origin:  Diocesan Synod Policy

    Date:     May 2005

    Place of Marriage

    1. The normal place of marriage in the Anglican Church shall be an Anglican Church or chapel.

    2. All Anglican weddings in the Diocese of Algoma shall be under the supervision of a licensed Algoma incumbent.

    3. Under the general approval of the Bishop, incumbents may authorize a wedding ceremony in a place other than a church or chapel, where one or both of the parties are regularly part of an Anglican worshiping community, and in a setting where the sacred and public nature of Christian marriage will be upheld.

    4. Where there is not a pre-existing, Anglican pastoral link with one of the parties, special permission for a ceremony outside of a church or chapel may be obtained from the Bishop, if in the opinion of the Bishop:

    a) there is not a church or chapel within the proximity of the community where the marriage is to take place

    b) the church or the chapel is inadequate in size

    c) the church or chapel is inaccessible for intended service participants

    d) there are reasons re the health of the couple or their immediate family

    5. Where a marriage ceremony is held outside of a church or chapel, Matrimonial Commission procedures, liturgical requirements, and the directions of the Bishop are fully applicable.

    6. The marriage should be registered in the parish marriage register of the incumbent under whose supervision the marriage was solemnized.

    7. When an incumbent plans the place of marriage in what would generally be considered the "bounds" of another Algoma incumbent, s/he shall obtain the consent of the other incumbent beforehand. See also General Synod Canon on Marriage, Canon XXI, and Regulation 11 (c) The officiating minister must have obtained the consent of the incumbent of the parish in which the marriage is to be solemnized if the officiating minister is not licensed to that parish.

    8. Algoma Clergy wishing to conduct weddings in other dioceses shall do so under the authority of a duly licensed Incumbent of that Diocese who will obtain permission from the Bishop of that Diocese.

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    Marriage for Un-baptized Persons

    Origin: Bishop's Policy, November 2006

    One Party Un-baptized

    Where one party to a marriage is un-baptized, the rubrics require reference to the Bishop. There is a general permission from the Bishop of Algoma for permission to conduct such services without further reference to the Bishop so long as the officiant has had a pastoral conversation with the un-baptized person about the value and importance of baptism. In such cases baptism should never be a requirement preceding marriage.

    Where Both Parties are Un-baptized

    The rubrics presume that the sacrament of Christian marriage would be provided to baptized persons. Where people are seeking Christian marriage, one or both parties should be encouraged to be baptized prior to the wedding. If an Incumbent wishes to conduct a wedding service between two people who are un-baptized, a written request should be given to the Bishop well before a wedding service is planned, giving the pastoral rationale.

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    Ordination

    Origin:  Bishop’s Policy

    Guidelines for Ordination Service Planning

    Bishop

    1. Invites the ordinand.
    2. Chooses the preacher.
    3. Sets date and time.
    4. Chooses the propers.

    Executive Archdeacon

    1. Notifies the diocese of the place, date and time of the Ordination along with other necessary details.

    Bishop's Administrative Assistant

    1. Sends out the Si Quis and Letters Testimonial, once the ordination is announced.
    2. Prepares letters of order; oaths; licence
    3. Ensures that candidate returns Si Quis, Letters Testimonial, baptismal certificate, confirmation certificate.
    4. Following the service, files oaths in the clergy docket; enters details of those attending Service in Register.

    Candidate

    1. Chooses a clergy and a lay presenter.
    2. Supplies a copy of baptismal certificate and confirmation certificate to the Bishop's Administrative Assistant.
    3. Ensures that the Si Quis is read in the church where the person ordinarily attends, and that the wardens sign the document.
    4. Ensures that Letters Testimonial are completed, preferably, on one copy, signed by two priests.

    Host Incumbent

    1. It is quite sufficient to use the Services printed in the Book of Alternative Services rather than feeling the necessity of retyping everything into a bulletin format.
    2. Assign one of the clergy or lay readers to act as Bishop's Chaplain, and supply them with a copy of the instructions in the Diocesan Handbook.
    3. Choose the lectors.
    4. Select the hymns and music in consultation with the candidate.
    5. Make arrangements for crucifer, servers, and bulletin if desired.

    Archdeacon

    1. The archdeacon in whose archdeaconry the ordination is taking place shall: act as master of ceremonies for the rehearsal (if any); line up and instruct the procession; serve as master of ceremonies for the Service and the photo session. If the Service is to be in the Cathedral, the master of ceremonies will be the Dean.
    2. Assist the candidate in making arrangements for planning and arranging a quiet day or retreat. (Where geography allows and there are several candidates, the archdeacons concerned may wish to plan a common quiet day or retreat.)
    3. Consult with the parish wardens and incumbent to ensure the willingness of the parish to host the event.
    4. Negotiate with the incumbent and wardens arrangements for a reception or a light meal following the Service.
    5. Choose the litanist in consultation with the host incumbent.
    6. Except when the Service is in the Cathedral, the archdeacon should review the final form of the liturgy.

    Collection Practices

    Ordinations to the Diaconate are normally held in the parish where one of the candidates comes from, or where one of the candidates is serving. Ordinations to the Priesthood are held primarily at major Diocesan occasions and Services.

    The host parish is asked to cover any expense costs for the ordination from the open offering or special ordination offering taken at the Service. Normally these costs are associated with the reception, photocopying, altar needs, bulletins, and the pre-ordination retreat. Where the ordination offering is in excess of these needs, the balance should be forwarded to the Diocese to help with the Diocesan ordination costs or to go toward theological education.

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    Postulancy

    Origin:  Executive Committee Policy

    Date:     1996    Revised 2002

    Postulancy and Ordination Process

    Enquiry Stage

    1. Meeting with parish priest to discuss sense of vocation for ministry.

    2. Meeting with pastoral chaplain to discern possible directions for Ministry, with the guidance of the Pastoral Chaplain.

    3. Meeting with the Bishop, followed by referral to the Postulancy Commission.

    Candidacy Stage

    4. Application to the Postulancy Commission by submitting the following material:

  • Autobiographical statement
  • Resume, including education
  • Confidential letter from the parish priest
  • Parish commendation form, including both ACPO portion and supplementary questions for the Diocese of Algoma
  • Letter from spouse or fiancé (if applicable)
  • Statement of current financial standing
  • Criminal record check
  • Confidential letter from Pastoral Chaplain
  • 5. Postulancy Commission considers the application and decides whether to interview the Inquirer

    6. The Postulancy Committee interviews inquirer and decides whether to recommend person to the Bishop as a candidate

    7. Bishop may grant candidacy standing

    8. An education plan is worked out between the candidate, the pastoral chaplain, and the Executive Archdeacon

    Postulancy Stage

    9. Candidate attends an ACPO weekend (Advisory Committee on Postulants for Ordination). This is a residential assessment for candidates for ordination to the priesthood.

    10. If the candidate is successful at ACPO the Bishop may grant the person postulancy standing.

    11. Regular reports of educational progress are sent to the Bishop, the Pastoral Chaplain, and the Postulancy Commission.

    Ordination Stage and After

    12. The Bishop decides where the ordinands will serve and makes the decision to ordain to the diaconate.

    13. Ordination to the diaconate.

    14. The Bishop decides to ordain the deacon to the priesthood.

    15. Ordination to priesthood.

    16. Attendance at Early Ministry Conference for four years after ordination to the diaconate.

    17. On-going contact with pastoral chaplain.

    18. On-going evaluation of the practice of ministry.

    All of this assumes regular contact with the pastoral chaplain and periodic reports from the Pastoral Chaplain to the Postulancy Commission.

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    Property

    Purchase of Property at the Parish level

     

    Process for the Purchase of Property at the Parish level

    1) A Vestry Motion approving of the purchase is required. It should be noted that title to all property in the Diocese is held by The Incorporated Synod of the Diocese of Algoma. The Diocesan Canons recognize only congregational Vestries. Some parishes have what are called ‘Parish Vestries’, but these are a matter of local custom and convenience and have no standing under the diocesan Canons. If the title to the property is to be held by the Diocese for a single congregation in a multi-point parish, the approval of that congregational Vestry is needed. If the property is to be held by the Diocese for all of the congregations in the parish, then the approval of each of the congregational Vestries is needed.

    2) A Vestry Motion approving of the use of any money held in Trust for the Parish by the Diocese when that money is being used for the purchase.

    3) Deanery officials’ approval of steps one and two.

    4) Executive approval of steps one and two.

    5) The purchase is made in the name of "The Incorporated Synod of the Diocese of Algoma".

    8) The offer to purchase is faxed to the Synod Office at 705-946-1860 for signatures and is then faxed back.

    9) The parish retains a lawyer who handles the purchase.

    10) Signing authorities for The Incorporated Synod of the Diocese of Algoma are:

    a) The Bishop of Algoma or Commissary

    b) The Diocesan Treasurer, Chancellor, or Registrar

    I I) The parish’s lawyer couriers the legal documents to the Synod Office (619 Wellington St. East., Sault Ste. Marie, Ontario, P6A 2M6) for signatures.

    12) The Synod Office couriers back the required documentation with a cheque "in trust".

    13) The lawyer completes the transaction and sends all documents to the Synod Office for safe keeping in the property records.

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    Property
    Mortgages

    Mortgages

    1. Mortgages involving parish property must be signed by the Diocese (The Incorporated Synod of the Diocese of Algoma) as the title to all property in the Diocese is held by the Incorporated Synod.

    2. Normally, in day to day mortgage transactions, a person signing a mortgage is not only pledging the security of the property being mortgaged but is also signing a personal covenant to repay, so that in the event that there is a default and the realization of the security does not result in a sufficient amount of money to repay the loan and related costs, the lender is in a position to sue the mortgagor for any deficiency. This personal covenant to repay is a standard part of any mortgage document.

    For obvious reasons the Diocese cannot be in a position where it is obliged on a covenant to repay with respect to every mortgage given by a parish for a loan. It is diocesan policy that when the Incorporated Synod gives a mortgage it strikes the personal covenant in the mortgage. The effect of this is that all the diocese is giving with the mortgage is the security. If there is a default, the lender would be entitled to realize on the security of the real estate, but would not have any other recourse against the Incorporated Synod.

    This should be made known to any prospective lender at the outset of any discussions regarding the obtaining of a loan.

    3. Incumbents and Wardens of Parishes should be mindful of their own personal liability. Often the Incumbent and Wardens will be required to sign the mortgage document or some other loan document or documents in the course of a parish loan. If they are required to sign such a document it should be made clear in the document that they are signing "without personal liability".

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    Property

    Origin:  Executive Committee Policy

    Date:    November 2006

    Archbishop Wright Building Fund Loan Request and Loans: Policy and Guidelines 

    POLICY

    1. A parish requiring a loan from the Fund will prepare a “Loan Application Request” to the Synod office.

    2. The Parish will include with the Loan Application Request:

    a) A schedule of Project cost financing for which the loan is requested comprising:
    ○ one-half cash on hand (minimum); and
    one-half loan from the Fund (maximum or $100,000 whichever is less)
    one-quarter pledges (secured)
    to secure loan from the Fund
    b) Comparative financial statements (statements of incomes & expenses and balance sheets, the latter if available) for the five year period immediately preceding the year of the loan request;
    c) Comparative financial statements of incomes and expenses (forecast) for the year of the loan request and the succeeding four years (which include the monthly blended principal and interest payments on the loan from the Fund for the period immediately following the time of completion of the project);
    d) Appropriate narratives/assumptions made to explain changes from past actual figures to those figures shown in the forecast.

    3. The Synod office will provide the Loan Application Request to the Investment Committee of the Administration and Finance Committee.  

    4. The Investment Committee will

    a) Review and consider the loan request and provide its recommendation, for or against the loan request, via the Administration and Finance Committee, to the Executive Committee;
    b)   Ensure that all appropriate documentation has been included with the loan request to enable it to adequately consider/evaluate the loan request.  

    5. The Executive Committee will decide for or against the loan request. (The Executive Committee may recommend modifications of the loan request to the Parish; if acceptable to the Parish, then the Parish would indicate its approval to the Executive Committee).  

    6. If the loan request is approved by the Executive Committee, the Parish will prepare the “Undertaking for Repayment of Loan” and submit it to the Synod office.    

    NOTE: Various forms as mentioned above may be obtained from the Synod Office                           

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    Archbishop Wright Building Fund (“the Fund”)

    Loan Requests and Loans

    GUIDELINES

    Factors to be reviewed by the Parish, the Investment Committee, Diocesan Officials, and the Executive Committee, but not to be limited to, are:

    1) The age of congregation. Is there a good mix of young, involved couples and other members on a fixed income? Is the income of the Parish fairly evenly spread out, or are two or three members the main donors? What happens when the chief donors move or die? Will this cause financial hardship?

    2) Is there a broad base for fund-raising or is it the focus of a few members who will eventually burn out? Will the repayment of loans become the chief focus of the congregation?

    3) What Level of ministry is required? Will it be full-time or a shared ministry? Should a change of ministry be required, will it create a financial hardship for the congregation with regards to interim ministry, or moving of personnel, etc.?

    4) By attempting to pay back the loan amount(s), will this necessitate not paying other obligations such as stipend, etc.? Will this in turn force the congregation to apply to the Diocese for forgiveness of loans, reduced ministry or shared ministry?

    5) Most importantly, is this a one-industry area? Is there diversity of employment? If the major employer shuts down, will there still be a sound economic base available to sustain the givings needed by the congregation to meet its financial obligations?

    6) Is the project under the leadership of a strong, charismatic clergy? If so, what happens financially to the parish should this person be transferred or move on, or burn out?

    7) Would it be beneficial for the members of the Investment Committee to meet personally with the congregation? (Quite frequently, what you read on paper and what you experience in person or two very different perspectives.)

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    Property

    Origin:  Executive Committee Policy

    Date:    February 2008

    Major Property Expenditures

    BACKGROUND

    Canon H-3:  THE ERECTION OF CHURCHES states:

    Approval for buildings and structural alterations:

    1.     No Church, rectory or other building may be erected until:

    (i)  the site of the proposed building has been conveyed to the Synod or the Bishop of the Diocese; and

    (ii) the plans, specifications, and statements of local or other contributions have been submitted to and considered by the Archdeacon and Regional Dean, who will submit them, if necessary, to the Bishop and the Executive Committee for their approval.

    2.     This canon applies to all structural alterations or improvements in churches, rectories, or other buildings, and the rearrangement of church or chancel furniture.

    Accordingly, “The Diocese is, by virtue of its incorporating statute, the legal owner of all assets of the Anglican Church in the Diocese so that in legal terms, Parishes, as such, do not have legal title to any assets.”  (Ken Lawson, the Chancellor, by letter dated November 24th, 2003)

    Therefore, it is imperative that any acquisition, construction, renovation, or repair expenditure exceeding $25,000 be only undertaken by a Parish with approval of the Executive Committee and in accordance with the following policy.

    POLICY TO GOVERN MAJOR PROPERTY EXPENDITURES UNDERTAKEN BY PARISHES

    1.         Parish requests Architect to provide “preliminary drawings and budget.”

    2.         Parish resolves scope and cost of project. 

    3.         Parish prepares and submits “Property Matters Request Form” to Synod office with a copy of “preliminary drawings and budget.”

     

    4.         Synod office submits “Property Matters Request Form” to the Executive Committee for approval.

     

    5.         Upon approval of the Executive Committee, the Synod office requests Architect to prepare Tender Documents.

     

    6.         Architect provides copies of Tender Documents to Synod office and to Parish for review.

     

    7.         Architect advertises requesting tenders.

     

    8.         Synod office officials and Parish representatives to be present at tender openings and selection of successful contractor.

     

    9.         Change orders to the contract or to the project made only on approval of Parish and Synod office.

     

    10.       Parish appoints appropriate Parishioner to ensure project cost does not exceed approved budget. 

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    Statistics

    Origin:  Diocesan Policy

    Date:    May 1984  Revised year by year as necessary

    Guidelines for Diocesan Statistics

    The Diocesan statistics are used to monitor and shape the life of our Diocese and its parishes. The statistics are often requested in categories established by the National Church and used throughout Canada. Statistics should be submitted for each separate congregation. (Financial statistics can be reported on a parish basis rather than a congregational basis if there is a fully integrated parish financial statement.) Reliable statistics are a sound foundation for planning Mission and Ministry.

    The following notes will help with the interpretation of the categories:

    Number of families on the Role

  • This should be the number of households with more than one person resident.
  • Number of Individuals on the Role

  • This should be the number of households with one individual resident.
  • These two numbers should equal the number of households on the role. The number of households should include all three categories of:

  • 1. Those who regularly attend
  • 2. Those who occasionally attend.
  • 3. Those who have a past pastoral association with the parish through baptism, marriage, confirmation, etc. Please include summer visitors who attend regularly enough to be on your parish list.
  • Total Members on the Parish Roll

  • This will include the sum of all the baptized persons in the households on the parish list.

  • Number of Confirmed Persons on the Parish Roll

  • In parishes where there are not up-to-date and accurate records, this number may have to be estimated by the incumbent.

  • Attendance during the Christmas Season

  • Numbers reported should include the evening of December 24, through to the evening of December 25 plus any Christmas home or hospital communions, and are not to be included in average Sunday attendance reporting unless Christmas falls on a Sunday.

  • Communicants in the Easter Octave

  • This number is the combined Sunday attendance of both Easter Sunday and the following Sunday, as well as Easter Saturday vigils, Easter home communions, and Easter services to shut-ins and seniors' homes.
  • Number of Envelope Subscribers

    Number of Pledges

  • This should indicate how many households in your congregation have made a pledge or a subscription that was received by your congregation in the last year, or which was renewed in the last year.
  • Number of Other Identifiable Givers

  • Please include people who make regular donations for church purposes but not one-time gifts for memorials, etc.

  • Average Total Attendance at Sunday Services

  • Please include Sunday School attendees - children, children in the nursery, and adult staff looking after the Children
  • Also include service participants in the chancel and sanctuary.
  • When the incumbent signs the register, the incumbent is confirming the accuracy of the attendance figures. Periodic training sessions should be held for sidespeople to instruct them in making, confirming, and recording accurate attendance counts.
  • Average Attendance at Mid-Week Services

    Average Attendance at "care homes" Services

  • Parishes having regular mid-week services and mid-week services in "care homes" should report those figures as a separate category from average Sunday attendance.

  • Frequency of Services

  • This category simply confirms whether the congregation meets weekly or less frequently, e.g. bi-weekly, monthly, summer only etc.
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    Worship

    Origin:  Bishop’s Policy

    Anglican Worship space and other denominations

    Use of Anglican Worship Space

    By other Denominations and Religions

    All worship in Anglican worship spaces in the Diocese requires the licence and authorization of the Bishop of Algoma. From time to time other religious groups make requests to share Anglican worship spaces. These will be evaluated by the Bishop on the following bases:

    1. The primary consideration for sharing space should not be simply financial. The two faith communities should be sharing on the basis of common beliefs, values, and mission.

    2. Signage, notices and advertisements should not undermine in any way the the identity and visible Anglican presence in the community.

    3. Temporary arrangements require the consent of the incumbent, the wardens, the advisory board and the Bishop. Ongoing permanent sharing also requires the consent of the congregational meeting.

    4. Special care needs to be taken concerning the authorizing of remarriages in Anglican churches that have not been approved by the Matrimonial Commission. Where there is consistent shared use of a building, non-Anglican remarriage ceremonies may be permitted by the Bishop after the pastoral teaching and preparation of the Anglican congregation regarding Anglican remarriage provisions.

    5. The financial arrangements must be equitable; i.e. if two congregations are sharing one building, primarily for Sunday worship, it would be unfair for Anglicans to pay around-the-clock weekly expenses and for a different denomination to simply rent time on an hourly basis for Sunday morning.

    6. Does the group making the request have a history of cooperative, mutual relationships, or competitiveness?

    7. The group making the request shall maintain and keep in force during the term hereof, at its own expense, comprehensive general liability insurance in an amount of not less than two million dollars ($2,000,000.00) per occurrence for bodily injury for any one or more persons or damage to the property of others. Such insurance shall include the parish as an additional insured, shall contain a cross liability/severability of interests clause, shall be non-contributing with, will apply only as primary and excess to any other insurance available to the parish, and shall include thirty (30) days written notice to the parish of any cancellation or termination thereof. The group shall provide evidence of insurance in the form of a certificate of insurance to the parish prior to the date/period of the use of the facilities.

     

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    Worship

    Origin:  Bishop’s Policy

    Date:     January 2002

    Confirmation and Episcopal visits

    When the Bishop makes a visit to a Parish that includes a worship Service:

    1. The Incumbent is asked to serve as Master of ceremonies for the announcing of hymns, etc. during the confirmation, and to direct the service of the word for all Services.

    2. There should be a Gospel reader other than the Bishop.

    3. The liturgical colour for Confirmation will be red.

    4. The incumbent sets up the altar and does the ablutions, or sees that these are looked after.

    5. The Bishop would like to greet the congregation following the service and before any Confirmation pictures. Photographs can be taken just after the congregation leaves.

    6. The Certificates can be handed out during the picture taking or the reception and no extra ceremony or formalities are required.

    7. The Bishop's chaplain should be robed.

    8. It is not necessary to lead the Bishop to the pulpit as with a visitor, because the Bishop is preaching by right rather than by invitation.

    9. If you normally have a children's moment in the service time, the Bishop would be happy to lead it, with notice.

    10. Before the Eucharist please advise the Bishop as to the normal posture of the congregation during the Eucharistic and Post-Communion prayers.

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    Worship

    Origin:  Bishop’s Policy

    Date:     Confirmed February 1995

    Reserved Sacrament

    Guidelines for the Distribution of Reserved Sacrament

    by Deacons and Lay People

    The Incumbent of a parish is responsible for ensuring that these guidelines are followed within the parish, and for reviewing the practice of the administration of the sacrament within the parish from time to time.

    The Bishop shall make a pastoral decision as to the distribution of the reserved sacrament by deacons or lay people. In most cases it should be seen as a short term arrangement, to be utilized on a temporary basis in exceptional circumstances or emergencies. It should not be the norm or a long term arrangement; however, regular distribution of the reserved sacrament may be implemented where there is a deacon or lay pastor in charge of a parish. At least once a month a full celebration of the Eucharist should take place in the receiving community.

    The distribution of the reserved sacrament should only be done by people specifically licensed to do this by the Bishop. A license as a diocesan or parochial lay reader, or as a eucharistic assistant, does not automatically include this function. Licences to distribute the reserve sacrament will be limited in time and reviewed regularly.

    Where there is a need for such specially licensed eucharistic assistants the incumbent of the parish will write to the Bishop explaining this need and asking the Bishop to issue these licenses. As part of this the incumbent will explain to the Bishop the training program that will be used and the manner in which the distribution of the reserved sacrament will be carried out. The training plan should be updated and re-approved by the Bishop on a two year cycle.

    This request for licensing must be accompanied by a Motion from the Vestry or Advisory Board requesting that such licenses be issued by the Bishop to the individual or individuals named in the Motion.

    Very few people in the past have had permission to use the Reserved Sacrament or to perform extended communion in the context of a public Worship Service. This provision will only be used for Lay Pastors or Deacons under special circumstances, and requires the direct permission of the Bishop.

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    Consecration

    In the act of reserving the sacrament for distribution in another community, the consecrating community is, in effect, extending its altar and altar rail in both distance and time to include the receiving community. Thus it is important to maintain links between the two, and for the two to be in close proximity. The receiving community should know where the sacrament for its use is coming from and when it was consecrated, and the consecrating community should know where the reserved sacrament is going and when it will be used. Whenever possible the person who will be administering the sacrament should be present for the consecration of it.

    This connection can be drawn, among other places, during the prayer of consecration. In the Book of Common Prayer, for example, the paragraph at the bottom of page 82 can be amended to read "we thy humble servants, with all thy holy Church, both here and in the congregation of ..., remembering etc.". Prayer One in the Book of Alternative Services can be amended as follows: "Send your Holy Spirit upon us and upon your church in the congregation of ..., and upon these gifts etc." (page 195, second last paragraph); the other prayers may be similarly amended.

    The reserved sacrament normally should be kept for no longer than one month. All remaining elements should be disposed of reverently before the next celebration of the eucharist.

    Transporting, Storing, and Distributing the Reserved Elements

    The reserved elements should be transported from the service in which they are consecrated with care, respect, and reverence. They should be taken in appropriate containers directly to a place of security where they will be administered or stored. They should be carried only by those licensed to perform this function.

    The elements should be stored with reverence and dignity in a tabernacle or aumbry if such is available, in a safe place in the church, or in the home of the administrant. The place in which they are kept should be secured and marked in some fashion, such as with a candle, a light, a cross, or other marker.

    Immediately before the service at which the elements are to be distributed, they should be placed on the altar on a corporal or purificator, and covered with a white veil until the offertory. They should be treated in such a way that they are not confused with unconsecrated elements.

    Guidelines for Use at Services in the Church

    Christ has promised to be among us when we are gathered in a community as Christians. Consecration of the bread and wine to become the body and blood of Christ is not magic, but takes place by the actions of the priest and congregation together as celebrants of the Eucharist. Thus when communion is administered from the reserved sacrament, the Prayer of Consecration is not used.

    Order of Service for Distribution of Communion from the Reserved Sacrament according to The Book of Alternative Services

    The Gathering of the Community, p. 185 or 230
    Opening greeting
    Glory to God, p. 186, or a choice from p. 231
    Collect of the day
    Proclamation of the Word, p. 187 or p. 232
    Readings of the day
    Sermon
    Creed
    Prayers of the people
    Confession
    Assurance of pardon ("you" is changed to "us")
    The Peace
    The Offertory
    Communion
    Lord's Prayer, p. 211 or p. 245
    (if desired) Agnus Dei or Prayer of Humble Access, p. 246
    Invitation to communion (eg. "the gifts of God ...")
    Communion
    Prayer after communion, p. 214 or p. 247
    Dismissal, p. 215 or p. 249 — no closing blessing

     

    Order of Service for Distribution of Communion from the Reserved Sacrament according to The Book of Common Prayer

    Opening prayers, p. 67
    Summary of the law, p. 69
    Collect of the day
    Readings of the day
    Creed
    Sermon
    Offertory
    Prayers of the people
    Confession
    Assurance of pardon — the collect for Trinity 21, p. 252 is used
    Comfortable words, p. 78
    The peace, p. 83
    Prayer of humble access
    Agnus Dei
    Communion
    Lord's Prayer, p. 85
    Post-communion prayer
    Gloria in Excelsis
    Dismissal — no closing blessing
    Hymns may be added as desired.

    The booklet, Public Distribution of Holy Communion by Deacons and Lay People, published by the Anglican Book Centre, has three forms of service for public worship when communion is from the reserved sacrament. The forms follow the two rites from the Book of Alternative Services, as well as the Ante-Communion from the Book of Common Prayer.

    For the Distribution of the Sacrament to the Sick and Shut-ins

    As the altar and altar rail are extended from the consecrating community to the receiving community, so are they extended from the consecrating or receiving community who are not able to attend through reason of age, sickness, infirmity, or other limitations.

    Whenever possible, communion should be taken directly from the celebration of the Eucharist to those who are not able to attend, with the administrants returning directly to the church to report to the congregation and the incumbent about the person to whom they have taken the sacrament, and to return and clean the vessels. The administration in the home or hospital room thus becomes a part of the community celebration through the actions of going out and returning to the parish church. It may be necessary to make arrangements with the hospital in advance.

    The introductions to, and rubrics of, the services of Communion under Special Circumstances (p. 257) and Ministry to the Sick (p. 553) in The Book of Alternative Services should be read and followed with care.

    The prayer on p. 556 may be amended as follows to emphasize the connection with the parish community:

    "The Church of Christ, and the parish of "X", of which we are members. Prayer # 41, p. 55 of the Book of Common Prayer may be used as a collect for the same purpose.

     

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    Worship

    Origin:  Bishop’s Policy And Canon I – 1 (6) (a)
    Date:    August 2006

    Guest Leaders of Worship

    The question often comes up as to when the Bishop’s permission is required for an incumbent to invite a guest to give leadership in the congregation.

     

    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.

     

    Local 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 involved is invited to officiate at worship, preach, or administer the sacraments.

     

    Full details must be provided in a written memo with sufficient lead-time (three weeks), to allow for the Synod Office to clarify arrangements and conduct reference checks, which is the normal procedure for visitors from beyond Algoma.

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