St. Ambrose Financial Services, Inc.

 

   
 

P.O. Box 4004
La Crosse, WI  54602-4004

 

Phone: (608) 791-2669
Fax: (608) 787-8068
Executive Director: Dennis Herricks
Email: dherricks@stambrosefinancial.com

 

 


 

 

Parish Finance Manual [Fin]

 

Table of Contents

 

  1.  

  2.  

  3. Deposit and Loan Fund

    1. Deposit and Loan Fund Policy

  4. Investment Policy

    1. Investment Policy

  5. Building Improvements

    Please Note:
    Resources and Procedures are located on the Diocese of La Crosse website under Offices & Ministries / Buildings and Grounds - http://diolc.org/buildings/

  6. Ledger Pages - Insurance Coverage of Church and School Buildings

    1. All Risk Insurance Overview

    2. Building Report Form and Building Report Guide (For major building projects, for example, construction of a new church.)

    3. Building Report Form-Minor Building and Building Report Guide-Minor (For building renovations/restorations to existing buildings.)

    4. Building Report Form-Residential and Building Report Guide-Residential (For construction/renovation of rectory/rectory garage, etc.)

  7. Catholic Mutual Group Parish Risk Management Manual

    1. Preface

    2. Premises Liability

      1. Overview

      2. Slips, Trips and Falls - Some Basic Information

      3. Slips, Trips and Falls - Safety Survey

      4. Slips, Trips and Falls - Ice and Snow Removal Procedures

      5. Winter Maintenance Log

    3. Preventative Maintenance

      1. Overview

      2. Preventative Maintenance Checklists

      3. Safety "Self Inspection Report"

      4. Boiler Operations Overview

      5. Boiler Log

      6. Boiler Start-up Checklist

      7. Air Conditioning - General Information and Start-up Checklist

      8. Summer Maintenance Checklist

      9. Procedures to Follow Regarding Vacant and/or Unoccupied Buildings

    4. Mold Prevention

      1. Overview

      2. Steps to Reduce Roof Leaks

    5. Security

      1. Overview

      2. CUP II Security Policy - Controlled Entry and Access to Facilities and Emergency Response Guidelines

      3. Wisconsin's Conceal and Carry Weapons Law

        1. Pastoral Guidance on Conceal and Carry Law

        2. Conceal and Carry Fact Sheet

        3. Catholic Mutual Group Memorandum on Wisconsin's New Concealed/Carry Weapons Laws

    6. Fire Prevention

      1. Overview

      2. Warnings of Potential Electrical Hazards

      3. What You Can Do to Keep Your Electrical System Safe

      4. Smoke Alarms - A Small Price to Pay for Life-Saving Protection

    7. Emergency Procedures

      1. Overview

      2. Emergency Phone Numbers (Form)

      3. Emergency Plan

      4. First Aid

      5. Health and Safety

      6. Bomb Threats

      7. Fire

      8. Tornadoes and Earthquakes

      9. Traffic Safety

      10. Bus Safety

      11. Suicide and Death

      12. Disruptions

      13. Crisis Management Tips

    8. Lease and Facility Usage Contract Guidelines

      1. Addendum to Lease

      2. Facility Usage/Indemnity Agreement

      3. Adult Hold Harmless/Indemnity Agreement

      4. Sample Real Estate Lease

    9. Guidelines for Parish Hall Rental/Usage

      1. Safety Guidelines for Parish Hall Rental/Usage

      2. Sample Rental Agreement

      3. What Is Special Events Coverage?

      4. Application for Special Events Coverage

      5. Unaffiliated Organization Agreement

      6. Liquor Liability Insurance Form - K&K Insurance Group

      7. Sexual Abuse or Sexual Molestation Liability Coverage Request - K&K Insurance Group 

    10.  Parish Festivals

      1. Guidelines - Parish Festivals

      2. Online Training - Catholic Mutual Group

      3. Festival and High Risk Events - Best Practices Checklist

      4. Parish Festival Vendor Hold Harmless/Indemnity Agreement

    11. Request for Certificates of Insurance - Liability

    12. Vehicle Safety Program

      1. Overview

      2. Vehicle Safety Policy

        1. Policy

        2.  Be Smart - Drive Safe, Required Online Defensive Driving Course

      3. Employee Driver From

      4. Volunteer Driver Form

      5. Checklist for Employee/Volunteer Vehicle Use

      6. Parish-owned Vehicles

      7. Passenger Van Use Policy

    13. Employee Safety

      1. Overview

      2. Employee Safety Policy

      3. Reducing Employee Injuries and Safety Orientation Checklist

      4. What's Your Safety Attitude

      5. Leading Causes of on-the-job Injuries

      6. Written Injury Prevention Program

      7. Workplace Safety Survey

      8. Slips, Trips and Falls

      9. Portable Ladders and Ladder Safety

      10. Scaffold Safety

      11. Guide to Safe Lifting

      12. Safe Chemical Handling and Hazard Communication Program

      13. Worker's Compensation Guidelines

      14. Worker's Compensation - Accident Investigation Report

      15. Employer's First Report of Injury or Disease

      16. Worker's Compensation Insurance - Audit Questionnaire (Form)

    14. Wrongful Termination

      1. Overview

      2. Employment Practices Liability Coverage

    15. Youth Programs/Field Trips

      1. Overview

      2. Field Trip (Statement of Policy)

      3. Adult Comprehensive Medical Release and Permission Form

      4. Child Comprehensive Medical Release and Permission Form

      5. Field Trip Transportation Policy

      6. Field Trip Driver Information Form

      7. Offsite and/or Overnight Event Checklist

    16. School Violence Prevention and Safety Procedures

      1. School Violence Prevention and Preparedness: A Planning Guide for Schools

      2. Bloodborne Pathogens Exposure

    17. Travel/Trips

      1. Diocesan vs. Non-Diocesan

      2. Worldwide Travel Program

      3. International Casualty Program

      4. Catholic Mutual Global Companion Services

    18. Claim Reporting Procedures

      1. Overview

      2. Property Loss

        1. Overview

        2. Incident Investigation Report for Physical Damage

      3. Liability Loss - Non-Employee

        1. Overview

        2. Incident Investigation Report for Injuries to Non-Employees

      4. Worker's Compensation - Employee

        1. Employer's First Report of Injury or Disease

    19. Volunteers

      1. General Information

    20. Parish Nurse Program

      1. Catholic Mutual Guidelines for Parish Nurse/Health Ministry Programs

      2. Health Care Institution Hold Harmless/Indemnity Agreement


  8. Benefits Provided

    1.  

    2.  

    3. Priest Group Health, Vision and Dental Insurance Information:

    4. Health Insurance - Lay Group Medical, Dental, Life and Voluntary Long Term Disability

      1. Health Plan - Overview
             a)  Summary of Benefits and Coverage (SBC) - Traditional Plan Lay Group  
             b)  Summary of Benefits and Coverage (SBC) - HDHP HSA Plan Lay Group

      2. High Deductible Health Plan/HSA Qualified
             a)   FAQ's
             b)   HSA Trust Account Contribution Election Form

      3. Enrollment Form
             a)   General
             b)   Catholic Charities
             c)   Shrine

      4. Change Form
             a)   General
             b)   Catholic Charities
             c)   Shrine

      5. Prescription Drug / Pharmacy Benefit
             a)   Serve You Rx - Welcome
             b)   Serve You Rx DirectRx - Mail Order
            c)  Serve You Rx DirectRx - New Prescription Mail Order Form
            d)  Serve You Rx DirectRx - Prescription Transfer Form
            e)  Serve You Rx - Notice of Privacy Practices  \

      6. VSP Vision
            a)   VSP Vision Welcome
            b)   VSP Vision Benefits Summary
            c)   VSP Vision Account Access

      7. Delta Dental Overview

      8. Voluntary Life Insurance
             a)   Overview
             b)   Summary of Benefits
             c)   Enrollment Form For Group Insurance
             d)   Evidence of Insurability Cover Sheet

      9. Voluntary Long Term Disability
             a)   Overview
             b)   Summary of Benefits
             c)   Enrollment Form For Group Insurance
             d)   Evidence of Insurability Cover Sheet
           
        e)   Voluntary LTD Fact Sheet
              f)   Voluntary LTD Premium Calculation

      10. Glossary of Health Coverage and Medical Terms