Introduction

1.  Annual Report

   1.  Annual Report, Instructions for Completing and Transmitting via the Internet

      1. Annual Report - Blank

      2. Instructions for Completing

      3. Instructions for Transmitting via the Internet

   2. Consistent Accounting Applications, Parish Chart of Accounts and Guide to the Annual Report for St. Ambrose Financial Services, Inc.

   3. Society/Organization Report

   4. Annual Report on Consultation in the Parish
      
      

2. Parish Accounts and Financial Controls

   1. Review of Parish/School Accounts and Financial Control Guidelines

   2. Catholic Mutual Parish/School Financial Review Verification Form

   3. Internal Control Checklist

   4. Report of the Preparatory Commission on Church Administration of Temporal Goods (Fifth Diocesan Synod) and Fourth Diocesan Synod Temporal Goods of the Church

   5. Scrip Handling Guidelines

   6. Scrip Inventory

   7. Permission for Child/Ward Delivery of Scrip and Waiver of Claim
      
      

3. Deposit and Loan Fund Policy
   
   

4. Investment Policy and Endowment Trusts

   1. Overview

   2. Diocese of La Crosse Investment Policy

   3. Endowment Trusts

      1. Sample Letter Advising Procedures for Establishing an Endowment Trust

      2. Endowment Trust Policy Statement and Norms

      3. Declaration of Endowment Trust Blank Document

      4. Endowment Trust Examples of Computations of Distributable Income under IV.D of the Trust Agreement

      5. Sample Completed Endowment Trust Annual Report

      6. Endowment Trust Annual Report

   4. St. Ambrose Financial Services, Inc. Master Investment Program - M& I Investment Structure
      
      

5. Building Improvements

   1. Procedure for Routine Improvement Projects

   2. Building and/or Renovating Churches

      1. Policy and Procedure for Building or Renovating

      2. Checklist for Capital Improvement Projects

      3. Top 10 Suggestions to Expedite Contract Review

      4. Amended Building Moratorium

   3. Improvement Authorizations

      1. St. Ambrose Financial Services, Inc. Improvement Authorization (Form)

      2. St. Ambrose Financial Services, Inc. Improvement Authorization (Sample Completed Form)

   4. Sample Certificate of Insurance

   5. Contract Review Procedure

   6. Catholic Mutual Group's Construction Contract Guidelines

      1. Addendum to Construction Contract

      2. AIA Documents (Needed Deletions to Various Construction Contracts)

   7. Certificate of Independent Contractor Status
      
      

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

   1. All Risk Insurance Overview

   2. Building Report Form

      1. Blank Form

      2. Building Report Guide
         
         

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. 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

   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

   10. Guidelines for Parish Festivals

       1. Overview

       2. Vendor Hold Harmless/Indemnity Agreement

       3. How Do I Know If My Parish Has Been Named As an "Additional Insured"?

       4. Use of Inflatables/Bounce Houses

   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 (Form and Sample)

       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. Confidential Safe Environment Employee and Volunteer Questionnaire

       6. Field Trip Transportation Policy

       7. Field Trip Driver Information Form

   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 Claims (Non-employee)

          1. Overview

          2. Incident Investigation Report for Injuries

       4. Worker's Compensation (Employee)

          1. Employer's First Report of Injury or Disease

   19. Parish Nurse Program

       1. Joint Venture Agreement

       2. Scope of Practice for the Ministry of Parish Nursing Practice

       3. Diocese of La Crosse and Catholic Residential Services, Inc. Agreement

       4. Client Form

       5. Independent Contractor Agreement

       6. Parish Agreement with Diocese of La Crosse

   20. Volunteers

       1. General Information
          
          

8. Benefits Provided

   1. Church Unemployment Pay Program

      1. Overview

      2. Brochure

   2. Lay Employees Retirement Plan

      1. Defined Benefit Plan (Frozen) - Brief Summary of Plan Provisions

      2. Mutual of America 403(b) Thrift Plan (Effective January 1, 2007)

         1. 403(b) Thrift Plan Highlight Sheet

         2. Thrift Plan Employee Enrollment Form

         3. Beneficiary Designation Form

         4. Section 403(b) Thrift Plan Contribution Election Form

         5. Thrift Plan Change in Allocation and Transfer Form

         6. Request for Change of Address and/or Name Change Form

   3. Priest Group Health and Dental Insurance Information Packet

   4. Lay Group Health, Dental and Life Insurance

      1. Lay Group Insurance Information - Cover Page

      2. Table of Contents

      3. Lay Group Health and Dental Insurance Renewal Rates and Open Enrollment

      4. Plan Design Option A - $500 Deductible

      5. Plan Design Option B - $1,000 Deductible

      6. Eligibility Requirements for Insurance Programs

      7. Lay Insurance Plans - General Information

      8. Group Health Plan Coverage Summary

      9. The Women's Health and Cancer Rights Act

      10. Important Information Regarding Your Rights and Responsibilities through HIPAA

      11. Hospital Pre-certification

      12. Prescription Drug Benefits

      13. Continuation of Coverage

      14. Current Continuation of Coverage Regulations

      15. Continuation of Coverage Rights

      16. Brief Outlines of the Group Dental and Life Insurance Plans for Lay Employees

      17. Voluntary Long Term Disability Protection

      18. Optional Life Insurance

      19. Custom Benefit Administrators Group Enrollment Form

      20. Custom Benefit Administrators Change Form

      21. Personal Health Application Form - Life Insurance for Late Enrollees

   5. Medicare Part D (Prescription Drug Coverage)

      1. Memorandum

      2. Important Notice about Your Prescription Drug Coverage and Medicare
         
         

9. Federal and State Poster Requirements

   1. Requirement on Posting Federal and State Employee Information

   2. The Uniformed Services Employment and Re-employment Rights Act
      
      

10. Tax Exempt Property Reporting

    1. Overview and Instructions

    2. Single Parcel Tax Exemption Report Form

    3. Multi-parcel Tax Exemption Report Form
       
       

11. Tax Information

    1. Hawkins, Ash, Baptie & Company Federal and Wisconsin Tax Information for Calendar Year-end

       1. General Information

       2. Sample W-2s and W-3

       3. Instructions for Forms W-2 and W-3

       4. Employer's Quarterly Federal Tax Return (Form 941)

       5. Application for Exemption from Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science Practitioners (Form 4361)

       6. Self-employment Tax, Schedule SE (Form 1040)

       7. Instructions for Schedule SE (Form 1040)

       8. Notice 1036: Early Release Copies of the 2011 Percentage Method Tables for Income Tax Withholding

       9. Certain Gambling Winnings (Form W-2G)

       10. Instructions for Forms W-2G and 5754

       11. Raffles and Gaming

           1. State of Wisconsin Department of Administration-Gaming - "Considering an Application for a Bingo License?"

           2. Wisconsin Bingo Law Requirements

           3. Sample Ticket Formats

           4. Important Reminders

           5. Statutory Requirements for Raffles in Wisconsin

           6. Wisconsin Administrative Code for the Conduct of Raffles in Wisconsin

           7. Wisconsin Statutes, Chapter 563 - Bingo and Raffle Control 

       12. Form 1099-MISC

       13. Instructions for Form 1099-MISC

       14. Form I-9, Employment Eligibility Verification

       15. Employee's Wisconsin Withholding Exemption Certificate/New Hire Reporting

       16. Annual Giving Acknowledgment

       17. Request for Taxpayer Identification Number and Certification (Form W-9)

       18. Noncash Charitable Contributions (Form 8283)

       19. Instructions for Form 8283

       20. Donee Information Return (Form 8282)

       21. Federal Taxes Weekly Alert: "Churches cautioned on penalties for participating in disguised tuition plans"

       22. Records Retention

       23. Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding (Form SS-8)

       24. Taxation for Foreign Priests

       25. The Restriction of Political Campaign Intervention by Section 501(c)(3) Tax-Exempt Organizations

    2. Stipends for Volunteers

    3. Cash Payments to Individuals and "Independent Contractors"

    4. Independent Contractor (Self-Employed) or Employee?  Checklist of Internal Revenue Service Factors

    5. Group Ruling by the Internal Revenue Service - Revenue Procedure 75-50, Lobbying Activities and Political Activities

    6. Politics and the Pulpit: A Guide to the Internal Revenue Code Restrictions on Political Activity of Religious Organizations

    7. Important Tax Advice: Substantiation and Disclosure Provisions of the Omnibus Revenue Reconciliation Act of 1993

    8. Internal Revenue Service Tax Guide for Churches and Religious Organizations
       
       

12. Compensation of the Clergy in the Diocese of La Crosse

    1. Decree Promulgating Norms for the Compensation of the Clergy

    2. Priest Salary Schedule - Base Salary with 10% Increase Each Year for Five Years
       
       

13. Information for Incoming Pastors

    1. Information Inventory of the Parish for the Incoming Pastor/Administrator

    2. Practical Steps for the Incoming Pastor/Administrator