Documents

Constitutions & Canons | Policies, Manuals, & Forms | Licensing | Resources
Governance

Constitution & Canons

DRG Constitution and Canons

TEC Constitution and Canons

Policies, Manuals, & Forms

* Denotes policy is being developed/revised. Contact Bishop's Office for more information, 505-881-0636.

100 Series - Clergy, Clergy Supply, Diocesan Staff

• Policy No. 101 - Clergy Compensation Policy

• Policy No. 102 - Administration of Employee Health Insurance and Pension Benefits Policy

• Policy No. 104 - Access to Clergy Ordination and Personnel Files Policy

• Policy No. 105 - Clergy Sabbatical Policy

• Policy No. 106 - Searches for Associate Clergy Policy

• Policy No. 107 - Clergy Continuing Education Policy

• Policy No. 108 - Ending of a Pastoral Relationship Policy

• Policy No. 108- Form - Memorandum of Understanding and Agreement Between a Resigned Priest and Congregation

200 Series - Finance

• Policy No. 201 - Gift Acceptance Policy

• Policy No. 202 - Fair Share Policy

• Policy No. 203 - Reimbursement Policy

• Policy No. 204 - Annual Audit Policy

• Policy No. 205 - The Bill & Barbara Frey Theological Education Fund Policy

• * Policy No. 206 - Investment Policy

• Policy No. 207 - Credit Card Policy

• Policy No. 207- Form - Personnel Credit Card Agreement

• Policy No. 208 - Financial Oversight Policy

300 Series - Leadership and Staff

• Policy No. 301 - Nepotism Policy

• Policy No. 302 - Anti-Racism Training Policy

• Policy No. 303 - Archive Requests Policy

• Policy No. 304 - Email Votes Policy

• Policy No. 305 - Safeguarding of Children and the Prohibition of Sexual Exploitation and Harassment Policy

• Policy No. 306 - Conflict of Interest Policy for Diocesan Council, Standing Committee, and Staff

  • Policy No. 306a- Form - Annual Conflict of Interest Statement

• * Policy No. 307 - Background Check Policy

• Policy No. 308 - Conducting Meetings Via Teleconference Policy

• Policy No. 309 - Staff Prohibited from Holding Canonical Positions Policy

400 Series - Property

• Policy No. 401 - Contracted Use of Church Facilities by Outside Groups Policy

  • Policy No. 401a- Form - Church Facility Usage Agreement

  • Policy No. 401b- Form - Certificate of Insurance Request Form

• Policy No. 402 - Serving Alcohol on Church/Trustee Property Policy

• Policy No. 403 - Congregational Security Plan Policy

• Search of Church Owned Property by Law Enforcement (Letter)

• Search of Church Owned Property by Law Enforcement (Resolution)

Manuals

• Manual of Business Methods

• Manual de Métodos Administrativos Para los Asuntos de la Iglesia

• Records Management for Congregations (The Archives of the Episcopal Church, DFMS) Last revision, July 2017

Resources

Congregational Safety Resources

• Mitigating Attacks on Houses of Worship

• “The Power of Hello”

Diocesan Investment Management

For questions regarding Investment Management with DFMS, please reach out to the Rev. Canon JP, Canon for Finance, at jp@dioceserg.org

Resources for Clergy

• Fiscal Year 2025 Congregational Audit Form (audit done by CPA)

Congregational Resources

• Sample - Consumable Inventory List Reorder Form

• Supply Clergy List (updated Feb. 2026)

Congregational Audit Materials

• Fiscal year 2025 Congregational Audit Form (fillable)

• Fiscal Year 2025 Congregational Audit Form (audit done by CPA)

• Sample Housing Resolution (Rector/Vicar/Associate)

• Sample Housing Resolution (Supply)

• Sample Parish Bylaws

• Sample Accounts Receivable (Receipts) Procedure and Worksheet

• Sample Accounts Payable (Disbursements) Procedure and Worksheet

• Internal Controls Checklist

• Glossary of Terms

• Church Inventory Spreadsheet Template

• Bank Account Reconciliation Template (Sample)

For all questions regarding congregational audits and accompanying materials, please reach out to the Rev. Canon JP at jp@dioceserg.org

Licensing

For information on Lay and Clergy Licensing, please reach out directly to Mary Jewell at mjewell@dioceserg.org

Governance

All Minutes for Diocesan Council, Standing Committee, and the Trustees of the property are available by request. Please email Mary Jewell at mjewell@dioceserg.org with any inquiries.