Archives and Records Management: Policies and Procedures
All records created or received by the employees or agents of the Diocese of Olympia within the scope of their employment or responsibilities will be considered the records of the…
Records Management for Congregations
This manual of records management guidelines is designed for parish officers and administrators, including the custodian of records and archives or the parish archivist. It includes a general records retention…
Records Retention Schedule
Schedule of retention for various documents. Records Retention Schedule
Confidential Records: Policies and Procedures
The following policies and procedures relate to records that are confidential, private or privileged. These records are created in the course of conducting business for the Diocese of Olympia. The…
2021 Congregational Leadership Conference
Resources from the February 13, 2021 Congregational Leadership Conference for Wardens, Treasurers, and All Members of Vestries and Bishop’s Committees. https://vimeo.com/514481265https://vimeo.com/514481502https://vimeo.com/514481777https://vimeo.com/516443992https://vimeo.com/514482032https://vimeo.com/516931776https://vimeo.com/516444417https://vimeo.com/514482310https://vimeo.com/516932082https://vimeo.com/516931421https://vimeo.com/516931196 Congregation Authority to Act Financial: Operating Budgets and Assessments…
Congregation Authority to Act
The Canons and Constitution of the Diocese of Olympia describe various approvals required for certain financial transactions in congregations, including property transactions (buying, selling, remodeling, etc.), and loans (from the…
Policy on Unpaid Assessments
Diocesan policy on unpaid assessments. Policy on Unpaid Assessments
2025 Congregational Leadership Conference
https://vimeo.com/1067166908?share=copy#t=0https://vimeo.com/1067166920?share=copy#t=0https://vimeo.com/1067166868?share=copy#t=0https://vimeo.com/1067166876?share=copy#t=0https://vimeo.com/1067166883?share=copy#t=0https://vimeo.com/1067166891?share=copy#t=0https://vimeo.com/1067166898?share=copy#t=0https://vimeo.com/1067921496https://vimeo.com/1067921509https://vimeo.com/1067921519https://vimeo.com/1067921539 2025 Congregational Leadership Conference DropBox Link
Alternative Audit Worksheet
Churches with an income of less than $200,000 may use this form with an internal audit committee. Alternative Audit Worksheet
Financial Audits
Due by June 15 An annual financial audit is a canonical requirement of The Episcopal Church. Title 1, Canon 7, Sec. 1(f)-(g): (f) All accounts of the Diocese shall be…
