1. Anglican Diocese of Ontario
LEADERSHIP DAYS
Gather…Nurture…Equip…Send

2. Screening In Faith Protocol
Overview Workshop

3. Prayer
• God of abundance and God of life , infuse
in your children with courage and love ,
that we may build communities of hope ,
which are healthy, thriving, and safe. Help
us to be responsible with our ministry so
that both the weak and the strong find
their home in our churches, through the
profound love of our Lord and Saviour ,
Jesus Christ. Amen.

4. Theological Foundation
• Parishes are to be :
• Holy Places
• Loving Places, where the love of Christ is
shared and modeled
• Ministry is a Privilege , that is worked out
between individual and parish community

5. Rationale for the Policy
• Means by which the Diocese of Ontario
offers our best to those we serve
• Enables the people we place in positions
of power to be
• Properly selected
• Trained
• Supported
• Meet the legal concept of duty of care

6. Getting Started
• 1. Decide who will be Parish Screening
Volunteer
• 2.Appoint and Recognize Screening
Volunteer
• 3.Train Screening Volunteer
• 4.Create Screening Team
• 5.Inform Parish of the Program
• 6.Set Up Filing System and Conduct
Record Keeping

7. Screening Steps
• 1. List all the ministry activities and positions
• 2.List duties and responsibilities for each ministry
• 3. Assess Risk; Low Risk, Medium Risk, High Risk
• 4.Reduce the Risk
• 5.Assign Screening Standards ( what is required
for each ministry , example a medium risk ministry
requires S.M. A. T.)
• 6Finalize ministry descriptions

8. Screening Steps Continued
• 7.Establish Training and Supervision
• 8. Apply Screening Standards
• 9.Make a Selection
• 10. Evaluate and Enforce Screening
Standards

14. Helpful Forms Continued
• Appendix G : Screening in Faith Interview
Questions
• Appendix H: Sexual Misconduct Training
Attendance Form
• Appendix J : Reference Interview Quest
Form
• Appendix K : One on One Record Form
• Appendix L :Parent Consent form

20. Very Important
• It is not the person but the position.
• Screening in Faith is love in action
• Screening in Faith will help parishes raise
up and support volunteers for ministry
positions

21. Thank You Very Much
• The diocese of Ontario is very grateful to
you for helping to make our parishes safe
, joyful and loving communities!

22. Safeguarding God’s
Children
For Ministries and Ministry
Professionals

23. What are the steps we must take to keep
ministries safe?
• Screening
• Interacting
• Monitoring
• Training
• Responding

24. Screening is your first opportunity to prevent.

25. Why is screening an essential element in
keeping children safe?
• It is an opportunity to prevent a molester
from ever having contact with the children
in the program.

26. Interacting should be guided by clear standards
known to everyone.

27. Why are guidelines for interacting essential for
keeping children safe?
• Guidelines for interacting help children
and adults feel safe when expressing
affection in ministry and increase the
likelihood that someone who does not
have good intentions with children will be
detected.

28. Monitoring is absolutely essential for safe
ministries.

29. Why is monitoring essential for keeping
children safe?
• Monitoring allows us to detect problems
before they turn into an incident of abuse.

30. What steps are involved in monitoring?
• All programs involve more than one adult.
• Have a written supervisory plan.
• Encourage parents to visit.
• Review new programs carefully.
• Keeping doors and windows open.
• Keeping unused rooms locked.

31. Why is training essential for keeping children
safe?
• Training puts the power to protect in
everyone’s hands.

32. Responding quickly gives you the power to
protect children.

33. What can be done to respond?
• Talk to the person involved
• Report to the police
• Report to protective services
• Report anonymously
• Talk to the person’s supervisor
• Talk to the director of the program

34. Congregational Leadership

35. The Local Church
Leadership
• Each parish is a member of the wider Anglican
church and is part of the overarching mission of
the Church
• Leaders do not come to the Church as blank
slates;
• They have a broad range of knowledge, skills
and experience;
• It is essential that a church utilize these
resources to carry out the necessary corporate
functions – managing money, caring for
facilities, etc.

36. The Local Church
Parish Council
• Purpose – canonically, the Parish Council is an advisory
group to give assistance to the Churchwardens in the
discharge of their duties.
• If, however, the congregation is to progress toward its
mission objectives it may also perform the following
functions:
– Help discern the vision toward which God is drawing the Church;
– Articulate and communicate the vision;
– Hold the faith community accountable for the realization of that
vision;
– Keep the mission of the congregation clearly before the parish
community.

37. The Office of Churchwarden

38. The Office of Churchwarden
Appointed & Elected
• While the Churchwardens come to office in two
different ways, they are equal in status and
function;
– Occupy jointly an office which must not be exercised
alone;
– “People’s Warden”, “Rector’s Warden” are not
mentioned in the Canons;
– The division of labour is defined by parish traditions
and, more appropriately, the talents of the
individuals.

39. The Office of Churchwarden
Legal Status
• The Churchwardens are a legal entity, “The
Churchwardens of the Church of…”
• The parish or the congregation is not itself incorporated
and the Incumbent is not a member of the corporation;
• There must be two Churchwardens in accordance with
the Canons to bring the corporation of Churchwardens
into existence;
• When they act within their scope of authority they incur
corporate obligations on behalf of the congregation and
bind its property;
• Acting outside of their authority, they do not bind
congregational property.

40. The Office of Churchwarden
Duties & Responsibilities
• Public Relations & Leadership
• Financial Responsibilities
• Staffing
• Gifts
• Corporate Property

41. The Office of Churchwarden
Public Relations & Leadership
• Maintain & develop their own spiritual life and live out
their Baptismal covenant fully;
• Be supportive of the life of the church by attending
congregational events whenever possible;
• Be supportive of all church groups – Church School,
ACW, Altar Guild, Outreach, Bible Study, etc.
• Be knowledgeable about activities and let leaders know
that the Churchwardens are interested in how things are
going;
• Be supportive of the Incumbent and all other staff.
Make sure staff take appropriate time off and keep
healthy.

42. The Office of Churchwarden
Financial Responsibilities
• Responsible for the care and accounting of all money
given to the congregation;
• The Parish/Congregational Budget;
• The Parish Accounts;
• Parish Records & Papers
NOTE: Typically Churchwardens delegate many of these
tasks to Treasurers/Envelope Secretaries or others but
are legally responsible for how these tasks are carried
out and they should be familiar with and provide
adequate supervision for processes.

43. The Office of Churchwarden
Staffing
• Appoint the Treasurer/Envelope Secretary
• Appoint the Organist after agreement with the
Incumbent;
• Appoint the Vestry clerk
• Appoint and evaluate any other staff person;
Secretary, Custodian, etc.;
• Are responsible for payment of clergy stipend,
salaried staff, and staff or clergy replacements.

44. The Office of Churchwarden
Gifts to Parishes/Congregations
• Churchwardens are not obliged to accept gifts;
• Gifts of furniture, paintings, libraries, land may
result in long-term expense;
• Before acceptance of any gift, the
Churchwardens should seek approval of the
Rector, Incumbent and the Parish Council;
• All restrictions attached to gifts must be carefully
examined.
• Consider Adopting Gift Acceptance Policy

45. The Office of Churchwarden
Corporate Property
• All issues relating to property are
addressed in The Diocesan Canons;
• Church buildings, once consecrated,
cannot be mortgaged.

46. Effective Finances
John Secker
Diocesan Financial Officer

47. Effective Finances
Financial Responsibilities - Overview
• Financial Year
• Financial Report
• Audit Report
• Budget
• Handling Money
• Loans to Churches
• Care of Church Assets
• Incumbent’s Stipend
• Common Ministry and Mission/Assessable Income

48. Effective Finances
Accounting & Reporting System
• ‘System’
• Historical Data – recordkeeping
• Financial Presentations
• Controls – Donor Confidence
• Recordkeeping, Data Retrieval, and Reporting
• Manual vs Automated
• Fund Accounting
• Special Purpose Funds

49. Effective Finances
Accounting & Reporting System
• ‘Accounting for Contributions
• Restricted Contributions
• Endowment Contributions
• Unrestricted Contributions
• Internal Controls
• Division of Duties

50. Effective Finances
Financial Statements
• Statement of Financial Position
• Statement of Operations and Changes in Fund Balance
• Statement of Cash Flows
• Supplementary Schedules Reporting the Activities of Restricted
Funds
• Do we really need all this formality?
• What really needs to be reported?
• Continuity from year to year
• Cash Accounting vs Accrual Accounting
• Annual Financial Returns to Synod and the Federal Government.
• Green Sheets
• T3010

51. Effective Finances
Cash Management Practices
• Handling Cash
• Disbursing Church Funds
• Fraud?
• Position of Suspicion

52. Effective Finances
Budgeting
• ‘Planning’
• Operating Budget
• Programming (current year)
• Capital Budget
• Longer term capital needs

53. Effective Finances
Charitable Status
• 80% Rule – repealed – now based on
percentage (3.5%) of assets not used in
charitable activities
• Gifts by Charities to Others
• Individuals
• Other Organizations
• Other Charities (Qualified Donees)

54. Effective Finances
Charitable Status & Charitable Receipting
• Charity’s Annual Information Return –
Form T3010
– Step-by-step Guide
• Take The Easy Road
• All Financial Information
• All Groups Within Charity

55. Effective Finances
Charitable Receipting
• “A voluntary transfer of property for no
consideration”
• Receipt Format
• Name of Charity same as on T3010
• Show CRA Web Address
• Control
• Replacement Procedure
• Cutoff

56. Effective Finances
Investment
• Assessment of Risk

57. Effective Finances
Sales Tax Issues
• HST - 50% Rebate on Federal Portion
- 82% Rebate on Provincial Portion
• PST - Exemptions/Refunds
• Consultants

58. Effective Finances
Insurance
• AON Reed Stenhouse
• Deductible - $500 self insured from $2,500
• Replacement Cost
• Claims Procedures

59. Effective Finances
Audit
• Definition
• Independent
• Procedures

60. Effective Finances
Sample Financial Statements

61. Effective Finances
Internal Control Questionnaire

62. Effective Finances
Common Ministry & Mission
• Partnership
• Assessable Income

63. Effective Finances
Green Sheet Workbook