ADMINISTRATION & FINANCE
Our Beliefs
At St. Matthew the Apostle
Catholic Church, we believe that administration is one of the ministries given
to the church by the Spirit for the common good (1Corinthians.12: 28). We believe that this commission, though vital
to the operations of each commission and the financial solvency of the church,
cannot operate without the generous giving of each parishioner’s time, talent,
and treasure. We believe that with our
baptism came the responsibility of stewardship.
As Christian stewards, we believe that we receive the gifts that God has
so graciously given each of us with gratitude, we nurture them with a sense of
duty and responsibility, share them with love, and return them with increase to
the Lord.
Based on our beliefs and the
needs that were identified by the St. Matthew parish community, the following
goals and objectives were developed by the Parish Pastoral Council to help us
enhance the operations of our current Administration and Finance Commission.
Administration
and Finance: Goals and Objectives
Overall Administration and Finance
Goal 1: To strengthen the overall operations of the Administration and Finance Commission
Objective 1.1: By the end of the calendar year and each subsequent year, the commissioner and commission members will attend at least one training session/workshop that focuses on one aspect of the commission.
Objective 1.2: By the end of the calendar year and each subsequent calendar year, the commissioner will make a brief report to the Pastoral Council about the training/session workshop attended.
Goal 2: To strengthen the operations of the Budget and Finance Council
Objective 2.1: By September 2004, to hire a custodian for the church and to have in place, specific job responsibilities, a salary scale, and evaluation procedures for the position.
Objective 2.2: To establish job classifications and salary scales for all employees of the parish by March 2005.
Objective 2.3: To develop a long-range financial strategic plan for the parish by March 2006.
Goal 3: To improve our fund raising approaches in order to increase our income from fund raising
Objective 3.1: By September 2004, to formulate a plan to broaden the base of parishioner participation in and active support of fund raising activities.
Objective 3.2: By November 2004, to implement the plan to broaden the base of parishioner participation in and active support of fund raising activities.
Objective 3.3: By November 2004, to evaluate our current fund raising procedures to determine if further coordination, organization, etc. is needed.
Objective 3.4: By October 2005, to make needed changes to our current fund raising procedures.
Objective 3.5: By October 2005, to identify and implement new strategies for fund raising.
Objective 3.6: To
develop and implement a plan to make our parish name public and well known in
the Catholic community by December 2005.
Stewardship
Goal 4: To clarify various ways that parishioners may invest in the success of our parish by sharing their God-given gifts.
Objective 4.1: By January 2006, to establish a Stewardship Committee.
Objective 4.2: By July 2006, to begin to educate parishioners on the meaning of stewardship as a matter of faith and responsibility for all baptized Catholics.
Objective 4.3: By January 2006, to devise and implement a method to help parishioners identify their God-given talents and guide them in ways to contribute their time, talent and treasure to meet the needs of the parish community.
Objective 4.4: To develop and implement strategies to increase our overall offertory by 5% each fiscal year by July 2006.
ACTION PLAN
Commission: Administration & Finance
Area: Overall Administration and Finance
Goal 1: To
strengthen the overall operations of the Administration and Finance Commission
Objective 1.1: By the end of the calendar year and each subsequent year, the commissioner and commission members will attend at least one training session/workshop that focuses on one aspect of the commission.
Objective 1.2: The commissioner will make a brief report to the Pastoral Council about the training/session workshop attended.
|
Action Step |
Person(s) Responsible |
Beginning Date |
Completion Date |
Status |
|
1. Research possibilities |
Mark |
July 04 |
August 04 |
|
|
2. Schedule workshop(s) |
Commissioners |
September 04 |
December 04 |
|
|
3. Attend workshop(s) |
Commissioners |
September 04 |
December 04 |
|
|
4. Report to PPC |
Pat Hughes |
|
January 05 |
|
|
5. Repeat process each calendar
year |
Commissioners |
Ongoing |
Ongoing |
|
ACTION PLAN
Commission: Administration & Finance
Area: Budget & Finance
Goal 2: To strengthen the
operations of the Budget and Finance Council
Objective 2.1: By September 2004, to hire a custodian for the church and to have in place specific job responsibilities, a salary scale, and evaluation procedures for the position.
|
Action Step |
Person(s) Responsible |
Beginning Date |
Completion Date |
Status |
|
1. Write up job description
& salary scale. |
Fr. Mark & Staff |
June 2004 |
July 2004 |
Done |
|
2. Advertise in bulletin. |
Fr. Mark & Secretary |
June 2004 |
July 2004 |
Done |
|
3. Interview prospective
candidates. |
Fr. Mark |
June 2004 |
July 2004 |
Done |
|
4. Hire the person. |
Fr. Mark |
July 2004 |
July 2004 |
Done |
|
5. Begin employment |
Fr. Mark |
July 2004 |
July 10, 2004 |
Done |
|
6. Integrate salary in larger
salary scale |
Budget & Finance |
July 2004 |
March 2005 |
Done |
|
7. Implement evaluation
procedures. |
Fr. Mark |
Ongoing |
Ongoing |
Begun |
ACTION PLAN
Commission: Administration & Finance
Area: Budget & Finance
Goal 2: To strengthen the
operations of the Budget and Finance Council
Objective 2.2: To establish job classifications and salary scales for all employees of the parish by March 2005.
|
Action Step |
Person(s) Responsible |
Beginning Date |
Completion Date |
Status |
|
1. Contact Archdiocesan Finance
Office for guidelines |
Mark |
|
April, 2004 |
Done |
|
2. Adapt Archdiocesan
guidelines to describe salary levels & raises for employees through 2010 |
Mark & Finance
Council |
September 2004 |
November 2004 |
Done |
|
3. Adapt Archdiocesan
guidelines for job descriptions relative to levels of pay. |
Mark & Finance
Council |
September 2004 |
November 2004 |
Done |
|
4. Submit Salary guidelines to
PPC for approval. |
Pat Hughes & Mark |
January, 2005 |
March, 2005 |
Done |
|
5. Determine which positions
are paid and which are volunteer |
Mark & Finance
Council; PPC input |
September 2004 |
November 2004 |
|
|
6. Describe process to
determine adjustments in staff – additions or subtractions |
Mark & Finance
Council; PPC input |
September 2004 |
November 2004 |
|
|
7. Submit process (5-6) to PPC
for approval |
Pat Hughes & Mark |
December 2004 |
March 2005 |
Begun |
|
8. Utilize guidelines in budget
formation |
Commissioners |
Ongoing |
Ongoing |
|
ACTION PLAN
Commission: Administration & Finance
Area: Budget & Finance
Goal 2: To strengthen the
operations of the Budget and Finance Council
Objective 2.3: To develop a long-range financial strategic plan for the parish by March 2006.
|
Action Step |
Person(s) Responsible |
Beginning Date |
Completion Date |
Status |
|
1. Review “Strengths &
Needs” and “Goals & Objectives” to surface all the areas that will need
to be funded in the next 10 years, in terms of both facilities and staff. |
Finance Council (PFC) |
July 05 |
November 05 |
Begun |
|
2. Prioritize into 3 levels,
such as: “Urgent,” “Important,” and “Someday.” |
PFC |
September 05 |
December 05 |
|
|
3. Do financial (cost) analysis
of each item, including both initial investment and sustaining costs. |
PFC |
September 05 |
December 05 |
|
|
4. Establish realistic time frame
for projects |
PFC |
December 05 |
February 06 |
|
|
5. Submit to PPC for approval |
Pat Hughes & Mark |
February 06 |
March 06 |
|
|
6. Present plan to entire
parish |
Mark, PFC, PPC |
|
May 06 |
|
|
7. Include these in the budgets |
PFC |
Ongoing |
Ongoing |
|
Issue: At what point do we involve the parish
at large? We already have input from the planning process. We can inform them
as we go along. Do we solicit acceptance before or after PPC approval?
Note: We will need to address long-term the
prospect of R2K giving their properties to the parish after the 10 year period
stipulated in their tax credits has expires (2011?)
ACTION PLAN
Commission: Administration & Finance
Area: Development
Goal 3: To improve our fund raising approaches in order to increase our income from fund
raising.
Objective 3.1: By September 2004, to formulate a plan to broaden the base of parishioner participation in and active support of fund raising activities.
|
Action Step |
Person(s) Responsible |
Beginning Date |
Completion Date |
Status |
|
1. Invite at least one
representative from each parish organization to join the Development
Committee, which meets every two months. |
Mark & Ruby |
October 04 |
November 04 |
Done |
|
2. Brainstorm with them ideas to achieve this
objective |
Ruby |
October 04 |
November 04 |
Ongoing |
|
3. Implement the ideas |
Development Committee |
November 04 |
December 04 |
Ongoing |
ACTION PLAN
Commission: Administration & Finance
Area: Development
Goal 3: To improve our fund raising approaches in order to increase our income from fund
raising.
Objective 3.2: By November 2004, to
evaluate our current fund raising procedures to determine if further
coordination, organization, etc. is needed. Then by October 2005, to make
needed changes to our current fund raising procedures.
|
Action Step |
Person(s) Responsible |
Beginning Date |
Completion Date |
Status |
|
1. Compile a list of all fund
raising events & projects, including income potential and resource
requirements |
Mark & Ruby |
Oct 04 |
Nov 04 |
Ongoing |
|
2. Prioritize events &
projects into three groups: “emphasize,” “keep,” and “discontinue.” |
Committee |
Nov 04 |
Dec 04 |
Ongoing |
|
3. Analyze strengths and
weaknesses of current approaches and procedures. |