You'll enjoy this email more if you download pictures. To do that, right-click here.

~ Addressing Congregational Finance and Administration ~

In This Issue

Treasurer's Tip

Planning for Tomorrow

Important Dates

March 1

Parochial Reports, 2015 Financials, 2016 Budgets, Church Officer Data Collection Forms Due

April 15

Notification of Audit Type Due

June 6

Planning for Tomorrow Conference for Lay Employees

June 7 - 8

Planning for Tomorrow Conference for Clergy

September 1

Audits Due

Quick Links

Manual of Business Methods in Church Affairs

Peter K 5 Minutes to Fitness

March 2016

Canon Young

Welcome to new subscribers who signed up at for the Finance & Admin News at Leadership Academy. It was so great to see so many friends and new faces at St. Bartholomew's that day -- thank you all for coming! Resources from presentations are available on the diocesan website.

Several of you expressed an interest in more regular trainings and networking. Please email me if you have specific topics you want to discuss. Stay tuned!

Have a wonderful last two weeks of Lent and an amazing Easter.

Warm regards,

Canon Julie Young

Canon for Finance and Administration and Diocesan Treasurer

jyoung@edsd.org

Office of the Bishop Address

The Episcopal Diocese of San Diego

2083 Sunset Cliffs Blvd.

San Diego, CA 92107

Treasurer Tips of the Month

Church Pension Fund now allows churches to pay their assessment on a monthly, rather than a quarterly, basis. Since they require payment up front, going to a monthly billing cycle will significantly help your cash flow. All you need to do is call Church Pension Group to request it. Their customer service number is: 800-480-9967.

HR Tip of the Month

Rest Breaks

Hourly employees are required to have paid ten-minute rest periods in accordance with the following guidelines:

Hours Worked	Number of Rest Breaks
0 - 3.5	0
3.5 - 6	1
6 - 10	2
10 - 14	3
14 - 18	4

The Wage Orders require a rest break duration of net 10 minutes. This has been interpreted by the DLSE to mean that the rest period begins when the employee reaches an area away from the workstation that is appropriate for rest. In other words, if the rest area is at a distance from the workstation, the time required for the rest break can be more than 10 minutes.

You must treat rest periods as hours worked, and must pay break time as time worked. Because employees receive compensation for rest breaks, you can require them to remain on the premises during their rest breaks.

As a general rule, and insofar as practicable, the rest period should be in the middle of the four-hour work period. Your policy should state that you provide these rest breaks and you should encourage employees to take them. However, it is not your role to enforce compliance and the Cal Chamber of Commerce discourages the requirement that employees record their rest break on their time sheet.

Sick Time Law for Substitute Teachers and other very part-time employees

The new California law requires that ALL employees earn sick time even those that work very sporadically. We recommend that you accrue one hour of sick time for every 30 hours worked.

Parochial Reports

Parochial reports were due March 1. Thank you to all of you who have sent yours in! This year be sure to provide your 2015 year-end financials, 2016 budget and reconciliation of the financials and parochial report. If you have any questions, please contact Rosa Feeney. Reconciliation forms are available online: www.edsd.org/parochialreports.

Audits

Audits are not due until September 1 but now is the time to familiarize yourselves with the guidelines and the workbook that has been sent to you. Please note that the form in the workbook asks you to identify your audit committee and tell us what type of audit you will conduct this year is due April 15. For more information, visit our website: edsd.org/audit. Please contact Rosa Feeney if you have any questions.

Episcopal Church Foundation (ECF)

Vital Practices

The Episcopal Church Foundation provides resources on parish leadership, stewardship and more. If you register, you will receive 12 issues of Vestry Papers and notifications of webinars and other resources for congregational leaders. Subscribe online.

Planning for Tomorrow

We encourage you to close your office on June 6 and send all your lay employees to Planning for Tomorrow. This is a Church Pension Group sponsored event that will provide lay employees important information about retirement planning.

Clergy Planning for Tomorrow will be held June 7 and 8. Both clergy and lay employees should look for invitations in the mail and via email. More information is available on our website.

The Episcopal Diocese of San Diego and its employees do not provide, and none of the information furnished in this email should be viewed as investment, tax, or legal advice. The content of this email is provided for your information purposes only.

The Episcopal Diocese of San Diego | 619-481-5453 | jyoung@edsd.org | www.edsd.org

~ Serving and Assisting Financial and Administrative Leaders ~