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Returns of Finance and Mission 


Firstly thank you to Churchwardens and Treasurers for all you do in making sure the financial and mission returns are completed - and submitted to the appropriate organisation.  Increasingly this is done on line.  The matrix below is gives details of what is required, when, and by whom.  Hopefully you will find this a useful reminder.   

The returns are required to meet legal and statutory requirements 
- at national level for the Church of England and Charity Commission
- at diocesan level to manage finances and determine parish share etc and generate funds from Archbishop's Council
- to ensure that parishes comply with legislation relating to church buildings
- to ensure that parishes comply with health and safety and safeguarding legislation



Returns to Diocesan Board of Finance, Finance Department

Returns to Diocesan Board of Finance, Finance Department

 

Name of Return

Description

Date Required

Frequency

Requested by and return to

Responsible person in the Parish

Reason Required

Parish share profile

Details of share payments PCC expects to pay for the coming year

By end of March

Annually

Requested by the Diocesan Finance Department

dbfaccounts@blackburn.anglican.org

Treasurer and wardens

 

Diocesan budgeting process and forms the agreement for Parishes to pay share.

Audited Accounts (or Certified by Independent Examiner)

A copy of the Parish accounts for previous financial year together with the Annual Report (these can be the minutes of APCM)

To be sent after APCM ie April/May

Annually

Send directly to Finance Dept.  Either paper copy to Diocesan Offices, Clayton House, Walker Park, Blackburn BB1 2QE, Attn Finance Dept or

preferably scanned and emailed to Finance Department: dbfaccounts@blackburn.anglican.org

 

Please do not hand in at meetings, visitations etc.

Legal requirement in line with Church Accounting Regulations 2006 and Church Representation Rules 2011 section 11

 

See also Parish Resources for background information

RWA (Regular Weekly Attendance)

 

October weekly attendance figures for the current year

By 10 December

 

Annually

Finance Department

dbfaccounts@blackburn.anglican.org

Churchwarden/incumbent

 

Diocesan requirement for parish share calculation

October count for Church of England

 

Returns to Church of England

Name of Return

Description

Date Required

Frequency

Requested by and return to

Responsible person in the Parish

Reason Required

Statistics for Mission (Membership return form)

National statistics on church membership for the previous year

By 31 January 

Annually

On line to Church of England

https://parishreturns.churchofengland.org

Churchwarden

National statistics for the Church of England

Return of Parish Finance (Finance Return)

National statistics on giving and expenditure for the previous year

By 31 March

Annually

On-line to Church of England

https://parishreturns.churchofengland.org

Churchwarden/Treasurer

National statistics for the Church of England

(Note: accounts do not have to be passed at Annual meeting before these are input)

 

 

 

Returns to Charity Commission

Charity Commission annual return

All PCCs who are registered with the Charity Commission have to file Accounts AND Annual Return

By 31 October of the following year eg 2016 accounts by 31 Oct 2017

Annually

On-line to Charity Commission

https://www.gov.uk/government/organisations/charity-commission

Treasurer/PCC Secretary in consultation with PCC

Charity Commission requirement for those with income of £100,000 to register with the Charity Commission as a separate charity

 

 

Returns to Archdeacons

Name of Return

Description

Date Required

Frequency

Requested by and return to

Responsible person in the Parish

Reason Required

Articles of Enquiry

Questions from Archdeacons regarding compliance and other issues

Published March, required by 31 May

Usually annually

Requested by Archdeacons - response on line or paper return to Diocesan offices

Church wardens on behalf of the PCC – involve Vision Champions as appropriate.  On-line survey link updated annually

Helps inform departments to serve the parishes better; there is a legal requirement to complete the articles.

Questions relate to the implementation of the Vision 2026

Churchwardens Declarations

Declaration to the Archdeacon that they are prepared to stand for office.

After APCM by 31 May

Annually

Archdeacons – online or paper submission to Archdeacons’ office

Existing and new churchwardens

Legal requirement of the Church of England Church Representation Rules 2011

All wardens legally required to be sworn in by Archdeacon.

 

To facilitate communications with Churchwardens

Quinquennial Inspections incl electrical survey

5 year church buildings condition report

5 year anniversary

Every 5 years

Responsibility of PCC to ensure regular inspection – reminder usually sent by Archdeacons.  Electronic copies for DAC and Archdeacons.

It is the legal responsibility of the PCC to care for its building.  Inspection of Churches Measure 1955 (in process of being updated)

Safeguarding policy

Received and confirmed annually at APCM

At APCM

Annually

Diocesan Safeguarding Advisor through completion of Articles of Enquiry

Provided by Churchwarden/PCC secretary/Parish Safeguarding officer(s)

 

Ensures legal compliance and good practice

 

 

 

 

Returns to Diocesan Board of Finance, Central Services Department

Name of Return

Description

Date Required

Frequency

Requested by and return to

Responsible person in the Parish

Reason Required

Electoral Roll

Number on Electoral Roll at the Annual Parochial Church Meeting (APCM). To be categorised as parish resident/non-resident

After the APCM and before 1 June

 

Annually

Central Services Department

elaine.hargreaves@blackburn.anglican.org

Form to be returned or information e-mailed to Head of Support Services

Statutory requirement in line with Church Representation Rules 2011 p6 Item 4 

Contact details of PCC office holders and representatives eg Deanery Synod

Contact details (name address email phone etc)

Ongoing

Ongoing

Central Services maintain a database of office holders, including Churchwardens, PCC secretaries and wardens.  Please advise of any changes to enable us to keep the database up to date, particularly after APCM.

Also, inform the Deanery Synod Secretary and other groups/committees of your parish’s representative. 

karen.ashcroft@blackburn.anglican.org

Effective communications with role holders

Data Protection

Forms for clergy and laity to be completed for everyone who is on the database (Contact Management System)

As soon as possible after appointment

On appointment of new officer/

clergy

Central Services Department

elaine.hargreaves@blackburn.anglican.org

To be returned to Head of Support Services

Effective management of Contact Management System

Deanery Synod representatives

Details of members of Deanery Synod

After the APCM in an election year and if members change

Ongoing

Central Services Department

elaine.hargreaves@blackburn.anglican.org

By-email to Head of Support Services

Information required for other elections

Ad-hoc requests

 

Periodically

Minimised

There may be requests for information from departments thoughout the year to support/record strategic activity.  This will be co-ordinated to avoid duplication where possible

 

 

 
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