Finance, Administration and Legal

Below are a variety of forms, letters, training materials, policies and other resources for daily congregational needs such as staffing, youth ministry, special events, insurance and more.  Also here is the latest Journal of convention which includes the minutes, reports, resolutions, budget, and more.  If you can’t find the document you’re seeking, please contact the diocesan office.

Download the ECR Investment Policy

To download the ECR Alcohol Guidelines based on GC 158 9-17-15, click here.

To download the April 2016 Vestry and Treasurer’s Workshop, click here.

To download the 2016 Journal of Convention, Click the links below for:

Sections A through CBishop’s-Address-Minutes-Budget

Section DReports

Section EAudit

Section F through NChurches-Clergy-Delegates-Statistics-Directories

To download the 2017 Budget, Click here.

To download the 2017 Delegates/Alternates Report Form, Click here.

To download the 2017 Church Record Form, Click here.

To view or download the 2017 Diocese of El Camino Real Financial Audit Report, click here.

To view or download the 2017 Diocese of El Camino Real Financial Audit Letter, click here.

Congregations – for Fairshare information, please contact:

Joanna Shreve, Diocesan Treasurer, at

Canon Brian Nordwick, Canon for Administration and Finance, at

Sample Letters of Agreement

Cover Letter from Diocesan Deployment Officer – PDF (updated 6/09)

Letter of Agreement – Rector –PDFMS Word (updated 2/13)

Letter of Agreement – Vicar –PDFMS Word (updated 2/13)

Letter of Agreement – Assistant Minister/Curate – PDF / MS Word (updated 2/13)

Letter of Agreement – Interim Pastor –PDFMS Word (updated 2/13)

Diocese of ECR Confirmations and Receptions Form 2011 – MS Word

Year Round Diocesan Key Dates –PDF / MS Word

Click here to view the Diocesan Conflict of Interest Policy. 

Safe Churches Policy

Background Check Release Form

Policy to Protect Children – Executive Summary

Policy to Protect Children (updated June 2012)

Seguridad en la iglesia: Política de protección de menores

Safeguarding God’s People and God’s Children Online Training

Safeguarding Online Training Plan–September 2018

Vestry Training Resources and Bibliography, Episcopal Resource Center, September 2009

Insurance and Risk Management

For all questions, please email James Booth.

Emergency and Crisis Survey – PDF / MS Word

Youth Ministry Forms

Youth Ministry Forms
This PDF contains: Transporting Children and Youth in a Motor Vehicle, Confidential Reference Form, and an application for Children/Youth Workers.

Parent/Guardian Permission Form (updated 2/2010)
Event organizer/leaders should send copies of all permission forms to the diocese office.  A copy should also be provided to the primary parent or guardian, and the original should be kept by the child’s congregation for a minimum of 3 years after the event.

PDF – English

MS WordEnglish

PDF – Spanish

MS WordSpanish

Youth Advisories

Youth Advisory – No 15 Passenger Vans

Youth Advisory – Standards of Behavior

Photo Release Forms

Media Permission Form

Parent Permission Form

View of Pacific ocean and shoreline at Lovers Point in Pacific Grove, California

Along the King’s Highway, the weekly E-newsletter of El Camino Real

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