Financial Transactions Approval Request Form

Financial Transactions Approval

Request Form
Today's Date:*

MonthDayYear
Type of Financial Transaction*
If your project will entail changes to sanctuary, altar, main body of church or choir loft and includes any of the following: flooring, painting, pews, reconfiguration of the sanctuary, reconfiguration of music space (adding, extending or renovating) or replacing musical equipment, electrical, sound system or lighting, window replacement than you should select: Construction-Repair-Renovation Involving the Worship Space
Type of Entity:*
Entity:*
Parishes, Schools and Retreat Centers are listed alphabetically by city, then name.Hint: (Click on the field and press the first letter of the city to be taken to that section of the list.)
Main Contact (Listed alphabetically by last name):*
Select the name of the Pastor or Parochial Administrator responsible for the parish, the principal responsible for the school or director of the retreat center. If submitting for a school, select either the name of the principal or the name of the Pastor or Chairman of the Council of Pastors.
Main Contact Phone Number:*

Area CodePhone Number
Main Contact Email Address:*
Optional Additional Contact Information

Notifications will be sent regarding your request. If you would like an additional person to receive notifications regarding the request, list their information below.
Contact Name

PrefixFirst NameLast Name
Contact Email
Contact Phone

Area CodePhone Number
Description and Purpose of Request*
Estimated Cost or Value of Request*
Note: For new or renewal of lease, the estimated cost should be: (Term * payment)+Security Deposit+Upfront outlay of cash (if applicable)
Estimated Project Timeline*
Acknowledgement and Submission of Request

I am requesting approval for the financial transaction listed above and will follow the instructions provided in the email that I will receive when I submit the request. I understand that the requested information and required documentation must be received by the diocese in order for the request to be reviewed by Diocesan Staff and a final decision made by the Bishop.

To submit your request, click on the Submit button below. An email notification will immediately be sent to the Pastor listed above and add'l contact, if applicable, as well as to Diocesan Staff involved in the process.

End of section

For Administrative Use Only:
Step 2: Packet Received at the Diocese
Project Packet

Upload a File

Cancelof
Step 2: Packet Received Date

MonthDayYear
Comments
Step 2: Packet Rec'd By:
Review & Recommendations

by Diocesan Staff
Development Office or Divine Worship Recommendations
Diocesan Staff Review-Date Submitted:

MonthDayYear
Diocesan Staff Review Completed By:
Review & Recommendations

by Building Commission
Building Commission Recommendation:
Bldg Comm-Date Submitted

MonthDayYear
Building Commission Completed By:
Step 3: Review & Recommendations by Director of Finance & Administration
Step 3 Comments or Recommendations
Step 3: Date Reviewed

MonthDayYear
Step 3 Completed By:
Step 4: Additional Information Requested By Bishop

OR
Bishop requesting additional information from parish:
Date add'l information requested by bishop:

MonthDayYear
Bishop John:

If you request additional information, I will input below the date when that information is received. You will then be notified that the request is ready for your review & approval. MaryAnn
Additional information received from the parish:

MonthDayYear
Step 4: Decision Made by Bishop
Step 4: Decision By Bishop Date

MonthDayYear
Bishop's Comments
Step 4: Decision by Bishop

ApprovedNot Approved
Status:

End of Form

Admin Assistant-Administration & Finance Only
Determination Date

MonthDayYear
Date
Notation

Packet Sent to Development Office for Recommendations
Packet Sent to Office of Divine Worship for Recommendations
Packet Sent to Building Commission for Recommendations
Development Office Review Completed (Or Not Required)
Office of Divine Worship Review Completed (Or Not Required)
Building Commission Review Completed (Or Not Required)
Step 2 Review Complete
finadm
devoff
music
worship
finance
Bishop

Should be Empty: