CHANGES TO STANDARDIZED PERSONNEL POLICIES EFFECTIVE JULY 31, 2025
Bishop Doerfler promulgated new Standardized Personnel Policies for all diocesan entities (including parishes, missions, schools, and other organizations) effective July 31, 2025. Copies of the updated Standardized Personnel Policy for parishes and missions can be found on the diocesan website at
https://dioceseofmarquette.org/policies (and included in
Addendum #1). A copy of the new policy for schools is included as
Addendum #2. As a reminder, the Standardized Personnel Policy includes a customizable “supplemental policy” section (see
Addendum #3 for parishes and
Addendum #4 for schools) which is unique to each unit. All parishes and missions must submit copies of their updated supplemental policies to
Tim Thomas,
Terry Bailey, and
Irene McCauley once the supplemental policies are approved by the pastor and parish finance council. Catholic Schools must submit copies of their updated supplemental policies to
Jessica Betz once approved.
Any parishes planning to amend benefits administered by Michigan Catholic Conference (including short-term or long-term disability benefits, health, dental, vision, or life insurance coverage) should also contact MCC by Sept. 1 to ensure that these changes are processed for Jan. 1, 2026. Please call (800) 395-5565 to report benefit changes to MCC Benefits.
If you are unsure whether your parish submitted changes to its supplementary personnel policies, please contact
Terry Bailey or
Irene McCauley to verify that your policy was received.
Please note that all employees must review and sign the acknowledgement form (Addendum #5) and ESTA acknowledgement form (Addendum #6)—once signed, please place these documents in individual employee files.
PARISH INCORPORATION ANNUAL MEETING AND CORPORATE REPORTING REMINDERS
Parish corporations are required to hold an annual meeting of the Board of Directors. We recommend that pastors hold these meetings between
July 1 and Sept. 15,
2025. Diocesan staff provided meeting agenda and minutes templates and other relevant meeting materials to pastors and parish staff in early July to assist in preparations for annual board meetings.
Please send copies of the final minutes from your third annual board meeting(s) to the diocesan office by Sept. 30, 2025. If you have any questions concerning the annual Board meetings, please contact
Tim Thomas or
Irene McCauley for additional assistance.
Please note that as board members’ initial terms expired on June 30, 2025, all pastors are responsible for either reappointing existing members or appointing new members for two-year terms beginning July 1, 2025 and ending June 30, 2027. The parish finance council president should serve as a board member along with two additional members of the parish. As a reminder, members can serve three consecutive terms on corporate boards.
Parish corporations must also file an annual report to the State of Michigan Department of Licensing and Regulatory Affairs (LARA) before
Oct. 1, 2025. This brief report must be completed online using
LARA’s Corporations Online Filing System platform and must be filed with a $20 fee payable to the State of Michigan. Please refer to Tim Thomas’s June 7, 2025 letter for further instructions on managing your corporation online. If you have any questions about annual corporate reporting filings, please contact
Irene McCauley.
2025 PARISH ANNUAL FINANCIAL REPORT (PAFR)
The 2025 Parish Annual Financial Report has been updated and is available on the Diocesan website at
dioceseofmarquette.org/parish-annual-financial-report. As a reminder, this annual report is mandatory for all parishes and missions and PAFR submissions will be due to the Diocese by Aug. 31, 2025. Please be sure to include prior-year Statements of Financial Position/Balance Sheets, Statements of Revenue & Expense/Income Statements, and current-year budget attachments with each parish submission using the recommended statement format. Please contact
Irene McCauley with questions on PAFR submission requirements or for general form assistance.
2025-2026 PROTECTED LOSS ACTIVITIES FUND (PLAF) PREMIUMS AND ANNUAL PAYMENT REMINDER
As a reminder, the diocese will bill parishes and schools for annual 2025-2026 Protected Loss Activities Fund (PLAF) services premiums in September 2025. PLAF risk reduction activities cover the costs of parish and school audits, legal expenses, and other risk-mitigating services provided by the Diocese and are separate from Risk Management services invoiced by Michigan Catholic Conference. Please refer to
Addendum #7 for background on insurance billing changes as well as a detailed list of PLAF costs to parish units in fiscal year 2025-2026. If you have any questions concerning this change, please contact
Tim Thomas.
2025 ANNUAL CATHOLIC ENDOWMENT FUND FINANCIAL REPORT
Parishes and schools with endowment funds outside the Upper Peninsula Catholic Foundation must complete the
Annual Catholic Endowment Fund Financial Report by
Sept. 30, 2025. Annual Catholic Endowment Fund Financial Reports are intended to summarize fund activities for the fiscal year starting July 1, 2024 and ending June 30, 2025. Parishes and schools must also include copies of financial statements and meeting minutes with each report submission. For questions concerning this report, please contact
Tim Thomas.
2025 PARISH GOVERNANCE REPORT
The Parish Governance Report is due Sept. 30, 2025 and has been included in
Addendum #8. Please also see
Addendum #9 for an optional financial report to parishioners, provided as a template for parish use. Completed Governance Reports or questions should be sent directly to
Irene McCauley.
SECRETARY AND BOOKKEEPERS WORKSHOP – OCT. 7, 2025
Please plan to join us this coming fall for the Annual Secretary & Bookkeepers Workshop on Tuesday, Oct. 7, 2025 for a day of education and fellowship. This year it is being held at St. Peter Cathedral, 311 W. Baraga Ave., Marquette. More information will be sent out soon. You can check out the website at any time for last year’s workshop information and for this year’s upcoming details. We hope to see you there! Thanks for all you do.
PROFESSIONAL SERVICES AVAILABLE FOR HIRING ASSISTANCE THROUGH ADMINISTRATION & FINANCE DEPARTMENT
Parishes and schools are encouraged to contact the Administration & Finance department for hiring assistance. The diocese uses Stang Decision Systems to help find the right individuals for open positions. The primary cost of the services is paid by the diocese. Parishes/schools would pay for advertising (beyond free sites) and candidate testing. Stang Decision Systems is a world leader in customized hiring and development processes and helps employers select for targeted skills, aptitude, and cultural fit. Those interested in hiring assistance should contact Tim Thomas at
tthomas@dioceseofmarquette.org or (906) 225-1141, ext. 114.
DIOCESAN DIRECTORY CHANGES
There have been several changes in the diocesan staff in the last year. Please refer to the Diocesan Directory for updated contact information. This can be found on the diocesan website at
https://dioceseofmarquette.org/contact-us.