Parish Handover Document This form is to be completed by the Parish Priest and key Parish staff and updated by Ash Wednesday each year I would be grateful if you would fill in the following (please write clearly). Its aim is to assist your successor. When complete, please return one copy to the Episcopal Vicar for Vocation and retain one in the parish records. In Corde Iesu Bishop of Portsmouth
Name and location of parish: Times of Sunday Masses and attendance: Other Mass Centres with times of Sunday Masses and Attendances: Weekday Masses and Attendance: Times of Confessions: Average weekly offertory Pamis Data Base in use and up to date: Yes/No Approximate Catholic population and approximate ethnic mix of Parishioners Personnel: Please give names and whether they have a contract and/or are paid Deacon(s) Religious sisters or brothers Administrator/Secretary (Part/Fulltime) Sacristan Housekeeper (Part/Fulltime) Youth worker/pastoral assistant (Part/Fulltime) Music Director/other (Part/Fulltime)
Essential Documentation Yes/No Location Lists of key holders List of those who have had access to the presbytery and for what purpose (Note all presbytery keys should be returned for incoming priest to reissue) Key inventory including church, sacristy and tabernacle, all properties Passwords and alarm codes Electricity and gas meters Computer/IT equipment contacts List of service providers (utilities, liturgical or sacristy supplies) Lists of Extraordinary Ministers, Readers and sick/housebound parishioners Clergy Faculties Testimonial forms for visiting priests Death Register Record of Foundation Masses Baptism Register Reception Register Register of EMHCs granted faculties Confirmation Register Marriage Register Marriage Documents File List of Authorised persons Record of Mass Offerings Parish Financial Returns Safeguarding Policy and Records Church and Sacristy Inventory (including visual images of valuable items) Presbytery Inventory (including images of furniture and valuable items) Inventory of the personal belongings of priest(s) List of parish supply fees Copy of clergy handbook Access to DOPs List of regular supply priests Copy of transition policy Are there any agreements (formal or informal) with neighbours and others (e.g. access, car parking)? Give details of where these are stored Condition of the Church:
Condition of the Hall: Condition of the presbytery: The material comfort of a priest is a significant responsibility of the parish. The presbytery should be maintained and equipped to a standard that a reasonable individual or family would expect for their living conditions. This will include a structurally sound building in good decorative order, modern bathroom and kitchen and privacy achieved by a separation from the activities of the parish. List of those who have access to the presbytery and for what purpose: Any listed buildings giving class/grade: Details of other properties owned by the Parish: List of tenants in parish properties and tenancy agreements: Building Projects Planned:
Quinquennial Report Dated Summary of completed high priority items: High Priority items still to be completed: Other items included in Finance Committee s current programme: Financial Assets Debtors/Loans Financial Controls: Safe key holders Cheque signatories Credit Card authorised holder
Offertory Collection Counting and Banking arrangements Invoices/Bills Processes: Do the following exist and who is the key contact? Parish Strategy Group Finance & Fabric Committee RCIA First Holy Communion Programme Baptism Programme Confirmation Programme Safeguarding Rep Marriage Preparation programme Adult Catechesis Parish Health & Safety Representative Other Schools in the Parish (please complete for each school): Number on the roll State of Relationship with the Parish
Who is the school Chaplain and looks after the liturgy? Is the parish priest a Foundation Governor? How frequently does a priest visit the school? What is the frequency of Confession and the celebration of mass? For the whole school; for small groups? Is theological formation provided for the staff? Do the staff have days of recollection? Are there any particular issues? Describe the work with: Religious Houses and Institutes: Hospitals, prisons and other chaplaincies:
Your overall assessment of the current state of life and Mission in the parish (Please use the headings from the Bishop s Vision documents as well as your own assessments) To Go out on Mission to Everyone To Convert Catholics To be totally dependent on the Holy Spirit To become outward-looking Servants With special attention to Focussing on Youth Focusing on Vocations Focussing on prioritising our Resources Signed Parish Priest Date Signed: Chair of Parish Strategy Group Date: Signed: Chair of Parish Finance Committee Date: