page 1 of 36 diocesan communicator...diocesan communicator no. 4/2016 corpus christi processions the...

Diocesan Communicator No. 4/2016 Note: Please contact Sheila Wickenheiser at 800-562-9745 ext. 131 for questions/problems regarding receipt of the Diocesan Communicator. The Communicator is available on the Diocesan website at www.dioceseofmarquette.org. Inside Office of the Bishop Year of Mercy Diocesan Pilgrimage,

August 23rd-25th, 2016 Office of the Chancellor and Divine Worship Clarification on “Missa Pro Populo”-

Canon 534 Priest & Deacon Letters of Good

Standing Diocesan Choir for Ordination Diocesan Tribunal Office Beginning Process to the Nullity of

Marriage Application Department of Evangelization and Education Children’s Safe Environment Training

Reports Hospitality Lecture Series Faith Formation Coordinator Training Summer Faith Formation Opportunities Upcoming Dates Catholic Schools Teacher and Principal Contracts Tuition Contracts Religion Bee Midwest Conference on Catholic Liberal

Arts Education Save the Date – School

Secretary/Bookkeeper Workshop School Council Minutes School Budgets MNSAA Accreditrac Reports Communication Services Summer Mass Times to be Published in

The U.P. Catholic Corpus Christi Processions Sacraments and RCIA Photos Website Helpful Hint – Find a Priest,

Deacon or Religious Financial Services

Investment Pool Conference St. Joseph Association (Good Shepherd

Sunday) Collection Secretary/Bookkeeper and Loss

Prevention Workshops 2015 Diocesan Directory Changes 2016 Voter Guide Financial Transactions Policy Update 2016-2017 Benefit & Insurance Rate

Information 2016-2017 Priests’ Salary Schedule Development Office & Legacy of

Faith Catholic Service Award Nominations

Due May 1 Legacy of Faith Grants Monthly Stewardship Hour Book a Parish Estate Planning Seminar

Today Development “In the Field” Faithful Giving Newsletter Bulletin Announcements Year of Mercy Diocesan Pilgrimage, August 23 to 25, 2016 Addenda (Note: All Addenda are located at the end of this file). Addendum #1 – Year of Mercy

Pilgrimage Flyer Addendum #2 - Year of Mercy

Pilgrimage Itinerary Addendum #3 – Clarification on “Missa

Pro Populo” – Canon 534 Addendum #4 - Good Shepherd

Collection Bulletin Inserts Addendum #5 – Financial Transactions

Policy Update Addendum #6 – 2016-2017 Benefit &

Insurance Rate Information Addendum #7 – 2016-2017 Priests’

Salary Schedule

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OFFICE OF THE BISHOP Bishop John F. Doerfler

YEAR OF MERCY DIOCESAN PILGRIMAGE, AUGUST 23RD-25TH, 2016 Bishop John cordially invites you and your parishioners to the Diocesan Pilgrimage for the Year of Mercy. The pilgrimage will take you to the three Marian Shrines of Wisconsin: The Shrine of Our Lady of Good Help in Champion, the Basilica of the National Shrine of Mary, Help of Christians at Holy Hill in Hubertus and the Shrine of Our Lady of Guadalupe in La Crosse. A bulletin insert, as well as bulletin announcement are available. Please refer to Addendum #1 for the Year of Mercy Pilgrimage Flyer and Addendum #2 for the Year of Mercy Pilgrimage Itinerary.

OFFICE OF THE CHANCELLOR AND DIVINE WORSHIP Rev. Daniel Moll

CLARIFICATION ON “MISSA PRO POPULO”-CANON 534 Recently questions have been raised regarding the requirements of canon 534. Please see the attached Addendum #3 Missa Pro Populo for clarification.

PRIEST & DEACON LETTERS OF GOOD STANDING Priests or Deacons of the diocese that will be traveling outside of the Diocese of Marquette should request a Letter of Good Standing prior to their departure. As the letter needs to be signed by the Chancellor, the request should be submitted as soon as possible. To submit a Priest Letter of Good Standing Request, complete the online form at: Priest Letter of Good Standing Request Form. To submit a Deacon Letter of Good Standing Request, complete the online form at: Deacon Letter of Good Standing Request Form. The forms may also be found at: http://www.dioceseofmarquette.org/forms DIOCESAN CHOIR FOR ORDINATION All parish choirs are invited to join the Diocesan Choir for the Ordination to the Sacred Priesthood, which will be celebrated at St. Peter Cathedral on Friday, June 3, 2016 at 3:30 p.m. EDT. Rehearsal begins promptly on June 3 at noon. Plan to arrive early. The registration form may be found here: https://form.jotform.com/60334115967153. Music will be mailed to you when you have submitted your registration form. Please complete this form no later than May 1. For more information, please contact Samuel Holmberg at [email protected] or (906)-227-9122.

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Diocesan Communicator No. 4/2016

DIOCESAN TRIBUNAL OFFICE Msgr. Peter Oberto

BEGINNING PROCESS TO THE NULLITY OF MARRIAGE APPLICATION The Libellus is the legal document required by the law of the church prior to beginning the process for declaring a marriage null. Please be sure to mail the Libellus along with the application form. No work can be done on any case until this document has been signed and returned to the Tribunal Office. To obtain both the “Nullity of Marriage Application” and the “Libellus of the Petitioner” forms, please refer to the following link: http://www.dioceseofmarquette.org/marriagetribunal/applyforannulment

DEPARTMENT OF EVANGELIZATION AND EDUCATION Mark Salisbury

CHILDREN’S SAFE ENVIRONMENT TRAINING REPORTS Parish and Catholic School reports are due to the Office of Youth Ministry by April 29, 2016. The report form is found on the Diocese of Marquette webpage at: http://www.dioceseofmarquette.org/childrenssafeenvironment Any questions should be directed to Greg Gostomski at (906)227.9125, 800.562.9745 ext. 125, or [email protected]. HOSPITALITY LECTURE The 31st annual Hospitality Lecture is scheduled for Tuesday, May 31, 2016. Our presenter is Sr. Sara Butler, M.S.B.T., professor emerita of dogmatic theology at the University of St. Mary of the Lake, Mundelein. Her presentation for the day is entitled, “The Year of Mercy: A Message about God's Love”. Sr. Sara served two terms on the International Theological Commission, is a consultant to the Pontifical Council for Promoting the New Evangelization and the U.S. Bishops’ Doctrine Committee, and an author of over 50 scholarly articles and the book, The Catholic Priesthood and Women: A Guide to the Teaching of the Church. She is currently the director of the New Evangelization at the Mother Boniface Spirituality Center in Philadelphia. To register click here. A flyer/bulletin insert has been sent via email to all parishes. Direct any questions to Denise Foye: [email protected], or 800-562-9745 ext. 130, 906-227-9130. FAITH FORMATION CORDINATOR TRAINING The plans for the annual faith formation coordinator training are very near completion. It is scheduled to begin on Sunday, June 19 after dinner and will conclude on Thursday, June 23 after lunch. This focus of the week will be on Sacred Scripture. Our presenters this year include Fr. Tim Ferguson, Deacon Aaron Nowicki, and Deacon Tom Foye. The week’s events will include daily

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Diocesan Communicator No. 4/2016 Mass; Morning and Evening Prayer, and opportunities to celebrate the sacrament of Reconciliation along with some fun and fellowship. Register now by going to: www.dioceseofmarquette.org/forms or by clicking here. For more information contact Denise Foye at [email protected], or 800-562-9745 ext. 130, 906-227-9130. SUMMER FAITH FORMATION OPPORTUNITIES Parishes across the diocese host summer faith formation opportunities for our youth. They will be published in the UP Catholic at the end of May. If you would like to have your parish’s event be included please email Denise Foye, [email protected] the following information: name of event, date of event, place, sponsoring parish(es), and contact information. To ensure publication in the UP Catholic, provide the requested information no later than May 13. UPCOMING DATES-2016 Hospitality Lecture, Tuesday, May 31 Faith Formation Coordinator Training Sunday, June 19 -Thursday, June 23, Catechesis of the Good Shepherd Training, Monday, Aug. 22-Friday, Aug. 26 Diocesan Evangelization Summit, Saturday, Aug. 27 See the See, Saturday, Oct. 29 Catholic Schools TEACHER AND PRINCIPAL CONTRACTS Teacher/principal contracts will be held until registration numbers of current families are finalized. If re-enrollment is below 90% on April 15th, contracts will be held. The letter that is to be given if registration numbers aren’t sufficient by April 15 was emailed to principals last week. If you need a copy of the letter, contact Cassie LaTourneau, [email protected] or by phone, (906) 227-9137. Principals are also required to inform the diocesan office if contracts will be given or held by April 14. TUITION CONTRACTS Tuition contracts for returning families are due to Kristi Flohe before May 15, 2015. RELIGION BEE Registration is now open for the annual Catholic Schools Religion Bee on Wednesday, May 4, 2016 at Saint John Paul II Catholic Academy in Menominee. To register, please click on this link https://form.jotform.com/53344334808153. Questions have been posted at http://www.dioceseofmarquette.org/images/files/RELIGIONBEE2016.pdf. If you have any questions, please contact Denise Foye at 906-227-9130 or [email protected].

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Diocesan Communicator No. 4/2016 MIDWEST CONFERENCE ON CATHOLIC LIBERAL ARTS EDUCATION Mark your calendars for the 2016 Midwest Conference on Catholic Liberal Arts Education on June 13-14 at Holy Name Catholic School in Escanaba. To view the flyer, please click on this link http://www.dioceseofmarquette.org/images/files/2016%20Catholic%20Liberal%20Arts%20Summer%20Conference%20Flyer.pdf. To register, please click on this link https://form.jotform.com/51385549942163. SAVE THE DATE – SCHOOL SECRETARY/BOOKKEEPER WORKSHOP This year we are excited to offer a separate workshop for the school secretaries and bookkeepers – this workshop will be specific to school employees. The workshop will be held on July 28th to better fit in our school schedules. A registration form will be sent out in May. Contact Kristi with any questions or if you have ideas for information to cover. (906) 227-9138 or [email protected]. SCHOOL COUNCIL MINUTES All schools are reminded they are to submit all agenda and minutes from school council meetings, and supporting committee meetings to our office after each meeting. Minutes and agendas can be sent to Cassie LaTourneau, [email protected]. SCHOOL BUDGETS 2016-17 budgets must be approved by the diocese and entered into PDS Ledger no later than May 31, 2016. If you need assistance at any point during the budgeting process, please call Kristi Flohe at (906) 227-9138 or Mark Salisbury at (906) 227-9127. MNSAA ACCREDITRAC REPORTS The MNSAA Accreditrac portal is now open for annual reporting. All schools must complete the reporting and submit to the diocese by April 15. Payment to MANS is due by June 1. If you need help with the reports, or login information, contact Jamie Carter at (906) 227-9137.

COMMUNICATION SERVICES John Fee

SUMMER MASS TIMES TO BE PUBLISHED IN THE U.P. CATHOLIC The U.P. Catholic is planning to publish a special section in the May 27 issue listing summer Mass times in our parishes and missions. Please submit your summer Mass schedule by completing the following form: https://form.jotform.com/60895625041154. The deadline for submitting Mass times is May 6. This is a free service to aid summer travelers.

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Diocesan Communicator No. 4/2016 CORPUS CHRISTI PROCESSIONS The Solemnity of the Most Holy Body and Blood of Christ will be celebrated on Sunday, May 29, 2015. The U.P. Catholic is planning on listing Corpus Christi processions in the May 27 issue. If your parish is having a Corpus Christi procession or special service, please send the date, time, parish name and location (if beginning somewhere other than the parish), by e-mail to [email protected] or postal mail to The U.P. Catholic, 1004 Harbor Hills Dr., Marquette, MI 49855. Listings should be received by Friday, May 6. Parishes are also welcome to submit photos taken at this year's processions to The U.P. Catholic for possible publication by using the addresses listed above. SACRAMENTS AND RCIA PHOTOS Please send photos of First Communion, Confirmation and RCIA groups for publication in The U.P. Catholic’s annual Sacraments and RCIA issue. Be sure to list names (left to right) front row, second row, third row, back row, etc. Deadline for submissions is May 27, 2016. Photos may be sent by e-mail to [email protected] or mailed to The U.P. Catholic, 1004 Harbor Hills Dr., Marquette, MI 49855. WEBSITE HELPFUL HINT – FIND A PRIEST, DEACON OR RELIGIOUS

Are you looking for the contact information of a priest, deacon or religious serving in our diocese? Just visit www.dioceseofmarquette.org and click on “Priest, deacon or religious” in the “Find a…” tab on the diocesan website’s home page.

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Diocesan Communicator No. 4/2016

FINANCIAL SERVICES

Timothy Thomas INVESTMENT POOL CONFERENCE The annual investment pool conference is scheduled to take place on Wednesday, May 4th beginning at 4:00 pm ET. This year the conference will be conducted through an on-line meeting forum (we will be using Zoom). To register for the conference click on this link Click to register for the Annual Investment Pool Conference. ST. JOSEPH ASSOCIATION (GOOD SHEPHERD SUNDAY) COLLECTION Make plans now to promote the annual Good Shepherd Collection scheduled to be taken up the weekend of April 16/17 in all parishes. Materials to promote the collection can be found in Addendum #4 and were emailed to all pastors, associate pastors, and pastoral Coordinators on March 7th. SECRETARY/BOOKKEEPER AND LOSS PREVENTION WORKSHOPS 2015 Please mark Wednesday, April 27th as the day that you will attend the annual Secretary/Bookkeeper Workshop held in Marquette at Northern Michigan University (University Center). To register click on this link https://form.jotform.com/52734287226964. New this year will be a fun team building activity (with prizes). If you have any topics you would like us to address at this year’s workshop, please feel to submit them at any time. They can be sent to Angelina Juidici at [email protected]. We will also provide the opportunity for you to submit questions (confidentially) at the workshop. DIOCESAN DIRECTORY CHANGES There have been several changes in diocesan staff in the last few weeks. Please refer to the Diocesan Directory for updated contact information. This can be found on the diocesan website under the Administration, Directories Section. 2016 VOTER GUIDE As we get closer to election season, it is important to consider voting principles. A copy of the United States Catholic Conference voter guidelines has been uploaded on the diocesan website under the Administration, Policy Manuals Section. URL: http://dioceseofmarquette.org/UserFiles/File/PolicyManuals/DiocesanPolicies/Administrative/PMA-271.pdf FINANCIAL TRANSACTIONS POLICY UPDATE The Financial Transactions Policy Manual has been updated and will go into effect May 1, 2016. It is located under the Administration, Policy Manuals Section on the diocesan website as of April 1st can also be found in Addendum #5. We recommend that Parishes take the time to familiarize themselves with the changes before May 1st.

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Diocesan Communicator No. 4/2016 2016-2017 BENEFIT AND INSURANCE RATE INFORMATION The Benefit and Insurance rate information can be found in Addendum #6. This information can also be found on the diocesan website under the Administration, Policy Manuals Section. 2016-2017 PRIESTS’ SALARY SCHEDULE The Salary Schedule for 2016-2017 for Priests can be found in Addendum #7. This information has also been uploaded to the diocesan website under the Administration, Policy Manuals Section. Development Office & Legacy of Faith CATHOLIC SERVICE AWARD NOMINATIONS DUE MAY 1 Visit dioceseofmarquette.org/catholicserviceawards for more information and easy online submission form. LEGACY OF FAITH GRANTS Applicants will be notified by May 15 of approvals/denials. MONTHLY STEWARDSHIP HOUR Reminder – second Tuesday of each month from 2-3pm Eastern is “stewardship hour.” Please keep your parish councils & committees informed of these FREE learning opportunities. March 8 “Working for God” Recording URL: https://attendee.gotowebinar.com/recording/2188980689470124547 April 12: “Evangelizing with the Eyes of Mercy” Registration URL: https://attendee.gotowebinar.com/register/8514742660651951105 May 9: “Helping People in Times of Loss & Crisis” Registration URL: https://attendee.gotowebinar.com/register/2326170051017081089 BOOK A PARISH ESTATE PLANNING SEMINAR TODAY! The seminar allows parishes and schools to easily offer a quality educational seminar utilizing local experts. The seminar is approximately 1½ hours long and is done in partnership with the pastor/school principal and a qualified local estate planning attorney. Practical and useful information on estate planning is presented within a stewardship context. To book a seminar contact Terri at 227-9108 or toll free 1/800/562-9745 ext #108 or by email [email protected]. DEVELOPMENT “IN THE FIELD” Congratulations to St. Francis of Assisi in Dollar Bay for exceeding their parish capital campaign goal. The bathroom remodel phase of their project is complete;

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Diocesan Communicator No. 4/2016 the next phase will be an addition to connect the church and rectory, providing an accessible entrance and gathering space. Congratulations to St. Christopher, Marquette for realizing an increase in offertory after conducting an abbreviated appeal. Kudos to St. Mary Church, Sault Ste. Marie, for adding online giving services. Congratulations to the Restoration Committee for Holy Angels Church, Sugar Island, for successfully raising funds necessary to repair the foundation of this historic church built in 1856 under the leadership of Bishop Frederic Baraga. FAITHFUL GIVING NEWSLETTER Additional copies available by request. This biannual newsletter on gift and estate planning can be distributed within your parish/school or imbed the link right on your website. Click here to view it.

BULLETIN ANNOUNCEMENTS

YEAR OF MERCY DIOCESAN PILGRIMAGE, AUGUST 23RD-25TH, 2016 Bishop John cordially invites you to the Diocesan Pilgrimage for the Year of Mercy. The pilgrimage will take you to the three Marian Shrines of Wisconsin: The Shrine of Our Lady of Good Help in Champion, the Basilica of the National Shrine of Mary, Help of Christians at Holy Hill in Hubertus and the Shrine of Our Lady of Guadalupe in La Crosse. See insert and itinerary for more details.

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August 23: The Shrine of Our Lady of Good Help stands humbly, yet majestically, in a quiet and beautiful spot of rural northeast Wisconsin. Known as "The Chapel" by the local inhabitants, The Shrine of Our Lady of Good Help is built directly over the site where Mary, Queen of Heaven, appeared to Adele Brise, a young Belgian immigrant, in October of 1859, one year after the Marian apparitions occurred at Lourdes, France. For over 150 years, the faithful have come to this hallowed site seeking the intercession of the Blessed Virgin Mary. The Marian apparition at the Shrine was granted official Church approval on December 8, 2010.

Overnight Menomonee Falls

August 24: More than 500,000 people from all over the world visit the Basilica of the National Shrine of Mary Help of Christians at Holy Hill each year. Situated on 435 beautiful acres outside of Milwaukee, Holy Hill was declared a Shrine with "Portiuncula Privilege" by Pope Leo XIII in 1903. As a result of the increasing number of pilgrims, the Discalced Carmelite Friars from Bavaria were invited to staff the Shrine in 1906. On November 19, 2006, the Shrine was elevated to the status of Basilica.

Overnight La Crosse

August 25: Nestled amid the beautiful natural setting of southwest Wisconsin, the Shrine of Our Lady of Guadalupe serves the spiritual needs of those who suffer poverty in body and soul. It is a place of ceaseless prayer for the corporal and spiritual welfare of God's children, especially those most in need.

Faithful to the message of the Blessed Virgin Mary through her appearances on the American continent in 1531 and funded entirely by private donations, the Shrine of Our Lady of Guadalupe includes a Pilgrim Center with cafe and gift shop, Mother of Good Counsel Votive Candle Chapel, Memorial to the Unborn, Meditation Trail, numerous devotional areas, and the magnificent Shrine Church.

Return Trip to Diocese of Marquette Drop Off Points

Shrines of WisconsinPilgrimage to the August 23-25, 2016

Includes:† Professional tour escort † Hotels 2 nights † Deluxe motorcoach † Bus driver accommodations & tolls † Breakfast on day two and lunch

daily, other meals on your own at restaurants within hotel or walking distance.† Shrine admission fees per itinerary

$563.00 $399.00 $343.00

Cost per Person:

Single Occupancy Double Occupancy Triple Occupancy Quad Occupancy

$313.00

Bishop Doerfler Diocese of Marquette

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Overnight La Crosse







$563.00 $399.00 $343.00

Cost per Person:


$313.00

Bishop Doerfler

of Diocese of Marquette

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YEAR OF MERCY PILGRIMAGE TO THE

MARIAN SHRINES IN WISCONSIN

TUESDAY, AUGUST 23 - THURSDAY, AUGUST 25, 2016

This three day/two night pilgrimage takes you to the three Marian shrines in Wisconsin where you will get the chance to obtain the Plenary Indulgence for the Year of Mercy and participate in the celebration of Holy Mass at each shrine with Bishop John Doerfler of the Catholic Diocese of Marquette serving as the principal celebrant. Bishop John will lead the pilgrimage which will visit The Shrine of Our Lady of Good Help in New Franken, The Basilica of the National Shrine of Mary Help of Christians at Holy Hill in Hubertus and The Shrine our Lady of Guadalupe in La Crosse.

During your pilgrimage you will have some free time on your own to visit the devotional areas, grotto’s and gift shops at each shrine and see some of the unique aspects such as the gravesite of Adele Brise at the Shrine of our Lady of Good Help and the scenic tower at Holy Hill. You will also be treated to a staff presentation on the mission and history of each shrine and time permitting have the opportunity to participate in the Holy Rosary or Stations of the Cross. Lunch will be served at each shrine and your overnight accommodations will be at the Radisson Hotel in Menomonee Falls on the first night and the Waterfront Radisson Hotel in downtown La Crosse on the second night.

Departure time and location on Tuesday, August 23rd

St. Michael’s Catholic Church in Marquette Departs from the parking lot behind the church at 6:30 a.m. EDT Holy Name Catholic School in Escanaba Departs from the parking lot in front of the school at 8:15 a.m. EDT Holy Spirit Catholic Church in Menominee Departs from the parking lot in front of the church at 9:00 a.m. CDT

(Please arrive at your scheduled pick up location 30 minutes prior to your scheduled departure time)

Return time and location on Thursday, August 25th Holy Spirit Catholic Church in Menominee Returns to the parking lot in front of the church at 7:30 p.m. CDT Holy Name Catholic School in Escanaba Returns to the parking lot in front of the school at 10:15 p.m. EDT St. Michael’s Catholic Church in Marquette Returns to the parking lot behind the church at 11:45 p.m. EDT

Tour Cost: $563.00 for single occupancy; $ 399.00 per person for double occupancy; $ 343.00 per person for triple occupancy and $313.00 per person for quad occupancy. Please call first to make your reservation and then mail your check made payable to Checker Transport to the address shown below. Space is limited.

Cost Includes: Deluxe motorcoach transportation, professional tour guide/escort services, all tour planning and booking services and two nights lodging and baggage handling. The cost also includes coffee and doughnuts on Day One, a buffet breakfast on Day Two, lunch and a small donation at each of the three shrines, room use fees and all taxes and gratuities on included items. The only costs you will be responsible for include your breakfast on Day Three, dinner each evening and any incidental expenses you might choose to incur.

RESERVATION DEADLINE IS MONDAY, JUNE 20TH

CONTACT EMILY AT (906) 226–7772 EXT 3 FOR MORE INFO OR RESERVATIONS

CHECKER BUS 1915 ENTERPRISE STREET

MARQUETTE, MI 49855 WWW.CHECKERTRANSPORT.COM

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YEAR OF MERCY PILGRIMAGE TO THE

MARIAN SHRINES IN WISCONSIN

TUESDAY, AUGUST 23 – THURSDAY, AUGUST 25, 2016

THREE DAY/TWO NIGHT ITINERARY

Day One Shrine of our Lady of Good Help in Champion, WI/Overnight Menomonee Falls, WI Tues –Aug 23 6:00 a.m. EDT Meet Marquette area participants in the parking lot behind St. Michael’s Catholic Church/Load luggage and board motorcoach 6:30 a.m. Travel to the Holy Name Catholic School in Escanaba 7:45 a.m. Meet Escanaba area participants in the parking lot of the Holy Name School/Load

luggage and board motorcoach/Rest stop 8:15 a.m. EDT Travel to the Holy Spirit Catholic Church in Menominee

Note time change from EDT to CDT

8:30 a.m. CDT Meet Menominee area participants in the parking lot of the Holy Spirit Catholic Church/Load luggage and board motorcoach/Rest stop

9:00 a.m. Travel to the Shrine of Our Lady of Good Help in Champion, WI 10:15 a.m. Arrive at the Shrine of Our Lady of Good Help 10:30 a.m. Holy Rosary in the Shrine Church 11:00 a.m. Free time on own for devotional areas and gift shop 12:00 p.m. Pick up and distribute pre-ordered box lunches from the onsite Schoolhouse

Café/Lunch will be in either the Adele Briese Hall or St. Joseph Hall

(There is room use fee of $ 25.00 for groups ordering food from the Schoolhouse Café) 1:00 p.m. Staff presentation on the history and mission of the Shrine 1:30 p.m. Prayer time on own in the Shrine Church or Apparition Site or on the grounds with

the Rosary walk, Stations of the Cross, grotto’s and the gravesite of Adele Brise 2:00 p.m. Holy Mass in the Shrine Church with Bishop John Doerfler of the Diocese of

Marquette as the principal celebrant 3:00 p.m. Chaplet of Divine Mercy Devotions in the Adoration Chapel 3:30 p.m. Travel to the Radisson Hotel in Menomonee Falls, WI 5:30 p.m. CDT Check in at the Radisson Hotel/Rest and relaxation Dinner will be on your own tonight – Choices include the RBG Bar & Grill in the Radisson Hotel or at one of the nearby restaurants in Menomonee Falls such as DF Marinis Piazzeria, Kraverz or The Main Mill.

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Day Two The Basilica of the National Shrine of Mary at Holy Hill/Overnight La Crosse, WI Wed – Aug 24 7:00 a.m. CDT Breakfast buffet and check out at the Radisson Hotel in Menomonee Falls, WI (Bags out at 7:30 a.m.)

(The breakfast buffet is included in the tour package and will be served in the RGB Restaurant) 8:30 a.m. Travel to the Basilica of the National Shrine of Mary Help of Christians at Holy Hill 9:00 a.m. Arrive at the Gift Shop for the Basilica of the National Shrine of Mary Help of

Christians at Holy Hill 9:15 a.m. Free time for devotional areas and gift shop - Visit the Shrine Chapel and grotto’s,

view the Outdoor Stations of the Cross and climb the scenic tower 10:15 a.m. Confessions in the Chapel of St. Therese 10:30 a.m. Rosary in the Basilica at Holy Hill 11:00 a.m. Holy Mass in the Basilica at Holy Hill with Bishop John Doerfler of the Diocese of

Marquette as the principal celebrant 11:45 a.m. Staff presentation on the mission and history of the National Shrine 12:15 p.m. “Summer Luncheon” at the Holy Hill Café in the Old Monastery Inn 1:00 p.m. Travel to the Radisson Waterfront Hotel in downtown La Crosse, WI with a rest stop

or two along the way 5:30 p.m. CDT Check in at the Radisson Waterfront Hotel/Rest and relaxation Dinner will be on your own tonight – Choices include the TRL Restaurant in the Radisson Hotel or one of the nearby restaurants downtown such as Fayzes, the Freight House, Piggy’s and the Waterfront. Day Three Shrine of Our Lady of Guadalupe in La Crosse, WI/Return to Marquette____ Thurs – Aug 25 6:30 a.m. CDT Breakfast and check out at the Radisson Hotel in La Crosse, WI (Bags out at 8:00 a.m.) Breakfast will be on your own at the TRL Restaurant in the Radisson Hotel or one of the nearby restaurants in downtown La Crosse. 8:45 a.m. Travel to the Shrine our Lady of Guadalupe in La Crosse, WI 9:00 a.m. Arrive at the Pilgrim Center at the Shrine of Our Lady of Guadalupe 9:15 a.m. Uphill to Shrine Church stopping at devotional areas along the way 10:00 a.m. Optional Shrine Church Tour 10:30 a.m. Holy Mass in the Shrine Church with the Bishop John Doerfler of the Diocese of

Marquette as the principal celebrant 11:15 a.m. Soup and sandwich buffet lunch in lower level of Shrine Church (Confessions available until 12:15 p.m. in the Shrine Church) 12:00 p.m. Additional free time for devotional areas and gift shop

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1:00 p.m. CDT Depart the Shrine of our Lady of Guadalupe and travel to Green Bay with a 30 minute rest stop along the way

5:30 p.m. CDT Fast food dinner and rest stop in Green Bay Dinner will be on your own tonight and can be taken on the motorcoach if necessary. 6:15 p.m. Travel to the Holy Spirit Catholic Church in Menominee, MI 7:30 p.m. Drop off Menominee area participants and unload their luggage in the parking lot of

the Holy Spirit Catholic Church/Rest stop 8:00 p.m. CDT Travel to the Holy Name Catholic School in Escanaba, MI

Note time change from CDT to EDT

10:15 p.m. EDT Drop off Escanaba area participants and unload their luggage in the parking lot of the

Holy Name School/Rest stop 10:30 p.m. Travel to St. Michael’s Catholic Church in Marquette 11:45 p.m. Drop off Marquette area participants and luggage in the parking lot at St. Michael’s

Catholic Church 12:00 a.m. EDT Year of Mercy Pilgrimage to the Marian Shrines in Wisconsin finishes in Marquette Contact for More Information: Fred Huffman Checker Transport 1915 Enterprise Street Marquette, MI 49855 906-226-6167 Tel 906-360-8927 Cell [email protected] www.checkertransport.com

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MISSA PRO POPULO Recently, questions have been raised regarding the requirements of canon 534. Can. 534 §1. After a pastor has taken possession of his parish, he is obliged to apply a Mass for the people entrusted to him on each Sunday and holy day of obligation in his diocese. If he is legitimately impeded from this celebration, however, he is to apply it on the same days through another or on other days himself.

§2. A pastor who has the care of several parishes is bound to apply only one Mass for the entire people entrusted to him on the days mentioned in §1. §3. A pastor who has not satisfied the obligation mentioned in §§1 and 2 is to apply as soon as possible as many Masses for the people as he has omitted.

Every pastor is required to offer the Mass pro populo. For priests who have the care of several parishes there only needs to be one Mass for all the parishes. The Mass pro populo should be listed in the bulletin as either “pro populo,” or “for the People of the Parish (Parishes if more than one parish).” One could also write out the names of the parish or parishes. Parochial Administrators and Priest Moderators are also required to offer the Mass pro populo in accordance with cann. 540 §1 and 517 §2. The Mass pro populo is not to be combined with other intentions. It is not required that the Mass pro populo be celebrated in parish church, for example if a pastor is on a scheduled vacation away from his parish he could celebrate the Mass pro populo at another location. As is stated in can. 534 §1 if a legitimate reason prevents the pastor from this obligation he is to apply it on the same days through another or on other day himself.

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BULLETIN INSERTS Bulletin Insert #1 For weekend of April 2/3 The Diocese of Marquette is blessed with many senior (retired) priests (those who are no longer assigned to a parish). These men make present Christ, the Good Shepherd, and continue to give of themselves in countless ways of service for which we are grateful. As is the case with many pension plans in today’s world, our priests’ retirement program is not fully funded. On Good Shepherd Sunday, April 16/17, our diocese will take up a special collection to support our priests’ retirement and help remedy the shortfall in the St. Joseph Association. I hope you will consider using the envelope provided in your packets. Bulletin Insert #2 For weekend of April 9/10 Retired priests of the Diocese of Marquette receive health and automobile insurance and a monthly pension from the St. Joseph Association, the diocesan priest retirement fund. Diocesan priests live independently during their retirement, and they use their pension for basic needs, such as food, housing and transportation. Parish assessments, plus growth in the St. Joseph Association, have fallen short of what is needed to provide necessary benefits to our retired priests. All parishes and missions in the Diocese of Marquette will participate in a special collection on April 16/17 to help “bridge the gap.” It is essential that we ensure adequate retirement and health coverage in the years ahead for our priests. Please return your collection envelope during next weekends’ Masses. Bulletin Insert #3 For collection weekend April 16/17 This weekend all parishes and missions in the Diocese of Marquette are holding a Good Shepherd Sunday special collection to support our priests’ retirement fund, called the St. Joseph Association. This collection directly benefits priests of the Diocese of Marquette and is completely separate from the annual December collection for the Retirement Fund for Religious, which supports retired clergy and sisters of religious orders across America. Please prayerfully reflect on how you can best help support our own priests’ retirement and return your envelope in the collection or drop it off at the parish. Bulletin Insert #4 Two weeks following collection weekend April 30/May 1 Last weekend, our parish and all parishes and missions throughout our diocese took up a special collection to support our priests’ retirement fund, called the St. Joseph Association. Collectively, our parishioners have raised $_AMOUNT_ to date. We truly appreciate your support. If you were unable to use your envelope last weekend, you may still do so.

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IOANNES FRANCISCUS

EPISCOPUS MARQUETTENSIS

DECREE PARTICULAR LAW ESTABLISHING ACTS OF EXTRAORDINARY ADMINISTRATION

Whereas, the diocesan bishop is charged to keep vigilance over the administration of ecclesiastical goods which belong to public juridical persons subject to him (canon 1276 §1 CIC); Whereas, the diocesan bishop is competent to determine acts of extraordinary administration for public juridical persons subject to his authority, after he has heard the diocesan finance council (canon 1281 §2 CIC); Whereas, acts of administration which exceed the limits and manner of ordinary administration must be clearly defined; Having heard the Diocesan Finance Council on November 12, 2015 after their review of the proposed policies and receiving a positive recommendation; Having heard the Presbyteral Council on December 17, 2015 after their review of the proposed policies and receiving a positive recommendation; Therefore, in accord with canons 8 §2, 29, and 391 §1 CIC, I establish as particular law of the Diocese of Marquette that the following shall be considered acts of extraordinary administration requiring for validity the prior written faculty from the local ordinary (canon 1281 §1 CIC) to be obtained by an administrator of public juridical persons subject to the Bishop of Marquette:

1. to initiate any construction/repair/renovation or improvement project involving the worship space (sanctuary/nave of a church or chapel);

2. to initiate a construction/repair/renovation or improvement project over $20,000;

3. to establish an endowment fund or trust;

4. to establish a Michigan Catholic Conference (MCC) unit;

5. to obtain a loan or line of credit in any amount;

6. to purchase any property or other immovable good;

7. to lease property belonging to the public juridical person;

8. to lease property on behalf of the public juridical person;

Apostolicae Sedis Gratia

Divina Miseratione et

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DIOCESE OF MARQUETTE POLICIES CONCERNING FINANCIAL TRANSACTIONS

THAT REQUIRE PERMISSION OF THE BISHOP

TABLE OF CONTENTS

SECTION I: ACCEPTANCE OF GIFTS AND BEQUESTS ................................................................................ 3

SECTION II: CAPITAL CAMPAIGNS ................................................................................................................. 3

SECTION III: CONSTRUCTION/REPAIR/RENOVATION OR IMPROVEMENT OF PARISH/SCHOOL/RETREAT CENTER OR OTHER DIOCESAN ENTITY PROPERTY .................................... 4

III – A: GENERAL POLICIES FOR ALL CONSTRUCTION/REPAIR/RENOVATION OR IMPROVEMENT PROJECTS ...................................................................................................................................................... 5

III – B: PROCEDURES FOR PROJECTS INVOLVING THE WORSHIP SPACE ............................................ 6

III - C: PROCEDURES FOR PROJECTS OVER $20,000 (NOT INVOLVING THE WORSHIP SPACE) ........ 7

III - D: PROCEDURES FOR PROJECTS UP TO $20,000 (NOT INVOLVING THE WORSHIP SPACE)........ 8

SECTION IV: ENDOWMENT FUNDS AND TRUSTS (AUTONOMOUS AND NON-AUTONOMOUS PIOUS FOUNDATIONS) .................................................................................................................................................. 9

SECTION V: ESTABLISHMENT OF MICHIGAN CATHOLIC CONFERENCE (MCC) UNITS ........................ 10

SECTION VI: LOANS OR LINES OF CREDIT IN ANY AMOUNT ................................................................... 10

SECTION VII: SALE, LEASE OR ACQUISITION OF CHURCH PROPERTY ................................................. 10

VII - A: GENERAL POLICIES FOR SALE LEASE OR ACQUISITION OF CHURCH PROPERTY ............... 10

VII - B: SALE OF PROPERTY ....................................................................................................................... 10

VII - C: LEASES ............................................................................................................................................ 11

VII - D: ACQUISITION (PURCHASE) OF PROPERTY ................................................................................. 11

SECTION VIII: TRANSACTIONS THAT ENTAIL SIGNIFICANT FINANCIAL RISK ....................................... 12

APPENDIX A .................................................................................................................................................. 13

APPENDIX B .................................................................................................................................................. 14

APPENDIX C ................................................................................................................................................. 16

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DIOCESE OF MARQUETTE FINANCIAL TRANSACTION POLICIES

REQUIRING PERMISSION OF THE BISHOP

SECTION I: ACCEPTANCE OF GIFTS AND BEQUESTS The acceptance of some kinds of gifts could entail financial risk or legal requirements. Therefore, the permission of the Bishop is required for a parish, school, retreat center, or other diocesan entity to accept the following gifts:

Accounts receivable (gifts of loans, notes, mortgages, etc.) Artifacts Charitable gift annuities Closely-held and S corporation stock Gifts naming multiple beneficiaries Gifts of intellectual property, mineral reserves, precious metals, and other types

of assets carrying their own challenges Gifts whose structure fall outside the ordinary purposes and procedures of the

parish, school, retreat center or other diocesan entity Life insurance policies requiring future premium payments by the diocese, parish,

school, retreat center or other diocesan entity. Real property Tangible personal property that is not readily marketable

To request the Bishop’s permission to accept a gift, write a letter to the Bishop that includes the information requested on the sample letters. See Appendix A for Sample Letter Requesting Permission to Accept a Gift

See Appendix B for Sample Letters Acknowledging Non-Cash and Cash Gifts

See Appendix C for a Sample Gift Agreement Letter

SECTION II: CAPITAL CAMPAIGNS

Definition: A Capital Campaign is a fund raising effort for a specific purpose after a proven need has been determined such as a building expansion, renovation project, or establishment of an endowment fund. Capital Campaigns involve a long-term commitment with pledges paid to the parish, school, retreat center or other diocesan entity over an extended time period. The length of a Capital Campaign and its redemption period must be approved by the Bishop.

1. Parishes, schools, retreat centers, or other diocesan entities wishing to conduct a capital campaign must submit an on-line request to the Bishop.

2. Capital Campaigns must have the written approval of the Bishop.

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3. Income collected for an approved Capital Campaign is excluded from the Assessable Receipts of the parish.

4. Income collected from parish building fund envelopes in conjunction with an approved Capital Campaign is excluded from Assessable Receipts up until the campaign end date that is specified in the approval letter from the Bishop. After that time, building fund envelopes may be used, but revert to Assessable Receipts.

The Development Office of the diocese provides parishes, schools, retreat centers, and other diocesan entities with resources and guidance needed to conduct Offertory programs and small to mid-size capital campaigns. Working with the pastor/pastoral coordinator/administrator, the Development Office can help determine minimum financial goals, develop a campaign timetable, and review campaign materials. Parishes, schools, retreat centers, and other diocesan entities are encouraged to contract with a professional company for some mid-size campaigns and all large-scale fundraising efforts.

Money donated through Capital Campaigns conducted for a specific purpose should be considered restricted funds only if supporting documentation is provided. Acceptable documentation includes printed brochures prepared for the specific campaign and printed collection envelopes that clearly state the purpose of the campaign and the name and address of the donor. The parish, school, retreat center or other diocesan entity should maintain a detailed record of the amount raised from each donor. Capital campaigns generally have a payment schedule of three to five years. Reminder statements should be sent to donor’s according to their specific requests; i.e., monthly, quarterly or annually.

Please refer to the parish, school, retreat center or other diocesan Accounting Manual for instruction on recording the above in the parish, school, retreat center or other diocesan entity accounting records.

To request the Bishop’s permission to conduct a Capital Campaign click the link here to submit the initial electronic request form.

SECTION III: CONSTRUCTION/REPAIR/RENOVATION OR IMPROVEMENT OF PARISH/SCHOOL/RETREAT CENTER OR

OTHER DIOCESAN ENTITY PROPERTY

The Diocesan Building Commission provides services to parishes, schools, retreat centers and other diocesan entities for construction, repairs and improvements to church property. The Commission’s goal is to ensure that all building projects follow sound construction industry practices and projects are performed by reputable contractors that have proper insurance coverage. The Commission’s ultimate responsibility is to make recommendations to the Bishop regarding projects submitted to them for review. To ensure that the above goals can be accomplished, parishes, schools, retreat centers and other diocesan institutions are to adhere to the policies below.

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III – A: GENERAL POLICIES FOR ALL CONSTRUCTION/REPAIR/RENOVATION OR IMPROVEMENT PROJECTS

1. Pastors/Pastoral Coordinators/Administrators may not undertake any building or

renovation projects until serving in their respective parish, school, retreat center or other diocesan entity for at least one year; the Bishop must approve any exceptions.

2. The Pastor/Pastoral Coordinator/Administrator of a parish, school, retreat center or other diocesan entity must consult with the parish or school finance council. Institution administrators must consult and have approval of a governing board.

3. Final permission for all projects listed below must be obtained from the Bishop (before the start of the project).

a) All projects over $20,000 b) Any project specifically involving construction, repair and/or renovation of the

worship space which includes but is not limited to the sanctuary 4. At least 75% of the project cost (cash on hand and pledges, or other liquid assets)

must be on hand at the commencement of the project. 5. A Hold Harmless Agreement(s) (regardless of the size of the project) must be signed

by the contractor(s) and liability limits appropriate to the size of the project must be proven. These must be submitted to the diocesan office prior to the commencement of the project.

6. A Certificate(s) of Insurance with the appropriate insurance limits naming both the Diocese of Marquette and the parish, school, retreat center, or other diocesan entity as additional insured must be submitted to the diocesan office prior to the commencement of the project.

7. Definite steps should be taken to educate the entire parish, school, retreat center, or other diocesan entity membership about the proposed building or renovation. Under no circumstances should a Pastor/Pastoral Coordinator/Administrator or institution authority proceed without efforts to help persons of the parish, school, retreat center, or other diocesan entity understand the reasons for what is being proposed. Broad parish, school, retreat center, or other diocesan entity support is essential for a successful building or renovation project.

8. The parish (institution) as a whole or through committee, should have some part in decisions made about the project.

9. Minutes of the meetings of the parish pastoral council and finance council indicating their consensus to proceed with the project are to be submitted along with the request for the Bishop’s permission.

10. See information below for specific procedures involving these types of projects. a) Worship Space Projects b) Project expenditures over $20,000 c) Project expenditures up to $20,000

To request the Bishop’s permission to conduct a Construction/Repair/Renovation/ or Improvement Project click the link here to submit the initial electronic request form.

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III – B: PROCEDURES FOR PROJECTS INVOLVING THE WORSHIP SPACE “… the liturgy is the summit toward which the activity of the Church is directed; at the same time it is the font from which all the Church’s power flows. (Second Vatican Council, Constitution on the Sacred Liturgy, Article 10) Mass and the other sacraments are central to the practice of the faith in the Catholic Church. For this reason, the building of churches and other places where Mass and the sacraments are celebrated, along with places of private devotion, should always be done with great care. When a parish, school, retreat center, or other diocesan entity begins planning to build or renovate its place of liturgical celebration or a place of private devotion, it must first contact the Office of Divine Worship (regardless of the amount of expenditure). A liturgical consultation will be initiated by completing the on-line request form for projects. It must occur well before plans are submitted to the Diocesan Building Commission. Requests for review of the Diocesan Building Commission will not be considered until the consultation has occurred and plans are revised to reflect the recommendations of the Office of Divine Worship. Where possible building or renovation plans must include making the liturgical space accessible to persons with disabilities. Main provisions of the Americans with Disabilities Act should be incorporated insofar as possible, even though churches are legally exempt. Final permission for all projects must be obtained from the Bishop. The procedure is as follows:

1. Contact the Diocesan Director of the Office of Divine Worship to arrange for a site visit with the Pastor/Pastoral Coordinator/Administrator, institution authority and/or other leadership groups. At the discretion of the Diocesan Director of the Office of Divine Worship, some small projects may be handled by telephone or email once floor plans, photos, etc., have been studied.

2. The Diocesan Director of the Office of Divine Worship (after visiting the site, if necessary) will make written recommendations to the Pastor/Pastoral Coordinator/ or institution authority.

3. The contractor(s) must be reputable (licensed for projects over $20,000). A copy of the contractor’s license (if the project is over $20,000) must be submitted to the diocesan office, prior to the commencement of the project Each building contractor should possess an appropriate (e.g. electrical, plumbing, residential) license as it indicates some level of competence.

4. A Performance Bond (Labor and Material Payment Bond) should be considered for any project in the $50,000 - $100,000 range and is absolutely required for projects over $100,000. As a general rule, bid bonds are required on all projects over $100,000, performance bonds required as an added item on the bid form for projects $100,000 to $500,000 and mandatory and included in the bids for projects that exceed $500,000.

5. Obtain all required state and local code permits.

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6. As a general rule, when a project involves a building permit and/or architectural or engineering judgment, plans and specifications prepared by an architect or engineer will be required with accompanying contract administration.

7. Once the plans are complete, the entire project must submitted on-line to the Bishop. 8. The following should accompany the on-line request for permission for the project:

a) State the nature of the project. b) Indicate parish, school, retreat center or other diocesan finance council

consultation and meeting date. Attach copies of the minutes showing consensus for the project finance council.

c) Indicate estimated cost of the project and how the institution will pay for project (checking, savings, borrowing, pledge drive, etc.) Attach copies of the most recent financial statements for the institution.

d) Include plans and specifications which outline the scope of the project and specifics of the construction. Include floor plans, photos and dimensions of the facility, if appropriate. (In some cases, the preparation of the plan and specification by a professional engineer/architect will be required.)

e) A copy of all bids (a minimum of two bids is required). If a specific bid is preferred over another, please indicate which is the preferred bid and why.

f) A copy of the Diocesan Director of the Office of Divine Worship’s recommendations.

g) Documentation of permission to conduct a Capital Campaign (if previously approved, otherwise see Section II to obtain this permission).

9. Upon receipt of the above materials, the project will be reviewed by the Director of Administration & Finance and the Diocesan Building Commission. If necessary, the institution may be consulted to provide clarification.

10. Once completed the project will be submitted to the Bishop for review. 11. Bishop’s permission or denial of permission, along with any additional requirements,

will be sent to the institution by the Bishop.

To request the Bishop’s permission to conduct a Construction/Repair/Renovation/ or Improvement Project click the link here to submit the initial electronic request form. III - C: PROCEDURES FOR PROJECTS OVER $20,000 (NOT INVOLVING THE

WORSHIP SPACE) 1. Projects over $20,000 must have permission from the Bishop. 2. A minimum of two bids must be obtained for projects exceeding $20,000 in value.

The low bidder will be used unless the Bishop or Building Committee finds reason to reject the bid.

3. The contractor(s) must be reputable (licensed for projects over $20,000). A copy of the contractor’s license (if the project is over $20,000) must be submitted to the diocesan office, prior to the commencement of the project. Each building contractor should possess an appropriate (e.g. electrical, plumbing, residential) license as it indicates some level of competence.

4. A Performance Bond (Labor and Material Payment Bond) should be considered for any project in the $50,000 - $100,000 range and is absolutely required for projects over $100,000. As a general rule, bid bonds are required on all projects over $100,000, performance bonds required as an added item on the bid form for projects $100,000 to $500,000 and mandatory and included in the bids for projects that exceed $500,000.

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5. Obtain all required state and local code permits. 6. When a project involves a building permit and/or architectural or engineering

judgment, the general rule is, plans and specifications prepared by an architect or engineer will be required with accompanying contract administration.

7. The following should accompany the request for permission for the project. a) Submit the on-line form to the Bishop. b) State the nature of the project. c) Indicate parish, school, retreat center or other diocesan finance council

consultation and meeting date (attach copies of the minutes showing consensus for the project finance council).

d) Indicate estimated cost of the project and how the institution will pay for project (checking, savings, borrowing, pledge drive, etc.) (Attach copies of the most recent financial statements for the institution).

e) Include plans and specifications which outline the scope of the project and specifics of the construction. Include floor plans, photos and dimensions of the facility, if appropriate. (In some cases these will be required to be prepared by a professional engineer/architect)

f) A copy of all bids (a minimum of two bids is required). If a specific bid is preferred over another, please indicate which is the preferred bid and why.

g) Documentation of permission to conduct a Capital Campaign (if previously approved, otherwise see Section II to obtain this permission).

8. Upon receipt of the above materials, the project will be reviewed by the Director of Administration & Finance, and the Diocesan Building Commission. If necessary, the institution may be consulted to provide clarification.

9. Once this review is completed the project will be submitted to the Bishop for approval.

10. Bishop’s permission or denial of permission, along with any additional requirements, will be sent to the institution by the Office of the Bishop.

11. Allow at least one (1) month for the above process.

To request the Bishop’s permission to conduct a Construction/Repair/Renovation/ or Improvement Project click the link here to submit the initial electronic request form. III - D: PROCEDURES FOR PROJECTS UP TO $20,000 (NOT INVOLVING THE

WORSHIP SPACE) 1. Projects up to $20,000 do not need permission form the Bishop; however, the

diocesan staff and diocesan building commission are available to assist parishes, schools, retreat center, or other diocesan entity on any size project.

2. A minimum of two bids should be obtained for all projects. 3. Each building contractor should possess an appropriate (e.g. electrical, plumbing,

residential) license as it indicates some level of competence. 4. Obtain all required state and local code permits. 5. When a project involves a building permit and/or architectural or engineering

judgment, the general rule is, plans and specifications prepared by an architect or engineer will be required with accompanying contract administration.

To request the assistance from the diocesan staff or diocesan building commission, click here to submit the initial electronic request form.

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SECTION IV: ENDOWMENT FUNDS AND TRUSTS (AUTONOMOUS AND NON-AUTONOMOUS PIOUS FOUNDATIONS)

The following policy will set forth the definitions and principles to be used in the Diocese of Marquette for the establishment of these two entities under the provisions of Canon Law. Model agreements will also be provided as an aid to those wishing to establish them.

Definitions and principles to be followed. Endowments An endowment is a financial asset, in the form of a donation made to a non-profit group, institution or individual consisting of investment funds, or other property. Typically, an endowment is structured to keep the corpus intact, in perpetuity, while using the investment income to support an organization or cause. Endowments usually have stipulations as to how the funds are to be used.

The Bishop’s permission is required to establish an endowment. The necessary governing documents will be drafted in accordance with the granting of permission by the Bishop.

Trusts as non-autonomous pious foundations. A non-autonomous pious foundation in Canon Law is essentially equivalent to the concept of a “trust” in civil law. Non-autonomous pious foundations are temporal goods given in any way to a public juridical person (such as a parish, school, retreat center or other diocesan entity) and carrying with them a long-term obligation, such period to be determined by particular law. The obligation is for the juridical person, from the annual income, to fulfill in some way the purposes of works of piety, the apostolate or charity. Examples of such a foundation would include scholarship funds entrusted to a parish or school to administer, memorial Mass funds administered by a parish, and dispositions of a will given to a parish to see that Masses are offered for a particular intention. The relevant Canon Law governing non-autonomous pious foundations can be found in Book V of the Code of Canon Law (1983), “The Temporal Goods of the Church”. There is virtually no difference from a trust in civil law in regards to the overall operation and function of a “trust” fund when organized as a non-autonomous pious foundation. In such case, it is the administration of the public juridical person to whom the fund is entrusted (e.g. a parish) that is responsible for administering the fund. In a parish, this usually would be the pastor and the finance council who serve as a board of directors of the foundation. The Bishop’s permission is required to establish a trust, any and all “trust” funds that are associated with Church institutions in the Diocese of Marquette are to be established as non-autonomous pious foundations under the provisions of Canon Law. To request the Bishop’s permission to establish an Endowment Fund or Trust click the link here to submit the initial electronic request form.

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SECTION V: ESTABLISHMENT OF MICHIGAN CATHOLIC CONFERENCE (MCC) UNITS

Any establishment of a new unit through the Michigan Catholic Conference (MCC) must have permission of the Bishop. Each parish, school, retreat center and diocesan entity has their own unique MCC Unit Number. On rare occasions it may be desirable to establish a separate MCC unit number for a specific or special group (e.g. combined faith formation groupings). To request the Bishop’s permission to establish a Michigan Catholic Conference (MCC) unit number click the link here to submit the initial electronic request form.

SECTION VI: LOANS OR LINES OF CREDIT IN ANY AMOUNT All lending institution loans or lines of credit must be approved by the Bishop and the loan documents must be executed by the Bishop or his representative. The appropriate legal title to be used on all documents is: Most Reverend (Name of Bishop), Roman Catholic Bishop of the Diocese of Marquette. To request the Bishop’s permission to obtain a Loan or Line of Credit click the link here to submit the initial electronic request form.

SECTION VII: SALE, LEASE OR ACQUISITION OF CHURCH PROPERTY

VII - A: GENERAL POLICIES FOR SALE LEASE OR ACQUISITION OF CHURCH

PROPERTY All procedures are coordinated through the Department of Administration and Finance. The Diocese of Marquette is organized as a Corporation Sole under Michigan law; therefore legal title to all Church property resides with the Bishop of Marquette. All real estate sales, acquisitions, leases or rental agreements must be executed by the Bishop or his representative. The appropriate legal title to be used on all documents is: Most Reverend (Name of Bishop), Roman Catholic Bishop of the Diocese of Marquette. Expenses Related to Property Transactions The diocesan entity is responsible for paying for certain expenses incurred in any property exchange. These expenses may include but not limited to: attorney fees, title insurance, realtor commissions, recording fees, transfer taxes, etc.

VII - B: SALE OF PROPERTY Diocesan entities should contact or write to the Bishop to seek permission prior to the sale of all property. Any alienation of Church property with an assessed value of over $25,000 or over

10% of the prior year’s ordinary income, requires the Bishop to obtain the consent of the Diocesan Finance Council and Diocesan College of Consultors (c. 1292)

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Any alienation of property with an assessed value of $3,500,000 or higher, requires permission from Rome

The following information is to be provided: Reason for the sale of the property Legal description of the property Price of property and anticipated terms Current and past uses of the property, if known Minutes of the meetings of the parish, school, retreat center or diocesan entity

pastoral council and finance council indicating their consensus to proceed with the project are to be submitted along with the request for the Bishop’s permission

A written appraisal from a licensed appraiser for any property valued over $25,000

Once the Bishop has given permission for the sale and a buyer is found, the following will be necessary: A Purchase Agreement is to be prepared. The agreement must be reviewed by the diocesan attorney prior to execution. If satisfactory, the Bishop’s signature will be obtained and the Purchase Agreement sent to the parish, school, retreat center or diocesan entity for other signatures. If the property is sold through a realtor, an Offer to Purchase is obtained from the prospective purchaser and sent to the diocese for acceptance and signature. Once the Purchase Agreement or Offer to Purchase contingencies have been complied with, the following documents are prepared for closing:

Deed Title documents (updated Abstract of Title or Title Insurance Policy) Closing Statements Other transfer documents

All closing documents are to be forwarded to the Diocesan Department of Administration and Finance for review by the Bishop and diocesan attorney prior to signing. If needed a diocesan representative may be present for the closing. Fully executed copies of all closing documents are to be provided to the diocese.

The Bishop must obtain the consent of the Diocesan Finance Council and College of Consultors to grant his permission for the sale.

To request the Bishop’s permission to sell property click the link here to submit the initial electronic request form. VII - C: LEASES All new and renewal of leases must be approved by the Bishop or his designate. To request the Bishop’s permission to enter into a Lease Agreement click the link here to submit the initial electronic request form.

VII - D: ACQUISITION (PURCHASE) OF PROPERTY

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Diocesan entities complete the on-line form to seek permission prior to the purchase of property. The following information is to be provided:

Reasons for purchase and future use Minutes of the meetings of the parish, school, retreat center, or diocesan entity

pastoral council and finance council indicating their consensus to proceed with the project are to be submitted along with the request for the Bishop’s permission

Legal description of the property Price of property and anticipated terms Current and past uses of the property, if known Explanation of how the purchase will be financed A written appraisal from a licensed appraiser for any property valued over $25,000 An Environmental Assessment, if deemed necessary. (An engineering firm licensed

to do environmental reviews should be hired for the assessment)

Once the plan to purchase is approved by the Bishop, the parish, school, retreat center, or diocesan entity should proceed, as follows:

1. A Purchase Agreement is to be prepared and submitted to the Department of Administration and Finance for review by the bishop and diocesan attorney prior to signature by the bishop. After signature, the Purchase Agreement is returned to the parish, school, retreat center or other diocesan entity for delivery to the seller.

2. All closing documents are to be forwarded to the Department of Administration and Finance and will be reviewed by the diocesan attorney. Fully executed copies of all closing documents are to be provided to the diocese.

To request the Bishop’s permission to Acquire Property click the link here to submit the initial electronic request form.

SECTION VIII: TRANSACTIONS THAT ENTAIL SIGNIFICANT FINANCIAL RISK

Transactions that entail significant financial risk are as follows: 1. Any transaction in which the total debt incurred would be at or above 100% of

the Parish’s Annual Assessable Receipts, or the School’s Annual Tuition Revenue, or the other diocesan entities ordinary annual income.

2. Any project involving a question in which the Bishop determines needs the fuller discussion of the Diocesan Finance Council and Diocesan College of Consultors.

The Bishop must obtain the consent of the Diocesan Finance Council and College of Consultors to grant his permission for these transactions.

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APPENDIX A SAMPLE – Letter Requesting Permission to Accept Gift (Use official parish, school, retreat center or diocesan entity letterhead) Date The Most Reverend John F. Doerfler Diocese of Marquette 1004 Harbor Hills Drive Marquette, MI 49855 Dear Your Excellency, I am happy to request your permission to accept a gift (see list below of gifts that require Bishop’s permission to accept) at Parish/School/Retreat Center/Diocesan Entity Name. Describe the kind of gift for which permission is sought, such as:

Accounts receivable (gifts of loans, notes, mortgages, etc.) Artifacts Charitable Gift Annuities Closely-held and S corporation stock Gifts Naming Multiple Beneficiaries Gifts of intellectual property, mineral reserves, precious metals, and other types

of assets carrying their own challenges. Gifts whose structure fall outside the ordinary purposes and procedures of the

parish, school, retreat center or other diocesan entity. Life insurance policies requiring future premium payments by the diocese, parish,

school, retreat center or other diocesan entity. Real property Tangible personal property that is not readily marketable

The donation is being made by (name of donor). The donor wishes the funds to be used for (intention of donor).

Sincerely, Name Title

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APPENDIX B All donors should receive an expression of sincere thanks and gratitude and an acknowledgement of the gift in accordance with IRS regulations SAMPLE – Letter Acknowledging Non-cash Gift (Use official parish/school/retreat center/diocesan entity letterhead) Date Donor Name Address City/State/Zip Dear Name, Thank you very much for your donation!

This letter acknowledges receipt of your donation of the following items: (Describe items received; for example, 10 boxes of 9x12 clasp envelopes)

Please keep this acknowledgement for tax purposes. Pursuant to section 170(f) (8) of the Internal Revenue Code, the (name of parish/school/retreat center/diocesan entity) either did not provide any goods or services in whole or partial consideration for this contribution or provided only intangible religious benefits. Sincerely, Name Title

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SAMPLE – Letter Acknowledging Cash Gift All donors should receive an expression of sincere thanks and gratitude and an acknowledgement of the gift in accordance with IRS regulations (Use official parish/school/retreat center/diocesan entity letterhead) Date Name Address City, State Zip Dear Name, Thank you for your generous gift of $(amount of gift) for (parish/school/retreat center/diocesan entity name). Your gift benefits (explanation of how the donation benefits the parish/school/retreat center/diocesan entity.) Please contact me if I can be of assistance. My direct telephone number is phone number and my e-mail is email address. Thank you once again for your support of. (parish/school/retreat center/diocesan entity). Sincerely yours, Name Title

P.S. Pursuant to section 170(f)(8) of the Internal Revenue Code, let it be known that the donee organization either did not provide any goods or services in whole or partial consideration for the above contribution or provided only intangible religious benefits.

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APPENDIX C

If gift is intended for particular purpose for which there is no existing fund, then this letter is applicable.

SAMPLE – Gift Agreement Letter (Use official parish/school/retreat center/diocesan entity letterhead) Date Name Street City, State Zip Dear Name, The following is an agreement and understanding between (name of parish/school/retreat center/diocesan entity) and (donor name). The donor hereby delivers to the parish/school/retreat center/diocesan entity (description of donated property). This donation is to be used to establish the (name of the) Fund. The principal of the gift will be invested in the Diocesan Investment Pool and not be spent. Income generated from the fund can be used to (describe purpose of fund): The diocesan Director of Administration & Finance will be responsible in administering the distribution of the fund in accordance with the donor’s intentions. Executed on: (date) Executed by: NameBishop/pastor/pastoral coordinator/administrator Parish/school/retreat center/diocesan entity Donor ____________________________________ ________________________________ Pastor/Director of Donor Name Name of Parish/school/retreat center/diocesan entity

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BENEFIT & INSURANCE RATE INFORMATION FOR 2016-17 The following information reflects estimated insurance and benefit costs for the fiscal year beginning July 1, 2016 and ending June 30, 2017.

LAY EMPLOYEES

Lay Health Insurance Premiums will increase approximately 6% for parishes and schools. The actual premium amounts will be sent directly to parishes and schools.

Lay Dental Insurance Premiums will increase approximately 4% for parishes and schools. The actual premium amounts will be sent directly to parishes and schools.

Lay Short Term Disability Insurance Annual Premium is currently $0.40 per $10.00 of benefit. No increase is anticipated.

Lay Long Term Disability Insurance Annual Premium is currently $0.44 per $100 of benefit. No increase is anticipated.

Lay Group Life Insurance Premiums is currently $0.26 per $1000 of coverage times 12. Eligible employees are covered at multiples of 1, 1½, and 2 times their gross annual wages. No increase is anticipated.

Lay Unemployment Insurance Premiums is 1.5% times the first $12,000 of annual salary for all employees for calendar year 2016 and 2017. (No change from current year).

Lay Employee Retirement is 8.6% of salaries paid to employees working twenty (20) hours or more per week for five (5) months or more during the year.

Lay Social Security and Medicare Tax is 7.65% (6.2% and 1.45% respectively) of salaries paid for calendar year 2016 and 2017. (No change from current year for employers and employees).

PRIESTS

Priest Salary increase is anticipated to be 2% for 2016-17 and is posted on the diocesan website.

Priest Health Insurance Premiums will increase approximately 6%.

Priest Dental Insurance Premiums will increase approximately 4%.

Priest Short Term Disability Insurance Premium is currently $17/month. No increase is anticipated.

Priest Long Term Disability Insurance Premium is currently $13/month. No increase is anticipated.

Priest Retirement Premium is expected to remain flat.

Priest Auto Insurance Premium is $990 per year and is expected to remain flat.

PLF

Property, Liability and Workers Comp. (PLF) Premiums will increase approximately 4%.

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Overnight La Crosse







$563.00 $399.00 $343.00

Cost per Person:


$313.00

Bishop Doerfler

of Diocese of Marquette

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page 1 of 36 diocesan communicator...diocesan communicator no. 4/2016 corpus christi processions the...

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