Assessment Appeals

2020 Assessment Appeals Process and Guidelines
(Revised June 16, 2020)

Given the impact since March 2020 of the current COVID-19 pandemic on congregational life and finances, the Assessment Appeals Committee anticipates many more congregations than usual may be considering a request for assessment relief in 2020.  To ensure a consistent and transparent process in this unusual year, and to manage the workload of the Committee as it seeks to apportion fairly the finite resources of the Diocese available for relief, the Committee reminds all congregations of the appeal process steps laid out below. These steps are in accordance with the applicable sections in the Diocesan Constitution and Canons and in the Executive Council Bylaws (see the important links below).

Please note there are two steps a congregation needs to take by May 31 to file an appeal. These steps and the referenced Assessment Appeal Guidelines have been approved by Executive Council. If you wish to appeal for assessment relief, please carefully review the Guidelines to determine if your congregation qualifies and meets all requirements and criteria of the Guidelines. If the congregation meets the Guidelines, follow the steps below and submit all required materials to the Assessment Appeals Committee by the deadline of May 31, 2020. (NOTE: Because of the extraordinary situation presented by the pandemic and sheltering-in-place orders, all congregations—both parishes and missions—may apply in 2020 for assessment relief, regardless of what the 2017 Assessment Appeals Guidelines stipulate.)

Steps to appeal your assessment:

  1. If your congregation plans to appeal your assessment, you must file a written notice of appeal, including the amount for which you seek relief, with the Diocesan Chief Financial Officer (CFO), Tom Ferguson, by May 31. Emailing the written notice is sufficient and satisfactory. Tom’s email address is tomf@diocal.org. Also email/cc your written notice to Assessment Appeals Committee Chair, the Rev. Debra Low-Skinner, at RevDeb95008@gmail.com and to the Canon to the Ordinary, the Rev. Canon Abbott Bailey, at abbottb@diocal.org by the May 31 deadline.
  2. Submit your appeals application by May 31, with the following items in support of your appeal:
  • The completed 2020 Application for Assessment Relief (found in the important link below)
  • A written statement/cover letter explaining the reasons for your appeal and providing the dollar amount of relief you are requesting. The statement must demonstrate how the assessment appeals guidelines are met and give detailed responses to items 1-5 of the “Criteria” section of the Guidelines. The letter should also describe how the relief funds will be spent and whether or not the congregation has received any Diocesan financial support within the past two years.
  • Parochial reports for 2018 and 2019.
  • Parish Annual Reports for 2018 and 2019.
  • Complete year-end financial statements, including statements of all fund/account balances.
  • Projected 2020 budget and actuals to date.
  • Vestry-approved Application for Assessment Relief. 

The deadline for completed applications is May 31, 2020. The Assessment Appeals Committee will consider requests for deadline extensions if reasons for the delays are given. Any congregation that is granted an extension must submit all materials no later than June 30, 2020.

Once materials from all appealing congregations have been received, the Assessment Appeals Committee may set a date to meet in person or via teleconference with congregational representatives. The Committee will then make recommendations in the fall to the Executive Council, which has the authority to make decisions on assessment relief.

(NOTE: The assessment relief, if granted, will be in the form of a credit on the congregation’s assessment payment statement.)

Please contact the Rev. Debra Low-Skinner or Mr. Tom Ferguson with any questions about the assessment appeals process or guidelines. If you want to apply for assessment relief, but don’t think your congregation meets the guidelines, the Assessment Appeals Committee encourages you to contact the Director of Mission Development, the Rev. Eric Metoyer at ericm@diocal.org, or the Canon to the Ordinary, the Rev. Canon Abbott Bailey at abbottb@diocal.org, to assist you in determining if an application is appropriate. The process is open to all parishes and missions, regardless of size. The guidelines are firm and will be applied equally to all congregations.

This information, including Assessment Appeals Guidelines as approved by Executive Council and Application for Assessment Relief, can be found on the DioCal website, diocal.org, under “Resources” then “Finance and Operations” then “Assessment Appeals". These are also found in the important links below. In addition, there is an important link for the applicable Diocesan Constitution & Canons sections which describe the Assessment Appeals process (Section 18.03) and the Assessment Appeals Committee required actions (Section 18.04).
 

Important Links

Contact Information

Tom Ferguson
Chief Financial Officer
Diocese of California
Email: tomf@diocal.org

The Rev. Canon Abbott Bailey
Canon to the Ordinary
Diocese of California
Email: abbottb@diocal.org

The Rev. Debra Low-Skinner
Assessment Appeals Committee Chair
Christ Episcopal Church Sei Ko Kai, San Francisco
Email: Revdeb95008@gmail.com