1. Parish Annual Financial Report and Parish Annual Administrative Report For the Year Ended June 30, 2017

2. Why we are moving in this direction?
Break up workload for parishes
Ease of sending in reports
Streamline data retention
Minimize costs to parishes

3. Content on the PAFR/PAAR 2017
Parish Bulletin information
Parish Staff Information
Parish Ministry Information
Parish Sacramental Records
Parish Faith Formation Records
Parish Safe Environment Verification
Parish Demographic Information
Parish Stewardship/Offertory Renewal/Electronic Giving Information
Parish Loss Prevention Verification
Pastor/Pastoral Coordinator Signature
PAFR
Parish Envelope Holder/Parishioner Information
Parish Budgets
Parish Financial Statement Verifications
Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement
Parish Finance Council Signature
Pastor/Pastoral Coordinator Signature

4. Where to find the forms? Communicator Email Reminders Diocesan Website
Administration  Forms  Parish Annual Reports  PAFR/PAAR

5. Deadlines for Form Completion
The Parish Annual Financial Report will be due to the Diocese by July 31st, as usual
The Parish Annual Administrative Report will be due to the Diocese by August 31st, 2017

6. PAFR & PAAR Process for 2017 (5) Print form (Optional) and Submit
(1) Bookkeepers click on the PAFR/PAAR form link
Fill out the initial information (parish/ /number of parishes)
(2) Receive unique Parish URL(s) and begin filling out the form
(3) Attach additional information (if required)
(4) Review Report with Pastor (and Finance Council President for PAFR)
(5) Print form (Optional) and Submit
The Diocesan Office will then:
Review the report
Call/ if there are any questions on the form
Bishop John will review & sign the form
An original copy will be returned to the parish

7. Step 1: Find the form link
Select the form linked in your , on the Diocesan Website, or in the Communicator
Fill in your address and the number of parish/missions you need to submit forms for

8. Step 2: Find your unique parish URL(s) & Save
Once Bookkeepers have entered and submitted the PAFR/PAAR Entry Form, they will receive an automatic containing individual links to edit their forms. These URLs are unique and allow Bookkeepers to return to and edit their parish data by selecting the “Save/Next” button at the end of each page.

9. Step 3: Attach Additional Information (If required)
Attach your Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement reports to JotForm.
PDS
Separately run the Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement reports on PDS FYE June 30, 2017.
Click on Print
Click on print to file
Save the file as a PDF file with the Parish Name, Parish City, and date where you can find it on your computer.
PAFR JotForm (To attach the Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement reports to the PAFR JotForm.
SFP/BS- Click on Browse and select the correct balance sheet you just saved from PDS.
SRE/IS - Click on Browse and select the correct income statement you just saved from PDS.

10. Step 4: Review Report with Pastor (and Finance Council President for PAFR)
Once all information is complete on your form, it’s time to have your Pastor/Pastoral coordinator (and Parish Finance Council President for PAFR) sign your form electronically.
Simply your parish report link to your pastor/parish finance council president when you are ready for a final review, and have him click the “Save/Next” button on the form after including/attaching his signature.
In the rare case that you are unable to sign/attach a signature to the form directly, please your PAFR hard copy signature page to Irene McCauley at or PAAR signature page to Cassie LaTourneau at

11. Step 5: Submit your PAFR/PAAR form
Be sure to review all information, attachments, and signatures to ensure accuracy
Print page (optional) for parish records
Click the “Submit” button

12. PAFR/PAAR 2017 Tips and Tricks
Questions?
Print out a blank copy of the form to get an idea of what you may need.
Plan to begin working on the form at least two weeks before deadline—you may need to verify and correct information with other parish staff.
Notify your Pastor/Parish Finance Council President that you will need a review and signature prior to your deadline.
Click the “Save/Next” button on your form frequently to ensure successful saves.
If you’re having problems submitting the form, try exiting your browser and trying again at a different time of day; there may be other bookkeepers attempting to submit the form as well.
Firefox and Chrome work best for filling out this form.
Contact:
Irene McCauley (PAFR Support)
Cassie LaTourneau (PAAR Support)