PEC GUIDELINES - Diocese of Marbel

Diocesan Guidelines on the PEC

WELCOME TO THE DIOCESE OF MARBEL WEBSITE!
 

 THE PARISH ECONOMIC COUNCIL (PEC)

 

       ARTICLE I. GENERAL NORMS 

  1. Every parish should have a PEC in accordance with the provisions of canon law (c. 537). This council shall be governed by universal law and by the norms laid down by the Bishop of the Diocese (DPA-I, 4.2.2)
     
  1. The PEC is under the guidance and supervision of the parish priest who presides in all meetings. The parish priest however may delegate the presidency of the PEC to the lay president of the council while he also be in attendance.
     
  1. The Parish Priest should involve the PEC in planning and decision-making processes, also in the implementation, monitoring and evaluation of council decisions. Likewise, he should consult the PEC on certain matters where such consultations are needed and appropriate.
     
  1. PEC decisions shall be consistent with and not go against faith and morals, church laws and discipline, liturgical instructions and prescriptions, nor against diocesan thrust, programs, policies, guidelines, norms, decrees and statutes.
     
  1. PEC members should practice participative style in decision-making. PEC decisions should always be group decisions. Any change in decision should likewise pass through the body for revision and approval.
     
  1. For validity, all PEC decisions should carry the support and approval of the parish priest.

 
 

ARTICLE II. NATURE AND FUNCTIONS 

Section 1. Nature 

The PEC is a consultative body and, together with the PPC, shall serve as structure for the participation of the laity in the administration and pastoral affairs of the parish. 

Section 2. Functions 

  1. In general, the main function of the PEC is to help the parish priest in the administration of the temporal goods of the parish. Such temporal goods include money, buildings, lands, vehicles, equipment, and other properties (in the church, convento, seminar house, etc.) belonging to or under the care of the parish.
     
  1. In particular, the PEC Is:

§  To offer sound advice to the parish priest regarding temporal matters

§  To plan with him regarding proper care and custody of parish finances and properties,

§  To assist him in hiring, compensation and/or termination of parish employees.

 

ARTICLE III. PEC CONCERNS 

Section 1. The concerns of the PEC are the following:

1)    To supervise and raise funds for the parish

2)    To facilitate proper accounting of parish funds

3)    To provide allocations for ministries, programs and personnel

4)    To set up a parish annual budget

5)    To prepare and publish parish financial reports

6)    To make an updated inventory of parish properties

7)    To set-up a project development plan

8)    To initiate a workable tithing/pledge system, and

9)    To establish a standard financial system and procedure for the parish.   

Section 2. FUND RAISING

·         To formulate plans/strategies in order to generate funds for the general administration, projects and programs of the parish.

·         To supervise/coordinate fund raising and other fundraising activities by other groups in the parish. 

Section 3. GUIDELINES FOR FUND RAISING ACTIVITIES OF THE PEC: 

1.    Fund raising should be limited as much as possible to the confines of the parish.

2.    Only appropriate and approved strategies and activities are allowed.

3.    Inappropriate activities are prohibited. Such activities are the following:

§  Adding some amount to the current Diocesan List of Fees.

§  Using the sacraments to accumulate funds, v.g. second collections on Sundays

§  Asking and accepting donations from political candidates during election time.

§  Asking and accepting donations from dubious sources (gambling, drug trafficking, etc.).

§  Asking and accepting donations from government offices and agencies.

§  Sponsoring activities such as:

1)    Gambling in any form (sabong, jueteng, lotto, last two, mahjong, card games, etc. 

2)    Or those having the semblance of gambling (manipulated raffle draws, bingo, etc.)

3)    Or those that are anti-life and portray violence (boxing, wrestling, horse fight, etc.)

4)    Or those that degrade the dignity of the human person (Miss Gay contest, etc.) 

Section 4. ACCOUNTING:

·         To facilitate proper accounting and custody of parish funds (recording, reporting)

·         To insure that Diocesan Policies are strictly observed (receiving, recording, disbursements, etc.). 

      Section 5. MINISTRY ALLOCATIONS

·         To help provide financial support for parish ministries, programs and personnel.

·         To allocate some amount for their pastoral needs. 

Section 6. ANNUAL BUDGET

·         To facilitate the preparation of the parish annual budget.

·         To establish a guide for the financial operation of the parish for the year.  

Section 7. MONTHLY FINANCIAL REPORT

·         To prepare such report every end of the month on income and expenses for the month.

·         To publish such report for the information of parishioners. 

Section 8. ANNUAL FINANCIAL REPORT

§  To prepare such report every end of the year on total income and expenses for the year.

§  To publish such report for the information of parishioners. 

Section 9. ANNUAL BALANCE SHEET

§  To prepare such report every end of the year on total assets, net worth and liabilities of the parish.

§  To publish such report for the information of the parishioners. 

Section 10. INVENTORY

§  To prepare an updated list every end of the year of all parish properties.

§  To establish the total cost of such properties for use in the Balance Sheet.

§  To act as property custodian of parish properties. 

Section 11. PEC 5-YEAR DEVELOPMENT PLAN

§  To set-up a list of projects within the next 5 years for the parish.

§  To establish a guide for projects to be implemented every year. 

Section 12. TITHING/PLEDGE SYSTEM

§  To initiate implementation of such plan for the parish.

§  To improve such plan every year. 

Section 13. FINANCIAL SYSTEM

§  To establish a standard accounting procedure for the parish office.

§  To establish a standard accounting procedure for PEC funds.

§  To establish a standard accounting procedure for GKK funds. 
 

ARTICLE III. PEC MEMBERSHIP 

Section 1. PEC Members are selected and appointed by the Parish Priest at large. 

Section 2. Basis of selection are competence, commitment and trust.

Section 3. Term of office of members is two years. 

Section 4. Number of members may vary from 5 to 15. 

Section 5. For better coordination, the PPC President shall be an ex-officio member of the PEC. 

Section 6. Causes for cessation of membership are: death, resignation, or habitual absence from meetings
 

ARTICLE IV. PEC OFFICERS 

Section 1. Every PEC has 5 officers: President, Vice President, Secretary, Treasurer, and Auditor. 

Section 2. The officers are elected from among the list of PEC members by the members themselves. 

Section 3. Election of officers is done every 2 years preferably in November or December. Those elected shall assume office on the first day of January immediately following their election. 

Section 4. Officers shall hold office for a term of two years. Any officer may be re-elected but not for more than 3 consecutive terms. 

Section 5. The duties and functions of PEC officers are those that are prescribed in accordance with their office. In particular such duties and functions are the following: 

1.    President - Calls and presides over PEC meetings

2.    Vice-President - Works in close collaboration with the President and takes his place in the absence or incapacity of the latter.

3.    Secretary - Keeps records and minutes of PEC meetings and sends notices of meetings to members.

4.    Treasurer - Receives and safeguards the funds of the PEC. Keeps an accurate and up-to-date record of receipts and disbursements. Disburses funds according to established guidelines and policies. Submits financial statement to the PEC during meetings.

5.    Auditor - Audits all financial transactions of the PEC according to established accounting principles and procedures. Helps the Treasurer prepare the Monthly Report and the Annual Financial Reports. 

Section 6. Vacancy in the office of President shall be filled in by the Vice President. Any other vacancy in any position shall be filled in by the PEC until the next PEC election.
 

ARTICLE V. PEC COMMITTEES 

Section 1. Standing Committee 

  1. The PEC Standing Committees are the following:
  • Audit
  • Finance
  • Special Projects
  • Land and Building
  • Inventory

2.    Other committees may be established as the need arises. 

Section 2. Committee on Audit 

  1. Composition is from 3 to 5 members.
  2. Task: To do regular check-up and inspection of parish financial records and transactions in order to find out if the following procedures are being observed:

§  All income are receipted (mass collections, stole fees, donations, diocesan collections, mass intentions, etc.)

§  Receipts used have correct entries and are in proper sequence.

§  Recording is based on official receipts and also in proper sequence.

§  All expenses have vouchers and approved by the priest.

§  All expenses have supporting papers or documents.

  1. At the end of each month, the Committee will check if the following items have been duly reported and recorded:

§  All income for the month and all expenses for the month are in.

§  All Diocesan remittances have been paid and remitted:

a.    10% of stole fees (based on 100%)

b.    Seminary share from Baptisms

c.    Commitment for the 3 Diocesan Commissions, PWP, CWP, Sabbatical Leave

d.    Diocesan Collections, etc.

  1. Following the principle of transparency and participation, all parish financial records shall be made available to the Committee on Audit.

Section 3. Committee on Finance

 
  1. Composition is from 5 to 10 members.
  2. Tasks:

§  To look for funding for the Parish and PEC projects in accordance with diocesan policies.

§  To set up a good system for recording and reporting of Parish and PEC finances.

  1. Every month the Committee will report to the PEC the following:

§  Parish Monthly Financial Report (Parish General Fund)

§  PEC Monthly Financial Report  (PEC Fund)

  1. Every end of the year, the Committee will present to the PEC the following:

§  Parish Annual Financial Report

§  Parish Annual Balance Sheet

§  Parish Annual Budget

§  Parish Annual Allocation for Ministries and Programs 

Section 4. Committee on Special Projects
 
  1. Composition is from 5 to 10 members.
  2. Tasks:

§  To plan and take charge of new projects for the parish.

§  To supervise and implement such plan in coordination with the Committee on Finance.

  1. Every end of the year the Committee will present to the PEC the following:

§  Proposed 5-year Development Plan

§  Corresponding cost estimate for each project

§  Sourcing or how the money would be raised.

§  Schedule of work (timetable). 

Section 5. Guidelines on PEC Projects
 
  1. Any project costing from P50,000-P200,000 and which involve building constructions, renovations, repairs and the like, should first be presented to the Bishop before being implemented.
     
  2. Once a project plan has been approved, no major alteration on the original plan shall be allowed without the Bishop’s approval
     
  1. Any project amounting to more than P200,000 should first be presented to the Presbyterium before being implemented.
     
  2. Proposed projects that are presented to the Presbyterium should be accompanied by the following information:

§  Sketch Plan (simple or formal)

§  Cost estimate (summary of cost of materials, labor, etc.)

§  Sourcing of funds (where the money would come from)

§  Mode of getting funds (how the money would be raised)

§  Work schedule (time-frame of work to be done). 

Section 6. Committee on Land and Building
 
  1. Composition is from 5 to 10 members
  2. Tasks:

§  To assess status of all parish and GKK chapel lands (whether purchased, donated, borrowed, or squatted)

§  To facilitate titling of such lands (in the name of the Diocese of Marbel, Inc. represented by Bishop Dinualdo D. Gutierrez, D.D., Bishop of Marbel)

§  To take charge of repairs and maintenance of parish buildings (church, convento, seminar house, etc.), or to coordinate with other groups whose purposes are the same.

  1. Every month the Committee will make its progress report to the PEC. Also every end of the year the Committee will present its annual report to the PEC.

Section 7. Committee on Inventory

 
  1. Composition is from 3 to 5 members.
     
  2. Tasks:

§  To set-up list of all parish properties (movable and immovable properties and assets)

§  To assess amount or value of each item on the list.

§  To update PEC on status of properties which need to be acted upon.

  1. Every end of the year the Committee will present its annual report (list) to the PEC.

Section 8. Members of the Committee
 

1.    Each Committee is composed of members not limited to PEC membership but also open to non-PEC members.

  1. A non-PEC member elected as Chair of a Committee shall automatically become a PEC member and reports to the PEC during meetings.

Section 9. Officers of the Committee

 
  1. Each Committee has 3 officers: Chair, Vice Chair, and Secretary.
     
  2. The functions of each officer are the standard functions of officers in similar position in any committee.
     
  3. The officers of the committee are elected from among the members by the members themselves.
     
  4. The term of office of each committee officer is two years. However if a change in membership status occurs, any officer affected by such change may be replaced.
 
ARTICLE VI. PEC MEETINGS 

Section 1. Meetings 

  1. Regular PEC meetings may be held at least once a month.
  2. Special meetings may be called as the need arises.

Section 2. Quorum 

  1. For valid business transaction, PEC meetings must have a quorum
  2. Quorum is based on the presence of the majority of PEC members (50% + 1)

Section 3. Standard PEC Agenda

 
  1. Opening Prayer
  2. Roll Call (to determine quorum)
  3. Reading of the minutes of previous meeting (for correction, approval)
  4. Business arising from the minutes (follow-up)
  5. Treasurer’s Report
  6. Committee Reports (Audit, Finance, Special Projects, Land & Building, Inventory)
  7. New Business
  8. Other matters
  9. Schedule of next meeting, venue, time, agenda
  10. Adjournment and Closing Prayer

 

ARTICLE VII. CONSTITUTING THE PEC 

Section 1. General Principles 

  1. The PEC is re-constituted every two years to coincide with the two-year term of the PEC officers.
  2. In forming the new PEC some previous members may be retained, others replaced or new ones added as needed.
  3. It is the task of the parish priest to re-constitute the PEC every two years.

Section 2. Steps in Forming the New PEC. 

  1. First Step: Have a list of PEC members.

§  A list of members is drafted by the parish priest

§  The name of each member is written on the board (or on a piece of paper).

  1. Second Step: Election of 5 PEC Officers.

§  Candidates for officers are taken from among the names on the list of PEC members.

§  Standard procedure is through nomination, then balloting.

§  Only PEC members can elect the officers.

  1. Third Step: Proclamation and Oath Taking.

§  Proclamation may be done by the Board of Canvassers (or whoever).

§  Induction of officers is done by the Parish Priest (or any priest he delegates)

 

ARTICLE VIII. AMENDMENT 

Section 1. Amendment to the PEC Guidelines can be proposed by any member of the Presbyterium. 

Section 2. Proposed amendment shall be presented and read to the priests during any of their duly convoked session. 

Section 3. Such amendment shall become official upon ratification by a simple majority vote of priests present and upon confirmation by the Bishop.
 

ARTICLE IX. EFFECTIVITY  

Section 1. These PEC Guidelines shall take effect upon signed approval of the Bishop of Marbel.

 

Presented to the Presbyterium and approved – Nov. 5-, 2003
HCSC, Calumpang, GSC 

 

Signed by the Bishop 

Date:

 
 
 

Just double click to return to homepage!
For comment you may contact the WEBMASTER
Revised: Monday February 26, 2007 09:29:02 PM
All rights reserved