Every congregation is required to complete their Parochial Report and Annual Certificate by March 1. The Parochial Report is completed using the Episcopal Church’s online filing system: https://reports.dfms.org/. After the congregation files their report, Diocesan staff review it for accuracy, and submit the completed version to the Episcopal Church. If a congregation is unsure of their username and password for the online filing system, contact John Edgar at [email protected].
The Parochial Report is a tool for the collection of data that is intended to assist the Church in understanding itself and planning for mission. Click the following link for resources from the Episcopal Church that will help you complete your report:
General Convention Office – Parochial Report Resources
In addition to the Parochial Report, all items requested in the Annual Certificate must be completed and submitted to the Office of the Bishop of Southwest Florida no later than March 1. The current Annual Certificate can be downloaded by clicking on this link. Email completed certificates to [email protected]. Beginning in 2024, congregational update forms (for Clergy, Staff, and Vestry) as well as the Certificate of Lay Delegates, are completed using an online form. They are linked below:
Clergy Update Form (Click Here) – Complete this form now.
Staff Update Form (Click Here) – Complete this form now.
Vestry Update Form (Click Here) – Complete this form after your new Vestry is elected.
Certificate of Lay Delegates (Click Here) – Complete this form once your delegates are elected.
Apportionable Funds Worksheet – Complete this form and include with your Annual Certificate and Financial Statements.
Workshops will be held in January (in person) and February (online) to provide additional guidance on completing this yearly requirement. An in-person workshop will be held on Tuesday, January 27, and you can register by clicking on this link. Our schedule will be as follows:
9:30 a.m. to 11:30 a.m. – Parochial Reports (People)
11:30 a.m. to 12:45 p.m. – Break for Lunch
12:45 p.m. to 2:45 p.m. – Parochial Reports (Financial)
An online workshop will take place the following week on Tuesday, February 3, 2026. It will follow the same schedule above and you can join by using the credentials below:
Topic: Parochial Reports
Time: Feb 3, 2026 09:30 AM Eastern Time (US and Canada)
Join Zoom Meeting
https://episcopalswfl.zoom.us/
Meeting ID: 844 8643 0116
Passcode: 315878
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Join instructions
https://episcopalswfl.zoom.us/
Last Updated: 1-14-26