Pastoral Transition Kit: Building Profile and Financial Status

This form is to be completed by the new Pastor.

Building and Maintenance Profile
Building Committee
Full Name Email Phone Number Reponsibilities

Names and responsibilities
Building Contracts and Service Providers
Company Service Provided Contract Expiration Date (MM/DD/YY) Contract Renewal Date (MM/DD/YY) Repair/Contact Email Repair/Contact Phone Number Monthly Expenditure ($ per month or year)
Key Maintenance Issues
Please list in bullet form items of concern
Guide to Service Locations in the Rectory or Office (ex: electrical panel, boiler room etc.)
Drop files here or

Max. file size: 512 MB.
Current Maintenance Log (if applicable)
Drop files here or

Max. file size: 512 MB.
Building Access List
Name Email Phone Number Ministry/Group

Who has keys or key codes to access the church building and chapel?
Communication
Do not share passwords online. Contact the Keyholder who keeps them if necessary.
Parish email and social media accounts
Account Type Account Address / Link Keyholder (Password Keeper) Name Keyholder Contact Email Keyholder Contact Phone Number
Financial Brief
Financial Status
To be provided by the Pastor. Please copy and paste into the text box or upload the most updated document.
Upload Financial Status Update
Drop files here or

Accepted file types: pdf, doc, docx, xls, xlsx, Max. file size: 512 MB.
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Form Completed By:*
Name Parish You Work At Phone Number Email

Full Name	Email	Phone Number	Reponsibilities

Company	Service Provided	Contract Expiration Date (MM/DD/YY)	Contract Renewal Date (MM/DD/YY)	Repair/Contact Email	Repair/Contact Phone Number	Monthly Expenditure ($ per month or year)

Name	Email	Phone Number	Ministry/Group

Account Type	Account Address / Link	Keyholder (Password Keeper) Name	Keyholder Contact Email	Keyholder Contact Phone Number

Building and Maintenance Profile