Forms

CPM (Committee on Preparation for Ministry)

• Required Seminary Courses for CPM – PDF, Word
• Application for Internship – PDF, Word
• Candidate Ready to Receive Call – Annual Report – PDF
• Candidate Ready to Receive Call – Session Report – PDF

Candidacy Process Forms (1a–5d)

• CPM Preparation for Final Review – PDF
• Form 1a – Application to be Enrolled as Inquirer – Word
• Form 1b – Questions for Reflection – Word
• Form 1c – Financial Planning – Excel
• Form 1d – Session Evaluation – Word
• Form 2a – Consultation Report – Word
• Form 2b – Inquirer Release – Word
• Form 3 – Pre-Consultation Report – Word
• Form 4 – Consultation Report – Word
• Form 5a – Application for Candidacy – Word
• Form 5b – Session Evaluation for Candidacy – Word
• Form 5c – Consultation Report on Application to Candidacy – Word
• Form 5d – Candidate Release – Word

COM (Committee on Ministry)

• Clergy Report, Minister Serving a Congregation – Fillable PDF
• At-Large Ministry Report – Fillable PDF

~ Ordination and Installation documents are available from COM.

Clerks of Session

• Handbook for Clerks of Session (2022) – PDF
• Session Records Review Checklist – Word, PDF
• Westminster Church Register Template – Excel
• Clerk Annual Questionnaire (CAQ) Survey (v. 2018) – PDF

Council

• Vision of the Presbytery and Work Plan – August 2016 Council Meeting – PDF

Vision Grants

• Vision Grant Criteria (2024) – PDF
• Vision Grant Application (2024) – Word

Financial Affairs

• ACH Electronic Payments Form – Link

FAQ – Use of Church Property by Third Parties

• Presbytery FAQ – Property Use (updated 7/12/2024) – Fillable PDF

Lease Agreements

• Presbytery Lease Agreement Template – Short Form – PDF
• Presbytery Lease Agreement Template – Long Form (updated 5/29/26) – Word, PDF
• Amendment to Leases – Word

Ministry Funding Grant Program

• Ministry Funding Request Criteria – PDF
• Ministry Funding Request – Church Health & Growth (Church Health & Growth Work Group) – Word
• Ministry Funding Request – Community Mission (Mission and Outreach Work Group) – Word

Mission Pledge & Equity Agreements

• Mission Pledge Form (2019) – PDF
• PC(USA)-Approved Shared Equity Agreement for Pastor Housing – PDF
• Shared Equity Memorandum – PDF

County Property Tax Filings

Official forms required of most non-profits, including churches:

Santa Clara County

• 571-L Filing Tips – santaclaracounty.gov
• Exemptions – santaclaracounty.gov

Santa Cruz County

• 571-L Form – santacruzcounty.gov
• Exemptions – assesor.santacruzcounty.gov

Monterey County

• 571-L Form – co.monterey.ca.us
• Exemptions – co.monterey.ca.us

Nominating

• Committee on Nominations – PDF