CASC POLICY & PROCEDURE MANUAL

This manual contains the policies, procedures, standards and guidelines of the Canadian Association of Spiritual Care together with associated forms and general information. It is intended as a reference for our members as well as a guide for students undertaking Supervised Pastoral Education.

TABLE OF CONTENTS

Chapter 1INFORMATION Package for New Members and Students

  1. President’s Letter of Welcome
  2. The Canadian Association for Spiritual Care - CASC
  3. National Regions
  4. National Office
  5. Membership
  1. Membership Categories
  2. Benefits of CASC membership
  1. Free Journal Subscription
  2. CASC Website
  3. Links provided for more information
  4. Feedback Questionnaire

CHAPTER 2EDUCATION

Section I.Supervised Pastoral Education (SPE)

A.SPE Program Essentials

B.Education Streams

  1. Clinical Pastoral Education (CPE)
  2. Pastoral Counselling Education (PCE)

C.Education Levels

D.SPE Summary & Assessments (Evaluations)

E.Certification

F.Admission & Certification Processes

G.SPE Unit Confirmation

H.Academic Credit

I.Education Centres

J.Calendar

Section II.Clinical Pastoral Education (CPE) Basic – Certified Specialist

  1. Basic CPE
  2. Prerequisites
  3. Admission
  4. Goals of CPE/PCE
  5. SPE Summary & Assessments (Evaluations)
  6. Admission to Advanced CPE
  7. Objectives of Advanced CPE/PCE
  8. Prerequisites
  9. Formal Documentation
  10. Professional Competence Requirements
  11. Supporting Documentation
  12. Procedure
  13. Guidelines for Advanced Consultation Group & RACs

7.1Guidelines for Candidates

7.2Guidelines for Consultants

7.3Guidelines for Teaching Supervisors

7.4Guidelines for the RACs

  1. Entrance to Advanced CPE for a Specialist in PCE
  1. Specialist Certification CPE

1. Canadian Association for Spiritual Care Definition Statement for Specialists

2. Competencies for Spiritual Care and Counselling Specialist

3. Prerequisites

4. Formal Documentation

5. Professional Papers

6. Supporting Documentation

7. Pre-Certification Consultation Process

7.1 Initiating the Process

7.2 The Role of the Candidate

7.3 The Role of the Pre-Certification Mentor

8. Procedure – Step One: Approval of Formal Documentation

9. Procedure – Step Two: Approval of Papers

10. Procedure – Step Three: Personal Interview

11. Supervisors Wishing Specialist Certification

11.1 Process

11.2 Initiating the Process

11.3 The Role of the Chairperson

11.4 The Role of the Consultant

11.5 The Role of the Petitioner

D. Pilot Standards for Course Based CPE

Section III.Pastoral Counselling Education (PCE) Basic – Certified Specialist

  1. PCE Educational Formats
  1. Unit Based PCE
  2. Course Based PCE
  1. Basic PCE
  1. Prerequisites
  2. Admission
  3. Goals of PCE/CPE
  4. SPE Summary & Assessments (Evaluations)
  1. Admission to Advanced PCE
  2. Objectives of Advanced PCE
  3. Prerequisites
  4. Additional Prerequisites for Admission to Unit Based Advanced PCE
  5. Additional Prerequisites for Admission to Course Based Advanced PCE
  6. Formal Documentation
  7. Professional Competence Requirements
  8. Supporting Documentation
  9. Procedure
  10. Guidelines for the Advanced Consultation Group & RAC

9.1Guidelines for Candidates

9.2Guidelines for Consultants

9.3Guidelines for Teaching Supervisors

9.4Guidelines for Regional Admitting Chairs

  1. Entrance to Advanced PCE for a Specialist in CPE
  1. Specialist Certification (PCE)
  1. Canadian Association for Spiritual Care Definition Statement for Specialists
  2. Competencies for Spiritual Care and Counselling Specialist
  3. Prerequisites
  4. Formal Documentation
  5. Professional Papers
  6. Supporting Documentation

7. Pre-Certification Consultation Process

7.1 Initiating the Process

7.2 The Role of the Candidate

7.3 The Role of the Pre-Certification Mentor

8.Procedure – Step One: Approval of Formal Documents

9.Procedure – Step Two: Approval of Papers

10.Procedure – Step Three: Personal Interview

Section IV.Supervisory Education

  1. The 3 Levels of Supervisory Status
  1. The Provisional Supervisor
  2. The Associate Supervisor
  3. The Teaching Supervisor
  4. Maintenance of Educational Standing
  1. The Objectives of Supervisory Education
  2. Conceptual Competence
  3. Supervisory Competence
  4. Integration of the Theory and Practice of Supervision
  1. Provisional Supervisor Education
  2. Criteria Considered for Admission to Provisional Supervisor Education
  3. Prerequisites
  4. Formal Documentation
  5. Professional Papers
  6. Supporting Documentation
  7. Procedure
  1. Associate Supervisor Education
  2. Definition of an Associate Supervisor
  3. Competencies of an Associate Supervisor
  4. Professional Competency Indicators
  5. Prerequisites
  6. Formal Documentation
  7. Professional Papers
  8. Supporting Documentation
  9. Procedure – Step One: Approval of Formal Documents
  10. Procedure – Step Two: Approval of Professional Papers
  11. Procedure – Step Three: Personal Interview
  1. Teaching Supervisor Certification
  2. Definition of a Teaching Supervisor
  3. Competencies of a Teaching Supervisor
  4. Prerequisites
  5. Formal Documentation
  6. Professional Papers
  7. Supporting Documentation
  8. Procedure

Section V.SPE Unit Equivalency Process

  1. SPE Unit Equivalency at the Advanced Level
  1. Prerequisites
  2. Formal Documentation
  3. Professional Competence Requirements (papers)
  4. Process
  1. SPE Unit Equivalency for Supervisory Education
  2. Requirements
  3. Guidelines

Section VI.Faith Group Affiliation & Endorsement

A.Continuing Good Standing

  1. Evidence of Continuing Good Standing
  2. Requested Phraseology

B.Endorsement

  1. Evidence of Endorsement
  2. Requested Phraseology

Section VII.Participation in the Life of CASC

  1. Associate Member seeking Certification as a Specialist
  2. Certified Member seeking Maintenance of Educational Standing or
    Certification as a Supervisor
  3. Certified Member seeking Peer Review
  4. Member Emeritus / Inactive Teaching Supervisor

Section VIII.Forms

2.1.Student SPE Summary and Assessment

2.2.Supervisor SPE Summary and Assessment

2.3.Not Used

2.4.Not Used

2.5.Provisional Supervisor Evaluation

2.6.Advanced Course Checklist

2.7.Application for Advanced Education

2.8.Application for Specialist Certification

2.8bApplication for Specialist Certification

2.9.Application for Provisional Supervisory Education

2.10.Application for Associate Supervisory Education

2.11.Application for Teaching Supervisor Certification

2.12.Application for SPE Unit Equivalency

2.13.Application for Maintenance of Educational Standing

2.14.Application for Academic Assessment

2.15.Pre-Certification Mentor’s Checklist and Report

2.16.Step One Report

2.17.Step Two Report – Advanced

2.18.Step Two Report – Specialist CPE

2.19.Step Two Report – Specialist PCE

2.20.Step Two Report – Provisional Supervisor

2.21.Step Two Report – Associate Supervisor

2.22.Consultation Review Report (Step 2) – Teaching Supervisor

2.23.Step Three Regional Report

2.24.Step Three Certification Report

2.25.SPE Unit Equivalency Report

CHAPTER 3PRACTICE

SectionI.Confidentiality

  1. Principle
  2. Guidelines for the Management of Confidential Materials

Section II.Standing and Status for Supervisors

  1. Levels of Supervision
  2. Transfer of Standing from Another Organization
  3. Teaching Supervisors – Active Status
  4. Teaching Supervisors – Inactive Status
  5. Teaching Supervisors – Functioning While Inactive
  6. Teaching Supervisors – Regaining Active Status

Section III.Standardsof Practice andPeer Reviewfor Specialistsand Teaching Supervisors

  1. Definition Statement for Specialists
  1. Standard of Practice – General
  2. Professional Practice
  3. Personal and Professional Growth and Development
  4. Continuing Education
  5. Active Status
  6. Accountability
  7. Work-Related Responsibilities

6.1Workplace Accountability

6.2Advocacy

  1. Standards of Practice – Spiritual Care Specialists
  2. Administration
  3. Counselling
  4. Crisis Intervention
  5. Ethics
  6. Ethics Consultation
  7. Spiritual / Pastoral Visitation
  8. Preparation of Community Faith Visitors
  9. Research
  10. Sacraments / Ordinances
  11. Staff Education
  12. Worship
  1. Standards of Practice – Pastoral Counselling Specialists
  2. Administration
  3. Assessment Skills
  4. Consultation
  5. Counselling Skills
  6. Education and Research
  7. Educational Resource
  8. Ethics
  9. Insurance
  10. Referral
  1. Standards of Practice – Specialists – Ethics
  1. Peer Review
  2. Philosophy
  3. Process
  4. Peer Reviews at Distance
  5. CASC Peer Review Timelines
  6. Summary of Documentation for Peer Review

Section IV:Teaching Supervisors Who are Not Specialists

  1. Standards of Practice
  2. Professional Practice
  3. Personal and Professional Growth and Development
  4. Continuing Education
  5. Active Status
  6. Accountability
  7. Work-Related Responsibilities

6.1.Work Place Accountability

6.2.Goal Setting / Planning

6.3.CASC Administration

  1. Peer Review
  2. Philosophy
  3. Process
  4. Peer Reviews at Distance
  5. CASC Peer4 Review Timelines
  6. Summary of Documentation for Peer Review

Section V:Professional Practice and Research Awards

Forms

3.1Peer Review Form: Certified Specialist

3.2Peer Review Form: Dual Certification – Certified Specialist & Teaching Supervisor

3.3Peer Review Form: Certified Member (Specialist and/or Teaching Supervisor)

3.4Nomination for Award for Excellence – Professional Practice

3.5Nomination for Award for Excellence - Research

CHAPTER 4ACCREDITATION

Section I.SPE Accreditation Standards

A. Standards for Centres offering SPE

  1. Settings
  2. Requirements

2.1.Supportive Structures

2.2.Educational Resources

2.3.Policies & Procedures

2.4.Program Consultation & Evaluation

2.5.CASC Membership & Program Approval

  1. Standards for SPE Structure and Content
  1. Program Designation
  2. SPE Requirements
  3. CPE Requirements
  4. PCE Requirements
  1. Standards for Basic SPE
  1. Admission to Basic SPE
  2. Requirements for Basic SPE
  3. Goal of Basic SPE
  4. Objectives of Basic SPE
  1. Standards for Advanced SPE
  1. Admission to Advanced SPE
  2. Requirements for Advanced SPE
  3. Goal of Advanced SPE
  4. Objectives of Advanced SPE

E.Standards for Supervisory SPE

  1. Admission to Supervisory SPE
  2. Requirements for Supervisory SPE
  3. Goal of Supervisory SPE
  4. Objectives of Supervisory SPE

4.1.Conceptual Competence

4.2.Supervisory Competence

4.3.Integration of the Theory and Practice of Supervision

Section II.SPE Centre Program Approval and Accreditation

  1. Program Approval
  1. Criteria
  2. Procedure
  3. Written Report
  1. The Setting
  2. The Centre
  3. The Program
  4. Program Administration and Governance
  1. Satellite Learning Sites
  2. Teaching Supervisors Moving Between Accredited Sites
  3. Provisional Supervisory Units

6.1Program Approval

6.2Advisory Committee

6.3Relationship of the Teaching Supervisor and Education Centre Administration

6.4Peer Group Consultation

6.5Screening of Provisional Supervisor

6.6Screening of Students

6.7Number of Provisional Supervisors

6.8Ultimate Responsibility for the Program

6.9Evaluations

  1. Education Centre Accreditation
  1. Criteria
  2. Self Study
  1. Procedure
  2. Process
  3. Content of Self Study Report
  1. Initial Accreditation Procedure

3.1The Teaching Supervisor of the Centre

3.2The Chair of the Accreditation Committee

3.3The Site Visitation Team Chair

3.4The Self Study Committee

3.5The Coordinator for the Site Visit

3.6Site Visitation Team Members

3.7The Centre

3.8The Accreditation Committee

  1. Accreditation of Multisite Centres
  1. Preparation
  2. Administrative Requirements
  3. Site Visit
  1. Expired Accreditation
  2. Appeal of Accreditation Decisions

Section III.Pastoral Counselling Centre Accreditation

  1. Standards
  2. Pastoral Counselling Centre Objectives
  3. Operational Standards
  1. Procedure
  1. Maintenance of Centre Accreditation
  1. Procedure
  2. Additional Site Reviews
  3. Loss of Accreditation

CHAPTER 5CODE OF ETHICS FOR SPIRITUAL CARE PROFESSIONALS

Section IEthical Principles

  1. In Relationships with Clients
  2. In Relationships between Supervisors/Educators and Staff/Students
  3. In Relationships with Social Institutions
  4. In Relationships with Other Professionals and the Community
  5. In Relationships with Colleagues
  6. In Advertising
  7. In Research
  8. In Relation to the Social Media
  9. In Relationship to CASC

CHAPTER 6GRIEVANCES & COMPLAINTS

Section IIntroduction

  1. Definitions
  2. Principles

Section IICertification Process or Decision Grievances

  1. Decisions by Regional Admitting Committees
  2. Decisions by ESC Certification Committees

Section IIIAccreditation Process or Decision Grievances

Section IVSupervisory Grievances

Section VOrganizational Structural Grievances

  1. Regional Organizational Structures
  2. National Organizational Structures

Section VI. Ethical Concerns & Complaints

A. Regulations

B.Procedures

1. Preliminary

2. Member Intervention

3. Investigation

4. Actions

5. Review of the Investigation

6. Appeals

7. Records

8. Notification of Decisions and Actions

9. .Monitoring the Action of Probation

Appendix I: Breach of Trust

Appendix II: Role of Investigator

CHAPTER 7GLOSSARY OF ABBREVIATIONS & TERMS

Section IAbbreviations

Section IITerms

CHAPTER 8MEMBERSHIP & RECIPROCAL CERTIFICATION

Section IMembership Categories

Section IIReciprocity Agreement

Section IIIForms

8.1Individual Membership Application

8.2Corporate Membership Application

8.3SPE Centre Membership Application

8.4Application for Reciprocal Certification

CHAPTER 9FEES

Section IMembership Fees

  1. Associate Member
  2. Certified Member
  3. Student Member
  4. Member Emeritus
  5. Corporate Member
  6. SPE Centre Membership

Section IIStudent Registration Fees

Section IIIAdmission & Certification Fees

  1. Admission or Certification Appearance Cost Limit
  2. Admitting Consultation Fees
  3. Certification Fees
  4. Other Consultation Fees
  5. Refunds

Section IV:Accreditation Fees

CHAPTER 10NATIONAL ADMINISTRATION

Section I:Policies & Procedures

001National Conference and AGM

002Travel Expense Claim and Reimbursement

003Financial Management and Accountability

004Supervised Pastoral Education Unit Report Forms

005Investment Policy and Reporting Procedures

006Records Retention Honorarium

007Signing Authority

008Records and Data Collection, Retention, and Disposal

009National Archives – Permanent Off-Site Records

010Posting of Research and Educational Resources on the CAPPE Website

Section II.Insurance Information

  1. Insurance Policy and Endorsements
  2. A letter to the members explaining the policy and benefits
  3. Exclusions (Absolute Abuse and Sexual Misconduct)
  4. Exclusions (Asbestos & Bodily Injury)

Section III:Forms

10.1SPE Unit Invoice-Report

10.2Expense Form

10.3Order Form

10.4Insurance form for Members and Supervisors

10.5Insurance form for Students

CHAPTER 11CONSTITUTION

CHAPTER 12BY LAWS

Revised June 2015Posted June 2015