CASC POLICY & PROCEDURE MANUAL -
TABLE OF CONTENTS

This manual contains the policies, procedures, standards and guidelines of the Canadian Association for 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.

Please note: in cases where there is a discrepancy between the standards and forms, the standards take precedence over the form.

Table of Contents as a Word Document

Summary of changes from the old handbook to the new manual

Click on the following links to take you to the list of contents of each section.

Updated December 1, 2011

CHAPTER 1      INFORMATION Package for New Members and Students
CHAPTER 2      EDUCATION      
CHAPTER 3      PRACTICE  
CHAPTER 4      ACCREDITATION
CHAPTER 5      CODE OF ETHICS FOR SPIRITUAL CARE PROFESSIONALS
CHAPTER 6      GRIEVANCES & COMPLAINTS
CHAPTER 7      GLOSSARY OF ABBREVIATIONS & TERMS
CHAPTER 8      MEMBERSHIP
CHAPTER 9      FEES    
CHAPTER 10    NATIONAL ADMINISTRATION
CHAPTER 11    CONSTITUTION
CHAPTER 12    BY LAWS

Table of Contents

CHAPTER 1      INFORMATION 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
6. Free Journal Subscription
7. CASC Website
8. Links provided for more information
9. Feedback Questionnaire

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CHAPTER 2      EDUCATION        

1. SPE Program Essentials
2. Education Streams
   1. Clinical Pastoral Education (CPE)
   2. Pastoral Counselling Education (PCE)
3. Education Levels
4. Evaluations
5. Certification
6. Admission & Certification Processes
7. SPE Unit Confirmation
8. Academic Credit
9. Education Centres
10. Calendar

1. Basic CPE
1. Prerequisites
2. Admission
3. Goals of CPE/PCE
4. Evaluations
   
2. Admission to Advanced CPE
1. Objectives of Advanced CPE/PCE
2. Prerequisites
3. Formal Documentation
4. Professional Papers
5. Supporting Documentation
6. Procedure
7. Guidelines for Advanced Consultation Group & RACC
   7.1 Guidelines for Candidates
   7.2 Guidelines for Consultants
   7.3 Guidelines for Teaching Supervisors
   7.4 Guidelines for RACC
8. Entrance to Advanced CPE for a Specialist in PCE



3. Specialist Certification CPE
   1. Canadian Association for Spiritual Care Definition Statement for Specialists
   2. Competencies of a Specialist in Spiritual and Religious Care
   3. Ministry Competence Indicators
   4. Prerequisites 
   5. Formal Documentation
   6. Professional Papers
   7. Supporting Documentation
   8. Pre-Certification Consultation Process
      8.1 Initiating the Process
      8.2 The Role of the Candidate
      8.3 The Role of the Pre-Certification Mentor
   9. Procedure – Step One: Approval of Formal Documents
   10. Procedure – Step Two: Approval of Papers
   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

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1. PCE Educational Formats
   1. Unit Based PCE
   2. Course Based PCE
      
      
2. Basic PCE
   1. Prerequisites
   2. Admission
   3. Goals of PCE/CPE
   4. Evaluations
      
      
3. Admission to Advanced PCE
   1. Objectives of Advanced PCE
   2. Prerequisites
   3. Additional Prerequisites for Admission to Advanced Unit Based PCE
   4. Additional Prerequisites for Admission to Advanced Course Based PCE
   5. Formal Documentation
   6. Professional Papers
   7. Supporting Documentation
   8. Procedure
   9. Guidelines for the Advanced Consultation Group & RAC
      9.1Guidelines for Candidates
      9.2 Guidelines for Consultants
      9.3 Guidelines for Teaching Supervisors
      9.4 Guidelines for Regional Admitting Chairs
   10. Entrance to Advanced PCE for a Specialist in CPE
       
       
4. Specialist Certification (PCE)
   1. Canadian Association for Spiritual Care Definition Statement for Specialists
   2. Competencies of a Specialist in Pastoral Counselling
   3. Ministry Competence Indicators
   4. Prerequisites
   5. Additional Prerequisites for Unit Based Candidates
   6. Additional Prerequisites for Course Based Candidates
   7. Formal Documentation
   8. Professional Papers
   9. Pre-Certification Consultation Process
      9.1 Initiating the Process
      9.2 The Role of the Candidate
      9.3 The Role of the Pre-Certification Mentor
   10. Procedure – Step One: Approval of Formal Documents
   11. Procedure – Step Two: Approval of Papers
   12. Procedure – Step Three: Personal Interview
   13. Supervisors Wishing Specialist Certification
       13.1      Process
       13.2      Initiating the Process
       13.4      The Role of the Chairperson
       13.5      The Role of the Consultant
       13.6      The Role of the Petitioner

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

1. Clinical Placement at the Advanced Level
   1. Prerequisites
   2. Formal Documentation
   3. Professional Papers
   4. Process
      
      
2. Clinical Placement for Supervisory Educationl
   1. Requirements
   2. 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. Retired Member / Inactive Teaching Supervisor

Section VIII.   Forms 

(In cases where there is a discrepancy between the standards and forms, the standards take precedence over the form)

2.1 Student’s Self Evaluation – Basic
2.2 Supervisor’s Evaluation – Basic
2.3 Student’s Self Evaluation – Advanced
2.4 Supervisor’s Evaluation – Advanced
2.4 Pilot Supervisor's - Student SPE Summary and Assessment
2.5 Provisional Supervisor Evaluation
2.6 Course or Equivalency Checklist – Specialist
2.7 Application for Advanced Education
2.8 Application 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 Clinical Placement
2.13 Application for Maintenance of Educational Standing
2.14 Application Notification
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 Step Two Report – Teaching Supervisor
2.23 Step Three Regional Report
2.24 Step Three Certification Report
2.25 SPE Clinical placement Report

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CHAPTER 3      PRACTICE

Section I.     Confidentiality

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

Section II.     Standing and Status

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.   Certified Specialist

1. Definition Statement for Specialists
2. Standard of Practice – General
   1. Professional Practice
   2. Personal and Professional Growth and Development
   3. Continuing Education
   4. Active Status
   5. Accountability
   6. Work-Related Responsibilities
      6.1 Workplace Accountability
      6.2 Advocacy
      
      
3. Standards of Practice – Spiritual Care Specialists
   1. Administration
   2. Counselling
   3. Crisis Intervention
   4. Ethics
   5. Ethics Consultation
   6. Spiritual / Pastoral Visitation
   7. Preparation of Community Faith Visitors
   8. Research
   9. Sacraments / Ordinances
   10. Staff Education
   11. Worship
       
       
4. Standards of Practice – Pastoral Counselling Specialists
   1. Administration
   2. Assessment Skills
   3. Consultation
   4. Counselling Skills
   5. Education and Research
   6. Educational Resource
   7. Ethics
   8. Insurance
   9. Referral
      
      
5. Standards of Practice – Specialists – Ethics
   
   
6. Peer Review
   1. Philosophy
   2. Process
   3. Peer Reviews at Distance
   4. CASC Peer Review Timelines
   5. Summary of Documentation for Peer Review              

Section IV.         Teaching Supervisors – Spiritual Care / Pastoral Counselling

1. Standards of Practice
   1. Professional Practice
   2. Personal and Professional Growth and Development
   3. Continuing Education
   4. Active Status
   5. Accountability
   6. Work-Related Responsibilities
      6.1 Work Place Accountability
      6.2 Goal Setting / Planning
      6.3 CASC Administration
2. Peer Review
   1. Philosophy
   2. Process
   3. Peer Reviews at Distance
   4. CASC Peer4 Review Timelines
   5. Summary of Documentation for Peer Review

Section V.         Forms

(In cases where there is a discrepancy between the standards and forms, the standards take precedence over the form)

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CHAPTER 4      ACCREDITATION

Section  I.      SPE Accreditation Standards

1. 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
      
      
2. Standards for SPE Structure and Content
   1. Program Designation
   2. SPE Requirements
   3. CPE Requirements
   4. PCE Requirements
      
      
3. Standards for Basic SPE
   1. Admission to Basic SPE
   2. Requirements for Basic SPE
   3. Goal of Basic SPE
   4. Objectives of Basic SPE
4. Standards for Advanced SPE
   1. Admission to Advanced SPE
   2. Requirements for Advanced SPE
   3. Goal of Advanced SPE
   4. Objectives of Advanced SPE
      
      
5. 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. Procedure
   2. Written Report
      2.1      The Setting
      2.2      The Centre
      2.3       The Program
      2.4       Program Administration and Governance
   3. Satellite Learning Sites
   4. Teaching Supervisors Moving Between Accredited Sites
   5. Provisional Supervisory Units
      5.1        Program Approval
      5.2        Advisory Committee
      5.3         Relationship of the Teaching Supervisor and Education Centre Administration
      5.4         Peer Group Consultation
      5.5         Screening of Provisional Supervisor
      5.6         Screening of Students
      5.7         Number of Provisional Supervisors
      5.8         Ultimate Responsibility for the Program
      5.9         Evaluations
2. Education Centre Accreditation
   1. Initial Accreditation Procedure
   2. Self Study
      2.1          Procedure
      2.2          Self Study Report
   3. Maintenance of Centre Accreditation
      3.1          Five Year Accreditation Review
      3.2          Ten Year Accreditation Review
   4. Accreditation of Centres
      4.1           Preparation
      4.2           Administrative Requirements
      4.3           Site Visit
      4.4           Periodic Reviews
   5. Expired Accreditation
   6. Appeal of Accreditation Decisions

Section III.     Pastoral Counselling Centre Accreditation

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

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CHAPTER 5      CODE OF ETHICS FOR SPIRITUAL CARE PROFESSIONALS

Section I.              Ethical 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 Relationship to CASC

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CHAPTER 6      GRIEVANCES & COMPLAINTS

Section I.    Introduction

1. Definitions
2. Principles

Section II.    Certification Process or Decision Grievances

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

Section III.           Accreditation Process or Decision Grievances

Section IV.           Supervisory Grievances

Section V.             Organizational Structural Grievances

1. Regional Organizational Structures
2. National Organizational Structures

Section VI.           Ethical Concerns & Complaints

1. Regulations
2. Procedure
   1. Preliminary
   2. Peer Intervention
   3. Investigation
   4. Actions
   5. Review of the Investigation
   6. Appeals
   7. Records
   8. Notification of Decisions and Actions
   9. Monitoring of the Action of Probation
   10. Re-Admission to Membership Following Leave of Absence

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CHAPTER 7      GLOSSARY OF ABBREVIATIONS & TERMS

Section I.              Abbreviations

Section II.             Terms

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CHAPTER 8      MEMBERSHIP

Section I.              Membership Categories

Section II.             Reciprocity Agreement

Section III.          Forms
                            8.1 Individual Membership Application   -    instructions
                            8.2 Corporate Membership Application
                            8.3 SPE Centre Membership Application
                            8.4 Application for Reciprocal Certification

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CHAPTER 9      FEES    
                            
Section I.       Membership Fees

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

Section II.       Student Registration Fees

Section III.    Admission & 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

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CHAPTER 10    NATIONAL ADMINISTRATION

Section I.          Policies & Procedures

001   National Conference and AGM
002   Travel Expense Claim and Reimbursement
003   Financial Management and Accountability
004   Supervised Pastoral Education Unit Report Forms
005   Investment Policy and Reporting Procedures
006   Records Retention Honorarium
007   Signing Authority
008   Records and Data Collection, Retention, and Disposal
009   National Archives – Permanent Off-Site Records
010   Posting of Research and Educational Resources on CASC 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

       10.1       SPE Unit Invoice-Report  
       10.2       Expense Form   
       10.3       Order Form
       10.4       Insurance form for Members and Supervisors 
       10.5       Insurance form for Students       


 

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  CHAPTER 11    CONSTITUTION

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  CHAPTER 12    BY LAWS

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