Pathway to holy orders

Pathway to holy orders EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY 2012

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY PATHWAY TO holy orders TABLE OF CONTENTS Bishop s Letter Overview of Process PATH TO NOMINATION Instructions for a Parish Committee on Vocations FORM A Report of the PCOV from the Sponsoring Parish FORM B Recommendation of an Aspirant by Sponsoring Parish s Vestry and Statement of their Financial Commitment to their nominee throughout the process FORM C Sample Letter of Acceptance of Nomination PATH TO POSTULANCY FORM D Rector s Recommendation of Nominee FORM E Application FORM F Release of Information to Diocese FORM G Release of Information to Applicant Only FORM H Financial Statement FORM I Nominee Agreement FORM J Background Check FORM K Predictive Index Survey FORM L Vestry Endorsement of Postulancy for Holy Orders FORM M Life History Questionnaire (LHQ) FORM N Behavior Screening Questionnaire (BSQ) FORM O Medical Examination PATH TO CANDIDACY FORM P Vestry Reaffirmation for Candidacy for Holy Orders PATH TO ORDINATION TO THE DIACONATE FORM Q Vestry Endorsement for Ordination to the Diaconate PATH TO ORDINATION TO THE PRIESTHOOD FORM R Vestry Endorsement for Ordination to the Priesthood

The Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206-7702 Telephone 214/826-8310 Facsimile 214/826-5968 The Right Reverend James Monte Stanton, D.Min, D.D., Bishop The Rt. Rev. Paul E. Lambert, M.Div., D.D., Bishop Suffragan Dear Aspirant for Holy Orders in the Diocese of Dallas: You are reading this because others have recognized in you, or perhaps you have sensed in yourself, certain qualities that might benefit the Church in ordained leadership and ministry. You are now setting about a period of discernment to test whether, in fact, you are being called to Holy Orders. We present you this booklet to help you understand the process of discernment. As catholic Christians, we discern in community. God forms and shapes us in community, leadership is for the sake of community, and the ordained at every level must be raised up and supported by the community. The role of the community in this discernment period is therefore also important. In short, the community must discern whether it can affirm your call based upon the needs of the Church. The discernment process involves a lot of people and a significant investment of their time as well as yours. Paul advised Timothy to ordain no person hastily (1 Tim 5.22). On the other hand, he also advised him to be bold in his witness to the Lord and to be a model to other believers (1 Tim 4.12). The period of discernment allows the community the time it needs to know and understand your gifts and the opportunity for you to demonstrate those gifts. Pray daily. Read these pages carefully. Ask questions as they arise. Be open. And remember that ministry is something that belongs to the whole body of Christ, not just the ordained. God may be calling you to a deeper sense of ministry that neither leads to nor requires Holy Orders. Now to him who by the power at work within us is able to do far more abundantly than all that we ask or think, to him be glory in the church and in Christ Jesus to all generations (Eph 3.20-21). Faithfully, The Right Reverend James M. Stanton Bishop of Dallas

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY PATHWAY TO holy orders Overview of the Process PATHWAY TO holy orders The path to ordination involves four distinct steps: Nomination, Postulancy, Candidacy, and Ordination. Each of these steps has a particular focus for its discernment, and each step is unique in what is required and the timing necessary to complete the requirements. Below is a summary of these four steps. Many of the steps are described in greater detail in the forms and instructions. Required forms are provided within this Pathway to Ordination book. In each case where rector is written, presume that vicar or priest-in-charge is also meant. SUMMARY OF STEPS The Path to Nomination You begin the path to Nomination as an Aspirant. It is a time of discernment by those who know you best: your local parish and your rector. You meet with the rector at the parish (your sponsoring parish) where you are a member You request a meeting with the Bishop for yourself and your rector Your rector convenes a Parish Committee on Vocations (PCOV) You meet with your PCOV usually for four to six months The PCOV submits its findings to the Commission on Ministry (FORM A) Assuming the PCOV affirms, you then request nomination by your parish vestry Your vestry indicates their recommendation and financial support to the Diocese (FORM B) If nominated by your parish, you write a letter to the Bishop accepting their nomination (FORM C), and you become a Nominee The Path to Postulancy The path to Postulancy is marked by discernment of your calling and of your capacity as a transformational leader by those outside of your parish, especially by the Commission on Ministry and the Bishop. Your Rector completes The Rector s Recommendation of Nominee (FORM D) You complete the Application (FORM E) You complete Release of Information to Diocese (FORM F) You complete Release of Information to Applicant Only (FORM G)

Pathway to Holy Orders in The Episcopal Diocese of Dallas Overview of the Process You complete the Financial Statement (FORM H) You complete the Nominee Agreement (FORM I) You complete a Background Check (FORM J) You take the Predictive Index online (FORM K) You submit evidence of your Safe Church Training The vestry of your sponsoring parish completes Endorsement of Postulancy for Holy Orders (FORM L) You write the Bishop requesting a Postulancy interview with the Commission on Ministry After your interview, if the Commission on Ministry recommends you for Postulancy, they will direct you to complete the canonically required medical and psychological exams. Life History Questionnaire (FORM M) Behavior Screening Questionnaire (FORM N) Medical Examination (FORM O) After the Bishop receives the results of the medical and psychological examination, he will review the Commission's conclusion and decide if he will make you a Postulant. If the Bishop grants you Postulancy, you become a Postulant. The Bishop may invite you to discuss with him any developmental recommendations from the Commission on Ministry, and he may advise you on your theological education. The Bishop may direct you to consult with the Canon Theologian regarding your theological education. The Path to Candidacy The path to Candidacy is marked by your theological and spiritual formation. Consequently, your experience and discernment are critical during this time. The Standing Committee joins the Commission on Ministry in discerning your readiness to become a transformational missional leader in the Dioceses of Dallas. You complete any requirements specified by the Commission on Ministry or the Bishop You write the Bishop four times a year during the Ember Weeks You complete at least two years of seminary or its equivalent You complete Clinical Pastoral Education (CPE) You send all reports from your Field Education supervisor to the Commission on Ministry You submit at least one audio sermon to the Commission on Ministry The vestry of your sponsoring parish completes Endorsement of Candidacy for Holy Orders (FORM P) 2

Pathway to Holy Orders in The Episcopal Diocese of Dallas Overview of the Process No sooner than five months from the date of your Postulancy, you submit a letter to the Bishop applying for Candidacy, including in the letter the date you were admitted as a Postulant The Commission on Ministry will interview you The Standing Committee will interview you If the Bishop concurs in granting you Candidacy, he will make you a Candidate The Path to Ordination The path to Ordination is a continuation of your spiritual and theological formation, with the Commission, Standing Committee, and the Bishop s office all sharing in your discernment. You complete any requirements specified by the Commission on Ministry, Standing Committee, or Bishop You continue to write Ember Day Letters You complete your seminary education You send any reports from your Field Education supervisor to the Commission on Ministry (include any Field Education reports from previous seminary work) You submit your seminary transcript to the Commission on Ministry You request endorsement from your sponsoring congregation s vestry (FORM Q) You complete the Diocesan Ordination Exams and any remedial work as prescribed by the Examining Chaplains The Commission on Ministry may interview you The Standing Committee will interview you If the Bishop concurs, he will schedule your ordination to the diaconate (no sooner than 18 months from your acceptance of your nomination) If you are on the path to the priesthood, you must be a deacon for 12 (twelve) months. You request endorsement from the vestry in the congregation in which you serve (FORM R) Your rector or vicar will write a recommendation The Commission on Ministry may interview you The Standing Committee will interview you If the Bishop concurs, he will schedule your ordination to the priesthood (no sooner than twelve months from your ordination to the diaconate) 3

Path to nomination

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY PATHWAY TO HOLY ORDERS Instructions for a Parish Committee on Vocations Overview The Parish Committee on Vocation (PCOV) is established by the rector of a parish or mission. [In this document the word rector will include the clerical leader of the church or mission whether vicar, priest-in-charge, interim, or rector.] Its purpose is to assist the rector and vestry in deciding whether an Aspirant should seek to enter the Diocesan process toward ordination or not, and whether as a priest or deacon. One way to discern a call is to consider the gifts of the person and match those gifts with the needs of the Church. To see the discernment of gifts in a Biblical context, refer to 1 Corinthians 12, Ephesians 4:7, 11-16, and Romans 12:1-8. Before meeting with the Aspirant, the Aspirant should write a biographical sketch of him/herself for the committee to be given out before the meetings begin. [For the remainder of these instructions the word he will substitute for he/she and him for him/her.] In addition, each member of the PCOV should prepare a faith pilgrimage statement. This is a brief statement made by each individual regarding his life in relationship to God. The PCOV and the Aspirant develop a meeting schedule. The convener chairs all meetings. All meetings should begin and end with prayer and the members of the committee should pray for the Aspirant on a daily basis. Begin with a brief introduction of all persons. Because of the probing and investigative nature of some questions, there is a real danger that these sessions can become a sort of inquisition. We recommend that the members of the PCOV share their views and enter into the conversation, rather than just asking one question after another. While opinions and judgments are being made, a sense of Christian love and learning is vital if these meetings are to be productive for all concerned. Although extensive note keeping can be intimidating in a pastoral situation, members should make enough notes to refresh their memories, if necessary. There are five categories to be covered over the five months of meetings. One suggestion is to have each meeting cover one of the categories. In addition to the meetings, the committee members should observe the Aspirant in other situations to gain a deeper understanding of the person. At all times the PCOV is to be supportive of the Aspirant and each other as they discern the Aspirant s call together. The last meeting is when the committee will decide on its recommendation. Initial Meeting of the Committee (without the Aspirant) The first meeting is the organizational meeting. The Aspirant is not present for this meeting. At this meeting you will establish the role of this Parish Committee on Vocation, the ground rules, and the framework of expectations of the Aspirant. A member of the Commission on Ministry may be invited to explain the role of the Committee, if that is helpful. In brief, at the organizational meeting the convener should a) State the purpose of the PCOV

Episcopal Diocese of Dallas Instructions for a Parish Committee on Vocations b) Stress the importance of prayer throughout the process c) Discuss the type of questions that will be asked and caution to avoid an inquisitory style of questioning d) Encourage the keeping of notes e) Review the autobiographical information provided by the Aspirant Regular Meetings of the Committee (with the Aspirant) (It is recommended that the Aspirant not be furnished with the PCOV Committee instructions.) Month #1 This is the first meeting with the Aspirant, and should be a time primarily of getting acquainted. This is an important step in helping the Aspirant feel welcomed, supported, and guided through the process. Get acquainted: introductions of members to the Aspirant Set regular meeting times If desired, this initial meeting could be in an informal setting such as a member s home. Month #2 What are your initial impressions of the Aspirant? How has he connected with the congregation? Does this person greet people or does he isolate himself? These questions are aimed at discerning how this person engages others. Does he connect easily with people? Are people attracted to the Aspirant and more likely to engage in ministry through him? Do note that just because a person sees himself as in introvert does not give him an excuse for not engaging with people. They can go home and crash later. Conversely, being an extrovert is no excuse for running over people. Month #3 Is the Aspirant a fast learner or a slow starter? A self-starter or in need of close supervision? How does he function in inter-personal relationships? As you listen to the Aspirant share over the next several months, take notice of his past relationships. Is there a history of broken relationships along the way? Is the Aspirant confusing a call to Christian service with a call to ordination? Does he want to serve the Church and see no other way to do this? What is it the Aspirant feels called to do that cannot be done as a layperson? Are the Aspirant s primary interests congruent with the basic function of an ordained minister in the Diocese of Dallas? In order to answer questions fully, you must observe all aspects of the Aspirant s ministry. You are a part of his life in this church. Therefore, you will need to be present as he takes note of his commitment and engagement in ministry. Please note whether the Aspirant takes initiative appropriately. 2

Episcopal Diocese of Dallas Instructions for a Parish Committee on Vocations By this time you will have had two months with the Aspirant. Please notice how he follows instructions. Does he mind being held accountable? Is the Aspirant simply overseeing a ministry or developing a ministry and the people in the ministry? Remember the Church does not ordain effective ministers but effective leaders who draw others into ministry. Month #4 Determine what the Aspirant s presence is like as a leader. Does he present well? Is he at ease in ministry leadership? Or awkward? What kinds of people are attracted to the Aspirant? Does the Aspirant show initiative and self-confidence without arrogance? Does he show enthusiasm? Does he reflect on his internal transition from being a lay leader to being potentially a clergy leader? Can he motivate others? How has his leadership already been evidenced in prior or current lay ministries? These questions are aimed at discerning how the Aspirant is growing in his leadership. Is he comfortable? Three months is adequate time to begin to make some initial evaluations in this area. Month #5 Is the program that the Aspirant is leading in better or worse shape than when he started? How do people respond to the Aspirant s leadership? Is he cultivating lay leaders? What is the Aspirant s understanding of Christian ministry? How does he view the ministry of the whole Body of Christ? How does the Aspirant differentiate between the ministries of lay persons and ordained persons? How well does the Aspirant understand the basics of the Christian faith in a way that the faith is attractive to and understandable by others? Because past performance is an important indicator of future performance, it is important that you critically evaluate the results of the Aspirant s leadership. As you observe and interact with the Aspirant, you will be able to evaluate his leadership skills. You will need to pay close attention to any ministry that the Aspirant has started or is fully engaged in. When he leaves, that ministry should continue. Therefore, noting how others are brought into ministry by him is very important. Failure is not necessarily a bad thing. If there is failure, how does the Aspirant respond to that failure? Can he discern what went wrong, and how make mid-course corrections? Does the Aspirant pour energy into other people or do other people seem to have to take care of the Aspirant emotionally? One way of getting at this may be to ask about his spiritual disciplines. How is the Aspirant s interior life? How open is he in matters of faith? 3

Episcopal Diocese of Dallas Instructions for a Parish Committee on Vocations Month #6 (without the Aspirant) On a scale of 1-5 (1=low, 5=high), rate the Aspirant s leadership ability. Why? Would you want the Aspirant as a clergy leader in your parish? Why or why not? Would you encourage the Aspirant to go forward in the discernment process? Why or why not? What areas does the Aspirant need to work on? In what areas is he strong? Highlight the three or four strongest qualities of the Aspirant. What have been the Aspirant s successes and failures? What has he learned from those successes and failures? Leadership in the church requires both an assurance of faith and well as a certain openness to learning and growth. In light of this, reflect on whether the Aspirant exhibits an assurance of his faith. Is the Aspirant approachable in discussing his personal faith journey? Is he able to give a reason for the hope that is in (him) with gentleness and respect (1 Peter 3:15). In asking whether the Aspirant is a leader, please distinguish between his title as a leader and the willingness of people to respect and follow him as a leader. Does the Aspirant s leadership ability rise beyond the level of having a title? No ministry belongs to any one of us. All service is Christ s ministry. A leader will call forth the gifts of many others to carry forth the ministry of Christ in the Church. Does the Aspirant pour energy into other people or do other people seem to have to take of the Aspirant emotionally? Other Considerations and Questions A: Faith life Does the Aspirant strike you as one who is growing in the Christian faith and spiritual depth? How well does the Aspirant understand the basics of the Christian faith? (BCP 845 862) Does he give evidence of having a personal relationship with Jesus Christ? How does the Aspirant s spirituality make itself manifest to you? Is he still questioning, searching, and probing the mysteries of the faith, or does the Aspirant seem to feel he knows all the answers? B. Capacity for learning What is his academic record? How open is the Aspirant to questioning, self-exploration, and reality testing? What evidence is there of continuing commitment to learning and intellectual growth? C. Status of emotional health How aware is the Aspirant of his own feelings? How well does he express strong positive and negative feelings? Are there any indications that the Aspirant aspires to the ordained ministry as a way of solving personal problems or fulfilling unhealthy needs, e.g., a need to be needed, a desire to have authority, an unrealistic view of his own strengths and weaknesses? Does the Aspirant have a level of maturity and an ability to adapt that is commensurate with his age? Can he set and maintain healthy relationships and time boundaries? What does he do to take care of himself and his family? What pressures have there been in the Aspirant s life and how does he respond to pressure? 4

Episcopal Diocese of Dallas Instructions for a Parish Committee on Vocations D. Evidence of leadership Does the Aspirant show initiative, self-confidence and enthusiasm in appropriate and engaging ways? Describe. How does he motivate others? What is the Aspirant s style of leadership? How comfortable is he being someone in whom authority rests? How comfortable is he with being under authority? How has the Aspirant s leadership already been evidenced in prior or current lay ministries in school, work or church settings? How does he practice the faith and see God in day-to-day living? E. Ordination/lay ministry How does the Aspirant view the ministry of the whole Body of Christ? How does he differentiate between the ministries of lay persons and ordained ministry? What evidence do you have that the Aspirant is called by God to the ordained ministry? Is he confusing a call to deeper Christian service as a lay person with a calling to ordained ministry? What does the Aspirant feel he is called to do that he cannot do as a lay person? Evaluation The committee should meet without the Aspirant to discuss its findings. The Rector should be present for this meeting. Committee members are sometimes hesitant about evaluating a person for ordained ministry. It is good to remember that through our commission into the ministry of Jesus Christ given to us at Baptism, we are qualified and called upon to help others reach an understanding of the specific ministry to which God is calling them (Romans 12:6-8). The members of the PCOV should seek in prayer the guidance of the Holy Spirit for their deliberations and should proceed with confidence that they have been so guided. The leadership question is important. A leader will not attract a leader at a higher level. If you rank a person s leadership ability on a scale of 1-5, you can determine what kind of leader he will be and what kind of leaders he will attract. A real issue with respect to discernment is whether the Aspirant is deployable. If you don t see him as a pastor, chances are no one else will either. The committee s work to discern the Aspirant s ministry strengths and weaknesses goes beyond the question of ordination. It may be that discernment leads away from ordination. If so, what gifts for ministry does the Aspirant bring as a lay leader in the Church? Ordination is not a reward for being a good lay leader. The final report of the PCOV will have a recommendation as to the Aspirant s continuing in the discernment process. Is it too early to tell? Or is it obvious? Again, the Aspirant may be a very effective lay leader. Please don t encourage him to move forward just because you like him. Likewise, if the Aspirant has indicated that his call is to the priesthood, but the committee senses the call is to the diaconate, the evaluation must include comments reflecting this disparity. This final evaluation report is called FORM A. Additional comments beyond the form are welcomed. If the Aspirant is approved to move forward, the evaluation will become part of the Aspirant s diocesan file and will be one significant finding, among others, taken into consideration by the Commission on Ministry. 5

Episcopal Diocese of Dallas Instructions for a Parish Committee on Vocations Recommendation of NO If the recommendation is NO, the committee does not recommend the Aspirant go further in his discernment, then assist your brother or sister to recognize and value a challenging, satisfying form of ministry in his area of primary involvement, e.g., job, family, community or parish, rather than ordained ministry. If the recommendation is NOT NOW, the committee should indicate clearly the concerns that preclude them from endorsing the aspirant at this time. No presentation to the vestry is necessary, unless requested by the Rector. Determine what you need to do to conclude this time together among yourselves, the Aspirant, and the Rector. Recommendation of YES If the recommendation is YES, the committee does recommend the Aspirant go further in his discernment within the diocese, the committee should prepare a vestry presentation to include a summary of the committee s work. The summary should recommend that the Aspirant be supported by the vestry to enter the process for ordination to Holy Orders. Upon the vestry s agreement to the recommendation, the following steps should be taken. The convener writes a letter to accompany the completed FORM A (Report of the PCOV from the Sponsoring Parish) The vestry completes FORM B (Recommendation of an Aspirant by Sponsoring Congregation s Vestry and Statement of their Financial Commitment to their nominee throughout the process) The Aspirant completes FORM C (Letter of Acceptance of Nomination) All FORMS are sent to the chair of the Commission on Ministry (COM). Upon acceptance of these forms by the COM, the Aspirant will henceforth be considered a Nominee. Thank you for the time, care, and spiritual effort you have put into this ministry. It is no small thing to be asked to evaluate the leaders for our Church; but, it is an essential and holy ministry. Completed forms should be submitted to Chair of the Commission on Ministry Courtesy of the Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206 Phone: 214-826-8310 / fax: 214-826-5968 6

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY Form A: REPORT OF THE PARISH COMMITTEE ON VOCATIONS (PCOV) NAME OF ASPIRANT REPORT DATE STARTING DATE OF PCOV SPONSORING CONGREGATION ENDING DATE CITY CONVENOR S NAME CONVENER S CELL OTHER CONVENER S EMAIL RECTOR/VICAR S NAME RECTOR/VICAR S CELL OFFICE RECTOR/VICARS S EMAIL The evaluation of the Aspirant by the Parish Committee on Vocations is summed up in the seven questions below. (Provide answers on a separate sheet, and make additional comments, if you wish.) 1. What is this person's understanding of Christian ministry? 2. Does this person strike you as one who is growing in the Christian faith? In what ways has he/she exhibited spiritual depth? 3. Describe the past and present ministries of this person. 4. What is this person's capacity to learn? Are you aware of any impediments to the expression of intellectual ability by this person? How has the person fared academically in the past? 5. Describe this person's capacity for leadership. How has this person displayed his/her leadership in the parish and/or Diocese. 6. In what ways does this person envision his/her Diaconate or Priesthood? 7. What standards/boundaries has this person established to guide ethical behavior, generally? Regarding money and stewardship? Regarding sexual behavior?

FORM A REPORT OF THE PARISH COMMITTEE ON VOCATIONS Page 2 We, the undersigned, as members of the Parish Committee on Vocations, recommend to the vestry that (Name of Aspirant) be nominated to continue to discern his/her call to Holy Orders in the Diocese of Dallas under the Commission on Ministry. PARISH COMMITTEE ON VOCATIONS SUBMITTED BY: Signature of Convener Printed Name of Convener Date APPROVED BY: Signature of Rector/Vicar Printed Name of Rector/Vicar Date Completed forms should be submitted to Chair of the Commission on Ministry Courtesy of the Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206 Phone: 214-826-8310 / fax: 214-826-5968

EPISCOPAL DIOCESE OF DALLAS form B: VESTRY RECOMMENDATION OF AN ASPIRANT FOR HOLY ORDERS AND VESTRY FINANCIAL COMMITMENT To the Rt. Rev. James M. Stanton, Bishop, and to the Commission on Ministry of the Diocese of Dallas DATE The Canons of the Episcopal Church require a recommendation from the Rector/Vicar and the Vestry of the Congregation of which the Aspirant for Holy Orders is a communicant along with their commitment to support the person financially in pursuing theological education. Such recommendation must set forth the grounds upon which they judge him/her to possess such qualifications as would fit him/her to begin the process towards ordination and must state whether their judgment is based on personal knowledge or on evidence satisfactory to them. Please use this form for the purposes of making the required recommendation. RECOMMENDATION WE, whose names are hereunder written as duly elected members of the Vestry of (Print Name of Congregation), testify to our belief that (Print Name of Aspirant) has lived a sober, honest, and godly life, and that he/she is a communicant of this Congregation in good standing. We do furthermore declare that, in our opinion, he/she possesses such qualifications as fit him/her to be admitted into the discernment process, Pathway to Holy Orders, under the Commission on Ministry of the Diocese of Dallas. WE declare that our judgment is based upon: Personal knowledge of the Aspirant on the part of the Vestry Evidence concerning the Aspirant presented to the Vestry A combination of personal knowledge of the Aspirant and other evidence WE commit our congregation to support this person for three or four years of Theological Education in the following ways: Payment of one-third (1/3) of the cost of the psychological exam Payment of the cost of Diocesan Discernment Retreat (typically $100.00 to $150.00) Payment of the cost of the Diocesan Ordination Exam (if any) We further commit to involve our congregation in the preparation of the Aspirant for Holy Orders.

Episcopal Diocese of Dallas FORM B: Vestry Recommendation Of an Aspirant For Holy Orders and Vestry Financial Commitment VESTRY SIGNATURES (Must be signed by a two-thirds majority of the Vestry Members) Signed (Rector/Vicar of the Congregation to which the Aspirant belongs) ATTESTATION OF THE FOREGOING CERTIFICATE I HEREBY certify that the foregoing certificate was signed at a meeting of the Vestry of (Print Name of Congregation) ), duly convened in the City of (City Name) on (Date) and that the signatures shown are those of a two-thirds majority of the members of the Vestry. Signed (Clerk of the Vestry)

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY FORM C: LETTER OF ACCEPTANCE OF NOMINATION FOR DISCERNMENT OF HOLY ORDERS BY NOMINEE Date Your name Address Email Phone number The Rt. Rev. James M. Stanton Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206 Dear Bishop Stanton: In accordance with the Canons of the Episcopal Church (Title III, Canon 6, Section 2 [2009] for Ordination to the Diaconate and Title III, Canon 8, Section 2 [2009] for Ordination to the Priesthood), I respectfully submit my name to you, identifying my desire to begin the discernment process pursuant to seeking Holy Orders. I am providing you with the following information as required under the above canon: Full Name Date of Birth I have been a church member in the Diocese of Dallas since Baptismal Date Confirmation Date (Evidence of my baptism and confirmation is enclosed.) In your letter, type the phrase that applies: I have not previously applied as a Postulant in any other Diocese. I have previously applied as a Postulant in a previous Diocese. I am attaching a letter describing those circumstances. Briefly describe your reasons for seeking Holy Orders, stating whether your seek ordination to the permanent or vocational diaconate or to the priesthood, and describe your process of discernment by which you have been identified for ordination. Describe the level of education you have attained, your degrees earned, and your areas of specialization, together with copies of official transcripts; and enclose a copy of your resume. Sincerely yours, Your name printed c: Chair of the Commission on Ministry (your Rector/Vicar)

Path to postulancy

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY FORM D: RECTOR S RECOMMENDATION of nominee OVERVIEW As the Rector or Vicar most familiar with the individual requesting discernment for Holy Orders, your input is vital. The Commission on Ministry (COM) recognizes that the recommendation we request of you is detailed and time consuming. The COM appreciates very much your willingness to meet our request, confident that your efforts will yield fruit in the individual's discernment. Your recommendation is confidential to the COM and the Bishop's office. Consequently, please be direct in your comments and observations. As always, the COM is available to answer any questions you might have in the preparation of this recommendation. Please title your recommendation document using FORM D and the Nominee s name. RECTOR RECOMMENDATION OUTLINE How did you come to know the Nominee? How long have you known the Nominee? From your point of view and from the Congregation's point of view, describe the Nominee's call to ordained ministry. Describe the Nominee's ministry in the Congregation, both currently and in the past. Comment on the following aspects of the Nominee's life integration, giving examples to support your assessment: knowledge of contemporary culture, adaptability/flexibility, approachability, supportiveness of spouse (if applicable), regard for balanced well-being, general sense of joy and optimism, ordering of the Nominee's household, and possession of a forward plan. What are the Nominee's natural abilities and skills? Comment particularly on the following: ability to teach, potential as a preacher, communication, intelligence, and pastoral fitness. Please provide supporting examples for your conclusions. In what specific areas have you observed the Nominee in leadership? Reflect on the Nominee's leadership ability through observation of the following traits: sense of responsibility, recognition of leadership gifts in the Nominee by others, administrative ability, ability to build consensus. What is your assessment of the Nominee's spiritual formation? In your assessment, consider the following areas, providing examples to support your assessment: passion for the faith, evidence of a life transformed by Jesus Christ, knowledge of the Gospel, palpable conviction, knowledge of the Diocese's theological sensibilities, discipline in prayer and study, ability to lead others to faith in Jesus, and the authority of Scripture. In what conflicts have you observed the Nominee? How did the Nominee respond to the conflict? Based on your experience with the Nominee, what do you see as the Nominee's ministry in five years? What reservations do you have with the fitness of the Nominee for ordained ministry? What is your recommendation to the COM regarding the Nominee? Completed forms should be submitted to Chair of the Commission on Ministry Courtesy of the Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206 Phone: 214-826-8310 / fax: 214-826-5968

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY form E: Application for Discernment of Holy Orders DATE OF APPLICATION FULL NAME (INCLUDING MAIDEN) CLERGY ORDER THAT APPLICANT IS SEEKING q PERMANENT DEACON q PRIEST HAVE YOU PREVIOUSLY APPLIED FOR ADMISSION AS A NOMINEE FOR HOLY ORDERS? IF SO, WHEN/WHERE AND TO WHOM APPLICANT S ADDRESS CITY STATE ZIP EMAIL CELL HOME SOCIAL SECURITY NUMBER DATE OF BIRTH MARITAL STATUS NUMBER OF MARRIAGES EVER DIVORCED? SPOUSE S NAME SPOUSE S PHONE NAME(S) AND AGE(S) OF CHILD(REN) CHURCH MEMBERSHIP SPONSORING CONGREGATION CITY RECTOR/VICAR S NAME RECTOR/VICAR S CELL OFFICE RECTOR/VICAR S EMAIL HOW LONG HAVE YOU HELD MEMBERSHIP AT A CONGREGATION WITHIN THE DIOCESE OF DALLAS? BAPTISM (Please provide documentation) CHURCH NAME DATE OFFICIANT S NAME CITY DENOMINATION CONFIRMATION (Please provide documentation) CHURCH NAME DATE OFFICIANT S NAME CITY DENOMINATION

Episcopal Diocese of Dallas FORM E: Application EDUCATION HIGH SCHOOL NAME OF SCHOOL LOCATION MAJOR AND DEGREE DATES YOU ATTENDED COLLEGE* BUSINESS OR TRADE SCHOOL* SEMINARY AND/OR POST-GRADUATE WORK* * Please request official transcripts to be sent to the Diocese of Dallas, address below. WORK EXPERIENCE (List the last two paid positions you have held) EMPLOYER ADDRESS SUPERVISOR S NAME PHONE EMAIL ADDRESS DATES EMPLOYED DESCRIBE THE JOB YOU HELD AND DUTIES PERFORMED EMPLOYER ADDRESS SUPERVISOR S NAME PHONE EMAIL ADDRESS DATES EMPLOYED DESCRIBE THE JOB YOU HELD AND DUTIES PERFORMED REFERENCES (Please provide three references -- not your Rector or Vicar -- who can speak to your character) NAME RELATIONSHIP ADDRESS PHONE (HOME) (WORK) (CELL) EMAIL ADDRESS 2

Episcopal Diocese of Dallas FORM E: Application REFERENCES continued NAME RELATIONSHIP ADDRESS PHONE (HOME) (WORK) (CELL) EMAIL ADDRESS NAME RELATIONSHIP ADDRESS PHONE (HOME) (WORK) (CELL) EMAIL ADDRESS SHORT ESSAYS Please provide typed responses for each of the subjects below. Each essay should be no more than five pages, single spaced, and 12-point font. Label each essay with the essay s title and your name. I. Autobiography Your autobiography should cover the most important aspects of your spiritual, emotional, and professional development. While this essay gives you great latitude, it should include the following elements: the facts of your life that inform your calling to ordained ministry, the circumstances around you becoming a Christian, consideration of times of growth and change (including, if applicable, details of any counseling you have undertaken), any experience you have had participating in religions other than Christianity, and an honest discussion of your personal strengths and weaknesses. II. III. IV. Spousal Autobiography If you are married, your spouse will write an autobiography, using the description above but of no more than three pages. Marriage (a) one essay from you and (b) one essay from your spouse If you are married, you and your spouse write separate essays on your understanding of marriage and how that understanding is reflected in your current relationship. Both statements should include a frank evaluation of the anticipated impact of ordained ministry on your relationship. If you are divorced, include information on the circumstances of your marriage, divorce, ecclesiastical judgment, and remarriage (if any). You should also include a statement on what you have learned from the experience of your divorce. Livelihood and Occupational History Describe your current job or other working situation, including a description of your economic base. You need not give income figures, but do mention how you support yourself and your family. List in reverse chronological order all the jobs you have held since college or in the last ten years (whichever is less), your duties on these jobs with particular attention to leadership roles, and your reasons for taking and leaving them. Please note that a resume does not adequately fulfill this requirement. V. Parish Ministry Describe your current involvement in ministry at your parish. Describe other ministries in which you have been involved, both within a parish setting and otherwise, over the last ten years or since graduation from high school, whichever is less. With each description, note particular leadership roles you had, key lessons from the ministries, and times of conflict. 3

Episcopal Diocese of Dallas FORM E: Application VI. Vocational Identity Summarize your understanding of the diaconate and priesthood, the difference between them, and your own reasons for feeling called to the particular order sought. VII. Prospects for Theological Education The Commission on Ministry has found that many nominees for Holy Orders have made some tentative plans for theological education or have already begun the same before applying for the ordination process. Applicants should understand that the Bishop's approval of your educational course is required if you do become a Postulant. Applicants who have not done any other graduate study should understand that seminary is indeed graduate level work. In the light of these facts, please describe any theological education you may have had, your thoughts about it if you have not had any yet, and your assessment of your own capacity for serious, graduate study. Also, importantly, describe the way you plan to pay for this education. SHORT RESPONSES (each response should be no more than three paragraphs) I. What does it mean to be saved? II. What does it mean to be under authority? III. What is the Gospel? IV. How do you demonstrate your faith? V. What is your rule of life? VI. Define stewardship and describe how you meet this definition. SUBMITTED BY: Signature of Applicant Printed Name of Applicant Date APPROVED BY: Signature of Rector/Vicar Printed Name of Rector/Vicar Date Completed forms should be submitted to Chair of the Commission on Ministry Courtesy of the Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206 Phone: 214-826-8310 / fax: 214-826-5968 4

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY Form F: For Release of Information to the Diocese AUTHORIZATION TO RELEASE INFORMATION, RELEASE OF CLAIMS AND INDEMNITY AND HOLD HARMLESS AGREEMENT (referred to herein as Authorization and Release ) NAME OF APPLICANT DATE SOCIAL SECURITY NUMBER PERMANENT ADDRESS OF APPLICANT CITY STATE ZIP CURRENT ADDRESS OF APPLICANT, IF DIFFERENT CITY STATE ZIP APPLICANT S CELL OTHER APPLICANT S EMAIL 1. I am voluntarily seeking to become or am presently a candidate for postulancy, ordination, and/or other ministry position (referred to herein as my application ) in The Episcopal Church through a process conducted by the Diocese of [fill in name of diocese] ( Diocese ). I understand that as a part of the Diocese s decision making process about my application I am required to undergo a psychiatric and/or psychological assessment ( Assessment ) by a person or persons selected or approved by the Diocese. 2. I understand that the Assessment is only one part of the Diocese s decision making process and that information provided to the Diocese about the Assessment may be considered with other information available to the Diocese in deciding whether or not to accept me or to continue considering my application for postulancy, ordination and/or other ministry position in the Diocese. Nonetheless, I understand that information from the Assessment may be determinative of the Diocese s decision. 3. I voluntarily consent to participate in the Assessment and I agree to cooperate fully with the Assessment. I understand that the Assessment may include one or more attitude questionnaires, psychological tests, psychiatric tests, and/or clinical interviews. I understand that I will be asked to provide various types of information about myself which may include but not be limited to, information about my family, medical history, psychological and psychiatric history, criminal history, sexual behavior and attitudes, drug and alcohol use, relationships, education, and employment. I agree that all the information I provide for the Assessment will be true, correct, and complete, to the best of my knowledge. I understand that false or misleading statements made by me or significant omissions Initialed by Applicant

Episcopal Diocese of Dallas FORM F: Release of Information to the Diocese of any kind in the Assessment process are sufficient cause for dismissal from the application process or denial of my application for a ministry position in the Diocese. 4. I authorize all mental health professionals involved in the Assessment to disclose to each other, both orally and in writing, all records and information, including opinions, pertaining to the Assessment, including but not limited to my responses to any questionnaires, tests and interview questions. 5. I understand that at the conclusion of the Assessment a written report may be prepared which will contain conclusions, opinions, observations, recommendations for follow-up and the like. I authorize the mental health professionals involved in the Assessment to disclose the written Assessment report to the Bishop or Ecclesiastical Authority of the Diocese. I authorize the Bishop or Ecclesiastical Authority to disclose to and discuss the written Assessment report with those involved in the application process. I authorize the mental health professionals involved in the Assessment to discuss the written Assessment report with the Bishop or Ecclesiastical Authority and those involved in the application process. 6. I understand and agree that whether or not I have paid for the Assessment or any part thereof, all of the records and documents related to the Assessment do not belong to me and I do not have the right to see them, have them reviewed by or sent to anyone else, or to receive a copy of them at any time. I further understand and agree that I am not entitled to discuss the Assessment with the personnel involved in the Assessment process nor am I entitled to have anyone else discuss the Assessment with them on my behalf. I agree that I will not request or seek to obtain from the Bishop or Ecclesiastical Authority or Diocese or from any of the personnel involved in the Assessment or from any other person or entity the originals or any copies of any records or documents related to the Assessment nor will I authorize anyone to do so on my behalf. 7. I understand that after the Assessment described herein, the Diocese may determine that further assessment is necessary before a decision is made on my application. If I elect to participate in such further assessment, all the terms of this Authorization and Release shall apply to any further assessment. 8. I understand and agree that the Diocese will have the right to control the use and disclosure of information regarding the Assessment both during consideration of my application and after consideration of my application has terminated, regardless of the action taken on my application, and that the Diocese does not have to obtain any further authorization from me to disclose any information regarding the Assessment or the written Assessment report. 9. I consent to the use of information that I provide or that is developed from the Assessment for research purposes, including but not limited to publication and presentation to the scientific or religious communities and/or other audiences, provided that if so used, the information will be presented in a disguised format to preclude identification of my individual identify. 10. As consideration for having my application considered by the Diocese, I hereby waive, release and discharge the Diocese and its officers, directors, employees, volunteers, agents and legal representatives, and all personnel and entities involved in conducting the Assessment and their officers, directors, employees, volunteers, agents, heirs, administrators, successors, assigns and legal representatives ( the Released Parties ) from liability of all kinds including but not limited to personal injury, defamation, slander, libel, negligence, invasion of privacy, breach of contract, or otherwise, in law or in equity, arising out of my participation in the Assessment, use or disclosure of 2 Initialed by Applicant

Episcopal Diocese of Dallas FORM F: Release of Information to the Diocese information regarding the Assessment, or arising in any other way as a result of the Assessment. I do not release the Released Parties from liability for willful or intentional acts or punitive damages. 11. I also agree not to sue or make a claim against the Released Parties for injury, damage, or loss of any kind sustained as a result of my participation in Assessment, the use or disclosure of information regarding the Assessment, or relating in any way to the Assessment. I will indemnify and hold harmless the Released Parties from all claims, judgments, and costs, including attorneys fees, incurred in connection with any such action. 12. I agree that if any portion of this Authorization and Release is found by a court to be unenforceable for any reason, the remainder of this Authorization and Release shall remain valid and in full force and effect. 13. I have carefully read this authorization and release and fully understand its contents. I sign it of my own free will. I understand that I may consult with an attorney of my choice before signing this document. I acknowledge that I have had the opportunity to ask questions concerning the contents of Authorization and Release and any such questions have been answered to my satisfaction. Nonetheless, in agreeing to sign this Authorization and Release, I have not relied upon any statements or explanations made by any of the Released Parties or by any attorney of any of the Released Parties. I have initialed each page of this Authorization and Release indicating that I have read and understand each paragraph. SUBMITTED BY: Signature of Applicant Printed Name of Applicant Date WITNESSED BY: Signature of Witness Printed Name of Witness Date Completed forms should be submitted to Chair of the Commission on Ministry Courtesy of the Episcopal Diocese of Dallas 1630 N. Garrett Avenue Dallas, Texas 75206 Phone: 214-826-8310 / fax: 214-826-5968 M1:0252326.01 3 Initialed by Applicant

EPISCOPAL DIOCESE OF DALLAS COMMISSION ON MINISTRY Form G: For Release of Information to Applicant Only AUTHORIZATION TO RELEASE INFORMATION, RELEASE OF CLAIMS AND INDEMNITY AND HOLD HARMLESS AGREEMENT (referred to herein as Authorization and Release ) NAME OF APPLICANT DATE SOCIAL SECURITY NUMBER PERMANENT ADDRESS OF APPLICANT CITY STATE ZIP CURRENT ADDRESS OF APPLICANT, IF DIFFERENT CITY STATE ZIP APPLICANT S CELL OTHER APPLICANT S EMAIL 1. I am voluntarily seeking to become or am presently a candidate for postulancy, ordination, and/or other ministry position (referred to herein as my application ) in The Episcopal Church through a process conducted by the Diocese of Dallas. I understand that as a part of the Diocese s decision making process about my application I am required to undergo a psychiatric and/or psychological assessment ( Assessment ) by a person or persons selected or approved by the Diocese. 2. I understand that the Assessment is only one part of the Diocese s decision making process and that information provided to the Diocese about the Assessment may be considered with other information available to the Diocese in deciding whether or not to accept me or to continue considering my application for postulancy, ordination and/or other ministry position in the Diocese. Nonetheless, I understand that information from the Assessment may be determinative of the Diocese s decision. 3. I voluntarily consent to participate in the Assessment and I agree to cooperate fully with the Assessment. I understand that the Assessment may include one or more attitude questionnaires, psychological tests, psychiatric tests, and/or clinical interviews. I understand that I will be asked to provide various types of information about myself which may include but not be limited to, information about my family, medical history, psychological and psychiatric history, criminal history, sexual behavior and attitudes, drug and alcohol use, relationships, education, and employment. I agree that all the information I provide for the Assessment will be true, correct, and complete, to the best of my knowledge. I understand that false or misleading statements made by me or significant omissions of any kind in the Assessment process are sufficient cause for dismissal from the application process or denial of my application for a ministry position in the Diocese. Initialed by Applicant