Diaconate Formation

Policy Handbook

2008-2009

The = Roman Catholic Diocese of Phoenix

Tabl= e of Contents

Policy I: &n= bsp; = ; Vocation, Discernment and Selection = ; &n= bsp; 3

Policy II: &n= bsp; Language Formation &nbs= p; &= nbsp; &nbs= p; &= nbsp; 11=

Policy III: = Deacon Formation Mentors &n= bsp; = ; &n= bsp; = ; 12

Policy IV: = Formation Policy and Curriculum Board &nbs= p; &= nbsp; 13

Policy V: = Admission and Scrutinies Committee &= nbsp; &nbs= p; = 14

Policy VI: = Candidate Theological Formation &nbs= p; &= nbsp; &nbs= p; 15

Policy VII: Withdrawal from Formation = ; &n= bsp; = ; <= /span>16

Policy VIII: Tran= sfers &= nbsp; &nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; 18

Policy IX: &n= bsp; Spiritual Direction &nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; 19

Policy X: = Formation Instructors &n= bsp; = ; &n= bsp; = ; 20

Policy XI: = Formation Costs &n= bsp; = ; &n= bsp; = ; &n= bsp; 21

Policy XII: = ; Compla= ints Against Deacon Inquirers, Aspirants,

and = Candidates &= nbsp; &nbs= p; &= nbsp; &nbs= p; &= nbsp; 22

Policy XIII:&nbs= p; Call to Protect &nb= sp; = &nb= sp; = &nb= sp; 24

Policy XIV: = ; Wives and Children of Deacon Inquirers,

Aspi= rants and Candidates = ; &n= bsp; = ; &n= bsp; 25

Policy XV: = D= iscernment Circles = &nb= sp; = &nb= sp; = 26

I. Vocation, Discernment and Selection

<= /o:p>

Vocation: From the experience of the restored diaconate in the United States, certain behavioral patterns have been discerned among exemplary deacons: a “natural inclination of service to the . . . Christian community,R= 21; and to all in need; psychological integrity; a capacity for dialogue, which implies a sense of docility and openness; the ability to share one’s faith yet listen respectfully to other points of view; the capacity to list= en carefully and without prejudices—respecting people in the cont= ext of their religion, race, gender, ethnicity, and culture; good communication skills; a sense of responsibility that includes the fulfilling of one’= ;s word and completing one’s work; self-directed and collaborative accountability; balanced and prudent judgment; generosity in service; and t= he ability to lead, motivate, facilitate, and animate others into appropriate action and service.

The profile is completed with certain spiritual and evangelical qualiti= es. Among these are a sound faith; good Christian reputation; active involvemen= t in the Church’s apostolate; personal integrity, maturity, and holiness; regular participation in the Church’s sacramental life; evidence of recognized, ongoing commitment to the Church’s life and service; participation in faith enrichment opportunities (e.g., retreats, days of recollection, adult education programming); a positive and stable marriage,= if married, or a mature celibate state of life, if single; active membership i= n a Christian community; capacity for obedience and fraternal communion; and a = deep spirituality and prayer life. The presence of these qualities, experienced = in kindness and humility, may demonstrate a call to the Order of Deacons.=

Additional considerations that need to be stressed are the element of readiness and the timeliness of one’s response to a vocation. Since inquirers to the diaconate have many commitments to family, career, employm= ent, community, and church service, it is a matter of prudential judgment to exp= lore not only whether the call to the diaconate is from the Holy Spirit, but also whether the inquirer is ready and able to respond to that call at the prese= nt time. (From the National Directory for Formation, Ministry and Life of Permanent Deacons in the United States, Paragraphs 166-168.)

= Discernment: The first step in discernment is in the hear= t of the individual and the stirrings of the Holy Spirit. When a call is felt, it must be te= sted within the context of the personal faith journey, the family (especially for those who are married), and the parish community. Discussion with the pastor or asso= ciate pastor, with deacons and other staff members is essential.

= Personal discernment: The first stirrings of a vocation = are often explored at a personal level and usually begin with seeking informati= on about the diaconate. Reflecti= on on the nature of a perceived call must include a spiritual dimension. The pastor and others on the parish staff are particular resources at this time.

= Family discernment: Since the majority of those who in= quire about a vocation to the diaconate are married, it is logical that discussio= ns with their spouse would take place early in the inquiry stage. Children, parents, siblings and ex= tended family should not be ignored in this process. The support of a wife is required = for married men. Therefore, suppo= rt and consent must arise from an informed understanding.

= Communal discernment: Discernment for a diaconal vocatio= n is not just a personal or family journey – it involves the entire church community. Indeed, a vocation= is normally validated by a local parish community as that is the context in which most vocations develop. It i= s the responsibility of the community, especially the pastor, to invite from among its members thosue who may be qualified to serve as ordained ministers of t= he Church. Similarly, those chur= ch and community agencies that have often carried out the Church’s mission of charity and justice have a unique opportunity to call forth appropriate nominees form among their personnel.

An inquiry about the diaconate and= the formation process eventually includes the diocesan Church. Information sessions, the explorat= ion of the criteria for a diaconal vocation, and particular counsel presented by t= he diaconate office can aid an individual in his decision to move forward to a formal application.

Readiness: Since inquirers to the diaconate h= ave many commitments to family, career, employment, community, and church servi= ce, it is a matter of prudential judgment to explore not only whether the call = to the diaconate is from the Holy Spirit, but also whether the inquirer is rea= dy and able to respond to that call at the present time.

Levels of Admission= : It is important to understand th= at admission to diaconal formation involves two hierarchical levels:

Inquirer: Is an individual who has met with, written to, telephoned or otherwise communicated with an official of the Office of the Diaconate indicating a serious interest in exploring admission to the diaconate; and/or an individ= ual nominated by his pastor. Individuals are verbally quick screened for such eligibility factors as age, marital status, residence, and ministry experience. If appropriate, t= he individual is provided with an information packet and put on the mailing list. The Office of the Diaco= nate maintains a record of the inquiry or nomination for 180 days. The general criteria for admission= are described in the next section. In the six-month period prior to the formati= on of a new cohort, inquirers who have received a recommendation from their pa= stor will be interviewed (with their family) and receive assistance in completing the application. Formation me= etings begin in the fall (of odd years). All inquirers are invited to participate in these meetings.

&n= bsp; The inquirer who seeks consideration for ordination to the diaconate needs to e= nter into dialogue with his parish community.&n= bsp; It is the pastor who initially presents him for consideration into diaconal formation through a letter that confirms he is a practicing Cathol= ic of good repute and in good standing.

Inquirer-Applicant<= span lang=3DEN style=3D'mso-ansi-language:EN'>:= Is an individual who has completed and filed the forms for admission= to the diaconate and has been notified in writing that the admission packet has be= en received. Applications are generally accepted only during the months of July through November, every o= dd year, unless a special arrangement has been made with the Diaconate Office.= If an application is received afte= r the November 30 deadline it cannot be considered. Applications are screened, and the admission’s packet audited by the staff in the order in which they are received. The notification of acceptance as an official applicant comes from the Formation Office. Applicant-Inquirers must participa= te in mandatory formation events, complete the Practicum on Personal Prayer and Discernment and join a “Discernment Circle.” Inquiry status is normally a six m= onth to one year period.

Aspirant. Admission as an aspirant means that the petitioner has been admitted= to the propaedeutic period (preparation for study or instruction) which ordina= rily covers one and 1/2 years. It = is marked by participation in the formation meetings, practicum in outreach and justice and in a “discernment circle,” and completion of a batt= ery of tests and interviews.

Candidate. Admission as a candidate means that= the petitioner has been invited by the Bishop to enter formal preparation for ordination that ordinarily covers 3 years.

<= span lang=3DEN style=3D'mso-ansi-language:EN'>General Criteria for Deacon Applic= ants

“...deacons must be respectable men whose word can be trusted, moderate in the amount of wine they drink and with no squalid greed for money. They must be conscientious believers in the mystery of faith. They are to be examined first, and= only admitted to serve as deacons if there is nothing against them…”= I Tim. 3:8-12

The applicant for the Diaconate in= the Diocese of Phoenix should be a man who:

· Is committed to and lives out Gospel values of justic= e, charity and service.

· Has shown leadership qualities in parish/diocesan ministry for the past five years.

· Has a prayerful disposition.

· If married, is in a stable and happy marriage (2 years minimum) and whose wife and children support him in pursuing the diaconate.=

· If not married, is willing to commit to celibacy.

· Situations of divorce/annulment will require special approval, in general, no more than one divorce/annulment and no children fr= om the first marriage.

· If a convert to the faith, baptism or profession made over 5 years prior to application.

· Is living within the geographical boundaries of the Diocese of Phoenix as a permanent resident of the United States.

· Is capable of college level work in theological studi= es and is open to spiritual and ministerial formation. (Has at least a high sc= hool diploma (no GED)).

· Can successfully pass a thorough criminal and financi= al background check.

· Is no younger than 30 and no older than 55 years to e= nter the process.

· Is capable of giving serious attention and time to theological study, spiritual formation and ministry.

· Has a stable work history (2 years).

· Has a positive attitude towards the Church and is flexible in adapting to the future needs of the Church.

<= span lang=3DEN style=3D'font-size:12.0pt;font-family:Symbol;mso-fareast-font-fam= ily: Symbol;mso-bidi-font-family:Symbol;mso-ansi-language:EN'>· Is formally presented for the diaconate by his pastor= who will see that he is mentored during the 5 years of formation.

<= span lang=3DEN style=3D'font-size:11.0pt;font-family:Symbol;mso-fareast-font-fam= ily: Symbol;mso-bidi-font-family:Symbol;mso-ansi-language:EN'>· Must be physically and psychologically healthy.<= /o:p>

<= span lang=3DEN style=3D'font-size:12.0pt;font-family:Symbol;mso-fareast-font-fam= ily: Symbol;mso-bidi-font-family:Symbol;mso-ansi-language:EN'>· Should demonstrate grateful fidelity to all the Church teaches.

Academically, can= didates are expected to complete, successfully, the college level courses offered through the Kino Institute of Theological Studies or equivalent program approved by the Director of Formation.

Successful completion of a course = means receiving a grade of C or higher. This standard applies to all courses.

Those men whose first language is = not English may have to take the TOEFL (Test of English as a Foreign Language) = and receive a score that represents an acceptable fluency in English.

Ministerially, it is expected that candidates have been actively involved in the Church's apostolate in thier parish or Catholic agency. Th= is may include programs of social ministry, educational ministry, liturgical minis= try, parish council, and so forth. Ministry in the area of social ministry has been the specific realm = of the diaconate since its birth in the Apostolic Church (Acts 6:1-6)= . These ministries include serving t= he poor, the hungry, the sick, the homeless, the handicapped, the elderly, the imprisoned, life issues, and so forth.&nbs= p;

Steps to Ordination=

Inquirer: Is an individual who has been recommended for formation= by his pastor, and is in the process of making application. The required mater= ials and review processes required for inquiry:

Reception of a letter of endorsement from his pastor; and

Completion of a basic information form.

Aspirant: Is an individual who has been formally accepted as a deacon aspirant by the Ordinary and is formally enrolled in the propaedeutic period:

Application has been audited and found complete.

o Staff Screening f= or disqualifiers and impediments.

Letter of petition from the individual to the Bishop has been received.
Letter of approval from his wife has been received if he is marri= ed.
Letters of recommendation have been received.
Transcripts from high school and college have been received<= /o:p>
Participation in required formation meetings.
Involvement in a Discernment Circle.
An interview of the couple with either the Associate Director of Formation, or with the Director, or delegate, has been completed.
Testing and Examinations completed including but not necessarily limited to the following:

· Medical Examination

· Dental Examination

· Educational Examinations as appropriate.

o The Director of D= iaconate Formation presents and overview of each applicant to the Committee on Admis= sions and Scrutinies. This body mak= es a recommendation to the Director of the Office of the Diaconate regarding the disposition of each applicant.

The Director of the Office of the Diaconate reviews the recommendation and the application to determine whether to forward it= to the Ordinary.
The Ordinary reviews the applicant’s file and decides wheth= er to invite the individual to enter the discernment process as an aspir= ant.

Candidate: Is an individual who has completed the aspirant process, and the evaluation process required for candidacy.

&n= bsp; The individual has been subsequently invited by the Ordinary to be admitted to candidacy for the diaconate. Enrollment among the candidates for the diacon= ate does not constitute any right necessarily to receive diaconal ordination. The formation process is a combina= tion of completing the Kino Institute of Theology and completing formation requirements scheduled by the Office of the Diaconate. The formation meetings and practic= a are designed to allow a formal discernment process to continue while the candid= ate is completing the School<= /st1:PlaceType> of Theology. <= /o:p>

The goal is to select men who measure well against a standard of excellence. This does not necessarily mean aca= demic excellence, but it does mean that any man admitted to the formation process will display major ministerial gifts and potentialities for excellence which are inherently diaconal. In other words, admission as a candidate is not to be based on meeting some minimal qualifying threshold, but rather admission is to be based on the display of rich talents neede= d by the Church of Phoenix to build and become the Bo= dy of Christ. In some fashion, each applicant is to exhibit characteristics in his way of ordinary life that po= ints to extraordinary capacity in diaconal ministry.

The Committee on Admissions and Scutinies interviews all aspirants in person. T= he committee shall have the entire application file available to them prior to= the review of the aspirant who has petitioned to be admitted to candidacy for formation. The members receiv= e an executive summary of the aspirant profile in advance of the interview.=

Aspirants applying for admission to candidacy for formation should be actively and visibly committed to ministry in the parish/diocese and must be well known = to the pastor or supervisor.

Documentation Req= uired for Candidacy

In order to advance to the candidate phase from the aspirant phase, the petitioner must have completed or be in the final stage= s of completing the following steps:

o Propaedeutic peri= od of discernment is completed and certificate is filed.

o Interview with Di= rector (wife and children are included if married with children.)

o Spouse interview = by the director or his delegate.

o Endorsement by pa= stor for Candidacy in writing. This typically also includes an interview with the Director of Formation and the pastor.

o Endorsement by th= e Discernment Circle Mentor.

o Recommendations f= rom parishioners (parish council, ministry team, etc.)

o An evaluative int= erview of the couple by a Deacon Couple appointed by the Committee on Admissions a= nd Scrutinies.

o Psychological Examination.

o Mate/Enrich or other measure= (s) of marriage stability and spirituality.

An affirmative staff review chaired by the Associate Director for Formation.
Employer recommendation and check of previous employment.
Criminal and Financial background check.

o Language proficie= ncy and academic assessment.

o Videotape on proc= lamation skills.

o Participation in = a group interview with the Ordinary.

Process for Advancement to Ordination

The staff of the Office of the Diaconate conducts an audit of the petitioner’s file to determine that all necessary docume= nts are present, that all of the mandatory evaluations have been completed, and that each required program phase has been passed. The following outline is an overvi= ew of the final steps in the process.

1. &n= bsp; Case Summary, giv= ing a profile of the petitioner, is prepared by the Associate Director of Formati= on.

2. &n= bsp; A recommendation = is forwarded to the Committee on Admissions and Scrutinies and for the Diacona= te Director.

3. &n= bsp; Director or his d= elegate conducts a candidacy interview.

4. &n= bsp; Candidate (and sp= ouse) is interviewed by the Bishop.

5. &n= bsp; Director’s recommendation is prepared for the Bishop.

6. &n= bsp; Bishop Case Revie= w. The Director and Associate Directo= r of Formation meet with the Bishop and present each man’s portfolio with board and staff recommendations.

7. &n= bsp; The Bishop makes = his decision on promotion to ordination.

8. &n= bsp; The Bishop notifi= es the petitioner of his decision in writing.

Installation to the Ministry of Reader

After completing = one year of Candidacy, candidates normally apply to be installed into the Ministry of Reader. The process for accep= tance into this ministry is as follows:

· Completion of the first year of theological studies a= nd formation (grade of “c” or better, no incomplete grades, etc.)<= o:p>

· Completion of the Practicum on Ministry of the Word.<= o:p>

· Letter presented to the bishop by the Candidate requesting installation as a reader.

· Spouse affirmation of support for their husband and consent of installation to the bishop.

· Evaluation and endorsement by the candidate’s Pastor and Mentor.

· Positive recommendation by the Committee on Admission= and Scrutinies.

· Call to Reader by the bishop.

Installation of R= eader normally takes place at the Piper Chapel in the Diocesan Pastoral Center in the fall = in even years.

Installation to the Ministry of Acolyte

After completing = two years of Candidacy, candidates normally apply to be installed into the Mini= stry of Acolyte. Installed Acolyte= s have special duties as ministers of the Altar.&= nbsp; The process for acceptance into this ministry is as follows:

=

· Completion of the second year of theological studies = and formation (grade of “c” or better, no incomplete grades, etc.)<= o:p>

· Completion of the Practicum on Ministry of the Altar.=

· Letter presented to the bishop by the Candidate requesting installation as an Acolyte.

· Spouse affirmation of support for their husband and consent of installation to the bishop.

· Evaluation and endorsement by the candidate’s Pastor and Mentor.

· Positive recommendation by the Committee on Admission= and Scrutinies.

· Call to Acolyte by the bishop.

=

Installation of A= colyte normally takes place at the Piper Chapel in the Diocesan Pastoral Center in the fall = in odd years.

=

Advancement to Ordinand= and Diaconate Ordination

The candidate satisfactory completes the following during the years of direct formation and each item must be duly documented in his portfolio:=

Completion of theological studies and formation (grade of “c” or better, no incomplete grades et= c.)

· = Six Month Internship in assigned p= arish.

· = Installation as Reader.=

· = Installation as Acolyte.

· = Final file audit demonstrates candidate’s portfolio (complete and free of disqualifiers.)

· = Ordinand’s interview with his pastor.

· = Pastor’s endorsement of Ordi= nation.

· = Comprehensive Examination passed.<= o:p>

· = First year ad experimentum assignment finalized and preliminary letter mailed to pastor and to ordinan= d.

· = Ordinand’s Retreat.

· = Placement Interview with Director = of the Diaconate.

· = Letter of Petition to the Bishop.<= o:p>

· = Certificate to the Bishop (Qualiti= es for Reception of the Order of Deacon from the Director.)

· = Interview with Bishop. (Wife to be included.)

· = Interview with the Diaconate Direc= tor. (Wife to be included.)

· = Certificate of readiness provided = by the Diaconate Director.

· = Consent of Wife if married (handwr= itten and signed.)

· = Profession of Faith and Oath of Fi= delity.

· = Faculties and assignment letter ma= iled from the Bishop.

Request by Candidate: At the conclusion of the formation journey, the candidate who, in agreement with the director, considers himself to have the necessary prerequisites for ordination, may address to the Bishop:=

· A declaration written in his own hand and signed by him, in which he attests that he is about to receive the sacred order freely and of his own accord.

· He will devote himself permanently to the ecclesiastical ministry.

· Asking at the same time that he be admitted to receive the order.

Audit: Prior to ordination, the Associate Director of Formation conducts an audit of the petitioner’s records to determine the following are prop= erly filed:

Certificate of Baptism.
Certificate of Confirmation.
The certificate of the ministries menti= oned in can. 1035.
The certificate of studies in accordanc= e with can. 1032.
Certificate of Marriage, if the ordinan= d to be promoted is married.
The hand-written consent of his wife if= the ordinand is married.

&n= bsp;

Certificate of Readiness: Having received the request of the ordinand,= the Bishop will evaluate his suitability by means of a diligent scrutiny. He will examine the certificate th= at the Director is obliged to present to him concerning the qualities required in = the candidate for the reception of the order, namely:

Sound doctrine.
Genuine piety.
Good moral behavior.<= /li>
Fitness for the exercise of ministry.
After proper investigation, a certifica= te of physical and psychological health.

3/20/2007

II. = Language Formation

Policy Sta= tement:

The goal of deacon formation is to ensure that the Spa= nish speaking community in the Diocese of Phoenix has an adequate presence of ordained ministers who can sanctify, teach and preach in the context of Spa= nish language liturgies, etc.

At the same time, each person who aspires to the Perma= nent Diaconate and does not speak English as a first language, is called to deve= lop their skills so that they can not only take courses in English, but can sanctify, teach and preach in the context of English liturgies, etc.

General Guidelines:

Deacon aspirants will be tested in their language skil= ls based on their primary language. If they are English speakers, they will be tested in their Spanish skills. If they are primarily Spanish Spea= kers, they will be tested in their English skills.

The first test will result in a recommended plan for language formation tailored to the individual. The candidate will be tested periodically throughout formation with milestones established. Ultimately, the newly ordained dea= con will be expected to converse in Spanish at a college level (for English speakers). Spanish speakers a= re expected to handle a course of study in English before they are accepted in= to Aspirancy. They are also expe= cted to be able to preach and teach in English within one year of post-ordinatio= n.

Time-line:=

Aspirancy- Appropriate Language Test is given in ̶= 0;PDF 206 Pastoral Spanish for Deacons” or in “PDF 207 English as a Second Language.” This will be added to the course descriptions. Aspirants will be given some optio= ns as where to or what to use to develop language skills. For example a college course, videos, tapes, or books. A customized plan for language skill devel= opment will be produced for each Aspirant.

Candidacy I – In “PDF 309 Proclamation of = the Word” course: Candidate= s are expected to be able to proclaim the Gospel in their secondary language with= no preparation. This will be add= ed to the course description.

Candidacy III - In “PDF 507 Homiletics Practicum,” Candidates are expected to clearly read a homily in their secondary language. This will= be added to the course description.

Post-Ordination Formation I, II, and III - Each year t= he Ordinand will be tested to see how conversational skills are improving in o= rder to meet the ultimate goals stated above.&n= bsp; Once the goal has been met, the Ordinand testing will cease. If the Ordinand achieves the goal = prior to ordination, they will be retested at least once in post- ordination to ensure they are maintaining the language skills.

3/20/2007

III. De= acon Formation Mentors

Mentors

280. The director of formation, with the approval and appointment of the bishop, should designate mentors from among deacons or priests who are knowledgeable and competent to assist him in assessing the potential and qualifications of those in formation. The mentor is equivalen= t to the “tutor” described in the Basic Norms for the Formation of Permanent Deacons. The mentor is charged with following the formation of th= ose committed to his care, offering support and encouragement. Depending upon t= he size of the formation community, a mentor will be responsible for one aspir= ant or candidate, or he may be invited to minister to a small group of aspirant= or candidates. Mentors receive their orientation and supervision from the dire= ctor of formation. They also help the director for pastoral formation facilitate theological reflection among those assigned to them. Mentors are members of= the formation team and are invited “to collaborate with the director of formation in the programming of the different formational activities and in= the preparation of the judgment of suitability.”(National Directory fo= r the Formation, Ministry, and Life of Permanent Deacons in the United States)

What is a Mentor Couple?

Form caring supportive relationships with deacon aspirant, candidates, and their wives in order to help them develop and succeed through their formation experience.
Assist the director of formation in evaluation of the aspirant, candidate and wives in their charge.

Ability to guide, tutor, active= ly listen and coach

Model of Diaconal Spiritualities and Ministry

Accountable to the Director of Formation

Functions of the Mentor Couple:

· Facilitates interaction at monthly discernme= nt meetings

· Maintain confidentiality

· Participates in annual orientation and train= ing events sponsored by the Diaconate Office

· Submit annual reports to the director of formation on each aspirant/candidates

· Report any problems, concerns, changes in address, etc as they arise to the Director of Formation

3/20/2007

IV.<= span style=3D'mso-spacerun:yes'> Formation Policy and Curriculum Bo= ard

&n= bsp;

Purpose= : &n= bsp; The Formation Policy and Curriculum Board is constituted to assist the Bishop a= nd the Director of Formation in matters of formation. The board functions by giving advi= ce on the planning, implementation and evaluation of the formation program for Permanent Deacons.

Members= hip: <= /span>The Board will be comprised of no fewer than ten and no more than fifteen membe= rs who have skills in curriculum development, formation work, discernment and supervision, spiritual direction, counseling, finances, planning, and organizational development. T= he members are appointed by the bishop to two year terms (staggered).

&nbs= p; &= nbsp;

All decisions and recommen= dations of the Formation Policy and Curriculum Board are to be presented to the Director of the Office of the Diaconate for review. They will then be forwarded to the Bishop for approval.

Meetings: The Board m= eets as needed but at least two times per calendar year.

Leadership: &n= bsp; The Associate Director for Formation chairs the Board. Other leadership is delegated as necessary.

3/20/= 2007

V. Admission and Scrutinies Committee=

Purpose= : &= nbsp; The Committee on Admission and Scrutinies serves at the discretion of the Bishop under the aegis of the Curriculum Policy Board. The responsibility of the committe= e is to review and recommend applicants to the Bishop through the Director of the Diaconate for admission to the Aspirancy and candidate formation, nominate aspirants for the Rite of Admission to Candidacy, and review and nominate c= andidates for installation into the ministries of lector, acolyte, and eventually, for ordination to the diaconate.

&n= bsp;

Members= hip: The committee will be compris= ed of no fewer then eleven and no more than thirteen members. The members are appointed by the b= ishop to two year terms (staggered)

= ;

All decisions and recommen= dations of the Admission and Scrutinies Committee are to be presented to the Direct= or of the Office of the Diaconate for review.= They will then be forwarded to the Bishop for approval.

Meetings: &= nbsp; The Committee meets as needed, but at least two times per calendar year.

Leaders= hip: The Assistant Dir= ector of Formation chairs the Committee. Other leadership delegated as necessary.

3/20/2007

VI. Candidate Theological Formation

The theological formation of deacon candidates is provided by the K= ino Institute of Theology or by another course of study that meets the formation requirements as specified in the Basic Standards of Readiness (an appendix = to the National Directory for the Formation, Ministry, and Life of Permanent Deacons in the Unite= d States). This course of study is supplement= ed by ministry courses provided by the Diaconate Office.

Candidates for the Permanent Diaconate must complete the course of studies with a grade of “C” or better. Faculty at the Kino Institute (or faculty at another approved school of theology) will be consulted regarding= the academic performance of the candidate.

All Candidates, regardless of their academic background or course of study, must satisfactorily complete the course titled: Integrating Seminar (CC115) prior = to ordination.

A description of the Kino Institute and other approved schools of theology follows:

The Kino Institute offers a certificate program in Theological Studies and Pastoral Ministry Formation with a specialization in Diaconal Studies. This two-year p= rogram covers a wide range of topics. The cost is $850 per academic year. These courses are offer= ed at the Diocesan Pastoral Center and at other locations throughout the diocese. A grade of “C” or better is required to qualify for diaconal formation.

The Kino Institute offers a similar program in Spanish called the “Caminante.”

The University of L= oyola, New Orleans, Institute for Ministry (LIMEX) offers a Master of Arts degree in Pasto= ral Ministry or a Master of Arts in Religious Education. These courses are offered in various locations in the Diocese of Phoenix. Completion of this degree sat= isfies the requirements for diaconal formation*.

Ave Maria University offers a Master of Theological Studies degree. These courses are offered at = the Diocesan Pastoral Cente= r. Completion of this degree sat= isfies the requirements for diaconal formation*.

Catholic Distance Unive= rsity (www.cdu.edu) offers a master̵= 7;s degree in religious studies*. This is an on-line program.&nb= sp; Completion of this degree may satisfy the requirements for diac= onal formation however, it is only available to those students for whom oth= er options are not available due to distance.

Catholic Distance Unive= rsity (www.cdu.edu) also offers a certif= icate (undergraduate) program in theological studies*. These courses must be supplem= ented by courses offered through the KINO Institute. This is also only available to those who live a great distance from the location of Kino Courses.

Theological programs of study must be approved by the Bishop.

7/17/08

VII. Withdrawal from Formation

It occurs now and then that an aspirant or candidate f= or the Permanent Diaconate withdraws from formation. The following policies apply to th= ese situations:

Inquirer: When an inquirer leaves formation = for any reason at any time, a note is made in their file to that effect. A note is sent to their pastor inf= orming him that the person he has sponsored is no longer being considered for formation.

If the decision to withdraw was made by the Inquirer, = no further action is taken. If t= he decision to withdraw was made by the Office of the Diaconate, the Director = of Formation will determine the method of communication and whether or not oth= er actions are deemed necessary. Other actions may include, but are not limited to, personal visit, follow-up phon= e or email communications, etc.

Aspirant a= nd Candidate

Voluntary withdrawal:= Upon receipt of written notice that an aspirant or candidate has withdrawn from formation, the Director of Formation will notify the Bishop,= the Director of the Diaconate, the Admission and Scrutinies Committee, the aspirants pastor and mentor. = A meeting with the aspirant will be arranged and a report will be filed. Follow-up activities may ensue at = the discretion of the Formation Director, including phone or email communicatio= ns, personal visits, etc.

Involuntary Withdrawal: Upon recommendation of involuntary withdrawal by the Admission and Scrutinies Committee, the Director of Formation will notify the Bishop and = the candidate/aspirant’s pastor and mentor. A meeting will be arranged between= the pastor, the mentor, the candidate/aspirant (and his wife) and others who may be inv= ited at the request of the staff or the candidate/aspirant, at which time they w= ill be notified of the action and the reasons for taking it

Follow-up activities may ensue at the discretion of the Formation Director, including phone or email communications, personal visit= s, etc.

Leave of A= bsence/ Break in Formation and Reinstatement

Inquirer: If an inquirer either requests or is asked to take a postponement in their format= ion, a note is made on their file and the pastor is notified. The Director of Formation will det= ermine what, if any, follow-up is needed on a case-by-case basis.

If at some time, the inquirer wishes to return to form= ation, they will need a letter of support from their pastor, an updated application and any other materials that are deemed necessary by the Admission and Scrutinies Committee. Upon completion of these steps, the Inquirer will be permitted to rejoin formati= on, though normally with a different cohort.

Aspirant: If an aspirant decides to delay his request for Candidacy or if the Admission and Scrutinies Committee recommends that a delay occur, the Director of Formati= on, upon written or verbal notice of such, will meet with the aspirant to aid in the discernment of status. The Bishop, the Diaconate Director and the aspirant’s pastor and mentor a= re notified. A note is attached = to his file specifying the conditions of his delay.

Contact with the aspirant will be maintained during th= is time and until the aspirant either applies for readmission or asks for termination of formation.

To be reinstated, the aspirant must request such in wr= iting, the aspirant’s pastor must send a letter of support and any other conditions stipulated at the time of his withdrawal must be met. The Admission and Scrutinies Commi= ttee will review the petition, interview the aspirant (and his wife) and advise = the Director of the Diaconate regarding the merits of the petition.

If the petition is accepted, the aspirant will join a = new cohort of aspirants and resume all other aspects of formation. If the petition is not accepted, t= he Director of Formation will meet with the aspirant, their pastor and mentor = (and wife) to discuss termination of formation.

Candidate: If a deacon candidate decides to take a leave of absence during their candidacy = or if the Bishop requests such an action, the Director of Formation will meet = with the candidate, their pastor, and mentor (and wife) in order to discern and communicate the conditions of this leave, especially the length of the term= of absence, the nature of supervision and any goals that are to be achieved du= ring this period. A letter specify= ing those conditions will be generated, sent to the appropriate parties and a c= opy will be placed in the candidate’s file. Contact with the candidate will be maintained during this time and until the candidate either applies for readmission or asks for termination from formation.

To be reinstated, the candidate must make a request in writing and receive written support from their pastor. The candidate (and his wife) will = meet with the Director of Formation to begin the process of reinstatement. The candidate (and his wife) will = also meet with the Admission and Scrutinies Committee who will advise the Bishop= on the merits of the petition. T= he Bishop will determine whether or not the candidate is ready for readmission. The burden of pr= oof of readiness for ordination rests with the candidate.

If it is determined that the candidate is to be readmi= tted, the Director of Formation, with advice from the Admission and Scrutinies Committee, will determine the best way for this to occur. It is likely that the candidate wi= ll join a different cohort.

In the event that it is determined that the candidate = is not ready for reinstatement, the Director of Formation will meet with him to determine an appropriate course of action.

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VIII. Transfers<= /b>

Coming into the Diocese:

When a person applies for admission to formation, they sometimes do so after being accepted into various stages of formation in another diocese. The Admissio= n and Scrutinies Committee will determine what, if any, affect this formation will have on the status of the application.&nbs= p; In any event, if it is determined that an applicant was formally accepted into diaconal formation in another diocese, a letter of recommenda= tion will be required from the director of formation in the previous diocese.

Leaving the Diocese:&= nbsp;

Inquirers: no action is taken and no recommendations a= re given.

Aspirants and Candidates: See the policy on voluntary withdrawal. A letter of recommendation may be sent if the Aspirant or Candidate wishes to continue formation in their new home.

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IX. Spiritual Direction=

Deacon candidates are expected to acquire a Spiritual Director who will assist them in the development of their spirituality. This person must be a priest resid= ing in the Diocese of Phoenix and must have the approval of the Bishop.

The Spiritual Director may not be a pastor or other pr= iest who serves in any supervisory capacity over the candidate.

The name and the phone number of the Spiritual Directo= r will be kept on file in the Diaconate Office.

Inquirers and aspirants are encouraged to avail themse= lves of a Spiritual Director, as well.

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X. Formation Instructors

Those selected to instruct deacon Inquirers, Aspirants= , and Candidates, must meet the following criteria:

1. Roman Catholic in good standing.

2. Demon= strates grateful fidelity to the teachings of the Catholic Church.

3. Compl= etion of Call to Protect Training.

4. Master’s degree in a field relevant to the course of study.

5. Appro= val of the Bishop.   (Approval is implied for all priests and deacons incardinated in the Diocese of Phoenix = as well as for directors or associate directors employed at the Diocesan Pastoral Center, or members = of the Diaconate Curriculum Formation Board.)

6/ In th= e event that a course is taught by a team (two or more instructors), the lead teach= er of the course must meet the above qualifications. Those who assist must have the app= roval of the Associate Director for Formation.

Unless an instructor is a Director or Associate Direct= or of an office at the Diocesan= Pastoral Center, a stipend will be paid commensurate with the nature of the course that is taught as follows:

8- hour course (Saturday only): $250

12- hour course (Friday and Saturday): $500

18- hour course (Friday – Sunday): $750

Courses that do not fit one of the above models will be compensated at a pre-arranged fee. In the event that a course is taught or facilitated by more than one person, the fee will be prorated accordingly.

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XI. Formation Costs

The cost of formation is shared by the Inquirer/Aspirant/Candidate (and spouse), the parish and the diocese. While there is no intention to imp= ose an undue burden on the participants, it must be understood that those applying= for diaconate formation must have some financial means at their disposal.

Applica= tion Fee:      &nb= sp;            = The application fee of $100 covers the cost of processing each application, and= is intended to partially offset the cost of evaluating the applicant (psychological evaluation, marriage evaluation and background check).

Theolog= ical Study:      &= nbsp;           The cost of theological study is the responsibility of the candidate. It is recommended that Candidates request financial assistance from their parish or from the local council of= the Knights of Columbus. Candidat= es with financial hardship may also apply to the Diaconate Foundation for scholarship assistance. See p= olicy VI for information on the costs of theological formation.

&n= bsp;

Ministe= rial Formation:     &nb= sp;      Ministerial formation is fully funded by the Diaconate Office, however, text books used= for these courses are not generally provided and must be purchased by the inquirer/aspirant/candidate. Transportation, snacks and meals are the responsibility of the participants. Occasionally, formation events will be held at remote locations. In these instances, the cost of lo= dging is the responsibility of the participants.

&n= bsp;

Practic= a:        &= nbsp;           &nbs= p;             = The inquirer/aspirant/candidate is responsible for all costs associated with the completion of the various practica.

&n= bsp;

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&n= bsp;

XII. Complaints Against Deacon Inquirer= s, Aspirants, and Candidates

= 1      = Guidelines

Complaints against those in formation may surface occasionally. The following guidelines will be used for complaint management and a= re based on fundamental values and principles including these:

a=       = Respect for the human person and everyone’s right to a good name and reputati= on.

b=       = The common good of the Holy Catholic Church and her faithful.

c=       = The right of the inquirer/aspirant/candidate to receive objective information, particularly regarding personnel policies and procedure of the Church as th= ey affect him.

d=       = The well-founded possibility of facilitating reconciliation.

e=       = The right to due process.

= 2      = Conflict Management

a=       = Every non-anonymous complaint against a man in formation will be investigated.   The procedure will be depend= ent on the situation.

b=       = Complaints are accepted, ordinarily, only if the complaints were taken to the person(s) involved without success and there is no other intermediary.

c=       = The manner in which the complaints are handled must convey to the Inquirer/Aspirant/Candidate that no judgment is made concerning the validit= y of the complaints until his side is heard.

= 3      = Allegations of Sexual Misconduct with a Minor

This Policy does not addre= ss allegations of sexual misconduct with a minor. Such matters are subject to an ent= irely separate process under the roman Catholic Diocese of Phoenix Policy on Sexual Misconduct by Diocesan Personnel.   Such matters are to be immediately reported to the appropriate law enforcement agency with notification to the Youth Protection Advocate of the Diocese of Phoenix.

= 4      = Allegations of Inappropriate and Unprofessional Behavior

Allegations of criminal se= xual misconduct are reported to the appropriate law enforcement agency. Inappropriate, but non-criminal se= xual behavior or other unprofessional behavior is reported to the Associate Dire= ctor of Formation.

a=       = Inquirers or Aspirants who receive a credible accusation of inappropriate behavior are subject to removal from diaconal formation.

b=       = Candidates who receive a credible accusation will be required to take a leave of absen= ce until such a time that the accusation is dismissed. In the event that an accusation is proven to have merit, a review will be conducted by the Admission and Scrutinies committee and a recommendation will be made to the Bishop.

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XIII. Call to Protect

&n= bsp;

Prior to acceptance as a Deacon Aspirant, Inquirers wi= ll be asked to complete the diocesan Call to Protect Training. They are also expected to update t= heir training on an annual basis or as required by the Bishop.

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XIV. Wives and Children of Inquirers, Aspirants and Candidates

=

A family life perspective is rooted in the challenge o= f Pope John Paul II as stated in Familaris Consortio: “No plan for organized pastoral work at any level must ever fail to take into consideration the pastoral area of the family.”

Each participant must explore ways to keep his family = life a priority in the face of growing demands of formation and ministry, which include issues of age, faith, health, economics, employment, and relationsh= ips.

In deciding to pursue a possible diaconal vocation, a married man must comply with the wishes of his wife, in a spirit of mutual commitment and love. A wife i= s an equal partner in the Sacrament of Matrimony and is an individual person with her own gifts, talents and call from God.&= nbsp; A candidate’s diaconal formation can be a unique and challengi= ng situation and opportunity for his wife.&nb= sp; She should be involved in the program in appropriate ways. The Church has determined that a m= arried man cannot be considered for the diaconate without the consent of his wife. After ordination, a deacon’s wife needs to “be duly informed of her husband’s activities in order to arrive at a harmonious balance between family, professional and ecclesial responsibilities.” (Directory on the Minis= try and Life of Permanent Deacons, no. 61)

Spouses are welcome to attend all facets of formation = and the Director of Formation will ensure their inclusion. The Director of Formation will also clearly indicate to the those in formation what elements of the formation process require the participation of the wives.

Wives of those in formation will be provided opportuni= ties for spiritual growth throughout the formation process and will be consulted= to ascertain their questions and concerns.

Children of the participants will also be included in appropriate ways. Younger chi= ldren and teens are especially encouraged to express their concerns about the public = role of this ministry and how it affects their lives both within the family and among their peers.

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XV. Discernment Circles

Beginning with the Inquiry phase of formation, partici= pants and their wives are expected to form a small faith community with others in formation. This “Discernment Circle” will provide a great deal of the “spiritual” formation of the deacon, give them an opportunity to discern their role in formation and wit= hin the diaconal community, and to receive mentoring from an experienced deacon couple.

Discernment Circles generally meet on a monthly basis = at the home of one of the participants. The format may vary (an optional format is detailed below). A deacon and his wife serve as men= tors to the circle.

Deacon Mentors: (See policy III. Deacon Formation Mentors)

Each = Discernment Circle must maintain a registry with the Diaco= nate Office. Participants who wish= to make changes in their circle or who wish to transfer to another circle, may= do so only with the approval of the Director of Formation, and all involved mentors.

Each aspirant and candidate must, on an annual basis, = report to the Director of Formation on their involvement in the Discernment Circle. It is important that any problems = or issues that surface as a result of this involvement be reported in a timely manner as well.

Here is a sample agenda for a circle, but it can vary depending on the situation: =

1.&n= bsp;     Greeting

2.&n= bsp;     Liturgy of the Hours <= /span>(A different leader each month)

3.&n= bsp;     Scripture: Proclamatio= n and Reflection – A leader is assigned for ea= ch month

4.      God Moments: (Each person gives a 1 or= 2 minute sharing on some way that God has touched them over the last month. The deacon couple leads the God Mo= ment reflections)

5.&n= bsp;     Intercessions:<= /b> A different person l= eads the prayers of the faithful each month.&nb= sp; Intentions are invited from the group as well.

6.&n= bsp;     Monthly Program= (A different couple is responsible for the program each month. The Deacon Couple, one member or a couple might make a presentation on a topic related to discernment, or there might be a video, a shared book or article, or a guest speaker such as a priest, deacon, SVDP president, etc. Some groups occasionally make fieldtrips and conduct the circle meet= ing at that site.)

7.&n= bsp;     Fellowship = (The host couple generally provides a light refreshment. Some groups gather around a meal.)=

8.      Circle Sharing <= span style=3D'font-size:11.0pt;mso-bidi-font-size:12.0pt'>(This is facilitated b= y the deacon couple. The group gath= ers in a circle for sharing. Sometim= es everyone shares, at other times only one or a few share. This is an intimate time of giving= of one’s self to others in a shared story telling of the discernment journey.)

9.      Setting the Next Discernment Circle Meeting

10.&= nbsp;    Closing Prayer and Ble= ssing

The circle may want to hold occasional socials or other programs for the entire family.

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