Candidate Step-by-Step Guide Updated October 2014



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West Ohio Candidacy Summit Process Candidate Step-by-Step Guide Updated October 2014 Candidate s name: Step 1. Prior to Candidacy Summit Contact a clergy-person in your ministry setting or another UM clergy. Read and discuss The Christian as Minister with her/him. Be a member of a UMC or a baptized participant of a recognized UM campus ministry or other UM ministry setting for one (1) year. Send letter by email to your DS AND copy your dcom Chair/Registrar, indicating the following: Completion of The Christian as Minister and e-mail address/phone number of minister Name/Contact information of your ministry setting (local church/campus ministry etc) Involvement in your ministry setting Statement of call (half-page) Request entrance into Candidacy Process Attend interview with District Superintendent. Interview Date: / If ready, the Office of Ministry is notified. An introductory dcom interview may be scheduled. If there are reservations for any reason, the candidate interviews with the dcom. Receive Summit Information from the Office of Ministry. Date: / Step 2. Candidacy Summit Registration (West Ohio Forms and OCAS) Due Dates: July 1 (for August Summit) or December 1 (for January Summit) Return the following to the Office of Ministry: Autobiographical Statement (submitting via e-mail is preferred) Permission to Release Personal Information Form (background/credit check pdf or hard copy) Notarized Statement (must mail hard copy) Complete on-line registration for the Summit Retreat (automatically sent to the Office of Ministry) Payment for Summit Retreat ($125)* Payment for Background/Credit Check ($75)* Background/Credit check (completed by the Office of Ministry) *Retreat and Background check can be paid as part of the on-line Summit registration or a check can be mailed separately. Candidate Step-by-Step Guide Candidacy Process 2.1

Using OCAS complete the following in order: (Do not pay attention to the projected dates on the website.) Add candidacy@gbhem.org to your contact list/address book. E-mail Rev. Amy Aspey (aaspey@wocumc.org) and she will enter you into the Online Candidacy Application System (OCAS). Once entered, you will receive an email inviting you to login to at www.canapply.gbhem.org Complete Candidacy Application Form (Form 101, Part 1) Pay $75 (on-line only) Candidacy Guidebook and Psychological Assessment Tool fee The psychological assessment tool will be used at the Summit Retreat. Print Release Form (Upon completion, place in your personal file and electronically mark the step complete on the OCAS system. You do not need to send this to the Office of Ministry.) Personal Data Inventory Form (PDI) & Personal/Professional Reference Form Prepare for Summit Mentoring Group (Complete prior to Summit Retreat) Form a Prayer team Invite a 3-5 person team who will pray for you during this journey Read 1 Samuel 3, Esther 1-4; 8, Acts 9:1-31 and Candidacy Guidebook pgs. 16-19 Reflection Exercise: Write your call story. (2 page maximum) Read and journal exercises in Candidacy Guidebook pgs. 33-46 Step 3. Candidacy Summit Attendance (August or January) Two Mentoring Group Sessions Photograph taken by Summit photographer Take Psychological Assessment Step 4. Post-Candidacy Summit Mentoring Group Sessions Mentoring Group Session Three Date: / Mentoring Group Session Four Date: / Mentoring Group Session Five Date: / Psychological Assessment Schedule an appointment with your assigned assessor (assigned by the Office of Ministry) to discuss your results Psychological Assessment Report Date: / Pay the $300 fee to the assessor and inform your mentor when this is complete. After the appointment, the assessor will send the report to the Office of Ministry. pg 2.2 West Ohio Conference District Committee West on Ohio Ordained Conference Ministry Candidacy Handbook Summit - 2014 Process Edition

Step 5. Preparation for dcom Certification Interview Mentor submits mentoring report to the Office of Ministry. Submit transcript or copy of diploma providing proof of graduation from accredited high school or certificate of equivalence to the Office of Ministry. Complete physical and submit medical report (Form #103) to the Office of Ministry. Submit three sealed reference forms to the Office of Ministry. The references used as part of the PDI/References on Step 2 do NOT apply because they are sent directly to the designated ministerial assessment specialist and are not received by the Office of Ministry. You can, however, contact the same references for the completion of this step. The form is available on the Summit website. Contact Pastor AND dcom Chair to schedule a PPRC meeting at your church (dcom Representative facilitates meeting). PPRC Meeting Date: / Complete the following written requirements for your PPRC and dcom interviews: Write a statement of call as outlined in the The Book of Discipline 310.2a (i)-(vi) Answer Wesley s historic questions (The Book of Discipline 310d) Provide written agreement to highest ideals of the Christian life (The Book of Discipline 310.2d) E-mail all of the above to the Pastor, PPRC Chair, dcom Chair/Registrar and Office of Ministry PPRC interview dcom facilitator will send minutes and completed Form #102 to the District Office. Recommended (Pastor shall contact the DS to request a special session of the Charge Conference and schedule a meeting at your church to request approval.) Not recommended (Candidate contacts the dcom Chair.) Charge Conference Presiding Elder will send completed Form #104 to the District Office. 2/3 vote and written ballot is required. Recommended (Candidate contacts the dcom Chair requesting Certification Interview.) Not recommended (Candidate contacts dcom Chair.) Step 6. dcom Interview dcom Chairperson completes Form 113. 3/4 majority vote and written ballot is required. Certify (Yes) Delayed (Not yet; specific focus areas may be assigned.) Discontinue (Discontinued from the candidacy process.) After interview, meet with dcom Chair to discuss next steps. Candidate Step-by-Step Guide Candidacy Process 2.3

Financial Obligations during Candidacy $75 for Background/Credit Check Payable to the West Ohio Conference $125 for Summit Retreat Payable to West Ohio Conference The Retreat and Background check can be paid as part of the on-line Summit registration or a check can be mailed separately. $75 for Candidacy Guidebook and psychological assessment tool OCAS step, payment on-line only $300 for your Psychological Assessment Payable to the Assessor at the time of your appointment Important Dates December 1, 2014: January Summit Registration Deadline All West Ohio AND OCAS steps must be received by this date. January 9-10, 2015: Candidacy Summit Retreat at MTSO July 1, 2015: August Summit Registration Deadline All West Ohio AND OCAS steps must be received by this date. July 31 August 1, 2015: Candidacy Summit Retreat at MTSO Submissions All paperwork should be sent to the attention of: Amy Aspey Director of Clergy Professional Development 32 Wesley Blvd, Worthington Ohio 43085 aaspey@wocumc.org pg 2.4 4 West Ohio Conference District Committee West on Ohio Ordained Conference Ministry Candidacy Handbook Summit - 2014 Process Edition

West Ohio Candidacy Process Candidate s Organizational Page This does not need returned to the Office of Ministry. It s an optional organizational tool. West Ohio Conference Contact Information Address: West Ohio Office of Ministry Attention: Rev. Amy Aspey 32 Wesley Blvd Worthington, OH 43085 Website: www.westohioumc.org (*All West Ohio forms are available on-line.) Phone: 614.844.6200 or 1.800.437.0028 Email: Rev. Wade Giffin, Director of the Office of Ministry: wgiffin@wocumc.org Rev. Amy Aspey, Director of Clergy Professional Development: aaspey@wocumc.org (Submit paperwork to Amy) Ms. Susan Thomas, Administrative Coordinator: sthomas@wocumc.org District Information (fill in): District District Superintendent Phone E-mail dcom Chair Phone E-mail dcom Registrar Phone E-mail Mentor Information (fill in at Summit Retreat): Mentor 1 Phone E-mail Mentor 2 Phone E-mail Financial Obligations during Candidacy $75 for Background/Credit Check, payable to West Ohio Conference $125 for Summit Retreat, payable to West Ohio Conference $75 for Candidacy Guidebook and psychological assessment tool, OCAS step, payment on-line $300 for your Psychological Assessment, payable to the Assessor Important Dates December 1st: January Summit Registration Deadline All West Ohio AND OCAS steps must be received by this date. July 1st: August Summit Registration Deadline All West Ohio AND OCAS steps must be received by this date. Candidacy Process 2.5

Candidacy Summit Retreat Overview Candidacy Summit Retreats are held twice a year, in early August and early January, at the Methodist Theological School in Ohio. As of January 2013, all candidates entering the West Ohio Candidacy Summit Process must attend a Summit Retreat and participate in a mentoring group. A typical retreat begins Friday morning and ends by early evening on Saturday. During a Candidacy Summit Retreat, candidates will experience: Worship Orientation to Ministry Workshops on Elder, Deacon, Local Pastor and Educational Routes (participants attend two) Reflection Exercise Two Mentoring Group Sessions Fellowship with other candidates Photograph (*Office of Ministry will up-load to electronic file.) Psychological Assessment (*Office of Ministry will up-load to electronic file.) For more information go to www.westohioumc.org/conference/candidacy-summit pg 2.6 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition

Licensed and Ordained Ministries Overview Book of Discipline 2012 Licensed Ministry Local Pastor ( 315-320) Licensed to pastoral ministry to perform the duties of a pastor in a local church setting Not required to itinerate License and Appointment renewed each year Equipped through Course of Study (COS) classes or seminary if on an ordination track Associate Member ( 321-322) Permanent License to Pastoral Ministry to perform the duties of a pastor in a local church setting Itinerant Ministry Equipped through Course of Study (COS) classes and minimum of 60 bachelor hours Ordained Ministry Deacon ( 328-330) Local Church or Appointment beyond the Local Church Ordained to Word, Service, Compassion and Justice Non-Itinerant Clergy who seek their own employment, which may become an appointment with the bishop s approval Equipped through graduate and/or seminary training Elder ( 332-334) Pastoral Charge or Extension Ministry Ordained to Word, Sacrament, Order and Service Itinerant Clergy appointed to serve by the bishop Equipped primarily through seminary training (although alternative educational routes are possible; see 2.5) Note: In West Ohio Conference, all education requirements for full membership must be completed before commissioning/ provisional membership. Candidacy Process 2.7

Tracks for Licensing and Ordination The Book of Discipline 2012 Local Pastor Track ( 318) High School Education (or equivalent) Certified candidate for no more than twelve years (once licensed, twelve year rule does not apply) Completion of Local Pastor Licensing School Appointed by Cabinet to an approved ministry setting Approval by dcom FT LP must complete 4 courses per year in Course of Study (to be completed in 8 years) or be enrolled in a University Senate approved seminary or college or university PT LP must complete 2 courses per year in Course of Study (to be completed in 12 years) or be enrolled in University Senate approved seminary or college or university Annual renewal of License for Pastoral Ministry Associate Member Track ( 322) High School Education Must be at least 40 years of age Minimum of 60 hours toward Bachelor s Degree from University Senate approved college or university Basic COS (5 year); no more than one-half online or correspondence Full-time Local Pastor for minimum of 4 years Fully itinerant Permanent License as Associate Member Seminary Track for Elder ( 324.4) High School Education Bachelor s Degree from University Senate approved college or university M.Div. Degree from University Senate approved seminary Certified candidate for at least one year and no more than twelve years (once licensed, twelve year rule does not apply) Provisional Membership (2 year minimum full time) Full Membership and Ordination as Elder pg 2.8 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition

Local Pastor Track for Elder ( 324.6) High School Education Must be 40 years of age Bachelor s Degree from University Senate approved college or university Basic COS (5 year); no more than one-half online or correspondence Advanced COS (32 hours) Provisional Membership (2 year minimum full time) Full Membership and Ordination as Elder Seminary Track for Deacon ( 324.4) High School Education Bachelor s Degree from University Senate approved college or university Masters Degree from University Senate approved seminary or in the area of specialized ministry Basic graduate theological studies (24 semester hours) Certified candidate for at least one year and no more than twelve years Completion of Formation Event Provisional Membership (2 year minimum full time) Full Membership and Ordination as Deacon Professional Certification Track for Deacon ( 324.5) High School Education Must be 35 years of age at time of certified candidacy Bachelor s Degree from University Senate approved college or university Professional Certification or License in area of specialized ministry with 8 semester hours of graduate academic credit Basic graduate theological studies (24 semester hours) Certified candidate for at least one year and no more than twelve years Completion of Formation Event Provisional Membership (2 year minimum full time) Full Membership and Ordination as Deacon Candidacy Process 2.9

Transfer from Another Methodist Denomination ( 347.2) Ordained Clergy transfer for Full or Provisional membership or Local Pastor verified by GBHEM (credentials and education) Notarized Statement, Background Check, Psychological Report submitted Educational Requirements met of the UMC verified by GBHEM Receive approval from the Available Personnel Committee (APC) Transfer from Another Denomination ( 347.3) Ordained Clergy transfer for Provisional membership or Local Pastor verified by GBHEM Notarized Statement, Background Check, Psychological Report, Medical Report submitted UMC Educational requirements met and verified by GBHEM Provisional Membership (2 year minimum full time) Completion of UM history, doctrine, polity Full Membership and Ordination as Elder All clergy tracks require the West Ohio Conference boundaries training. Training from other sources (e.g. seminary) does not qualify. pg 2.10 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition

Lay Servant Ministries Overview The Book of Discipline 2012 ( 266-271) Title Local Church Lay Servant Serve primarily in the local congregation Requirements Pastor and charge conference approval Complete the Basic Course in LSM File annual report Take a refresher course every 3 years Certified Lay Servant Local Church Lay Servants who have taken an advanced course in LSM; serve in the local congregation and beyond Pastor and charge conference approval Take an advanced course after the Basic Course File annual report Complete 1 advanced course every 3 years Lay Speaker Certified Lay Servants who provide pulpit supply Required Courses: - Discovering Your Spiritual Gifts - Leading Prayer - Preaching, Leading Worship - Living Our United Methodist Beliefs (UM Heritage) - Life Together in the United Methodist Connection (UM Polity) (Are Certified Lay Servants) Pastor and charge conference approval Complete the required courses for lay speaker Interview with District Committee on LSM Approved by annual conference Committee on Lay Servant Ministries File annual report Every 3 years complete 1 advanced course and interview with District Committee on LSM Certified Lay Minister Certified Lay Speaker or Servant who is assigned by the District Superintendent to a particular ministry within the district or annual conference (Certified Lay Servant--recommended) Pastor and charge conference approval DS approval Apply to district Committee on Ordained Ministry Complete required course work Certified by Director of Connectional Ministries Recertify every 2 years Candidacy Process 2.11

Other Lay Ministry Opportunities Deaconess (laywomen) / Home Missioner (laymen) 1314 Commissioned laypersons to life-long, full-time service Approved through United Methodist Women Commissioned to serve in church-related or helping profession Appointed by Bishop Certification in Specialized Ministry www.gbhem.org/ministry/certification-specialized-ministry For Laypersons and Ordained Clergy Certifications Approved by Division of Deacons Three tracks: 1. Professional (for lay, licensed, or ordained leaders who have an undergraduate degree and take graduate level courses) 2. Undergraduate (for undergraduate students) 3. Paraprofessional (for those who do not have a college degree and are working or volunteering in a specialized ministry) Twelve areas of specialized ministry: Camp/retreat ministry Children s ministry Christian education Collegiate ministry Evangelism Ministry with the poor Ministry with people with disabilities Music ministry Ministry with older adults Spiritual formation Urban ministry Youth ministry pg 2.12 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition

Steps To Becoming A Certified Lay Minister (CLM) Date Completed: Contact the pastor of your church. Complete the Certified Lay Ministry Academy application. This requires the signature of your District Superintendant, pastor, and your three reference letters. Mailto: West Ohio Conference Office, 32 Wesley Blvd., Worthington Ohio 43085. Complete the Notarized Statement Background Check Form. Request that your District Committee on Ordained Ministry (DCOM) begin your certified lay ministry file, and ask when you should do an introduction interview. Schedule accordingly. Read Christian as Minister. Discuss what you learned with your pastor. Ask your pastor to schedule a time for the Church Council or Administrative Board to cast a vote regarding their affirmation of your call as a CLM. Plan to complete the Lay Speaker Courses of Study. Due to the availability and timing of Lay Speaker training, candidates need only to verify its completion prior to being granted the final certification as CLM. Local Church Lay Servant Basic Course Certified Lay Servant Advanced Course Lay Speaker Course of Study Discovering You Spiritual Gifts Leading Prayer Go Preach Leading Worship Living Out United Methodist Beliefs Life Together in the United Methodist Church Complete the Certified Lay Ministry Academy. A course of study is available at the West Ohio Conference or at westohioumc.org/clm. Write and submit a one page summary of your reflection and learning after each Academy session to your District Office that is marked for your Lay Ministry file. Candidacy Process 2.13

If your pastor is unable to assist you in the process to become a CLM, request that your District Superintendant or DCOM provide you with a mentor. This assignment should be made in writing. Complete appropriate training for the ministry context that you are called (e.g. rural chaplaincy, Christian education, spiritual formation, church business administration, counseling, etc.). Provide a copy of the Certified Lay Ministry Academy Certificate of Completion to your District Office. Submit your Mutual Ministry Plan to your District Office. Send a letter to the Chair of the DCOM designated interview team requesting an interview for CLM certification. Review your Ministry Candidate file to ensure that it is complete. Attend Annual Conference for the day that the newly certified CLM s will be recognized. Recertify bi-annually with your DCOM interview team. Complete an Annual Report including the latest Mutual Ministry Plan to maintain certification. Recertification Provide a copy of the latest Mutual Ministry Plan Provide evidence of a Ministry review by Church Council, Administrative Board, or Charge Conference where assigned. Provide evidence of participation in continuing education in the specialty area you ve identified (Lay Servant Ministry Advanced Course(s), Rural Chaplains Focus Events, Nursing Courses, Christian Education Events, etc.). pg 2.14 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition

Certified Lay Minister Mutual Ministry Plan Between (CLM) And (Congregation) (Date) 1. Local Church Description and Mission: (Brief) 2. Members of the Mutual Ministry Team (MMT) Briefly describe this key group s role, when they meet and function of each on the team. a) CLM Name i. Narne ii. Responsibilities b) Equipping Clergy (CLM pastor or DS assigned) i. Name ii. Responsibilities c) District Superintendent i. Name ii. Responsibilities d) Congregation Members (name/ro(e) i. Name/role ii. iii. iv. Name/role Name/role Name/role e) Others as agreed i. Name/role ii. Name/role 3. Expectations of Certified Lay Minister a) Duties clarified (ie. Teaching, leading worship, prison ministry, community health ) b) Amount of time (expectations of service week)y, monthly...) c) Learning Plan (accomplishing certification studies, recertification, additional training for specialty.) d) Time away (vacation, training...) e) Renewal (any provision for retreats, worship...) Candidacy Process 2.15

4. 4. Congregation s support of Certified Lay Ministry a) a. Financial i. Compensation ii. iii. iv. Reimbursed Expenses Benefits Continuing Education costs b) Development of CU, i. Supervision ii. iii. Support Accountability 5. Review Plan - How the congregation and CLM will assess this ministry annually for effectiveness. (When, How, Who involved, What will be assessed, Plan for improvement, celebration) 6. Provision for Covenant Re-consideration 7. Clear steps to release/change the ministry covenant as necessary. it should include process for amending the covenant so it stays accurate and valid. This section should clearly list process for Covenant amendments or dissolution. 8. Closing Statement 9. End with promise of mutual support and encouragement This is a covenant before God made between partners in ministry. Approval section: This Covenant is supported and approved by the dcom and Conference Leadership on this day of of the year of our Lord Jesus Christ, as witnessed by the signatures below. Signature of District Committee on Ministry Chair Date Signature of District Superintendent Date Signature of West Ohio Conference Director of Connectional Ministries Date Assignment Certified Lay Minister is assigned to the following ministry: pg 2.16 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition

Local Pastor Licensing School Overview Anyone wishing to receive a License for Pastoral Ministry must have an episcopal appointment (not a supply pastor assignment), be affirmed as a certified candidate by the dcom, be affirmed for licensing by the dcom, and successfully complete Local Pastor Licensing School (LPLS). LPLS is typically held from Sunday-Saturday in mid July. Seminary students who have completed at least 1/3 of their MDiv are required to attend Sunday-Tuesday. The General Board of Higher Education and Ministry prescribes a basic LPLS curriculum that requires a minimum of 80 hours of contact time. To fulfill this requirement, pre-event assignments are a critical part of LPLS. LPLS expectations include: All participants are required to attend all sessions and be in residence during their allotted time (three days or full week) All participants will purchase and bring the designated books All participants will complete their pre-licensing school assignments and fully participate in all sessions during the week West Ohio s Licensing School has three goals: offer rich opportunities for spiritual formation, create an atmosphere where students develop their own pastoral identity and provide excellent teaching times so that students gain confidence and competence around essential ministry skills. Topics covered by LPLS include: Spiritual Formation Worship Weddings Funerals Sacraments UM Tradition Discipleship Pathways Pastoral Care Leadership (including vision and strategy) Evangelism Mission Preaching Church Administration Personal Finances Stewardship Wellness Candidacy Process 2.17

pg 2.18 West Ohio Conference District Committee on Ordained Ministry Handbook - 2014 Edition