2. Supervisory Files Personnel Files Purpose Appointment, support, & supervision of personnel Assessment, support, and conference relationship decisions Content Information related to supervision & deployment Information related to conference relations Owner Office of Bishop/DS Annual Conference

3. Supervisory Files Personnel Files Purpose Appointment, support and supervision of personnel Assessment, support, and conference relationship decisions  Effective Ministry  Informed Decisions  Professional Growth

4.  Personnel Files ◦ Directory information ◦ Census-type info ◦ Family data ◦ Candidacy and provisional info ◦ Conference relations info ◦ Appointment info ◦ Judicial Proceedings  Personnel Files ◦ Surrendered Credentials ◦ Optional Data permitted by Referent:  Continuing Education  Awards  Publications  Military Service  Prior employment  Etc.

5.  Supervisory Files ◦ Appointment info ◦ Biographical info ◦ Candidacy information ◦ Conference relationship info ◦ Complaint procedures records ◦ Surrendered Credentials  Supervisory Files ◦ Annual Report ◦ Appraisals ◦ Commendations ◦ Disclosure statement ◦ Concerns ◦ Criticism ◦ Events ◦ Crises ◦ Scandals ◦ Commitments/ Requests

6.  No personal character attacks!  No expressions of anger!  No threats!

7. Supervisory Files Personnel Files Access Bishops and District Superintendents control access BOM, dCOM, Bishop, DS, Board of Pensions, conference secretary or designee, Church counsel, comm on investigation, and referent  Cabinet should disclose to SPRC: ◦ Admissions ◦ Current/past complaints and charges ◦ Financial Misconduct ◦ Misconduct of sexual matters ◦ Performance issues which affect appointment

8.  Supervisory Files ONLY ◦ Cabinet may deny access to material considered to be confidential, privileged or private in nature  Supervisory Files AND Personnel Files ◦ Disclosure to third parties with permission of referent only! ◦ No access of referent to:  Surrendered credentials  Material for which right of access waived  Material to which the Book of Discipline denies access

9. Supervisory Files Personnel Files Lock and Key; Fire safe

10. Supervisory Files AND Personnel Files Retention Conference relationship plus 25 years

11. Supervisory Files By the Conference Secretary after: Death Retirement or Termination of conference relationship Permanent Personnel Files By the Commission of Archives after: Death Retirement or Termination of conference relationship