If a person looks for the history or origin of the Third
Orders or Secular Orders and wants to go back to the
earliest mention of those Orders, that person finds at the
bottom of this search the figure of Saint Francis of Assisi.
It was Francis of Assisi who understood, even if only
intuitively, that the way to weave the spirituality of his
new religious family into the fabric of daily life was
through the establishment of an Order of lay persons or
diocesan clergy who lived in the world and faced the daily
struggles of Christian life. Pope Honorius III approved the
first rule for the Franciscan Secular Order in 1221. They
were then called “The Brothers and Sisters of Penance”.
By presenting the rule to the Pope for approbation, Saint
Francis recognized that what he was doing was something
“ecclesial”, not just something particular to his new Order.
This “ecclesial” event is reflected in canon 312 of the Code
of Canon Law which states that only the Holy See may
establish universal or international associations. This
authority of the Holy See is delegated to the General of
each mendicant Order, and specifically to the General of the
Discalced Carmelite Order by the Pope Clement VIII in two
Papal documents, Cum Dudum, 23 March 1594 and
Romanum Pontificem, 20 August 1603.
Certainly, religious life and religious families existed
before Saint Francis. Monastic life had flourished in Europe
thanks to Saint Benedict. The Benedictines and other forms
of monastic life had the institutions of “oblates” for
centuries. The identity and structure of oblates has gone
through many changes in history. They are, however, always
attached to the basic identity of monastic life, that is,
identified with one particular monastery for life.
Mendicant life, beginning with Orders such as the
Franciscans, Dominicans, Carmelites, etc., had a different
structure and purpose. The articles in the Catholic
Encyclopedia point out the differences that exist in the
spirituality and apostolate of monastic life and mendicant
Orders. Basically, roughly, and only in the broadest way,
one might say that the involvement of lay persons with
monastic life was to bring those persons in the world into
the spirituality of the monastery, and the involvement of
lay persons with mendicant life was to bring the
spirituality of the Mendicant Orders into the life of lay
persons in the world.
The mendicant Orders sought to live a spirituality and
exercise an apostolate that grew out of the spirituality
that they lived. Many congregations of religious life have
existed for a period of time and have gone out of existence
because the reason or reasons for their existence ceased.
These congregations of religious life based their identity
on the specific apostolate for which they were founded. Some
active congregations of Sisters today, which have made major
contributions to the good of society, are actively seeking a
renewed identity because their identity has changed. Some
others have decided to stop seeking vocations and to go out
of existence because work by them is no longer necessary. A
generation or two ago Catholic hospitals always had Sisters
as a mainstay of the nursing staff.
In any case, mendicant Orders do not base their identity on
an apostolate, but on a spirituality, and the spirituality
guides and directs the apostolates to which they dedicate
themselves. The spirituality of the mendicant Orders
reflects elements or an element that belong to the essence
of the Church in the world. The dedication of the Dominicans
to higher education is a fruit of Dominican identity of the
preacher who spreads the word. Much of the Franciscan
apostolate is a dedication to working with the poor. This is
the fruit of the Franciscan desire to follow Jesus in the
purity and simplicity of the Gospel. Augustinian
spirituality is based on a desire to discover Jesus in the
midst of community life which leads them to a dedication to
many social apostolates. And the Teresian Carmel’s charism
is based on the place of the loving personal relationship
between God and the person found in prayer. From that base
flows the work to which Carmelites dedicate themselves.
The Secular Order of the Mendicant Orders is not just an
associated laity. Through the connection to the friars of
the different Orders, the Secular Order communicates the
spirituality of the Orders to the world around it. It can
honestly be said that if the Secular Order did not exist
something would be lacking in the spirituality and presence
of the Mendicant Orders.
The Secular Order is not conventual nor monastic, but
definitely secular. That is, it does not exercise its
responsibility in the convent or in the monastery, but in
the world (saeculum). The Secular Order is definitely Order
because of the essential relationship that exists between
the friars and the seculars. The relationship between the
friars and the seculars is not incidental. It is essential.
The Secular Order is a distinct branch of the Order as the
Constitutions indicate.
The seculars, however, do not exist as an independent branch
of the Order. Distinct, yes. Independent, no. It is for that
reason that the Holy See gives the faculty of establishing
Secular Order communities to the Superior General of the
friars.
There has been a development over the centuries of the role
and identity of the Secular Orders and that includes the
Secular Order of the Discalced Carmelites. This development
is directly related to the development of the role and
identity of lay persons in the Church. Of all the documents
I might be able to quote about the role of the Secular Order
in the life of the Order, the most concrete and forceful
comes from a document directed to the consecrated life, not
the lay persons. “Today, often as a result of new
situations, many Institutes have come to the conclusion that
their charism can be shared with the laity. The laity
are therefore invited to share more intensely in the
spirituality and mission of these Institutes. We may say
that, in the light of certain historical experiences such as
those of the Secular or Third Orders, a new chapter, rich in
hope, has begun in the history of relations between
consecrated persons and the laity.”
The new element in this text is the responsibility to “share
more intensely in the spirituality and mission.”.
Spirituality was always understood. But mission is new. And
is specifically this directive to the Orders that made
necessary a more serious commitment on the part of the Order
to the development and formation of the members of the
Secular Order. The necessity of the General to have a
delegate became more apparent as the Secular Order was
growing. Another necessity was that of placing the
communities of the Secular Order that were established in
places where there are no friars directly under the General
Secretariat.
Remembering that the Secular Order is ecclesial and
international by its own nature, it was also necessary for
the Center of the Order to take a more active role in
guiding and developing the formation programs of the OCDS.
If a Secular Order member lives the spirituality of the
Order and becomes active in the mission of the Order, then
the Order better be the one to guide the formation. In a
very real sense, the formation of the Secular Order members
is subject to approval by the Center of the Order.
Formation is not the private project of a particular
community or even of a Province. Formation is the
responsibility of the Order.
Within the bounds of the relationship between the friars and
the seculars the seculars certainly have their autonomy. In
the Discalced Carmelite Order, that autonomy has always been
expressed in the various rules that existed before the
Manual, in the Manual of 1922, in the Rule of Life on 1979,
and in the current legislation of the Constitutions. The
autonomy touches upon matters of formation, leadership and
governance.
There are extremes that distort the autonomy given to the
Secular Order: either excessive independence or excessive
dependence on the part of the seculars; and on the part of
the friars either lack of interest or desire to control.
In these extremes there is a failure or impossibility of
collaboration under the direction of the legitimate
superiors of the Order as outlined in the Constitutions. As
well, there is the failure to develop the lay members of the
Order to the stature and responsibility that the Church and
the Order wish them to have. The Secular Order therefore
remains trapped in a model that will not serve to present
the Secular Order as adult and capable of representing to
the world the spirituality of Carmel.
In summary, Saint Francis of Assisi, who initiated the idea
of establishing an Order of lay persons identifiably part of
the Order, and the Church, through the approbation of
Honorius III, recognized that the Secular Order was indeed
ecclesial. The current legislation of the Church in the Code
of Canon Law, as well as the current legislation of the
Secular Order of the Discalced Carmelites, recognize the
relationship that exist between the friars and the seculars.
The Order as a whole, friars and seculars have a
responsibility to work together, especially in the area of
formation of the members so that they might represent to the
world in which they live the spirit and mission of Carmel.
The responsibility of the Center of the Order is to insure
and guide the development of the adequate formation of the
members of the Secular Order.
Guide for the Pastoral Care
to the Secular Order
of the Discalced Carmelites
by the Discalced Carmelite
Friars
I General Principles
Art. 1
The purpose of this present Guide is to define, in a unified
and concrete way, the service of the spiritual and pastoral
care of the OCDS by the Discalced Carmelite friars.
Art. 2
1. The spiritual and pastoral care of the OCDS, in virtue of
its belonging to the same religious family, is entrusted by
the Church to the Discalced Carmelite Friars.
2. The Friars, Enclosed Nuns, and Secular Carmelites in
fact, each in the proper circumstances of their state of
life, contribute to making present the charism of Carmelite
Spirituality as found in the lives and works of our
Carmelite Doctors.
3. In a concrete way religious superiors must assure
adequate spiritual assistance to all the communities of the
OCDS.
Art. 3
1. The spiritual and pastoral care is provided as a service
that comprises:
-- the exercise of government on the part of the major
Superiors;
-- the spiritual assistance to the communities and their
Councils.
2. The purpose of the exercise of government is to guarantee
the fidelity of the OCDS to the charism of the Discalced
Carmelite Order, the unity of the Order, and communion with
the Church.
3. The purpose of spiritual assistance to the individual
communities is to foster communion with the Church and with
the Discalced Carmelite Order through witness and sharing of
Carmelite spirituality, to cooperate in initial and on-going
formation of Secular Discalced Carmelites and to express the
relationship that exists between the religious and the
seculars.
Art. 4
The service of the friars completes but does not substitute for the
authority of the councils of the Secular Order communities
whose responsibility it is to guide, coordinate, and animate
the community.
II Practical Responsibilities
The Role of the Major Superiors
Art. 5
1. The spiritual and pastoral care of the OCDS, entrusted by
the Church to the Discalced Carmelite Friars, is the duty
above all of the General and the local Provincials.
2. The General exercises his office through:
-- the establishment of local communities;
-- pastoral visits;
-- naming spiritual assistants to those communities that
exist in regions where there are no friars.
3. The Provincial exercises his office through:
-- pastoral visits;
-- assigning spiritual assistants to each community in his
Province;
-- availability to those communities or persons with
particular needs.
4. The Major Superiors may exercise this office personally
or through a delegate.
5. The Discalced Carmelite Major Superiors remain
responsible for the quality of spiritual assistance and
pastoral care, even in those cases where a spiritual
assistant is appointed who is not a friar of the Order.
6. Primary
among the responsibilities of the Major Superiors is the
formation of their own religious in the nature and purpose
of the OCDS and specific preparation for the Assistants so
that they will be suitable and well-prepared.
General
Art. 6
1. The General Superior exercises his leadership and
pastoral assistance in regard to the OCDS as a whole.
2. It belongs specifically to the General and the General
Definitory:
-- to conduct relations with the Holy See concerning
legislative or liturgical texts requiring the approval of
the Holy See;
-- to approve the Provincial Statutes of each Province,
including the outline of formation programs;
-- to approve the National Statutes of those nations with
more than one Province if those Provinces form a National
Council.
Art. 7
1. The General Superior exercises his office towards the
OCDS in accordance with
-- the universal law of the Church,
-- with the Constitutions of the Friars,
-- and with full respect for the Constitutions of the OCDS.
2. He has the faculty to establish, visit, and meet the
local OCDS communities.
3. In relation to the Order, it is his responsibility to
appoint the General Delegate of the OCDS, who, under the
authority of the General, looks after all things regarding
service to the OCDS.
General Delegate
Art. 8
1. The general Delegate must keep the General and the Order
(friars, nuns and seculars) informed about the life and
activities of the OCDS.
2. He shall also deal with matters regarding the pastoral
care given by the Order to the OCDS, meet the local
communities and keep constant fraternal contacts with the
assistants of the Order.
3. The General Delegate is responsible for those communities
of OCDS that exist in territories outside established
jurisdictions.
Provincial
Art. 9
The Provincials exercise their responsibilities towards the
OCDS in the territory of their own jurisdiction.
Art. 10
It is their specific competence, in the name of their
jurisdiction:
-- to guarantee spiritual assistance to local communities by
appointing assistants;
-- to animate spiritually, to visit, and to meet the local
communities in their jurisdiction;
-- to keep themselves informed about the spiritual
assistance given to the OCDS.
Art. 11
The Provincial and his Council are responsible for naming
the Delegate for the OCDS in the Province and communicating
this to the Center of the Order.
Provincial Delegates
Art. 12
1. The Provincial Delegates to the OCDS give their service
to the Provincial Council of the OCDS and see to the
spiritual assistance to the communities in the jurisdiction.
2. The Provincial Delegate exercises his responsibility both
to the OCDS and to the Province:
-- by collaborating with the OCDS Provincial Council in the
task of spiritual and apostolic animation of the secular
Discalced Carmelites in the life of the Church and of
society in the Province, and in a special way in the
formation of the leaders and formation directors;
-- by providing for the pastoral visits of the local
communities of the OCDS;
-- by coordinating, at the regional level, the service of
spiritual assistance, the formation of the Assistants and
the fraternal union among them;
-- by fostering the interest of the friars of the Province
in the OCDS.
Art. 13
1. The Provincial Delegate must keep the major Superior and
the Province (friars, nuns and seculars) informed on the
life and activities of the in the Province.
2. He shall also deal with matters regarding the service of
assistance given by Province to the OCDS, meet the local
communities and keep constant fraternal contacts with the
local assistants.
Spiritual Assistants
Art. 14
1. The spiritual assistant is the person designated by the
competent major superior to carry out this service for a
specific community of the OCDS.
2. In order to be a witness of Discalced Carmelite
spirituality and of the fraternal affection of the religious
towards the secular Discalced Carmelites, and to be a bond
of communion between his Order and the OCDS, the spiritual
assistant should preferably be a Discalced Carmelite Friar.
Art. 15
1. The principal task of the assistant is to foster a deeper
insight into Discalced Carmelite spirituality and to
co-operate in the initial and continuing formation of the
Secular Discalced Carmelites.
2. In the Council of the community and at the time of
community elections the assistant will be respectful of the
responsibilities and role of the Secular Discalced
Carmelites, giving them priority with regard to the
guidance, co-ordination, and animation of the community.
3. The assistant, when invited by the Council, participates
actively in the discussions and decisions taken by the
Council or by the Chapter.
4. The assistant is specifically responsible for the
animation of liturgical celebrations and spiritual
reflections during the meetings of the council or of the
community.
Art. 16
1. The Assistant is appointed by the competent major
Superior, after consultation with the council of the
community concerned.
2. The appointment of the Assistant is made in writing and
for a specified time.
3. When it is not possible to give the community a spiritual
Assistant who is a member of the Order, the competent major
Superior can entrust the service of spiritual assistance to:
-- religious of other Carmelite institutes;
-- clergy who are Secular Discalced Carmelites, specially
prepared for such service;
-- other diocesan clerics or non-Discalced Carmelite
religious, specially prepared for such service.
Art. 17
The local assistant fosters communion within the community
and between the community and the Province. In harmony with
Provincial or Provincial Delegate, the assistant sees to it
that between the religious and the secular communities a
real life-giving union with each other exists. He fosters
the active presence of the community in the Church and in
society.
Art. 18
1. The local Assistant has the very important responsibility
to support the Council of the community, especially the
director of formation, in the formation of the candidates.
The council may invite the local assistant to express his
assessment of each of the candidates at different stages of
formation.
2. The Council may ask the assistant to discuss with
brothers or sisters who have difficulties, who want to
retire from the community or who act in serious opposition
to the Constitutions.
Visitations
Art. 19
Pastoral visits, either by the General or by the Provincial,
are special times of communion between the friars and the
seculars. They are conducted in the name of the Church and
serve to guarantee fidelity to the Discalced Carmelite
charism and to foster communion with the Church and with the
Discalced Carmelite Order.
Art. 20
1. Visitations may be made at the request of a community or
by the decision of the General or Provincial, or at the
request of the local Ordinary in response to certain
situations arising in the life of the community.
2. The visitor strengthens the community in its purpose and
mission in the Church and in society; affirms the relation
between the secular and religious communities; gives special
attention to programs of formation; gives attention to the
collaboration and sense of co-responsibility among the
secular leaders and the spiritual assistants; examines the
quality of the spiritual assistance given to the visited
community; encourages the spiritual assistants in their
service and promotes their continuing spiritual and pastoral
formation.
3. The visitor will communicate the object and the program
of the visit to the council concerned with sufficient
notice. The visitor will examine the registers and the
records, including those relating to previous visits, to the
election of the council and to the administration of goods.
They will make a report of the visit he conducted, append it
to the records in the appropriate register of the community
visited, and will inform the proper authorities.
4. In the visit to the local community, the visitor will
meet with the entire community and with the groups that wish
to meet with the visitor. The visitor will give special
attention to the brothers and sisters in formation and to
those brothers or sisters who may request a personal
meeting.
5. Where
required, he will correct fraternally any of the
shortcomings he may find either on the part of the council
or on the part of an individual member. In all cases, the
general law and practice of the Church must be followed in
the application of any penalties.