Budget Forms

Recipients of Legal Services Trust Fund Program grants are required to submit a separate budget proposal for IOLTA and Equal Access Fund allocations. Proposed IOLTA and Equal Access Fund budgets are due as noted below.

Proposed IOLTA Budgets
PDF Document e-forms Instructions for LSPs and SCs
For Legal Services Projects:
Word Document Proposed IOLTA Budget Forms A-C, E-F - April 18, 2014 (due date)
Microsoft Excel Spreadsheet Proposed IOLTA Budget Form D - April 18, 2014 (due date)
For Support Centers:
Word Document Proposed IOLTA Budget Forms A-C, E - April 18, 2014 (due date)
Microsoft Excel Spreadsheet Proposed IOLTA Budget Form D - April 18, 2014 (due date)

Proposed EAF Budgets
For Legal Services Projects and Support Centers:
PDF Document e-forms Instructions
PDF Document Instructions for Completing Proposed EAF Budget Forms
Microsoft Word Document Proposed EAF Project Budget Forms A, D-E 
Microsoft Excel Spreadsheet Proposed EAF Project Budget Forms B-C

Proposed Carry-Over Budgets
For Legal Services Projects and Support Centers:
Microsoft Excel Spreadsheet IOLTA Proposed Carry-Over Budget Form
Microsoft Excel Spreadsheet EAF Proposed Carry-Over Budget Form

Budget Revisions
For Legal Services Projects and Support Centers:
Microsoft Excel Spreadsheet Budget Revision Form

 

For more information, call 415-538-2252 or e-mail trustfundprogram@calbar.ca.gov.