State Bar Rules currently require Legal Services Trust Fund Program grantees to submit an audit or independently reviewed financial statement as part of their annual grant application process. 

Deadline: August 27, 2018 

Background

State Bar Rules currently require Legal Services Trust Fund Program grantees to submit an audit or independently reviewed financial statement as part of their annual grant application process. In 2015, as part of a larger streamlining of grants processes, the Trust Fund Program changed its grant calendar, moving the date on which applications are due and shifting to reliance on audited/reviewed fiscal year data, rather than relying on a manually calculated conversion of expenditures between a fiscal and calendar year.

Discussion

On July 19, 2018, the Programs Committee of the Board of Trustees authorized a 30-day public comment period for proposed amendments to State Bar Rules.

Proposal

This proposal, if adopted, would amend State Bar Rules 3.680(E)(1), 3.681 and the Appendix Schedule of Charges and Deadlines to conform to the new grants administration schedule.

Any known fiscal/personnel impact

No negative fiscal or personnel impact is anticipated.

Background material

Summary memo, with redline and clean version of rules attached.

Source

Programs Committee

Deadline

August 27, 2018

Direct comments to

Greg S. Shin
Programs Division
845 South Figueroa St., Los Angeles, CA 90017
213-765-1500
213-765-1544
greg.shin@calbar.ca.gov

Please reference the specific rule number and title in your comments.