State Bar seeks public comment on revisions to Legal Services Trust Fund Program grantee audit deadline.

Deadline: November 26, 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. This initial public comment period ended on August 27, 2018. Eight public comments were received.

Substantive revisions to the proposal were made in response to the public comments. On October 19, 2018, the Board of Trustees authorized an additional 30-day public comment to seek feedback on the revised proposal.

Proposal

This proposal, if adopted, would amend State Bar Rules 3.680(E)(1), 3.681 and Appendix A to the rules, the 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

Board Agenda Item
Attachment 1 - Schedule of Charges and Deadlines for 2018

Source

Programs Committee

Deadline

November 26, 2018

Direct comments to

Dan Passamaneck
Office of Access & Inclusion
180 Howard St.
San Francisco, CA 94105
Phone: 415-538-2403
Email: daniel.passamaneck@calbar.ca.gov

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