State of California M E M O R A N D U M To: PERSONNEL MANAGEMENT LIAISONS REFERENCE CODE: 92-04 EFFECTIVE DATE: Immediately EXPIRATION DATE: December 31, 1992 DATE OF ISSUE: January 10, 1992 THIS MEMORANDUM SHOULD BE DISTRIBUTED TO: ACCOUNTING OFFICERS HOLDERS OF THE SUPERVISOR'S GUIDE From: Department of Personnel Administration Subject: State Bar of California Dues 1992 The Department of Personnel Administration is approving the following allowances for reimbursement of the 1992 State Bar of California dues. Job related local or specialty (sections) bar dues may be reimbursed at each department's discretion for each employee whom State Bar membership is required as a condition of employment. Any amount to be reimbursed shall be determined by each department. If local or specialty (sections) bar dues are reimbursed for less than full-time employees, the reimbursed amount shall be prorated. Departments, at their discretion, may prorate basic bar dues for less than full-time employees or employees who begin or end State service during 1992. Nonrepresented employees, who are required to maintain State Bar membership, shall be entitled to the same allowances as provided in Department of Personnel Administration Rule 599.921. Job related local or specialty (sections) bar dues may be reimbursed at each department's discretion for each employee whom State Bar membership is required as a condition of employment. Any amount to be reimbursed shall be determined by each department. If local or specialty (sections) bar dues are reimbursed for less than full-time employees, the reimbursed amount shall be prorated. Departments, at their discretion, may prorate basic bar dues for less than full-time employees or employees who begin or end State service during 1992. As a result of Keller vs. State Bar of California 110 S. Ct. 2228 (1990), the Department of Personnel Administration has determined that it would not be appropriate for the State of California to pay for activities which are political or ideological. The State Bar has authorized a deduction of $4.00 from the 1992 membership fee for those who object to expenditures for activities with "political or ideological coloration." Those employees who wish to pay the full membership fees must pay the State Bar of California directly and request reimbursement from the State. All requests for reimbursement must contain: proof of payment, a copy of the annual fee statement issued by the State Bar Association and a copy of the employee's membership card. Employee's may not claim reimbursement for the $4.00 deduction (see Attachment Line C Hudson Deduction). Department's who receive requests for full reimbursement must either: reduce the claim by $4.00 and notify the claimant of the correction or return the claim to the claimant for correction. Departments may schedule payments of bar dues through the State Controller's Office - Audits Division. The check must be payable to the "State Bar of California" and sent in c/o First Interstate Bank, P.O. Box 39126, San Francisco, CA 94139-0126. Copies of the annual fee statements (see Attachment Line E must be reduced by $4.00) must accompany the claim schedule and care must be taken to identify the employees that the warrant(s) cover. The following rates for 1992 reflect the $4.00 reduction for the Hudson Deduction: State Bar of California - Active Members For employees admitted prior to February 1, 1988 $474.00 For employees admitted on February 1, 1988 through $406.00 January 31, 1990 For employees admitted on February 1, 1990 and after $375.00 State Bar of California - Inactive Members For all employees $ 46.00 In addition to reimbursement for bar dues, nonrepresented employees are entitled to reimbursement for up to $100.00 annually for membership in one professional society or professional license fee. The membership must be in a professional society which engages in activities directly related to the employee's scientific or professional discipline. The professional license must also be related to the employee's scientific or professional discipline (DPA Rule 599.922.2). If Accounting or Labor Relations staff have any questions, please call Terrie Jordan at (916) 324-9377, ATSS 454-9377. Employees must direct questions to their Accounting Office staff. Patricia Pavone, Chief Benefits Division Attachment