State of California M E M O R A N D U M REFERENCE CODE: PML 99-001 DATE: January 6, 1999 TO: Accounting Officers Employee Relations Officers Claims Coordinators Travel and Relocation Liaisons FROM: Department of Personnel Administration Labor Relations Division SUBJECT: State Bar of California Dues/Professional Leave - 1999 CONTACT: Terrie Jordan, Statewide Coordinator, Travel and Relocation Programs (916) 324-9377, CALNET 454-9377 FAX: (916) 322-0765 OFFICE VISION: DPA(TJJORDAN) INTERNET: TERRIEJORDAN@DPA.CA.GOV The Department of Personnel Administration (DPA) is approving the following allowances for reimbursement of the 1999 State Bar of California dues: The State shall reimburse the $77 mandatory bar dues and the $173 Special Assessment for each represented Unit 2 employee for whom bar membership is required as a condition of employment. For other employees in the Unit, the State shall either provide reimbursement for bar dues or two days per calendar year of professional leave without loss of compensation, at the option of the department. This leave must be requested and approved in the same manner as vacation leave. If the employee is working less than full- time, the bar dues reimbursement or professional leave shall be prorated. Professional leave credit shall not carry over from year-to-year. Bar dues for inactive members are $50. In addition, job-related local or specialty (sections) bar dues may be reimbursed at each department's discretion for each employee for 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 bar dues are reimbursed for less than full-time employees, the reimbursed amount shall be prorated. Each department may delay reimbursement of any increase in bar dues to no later than the end of the calendar year. Excluded employees who are required to maintain State Bar membership shall be entitled to reimbursement for the mandatory dues of $77 and the 1999 Special Assessment of $173. Job-related local or specialty (sections) bar dues may be reimbursed at each department's discretion for each employee of 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 services during 1999. In addition, excluded employees are entitled to reimbursement for up to $100 annually for membership in one professional society or for one 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). Method of Payment: Departments may reimburse the individual employees for the above dues and assessment, or pay the bar dues and 1999 Special Assessment directly on their employees' behalf. 1.If the department chooses to reimburse the employees, requests for reimbursement must contain proof of payment, a copy of the annual fee statement and a copy of the employee's membership card. 2.If the department chooses to pay the dues and assessments directly, it must prepare a listing, the batch of coupons and a check Payable to the "California State Bar" for the dues and sections payment. A separate listing, batch of coupons and a check payable to the "Special Master's Attorney Discipline Fund" must be prepared for the Special Assessment. The checks, listings and batches of coupons, properly identified, may be sent in one envelope to State Bar of California, Membership Services, 555 Franklin Street, San Francisco, CA 94102. Timeframe: Payment of Bar Dues and sections is due by the close of business March 15, 1999. Payment of the Special Master's Attorney Discipline Fund is due on February 1, 1999. The State will not pay or reimburse any penalties incurred as a result of late payment. If Accounting or Labor Relations staff have any questions, please call Terrie Jordan at (916) 324-9377, CALNET 454- 9377. Employees with questions should be directed to their departmental Accounting office. Robert Ledbetter Labor Relations Officer