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					             Texas Access to Justice Foundation
                    2008-09 IOLTA/BCLS Grant Application
                              (September 1, 2008 - August 31, 2009)
                                       Part IV: Financial




   Organization Name:
   Program Name:
   Contact Person:
   Phone:
   Fax:
   E-Mail:

                              Contents (Tabs in Workbook):
                         A.   Budget
                         B.   Explanation of Expenditures
                         C.   Funding
                         D.   Funding Breakdowns
                         E.   Comments
                         F.   In-Kind
                         G.   Prohibited Activity




                               TAJF IOLTA/BCLS Grant Application 2008-09
86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls
                                               Cover
A. Proposed Budget

  Budget: Total Proposed Program or Project


    --    See the User's Guide "Definitions" section for definitions of line item categories.
    --    Examples of "Non-TAJF Funds" include other grants, bar association funds, etc.
    --    *Other costs (line 13): Provide a breakdown on the next worksheet if line 13 exceeds ten percent of the
          Total Budget, line "C".
    --    **BCLS Funds – If you are requesting BCLS funds, please provide breakdown requested in item "d,"
          next worksheet, and complete worksheet "G. Prohibited Activity."

                                                                    Proposed Budget
                                             a.              b.            c.           d.               e.
                                           IOLTA           BCLS         CVCLS     Non-TEAJF             Total
                                           Funds           Funds         Funds        Funds
          Cost Category                  Requested      Requested** Requested Anticipated
                                         9/1/2008 -      9/1/2008 -    9/1/2008 -   9/1/2008 -
                                         08/31/2009      08/31/2009    08/31/2009  08/31/2009
  A. Personnel Costs:
     1.   Lawyers                                                                                               $0
     2.   Paralegals                                                                                            $0
     3.   Others                                                                                                $0
     4.   Salary Subtotal                          $0             $0             $0             $0              $0
     5.   Employee Benefits                                                                                     $0
     6.   Total Personnel Costs                    $0             $0             $0             $0              $0
  B. Non Personnel Costs:
     1.   Space                                                                                                 $0
     2.   Equipment Rental                                                                                      $0
     3.   Supplies                                                                                              $0
     4.   Telephone                                                                                             $0
     5.   Travel                                                                                                $0
     6.   Training                                                                                              $0
     7.   Library                                                                                               $0
     8.   Insurance                                                                                             $0
     9.   Audit                                                                                                 $0
    10.   Litigation                                                                                            $0
    11.   Capital Additions                                                                                     $0
    12.   Contract Services                                                                                     $0
    13.   Other*                                                                                                $0
    14.   Total Non-Personnel Costs                $0             $0             $0             $0              $0
  C. Total Budget                                  $0             $0             $0             $0              $0




                                TAJF IOLTA/BCLS Grant Application 2008-09
 86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls
                                              A. Budget
B. Explanations of Expenditures
   Provide schedules or brief explanations below if the TEAJF funds requested exceed the amounts
   indicated for any of the following:
     -- Capital Additions (line 11, sheet "A. Proposed Budget")
     -- Contract Services (line 12, sheet "A. Proposed Budget")
     -- "Other" expenditures (line 13, sheet "A. Proposed Budget")
     -- Other explanations or footnotes to the Proposed Budget on sheet "A. Proposed Budget".


       a. Schedule of "Capital Additions" requests exceeding $500:




       b. Schedule of "Contract Services" requests exceeding $500:




       c. Explanation of "Other" request exceeding ten percent of the total
          request:




       d. BCLS Applicants – Indicate at right the percentage breakdown of total
          BCLS budget by "program" versus "administrative costs."               Program costs:                   %
          Refer to the User's Guide "Definitions" for definitions of            Administrative Costs:            %
          Program and Administrative costs.)                                    Total:                      0.00 %

          If budgeting for indirect costs, indicate at right your organization's
          indirect cost rate:                                                                           %

       e. Other explanations or notes:




                                  TAJF
86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls IOLTA/BCLS Grant Application 2008-09
                                                B. Explanation
C. Anticipated Sources of Funding for Proposed Project
  Please provide a breakdown, by funding sources, of the total proposed budget. Note:
  These figures should correspond to the information in the budget
  -- The amounts shown should reflect actual funding commitments and/or best current
     estimates of cash revenue to be received by your program during the grant period.
  -- If your organization's fiscal year is different, please pro-rate figures to cover the
     calendar year indicated. Estimate if necessary.
  -- Include cash receipts only: do not include in-kind or donated services.
  -- Provide a breakdown on the next sheet of the amounts reported on lines "d," "e," "h,"
     "k," "n," and "p."
  -- "Other" funds (line "p"): Provide a breakdown on the next sheet if this amount
     exceeds ten percent of the total in line "q."
  -- Place an "x" under column 'C(x)' for funds already committed to the project.



                                       Source                                 Amount          C(x)
        a.   IOLTA
        b.   Basic Civil Legal Services (BCLS)
        c.   Crime Victims Civil Legal Services (CVCLS)
        d.   Foundations (Other than TEAJF) -
             Provide breakdown on sheet "D. Funding Breakdowns"
        e.   Private Bar (local bar, State Bar, TX Bar Fdn)-
             Provide breakdown on sheet "D. Funding Breakdowns"
        f.   United Way
        g.   Legal Services Corporation (LSC)
        h.   State and Local Funding (Other than BCLS) -
             Provide breakdown on sheet "D. Funding Breakdowns"
        i.   Church/Religious Organization Funding
        j.   Title III - Administration on Aging
        k.   Federal Programs other than LSC or Title III -
             Provide breakdown on sheet "D. Funding Breakdowns"
        l.   Universities or Law Schools
        m.   Court-Awarded Attorney Fees
        n.   Client Fees -
             Provide breakdown on sheet "D. Funding Breakdowns"
        o.   Fundraising -
             Income from donations, contributions, annual campaign,
             sale of publications and other fundraising efforts
        p.   Other -
             Provide breakdown if more than ten percent of total
        q.   Total Funding Sources                                                       $0

        r.   Subcontract Grants*
             If you received a sub-grant of LSC funds from the LSC-
             funded organization in your area, include that amount in line
             "p" and indicate the amount here:

        *Name of organization from whom you received the subcontract:




                                   TAJF IOLTA/BCLS Grant Application 2008-09
  86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls
                                                 C. Funding
D. Breakdown of Categories d, e, h, k, n, and p.

      Line d:        Foundations Other Than TAJF - List names and amounts anticipated:
                     Source                                             Amount
                1.
                2.
                3.
                4.
                5.
                6.
                7.
                                                                    Total:            $0
      Line e:      Private Bar - List names and amounts:
                   Source                                                       Amount
                1. Private Law Firm Campaign
                2. Bar Associations
                3.
                4.
                                                               Total:            $0
      Line h:        State and Local Funding - List names and amounts anticipated:
                     Source                                               Amount
                1.
                2.
                3.
                4.
                5.
                6.
                7.
                                                                Total:        $0
      Line k:        Federal Programs Other Than g and j - List names and
                     amounts anticipated:
                     Source                                               Amount
                1.
                2.
                3.
                4.
                                                                    Total:             $0
      Line n:        Client Fees - Provide an explanation of the following: (1) the kinds of fees
                     charged and amounts of such fees, and (2) a description of how you
                     assure that no fees are charged to clients provided services funded by
                     TAJF grants.
                     Source                                                     Amount
                1.
      explain


                2.
      explain


                                                                    Total:        $0
      Line p:        Other - Provide a breakdown below if this line exceeds ten
                     percent of the total in line "q".
                     Source                                                   Amount
                1.
                2.
                3.
                4.
                5.
                6.
                7.
                                                                    Total:            $0




86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls         TAJF IOLTA/BCLS Grant Application 2008-09
                                                         D. Funding Breakdowns
E. Comments
        Please provide comments that you believe would be helpful in the evaluation of the
        information provided in C. Anticipated Sources of Funding for Proposed project and D.
        Breakdown of Categories d, e, h, k, n, and p.




                               TAJF IOLTA/BCLS Grant Application 2008-09
86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls   E. Comments
F. In-kind Resources
        Please provide below a breakdown of estimated in-kind resources you expect to receive
        during grant year 2008-09 for the proposed program or project – for example,
        Neighborhood Tax Assistance Credits, office space, donated equipment, etc. Do not
        include pro bono services here.

        Description                         Source                         Estimated Value
        e.g., Office Furniture              Harriet Hyde, Esq.                       $5,000




                                                Total Estimated Value:                    $0




                               TAJF IOLTA/BCLS Grant Application 2008-09
86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls
                                             F. In-Kind
G. Prohibited Activity                (BCLS Applicants only)

    1. Potential Prohibited Activities
       Place a check mark next to any activity below in which the organization might engage with funds other than
       BCLS. (Rule 8 * prohibits the use of any BCLS funds, directly or indirectly, to support any of the activities
       listed.)

          a.   Class action lawsuits
          b.   Abortion-related litigation
          c.   A lawsuit against a governmental entity
          d.   A lawsuit against a political party
          e.   A lawsuit against a candidate
          f.   A lawsuit against an officeholder for action taken in the individual's official capacity
          g.   Lobbying for or against any candidate or issue
          h.   Representation of any individual during a time when that individual is confined to a local,
               state, or federal jail or prison. (For the purposes of the BCLS Program, a person is
               considered to be so confined if it is as a result of a determination of criminal responsibility
               by a court of competent jurisdiction or if the person is being held under suspicion of a
               crime.)
          i.   Legal services to any individual who is not legally in this country, unless necessary to
               protect the physical safety of the individual
          j.   Filing claims for actual or punitive damages in lawsuits to compel the payment of
               government benefits to which the claimant is entitled

       Note: BCLS funds must be budgeted in accordance with Rule 9.7. (see below)

    2. Uses of Requested BCLS Funds ONLY
       Your response to this section must correlate to the budget you submitted in worksheet, "A. Proposed
       Budget," column b.

        a. Personnel
          If you requested BCLS funds for personnel expenses, list below the positions for which BCLS funds will
          be used, recognizing that these positions are prohibited from performing any activity that is prohibited by
          the Rules.

               Lawyers:
               Paralegals:
               Other Staff:
               Employee Benefits:

       Note: Rule 9.7 (i) states that with regard to personnel-related direct expenses, BCLS funds may be used
       only if the person for which the funds are being used engages in no prohibited activities while working for the
       funded organization, regardless of the amount or percentage of compensation supplied by these funds. The
       restriction of all activities of a person compensated even partially by these funds does not apply to a person
       employed by a grantee which has a federal statutory mandate pursuant to 42 U.S.C. 6041, 6042, 10801, and
       10802 to conduct activities otherwise prohibited by these Rules. In such instances, BCLS funds may be
       used to the extent that the person’s time spent on permitted activities is equal to or greater than the
       percentage of compensation paid from the Funds.

       * All BCLS rules referenced here are rules in the "Order Approving Rules & Procedures Governing the
       Administration of the Basic Civil Legal Services Program, Including the Distribution of and Sanctions with
       Respect to the Funds."


                                 TAJF IOLTA/BCLS Grant Application 2008-09
86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls
                                          G. Prohibited Activity
G. Prohibited Activity              (BCLS Applicants only - continued)

    2. Uses of Requested BCLS Funds ONLY (continued)
       Your response to this section must correlate to the budget you submitted in worksheet, "A. Proposed
       Budget," column b.

        b. Non-Personnel
          Describe the specific costs for which the requested BCLS funds will be used; for example, “purchasing
          supplies”, “paying for 8 hours of CLE for 3 staff attorneys”, etc. Note that BCLS funds can be used for
          overhead expenses only as permitted by rule 9.7(ii). (see below)

             Space:
             Equipment Rental:
             Supplies:
             Telephone:
             Travel:
             Training:
             Library:
             Insurance:
             Audit:
             Litigation:
             Capital Additions:
             Contract Services:
             Other:

       Note: Rule 9.7(ii) In compliance with Generally Accepted Accounting Principles, overhead expenses may
       be allocated to the grant but are limited to the lesser of the following:
           1. The dollar amount specified in the Approved Funds Budget; or
           2. The dollar amount calculated by the percentage ratio of indirect expenses to direct expenses
               calculated on an entity-wide basis. That is, the indirect expense to direct expense ratio from the
               Approved Funds Budget cannot exceed the same ratio on an entity-wide basis.
       Overhead expenses are those that are fungible in nature in that they cannot be separately identified as
       having been incurred for a specific purpose. Some examples of overhead expenses are occupancy,
       office supplies, utilities, telephone, and other equipment.




                               TAJF IOLTA/BCLS Grant Application 2008-09
86a8d9bf-a221-4bfc-8fe8-93920f509c71.xls
                                      G. Prohibited Activity (cont.)

				
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