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Legal Services Corporation Strategic Directions 2002-2005 2002
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Progress Report for Programs
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Introduction
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In my capacity as Vice-President for Programs, I am pleased and
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proud to provide to the LSC Board of Directors this third progress
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report documenting the work of the Programs staff at LSC - OPP, OIM
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and its consultants, and the staff of the Vice President for
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Programs (and her consultants)-- in addressing the challenges
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placed before us in January 2000 by the LSC Board of Directors. In
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January 2000, the LSC Board of Directors adopted a strategic
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planning document entitled Strategic Directions 2000-2005. This
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document established twin goals to be attained by the national
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legal services community by 2004: to dramatically increase the
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provision of legal services to eligible persons; and to ensure that
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eligible clients are receiving appropriate and high-quality legal
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assistance. Strategic Directions 2000-2005 also identified
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anticipated outcomes, including: increased numbers of clients
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receiving legal services appropriate to the legal issues they
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encounter; expanded relevancy of the delivery system to the most
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pressing needs of low-income clients, with clients themselves
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taking a leading role in this effort; an expanded range and
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improvement in the quality of services provided by legal services
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programs; and finally, greater consistency in the quality of legal
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services programs. State planning is identified in this Board
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document as LSC's key strategy to achieve the goals stated
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above.
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Because state planning was identified as the Board's prime
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strategy for fulfilling the mandate of Strategic Directions
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2000-2005, a brief review of LSC's state planning initiative is
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probably in order. LSC's State Planning Initiative began in 1995
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primarily in response to the programmatic changes and budget cuts
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that were threatening the very survival of legal services delivery
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across the nation. State planning was built on the understanding
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that states and territories serve as the relevant geographic areas
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of a planning focus for developing strategies to meet the civil
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equal justice needs of poor and vulnerable people. Several years
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later, in 1998, state planning became a key LSC strategy to achieve
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access and to improve the quality of services. LSC specifically
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announced its intent to put resources into the creation of
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comprehensive, coordinated, and integrated state legal services
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delivery systems in Program Letters 98-1 and 98-6. These program
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letters declared that LSC was no longer limiting its focus on
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outcomes for clients within and by individual programs, but rather
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it believed that quality legal services could be delivered only in
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a statewide context. It challenged each state to examine its
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organizational structures, its use of technology, intake systems,
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resource development, and private bar involvement through a
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statewide lens.
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In late 2000 - eleven months after the adoption of Strategic
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Directions 2000-2005 - LSC issued its fourth program letter on
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state planning that set forth expectations for each justice
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community. These expectations, for purposes of brevity, can be
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summarized as follows: a delivery system in which eligible clients
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in every state are afforded an equal opportunity to avail
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themselves and ultimately to attain high-quality civil legal
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assistance.
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The LSC Programs staff have worked assiduously these past
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several years to help create a world-class national legal services
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delivery system in which eligible clients in every state are
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afforded an equal opportunity to avail themselves and ultimately to
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attain high-quality civil legal assistance. However, as we moved to
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address the Board's mandate, we quickly realized that the creation
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of a world-class delivery system involved more than "state
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planning," per se. After all, we do not pursue state planning
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because we are "planners" by education or trade-most of us, indeed,
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are first and foremost legal services attorneys and advocates. And
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we do not pursue state planning because we love planning. We don't
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really love planning-at least most of us do not. We love legal
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services and are committed to making legal services better. And
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frankly, we do not pursue state planning because we want our
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"naysayers" to believe that LSC has reformed itself. We pursue
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state planning because we believe that our low-income clients
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deserve the highest quality service that can be made available to
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them despite our limited funding. Accordingly, in our quest to
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create world-class justice communities in each state and territory
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in this great country, we began to focus on other initiatives that
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were, to us, just as important as state planning to the creation of
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a delivery system in which eligible clients in every state are
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afforded an equal opportunity to avail themselves and ultimately to
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attain high-quality civil legal assistance. often refer to these
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initiatives as state planning's companion initiatives, and these
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initiatives - competition, the quality initiative, the diversity
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initiative, technology initiative grants, the matters initiative,
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our efforts to enhance services for self-represented litigants, the
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Legal Resource Library, to name just a few - have become as
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important to the creation of a world-class delivery system as state
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planning has proved itself to be. These, companion initiatives and
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the hardworking and talented staff who carry out these initiatives,
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work hand-in-glove with the equally well-qualified state planning
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team to promote the development of high quality, world-class
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delivery systems.
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In January 2000, we issued our first progress report to the LSC
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Board of Directors describing our efforts to help build premier
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justice communities throughout our country. We issued our second
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report in January 2001. In this third report, we have decided to
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present our work to you in a fashion slightly different from the
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format we have used in the past two reports. Because we have
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learned over the years that premier delivery systems have two
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primary legs upon which they ultimately stand or fall - healthy and
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vibrant LSC-funded programs and healthy and vibrant state justice
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communities to which all LSC- funded programs belong - we will
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present our work in this third report in terms of our activities to
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promote healthy programs and healthy state justice communities. We
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believe this format will provide the LSC Board of Directors a
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complete and true picture of the work we pursued in 2002 to build
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legal services delivery system in which no eligible client is
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turned away, and in which every eligible client is provided high
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quality legal services.
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We thank the LSC Board of Directors for giving us this
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opportunity to present our work. More importantly, we thank the LSC
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Board of Directors for giving us the opportunity to improve a legal
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services delivery system that is so valuable to our clients, so
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essential to a democratic way of life, and so very important to all
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of us. The Legal Services Corporation exists to help our clients
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address their legal wrongs and promote their legal rights. To the
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extent that we have been given the opportunity to participate fully
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in addressing this important and primary mission of LSC, we have
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been truly fortunate.
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I. Structural Changes in the Delivery System
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Since 1998, LSC has initiated and overseen significant
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structural changes in the number and configuration of LSC-funded
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programs in order to develop more powerful and effective state
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delivery systems. The Office of Program Performance (OPP) staff
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have assisted LSC grantees and state justice communities with this
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change process in a number of ways, including the provision of
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significant technical assistance to help with planning and
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implementation. In 2002, LSC made $60,000 available to help six
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states develop effective plans and $130,000 to assist nine states
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institute new delivery structures. Significant staff resources also
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have been devoted to on-site visits and to sharing information and
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best practices, targeting programs undergoing consolidation.
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Planning for Change
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Technical Assistance for Planning. In 2002, LSC gave
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technical assistance to Alabama, Arkansas, Mississippi, Missouri,
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Montana, and New York, enabling these six states to obtain
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important consulting and facilitative assistance with configuration
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and overall planning.
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Configuration Changes. Nine states completed
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configuration planning in 2002 and submitted proposals for
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significant structural change, with completion dates in 2003 and
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2004. Each of these states received LSC planning assistance funds.
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Configuration planning commenced in another six states.
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Changes Effective in 2003
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Iowa. Iowa will become one statewide service area. The
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Legal Services Corporation of Iowa, which serves 98 of Iowa's 99
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counties, has absorbed the assets of the single county Polk County
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program and changed its name to Iowa Legal Aid, reflecting its
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expanded service area.
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Michigan. After years of effort, 10 basic field service
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areas have been consolidated into five. The new configuration
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improves opportunities to increase resources and access and achieve
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greater equity in client service.
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New Jersey. The state's 14 service areas have been
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consolidated into a much more manageable six. One of our most
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highly integrated and comprehensive delivery systems, New Jersey is
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now poised to deliver even better services to low-income
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persons.
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North Dakota. Two separate Native American service areas
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and two Basic Field service areas have been combined into one
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Native American area and one Basic Field area, and a grant for both
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made to a single program. This will yield more geographically
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equitable service, especially for Native American
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clients.
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Changes Effective in 2004
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Florida. Twelve LSC-funded service areas have been
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combined into seven regions. Under Florida's plan, which was
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accepted by LSC this summer, the LSC-funded programs will continue
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to anchor the delivery system and provide the lion's share of basic
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legal services to low-income residents.
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New York. The New York plan, also accepted by LSC this
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summer, reduces the state's 14 service areas to seven. By combining
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many of the smaller service areas, the new configuration
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establishes a sturdier platform for client services and the future
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growth of New York's equal justice system.
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Alabama. Alabama has just submitted its plan to
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consolidate three service areas into a statewide program. Planners
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believe this will improve coordination of resources with LSC and
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non-LSC programs, and assure uniform delivery of services to
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clients throughout the state.
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Missouri. Missouri's Legal Services Commission, with
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appointees from the state Supreme Court and Missouri Bar,
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recommended consolidation of the state's LSC service areas into one
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LSC-funded program, beginning in 2004.
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Mississippi. After a year of planning, Mississippi has
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committed to producing a reconfiguration proposal by January 15,
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2003.
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Future Changes
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• Massachusetts, Minnesota, Ohio, Oregon, Puerto Rico, and South
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Dakota. These five states and one territory received notices of
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configuration concern from LSC in 2002. Nearly all have experienced
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structural changes in their delivery systems since 1995. Now each
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will embark on a review of the efficacy of current configuration
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patterns, and report to LSC on their studies in 2003.
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Implementing Change
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Assistance to Merging Programs. LSC staff give
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substantial assistance to merging programs. In 2002, programs
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merged or prepared for merger in Iowa, Louisiana, New Jersey, North
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Dakota, Wisconsin, Texas, and New Mexico. Our efforts with these
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programs varied depending on need. We wrote checklists of merger
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issues to consider during the merger process and shared model
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documents developed by other programs. When asked, LSC made
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available information on consultants with special expertise in
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merging non-profit entities. We referred programs to peers that had
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successfully addressed similar merger challenges. Over and above
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assisting with the technical aspects of merger, we helped programs
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resolve issues that interfered with
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creating and maintaining a comprehensive integrated delivery
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system in the reconfigured service area.
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Special grant conditions for programs that merged in
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2002. Our special grant conditions required periodic submission of
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written progress reports on achieving a comprehensive integrated
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delivery system. Programs in California, Illinois, Kentucky,
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Louisiana, Michigan, Mississippi, North and South Carolina, South
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Dakota, Tennessee, Texas and Virginia received special grant
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conditions. In many instances, LSC staff responded to their reports
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with written feedback.
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Technical Assistance to Assist with Consolidations. In
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2002, LSC gave $130,000 in merger technical assistance to nine
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states: Arkansas, Iowa, Louisiana, New Mexico, North Carolina,
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South Dakota, Tennessee, Texas and West Virginia. This money
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underwrote assistance for technology; leadership and team building;
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labor relations, including salaries, benefits, pensions and revised
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personnel policies; fund balances; due diligence and other
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merger-related legal work; office space and insurance; planning
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committee efforts; changes in intake, hotlines and case management
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systems; and other consolidation issues. In two states, our funds
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helped leverage new resources.
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II. Quality Improvement
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At the core of powerful and effective delivery systems are high
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quality legal services programs. OPP staff work with grantees to
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enhance the quality of their work through ongoing contact, through
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LSC's Library Resource Initiative (see section IV), and through
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program visits. Program visits allow staff to monitor program
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developments, to learn about problems, and to develop new
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strategies for expanding access and enhancing quality.
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On-site reviews take a number of forms. Technical assistance
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visits are conducted after LSC receives a request from a program
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for assistance in a particular area such as intake systems, legal
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work management and supervision, or technology. Program inquiry
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visits are designed to gather information and to give LSC
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additional knowledge about programs that have not been visited
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recently. Program inquiry visits also occur when LSC staff believe
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that certain challenges facing the program need LSC's attention.
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TIG visits are made to Technology Initiative Grant (TIG)
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recipients. (In 2002, we visited programs that received TIG funding
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in 2000 and 2001 to review technology progress under the grant.)
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Finally, post-reconfiguration visits occur two years after a
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service area has been reconfigured to assess how well the program
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is serving the new service area and the extent to which the
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restructured organization is operating cohesively.
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OPP conducted 14 on-site visits in 2002. All fourteen visits
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lasted several days (one required 10 business days due to the size
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and location of the program), and involved two to five persons.
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Consultants sometimes served as team members, and often OPP
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technology staff joined teams to lend their special expertise.
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Program-inquiry Visits. Occurred in Oklahoma, New York,
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Wisconsin, Delaware, and Wyoming. In addition, program-inquiry
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visits conducted in combination with state planning visits took
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place in the District of Columbia, Alaska, Kansas, and
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Hawaii.
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Post-reconfiguration Visits. Occurred in California,
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Colorado, and Arizona.
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Technical Assistance Visits. We responded to requests
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from programs in Arkansas and Maryland for technical assistance
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visits.
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TIG Visits. In addition to the 14 on-site program quality
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reviews, OPP technology staff visited our 2000 and 2001 Technology
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Initiative Grant (TIG) recipients in Indiana, South Carolina,
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Pennsylvania, Mississippi, Illinois, and Tennessee.
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III. Diversity, Leadership and Inclusion
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Early in 2002, LSC invited a small group of national leaders
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with a deep interest in promoting multicultural diversity to advise
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LSC on how best to help grantees reach their diversity goals. The
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advisory committee's preeminent project was to help create and
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produce a training tool on leadership and diversity for program
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boards and managers. This resource was completed in November 2002.
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In 2002, LSC acted on several other items listed in its Action
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Agenda on Diversity, a summary of ideas and suggestions raised in
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LSC's 2001 national conversations on diversity.
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• Board Training Module on Leadership and Diversity
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This resource is intended to assist programs with diversity
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initiatives and guide grantee board and management discussions on
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the importance of diversity in providing high-quality and
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appropriate services to clients. It can be used in conjunction with
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regular board trainings or as a stand-alone device. Leadership and
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Diversity: The Link That Promotes Effective Delivery of Legal
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Services was tested with good results at two sites - a statewide
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program in the northeast and a large southwestern program. Early in
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2003, the module will be given to every LSC-funded program. We
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anticipate that the module will increase commitment to building a
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multi-culturally competent staff and services that reflect the
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diverse backgrounds of client communities by engaging boards in
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candid conversations and exercises on fostering inclusion,
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cultivating new leadership, and expanding diversity parameters in
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their programs. Program staff research, (explained below in
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Collecting Diversity Data), indicates that many program boards and
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managers need to reemphasize diversity in staff recruitment,
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promotion, and strategies to reach overlooked client groups.
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• Education and Outreach
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Southeast Project Directors Association. LSC organized a
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well-received panel at the SEPDA Conference to showcase how well
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two state communities of justice and two programs used
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reconfiguration activities to expand diversity within staff and
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volunteer ranks, and for instituting programmatic measures that
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will generate a new cadre of leaders in the legal services
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community.
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Virginia Annual Legal Aid Conference. At this statewide training
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event, we joined a panel that addressed how legal services programs
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and equal justice communities can effectively recruit and retain a
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diverse work force, among other critical diversity activities.
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Later in 2002, building on this panel, the Virginia State Planning
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Assembly began creating an action plan of goals for obtaining
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diverse staff and boards, growing a diverse corps of leaders and
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deeper engagement with the client community.
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Other Public Forums. Vice President for Programs Randi Youells
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repeatedly highlighted diversity's essential role in a healthy and
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effective legal services system in talks she gave throughout the
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year to program staff, civil justice leaders, and state justice
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communities. In this way, the LSC diversity message was delivered
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locally in states like Arizona and Montana, and nationally through
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articles in the MIE Journal and NLADA Update. She promoted
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diversity in speeches she was invited to give to partner
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organizations - the combined Conference of State Court Judges and
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Conference of State Court Administrators, the International Legal
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Aid Group and through the Ontario (Canada) Legal Aid Speakers
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Series. Our commitment to a nuanced approach to diversity was
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apparent in each meeting of the LSC Board Provisions Committee as
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staff regularly reported on activities in this area, and presenters
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invited from our programs reflected the importance of inclusion in
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the topics they addressed and in the communities they
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represented.
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• Leadership Mentoring Efforts
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Responding to a concern raised at LSC's 2002 conference for
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directors of statewide programs, we designed a pilot mentoring
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project for new statewide program executive directors. In its
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initial phase, the project matched two new statewide program
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directors with an experienced one. The three convened at each
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other's programs and over the telephone to explore topics such as
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executive leadership, managing change, and state planning in states
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with one LSC grantee.
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• Collecting Diversity Data
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Through the Competition Process. Through its competitive grant
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process, LSC obtains and reviews substantial data on an applicant's
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capacity to respond to a diverse client community. Using this
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information, LSC can learn how each applicant proposes to diminish
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client access barriers including cultural, geographic, and language
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barriers; how the applicant will engage clients with access
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barriers; the racial, ethnic and gender distribution of the
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applicant's staff; strategies used to recruit, retain, and promote
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diverse staff; training events that address diversity; and how the
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organization is building leadership that is diverse.
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Using Case Service Reports. CSR's, which grantees are required
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to submit annually to LSC, contain data on program staff as well as
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on cases closed during a calendar year. Early in 2002, we reported
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on our examination of 1996-2000 data on gender and race of
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executive directors of LSC-funded programs. We discovered that
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reconfiguration, within the confines of state planning, did not
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diminish the percent of minorities and women in leadership
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positions in our programs. We saw that, despite vigorous efforts to
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increase diversity in state justice communities and particularly in
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leadership positions, the ethnic profiles of our executive
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directors remained virtually unchanged, and the number of women
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directors was significantly lower than their percentage in the
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attorney workforce. Later in 2002, we were able to study the 2001
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data. These indicated that the number of directors of color rose
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from 16 percent to 21 percent of the director population.
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Unfortunately, the data also showed that the number of women
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directors continues to lag behind their increasing presence in our
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grantees' attorney ranks.
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IV. Identifying and Sharing Best Practices
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Legal services programs often pioneer creative responses to the
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challenge of high quality, effective services for clients. At LSC,
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we are frequently impressed with the range of novel approaches that
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practitioners have devised.
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In October 2002, we launched the LSC Resource Library Initiative
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(LRI), a website committed to ensuring that LSC programs are aware
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of and have access to innovations in civil legal services work. The
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project is dedicated to raising the standard of practice in legal
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services programs by encouraging the cross-fertilization of
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innovative practices through facilitating the voluntary exchange of
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exemplary practices. LRI showcases a variety of original and
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effective activities ranging from how to conduct a comprehensive
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strategic planning process to new ideas for serving hard-to-reach
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populations. Ten weeks after OPP launched LRI, site activity
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reports showed that users had viewed approximately 15,500 pages.
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LRI is available online at www.lri.lsc.gov.
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V. Managing Information to Improve Grants Administration and
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Program Quality
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LSC's Office of Information Management (OIM) along with OPP
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recently launched the Electronic Grants Award Letter (EGAL) system.
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This initiative permits LSC to distribute grant award letters
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electronically from a secure website. EGAL's benefits include an
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electronic archive of competitive grant contracts, immediate access
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to digital grant award documents, reduction in administrative cost,
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and faster and more efficient transmittal of information to
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grantees. Similarly, OIM revised the electronic Grant Renewal
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Application to accommodate new information sought by LSC and to
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ensure greater ease for users.
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During 2002, OIM obtained the 2000 Census figures, at state and
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county levels, and devoted substantial time to calculating poverty
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population for each of our grantees' service areas under these new
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figures. This information was supplied to all grantees and will be
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the basis of our grant awards for the next decade.
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LSC is committed to providing the United States Congress and the
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public with the most accurate information possible. Closed case
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statistics form a major component of the program activity data
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collected by LSC, and are a critical measure of the impact of
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federal funding on the legal problems of people living in poverty.
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Therefore, it is essential to assure the accuracy of the CSR data.
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Each year, OIM staff assists our grantees in verifying the
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reporting of CSR data through the annual self-inspection
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process.
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The purpose of the self-inspection process is to give our
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grantees a means to ensure that their CSR data meet LSC standards
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for accuracy. In January of each year, LSC distributes a Case
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Review Form. The Form contains a list of questions that identify
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key requirements that need to be met in order to report a case to
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LSC. Grantees statistically "sample" the cases closed in the
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previous year to determine if the "sampled" cases generally meet
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the requirements for reporting cases to LSC. If ten percent or more
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of the cases sampled in the self-inspection process have problems,
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then LSC assumes that there are overall problems within the
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grantee's case closing records, which may affect the accuracy of
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the CSR data. In the event that the selfinspection process does
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reveal problems, grantees are asked to consult with LSC to
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determine the appropriate corrective action. All grantees are
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required to submit their Self-Inspection Certification and Summary
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Forms to LSC in March of each year for the previous year. The
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information is turned over to LSC's Office of Compliance and
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Enforcement, which is responsible for monitoring the accuracy of
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the CSR system and CSR data.
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VI. Technology
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Strategic Directions 2000-2005 identifies technology as a
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primary strategy for enhancing client access to services. We have
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observed that many more clients receive some assistance when
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technologically sophisticated intake systems are installed.
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Computerized and web-based self-help programs make high quality
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information available to those who would be denied aid because of
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resource limitations and case acceptance criteria. Technology
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innovations can improve full representation through quicker legal
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research and information gathering capacities. Finally, stronger
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technology systems allow a program's staff to experience more
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effective supervision and coordination.
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The Technology Initiative Grant Program (TIG) is LSC's most
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powerful tool to help programs ramp up existing technology systems.
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In 2002, 55 TIG awards were granted. The improvements and projects
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they funded are discussed below (see Section VII. Training, Section
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IX. Pro Se Enhancement, Section XI. Pro Bono Enhancement, and
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Section XII. Intake Enhancement).
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The Technology Initiatives Grant Program
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LSC received 98 grant applications for the 2002 TIG funding.
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Screening them required seven review sessions with outside panels,
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internal review sessions, and special sessions with OPP staff to
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analyze how the applications affected program quality and state
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planning concerns. Staff recommendations went first to Vice
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President Randi Youells and then to President Erlenborn for final
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funding decisions.
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LSC's 55 TIG grants totaled $4.4 million. They foster our
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objective of improving access to justice for clients. For example,
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the grants will allow:
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Alaska to install computers in six courthouses with
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access to legal information and self-help materials on the
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statewide legal services website.
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Guam to put 21 computers in the village mayors' offices,
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with access to legal information and self-help materials that are
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mounted on a new statewide website.
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Maryland to create a web-based pro se litigant support
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system for some of the 24 court-funded assisted pro se programs.
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Users will be able to view their own personal web pages as
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"personal case account managers," and resource their files. In
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development is information about a panel of attorneys to provide
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"unbundled" services and mediators who offer free services to pro
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se litigants.
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Orange County, California to expand the I-CAN!
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(Interactive Community Assistance Network) services to include an
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Earned Income Credit module. Low-income workers will be able to
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complete the Schedule EIC and related tax forms, and file them
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electronically. The Internal Revenue Service is a partner in this
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project.
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Washington State to support their joint courts/legal
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services planning for the effective utilization of technology
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resources for self represented litigants
592
593
594
Expanding on earlier grants for statewide websites, LSC made 12
595
new awards, bringing the total number of states that are building
596
and maintaining statewide websites to more than 40. These sites
597
enable a state's residents to benefit from centrally maintained and
598
up-to-date resources for legal information and self-help
599
materials.
600
601
602
603
VII. Training
604
Many areas of poverty law are highly specialized. To ensure top
605
quality representation, legal workers need ongoing training in new
606
and complex areas of law. Low levels of funding and the absence of
607
state, regional and national poverty training materials and
608
teachers can diminish opportunities for staff education on
609
substantive poverty law issues. Through the competition process,
610
our work with state justice communities and with TIG funding, LSC
611
helps grantees meet critical training needs. In 2002, we designed
612
several new approaches.
613
614
New Lawyer Training Project
615
Pursuant to a contract with the National Center on Poverty Law,
616
NCPL held training events at nine sites nationally on conducting
617
poverty law research via the Internet and other webbased tools. The
618
training was structured to allow participants to subsequently train
619
colleagues who did not attend the sessions. These events were so
620
popular that NCPL replicated them at new sites, not funded under
621
the LSC contract.
622
The LSC contract required NCPL to produce a 250-page Poverty Law
623
Manual that introduces advocates to the fundamentals of poverty
624
law. A hard copy of this manual was distributed to all new legal
625
services attorneys in the country. It is available electronically
626
at NCPL's website.
627
628
629
Technology Grants Focused On Training
630
Two 2002 TIG awards focus on training. In one, Legal Services
631
Law Line of Vermont, Inc. will make nationally available on-line
632
the core curriculum of the Legal Services Training Consortium of
633
New England, and provide a platform for other legal services
634
organizations to obtain distance learning opportunities, allowing
635
advocates to get skills training without the usual financial and
636
travel costs. In the second, Legal Aid Society of Orange County
637
will create a national technology training and curriculum project
638
to build capacity across many audiences within the legal services
639
community. This will extend the implementation of model technology
640
innovations that improve justice for low-income clients.
641
642
643
Technology Technical Assistance Days of Service
644
OPP staff offer hands-on technology training by building on
645
national legal services events. One example is our "Day of
646
Service." This project is supported by our TIG funds and is
647
organized by the National Technology Assistance Project (NTAP). A
648
Day of Service occurs on the day before the opening of a national
649
conference. The technology staffs of all the programs attending the
650
conference (including OPP staff) convene the day before the
651
conference begins to lend technical expertise to the legal services
652
program in the host city. Days of Service have benefited Legal Aid
653
Society of Cleveland (in conjunction with the ABA/NLADA Equal
654
Justice Conference), Legal Action of Wisconsin (prior to the NLADA
655
Annual Meeting), and Greater Orlando Area Legal Services (in
656
conjunction with the Nonprofit Technology Enterprise Network
657
(N-TEN) Conference).
658
Another innovative project that is held on conjunction with
659
national legal services meetings is our Cyber Café. In 2002, we
660
hosted a Cyber Café at both the NLADA Annual Meeting and at the
661
Equal Justice Conference to give Internet access to conference
662
participants, allowing them to check their email. Our Cyber Café
663
also allows technology staff from around the country to demonstrate
664
new software and discuss technology resources with conferees.
665
666
667
668
VIII. Measurement and Evaluation
669
It is crucial to the strategic planning process to measure the
670
volume of our grantees' work and to evaluate the success of their
671
approaches. To this end, OPP has built systems for determining the
672
effectiveness of our strategic initiatives. Described below are
673
measures we have been refining over the past year to capture
674
information on the effects of state planning, the amount and type
675
of service that programs give, client outcomes, program delivery
676
systems, and the impact on services of our technology grants.
677
678
State Justice Communities Planning Initiative Evaluation
679
Instrument
680
In order to insure the highest quality and maximum level of
681
services to potentially eligible clients in each state, and so that
682
the goal of meeting those needs will be realized, LSC has developed
683
the State Justice Communities Planning Initiative Evaluation
684
Instrument. A design team of 14 representatives from the legal
685
services community - including providers, clients, courts and other
686
stakeholder entities - worked assiduously over the year to produce
687
a tool that will be tested in 2003, revised pursuant to that
688
process, and ultimately used nationally. The instrument is designed
689
to assess the health and vibrancy of each state justice
690
community/state legal services delivery system, establish
691
benchmarks against which further progress can be measured, and
692
begin to gather data to allow comparisons of state justice
693
communities.
694
695
696
State Planning Self Evaluation Process
697
Pending implementation of the State Planning Evaluation
698
Instrument, LSC responded to and engaged state justice communities
699
around the self-evaluations reports they sent in pursuant to
700
Program Letter 2000-07. Our feedback focus is on the relationship
701
between the structure of a delivery system and its capacity to
702
provide client access to a full range of services no matter where
703
in the state the client resides, while at the same time
704
anticipating and providing for clients' emerging legal needs and
705
aspirations.
706
707
708
Analyses of Case Closing Data
709
Program staff from the Office of Information Management reviewed
710
Case Service Reports (CSR) for 1991 through 2000 to discern trends
711
in the types and numbers of cases closed by grantees. Their
712
analysis revealed that most programs experienced declines in cases
713
closed during periods of dramatic funding reductions and before
714
they (with and without LSC assistance) aggressively sought other
715
forms of funding (e.g., mid-1990's). In spite of a diminution in
716
cases closed, however, programs showed remarkable stability in the
717
kinds of cases they reported. The data indicate correlations
718
between the number of brief service and/or counsel and advice cases
719
closed and the institution of telephone intake systems. They also
720
show that the percentage of extended service cases also grew,
721
demonstrating that LSC grantees continue to vigorously represent
722
clients in the more traditional forums of administrative hearings,
723
mediations, and trial and appellate courts even as they institute
724
innovative full-service intake systems. Our study, reported
725
nationally by Randi Youells at the Conference of State Court Judges
726
and Conference of State Court Administrators, also vividly
727
illustrated what we do not know about our grantees' work - the
728
difference it makes in clients' lives and how it has benefited the
729
community.
730
731
732
Measurement of Services Programs Provide in Addition to
733
Cases
734
Some low-income persons who seek assistance at LSC programs need
735
only legal information, guidance with self-representation or a
736
referral to an organization more appropriate to their needs. LSC
737
has stressed the merit of these limited services though several
738
strategies, including technology grants to support statewide
739
websites, LRI to share innovative practices, and state planning
740
requirements that touch on pro se assistance, community legal
741
education and similar services.
742
The matters reports allow OPP, for the first time, to learn
743
about the type and volume of grantee work that does not constitute
744
"cases." These activities include community legal education, some
745
forms of pro se assistance, referrals, outreach, indirect services
746
including training to non-legal advocates who help low income
747
people, and other services, including mediation and alternative
748
dispute resolution.
749
Although we collected data on matters work undertaken during the
750
last six months of 2001, we were not able to analyze and report on
751
them to the LSC Board and on our website until 2002. More than two
752
million people received significant matters services from grantees
753
in the second half of 2001. All but one of the programs provided
754
community legal education, 89 percent engaged in outreach
755
activities, and 75 percent disseminated pro se information.
756
Grantees reported providing referral information to more than
757
530,000 people. The importance of matters services to the
758
low-income community is demonstrated in our report, which also
759
includes summaries of innovative approaches that have allowed
760
grantees to offer clients services that do not fall into the
761
"cases" category, but are nonetheless significant.
762
The matters report is at
763
http://www.lsc.gov/Websitedocs/MR080802.pdf.
764
765
766
Measurement of Outcomes
767
Development of an outcome measures reporting system to
768
supplement or replace LSC's CSR system is underway. In 2002, LSC
769
posted a Request for Information in the Federal Register, as the
770
first step to issuing a Request for Proposals to develop an outcome
771
measurement system. In late 2002, LSC hired an experienced
772
consultant to study and report on existing systems in the legal
773
services community and make recommendations on approaches LSC could
774
adopt.
775
776
777
Measurement of Quality through Quality Review Visits
778
LSC expanded its on-site program reviews to include internal
779
protocols for visiting recently merged programs and for evaluating
780
a program's closed case statistics. The purpose of the former is to
781
learn whether all elements of a newly merged program are
782
functioning cohesively, and to identify areas where technical
783
assistance may help achieve a unified operation. Protocols on
784
closed cases will ensure the consistent application of our analysis
785
factors. Both new protocols will be used by staff and consultants
786
who review programs and in their reports and recommendations based
787
on the reviews.
788
789
790
Measurement of Quality through the Grant Application
791
Process
792
Through the competitive grants process, LSC evaluates an
793
applicant's capacity to provide effective and efficient high
794
quality legal representation to eligible clients. Assessments also
795
are made of an applicant's participation in an integrated delivery
796
system that seeks to make the most efficient use of all resources,
797
strives for innovations in delivery mechanisms and creatively
798
involves the private bar. Criteria and standards used to measure
799
the strength of a legal services delivery network are derived from
800
the LSC Act and regulations, LSC Performance Criteria, American Bar
801
Association (ABA) Standards for Programs Providing Civil Pro Bono
802
Legal Services to Persons of Limited Means, and ABA Standards for
803
Providers of Civil Legal Services to the Poor.
804
Recently, LSC examined its competitive grants process, through a
805
series of discussions, and surveys and interviews with consultants,
806
LSC grantees and staff, to determine its effectiveness in measuring
807
an applicant's capacity to provide high quality, client-centered
808
legal services. The results demonstrated that our process is a
809
useful and effective tool for assessing the quality of legal
810
services delivery. Suggestions on how to improve the current
811
process were implemented and, as a result, LSC will be sending
812
feedback letters to applicants that filed grant proposals for 2003
813
funding to begin a dialogue about the applicant's delivery system
814
based on the grant application. Additionally, our Request for
815
Proposals now encourages applicants to describe the quality of
816
their delivery approach, the unique features of their service area
817
and any model projects.
818
819
820
The Evaluation of Technology Projects
821
TIG funds support the Technology Evaluation Project, an
822
initiative of the Legal Aid Society of Cincinnati. The Project
823
creates evaluation instruments for statewide websites, also
824
supported by TIG awards. Created over the course of the year, the
825
tools were distributed to programs for comment at the end of 2002.
826
User feedback is expected early in 2003, after which the tools will
827
be modified if necessary and distributed. When perfected, the tools
828
will allow programs to evaluate their technology projects during
829
implementation phases to both assure successful completion and,
830
ultimately, to determine whether their goals were achieved.
831
832
833
834
IX. Pro Se Enhancement
835
One of the best ways to help the approximately 80 percent of
836
low-income persons who need legal assistance but must do without,
837
is to arm self-represented litigants with quality information and
838
assistance. LSC does this in two ways. One is by giving self-help
839
assistance directly through our programs (such as with the I-CAN
840
system and the statewide websites) and the second is by enhancing
841
existing efforts on behalf of pro se clients.
842
843
TIG Pro Se Efforts
844
This year, TIG made 40 grants that directly touch on pro se.
845
Eighteen were website renewal grants to statewide websites begun in
846
previous years. Thirteen were for new statewide websites. An
847
additional nine were for other pro se projects. One put self-help
848
computers in each of Guam's 21 mayors' community offices; another
849
put self-help stations in six remote courthouses in Alaska. A
850
third, made to Atlanta Legal Aid (partnering with Georgia Legal
851
Services), built on earlier efforts by AARP and created Self Help
852
Offices (SHO) for an urban setting (Atlanta) and a rural setting (a
853
mobile office that will move from community to community).
854
TIG staff presented the TIG-funded I-CAN project from Orange
855
County, California to the Virginia Court System. We also organized
856
a conference on document assembly software in New York City. At
857
that event, legal services personnel, court personnel, and other
858
technology experts saw demonstrations by four companies on their
859
products, and assessed their utility for preparing pro se
860
documents. After weighing the options, we arranged for a donation
861
from Lexis of their HotDocs document assembly software for each
862
state, which will greatly enhance the availability of legal forms
863
that lay people can easily fill out online.
864
Recognizing that self-represented litigants are a challenge for
865
court systems, LSC has collaborated with the National Center for
866
State Courts, the State Justice Institute, the American Judicature
867
Society, Pro Bono Net, and Zorza Associates to create a website
868
resource center for professionals involved in self-help projects.
869
This is one of several endeavors by an ad hoc pro se group that has
870
continued to work jointly on enhancements for pro se since it was
871
first organized, in 2000 at LSC's charter TIG Conference. In June,
872
at the Annual Conference of Chief Justices-Conference of State
873
Court Administrators, LSC held two sessions on successful self help
874
initiatives, and met informally with judges and administrators to
875
examine potential and existing pro se partnerships between civil
876
court systems and legal services programs.
877
878
879
880
X. Resource Development
881
Substantial new resources are essential to increased access to
882
and availability of services to low-income persons. Level LSC
883
funding, census-related cuts in many program budgets, downturns in
884
IOLTA and state government revenues made this past year one where
885
LSC support for resource development was essential to the vitality
886
of programs and state justice communities.
887
In 2002, LSC continued to offer technical assistance to lower
888
funded states to increase resources. For example, our funds made it
889
possible for Louisiana to adopt a multi-year development plan, and
890
allowed West Virginia to launch a three-year private bar campaign
891
that secured almost $300,000 in contributions and pledges prior to
892
kickoff, with the expectation of reaching its goal of $1.2 million.
893
Collaborative efforts also are yielding gains in other states.
894
895
896
897
Pennsylvania civil justice community stakeholders joined
898
to bring about passage of a filing fee surcharge law that will
899
ultimately give about $7.6 million of annual funding for civil
900
legal aid.
901
902
903
904
Delaware state planners collaborated on an endowment fund
905
that will provide longterm support for legal services. It was made
906
possible by Delaware's Combined Campaign for Justice, a coordinated
907
fundraising effort by the state planning committee sponsored by the
908
Delaware State Bar Association and other justice community
909
stakeholders.
910
911
912
913
In Virginia, state planners were able to increase filing
914
fee funding by 50 percent and, through the statewide funding
915
planning team, created a statewide funding action plan adopted by
916
the Virginia Statewide Planning Assembly.
917
918
919
920
921
XI. Pro Bono Enhancement
922
One of the most powerful ways to expand client services and
923
support for providers is to engage the private bar in poverty law
924
activities. Historically two barriers have interfered with broad
925
participation in pro bono projects. One is that few lawyers are
926
experienced in poverty law and most are reluctant - without support
927
and assistance - to handle such cases. Second, many private
928
practitioners are unwilling to take a case when the effort it will
929
require is not clearly set forth at the outset. Fortunately, many
930
of these lawyers are willing and able to help in other ways.
931
932
Websites
933
Early indications are that pro bono websites have the potential
934
to address the expertise gap. As currently utilized, a pro bono
935
website has two chief functions. One is to list cases and projects
936
that will benefit from private attorney involvement. The second is
937
to provide resources relevant to the cases and projects listed on
938
the website by making available materials (such as forms and
939
briefing information) relevant to the cases listed on the website
940
and electronic access to experts who will assist the pro bono
941
attorney. The first function acts as a forum for finding volunteers
942
for such activities as consulting on cases, handling economic
943
development transactions or working on intake systems. The second
944
website function supports volunteers who are uncomfortable in a new
945
area of law and need guidance and direction.
946
947
948
Special Communities
949
LSC administers the grant for the Veterans Consortium Pro Bono
950
Program to make available high quality free legal assistance to
951
litigants before the U.S. Court of Appeals for Veterans Claims who
952
cannot afford the cost of representation. This year through the
953
competitive grants process, LSC awarded a four-year grant to the
954
Veterans Pro Bono Consortium, a national organization that assists
955
veterans with their appeals process by linking them with pro bono
956
attorneys.
957
958
959
TIG Initiatives
960
In each of the statewide websites supported by TIG funds, there
961
is or soon will be a section committed to pro bono attorneys. The
962
section is modeled after ProBono.Net in New York City, a popular
963
resource that contains substantial information on areas of law
964
relevant to pro bono projects, a calendar for CLE events and forms
965
through which volunteers can pose questions to experts, among other
966
tools. Pro bono attorneys are a valuable asset for low-income
967
people who have legal problems. We want to sustain and grow private
968
attorney engagement by giving volunteers the necessary tools and
969
support. And website pro bono sections are essential to doing
970
so.
971
972
973
974
XII. Intake Enhancement
975
Efficient intake systems not only screen clients for eligibility
976
but also give advice, brief service and referral assistance to
977
those who cannot be fully represented. Used well, intake systems
978
offer the promise of increasing assistance to many who are not
979
currently served. LSC staff were struck by the many innovative
980
systems used across the country. In 2002, we took the steps to
981
encourage their growth and improvement through a program letter
982
outlining what we believe to be model intake practices. We also
983
added review of and feedback on intake systems to all of our
984
quality review visits, and, through our technology grants, we made
985
it possible for programs to improve their own systems using the
986
experiences of peers.
987
988
LSC's Program Letter on Intake
989
Our Program Letter on the characteristics of a telephone intake,
990
advice and referral system sets out the attributes of a superb
991
system for grantees to both inform the field and create a set of
992
standards LSC can use during on-site visits and for evaluating
993
grant applications. Intrinsic to the development of the Program
994
Letter, was the input we solicited on exemplary systems from
995
individuals and organizations with special knowledge or experience
996
about the topic.
997
998
999
Intake as a Critical Component of Quality Review Visits
1000
Intake systems are examined during our on-site program quality
1001
visits. In 2002, recommendations and requirements issued in the
1002
wake of our visits led several programs to substantially modify
1003
their intake procedures. One program was told to restructure its
1004
capacity for telephone advice and brief service so that clients
1005
would not have to personally come to the office for an intake
1006
interview. We strongly encouraged another program to adopt
1007
program-wide intake protocols that would make case handling
1008
consistent among all offices.
1009
1010
1011
TIG Grants Enhancing Intake
1012
Before a low-income person can receive appropriate legal
1013
assistance, that individual has to gain access to legal services
1014
system. LSC promotes the use of technology to remove barriers to
1015
access by establishing seamless intake systems that cover an entire
1016
state. Several 2002 TIG awards, now well underway, targeted intake
1017
systems. In Virginia, callers to the statewide toll free number now
1018
are not only routed to an intake worker in the program serving
1019
their area, but can hear informative recordings on relevant legal
1020
topics twenty-four hours a day, in English and Spanish.
1021
Building on last year's grant, the TIG 2002 award to Potomac
1022
Legal Aid Society (PLAS) allows the program to reach the area's
1023
underserved Asian American community. The ASP database program will
1024
enable the Asian Pacific American Legal Resource Center (APALRC) to
1025
conduct client intake at their offices of mono-lingual Asian
1026
American clients, and then transfer eligibility and case data over
1027
the Internet to PLAS if the client needs brief legal advice, or to
1028
LSNV for extended representation. Interpreters will be provided by
1029
APALRC.
1030
A TIG award to the Northwest Justice Project (Washington)
1031
streamlines case referral from CLEAR (the state's telephone intake
1032
program) to the state's other legal services providers. Instead of
1033
printing out intake forms and faxing them to the other providers,
1034
who then must manually enter the data into their systems, intake
1035
information will be transferred electronically from one system to
1036
the other. The result is an extraordinary savings in staff time and
1037
has become a model for other intake systems.
1038
1039
1040
1041
XIII. Promoting the Development of Effective Legal
1042
Services
1043
In 2002, LSC also relied on a broader national platform and
1044
collaborations with national partners to underline the centrality
1045
of new and more effective strategies to expand access and
1046
availability of legal services.
1047
1048
1049
1050
1051
LSC Vice President for Programs Randi Youells tirelessly
1052
promoted our message of vigorous and effective justice communities
1053
that serve clients across a given state no matter what cultural,
1054
geographic or linguistic barriers interfere with their access. She
1055
traveled to meetings with local, regional and state grantees,
1056
participated in access to justice conferences and responded to
1057
international invitations to address legal aid groups. Highpoints
1058
of her peripatetic proselytizing in 2002 were:
1059
1060
1061
1062
o Access to Justice Conference in Montana
1063
1064
1065
o Community Legal Services 50th Year Anniversary
1066
(Arizona)
1067
1068
1069
o Southeast Project Directors Association Conference (New
1070
Orleans)
1071
1072
1073
o NLADA Mid-Year and Annual Meetings
1074
1075
1076
o Native American LSC-Funded Programs Meeting
1077
(Milwaukee)
1078
1079
1080
o Bay Area Legal Services (Tampa)
1081
1082
1083
o Puerto Rico Access to Justice Meeting
1084
1085
1086
o Conference of State Court Justice and State Court
1087
Administrators (Maine)
1088
1089
1090
o Ontario Legal Aid Speakers Series (Canada)
1091
1092
1093
o International Legal Aid Group (Tokyo)
1094
1095
1096
o Bellow-Sacks Symposium on Self-Represented Litigants
1097
(Boston)
1098
1099
1100
o TIG Conference (Chicago)
1101
1102
1103
o Access to Justice Meeting (New York City)
1104
1105
1106
1107
1108
1109
LSC held a conference on building state justice
1110
communities for executive directors of state and territory-wide
1111
recipient programs. Our goal was to focus executive directors on
1112
the fundamentals of planning for client-centered, comprehensive,
1113
integrated statewide justice communities. We convened the executive
1114
leadership from newly created statewide LSC-funded programs and the
1115
experienced leadership of the more historical statewide programs to
1116
share observations on challenges and opportunities created by state
1117
planning. Thirty-one program representatives attended, and every
1118
statewide LSC-funded program but one was represented. Also
1119
represented were our grantees in Puerto Rico, Guam and Virgin
1120
Islands programs.
1121
1122
1123
1124
1125
LSC held its Rural Issues and Delivery Symposium in
1126
Nebraska last fall. LSC Vice President for Programs Randi Youells
1127
and LSC Board Member Maria Luisa Mercado opened the three-day
1128
symposium by challenging conferees to help LSC develop practices
1129
and policies that guarantee high quality legal services to rural
1130
people - whether they are California farm workers, small farmers in
1131
the Midwest, migrant workers in the South, or Native Americans on
1132
reservations in the Southwest.
1133
1134
Conferees' answers to four questions (how to build
1135
collaborative relationships in rural environments; how to balance
1136
resources between urban and rural communities; how to achieve
1137
world-class delivery systems for rural clients; and how to expand
1138
resources for rural delivery) led to a list of broad
1139
recommendations for LSC and the legal services community, with
1140
particular emphasis on the development of a national voice for
1141
rural legal services.
1142
1143
1144
1145
LSC joined AARP and Management Information Exchange (MIE)
1146
to host "Innovations in Civil Legal Services," a workshop at the
1147
NLADA Annual Conference in Milwaukee to showcase best practices in
1148
the effective delivery of civil legal services to low-income
1149
people. We highlighted qualitative improvements in current
1150
structures along with innovative approaches to reaching
1151
hard-to-reach groups traditionally overlooked by providers. These
1152
exemplary practices also were posted on the LSC Resource Library
1153
Initiative website (LRI), ensuring easy and public access to
1154
information about them.
1155
1156
1157
1158
Among the TIG staff presentations at the 2002 Equal
1159
Justice Conference was the session highlighting several TIG
1160
projects in final implementation stage. Two projects were
1161
presented: the Ohio Statewide Website (www.ohiolegalservices.org)
1162
that became the national Kaivo template, and the Ohio Domestic
1163
Violence Resource Center (www.ohiodvresources.org), a website
1164
containing document creation software and replete with information
1165
specific to victims of domestic violence. The presentation also
1166
covered Hawaii's use of videoconferencing to serve clients, New
1167
Jersey's voice over IP (VOIP) technology, and Iowa's computer guide
1168
for lowincome residents.
1169
1170
1171
1172
TIG staff responded to a request from Jeanne Charn,
1173
Director of the Hale and Dorr Legal Services Center at Harvard Law
1174
School, to advise the Center on their current technology systems.
1175
The daylong meeting at Harvard looked at case management and
1176
quality assessment issues, and concluded with hopes for future
1177
partnerships between the Center and LSC.
1178
1179
1180
1181
1182
Over and above the activities described above, TIG staff
1183
made presentations at:
1184
1185
1186
1187
o Harvard Law School - Bellows-Sacks Legal
1188
Clinic
1189
1190
1191
o ABA National Conference of Bar Presidents
1192
1193
1194
o ABA Techshow
1195
1196
1197
o Chinese Legal Aid Delegation sponsored by the National
1198
Committee on United States-China Relations
1199
1200
1201
1202
1203
1204
LSC convened a June summit in St. Louis seeking feedback
1205
about the TIG program and on broader technology issues. Invited was
1206
a representative sample of program grantees and technology experts.
1207
We wanted to learn about the TIG program's effectiveness to date,
1208
areas for improvement, and ways we could encourage grantees to
1209
improve client services through emerging technologies.
1210
Deliberations ranged widely and many topics were aired. The report,
1211
summarizing the discussions of major issues and how LSC is
1212
responding to participants' recommendations, will issue in
1213
2003.
1214
1215
1216
1217
1218
XIV. Legal Work Management and Supervision
1219
One of best ways to obtain uniformly high quality services is to
1220
ensure that grantees' legal work management and supervision is
1221
rigorous and effective. Below, we describe our efforts during
1222
on-site visits and in the competition process to achieve this goal.
1223
We also show how the advocate component of statewide websites
1224
promotes effective representation by sharing legal resources and
1225
expertise - generally a function of legal work supervisors.
1226
1227
Legal Work Management Reviews in Quality Visits
1228
Legal work management and supervision systems are always on the
1229
table when LSC staff conduct an on-site program quality review. In
1230
2002, our reviews resulted in LSC recommending modifications in
1231
several programs' legal work management and supervision systems.
1232
When LSC staff found that one program lacked an effective way to
1233
monitor the quality of its advocates' written legal work, we gave
1234
specific directions on how the program could establish a system to
1235
ensure high quality written legal work. In another situation, we
1236
noted that a program lacked an effective method to monitor the
1237
professional growth of new and inexperienced staff. Again, we made
1238
specific suggestions on approaches to mentoring these
1239
individuals.
1240
1241
1242
Legal Work Management in the Competition Process
1243
Through the competitive grants process, LSC obtains and reviews
1244
a substantial amount of data on an applicant's plans and systems
1245
for legal work management and supervision, including:
1246
1247
1248
1249
how cases are assigned and supervised;
1250
1251
1252
1253
mechanisms to assure that cases and matters are handled
1254
in a timely manner;
1255
1256
1257
1258
mechanisms to assure that clients are kept informed and
1259
participate in decisions about their cases;
1260
1261
1262
1263
mechanisms to assure that case handlers are aware of and
1264
comply with the applicant's priorities, the LSC Act and LSC
1265
appropriations acts and regulatory requirements;
1266
1267
1268
1269
plans to ensure the availability of specialized expertise
1270
and legal research materials including practice manuals and related
1271
materials about substantive poverty law issues; and
1272
1273
1274
1275
timely information about key judicial, administrative and
1276
legislative developments at state and federal levels affecting
1277
eligible clients, and appropriate legal strategies to respond to
1278
those developments.
1279
1280
1281
1282
1283
Legal Work Management through Technology
1284
The TIG program has directed that a portion of the statewide
1285
websites be geared to advocates and their support. The advocate
1286
component of the website allows individual lawyers easy access to
1287
pro bono and legal services organizations and the support and
1288
training needed to represent clients effectively. The advocate
1289
component of the website is organized geographically (generally by
1290
state or city), by local practice areas and by national practice
1291
areas. Each practice area is defined by a substantive area of law
1292
(e.g., family law, immigration law, etc.). A leading pro bono or
1293
legal services organization "hosts" each geographic and practice
1294
area. Organizations are able to use the site's extensive resources
1295
to promote and recruit volunteers; they also are invited to
1296
contribute content to the site.
1297
Password-protected practice areas that are organized by legal
1298
topics allow users to share information online. The advocate's
1299
tools include online libraries of training materials, model
1300
pleadings and links, a current news page, a training and events
1301
calendar, postings of new cases for volunteers, and member-driven
1302
listservs. Both the news and calendar pages allow all users to
1303
submit their own articles and events. Administrative tools permit
1304
host organizations to revise content without a webmaster or
1305
significant technical staff.
1306
1307
1308
1309
XV. State Planning Body Development
1310
Since its initial call for state planning in 1995, LSC has urged
1311
the broadest possible participation of equal justice community
1312
stakeholders to create and empower a permanent statewide body that
1313
coordinates civil equal justice related efforts, promotes the
1314
expansion of civil equal justice initiatives, and ensures
1315
accountability of all partners to a single, galvanizing vision. In
1316
2002, LSC continued to provide technical assistance and pursue
1317
activities to help create or strengthen state planning bodies. We
1318
also witnessed the fruition of prior efforts.
1319
1320
1321
1322
The Colorado Legal Services Planning Group, in
1323
partnership with the leadership of the Colorado Bar Association and
1324
the Colorado Supreme Court, set up a statewide Access to Justice
1325
Commission-a formal and permanent planning entity within the legal
1326
community.
1327
1328
1329
1330
LSC underwrote professional facilitation of a kick-off
1331
retreat for Montana's designated state planning body that led to
1332
the state's first access to justice conference in September. LSC
1333
Vice President for Programs Randi Youells was the keynote
1334
speaker.
1335
1336
1337
1338
The Chief Justice of the Supreme Court of Puerto Rico
1339
announced the creation of an Access to Justice Commission during
1340
LSC's 2002 state planning visit. This fall, the Commission was
1341
formally created and members appointed. The Puerto Rico Bar
1342
Association will staff the Commission.
1343
1344
1345
1346
In spring 2002, the State Bar of Georgia Access to
1347
Justice Committee launched a state planning effort to strengthen
1348
the delivery of civil legal services for the poor. Strategies for
1349
achieving their vision include securing more funding for providers,
1350
establishing and maintaining programs that meet a range of legal
1351
needs, expanding coordination among stakeholders, and fostering
1352
public support for the concept of equal access to justice. Action
1353
groups will report on ways to improve Georgia's civil legal
1354
services system.
1355
1356
1357
1358
Massachusetts completed a comprehensive statewide client
1359
needs assessment, a critical element in their re-energized state
1360
planning process.
1361
1362
1363
1364
In Arkansas, LSC technical assistance funds are allowing
1365
the two LSC programs and the Arkansas Bar Association to put in
1366
place a permanent access to justice group.
1367
1368
1369
1370
In Alabama and New York, LSC technical assistance funds
1371
have resulted in configuration plans drawn by an expanded community
1372
of stakeholders deeply engaged in building permanent and effective
1373
state planning bodies.
1374
1375
1376
1377
In Mississippi, our funds supported the hiring of a
1378
professional facilitator.
1379
1380
1381
The effective use of technology to assist clients and improve
1382
legal skills does not just happen, it has to be planned. The TIG
1383
program specifically addresses the development of state technology
1384
plans by providing, through TIG grants, technical personnel needed
1385
to assist programs in using technology to deliver services to
1386
clients as effectively as possible. In general, our grants support
1387
technical personnel directed to deliver a statewide technology
1388
plan. Specific grants awarded in 2002 went to North Dakota and
1389
Louisiana for technology staff dedicated to helping state planning
1390
bodies prepare statewide technology plans. In addition, TIG staff
1391
assist our grantees' staff, when asked; one common request is to
1392
review resumes of applicants for technology positions to be sure
1393
they have the requisite credentials.
1394
1395
1396
XVI. National Collaborations
1397
As the linchpin member of the national civil justice community,
1398
LSC regularly joins with its national partners to promote equal
1399
access. During 2002, we worked with national colleagues on specific
1400
activities.
1401
1402
American Bar Association
1403
LSC is very concerned about the law school debt burden that
1404
graduates carry. A recent study found that the students' median law
1405
school debt is more than $84,000 - an amount that does not include
1406
the additional undergraduate debt burden that many students bear.
1407
This debt burden, coupled with the famously low salaries in the
1408
legal services community, dramatically reduces the ability of our
1409
grantees to attract and retain high quality new lawyers. LSC has
1410
joined with the ABA Commission on Loan Repayment and Forgiveness to
1411
study this problem and to recommend solutions.
1412
1413
1414
National Center on Poverty Law
1415
LSC has partnered with the National Center on Poverty Law to
1416
provide training to the field on how to use the Internet and other
1417
tools to facilitate poverty law research. In addition, we supported
1418
the creation of a 250-page Poverty Law Manual that introduces
1419
advocates to the fundamentals of poverty law.
1420
1421
1422
National Legal Aid and Defender Association
1423
LSC's work with NLADA continues on many fronts. Collaborative
1424
efforts enriched LSC's Resource Library Initiative website.
1425
Together we have advocated on behalf of LSC grantees at other
1426
federal agencies on issues arising out of other federal grants that
1427
the grantees receive.
1428
1429
1430
AARP and the Management Information Exchange
1431
The October launch of LRI was the result of our cooperative
1432
endeavors with a host of national organizations - NLADA, AARP Legal
1433
Counsel for the Elderly, and MIE. Our productive relationships with
1434
these entities led to additional opportunities for information
1435
gathering and sharing. For example, as a direct result of our LRI
1436
work, we were asked to cosponsor (with AARP and MIE) the
1437
"Innovations in Civil Legal Services" workshop at the NLADA Annual
1438
Conference, described in detail above in Promoting the Development
1439
of Effective Legal Services.
1440
1441
1442
Legal Services Technology Funders Group
1443
LSC works cooperatively with several national organizations that
1444
make technology grants
1445
- the Open Society Institute, the National Center for State
1446
Courts, and the State Justice Institute. Our joint goal is to
1447
coordinate funding efforts to improve the delivery of legal
1448
services through the use of technology. In 2002, our activities
1449
with the National Center for State Courts led to the award of a TIG
1450
grant to our grantee in Maryland to implement a project on pro se
1451
resources first conceptualized by the National Center for State
1452
Courts.
1453
1454
1455
1456
Conclusion
1457
The past year saw the creation of many projects, the maturation
1458
of several young initiatives and the opportunity to take existing
1459
efforts to new levels. It has been a very productive twelve months,
1460
not without its stresses and disappointments. Overall, the Programs
1461
staff is pleased with the progress we have made and believe that
1462
our work has led to significant improvements in the opportunities
1463
for poor people in our country to access legal services. We are
1464
also convinced that our endeavors have strengthened existing legal
1465
services delivery systems so that clients now receive legal
1466
assistance more appropriate to their current needs and future
1467
hopes.
1468
Many years ago, Reginald Heber Smith famously noted that the
1469
reason poverty organizations have not "more completely answered the
1470
demand of the poor for legal assistance is that they are grossly
1471
under financed." That is as true today as it was in 1919.
1472
Nonetheless, we believe that our technical assistance funds, TIG
1473
awards, LRI resources, our partnerships with national organizations
1474
and the many other methods by which LSC extends the resources
1475
allocated by Congress to our grantees has ameliorated somewhat the
1476
woefully underfunded situation of legal services programs.
1477
1478
1479
1480
1481
1482