Report 2017-030 Recommendation 6 Responses

Report 2017-030: The State Bar of California: It Needs Additional Revisions to Its Expense Policies to Ensure That It Uses Funds Prudently (Release Date: June 2017)

Recommendation #6 To: Bar of California, State

To assign purchasing cards only to appropriate staff, ensure that the State Bar's records of employees' credit limits reflect those established with the bank, and to verify that staff use purchasing cards only for allowable and necessary expenses, the State Bar should immediately develop a policy that requires justification of the business needs for employees to receive purchasing cards, and use this policy to limit the number of staff issued a purchasing card.

6-Month Agency Response

The State Bar is reviewing its purchasing card policies and will implement this recommendation by January 2018.

  • Estimated Completion Date: January 31, 2018
  • Response Date: December 2017

California State Auditor's Assessment of 6-Month Status: Pending

We look forward to the State Bar providing a more complete description of its actions to implement our recommendations, as well as evidence of those actions, at its one-year response in June 2018.


60-Day Agency Response

The State Bar is reviewing its purchasing card policies and will implement this recommendation by January 2018.

  • Estimated Completion Date: January 2018
  • Response Date: August 2017

California State Auditor's Assessment of 60-Day Status: Pending


All Recommendations in 2017-030

Agency responses received are posted verbatim.