Report 2017-030 Recommendation 9 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 #9 To: Bar of California, State

To ensure that its costs are reasonable and appropriate, the State Bar should update its meal and catering policy to align with the meal policy of the State's Executive Branch and should require individuals attending committee meetings for the State Bar to comply with standard meal per diem rates.

6-Month Agency Response

On July 10, 2017 the State Bar adopted Executive Branch per diem limits for onsite catering expenditures and modified its travel and expense policy accordingly.

  • Completion Date: August 2017
  • Response Date: December 2017

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

The State Bar adopted a travel and business-related expense policy that requires individual employee travel meal reimbursements and onsite catering costs to match the State's Executive Branch per diem rates. However, its action does not fully address our recommendation because State Bar confirmed that it does not intend to impose the same per diem limits on offsite catering, citing that it has few offsite events. The intent of our recommendation is to address all catering costs, not just those incurred on-site. As we indicate on page 25 of our report, the State Bar should limit the costs of catering at off-site events to the State's meal per diem rates.

  • Auditee did not address all aspects of the recommendation

60-Day Agency Response

On July 10, 2017 the State Bar adopted Executive Branch per diem limits for onsite catering expenditures and modified its travel and expense policy accordingly.

  • Completion Date: August 2017
  • Response Date: August 2017

California State Auditor's Assessment of 60-Day Status: Will Not Implement

The State Bar adopted a travel and business-related expense policy that requires individual employee travel meal reimbursements and onsite catering costs to match the State's Executive Branch per diem rates. However, its action does not fully address our recommendation because State Bar confirmed that it does not intend to impose the same per diem limits on offsite catering, citing that it has few offsite events. The intent of our recommendation is to address all catering costs, not just those incurred on-site. As we indicate on page 25 of our report, the State Bar should limit the costs of catering at off-site events to the State's meal per diem rates.

  • Auditee did not address all aspects of the recommendation

All Recommendations in 2017-030

Agency responses received are posted verbatim.