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California Legal Services Uniform Reporting System - Reporting Instructions and Forms

The goal of the California Uniform Reporting System (URS) for Title III-B Legal Services is to provide an uncomplicated system to collect meaningful, statewide information that will be used to help build financial and other support for, and understanding of the importance of, legal services to older Californians. Further, it will be used to help assess whether limited Title III-B Legal Services are being effectively targeted to those in greatest need, as required in the Older Americans Act. The URS is intended to show the types of people legal providers are serving in order to give a clearer picture of target groups that might need more attention; types of legal problems being addressed for older Californians; and types/levels of services provided.

* These due dates include a 30-day preparation time from the end of the quarter or reporting period.

California Legal Services Model Intake Form and Quarterly Report Form to be used July 1, 2008!

The following form is a model to use as data collection and is not sent to the Department. This form is meant as a convenience to you and may be revised for the specifics of your program.

• MODEL California Legal Services Intake Form (CDA 1021) (rev. 01/29/2008)
• MODEL California Legal Services Intake Form (CDA 1021) (rev. 01/29/2008)

The following form is the official form for submission to CDA. This form may not be modified. Any variations of the official form will be returned.

• California Uniform Reporting System for Title III-B Legal Services Instructions and Definitions (rev. 01/2008)
• California Uniform Reporting System for Title III-B Legal Services Instructions and Definitions(rev. 01/2008)
• California Legal Services Quarterly Aggregate Report (CDA 1022) (rev. 01/29/2008)
• California Legal Services Quarterly Aggregate Report (CDA 1022) (rev. 01/29/2008)

NOTE: All documents are available in various formats, i.e. pdf, rtf, xls or doc. You can download any of the readers from our Download Tools area. If you have questions about the Reporting Forms or Instructions, please call (916) 928-5859.