CALIFORNIA
ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS
Minutes of
Board Meeting
Hyatt Regency Hotel
Sacramento, CA
April 27, 2007
7:40 p.m. – 9:20 p.m.
Officers Present:
X Carol Ludlow, President
X Annette Gomez, Secretary
X Odine Limansky, Treasurer,
Directors Present:
X Tina Sandoval, Education Chair
X Connie Crockett, Legislation
Chair
X Nancy Newlin, Newsletter
X Debbie Driver, Fundraising
X Robin Schumacher, Membership
Chair
Others Present:
None
Call to order: The meeting
convened at 7:40 p.m., President Carol Ludlow presiding.
Review of revenue &
expense report: The report prepared by Alegria Davenport for the period
October 2006 to February 2007 was distributed for review.
Printing & shipping CALDA
brochures: The first item for discussion was about the cost to print and
ship brochures for members who are unable to download and print their own.
Because there were only a very small number of members who were not set up to
do this, and because there are no current members unable to download and print
their own, there will be no cost to whoever requests them.
Sharing cost of mailing labels
with Nolo: A discussion on splitting the cost of mailing labels with Nolo Press
Occidental was the next item for discussion. The total cost of getting labels is
approximately $1200.00. The list would be used for announcements to our summer
rallies, conference, “save the date” postcards and other educational
activities. Connie suggests that any mailings coincide with our PR efforts.
Connie moved that we split the cost of mailing list/labels at an estimated
total cost of $1200.00 or $600.00 to each party. Debbie seconded the motion.
Discussion on how often we need to purchase the list and the large amount of
returned mail from the list of registered LDAs from each county clerk. All
were in favor and the motion was carried.
Mentor program update:
The idea of forming a mentor program had been brought to the board. Because no
further information on what the program is was given, and because the forum is
available for help and support, Connie moved that this issue be tabled until
such time the board has further information. Tina seconded the motion. All were
in favor and the motion was carried.
Summer rallies: Tamara
Parker had previously suggested that CALDA hold 3 one day workshops, in 3
consecutive months, in different parts of the state over the summer for
education and to build enthusiasm for the conference. Robin and Tina, who head
the Central Valley Chapter, will plan a rally in the Fresno area in June. Annette
Gomez, president of the Inland Empire chapter will plan a rally in Southern
California in July. Carol and Marcel (Marcel is president of the Bay Area
chapter) will take care of the August rally in the San Francisco Bay area. The
rallies will be in the place of respective chapter meetings. Annette offered
input on how the Inland Empire one day workshops were formatted as a basis for
planning the rallies.
2007 conference: There was
a quick discussion on our 2007 conference. Earlier in the afternoon, Connie,
Nancy, Debbie and Carol toured the Sacramento convention center as a possible
location for our conference. Nancy reported what was offered to CALDA as far as
costs, rooms and meals. She also brought back some brochures for those who
weren’t able to view the convention center. We discussed the previous
suggestion of possibly reducing the time of the conference. The board talked
about starting it on Friday afternoon, after a morning board meeting. The idea
of having Saturday evening free for members to spend time on their own was also
looked at. Everyone agreed that the 2006 conference was a huge success and
everyone wanted to keep the momentum going. Nancy had a lot of great ideas to
make the conference more fun and to have it run smoothly. The previous suggestion
to have a prominent keynote speaker was also discussed. Everyone agreed that
this would be a priority. The tentative dates for our 2007 conference are
September 14, 15 and 16.
Recess: The meeting was
recessed at 9:20 p.m.
April 28, 2007
9:21 am – 2:14 pm
Officers Present:
X Carol Ludlow, President
X Marcel Neumann, Vice-President
X Annette Gomez, Secretary
X Odine Limansky, Treasurer,
Directors Present:
X Tina Sandoval, Education Chair
X Connie Crockett, Legislation
Chair
X Nancy Newlin, Newsletter
X Debbie Driver, Fundraising
X Robin Schumacher, Membership
Chair
Others Present:
None
Call to order: The meeting
reconvened at 9:21 a.m. President Carol Ludlow presiding.
Approval of minutes: The
board reviewed the minutes of the January board meeting in Cupertino. Debbie
Driver moved that we approve the minutes of the January 19, 2007 board meeting .
Tina Sandoval seconded the motion. All were in favor. The motion was carried.
Approval of budgets: Carol
distributed the amended estimated budget prepared by Alegria Davenport, our
bookkeeper. The board carefully reviewed the reported entries. There was a suggestion
that the conference should be reported as a separate category in the budget, perhaps
with its own bank account. It was decided that there will be a cut-off date for
expense reimbursement, probably 30 days. Marcel Neumann motioned to approve the
budget. Annette Gomez seconded. All were in favor and the motion was carried.
Board reports: The officers
and directors, each of them individually summarized their reports, which are
attached. Nancy brought the first newsletter for our review. Thoughts on items
for the next newsletter were brought up as well as ideas in modifying the
format. As the organization is presently experiencing transition with the
newsletter and website it was discussed which chair would handle what jobs. Vanessa
Watson will take over the public relations chair, but stay on as interim tech
chair. Nancy will be appointed conference chair, but stay on as interim Newsletter
chair. The board members discussed whether or not the newsletters should be
just posted on the website only, mailed to each member, or mailed only to the
members who specifically request it. The membership will be asked at the next
annual meeting. This newsletter will be out the first week of May. The next
newsletter will be sent out in June. Newsletter articles will be in Nancy’s
hands by May 25. Notice of the summer rallies and prepayment for conference
will be included in the next newsletter.
Connie reported her plan to
propose new legislation to have the courts, yellow page directories, and
Judicial Council comply with our LDA laws. Her goal is to have any documents
prepared for money to be accepted at the courts with a valid LDA stamp only, the
yellow page directories to halt advertising to consumers under the paralegal
heading, and for Judicial Council to accommodate us by leaving space or adding language
for registered LDAs to provide the information that is required under the law.
Tina went over the progress of
her teleconference classes. There was a discussion on the best way to
distribute MCLE certificates to attendees and get the feedback and payment to
the speakers. Then she gave an update on the brochures and her desire to keep
the overview just that. Many more brochures will soon be released as they are
pending now and the process of writing the brochures is becoming more
efficient.
Marcel went over his public
relations report. His plan is based on the ideas and referrals extended to him
from the general membership. The foundation of his plan is to educate the legal
community first and then extend the education to the general public. The Plan
will be coordinated with whoever we hire for public relations, with our Education
chair, our Legislative chair and the Technology chair.
Robin reported that presently we
have 226 members in our association. She reported on the new Central Valley Chapter
she helped to form. Tina Sandoval is president, Diane Farley is secretary and Robin
is treasurer.
Debbie Driver went over the fundraising
activities. She reported a problem she has been having with one of the vendors.
It was suggested that we get electrostatic stickers with the CALDA logo to have
available to members for placement in windows.
Public Sessions: For the
purpose of keeping order, everyone agreed that all comments from non-board members
shall be submitted to the board in writing prior to the meeting. If any member
further wishes to speak at a board meeting, their comments will be heard at the
end of the meeting and limited in time.
Recess: The board recessed
at 11:07 a.m.
Reconvene: The meeting
reconvened at 12:39 p.m.
Appointments: Carol
appointed Nancy Newlin to fill the position of conference chair for the
remainder of the term. Carol then appointed Vanessa Watson to the pubic
relations chair position.
Advisory council’s letter:
The floor was turned over to Marcel who read the Advisory council’s 4/10/2007
response letter, sent from Steven Elias, regarding correspondence received from
former board member, Kathleen Mountjoy. After a brief discussion, the board
agreed that a copy of the letter will be sent to Ms. Mountjoy with no further
action by the board.
Complaints about non-CALDA
members: Robin, a long time board member, reminded the board that this has
come up periodically and that the issue was discussed and voted on previously.
The result of the previous vote was that it is not within our authority to
police non-CALDA members. The board’s policy is to send a letter to the person who
the complaint is directed to. The letter will inform them of the Business &
Professions code applicable to our profession, tell them about our organization
and encourage them to join us. The non-member complainant would be directed to
report the offender directly to the district attorney. The present board feels
that this is the most appropriate action and that it is important for the
professional standards chair to handle this. The board discussed the need for
CALDA to first expect all members to be compliant with the law.
Resolving complaints about
CALDA members: The following agenda items were combined and discussed
together: (1) terms and conditions for use of CALDA brochures and
questionnaires on websites, (2) forum posting regarding flyers handed out at
courthouses, and (3) developing a plan for complaint resolution. Discussion and
agreement that the guidelines which are already in place need to be followed by
all members, with consequences to members for failure to abide by rules. These
guidelines include the rules of conduct on the forums and our mission
statement. At the same time, there is a need to make this clear to all members
and a need for them to have easy access to the board for any complaints.
Therefore, the new website will state the rules of conduct in a place that all
members will see it and have a feature which will allow members to submit
complaints as well as suggestions to the board.
Public relations: Marcel
went over 3 proposals for a public relations campaign. The proposals were submitted
by Black Bayou Communications & Publishing, Corin Walson of Access Media
and Karen Pierce Gonzalez. Review and comparison of services and costs. Everyone
was satisfied with Corin’s help at our 2006 conference and felt that her familiarity
with our organization was an advantage. After reviewing the proposals, Tina moved
to hire Corin Walson of Access Media group at $150 per hour for a maximum of 15
hours per month for the campaign timeline of May to September 2007. Debbie
Driver seconded. All were in favor. The motion was carried.
Conference location: The
next item on the agenda was the conference location. Debbie moved that we hold
the 2007 conference on Sept, 14, 15, and 16 at the Sacramento Convention Center
in Sacramento, CA. Odine Limansky seconded. All were in favor and the motion
was carried.
1:36 p.m. Robert Gomez present.
Listing CALDA on Superpages.com:
Robert Gomez, an advertising representative for Idearc, formerly Verizon,
explained Sandy McCarthy’s proposal to contract with Superpages.com to
advertise CALDA on their pay per click and sponsored link program. Sandy’s previous
suggestion for CALDA to have a prominent position under the paralegal heading
for the purpose of educating consumers about the difference between paralegals
and legal document assistants was well received by the board after Robert’s
explanation and Odine’s personal input. The monthly cost to participate in both
programs will cost just under $900 per month. After careful review of our
budget, Odine Limansky moved that we adopt Sandy McCarthy’s proposal to enter
into a contract with Superpages.com to advertise under Tier 1 and with a
sponsored link for a maximum of $900.00 per month for a period of one year.
Debbie Driver seconded. All were in favor. The motion was carried.
Conference cost: The
remaining item for discussion, which is the conference cost will be handled
later by teleconference. The date for this was not set.
Meeting adjourned at 2:14 p.m.
TO DO
Robin, Tina, Annette, Marcel
& Carol to plan their summer rallies.
Everyone: Newsletter articles
forwarded to Nancy by May 25.
President's Report
CALIFORNIA
ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS
Board Meeting
of April 28, 2007
Report of: President
To: The Governing Board of the
Association
Date: April 28, 2007
Reports that: since the Board Meeting of January 20,
2007, through the present date I have:
Traveled twice to Sacramento to view possible
conference locations
Spoke on Electronic Notary Journal at Inland
Empire Chapter Workshop
Communicated with:
Michael Brinsley regarding web
design by Hitnet
Hyatt, Convention Center and Delta
King
Several members regarding rewriting
letters to non-conforming LDA's
Librarian at San Lius Obispo County
Law library regarding non-
conforming LDA
Prepared letter with board assistance supporting
Commissioner Vogl's nomination for Benjamin Aranda III Award
Accepted resignation of Kathleen Mountjoy from
position as Conference Chair
Accepted resignation of Moira Boyle from
position as Vice-President
Appointed Vanessa Watson to the position
Technology Chair
Estimated Time Spent this Quarter: It was
not possible to keep track of the hours that I worked on behalf of Calda this
quarter which was both on the telephone and time spent in my office.
Expenses/Costs in incurred: Printing, phone
calls, postage and gasoline - all donated
Agenda Items:
Already submitted to Agenda
Respectfully Submitted
for approval: Carol Ludlow, President
California Association of Legal Documents Assistants
Vice-President
Board Meeting of April 28, 2007
Final Report : Marcel A. Neumann, Vice-President.
To: The Governing Board of the
Association.
Date: April 28, 2007
Since assuming the vice presidency March 1, 2007 I have coordinated and worked on the following:
- I coordinated with the Advisory Council and served as a go
between the Board and the Council to resolve the issue of ex director
Kathleen Mountjoy’s letter dated 02/27/2007. In compliance with the
Board’s decision to referred said letter to the Council for guidance.
- I worked with the President on the Conference planning.
- Time spent during this time was not tracked.
- No expenses incurred.
Submitted by: Marcel A. Neumann
Secretary’s Report
CALIFORNIA
ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS
APRIL 28, 2007
BOARD MEETING
Report of: Annette Gomez
To: The Governing Board of the
Association
Date: April 28, 2007
Reports that:
Since the January 2007 board meeting I have
prepared and sent the minutes for the January 2007 board meeting to the board
members and the webmaster via e-mail.
I have received minutes from the Inland Empire
Chapter, Bay Area Chapters and North Bay Chapter.
I have copied board email conversations to cd
disk.
As president of the Inland Empire Chapter, I
have organized and announced the monthly chapter meetings. In lieu of our
March meeting, we hosted a one day workshop in Riverside. We had 4 speakers,
which included Sherri Quadri of the San Bernardino Family Law Facilitator,
Moira Boyle, Carol Ludlow and Anne Malane. We invited all the bonded and
registered legal document assistants in Riverside and San Bernardino counties
and gained the membership of one of those invited.
Our chapter updated our self help
brochure and passed them out in seven of the Riverside and San Bernardino
courts.
Estimated Time Spent this Quarter: I have
not kept track.
Expenses/Costs incurred: Phone
calls, Fax charges, photocopy, e-mail – all donated.
Agenda items: None
Submitted by:
Annette Gomez
California
Association of Legal Document Assistants
Education
Committee
Report of: Tina R. Sandoval
To: Governing Board of the
Association
Date: April 27 and 28, 2007
Reports that: The following accomplishments have
been made by the education committee:
1)
Monthly Educational Seminars
- 03/15/07 - Process Serving by Dave Driver, Andrew Voller
and Sheila Krebs
No. in
attendance: approx. 15
- 04/18/07 – Wage Garnishments & Bank Levies by
Christopher Busey
No. in
attendance: 13
May – UPL by
Richard Lubetsky – pending response
June – LLCs by
Dianne Sandoval – pending date
July – Marketing
by Carl Knoll – pending response
2) MCLE -
sent certificates to those who have requested from Conference, 03/15/07 seminar
and 04/18/07 seminars.
3) Brochures
& Questionnaires
- Have attended 4 meetings with Cara Gould and Robin
Schumacher
- Weekly Wednesday morning meetings
- One (1) brochure is on the web – Divorce Overview
- Three (3) brochures to be forwarded to Steve –
Guardianship, Probate and Bifurcation
- Two (2) brochures pending revisions by Cara – Domestic
Partnership and Process Serving
- Pending review for content – OSC, Summary Dissolution,
Proof of Service, Change of Venue
- Pending brochures –
Overview of
Court and Litigation, Civil Judgments, Civil Discovery, Civil Limited -
by Tom Connelly
Corporations – by Dianne Sandoval
Adult Adoption – by Kathy Ricci
Estate Planning – by Twink Smith?
Estate Planning Overview - pending
Probate Overview – pending
Annulment – by Tom Manning
Expungements - pending
Mechanic’s Liens – by Ann Malane
Education Committee Members: 2
Estimated time spent this quarter: 60-75
hours
Expenses: Postage: $
7.80
New Business Items: None
Submitted by: Tina R. Sandoval
California Association of Legal Documents
Assistants
Legislation Chair Report
Board Meeting of April 28, 2007
Report of: Connie Crockett, Legislation Chair
To: The Governing Board of the
Association
Date: April 28, 2007
Reports that:
I have performed the
following duties:
1. I am in the process of reviewing 73 pages
from the 2005-2006 Assembly bill list to identify those that may be of interest
to CALDA members and review same to see if they have been chaptered. My goal
is to perform this same function with the 2007-2008 bills (Assembly and
Senate).
2. I will create a procedures manual for this
position for inclusion in the CALDA procedural manual;
3.
Re: propose new
legislation: I would like to write to either an assemblyman or senator in the
district so chosen by the board (Fresno?) and put forth a concept regarding
legislation to require telephone book companies to comply with the law and post
consumer notices and not allow any advertising to those who are not registered
or bonded, etc. I=m not sure how to do this but I am willing to investigate
and will suggest the inclusion of NALDP if these laws include federal statutes
too (or perhaps NALDP can offer additional lobbying efforts in California). Of course, any letter sent by
CALDA will first be reviewed by Richard Lubesky.
4.
Judicial
Council: I would
like to submit a proposal from CALDA to the Judicial Council and request they
consider adopting Court Rules to block the submission of judgments prepared by
legal document preparers unless they are properly stamped, registered and
bonded and that the courts require an annual list of those who are properly
bonded and registered from the county recorder in each county.
5.
I would like to
seek revision of Judicial Council forms to provide for an area for LDA stamps
on the forms with some limited language with consumer notice. Note: I believe
we should have all of this reviewed by our advisory council before submission.
6.
AOC: There is
an invitation to comment on a proposal by the Judicial Administration regarding
self represented litigants. Within this proposal is a requirement that the AOC
(Administrative Office of the Courts) develop guidelines and procedures for the
operation of court self-help centers by 3/1/08. I propose we submit a
suggestion to this proposal to include mandatory language regarding the
difference between LDA=s and paralegals be posted all over the place i.e. clerk=s offices, FLF offices, self-help
centers and law libraries.
There is one other committee member, Helen Cameron,
who is currently reviewing 2005-2006 Senate bills for overview (as I am doing
in item 1 above).
Estimated time spent this year: last quarter not
tracked
Expenses, costs incurred: minimal postage, donated
Agenda items: approval of the above ideas with
additional review by the board of all correspondence I draft for board/CALDA
approval prior to implementation of these ideas.
Submitted by: Connie Crockett, Legislation Chair
MEMORANDUM RE Consumer Awareness about Legal Document Assistants and
Paralegals under B&P 6400 et seq.
FROM: Connie Crockett, CALDA Legislation Committee Chairman
May 11, 2007
CALDA was
originally formed under the name of CAIP (California Association of Independent
Paralegals) in 1988, and in 1998 Legal Document Assistants (hereafter LDAs)
were created under Business and Professions Code section 6400 et seq. CAIP
changed it’s name to CALDA. Members are required to prove their registration,
bond and meet continuing education requirements imposed by the organization.
LDAs are required to register every two years with their county recorder after
meeting all statutory requirements and pay a registration fee of $175 (B&P
6404). LDA’s are also required to submit proof of a $25,000 bond (B&P
6405) to be renewed every two years with their registration (approximately $450
per renewal). The LDA is also required to stamp each document prepared by them
with specific information, including their registration number and county of
registration.
CALDA holds a UPL class (Unlawful Practice of Law) at
every annual conference to provide guidance about various UPL issues including
advertising. We also hold workshops with various CALDA chapters on UPL. CALDA
members are cautioned about listing their services under the “Paralegal”
headings in any phone directory. Although LDAs are not prohibited from
contracting with attorneys, members are cautioned to have an address and phone
number separate from their LDA listing to avoid any confusion. B&P
6408.5.(a) specifically states that registration information is not required in
yellow page listings, “…of three lines or less that state only the name,
address, and telephone number of the legal document assistant…”. This
opens the door for anyone to hold themselves out as Paralegals or LDAs to the
consumer who only knows the word “Paralegal” and remains unaware of the LDA
law, after 9 years.
CALDA
would like to focus on:
- Most phone directories are unclear about the LDA
heading and Paralegal heading. CALDA members have been encouraged to
individually contact these phone book companies (which are numerous and
vary in each city), and advise them that Paralegals may no longer provide
legal services to consumers. We have suggested this heading contain a
referral to the LDA heading with a consumer alert about the difference
between an LDA and Paralegal and warning that Paralegals may not contract
with consumers. We will continue our efforts to have CALDA members send
letters to these phone book companies and will continue other efforts to
remedy this, including proposing legislation if necessary. (Based on our
preliminary research, phone book companies remain unregulated.)
2. The
smaller phone book companies who do not solicit consent to be listed in their
directory, take the LDA listings from larger books and place them under a
“Paralegal” heading in their book, unbeknownst to the LDA who is trying to
conform to the law by restricting their listing to the Legal Document Assistant
heading. We believe a consumer awareness campaign is long overdue.
Additionally, some attorneys are unaware that their
Paralegals may not help consumers outside of the scope of their practice. I
have personally informed two attorneys in my area of this and believe many more
remain uninformed of this law. Locally, our judge obtains a list of registered
LDAs from the county recorder and I am informed he will not enter a family law
judgment prepared by an unregistered LDA or Paralegal working for the
self-represented. This policy alone would have a substantial impact on
non-complying LDAs and Paralegals, thereby further protecting the consumer.
Although the District Attorney is charged with enforcing the LDA statute, this
issue is not high priority and deserves education and media first to minimize
damaged consumers and the amount of tax dollars spent investigating and
prosecuting non-complying LDAs and Paralegals.
CALDA believes it is also necessary to reach out to the
legal community, to educate attorneys and judges who may not know the turmoil
consumers now face insofar as consumer notice regarding LDA’s and Paralegals and
those posing as such. We are submitting a Response to the Invitation to
Comment on SPR07-35 regarding proposed rule 10.960 and self-represented
litigants. We will request that the AOC include in their guidelines of
operation of self-help centers, a requirement that a large “Consumer Notice” be
posted at every site, discussing the difference between LDAs and Paralegals
(including the JC website).
CALDA is implementing plans to pay for sponsored links on
the internet under “Paralegals” and “Legal Document Assistant” etc. headings
which will link to an online consumer warning on the CALDA website, describing
the difference between LDAs and Paralegals. Any other suggestions, referrals
or opinions the Judicial Council may have on consumer awareness and education
of judges and attorneys, would be most welcome. I am hopeful we are able to
establish a working relationship that will benefit the California consumer in
their search for legal self-help.
Judicial
Council of California
Administrative
Office of the Court
455
Golden Gate Avenue
San
Francisco,
CA 94102-3688
Attention:
Ms. Karen Thorson
Division
Director, Education/CJER (Continuing Judicial Education and Research)
Dear Ms. Thorson,
Your name
was given to me by Cara Vonk in response to an inquiry I made to Albert Balingit
with the Department of Consumer Affairs. I am writing in my capacity as the
Legislative Committee Chairman of the California Association of Legal Document
Assistants (CALDA). As the Division Director of Education / Continuing
Education and Research, I am hoping that, together, we can address the
following issues through legislation and educational reform:
1.
Misleading advertising in such publications as the Yellow Pages and other
telephone directories.
2.
Educate attorneys and judges as to what paralegals may or may do in the
course of their practice.
CALDA
is a non-profit mutual benefit corporation with the purpose of encouraging high
ethical standards, and promoting education, fellowship and networking among LDAs
statewide (please see our site at www.calda.org
which is scheduled to undergo substantial changes in mid May).
I
am writing on behalf of frustrated CALDA members who struggle to operate under
the law (B&P 6400), while consumers continue referring to misleading Yellow
Page ads directing them to questionable legal services. Under Business &
Professions Code 6450(e) the term “Paralegal” was re-defined and now Paralegals
may not provide legal services directly to consumers (unless they do so
as registered LDAs). Paralegal services are now restricted to attorneys
only. Additionally, LDAs are not allowed to hold themselves out as
Paralegals to the public (which has become very confusing to the
public).
I have attached more detailed memorandum containing
thoughts and ideas and ask that you, or someone on your staff might review
this. We are seeking various avenues to get the word out to consumers and
phone book companies, thus far through future PR and consumer awareness on the
internet.
Our goal is to also involve the Department of Consumer
Affairs and together develop ways to reach out to the consumer.
I thank you in advance for your time spent reviewing this
attachment and I look forward to hearing from you or your staff.
Sincerely,
Connie Crockett, LDA
CALDA Legislative Chairman
(530)
265-0192 (office)
ccrock1@hotmail.com
legislatiive@calda.org
California Association of Legal Documents Assistants
Report of Nancy Newlin - Newsletter
Board Meeting – April 28, 2007
Worked with Michael Brinsley to set up the new format for
the Newsletter.
Reviewed drafts and ready to authorize release of first
newsletter in new format.
Expenses/costs incurred this quarter: Michael
B. $300.00 setup fee
Anticipated release of next newsletter: The first week in
June 2007
California Association of Legal Documents Assistants
Public Relations Chair
Board Meeting of April 28, 2007
Final Report : Marcel A. Neumann, Chair.
To: The Governing Board of the
Association.
Date: April 28, 2007
1. Since
the last Board meeting where the Goals and the Implementation of the Public
Relations Plan was approved I have done the following:
-
I informed the membership of the decision of the Board to approve the
Goals and the Implementation of the PR Plan presented.
-
I requested from the membership information about PR Agencies, about
Legal community and consumer
organizations, and three volunteers to
be part of the PR Committee.
-
I worked with four PR Agencies to present, for the Board’s
consideration,
a PR Plan Proposal. Four
proposal were received and are presented to the
Board at this meeting.
- Two members gave me
information about PR Agencies.
-
Two members submitted their list of legal organizations in their area.
-
One member volunteer to be part of the Committee.
-
I informed the membership of the PR Proposals been considered and asked
for feedback on them.
-
One member gave his opinion and feedback on the proposals.
2. The
time spent this quarter was not tracked.
3. The
expenses incurred are donated.
Submitted by: Marcel A. Neumann
California
Association of Legal Document Assistants
Membership
Report of: Robin Schumacher
To: Governing Board of the
Association
Date: 04-20-2007
Reports that:
All prospective member packets were mailed upon
request and all new and renewal member packets were assembled and mailed.
Members were also billed via email. Follow-ups on those not renewing/late
paying. Follow-ups and reminders regarding members’ LDA registrations. Membership
data base maintained. Print materials ordered and assembled.
Compiled packets for various workshops and sent
to respective recipients.
Estimated time spent this quarter: 120
hrs
Expenses/costs
incurred this quarter: $1,500.00 Administrative fee
28.13
Postage
346.24
Copies
$1,874.37
New Business Items: None
Submitted by: Robin Schumacher,
Administrator
California
Association of Legal Document Assistants
Membership
Committee
Report of: Robin Schumacher
To: Governing Board of the
Association
Date: April 20, 2007
Reports that: The following accomplishments have
been made by the membership Committee:
All prospective member packets were
mailed upon request and all new and renewal member packets were assembled and
mailed. Members were also billed via email. Follow-up emails and telephone
calls to those members not renewing/late paying.
Answered phone calls and emails
regarding CALDA questions, and interest in CALDA.
Follow-up email and telephone
reminders regarding members’ expired LDA registrations listed on the website.
Worked with Tina Sandoval and Cara
Gould on brochures – obtaining volunteers and review of submitted brochures.
Current Membership Status: 226
Members (5 inactive)
Committee Members: None
Estimated time spent this quarter: 40
Expenses/costs
incurred this year: Long distance telephone charges approx.
$20
- donated
New Business Items: None
Submitted by: Robin
Schumacher
