The following information is collected pursuant to Section 81.0215 of the Texas Government Code Ch. 81 (the State Bar Act), which requires the State Bar of Texas to adopt a strategic plan every two years that includes measureable goals and a system of performance measures. The State Bar Act further requires the bar to report to the Supreme Court of Texas the outcomes of these strategic plan performance measures. As the basis of its current strategic plan, the bar identified six broad strategic categories guiding its goals and performance measures: 1) Service to the Public; 2) Service to Members; 3) Protection of the Public; 4) Access to Justice; 5) Sound Administration and Resources; and 6) Financial Management. The following data provide a snapshot of results and outcomes of State Bar core services for the 2014-2015 bar year. SERVICE TO THE PUBLIC Distribution of printed information regarding legal issues and topics of particular relevance to the public: 18,602 pamphlets Distribution of multimedia information regarding legal issues and topics of particular relevance to the public: 47 news releases, media advisories, and op-eds Distribution of online information regarding legal issues and related topics of particular relevance to the public: 45,361 pamphlets page hits and 1,883 media page hits Visits to pages on State Bar-related websites containing legal information on legal issues of importance to the public: 45,361 pamphlets page hits, 1,883 media page hits, 1,229 unique hits, 20,840,793 total hits to the SBOT website, and 12,468,288 unique page views Traffic to State Bar social media sites on legal issues of importance to the public: 15,911 interactions, 10,055 unique users, and 27,375,625 impressions for Facebook and Twitter Courses provided to teachers by the Law-Related Education Department: 151 Law-Focused Education teacher training sessions and 7,268 teachers trained by LRE Students taught by teachers trained by LRE: 256,475 students impacted by teacher training sessions LRE/LFEI website hits: 122,645 visits to texaslre.org, 81,135 visits to texasbar.com/civics, and 29,620 visits to texasbar.com/iwasthefirst Presentations by attorneys/judges in public schools using TYLA materials: More than 50 presentations Number of those helped by Texas Lawyers for Texas Veterans: Since 2010, more than 5,000 attorneys have assisted more than 18,000 veterans through local bar associations and other attorney volunteer organizations Lawyer Referral and Information Service referrals: More than 60,000 referrals SERVICE TO MEMBERS Attendance for TexasBarCLE webcasts: FY 2015 Offerings—149, Attendance—7,546 Attendance for TexasBarCLE online CLE: FY 2015 Offerings—749, Attendance—75,992 Attendance for TexasBarCLE video courses: FY 2015 Offerings—58, Attendance—3,097 Attendance for TexasBarCLE live courses: FY 2015 Offerings—99, Attendance—17,266 Sales of books, DVDs, and digital licenses by TexasBarBooks: 14,000 Diversity of SBOT membership: 66% male and 34% female; 81% Caucasian, 8% Hispanic/Latino, 5% African-American, 3% Asian, less than 1% American Indian, and 2% not specified Diversity of SBOT section membership: 41,491 attorneys are members in sections; 66% are males, 34% are females; 16% of members are an ethnic minority Diversity of SBOT committee membership: 53% male, 47% female, and 31% ethnic minority The State Bar remains committed to offering its members unique access to resources, goods, and services to help them in their professional as well as personal lives. In bar year 2015 there were a total of 283 benefit providers featured through the State Bar Member Benefits Program. Goods and services offered include lawyer-specific programs, financial services, travel discounts, car rentals, office supplies, health insurance through the Texas Bar Private Insurance Exchange, and professional liability insurance through USI Affinity and TLIE. Visits to SBOT member benefits Web pages: 157,083 Visits to Texas Bar Private Insurance Exchange website: 14,951 unique page views Number of members enrolled in one or more insurance products: 10,184 Number of members enrolled in major medical insurance: 4,366 Number of members enrolled in other insurance products: 10,660 Number of attorneys, law firms, and legal departments attending and participating in the Texas Minority Attorney Program: 149 Number of attorneys, law firms, and legal departments attending and participating in the Texas Minority Counsel Program: 449 attorneys attended, 36 corporations participated, and 56 sponsoring law firms participated The Texas Lawyers’ Assistance Program assisted 624 lawyers, judges, and law students and made 124 presentations at local bar associations, conferences, CLE events, and law schools. Number who voted in 2015 SBOT elections (officers & directors): 24,346 (25% of eligible voters); 69% voted online, 31% voted by paper ballot PROTECTION OF THE PUBLIC Contacts the Client-Attorney Assistance Program received: 21,875 contacts (15,138 live calls, 5,674 mail requests, and 1,063 email requests) Dispute resolutions conducted by CAAP: 1,095 with an 84% closure rate Eligible applications considered by the Client Security Fund: 138 Eligible applications approved by the Client Security Fund: 102 Total amount of grants paid by the Client Security Fund: $639,581.09 A Client Security Fund newsletter is published bi-annually (the next one will be published January 2016) on the bar’s website and is sent to district attorneys’ offices, victims assistance offices, board members, grievance committee chairs, Supreme Court justices, Grievance Oversight Committee members, and co-relevant funds in the other 49 states and the provinces of Canada. A brochure about the fund is also published on the website. In addition, an application is available online and may be filed electronically. The Ethics Helpline handled more than 6,200 calls. Number of ethics publications by TexasBarBooks: 17 books and 2 DVDs ACCESS TO JUSTICE Legal aid referrals made by SBOT to members of the public and to inmates: 3,977 Legal aid and pro bono attorneys using the free legal research: 350 attorneys, 90 paralegals Legal aid and pro bono attorneys using the free malpractice insurance: 59 Legal aid and pro bono attorneys who received scholarships to TexasBarCLE events in conjunction with the Legal Access Division: 205 Legal Access Division DVD CLE requests: 17 Legal aid attorneys who received help through the Student Loan Repayment Assistance Program: 125 Attendees at Legal Access Division annual seminars: 279 attended the Poverty Law Conference, 57 attended the Pro Bono Coordinators Retreat, and 30 attended the Pre-Trial Academy Texas Lawyers for Texas Veterans: Since 2010, more than 5,000 attorneys have assisted more than 18,000 veterans through local bar associations and other attorney volunteer organizations Number of sections that have pro bono initiatives (including grants, CLE scholarships, and internships): 24 Hours attributed to specific section pro bono initiatives: 32,634 pro bono hours and 15,338 reduced-fee hours Total amounts funded to legal assistance to the poor: $30.9 million (federal Legal Services Corporation funding) and $8.78 million (state funding) SOUND ADMINISTRATION AND RESOURCES Trainings provided to staff: all staff members attended Myers-Briggs Type Indicator workshops; all new employees received mandatory EEO training; 3 full staff meetings were held Ethnic and gender diversity of SBOT staff: 66 (23%) male and 220 (77%) female; 187 (65%) Caucasian, 22 (8%) African-American, 73 (26%) Hispanic, 2 (.7%) Asian, and 2 (.7%) American Indian FINANCIAL MANAGEMENT Financial audit: The result of the most recent financial audit (FY 2014) was an unqualified opinion, also referred to as a “clean” opinion; the FY 2015 financial audit began August 3, 2015 Amount SBOT has set aside in reserves: $9,119,228 EMERITUS MCLE EXEMPTION STATUS REMOVED The Supreme Court issued an order dated August 28, 2015, that amends Article XII of the State Bar Rules to remove the MCLE exemption for emeritus attorneys. Beginning June 1, 2016, emeritus members (members who are 70 years of age or older) must comply with MCLE requirements. How will you be affected? Continue reading to find out about compliance years, why the rule changed, and what to do if you are retired. For more information regarding emeritus exemption status, go to texasbar.com/mcle/emeritus. Why was the MCLE exemption for emeritus attorneys removed? The recommendation to remove the MCLE emeritus exemption came from the State Bar Task Force on Aging Lawyer Issues. The MCLE emeritus exemption was removed to ensure that all active practicing attorneys remain current in the law. The recommendation was approved by the State Bar MCLE Committee and then by the State Bar Board of Directors and the Supreme Court of Texas. When does the MCLE requirement for emeritus attorneys become effective? The MCLE requirement applies to compliance years starting on or after June 1, 2016. Previously exempt attorneys may claim credit for CLE completed within 12 months immediately preceding the first compliance year beginning on or after June 1, 2016, provided that these CLE hours have not been used for compliance in a prior year (see chart below). What if I am retired or no longer practice law? Attorneys who no longer practice law may claim MCLE Non-Practicing Status or Inactive Membership Status. To be eligible for either status as an option for MCLE compliance, an attorney must be non-practicing or inactive during the entire MCLE compliance year. Members who practice law at the beginning of a compliance year and later change to inactivate status are not eligible for an exemption but may defer their MCLE requirements. To request Inactive Membership Status, contact the Membership Department at firstname.lastname@example.org or (800) 204-2222, ext. 1383. To request MCLE Non-Practicing Status, contact the MCLE Department at email@example.com or (800) 204-2222, ext. 1806. Please refer to the chart below to determine your first MCLE compliance year. CLE credit hours completed between these dates may be used toward your first MCLE requirement of 15 hours, including 3 hours of ethics/professional responsibility.
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