Forms

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Most forms listed below are in Adobe PDF format. 

Download the latest version of the free Adobe Reader program here.

Other forms below are in Microsoft Word format (Word 97, 2000, XP, & 2003).

The latest versions of WordPerfect can also open Word documents and even save documents in Word format.  To download a Word document from this page for use with WordPerfect, right click on it with your mouse and then select "Save Target As" from the pop up menu and save the file to your local drive.  Then use WordPerfect to open the Word file.

If you do not want to buy Microsoft Word, you may wish to consider installing the  FREE  OpenOffice   program which can open and work with Word files.  Here is the download link:      http://www.openoffice.org/


NOTE:  Ancillary Services costs must be approved by OAC   BEFORE   the work is performed or they will not be paid.  Attorneys should instruct their service providers to   STOP WORK   before exceeding their funding approval limit.

ANCILLARY SERVICES REQUEST FORMS:
    Ancillary Services Request Form (Word version) (Please e-mail)
    Ancillary Services Request Form (PDF version)(Please e-mail)
    OAC prefers the Word version.  PLEASE Send it electronically for easy copying of text.
    Ancillary Expense Rates  (Exhibit F) (Suggested provider rates)  NEW 2/1/2011
    Ancillary Services Billing Form 8  (Billing form for Investigators, Experts, Travel, etc.)
    Ancillary Services Instructions  (OAC's guide for submitting & billing ASR's)  New 2/28/12


OPTIONAL BUT RECOMMENDED CASE FORMS:
    OAC Basic Client Interview Form PDF version
    OAC Basic Client Interview Form Microsoft Word version
    Pre-Negotiation Case Analysis Worksheet PDF version
    Pre-Negotiation Case Analysis Worksheet  Word version
    Case Activity Log (Time sheet)  PDF version
    Case Activity Log (Time sheet)  Word version
    HIPAA Compliant Release of Info  PDF version
    HIPAA Compliant Release of Info  Word version
    Discovery Index (Sample for Reuse)  Excel Format


BILLING FORMS INFORMATION -- FORMS BELOW:

The OAC billing forms are in the latest Adobe PDF format and can be filled in on a computer, saved with data, and printed.  They also have pop-up calendars and pull-down lists to speed data entry, and they automatically total the money column for you too!

Attorney Billing Form 3 - Criminal Combined and Attorney Billing Form 7 - Juvenile Delinquency Combined were optional forms OAC has discontinued and no longer accepts.  Please discard any old copies you may have of these discontinued forms.

IMPORTANT NOTE:  All billing forms must be printed and submitted as HAND-SIGNED  ORIGINAL documents.  Please do NOT send FAXed or e-mailed duplicates of billings as this may delay processing and payment.


ATTORNEY BILLING FORMS -- ADULT:
    Attorney Billing Form 1 - Criminal General  
    Attorney Billing Form 2 - Criminal Other  (Prob. Revoc. & Wit. Counseling)
    Attorney Billing Form 4 - Civil  (Freedom from Custody, Contempt, & Mental Health)
    Billing Procedure  (OAC's guide to submitting bills)
  
 

ATTORNEY BILLING FORMS -- JUVENILE:
    Attorney Billing Form 4 - Civil  (Freedom from Custody, Contempt, & Mental Health)
    Attorney Billing Form 6 - Dependency
    Attorney Billing Form 8 - Juvenile Delinquency General
    Attorney Billing Form 9 - Juvenile Delinquency Witness Counseling
    Juvenile Case Cost Form  (Parent address info for billing of juvenile case costs)

 

ANCILLARY SERVICES BILLING FORM:
    Ancillary Services Billing Form 8  (Bills for Investigators, Experts, Travel, etc.) 

    PDF File Attachment Tutorial  (For your record-keeping purposes only)


PANEL APPLICATION & PROGRAM INFORMATION FORMS:
Based on case volumes currently being received, OAC is not accepting new applications for admission to the OAC panel at this time; but we are still accepting applications from existing panel members for elevation to a higher classification level.
    OAC's Classification of Crimes (Attachment B)  NEW 1/14/11
    IRS W-9 Form  (We need this form submitted in order to pay an attorney or vendor.)
    FTB CA 590 Form (We also need this form in order to pay an attorney or vendor.)
    OAC Panel Attorney Contract  NEW 2/2/2011
    OAC Panel Attorney Qualifications (Attachment A)  NEW 1/14/11
    Ancillary Expense Rates  (Exhibit F) (Suggested provider rates)  NEW 2/1/2011
            OLDEST OAC Panel Attorney Fee Schedule - (Exhibit G) (Very Old 2009 Schedule)
            
OLD OAC Panel Attorney Fee Schedule - (Exhibit G) (Old 2011 Schedule)
    OAC Panel Attorney Fee Schedule (New Exhibit G)  NEW 2/17/14 (Changes in Yellow)
    OAC Panel Attorney Application (Class I - V)  PDF version
    OAC Panel Attorney Application (Class I - V)  Word version
    OAC Panel Attorney Application for Class VI or VII
    OAC Panel Attorney Recommendation Form (optional)
    OAC Rules & Regulations  New 2/1/11 
  
 
OAC Attorney Benefit Program Link to ICDA Website New June 2013     
    OAC Transition Memo to Attorneys  (PCC to OAC transition information)


CAPITAL CASE FORMS:
    CR190 - Capital Case Appointment Order Form
    CR191 - Capital Case Attorney Declaration Form
    CRC - Rule 4.117 re Capital Case Attorney Qualification Requirements
    OAC Panel Application for Class VI or VII
    OAC Panel Attorney Recommendation Form (optional)
    HIPAA Compliant Release of Info  PDF
    HIPAA Compliant Release of Info  Word
    Initial OAC Basic Client Interview Form  PDF
    Initial OAC Basic Client Interview Form  Word
    Detailed Client Background Info Form  Word
    Discovery Index (Sample for Reuse)  Excel Format
    Mitigation Records Log (Sample for Reuse)  Excel Format

 
RETAINED INDIGENT CASE FORMS:
    Retained Indigent Filing Procedures    
    Retained Indigent Sample Pleadings

    Ancillary Services Request Form (Word version) (Please e-mail)
    Ancillary Services Request Form (PDF version)(Please e-mail)
   
Ancillary Services Instructions  (OAC's guide for submitting & billing ASR's)

 
IMMIGRATION CONSEQUENCES -- RESOURCES:
    California Criminal Law Immigration Consequences Chart by Katherine Brady
    California Criminal Law Immigration Resources Document
    Defending Immigrants Partnership
    National Immigration Project (National Lawyers Guild)
    Immigrant Defense Project (based in New York)
    Immigrant Legal Resource Center (ILRC)
    CLICK HERE FOR MORE RESOURCES ON OAC's LEGAL RESEARCH PAGE