TITLE 1.ADMINISTRATION

Part 8. TEXAS JUDICIAL COUNCIL

Chapter 173. INDIGENT DEFENSE

The Task Force on Indigent Defense (Task Force) is a permanent Standing Committee of the Texas Judicial Council. The 77th Texas Legislature authorized the Task Force to direct the Comptroller to distribute Fair Defense Account funds, including grants, to counties for indigent defense services. It further authorized the Task Force to monitor grants and enforce compliance with grant terms. The Task Force adopts §§173.1 - 173.8, 173.101 - 173.104, 173.201, 173.202, 173.301 - 173.301 - 173.311, 173.401, 173.402 of the Texas Administrative Code on an emergency basis in order to implement this grant authority established by the Texas Legislature.

These sections establish the guidelines for the administration of a new grant program for counties to improve indigent defense services. These sections set forth the general terms, conditions, criteria, and funding formula for awarding these grants. Grants will aid counties to maintain, improve, and enhance the delivery of indigent defense services, and will promote compliance by counties with the requirements of state law and Task Force policies and standards relating to indigent defense.

These new rules are adopted on an emergency basis to ensure that grant funding can be awarded to the state's counties with the least delay and inefficiency. Without the adoption of these new rules on an emergency basis, many counties would likely not be able to expend the grant funds fully, efficiently, or effectively and the Task Force would be unable to distribute these grant funds in a fiscally responsible and fair manner.

Subchapter A. GENERAL GRANT PROGRAM PROVISIONS

1 TAC §§173.1 - 173.8

These new rules are adopted on an emergency basis under the authority of Government Code § 71.062 (relating to Technical Support; Grants), concerning the grant and aid program, that provides the Task Force authority to provide for grants to assist counties to improve indigent defense practices in the state, and to promote compliance with state law concerning indigent defense practices, and to adopt by rule the guidelines for awarding grants.

§173.1. Applicability.

(a) The Texas Legislature authorized the Task Force on Indigent Defense (Task Force) to direct the Comptroller to distribute Fair Defense Account funds, including grants, to counties for indigent defense services. It further authorized the Task Force to monitor grants and enforce compliance with grant terms. Subchapters A through E of this chapter apply to Indigent Defense grants to counties awarded by the Task Force. Subchapter A covers the general provisions for grant funding. Subchapter B addresses eligibility, grant funding, and expenditure reporting. Subchapter C provides rules detailing the conditions the Task Force on Indigent Defense may place on grants. Subchapter D sets out the rules related to administering grants. Subchapter E specifies rules regarding program monitoring and audits.

(b) All counties in Texas are eligible to participate in this program.

§173.2.Definitions.

The following words and terms, when used in this chapter, will have the following meanings, unless otherwise indicated:

(1) "Ad hoc assigned counsel program" means a system under which private attorneys, acting as independent contractors and compensated with public funds, are individually appointed to provide legal representation and services to a particular indigent defendant accused of a crime or juvenile offense.

(2) "Applicant" is a county that has submitted a grant application or grant renewal documentation.

(3) "Contract defender program" means a system under which private attorneys, acting as independent contractors and compensated with public funds, are engaged to provide legal representation and services to a group of unspecified indigent defendants who appear before a particular court or group of courts.

(4) "Counsel appointed to defend" means a lawyer, other than an attorney with a public defender, appointed to represent a defendant in a criminal proceeding, including a habeas corpus hearing.

(5) "Crime" means:

(A) a misdemeanor punishable by confinement; or

(B) a felony.

(6) "Defendant" means a person accused of a crime or a juvenile offense.

(7) "Fair Defense Account" is an account in the general revenue fund that may be appropriated only to the Task Force on Indigent Defense for the purpose of implementing the Texas Fair Defense Act.

(8) "Indigent defense support services" means criminal defense services that:

(A) are provided by licensed investigators, experts, or other similar specialists, including forensic experts and mental health experts; and

(B) are reasonable and necessary for appointed counsel to provide adequate representation to indigent defendants.

(9) "Juvenile offense" means conduct committed by a person while younger than 17 years of age that constitutes:

(A) a misdemeanor punishable by confinement; or

(B) a felony.

(10) "Public defender" has the meaning assigned by Article 26.044(a), Code of Criminal Procedure.

(11) "Schedule of fees" means a list of the fees adopted by formal action of the judges of the county courts, statutory county courts, and district courts trying criminal cases in each county. 1 Each fee schedule adopted will state reasonable fixed rates or minimum and maximum hourly rates, taking into consideration reasonable and necessary overhead costs and the availability of qualified attorneys willing to accept the stated rates, and will provide a form for the appointed counsel to itemize the types of services performed.. An attorney appointed to represent the interests of a child in a juvenile proceeding will be paid in accordance with the same schedule. 2

(12) "Special condition" means a condition placed on a grant because of a need for information, clarification, or submission of an outstanding requirement of the grant.

(13) "Task Force on Indigent Defense" (Task Force) is the governmental entity charged with developing policies and standards for providing legal representation and other defense services to indigent defendants at trial, on appeal, and in post-conviction proceedings. The Task Force will:

(A) provide technical support to:

(i) assist counties in improving their indigent defense systems; and

(ii) promote compliance by counties with the requirements of state law relating to indigent defense;

(B) direct the Comptroller to distribute funds, including grants, to counties to provide indigent defense services in the county; and

(C) monitor each county that receives a grant and enforce compliance by the county with the conditions of the grant, including enforcement by directing the Comptroller to:

(i) withdraw grant funds; or

(ii) require reimbursement of grant funds by the county.

(14) "UGMS" is the Uniform Grant Management Standards promulgated by the Governor's Office of Budget and Planning at 1 TAC, §5.141 - 5.167.

(15) "Fiscal Year" means the fiscal year for the State of Texas, beginning September 1 and ending August 31. 1 Article 26.05, Texas Code of Criminal Procedure 2 Family Code §51.10(i)

§173.3. Grant Submission Process Requests for applications.

The Task Force or its designees will publish Requests for Applications (RFA) in the Texas Register for all Indigent Defense grants. Applicants must submit their applications according to the requirements provided in the RFA. The RFA will provide the following:

(1) information regarding deadlines for the submission of applications;

(2) the maximum and minimum amounts of funding available for a grant, if applicable;

(3) the start dates for grants, and the length of grant periods;

(4) information regarding how applicants may obtain application kits; and

(5) information regarding where applicants must submit applications.

§173.4. Selection Process.

(a) The Task Force or its designees will review grant applications and shall make grant awards from the Texas Fair Defense Act.

(1) Formula grants. The Task Force or its designees may allocate funding to counties through a formula based upon population figures or other criteria approved by the Task Force.

(2) Discretionary grants. Discretionary grants will not be available for Fiscal Year 2002.

(b) During the staff review of an application, the staff may request that the applicant submit additional information necessary to complete grant review. The staff may request the applicant to provide any outstanding forms and documents to clarify or justify any part of the application. The applicant must provide a response by the established deadline. Such requests for information, including the issuance of a preliminary review report, do not mean that the Task Force will fund an application.

(c) The Task Force will inform applicants of funding decisions on their grant applications through either a Statement of Grant Award or a notification of denial.

(d) All grant funding decisions made by the Task Force or its designees are final and are not subject to appeal.

§173.5. Grant Funding Decisions.

(a) The Task Force or its designees will render decisions on applications for funding through the use of objective tools and comparative analysis. The Task Force or its designees will first determine whether the grantee is eligible for funds in accordance with §173.1 of this title (relating to "Applicability") and §173.101 of this title (relating to "Eligibility").

(b) All decisions to fund grant requests rest completely within the discretionary authority of the Task Force or its designees. The receipt of an application for grant funding does not obligate the Task Force to fund the grant.

(c) The Task Force makes no commitment that a grant, once funded, will receive priority consideration for subsequent funding.

§173.6. Grant Acceptance.

Each applicant must accept or reject a grant award within 30 days of the date upon which the Task Force issues a Statement of Grant Award. The Task Force may alter this deadline upon request from the applicant. The authorized official designated under §173.301 of this chapter (relating to "Grant Officials") must formally accept the grant in writing before the grantee may receive any grant funds.

§173.7. Adoptions by Reference.

(a) Grantees must comply with all applicable state statutes, rules, regulations, and guidelines.

(b) The Task Force adopts by reference the rules, documents, and forms listed below that relate to the administration of grants.

(1) Uniform Grant Management Standards (UGMS) adopted pursuant to the Uniform Grant and Contract Management Act of 1981, Chapter 783, Texas Government Code. See 1 TAC §5.141 - 5.167.

(2) The Task Force forms, including the statement of grant award; grantee acceptance notice; grant adjustment notice; grantee's progress report; financial expenditure report; and property inventory report.

§173.8. Use of the Internet.

The Task Force may provide for submission of grant applications, progress reports, financial reports, and other information via the Internet. Completion and submission of a progress report or financial report via the Internet meets the relevant requirements contained within this chapter for submitting reports in writing. If a grant application is submitted via the Internet, the Task Force will not consider it complete until the grantee provides an Internet Submission Form that is signed by the applicant's authorized official and that meets all relevant deadlines for applications. This form certifies that the information submitted via the Internet is true and correct and that, if a grant is awarded, the grantee will abide by all relevant rules, policies, and procedures.

This agency hereby certifies that the emergency adoption has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on March 29, 2002.

TRD-200201976

Jim Bethke

Research Analyst

Texas Judicial Council

Effective Date: March 29, 2002

Expiration Date: July 27, 2002

For further information, please call: (512) 475-4776


Subchapter B. ELIGIBILITY, GRANT FUNDING AND EXPENDITURE REPORTING

1 TAC §§173.101 - 173.104

These new rules are adopted on an emergency basis under the authority of Government Code § 71.062 (relating to Technical Support; Grants), concerning the grant and aid program, that provides the Task Force authority to provide for grants to assist counties to improve indigent defense practices in the state, and to promote compliance with state law concerning indigent defense practices, and to adopt by rule the guidelines for awarding grants.

§173.101. Eligibility.

The Task Force may provide grants from the Fair Defense Account to counties providing legal representation and defense support services in accordance with the Code of Criminal Procedure and Family Code to indigents accused of crimes or juvenile offenses.

§173.102. Grant Funding.

(a) The Task Force will make decisions regarding funding in accordance with §173.4 of this chapter (relating to "Monitoring"), subject to the availability of funds.

(b) The applicant may not reduce the amount of funds expended for indigent defense services in the county because of funds provided for by the Texas Force on Indigent Defense under this grant.

§173.103. Expenditure Reporting.

(a) Allowable expenditure categories and any necessary definitions will be provided to the applicant as part of the grant application kit.

(b) Grantees must ensure that all expenditures for which reimbursement is requested are adequately documented. Documentation may include, but is not limited to, travel records, time sheets or other payroll documentation, invoices, contracts, mileage records, telephone bills and other documentation that verifies the expenditure amount and appropriateness to the grant.

(c) Expenditures may be allocated to the grant in accordance with the Uniform Grant Management Standards.

§173.104. Program Income.

(a) Rules governing the use of program income are included in the provisions of the Uniform Grant Management Standards adopted by reference in §173.7 of this chapter (relating to "Adoptions by Reference").

(b) Grantees must use program income to supplement program costs or reduce program costs. Program income may only be used for allowable program costs.

This agency hereby certifies that the emergency adoption has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on March 29, 2002.

TRD-200201978

Jim Bethke

Research Analyst

Texas Judicial Council

Effective Date: March 29, 2002

Expiration Date: July 27, 2002

For further information, please call: (512) 475-4776


Subchapter C. CONDITIONS OF GRANT FUNDING

1 TAC §173.201, §173.202

These new rules are adopted on an emergency basis under the authority of Government Code § 71.062 (relating to Technical Support; Grants), concerning the grant and aid program, that provides the Task Force authority to provide for grants to assist counties to improve indigent defense practices in the state, and to promote compliance with state law concerning indigent defense practices, and to adopt by rule the guidelines for awarding grants.

§173.201. Grant Conditions.

(a) Applicants must apply for funds using the procedures, forms, and certifications prescribed by the Task Force. When the Task Force determines that a grantee has failed to submit the necessary information or has failed to comply with any Task Force rule or other relevant statute, rule, or requirement, the Task Force may place a special condition on the grant. The special condition allows the Task Force to place a grantee's funds on hold until the grantee has satisfied the requirements of the special condition. If a special condition is not corrected or removed within 45 days, the Task Force may reject the application and deny the grant.

(b) Grantees must comply with the applicable grant management standards adopted under §173.7 of this chapter (relating to "Adoptions by Reference").

§173.202. Resolutions.

Each application must include a resolution from the county commissioners' court that contains the following:

(1) authorization for the submission of the application to the Task Force;

(2) provision giving the authorized official the power to accept, reject, or alter a grant; and

(3) a written assurance that, in the event of loss or misuse of Fair Defense Account funds, the governing body will return all funds to the Task Force.

This agency hereby certifies that the emergency adoption has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on March 29, 2002.

TRD-200201979

Jim Bethke

Research Analyst

Texas Judicial Council

Effective Date: March 29, 2002

Expiration Date: July 27, 2002

For further information, please call: (512) 475-4776


Subchapter D. ADMINISTERING GRANTS

1 TAC §§173.301 - 173.311

These new rules are adopted on an emergency basis under the authority of Government Code § 71.062 (relating to Technical Support; Grants), concerning the grant and aid program, that provides the Task Force authority to provide for grants to assist counties to improve indigent defense practices in the state, and to promote compliance with state law concerning indigent defense practices, and to adopt by rule the guidelines for awarding grants.

§173.301. Grant Officials.

(a) Each grant must have the following designated to serve as grant officials:

(1) the program director. This person must be an officer or an employee responsible for program operation or monitoring and who will serve as the point-of-contact regarding the program's day-to-day operations.

(2) the financial officer. This person must be the county auditor or county treasurer if the county does not have a county auditor.

(3) the authorized official. This person must be authorized to apply for, accept, decline, or cancel the grant for the applicant county. A county judge or a designee authorized by the governing body in its resolution may serve as the authorized official.

(b) The program director and the authorized official may be the same person. The financial officer may not serve as the project director or the authorized official.

§173.302. Obligating Funds.

The grantee may not obligate grant funds before the beginning or after the end of the grant period.

§173.303. Retention of Records.

(a) Grantees must maintain all financial records, supporting documents, statistical records, and all other records pertinent to the award for at least three years following the closure of the most recent audit report or submission of the final expenditure report. Records retention is required for the purposes of state examination and audit. Grantees may retain records in an electronic format. All records are subject to audit or monitoring during the entire retention period.

(b) Grantees must retain records for equipment, non-expendable personal property, and real property for a period of three years from the date of the item's disposition, replacement, or transfer.

(c) If any litigation, claim, or audit is started before the expiration of the three-year records retention period, the grantee must retain the records under review until the resolution of all litigation, claims, or audit findings.

§173.304. Expenditure Reports.

Each grantee county must submit a Grant Expenditure Report to the Task Force within 60 days after the end of the grant period. The Task Force will provide the appropriate forms and instructions for the reports along with deadlines for their submission. The grantee's financial officer must sign and submit the expenditure report. The Task Force may place a financial hold on a grantee's future funds if the grantee fails to submit timely expenditure reports.

§173.305.Inventory Reports.

The Task Force requires each grantee to maintain an inventory report of all equipment purchased with grant funds. This report must comport with the final financial expenditure report. At least every year, grantees must complete a physical inventory of all grantee property and the grantee must reconcile the results with the existing property records.

§173.306. Provision of Funds.

After a grant has been accepted and if there are no outstanding special conditions or other deficiencies, the Task Force will forward funds to the grantee.

§173.307. Remedies for Noncompliance.

If a grantee fails to comply with any term or condition of a grant, the Task Force may take one or more of the following actions:

(1) disallow all or part of the cost of the activity or action that is not in compliance and seek a return of the cost;

(2) impose administrative sanctions, other than fines, on the grantee;

(3) withhold further grants from the program or grantee; or

(4) terminate the grant in whole or in part.

§173.308. Grant Termination.

(a) The grant will terminate at the end of the date specified in the grant award, unless an extension is granted.

(b) If a grantee wishes to terminate a grant in whole or in part before the end of the grant period, the grantee must notify the Task Force in writing. The Task Force or its designee will make arrangements with the grantee for the early termination of the grant.

(c) The Task Force may terminate any grant, in whole or in part, when:

(1) a grantee fails to comply with any term or condition of the grant or the grantee has failed to comply with any applicable rule;

(2) the grantee and the Task Force agree to do so;

(3) grant funds are no longer available; or

(4) conditions exist that make it unlikely that grant or program objectives will be accomplished.

§173.309. Violations of Laws.

If the grantee has a reasonable belief that a criminal violation may have occurred in connection with Fair Defense Account grant funds, including the misappropriation of funds, fraud, theft, embezzlement, forgery, or any other serious irregularities indicating noncompliance with grant requirements, the grantee must immediately notify the Task Force in writing of the suspected violation or irregularity. The grantee may also notify the local prosecutor's office of any possible criminal violations. Grantees whose programs or personnel become involved in any litigation arising from the grant, whether civil or criminal, must immediately notify the Task Force and forward a copy of any demand notices, lawsuits, or indictments to the Task Force.

§173.310. Grantee Reports.

Each grantee must submit reports regarding grant information, performance, and progress towards goals and objectives in accordance with the instructions provided by the Task Force. To remain eligible for funding, the grantee must be able to show the scope of services provided and the impact and quality of those services.

§173.311. Grant Management.

The Task Force has oversight responsibility for the grants it awards. The Task Force may review the grantee's management and administration of grant funds at any time, and may also request records in accordance with record retention requirements found in §173.303 of this chapter (relating to "Rentention of Record"). Grantees must respond to all Task Force inquiries or requests and must make all requested records available to the Task Force or its designees within the time frame established by the Task Force.

This agency hereby certifies that the emergency adoption has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on March 29, 2002.

TRD-200201980

Jim Bethke

Research Analyst

Texas Judicial Council

Effective Date: March 29, 2002

Expiration Date: July 27, 2002

For further information, please call: (512) 475-4776


Subchapter E. PROGRAM MONITORING AND AUDITS

1 TAC §173.401, §173.402

These new rules are adopted on an emergency basis under the authority of Government Code § 71.062 (relating to Technical Support; Grants), concerning the grant and aid program, that provides the Task Force authority to provide for grants to assist counties to improve indigent defense practices in the state, and to promote compliance with state law concerning indigent defense practices, and to adopt by rule the guidelines for awarding grants.

§173.401.Monitoring.

(a) The Task Force or its designees will monitor the activities of grantees as necessary to ensure that grant funds are used for authorized purposes in compliance with laws, regulations, and the provisions of grant agreements.

(b) The monitoring program may consist of formal audits, monitoring reviews, and technical assistance. The Task Force or its designees may implement monitoring through on-site review at the grantee location or through a desk review based on grantee reports. In addition, the Task Force or its designees may request grantees to submit relevant information to the Task Force, pursuant to §173.311 of this chapter (relating to "Grant Management"), to support any monitoring review. The monitoring program may include work performed by the Task Force staff, Task Force contractors, or other external reviewers.

(c) Grantees must make available to the Task Force, its designees, agents, or contractors all requested records relevant to a monitoring review. The Task Force, its designees, agents, or contractors may make unannounced monitoring visits at any time. Failure to provide adequate documentation upon request may result in disallowed costs or other remedies for noncompliance as detailed under §173.307 of this chapter (relating to "Remedies for Noncompliance").

(d) After a monitoring review, the grantee will be notified in writing of any noncompliance identified by the Task Force, its designees, agents, or contractors in the form of a draft report.

(e) The grantee will respond to the draft report and the deficiencies, if any, and submit a plan of corrective action, if necessary, to the Task Force within a time frame specified by the Task Force.

(f) The corrective action plan will include:

(1) the titles of the persons responsible for implementing the corrective action plan;

(2) the corrective action to be taken; and

(3) the anticipated completion date.

(g) If the grantee believes corrective action is not required for a noted deficiency, the response will include an explanation and specific reasons.

(h) The Task Force or its designees will approve the corrective action plan and may require modifications prior to approval. The grantee's replies and the approved corrective action plan, if any, will become part of the final report.

(i) The grantee will correct deficiencies identified in the final report within the time frame specified in the corrective action plan.

§173.402. Audits Not Performed by The Task Force on Indigent Defense.

(a) Grantees must submit to the Task Force copies of the results of any single audit conducted in accordance with the State Single Audit Circular issued under the Uniform Grant Management Standards. Grantees must ensure that single audit results, including the grantee's response and corrective action plan, if applicable, are submitted to the Task Force within 30 days after grantee receipt of the audit results or nine months after the end of the audit period, whichever is earlier.

(b) All other audits performed by auditors independent of the Task Force must be maintained at the grantee's administrative offices pursuant to §173.303 of this chapter (relating to "Retention of Records") and be made available upon request by the Task Force or its representatives. Grantees must notify the Task Force of any audit results which may adversely impact the Task Force grant funds.

(c) Nothing in this section should be construed so as to require a special or program-specific audit of a grantee's Indigent Defense grant program.

This agency hereby certifies that the emergency adoption has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on March 29, 2002.

TRD-200201981

Jim Bethke

Research Analyst

Texas Judicial Council

Effective Date: March 29, 2002

Expiration Date: July 27, 2002

For further information, please call: (512) 475-4776