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2018 California Rules of Court

Rule 10.471. Minimum education requirements for Supreme Court and Court of Appeal clerks/executive officers

(a) Applicability

All clerks/executive officers of the California Supreme Court and Courts of Appeal must complete these minimum education requirements. All clerks/executive officers should participate in more education than is required, related to each individual's responsibilities and in accordance with the education recommendations set forth in rule 10.479.

(Subd (a) amended effective January 1, 2018.)

(b) Hours-based requirement

(1)Each clerk/executive officer must complete 30 hours of continuing education every three years beginning on the following date:

(A)For a new clerk/executive officer, the first three-year period begins on January 1 of the year following his or her hire.

(B)For all other clerks/executive officers, the first three-year period begins on January 1, 2008.

(2)The following education applies toward the required 30 hours of continuing education:

(A)Any education offered by an approved provider (see rule 10.481(a)) and any other education, including education taken to satisfy a statutory or other education requirement, approved by the Chief Justice or the administrative presiding justice as meeting the criteria listed in rule 10.481(b).

(B)Each hour of participation in traditional (live, face-to-face) education; distance education such as broadcasts, videoconferences, and online coursework; faculty service; and self-directed study counts toward the requirement on an hour-for-hour basis. Each clerk/executive officer must complete at least half of his or her continuing education hours requirement as a participant in traditional (live, face-to-face) education. The clerk/executive officer may complete the balance of his or her education hours requirement through any other means with no limitation on any particular type of education.

(C)A clerk/executive officer who serves as faculty by teaching legal or judicial education to a legal or judicial audience may apply education hours as faculty service. Credit for faculty service counts toward the continuing education requirement in the same manner as all other types of education-on an hour-for-hour basis.

(Subd (b) amended effective January 1, 2018; previously amended effective January 1, 2012, and January 1, 2014.)

(c) Extension of time

(1)For good cause, the Chief Justice or the administrative presiding justice may grant a one-year extension of time to complete the education requirements in (b).

(2)If the Chief Justice or the administrative presiding justice grants a request for an extension of time, the clerk/executive officer, in consultation with the Chief Justice or the administrative presiding justice, must also pursue interim means of obtaining relevant educational content.

(3)An extension of time to complete the hours-based requirement does not affect the timing of the clerk/executive officer's next three-year period.

(Subd (c) amended effective January 1, 2018.)

(d) Record of participation; statement of completion

Each clerk/executive officer is responsible for:

(1)Tracking his or her own participation in education and keeping a record of participation for three years after each course or activity that is applied toward the requirements;

(2)At the end of each year, giving the Chief Justice or the administrative presiding justice a copy of his or her record of participation in education for that year; and

(3)At the end of each three-year period, giving the Chief Justice or the administrative presiding justice a signed statement of completion for that three-year period.

(Subd (d) amended effective January 1, 2018.)

Rule 10.471 amended effective January 1, 2018; adopted effective January 1, 2008; previously amended effective January 1, 2012, and January 1, 2014.

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