What are the Steps if I have a Trial Court Revenue Distribution Question?
1 Check the State Controller's Office Trial Court Revenue Distribution Guidelines
2 Check Trial Court Revenue Distribution Resources
- CA Legislative Information (LegInfo)
- Uniform Bail and Penalty Schedules
- Revenue Distribution Worksheets
- FAQs: Trial Court Revenue Distribution
- Crosswalk Guide (updated 1/31/2024)
This tool was developed to index the Trial Court Revenue Distribution Guidelines (TCRDG) to existing trial court revenue distribution resources, tying the distribution guide’s code descriptions and associated violations to the current Uniform Bail and Penalty Schedule, Judicial Council distribution worksheets, and FAQs.
3 50-50 Excess Split Revenue Payment Instructions and Template
- Memo (dated August 14, 2024)
- 50-50 Instructions
- 50-50 Template (updated 10/25/2024)
4 Follow up with Judicial Council Funds and Revenue staff
- By email: revenuedistribution@jud.ca.gov
Revenue Distribution Training Programs By Year
2024
Spring 2024 Revenue Distribution Training
Spring 2024 Revenue Distribution Training Materials
Plenary Presentation
Session provides information and/or updates on recent statutory changes affecting distributions, distribution audit issues, and other topics of interest including Ability to Pay.
- Agenda Spring 2024
- Plenary PowerPoint, Color
- Plenary PowerPoint, Grayscale
- Resources and Links (updated 5/15/2024)
- Plenary Session (video)
Breakout Session A— Basic Distributions
Session focuses on the statutes, resources, calculations, and analysis that apply to basic distributions and will include the usual walk-through of the distribution worksheets. We will populate worksheets using mock information for select case types, including Speeding, Red Light, and Health and Safety Code offenses, with examples of bail forfeiture and traffic violator school dispositions.
- Session A—Basic Distributions PowerPoint, Color
- Session A—Basic Distributions PowerPoint, Grayscale
- Session A—Basic Distributions Case Studies Handout
- Session A—Basic Distributions Worksheets
- Session A (video)
Breakout Session B—Advanced Distributions
Session focuses on the statutes, resources, calculations, and analysis that apply to all distributions and will include the usual walk-through of the distribution worksheets. We will populate worksheets using mock information for select case types, including Speeding, DUI, Red Light, and Health and Safety Code offenses, with examples of bail forfeiture and traffic violator school dispositions.
- Session B—Special Distributions PowerPoint, Color
- Session B—Special Distributions PowerPoint, Grayscale
- Session B—Special Distributions Case Studies Handout
- Session B—Special Distributions Worksheets
- Session B (video)
Winter 2024 Revenue Distribution Training
Winter 2024 Revenue Distribution Training Materials
2023
Spring 2023 Revenue Distribution Training
Spring 2023 Revenue Distribution Training Materials
Plenary Presentation
Session provides information and/or updates on recent statutory changes affecting distributions, distribution audit issues, and other topics of interest including Ability to Pay. The sessions’ curriculum may include, but is not limited to, the following:
- Agenda Spring 2023 (PDF)
- Plenary PowerPoint, Color (PDF)
- Plenary PowerPoint, Grayscale (PDF)
- Resources and Links (PDF)
- Plenary Session (video)
Breakout Session A— Mini-Trainings: Various Collections and Distribution Related Topics
Session provides brief overview of various topics related to the collection and distribution of court-ordered debt, including the implementation of legislative changes (e.g., EMAT and AB 199) and required reporting on the Collections Reporting Template and TC 31 form.
- Session A— Mini Trainings PowerPoint, Color (PDF)
- Session A— Mini Trainings PowerPoint, Grayscale (PDF)
- Session A (video)
Breakout Session B—Basic and Special Distributions, Tuesday, May 23, 1:00 pm to 4:00 pm
Session focuses on the statutes, resources, calculations, and analysis that apply to all distributions and will include the usual walk-through of the distribution worksheets. We will populate worksheets using mock information for select case types, including Speeding, DUI, Red Light, and Health and Safety Code offenses, with examples of bail forfeiture and traffic violator school dispositions.
- Session B—Basic and Special Distributions PowerPoint, Color (PDF)
- Session B—Basic and Special Distributions PowerPoint, Grayscale (PDF)
- Session B—Basic and Special Distributions Case Studies (PDF)
- Session B—Basic and Special Distributions Worksheets (Excel)
- Session B (video)
Evaluations—Your feedback is valuable to us, please tell us how we are doing by completing questionnaire for each session attended/viewed:
Plenary: https://www.surveymonkey.com/r/Spring2023PlenaryEval
Session A: https://www.surveymonkey.com/r/Spring2023SessionAEval
Session B: https://www.surveymonkey.com/r/Spring2023SessionBEval
Winter 2023 Revenue Distribution Training
Winter 2023 Revenue Distribution Training Materials
- PowerPoint, Grayscale (PDF)
- PowerPoint, Color (PDF)
- Resources and Contacts (PDF)
- Crosswalk Guide (PDF)
- FAQs: Trial Court Revenue Distribution (PDF)
- Revenue Distribution Worksheets (Excel)
- Winter 2023 Training (video)
Evaluation Questionnaire— Your feedback is valuable to us, please tell us how we are doing by completing a questionnaire by Friday, February 3. At the end of session, click on the prompt to SurveyMonkey or click here after viewing the presentation.
2022
Spring 2022 Revenue Distribution Training
Spring 2022 Revenue Distribution Training Materials
Plenary Presentation
- Agenda Spring 2022 (PDF)
- Plenary PowerPoint, Color (PDF)
- Plenary PowerPoint, Grayscale (PDF)
- Resources and Links (PDF)
- Webex Video (MP4)
Breakout Sessions and Materials
Session A— Basic Distributions
Session will cover key distribution statutes and allows participants to practice some basic distributions using a distribution worksheet tool.
- Session A Basic Distributions PowerPoint, Color (PDF)
- Session A Basic Distributions PowerPoint, Grayscale (PDF)
- Session A Basic Distributions Case Studies (PDF)
- Session A Basic Distributions Worksheets (Excel)
- Webex Video (MP4)
Session B—Special Distributions
Session focuses on more complex special distributions and allows participants to independently practice distributions using mock case information on worksheet tool.
- Session B Special Distributions PowerPoint, Color (PDF)
- Session B Special Distributions PowerPoint, Grayscale (PDF)
- Session B Special Distributions Case Studies (PDF)
- Session B Special Distributions Worksheets (Excel)
- Webex Video (MP4)
Session C— Measuring the Resolution of Cases: Court-Ordered Adjustments and Discharge from Accountability
Session focuses on the implementation of alternative approaches aimed at resolving court-ordered debt by means other than actual payment. Court and County staff will discuss their experience implementing procedures for adjustments and discharges, as well as commonly encountered challenges.
- Session C -- PowerPoint, Color (PDF)
- Session C -- PowerPoint, Grayscale (PDF)
- San Bernardino Court Discharge Reference Documents (PDF)
- Due to technical difficulties, there is no recording available for Session C.
Session D— Overview of Online Ability to Pay Program and Backfill Process
Session focuses on the process for submitting claims for ability to pay (ATP) backfill request, as provided by Government Code section 68645.7. The session will provide an overview of the ATP process and a demonstration on how to complete the ATP backfill request form.
Evaluations—Your feedback is valuable to us, please tell us how we are doing by completing questionnaires for each session attended/viewed:
Plenary: https://www.surveymonkey.com/r/2022SpringPlenary
Session A: https://www.surveymonkey.com/r/2022SpringSessionA
Session B: https://www.surveymonkey.com/r/2022SpringSessionB
Session C: https://www.surveymonkey.com/r/2022SpringSessionC
Session D: https://www.surveymonkey.com/r/2022SpringSessionD
Winter 2022 Revenue Distribution Training
Winter 2022 Revenue Distribution Training Sessions and Materials
Judicial Council
- Office of Government Affairs: Court-related Legislation Updates (MP4)
Court-related Legislation Updates PowerPoint (PDF) - Criminal Justice Services: 2022 Uniform Bail and Penalty Schedules and Ability To Pay Update (MP4)
2022 Uniform Bail and Penalty Schedules and Ability To Pay Update PowerPoint (PDF) - Funds & Revenues: Collections Updates and Information (MP4)
Collections Updates and Information PowerPoint (PDF)
Franchise Tax Board (FTB)
- Court-Ordered Debt (COD)Collections Program (MP4)
FTB-COD Program PowerPoint (PDF) - Interagency Intercept Collections (IIC) Program (MP4)
- FTB-IIC Program PowerPoint (PDF)
State Controller’s Office (SCO)
Resources and Links (PDF)
Evaluation Questionnaire—Your feedback is valuable to us, please tell us how we are doing by completing a questionnaire for each presentation viewed. A SurveyMonkey link is provided on the last slide of each presentation.
2021
2021 Revenue Distribution Training
Spring 2021 Revenue Distribution Training Materials
Plenary Presentation
-
Agenda Spring 2021 (PDF)
-
Resources and Links (PDF)
Breakout Sessions and Materials
Session A— Basic Distributions
Session will cover key distribution statutes and allows participants to practice some basic distributions using a distribution worksheet tool.
Session B—Special Distributions
Session focuses on more complex special distributions and allows participants to independently practice distributions using mock case information on worksheet tool.
Session C— Completing the Collections Reporting Template (CRT)
Session will provide an overview of the reporting requirement and walk-thru of the CRT with a specific focus on how to report required data elements, using mock data for the purpose of providing a hands-on exercise on how to complete the CRT.
Session D— Cost Recovery
Session is designed for court and county collections and/or fiscal staff who prepare the CRT or other reports that include claims for operating costs recovered under Penal Code section 1463.007.
Evaluation—Your feedback is valuable to us, please tell us how we are doing by completing this Questionnaire.
January 2021 Training Webinar Materials
2020
2020 Revenue Distribution Training
Spring 2020 Revenue Distribution Training Materials
Plenary Presentation
- PowerPoint video (MP4)
- Plenary Color PowerPoint (PDF)
- Resources and Links (PDF)
- Crosswalk Guide (PDF)
- FAQs: Trial Court Revenue Distribution (PDF)
Breakout Sessions and Materials
Session on Performance Measures and Benchmarks
Forrester Research Inc., provides an update on the reevaluation of existing performance measures (Gross Recovery Rate and Success Rate) to accurately track and benchmark performance of statewide collections’ programs.
Session 1A: 50/50 and TC 31 Forms
Sessions provide step by step instruction for completing the 50/50 and TC-31 forms.
- 50/50 PowerPoint video (MP4)
- 50/50 Color PowerPoint (PDF)
- 50/50 Instructions (PDF)
- 50/50 Template (Excel)
- TC-31 PowerPoint video (MP4)
- TC-31 Color PowerPoint (PDF)
- TC-31 Remittance Form (Excel)
- TC-31 Remittance Guidelines (PDF)
Session 1B: California’s Legislative Cycle
Session provides in-depth overview of California’s Legislative cycle and identifying fiscal impacts.
- Legislative Cycle PowerPoint (MP4)
- Legislative Cycle Color PowerPoint (PDF)
- Legislative Update 2020 (PDF)
Session 2A: Basic Distributions
Session provides overview of key distribution statutes and tools to independently perform basic distributions using worksheets.
- PowerPoint video (MP4)
- Session 2A Color PowerPoint (PDF)
- Case Studies (2A) (PDF)
- Distribution Worksheets (2A) (Excel)
Session 2B: Special Distributions
Session provides overview of more complex distributions and reviews available resources and tools required to independently perform special distributions using worksheets.
- PowerPoint video (MP4)
- Session 2B Color PowerPoint (PDF)
- Case Studies (2B) (PDF)
- Resources (2B) (PDF)
- Distribution Worksheets (2B) (Excel)
Session 3A: Discharge from Accountability
Session provides two California Superior Courts’ viewpoint and experience with the discharge from accountability implementation process.
*Reference materials for both discharge sessions:
Evaluation Questionnaire—Your feedback is valuable to us, please continue to tell us how we are doing by completing this Questionnaire.
2019
2019 Revenue Distribution Training
December 2019 Training Webinar Materials
April 23, May 7, and 8, 2019 Training Materials
Morning Plenary Session Materials
- Agenda Spring 2019
- Plenary Presentation
- Resources and Links
- Distribution of Fines, Penalties and Fees
- Legislative Update for Distributions
- FTB-COD Monthly Report Sample
- FTB-COD Monthly Report Calculations
Optional to Print
Afternoon Breakout Session Materials
Breakout Session A: Basic Distributions
- PowerPoint (A)
- Case Studies (A)
- Distribution Worksheets (A)
Breakout Session B: Special Distributions
- PowerPoint (B)
- Case Studies (B)
- Distribution Worksheets (B)
2018
2018 Revenue Distribution Training
December 5-6, 2018 Training Materials
Play audio concurrently while viewing presentation
May 3, 15, and 16, 2018 Training Materials
Morning Plenary Session Materials
- Agenda Spring 2018
- Plenary Presentation
- Resources and Links (2 pages)
- Distribution of Fines, Penalties and Fees (1 page)
- Legislative Update for Distributions (3 pages)
Optional to Print
Afternoon Breakout Session Materials
Breakout Session A: Basic Distributions
- PowerPoint (A)
- Case Studies (A)
- Distribution Worksheets (A)
Breakout Session B: Special Distributions
- PowerPoint (B)
- Case Studies (B)
- Distribution Worksheets (B)
2017
2017 Revenue Distribution Training
December 6-7, 2017 Training Materials
June 5, 12, and 13, 2017 Training Materials
Morning Plenary Session Materials
- Agenda Spring 2017
- Plenary Presentation
- Resources and Links (2 pages)
- Distribution of Fines, Penalties and Fees (1 page)
- Legislative Update for Distributions (3 pages)
- Uniform Bail and Penalty Schedule (14 pages)
Optional to Print
Afternoon Breakout Session Materials
Breakout Session A: Basic Distributions
- PowerPoint (A)
- Case Studies (A)
- Distribution Worksheets (A)
Breakout Session B: Special Distributions
- PowerPoint (B)
- Case Studies (B)
- Distribution Worksheets (B)
2016
2016 Revenue Distribution Training
December 6-7, 2016 Training Materials
- PowerPoint Presentation
- Audio of Presentation
Play audio concurrently while viewing presentation
May 19, June 1-2, 2016 Training Materials
Morning Plenary Session Materials
- Agenda Spring 2016
- Plenary Presentation Printable
- Plenary Presentation Color (for viewing onscreen)
- Franchise Tax Board Presentation Printable
- Franchise Tax Board Presentation Color (for viewing onscreen)
- Resources & Links (2 pages)
- Distribution of Fines, Penalties & Fees (1 page)
- Legislative Update Distributions (3 pages)
- Uniform Bail and Penalty Schedule (9 pages)
Optional to Print
Afternoon Breakout Session Materials
Breakout Session A: Basic Distributions
- PowerPoint (A) Printable
- PowerPoint (A) Color (for viewing onscreen)
- Case Studies (A) Printable
- Case Studies (A) Color (for viewing onscreen)
- 2016 Traffic Infraction Calculator (A)
Breakout Session B: Special Distributions
- PowerPoint (B) Printable
- PowerPoint (B) Color (for viewing onscreen)
- Case Studies (B)
- Distribution Worksheets (B)
2015
2015 Revenue Distribution Training
December 8-9, 2015 Training Materials
- PowerPoint Presentation
- Audio of Presentation
Play audio concurrently while viewing presentation
May 8, 11-12 Training Materials
Morning Plenary Session Materials
- Agenda
- Printable Version (b/w in handout & notes format)
- Color Version (for viewing onscreen)
Afternoon Breakout Session Materials
Breakout Session A: Basic Distributions
- Printable Version (b/w in handout & notes format)
- Color Version (for viewing onscreen)
- Case Studies
- Distribution Worksheets
Breakout Session B: Intermediate/Advanced Distributions
- Printable Version (b/w in handout & notes format)
- Color Version (for viewing onscreen)
- Case Studies
- Distribution Worksheets
2014
2014 Revenue Distribution Training
December 3, 2014 Training Materials
- PowerPoint Presentation
- Audio of Presentation
Play audio concurrently while viewing presentation
July 9, 2014 Training Materials
Morning Plenary Session PowerPoint Slides
- Printable version (b/w in handout & notes format)
- Color version (for viewing onscreen)
Afternoon Distribution Calculations Session PowerPoint Slides
- Printable version (b/w in handout & notes format)
- Color version (for viewing onscreen)
2013
2013 Revenue Distribution Training Program
Training Materials