President's Message
By Catherine Durgin, ACP

June, 2010

The CAS is back and it is better than ever! The Commission for Advanced California Paralegal Specialization, Inc. (CACPS) is pleased to be in the final stages of launching its first online CAS program.  CACPS invites you to participate in the CALIFORNIA ADVANCED SPECIALIST program in CALIFORNIA DISCOVERY.
 
CACPS has created a California Advanced Specialist (CAS) program in California Discovery. Designed to supplement NALA’s Advanced Paralegal Certification (APC) course in Discovery, the CAS in Discovery consists of three modules of text, interactive exercises, and quizzes.  The format and delivery is similar to NALA’s APC programs. The CAS in Discovery is not a stand-alone program.  Rather, the CAS in Discovery complements NALA’s APC course by highlighting the differences in California law as opposed to the federal law covered by the APC Discovery program. 
 
The following is a summary of the CAS Discovery program:
 
Module 1 of the CAS Discovery course provides an overview of California civil discovery, including the allowable scope of discovery, a discussion of permitted privileges in California, and ethics.  The module then moves into propounding forms of formal discovery in California, including depositions, interrogatories (both form and special), production of documents and tangible things and inspection of land and property, requests for admissions, physical and mental examinations, and exchanges of trial expert information.  Relevant California Code sections are included, and care is taken to cover timing and deadline issues, noticing requirements and the paralegal’s role in the process.
 
Module 2 of the CAS Discovery course covers responding to all of the types of discovery discussed in Module 1.  Strategies are provided for calendaring response deadlines, raising various objections, how to work with clients to obtain information to prepare responses and to gather responsive document, and proper verification of responses.  Paralegals are provided instruction on how to challenge deposition notices and subpoenas, when a motion for protective order can be filed, and how to prepare privilege logs.  Module 2 includes sample discovery questions and responses for illustration of the various points discussed.  Finally, there is a discussion on the best procedures to disclose expert witnesses together with expert witness reports.
 
Module 3 of the CAS Discovery course covers third party discovery, including the various types of subpoenas available to require witnesses to testify and/or produce documents.  Module 3 includes a detailed discussion of the difficult procedure for obtaining consumer and employment records in California.  Out of state and out of country depositions are covered.   Also discussed in Module 3 is how to bring a motion to compel responses or further responses from an uncooperative opposing party and when sanctions are appropriate.  Paralegals are provided instruction on how to request documents from governmental agencies under the California Public Records Act and what types of documents are available.  Special discovery rules relating to limited jurisdiction cases are discussed, and the module concludes with a discussion of newly enacted California electronic discovery statutes.

Again, the CAS in Discovery is designed to be taken after completion of NALA’s Advanced Paralegal Course in Discovery.  Upon successful completion of the CAS program in Discovery, CACPS will award the California Advanced Specialist (CAS) credential if the participating CLA/CP also holds the APC in Discovery awarded by NALA.

Certified Legal Assistants/Paralegals seeking the CAS credential are required to:

  • Complete and submit a CACPS learning contract as part of the registration process. The CACPS Board needs to know the ACP’s intent is to seek the CAS certification.
  • Complete all course modules and module tests with a minimum score of 90% correct.
  • Complete all course modules within 90 days of your enrollment. The courses are designed to influence learning. Participants may take the module tests as many times as necessary to reach the required score.
  • Submit a Statement of Completion to the CACPS board which alerts the CACPS Board that participant has completed the course, describes your experience with the program, and starts the process of issuing the credential. This is due within 30 days of course completion.

A CAS course is not complete without fulfilling each of these requirements. The required forms may be completed and submitted on-line. The forms will be available on the APC and CACPS web site. 
 
In addition to being awarded the CAS credential, upon completion of the course, NALA certified paralegals may receive 10 hours of continuing legal education credit toward maintenance of the CLA/CP credential.


Volunteers Wanted!

To launch an online CAS program involves several steps:

  • Recruit team of subject matter experts and appoint project team leaders
  • Draft Subject Matter Outline and obtain approval of outline from CACPS board

  • Draft Modules (project team works together to draft the text of each module)
  • Draft interactive exercises for each Module
  • Draft test questions for the tests that follow each Module
  • Verify that all substitutive text in modules meets requirements for readability and other standards for professional certification programs
  • Create power point slides, including illustrative slides, all module text, exercises and questions
    Develop Course Library, which includes all of the references (cases and statutes) required to draft the online assessment
  • Prepare Voice Over
  • Upload power point slides to web learning manager and reformatting to go live
  • Maintenance and updating

If you are interested in getting involved with CACPS, please contact Catherine R. Durgin at Catherine.durgin@gmail.com.

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