Rebuilt from a real filed form with every client name, amount, and identifying detail removed. Columns, categories, and formulas are preserved exactly as the funder issues them.
Who files this
IOLA-funded civil legal services providers across New York State.
Key requirements
Funder
Interest on Lawyer Account Fund of the State of New York
Jurisdiction
New York State
Fringe range
8.25%–35%
Indirect cost basis
No grantee indirect-cost policy is published in 21 NYCRR Part 7000 — the Quarterly Reimbursement Voucher has no separate Indirect/Administrative Overhead line, so overhead must be embedded within Salary, Fringe, or the Operating Expenses/Other categories rather than claimed as a standalone rate
What gets this form kicked back
IOLA's fiscal year runs April 1 – March 31, so "1st Quarter" means April–June, not January–March. Filing on a calendar-quarter assumption misaligns everything.
There is no indirect or administrative overhead line on this voucher. Overhead has to be embedded within Salary, Fringe, or Operating Expenses/Other.
The Fund's own 10% administrative cap is an internal limit on IOLA's operations, not a grantee indirect rate — they get confused constantly.
Allowable OTPS categories
The categories IOLA Fund recognizes on a budget or voucher. Using wording outside this list is a routine cause of returned submissions.
Contractual Services
Travel
Equipment
Space/Property & Utilities
Operating Expenses
Other
Unallowable costs
Costs IOLA Fund will not reimburse under this contract.
Fee-generating cases, unless adequate free representation is genuinely unavailable
Criminal and habeas matters
Anything political-party or candidate-related
Rules worth knowing before you file
IOLA's fiscal year runs April 1 – March 31, confirmed in 21 NYCRR §7000.22 — matching the quarter labels on real filed vouchers
Civil Legal Services grants are general-operating-support awards, not itemized cost-reimbursement contracts
Grantees must submit an annual CPA-audited financial statement plus a program-expenditure report every year, regardless of federal-funds volume
Clients must be at or below 125% of the federal poverty threshold, with limited exceptions
The Fund's own 10% administrative cap (21 NYCRR §7000.5(a)(9)) is an internal operating cap, not a grantee indirect-cost rate — the two are frequently confused
Free voucher checker: upload a completed copy of this form and it flags unallowable costs, fringe above the ceiling, allocations that don't total 100% and totals that don't reconcile before you file. No signup; the file never leaves your browser.
Why vouchers get returned: the six checks behind most returned vouchers, and what each one looks like in a real file.
Stop filling this in by hand
Prove It Financials generates this exact form every month, populated from your own budget, payroll and invoices — with allocation percentages, fringe, and indirect already calculated and validated against IOLA Fund's own rules.