The quarterly reconciliation report JCLS grantees file with the NYS Unified Court System, reconciling expenditures against the approved budget across six rolled-up categories.
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
Civil legal services providers holding a JCLS grant from the NYS Unified Court System.
Key requirements
Funder
NYS Unified Court System — Judiciary Civil Legal Services
Jurisdiction
New York State
Fringe range
8.25%–35%
Indirect cost basis
Indirect costs above 15% of direct costs require UCS approval, quoted from the UCS Budget File template itself. Below that threshold, whatever CPA-verified or negotiated rate the organization has on file applies
What gets this form kicked back
Reports are due within 30 days of each quarter's end — a tighter turnaround than most city contracts allow.
Indirect above 15% of direct costs requires UCS approval, stated on the UCS Budget File template itself.
Miscellaneous Expenses and Services are rolled-up aggregates of roughly 14 and 9 finer sub-categories from the annual budget-planning tab; report at the rolled-up level here.
Allowable OTPS categories
The categories NYS JCLS recognizes on a budget or voucher. Using wording outside this list is a routine cause of returned submissions.
Equipment, Furniture & Other Fixed Assets
Occupancy Costs
Travel
Supplies
Miscellaneous Expenses
Services
Rules worth knowing before you file
JCLS is a NYS Unified Court System grant program overseen by the Office for Justice Initiatives — a state court-system program, not a NYC agency, despite funding NYC-based civil legal aid providers
Grantees must comply with the UCS Financial Planning and Control Manual, Part IX, Chapter 2.000
Reporting is quarterly, due within 30 days of each quarter's end
"Miscellaneous Expenses" and "Services" are aggregates of roughly 14 and 9 finer sub-categories on the annual budget-planning tab; the recurring Reconciliation Report tracks them at the rolled-up level
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 NYS JCLS's own rules.