THE MONASH UNIVERSITY AND VICTORIAN BAR PRO BONO PROJECT - PARTICIPANT HANDBOOK

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THE MONASH UNIVERSITY AND VICTORIAN BAR PRO BONO PROJECT - PARTICIPANT HANDBOOK
THE MONASH UNIVERSITY
AND VICTORIAN BAR
PRO BONO PROJECT
PARTICIPANT HANDBOOK
THE MONASH UNIVERSITY AND VICTORIAN BAR PRO BONO PROJECT - PARTICIPANT HANDBOOK
1. What is the Open Justice Project?

   1.   Open Justice: The Monash University and Victorian Bar Pro Bono Project (the Open
        Justice Project) is a collaboration between the Victorian Bar and the Monash
        Faculty of Law (the Faculty) that allows later year undergraduate and postgraduate
        students at the Faculty to assist barristers at the Victorian Bar in pro bono matters.
   2.   Under the program, students apply to be on a panel of students to provide barristers
        with assistance on matters that are referred to barristers by Justice Connect, by one
        of a number of Court pro bono referral partners, or by other direct request for pro
        bono assistance.
   3.   The Open Justice Project is currently running as a pilot program with a limited
        number of students. If the pilot is successful, the program will be expanded and
        potentially transformed into a for-credit, clinical placement in the LAW4803 Clinical
        Placement program.
   4.   The Open Justice Project pilot will be administered by the Faculty, and the Monash
        Convenor (Melissa Fletcher, melissa.fletcher@monash.edu) in conjunction with the
        members of the Victorian Bar Pro Bono Committee and Student Engagement
        Committee.

2. What are the purposes of the Open Justice Project?

   5.   The purposes of the Open Justice Project are:
        5.1.   to enhance access to justice by providing barristers who are working pro bono
               with pro bono legal research support and assistance;
        5.2.   to offer students pedagogical development in their legal studies through
               experiential learning;
        5.3.   to engender students with the values of pro bono and enhance student
               awareness of the issues concerning access to justice;
        5.4.   to deepen connections between students and barristers;
        5.5.   to provide students with a greater awareness of the work of barristers,
               inspiring them to consider joining the Bar; and
        5.6.   to provide students with practical experience and legal skills in order to
               contextualise their legal studies in real world work.

PARTICIPANT HANDBOOK                                                                            2
3. How does the process work?

   Step 1 – The request
   6.   Barristers who have accepted a pro bono brief may request pro bono student
        assistance by completing the Request for Assistance Form (Attachment A) and
        sending it to law-openjustice@monash.edu
   7.   The barrister should provide sufficient information in the Request for Assistance Form
        to allow an student to be allocated the work.
   8.   There may be a delay in allocating work if a barrister’s Request for Assistance Form
        does not provide sufficient detail.

   Step 2 – Student Allocation
   9.   The Monash Convenor will set up and monitor a dedicated email address
        law-openjustice@monash.edu. Only panel students and Faculty staff will have
        access to the email. Panel students will have their access removed once they cease
        participation in the panel.

PARTICIPANT HANDBOOK                                                                        3
10. When a new request for assistance is received, panel students will receive a direct
       group email from the Monash Convenor detailing the opportunity and requesting a
       response from students who have capacity to assist.
   11. Available students will respond directly to the Monash Convenor with their interest
       and availability. The Monash Convenor will consider all responses and allocate the
       work to the most appropriately placed student.

   Step 3 – Connection and work completion
   12. The Monash Convenor will introduce the selected student to the barrister by email.
   13. The student will liaise directly with the barrister to obtain instructions on the work to
       be performed, including confirmation (in writing where practicable) of the timeframe
       by which the work is required.
   14. The student will complete the work and provide the work product directly to the
       barrister. Depending on the nature and duration of the work, it will often be appropriate
       for the student to ‘check in’ with the barrister during the engagement.
   15. Each referral is a ‘one-off’ task – no ongoing association with the barrister should be
       entered into without first consulting the Monash Convenor.

   Step 4 – Feedback
   16. Feedback is an important part of the program, for both the student and the barrister.
       Forms will be provided to participants to give feedback. These will be returned to the
       Faculty, who will then pass them on to the recipient.
   17. The feedback form for barristers is a simple document that will not take long to
       complete. A copy of the Feedback Form is at Attachment D.
   18. Barristers are encouraged to offer more extensive feedback, both formally via the
       Faculty, and informally (where appropriate) directly to the student.
   19. Barristers do not formally assess the student’s work in any way.

4. What tasks can students perform?

   20. Students may assist with two different kinds of work:
       20.1. piece-meal and sporadic work required immediately for a specific proceeding
             or advice, which requires an immediate (and perhaps intense) short term
             commitment; or
       20.2. long-term projects where the required commitment is longer, but of a lesser
             immediacy and lower intensity. For these projects, a reasonable time
             commitment will be agreed in advance between the barrister and the student
             (subject to the student’s academic commitments and the 80 hour maximum).
   21. On application to the Monash Convenor a barrister may request assistance from
       more than one student on a large or ongoing matter.

PARTICIPANT HANDBOOK                                                                          4
22. Specific student duties may include:
       22.1. legal research, including preparing case summaries and research
             memoranda;
       22.2. assisting with simple drafting (eg, advices, submissions, court documents);
       22.3. attending court, chambers, client conferences or other locations as required;
       22.4. assisting with taking client instructions and preparing evidence;
       22.5. preparing chronologies and summaries of evidence; or
       22.6. other tasks, such as taking notes in court.
   23. Students must be engaged in work of a paralegal or legal nature. Barristers should
       not ask students to perform purely administrative tasks. Although legal tasks may
       involve an administrative component (such as photocopying or scanning relevant
       source material found in legal research), barristers should keep such administrative
       requests to a minimum.

5. Student obligations

   24. Students will provide pro bono research and other paralegal assistance to barristers
       working on pro bono matters, sometimes at short notice. Critically, students’ work
       will be used in matters that affect real people’s lives, often with significant
       consequences — so students need to commit to completing work to the highest
       standard within the required timeframes.
   25. Students will be required to commit to be on the panel for a minimum period of six
       months. The time commitment for an individual student will not exceed 80 hours per
       matter.
   26. Note that this is a voluntary scheme. Students receive no academic credit or
       financial payment for participating, but will gain the benefit of valuable professional
       experience and help enhance access to justice for members of our community.
   27. In participating in the Open Justice Project, students are bound by the Monash
       University Student Charter -
       https://www.monash.edu/students/admin/policies/student-charter
   28. Students will be required to complete a Student Privacy and Confidentiality
       Undertaking (Attachment B) and the Student Acknowledgement (Attachment C)
       before participating in the Open Justice Project.

6. Barrister obligations

   29. Assistance through the Open Justice Project is only available for pro bono matters.
       A matter is considered to be “pro bono” where the barrister:
       29.1. is to receive no professional fees from or on behalf of the client; or
       29.2. is to receive professional fees only to the extent that a costs order covering
             those fees is made in favour of the client.
   30. Work undertaken by students must be limited to the particular pro bono project that
       has been the subject of the barrister’s request for assistance (see below). If another

PARTICIPANT HANDBOOK                                                                             5
project arises (ie, a new matter) after a student has been engaged, the barrister
        should make an additional request for assistance to the Monash Convenor.
    31. The barrister will retain all professional responsibility for any work done by the
        student.
    32. Barristers will not be obliged to supervise a student any more than necessary to
        allow the student to perform the requested work. If the work is no longer required
        (for example, because the matter settles), the barrister is not obliged to find
        alternative work for the student to undertake.
    33. In participating in the Open Justice Project, barristers remain bound by all relevant
        Victorian Bar policies including the Policy Against Bullying, Policy Against
        Discrimination and Policy Against Sexual Harassment.

7. Selection criteria for students

    34. The selection process is run by the Faculty. In the initial pilot phase, ten students will
        be selected to be on the panel. The selection criteria are as follows.
        34.1. Prerequisites:
               34.1.1. Undergraduate law students can only apply after successfully
                       completing their core law units.

                        a. LAW1111 - Foundations of Law
                        b. LAW1112 - Public Law and Statutory Interpretation
                        c. LAW1113 - Torts
                        d. LAW1114 - Criminal Law 1
                        e. LAW4332 - Criminal Law and Procedure 2
                        f. LAW2101 - Contract Law A
               34.1.2. Post-graduate law students can apply after they have completed the
                       following units:
                        a.   LAW5000 - Australian legal reasoning and methods
                        b.   LAW5001 - Principles of criminal law and procedure
                        c.   LAW5002 - Principles of contract law A
                        d.   LAW5003 - Principles of torts
                        e.   LAW5004 - Principles of public law and statutory interpretation

Selection criteria:
    35. The student’s weighted average (WAM);
    36. Other units completed in addition to the core law units required to be on the panel;
    37. The matters set out in the expression of interest, including a student’s relevant legal
        and other skills demonstrating:
        37.1. superior writing, research and communication skills; and
        37.2. strong organisational and time-management skills.

PARTICIPANT HANDBOOK                                                                              6
8. Tips for students

   38. Make sure you clearly understand what the task requires. Ask questions to clarify
       anything you’re not sure about. If you have follow-up questions during the task, be
       sure to ask them. It is much better to ask questions than to misunderstand the task
       and give the barrister work that is unhelpful.
   39. Ask the barrister how your work fits into the case as a whole. This will help you
       understand how to make your work product most useful.
   40. For research tasks, include a clear and concise summary at the start so the barrister
       can quickly understand the key points. Then go on to include the detail.
   41. Remember that every barrister, and barrister’s practice, is different. To the extent
       possible, factor the barrister’s particular preferences and priorities into completing
       and presenting your work.

9. Tips for barristers

   42. Remember that students may require more guidance and supervision than qualified
       lawyers. Take the time to make sure the student understands the task at the
       beginning of the engagement and provide ongoing supervision as they complete it.
       A small investment of time in supervision will result in much higher quality of work.
   43. Give the student an overview of the matter, and how their work fits in to the broader
       picture. Not only will this greatly improve the student’s experience, it will invariably
       lead to a better work product.
   44. Be clear about what work product will be most useful to you — for example, rather
       than asking the student to “look into” a broad topic, you might ask them to produce a
       research memo answering specific questions.
   45. Students are often doing pro bono work on top of other university and work
       obligations. Although they have committed to finishing your task within the agreed
       timeframe, there is no guarantee that they will be able to complete any additional
       work, or work beyond the agreed time period.

10. Contact points

   46. Any queries or concerns (including about a participant’s commitment to the spirit of
       the project or inappropriate conduct) should be addressed to:

       For students:
       •   Melissa Fletcher: (03) 9905 1301 / melissa.fletcher@monash.edu
       •   Ross Hyams (03) 9905 3352 / ross.hyams@monash.edu

       For barristers:
       •   Laura Hilly: (03) 9225 6324 / laura.hilly@vicbar.com.au
       •   Tim Farhall: (03) 9225 6397 / tim.farhall@vicbar.com.au

PARTICIPANT HANDBOOK                                                                              7
•   Willem Drent: (03) 9225 6458 / willem.drent@vicbar.com.au

PARTICIPANT HANDBOOK                                                   8
11. ATTACHMENT A: REQUEST FOR ASSISTANCE FORM

An electronic copy of this form is available here

   Date

   Barrister details                Name:
                                    Phone:
                                    Email:

   Client name

   Other parties                    Please include sufficient information to enable a conflict
                                    check to be performed

   Brief description of             [eg “Application by asylum seeker for judicial review of
   matter                           protection visa refusal”]

   Student assistance               [eg “Research memorandum regarding non-refoulement
   Monash required                  obligations”
                                    “Compiling chronology of events”
                                    “Taking notes during witness conference and producing first
                                    draft of witness statement”]
   Timeframe                        [eg “Memorandum required by 10 April”]

   Estimated time                   [eg 10 hours]
   commitment from
   student (up to 80
   hours)

   Required knowledge               [e.g. must have completed Equity and Trusts]
   or skillsets

   Desirable                        [e.g. “familiarity with Westlaw International desirable”;
   knowledge or
   skillsets                        “competency in researching case law and legislation in the
                                    United Kingdom an asset”;
                                    “interest in human rights and the Charter beneficial”]

   Pro bono                         (Select appropriate option)
   confirmation
                                    I will not receive any professional fees from the client in this
                                    matter.
                                    I will receive professional fees only to the extent that a costs
                                    order covering those fees is made in favour of the client.

PARTICIPANT HANDBOOK                                                                             9
12. ATTACHMENT B: STUDENT PRIVACY AND CONFIDENTIALITY AGREEMENT

Open Justice - Monash and Victorian Bar Pro Bono Project – Pilot Program
Student Privacy and Confidentiality Agreement

BACKGROUND
I (full name)_________________________________________recognise that by participating
in the Open Justice Pilot Program I will be working with individual barristers in the provision
of professional legal services.
I understand that I may have access to Confidential Information relating to clients, and that I
owe a duty of confidentiality to those clients.
I understand that this duty of confidentiality means that I am not permitted to discuss any
aspect of the Confidential Information with any other person (other than the barrister I am
working with).
I acknowledge that the duty of confidentiality does not terminate upon the completion of my
work with the individual barrister, or the Open Justice Pilot Program. I undertake to keep
confidential all information relating to the provision of work, and agree to be bound by the
terms of this Undertaking.
I understand that I will be required to undertake work as part of the Pilot Program at a variety
of locations remote from the barrister’s chambers, including at home or in a library (working
remotely). Working remotely means additional measures are required to ensure the privacy
and confidentiality of clients and of Confidential Information.
CONFIDENTIAL INFORMATION
Confidential Information means information connected with my participation in the Open
Justice Pilot Program, in any form, that is, by its nature, confidential, is designated by the
barrister I am working with as confidential, and/or which I know or reasonably ought to know,
is confidential, and includes:
(a) any details relating to clients (this includes details of current and former clients);
(b) privileged information arising out of advice provided to clients;
(c) any information generated in connection with or in any way related to a client’s matter
    including but not limited to:
    (i) memoranda;
    (ii) reports;
    (iii) draft documents;
    (iv) fact gathering;
    (v) review of documents; and
    (vi) research
    regardless of whether or not any of these items, or information contained within them, exist
    in the public domain or are later made public;
(d) opinions that I form about clients and their cases;
(e) any intellectual property of the barrister I am working with;
(f) any and all business, financial, technical, scientific, educational or other commercially
    valuable or sensitive information of the barrister I am working with;
(g) all information created, ascertained, discovered or derived directly or indirectly from the
    Confidential Information.

PARTICIPANT HANDBOOK                                                                         10
MAINTAINING CLIENT CONFIDENTIALITY WHILE WORKING REMOTELY
I will ensure that all discussions about client Confidential Information will take place in a private
setting there they cannot be heard by any third party who is not involved in the matter I am
working on.
I will ensure that no third party has access to my computer/personal device where Confidential
Information is stored.
If I leave my computer/personal device, I will password lock it to ensure that any persons other
than the barrister I am working with cannot access the Confidential Information.
I will protect the physical security of my computer/personal device and not leave it unattended
in a public area or on display in an unattended vehicle.
I will not publish Confidential Information in any way, including by publishing or posting such
information on the internet or social media, including, but not limited to:
(i)    Twitter;
(ii)   Facebook (including private Facebook pages)/ Messenger;
(iii)  Instagram;
(iv) Tiktok;
(v)    Google+;
(vi) WordPress/Blogger;
(vii) YouTube/Vimeo;
(viii) iTunes/Podcasting; and
nor will I cause or allow any Confidential Information to be copied, reproduced or recorded in
any manner without the prior written consent of the barrister I am working with.

CONTACT WITH CLIENTS
I will never contact a client without first obtaining the express permission of the barrister with
whom I am working.
If I receive any email correspondence or other contact from a client or a member of the public
seeking advice or help from the barrister I am working with, I will immediately inform the
barrister of the contact.
I will never provide a client with my student or personal email.
If the barrister I am working with provides me with permission to speak on the telephone to a
client, I will enable the ‘no caller ID’ setting to ensure that the client does not have my phone
number. I must ensure that the call takes place in a confidential setting to ensure that no
Confidential Information is overheard or released.
STORAGE OF CONFIDENTIAL INFORMATION
I will ensure that I save all Confidential Information securely, or in accordance with any
instructions from the barrister with whom I am working.
I acknowledge that I must delete all Confidential Information stored on my computer/personal
device and/or cloud storage when I cease working on each matter or when directed by the
barrister with whom I am working. This includes all emails sent and received during the
process of working on any matter together with anything that has been stored on my
computer/personal device and/or cloud storage.
While I am working from home, I will only print documents relating to a client’s matter if
absolutely necessary. I will keep any such printed documents in a folder in a safe place and
ensure that no third party has access to the documents or the folder(s).
I undertake to immediately notify my supervisor of any potential, suspected, or actual
unauthorised disclosure or use of any Confidential Information, or any breach of this

PARTICIPANT HANDBOOK                                                                              11
Undertaking, and must take all steps which the barrister I am working with may reasonably
require to protect Confidential Information.

MY DEVICE AND PASSWORDS
I agree to ensure that my devices are password protected and my password for my devices
and my university email account are not known by anyone other than me.

I agree to ensure that my computer/personal device and/or cloud storage has up-to-date virus
protection software and that my operating system is up-to-date with any and all security
patches.

I agree to ensure that my computer/personal device will only be used on a secure platform
when accessing the internet, and not on public Wi-Fi.

Student signature:

Student name:

Date:

PARTICIPANT HANDBOOK                                                                     12
13. ATTACHMENT C

STUDENT ACKNOWLEDGMENT

 Student name:                                                Project: Open Justice – Monash
                                                              Victorian Bar Pro Bono Project

 Barrister name:                                              Brief:

 Monash Contact:

In this Acknowledgment,
Intellectual Property means all rights resulting from intellectual activity whether capable of
protection by statute, common law or in equity and includes copyright, discoveries, inventions,
patent rights, registered and unregistered trademarks, design rights, eligible interests of a like
nature, together with any and all documentation relating to such rights and interests.
Brief means the work that the Student has agreed to perform, through the Open Justice -
Monash Victorian Bar Pro Bono Project, to assist the Barrister with a pro bono matter.
Brief IP means material and the Intellectual Property in any material created or prepared by
the Student in undertaking the Brief.
As part of my undertaking the Open Justice Pilot Project, I understand and agree to the
following:
1. I will conduct myself in a safe and professional manner at all times during and in the course
   of undertaking the Brief and will comply with the lawful and reasonable directions of the
   Barrister.
2. If I am (or will become) unable to complete the Brief for any reason, I will notify the Barrister
   in advance or as soon as reasonably practicable in the circumstances.
3. I will keep any confidential information of the Barrister, client, Victorian Bar, or Monash
   confidential for as long as the information remains confidential.
4. I assign to the Barrister any rights I may have in relation to the Project IP. I understand
   that the Brief IP will be owned by the Barrister. I am permitted to use the Brief IP to the
   extent required for the completion of my work on the Brief.
5. I will immediately contact the Monash Contact if I have any concerns, issues or queries
   regarding the Pilot Project.
6. I acknowledge that I am assisting the Barrister as a volunteer, and that I will receive no
   financial payment from the Barrister, the Victorian Bar or Monash for undertaking the Brief.

Student signature: .................................................... Date: .........................................

PARTICIPANT HANDBOOK                                                                                                      13
14. ATTACHMENT D: OPEN JUSTICE FEEDBACK FROM

This form is an online form available here

Open Justice Feedback form (confidential)

*Required

Email address *
Student Name *

Barrister name *

Date of matter (from: to) *

INITIATIVE: How would you rate the student’s ability to demonstrate independence and
the development of judgement ? *

   o   Excellent
   o   Very Good
   o   Good
   o   Satisfactory
   o   Unsatisfactory

COMMUNICATION AND TEAMWORK: How would you rate the student’s ability to
communicate effectively with you when working together *

   o   Excellent
   o   Very Good
   o   Good
   o   Satisfactory
   o   Unsatisfactory

LEGAL ANALYSIS AND APPLICATION: How would you rate the student’s ability to
analyse legal problems and demonstrate cognitive and technical skills in the selection and
application of methods that constitute possible solutions to a designated problem *

   o   Excellent
   o   Very Good
   o   Good
   o   Satisfactory
   o   Unsatisfactory

PARTICIPANT HANDBOOK                                                                     14
KNOWLEDGE: How would you rate the student’s ability to demonstrate theoretical and
procedural knowledge of legal issues, law and relevant knowledge areas pertaining to the
placement *

   o   Excellent
   o   Very Good
   o   Good
   o   Satisfactory
   o   Unsatisfactory

What were the student's areas of strength whilst completing work for you ? *

Your answer:

In what areas should the student focus in order to improve their performance? *

Your answer:

Would you consider participating again in the Open Justice program? *

   o   Yes
   o   No

If “No”, why not? Your answer:

Overall, how satisfied with the assistance provided by the student on this matter?

   o   Very satisfied
   o   Satisfied
   o   Neither satisfied nor dissatisfied
   o   Dissatisfied
   o   Very dissatisfied

Would you like to provide any feedback on your experience with working with us? We are
continuously working to improve our program. *

Your answer

PARTICIPANT HANDBOOK                                                                   15
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