California Case Management Statement

CASE MANAGEMENT STATEMENT

Address of court (if different from the address above):

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

COUNTY OF

STREET ADDRESS

MAILING ADDRESS

CITY AND ZIP CODE

BRANCH

PLAINTIFF/PETITIONER:

DEFENDANT/RESPONDENT:

CASE MANAGEMENT STATEMENT

A CASE MANAGEMENT CONFERENCE is scheduled as follows:

INSTRUCTIONS: All applicable boxes must be checked, and the specified information must be provided.

1. Party or parties (answer one)

This statement is submitted by party (name):

This statement is submitted jointly by parties (names):

2. Complaint and cross-complaint (to be answered by plaintiffs and cross-complainants only)

a. The complaint was filed on (date):

b. The cross-complaint, if any, was filed on (date):

3. Service (to be answered by plaintiffs and cross-complainants only)

All parties named in the complaint and cross-complaint have been served, or have appeared, or have been dismissed.

The following parties named in the complaint or cross-complaint have not been served (specify names and explain why not):

The following parties have been served but have not appeared and have not been dismissed (specify names):

The following parties have had a default entered against them (specify names):

The following additional parties may be added (specify names, nature of involvement in case, and the date by which they may be served):

4. Description of case

a. Type of case in complaint cross-complaint (describe, including causes of action):

b. Provide a brief statement of the case, including any damages:

If more space is needed, check this box and attach a page designated as Attachment 4b.

5. Jury or nonjury trial

a jury trial

a nonjury trial

6. Trial date

a. The trial has been set for (date):

b. No trial date has been set. This case will be ready for trial within 12 months of the date of the filing of the complaint (if not, explain):

c. Dates on which parties or attorneys will not be available for trial (specify dates and explain reasons for unavailability):

7. Estimated length of trial

days (specify number):

hours (short causes) (specify):

8. Trial representation (to be answered for each party)

by the attorney or party listed in the caption

by the following:

a. Attorney:

b. Firm:

c. Address:

d. Telephone number:

e. Fax number:

f. E-mail address:

g. Party represented:

Additional representation is described in Attachment 8.

9. Preference

This case is entitled to preference (specify code section):

10. Alternative Dispute Resolution (ADR)

a. Counsel has has not provided the ADR information package and has reviewed ADR options with the client.

b. All parties have agreed to a form of ADR. ADR will be completed by (date):

c. The case has gone to an ADR process (indicate status):

d. The party or parties are willing to participate in (check all that apply):

Mediation

Nonbinding judicial arbitration under Code of Civil Procedure section 1141.12 (discovery to close 15 days before arbitration under Cal. Rules of Court, rule 1612)

Nonbinding judicial arbitration under Code of Civil Procedure section 1141.12 (discovery to remain open until 30 days before trial; order required under Cal. Rules of Court, rule 1612)

Binding judicial arbitration

Binding private arbitration

Neutral case evaluation

Other (specify):

This matter is subject to mandatory judicial arbitration because the amount in controversy does not exceed the statutory limit.

Plaintiff elects to refer this case to judicial arbitration and agrees to limit recovery to the amount specified in Code of Civil Procedure section 1141.11.

This case is exempt from judicial arbitration under rule 1601(b) of the California Rules of Court (specify exemption):

11. Settlement conference

The party or parties are willing to participate in an early settlement conference (specify when):

12. Insurance

a. Insurance carrier, if any, for party filing this statement (name):

b. Reservation of rights: Yes No

c. Coverage issues will significantly affect resolution of this case (explain):

13. Jurisdiction

Indicate any matters that may affect the court's jurisdiction or processing of this case, and describe the status.

Bankruptcy Other (specify):

Status:

14. Related cases, consolidation, and coordination

There are companion, underlying, or related cases.

(1) Name of case

(2) Name of court:

(3) Case number:

(4) Status:

Additional cases are described in Attachment 14a.

b. A motion to consolidate coordinate will be filed by (name party):

15. Bifurcation

The party or parties intend to file a motion for an order bifurcating, severing, or coordinating the following issues or causes of action:

16. Other motions

The party or parties expect to file the following motions before trial:

17. Discovery

The party or parties have completed all discovery.

The following discovery will be completed by the date specified:

The following discovery issues are anticipated:

18. Economic Litigation

This is a limited civil case and the economic litigation procedures will apply.

This is a limited civil case and a motion to withdraw will be filed.

19. Other issues

The party or parties request that the following additional matters be considered or determined at the case management conference:

20. Meet and confer

a. The party or parties have met and conferred with all parties on all subjects required by rule 212 of the California Rules of Court:

b. After meeting and conferring, the parties agree on the following:

I am completely familiar with this case and will be fully prepared to discuss the status of discovery and ADR, as well as other issues raised by this statement, and will possess the authority to enter into stipulations on these issues at the time of the case management conference, including the written authority of the party where required.

Additional signatures are attached

21. Total number of pages attached (if any):