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CALIFORNIA MEET AND CONFER STATEMENT

Case Name:  ______________________________     Case Number:  ___________________________________

   A. I [    ]  have [   ] have not met and conferred with all other parties in this  matter, on all subjects    
    required by California Rules of Court, rule 212 (general jurisdiction) or rule 512 (limited
     jurisdiction).    

    B If not, explain-why there was no meet and confer meeting:

    C. After meeting and conferring as required by California Rules of Court, rule 212 or rule 512, 
        the parties:

            (1)  [   ]  agree on the following (specify):

                        The parties request a continuance to _____Month______,  _____day_____, 2000

            (2)  [    ] disagree on the following (specify):  

Date:                                                                _____________________________   
                                                                        Signature of Party or Attorney)

California Rule of Court Section 512

2000 California Rules of Court 

Rule 512. Case management conference and meet-and-confer requirement

(a) [Case management conference permitted by local rule] Where permitted by local rule, a case
management conference may be held if requested by all parties or ordered by the court, either on its own motion or
on the noticed motion of a party. A request for a conference shall not be granted if to do so will in the opinion of the
court unreasonably interfere with bringing the case to trial or will result in an unfair advantage to any party.

(b) [Meet-and-confer requirement] No later than 30 calendar days before the first scheduled case management
conference, the parties shall meet and confer, in person or by telephone, and shall discuss the following, as
applicable to the case:

                (1) Service of all anticipated parties;

                (2) Related cases;

(3) Facts that are presently available to support the pleadings filed by each party;

(4) Injuries;

(5) Damages;

(6) Whether the case should continue as economic litigation under Code of Civil Procedure section 90 et seq.;

(7) Alternative dispute resolution, including mediation, arbitration, and neutral case evaluation, as available;

(8) Anticipated law and motion;

(9) Preliminary schedules of discovery;

(10) Possible settlement; and

(11) Other relevant matters.

(c) [Statement] No later than 5 calendar days before the first scheduled case management conference, each
party shall (i) file a case management conference statement with the clerk of the court, (ii) lodge a copy directly in
the department of the assigned judge, if any, and (iii) serve the case management conference statement on all
other parties in the case. The case management conference statement shall state that the parties have met and
conferred as required by subdivision (b) of this rule, and shall discuss the areas of agreement and disagreement
between the parties on each of the required subjects. 

(d) [Conference order] The case management conference shall be conducted in the manner provided by local
rule. The conference judge may prepare and sign a conference order stating, but not limited to, the following:

(1) The case is ready to be assigned a definite trial date;

(2) The identity of any party demanding a jury trial;

(3) All parties necessary to the disposition of the case have been served or have appeared;

(4) The unserved or not appearing fictitious or named defendants to be dismissed or severed from the action;

(5) The name of counsel who will try the case;

(6) The date for a mandatory settlement conference, if any; and

(7) A date certain for trial and the time estimated for trial.

Rule 512 adopted effective July 1, 1999.

Former Rule 
Former rule 512 renumbered as rule 513 effective July 1, 1999.

Drafter's Notes 
1999-Amendments to rule 212 and new rule 512 require parties in cases in which case management conferences
are held to meet no later than 30 days before the first case management conference to discuss issues relating to
the management of the case. The rules also require parties to file a case management conference statement no
later than 5 days before the first case management conference.