Forms you will need to file your Case Management Conference Statement:
About the Case Management Conference
A case management conference (CMC) is when both sides, the lawyers (if any), and the judge meet to talk about how to handle the case. Most civil cases have a CMC and it usually happens between 120 and 180 days from filing of the lawsuit. Some courts may not require the parties to come to court for the CMC if all sides in the case timely file the local court forms needed to schedule the trial date.
These forms include a Case Management Statement (Form CM-110). It asks about the status of the case and the time estimate for trial.
Once all parties have filed Case Management Statements, the court will most likely cancel the hearing for the case management conference and will set a date for trial. You will get a notice in the mail from the court saying that the case management conference has been cancelled and your trial date is X.
Additional Resources:
Information about filing out the Case Management Statement
What to Expect Next
In San Francisco, the court will very likely send you a second notice that says your case management conference scheduled for X date has been canceled and your trial date is X. This means literally what it says, the CMC hearing is cancelled and you do not need to attend, and the date of your trial is X.
Make note of the trial date and contact a legal service provider about 60 days before the trial date. You will need to take action 45 days before your trial.
You may also get a copy of the same document you are sending from the Plaintiff. You do not need to take any action if you receive this document, it is only their version of the same thing you are sending them.
Resources:
Directions
1. Fill in your contact information, case number, and court information at the top of the form using information in the Complaint.
2. Fill in the form to the best of your ability. Here are the common sections that need to be filled in. Anything not listed can be left blank.
Section 1: select option a and fill in: "Defendant, [your name]"
Section 4a: select option "complaint"
Section 4b: write something to the effect of " Plaintiff alleges that Defendant owes a sum to Plaintiff based on [list the causes of action from the complaint]. Plaintiff seeks [$ the amount that you are being sued for in the complaint]. Defendant denies all allegations."
Section 5: check the box for "nonjury trial"
Section 6: check the box for "no trial date has been set."
Section 7: check the box for "hours (short causes) and write in "2" in the space to specific the number of hours you expect.
Section 8: check the first box for "by the attorney or party listed in the caption"
Section 10a: in (2) check the first box, Party "has" reviewed the ADR Information if you have received this.
Section 10c: check the box in the second column in the row for settlement conference, and the first box in the third column "Settlement conference not yet scheduled."
Section 17: check box (a) if you are being sued for $25,000 or less.
Section 19: do not check the box in (a). Instead write in the reason for not meeting with the Plaintiff under subsection (a): "Defendant is representing him/herself because he/she cannot afford an attorney and wishes not to speak with the debt collector as permitted under the FDCPA/RFDCPA."
3. Date, print your name and sign the form in blue ink.
4. Ask someone who is over the age of 18, and not a party in the lawsuit to fill out POS-030. Follow the instructions and sign in blue ink. For more on this, see this page or this video.
5. After both docs are signed by you and the other person, make 2 copies of both the CMC statement and the POS form.
6. The original documents (CMC and POS)(do not staple, paperclip only) should be put in an envelope and sent to the Court.
7. One copy of the CMC statement and the POS need to be mailed by the person who signed the POS using regular, postage paid mail on the date they said they mailed it on the POS to the person named and addressed in section 5.
8. You keep the other copy for your records.