Attorney or Party Without An Attorney (Name, Address, Telephone Number) Attorney for (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF SONOMA Civil & Family Law Courthouse, Family Law Division 3055 Cleveland Avenue Santa Rosa, CA 95403 Telephone: (707) 521-6500 Petitioner/Plaintiff: Respondent/Defendant: Other Parent/Claimant: CASE NO. REQUEST/RESPONSE TO REQUEST FOR CASE MANAGEMENT CONFERENCE REQUEST RESPONSE TO REQUEST Date: Time: Dept: Whether this form is a request for a Case Management Conference or a Response to a Request for Case Management Conference, it must be filed with the court and a copy served on all parties. If this form is a Response to a Request for Case Management Conference, it must be served and filed at least ten calendar days before the Conference. Attach a separate sheet if necessary to fully answer any question. PURPOSE: AT THE CASE MANAGEMENT CONFERENCE, THE COURT WILL REVIEW MATTERS INCLUDING THE STATUS OF THE CASE, OUTSTANDING UNRESOLVED ISSUES, OBSTACLES TO SETTLEMENT, COMPLIANCE WITH FAMILY CODE DISCLOSURE REQUIREMENTS, AND FORMAL DISCOVERY PLANS. THE COURT MAY:          Set dates for the exchange of preliminary declarations of disclosure; Set dates for the informal exchange of documents and information; Schedule a settlement conference and trial setting conference; Make special referrals and suggest resources for conflict resolution such as alternate dispute resolution and co-parent counseling; Limit, schedule, or expedite formal discovery; Schedule disclosure of expert witnesses; Review other case management options under Family Code section 2451 with counsel and self represented parties; Bifurcate issues for trial and set the bifurcated issues for settlement conference and trial setting conference; Take such other actions and make orders regarding case flow management as would tend to promote a just and efficient disposition of the case. See Sonoma County Superior Court Rule 9.17. DISPUTED ISSUES Check items you and the other party do not (or may not) agree on. Custody/Visitation Property Valuation Attorney's Fees/Costs Child Support Property Characterization Set Asides/Validity of Orders Spousal Support Property Valuation Date Contempt Back Support (Arrears) Reimbursement Bifurcation (specify issue(s):_____________ Property Division Date of Separation ____________________________________ Other: _______________________________ Local Form FL072 Adopted for Mandatory Use (New 4/09; Rev 7/10; 1/11; 7/11) Request/Response to Request for Case Management Conference Page 1 of 2 Sonoma County Local Rule 9.17 American LegalNet, Inc. www.FormsWorkFlow.com Case Name: Case Number: 1. Is the Department of Child Support (DCSS) collecting or enforcing a child/spousal support order in this or any other case? Yes No If yes, provide case number: ___________ 2. Exchange of information: a. Has Petitioner served a Preliminary Declaration of Disclosure? Yes No b. Has Respondent served a Preliminary Declaration of Disclosure? Yes No c. Do you need the court to order service of a Preliminary Declaration of Disclosure? Yes No d. Will there be experts? Yes No e. What further information should be exchanged? (Is there information you believe that should be provided without formal discovery demands?) ______________________________________________________________________________________ f. What formal discovery is still not complete? Document Production Interrogatories Other __________________________________________________ Depositions to be taken: _____________________________________________________________________ g. When will you be able to complete the discovery (exchange of information)? ___________________________ 3. Attempts to settle the issues: Meet and Confer/Alternative Dispute Resolution a. Meet and Confer: Have the parties and their attorneys (if any) met and conferred in a good faith attempt to settle the issues in this case per Sonoma County Local Rule 9.12 C? Yes No b. What forms of ADR have you attempted? Early Neutral Evaluation Settlement Conference Collaboration Arbitration Mediation Other:___________________________ What was the outcome? ___________________________________________________________________________ 4. What other information about the status of the case would it be helpful for the court to have at the Case Management Conference? ________________________________________________________________________________ _______________________________________________________________________________________________________ ________________________________________________________________________ (attach additional page(s), if necessary) 5. What assistance are you seeking from the court? (What would you like the court to do regarding your case at the Case Management Conference?) _________________________________________________________________________________ _______________________________________________________________________________________________________ _______________________________________________________________________ (attach additional page(s), if necessary) Date: _______________________ Local Form FL072 Adopted for Mandatory Use (New 4/09; Rev 7/10; 1/11; 7/11) __________________________________________ Signature of: Request/Response to Request for Case Management Conference Page 2 of 2 Local Rule 9.17 American LegalNet, Inc. www.FormsWorkFlow.com