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Court Rules

Santa Clara Superior Court

Court-Level Rules, Filing Procedures & Policies

Rules last changed:

Limits & Logistics

Document Limits

Brief
6 pgs
Evidentiary Attachments
10 pgs
Documents Submitted to Evaluator
15 pgs
Mandatory Settlement Conference Statement
5 pgs
Attachment to Pleading
10 pgs
Memorandum of Points and Authorities
25 pgs

Courtesy Copies

Any Document Offered at Hearing

  • 3 copies • At Hearing

Application or Motion, Proposed Settled Statement, Response

Application, Motion, Proposed Settled Statement, Response

Chambers Copy

Adjournments

2Court Daysnotice
  • An SOC may be continued or vacated only upon a letter showing agreement of all parties, filed with the Court Clerk at least two court days before the scheduled SOC, and is deemed approved unless the FSCO Clerk notifies otherwise.
  • SOC may be continued/vacated by filing a letter with Court Clerk at least two court days before, with agreement of parties; it is deemed approved unless notice otherwise.
  • Continuance seekers must promptly inform all other counsel and then the assigned court at least two court days before the hearing; in felony cases counsel must submit a calendar request to reset trial if needed.
  • +2 more
Adversary Position
  • Moving parties must notify the Court as soon as possible of any matter to be taken off calendar or continued and must provide notice of continuances of hearings.
  • Continuances will not be granted solely because special appearance counsel is not prepared to discuss the case.
  • Dates scheduled with the Court may not be continued by stipulation of the parties without the Court's consent.
  • +28 more

Request must include

Proposed Rescheduled DateReason for RequestOriginal DateNumber of Previous RequestsPrevious Requests Granted or DeniedAdversary Position
1Court Daysnotice
  • Plaintiffs unable to serve the defendant may request a later hearing date at the clerk's office at least one court day before the hearing.
  • A small claims plaintiff unable to serve the defendant in time may request a later hearing date by going to the clerk's office at least one court day before the hearing.
10Calendar Daysnotice
  • Extension of evaluation deadline requires written application with good cause, service on all parties, and a 10-day response period.
  • To change a CRC date, must submit Request and Order to Change CRC Date (FM-1059) at least 10 calendar days before.
  • Attorneys or self-represented parties must submit a Request and Order to Change Case Status or Resolution Conference Date form at least 10 calendar days before a CRC; appearance remains required unless the judicial officer approves the change.
Reason for Request
3Court Daysnotice
  • A continuance may be granted without court appearance only if all parties agree; requests may be made by phone to the Probate Examiner's Office at least three court days before the hearing, and the court may deny any request.
  • A continuance without a court appearance requires all parties' agreement and must be requested by telephone to the Probate Examiner's Office at least three court days before the hearing.
48Hoursnotice
  • Parties may request one rescheduled mediation date, but must notify FCS at least 48 hours before the appointment or be assessed a fee.
  • A party may request one rescheduled mediation date, but must notify FCS at least 48 hours before the appointment or be assessed a fee.
Cases:
Filters:

Page & Word Limits9 rules

Page LimitsMandatoryCivil cases

Each side must serve and lodge a short brief, limited to no more than 6 pages, two court days in advance of the IDC.

Brief
Up to 6 pages per side
Page LimitsMandatoryCivil cases

In these instances “letter briefs” are not acceptable, but briefs on court pleading paper not exceeding 6 pages may be submitted.

Brief
Up to 6 pages
Page LimitsMandatoryCriminal cases

Memoranda of points and authorities must not exceed 25 pages, unless an order extending the page limit accompanies the motion when filed.

Page limit
Up to 25 pages
criminal · Jan 2023 · p. 9
|SectionRULE 7 B(4)
Page LimitsMandatory

Mandatory Settlement Conference Statements are limited to five pages, excluding exhibits.

Mandatory settlement conference statement
Up to 5 pages per party

Excluded from page count

  • Exhibits

Court's wording

No later than five court days before the date set for the Mandatory Settlement Conference, each party must file with the court and serve on each party a Mandatory Settlement Conference Statement not to exceed five pages, excluding exhibits.

Page LimitsMandatory

Memoranda of points and authorities must not exceed 25 pages, unless an order extending the page limit accompanies the motion when filed.

Memorandum of points and authorities
Up to 25 pages
Page LimitsMandatory

Evidentiary attachments to Family Court pleadings are limited to 10 pages (excluding Judicial Council form attachments), with exceptions for contempt orders to show cause and wage assignment applications; additional attachments require an ex parte application.

Evidentiary attachment
Up to 10 pages

Court's wording

Evidentiary attachments to pleadings filed with Family Court (excluding Judicial Council form attachments to the pleading at issue) must not exceed 10 pages in length, except orders to show cause re contempt or applications for wage assignments. However, a party may apply to the court ex parte with written notice of the application to the other parties for permission to attach additional documents. The application must state reasons why the additional attachments are relevant and necessary. Parties should not attach copies of pleadings already contained in the Court file to any new pleading.

complete · Jul 2026 · p. 37
|SectionH. FILING REQUIREMENTS
Page LimitsMandatoryCivil cases

Mandatory Settlement Conference Statements are limited to five pages, excluding exhibits.

Mandatory settlement conference statement
Up to 5 pages per party

Excluded from page count

  • Exhibits

Court's wording

No later than five court days before the date set for the Mandatory Settlement Conference, each party must file with the court and serve on each party a Mandatory Settlement Conference Statement not to exceed five pages, excluding exhibits.

civil · Jan 2026 · p. 7
|SectionRULE 9 B. MANDATORY SETTLEMENT CONFERENCE
Page LimitsMandatory

Evidentiary attachments to pleadings filed with Family Court (excluding Judicial Council form attachments to the pleading at issue) must not exceed 10 pages in length, except orders to show cause re contempt or applications for wage assignments.

Evidentiary attachments
Up to 10 pages
family · Jan 2025 · p. 2
|SectionH. FILING REQUIREMENTS
Page LimitsMandatory

Submitting more than 15 pages to an FCS evaluator or screener requires the evaluator's or screener's consent upon a showing of good cause.

Applies to
  • More than 15 pages
Documents submitted to evaluator
Up to 15 pages

Court's wording

A party who seeks to submit more than 15 pages to an FCS evaluator or screener must obtain the consent of the FCS evaluator or screener by demonstrating good cause, and must provide an index, number each page sequentially, and assign a priority to all documents submitted.

family · Jan 2025 · p. 10
|Section(5) DOCUMENTS PROVIDED TO EVALUATOR OR SCREENER

Document Format Requirements48 rules

FormattingMandatoryCivil cases

In these instances “letter briefs” are not acceptable, but briefs on court pleading paper not exceeding 6 pages may be submitted.

Applies to
  • Brief

Formatting

  • Letter briefs are not acceptable
FormattingMandatoryCivil cases

Submit proposed instructions in Word format. When reasonably possible, mark up the official version rather than retyping so the changes are apparent to the Court and other counsel.

File type
Word
Applies to
  • Jury instructions
FormattingMandatoryCivil cases

Exhibits will be marked by the Courtroom Clerk, as they are identified, in chronological order. Exhibits shall not be pre-marked by counsel.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > b. Submission of Exhibits
FormattingMandatory

Photography, video, and audio recording in court facilities or of proceedings over audio or video platforms is prohibited unless authorized by court order or done for the limited purpose of copying court records.

Court's wording

Consistent with case law, California law, California Rules of Court, rule 1.150 and Superior Court of California, County of Santa Clara General Court and Administration Rules, rule 2, unless permitted upon proper Order of the Court and except for the limited purpose permitted under California Government Code section 68150 to copy court records, no photographs, video recordings or audio recordings may be taken with any device capable of photographing, recording or broadcasting (1) in any courtroom, courthouse facility, and courthouse entrance or exit, regardless of whether the photograph, video recording or audio recording is taken from inside or outside the courthouse; or (2) of court proceedings over any audio or video platform.

standing-order-use-recording-devices-courthouse-facilities · Jan 2026 · p. 1
|SectionUse of Recording and Photography Devices in Courthouse Facilities and Over Audio or Video Platforms
FormattingMandatory

A record in paper format in a CEQA case must conform to CRC 3.2208.

FormattingMandatory

Electronic administrative records in CEQA cases must conform to CRC 3.2207, including electronic bookmarks and full-text search capability.

Formatting

  • Include electronic bookmarks identifying each part and volume/page numbers

Court's wording

Electronic administrative records digitally lodged in a CEQA case must conform to CRC 3.2207, including the requirement for electronic bookmarks that identify each part of the record and clearly state the volume and page numbers contained in each part of the record, and the electronic version of the record must be capable of full-text searching. Hyperlinks to the record under CRC 3.2205(b) are strongly encouraged.

FormattingMandatoryCivil cases

Exhibit attachments to pleadings must be separated by a standard size sheet of paper with a title identifying the sequence of the exhibit.

FormattingMandatoryCivil cases

Documents that exceed 10 pages and are submitted in paper form must be held together by binder clips.

Applies to
  • More than 10 pages
FormattingMandatoryCivil cases

Do not include tabs with any documents submitted for filing.

Formatting

  • Do not include tabs
FormattingMandatoryCivil cases

Proposed orders after a hearing must be lodged electronically in PDF attached to EFS-020, and the signature page must contain text.

File type
PDF

Court's wording

If instructed to prepare an order after a hearing, the proposed order must be lodged with the court electronically in PDF format attached to Judicial Council Form EFS-020, and the judge’s signature and date lines must not be on a page by themselves; the signature page must contain some text of the order.

civil · Jan 2026 · p. 6
|SectionRule 8(B)
FormattingMandatory

Exhibit attachments to pleadings must be separated by a standard size sheet of paper with a title identifying the sequence of the exhibit.

family · Jan 2025 · p. 2
|SectionH. FILING REQUIREMENTS
FormattingImportantCivil cases

(Exhibits should not be attached to the brief unless absolutely necessary.)

FormattingImportantCivil cases

(Exhibits should not be attached to the IDC unless absolutely necessary.)

FormattingImportantCivil cases

Witnesses should be listed last name first. Titles (e.g. Dr., Officer) should be placed after the comma following the last name. This is so that lists can be sorted correctly.

Applies to
  • Witness list

Formatting

  • Witnesses listed last name first
FormattingImportantCivil cases

The Court may send multiple "clean" sets of instructions provided by counsel into the jury room. "Clean" means just the text of the instruction, as corrected. Plaintiff has the primary, but not exclusive, responsibility to provide the "clean" sets, in binders.

Applies to
  • Jury instructions

Formatting

  • 'Clean' sets must contain just the text of the instruction, as corrected
  • Clean sets must be provided in binders
FormattingImportantCivil cases

Enlargements and transparencies normally will not be admitted into evidence. Any large exhibit or transparency should be accompanied by an 8½ x 11 version to which the exhibit tag is attached. Models, etc. should be photographed if proposed as exhibits. Be sure to discuss evidentiary issues of this nature with opposing counsel.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > b. Submission of Exhibits
FormattingImportant

Unauthorized recording in court facilities or of proceedings may be treated as a violation and referred for prosecution, except for the limited court-record-copying purpose.

Court's wording

Except for the limited purpose permitted under California Government Code section 68150 to copy court records, taking photographs, video recordings, or audio recordings in any courtroom, courthouse facility, courthouse entrance or exit, regardless of whether the photograph, video recording or audio recording is taken from inside or outside the courthouse, or of a court proceeding over any audio or video platform without proper Order of the Court may be considered a violation of various statutes and rules and may be referred for prosecution. (See Penal Code §632.)

standing-order-use-recording-devices-courthouse-facilities · Jan 2026 · p. 2
|SectionUse of Recording and Photography Devices in Courthouse Facilities and Over Audio or Video Platforms
FormattingImportant

Exhibit attachments to pleadings must be separated by a standard size sheet of paper with a title identifying the sequence of the exhibit. No tabs may be included in any documents submitted for filing.

juvenile · Jan 2022 · p. 2
|SectionD. FORMAT OF DOCUMENTS SUBMITTED FOR FILING REQUIREMENTS
FormattingImportant

Documents that exceed ten (10) pages must be submitted held by binder clips or two prong fasteners.

Applies to
  • More than 10 pages

Formatting

  • Binder clips or two prong fasteners
juvenile · Jan 2022 · p. 2
|SectionD. FORMAT OF DOCUMENTS SUBMITTED FOR FILING REQUIREMENTS
FormattingImportantCriminal cases

Documents submitted in paper form must be held by binder clips.

criminal · Jan 2023 · p. 9
|SectionRULE 7 B(1)
FormattingImportantCriminal cases

Tabs may not be included in any documents submitted for filing.

criminal · Jan 2023 · p. 9
|SectionRULE 7 B(3)
FormattingImportantCriminal cases

Exhibit attachments to pleadings must be separated by a standard size sheet of paper with a title identifying the sequence of the exhibit.

criminal · Jan 2023 · p. 9
|SectionRULE 7 B(2)
FormattingImportantCriminal cases

Proposed orders must include a footer with the order title on every page and a signature page that contains some text, unless it is a Judicial Council form.

Applies to
  • Proposed order

Formatting

  • Exception: Judicial Council forms are exempt from the footer requirement

Court's wording

Any proposed order submitted to the court for signature must contain a footer with the title of the order on every page, including the signature page, unless it is a Judicial Council form. In addition, the court signature and date lines must not be on a page by themselves; the signature page must contain some text of the order.

criminal · Jan 2023 · p. 11
|SectionRULE 11 PROPOSED ORDERS
FormattingImportant

Paper documents over 10 pages must be held with binder clips, exhibit attachments must be separated by titled sheets identifying the exhibit sequence, and tabs are prohibited.

Applies to
  • Pleadings
  • More than 10 pages

Court's wording

Documents that exceed 10 pages and are submitted in paper form must be held together by binder clips. Exhibit attachments to pleadings must be separated by a standard size sheet of paper with a title identifying the sequence of the exhibit. Do not include tabs with any documents submitted for filing.

complete · Jul 2026 · p. 15
|SectionRULE 6 B. SELF-REPRESENTED LITIGANTS
FormattingImportant

Subpoena duces tecum, PC 1538.5, and other motions that must be heard before or with the preliminary hearing must comply with Rule 7.

Court's wording

Motions to release documents in response to a subpoena duces tecum, Penal Code section 1538.5 motions, and other motions necessary to be heard before or with the preliminary hearing must comply with Rule 7 and be set on the same day as the preliminary hearing.

complete · Jul 2026 · p. 27
|SectionFamily Violence Court - Preliminary Examination
FormattingImportant

All papers filed in support of or in opposition to a motion must comply with Rule 7.

complete · Jul 2026 · p. 27
|SectionCriminal Rules - Motion Papers
FormattingImportant

Exhibit attachments to pleadings must be separated by a standard size sheet of paper with a title identifying the sequence of the exhibit.

FormattingImportant

Documents submitted in paper form must be held by binder clips.

FormattingImportant

Tabs may not be included in any documents submitted for filing.

FormattingImportant

Any proposed order submitted to the court for signature must contain a footer with the title of the order on every page, including the signature page, unless it is a Judicial Council form.

complete · Jul 2026 · p. 32
|SectionRULE 11 PROPOSED ORDERS

Document Filing Requirements548 rules

Filing RequirementsMandatoryCivil cases

Probate guardianship petitions must be accompanied by a fully completed UCCJEA form disclosing all other custody actions.

Court's wording

All such petitions shall be accompanied by the Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) form, which shall be completed in full, disclosing the existence of any and all other actions involving custody of the minor child or children.

275djuvdependency · Jul 2009 · p. 1
|Section1. Filing of Probate Guardianships
Filing RequirementsMandatoryCivil cases

The petitioner must provide the information required by Judicial Council forms or by the Court about all adults in the household so background checks can be conducted.

Court's wording

The Petitioner shall provide information required by Judicial Council forms or by the Court on all adults in the household, so that background checks can be done on each adult (individuals over the age of 18) living in the household where the proposed ward is or will be residing.

275djuvdependency · Jul 2009 · p. 2
|Section4. Background Checks
Filing RequirementsMandatoryCivil cases

The Court requires detailed JOINT pre-trial statements in advance of a pre-trial conference where counsel are expected to make concrete suggestions as to efficient trial management; see XI below.

complexcivillitigationguidelines rem · Aug 2026 · p. 1
|SectionSignificant practice highlights (Introduction)
Filing RequirementsMandatoryCivil cases

Upon settlement before a hearing or trial, parties must file a Notice of Settlement, Request for Dismissal, Stipulation for Entry of Judgment, or Judgment on Stipulation ready for the Court's signature, or appear at the scheduled hearing and recite the settlement on the record.

Court's wording

In the event a case settles before a court hearing or trial date, parties must telephonically notify the Court as soon as the disposition is agreed upon and must file with the Complex Litigation Department either a Notice of Settlement, Request for Dismissal, a Stipulation for Entry of Judgment or a Judgment on Stipulation that is ready for the Court’s signature. If the applicable document is not ready, counsel must appear at the time scheduled for hearing and recite the settlement for the record.

Filing RequirementsMandatoryCivil cases

Stipulations to continue a hearing or trial date must include a suggested future hearing date or a suggested timeframe for a future hearing date and must include a proposed order with a blank line for the Court to fill in a new hearing or trial date.

Document
Stipulation to continue

Must include

  • Proposed order
Filing RequirementsMandatoryCivil cases

When the Court sustains a demurrer or grants a motion to strike with leave to amend and an amended pleading is filed, the plaintiff or cross-complainant shall file with its opposition to any successive demurrer or motion to strike a redline comparing the amended pleading to the previous version of the pleading.

Filing RequirementsMandatoryCivil cases

Parties must file a joint case management statement (instead of Form CM-110) before each conference, addressing the case summary, prior orders and compliance, anticipated problems, management suggestions with a proposed timeline, and any special considerations.

Court's wording

Judicial Council Form CM-110, Civil Case Management Statement (required by CRC 3.725(c)), is not well-suited for complex cases. Instead, the parties shall file a joint case management statement no later than five calendar days before the hearing for each conference addressing the following subjects: (a) a brief objective summary of the case, (b) a summary of any orders from prior case management conferences and the progress of the parties' compliance with said orders, (c) significant procedural and practical problems that may likely be encountered, (d) suggestions for efficient management, including a proposed timeline of key events, and (e) any other special consideration to assist the Court in determining an effective case management plan.

complexcivillitigationguidelines rem · Aug 2026 · p. 15
|SectionVIII. CASE MANAGEMENT CONFERENCE
Filing RequirementsMandatoryCivil cases

Briefs and factual stipulations must be submitted in advance.

Filing RequirementsMandatoryCivil cases

At least 10 days before the pretrial conference, counsel shall meet and confer and execute necessary documents listed below. Counsel shall meet in person (or by telephone or videoconference) at a mutually agreeable time and location.

Filing RequirementsMandatoryCivil cases

At the meet and confer, the parties shall: 1. Prepare a Joint Statement of the Case.

Filing RequirementsMandatoryCivil cases

Prepare a Joint Witness List, excluding impeachment or rebuttal witnesses, with accurate time estimates.

Filing RequirementsMandatoryCivil cases

Contact the Complex Litigation Clerk to schedule a date and submit a stipulation signed by all counsel.

Filing RequirementsMandatoryCivil cases

Counsel must also be prepared to state at the conference how much time they will require for cross-examination of each witness identified on the other party's list.

Filing RequirementsMandatoryCivil cases

Execute the Statement of Compliance indicating counsel has complied with the Local Rules and these Guidelines.

Filing RequirementsMandatoryCivil cases

Prepare a Joint List of Controverted Issues. If all the parties fail to agree to an issue as controverted or uncontroverted, then the issue is controverted. (Required for both jury and non-jury trials).

Filing RequirementsMandatoryCivil cases

Counsel must confer in advance of the trial, attempt to stipulate on as many issues and facts as possible, and reduce all stipulations to writing. The written stipulation is filed and during jury trials is read aloud into the record.

Filing RequirementsMandatoryCivil cases

Unless the case settled at the MSC, was dismissed in full, or the Court orders otherwise, parties must deliver in limine motions (with a list), exhibit lists/indices (except impeachment exhibits), witness lists, jury instruction requests, proposed special verdicts, stipulations, a concise non-argumentative statement of the case, and trial briefs to the department on the morning of the first day of trial.

Court's wording

Unless the case was settled at the Mandatory Settlement Conference or dismissed in full prior thereto, or unless otherwise ordered by the Court, the following items must be delivered to the department on the morning of the first day of trial: a. all in limine motions and a list of the in limine motions; (2) exhibit lists/indices, except impeachment exhibits; (3) witness lists, except impeachment witnesses, and unusual scheduling problems; each witness listed shall include a succinct (no more than one or two sentences) statement of the general subject matter of the witness' testimony and an estimate of the time that will be required for the direct examination of each such witness; (4) jury instruction requests, except for instructions that cannot reasonably be anticipated prior to trial; (5) proposed special verdicts; (6) any stipulations on factual or legal issues; (7) a concise, non-argumentative statement of the case to be read to the jury in jury trials; (8) trial briefs;

complexcivillitigationguidelines rem · Aug 2026 · p. 27
|SectionXIII. TRIALS - GENERALLY - 2. Documents
Filing RequirementsMandatoryCivil cases

each witness listed shall include a succinct (no more than one or two sentences) statement of the general subject matter of the witness' testimony and an estimate of the time that will be required for the direct examination of each such witness;

complexcivillitigationguidelines rem · Aug 2026 · p. 27
|SectionXIII. TRIALS - GENERALLY - 2. Documents
Filing RequirementsMandatoryCivil cases

Each counsel must provide the Court with an EXHIBIT LIST describing each exhibit, indicating whether the exhibit is to be admitted into evidence by stipulation.

Filing RequirementsMandatoryCivil cases

Deposition transcripts that are expected to be used at trial must be lodged with the Court on the first day of trial.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > c. Use of Deposition Transcripts
Filing RequirementsMandatoryCivil cases

Responses to interrogatories and requests for admission that are expected to be used at trial must be extracted and lodged with the Court, and a copy given to counsel, at the appropriate time.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > b. Submission of Exhibits
Filing RequirementsMandatoryCivil cases

In jury trials, questions and answers must be read into the record, subject to proper objections. The extracts may be submitted as exhibits in a Court trial.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > b. Submission of Exhibits
Filing RequirementsMandatoryCivil cases

Pertinent provisions must be read into the record in jury trials, subject to proper objections. In Court trials, extracts may be submitted and marked as exhibits.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > c. Use of Deposition Transcripts
Filing RequirementsMandatoryCivil cases

Counsel must provide the Court with the exhibits, plus one copy.

complexcivillitigationguidelines rem · Aug 2026 · p. 37
|SectionXIV. TRIAL EXHIBITS > b. Submission of Exhibits
Filing RequirementsMandatory

The Judicial Officer must sign the order appointing the reporter as an official reporter pro tempore, using the Request for Appointment of Official Reporter Pro Tempore (CV-5100), before the reporter may report the proceeding.

Filing RequirementsMandatory

Every reporter must complete and sign sections 1, 2, and 3 of the Request for Appointment of Official Reporter Pro Tempore (CV-5100).

Filing RequirementsMandatory

No motion will be accepted by the Court Clerk unless it is accompanied by a proof of service.

Document
Motion

Include

  • Certificate of service
Filing RequirementsMandatory

Such petition must make a prima facie showing of sufficient relevance and necessity for inspection and provide notice to the relevant parties.

Filing RequirementsMandatory

All parties must file a Declaration for Juvenile Court Records (JV-2002 or JV-2002a) before commencing inspection.

Court's wording

All parties, including those statutorily entitled to inspect, must file a Declaration for Juvenile Court Records (Local Form JV-2002 or JV-2002a) for the appropriate division prior to commencing the inspection.

Filing RequirementsMandatory

Persons not statutorily authorized to inspect a Juvenile Court file must file Form JV-570 to petition for inspection.

Court's wording

If the person or agency is not statutorily or otherwise authorized to inspect the Juvenile Court file, the person or agency must petition the Juvenile Court for permission for such inspection by filing a Request for Disclosure of Juvenile Case File (Judicial Council Form JV-570).

Filing RequirementsMandatory

At least ten (10) calendar days before the MSC, or fifteen (15) calendar days if service is by mail, each party must file and serve on the other party a Settlement Conference Statement.

complete · Jul 2026 · p. 55
|SectionMandatory Settlement Conference

Filing & Service rules

Electronic Filing Rules

All probate guardianship petitions must be filed at the courthouse at 191 North First Street, San Jose, CA 95113.

Probate Petitions for Guardianship of the Person of a Minor, Petitions for Guardianship of the Person and Estate of a Minor, and Petitions for Guardianship of the Estate of a Minor shall be filed at 191 North First Street, San Jose, CA 95113.

Civil cases

Page 1 | 1. Filing of Probate Guardianships

Initial restraining order requests and temporary restraining orders are filed at Family Court, while Orders After Hearing from Probate Court hearings are filed at the Probate Court Clerk's Office.

The initial restraining order request and any temporary restraining orders shall be filed at Family Court. Any Orders After Hearing that are a result of a hearing at the Probate Court will be filed at the Probate Court Clerk's Office.

Civil cases

Page 2 | 3. Location of Hearings on Restraining Orders where there is a pending Guardianship

All complex and provisionally complex actions are subject to the Court's Electronic Filing and Service Standing Order unless exempted by court order for good cause.

All actions classified as complex or provisionally complex are subject to the Court’s Electronic Filing and Service Standing Order, unless exempted by order of the Court for good cause. Further information is posted on the Court’s website at http://www.scscourt.org/forms_and_filing/efiling.shtml.

Civil cases

Page 9 | IV. GENERAL MATTERS

MANDATORY ELECTRONIC FILING AND SERVICE a. Refer to Rule 6 of the General Court and Administration Rules.

MANDATORY ELECTRONIC FILING AND SERVICE a. Refer to Rule 6 of the General Court and Administration Rules.

Page 1 | D. FORMAT OF DOCUMENTS SUBMITTED FOR FILING REQUIREMENTS

The Declaration and Application for Order must be submitted to the courtroom clerk in the Juvenile Department where the action would normally be heard, or eFiled per Rule 6.

The original Declaration and accompanying Application for Order must be submitted to the courtroom clerk in the Juvenile Department where the pending action would normally be heard or eFiled in accordance with Rule 6.

Page 2 | G. EX PARTE ORDERS

Documents may be filed electronically or in paper form at the Clerk's Office, subject to the exclusions described below.

Documents may be filed electronically or in paper form at the Clerk's Office consistent with Rule 6(C) and (D)(1) and (2) of the General Court and Administration Rules except as described below.

Criminal cases

Page 8 | RULE 7 PLEADINGS AND FILING OF DOCUMENTS

Motions to set aside bail forfeitures, appeals of such denials, and documents filed conditionally under seal may not be filed electronically.

Any motion to set aside a bail forfeiture, any appeal of a denial of a motion to set aside a bail forfeiture, and any documents filed conditionally under seal may not be filed or submitted electronically.

Criminal cases

Page 8 | RULE 7 PLEADINGS AND FILING OF DOCUMENTS

The original of any motion, pleading, or petition must be filed electronically or in the Criminal Court Clerk's office where the case is to be heard.

The party filing any motion, pleading, or petition, must file the original electronically or in the Criminal Court Clerk's office when the case is to be heard.

Criminal cases

Page 9 | RULE 7 C(1)

Documents must be electronically filed using one of the court's approved electronic filing service providers.

Consistent with rule 6(C) of the General Court and Administration Rules, documents must be electronically filed with the court using one of the court's approved electronic filing service providers.

Criminal cases

Page 9 | RULE 7 (3)

All limited and unlimited civil cases must be filed in the Downtown Superior Court.

All limited and unlimited civil cases must be filed in the Downtown Superior Court.

Page 11 | RULE 1 DIFFERENTIAL CIVIL CASE MANAGEMENT SYSTEM

The Judges ADR Program application must be e-filed and approved by the Civil Supervising Judge.

The application must be e-filed and approved by the Civil Supervising Judge.

Page 13 | RULE 3 JUDGES ADR PROGRAM - B. PROCEDURE (2)

Ex parte applications must be e-filed by counsel and parties with e-filing access; self-represented litigants may file in paper form via the DTS dropbox.

Ex parte applications must be electronically filed by counsel and any parties who have access to the court's e-filing system. Self-represented litigants may file ex parte applications in paper form by placing them in the dropbox at DTS.

Page 16 | RULE 7 C. ALL OTHER CIVIL EX PARTE APPLICATIONS

Certain ex parte applications (judgment by stipulation, stay of eviction) must be presented in person to the clerk's office, while all other ex parte applications must be submitted electronically.

Ex parte applications for judgment pursuant to stipulation and ex parte applications for stay of eviction must be presented in person to the clerk’s office. Ex parte applications for judgment pursuant to stipulation must be presented during the clerk’s office’s regular hours. Applications for stay of eviction may also be presented any time during the clerk’s office regular hours. Once presented, the applicant will be directed to the appropriate department. All other ex parte applications are to be submitted electronically.

Page 19 | RULE 13 UNLAWFUL DETAINER CASES

Bail forfeiture motions, appeals of their denial, and conditionally-under-seal documents may not be e-filed.

Any motion to set aside a bail forfeiture, any appeal of a denial of a motion to set aside a bail forfeiture, and any documents filed conditionally under seal may not be filed or submitted electronically.

Page 30 | RULE 7

The original of any motion, pleading, or petition must be filed either electronically or with the Criminal Court Clerk.

The party filing any motion, pleading, or petition, must file the original electronically or in the Criminal Court Clerk’s office when the case is to be heard.

Page 30 | RULE 7

Parties filing electronically must use one of the court's approved electronic filing service providers, with procedures available on the court's website.

Parties filing documents electronically must use one of the court's approved electronic filing service providers. Information concerning the approved electronic filing service providers, including the procedures for electronically filing documents with the court and for electronically serving documents, is available on the court's website at www.scscourt.org.

Page 110 | D. ELECTRONIC FILING AND SERVICE PROCEDURES THAT APPLY IN ALL CASES, INCLUDING CRIMINAL

Filing Timing and Cure Windows

Parties have 15 calendar days after the mailing of evaluation recommendations to file and serve written objections to the recommended order.

G. Objections: Any party shall have 15 calendar days after the date of mailing of the evaluation recommendations to file and serve written objections to the recommended order.

Civil cases

Page 5 | 12.G Objections

If no objections are filed within 15 calendar days of mailing, the recommended order must be submitted to the Court for review and signature.

(4) If no objections are filed within 15 calendar days from the date of the mailing of the evaluation recommendations, the recommended order shall be submitted to the Court for review and signature.

Civil cases

Page 6 | 12.G(4) Objections

If objections are not resolved, a Guardianship Settlement Conference must be set within 30 calendar days of the meeting with the evaluator.

A. If the parties are not able to resolve the objections in the meeting with the evaluator following the filing of the objections, a Guardianship Settlement Conference (GSC) shall be calendared with the Probate Court. The GSC shall be set within 30 calendar days of the meeting with the evaluator.

Civil cases

Page 6 | 13.A Guardianship Settlement Conference

No settlement conference statement is required for a GSC, but each party must file and serve a Statement of Issues at least 10 calendar days before the GSC.

C. Statement of Issues: No settlement conference statement shall be required for a GSC; however, each party shall file and serve a Statement of Issues at least 10 calendar days before the GSC.

Civil cases

Page 6 | 13.C Statement of Issues

Tentative rulings are posted online by 2:00 p.m. the day before the hearing; objections must be properly raised by 4:00 p.m. the day before the hearing or the tentative ruling automatically becomes the Court's order the next day.

Tentative rulings on motions of all types are posted online by 2:00 p.m. the day before the hearing, and, unless an objection is properly raised by 4:00 p.m. the day before the hearing, the ruling will automatically become the Court's order the next day.

Civil cases

Page 1 | Significant practice highlights (Introduction)

Each side must serve and lodge its Informal Discovery Conference brief two court days in advance of the IDC.

Each side must serve and lodge a short brief, limited to no more than 6 pages, two court days in advance of the IDC.

Civil cases

Page 11 | VI. DISCOVERY

The joint case management statement must be filed no later than five calendar days before each case management conference hearing.

Instead, the parties shall file a joint case management statement no later than five calendar days before the hearing for each conference

Civil cases

Page 15 | VIII. CASE MANAGEMENT CONFERENCE

Settlement Conference Statements must be filed at least five court days before the scheduled mandatory settlement conference.

Settlement Conference Statements must be filed at least five (5) court days before the scheduled conference (Rule 3.1380).

Civil cases

Page 17 | X. MANDATORY SETTLEMENT CONFERENCES (MSC)

Motions in limine and other trial-related preliminary motions (e.g., Evidence Code § 402) must be submitted in writing before answering ready, may be ruled on without hearing, and should be brief.

Motions in limine and other trial-related preliminary motions (such as Evidence Code § 402) must be submitted in writing before answering ready. Motions in limine may be ruled on by the Court without hearing. Such motions should be brief

Civil cases

Page 31 | 8. Jury Trials

Parties must file the Request for Appointment of Official Reporter Pro Tempore at least 5 days before the hearing unless the Court orders otherwise.

Parties retaining a reporter must file a Request for Appointment of Official Reporter Pro Tempore (CV-5100) with the court at least 5 days prior to the hearing, unless the Court orders otherwise.

Page 1 | POLICY

An opposing party must present written opposition to ex parte orders to the courtroom clerk within 48 hours of receiving notice, or may note opposition on the Application form.

An opposing party must present any written opposition to a request for ex parte orders to the courtroom clerk within forty eight (48) hours of receipt of notice or may have their opposition noted on the Application form.

Page 2 | G. EX PARTE ORDERS

When parental consent has not been obtained or the Court has retained the decision, the administering psychiatrist must approach the Court for authorization within two (2) Court days of administering psychotropic medication.

However, in all cases where consent from a parent or guardian has not been obtained or the Court has retained the right to make the decision, the administering psychiatrist must approach the Court as soon as possible but never more than two (2) Court days after administering the psychotropic medication, utilizing the procedure to obtain authorization set forth in CRC 5.640(c).

Page 8 | M. AUTHORIZATION FOR USE OF PSYCHOTROPIC DRUGS

The last date for filing pretrial motions is 30 calendar days before trial, unless the Supervising Judge signs an order shortening time.

The last date for filing pretrial motions will be 30 calendar days before the trial date, absent a request for an order shortening time providing case-specific factors not previously raised or considered, signed by the Supervising Judge – Criminal. (Cal. Rule of Court, rule 4.100(1)(B).) Motions will be filed with, and scheduling of hearing on the motion(s) will be done by, the Law and Motion department consistently with that department's calendaring protocol and Local Rule7(H).

Criminal cases

Page 2 | RULE 4 HALL OF JUSTICE COURTHOUSE

Absent case-specific factors dictating otherwise, all pretrial motions will be heard: (a) not later than 15 calendar days before the trial date, (b) at the direction of the Law & Motion department not later than the date of the Readiness Conference, or (c) at another time as directed by the court upon a showing of good cause. (Cal. Rule of Court, rule 4.112(b).)

Absent case-specific factors dictating otherwise, all pretrial motions will be heard: (a) not later than 15 calendar days before the trial date, (b) at the direction of the Law & Motion department not later than the date of the Readiness Conference, or (c) at another time as directed by the court upon a showing of good cause. (Cal. Rule of Court, rule 4.112(b).)

Criminal cases

Page 2 | RULE 4 HALL OF JUSTICE COURTHOUSE

In limine motions, witness lists, and Readiness briefs must be filed 5 calendar days before trial, with specified content requirements for prosecution and defense.

The date for filing in limine motions, witness lists, and a required Readiness brief, which date will be 5 calendar days before the trial date. (Cal. Rules of Court, rule 4.112(a); Pen. Code section 1204.5, subd. (b).) Readiness briefs must include, but need not be limited to: a. Prosecution: a statement of facts expected to be shown by the evidence; perceived factors in aggravation; factors in mitigation; criminal history information, including prior performance on probation and/or parole; other pending cases and their status; the history of prosecution settlement offers; the history of defense settlement proposals; any indicated sentences previously given by the court; whether collateral consequences have been considered; three strikes review, if pertinent; and consideration of substance abuse/mental health issues and treatment, if pertinent. b. Defense: any information about the accused or the case that the accused consents to a trial judge considering, and/or that the accused desires a judge who is not the trial judge to consider under Penal Code section 1204.5, or a statement that the accused chooses to defer providing such information without prejudice

Criminal cases

Page 2 | RULE 4 HALL OF JUSTICE COURTHOUSE

Private emergency screening hearing must be set within 21 days; all required participants must be present by 3 p.m.

If a private emergency screening is ordered, the hearing will be set within 21 days or as soon thereafter as possible. On the date of the hearing, the screener, the parties, and the minor child/ren must be present at the courthouse by 3 p.m.

Page 44 | Rule 2(C)(7)

Service and Proof of Service Rules

All papers and documents in dependency cases where Dependency Legal Services appeared must be served on Family Legal Advocates.

IT IS FURTHER ORDERED that, effectiveOctober1, 2008,all papersanddocuments in dependencycasesin which Dependency Legal Serviceshasappearedshall be servedon Family Legal Advocatesasfollows: Family Legal Advocates,3! North Second,Suite 335,San Jose,CA 95113

Civil cases

Page 1 | STANDING ORDER

All papers and documents in dependency cases where Associate Dependency Attorneys appeared must be served on Office of Dependency Counsel.

IT IS FURTHER ORDERED that, effective October1, 2008, all papersanddocuments in dependencycasesin which AssociateDependencyAttorneyshas appearedshall be servedon Office of DependencyCounselas follows: Office of DependencyCounsel,31 North Second, Suite 330, SanJose,CA 95113.

Civil cases

Page 2 | STANDING ORDER

All papers and documents in dependency cases where Preeti Mishra individually appeared must be served on Catherine Nguyen.

IT IS FURTHER ORDERED that, effective October 1,2008, all papers and documents in dependency casesin which Preeti Mishra, Esq., has individually appeared shall be served on s Catherine Nguyen, Esq. as follows: Law Office of Catherine Nguyen, 31 North Second, Suite 325A, SanJose,CA 95113.

Civil cases

Page 2 | STANDING ORDER

Objections must be filed with a proof of service on all counsel or self-represented parties, and FCS or the private evaluator must be served with an endorsed filed copy shown on a proof of service.

(3) Objections shall be filed with the Court, along with a proof of service on all counsel or self-represented parties. FCS or the private evaluator must be served with an endorsed filed copy of the objections, which must also be shown on a proof of service.

Civil cases

Page 6 | 12.G(3) Objections

Plaintiffs must serve a copy of these Complex Civil Guidelines together with the summons and complaint.

PLAINTIFF MUST SERVE A COPY OF THESE GUIDELINES WITH THE SUMMONS AND COMPLAINT.

Civil cases

Page 3

Cross-complainants must serve these guidelines on any new parties and give notice of scheduled hearings and depositions at the time the cross-complaint is served.

Cross-complainants must serve a copy of these guidelines upon any new parties and give notice of any scheduled hearings and depositions at the time the cross-complaint is served.

Civil cases

Page 9 | IV. GENERAL MATTERS

Plaintiff must give notice of the first case management conference date (generally scheduled 120 days after filing) to all other parties.

The first case management conference is generally scheduled one hundred twenty (120) days after the action is filed. Plaintiff is required to give notice of this conference date to all other parties.

Civil cases

Page 15 | VIII. CASE MANAGEMENT CONFERENCE

Exhibits requiring time or equipment to observe (slides, transparencies, movies, videotapes, audiotapes) must be made available to opposing counsel for review before the court session in which they will be used, and proceedings will not be delayed if the review has not occurred.

Counsel seeking to display to the jury any exhibit which required time and equipment to observe, such as slides, transparencies, movies, videotapes and audiotapes, MUST make such exhibit available to opposing counsel for review prior to commencement of the session of court at which the exhibit will be used. Proceedings will not be delayed to permit such a review if the review has not occurred by the time court is scheduled to begin.

Civil cases

Page 29 | XIV. TRIAL EXHIBITS

Counsel must deliver opposing counsel a written specification of the deposition pages and lines proposed to be read for any purpose other than impeachment.

If counsel anticipates reading from the deposition transcript for any purpose other than impeachment, counsel must deliver to opposing counsel a written specification of the pages and lines proposed to be read.

Civil cases

Page 29 | XIV. TRIAL EXHIBITS

Counsel who requests a court reporter transcript must contemporaneously notify opposing counsel of the request and the precise portions to be transcribed.

If counsel requests any court reporter to prepare a transcript of any portion of the proceedings, counsel MUST contemporaneously advise opposing counsel of the request and of the precise portions that will be transcribed.

Civil cases

Page 31 | 7. Transcripts

Parties must exchange exhibits at the Pre-Trial Meet and Confer, excluding documents for bona fide impeachment.

Parties must exchange exhibits excluding documents for bona fide impeachment at the Pre-Trial Meet and Confer.

Civil cases

Page 35 | XII. TRIAL EXHIBITS

Counsel must submit original negotiable instruments to the Courtroom Clerk for cancellation under Rule 3.1806 unless otherwise ordered by the Court.

Counsel must submit to the Courtroom Clerk original negotiable instruments for cancellation pursuant to Rule 3.1806, unless otherwise ordered by the Court.

Civil cases

Page 35 | XII. TRIAL EXHIBITS

Before submitting ex parte orders for approval, the applicant must give notice and a copy of the application to all counsel, social workers, Probation, and unrepresented parents/guardians, or explain why notice was not given.

Before submitting ex parte orders to a judicial officer for approval, the applicant must give notice of, and a copy of the application for ex parte orders, to all counsel, social workers, the Probation Department, and parents and/or legal guardians who are not represented by counsel or explain the reason notice has not been given.

Page 2 | G. EX PARTE ORDERS

Responsive papers must be filed and served two (2) Court days before the hearing.

Any responsive papers must be filed and served two (2) Court days prior to the hearing.

Page 2 | F. PRE-HEARING DISCOVERY

Discovery motions must be served on all parties at least five (5) Court days before the hearing.

The motion must be served on all parties at least five (5) Court days before the hearing date.

Page 2 | F. PRE-HEARING DISCOVERY

The moving party must send a copy of the application to FCS.

A copy of the application must be sent to FCS by the moving party.

Page 80 | (3) W & I Code Section 329 Application

Filing Fees and Waivers

Jury fees of $150.00 must be posted in advance of a jury trial.

The amount of jury fees required to be posted in advance of a jury trial is $150.00. (See Code Civ. Proc., § 631, subd. (b).)

Civil cases

Page 25 | XIII. TRIALS - GENERALLY

Upon termination of a conservatorship, all claims filed by the Court Investigator's unit for its services, unless waived, must be paid before the Court will sign an order settling the final account.

Upon termination of a conservatorship, all claims filed by the Court Investigator's unit for its services, unless waived, must be paid before the Court will sign an order settling the final account.

Civil cases

Page 14 | Q. TERMINATION OF CONSERVATORSHIP

A bond must be posted before temporary letters of conservatorship of the estate can be issued when the temporary conservator will possess the conservatee's personal property.

When the temporary conservator will come into possession of personal property of the conservatee, bond as provided in Local Probate Rule 11A (1) must be posted before temporary letters of conservatorship of the estate can be issued.

Civil cases

Page 15 | T. TEMPORARY CONSERVATORSHIPS (5) LETTERS OF TEMPORARY CONSERVATORSHIP

FCS charges for evaluations; parties must submit deposits or fee waiver requests to FCS within five court days of the evaluation order.

FCS will charge for evaluations, unless a fee waiver is granted for a party. The parties must submit deposits or fee waiver requests to FCS within five court days of receipt of the Court's order to an evaluation.

Page 8 | CUSTODY EVALUATIONS AND BRIEF FOCUSED ASSESSMENTS (4)(h)

FCS charges fees for evaluations unless a fee waiver is granted; parties must submit deposits or fee waiver requests within 5 court days of receipt of the order.

F. Fees: Fees will be charged by FCS for evaluations, unless a fee waiver is granted. When the Court orders a custody/visitation evaluation through FCS, the parties shall submit deposits or fee waiver requests to FCS within 5 court days of receipt of the Court's order.

Civil cases

Page 5 | 12.F Fees

Effective March 12, 2019: 1. For cases in which the notices reflect an amount that is less than the actual amount due, the Court will accept the amount reflected on the notices as payment in full for the applicable violation(s). 2. For cases in which the notices reflect an amount that is more than the actual amount due, the Court will collect only the actual amount.

Effective March 12, 2019: 17 1. For cases in which the notices reflect an amount that is less than the actual amount 18 due, the Court will accept the amount reflected on the notices as payment in full for 19 the applicable violation(s). 20 2. For cases in which the notices reflect an amount that is more than the actual amount 21 due, the Court will collect only the actual amount

Page 1 | FEES DUE FOR TRAFFIC CITATIONS

Fees for a recording copy are collected at the time the request is submitted, and the requesting party is informed of the current cost.

Courthouse staff shall inform the requesting party of the current cost per recording and collect the fees at the time the request is submitted.

Criminal cases

Page 11 | RULE 13 REQUEST FOR COPY/TRANSCRIPT OF ELECTRONIC SOUND RECORDING

FCS screening fees are charged unless a fee waiver is granted.

Fees shall be charged for any screening performed by FCS, unless a fee waiver is granted.

Page 44 | Rule 2(C)(7)

FCS staff appearance at trial/hearing may incur expert witness fees split evenly unless Court orders otherwise.

Any party may be assessed expert witness fees for the appearance of an FCS staff member at a trial or hearing. The parties shall pay the fees equally unless the Court orders otherwise.

Page 44 | Rule 2(D)(1)

Filing fees are due with ex parte motions.

All ex parte requests by attorneys must be submitted to the Court Specialist through e-filing with any filing fees due with the motion.

Page 47 | RULE 5 LAW AND MOTION - A. (2) SUBMISSION OF EX PARTE APPLICATIONS

Inability to pay e-filing fees is not undue hardship; eligible parties may request a fee waiver.

Undue hardship or significant prejudice does not include the inability to pay fees for electronic filing, as fee waivers may be requested if the party otherwise qualifies for or has been granted a fee waiver as provided in this Rule.

Page 108 | Rule 6 Electronic Filing

A standing order addresses fees due for traffic citations in Santa Clara County.

Standing Order Re: Fees Due For Traffic Citations (March 12, 2019)

Page 1 | Resolutions and General Orders

A petitioner requesting service by posting must submit a Request to Waive Court Fees (FW-001) unless one was approved within the last 4 months.

A Petitioner requesting service by posting must submit a Request to Waive Court Fees, Judicial Council Form FW-001, unless one has been approved in the last 4 months.

Page 3 | J. SERVICE OF SUMMONS BY PUBLICATION OR POSTING

A party who fails to notify FCS of a rescheduling request at least 48 hours before the mediation appointment will be assessed a fee.

If a party does not notify FCS of a request to reschedule at least 48 hours before the mediation appointment, that party will be assessed a fee to FCS.

Page 5 | B. MEDIATION PROCEDURE (1)

Fees are charged for any FCS screening unless a fee waiver is granted.

Fees shall be charged for any screening performed by FCS, unless a fee waiver is granted.

Page 9 | (7) EMERGENCY SCREENINGS

Emergency screenings by FCS carry fees, and any party may request a fee waiver from the Court.

Fees will be charged for emergency screenings by FCS. Any party may request a Fee Waiver from the Court regarding the fees charged for screenings.

Civil cases

Page 4 | 10. Emergency Screenings

Courtesy Copy Requirements

Paper courtesy copies of documents electronically filed or lodged with the Court are prohibited unless the Court orders otherwise.

Unless otherwise ordered to do so, do not provide paper courtesy copies of documents electronically filed or lodged with the Court.

Civil cases

Page 9 | IV. GENERAL MATTERS

A courtesy copy of the notice of appeal must be served on the trial court judge who issued the order or judgment under appeal.

A courtesy copy of the notice of appeal must be separately served on the trial court judge who issued the order or judgment under appeal.

Page 1 | B. Notice of Appeal

A party filing a proposed statement on appeal (or a response) must separately serve the trial judge with a courtesy copy.

A party filing a proposed statement on appeal under CRC 8.837, 8.869, or 8.916, or any response thereto, must separately serve the trial judge who presided over the relevant proceedings with a courtesy copy of the proposed statement on appeal or response.

Page 3 | v

Parties filing applications or motions to use a proposed settled statement, or proposed settled statements or responses, must separately serve the trial judge with courtesy copies.

A party filing an application or motion, as applicable, to use a proposed settled statement on appeal under CRC 8.137, 8.346, or 8.407, or a proposed settled statement or any response thereto, must separately serve the trial judge who presided over the relevant proceedings with a courtesy copy of the application or motion, and the proposed settled statement, or response thereto.

Page 4 | B

A courtesy copy for the Law and Motion Department is required when filing a motion in paper form.

If filing a motion in paper form, a courtesy copy for the Law and Motion Department must be provided.

Criminal cases

Page 9 | RULE 7 C(2)

Courtesy paper copies of specified trial documents must be delivered to the trial judge's department or Court Services by the Friday before trial.

the case settled at the Mandatory Settlement Conference or dismissed in full prior thereto, or unless otherwise ordered by the Court, the following items must be filed, with courtesy paper copies delivered to the department of the trial judge or with Court Services if no trial judge has yet been assigned, and served on all other parties by noon on the Friday before the date set for trial: (Effective 1/1/2026) (1) all in limine motions; (2) exhibit lists, except impeachment exhibits; (3) witness lists, except impeachment witnesses, and unusual scheduling problems; (4) jury instruction requests, except for instructions that cannot reasonably be anticipated prior to trial; (5) proposed special verdicts; (6) any stipulations on factual or legal issues; 8 Santa Clara County Court Rules (7) a copy of the operative pleadings (complaint, cross-complaint(s), answer(s)); (8) a concise, non-argumentative statement of the case to be read to the jury in jury trials; (9) trial briefs (including an explanation of whether any causes of action have been dismissed or limited, as well as whether any parties have been dismissed); (10) trial exhibits may not be filed, but

Page 17 | RULE 9C

Paper-filed motions require a courtesy copy to Law and Motion; e-filed motions should provide an electronic courtesy copy.

If filing a motion in paper form, a courtesy copy for the Law and Motion Department must be provided. If filing a motion electronically, the filing party should provide an electronic courtesy copy to the Law and Motion department or other assigned judge.

Page 30 | RULE 7

Attachments exceeding the 10-page limit may be delivered as courtesy copies bound separately, with sequential page numbering, delivered to the Court (and all parties); copies are not filed and may be returned via a self-addressed stamped envelope.

In lieu of the limits above, courtesy copies of relevant prior filings or other attachments exceeding the 10-page limit may be submitted to the Court bound separately from the current filing to which they relate, with the same copies provided to all attorneys and self-represented parties. Each page of all such attachments must be numbered sequentially. Parties must deliver courtesy copies to the Court. Such photocopies will not be filed or marked as received by the Court. If the submitting party wishes to have such photocopies returned to the party, the submission must include a stamped, self-addressed envelope of sufficient size to return the photocopies.

Page 38 | H. FILING REQUIREMENTS

A party filing a proposed statement on appeal or a response must serve a courtesy copy on the trial judge who presided over the proceedings.

A party filing a proposed statement on appeal under CRC 8.837, 8.869, or 8.916, or any response thereto, must separately serve the trial judge who presided over the relevant proceedings with a courtesy copy of the proposed statement on appeal or response.

Page 117 | Proposed Statements on Appeal—Service on Trial Judge

A party filing an application/motion for a proposed settled statement must serve a courtesy copy on the trial judge.

A party filing an application or motion, as applicable, to use a proposed settled statement on appeal under CRC 8.137, 8.346, or 8.407, or a proposed settled statement or any response thereto, must separately serve the trial judge who presided over the relevant proceedings with a courtesy copy of the application or motion, and the proposed settled statement, or response thereto.

Page 118 | B. Proposed Settled Statement on Appeal—Service on Trial Judge

Courtesy paper copies of specified pretrial documents must be delivered to the trial judge's department (or Court Services) by noon on the Friday before trial.

Unless the case settled at the Mandatory Settlement Conference or dismissed in full prior thereto, or unless otherwise ordered by the Court, the following items must be filed, with courtesy paper copies delivered to the department of the trial judge or with Court Services if no trial judge has yet been assigned, and served on all other parties by noon on the Friday before the date set for trial:

Civil cases

Page 7 | RULE 9 C. SERVICE AND LODGING OF DOCUMENTS

Each party must bring two copies of the CSC Statement to the Child Support Conference.

Each party shall bring two copies of the CSC Statement to the CSC.

Page 9

Each party must bring 2 copies of the Statement of Issues to the GSC.

Each party shall bring 2 copies of the Statement of Issues to the GSC.

Civil cases

Page 6 | 13.C Statement of Issues

A courtesy copy of a formal discovery motion must be delivered to the Court before whom the matter is scheduled to be heard.

A courtesy copy must be delivered to the Court before whom the matter is scheduled to be heard.

Page 2 | F. PRE-HEARING DISCOVERY

Each party must bring two copies of the Post-Mediation Hearing Statement form to the PMH.

Each party must bring two copies of this form to the PMH.

Page 41 | CONTESTED CASES

Each party must bring two copies of the Judicial Custody Conference Statement form to the JCC.

Each party must bring two copies of this form to the JCC.

Page 42 | CONTESTED CASES

Sealing & Redaction Procedures

If a motion or application to seal is denied, the moving party must notify the Court that the materials will be filed unsealed or refrain from relying on the materials, which will not be part of the record.

Upon denial of a motion or application to seal, the moving party must notify the Court that the materials are to be filed unsealed (CRC Rule 2.551(b)(b)) or refrain from relying on the materials, which will not be part of the record.

Civil cases

Page 13 | VII. LAW AND MOTION

A motion or application to seal must be heard no later than any motion relying on the materials for which sealing is sought.

Motions or applications to seal must be heard no later than any motion relying on the materials for which sealing is sought.

Civil cases

Page 13 | VII. LAW AND MOTION

Petitions must include two copies of documents, one unredacted and one redacted, in a sealed envelope marked 'confidential'.

The Petition must include two copies of the Juvenile Court documents or records requested for release in a sealed envelope marked “confidential” with a notation that the copies are lodged for review by the Court in connection with the Petition. Of the two copies, one set must be the unredacted version of the original documents selected from the Juvenile Court file, unaltered in any fashion. The second set must be submitted with redaction of all content that is not relevant to the underlying action for which any document is sought, and redaction of all content that may be inappropriate for release.

Page 4

Juvenile file documents lodged in adult court must be placed under seal and/or in a confidential envelope within the court file.

Any document from this juvenile file that must be lodged in adult court will be placed under seal and/or a confidential envelope within the court file.

Page 5

Parties must redact personal data identifiers (e.g., social security and financial account numbers) from all filed documents; motions to seal may be filed electronically, but documents conditionally lodged under seal must be served and submitted in paper form.

Except as provided in California rules of Court, Rules 2.500 through 2.507, an electronically filed document is a public document when it is filed unless it is sealed under California Rules of Court, rule 2.551(b) or filed as a confidential document as provided by law. Unless the document is confidential and/or will be filed under seal, to protect personal privacy, parties must not include, or must redact where inclusion is necessary, the personal data identifiers from all documents, including any exhibits, filed with the court under this rule, such as social security numbers, and financial account numbers. A motion to file documents under seal may be filed and served electronically. But, documents lodged with the court conditionally under seal, as provided in California Rule of Court, rule 2.551(d), must be served and submitted to the clerk of the court in paper form, pending hearing on the motion to seal.

Criminal cases

Page 9 | RULE 7 (a)

Records subject to a sealing motion are provisionally sealed while the motion is pending.

Records that are the subject of a motion or application to seal shall be provisionally sealed pending the determination of the motion to seal.

Criminal cases

Page 13 | Rule 16 E(2)

A court may seal a record only after making express factual findings of an overriding interest, prejudicial risk, narrow tailoring, and absence of less restrictive means.

Pursuant to California Rules of Court, Rule 2.550(d), the Court may order that a record be filed under seal only if it expressly finds facts that establish: (1) There exists an overriding interest that overcomes the right of public access to the records; (2) The overriding interest supports sealing the record; (3) A substantial probability exists that the overriding interest will be prejudiced if the record is not sealed; (4) The proposed sealing is narrowly tailored; and (5) No less restrictive means exist to achieve the overriding interest.

Criminal cases

Page 13 | Rule 16 D

Except as provided in E(3), any motion or application to seal a record shall be filed with the Court at least four Court days prior to the time set for the hearing of the motion or application.

Except as provided in E(3), any motion or application to seal a record shall be filed with the Court at least four Court days prior to the time set for the hearing of the motion or application.

Criminal cases

Page 13 | Rule 16 E(2)

In felony cases, sealed records are unsealed no later than completion of the preliminary examination unless a party requests continued sealing and the court makes the required findings.

In felony matters, if any record has been ordered sealed, the Court shall order that the record be unsealed no later than the completion of the preliminary examination unless a party to the proceedings requests that the record remain sealed and the Court makes express findings pursuant to Section D above.

Criminal cases

Page 14 | Rule 16 G(2)

In misdemeanor cases, sealed records are unsealed at arraignment unless a party requests continued sealing and the court makes the required findings.

In misdemeanor matters, if any record has been ordered sealed, the Court shall order that the record be unsealed at the time of arraignment unless a party to the proceedings requests that the record remain sealed and the Court makes express findings pursuant to Section D above to permit the continued sealing of the record.

Criminal cases

Page 14 | Rule 16 G(1)

De Facto Parents may receive only court-designated reports and materials, must retain them throughout the proceedings, use them only in the dependency context, and may not disseminate them further.

Henceforth, De Facto Parents are entitled to receive only those reports and materials from the legal file that the Court shall designate. Such materials shall be retained by the De Facto Parent throughout the dependency proceedings or until further order of the court. The materials shall be used by the De Facto Parent only in the context of the dependency proceedings and shall not be further disseminated.

Civil cases

Page 1 | Juvenile Dependency Court

Motions to seal may be e-filed, but conditionally-under-seal documents must be submitted in paper form pending resolution.

A motion to file documents under seal may be filed and served electronically. But, documents lodged with the court conditionally under seal, as provided in California Rule of Court, rule 2.551(d), must be served and submitted to the clerk of the court in paper form, pending hearing on the motion to seal.

Page 30 | RULE 7

Pursuant to California Rules of Court, Rule 2.550(d), the Court may order that a record be filed under seal only if it expressly finds facts that establish: (1) There exists an overriding interest that overcomes the right of public access to the records; (2) The overriding interest supports sealing the record; (3) A substantial probability exists that the overriding interest will be prejudiced if the record is not sealed; (4) The proposed sealing is narrowly tailored; and (5) No less restrictive means exist to achieve the overriding interest.

Pursuant to California Rules of Court, Rule 2.550(d), the Court may order that a record be filed under seal only if it expressly finds facts that establish: (1) There exists an overriding interest that overcomes the right of public access to the records; (2) The overriding interest supports sealing the record; (3) A substantial probability exists that the overriding interest will be prejudiced if the record is not sealed; (4) The proposed sealing is narrowly tailored; and (5) No less restrictive means exist to achieve the overriding interest.

Page 34 | RULE 16 PROTOCOL FOR SEALING OF RECORDS-CRIMINAL DIVISION - D. EXPRESS FACTUAL FINDINGS REQUIRED TO SEAL RECORDS

Juvenile case file and child welfare agency records must be treated as confidential and filed under seal via a prior request; noncompliant pleadings will be stricken.

All documents obtained from any juvenile case file or from any child welfare agency must be treated as confidential by all parties and attorneys pursuant to WIC 827, 827.10, and Cal. Rules, Rule 5.552. Any party who seeks to file with or present to the Family Court any juvenile case file or child welfare agency document or record must first present a request to file such documents under seal pursuant to Cal. Rules, Rules 2.550 and 2.551. Any pleading filed with the Family Court which attaches, recites or quotes any juvenile case file or child welfare agency record without a prior request and order to file under seal will be stricken from the Family Court file.

Page 38 | H. FILING REQUIREMENTS

If confidential request is denied, clerk keeps unredacted petition in confidential file for 15 days; minor may seek ex parte hearing; after 15 days it moves to public file.

If the request for confidentiality is denied, the Clerk must file and provisionally maintain the unredacted Petition for Gun Violence Restraining Order (form GV-100) or Gun Violence Emergency Protective Order (EPO-002) and any attachments in a confidential case file for 15 days from the date of filing. During the 15-day period, the minor, the minor’s legal guardian, or the attorney for the minor may file an ex parte motion to schedule a closed hearing on shortened time to determine whether there are additional facts that would support granting the request for confidentiality. Unless the court grants the request for confidentiality after the hearing, the Clerk must remove the Petition from the confidential case file after the 15-day period has expired and place it in the public file.

Page 50 | SPECIAL PROCEDURES FOR GUN VIOLENCE RESTRAINING ORDERS INVOLVING MINORS

Granted confidentiality requires information to be kept in a confidential case file and not in the public file.

If the request for confidentiality is granted, except as provided in subdivision (4), the information regarding the minor must be maintained in a confidential case file and must not become part of the public file in the proceeding unless otherwise ordered by the court.

Page 50 | SPECIAL PROCEDURES FOR GUN VIOLENCE RESTRAINING ORDERS INVOLVING MINORS

Filing Bundling Requirements

Entire sets of written discovery documents may never be lodged with or received by the Court; only extracts are permitted.

In no case will entire sets of written discovery documents be lodged or received.

Civil cases

Page 37 | XIV. TRIAL EXHIBITS > b. Submission of Exhibits

Entire deposition transcripts may never be received by the Court; only pertinent provisions or extracts may be used.

In no case will an entire transcript be received.

Civil cases

Page 37 | XIV. TRIAL EXHIBITS > c. Use of Deposition Transcripts

Proposed orders may not be submitted with moving papers before a hearing on a regularly noticed motion, unless ordered by the Court or required by statute or Rule of Court.

Proposed orders may not be submitted with moving papers before a hearing on a regularly noticed motion unless ordered by the Court or required by applicable statute or Rule of Court (such as motions to be relieved as counsel, petitions for compromise of minors' claims, orders on objections to evidence in summary judgment motions, pro hac vice applications, applications for writs of attachment, etc.).

Page 16 | RULE 8 B. PROPOSED ORDERS AFTER HEARING

If attachments to the Settlement Conference Statement collectively exceed twenty (20) pages, the attachments should be lodged with the Court separately from the Statement, and will be returned to the party at the conclusion of the MSC.

If attachments to the Settlement Conference Statement collectively exceed twenty (20) pages, the attachments should be lodged with the Court separately from the Statement, and will be returned to the party at the conclusion of the MSC.

Page 56 | Mandatory Settlement Conference

All final approval issues must be heard at the same time; if settling parties file separate motions for fees, incentive awards, or expense reimbursements, those motions must be set to be heard concurrently.

With rare exceptions, the Court will expect all issues related to final approval to be heard at the same time, including, without limitation, (a) final approval of the settlement itself, (b) approval of any attorneys’ fees request, (c) approval of incentive awards to class representatives, and (d) approval of expense reimbursements and costs of administration. If the settling parties elect to file Rev, 9/30/24 separate motions for any of these categories, separate reservations for hearings may be obtained, but the motions must be set

Civil cases

Page 6 | III. FINAL APPROVAL

If attachments to the Settlement Conference Statement collectively exceed twenty (20) pages, the attachments should be lodged with the Court separately from the Statement, and will be returned to the party at the conclusion of the MSC.

If attachments to the Settlement Conference Statement collectively exceed twenty (20) pages, the attachments should be lodged with the Court separately from the Statement, and will be returned to the party at the conclusion of the MSC.

Page 21 | Settlement Conference Statement

Pre-Motion Conference Requirements

Discovery motions may not be filed until the parties have meaningfully met and conferred and met with the Court for an Informal Discovery Conference.

No discovery motions may be filed until the parties have meaningfully met and conferred AND met with the Court for an Informal Discovery Conference.

Civil cases

Page 1 | Significant practice highlights (Introduction)

Discovery meet and confer obligations require an actual conference between counsel, which may be in-person, telephonic, or videoconference.

Discovery meet and confer obligations require an actual conference (in-person, telephonic, or videoconference) between counsel.

Civil cases

Page 11 | VI. DISCOVERY

Counsel and/or parties with full authority to resolve the discovery issues must appear at the IDC unless excused by the Court.

Counsel and/or parties with full authority to resolve the discovery issue(s) must appear at the IDC unless excused by the Court.

Civil cases

Page 11 | VI. DISCOVERY

Ex parte applications are discouraged except in unusual situations, will be decided on the papers unless the Court orders otherwise, and require strict compliance with CRC Rules 3.1200-3.1207 and Local Rules.

Ex parte applications are discouraged except in unusual situations. All ex parte applications will be determined on the papers unless the Court orders otherwise. Strict compliance with CRC Rules 3.1200-3.1207 and the Court’s Local Rules is required.

Civil cases

Page 11 | V. EX PARTE APPLICATIONS

If meet and confer does not resolve the dispute, parties must hold an Informal Discovery Conference (IDC) with the Court before filing any discovery motion, unless otherwise authorized by the Court.

If a resolution is not reached, parties are required to have an Informal Discovery Conference (IDC) with the Court before filing any discovery motion, unless otherwise authorized by the Court.

Civil cases

Page 11 | VI. DISCOVERY

Before the hearing of any motion, petition, or application, all counsel and self-represented parties must meet and confer in good faith in an effort to eliminate the necessity of the hearing.

Before the hearing of any motion, petition or application, all counsel and parties representing themselves shall meet and confer in a good faith effort to eliminate the necessity of the hearing.

Civil cases

Page 13 | VII. LAW AND MOTION

Except for cases assigned to one judge for all purposes, a Readiness Conference for cases on the Master Trial Calendar will be conducted on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Privately retained counsel and a representative of the District Attorney, Public Defender, Alternate Defender, and Independent Defender are required to be present. For each case set on the Master Trial Calendar for the following Monday, trial counsel must notify the court of trial readiness at the Readiness Conference, including matters of attorney availability, compliance with Penal Code section 1054 and sections (A)(3) and (A)(4) of this rule (below), exhaustion of settlement negotiations between trial counsel, and preparedness to argue motions in limine and conduct jury selection without delay upon assignment to a trial department.

Except for cases assigned to one judge for all purposes, a Readiness Conference for cases on the Master Trial Calendar will be conducted on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Privately retained counsel and a representative of the District Attorney, Public Defender, Alternate Defender, and Independent Defender are required to be present. For each case set on the Master Trial Calendar for the following Monday, trial counsel must notify the court of trial readiness at the Readiness Conference, including matters of attorney availability, compliance with Penal Code section 1054 and sections (A)(3) and (A)(4) of this rule (below), exhaustion of settlement negotiations between trial counsel, and preparedness to argue motions in limine and conduct jury selection without delay upon assignment to a trial department.

Criminal cases

Page 2 | RULE 4 HALL OF JUSTICE COURTHOUSE

Counsel must be prepared to participate in a Readiness Conference on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Counsel must advise whether each party will be ready to proceed, whether a continuance under Penal Code section 1050 will be sought and any objections thereto, whether there are requests for remote testimony and any objections thereto, and whether interpreters are needed. Each party must also provide an updated and accurate time estimate for the hearing.

Counsel must be prepared to participate in a Readiness Conference on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Counsel must advise whether each party will be ready to proceed, whether a continuance under Penal Code section 1050 will be sought and any objections thereto, whether there are requests for remote testimony and any objections thereto, and whether interpreters are needed. Each party must also provide an updated and accurate time estimate for the hearing.

Criminal cases

Page 5 | Preliminary Examinations - Readiness Notice (Long Cause)

All cases must have a mandatory pretrial conference before being set for jury trial.

All cases shall have a mandatory and meaningful pretrial conference before being set for jury trial.

Criminal cases

Page 8 | Rule 4(G) MISDEMEANOR DIVISION - Pretrial Calendars

To obtain a law and motion hearing date, the moving party must meet and confer on mutually agreeable dates, then follow the court website's civil law and motion procedure.

To obtain a law and motion hearing date in a case management department, the moving party must (a) meet and confer with the non-moving party or parties to identify mutually agreeable dates, and then (b) follow the procedure set forth on the civil law and motion section of the court's website at https://santaclara.courts.ca.gov.

Page 16 | RULE 8 A. SCHEDULING HEARINGS

Parties to attorney fee disputes must meet and confer at the outset of the dispute.

Parties to attorney fee disputes shall meet-and-confer at the outset of the dispute.

Page 104 | RULE 19 ATTORNEY FEE DISPUTES

Parties must be present at judicially supervised settlement conferences, or attorneys must have full settlement authority.

For all judicially supervised settlement conferences and long cause trials, parties are ordered present for the judicially supervised settlement conference or attorneys must have full settlement authority.

Page 1 | Judicially Supervised Settlement Conferences and Long Cause Trials

To reserve a hearing date, the moving party must meet and confer and follow the court's website procedure; only one date may be reserved per motion.

To obtain a law and motion hearing date in a case management department, the moving party must (a) meet and confer with the non-moving party or parties to identify mutually agreeable dates, and then (b) follow the procedure set forth on the civil law and motion section of the court’s website at https://santaclara.courts.ca.gov. Only one date may be reserved for any motion.

Civil cases

Page 6 | Rule 8(A)(2)

Motions in limine are not heard at the pre-trial conference.

The conference is not for the purpose of hearing motions in limine.

Civil cases

Page 19 | XII. PRE-TRIAL CONFERENCE

Counsel must meet and confer before each felony plea and misdemeanor pre-trial conference court appearance to discuss discovery, resolution proposals, collateral consequences, mitigation, and other case-disposition issues.

For felony plea and misdemeanor pre-trial conferences, counsel for the parties must meet and confer before each court appearance to discuss the exchange of discovery, proposals for early resolution, collateral consequences, mitigation materials, and any other issues that might impact case disposition.

Criminal cases

Page 7 | Rule 4 - Pre-hearing Meet and Confer

Counsel must be prepared to participate in a Readiness Conference on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Counsel must advise whether each party will be ready to proceed, whether a continuance under Penal Code section 1050 will be sought and any objections thereto, whether there are requests for remote testimony and any objections thereto, and whether interpreters are needed. Each party must also provide an updated and accurate time estimate for the hearing.

Counsel must be prepared to participate in a Readiness Conference on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Counsel must advise whether each party will be ready to proceed, whether a continuance under Penal Code section 1050 will be sought and any objections thereto, whether there are requests for remote testimony and any objections thereto, and whether interpreters are needed. Each party must also provide an updated and accurate time estimate for the hearing.

Page 26 | D. Felony Plea, Early Resolution, and Preliminary Hearing Departments (2)(b) Readiness Notice - i. Long Cause Preliminary Examinations

Adjournment & Extension Requirements

Continuances of hearing or trial dates are discouraged and may be denied even with party agreement, and stipulations to continue must propose a future hearing date or timeframe.

Continuances of hearing or trial dates are discouraged and the Court may not in some circumstances grant a request for continuance even if the parties are in agreement. Stipulations to continue a hearing or trial date must include a suggested future hearing date or a suggested timeframe for a future hearing date and must include a proposed order with a blank line for the Court to fill in a new hearing or trial date.

Civil cases

Page 9 | IV. GENERAL MATTERS

Moving parties must notify the Court as soon as possible of any matter to be taken off calendar or continued and must provide notice of continuances of hearings.

Counsel for moving parties must notify the Court as soon as possible regarding any matter to be taken off calendar or continued. Notice of continuances of hearings must be provided by the moving party.

Civil cases

Page 13 | VII. LAW AND MOTION

Dates scheduled with the Court may not be continued by stipulation of the parties without the Court's consent.

After a date is scheduled with the Court, it may not be continued by stipulation of the parties without the Court's consent.

Civil cases

Page 17 | IX. CASE MANAGEMENT AND REFERENCE ORDERS

Motions to continue matters on the Master Trial Calendar must be heard by the Supervising Judge at or before the Readiness Conference.

All motions to continue matters set on the Master Trial Calendar are heard by the Supervising Judge – Criminal at or before the Readiness Conference.

Criminal cases

Page 2 | RULE 4 HALL OF JUSTICE COURTHOUSE

A party intending to request a continuance or who cannot proceed must promptly inform all other counsel and then the court at least two court days before the hearing, absent unusual or exigent circumstances.

Except in unusual or exigent circumstances, any party intending to request a continuance or who cannot proceed in any matter set for hearing must promptly inform all other counsel and THEN inform the court assigned to hear the motion. This notification to the court must be at least two court days before the hearing.

Criminal cases

Page 6 | E. FELONY LAW AND MOTION CALENDAR - Motions to Continue

Any party seeking a continuance or intending not to proceed must promptly inform all other counsel and then the court.

Any party seeking a continuance or intending not to proceed in any matter set for hearing shall promptly inform all other counsel and thereafter inform the court.

Criminal cases

Page 8 | Rule 4(G) MISDEMEANOR DIVISION - Motions to Continue

Orders Shortening Time must be signed only by the hearing judge or designee, and the supporting declaration must set forth good cause and the facts concerning notice to and position of opposing counsel, co-counsel, and co-defendants' counsel.

Orders Shortening Time must be signed only by the judge hearing the motion or a designee. The declaration in support of the request for an Order Shortening Time must set forth good cause and must state the facts concerning notice to, and the position of, opposing counsel, co-counsel, and counsel for co-defendants.

Criminal cases

Page 9 | RULE 7 F(1)

Notice of intent to request an ex parte Order Shortening Time must be given to all parties by 10:00 a.m. the court day before the ex parte appearance, absent exceptional circumstances.

Notice of intent to request an ex parte Order Shortening Time must be given to all parties no later than 10:00 a.m. the court day before the ex parte appearance, absent a showing of exceptional circumstances that justify a shorter time for notice.

Criminal cases

Page 9 | RULE 7 F(2)

A request to file a motion past the last day to file must be accompanied by an affidavit stating good cause.

Any request to file a motion beyond a previously declared last day to file must be accompanied by an affidavit stating good cause for the motion to be filed past the deadline.

Criminal cases

Page 9 | RULE 7 E

Advance notice must be given to opposing counsel, co-counsel, and co-defendants' counsel for any application involving ex parte relief, including an Order Shortening Time.

Except as otherwise provided by law, for any application involving ex parte relief, including a request for an Order Shortening Time, advance notice must be given to opposing counsel, co-counsel and counsel for co-defendants.

Criminal cases

Page 10 | RULE 7 L(1)

Continuance seekers must promptly inform all other counsel and then the assigned court at least two court days before the hearing; in felony cases counsel must submit a calendar request to reset trial if needed.

Except in unusual or exigent circumstances, any party intending to request a continuance or who cannot proceed in any matter set for hearing must promptly inform all other counsel and THEN inform the court assigned to hear the motion. This notification to the court must be at least two court days before the hearing. It is counsel’s responsibility in felony cases to submit a calendar request to reset the trial date if continuing the motion will require a continuance of the trial date.

Page 27 | Criminal Rules - Motions to Continue

Parties seeking a continuance or not proceeding must promptly notify all counsel and then the court.

Any party seeking a continuance or intending not to proceed in any matter set for hearing shall promptly inform all other counsel and thereafter inform the court.

Page 29 | Misdemeanor Division

Extension of evaluation deadline requires written application with good cause, service on all parties, and a 10-day response period.

The time for completing the evaluation may be extended by the Court on the evaluator’s written application upon a showing of good cause. Any extension request must be served on all self-represented parties and attorneys. The Court will wait 10 calendar days before deciding any extension request, to allow parties the opportunity to respond. Any response must be submitted to the Court in writing with a proof of service on the opposing party or counsel, FCS, private evaluator.

Page 43 | Rule 2(C)(5)

Additional continuances require a written request to the APJ by 9:00 a.m. on the court day before the hearing, based on good cause.

No additional continuances will be granted except by a written request submitted to the APJ no later than 9:00 a.m. on the court day before the hearing, based on a showing of good cause.

Page 51 | G. CONTINUANCES (2) ADDITIONAL CONTINUANCES

One first continuance may be obtained by filing a signed stipulation or a signed letter confirming the other party's agreement, at least two court days before the hearing; this does not apply to restraining order hearings.

Before the first hearing date, if the moving papers have already been served and if the parties agree, one continuance may be obtained by filing at the Clerkʼs Office, at least two court days before the hearing, (1) a stipulation signed by both attorneys or self-represented parties; or (2) a letter signed by the requesting attorney or self-represented party confirming that the other party agrees to continue the hearing. This procedure for continuing the first hearing date does not apply to hearings on requests for domestic violence or other restraining orders.

Page 51 | G. CONTINUANCES (1) FIRST CONTINUANCE

Chambers Communication Rules

Parties must telephonically notify the Court as soon as a settlement is agreed upon before a hearing or trial date.

In the event a case settles before a court hearing or trial date, parties must telephonically notify the Court as soon as the disposition is agreed upon

Civil cases

Page 9 | IV. GENERAL MATTERS

Counsel must clear a hearing date with all other parties before contacting the Complex Litigation Clerk, providing the case name, case number, hearing type, requested hearing date, and the filing attorney's name and telephone number, with online reservations possibly available through CourtSchedule.

Counsel must first clear the hearing date with the other parties before contacting the Complex Litigation Clerk. You must provide the Court with the name of the case, the case number, type of hearing, hearing date requested, and name and telephone number of the filing attorney. Online hearing date reservations may be available on the Court's website through CourtSchedule.

Civil cases

Page 13 | VII. LAW AND MOTION

Notices of omission must be emailed as courtesy copies to appealsclerks@scscourt.org with a specified subject line.

Courtesy copies of notices of omission must also be emailed to appealsclerks@scscourt.org with a subject line that reads “COURTESY COPY re [trial court case name & number & title of document]” with this information provided for reference.

Page 3 | vi

Notices of omission must also be emailed as courtesy copies to appealsclerks@scscourt.org with a specified subject line.

In addition to being filed, a notice of omission from the appellate record submitted under CRC 8.155(b), 8.340(b), or 8.410(a) must be brought to the attention of the Superior Court appeals unit by emailing a courtesy copy of the notice to appealsclerks@scscourt.org with a subject line that reads “COURTESY COPY re [trial court case name & number & title of document]” with this information provided for reference.

Page 4 | C

No proceeding may be photographed, recorded, or re-broadcast without prior written court order.

No proceeding may be photographed, recorded (audio or video), or re-broadcast by any person who is personally present or who is appearing, participating, or observing remotely without prior written order of the court. (Cal. Rules of Court, rule 1.150; Super. Ct. Santa Clara County, General Local Rules, rule 2.)

Criminal cases

Page 1 | RULE 2 APPEARANCES

Each party must email the preliminary examination judges by 5 p.m. at least one court day before the hearing with readiness, PC 1050 continuance requests and objections, remote testimony requests and objections, interpreter needs, and an updated time estimate.

Each party must inform the preliminary examination judges via email by 5 p.m. at least one court day before the date set for the preliminary examination whether the party will be ready to proceed, whether a continuance under Penal Code section 1050 will be sought and any objections thereto, whether there are requests for remote testimony and any objections thereto, and whether interpreters are needed. Each party must also provide an updated and accurate time estimate for the hearing.

Page 27 | Family Violence Court - Preliminary Examination

Parties must notify the Court at the earliest opportunity of agreements to take hearings off calendar, and leave voicemail to the Courtroom Clerk and Duty Clerk by 9:00 a.m. the court day before the hearing with specified details.

Attorneys or self-represented parties shall notify the Court at the earliest opportunity of any agreement or request to take a hearing off calendar or if all issues to be considered at the hearing have been resolved. At least one of the parties or counsel must leave a voicemail message for the Courtroom Clerk that the hearing will be a “no-read” matter no later than 9:00 a.m. on the court day before the hearing. At the same time, a voicemail message must be left for the Duty Clerk at (408) 5345644, with the callerʼs name, the case name, number, hearing date and department, and reason for the message. If a message is left that the parties have agreed to continue the hearing, the parties should be prepared to proceed with the hearing if the Court does not agree to continue the matter.

Page 52 | I. MATTERS TAKEN OFF CALENDAR OR RESOLVED BEFORE HEARING (2)

Once the application is approved the parties must submit the Application and Order to the Family Court Settlement Officer [JSSC@scscourt.org]. Counsel must confer and notify the Family Court Settlement Officer regarding the agreed-upon date and time.

Once the application is approved the parties must submit the Application and Order to the Family Court Settlement Officer [JSSC@scscourt.org]. Counsel must confer and notify the Family Court Settlement Officer regarding the agreed-upon date and time.

Page 56 | Judicially Supervised Settlement Conference Program

Withdrawal of a motion must be immediately reported to the case management department by email or phone.

If any motion is withdrawn or to be taken off calendar for any reason, the parties must immediately notify the case management department of that withdrawal by email or telephone call to the department (in addition to notifying the clerk’s office).

Civil cases

Page 6 | Rule 8(C)

Withdrawal of an ex parte application must be immediately reported to the case management department by email or phone.

If the moving party decides to withdraw the ex parte application, they must immediately notify the case management department of the withdrawal by email or telephone call to the department (not the clerk’s office).

Civil cases

Page 6 | Rule 7(C)(8)

For cases in which a child is in out-of-home care pending a jurisdiction or disposition hearing and in which the court did not explicitly grant social worker discretion to return the child home pending jurisdiction or disposition, where no party objects to return, counsel shall contact the assigned judge via email to determine if a return to a parent pending the jurisdiction or disposition hearing is authorized.

For cases in which a child is in out-of-home care pending a jurisdiction or disposition hearing and in which the court did not explicitly grant social worker discretion to return the child home pending jurisdiction or disposition, where no party objects to return, counsel shall contact the assigned judge via email to determine if a return to a parent pending the jurisdiction or disposition hearing is authorized.

Civil cases

Page 2 | FOR GOOD CAUSE SHOWN, THE COURT FINDS AND ORDERS AS FOLLOWS:

The hearing date must be reserved through the Complex Litigation Clerk at (408) 882-5710 before filing; online reservations may be available through CourtSchedule.

The hearing date must be reserved through the Complex Litigation Clerk at (408) 882-5710 before filing. Doing so will ensure proper handling in the Court’s calendaring system and provide the mechanism for the issuance of a tentative ruling. Online hearing date reservations may be available on the Court’s website through CourtSchedule.

Civil cases

Page 1 | I. PRELIMINARY APPROVAL - A. NOTICED MOTION

Parties must leave voicemail messages for the Courtroom Clerk and Duty Clerk by 9:00 a.m. the court day before the hearing to notify of a no-read matter, including specified case information.

Attorneys or self-represented parties shall notify the Court at the earliest opportunity of any agreement or request to take a hearing off calendar or if all issues to be considered at the hearing have been resolved. At least one of the parties or counsel must leave a voicemail message for the Courtroom Clerk that the hearing will be a “no-read” matter no later than 9:00 a.m. on the court day before the hearing. At the same time, a voicemail message must be left for the Duty Clerk at (408) 5345644, with the callerʼs name, the case name, number, hearing date and department, and reason for the message. If a message is left that the parties have agreed to continue the hearing, the parties should be prepared to proceed with the hearing if the Court does not agree to continue the matter.

Page 17 | I. MATTERS TAKEN OFF CALENDAR OR RESOLVED BEFORE HEARING (2)

The SOC calendared by attorneys or self-represented parties must be set by agreement. Parties and attorneys may contact the Calendar Clerk at any time, but in no event later than 40 calendar days before the Mandatory Settlement Conference (MSC).

The SOC calendared by attorneys or self-represented parties must be set by agreement. Parties and attorneys may contact the Calendar Clerk at any time, but in no event later than 40 calendar days before the Mandatory Settlement Conference (MSC).

Page 19 | C. SETTLEMENT OFFICER CONFERENCE (SOC) AND CASE STATUS CONFERENCE

Rescheduling coordination for the JSSC must be handled through the Courtroom Clerk for the assigned Settlement Judge.

Any rescheduling coordination must be managed through the Courtroom Clerk for the assigned Settlement Judge.

Page 22 | H. JUDICIALLY SUPERVISED SETTLEMENT CONFERENCE PROGRAM (JSSC)

Junior Lawyer Participation Incentives

The Court strongly encourages parties and senior attorneys to allow junior lawyers to participate in all court proceedings, particularly in arguing motions the junior lawyer drafted or significantly contributed to.

The Court values the importance of the training of the next generation of trial lawyers, which must include substantive speaking opportunities in court. The Court strongly encourages the parties and senior attorneys to allow the participation of junior lawyers in all court proceedings, particularly in arguing motions where the junior lawyer drafted or contributed significantly to the motion or opposition.

Civil cases

Page 13 | VII. LAW AND MOTION

The Court strongly encourages senior attorneys to give junior lawyers an important role at trial, including examining witnesses.

The Court strongly encourages the parties and senior attorneys to permit junior lawyers to have an important role at trial, including the examination of witnesses.

Civil cases

Page 27 | XIII. TRIALS - GENERALLY

About Judicial Officer County of Santa Clara Superior Court of California

The Superior Court of California, County of Santa Clara is the state trial court serving Santa Clara County. It handles civil, criminal, family, juvenile, and probate matters.

The court's published procedures include juvenile justice, dependency, delinquency, probate, and a standing order on unadjudicated infractions.

Common questions about Santa Clara Superior Court rules

Are courtesy copies required in Santa Clara Superior Court?

Courtesy-copy rule applies for in limine motions, exhibit lists, witness lists, jury instruction requests, proposed special verdicts, stipulations, operative pleadings, statement of cases, and trial briefs. Details: delivery by noon friday before trial. Courtesy paper copies of specified pretrial documents must be delivered to the trial judge's department (or Court Services) by noon on the Friday before trial.

View ruleSource: page 7, section RULE 9 C. SERVICE AND LODGING OF DOCUMENTS

Does Santa Clara Superior Court require a pre-motion conference or letter before filing a motion?

Except for cases assigned to one judge for all purposes, a Readiness Conference for cases on the Master Trial Calendar will be conducted on the court day immediately preceding the Master Trial Calendar or as designated by the Supervising Judge – Criminal. Privately retained counsel and a representative of the District Attorney, Public Defender, Alternate Defender, and Independent Defender are required to be present.

View ruleSource: page 2, section RULE 4 HALL OF JUSTICE COURTHOUSE

What page or word limits apply to brief in Santa Clara Superior Court?

Santa Clara Superior Court's rule states these limits: 6 pages. Each side's Informal Discovery Conference brief is limited to no more than 6 pages.

View ruleSource: page 11, section VI. DISCOVERY

What page or word limits apply to evidentiary attachments in Santa Clara Superior Court?

Santa Clara Superior Court's rule states these limits: 10 pages. Evidentiary attachments to pleadings filed with Family Court must not exceed 10 pages, except orders to show cause re contempt or applications for wage assignments; Judicial Council form attachments are excluded.

View ruleSource: page 2, section H. FILING REQUIREMENTS

What formatting rules apply to filings in Santa Clara Superior Court?

Santa Clara Superior Court's formatting rule includes file format docx and when reasonably possible, mark up the official version of the instruction rather than retyping so changes are apparent to the court and other counsel. Submit proposed instructions in Word format. When reasonably possible, mark up the official version rather than retyping so the changes are apparent to the Court and other counsel.

View ruleSource: page 33, section Complex Civil Guidelines

What must be included with stipulations filings in Santa Clara Superior Court?

Counsel must confer before trial, attempt to stipulate, and reduce all stipulations to writing; written stipulations are filed and read aloud into the record during jury trials.

View ruleSource: page 27, section XIII. TRIALS - GENERALLY

What must be included with settlement conference statement filings in Santa Clara Superior Court?

Each party must file a Settlement Conference Statement at least 10 calendar days before the MSC, or 15 calendar days if service is by mail.

View ruleSource: page 55, section Mandatory Settlement Conference

How may parties contact Santa Clara Superior Court?

Counsel must clear a hearing date with all other parties before contacting the Complex Litigation Clerk, providing the case name, case number, hearing type, requested hearing date, and the filing attorney's name and telephone number, with online reservations possibly available through CourtSchedule.

View ruleSource: page 13, section VII. LAW AND MOTION

How does Santa Clara Superior Court handle sealed or redacted filings?

Petitions must include two copies of documents, one unredacted and one redacted, in a sealed envelope marked 'confidential'.

View ruleSource: page 4

How do I request an adjournment or extension in Santa Clara Superior Court?

Moving parties must notify the Court as soon as possible of any matter to be taken off calendar or continued and must provide notice of continuances of hearings.

View ruleSource: page 13, section VII. LAW AND MOTION

Does Santa Clara Superior Court require motion papers to be bundled?

Entire sets of written discovery documents may never be lodged with or received by the Court; only extracts are permitted.

View ruleSource: page 37, section XIV. TRIAL EXHIBITS > b. Submission of Exhibits

Is electronic filing required in Santa Clara Superior Court?

Yes. Electronic filing is required for the covered filings. Parties filing electronically must use one of the court's approved electronic filing service providers, with procedures available on the court's website.

View ruleSource: page 110, section D. ELECTRONIC FILING AND SERVICE PROCEDURES THAT APPLY IN ALL CASES, INCLUDING CRIMINAL

Are filing fees or waivers addressed in Santa Clara Superior Court?

A fee is required for covered filings, and the rule identifies waiver availability. FCS charges for evaluations; parties must submit deposits or fee waiver requests to FCS within five court days of the evaluation order.

View ruleSource: page 8, section CUSTODY EVALUATIONS AND BRIEF FOCUSED ASSESSMENTS (4)(h)

What filing deadlines does Santa Clara Superior Court set?

Private emergency screening hearing must be set within 21 days; all required participants must be present by 3 p.m.

View ruleSource: page 44, section Rule 2(C)(7)

What rule applies to service for application in Santa Clara Superior Court?

The moving party must send a copy of the application to FCS.

View ruleSource: page 80, section (3) W & I Code Section 329 Application

Does Santa Clara Superior Court encourage junior lawyer participation?

Yes. Santa Clara Superior Court rules include a junior lawyer participation incentive. The Court strongly encourages parties and senior attorneys to allow junior lawyers to participate in all court proceedings, particularly in arguing motions the junior lawyer drafted or significantly contributed to.

View ruleSource: page 13, section VII. LAW AND MOTION
Complete rules summary for Santa Clara Superior Court

The Court will not approve the Settlement Administrator's costs award until the final approval hearing, when admissible evidence supporting the request must be provided.

An SOC may be continued or vacated only upon a letter showing agreement of all parties, filed with the Court Clerk at least two court days before the scheduled SOC, and is deemed approved unless the FSCO Clerk notifies otherwise.

Drop box filings are checked once per court day at 4:00 p.m. and deemed received at that time on retrieval day.

The Court must set a review hearing within 94 calendar days of appointment; if no written objections are received within 10 calendar days before the hearing, no appearance is necessary.

Counsel must confer before trial, attempt to stipulate, and reduce all stipulations to writing; written stipulations are filed and read aloud into the record during jury trials.

Peer Court youth jurors and attorneys may be interviewed only with express permission of the minor and parents/guardians, and may not disclose identifying information or case details about the juvenile offender.

The Court will set a compliance review approximately 94 calendar days after appointment to confirm the Inventory and Appraisal and Notice have been filed and served.

Courtesy paper copies of specified pretrial documents must be delivered to the trial judge's department (or Court Services) by noon on the Friday before trial.

The Capacity Declaration may be designated confidential by attaching a completed Confidential Document Cover Sheet (PB-4003) when filed.

Each party must file a Settlement Conference Statement at least 10 calendar days before the MSC, or 15 calendar days if service is by mail.

Private emergency screening hearing must be set within 21 days; all required participants must be present by 3 p.m.

The personal representative should file a petition for confirmation of sale within 30 days after acceptance of a contract.

Witness lists should not be exaggerated. Only witnesses that a party expects to actually call should be listed, with a brief synopsis of the proposed testimony. In addition to the list contained in the statements, each list should also be prepared in the form attached as follows.

Parties filing electronically must use one of the court's approved electronic filing service providers, with procedures available on the court's website.

The temporary guardianship petition must state facts establishing urgency.

The Referral for Court Investigator form (PB-4005) must be submitted with the notice of hearing and the original accounting for review by the Court Investigator.

Moving parties must notify the Court as soon as possible of any matter to be taken off calendar or continued and must provide notice of continuances of hearings.

Unless the parties otherwise agree, the plaintiff is responsible for e-filing the ADR stipulation and order.

The moving party must send a copy of the application to FCS.

The party requesting criminal protective order modification must serve the Request on all parties and agencies, including the District Attorney, Adult Probation (if applicable), the accused, and the accused's attorney, at least five days before the hearing.

All represented parties must electronically send all briefs, motions in limine, and witness lists to all parties.

Counsel must email the assigned judge to determine if a child's return to a parent pending a jurisdiction or disposition hearing is authorized, and the judge will respond on an expedited basis.

Written objections with proof of service must be received by FCS within 15 calendar days of the mailing of the mediated agreement, or the agreement will be submitted to the Court.

Upon filing an affidavit or declaration, the Court may shorten the notice period to five days, permitting sale on the sixth day after publication.

A Referral for Investigator's Report (PB-4002) must be completed, signed under penalty of perjury, and submitted at filing, along with a color photograph of the proposed conservatee.

Motions to continue matters on the Master Trial Calendar must be heard by the Supervising Judge at or before the Readiness Conference.

A small claims party who settles before the hearing must notify the Court in writing at least one court day before the hearing, such as by filing a Request for Dismissal.

A blank RA-015 must be served on all parties with a request for remote-appearance approval.

Subpoenas for FCS records and the signed Protective Order must be served on FCS at least six weeks before the date the records are required.

For petitions filed by attorneys, the resentencing hearing must be set at least 35 days after filing.

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