Instructions writing a settlement conference statement (870.46 KB)

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Instructions: Writing A Settlement Conference Statement
This template was prepared by the Justice & Diversity Center, a nonprofit organization, and is not an official
court form. It can be used in certain civil lawsuits in the Northern District Court of California. Using this
template does not guarantee any result in your case

HOW TO GET LEGAL INFORMATION AND ADVICE
This packet provides general guidance about submitting a settlement conference statement. Before
submitting, make an appointment for free legal information and advice at one of the Legal Help Centers

If the case is assigned to a judge in the San Francisco, Oakland, or Eureka federal courthouse,
do one of the following:
Call the appointment scheduling line for the Federal Pro Bono Project: 415-782-8982
Sign up in the appointment book at either:
450 Golden Gate Ave., 15th Floor, Room 2796, San Francisco or
1301 Clay Street, 4th Floor, Room 470S, Oakland
Email us at [email protected]
This email is to schedule appointments only-no legal advice is given over email

If the case is assigned to a judge in the San Jose federal courthouse, do one of the following:
Call the appointment scheduling line for the Federal Pro Se Program: 408-297-1480
Monday to Thursday 9:00 am - 12:00 pm, drop in at
The Law Foundation of Silicon Valley, 152 North 3rd St., 3rd Floor, San Jose
Monday to Thursday 1:00 pm - 4:00 pm, drop in at
280 South 1st Street, 2nd Floor, Room 2070, San Jose
WHEN TO SUBMIT A SETTLEMENT CONFERENCE STATEMENT
Most Statements are due 7-10 days before the Settlement Conference. Check the Order from the
Settlement Judge

CHECKLIST: HOW TO PREPARE A SETTLEMENT CONFERENCE STATEMENT
 Review the Settlement Judge’s Order. This is a general template for a settlement conference
statement. Your settlement judge may have other requirements for what should be in the statement

The Order setting the date of the Settlement Conference usually tells you what information should be
included. You may need to add to or change this template. You can also visit the Legal Help Center
to get a template specific to your judge

 Add the case information. Fill in the blanks on the first page

07/20/2017 Instructions: Settlement Conference Statement 1 of 3
 Complete each section. You should fill out each Section. If you are not sure what to write, make an
appointment at the Legal Help Center

 Review, finalize, and sign. On the bottom of each page, fill in the case number and page numbers

Read the Statement to make sure it is correct and complete. Sign and date

 Prepare the Certificate of Service. Each document that you submit must be “served” on each other
party, usually by sending it in the mail. Follow the instructions on the Certificate of Service

 Mark your calendar. Put the settlement conference date on your calendar, and be sure to show up. If
you need help preparing for the Settlement Conference, make an appointment at the Legal Help
Center

SUBMITTING AND SERVING YOUR STATEMENT
1. Make copies. Once the documents are complete, make two copies of each. (If there is more than
one plaintiff or defendant, you will also need one copy for each of them.)
2. Submit the Statement. Deliver or mail the original plus two copies of the documents to the
Clerk’s Office at the courthouse where the Settlement Judge is located. The Clerk will take the
original and one copy. The other copy is for you to keep after the Clerk stamps it. If you file by
mail, include a self-addressed, stamped envelope so that the Clerk can send a copy back to you

3. Serve the Statement. Be sure the Statement and Certificate are served on each party

TIMELINE: SETTLEMENT CONFERENCE
The timeline below lists what generally happens after the Statements are filed. The Legal Help Centers (see
page 1) can provide guidance about these steps, and have many other templates for you to use in your case

If entire case settles, it is
Settlement Conference dismissed; if not, case
Statements submitted continues
Settlement Parties may continue to
Conference takes have settlement
place discussions if needed
STAY UP TO DATE
1. Update your contact information. File a notice with the Clerk right away if your address, email, or
phone number changes, or you may miss important deadlines, causing you to lose your case

2. Check your mail. Be sure to check regularly for documents from the Court and opposing side

3. A list of the documents that have been filed, and (usually) the documents themselves can be
viewed online. See Chapter 7 of the Handbook (below), and contact the Legal Help Centers

UNDERSTANDING THE LAWS AND RULES
The Legal Help Centers (see page 1) are the best resource for people without lawyers. There are other
resources for understanding the laws and rules of the Court:
07/20/2017 Instructions: Settlement Conference Statement 2 of 3
1. Handbook for Pro Se Litigants. The Handbook is a procedural guide for people who are
representing themselves. It was prepared by the Court and is available at the Clerk’s Office or on the
Court’s website at www.cand.uscourts.gov/prosehandbk

2. Legal Research Guide for Pro Se Litigants. The Guide provides information for people who are
representing themselves about how to do legal research, like finding statutes and decisions in other
cases. It was prepared by the Justice & Diversity Center and is available at the Legal Help Centers
and at www.cand.uscourts.gov/Legal-Help-Center-Templates

3. Federal Rules of Civil Procedure (“FRCP”). These Rules explain the procedures from filing
through trial for all civil cases in federal courts across the country, and are available at
www.uscourts.gov/sites/default/files/rules-of-civil-procedure.pdf

4. Local Rules. The Local Rules follow the same numbering as the FRCP, but generally provide more
detail. They apply in this District only, and are available at www.cand.uscourts.gov/localrules/civil

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1 Your name:
2 Address:
3
4 Phone Number:
5 E-mail Address:
6 Pro se
7
8 UNITED STATES DISTRICT COURT
9 NORTHERN DISTRICT OF CALIFORNIA
10 Division [check one]:  San Francisco  Oakland  San Jose  Eureka
11
)
12 ) Case Number: ____________________________
)
13 )
) [Check box for party submitting statement]:
14 Plaintiff, )
15 )  Plaintiff’s  Defendant’s
vs. )
) SETTLEMENT CONFERENCE STATEMENT
16
)
17 )
) DATE: _________________________________
18 )
) TIME: __________________________________
19 )
) SETTLEMENT JUDGE:
20 )
) Hon. _____________________________________
21 Defendant. )
22
23
24
25
26
27
28
SETTLEMENT CONFERENCE STATEMENT
CASE NUMBER: __________________________________; PAGE ___ OF ___ [JDC template -7/17]
1 1. FACTUAL BACKGROUND
Write a short version of the facts that led to the filing of this case

2
3 _________________________________________________________________________________
4 _________________________________________________________________________________
5 _________________________________________________________________________________
6 _________________________________________________________________________________
7 _________________________________________________________________________________
8 _________________________________________________________________________________
9 _________________________________________________________________________________
10 _________________________________________________________________________________
11 _________________________________________________________________________________
12 _________________________________________________________________________________
13 _________________________________________________________________________________
14 _________________________________________________________________________________
15 _________________________________________________________________________________
16 _________________________________________________________________________________
17 _________________________________________________________________________________
18 _________________________________________________________________________________
19 _________________________________________________________________________________
20 _________________________________________________________________________________
21 _________________________________________________________________________________
22 _________________________________________________________________________________
23 _________________________________________________________________________________
24 _________________________________________________________________________________
25 _________________________________________________________________________________
26 _________________________________________________________________________________
27 _________________________________________________________________________________
28 _________________________________________________________________________________
SETTLEMENT CONFERENCE STATEMENT
CASE NUMBER: __________________________________; PAGE ___ OF ___ [JDC template -7/17]
1 2. STATEMENT OF CLAIMS AND DEFENSES
List the plaintiff’s claims. If you are the defendant, also list your defenses to each of the claims

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_________________________________________________________________________________
19
_________________________________________________________________________________
20
_________________________________________________________________________________
21
_________________________________________________________________________________
22
_________________________________________________________________________________
23
_________________________________________________________________________________
24
_________________________________________________________________________________
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_________________________________________________________________________________
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_________________________________________________________________________________
27
_________________________________________________________________________________
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_________________________________________________________________________________
SETTLEMENT CONFERENCE STATEMENT
CASE NUMBER: __________________________________; PAGE ___ OF ___ [JDC template -7/17]
1 4. FACTS IN DISPUTE
If you and the opposing side disagree about the facts in this case, list each of those facts

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_________________________________________________________________________________
23
_________________________________________________________________________________
24
_________________________________________________________________________________
25
_________________________________________________________________________________
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_________________________________________________________________________________
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_________________________________________________________________________________
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SETTLEMENT CONFERENCE STATEMENT
CASE NUMBER: __________________________________; PAGE ___ OF ___ [JDC template -7/17]
1 6. ISSUES TO BE RESOLVED BEFORE SETTLEMENT
If there are any issues that if resolved now could help you settle this case, state those issues here. If
2
you are not aware of any such issues, leave this section blank

3 _________________________________________________________________________________
4 _________________________________________________________________________________
5 _________________________________________________________________________________
6 _________________________________________________________________________________
7 _________________________________________________________________________________
8 _________________________________________________________________________________
9 _________________________________________________________________________________
10 7. SETTLEMENT OFFERS
11 Describe any past settlement discussions between you and the other side. Then, write your current
settlement offer, including money and non-monetary relief

12
13 Past settlement offers by either side:
14 _________________________________________________________________________________
15 _________________________________________________________________________________
16 _________________________________________________________________________________
17 _________________________________________________________________________________
18 Current settlement offer:
19 _________________________________________________________________________________
20 _________________________________________________________________________________
21 _________________________________________________________________________________
22 _________________________________________________________________________________
23 _________________________________________________________________________________
24
25 Date: Sign Name:
26 Print Name:
27
28
SETTLEMENT CONFERENCE STATEMENT
CASE NUMBER: __________________________________; PAGE ___ OF ___ [JDC template -7/17]
1 Insert this page as needed to continue any section

2 _________________________________________________________________________________
3 _________________________________________________________________________________
4 _________________________________________________________________________________
5 _________________________________________________________________________________
6 _________________________________________________________________________________
7 _________________________________________________________________________________
8 _________________________________________________________________________________
9 _________________________________________________________________________________
10 _________________________________________________________________________________
11 _________________________________________________________________________________
12 _________________________________________________________________________________
13 _________________________________________________________________________________
14 _________________________________________________________________________________
15 _________________________________________________________________________________
16 _________________________________________________________________________________
17 _________________________________________________________________________________
18 _________________________________________________________________________________
19 _________________________________________________________________________________
20 _________________________________________________________________________________
21 _________________________________________________________________________________
22 _________________________________________________________________________________
23 _________________________________________________________________________________
24 _________________________________________________________________________________
25 _________________________________________________________________________________
26 _________________________________________________________________________________
27 _________________________________________________________________________________
28 _________________________________________________________________________________
SETTLEMENT CONFERENCE STATEMENT
CASE NUMBER: __________________________________; PAGE ___ OF ___ [JDC template -7/17]
1 CERTIFICATE OF SERVICE OF DOCUMENT OTHER THAN COMPLAINT
* You must serve each document you file by sending or delivering to the opposing side. Complete
2 this form, and include it with the document that you file and serve.*
3 1. Case Name: _____________________________ v. ________________________________
4 2. Case Number: _____________________________________________________________
5 3. What documents were served? Settlement Conference Statement
6 4. How was the document served? [check one]
7 Placed in U.S. Mail
8 Hand-delivered
9 Sent for delivery (e.g., FedEx, UPS)
10 Sent by fax (if the other party has agreed to accept service by fax)
11 5. Who did you send the document to? [Write the full name and contact information for
each person you sent the document.]
12
13 _____________________________________ _____________________________________
14 _____________________________________ _____________________________________
15 _____________________________________ _____________________________________
16 _____________________________________ _____________________________________
17 6. When were the documents sent? ______________________________________________
18
7. Who served the documents? [Whoever puts it into the mail, faxes, delivers or sends for
19 delivery should sign, and print their name and address. You can do this yourself.]
20 I declare under penalty of perjury under the laws of the United States that the foregoing
21 is true and correct

22 Signature: _____________________________________________________
23 Name: _____________________________________________________
24 Address: _____________________________________________________
25 _____________________________________________________
26
27
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CERTIFICATE OF SERVICE [JDC TEMPLATE Rev. 05/2017]

Page 1) can provide guidance about these steps, and have many other templates for you to use in your case. STAY UP TO DATE. 1. Update your contact information . File a notice with the Clerk right away if your address, email, or phone number changes, or you may miss important deadlines, causing you to lose your case. 2. Check your mail.

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Frequently Asked Questions

How do i prepare for a settlement conference?

Settlement conferences may be mandatory (required by the court) or voluntary. [1] Regardless of the type of settlement conference, you should prepare by thinking about what you want and the minimum amount you are willing to settle for. Talk about the case with a lawyer and then submit all required paperwork. Decide what you want.

When do i need to file a settlement statement?

Most Statements are due 7-10 days before the Settlement Conference. Check the Order from the Settlement Judge. CHECKLIST: HOW TO PREPARE A SETTLEMENT CONFERENCE STATEMENT

How do you write a settlement letter for a lawsuit?

Completing Paperwork Find out who will run the settlement conference. Summarize the dispute. Complete required forms. Gather your evidence. Seal or redact confidential information. Draft a settlement agreement, if necessary. Tell all parties about the conference.

What is a settlement conference in a divorce case?

Settlement conferences are used in all kinds of lawsuits, but they are very common in divorce and personal injury cases. The purpose of the conference is to resolve the dispute in a way that satisfies all parties to the lawsuit. Settlement conferences may be mandatory (required by the court) or voluntary. [1]

Instructions Writing A Settlement Conference Statement