Court Rules
Judge

Judge Kevin C. Lee

Individual Rules, Standing Orders & Policies

Rules last changed:
San Bernardino Superior Court

Limits & Logistics

Document Limits

Idc Brief
5 pgs
Mediation BriefCourt-wide
10 pgs

Courtesy Copies

Joint Witness List

  • 2 copies

Civil Unlimited Complaint

Court-wide
  • 1 copy

Adjournments

Court-wide

Request must include

Reason For RequestPrevious Requests Granted Or Denied
2Court Daysnotice
Reason For Request

Communication

Phone

Clerk

909-521-3519
Email
Court-wide
probatenotes@sb-court.org
Phone
Court-wide

Clerk

(909) 708-8678
Phone
Court-wide

Clerk

(760) 269-4869
Phone
Court-wide
Scheduling
Filters:AllMandatoryImportantFormattingSettlementMemorandaExhibitsProposed OrdersConferencesDiscoveryBinders/Tabs

Page & Word Limits1 rule

Page LimitsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

Joint briefs are not to exceed 5 pages, and individual briefs are not to exceed 3 pages.

Summary: Joint IDC briefs are limited to five pages, and individual IDC briefs are limited to three pages.

Joint Brief

5 pages

Individual Brief

3 pages

s26discoveryconferenceorder · Jan 2026
|SecTHE COURT ORDERS THE FOLLOWING:

Document Format Requirements6 rules

FormattingCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Motions in limine must comply with Local Rule 415.

Motions in limine shall comply with Local Rule 415.

FormattingCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Exhibits must be placed in three-ring binders, with one copy for the Court and one for the witnesses.

Exhibits shall be placed in 3-ring binders with one copy for the Court and one for the witnesses.

Layout & Binding
Binding Style
Three Ring Binder
FormattingCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Exhibits must be pre-marked in numerical order and Bates-stamped at the bottom of each page when they contain multiple pages.

Exhibits shall be pre-marked in nwnerical order and if multiple pages, bate stamped at the bottom of each page.

FormattingCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Parties must meet and confer and present a joint exhibit binder on the first day of trial, create one copy for the court and one for the clerk, and ensure all exhibits are premarked, Bates-stamped, and tagged.

Parties shall meet and confer and present this binder on the first day of trial. Two (2) copies of this binder need to be created, one for the Court and one for the Clerk. All exhibits must be pre-marked and bate stamped with exhibit tags.

FormattingCivil cases

Checked against the court's document on Oct 1, 2026Important

Deposition transcripts used at trial must be properly labeled and a copy must be created for the court's review.

Any transcripts retained from deposition need to be properly labeled and a copy needs to be created for the Court to review if any deposition testimony will be used during trial.

FormattingCivil cases

Not confirmed. Read the court's wording below.Mandatory?

On the date of the TRC, parties are to bring a three-ring binder with Joint documents that contain the following (if applicable) in the order listed below: 1. Table of Contents 2. Trial Brief 3. Printed Copies of the current operative pleadings (including complaint; answer; cross-complaint; if any, an answer to the cross complaint.) 4. Joint Exhibit List Provide the clerk with a valid email address; the clerk will then email parties an excel sheet to be completed by Counsel listing the joint exhibits. The list is to be emailed back to the clerk by day one of trial. 5. Joint Witness List listing the name, brief description, and the time estimate for each witness.

Summary: At the Trial Readiness Conference, parties must bring a three-ring binder containing, where applicable, the table of contents, trial brief, operative pleadings, joint exhibit list, and joint witness list in the stated order; the witness list must identify each witness, provide a brief description, and estimate testimony time.

Layout & Binding
Binding Style
Three Ring Binder

Document Filing Requirements44 rules

Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

A mandatory Settlement Conference Statement must be submitted directly in S26 at least three court days before the scheduled conference.

Mandatory Settlement Conference Statements are to be submitted directly in S26 three court days prior to the scheduled MSC.

Document Type

Settlement Conference Statement

Specific requirements detailed in rule text.
s26courtroomrulesandtrialorders · Jul 2026 · p. 1
|SecCOURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Plaintiff must submit a complete set of jury instructions with an itemized list of CACI and special instructions.

Plaintiff shall submit, in compliance with CRC Rule 2.1055, a complete set ofjury instructions with an itemized list of the CACI Instructions and Special Instructions.

Document Type

Plaintiff Jury Instructions

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The requesting party must electronically file a Notice of Hearing at least seven court days before the conference, including hearing information, briefing instructions, Zoom information, and proof of service.

Requesting party must also file a "Notice of Hearing" with the Court via "E-file", at least 7 Court Days prior to the meeting which should include the hearing information, briefing instructions, and zoom meeting information along with a proof of service.

Document Type

Notice Of Hearing

Content & Formatting
Certificate Of Service
s26discoveryconferenceorder · Jan 2026
|SecTHE COURT ORDERS THE FOLLOWING:
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Each party must electronically file an IDC brief containing a summary of the discovery issue at least seven court days before the conference.

Parties are instructed to file an "IDC Brief' via "E-file", with a summary of the discovery issue at least 7 Court days prior to the "IDC".

Document Type

Idc Brief

Specific requirements detailed in rule text.
s26discoveryconferenceorder · Jan 2026
|SecTHE COURT ORDERS THE FOLLOWING:
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must include a case summary covering the claims, their legal and factual basis, discovery, counsel’s merits investigation, anticipated trial recovery, and impediments to recovery.

5. A summary of the case, including the causes of action, the legal and factual basis for the claims, the discovery conducted to date, counsel’s investigation of the merits of the claims, the anticipated recovery if the case were to proceed to trial, and counsel’s assessment of any impediments to such recovery.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Counsel must submit a declaration explaining the settlement negotiations, arms-length negotiation, mediator use, discovery conducted and its type, and the fairness, adequacy, and reasonableness of the settlement.

3. A declaration by counsel addressing how the settlement was reached, that the settlement was negotiated at arms-length, whether a mediator was used in reaching the settlement terms, whether discovery (formal or informal) was conducted, the type of discovery (formal or informal) conducted, and why the settlement is fair, adequate, and reasonable for the class.

Document Type

Declaration

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must define the settlement’s gross amount, all deductions, whether amounts are exact or subject to a “not to exceed” amount, and the net settlement amount.

1. The defining of the key financial terms of the settlement, including the gross settlement amount, each deduction from the gross amount (attorney fees, litigation costs, settlement administrator fees, incentive fees, and all other deductions), whether exact or in a “not to exceed” amount, and the net settlement amount.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must include a copy of the Settlement Agreement signed by every party, not merely by counsel.

2. A copy of the Settlement Agreement signed by all parties (not just counsel).

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must define the class and aggrieved employees, class and PAGA periods, any limitations-period excess and its justification, estimated class size, and the number of payment periods when distribution is periodic.

4. The definition of the class and aggrieved employees, the class and PAGA periods and whether they exceed the statute of limitation period(s), and if yes, then why, the estimated number of class members and aggrieved employees, and if settlements shares are to be paid on a “weeks worked” or other periodic basis, the number of such periods.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must include the proposed class notice and explain notice procedures; it must identify any non-English language and, for English-only notice, provide a reasonable or justifiable reason other than cost.

15. A copy of the proposed written class notice, and its discussion of the procedures to be used for providing notice to the class, including if the class notice will be provided in any language other than English (e.g., Spanish), and, if not, the reasonable/justifiable reason why the class notice is only being provided in English (and the court will not accept cost as a reasonable excuse).

Document Type

Class Notice

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must state the proposed class-counsel fee award, explain its appropriateness, and identify whether fees and costs are paid by defendants or from settlement proceeds.

9. The proposed fee award to class counsel, including an analysis why the fee is appropriate, and whether the attorney fee and costs will be paid directly by defendants as part of the settlement, or whether the fee award and costs will be paid out of the settlement proceeds.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

If the class is not certified, counsel must submit findings supporting settlement certification, class counsel’s experience, and each representative’s services, participation, and lack of conflict.

10. If the class is not already certified, then a declaration by counsel addressing the necessary findings for settlement class certification, i.e., the settlement class is sufficiently numerous and ascertainable, the plaintiff’s claims are typical with the class, and common questions predominate. Also, a declaration by class counsel addressing the lawyer’s knowledge and experience handling class actions and related complex litigation. Lastly, a declaration from each class representative stating what the representative did as services to the class and participation in the litigation, and his/her lack of conflict with any putative class members.

Document Type

Declaration

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must identify the claims being settled, including claims not specifically alleged in the complaint, and describe the release provisions binding class members and defendants.

11. What claims are being settled, including any claims which are not specifically alleged in the class action complaint, and the scope of the release provisions which will bind the class members and the defendants.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must address related cases in other jurisdictions and their effect on this settlement; counsel must conduct a diligent and reasonable California-wide search and may not submit a declaration merely stating that counsel is unaware of other matters.

14. If there are related cases pending in other jurisdictions, what effect, if any, this settlement will have on the other actions. The Court will not grant preliminary or final approval without this information. The Court will not accept any declaration that states counsel “is unaware” of any other matters. Counsel must perform a diligent and reasonable search to determine if other matters exist throughout California.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The motion must specify the class-notice service method and explain why it is the best available method to reach the greatest number of class members.

16. Whether the class notice will be served by first-class mail, e-mail, publication, or other method, including an explanation why the chosen method is the best means available to reach the greatest number of class members.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Proof of service of the Notice of Settlement on the LWDA and the initial LWDA letter must be attached to the declaration or motion.

17. Proof of Service of the Notice of Settlement to the LWDA and the initial LWDA letter must both be attached to a declaration or the motion.

Document Type

Declaration

Content & Formatting
Certificate Of Service
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

If a claim form will be used, the motion must include a copy of the proposed claim form and discuss procedures for sending, receiving, and processing claims.

20. If a claim form is being used, a copy of the proposed claim form, and a discussion of procedures for sending, receiving, and processing claims.

Document Type

Motion For Preliminary Approval

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The class notice must inform the class about the claims, settlement terms, release, distribution, requested fees and expenses, representative incentive award, objection rights and requirements, final approval hearing, and opt-out rights and procedures.

18. Whether the class notice adequately informs the class about the claims, the terms of the settlement, the release of claims, their anticipated distribution, the amount of fees and expenses being requested by class counsel, the amount of any incentive award to the class representatives, the opportunity to object and the requirements for objections, the date and place of the final approval hearing, and any opportunity to opt-out of the settlement and the procedure for requesting exclusion.

Document Type

Class Notice

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

The proposed order must attach and incorporate by reference the Settlement Agreement, Class Notice, and Claim Form if used.

21. A proposed order granting preliminary approval of the class settlement which includes: a. A copy of the Settlement Agreement, Class Notice, and Claim Form (if being used) attached as exhibits and incorporated by reference.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Mandatory

Counsel must provide the clerk with a valid email address, complete the clerk-provided exhibit spreadsheet, and email the joint exhibit list to the clerk by the first day of trial.

4. Joint Exhibit List Provide the clerk with a valid email address; the clerk will then email parties an excel sheet to be completed by Counsel listing the joint exhibits. The list is to be emailed back to the clerk by day one of trial.

Document Type

Joint Exhibit List

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Important

Defendant's jury instructions should include additional instructions not previously submitted by Plaintiff and a list of objections to Plaintiff's instructions.

They should include any additional instructions not previously submitted by Plaintiff and a list of objections to Plaintiffs instructions.

Document Type

Defendant Jury Instructions

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Important

The IDC brief must include a list of the specific discovery requests in dispute.

This brief shall include a list of the specific discovery requests in dispute.

Document Type

Idc Brief

Specific requirements detailed in rule text.
s26discoveryconferenceorder · Jan 2026
|SecTHE COURT ORDERS THE FOLLOWING:
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Important

The motion must state whether the settlement amount depends on class-member claims and whether any remainder reverts to defendants.

6. Whether the settlement amount is dependent upon the number and amount of claims made by class members, with the remainder reverting to defendants.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Important

The motion must state estimated highest, lowest, and average individual recoveries and, for Wage & Hour and PAGA cases, the total work weeks or pay periods and estimated recovery per period.

8. The estimated highest, lowest, and average amount that class members and aggrieved employees will receive as their share of the settlement distribution. In class actions alleging Labor Code violations (“Wage & Hour Cases”) and PAGA, the total number of work weeks (or pay periods) and the estimated amount each class member and aggrieved employees will receive per work week (or pay period).

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Important

The motion must disclose any cy pres distribution of excess funds and, if one is provided, include a declaration establishing the propriety of the recipient and distribution under Code of Civil Procedure section 384.

7. Whether the settlement provides for a cy pres distribution of excess funds and, if so, a declaration demonstrating the propriety of the cy pres recipient and distribution under Code of Civil Procedure section 384.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 1
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Checked against the court's document on Oct 1, 2026Important

The motion must state whether anyone other than the third-party administrator will handle class notice and the receipt of objections or opt-outs.

19. Whether class notice and receipt of any objections or opt-outs will be handled by anyone other than the third-party administrator.

Document Type

Motion For Preliminary Approval

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

a. Joint witness list

Summary: A joint witness list is a required trial document.

Document Type

Joint Witness List

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

c. Joint Statement of the Case

Summary: A Joint Statement of the Case is a required trial document.

Document Type

Joint Statement Of The Case

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

d. Plaintiffs Jury Instructions/Special Verdict

Summary: Plaintiffs' jury instructions and special verdict are required trial documents.

Document Type

Plaintiff Jury Instructions Or Special Verdict

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

b. Joint exhibit list

Summary: A joint exhibit list is a required trial document.

Document Type

Joint Exhibit List

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

Exhibits must be marked and reviewed by all counsel before testimony starts.

Summary: All counsel must mark and review the exhibits before testimony begins.

Document Type

Exhibits

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

f. Motions in Limine

Summary: Motions in limine are required documents for trial.

Document Type

Motions In Limine

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

e. Trial briefs

Summary: Trial briefs are required documents for trial.

Document Type

Trial Briefs

Specific requirements detailed in rule text.
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

Failure to file the "Notice of Hearing" and the briefs will result for the "IDC" to be vacated.

Summary: Failure to file the Notice of Hearing and the briefs will result in the informal discovery conference being vacated.

Document Type

Notice Of Hearing

Specific requirements detailed in rule text.
s26discoveryconferenceorder · Jan 2026
|SecTHE COURT ORDERS THE FOLLOWING:
Filing RequirementsCivil cases

We could not find this wording in the court's document. Open the source before relying on it.Mandatory?

21. A proposed order granting preliminary approval of the class settlement which includes: b. Findings that the settlement is fair, adequate, and reasonable, and in the best interests of the absent class members.

Machine summary and details

Summary: The proposed order must include findings that the settlement is fair, adequate, reasonable, and in the best interests of the absent class members.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

We could not find this wording in the court's document. Open the source before relying on it.Mandatory?

21. A proposed order granting preliminary approval of the class settlement which includes: c. Finding the Class is provisionally certified (if not previously certified).

Machine summary and details

Summary: The proposed order must include a finding of provisional certification if the class has not previously been certified.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

We could not find this wording in the court's document. Open the source before relying on it.Mandatory?

21. A proposed order granting preliminary approval of the class settlement which includes: f. That the court retain jurisdiction pursuant to CCP 664.6 to enforce the settlement.

Machine summary and details

Summary: The proposed order must provide that the court retain jurisdiction under CCP 664.6 to enforce the settlement.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Mandatory?

21. A proposed order granting preliminary approval of the class settlement which includes:

Summary: The motion for preliminary approval must include a proposed order granting preliminary approval of the class settlement.

Document Type

Motion For Preliminary Approval

Content & Formatting
Proposed Order
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

We could not find this wording in the court's document. Open the source before relying on it.Mandatory?

21. A proposed order granting preliminary approval of the class settlement which includes: g. A briefing schedule and hearing date for final approval of settlement, including a filing of supplemental declarations by counsel and third-party administrators verifying proper service of class notice, and receipt of filing of written objections, and setting a schedule for any written response to objections, and submission for declarations and briefs in support of the requested fee award.

Machine summary and details

Summary: The proposed order must set the final-approval briefing schedule and hearing date, require supplemental declarations verifying proper service and objection handling, set a response schedule, and provide for declarations and briefs supporting the requested fee award.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

We could not find this wording in the court's document. Open the source before relying on it.Mandatory?

21. A proposed order granting preliminary approval of the class settlement which includes: e. The procedures and schedule for any objections, requests for exclusion, or claims submission by class members.

Machine summary and details

Summary: The proposed order must establish the procedures and schedule for class-member objections, requests for exclusion, and claims submissions.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Important?

Failure to obey this Order may result in Sanctions for the offending party pursuant to CCP 177.5.

Summary: Failure to obey the order may result in sanctions against the offending party under CCP 177.5.

Document Type

Idc Brief

Specific requirements detailed in rule text.
s26discoveryconferenceorder · Jan 2026
|SecTHE COURT ORDERS THE FOLLOWING:
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Important?

12. Any affirmative duties or obligations that the proposed settlement places upon class members.

Summary: The motion must disclose any affirmative duties or obligations imposed on class members by the proposed settlement.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

Not confirmed. Read the court's wording below.Important?

13. In Wage and Hour Cases, the percentage of the net settlement that is characterized as wages for income tax purposes, and whether the defendant will be paying employer-side payroll taxes on the wages portion separately from the gross settlement amount. If the employer-side payroll taxes are deducted from the gross settlement amount, the estimated amount of the deduction.

Summary: In Wage and Hour cases, the motion must state the wage percentage of the net settlement, whether employer payroll taxes will be paid separately, and any deduction from the gross settlement amount.

Document Type

Preliminary Approval Motion

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 2
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS
Filing RequirementsCivil cases

We could not find this wording in the court's document. Open the source before relying on it.Important?

21. A proposed order granting preliminary approval of the class settlement which includes: d. Approval of any third-party administrator.

Machine summary and details

Summary: The proposed order must include approval of any third-party administrator.

Document Type

Proposed Order

Specific requirements detailed in rule text.
s26checklistforpreliminaryapprovalofclassactionsettlements · p. 3
|SecMOTIONS FOR PRELIMINARY APPROVAL OF CLASS ACTION SETTLEMENTS

Filing & Service rules

Electronic Filing Rules

The IDC brief must be filed electronically.

Parties are instructed to file an "IDC Brief' via "E-file", with a summary of the discovery issue at least 7 Court days prior to the "IDC".

Checked and corrected to match the court's document on Oct 1, 2026 · Civil cases

Page 1 | THE COURT ORDERS THE FOLLOWING:

The Notice of Hearing must be filed electronically at least seven court days before the conference.

Requesting party must also file a "Notice of Hearing" with the Court via "E-file", at least 7 Court Days prior to the meeting

Checked and corrected to match the court's document on Oct 1, 2026 · Civil cases

Page 1 | THE COURT ORDERS THE FOLLOWING:

Filing Timing and Cure Windows

The mandatory Settlement Conference Statement is due in S26 three court days before the scheduled conference.

Mandatory Settlement Conference Statements are to be submitted directly in S26 three court days prior to the scheduled MSC.

Checked against the court's document on Oct 1, 2026 · Civil cases

Page 1 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

Defendant's jury instructions are due on the first day of trial.

Defendant's jury instructions are due on the first day of trial.

Checked against the court's document on Oct 1, 2026 · Civil cases

Page 2 | JURY INSTRUCTIONS

The Notice of Hearing filing deadline is at least seven court days before the conference.

Requesting party must also file a "Notice of Hearing" with the Court via "E-file", at least 7 Court Days prior to the meeting

Checked against the court's document on Oct 1, 2026 · Civil cases

Page 1 | THE COURT ORDERS THE FOLLOWING:

The IDC brief must be filed at least seven court days before the conference.

Parties are instructed to file an "IDC Brief' via "E-file", with a summary of the discovery issue at least 7 Court days prior to the "IDC".

Checked against the court's document on Oct 1, 2026 · Civil cases

Page 1 | THE COURT ORDERS THE FOLLOWING:

The enumerated trial documents must be filed at least five court days before trial.

The following documents are filed at least 5 Court Days prior to the trial:

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | TRIAL DOCUMENTS

Service and Proof of Service Rules

Counsel must advise witnesses of applicable witness rules and the Court's motions-in-limine rulings.

Counsel are required to advise the witnesses of any rules pertaining to them and of the Court's rulings on motions in limine.

Checked and corrected to match the court's document on Oct 1, 2026 · Civil cases

Page 2 | MOTIONS IN LIMINE

A witness generally may not be called without notice to all parties for the witness's intended testimony date, unless the Court approves in exceptional circumstances.

No witness may be called unless notice has been given to all parties on the date when the witness will testify absent court approval in exceptional circumstances.

Checked and corrected to match the court's document on Oct 1, 2026 · Civil cases

Page 2 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

All PowerPoint slides used in opening or closing must be shared with the opposing side.

All PowerPoint slides used in opening or closing must be shared with the opposing side.

Checked and corrected to match the court's document on Oct 1, 2026 · Civil cases

Page 2 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

Witness notice must be given no later than the end of the court day preceding the court day before the witness's testimony date.

Such notice shall be given no later than at the end of the court day preceding the court day before the witness is to testify. (e.g. Thursday session for next court session on fo11owing Monday).

Not confirmed. Read the court's wording below. · Civil cases

Page 2 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

A party receiving the standing trial order must notify an absent party and provide a copy of the order.

If one party is not present when the order is distributed, the party receiving the order shall give notice of this order and provide a copy.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | Opening provisions

Courtesy Copy Requirements

Two courtesy copies of the Joint Witness List must be provided to the clerk.

Two (2) courtesy copies of the Joint Witness List shall be provided to the Clerk.

Checked against the court's document on Oct 1, 2026 · Civil cases

Page 1 | I. JOINT TRIAL BINDER

Pre-Motion Conference Requirements

Informal Discovery Conferences are offered but are not required before the Court hears discovery motions.

Informal Discovery Conference ("IDC") are offered, however they are not required to be held prior to the Court hearing discovery motions.

Checked against the court's document on Oct 1, 2026 · Civil cases

Page 1 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

Scheduling an Informal Discovery Conference stays the deadline for filing discovery motions in complex civil matters.

Scheduling an IDC stays the deadline for filing discovery motions in complex matters.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

An informal discovery conference is offered before any party files a discovery motion.

Prior to any party filing any discovery motion in this action, the Court offers Informal discovery conferences (herein after IDC).

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | THE COURT ORDERS THE FOLLOWING:

The joint trial binder must include a joint list of issues and motions in limine with oppositions and replies arranged in order; counsel must meet and confer in good faith before filing and serving motions in limine and comply with Local Rule 415.

6. Joint list of the issues 7. Motions in Limine and Oppositions in order Type of motion followed by any opposition and replies. Counsel is instructed to meet and confer in good faith before filing and serving the Motions in Limine. Counsel shall comply with Local Rule 415.

Not confirmed. Read the court's wording below. · Civil cases

Page 2 | I. JOINT TRIAL BINDER

Parties in unlimited civil matters are encouraged, but not required, to stipulate to a stay.

Parties in unlimited civil matters are encouraged to stipulate to a stay.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

The informal discovery conference will be held by video conference using Zoom.

This meeting will be held by video conference via zoom.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | THE COURT ORDERS THE FOLLOWING:

Chambers Communication Rules

Parties may contact the Judicial Assistant at 909-521-3519 for information about discovery conferences.

Please refer to the "Discovery Conference Order" posted online and/or Contact the Judicial Assistant at 909-521-3519 for more information.

Not confirmed. Read the court's wording below. · Civil cases

Page 1 | COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

Court-wide rules

Applies court-wide

These 248 rules apply across San Bernardino Superior Court. Where this judge's own standing orders above address the same topic, the judge's requirement controls.

Filing Requirements

All 129
  • Applies to
    Form GC-010

    Counsel seeking inclusion on the Probate court appointed counsel list must complete and submit Form GC-010, with a new form due by March 31 of the following year and each subsequent year.

  • Applies to
    Financial evaluation form

    A person furnished appointed defense services in a criminal case must complete and submit a court financial evaluation form upon appointment.

  • Applies to
    Complaint

    A civil action filed in the court must include a Certificate of Assignment form attached to the complaint or petition.

Filing Timing

All 36
  • Deadline
    5 business days

    IFHMB must receive the mediation request form at least five business days before the court-noticed mediation date.

  • The parties must immediately notify the court and file the Notice of Settlement after settling the case.

  • The Notice of Status of Removed Case must be filed no later than 15 days before the case-management or trial-setting conference.

Service

All 33
  • Applies to
    Mediation brief
    Service
    Email

    An elected mediation brief must be emailed to the two identified IFHMB addresses at least five days before mediation.

  • Applies to
    Initial trial setting conference statement

    The Initial Trial Setting Conference Statement must be served no later than 10 days before the conference.

  • Applies to
    At issue memorandum

    The At Issue Memorandum must be served no later than 15 days before the trial setting conference.

Adjournments

All 13
  • A continuance of the first-set trial date must be requested by a written stipulation of all parties, without an ex parte application, filed at least 15 days before the trial date.

  • Requests for continuances are governed by California Rule of Court, Rule 3.1332.

  • A party seeking a continuance or not intending to proceed must notify the Judicial Assistant and opposing counsel as soon as possible and no later than 4:30 p.m. on the second court day before the hearing.

About Judge Kevin C. Lee

Department S26, San Bernardino Justice Center, 247 W. Third Street, San Bernardino, CA. 92415

Common questions about Judge Kevin C. Lee's rules

Are courtesy copies required for Judge Kevin C. Lee?

Courtesy-copy rule applies for joint witness lists. Details: 2 copies. Two courtesy copies of the Joint Witness List must be provided to the clerk.

View ruleSource: page 1, section I. JOINT TRIAL BINDER

Does Judge Kevin C. Lee require a pre-motion conference or letter before filing a motion?

Judge Kevin C. Lee's rules set a pre-motion procedure for discovery. Scheduling an Informal Discovery Conference stays the deadline for filing discovery motions in complex civil matters.

View ruleSource: page 1, section COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

What page or word limits apply to idc brief before Judge Kevin C. Lee?

Judge Kevin C. Lee's rule states these limits: 5 pages; 3 pages. Joint IDC briefs are limited to five pages, and individual IDC briefs are limited to three pages.

View ruleSource: page 1, section THE COURT ORDERS THE FOLLOWING:

What formatting rules apply to filings before Judge Kevin C. Lee?

Judge Kevin C. Lee's formatting rule includes binding three ring binder and prepare one copy for the court and one copy for the witnesses. Exhibits must be placed in three-ring binders, with one copy for the Court and one for the witnesses.

View ruleSource: page 2, section EXHIBITS

What must be included with settlement conference statement filings before Judge Kevin C. Lee?

The rule identifies required filing content or certificates. A mandatory Settlement Conference Statement must be submitted directly in S26 at least three court days before the scheduled conference.

View ruleSource: page 1, section COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

What must be included with joint witness list filings before Judge Kevin C. Lee?

The rule identifies required filing content or certificates. A joint witness list is a required trial document.

View ruleSource: page 1, section TRIAL DOCUMENTS

How may parties contact Judge Kevin C. Lee's chambers?

The rule addresses phone communications with Judge Kevin C. Lee's clerk. The rule lists phone 909-521-3519. Parties may contact the Judicial Assistant at 909-521-3519 for information about discovery conferences.

View ruleSource: page 1, section COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

Is electronic filing required before Judge Kevin C. Lee?

Yes. Electronic filing is required for the covered filings. The Notice of Hearing must be filed electronically at least seven court days before the conference.

View ruleSource: page 1, section THE COURT ORDERS THE FOLLOWING:

What filing deadlines apply to settlement conference statement filings before Judge Kevin C. Lee?

The mandatory Settlement Conference Statement is due in S26 three court days before the scheduled conference.

View ruleSource: page 1, section COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS

What rule applies to service for powerpoint slides before Judge Kevin C. Lee?

The rule addresses service method, recipient, or timing requirements. Details: recipient: the opposing party. All PowerPoint slides used in opening or closing must be shared with the opposing side.

View ruleSource: page 2, section COURTROOM RULES, TRIAL ORDERS, and SUA SPONTE RULINGS
Complete rules summary for Judge Kevin C. Lee

Informal Discovery Conferences are offered but are not required before the Court hears discovery motions.

Scheduling an Informal Discovery Conference stays the deadline for filing discovery motions in complex civil matters.

Parties in unlimited civil matters are encouraged, but not required, to stipulate to a stay.

Parties may contact the Judicial Assistant at 909-521-3519 for information about discovery conferences.

A mandatory Settlement Conference Statement must be submitted directly in S26 at least three court days before the scheduled conference.

The mandatory Settlement Conference Statement is due in S26 three court days before the scheduled conference.

The enumerated trial documents must be filed at least five court days before trial.

All PowerPoint slides used in opening or closing must be shared with the opposing side.

A joint witness list is a required trial document.

A joint exhibit list is a required trial document.

A Joint Statement of the Case is a required trial document.

Plaintiffs' jury instructions and special verdict are required trial documents.

Trial briefs are required documents for trial.

Motions in limine are required documents for trial.

Exhibits must be pre-marked in numerical order and Bates-stamped at the bottom of each page when they contain multiple pages.

All counsel must mark and review the exhibits before testimony begins.

Exhibits must be placed in three-ring binders, with one copy for the Court and one for the witnesses.

Plaintiff must submit a complete set of jury instructions with an itemized list of CACI and special instructions.

Defendant's jury instructions are due on the first day of trial.

Defendant's jury instructions should include additional instructions not previously submitted by Plaintiff and a list of objections to Plaintiff's instructions.

Motions in limine must comply with Local Rule 415.

Counsel must advise witnesses of applicable witness rules and the Court's motions-in-limine rulings.

A witness generally may not be called without notice to all parties for the witness's intended testimony date, unless the Court approves in exceptional circumstances.

Witness notice must be given no later than the end of the court day preceding the court day before the witness's testimony date.

An informal discovery conference is offered before any party files a discovery motion.

The informal discovery conference will be held by video conference using Zoom.

The requesting party must electronically file a Notice of Hearing at least seven court days before the conference, including hearing information, briefing instructions, Zoom information, and proof of service.

Each party must electronically file an IDC brief containing a summary of the discovery issue at least seven court days before the conference.

The Notice of Hearing must be filed electronically at least seven court days before the conference.

The Notice of Hearing filing deadline is at least seven court days before the conference.

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