Court Rules
Judge

Judge Terrie E. Roberts

Individual Rules, Standing Orders & Policies

Rules last changed:
San Diego Superior Court

Limits & Logistics

Courtesy Copies

Trial Readiness Conference Report

  • Upon Filing

Adjournments

  • A trial date will not be continued on an ex parte application to advance a motion unless requested in the alternative or stipulated to.
  • Continuance requests may be made by ex parte motion or by stipulation.

Request must include

Proposed New Dates

Communication

Phone

Clerk

619-450-7328
Scheduling
Phone

Clerk

619-450-7068
Scheduling
Phone

Clerk

Scheduling
Filters:AllMandatoryImportantEvidence/WitnessesJuryExhibitsTOC/TOAProposed OrdersConferences

Document Filing Requirements7 rules

Filing Requirements

Checked against the court's document on Sep 21, 2026Mandatory

The Joint Trial Notebook presented at Trial Call must contain a Table of Contents.

At Trial Call, trial counsel and self-represented litigants are required to present their Joint Trial Notebook, which must contain the following: 1. Table of Contents;

Document Type

Joint Trial Notebook

Content & Formatting
Table Of Contents
Filing Requirements

Checked against the court's document on Sep 21, 2026Important

Special verdict forms should follow CACI, include all causes of action and all parties, be complete, and be on pleading paper without any firm's name.

Special Verdict Forms - either an agreed-upon forms or each side’s proposed forms. The forms should follow CACI as closely as possible and include all cause of actions and all parties. The verdict forms should be complete and on pleading paper without any firm’s name.

Document Type

Special Verdict Form

Specific requirements detailed in rule text.
Filing Requirements

Checked against the court's document on Sep 21, 2026Important

Proposed stipulated protective orders are approved only if their language is consistent with the Court's stated policy.

Proposed Stipulated Protective Orders for protection of confidential information will only be approved by the Court if the language in the proposed order is consistent with the Court's stated policy.

Document Type

Proposed Protective Order

Specific requirements detailed in rule text.
department 68 policies and procedures · Jul 2026 · p. 3
|SecStipulated Protective Orders Re: Confidential Information
Filing Requirements

Checked against the court's document on Sep 21, 2026Important

The Joint Witness List must include a short description of each witness.

Copy of Joint Witness List with a short description of the witness (i.e. "Dr. Jane Smith, an internist from Mercy Hospital");

Document Type

Witness List

Specific requirements detailed in rule text.
Filing Requirements

Checked against the court's document on Sep 21, 2026Important

Jury instructions must be submitted in sequential order, with post-it notes marking any objected-to instructions and indicating who objects and the basis.

Jury Instructions - One set in sequential order with post-it notes on any objected-to instructions, indicating who objects, and the basis for the objection;

Document Type

Jury Instructions

Specific requirements detailed in rule text.
Filing Requirements

Checked against the court's document on Sep 21, 2026Important

The Joint Exhibit List must follow the grid format from the Advance Trial Review Orders.

Copy of Joint Exhibit List (follow grid format on attachment to the Advance Trial Review Orders);

Document Type

Exhibit List

Specific requirements detailed in rule text.
Filing Requirements

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

The Joint Trial Readiness Conference Report must contain the following: a. Agreed-upon, non-argumentative statement of the case; b. Joint Witness List in alphabetical order; c. Joint Exhibit List with objections or stipulations noted on the exhibit list, numbered sequentially. NOTE: the Court expects the parties to have met in person or remotely and exchanged/reviewed ALL exhibits except for true impeachment, prior to submitting the TRC Report; d. Joint list of jury instructions, together with an index, in the order in which they are requested to be given, with objections noted; and e. Proposed Verdict Form(s).

Summary: The Joint Trial Readiness Conference Report must include a statement of the case, witness list, exhibit list, jury instructions, and proposed verdict form.

Document Type

Trial Readiness Conference Report

Content & Formatting
Exhibit List
Statement Of Facts

Filing & Service rules

Filing Timing and Cure Windows

Parties must file a Case Management Conference statement 15 calendar days before the first CMC.

Parties shall file a CMC statement 15 calendar days before the very first CMC.

Checked against the court's document on Sep 21, 2026

Page 1 | Calendars - Case Management Conferences

Trial counsel and self-represented litigants must file the Joint Trial Readiness Conference Report at least 5 court days before the TRC and provide a courtesy copy to the department.

At least five (5) court days prior to the TRC, trial counsel and self-represented litigants must file their completed Joint Trial Readiness Conference Report with a courtesy copy provided to the department.

Checked against the court's document on Sep 21, 2026

Page 2 | Trial Readiness Conferences

Motions in Limine must be filed five court days before trial call.

Motions in Limine must be filed five (5) court days prior to trial call

Checked against the court's document on Sep 21, 2026

Page 3 | Trials

Oppositions to Motions in Limine are due two court days before trial.

Opposition to Motions in Limine are due two (2) court days prior to trial

Checked against the court's document on Sep 21, 2026

Page 3 | Trials

Continued CMCs do not require a new statement unless there are substantial changes or trial availability changes.

Continued CMC’s do not require a new statement unless there have been substantial changes in the matter or the party’s availability for trial has changed.

Checked against the court's document on Sep 21, 2026

Page 1 | Calendars - Case Management Conferences

Ex parte moving papers must be filed by 10:00 a.m. the day before the hearing and require the appropriate fee.

Moving papers are due by 10:00 a.m. on the day prior to the hearing, with the appropriate fee.

Not confirmed. Read the court's wording below.

Page 1 | Calendars - Ex Parte Hearings

Filing Fees and Waivers

Ex parte moving papers require the appropriate filing fee.

Moving papers are due by 10:00 a.m. on the day prior to the hearing, with the appropriate fee.

Not confirmed. Read the court's wording below.

Page 1 | Calendars - Ex Parte Hearings

Courtesy Copy Requirements

A courtesy copy of the Joint Trial Readiness Conference Report must be provided to the department.

At least five (5) court days prior to the TRC, trial counsel and self-represented litigants must file their completed Joint Trial Readiness Conference Report with a courtesy copy provided to the department.

Checked and corrected to match the court's document on Sep 21, 2026

Page 2 | Trial Readiness Conferences

Sealing & Redaction Procedures

Documents may be filed under seal only in compliance with California Rules of Court Rule Nos. 2.550 and 2.551.

The Court requires adherence with statutory procedures to file documents under seal. The Court will not order any document sealed which is not submitted in accordance with California Rules of Court, Rule Nos. 2.550 and 2.551.

Checked and corrected to match the court's document on Sep 21, 2026

Page 3 | Stipulated Protective Orders Re: Confidential Information

Documents submitted conditionally under seal will not be sealed unless the party complies with CRC Rule Nos. 2.550, 2.551, and 3.1302(b).

Documents submitted "conditionally under seal" will not be sealed unless the submitting party complies with CRC Rule Nos. 2.550, 2.551, and 3.1302(b).

Checked and corrected to match the court's document on Sep 21, 2026

Page 3 | Stipulated Protective Orders Re: Confidential Information

Supporting documents filed under seal for any motion are governed by CRC Rules 2.550/2.551, and the motion is not determined until a noticed motion to seal is calendared and decided; Rule 2.550 does not apply to discovery motions.

If a party desires to file supporting documents under seal for any motion, CRC Rule Nos. 2.550 and 2.551 apply. The motion will not be determined until a noticed motion to seal has been calendared and decided. Note: CRC Rule No. 2.550 does not apply to discovery motions and records filed or lodged in connection with discovery motions or proceedings.

Checked against the court's document on Sep 21, 2026

Page 3 | Filing Documents under Seal

The Court prefers to accept confidential documents as lodged documents for discovery and other motions, returning them to the submitting party after determination.

For determination of discovery and other motions, the Court prefers to accept confidential documents as "lodged documents." All lodged documents are returned to the submitting party upon the Court's determination of the motion or application. (CRC Rule No. 3.1302(b).)

Checked and corrected to match the court's document on Sep 21, 2026

Page 3 | Lodged Documents

Pre-Motion Conference Requirements

If a party has filed three or more discovery motions, the Court will not hear them until an Informal Discovery Conference is held.

if a party has filed three or more discovery motions, the Court will not hear the motions prior to an IDC being held.

Checked against the court's document on Sep 21, 2026

Page 1 | Calendars - (New) Informal Discovery Conferences

Adjournment & Extension Requirements

Continuance requests may be made by ex parte motion or by stipulation.

Requests for continuances may be done either by ex parte motion or by stipulation.

Checked against the court's document on Sep 21, 2026

Page 3 | Continuances

A trial date will not be continued on an ex parte application to advance a motion unless requested in the alternative or stipulated to.

If the application is to advance a motion date, in the event an earlier date is not available, the trial date will not be continued unless it was requested in the alternative or it is stipulated to.

Not confirmed. Read the court's wording below.

Page 1 | Calendars - Ex Parte Hearings

Chambers Communication Rules

Ex parte matters must be scheduled by calling the Calendar Clerk only.

Ex Parte matters are scheduled Tuesdays, Wednesdays, and Thursdays at 8:45 am, by calling the Calendar Clerk only.

Checked against the court's document on Sep 21, 2026

Page 1 | Calendars - Ex Parte Hearings

To appear remotely at Trial Call, counsel or self-represented litigants must obtain approval by contacting the courtroom clerk 48 hours before the hearing.

If counsel or the self-represented litigant is unable to personally appear, you must obtain approval to appear remotely by contacting the courtroom clerk at 619-450-7068, 48 hours before the hearing.

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

Page 2 | Trial Calls

Parties are encouraged to schedule an Informal Discovery Conference by calling the calendar clerk.

Parties are encouraged to schedule an IDC by calling the calendar clerk at 619-450-7328, to help resolve disputes without the need for a formal motion.

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

Page 1 | Calendars - (New) Informal Discovery Conferences

About Judge Terrie E. Roberts

Judge Terrie E. Roberts serves on the Superior Court of California, County of San Diego, the state trial court for San Diego County. The court handles trial court matters for the county.

This judge's published procedures are found in the Department 68 Policies and Procedures document.

Common questions about Judge Terrie E. Roberts's rules

Are courtesy copies required for Judge Terrie E. Roberts?

Courtesy-copy rule applies for trial readiness conference reports. Details: delivery upon filing. A courtesy copy of the Joint Trial Readiness Conference Report must be provided to the department.

View ruleSource: page 2, section Trial Readiness Conferences

Does Judge Terrie E. Roberts require a pre-motion conference or letter before filing a motion?

Judge Terrie E. Roberts's rules set a pre-motion procedure for discovery. If a party has filed three or more discovery motions, the Court will not hear them until an Informal Discovery Conference is held.

View ruleSource: page 1, section Calendars - (New) Informal Discovery Conferences

What must be included with trial readiness conference report filings before Judge Terrie E. Roberts?

The rule requires exhibit list and statement of facts. The Joint Trial Readiness Conference Report must include a statement of the case, witness list, exhibit list, jury instructions, and proposed verdict form.

View ruleSource: page 2, section Trial Readiness Conferences

What must be included with joint trial notebook filings before Judge Terrie E. Roberts?

The rule requires table of contents. The Joint Trial Notebook presented at Trial Call must contain a Table of Contents.

View ruleSource: page 2, section Trial Calls

How may parties contact Judge Terrie E. Roberts' chambers?

The rule addresses phone communications with Judge Terrie E. Roberts' clerk. Ex parte matters must be scheduled by calling the Calendar Clerk only.

View ruleSource: page 1, section Calendars - Ex Parte Hearings

How does Judge Terrie E. Roberts handle sealed or redacted filings?

Judge Terrie E. Roberts's rules set procedures for sealed or redacted filings. Documents may be filed under seal only in compliance with California Rules of Court Rule Nos. 2.550 and 2.551.

View ruleSource: page 3, section Stipulated Protective Orders Re: Confidential Information

How do I request an adjournment or extension before Judge Terrie E. Roberts?

Advance notice is not fully stated in the structured details. The request must include proposed new dates. A trial date will not be continued on an ex parte application to advance a motion unless requested in the alternative or stipulated to.

View ruleSource: page 1, section Calendars - Ex Parte Hearings

Are filing fees or waivers addressed before Judge Terrie E. Roberts?

A fee is required for covered filings. Ex parte moving papers require the appropriate filing fee.

View ruleSource: page 1, section Calendars - Ex Parte Hearings

When is a filing treated as filed before Judge Terrie E. Roberts?

The rule states a 10:00 AM filing cutoff. Ex parte moving papers must be filed by 10:00 a.m. the day before the hearing and require the appropriate fee.

View ruleSource: page 1, section Calendars - Ex Parte Hearings
Complete rules summary for Judge Terrie E. Roberts

Ex parte matters must be scheduled by calling the Calendar Clerk only.

Ex parte moving papers must be filed by 10:00 a.m. the day before the hearing and require the appropriate fee.

Ex parte moving papers require the appropriate filing fee.

A trial date will not be continued on an ex parte application to advance a motion unless requested in the alternative or stipulated to.

Parties must file a Case Management Conference statement 15 calendar days before the first CMC.

Continued CMCs do not require a new statement unless there are substantial changes or trial availability changes.

Parties are encouraged to schedule an Informal Discovery Conference by calling the calendar clerk.

If a party has filed three or more discovery motions, the Court will not hear them until an Informal Discovery Conference is held.

Trial counsel and self-represented litigants must file the Joint Trial Readiness Conference Report at least 5 court days before the TRC and provide a courtesy copy to the department.

A courtesy copy of the Joint Trial Readiness Conference Report must be provided to the department.

The Joint Trial Readiness Conference Report must include a statement of the case, witness list, exhibit list, jury instructions, and proposed verdict form.

To appear remotely at Trial Call, counsel or self-represented litigants must obtain approval by contacting the courtroom clerk 48 hours before the hearing.

The Joint Trial Notebook presented at Trial Call must contain a Table of Contents.

Motions in Limine must be filed five court days before trial call.

Oppositions to Motions in Limine are due two court days before trial.

Jury instructions must be submitted in sequential order, with post-it notes marking any objected-to instructions and indicating who objects and the basis.

Continuance requests may be made by ex parte motion or by stipulation.

Documents may be filed under seal only in compliance with California Rules of Court Rule Nos. 2.550 and 2.551.

Documents submitted conditionally under seal will not be sealed unless the party complies with CRC Rule Nos. 2.550, 2.551, and 3.1302(b).

Proposed stipulated protective orders are approved only if their language is consistent with the Court's stated policy.

The Court prefers to accept confidential documents as lodged documents for discovery and other motions, returning them to the submitting party after determination.

Supporting documents filed under seal for any motion are governed by CRC Rules 2.550/2.551, and the motion is not determined until a noticed motion to seal is calendared and decided; Rule 2.550 does not apply to discovery motions.

Special verdict forms should follow CACI, include all causes of action and all parties, be complete, and be on pleading paper without any firm's name.

The Joint Witness List must include a short description of each witness.

The Joint Exhibit List must follow the grid format from the Advance Trial Review Orders.

More Judges in San Diego Superior Court

Adam Wertheimer
Judge
Blaine K. Bowman
Judge
Carolyn M. Caietti
Judge
Christopher S. Morris
Judge
Cynthia A. Freeland
Judge
Daniel S. Belsky
Judge
Daniel Segura
Judge
Euketa Oliver
Judge