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CA Rules of Court 8.130

California Rules of Court – 2017 Reporter’s transcript

Reading through the 2017 California Rules of Court regarding court reporter’s transcripts, there are some provisions that are particularly interesting relating to timeliness, the cost of transcripts, and the appellant’s ability to deposit a certified transcript.

APPEAL TRANSCRIPT COST:

8.130(b)(1)(A) The amount specified in the reporter’s written estimate; or (B) An amount calculated as follows:

(i) For proceedings that have NOT been previously been transcribed: $325 per fraction of the day’s proceedings that did not exceed three hours; or $650 per day or fraction that exceeded three hours.

(ii) For proceedings that have previously been transcribed: $80 per fraction of the day’s proceedings that did not exceed three hours, or $160 per day or fraction that exceeded three hours.

(3) Instead of a deposit under (1), the party may substitute:

(A) The reporter’s written waiver of a deposit.  A reporter may waive the deposit for a part of the designated proceedings, but such a waiver replaces the deposit for only that part.

(B) A copy of the Transcript Reimbursement Fund application filed under (c)(1)

(C) A certified transcript of all the proceedings designated by the party.  The transcript must comply with the format requirements of rule 8.144.

 

APPEAL TRANSCRIPT TIMELINESS:

Rule 8.130(d): Superior court clerk’s duties

  1. The clerk must file a party’s notice of designation even if the party does not present the required deposit under (b)(1) or a substitute under (b)(3) with its notice of designation.
  2. The clerk must promptly send the reporter notice of the designation and of the deposit or substitute and notice to prepare the transcript, showing the date the notice was sent to the reporter, when the court receives:
  1. The required deposit under (b)(1);
  2. A reporter’s written waiver of a deposit under (b)(3); or
  3. A copy of the Court Reporters Board’s provisional approval of the party’s application for payment under the Transcript Reimbursement Fund under (c).

Rule 8.130(f): Filing the transcript; copies; payment

  1. Within 30 days after notice is sent under (d)(2), the reporter must prepare and certify an original of the transcript and file it in superior court. The reporter must also file one copy of the original transcript, or more than one copy if multiple appellants equally share the cost of preparing the record (see rule 8.147(a)(2)). Only the reviewing court can extend the time to prepare the reporter’s transcript (see rule 8.60).
  2. When the transcript is completed, the reporter must notify all parties to the appeal that the transcript is complete, bill each designating party at the statutory rate, and send a copy of the bill to the superior court clerk. The clerk must pay the reporter from that party’s deposited funds and refund any excess deposit or notify the party of any additional funds needed. In a multiple reporter case, the clerk must pay each reporter who certifies under penalty of perjury that his or her transcript portion is completed.
  3. If the appeal is abandoned or is dismissed before the reporter has filed the transcript, the reporter must inform the superior court clerk of the cost of the portion of the transcript that the reporter has completed. The clerk must pay that amount to the reporter from the appellant’s deposited funds and refund any excess deposit.
  4. On request, and unless the superior court orders otherwise, the reporter must provide the Court of Appeal or any party with a copy of the reporter’s transcript in computer-readable format. Each computer-readable copy must comply with the requirements of rule 8.144(a)(4).

Filing court transcripts for the Court of Appeal is complicated. My staff have found that many attorneys are not sure when the court reporter is to begin finalizing the appeal transcript.  Receiving formal notice of designations under (d)(2) from the superior court clerk triggers the start time in which the court reporter can produce the appeal transcript.  Our company has had frequent requests from attorneys asking us to begin an appeal transcript before the provisions in (d)(2) occurs.  The transcript is finalized, but the court reporter’s hands are tied without receiving the new appeal case number and how many designations/volumes are formally ordered.

Court reporters that provide court reporting services in the California superior courts (hearings and/or trials) study Rule 8.130 – California Rules of Court.

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Court reporter writes realtime to attorneys locally and remotely

9 Tips Attorneys/Realtime Reporting

Having access to the instantaneous transcript provided by a court reporter during a deposition, arbitration, or trial has great value to attorneys. Court reporters can provide the realtime transcript text to attorneys in the deposition suite or courtroom and stream that text to any computer in the world.

The realtime technology has changed in the past two decades. Court reporters used to send the feed via wires (and some still have to in certain courtrooms); then they transitioned to using dongles (USB) ports and routers.  The feed is still for the most part a serial connection which is old technology, but is still the standard.

In my experience 90 percent of the attorneys now rely on court reporters to bring a realtime device (tablet or computer) with the realtime software and drivers already loaded and ready to go.

So what does an attorney that is using realtime need to know?

  1. If you are using CaseNotebook (Thomson Reuters) or TextMap (Lexis Nexis), the court reporter will need to connect to your computer. Popular software that a reporter will use to connect with you: CaseViewNet, LiveLitigation, Stenocast, and Connection Magic.
  2. If the reporter is using LiveLitigation, the reporter can connect locally or stream the realtime text.
  3. If you are using LiveLitigation, CaseViewNet, or Bridge Mobile, you can download free apps to your tablet and  makes notes, marks, and save the transcript as a .ptx file.
  4. If you have installed Bridge on your computer (free software provided by Advantage Software), you can make notes, marks, and export the .ptx file for use in your transcript management software.
  5. The .ptx file once saved in CaseNotebook or TextMap can be updated with the cleaned-up rough draft or final transcript, and you won’t lose your marks and notes made during the realtime transcription.
  6. You can leave the room with your computer or tablet with the realtime transcript during a break, and when you return the transcript will sync back up with the court reporter’s realtime feed when back on the record.
  7. Tip: If you decide to scroll up or mark a portion of the transcript, the realtime feed will stop at the place you are reading/marking. There will always be an icon or a method to turn the scrolling realtime text back on. Ask the court reporter at the beginning of the day how to get back to the scrolling realtime text.
  8. If the reporter is using Stenocast to send the feed, you will need to download drivers into your computer. Go to www.stenocast.com and choose ALL COLORS. Different reporters will have different colored dongles (you don’t need to know why). If you choose all colors, you are covered.

Many realtime court reporters have become techno experts when it comes to serial ports, device managers, and understanding transcript management programs. Our goal is to provide the very best product and service in assisting attorneys in doing their job, and we take great pride in doing so.

 

@rosaliekramm  (Twitter)

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Arbitration conference room - Kramm Court Reporting

New California Law Certified Shorthand Reporters at Arbitrations – CCCP 1282.5

Governor Brown approved Senate Bill 1007 which gives a party to an arbitration the right to have a Certified Shorthand Reporter transcribe any deposition, proceeding, or hearing as the official record. The bill was authored by Senator Bob Wieckowski, who states, “People are often forced into binding private arbitration just by purchasing common goods or services, so it’s especially important for their protection that a court reporter is present to transcribe the proceedings and create an official record.” And as Larry Doyle, legislative representative of the Conference of California Bar Associations, opines, “In arbitrations, as in all legal proceedings, the existence of a reporter’s transcript can be absolutely essential to obtaining justice.”  Doyle goes on to say, “Without such a record, the reviewing court must assume that the arbitration award is correct, even if the record – if it existed – might clearly show error or misconduct.”

The bill sets forth the following:

  1. The bill would require a party requesting a Certified Shorthand Reporter to make his or her request in a demand, response, answer, or counterclaim related to the arbitration, or at a pre-hearing scheduling conference at which a deposition, proceeding or hearing is being calendared.
  2. The bill would also require the party requesting the transcript to incur the expense of the Certified Shorthand Reporter, except as specified in a consumer arbitration.
  3. The bill would authorize a party whose request has been refused by the arbitrator to petition the court for an order to compel the arbitrator to grant the party’s request to have a Certified Shorthand Reporter transcribe any deposition, proceeding, or hearing, and for an order to stay any deposition, proceeding, or hearing pending the court’s determination of the petition.

Now CCCP 1282.5 reads as follows:

1282.5. (a)(1) A party to an arbitration has the right to have a Certified Shorthand Reporter transcribe any deposition, proceeding or hearing.  The transcript shall be the official record of the deposition, proceeding, hearing.

(2) A party requesting a Certified Shorthand Reporter shall make his or her request in or at either of the following:

(A) A demand for arbitration, or a response, answer, or counterclaim to a demand for arbitration.

(B) A pre-hearing scheduling conference at which a deposition, proceeding, or hearing is being calendared.

(b) If an arbitration agreement does not provide for a Certified Shorthand Reporter, the party requesting the transcript shall incur the expense of the Certified Shorthand Reporter. However, in a consumer arbitration, a Certified Shorthand Reporter shall be provided upon request of an indigent consumer, as defined in Section 1284.3, at the expense of the nonconsumer party.

(c) If an arbitrator refuses to allow a party to have a Certified Shorthand Reporter transcribe any deposition, proceeding, or hearing pursuant to this section, the party may petition the court for an order to compel the arbitrator to grant the party’s request.  The petition may include a request for an order to stay any deposition, proceeding, or hearing related to the arbitration pending the court’s determination of the petition.

(d) This section does not add grounds for vacating an arbitration award pursuant to subdivision (a) of Section 1286.2 or for correcting an arbitration award pursuant to Section 1286.6.

Certified Shorthand Reporters are an invaluable part of the judicial process.

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Attorneys - Depositions -
Consciousness

Attorneys – Deposition Transcripts – Consciousness

A common topic at court reporting conferences around the country is attorney consciousness and how attorneys seem to be less aware or even care about the record than in the past; that there are two types of attorneys, attorneys who are conscious of the record and attorneys who are not. I believe all attorneys want and need a good record, but many are not aware of what is happening while a deposition is taking place and get caught up in the moment, wanting to fulfill their mission to get testimony as advocates for their cause.

Conscious attorneys are mindful of each word. Their questions are grammatically correct, don’t contain double negatives, and are a full and complete thought.  When attorneys interrupt the witness or allow the witness to interrupt them, or there is constant talking at the same time, and there is a series of incomplete questions and answers, later on if that deposition testimony is read or shown to a judge and jury, it is going to be confusing.  Recently I have heard anecdotal stories by reporters saying that they will ask for people to speak one at a time and are told to just deal with it, “You can fix it later.”

As a way to learn how to make a clean record, I suggest to young attorneys that they request a real-time court reporter for a deposition or two (or more if the budget allows). It does cost more to have a real-time court reporter, but it is a great way to watch the record unfold, have a chance to pause, and actually read the record to ensure you have what you need with a clean question and answer.

Seasoned, successful attorneys typically make a beautiful record. It is a joy to report attorneys who are conscious of the record.

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Filing the deposition with court - CA CCP

Old-Fashioned Court Reporter?

I have been a Certified Shorthand Reporter for 34 years. When I got out of school, court reporters were still dictating their notes.  There were no computers.  When court reporters were first giving out rough drafts, I thought that was crazy.  Why would an attorney want a transcript that wasn’t perfect?  And then I heard about real-time reporting and thought that would never work.  Why in the world would I let an attorney see my raw writing?  It would be embarrassing.

Now I give out rough drafts and write real-time weekly, including streaming the transcript to remote sites.

BUT I have a feeling I might be old-fashioned in some of my thinking. The new norm is many court reporting firms are owned by non-court reporters, and new court reporters are trained how to punctuate by proofers.  My old-fashioned thinking is they need a court reporter to read their transcripts and teach them the nuances of punctuating a transcript, what to Global, and how to use parentheticals.  Modern reporters who wish to be great will go to seminars put on by their state associations and NCRA, and also might choose to learn online from the brilliant Margie Wakeman Wells on her website Margie Holds Court.  Margie’s website is a tremendous resource with webinars and one-on-one trainings available.  I didn’t know Margie’s website existed until a young reporter asked me if I thought that would help her with her English grammar.  I said, “Absolutely, yes.”

Another old-fashioned idea I have is that court reporters who become licensed shouldn’t put themselves out to be real-time reporters until they have at least two years under their belt. I believe most real-time depositions or trials are going to have complex, sophisticated subject matter, and a new reporter needs time to build speed, stamina, and a sophisticated dictionary.  I understand a new court reporter might have the knowledge to connect computers and send real-time, but my current belief system is that writing thousands of pages and having on-the-job experience would be a prerequisite to successful real-time reporting.  Maybe I am wrong.

As of three years ago, I thought that a court reporter getting out of school had to decide between working in court or freelance and report depositions. With the laying off of court reporters in civil courtrooms in California, the reporters have any option to be a hybrid and do both.  I find many court reporters are still choosing court or depositions, but as time goes on, I have met many young reporters who have a desire to choose court or depositions on any given day.

It has struck me in the last couple of weeks that there are a lot of new ways of doing things, and I am behind. I know a lot about real-time technology, electronic exhibits in depositions, and trial technologies.  I know about social media, connecting with LinkedIn or Facebook, but I am wondering what I don’t know.

My goal is to search out what I don’t know, and my plan is to talk to court reporters around the country at the NCRA convention in Chicago next month and ask them, “What’s happening?”

@rosaliekramm

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Stress free Court Reporters

How Court Reporters Can WIN the Stress Game

Stress free Court Reporters

Court reporters live with stress. Whether one has just gotten out of court reporting school and is having to deal with their first deposition, first hearing, first interpreter, whatever first, or one is a seasoned court reporter dealing with fast talking attorneys examining an expert witness in a patent case, stress is a part of the court reporter’s life.

In a recent TedTalk, health psychologist Kelly McGonigal said, “Stress is not the enemy we believe it is. In fact, according to a recent study, stress is only a risk to your health if you think stress is a risk to your health.”  In a study of 30,000 people, which took place over an eight-year period, researchers found that people who experienced a high amount of stress faced a 43 percent increased risk of death if they also believed stress is harmful to their health.  She says, “Instead of viewing stress as a health hazard, learn to make stress your friend.”  People who experienced the most stress, but did not believe it was harmful, had the lowest risk of dying. “Believing stress is bad for you was the 15th largest cause of death in the USA last year, killing more people than skin cancer, HIV, AIDS, and homicide.

“If you can change your mind about stress, you can change your body’s response to stress.”

According to the science, we have two opposing hormone responses to life. There are the fight or flight hormones, cortisol and adrenaline, which speed up your heart rate and create the hyper state which allows you to rapidly react your way out of danger; and there is the comfort and trust hormone, oxytocin, which has the exact opposite effects.  When life is difficult, your stress response wants you to be around people that will help you or comfort you, and being around those kinds of people your body has the built-in mechanism to counter stress, creating oxytocin.

Tony DeAngelis describes the hormone oxytocin in his article, “The two faces of oxytocin,” in Science Watch, published by the American Psychological Association, saying, “Oxytocin is produced mainly in the hypothalamus, where it is either released into the blood via the pituitary gland, or to other parts of the brain and spinal cord.” Oxytocin is described as “the love or cuddle hormone” as it increases feelings of trust and emotional bonding.

McGonigal states, “When you choose to view your stress response as helpful, you create the biology of courage. And when you choose to connect with others under stress, you can create resilience.”

I know when I am really worried about a deadline or a future job that I know is going to be super difficult, and I reach out to one of my dear friends in the court reporting world, people I have met at our state associations meetings, NCRA and STAR conferences, people who have the same stresses and pressures, and I ask for help or comfort, and I get the oxytocin flowing, my exhausting adrenaline surge will shift to positive energy. I am really happy to have found Kelly McGonigal’s TedTalk because now I know that reaching out to my friends is not only fun and makes me happy, but it is going to counteract the stress hormones and keep my healthy.

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Proofer court reporters' transcript.

Seven Tips for Newly Licensed Court Reporters

I have the privilege of working with newly licensed San Diego California Certified Shorthand Reporters. I am extremely proud of their writing ability and the fact they are not scared to learn and use the sophisticated functionality of their CAT software. I consider myself to be their coach.  My goal is their total success throughout their careers, wherever their incredible talent takes them.

In my coaching I have noticed a couple of issues that seem to come up that might be confusing.   Some of the tips would only relate to San Diego or California transcripts and might not apply to other parts of the country.

Tips:

  1. San Diego case numbers are extremely long, for instance, 2015-0000329-CU-PT-CTL. The case number is too long to follow the caption and fit on a line. What reporters do is divide the number up, 2015-000329-, second line CU-PT-CTL.
  2. For the certificate page, the court reporter signs their name on the signature line, and the date line should have the date of your signature, not the date of the job.
  3. Attorneys in Southern California will ask reporters to leave a blank for the witness to fill in, for instance, asking for a telephone number of a doctor. The reporter would leave a blank in a parenthetical format: (Information Requested: ______________________________________.) The index for the transcript would index the request:
  4. INFORMATION REQUESTED TO BE PROVIDED:                                                                               PAGE
  1. Telephone number of doctor                                                                                                                            23
  1. Women are known as Ms. (not Mrs. or Miss). Unless someone says “Mrs.” or “Miss” In a transcript, women are all referred to as Ms. In colloquy it will always be MS. JONES, never MRS. JONES or MISS JONES. If someone asked me to refer to her as MRS. JONES in colloquy, I would do it, but in the past 35 years no one has asked me to do so.
  2. Unlike school, attorneys won’t always sit where they are supposed to, on the left side of the table for plaintiff and right side of the table for defendant. My suggestion is to wait until the attorneys sit down and then assign the left or right bank to their name rather than if they represent the plaintiff or defendant. This is especially important if you have many attorneys present representing cross-plaintiffs, cross-defendants, or third parties.
  3. For some reason possessive seems to be tricky. The only time you write it’s is if the word is a conjunction, and it could read it is. “It’s” is never possessive, for instance, I love it’s hat. (wrong)
  4. Use the California State Bar Attorney search to find elusive phone numbers and email addresses of attorneys. Save it as a FAVORITE. Attorneys have to keep their information current on the site or risk losing their license.

I wish all newly licensed court reporters great success. Please know that experienced reporters all over the country are relying on you to take up the gauntlet and keep our industry alive and strong.  You have our support.  Ask questions.  We need you.

@rosaliekramm (twitter)

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Veronica with little setup

Court Reporters – What is an Oral Reply?

In certain jurisdictions and cases, attorneys hire court reporters to report an oral reply. In my experience, oral replies are typically used in union grievances especially in employment matters.  The court reporter is hired to take down the statement of the hearing officer, grievant, and her/his attorneys.  The hearing officer will swear in the grievant who will give their statement as to why they should not be reprimanded or punished for whatever charge they are being accused of.  For example, a border patrol agent might have gone home early before their shift was over and got paid for that time.

What the court reporter needs to expect is that the grievant many times will read the statement, and what I would suggest is the court reporter in a very matter of fact tone ask for any materials that are read. I will often say, “I need your statement that you read from so I have all of the correct spellings.”

I suggest that the court reporter ask the hearing officer at the end if the grievant is to have the opportunity to read and sign the transcript so you know whether or not to leave a penalty of perjury clause.   The reporter should include a cover page with the name of the governmental agency, the grievant’s name, “Oral Reply of Joan Smith,” and a date line and a certificate page similar or the same as a certificate page a court reporter would use in a court hearing or deposition.

 

 

 

Court Reporters and Legal Videographers - Financial Planning 101

Court Reporters, Videographers – Financial Literacy 101

A few weeks ago, while chatting with Bronwen Drummond, a financial advisor,  it hit me hard that court reporters and videographers, independent contractors, need to have a financial plan to protect their future and understand what is happening with any money they are making.   I know I used to just work, work, work, and not pay attention to what was happening because “that’s not my thing.”  At the age of 50 I decided to make it my thing, and now I feel more calm about the future.

I asked Bronwen if she would create for me a checklist of thinking points for court reporters and videographers.  Here is what she advises:

1.  Establish a foundation that includes a budget, “Save first and then spend what’s left over.  Rule of thumb for allocating your spending – 20%/60%/20%.  20%should be spent on saving and investing.  60% of your income should be spent on essential expenses, i.e., rent, mortgage, food.  20% can be spent on discretionary expenses, clothing, dining…

2.  Establish an emergency fund.  Have 3 to 6 months of living expenses saved.  Protect yourself against the unexpected.

3.  Risk Management – Protect yourself and your family from financial peril with disability insurance, health insurance, and life insurance.

4.  Debt Management Strategy – Educate yourself on the difference between healthy debt (debt that is tax deductible, i.e., mortgage, student loans) and unhealthy debt (credit cards).  DO NOT live on the mentality that you need to pay off your debt before you can start saving.

5.  Wealth Accumulation – Create a strategy for growth!  Where can you put your money so it works for your short-term/mid-term/long-term goals?  Short-term goals are what you want to accomplish between now and two years from now, i.e., down payment on a home.  The place to save your money for a short-term goal might be in a checking or savings account.  This is also where you put your emergency fund (3 to 6 months of expenses).   Mid-term and long-term goals, such as retirement, would use stocks, T-bills, bonds, and mutual funds; real estate.

I have read many experts opine that a third of your savings should be in cash, a third in stocks, bonds, mutual funds, and a third in real estate.  The bottom line is having a strategy, setting goals, and then taking the steps to achieve the goals.   Being financially literate is truly not that hard.  It just takes some focus and perhaps a professional advisor along with your accountant and banker (your team) to help you understand where there might be tax savings, what products are on the market that would be perfect for you, and a plan.

I wish for everyone great success and a wonderful future.  We deserve it.

Rosalie Kramm

 

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january 1

New 2016 Law Applies to California Deposition Notices

A new law requires language to be added to Notices of Deposition, AB 1197, effective January 1, 2016, authored by Assemblywoman Susan Bonilla.

CA CCP 2025.220 now reads as follows with the addition of section (8): 

California Code of Civil Procedure 2025.220

  1. A party desiring to take the oral deposition of any person shall give notice in writing.

The deposition notice shall state all of the following:

(1) The address where the deposition will be taken.

(2) The date of the deposition, selected under Section 2025.270, and the time it will commence.

(3) The name of each deponent, and the address and telephone number, if known, of any

deponent who is not a party to the action. If the name of the deponent is not known, the

deposition notice shall set forth instead a general description sufficient to identify the person or particular class to which the person belongs.

(4) The specification with reasonable particularity of any materials or category of materials, including any electronically stored information, to be produced by the deponent.

(5) Any intention by the party noticing the deposition to record the testimony by audio or video technology, in addition to recording the testimony by the stenographic method as required by Section 2025.330 and any intention to record the testimony by stenographic method through the instant visual display of the testimony. If the deposition will be conducted using instant visual display, a copy of the deposition notice shall also be given to the deposition officer. Any offer to provide the instant visual display of the testimony or to provide rough draft transcripts to any party which is accepted prior to, or offered at, the deposition shall also be made by the deposition officer at the deposition to all parties in attendance. Any party or attorney requesting the provision of the instant visual display of the testimony, or rough draft transcripts, shall pay the reasonable cost of those services, which may be no greater than the costs charged to any other party or attorney.

(6) Any intention to reserve the right to use at trial a video recording of the deposition testimony of a treating or consulting physician or of any expert witness under subdivision (d) of Section 2025.620. In this event, the operator of the video camera shall be a person who is authorized to administer an oath, and shall not be financially interested in the action or be a relative or employee of any attorney of any of the parties.

(7) The form in which any electronically stored information is to be produced, if a particular form is desired.

(8) (A) A statement disclosing the existence of a contract, if any is known to the noticing party, between the noticing party or a third party who is financing all or part of the action and either of the following for any service beyond the noticed deposition:

(i) The deposition officer

(ii) The entity providing the services of the deposition officer

(B) A statement disclosing that the party noticing the deposition, or a third party financing

all or part of the action, directed his or her attorney to use a particular officer or entity to

provide services for the deposition, if applicable. 

___________________________________________________________________________

Below is sample language that law firms can use to comply with Section (8)

The undersigned counsel has been directed to use the court reporting firm that will be used to report the deposition.  

There is a contract between the party noticing this deposition or the entity financing the litigation and the court reporting firm that will be used to report the deposition.  

The aforementioned contract includes the court reporting firm providing services beyond deposition services.

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