What the conference is for
A settlement conference is used to explore settlement, narrow disputed issues, ensure relevant disclosure and organize the case if a trial is still needed.
Main conference brief
The OCJ guide identifies Form 17C as the Settlement Conference Brief and describes the information it covers.
Financial information may need updating
Where a financial statement is required, the guide explains when an updated financial statement or affidavit of changes is needed and identifies Form 13A for the certificate of financial disclosure.
Offer to Settle
The OCJ guide says an Offer to Settle is required for the settlement conference and points to Rule 18. The offer is treated separately from the continuing record.
Conference confirmation
Form 17F is used to confirm attendance, with Rule 17(14) governing the confirmation requirement.
Service and filing
Rule 17(13) and 17(13.1) govern the conference documents and timing. The guide also explains which materials do and do not go into the continuing record.