New in ECF
June, 2021
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Event |
Modification |
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Docket Report |
The document option, include header when displaying PDF documents will be changed to include footers when displaying PDF documents. |
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New ePoc version upgrade |
ePOC will be upgraded to version 7.0. |
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Final Rept/Acct-Asset event under the TFR/TDR menu |
The event has been modified to prompt user to enter the amount of outstanding adversary filing fee owe to the court. The information entered by the user will reflect in the docket text. |
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Chapter 11 Monthly Operating Report event |
This new event will be used specifically for chapter 11 non-small business debtors and is located under the Miscellaneous menu. A message will display to direct chapter 11 small business or non-chapter 11 debtors to docket Operating Report or Small Business Operating Report event. A prompt has been included to ask the user if the case is jointly administered. If the case is jointly administered, the user is asked if this report is being filed for the lead case. If not being filed for the lead case, the user is asked to enter the member case number and month ending date, which will both appear in the final docket text. |
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Chapter 11 Post Confirmation Report event |
This new event will be used specifically for chapter 11 non-small business debtors and is located under the Miscellaneous menu. A message will display to direct Chapter 11 small business or non-Chapter 11 debtors to docket Operating Report or Small Business Operating Report event. A prompt has been included to ask the user if the case is jointly administered. If the case is jointly administered, the user is asked if this report is being filed for the lead case. If not being filed for the lead case, the user is asked to enter the member case number and month ending date, which will both appear in the final docket text. |
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Small Business Operating Report event |
This new event will be used specifically for Chapter 11 small business debtors and is located under the Miscellaneous menu. A message will display to direct Chapter 11 non-small business to docket Chapter 11 Monthly Operating Report or Chapter 11 Post-Confirmation Report event; and non-chapter 11 debtors to docket the Operating Report event. |
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Operating Report event |
The event has been modified to display a message to direct Chapter 11 non-small business debtors to docket the Chapter 11 Monthly Operating Report or Chapter 11 Post-Confirmation Report event; and to direct chapter 11 small business debtors to docket the Small Business Monthly Operating Report event. |
Attachment(s):
May, 2021
| Event | Modification |
| Chapter 11 Case Opening | The SARD screen for Chapter 11 case opening has been modified to allow indivdual debtors to proceed as small business and SubChapter V. This change is based on the requirements of the CARES Act. |
Attachment(s):
June, 2020
| Event | Modification |
| Notice of Continued Hearing | Event has been modified to allow user to continue scheduling conference hearings in adversary proceedings. |
| Pay Installment Payment | Event has been modified to display the amount specific to each chapter. An "Other Amount" option has also been added. When attorneys select this option, it will allow them to enter any amount. |
Attachment(s):
May, 2020
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Event |
Modification |
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Notice of Substantial Consummation |
New event under Bankruptcy > Notices menu for Notice of Substantial Consummation filed in a Subchapter V case. Requires that the user link the notice to the Chapter 11 Plan. |
Attachment(s):
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Event |
Modification |
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Notice of Mortgage Forbearance |
New event under Bankruptcy > Claims Action menu for mortgage forbearance requested under 2020 CARES Act. Prompts the filer to enter the number of days of forbearance, which will be included in docket text, and to select a Yes or No radio button for an accompanying Certificate of Service. |
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Notice of Mortgage Payment Change |
Event modified to require user to select Yes or No radio button indicating if user is filing Notice of Mortgage Forbearance. If Yes, user is redirected to correct docket event. |
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Notice of Mortgage Payment Change (No Proof of Claim Filed) |
Event modified to require user to select Yes or No radio button indicating if user is filing Notice of Mortgage Forbearance. If Yes, user is redirected to correct docket event. |
Attachment(s):
March, 2020
| NUMBER | DESCRIPTION | MODIFICATIONS |
| 1 |
Notice of Change of Address (Multi) |
New event has been created |
Attachment(s):
February, 2020
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Description |
Modifications |
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Pre-Status Conference Report event |
New event created under the Bankruptcy -> Miscellaneous menu. |
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Chapter 11 Plan Small Business Subchapter V event |
New event created under the Bankruptcy -> Plan menu. |
Attachment(s):
April, 2019
This release was primarily applied in order to strengthen our system's integrity and security, and the public should not see any direct changes to our program.
Attachment(s):
December, 2018
| Event/Request; | Modification |
| Motion to Determine Validity of Payment Change | New event created under the Bankruptcy -> Motions/Applications and Creditor Filing (limited users) menus for motions filed under new Bankruptcy Rule 3002.1(b)(2) effective 12/1/2018. |
| Supplemental Statement Re: Certification of Direct Appeal | New event created under the Bankruptcy/ of Direct Appeal Adversary -> Appeals menu for parties’ supplement to joint certification for direct appeal under Bankruptcy Rule 8006(c), as amended effective 12/1/2018.; |
Attachment(s):
June, 2018
| Event/Request | Modification |
| New event, Audio CD Request | New event created under both Bankruptcy/Adversary -> Miscellaneous menus. |
| New event, Transcript Order Form (Public Request) | New event created under both Bankruptcy/Adversary -> Miscellaneous menus. |
Attachment(s):
November, 2017
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Event |
Modification |
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Chapter 13 Plan Chapter 13 Plan ‐ Case Upload (Docketed when attorneys use the Case Upload software) Amended Chapter 13 Plan
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Events modified to add four checkboxes: surrender collateral, avoidance of lien, valuation of collateral and executory contracts. The docket text will reflect the option(s) users have selected.
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Order Re: Ch 13 Plan and Adequate Protection Payments |
The event and notice will be docketed on all Chapter 13 cases filed or converted on or after December 1, 2017.
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Proof of Claim Attachment 3001 (c)(1) and (d) MORTGAGE LENDERS ONLY
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New event created under the Bankruptcy ‐> Claims Action menu. This event will allow mortgage lenders to file supplemental documents to their proof of claim.
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Objection to Claim |
Event modified to add new prompt regarding valuation of security.
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Declaration of Direct Payments |
New event created under the Bankruptcy > Miscellaneous menu. Event can only be docketed on a Chapter 13 case.
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Declaration of Compliance of No Opposition Sec 506 Valuation |
New event created under the Bankruptcy > Miscellaneous menu. Event can only be docketed on a Chapter 13 case.
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Motion to Determine Lien Satisfied |
New event created under the Bankruptcy > Motion/Application menu.
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Attachment(s):
October, 2017
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CM/ECF Event |
Modifications |
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Final Rpt/Acct-Asset |
Event modified. The event has been removed from the Trustee/US Trustee menu, and will only appear on the TFR/TDR menu. |
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Motion to Waive Requirement |
Event modified. The "Business Evaluation" language has been removed and a new prompt has been added to state: This event is not applicable to waive fee. A new free text box has been added. |
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Trustee's Interim Report |
Event modified. Docket text modified to state: “Trustee's Interim Report”. |
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Notice of Plaintiffs Dismissal of Party |
Event modified to include the following prompt: Please select the Defendant(s) to be Dismissed in this Case. If an answer has been previously filed by the Party/Parties, then please abort this transaction. The plaintiff/filer will have the ability to select the specific party/parties whose participation will be terminated and the updated status will appear as "terminated" on the case docket. |
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Order re: Initial Disclosures and Discovery Conference(ODSCY Form); Notice to Plaintiff re: BDRP (NTCPLA Form) |
These forms will be generated by the court when a new adversary proceeding is filed. They will refer to a scheduling conference rather than a status conference or case management conference. |
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Summons Issued (SUM Form) |
Form modified to replace "Status Conference" with "Scheduling Conference," and is applicable to all divisional offices. |
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Order Discharging Trustee |
Event deactivated. Event has been replaced with Order Discharging Chapter 12/13 Trustee and Final Decree After Case Completion; Order Discharging Chapter 12/13 Trustee After Case Dismissal and Final Decree; Order Discharging Chapter 12/13 Trustee After Case Conversion. |
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Attachment(s):
July, 2017
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CM/ECF Event |
Modifications |
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Debtor's Certification in Support of Discharge |
Event modified for San Francisco, Santa Rosa and Oakland Divisions. Final Docket text to read: Debtor's Certification in Support of Discharge and Notice of Opportunity for Hearing. The Clerk’s Office will serve this notice to parties for San Francisco, Santa Rosa and Oakland Cases.
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Debtor's Statement Regarding Pending Proceedings
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Event has been reactivated. Located under: BK > Miscellaneous |
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Notification of Electronic Filing (NEF) Definitions |
DEFECTIVE ENTRY: The Party Filer will be required to cure the deficiency. The Court cannot correct the error. CORRECTIVE ENTRY: No correction will be required from the Party Filer. The Court will identify and correct the error.
NOTE: Courtesy entries regarding information for the benefit of the Party Filer, Courtroom Deputies and Deputy Clerks.
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Order For Debtor(s) To Appear At The Continued Meeting of Creditors (Form OCH)
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Event deactivated. The Clerk’s Office will no longer issue this order. |
Attachment(s):
June, 2017
The following changes will be effective in CM/ECF beginning on June 26, 2017. The changes include the addition of new events, event modifications, and event deactivation.
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CM/ECF Event |
Modifications |
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Notice of Voluntary Conversion 12 to 7 |
New event. Located under: BK > Notices. Event will prompt a $60.00 filing fee. |
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Debtor's Certification in Support of Discharge |
Event modified. Final Docket text to read: Debtor's Certification in Support of Discharge. The Clerk’s Office will no longer service this notice to parties. |
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Meeting of Creditors Chapter 12
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Event modified. This event is now listed exclusively under the Trustee's menu. The "Objection to Dischargeability" deadline has been replaced with "Complaint to Determine Debt Dischargeability." The Clerk’s Office will service this notice to parties.
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Amended Meeting of Creditors for 12 and 13s |
Event modified. This event is now listed exclusively under the Trustee's menu. For Chapter 12s: The "Objection to Dischargeability" deadline has been replaced with "Complaint to Determine Debt Dischargeability." The Clerk’s Office will no longer service this notice to parties.
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Order Discharging Chapter 12/13 Trustee and Final Decree After Case Completion |
Order formerly known as: Order Discharging Chapter 13 Trustee and Final Decree.
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Order Discharging Chapter 12/13 Trustee After Case Dismissal and Final Decree;
Order Discharging Chapter 12/13 Trustee After Case Conversion
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New Court Orders. |
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Trustee's Chapter 12/13 Final Report and Notice
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Event title has been modified from Trustee's Chapter 13/12 Final Report and Notice to Trustee's Chapter 12/13 Final Report and Notice. The Clerk’s Office will now serve this filing through the Bankruptcy Noticing Center.
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Objection on Trustee's Chapter 12/13 Final Report and Notice
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New event. Located under: BK > Miscellaneous. |
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Chapter 12 Trustee's Final Report and Account; Chapter 13 Trustee's Final Report and Account (Trustee and Multi-Case); Chapter 13 Trustee's Final Report and Account (batch); Chapter 13 Trustee's Final Report without Discharge
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Events deactivated. These events will no longer appear in the CM/ECF filing menu. |
The following changes will be effective in CM/ECF beginning on June 2, 2017. The changes include the addition of new events, event modifications, and event deactivation.
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CM/ECF Event |
Modifications |
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Withdrawal of Transfer of Claim |
New event. Location Path: BK > Claim Actions. |
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Motion for Relief from Stay |
The prompt: "Please enter relief from stay number" has been removed. |
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Motion to Waive Fee |
The question prompt: "Is this regarding an application for in forma pauperis" has been modified to "is this regarding an application to have the chapter 7 filing fee waived?" The warning prompt: "You are using the wrong event. Please go to Bankruptcy -> Motions/Applications -> and select In Forma Pauperis" has been modified to "You are using the wrong event. Please go to Bankruptcy -> Motions/Applications -> and select Have Chapter 7 Filing Fee Waived." |
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Motion to Remove Incorrect Creditors Uploaded |
New event created. Location Path: BK > Motions/Applications. |
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Motion to Dismiss/Withdraw Document |
Event deactivated. This event will no longer appear in the CM/ECF pick-list for docketing. |
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Credit Counseling Waiver |
Event title changed from: Credit Counseling Waiver to Certification of Exigent Circumstances. |
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Motion to Reopen for Violation of Discharge Per Sec. 11 of Fee Schedule |
Event title changed. Formerly known as "Motion to Reinstate Case." |
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Debtor Repayment Plan; Debtor's Request for Separate Notice; Debtor's Statement Regarding Pending Proceedings; Exhibit D; Expenses Re: FVPS; Lease Assumption Agreement; Non Dischargeable Debt; Protection of Property from Damage; Presumption of Undue Hardship; Rebuttal of Presumption of Undue Hardship; Report; Statement of Good Faith; and Application for Custody of Claims. |
Events deactivated. These events will no longer appear in the CM/ECF pick-list for docketing. |
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Motion to Value Collateral Under Sections 506 and 3012 |
Event title modified. Event formerly known as "Motion Setting Property Value.” |
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Motion to Avoid a Judicial Lien Under Section 522(f) |
Event title modified. Event formerly known as "Motion to Avoid Lien." |
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Application for Judgment Voiding Lien |
Event deactivated. This event will no longer appear in the CM/ECF pick-list for docketing. |
Attachment(s):
December, 2015
- New Official Bankruptcy Forms will become effective December 1, 2015.
- The case opening process for voluntary and involuntary bankruptcy cases remains the same.
- CM/ECF bankruptcy case opening screens will be modified to include some changes to the new 2015 forms, petition, and schedules.
The current Voluntary and Involuntary petitions will be broken into five separate forms (See image). Most of the form changes involve separating the forms by the type of debtor. There are now separate forms for individual debtors and non-individual debtors. However, there will be one docketing event for a voluntary or involuntary petition.
- The former B1 Voluntary Petition form will now be separated into the B101 Voluntary Petition for Individuals, the B201 Voluntary Petition for Non-Individuals and there is now a separate B401 petition for a Chapter 15 Petition.
- The former B5 Involuntary Petition will also be separated by debtor type. There will be an Involuntary Petition against an Individual and an Involuntary Petition against a non-Individual.
The new petitions provide new options that will be collected in CM/ECF for statistical reporting. Some of the changes include:
- Form is now 8 pages in length.
- Credit counseling information from former Exhibit D now included as part of the petition.
- Chapter 7 and 11 individual business data.
- Estimated Assets and Estimated Liabilities Code J (More than $1 Billion) has been expanded to 3 more levels ranging from $1,000,000,001 to More than $50 billion for both individual and non-individual debtors.
- Two new Natures of Business options for Non-Individual filers have been added, Investment Company and Investment Advisor. The value of Other has been changed to None of the Above.
- A new statistical NAICS business code has been added. The North American Industry Classification System (NAICS) is the standard used by Federal statistical agencies in classifying business types.
- There is a new Nature of Foreign Proceeding selection when opening a chapter 15 case.
- There is no longer any statistical reporting for Chapter 15 case opening except for Fee status.
There are new form numbers and form names for schedules.
- Schedules A and B are combined into Schedule A/B. (Forms B106A/B and B206A/B.)
- Schedules E and F are combined into Schedule E/F. (Forms B106E/F and B206E/F.)
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Individual |
Non-Individual |
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B106A/B |
B206A/B |
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B106D |
B206D |
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B106E/F |
B206E/F |
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B106G |
B206G |
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B106H |
B206H |
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Although the schedule forms are combined, there are still separate fields for:
- Real estate/property (Formerly Schedule A).
- Personal property (Formerly Schedule B).
- Priority unsecured claims (Formerly Schedule E).
- Non-priority unsecured claims (Formerly Schedule F).
- Schedules I and J are not required for non-individual debtors.
- Expenses for separate household of Debtor 2 have been separated out into a new Form B106J-2.
- The Summary of Schedules is now the Summary of Your Assets and Liabilities and Certain Statistical Information.
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New Events |
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Initial Statement of Eviction Judgment |
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Statement About Payment of Eviction Judgment |
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Motion for Waiver of Credit Counseling |
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Declaration Under Penalty of Perjury |
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Schedule A/B |
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Schedule J-2 |
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Schedule E/F |
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Declaration About Individual Debtor's Schedule |
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Modified Events |
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Event |
Change |
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Amended Schedules (A-C and G-J - No Fee Required) |
Event modified to add Schedule A/B to the list of amended schedules. |
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Amended Schedules (D, E, and F - Fee Required) |
Event modified to add Schedule E/F to the list of amended schedules. |
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Chapter 7 Voluntary Petition |
Event modified to add "for Individual" to docket text if debtor is individual and "for Non-Individual” if debtor is corporation and various SARD screen changes. |
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Application to Proceed In Forma Pauperis |
Application to Have Chapter 7 Filing Fee Waived. |
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Order Revoking In Forma Pauperis |
Order Revoking Order Waiving Chapter 7 Filing Fee. |
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Schedule D |
Docket text changed to Schedule D (Individual or Non-Individual) Creditors Having Claims Secured by Property. |
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Summary of Schedules |
Summary of Assets and Liabilities. |
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Chapter 7 Statements Monthly Income 22A-1 and Exemption Presumption of Abuse 22A-1 Supp |
Event modified to change any reference of form 22A to 122A. |
Attachment(s):
January, 2013
A Really Simple Syndication (RSS) Feed option is now available in CM/ECF. The feed provides users links to the docket sheet and documents. A standard RSS reader is not provided with CM/ECF, but the software supports the readers included with the standard supported browsers (e.g., Internet Explorer, Firefox). Users can subscribe to a (RSS) feed of activity made to cases.
Access to the RSS feed can be found on the Court Information page under the Utilities menu, Miscellaneous section. Clicking on the Entries made in the last 12 hours - Public Users hyperlink provides the CM/ECF user with a list of all entries made during this time period. In the yellow box at the top of the page is a hyperlink to Subscribe to this feed. PACER users do not incur any fees for viewing data provided by the RSS feed. Docket text is NOT displayed, just the short description of the docket event used. If the user clicks a hyperlink from the list provided (case number/title of case or document number of the entry made), the user will be prompted to login to PACER and PACER fees will be incurred.
Attachment(s):
April, 2013
PACER Links in CM/ECF
Two new menu selections appear under the Utilities menu to allow you to navigate quickly between CM/ECF and PACER. You won’t have to leave your CM/ECF session to access another court in PACER or to use the PACER Case Locator. Docket Report Enhancements
The Create Appendix option has been modified so you have more flexibility in customizing a docket report. Now you can select only the entries you want and whether you want the PDF document appended to this customized report. Or, if you just want an abbreviated docket report without attached PDF documents, you can select only the entries you need for the task at hand.
Page Counts on Docket Report - The number of pages for documents associated with a docket entry is a new option.
Critical Deadlines and Dates on the Docket Report - Additional dates and deadlines now display on the caption of the docket report. A link to the Claims Register appears whenever a case has claims filed.
Docket Activity Report
The Docket Activity Report has been enhanced to include time filters. The report can be run in time increments, rather than running the report for the entire day. A new clock icon also offers an alternative to typing in the time.
Calendars and 341 Meeting - You can now view All Hearings without the 341Meeting settings included. A 341Meeting selection has been added to the hearing type list. Query
New query options have been added:
Filed Date range,
Last Entry Date range
Nature of Suit.
Mobile Query – You can now access case information in a mobile friendly format by navigating to the mobile query link from your tablet or mobile device.
Multiple Social Security Numbers
CM/ECF now allows up to five social security numbers and tax identifications numbers for each debtor and joint debtor.
After a social security number is entered a plus icon appears beside the SSN/TaxID/EIN field. If the debtor or joint debtor has another SSN/TaxID/EIN, click the “plus” icon for another field to be displayed for additional number(s). CM/ECF will now format the numbers if you don’t insert hyphens.
Notice of Electronic Filing
In prior releases, when an attorney represented more than one party in a case, the attorney’s email and party information were listed on the Notice of Electronic Filing (NEF) only for the first party. Now the attorney is listed for each party they represent.
Attorney and Party Association
When an attorney or trustee files a pleading, they are prompted to indicate whether they should be linked to the party they represent. In prior releases, the checkbox for the association with the attorney and party was unchecked and if the filer did not check the box, the association was not made. The checkbox for the association with the attorney and party is now checked by default. The message has been updated to reflect the implications of omitting this necessary association.
Cases Report
Split, transferred and reopened dates have been added to the selection screen
Claims Summary Report
A Claims Summary Report option has been added to the Claims Register. This new format gives the viewer a snapshot overview of the claims on the case.
Claims Register View Multiple Documents
You can now view multiple documents from the Claims Register in one PDF file. This is the same functionality as View multiple documents on the Docket Report. This feature will enable you to generate selected PDF claims with any related attachments in one PDF document.
Transfer of Claims Fee
Effective May 1, 2013, all bankruptcy courts nation-wide will charge a new fee of $25 for each transfer of claim filed. The Judicial Conference of the United States approved this fee at its September 2012 session.
Bankruptcy Rule 3001(e) requires the clerk of court to notice a transferred claim, and provides additional notice and hearing requirements if an objection to a claim transfer is made. In considering this fee, the Judicial Conference recognized the impact a claim transfer has on the workload, court time and resources of the bankruptcy courts.
At the time of filing, the fee is assessed upon and is obligated to be paid by the person or entity filing a claim transfer, irrespective of whether the filing is made by or on behalf of the claim transferee or transferor. The fee applies to all claim transfers, whether asserting a full or partial transfer of a claim. Additionally, any filed document that purports to transfer ownership of a claim (such as for example, an amendment to a claim), will be assessed the fee. In the event multiple claim transfers are filed at one time (such as for example, by claims upload or batch filing), the $25 fee will be charged for each individual claim transfer.
Case Conversion
Previously, if a case was converted and re-converted, the Notice of Bankruptcy Case Filing query screen reflected the converted chapter rather than the original chapter. Now the original chapter is saved permanently in a new field. The original chapter will be correct for cases filed and converted after Release 5.
Fee Receipts
The Docket Report will now display a related document hyperlink for payment receipts whose transactions were processed by Pay.gov.
Attachment(s):
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