Senator Umberg's proposal to permanently establish California's civil discovery disclosure requirements would eliminate the January 1, 2027 sunset date for current rules requiring parties in civil actions to provide detailed initial disclosures within 60 days of a demand.

Under the continued framework, parties must disclose names and contact information of individuals likely to have discoverable information, provide copies or descriptions of relevant documents and electronic records, and reveal insurance policies that could satisfy potential judgments. The requirements allow parties to make supplemental demands twice before trial and once after the initial trial date, with courts maintaining authority to grant one additional supplemental demand upon showing good cause. All disclosures must be verified through written declaration or counsel signature.

The measure maintains existing exemptions for specific proceedings, including unlawful detainer actions, small claims cases, family law matters, probate proceedings, and cases granted preference. The requirements also continue to exclude unrepresented parties. These provisions apply to civil actions filed on or after January 1, 2024.