28 USC App, FEDERAL RULES OF CIVIL PROCEDURE, Form 35: Report of Parties' Planning Meeting

From Title 28-AppendixFEDERAL RULES OF CIVIL PROCEDUREAPPENDIX OF FORMS

Form 35. Report of Parties' Planning Meeting

[Caption and Names of Parties]

1. Pursuant to Fed. R. Civ. P. 26(f), a meeting was held on ______(date)______ at ______(place)______ and was attended by:

__________(name)__________ for plaintiff(s)

__________(name)__________ for defendant(s) __________(party name)__________

2. Pre-Discovery Disclosures. The parties [have exchanged] [will exchange by ______(date)______] the information required by [Fed. R. Civ. P. 26(a)(1)] [local rule ____].

3. Discovery Plan. The parties jointly propose to the court the following discovery plan: [Use separate paragraphs or subparagraphs as necessary if parties disagree.]

Discovery will be needed on the following subjects: ______(brief description of subjects on which discovery will be needed)______

All discovery commenced in time to be completed by ______(date)______. [Discovery on ______(issue for early discovery)______ to be completed by ______(date)______.]

Maximum of ____ interrogatories by each party to any other party. [Responses due ____ days after service.]

Maximum of ____ requests for admission by each party to any other party. [Responses due ____ days after service.]

Maximum of ______ depositions by plaintiff(s) and ____ by defendant(s).

Each deposition [other than of ____________] limited to maximum of ____ hours unless extended by agreement of parties.

Reports from retained experts under Rule 26(a)(2) due:

from plaintiff(s) by ____(date)____

from defendant(s) by ____(date)____

Supplementations under Rule 26(e) due ______(time(s) or interval(s))______.

4. Other Items. [Use separate paragraphs or subparagraphs as necessary if parties disagree.]

The parties [request] [do not request] a conference with the court before entry of the scheduling order.

The parties request a pretrial conference in ______(month and year)______.

Plaintiff(s) should be allowed until ______(date)______ to join additional parties and until ______(date)______ to amend the pleadings.

Defendant(s) should be allowed until ______(date)______ to join additional parties and until ______(date)______ to amend the pleadings.

All potentially dispositive motions should be filed by ______(date)______.

Settlement [is likely] [is unlikely] [cannot be evaluated prior to ______(date)______] [may be enhanced by use of the following alternative dispute resolution procedure: [________________________].

Final lists of witnesses and exhibits under Rule 26(a)(3) should be due

from plaintiff(s) by ____(date)____

from defendant(s) by ____(date)____

Parties should have ____ days after service of final lists of witnesses and exhibits to list objections under Rule 26(a)(3).

The case should be ready for trial by ______(date)______ [and at this time is expected to take approximately ______(length of time)______].

[Other matters.]

Date: ________________

(As added Apr. 22, 1993, eff. Dec. 1, 1993.)

Notes of Advisory Committee on Rules-1993 Amendment

This form illustrates the type of report the parties are expected to submit to the court under revised Rule 26(f) and may be useful as a checklist of items to be discussed at the meeting.