2002 U.S. Code
Title 28 - JUDICIARY AND JUDICIAL PROCEDURE
TITLE 28 - APPENDIX
RULES OF CIVIL PROCEDURE FOR THE UNITED STATES DISTRICT COURTS
Form 35 - Report of Parties’ Planning Meeting

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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)__________

__________(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.