Free Form 35 Report of Parties Planning Meeting (effective 12/06) - Utah

Form 35. Report of Parties' Planning Meeting Pursuant to Fed. R Civ. P 26(f) Insert Caption Stated in Local Rule 9004-1(a) 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) _______(party name)_______ _______________(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) and Local Rule 7016-1. 3. Discovery Plan. The parties jointly propose to the court the following discovery plan: [Use separate paragraphs or subparagraphs as necessary if parties disagree.] a. Discovery will be needed on the following subjects: ______________(brief description of subjects on which discovery will be needed). b. Disclosure or discovery of electronically stored information should be handled as follows: ________________(brief description of parties' proposals). c. The parties have agreed to an order regarding claims of privilege or of protection as trial-preparation material asserted after production, as follows: ____________(brief description of provisions of proposed order). d. All discovery commenced in time to be completed by ____(date). [Discovery on ____(issue for early discovery)to be completed by _____(date).] e. Maximum of ____interrogatories by each party to any other party. [Responses due ___days after service.]

f. Maximum of ___requests for admission by each party to any other party. [Responses due ___days after service.] g. Maximum of ___depositions by plaintiff(s) and ___by defendant(s). h. Each deposition [other than of ______] limited to maximum of ___hours unless extended by agreement of parties. i. 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 inter-val(s))___. 4. Other Items. [Use separate paragraphs or subparagraphs as necessary if parties disagree.] a. The parties [request] [do not request] a conference with the court before entry of the scheduling order. b. The parties request a pretrial conference in ___(month and year)___. c. Plaintiff(s) should be allowed until ___(date)___to join additional parties and until ___(date)___to amend the pleadings. d. Defendant(s) should be allowed until ___(date)___to join additional parties and until ___(date)___to amend the pleadings. e. All potentially dispositive motions should be filed by ___(date)___. f. Settlement [is likely] [is unlikely] [cannot be evaluated prior to ___(date)___] [may be enhanced by use of the following alternative dispute resolution procedure: [__________]. g. Final lists of witnesses and exhibits under Rule 26(a)(3) should be due from plaintiff(s) by ___(date)___

(As added Apr. 22, 1993, eff. Dec. 1, 1993; amended Apr. 12, 2006, eff. Dec. 1, 2006.)

from defendant(s) by ___(date)___ h. Parties should have ___days after service of final lists of witnesses and exhibits to list objections under Rule 26(a)(3). i. The case should be ready for trial by___(date)___[and at this time is expected to take approximately ___(length of time)___]. 5. [Other matters.] Date: _____

(As added Apr. 22, 1993, eff. Dec. 1, 1993; amended Apr. 12, 2006, eff. Dec. 1, 2006.)