USDC/ATTY-003 (Rev. 2/07) | LR 16.1 Report of Parties Planning Meeting UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF WEST VIRGINIA AT SELECT ONE: V. REPORT OF PARTIES’ PLANNING MEETING CASE NUMBER Guideline for parties and attorneys: The parties are advised to use the Worksheet for Report of Parties Planning Meeting (Form USDC/ATTY-004 located on the Court's website at www.wvsd.uscourts.gov) and the suggested guidelines contained in the form's comments. 1. Pursuant to Fed.R.Civ.P. 26(f), a meeting was held on _____________________. Those participating were: ________________________________ for plaintiff(s) ________________________________ for defendant(s) ________________________________ ________________________________ for defendant(s) ________________________________ ________________________________ for defendant(s) ________________________________ 2. Pre-Discovery Disclosures. The parties will exchange by _______________________ the information required by Fed.R.Civ.P. 26(a)(1). 3. Plaintiff(s) should be allowed until ____________________ to join additional parties and until ____________________to amend the pleadings. Defendant(s) should be allowed until ____________________ to join additional parties and until ____________________ to amend the pleadings. Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com USDC/ATTY-003 | LR 16.1 (Rev. 2/07) Report of Parties Plainning Meeting 4. 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: Disclosure of electronically stored information should be handled as follows: The parties have agreed to an order regarding claims of privilege or of protection as trialpreparation material asserted after production, as follows: This action Select: suitable for designation as a complex case requiring special case management procedures and additional pretrial conferences. If the parties and attorneys believe that the case is complex, the basis for that belief is: The last date to serve discovery requests is ____________________. The last date on which to take a discovery deposition is 45 days after the last date to serve discovery requests. The last date on which to take a discovery deposition is known as the “discovery completion date.” [Discovery on ____________________to be completed by ____________________.] The parties Select: adopt the discovery limits set forth in the Federal Rules of Civil Procedure. If the parties and attorneys believe that more discovery is needed, the basis for that belief is: Page 2 of 4 American LegalNet, Inc. www.FormsWorkFlow.com USDC/ATTY-003 | LR 16.1 (Rev. 2/07) Report of Parties Plainning Meeting Reports from retained experts under Rule 26(a)(2) due: By the party with the burden of proof on an issue: ____________________; By the party not bearing the burden of proof on an issue: ____________________; and Expert witness disclosures intended solely to contradict or rebut evidence on the same issue identified by another party: ____________________. 5. Magistrate judges will resolve discovery disputes. The parties Select: to have a United States magistrate judge conduct any and all further proceedings in the case, including trial, and order the entry of a final judgment. 6. Mediation shall take place on or before ____________________. 7. Potential dispositive motions shall be filed by ____________________, with responses and replies filed according to the Local Rules. 8. The parties request a pretrial conference in ____________________. The plaintiff(s) shall submit a proposed pretrial order to defendant(s) on or before ____________________. The defendant(s) shall compile a proposed integrated pretrial order and submit it to chambers of the presiding judicial officer on or before ____________________. 9. Where applicable, proposed jury instruction shall be exchanged and transmitted to chamber s of the presiding judicial officer in WordPerfect format on or before ____________________. 10. Where applicable, proposed findings of fact and conclusions of law shall be exchanged and transmitted to chambers of the presiding judicial officer in WordPerfect format on or before ____________________. 11. A final settlement conference will take place on ____________________. Page 3 of 4 American LegalNet, Inc. www.FormsWorkFlow.com USDC/ATTY-003 | LR 16.1 (Rev. 2/07) Report of Parties Plainning Meeting 12. The case should be ready for trial by ____________________, and at this time is expected to take approximately _______________ days. The parties Select: a conference with the court before entry of the scheduling order. _____________________________________ ____________________________________ _____________________________________ ____________________________________ _____________________________________ _____________________________________ _____________________________________ ____________________________________ Page 4 of 4 American LegalNet, Inc. www.FormsWorkFlow.com