Joint Status Report Pursuant to Rule 26(f)
Caption: ___________________________________________ Civil Action No: ___________
Basis of Jurisdiction: ____________________________________________________________
Jury Trial: _____ Non-Jury Trial: _____ Arbitration: _____
Plaintiff’s counsel participating in the Rule 16 Conference: _____________________________
Defendant’s counsel participating in the Rule 16 Conference: ___________________________
Do counsel have full authority to settle at Rule 16 Conference? __________________________
If not, client with such authority who will attend conference: ______________________
When did the parties hold the Rule 26 Conference? ____________________________________
When did the parties comply with Rule 26(a)’s duty of self-executing disclosure? ___________
Plan for Discovery:
1. The parties anticipate that discovery should be completed within _______ days.
2. What is the minimum amount of time necessary to complete discovery prior to an ADR
session, should one be ordered or agreed to? ___________________________________
3. Have the parties discussed issues relating to claims of privilege or of protection as trial-
preparation material, as required by Rule 26(f)(3)(D)? ___________________________
4. Identify any other discovery issues which should be addressed at the Rule 16 Conference,
including limitations on discovery, protective Orders needed, or other elements which
should be included in a particularized discovery plan: ____________________________
________________________________________________________________________
5. If you contend the discovery period should exceed 90 days, please state reason:
________________________________________________________________________
Does either side anticipate the use of experts? ________________________________________
If yes, what is the proposed deadline for expert discovery? ________________________
Does either side expect to file a case-dispositive motion? _______ (yes/no)
If yes, under what Rule? ___________________________________________________
If yes, specify the issue: ___________________________________________________
Proposed deadline for filing dispositive motions: _______________________________
Approximate date case should be trial-ready: _________________________________________
Time for Plaintiff’s case: _____________ Time for Defendant’s case: ______________
What is the outcome of your discussions with your clients about proceeding before a Magistrate
Judge for final disposition? _________________________________________________
Is a settlement conference likely to be helpful? ________ (yes/no)
If so, when: Early _______ (yes/no) After Discovery _______ (yes/no)
This form should be submitted to Chambers by email (preferred) or hard copy.
[email protected]
The Gateway Building, 201 Penn Street, 5th Floor, Reading, PA 19601
