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Template for Joint Status Report Pursuant to Rule 26(f) — Mia Roberts Perez

E.D. Pa. Judge Practices (Mia Roberts Perez) · Mia Roberts Perez

Joint Status Report Pursuant to Rule 26(f) Caption: Civil Action No: Basis of Jurisdiction: Jury Trial: Non-Jury Trial: Arbitration: 1. Plaintiff’s brief factual summation of the case and claims: 2. Defendant’s brief factual summation of the case, claims, and defenses: 3. Plaintiff’s counsel participating in the Rule 16 Conference: 4. Defendant’s counsel participating in the Rule 16 Conference: 5. When did the parties hold the Rule 26 Conference? 6. When did the parties comply with Rule 26(a)’s duty of self-executing disclosure? 7. Plan for Discovery: a. The parties anticipate that discovery should be completed within days. b. If you contend the discovery period should exceed 90 days, please explain: c. 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)? d. Identify any other discovery issues that 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: e. Does either side anticipate the use of experts? If yes, what is the proposed deadline for expert discovery? 8. Proposed deadline for filing dispositive motions: 9. Approximate date case should be trial-ready: Time for Plaintiff’s case: Time for Defendant’s case: 10. Does your client consent to proceeding before a Magistrate Judge for final disposition? 11. 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: [email protected]
Official source: https://www.paed.uscourts.gov/sites/paed/files/documents/procedures/perpola.pdf · retrieved 2026-07-23