IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
HOUSTON DIVISION
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Plaintiff///, §
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v. § CIVIL ACTION NO. H-///
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Defendant///. §
JOINT DISCOVERY/CASE MANAGEMENT PLAN
UNDER RULE 26(f)
FEDERAL RULES OF CIVIL PROCEDURE
Please restate the instruction before furnishing the information.
1. State when the parties conferred as required by Rule 26(f), and identify the counsel
who conferred.
2. List the cases related to this one that are pending in any state or federal court with the
case number and court.
3. Briefly describe what this case is about.
4. Specify the allegation of federal jurisdiction.
5. Name the parties who disagree and the reasons.
6. List anticipated additional parties that should be included, when they can be added,
and by whom they are wanted.
7. List anticipated interventions.
8. Describe class-action issues.
9. State whether each party represents that it has made the initial disclosures required by
Rule 26(a). If not, describe the arrangements that have been made to complete the
disclosures.
10. Describe the proposed agreed discovery plan, including:
A. Responses to all the matters raised in Rule 26(f).
B. When and to whom the plaintiff anticipates it may send interrogatories.
C. When and to whom the defendant anticipates it may send interrogatories.
D. Of whom and by when the plaintiff anticipates taking oral depositions.
SDTX CV-15
E. Of whom and by when the defendant anticipates taking oral depositions.
F. When the plaintiff (or the party with the burden of proof on an issue) will be
able to designate experts and provide the reports required by Rule 26(a)(2)(B),
and when the opposing party will be able to designate responsive experts and
provide their reports.
G. List expert depositions the plaintiff (or the party with the burden of proof on
an issue) anticipates taking and their anticipated completion date. See Rule
26(a)(2)(B) (expert report).
H. List expert depositions the opposing party anticipates taking and their
anticipated completion date. See Rule 26(a)(2)(B) (expert report).
11. If the parties are not agreed on a part of the discovery plan, describe the separate
views and proposals of each party.
12. Specify the discovery beyond initial disclosures that has been undertaken to date.
13. State the date the planned discovery can reasonably be completed.
14. Describe the possibilities for a prompt settlement or resolution of the case that were
discussed in your Rule 26(f) meeting.
15. Describe what each party has done or agreed to do to bring about a prompt
resolution.
16. From the attorneys' discussion with the client, state the alternative dispute resolution
techniques that are reasonably suitable, and state when such a technique may be
effectively used in this case.
17. Magistrate judges may now hear jury and non-jury trials. Indicate the parties' joint
position on a trial before a magistrate judge.
18. State whether a jury demand has been made and if it was made on time.
19. Specify the number of hours it will take to present the evidence in this case.
20. List pending motions that could be ruled on at the initial pretrial and scheduling
conference.
21. List other motions pending.
22. Indicate other matters peculiar to this case, including discovery, that deserve the
special attention of the court at the conference.
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23. Certify that all parties have filed Disclosure of Interested Parties as directed in the
Order for Conference and Disclosure of Interested Parties, listing the date of filing
for original and any amendments.
24. List the names, bar numbers, addresses and telephone numbers of all counsel.
____________________________________ ____________________________
Counsel for Plaintiff(s) Date
____________________________________ ____________________________
Counsel for Defendant(s) Date
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