Fillable Joint Report And Scheduling Order (Clerk of the Superior Court)

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Joint Report And Scheduling Order (Clerk of the Superior Court)

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BROWSE CLERK OF THE SUPERIOR COURT (AZ) FORMS

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Revised 01.07.19
JOINT REPORT AND
SCHEDULING ORDER
PINAL COUNTY
FORMS
Provided as a Public Service by
AMANDA STANFORD
Clerk of the Superior Court
Reset Form
Arizona Supreme Court Page 1 of 5 CVT54f-070118
Person Filing:
Address (if not protected):
City, State, Zip Code:
Telephone:
Email Address:
Representing [ ] Self or [ ] Lawyer for
Lawyer’s Bar Number:
SUPERIOR COURT OF ARIZONA
IN COUNTY
Plaintiff
Defendant
Case Number:
JOINT REPORT
Tier 1 Tier 2 Tier 3
SELECT ONE BOX ACCORDING TO YOUR CASE’S DISCOVERY TIER:
Tier 1 – The parties signing below certify that they have conferred about the matters contained in
Rule 16(b)(2) and (c)(3), and they further certify that,
(a) Every Defendant has been served or dismissed, and every defendant who has not been
defaulted has filed a responsive pleading;
(b) There are no third-party claims;
(c) This case is not subject to the mandatory arbitration provisions of Rule 72; and
(d) With regard to matters upon which the parties could not agree, they have set forth their
positions separately in items 13 below. Each date in the Joint Report and in the Proposed
Scheduling Order includes a calendar month, day, and year.
OR
Tier 2 – The parties signing below certify that they have conferred about the matters contained in
Rule 16(b)(2) and (c)(3), and that this case is not subject to the mandatory arbitration provisions
of Rule 72. With regard to matters upon which the parties could not agree, they have set forth
their positions separately in items 13 below. The parties are submitting a Proposed Scheduling
Order with this Joint Report. Each date in the Joint Report and in the Proposed Scheduling Order
includes a calendar month, day, and year.
OR
Tier 3 – The parties signing below certify that they have conferred about the matters contained in
Rule 16(b)(2) and (c)(3). With regard to matters upon which the parties could not agree, they have
set forth their positions separately in items 13 below. The parties are submitting a Proposed
For Clerk’s Use Only
Case Number:
Arizona Supreme Court Page 2 of 5 CVT54f-070118
Scheduling Order with this Joint Report. Each date in the Joint Report and in the Proposed
Scheduling Order includes a calendar month, day, and year.
OPTIONAL SUMMARY OF RULE 16(b) EARLY MEETING: (not to exceed 4 pages of text), split
evenly between separate statements of the parties if they do not agree on the summary’s contents:
1. BRIEF DESCRIPTION of the CASE:
• If a claimant is seeking a remedy other than monetary damages, specify the relief sought:
2. CURRENT CASE STATUS (TIERS 2 and 3 ONLY):
Every defendant has been served or dismissed. YES NO
Every party who has not been defaulted has filed a responsive pleading. YES NO
Explain what “No” means in response to either of the above statements:
3. AMENDMENTS (TIERS 2 and 3 ONLY):
A party anticipates filing a pleading amendment will add a new party to the case.
YES NO
4. SETTLEMENT: The parties agree to engage in settlement discussions with a settlement judge
assigned by the court, or a private mediator.
The parties will be ready for a settlement conference or a private mediation by:
.
Case Number:
Ar
izona Supreme Court Page 3 of 5 CVT54f-070118
If the parties will not engage in a settlement conference or private mediation, state the reason(s)
below:
READINESS: This case will be ready for trial by: ___________________________________
5. JURY: A trial by jury is demanded. YES NO
6. LENGTH of TRIAL: The estimated length of trial is days.
NO
7. SUMMARY JURY: The parties agree to a summary jury trial. YES
8. SHORT CAUSE (TIER 1 ONLY): A non-jury trial will not exceed one hour
. YES NO
9. PREFERENCE: This case is entitled to a preference for trial pursuant to the following statute or
rule:
10. SPECIAL REQUIREMENTS: At a pretrial conference or at a trial a party will require disability
accommodations (Specify):
an interpreter (Specify language):
Case Number:
Ar
izona Supreme Court Page 4 of 5 CVT54f-070118
11. SCHEDULING CONFERENCE: The parties request a Rule 16(d) scheduling conference.
YES NO
If a conference is requested, the reasons for the request are:
12. OTHER MATTERS: Other matters that the parties wish to bring to the court’s attention that may
affect management of this case:
ITEMS UPON WHICH THE PARTIES DO NOT AGREE: The parties were in good faith, unable to
agree upon the following items, and the position of each party as to each item is as follows:
Case Number:
Arizona Supreme Court Page 5 of 5 CVT54f-070118
The parties must attach a good faith consultation certificate under Rule 7.1(h) to this Joint Report.
Dated this day of , 20
For Plaintiff For Defendant
For Plaintiff For Defendant
For Plaintiff For Defendant
Arizona Supreme Court Page 1 of 5 CVT53f-070118
Person Filing:
Address (if not protected):
City, State, Zip Code:
Telephone:
Email Address:
Representing [ ] Self or [ ] Lawyer for
Lawyer’s Bar Number:
SUPERIOR COURT OF ARIZONA
IN COUNTY
Plaintiff
Defendant
Case Number CV:
PROPOSED SCHEDULING ORDER
(Check one.)
Tier 1
Tier 2
Tier 3
UPON CONSIDERATION of the Parties’ Proposed Scheduling Order, the Court orders as follows:
1. INITIAL DISCLOSURE: The parties have exchanged their initial disclosure statements or will
exchange them no later than: .
2. EXPERT WITNESS DISCLOSURE (Tier 2 and 3 ONLY):
A. AREAS OF EXPERT WITNESS TESTIMONY
The parties shall disclose areas of expert testimony to each other by this date:
.
(OR)
Plaintiff shall disclose areas of expert testimony to Defendant by this date:
.
Defendant shall disclose areas of expert testimony to Plaintiff by this date:
.
FOR CLERK’S USE ONLY
Case Number:
Arizona Supreme Court Page 2 of 5 CVT53f-070118
B. IDENTITY AND OPINIONS OF EXPERT WITNESSES
The parties shall disclose the identity and opinions of experts to each other on or before
this date: .
(OR)
Plaintiff shall disclose the identity and opinions of experts to Defendant by this date:
.
Defendant shall disclose the identity and opinions of experts to Plaintiff by this date:
.
C. OPINIONS OF REBUTTAL EXPERT WITNESSES
The parties shall disclose their rebuttal expert opinions to each other by this date:
.
3. LAY (non-expert) WITNESS DISCLOSURE: The parties shall simultaneously disclose all lay
witnesses by: .
§ (Alternative): The parties shall disclose lay witnesses in the following order, and by the
following dates:
4. FINAL SUPPLEMENTAL DISCLOSURE:
A. Each party shall send the other party any final supplemental disclosure by this date:
.
B. This order does not replace the parties’ obligation to continue to disclose ARCP Rule 26.1
information on an on-going basis and as it becomes available.
C. No party shall use any lay witness, expert witness, expert opinion, or exhibit at trial not
disclosed in a timely manner, except 1) upon order of the court for good cause shown, or
2) upon a written or an on-the-record agreement of the parties.
5. DISCOVERY DEADLINES: The Court orders the following Discovery Deadlines:
Case Number:
Arizona Supreme Court Page 3 of 5 CVT53f-070118
A. Tier 1 cases are permitted 120 days in which to complete discovery.
B. Tier 2 cases are permitted 180 days in which to complete discovery.
C. Tier 3 cases are permitted 240 days in which to complete discovery.
D. The time to complete discovery runs from the date of the Early Meeting.
E. The parties will submit all discovery pursuant to ARCP Rules 33 through 36 by this date:
.
F. The parties will complete the depositions of parties and lay witnesses by this date:
.
G. The parties will complete the depositions of expert witnesses by this date:
.
H. The parties will complete all other discovery by this date: .
I. “Complete discovery” includes conclusion of all depositions and submission of full and
final responses to written discovery.
6. SETTLEMENT CONFERENCE or PRIVATE MEDIATION: [Choose One]:
Referral to ADR for a settlement conference: The clerk or the court will issue a referral
to ADR by a separate minute entry. The parties shall complete the mediation by this date:
.
Private mediation: The parties shall participate in mediation using a private mediator
agreed to by the parties. The parties shall complete the mediation by:
.
All attorneys and their clients, all self-represented parties, and any non-attorney representatives
who have full and complete authority to settle this case shall personally appear and participate in
good faith in this mediation, even if no settlement is expected. However, if a non-attorney
representative requests a telephonic appearance and the mediator grants the request before the
mediation date, a non-attorney representative may appear telephonically.
Case Number:
Arizona Supreme Court Page 4 of 5 CVT53f-070118
NO settlement conference or mediation: A settlement conference or private mediation is
not ordered.
7. DISPOSITIVE MOTIONS:
A. The parties shall file all dispositive motions by: .
B. The parties propose a trial date of no later than this date: .
C. The parties believe the trial will last days.
(number of days)
8. TRIAL SETTING CONFERENCE:
A. On [the court will provide this date] the court will conduct a
telephonic trial setting conference. Attorneys and self-represented parties shall have their
calendars available for the conference.
Plaintiff Defendant will initiate the conference call by arranging for the presence
of all other counsel and self-represented parties, and by calling this division at:
at the scheduled time.
(division’s telephone number)
9. FIRM DATES:
A. No stipulation of the parties that alters a filing deadline or a hearing date contained in this
scheduling order will be effective without an order of this court approving the stipulation.
B. Dates set forth in this order that govern court filings or hearings are firm dates and may be
modified only with this court’s consent and for good cause.
C. This court ordinarily will not consider a lack of preparation as good cause.
Case Number:
Arizona Supreme Court Page 5 of 5 CVT53f-070118
10. FURTHER ORDERS: The court further orders as follows:
Date
Judge of the Superior Court
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Joint Report And Scheduling Order (Clerk of the Superior Court)

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Completed 25 July 2020

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