KSB

Judge Berger

Report of Parties' Planning Meeting - Document Text

IN THE UNITED STATES BANKRUPTCY COURT
FOR THE DISTRICT OF KANSAS


(Revised 6-3-15)

IN RE:

Debtor(s)
Case No.

Plaintiff(s)

vs
Adversary No.

Defendant(s).

Report of Parties' Planning Meeting

(Held pursuant to Fed. R. Civ.P.26(f))

1.
Pursuant to Fed. R. Civ. P. 26(f), a Parties Planning
Meeting was held on (date) and
was attended by:
Name Address and Phone Party represented


a.
b.
c.
d.
2.
Nature of Complaint or Matter: _______________________
(e.g. Adversary proceeding objecting to discharge,
motion for relief from stay, etc.)
3.
Pre-Discovery Disclosures. The parties [choose one]
[have exchanged]
[will exchange] the information required by Fed. R. Civ.
P. 26(a)(1) on or before _______.
4.
All pretrial discovery will be commenced in time to be
completed by ___________ (date).
5.
Reports from retained experts under Rule 26(a)(2) shall
be due from ________ (name of party) to ____________
(name of party) by _______ (date), and from
_________(name of party) to _____________ (name of
party) by ________ (date).

6.
____________ (name of party) shall prepare and submit a
Pretrial Order not later than _______ (date). Final
lists of witnesses and exhibits under Fed. R.Civ.
P.26(a)(3) shall be due from both parties by the same
date and shall be submitted with the Pretrial Order.
7.
Any motion for leave to join additional parties or to
otherwise amend the pleadings shall be filed by
(date). [Note: The deadline
shall be set at least 30 days before the proposed
pretrial order deadline].


8.
All dispositive motions shall be filed by
(date).
9.
Settlement [choose one]: [is likely] [is unlikely]
[cannot be evaluated prior to [insert date]].
10.
Do the parties believe Alternative Dispute Resolution
might be helpful? Yes/No
11.
This case can be ready for trial not later than
(date) and is
expected to take ____________ (number of trial days
estimated).


12.
Special issues: [If you are aware of discovery,
settlement, or other issues that might dictate how this
case should be handled, please address those issues
here.]
13.
Consent to Bankruptcy Court Jurisdiction. If any party
believes it is entitled to have any issue decided by an
Article III judge, it nevertheless consents to trial and
to entry of a final order by the bankruptcy judge.
OR


_________(name of party) does not consent and has filed
a timely Motion to Transfer (withdraw the reference)
pursuant to D. Kan. Rule 83.8.6.


14.
The Court is often able to cancel the Scheduling
Conference, upon receipt of the Parties= Planning
Meeting Report, if the parties are in consensus on the
scheduling of the matter. Does any party request the
Court conduct a Scheduling Conference in this case (such
as, e.g., to discuss discovery disputes, settlement
possibilities, or any other relevant matters),
notwithstanding the submission of this Report?
a.
The parties consent to canceling the Scheduling
conference OR
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b.
The parties (or party B name the party) request(s)
the Scheduling Conference be held.
Report should be prepared by counsel for the plaintiff (if
Adversary Proceeding) or movant and circulated in time for filing
with the Court not later than four working days prior to the
previously noticed scheduling conference. The failure of the
parties to file this report may result in the summary dismissal of
the complaint or contested matter.


Approval signatures of all counsel and of any self-represented
party:


(Signature lines shall include all counsels= Supreme Court ID
numbers, addresses, phone numbers and business email address).

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