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Form 14(a). Joint Report: Commercial Case

Arizona Revised Statutes AnnotatedRules of Civil Procedure for the Superior Courts of ArizonaEffective: January 1, 2021

Arizona Revised Statutes Annotated
Rules of Civil Procedure for the Superior Courts of Arizona (Refs & Annos)
X. General Provisions
Effective: January 1, 2021
16 A.R.S. Rules of Civil Procedure, Form 14(a)
Form 14(a). Joint Report: Commercial Case
In the Superior Court of Arizona
__________ County
)
Plaintiffs
)
Case number
 
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v
)
Joint Report
)
Defendants
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(Commercial case)
)
Assigned to:
The parties signing below certify that they have conferred in good faith, either in person or by telephone as required by Rule 7.1(h), about the matters set forth in Rules 8.1(e) and 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 item 14 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.
1. Brief description of the case:
 
• If a claimant is seeking other than monetary damages, specify the relief sought
 
• This is a commercial case under Rule 8.1 because (refer to the specific provisions of Rule 8.1 that apply):
 
2. Current case status: Every defendant has been served or dismissed. yes no
• Every party who has not been defaulted has filed a responsive pleading. yes no
• Explanation of a “no” response to either of the above statements:
 
3. Amendments: A party anticipates filing an amendment to a pleading that will add a new party to the case: yes no
4. Special case management: Special case management procedures are appropriate: yes no If “yes,” the following case management procedures are appropriate because: __________.
5. Commercial case management [Rule 8.1(e)]:
a. Approximate Amount in Controversy $
 
b. The commercial court should assign this case to a tier other than Tier 3 for the following reasons:
 
c. Anticipated Areas of Expert Testimony (not binding):
 
 
d. Electronically Stored Information
The parties do not expect electronically stored information to be at issue in this case.
The parties do expect electronically stored information to be at issue in this case.
Have the parties reached an agreement regarding the discovery of electronically stored information? yes no
If yes, have the parties filed a stipulated order? yes no
Do the parties currently have disputes or anticipate particular disputes over electronically stored information? yes no
If yes, please describe the dispute(s):
 
e. Privilege Issues and Protective Order
Have the parties reached an agreement regarding the inadvertent production of privileged material pursuant to Rule 502 of the Rules of Evidence? yes no
If so, have the parties filed a stipulated order? yes no
Have any issues arisen or do you expect any issues to arise regarding claims of privilege or protection of trial preparation materials pursuant to Rule 26(b)(6) or Rule 26.1(h)? yes no
If so, have the parties filed a stipulated protective order? yes no
6. 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 __________.
If the parties will not engage in a settlement conference or a private mediation, state the reason(s):
 
7. Readiness: This case will be ready for trial by __________.
8. Jury:
• There is a right to a trial by jury. yes no
• If there is such a right, it has been waived by the parties. yes no
9. Length of trial: The estimated length of trial is ___ days.
10. Summary jury: The parties agree to a summary jury trial. yes no
11. Preference: This case is entitled to a preference for trial under the following statute or rule:
 
12. Special requirements:
At a pretrial conference or at trial, a party will require disability accommodations (specify)
 
an interpreter (specify language)
 
13. Other matters: Other matters that the parties wish to bring to the court's attention that may affect management of this case:
 
14. Items upon which the parties do not agree: The parties certify that they were unable in good faith to agree upon the following items, and the position of each party as to each item is as follows:
 
Dated this ___ day of __________, 20 ___.
For Plaintiff
For Defendant

Credits

Added Sept. 2, 2016, effective Jan. 1, 2017. Amended effective Feb. 8, 2017; Aug. 31, 2017, effective July 1, 2018; Aug. 28, 2018, effective Jan. 1, 2019; Aug. 26, 2020, effective Jan. 1, 2021.
16 A. R. S. Rules Civ. Proc., Form 14(a), AZ ST RCP Form 14(a)
State Court Rules are current with amendments received through November 15, 2023. The Code of Judicial Administration is current with amendments received through November 1, 2023.
End of Document