Ariz. Civ. P. Sup. Ct. Form 14(a)

As amended through December 3, 2024

Form 14(a) - Joint Report: Commercial Case

In the Superior Court of Arizona

__________ County

	)
Plaintiffs	)	Case number
	)
v	)	Joint Report
	)
Defendants	)	(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(f) 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

Ariz. Civ. P. Sup. Ct. Form 14(a)

Added Sept. 2, 2016, effective 1/1/2017. Amended effective 2/8/2017;8/31/2017, effective 7/1/2018; amended effective 1/1/2019; amended August 26, 2020, effective 1/1/2021.