Small Claims Settlement Conference Preparation Checklist (20:App J): Difference between revisions
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Settlement Conference Preparation Checklist | Settlement Conference Preparation Checklist | ||
:1. Be prepared to define the issues | |||
:2. List who will attend settlement conference | |||
:3. Authority to settle: obtain instructions and ensure a representative with authority to settle is in attendance | |||
:4. List who will speak to what issues | |||
:5. Witnesses: how many and names/evidence | |||
:6. Expert witnesses: bring report or summary of opinion expected | |||
:7. Expected schedule for delivery of expert reports | |||
:8. Documents to be sought and schedule for delivery | |||
:9. List documents to bring | |||
:10. Consider admissions or seek agreed facts, or alternative methods of proof | |||
:11. Time estimate for trial, available dates for counsel and witnesses | |||
:12. Other orders: in advance of trial, consider if a separate hearing will be required for one or more of the following: | |||
:(a) summary judgment or dismissal | ::(a) summary judgment or dismissal | ||
:(b) production of other documents or evidence | ::(b) production of other documents or evidence | ||
:(c) addition of parties or amendment of pleadings | ::(c) addition of parties or amendment of pleadings | ||
:(d) change of venue | ::(d) change of venue | ||
:(e) consolidation of claims, joining trials | ::(e) consolidation of claims, joining trials | ||
:(f) inspection or preservation of property | ::(f) inspection or preservation of property | ||
:(g) independent medical examination | ::(g) independent medical examination | ||
:13. Ask the judge to review the prospect of the penalties in Rules 10.1, 20(5) and 20(6) | |||
:'''SOURCE:''' ''Small Claims Court - 1994'', Continuing Legal Education Society Manual. | :'''SOURCE:''' ''Small Claims Court - 1994'', Continuing Legal Education Society Manual. |
Revision as of 22:36, 23 November 2022
This information applies to British Columbia, Canada. Last reviewed for legal accuracy by the Law Students' Legal Advice Program on June 24, 2022. |
Settlement Conference Preparation Checklist
- 1. Be prepared to define the issues
- 2. List who will attend settlement conference
- 3. Authority to settle: obtain instructions and ensure a representative with authority to settle is in attendance
- 4. List who will speak to what issues
- 5. Witnesses: how many and names/evidence
- 6. Expert witnesses: bring report or summary of opinion expected
- 7. Expected schedule for delivery of expert reports
- 8. Documents to be sought and schedule for delivery
- 9. List documents to bring
- 10. Consider admissions or seek agreed facts, or alternative methods of proof
- 11. Time estimate for trial, available dates for counsel and witnesses
- 12. Other orders: in advance of trial, consider if a separate hearing will be required for one or more of the following:
- (a) summary judgment or dismissal
- (b) production of other documents or evidence
- (c) addition of parties or amendment of pleadings
- (d) change of venue
- (e) consolidation of claims, joining trials
- (f) inspection or preservation of property
- (g) independent medical examination
- 13. Ask the judge to review the prospect of the penalties in Rules 10.1, 20(5) and 20(6)
- SOURCE: Small Claims Court - 1994, Continuing Legal Education Society Manual.
- NOTE: The Small Claims BC website has its own settlement conference checklist
- NOTE: For trial conferences under the pilot project in Vancouver (Robson Square), at least 14 days in advance of the conference, each party is required to complete a Trial Statement (Form 33) and file it, along with all relevant documents, at the registry (Rule 7.5(9)). Each party must serve the other parties to the claim with a copy of the trial statement and attachments at least 7 days before the trial conference (Rule 7.5(10)).
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