HAWAIʻI ARBITRATION RULES

The Hawaiʻi Arbitration Rules (Rules Governing the Court Annexed Arbitration Program), attached to these Rules of the Circuit Courts as Exhibit A, shall govern the Court Annexed Arbitration Program in the circuit courts of this state, and shall be effective as provided in Hawai‘i Arbitration Rule 27. (Added January 22, 1986, effective February 15, 1986; amended September 28, 1987, effective October 1, 1987.) APPENDIX OF FORMS Suggested forms - First pages of pleadings. at least 1" ➔ at least 3" ➔ JOHN DOE, 817 171 Waianuenue Avenue Hilo, Hawai‘i 96720 Tel. No. 935 2321 Attorney for Plaintiff IN THE CIRCUIT COURT OF THE THIRD CIRCUIT STATE OF Hawai‘i A. B., Plaintiff, ) Civil No. ____ ) v. ) COMPLAINT; SUMMONS; ) MOTION FOR TEMPORARY RESTRAINING C. D. and E. F., Defendants ) ORDER AND PRELIMINARY INJUNCTIONS; ) AFFIDAVIT IN SUPPORT OF MOTION ) FOR TEMPORARY RESTRAINING ORDER ) AND PRELIMINARY INJUNCTION: _________________________________) NOTICE OF MOTION COMPLAINT The Plaintiff, A. B., complains of the Defendant C. D. and E. F., as follows: (Suggested Form: First page of the first paper) at least 1" ➔ IN THE CIRCUIT COURT OF THE THIRD CIRCUIT STATE OF Hawai‘i A. B., Plaintiff, ) Civil No. ____ ) v. ) MOTION FOR TEMPORARY ) RESTRAINING ORDER AND C. D. and E. F., Defendants ) PRELIMINARY INJUNCTION ) _________________________________) MOTION FOR TEMPORARY RESTRAINING ORDER AND PRELIMINARY INJUNCTION The Plaintiff, A. B., moves this Court (Suggested Form: First page of the first paper) FORM A (Reserved) FORM B IN FORMA PAUPERIS DECLARATION _________________________________________________ [Insert appropriate court] _____________________________ State of Hawai‘i v. _____________________________ ( Petitioner) DECLARATION IN SUPPORT OF REQUEST TO PROCEED IN FORMA PAUPERIS I, __________________________________________________, declare that I am the petitioner in the above entitled case; that in support of my petition to proceed without being required to prepay fees, costs or give security therefor, I state that because of my poverty, I am unable to pay the costs of said proceeding or to give security therefor; that I believe I am entitled to relief. 1. Are you presently employed? Yes ______ No ______ a. If the answer is "yes," state the amount of your salary or wages per month, and give the name and address of your employer. _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ b. If the answer is "no," state the date of last employment and the amount of the salary and wages per month which you received. _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ 2. Have you received within the past twelve months any money from any of the following sources? a. Business, profession or form of self-employment? Yes ______ No ______ b. Rent payments, interest or dividends? Yes ______ No ______ c. Pensions, annuities or life insurance payments? Yes ______ No ______ d. Gifts or inheritances? Yes ______ No ______ e. Any other sources? Yes ______ No ______ If the answer to any of the above is "yes," describe each source of money and state the amount received from each during the past twelve months. _______________ ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 3. Do you own any cash, or do you have money in a checking or savings account? (Include any funds in prison accounts.) Yes ______ No ______ If the answer is "yes," state the total value of the items owned. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 4. Do you own real estate, stocks, bonds, notes, automobiles, or other valuable property (excluding ordinary household furnishings and clothing)? Yes ______ No ______ If the answer is "yes," describe the property and state its approximate value. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 5. List the persons who are dependent upon you for support, state your relationship to those persons, and indicate how much you contribute toward their support. _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ I declare (or certify, verify, or state) under penalty of perjury that the foregoing is true and correct. Executed on (date) . ____________________________ Signature of Petitioner CERTIFICATE I hereby certify that the petitioner herein has the sum of $__________________ on account to his credit at the ____________________ institution where he is confined. I further certify that petitioner likewise has the following securities to his credit according to the records of said ______________________________ institution: ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ _________________________________ Authorized Officer of Institution Form C-1. Sample Format for Hearing Motion: MOTION DAVID JONES 0000 1234 King Street Honolulu, HI 96813 Tel: (808) 524-1234 Attorney for Plaintiff ABC, Inc. IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) ) ) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) PLAINTIFF ABC, INC.’S MOTION FOR SUMMARY JUDGMENT; MEMORANDUM IN SUPPORT OF MOTION; AFFIDAVIT OF JOHN SMITH; DECLARATION OF MARY SMITH; EXHIBITS 1-5; NOTICE OF HEARING; AND CERTIFICATE OF SERVICE HEARING MOTION JUDGE: _______________________________ TRIAL DATE: ___________________________ HEARING DATE: _______________________ HEARING TIME: ________________________ PLAINTIFF ABC, INC.’S MOTION FOR SUMMARY JUDGMENT ( Text of motion with citation to legal authority ) DATED: Honolulu, Hawaiʻi, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. Form C-2. Sample Format for Hearing Motion: MEMORANDUM IN SUPPORT OF MOTION IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) MEMORANDUM IN SUPPORT OF MOTION MEMORANDUM IN SUPPORT OF MOTION ( Text of Memorandum ) DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. Form C-3. Sample Format for Hearing Motion: AFFIDAVIT IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) AFFIDAVIT OF JOHN SMITH AFFIDAVIT OF JOHN SMITH State of Hawai‘i ) ) ss. City and County of Honolulu ) JOHN SMITH, being first duly sworn on oath, deposes and says: ( Text of Affidavit ) Further affiant sayeth naught. (signature) JOHN SMITH Subscribed and sworn to before me this ____ day of __________, 20___. ( Notary Public Seal ) (signature) NOTARY PUBLIC, State of Hawai‘i My commission expires: (date) Form C-4. Sample Format for Hearing Motion: DECLARATION IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) DECLARATION OF MARY SMITH DECLARATION OF MARY SMITH ( Text of Declaration ) I, MARY SMITH, do declare under penalty of law that the foregoing is true and correct. DATED: Honolulu, Hawai‘i, (date) . (signature) MARY SMITH Form C-5. Sample Format for Hearing Motion: NOTICE OF HEARING IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) NOTICE OF HEARING AND CERTIFICATE OF SERVICE NOTICE OF HEARING TO:Jane Brown 87 King Street Honolulu, Hawai‘i 96813 Attorney for Defendant XYZ, Inc. NOTICE IS HEREBY GIVEN that the Motion for Summary Judgment shall come on for hearing before the Honorable (name of judge) , Judge of the above-entitled court, in his/her courtroom at (address) on (day & date) at (time) , or as soon thereafter as counsel may be heard. DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. CERTIFICATE OF SERVICE The undersigned hereby certifies that a copy of the foregoing motion was served on the above-identified parties at their respective addresses by ( hand delivery or depositing the same in the United States mail, postage prepaid ) on (service date) . DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. Form D-1. Sample Format for Non-Hearing Motion: MOTION DAVID JONES 0000 1234 King Street Honolulu, HI 96813 Tel: (808) 524-1234 Attorney for Plaintiff ABC, Inc. IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) ) ) ) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) PLAINTIFF ABC, INC.’S MOTION TO COMPEL DISCOVERY; MEMORANDUM IN SUPPORT OF MOTION; AFFIDAVIT OF JOHN SMITH; DECLARATION OF MARY SMITH; EXHIBITS 1-5; NOTICE OF MOTION AND CERTIFICATE OF SERVICE NON-HEARING MOTION JUDGE: _______________________________ TRIAL DATE: __________________________ PLAINTIFF ABC, INC.’S MOTION TO COMPEL DISCOVERY ( Text of motion with citation of legal authority ) DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. Form D-2. Sample Format for Non-Hearing Motion: MEMORANDUM IN SUPPORT OF MOTION IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) MEMORANDUM IN SUPPORT OF MOTION MEMORANDUM IN SUPPORT OF MOTION ( Text of Memorandum ) DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. Form D-3. Sample Format for Non-Hearing Motion: AFFIDAVIT IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) AFFIDAVIT OF JOHN SMITH AFFIDAVIT OF JOHN SMITH State of Hawai‘i ) ) ss. City and County of Honolulu ) JOHN SMITH, being first duly sworn on oath, deposes and says: ( Text of Affidavit ) Further affiant sayeth naught. (signature) JOHN SMITH Subscribed and sworn to before me this ____ day of __________, 20___. ( Notary Public Seal ) (signature) NOTARY PUBLIC, State of Hawai‘i My commission expires: (date) Form D-4. Sample Format for Non-Hearing Motion: DECLARATION IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) DECLARATION OF MARY SMITH DECLARATION OF MARY SMITH ( Text of Declaration ) I, MARY SMITH, do declare under penalty of law that the foregoing is true and correct. DATED: Honolulu, Hawai‘i, (date) . (signature) MARY SMITH Form D-5. Sample Format for Non-Hearing Motion: NOTICE OF MOTION AND CERTIFICATE OF SERVICE IN THE CIRCUIT COURT OF THE FIRST CIRCUIT STATE OF HAWAI‘I ABC, INC., Plaintiff, vs. XYZ, INC., Defendant. )))))) ) ) ) ) Civil No. __________________ (Case category, see RCCH Rule 3(c)(5)) NOTICE OF MOTION AND CERTIFICATE OF SERVICE NOTICE OF MOTION TO:Jane Brown 87 King Street Honolulu, Hawai‘i 96813 Attorney for Defendant XYZ, Inc. NOTICE IS HEREBY GIVEN that the undersigned has filed with the above-entitled court the motion attached hereto. Any response to said motion must be filed and served no later than 10 days after the service date indicated on the attached Certificate of Service. Pursuant to Rule 6(e) of the Hawai‘i Rules of Civil Procedure, if the motion is served by mail, any response to said motion must be filed and served no later than 12 days after the service date indicated on the attached Certificate of Service. DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. CERTIFICATE OF SERVICE The undersigned hereby certifies that a copy of the foregoing motion was served on the above-identified parties at their respective addresses by ( hand delivery or depositing the same in the United States mail, postage prepaid ) on (service date) . DATED: Honolulu, Hawai‘i, (date) . (signature) DAVID JONES Attorney for Plaintiff ABC, Inc. Form E-1 . Notice of Request for Scheduling Conference ( Effective 1/1/2022) [Name of Attorney & Bar Number or Self-represented Party] [Address] [Telephone No.] [Email] [Attorney for Plaintiff(s) or Plaintiff] IN THE CIRCUIT COURT OF THE __________ CIRCUIT STATE OF HAWAI‘I XXX, Plaintiff(s), vs. XXX, Defendant(s). ) ) ) ) ) ) ) ) ) ) ) ) CIVIL NO. ___________ NOTICE OF REQUEST FOR SCHEDULING CONFERENCE; [PROPOSED] ORDER SETTING SCHEDULING CONFERENCE JUDGE: _______________ NOTICE OF REQUEST FOR SCHEDULING CONFERENCE Plaintiff enters a Notice of Request for Scheduling Conference pursuant to Rule 16)(b)(4) of the Hawai‘i Rules of Civil Procedure (HRCP) and Rule 12(a)(4) of the Rules of the Circuit Courts of the State of Hawai‘i (RCCH). HRCP 16(b)(2) and RCCH 12(a)(2) require the court to issue a Scheduling Order within the earlier of 90 days after any defendant has been served with the complaint or 60 days after any defendant has appeared, unless the court finds good cause for delay. The undersigned certifies that (check all that apply): [ ] the first service of the complaint on any defendant was on ____________ (date) [ ] the first appearance by any defendant was on _____________ (date) [Footer language to be added specifying docket code to be used by filing party] and requests that the Scheduling Conference be held before _____________ (insert the applicable 60 or 90 day deadline). DATED: _____________, Hawai‘i, ________________________________________. ______________________________________________ Signature of Attorney or Self-Represented Party 2 (11/18/21) Form E-2. [PROPOSED] ORDER SETTING SCHEDULING CONFERENCE (Effective 1/1/2022) [Name of Attorney & Bar Number or Self-Represented Party] [Address] [Telephone No.] [Email] [Attorney for Plaintiff(s) or Plaintiff] IN THE CIRCUIT COURT OF THE __________ CIRCUIT STATE OF HAWAI‘I XXX, Plaintiff(s), vs. XXX, Defendant(s). ) ) ) ) ) ) ) ) ) ) ) ) CIVIL NO. __________ [PROPOSED] ORDER SETTING SCHEDULING CONFERENCE Date: _____________________ Time: Judge: ____________________ [PROPOSED] ORDER SETTING SCHEDULING CONFERENCE (READ THIS ORDER CAREFULLY) IT IS HEREBY ORDERED that the parties shall appear (check one): [ ] In person [ ] Video Conference for a scheduling conference on _________________ at ________ __.m. before the Honorable ____________________, pursuant to Rule 16(b) of the Hawai‘i Rules of Civil Procedure (HRCP) and Rule 12(a) of the Rules of the Circuit Courts of the State of Hawai‘i (RCCH). 1. Lead trial counsel and self-represented parties are required to attend. 2. In person conferences are held in the judge’s courtroom located at _______________________________________________________ (insert address). Please Footer language to be added specifying docket code to be used by filing party] be prompt and inform the Law Clerk of your presence. Video conferences are conducted via Zoom . Parties are instructed to read the court’s Zoom Video Conferencing Instructions for Attorneys and Other Participants filed in this case to participate in a video conference. 3. The parties are reminded that a meeting of the parties must occur at least 21 days before the scheduling conference. The parties must confer in good faith on the following: · The basis of their claims and defenses; · Possibilities for promptly settling or resolving the case; · Initial disclosures as required by HRCP 26(a)(1); · Assignment of the case to an expedited or non-expedited track under HRCP 16.1; · Issues about preserving discoverable information; and · A proposed discovery plan as required by HRCP 26(f)(3) and RCCH 12(a)(6)(C). HRCP 26(f); RCCH 12(a)(6). The parties are expected to review the applicable court rules which set forth in detail the information the parties are required to discuss. 4. A joint report of the parties outlining the parties’ discovery plan must be filed within 14 calendar days after the meeting of the parties. HRCP 26(f); RCCH 12(a)(6)(B). 5. Each party shall file a scheduling conference statement in accordance with RCCH 12(a)(7) no later than 7 calendar days before the scheduling conference. 6. Plaintiff(s) is(are) required to promptly serve this Order on all parties who have been served with the complaint, but who have not yet appeared in this case. Plaintiff(s) must also serve this Order on all unrepresented parties who are not JEFS Users and who have not consented to electronic service. 7. Failure to comply with either any part of this Order or to attend the scheduling conference may result in sanctions (including fines, dismissal, entry of default, and an award of attorneys’ fees and costs). RCCH 12(l). DATED: ___________, Hawai‘i, ___________________________________________. ___________________________________________ Judge of the above-entitled Court 2 Form E-3. CERTIFICATE OF SERVICE (Effective 1/1/2022) [Attorney Name & Bar No. or Name of self-represented party] [Address] [Telephone no.] [Email] [Attorney for Plaintiff(s) or Unrepresented Plaintiff] IN THE CIRCUIT COURT OF THE ______ CIRCUIT STATE OF HAWAI‘I XXX, Plaintiff(s), vs. XXX, Defendant(s). ) ) ) ) ) ) ) ) ) ) CIVIL NO. __________ CERTIFICATE OF SERVICE (RE: ORDER SETTING SCHEDULING CONFERENCE) CERTIFICATE OF SERVICE The undersigned certifies that a true and correct file marked copy of the ORDER SETTING SCHEDULING CONFERENCE was served on all parties who have been served with the complaint either electronically through the Hawai‘i Judiciary Electronic Filing System (“JEFS”) or conventionally via U.S. Mail at their last known address(es) on the date indicated below: [Name of Party] [Manner of Service] [Date] DATED: _____________, Hawai‘i _________________________________________. _________________________________________ Plaintiff/Plaintiff’s Counsel Footer language to be added specifying docket code to be used by filing party] (11/18/21) Form E-4. JOINT REPORT OF PARTIES (Effective 1/1/2022) [Attorney Name & Bar No. or Name of self-represented party] [Address] [Telephone no.] [Email] [Attorney for _________ or self-represented party] IN THE CIRCUIT COURT OF THE __________ CIRCUIT STATE OF HAWAI‘I XXX, Plaintiff, vs. XXX, Defendant. ) ) ) ) ) ) ) ) ) ) CIVIL NO. ______________ JOINT REPORT OF THE PARTIES Scheduling Conference: ________ Judge: _______________ JOINT REPORT OF THE PARTIES (HRCP 26(f)(2) and RCCH 12(a)(6)(B) require the parties to file a joint report within 14 days after the parties’ meeting.) In accordance with Rule 26(f)(2) of the Hawai‘i Rules of Civil Procedure (HRCP) and Rule 12(a)(6)(B) of the Rules of the Circuit Courts of the State of Hawai‘i (RCCH), the parties signing below met ( check one ) [ ] in person [ ] by telephone [ ] by video on ________________ ( insert date ) and certify they conferred in good faith about the following: • the nature and basis of their claims and defenses; • the possibilities for promptly settling or resolving the case; • making or arranging for disclosures required by HRCP 26(a)(1); • whether the case should be assigned to an expedited or non-expedited track for trial under HRCP 16.1; Footer language to be added specifying docket code to be used by filing party] (11/18/21) • preserving discoverable information; and • a proposed discovery plan. A. Disclosures under HRCP 26(a) (check all that apply) : Initial Disclosures – HRCP 26(a)(1) : [ ]Initial disclosures were or will be made by Plaintiff(s) on ____________ (date). [ ]Initial disclosures were or will be made by Defendant(s) on _________ (date). [ ]Changes in the timing, form, or requirements for initial disclosures under HRCP 26(a)(1) should be made as follows: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Expert Disclosures – HRCP 26(a)(2): [ ]Expert Disclosures will be made: 1. By parties having the burden of proof on a claim or an affirmative defense no later than 120 days before the trial date to be set by the court; 2. By parties opposing a claim for relief or an affirmative defense no later than 90 days before the trial date to be set by the court; and 3. By parties intending to present evidence solely to rebut evidence on the subject matter identified for the first time by a party opposing a claim for relief or an affirmative defense no later than 60 days before the date set for trial. OR [ ]Changes in the timing, form, or requirements for expert disclosures under HRCP 26(a)(2) should be made as follows: ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ 2 (11/18/21) B. Discovery : 1. Discovery may be needed on the following subjects: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 2. Discovery should be completed by: ___________________________ (date). 3. Discovery should be conducted in phases or be limited to or focused on particular issues as follows: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ C. Electronically Stored Information (ESI) : As to any issues about disclosure, discovery, or preservation of ESI, including the form or forms in which it should be produced, the parties report: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ D. Claims of Privilege or of Protection as Trial-Preparation Materials : (parties should identify whether they anticipate any claims of privilege or of protection as trial-preparation materials; whether the parties agree on a procedure to assert these claims after production (i.e., claw back), and whether they ask the court to include their agreement in an order under Rule 502 of the Hawai‘i Rules of Evidence): ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 3 (11/18/21) E. Changes, if any, to be Made in Limitations on Discovery : (parties should discuss and report on whether any changes should be made to the limitations on discovery set forth in the HRCP or the RCCH, and any other limitations that should be imposed): _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ F. Other Orders : (parties should report on whether there are any other orders that the court should issue under HRCP 26(c) or under HRCP 16(b) and (c)). _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ G. Other Matters : (parties should report on whether they are amenable to ADR; and any other miscellaneous matter they believe is relevant to the scheduling conference with court): _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ SUBMITTED BY: ___________________________ ________________________________ Plaintiff / Counsel for Plaintiff(s) Defendant / Counsel for Defendant(s) <<additional signature lines to be added if multiple parties>> 4 (11/18/21) Form E-5. SCHEDULING CONFERENCE STATEMENT (Effective 1/1/2022) [Name of Attorney & Bar Number or Self-represented Party] [Address] [Telephone No.] [Email] [Attorney for _________ OR Self-represented Party] IN THE CIRCUIT COURT OF THE _________CIRCUIT STATE OF HAWAI‘I XXX, Plaintiff, vs. XXX, Defendant. ) ) ) ) ) ) ) ) ) ) ) ) ) ) Civil No. __________________________ SCHEDULING CONFERENCE STATEMENT OF PLAINTIFF / DEFENDANT SCHEDULING CONFERENCE : DATE: _____________ TIME: ________ JUDGE: _________________________ SCHEDULING CONFERENCE STATEMENT OF Must be filed and served no later than 7 days before the Scheduling Conference unless otherwise ordered by the court. RCCH 12(a)(7). Pursuant to Rule 12(a)(7) of the Rules of Circuit Courts of the State of Hawai‘i (RCCH), PLAINTIFF/DEFENDANT NAME OF PARTY submits the following Scheduling Conference Statement. Footer language to be added specifying docket code to be used by filing party] (11/18/21) A. BRIEF DESCRIPTION OF THE CASE (also specify if asserting legal and equitable claims): __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ [ ] If a party is seeking a remedy other than monetary damages, please specify the relief sought: __________________________________________________ __________________________________________________ __________________________________________________ B. STATEMENT OF JURISDICTION AND VENUE (WITH CITED AUTHORITY) AND A SHORT DESCRIPTION OF THE FACTS CONFERRING VENUE: __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ C. JURY OR NON-JURY TRIAL (check one): [ ] JURY TRIAL. A demand for a jury trial was filed on ____________ _______________. [ ] NON-JURY TRIAL. D. ASSIGNMENT OF CASE TO AN EXPEDITED OR NON-EXPEDITED TRACK UNDER RULE 16.1 OF THE HAWAI‘I RULES OF CIVIL PROCEDURE (HRCP) (check one): [ ] Expedited Track : Based on considerations of fairness, cost-effectiveness, and expedition, this case should be assigned to an expedited trial track to secure the just, speedy, and efficient resolution of the case. [ ] Non-Expedited Track : Considering factors such as the number of claims and parties involved, the monetary value of the case, the extent and nature of the claims, the volume and extent of discovery, and the number of witnesses, experts and documents, this case should be assigned to a non-expedited trial track. 2 (11/18/21) E. APPROPRIATENESS, EXTENT, AND TIMING OF DISCLOSURES (check one): [ ] The undersigned has or will provide all disclosures pursuant to HRCP 26 within the time limits prescribed within the rule or will provide disclosures as set forth in the Joint Report of the Parties. [ ] DISCLOSURES pursuant to HRCP 26 not covered by the Joint Report of the Parties: _______________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ F. DISCOVERY COMPLETED: _________________________________________________ DISCOVERY IN PROGRESS: ________________________________________________ MOTIONS PENDING AND HEARING DATE(S): __________________________________ G. STATEMENT ADDRESSING APPROPRIATENESS OF ANY SPECIAL PROCEDURES OR OTHER MATTERS SPECIFIED IN HRCP 16(c) THAT ARE NOT COVERED BY THE JOINT REPORT OF THE PARTIES FILED PURSUANT TO HRCP RULE 26(f): ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ H. RELATED CASES (IN STATE OR FEDERAL COURT) WITH CASE STATUS (e.g., pending, adjudicated or otherwise terminated): ___________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ I. ANY ADDITIONAL MATTERS: ________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ J. THE UNDERSIGNED CERTIFIES (CHECK ONE) : [ ] the parties conferred on _____________ (at the least 21 days before the scheduling conference) on the following matters: • the nature and basis of their claims and defenses; • the possibilities for promptly settling or resolving the case; • making or arranging for disclosures required by HRCP 26(a)(1); 3 (11/18/21) • whether the case should be assigned to an expedited or non-expedited track for trial under HRCP 16.1; • preserving discoverable information; and • a proposed discovery plan. [ ] THE PARTIES DID NOT CONFER AS REQUIRED BY RULE 12(a)(6) OF THE RULES OF THE CIRCUIT COURTS OF THE STATE OF HAWAI‘I BECAUSE : _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ DATED: _________________, Hawai‘i ___________________, 202_. _________________________________________ Name of Party / Party’s Attorney 4 (11/18/21) EXHIBIT B Non-Hearing Motions Add to Record on Appeal (Agency Appeal) Alter or Amend Order or Judgment Amend Pre-Trial Statement or Responsive Pre-Trial Statement Amend Answer Amend Complaint, Crossclaim, Counterclaim or Any Other Claim Attorney's Charging Lien Attorney's Fees (except motions for attorneys fees as a sanction pursuant to HRCP 11 or in a foreclosure case are hearing motions) Bifurcation as to Issues or as to Third Party Claims (motion for bifurcation as to parties is a hearing motion) Change of Venue Clarification of Order or Judgment Clerk to Sign Quitclaim Deed Consolidate (Must have consolidated captions) Note:Decided by judge assigned to case with earliest filing date. Continue Action by or Against Representative of Incompetent Party (HRCP 25(b)) Doe Defendants, Allow Additional Time to Name or Identify (HRCP 17) Doe Defendants, Certify or Identify Doe Defendants, Extend Time to File Certification of Doe Defendants Expunge Lis Pendens Extend, Review, Revive Judgment pursuant to HRS §657-5 Note:HRS §657-5 allows hearing or non-hearing motion to extend life of judgment. Extend Time for Third Party to File Pre-Trial Statement or Responsive Pre-Trial Statement Extend Time to File Motion for Summary Judgment (less than 50 Days Before Trial Date)(HRCP 56(c)) Extend Time to File Pre-Trial Statement or Responsive Pre-Trial Statement Note:may be done ex parte or by Stipulation and Order Extend Time to Respond to Non-Hearing Motions Filed File Counterclaim, Crossclaim or Any Other Claim File Third-Party Complaint (HRCP 14(a)) Intervene Joinder or Non-Joinder of Parties Jury Trial Leave to Dispose of Property Free and Clear Leave to Present Counterclaim Maturing or Acquired After Pleading Leave to Set Up Omitted Counterclaim by Amendment More Definite Statement Open Sealed Deposition Payment of Undisputed Portion of Estimated Compensation Reconsideration of Order or Judgment Rehear a Hearing Motion (where no written order was filed) Rehear Non-Hearing Motion (where no written order was filed) Reimbursement of Out-of-Pocket Expenses Release Mortgage Set Aside Default or Vacate Default Entered by Clerk or by the Court Set Aside Entry of Default Judgment Set Aside or Vacate Order or Judgment Sever Claims Strike Claim Substitution of Parties Withdraw Monies Witness, Extend Time to Name Witness or Name Final Witness Witness, Extend Witness Cut-Off Date