Monthly Archives

April 2021

Highlights from the AAA’s New Publication on Discovery Best Practices

The American Arbitration Association (“AAA”) released recommendations for AAA Construction Advocates and Arbitrators with regard to best discovery practices and tips for Construction Arbitration.  See American Arbitration Association Discovery Best Practices for Construction Arbitration (“Best Practices”).  Through the AAA National Construction Dispute Resolution Committee, our own John Bulman played a key role in drafting these guidelines.  The 7-page guideline provides a bullet point, practical summary of information exchange in arbitration.  It is a helpful resource to counsel, clients, and arbitrators to understand the ground rules in an arbitration proceeding.  In this post, I summarize some of the key takeaways from the Best Practices.

Document Exchange

Generally, parties are entitled to examine an opposing parties documents; however, “the scope of documents should be narrowly tailored and proportionate to the disputes at hand.” To achieve this goal, parties should each submit detailed statement of claims and defenses as early as possible to narrow the issues,

Be Careful What You Offer in Your Next Offer of Judgment!

Practice area:

The Federal and most state rules of civil procedure contain an offer of judgment provision.  It allows a defendant to issue an “offer of judgment” to a plaintiff to settle the case.  It is designed to create a pause with the plaintiff to assess her case and decide whether she wants to proceed forward with the litigation or resolve it.  The purpose of the rule is to encourage prompt and early resolution of disputes.  A defendant utilizing the rule has an incentive to make a realistic offer that is inclusive of accrued interest and other litigation expenses (such as attorney’s fees where there is a fee shifting provision).  If an offer of judgment is not accepted, it potentially creates a cost shifting provision in favor of the defendant if the plaintiff does not recover an amount greater than the amount offered.  It also sets up an opportunity for the defendant to assert that no attorney’s fees should be