(b) Scheduling conference. Within 21 days of service of the notice of charges or such other time as the parties and hearing officer may agree, counsel for all parties shall appear before the hearing officer in person at a specified time and place or by telephone for the purpose of scheduling the course and conduct of the proceeding. This meeting or telephone conference is called a scheduling conference. At the scheduling conference, counsel for the parties shall be prepared to address:
- (1) Determination of the dates and location of the hearing, including, in proceedings under section 1053(b) of the Dodd-Frank Act, whether the hearing should commence later than 60 days after service of the notice of charges;
- (2) Simplification and clarification of the issues;
- (3) Amendments to pleadings;
- (4) Settlement of any or all issues;
- (5) Production of documents as set forth in § 1081.206 and of witness statements as set forth in § 1081.207, and prehearing production of documents in response to subpoenas duces tecum as set forth in § 1081.208;
- (6) Whether or not the parties intend to move for summary disposition of any or all issues;
- (7) Whether the parties intend to seek the deposition of witnesses pursuant to § 1081.209;
- (8) A schedule for the exchange of expert reports and the taking of expert depositions, if any; and
- (9) Such other matters as may aid in the orderly disposition of the proceeding.