Texas Mediation Position Statement

MEDIATION POSITION STATEMENT

CONFIDENTIAL — FOR MEDIATOR'S EYES ONLY

Case Caption: [________________________________________] v. [________________________________________]

Court / Cause No.: [________________] District Court, [________________] County, Texas, Cause No. [________________]

Mediation Date: [__/__/____]

Mediator: [________________________________________]

Submitting Party: ☐ Plaintiff ☐ Defendant ☐ Third-Party Defendant ☐ Intervenor

Counsel for Submitting Party:
Name: [________________________________________]
Firm: [________________________________________]
Address: [________________________________________]
Phone: [________________] | Email: [________________]
State Bar No.: [________________]

TABLE OF CONTENTS

1. Introduction
2. Factual Background
3. Legal Issues
4. Damages / Relief Sought
5. Prior Settlement Efforts
6. Settlement Position
7. Obstacles to Resolution
8. Confidential Information for Mediator
9. Attachments

1. INTRODUCTION

This Mediation Position Statement is submitted on behalf of [________________________________________] ("Client") for the mediation scheduled on [__/__/____]. This statement is confidential under the Texas ADR Act, Tex. Civ. Prac. & Rem. Code §§ 154.053 and 154.073.

Brief Case Summary:
[________________________________________]
[________________________________________]

Core Dispute: [________________________________________]

Amount in Controversy: $[________________]

2. FACTUAL BACKGROUND

[________________________________________]
[________________________________________]
[________________________________________]

Chronology:

3. LEGAL ISSUES

Claims / Causes of Action:

☐ Breach of Contract
☐ Negligence / Gross Negligence
☐ Fraud / Statutory Fraud (Tex. Bus. & Com. Code § 27.01)
☐ DTPA Violation (Tex. Bus. & Com. Code Ch. 17)
☐ Breach of Fiduciary Duty
☐ Personal Injury / Wrongful Death
☐ Employment Dispute (Texas Labor Code)
☐ Oil & Gas / Mineral Rights
☐ Real Property Dispute
☐ Other: [________________________________________]

Key Legal Authorities:
[________________________________________]

Strengths of Position:
[________________________________________]

Weaknesses / Risks:
[________________________________________]

4. DAMAGES / RELIEF SOUGHT

5. PRIOR SETTLEMENT EFFORTS

☐ Demand letter sent on [__/__/____] — Amount: $[________________]
☐ Response received on [__/__/____] — Amount: $[________________]
☐ Offer of Settlement under Tex. R. Civ. P. 167 served on [__/__/____]
☐ Prior mediation on [__/__/____] — Result: [________________]
☐ No prior settlement discussions

6. SETTLEMENT POSITION

Opening Position: $[________________]

Settlement Range (Confidential to Mediator): $[________________] to $[________________]

Acceptable Non-Monetary Terms:
☐ Mutual release of all claims and defenses
☐ Confidentiality agreement
☐ Non-disparagement clause
☐ Structured settlement / payment plan
☐ Specific performance or injunctive relief: [________________________________________]
☐ Other: [________________________________________]

7. OBSTACLES TO RESOLUTION

[________________________________________]
[________________________________________]

8. CONFIDENTIAL INFORMATION FOR MEDIATOR

DO NOT SHARE WITH OPPOSING PARTY:

[________________________________________]
[________________________________________]

Authority to Settle: [________________________________________] has full authority to settle up to $[________________].

Insurance Coverage (if applicable):
☐ Policy limits: $[________________]
☐ Remaining coverage: $[________________]
☐ Reservation of rights: ☐ Yes ☐ No

9. ATTACHMENTS

☐ Plaintiff's Original Petition / Defendant's Answer
☐ Key contracts or documents
☐ Expert reports or designations
☐ Damage calculations
☐ Medical records summary
☐ Other: [________________________________________]

Signature: ________________________________________
Printed Name: [________________________________________]
Date: [__/__/____]

This document is confidential under Tex. Civ. Prac. & Rem. Code §§ 154.053 and 154.073. It is intended solely for the mediator and shall not be filed with any court or disclosed to any third party.