This form is for use only in cases filed on or after January 1, 2021. Amendments to the Texas Rules of Civil Procedure effective for cases filed on or after that date eliminate the previously applicable procedure involving a request for disclosure and provide that certain required disclosures, including information about testifying experts, must be made without waiting for a request. See Tex. R. Civ. P. 194, 195.5. For a response to a request for disclosure in a case filed before January 1, 2021, see form 5-22.
For required initial disclosures, see form 5-18. For required pretrial disclosures, see form 5-20.
No objections or assertions of work product are allowed to a rule 194 disclosure. Tex. R. Civ. P. 194.5. However, a party may assert any applicable privileges other than work product.
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Include the following notice if a minor is named in the caption or if the response contains other unredacted sensitive data. See § 6 of the Introduction in volume 1 of this manual concerning protection of sensitive data in filed documents. |
NOTICE: THIS DOCUMENT CONTAINS SENSITIVE DATA
[Caption. See § 3 of the Introduction in volume 1 of this manual.]
[Petitioner/Respondent]’s Required Testifying Expert Disclosures
[Name], [attorney for Petitioner/attorney for Respondent/Petitioner/Respondent], provides the attached testifying expert disclosures required under rules 194 and 195.
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The disclosures must be signed as required by Tex. R. Civ. P. 191.3. |
[Name]
Attorney for [Petitioner/Respondent]
State Bar No.:
[E-mail address]
[Address]
[Telephone]
[Fax]
Certificate of Service
I certify that a true copy of this [document/[title of document]] was served in accordance with rule 21a of the Texas Rules of Civil Procedure on the following on [date]:
[Name of attorney of record or party to be served] by [electronic filing manager/e-mail at [e-mail address]/fax at [fax number]/personal delivery at [address]/commercial delivery service at [address]/certified mail at [address]/first-class mail at [address]]. [Repeat for each attorney of record or party to be served.]
[Name]
Attorney for [Petitioner/Respondent]
Required Testifying Expert Disclosures
1.The name, address, and telephone number of each testifying expert.
RESPONSE:
2.The subject matter on which each testifying expert will testify.
RESPONSE:
3.The general substance of each testifying expert’s mental impressions and opinions and a brief summary of the basis for them or, if the expert is not retained by, employed by, or otherwise subject to the control of [Petitioner/Respondent], documents reflecting such information.
RESPONSE:
4.For each testifying expert retained by, employed by, or otherwise subject to the control of [Petitioner/Respondent], all documents, tangible things, reports, models, or data compilations that have been provided to, reviewed by, or prepared by or for the expert in anticipation of the expert’s testimony.
RESPONSE:
5.For each testifying expert retained by, employed by, or otherwise subject to the control of [Petitioner/Respondent], the expert’s current resume and bibliography.
RESPONSE:
6.For each testifying expert retained by, employed by, or otherwise subject to the control of [Petitioner/Respondent], the expert’s qualifications, including a list of all publications authored in the previous ten years.
RESPONSE:
7.For each testifying expert retained by, employed by, or otherwise subject to the control of [Petitioner/Respondent], other than an expert who is the attorney of [Petitioner/Respondent] who is testifying to attorney’s fees, a list of all other cases in which, during the previous four years, the expert testified as an expert at trial or by deposition.
RESPONSE:
8.For each testifying expert retained by, employed by, or otherwise subject to the control of [Petitioner/Respondent], a statement of the compensation to be paid for the expert’s study and testimony in the case.
RESPONSE: