INDEX RMA ADR Template Forms Library Index

Audience: RMA Users

Template form for RMA ADR case administration, party filing, neutral use, or portal filing support.

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ADR-059 Website ADR Forms Library Index and Download Instructions

Audience: Website Visitors / Parties / Neutrals

Rule basis: Arbitration Rules 1, 3, 4, 33; Mediation Rules

Public-facing index explaining how to use RMA forms and when to file through the portal.

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ADR-001 Arbitration Demand / Statement of Claim

Audience: Claimant / Plaintiff / Filing Representative

Rule basis: Arbitration Rules 1, 3, 4, 7, 33, 40-43

Starts or supplements an RMA-administered arbitration claim and identifies parties, agreement, claim, amount, evidence, and requested relief.

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ADR-002 Response to Arbitration Demand

Audience: Respondent / Respondent Representative

Rule basis: Arbitration Rules 3, 4(B), 7, 11, 18, 33

Responds to a demand, preserves defenses, and states any objection to arbitrability, jurisdiction, forum, or contract enforceability.

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ADR-003 Counterclaim / Cross-Claim Statement

Audience: Respondent / Claimant / Representative

Rule basis: Arbitration Rules 4(B)(5), 40-43

States a counterclaim or cross-claim and identifies requested relief, supporting facts, fees, and evidence.

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ADR-004 Response to Counterclaim / Cross-Claim

Audience: Responding Party

Rule basis: Arbitration Rules 4(B)(5), 7, 11, 33

Responds to a counterclaim or cross-claim and states defenses or objections.

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ADR-005 Preliminary Issue / Arbitrability / Jurisdiction Statement

Audience: Any Party or Representative

Rule basis: Arbitration Rules 4, 7, 10, 11, 16, 33

Identifies a preliminary issue that should be resolved before merits scheduling.

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ADR-010 Request for Extension of Time

Audience: Any Party or Representative

Rule basis: Arbitration Rules 4(D), 16(D)-(E), 22, 32, 33

Requests an extension of a deadline or hearing date.

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ADR-013 Request for Mediation Before Arbitration / ADR Conference Election

Audience: Any Party

Rule basis: Arbitration Rules 1(E), 16, 22; Mediation Rules

Requests or responds to mediation-before-arbitration or ADR conference scheduling.

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ADR-014 Document-Only Arbitration / Written Submissions Election

Audience: All Parties

Rule basis: Arbitration Rules 16(G), 24(C), 26, 34

Allows parties to mutually elect arbitration by written submissions/documents only, subject to RMA review and any required approval.

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ADR-015 Request for Telephonic / Virtual Hearing or ADR Conference

Audience: Any Party or Neutral

Rule basis: Arbitration Rules 16, 21, 22, 24; Rule 11 sanctions/discovery hearings telephonic

Requests remote participation, telephone conference, or virtual hearing logistics.

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ADR-016 Interpreter / Accommodation Request

Audience: Any Party or Representative

Rule basis: Arbitration Rules 21, 24, 33

Requests interpreter, disability accommodation, or language access support.

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ADR-017 Stenographic Record / Transcript Request

Audience: Any Party

Rule basis: Arbitration Rules 20, 33

Requests a stenographic record and identifies arrangement/cost responsibility.

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ADR-020 Certificate / Proof of Service or Portal Filing

Audience: Any Party or Representative

Rule basis: Arbitration Rules 3, 33

Certifies that a document was submitted to RMA and identifies notice method and recipients.

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ADR-021 Request to Withdraw Claim / Dismiss Case / Administrative Closure

Audience: Claimant or Parties Jointly

Rule basis: Arbitration Rules 22, 24, 33, 37, 40-45

Requests withdrawal, dismissal, administrative closure, or conditional closure based on settlement or nonpayment.

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ADR-022 Request to Correct Award / Clerical Error

Audience: Any Party

Rule basis: Arbitration Rule 38 - Modification of Award

Requests correction of clerical, typographical, or computational error in an award.

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ADR-023 Request for Certified Copy / Case Record Release

Audience: Any Party

Rule basis: Arbitration Rules 38, 39, 40

Requests copies of papers or certified records for court confirmation, vacatur, enforcement, or related proceedings.

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ADR-006 Initial Certificate of Interested Parties

Audience: All Parties

Rule basis: Arbitration Rules 4(B)(2), 11, 12, 18

Discloses persons and entities with an interest in the dispute and assists conflict screening.

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ADR-007 Initial Disclosure of Evidence List

Audience: All Parties

Rule basis: Arbitration Rules 4(B)(3), 10, 11, 25, 26

Lists witnesses, documents, items, and other evidence that may be used or lead to admissible evidence.

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ADR-008 Witness List and Hearing Evidence Statement

Audience: All Parties

Rule basis: Arbitration Rules 24, 25, 26, 33

Identifies witnesses and evidence for a scheduled hearing or document-only arbitration track.

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ADR-009 Exhibit List / Document Index

Audience: All Parties

Rule basis: Arbitration Rules 3, 24, 25, 26, 33

Indexes exhibits and supporting materials uploaded to the RMA Secure Case Portal.

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ADR-018 Discovery Request / Production Demand Cover Form

Audience: Any Party

Rule basis: Arbitration Rules 10, 11, 25, 33

Cover form for discovery requests, production demands, interrogatories, or objections filed through RMA.

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ADR-019 Objection / Opposition to Filing, Evidence, or Request

Audience: Any Party

Rule basis: Arbitration Rules 7, 10, 11, 24, 25, 26, 33

States an objection or opposition to a motion, evidence item, request, or administrative action.

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ADR-011 Notice of Appearance / Authorized Representative Designation

Audience: Counsel, Union Rep, Public Adjuster, Business Rep, Authorized Representative

Rule basis: Arbitration Rules 18, 33

Notifies RMA and parties that an authorized representative appears for a party and should receive notices.

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ADR-012 Notice of Updated Contact Information / E-Service Designation

Audience: Any Party or Representative

Rule basis: Arbitration Rules 3, 18, 33

Updates mailing address, email, phone, and service preferences.

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ADR-057 Parties, Representatives, and Notice Contact Matrix

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 3, 18, 33

Maintains the official case contact list and notice recipients.

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ADR-024 Agreement to Mediate / ADR Conference Agreement

Audience: All Mediation Participants

Rule basis: Mediation Rules 1-6; Arbitration Rule 1(E)

Confirms agreement to mediate or participate in an ADR conference and acknowledges confidentiality and mediator role.

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ADR-025 Mediation Confidentiality and Participant Acknowledgment

Audience: Parties, Representatives, Attendees

Rule basis: Mediation Rules 1, 3, 6

Acknowledges mediation confidentiality, permissible attendees, and no recording without consent.

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ADR-026 Mediated Settlement Term Sheet

Audience: Mediator / Parties

Rule basis: Mediation Rules 6; Arbitration Rule 37

Captures nonbinding or binding settlement terms reached during mediation or ADR conference.

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ADR-027 Mediated Settlement Agreement Template

Audience: Parties / Mediator / Representatives

Rule basis: Mediation Rules 6; Arbitration Rule 37

Editable settlement agreement template for arbitration-related or pre-arbitration disputes.

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ADR-028 Notice of Impasse / No Settlement / Continued Negotiation

Audience: Mediator / Case Administrator

Rule basis: Mediation Rules 6; Arbitration Rules 1(E), 33

Documents the status of mediation without disclosing confidential substance.

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ADR-039 Order on Mediation Election / ADR Conference Referral

Audience: Case Administrator / Neutral

Rule basis: Arbitration Rule 1(E); Mediation Rules; Rules 16, 22, 33

Confirms whether the case will proceed to mediation/ADR conference before arbitration scheduling.

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ADR-029 Neutral Conflict Check and Disclosure

Audience: Mediator / Arbitrator / Investigator / Panel Member

Rule basis: Arbitration Rules 9, 13, 17, 18; Mediation Rules 6

Documents conflict screening and disclosure of relationships, prior matters, or potential impartiality concerns.

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ADR-030 Arbitrator Oath, Acceptance, and Availability

Audience: Arbitrator

Rule basis: Arbitration Rules 9, 13, 14, 17, 19

Confirms arbitrator appointment, oath/acceptance, availability, and conflict disclosure.

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ADR-031 Mediator Disclosure, Availability, and Acceptance

Audience: Mediator

Rule basis: Mediation Rules 1-6

Confirms mediator acceptance and disclosure before mediation or ADR conference.

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ADR-054 Conflict Screening Log

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 9, 13, 17, 18

Internal log for screening potential arbitrators, mediators, investigators, and representatives.

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ADR-032 Preliminary Administrative Conference Notice and Agenda

Audience: RMA Case Administrator / Neutral

Rule basis: Arbitration Rules 4, 7, 10, 13, 16, 33

Notifies parties of preliminary administrative or preconference agenda and required preparation.

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ADR-033 Preliminary Case Management Order

Audience: Neutral / Case Administrator

Rule basis: Arbitration Rules 4, 7, 10, 11, 16, 22, 24, 33

Sets preliminary case-management deadlines and next steps.

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ADR-034 Notice of Hearing / ADR Conference / Telephone Conference

Audience: Case Administrator / Neutral

Rule basis: Arbitration Rules 16, 17, 21, 23, 24, 33

Serves hearing or ADR conference details and attendance requirements.

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ADR-035 Order on Jurisdiction / Arbitrability Preliminary Review

Audience: Presiding Arbitrator / Case Administrator Draft

Rule basis: Arbitration Rules 4, 7, 14, 33

Template order for preliminary arbitrability, forum, or jurisdiction issues.

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ADR-036 Discovery Order / Discovery Dispute Resolution Order

Audience: Presiding Arbitrator / Case Administrator Draft

Rule basis: Arbitration Rules 10, 11, 22, 33

Template for discovery disputes, production deadlines, and sanctions warnings.

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ADR-037 Order Setting Document-Only Arbitration Schedule

Audience: Arbitrator / Case Administrator Draft

Rule basis: Arbitration Rules 16(G), 24(C), 26, 34, 35, 36

Sets schedule for written submissions where parties agree or the process is ordered/permitted.

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ADR-038 Confidentiality / Privacy / Protective Order

Audience: Neutral / Case Administrator Draft

Rule basis: Arbitration Rules 17, 25, 26, 33; Mediation Rules 6

Protects confidential, private, proprietary, or sensitive documents and portal materials.

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ADR-043 Order Closing Record / Submission Deadline Notice

Audience: Arbitrator / Case Administrator

Rule basis: Arbitration Rules 24, 26, 29, 34, 33

Closes the record or sets final submission deadlines before award.

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ADR-044 Award Delivery Cover Notice

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 38, 39, 40-45

Transmits award and explains correction deadline, payment conditions, and record release.

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ADR-049 Secure Case Portal Activation and Access Notice

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 3, 18, 33

Provides case portal link, login instructions, and filing/notice requirements.

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ADR-050 Notice of Intent to Enter Default / Final Opportunity to Respond

Audience: RMA Case Administrator / Neutral Draft

Rule basis: Arbitration Rules 4, 11, 23, 33

Provides final opportunity to respond before default/sanction process.

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ADR-051 Notice of Assignment of Arbitrator / Neutral

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 9, 13, 14, 18, 33

Notifies parties that a neutral/arbitrator has been assigned and provides disclosure/objection deadline.

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ADR-053 Case Calendar / Hearing Logistics Form

Audience: RMA Case Administrator / Neutral

Rule basis: Arbitration Rules 16, 21, 22, 33

Records schedule, reminders, calendar links, conference dial-in, and acknowledgement requirements.

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ADR-040 Interim / Partial Award Template

Audience: Arbitrator

Rule basis: Arbitration Rules 28, 35, 36, 38

Template for interim, interlocutory, or partial award.

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ADR-041 Final Arbitration Award Template

Audience: Arbitrator

Rule basis: Arbitration Rules 34, 35, 36, 38, 40-45

Template for final award including findings, relief, fees, and delivery instructions.

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ADR-042 Consent Award / Settlement Award Template

Audience: Arbitrator / Parties

Rule basis: Arbitration Rule 37; Rules 35-38

Converts settlement terms into a consent award where requested by parties.

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ADR-045 Case Settlement Order / Stipulated Dismissal / Administrative Closure

Audience: Neutral / Case Administrator

Rule basis: Arbitration Rules 22, 33, 37, 40-45

Documents settlement, dismissal, or closure after settlement or withdrawal.

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ADR-056 Case Closure / Archive Checklist

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 38-45

Administrative checklist for closing, archiving, and confirming fees/documents/awards.

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ADR-046 Case Intake and Completeness Checklist

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 3, 4, 7, 40-43

Administrative checklist for accepting and staging an arbitration or mediation case.

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ADR-047 Filing Receipt / Acknowledgment Memorandum

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 3, 33

Acknowledges receipt and logging of filings/materials.

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ADR-048 Deficiency Notice / Request to Cure Filing

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 4, 11, 33, 40-45

Notifies a party of missing information, unreadable documents, fee issues, or incomplete filing.

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ADR-052 Fee Deposit / Invoice / Payment Allocation Notice

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 40-45

Tracks filing fees, case administration fees, hearing deposits, payments, and allocation.

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ADR-055 Case Status Memorandum

Audience: RMA Case Administrator

Rule basis: Arbitration Rules 3, 4, 7, 16, 33

Internal or external case-status memo summarizing posture and next steps.

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ADR-058 Electronic Filing Certification and Portal Use Acknowledgment

Audience: All Portal Users

Rule basis: Arbitration Rules 3, 33

Acknowledges secure portal use, electronic filing, and upload certification.

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