Materials Considered List

Materials Considered List

Materials Considered List

Rule 26(a)(2)(B)(ii) requires the report to disclose the facts or data considered by the expert. The standard is considered rather than relied upon, so material reviewed and rejected must still be disclosed.

The list is a standard subject of expert deposition.

Alternative Names:

Considered Materials, Facts or Data Considered

Why it Matters?

The considered standard is broader than relied upon, which means an expert who reviewed unfavorable material and set it aside must still disclose it, and the omission is a productive line of examination. Comparing what was provided to the expert against what appears on the list identifies gaps. Where counsel provided material selectively, that selection is itself discoverable under the facts or data exception to communication protection.

Frequently asked questions

Does the disclosure cover material the expert rejected?

Does the disclosure cover material the expert rejected?

Yes. The standard is considered rather than relied upon, so reviewed material set aside must still be disclosed.

What does comparing provided material to the list reveal?

What does comparing provided material to the list reveal?

Gaps indicating either incomplete disclosure or selective provision by counsel, both of which support examination.