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Best practices for structuring a family court parenting plan evaluation under the 2022 AFCC Guidelines
Authors:David A Martindale  Leslie Ellen Shear
Institution:1. St Petersburg, Florida, USA

Diplomate, American Board of Professional Psychology.

Certified as a specialist in family law and appellate law by the State Bar of California, Board of Legal Specialization.

§

Fellow, International Academy of Family Lawyers.;2. Law Office of Leslie Ellen Shear, Encino, California, USA

Abstract:Evaluation appointment orders provide enforceable scaffolding for conduct of family court parenting plan evaluations, and use of the evaluator's reports, feedback, file, and testimony. Unlike a contract, a stipulated or adjudicated appointment order is directly enforceable by the family court. It unambiguously positions the evaluator as the family court's appointee – answerable directly to the court and, in some jurisdictions, protected by quasi-judicial immunity from damages claims. A well-crafted appointment order governs the roles and expectations of the court, the evaluator, the parties, the lawyers, and the collateral witnesses. An appointment order mandates the legal duties, rights, powers, and responsibilities of the professionals, the parties, and the collateral witnesses. At minimum, an appointment order articulates the legal basis for the appointment, the purpose and scope of the evaluation, compensation of evaluator, and the duty of the parties to participate in the process. A written evaluation protocol or procedures statement discloses in advance the methods of investigation and assessment that the evaluator intends to use. Together, the appointment order and written protocol help the evaluator, lawyers, parents, and judge manage the complexity of the evaluation process.
Keywords:contract  appointment orders  confidentiality  evaluation  fees  guidelines  immunity  policies  privilege  procedures  protocol  purpose  retention  scope  waiver
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