throbber
Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 1 of 15 PageID #: 1686
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`IN THE UNITED STATES DISTRICT COURT
`FOR THE DISTRICT OF DELAWARE
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`C.A. No. 21-323-MN
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`JURY TRIAL DEMANDED
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`)))))))))
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`ECOBEE, INC.,
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`Plaintiff,
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`v.
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`ECOFACTOR, INC.,
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`Defendant.
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`REVISED SCHEDULING ORDER
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`This (cid:20)(cid:23)(cid:87)(cid:75)(cid:3)day of (cid:50)(cid:70)(cid:87)(cid:82)(cid:69)(cid:72)(cid:85)(cid:3)2021, the parties having determined after discussion that the
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`matter cannot be resolved at this juncture by settlement, voluntary mediation, or binding
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`arbitration;
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`IT IS HEREBY ORDERED that:
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`1.
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`Rule 26(a)(l) Initial Disclosures and E-Discovery Default Standard. Unless
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`otherwise agreed to by the parties, the parties shall make their initial disclosures pursuant to
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`Federal Rule of Civil Procedure 26(a)(l) within twenty-one (21) days of the date the Court enters
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`this Order. If they have not already done so, the parties are to review the Court’s Default Standard
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`for Discovery, Including Discovery of Electronically Stored Information (‘‘ESI”), which is posted
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`at http://www.ded.uscourts.gov (see Other Resources, Default Standard for Discovery) and is
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`incorporated herein by reference.
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`2.
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`Joinder of Other Parties and Amendment of Pleadings. All motions to join other
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`parties, and to amend or supplement the pleadings, shall be filed on or before November 12, 2021.
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`Unless otherwise ordered by the Court, any motion to join a party or motion to amend the
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`pleadings shall be made pursuant to the procedures set forth in Paragraphs 8(g) and 9.
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`PETITIONER ECOBEE
`EX. 1014
`
`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 2 of 15 PageID #: 1687
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`3.
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`Application to Court for Protective Order. Should counsel find it will be necessary
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`to apply to the Court for a protective order specifying terms and conditions for the disclosure of
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`confidential information, counsel should confer and attempt to reach an agreement on a proposed
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`form of order and submit it to the Court within thirty (30) days from the date the Court enters this
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`Order. Should counsel be unable to reach an agreement on a proposed form of order, counsel must
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`follow the provisions of Paragraph 8(g) below.
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`Any proposed protective order must include the following paragraph:
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`Other Proceedings. By entering this order and limiting the disclosure of
`information in this case, the Court does not intend to preclude another court
`from finding that information may be relevant and subject to disclosure in
`another case. Any person or party subject to this order who becomes subject
`to a motion
`to disclose another party’s
`information designated
`“confidential” [the parties should list any other level of designation, such as
`“highly confidential,” which may be provided for in the protective order]
`pursuant to this order shall promptly notify that party of the motion so that
`the party may have an opportunity to appear and be heard on whether that
`information should be disclosed.
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`4.
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`Papers Filed Under Seal. In accordance with section G of the Revised
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`Administrative Procedures Governing Filing and Service by Electronic Means, a redacted version
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`of any sealed document shall be filed electronically within seven (7) days of the filing of the
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`sealed document.
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`5.
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`Courtesy Copies. The parties shall provide to the Court two (2) courtesy copies of
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`all briefs and any other document filed in support of any briefs (i.e., appendices, exhibits,
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`declarations, affidavits etc.). This provision also applies to papers filed under seal. All courtesy
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`copies shall be double-sided.
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`6.
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`ADR Process. This matter is referred to a magistrate judge to explore the possibility
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`of alternative dispute resolution.
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`7.
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`Disclosures. Absent agreement among the parties, and approval of the Court:
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`2
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`PETITIONER ECOBEE
`EX. 1014
`
`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 3 of 15 PageID #: 1688
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`(a)
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`By November 12, 2021, EcoFactor shall identify the accused product(s),
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`including accused methods and systems, and its damages model, as well as the asserted patent(s)
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`that the accused product(s) allegedly infringe(s). EcoFactor shall also produce the file history for
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`each asserted patent.
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`(b)
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`By December 15, 2021, ecobee shall produce core technical documents
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`related to the accused product(s), sufficient to show how the accused product(s) work(s), including
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`but not limited to non-publicly available operation manuals, product literature, schematics, and
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`specifications. ecobee shall also produce sales figures for the accused product(s).
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`(c)
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`By February 11, 2022, EcoFactor shall produce an initial claim chart
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`relating each known accused product to the asserted claims each such product allegedly infringes.
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`(d)
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`By March 17, 2022, ecobee shall produce its initial invalidity contentions
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`for each asserted claim, as well as the known related invalidating references.
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`(e)
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`By January 12, 2023, EcoFactor shall provide final infringement
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`contentions.
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`(f)
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`By February 13, 2023, ecobee shall provide final invalidity contentions.
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`8.
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`Discovery. Unless otherwise ordered by the Court or agreed to by parties, the
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`limitations on discovery set forth in the Federal Rules shall be strictly observed.
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`(a)
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`Fact Discovery Cut Off. All fact discovery in this case shall be initiated so
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`that it will be completed on or before March 8, 2023.
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`(b)
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`Document Production. Document production shall be substantially
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`complete by December 12, 2022.
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`(c)
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`Requests for Admission. A maximum of 40 requests for admission are
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`permitted for each side.
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`3
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`PETITIONER ECOBEE
`EX. 1014
`
`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 4 of 15 PageID #: 1689
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`(d)
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`Interrogatories.
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`i.
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`A maximum of 30
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`interrogatories,
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`including contention
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`interrogatories, are permitted for each side.
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`ii.
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`The Court encourages the parties to serve and respond to contention
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`interrogatories early in the case. In the absence of agreement among the parties, contention
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`interrogatories, if filed, shall first be addressed by the party with the burden of proof. The
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`adequacy of all interrogatory answers shall be judged by the level of detail each party provides
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`(i.e., the more detail a party provides, the more detail a party shall receive).
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`(e) Depositions.
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`i.
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`Limitation on Hours for Deposition Discovery. Each side is limited
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`to a total of 55 hours of taking testimony by deposition upon oral examination.
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`ii.
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`Location of Depositions. Any party or representative (officer,
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`director, or managing agent) of a party filing a civil action in this district court must ordinarily be
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`required, upon request, to submit to a deposition at a place designated within this district.
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`Exceptions to this general rule may be made by order of the Court. A defendant who becomes a
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`counterclaimant, cross-claimant, or third-party plaintiff shall be considered as having filed an
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`action in this Court for the purpose of this provision.
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`(f)
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`Disclosure of Expert Testimony.
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`i.
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`Expert Reports. For the party who has the initial burden of proof on
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`the subject matter, the initial Federal Rule of Civil Procedure 26(a)(2) disclosure of expert
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`testimony is due on or before April 3, 2023. The supplemental disclosure to contradict or rebut
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`evidence on the same matter identified by another party is due on or before May 11, 2023. Reply
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`expert reports from the party with the initial burden of proof are due on or before May 25, 2023.
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`4
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`PETITIONER ECOBEE
`EX. 1014
`
`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 5 of 15 PageID #: 1690
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`No other expert reports will be permitted without either the consent of all parties or leave of the
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`Court. Along with the submissions of the expert reports, the parties shall advise of the dates and
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`times of their experts’ availability for deposition.
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`ii.
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`Expert Report Supplementation. The parties agree they will permit
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`expert declarations to be filed in connection with motions briefing (including case-dispositive
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`motions).
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`iii.
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`Objections to Expert Testimony. To the extent any objection to
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`expert testimony is made pursuant to the principles announced in Daubert v. Merrell Dow
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`Pharmaceuticals, Inc., 509 U.S. 579 (1993), as incorporated in Federal Rule of Evidence 702, it
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`shall be made by motion no later than the deadline for dispositive motions set forth herein, unless
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`otherwise ordered by the Court. Briefing on such motions is subject to the page limits set out in
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`connection with briefing of case dispositive motions.
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`iv.
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`Expert Discovery Cut-Off. All expert discovery in this case shall be
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`initiated so that it will be completed on or before June 19, 2023.
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`(g)
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`Discovery Matters and Disputes Relating to Protective Orders.
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`i.
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`Any discovery motion filed without first complying with the
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`following procedures will be denied without prejudice to renew pursuant to these procedures.
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`ii.
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`Should counsel find, after a reasonable effort pursuant to Local Rule
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`7.1.1 that they are unable to resolve a discovery matter or a dispute relating to a protective order,
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`the parties involved in the discovery matter or protective order dispute shall contact the Court’s
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`Judicial Administrator to schedule an argument.
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`iii.
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`On a date to be set by separate order, generally not less than four (4)
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`days prior to the conference, the party seeking relief shall file with the Court a letter, not to exceed
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`5
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`PETITIONER ECOBEE
`EX. 1014
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`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 6 of 15 PageID #: 1691
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`three (3) pages, outlining the issues in dispute and its position on those issues. On a date to be set
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`by separate order, but generally not less than three (3) days prior to the conference, any party
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`opposing the application for relief may file a letter, not to exceed three (3) pages, outlining that
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`party's reasons for its opposition.
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`iv.
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`The parties shall provide to the Court two (2) courtesy copies of its
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`discovery letter and any other document filed in support of any letter (i.e., appendices, exhibits,
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`declarations, affidavits etc.). This provision also applies to papers filed under seal. All courtesy
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`copies shall be double-sided.
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`v.
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`Should the Court find further briefing necessary upon conclusion of
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`the conference, the Court will order it. Alternatively, the Court may choose to resolve the dispute
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`prior to the conference and will, in that event, cancel the conference.
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`9.
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`Motions to Amend / Motions to Strike.
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`(a)
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`Any motion to amend (including a motion for leave to amend) a pleading
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`or any motion to strike any pleading or other document shall be made pursuant to the discovery
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`dispute procedure set forth in Paragraph 8(g) above.
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`(b)
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`Any such motion shall attach the proposed amended pleading as well as a
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`“redline” comparison to the prior pleading or attach the document to be stricken.
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`10.
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`Technology Tutorials. Although technology tutorials are not required by the Court,
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`they are appreciated and, if any party chooses to file such a tutorial, it shall be submitted on or
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`before the date that the Joint Claim Construction Brief is filed.
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`11.
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`Claim Construction Issue Identification. On August 1, 2022, the parties shall
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`exchange a list of those claim term(s)/phrase(s) that they believe need construction and their
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`proposed claim construction of those term(s)/phrase(s). This document will not be filed with the
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`6
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`PETITIONER ECOBEE
`EX. 1014
`
`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 7 of 15 PageID #: 1692
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`Court. Subsequently, to exchanging that list, the parties will meet and confer to prepare a Joint
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`Claim Construction Chart to be submitted two weeks prior to service of the opening claim
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`construction brief. The parties’ Joint Claim Construction Chart should identify for the Court the
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`term(s)/phrase(s) of the claim(s) in issue, and should include each party’s proposed construction
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`of the disputed claim language with citation(s) only to the intrinsic evidence in support of their
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`respective proposed constructions. Intrinsic evidence (including copies of the patent(s) at issue)
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`shall NOT be attached to the joint claim construction chart and, instead, the parties shall include a
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`joint appendix with the joint claim construction brief, and the joint appendix shall include a copy
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`of the patent(s) at issue and portions of all relevant intrinsic evidence that would have otherwise
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`been included with the joint claim construction chart, as well as any additional evidence cited in
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`the parties’ briefing.
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`12.
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`Claim Construction Briefing. ecobee shall serve, but not file, its opening brief, not
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`to exceed 20 pages, on September 5, 2022. EcoFactor shall serve, but not file, its answering brief,
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`not to exceed 30 pages, on October 3, 2022. ecobee shall serve, but not file, its reply brief, not to
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`exceed 20 pages, on October 17, 2022. EcoFactor shall serve, but not file, its sur-reply brief, not
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`to exceed 10 pages, on October 31, 2022. No later than November 7, 2022, the parties shall file
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`a Joint Claim Construction Brief. The parties shall copy and paste their unfiled briefs into one
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`brief, with their positions on each claim term in sequential order, in substantially the form below.
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`If the joint brief as submitted is more than 80 pages, the parties must certify that the page limits
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`(or equivalent word counts) in the Scheduling Order have been complied with and provide a brief
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`explanation (e.g., formatting issues, listing of agreed-upon terms) as to why the brief is longer than
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`80 pages.
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`7
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`PETITIONER ECOBEE
`EX. 1014
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`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 8 of 15 PageID #: 1693
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`JOINT CLAIM CONSTRUCTION BRIEF
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`1.
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`2.
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`Agreed-Upon Constructions
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`Disputed Constructions
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`[TERM 1]
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`1. ecobee’s Opening Position
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`2. EcoFactor’s Answering Position
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`3. ecobee’s Reply Position
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`4. EcoFactor’s Sur-Reply Position
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`[TERM 2]
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`1. ecobee’s Opening Position
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`2. EcoFactor’s Answering Position
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`3. ecobee’s Reply Position
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`4. EcoFactor’s Sur-Reply Position
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`The parties need not include any general summaries of the law relating to claim construction. If
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`there are any materials that would be submitted in an index, the parties shall submit them in a Joint
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`Appendix.
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`13.(cid:3)
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`Hearing on Claim Construction. Beginning at (cid:21)(cid:29)(cid:19)(cid:19)(cid:3)(cid:83)..m. on December 8, 2022, the
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`Court will hear argument on claim construction. The parties need not include any general
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`summaries of the law relating to claim construction in their presentations to the Court. The parties
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`shall notify the Court, by joint letter submission, no later than the date on which their joint
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`claim construction brief is filed: (i) whether they request leave to present testimony at the
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`hearing; and (ii) the amount of time they are requesting be allocated to them for the hearing.
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`8
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`PETITIONER ECOBEE
`EX. 1014
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`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 9 of 15 PageID #: 1694
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`Provided that the parties comply with all portions of this Scheduling Order, and any other
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`orders of the Court, the parties should anticipate that the Court will issue its claim construction
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`order within sixty (60) days of the conclusion of the claim construction hearing. If the Court is
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`unable to meet this goal, it will advise the parties no later than sixty (60) days after the conclusion
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`of the claim construction hearing.
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`14.
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`Supplementation. Absent agreement among the parties, and approval of the Court,
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`no later than January 9, 2023 after the claim construction hearing the parties must finally
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`supplement, inter alia, the identification of all accused products and of all invalidity references.
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`15.
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`Case Dispositive Motions.
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`(a)
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`All case dispositive motions, an opening brief, and affidavits, if any, in
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`support of the motion shall be served and filed on or before July 6, 2023 [a date approximately
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`four months prior to the pretrial conference, the four months being calculated from the conclusion
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`of the briefing]. Briefing will be presented pursuant to the Court’s Local Rules. No case dispositive
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`motion under Rule 56 may be filed more than ten (10) days before the above date without leave of
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`the Court.
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`(b)
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`Concise Statement of Facts Requirement. Any motion for summary
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`judgment shall be accompanied by a separate concise statement, not to exceed six (6) pages, which
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`details each material fact which the moving party contends is essential for the Court’s resolution
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`of the summary judgment motion (not the entire case) and as to which the moving party contends
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`there is no genuine issue to be tried. Each fact shall be set forth in a separate numbered paragraph
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`and shall be supported by specific citation(s) to the record.
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`Any party opposing the motion shall include with its opposing papers a response to
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`the moving party’s concise statement, not to exceed six (6) pages, which admits or disputes the
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`9
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`PETITIONER ECOBEE
`EX. 1014
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`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 10 of 15 PageID #: 1695
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`facts set forth in the moving party’s concise statement on a paragraph-by-paragraph basis. To the
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`extent a fact is disputed, the basis of the dispute shall be supported by specific citation(s) to the
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`record. Failure to respond to a fact presented in the moving party’s concise statement of facts shall
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`indicate that fact is not in dispute for purposes of summary judgment. The party opposing the
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`motion may also include with its opposing papers a separate concise statement, not to exceed four
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`(4) pages, which sets forth material facts as to which the opposing party contends there is a genuine
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`issue to be tried. Each fact asserted by the opposing party shall also be set forth in a separate
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`numbered paragraph and shall be supported by specific citation(s) to the record.
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`The moving party shall include with its reply papers a response to the opposing
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`party’s concise statement of facts, not to exceed four (4) pages, on a paragraph-by-paragraph basis.
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`Failure to respond to a fact presented in the opposing party’s concise statement of facts shall
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`indicate that fact remains in dispute for purposes of summary judgment.
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`(c)
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`Page limits combined with Daubert motion page limits. Each party is
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`permitted to file as many case dispositive motions as desired provided, however, that each SIDE
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`will be limited to a combined total of 40 pages for all opening briefs, a combined total of 40 pages
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`for all answering briefs, and a combined total of 20 pages for all reply briefs regardless of the
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`number of case dispositive motions that are filed. In the event that a party files, in addition to a
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`case dispositive motion, a Daubert motion to exclude or preclude all or any portion of an expert’s
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`testimony, the total amount of pages permitted for all case dispositive and Daubert motions shall
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`be increased to 50 pages for all opening briefs, 50 pages for all answering briefs, and 25 pages for
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`all reply briefs for each SIDE.1
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`1 The parties must work together to ensure that the Court receives no more than a total of 250
`pages (i.e., 50 + 50 + 25 regarding one side’s motions, and 50 + 50 + 25 regarding the other
`side’s motions) of briefing on all case dispositive motions and Daubert motions that are covered
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`10
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`PETITIONER ECOBEE
`EX. 1014
`
`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 11 of 15 PageID #: 1696
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`16.(cid:3)
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`Applications by Motion. Except as otherwise specified herein, any application to(cid:3)
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`the Court shall be by written motion. Any non-dispositive motion should contain the statement
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`required by Local Rule 7.1.1.
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`17.(cid:3) Motions in Limine. Motions in limine shall not be separately filed. All in limine(cid:3)
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`requests and responses thereto shall be set forth in the proposed pretrial order. Each SIDE shall be
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`limited to three (3) in limine requests, unless otherwise permitted by the Court. The in limine(cid:3)
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`request and any response shall contain the authorities relied upon; each in limine request may be
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`supported by a maximum of three (3) pages of argument, may be opposed by a maximum of three
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`(3)(cid:3)pages of argument, and the side making the in limine request may add a maximum of one (l)(cid:3)
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`additional page in reply in support of its request. If more than one party is supporting or opposing
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`an in limine request, such support or opposition shall be combined in a single three (3) page
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`submission (and, if the moving party, a single one (1) page reply), unless otherwise ordered by the
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`Court. No separate briefing shall be submitted on in limine requests, unless otherwise permitted
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`by the Court.
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`18.(cid:3)
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`Pretrial Conference. On (cid:39)(cid:72)(cid:70)(cid:72)(cid:80)(cid:69)(cid:72)(cid:85)(cid:3) (cid:23)(cid:15)(cid:3) (cid:21)(cid:19)(cid:21)(cid:22),(cid:3) the Court will hold a pretrial
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`conference in Court with counsel beginning at (cid:20)(cid:20)(cid:29)(cid:19)(cid:19) aa.m. Unless otherwise ordered by the Court,
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`the parties should assume that filing the pretrial order satisfies the pretrial disclosure requirement
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`of Federal Rule of Civil Procedure 26(a)(3). The parties shall file with the Court the joint
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`proposed final pretrial order in compliance with Local Rule 16.3(c) and the Court’s Preferences
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`and Procedures for Civil Cases not later than seven (7) days before the pretrial conference.
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`Unless otherwise ordered by the Court, the parties shall comply with the timeframes set forth in
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`Local Rule 16.3(d)(1)-(3) for the preparation of the joint proposed final pretrial order.
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`by this scheduling order and any other scheduling order entered in any related case that is
`proceeding on a consolidated or coordinated pretrial schedule.
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`11
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`PETITIONER ECOBEE
`EX. 1014
`
`

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`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 12 of 15 PageID #: 1697
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`The parties shall provide the Court two (2) double-sided courtesy copies of the joint
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`proposed final pretrial order and all attachments. The proposed final pretrial order shall contain a
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`table of contents and the paragraphs shall be numbered
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`19.(cid:3)
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`Jury Instructions, Voir Dire, and Special Verdict Forms. Where a case is to be tried(cid:3)
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`to a jury, pursuant to Local Rules 47.1(a)(2) and 51.1 the parties should file (i) proposed voir dire,
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`(ii)(cid:3)preliminary jury instructions, (iii) final jury instructions, and (iv) special verdict forms seven(cid:3)
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`(7)(cid:3)days before the final pretrial conference. This submission shall be accompanied by a(cid:3)courtesy
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`copy containing electronic files of these documents, in Microsoft Word format, which may be
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`submitted by e-mail to mn_civil@ded.uscourts.gov.
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`20.(cid:3)
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`Trial. This matter is scheduled for a 7-day(cid:13) jury trial beginning at 9:30 a.m.
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`on(cid:3)December 1(cid:20), 2023, with the subsequent trial days beginning at 9:00 a.m. Until the case is
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`submitted to the jury for deliberations, the jury will be excused each day at 4:30 p.m. The trial
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`will be timed, as counsel will be allocated a total number of hours in which to present their
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`respective cases.
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`21.(cid:3)
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`Judgment on Verdict and Post-Trial Status Report. Within seven (7) days after a(cid:3)
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`jury returns a verdict in any portion of a jury trial, the parties shall jointly submit a form of order
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`to enter judgment on the verdict. At the same time, the parties shall submit a joint status report,
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`indicating among other things how the case should proceed and listing any post-trial motions each
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`party intends to file.
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`22.(cid:3)
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`Post-Trial Motions. Unless otherwise ordered by the Court, all SIDES are limited(cid:3)
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`to a maximum of 20 pages of opening briefs, 20 pages of answering briefs, and 10 pages of reply
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`briefs relating to any post-trial motions filed by that side, no matter how many such motions are
`
`filed.
`(cid:13)(cid:3)(cid:36)(cid:79)(cid:87)(cid:75)(cid:82)(cid:88)(cid:74)(cid:75)(cid:3)(cid:87)(cid:75)(cid:72)(cid:3)(cid:38)(cid:82)(cid:88)(cid:85)(cid:87)(cid:3)(cid:76)(cid:86)(cid:3)(cid:86)(cid:72)(cid:87)(cid:87)(cid:76)(cid:81)(cid:74)(cid:3)(cid:68)(cid:86)(cid:76)(cid:71)(cid:72)(cid:3)(cid:26)(cid:3)(cid:71)(cid:68)(cid:92)(cid:86)(cid:3)(cid:73)(cid:82)(cid:85)(cid:3)(cid:87)(cid:75)(cid:76)(cid:86)(cid:3)(cid:77)(cid:88)(cid:85)(cid:92)(cid:3)(cid:87)(cid:85)(cid:76)(cid:68)(cid:79)(cid:15)(cid:3)(cid:87)(cid:75)(cid:72)(cid:3)(cid:68)(cid:70)(cid:87)(cid:88)(cid:68)(cid:79)(cid:3)(cid:81)(cid:88)(cid:80)(cid:69)(cid:72)(cid:85)(cid:3)(cid:82)(cid:73)(cid:3)(cid:87)(cid:85)(cid:76)(cid:68)(cid:79)(cid:3)(cid:71)(cid:68)(cid:92)(cid:86)
`(cid:3)(cid:3)(cid:3)(cid:90)(cid:76)(cid:79)(cid:79)(cid:3)(cid:69)(cid:72)(cid:3)(cid:71)(cid:72)(cid:87)(cid:72)(cid:85)(cid:80)(cid:76)(cid:81)(cid:72)(cid:71)(cid:3)(cid:70)(cid:79)(cid:82)(cid:86)(cid:72)(cid:85)(cid:3)(cid:87)(cid:82)(cid:3)(cid:87)(cid:85)(cid:76)(cid:68)(cid:79)(cid:17)
`
`12
`
`PETITIONER ECOBEE
`EX. 1014
`
`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 13 of 15 PageID #: 1698
`
`
`The Honorable Maryellen Noreika Thhhhhhhhhhhhhhhhhhhhheeeeeeeeeeeeeeeeeeeeeeeeeeee Hononnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn rable Maryellen Noreika
`United States District (cid:45)(cid:88)(cid:71)(cid:74)(cid:72)
`Uniteddddddddd States District (cid:45)(cid:88)(cid:71)(cid:74)(cid:72)
`
`13
`
`PETITIONER ECOBEE
`EX. 1014
`
`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 14 of 15 PageID #: 1699
`
`CHART OF RELEVANT DATES
`
`¶ 1: Initial Disclosures
`
`EVENT
`
`¶ 2: Joinder of Parties & Amendment of Pleadings Without
`Leave
`
`¶ 3: Application for Protective Order
`
`¶ 7(a): EcoFactor Identifies Accused Products and Damages
`Model; Ecofactor Produces Patent Prosecution Histories
`
`¶ 7(b): ecobee Produces Core Technical Documents and
`Sales Figures
`
`¶ 7(c): EcoFactor Produces Initial Claim Chart
`
`¶ 7(d): ecobee Produces Initial Invalidity Contentions
`
`¶ 7(e): EcoFactor Produces Final Claim Charts
`
`¶ 7(f): ecobee Produces Final Invalidity Contentions
`
`¶ 8(a): Close of Fact Discovery
`
`DEADLINE
`Twenty-one (21) days of the
`date the Court enters this Order
`
`November 12, 2021
`
`Thirty (30) days from the date
`the Court enters this Order
`
`November 12, 2021
`
`December 15, 2021
`
`February 11, 2022
`
`March 17, 2022
`
`January 12, 2023
`
`February 13, 2023
`
`March 8, 2023
`
`¶ 8(b): Substantial Completion of Document Production
`
`December 12, 2022
`
`¶ 8(f)(i): Expert Reports, Party with Burden
`
`¶ 8(f)(i): Expert Reports, Rebuttal
`
`¶ 8(f)(i): Expert Reports, Reply
`
`¶ 8(f)(iv): Close of Expert Depositions
`
`¶ 11: Exchange of Claim Terms for Construction
`
`¶ 11: Parties File Joint Claim Construction Chart
`
`¶ 12: ecobee Opening Claim Construction Brief
`
`¶ 12: EcoFactor Opening Claim Construction Brief
`
`¶ 12: ecobee Reply Claim Construction Brief
`
`14
`
`April 3, 2023
`
`May 11, 2023
`
`May 25, 2023
`
`June 19, 2023
`
`August 1, 2022
`
`August 22, 2022
`
`September 5, 2022
`
`October 3, 2022
`
`October 17, 2022
`
`PETITIONER ECOBEE
`EX. 1014
`
`

`

`Case 1:21-cv-00323-MN Document 29 Filed 10/14/21 Page 15 of 15 PageID #: 1700
`
`¶ 12: EcoFactor Reply Claim Construction Brief
`
`¶ 12: Parties File Joint Claim Construction Brief
`
`October 31, 2022
`
`November 7, 2022
`
`¶ 13: Claim Construction Hearing
`
`December 8, 2022(cid:3)(cid:68)(cid:87)(cid:3)(cid:21)(cid:29)(cid:19)(cid:19)(cid:3)(cid:83)(cid:17)(cid:80)(cid:17)
`
`¶ 14: Supplementation of Identification of Accused
`Products and Invalidity References
`
`¶ 15(a): Case Dispositive Briefing
`
`¶ 18: Pretrial Conference
`
`¶ 19: Parties file voir dire, preliminary jury instructions,
`final jury instructions and special verdict forms
`
`¶ 20: Trial (cid:11)(cid:26)(cid:16)(cid:71)(cid:68)(cid:92)(cid:3)(cid:77)(cid:88)(cid:85)(cid:92)(cid:12)(cid:3)(cid:11)(cid:68)(cid:79)(cid:87)(cid:75)(cid:82)(cid:88)(cid:74)(cid:75)(cid:3)(cid:87)(cid:75)(cid:72)(cid:3)(cid:38)(cid:82)(cid:88)(cid:85)(cid:87)(cid:3)(cid:76)(cid:86)(cid:3)(cid:86)(cid:72)(cid:87)(cid:87)(cid:76)(cid:81)(cid:74)(cid:3)(cid:68)(cid:86)(cid:76)(cid:71)(cid:72)
`(cid:26)(cid:3)(cid:71)(cid:68)(cid:92)(cid:86)(cid:3)(cid:73)(cid:82)(cid:85)(cid:3)(cid:87)(cid:75)(cid:76)(cid:86)(cid:3)(cid:77)(cid:88)(cid:85)(cid:92)(cid:3)(cid:87)(cid:85)(cid:76)(cid:68)(cid:79)(cid:15)(cid:3)(cid:87)(cid:75)(cid:72)(cid:3)(cid:68)(cid:70)(cid:87)(cid:88)(cid:68)(cid:79)(cid:3)(cid:81)(cid:88)(cid:80)(cid:69)(cid:72)(cid:85)(cid:3)(cid:82)(cid:73)(cid:3)(cid:87)(cid:85)(cid:76)(cid:68)(cid:79)(cid:3)(cid:71)(cid:68)(cid:92)(cid:86)(cid:3)
`(cid:90)(cid:76)(cid:79)(cid:79)(cid:3)(cid:69)(cid:72)(cid:3)(cid:71)(cid:72)(cid:87)(cid:72)(cid:85)(cid:80)(cid:76)(cid:81)(cid:72)(cid:71)(cid:3)(cid:70)(cid:79)(cid:82)(cid:86)(cid:72)(cid:85)(cid:3)(cid:87)(cid:82)(cid:3)(cid:87)(cid:85)(cid:76)(cid:68)(cid:79)(cid:12)(cid:17)
`
`January 9, 2023
`
`July 6, 2023
`
`(cid:39)(cid:72)(cid:70)(cid:72)(cid:80)(cid:69)(cid:72)(cid:85)(cid:3)(cid:23)(cid:15)(cid:3)(cid:21)(cid:19)(cid:21)(cid:22)(cid:3)(cid:68)(cid:87)(cid:3)
`(cid:20)(cid:20)(cid:29)(cid:19)(cid:19)(cid:3)(cid:68)(cid:17)(cid:80)(cid:17)
`
`November 2(cid:26), 2023
`
`December 1(cid:20), 2023
`
`¶ 21: Parties submit form of order to enter judgment on
`verdict, and joint status report
`
`7 days after return of jury
`verdict
`
`15
`
`PETITIONER ECOBEE
`EX. 1014
`
`

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