`
`UNITED STATES DISTRICT COURT
`FOR THE DISTRICT OF MASSACHUSETTS
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`PHILIPS NORTH AMERICA LLC,
`Plaintiff,
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`
`v.
`FITBIT, INC.
`Defendant.
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` Civil Action No. 1:19‐cv‐11586‐IT
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`NOTICE OF SCHEDULING CONFERENCE
`September 17, 2019
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`In accordance with Fed. R. Civ. P. 16(b) and Local Rules 16.11 (as modified by this
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`order) and 16.6 (for patent cases),2 an initial scheduling conference will be held in
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`Courtroom 9 on the 3rd floor of the John Joseph Moakley United States Courthouse
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`in Boston, Massachusetts on November 4, 2019, at 2:30 p.m.
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`The court considers attendance of lawyers ultimately responsible for the case to
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`be of the utmost importance. Counsel for the plaintiff(s) is responsible for ensuring that
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`all parties and/or their attorneys who have not filed an answer or appearance with the
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`court are notified of the date of the scheduling conference.
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`The court expects compliance with sections (b), (c), and (d) of L.R. 16.1 and L.R.
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`16.6 (for patent cases) as modified below:
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`1.
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`Scheduling Order: In most cases, the court will issue a scheduling order at the
`conference in the form attached hereto. The court may depart from the form in
`cases of relative complexity or simplicity or otherwise if justice so requires. The
`parties should attempt to agree on the relevant dates for discovery and motion
`practice. In a case of ordinary complexity, the parties should propose a schedule
`that calls for the completion of fact discovery, expert discovery, and motion
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 2 of 11
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`practice less than one calendar year from the date of the scheduling conference.
`The dates of the status conference and pretrial conference will be set by the court.
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`Settlement Proposals: Each defendant shall present to the plaintiff(s) a written
`response to the plaintiff(s)= settlement proposal(s) no later than seven days prior
`to the scheduling conference.
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`Initial Disclosures: In addition to the information required by Fed.R.Civ.P.
`26(a)(1) and L.R. 26.2, initial disclosures shall include:
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`a.
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`Sworn statements disclosing the information set forth in L.R. 26.1(B)(1)(b)‐
`(d) and (2)(a)‐(c);
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`b.
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`A copy of, or a description by category and location of, all documents,
`data compilations, and tangible things in the possession, custody, or
`control of the party with substantial relevance to disputed facts alleged
`with particularity in the pleadings.
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`Pending Motions: The parties= joint statement shall identify all pending motions.
`Counsel shall be prepared to argue pending motions at the scheduling
`conference.
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`Reassignment to a Magistrate Judge: The parties’ joint statement shall indicate
`whether all parties consent to reassignment of the case to a magistrate judge for
`all purposes. If all parties consent, the parties should also jointly file a completed
`“Consent/Refusal of Magistrate Judge Jurisdiction” form available at
`http://www.mad.uscourts.gov/resources/forms‐local.htm.
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`2.
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`4.
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`5.
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 3 of 11
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`Client Signatures: Clients should hand sign the certificate of consultation filed
`pursuant to Local Rule 16.1(d)(3). Counsel may sign with a typed signature so
`long as counsel is registered to use the court’s CM/ECF system.
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`Indira Talwani
`United States District Judge
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` By: /s/Gail A. MacDonald Marchione
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`Courtroom Deputy Clerk
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`6.
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`Date: September 17, 2019
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` These sections of Local Rule 16.1 provide:
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`(b) Obligation of Counsel to Confer. Unless otherwise ordered by the judge, counsel for
`the parties must, pursuant to Fed. R. Civ. P. 26(f), confer at least 21 days before the date
`for the scheduling conference for the purpose of:
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`(1) preparing an agenda of matters to be discussed at the scheduling conference,
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`(2) preparing a proposed pretrial schedule for the case that includes a plan for
`discovery, and
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`(3) considering whether they will consent to trial by magistrate judge.
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`(c) Settlement Proposals. Unless otherwise ordered by the judge, the plaintiff shall
`present written settlement proposals to all defendants no later than 14 days before the
`date for the scheduling conference. Defense counsel shall have conferred with their
`clients on the subject of settlement before the scheduling conference and be prepared to
`respond to the proposals at the scheduling conference.
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`(d) Joint Statement. Unless otherwise ordered by the judge, the parties are required to
`file, no later than seven (7) days before the scheduling conference and after
`consideration of the topics contemplated by Fed. R. Civ. P. 16(b) & (c) and 26(f), a joint
`statement containing a proposed pretrial schedule, which shall include:
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`(1) a joint discovery plan scheduling the time and length for all discovery events,
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 4 of 11
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`that shall
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`(a) conform to the obligation to limit discovery set forth in Fed. R. Civ. P.
`26(b), and
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`(b) take into account the desirability of conducting phased discovery in
`which the first phase is limited to developing information needed for a
`realistic assessment of the case and, if the case does not terminate, the
`second phase is directed at information needed to prepare for trial; and
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`(2) a proposed schedule for the filing of motions; and
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`(3) certifications signed by counsel and by an authorized representative of each
`party affirming that each party and that partyʹs counsel have conferred:
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`(a) with a view to establishing a budget for the costs of conducting the full
`course—and various alternative courses—of the litigation; and
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`(b) to consider the resolution of the litigation through the use of
`alternative dispute resolution programs such as those outlined in LR 16.4.
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` These sections of Local Rule 16.6 provide:
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`In addition to the partiesʹ obligations under Fed. R. Civ. P. 26 (f) and LR 16.1, the parties
`in cases raising issues of patent infringement shall consider and address in their joint
`statement under L.R. 16.1 the following issues:
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`(1) The timing for disclosing initial infringement and invalidity positions;
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`(2) The process for identifying disputed claim terms, exchanging proposed claim
`constructions, and claim construction briefing;
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`(3) The timing of and procedure for the claim construction hearing, including:
`(a) whether the Court will decide claim construction through live testimony at a
`hearing or based on the papers and attorney argument; and
`(b) the timing of claim construction relative to summary judgment, expert
`discovery, and the close of fact discovery.
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`(4) The need for tutorials on the relevant technology, including:
`(a) the form and scope of any such tutorials; and
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 5 of 11
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`(b) the timing for such tutorials.
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`(5) The identification of dispositive issues that may lead to an early resolution of the
`litigation.
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`(6) Whether the court should authorize the filing under seal of any documents that
`contain confidential information.
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`(7) Procedures for, and limits (if any) to be placed on, the preservation and
`discovery of electronically stored information, including:
`(a) whether preservation and discovery of electronically stored information
`should be limited to that located on the parties’ active computer systems or
`extended to backup systems;
`(b) the identification of key persons, if any, who should have their electronically
`stored information produced;
`(c) whether production of electronically stored information should be limited to
`discrete time periods;
`(d) whether costs of producing electronically stored information should be
`shifted, particularly costs of preserving and producing information stored on
`backup systems.
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 6 of 11
`Case 1:19-cv-11586—IT Document 8 Filed 09/17/19 Page 6 of 11
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 7 of 11
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`UNITED STATES DISTRICT COURT
`DISTRICT OF MASSACHUSETTS
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`*
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`Civil Action No. ____________________
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`SCHEDULING ORDER
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`____________________
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`Plaintiff,
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`v.
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`____________________
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`Defendant.
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`TALWANI, D.J.
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`I. Timetable for Discovery and Motion Practice
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`This Scheduling Order is intended to provide a reasonable timetable for discovery and
`motion practice in order to help ensure a fair and just resolution of this matter without undue
`expense or delay.
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`Pursuant to Rule 16(b) of the Federal Rules of Civil Procedure and Local Rules 16.1(f)
`and 16.6, it is hereby ORDERED that:
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`1. Preliminary Disclosures.
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`a.
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`b.
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`c.
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`Initial Disclosures. Initial disclosures required by Fed. R. Civ. P. 26(a)(1) and
`by this court’s Notice of Scheduling Conference must be completed by
`__________.
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`Preliminary Infringement Disclosure. No later than __________, the
`patentee shall serve and file preliminary disclosure of the claims infringed.
`The patentee shall specify which claims are allegedly infringed and identify
`the accused product(s) or method(s) that allegedly infringe those claims. The
`patentee shall also specify whether the alleged infringement is literal or falls
`under the doctrine of equivalents. If the patentee has not already done so, the
`patentee shall produce all documents supporting its contentions and/or identify
`any such supporting documents produced by the accused infringer. Such
`disclosures may be amended and supplemented up to 30 days before the date
`of the Markman Hearing. After that time, such disclosures may be amended
`or supplemented only by leave of court, for good cause shown.
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`Preliminary Invalidity and Non-Infringement Disclosures. No later than
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`__________, the accused infringer shall serve and file Preliminary Invalidity
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 8 of 11
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`and Non-Infringement Contentions. The accused infringer shall identify prior
`art that anticipates or renders obvious the identified patent claims in question
`and, for each such prior art reference, shall specify whether it anticipates or is
`relevant to the obviousness inquiry. If applicable, the accused infringer shall
`also specify any other grounds for invalidity, such as indefiniteness, best mode,
`enablement, or written description. If the accused infringer has not already
`done so, the accused infringer shall produce documents relevant to the
`invalidity defenses and/or identify any such supporting documents produced
`by the patentee. Further, if the accused infringer has not already done so, the
`accused infringer shall produce documents sufficient to show operation of the
`accused product(s) or method(s) that the patentee identified in its preliminary
`infringement disclosures. Such disclosures may be amended and supplemented
`up to 30 days before the date of the Markman Hearing. After that time, such
`disclosures may be amended or supplemented only by leave of court, for good
`cause shown, except that, if the patentee amends or supplements its
`preliminary infringement disclosures, the accused infringer may likewise
`amend or supplement its disclosures within 30 days of service of the amended
`or supplemented infringement disclosures.
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`2. Amendments to Pleadings. Except for good cause shown, no motions seeking leave
`to add new parties or to amend the pleadings to assert new claims or defenses may be
`filed after __________.
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`3. Claim Construction Proceedings.
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`a.
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`b.
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`c.
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`d.
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`No later than __________, the parties shall simultaneously exchange a proposed
`list of claim terms to be construed.
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`No later than __________, the parties shall simultaneously exchange and file
`preliminary claim construction briefs. Each brief shall contain a list of terms
`construed, the party’s proposed construction of each term, and evidence and
`argument supporting each construction. Absent leave of court, preliminary
`claim construction briefs shall be limited to 25 pages.
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`No later than __________, parties shall simultaneously exchange reply briefs.
`Absent leave of court, reply briefs shall be limited to 15 pages.
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`No later than __________, the parties shall finalize the list of disputed terms for
`the court to construe. The parties shall prepare and file a joint claim construction
`and prehearing statement (hereafter the “joint statement”) that identifies both
`agreed and disputed terms.
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`i. The joint statement shall note the anticipated length of time necessary for
`the claim construction hearing and whether any party proposes to call
`witnesses, including a statement that such extrinsic evidence does not
`conflict with intrinsic evidence.
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 9 of 11
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`ii. The joint statement shall also indicate whether the parties will present
`tutorials on the relevant technology, the form of such tutorials, and the
`timing for such tutorials in relation to the claim construction hearing. If
`the parties plan to provide tutorials in the form of briefs, declarations,
`computer animations, slide presentations, or other media, the parties shall
`exchange such materials seven days before the claim construction
`hearing. In the alternative, the parties may present tutorials through
`presentations by the attorneys or experts at the claim construction
`hearing.
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`iii. The joint statement shall include a proposed order in which parties will
`present their arguments at the claim construction hearing, which may be
`term-by-term or party-by-party, depending on the issues in the case.
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`iv. The joint statement shall limit the number of claim terms to be construed
`and shall prioritize the disputed terms in order of importance. The Court
`suggests that, ordinarily, no more than 10 terms per patent be identified
`as requiring construction.
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`v. The joint statement shall include a joint claim construction chart, noting
`each party’s proposed construction of each term, and supporting
`evidence.
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`4. The Claim Construction Hearing (a.k.a. “Markman” Hearing). The claim
`construction hearing will be held on __________ at __________.
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`5. Fact Discovery.
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`Written Discovery. Written discovery (requests for production of documents,
`interrogatories, and requests for admission) shall be served by __________.
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`a.
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`b.
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`Fact Discovery. Fact discovery must be completed by __________.
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`6. Status Conference. A status conference will be held on __________ at __________.
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`7. Expert Discovery.
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`a.
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`b.
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`c.
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`Plaintiff(s)’ trial experts must be designated, and the information contemplated by
`Fed. R. Civ. P. 26(a)(2) must be disclosed, by __________.
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`Plaintiff(s)’ trial experts must be deposed by __________.
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`Defendant(s)’ trial experts must be designated, and the information contemplated
`by Fed. R. Civ. P. 26(a)(2) must be disclosed, by __________.
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`Case 1:19-cv-11586-IT Document 8 Filed 09/17/19 Page 10 of 11
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`d.
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`e.
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`Defendant(s)’ trial experts must be deposed by __________.
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`Expert discovery must be completed by __________.
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`8. Dispositive Motions. Dispositive motions, such as motions for summary judgment or
`partial summary judgment and motions for judgment on the pleadings, must be filed by
`__________.
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`9. Initial Pretrial Conference. An initial pretrial conference will be held on __________ at
`__________. The parties shall prepare and submit a pretrial memorandum in accordance
`with Local Rule 16.5(d) five business days prior to the date of the conference.
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`Procedural Provisions
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`1. Extension of Deadlines. Motions to extend or modify deadlines will be granted only
`for good cause shown. All motions to extend shall contain a brief statement of the
`reasons for the request; a summary of the discovery, if any, that remains to be taken;
`and a specific date when the requesting party expects to complete the additional
`discovery, join other parties, amend the pleadings, or file a motion.
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`2. Motions to Compel or Prevent Discovery. Except for good cause shown, motions to
`compel discovery, motions for protective orders, motions to quash, motions to strike
`discovery responses, and similar motions must be filed no later than seven days after
`the close of fact discovery or the close of expert discovery, whichever deadline is
`relevant. If additional discovery is compelled by the court after the relevant deadline
`has passed, the court may enter such additional orders relating to discovery as may be
`appropriate.
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`3. Status Conferences. The court has scheduled a status conference after (or close to) the
`close of fact discovery for case management purposes. Any party who reasonably
`believes that a status conference will assist in the management or resolution of the case
`may request one from the court upon reasonable notice to opposing counsel.
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`4. Additional Conferences. Upon request of counsel, or at the court’s own initiative,
`additional case-management or status conferences may be scheduled.
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`5. Early Resolution of Issues. The court recognizes that, in some cases, resolution of one
`or more preliminary issues may remove a significant impediment to settlement or
`otherwise expedite resolution of the case. Counsel are encouraged to confer and jointly
`advise the court of any such issues.
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`6. Pretrial Conference. Lead trial counsel are required to attend any pretrial conference.
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`7. Discovery Disputes. In the event the parties encounter a discovery dispute, they are
`encouraged to request a hearing or telephone conference with the court before filing a
`discovery motion.
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`8. Proposed Orders: Any proposed orders, such as Proposed Protective Orders, shall be
`docketed separately as an exhibit to a Motion for Proposed Order.
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`Date:
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` EXAMPLE
`United States District Judge
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`By: EXAMPLE
`Courtroom Deputy Clerk
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