Court Tags (Use White Paper) (PDF); Defendant Tags (Use Yellow Paper and Number) (PDF); ERISA Case Management Report (PDF); Exhibit List (PDF); Government Tags (Use Blue Paper) (PDF); Joint Tags (Use Green Paper) (PDF); Notice of Pendency of Other Actions (PDF); Plaintiff Tags (Use Blue Paper and Nu

=== Court Tags (Use White Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida COURT’S EXHIBIT COURT’S EXHIBIT COURT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: Case Number: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida COURT’S EXHIBIT COURT’S EXHIBIT COURT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted:

=== Defendant Tags (Use Yellow Paper and Number) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT DEFENDANT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted:

=== ERISA Case Management Report (PDF) ===

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA ORLANDO DIVISION v. Case No: Plaintiff, Defendant. / CASE MANAGEMENT REPORT (ERISA CASES ONLY) This Case Management Report shall be used in actions brought under the Employee Retirement Income Security Act of 1974 (ERISA), 29 U.S.C. sec. 1001, et seq. Based on this Report and availability on the Court’s calendar, the assigned United States District Judge will issue a binding Case Management and Scheduling Order. 1. Meeting of Parties: A telephone or in-person conference was held on _ _____ (date) between: Name Counsel for (if applicable) 2. Do parties agree to consent to the exercise of jurisdiction over this case by the assigned United States Magistrate Judge? (check one) [ ] yes [__] no If yes, the parties shall complete and all counsel and/or unrepresented parties shall execute on the Form AO-85 (through the portion for “Consent” – all signatures together on one form); submit the same to the Clerk, and the Court will promptly thereafter enter the “Order of Reference” portion and file the same in the record hereof. 3. Preliminary Pretrial Conference: Parties (check one) [ ] request [ ] do not request a preliminary pretrial conference before entry of a Case Management and Scheduling Order in this case. Unresolved issues to be addressed at such a conference include: 4. Case Plan: A. Date by which defendant will provide the administrative record to plaintiff: . B. C. Requested date by which dispositive motions or cross-briefs should be filed: . Requested date by which responses to dispositive motions or briefs should be filed: __________________________________________. D. Any requests for Special Consideration or Handling (requests can be joint or unilateral): ______ _______________ _______________________ 5. Do the parties request oral argument? [ ] yes [ ] no (The District Judge will make the final determination as to whether and when to set the case for oral argument). 6. Mediation: Absent a Court order to the contrary, the parties in every case will participate in Court-annexed mediation as detailed in Chapter Nine of the Court’s Local Rules Do the parties wish to mediate [ ] yes [ ] no If the parties agree to mediation, the order of referral to mediation described in Local Rule 4.03 should be entered by the Court directing that mediation occur on or before (date) designating (name) to serve as mediator. (A list of certified mediators is available from the Clerk's Office and on the Court's website.) If the parties have checked that they agree to mediate but have left either or both of these fields blank, the Court will designate the mediator and/or the deadline for mediation. Date: Signatures of Counsel and Signature of any unrepresented party:

=== Exhibit List (PDF) ===

EXHIBIT LIST ___ PLAINTIFF ___ DEFENDANT JOINT ___ GOVERNMENT___ COURT CASE NO. STYLE: _____________________________ EXHIBIT NO. DATE IDENTIFIED DATE ADMITTED SPONSORING WITNESSES OBJECTIONS / STIPULATED ADMISSIONS1 DESCRIPTION OF EXHIBIT 1 Use a code (e.g. “A”or “*”) in this column to identify exhibits to be received in evidence by agreement without objection. Otherwise, specifically state each objection to each opposed exhibit. Please note that each date box on the left must be one inch wide to accommodate the Clerk’s date stamp.

=== Government Tags (Use Blue Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: Case Number: v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT GOVERNMENT’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted:

=== Joint Tags (Use Green Paper) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida JOINT EXHIBIT JOINT EXHIBIT JOINT EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: Case Number: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida JOINT EXHIBIT JOINT EXHIBIT JOINT EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: v. Date Identified: Date Admitted:

=== Notice of Pendency of Other Actions (PDF) ===

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA ORLANDO DIVISION Plaintiff, v. Case No: ___________________________________ Defendant. Notice of Pendency of Other Actions In accordance with Local Rule 1.07, I certify that the instant action: IS related to pending or closed civil or criminal case(s) previously filed in this Court, or any other Federal or State court, or administrative agency as indicated below: IS NOT related to any pending or closed civil or criminal case filed with this Court, or any other Federal or State court, or administrative agency. I further certify that I will serve a copy of this Notice of Pendency of Other Actions upon each party no later than fourteen days after appearance of the party. Dated: Plaintiff(s) Counsel of Record or Pro Se Party [Address and Telephone] Defendant(s) Counsel of Record or Pro Se Party [Address and Telephone]

=== Plaintiff Tags (Use Blue Paper and Number) (PDF) ===

U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: v. Date Identified: Date Admitted: Case Number: Case Number: v. Date Identified: Date Admitted: v. Date Identified: Date Admitted: U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida U.S. District Court Middle District of Florida PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT PLAINTIFF’S EXHIBIT Exhibit Number: Exhibit Number: Exhibit Number: Case Number: Case Number: Case Number: v. v. v. Date Identified: Date Admitted: Date Identified: Date Admitted: Date Identified: Date Admitted:

=== case management report ===

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA ORLANDO DIVISION Plaintiff, v. Case No. Defendant. CASE MANAGEMENT REPORT The parties have agreed on the following dates and discovery plan pursuant to Fed.R.Civ.P. 26(f) and Local Rule 3.05(c): DEADLINE OR EVENT AGREED DATE Mandatory Initial Disclosures (pursuant to Fed.R.Civ.P. 26(a)(1) as amended effective December 1, 2000) [Court recommends 30 days after CMR meeting] Certificate of Interested Persons and Corporate Disclosure Statement [each party who has not previously filed must file immediately] Motions to Add Parties or to Amend Pleadings [Court recommends 1 - 2 months after CMR meeting] Disclosure of Expert Reports Plaintiff: Defendant: [Court recommends last exchange 6 months before trial and 1 - 2 months before discovery deadline to allow expert depositions] Discovery Deadline [Court recommends 6 months before trial to allow time for dispositive motions to be filed and decided; all discovery must be commenced in time to be completed before this date] Dispositive Motions, Daubert, and Markman Motions [Court recommends no less than 5 months before trial] Joint Final Pretrial Statement (Including a Single Set of Jointly- Proposed Jury Instructions, Verdict Form and Voir Dire Questions emailed to: [email protected] in Word format), Witness Lists, Exhibit Lists with Objections on Approved Form) Trial Briefs [Court recommends 4 weeks before Final Pretrial Conference] DEADLINE OR EVENT AGREED DATE All Other Motions Including Motions In Limine [Court recommends 3 weeks before Final Pretrial Conference] Final Pretrial Conference [Court will set a date that is approximately 3 weeks before trial] Trial Term Begins [Local Rule 3.05 (c)(2)(E) sets goal of trial within 1 year of filing complaint in most Track Two cases, and within 2 years in all Track Two cases; trial term must not be less than 4 months after dispositive motions deadline (unless filing of such motions is waived. Estimated Length of Trial [trial days] Jury / Non-Jury Mediation Deadline: Mediator: Address: Telephone: [Absent arbitration, mediation is mandatory; Court recommends either 2 - 3 months after CMR meeting, or just after discovery deadline] All Parties Consent to Proceed Before Magistrate Judge Yes____ No____ Likely to Agree in Future _____ I. Preparation of the Case Management Report The parties may communicate with each other electronically or by telephone as long as they can agree on all significant aspects of this Report. Otherwise, lead counsel must meet in person for the purpose of preparing and filing the Report. Unless the parties agree to meet elsewhere, the meeting must be held in the Orlando Division of the Middle District of Florida. The parties must complete the certification shown below: Pursuant to Local Rule 3.05(c)(2)(B) or (c)(3)(A),1 a meeting was held in person OR telephonically (circle one) on _________________ (date) at (time) and was attended by: Name Counsel for (if applicable) II. Pre-Discovery Initial Disclosures of Core Information Fed.R.Civ.P. 26(a)(1)(A) - (D) Disclosures Fed.R.Civ.P. 26, as amended effective December 1, 2010, provides that these disclosures are mandatory in Track Two and Track Three cases, except as stipulated by the parties or otherwise ordered by the Court (the amendment to Rule 26 supersedes Middle District of Florida Local Rule 3.05, to the extent that Rule 3.05 opts out of the mandatory discovery requirements): The parties __ have exchanged __ agree to exchange (check one) information described in Fed.R.Civ.P. 26(a)(1)(A) - (D) by (date). Below is a description of information disclosed or scheduled for disclosure. III. Electronic Discovery The parties have discussed issues relating to disclosure or discovery of electronically stored information ("ESI"), including Pre-Discovery Initial Disclosures of Core Information in Section II above, and agree that (check one): __ no party anticipates the disclosure or discovery of ESI in this case; __ one or more of the parties anticipate the disclosure or discovery of ESI in this case. 1A copy of the Local Rules may be viewed at http://www.flmd.uscourts.gov. If disclosure or discovery of ESI is sought by any party from another party, then the following issues shall be discussed:2 A. The form or forms in which ESI should be produced. B. Nature and extent of the contemplated ESI disclosure and discovery, including specification of the topics for such discovery and the time period for which discovery will be sought. C. Whether the production of metadata is sought for any type of ESI, and if so, what types of metadata. D. The various sources of ESI within a party's control that should be searched for ESI, and whether either party has relevant ESI that it contends is not reasonably accessible under Rule 26(b)(2)(B), and if so, the estimated burden or costs of retrieving and reviewing that information. E. The characteristics of the party's information systems that may contain relevant ESI, including, where appropriate, the identity of individuals with special knowledge of a party's computer systems. F. Any issues relating to preservation of discoverable ESI. G. Assertions of privilege or of protection as trial-preparation materials, including whether the parties can facilitate discovery by agreeing on procedures and, only in the unusual event an agreement between the parties is insufficient, an Order under Federal Rules of Evidence Rule 502, If the parties agree that a protective order is needed, they shall attach a copy of the proposed order to the Case Management Report, together with a statement as to why an enforceable agreement between the parties is not sufficient. 2 See Generally: Rules Advisory Committee Notes to the 2006 Amendments to Rule 26(f) and Rule 16. The parties should attempt to agree on protocols that minimize the risk of waiver. Any proposed protective order shall comply with Local Rule 1.09 and Section IV.F. below on Confidentiality Agreements. H. Whether the discovery of ESI should be conducted in phases, limited, or focused upon particular issues. Please state if there are any areas of disagreement on these issues and, if so, summarize the parties' positions on each: _____________________________________________________________________ ______________________________________________________________________ If there are disputed issues specified above, or elsewhere in this report, then (check one): ___ one or more of the parties requests that a preliminary pre-trial conference under Rule 16 be scheduled to discuss these issues and explore possible resolutions. Although this will be a non-evidentiary hearing, if technical ESI issues are to be addressed, the parties are encouraged to have their information technology experts with them at the hearing. If a preliminary pre-trial conference is requested, a motion shall also be filed pursuant to Rule 16(a), Fed.R.Civ.P. ___ all parties agree that a hearing is not needed at this time because they expect to be able to promptly resolve these disputes without assistance of the Court. IV. Agreed Discovery Plan for Plaintiffs and Defendants A. Certificate of Interested Persons and Corporate Disclosure Statement This Court has previously ordered each party, governmental party, intervenor, non-party movant, and Rule 69 garnishee to file and serve a Certificate of Interested Persons and Corporate Disclosure Statement using a mandatory form. No party may seek discovery from any source before filing and serving a Certificate of Interested Persons and Corporate Disclosure Statement. A motion, memorandum, response, or other paper C including emergency motion C is subject to being denied or stricken unless the filing party has previously filed and served its Certificate of Interested Persons and Corporate Disclosure Statement. Any party who has not already filed and served the required certificate is required to do so immediately. Every party that has appeared in this action to date has filed and served a Certificate of Interested Persons and Corporate Disclosure Statement, which remains current: _______ Yes _______ No Amended Certificate will be filed by ___________ (party) on or before __________ date). B. Discovery Not Filed The parties shall not file discovery materials with the Clerk except as provided in Local Rule 3.03. The Court encourages the exchange of discovery requests on diskette. See Local Rule 3.03 (f). The parties further agree as follows: C. Limits on Discovery Absent leave of Court, the parties may take no more than ten depositions per side (not per party). Fed.R.Civ.P. 30(a)(2)(A); Fed.R.Civ.P. 31(a)(2)(A); Local Rule 3.02(b). Absent leave of Court, the parties may serve no more than twenty-five interrogatories, including sub-parts. Fed.R.Civ.P. 33(a); Local Rule 3.03(a). Absent leave of Court or stipulation of the parties each deposition is limited to one day of seven hours. Fed.R.Civ.P. 30(d)(2). The parties may agree by stipulation on other limits on discovery. The Court will consider the parties= agreed dates, deadlines, and other limits in entering the scheduling order. Fed.R.Civ.P. 29. In addition to the deadlines in the above table, the parties have agreed to further limit discovery as follows: 1. Depositions 2. Interrogatories 3. Document Requests 4. Requests to Admit 5. Supplementation of Discovery D. Discovery Deadline Each party shall timely serve discovery requests so that the rules allow for a response prior to the discovery deadline. The Court may deny as untimely all motions to compel filed after the discovery deadline. In addition, the parties agree as follows: E. Disclosure of Expert Testimony On or before the dates set forth in the above table for the disclosure of expert reports, the parties agree to fully comply with Fed.R.Civ.P. 26(a)(2) and 26(e). Expert testimony on direct examination at trial will be limited to the opinions, basis, reasons, data, and other information disclosed in the written expert report disclosed pursuant to this order. Failure to disclose such information may result in the exclusion of all or part of the testimony of the expert witness. The parties agree on the following additional matters pertaining to the disclosure of expert testimony: F. Confidentiality Agreements Whether documents filed in a case may be filed under seal is a separate issue from whether the parties may agree that produced documents are confidential. The Court is a public forum, and disfavors motions to file under seal. The Court will permit the parties to file documents under seal only upon a finding of extraordinary circumstances and particularized need. See Brown v. Advantage Engineering, Inc., 960 F.2d 1013 (11th Cir. 1992); Wilson v. American Motors Corp., 759 F.2d 1568 (11th Cir. 1985). A party seeking to file a document under seal must file a motion to file under seal requesting such Court action, together with a memorandum of law in support. The motion, whether granted or denied, will remain in the public record. The parties may reach their own agreement regarding the designation of materials as Aconfidential.@ There is no need for the Court to endorse the confidentiality agreement. The Court discourages unnecessary stipulated motions for a protective order. The Court will enforce appropriate stipulated and signed confidentiality agreements. See Local Rule 4.15. Each confidentiality agreement or order shall provide, or shall be deemed to provide, that Ano party shall file a document under seal without first having obtained an order granting leave to file under seal on a showing of particularized need.@ With respect to confidentiality agreements, the parties agree as follows: G. Other Matters Regarding Discovery C VI. Settlement and Alternative Dispute Resolution. A. Settlement C The parties agree that settlement is _____ likely ______ unlikely (check one) The parties request a settlement conference before a United States Magistrate Judge. yes no likely to request in future B. Arbitration The Local Rules no longer designate cases for automatic arbitration, but the parties may elect arbitration in any case. Do the parties agree to arbitrate? yes no likely to agree in future _______ Binding ________ Non-Binding C. Mediation Absent arbitration or a Court order to the contrary, the parties in every case will participate in Court-annexed mediation as detailed in Chapter Nine of the Court=s Local Rules. The parties have agreed on a mediator from the Court=s approved list of mediators as set forth in the table above, and have agreed to the date stated in the table above as the last date for mediation. The list of Court approved mediators is available from the Clerk, and is posted on the Court=s web site at http://www.flmd.uscourts.gov D. Other Alternative Dispute Resolution C The parties intend to pursue the following other methods of alternative dispute resolution: Date: _____________________ Signature of Counsel (with information required by Local Rule 1.05(d and Signature of Unrepresented Parties. _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________