Notice of Scheduling Conference

Hon. Julia E. Kobick · U.S. District Court for the District of Massachusetts

Role: District Judge

Bluebook Citation: Hon. Julia E. Kobick, Notice of Scheduling Conference, U.S. District Court for the District of Massachusetts

Judge Profile: Hon. Julia E. Kobick profile and standing orders


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=== Notice of Scheduling Conference === UNITED STATES DISTRICT COURT DISTRICT OF MASSACHUSETTS v. Plaintiff(s), _________________________, ____________________________________ ____________________________________) __________________________, Defendant(s). Civil Action No. __-______-JEK NOTICE OF SCHEDULING CONFERENCE KOBICK, J. The Court will hold an Initial Scheduling Conference in accordance with Fed. R. Civ. P. 16(b) and Local Rule 16.1 in [Courtroom 3 of the United States Courthouse in Boston, Massachusetts/a remote session/by telephone] on _________, 20__, at __:__ PM Counsel for the Plaintiff(s) shall be responsible for ensuring that all parties and/or their attorneys, who have not filed an answer or appearance with the Court, are notified of the scheduling conference date. Counsel and the parties shall comply with the terms of Fed. R. Civ. P. 16 and Local Rule 16.1, and Local Rule 16.6(a) if this is a patent case, except as stated below: 1. Agenda Not Required: Counsel may omit the agenda required by Local Rule 16.1(B)(1) unless: a. Counsel believe that there are matters not otherwise addressed under Local Rule 16.1 that the Court should address at the scheduling conference; b. This is a patent case; or c. Counsel are specifically directed to prepare such an agenda by the Court.

2. 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. 3. Joint Statement: The parties shall comply with Local Rule 16.1(d), but their joint statement shall also include a concise summary of the positions of the plaintiff(s) and defendant(s) regarding both liability and relief sought.

4. Reassignment to a Magistrate Judge: The parties shall indicate whether all parties consent to reassignment of the case to a magistrate for all purposes. If all parties consent, the parties should also jointly file a completed “Consent/Refusal of Magistrate Judge Jurisdiction” form available at https://www.mad.uscourts.gov/resources/pdf/forms/ConsentOrRefusal.pdf. 5.

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 where justice may so require. 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 pretrial motion practice within 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. 6. Discovery Event Limitations: Counsel representing parties in relatively complex matters who expect to require relief from the limitations on discovery events set forth in Local Rule 26.1(c) should be prepared to address that issue at the scheduling conference. 7.

If one party does not cooperate with the other party or parties in preparing the joint statement as required by the Local Rules and this Order, the other party or parties shall file a separate statement containing the information required by this Order, the identity of the party not cooperating in the preparation, and the efforts undertaken to obtain that cooperation. Dated: /s/ Julia E. Kobick United States District Judge By:/s/ Courtroom Deputy Clerk UNITED STATES DISTRICT COURT DISTRICT OF MASSACHUSETTS , Plaintiff(s), ____________________________________ ____________________________________) Defendant(s). v. , Civil Action No. - -JEK [PROPOSED] SCHEDULING ORDER KOBICK, J. 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. Timetable for Discovery and Motion Practice Pursuant to Rule 16(b) of the Federal Rules of Civil Procedure and Local Rule 16.1(f), it is hereby ORDERED that: 1. 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 ______________. 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 ______________.

3. Fact Discovery – Interim Deadlines. a. All requests for production of documents and interrogatories must be served by ______________. b. All requests for admission must be served by ______________. c. All depositions, other than expert depositions, must be completed by ______________. 4. Obligation to Supplement.

Supplemental disclosures under Fed. R. Civ. P. 26(e) shall be made promptly after the receipt of information by the party or counsel and, in any event, no later than the completion of fact discovery, unless good reason can be shown for why such information was not available. 5. Final Fact Discovery Deadline. All discovery, other than expert discovery, must be completed by ______________.

6. Status Conference. A status conference will be held on ______________ at __:__ a.m./p.m. By ______________, [two days prior to the status conference], the parties shall file a status report indicating the current status of the case, including whether the parties intend to seek expert discovery and/or intend to file any dispositive motions, whether the parties are interested in mediation, as well as any other matter relevant to the progress of the case. 7.

Expert Discovery. a. Plaintiff(s)’ trial experts must be designated, and the information contemplated by Fed. R. Civ. P. 26(a)(2) must be disclosed, by ____________. b. Plaintiff(s)’ trial experts must be deposed by ____________. c. Defendant(s)’ trial experts must be designated, and the information contemplated by Fed. R. Civ. P. 26(a)(2) must be disclosed, by ____________. d. Defendant(s)’ trial experts must be deposed by ____________. 8. Summary Judgment Motions. a. Motions for summary judgment must be filed by ______________. b. Oppositions to summary judgment motions must be filed within 21 days after service of the motion. 9.

Initial and Pretrial Conferences. The initial pretrial conference will be scheduled at a later point in the proceedings. The parties must prepare and submit a pretrial memorandum in accordance with Local Rule 16.5(d) five business days prior to the date of the conference, except that the parties need not include matters required by Local Rule 16.5(d)(2) or (3). The trial date will normally be set at the initial pretrial conference.

A final pretrial conference will be scheduled at the time the trial date is set. The court may also schedule interim pretrial conferences in appropriate cases. Procedural Provisions 1. Extension of Deadlines.

All requests to extend or modify deadlines must be made by motion and must state: (1) the original date(s); (2) the number of previous requests for adjournment or extension; (3) whether these previous requests were granted or denied; (4) the reasons for the requested extension; and (5) whether the opposing party consents and, if not, the reasons given for refusing to consent. The motion shall also contain 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. Motions to extend or modify deadlines will be granted only for good cause shown. Absent an emergency, any request for an extension or adjournment shall be made at least forty-eight hours prior to the deadline or scheduled appearance.

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 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.

3. Reply Memoranda. Parties need not seek leave of court to file a reply memorandum in response to an opposition to any motion, provided that such a reply memorandum does not exceed eight pages, double-spaced, and is filed within seven days (excluding intermediate Saturdays, Sundays, and legal holidays) after service of the opposition memorandum. Parties may otherwise file reply or surreply memoranda only with leave of court.

When such leave is sought, the moving party may file a proposed reply or surreply memorandum with the motion for leave. 4. 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. 5. Additional Conferences. Upon request of counsel, or at the Court’s own initiative, additional case-management or status conferences may be scheduled.

Parties may request telephonic conferences where appropriate to avoid undue inconvenience or expense. 6. 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 identify any such issues and to make appropriate motions at an early stage in the litigation. 7. Pretrial Conference. Lead trial counsel are required to attend any pretrial conference.

United States District Judge

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