UNITEDSTATESDISTRICTCOURTMIDDLEDISTRICTOFFLORIDAORLANDO DIVISION
Plaintiff,
v.Case No.
Defendant.
/
CaseManagementReportinPatentCases
The parties have agreed on the following dates and discovery plan pursuant toFed.R.Civ.P.26(f)andLocalRule3.05©:
DEADLINEOREVENT(withCourt recommended time frame) / AGREEDDATEMandatoryInitialDisclosures(pursuant to Fed.R.Civ.P. 26(a)(1) as amendedeffectiveDecember1, 2000) [nolaterthandateofPreliminary PretrialConference]
Certificate of Interested Persons andCorporateDisclosureStatement[within 1 weekofaboveifnotalreadycompleted]
MotionstoAddPartiesorAmendPleadings[3monthsafterCMRmeeting]
DisclosureofInfringementContentions[1 month after CMR meeting]
DisclosureofNon-InfringementandInvalidityContentions[ within 1 monthofabove]
Initial Identification of Disputed Claim Terms [within 1 month of above]
DEADLINEOREVENT(withCourt recommended time frame) / AGREEDDATE
ProposedClaimTermConstructions[within 1 monthofabove]
JointClaimConstructionStatement[within 2 weeksofabove]
TechnologyTutorialConference[within 2 – 4 weeksofabove]
(if requested, insert date; otherwise, leave blank)
Plaintiff’sClaimConstructionBrief[within 1 monthofabove]
Defendant’sResponseBrief [within 1 monthofabove]
JointPre-HearingStatement[within 1 weekofabove]
ClaimConstructionHearing[within 3 weeksofabove]
DisclosureofIntenttoRelyonAdviceofCounselas a Defense;Amendment of Infringement, Non-InfringementandInvalidityContentions;andDisclosureofExpert Reports on Issues Where thePartyBearstheBurdenofProof
[nosoonerthan 3 monthsandnolater than 5 months of above]
DisclosureofRebuttalExpertReports[within 1 monthofabove]
FactDiscoveryDeadline[within 2 monthsofAmendments]
ExpertDiscoveryDeadline[within 1 monthofabove]
DispositiveMotions
[within 2 monthsofaboveandatleast 4 – 5 months prior to trial]
DEADLINEOREVENT(withCourt recommended time frame) / AGREEDDATE
Parties’DeadlinetoMeetandConferIn PersontoPrepareJointFinalPretrial Statement [10 days prior todeadlineforthefinalpretrialstatement]
Parties’DeadlineforFilingJointFinalPretrialStatement(IncludingVoirDireQuestions, a SingleSetof Jointly-ProposedJuryInstructionsandVerdictForm(),WitnessLists,ExhibitListswithObjectionsonApprovedForm); TrialBriefs
Parties’DeadlineforFilingAll OtherMotionsIncludingMotions InLimine[Allrequeststolimitevidenceshallbeincludedin a singlemotionnottoexceed25pageswithoutleaveofCourt. Responsesarelimitedto20pageswithoutleaveofCourt.
FinalPretrialConference[Courtwillset a dateapproximately 3 weeksbeforetrial]
TrialTermBegins[LocalRulessetgoaloftrialwiithin 2 yearsinallTrack Two cases; trial term must not belessthan 4 monthsafterdispositivemotionsdeadline(unlessfilingofsuchiswaived.]
EstimatedLengthofTrial [trialdays]
Jury / Non-Jury
MediationDeadline:
Mediator:Address:
Telephone:[Absentarbitration,mediationismandatory; either 2 -3 months afterCMRmeetingorjustafterdiscoverydeadline]
AllPartiesConsenttoProceedBeforeMagistrateJudge / Yes No LikelytoAgreeinFuture
I.Meeting of Parties in Person
Leadcounselmustmeetinpersonandnotbytelephoneabsentanorderpermittingotherwise.CounselwillmeetintheMiddleDistrictofFlorida,unlesscounselagreeonadifferentlocation.PursuanttoLocalRule3.05(c)(2)(B)or(c)(3)(A),ameetingwasheldinpersonon (date)at (time)andwasattendedby:
NameCounselfor(ifapplicable)
II.Pre-DiscoveryInitial Disclosures of Core Information Fed.R.Civ.P. 26(a)(1)(A) - (D) Disclosures
Fed.R.Civ.P.26,asamendedeffectiveDecember1,2010,providesthatthesedisclosuresaremandatoryinTrackTwoandTrackThreecases,exceptasstipulatedbythepartiesorotherwiseorderedbytheCourt(theamendmenttoRule26supersedesMiddleDistrictofFloridaLocalRule3.05,totheextentthatRule3.05optsoutofthemandatory discovery requirements):
Theparties
haveexchanged
agreetoexchange(checkone)information
described in Fed.R.Civ.P. 26(a)(1)(A) - (D) by(date).
Belowis a descriptionofinformationdisclosedorscheduledfordisclosure.
III.Electronic Discovery
TheCourtwillenteraseparateOrderregardingelectronicdiscovery.ThepartiesmaymovetomodifytheCourt’sstandardOrderbyseparatemotionwithintwo(2)weeksofitsissuance.
IV.AgreedDiscoveryPlanforPlaintiffsandDefendants
A.Certificate of Interested PersonsandCorporateDisclosureStatement
ThisCourthaspreviouslyorderedeachparty,governmentalparty,intervenor,non-partymovant,andRule69garnisheetofileand serveaCertificateofInterestedPersonsandCorporateDisclosureStatementusingamandatoryform.NopartymayseekdiscoveryfromanysourcebeforefilingandservingaCertificateofInterestedPersonsandCorporateDisclosureStatement.Amotion,memorandum,response,orotherpaper“includingemergencymotion”issubjecttobeingdeniedorstrickenunlessthefilingpartyhaspreviouslyfiledandserveditsCertificateofInterestedPersonsandCorporateDisclosureStatement.Anypartywhohasnotalreadyfiledandservedtherequiredcertificateisrequiredtodosoimmediately.
EverypartythathasappearedinthisactiontodatehasfiledandservedaCertificateofInterestedPersonsandCorporateDisclosureStatement,whichremainscurrent:
Yes
No
AmendedCertificatewillbefiledby(party) on or beforedate).
B.DiscoveryNotFiled
ThepartiesshallnotfilediscoverymaterialswiththeClerkexceptasprovidedinLocalRule3.03.TheCourtencouragestheexchangeofdiscoveryrequestsondiskette.SeeLocal Rule 3.03 (f). The parties further agree as follows:
C.LimitsonDiscovery
AbsentleaveofCourt,thepartiesmaytakenomorethantendepositionsperside(notperparty).Fed.R.Civ.P.30(a)(2)(A);Fed.R.Civ.P.31(a)(2)(A);LocalRule3.02(b). AbsentleaveofCourt,thepartiesmayservenomorethantwenty-fiveinterrogatories,includingsub-parts.Fed.R.Civ.P.33(a);LocalRule3.03(a).AbsentleaveofCourtorstipulationofthepartieseachdepositionislimitedtoonedayofsevenhours.Fed.R.Civ.P.30(d)(2).Thepartiesmayagreebystipulationonotherlimitsondiscovery.TheCourtwillconsidertheparties’agreeddates,deadlines,andotherlimitsinenteringtheschedulingorder.Fed.R.Civ.P.29.Inadditiontothe deadlinesintheabovetable,thepartieshaveagreedtofurtherlimitdiscoveryasfollows:
1.Depositions
2.Interrogatories
3.DocumentRequests
4.RequeststoAdmit
5.SupplementationofDiscovery
D.DiscoveryDeadline
Eachpartyshalltimelyservediscoveryrequestssothattherulesallowforaresponsepriortothediscoverydeadline.TheCourtmaydenyasuntimelyallmotionstocompelfiledafterthediscoverydeadline. Inaddition,thepartiesagreeasfollows:
E.DisclosureofExpertTestimony
Onorbeforethedatessetforthintheabovetableforthedisclosureofexpertreports,thepartiesagreetofullycomplywithFed.R.Civ.P.26(a)(2)and26(e).Experttestimonyondirectexaminationattrialwillbelimitedtotheopinions,basis,reasons,data,andotherinformationdisclosedinthewrittenexpertreportdisclosedpursuanttothisorder.Failuretodisclosesuchinformationmayresultintheexclusionofallorpartofthetestimonyoftheexpertwitness.Thepartiesagreeonthefollowingadditionalmatterspertainingtothedisclosureofexperttestimony:
F.ConfidentialityAgreements
TheCourtwillenteraseparateOrderregardingelectronicdiscovery.ThepartiesmaymovetomodifytheCourt’sstandardOrderbyseparatemotionwithintwo(2)weeksofitsissuance.
G.Other Matters Regarding Discovery
VI.Settlement and Alternative Dispute Resolution.
A.Settlement
Thepartiesagreethatsettlementis
likely
unlikely(checkone)
Thepartiesrequest a settlementconference before a UnitedStatesMagistrateJudge
yesnolikely to request in future
B.Arbitration
TheLocalRulesnolongerdesignatecases for automatic arbitration, but thepartiesmayelectarbitrationinanycase. Do the parties agree to arbitrate?
yesnolikelytoagreeinfuture
Binding
Non-Binding
C.Mediation
Absent arbitration or a Court order to thecontrary,thepartiesineverycasewillparticipateinCourt-annexedmediationasdetailedinChapterNineoftheCourt’sLocalRules. Thepartieshaveagreedon a mediator from the Court’s approved list ofmediatorsassetforthinthetableabove,andhaveagreedtothedatestatedinthetableaboveasthelastdateformediation.ThelistofmediatorsisavailablefromtheClerkandispostedontheCourt=swebsiteat
D.OtherAlternativeDisputeResolution
Thepartiesintendtopursuethefollowing other methods of alternative disputeresolution:
Date:
SignatureofCounsel(withinformationrequiredbyLocalRule1.05(d))andSignatureofUnrepresentedParties.