1 2 3 4 5 6 7 8 9 UNITED STATES DISTRICT COURT 10 SOUTHERN DISTRICT OF CALIFORNIA 11 12 LAURA HANSON, Case No.: 24-cv-00086-AGS-JLB 13 Plaintiff, ORDER GRANTING JOINT MOTION TO CONTINUE 14 v. DISCOVERY DEADLINES AND 15 THERANEST, LLC, et al., RELATED DATES
16 Defendants. [ECF No. 39] 17
18 Before the Court is the parties’ Joint Motion to Continue Discovery Deadlines and 19 Related Dates. (ECF No. 39.) Good cause appearing, the parties’ Joint Motion is 20 GRANTED, and the Scheduling Order (ECF No. 19) is AMENDED as follows: 21 Deadline to Propound Written 22 September 30, 2024 Discovery 23 Fact Discovery Completion December 6, 2024 24 Expert Witness Designations January 6, 2025 Supplemental and Rebuttal Expert 25 January 21, 2025 Witness Designations 26 Expert Witness Disclosures February 4, 2025 27 Rebuttal Expert Witness Designations February 18, 2025 and Disclosures 28 1 Expert Discovery Completion March 11, 2025 2 MSC Statements January 13, 2025 3 Mandatory Settlement Conference January 21, 2025, at 1:45 PM 4 Pretrial Motions January 30, 2025 Rule 26(a)(3) Disclosures/ 5 Memoranda of Contentions of Fact April 18, 2025 6 and Law Meet and Confer on the PTO/ 7 April 25, 2025 Motion in Limine Deadline 8 Draft PTO to Defense Counsel May 2, 2025 9 Lodge PTO/ May 9, 2025 Motion in Limine Responses 10 Final Pretrial Conference May 16, 2025, at 10:30 AM 11 12 1. Counsel1 must refer to Judge Schopler’s Chambers Rules—Civil, as well as 13 the undersigned Magistrate Judge’s chambers rules, which are accessible via the Court’s 14 website at www.casd.uscourts.gov. 15 2. All discovery must be complete by the above date. “Complete” means that 16 all discovery under Rules 30 through 36 of the Federal Rules of Civil Procedure, and 17 discovery subpoenas under Rule 45, must be initiated sufficiently before the cut-off date, 18 so that it may be completed by the cut-off date, accounting for the times for service, notice, 19 and response as set forth in the Federal Rules of Civil Procedure. Unless the Court orders 20 otherwise, the Court will not recognize any stipulation continuing or altering this 21 requirement. 22 Counsel must promptly and in good faith meet and confer with regard to all 23 discovery disputes in compliance with Civil Local Rule 26.1.a. Discovery disputes must 24 be brought to the Court’s attention in the time and manner required by § V of Judge 25 Burkhardt’s Civil Chambers Rules. All discovery disputes must be raised within 30 26
27 1 For purposes of this Order, the term “counsel” includes parties representing 28 1 calendar days of the service of an objection, answer, or response that becomes the 2 subject of dispute, or the passage of a discovery due date without response or production, 3 and only after counsel (and any unrepresented parties) have met and conferred to resolve 4 the dispute. See J. Burkhardt Civ. Chambers R. § V. A failure to comply in this regard 5 will result in a waiver of a party’s discovery issue. Absent an order of the court, no 6 stipulation continuing or altering this requirement will be recognized by the court. 7 3. A Mandatory Settlement Conference (“MSC”) will be held by video 8 conference2 before Magistrate Judge Jill L. Burkhardt. Mandatory directions for 9 participating in the MSC by video conference are attached hereto. The purpose of the 10 MSC is to permit an informal, candid discussion between the attorneys, parties, and the 11 settlement judge of every aspect of the lawsuit in an effort to achieve a mediated resolution 12 of the case. All MSC discussions will be off the record, privileged, and confidential. See 13 CivLR 16.3.h. 14 Pursuant to Civil Local Rule 16.3, all party representatives and claims adjusters for 15 insured defendants with full and unlimited authority3 to negotiate and enter into a binding 16 settlement, as well as the principal attorney(s) responsible for the litigation, must be present 17
18 2 If any party believes the MSC is more likely to be successful if conducted in-person, 19 that party shall meet and confer on the issue with the other parties. After meeting and conferring, and no later than 60 days before the MSC, the parties shall leave a joint 20 voicemail with chambers at (619) 557-6624 indicating which of the parties requests an in- 21 person MSC. In the voicemail, the parties shall leave three mutually available dates for a telephonic status conference to discuss whether the MSC should be held in-person. The 22 final decision will be made by the Court. 23 3 “Full authority to settle” means that the individuals at the settlement conference must be authorized to fully explore settlement options and to agree at that time to any settlement 24 terms acceptable to the parties. Heileman Brewing Co., Inc. v. Joseph Oat Corp., 871 F.2d 25 648 (7th Cir. 1989). The person needs to have “unfettered discretion and authority” to change the settlement position of a party. Pitman v. Brinker Int’l., Inc., 216 F.R.D. 481, 26 485–86 (D. Ariz. 2003). The purpose of requiring a person with unlimited settlement 27 authority to attend the conference includes that the person’s view of the case may be altered during the face-to-face conference. Id. at 486. A limited or a sum certain of authority is 28 1 and legally and factually prepared to discuss and resolve the case at the MSC. In the case 2 of an entity, an authorized representative of the entity who is not retained outside counsel 3 must be present and must have discretionary authority to commit the entity to pay an 4 amount up to the amount of the Plaintiff’s prayer (excluding punitive damages prayers). 5 The purpose of this requirement is to have representatives present who can settle the case 6 during the course of the conference without consulting a superior. 7 Counsel for a United States government entity may be excused from this 8 requirement so long as the government attorney who attends the MSC conference (1) has 9 primary responsibility for handling the case, and (2) may negotiate settlement offers which 10 the attorney is willing to recommend to the government official having ultimate settlement 11 authority. 12 Failure to attend the MSC or obtain proper excuse will be considered grounds 13 for sanctions. 14 4. No later than 21 days before the MSC, the parties shall exchange formal 15 settlement proposals, as required by § III.A. of Judge Burkhardt’s Civil Chambers Rules. 16 No later than 14 days before the MSC, the parties shall meet and confer in person or 17 telephonically, as required by § III.B. of Judge Burkhardt’s Civil Chambers Rules. 18 5. No later than January 13, 2025, counsel (and any unrepresented parties) shall 19 lodge confidential MSC statements with Judge Burkhardt’s chambers via e-mail at 20 efile_Burkhardt@casd.uscourts.gov. The parties’ MSC statements shall comply with § 21 III.C. of Judge Burkhardt’s Civil Chambers Rules. 22 6. All pretrial motions must be filed by the above date. In this context, the term 23 “pretrial motions” includes summary-judgment motions, Daubert motions, and all other 24 motions before trial, other than motions in limine. Before filing any pretrial motion, 25 movant’s counsel must contact the appropriate judge’s chambers for a hearing date. 26 /// 27 /// 28 /// 1 7. For the Final Pretrial Conference Order, the parties must meet and confer and 2 prepare a proposed order containing each category in Civil Local Rule 16.1.f.6, plus: 3 a. Exhibits: Each exhibit that will be offered in a redacted form must be 4 presented as set out in Judge Schopler’s chambers rules. Any dispute concerning 5 redactions should be filed as a separate motion in limine. 6 b. Pretrial-Disclosure Objections: Counsel must note any objections to 7 any other party’s pretrial disclosures. See Fed. R. Civ.
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1 2 3 4 5 6 7 8 9 UNITED STATES DISTRICT COURT 10 SOUTHERN DISTRICT OF CALIFORNIA 11 12 LAURA HANSON, Case No.: 24-cv-00086-AGS-JLB 13 Plaintiff, ORDER GRANTING JOINT MOTION TO CONTINUE 14 v. DISCOVERY DEADLINES AND 15 THERANEST, LLC, et al., RELATED DATES
16 Defendants. [ECF No. 39] 17
18 Before the Court is the parties’ Joint Motion to Continue Discovery Deadlines and 19 Related Dates. (ECF No. 39.) Good cause appearing, the parties’ Joint Motion is 20 GRANTED, and the Scheduling Order (ECF No. 19) is AMENDED as follows: 21 Deadline to Propound Written 22 September 30, 2024 Discovery 23 Fact Discovery Completion December 6, 2024 24 Expert Witness Designations January 6, 2025 Supplemental and Rebuttal Expert 25 January 21, 2025 Witness Designations 26 Expert Witness Disclosures February 4, 2025 27 Rebuttal Expert Witness Designations February 18, 2025 and Disclosures 28 1 Expert Discovery Completion March 11, 2025 2 MSC Statements January 13, 2025 3 Mandatory Settlement Conference January 21, 2025, at 1:45 PM 4 Pretrial Motions January 30, 2025 Rule 26(a)(3) Disclosures/ 5 Memoranda of Contentions of Fact April 18, 2025 6 and Law Meet and Confer on the PTO/ 7 April 25, 2025 Motion in Limine Deadline 8 Draft PTO to Defense Counsel May 2, 2025 9 Lodge PTO/ May 9, 2025 Motion in Limine Responses 10 Final Pretrial Conference May 16, 2025, at 10:30 AM 11 12 1. Counsel1 must refer to Judge Schopler’s Chambers Rules—Civil, as well as 13 the undersigned Magistrate Judge’s chambers rules, which are accessible via the Court’s 14 website at www.casd.uscourts.gov. 15 2. All discovery must be complete by the above date. “Complete” means that 16 all discovery under Rules 30 through 36 of the Federal Rules of Civil Procedure, and 17 discovery subpoenas under Rule 45, must be initiated sufficiently before the cut-off date, 18 so that it may be completed by the cut-off date, accounting for the times for service, notice, 19 and response as set forth in the Federal Rules of Civil Procedure. Unless the Court orders 20 otherwise, the Court will not recognize any stipulation continuing or altering this 21 requirement. 22 Counsel must promptly and in good faith meet and confer with regard to all 23 discovery disputes in compliance with Civil Local Rule 26.1.a. Discovery disputes must 24 be brought to the Court’s attention in the time and manner required by § V of Judge 25 Burkhardt’s Civil Chambers Rules. All discovery disputes must be raised within 30 26
27 1 For purposes of this Order, the term “counsel” includes parties representing 28 1 calendar days of the service of an objection, answer, or response that becomes the 2 subject of dispute, or the passage of a discovery due date without response or production, 3 and only after counsel (and any unrepresented parties) have met and conferred to resolve 4 the dispute. See J. Burkhardt Civ. Chambers R. § V. A failure to comply in this regard 5 will result in a waiver of a party’s discovery issue. Absent an order of the court, no 6 stipulation continuing or altering this requirement will be recognized by the court. 7 3. A Mandatory Settlement Conference (“MSC”) will be held by video 8 conference2 before Magistrate Judge Jill L. Burkhardt. Mandatory directions for 9 participating in the MSC by video conference are attached hereto. The purpose of the 10 MSC is to permit an informal, candid discussion between the attorneys, parties, and the 11 settlement judge of every aspect of the lawsuit in an effort to achieve a mediated resolution 12 of the case. All MSC discussions will be off the record, privileged, and confidential. See 13 CivLR 16.3.h. 14 Pursuant to Civil Local Rule 16.3, all party representatives and claims adjusters for 15 insured defendants with full and unlimited authority3 to negotiate and enter into a binding 16 settlement, as well as the principal attorney(s) responsible for the litigation, must be present 17
18 2 If any party believes the MSC is more likely to be successful if conducted in-person, 19 that party shall meet and confer on the issue with the other parties. After meeting and conferring, and no later than 60 days before the MSC, the parties shall leave a joint 20 voicemail with chambers at (619) 557-6624 indicating which of the parties requests an in- 21 person MSC. In the voicemail, the parties shall leave three mutually available dates for a telephonic status conference to discuss whether the MSC should be held in-person. The 22 final decision will be made by the Court. 23 3 “Full authority to settle” means that the individuals at the settlement conference must be authorized to fully explore settlement options and to agree at that time to any settlement 24 terms acceptable to the parties. Heileman Brewing Co., Inc. v. Joseph Oat Corp., 871 F.2d 25 648 (7th Cir. 1989). The person needs to have “unfettered discretion and authority” to change the settlement position of a party. Pitman v. Brinker Int’l., Inc., 216 F.R.D. 481, 26 485–86 (D. Ariz. 2003). The purpose of requiring a person with unlimited settlement 27 authority to attend the conference includes that the person’s view of the case may be altered during the face-to-face conference. Id. at 486. A limited or a sum certain of authority is 28 1 and legally and factually prepared to discuss and resolve the case at the MSC. In the case 2 of an entity, an authorized representative of the entity who is not retained outside counsel 3 must be present and must have discretionary authority to commit the entity to pay an 4 amount up to the amount of the Plaintiff’s prayer (excluding punitive damages prayers). 5 The purpose of this requirement is to have representatives present who can settle the case 6 during the course of the conference without consulting a superior. 7 Counsel for a United States government entity may be excused from this 8 requirement so long as the government attorney who attends the MSC conference (1) has 9 primary responsibility for handling the case, and (2) may negotiate settlement offers which 10 the attorney is willing to recommend to the government official having ultimate settlement 11 authority. 12 Failure to attend the MSC or obtain proper excuse will be considered grounds 13 for sanctions. 14 4. No later than 21 days before the MSC, the parties shall exchange formal 15 settlement proposals, as required by § III.A. of Judge Burkhardt’s Civil Chambers Rules. 16 No later than 14 days before the MSC, the parties shall meet and confer in person or 17 telephonically, as required by § III.B. of Judge Burkhardt’s Civil Chambers Rules. 18 5. No later than January 13, 2025, counsel (and any unrepresented parties) shall 19 lodge confidential MSC statements with Judge Burkhardt’s chambers via e-mail at 20 efile_Burkhardt@casd.uscourts.gov. The parties’ MSC statements shall comply with § 21 III.C. of Judge Burkhardt’s Civil Chambers Rules. 22 6. All pretrial motions must be filed by the above date. In this context, the term 23 “pretrial motions” includes summary-judgment motions, Daubert motions, and all other 24 motions before trial, other than motions in limine. Before filing any pretrial motion, 25 movant’s counsel must contact the appropriate judge’s chambers for a hearing date. 26 /// 27 /// 28 /// 1 7. For the Final Pretrial Conference Order, the parties must meet and confer and 2 prepare a proposed order containing each category in Civil Local Rule 16.1.f.6, plus: 3 a. Exhibits: Each exhibit that will be offered in a redacted form must be 4 presented as set out in Judge Schopler’s chambers rules. Any dispute concerning 5 redactions should be filed as a separate motion in limine. 6 b. Pretrial-Disclosure Objections: Counsel must note any objections to 7 any other party’s pretrial disclosures. See Fed. R. Civ. P. 26(a)(3). 8 c. Jury Instructions and Verdict Forms: As Appendix 1, the parties 9 must propose a set of jury instructions and verdict forms. In a summary chart, the 10 parties must identify and set out the basis of any disputes. 11 d. Voir Dire Questions: As Appendix 2, the parties must propose voir 12 dire questions. As with proposed jury instructions, the parties must identify each 13 dispute and its basis in a summary chart. 14 8. Plaintiff’s counsel is responsible for preparing the first draft of the proposed 15 pretrial order and arranging the meetings of counsel under Civil Local Rule 16.1.f. All 16 counsel must cooperate in the preparation of the proposed pretrial order, and opposing 17 counsel must communicate promptly with plaintiff’s counsel about any objections to form 18 or content. The parties should consult the Magistrate Judge to work through any problems 19 in preparing that order. 20 9. For the proposed pretrial order, the Court prefers trial exhibits to be jointly 21 listed in a table format, including columns for exhibit numbers/letters, description of 22 exhibits, whether there are objections to the exhibits, and grounds for objections. The joint 23 table must also include a column for whether the exhibits are likely to be used or may be 24 used. Alternatively, the parties may submit two separate joint tables, one for exhibits likely 25 to be used and one for exhibits that may be used. 26 10. The proposed pretrial order, including objections to any other party’s 27 Rule 26(a)(3) pretrial disclosures, must be lodged at efile_schopler@casd.uscourts.gov. 28 11. The parties must file all motions in limine at least 21 days before the 1 || Final Pretrial Conference. Responses are due 7 days before the Final Pretrial Conference. 2 || At the Final Pretrial Conference, the Court will hear all motions in limine and entertain any 3 || questions about the conduct of the trial. 4 12. The Final Pretrial Conference will take place in Courtroom 5C of the Schwartz 5 Courthouse, 221 W. Broadway, San Diego, California 92101. 6 13. After any verdict, a party may request—or the Court may order—a post-trial 7 judicial settlement conference. 8 14.‘ The provisions of this Order will not be modified except by court order upon 9 ||a showing of good cause. 10 15. _Plaintiff’s counsel must serve a copy of this Order on all parties who enter this 11 || case hereafter. 12 IT IS SO ORDERED. 13 Dated: September 3, 2024 - pb bende n. Jill L. Burkhardt 15 ited States Magistrate Judge 16 17 18 19 20 21 22 23 24 25 26 27 28
1 Mandatory Directions for Zoom Video Conference Participation 2 1. The Court will use its official ZoomGov video conferencing account to hold 3 the MSC. IF YOU ARE UNFAMILIAR WITH ZOOM: Zoom is available on 4 computers through a download on the Zoom website (https://zoom.us/meetings) or on 5 mobile devices through the installation of a free app.4 Joining a Zoom conference does not 6 require creating a Zoom account, but it does require downloading the .exe file (if using a 7 computer) or the app (if using a mobile device). Participants are encouraged to create an 8 account, install Zoom and familiarize themselves with Zoom in advance of the MSC.5 9 There is a cost-free option for creating a Zoom account. 10 2. Prior to the start of the MSC, the Court will e-mail each MSC participant an 11 invitation to join a Zoom video conference. Again, if possible, participants are encouraged 12 to use laptops or desktop computers for the video conference, as mobile devices often offer 13 inferior performance. Because Zoom may quickly deplete the battery of a participant’s 14 device, each participant should ensure that her or his device is plugged in or that a charging 15 cable is readily available during the video conference. Participants shall join the video 16 conference by following the ZoomGov Meeting hyperlink in the invitation. Participants 17 who do not have Zoom already installed on their device when they click on the 18 ZoomGov Meeting hyperlink will be prompted to download and install Zoom before 19 proceeding. Zoom may then prompt participants to enter the password included in the 20 invitation. All participants will be placed in a waiting room until the MSC begins. 21 3. Each participant should plan to join the Zoom video conference at least 22 5 minutes before the start of the MSC to ensure that the MSC begins on time. 23 4. Zoom’s functionalities will allow the Court to conduct the MSC as it 24 ordinarily would conduct an in-person MSC. That is, the Court will begin the MSC with 25
26 4 If possible, participants are encouraged to use laptops or desktop computers for the 27 video conference, as mobile devices often offer inferior performance. 5 For help getting started with Zoom, visit: https://support.zoom.us/hc/en- 28 1 all participants joined together in a main session. After an initial discussion in the main 2 session, the Court will divide participants into separate, confidential sessions, which Zoom 3 calls Breakout Rooms.6 In a Breakout Room, the Court will be able to communicate with 4 participants from a single party in confidence. Breakout Rooms will also allow parties and 5 counsel to communicate confidentially without the Court. 6 5. As previously stated, MSCs are confidential court proceedings. All attendees 7 must participate from a private and stable location where no individual who is not a party, 8 a party representative, or an attorney for a party can overhear the proceedings. All 9 attendees must be prepared to devote their full attention to the MSC as if they were 10 attending in person. This means that attendees must clear their schedules of all conflicts 11 for the entire period of the MSC.7 Attendees may not participate from a moving car or a 12 public space. 13 6. All participants are expected to display the same level of professionalism and 14 civility as they would at an in-person court proceeding. See CivLR 2.1; J. Burkhardt’s Civ. 15 Chambers R. § I. 16 17 18
23 24 25 26 27 6 For more information on what to expect when participating in a Zoom Breakout Room, visit: https://support.zoom.us/hc/en-us/articles/115005769646 28 7