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Initial Status Conference

Initial Status Conference


Upon assignment of a case by consent or referral to Magistrate Judge Rowland, an initial status conference will be set by minute order except in Social Security cases. The parties need not file a written status report unless requested by the Court.

At the initial status conference, the Court may set discovery schedules, briefing schedules, or other deadlines and procedures. Accordingly, the lead trial counsel for each party, or an attorney with substantial familiarity with and responsibility for the case, shall appear at the initial status conference and be prepared to discuss all aspects of the case. To the extent consistent with the scope of the consent or referral, the parties should be prepared to discuss the following subjects:

I.          The Nature of the Case

A.        The basis for federal jurisdiction.

B.        Whether all necessary parties have been named and served.

C.        The general nature of the claims asserted in the complaint and any counterclaims, and the major contested legal and factual issues.

D.        The relief sought by plaintiff.

E.         Whether a jury trial is requested, the probable length of trial, and the earliest date when the case will be ready for trial.

II.        Pending Motions and Case Plan

            A.        Identify the nature of any pending or anticipated motions.

            B.        Submit a proposed discovery plan, including:

1.         The type of discovery needed to engage in meaningful settlement negotiations;

2.         Date for Rule 26(a)(1) disclosures;

3.         Date to issue written discovery;

4.         Fact discovery completion date;

5.         Expert discovery completion date, including dates for serving expert reports; and

6.         Date for filing dispositive motions.

C.        Discuss the anticipated scope, if any, of electronic stored information (ESI) in the case and the potential methodologies for identifying ESI for production. Submit the parties’ agreements regarding ESI and any areas of disagreement.

III.       Settlement Discussions

A.        Describe whether any settlement discussions have occurred and the status of the discussions.

B.        Indicate whether the parties believe a settlement conference would be productive.

Note: The court does not control nor can it guarantee the accuracy, relevance, timeliness, or completeness of this information. Neither is it intended to endorse any view expressed nor reflect its importance by inclusion in this site.