1 2 3 4 5 In re: 6 7 8 9 10 Plaintiff(s), 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ORDER TO CONFER ON INITIAL DISCLOSURES AND SETTING DEADLINES This order shall not be effective if this proceeding is exempted by Fed.R.Civ.P. 26(a)(1)(E) as incorporated by Fed.R.Bankr.P. 7026 from the requirement that the parties make the initial disclosures required by Rule 26(a). Nor shall Defendant(s). vs. Debtor(s). ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) UNITED STATES BANKRUPTCY COURT EASTERN DISTRICT OF CALIFORNIA Case No. Adv. No. this order be effective if this proceeding seeks (1) to recover a debt of no more than $15,000.00, excluding interest, attorneys' fees, and costs; or (2) to except from discharge pursuant to 11 U.S.C. § 523(a) a debt of no more than $15,000.00, excluding interest, attorneys' fees, and costs. The Discovery Conference. At least 21 calendar days before the status conference scheduled in the original summons, the parties shall meet and confer at a "Discovery EDC 6-793 (12/1/00) (Page 1 of 3) American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Conference". No party shall initiate or conduct any discovery prior to the Discovery Conference. Settlement. At the Discovery Conference, the parties shall consider the nature and basis of their claims and defenses and the possibility of an early settlement. Initial Disclosures. At the Discovery Conference the parties shall arrange to make the "initial disclosures" required by Rule 26(a). Within 14 calendar days after the Discovery Conference, each party shall make these initial disclosures to all other parties. These initial disclosures shall include, without limitation, the following: (A) the identities of all potential witnesses, including expert witnesses; (B) all documents and other tangible things relevant to the allegations of the pleadings including written reports of expert witnesses; (C) information concerning damages asserted or denied; and (D) copies of relevant insurance policies. All disclosures shall be in writing, signed by the party or his or her attorney, and served on all other parties. Discovery Plan. Unless exempted by Rule 26(a)(1)(E) or by this order from making initial disclosures required by Rule 26(a), at the Discovery Conference, the parties shall also develop a written discovery plan signed by all parties or their counsel, that reflects the parties' views and proposals concerning: (A) what changes, if any, should be made in the timing, EDC 6-793 (12/1/00) (Page 2 of 3) American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 form, or requirements of the initial disclosures; (B) the timing, subject matter, and limitations, if any, of discovery to be conducted after the initial disclosures; and (C) the subject of any orders that the court should enter under Fed.R.Bankr.P. 7016(b) and (c) and 7026(a)(1)(E). Any objection to making the initial disclosures shall be raised at the Discovery Conference and shall be included in the discovery plan. The court will rule on any such The discovery plan shall objections at the status conference. be filed within 14 calendar days after the Discovery Conference. The summons, complaint, and this order shall be served by the plaintiff within 10 days of the date of this order. A return or proof of service shall be filed within 5 days after service. SO ORDERED. Dated: FOR THE COURT Richard G. Heltzel, Clerk I certify that a copy of this Order was returned to the plaintiff at the time the original summons was issued. Dated: Deputy Clerk EDC 6-793 (12/1/00) (Page 3 of 3) American LegalNet, Inc. www.FormsWorkflow.com