UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA JACKSONVILLE DIVISION , Plaintiff, v. Case No. , Defendant. _____________________________________/ CASE MANAGEMENT REPORT 1. Meeting of Parties: Pursuant to Local Rule 3.05(c)(2)(B) or (c)(3)(A), a telephone or in-person conference was held on ____________________ (date) at ____________ (time) between: Name Counsel for (if applicable) 2. Initial Disclosures: The parties (check one) [__] have exchanged [__] agree to exchange information described in Fed. R. Civ. P. 26(a)(1) (A) - (D) on or by ____________________ (date). Below is a detailed description of information disclosed or scheduled for disclosure: 3. Discovery Plan - Plaintiff(s): The parties jointly propose the following Plaintiff's discovery plan: a. Every discovery effort Plaintiff plans to pursue is described below. The description of each discovery effort will be listed under the appropriate heading below and will include the subject matter of the discovery and the time during which the discovery will be pursued: (1) Requests for Admission: Revised 6/09 HLA American LegalNet, Inc. www.FormsWorkFlow.com Number of Requests for Admission: Parties may seek to limit the number of Plaintiff's requests for admission in accordance with Fed. R. Civ. P. 26(b)(2). Any such request must be made in paragraph 6 below and approved by the court. (2) Written Interrogatories: Number of Interrogatories: Local Rule 3.03(a) provides "[u]nless otherwise permitted by the Court for cause shown, no party shall serve upon any other party, at one time or cumulatively, more than twenty-five (25) written interrogatories pursuant to Rule 33, Fed.R.Civ.P., including all parts and subparts." Any request by Plaintiff to exceed this limit must be made in paragraph 6 below and approved by the court. (3) Requests for Production or Inspection: (4) Oral Depositions: Number of Depositions: Local Rule 3.02(b) provides, "[i]n accordance with Fed. R. Civ. P. 30(a)(2)(A) and 31(a)(2)(A), no more than ten depositions per side may be taken in any case unless otherwise ordered by the Court." Any request by Plaintiff to exceed this limit must be made in paragraph 6 below and approved by the court. Time Permitted for Each Deposition: Each deposition is limited to one day of seven hours in accordance with Fed. R. Civ. P. 30(d)(2) unless extended by agreement of the parties or order of Court. The parties stipulate/request a court order to extend the time to take the deposition of the following individuals: Name Proposed length of Deposition Grounds Revised 6/09 HLA American LegalNet, Inc. www.FormsWorkFlow.com b. Disclosure of Expert Testimony: Parties stipulate, in accordance with Fed. R. Civ. P. 26(a)(2)(C), that Plaintiff's Fed. R. Civ. P. 26(a)(2) disclosure will be due as noted here: c. Supplementation of Disclosures and Responses: Parties agree that Plaintiff's supplementation under Fed. R. Civ. P. 26(e) will be provided at the following times: d. Completion of Discovery: Plaintiff will commence all discovery in time for it to be completed on or before ____________________ (date). 4. Discovery Plan - Defendant(s): The parties jointly propose the following Defendant's discovery plan: a. Every discovery effort Defendant plans to pursue is described below. The description of each discovery effort will be listed under the appropriate heading below and will include the subject matter of the discovery and the time during which the discovery will be pursued: (1) Requests for Admission: Number of Requests for Admission: Parties may seek to limit the number of Defendant's requests for admission in accordance with Fed. R. Civ. P. 26(b)(2). Any such request must be made in paragraph 6 below and approved by the court. (2) Written Interrogatories: Revised 6/09 HLA American LegalNet, Inc. www.FormsWorkFlow.com Number of Interrogatories: Local Rule 3.03(a) provides "[u]nless otherwise permitted by the Court for cause shown, no party shall serve upon any other party, at one time or cumulatively, more than twenty-five (25) written interrogatories pursuant to Rule 33, Fed.R.Civ.P., including all parts and subparts." Any request by Defendant to exceed this limit must be made in paragraph 6 below and approved by the court. (3) Requests for Production or Inspection: (4) Oral Depositions: Number of Depositions: Local Rule 3.02(b) provides, "[i]n accordance with Fed. R. Civ. P. 30(a)(2)(A) and 31(a)(2)(A), no more than ten depositions per side may be taken in any case unless otherwise ordered by the Court." Any request by Defendant to exceed this limit must be made in paragraph 6 below and approved by the court. Time Permitted for Each Deposition: Each deposition is limited to one day of seven hours in accordance with Fed. R. Civ. P. 30(d)(2) unless extended by agreement of the parties or order of Court. The parties stipulate/request a court order to extend the time to take the deposition of the following individuals: Name Proposed length of Deposition Grounds Revised 6/09 HLA American LegalNet, Inc. www.FormsWorkFlow.com b. Disclosure of Expert Testimony: Parties stipulate, in accordance with Fed. R. Civ. P. 26(a)(2)(C), that Defendant's Fed. R. Civ. P. 26(a)(2) disclosure will be due as noted here: c. Supplementation of Disclosures and Responses: Parties agree that Defendant's supplementation under Fed. R. Civ. P. 26(e) will be provided at the following times: d. Completion of Discovery: Defendant will commence all discovery in time for it to be completed on or before ____________________ (date). 5. Joint Discovery Plan - Other Matters: Parties agree on the following other matters relating to discovery (e.g., handling of confidential information, assertion of privileges, whether discovery should be conducted in phases or be limited to or focused upon particular issues): 6. Disagreement or Unresolved Issues Concerning Discovery Matters: Any disagreement or unresolved issue will not excuse the establishment of discovery completion dates. The parties are unable to agree as to the following issues concerning discovery: 7. Third Party Claims, Joinder of Parties, Potentially Dispositive Motions: Parties agree that the final date for filing motions for leave to file third party claims, motions to join parties, motions for summary judgment, and all other potentially dispositive motions should be ____________________. (Note time limit in Local Rule 4.03.) 8. Settlement and Alternative Dispute Resolution: Pursuant to Local Rule 3.05(c)(2)(C)(v), the parties submit the following statement concerning their intent regarding Alternative Dispute Resolution: Parties agree that settlement is (check one) [__] likely [__] unlikely. Parties agree to consent to binding arbitration pursuant to Local Rules 8.02(a)(3) and (check one) [__] yes [__] no [__] likely to agree in future 8.05(b). Parties agree to participate in court annexed mediation as detailed in Chapter Nine of the Court’s Local Rules. (check one) [__] yes [__] no [__] likely to agree in future Revised 6/09 HLA American LegalNet, Inc. www.FormsWorkFlow.com If yes, the order of referral described in Local Rule 9.04 should be entered by the Court on ____________________ (date) designating ___________________________________ (name) to serve as mediator. If binding arbitration is not agreed to, the Court may order nonbinding arbitration pursuant to Chapter Eight of the Local Rules, mediation pursuant to Chapter Nine of the Local Rules, or both. 9. Consent to Magistrate Judge Jurisdiction: The parties agree to consent to the jurisdiction of the United States Magistrate Judge for final disposition, including trial. See 28 U.S.C. § 636. (check one) [__] yes [__] no [__] likely to agree in future 10. Preliminary Pretrial Conference: Local Rule 3.05(c)(3)(B) provides that preliminary pretrial conferences are mandatory in Track Three cases. Track Two cases: Parties (check one [__] request [__] do not request a preliminary pretrial conference before entry of a Case Management and Scheduling Order in this Track Two case. Unresolved issues to be addressed at such a conference include: 11. Final Pretrial Conference and Trial: Parties agree that they will be ready for a final pretrial conference on or after ____________________ (date) and for trial on or after ____________________ (date). This Jury Non-Jury trial is expected to take approximately _____ hours. 12. Pretrial Disclosures and Final Pretrial Procedures: Parties acknowledge that they are aware of and will comply with pretrial disclosures requirements in Fed. R. Civ. P. 26(a)(3) and final pretrial procedures requirements in Local Rule 3.06. 13. Other Matters (if any): Date: Signature of Counsel (with information required by Local Rule 1.05(d)) and Signature of Unrepresented Parties Revised 6/09 HLA American LegalNet, Inc. www.FormsWorkFlow.com AO 85 (Rev. 01/09) Notice, Consent and Reference of a Civil Action to a Magistrate Judge UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA JACKSONVILLE DIVISION v. Case No. NOTICE, CONSENT, AND REFERENCE OF A CIVIL ACTION TO A MAGISTRATE JUDGE Notice of a magistrate judge's availability. A United States magistrate judge of this court is available to conduct all proceedings in this civil action (including a jury or nonjury trial) and to order the entry of a final judgment. The judgment may then be appealed directly to the United States court of appeals like any other judgment of this court. A magistrate judge may exercise this authority only if all parties voluntarily consent. You may consent to have your case referred to a magistrate judge, or you may withhold your consent without adverse substantive consequences. The name of any party withholding consent will not be revealed to any judge who may otherwise be involved with your case, Consent to a magistrate judge's authority. The following parties consent to have a United States magistrate judge conduct all proceedings in this case including trial, the entry of final judgment, and all post-trial proceedings. Parties' printed names Signatures of parties or attorneys Dates __________________________________ ______________________________ __________________ __________________________________ ______________________________ __________________ __________________________________ ______________________________ __________________ __________________________________ ______________________________ __________________ REFERENCE ORDER IT IS ORDERED that this case be referred to a UNITED STATES MAGISTRATE JUDGE for all further proceedings and order the entry of a final judgment in accordance with 28 U.S.C. 636(c), Fed. R. Civ. P. 73. ___________________________________ DATE NOTE: ________________________________________ UNITED STATES DISTRICT JUDGE RETURN THIS FORM TO THE CLERK OF THE COURT ONLY IF YOU ARE CONSENTING TO THE EXERCISE OF JURISDICTION BY A UNITED STATES MAGISTRATE JUDGE. DO NOT RETURN THIS FORM TO A JUDGE. American LegalNet, Inc. www.FormsWorkFlow.com