IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF OHIO WESTERN DIVISION AT DAYTON _________________________________ Plaintiff(s), : Case No. : District Judge ___________________ Magistrate Judge _________________ vs. _________________________________ Defendant(s). : : : RULE 26(f) REPORT OF PARTIES (to be filed not later than seven (7) days prior to the preliminary pretrial conference) 1. Pursuant to Fed. R. Civ. P. 26(f), a meeting was held on ____________________, and was attended by: _______________________________, counsel for plaintiff(s) ___________________________ _______________________________, counsel for plaintiff(s) ___________________________ _______________________________, counsel for plaintiff(s) ___________________________ _______________________________, counsel for defendant(s) __________________________ _______________________________, counsel for defendant(s) __________________________ _______________________________, counsel for defendant(s) __________________________ _______________________________, counsel for defendant(s) __________________________ American LegalNet, Inc. www.FormsWorkFlow.com 2. The parties: ____ have provided the pre-discovery disclosures required by Fed. R. Civ. P. 26(a)(1), including a medical package (if applicable). ____ will exchange such disclosures by _____________________________________. ____ are exempt from disclosure under Fed. R. Civ. P. 26(a)(1)(E). 3. The parties: ____ unanimously consent to the jurisdiction of the United States Magistrate Judge pursuant to 28 U.S.C. § 636(c). ____ do not unanimously consent to the jurisdiction of the United States Magistrate Judge pursuant to 28 U.S.C. § 636 (c). ____ unanimously give contingent consent to the jurisdiction of the United States Magistrate Judge pursuant to 28 U.S.C. § 636(c), for trial purposes only, in the event that the assigned District Judge is unavailable on the date set for trial (e.g., because of other trial settings, civil or criminal). 4. Recommended cut-off date for filing of motions directed to the pleadings: ________________________________________________________________ 5. Recommended cut-off date for filing any motion to amend the pleadings and/or to add additional parties: ______________________________________________ 6. Recommended discovery plan: a. Describe the subjects on which discovery is to be sought and the nature, extent and scope of discovery that each party needs to: (1) make a settlement evaluation, (2) prepare for case dispositive motions and (3) prepare for trial: ________________________________________________________________ ________________________________________________________________ American LegalNet, Inc. www.FormsWorkFlow.com ________________________________________________________________ ________________________________________________________________ b. What changes should be made, if any, in the limitations on discovery imposed under the Federal Rules of Civil Procedure or the local rules of this Court, including the limitations to 25 interrogatories/requests for admissions and the limitation of 10 depositions, each lasting no more than one day consisting of seven (7) hours? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ c. Additional recommended limitations on discovery: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ d. Recommended date for disclosure of lay witnesses. ________________________________________________________________ e. Describe the areas in which expert testimony is expected and indicate whether each expert has been or will be specifically retained within the meaning of Fed. R. American LegalNet, Inc. www.FormsWorkFlow.com Civ. P. 26(a)(2). ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ f. Recommended date for making primary expert designations: ________________________________________________________________ g. Recommended date for making rebuttal expert designations: ________________________________________________________________ h. The parties have electronically stored information in the following formats: ______________________________________________________________ ______________________________________________________________ The case presents the following issues relating to disclosure or discovery of electronically stored information, including the form or forms in which it should be produced: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ American LegalNet, Inc. www.FormsWorkFlow.com i. The case presents the following issues relating to claims of privilege or of protection as trial preparation materials: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Have the parties agreed on a procedure to assert such claims AFTER production? ______ No ______ Yes ______ Yes, and the parties ask that the Court include their agreement in an order. j. Recommended discovery cut-off date: _______________________________ 6. Recommended dispositive motion date: ________________________________ 7. Recommended date for status conference (if any): ________________________ 8. Suggestions as to type and timing of efforts at Alternative Dispute Resolution: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 9. Recommended date for a final pretrial conference: _______________________ American LegalNet, Inc. www.FormsWorkFlow.com 10. Has a settlement demand been made? __________ A resp