Free Rule 26(f) Report of Parties - Ohio

THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF OHIO EASTERN DIVISION : : : : : : : : :

__________________________________, Plaintiff(s) vs.

Case No. ________________________ District Judge: ___________________ Magistrate Judge: _________________ RULE 26(f) REPORT OF PARTIES (to be files no fewer than seven (7) days prior to the Rule 16 Conference)

__________________________________ Defendant(s)

1. Pursuant to F.R. Civ.P. 26(f), a meeting was held on _________________ and was attended by:

_________________________, counsel for plaintiff(s) ______________________________ _________________________, counsel for plaintiff(s) ______________________________ _________________________, counsel for defendant(s) _____________________________ _________________________, counsel for defendant(s) _____________________________
2. Consent to Magistrate Judge. 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). 3. Initial Disclosures. The parties: ___ have exchanged the initial disclosures required by Rule 26(a)(1); ___ will exchange such disclosures by ______________________ ___ are exempt from such disclosures under Rule 26(a)(1)(E). ___ have agreed not to make initial disclosures. 4. Jurisdiction and Venue a. Describe any contested issues relating to: (1) subject matter jurisdiction, (2) personal jurisdiction and/or (3) venue: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

b. Describe the discovery, if any, that will be necessary to the resolution of issues relating to jurisdiction and venue: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ c. Recommended date for filing motions addressing jurisdiction and/or venue:

______________________________________________________________________________

5. Amendments to Pleading and/or Joinder of Parties a. Recommended date for filing motion/stipulation to amend the pleadings or to add additional parties: ________________ b. If class action, recommended date for filing motion to certify the class: ____________

6. Recommended Discovery Plan a. Describe the subjects on which discovery is to be sought and the nature and extent of discovery that each party will need: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ b. What changes should be made, if any, in the limitations on discovery imposed by the Federal Rules of Civil Procedure or the local rules of this Court? ______________________________________________________________________________ ______________________________________________________________________________ c. 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: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

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d. The case presents the following issues relating to claims of privilege or of protection as trial preparation materials: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ i. 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. e. Indentify the discovery, if any, that can be deferred pending settlement discussion and/or resolution of potentially dispositive motions: ______________________________________________________________________________ ______________________________________________________________________________ f. The parties recommend that discovery should proceed in phases, as follows:

______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ g. Describe the areas in which expert testimony is excepted and indicate whether each expert will be specially retained within the meaning of F.R.Civ.P.26(a)(2): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ i. Recommended date for making primary expert designations:

________________________________________________________________________ ii. Recommended date for making rebuttal expert designations:

________________________________________________________________________

h.

Recommended discovery completion date: ____________________________________
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7. Dispositive Motion(s) a. Recommended date for filing dispositive motions: ______________________________ 8. Settlement Discussions a. Has a settlement demand been made? ______________ A response? _______________ b. Date by which a settlement demand can be made: _______________________________ c. Date by which a response can be made: _______________________________________ 9. Settlement Week Referral The earliest Settlement Week referral reasonably likely to be productive is the ___ March 20___ ___ June 20___ ___ September 20___ ___ December 20___ Settlement Week Settlement Week Settlement Week Settlement Week

10. Other matters for the attention of the Court: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Signatures: Attorney(s) for Plaintiff(s): ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________
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Attorney(s) for Defendant(s): ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________