Free Proposed Pretrial Order - District Court of Colorado - Colorado

Case 1:01-cv-02324-JLK-MEH

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IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLORADO Judge John L. Kane Civil Action No. 01-cv-2324-JLK-MEH CHARLES T. GREEN, PHILLIP R. WENTLAND and MARILYN BREITHAUPT, Plaintiffs, vs. SEARS, ROEBUCK & CO., a New York corporation, Defendant. PLAINTIFFS' PROPOSED EXHIBIT LIST 1. 2. E&M Factory Communication Guide 0200-0321 Unit Closing/Reorganization forms Master List, Discovery responses 0384385 3. 4. Denver GRC/DRC Announcement, Sears' Discovery Responses 0202 Requesting a reorganization incentive package, Sears Discovery Responses 0302 and 0321 5. 6. 7. Human Resource Guide Sears/Green 01753-01901 Leadership Skills, Sears/Green 03108-3130 1/31/02 Ltr from D. Friesen to W. Martinez and C. Clexton re operative facts w/attached stipulations (Brooks Depo 5 and SJ resp exh 58) 8. 3/15/02 Email from D. Friesen to C. Clexton and others re stipulations on

Case 1:01-cv-02324-JLK-MEH

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OWBPA issue (Brooks Depo 4) 9. 10. 11. Home Services RI Request-Blank Sears'Discovery Responses 0321 Chart, Sears/Green 05817-05818 (SJ resp exh 60) Def. Response to Plaintiff's First Set 4/22/02 ( Plnt brief in support of plnt mot for SJ Exh J; Brooks Depo 10, Exh 2 plnt combined response re cross motion) 12. 4/26/02 Letter from D. GRC/ re supplement to discovery responses and proposed stipulation (SJ resp exh 59; Brooks Depo 11) 13. 5/14/02 Ltr from D. Friesen to G. Clexton and W. Martinez re discovery (Brooks Depo 2, Exh 9 plnt combined response re cross motion) (Plnt brief in support of plnt mot for SJ Exh P) 14. 5/16/02 Ltr. from A. Bettencourt to Clexton and W. Martinez and attachments (Brooks Depo 25, Plnt brief in support SJ Exh Q) 5/16/02 Letter re charts with birthdates (Plnt brief in support of plnt mot for SJ Exh R) 15. Sears' Older Workers Benefit Protection Act Notice (Plnt brief in support of plnt mot for SJ Exh N) 16. Sears' Older Workers Benefit Protection Act Notice (Plnt brief in support of plnt mot for SJ Exh O) 17. Defendant's Proposed Stipulated Facts for Cross Motion (Plnt brief in support of plnt mot for SJ Exh Q)

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18.

Notice to Associates re Offered Closed Unit (Exh 2 plnt combined response re cross motion)

19.

Notice to Associates who are Offered Closed Unit and attachments (Starry Carter exhibit, handwritten exhibit sticker B, several pages no bates number plus Sears' Discovery Responses 0330-0333)

20.

Defendant's Response to Request for Admission (Exh 4 plnt combined response re cross motion)

21. 22.

Hourly Associate Data, Discovery response 0001-18 Ltrs. from K. Fanning from January through April 2000 to District 8181 0337-349

23. 24.

Older Worker's Protection Act Notice (Brooks Depo 45) Associate Interview form for Breithaupt, Sears Discovery Response 00510058

25.

General Release and Waiver Agreement for Breithaupt dated 3/2/00, Sears' Discovery Responses 0503-505

26.

Partial Revised Older Worker's Protection Act Notice Sears Discovery Response 0517-520

27.

Handwritten note dated 2/17/00 from A. Sykes, M.D., addressed to "To Whom it May Concern" Sears/Green 0963

28.

Closed Unit/Reorganization package, Full-Time Hourly Associates, Sears Discovery Response 0350-383

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29.

General Release and Waiver Agreement for Green dated 3/30/00, Sears' Discovery Responses 00500-502

30. 31. 32.

Associate Interview Form for Green, Sears' Discovery Responses 0025-33 Partial Revised Older Worker's Protection Act Notice (Green Depo 19) General Release and Waiver Agreement for Wentland dated 3/2/00, Sears' Discovery Responses

33. 34.

Associate Interview form for Wentland, 0034-0042 General Release and Waiver Agreement 4/17/00 Sears Discovery Responses 00497-499

35. 36.

Associate Interview form for McReynolds, 0043-0050 Reorganization Position Descriptions, Sears' Discovery Response 03860496

37.

Closed Unit/Reorganization Package Full-Time Hourly Associates, Sears' Discovery Responses 0350-0383

38. 39.

Denver GRC/DRC Internal Interviewing Schedule 0194 11-15-99 Email to all 8181 Associates from Frank Mufic, Sears' Discovery Response 0199

40.

Denver GRC/DRC announcement Q&A, Sears' Discovery Responses 0196

41. 42.

Hourly associate report Sears Discovery Responses 0001-24 Employee lists 05251-05252

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43. 44. 45. 46. 47.

Associate Data Chart with job codes and titles, Sears/Green. 05240-05249 Affidavit of S. Brooks in support of SJ motion 7/11/02 (SJ resp exh 46) Affidavit of S. Brooks in support of SJ motion 2005 Handwritten note titled 1999 Ship Absences, Sears/Green 05250 Chart with ratings, pay status, etc, without Handwritten NotesSears/Green 05251-05252

48. 49. 50. 51.

Chart with ratings, pay, etc. with Handwritten Notes, Sears/Green 05252 Timecard associates and salaries, Sears/Green 05257 Home Service RI Request, Sears' Discovery Responses 0326-0336 Associate Interview Form and General Release and Waiver Agreement for Corwin Pierson, Sears/Green 05218­5219

52.

1999 Year-End Performance Appraisal Summary, Sears/Green 05226-5232

53. 54. 55. 56. 57.

Sears' Motion for Summary Judgment, 2002 Sears' Motion for Summary Judgment, 2005 All written discovery responses produced by Sears Affidavit of Curtis McReynolds 9/15/00 (SJ resp exh 49) Declaration of McReynolds 7/9/2002 ( Plnt brief in support of plnt mot for SJ Exh H)

58.

Wentland charge dated 8/15/00, Green charge dated 8/15/00 bates numbers 00198-199, Breithaupt charge dated 8/15/00 ( Plnt brief in support of plnt

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mot for SJ Exh L) SJ response exh 38 59. McReynolds charge dated 8/15/00, ( Plnt brief in support of plnt mot for SJ Exh L) SJ response exh 38 60. 61. Jack Stear EEOC documents, 04638-04730 Sears' Statements to EEOC concerning Plaintiffs Green, Wentland and Breithaupt ( Plnt brief in support of plnt mot for SJ Exh I) SJ resp exh 29, 19, 22) 62. Sears response to EEOC to request for information, Sears/Green 0190601912, Sears Discovery Responses 0384) 63. 64. 65. 66. 67. 68. 69. EEOC Right-Sue-Letters for Plaintiffs Green, Breithaupt and Wentland. Respondents Position Statement for Curtis McReynolds Performance Review for Charlie Green, 02663 Performance review for Charlie Green, no date, Sears/Green 1575-1576 Green performance review, no date, Sears Discovery Response 0554-0559 Green certificate for Typewriter Training Course (SJ resp exh 50) Individual Status and Request, Applicant Response form for Charles Green and Position Descriptions, 000015, 16, 35-38 70. 71. 72. 73. Applicant Response Forms for Green and Others (Green Depo 17) Handwritten notes Sears/Green 01593 Sears Technician Folder, Green Sears/Green 01574-1580 1/25/00 Charles Green Interview Assessment Form, Sears/Green 01582

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74. 75.

1/25/00 Parts leadership skills assessment for Green, Sears/Green 01584 1-25-00 Technician and Specialist Interview Assessment Form, Sears' Discovery Responses 0539

76. 77.

Interview Guide #1 for Line Specialists, 0542-544 Technician and Specialist Technician Interview Assessment Form for Green dated 1-25-00, Sears/Green 01581-1593

78. 79.

Josie Padilla's file (04184-197) 1/25/00 Interview assessment for Josie Padilla signed by S. Currier, Sears/Green 04185

80.

1/25/00 Interview assessment for Josie Padilla signed by B. Garcia, Sears/Green 04185-4186

81.

Electrical and Mechanical Shop Associates Leadership Skills Interview #1 Assessment form for Josie Padilla, Sears/Green 04184-3197 Resume for Josie Padilla, Sears/Green 04191

82.

Team Leader and Team Technician Interview Assessment Form for Josie Padilla, dated 1-25-00, Sears/Green 04186-4188, 4196-4197

83.

One page of questionnaire re: Padilla's Interview Responses, Sears/Green 04189

84.

Technician and Specialist Technician Interview Assessment Form for Carol Dobbins dated 1-24-00, Sears/Green 04362-4382

85.

Carol Dobbins Technician & Specialist Interview Assessment Form 1-24-

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00 Sears/Green 04241 86. Technician and Specialist Technician Interview Assessment Form for Craig Slabodnik dated 1-25-00, Sears/Green 04273 87. Electrical and Mechanical Shop Associates Leadership Skills Interview E2 Assessment form for Craig Slabodik, 1-25-00, Sears/Green 04272 88. 89. Randy Shieshita information Sears/Green 04216-4226 Line Support Associate Leadership skills interview Guide #3 assessment Rosie Perez 1-26 Sears/Green 03625 90. 91. 92. 93. Medical records of Charlie Green Financial records of Charlie Green Job search documents for Charlie Green 452-466 Administer Workforce (US) Use Employee Review for P. Wentland, Sears/Green 02103 (Figueroa Depo 1)Sears/Green 01011 94. Plan Salaries Use Employee Review for R. Schley Sears/Green 0376203766 95. 96. 97. 98. 99. 100. Plan Salaries Use Employee Review for G. Land Sears/Green 03574-3575 Applicant Response Form, Sears/Green 0967 GRC Shop Set-Up (Wentland Depo 14) Handwritten doctor's note (Wentland Depo 15) 2/17/00 note from Patricia Flood at Kaiser re Wentland, Sears/Green 0975 1/27/00 Wentland Electrical & Mechanical Shop Interview Assessment,

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Sears' Discovery Responses 0560 101. 1/27/00 Wentland Team Leader Assessment, Sears Discovery Response 0561 102. Electrical and Mechanical Shop Associates Leadership Skills Interview #1 Assessment form for Phil Wentland, 1-27-00, Sears' Discovery Responses 0562 103. Electrical and Mechanical Shop Associates Leadership Skills Interview #1 Assessment Form for Richard Schley , 1-25-00, Sears/Green 03736 104. Team Leader and Team Technician Interview Assessment Form for Richard Schley dated 1-25-00, Sears/Green 03737 and Sears/Green 1582 105. 106. 107. 108. 109. Financial records of Phil Wentland Job search documents of Phil Wentland Awards for Breithaupt (SJ resp exh 55) Applicant Response Form, Sears' Discovery Responses 0574-0575 Hand drawing by the witness of a circuit board for a television (Breithaupt Depo 5) 110. 111. Parts Team Associate Leadership Skills 0573-0582 Technician & Specialist Technician Interview Assessment Form for Breithaupt 1-27-00 (Savard Depo 8) 112. Savard's Interview Notes Re: Breithaupt, Sears' Discovery Responses 0572-582

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113.

Recommended Standards for Experienced Electronics Service Technicians, Sears/Green 03180

114. 115.

Application for employment for J. Blankenship, Sears/Green 03175-3176 2-21 Electrical and Mechanical Shop Associates Leadership Skills Interview #1 for Blankenship, Sears'Green 03186

116.

2-28-00 Line Support Associate Leadership Skills Interview Guide #3 form for J. Blankenship, Sears/Green 03193

117.

1/11/00 Applicant response form for Gunther Beckmann, Sears/Green 03058-3065

118.

Electrical and Mechanical Shop Associates Leaadership Skills Interview #3 Assessment Form for Frank Weinzapfel, 1-27-00, Sears/Green 03938

119.

Team Leader and Team Technician Interview Assessment Form for Alden Lindekugel, Sears/Green 04257

120.

Associate Interview form for McReynolds Sears Discovery Responses 00043-50

121. 122. 123. 124.

Financial records of Marilyn Breithaupt Job search records of Marilyn Breithaupt 000654 Deposition of Josie Padilla (SJ resp exh 1) Deposition of Stephanie Brooks (SJ resp exh 2) Deposition of Brooks 5/32/02 ( Plnt brief in support of plnt mot for SJ Exh K) including Brooks Exh1-28)

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125. 126. 127. 128. 129. 130. 131. 132. 133. 134. 135. 136. 137. 138. 139.

Deposition of Daniel Perry (SJ resp exh 3) Deposition of Charles Green (SJ resp exh 4) Deposition of Phillip Wentland (SJ resp exh 5) Deposition of Nancy Savard (SJ resp exh 6) Deposition of Robert Michael Garcia (SJ resp exh 7) Deposition of Ron Medford (SJ resp exh 8) Deposition of Charles Nash (SJ resp exh 9) Deposition of Kelly Fanning (SJ resp exh 10) Deposition of Curtis McReynolds Deposition of Marilyn Breithaupt (SJ resp exh 12) Deposition of Raymond Figueroa (SJ resp exh 18) Deposition of Stephanie Brooks (SJ resp exh 24) Deposition of Frank Mufic (SJ resp exh 31) Deposition of Craig Peterson (SJ resp exh 47) Plaintiff's designation of expert witness, preliminary report and CV (Lillydahl Depo 1)

140. 141. 142. 143. 144.

Supplemented Expert Report 11/15/04 Business week, figures of the week (Lillydahl Depo 5) Green preliminary lost pay (Lillydahl Depo 6) Income for 2004 Green (Lillydahl Depo 7) Survey: Workers Expect 50-50 raises (Lillydahl Depo 8)

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145. 146. 147. 148. 149. 150. 151. 152. 153. 154. 155. 156. 157. 158. 159. 160. 161. 162. 163. 164. 165.

Benefits at a Glance (Lillydahl Depo 9) Appendix: Caveats Denver Metro Region JVS Report (Lillydahl Depo 10) Occupational Outlook 4/1/05 (Lillydahl Depo 11) Summary report for 1st line supervisors/managers (Lillydahl Depo 12) 2/05 unemployment statistics (Lillydahl Depo 13) 3/31/05 Colorado Labor Force Developments 2/05 (Lillydahl Depo 14) Job outlook 3/3/05 (Lillydahl Depo 15) Notes re Home appliance repairs (Lillydahl Depo 16) Charts, summaries and timelines Amended Notice of Deposition of Rule 30(b)(6) Witness (Brooks Depo 1) Personnel file for Marilyn Breithaupt 02425-02542 Personnel file Charles Green 02543-02682 Personnel file for Phillip Wentland 02683-02988 Personnel File for Virginia Ballou (04090 - 4100) Personnel file for Dean Kristopher, Sears/Green 03224-3263 Personnel file for Dave Bunten 04103-04121 Personnel file for George Lang 03527-03589 Personnel File for Raymond Ayearst Sears/Green 02989-03020 Personnel File for Gunther Bechman Sears/Green 03021-03173 Personnel File for James Blankenship Sears/Green 03174-03223 Personnel File for Richard Forbes sears/Green 03264-03301

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166. 167. 168. 169. 170. 171. 172. 173. 174. 175. 176. 177. 178. 179. 180. 181. 182. 183. 184. 185. 186.

Personnel File for Biran Hedke Sears/Green 03302-03330 Personnel File for Stan Kossman Sears/Green 03331-03526 Personnel File for Richard Schley Sears/Green 03645-03812 Personnel File for Walter Shetskie Sears/Green 03813-03882 Personnel File for Nathan Trosper Sears/Green 03883-03922 Personnel File for Ray Vigil Sears/Green 03923-03934 Personnel File for Frank Weinzappel Sears/Green 03935-04089 Personnel File for Alexey Chernish Sears/Green 04122-04131 Personnel File for Robin Currie Sears/Green 04132-04140 Personnel File for Michael Feagins Sears/Green 04143-04153 Personnel File for Steven Gonzales Sears/Green 04154-04163 Personnel File for McKinley Hines Sears/Green 04164-04173 Personnel File for Ismet Medmedagic Sears/Green 04174-04183 Personnel File for Josie Padilla Sears/Green 04184-04197 Personnel File for Wanda Reavis Sears/Green 04198-04213 Personnel File for Randy Shioshita Sears/Green 04126-04226 Personnel File for James Teyema Sears/Green 04227-04235 Personnel File for Froilan Torres Sears/Green 04236-04238 Personnel File for Martin Vallejo Sears/Green 04239-04255 Personnel File for Alden Lindergel Sears/Green 04256-04270 Personnel File for Jack Stear Sears/Green 04286-04361

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187. 188. 189. 190. 191. 192. 193. 194. 195. 196. 197. 198. 199. 200. 201. 202. 203. 204. 205. 206. 207.

Personnel File for Carol Dobbins Sears/Green 04362-04382 Personnel File for Tommy Barney Sears/Green 04390-04400 Personnel File for Kevin Bartsch Sears/Green 04401-04408 Personnel File for Jeffrey Davis Sears/Green 04417-04427 Personnel File for Anthony Delisi Sears/Green 04430-04441 Personnel File for John Esquibel Sears/Green 04445-04451 Personnel File for Scott Evans Sears/Green 04452-04458 Personnel File for Neal Gilliana Sears/Green 04464-04467 Personnel File for James Hirning, Jr. Sears/Green 04471-04477 Personnel File for Stephen Hurt Sears/Green 04482-04490 Personnel File for Mike Jasper Sears/Green 04492-04496 Personnel File for John Karahalios Sears/Green 00498-04511 Personnel File for Jesse Kennedy Sears/Green 04512-04523 Personnel File for Nicholas Mayes Sears/Green 04531-04544 Personnel File for Chad Morse Sears/Green 04546-04555 Personnel File for Gary Parrish Sears/Green 04558-04565 Personnel File for Gary Stephenson Sears/Green 04573-04585 Personnel File for Aldo Tamayo Sears/Green 04592-04595 Personnel File for Vernie Thomas Sears/Green 04596-04604 Personnel File for Svetlozar Tolev Sears/Green 04605-4610 Personnel File for Ivan Weisbrod Sears/Green 04613-04618

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208. 209. 210. 211. 212. 213. 214. 215.

Personnel File for Yisang Wo Sears/Green 04619-04624 Personnel File for Simon Yang Sears/Green 04625-04637 Any exhibit listed by Defendant Any exhibit necessary for impeachment Any exhibit necessary for rebuttal Any exhibit listed by Defendant Any exhibit necessary for impeachment Any exhibit necessary for rebuttal