Opinion
1:22-cv-09312-JGLC
01-30-2024
CIVIL CASE MANAGEMENT PLAN AND SCHEDULING ORDER
JESSICA G. L. CLARKE, UNITED STATES DISTRICT JUDGE:
This Civil Case Management Plan and Scheduling Order is submitted by the parties in accordance with Fed.R.Civ.P. 26(f)(3).
1. All parties [consent/ [ ] do not consent [✓]]to conducting all further proceedings before a United States Magistrate Judge, including motions and trial. 28 U.S.C. § 636(c). The parties are free to withhold consent without any adverse substantive consequences. [If all parties consent, the remaining paragraphs need not be completed at this time. Instead, within three days of submitting this Case Management Plan and Scheduling Order, the parties shall submit to the Court a fully executed Notice, Consent, and Reference of a Civil Action to a Magistrate Judge, available at https://nysd.uscourts.gov/sites/default/files/2018-06/AO-3.pdf. ]
2. The parties [have [✓] / have not[ ]] conferred pursuant to Fed.R.Civ.P. 26(f).
3. Settlement discussions [have [✓]/ have not [ ]] taken place.
a. Counsel for the parties have discussed an informal exchange of information in aid of early settlement and have agreed to exchange the following information within days/weeks: Not applicable ___
b. Counsel for the parties believe the following alternative dispute resolution mechanisms may be helpful in resolving this case (check all that apply):
[ ] Immediate referral to the District's Mediation Program
[ ] Immediate referral to a Magistrate Judge
[ ] Referral to the District's Mediation Program after the close of fact discovery
[ ] Referral to a Magistrate Judge after the close of fact discovery
[ ] Retention of a private mediator
[ ] Other c. The use of any alternative dispute resolution mechanism does not stay or modify any date in this order.
4. [If an action in which subject matter jurisdiction is founded on diversity of citizenship pursuant to 28 U.S.C. § 1332. ] The party asserting the existence of such jurisdiction [has [ ]/ has not [ ]] filed a letter explaining the basis for the party's belief that diversity of citizenship exists. If the party has not yet filed this letter, the party will do so at least three days before the Initial Pretrial Conference.
5. Initial disclosures pursuant to Fed.R.Civ.P. 26(a)(1) shall be completed no later than 9/5/2023. [Absent exceptional circumstances, a date not more than 14 days following the Initial Pretrial Conference.]
6. Unless a party amends a pleading as a matter of course pursuant to Fed.R.Civ.P. 15(a)(1), amended pleadings may not be filed and additional parties may not be joined except with leave of the Court. Any motion for leave to amend or join additional parties shall be filed no later than 09/21/2033. [Absent exceptional circumstances, a date not more than 30 days following the date of this Order. Any motion to amend or to join additional parties filed after the deadline in this paragraph will be subject to the “good cause” standard in Fed.R.Civ.P. 16(b)(4) rather than the more lenient standards of Fed.R.Civ.P. 15 and 21.]
7. [If applicable] The plaintiff(s) shall provide HIPAA-compliant medical records release authorizations to the defendant(s) no later than 9/21/2023.
8. Fact Discovery
a. All fact discovery shall be completed no later than 04/15/2024. [a period not to exceed 120 days from the date of this Order, unless approved by the Court due to exceptional circumstances.]
b. Initial requests for production of documents pursuant to Fed.R.Civ.P. 34 shall be served no later than 9/21/2023. [Absent exceptional circumstances, a date not more than 30 days following the Initial Pretrial Conference.]
c. Interrogatories pursuant to Fed.R.Civ.P. 33 shall be served no later than 9/21/2023. [Absent exceptional circumstances, a date not more than 30 days following the Initial Pretrial Conference.]
d. Requests to admit pursuant to Fed.R.Civ.P. 36 shall be served no later than 9/21/2023. [Absent exceptional circumstances, a date not more than 30 days following the Initial Pretrial Conference.]
e. Depositions pursuant to Fed.R.Civ.P. 30 and 31 shall be completed by the date set forth in paragraph 8(a).
f. Any of the deadlines in paragraphs 8(b)-(e) may be extended by the written consent of all parties without application to the Court, provided that all fact discovery is completed by the date set forth in paragraph 8(a).
9. [If applicable] Expert Discovery
a. Anticipated types of experts: No experts anticipated at this time, but parties reserve the right to disclose experts based on information learned in discovery
b. All expert discovery, including expert reports and depositions, shall be completed no later than 5/2120:4. [Absent exceptional circumstances, a date no later than 45 days from the end of fact discovery deadline set forth in paragraph 8(a).]
c. Plaintiff's expert disclosures pursuant to Fed.R.Civ.P. 26(a)(2) shall be made no later than 10/20/2023.
d. Defendant's expert disclosures pursuant to Fed.R.Civ.P. 26(a)(2) shall be made no later than 4/15/2024.
e. The interim deadlines in paragraphs 9(c)-(d) may be extended by the written consent of all parties without application to the Court, provided that expert discovery is completed by the date set forth in paragraph 9(b).
10. Any proposed order or stipulation regarding electronically stored information shall be filed within 30 days of the date of this Order.
11. Any discovery disputes shall be addressed according to Section 5(1) of the Court's Individual Rules and Practices in Civil Cases.
12 [Redacted]
13. Unless otherwise ordered by the Court, within 30 days of the close of all discovery, or, if a dispositive motion has been filed, within 30 days of a decision on such motion, the parties shall submit to the Court for its approval a Joint Pretrial Order prepared in accordance with the Court's Individual Trial Rules and Procedures and Fed.R.Civ.P. 26(a)(3).
14. The parties shall be ready for trial as of two weeks following the deadline for the proposed Joint Pretrial Order, even if trial is tentatively scheduled for a later date.
15. The case [is [✓] / is not[ ]] to be tried to a jury.
16. Counsel for the parties have conferred and their best estimate of the length of trial is 2 days .
17. Other issues to be addressed at the Initial Case Management Conference, including those set forth in Fed.R.Civ.P. 26(f)(3), are set forth below:
18. Counsel for the Parties:
Sarah Heaton Concannon and Danielle Lazarus
Steven M. Frederick and Zachary J. Phillipps
Quinn Emanuel Urquhart & Sullivan, LLP
Wofsey, Rosen, Kweskin & Kuriansky, LLP
51 Madison Avenue, NY, NY 10010
600 Summer Street, Stamford, CT 06901
19. The next case management conference is scheduled for May 28, 2024 at 12:00 p.m. . [To be completed by the Court.]
20. This Order may not be modified or the dates herein extended, except as provided in paragraphs 8(f) and 9(e) or by further Order of the Court for good cause shown. Any application to modify or extend the dates herein, except as provided in paragraphs 8(f) and 9(e), shall be made in a written application in accordance with the Court's Individual Rules and Practices and shall be made no fewer than two business days prior to the expiration of the date sought to be extended. The Court grants the parties' extension request at ECF No. 44. For the reasons stated on the record, Plaintiff's motion to compel at ECF No. 42 is DENIED without prejudice. The case management conference previously scheduled for March 11, 2024 is adjourned to May 28, 2024 at 12:00 p.m. The parties shall submit a joint status letter by May 21, 2024. The Clerk of Court is respectfully directed to terminate the motions at ECF Nos. 42 and 44.
SO ORDERED.