Attorneys for Plaintiff


Attorneys for Defendant


UNITED STATES DISTRICT COURT

MIDDLE DISTRICT OF PENNSYLVANIA


 
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CASE NO.
 
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JUDGE ___________________________
 
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JOINT CASE MANAGEMENT PLAN

         Instructions: In many cases there will be more parties in the action than there are spaces provided in this form. Each party shall provide all requested information. If the space on this form is not sufficient, the form should be retyped or additional pages attached.

         No party may submit a separate Case Management Plan. Disagreements among parties with respect to any of the matters below shall set be set forth in the appropriate section.

         Having complied with the meet and confer requirements set forth in the LOCAL RULES, or with any orders specifically modifying their application in the above-captioned matter, the parties hereby submit the following Joint Case Management Plan.

(Revised 4/97)

1. Principal Issues

   1.10 Separately for each party, please give a statement summarizing this case:

      By plaintiff(s):

      By defendant(s):

      The principal factual issues that the parties

      dispute are:

      1.11

      1.12

      1.13

      agree upon are:

      1.20

      1.21

      1.22

   1.30 The principal legal issues that the parties

      dispute are:

      1.31

      1.32

      1.33

      agree upon are:

      1.40

      1.41

      1.42

   1.50 Identify any unresolved issues as to service of process, personal jurisdiction, subject matter jurisdiction, or venue:

   1.60 Identify any named parties that have not yet been served:

   1.70 Identify any additional parties that:

      plaintiff(s) intends to join:

      defendant(s) intends to join:

   1.80 Identify any additional claims that:

      plaintiff(s) intends to add:

      defendant(s) intends to add:

   2.0 Alternative Dispute Resolution ("ADR")

            2.10 Identify any ADR procedure to which this case already has been assigned or which the parties have agreed to use.

                        ADR procedure ______________________________________________

                        Date ADR to be commenced ___________________________

                        Date ADR to be completed ___________________________

      2.20 If the parties have been unable to agree on an ADR procedure, but one or more parties believes that the case is appropriate for such a procedure, identify the party or parties that recommend ADR and the specific ADR process recommended:

       2.30 If all parties share the view that no ADR procedure should be used in this case, set forth the basis for that view:

3.0 Consent to Jurisdiction by a Magistrate Judge

            Indicate whether all parties agree, pursuant to 28 U.S.C. § 636(c)(1), to have a magistrate judge preside as the judge of the case with appeal lying to the United States Court of Appeals for the Third Circuit:

            All parties agree to jurisdiction by a magistrate judge of this court: ______ Y    ______ N.

            If parties agree to proceed before a magistrate judge, please indicate below which location is desired for the proceedings:

                                    ___ Scranton

                                    ___ Wilkes-Barre

                                    ___ Harrisburg

4.0 Disclosures

      4.100 Separately for each party, list by name and title/position each person whose identity has been disclosed.

            4.101 Disclosed by: _________________________

Name
Title/Position
4.102 ____________________      _________________________
4.103 ____________________      _________________________
4.104 ____________________      _________________________
4.105 ____________________      _________________________

            4.151 Disclosed by: _________________________

Name
Title/Position
4.152 ____________________      _________________________
4.153 ____________________      _________________________
4.154 ____________________      _________________________
4.155 ____________________      _________________________


            4.200 Separately for each party, describe by categories the documents that have been disclosed or produced through formal discovery, indicating which categories relate (even if not exclusively) to damages:

            4.201 Categories of documents disclosed by _________________________:

                  4.202 _________________________________________________

                  4.203 _________________________________________________

                  4.204 _________________________________________________

                  4.205 _________________________________________________

            4.251 Categories of documents disclosed by _________________________:

                  4.252 _________________________________________________

                  4.253 _________________________________________________

                  4.254 _________________________________________________

                  4.255 _________________________________________________

            4.300 Additional Documents Disclosures: Separately for each party, describe each additional category of documents that will be disclosed without imposing on other counsel the burden of serving a formal request for production of documents:

            4.301 Additional categories of documents ________________________________ will disclose:
                                                                                                      (party)

             4.302 __________________________________________________

             4.303 __________________________________________________

             4.304 __________________________________________________

             4.351 Additional categories of documents _____________________________ will disclose:
                                                                                                (party)

             4.352 ___________________________________________________

             4.353 ___________________________________________________

             4.354 ___________________________________________________

             4.400 Separately for each party who claims an entitlement to damages or an offset, set forth the computation of the damages or of the offset:

             4.401 plaintiff's calculation of damages:

             4.402 defendant's calculation of offset:

             4.403 counter claimant/third party claimant's calculation of damages:

5.0 Motions

                  Identify any motion(s) whose early resolution would likely have a significant effect either on the scope of discovery or other aspects of the litigation:

            Nature of Motion                                Moving Party                                Anticipated Filing Date













6.0 Discovery

      6.100 Briefly describe any discovery that has been completed or is in progress:

                        By plaintiff(s):



                        By defendant(s):



            6.200 Describe any discovery that all parties agree should be conducted, indicating for each discovery undertaking its purpose or what kinds of information will be developed through it (e.g., "plaintiff will depose Mr. Jones, defendant's controller, to learn what defendant's revenue recognition policies were and how they were applied to the kinds of contracts in this case"):



            6.300 Describe any discovery that one or more parties want(s) to conduct but to which another party objects, indicating for each such discovery undertaking its purpose or what kinds of information would be developed through it:



            6.400 Identify any subject area limitations on discovery that one or more parties would like imposed, at the first stage of or throughout the litigation:



            6.500 For each of the following discovery tools, recommend the per-party or per-side limitation (specify a number) that should be fixed, subject to later modification by stipulation or court order on an appropriate showing (where the parties cannot agree, set forth separately the limits recommended by plaintiff(s) and by defendant(s)):

            6.501 depositions (excluding experts) to be taken by:

                               plaintiff(s):____________________        defendant(s):_____________________

            6.502 interrogatories to be served by:

                               plaintiff(s):____________________        defendant(s):_____________________

            6.503 document production requests to be served by:

                               plaintiff(s):____________________        defendant(s):_____________________

            6.504 requests for admission to be served by:

                               plaintiff(s):____________________        defendant(s): ____________________

            6.600 All discovery commenced in time to be completed by:_________________________

            6.700 Reports from retained experts due:

                               from plaintiff(s) by _______________

                               from defendant(s) by _______________

            6.800 Supplementations due _______________

7.0 Protective Order

            7.1 If entry of a protective order is sought, attach to this statement a copy of the proposed order.

            7.2 If there is a dispute about whether a protective order should be entered, or about certain terms of the proposed order, briefly summarize each party's position below:

8.0 Certification of Settlement Authority (All Parties Shall Complete the Certification)

            I hereby certify that the following individual(s) have settlement authority.

                  ______________________________
                  Name

                  ______________________________
                  Title

                  ______________________________

                  ______________________________
                  Address

                   (_____) _____ - ________ Daytime Telephone



                  ______________________________
                  Name

                  ______________________________
                  Title

                  ______________________________

                  ______________________________
                  Address

                  (_____) _____ - ________ Daytime Telephone

9.0 Scheduling

            9.1 This case may be appropriate for trial in approximately:

                   __________ 240 Days from the filing of the action in this court

                   __________ 365 Days from the filing of the action in this court

                   _______________ Days from the filing of the action in this court



            9.2 Suggested Date for Trial:

                   __________ (month/year)



            9.3 Suggested Date for the final Pretrial Conference:

                   __________ (month/year)



            9.4 Final date for joining additional parties:

                   ________________________ Plaintiff(s)

                   ________________________ Defendants(s)



            9.5 Final date for amending pleadings:

                   ________________________ Plaintiff(s)

                   ________________________ Defendants(s)



            9.6 All potentially dispositive motions should be filed by:

                   ________________________



10.0 Other Matters

Make any other suggestions for the case development process, settlement, or trial that may be useful or necessary to the efficient and just resolution of the dispute.













11.0 Identification of Lead Counsel

Identify by name, address, and telephone number lead counsel for each party







            Dated: _______________              ____________________________________
                                                                  Attorney for Plaintiff(s)







            Dated: _______________              ____________________________________
                                                                  Attorneys for Defendant(s)