Number range CHAPTER **IN THE UNITED STATES DISTRICT COURT**

**FOR THE WESTERN DISTRICT OF OKLAHOMA**

)

Plaintiff, )

v\. ) Case No. \_\_\_\_\_\_\_\_\_\_\_\_\_

)

)

Defendant. )

**[JOINT STATUS REPORT AND DISCOVERY PLAN]{.underline}**

Date of Conference: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Appearing for Plaintiff:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Appearing for Defendant:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**Jury Trial Demanded □ - Non-Jury Trial □**

1\. **[BRIEF PRELIMINARY STATEMENT]{.underline}**. State
[briefly]{.underline} and in ordinary language the facts and positions
of the parties to inform the judge of the general nature of the case.

2\. **[JURISDICTION]{.underline}**. The basis on which the jurisdiction
of the Court is invoked and any presently known objections.

3\. **[STIPULATED FACTS]{.underline}**. List stipulations as to all
facts that are not disputed or reasonably disputable, including
jurisdictional facts.

4\. **[CONTENTIONS AND CLAIMS FOR DAMAGES OR OTHER RELIEF
SOUGHT]{.underline}**.

a\. [Plaintiff]{.underline}:

b\. [Defendant]{.underline}:

5\. **[APPLICABILITY OF FED. R. CIV. P. 5.1 AND
COMPLIANCE]{.underline}**.

> Do any of the claims or defenses draw into question the
> constitutionality of a federal or state statute where notice is
> required under 28 U.S.C. § 2403 or Fed. R. Civ. P. 5.1?

□ Yes □ No

6\. **[MOTIONS PENDING AND/OR ANTICIPATED]{.underline}** (include date
of filing, relief requested, and date responsive brief to be filed).

7\. **[COMPLIANCE WITH RULE 26(a)(1)]{.underline}**. Have the initial
disclosures required by Fed. R. Civ. P. 26(a)(1) been made? □ Yes □ No

If "no," by what date will they be made?
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

8\. **[PLAN FOR DISCOVERY]{.underline}**.

A. The discovery planning conference (Fed. R. Civ. P. 26(f)) was held on
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

B. The parties anticipate that discovery should be completed within
\_\_\_\_\_ months.

C. In the event ADR is ordered or agreed to, what is the minimum amount
of time necessary to complete necessary discovery prior to the ADR
session? \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

D. Have the parties discussed issues relating to disclosure or discovery
of electronically stored information, including the form or forms in
which it should be produced, as required by Fed. R. Civ. P. 26(f)(3)?

> □ Yes □ No

E. Have the parties discussed issues relating to claims of privilege or
of protection as trial-preparation material, as required by Fed. R. Civ.
P. 26(f)(4)?

□ Yes □ No

F. Identify any other discovery issues which should be addressed at the
scheduling conference, including any subjects of discovery, limitations
on discovery, protective orders needed, or other elements (Fed. R. Civ.
P. 26(f)) which should be included in a particularized discovery plan.

9\. **[ESTIMATED TRIAL TIME]{.underline}**: \_\_\_\_\_\_\_\_\_\_\_\_\_\_

10\. **[BIFURCATION REQUESTED]{.underline}**: □ Yes □ No

11\. **[POSSIBILITY OF SETTLEMENT]{.underline}**: □ Good □ Fair □ Poor

12\. **[SETTLEMENT AND ADR PROCEDURES]{.underline}**:

A. Compliance with LCvR 16.3(c) - ADR discussion: □ Yes □ No

B. The parties request that this case be referred to the following ADR
process:

□ Mediation

□ Judicial Settlement Conference

> □ Other
> \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

□ None - the parties do not request ADR at this time.

13\. [Parties consent to trial by Magistrate Judge]{.underline}? □ Yes □
No

14\. [Type of Scheduling Order Requested]{.underline}. □ Standard - □
Specialized (If a specialized scheduling order is requested, counsel
should include a statement of reasons and proposal.)

Submitted this \_\_\_\_\_\_ day of \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

> \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Counsel for Plaintiff

> \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Counsel for Defendant