Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_07-cv-03097/USCOURTS-cand-3_07-cv-03097-0/pdf.json

Nature of Suit Code: 830
Nature of Suit: Patent
Cause of Action: 28:1338 Trademark Infringement

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UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

CHARCOAL COMPANION

INCORPORATED,

Plaintiff,

v.

NATIONAL BROOM COMPANY OF

CALIFORNIA, INC., et. al,

Defendant(s).

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No. C07-3097 BZ

ORDER SCHEDULING 

JURY TRIAL AND

PRETRIAL MATTERS

Following the Case Management Conference, IT IS HEREBY

ORDERED that the Case Management Statement is adopted, except

as expressly modified by this Order. It is further ORDERED

that:

1. DATES

Trial Date: Monday, 9/8/2008, 5 days

Pretrial Conference: Tuesday, 8/19/2008, 4:00 p.m.

Last Day to Hear Dispositive Motions: Wednesday, 7/16/2008

Last Day for Expert Discovery: Friday, 6/18/2008

Last Day for Expert Disclosure: Friday, 5/30/2008

Close of Non-expert Discovery: Friday, 5/1/2008

Case 3:07-cv-03097-BZ Document 16 Filed 10/03/07 Page 1 of 11
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 As stipulated to by the parties at the case management

conference, plaintiff shall file an amended complaint naming

the appropriate Kohl’s entity for liability by no later than

October 17, 2007. Defense counsel agreed to accept service of

the amended complaint on behalf of his client.

2. DISCLOSURE AND DISCOVERY

The parties are reminded that a failure to voluntarily

disclose information pursuant to Federal Rule of Civil

Procedure 26(a) or to supplement disclosures or discovery

responses pursuant to Rule 26(e) may result in exclusionary

sanctions. Thirty days prior to the close of non-expert

discovery, lead counsel for each party shall serve and file a

certification that all supplementation has been completed.

In the event a discovery dispute arises, lead counsel for

each party shall meet in person or, if counsel are outside the

Bay Area, by telephone and make a good faith effort to resolve

their dispute. Exchanging letters or telephone messages about

the dispute is insufficient. The Court does not read

subsequent positioning letters; parties shall instead make a

contemporaneous record of their meeting using a tape recorder

or a court reporter.

 In the event they cannot resolve their dispute, the

parties must participate in a telephone conference with the

Court before filing any discovery motions or other papers. 

The party seeking discovery shall request a conference in a

letter served on all parties not exceeding two pages (with no

attachments) which briefly explains the nature of the action

and the issues in dispute. Other parties shall reply in

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similar fashion within two days of receiving the letter

requesting the conference. The Court will contact the parties

to schedule the conference.

3. MOTIONS

Consult Civil Local Rules 7-1 through 7-5 and this

Court’s standing orders regarding motion practice. Motions

for summary judgment shall be accompanied by a statement of

the material facts not in dispute supported by citations to

admissible evidence. The parties shall file a joint statement

of undisputed facts where possible. If the parties are unable

to reach complete agreement after meeting and conferring, they

shall file a joint statement of the undisputed facts about

which they do agree. Any party may then file a separate

statement of the additional facts that the party contends are

undisputed. A party who without substantial justification

contends that a fact is in dispute is subject to sanctions. 

A Chambers copy of all briefs shall be submitted on a

diskette formatted in WordPerfect 6.1, 8, 9, 10 or 13

(Windows), or may be e-mailed to the following address:

bzpo@cand.uscourts.gov. 

4. SETTLEMENT

This case has been referred for assignment to a

Magistrate Judge to conduct a settlement conference in

November or December 2007, or as soon thereafter as possible.

Counsel will be contacted by that judge's chambers with a date

and time for the conference. 

5. PRETRIAL CONFERENCE

Not less than thirty days prior to the date of the

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pretrial conference, the parties shall meet and take all steps

necessary to fulfill the requirements of this Order.

Not less than twenty days prior to the pretrial

conference, the parties shall: (1) serve and file a joint

pretrial statement, containing the information listed in

Attachment 1, and a proposed pretrial order; (2) serve and

file trial briefs, Daubert motions, motions in limine,

proposed findings of fact and conclusions of law, and

statements designating excerpts from discovery that will be

offered at trial (specifying the witness and page and line

references); (3) exchange exhibits, agree on and number a

joint set of exhibits and number separately those exhibits to

which the parties cannot agree; (4) deliver all marked trial

exhibits directly to the courtroom clerk, Ms. Scott; (5)

deliver one extra set of all marked exhibits directly to

Chambers; and (6) submit all exhibits in three-ring binders. 

Each exhibit shall be marked with an exhibit label as

contained in Attachment 2. The exhibits shall also be

separated with correctly marked side tabs so that they are

easy to find.

No party shall be permitted to call any witness or offer

any exhibit in its case in chief that is not disclosed at

pretrial, without leave of Court and for good cause.

Lead trial counsel for each party shall meet and confer

in an effort to resolve all disputes regarding anticipated

testimony, witnesses and exhibits. All Daubert motions,

motions in limine, and objections will be heard at the

pretrial conference. Not less than ten days prior to the

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pretrial conference, the parties shall serve and file any

objections to witnesses or exhibits or to the qualifications

of an expert witness. Daubert motions and motion in limine

shall be filed and served not less than twenty days prior to

the conference. Oppositions shall be filed and served not

less than ten days prior to the conference. There shall be no

replies.

Not less than twenty days prior to the pretrial

conference the parties shall serve and file requested voir

dire questions, jury instructions, and forms of verdict. The

following jury instructions from the Manual of Model Civil

Jury Instructions for the Ninth Circuit (1997 ed.) will be

given absent objection: 1.1C, 1.2, 1.6-1.14, 1.18, 1.19, 2.11,

3.1-3.3. Do not submit a copy of these instructions. Counsel

shall submit a joint set of case specific instructions. Any

instructions on which the parties cannot agree may be

submitted separately. The Ninth Circuit Manual should be used

where possible. Each requested instruction shall be typed in

full on a separate page with citations to the authority upon

which it is based. Proposed jury instructions taken from the

Ninth Circuit Manual need only contain a citation to that

source. Any modifications made to proposed instructions taken

from a manual of model instructions must be clearly indicated. 

In addition, all proposed jury instructions should conform to

the format of the Example Jury Instruction attached to this

Order. Not less than ten days prior to the pretrial

conference, the parties shall serve and file any objections to

separately proposed jury instructions.

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Jury instructions that the Court has given in prior cases

may be downloaded from the Northern District website at 

http:\\www.cand.uscourts.gov. (Instructions are located on

the "Judge Information" page for Magistrate Judge Zimmerman.) 

The Court will generally give the same instructions in cases

involving similar claims unless a party establishes, with

supporting authorities, that the instruction is no longer

correct or that a different instruction should be given. CACI

instructions generally will be given instead of BAJI

instructions.

All proposed jury instructions, Daubert motions, motions

in limine, forms of verdict and trial briefs shall be

accompanied by a floppy diskette containing a copy of the

document formatted in WordPerfect 6.1, 8, 9, 10 or 13

(Windows), or may be e-mailed to the following address:

bzpo@cand.uscourts.gov. 

At the time of filing the original with the Clerk's

Office, two copies of all documents (but only one copy of the

exhibits) shall be delivered directly to Chambers (Room 15-

6688). Chambers’ copies of all pretrial documents shall be

three-hole punched at the side, suitable for insertion into

standard, three-ring binders.

Dated: October 3, 2007

Bernard Zimmerman 

 United States Magistrate Judge

G:\BZALL\-BZCASES\CHARCOAL COMPANION\Order Scheduling Jury Trial.wpd

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EXAMPLE PROPOSED JURY INSTRUCTION

For Chambers of Magistrate Judge Zimmerman

A proposed jury instruction should contain the following

elements in the following order: (1) the name of the

party submitting the instruction; (2) the title of the

instruction; (3) the text of the instruction; (4) the

authority for the instruction; (5) blank boxes for the

Court to note whether it gives the instruction, refuses

to give it, or gives it as modified. The following

proposed instruction contains these elements.

________’s Proposed Instruction No. _____.

(Party)

[Title]

[Text]

[Authority]

 GIVEN REFUSED GIVEN AS MODIFIED

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8

ATTACHMENT 1

The parties shall file a joint pretrial conference

statement containing the following information:

 (1) The Action.

 (A) Substance of the Action. A

brief description of the

substance of claims and

defenses which remain to be

decided.

 (B) Relief Prayed. A detailed

statement of each party's

position on the relief

claimed, particularly

itemizing all elements of

damages claimed as well as

witnesses, documents or

other evidentiary material

to be presented concerning

the amount of those

damages.

 (2) The Factual Basis of the Action.

 (A) Undisputed Facts. A plain

and concise statement of

all relevant facts not

reasonably disputable, as

well as which facts parties

will stipulate for

incorporation into the

trial record without the

necessity of supporting

testimony or exhibits.

 (B) Disputed Factual Issues. A

plain and concise statement

of all disputed factual

issues which remain to be

decided.

 (C) Agreed Statement. A

statement assessing whether

all or part of the action

may be presented upon an

agreed statement of facts.

 (D) Stipulations. A statement

of stipulations requested

or proposed for pretrial or

trial purposes.

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 (3) Trial Preparation.

A brief description of the efforts the parties have

made to resolve disputes over anticipated testimony,

exhibits and witnesses.

 (A) Witnesses to be Called. In

lieu of FRCP 26(a)(3)(A), a

list of all witnesses

likely to be called at

trial, other than solely

for impeachment or

rebuttal, together with a

brief statement following

each name describing the

substance of the testimony

to be given.

 (B) Estimate of Trial Time. An

estimate of the number of

court days needed for the

presentation of each

party's case, indicating

possible reductions in time

through proposed

stipulations, agreed

statements of facts, or

expedited means of

presenting testimony and

exhibits.

 (C) Use of Discovery Responses.

In lieu of FRCP

26(a)(3)(B), cite possible

presentation at trial of

evidence, other than solely

for impeachment or

rebuttal, through use of

excerpts from depositions,

from interrogatory answers,

or from responses to

requests for admission. 

Counsel shall state any

objections to use of these

materials and that counsel

has conferred respecting

such objections.

 (D) Further Discovery or

Motions. A statement of all

remaining motions,

including motions in

limine.

 (4) Trial Alternatives and Options.

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 (A) Settlement Discussion. A

statement summarizing the

status of settlement

negotiations and indicating

whether further

negotiations are likely to

be productive.

 (B) Amendments, Dismissals. A

statement of requested or

proposed amendments to

pleadings or dismissals of

parties, claims or

defenses.

 (C) Bifurcation, Separate Trial

of Issues. A statement of

whether bifurcation or a

separate trial of specific

issues is feasible and

desired.

 (5) Miscellaneous.

Any other subjects relevant to the trial of the

action, or material to its just, speedy and inexpensive

determination.

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ATTACHMENT 2

USDC USDC

Case No. CV07-03097 BZ Case No. CV07-03097 BZ 

JOINT Exhibit No. JOINT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV07-03097 BZ Case No. CV07-03097 BZ 

JOINT Exhibit No. JOINT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV07-03097 BZ Case No. CV07-03097 BZ 

PLNTF Exhibit No. PLNTF Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV07-03097 BZ Case No. CV07-03097 BZ 

PLNTF Exhibit No. PLNTF Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV07-03097 BZ Case No. CV07-03097 BZ 

DEFT Exhibit No. DEFT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV07-03097 BZ Case No. CV07-03097 BZ 

DEFT Exhibit No. DEFT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

Case 3:07-cv-03097-BZ Document 16 Filed 10/03/07 Page 11 of 11