Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-casd-3_16-cv-02902/USCOURTS-casd-3_16-cv-02902-3/pdf.json

Nature of Suit Code: 820
Nature of Suit: Copyright
Cause of Action: 17:0101 Copyright Infringement (definitions)

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UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF CALIFORNIA

ERIC GOTTESMAN,

Plaintiff,

v.

CARLOS SANTANA et al.,

Defendants.

Case No.: 16-cv-2902 JLS (JLB)

ORDER: (1) GRANTING IN PART 

AND DENYING IN PART JOINT 

MOTION; AND (2) ISSUING 

AMENDED SCHEDULING ORDER 

REGULATING DISCOVERY 

AND OTHER PRE-TRIAL 

PROCEEDINGS

[ECF Nos. 162 & 189]

Before the Court is the parties’ Joint Motion for Modification of the Scheduling 

Order and Continuance of the Pre-Trial and Trial Dates. (ECF No. 189.) Good cause 

appearing in support of a limited modification of the schedule, IT IS HEREBY 

ORDERED that the motion is GRANTED IN PART AND DENIED IN PART 1as 

follows: 

1. Any motion to join other parties, to amend the pleadings, or to file additional 

pleadings was due by July 31, 2017.

 

1 The Joint Motion is denied to the extent that the Joint Motion requests extensions of deadlines that are 

not hereby ordered by the Court.

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2. All discovery, including expert discovery, shall be completed by all parties by 

February 2, 2018. “Completed” means that all discovery under Rules 30–36 of the 

Federal Rules of Civil Procedure, and discovery subpoenas under Rule 45, must be initiated 

a sufficient period of time in advance of the cut-off date, so that it may be completed by 

the cut-off date, taking into account the times for service, notice and response as set forth 

in the Federal Rules of Civil Procedure. Counsel shall promptly and in good faith meet 

and confer with regard to all discovery disputes in compliance with Local Rule 

26.1(a). The Court expects counsel to make every effort to resolve all disputes without 

court intervention through the meet and confer process. If the parties reach an impasse on 

any discovery issue, counsel shall file an appropriate motion within the time limit and 

procedures outlined in the undersigned magistrate judge’s chambers rules. A failure to 

comply in this regard will result in a waiver of a party’s discovery issue. Absent an 

order of the court, no stipulation continuing or altering this requirement will be 

recognized by the court.

Discovery motions must be filed in the time and manner directed by Magistrate 

Judge Burkhardt (see Judge Burkhardt’s Civil Chambers Rules on Discovery Disputes 

available on the Court’s website). All discovery motions must be filed within 30 days of 

the service of an objection, answer, or response which becomes the subject of dispute, or 

the passage of a discovery due date without response or production, and only after counsel 

(and any unrepresented parties) have met and conferred to resolve the dispute and

complied with Section IV.B. of Judge Burkhardt’s Civil Chambers Rules.

3. The parties shall designate their respective experts in writing by November 

22, 2017. The parties must identify any person who may be used at trial to present evidence 

pursuant to Rules 702, 703 or 705 of the Fed. R. Evid. This requirement is not limited to 

retained experts. The date for exchange of rebuttal experts shall be by December 15, 2017. 

The written designations shall include the name, address and telephone number of the 

expert and a reasonable summary of the testimony the expert is expected to provide. The 

list shall also include the normal rates the expert charges for deposition and trial testimony.

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4. By November 22, 2017, each party shall comply with the disclosure 

provisions in Rule 26(a)(2)(A) and (B) of the Federal Rules of Civil Procedure. This 

disclosure requirement applies to all persons retained or specially employed to provide 

expert testimony, or whose duties as an employee of the party regularly involve the giving 

of expert testimony. Except as provided in the paragraph below, any party that fails 

to make these disclosures shall not, absent substantial justification, be permitted to 

use evidence or testimony not disclosed at any hearing or at the time of trial. In 

addition, the Court may impose sanctions as permitted by Fed. R. Civ. P. 37(c).

5. Any party shall supplement its disclosure regarding contradictory or rebuttal 

evidence under Fed. R. Civ. P. 26(a)(2)(D) by December 15, 2017.

6. Failure to comply with this section or any other discovery order of the court 

may result in the sanctions provided for in Fed. R. Civ. P. 37, including a prohibition on 

the introduction of experts or other designated matters in evidence.

7. All other pretrial motions must be filed by February 23, 2018. Counsel for 

the moving party must obtain a motion hearing date from the law clerk of the judge who 

will hear the motion. The period of time between the date you request a motion date and 

the hearing date may vary from one district judge to another. Please plan accordingly. 

Failure to make a timely request for a motion date may result in the motion not being heard. 

Motions in limine are to be filed as directed in the Local Rules, or as otherwise set by the 

district judge.

8. A Mandatory Settlement Conference shall be conducted on November 13, 

2017, at 9:00 AM in the chambers of Magistrate Judge Jill L. Burkhardt. Counsel or 

any party representing himself or herself shall submit confidential settlement briefs directly 

to chambers by November 3, 2017. All parties are ordered to read and to fully comply 

with the Chamber Rules of the assigned magistrate judge.

The confidential settlement statements should be lodged by e-mail to 

efile_Burkhardt@casd.uscourts.gov. Each party’s settlement statement shall concisely set 

forth the following: (1) the party’s statement of the case; (2) the controlling legal issues; 

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(3) issues of liability and damages; (4) the party’s settlement position, including the last 

offer or demand made by that party; (5) a separate statement of the offer or demand the 

party is prepared to make at the settlement conference; and (6) a list of all attorney and 

non-attorney conference attendees for that side, including the name(s) and 

title(s)/position(s) of the party/party representative(s) who will attend and have settlement 

authority at the conference. If exhibits are attached and the total submission amounts to 

more than 20 pages, a hard copy must also be delivered directly to Magistrate Judge 

Burkhardt’s chambers. Settlement conference statements shall not be filed with the 

Clerk of the Court. Settlement conference statements may be exchanged 

confidentially with opposing counsel within the parties’ discretion.

Pursuant to Civil Local Rule 16.3, all party representatives and claims adjusters for 

insured defendants with full and unlimited authority1to negotiate and enter into a binding 

settlement, as well as the principal attorney(s) responsible for the litigation, must be present 

and legally and factually prepared to discuss and resolve the case at the mandatory 

settlement conference. In the case of an entity, an authorized representative of the entity

who is not retained outside counsel must be present and must have discretionary authority 

to commit the entity to pay an amount up to the amount of the Plaintiff’s prayer (excluding 

punitive damages prayers). The purpose of this requirement is to have representatives 

present who can settle the case during the course of the conference without consulting a 

superior.

Failure to attend the conference or obtain proper excuse will be considered grounds 

for sanctions.

 

1 “Full authority to settle” means that the individuals at the settlement conference must be 

authorized to fully explore settlement options and to agree at that time to any settlement terms acceptable 

to the parties. Heileman Brewing Co., Inc. v. Joseph Oat Corp., 871 F.2d 648 (7th Cir. 1989). The person 

needs to have “unfettered discretion and authority” to change the settlement position of a party. Pitman 

v. Brinker Int’l., Inc., 216 F.R.D. 481, 485-86 (D. Ariz. 2003). The purpose of requiring a person with 

unlimited settlement authority to attend the conference includes that the person’s view of the case may be 

altered during the face to face conference. Id. at 486. A limited or a sum certain of authority is not 

adequate. Nick v. Morgan’s Foods, Inc., 270 F.3d 590, 595-97 (8th Cir. 2001).

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9. Counsel shall file their Memoranda of Contentions of Fact and Law and take 

any other action required by Local Rule 16.1(f)(2) by May 31, 2018.

10. Counsel shall comply with the pre-trial disclosure requirements of Fed. R. 

Civ. P. 26(a)(3) by May 31, 2018. Failure to comply with these disclosure requirements 

could result in evidence preclusion or other sanctions under Fed. R. Civ. P. 37.

11. Counsel shall meet and take the action required by Local Rule 16.1(f)(4) by 

June 7, 2018. At this meeting, counsel shall discuss and attempt to enter into stipulations 

and agreements resulting in simplification of the triable issues. Counsel shall exchange 

copies and/or display all exhibits other than those to be used for impeachment. The exhibits 

shall be prepared in accordance with Local Rule 16.1(f)(4)(c). Counsel shall note any 

objections they have to any other parties’ Pretrial Disclosures under Fed. R. Civ. P.

26(a)(3). Counsel shall cooperate in the preparation of the proposed pretrial conference 

order.

12. Counsel for plaintiff will be responsible for preparing the pretrial order and 

arranging the meetings of counsel pursuant to Civil Local Rule 16.1(f). By June 14, 2018, 

plaintiff’s counsel must provide opposing counsel with the proposed pretrial order for 

review and approval. Opposing counsel must communicate promptly with plaintiff’s 

attorney concerning any objections to form or content of the pretrial order, and both parties 

shall attempt promptly to resolve their differences, if any, concerning the order.

13. The Proposed Final Pretrial Conference Order, including objections to any 

other parties’ Fed. R. Civ. P. 26(a)(3) Pretrial Disclosures shall be prepared, served and 

lodged with the assigned district judge by June 21, 2018, and shall be in the form 

prescribed in and comply with Local Rule 16.1(f)(6).

14. The final Pretrial Conference is scheduled on the calendar of the Honorable 

Janis L. Sammartino on June 28, 2018, at 1:30 PM. 

15. The parties must review the chambers’ rules for the assigned district judge 

and magistrate judge.

16. A post trial settlement conference before a magistrate judge may be held 

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within 30 days of verdict in the case.

17. The dates and times set forth herein will not be modified except for good cause 

shown.

18. Briefs or memoranda in support of or in opposition to any pending motion 

shall not exceed twenty-five (25) pages in length without leave of a district court judge. 

No reply memorandum shall exceed ten (10) pages without leave of a district court judge. 

Briefs and memoranda exceeding ten (10) pages in length shall have a table of contents 

and a table of authorities cited.

19. Plaintiff’s counsel shall serve a copy of this order on all parties that enter this 

case hereafter.

IT IS SO ORDERED.

Dated: September 13, 2017

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