Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_14-cv-01096/USCOURTS-caed-2_14-cv-01096-6/pdf.json

Nature of Suit Code: 720
Nature of Suit: Labor Management Relations Act
Cause of Action: 05:7703 Discrimination - Review of Agency Act

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UNITED STATES DISTRICT COURT

FOR THE EASTERN DISTRICT OF CALIFORNIA

HELEN WHELAN,

Plaintiff,

v.

MEGAN BRENNAN,

Defendant.

No. 2:14-cv-1096 TLN CKD PS

ORDER

STATUS (PRETRIAL SCHEDULING) ORDER

READ THIS ORDER CAREFULLY. IT CONTAINS IMPORTANT DATES WHICH 

THE COURT WILL STRICTLY ENFORCE AND WITH WHICH ALL PARTIES MUST 

COMPLY. A FAILURE TO COMPLY WITH THE TERMS OF THIS ORDER MAY RESULT 

IN THE IMPOSITION OF MONETARY AND ALL OTHER SANCTIONS WITHIN THE 

POWER OF THE COURT, INCLUDING DISMISSAL OR AN ORDER OF JUDGMENT.

Pursuant to court order, a Status (Pretrial Scheduling) Conference was held on March 18, 

2015. Plaintiff Helen Whelan appeared in propria persona. Chi Soo Kim appeared for defendant.

After hearing, the court makes the following findings and orders:

SERVICE OF PROCESS

Defendant has been served and no further service is permitted except with leave of court, 

good cause having been shown.

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JOINDER OF PARTIES/AMENDMENTS

No further joinder of parties or amendments to pleadings is permitted except with leave of 

court, good cause having been shown.

JURISDICTION/VENUE

Jurisdiction is undisputed and is hereby found to be proper, as is venue.

DISCOVERY

The parties shall make initial disclosures under Federal Rule of Civil Procedure 26 no 

later than April 10, 2015. All non-expert discovery is left open, save and except that it shall be so 

conducted as to be completed by December 9, 2015. The word “completed” means that all 

discovery shall have been conducted so that all depositions have been taken and any disputes 

relative to discovery shall have been resolved by appropriate order if necessary and, where 

discovery has been ordered, the order has been complied with. 

All documents produced in discovery shall be consecutively Bates numbered and shall be 

produced in an organized fashion. For example, in responding to a request for production of 

document, the responding party should identify which Bates numbered documents are responsive 

to a particular request. The parties are reminded of their obligation to immediately contact the 

opposing side if privileged documents are inadvertently produced during discovery and to 

forthwith return said privileged documents to the producing party and to not further disseminate 

such documents.

Plaintiff’s expert disclosure shall be made no later than March 7, 2016. Defendant’s 

expert disclosure shall be made no later than April 4, 2016. Expert discovery shall be completed 

by May 4, 2016. 

MOTION HEARING SCHEDULE

All law and motion except as to discovery is left open, save and except that it shall be 

conducted so as to be completed by June 8, 2016. The word “completed” in this context means 

that all law and motion matters must be heard by the above date. The parties are cautioned to 

refer to the local rules regarding the requirements for noticing such motions on the court’s 

regularly scheduled law and motion calendar. This paragraph does not preclude motions for 

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continuances, temporary restraining orders or other emergency applications, and is subject to any 

special scheduling set forth in the “MISCELLANEOUS PROVISIONS” paragraph below.

The parties should keep in mind that the purpose of law and motion is to narrow and 

refine the legal issues raised by the case, and to dispose of by pretrial motion those issues that are 

susceptible to resolution without trial. To accomplish that purpose, the parties need to identify 

and fully research the issues presented by the case, and then examine those issues in light of the 

evidence gleaned through discovery. If it appears after examining the legal issues and facts that 

an issue can be resolved by pretrial motion, the parties are to file the appropriate motion by the 

law and motion cutoff set forth supra.

ALL PURELY LEGAL ISSUES ARE TO BE RESOLVED BY TIMELY PRETRIAL 

MOTION. The parties are reminded that motions in limine are procedural devices designed to 

address the admissibility of evidence. THE PARTIES ARE CAUTIONED THAT THE COURT 

WILL LOOK WITH DISFAVOR UPON SUBSTANTIVE MOTIONS PRESENTED IN THE 

GUISE OF MOTIONS IN LIMINE AT THE TIME OF TRIAL. 

FINAL PRETRIAL CONFERENCE

The Final Pretrial Conference is set for September 8, 2016 at 2:00 p.m. in courtroom 

no. 2 before the Honorable Troy L. Nunley.

The parties are to be fully prepared for trial at the time of the Pretrial Conference, with no 

matters remaining to be accomplished except production of witnesses for oral testimony. The 

parties are referred to Local Rules 281 and 282 relating to the contents of and time for filing 

Pretrial Statements. A FAILURE TO COMPLY WITH LOCAL RULES 281 AND 282 WILL 

BE GROUNDS FOR SANCTIONS.

Notwithstanding the provisions of Local Rule 281, which contemplates the filing of 

separate Pretrial Statements by plaintiffs and defendants, the parties are to prepare a JOINT 

STATEMENT with respect to the undisputed facts and disputed factual issues of the case. The 

undisputed facts and disputed factual issues are to be set forth in two separate sections. The 

parties should identify those facts which are relevant to each separate cause of action. In this 

regard, the parties are to number each individual fact or factual issue. Where the parties are 

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unable to agree as to what factual issues are properly before the court for trial, they should 

nevertheless list in the section on “DISPUTED FACTUAL ISSUES” all issues asserted by any of 

the parties and explain by parenthetical the controversy concerning each issue. The parties should 

keep in mind that, in general, each fact should relate or correspond to an element of the relevant 

cause of action. The parties should also keep in mind that the purpose of listing the disputed 

factual issues is to apprise the court and all parties about the precise issues that will be litigated at 

trial. The court is not interested in a listing of all evidentiary facts underlying the issues that are 

in dispute. However, with respect to the listing of undisputed facts, the court will accept 

agreements as to evidentiary facts. The joint statement of undisputed facts and disputed factual 

issues is to be filed with the court concurrently with the filing of plaintiff’s Pretrial Statement. If 

the case is tried to a jury, the undisputed facts will be read to the jury.

Pursuant to Local Rule 281(b)(10) and (11), the parties are required to provide in their 

Pretrial Statements a list of witnesses and exhibits that they propose to proffer at trial, no matter 

for what purpose. These lists shall not be contained in the Pretrial Statement itself, but shall be 

attached as separate documents to be used as addenda to the Final Pretrial Order. Plaintiff’s 

exhibits shall be listed numerically; defendant’s exhibits shall be listed alphabetically. The 

Pretrial Order will contain a stringent standard for the proffering of witnesses and exhibits at trial 

not listed in the Pretrial Order. Counsel are cautioned that the standard will be strictly applied. 

On the other hand, the listing of exhibits or witnesses which counsel do not intend to call or use 

will be viewed as an abuse of the court’s processes.

The parties are also reminded that, pursuant to Fed. R. Civ. P. 16, it will be their duty at 

the Pretrial Conference to aid the court in (a) formulation and simplification of issues and the 

elimination of frivolous claims or defenses; (b) settling of facts which should be properly 

admitted; and (c) the avoidance of unnecessary proof and cumulative evidence. The parties must 

prepare their Pretrial Statements, and participate in good faith at the Pretrial Conference, with 

these aims in mind. A FAILURE TO DO SO MAY RESULT IN THE IMPOSITION OF 

SANCTIONS which may include monetary sanctions, orders precluding proof, eliminations of 

claims or defenses, or such other sanctions as the court deems appropriate.

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TRIAL SETTING

Trial is set on October 31, 2016 at 9:00 a.m. in courtroom no. 2 before the Honorable Troy 

L. Nunley. Trial will be by jury. The court expects the trial will take approximately five days.

SETTLEMENT CONFERENCE

If the parties determine a settlement conference would be beneficial, the courtroom deputy 

may be contacted to arrange a date for the settlement conference. In absence of a waiver of 

disqualification of the undersigned, the settlement conference will be set before another 

magistrate judge. 

MISCELLANEOUS PROVISIONS

Plaintiff is advised that if the court orders a document be filed by a certain date, then the 

document must be received by the court by that date. In reference to the dates set forth herein, the 

parties are directed to ensure mailing so that the opposing side receives the document by the date 

set forth in this order. For example, with respect to initial disclosures, the parties must mail the 

disclosures sufficiently in advance of April 10, 2015 so that the opposing side receives the initial 

disclosures by that date. 

There appear to be no other matters presently pending before the court that will aid the 

just and expeditious disposition of this matter.

Pursuant to Fed. R. Civ. P. 16(b), THE COURT SUMMARIZES THE SCHEDULING 

ORDER AS FOLLOWS:

1. Initial disclosures shall be made no later than April 10, 2015. 

2. Non-expert discovery shall be completed by December 9, 2015.

3. Plaintiff’s expert disclosure shall be made no later than March 7, 2016. 

4. Defendant’s expert disclosure shall be made no later than April 4, 2016. 

5. Expert discovery shall be completed by May 4, 2016. 

6. All pretrial motions, except motions to compel discovery, shall be completed by June 

8, 2016. 

7. The Final Pretrial Conference is set for September 8, 2016 at 2:00 p.m. in courtroom 

no. 2 before the Honorable Troy L. Nunley.

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8. This matter is set for jury trial is set on October 31, 2016 at 9:00 a.m. in courtroom no. 

2 before the Honorable Troy L. Nunley. 

Dated: March 18, 2015

4 whelan1096.oas

_____________________________________

CAROLYN K. DELANEY

UNITED STATES MAGISTRATE JUDGE

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