Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-casd-3_18-cv-01015/USCOURTS-casd-3_18-cv-01015-0/pdf.json

Nature of Suit Code: 863
Nature of Suit: Social Security - DIWC/DIWW (405(g))
Cause of Action: 42:0405wc Review of HHS Decision (DIWC)

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UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF CALIFORNIA

BAY MAR for ANTHONY MAR,

Plaintiff,

v.

NANCY A. BERRYHILL, Acting 

Commissioner of Social Security,

Defendant.

Case No.: 18-cv-01015-W-JLB

SCHEDULING ORDER FOR JOINT 

MOTION FOR JUDICIAL REVIEW 

OF FINAL DECISION OF THE 

COMMISSIONER OF SOCIAL 

SECURITY

On May 21, 2018, Plaintiff filed a complaint seeking judicial review of Defendant’s 

denial of disability benefits under the Social Security Act. On August 24, 2018, Defendant 

filed her answer and the administrative record. District Judge Thomas J. Whelan has 

referred this matter to Magistrate Judge Jill L. Burkhardt on a report and recommendation 

basis. Pursuant to Rule 16.1(e)(3) of the Civil Local Rules, an Early Neutral 

Evaluation/Case Management Conference is not required to be held in this case. The Court 

hereby enters the following scheduling order:

I. STATUS CONFERENCE

A telephonic, counsel-only Status Conference is hereby SET for August 31, 2018 at 

11:00 AM before Magistrate Judge Jill L. Burkhardt. For purposes of the Conference, 

counsel shall place a joint call to Judge Burkhardt’s chambers at 619-557-6624.

II. SUBMISSION OF MAGISTRATE JUDGE CONSENT FORM

No later than September 12, 2018, Defendant shall provide Plaintiff’s counsel with 

an executed copy of the attached consent form, titled Notice, Consent, and Reference of a 

Civil Action to a Magistrate Judge. Pursuant to Civil Local Rule 73.1, if (and only if) all

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parties have consented to the reference to a magistrate judge, then Plaintiff shall file the 

consent form(s) in paper format at the Clerk’s Office by September 14, 2018. If the 

paper format filing reflects consent by all parties, then the form(s) will be forwarded to the 

assigned district judge for approval. The consent form(s) should not be filed with the 

court electronically through its Case Management/Electronic Case Filing (CM/ECF) 

system. No consent form will be made available, nor will its contents be made known to 

any judicial officer, unless all parties have consented to the reference to a magistrate judge. 

The parties are free to withhold consent without adverse substantive consequences. 

Questions related to the consent form(s) should be directed only to the clerk’s office at 

619-557-5600. Please do not call chambers’ staff with questions related to the consent 

form(s).

III. JOINT MOTION FOR JUDICIAL REVIEW OF FINAL DECISION OF 

THE COMMISSIONER OF SOCIAL SECURITY

If the parties cannot resolve the matter in settlement discussions before the deadlines 

set forth in this order, the parties shall electronically file a Joint Motion for Judicial Review 

of Final Decision of The Commissioner of Social Security (“Joint Motion for Judicial 

Review”) in the manner, and according to the schedule, set forth below. In light of the 

Joint Motion for Judicial Review requirements set forth in this order, the parties are hereby 

excused from Civil Local Rule 7.1(e)(6). The parties shall cooperate in preparing the Joint 

Motion for Judicial Review, and sanctions may be imposed for any failure to cooperate. A 

Joint Motion for Judicial Review that is not signed by counsel for both parties may be 

rejected and stricken by the Court. A Joint Motion for Judicial Review that is electronically 

filed, but that is not prepared in the manner required by this order, may be stricken, in 

which event the parties will be required to cure the defects by electronically filing an 

Amended Joint Motion for Judicial Review.

IV. CONTENT OF JOINT MOTION FOR JUDICIAL REVIEW

The Joint Motion for Judicial Review shall include a brief summary of the case, the 

parties’ positions with respect to the Administrative Law Judge’s (“ALJ”) summary of the 

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material medical evidence and testimony of record, a statement of the disputed issues, the 

parties’ contentions with respect to each disputed issue, and the parties’ statements of the 

relief requested. Any issue not raised in the Joint Motion for Judicial Review may be 

deemed to have been waived. The Court is familiar with the standard of review and the 

sequential evaluation process, so the parties should avoid boilerplate discussions of the 

governing legal standards. Rather, the parties should focus on applying relevant and 

controlling legal authority to the facts germane to each disputed issue.1 When citing cases, 

statutes, regulations, Social Security Rulings, medical and vocational reference sources, or 

other legal authority to support their legal arguments, the parties shall provide complete 

and accurate citations to the portions of those authorities relied upon. The parties shall also 

specify the evidence upon which they rely to support their contentions, and provide 

accurate page citations to the administrative record for all evidence relied upon [“AR 

___”]. In addition, all medical terminology (including medical conditions, diagnoses, 

procedures, tests, anatomical references, and pharmaceuticals) shall be defined in terms 

understandable to a layperson, preferably by citation to a medical dictionary or glossary 

from a standard reference work. The parties may not supplement the record beyond 

definition of technical terms.

V. FORM OF JOINT MOTION FOR JUDICIAL REVIEW

The Joint Motion for Judicial Review shall be prepared in the following format, and 

shall comply with the local rules governing form and typeface:

A. Summary of the Case

Plaintiff shall provide a brief summary of the relevant background facts and

procedural history. The Commissioner need not respond to plaintiff’s summary, unless the 

Commissioner believes that plaintiff’s summary misstates, mischaracterizes, or omits any 

material facts or proceedings.

 

1 The parties should cite only controlling case authority (i.e., decisions of the United States Supreme Court 

or the Ninth Circuit Court of Appeals). If there is no controlling authority, the decisions of other courts 

may be cited.

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B. Medical Evidence

Plaintiff shall state whether plaintiff will stipulate that the ALJ’s decision fairly and 

accurately summarizes the material medical evidence and testimony of record. If not, 

plaintiff shall either (i) specify the respects in which plaintiff contends the ALJ’s decision 

misstates, mischaracterizes, or omits any of the material medical evidence and/or testimony 

of record, or (ii) state that the contentions of misstatement, mischaracterization, or omission 

are addressed in the argument in support of the Joint Motion for Judicial Review.

The Commissioner shall state whether the Commissioner will stipulate that the 

ALJ’s decision fairly and accurately summarizes the material medical evidence and 

testimony of record. If not, the Commissioner shall either (i) specify the respects in which 

the Commissioner contends that the ALJ’s decision misstates, mischaracterizes, or omits 

any of the material medical evidence and/or testimony of record, or (ii) state that the 

contentions of misstatement, mischaracterization, or omission are addressed in the 

argument in support of the Joint Motion for Judicial Review.

C. Statement of Disputed Issues

Plaintiff shall identify and frame, in a neutral fashion, each of the disputed issues 

that plaintiff is raising as the grounds for reversal and/or remand. [Example: “Issue No. 1 

– Whether the ALJ properly evaluated plaintiff’s subjective complaints of pain.”]

D. Issues and Contentions

1. Issue No. 1 [The heading shall conform to the first issue listed in the

Statement of Disputed Issues.]

a. Plaintiff’s Contentions Regarding Issue No. 1 [Plaintiff shall

concisely set forth plaintiff’s contentions (including citations to 

the page(s) of the administrative record recited evidence is found,

complete citations to relevant legal authority, and definitions of

medical terminology).]

b. The Commissioner’s Contentions Regarding Issue No. 1 [The

Commissioner shall concisely set forth The Commissioner’s

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contentions (including citations to the page(s) of the 

administrative record where cited evidence is found, complete 

citations to relevant legal authority, and definitions of medical 

terminology).]

c. Plaintiff’s Reply Regarding Issue No. 1 [Plaintiff may, but is not

required to, reply to the contentions actually raised by the

Commissioner; provided, however, that any such reply does not

exceed 56 continuous lines of text per issue.]

2. Issue No. 2, etc. [Repeat the foregoing format as needed.]

E. Relief Requested

1. Plaintiff’s statement of relief requested.

2. The Commissioner’s statement of relief requested.

VI. SCHEDULE FOR PREPARATION & FILING OF JOINT MOTION FOR 

JUDICIAL REVIEW

The Joint Motion for Judicial Review shall be prepared and electronically filed 

according to the following schedule:

A. No later than September 20, 2018, plaintiff’s counsel shall prepare and 

deliver to the SAUSA or AUSA a draft of plaintiff’s portions of the Joint Motion for 

Judicial Review (prepared as described in section V supra). Plaintiff’s counsel shall 

provide the SAUSA or AUSA and the Office of Regional Counsel with a printed copy of 

plaintiff’s portions of the Joint Motion for Judicial Review and two computer-readable

electronic copies on a USB thumb/flash drive or via e-mail (one electronic copy must be 

in an editable word processing format, such as WordPerfect or Microsoft Word, and the 

other electronic copy should be in .pdf format). The draft of plaintiff’s portions of the Joint

Motion for Judicial Review shall comply with the format and content requirements set forth

elsewhere in this order.

B. No later than October 11, 2018, the Commissioner shall provide to plaintiff’s 

counsel the Commissioner’s portions of the Joint Motion for Judicial Review and shall

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deliver a printed and two computer-readable copies2 of the Commissioner’s portions of the 

Joint Motion for Judicial Review to plaintiff’s counsel. [The Court recognizes that 

differing word-processing platforms may make incorporation of the entire Joint Motion for 

Judicial Review into a single electronic document difficult. If the parties do not use the 

same word-processing platform, the parties may break the Joint Motion for Judicial Review

into different sections on different pages as necessary.]

C. No later than October 25, 2018, plaintiff’s counsel shall incorporate into the

Joint Motion for Judicial Review any reply that plaintiff may wish to make to the 

Commissioner’s contentions, and shall deliver a completed copy of the Joint Motion for 

Judicial Review signed by plaintiff to the SAUSA or AUSA for review, signature and 

electronic filing. [See paragraph B supra regarding incorporation and breaking of 

document.] Plaintiff shall not use the reply to raise new issues that the Commissioner has 

not had an opportunity to address.

D. No later than November 1, 2018, the SAUSA or AUSA shall sign and 

electronically file the Joint Motion for Judicial Review.

VII. ORAL ARGUMENT

Unless otherwise ordered, the issues presented in any Joint Motion for Judicial 

Review shall be deemed submitted for decision without oral argument.

VIII. MOTIONS TO AMEND AND COMPLIANCE WITH THIS ORDER

The deadlines set forth in this order are designed to give parties exercising 

reasonable diligence sufficient time to perform the required acts without seeking extensions 

of time. Accordingly, requests for extensions of time are discouraged. Any motion 

requesting a modification of this scheduling order should be filed no less than 10 calendar 

days in advance of the dates and deadlines at issue and shall comply with Section III.C. of 

 

2 As was required of plaintiff’s counsel, one electronic copy must be in an editable word processing format, 

such as WordPerfect or Microsoft Word, and the other electronic copy should be in .pdf format.

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Magistrate Judge Jill L. Burkhardt’s Civil Chambers Rules (available on the district court’s 

website). 

The parties are cautioned that failure to comply with the deadlines ordered may 

constitute a consent to dismissal, remand, or other sanctions. Fed. R. Civ. P. 16(f); CivLR 

7.1(f)(2)(b), 83.1. If a party fails to meet a deadline set forth in Section VI above and the 

other party, after contacting counsel about the lapse, concludes that it needs the assistance 

of the Court, the party waiting for the delayed document may raise the matter with the 

Court by either: (1) filing a Notice of Noncompliance; or (2) placing a joint call to chambers 

following the procedures outlined in Section I.B. of Judge Burkhardt’s Civil Chambers 

Rules (available in the District Court’s website).

IT IS SO ORDERED. 

Dated: August 30, 2018 

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* Pursuant to Civil Local Rule 73.1, if (and only if) all parties have consented to the reference to a magistrate judge, 

then Plaintiff shall file the consent form(s) in paper format at the Clerk’s Office.

18-cv-01015-W-JLB

UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF CALIFORNIA

BAY MAR for ANTHONY MAR,

Plaintiff(s)

v.

NANCY A. BERRYHILL, Acting 

Commissioner of Social Security,

Defendant(s)

Case No.: 18-cv-01015-W-JLB

NOTICE, CONSENT, AND

REFERENCE OF A CIVIL ACTION TO 

A MAGISTRATE JUDGE

Notice of a magistrate judge's availability. A United States magistrate judge of this court is 

available to conduct all proceedings in this civil action (including a jury or nonjury trial) and to 

order the entry of a final judgment. The judgment may then be appealed directly to the United 

States court of appeals like any other judgment of this court. A magistrate judge may exercise this 

authority only if all parties voluntarily consent. 

You may consent to have your case referred to a magistrate judge, or you may withhold your 

consent without adverse substantive consequences. The name of any party withholding consent will 

not be revealed to any judge who may otherwise be involved with your case. 

Consent to a magistrate judge's authority. The following parties ☐ Consent / ☐ Do Not Consent*

to have a United States magistrate judge conduct all proceedings in this case including trial, the 

entry of final judgment, and all post-trial proceedings.

Printed Names Signatures of all parties and counsel for all parties Dates

REFERENCE ORDER

IT IS ORDERED: This case is referred to United States Magistrate Judge Jill L. Burkhardt, to 

conduct all proceedings and order entry of a final judgment in accordance with 28 U.S.C. § 636(c), 

Fed. R. Civ. P. 73, and CivLR 73.1.

Date United States District Judge

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