Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_18-cv-03274/USCOURTS-caed-2_18-cv-03274-0/pdf.json

Nature of Suit Code: 190
Nature of Suit: Other Contract Actions
Cause of Action: 28:1332 Diversity-Breach of Contract

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155637 1 2:18-cv-03274-JAM-KJN

JOINT STIPULATION AND [PROPOSED] ORDER TO MODIFY SCHEDULING ORDER, TO ALLOW FILING 

OF FIRST AMENDED COMPLAINT, AND TO CONTINUE TRIAL

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ANTHONY J. DECRISTOFORO, SBN 166171

anthony.decristoforo@ogletree.com

DANIEL E. RICHARDSON, SBN 289327 

daniel.richardson@ogletree.com

OGLETREE, DEAKINS, NASH, 

SMOAK & STEWART, P.C.

500 Capitol Mall, Suite 2500

Sacramento, CA 95814

Telephone: 916.840.3150

Facsimile: 916.840.3159

Attorneys for Plaintiff 

ARTHUR J. GALLAGHER & CO.

GREGORY R. DE LA PEÑA (SBN 126626)

ROBERT CARROLL (SBN 314345)

Email: rcarroll@dlphlaw.com

DE LA PEÑA & HOLIDAY LLP

One Embarcadero Center, Suite 2860

San Francisco, California 94111

Telephone: (415) 268-8000

Facsimile: (415) 268-8180

Attorneys for Defendant

ROBERT PETREE

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

SACRAMENTO DIVISION

ARTHUR J. GALLAGHER & CO.,

Plaintiff,

v.

ROBERT PETREE and DOES 1-25, inclusive,

Defendants.

CASE NO. 2:18-CV-03274-JAM-KJN

ASSIGNED TO THE HONORABLE 

JOHN A. MENDEZ

JOINT STIPULATION AND ORDER TO 

MODIFY SCHEDULING ORDER, TO 

ALLOW FILING OF FIRST AMENDED 

COMPLAINT, AND TO CONTINUE 

TRIAL

Complaint Filed: 12/27/2018

Trial Date: 08/03/2020

Pursuant to Local Rule 143 and in accordance with the instructions provided by the Court, 

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JOINT STIPULATION AND [PROPOSED] ORDER TO MODIFY SCHEDULING ORDER, TO ALLOW FILING 

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the Plaintiff Arthur J. Gallagher (“GALLAGHER”) and Defendant Robert Petree (collectively, the 

“Parties”) hereby stipulate and ask the Court to grant GALLAGHER leave to file a first amended 

complaint, and for the Court to Order that the deadlines in the scheduling order entered on March 

25, 2019 (ECF No. 9) be continued pursuant to the Court’s provided dates below, or as soon 

thereafter as is convenient for the Court. Specifically, the Parties stipulate and request the Court 

order as follows:

1.) That GALLAGHER be permitted leave to amend its complaint and file a First Amended 

Complaint, in the form attached hereto as Exhibit A (“First Amended Complaint”), as requested in 

GALLAGHER’s “Motion to Modify Scheduling Order and For Leave To Amend The Complaint” 

(“GALLAGHER MOTION”).

2.) That the March 25, 2019 STATUS (Pre-Trial Scheduling) ORDER (ECF No.9, 

hereinafter “SCHEDULING ORDER”) be amended to allow for the filing and service of a first 

amended complaint as requested in the GALLAGHER MOTION.

3.) That the SCHEDULING ORDER be modified to extend the dispositive motion deadline 

to November 10, 2020, with hearing on such motions taking place on December 8, 2020 at 1:30 

p.m.

4.) That the SCHEDULING ORDER be modified to extend the discovery cut-off to October 

23, 2020.

5.) That the SCHEDULING ORDER be modified to extend the deadline for expert witness 

disclosures to July 21, 2020, and for supplemental disclosure and disclosure of rebuttal experts 

under Fed. R. Civ. Pc. 26(a)(2)(c) be extended to September 4, 2020.

6.) That the SCHEDULING ORDER be modified to continue the pre-trial conference to 

January 29, 2021 at 10:00 a.m. Joint pretrial statement will be due January 22, 2021.

7.) That the SCHEDULING ORDER be modified to continue jury trial in this matter to 

March 1, 2021.

Amendment of a pleading may be granted by stipulation of an “opposing party.” Fed. R. 

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JOINT STIPULATION AND [PROPOSED] ORDER TO MODIFY SCHEDULING ORDER, TO ALLOW FILING 

OF FIRST AMENDED COMPLAINT, AND TO CONTINUE TRIAL

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Civ. P. 15(a)(2). “[A] court may at any time, on just terms add or drop a party.” Fed. R. Civ. P. 21. 

“The district court is given broad discretion in supervising the pretrial phase of litigation.” Johnson 

v. Mammoth Recreations, Inc., 975 F. 2d 604, 607 (9th Cir. 1992) (citation and internal quotation 

marks omitted). Rule 16(b) provides that “[a] schedule may be modified only for good cause and 

with the judge’s consent.” Fed. R. Civ. P. 16(b)(4). “The schedule may be modified “if it cannot 

reasonably be met despite the diligence of the party seeking the extension.” Zikovic v. Southern 

California Edison Co., 302 F. 3d 1080, 1087. (9th Cir. 2002) (quoting Johnson, 975 F.2d at 607.)

Good cause exists for the relief sought by this stipulation and proposed Order. The 

GALLAGHER MOTION - which seeks leave for GALLAGHER to amend its Complaint to join 

HUB International Services Inc. (“HUB”) as a defendant, assert trade secret misappropriation 

claims against Defendant Robert Petree and HUB, and assert additional claims against Defendant 

Robert Petree based upon new evidence obtained by GALLAGHER through discovery- seeks relief 

that will significantly expand the scope of discovery and other pre-trial preparation for existing 

parties, and will bring HUB into highly complex litigation without sufficient time to prepare for 

trial. Existing parties would be prejudiced without an opportunity to adequately prepare for trial, 

participate in discovery, and engage in any necessary motion practice in light of new allegations 

and claims raised in the GALLAGHER MOTION, and HUB would be prejudiced by an inability to 

participate in deposition and other discovery currently calendared to take place in February 2020. 

Existing parties will be prejudiced if their personnel are required to appear at deposition at currently 

noticed dates, and then again once HUB appears. Finally, an order granting the relief sought by this 

stipulation and proposed order would render further briefing, hearing, or determination on the 

GALLAGHER MOTION unnecessary, and would be the most efficient use of this Court’s and the 

existing parties’ resources. Parties consulted this Court prior to filing the stipulation, and the relief 

requested is pursuant to dates of extension provided by this Court.

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JOINT STIPULATION AND [PROPOSED] ORDER TO MODIFY SCHEDULING ORDER, TO ALLOW FILING 

OF FIRST AMENDED COMPLAINT, AND TO CONTINUE TRIAL

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For these reasons, the parties ask the Court to grant the relief sought in the above stipulation

pursuant to the court’s instructions. In the event that the Court does not find good cause to grant any 

portion of the relief sought by this application Defendant Robert Petree reserves all rights with 

respect to any opposition to or motion filed in response to the GALLAGHER MOTION.

Respectfully Submitted,

Dated: February 4, 2020 DE LA PEÑA & HOLIDAY, LLP

By____________________________________

Gregory R. de la Peña

Robert Carroll III

Attorney for Defendant ROBERT PETREE

Dated: February 4, 2020 OGLETREE, DEAKINS, NASH, SMOAK & 

STEWART P.C.

By____________________________________

Anthony J. DeCristoforo

Daniel Richardson

Attorneys for Plaintiff ARTHUR J. 

GALLAGHER & CO.

IT IS SO ORDERED.

1.) That GALLAGHER’s First Amended Complaint is deemed filed with this Court as of 

the date of this Order.

2.) That the March 25, 2019 STATUS (Pre-Trial Scheduling) ORDER (ECF No.9) be amended to 

allow for service of the First Amended Complaint on HUB.

3.) That the SCHEDULING ORDER be modified to extend the dispositive motion deadline 

to November 10, 2020, with hearing on such motions taking place on December 8, 2020 at 1:30 

p.m.

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JOINT STIPULATION AND [PROPOSED] ORDER TO MODIFY SCHEDULING ORDER, TO ALLOW FILING 

OF FIRST AMENDED COMPLAINT, AND TO CONTINUE TRIAL

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4.) That the SCHEDULING ORDER be modified to extend the discovery cut-off to October 

23, 2020.

5.) That the SCHEDULING ORDER be modified to extend the deadline for expert witness 

disclosures to July 21, 2020, and for supplemental disclosure and disclosure of rebuttal experts 

under Fed. R. Civ. Pc. 26(a)(2)(c) be extended to September 4, 2020.

6.) That the SCHEDULING ORDER be modified to continue the pre-trial conference to 

January 29, 2021 at 10:00 a.m. Joint pretrial statement will be due January 22, 2021.

7.) That the SCHEDULING ORDER be modified to continue jury trial in this matter to 

March 1, 2021.

DATED: 2/6/2020 /s/ John A. Mendez_________________

HON. JOHN A. MENDEZ

UNITED STATES DISTRICT JUDGE

41698465.1

41707524.1

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