Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_05-cv-00244/USCOURTS-cand-3_05-cv-00244-0/pdf.json

Nature of Suit Code: 830
Nature of Suit: Patent
Cause of Action: 35:271 Patent Infringement

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UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

HOLZ LTD.,

Plaintiff(s),

v.

ROBERT JAMES KASHA, et

al.,

Defendant(s).

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No. C05-0244 BZ

ORDER SCHEDULING 

JURY TRIAL AND

PRETRIAL MATTERS

Following the Case Management Conference on June 6,

2005, 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

All dates are scheduled according to the June 7, 2005,

stipulation and scheduling order.

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

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responses pursuant to Rule 26(e) may esult 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 may reply

in 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

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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 or 10 (Windows) or WordPerfect 5.1

(DOS). 

4. EARLY NEUTRAL EVALUATION

This matter has been referred for an Early Neutral

Evaluation to be conducted sixty to ninety days, if

possible. The parties shall promptly notify the Court

whether the case is resolved at the Early Neutral

Evaluation. 

5. SETTLEMENT

This case has been referred for assignment to a

Magistrate Judge to conduct a settlement conference in

March or April 2006 in the event the case is not resolved

earlier. Counsel will be contacted by that judge's

chambers with a date and time for the conference. 

6. PRETRIAL CONFERENCE

Not less than thirty days prior to the date of the

pretrial conference, the parties shall meet and take all

steps necessary to fulfill the requirements of this Order.

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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, motions in limine 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.

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 motions

in limine and objections to witnesses or exhibits will be

heard at the pretrial conference. Not less than ten days

prior to the pretrial conference, the parties shall serve

and file any objections to witnesses or exhibits or to the

qualifications of an expert witness. Motions in limine

shall be filed and served not less than twenty days prior

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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: 1.1-1.12, 2.1-2.2, 3.1-3.3,

3.5-3.8, 4.1-4.3. Do not submit a copy of these

instructions. Counsel must submit a joint request for

Model Patent Jury Instructions, designating by number the

instructions they request. Any instruction on which the

parties cannot agree may be submitted separately. The

Ninth Circuit Manual should be used where possible.

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. 

Otherwise, each requested instruction shall be typed in

full on a separate page with citations to the authority

upon which it is based and 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.

Jury instructions that the Court has given in prior

cases may be downloaded from the Northern District website

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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.

All proposed jury instructions, 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 or 10 (Windows) or WordPerfect 5.1

(DOS).

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: June 7, 2005

/s/Bernard Zimmerman

Bernard Zimmerman

United States Magistrate Judge

G:\BZALL\-BZCASES\HOLZ\CMC.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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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.

 (3) Trial Preparation.

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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.

 (A) Settlement Discussion. A

statement summarizing the

status of settlement

negotiations and indicating

whether further negotiations

are likely to be productive.

 (C) Amendments, Dismissals. A

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statement of requested or

proposed amendments to

pleadings or dismissals of

parties, claims or defenses.

 (D) 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. CV05-00244 BZ Case No. CV05-00244 BZ 

JOINT Exhibit No. JOINT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV05-00244 BZ Case No. CV05-00244 BZ 

JOINT Exhibit No. JOINT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV05-00244 BZ Case No. CV05-00244 BZ 

PLNTF Exhibit No. PLNTF Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV05-00244 BZ Case No. CV05-00244 BZ 

PLNTF Exhibit No. PLNTF Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

USDC USDC

Case No. CV05-00244 BZ Case No. CV05-00244 BZ 

DEFT Exhibit No. DEFT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

Case 3:05-cv-00244-BZ Document 20 Filed 06/08/05 Page 11 of 12
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USDC USDC

Case No. CV05-00244 BZ Case No. CV05-00244 BZ 

DEFT Exhibit No. DEFT Exhibit No. 

Date Entered Date Entered 

Signature Signature 

 

Case 3:05-cv-00244-BZ Document 20 Filed 06/08/05 Page 12 of 12