Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-4_14-cv-04646/USCOURTS-cand-4_14-cv-04646-1/pdf.json

Parties Involved:
JDA Software, Inc.
Defendant
James Woo
Plaintiff

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United States District Court

Northern District of California

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

JAMES WOO,

Plaintiff,

v.

JDA SOFTWARE, INC.,

Defendant.

Case No. 14-cv-04646-KAW 

CASE MANAGEMENT AND PRETRIAL 

ORDER FOR JURY TRIAL

1. TRIAL DATE

a. Jury trial will begin on March 21, 2016 at 9:00 a.m. at the U.S. District Court, 1301 

Clay Street, Oakland, California. Jury selection will begin on March 18, 2016 at 9:00 a.m. For 

courtroom number and floor information, please check the Court’s on-line calendar at 

www.cand.uscourts.gov/judgeswkcal one week prior to trial, or call Susan Imbriani (Judge 

Westmore’s Courtroom Deputy) at (510) 637-3525.

b. The length of the trial will be not more than 5 to 7 days, not including jury 

selection. The Court may shorten the allotted time as it deems appropriate, and may also allocate 

a fixed number of hours for each side. Court hours for trial normally are 9:00 a.m. to 3:00 p.m., 

subject to the Court’s availability.

2. DISCOVERY AND EXPERT DISCLOSURES

a. All non-expert discovery shall be completed by October 20, 2015. 

b. Experts shall be disclosed and reports provided by October 20, 2015.

c. Rebuttal experts shall be disclosed and reports provided by November 3, 2015.

d. All discovery from experts shall be completed by November 17, 2015.

3. PRETRIAL MOTIONS

a. The last day for hearing dispositive motions shall be December 17, 2015. 

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b. Only one summary judgment motion may be filed by each side, absent leave of 

court. Leave of court may be sought if multiple parties comprise one or both sides. 

Leave of court may be obtained by filing a motion for administrative relief pursuant 

to Civ. L. R. 7-11, or by requesting a case management conference or informal 

telephone conference.

c. Separate statements of undisputed facts in support of or in opposition to motions 

for summary judgment shall NOT be filed. See Civil L. R. 56-2. The parties may 

file a truly joint statement of undisputed facts only if all parties agree that the facts 

are undisputed.

d. Objections to evidence may no longer be filed separately but must be contained 

within the opposition or reply brief or memorandum. Civil L. R. 7-3.

e. Each party filing or opposing a motion shall also serve and file a proposed order 

which sets forth the relief or action sought and a short statement of the rationale of 

decision, including citation of authority that the party requests the court to adopt.

f. Chambers copies of each electronically-filed dispositive motion must include on 

each page the running header created by the ECF system and must be delivered to 

the Clerk's Office by noon the day following its filing. All documents must be 

stapled or bound by a two-pronged fastener, and all exhibits to declarations or 

requests for judicial notice must be tabbed.

g. In addition, counsel shall email copies of all motions for summary judgment in 

standard Word format (.doc or .docx, and not .pdf format) to 

kawpo@cand.uscourts.gov.

4. ALTERNATIVE DISPUTE RESOLUTION/SETTLEMENT CONFERENCE

The Court will address ADR at the next case management conference, currently set for 

May 19, 2015 at 1:30 p.m.

5. PRETRIAL CONFERENCE

a. A pretrial conference shall be held on March 1, 2016 at 3:00 p.m. Lead counsel 

who will try the case (or the party if pro se) must attend. The timing of disclosures required by 

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Federal Rule of Civil Procedure 26(a)(3) and other pretrial disclosures shall be governed by this 

order.

b. By January 29, 2016, thirty (30) days prior to the date of the pretrial conference, 

lead counsel shall meet and confer regarding:

(1) Preparation and content of the joint pretrial conference statement;

(2) Preparation and exchange of pretrial materials to be served and lodged 

pursuant to paragraph 5(c) below; and

(3) Settlement of the action.

c. By February 9, 2016, twenty (20) days prior to the pretrial conference, counsel 

and/or parties shall:

(1) Serve and file a joint pretrial statement that includes the pretrial disclosures 

required by Federal Rule of Civil Procedure 26(a)(3) as well as the 

following supplemental information:

(a) The Action.

(i) Substance of the Action. A brief description of the substance 

of claims and defenses which remain to be decided.

(ii) Relief Prayed. A detailed statement of all the relief claims, 

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.

(b) The Factual Basis of the Action.

(i) 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.

(ii) Disputed Factual Issues. A plain and concise statement of all 

disputed factual issues which remain to be decided.

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(iii) Agreed Statement. A statement assessing whether all or part 

of the action may be presented upon an agreed statement of 

facts.

(iv) Stipulations. A statement of stipulations requested or 

proposed for pretrial or trial purposes.

(c) Disputed Legal Issues.

Without extended legal argument, a concise statement of each 

disputed point of law concerning liability or relief, citing supporting 

statues and decisions.

(d) Trial Preparation.

(i) Witnesses to Be Called. With regard to witnesses disclosed 

pursuant to Federal Civil Rule of Civil Procedure 

26(a)(3)(A), a brief statement describing the substance of the 

testimony to be given.

(ii) Estimate of Trial Time. An estimate of the number of hours 

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.

(iii) Use of Discovery Responses. Designate excerpts from 

discovery that the parties intend to present at trial, other than 

solely for impeachment or rebuttal, from depositions 

specifying the witness page and line references, from 

interrogatory answers, or from responses to requests for 

admission.

(e) Trial Alternatives and Options.

(i) Settlement Discussion. A statement summarizing the status 

of settlement negotiations and indicating whether further 

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negotiations are likely to be productive.

(ii) Amendments, Dismissals. A statement of requested or 

proposed amendments to pleadings or dismissals of parties, 

claims or defenses.

(f) Miscellaneous.

Any other subjects relevant to the trial of the action or material to its 

just, speedy and inexpensive determination.

(2) Serve and file trial briefs (not to exceed 25 pages), which shall specify each 

cause of action and defense remaining to be tried along with a statement of 

the applicable legal standard (no opposition shall be filed);

(3) Serve and file no more than ten motions in limine, which shall be filed in 

one document not to exceed 25 pages;

(4) Serve and file proposed voir dire questions, jury instructions, verdict forms 

and excerpts from discovery that will be offered at trial (include a copy of 

the deposition testimony or admission). The parties shall submit proposed 

jury instructions jointly. If there are any instructions on which the parties 

cannot agree, those instructions may be submitted separately. The parties 

shall submit a jointly prepared proposed form of verdict, or, if the parties 

cannot agree, their respective proposals;

(5) Serve and file an exhibit setting forth the qualifications and experience for 

each expert witness; 

(6) Serve and file a list of each party’s exhibits by number (plaintiff) or letter 

(defendant), including a brief statement describing the substance and 

purpose of each exhibit and the name of the sponsoring witness;

(7) Exchange exhibits which shall be premarked with an exhibit sticker tabbed 

and in binders. Plaintiff shall use numbers (1, 2, 3, etc.) and defendant shall 

use numbers preceded by a letter (A-1, A-2, A-3, etc.). Additional parties 

shall also use a letter preceding numbers (B-1, B-2, B-3, or C-1, C-2, C-3, 

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etc.); and

(8) Deliver three sets of all premarked exhibits to chambers, tabbed and in 

binders (exhibits are not to be filed). The exhibits shall be marked with the 

following tag (or similar):

No party shall be permitted to call any witness or offer any exhibit in its case in chief that 

is not disclosed in its pretrial statement, exchanged with opposing counsel, and delivered to the 

Court, twenty (20) days prior to the pretrial conference, without leave of the Court and for good 

cause. Furthermore, all parties are reminded of their disclosure duties under Federal Rule of Civil 

Procedure 26. Any document or witness that should have been disclosed under Rule 26 will not 

be introduced at trial.

d. By February 19, 2016, ten (10) days prior to the pretrial conference, after meeting 

and conferring in a good faith attempt to resolve any objections, counsel and/or parties shall serve 

and file: (1) any objections to exhibits or to use of deposition excerpts or other discovery; (2) any 

objections to witnesses, including the qualifications of an expert witness; (3) any objection to 

proposed voir dire questions, jury instructions and verdict forms that the parties have been unable

in good faith to resolve; (4) any opposition to a motion in limine. No replies shall be filed. The 

parties shall not file separate objections, apart from those contained in the motions in limine, to the 

opposing party's witness list, exhibit list or discovery designations.

e. All motions shall be heard at the pretrial conference unless otherwise ordered.

6. JURY TRIAL

a. The attached voir dire questionnaire (or similar) shall be given or presented to the 

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

Case No. ___________________

Trial Exhibit ___

Date Admitted__________________

By:________________________

Susan Imbriani

Deputy Clerk

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venire members to be answered orally in Court. Counsel shall submit an agreed upon set of 

additional voir dire questions to be posed by the Court. Any voir dire questions on which counsel 

cannot agree may be submitted separately. Counsel shall be allowed brief follow-up voir dire after 

the Court's questioning.

b. The following jury instructions from the Ninth Circuit Manual of Model Civil Jury 

Instructions (available on the Ninth Circuit website at http://www.ce9.uscourts.gov) shall be given 

absent objection: 1.1-1.2, 1.6-1.14, 1.18, 2.11, 3.1-3.3. Counsel shall submit jointly an agreed 

upon set of case specific instructions, using the Ninth Circuit Manual where appropriate. Do not 

submit duplicates of those listed above. Any instructions on which counsel cannot agree may be 

submitted separately. Each requested instruction shall be typed in full on a separate page with 

citations to the authority upon which it is based and a reference to the party submitting it. A 

second blind copy of each instruction and verdict form shall also be submitted omitting the 

citation to authority and the reference to the submitting party.

7. In addition to electronic filing, Counsel shall email copies of all proposed jury instructions, 

motions in limine, forms of verdict, and trial briefs in standard Word format (.doc or .docx, not 

.pdf format) to kawpo@cand.uscourts.gov.

8. SUMMARY OF DATES

Jury Selection March 18, 2016

Trial March 21, 2016

Pretrial Conference March 1, 2016

Objections February 19, 2016

Joint Pretrial Statement February 9, 2016

Meet and Confer January 29, 2016

Last day to Hear Dispositive Motions December 17, 2015

Close of Expert Discovery November 17, 2015

Rebuttal Expert Disclosure and Reports Provided November 3, 2015

Non-Expert Discovery Cut-off October 20, 2015

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Expert Disclosure and Reports Provided October 20, 2015

A further Case Management Conference is scheduled for May 19, 2015 at 1:30 p.m. The 

parties shall file an updated Joint Case Management Conference Statement by no later than May 

12, 2015.

IT IS SO ORDERED.

Dated: 02/23/2015 ______________________________________

KANDIS A. WESTMORE

United States Magistrate Judge

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JUROR QUESTIONNAIRE

Please fill out this form as completely as possible and print clearly. Since we want to make copies 

for the attorneys and the Court, do not write on the back of any page. If you need more room, 

continue at the bottom of the page. Thank you for your cooperation.

1. Your name:

________________________________________________

2. Your age: _____________

3. The city where you live: ___________________________________

How long have you lived there:______________________________

4. Your place of birth: ______________________________________

5. Do you rent or own your own home? _________________________

6. Your marital status: (circle one)

single married live with partner separated divorced widowed

7. What is your occupation, and how long have you worked in it? (If you are retired, please 

describe your main occupation when you were working).

_______________________________________________________________

_______________________________________________________________

8. Who is (or was) your employer?

_______________________________________________________________

9. Please list the occupations of any adults with whom you live.

_______________________________________________________________

10. If you have children, please list their ages and gender and, if they are employed, please 

give their occupations.

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

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11. Please describe your educational background:

Highest grade completed: _________________________________

College and/or vocational schools you have attended:

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

Major areas of study:______________________________________________

12. Have you ever served on a jury before? ________ How many times?________

If yes: State/County Court _______ Federal Court _______

When? ____________________________________________________

Was it a civil or criminal case? _________________________

Did the jury(ies) reach a verdict? _______________________

13. Have you ever served on a grand jury? ________

If yes: State/County Court _______ Federal Court _______

When? ____________________________________________________

Was it a civil or criminal? _________________________

14. Have you ever served in the military? ________ 

If yes: Country you served ________________

Branch _________________________________

Length of Service ________________________

Last Rank ______________________________

15. Attached is a list of the parties in this case, the law firms representing the parties, attorneys 

in this case, and persons who are potential witnesses in this case. Do you know, or think 

you know, any of the persons listed?

Yes:_____ No:_____

If so, make a checkmark next to their name.

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