UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF OHIO

WESTERN DIVISION

Sarah Campbell Case No. 1 :t7-cv-00544-TSB

2

P1aintiff(s),

vs.

I s. Black District Judge Tlmothy

Magistrate Judge

Oracle Financial Group, LLC RULE 26(f}REP ORT OF P ARTIES

(to be filed not later than seven

da ys prior to the pre limina ry pre tria l

De fe nda nt(s). conference)

November 27, 2017

1. Pursua nt to Fe d. R. Civ. P. 26(f], a me e ting wa s he ld on 9

and was attended by :

Marc E. Dan Campbell

7 counse l for p1a intiH`(s) S 3 ra h

Emily c. white Campbeil , counsel for p1aintiff(s) Sara h q

9 counsel for p1aintiff(s) 5

David J. Oberly 7

Oracle Financial Group, LLC

counsel for defendant(s) 1

9 counsel for defendant(s) 5

9 counsel tbr defendant(s) >

9 counsel for defendant(s) 71

9.

Case: 1:17-cv-00544-TSB Doc #: 7 Filed: 11/28/17 Page: 1 of 7 PAGEID #: 54
2. The pa rtie s :

ha ve provide d the pre -discove ry disclosure s re quire d by Fe d. R. Civ. P. 26(a )(1),

including a me dica l pa cka ge (if a pplica ble ).

will exchange such disclosures by December4, 2017

are exempt from disclosure under Fed. R. Civ. P. 26(a)(1)(E).

3. The pa rtie s .

unanimously consent to the jurisdiction of the United States Magistrate Judge

pursua nt to 28 U.S.C. § 636(c).

do not una nimously conse nt to the jurisdiction of the Unite d Sta te s Ma gistra te

Judge pursuant to 28 U.S.C. § 636(c).

una nimously give continge nt conse nt to the jurisdiction of the Unite d Sta te s

Magistrate Judge pursuant to 28 U.S.C. § 636(c),for tria l purpose s only, in the

event that the assigned District Judge is unavailable on the date set for trial (e.g.,

be ca use of othe r tria l se ttings, civil or crimina l) .

4. Recommended out-off date for filing of motions directed to the pleadings :

December 18, 20t7

5. Recommended out-off date for filing any motion to amend the pleadings and/or to

add additional parties: December 22, 2017

6. Re comme nde d dis cove ry pla n:

a. Describe the subj ects on which discovery is to be sought and the nature,

ement and scope of discovery that each party needs to: (i) make a

settlement evaluation, (ii) prepare for case dispositive motions, and

(iii) pfepatg for trial; Tho parties may Issued interrogatories,Requests for Production of Documents

andRequestsfor Admlsslons and may engage in depositions regardingDefendant'salleged coltectlon activity,

Including the alleged voice messages left for Plainliff by Defendant, (he defenses asserted by Defendant,

Plalnliffs alleged receipt of the alleged voice messages and Plaintiffs alleged damages.

J

J

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b. Wha t cha nge s should be ma de , if a ny, in the limita tions on discove ry

impose d unde r the Fe de ra l Rule s of Civil Proce dure or the loca l iule s of

this Court, including the limita tions to 25 inte rroga torie s/re que sts for

admissions and the limitations of 10 depositions, each lasting no more than

one day consisting of seven (7) hours?

None at this time.

c. Additional recommended limitations on discovery '

None at this time.

d. Recommended date for the disclosure of lay witnesses :

February 28, 2018

e. Describe the areas 'm which expert testimony is expected and indicate

whether each experc had been or will be speciiically retained within the

meaning of Fed. R. Civ. P. 26<a)(2).

The parties do not expect to utilize experts in this matter.

£ Re comme nde d da te for disclosure a nd re polt of P 1a intiff(s) e xpe rt(s):

N/A

3

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g. Recommended date for disclosure and report of Defendant(s) expert(s) :

NIA

h. Recommended date for disclosure and report of rebuttal expert(s) .

N/A

Discove ry of Ele ctronica lly S tore d Informa tion: The pa rtie s ha ve discusse d

disclosure , discove ry, a nd pre se rva tion of e le ctronica lly store d infOima tion,

including the foml or forms in which it s hould be produce d.

Ye s

No

i. The pa rtie s ha ve e le ctronica lly store d informa tion in the

following forma ts :

None.

ii. The case presents the following issues relating to disclosure,

discove ry or pre se rva tion of e le ctronica lly store d infonna tion,

including the form or forms 'm which it should be produce d'

None at this tlme.

j, Claims ofPrivi1ege or Protection. The parties have discussed issues

re ga rding the prote ction of informa tion by privile ge or the work-product

doctrine, including whether the parties agree to a procedure to assert these

claims after production or have any other agreements under Fed. R. Evid.

502.

v/ Ye s

N o

i.

4

I

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i. The case presents the following issues relating to claims of

privilege or of protection as trial preparation materials :

None at this time.

ii. Have the parties agreed on a procedure io assert such claims

AFTER production?

No

Yes

Yes, and the parties ask that the Court include their agreement in an

order.

7.

9.

Recommended discovely out-off date: M a r c h 3 0 , 2 0 1 8

Recommended dispositive motion date: AP rIl 30, 2018

Recommended date for status conference (if any) : March 2, 2018

10. Suggestions as to type and timing of efforts at Altemative Dispute Resolution'

Settlement conference at the close of discovery.

11. Recommendeddate for a final pretrial conference:

Has a settlement demand been made? Y e s

June 30, 2018

Aresponse? Y e s 12.

Date by which a settlement demand can be made:

Date by which a response can be made:

13. Other matters pertinent to the scheduling or management of this litigation:

Ronald M. Metcho, Esq. of Marshal! Dennehey Warner Coleman & Goggin P.C.,

2000 Market Street, Philadelphia, PA 19103, may seekto be admitted in the matter

pro hac vice if the matter does not resoive prior to or at the December 4, 2017 initial conference.

8.

J

5

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Signaturcs :

Attorney(s) for Dcfendants(s) '

o Bar # . .

Trial Attorney for Oracle Flnandal Group, LLC

Attorncy(s) for Plaintiff(s):

nwvc. 6. Doww\

Qpu mall av'l*\l)ltT5 ll17171 I7)

Ohio Bar# 3 4 4 1 5 _..

Trial Attorney for Sarah Campbel

Zwnl\5 L. v0\1\T<

u " f x v w l l 0 l u \ ' N W l ' l ' \ l u m m )

Ohio Bar# 4 5 0 4 1

Trial Attorney ibr sarah Campbell

Ohio Ba r #

Tria l Attorne y for

Ohio Bar #

Trial Attorney for

Ohio Bar #

Tria l Attorne y for

Ohio Bar #

Trial Attorney for

Ohio Bar #

Trial Attorney tbr

Ohio Ba r #

Tria l Attome y for

Ohio Bar #

Tria l Attorne y for

Rev. 12/2016

6

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CERTIFICATE OF SERVICE

I hereby certify that on November 28, 2017, a copy of foregoing Rule 26(fl

Re port of P a rtie s wa s file d e le ctronica lly. Notice of this filing will be s e nt by

ope ra tion of the Court's e le ctronic filing s ys te m to a ll pa rtie s indica te d on the

e le ctronic filing re ce ipt. P a rtie s ma y a cce s s this filing through the Court's

system.

MARSHALL DENNEHEY WARNER

COLEMAN & GOGGIN, P.C.

..s[_.Qqvid J. Oberly

David J. Oberly (OO88410)

Counselfor Defendant, Oracle Financial

Group, LLC

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