Civil Action __:___-cv-_____

v. Judge ___________________

Magistrate Judge Jolson 

_________________________, 

Defendant. 

RULE 26(f) REPORT 

Pursuant to Federal Rule of Civil Procedure 26(f), a meeting was held on _________ and 

was attended by: 

___________________________________, counsel for plaintiff(s) _______________________, 

___________________________________, counsel for plaintiff(s) _______________________, 

___________________________________, counsel for defendant(s) _____________________, 

___________________________________, counsel for defendant(s) _____________________, 

Counsel represent that, during the meeting, they engaged in a meaningful attempt to meet and 

confer on the matters outlined below. 

1. CONSENT TO MAGISTRATE JUDGE

Do the parties consent to Magistrate Judge jurisdiction pursuant to 28 U.S.C. § 636(c)? 

_____ Yes _____ No 

2. INITIAL DISCLOSURES

Have the parties agreed to make initial disclosures? 

_____ Yes _____ No 

If yes, such initial disclosures shall be made by _________. 

IN THE UNITED STATES DISTRICT COURT 

FOR THE SOUTHERN DISTRICT OF OHIO 

EASTERN DIVISION 

_________________________, 

Plaintiff, 

within 60 days of the Court's

ruling on the pending Motion to 

Dismiss.

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_________. 

4. PARTIES AND PLEADINGS

a. The parties agree that any motion to amend the pleadings or to join additional parties

shall be filed by _________.

b. If the case is a class action, the parties agree that the motion for class certification shall be

filed by _________.

5. MOTIONS

a. Are there any pending motion(s)?

_____ Yes _____ No

If yes, indicate which party filed the motion(s), and identify the motion(s) by name and

docket number:

b. Are the parties requesting expedited briefing on the pending motion(s)?

_____ Yes _____ No

If yes, identify the proposed expedited schedule:

Opposition to be filed by _________; Reply brief to be filed by _________.

6. ISSUES

Jointly provide a brief description of case, including causes of action set forth in the complaint, 

and indicate whether there is a jury demand: 

3. VENUE AND JURISDICTION

Are there any contested issues related to venue or jurisdiction? 

_____ Yes _____ No 

If yes, the parties agree that any motion related to venue or jurisdiction shall be filed by 

Defendants' Motion to Dismiss (already filed) argues for abstention. That is the only

contested issue related to venue or jurisdiction that the parties foresee at this time. 

Defendants' Motion to Dismiss - Docket No.6 

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7. DISCOVERY PROCEDURES

a. The parties agree that all discovery shall be completed by _________. The parties agree

to schedule their discovery in such a way as to require all responses to discovery to be

served prior to the cut-off date, and to file any motions relating to discovery within the

discovery period unless it is impossible or impractical to do so.

b. Do the parties anticipate the production of ESI? _____ Yes _____ No

If yes, describe the protocol for such production:

c. Do the parties intend to seek a protective order or clawback agreement?

If yes, such order or agreement shall be produced to the Court by _________.

8. DISPOSITIVE MOTIONS

a. Any dispositive motions shall be filed by _________.

b. Are the parties requesting expedited briefing on dispositive motions?

_____ Yes _____ No

If yes, identify the proposed expedited schedule:

Opposition to be filed by _________; Reply brief to be filed by _________.

9. EXPERT TESTIMONY

a. Primary expert reports must be produced by _________.

b. Rebuttal expert reports must be produced by _________.

10. SETTLEMENT

Plaintiff will a make a settlement demand by _________. Defendant will respond by 

_________. The parties agree to make a good faith effort to settle this case. The parties 

understand that this case will be referred to an attorney mediator, or to the Magistrate Judge, for 

a settlement conference during this Court’s settlement week. The parties request the following 

week: 

March 20__; June 20__; September 20__; December 20__ 

The parties do not anticipate a protective order or clawback agreement being sought

The parties do not anticipate expert testimony.

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Attorney for Plaintiff(s): Attorney for Defendant(s): 

___________________________ ___________________________ 

Counsel for _________________ Counsel for _________________ 

Bar # ______________________ Bar # ______________________ 

___________________________ ___________________________ 

Counsel for _________________ Counsel for _________________ 

Bar # ______________________ Bar # ______________________ 

___________________________ ___________________________ 

Counsel for _________________ Counsel for _________________ 

Bar # ______________________ Bar # ______________________ 

Date: __________ 

In order for the conference to be meaningful, the parties agree to complete all discovery that may 

affect their ability to evaluate this case prior to the beginning of settlement week. The parties 

understand that they will be expected to comply fully with the settlement week orders which 

require, inter alia, that settlement demands and offers be exchanged prior to the conference and 

that principals of the parties attend the conference. 

11. RULE 16 PRETRIAL CONFERENCE

Do the parties request a scheduling conference? 

_____ Yes, the parties would like a conference with the Court prior to it issuing a scheduling 

order. The parties request that the conference take place _______ in chambers _____ by 

telephone. 

_____ No, a conference is not necessary; the Court may issue a scheduling order after 

considering this Report. 

Magistrate Judge Jolson will provide case conferencing instructions for each case, which provide 

for the use of the AT&T Telephone Conferencing Service. Unless an order of the Court states 

otherwise, the parties shall use those instructions for all telephonic conferences held in that case. 

12. OTHER MATTERS

Indicate any other matters for the Court’s consideration: 

Signatures: 

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