IN THE UNITED STATES DISTRICT COURT

FOR THE SOUTHERN DISTRICT OF OHIO

WESTERN DIVISION

________________________ :

:

Plaintiff(s) :

:

v. :

:

________________________ :

:

Defendant(s) :

Case No. ______________

District Judge Susan J. Dlott

JOINT DISCOVERY PLAN

Now come all parties to this case, by and through their respective counsel, and hereby jointly

submit to the Court this Joint Discovery Plan, pursuant to the Court’s Pretrial Procedure Outline.

The parties conducted their discovery conference on ___________________.

1. MAGISTRATE CONSENT

The Parties:

G unanimously consent to the jurisdiction of the United States Magistrate Judge

pursuant to 28 U.S.C. § 636 (c).

G do not unanimously consent to the jurisdiction of the United States Magistrate Judge

pursuant to 28 U.S.C. § 636 (c).

G unanimously give contingent consent to the jurisdiction of the United States

Magistrate Judge pursuant to 28 U.S.C. § 636 (c), for trial purposes only, in the event

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

of other trial settings, civil or criminal).

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2. RULE 26(A) DISCLOSURES

G There are no changes that need to be made in the timing, form, or requirement for

disclosures under Rule 26(a). All disclosures required by Rule 26(a)(1) have been

made by the parties hereto or will be made by the time of the scheduled Preliminary

Pretrial Conference.

G The parties agree to delay the initial disclosure until _________________. The

purpose of delay is

G to give the Court time to rule on the pending dispositive motion.

G ____________________________________________________________.

3. DISCOVERY ISSUES AND DATES 

A. Describe the subjects on which discovery is to be sought and the nature, extent, and

scope of discovery that each party needs to: (i) make a settlement evaluation; (ii)

prepare for case dispositive motions; and (iii) prepare for trial:

__________________________________________________________________

__________________________________________________________________

________________________________.

__________________________________________________________________

__________________________________________________________________

________________________________.

__________________________________________________________________

__________________________________________________________________

________________________________.

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B. Discovery of Electronically Stored Information. The parties have discussed

disclosure, discovery, and preservation of electronically stored information,

including the form or forms in which it should be produced.

____________Yes

____________ No

(i) The parties have electronically stored information in the following formats:

__________________________________________________________________

__________________________________________________________________

_______________________________.

__________________________________________________________________

__________________________________________________________________

_______________________________.

(ii) The case presents the following issues relating to disclosure, discovery, or

preservation of electronically stored information, including the form or forms in

which it should be produced:

__________________________________________________________________

__________________________________________________________________

_______________________________.

__________________________________________________________________

__________________________________________________________________

_______________________________.

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C. Claims of Privilege or Protection. The parties have discussed issues regarding the

protection of information by a privilege 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.

________Yes

________ No

(i) The case presents the following issues relating to claims of a privilege or of

protection as trial preparation materials:

__________________________________________________________________

__________________________________________________________________

_______________________________.

__________________________________________________________________

__________________________________________________________________

_______________________________.

(ii) Have the parties agreed on a procedure to assert such claims AFTER production?

__________Yes

__________No

__________Yes, and the parties ask that the Court include the following agreement

in the scheduling order:

_________________________________________________________

_________________________________________________________

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D. The parties recommend that discovery 

G need not be bifurcated

G should be bifurcated between liability and damages

G should be bifurcated between factual and expert 

G should be limited in some fashion or focused upon particular issues which

relate to ______________________________________

E. Disclosure and report of plaintiff expert(s) by ________________________

F. Disclosure and report of defendant expert(s) by ________________________

G. Discovery cutoff _________________________

H. Anticipated discovery problems

G ____________________________________________________________.

G None

4. LIMITATIONS ON DISCOVERY

A. Changes in the limitations on discovery

G Extension of time limitations (currently one day of seven hours) in taking of

depositions to __________________.

G Extension of number of depositions (currently 10) permitted to __________.

G Extension of number of interrogatories (currently 25) to ________________.

G Other: ______________________________________________________.

G None

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B. Protective Order 

G A protective order will likely be submitted to the Court on or before

_______________.

G The parties currently do not anticipate the need for a protective order. If the

parties subsequently deem that one is necessary, they will submit a joint

proposed order to the Court. Such order will be in compliance with Shane 

Group, Inc. v. Blue Cross Blue Shield of Michigan, 825 F.3d 299 (6th Cir. 

2016).

5. OTHER COURT ORDERS UNDER RULE 26(C) OR RULE 16(B) AND (C)

G The plaintiff anticipates the need for the Court to set a deadline to allow for the

amendment of the complaint to

G add parties.

G add additional claims.

G add factual allegations to support original claim(s).

G ____________________________________________________________.

Signatures: ____________________ __________________________

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

____________________ ___________________________

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

____________________

Attorney for __________

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