Docket Control Order
Docket Control Order
The Court shall hold a Rule 16(b) initial pretrial scheduling and discovery conference
on Wednesday, April 10, 2019 at 1:00 p.m. The conference will be conducted by telephone
at phone number (877) 336-1828 and code 4740041 and will be attended by at least counsel
The parties are directed to confer pursuant to Federal Rule of Civil Procedure 26(f)
and file with the Court, at least seven (7) days before the scheduled Rule 16(b) conference,
a joint proposed scheduling and discovery plan reflecting the Rule 26(f) criteria and
including the deadlines listed in the Court’s standard Scheduling Order. 1 The parties or their
and [email protected] no later than two (2) business days before the
scheduled Rule 16(b) conference. The undersigned will address any disagreements between
1
The Scheduling Order can be accessed online at the Court’s website: https://www.txwd.uscourts.gov/judges-
information/standing-orders/
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During the Rule 26(f) meeting, the parties or their counsel shall discuss the nature
and basis of their claims and defenses, the possibilities for a prompt settlement or resolution
of the case, and the scope and type of discovery, including electronic discovery. The parties
shall also make or arrange for the disclosures required by Rule 26(a)(1) and develop their
joint proposed scheduling/discovery plan. These are the minimum requirements for
the meeting. The parties are also encouraged to have a comprehensive discussion and are
required to approach the meeting cooperatively and in good faith. The discussion of claims
resolution of the case, the parties are required to explore the feasibility of ADR between
themselves as well. If the parties elect not to participate in an early ADR effort, the Court
In addressing the Rule 26(a)(1) disclosures, the parties shall discuss the appropriate
timing, form, scope, or requirement of the initial disclosures, keeping in mind that
Rule 26(a)(1) contemplates the disclosures will be made by the date of the Rule 16(b) initial
scheduling conference and will include at least the categories of information listed in
the rule. Rule 26 affords the parties flexibility in the scope, form, and timing of disclosures
under both Rule 26(a)(1) (initial disclosures) and Rule 26(a)(2) (expert witness disclosures),
but the parties' agreement on disclosures is subject to approval by the undersigned. In their
discussion of disclosures, counsel shall address issues of relevance in detail, with each party
identifying what it needs and why. The discussion shall include the sequence and timing of
formally and whether it should be conducted in phases to prepare for settlement discussions
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In addressing electronic discovery, the parties shall discuss what electronic sources
each party will search, difficulty of retrieval, preservation of records, the form of production
production and which party will bear the cost, privilege/waiver issues, and any other
electronic discovery issues present in the case. Before engaging in the Rule 26 discussion,
the parties should determine who is most familiar with the client's computer system, what
electronic records the client maintains, how the client's electronic records are stored, the
difficulty/ease of retrieving various records, the existence and terms of the client's document
retention/destruction policy, and whether the client has placed a "litigation hold" preventing
(1) The parties will confer and fully comply with Federal Rule of Civil
Procedure 37(a)(2) and Local Rule AT-4(e) by undertaking sincere and good-faith
(2) If reasonable, good faith efforts are made by all parties to resolve the dispute(s)
without success, the parties will then schedule a telephonic conference with the
undersigned to resolve the disputes BEFORE filing any motion. Filing a motion
before exhaustion of these steps may result in summary denial of a compel motion.
(3) If the conference does not resolve the dispute, the Court will then entertain a motion
to compel, for sanctions, for protective order, or for other relief. The moving party
shall comply with Federal Rule of Civil Procedure 37(a)(2) and Local Rule AT-4(e)
in preparing such motion and will submit the appropriate certifications to the Court.
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(4) The Court may refuse to hear any discovery motion for noncompliance with any of
the above, including failure to make a good faith effort to resolve the dispute.
The Court may also award costs and / or reasonable attorney’s fees for noncompliance
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