ORDER DIRECTING IMMEDIATE MEET AND CONFER AND EXPEDITED SUBMISSION OF A JOINT LETTER BRIEF
[Re: ECF Nos. 1, 2]
LAUREL BEELER, Magistrate Judge.
On July 23, 2015, for an arbitration pending in Dallas, Texas, claimant Tang Energy Group submitted a witness list that included non-party Cedric Chao. (Chao Decl., ECF No. 1-1, ¶ 17 & Ex. C.1). Mr. Chao represents two companies named as respondents in the arbitration, Aviation Industry Corporation of China and China Aviation Industry General Aircraft Co., Ltd.; according to Mr. Chao, they are not signatories to the arbitration agreement and have objected to their inclusion in the arbitration. (Id. ¶¶ 10-12.) Tang Energy Group's counsel Robert Jenevein applied to the arbitration panel for, and the panel issued, a subpoena for Mr. Chao's testimony before the panel in Dallas, Texas, on August 10, 2015, at 9:30 a.m. (Id. ¶ 18.). Mr. Jenevein's associate emailed and faxed the subpoena to Mr. Chao on July 29, 2015, while Mr. Chao was out of the country. (Id. ¶¶ 19-20.) On August 3, 2015, Mr. Chao received the subpoena by certified mail. (Id. ¶ 21.)
To avoid any dispute before the arbitration panel on the validity of the subpoena, Mr. Chao moved to quash the subpoena on the following grounds: (1) it was not properly served and even if it was, it directs an appearance more than 100 miles from Mr. Chao's principal place of business, in violation of Fed. R. Civ. P. 45(c)(1)(A) and 45(d)(3)(A)(ii); (2) it is invalid because it is directed to opposing counsel without any justifying circumstances; (3) it is invalid because it calls for information that is protected from disclosure under either attorney-client privilege or the attorney work-product doctrine; (4) it seeks testimony on issues that are not arbitrable; and (5) the subpoena is harassment, which is demonstrated by its attempt to gain protected and privileged information. (Motion, ECF No. 1 at 3, 16-27.) Mr. Chao asked for a shortened briefing and hearing schedule, with an opposition due August 5, 2015, a reply due August 6, 2015, and an August 7, 2015 hearing. (Motion to Shorten Time, ECF No. 2.) Given the timing, the court orders the following process.
Lead counsel must confer by any means (including email) by Wednesday, August 5, 2015, at 9:00 a.m. Pacific time. Lead counsel then must confer by telephone by 10:00 a.m. Pacific time. If that process does not resolve the dispute, then Tang Energy Group must e-mail Mr. Chao (or his designee) a five-page letter brief by 2:00 p.m. Pacific time. The court suggests that Tang Energy Group focus its efforts only on the five challenges that Mr. Chao raises. Mr. Chao then has until 5:00 p.m. Pacific time to add a three-page reply to Tang Energy Group's letter and then e-file it as a joint letter brief. The brief must be filed on ECF under the Civil Events category of "Motions and Related Filings > Motions — General > Discovery Letter Brief." (This process is a modification of the court's discovery-dispute procedures set forth in its standing order, which is attached.) The court will look at the letter and either set it for hearing or order the appropriate relief. The parties are advised that if the court sets a hearing, it likely will be some time on Thursday, August 6, 2015, during a break in trial. If this process resolves the dispute, Mr. Chao must notify the court by 5:00 p.m. Pacific time on August 5, 2015.
IT IS SO ORDERED.
UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN FRANCISCO DIVISION
STANDING ORDER FOR UNITED STATES MAGISTRATE JUDGE LAUREL BEELER (Effective October 21, 2014)
Parties must comply with the procedures in the Federal Rules of Civil and Criminal Procedure, the local rules, the general orders, this standing order, and the Northern District's general standing order for civil cases titled "Contents of Joint Case Management Statement." These rules and a summary of electronic filing requirements (including the procedures for emailing proposed orders to chambers) are available at http://www.cand.uscourts.gov (click "Rules" or "ECF-PACER"). A failure to comply with any of the rules may be a ground for monetary sanctions, dismissal, entry of judgment, or other appropriate sanctions.
A. CALENDAR DATES AND SCHEDULING
1. Motions are heard each Thursday: civil motions at 9:30 a.m. and criminal motions at 10:30 a.m. Case management conferences are every Thursday: criminal cases at 10:30 a.m. and civil cases at 11:00 a.m. Parties must notice motions under the local rules and need not reserve a hearing date in advance if the date is available on the court's calendar (click "Calendars" at http://www.cand.uscourts.gov). Depending on its schedule, the court may reset or vacate hearings. Please call courtroom deputy Lashanda Scott at (415) 522-3140 with scheduling questions.
B. CHAMBERS COPIES
2. Under Civil Local Rule 5-1(b), parties must lodge a paper "Chambers" copy of any filing. The chambers copy must have the ECF header on each page, use exhibit tabs, and be three-hole-punched and two-sided unless another format makes more sense (e.g., for spreadsheets, pictures, or exhibits). Parties need not submit copies of certificates of service, certificates of interested entities or persons, consents or declinations to the court's jurisdiction, stipulations that do not require a court order (see Local Civil Rule 6-1), and notices of appearance or substitution of counsel. Please read Civil Local Rule 79-5 carefully regarding the requirements for filing documents under seal and providing copies.
C. CIVIL DISCOVERY
3. Evidence Preservation. After a party has notice of this order, it must take the steps needed to preserve information relevant to the issues in this action, including suspending any document destruction programs (including destruction programs for electronically-maintained material).
4. Production of Documents In Original Form. When searching for material under Federal Rule of Civil Procedure 26(a)(1) or after a Federal Rule of Civil Procedure 34(a) request, parties (a) must search all locations — electronic and otherwise — where responsive materials might plausibly exist, and (b) to the maximum extent feasible, produce or make available for copying and/or inspection the materials in their original form, sequence, and organization (including, for example, file folders).
5. Privilege Logs. If a party withholds material as privileged, see Fed. R. Civ. P. 26(b)(5) and 45(d)(2)(A), it must produce a privilege log that is sufficiently detailed for the opposing party to assess whether the assertion of privilege is justified. The log must be produced as quickly as possible but no later than fourteen days after its disclosures or discovery responses are due unless the parties stipulate to, or the court sets, another date. Unless the parties agree to a different logging method, privilege logs must contain the following: (a) the title and description of the document, the number of pages, and the Bates-number range; (b) the subject matter or general nature of the document (without disclosing its contents); (c) the identity and position of its author; (d) the date it was communicated (or prepared, if that is the more relevant date); (e) the identity and position of all addressees and recipients of the communication; (f) the document's present location; (g) the specific basis for the assertion that the document is privileged or protection (including a brief summary of any supporting facts); and (h) the steps taken to ensure the confidentiality of the communication, including an affirmation that no unauthorized persons received the communication.
6. Expedited Procedures for Discovery Disputes. The parties may not file formal discovery motions. Instead, and as required by the federal rules and local rules, the parties must meet and confer to try to resolve their disagreements. See Fed. R. Civ. P. 37(a)(1); Civil L. R. 37-1. Counsel may confer initially by email, letter, or telephone to try to narrow their disputes. After trying those means, lead trial counsel then must meet and confer in person to try to resolve the dispute. (If counsel are located outside of the Bay Area and cannot confer in person, lead counsel may meet and confer by telephone.) Either party may demand such a meeting with ten days' notice. If the parties cannot agree on the location, the location for meetings will alternate. Plaintiff's counsel will select the first location, defense counsel will select the second location, and so forth. If the parties do not resolve their disagreements through this procedure, lead counsel must file a joint letter brief no later than five days after lead counsels' in-person meet-and-confer. The letter brief must be filed under the Civil Events category of "Motions and Related Filings > Motions — General > Discovery Letter Brief." It may be no more than six pages (12-point font or greater, margins of no less than one inch) without leave of the court. Lead counsel for both parties must sign the letter and attest that they met and conferred in person. Each issue must be set forth in a separate section that includes (1) a statement of the unresolved issue, (2) a summary of each parties' position (with citations to supporting facts and legal authority), and (3) each party's final proposed compromise. (This process allows a side-by-side, stand-alone analysis of each disputed issue.) If the disagreement concerns specific discovery that a party has propounded, such as interrogatories, requests for production of documents, or answers or objections to such discovery, the parties must reproduce the question/request and the response in full either in the letter or, if the page limits in the letter are not sufficient, in a single joint exhibit. The court then will review the letter brief and determine whether formal briefing or future proceedings are necessary. In emergencies during discovery events such as depositions, the parties may contact the court through the court's courtroom deputy pursuant to Civil Local Rule 37-1(b) but first must send a short joint email describing the nature of the dispute to lbpo@cand.uscourts.gov.
D. CONSENT CASES
7. In cases that are assigned to Judge Beeler for all purposes, the parties must file their written consent or declination of consent to the assignment of a United States Magistrate Judge for all purposes as soon as possible. If a party files a dispositive motion (such as a motion to dismiss or a motion for remand), the moving party must file the consent or declination simultaneously with the motion, and the party opposing the motion must file the consent or declination simultaneously with the opposition.
8. The first joint case management conference statement in a case must contain all of the information in the Northern District's standing order titled "Contents of Joint Case Management Statement." Subsequent statements for further case management conferences must not repeat information contained in an earlier statement and instead should report only progress or changes since the last case management conference and any new recommendations for case management.
E. SUMMARY JUDGMENT MOTIONS
9. The parties may not file separate statements of undisputed facts. See Civil L. R. 56-2. Joint statements of undisputed facts are not required but are helpful. Any joint statement must include — for each undisputed fact — citations to admissible evidence. A joint statement generally must be filed with the opening brief, and the briefs should cite to that statement. A reasonable process for drafting a joint statement is as follows: (1) two weeks before the filing date, the moving party proposes its undisputed facts, and (2) one week later, the responding party replies and the parties meet and confer about any disagreements. For oppositions, a responding party may propose additional undisputed facts to the moving party within seven days after the motion is filed and ask for a response within two business days.
IT IS SO ORDERED.