Order for Initial Pretrial and Scheduling Conference and Order to Disclose Interested Persons. Initial Conference Set for 6/11/2026 at 09:30 AM Before Judge David S Morales. Parties Notified. (ntg2)

Document #6 Filed 03/30/2026 · 9 pages · District Court, S.D. Texas · View original PDF

1Counsel for each party or each pro se party shall appear by Zoom for an initial pretrial and scheduling conference before:

United States District Judge David S. Morales on June 11, 2026, at 9:30 a.m.

Join ZoomGov Meeting https://www.zoomgov.com/j/1615444251?pwd=R3g5ZnBwdVpvVkFCUlBVS211UXZ4 QT09 Meeting ID: 161 544 4251 Password: 020679

2Counsel for each party shall file with the clerk within fifteen (15) days of the receipt of this Order, a certificate listing all persons, associations of persons, firms, partnerships, corporations, affiliates, parent corporations, or other entities that are financially interested in the outcome of this litigation. If a group can be specified by a general description, individually listing the group is not necessary. Underline the name of each corporation whose securities are publicly traded. If new parties are added or if additional persons or entities who are financially interested in the outcome of the litigation are identified at any time during the pendency of this litigation, then each counsel shall promptly file an amended certificate with the clerk.

3FED. R. CIV. P. 4(m) requires defendant(s) to be served within ninety (90) days after the filing of the complaint. Failure of plaintiff(s) to file proof of service within ninety (90) days after the filing of the complaint may result in dismissal of this action by the Court on its own initiative.

4After the parties meet as required by FED. R. CIV. P. 26(f), counsel shall prepare and file not less than fourteen (14) days before the Initial Pretrial Conference a joint report of meeting and joint discovery/case management plan containing the information required on the attached form (Instructions for Preparation of the Joint Report of the Meeting and Joint Discovery/Case Management Plan).

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5The Court will enter a Scheduling Order and may rule on any pending motions at or before the Initial Pretrial Conference. See LOCAL RULE 7 regarding motion practice and submission dates. The attached Proposed Scheduling Order is a suggestion of dates sent by the Court for review by the parties; nevertheless, counsel must be prepared to justify any departures from the deadlines of the Proposed Scheduling Order.

6Counsel who file(s) or remove(s) an action must serve a copy of this Order for Conference and Disclosure of Interested Parties and its attachments with the summons and complaint or with the notice of removal.

7Attendance by an attorney who has authority to bind the party is required at the Initial Pretrial Conference.

8Counsel shall discuss with their clients and each other whether alternative dispute resolution is appropriate and at the Pretrial Conference shall advise the Court of the results of their discussions.

9In order to promote electronic access to case files while also protecting personal privacy and other legitimate interests, all parties must comply with General Order 2003-4 of this Court by refraining from including, or redacting where inclusion is necessary, the following personal identifiers from all pleadings filed with the Court, including exhibits thereto, whether filed electronically or in paper form, unless otherwise ordered by the Court:

a. Social Security numbers: If an individual’s social security number must be

included in a pleading, only the last four digits of that number should be used. b. Names of minor children: If the involvement of a minor must be mentioned,

only the initials of that child should be used. c. Dates of birth: If an individual’s date of birth must be included in a pleading,

only the year should be used. d. Financial account numbers: If financial account numbers are relevant, only

the last four digits of these numbers should be used. General Order 2003-4 does not apply to social security and financial account numbers in Bankruptcy Court filings and does not apply to any cases brought pursuant to Section 205(g) of the Social Security Act, 42 U.S.C. § 405(g).

10Failure to comply with this Order may result in sanctions, including dismissal of the action, entry of a default judgment, and/or assessment of fees and costs.

11Pro Se Litigants are equally bound by the requirements imposed upon counsel in this Order.

By Order of the Court 3 / 9

Instructions for Preparation of the Joint Report of the Meeting and Joint Discovery/Case Management Plan Under Federal Rule of Civil Procedure 26 FED. R. CIV. P. 26 provides for required disclosures and discovery planning. The parties are ordered to familiarize themselves with Rule 26 and to prepare a report of their meeting and a case management plan as required by the Rule. Please restate the following instructions when providing the requested information. 1.

State when the Rule 26 Conference of the parties was held and identify the counsel who attended for each party. 2.

List any cases related to the present action that are pending in any state or federal court, with the style, case number, court, and a brief description of the case. 3.

Briefly describe the pertinent facts and legal theories upon which the present action is based. 4.

Specify the allegation of federal jurisdiction. Indicate whether the parties agree or disagree with the allegation. If the parties disagree, indicate the nature of the disagreement. 5.

List any additional parties who may be included, when they can be added, and which party desires to bring them into the litigation. In diversity jurisdiction cases, this item is intended to trigger the disclosure requirement of TEX. CIV. PRAC. & REM. CODE § 33.004(d) and TEX. R. CIV. P. 194.2(b). 6.

List any anticipated interventions. 7.

If this is a class action, describe any issues regarding certification of the class. 8.

State whether each party represents that it has made the initial disclosures required by Rule 26(a). If not, describe the arrangements that have been made to complete the disclosures. 9.

Describe the proposed discovery plan the parties have agreed upon, including: A.

Responses to all the matters raised in Rule 26(f). B.

When and to whom Plaintiff(s) anticipate(s) sending interrogatories. C.

When and to whom Defendant(s) anticipate(s) sending interrogatories.

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When and from whom Plaintiff(s) anticipate(s) taking oral depositions. E.

When and from whom Defendant(s) anticipate(s) taking oral depositions. F.

When Plaintiff(s) (or the party with the burden of proof on an issue) will be able to designate experts and provide the reports required by Rule 26(a)(2)(B), and when the opposing party will be able to designate responsive experts and provide their reports. G.

List expert depositions Plaintiff(s) (or the party or parties with the burden of proof on an issue) anticipate(s) taking and their anticipated completion date. H.

List expert depositions the opposing party or parties anticipate(s) taking and their anticipated completion date. 10.

If the parties do not agree on a part of the discovery plan, describe the separate views and proposals of each party. 11.

Specify the discovery, beyond initial disclosures, that has been undertaken to date.

12State the date the planned discovery can reasonably be completed.

13Describe the possibilities for a prompt settlement or resolution of the case that were discussed in the Rule 26 Conference, including the suitability of this case for mediation or other alternative dispute resolution. Include the anticipated date for the provision of a settlement demand by any party seeking affirmative relief.

14If all parties consent, a Federal Magistrate Judge may hear both jury and non-jury trials. Indicate whether or not all parties consent to a trial before a Magistrate Judge.

(YES/NO)

15State whether a jury demand has been made, and if so, whether it was made on time.

16Specify the combined total number of hours it will take both parties to present the evidence in this case.

17List pending motions that could be ruled on at the Initial Pretrial Conference.

18List other pending motions.

19Indicate other matters peculiar to this case—including discovery—that deserve the special attention of the Court at the Initial Pretrial Conference.

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20Certify that all parties have filed Certificates of Interested Parties—as directed in the Order of Conference and Disclosure of Interested Parties—listing the date of filing for the originals and any amendments to the Certificates.

21List the names, bar numbers, addresses, telephone numbers, facsimile numbers, and electronic mail addresses of all counsel and pro se parties. By each of our signatures below, Counsel represent that each understands that the Court will rely on these representations in entering its Scheduling Order. Counsel for Plaintiff(s)

Date

Counsel for Defendant(s)

Date

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