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B. Reason for the Change<br />

Paragraph 2: The change is stylistic, to conform the format to the questions<br />

in Paragraphs 1 and 3. A similar change is proposed below in connection<br />

with the final pretrial report. See infra p. 42.<br />

Paragraph 3: The amendment would avoid confusion in the instructions to<br />

counsel. A similar change is proposed below in connection with the final<br />

pretrial report. See infra p. 42.<br />

Paragraph 8(D): This provision should be changed to conform to the style<br />

amendments to the Federal Rules <strong>of</strong> Civil Procedure and correctly specify<br />

the particular subsection under Rule 26(f)(3) which requires the parties<br />

discuss issues relating to electronically stored information. In addition, for<br />

technical accuracy, the phrase “as required by” should be changed to<br />

“pursuant to.”<br />

Paragraph 8(E):<br />

The citation in Section 8(E) <strong>of</strong> the joint status report and discovery plan was<br />

no longer correct after the style amendments to the Federal Rules <strong>of</strong> Civil<br />

Procedure. Therefore, the proposed change would correct the outdated<br />

citation and refer lawyers to the subsection <strong>of</strong> Rule 26(f) which addresses<br />

the parties’ obligation to discuss issues regarding claims <strong>of</strong> privilege or<br />

protection.<br />

The proposed language would provide a mechanism for parties who wish to<br />

have their agreements memorialized in the <strong>court</strong>’s case management order<br />

(or other order) to bring their agreements to the <strong>court</strong>’s attention. This is <strong>of</strong><br />

special significance since the recent passage <strong>of</strong> Federal Rule <strong>of</strong> Evidence<br />

502. Under the new federal rule, an agreement regarding the procedure to<br />

claim privilege/work-product protection after production is binding only on<br />

the parties and will have no effect outside the federal action in which it was<br />

made or on third parties unless the agreement is memorialized in a <strong>court</strong><br />

order. Fed. R. Evid. 502(e). The proposed revision in the <strong>local</strong> rule would<br />

facilitate discussion at the status and scheduling conference. By requiring<br />

the parties to submit a proposed order governing the procedures, the <strong>court</strong><br />

would have the option to include the agreement in the Rule 16(b) case<br />

management order or to issue a separate order.<br />

33

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