Bird v. Wells Fargo Bank
ORDER re SETTLEMENT CONFERENCE. Order signed by Magistrate Judge Sheila K. Oberto on 8/16/2017. (Timken, A)
UNITED STATES DISTRICT COURT
EASTERN DISTRICT OF CALIFORNIA
KIMBERLY SUE BIRD,
WELLS FARGO BANK, N.A.,
ORDER re SETTLEMENT CONFERENCE
Case No. 1:16-cv-01130 DAD EPG
This case is set for a Settlement Conference before Magistrate Judge Sheila K. Oberto on
15 September 6, 2017, at 9:30 a.m. at the U. S. District Court, 2500 Tulare Street, Fresno,
16 California 93721.
Consideration of settlement is a serious matter that requires thorough preparation prior to
18 the settlement conference. Accordingly, IT IS HEREBY ORDERED that:
A settlement conference is more likely to be productive if, before the conference, the
Pre-settlement Conference Exchange of Demand and Offer
21 parties exchange written settlement proposals. Accordingly, no later than August 21, 2017,
22 plaintiff’s counsel shall submit a written itemization of damages and settlement demand to each
23 defense counsel with a brief summary of the legal and factual basis supporting the demand. No
24 later August 25, 2017, defense counsel shall submit a written offer to plaintiff’s counsel with a
25 brief summary of the legal and factual basis supporting the offer.
The parties are to send Confidential Settlement Conference Statements (Settlement
Submission and Content of Confidential Settlement Conference Statements
28 Statement) to the following email address: SKOorders@caed.uscourts.gov, to arrive no later than
1 August 30, 2017. Additionally, each party shall file a Notice of Submission of Confidential
2 Settlement Conference Statement (See L.R. 270 (d)).
If the Settlement Conference is continued for any reason, each party must submit a new
4 Settlement Statement that is complete in itself, without reference to any prior Settlement
Settlement Statements must be typed and double spaced. Each Settlement Statement shall
7 include the following:
A brief summary of the core facts, allegations, and defenses.
A summary of the proceedings to date.
An estimate of the cost and time to be expended for further discovery,
pretrial, and trial.
The nature of the relief sought.
An outline of past settlement efforts including information regarding the
"Pre-settlement Conference Exchange of Demand and Offer" required
above (including the itemization of damages), and a history of past
settlement discussions, offers, and demands.
A statement of each party’s expectations and goals for the Settlement
Attendance of Trial Counsel and Parties Required
The attorneys who will try the case and parties with full and complete settlement authority
are required to personally attend the conference. 1 An insured party shall appear by a
representative of the insurer who is authorized to negotiate, and who has full authority to negotiate
and settle the case on any terms. An uninsured corporate party shall appear by a representative
authorized to negotiate, and who has full authority to negotiate and settle the case on any terms.
Insurance carriers, business organizations, and governmental bodies or agencies whose settlement
agreements are subject to approval by legislative bodies, executive committees, boards of directors or the
like shall be represented by a person or persons who occupy high executive positions in the party
27 organization and who will be directly involved in the process of approval of any settlement offers or
agreements. To the extent possible, the representative shall have the authority, if he or she deems it
28 appropriate, to settle the action on terms consistent with the opposing party's most recent demand.
1 It is difficult for a party who is not present to appreciate the process and the reasons that may
2 justify a change in one’s perspective toward settlement. Accordingly, having a client with
3 authority available by telephone is not an acceptable alternative, except under the most
4 extenuating circumstances. 2
The Court expects both the lawyers and the party representatives to be fully prepared to
6 participate. The Court encourages all parties to keep an open mind in order to reassess their
7 previous positions and to discover creative means for resolving the dispute.
The parties shall be prepared to discuss the following at the settlement conference:
Issues to Be Discussed
Goals in the litigation and problems they would like to address in the
settlement conference and understanding of the opposing side’s goals.
The issues (in and outside the lawsuit) that need to be resolved.
The strengths and weaknesses of their case.
Their understanding of the opposing side’s view of the case.
Their points of agreement and disagreement (factual and legal).
Any financial, emotional, and/or legal impediments to settlement.
Whether settlement or further litigation better enables the accomplishment
of their respective goals.
Any possibilities for a creative resolution of the dispute.
The parties are expected to address each other with courtesy and respect, and are
encouraged to be frank and open in their discussions. Statements made by any party during the
settlement conference are not to be used in discovery and will not be admissible at trial.
IT IS SO ORDERED.
August 16, 2017
/s/ Sheila K. Oberto
UNITED STATES MAGISTRATE JUDGE
Out of town or out of state travel and the purchase of an airplane ticket are not extenuating circumstances.
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