Ortega v. Management and Training Corporation
ORDER by Magistrate Judge Stephan M. Vidmar SETTING a Settlement Conference for May 3, 2017, at 9:00 a.m. in Las Cruces - 360 Doña Ana Courtroom. (sg)
IN THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF NEW MEXICO
No. 16-cv-0665 MV/SMV
MANAGEMENT AND TRAINING
ORDER SETTING SETTLEMENT CONFERENCE
THIS MATTER is before the Court pursuant to a telephonic status conference held on
January 24, 2017.
To facilitate a final disposition of this case, a mandatory Settlement
Conference will be conducted in accordance with Rule 16(a)(5) of the Federal Rules of Civil
Procedure. The conference will be held on May 3, 2017, at 9:00 a.m. in the Doña Ana
Courtroom, United States Courthouse at 100 North Church Street in Las Cruces,
The parties or a designated representative, other than counsel of record, with full
authority to resolve the case, must attend in person. Counsel who will try the case must also
attend in person.
Counsel are encouraged to read “Keys to a Successful Mediation” by
Judge James A. Hall prior to the settlement conference.1
Those attending the settlement
conference must treat as confidential the information discussed, positions taken, and offers made
For ease of reference, the Court has posted the article on its website, and the article may be accessed at
by other participants in preparation for and during the conference.2 See generally Hand v.
Walnut Valley Sailing Club, No. 11-3228, 2012 WL 1111137 (10th Cir. Apr. 2, 2012)
(unpublished) (affirming dismissal of case as sanction for violating confidentiality of settlement
conference). Counsel shall advise their clients regarding appropriate attire for appearance in
No later than April 14, 2017, Plaintiff3 shall serve on Defendant a letter setting forth at
least the following information: (a) a brief summary of the evidence and legal principles that
Plaintiff assert will allow it to establish liability; (b) a brief explanation of why damages or other
relief would be warranted; (c) an itemization of the principles supporting those damages; and
(d) a settlement demand.
No later than April 21, 2017, Defendant shall serve on Plaintiff a letter that sets forth at
least the following information: (a) any points in Plaintiff’s letter with which the defense agrees;
(b) any points in Plaintiff’s letter with which the defense disagrees, with references to supporting
evidence and legal principles; and (c) a counteroffer.4 If a release is contemplated, defense
counsel shall include a proposed form of release with the letter.
Each of these letters typically should be five pages or fewer, and counsel must ensure that
each party reads the opposing party’s letter before the Settlement Conference. If the case does
This does not prohibit disclosures stipulated to by the parties, necessary in proceedings to determine the existence
of a binding settlement agreement, or as otherwise required by law.
Herein, the terms “Plaintiff” and “Defendant” shall encompass both singular and plural meanings.
If the parties have engaged in settlement negotiations, Plaintiff’s demand should be lower than Plaintiff’s most
recent demand, and Defendant’s counteroffer should be higher than Defendant’s most recent counteroffer.
not settle, Plaintiff shall provide copies of these letters to the Court no later than 12:00 p.m.
on April 28, 2017. Otherwise, the letters will be kept confidential.
It has been the Court’s experience that disagreement over special damages—e.g., past
medical expenses, lost wages, property damages—often presents an obstacle to settlement.
Therefore, if Plaintiff is claiming special damages, Plaintiff’s letter must itemize such special
damages and state the exact dollar amount Plaintiff is claiming for each category. If Defendant
disagrees with the amount of special damages listed in Plaintiff’s letter, Defendant’s letter must
state the exact dollar amount Defendant believes to be correct for each category. In other words,
if Plaintiff claims $1,000 in past medical expenses, and Defendant believes the correct amount of
past medical expenses is $500, Defendant’s letter must clearly state that Plaintiff’s past medical
expenses amount to $500. It is insufficient simply to say, “Defendant disagrees that Plaintiff has
$1,000 in past medical expenses.” If there is a dispute over any item of special damages, counsel
will be required to do two things. First, lead trial counsel for Plaintiff and lead trial counsel for
Defendant must meet (in person or telephonically) prior to the settlement conference to try to
resolve the dispute. Counsel are specifically instructed to talk to each other; an exchange of
emails or correspondence is insufficient. Second, if the dispute cannot be resolved, lead trial
counsel for Plaintiff and lead trial counsel for Defendant will each bring with them to the
settlement conference all documentation supporting their position on special damages and will be
prepared to personally argue their position. This duty cannot be delegated to an associate, a
party representative, or an insurance representative.
The Court will expect each lead trial
counsel to be prepared to present his or her case on special damages.
No later than 12:00 p.m. on April 28, 2017, each party must provide the Court, in
confidence, a concise position statement (typically no more than ten pages) containing an
analysis of the strengths and weaknesses of its case and the names of the individuals who will be
attending the conference and in what capacity. Position statements must be submitted to the
Court by e-mail at VidmarChambers@nmcourt.fed.us.5
Furthermore, if any party has in its possession any video or audio recording of the
incident upon which this action is based, that party must submit a copy of the recording to the
Court no later than 12:00 p.m. on April 28, 2017.
The Settlement Conference will not be vacated or rescheduled except upon motion and
for good cause shown. Any motion to vacate or reschedule the Settlement Conference shall
provide the Court with sufficient notice to ensure that other matters may be scheduled in the time
allotted for the Settlement Conference.
The Court may contact counsel ex parte prior to the Settlement Conference to discuss the
IT IS THEREFORE ORDERED as follows:
Plaintiff’s letter and settlement demand
due to Defendant:
April 14, 2017
Defendant’s letter and counteroffer
due to Plaintiff:
April 21, 2017
Plaintiff provides copies of settlement letters
to the Court by:
April 28, 2017, at 12:00 p.m.
Each e-mail message and its attachments cannot exceed 5 MB. Data exceeding 5 MB should be submitted in
individual e-mail messages, each less than 5 MB.
Parties’ confidential position statements
due to the Court:
April 28, 2017, at 12:00 p.m.
May 3, 2017, at 9:00 a.m.
IT IS SO ORDERED.
STEPHAN M. VIDMAR
United States Magistrate Judge
Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.
Why Is My Information Online?