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Page 1 of 31 ALN Rule Set Update Details February 1, 2017 FEDERAL APPEALS U.S. Court of Appeals, First Circuit (1CIR)Not Based on Rules Updated Added inadvertently omitted event. Triggers Affected: Order Denying Petition for Rehearing Order Disposing of Interlocutory Injunction of Agency Order Entered U.S. Court of Appeals, Third Circuit (3CIRCT)Updates Effective 2017 Text Added: IOP 2.6.2 Triggers Affected: Notice of Panel’s Intent to Post Video Recording of Oral Argument on Court Website U.S. Court of Appeals, Fifth Circuit (5CIRCT)Updates Effective 4-29-16 Text Updated: ECF E(3)ECF E(2) FEDERAL PROCEDURE Federal Rules of Appellate Procedure (FRAP)Updates Effective 12-1-16 Relevant changes made in all Federal Appellate Courts. Text Updated: 4(a)(4)(B)(ii) Federal Rules of Bankruptcy Procedure (FRBP)Not Based on Rules Updated Event text changed in all U.S. Bankruptcy Courts for better readability. Triggers Affected: Discovery Cutoff triggers

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Page 1 of 31

ALN Rule Set Update Details February 1, 2017

FEDERAL APPEALS

U.S. Court of Appeals, First Circuit (1CIR)—Not Based on Rules Updated

Added inadvertently omitted event.

Triggers Affected:

Order Denying Petition for Rehearing

Order Disposing of Interlocutory Injunction of Agency Order Entered

U.S. Court of Appeals, Third Circuit (3CIRCT)—Updates Effective 2017

Text Added:

IOP 2.6.2

Triggers Affected:

Notice of Panel’s Intent to Post Video Recording of Oral Argument on Court Website

U.S. Court of Appeals, Fifth Circuit (5CIRCT)—Updates Effective 4-29-16

Text Updated:

ECF E(3)ECF E(2)

FEDERAL PROCEDURE

Federal Rules of Appellate Procedure (FRAP)—Updates Effective 12-1-16

Relevant changes made in all Federal Appellate Courts.

Text Updated:

4(a)(4)(B)(ii)

Federal Rules of Bankruptcy Procedure (FRBP)—Not Based on Rules Updated

Event text changed in all U.S. Bankruptcy Courts for better readability.

Triggers Affected:

Discovery Cutoff triggers

Page 2 of 31

Federal Rules of Civil Procedure (FRCP)—Updates Effective 12-1-16

Relevant changes made in all Federal Courts. In addition to updates, 28 U.S.C. event was added and text

changed in all U.S. District Courts based on client feedback and readability.

Text Added:

28 U.S.C. 1715(b) [Not based on rules updated]

Text Updated:

4(m)

Triggers Affected:

Discovery Cutoff triggers

Proposed Settlement of Class Action Filed

INTELLECTUAL PROPERTY

Trademark Rules (TM)—Updates Effective 1-14-17

Events added for user convenience.

Text Removed:

FRCP 56(f)

15 U.S.C. 1071(b)(1)

37 C.F.R. 2.99(d)(1)

37 C.F.R. 2.99(d)(2)

37 C.F.R. 2.101(b)

37 C.F.R. 2.101(c)

37 C.F.R. 2.102(c)

37 C.F.R. 2.105(a)

37 C.F.R. 2.106(b)(2)(iii)

37 C.F.R. 2.119(c)

37 C.F.R. 2.120(a)(1)

37 C.F.R. 2.120(a)(2)

37 C.F.R. 2.120(a)(3)

37 C.F.R. 2.120(e)(1)

37 C.F.R. 2.120(g)(1)

37 C.F.R. 2.120(h)(1)

37 C.F.R. 2.121(c)

37 C.F.R. 2.121(e)

37 C.F.R. 2.122(d)(2)-(e)

37 C.F.R. 2.123(a)(1)

37 C.F.R. 2.125(a)

37 C.F.R. 2.127(a)

37 C.F.R. 2.127(b)

37 C.F.R. 2.127(e)(1)

37 C.F.R. 2.128(a)(3)

37 C.F.R. 2.129(a)

Page 3 of 31

37 C.F.R. 2.129(c)

37 C.F.R. 2.132(a)

37 C.F.R. 2.132(b)

37 C.F.R. 2.132(c)

37 C.F.R. 2.134(b)

37 C.F.R. 2.142(b)

37 C.F.R. 2.142(e)(1)

37 C.F.R. 2.142(f)(3)

37 C.F.R. 2.142(f)(4)

37 C.F.R. 2.145(b)

37 C.F.R. 2.145(c)(1)

37 C.F.R. 2.145(c)(3)

37 C.F.R. 2.145(d)(1)

37 C.F.R. 2.145(d)(2)

37 C.F.R. 2.145(d)(3)

37 C.F.R. 2.145(e)

Text Updated:

2.99(d)(2) (1/14/17)2.99(d)(2)

2.101(b)(2) (1/14/17)2.101(b)(2)

2.101(c) (1/14/17)2.101(c)

2.102(c) (1/14/17)2.102(c)

2.105(a) (1/14/17)2.105(a)

2.113(a) (1/14/17)2.113(a)

2.120(a)(2)(i) (1/14/17)2.120(a)(2)(i)

2.120(a)(2)(ii) (1/14/17)2.120(a)(2)(ii)

2.120(a)(3) (1/14/17)2.120(a)(3)

2.120(h)(1) (1/14/17)2.120(h)(1)

2.121(c) (1/14/17)2.121(c)

2.121(e) (1/14/17)2.121(e)

2.122(d)(2) (1/14/17)2.122(d)(2)

2.122(e)(1) (1/14/17)2.122(e)(1)

2.124(d)(1) (1/14/17)2.124(d)(1)

2.127(a) (1/14/17)2.127(a)

2.127(b) (1/14/17)2.127(b)

2.127(e)(1) (1/14/17)2.127(e)(1)

2.128(a)(3) (1/14/17)2.128(a)(3)

2.129(a) (1/14/17)2.129(a)

2.129(c) (1/14/17)2.129(c)

2.132(a) (1/14/17)2.132(a)

2.132(b) (1/14/17)2.132(b)

2.134(b) (1/14/17)2.134(b)

2.142(b)(1) (1/14/17)2.142(b)(1)

2.142(e)(1) (1/14/17)2.142(e)(1)

2.142(f)(3) (1/14/17)2.142(f)(3)

2.142(f)(4) (1/14/17)2.142(f)(4)

Page 4 of 31

2.145(c)(3) (1/14/17)2.145(c)(3)

2.145(d)(1) (1/14/17)2.145(d)(1)

2.145(d)(3) (1/14/17)2.145(d)(3)

Triggers Removed:

Action on Request for Rehearing, Reconsideration, or Modification of Decision of Director (SELECT FOR

DATE BEFORE 1/14/17)

Decision of Director (SELECT FOR DATE BEFORE 1/14/17)

Mark Published for Opposition (SELECT FOR DATE BEFORE 1/14/17)

Notice of Appeal (U.S. Court of Appeals for the Federal Circuit) (SELECT FOR DATE BEFORE 1/14/17)

Served

Notice of Appeal Filed (U.S. Court of Appeals for the Federal Circuit)

Notice of Election for Review of Decision by Civil Action Filed (SELECT FOR DATE BEFORE 1/14/17)

Pleading—Summons and Complaint to Review Decision of Director (SELECT FOR DATE BEFORE 1/14/17)

Served

TTAB—Action on Request for Rehearing, Reconsideration, or Modification of Decision (SELECT FOR DATE

BEFORE 1/14/17)

TTAB—Appellant’s Brief in Ex Parte Appeal Sent (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Appellant’s Supplemental Brief in Ex Parte Appeal Sent (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Date Designated for Plaintiff to Show Cause re Failure to File Main Brief (SELECT FOR DATE

BEFORE 1/14/17)

TTAB—Date Designated for Respondent to Show Cause re Cancellation of, or Failure to Renew, Registration

(SELECT FOR DATE BEFORE 1/14/17)

TTAB—Decision (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Defendant’s 30-Day Trial Period Ends per Order/Notice (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Deposition Testimony Completed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Discovery Opens per Order/Notice (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Examiner’s Brief Answering Supplemental Brief in Ex Parte Appeal Mailed (SELECT FOR DATE

BEFORE 1/14/17)

TTAB—Examiner’s Response Brief in Ex Parte Appeal Mailed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Initial Disclosures (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Interrogatories (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Motion (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Motion for Summary Judgment (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Motion to Dismiss for Failure to Present Evidence (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Motion to Dismiss for Failure to Take Testimony (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Notice of Application for Registration as Concurrent User Issued (SELECT FOR DATE BEFORE

1/14/17)

TTAB—Notice of Counterclaim in Cancellation Proceeding Mailed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Notice of Counterclaim in Opposition Proceeding Mailed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Notice of Election for Review of Decision by Civil Action Filed (SELECT FOR DATE BEFORE

1/14/17)

TTAB—Notice of Ex Parte Appeal Filed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Notice of Opposition Mailed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Notice of Petition for Cancellation Mailed (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Order Finalizing Ground for Refusal of Registration (SELECT FOR DATE BEFORE 1/14/17)

Page 5 of 31

TTAB—Order or Decision on Motion (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Plaintiff’s 15-Day Rebuttal Period Ends per Order/Notice (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Plaintiff’s 30-Day Trial Period Ends per Order/Notice (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Request for Admissions (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Request for Production of Documents (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Request for Reconsideration or Modification of Order or Decision on Motion (SELECT FOR DATE

BEFORE 1/14/17) Served

TTAB—Request for Rehearing, Reconsideration, or Modification of Decision After Final Hearing (SELECT

FOR DATE BEFORE 1/14/17) Served

TTAB—Response to Motion (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Response to Motion for Summary Judgment (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Returned Copy of Application for Concurrent Use Registration Received Due to Undeliverability

(SELECT FOR DATE BEFORE 1/14/17)

TTAB—Returned Copy of Opposition Received Due to Undeliverability (SELECT FOR DATE BEFORE

1/14/17)

TTAB—Summons and Complaint (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Time to Answer Counterclaim in Cancellation Proceeding Per Notice

TTAB—Written Deposition Cross Questions (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Written Deposition Notice (SELECT FOR DATE BEFORE 1/14/17) Served

TTAB—Written Deposition Objections Served by Mail or Overnight Delivery (SELECT FOR DATE BEFORE

1/14/17)

TTAB—Written Deposition Objections Served Personally (SELECT FOR DATE BEFORE 1/14/17)

TTAB—Written Deposition Redirect Questions Served by Mail or Overnight Delivery (SELECT FOR DATE

BEFORE 1/14/17)

TTAB—Written Deposition Redirect Questions Served Personally (SELECT FOR DATE BEFORE 1/14/17)

Triggers Affected:

Decision of Director

Mark Published for Opposition

Notice of Election for Review of Decision by Civil Action Filed

Pleading—Complaint Filed (District Court)

Pleading—Summons and Complaint Served

TTAB—Appellant’s Brief in Ex Parte Appeal Sent

TTAB—Appellant’s Supplemental Brief re Additional Ground for Refusal of Registration in Ex Parte Appeal

Sent

TTAB—Close of Testimony Period Other than Solely for Rebuttal per Order

TTAB—Close of Testimony Period Solely for Rebuttal per Order

TTAB—Date Designated for Plaintiff to show Cause re Failure to File Main Brief

TTAB—Date Designated for Respondent to Show Cause re Cancellation, Failure to Renew, or Expiration of

Registration

TTAB—Decision

TTAB—Deposition Testimony

TTAB—Disclosure of Contact Information of Witnesses Due per Order

TTAB—Discovery Conference

TTAB—Discovery Opens per Order/Notice

TTAB—End of Discovery Period per Order

Page 6 of 31

TTAB—Examining Attorney’s Brief Answering Appellant’s Supplemental Brief re Additional Ground for

Refusal of Registration in Ex Parte Appeal

TTAB—Examining Attorney’s Brief in Ex Parte Appeal Mailed

TTAB—Initial Disclosure Due per Order

TTAB—Initial Disclosures Served

TTAB—Interrogatories Served

TTAB—Motion for Summary Judgment Served

TTAB—Motion Served

TTAB—Motion to Dismiss for Failure to Present Evidence Served

TTAB—Motion to Dismiss for Failure to Take Testimony Served

TTAB—Notice of Appeal Served (U.S. Court of Appeals for the Federal Circuit)

TTAB—Notice of Application for Registration as Concurrent User Issued

TTAB—Notice of Counterclaim in Cancellation Proceeding Mailed

TTAB—Notice of Counterclaim in Opposition Proceeding Mailed

TTAB—Notice of Election to Take Oral Cross-Examination of Affiant or Declarant Served

TTAB—Notice of Ex Parte Appeal Filed

TTAB—Notice of Institution of Cancellation Proceeding Mailed

TTAB—Notice of Opposition Mailed

TTAB—Order Disposing of Request for Rehearing, Reconsideration, or Modification or Board Decision

TTAB—Order Finalizing Ground for Refusal of Registration

TTAB—Order or Decision on Motion

TTAB—Request for Admissions Served

TTAB—Request for Production of Documents Served

TTAB—Request for Reconsideration or Modification of Order or Decision on Motion

TTAB—Request for Rehearing, Reconsideration, or Modification of Decision After Final Hearing Served

TTAB—Response or Answer to Counterclaim Due per Notice or Order

TTAB—Response or Answer to Opposition Due per Notice or Order

TTAB—Response or Answer to Petition for Cancellation Due per Notice or Order

TTAB—Response to Motion for Summary Judgment Served

TTAB—Response to Motion Served

TTAB—Testimony Affidavit or Declaration Served

TTAB—Testimony Period Other than Solely for Rebuttal Opening Date

TTAB—Testimony Period Solely for Rebuttal Opening Date

TTAB—Written Deposition Cross Questions Served

TTAB—Written Deposition Notice Served

TTAB—Written Deposition Objections Served

TTAB—Written Deposition Redirect Questions Served

ALABAMA

FEDERAL

USBC, Southern District of Alabama (ALSB)—Updates Effective 1-5-17

Text Updated:

GO 14(3)

Page 7 of 31

USDC, Northern District of Alabama (ALND)—Updates Effective 1-9-17 and 1-10-17

Text Updated:

ECF II.C.2

ECF III.D

ECF III.E

ARIZONA

FEDERAL

USBC, District of Arizona (AZBK)—Updates Effective 2-1-17

Added new Mortgage Modification Mediation rules.

Text Added:

GO 16-2 (2)

MMMPP III(B)

MMMPP VI(A)(3)(a)

MMMPP VI(A)(3)(c)(i)

MMMPP VI(A)(4)

MMMPP VI(A)(5)

MMMPP VII(C)

MMMPP VIII(A)

MMMPP IX(A)(1)

MMMPP IX(A)(2)

MMMPP IX(A)(3)

MMMPP IX(B)(1)

MMMPP IX(B)(2)

MMMPP IX(B)(2)

MMMPP IX(B)(3)

MMMPP IX(B)(5)

MMMPP IX(B)(8)(b)

MMMPP IX(C)(1)

MMMPP IX(C)(2)(Intro)

MMMPP IX(C)(2)(c)

MMMPP XI(A)

MMMPP XII(A)(1)

MMMPP XII(A)(2)

MMMPP XII(B)(1)

MMMPP XII(B)(2)

MMMPP XII(B)(3)

MMMPP XII(C)(1)

MMMPP XII(C)(2)

MMMPP XIII(A)

MMMPP XIII(B)

MMMPP XV(E)(1)(c)

Page 8 of 31

MMMPP XV(F)(1)(a)

MMMPP XV(F)(1)(c)(i)

MMMPP XV(F)(1)(c)(ii)

MMMPP XV(F)(1)(c)(iii)

MMMPP XV(G)

MMMPP XV(H)(7)

MMMPP XV(H)(8)

Triggers Affected:

Mortgage Modification Mediation—Debtor File Submitted Date

Mortgage Modification Mediation—Debtor's Completed Package Submitted

Mortgage Modification Mediation—Final Conference

Mortgage Modification Mediation—Final Loan Modification Agreement Reached

Mortgage Modification Mediation—Initial Conference

Mortgage Modification Mediation—Instructions for Payment of Mediator's Fee Received

Mortgage Modification Mediation—Lender's Registration on MMM Portal

Mortgage Modification Mediation—Lender's Request for Additional Documents or Information Received

Mortgage Modification Mediation—Loan Subject to MMM Program Transferred

Mortgage Modification Mediation—Mediator Identified by Debtor

Mortgage Modification Mediation—Mediator Resignation

Mortgage Modification Mediation—Mediator's Final Report Filed

Mortgage Modification Mediation—Mediator's Interim Report Filed

Mortgage Modification Mediation—Trial Loan Modification Agreement Reached

Order Approving Final Loan Modification in Ch. 13 Case

Order of Referral to Mortgage Modification Mediation Entered

Petition Filed in Ch. 13 Case

CALIFORNIA

FEDERAL

USDC, Central District of California, Hon. Percy Anderson (PA)—Updates Effective January 2017

Text Updated:

JPS LMS 3 [Deadline changed from 3 PM on next court day to 24 hours]

JPS LMS 11

JPS LMS 12

JPS LMS 13

Triggers Affected:

Ex Parte Application Served on Other Party

Page 9 of 31

USDC, Central District of California, Hon. Valerie Baker Fairbank (VBF)—Updates Effective January

2017

Revision to entire rule set due to removal of orders from Judge Fairbank’s page on Central District of California

court website.

USDC, Central District of California, Hon. Michael W. Fitzgerald (CAMWF)—Updates Effective

January 2017

Text Updated:

JPS JP Voluminous Materials

USDC, Central District of California, Hon. Phillip S. Gutierrez (PG)—Updates Effective January 2017

Text Updated:

Chambers CopiesJPS MCC

USDC, Central District of California, Hon. William D. Keller (WDK)—Updates Effective January 2017

Text Updated:

JPS LMS

Triggers Affected:

Hearing Triggers

USDC, Central District of California, Hon, John A. Kronstadt (CAJAK)—Not Based on Rules Update

Discovery Cutoff triggers added based on client feedback.

Triggers Affected:

Discovery Cutoff triggers

USDC, Central District of California, Hon. Ronald S. Lew (RSWL)—Updates Effective January 2017

Text Updated:

JPS IN

USDC, Central District of California, Hon. Fernando M. Olguin (CAFMO)—Updates Effective 1-2017

Text Updated:

ISO III(C)

ISO IV(A)(1)

ISO IV(A)(2)(c)

ISO V

ISO VI

ISO VIII [Deadline changed from 30 days to 21 days]

JPS LMS 4 [Deadline changed from 5 PM on next court day to 24 hours]

Page 10 of 31

Triggers Affected:

Ex Parte Application Served on Other Party

Hearing on Motion Triggers

Notice of Removal Filed

Notice of Removal Received

USDC, Central District of California, Hon. S. James Otero (SJO)—Updates Effective 1-11-17

Text Removed:

ISO Intro [Not based on rules updated]

ISO 19(b) [Not based on rules updated

ISO 27(a) [Not based on rules updated

ISO 28(f)

ISO 28(g)

JP 1 [Not based on rules updated]

Text Added:

SO Exh A 10

SO Exh A 13

Text Updated:

ISO 1SO Exh A 1

ISO 3SO Exh A 3

ISO 4SO Exh A 4

ISO 7SO Exh A 8 [Deadline changed from 120 days to 90 days]

ISO 15SO Exh A 18

ISO 17SO Exh A 20

ISO 19(a)SO Exh A 22(a)

ISO 19(d)SO Exh A 22(d)

ISO 20(c)SO Exh A 23(b)

ISO 22SO Exh A 29

ISO 24SO Exh A 32

ISO 25(a)SO Exh A 33(a)

ISO 26(a) SO Exh B 1(A)

ISO 26(b)(1) SO Exh B 1(B)(6)

ISO 26(b)(2)-(4) SO Exh B 1(B)(2), SO Exh B 1(B)(3), and SO Exh B 1(B)(4)

ISO 26(b)(5) SO Exh B 1(B)(5)

ISO 26(b)(6)(a)SO Exh B 1(B)(1)(a) [Deadline to file opposition to motions in limine changed

from 7 days after motions filed to 14 days before final

pretrial conference; and deadline to file reply changed from

7 days after opposition to motion filed to 7 days before

final pretrial conference]

ISO 26(b)(7)SO Exh B 1(B)(7) [Deadline changed from at time of pretrial conference to 7

days before conference]

ISO 26(b)(8) SO Exh B 1(B)(8) [Deadline changed from at time of pretrial conference to 7

days before conference]

Page 11 of 31

ISO 26(b)(9)SO Exh B 1(C)

ISO 26(c)SO Exh B 1(D)(1)

ISO 28(c)SO Exh A 31(c)

ISO 28(e)(1)SO Exh A 31(e)(1)

ISO 28(e)(2)SO Exh A 31(e)(2)

ISO 28(e)(3)SO Exh A 31(e)(3)

Triggers Removed:

Motion in Limine Filed

Order Denying Application to Seal

Order—Standing Order Received

Response or Opposition to Motion in Limine Filed

Triggers Affected:

Application for Temporary Restraining Order or Injunction Served by Any Means

Conference—Final Pretrial Conference

Conference—Scheduling Conference

Discovery Cutoff Triggers

Ex Parte Application to Seal Documents Filed

Notice of Removal Filed

Notice of Removal Received

Pleading—Complaint Filed

Trial

USDC, Central District of California, Hon. Josephine L. Staton (JST)—Updates Effective January 2017

CDCA 23-3 removed due to updated Judge’s Procedure Item 9 regarding Class Action Scheduling Issues.

Text Removed:

CDCA 23-3

Text Added:

JPS JP 1

JPS JP 5

JPS JP 19

Text Updated:

JPS JP 1JPS LMS

JPS JP 5JPS Chambers Copies

JPS JP 7JPS JP 3

Triggers Affected:

Application for Temporary Restraining Order or Injunction Served by Any Means

Conference—Scheduling Conference

Hearing Triggers

Order Staying Proceedings Pending Stipulation of Dismissal Entered

Pleading—Amended Complaint Served Triggers

Page 12 of 31

Pleading—Summons and Complaint Served Triggers

Pleading—Waiver of Service of Summons Filed

USDC, Central District of California, Mag. Patrick J. Walsh (PJW)—Updates Effective January 2017

Text Added:

Chambers CopiesJPS MCC

Text Updated:

JPS JP 11

Triggers Affected:

Notice of Removal Filed

Pleading—Complaint Filed

USDC, Northern District of California (NDCA)—Updates Effective 1-17-17

Updates also effective for all Northern District judges and magistrates. Patent rule updates also effective for

Central District Judges Otis D. Wright II, Josephine L. Staton, and James V. Selna.

Text Added:

CANDPAT 3-8

CANDPAT 3-9

Text Updated:

3-15(b)3-15(a)

CANDPAT 3-1

CANDPAT 3-2

CANDPAT 3-3

CANDPAT 3-4

CANDPAT 3-7 [Deadline changed from 50 days to 30 days]

CANDPAT 4-3

Triggers Affected:

PATENT—Claim Construction Ruling Served

PATENT—Damages Contentions Served

PATENT—Invalidity Contentions Served by Mail, to Clerk, or to Designated Agency

PATENT—Invalidity Contentions Served Personally or Electronically

USDC, Northern District of California, Mag. Nathanael Cousins (CANC)—Updates Effective January

2017

Judge Cousins’s Trial Preparation Standing Order was removed.

Text Removed:

TPSO Exhibits

TPSO Jury Instructions

TPSO Meet and Confer

Page 13 of 31

TPSO Pretrial Conference Statement

Triggers Affected:

Conference—Final Pretrial Conference

USDC, Northern District of California, Hon. Edward J. Davila (CAEJD)—Updates Effective 1-25-17

Text Updated:

SOCC III(A)(1)

SOCC III(D)(5)

SOCC III(D)(8)

SOCC III(D)(9)

SOPC III(B)SOPC IV(B)

SOPC III(E)SOPC IV(E)

SOPC IV(D)SOPC IV(D)(TCCH)

SOPC IV(E)SOPC IV(E)(TCCH)

SOPC VI(A)SOPC VI(B)

Triggers Affected:

PATENT—Claim Construction/Markman Hearing

USDC, Northern District of California, Hon. James Donato (CAJD)—Updates Effective 1-5-17

Text Added:

SOCCPC 8

Text Updated:

SOCC 2 [Conference time changed from 1:30 PM to 10 AM]

SOCC 3

SOCC 6

SOCC 7

SOCC 8

SOCC 11

SOCJT 1

SOCJT 5

SOPC 4SOCCPC 4

SOPC 6SOCCPC 6

SOPC 9SOCCPC 10

SOPC 10SOCCPC 11

SOPC 11SOCCPC 12

SOPC 12SOCCPC 13

Triggers Affected:

Conference—Case Management Conference

Conference—Final Pretrial Conference

Conference—Initial Case Management Conference

Page 14 of 31

PATENT—Tutorial on Technology At Issue Trial

USDC, Northern District of California, Hon. Haywood S. Gilliam (CAHSG)—Updates Effective 1-12-17

Text Removed:

PTTSO 28

Text Added:

PTTSO 22

SOCC 10

SOCC 11

SOPC 6

SOPC 11

Text Updated:

CSO 10SOCC 13

PTTSO 1PTTSO 2

PTTSO 2PTTSO 3

PTTSO 3PTTSO 4

PTTSO 4PTTSO 5

PTTSO 5PTTSO 6

PTTSO 20PTTSO 21

PTTSO 21PTTSO 23

PTTSO 22PTTSO 24

PTTSO 23PTTSO 25

PTTSO 25PTTSO 27

PTTSO 26PTTSO 28

PTTSO 27PTTSO 29

PTTSO 29PTTSO 32

Triggers Affected:

Conference—Final Pretrial Conference

Motion Hearing Cutoff

Order Vacating Hearing on Motion

PATENT—Claim Construction/Markman Hearing

PATENT—Invalidity Contentions Served by Mail, to Clerk, or to Designated Agency

PATENT—Invalidity Contentions Served Personally or Electronically

Trial

USDC, Northern District of California, Mag. Sallie Kim (CASK)—Updates Effective 1-3-17

Text Updated:

Cal CMC

Cal LM

Cal Trials

SO Calendar

Page 15 of 31

SO CMC

USDC, Northern District of California, Hon. Richard Seeborg (CARS)—Updates Effective 1-2017

Text Removed:

SN TCMC

Trigger Removed:

Conference—Case Management Conference by Telephone

USDC, Southern District of California, Hon. Michael M. Anello (MMA)—Updates Effective 1-3-17

Text Updated:

CCR III

Triggers Affected:

Hearing Triggers

STATE

California Superior Court (CASCUD)—Updates Effective 1-1-17

Changes made in all Unlimited Division Superior Courts.

Text Added:

21167.6.2(a)(1)(intro)

21167.6.2(a)(1)(D)

21167.6.2(a)(1)(E)

21167.6.2(a)(1)(F)

21167.6.2(a)(1)(G)

21167.6.2(e)(1)

Triggers Affected:

CEQA—Agency’s Notice of Determination Filed and Posted

CEQA—Comments on Project Received by Lead Agency

CEQA—Determination Made by Lead Agency

CEQA—Document Prepared by Lead Agency or Submitted by Applicant Released or Received by Lead

Agency

CEQA—Project Application's Request for Preparation and Certification of Record of Proceedings Received by

Lead Agency

California Court of Appeal, Fourth District (CA4AD1/CA4AD2/CA4AD3)—Updates Effective 1-3-17

Text Removed:

5(II)(g)

Page 16 of 31

California Superior Court, El Dorado County (CAAPEL/CAEDSC/LDCAEL/CAPRED)—Updates

Effective 1-1-17

Text Added:

2.00.18(B)

Triggers Affected:

Conference triggers

Hearing triggers

Trial triggers

California Superior Court, Fresno County (CAFRSC/LDCAFR/CAPRFR)—Updates Effective 12-12-16

Text Added:

Notice re Reporters

Triggers Affected:

Trial triggers

California Superior Court, Imperial County (CAIPSC/LDCAIM)—Updates Effective 1-1-17

Text Updated:

3.1.7(a)

3.3.1

California Superior Court, Imperial County, Probate Division (CAPRIM)—Updates Effective 1-1-17

Text Added:

7.10(a)

Text Updated:

3.1.7(a)

3.3.1

7.27.3

7.37.4

7.47.5

Triggers Affected:

Hearing on Petition for Appointment of Guardian or Conservator

California Superior Court, Los Angeles County, Non-Preference/Preference Asbestos Cases

(CALAAB/CALAAS)—Not Based on Rules Updated

Text Added:

CP 3.550 4

Page 17 of 31

Text Updated:

Order re ES 5(intro)

Triggers Affected:

Demurrer Filed

Hearing on Motion for Preference

Motion for Change of Venue Filed

Motion to Strike Filed

Objection to “Add On” Filed

Pleading—Answer Filed

Pleading—Complaint in Case Originating in Orange or San Diego Counties Lodged in Dept. 324

California Superior Court, Riverside County (CARISC/LDCARI)—Updates Effective 1-4-17

Text Updated:

Dept S-302 IV(1)Dept S-302 V(1)

Dept S-302 VI(2)Dept S-302 VII(2)

California Superior Court, Santa Clara County (CASCSSC/LDCASC/CAPRSC)—Updates Effective 10-

5-2016

Text Updated:

CCG VI(4)

Appellate Division, California Superior Court, Yuba County, Limited Matters Only (CAAPYU)

Text Removed:

8.3

Triggers Affected:

Briefing—Appellant’s Opening Brief Filed

Briefing—Respondent’s Brief Filed

Hearing/Oral Argument

Record on Appeal Filed

California Superior Court, Yuba County (CAYUSC/LDCVYU)—Updates Effective 1-1-17

Applicable changes made in Probate Court.

Text Removed:

3.4(B)

10(A)(CV03014)

10(A)(CV05015B)(6)

Text Added:

3.2(A)

Page 18 of 31

3.2(B)(1)

Text Updated:

2.3(A)(2)(b)

2.3(B)(1)(c) [Deadline changed from 3:30 PM to 2 PM]

2.5(B)

2.11 [Deadline changed from 5 days to 14 days]

3.3(A)3.4(A)

3.3(B)3.4(B)

3.4(A)3.5(A)

3.63.7

Triggers Affected:

Conference—Case Management Conference in CEQA Leadership Project, Sacramento Arena Project, or

Capital Building Annex Project Case

Conference—Initial Case Management Conference or Review

Conference—Settlement Conference

Hearing triggers

Notice of Case Settling 5 Days or More Before Trial

Settlement

Trial

California Superior Court, Yuba County, Probate Division (CAPRYU)—Updates Effective 1-1-17

Text Updated:

4.0(D) [Deadline changed from 5 court days after the hearing to 3 court days before the hearing]

Triggers Affected:

Hearing on Petition triggers

COLORADO

STATE

Colorado District Court (CORCP/CRCP)—Updates Effective 1-12-17

Relevant changes were made in CO Court of Appeals and CO State District Court – Civil Access Project Court.

Text Updated:

60(b) [Deadline changed from 6 months to 182 days]

Triggers Affected:

Entry of Judgment, Decree, Order or Decision

Page 19 of 31

CONNECTICUT

FEDERAL

USBC, District of Connecticut (CTBK)—Updates Effective 1-17-17

Text Added:

DN

Triggers Affected:

Petition Filed triggers

USDC, District of Connecticut (CTDC)—Updates Effective 1-18-17

Text Added:

4(d)

6

7(a)(5)

7(b)(3)

Text Updated:

3(a)(2)

7(a)(1)7(a)(2)

7(b)7(b)(2)

7(c)7(c)(1) [Deadline changed from 14 days to 7 days]

7(d)

Triggers Removed:

Motion for Reconsideration Filed [Not based on rules updated]

Motion re Discovery Filed [Not based on rules updated]

Triggers Affected:

Decision Filed

Entry of Judgment

Judgment Entered on Docket (SELECT IF SEPARATE DOCUMENT REQUIRED BUT NOT PREPARED)

Motion Filed triggers

Notice of Removal Filed

Order Filed

Pleading—Complaint Filed

Pleading—Proof of Service or Proof of Waiver of Service of Process Received by Plaintiff

Response or Opposition to Motion Filed

Page 20 of 31

DISTRICT OF COLUMBIA

DISTRICT

District of Columbia Court of Appeals (DCCA)—Updates Effective 1-23-17

Relevant updates also made in Superior Court.

Text Added:

AO 4-16 Par. 4

Text Updated:

ORDER M 229-07AO 4-16 Par. 5 [Deadline changed from 45 days after notice of appeal filed to 30

days after confidential mediation statement submitted]

Triggers Removed:

Record on Appeal Filed

Triggers Affected:

Entry of Final Order (Superior Court)

Entry of Judgment (Superior Court)

Entry on Docket Reflecting Service of Notice of Judgment or Final Order (Superior Court)

Mediation—Confidential Mediation Statement Submitted

Mediation—Conference

Notice of Appeal Filed (Superior Court)

Notice of Order or Decision (Administrative Agency)

Notice of Order or Decision Mailed (Administrative Agency)

Order Disposing of Motion for Judgment as Matter of Law Entered (Superior Court)

Order Disposing of Motion for New Trial Entered (Superior Court)

Order Disposing of Motion for Relief from Judgment or Order Filed Within 10 Days of Entry of Judgment

Entered (Superior Court)

Order Disposing of Motion to Amend or Alter Judgment Entered (Superior Court)

Order Disposing of Motion to Amend or Make Additional Factual Findings Entered (Superior Court)

Order Disposing of Motion to Vacate, Alter, or Amend Order or Judgment Entered (Superior Court)

Order Entered—Disposing of Motion for Judgment as Matter of Law (Superior Court)

Order Placing Case in Mediation Program Entered

District of Columbia Superior Court (DCSC)—Updates Effective 12-28-16

Text Updated:

GO Supp Johnson VIGO Supp Johnson IV

Page 21 of 31

FLORIDA

STATE

Florida Circuit Court, 15th Judicial Circuit, Palm Beach County (FL15)—Updates Effective 1-14-16, 10-

26-16, 11-7-16, 1-13-17, 1-17-17, 1-20-17, 1-24-16, 1-26-17, and 1-27-17

Text Removed:

Div AW SSH

Text Added:

Div AB ML

Div AB TAH

DIV AJ AT

Text Updated:

Div AE SSH

Div AF Motions

Div AJ Special Set HearingsDiv AJ SSH

Div AN I(B)Div AN SSH

Triggers Removed:

Hearing—Specially Set Hearing in Div. AD Before Judge Gregory M. Keyser (CUSTOM F03742)

Hearing—Specially Set Hearing in Div. AW Before Judge Thomas Barkdull III (CUSTOM F03743)

Triggers Affected:

Hearing—Specially Set Hearing in Div. AB Before Judge Peter D. Blanc (CUSTOM F399662)

Hearing—Specially Set Hearing in Div. AJ Before Judge David E. French (CUSTOM F397414)

Hearing—Specially Set Hearing in Div. AN Before Judge Joseph Marx (CUSTOM 394576)

Hearing—Specially Set Hearing in Div. AW Before Judge Thomas Barkdull III (CUSTOM F03743)

ILLINOIS

FEDERAL

USDC, Northern District of Illinois, Hon. Jorge L. Alonso (ILJLA)—Updates Effective 1-26-17

Text Updated:

JI Important Info

USDC, Northern District of Illinois, Hon. Elaine E. Bucklo (ILEEB)—Updates Effective 1-10-17 and 1-

12-17

Text Updated:

CP Motion Practice A

JI Announcements

Page 22 of 31

USDC, Northern District of Illinois, Hon. Ruben Castillo (ILRC)—Updates Effective 1-25-17

Text Updated:

TP 31TP 30

TP 40TP 39

USDC, Northern District of Illinois, Mag. Young B. Kim (ILYBK)—Updates Effective 1-10-17

Text Removed:

CP Rule 26(f) Planning Conferences

Triggers Removed:

Joint Report of FRCP 26(f) Planning Conference Filed

Triggers Affected:

FRCP 26(f) Conference

USDC, Northern District of Illinois, Mag. Michael T. Mason (ILMTM)—Updates Effective 1-10-17 and

1-12-17

Text Updated:

CP Initial Status Conference

ISR

JI Important Info

USDC, Northern District of Illinois, Hon. John J. Tharp, Jr. (ILJJT)—Updates Effective 1-26-17

Text Removed:

JI Motions

Triggers Affected:

Hearing triggers

MINNESOTA

FEDERAL

USDC, District of Minnesota (DMN)—Updates Effective 1-1-17

Text Added:

PN Transcript Par 3

Triggers Affected:

Hearing Triggers

Trial

Page 23 of 31

MISSISSIPPI

FEDERAL

USDC, Northern District of Mississippi (MSNSDC)—Updates Effective 12-1-16

Text Added:

7(b)(2)(intro)

15

Text Updated:

ND ECF 3(A)(6)

ND ECF 3(B)(2)

Text Removed:

ND ECF 4(A)(4)

Triggers Affected:

Conference-Case Management Conference

Notice of Removal Filed

Order Granting Motion for Leave to File Amended Pleading Entered

Pleading—Complaint Filed

Pleading—Complaint Received

USDC, Southern District of Mississippi (MSSDC)—Updates Effective 12-1-16

Text Added:

7(b)(2)(intro)

15

Text Removed::

SD ECF 4(A)(4)

Triggers Affected:

Order Granting Motion for Leave to File Amended Pleading Entered

MISSOURI

FEDERAL

USDC, Eastern District of Missouri (EDMO)—Updates Effective 2-1-17

Text Updated:

40-2.08(A)

54-8.03(A)54-803(A)(1), 54-803(A)(3)

Page 24 of 31

54-8.03(B)

Triggers Affected:

Bill of Costs Served

Mandate Issued

Objections to Bill of Costs Served

Order Terminating Action (Circuit Court)

NEVADA

STATE

Nevada Rules of Civil Procedure (NVRCP)—Not Based on Rules Updated

Nevada District Court, 9th Judicial District, Douglas County (NVNDC)—Not Based on Rules Updated

Changes made where applicable for proper application of extra days based on service type.

Triggers Removed:

Response or Opposition to Motion Served

Triggers Affected:

Response or Opposition to Motion Served by Means Other than Electronically or by Mail

Response or Opposition to Motion Served Electronically on Court Day or by Mail

Response or Opposition to Motion Served Electronically on Non-Court Day

Nevada District Court, 8th Judicial District, Clark County (NVCDC)—Not Based on Rules Updated

Event added based on client feedback.

Triggers Affected:

Hearing on Motion

NEW JERSEY

FEDERAL

USDC, District of New Jersey (NJDC)—Updates Effective 11-10-16

Text Removed:

2016 Regular Motion Days

Text Updated:

9.1(c)(1)-(2)9.1(c)(1)

41.1(b) [Deadline changed from 21 days after notice of settlement to 60 days after

entry of administrative termination order]

Triggers Removed:

2016 Regular Motion Day Triggers

Page 25 of 31

Notice of Settlement

Order of Dismissal Without Prejudice re Settlement

Triggers Affected:

Order—Administrative Termination Order Entered

Social Security Case—Summons and Complaint Received

NEW YORK

FEDERAL

USBC, Northern District of New York (NYNBK)—Updates Effective 12-15-16 and 2-1-17

Text Added:

AO 16-09 1

AO 16-09 2

AO 16-09 3

Text Updated:

9013-3(c)

Triggers Affected:

Creditors’ § 341 Meeting, First Date Set

USDC, Southern District of New York, Hon. Vernon S. Broderick (NYVSB)—Updates Effective 1-13-17

Text Removed:

IRP 5.C

Text Added:

IRP 6.F

IRP 2.B

Text Updated:

CMP 11

IRP 1.G

IRP 2.C

IRP 3

IRP 4.A

IRP 6.A

IRP 6.B

IRP 6.G

IRP 8.BIRP 8

IRP Att A 7

Page 26 of 31

Triggers Removed:

Letter-Motion for Informal Conference re Discovery Dispute Filed

Triggers Affected:

Conference triggers

Portion of Joint Letter re Discovery Dispute Requested

Trial

USDC, Southern District of New York, Hon. Lewis A. Kaplan (NYLAK)—Updates Effective 1-9-17

Text Added:

MRG CC

Text Updated:

MRP BMP

PTRP BT

Triggers Affected:

Motion Filed triggers

Response or Opposition to Motion Served triggers

Trial

USDC, Southern District of New York, Hon. Edgardo Ramos (NYER)—Updates Effective 1-11-17

Text Updated:

IP 2(A)(ii)

IP 3(A)

IP 3(B)

STATE

New York Supreme Court, Suffolk County (NYSUSC)—Updates Effective 1-4-17

Text Updated:

PEF I(C)(1)

PEF II(K)

PEF II(N)(3)(i)

NORTH CAROLINA

FEDERAL

USDC, Middle District of North Carolina (NCMD)—Updates Effective 11-23-16

Text Added:

SO 6

Page 27 of 31

Trigger Affected:

Notice of Appointment as Pro Bono Counsel

STATE

North Carolina Superior Court, 26th Judicial District, Mecklenburg County (NC26SC)—Updates

Effective 2-1-17

Text Added:

12.21(a)

12.21(d)

Triggers Affected:

Date on Certificate of Service of Pro Hac Vice Motion

OHIO

FEDERAL

USBC, Southern District of Ohio (OHSBK)—Updates Effective 12-1-16

Text Removed:

Attorney Guidance

CHP [Not based on rules updated]

ECF 9(a)

Triggers Removed:

Time Fixed for Filing Objections to Motion to Extend and/or Impose Automatic Stay

Triggers Affected:

Petition Filed Triggers

Temporary Exclusion from Means Testing Expires

STATE

Ohio Court of Appeals, 9th District (Lorain, Medina, Summit, and Wayne Counties) (OHCOA9)—

Updates Effective 2-1-17

Text Added:

19(E)

21(B)(4)

21(C)(1)

21(D)(2)

21(D)(3)

Page 28 of 31

Text Updated:

3(A)

8(A)(1)

Triggers Affected:

Briefing—Appellant’s Brief in Accelerated Calendar Case Served Triggers

Motion to Remove Appeal from Accelerated Calendar and Place on Regular Calendar Filed

Notice of Appeal Filed (Trial Court)

Notice of Filing of Record in Accelerated Case Served Triggers

Ohio Court of Common Pleas, Allen County (OHALCP)—Updates Effective February 2017

Text Added:

3.10(F)

Text Updated:

3.08(1)

3.08(2)

Triggers Affected:

Trial

Ohio Court of Common Pleas, Lake County (OHLAK)—Updates Effective 1-1-17 and 1-13-17

Text Added:

1.12(E)(1)

1.12(E)(2)

3.07(J)(1)

3.07(J)(4)

3.07(L)(3)

Order re Foreclosure 4

Order re Foreclosure 5

Order re Foreclosure 6

Order re Foreclosure 12

Order re Foreclosure 14

Order re Foreclosure 17

Triggers Affected:

Motion for Confirmation of Sale Filed

Motion for Summary Judgment Filed

Notice of Missing Element from E-Filed Document Transmitted

Objections to Magistrate’s Decision Filed

Pleading—Complaint Filed

Response or Opposition to Motion for Summary Judgment Filed

Settlement in Foreclosure Case

Trial

Page 29 of 31

Ohio Court of Common Pleas, Montgomery County (OHMRCP)—1-17-17

In addition to updates, an additional event was added based on client feedback.

Text Updated:

1.15(H)(5)(b)

2.01(B)(1)(a)

2.01(B)(2)(a)

2.23(F)(4)

2.31(E)(1)(b)

2.39(B)(3)(c)(iii)

2.39(D)(2)

Triggers Affected:

Pretrial Statement Due

PENNSYLVANIA

FEDERAL

USDC, Eastern District of Pennsylvania (EDPA)—Updates Effective 1-9-17

Text Removed:

5.1.2-8(e)

Triggers Affected:

Discovery Cutoff Triggers

Motion for Sanctions per Rule 11 Served Triggers

Pleading—Amended Answer Containing Counterclaim Served Triggers

Pleading—Amended Answer Served Triggers

Pleading—Amended Answer Containing Crossclaim or Counterclaim Alleging Patent Infringement Served

Triggers

Pleading—Amended Answer Stating Crossclaim Served Triggers

Pleading—Amended Answer to Counterclaim Served Triggers

Pleading—Amended Answer to Crossclaim Served Triggers

Pleading—Amended Complaint Served Triggers

Pleading—Amended Reply to Answer Served Triggers

Pleading—Answer Containing Counterclaim Against U.S. or Its Officers/Agencies Served Triggers

Pleading—Answer Containing Counterclaim Served Triggers

Pleading—Answer Containing Crossclaim or Counterclaim Alleging Patent Infringement Against U.S. or Its

Officers/Agencies Served Triggers

Pleading—Answer Containing Crossclaim or Counterclaim Alleging Patent Infringement Served Triggers

Pleading—Answer Filed

Pleading—Answer Served Triggers

Pleading—Answer Stating Crossclaim Against U.S. or Its Officers/Agencies Served Triggers

Pleading—Answer Stating Crossclaim Served Triggers

Page 30 of 31

Pleading—Answer to Counterclaim Served Triggers

Pleading—Answer to Crossclaim Served Triggers

Pleading—Reply to Answer Served Triggers

Statement Noting Death of Party Served Triggers

TEXAS

FEDERAL

USBC, Northern District of Texas (TXNBK)—Updates Effective 12-9-16

Text Added:

ECF AP III(A)(12) [Not based on rules updated]

Text Updated:

ECF EFSD(S)(DEF)ECF AP III(B)(3)

ECF EFSD(S)(RDTPS)ECF AP III(B)(4)

Triggers Affected:

E-Filing System Restored After Technical Failure on Filing Deadline

USBC, Southern District of Texas (TXSDBK)—Updates Effective 3-11-15

Text Added:

ECF AP III(A)(12) [Not based on rules updated]

Triggers Affected:

E-Filing System Restored After Technical Failure on Filing Deadline

USBC, Western District of Texas (TXWBK)—Updates Effective 12-1-16

Text Added:

ECF AP III(A)(12) [Not based on rules updated]

Triggers Affected:

E-Filing System Restored After Technical Failure on Filing Deadline

USDC, Eastern District of Texas (EDTX)—Not Based on Rules Updated

Adjustments made to account for new court, USDC, District Court of Texas, Hon. Gilstrap, which is now

available.

Triggers Affected: Discovery Motion Set for Hearing in Case Assigned to Judge Schroeder

Page 31 of 31

UTAH

FEDERAL

USDC, District of Utah (UTDC)—Updates Effective 1-13-17

Text Removed:

SFDMP (6)

SFDMP (8)

SFDMP (11)

Triggers Affected:

Hearing on Short Form Discovery Motion

Magistrate’s Oral Ruling on Short Form Discovery Motion

Magistrate’s Written Ruling on Short Form Discovery Motion

Motion—Short Form Discovery Motion Filed

VIRGINIA

STATE

Virginia Circuit Court, Loudoun County (VALDCC)—Updates Effective January 2017

Text Updated:

DI (Process)

SS RFS

WASHINGTON

STATE

Washington Superior Court, Thurston County (WATCSC)—Updates Effective 4-14-16

Text Updated:

Dispositive Motion Proc