`Tel: 571-272-7822
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`Paper 17
`Date: December 5, 2019
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`UNITED STATES PATENT AND TRADEMARK OFFICE
`____________
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`____________
`
`CHEGG, INC., MATCH GROUP, LLC, AND RPX CORPORATION,
`Petitioner,
`
`v.
`
`NETSOC, LLC,
`Patent Owner.
`____________
`
`IPR2019-01165 (Patent 9,978,107 B2)
` IPR2019-01171 (Patent 9,978,107 B2)1
`____________
`
`
`
`
`Before KALYAN K. DESHPANDE, SHEILA F. McSHANE, and
`STEVEN M. AMUNDSON, Administrative Patent Judges.
`
`AMUNDSON, Administrative Patent Judge.
`
`
`
`
`SCHEDULING ORDER
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`
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`1 This Order applies to each of the listed cases. We exercise our discretion to issue
`one Order to be docketed in each case. The parties may not use this caption for any
`subsequent papers without prior Board authorization.
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`
`
`
`
`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`A. GENERAL INSTRUCTIONS
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`1. INITIAL CONFERENCE CALL
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`The parties are directed to contact the Board within a month of this
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`Scheduling Order if there is a need to discuss proposed changes to this Order or
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`proposed motions that have not been authorized in this Order or other prior Order
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`or Notice. See Office Patent Trial Practice Guide, 77 Fed. Reg. 48,756, 48,765–66
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`(Aug. 14, 2012) (“Practice Guide”) (guidance in preparing for the initial
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`conference call). A request for an initial conference call shall include a list of
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`proposed motions, if any, to be discussed during the call.
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`2. STANDING PROCEDURE FOR REQUESTS FOR CONFERENCE
`CALLS AND EMAIL COMMUNICATIONS TO THE BOARD
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`The following procedures apply to all requests for a conference call with the
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`Board and all email communications to the Board:
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`a. The parties may request a conference call by jointly contacting the Board
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`at the email address or telephone number listed above the caption of this
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`Order. Requests via email are expected and preferred; requests via
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`telephone should be reserved for time-critical circumstances.
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`b. Before requesting a conference call or sending any email communication
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`to the Board, the parties must confer in an effort to resolve any issue to be
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`presented to the Board.
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`c. Any email communication to the Board must copy all counsel.
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`d. Any request for a conference call or other email communication to the
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`Board must identify the issue(s) presented, state that the parties conferred in
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`good faith to try to resolve the issue, identify the precise relief sought by
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`each party, and state whether the other party opposes the relief sought.
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`e. The email may include a brief discussion of the background that led to
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`the issue(s), but must not include arguments.
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`2
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`
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`f. Any request for a conference call must include a list of dates and times
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`when both parties are available for the call.
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`3. PROTECTIVE ORDER
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`No protective order shall apply to this proceeding until the Board enters one.
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`If either party files a motion to seal before entry of a protective order, a jointly
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`proposed protective order shall be filed as an exhibit with the motion. The Board
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`encourages the parties to adopt the Board’s default protective order if they
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`conclude that a protective order is necessary. See Patent Trial and Appeal Board
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`Consolidated Trial Practice Guide November 2019, App’x B (Default Protective
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`Order). If the parties choose to propose a protective order deviating from the
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`default protective order, they must submit the proposed protective order jointly
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`along with a marked-up comparison of the proposed and default protective orders
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`showing the differences between the two and explain why good cause exists to
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`deviate from the default protective order.
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`The Board has a strong interest in the public availability of trial proceedings.
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`Redactions to documents filed in this proceeding should be limited to the minimum
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`amount necessary to protect confidential information, and the thrust of the
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`underlying argument or evidence must be clearly discernible from the redacted
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`versions. We also advise the parties that information subject to a protective order
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`may become public if identified in a final written decision in this proceeding, and
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`that a motion to expunge the information will not necessarily prevail over the
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`public interest in maintaining a complete and understandable file history. See
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`Practice Guide at 48,761.
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`4. DISCOVERY DISPUTES
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`The Board encourages parties to resolve disputes relating to discovery on
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`their own. To the extent that a dispute arises between the parties relating to
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`discovery, the parties must meet and confer to resolve such a dispute before
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`3
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`contacting the Board. If attempts to resolve the dispute fail, a party may request a
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`conference call with the Board.
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`5. TESTIMONY
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`The parties are reminded that the Testimony Guidelines appended to the
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`Trial Practice Guide, Appendix D, apply to this proceeding. The Board may
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`impose an appropriate sanction for failure to adhere to the Testimony Guidelines.
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`37 C.F.R. § 42.12. For example, reasonable expenses and attorneys’ fees incurred
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`by any party may be levied on a person who impedes, delays, or frustrates the fair
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`examination of a witness.
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`6. CROSS-EXAMINATION
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`Except as the parties might otherwise agree, for each due date:
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`Cross-examination ordinarily takes place after any supplemental evidence is
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`due. 37 C.F.R. § 42.53(d)(2).
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`Cross-examination ordinarily ends no later than a week before the filing date
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`for any paper in which the cross-examination testimony is expected to be used. Id.
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`7. MOTION TO AMEND
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`Patent Owner may file a motion to amend without prior authorization from
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`the Board. Nevertheless, Patent Owner must confer with the Board before filing
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`such a motion. 37 C.F.R. § 42.121(a). To satisfy this requirement, Patent Owner
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`should request a conference call with the Board no later than two weeks before
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`DUE DATE 1. See Section B below regarding DUE DATES.
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`Patent Owner has the option to receive preliminary guidance from the Board
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`on its motion to amend. See Notice Regarding a New Pilot Program Concerning
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`Motion to Amend Practice and Procedures in Trial Proceedings Under the America
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`Invents Act Before the Patent Trial and Appeal Board, 84 Fed. Reg. 9,497
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`(Mar. 15, 2019) (“MTA Pilot Program Notice”). If Patent Owner elects to request
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`4
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`preliminary guidance from the Board on its motion, it must do so in its motion to
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`amend filed on DUE DATE 1.
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`Any motion to amend and briefing related to such a motion shall generally
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`follow the practices and procedures described in the MTA Pilot Program Notice
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`unless otherwise ordered by the Board in this proceeding. The parties are further
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`directed to the Board’s Guidance on Motions to Amend in view of Aqua Products
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`(https://go.usa.gov/xU6YV), and Lectrosonics, Inc. v. Zaxcom, Inc., IPR2018-
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`01129 Paper 15 (PTAB Feb. 25, 2019) (Order) (precedential).
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`As indicated in the MTA Pilot Program Notice, Patent Owner has the option
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`at DUE DATE 3 to file a revised motion to amend (instead of a reply, as noted
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`above) after receiving Petitioner’s opposition to the original motion to amend
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`and/or after receiving the Board’s preliminary guidance (if requested). A revised
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`motion to amend must provide amendments, arguments, and/or evidence in a
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`manner that is responsive to issues raised in the preliminary guidance and/or
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`Petitioner’s opposition.
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`If Patent Owner files a revised motion to amend, the Board shall enter a
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`revised scheduling order setting the briefing schedule for that revised motion and
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`adjusting other due dates as needed. See MTA Pilot Program Notice, App’x B 1B.
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`As also discussed in the MTA Pilot Program Notice, if the Board issues
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`preliminary guidance on the motion to amend and Patent Owner does not file either
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`a reply to the opposition to the motion to amend or a revised motion to amend at
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`DUE DATE 3, Petitioner may file a reply to the Board’s preliminary guidance, no
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`later than three (3) weeks after DUE DATE 3. The reply may only respond to the
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`preliminary guidance. Patent Owner may file a sur-reply in response to
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`Petitioner’s reply to the Board’s preliminary guidance. The sur-reply may only
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`respond to arguments made in Petitioner’s reply and must be filed no later than
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`5
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`three (3) weeks after Petitioner’s reply. No new evidence may accompany the
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`reply or the sur-reply in this situation.
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`8. ORAL ARGUMENT
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`Requests for oral argument must comply with 37 C.F.R. § 42.70(a). To
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`permit the Board sufficient time to schedule the oral argument, the parties may not
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`stipulate to an extension of the request for oral argument beyond the date set forth
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`in the Due Date Appendix.
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`Unless the Board notifies the parties otherwise, oral argument, if requested,
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`will be held at the USPTO headquarters in Alexandria.
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`Seating in the Board’s hearing rooms may be limited, and will be available
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`on a first-come, first-served basis. If either party anticipates that more than five (5)
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`individuals will attend the argument on its behalf, the party should notify the Board
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`as soon as possible, and no later than the request for oral argument. Parties should
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`note that the earlier a request for accommodation is made, the more likely the
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`Board will be able to accommodate additional individuals.
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`
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`B. DUE DATES
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`This Order sets due dates for the parties to take action after institution of the
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`proceeding. The parties may stipulate different dates for DUE DATES 1 through
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`3, 5, and 6 (earlier or later, but no later than DUE DATE 7). In stipulating to move
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`any due dates in this Scheduling Order, the parties must be cognizant that the
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`Board requires four weeks after the filing of an opposition to the motion to amend
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`(or the due date for the opposition, if none is filed) for the Board to issue its
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`preliminary guidance, if requested by Patent Owner. A notice of the stipulation,
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`specifically identifying the changed due dates, must be promptly filed. The parties
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`may not stipulate an extension of DUE DATES 4, 7, and 8.
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`6
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`In stipulating different dates, the parties should consider the effect of the
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`stipulation on times to object to evidence (37 C.F.R. § 42.64(b)(1)), to supplement
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`evidence (37 C.F.R. § 42.64(b)(2)), to conduct cross-examination (37 C.F.R.
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`§ 42.53(d)(2)), and to draft papers depending on the evidence and cross-
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`examination testimony.
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`1. DUE DATE 1
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`Patent Owner may file—
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`a. a response to the petition (37 C.F.R. § 42.120). If Patent Owner elects
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`not to file a response, Patent Owner must arrange a conference call with the parties
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`and the Board. Patent Owner is cautioned that any arguments for patentability not
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`raised in the response may be deemed waived; and
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`b. a motion to amend the patent (37 C.F.R. § 42.121).
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`2. DUE DATE 2
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`Petitioner may file a reply to Patent Owner’s response.
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`Petitioner may file an opposition to the motion to amend.
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`3. DUE DATE 3
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`Patent Owner may file a sur-reply to Petitioner’s reply.
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`Patent Owner may also file either:
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`a. a reply to the opposition to the motion to amend and preliminary board
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`guidance (if provided); or
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`b. a revised motion to amend.
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`4. DUE DATE 4
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`Either party may file a request for oral argument (may not be extended by
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`stipulation).
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`5. DUE DATE 5
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`Petitioner may file a sur-reply to Patent Owner’s reply to the opposition to
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`the motion to amend.
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`7
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`Either party may file a motion to exclude evidence (37 C.F.R. § 42.64(c)).
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`6. DUE DATE 6
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`Either party may file an opposition to a motion to exclude evidence.
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`Either party may request that the Board hold a pre-hearing conference.
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`7. DUE DATE 7
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`Either party may file a reply to an opposition to a motion to exclude
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`evidence.
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`8. DUE DATE 8
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`The oral argument (if requested by either party) shall be held on this date.
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`Approximately one month before the argument, the Board will issue an order
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`setting the start time of the hearing and the procedures that will govern the parties’
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`arguments.
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`8
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`DUE DATE APPENDIX
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`DUE DATE 1 .............................................................February 28, 2020
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`Patent Owner’s response to the petition
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`Patent Owner’s motion to amend the patent
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`DUE DATE 2 ................................................................... May 22, 2020
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`Petitioner’s reply to Patent Owner’s response to the petition
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`Petitioner’s opposition to Patent Owner’s motion to amend
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`DUE DATE 3 ..................................................................... July 6, 2020
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`Patent Owner’s sur-reply to Petitioner’s reply to the response to the
`petition
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`Patent Owner’s reply to Petitioner’s opposition to the motion to
`amend OR Patent Owner’s revised motion to amend
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`DUE DATE 4 ................................................................... July 27, 2020
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`Request for oral argument (may not be extended by stipulation)
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`DUE DATE 5 ............................................................... August 17, 2020
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`Petitioner’s sur-reply to the opposition to the motion to amend
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`Motion to exclude evidence
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`DUE DATE 6 ............................................................... August 24, 2020
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`Opposition to motion to exclude
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`Request for pre-hearing conference
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`DUE DATE 7 ............................................................... August 31, 2020
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`Reply to opposition to motion to exclude
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`DUE DATE 8 ............................................................ September 9, 2020
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`Oral argument (if requested)
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`9
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`IPR2019-01165 (Patent 9,978,107 B2)
`IPR2019-01171 (Patent 9,978,107 B2)
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`PETITIONER:
`
`Nathan J. Rees
`R. Ross Viguet
`Robert L. Greeson
`Erik Janitens
`NORTON ROSE FULBRIGHT US LLP
`nate.rees@nortonrosefulbright.com
`ross.viguet@nortonrosefulbright.com
`robert.greeson@nortonrosefulbright.com
`erik.janitens@nortonrosefulbright.com
`RPX_IPR_Service@nortonrosefulbright.com
`
`
`
`PATENT OWNER:
`
`William P. Ramey, III
`Melissa D. Schwaller
`RAMEY & SCHWALLER, LLP
`wramey@rameyfirm.com
`mschwaller@rameyfirm.com
`
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`10
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