Windsor Capital LP v. US Foods Inc

Filing 14

AGREED PROTECTIVE ORDER. Signed by Judge James M. Moody Jr. on 10/17/2016. (jak)

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IN THE UNITED STATES DISTRICT COURT EASTERN DISTRICT OF ARKANSAS WINDSOR CAPITAL, LP V. PLAINTIFF Case No. 4:16-CV220-JM US FOODS, INC. DEFENDANT AGREED PROTECTIVE ORDER The parties to this Agreed Protective Order have agreed to the terms of this Order; accordingly, it is ORDERED: 1. Scope. All materials produced or adduced in the course of discovery, responses to discovery requests, deposition testimony and exhibits, and information derived directly therefrom (hereinafter collectively "documents"), shall be subject to this Order concerning Confidential Information as defined below. This Order is subject to the Local Rules of the United States District Court, Eastern District of Arkansas, and the Federal Rules of Civil Procedure on matters of procedure and calculation of time periods. 2. Confidential Information. As used in this Order, "Confidential Information” means: (a) information protected from disclosure by statute; (b) information that reveals trade secrets; (c) research, development, or commercial information that the party has maintained as confidential; (d) personal identity information; (e) personnel or employment records of a person who is not a party to the case; and/or (f) business or proprietary, including financial, information. Information or documents that are available to the public may not be designated as Confidential Information. 1 3. Designation. (a) A party may designate a document as Confidential Information for protection under this Order by placing or affixing the words "CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER" on the document and on all copies in a manner that will not interfere with the legibility of the document. As used in this Order, "copies" includes electronic images, duplicates, extracts, summaries, descriptions, or correspondence from counsel of record that contain the Confidential Information. The marking "CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER”, shall be applied prior to or at the time the documents or information are produced or disclosed. Applying the marking "CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER" to a document does not mean that the document has any status or protection by statute or otherwise except to the extent and for the purposes of this Order. Any copies that are made of any documents marked "CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER" shall be also be so marked. (b) A party may designate a document as Confidential Information only after review of the document by an attorney or a party appearing pro se who has in good faith determined that the document contains Confidential Information as defined in this order. 4. Depositions. No later than the fourteenth day after receipt of the deposition transcript, a party may serve a Notice of Designation to all parties of record as to specific portions of the testimony that are designated Confidential Information, and thereafter those portions identified in the Notice of Designation shall be protected under the terms of this Order unless counsel or another party objects, which will result in the parties taking the matter before the court. The failure to serve a timely Notice of Designation shall waive any designation of 2 testimony taken in that deposition as Confidential Information, unless an attorney or party designates such information during the deposition as Confidential Information on the record. 5. Protection of Confidential Material. (a) General Protections. Confidential Information shall not be used or disclosed by the parties, counsel for the parties or any other persons identified in subparagraph (b) for any purpose whatsoever other than to prepare for and to conduct discovery and trial in this action, including any appeal thereof. (b) Limited Third-Party Disclosures. The parties and counsel for the parties shall not disclose or permit the disclosure of any Confidential Information to any third person or entity except as set forth in subparagraphs (1)-(8). Subject to these requirements, the following categories of persons may be allowed to review Confidential Information: (1) Counsel. Counsel for the parties and employees of counsel who have responsibility for the preparation and trial of the action; (2) Parties. Individual parties and employees of a party but only to the extent counsel determines in good faith that the employee's assistance is reasonably necessary to the pursuit or defense of the litigation; (3) The Court and its personnel; (4) Court Reporters and Recorders. Court reporters and recorders engaged for depositions; (5) Contractors. Those persons specifically engaged for the limited purpose of making copies of documents or organizing or processing documents; (6) Consultants and Experts. Consultants, investigators, or experts employed by the parties or counsel for the parties to assist in the 3 preparation and trial of this action but only after such persons have completed the certification contained in Attachment A, Acknowledgment of Understanding and Agreement to Be Bound; (7) Witnesses at depositions. During their depositions, witnesses in this action to whom disclosure is reasonably necessary. Witnesses shall not retain a copy of documents containing Confidential Information, except witnesses may receive a copy of all exhibits marked at their depositions in connection with review of the transcripts. Pages of transcribed deposition testimony or exhibits to depositions that are designated as Confidential Information pursuant to the process set out in this Order must be separately bound by the court reporter and may not be disclosed to anyone except as permitted under this Order; and (8) Others by Consent. Other persons only by written consent of the producing party or upon order of the Court and on such conditions as may be agreed or ordered. · (c) Control of Documents. Counsel for the parties shall make reasonable efforts to prevent unauthorized or inadvertent disclosure of Confidential Information. Counsel shall maintain the originals of the forms signed by persons acknowledging their obligations under this Order for a period of three years after the termination of the case. 6. Filing of Confidential Information. This Order does not by itself, authorize the filing of any document under seal Any party wishing to file a document designated as Confidential Information in connection with a motion, brief or other submission to the Court must: (a) provisionally file the document under seal; (b) file at the same time a public-record 4 version of the document is filed with the Confidential Information excluded; and (c) move the Court for leave to file the Confidential Information under seal. That sealing motion must be filed before or simultaneously with the provisional filing of the Confidential Information under seal, and must be noticed for presentment promptly thereafter. Any document filed under seal without such a sealing motion may be stricken by the Court without notice. At the hearing on the sealing motion, the party that designated the document as Confidential Information has the burden of demonstrating the need for sealing. Any document served on another party and any paper, courtesy copy provided to the Court shall be a complete, unredacted version. 7. No Greater Protection of Specific Documents. No party may withhold information from discovery on the ground that it requires protection greater than that afforded by this Order unless the party moves for an order providing such special protection. 8. Challenges by a Party to Designation as Confidential Information. The designation of any material or document as Confidential Information is subject to challenge by any party. The following procedure shall apply to any such challenge: (a) Meet and Confer. A party challenging the designation of Confidential Information must do so in good faith and must begin the process by conferring directly with counsel for the designating party. In conferring, the challenging party must explain the basis for its belief that the confidentiality designation was not proper and must give the designating party an opportunity to review the designated material, to reconsider the designation, and, if no change in designation is offered, to explain the basis for the designation. The designating party must respond to the challenge within five (5) business days. (b) Judicial Intervention. A party that elects to challenge a confidentiality designation may file and serve a motion that identifies the challenged material and sets forth in 5 detail the basis for the challenge. Each such motion must be accompanied by a competent declaration that affirms that the movant has complied with the meet and confer requirements of this procedure. The burden of persuasion in any such challenge proceeding shall be on the designating party. Until the Court rules on the challenge, all parties shall continue to treat the materials as Confidential Information under the terms of this Order. 9. Action by the Court. Applications to the Court for an order relating to materials or documents designated Confidential Information shall be by motion. Nothing in this Order or any action or agreement of a party under this Order limits the Court's power to make orders concerning the disclosure of documents produced in discovery or at trial. 10. Use of Confidential Documents or Information at Trial. Nothing in this Order shall be construed to affect the admissibility of any document, material, or information at any trial or hearing. A party that intends to present or that anticipates that another party may present Confidential Information at a hearing or trial shall bring that issue to the Court's and parties' attention by motion or in a pretrial memorandum without disclosing the Confidential Information. The Court may thereafter make such orders as are necessary to govern the use of such documents or information at trial. 11. Confidential Information Subpoenaed or Ordered to be Produced in Other Litigation. (a) If a receiving party is served with a subpoena or an order issued in other litigation that would compel disclosure of any material or document designated in this action as Confidential Information, the receiving party must immediately notify the designating party in writing, within three business days after receiving the subpoena or order. Such notification must include a copy of the subpoena or court order. 6 (b) The receiving party also must immediately inform in writing the party who caused the subpoena or order to issue in the other litigation that some or all of the material covered by the subpoena or order is the subject of this Order. In addition, the receiving party must deliver a copy of this Order promptly to the party in the other action that caused the subpoena to issue. (c) The purpose of imposing these duties is to alert the interested persons to the existence of this Order and to afford the designating party in this case an opportunity to try to protect its Confidential Information in the court from which the subpoena or order issued. The designating party shall bear the burden and the expense of seeking protection in that court of its Confidential Information, and nothing in these provisions should be construed as authorizing or encouraging a receiving party in this action to disobey a lawful directive from another court. The obligations set forth in this paragraph remain in effect while the party has in its possession, custody, or control, Confidential Information by the other party to this case. 12. Challenges by Members of the Public to Sealing Orders. A party or interested member of the public has a right to challenge the sealing of particular documents that have been filed under seal, and the party asserting confidentiality will have the burden of demonstrating the propriety of filing under seal. 13. Obligations on Conclusion of Litigation. (a) Unless otherwise agreed or ordered, this Order shall remain in force after dismissal or entry of final judgment not subject to further appeal. (b) Within thirty days after dismissal or entry of final judgment not subject to further appeal, all Confidential Information and documents marked "CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER" under this Order, including copies as defined in 3(a), shall be returned to the producing party unless: (1) the document has been offered into evidence or filed without 7 restriction as to disclosure; (2) the parties agree to destruction in lieu of return; or (3) as to documents bearing the notations, summations, or other mental impressions of the receiving party, that party elects to destroy the documents, and certifies to the producing party that it has done so. Notwithstanding the above requirements to return or destroy documents, counsel may retain one complete set of all documents filed with the Court, including those filed under seal; and any attorney-work product, including an index which refers or relates to designated Confidential Information, so long as, that work product does not duplicate verbatim substantial portions of Confidential Information. Any retained Confidential Information shall continue to be protected under this Order. An attorney may use his or her work product in subsequent litigation, provided that its use does not disclose or use Confidential Information. (c) Deletion of Documents Filed under Seal from Electronic Filing Systems. Filings under seal shall be deleted from any electronic filing system utilized by the parties or the Court only upon order of the Court. 14. Order Subject to Modification. This Order shall be subject to modification by the Court on its own initiative or on motion of a party or any other person withstanding concerning the subject matter. 15. No Prior Judicial Determination. This Order is entered based on the representations and agreements of the parties and for the purpose of facilitating discovery. Nothing herein shall be construed or presented as a judicial determination that any document or material designated Confidential Information by counsel or the parties is entitled to protection under Federal Rule of Civil Procedure 26(c) or otherwise until such time as the Court may rule on a specific document or issue. 8 16. Persons Bound. This Order shall take effect when entered and shall be binding upon all counsel of record and their law firms, the parties, and persons made subject to this Order by its terms. IT IS SO ORDERED THIS 17th day of October, 2016. _______________________________________ Honorable James M. Moody APPROVED BY: Attorneys for Plaintiff /s/ John D. Coulter John D. Coulter, ABN 98148 McMATH WOODS, P.A. 711 W. Third Street Little Rock, Arkansas 72201 Tel: (501) 396-5400 Fax: (501) 374-5118 Attorneys for Defendant /s/ S. Wesley Butler S. Wesley Butler (Admitted Pro Hac) Texas Bar No. 24045593 Kilpatrick Townsend & Stockton, LLP 2001 Ross Avenue, Suite 4400 Dallas, Texas 75201 Tel: (214) 922-7100 Fax: (214) 922-7101 9 IN THE UNITED STATES DISTRICT COURT EASTERN DISTRICT OF ARKANSAS WINDSOR CAPITAL, LP V. PLAINTIFF Case No. 4:16-CV220-JM US FOODS, INC. DEFENDANT ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND The undersigned hereby acknowledges that he/she has read the Agreed Protective Order dated _________________ in the above-captioned action and attached hereto, understands the terms thereof, and agrees to be bound by its terms. The undersigned submits to the jurisdiction of the United States District Court, Eastern District of Arkansas in matters relating to the Agreed Protective Order and understands that the terms of the Agreed Protective Order obligate him/her to use materials designated as Confidential Information in accordance with the Order solely for the purposes of the above-captioned action, and not to disclose any such Confidential Information to any other person, firm or concern. The undersigned acknowledges that a willful violation of the Agreed Protective Order may result in sanctions entered by the Court. 10 APPROVED BY: Attorneys for Plaintiff /s/ John D. Coulter John D. Coulter, ABN 98148 McMATH WOODS, P.A. 711 W. Third Street Little Rock, Arkansas 72201 Tel: (501) 396-5400 Fax: (501) 374-5118 Attorneys for Defendant /s/ S. Wesley Butler S. Wesley Butler (Admitted Pro Hac) Texas Bar No. 24045593 Kilpatrick Townsend & Stockton, LLP 2001 Ross Avenue, Suite 4400 Dallas, Texas 75201 Tel: (214) 922-7100 Fax: (214) 922-7101 11

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