Shannon Gutierrez v. Home Depot U.S.A., Inc.

Filing 21

PROTECTIVE ORDER by Magistrate Judge Stephen J. Hillman re Stipulation for Protective Order 20 (sbu)

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1 2 3 4 5 Michael J. Sexton, Bar No. 153435 michael.sexton@ogletreedeakins.com Natalie R. Alameddine, Bar No. 296423 natalie.alameddine@ogletreedeakins.com OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C. Park Tower, Suite 1500 695 Town Center Drive Costa Mesa, CA 92626 Telephone: 714.800.7900 Facsimile: 714.754.1298 6 7 Attorneys for Defendant HOME DEPOT U.S.A., INC. 8 Douglas N. Silverstein, Esq. Lauren J. Morrison, Esq. KESLUK, SILVERSTEIN & JACOB, P.C. 10 9255 Sunset Boulevard, Suite 411 Los Angeles, California 90069-3309 11 Telephone: 310.273.3180 Facsimile: 310.273.6137 9 12 13 Attorneys for Plaintiff SHANNON GUTIERREZ 14 UNITED STATES DISTRICT COURT 15 CENTRAL DISTRICT OF CALIFORNIA 16 17 SHANNON GUTIERREZ, an individual, Case No. 2:14-CV-07371-BRO-SH Plaintiff, 18 19 vs. HOME DEPOT USA, INC., a Delaware Corporation; and 21 DOES 1 to 60; inclusive, 20 22 23 24 Defendants. Assigned for all purposes to: District Judge: Beverly Reid O’Connell Magistrate Judge: Stephen J. Hillman PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION Action Filed: Trial Date: August 15, 2014 None Set 25 26 27 28 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION [PROPOSED] ORDER 1 2 3 GOOD CAUSE APPEARING, the Court hereby approves this Stipulation and Protective Order. 4 5 IT IS SO ORDERED. 6 7 Dated: Honorable Stephen J. Hillman 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1 [PROPOSED] PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION Plaintiff Shannon Gutierrez (“Plaintiff”) and Defendant Home Depot, U.S.A., 1 2 Inc. (“Defendant”) (collectively, the “Parties”) agree as follows: 3 I. PURPOSES AND LIMITATIONS 4 Disclosure and discovery activity in this action are likely to involve 5 production of confidential, proprietary, or private information for which special 6 protection from public disclosure and from use for any purpose other than 7 prosecuting this litigation may be warranted. Accordingly, the parties stipulate to and 8 petition the Court to enter the following Stipulated Protective Order. The parties 9 acknowledge that this Order does not confer blanket protections on all disclosures or 10 responses to discovery and that the protection it affords from public disclosure and 11 use extends only to the limited information or items that are entitled to confidential 12 treatment under applicable legal principles. The parties further acknowledge that this 13 Stipulated Protective Order does not entitle them to file confidential information 14 under seal; Civil Local Rule 79-5 sets forth the procedures that must be followed and 15 the standards that will be applied when a party seeks permission from the Court to 16 file material under seal. 17 II. DEFINITIONS 18 In this Stipulated Protective Order, the following definitions apply: 19 1. 20 21 22 23 24 25 26 “Confidential” means information or items that are protected from disclosure under Federal Rule of Civil Procedure 26(c). 2. “Challenging Party” means the party that challenges the designation of information or items as “Confidential.” 3. “Defendant” means Home Depot U.S.A., Inc., including its agents, employees, or representatives. 4. “Designating Party” means the party that designates information or items as “Confidential.” 27 5. “Designated Material” means information or items that are designated 28 “Confidential.” 2 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 III. SCOPE 2 The protections conferred by this Stipulated Protective Order cover not only 3 Designated Material and Confidential Material, as those terms are defined above, but 4 also (1) any information extracted from Designated Material or Confidential 5 Material; (2) all copies, excerpts, summaries, or compilations of Designated Material 6 or Confidential Material; and (3) any testimony, conversations, or presentations by 7 Parties or their counsel that might reveal Designated Material or Confidential 8 Material. However, the protections conferred by this Stipulated Protective Order do 9 not cover information that is already in the public domain when disclosing or 10 producing such information or becomes part of the public domain after such 11 information is disclosed or produced as a result of publication not involving a 12 violation of this Order, including becoming part of the public record through trial or 13 otherwise. Any use of Designated Material at trial will be governed by a separate 14 agreement or order. 15 IV. DURATION 16 The obligations imposed by this Order will remain in effect until a 17 Designating Party agrees otherwise in writing or the Court orders otherwise. 18 V. DESIGNATING MATERIAL AS “CONFIDENTIAL” 19 The Parties agree to exercise care and restraint in designating items or 20 information as “Confidential.” To that end, the Designating Party will only designate 21 as “Confidential” items or information, or parts thereof, that qualify as such under 22 this Order. 23 The process for designating items or information as “Confidential” is as 24 follows: 25 1. Documents: For information in documentary form (e.g., paper or 26 electronic documents other than deposition transcripts or transcripts of other pretrial 27 or trial proceedings), the producing party must label each page that contains 28 Designated Material as “CONFIDENTIAL.” If only a portion or portions of the 3 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 material on a page qualifies for protection, the producing party must also clearly 2 identify the protected portion(s) (e.g., by making appropriate markings in the 3 margins). 2. 4 Testimony: For testimony given in deposition or in other pretrial or trial 5 proceedings, the Designating Party must identify on the record, before the close of 6 the deposition, hearing, or other proceeding, all protected testimony. 3. 7 Other: For information produced in some form other than documentary 8 and for any other tangible items, the producing party must label the exterior of the 9 container or containers in which the information or item is stored the term 10 “CONFIDENTIAL.” If only a portion or portions of the information or item warrant 11 protection, the producing party, to the extent practicable, must identify the protected 12 portion(s). 13 If a party inadvertently fails to designate material as “Confidential” and timely 14 corrects such error, the inadvertent failure to designate qualified information or items 15 will not, by itself, waive the Designating Party’s right to secure protection under this 16 Order for such material. Upon timely correction of a designation, the Receiving 17 Party must make reasonable efforts to assure that the material is treated in 18 accordance with the provisions of this Order. 19 VI. CHALLENGING “CONFIDENTIAL” DESIGNATIONS 20 The process for challenging information or items designated “Confidential” is 21 as follows: 22 a. Timing: Unless a prompt challenge to a Designating Party’s designation 23 of items or information as “Confidential” is necessary to avoid foreseeable and 24 substantial unfairness or unnecessary economic burden, such designation may be 25 challenged at any time. 26 b. Meet and Confer: The Challenging Party must initiate the dispute 27 resolution process by providing written notice of each designation it is challenging 28 and briefly describing the basis for each challenge. Within 14 days of receiving such 4 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 notice, the parties must meet and confer, either in person or by telephone, to try to 2 resolve the dispute. Only if the parties are unable to resolve the dispute through the 3 meet and confer process, or if a party refuses to meet and confer, may the 4 Challenging Party seek judicial intervention. 5 c. Judicial Intervention: If the parties cannot resolve a challenge without 6 judicial intervention, the Designating Party must file and serve a motion to retain 7 confidentiality within 30 days of the parties agreeing that the meet and confer 8 process will not resolve their dispute, unless the parties agree in writing to a later 9 deadline. The Designating Party must include with its motion a declaration affirming 10 that they have complied with the meet and confer requirements of this Order. If the 11 Designating Party fails to make such a motion, including the required declaration, 12 the “Confidential” designation will be deemed waived. 13 The burden of persuasion for any such motion is on the Designating Party. 14 However, frivolous challenges or challenges made for an improper purpose (e.g., to 15 harass or impose unnecessary burden or expense) may expose the Challenging Party 16 to sanctions. 17 Unless the Designating Party waives confidentiality by failing to timely make 18 a motion to retain confidentiality as described above, all parties must continue to 19 treat Designated Material as “Confidential” until the Court orders otherwise. 20 VII. USE OF MATERIAL DESIGNATED “CONFIDENTIAL” 21 a. Generally: A receiving party may use Designated Material produced by 22 another party only in connection with prosecuting, defending, or attempting to settle 23 this litigation. Designated Material must be stored or maintained by the receiving 24 party at a location and in such a manner that ensures access to Designated Material is 25 limited to persons authorized by this Order. 26 b. Disclosure of Designated Material in this Litigation: A receiving party 27 may only disclose items or information designated “Confidential” if doing so is 28 reasonably necessary to prosecute, defend, or attempt to settle this litigation and only 5 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 to (i) the receiving party’s counsel of record in this matter, including their counsel’s 2 employees; (ii) the officers, directors, and employees, including in-house legal 3 counsel, of the receiving party; (iii) either Party’s expert witnesses who have signed 4 the “Acknowledgement and Agreement to Be Bound” marked as “Exhibit A”; (iv) 5 percipient witnesses who have signed the “Acknowledgment and Agreement to Be 6 Bound” marked as “Exhibit A”; (v) the Court and its personnel; (vi) court reporters 7 and their staff, professional jury or trial consultants, mock jurors, and professional 8 vendors who have signed the “Acknowledgement and Agreement to Be Bound; (vii) 9 the author or recipient of Designated Material or a custodian or other person who 10 possessed or knew the information. c. 11 Disclosure of Designated Material in Other Litigation: If a Party is 12 served with a subpoena or court order issued in other litigation that compels the 13 disclosure of any information or items designated “Confidential” in this litigation, 14 that Party must: (i) 15 promptly notify the Designating Party in writing, including 16 providing a copy of the subpoena or court order; (ii) 17 promptly notify in writing the party who caused the subpoena or 18 court order to issue in the other litigation that some or all of the material covered by 19 the subpoena or court order is subject to this Order; and (iii) 20 cooperate with respect to all reasonable procedures sought to be 21 pursued by the Designating Party whose protected Designated Material may be 22 affected. 23 If the Designating Party timely seeks a protective order, the Party served with 24 the subpoena or court order may not produce any information designated 25 “Confidential” in this litigation before a determination by the court from which the 26 subpoena or order issued absent express written permission of the Designating Party. 27 /// 28 /// 6 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 VIII. UNAUTHORIZED OR INADVERTANT DISCLOSURE a. 2 Unauthorized Disclosure to a Non-Party: If a Party receives Designated 3 Material from another Party and discloses such material to a non-party in any 4 circumstance that is not authorized by this Order, the receiving Party must 5 immediately: (i) notify the Designating Party in writing of the unauthorized 6 disclosure(s); (ii) use its best efforts to retrieve all such Designated Material from 7 whoever received the unauthorized disclosure; (iii) inform the person or persons to 8 whom all unauthorized disclosures were made about the existence and terms of this 9 Order; and (iv) request such person or persons to sign the “Acknowledgment and 10 Agreement to Be Bound” that is attached as “Exhibit A.” b. 11 12 Inadvertent Disclosure to a Party: If a Party inadvertently produces or discloses Designated Material or items or information that are subject to a claim of 13 privilege or other protection from disclosure, the receiving Party is obligated to 14 comply with the requirements set forth in Federal Rule of Civil Procedure 26(b)(5). 15 IX. FILING DESIGNATED MATERIAL 16 A Party may not file Designated Material in the public record of this litigation 17 absent written permission from the Designating Party or Court authorization 18 obtained after appropriate notice to the Designating Party. 19 A Party that seeks to file Designated Material under seal must comply with the 20 requirements set forth in Local Rule 79-5. If the filing Party’s request to file 21 Designated Material under seal is denied by the Court, then the filing Party may file 22 the Designated Material in the public record consistent with the applicable Local 23 Rules unless otherwise instructed by the Court. 24 X. FINAL DISPOSITION 25 Except as explained below, each Party must return or destroy all Designated 26 Material within 60 days of the later of (1) dismissal of all claims and defenses in this 27 action, with or without prejudice, or (2) the entry of final judgment after the 28 completion, exhaustion, or waiver of all appeals, rehearings, trials, or reviews of this 7 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 action, including the time limits for filing any motions or applications for extension 2 of time under applicable law. Counsel may retain archival copies of all pleadings, 3 motion papers, transcripts, reports, attorney work product, and consultant or expert 4 work product, even if such materials contain Designated Material. Any such archival 5 copies that contain or constitute Designated Material remain subject to the terms of 6 this Order. 7 Dated: January 14, 2015 8 9 10 11 _________________________________ STEPHEN J. HILLMAN UNITED STATES MAGISTRATE JUDGE 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 8 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION EXHIBIT A 1 2 CERTIFICATION RE CONFIDENTIAL MATERIALS 3 4 I hereby acknowledge that I, 5 [NAME], 6 [POSITION AND EMPLOYER], am about to 7 receive Confidential Materials supplied in connection with the Proceeding, Case No. 8 2:14-CV-07371-BRO-SH, I certify that I understand that the Confidential Materials 9 are provided to me subject to the terms and restrictions of the Stipulation and 10 Protective Order filed in this Proceeding. I have been given a copy of the Stipulation 11 and Protective Order; I have read it, and I agree to be bound by its terms. 12 I understand that Confidential Materials, as defined in the Stipulation and 13 Protective Order, including any notes or other records that may be made regarding 14 any such materials, shall not be Disclosed to anyone except as expressly permitted by 15 the Stipulation and Protective Order. I will not copy or use, except solely for the 16 purposes of this Proceeding, any Confidential Materials obtained pursuant to this 17 Protective Order, except as provided therein or otherwise ordered by the Court in the 18 Proceeding. 19 / / / 20 / / / 21 / / / 22 23 24 25 26 27 28 9 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 I further understand that I am to retain all copies of all Confidential Materials 2 provided to me in the Proceeding in a secure manner, and that all copies of such 3 Materials are to remain in my personal custody until termination of my participation 4 in this Proceeding, whereupon the copies of such Materials will be returned to 5 counsel who provided me with such Materials. 6 I declare under penalty of perjury, under the laws of the State of California, 7 that the foregoing is true and correct. 8 Executed this _____ day of ___________, 20____, at ___________________, 9 ____________________________. 10 11 12 DATED: BY: 13 Signature 14 Title 15 Address 16 17 City, State, Zip 18 Telephone Number 19 20 21 22 23 24 25 26 27 28 10 PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION CERTIFICATE OF SERVICE Shannon Gutierrez v. Home Depot USA, Inc. 1 2 I am and was at all times herein mentioned over the age of 18 years and not a party to the action in which this service is made. At all times herein mentioned I 4 have been employed in the County of Orange in the office of a member of the bar of this court at whose direction the service was made. My business address is 695 Town Center Drive, Suite 1500, Costa Mesa, CA 92626. 5 3 6 7 On January 14, 2015, I served the following document(s): [PROPOSED] PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 8 9 10 BY CM/ECF SYSTEM: I caused the above-referenced document(s) to be sent by electronic transmittal to the Clerk’s Office using the CM/ECF System for filing which generated a Notice of Electronic Filing to the CM/ECF registrants in this case. 11 (the original) (a true copy thereof) in a sealed envelope addressed by placing as stated on the attached mailing list. 12 BY OVERNIGHT DELIVERY: I placed the sealed envelope(s) or 13 package(s) designated by the express service carrier for collection and overnight delivery by following the ordinary business practices of Ogletree, 14 Deakins, Nash, Smoak & Stewart P.C., Costa Mesa, California. I am readily familiar with Ogletree, Deakins, Nash, Smoak & Stewart P.C.’s practice for 15 collecting and processing of correspondence for overnight delivery, said practice being that, in the ordinary course of business, correspondence for 16 overnight delivery is deposited with delivery fees paid or provided for at the carrier’s express service offices for next-day delivery. 17 18 19 20 21 BY MAIL: I placed the envelope for collection and mailing, following our ordinary business practices. I am readily familiar with the practice of Ogletree, Deakins, Nash, Smoak & Stewart P.C.’s practice for collecting and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service, in a sealed envelope. 23 (Federal) I declare that I am employed in the office of a member of the State Bar of this Court at whose direction the service was made. I declare under penalty of perjury under the laws of the United States of America that the above is true and correct. 24 Executed on January 14, 2015, at Costa Mesa, California. 22 25 26 Erin Montgomery Signature 27 Type or Print Name 28 11 STIPULATION AND [PROPOSED] PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION 1 SERVICE LIST Shannon Gutierrez v. Home Depot USA, Inc. 2 3 4 5 6 7 Douglas N. Silverstein, Esq. Lauren J. Morrison, Esq. KESLUK, SILVERSTEIN & JACOB, P.C. 9255 Sunset Boulevard, Suite 411 Los Angeles, California 90069-3309 (310) 273-3180 (310) 273-6137 Fax Attorneys for Plaintiff, SHANNON GUTIERREZ 8 9 19627002.1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 12 STIPULATION AND [PROPOSED] PROTECTIVE ORDER REGARDING PRODUCTION OF CONFIDENTIAL DOCUMENTS AND PROPRIETARY INFORMATION

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