Bay City Surgery Center, Inc. et al v. International Longshore and Warehouse Union Pacific Maritime Association Welfare Plan Board of Trustees et al

Filing 76

PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL by Magistrate Judge Alexander F. MacKinnon. Re Stipulation for Protective Order 75 . (ib)

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1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 STRASBURGER & PRICE, LLP Charles “Scott” Nichols (SBN224257) E-mail: Jack G. Carnegie (pro hac vice) E-mail: Zachary W. Thomas (SBN 298174) E-mail: 909 Fannin, Suite 2300 Houston, Texas 77010 Telephone: (713) 951-5600 Facsimile: (713) 951-5660 SEYFARTH SHAW LLP D. WARD KALLSTROM (SBN 76937) E-mail: KEVIN J. LESINSKI (SBN 110862) E-mail: JONATHAN A. BRAUNSTEIN (SBN 227322) E-mail: 560 Mission Street, 31st Floor San Francisco, California 94105 Telephone: (415) 397-2823 Facsimile: (415) 397-8549 WILLIAMS KHERKHER LAW FIRM E. Armistead “Armi” Easterby (pro hac vice) E-mail: Sean McCarthy (pro hace vice) E-mail: 8441 Gulf Freeway, Suite 600 Houston, Texas 77017 Telephone: (713) 230-2200 Facsimile: (713) 643-6226 LEONARD CARDER LLP CHRISTINE S. HWANG (SBN 184549) E-mail: LINDSAY R. NICHOLAS (SBN 273063) E-mail: SARA B. TOSDAL (SBN 280322) E-mail: 1188 Franklin Street, Suite 201 San Francisco, California 94109 Telephone: 415-771-6400 Facsimile: 415-771-7010 Attorneys for Plaintiffs 16 Attorneys for Defendants 17 UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA 18 19 20 BAY CITY SURGERY CENTER, INC., et al., Plaintiffs, STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL; ORDER INTERNATIONAL LONGSHORE & WAREHOUSE UNION-PACIFIC MARITIME ASSOCIATION WELFARE PLAN BOARD OF TRUSTEES, et al., Date Action Filed: August 14, 2015 21 22 23 24 25 Case No. 15-cv-6209 MWF (AFM) v. Defendants. 26 27 28 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 Discovery in this action is likely to involve production of confidential, proprietary, 2 and private information for which special protection from public disclosure and from use 3 for any purpose other than prosecuting this litigation may be warranted. In the interest of 4 ensuring an efficient and prompt resolution of the above-captioned action and of 5 protecting confidential information from improper disclosure, Plaintiffs Bay City Surgery 6 Center, Inc., Medical Plaza of San Pedro, Inc., PACU, Inc., Minimally Invasive Surgical 7 Team of Glendale, Inc., S.H.A.R.P. Treatment of South Bay, Inc., and Southbay Spine 8 Group, Inc. (collectively, “Plaintiffs”) and Defendants ILWU-PMA Welfare Plan Board 9 of Trustees and ILWU-PMA Welfare Plan (“Defendants,” and together with Plaintiffs, 10 the “Parties”), by and through their counsel of record, hereby stipulate to the following 11 Protective Order, subject to approval and entry by the Court pursuant to Federal Rule of 12 Civil Procedure 26(c). The Parties acknowledge that this Protective Order does not 13 confer blanket protections on all disclosures or responses to discovery and that the 14 protection it affords from public disclosure and use extends only to limited information or 15 items that are entitled to confidential treatment under the applicable legal principles. 16 The Parties submit that “good cause” exists to enter this Protective Order in light 17 of the sensitive and confidential nature of personal health and other private information 18 underlying the Parties’ disputes. In particular, the Parties’ disputes will involve the 19 examination of patients’ medical records and other documents containing protected 20 health information otherwise generally unavailable to the public and which is protected 21 from disclosure pursuant to, inter alia, the Health Insurance Portability and 22 Accountability Act (HIPAA). To expedite the flow of information, to facilitate the 23 prompt resolution of disputes over confidentiality of discovery materials, to adequately 24 protect information the Parties are entitled to keep confidential, to ensure that the Parties 25 are permitted reasonable necessary uses of such material in preparation for trial, and to 26 serve the ends of justice, a protective order governing the treatment and disclosure of 27 such information is justified in this matter. It is the intent of the Parties that information 28 will not be designated as “confidential” without a good faith belief that it has been 1 maintained in a confidential, non-public manner and that there is good cause why it 2 should not be part of the public record of this case. 3 The Parties further acknowledge, as set forth in paragraph 12 below, that this 4 Protective Order does not entitle them to file confidential information under seal absent 5 compliance with Civil Local Rule 79-5. 6 7 1. Definitions a) “Acclaim Recovery” shall refer to Acclaim Recovery Management 8 and its employees, agents, representatives, attorneys, investigators, 9 consultants, and experts, and any other person or entities acting on its 10 11 behalf. b) “Action” means the above-captioned case pending in this Court, 12 including any related discovery, pretrial, trial, post-trial or appellate 13 proceeding. 14 c) “Badger Billing” shall refer to Badger Billing Company and its 15 employees, agents, representatives, attorneys, investigators, 16 consultants, and experts, and any other person or entities acting on its 17 behalf. 18 d) “Confidential Health/Identifying Material” shall mean Material 19 (regardless of how generated, stored, or maintained) or tangible things 20 that relate to or describe information supplied in any form, or any 21 portion thereof, that specifically identifies a Plan participant or 22 beneficiary, or a patient of any of the Plaintiffs, and relates to the past, 23 present, or future care, services, or supplies relating to the physical or 24 mental health or condition of such individual, or the provision of 25 health care to such individual. Confidential Health/Identifying 26 Material consists of: medical bills, claims forms, charge sheets, 27 medical records, medical charts, test results, notes, dictation, invoices, 28 itemized billing statements, remittance advice forms, explanations of 2 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 benefits, checks, notices, and requests for information or 2 documentation related to a Plan participant or beneficiary, as well as 3 any summaries or compilations of the information contained in these 4 documents, to the extent that such documents includes information 5 that independently constitutes Confidential Health/Identifying 6 Material such as a Plan participant or beneficiary’s social security 7 number. Confidential Health/Identifying Material is intended to 8 encompass all documents or information regarding individuals subject 9 to the Standards for Privacy of Individually Identifiable Health 10 Information, 45 CFR parts 160 and 164, promulgated pursuant to the 11 Health Insurance Portability and Accountability Act (“HIPAA”), or 12 other similar statutory or regulatory privacy protections. Confidential 13 Health/Identifying Material is limited to records that contain any of 14 the following Unredacted participant, patient, or member identifiers: 15 i. names; 16 ii. all geographic subdivisions smaller than a City, including street 17 18 address and zip code; iii. all elements of dates (except year) for dates directly related to 19 an individual, including birth date, admission date, discharge 20 date, age, and date of death; 21 iv. telephone numbers; 22 v. fax numbers; 23 vi. electronic mail addresses; 24 vii. social security numbers; 25 viii. medical record numbers; 26 ix. account numbers; 27 x. certificate/license numbers; 28 3 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 xi. 2 vehicle identifiers and serial numbers, including license plate numbers; 3 xii. 4 web universal resource locators (“URLs”) specific to a participant or beneficiary; 5 xiii. internet protocol (“IP”) address numbers specific to a 6 participant or beneficiary; 7 xiv. biometric identifiers, including finger and voice prints; 8 xv. full face photographic images and any comparable images; and 9 xvi. any other unique identifying number, characteristic, or code. 10 e) “Confidential Business Material” shall mean Material (regardless of 11 how generated, stored, or maintained) or tangible things that relate to 12 or describe information supplied in any form, or any portion thereof, 13 that reflect information of a proprietary business or confidential nature 14 and which the Designating Person (including any Party, TC3, ICM, 15 Badger Billing, or Acclaim Recovery) does not reveal to competitors, 16 potential competitors or third parties other than under compulsion in a 17 court or other proceeding, or which the Designating Person (including 18 any Party, TC3, ICM, Badger Billing, or Acclaim Recovery) causes 19 third parties to maintain in confidence, or documents and/or 20 information that any of the Parties reasonably believes to constitute or 21 contain trade secrets, proprietary information, confidential research, 22 development, testing, or commercial information, or other similar 23 information that is entitled to protection pursuant to the California 24 Uniform Trade Secrets Act or any equivalent law or rule of any other 25 applicable jurisdiction (a “Trade Secret”). “Confidential Business 26 Material” consists of: private or confidential data about specific 27 customers or employees, or former customers or employees, of the 28 Designating Party, the Designating Party’s vendors, or other related 4 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 entities; documents and/or information concerning aspects of the 2 Designating Party, the Designating Party’s vendors’, or other related 3 entities’ business that is entitled to protection as a Trade Secret; 4 documents and/or information concerning the relevant entity’s 5 finances to the extent such information constitutes a Trade Secret; and 6 any summaries or compilations of the information contained in the 7 aforementioned documents, but only to the extent that such summaries 8 or compilations themselves include Unredacted Confidential Business 9 Material or constitute Trade Secrets, including all contracts and 10 agreements between and among the Plan, Zenith, ICM and TC3 with 11 respect to welfare benefits servicing and claim handling in connection 12 with this case, all contracts and agreements between and among the 13 Plaintiffs, Badger Billing, and Acclaim Recovery, and all memoranda, 14 correspondence, emails or other documents which reflect, refer or 15 relate to any such contracts and agreements. 16 f) 17 18 Material and/or Confidential Business Material. g) 19 20 “Confidential Material” shall mean Confidential Health/Identifying “Designating Person” shall refer to a Person (including a Party) that designates Material as “Confidential” under this Order. h) “ICM” shall refer to Innovative Care Management, Inc. and its 21 employees, agents, representatives, attorneys, investigators, 22 consultants, and experts, and any other person or entities acting on its 23 behalf. 24 i) “Material” shall mean all documents, electronically stored 25 information, testimony and discovery responses, including all copies, 26 excerpts, and summaries thereof, relating to this case. 27 j) “Order” shall refer to this Stipulated Protective Order. 28 5 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 k) 2 3 “Party” or “Parties” mean any named party to this action, including all counsel and their support staff. l) “Person” shall refer to and include: 4 i. all Parties to the Action; and 5 ii. any other person or entity receiving, producing or disclosing 6 Material in the Action. 7 m) “Plan” shall refer to the ILWU-PMA Welfare Plan. 8 n) “Producing Person” or “Producing Party” shall mean and refer to a 9 10 Person (including a Party) that produces Material in the Action. o) “Receiving Person” or “Receiving Party” shall mean and refer to a 11 Person (including a Party) that receives Material from a Producing 12 Person or Producing Party. 13 p) “Redacted” when used with reference to Confidential Material shall 14 mean redactions or modifications which are sufficient to cause the 15 Confidential Material to cease to be Confidential, such as by redacting 16 a Person’s name, social security number or other identifying data. 17 When data has been Redacted, each such redaction shall bear a 18 notation that the data has been redacted. 19 q) “TC3” shall refer to TC3 Health, Inc. and its employees, agents, 20 representatives, attorneys, investigators, consultants, and experts, and 21 any other person or entities acting on its behalf. 22 r) 23 24 “Unredacted” shall refer to Confidential Material that could be, but has not been, redacted. s) “Zenith” shall refer to Zenith American Solutions, Inc. and its 25 employees, agents, representatives, attorneys, investigators, 26 consultants, and experts, and any other person or entities acting on its 27 behalf. 28 6 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 2. This Order shall govern the handling of all Confidential Material produced 2 during the course of the Action voluntarily, or in response to any discovery request made 3 pursuant to the Federal Rules of Civil Procedure, or as required or permitted by Court 4 order. The provisions of this Order shall apply to any Party to this Action or any other 5 Person or entity that produces Confidential Material during the course of this Action. 6 3. All Unredacted Confidential Material shall be used only for purposes of 7 preparing for and conducting the Action, including any appeals thereof, and shall not be 8 used by the Parties (other than the Producing Person) for any other purposes. The Court 9 reserves the right to modify this Order for good cause shown. 10 4. If Plaintiffs produce any Confidential Health/Identifying Material that 11 identifies any of Plaintiffs’ patients who is not a Plan participant or beneficiary, then 12 Defendants and their employees, agents, representatives, attorneys, investigators, 13 consultants, and experts, and any other person or entities acting on their behalf, agree not 14 to use the Confidential Health/Identifying Material to contact the patient for any purpose. 15 5. All Material produced in the Action, if such Material contains Confidential 16 Material, shall bear a stamp stating “Confidential” on each page of any such document or 17 on a sticker affixed to any such tangible thing. In the case of electronically stored 18 information produced in native format, the material may be designated by including 19 “CONFIDENTIAL” in the file or directory name, or by affixing the CONFIDENTIAL 20 legend onto the media containing the Material (e.g., CDROM, thumb drive, DVD). It 21 shall be the responsibility of the Producing Person to cause all Confidential Material to be 22 designated by the time such Confidential Material is disclosed. A Party or Non-Party that 23 makes original documents available for inspection need not designate them for protection 24 until after the inspecting Party has indicated which documents it would like copied and 25 produced. During the inspection and before the designation, all of the material made 26 available for inspection shall be deemed “CONFIDENTIAL.” After the inspecting Party 27 has identified the documents it wants copied and produced, the Producing Party must 28 determine which documents, or portions thereof, qualify for protection under this Order. 7 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 Then, before producing the specified documents, the Producing Party must mark them 2 Confidential consistent with this paragraph. 3 6. Any copies, excerpts, summaries or other documents reflecting or referring 4 to the Confidential substance or contents of Confidential Material other than in Redacted 5 form shall be designated as Confidential in accordance with this Order. 6 7 8 7. Except as otherwise provided in this Order, all Confidential Material shall be subject to the following restrictions: a) 9 The Confidential Material shall not be given, shown, made available or communicated in Unredacted form by any Receiving Person to 10 anyone except those persons specified in subparagraph 7(b) below to 11 whom the Receiving Person reasonably believes it is necessary that 12 such Confidential Material be given or shown for the purpose 13 permitted under paragraph 3 above. 14 b) Except as ordered by the Court, Unredacted Confidential Material 15 may be disclosed, for the purposes set forth in paragraph 3 above, 16 only to a “Qualified Person,” defined as follows and subject to the 17 provisions set forth in paragraph 8 below: 18 i. The Parties; 19 ii. Counsel of record for each Party, including attorneys, clerical, 20 paralegal, and other staff employed by such counsel, and 21 including any outside vendors providing litigation support or 22 photocopying services, who are assisting in the conduct of the 23 Action (counsel’s signature to this Stipulated Protective Order 24 shall be deemed to fulfill all signature requirements of this 25 Order for counsel and the represented Party); 26 iii. Witnesses and their counsel (other than Parties) in connection 27 with or at any interview, deposition or hearing in the Action, 28 subject to paragraph 8 below; 8 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 iv. Such consultants and experts retained by the Parties, or their 2 respective counsel, as they in good faith deem necessary to 3 provide assistance in connection with the conduct of the Action, 4 subject to paragraph 8 below; 5 v. 6 jurors; and 7 vi. 8 9 The Court, court personnel, potential jurors, jurors, or alternate Court reporters and their employees used in connection with the conduct of the Action. 8. Each Qualified Person described in subparagraph 7(b)(iii) or 7(b)(iv), above 10 to whom Unredacted Confidential Material is disclosed shall first be provided with a 11 copy of this Order and advised that such Unredacted Confidential Material is being 12 disclosed pursuant to and subject to the terms of this Order and that the Unredacted 13 Confidential Material may not be disclosed other than pursuant to the terms hereof. It 14 shall be the responsibility of counsel providing access to each Person (other than the 15 Producing Person) to whom Unredacted Confidential Material is disclosed with a copy of 16 this Order. Counsel shall also cause each person described in subparagraph 6(b)(iii) or 17 6(b)(iv) above to execute a certificate in the form attached as Exhibit A to this Order 18 prior to disclosing any Unredacted Confidential Material and shall be responsible for 19 holding the copy of the executed certificate. 20 9. Subject to all provisions of this Protective Order (including those regarding 21 the procedures for challenging a “Confidential Material” designation), information or 22 testimony disclosed at a deposition (and all or part of any exhibits thereto) may be 23 designated as Confidential Material by the Person providing such testimony, by a Party, 24 or by a Producing Person, if such Person either: 25 a) 26 27 28 Identifies on the record at the deposition those portions of the testimony that are designated as Confidential Material; or b) Provides written notification to all Parties within 30 calendar days of receipt of the transcript of the deposition specifying those pages and 9 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 lines of the transcript, and those portions of deposition exhibits, that 2 are designated as Confidential Material. 3 10. In the event a Party reasonably determines that it is necessary at a deposition 4 or hearing to show any Unredacted Confidential Material to a witness, as described in 5 subparagraph 7(b), above, any testimony directly related to the Confidential Material 6 shall be deemed to be Confidential Material, and the pages and lines of the transcript that 7 set forth such testimony shall be stamped as set forth in paragraph 5 of this Order. 8 11. Any Party may designate as “Confidential” any portion of a document that is 9 produced or disclosed without such designation by any third party, within thirty (30) 10 business days of production of such document (or such other time as may be agreed), 11 provided that and to the extent the designating Party reasonably determines that such 12 document contains Unredacted Confidential Material of a designating Party, was given to 13 the non-Party on a confidential basis, and the non-Party was required by statute, law, rule 14 or contract to maintain in confidence. 15 12. Material that has been designated “Confidential” by this Order, by any Party 16 or by any Producing Person shall not be filed, independently or as an attachment or 17 exhibit to any other document, in the public court file unless Redacted, or except as 18 provided in Civil Local Rule 79-5 and the Honorable Michael Fitzgerald’s Procedures 19 and Schedules. In other words, so long as all Protected Health Information (“PHI”) and 20 any other private and Confidential Material has been Redacted, the Parties need not treat 21 the information as Confidential. 22 13. No Party concedes that any Material designated by any other Person as 23 Confidential Material does in fact contain or reflect confidential information or has been 24 properly designated as Confidential Material. There shall be no prejudice to the right of a 25 Party to seek a determination by the Court of whether any particular document or 26 information should be subject to the terms of this Order, or to use or disclose Redacted 27 Confidential Material. 28 10 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 2 3 14. A Party does not waive its right to challenge a confidentiality designation by electing not to mount a challenge promptly after the original designation is disclosed. 15. Meet and Confer. A Party that elects to initiate a challenge to a Designating 4 Person’s confidentiality designation must do so in good faith and must begin the process 5 by conferring directly (in voice to voice or face to face dialogue; other forms of 6 communication are not sufficient) with counsel for the Designating Person, who shall 7 make herself or himself available at a reasonably convenient time within three (3) 8 business days. In conferring, the challenging Party must explain the basis for its belief 9 that the confidentiality designation was not proper and must give the Designating Person 10 an opportunity to review the designated material, to reconsider the circumstances, and, if 11 no change in designation is offered, to explain the basis for the chosen designation within 12 five (5) business days of the date the challenging Party explains its belief that the 13 confidentiality designation was not proper. A challenging Party may proceed to the next 14 stage of the challenge process only if it has engaged (or the designating Party refuses 15 timely to engage) in this meet and confer process first. 16 16. Judicial Intervention. If counsel are unable to settle their differences, they 17 shall formulate a written stipulation, unless otherwise ordered by the Court. The 18 stipulation shall be filed and served with the notice of motion. The stipulation must be 19 set forth in one document signed by counsel for all Parties. The stipulation shall contain 20 all issues in dispute and, with respect to each such issue, the contentions, points, and 21 authorities of each Party. The specification of the issues in dispute, and the Parties’ 22 contentions, points, and authorities with respect to such issues, may be preceded by an 23 introductory statement from each Party, provided that no Party’s introductory statement 24 shall exceed three (3) pages in length. When a Party states its contentions with respect to 25 a particular issue, such Party shall also state how it proposed to resolve the dispute over 26 that issue at the conference of counsel. Following the conference of counsel, counsel for 27 the challenging Party shall personally deliver, e-mail, or fax to counsel for the 28 designating Party the challenging Party’s portion of the stipulation, together with all 11 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 declarations and exhibits to be offered in support of the challenging Party’s position. 2 Unless the parties agree otherwise, within seven (7) days of receipt of the challenging 3 Party’s material, counsel for the designating Party shall personally deliver, e-mail, or fax 4 to counsel for the challenging Party the designating Party’s portion of the stipulation, 5 together with all declarations and exhibits to be offered in support of the designating 6 Party’s position. After the designating Party’s material is added to the stipulation by the 7 challenging Party’s counsel, the stipulation shall be provided to opposing counsel, who 8 shall sign it (electronically or otherwise) and return it to counsel for the challenging Party 9 no later than the end of the next business day, so that it can be filed with the notice of 10 motion. No other separate memorandum of points and authorities shall be filed by either 11 party in connection with the motion. The burden of persuasion in any such challenge 12 proceeding shall be on the Designating Person. Phillips ex rel. Byrd v. General Motors 13 Corp., 307 F.3d 1206, 1210-11 (9th Cir. 2002). Until the Court rules on the challenge, all 14 Parties shall continue to afford the material in question the level of protection to which it 15 is entitled under the Producing Person’s designation. 16 17. Subject to paragraph 3 above, should any non-Party seek access to the 17 Confidential Material, by request, subpoena, or otherwise, then the recipient of the 18 Confidential Material from whom such access is sought, as applicable, shall promptly 19 notify the Producing Person who produced such Confidential Material of such requested 20 access. If any Receiving Person (a) is subpoenaed in another action, (b) is served with a 21 demand in another action to which he/she or it is a party, or (c) is served with any other 22 legal process by one not a party to this Action seeking Material which was produced and 23 designated as Confidential Material, the Receiving Person shall give prompt, written 24 notice, by hand, e-mail, or facsimile transmission within ten (10) business days of receipt 25 of such subpoena, demand or legal process, to those who produced and/or designated the 26 Material. The Receiving Person shall not produce any of the Producing Person’s 27 Unredacted Confidential Material, unless ordered by a court to do so, until the later of 28 (i) ten (10) business days after providing the required notice to the Producing Person, or 12 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 (ii) the date of production specified in, or required by, the subpoena, demand or other 2 legal process. The Producing Person shall be solely responsible for timely asserting any 3 objection to the requested production. 4 18. Even after final disposition of this Action, this Order, insofar as it restricts 5 the communication and use of Unredacted Confidential Material, shall remain in effect 6 until a Designating Person agreed otherwise in writing or a court order otherwise directs. 7 Final disposition shall be deemed to be the later of (1) dismissal of all claims and 8 defenses in this Action, with or without prejudice; and (2) final judgment herein after the 9 completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this 10 Action, including the time limits for filing any motions or applications for extension of 11 time pursuant to applicable law. 12 19. After the final disposition of this Action, as defined in paragraph 18, within 13 60 days of a written request by the Designating Person, each Receiving Party must return 14 all Unredacted Confidential Material to the Producing Party or destroy such material. As 15 used in this subdivision, “all Unredacted Confidential Material” includes all copies, 16 abstracts, compilations, summaries, and any other format reproducing or capturing any of 17 the Unredacted Confidential Materials. Whether the Unredacted Confidential Material is 18 returned or destroyed, the Receiving Party must submit a written certification to the 19 Producing Party (and, if not the same person or entity, to the Designating Person) by the 20 60 day deadline that (1) identifies (by category, where appropriate) all the Unredacted 21 Confidential Material that was returned or destroyed and (2) affirms that the Receiving 22 Party has not retained any copies, abstracts, compilations, summaries or any other format 23 reproducing or capturing any of the Unredacted Confidential Material. Notwithstanding 24 this provision, Counsel are entitled to retain an archival copy of all pleadings, motion 25 papers, deposition, and hearing transcripts, legal memoranda, correspondence, deposition 26 exhibits, expert reports, attorney work product, and consultant and expert work product, 27 even if such materials contain Unredacted Confidential Material. Any such archival 28 13 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 copies that contain or constitute Unredacted Confidential Material remain subject to this 2 Protective Order. 3 20. Unless the Parties agree or the Court orders otherwise, the Court retains 4 jurisdiction after termination of this Action, to enforce the terms of this Order to make 5 such amendments, or additions to this Order as it may from time to time deem 6 appropriate or may be appropriate upon a motion by any Party. 7 8 9 21. The protection of Confidential Health/Identifying Material and Confidential Business Material at trial shall be governed by orders of the trial judge. 22. Nothing herein shall be deemed to waive or limit any applicable privilege or 10 work product or other protection, or to affect the ability of a party to seek relief for the 11 disclosure of information protected by privilege or work product protection, regardless of 12 the steps taken to prevent disclosure. 13 23. The production of privileged or protected material, whether inadvertent or 14 otherwise, is not a waiver of the privilege or protection from discovery in this case or in 15 any other federal or state proceeding. Regardless of the steps taken to prevent disclosure, 16 if a party produces information that it discovers, or in good faith later asserts, to be 17 privileged or otherwise protected from disclosure, the production of that information will 18 not constitute a waiver of any applicable privileges or other protection, and the Receiving 19 Party may not argue that the Producing Party failed to take reasonable steps to prevent 20 production of the privileged or protected materials. 21 24. In such circumstances, the Producing Party must notify in writing the 22 Receiving Party of the production and the basis for the privilege or other protection, and 23 request in writing the return or treatment of the produced privileged or protected 24 information consistent with Federal Rule of Civil Procedure 26(b)(5)(B). When a 25 Producing Party provides such notice, the obligations of the Receiving Parties are those 26 set forth in Federal Rule of Civil Procedure 26(b)(5)(B), and encompass all later created 27 excerpts, summaries, compilations, and other documents or records that include, 28 communicate or reveal the information claimed to be privileged or protected. 14 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 2 25. This Order shall be interpreted to provide the maximum protection allowed by Federal Rule of Evidence 502(d). 3 26. In the event that any Producing Party discovers that any Unredacted 4 Confidential Material has been disclosed to any person not entitled under this Protective 5 Order to receive such Unredacted information, the Producing Party, upon discovering the 6 unauthorized disclosure, shall immediately (a) inform the Receiving Party in writing of 7 the circumstances of the disclosure; (b) inform the receiving person or entity of the 8 existence and terms of this Protective Order; (c) make its best efforts to retrieve any 9 unauthorized disclosed documents or Materials; and (d) make its best efforts to obtain an 10 undertaking in the form attached hereto from the person who was not entitled to receive 11 such Unredacted information. Such unauthorized disclosure shall not cause the disclosed 12 information to lose its confidential status. 13 27. Inadvertent Failures to Designate. If timely corrected, an inadvertent failure 14 to designate qualified information or items does not, standing alone, waive the 15 Designating Party’s right to secure protection under this Order for such material. Upon 16 timely correction of a designation, the Receiving Party must make reasonable efforts to 17 assure that the material is treated in accordance with the provisions of this Order. 18 28. The Parties agree to be bound by the terms of this Stipulation pending the 19 entry by the Court of this Stipulation, and any violation of its terms shall be subject to the 20 same sanctions and penalties as if this Stipulation had been entered by the Court. 21 // 22 // 23 // 24 // 25 // 26 // 27 // 28 // 15 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 2 All other signatories listed, and on whose behalf the filing is submitted, have authorized the filing. IT IS SO STIPULATED. 3 4 DATED: January 4, 2017 5 6 Respectfully submitted, Respectfully submitted, 7 STRASBURGER & PRICE, LLP By: /s/ Scott Nichols Charles “Scott” Nichols Jack G. Carnegie Zachary W. Thomas SEYFARTH SHAW LLP By: /s/ Ward Kallstrom D Ward Kallstrom Kevin J. Lesinski Jonathan A. Braunstein 12 WILLIAMS KHERKHER LAW FIRM By: /s/ Armi Easterby F. Armistead “Armi” Easterby Sean McCarthy 13 Attorneys for Plaintiffs LEONARD CARDER LLP By: /s/ Christine S. Hwang Christine S. Hwang Lindsay Nicholas Sara B. Tosdal 8 9 10 11 Attorneys for Defendants 14 15 16 17 18 19 20 21 22 23 24 25 26 27 // // // // // // // // // // // // // 28 16 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 2 ORDER For good cause shown, it is so ordered. 3 4 5 6 1/6/2017 ____________________________ Alexander F. MacKinnon United States Magistrate Judge 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 17 STIPULATED PROTECTIVE ORDER RE PRODUCTION AND USE OF CONFIDENTIAL MATERIAL / CASE NO.: 15-cv-6209 MWF (AFM) 1 2 EXHIBIT A I, the undersigned, hereby acknowledge that I have read the Stipulated Protective 3 Order in the matter captioned Bay City Surgery Center, Inc., et al. v. ILWU-PMA Welfare 4 Plan Board of Trustees, et al., Case No. 15-cv-6209 MWF (AWM), pending in the 5 United States District Court for the Central District of California, that I understand and 6 agree to be bound by its terms, and that I hereby submit to the jurisdiction of the United 7 States District Court for the Central District of California for the enforcement of such 8 terms. I acknowledge that I will treat any “Confidential Material” (within the meaning of 9 the term set forth in the Stipulated Protective Order) that I receive in this action strictly in 10 accordance with the terms of the Stipulated Protective Order. I further acknowledge that 11 I understand that any unauthorized use of any “Confidential Material” constitutes a 12 violation of a Court order, for which I may be held in contempt of court. 13 14 15 Dated: ___________________ ____________________________ Name (Print) 16 17 ____________________________ Organization/Title (Print) 18 19 20 21 22 23 24 25 26 27 28 ____________________________ Signature

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