Lucia Morejon v. Jeffrey A. Meyer, et al

Filing 57

PROTECTIVE ORDER 55 by Magistrate Judge Paul L. Abrams. (es)

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1 2 3 4 5 6 7 8 9 UNITED STATES DISTRICT COURT 10 CENTRAL DISTRICT OF CALIFORNIA 11 12 13 Case No.: CV15-06442DMG(PLAx) LUCIA MOREJON and ESTATE OF HECTOR MOREJON (by and Through Lucia Morejon), Honorable Paul L. Abrams Plaintiffs, 14 [PROPOSED] PROTECTIVE ORDER. XXXXXXXXXX Complaint Filed:August 25, 2015 Trial Date: September 27,2016 vs. 15 16 JEFFREY A. MEYER. CHIEF ROBERT 17 THE LONG BEACH POLICE DEPARTMENT: DOE 1 THROUGH 18 DOE 10 INCLUSIVE, LUNA, THE CITY OF LONG BEACH; Defendants. 19 20 Having considered the Joint Stipulation of the parties through their 21 22 representative counsel of record to the entry of a protective order which was 23 submitted concurrently, the court hereby issues the following protective order. 24 1. 25 A. PURPOSES AND LIMITATIONS Discovery in this action is likely to involve production of confidential, 26 proprietary, or private information for which special protection from public 27 disclosure and from use for any purpose other than prosecuting this litigation may 28 be warranted. Accordingly, the parties hereby stipulate to and petition the Court to 1 [PROPOSED] PROTECTIVE ORDER. 1 enter the following Stipulated Protective Order. The parties acknowledge that this 2 Order does not confer blanket protections on all disclosures or responses to 3 discovery and that the protection it affords from public disclosure and use extends 4 only to the limited information or items that are entitled to confidential treatment 5 under the applicable legal principles. The parties further acknowledge, as set forth 6 in Section 12.3, below, that this Stipulated Protective Order does not entitle them to 7 file confidential information under seal; Civil Local Rule 79-5 sets for the 8 procedures that must be followed and the standards that will be applied when a party 9 seeks permission from the court to file material under seal. 10 B. GOOD CAUSE STATEMENT 11 The Court has ordered the production of Decedent Hector Morejon's high 12 school records ("School Records"). Plaintiffs have asserted privacy concerns 13 regarding the same. The parties acknowledge that these documents are not 14 generally available to the public, and stipulate that the dissemination of these 15 records could lead to the reputational harm or embarrassment of one or more parties. 16 Accordingly, to expedite the flow of information, to facilitate the prompt resolution 17 of disputes over confidentiality of discovery materials, to adequately protect 18 information the parties are entitled to keep confidential, to ensure that the parties are 19 permitted reasonable necessary uses of such material in preparation for and in the 20 conduct of trial, to address their handling at the end of the litigation, and serve the 21 ends ofjustice, a protective order for such information is justified in this matter. It 22 is the intent of the parties that information will not be designated without a good 23 faith beliefthat it has been maintained in a confidential, non-public manner, and 24 there is good cause why it should not be part of the public record in this case. 25 26 2. DEFINITIONS 27 2.1 Action: this pending federal law suit. 28 2.2 Challenging Party: a Party or Non-Party that challenges the designation 2 [PROPOSED] PROTECTIVE ORDER. 1 2 of information or items under this Order. 2.3 "CONFIDENTIAL" Information or Items: information (regardless of 3 how it is generated, stored or maintained) or tangible things that qualify for 4 protection under Federal Rule of Civil Procedure 26(c), and as specified above in 5 the Good Cause Statement. 6 7 8 9 10 11 2.4 Counsel: Outside Counsel of Record and House Counsel (as well as their support staff). 2.5 Designating Party: a Party or Non-Party that designates information or items that it produces in disclosures or in responses to discovery as "CONFIDENTIAL." 2.6 Disclosure or Discovery Material: all items or information, regardless 12 of the medium or manner in which it is generated, stored, or maintained (including, 13 among other things, testimony, transcripts, and tangible things), that are produced or 14 generated in disclosures or responses to discovery in this matter. 15 16 2.7 Expert: a person with specialized knowledge or experience in a matter pertinent to the litigation who has been retained by a Party or its counsel to serve as 17 an expert witness or as a consultant in this Action. 18 2.8 House Counsel: attorneys who are employees of a party to this Action. 19 House Counsel does not include Outside Counsel of Record or any other outside 20 counsel. 21 22 23 2.9 Non-Party: any natural person, partnership, corporation, association, or other legal entity not named as a Party to this action. 2.10 Outside Counsel of Record: attorneys who are not employees of a party 24 to this Action but are retained to represent or advise a party to this Action and have 25 appeared in this Action on behalf of that party or are affiliated with a law firm that 26 has appeared on behalf of that party, including support staff. 27 28 2.11 Party: any party to this Action, including all of its officers, directors, employees, consultants, retained experts, and Outside Counsel of Record (and their 3 [PROPOSED] PROTECTIVE ORDER. 1 support staffs). 2.12 Producing Party: a Party or Non-Party that produces Disclosure or 2 3 Discovery Material in this Action. 2.13 Professional Vendors: persons or entities that provide litigation support 4 5 services (e.g., photocopying, videotaping, translating, preparing exhibits or 6 demonstrations, and organizing, storing, or retrieving data in any form or medium) 7 and their employees and subcontractors. 2.14 Protected Material: any Disclosure or Discovery Material that is 8 9 designated as "CONFIDENTIAL." 2.15 Receiving Party: a Party that receives Disclosure or Discovery Material 10 11 from a Producing Party. 12 13 3. SCOPE 14 The protections conferred by this Stipulation and Order cover not only 15 Protected Material (as defined above), but also (1) any information copied or 16 extracted from Protected Material; (2) all copies, excerpts, summaries, or 17 compilations of Protected Material; and (3) any testimony, conversations, or 18 presentations by Parties or their counsel that might reveal Protected Material. Any use of Protected Material at trial shall be governed by the orders of the 19 20 trial judge. This Order does not govern the use of Protected Material at trial. 21 22 23 4. DURATION Once a case proceeds to trial, all of the court-filed information to be 24 introduced that was previously designated as confidential or maintained pursuant to 25 this protective order becomes public and will be presumptively available to all 26 members of the public, including the press, unless compelling reasons supported by 27 specific factual findings to proceed otherwise are made to the trial judge in advance 28 of the trial. See Kamakana v. City and County of Honolulu, 447 F.3d 1172,11804 [PROPOSED] PROTECTIVE ORDER. 1 81 (9th Cir. 2006) (distinguishing "good cause" showing for sealing documents 2 produced in discovery from "compelling reasons" standard when merits-related 3 documents are part of the court record). Accordingly, the terms of this protective 4 order do not extend beyond the commencement of the trial. 5 6 7 5. DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. 8 Each party or Non-Party that designates information or items for protection under 9 this Order must take care to limit any such designation to specific material that 10 qualifies under the appropriate standards. The Designating Party must designate for 11 protection only those parts of material, documents, items, or oral or written 12 communications that qualify so that other portions of the material, documents, 13 items, or communications for which protection is not warranted are not swept 14 unjustifiably within the ambit of this Order. 15 Mass, indiscriminate, or routinized designations are prophibited. 16 Designations that are shown to be clearly unjustified or that have been made for an 17 improper purpose (e.g., to unnecessarily encumber the case development process or 18 to impose unnecessary expenses and burdens on other parties) may expose the 19 Designating Party to sanctions. 20 If it comes to a Designating Party's attention that information or items that it 21 designated for protection do not qualify for protection, that Designating Party must 22 promptly notify all other Parties that it is withdrawing the inapplicable designation. 23 5.2 Manner and Timing Designations. Except as otherwise provided in this 24 Order (see, e.g., second paragraph of section 5.2(a) below), or as otherwise 25 stipulated or ordered, Disclosure or Discovery Material that qualifies for protection 26 under this Order must clearly be so designated before the material is disclosed or 27 produced. 28 Designation in conformity with this Order requires: 5 [PROPOSED] PROTECTIVE ORDER. (a) for information in documentary form (e.g., paper or electronic 1 2 documents, but excluding transcripts of depositions or other pretrial or trial 3 proceedings), that the Producing Party affix, at a minimum, the legend 4 "CONFIDENTIAL" (hereinafter "CONFIDENTIAL legend") to each page that 5 contains protected material. If only a portion or portions of the material on ap age 6 qualifies for protection, the Producing Party must also clearly identify the protected 7 portion(s) (e.g., by making appropriate markings in the margins). 8 A Party or Non-Party that makes original documents available for inspection 9 need not designate them for protection until after the inspecting party has indicated 10 which documents it would like copied and produced. During the inspection and 11 before the designation, all of the material made available for inspection shall be 12 deemed "CONFIDENTIAL." After the inspecting Party has identified the 13 documents it wants copied and produced, the Producing Party must determine which 14 documents, or portions thereof, qualify for protection under this Order. Then, 15 before producing the specified documents, the Producing Party must affix the 16 "CONFIDENTIAL legend" to each page that contains Protected Material. If only a 17 portion or portion of the material on each page qualifies for protection, the 18 Producing Party also must clearly identify the protected portion(s) (e.g., by making 19 appropriate markings in the margins). 20 21 22 (b) for testimony given in depositions that the Designating Party identify the Disclosure or Discovery Material on the record, before the close of the deposition. (c) for information produced in some form other than documentary and for 23 any other tangible items, that the Producing Party affix in a prominent place on the 24 exterior of the container or containers in which the information is stored the legend 25 "CONFIDENTIAL." If only a portion or portions of the information warrants 26 protection, the Producing Party, to the extent practicable, shall identify the protected 27 portions(s). 28 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent 6 [PROPOSED] PROTECTIVE ORDER. 1 failure to designate qualified information or items does not, standing alone, waive 2 the Designated Party's right to secure protection under this Order for such material. 3 Upon timely correction of a designation, the Receiving Party must make reasonable 4 efforts to assure that the material is treated in accordance with the provisions of this 5 Order. 6 7 6. 6.1 8 9 10 CHALLENGING CONFIDENTIALITY DESIGNATIONS Timing of Challenges. Any Party or Non-Party may challenge a designation of confidentiality at any time that is consistent with the Court's Scheduling Order. 6.2 11 Meet and Confer. The Challenging Party shall initiate the dispute 12 resolution process under Local Rule 37.1, et seq. Any discovery motion must 13 strictly comply with the procedures set forth in Local Rules 37-1, 37-2, and 37-3. 6.3 14 Burden. The burden of persuasion in any such challenge proceeding 15 shall be on the Designating Party. Frivolous challenges, and those made for an 16 improper purpose (e.g., to harass or impose unnecessary expenses and burdens on 17 other parties) may expose the Challenging Party to sanctions. Unless the 18 Designating Party has waived or withdrawn the confidentiality designation, all 19 parties shall continue to afford the material in question the level of protection to 20 which it is entitled under the Producing Party's designation until the Court rules on 21 the challenge. 22 23 24 7. ACCESS TO AND USE OF PROTECTED MATERIAL 7.1 Basic Principles. A Receiving Party may use Protected Material that is 25 disclosed or produced by another Party or by a Non-Party in connection with this 26 Action only for prosecuting, defending, or attempting to settle this Action. Such 27 Protected Material may be disclosed only to the categories of persons and under the 28 conditions described in this Order. When the Action has been terminated, a 7 [PROPOSED] PROTECTIVE ORDER. 1 Receiving Party must comply with the provisions of section 13 below (FINAL 2 DISPOSITION). 3 Protected Material must be stored and maintained by a Receiving Party at a 4 location and in a secure manner that ensures that access is limited to persons 5 authorized under this Order. 6 7.2 Disclosure of "CONFIDENTIAL" Information or Items. Unless 7 otherwise ordered by the Court or permitted in writing by the Designating Party, a 8 Receiving Party may disclose any information or item designated 9 "CONFIDENTIAL" only to: 10 (a) the Receiving Party's Outside Counsel of Record in this Action, as 11 well as employees of said Outside Counsel of Record whom it is reasonably 12 necessary to disclose the information for this Action; 13 14 15 (b) the officers, directors, employees (including House Counsel) of the Receiving Party to whom disclosure is reasonably necessary for this Action; (c) Experts (as defined in this Order) of the Receiving Party to whom 16 disclosure is reasonably necessary for this Action and who have signed the 17 "Acknowledgment and Agreement to Be Bound" (Exhibit A); 18 (d) the Court and its personnel; 19 (e) court reporters and their staff; 20 (f) professional jury or trial consultants, mock jurors, and Professional 21 Vendors to whom disclosure is reasonably necessary for this Action and who have 22 signed the "Acknowledgment and Agreement to Be Bound" (Exhibit A); 23 24 25 (g) the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information; (h) during their depositions, witnesses, and attorneys for witnesses, in 26 the Action to whom disclosure is reasonably necessary provided (1) the deposing 27 party requests that the witness sign the form attached as Exhibit 1 hereto; and (2) 28 they will not be permitted to keep any confidential information unless they sign the 8 [PROPOSED] PROTECTIVE ORDER. 1 "Acknowledgment and Agreement to Be Bound" (Exhibit A), unless otherwise 2 agreed by the Designating Party or ordered by the Court. Pages of transcribed 3 deposition testimony or exhibits to depositions that reveal Protected Material may 4 be separately bound by the court reporter and may not be disclosed to anyone except 5 as permitted under this Stipulated Protective Order; and (i) any mediator or settlement officer, and their supporting personnel, 6 7 mutually agreed upon by any of the parties engaged in settlement discussions. 8 9 10 11 8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION If a Party is served with a subpoena or a court order issued in other litigation 12 that compels disclosure of any information or items designated in this Action as 13 "CONFIDENTIAL," that Party must: 14 15 16 (a) promptly notify in writing the Designating Party. Such notification shall include a copy of the subpoena or court order; (b) promptly notify in writing the party who caused the subpoena or 17 order to issue in the other litigation that some or all of the material covered by the 18 subpoena or order is subjected to this Protective Order. Such notification shall 19 include a copy of this Stipulated Protective Order; and 20 21 22 (c) cooperate with respect to all reasonable procedures sought to be pursued by the Designating party whose Protected Material may be affected. If the Designating Party timely seeks a protective order, the Party served with 23 the subpoena or court order shall not produce any information designated in this 24 action as "CONFIDENTIAL" before a determination by the court from which the 25 subpoena or order issued, unless the Party has obtained the Designating Party's 26 permission. The Designating Party shall bear the burden and expense of seeking 27 protection in that court of its confidential material and nothing in these provisions 28 should be construed as authorizing or encouraging a Receiving Party in this Action 9 [PROPOSED] PROTECTIVE ORDER. 1 to disobey a lawful directive from another court. 2 3 9. 4 PRODUCED IN THIS LITIGATION 5 A NON-PARTY'S PROTECTED MATERIAL SOUGHT TO BE (a) The terms of this Order are applicable to information produced by a 6 Non-Party in this Action and designated as "CONFIDENTIAL." Such information 7 produced by Non-Parties in connection with this litigation is protected by the 8 remedies and relief provided by this Order. Nothing in these provisions should be 9 construed as prohibiting a Non-Party from seeking additional protections. 10 (b) In the event that a Party is required, by a valid discovery request, to 11 produce a Non-Party's confidential information in its possession, and the Party is 12 subjected to an agreement with the Non-Party not to produce the Non-Party's 13 confidential information, then the Party shall: 14 (1) promptly notify in writing the Requesting Party and the Non- 15 Party that some or all of the information requested is subject to a confidentiality 16 17 agreement with a Non-Party; (2) promptly provide the Non-Party with a copy of the Stipulated 18 Protective Order in this Action, the relevant discovery request(s), and a reasonably 19 20 21 22 specific description of the information requested; and (3) make the information requested available for inspection by the Non-Party, if requested. (c) If the Non-Party fails to seek a protective order from this Court 23 within 14 days of receiving the notice and accompanying information, the Receiving 24 Party may produce the Non-Party's confidential information responsive to the 25 discovery request. If the Non-Party timely seeks a protective order, the Receiving 26 Party shall not produce any information in its possession or control that is subject to 27 the confidentiality agreement with the Non-Party before a determination by the 28 Court. Absent a court order to the contrary, the Non-Party shall bear the burden and 10 [PROPOSED] PROTECTIVE ORDER. 1 expense of seeking protection in this Court of its Protected Material. 2 3 10. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed 4 5 Protected Material to any person or in any circumstance not authorized under this 6 Stipulated Protective Order, the Receiving Party must immediately (a) notify in 7 writing the Designating Party of the unauthorized disclosures, (b) use the best 8 efforts to retrieve all unauthorized copies of the Protected Material, (c) inform the 9 person or persons to whom unauthorized disclosures were made of the terms of this 10 Order, and (d) request such person or persons to execute the "Acknowledgement 11 and Agreement to Be Bound" that is attached hereto as Exhibit A. 12 13 11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE 14 PROTECTED MATERIAL When a Producing Party gives notice to Receiving Parties that certain 15 16 inadvertently produced material is subject to a claim of privilege or other protection, 17 the obligations of the Receiving Parties are those set forth in the Federal Rule of 18 Civil Procedure 26(b)(5)(B). This provision is not intended to modify whatever 19 procedure may be established in an e-discovery order that provides for production 20 without prior privilege review. Pursuant to Federal Rule of Evidence 502(d) and 21 (e), insofar as the parties reach an agreement on the effect of disclosure of a 22 communication or information covered by the attorney-client privilege or work 23 product production, the parties may incorporate their agreement in the stipulated 24 protective order submitted to the Court. 25 26 27 28 12. MISCELLANEOUS 12.1 Right to Further Relief. Nothing in this Order abridges the right of any person to seek its modification by the Court in the future. 11 [PROPOSED] PROTECTIVE ORDER. 12.2 Right to Assert Other Objections. By stipulating to the entry of this 1 2 Protective Order, no party waives any right it otherwise would have to object to 3 disclosing or producing any information or item on any ground not addressed in this 4 Stipulated Protective Order. Similarly, no Party waives any right to object on any 5 ground to use in evidence of any of the material covered by this Protective Order. 12.3 Filing Protected Material. A party that seeks to file under seal any 6 7 Protected Material must comply with Civil Local Rule 79-5. Protected Material 8 may only be filed under seal pursuant to a court order authorizing the sealing of the 9 specific Protected Material at issue; good cause must be shown in the request to file 10 under seal. If a Party's request to file Protected Material under seal is denied by the 11 Court, then the Receiving Party may file the information in the public record unless 12 otherwise instructed by the Court. 13 14 15 13. FINAL DISPOSITION After the final disposition of this Action, within 60 days of a written 16 requested by the Designating Party, each Receiving Party must return all Protected 17 Material to the Producing Party or destroy such material. As used in this 18 subdivision, "all Protected Material" includes all copies, abstracts, compilations, 19 summaries, and any other format reproducing or capturing any of the Protected 20 Material. Whether the Protected Material is returned or destroyed, the Receiving 21 Party must submit a written certification to the Producing Party (and, if not the same 22 person or entity, to the Designating Party) by the 60 day deadline that (1) identifies 23 (by category, where appropriate), all Protected Material that was returned or 24 destroyed and (2) affirms that the Receiving Party has not retained any copies, 25 abstracts, compilations, summaries or any other format reproducing or capturing any 26 of the Protected Material. Notwithstandingthis provision, counsel are entitled to 27 retain an archival copy of all pleadings, motion papers, trial, deposition, and hearing 28 transcripts, legal memoranda, correspondence, deposition and trial exhibits, expert 12 [PROPOSED] PROTECTIVE ORDER. 1 reports, attorney work product, and consultant and expert work product, even if such 2 materials contain Protected Material. Any such archival copies that contain or 3 constitute Protected Material remain subject to this Protective Order as set forth in 4 Section 4 (DURATION). 14. 5 Any violation of this Order may be punished by any and all appropriate 6 measures including, without limitation, contempt proceedings and/or monetary 7 sanctions. 8 9 FOR GOOD CAUSE SHOWN, IT IS SO ORDERED. 10 11 DATED June 2, 2016 12 13 14 By:. The Honorable Paul L. Abrams United States Magistrate Judge 15 16 17 18 19 20 21 22 23 24 25 26 27 28 13 [PROPOSED] PROTECTIVE ORDER. Exhibit A 1 ACKNOWLEDGEMENT AND AGREEMENT TO BE BOUND 2 3 I, 4 5 6 7 8 9 10 11 12 13 [print or type full address], declare under penalty of perjury that I have read in its entirety and understand the Stipulated Protective Order that was issued by the United States District Court for the Central District of California on [date] in the case of Lucia Morejon et al. vs. Jeffrey A. Meyer et aL, CV15-06442 DMG (PLAx). I agree to comply with and to be bound by all the terms of this Stipulated Protective Order and I understand and acknowledge that failure to so comply could expose me to sanctions and punishment in the nature of contempt. I solemnly promise that I will not disclose in any manner any information or item that is subject to this Stipulated Protective Order to any person or entity except in strict compliance with the provisions of this Order. 14 15 16 17 18 19 20 21 [print or type full name], of. I further agree to submit to the jurisdiction of the United States District Court for the Central District of California for the purpose of enforcing the terms of this Stipulated Protective Order, even if such enforcement proceedings occur after the termination of this action. I hereby appoint [print or type full name] of [print or type full address and telephone number] as my California agent for service of process in connection with this action or any proceedings related to enforcement of this Stipulated Protective Order. 22 23 24 Date: City and State where sworn and signed: 25 26 27 Printed name: Signature: 28 14 [PROPOSED] PROTECTIVE ORDER.

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