Irene Gonzalez v. Haier US Appliance Solutions, Inc. et al

Filing 29

PROTECTIVE ORDER by Magistrate Judge Steve Kim re Stipulation for Protective Order 27 . (see document for details) (hr)

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1 2 3 4 5 6 7 B. Otis Felder, SBN 177628 Valeria Granata, SBN 305905 WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 555 South Flower Street, Suite 2900 Los Angeles, California 90071 Telephone: (213) 443-5100 Facsimile: (213) 443-5101 Email: Otis.Felder@wilsonelser.com Email: Valeria.Granata@wilsonelser.com Attorneys for Defendant, HAIER US APPLIANCE SOLUTIONS, INC. d/b/a/ GE Appliances, erroneously sued and served as “General Electric” UNITED STATES DISTRICT COURT FOR THE CENTRAL DISTRICT OF CALIFORNIA 8 9 10 IRENE GONZALEZ, Plaintiff, 11 12 13 14 15 v. GENERAL ELECTRIC; HAIER US APPLIANCE SOLUTIONS, INC. d/b/a GE APPLIANCES; DOES 1 to 99 inclusive, ROES 1 to 99, inclusive, Case No.: 2-23-cv-01866-MEMF-SK District Judge: Maame Ewusi-Mensah Frimpong Magistrate Judge: Steve Kim STIPULATED PROTECTIVE ORDER Action Filed: January 25, 2023 Defendants. 16 17 18 19 20 21 22 23 24 I. PURPOSES AND LIMITATIONS A. Discovery in this action is likely to involve production of confidential, proprietary, or private information for which special protection from public disclosure and from use for any purpose other than prosecuting this litigation may be warranted. Accordingly, the parties hereby stipulate to and petition the Court to enter the following Stipulated Protective Order. The parties 1 STIPULATED PROTECTIVE ORDER 286339103v.1 1 acknowledge that this Order does not confer blanket protections on all 2 disclosures or responses to discovery and that the protection it affords from 3 public disclosure and use extends only to the limited information or items 4 that are entitled to confidential treatment under the applicable legal 5 principles. The parties further acknowledge, as set forth in Section XIII(C), 6 7 below, that this Stipulated Protective Order does not entitle them to file 8 confidential information under seal; Civil Local Rule 79-5 sets forth the 9 procedures that must be followed and the standards that will be applied when 10 a party seeks permission from the Court to file material under seal. 11 12 13 II. GOOD CAUSE STATEMENT A. This action is likely to involve trade secrets, customer and pricing lists 14 and other valuable research, development, commercial, financial, technical 15 and/or proprietary information for which special protection from public 16 disclosure and from use for any purpose other than prosecution of this action 17 is warranted. Such confidential and proprietary materials and information 18 19 20 consist of, among other things, confidential business or financial information, information regarding confidential business practices, or other confidential 21 research, development, or commercial information (including information 22 implicating privacy rights of third parties), information otherwise generally 23 unavailable to the public, or which may be privileged or otherwise protected 24 2 STIPULATED PROTECTIVE ORDER 286339103v.1 1 from disclosure under state or federal statutes, court rules, case decisions, or 2 common law. Accordingly, to expedite the flow of information, to facilitate 3 the prompt resolution of disputes over confidentiality of discovery materials, 4 to adequately protect information the parties are entitled to keep confidential, 5 to ensure that the parties are permitted reasonable necessary uses of such 6 7 material in preparation for and in the conduct of trial, to address their 8 handling at the end of the litigation, and serve the ends of justice, a protective 9 order for such information is justified in this matter. It is the intent of the 10 parties that information will not be designated as confidential for tactical 11 reasons and that nothing be so designated without a good-faith belief that it 12 has been maintained in a confidential, non-public manner, and there is good 13 cause why it should not be part of the public record of this case. 14 15 16 17 III. DEFINITIONS A. Action: This pending federal action in the United States District Court, Central District of California, styled Irene Gonzalez v. General Electric, et 18 19 20 al. Case No. 2-23-cv-01866-MEMF-SK, including the lawsuit initially filed with the Los Angeles Superior Court, case no. 23PSCV00220. 21 B. Challenging Party: A Party or Non-Party that challenges the 22 designation of information or items under this Order. 23 C. “CONFIDENTIAL” Information or Items: Information (regardless of 24 3 STIPULATED PROTECTIVE ORDER 286339103v.1 1 how it is generated, stored or maintained) or tangible things that qualify for 2 protection under Federal Rule of Civil Procedure 26(c), and as specified 3 above in the Good Cause Statement. 4 5 6 D. Counsel: Outside Counsel of Record and House Counsel (as well as their support staff). 7 E. 8 or items that it produces in disclosures or in responses to discovery as 9 “CONFIDENTIAL.” 10 F. Designating Party: A Party or Non-Party that designates information Disclosure or Discovery Material: All items or information, regardless 11 12 13 of the medium or manner in which it is generated, stored, or maintained (including, among other things, testimony, transcripts, and tangible things), 14 that are produced or generated in disclosures or responses to discovery in this 15 matter. 16 G. 17 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 18 19 20 serve as an expert witness or as a consultant in this Action. H. House Counsel: Attorneys who are employees of a party to this 21 Action. House Counsel does not include Outside Counsel of Record or any 22 other outside counsel. 23 I. Non-Party: Any natural person, partnership, corporation, association, 24 4 STIPULATED PROTECTIVE ORDER 286339103v.1 1 or other legal entity not named as a Party to this action. 2 J. 3 Outside Counsel of Record: Attorneys who are not employees of a party to this Action but are retained to represent or advise a party to this 4 Action and have appeared in this Action on behalf of that party or are 5 affiliated with a law firm which has appeared on behalf of that party, and 6 7 includes support staff. 8 K. 9 employees, consultants, retained experts, and Outside Counsel of Record 10 Party: Any party to this Action, including all of its officers, directors, (and their support staffs). 11 L. 12 Producing Party: A Party or Non-Party that produces Disclosure or Discovery Material in this Action. 13 14 M. 15 support services (e.g., photocopying, videotaping, translating, preparing 16 exhibits or demonstrations, and organizing, storing, or retrieving data in any 17 Professional Vendors: Persons or entities that provide litigation form or medium) and their employees and subcontractors. 18 N. 19 Protected Material: Any Disclosure or Discovery Material that is designated as “CONFIDENTIAL.” 20 21 O. 22 Material from a Producing Party. 23 IV. Receiving Party: A Party that receives Disclosure or Discovery SCOPE 24 5 STIPULATED PROTECTIVE ORDER 286339103v.1 1 A. 2 Protected Material (as defined above), but also (1) any information copied or 3 The protections conferred by this Stipulation and Order cover not only extracted from Protected Material; (2) all copies, excerpts, summaries, or 4 compilations of Protected Material; and (3) any testimony, conversations, or 5 presentations by Parties or their Counsel that might reveal Protected Material. 6 7 B. 8 of the trial judge. This Order does not govern the use of Protected Material 9 at trial. 10 V. Any use of Protected Material at trial shall be governed by the orders DURATION 11 A. 12 Even after final disposition of this litigation, the confidentiality obligations imposed by this Order shall remain in effect until a Designating 13 14 Party agrees otherwise in writing or a court order otherwise directs. Final 15 disposition shall be deemed to be the later of (1) dismissal of all claims and 16 defenses in this Action, with or without prejudice; and (2) final judgment 17 herein after the completion and exhaustion of all appeals, rehearings, 18 remands, trials, or reviews of this Action, including the time limits for filing 19 any motions or applications for extension of time pursuant to applicable law. 20 21 22 VI. DESIGNATING PROTECTED MATERIAL A. 23 Exercise of Restraint and Care in Designating Material for Protection 1. Each Party or Non-Party that designates information or items 24 6 STIPULATED PROTECTIVE ORDER 286339103v.1 1 for protection under this Order must take care to limit any such 2 designation to specific material that qualifies under the appropriate 3 standards. The Designating Party must designate for protection only 4 those parts of material, documents, items, or oral or written 5 communications that qualify so that other portions of the material, 6 7 documents, items, or communications for which protection is not 8 warranted are not swept unjustifiably within the ambit of this Order. 9 2. 10 Mass, indiscriminate, or routinized designations are prohibited. Designations that are shown to be clearly unjustified or that have been 11 made for an improper purpose (e.g., to unnecessarily encumber the 12 case development process or to impose unnecessary expenses and 13 14 burdens on other parties) may expose the Designating Party to 15 sanctions. 16 3. 17 If it comes to a Designating Party’s attention that information or items that it designated for protection do not qualify for protection, that 18 Designating Party must promptly notify all other Parties that it is 19 withdrawing the inapplicable designation. 20 21 B. Manner and Timing of Designations 22 1. 23 B(2)(b) below), or as otherwise stipulated or ordered, Disclosure or Except as otherwise provided in this Order (see e.g., Section 24 7 STIPULATED PROTECTIVE ORDER 286339103v.1 1 Discovery Material that qualifies for protection under this Order must 2 be clearly so designated before the material is disclosed or produced. 3 2. Designation in conformity with this Order requires the 4 following: 5 a. 6 For information in documentary form (e.g., paper or 7 electronic documents, but excluding transcripts of depositions 8 or other pretrial or trial proceedings), that the Producing Party 9 affix at a minimum, the legend “CONFIDENTIAL” (hereinafter 10 “CONFIDENTIAL legend”), to each page that contains 11 protected material. If only a portion or portions of the material 12 on a page qualifies for protection, the Producing Party also must 13 14 clearly identify the protected portion(s) (e.g., by making 15 appropriate markings in the margins). 16 b. 17 A Party or Non-Party that makes original documents available for inspection need not designate them for protection 18 until after the inspecting Party has indicated which documents 19 it would like copied and produced. During the inspection and 20 21 before the designation, all of the material made available for 22 inspection shall be deemed “CONFIDENTIAL.” 23 inspecting Party has identified the documents it wants copied 24 8 STIPULATED PROTECTIVE ORDER 286339103v.1 After the 1 and produced, the Producing Party must determine which 2 documents, or portions thereof, qualify for protection under this 3 Order. Then, before producing the specified documents, the 4 Producing Party must affix the “CONFIDENTIAL legend” to 5 each page that contains Protected Material. If only a portion or 6 7 portions of the material on a page qualifies for protection, the 8 Producing Party also must clearly identify the protected 9 portion(s) (e.g., by making appropriate markings in the 10 margins). 11 c. 12 For testimony given in depositions, that the Designating Party identify the Disclosure or Discovery Material on the 13 14 record, before the close of the deposition all protected 15 testimony. 16 d. 17 For information produced in form other than document and for any other tangible items, that the Producing Party affix 18 in a prominent place on the exterior of the container or 19 containers in which the information is stored the legend 20 21 “CONFIDENTIAL.” If only a portion or portions of the 22 information warrants protection, the Producing Party, to the 23 extent practicable, shall identify the protected portion(s). 24 9 STIPULATED PROTECTIVE ORDER 286339103v.1 1 C. 2 Inadvertent Failure to Designate 1. 3 If timely corrected, an inadvertent failure to designate qualified information or items does not, standing alone, waive the Designating 4 Party’s right to secure protection under this Order for such material. 5 Upon timely correction of a designation, the Receiving Party must 6 7 make reasonable efforts to assure that the material is treated in 8 accordance with the provisions of this Order. 9 VII. CHALLENGING CONFIDENTIALITY DESIGNATIONS 10 A. Timing of Challenges 11 1. 12 confidentiality at any time that is consistent with the Court’s 13 Scheduling Order. 14 15 Any party or Non-Party may challenge a designation of B. 16 Meet and Confer 1. 17 The Challenging Party shall initiate the dispute resolution process under Local Rule 37.1 et seq. 18 19 20 C. The burden of persuasion in any such challenge proceeding shall be on the Designating Party. Frivolous challenges, and those made for an improper 21 purpose (e.g., to harass or impose unnecessary expenses and burdens on other 22 parties) may expose the Challenging Party to sanctions. 23 Designating Party has waived or withdrawn the confidentiality designation, 24 10 STIPULATED PROTECTIVE ORDER 286339103v.1 Unless the 1 all parties shall continue to afford the material in question the level of 2 protection to which it is entitled under the Producing Party’s designation until 3 the Court rules on the challenge. 4 5 6 VIII. ACCESS TO AND USE OF PROTECTED MATERIAL A. Basic Principles 7 1. 8 or produced by another Party or by a Non-Party in connection with this 9 Action only for prosecuting, defending, or attempting to settle this 10 A Receiving Party may use Protected Material that is disclosed Action. Such Protected Material may be disclosed only to the 11 categories of persons and under the conditions described in this Order. 12 When the Action has been terminated, a Receiving Party must comply 13 14 with the provisions of Section XIV below. 15 2. 16 Receiving Party at a location and in a secure manner that ensures that 17 Protected Material must be stored and maintained by a access is limited to the persons authorized under this Order. 18 19 B. Disclosure of “CONFIDENTIAL” Information or Items 1. 20 Unless otherwise ordered by the Court or permitted in writing 21 by the Designating Party, a Receiving Party may disclose any 22 information or item designated “CONFIDENTIAL” only to: 23 a. The Receiving Party’s Outside Counsel of Record in this 24 11 STIPULATED PROTECTIVE ORDER 286339103v.1 1 Action, as well as employees of said Outside Counsel of Record 2 to whom it is reasonably necessary to disclose the information 3 for this Action; 4 b. 5 The officers, directors, and employees (including House Counsel) of the Receiving Party to whom disclosure is 6 7 reasonably necessary for this Action; 8 c. 9 to whom disclosure is reasonably necessary for this Action and 10 Experts (as defined in this Order) of the Receiving Party who have signed the “Acknowledgment and Agreement to Be 11 Bound” (Exhibit A); 12 d. The Court and its personnel; 14 e. Court reporters and their staff; 15 f. Professional jury or trial consultants, mock jurors, and 16 Professional Vendors to whom disclosure is reasonably 13 17 necessary for this Action and who have signed the 18 “Acknowledgment and Agreement to be Bound” attached as 19 Exhibit A hereto; 20 21 g. The author or recipient of a document containing the 22 information or a custodian or other person who otherwise 23 possessed or knew the information; 24 12 STIPULATED PROTECTIVE ORDER 286339103v.1 1 h. 2 witnesses, in the Action to whom disclosure is reasonably 3 During their depositions, witnesses, and attorneys for necessary provided: (i) the deposing party requests that the 4 witness sign the “Acknowledgment and Agreement to Be 5 Bound;” and (ii) they will not be permitted to keep any 6 7 confidential information unless they sign the “Acknowledgment 8 and Agreement to Be Bound,” unless otherwise agreed by the 9 Designating Party or ordered by the Court. Pages of transcribed 10 deposition testimony or exhibits to depositions that reveal 11 Protected Material may be separately bound by the court 12 reporter and may not be disclosed to anyone except as permitted 13 14 under this Stipulated Protective Order; and 15 i. 16 personnel, mutually agreed upon by any of the parties engaged 17 Any mediator or settlement officer, and their supporting in settlement discussions. 18 19 20 /// IX. PROTECTED MATERIAL SUBPOENAED OR ORDERED 21 PRODUCED IN OTHER LITIGATION 22 A. 23 litigation that compels disclosure of any information or items designated in If a Party is served with a subpoena or a court order issued in other 24 13 STIPULATED PROTECTIVE ORDER 286339103v.1 1 this Action as “CONFIDENTIAL,” that Party must: 2 1. 3 Promptly notify in writing the Designating Party. Such notification shall include a copy of the subpoena or court order; 4 2. 5 Promptly notify in writing the party who caused the subpoena or order to issue in the other litigation that some or all of the material 6 7 covered by the subpoena or order is subject to this Protective Order. 8 Such notification shall include a copy of this Stipulated Protective 9 Order; and 10 3. Cooperate with respect to all reasonable procedures sought to be 11 pursued by the Designating Party whose Protected Material may be 12 affected. 13 14 B. 15 served with the subpoena or court order shall not produce any information 16 designated in this action as “CONFIDENTIAL” before a determination by 17 If the Designating Party timely seeks a protective order, the Party the Court from which the subpoena or order issued, unless the Party has 18 19 20 obtained the Designating Party’s permission. The Designating Party shall bear the burden and expense of seeking protection in that court of its 21 confidential material and nothing in these provisions should be construed as 22 authorizing or encouraging a Receiving Party in this Action to disobey a 23 lawful directive from another court. 24 14 STIPULATED PROTECTIVE ORDER 286339103v.1 1 2 3 X. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN THIS LITIGATION A. The terms of this Order are applicable to information produced by a 4 5 6 Non-Party in this Action and designated as “CONFIDENTIAL.” Such information produced by Non-Parties in connection with this litigation is 7 protected by the remedies and relief provided by this Order. Nothing in these 8 provisions should be construed as prohibiting a Non-Party from seeking 9 additional protections. 10 B. In the event that a Party is required, by a valid discovery request, to 11 12 13 14 produce a Non-Party’s confidential information in its possession, and the Party is subject to an agreement with the Non-Party not to produce the NonParty’s confidential information, then the Party shall: 15 1. 16 Party that some or all of the information requested is subject to a 17 Promptly notify in writing the Requesting Party and the Non- confidentiality agreement with a Non-Party; 18 2. 19 Promptly provide the Non-Party with a copy of the Stipulated Protective Order in this Action, the relevant discovery request(s), and 20 21 a reasonably specific description of the information requested; and 22 3. 23 Non-Party, if requested. Make the information requested available for inspection by the 24 15 STIPULATED PROTECTIVE ORDER 286339103v.1 1 C. 2 fourteen (14) days of receiving the notice and accompanying information, the 3 If the Non-Party fails to seek a protective order from this court within Receiving Party may produce the Non-Party’s confidential information 4 responsive to the discovery request. 5 If the Non-Party timely seeks a protective order, the Receiving Party shall not produce any information in its 6 7 possession or control that is subject to the confidentiality agreement with the 8 Non-Party before a determination by the court. Absent a court order to the 9 contrary, the Non-Party shall bear the burden and expense of seeking 10 protection in this court of its Protected Material. 11 12 13 XI. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL A. If a Receiving Party learns that, by inadvertence or otherwise, it has 14 disclosed Protected Material to any person or in any circumstance not 15 authorized under this Stipulated Protective Order, the Receiving Party must 16 immediately (1) notify in writing the Designating Party of the unauthorized 17 disclosures, (2) use its best efforts to retrieve all unauthorized copies of the 18 19 20 Protected Material, (3) inform the person or persons to whom unauthorized disclosures were made of all the terms of this Order, and (4) request such 21 person or persons to execute the “Acknowledgment and Agreement to be 22 Bound” that is attached hereto as Exhibit A. 23 XII. INADVERTENT PRODUCTION OF PRIVILEGED OR 24 16 STIPULATED PROTECTIVE ORDER 286339103v.1 1 OTHERWISE PROTECTED MATERIAL 2 A. 3 When a Producing Party gives notice to Receiving Parties that certain inadvertently produced material is subject to a claim of privilege or other 4 5 6 protection, the obligations of the Receiving Parties are those set forth in Fed. R. Civ. P. 26(b)(5)(B). This provision is not intended to modify whatever 7 procedure may be established in an e-discovery order that provides for 8 production without prior privilege review. Pursuant to Fed. R. Evid. 502(d) 9 and (e), insofar as the parties reach an agreement on the effect of disclosure 10 of a communication or information covered by the attorney-client privilege 11 12 13 14 15 or work product protection, the parties may incorporate their agreement in the Stipulated Protective Order submitted to the Court. XIII. MISCELLANEOUS A. 16 Right to Further Relief 1. 17 Nothing in this Order abridges the right of any person to seek its modification by the Court in the future. 18 19 B. Right to Assert Other Objections 1. 20 By stipulating to the entry of this Protective Order, no Party 21 waives any right it otherwise would have to object to disclosing or 22 producing any information or item on any ground not addressed in this 23 Stipulated Protective Order. Similarly, no Party waives any right to 24 17 STIPULATED PROTECTIVE ORDER 286339103v.1 1 object on any ground to use in evidence of any of the material covered 2 by this Protective Order. 3 C. Filing Protected Material 4 1. 5 A Party that seeks to file under seal any Protected Material must comply with Civil Local Rule 79-5. Protected Material may only be 6 7 filed under seal pursuant to a court order authorizing the sealing of the 8 specific Protected Material at issue. 9 Protected Material under seal is denied by the Court, then the 10 If a Party’s request to file Receiving Party may file the information in the public record unless 11 otherwise instructed by the Court. 12 13 XIV. FINAL DISPOSITION 14 A. 15 within sixty (60) days of a written request by the Designating Party, each 16 Receiving Party must return all Protected Material to the Producing Party or 17 After the final disposition of this Action, as defined in Section V, destroy such material. As used in this subdivision, “all Protected Material” 18 19 20 includes all copies, abstracts, compilations, summaries, and any other format reproducing or capturing any of the Protected Material. Whether the 21 Protected Material is returned or destroyed, the Receiving Party must submit 22 a written certification to the Producing Party (and, if not the same person or 23 entity, to the Designating Party) by the sixty (60) day deadline that (1) 24 18 STIPULATED PROTECTIVE ORDER 286339103v.1 1 Dated: February 19, 2024 2 WILSON ELSER MOSKOWITZ /s/ Valeria Granata ______________________________ B. Otis Felder Valeria Granata Attorneys for Defendant, HAIER US APPLIANCE SOLUTIONS, INC. d/b/a/ GE Appliances, erroneously sued and served as “General Electric” 3 4 5 6 7 8 9 10 FOR GOOD CAUSE SHOWN, IT IS SO ORDERED. 11 12 Dated: March 20, 2024 Steve Kim, U.S. Magistrate Judge 13 14 15 16 17 18 19 20 21 22 23 24 20 STIPULATED PROTECTIVE ORDER 286339103v.1 1 2 3 EXHIBIT A ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND I, [print or type full name], of 4 [print or type full address], declare under penalty of perjury 5 6 that I have read in its entirety and understand the Stipulated Protective Order that 7 was issued by the United States District Court for the Central District of 8 California on ______________ in the case of State Irene Gonzalez v. General 9 Electric, et al. Case No. 2-23-cv-01866-MEMF-SK. I agree to comply with and 10 to be bound by all the terms of this Stipulated Protective Order and I understand 11 12 13 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 14 in any manner any information or item that is subject to this Stipulated Protective 15 Order to any person or entity except in strict compliance with the provisions of 16 this Order. 17 I further agree to submit to the jurisdiction of the United States District 18 19 20 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 21 after termination of this action. I hereby appoint 22 [print or type full name] of 23 address and telephone number] as my California agent for service of process in [print or type full 24 21 STIPULATED PROTECTIVE ORDER 286339103v.1 1 connection with this action or any proceedings related to enforcement of this 2 Stipulated Protective Order. 3 Date: 4 5 6 7 City and State where sworn and signed: Printed Name: Signature: 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 22 STIPULATED PROTECTIVE ORDER 286339103v.1

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