Gavin Bush v. Marriott Vacations Worldwide Corporation et al

Filing 59

PROTECTIVE ORDER by Magistrate Judge Kenly Kiya Kato re Stipulation for Protective Order 58 See Document for details. (dts)

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UNITED STATES DISTRICT COURT

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CENTRAL DISTRICT OF CALIFORNIA -- WESTERN DIVISION

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GAVIN BUSH, an individual and
citizen of New Zealand,

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Judge: Hon. Andre Birotte, Jr.
Courtroom: 4

Plaintiff,

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Case No. 5:15-CV-01214-AB-KK

v.

Magistrate Judge: Hon. Kenly K. Kato
Courtroom: 3-4

MARRIOTT VACATIONS
WORLDWIDE CORPORATION
(Doing Business As – MARRIOTT
VACATIONS WORLDWIDE,
MARRIOTT VACATION CLUB,
MARRIOTT VACATION CLUB
INTERNATIONAL, and MARRIOTT
SHADOW RIDGE - PALM DESERT
RESORT), a Delaware Corporation;
MARRIOTT RESORTS
HOSPITALITY CORPORATION, a
South Carolina Corporation; and
BOBBY BALDWIN, an individual,

[PROPOSED] PROTECTIVE
ORDER GOVERNING
DISCLOSURE OF
CONFIDENTIAL INFORMATION

Defendants.
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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WHEREAS,

Plaintiff

GAVIN

BUSH

(“BUSH”)

and

Defendants

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MARRIOTT

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BUSINESS AS – MARRIOTT VACATIONS WORLDWIDE,

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VACATION CLUB, MARRIOTT VACATION CLUB INTERNATIONAL, AND

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MARRIOTT SHADOW RIDGE - PALM DESERT RESORT), MARRIOTT

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VACATIONS

WORLDWIDE

CORPORATION

(DOING

MARRIOTT

RESORTS HOSPITALITY CORPORATION (“MARRIOTT”), (all of the above
being, collectively, the “Parties) believe that in the course of this action certain
information, documents, and testimony likely to be disclosed and produced
through discovery may constitute or incorporate confidential medical, psychiatric
and health related information and records within the meaning of Federal Rule of
Civil Procedure 26(c); and
WHEREAS, the Parties believe that entry of a protective order pursuant to
Federal Rule of Civil Procedure 26(c) would best protect their interests while
facilitating discovery in this action; and
WHEREAS, the Court finds good cause exists for the entry of this Protective
Order in this action pursuant to Federal Rule of Civil Procedure 26(c) in order to
protect confidential medical, psychiatric and health related information and
records.
IT IS HEREBY ORDERED, pursuant to Federal Rule of Civil Procedure
26(c), that this Protective Order shall govern the treatment and handling of any
information produced or disclosed by any Party or non-Party (“the Producing
Party”) to this action, including without limitation, Rule 26 disclosures,
documents, depositions, deposition exhibits, interrogatory responses, responses to
requests for admission, and testimony (such information and/or documents shall
hereinafter be referred to as “Confidential Material”) provided it is designated (or,
within the appropriate time limitation, is pending designation) as being
Confidential Material as required by this Protective Order. ANY USE OF
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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CONFIDENTIAL

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HEARINGS OR PROCEEDINGS SHALL BE GOVERNED BY THE

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ORDERS OF THE TRIAL JUDGE.

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It is further ordered that:

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1.

MATERIAL

AT

TRIAL

OR

OTHER

COURT

Any Producing Party may designate any Confidential Material as

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“CONFIDENTIAL” if such producing party in good faith believes that such

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Confidential Material contains confidential or proprietary information, including

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information in written, oral, electronic, graphic, pictorial, audiovisual, or other

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form, whether it is a document,

information contained in a document, item

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produced for inspection, information revealed during a deposition, information

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revealed in an interrogatory answer, or otherwise.

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2.

Any Producing Party may designate any Confidential Material as

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“CONFIDENTIAL—ATTORNEYS’ EYES ONLY” if such producing party in

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good faith believes that such Confidential Material contains confidential, sensitive,

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and private medical, psychiatric and health related information and records of the

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Producing Party, including, without limitation, records and reports from treating

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physicians, psychiatrists, psychologists, therapists, and expert witnesses or any

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other information of such sensitivity to warrant “Confidential—Attorneys’ Eyes

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Only” treatment, including, information in written, oral, electronic, graphic,

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pictorial, audiovisual, or other form, whether it is a document, information

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contained in a document, item produced for inspection, information revealed

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during a deposition, information revealed in an interrogatory answer, or otherwise.

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3.

A Producing Party may designate any document or other tangible

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information or thing as “Confidential” or “Confidential—Attorneys’ Eyes Only”

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by stamping a conspicuous place thereof with the legend CONFIDENTIAL or

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CONFIDENTIAL—ATTORNEYS’ EYES ONLY, respectively. For example, in

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the case of a document, a producing party may so mark the first page of a

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multipage document and each page thereafter that actually contains Confidential
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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Material. In the case of other tangible items, a producing party may so mark any

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appropriate location. For example, in the case of a computer disk, a producing

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party may so mark the disk cover.

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4.

The terms of this Protective Order are applicable to Confidential

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Material produced by a non-party and designated “CONFIDENTIAL” or

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“CONFIDENTIAL—ATTORNEYS EYES ONLY” only when the producing non-

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party has a proprietary interest or other right in such Confidential Material, or

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where the producing non-party is contractually obligated to maintain the

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confidentiality of such Confidential Material. A producing party may designate

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documents, information, or things disclosed at a deposition of a producing party or

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one of its present or former officers, directors, employees, agents, or independent

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experts retained for purposes of this litigation as “Confidential” or “Confidential—

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Attorneys’ Eyes Only” on the record during the deposition; or by notifying all

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parties in writing of the specific item so designated, within twenty one (21) days

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of receiving a copy of the deposition transcript, of the specific exhibits or lines and

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pages of the transcript that are believed in good faith to contain Confidential

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Material.

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a.

If a producing party designates such materials as “Confidential”

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or “Confidential—Attorneys’ Eyes Only” on the record, the court reporter

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shall indicate on the cover page of the transcript that the transcript includes

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Confidential or Confidential—Attorneys’ Eyes Only information, shall list

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the pages and lines numbers and/or exhibits of the transcript on or in which

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such information is contained, and shall bind the transcript in separate

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portions containing Confidential, Confidential—Attorneys’ Eyes Only, and

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non-Confidential material.

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Confidential or Confidential—Attorneys’ Eyes Only information is

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discussed during the deposition, any person present during the deposition

Further, during the period in which such

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[Proposed] Protective Order Governing Disclosure of Confidential Information

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who is not a Qualified Person, as defined below, or the court reporter, shall

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be excluded from that portion of the deposition.
b.

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A deposition transcript and the exhibits thereto shall be

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presumed Confidential—Attorneys’ Eyes Only in their entirety until twenty

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one (21) days after receipt of the transcript by the producing party. If, after

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the deposition is taken, the producing party designates any portion of the

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deposition transcript or exhibits as “Confidential” or “Confidential—

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Attorneys’ Eyes Only” by giving written notice as described above, all

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persons receiving notice of such designation shall affix the same to the face

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of their copy or copies of the transcript. At the expiration of the twenty one

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(21) day period, the transcript and exhibits shall automatically revert to non-

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Confidential status, except those portions that have been designated on the

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record or in writing as “Confidential” or “Confidential—Attorneys’ Eyes

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Only.” Nothing in this paragraph is intended to restrict any Party’s right to

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attend depositions pursuant to paragraph 7 hereof.
c.

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A non-producing party may designate documents, information,

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or things disclosed at a deposition as “Confidential” or “Confidential—

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Attorneys’ Eyes Only” in the same manner as a producing party if it has a

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good faith basis for claiming a proprietary interest or other right in the

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Confidential Material.

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5.

Material designated as confidential under this Protective Order, the

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information contained therein, and any summaries, copies, abstracts, or other

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documents derived in whole or in part from material designated as confidential

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(hereinafter “Confidential Material”) shall be used only for the purpose of the

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prosecution, defense, or settlement of this action, and for no other purpose, except

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that a Party may seek permission from another court to use Confidential Material

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produced under this Protective Order provided said Party gives advance notice to

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the parties whose materials are sought to be used and provided no disclosure of
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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such Confidential Material is made until such other court grants the request for

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permission. The restrictions contained in this paragraph No. 5 may be modified by

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written agreement of the parties, but such modifications will not be considered part

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of this order unless approved by the Court. Nothing in this paragraph shall operate

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to bar motions in limine or similar motion to exclude the use of any document in

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any action between the Parties on any appropriate and available basis.

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6.

Confidential Material produced pursuant to this Protective Order may

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be disclosed or made available only to the Court; Court personnel, including the

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Court’s court reporters; any mediator or settlement officer, and their supporting

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personnel, mutually agreed upon by any of the parties engaged in settlement

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discussions; to counsel for a Party (including the paralegal, clerical, and secretarial

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staff employed by such counsel); and to the “qualified persons” designated below:

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a.

Plaintiff BUSH;

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b.

three officers or directors of MARRIOTT, or full-time

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employees designated in writing as a representative of MARRIOTT who

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have supervisory responsibility for this matter and is necessary to the

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prosecution, defense, or settlement of this action;

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c.

experts or consultants (together with their clerical staff) retained

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by such counsel to assist in the prosecution, defense, or settlement of this

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action, including outside photocopying, imaging, data base, graphics or

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design services retained by outside counsel in connection with this action;

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d.

court reporter(s) employed in this action; and

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e.

any other person as to whom the parties in writing agree.

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Prior to receiving any Confidential Material, each “qualified person” defined

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in (a), (b), (c) and (d) above shall be provided with a copy of this Protective Order

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and shall execute and be bound by this Protective Order by signing a nondisclosure

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agreement in the form annexed hereto as Exhibit A, a copy of which shall be

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provided forthwith to counsel for each other party.
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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The terms of this Protective Order shall not apply to the Court and

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court personnel, including the Court’s court reporters, who are subject only

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to the Court’s internal procedures regarding the handling of material filed or

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lodged, including material filed or lodged under seal. The terms of this

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Protective Order shall also not apply to any mediator or settlement officer,

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and their supporting personnel, mutually agreed upon by any of the parties

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engaged in settlement discussions.

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7.

Depositions may be taken in the presence of any persons, including

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Parties, but any Party may request that (a) non-qualified persons leave the room for

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responses containing any Confidential Material; and (b) Parties leave the room for

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responses containing CONFIDENTIAL – ATTORNEY’S EYES ONLY

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information. No Party shall be entirely excluded from any deposition.

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8.

Material designated “CONFIDENTIAL – ATTORNEY’S EYES

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ONLY” and the information contained therein, shall be disclosed only to the Court,

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to outside counsel for the Parties (including the paralegal, clerical, and secretarial

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staff employed by such counsel) and to the “qualified persons” listed in

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subparagraphs 6(c) through (e) above, but shall not be disclosed to a Party, or to an

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officer, director or employee or a Party, except as provided above or unless

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otherwise agreed in writing or ordered by the Court. If disclosure of Attorney’s

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Eyes Only Material is made pursuant to this paragraph, all other provisions in this

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order with respect to confidentiality shall also apply.

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9.

Copies of Confidential or Confidential—Attorneys’ Eyes Only

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material may be submitted to the Court in connection with any proceedings,

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motions or hearings, provided that such materials are filed along with an

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application to have those materials filed under seal. The application must

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show good cause for the under seal filing. A party that seeks to file under seal

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any Protected Material must comply with Civil Local Rule 79-5. Protected

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Material may only be filed under seal pursuant to a court order authorizing
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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the sealing of the specific Protected Material at issue. If a Party’s request to

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file Confidential Material under seal is denied by the Court, the receiving

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Party may file the information in the public record unless otherwise

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instructed by the Court. To the extent possible, only those portions of a filing

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with the Court that contain material designated as “Confidential” or

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“Confidential—Attorneys’ Eyes Only” shall be filed under seal. To the extent that

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no Confidential or Confidential—Attorneys’ Eyes Only information is disclosed,

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the parties may refer to, and quote from, documents designated as “Confidential”

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or “Confidential—Attorneys’ Eyes Only” in pleadings, motions, briefs, affidavits,

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or exhibits filed with the Court, without the need to file such pleadings, motions,

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briefs, affidavits, or exhibits under seal. A Party’s counsel shall not unilaterally

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decide that material that the other Party designated as “Confidential” or

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“Confidential—Attorneys’ Eyes Only” does not contain any Confidential or

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Confidential—Attorneys’ Eyes Only information. If a Party’s counsel disagrees

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with a designation, that counsel shall follow the procedures described in paragraph

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11 of this Order to challenge the designation.

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10.

In the event that any Confidential Material is used in any court

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proceeding in this action, the Party using such material shall take all steps

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reasonably available to protect its confidentiality during such use. Nothing in this

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Protective Order shall be construed as authorizing a party to disobey a lawful

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subpoena or court order issued in another action.

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11.

At any stage of these proceedings, should any party object to a

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designation of any information, documents, or things as “Confidential” or

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“Confidential—Attorneys’ Eyes Only,” the Party shall provide written notice of its

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objection with the designation. The parties and/or the producing party shall first

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attempt to resolve such objection in good faith on informal basis. If the objection

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is not thereby resolved, the objecting Party may apply for a ruling from the Court

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pursuant to Local Rule 37 determining whether the materials in question are
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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properly designated under the terms of this Protective Order. Any challenge to a

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designation of confidentiality may be made at any time that is consistent with

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the Court’s Scheduling Order. Until the Court makes such determination, all

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material designated as “Confidential” or “Confidential—Attorneys’ Eyes Only”

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shall be treated as such.

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material as Confidential Information or seeking to modify or amend this

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Protective Order must be brought in strict compliance with Local Rules 37-1

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and 37-2 (including the Joint Stipulation Requirement).

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12.

Any motion challenging a party’s designation of

Nothing in this

Protective Order shall preclude any party to the

lawsuit or their attorneys from:
a.

Showing

materials

designated

as

“Confidential”

or

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“Confidential—Attorneys’ Eyes Only” to an individual who either prepared

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or reviewed the document prior to the filing of this action, or is shown by the

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document to have received the document;

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b.

Disclosing or using, in any manner or for any purpose, any

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information, documents, or things from the Party’s own files that the Party

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itself designated as “Confidential” or “Confidential—Attorneys’ Eyes

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Only”;

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c.

Disclosing or using, in any manner or for any purpose, any

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information, documents, or things that were obtained from a source other

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than discovery or to which a Party has a right of access independent of

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discovery, or that were already known to such Party by lawful means, prior

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to obtaining from or disclosure by, the other Party in the action, provided,

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however, that the alternate source of such information, documents or things

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was not under an obligation of confidentiality (as evidenced by a writing) to

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a Party in the litigation at the time such information, documents or things

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were obtained; or

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[Proposed] Protective Order Governing Disclosure of Confidential Information

d.

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Disclosing or using, in any manner or for any purpose, any

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information, document, or thing that is at the time of production or

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disclosure, or subsequently becomes, through no wrongful act or failure to

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act on the part of the receiving party, generally available to the relevant

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public through publication or otherwise or is already rightfully in the

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possession of the receiving party at the time of production.

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13.

If either party is served with a subpoena or similar process, from any

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entity whatsoever, directing that Party to produce any materials designated as

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“Confidential” or “Confidential—Attorneys’ Eyes Only” not so designated by that

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Party, the counsel for that Party shall immediately give counsel for the designating

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party written notice, by hand delivery or facsimile transmission, of the fact of such

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service so that the designating Party may seek a protective order or otherwise act to

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protect the confidentiality of the designated materials.

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14.

This Protective Order is entered solely for the purpose of facilitating

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the exchange of documents and information between the parties to this action

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without involving the Court unnecessarily in the process.

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Protective Order nor the production of any information or document under the

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terms of this Protective Order nor any proceedings pursuant to this Protective

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Order shall be deemed to have the effect of an admission or waiver by either Party

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or of altering the confidentiality or non-confidentiality of any such document or

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information or altering any existing obligation of any Party or the absence thereof.

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15.

This

Nothing in this

Protective Order shall survive the final termination of this

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action, to the extent that the information contained in Confidential Material is not

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or does not become known to the public, and the Court shall retain jurisdiction to

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resolve any dispute concerning the use of information disclosed hereunder. Within

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thirty (30) days of the conclusion of this action, including any appeals, counsel for

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the parties shall assemble and return to each other all documents, material and

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deposition transcripts designated as confidential and all copies of same, or shall
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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certify the destruction thereof.

Notwithstanding this provision, Counsel are

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entitled to retain an archival copy of all pleadings, motion papers, transcripts, legal

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memoranda, correspondence or attorney work product, even if such material

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contain Confidential Material, for the period of one (1) year. Any such archival

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copies that contain or constitute Confidential Material remain subject to this

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Protective Order.

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16.

The inadvertent or unintentional disclosure by the Producing Party of

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attorney-client privileged information or attorney work-product, either by way of

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document production or deposition testimony, shall not be deemed a waiver of

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privilege for such information, provided that the Producing Party promptly makes

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a good-faith representation that such production was inadvertent or mistaken and

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takes prompt remedial action to withdraw the disclosure. Within three (3) business

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days of receiving a written request to do so from the Producing Party, the

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Receiving Party shall return to the Producing Party any documents or tangible

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items that the Producing Party represents are covered by a claim of attorney-client

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privilege or work product immunity and were inadvertently or mistakenly

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produced. The receiving party shall also destroy any extra copies or summaries of,

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or notes relating to, any such inadvertently or mistakenly produced information,

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and certifying compliance with this provision; provided, however, that this

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Protective Order shall not preclude the Party returning such information from

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making a motion to compel production of the returned information pursuant to

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Local Rule 37. The Producing Party shall retain copies of all returned documents

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and tangible items for further disposition and, if such a motion is filed, shall

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provide copies to the Court of the documents, item or information which is the

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subject of the motion.

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deposition, inadvertently or unintentionally disclosed documents containing

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attorney-client privileged information or attorney work-product, the Producing

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Party may make a request on the record for the receiving party to return the

In the event that a Producing Party discovers in a

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[Proposed] Protective Order Governing Disclosure of Confidential Information

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documents or tangible items that the Producing Party represents 1) are covered by

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a claim of attorney-client privilege or work product immunity and 2) were

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inadvertently or mistakenly produced; in which event, the receiving party shall be

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precluded from deposing a witness with respect to such inadvertently or mistakenly

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produced documents, other than to explore the basis for a claim of privilege or

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work product.

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17.

The inadvertent or unintentional disclosure by the Producing Party of

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“CONFIDENTIAL” and/or “CONFIDENTIAL-ATTORNEYS’ EYES ONLY”,

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information either by way of document production or deposition testimony,

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regardless of whether the information was so designated at the time of disclosure,

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shall not be deemed a waiver in whole or in part of a Party’s claim of

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confidentiality as to the information disclosed. Any such inadvertently or

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unintentionally

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ATTORNEYS’ EYES ONLY” information, not designated as such pursuant to

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paragraph

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“CONFIDENTIAL-ATTORNEYS’ EYES ONLY”, as soon as reasonably possible

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after the Producing Party becomes aware of the inadvertent or unintentional

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disclosure and provides written notice to the Receiving Parties. The Receiving

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Party shall thereafter mark and treat the materials as “CONFIDENTIAL” or

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“CONFIDENTIAL-ATTORNEYS’ EYES ONLY” as appropriate, and such

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materials shall be fully subject to this Protective Order as if they had been initially

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so designated.

1

disclosed
or

2,

“CONFIDENTIAL”

shall

be

designated

and/or
as

“CONFIDENTIAL-

“CONFIDENTIAL”

or

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GOOD CAUSE STATEMENT

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18.

In discovery in this case, the parties will be required to exchange

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confidential medical, psychiatric and health related information and records to

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which they and third parties would not otherwise have access, including without

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limitation,

records

and

reports

from

treating

physicians,

psychiatrists,

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[Proposed] Protective Order Governing Disclosure of Confidential Information

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psychologists, therapists, and expert witnesses or any other information of such

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sensitivity. Allowing the parties or third parties to use or disclose such sensitive

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and private information would cause harm to the disclosing party. The parties seek

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the entry of this Protective Order to prevent the unauthorized use or dissemination

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of confidential and private medical, psychiatric and health related information and

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records produced in discovery during this action by competitors.

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a.

No document, information, or thing shall be designated

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“CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES ONLY”

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unless good cause exists for such designation under the standards set forth in

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Phillips v. G.M. Corp., 307 F.2d 1206, 1209 (9th Cir. 2002) and other

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relevant authority. Good cause exists for the designation of information as

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“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” when the information

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has not been made public and falls into one of the categories identified in

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paragraph 2 hereof.

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b.

Good cause exists for the designation of information as

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“CONFIDENTIAL” when the information has not been revealed to the

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public and the information falls into one of the categories identified in

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paragraph 1 hereof.

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c.

The Parties shall use reasonable efforts to minimize the amount

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of material designated as “CONFIDENTIAL” or “CONFIDENTIAL –

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ATTORNEYS’ EYES ONLY.”

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d.

This Protective Order applies to such “CONFIDENTIAL” and

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“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information furnished

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in this litigation regardless of the form in which it is transmitted and

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regardless whether the information is furnished by a party or third party.

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Such information may be contained in documents, written discovery

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responses, declarations, deposition testimony, exhibits, and other materials

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or deposition testimony provided by any Party.
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[Proposed] Protective Order Governing Disclosure of Confidential Information

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The Court will determine on a case by case basis as issues arise whether

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good cause exists for any particular confidentiality designation. Nothing in

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this Protective Order will be construed as limiting the Court’s discretion to

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make appropriate rulings pursuant to applicable law.

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19.

This stipulated Protective Order is without prejudice to the right of

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either party to seek relief from the Court, upon good cause shown, from any of the

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restrictions provided in any of the preceding paragraphs hereof or to request

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additional protection under Rule 26(c) of the Federal Rules of Civil Procedure.

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Dated this 1st day of August, 2016.

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WOLFE & WYMAN LLP

ULWELLING | SIDDIQUI LLP

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By: /s/ Omar A. Siddiqui/
OMAR A. SIDDIQUI
JONATHAN C. HATFIELD
BRITTANY A. ORTIZ
Attorneys for Plaintiff
Gavin Bush

By: /s/ Eric T. Lamhofer
ERIC T. LAMHOFER
Attorney for Defendants
Marriott Vacations Worldwide
Corporation and Marriott Resorts
Hospitality Corporation

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IT IS SO ORDERED at Riverside, California this 3rd day of August, 2016.

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___________________________
Honorable Kenly Kiya Kato
United States Magistrate Judge

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[Proposed] Protective Order Governing Disclosure of Confidential Information

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EXHIBIT “A”

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15

[Proposed] Protective Order Governing Disclosure of Confidential Information

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DECLARATION

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I, _____________________________, declare:

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1.

I reside at __________________________________________________

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I am employed as [state position] ________________________________ by [name and

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address of employer]

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2.

.

I am aware that an Protective Order dated ________________ 2016 has

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been entered in Case No. 5:15-CV-01214-AB-KK in the United States District Court for

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the Central District of California. A copy of that Protective Order has been given to me.

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3.

I hereby certify that I am one of the persons allowed under paragraphs 6 or

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8 of the

Protective Order to receive access to information, documents, or things

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designated “CONFIDENTIAL” or “CONFIDENTIAL-ATTORNEYS’ EYES ONLY,”

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respectively. I also agree to be bound by the terms of the Protective Order, specifically

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including the requirement that information, documents, and things I may receive that are

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designated as “CONFIDENTIAL” and/or “CONFIDENTIAL-ATTORNEYS’ EYES

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ONLY,” and all copies, notes, summaries, and other records made regarding such

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information, documents, and things, shall be disclosed to no one other than persons

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specifically allowed by paragraphs 6 or 8 of the Protective Order, respectively, to have

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access to such information.

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4.

I agree to act in good faith in carrying out my duties under the Protective

5.

I understand that any use or disclosure by me which is contrary to my

Order.

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undertakings in this declaration will constitute a violation of the Protective Order and

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may subject me to sanctions by the Court for contempt.

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6.

I hereby consent the Court’s continuing exercise of jurisdiction over me for

the purpose of enforcing the Protective Order.
I declare under penalty of perjury that the foregoing is true and correct.

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Dated: ______________
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[Proposed] Protective Order Governing Disclosure of Confidential Information