County of Orange v. Tata Consultancy Services Ltd et al

Filing 48

STIPULATED PROTECTIVE ORDER [CHANGES MADE BY COURT] by Magistrate Judge Jacqueline Chooljian. (sp)

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1 2 3 4 5 6 7 8 9 10 11 12 13 KELLEY DRYE & WARREN LLP William A. Escobar (admitted pro hac vice) Alaina B. Ingram (admitted pro hac vice) 101 Park Avenue New York, New York 10178 Telephone: (212) 808-7800 Facsimile: (212) 808-7897 wescobar@kelleydrye.com aingram@kelleydrye.com Allison S. Brehm (STATE BAR NO. 224029) 266771) Joshua M. Keesan (STATE BAR NO.rd 10100 Santa Monica Boulevard, 23 Floor Los Angeles, California 90067 Telephone: (310) 712-6105 Facsimile: (310) 712-6199 abrehm@kelleydrye.com jkeesan@kelleydrye.com Attorneys for Defendant Tata Consultancy Services Ltd. and Defendant and Counterclaimant Tata America International Corporation [ADDITIONAL PARTIES LISTED ON SIGNATURE PAGE] UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA – SOUTHERN DIVISION 14 15 16 COUNTY OF ORANGE, a political subdivision of the State of California, Plaintiff, 17 20 v. TATA CONSULTANCY SERVICES LTD., an Indian corporation; TATA AMERICA INTERNATIONAL CORPORATION, a New York corporation, 21 Defendants. 18 19 22 23 24 25 26 Case No. SACV13-683 JLS (JCx) (Honorable Josephine L. Staton) STIPULATED PROTECTIVE ORDER [CHANGES MADE BY COURT] DISCOVERY MATTER [Fed R. Civ. P. 26(c)] TATA AMERICA INTERNATIONAL CORPORATION, a New York corporation, Honorable Jacqueline Chooljian U.S. Magistrate Judge Counterclaimant, v. COUNTY OF ORANGE, a political subdivision of the State of California, Action Filed: Trial Date: Counterdefendant. 27 28 512866 April 30, 2013 July 14, 2015 STIPULATED PROTECTIVE ORDER 1 2 Pursuant to Federal Rules of Civil Procedure 26(c) and 29, and Local Rule 3 79-5, this Stipulation and Protective Order (“Protective Order”) between Plaintiff 4 and Counterdefendant County of Orange (the “County”) and Defendants Tata 5 America International Corporation and Tata Consultancy Services Ltd. (together, 6 “Defendants,” and collectively with the County, the “Parties”)), through their 7 counsel of record, is made with respect to the following recitals: WHEREAS, both the County’s affirmative claims set forth in its First 8 9 Amended Complaint and Tata America’s counterclaims arise from the 10 circumstances surrounding the parties’ July 15, 2008 agreement entitled “Contract 11 for Professional Services For the Development and Implementation of the Property 12 Tax Management System (‘PTMS’)” (the “Agreement”). 13 WHEREAS, the Parties represent: Good cause exists to grant this 14 Protective Order. The Parties anticipate that through the course of discovery, the 15 Parties will request or otherwise be obligated to disclose confidential and 16 proprietary information. In particular, the nature of the claims that the Parties are 17 asserting may require the disclosure of confidential and proprietary information 18 including but not limited to: (a) agreements with one or more third parties; (b) 19 financial information; and (c) software, concepts, processes, and product strategies, 20 some of which may involve the disclosure of trade secrets. The public disclosure of 21 the foregoing information may or will put the Parties at a disadvantage if such 22 information is made available and known to their competitors. The Parties wish to 23 comply fully with their discovery obligations, but do not wish to compromise their 24 respective legitimate interests, and the respective legitimate interests of third party 25 witnesses, in the confidentiality of certain information and documentation. 26 Accordingly, the Parties seek to implement a Protective Order to protect their 27 interests. 28 2 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) WHEREAS, this Court has authority to grant this Protective Order. Pursuant 1 2 to Rule 26(c) of the Federal Rules of Civil Procedure, a court may make an order 3 providing that “a trade secret or other confidential research, development, or 4 commercial information not be revealed or be revealed only in a specified way”; and 5 that the parties file specified unredacted documents or information “in sealed 6 envelopes, to be opened as the court directs.” Fed. R. Civ. P. 26(c)(1). Protective 7 orders serve to safeguard parties in light of the otherwise broad reach of discovery. 8 U.S. v. CBS, Inc., 666 F.2d 364, 368-69 (9th Cir. 1982). [DELETED] 9 10 WHEREAS, in keeping with the foregoing, the Parties seek to establish 11 procedures that will protect all confidential and proprietary information while 12 expediting the discovery process, limiting the necessity for objections or subsequent 13 motions seeking to limit discovery and facilitating the disposition by this Court of 14 any disputes that may arise in connection with discovery. Accordingly, subject to 15 the approval of this Court, it is hereby stipulated and agreed, by and between the 16 Parties, through their respective counsel, as follows: STIPULATION 17 A. 18 Writings (as that term is defined in Rule 1001 of the Federal Rules of 19 Evidence) produced in discovery by any party to this litigation, and/or by third 20 parties in response to document or deposition subpoenas, may be designated in 21 whole or in part by any party or third party as “Confidential” pursuant to this 22 Protective Order if such writings contain proprietary information, personal financial 23 information, personal address or telephone information, or other information over 24 which the producing party has a reasonable expectation of privacy, secrecy or 25 confidentiality, provided that any third party making such designation agrees in 26 writing or on the record to be bound by the terms of this Protective Order. 27 Additionally, any party or third party witness may, for the same reasons, designate 28 deposition testimony as “Confidential” by stating on the record that a deposition or 3 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) 1 portion thereof shall be treated as designated, or may make such designation 2 sometime thereafter, provided that any third party making such designation agrees 3 in writing or on the record to be bound by the terms of this stipulated Protective 4 Order. Writings designated as “Confidential,” additional information or deposition 5 testimony designated as “Confidential,” and all information derived therefrom 6 (collectively, “Discovery Material”), shall be treated pursuant to the provisions set 7 forth below. B. 8 9 Discovery Material designated as “Confidential” may be used by the persons receiving such Discovery Material only for the purpose of this litigation. C. 10 If any party objects to the designation of Discovery Material as 11 “Confidential,” and the objection cannot be resolved by agreement of counsel, the 12 Discovery Material shall be treated as designated and subject to this Protective 13 Order, unless otherwise ordered by the Court upon motion made by the objecting 14 party in accordance with the provisions of Local Rules 37-1, et seq. The party 15 designating Discovery Material as “Confidential” shall bear that burden of proof on 16 any such motion. D. 17 Subject to the further conditions imposed by this Protective Order, 18 Discovery Material designated as “Confidential” may be disclosed only to the 19 following persons: 1. 20 The Parties and their current and former officers, directors and 21 employees, provided, however, that disclosure may be made only to the extent 22 reasonably necessary for the prosecution or defense of this action. 2. 23 Counsel for the Parties and paralegal assistants, office clerks, 24 secretaries and other such personnel working under their supervision, all of whom 25 shall be deemed bound by the terms of this Protective Order upon counsel’s 26 signature. 3. 27 28 In-house counsel to the Parties and paralegal assistants, office clerks, secretaries and other such personnel working under their supervision, all of 4 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) 1 whom shall be deemed bound by the terms of this Protective Order upon counsel’s 2 signature. 4. 3 4 Consulting experts or expert witnesses who agree to be bound by the terms of this Protective Order. 5. 5 Witnesses or potential witnesses related to this action in 6 proceedings before this Court, including depositions, provided, however, such 7 witnesses may not be given a copy of, and may only be shown, Discovery Material 8 designated as “Confidential.” Discovery Material designated as “Confidential” may 9 be attached as a deposition exhibit provided that no witness retains a copy of a 10 deposition transcript that includes such designated Discovery Material. 11 6. Percipient witnesses. 12 7. Court reporters and their staff, professional jury or trial 13 consultants, and persons or entities that provide litigation support services (e.g., 14 photocopying, videotaping, translating, preparing exhibits or demonstrations, and 15 organizing, storing or retrieving data in any form or medium) and their employees 16 and subcontractors. 17 8. Mock juries. 18 9. The Court and administrative personnel thereof, pursuant to the 19 procedures described in paragraph H and mandated by Local Rule 79-5.1 as 20 modified by the presiding judges’ procedures under the Pilot Project for the 21 Electronic Submission and Filing of Under Seal Documents. 10. 22 23 Such other persons as the Parties may agree or as may be ordered by the Court. E. 24 Prior to the disclosure of any Discovery Material designated as 25 “Confidential” to any person described in paragraph D(3), D(4), D(5), D(6), and 26 D(8), counsel for the party that has received and seeks to use or disclose such 27 Discovery Material shall first provide such employee, expert or other person with a 28 /// 5 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) 1 copy of this Protective Order, and shall cause him or her to execute, on a second 2 copy which counsel shall thereafter retain, the following acknowledgment: 3 I understand that I am being given access to Discovery 4 Material designated as “Confidential” pursuant to the 5 foregoing Protective Order. I have read the Protective 6 Order and agree to be bound by its terms with respect to 7 the handling, use and disclosure of such designated 8 Discovery Material. 9 Dated: F. 10 /s/ Within thirty (30) days of the termination of this litigation, including 11 any appeal pertaining thereto, or within ten (10) days of receipt of a written request 12 from counsel to the producing party, all Discovery Material designated as 13 “Confidential” and all copies thereof, other than any such materials in the 14 possession/custody of the Court and its personnel, shall be destroyed or returned 15 to the producing party, provided, however, that (1) any party’s counsel may retain 16 his attorney work product even though it contains information designated 17 “Confidential,” but such retained work product shall remain subject to the terms of 18 this Protective Order; and (2) if the party has already destroyed the materials 19 pursuant to this section, there shall be no obligation hereunder to return such 20 materials to the producing party nor any penalty for an inability to do so. All 21 Discovery Material designated as “Confidential” disclosed to any person or party 22 pursuant to any provision hereof, other than any such materials in the possession/ 23 custody of the Court and its personnel, also shall be destroyed or returned to the 24 producing party. 25 G. If any party who receives Discovery Material designated as 26 “Confidential” receives a subpoena or other request seeking such Discovery 27 Material, he, she or it shall immediately give written notice to opposing counsel, 28 identifying the information sought and the time in which production or other 6 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) 1 disclosure is required, and shall object to the request or subpoena on the grounds of 2 this Protective Order so as to afford opposing counsel an opportunity to obtain an 3 order barring production or other disclosure, or to otherwise respond to the 4 subpoena or other request for production or disclosure of Discovery Material 5 designated as “Confidential.” Other than objecting on the grounds of this Protective 6 Order, no party shall be obligated to seek an order barring production of Discovery 7 Material designated as “Confidential.” H. 8 9 Any pleadings, motions, briefs, declarations, stipulations, exhibits or other written submissions to the Court in this litigation which contain, reflect, 10 incorporate or refer to Discovery Material designated as “Confidential” shall be 11 submitted for filing and maintenance under seal in accordance with the 12 provisions of Local Rule 79-5.1 as modified by the presiding judges’ 13 procedures under the Pilot Project for the Electronic Submission and Filing of 14 Under Seal Documents, unless the Parties agree that such materials need not be 15 sealed. The party seeking to file the unredacted Discovery Material designated as 16 “Confidential” shall submit an application, along with a proposed order, seeking a 17 Court order permitting the designated Discovery Material to be filed under seal in 18 accordance with the foregoing provisions. [DELETED] I. 19 Any party to this action may, following the production of documents by 20 a third party or a third party’s deposition, designate documents or deposition 21 testimony of that third party as “Confidential” governed by this Protective Order, 22 subject to any challenge to that designation made pursuant to paragraph C, above. J. 23 Nothing herein shall waive, diminish or otherwise affect any party’s 24 rights to object to discovery on any grounds, including but not limited to privacy, 25 relevance, privilege or undue burden. K. 26 Nothing herein shall waive, diminish or otherwise affect any party’s 27 rights to object to the introduction of any Discovery Material designated as 28 “Confidential” into evidence, on grounds including but not limited to relevance and 7 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) 1 privilege. L. 2 This Protective Order shall be without prejudice to the right of the 3 Parties to present a motion to the Court for a separate protective order (in 4 accordance with the provisions of Local Rules 37-1, et seq.) as to any particular 5 deposition, discovery request, document or information. In addition, this Protective 6 Order shall not be deemed to prejudice the Parties in any way in any future 7 application for modification of this Protective Order or for relief from a party’s 8 designation of a particular document or documents as “Confidential.” 9 10 DATED: May 12, 2014 KELLEY DRYE & WARREN LLP 11 By /s/ William A. Escobar William A. Escobar Allison S. Brehm Joshua M. Keesan Alaina B. Ingram Attorneys for Defendant Tata Consultancy Services Ltd. and Defendant and Counterclaimant Tata America International Corporation 12 13 14 15 16 17 18 DATED: May 12, 2014 THEODORA ORINGHER PC 19 20 By /s/ Allan L. Schare Todd C. Theodora Allan L. Schare Benjamin P. Broderick Attorneys for Plaintiff and Counterdefendant County of Orange 21 22 23 24 25 26 27 Pursuant to Local Rule 5-4.3.4(a)(2)(i), I attest that all other signatories listed, and on whose behalf the filing is submitted, concur in the filing of this stipulation and have authorized the filing of this stipulation. 28 8 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx) 1 DATED: May 12, 2014 KELLEY DRYE & WARREN LLP 2 By /s/ William A. Escobar William A. Escobar Allison S. Brehm Joshua M. Keesan Alaina B. Ingram Attorneys for Defendant Tata Consultancy Services Ltd. and Defendant and Counterclaimant Tata America International Corporation 3 4 5 6 7 8 9 10 AS MODIFIED, IT IS SO ORDERED : 11 12 DATED: May 30, 2014 13 /s/ Hon. Jacqueline Chooljian U.S. Magistrate Judge 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 9 512866 STIPULATED PROTECTIVE ORDER SACV13-683 JLS (JCx)

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