G&M Oil Company, Inc. v. American Zurich Insurance Company et al

Filing 26

STIPULATED PROTECTIVE ORDER; ORDER 24 by Magistrate Judge Douglas F. McCormick: Pursuant to Stipulation, It is so ordered. (lwag)

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1 2 3 4 5 6 7 8 Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 LOCKE LORD LLP Kelly S. Biggins (SBN 252515) kbiggins@lockelord.com 300 South Grand Avenue, Suite 2600 Los Angeles, CA 90071 Phone: (213) 485-1500 Steven T. Whitmer (pro hac vice) swhitmer@lockelord.com Ashlee M. Knuckey (pro hac vice) aknuckey@lockelord.com 111 South Wacker Drive Chicago, IL 60606 Phone: (312) 443-1869 Fax: (312) 896-6569 Counsel for Defendants/Counter-Claimants ZURICH AMERICAN INSURANCE COMPANY, AMERICAN ZURICH INSURANCE COMPANY, and ZURICH SERVICES CORPORATION DOSS LEGAL SERVICES Bryan S. Doss, Esq. (SBN 239791) bryandoss@dosslegalservices.com 355 South Grand Avenue, Suite 2450 Los Angeles, CA 90071 Phone: (213) 943-1388 Counsel for Plaintiff/Counter-Defendant G&M OIL COMPANY, INC. IN THE UNITED STATES DISTRICT COURT FOR THE CENTRAL DISTRICT OF CALIFORNIA G&M OIL COMPANY, INC., ) ) Plaintiff, ) vs. ) ) ZURICH AMERICAN INSURANCE ) COMPANY; AMERICAN ZURICH ) INSURANCE COMPANY; ZURICH ) SERVICES CORPORATION; and ) DOES 1 through 50, ) ) Defendants. ) ) ZURICH AMERICAN INSURANCE ) COMPANY and AMERICAN ZURICH ) INSURANCE COMPANY, ) ) Counter-Claimants, ) vs. ) ) G&M OIL COMPANY, INC., ) ) Counter-Defendant. ) ) CASE NO. 8:15-CV-00204-JVS-DFM Hon. James V. Selna STIPULATED PROTECTIVE ORDER; [PROPOSED] ORDER 1 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 2 1. PURPOSES AND LIMITATIONS There is good cause for entry of this Stipulated Protective Order because 3 disclosure and discovery in this action are likely to involve production of 4 confidential, proprietary, or private information for which special protection from 5 public disclosure and from use for any purpose other than prosecuting this 6 litigation may be warranted. For example, the parties anticipate that they will 7 produce information that refers to workers compensation claimants by names, 8 addresses, their work related injuries and may contain their social security 9 numbers or parts thereof. The claimants may have privacy interests in such Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 information. The parties may also exchange confidential information related to 11 the defense and settlement of various workers compensation claims that remain 12 open, the public disclosure of which may prejudice the parties with respect to that 13 pending litigation. In addition, the production of Defendants/Counter-Claimants 14 Zurich American Insurance Company, American Zurich Insurance Company and 15 Defendant Zurich Services Corporation (collectively, “Defendants”) may contain 16 proprietary underwriting information that Defendants would not share with their 17 competitors, such as Defendants’ pricing analysis, the terms and conditions on 18 which Defendants would accept the risk and Defendants’ implementation of the 19 insurance program. 20 Accordingly, the parties hereby stipulate to and petition the Court to enter 21 the following Stipulated Protective Order. The parties acknowledge that this 22 Order does not confer blanket protections on all disclosures or responses to 23 discovery and that the protection it affords from public disclosure and use extends 24 only to the limited information or items that are entitled to confidential treatment 25 under the applicable legal principles. The parties further acknowledge, as set 26 forth in Paragraph 12.3 below, that this Stipulated Protective Order does not 27 entitle them to file confidential information under seal; Civil Local Rule 79-5.1 28 2 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 sets forth the procedures that must be followed and the standards that will be 2 applied when a party seeks permission from the Court to file material under seal. 3 2. 4 5 6 DEFINITIONS 2.1. Challenging Party: a Party or Non-Party that challenges the designation of information or items under this Order. 2.2. “Claim File(s)”: refers to the term of art used in the insurance 7 industry to describe the documents, information and/or tangible things (regardless 8 of how they are generated, stored or maintained) that make up the “file” kept by 9 Defendants and/or Plaintiff/Counter-Defendant G&M Oil Company, Inc. Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 (“Plaintiff”) for any workers compensation claims. Claim File does not refer to 11 any documents, information or tangible things (regardless of how they are 12 generated, stored or maintained) that may generally refer to a claim or claimant 13 but are not part of the actual file kept by Defendants and/or Plaintiff for any 14 particular workers compensation claim. 15 2.3 “CONFIDENTIAL” Information or Items: information and/or 16 tangible things (regardless of how they are generated, stored or maintained) that 17 qualify for protection under Federal Rule of Civil Procedure 26(c). 18 19 20 2.4. Counsel (without qualifier): Outside Counsel of Record and In- House Counsel (as well as their support staff). 2.5. Designating Party: a Party or Non-Party that designates information 21 or items that it produces in disclosures or in responses to discovery as 22 “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 23 2.6. Disclosure or Discovery Material: all items or information, 24 regardless of the medium or manner in which it is generated, stored, or 25 maintained (including, among other things, testimony, transcripts and tangible 26 things), that are produced or generated in disclosures or responses to discovery in 27 this matter. 28 3 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 2.7. Expert: a person with specialized knowledge or experience in a 2 matter pertinent to the litigation who has been retained by a Party or its counsel to 3 serve as an expert witness or as a consultant in this action. 4 2.8. “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” Information or 5 Items: Claim Files, as well as information and/or tangible things (regardless of 6 how they are generated, stored or maintained) that would otherwise be exempted 7 from disclosure under California Labor Code Section 3762. 8 9 Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 11 12 13 2.9. In-House Counsel: attorneys who are employees of a Party to this action. In-House Counsel does not include Outside Counsel of Record or any other outside counsel. 2.10. Non-Party: any natural person, partnership, corporation, association, or other legal entity not named as a Party to this action. 2.11. Outside Counsel of Record: attorneys who are not employees of a 14 Party to this action but are retained to represent or advise a Party to this action and 15 have appeared in this action on behalf of that Party or are affiliated with a law 16 firm which has appeared on behalf of that Party. 17 2.12. Party: any party to this action, including all of its officers, directors, 18 employees, consultants, retained experts and Outside Counsel of Record (and 19 their support staffs). 20 21 22 2.13. Producing Party: a Party or Non-Party that produces Disclosure or Discovery Material in this action. 2.14. Professional Vendors: persons or entities that provide litigation 23 support services (e.g., photocopying, videotaping, translating, preparing exhibits 24 or demonstratives and organizing, storing or retrieving data in any form or 25 medium) and their employees and subcontractors. 26 2.15. Protected Material: any Disclosure or Discovery Material that is 27 designated as “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES 28 ONLY.” 4 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 2.16. Receiving Party: a Party that receives Disclosure or Discovery 2 Material from a Producing Party. 3 3. SCOPE The protections conferred by this Stipulation and Order cover not only 5 Protected Material (as defined above), but also (1) any information copied or 6 extracted from Protected Material; (2) all copies, excerpts, summaries or 7 compilations of Protected Material; and (3) any testimony, conversations or 8 presentations by Parties or their Counsel that might reveal Protected Material. 9 However, the protections conferred by this Stipulation and Order do not cover the 10 Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 4 following information: (a) any information that is in the public domain at the time 11 of disclosure to a Receiving Party or becomes part of the public domain after its 12 disclosure to a Receiving Party as a result of publication not involving a violation 13 of this Order, including becoming part of the public record through trial or 14 otherwise; and (b) any information known to the Receiving Party prior to the 15 disclosure or obtained by the Receiving Party after the disclosure from a source 16 who obtained the information lawfully and under no obligation of confidentiality 17 to the Designating Party. Any use of Protected Material at trial shall be governed 18 by a separate agreement or order. 19 4. 20 DURATION Even after final disposition of this litigation, the confidentiality obligations 21 imposed by this Order shall remain in effect until a Designating Party agrees 22 otherwise in writing or a court order otherwise directs. “Final Disposition” shall 23 be deemed to be the later of (1) dismissal of all claims and defenses in this action, 24 with or without prejudice; and (2) final judgment herein after the completion and 25 exhaustion of all appeals, rehearings, remands, trials or reviews of this action, 26 including the time limits for filing any motions or applications for extension of 27 time pursuant to applicable law. 28 5 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 2 5. DESIGNATING PROTECTED MATERIAL 5.1. Exercise of Restraint and Care in Designating Material for 3 Protection. Each Party or Non-Party that designates information or items for 4 protection under this Order must take care to limit any such designation to 5 specific material that qualifies under the appropriate standards. The Designating 6 Party must designate for protection only those parts of material, documents, items, 7 or oral or written communications that qualify – so that other portions of the 8 material, documents, items or communications for which protection is not 9 warranted are not swept unjustifiably within the ambit of this Order. Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 Mass, indiscriminate or routinized designations are prohibited. If it comes 11 to a Designating Party’s attention that information or items that it designated for 12 protection do not qualify for protection, that Designating Party must promptly 13 notify all other Parties that it is withdrawing the mistaken designation. 14 5.2. Manner and Timing of Designations. Except as otherwise provided 15 in this Order (see, e.g., second paragraph of Paragraph 5.2(a) below), or as 16 otherwise stipulated or ordered, Disclosure or Discovery Material that qualifies 17 for protection under this Order must be clearly so designated before the material 18 is disclosed or produced. 19 20 Designation in conformity with this Order requires: (a) For information in documentary form (e.g., paper or electronic 21 documents, but excluding transcripts of depositions or other pretrial or trial 22 proceedings), that the Producing Party affix the legend “CONFIDENTIAL” or 23 “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” to each page that contains 24 protected material. 25 A Party or Non-Party that makes original documents or materials available 26 for inspection need not designate them for protection until after the inspecting 27 Party has indicated which material it would like copied and produced. During the 28 inspection and before the designation, all of the material made available for 6 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 inspection shall be deemed “CONFIDENTIAL,” or “CONFIDENTIAL – 2 ATTORNEYS’ EYES ONLY” if it concerns any potential claims information or 3 corporate financial information. After the inspecting Party has identified the 4 documents it wants copied and produced, the Producing Party must determine 5 which documents, or portions thereof, qualify for protection under this Order. 6 Then, before producing the specified documents, the Producing Party must affix 7 the “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 8 legend to each page that contains Protected Material. 9 (b) For testimony given in deposition or in other pretrial or trial Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 proceedings, that the Designating Party identify on the record, before the close of 11 the deposition, hearing, or other proceeding, all protected testimony. 12 (c) For information produced in some form other than 13 documentary and for any other tangible items, that the Producing Party affix in a 14 prominent place on the exterior of the container or containers in which the 15 information or item is stored the legend “CONFIDENTIAL” or 16 “CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” If only a portion or 17 portions of the information or item warrant protection, the Producing Party, to the 18 extent practicable, shall identify the protected portion(s). 19 5.3. Inadvertent Failures to Designate. If timely corrected, an inadvertent 20 failure to designate qualified information or items does not, standing alone, waive 21 the Designating Party’s right to secure protection under this Order for such 22 material. Upon timely correction of a designation, the Receiving Party must make 23 reasonable efforts to assure that the material is treated in accordance with the 24 provisions of this Order. 25 6. 26 CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1. Timing of Challenges. Any Party or Non-Party may challenge a 27 designation of confidentiality at any time. Unless a prompt challenge to a 28 Designating Party’s confidentiality designation is necessary to avoid foreseeable, 7 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 substantial unfairness, unnecessary economic burdens or a significant disruption 2 or delay of the litigation, a Party does not waive its right to challenge a 3 confidentiality designation by electing not to mount a challenge promptly after the 4 original designation is disclosed. 5 6.2. Meet and Confer. The Challenging Party shall initiate the dispute 6 resolution process by providing written notice of each designation it is 7 challenging and describing the basis for each challenge. To avoid ambiguity as to 8 whether a challenge has been made, the written notice must recite that the 9 challenge to confidentiality is being made in accordance with this specific Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 Paragraph of this Stipulated Protective Order. The Parties shall attempt to resolve 11 each challenge in good faith and must begin the process by conferring directly (in 12 voice to voice dialogue; other forms of communication are not sufficient) within 13 10 days of the date of service of notice. In conferring, the Challenging Party must 14 explain the basis for its belief that the confidentiality designation was not proper 15 and must give the Designating Party an opportunity to review the designated 16 material, to reconsider the circumstances, and, if no change in designation is 17 offered, to explain the basis for the chosen designation. A Challenging Party may 18 proceed to the next stage of the challenge process only if it has engaged in this 19 meet and confer process first or establishes that the Designating Party is unwilling 20 to participate in the meet and confer process in a timely manner. 21 6.3. Judicial Intervention. If the Parties cannot resolve a challenge 22 without court intervention, the Designating Party shall file and serve a motion to 23 retain confidentiality (in compliance with Civil Local Rules 37-1, 37-2, and 79- 24 5.1) within 21 days of the initial notice of challenge or within 14 days of the 25 Parties agreeing that the meet and confer process will not resolve their dispute, 26 whichever is earlier. Any motion brought pursuant to this provision is subject to 27 Civil Local Rules 37-1 and 37-2, including, but not limited to, the requirement 28 that a joint stipulation shall be filed and served with the notice of motion. Each 8 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 such motion must be accompanied by a competent declaration affirming that the 2 movant has complied with the meet and confer requirements imposed in the 3 preceding Paragraph. Failure by the Designating Party to make such a motion 4 including the required declaration within 21 days (or 14 days, if applicable) shall 5 automatically waive the confidentiality designation for each challenged 6 designation. In addition, the Challenging Party may file a motion challenging a 7 confidentiality designation at any time if there is good cause for doing so, 8 including a challenge to the designation of a deposition transcript or any portions 9 thereof. Any motion brought pursuant to this provision must be accompanied by Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 a competent declaration affirming that the movant has complied with the meet and 11 confer requirements imposed by the preceding Paragraph. 12 The burden of persuasion in any such challenge proceeding shall be on the 13 Designating Party. Unless the Designating Party has waived the confidentiality 14 designation by failing to file a motion to retain confidentiality as described above, 15 all Parties shall continue to afford the material in question the level of protection 16 to which it is entitled under the Producing Party’s designation until the Court 17 rules on the challenge. 18 7. 19 ACCESS TO AND USE OF PROTECTED MATERIAL 7.1. Basic Principles. A Receiving Party may use Protected Material that 20 is disclosed or produced by another Party or by a Non-Party in connection with 21 this case only for prosecuting, defending or attempting to settle this litigation. 22 Such Protected Material may be disclosed only to the categories of persons and 23 under the conditions described in this Order. When the litigation has been 24 terminated, a Receiving Party must comply with the provisions of Paragraph 13 25 below (FINAL DISPOSITION). 26 Protected Material must be stored and maintained by a Receiving Party at a 27 location and in a secure manner that ensures that access is limited to the persons 28 authorized under this Order. 9 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 7.2. Disclosure of “CONFIDENTIAL” Information or Items. Unless 2 otherwise ordered by the Court or permitted in writing by the Designating Party, a 3 Receiving Party may disclose any information or item designated 4 “CONFIDENTIAL” only to: 5 (a) The Receiving Party’s Outside Counsel of Record in this 6 action, as well as employees of said Outside Counsel of Record to whom it is 7 reasonably necessary to disclose the information for this litigation; 8 9 Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 (b) The officers, directors and employees (including In-House Counsel) of the Receiving Party to whom disclosure is reasonably necessary for this litigation; 11 (c) Experts (as defined in this Order) of the Receiving Party to 12 whom disclosure is reasonably necessary for this litigation and who have signed 13 the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 14 (d) The Court and its personnel; 15 (e) Court reporters, Professional Vendors and their staffs; 16 (f) Professional jury or trial consultants or mock jurors to whom 17 disclosure is reasonably necessary for this litigation and who have signed the 18 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 19 (g) During their depositions, witnesses in the action to whom 20 disclosure is reasonably necessary. Pages of transcribed deposition testimony or 21 exhibits to depositions that reveal Protected Material may not be disclosed to 22 anyone except as permitted under this Stipulated Protective Order. The Parties 23 will endeavor to have the witness sign and execute the “Acknowledgment and 24 Agreement to Be Bound” (Exhibit A), but their refusal to execute will not prevent 25 them from being questioned regarding the Protected Material; and 26 (h) The author or recipient of a document containing the 27 information or a custodian or other person who otherwise possessed or knew the 28 information. 10 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 7.3. Disclosure of “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 2 Information or Items. Unless otherwise ordered by the Court or permitted in 3 writing by the Designating Party, a Receiving Party may disclose any information 4 or item designated “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” only to: 5 (a) The Receiving Party’s Outside Counsel of Record in this 6 action, as well as employees of said Outside Counsel of Record to whom it is 7 reasonably necessary to disclose the information for this litigation; 8 9 Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 (b) Experts (as defined in this Order) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 11 (c) The Court and its personnel; 12 (d) Court reporters, Professional Vendors and their staffs; and 13 (e) Professional jury or trial consultants or mock jurors to whom 14 disclosure is reasonably necessary for this litigation and who have signed the 15 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 16 (f) During their depositions, witnesses in the action to whom 17 disclosure is reasonably necessary. Pages of transcribed deposition testimony or 18 exhibits to depositions that reveal Protected Material may not be disclosed to 19 anyone except as permitted under this Stipulated Protective Order. The Parties 20 will endeavor to have the witness sign and execute the “Acknowledgment and 21 Agreement to Be Bound” (Exhibit A), but his refusal to execute will not prevent 22 him from being questioned regarding the Protected Material. However, it is 23 understood that “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information 24 will not be disclosed to people who are identified in category 7.2(b) above [the 25 officers, directors and employees (including In-House Counsel) of the Receiving 26 Party]; and 27 28 11 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 (g) The author or recipient of a document containing the 2 information or a custodian or other person who otherwise possessed or knew the 3 information. 4 8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED 5 IN OTHER LITIGATION 6 If a Party is served with a subpoena or a court order issued in other 7 litigation that compels disclosure of any information or items designated in this 8 action as “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES 9 ONLY,” that Party must: Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 11 12 (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 13 or order to issue in the other litigation that some or all of the material covered by 14 the subpoena or order is subject to this Stipulated Protective Order. Such 15 notification shall include a copy of this Stipulated Protective Order; and 16 17 18 (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 19 with the subpoena or court order shall not produce any information designated in 20 this action as “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES 21 ONLY” before a determination by the Court from which the subpoena or order 22 issued, unless the Party has obtained the Designating Party’s permission. The 23 Designating Party shall bear the burden and expense of seeking protection in that 24 court of its “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES 25 ONLY” material – and nothing in these provisions should be construed as 26 authorizing or encouraging a Receiving Party in this action to disobey a lawful 27 directive from another court. 28 12 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 2 3 9. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN THIS LITIGATION (a) The terms of this Order are applicable to information produced 4 by a Non-Party in this action and designated as “CONFIDENTIAL” or 5 “CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” Such information produced 6 by Non-Parties in connection with this litigation is protected by the remedies and 7 relief provided by this Order. Nothing in these provisions should be construed as 8 prohibiting a Non-Party from seeking additional protections. 9 (b) In the event that a Party is required, by a valid discovery Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 request, to produce a Non-Party’s “CONFIDENTIAL” or “CONFIDENTIAL – 11 ATTORNEYS’ EYES ONLY” information in its possession, and the Party is 12 subject to an agreement with the Non-Party not to produce the Non-Party’s 13 “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 14 information, then the Party shall: 15 (1) Promptly notify in writing the Requesting Party and the 16 Non-Party that some or all of the information requested is subject to a 17 confidentiality agreement with a Non-Party; 18 (2) Promptly provide the Non-Party with a copy of the 19 Stipulated Protective Order in this litigation, the relevant discovery request(s), and 20 a reasonably specific description of the information requested; and 21 22 23 (3) Make the information requested available for inspection by the Non-Party. (c) If the Non-Party fails to object or seek a protective order from 24 this Court within 14 days of receiving the notice and accompanying information, 25 the Receiving Party may produce the Non-Party’s “CONFIDENTIAL” or 26 “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information responsive to 27 the discovery request. If the Non-Party timely seeks a protective order, the 28 Receiving Party shall not produce any information in its possession or control that 13 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 is subject to the confidentiality agreement with the Non-Party before a 2 determination by the Court. Absent a court order to the contrary, the Non-Party 3 shall bear the burden and expense of seeking protection in this Court of its 4 Protected Material. 5 10. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 6 If a Receiving Party learns that, by inadvertence or otherwise, it has 7 disclosed Protected Material to any person or in any circumstance not authorized 8 under this Stipulated Protective Order, the Receiving Party must immediately 9 (a) notify the Designating Party in writing of the unauthorized disclosures, (b) use Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 its best efforts to retrieve all unauthorized copies of the Protected Material, 11 (c) inform the person or persons to whom unauthorized disclosures were made of 12 all the terms of this Order, and (d) request such person or persons to execute the 13 “Acknowledgment and Agreement to Be Bound” that is attached hereto as 14 Exhibit A. 15 11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE 16 PROTECTED MATERIAL 17 When a Producing Party gives notice to Receiving Parties that certain 18 inadvertently produced material is subject to a claim of privilege or other 19 protection, the obligations of the Receiving Parties are those set forth in Federal 20 Rule of Civil Procedure 26(b)(5)(B). This provision is not intended to modify 21 whatever procedure may be established in an e-discovery order that provides for 22 production without prior privilege review. Pursuant to Federal Rule of Evidence 23 502(d) and (e), insofar as the Parties reach an agreement on the effect of 24 disclosure of a communication or information covered by the attorney-client 25 privilege or work product protection, the Parties may incorporate their agreement 26 in the stipulated protective order submitted to the Court. 27 28 14 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 12. 2 3 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. 4 12.2. Right to Assert Other Objections. By stipulating to the entry of this 5 Stipulated Protective Order, no Party waives any right it would otherwise have to 6 object to disclosing or producing any information or item on any ground not 7 addressed in this Stipulated Protective Order. Similarly, no Party waives any 8 right to object on any ground to the use in evidence of any of the material covered 9 by this Stipulated Protective Order. Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 12.3. Filing Protected Material. Without a court order secured after 11 appropriate notice to all interested persons, a Party may not file any Protected 12 Material in the public record in this action. A Party that seeks to file any 13 Protected Material under seal must comply with Civil Local Rule 79-5.1. 14 Protected Material may only be filed under seal pursuant to a court order 15 authorizing the sealing of the specific Protected Material at issue. If a Receiving 16 Party’s request to file Protected Material under seal pursuant to Civil Local Rule 17 79-5.1 is denied by the Court, then the Receiving Party may file the information 18 in the public record, unless otherwise instructed by the Court. 19 13. 20 FINAL DISPOSITION Within 60 days after the Final Disposition of this action, as defined in 21 Paragraph 4, each Receiving Party must return all Protected Material to the 22 Producing Party or destroy such material. As used in this subdivision, “all 23 Protected Material” includes all copies, abstracts, compilations, summaries and 24 any other format reproducing or capturing any of the Protected Material. Whether 25 the Protected Material is returned or destroyed, the Receiving Party must submit a 26 written certification to the Producing Party (and, if not the same person or entity, 27 to the Designating Party) by the 60 day deadline that (1) identifies (by category, 28 where appropriate) all the Protected Material that was returned or destroyed, and 15 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 (2) affirms that the Receiving Party has not retained any copies, abstracts, 2 compilations, summaries or any other format reproducing or capturing any of the 3 Protected Material. Notwithstanding this provision, Counsel are entitled to retain 4 an archival copy of all pleadings, motion papers, trial, deposition and hearing 5 transcripts, legal memoranda, correspondence, deposition and trial exhibits, expert 6 reports, attorney work product and consultant and expert work product, even if 7 such materials contain Protected Material. Any such archival copies that contain 8 or constitute Protected Material remain subject to this Stipulated Protective Order 9 as set forth in Paragraph 4 (DURATION). Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 11 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 12 Dated: May 18, 2015 13 Respectfully submitted, LOCKE LORD LLP 14 15 By: /s/ Kelly S. Biggins Kelly S. Biggins Steven T. Whitmer (pro hac vice) Ashlee M. Knuckey (pro hac vice) Attorneys for Defendants ZURICH AMERICAN INSURANCE COMPANY, AMERICAN ZURICH INSURANCE COMPANY and ZURICH SERVICES CORPORATION 16 17 18 19 20 21 22 23 Dated: May 18, 2015 Respectfully submitted, DOSS LEGAL SERVICES 24 25 26 By: /s/ Bryan S. Doss Bryan S. Doss Attorney for Plaintiff G&M OIL COMPANY, INC. 27 28 16 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 CERTIFICATION 2 Pursuant to L.R. 5-4.3.4(a)(2)(i), the filing attorney attests that she has 3 obtained concurrence regarding this document’s content and authorization to file 4 this document from the indicated signatories to the document. 5 Dated: May 18, 2015 6 By: /s/ Kelly S. Biggins Kelly S. Biggins 7 8 PURSUANT TO STIPULATION, IT IS SO ORDERED. 9 Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 11 DATED: May 26, 2015 ________________________________ Honorable Douglas F. McCormick United States Magistrate Judge 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 17 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, _____________________________ [print or type full name], of 4 _________________ [print or type full address], declare under penalty of perjury 5 that I have read in its entirety and understand the Stipulated Protective Order that 6 was issued by the United States District Court for the Central District of 7 California on ____________ [date] in the case of G&M Oil Company, Inc. v. 8 Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM. 9 I agree to comply with and to be bound by all the terms of this Stipulated Locke Lord LLP 300 South Grand Avenue, Suite 2600 Los Angeles, California 90071 10 Protective Order and I understand and acknowledge that failure to so comply 11 could expose me to sanctions and punishment in the nature of contempt. I 12 solemnly promise that I will not disclose in any manner any information or item 13 that is subject to this Stipulated Protective Order to any person or entity except in 14 strict compliance with the provisions of this Order. 15 I further agree to submit to the jurisdiction of the United States District 16 Court for the Central District of California for the purpose of enforcing the terms 17 of this Stipulated Protective Order, even if such enforcement proceedings occur 18 after termination of this action. 19 20 21 Date: ______________________________________ 22 City and State where sworn and signed: _________________________________ 23 24 Printed name: _______________________________ 25 26 Signature: __________________________________ 27 28 18 STIPULATED PROTECTIVE ORDER G&M Oil Company, Inc. v. Zurich American Insurance Company, et al., Case No. 8:15-cv-00204-JVS-DFM

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