Christopher Robinson v. Diversified Consultants, Inc.

Filing 13

STIPULATED PROTECTIVE ORDER by Magistrate Judge Jay C. Gandhi re Stipulation for Protective Order 12 . (kh)

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1 2 3 4 5 6 Damian P. Richard, Esq. (SBN 262805) Debbie P. Kirkpatrick, Esq. (SBN 207112) SESSIONS, FISHMAN, NATHAN & ISRAEL, L.L.P. 1545 Hotel Circle South, Suite 150 San Diego, CA 92108-3426 Tel: 619/758-1891 Fax: 619/296-2013 7 8 Attorneys for Defendant Diversified Consultants, Inc. UNITED STATES DISTRICT COURT 9 10 CENTRAL DISTRICT OF CALIFORNIA 11 12 CHRISTOPHER ROBINSON, 13 Plaintiff, 14 15 16 17 vs. DIVERSIFIED CONSULTANTS, INC., 18 Defendant. 19 ) Case No. 17-CV-00992 JVS-JCG ) ) ) ) STIPULATED PROTECTIVE ) ORDER ) ) ) ) ) ) ) ) ) 20 Plaintiff Christopher Robinson (“Plaintiff”), and Defendant Diversified 21 Consultants, Inc., (“Defendant”) hereby stipulate to the following Protective Order 22 in this case: 23 1. PURPOSE AND LIMITS OF THIS ORDER 24 Discovery in this action is likely to involve confidential, proprietary, or 25 private information requiring special protection from public disclosure and from 26 use for any purpose other than this litigation. Thus, the Court enters this Protective 27 Order. This Order does not confer blanket protections on all disclosures or 28 responses to discovery, and the protection it gives from public disclosure and use Stipulated Protective Order 1 1 extends only to the specific material entitled to confidential treatment under the 2 applicable legal principles. This Order does not automatically authorize the filing 3 under seal of material designated under this Order. Instead, the parties must 4 comply with L.R. 79-5.1 if they seek to file anything under seal. This Order does 5 not govern the use at trial of material designated under this Order. 6 7 8 2. DESIGNATING PROTECTED MATERIAL 2.1 designates Over-Designation Prohibited. Any party or non-party who information or items for protection under this Order as 9 “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEY EYES 10 ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE CODE” (a “designator”) 11 must only designate specific material that qualifies under the appropriate 12 13 14 standards. To the extent practicable, only those parts of documents, items, or oral or written communications that require protection shall be designated. 15 Designations with a higher confidentiality level when a lower level would suffice 16 are prohibited. Mass, indiscriminate, or routinized designations are prohibited. 17 Unjustified designations expose the designator to sanctions, including the Court’s 18 striking all confidentiality designations made by that designator. Designation 19 under this Order is allowed only if the designation is necessary to protect material 20 that, if disclosed to persons not authorized to view it, would cause competitive or 21 other recognized harm. Material may not be designated if it has been made public, 22 or if designation is otherwise unnecessary to protect a secrecy interest. If a 23 designator learns that information or items that it designated for protection do not 24 qualify for protection at all or do not qualify for the level of protection initially 25 asserted, that designator must promptly notify all parties that it is withdrawing the 26 mistaken designation. 27 28 2.2 Manner and Timing of Designations. Designation under this Order requires the designator to affix the applicable legend (“CONFIDENTIAL,” Stipulated Protective Order 2 1 “HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY,” or “HIGHLY 2 CONFIDENTIAL – SOURCE CODE”) to each page that contains protected 3 material. For testimony given in deposition or other proceeding, the designator 4 shall specify all protected testimony and the level of protection being asserted. It 5 may make that designation during the deposition or proceeding, or may invoke, on 6 the record or by written notice to all parties on or before the next business day, a 7 8 right to have up to 21 days from the deposition or proceeding to make its designation. 9 2.2.1 A party or non-party that makes original documents or 10 materials available for inspection need not designate them for protection 11 until after the inspecting party has identified which material it would like 12 13 14 copied and produced. During the inspection and before the designation, all material shall be treated as HIGHLY CONFIDENTIAL – ATTORNEY 15 EYES ONLY. After the inspecting party has identified the documents it 16 wants copied and produced, the producing party must designate the 17 documents, or portions thereof, that qualify for protection under this Order. 18 2.2.2 Parties shall give advance notice if they expect a deposition or 19 other proceeding to include designated material so that the other parties can 20 ensure that only authorized individuals are present at those proceedings 21 when such material is disclosed or used. The use of a document as an 22 exhibit at a deposition shall not in any way affect its designation. 23 Transcripts containing designated material shall have a legend on the title 24 page noting the presence of designated material, and the title page shall be 25 followed by a list of all pages (including line numbers as appropriate) that 26 have been designated, and the level of protection being asserted. The 27 designator shall inform the court reporter of these requirements. Any 28 Stipulated Protective Order 3 1 transcript that is prepared before the expiration of the 21-day period for 2 designation shall be treated during that period as if it had been designated 3 HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY unless otherwise 4 agreed. After the expiration of the 21-day period, the transcript shall be 5 treated only as actually designated. 6 2.3 7 8 9 Inadvertent Failures to Designate. An inadvertent failure to designate does not, standing alone, waive protection under this Order. Upon timely assertion or correction of a designation, all recipients must make reasonable efforts to ensure that the material is treated according to this Order. 10 3. CHALLENGING CONFIDENTIALITY DESIGANTIONS 11 All challenges to confidentiality designations shall proceed under L.R. 37-1 12 13 14 15 through L.R. 37-4. 4. ACCESS TO DESIGNATED MATERIAL 4.1 Basic Principles. A receiving party may use designated material only 16 for this litigation. Designated material may be disclosed only to the categories of 17 persons and under the conditions described in this Order. 18 4.2 Disclosure of CONFIDENTIAL Material Without Further 19 Approval. Unless otherwise ordered by the Court or permitted in writing by the 20 designator, 21 CONFIDENTIAL only to: a receiving party may disclose any material designated 22 4.2.1 The receiving party’s outside counsel of record in this action 23 and employees of outside counsel of record to whom disclosure is 24 reasonably necessary; 25 26 27 4.2.2 The officers, directors, and employees of the receiving party to whom disclosure is reasonably necessary, and who have signed the Agreement to Be Bound (Exhibit A); 28 Stipulated Protective Order 4 1 4.2.3 Experts retained by the receiving party’s outside counsel of 2 record to whom disclosure is reasonably necessary, and who have signed 3 the Agreement to Be Bound (Exhibit A); 4 4.2.4 The Court and its personnel; 5 4.2.5 Outside court reporters and their staff, professional jury or trial 6 7 consultants, and professional vendors to whom disclosure is reasonably 8 necessary, and who have signed the Agreement to Be Bound (Exhibit A); 9 4.2.6 During their depositions, witnesses in the action to whom 10 disclosure is reasonably necessary and who have signed the Agreement to 11 Be Bound (Exhibit A); and 12 4.2.7 The author or recipient of a document containing the material, 13 or a custodian or other person who otherwise possessed or knew the 14 information. 15 4.3 16 ONLY and HIGHLY CONFIDENTIAL – SOURCE CODE Material 17 Without Further Approval. Unless permitted in writing by the designator, a 18 receiving party may disclose material designated HIGHLY CONFIDENTIAL – 19 20 Disclosure of HIGHLY CONFIDENTIAL – ATTORNEY EYES ATTORNEY EYES ONLY or HIGHLY CONFIDENTIAL – SOURCE CODE without further approval only to: 21 4.3.1 The receiving party’s outside counsel of record in this action 22 and employees of outside counsel of record to whom it is reasonably 23 24 25 necessary to disclose the information; 4.3.2 The Court and its personnel; 26 4.3.3 Outside court reporters and their staff, professional jury or trial 27 consultants, and professional vendors to whom disclosure is reasonably 28 Stipulated Protective Order 5 1 necessary, and who have signed the Agreement to Be Bound (Exhibit A); 2 and 3 4.3.4 The author or recipient of a document containing the material, 4 or a custodian or other person who otherwise possessed or knew the 5 information. 6 4.4 7 8 Procedures for Approving or Objecting to Disclosure of HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY or HIGHLY CONFIDENTIAL – SOURCE CODE Material to In-House Counsel or 9 Experts. Unless agreed to in writing by the designator: 10 4.4.1 A party seeking to disclose to in-house counsel any material 11 designated HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY must 12 13 14 first make a written request to the designator providing the full name of the in-house counsel, the city and state of such counsel’s residence, and such 15 counsel’s current and reasonably foreseeable future primary job duties and 16 responsibilities in sufficient detail to determine present or potential 17 involvement in any competitive decision-making. In-house counsel are not 18 authorized to receive material designated HIGHLY CONFIDENTIAL – 19 SOURCE CODE. 20 4.4.2 A party seeking to disclose to an expert retained by outside 21 counsel of record any information or item that has been designated 22 HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY or HIGHLY 23 CONFIDENTIAL – SOURCE CODE must first make a written request to 24 the designator that (1) identifies the general categories of HIGHLY 25 CONFIDENTIAL-ATTORNEY 26 CONFIDENTIAL – SOURCE CODE information that the receiving party 27 28 EYES ONLY or HIGHLY seeks permission to disclose to the expert, (2) sets forth the full name of the expert and the city and state of his or her primary residence, (3) attaches a Stipulated Protective Order 6 1 copy of the expert’s current resume, (4) identifies the expert’s current 2 employer(s), (5) identifies each person or entity from whom the expert has 3 received compensation or funding for work in his or her areas of expertise 4 (including in connection with litigation) in the past five years, and (6) 5 identifies (by name and number of the case, filing date, and location of 6 court) any litigation where the expert has offered expert testimony, 7 including by declaration, report, or testimony at deposition or trial, in the 8 past five years. If the expert believes any of this information at (4) - (6) is 9 subject to a confidentiality obligation to a third party, then the expert should 10 provide whatever information the expert believes can be disclosed without 11 violating any confidentiality agreements, and the party seeking to disclose 12 the information to the expert shall be available to meet and confer with the 13 designator regarding any such confidentiality obligations. 14 15 4.4.3 A party that makes a request and provides the information 16 specified in paragraphs 4.4.1 or 4.4.2 may disclose the designated material 17 to the identified in-house counsel or expert unless, within seven days of 18 delivering the request, the party receives a written objection from the 19 designator providing detailed grounds for the objection. 4.4.4 All challenges to objections from the designator shall proceed 20 under L.R. 37-1 through L.R. 37-4. 21 22 23 5. SOURCE CODE 5.1 Designation of Source Code. If production of source code is 24 necessary, a party may designate it as HIGHLY CONFIDENTIAL – SOURCE 25 CODE if it is, or includes, confidential, proprietary, or trade secret source code. 26 27 5.2 Location and Supervision of Inspection. Any HIGHLY CONFIDENTIAL – SOURCE CODE produced in discovery shall be made 28 Stipulated Protective Order 7 1 available for inspection, in a format allowing it to be reasonably reviewed and 2 searched, during normal business hours or at other mutually agreeable times, at 3 an office of the designating party’s counsel or another mutually agreeable 4 location. The source code shall be made available for inspection on a secured 5 computer in a secured room, and the inspecting party shall not copy, remove, or 6 otherwise transfer any portion of the source code onto any recordable media or 7 8 recordable device. The designator may visually monitor the activities of the inspecting party’s representatives during any source code review, but only to 9 ensure that there is no unauthorized recording, copying, or transmission of the 10 source code. 11 5.3 Paper Copies of Source Code Excerpts. The inspecting party may 12 13 14 request paper copies of limited portions of source code that are reasonably necessary for the preparation of court filings, pleadings, expert reports, other 15 papers, or for deposition or trial. The designator shall provide all such source code 16 in 17 CONFIDENTIAL – SOURCE CODE.” paper 5.4 18 form, including Bates numbers and the label “HIGHLY Access Record. The inspecting party shall maintain a record of any 19 individual who has inspected any portion of the source code in electronic or paper 20 form, and shall maintain all paper copies of any printed portions of the source 21 code in a secured, locked area. The inspecting party shall not convert any of the 22 information contained in the paper copies into any electronic format other than for 23 the preparation of a pleading, exhibit, expert report, discovery document, 24 deposition transcript, or other Court document. Any paper copies used during a 25 deposition shall be retrieved at the end of each day and must not be left with a 26 court reporter or any other unauthorized individual. 27 6. PROSECUTION BAR 28 Stipulated Protective Order 8 1 Absent written consent from the designator, any individual who receives 2 access to HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY or HIGHLY 3 CONFIDENTIAL - SOURCE CODE information shall not be involved in the 4 prosecution of patents or patent applications concerning the field of the invention 5 of the patents-in-suit for the receiving party or its acquirer, successor, predecessor, 6 or other affiliate during the pendency of this action and for one year after its 7 8 conclusion, including any appeals. “Prosecution” means drafting, amending, advising on the content of, or otherwise affecting the scope or content of patent 9 claims or specifications. These prohibitions shall not preclude counsel from 10 participating in reexamination or inter partes review proceedings to challenge or 11 defend the validity of any patent, but counsel may not participate in the drafting of 12 13 14 amended claims in any such proceedings. 7. PROTECTED MATERIAL SUBPOENAED OR ORDERED 15 PRODUCED IN OTHER LITIGATION 16 7.1 Subpoenas and Court Orders. This Order in no way excuses non- 17 compliance with a lawful subpoena or court order. The purpose of the duties 18 described in this section is to alert the interested parties to the existence of this 19 Order and to give the designator an opportunity to protect its confidentiality 20 interests in the court where the subpoena or order issued. 21 7.2 Notification Requirement. If a party is served with a subpoena or a 22 court order issued in other litigation that compels disclosure of any information or 23 items designated in this action as CONFIDENTIAL, HIGHLY CONFIDENTIAL 24 – ATTORNEY EYES ONLY, or HIGHLY CONFIDENTIAL – SOURCE CODE, 25 that party must: 26 27 7.2.1 Promptly notify the designator in writing. Such notification shall include a copy of the subpoena or court order; 28 Stipulated Protective Order 9 1 7.2.2 Promptly notify in writing the party who caused the subpoena 2 or order to issue in the other litigation that some or all of the material 3 covered by the subpoena or order is subject to this Order. Such 4 notification shall include a copy of this Order; and 5 7.2.3 Cooperate with all reasonable procedures sought by the 6 designator whose material may be affected. 7 8 7.3 Wait for Resolution of Protective Order. If the designator timely seeks a protective order, the party served with the subpoena or court order shall 9 not produce any information designated in this action as CONFIDENTIAL, 10 HIGHLY CONFIDENTIAL – ATTORNEY EYES ONLY or HIGHLY 11 CONFIDENTIAL – SOURCE CODE before a determination by the court where 12 13 14 the subpoena or order issued, unless the party has obtained the designator’s permission. The designator shall bear the burden and expense of seeking 15 protection of its confidential material in that court. 16 8. UNAUTHORIZED DISCLOSURE OF DESIGNATED MATERIAL 17 If a receiving party learns that, by inadvertence or otherwise, it has 18 disclosed designated material to any person or in any circumstance not authorized 19 under this Order, it must immediately (1) notify in writing the designator of the 20 unauthorized disclosures, (2) use its best efforts to retrieve all unauthorized copies 21 of the designated material, (3) inform the person or persons to whom unauthorized 22 disclosures were made of all the terms of this Order, and (4) use reasonable efforts 23 to have such person or persons execute the Agreement to Be Bound (Exhibit A). 24 9. INADVERTENT PRODUCTION OF PRIVILEGED OR 25 OTHERWISE PROTECTED MATERIAL 26 When a producing party gives notice that certain inadvertently produced 27 28 material is subject to a claim of privilege or other protection, the obligations of the receiving parties are those set forth in Federal Rule of Civil Procedure Stipulated Protective Order 10 1 26(b)(5)(B). This provision is not intended to modify whatever procedure may be 2 established in an e-discovery order that provides for production without prior 3 privilege review pursuant to Federal Rule of Evidence 502(d) and (e). 4 10. FILING UNDER SEAL 5 Without written permission from the designator or a Court order, a party 6 may not file in the public record in this action any designated material. A party 7 8 seeking to file under seal any designated material must comply with L.R. 79-5.1. Filings may be made under seal only pursuant to a court order authorizing the 9 sealing of the specific material at issue. The fact that a document has been 10 designated under this Order is insufficient to justify filing under seal. Instead, 11 parties must explain the basis for confidentiality of each document sought to be 12 13 14 filed under seal. Because a party other than the designator will often be seeking to file designated material, cooperation between the parties in preparing, and in 15 reducing the number and extent of, requests for under seal filing is essential. If a 16 receiving party’s request to file designated material under seal pursuant to L.R. 17 79-5.1 is denied by the Court, then the receiving party may file the material in 18 the public record unless (1) the designator seeks reconsideration within four 19 days of the denial, or (2) as otherwise instructed by the Court. 20 11. FINAL DISPOSITION 21 Within 60 days after the final disposition of this action, each party shall 22 return all designated material to the designator or destroy such material, including 23 all copies, abstracts, compilations, summaries, and any other format reproducing 24 or capturing any designated material. The receiving party must submit a written 25 certification to the designator by the 60-day deadline that (1) identifies (by 26 category, where appropriate) all the designated material that was returned or 27 28 destroyed, and (2) affirms that the receiving party has not retained any copies, abstracts, compilations, summaries, or any other format reproducing or capturing Stipulated Protective Order 11 1 any of the designated material. This provision shall not prevent counsel from 2 retaining an archival copy of all pleadings, motion papers, trial, deposition, and 3 hearing transcripts, legal memoranda, correspondence, deposition and trial 4 exhibits, expert reports, attorney work product, and consultant and expert work 5 product, even if such materials contain designated material. Any such archival 6 copies remain subject to this Order. 7 8 IT IS SO STIPULATED. 9 10 Dated: October 4, 2017 Respectfully submitted, /s/ Amy L. Bennecoff Ginsburg Amy L. Bennecoff Ginsburg Kimmel and Silverman PC 30 East Butler Avenue Ambler, PA 19002 215-540-8888 ext 141 Fax: 877-788-7864 Email: Attorneys for Plaintiff Dated: October 4, 2017 Respectfully submitted, /s/ Damian P. Richard Damian P. Richard Sessions Fishman Nathan and Israel LLP 1545 Hotel Circle South Suite 150 San Diego, CA 92108 (619) 758-1891 Fax: (619) 296-2013 Email: Attorneys for Defendant 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 IT IS SO ORDERED. DATED: 10/10/2017 _________________________________ Jay C. Gandhi, United States Magistrate Judge Stipulated Protective Order 12 1 EXHIBIT A 2 AGREEMENT TO BE BOUND 3 I, _______________________[print or type full name], of 4 ________________________________ [print or type full address], declare under 5 penalty of perjury that I have read in its entirety and understand the Protective 6 Order that was issued by the United States District Court for the Central District 7 of California on ____________ [date] in the case of Christopher Robinson v. 8 Diversified Consultants, Inc., No. 17-cv-00992-JVS-JCG (C.D. Cal. June 9, 2017). 9 I agree to comply with and to be bound by all the terms of this Protective Order, 10 and I understand and acknowledge that failure to so comply could expose me to 11 sanctions and punishment for contempt. 12 disclose in any manner any information or item that is subject to this Protective 13 Order to any person or entity except in strict compliance with this Order. 14 15 I solemnly promise that I will not I further agree to submit to the jurisdiction of the United States District Court for the Central District of California for the purpose of enforcing this Order, 16 even if such enforcement proceedings occur after termination of this action. 17 I hereby appoint ________________________ [print or type full name] of 18 19 20 _______________________________[print or type full address and telephone number] as my California agent for service of process in connection with this 21 action or any proceedings related to enforcement of this Order. 22 Date: ___________________________ 23 City and State where sworn and signed: _________________________________ 24 25 26 27 28 Printed name: ____________________ [printed name] Signature: _______________________ [signature] Stipulated Protective Order 13

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