Jette v. Ocwen Loan Servicing, LLC

Filing 10

STIPULATED PROTECTIVE ORDER signed by Judge John A. Mendez on 3/3/15. (Kastilahn, A)

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1 2 3 4 5 6 BRYAN CAVE LLP C. Scott Greene, California Bar No. 277445 Goli Mahdavi, California Bar No. 245705 560 Mission Street, 25th Floor San Francisco, CA 94105-2994 Telephone: (415) 675-3400 Facsimile: (415) 675-3434 Email: Attorneys for Defendant OCWEN LOAN SERVICING, LLC 7 8 UNITED STATES DISTRICT COURT 9 EASTERN DISTRICT OF CALIFORNIA 10 11 SUSAN E. JETTE, 12 13 Case No. 2:14-cv-01451-JAM-CMK Plaintiff, STIPULATED PROTECTIVE ORDER v. 14 OCWEN LOAN SERVICING, LLC, et al., 15 Defendants. 16 17 1. 18 Disclosure and discovery activity in this action are likely to involve production of 19 confidential, proprietary, or private information for which special protection from public 20 disclosure and from use for any purpose other than prosecuting this litigation would be warranted. 21 Accordingly, the parties hereby stipulate to and petition the court to enter the following Stipulated 22 Protective Order. The parties acknowledge that this Order does not impact the power of the Court 23 to fashion Protective Orders under F.R.Civ.P. 26(c). 24 PURPOSES AND LIMITATIONS The parties further acknowledge, as set forth in Section 10, below, that this Stipulated 25 Protective Order is subject to the provisions of Civil Local Rule 141, which sets forth the 26 procedures that must be followed and reflects the standards that will be applied when a party 27 seeks permission from the court to file material under seal. 28 237878.1\C080300\0370910 -1STIPULATED PROTECTIVE ORDER 1 2 3 4 2. DEFINITIONS 2.1 Party: any party to this action, including all of its officers, directors, employees, consultants, retained experts, and outside Counsel (and their support staff). 2.2 Disclosure or Discovery Material: all items or information, regardless of 5 the medium or manner generated, stored, or maintained (including, among other things, 6 testimony, transcripts, or tangible things) that are produced or generated in disclosures or in 7 connection with discovery related to this matter. 8 9 2.3 “Confidential” Information or Items: information (regardless of how generated, stored or maintained) or tangible things that qualify for protection under standards 10 developed under F.R.Civ.P. 26(c). 11 2.4 12 Receiving Party: a Party that receives Disclosure or Discovery Material from a Producing Party. 13 2.5 14 Discovery Material in this action. 15 2.6 16 17 18 19 20 21 Producing Party: a Party or non-party that produces Disclosure or Designating Party: a Party or non-party that designates information or items that it produces in disclosures or in responses to discovery as “Confidential.” 2.7 Protected Material: any Disclosure or Discovery Material that is designated as “Confidential.” 2.8 Counsel (without qualifier): Outside Counsel of record and In-House Counsel (as well as their support staffs). 2.9 Expert: a person with specialized knowledge or experience in a matter 22 pertinent to the litigation who has been retained by a Party or its Counsel to serve as an expert 23 witness or as a consultant in this action and who is not a past or a current employee of a Party or 24 of a competitor of a Party’s and who, at the time of retention, is not anticipated to become an 25 employee of a Party or a competitor of a Party’s. This definition includes a professional jury or 26 trial consultant retained in connection with this litigation. 27 28 2.10 Professional Vendors: persons or entities that provide litigation support services (e.g., photocopying; videotaping; translating; preparing exhibits or demonstrations; 237878.1\C080300\0370910 -2STIPULATED PROTECTIVE ORDER 1 organizing, storing, retrieving data in any form or medium; etc.) and their employees and 2 subcontractors. 3 3. 4 The protections conferred by this Stipulation and Order cover not only Protected Material SCOPE 5 (as defined above), but also any information copied or extracted therefrom, as well as all copies, 6 excerpts, summaries, or compilations thereof, plus testimony, conversations, or presentations by 7 parties or Counsel to or in court or in other settings that might reveal Protected Material. 8 4. 9 Even after the termination of this litigation, the confidentiality obligations imposed by this DURATION 10 Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 11 otherwise directs. The Court will retain jurisdiction to enforce the terms of the order for 6 months 12 after final termination of the action. 13 14 5. DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. 15 Each Party or non-party that designates information or items for protection under this Order must 16 take care to limit any such designation to specific material that qualifies under the appropriate 17 standards. A Designating Party must take care to designate for protection only those parts of 18 material, documents, items, or oral or written communications that qualify—so that other portions 19 of the material, documents, items, or communications for which protection is not warranted are 20 not swept unjustifiably within the ambit of this Order. Mass, indiscriminate, or routinized 21 designations are prohibited. If it comes to a Party’s or a non-party’s attention that information or 22 items that it designated for protection do not qualify for protection at all, or do not qualify for the 23 level of protection initially asserted, that Party or non-party must promptly notify all other parties 24 that it is withdrawing the mistaken designation. 25 5.2 Manner and Timing of Designations. Except as otherwise provided in this 26 Order (see, e.g., second paragraph of section 5.2(a), below), or as otherwise stipulated or ordered, 27 material that qualifies for protection under this Order must be clearly so designated before the 28 material is disclosed or produced. 237878.1\C080300\0370910 -3STIPULATED PROTECTIVE ORDER 1 Designation in conformity with this Order requires: 2 (a) for information in documentary form (apart from transcripts of depositions 3 or other pretrial or trial proceedings), that the Producing Part affix the legend 4 “CONFIDENTIAL” on each page that contains protected material. If only a portion or portions 5 of the material on a page qualifies for protection, the Producing Party also must clearly identify 6 the protected portion(s) (e.g., “CONFIDENTIAL”). 7 A Party or non-party that makes original documents or materials available for 8 inspection need not designate them for protection until after the inspecting Party has indicated 9 which material it would like copied and produced. During the inspection and before the 10 designation, all of the material made available for inspection shall be deemed 11 “CONFIDENTIAL.” After the inspecting Party has identified the documents it wants copied and 12 produced, the Producing Party must determine which documents, or portions thereof, qualify for 13 protection under this Order, then, before producing the specified documents, the Producing Party 14 must affix the appropriate legend (“CONFIDENTIAL”) at the top of each page that contains 15 Protected Material. If only a portion or portions of the material on a page qualifies for protection, 16 the Producing Party also must clearly identify the protected portion(s) (e.g., by making 17 appropriate markings in the margins) and must specify, for each portion (“CONFIDENTIAL”) 18 (b) for testimony given in deposition or in other pretrial or trial proceedings, 19 designation of the portion of the transcript (including exhibits) which contains 20 “CONFIDENTIAL” information shall be made by a statement to such effect on the record in the 21 course of the deposition or, upon review of such transcript, by Counsel for the Person to whose 22 “CONFIDENTIAL” material the deponent has had access, said Counsel shall designate within 23 thirty days after Counsel’s receipt or the transcript. Counsel shall list on a separate piece of paper 24 the numbers of the pages of the transcript containing any “CONFIDENTIAL” information, 25 inserting the list at the end of the transcript, and mailing copies of the list to Counsel for all 26 Parties so that it may be affixed to the face of the transcript and each copy thereof. Pending such 27 designation by Counsel, the entire deposition transcript, including exhibits, shall be deemed 28 237878.1\C080300\0370910 -4STIPULATED PROTECTIVE ORDER 1 “CONFIDENTIAL.” If no designation is made within thirty days after receipt of the transcript, 2 the transcript shall be considered not to contain any “CONFIDENTIAL” material. 3 (c) for information produced in some form other than documentary, and for 4 any other tangible items, that the Producing Party affix in a prominent place on the exterior of the 5 container or containers in which the information or item is stored the legend “CONFIDENTIAL.” 6 If only portions of the information or item warrant protection, the Producing Party, to the extent 7 practicable, shall identify the protected portions, specifying whether they qualify as 8 “CONFIDENTIAL.” 9 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent 10 failure to designate qualified information or items as “CONFIDENTIAL” does not waive the 11 Designating Party’s right to secure protection under this Order for such material. If material is 12 appropriately designated as “CONFIDENTIAL” after the material was initially produced, the 13 Receiving Party, on timely notification of the designation, must make reasonable efforts to assure 14 that the material is treated in accordance with the provisions of this Order. 15 16 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges. Unless a prompt challenge to a Designating Party’s 17 confidentiality designation is necessary to avoid foreseeable substantial unfairness, unnecessary 18 economic burdens, or a later significant disruption or delay of the litigation, a Party does not 19 waive its right to challenge a confidentiality designation by electing not to mount a challenge 20 promptly after the original designation is disclosed. 21 6.2 Meet and Confer. A Party that elects to initiate a challenge to a 22 Designating Party’s confidentiality designation must do so in good faith and must begin the 23 process by meeting and conferring with Counsel for the Designating Party. In conferring, the 24 challenging Party must explain the basis for its belief that the confidentiality designation was not 25 proper and must give the Designating Party an opportunity to review the designated material, to 26 reconsider the circumstances, and, if no change in designation is offered, to explain the basis for 27 the chosen designation. A challenging Party may proceed to the next stage of the challenge 28 process only if it has engaged in this meet and confer process first. 237878.1\C080300\0370910 -5STIPULATED PROTECTIVE ORDER 1 6.3 Judicial Intervention. A Party that elects to press a challenge to a 2 confidentiality designation after considering the justification offered by the Designating Party 3 may oppose the designation pursuant to Civil Local Rule 141. Each such opposition must be 4 accompanied by a competent declaration that affirms that the movant has complied with the meet 5 and confer requirements imposed in the preceding paragraph and that sets forth with specificity 6 the justification for the confidentiality designation that was given by the Designating Party in the 7 meet and confer dialogue. 8 9 The burden of persuasion in any such challenge proceeding shall be on the Designating Party. Until the court rules on the challenge, all parties shall continue to afford the 10 material in question the level of protection to which it is entitled under the Producing Party’s 11 designation. 12 7. 13 ACCESS TO AND USE OF PROTECTED MATERIAL 7.1 Basic Principles. A Receiving Party may use Protected Material that is 14 disclosed or produced by another Party or by a non-party in connection with this case only for 15 prosecuting, defending, or attempting to settle this litigation. Such Protected Material may be 16 disclosed only to the categories of persons and under the conditions described in this Order. 17 When the litigation has been terminated, a Receiving Party must comply with the provisions of 18 section 11, below (FINAL DISPOSITION). 19 Protected Material must be stored and maintained by a Receiving Party at a 20 location and in a secure manner that ensures that access is limited to the persons authorized under 21 this Order. 22 7.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise 23 ordered by the court or permitted in writing by the Designating Party, a Receiving Party may 24 disclose any information or item designated CONFIDENTIAL only to: 25 (a) the Receiving Party’s Outside Counsel of record in this action, as well as 26 employees of said Counsel to whom it is reasonably necessary to disclose the information for this 27 litigation and who have signed the “Agreement to Be Bound by Protective Order” that is attached 28 hereto as Exhibit A; 237878.1\C080300\0370910 -6STIPULATED PROTECTIVE ORDER 1 (b) Experts (as defined in this Order) of the Receiving Party to whom 2 disclosure is reasonably necessary for this litigation and who have signed the “Agreement to Be 3 Bound by Protective Order” (Exhibit A); 4 (c) the Court and its personnel and the Jury; 5 (d) any designated arbitrator or mediator who is assigned to hear this matter, 6 and his or her staff; 7 (e) Professional Vendors (as defined in this Order) of the Receiving Party to 8 whom disclosure is reasonably necessary for this litigation, a representative of whom has signed 9 the “Agreement to Be Bound by Protective Order” (Exhibit A); 10 (f) court reporters, their staffs, and professional vendors to whom disclosure is 11 reasonably necessary for this litigation and who have signed the “Agreement to Be Bound by 12 Protective Order” (Exhibit A); 13 (g) during their depositions, witnesses in the action to whom disclosure is 14 reasonably necessary and who have signed the “Agreement to Be Bound by Protective Order” 15 (Exhibit A) Pages of transcribed deposition testimony or exhibits to depositions that reveal 16 Protected Material must be separately bound by the court reporter and may not be disclosed to 17 anyone except as permitted under this Stipulated Protective Order; 18 19 (h) addressee, or recipient thereof; 20 21 22 persons who appear on the face of the Protected Material as an author, (i) 8. the author of the document or the original source of the information. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION 23 In the event any Receiving Party having possession, custody or control of any 24 “CONFIDENTIAL” material receives a subpoena or other process or order to produce such 25 information in another, unrelated legal proceeding, from a non-party to this action, such 26 Receiving Party shall immediately notify Counsel for the Designating Party of the subpoena or 27 other process or order, furnish Counsel for the Designating Party with a copy of said subpoena or 28 other process or order in sufficient time for the Designating Party to have the opportunity to take 237878.1\C080300\0370910 -7STIPULATED PROTECTIVE ORDER 1 the necessary steps to quash or otherwise object to the subpoena, and cooperate with respect to all 2 reasonable procedures sought. The Designating Party shall have the burden of defending against 3 such subpoena, process, or order. The Receiving Party shall be entitled to comply with it except 4 to the extent the Designating Party has promptly notified the Receiving Party of its intent to take 5 immediate legal action to quash the subpoena, or otherwise protect the “CONFIDENTIAL 6 MATERIAL,” in which case the Receiving Party shall not produce such documents while such 7 legal proceedings are pending or if the Designating Party is successful in obtaining an order 8 modifying or quashing the subpoena or other process or order. 9 The purpose of imposing these duties is to alert the interested parties to the existence of 10 this Protective Order and to afford the Designating Party in this case an opportunity to try to 11 protect its confidentiality interests from the subpoena or Court order. The Designating Party shall 12 bear the burdens and the expenses of seeking protection in that court of its confidential material— 13 and nothing in these provisions should be construed as authorizing or encouraging a Receiving 14 Party in this action to disobey a lawful directive from another court. 15 9. 16 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 17 Material to any person or in any circumstance not authorized under this Stipulated Protective 18 Order, the Receiving Party must immediately (a) notify in writing the Designating Party of the 19 unauthorized disclosures, (b) use its best efforts to retrieve all copies of the Protected Material, (c) 20 inform the person or persons to whom unauthorized disclosures were made of all the terms of this 21 Order, and (d) request such person or persons to execute the “Acknowledgment and Agreement to 22 Be Bound” that is attached hereto as Exhibit A. 23 10. 24 Without written permission from the Designating Party or a court order secured after FILING PROTECTED MATERIAL 25 appropriate notice to all interested persons, a Party may not file in the public record in this action 26 any Protected Material. A Party that seeks to file under seal any Protected Material must comply 27 with Civil Local Rule 141. 28 237878.1\C080300\0370910 -8STIPULATED PROTECTIVE ORDER 1 11. 2 Unless otherwise ordered or agreed in writing by the Producing Party, within sixty days FINAL DISPOSITION. 3 after the final termination of this action, each Receiving Party must return all Protected Material 4 to the Producing Party. As used in this subdivision, “all Protected Material” includes all copies, 5 abstracts, compilations, summaries or any other form of reproducing or capturing any of the 6 Protected Material. With permission in writing from the Designating Party, the Receiving Party 7 may destroy some or all of the Protected Material instead of returning it. Whether the Protected 8 Material is returned or destroyed, the Receiving Party must submit a written certification to the 9 Producing Party (and, if not the same person or entity, to the Designating Party) by the sixty day 10 deadline that identifies (by category, where appropriate) all the Protected Material that was 11 returned or destroyed and that affirms that the Receiving Party has not retained any copies, 12 abstracts, compilations, summaries or other forms of reproducing or capturing any of the 13 Protected Material. Notwithstanding this provision, Counsel are entitled to retain an archival 14 copy of all pleadings, motion papers, transcripts, legal memoranda, correspondence or attorney 15 work product, even if such materials contain Protected Material. Any such archival copies that 16 contain or constitute Protected Material remain subject to this Protective Order as set forth in 17 Section 4 (DURATION), above. 18 19 20 21 12. 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. 12.2 Right to Assert Other Objections. By stipulating to the entry of this 22 Protective Order no Party waives any right it otherwise would have to object to disclosing or 23 producing any information or item on any ground not addressed in this Stipulated Protective 24 Order. Similarly, no Party waives any right to object on any ground to use in evidence of any of 25 the material covered by this Protective Order. 26 27 12.3 No Diminishing of Existing Rights. This Order shall not diminish any existing obligation or right with respect to Protected Material. 28 237878.1\C080300\0370910 -9STIPULATED PROTECTIVE ORDER 1 12.4 No Probative Value. This Protective Order shall not abrogate or diminish 2 any contractual, statutory or other legal obligation or right of any party or person with respect to 3 any “CONFIDENTIAL INFORMATION.” The fact that information is designated “Confidential 4 Information” under this Protective Order shall not be deemed to be determinative of what a trier 5 of fact may determine to be confidential or proprietary. This Protective Order shall be without 6 prejudice to the right of any party to bring before the Court the question of: (a) whether any 7 particular material is or is not confidential; (b) whether any particular information or material is 8 or is not entitled to a greater or lesser degree of protection than provided hereunder; or (c) 9 whether any particular information or material is or is not relevant to any issue of this case, 10 provided that in doing so the party complies with the foregoing procedures. Absent a stipulation 11 of all parties, the fact that information has been designated “CONFIDENTIAL” under this 12 Protective Order shall not be admissible during the trial of this action, nor shall the jury be 13 advised of such designation. The fact that any information is disclosed, used or produced in 14 discovery or trial herein shall not be construed admissible, or offered in any action or proceeding 15 before any court, agency or tribunal as evidence of or concerning whether or not such information 16 is confidential or proprietary. 17 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 18 DATED: March 3, 2015 ______/s/ Jeremy Golden__________________ Jeremy S. Golden Golden & Cardona-Loya, LLP Attorneys for Plaintiff DATED: March 3, 2015 ______/s/ Goli Mahdavi____________________ Goli Mahdavi Bryan Cave LLP Attorneys for Defendant 19 20 21 22 23 24 PURSUANT TO STIPULATION, IT IS ORDERED 25 Dated: 3/3/2015 /s/ John A. Mendez____________ Hon. John A. Mendez United States District Court Judge 26 27 28 237878.1\C080300\0370910 - 10 STIPULATED PROTECTIVE ORDER 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 5 under penalty of perjury that I have read in its entirety and understand the Stipulated Protective 6 Order that was issued by the United States District Court for the Northern District of California 7 on _____________ [date] in the case of Susan E. Jette v. Ocwen Loan Servicing, LLC, et al., Case 8 No. 2:14-cv-01451-JAM-CMK. I agree to comply with and to be bound by all the terms of this 9 Stipulated Protective Order and I understand and acknowledge that failure to so comply could 10 expose me to sanctions and punishment in the nature of contempt. I solemnly promise that I will 11 not disclose in any manner any information or item that is subject to this Stipulated Protective 12 Order to any person or entity except in strict compliance with the provisions of this Order. 13 I further agree to submit to the jurisdiction of the United States District Court for the 14 Northern District of California for the purpose of enforcing the terms of this Stipulated Protective 15 Order, even if such enforcement proceedings occur after termination of this action. 16 I hereby appoint __________________________ [print or type full name] of 17 ______________________________________ [print or type full address and telephone number] 18 as my California agent for service of process in connection with this action or any proceedings 19 related to enforcement of this Stipulated Protective Order. 20 21 Date: ____________________________________ 22 City and State where sworn and signed: ______________________________ 23 Printed name: _____________________________ [printed name] 24 25 Signature: ________________________________ [signature] 26 27 28 237878.1\C080300\0370910 - 11 STIPULATED PROTECTIVE ORDER

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