Earley v. University of The Pacific

Filing 10

STIPULATED PROTECTIVE ORDER signed by Magistrate Judge Edmund F. Brennan on 11/3/2016. (Butolph, J)

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1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 GUTRIDE SAFIER LLP ADAM J. GUTRIDE (SBN 181446) SETH A. SAFIER (SBN 197427) MARIE A. MCCRARY (SBN 262670) 100 Pine Street San Francisco, CA 94114 Telephone: (415) 639-9090 Facsimile: (415) 449-6469 adam@gutridesafier.com seth@gutridesafier.com marie@gutridesafier.com Attorneys for Plaintiff Katherine Earley DELFINO MADDEN O’MALLEY COYLE & KOEWLER LLP JENNIFER RANDLETT MADDEN (SBN 184905) STEPHANIE C. OGREN (SBN 279354) 500 Capitol Mall, Suite 1550 Sacramento, CA 95814 Telephone: (916) 661-5700 Facsimile: (916) 661-5701 jmadden@delfinomadden.com sogren@delfinomadden.com Attorneys for Defendant University of the Pacific 16 UNITED STATES DISTRICT COURT 17 EASTERN DISTRICT OF CALIFORNIA 18 KATHERINE EARLEY, 19 Plaintiff, 20 21 v. UNIVERSITY OF THE PACIFIC, 22 CASE NO.: 2:16-CV-01573-TLN-EFB Complaint Filed: 7/11/16 Trial Date: Not set [PROPOSED] JOINT STIPULATED PROTECTIVE ORDER Defendant. 23 24 1. PURPOSES AND LIMITATIONS 25 Katherine Earley (“Plaintiff”) and University of the Pacific (“Defendant”) (collectively, 26 the “Parties”) understand that disclosure and discovery activity in this case are likely to involve 27 production of confidential, proprietary, and/or private information for which special protection 28 from public disclosure and from use for any purpose other than prosecuting this litigation may be {Joint Stipulated Protective Order.1} 1 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 warranted. Accordingly and pursuant to Civil Local Rule 141.1, the Parties hereby stipulate to 2 and petition the court to enter the following Stipulated Protective Order (the “Order”). The Parties 3 acknowledge that this Order does not confer blanket protections on all disclosures or responses to 4 discovery and that the protection it affords from public disclosure and use extends only to the 5 limited information or items that are entitled to confidential treatment under the applicable legal 6 principles. The Parties further acknowledge, as set forth in Section 12.3, below, that this Order 7 does not entitle them to file confidential information under seal; Civil Local Rule 141 sets forth 8 the procedures that must be followed and the standards that will be applied when a party seeks 9 permission from the court to file material under seal. 10 11 12 13 2. DEFINITIONS 2.1 Challenging Party: a Party or Non-Party that challenges the designation of information or items under this Order. 2.2 “CONFIDENTIAL” Information or Items: information (regardless of how it is 14 generated, stored or maintained) or tangible things that qualify for protection under Federal Rule 15 of Civil Procedure 26(c). 16 17 18 19 20 2.3 Counsel (without qualifier): Outside Counsel of Record and House Counsel (as well as their support staff). 2.4 Designating Party: a Party or Non-Party that designates information or items that it produces in disclosures or in responses to discovery as “CONFIDENTIAL.” 2.5 Disclosure or Discovery Material: all items or information, regardless of the 21 medium or manner in which it is generated, stored, or maintained (including, among other things, 22 testimony, transcripts, and tangible things), that are produced or generated in disclosures or 23 responses to discovery in this matter. 24 2.6 Expert: a person with specialized knowledge or experience in a matter pertinent to 25 the litigation who has been retained by a Party or its Counsel to serve as an expert witness or as a 26 consultant in this action. 27 28 2.7 House Counsel: attorneys who are employees of a party to this action. House Counsel does not include Outside Counsel of Record or any other outside counsel. {Joint Stipulated Protective Order.1} 2 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 2 2.8 Non-Party: any natural person, partnership, corporation, association, or other legal entity not named as a party to this action. 3 2.9 Outside Counsel of Record: attorneys who are not employees of a party to this 4 action but are retained to represent or advise a party to this action and have appeared in this action 5 on behalf of that Party or are affiliated with a law firm which has appeared on behalf of that 6 Party. 7 8 2.10 consultants, retained Experts, and Outside Counsel of Record (and their support staff). 9 10 Party: any party to this action, including all of its officers, directors, employees, 2.11 Producing Party: a Party or Non-Party that produces Disclosure or Discovery Material in this action. 11 2.12 Professional Vendors: persons or entities that provide litigation support services 12 (e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, and 13 organizing, storing, or retrieving data in any form or medium) and their employees and 14 subcontractors. 15 16 2.13 Protected Material: any Disclosure or Discovery Material that is designated as “CONFIDENTIAL.” 17 2.14 Receiving Party: a Party that receives Disclosure or Discovery Material from a 18 Producing Party. 19 3. 20 SCOPE The types of information eligible for protection under this Order include: 21 (a) Employee personnel information; 22 (b) Investigative reports; 23 (c) Witness statements; 24 (d) Medical and psychiatric records; 25 (e) Student records; 26 (f) Student or employee complaints; and 27 (g) Charges of misconduct. 28 The protections conferred by this Stipulation and Order cover not only Protected Material, {Joint Stipulated Protective Order.1} 3 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 but also (1) any information copied or extracted from Protected Material; (2) all copies, excerpts, 2 summaries, or compilations of Protected Material; and (3) any testimony, conversations, or 3 presentations by Parties or their Counsel that might reveal Protected Material. However, the 4 protections conferred by this Stipulation and Order do not cover the following information: (a) 5 any information that is in the public domain at the time of disclosure to a Receiving Party or 6 becomes part of the public domain after its disclosure to a Receiving Party as a result of 7 publication not involving a violation of this Order, including becoming part of the public record 8 through trial or otherwise; and (b) any information known to the Receiving Party prior to the 9 disclosure or obtained by the Receiving Party after the disclosure from a source who obtained the 10 information lawfully and under no obligation of confidentiality to the Designating Party. Any use 11 of Protected Material at trial shall be governed by a separate agreement or order. 12 4. DURATION 13 Even after final disposition of this litigation, the confidentiality obligations imposed by 14 this Order shall remain in effect until a Designating Party agrees otherwise in writing or a court 15 order otherwise directs. Final disposition shall be deemed to be the later of (1) dismissal of all 16 claims and defenses in this action, with or without prejudice; and (2) final judgment herein after 17 the completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, 18 including the time limits for filing any motions or applications for extension of time pursuant to 19 applicable law. 20 5. 21 DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party 22 or Non-Party that designates information or items for protection under this Order must take care 23 to limit any such designation to specific material that qualifies under the appropriate standards. 24 The Designating Party must designate for protection only those parts of material, documents, 25 items, or oral or written communications that qualify – so that other portions of the material, 26 documents, items, or communications for which protection is not warranted are not swept 27 unjustifiably within the ambit of this Order. 28 Mass, indiscriminate, or routinized designations are prohibited. Designations that are {Joint Stipulated Protective Order.1} 4 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 shown to be clearly unjustified or that have been made for an improper purpose (e.g., to 2 unnecessarily encumber or retard the case development process or to impose unnecessary 3 expenses and burdens on other Parties) expose the Designating Party to sanctions. 4 If it comes to a Designating Party’s attention that information or items that it designated 5 for protection do not qualify for protection, the Designating Party must promptly notify all other 6 Parties that it is withdrawing the mistaken designation. 7 5.2 Manner and Timing of Designations. Except as otherwise provided in this Order 8 (see, e.g., second paragraph of Section 5.2(a) below), or as otherwise stipulated or ordered, 9 Disclosure or Discovery Material that qualifies for protection under this Order must be clearly so 10 designated before the material is disclosed or produced. If only a portion or portions of the 11 material on a page qualifies for protection, the Producing Party also must clearly identify the 12 protected portion(s) (e.g., by making appropriate markings in the margins). 13 14 Designation in conformity with this Order requires: (a) for information in documentary form (e.g., paper or electronic documents, 15 but excluding transcripts of depositions or other pretrial or trial proceedings), that the 16 Producing Party affix the legend “CONFIDENTIAL” to each page that contains protected 17 material. 18 A Party or Non-Party that makes original documents or materials available for 19 inspection need not designate them for protection until after the inspecting Party has 20 indicated which material it would like copied and produced. During the inspection and 21 before the designation, all of the material made available for inspection shall be deemed 22 “CONFIDENTIAL.” After the inspecting Party has identified the documents it wants 23 copied and produced, the Producing Party must determine which documents, or portions 24 thereof, qualify for protection under this Order. Then, before producing the specified 25 documents, the Producing Party must affix the “CONFIDENTIAL” legend to each page 26 that contains Protected Material. 27 28 (b) for testimony given in deposition or in other pretrial or trial proceedings, that the Designating Party identify on the record, before the close of the deposition, {Joint Stipulated Protective Order.1} 5 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 hearing, or other proceeding, all protected testimony. 2 (c) for information produced in some form other than documentary and for any 3 other tangible items, that the Producing Party affix in a prominent place on the exterior of 4 the container or containers in which the information or item is stored the legend 5 “CONFIDENTIAL.” 6 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 7 designate qualified information or items does not, standing alone, waive the Designating Party’s 8 right to secure protection under this Order for such material. Upon timely correction of a 9 designation, the Receiving Party must make reasonable efforts to assure that the material is 10 treated in accordance with the provisions of this Order. 11 6. 12 CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges. Any Party or Non-Party may challenge a designation of 13 “CONFIDENTIAL” at any time. Unless a prompt challenge to a Designating Party’s 14 “CONFIDENTIAL” designation is necessary to avoid foreseeable, substantial unfairness, 15 unnecessary economic burdens, or a significant disruption or delay of the litigation, a Party does 16 not waive its right to challenge a “CONFIDENTIAL” designation by electing not to mount a 17 challenge promptly after the original designation is disclosed. 18 6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution 19 process by providing written notice of each designation it is challenging and describing the basis 20 for each challenge. To avoid ambiguity as to whether a challenge has been made, the written 21 notice must recite that the challenge to “CONFIDENTIAL” is being made in accordance with this 22 specific paragraph of the Order. The Parties shall attempt to resolve each challenge in good faith 23 and must begin the process by conferring directly (in voice to voice dialogue; other forms of 24 communication are not sufficient) within 7 days of the date of service of notice. In conferring, the 25 Challenging Party must explain the basis for its belief that the “CONFIDENTIAL” designation 26 was not proper and must give the Designating Party an opportunity to review the designated 27 material, to reconsider the circumstances, and, if no change in designation is offered, to explain 28 the basis for the chosen designation. A Challenging Party may proceed to the next stage of the {Joint Stipulated Protective Order.1} 6 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 challenge process only if it has engaged in this meet and confer process first or establishes that 2 the Designating Party is unwilling to participate in the meet and confer process in a timely 3 manner. 4 6.3 Judicial Intervention. If the Parties cannot resolve a challenge without court 5 intervention, the Designating Party shall file and serve a motion to retain confidentiality under 6 Civil Local Rule 251 within 21 days of the initial notice of challenge or within 14 days of the 7 Parties agreeing that the meet and confer process will not resolve their dispute, whichever is 8 earlier. Each such motion must be accompanied by a competent declaration affirming that the 9 movant has complied with the meet and confer requirements imposed in the preceding paragraph. 10 Failure by the Designating Party to make such a motion including the required declaration within 11 21 days (or 14 days, if applicable) shall automatically waive the “CONFIDENTIAL” designation 12 for each challenged designation. In addition, the Challenging Party may file a motion challenging 13 a “CONFIDENTIAL” designation at any time if there is good cause for doing so, including a 14 challenge to the designation of a deposition transcript or any portions thereof. Any motion 15 brought pursuant to this provision must be accompanied by a competent declaration affirming that 16 the movant has complied with the meet and confer requirements imposed by the preceding 17 paragraph. 18 The burden of persuasion in any such challenge proceeding shall be on the Designating 19 Party. Frivolous challenges, and those made for an improper purpose (e.g., to harass or impose 20 unnecessary expenses and burdens on other Parties) may expose the Challenging Party to 21 sanctions. Frivolous designations, and those made for an improper purpose (e.g., to harass or 22 impose unnecessary expenses and burdens on other Parties) may expose the Designating Party to 23 sanctions. Unless the Designating Party has waived the “CONFIDENTIAL” designation by 24 failing to file a motion to retain confidentiality as described above, all Parties shall continue to 25 afford the material in question the level of protection to which it is entitled under the Producing 26 Party’s designation until the court rules on the challenge. 27 7. 28 ACCESS TO AND USE OF PROTECTED MATERIAL 7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or {Joint Stipulated Protective Order.1} 7 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 produced by another Party or by a Non-Party in connection with this case only for prosecuting, 2 defending, or attempting to settle this litigation. Such Protected Material may be disclosed only to 3 the categories of persons and under the conditions described in this Order. When the litigation has 4 been terminated, a Receiving Party must comply with the provisions of Section 13 below. 5 6 7 Protected Material must be stored and maintained by a Receiving Party at a location and in a secure manner that ensures that access is limited to the persons authorized under this Order. 7.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise ordered 8 by the court or permitted in writing by the Designating Party, a Receiving Party may disclose any 9 information or item designated “CONFIDENTIAL” only to: 10 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as 11 employees of said Outside Counsel of Record to whom it is reasonably necessary to 12 disclose the information for this litigation; 13 (b) Plaintiff, when disclosure is reasonably necessary for this litigation; 14 (c) 15 16 the officers, directors, and employees (including House Counsel) of the Receiving Party to whom disclosure is reasonably necessary for this litigation; (d) Experts of the Receiving Party to whom disclosure is reasonably necessary 17 for this litigation and who have signed the “Acknowledgment and Agreement to Be 18 Bound” (Exhibit A); 19 (e) the court and its personnel; 20 (f) court reporters and their staff, professional jury or trial consultants, mock 21 jurors, and Professional Vendors to whom disclosure is reasonably necessary for this 22 litigation and who have signed the “Acknowledgment and Agreement to Be Bound” 23 (Exhibit A); 24 (g) during their depositions, witnesses in the action to whom disclosure is 25 reasonably necessary and who have signed the “Acknowledgment and Agreement to Be 26 Bound” (Exhibit A), unless otherwise agreed by the Designating Party or ordered by the 27 court. Pages of transcribed deposition testimony or exhibits to depositions that reveal 28 Protected Material must be separately bound by the court reporter and may not be {Joint Stipulated Protective Order.1} 8 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 disclosed to anyone except as permitted under this Order; 2 (h) 3 the mediator, Judge Fred K. Morrison (Ret.), who shall sign the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 4 (i) the author or recipient of a document containing the information or a 5 custodian or other person who otherwise possessed or knew the information. 6 7.3 Information produced pursuant to this Order may not be delivered, exhibited or 7 otherwise disclosed to any reporter, writer or employee of any trade publication, newspaper, 8 magazine or other media organization, including but not limited to radio and television media. 9 Information produced pursuant to this Order may not be posted on any social media platform. 10 8. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION If a Party is served with a subpoena or a court order issued in other litigation that compels disclosure of any information or items designated in this action as “CONFIDENTIAL” that Party must: (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 or order to issue in the other litigation that some or all of the material covered by the subpoena or order is subject to this Protective Order. Such notification shall include a copy of this Stipulated Protective Order; and (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 with the subpoena or court order shall not produce any information designated in this action as “CONFIDENTIAL” before a determination by the court from which the subpoena or order issued, unless the Party has obtained the Designating Party’s permission. The Designating Party shall bear the burden and expense of seeking protection in that court of its confidential material – and nothing in these provisions should be construed as authorizing or encouraging a Receiving Party in this action to disobey a lawful directive from another court. {Joint Stipulated Protective Order.1} 9 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 9. 2 UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 9.1 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed 3 Protected Material to any person or in any circumstance not authorized under this Order, the 4 Receiving Party must immediately (a) notify in writing the Designating Party of the unauthorized 5 disclosures, (b) use its best efforts to retrieve all unauthorized copies of the Protected Material, (c) 6 inform the person or persons to whom unauthorized disclosures were made of all the terms of this 7 Order, and (d) request such person or persons to execute the “Acknowledgment and Agreement to 8 Be Bound” that is attached hereto as Exhibit A. 9 9.2 If a Receiving Party willfully fails to comply with paragraph 9.1, or willfully 10 makes any unauthorized disclosure of the Designating Party’s Protected Material in violation of 11 the terms of this Order, the Court shall be authorized, upon noticed motion by the Designating 12 Party, to award appropriate monetary sanctions against the Receiving Party. 13 10. 14 INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL 15 When a Producing Party gives notice to Receiving Parties that certain inadvertently 16 produced material is subject to a claim of privilege or other protection, then, pursuant to Federal 17 Rule of Civil Procedure 26(b)(5)(B), the production of that matter will not be presumed to 18 constitute a waiver of any applicable privilege or other protection, provided the Designating Party 19 complies with this paragraph. In such circumstances, the Designating Party must immediately 20 after discovery of the inadvertent production notify in writing all Parties of the inadvertent 21 production and the basis for the privilege or other protection, and request in writing the return or 22 confirmed destruction of the inadvertently produced privileged or protected matter. Upon such 23 notification, the Parties shall treat the matter as privileged or protected unless and until the Parties 24 agree otherwise or the Court determines the matter is not privileged or protected. Within ten (10) 25 business days of receiving such notification, all Receiving Parties shall (a) return the matter to the 26 Designating Party; or (b) confirm in writing to the Designating Party the destruction of all such 27 matter, including all excerpts, summaries, compilations, and other documents or records that 28 include, communicate or reveal matter claimed to be privileged or protected, or (c) notify the {Joint Stipulated Protective Order.1} 10 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 Designating Party in writing of the basis for its disagreement that such matter is privileged or 2 protected from disclosure. In the latter event only, the Receiving Party may retain one copy of the 3 matter asserted to be privileged for the sole purpose of responding to a motion by the Designating 4 Party to deem the matter privileged or protected from disclosure. Should the Parties be unable to 5 agree on whether the matter is privileged or protected, the Designating Party shall file a motion 6 with the Court within twenty-one (21) days of its receipt of the Receiving Party’s notice of 7 disagreement under (c) above, to deem the matter privileged or protected and to obtain the return 8 of any copy of such matter still held by the Receiving Party. 9 11. FAMILY EDUCATIONAL RIGHTS AND PRIVACY ACT 10 The Parties acknowledge that discovery in this case will involve the request and potential 11 disclosure of third party education records as defined in the Family Educational Rights and 12 Privacy Act of 1974, 20 U.S.C § 1232g (“FERPA”). The Act generally prohibits disclosure of 13 such records except under limited circumstances. The privacy protected under FERPA is that of 14 the student. The Act permits disclosure of education records to comply with a court order or 15 valid subpoena if the student is provided notice and an opportunity to seek protective action. See 16 34 C.F.R. § 99.31(a)(9). 17 obligated to make a reasonable effort to notify the student of any request for a disclosure (either 18 by a disclosure order or a subpoena) of such records in advance of production to afford the 19 student the opportunity to seek protective action. Id. 20 11.1 Therefore, unless otherwise ordered by the Court, Defendant is The Investigation Report. The Parties acknowledge that a report concerning the 21 results of the Defendant’s investigation regarding Plaintiff’s allegations is relevant to this suit 22 (“Investigation Report”). 23 Investigation Report constitute protected education records within the meaning of FERPA. The 24 Parties agree to the following: The Parties also acknowledge that substantial portions of the 25 11.1.1 Upon the return of this Order signed by the Court, the Defendant shall send 26 the “Notice of Disclosure of Student Records” and “Objection to Disclosure of Student 27 Information and Records” attached hereto as Exhibit B to the affected students. 28 11.1.2 The affected students will be instructed to return the “Objection to {Joint Stipulated Protective Order.1} 11 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 Disclosure of Student Information and Records” form to the Defendant within twenty days of 2 mailing. 3 11.1.3 Should any of the affected students object to the disclosure of the portions 4 of the Investigation Report constituting protected education records, the Defendant shall redact 5 those portions of the Investigation Report. Plaintiff shall be permitted to move the Court for an 6 order compelling production of the unredacted Investigation Report. All portions of the 7 Investigation Report not subject to student objection shall be produced on or before November 8 18, 2016. 9 11.2 Other Education Records. Should any affected student elect not to return the 10 “Objection to Disclosure of Student Information and Records” form to the Defendant within the 11 twenty-day deadline, the failure to respond will constitute a waiver of the right to object to the 12 disclosure of all education records disclosed in this action. 13 11.2.1 As part of the “Objection to Disclosure of Student Information and 14 Records” form, a student may elect to receive notice each time a student record is requested. 15 Should a student select this option, the Defendant shall send a notice describing the records 16 sought within seven (7) days of receiving the discovery request or subpoena. The Defendant shall 17 then wait fourteen (14) days for the student to object or seek protective action prior to disclosing 18 the record. 19 11.3 The Investigation Report and each and every other education record disclosed 20 shall, at all times, be designated and treated as “CONFIDENTIAL” under this Order, regardless 21 of whether a student has objected to disclosure. 22 11.4 By complying with the procedures contained in this Order, Defendant is deemed to 23 have met its obligation to protect the unauthorized disclosure of educational records under 24 FERPA. 25 12. 26 27 28 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 Order no Party {Joint Stipulated Protective Order.1} 12 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 waives any right it otherwise would have to object to disclosing or producing any information or 2 item on any ground not addressed in this Order. Similarly, no Party waives any right to object on 3 any ground to use in evidence of any of the material covered by this Order. 4 12.3 Filing Protected Material. Without written permission from the Designating Party 5 or a court order secured after appropriate notice to all interested persons, a Party may not file in 6 the public record in this action any Protected Material. If a Party plans to make a filing that 7 includes material the Designating Party has identified as “CONFIDENTIAL” and potentially 8 subject to sealing, the filing Party shall provide the opposing Party with notice to allow for the 9 seeking of an order of sealing from the court and shall file in the public record only redacted 10 versions of such material that omits the CONFIDENTIAL information until such time as (1) the 11 Designating Party removes the “CONFIDENTIALITY” designation or states that it does not 12 intend to seek an order sealing the material or (2) the Court denies the motion to seal. 13 13. FINAL DISPOSITION 14 Within 60 days after the final disposition of this action, as defined in paragraph 4, each 15 Receiving Party must return all Protected Material to the Producing Party or destroy such 16 material. As used in this subdivision, “all Protected Material” includes all copies, abstracts, 17 compilations, summaries, and any other format reproducing or capturing any of the Protected 18 Material. Whether the Protected Material is returned or destroyed, the Receiving Party must 19 submit a written certification to the Producing Party (and, if not the same person or entity, to the 20 Designating Party) by the 60 day deadline that (1) identifies (by category, where appropriate) all 21 the Protected Material that was returned or destroyed and (2) affirms that the Receiving Party has 22 not retained any copies, abstracts, compilations, summaries or any other format reproducing or 23 capturing any of the Protected Material. Notwithstanding this provision, Counsel are entitled to 24 retain an archival copy of all pleadings, motion papers, trial, deposition, and hearing transcripts, 25 legal memoranda, correspondence, deposition and trial exhibits, Expert reports, attorney work 26 product, and consultant and Expert work product, even if such materials contain Protected 27 Material. Any such archival copies that contain or constitute Protected Material remain subject to 28 /// {Joint Stipulated Protective Order.1} 13 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 this Order as set forth in Section 4. 2 3 DATED: October 24, 2016 GUTRIDE SAFIER LLP 4 5 6 By: /s/ Adam J. Gutride (as authorized on 10/24/16) ADAM J. GUTRIDE Attorney for Plaintiff Katherine Earley 7 8 9 DATED: October 24, 2016 10 DELFINO MADDEN O’MALLEY COYLE & KOEWLER LLP 11 12 By: /s/ JENNIFER RANDLETT MADDEN JENNIFER RANDLETT MADDEN Attorney for Defendant University of the Pacific 13 14 15 IT IS SO ORDERED. 16 DATED: November 3, 2016. 17 HONORABLE EDMUND F. BRENNAN UNITED STATES MAGISTRATE JUDGE 18 19 20 21 22 23 24 25 26 27 28 {Joint Stipulated Protective Order.1} 14 STIPULATION FOR AND [PROPOSED] PROTECTIVE ORDER 1 EXHIBIT A ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 2 3 I, _____________________________ [print or type full name], of _________________ 4 [print or type full address], declare under penalty of perjury that I have read in its entirety and 5 understand the Stipulated Protective Order that was issued by the United States District Court for 6 the Eastern District of California on _______ [date] in the case of Katherine Earley v. University 7 of the Pacific, CASE NO.: 2:16-CV-01573-TLN-EFB. I agree to comply with and to be bound 8 by all the terms of this Stipulated Protective Order and I understand and acknowledge that failure 9 to so comply could expose me to sanctions, financial consequences and punishment in the nature 10 of contempt. I solemnly promise that I will not disclose in any manner any information or item 11 that is subject to this Stipulated Protective Order to any person or entity except in strict 12 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 Eastern 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 17 DATED: 18 PRINT NAME 19 20 21 22 23 24 25 26 27 28 {Joint Stipulated Protective Order.1} 1 [PROPOSED] JOINT STIPULATED PROTECTIVE ORDER 1 EXHIBIT B 2 UNITED STATES DISTRICT COURT 3 EASTERN DISTRICT OF CALIFORNIA 4 5 KATHERINE EARLEY, Plaintiff, 6 7 8 9 CASE NO.: 2:16-CV-01573-TLN-EFB Judge: Troy L. Nunley v. UNIVERSITY OF THE PACIFIC, Defendant. 10 11 NOTICE OF DISCLOSURE OF STUDENT RECORDS 12 You are receiving this notice pursuant to a Court order, under the Family Educational 13 Rights and Privacy Act (“FERPA”), 20 U.S.C. § 1232g(b) and 34 C.F.R. §99.31(a)(9)(ii). 14 Plaintiff in the above-captioned lawsuit has asked to view certain documents that pertain to you. 15 FERPA permits the disclosure of these records to comply with a Court order. 16 NATURE OF THE LAWSUIT 17 Plaintiff, a former University of the Pacific student, alleges that University of the Pacific 18 violated Title IX and the Unruh Civil Rights Act by failing to take proper action in response to 19 her complaint of sex discrimination. Plaintiff alleges misconduct by Josh Ramsey, Marlin Bates, 20 Jeff Toney, and others. The University denies the allegations. 21 RECORDS SOUGHT 22 Plaintiff has asked for a copy of an investigation report drafted by Teresa A. Levenfeld 23 and documents related to the investigation. She also has asked for copies of other documents that 24 relate to her allegations or to similar complaints by other students. These documents may include 25 your name, your witness statement, documents you provided to the investigator, or other 26 communications about the allegations in the lawsuit. 27 28 THE COURT’S ORDERS On ___________, 2016, the Court issued a Protective Order. The Protective Order dictates {Joint Stipulated Protective Order.1} [PROPOSED] JOINT STIPULATED PROTECTIVE ORDER 1 that all confidential information acquired in the lawsuit, including student records, can be viewed 2 only by the parties, their attorneys and consultants, a mediator, and the Court. Such confidential 3 information may not be used outside the context of this lawsuit, and the parties are required to 4 return or destroy the confidential records when the lawsuit is over. The Parties are also prohibited 5 from filing confidential information in the public Court file, but must instead seek an order from 6 the Court to file such information under seal. 7 CONSENT AND OPPORTUNITY TO OBJECT 8 If you object to the disclosure of the information under the terms described above, you 9 must complete the attached “Objection to Disclosure of Student Information and Records” and 10 return it to the attorneys for University of the Pacific before November __, 2016. Please send it 11 to: 12 Delfino Madden O’Malley Coyle and Koewler 13 Attn: Jennifer Madden 14 500 Capitol Mall, Suite 1550 15 Sacramento, CA 95814 16 If you agree to the disclosure of your information under the terms described above, you do 17 not need to do anything. Failure to submit an Objection Form will be deemed a waiver of your 18 right to object to the disclosure of your protected personal information and records as described 19 above. 20 21 22 23 24 25 26 27 28 {Joint Stipulated Protective Order.1} [PROPOSED] JOINT STIPULATED PROTECTIVE ORDER 1 OBJECTION TO DISCLOSURE OF STUDENT INFORMATION AND RECORDS 2 3 I am an adult student or former student who is eighteen (18) years of age or older. I object 4 to University of Pacific’s disclosure of protected personal information contained in my education 5 records in the lawsuit entitled Katherine Earley v. The University of the Pacific, USDC-Eastern 6 District of California, Case No. 2:16-CV-01573-TLN-EFB as follows: 7 8 □ 9 10 11 12 □ I do not object to the disclosure of my personal information contained in the Investigation Report drafted by Teresa A. Levenfeld, but I hereby request that University of the Pacific provide me with notice and an opportunity to object prior to the disclosure of any other personal information. I object to the disclosure of any and all protected personal information contained in my education records in the above lawsuit. Comments (optional): 13 14 15 16 Signature of Adult Student/Former Student: __________________________________ 17 Date: ___________ 18 This form must be sent via mail or other delivery service to: 19 Delfino Madden O’Malley Coyle and Koewler 20 Attn: Jennifer Madden 21 500 Capitol Mall, Suite 1550 22 Sacramento, CA 95814 23 The form must be received no later than November _, 2016. 24 25 26 27 28 {Joint Stipulated Protective Order.1} [PROPOSED] JOINT STIPULATED PROTECTIVE ORDER

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