Valero Refining Company California v. Pacific Gas & Electric Company

Filing 31

AMENDED STIPULATED PROTECTIVE ORDER signed by Magistrate Judge Edmund F. Brennan on 2/7/2018. (Becknal, R)

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1 2 3 4 5 6 7 8 9 10 11 12 13 14 NATHAN R. JASKOWIAK, CASB No. 248007 ALEXANDER J. BUKAC, CASB No. 305491 KEESAL, YOUNG & LOGAN A Professional Corporation 450 Pacific Avenue San Francisco, California 94133 Telephone: (415) 398-6000 Facsimile: (415) 981-0136 MIKAL C. WATTS (admitted pro hac vice) FRANCISCO GUERRA IV (admitted pro hac vice) MARK A. FASSOLD (admitted pro hac vice) WATTS GUERRA, L.L.P. Four Dominion Drive Bldg. 3, Suite 100 San Antonio, Texas 78257 Telephone: (210) 527-0500 Facsimile: (210) 527-0501 Attorneys for Plaintiff VALERO REFINING COMPANY -CALIFORNIA LAURIE EDELSTEIN (Bar No. 164466) SARAH K. JACKEL (Bar No. 289227) STEPTOE & JOHNSON LLP One Market Street Steuart Tower, Suite 1800 San Francisco, California 94105 Telephone: (415) 365-6700 Facsimile: (415) 365-6699 ledelstein@steptoe.com sjackel@steptoe.com MICHAEL DOCKTERMAN (admitted pro hac vice) STEPTOE & JOHNSON LLP 115 S. LaSalle Street, Suite 3100 Chicago, Illinois 60603 Telephone: (312) 577-1300 Facsimile: (312) 577-1370 Attorneys for Defendant PACIFIC GAS AND ELECTRIC COMPANY UNITED STATES DISTRICT COURT EASTERN DISTRICT OF CALIFORNIA 15 16 17 18 19 20 21 22 VALERO REFINING COMPANY -CALIFORNIA, a Delaware corporation, ) ) ) Plaintiff, ) ) ) vs. ) PACIFIC GAS AND ELECTRIC COMPANY, a ) ) California corporation, ) Defendant. ) ) Case No. 2:17−CV−01350−TLN−EFB --------------[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER 23 24 25 26 27 28 -1[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 Plaintiff Valero Refining Company – California (“Valero”) and Defendant Pacific Gas and 2 Electric Company (“PG&E”) (together, the “parties”), by and through their respective counsel of 3 record, hereby stipulate and agree as follows: 4 5 1. PURPOSES AND LIMITATIONS Disclosure and discovery activity in this action are likely to involve production of confidential, 6 proprietary, or private information for which special protection from public disclosure and from use 7 for any purpose other than prosecuting this litigation may be warranted. Accordingly, the parties 8 hereby stipulate to and petition the court to enter the following Stipulated Protective Order. The 9 parties acknowledge that this Order does not confer blanket protections on all disclosures or responses 10 to discovery and that the protection it affords from public disclosure and use extends only to the 11 limited information or items that are entitled to confidential treatment under the applicable legal 12 principles. The parties further acknowledge, as set forth in Section 12.3, below, that this Stipulated 13 Protective Order does not entitle them to file confidential information under seal; Civil Local Rule 141 14 sets forth the procedures that must be followed and the standards that will be applied when a party 15 seeks permission from the court to file material under seal. 16 17 18 19 20 21 22 23 24 25 26 27 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– SUBJECT TO PROTECTIVE ORDER” Information or Items: information (regardless of how it is generated, stored or maintained) or tangible things that qualify for protection under Federal Rule of Civil Procedure 26(c). 2.3 Counsel (without qualifier): Outside Counsel of Record and House Counsel (as well as their support staff). 2.5 Designating Party: a Party or Non-Party that designates information or items that it produces in disclosures or in responses to discovery as “CONFIDENTIAL– SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER.” 2.6 Disclosure or Discovery Material: all items or information, regardless of the medium or 28 -2[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 manner in which it is generated, stored, or maintained (including, among other things, testimony, 2 transcripts, and tangible things), that are produced or generated in disclosures or responses to 3 discovery in this matter. 4 2.7 Expert: a person with specialized knowledge or experience in a matter pertinent to the 5 litigation who has been retained by a Party, its counsel, or its insurer to serve as an expert witness or 6 as a consultant in this action. 7 2.8 “HIGHLY CONFIDENTIAL– SUBJECT TO PROTECTIVE ORDER” Information or 8 Items: extremely sensitive “Confidential – Subject to Protective Order – Information or Items,” 9 disclosure of which to another Party or Non-Party would create a substantial risk of irreparable harm. 10 11 12 13 14 2.9 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. 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 party to this action 15 but are retained to represent or advise a party to this action and have appeared in this action on behalf 16 of that party or are affiliated with a law firm which has appeared on behalf of that party. 17 18 19 20 21 2.12 Party: any party to this action, including all of its officers, directors, employees, consultants, retained experts, and Outside Counsel of Record (and their support staffs). 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 support services (e.g., 22 photocopying, videotaping, translating, preparing exhibits or demonstrations, and organizing, storing, 23 or retrieving data in any form or medium) and their employees and subcontractors. 24 2.15 Protected Material: any Disclosure or Discovery Material that is designated as 25 “CONFIDENTIAL– SUBJECT TO PROTECTIVE ORDER,” or as “HIGHLY CONFIDENTIAL – 26 SUBJECT TO PROTECTIVE ORDER.” 27 2.16 Receiving Party: a Party that receives Disclosure or Discovery Material from a 28 -3[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 Producing Party. 2 3. 3 The protections conferred by this Stipulation and Order cover not only Protected Material (as SCOPE 4 defined above), but also (1) any information copied or extracted from Protected Material; (2) all 5 copies, excerpts, summaries, or compilations of Protected Material; and (3) any testimony, 6 conversations, or presentations by Parties or their Counsel that might reveal Protected Material. 7 However, the protections conferred by this Stipulation and Order do not cover the following 8 information: (a) any information that is in the public domain at the time of disclosure to a Receiving 9 Party or becomes part of the public domain after its disclosure to a Receiving Party as a result of 10 publication not involving a violation of this Order, including becoming part of the public record 11 through trial or otherwise; and (b) any information known to the Receiving Party prior to the 12 disclosure or obtained by the Receiving Party after the disclosure from a source who obtained the 13 information lawfully and under no obligation of confidentiality to the Designating Party. Any use of 14 Protected Material at trial shall be governed by a separate agreement or order. 15 4. 16 Even after final disposition of this litigation, the confidentiality obligations imposed by this DURATION 17 Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 18 otherwise directs. Final disposition shall be deemed to be the later of (1) dismissal of all claims and 19 defenses in this action, with or without prejudice; and (2) final judgment herein after the completion 20 and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, including the time 21 limits for filing any motions or applications for extension of time pursuant to applicable law. 22 5. DESIGNATING PROTECTED MATERIAL 23 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party or 24 Non-Party that designates information or items for protection under this Order must take care to limit 25 any such designation to specific material that qualifies under the appropriate standards. To the extent it 26 is practical to do so, the Designating Party must designate for protection only those parts of material, 27 documents, items, or oral or written communications that qualify – so that other portions of the 28 material, documents, items, or communications for which protection is not warranted are not swept -4[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 unjustifiably within the ambit of this Order. 2 Mass, indiscriminate, or routinized designations are prohibited. Designations that are shown to 3 be clearly unjustified or that have been made for an improper purpose (e.g., to unnecessarily encumber 4 or retard the case development process or to impose unnecessary expenses and burdens on other 5 parties) expose the Designating Party to sanctions. 6 If it comes to a Designating Party’s attention that information or items that it designated for 7 protection do not qualify for protection at all or do not qualify for the level of protection initially 8 asserted, that Designating Party must promptly notify all other parties that it is withdrawing the 9 mistaken designation. 10 5.2 Manner and Timing of Designations. Except as otherwise provided in this Order (see, 11 e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or ordered, Disclosure or 12 Discovery Material that qualifies for protection under this Order must be clearly so designated before 13 the material is disclosed or produced. 14 Designation in conformity with this Order requires: 15 (a) for information in documentary form (e.g., paper or electronic documents, but excluding 16 transcripts of depositions or other pretrial or trial proceedings), that the Producing Party affix the 17 legend “CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL 18 – SUBJECT TO PROTECTIVE ORDER” to each page that contains Protected Material. If only a 19 portion or portions of the material on a page qualifies for protection, the Producing Party also must 20 clearly identify the protected portion(s) (e.g., by making appropriate markings in the margins) and 21 must specify, for each portion, the level of protection being asserted. 22 A Party or Non-Party that makes original documents or materials available for inspection need 23 not designate them for protection until after the inspecting Party has indicated which material it would 24 like copied and produced. During the inspection and before the designation, all of the material made 25 available for inspection shall be deemed “HIGHLY CONFIDENTIAL – SUBJECT TO 26 PROTECTIVE ORDER.” After the inspecting Party has identified the documents it wants copied and 27 produced, the Producing Party must determine which documents, or portions thereof, qualify for 28 -5[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 protection under this Order. Then, before producing the specified documents, the Producing Party 2 must affix the appropriate legend (“CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” or 3 “HIGHLY CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER”) to each page that contains 4 Protected Material. If only a portion or portions of the material on a page qualifies for protection, the 5 Producing Party also must clearly identify the protected portion(s) (e.g., by making appropriate 6 markings in the margins) and must specify, for each portion, the level of protection being asserted. 7 (b) for testimony given in deposition or in other pretrial or trial proceedings, that the 8 Designating Party identify on the record, before the close of the deposition, hearing, or other 9 proceeding, all protected testimony and specify the level of protection being asserted. When it is 10 impractical to identify separately each portion of testimony that is entitled to protection and it appears 11 that substantial portions of the testimony may qualify for protection, the Designating Party may 12 invoke on the record (before the deposition, hearing, or other proceeding is concluded) a right to have 13 up to 30 days to identify the specific portions of the testimony as to which protection is sought and to 14 specify the level of protection being asserted. Only those portions of the testimony that are 15 appropriately designated for protection within the 30 days shall be covered by the provisions of this 16 Stipulated Protective Order. Alternatively, a Designating Party may specify, at the deposition or up to 17 30 days afterwards if that period is properly invoked, that the entire transcript shall be treated as 18 “CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – 19 SUBJECT TO PROTECTIVE ORDER.” 20 Parties shall give the other parties notice if they reasonably expect a deposition, hearing or 21 other proceeding to include Protected Material so that the other parties can ensure that only authorized 22 individuals who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A) are 23 present at those proceedings. The use of a document as an exhibit at a deposition shall not in any way 24 affect its designation as “CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” or “HIGHLY 25 CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER.” 26 27 Transcripts containing Protected Material shall have an obvious legend on the title page that the transcript contains Protected Material, and the title page shall be followed by a list of all pages 28 -6[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 (including line numbers as appropriate) that have been designated as Protected Material and the level 2 of protection being asserted by the Designating Party. The Designating Party shall inform the court 3 reporter of these requirements. Any transcript that is prepared before the expiration of a 30-day period 4 for designation shall be treated during that period as if it had been designated “HIGHLY 5 CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” in its entirety unless otherwise agreed. 6 After the expiration of that period, the transcript shall be treated only as actually designated. 7 (c) for information produced in some form other than documentary and for any other tangible 8 items, the Producing Party shall affix in a prominent place on the exterior of the container or 9 containers in which the information or item is stored the legend “CONFIDENTIAL – SUBJECT TO 10 PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER.” 11 If only a portion or portions of the information or item warrant protection, the Producing Party, to the 12 extent practicable, shall identify the protected portion(s) and specify the level of protection being 13 asserted. 14 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 15 designate qualified information or items does not, standing alone, waive the Designating Party’s right 16 to secure protection under this Order for such material. Upon timely correction of a designation, the 17 Receiving Party must make reasonable efforts to assure that the material is treated in accordance with 18 the provisions of this Order. Upon request, the Receiving Party shall delete, destroy or return material 19 that was inadvertently not designated appropriately under this order and the Designating Party shall 20 reproduce those same materials with the appropriate designation. 21 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 22 6.1 Timing of Challenges. Any Party or Non-Party may challenge a designation of 23 confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 24 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic burdens, 25 or a significant disruption or delay of the litigation, a Party does not waive its right to challenge a 26 confidentiality designation by electing not to mount a challenge promptly after the original 27 designation is disclosed. 28 -7[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution process by 2 providing written notice of each designation it is challenging and describing the basis for each 3 challenge. To avoid ambiguity as to whether a challenge has been made, the written notice must recite 4 that the challenge to confidentiality is being made in accordance with this specific paragraph of the 5 Protective Order. The parties shall attempt to resolve each challenge in good faith and must begin the 6 process by conferring directly (in voice to voice dialogue; other forms of communication are not 7 sufficient) within 14 days of the date of service of notice. In conferring, the Challenging Party must 8 explain the basis for its belief that the confidentiality designation was not proper and must give the 9 Designating Party an opportunity to review the designated material, to reconsider the circumstances, 10 and, if no change in designation is offered, to explain the basis for the chosen designation. A 11 Challenging Party may proceed to the next stage of the challenge process only if it has engaged in this 12 meet and confer process first or establishes that the Designating Party is unwilling to participate in the 13 meet and confer process in a timely manner. 14 6.3 Judicial Intervention. If the Parties cannot resolve a challenge without court 15 intervention, the Designating Party shall file and serve a motion to retain confidentiality under Civil 16 Local Rule 230 within 21 days of the initial notice of challenge or within 14 days of the parties 17 agreeing that the meet and confer process will not resolve their dispute, whichever is earlier. Each 18 such motion must be accompanied by a competent declaration affirming that the movant has complied 19 with the meet and confer requirements imposed in the preceding paragraph. Failure by the Designating 20 Party to make such a motion including the required declaration within 21 days (or 14 days, if 21 applicable) shall automatically waive the confidentiality designation for each challenged designation. 22 In addition, the Challenging Party may file a motion challenging a confidentiality designation at any 23 time if there is good cause for doing so, including a challenge to the designation of a deposition 24 transcript or any portions thereof. Any motion brought pursuant to this provision must be 25 accompanied by a competent declaration affirming that the movant has complied with the meet and 26 confer requirements imposed by the preceding paragraph. 27 The burden of persuasion in any such challenge proceeding shall be on the Designating Party. 28 -8[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 Frivolous challenges and those made for an improper purpose (e.g., to harass or impose unnecessary 2 expenses and burdens on other parties) may expose the Challenging Party to sanctions. Unless the 3 Designating Party has waived the confidentiality designation by failing to file a motion to retain 4 confidentiality as described above, all parties shall continue to afford the material in question the level 5 of protection to which it is entitled under the Producing Party’s designation until the court rules on the 6 challenge. 7 7. ACCESS TO AND USE OF PROTECTED MATERIAL 8 7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or 9 produced by another Party or by a Non-Party in connection with this case only for prosecuting, 10 defending, or attempting to settle this litigation. Such Protected Material may be disclosed only to the 11 categories of persons and under the conditions described in this Order. When the litigation has been 12 terminated, a Receiving Party must comply with the provisions of section 13 below (FINAL 13 DISPOSITION). 14 15 16 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 – SUBJECT TO PROTECTIVE ORDER” 17 Information or Items or “HIGHLY CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” 18 Information or Items. Unless otherwise ordered by the court or permitted in writing by the Designating 19 Party, a Receiving Party may disclose any information or item designated “CONFIDENTIAL – 20 SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – SUBJECT TO 21 PROTECTIVE ORDER” only to: 22 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as employees of 23 said Outside Counsel of Record to whom it is reasonably necessary to disclose the information for this 24 litigation and who have signed the “Acknowledgment and Agreement to Be Bound” that is attached 25 hereto as Exhibit A; 26 27 (b) the officers, directors, and employees (including House Counsel) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the 28 -9[PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 2 (c) Experts (as defined in this Order) of the Receiving Party to whom disclosure is reasonably 3 necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” 4 (Exhibit A); 5 (d) the court and its personnel; 6 (e) court reporters and their staff, professional jury or trial consultants, and Professional 7 Vendors to whom disclosure is reasonably necessary for this litigation and who have signed the 8 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 9 (f) during their depositions, witnesses in the action to whom disclosure is reasonably necessary 10 and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A), unless 11 otherwise agreed by the Designating Party or ordered by the court. Pages of transcribed deposition 12 testimony or exhibits to depositions that reveal Protected Material must be separately bound by the 13 court reporter and may not be disclosed to anyone except as permitted under this Stipulated Protective 14 Order; 15 16 17 (g) the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information; (h) any insurer or insurance counsel of Receiving Party and any Expert (as defined in this 18 Order) of the Receiving Party’s insurer or insurance counsel to whom disclosure is reasonably 19 necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” 20 (Exhibit A). 21 22 23 24 25 26 27 28 8. 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 – SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER” that Party must: (a) promptly notify in writing the Designating Party. Such notification shall include a copy of the subpoena or court order; - 10 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 (b) promptly notify in writing the party who caused the subpoena or order to issue in the other 2 litigation that some or all of the material covered by the subpoena or order is subject to this Protective 3 Order. Such notification shall include a copy of this Stipulated Protective Order; and 4 5 6 (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 7 court order shall not produce any information designated in this action as “CONFIDENTIAL – 8 SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – SUBJECT TO 9 PROTECTIVE ORDER” before a determination by the court from which the subpoena or order 10 issued, unless the Party has obtained the Designating Party’s permission. The Designating Party shall 11 bear the burden and expense of seeking protection in that court of its confidential material – and 12 nothing in these provisions should be construed as authorizing or encouraging a Receiving Party in 13 this action to disobey a lawful directive from another court. 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 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 by a Non-Party in this action and designated as “CONFIDENTIAL– SUBJECT TO PROTECTIVE ORDER” or “HIGHLY CONFIDENTIAL – SUBJECT TO PROTECTIVE ORDER.” Such information produced by NonParties in connection with this litigation is protected by the remedies and relief provided by this Order. Nothing in these provisions should be construed as prohibiting a Non-Party from seeking additional protections. (b) In the event that a Party is required, by a valid discovery request, to produce a Non- Party’s confidential information in its possession, and the Party is subject to an agreement with the Non-Party not to produce the Non-Party’s confidential information, then the Party shall: 1. promptly notify in writing the Requesting Party and the Non-Party that some or all of the information requested is subject to a confidentiality agreement with a Non-Party; 2. promptly provide the Non-Party with a copy of the Stipulated Protective Order in this litigation, the relevant discovery request(s), and a reasonably specific description of the - 11 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 information requested; and 2 3 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 this court within 14 days 4 of receiving the notice and accompanying information, the Receiving Party may produce the Non- 5 Party’s confidential information responsive to the discovery request. If the Non-Party timely seeks a 6 protective order, the Receiving Party shall not produce any information in its possession or control 7 that is subject to the confidentiality agreement with the Non-Party before a determination by the court. 8 Absent a court order to the contrary, the Non-Party shall bear the burden and expense of seeking 9 protection in this court of its Protected Material. 10 10. 11 UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 12 Material to any person or in any circumstance not authorized under this Stipulated Protective Order, 13 the Receiving Party must immediately (a) notify in writing the Designating Party of the unauthorized 14 disclosures, (b) use its best efforts to retrieve all unauthorized copies of the Protected Material, (c) 15 inform the person or persons to whom unauthorized disclosures were made of all the terms of this 16 Order, and (d) request such person or persons to execute the “Acknowledgment and Agreement to Be 17 Bound” that is attached hereto as Exhibit A. 18 19 20 21 22 23 24 25 26 27 28 11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL (a) Non-Waiver of Protection Pursuant to Fed. R. Evid. 502(d), any party’s production of documents covered by an applicable privilege or protection shall not constitute a waiver of the privilege or protection with respect to those documents or the subject matter of those documents in this case or any other federal or state proceeding. Nothing in this paragraph shall require a party to produce documents that are protected from disclosure. This paragraph shall be interpreted to provide the greatest protection allowed by Federal Rule of Evidence 502, or otherwise permitted by law. Nothing herein is intended to or shall serve to limit a party’s right to conduct a review of documents, ESI or information (including metadata) for relevance, responsiveness and/or segregation - 12 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 of privileged and/or protected information before production. 2 (b) 3 Any party that inadvertently discloses or produces a document or ESI that it considers 4 privileged or otherwise protected from discovery will promptly give written notice to the Receiving 5 Party, identifying the document or ESI in question, the asserted privilege or protection, and the 6 grounds therefor. Any party that receives a document that is clearly privileged shall promptly give 7 written notice to the Producing Party and identify the document(s) which appear to be privileged. 8 9 10 “Clawback” of Documents Upon receipt of notice of the assertion of privilege or protection over produced documents or ESI, the Receiving Party will act in accordance with Federal Rule of Civil Procedure 26(b)(5)(B), including: 11 (1) to whatever extent it contests the assertion of privilege or protection, promptly so 12 notify the Producing Party, and sequester and refrain from using or disclosing the contested 13 documents and ESI pending resolution of the contest by the parties or the Court; and 14 (2) to whatever extent the Receiving Party does not contest the assertion of privilege or 15 protection, promptly return or destroy the applicable document(s) and/or ESI, take reasonable steps to 16 identify and destroy each copy thereof and all information derived therefrom (normally reasonable 17 diligence will not include disaster recovery media), and promptly certify in writing to the Producing 18 Party that it has done so. 19 In the event of a contested assertion of privilege or protection over produced documents that 20 cannot be resolved amicably after meeting and conferring in good faith, either party may bring the 21 contest to the attention of the Court by motion. The Producing Party must preserve the contested 22 information until the claim is resolved. 23 12. MISCELLANEOUS 24 12.1 Right to Further Relief. Nothing in this Order abridges the right of any person to seek 25 26 27 its modification by the court in the future. 12.2 Right to Assert Other Objections. By stipulating to the entry of this Protective Order no Party waives any right it otherwise would have to object to disclosing or producing any information or 28 - 13 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 item on any ground not addressed in this Stipulated Protective Order. Similarly, no Party waives any 2 right to object on any ground to use in evidence of any of the material covered by this Protective 3 Order. 4 12.3 Filing Protected Material. Without written permission from the Designating Party or a 5 court order secured after appropriate notice to all interested persons, a Party may not file in the public 6 record in this action any Protected Material. A Party that seeks to file under seal any Protected 7 Material must comply with Civil Local Rule 141. Protected Material may only be filed under seal 8 pursuant to a court order authorizing the sealing of the specific Protected Material at issue. Pursuant to 9 Civil Local Rule 141, a sealing order will issue only upon a request establishing that the Protected 10 Material at issue is privileged, protectable as a trade secret, or otherwise entitled to protection under 11 the law. If a Receiving Party's request to file Protected Material under seal pursuant to Civil Local 12 Rule 141 is denied by the court, then the Receiving Party may file the Protected Material in the public 13 record unless otherwise instructed by the court. 14 13. 15 Within 60 days after the final disposition of this action, as defined in paragraph 4, each 16 Receiving Party must return all Protected Material to the Producing Party or destroy such material. As 17 used in this subdivision, “all Protected Material” includes all copies, abstracts, compilations, 18 summaries, and any other format reproducing or capturing any of the Protected Material. Whether the 19 Protected Material is returned or destroyed, the Receiving Party must submit a written certification to 20 the Producing Party (and, if not the same person or entity, to the Designating Party) by the 60-day 21 deadline that (1) identifies (by category, where appropriate) all the Protected Material that was 22 returned or destroyed and (2) affirms that the Receiving Party has not retained any copies, abstracts, 23 compilations, summaries or any other format reproducing or capturing any of the Protected Material. 24 Notwithstanding this provision, Counsel are entitled to retain an archival copy of all pleadings, motion 25 papers, trial, deposition, and hearing transcripts, legal memoranda, correspondence, deposition and 26 trial exhibits, expert reports, attorney work product, and consultant and expert work product, even if 27 such materials contain Protected Material. Any such archival copies that contain or constitute FINAL DISPOSITION 28 - 14 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 Protected Material remain subject to this Protective Order as set forth in Section 4 (DURATION). 2 3 4 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. DATED: February 7, 2018 5 /s/ Alexander Bukac authorized on February 7, 2018) (as NATHAN R. JASKOWIAK ALEXANDER J. BUKAC KEESAL, YOUNG & LOGAN Attorneys for Plaintiff VALERO REFINING COMPANY – CALIFORNIA 6 7 8 9 MIKAL C. WATTS FRANCISCO GUERRA IV MARK A. FASSOLD WATTS GUERRA, L.L.P. Attorneys for Plaintiff VALERO REFINING COMPANY – CALIFORNIA 10 11 12 13 14 ____ 15 16 DATED: February 7, 2018 17 18 19 /s/ Laurie Edelstein LAURIE EDELSTEIN SARAH K. JACKEL MICHAEL DOCKTERMAN STEPTOE & JOHNSON LLP Attorneys for Defendant PACIFIC GAS & ELECTRIC COMPANY 20 21 22 23 24 25 26 PURSUANT TO STIPULATION, IT IS SO ORDERED. DATED: February 7, 2018. _____________________________________ HONORABLE EDMUND F. BRENNAN UNITED STATES MAGISTRATE JUDGE 27 28 - 15 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, _____________________________ [print or type full name], of _________________ [print or type 4 full address], declare under penalty of perjury that I have read in its entirety and understand the Stipulated 5 Protective Order that was issued by the United States District Court for the Eastern District of California on 6 February __, 2018 in the case of Valero Refining Company – California v. Pacific Gas & Electric Company, 7 No. 17 Civ. 1350 (TLN)(EFB). I agree to comply with and to be bound by all the terms of this Stipulated 8 Protective Order and I understand and acknowledge that failure to so comply could expose me to sanctions and 9 punishment in the nature of contempt. I solemnly promise that I will not disclose in any manner any 10 information or item that is subject to this Stipulated Protective Order to any person or entity except in strict 11 compliance with the provisions of this Order. 12 I further agree to submit to the jurisdiction of the United States District Court for the Eastern District of 13 California for the purpose of enforcing the terms of this Stipulated Protective Order, even if such enforcement 14 proceedings occur after termination of this action. 15 I hereby appoint __________________________ [print or type full name] of 16 ______________________________________ [print or type full address and telephone number] as my 17 California agent for service of process in connection with this action or any proceedings related to enforcement 18 of this Stipulated Protective Order. 19 20 Date: _________________________________ 21 22 City and State where sworn and signed: _________________________________ 23 24 Printed name: ______________________________ [printed name] 25 26 Signature: __________________________________ [signature] 27 28 - 16 [PROPOSED] AMENDED STIPULATED PROTECTIVE ORDER Case No. 2:17−CV−01350−TLN−EFB

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