Providence Publications, LLC v. Interwest Ins. Services, LLC

Filing 22

STIPULATION and PROTECTIVE ORDER signed by Magistrate Judge Jeremy D. Peterson on 02/06/24. (Licea Chavez, V)

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1 2 3 4 5 6 7 8 9 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 David Harford (SBN 270696) david.harford@bclplaw.com Bryan Cave Leighton Paisner LLP 1920 Main Street, Suite 1000 Irvine, California 92614 Telephone: (949) 223-7000 Facsimile: (949) 223-7100 Timothy M. Reynolds (Admitted pro hac vice) timothy.reynolds@bclplaw.com Bryan Cave Leighton Paisner LLP 1801 13th Street, Suite 300 Boulder, CO 80302 Telephone: (303) 444-5955 Facsimile: (303) 866-0200 Attorneys for Plaintiff PROVIDENCE PUBLICATIONS, LLC 16 Mark S. Posard (SBN: 208790) Susan B. Meyer (SBN: 204931) Hannah Brown (SBN: 311158) mposard@grsm.com smeyer@grsm.com hbrown@grsm.com Gordon Rees Scully Mansukhani, LLP 275 Battery Street, Suite 2000 San Francisco, CA 94111 Telephone: (415) 986-5900 Facsimile: (415) 986-8054 17 Attorneys for Defendant INTERWEST INSURANCE SERVICES, LLC 11 12 13 14 15 18 UNITED STATES DISTRICT COURT 19 EASTERN DISTRICT OF CALIFORNIA 20 21 PROVIDENCE PUBLICATIONS, LLC, a California limited liability company, 23 24 25 26 [PROPOSED] STIPULATED PROTECTIVE ORDER Plaintiff, 22 Case No. 2:23-cv-01943-DAD-JDP v. INTERWEST INSURANCE SERVICES, LLC, a Delaware limited liability company; and DOES 1-10, inclusive, Defendants. 27 28 [PROPOSED] STIPULATED PROTECTIVE ORDER IT IS HEREBY STIPULATED AND AGREED by and between Plaintiff Providence 1 2 Publications, LLC (“Plaintiff”) and Defendant Interwest Insurance Services, LLC (“Defendant”), 3 through their respective undersigned counsel, that, during this action, all documents, information, 4 tangible items, and testimony designated as Confidential by the producing party in the above 5 matter be, and hereby are, subject to the following terms and conditions: 6 1. PURPOSES AND LIMITATIONS BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 7 8 Disclosure and discovery activity in this action are likely to involve production of 9 confidential, proprietary, or private information for which special protection from public 10 disclosure and from use for any purpose other than litigating this case would be warranted. 11 Accordingly, the parties hereby stipulate to and petition the court to enter the following Stipulated 12 Protective Order. The parties acknowledge that this Order does not confer blanket protections on 13 all disclosures or responses to discovery and that the protection it affords extends only to the 14 limited information or items that are entitled under the applicable legal principles to treatment as 15 confidential. The parties further acknowledge, as set forth in Section 10, below, that this 16 Stipulated Protective Order creates no entitlement to file confidential information under seal; 17 Local Rule 141 sets forth the procedures that must be followed and reflects the standards that will 18 be applied when a party seeks permission from the court to file material under seal. 19 2. DEFINITIONS 20 21 22 23 24 25 26 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 the medium or manner generated, stored, or maintained (including, among other things, testimony, transcripts, or tangible things) that are produced or generated in disclosures or responses to discovery in this matter. 27 28 1 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 2.3 “Confidential” Information or Items: Information (regardless of how 2 generated, stored, or maintained) or tangible things where, in the good faith belief of the 3 Designating Party and its counsel, the unrestricted disclosure of such information could be 4 potentially prejudicial to the business or operations of such party. 5 6 2.4 Receiving Party: A Party that receives Disclosure or Discovery Material from a Producing Party. 7 8 9 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 11 2.5 Producing Party: A Party or non-party that produces Disclosure or Discovery Material in this action. 2.6 Designating Party: A Party or non-party that designates information or items that it produces in disclosures or in responses to discovery as “Confidential.” 12 13 14 15 16 2.7 Protected Material: Any Disclosure or Discovery Material that is designated as “Confidential.” 2.8 Outside Counsel: Attorneys who are not employees of a Party but who are retained to represent or advise a Party in this action. 17 18 19 20 2.9 House Counsel: Attorneys who are employees of a Party. 2.10 Counsel (without qualifier): Outside Counsel and House Counsel (as well as their support staffs). 21 22 2.11 Expert: A person with specialized knowledge or experience in a matter pertinent 23 to the litigation who has been retained by a Party or its counsel to serve as an expert witness or as 24 a consultant in this action. 25 26 27 2.12 Professional Vendors: Persons or entities that provide litigation support services (e.g., photocopying; videotaping; translating; preparing exhibits or demonstrations; organizing, storing, retrieving data in any form of medium; etc.) and their employees and subcontractors. 28 2 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 3. 2 3 4 5 6 SCOPE The protections conferred by this Stipulation and Order cover not only Protected Material (as defined above), but also (1) any information copied or extracted from Protected Material; (2) all copies, excerpts, summaries, or compilations of Protected Material; and (3) any deposition testimony, conversations, or presentations by Parties or their Counsel that might reveal Protected Material, other than during a court hearing or at trial. 7 8 Any use of Protected Material during a court hearing or at trial shall be governed by the 9 orders of the presiding judge. This Order does not govern the use of Protected Material during a BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 11 court hearing or at trial. 4. DURATION 12 Even after the termination of this litigation, the confidentiality obligations imposed by this 13 14 Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 15 otherwise directs. 16 5. DESIGNATING PROTECTED MATERIAL 17 18 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party 19 or non-party that designates information or items for protection under this Order must take care to 20 limit any such designation to specific material that qualifies under the appropriate standards. A 21 Designating Party must take care to designate for protection only those parts of material, 22 documents, items, or oral or written communications for which protection is warranted, so that 23 other information and items are not swept unjustifiably within the ambit of this Order. 24 25 26 27 Indiscriminate routinized designations are prohibited. Designations that are shown to be clearly unjustified, or that have been made for an improper purpose (e.g., to unnecessarily encumber or retard the case development process or to impose unnecessary expenses and burdens on other parties), expose the Designating Party to sanctions. 28 3 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 If it comes to a Party’s or a non-party’s attention that information or items that it 2 designated for protection do not qualify for protection at all, or do not qualify for the level of 3 protection initially asserted, that Party or non-party must promptly notify all other parties that it is 4 withdrawing the mistaken designation. 5 6 7 8 5.2 Manner and Timing of Designations. Except as otherwise provided in this Order (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or ordered, material that qualifies for protection under this Order must be clearly so designated before the material is disclosed or produced. 9 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 11 12 13 14 Designation in conformity with this Order requires: (a) For information in documentary form (apart from transcripts of depositions or other pretrial or trial proceedings), that the Producing Party affix the legend “CONFIDENTIAL” at the bottom of each page that contains protected material and/or, for native files, in the file name of the electronic document. 15 16 A Party or non-party that makes original documents or materials available for inspection 17 need not designate them for protection until after the inspecting Party has indicated which 18 material it would like copied and produced. During the inspection and before the designation, all 19 of the material made available for inspection shall be deemed CONFIDENTIAL. After the 20 inspecting Party has identified the documents it wants copied and produced, the Producing Party 21 must determine which documents, or portions thereof, qualify for protection under this Order; 22 then, before producing the specified documents, the Producing Party must affix the legend 23 “CONFIDENTIAL” at the bottom of each page that contains Protected Material. 24 (b) 25 26 For testimony given in deposition, that Counsel, within twenty (30) days after the final version of the transcript has been received by such Counsel, designate any portions of the transcript which contain testimony concerning CONFIDENTIAL information. Upon 27 28 4 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 request of Counsel on the record (i.e., before the deposition is concluded), deposition testimony in 2 its entirety shall be treated as CONFIDENTIAL until expiration of the 30-day designation period. 3 (c) 4 5 For information produced in some form other than documentary, and for any other tangible items, that the Producing Party affix in a prominent place on the exterior of the container or containers in which the information or item is stored the legend “CONFIDENTIAL.” 6 5.3 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 7 Inadvertent Failures to Designate. If corrected within 30 (thirty) days 8 after discovery of inadvertent failure, an inadvertent failure to designate qualified information or 9 items as “Confidential” does not, standing alone, waive the Designating Party’s right to secure 10 protection under this Order for such material. If material is appropriately designated as 11 “Confidential” after the material was initially produced, the Receiving Party, on timely 12 notification of the designation, must make reasonable efforts to assure that the material is treated 13 in accordance with the provisions of this Order. 14 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 15 6.1 16 17 any time that is consistent with the Court’s Scheduling Order. 18 19 Timing of Challenges. Any Party may challenge a designation of confidentiality at 6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution process under Local Rule 251 et seq. 20 6.3 21 The burden of persuasion in any such challenge proceeding shall be on 22 the Designating Party. Unless the Designating Party has waived or withdrawn the confidentiality 23 designation, all Parties shall continue to afford the material in question the level of protection to 24 which it is entitled under the Producing Party’s designation until the Court rules on the challenge. 25 7. ACCESS TO AND USE OF PROTECTED MATERIAL 26 27 28 7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or produced by another Party or by a non-party in connection with this case only for 5 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 prosecuting, defending, or attempting to settle this litigation. Such Protected Material may be 2 disclosed only to the categories of persons and under the conditions described in this Order. 3 When the litigation has been terminated, a Receiving Party must comply with the provisions of 4 section 11 below (FINAL DISPOSITION). 5 6 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 8 9 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 7.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise ordered by the Court or permitted in writing by the Designating Party, a Receiving Party may disclose any information or item designated CONFIDENTIAL only to: 11 (a) 12 13 Receiving Party’s Outside Counsel of record in this action, as well as employees of said Counsel to whom it is reasonably necessary to disclose the information for this litigation; 14 15 16 (b) Receiving Party to whom disclosure is reasonably necessary for this litigation; 17 (c) 18 19 the officers, directors, and employees (including in-house counsel) of the Experts of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the “Agreement to be Bound by Protective Order” that is attached hereto as Exhibit A; 20 21 (d) the Court and its personnel; (e) court reporters, their staffs, and Professional Vendors to whom disclosure 22 23 24 is reasonably necessary for this litigation and who have signed the “Agreement to be Bound by Protective Order” that is attached hereto as Exhibit A; 25 26 (f) during their depositions, witnesses in the action to whom disclosure is 27 reasonably necessary and who have signed the “Agreement to be Bound by Protective Order” that 28 is attached hereto as Exhibit A; and, 6 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 2 3 4 (g) the author of the Protected Material or the original source of the information. 8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION 5 If a Receiving Party is served with a subpoena or an order issued in other litigation that 6 7 would compel disclosure of any information or items designated in this action as 8 “CONFIDENTIAL,” the Receiving Party must so notify the Designating Party in writing (by e- 9 mail, if possible) immediately and, in no event, more than three court days after receiving the BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 subpoena or order. Such notification must include a copy of the subpoena or court order. 11 12 13 14 15 The Receiving Party also must immediately inform in writing the Party who caused the subpoena or order to issue in the other litigation that some or all the material covered by the subpoena or order is the subject of this Protective Order. In addition, the Receiving Party must deliver a copy of this Stipulated Protective Order promptly to the Party in the other action that caused the subpoena or order to issue. 16 The purpose of imposing these duties is to alert the interested parties to the existence of 17 18 this Protective Order and to afford the Designating Party in this case an opportunity to try to 19 protect its confidentiality interests in the court from which the subpoena or order issued. The 20 Designating Party shall bear the burdens and the expenses of seeking protection in that court of its 21 confidential material. Nothing in these provisions should be construed as authorizing or 22 encouraging a Receiving Party in this action to disobey a lawful directive from another court. 23 9. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 24 25 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 26 Material to any person or in any circumstance not authorized under this Stipulated Protective 27 Order, the Receiving Party must immediately: (a) notify in writing the Designating Party of the 28 unauthorized disclosures, (b) use its best efforts to retrieve all copies of the Protected Material, (c) 7 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 inform the person or persons to whom unauthorized disclosures were made of all the terms of this 2 Order, and (d) request such person or persons to execute the “Agreement to be Bound by 3 Protective Order” that is attached hereto as Exhibit A. 4 10. FILING PROTECTED MATERIAL 5 Without written permission from the Designating Party or a court order secured after 6 7 appropriate notice to all interested persons, a Party may not file in the public record in this action 8 any Protected Material. A Party that seeks to file under seal any Protected Material must comply 9 with Local Rule 141. BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 11. FINAL DISPOSITION 11 12 Unless otherwise ordered or agreed in writing by the Producing Party, within sixty (60) 13 days after the final termination of this action, each Receiving Party must destroy or return all 14 Protected Material to the Producing Party. As used in this subdivision, “all Protected Material” 15 includes all copies, abstracts, compilations, summaries, or any other form of reproducing or 16 capturing any of the Protected Material. The Receiving Party may at its election destroy some or 17 all of the Protected Material instead of returning it. Whether the Protected Material is returned or 18 destroyed, the Receiving Party must submit a written certification to the Producing Party (and, if 19 not the same person or entity, to the Designating Party) by the sixty (60) day deadline that 20 identifies (by category, where appropriate) all the Protected Material that was returned or 21 destroyed and that affirms that the Receiving Party has not retained any copies, abstracts, 22 compilations, summaries, or other forms of reproducing or capturing any of the Protected 23 Material. Notwithstanding this provision, all Counsel are entitled to retain an archival copy of all 24 pleadings, motion papers, transcripts, legal memoranda, correspondence, or attorney work 25 product even if such materials contain Protected Material. Any such archival copies that contain 26 or constitute Protected Material remain subject to this Protective Order as set forth in Section 4 27 (DURATION) above. 28 8 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 12. 2 3 4 5 6 RULE 502(d) The production of privileged or work-product protected documents, electronically stored information (“ESI”) or other information, whether inadvertent or otherwise, is not a waiver of the privilege or protection from discovery in this case or in any other federal or state proceeding. This Order shall be interpreted to provide the maximum protection allowed by Federal Rule of Evidence 502(d). 7 8 13. MISCELLANEOUS 9 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 13.1 Right to Further Relief. Nothing in this Order abridges the right of any person to seek its modification by the Court in the future. 11 13.2 12 Right to Assert Other Objections. By stipulating to the entry of this Protective 13 Order, no Party waives any right it otherwise would have to object to disclosing or producing any 14 information or item on any ground not addressed in this Stipulated Protective Order. Similarly, no 15 Party waives any right to object on any ground to use in evidence of any of the material covered 16 by this Protective Order. 17 Respectfully submitted, 18 19 20 21 22 23 24 Dated: January 26, 2024 Dated: January 26, 2024 /s/ David Harford /s/ Hannah Brown Bryan Cave Leighton Paisner LLP David Harford Tim Reynolds (pro hac vice) Gordon Rees Scully Mansukhani, LLP Mark S. Posard Susan B. Meyer Hannah Brown Attorneys for Defendant Attorneys for Plaintiff IT IS SO ORDERED. 25 26 27 Dated: February 6, 2024 JEREMY D. PETERSON UNITED STATES MAGISTRATE JUDGE 28 9 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 2 3 4 5 6 7 8 9 BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 10 [PROPOSED] STIPULATED PROTECTIVE ORDER 1 UNITED STATES DISTRICT COURT 2 EASTERN DISTRICT OF CALIFORNIA 3 4 PROVIDENCE PUBLICATIONS, LLC, a California limited liability company, 5 6 7 8 Case No. 2:23-cv-01943-DAD-JDP Plaintiff, EXHIBIT A TO STIPULATED PROTECTIVE ORDER v. INTERWEST INSURANCE SERVICES, LLC, a Delaware limited liability company; and DOES 1-10, inclusive, 9 Defendants. BRYAN CAVE LEIGHTON PAISNER LLP 1290 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10104-3300 10 11 12 13 14 15 AGREEMENT TO BE BOUND BY STIPULATED PROTECTIVE ORDER I, , acknowledge and declare that I have received a copy of the Protective Order (“Order”) in Providence Publications, LLC v. Interwest Insurance Services, LLC, Case No. 2:23-cv-01943, pending the United States District Court for the Eastern 16 17 District of California. Having read and understood the terms of the Order, I agree to be bound 18 by the terms of the Order and consent to the jurisdiction of said Court for the purpose of any 19 proceeding to enforce the terms of the Order. 20 21 22 Sign: ___________________________________________ Date: ___________________________________________ 23 24 25 26 27 28 Address: ___________________________________________

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