Adamson v. City of San Francisco et al

Filing 45

Order by Magistrate Judge Donna M. Ryu granting 44 Stipulation AS MODIFIED.(dmrlc2, COURT STAFF) (Filed on 3/3/2015)

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Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page1 of 17 1 2 3 4 5 6 7 8 9 DENNIS J. HERRERA, State Bar #139669 City Attorney CHERYL ADAMS, State Bar #164194 Chief Trial Deputy MARGARET W. BAUMGARTNER, State Bar #151762 Deputy City Attorney Fox Plaza 1390 Market Street, Sixth Floor San Francisco, California 94102-5408 Telephone: (415) 554-3859 Facsimile: (415) 554-3837 E-Mail: margaret.baumgartner@sfgov.org Attorneys for Defendants CITY AND COUNTY OF SAN FRANCISCO, GREG SUHR in his official capacity, CHRISTOPHER O’BRIEN, DANIEL DUDLEY AND BRIAN STANSBURY 10 11 UNITED STATES DISTRICT COURT 12 13 14 15 16 17 18 19 20 21 22 23 24 25 NORTHERN DISTRICT OF CALIFORNIA LORENZO ADAMSON, an individual, Plaintiff, vs. Case No. 13-cv-5233 DMR STIPULATED PROTECTIVE ORDER FOR LITIGATION INVOLVING PATENTS, HIGHLY SENSITIVE CONFIDENTIAL INFORMATION AND/OR TRADE SECRETS CITY OF SAN FRANCISCO, a municipal corporation; GREG SUHR, individually and in his official capacity as Chief of Police for the CITY OF SAN FRANCISCO; CHRISTOPHER O’BRIEN, individually and in his official capacity as a Police Officer for the CITY OF SAN FRANCISCO; DANIEL DUDLEY, individually and in his official capacity as a Police Officer for the CITY OF SAN FRANCISCO; BRIAN STANSBURY, individually and in his official capacity as a Police Officer for the CITY OF SAN FRANCISCO and DOES 1-50, inclusive; in their individual and/or official capacities as police officers for the CITY OF SAN FRANCISCO, Defendants. 26 27 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 1 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page2 of 17 1 2 1. PURPOSES AND LIMITATIONS Disclosure and discovery activity in this action are likely to involve production of confidential, 3 proprietary, or private information for which special protection from public disclosure and from use 4 for any purpose other than prosecuting this litigation may be warranted. Accordingly, the parties 5 hereby stipulate to and petition the court to enter the following Stipulated Protective Order. The parties 6 acknowledge that this Order does not confer blanket protections on all disclosures or responses to 7 discovery and that the protection it affords from public disclosure and use extends only to the limited 8 information or items that are entitled to confidential treatment under the applicable legal principles. 9 The parties further acknowledge, as set forth in Section 14.4, below, that this Stipulated Protective 10 Order does not entitle them to file confidential information under seal; Civil Local Rule 79-5 sets forth 11 the procedures that must be followed and the standards that will be applied when a party seeks 12 permission from the court to file material under seal. 13 2. DEFINITIONS 14 2.1 Challenging Party: a Party or Non-Party that challenges the designation of information 15 16 or items under this Order. 2.2 “CONFIDENTIAL” Information or Items: information (regardless of how it is 17 generated, stored or maintained) or tangible things that qualify for protection under Federal Rule of 18 Civil Procedure 26(c). 19 2.3 Counsel (without qualifier): Outside Counsel of Record and House Counsel (as well as 20 their support staff). 21 2.4 Designating Party: a Party or Non-Party that designates information or items that it 22 produces in disclosures or in responses to discovery as “CONFIDENTIAL” or “HIGHLY 23 CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 24 2.5 Disclosure or Discovery Material: all items or information, regardless of the medium or 25 manner in which it is generated, stored, or maintained (including, among other things, testimony, 26 transcripts, and tangible things), that are produced or generated in disclosures or responses to 27 discovery in this matter. 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 2 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page3 of 17 2.6 1 Expert: a person with specialized knowledge or experience in a matter pertinent to the 2 litigation who (1) has been retained by a Party or its counsel to serve as an expert witness or as a 3 consultant in this action, (2) is not a past or current employee of a Party or of a Party’s competitor, and 4 (3) at the time of retention, is not anticipated to become an employee of a Party or of a Party’s 5 competitor. 2.7 6 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” Information or Items: 7 extremely sensitive “Confidential Information or Items,” disclosure of which to another Party or Non- 8 Party would create a substantial risk of serious harm that could not be avoided by less restrictive 9 means. 10 11 12 2.8 Non-Party: any natural person, partnership, corporation, association, or other legal entity not named as a Party to this action. 2.9 Outside Counsel of Record: attorneys who are not employees of a party to this action 13 but are retained to represent or advise a party to this action and have appeared in this action on behalf 14 of that party or are affiliated with a law firm which has appeared on behalf of that party. 15 16 17 18 19 2.10 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). 2.11 Producing Party: a Party or Non-Party that produces Disclosure or Discovery Material in this action. 2.12 Professional Vendors: persons or entities that provide litigation support services (e.g., 20 photocopying, videotaping, translating, preparing exhibits or demonstrations, and organizing, storing, 21 or retrieving data in any form or medium) and their employees and subcontractors. 22 23 24 2.13 Protected Material: any Disclosure or Discovery Material that is designated as “CONFIDENTIAL,” or as “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 2.17 Receiving Party: a person who receives Disclosure or Discovery Material from a 25 Producing Party. 26 3. 27 The protections conferred by this Stipulation and Order cover not only Protected Material (as 28 SCOPE defined above), but also (1) any information copied or extracted from Protected Material; (2) all Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 3 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page4 of 17 1 copies, excerpts, summaries, or compilations of Protected Material; and (3) any testimony, 2 conversations, or presentations by Parties or their Counsel that might reveal Protected Material. 3 However, the protections conferred by this Stipulation and Order do not cover the following 4 information: (a) any information that is in the public domain at the time of disclosure to a Receiving 5 Party or becomes part of the public domain after its disclosure to a Receiving Party as a result of 6 publication not involving a violation of this Order, including becoming part of the public record 7 through trial or otherwise; and (b) any information known to the Receiving Party prior to the 8 disclosure or obtained by the Receiving Party after the disclosure from a source who obtained the 9 information lawfully and under no obligation of confidentiality to the Designating Party. Any use of 10 Protected Material at trial shall be governed by a separate agreement or order. 11 4. 12 DURATION Even after final disposition of this litigation, the confidentiality obligations imposed by this 13 Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 14 otherwise directs. Final disposition shall be deemed to be the later of (1) dismissal of all claims and 15 defenses in this action, with or without prejudice; and (2) final judgment herein after the completion 16 and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, including the time 17 limits for filing any motions or applications for extension of time pursuant to applicable law. 18 5. DESIGNATING PROTECTED MATERIAL 19 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party or 20 Non-Party that designates information or items for protection under this Order must take care to limit 21 any such designation to specific material that qualifies under the appropriate standards. To the extent it 22 is practical to do so, the Designating Party must designate for protection only those parts of material, 23 documents, items, or oral or written communications that qualify – so that other portions of the 24 material, documents, items, or communications for which protection is not warranted are not swept 25 unjustifiably within the ambit of this Order. 26 Mass, indiscriminate, or routinized designations are prohibited. Designations that are shown to 27 be clearly unjustified or that have been made for an improper purpose (e.g., to unnecessarily encumber 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 4 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page5 of 17 1 or retard the case development process or to impose unnecessary expenses and burdens on other 2 parties) expose the Designating Party to sanctions. 3 If it comes to a Designating Party’s attention that information or items that it designated for 4 protection do not qualify for protection at all or do not qualify for the level of protection initially 5 asserted, that Designating Party must promptly notify all other parties that it is withdrawing the 6 mistaken designation. 7 5.2 Manner and Timing of Designations. Except as otherwise provided in this Order (see, 8 e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or ordered, Disclosure or 9 Discovery 10 11 Material that qualifies for protection under this Order must be clearly so designated before the material is disclosed or produced. 12 Designation in conformity with this Order requires: 13 (a) for information in documentary form (e.g., paper or electronic documents, but excluding 14 transcripts of depositions or other pretrial or trial proceedings), that the Producing Party affix the 15 legend “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY to each 16 page that contains protected material. If only a portion or portions of the material on a page qualifies 17 for protection, the Producing Party also must clearly identify the protected portion(s) (e.g., by making 18 appropriate markings in the margins) and must specify, for each portion, the level of protection being 19 asserted. 20 A Party or Non-Party that makes original documents or materials available for inspection need 21 not designate them for protection until after the inspecting Party has indicated which material it would 22 like copied and produced. During the inspection and before the designation, all of the material made 23 available for inspection shall be deemed “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 24 ONLY.” After the inspecting Party has identified the documents it wants copied and produced, the 25 Producing Party must determine which documents, or portions thereof, qualify for protection under 26 this Order. Then, before producing the specified documents, the Producing Party must affix the 27 appropriate legend (“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 28 ONLY”) to each page that contains Protected Material. If only a portion or portions of the material on Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 5 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page6 of 17 1 a page qualifies for protection, the Producing Party also must clearly identify the protected portion(s) 2 (e.g., by making appropriate markings in the margins) and must specify, for each portion, the level of 3 protection being asserted. 4 (b) for testimony given in deposition or in other pretrial or trial proceedings, that the 5 Designating Party identify on the record, before the close of the deposition, hearing, or other 6 proceeding, all protected testimony and specify the level of protection being asserted. When it is 7 impractical to identify separately each portion of testimony that is entitled to protection and it appears 8 that substantial portions of the testimony may qualify for protection, the Designating Party may invoke 9 on the record (before the deposition, hearing, or other proceeding is concluded) a right to have up to 10 21 days to identify the specific portions of the testimony as to which protection is sought and to 11 specify the level of protection being asserted. Only those portions of the testimony that are 12 appropriately designated for protection within the 21 days shall be covered by the provisions of this 13 Stipulated Protective Order. Alternatively, a Designating Party may specify, at the deposition or up to 14 21 days afterwards if that period is properly invoked, that the entire transcript shall be treated as 15 “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 16 Parties shall give the other parties notice if they reasonably expect a deposition, hearing or 17 other proceeding to include Protected Material so that the other parties can ensure that only authorized 18 individuals who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A) are 19 present at those proceedings. The use of a document as an exhibit at a deposition shall not in any way 20 affect its designation as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 21 ONLY.” 22 Transcripts containing Protected Material shall have an obvious legend on the title page that 23 the transcript contains Protected Material, and the title page shall be followed by a list of all pages 24 (including line numbers as appropriate) that have been designated as Protected Material and the level 25 of protection being asserted by the Designating Party. The Designating Party shall inform the court 26 reporter of these requirements. Any transcript that is prepared before the expiration of a 21-day period 27 for designation shall be treated during that period as if it had been designated “HIGHLY 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 6 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page7 of 17 1 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” in its entirety unless otherwise agreed. After the 2 expiration of that period, the transcript shall be treated only as actually designated. (c) for information produced in some form other than documentary and for any other tangible 3 4 items, that the Producing Party affix in a prominent place on the exterior of the container or containers 5 or on the digital media format (thumbdrive, DVD, CD, etc.) in which the information or item is stored 6 the legend “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY”. If 7 only a portion or portions of the information or item warrant protection, the Producing Party, to the 8 extent practicable, shall identify the protected portion(s) and specify the level of protection being 9 asserted. 5.3 10 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 11 designate qualified information or items does not, standing alone, waive the Designating Party’s right 12 to secure protection under this Order for such material. Upon timely correction of a designation, the 13 Receiving Party must make reasonable efforts to assure that the material is treated in accordance with 14 the provisions of this Order. 15 6. 16 CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges. Any Party or Non-Party may challenge a designation of 17 confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 18 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic burdens, 19 or a significant disruption or delay of the litigation, a Party does not waive its right to challenge a 20 confidentiality designation by electing not to mount a challenge promptly after the original designation 21 is disclosed. 22 6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution process by 23 providing written notice of each designation it is challenging and describing the basis for each 24 challenge. To avoid ambiguity as to whether a challenge has been made, the written notice must recite 25 that the challenge to confidentiality is being made in accordance with this specific paragraph of the 26 Protective Order. The parties shall attempt to resolve each challenge in good faith and must begin the 27 process by conferring directly (in voice to voice dialogue; other forms of communication are not 28 sufficient) within 14 days of the date of service of notice. In conferring, the Challenging Party must Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 7 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page8 of 17 1 explain the basis for its belief that the confidentiality designation was not proper and must give the 2 Designating Party an opportunity to review the designated material, to reconsider the circumstances, 3 and, if no change in designation is offered, to explain the basis for the chosen designation. A 4 Challenging Party may proceed to the next stage of the challenge process only if it has engaged in this 5 meet and confer process first or establishes that the Designating Party is unwilling to participate in the 6 meet and confer process in a timely manner. 7 6.3 Judicial Intervention. If the Parties cannot joint discovery letter pursuant to resolve a challenge without court this court's standing order 8 intervention, the Designating Party shall file and serve a motion to retain confidentiality under Civil 9 Local Rule 7 (and in compliance with Civil Local Rule 79-5, if applicable) within 21 days of the initial 10 notice of challenge or within 14 days of the parties agreeing that the meet and confer process will not 11 resolve their dispute, whichever is earlier.1 Each such motion must be accompanied by a competent 12 declaration affirming that the movant has complied with the meet and confer requirements imposed in 13 the preceding paragraph. Failure by the Designating Party to make such a motion including the 14 required declaration within 21 days (or 14 days, if applicable) shall automatically waive the 15 confidentiality designation for each challenged designation. In addition, the Challenging Party may 16 file a motion challenging a confidentiality designation at any time if there is good cause for doing so, 17 including a challenge to the designation of a deposition transcript or any portions thereof. Any motion 18 brought pursuant to this provision must be accompanied by a competent declaration affirming that the 19 movant has complied with the meet and confer requirements imposed by the preceding paragraph. letter letter 20 The burden of persuasion in any such challenge proceeding shall be on the Designating Party. 21 Frivolous challenges and those made for an improper purpose (e.g., to harass or impose unnecessary 22 expenses and burdens on other parties) may expose the Challenging Party to sanctions. Unless the 23 Designating Party has waived the confidentiality designation by failing to file a motion to retain 24 confidentiality as described above, all parties shall continue to afford the material in question the level 25 26 27 28 1 Alternative: It may be appropriate in certain circumstances for the parties to agree to shift the burden to move on the Challenging Party after a certain number of challenges are made to avoid an abuse of the process. The burden of persuasion would remain on the Designating Party. Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 8 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page9 of 17 1 of protection to which it is entitled under the Producing Party’s designation until the court rules on the 2 challenge. 3 7. ACCESS TO AND USE OF PROTECTED MATERIAL 4 7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or 5 produced by another Party or by a Non-Party in connection with this case only for prosecuting, 6 defending, or attempting to settle this litigation. Such Protected Material may be disclosed only to the 7 categories of persons and under the conditions described in this Order. When the litigation has been 8 terminated, a Receiving Party must comply with the provisions of section 15 below (FINAL 9 DISPOSITION). 10 11 12 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 by 13 the court or permitted in writing by the Designating Party, a Receiving Party may disclose any 14 information or item designated “CONFIDENTIAL” only to: 15 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as employees of 16 said Outside Counsel of Record to whom it is reasonably necessary to disclose the information for this 17 litigation and who have signed the “Acknowledgment and Agreement to Be Bound” that is attached 18 hereto as Exhibit A; 19 (b) Experts (as defined in this Order) of the Receiving Party to whom disclosure is reasonably 20 necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” 21 (Exhibit A); 22 (c) the court and its personnel; 23 (d) court reporters and their staff, professional jury or trial consultants, and Professional 24 Vendors to whom disclosure is reasonably necessary for this litigation and who have signed the 25 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 26 (e) during their depositions, witnesses in the action to whom disclosure is reasonably necessary 27 and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A), unless 28 otherwise agreed by the Designating Party or ordered by the court. Pages of transcribed deposition Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 9 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page10 of 17 1 testimony or exhibits to depositions that reveal Protected Material must be separately bound by the 2 court reporter and may not be disclosed to anyone except as permitted under this Stipulated Protective 3 Order. 4 5 6 (g) the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information. 7.3 Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY 7 Information or Items. Unless otherwise ordered by the court or permitted in writing by the Designating 8 Party, a Receiving Party may disclose any information or item designated “HIGHLY 9 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” only to: 10 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as employees of 11 said Outside Counsel of Record to whom it is reasonably necessary to disclose the information for this 12 litigation and who have signed the “Acknowledgment and Agreement to Be Bound” that is attached 13 hereto as Exhibit A; 14 (b) Experts of the Receiving Party (1) to whom disclosure is reasonably necessary for this 15 litigation, (2) who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A), and 16 (3) as to whom the procedures set forth in paragraph 7.4(a)(2), below, have been followed]; 17 (c) the court and its personnel; 18 (d) court reporters and their staff, professional jury or trial consultants, and Professional 19 Vendors to whom disclosure is reasonably necessary for this litigation and who have signed the 20 “Acknowledgment and Agreement to Be Bound” (Exhibit A); and 21 22 23 24 25 (e) the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information. 7.4 Procedures for Approving or Objecting to Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” Information or Items to Experts. (a)(1) Unless otherwise ordered by the court or agreed to in writing by the Designating Party, 26 a Party that seeks to disclose to an Expert (as defined in this Order) any information or item that has 27 been designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” pursuant to paragraph 28 7.3(c) first must make a written request to the Designating Party that (1) identifies the general Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 10 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page11 of 17 1 categories of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information that the 2 Receiving Party seeks permission to disclose to the Expert, (2) sets forth the full name of the Expert 3 and the city and state of his or her primary residence, (3) attaches a copy of the Expert’s current 4 resume, (4) identifies the Expert’s current employer(s), (5) identifies each person or entity from whom 5 the Expert has received compensation or funding for work in his or her areas of expertise or to whom 6 the expert has provided professional services, including in connection with a litigation, at any time 7 during the preceding five years,2 and (6) identifies (by name and number of the case, filing date, and 8 location of court) any litigation in connection with which the Expert has offered expert testimony, 9 including through a declaration, report, or testimony at a deposition or trial, during the preceding five 10 11 years.3 (b) A Party that makes a request and provides the information specified in the preceding 12 respective paragraphs may disclose the subject Protected Material to the identified Expert unless, 13 within 14 days of delivering the request, the Party receives a written objection from the Designating 14 Party. Any such objection must set forth in detail the grounds on which it is based. 15 (c) A Party that receives a timely written objection must meet and confer with the Designating 16 Party (through direct voice to voice dialogue) to try to resolve the matter by agreement within seven 17 days of the written objection. If no agreement is reached, the Party seeking to make the disclosure to 18 the Expert may file a motion as provided in Civil Local Rule 7 (and in compliance with Civil Local 19 Rule 79-5, if applicable) seeking permission from the court to do so. Any such motion must describe 20 the circumstances with specificity, set forth in detail the reasons why the disclosure to the Expert is 21 reasonably necessary, assess the risk of harm that the disclosure would entail, and suggest any 22 additional means that could be used to reduce that risk. In addition, any such motion must be 23 accompanied by a competent declaration describing the parties’ efforts to resolve the matter by 24 25 26 27 28 2 If the Expert believes any of this information is subject to a confidentiality obligation to a third-party, then the Expert should provide whatever information the Expert believes can be disclosed without violating any confidentiality agreements, and the Party seeking to disclose to the Expert shall be available to meet and confer with the Designating Party regarding any such engagement. 3 It may be appropriate in certain circumstances to restrict the Expert from undertaking certain limited work prior to the termination of the litigation that could foreseeably result in an improper use of the Designating Party’s “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information. Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 11 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page12 of 17 1 agreement (i.e., the extent and the content of the meet and confer discussions) and setting forth the 2 reasons advanced by the Designating Party for its refusal to approve the disclosure. 3 In any such proceeding, the Party opposing disclosure to the Expert shall bear the burden of 4 proving that the risk of harm that the disclosure would entail (under the safeguards proposed) 5 outweighs the Receiving Party’s need to disclose the Protected Material to its Expert. 6 7 8 9 10 11 12 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” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” that Party must: (a) promptly notify in writing the Designating Party. Such notification shall include a copy of the subpoena or court order; 13 (b) promptly notify in writing the party who caused the subpoena or order to issue in the other 14 litigation that some or all of the material covered by the subpoena or order is subject to this Protective 15 Order. Such notification shall include a copy of this Stipulated Protective Order; and 16 17 18 (c) cooperate with respect to all reasonable procedures sought to be pursued by the Designating Party whose Protected Material may be affected.4 If the Designating Party timely seeks a protective order, the Party served with the subpoena or 19 court order shall not produce any information designated in this action as “CONFIDENTIAL” or 20 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” before a determination by the court 21 from which the subpoena or order issued, unless the Party has obtained the Designating Party’s 22 permission. The Designating Party shall bear the burden and expense of seeking protection in that 23 court of its confidential material – and nothing in these provisions should be construed as authorizing 24 or encouraging a Receiving Party in this action to disobey a lawful directive from another court. 25 26 27 28 4 The purpose of imposing these duties is to alert the interested parties to the existence of this Protective Order and to afford the Designating Party in this case an opportunity to try to protect its confidentiality interests in the court from which the subpoena or order issued. Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 12 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page13 of 17 1 2 3 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 4 action and designated as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ 5 EYES ONLY.” Such information produced by Non-Parties in connection with this litigation is 6 protected by the remedies and relief provided by this Order. Nothing in these provisions should be 7 construed as prohibiting a Non-Party from seeking additional protections. 8 9 10 (b) 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 11 12 In the event that a Party is required, by a valid discovery request, to produce a Non- 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 13 14 in this litigation, the relevant discovery request(s), and a reasonably specific description of the 15 information requested; and 3. make the information requested available for inspection by the Non-Party. 16 17 (c) If the Non-Party fails to object or seek a protective order from this court within 14 days 18 of receiving the notice and accompanying information, the Receiving Party may produce the Non- 19 Party’s confidential information responsive to the discovery request. If the Non-Party timely seeks a 20 protective order, the Receiving Party shall not produce any information in its possession or control that 21 is subject to the confidentiality agreement with the Non-Party before a determination by the court.5 22 Absent a court order to the contrary, the Non-Party shall bear the burden and expense of seeking 23 protection in this court of its Protected Material. 24 25 26 27 28 5 The purpose of this provision is to alert the interested parties to the existence of confidentiality rights of a Non-Party and to afford the Non-Party an opportunity to protect its confidentiality interests in this court. Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 13 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page14 of 17 1 10. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 2 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 3 Material to any person or in any circumstance not authorized under this Stipulated Protective Order, 4 the 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 Be 8 Bound” that is attached hereto as Exhibit A. 11. 9 10 INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL When a Producing Party gives notice to Receiving Parties that certain inadvertently produced 11 12 material is subject to a claim of privilege or other protection, the Receiving Parties may not disclose or 13 in any way use the document(s) pending resolution of a challenge to the claim of privilege or other 14 protection. This provision is not intended to modify whatever procedure may be established in an e- 15 discovery order that provides for production without prior privilege review. Pursuant to Federal Rule 16 of Evidence 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure of a 17 communication or information covered by the attorney-client privilege or work product protection, the 18 parties may incorporate their agreement in the stipulated protective order submitted to the court. 19 12. MISCELLANEOUS 20 12.1 Right to Further Relief. Nothing in this Order abridges the right of any person to seek 21 its modification by the court in the future. 12.2 22 Right to Assert Other Objections. By stipulating to the entry of this Protective Order no 23 Party waives any right it otherwise would have to object to disclosing or producing any information or 24 item on any ground not addressed in this Stipulated Protective Order. Similarly, no Party waives any 25 right to object on any ground to use in evidence of any of the material covered by this Protective 26 Order. 27 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 14 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page15 of 17 1 12.3 Filing Protected Material. Without written permission from the Designating Party or a 2 court order secured after appropriate notice to all interested persons, a Party may not file in the public 3 record in this action any Protected Material. A Party that seeks to file under seal any Protected 4 Material must comply with Civil Local Rule 79-5. Protected Material may only be filed under seal 5 pursuant to a court order authorizing the sealing of the specific Protected Material at issue. Pursuant to 6 Civil Local Rule 79-5, a sealing order will issue only upon a request establishing that the Protected 7 Material at issue is privileged, protectable as a trade secret, or otherwise entitled to protection under 8 the law. If a Receiving Party's request to file Protected Material under seal pursuant to Civil Local 9 Rule 79-5(e) is denied by the court, then the Receiving Party may file the Protected Material in the 10 public record pursuant to Civil Local Rule 79-5(e)(2) unless otherwise instructed by the court. 11 13. FINAL DISPOSITION 12 Within 60 days after the final disposition of this action, as defined in paragraph 4, each 13 Receiving Party must return all Protected Material to the Producing Party or destroy such material. As 14 used in this subdivision, “all Protected Material” includes all copies, abstracts, compilations, 15 summaries, and any other format reproducing or capturing any of the Protected Material. Whether the 16 Protected Material is returned or destroyed, the Receiving Party must submit a written certification to 17 the Producing Party (and, if not the same person or entity, to the Designating Party) by the 60-day 18 deadline that (1) identifies (by category, where appropriate) all the Protected Material that was 19 returned or destroyed and (2) affirms that the Receiving Party has not retained any copies, abstracts, 20 compilations, summaries or any other format reproducing or capturing any of the Protected Material. 21 Notwithstanding this provision, Counsel are entitled to retain an archival copy of all pleadings, motion 22 papers, trial, deposition, and hearing transcripts, legal memoranda, correspondence, deposition and 23 24 25 26 27 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 15 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page16 of 17 1 trial exhibits, expert reports, attorney work product, and consultant and expert work product, even if 2 such materials contain Protected Material. Any such archival copies that contain or constitute 3 Protected Material remain subject to this Protective Order as set forth in Section 4 (DURATION). 4 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 5 6 Dated: March 2, 2015 THE LAW OFFICES OF JOHN L. BURRIS 7 8 By:**/s/ DeWitt M. Lacy DEWITT M. LACY 9 Attorneys for Plaintiff LORENZO ADAMSON **Pursuant to Civil L.R. 5-1(i)(3), the electronic signatory has obtained approval from this signatory. 10 11 12 13 Dated: March 2, 2015 DENNIS J. HERRERA City Attorney 14 15 By: /s/ Margaret W. Baumgartner MARGARET W. BAUMGARTNER Deputy City Attorney 16 17 Attorneys for Defendant CITY AND COUNTY OF SAN FRANCISCO 18 19 PURSUANT TO STIPULATION, IT IS SO ORDERED. 20 21 March 3, 2015 DATED: ________________________ 22 _____________________________________ Hon. Donna M. Ryu United States Magistrate Judge 23 24 25 26 27 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 16 n:\lit9\li2013\131235\00994396.doc Case4:13-cv-05233-DMR Document44 Filed03/02/15 Page17 of 17 EXHIBIT A 1 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, _____________________________ [print or type full name], of _________________ [print 4 or type full address], declare under penalty of perjury that I have read in its entirety and understand the 5 Stipulated Protective Order that was issued by the United States District Court for the Northern 6 District of California on [date] in the case of Nieto v. City and County of San Francisco, 14-CV-3823 7 NC. I agree to comply with and to be bound by all the terms of this Stipulated Protective Order and I 8 understand and acknowledge that failure to so comply could expose me to sanctions and punishment in 9 the nature of contempt. I solemnly promise that I will not disclose in any manner any information or 10 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 Northern 13 District of California for the purpose of enforcing the terms of this Stipulated Protective Order, even if 14 such enforcement 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 17 my California agent for service of process in connection with this action or any proceedings related to 18 enforcement of this Stipulated Protective Order. 19 20 Date: _________________________________ 21 City and State where sworn and signed: _________________________________ 22 23 Printed name: ______________________________ [printed name] 24 Signature: __________________________________ 25 [signature] 26 27 28 Protective Order Adamson v. CCSF; No. 13-cv-5233 DMR 17 n:\lit9\li2013\131235\00994396.doc

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