Balasquez et al v. City of Morgan Hill et al

Filing 34

STIPULATION AND ORDER re 32 Stipulation AS MODIFIED BY THE COURT, filed by City of Morgan Hill, Jerry Neumayer, Max Cervantez, Bruce Cummings, Brookman, Jeffrey Brandon, City of Morgan Hill Police Department, Joseph Burdick, Brandon Richards. Signed by Judge Paul S. Grewal on 9/28/2011. (psglc2, COURT STAFF) (Filed on 9/28/2011)

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1 2 3 4 5 6 7 8 9 GREGG A. THORNTON (SBN 146282) DANIELLE K. LEWIS (SBN 218274) SELMAN BREITMAN LLP 33 New Montgomery, Sixth Floor San Francisco, CA 94105 Telephone: (415) 979-0400 Facsimile: (415) 979-2099 Attorneys for Defendants City of Morgan Hill; City of Morgan Hill Police Department; Chief of Police Bruce Cumming; Officer Brookman; Officer Max Cervantez; Officer Joseph Burdick; Officer Jerry Neumayer; Officer Jeffrey Brandon; Det. Brandon Richards UNITED STATES DISTRICT COURT 11 NORTHERN DISTRICT OF CALIFORNIA 12 ATTORNEYS AT LAW Selman Breitman LLP 10 13 Maria Jesus Balasquez, Rudy Martinez and Rudy Balasquez Martinez, Jr., 14 17 18 19 20 21 22 23 24 25 26 v. City of Morgan Hill in its official and Municipal Capacity, City of Morgan Hill Police Department in its corporate capacity, Chief of Police Bruce Cumming in his official and individual capacity, Officers Brookman in his official and individual capacity, Max Cervantez in his official and individual capacity, Joseph Burdick in his official and individual capacity, Jerry Neumeyer in his official and individual capacity, Jeffrey Brandon in his official and individual capacity, Det. Brandon Richards, in his official and individual capacity and Does 1-25, inclusive, Defendants. 27 28 230894.1 555.30271 CV 10 05206 LHK ORDDER RE STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER AS MODIFIED BY THE COURT Plaintiffs, 15 16 CASE NO. / / / 1 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 IT IS HEREBY STIPULATED by and between plaintiffs Maria 2 Jesus Balasquez, Rudy Martinez and Rudy Balasquez Martinez, Jr., 3 and defendants City of Morgan Hill (erroneously sued herein as 4 City of Morgan Hill Police Department), Chief Of Police Bruce 5 Cumming, Officer Brookman, Officer Max Cervantez, Officer Joseph 6 Burdick, Officer Jerry Neumayer, Jeffrey Brandon and Det. Brandon 7 Richards, through their respective counsel of record, as follows: 8 1. Information and Matters Subject to this ORDER. This "CONFIDENTIAL INFORMATION" (as defined hereafter) and all 11 information derived therefrom, including, but not limited to, all 12 copies, excerpts or summaries thereof. 13 "PARTIES" shall include plaintiffs Maria Jesus Balasquez, Rudy 14 Martinez and Rudy Balasquez Martinez, and defendants City of 15 Morgan Hill (erroneously sued herein as City of Morgan Hill 16 Police Department), Chief Of Police Bruce Cumming, Officer 17 Brookman, Officer Max Cervantez, Officer Joseph Burdick, Officer 18 Jerry Neumayer, Jeffrey Brandon and Det. Brandon Richards and 19 ATTORNEYS AT LAW stipulation and order (hereafter "ORDER") shall govern all 10 Selman Breitman LLP 9 their respective counsel of record in the above-entitled action. 20 21 22 2. Definitions. All references herein to The following definitions shall apply in the construction and application of this ORDER. a. The term "INFORMATION" means any materials, as defined 23 by Federal Rule of Evidence 1001, or materials produced by the 24 PARTIES or any person or entity subject to their employ or 25 control in conjunction with this proceeding, including, but not 26 limited to, (1) documents produced pursuant to requests under 27 Federal Rule of Civil Procedure 34, (2) documents produced 28 pursuant to subpoena, (3) documents produced voluntarily or in 230894.1 555.30271 2 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 response to informal request, and (4) answers to deposition 2 questions set forth in deposition transcripts. 3 4 5 6 b. The term "CONFIDENTIAL" means any INFORMATION designated as CONFIDENTIAL by the PARTIES. Only the following INFORMATION may be so designated: pursuant to Fed. R. Civ. P. 26(c). (1) All INFORMATION regarding medical records, personnel 7 records, employment files, performance evaluations, 8 physical/mental evaluations, disciplinary action, citizen 9 complaints, internal affairs investigations, and all other employment-related writings regarding any employee of the City of 11 Morgan Hill produced in this action; 12 ATTORNEYS AT LAW Selman Breitman LLP 10 (2) All INFORMATION regarding policies, procedures, 13 manuals, and other documents regarding personnel practices of the 14 City of Morgan Hill produced in this action; and 15 (3) Any other INFORMATION stipulated to by the PARTIES. 16 C. The term "QUALIFIED PERSONS" means (1) the Presiding 17 Judge and any of his or her staff, (2) any referee appointed by a 18 judge in this matter to preside over any hearings in this matter 19 and any of his or her staff, (3) a jury empanelled for trial, (4) 20 stenographic reporters engaged in these proceedings as are 21 necessarily incident to the preparation for trial and/or trial of 22 this action, (5) counsel for the PARTIES in this litigation, (6) 23 paralegal, stenographic, clerical, and secretarial personnel 24 employed by counsel for the PARTIES, (7) the PARTIES to these 25 proceedings, including their officers, directors, agents, and 26 employees, and (8) any person employed by counsel for the PARTIES 27 in this proceeding to assist such counsel in this proceeding, 28 such as experts or other consultants. 230894.1 555.30271 3 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 d. The term "DISCLOSE" or any version thereof means to 2 show, give, make available, or communicate in any fashion to any 3 person any CONFIDENTIAL INFORMATION, information concerning the 4 existence or content of any CONFIDENTIAL INFORMATION, or any 5 copy, portion, version, or summary of any CONFIDENTIAL 6 INFORMATION. 7 3. Use of CONFIDENTIAL INFORMATION. CONFIDENTIAL 8 INFORMATION shall be used solely in connection with, and only as 9 necessary to, this action and the preparation and trial of this 11 appeal or writ, and not for any other purpose, including, without 12 limitation, any civil, criminal, administrative, or personal 13 purpose or function. 14 DISCLOSED to anyone other than QUALIFIED PERSONS and shall not be 15 DISCLOSED except in accordance with this ORDER. 16 distribution of all CONFIDENTIAL INFORMATION shall be the 17 responsibility of the attorneys of record and the PARTIES. provisions of this ORDER, insofar as they restrict the 19 communication and use of CONFIDENTIAL INFORMATION produced 20 hereunder, copies of summaries thereof, or information obtained 21 therefrom, shall continue to be binding after the conclusion of 22 this action. 23 ATTORNEYS AT LAW action, or any related proceeding, including, but not limited to, 18 Selman Breitman LLP 10 4. CONFIDENTIAL INFORMATION shall not be Control and Designation of INFORMATION as CONFIDENTIAL. The In the 24 preparation for any trial of this proceeding, and any appeal or 25 writ taken herein, CONFIDENTIAL INFORMATION shall be designated 26 in the following manner: 27 28 230894.1 555.30271 a. INFORMATION shall be designated as CONFIDENTIAL only after a bona fide and good faith determination by the producing 4 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 2 3 4 The producing party shall exercise restraint and care in designating party that the material contains CONFIDENTIAL INFORMATION as information for protection in defined herein, the DISCLOSURE and use of which would be conformity with N.D. Cal. Model detrimental to or invade the privacy of the producing party. Protective Order Section 5.1. b. Any information sought to be protected is properly 5 subject to protection under FRCP Rule 26(c), and PARTIES and 6 counsel shall not designate any discovery material CONFIDENTIAL 7 without first making a good faith determination that protection 8 is warranted. 9 c. Selman Breitman LLP 10 11 Any party seeking protection under FRCP Rule 26(c) has the burden of proof to show that such protection is warranted. d. The designation of INFORMATION as CONFIDENTIAL shall be made, whenever possible prior to production, by placing or 13 affixing on each page of such material in a manner that will not 14 interfere with its legibility the words "CONFIDENTIAL," or by the 15 designation of categories of documents as "CONFIDENTIAL." 16 such designation is not possible prior to production, the 17 designation must be made by the producing party within twenty 18 (20) days after disclosure. 19 CONFIDENTIAL until the twenty (20) days has elapsed. 20 twenty (20)-day period, the disclosing party must notify all 21 PARTIES in writing of the precise INFORMATION sought to be 22 designated as CONFIDENTIAL. 23 ATTORNEYS AT LAW 12 cannot be treated as CONFIDENTIAL. 24 5. If The INFORMATION shall be treated as Within such Absent such notice, the INFORMATION DISCLOSURE of CONFIDENTIAL INFORMATION. Each counsel 25 whose law firm are actual signatories to this ORDER, to whom 26 CONFIDENTIAL INFORMATION is furnished, shown, or DISCLOSED, 27 shall, prior to the time s/he receives access to such materials, 28 be provided by counsel furnishing her/him such material a copy of 230894.1 555.30271 5 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 this ORDER and agree to be bound by its terms, and shall certify 2 that s/he has carefully read the ORDER and fully understands its 3 terms. 4 personal jurisdiction of the United States District Court, 5 Northern District of California, with respect to any proceeding 6 relating to enforcement of this ORDER, including any proceeding 7 relating to contempt of court. 8 form attached hereto. 9 described herein shall retain the original executed copy of such Selman Breitman LLP 10 11 Such person must also consent to be subject to the The certificate shall be in the Counsel making DISCLOSURE to any person as certificate until final termination of this case. a. DISCLOSURE During Depositions. In the event that CONFIDENTIAL INFORMATION is DISCLOSED, revealed, utilized, 13 examined or referred to during depositions, then only QUALIFIED 14 PERSONS, the deponent, and the court reporter shall be present. 15 If CONFIDENTIAL INFORMATION is made exhibits to, or if 16 CONFIDENTIAL INFORMATION is the subject of examination during, a 17 deposition, then arrangements will be made with the court 18 reporter to separately bind those exhibits and those portions of 19 the transcript containing CONFIDENTIAL INFORMATION, and each page 20 on which such CONFIDENTIAL INFORMATION appears shall be stamped 21 with the word "CONFIDENTIAL." 22 portions shall be placed in a sealed envelope or other 23 appropriate sealed container on which shall be endorsed 24 "Balasquez, et. al. v. City of Morgan Hill, et al., Confidential 25 Pursuant to Order in Case No. CV 10 05206 LHK," and a statement 26 ATTORNEYS AT LAW 12 substantially in the following form: 27 28 230894.1 555.30271 Those exhibits and transcript “THIS ENVELOPE IS SEALED PURSUANT TO STIPULATED PROTECTIVE ORDER OF COURT, IN "Balasquez, et. al. v. City of Morgan Hill, et 6 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 al., UNITED STATES DISTRICT COURT, NORTHERN DISTRICT OF 2 CALIFORNIA, CASE NO. CV 10 05206 LHK, AND CONTAINS CONFIDENTIAL 3 DOCUMENTS PRODUCED OR GENERATED BY PARTIES TO THE PROCEEDING. 4 IS NOT TO BE OPENED, OR THE CONTENTS THEREOF TO BE DISCLOSED, 5 EXCEPT TO QUALIFIED PERSONS AS DEFINED BY SAID ORDER." 6 IT Each court reporter participating in any deposition 7 involving CONFIDENTIAL INFORMATION shall be informed of and 8 provided with a copy of this ORDER and exhibit hereto and shall 9 be requested to sign a copy of said exhibit. Furthermore, each court reporter participating in any deposition involving 11 CONFIDENTIAL INFORMATION shall show a copy of this ORDER to any 12 ATTORNEYS AT LAW Selman Breitman LLP 10 other person participating in the preparation of any deposition 13 transcript and shall have such person sign a copy of said 14 exhibit. 15 b. Papers Filed in Court. Counsel for plaintiffs and 16 counsel for defendants are directed to place any documents to be 17 filed under seal with the clerk of the court, pursuant to this 18 ORDER, in an envelope containing the title of the document, 19 marked "SEALED" and labeled: 20 “THIS ENVELOPE IS SEALED PURSUANT TO STIPULATED PROTECTIVE 21 ORDER OF COURT, IN "Balasquez, et. al. v. City of Morgan Hill, et 22 al., UNITED STATES DISTRICT COURT, NORTHERN DISTRICT OF 23 CALIFORNIA, CASE NO. CV 10 05206 LHK, AND CONTAINS CONFIDENTIAL 24 DOCUMENTS. 25 DISCLOSED, ABSENT FURTHER ORDER OF THE COURT." 26 IT IS NOT TO BE OPENED, OR THE CONTENTS THEREOF TO BE Documents to be filed under seal are to be filed directly 27 with the supervisor of the filing window. 28 filing party to so file a document under seal, the producing 230894.1 555.30271 7 Upon failure of the STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 2 party may do so. c. DISCLOSURE to Experts. In case of any DISCLOSURE to an 3 expert, consultant, or other QUALIFIED PERSON under paragraph 4 2(c) above, counsel for the disclosing party shall make 5 reasonable efforts to ensure that the CONFIDENTIAL INFORMATION 6 DISCLOSED is not disseminated in any form to anyone by such 7 expert, consultant, or other QUALIFIED PERSON and that said 8 CONFIDENTIAL INFORMATION and any copies or summaries thereof are 9 returned in their entirety to the disclosing party after they are Selman Breitman LLP 10 11 no longer needed in this action. 6. DISCLOSURE of CONFIDENTIAL INFORMATION to Other Than QUALIFIED PERSONS. 13 CONFIDENTIAL INFORMATION to be DISCLOSED, discussed, or made 14 available to any person other than a QUALIFIED PERSON, such party 15 shall submit to the opposing PARTY a written statement 16 specifically identifying the CONFIDENTIAL INFORMATION to be 17 DISCLOSED and the name, title, and business relationship of the 18 persons with whom they wish to communicate. 19 shall have fifteen (15) calendar days from the date notice was 20 served to object to the DISCLOSURE to any person identified in 21 the notice. 22 conditions of the requested DISCLOSURE, it may be made only on 23 such terms as the Court may provide. 24 disclosure may file with the Court and personally serve on 25 opposing PARTY a written motion for authority to make such 26 DISCLOSURE. 27 ATTORNEYS AT LAW 12 otherwise answer any such motion. 28 230894.1 555.30271 a. In the event that any party desires The opposing PARTY If the PARTIES are unable to agree on the terms and The PARTY seeking Ten (10) days shall be allowed to oppose or Unless opposing PARTY responds timely in writing to the 8 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 fifteen (15)-day notification provided for above, the persons 2 named in the notice shall, subject to the terms and conditions of 3 this ORDER, be entitled to receive only that CONFIDENTIAL 4 INFORMATION specified in this notice. 5 7. DISCLOSURE to Author or Addressee. Nothing in this 6 ORDER shall preclude the DISCLOSURE of CONFIDENTIAL INFORMATION 7 to any person who authored, prepared, was an addressee of, 8 received a copy of, or participated in the preparation of such 9 CONFIDENTIAL INFORMATION. 10 8 The parties shall attempt to resolve each challenge in good faith and must begin the process by conferring directly, in conformity with N.D. Cal. Model Protective Order Section 6.2. Objections To Designation. Should any party to whom 12 such materials, and should the PARTIES be unable to resolve the 13 objection informally, then the objecting party ("the moving 14 party") shall have the burden of moving forward and may move, at 15 any time upon proper notice, for an order determining whether or 16 not the materials are properly designated. 17 filed and resolved by the Court, all materials designated CONFIDENTIAL INFORMATION shall be treated as CONFIDENTIAL. 19 the event such a motion is made, the party opposing the motion 20 (the "opposing party") shall have the burden of providing and 21 establishing that the INFORMATION is protected as privileged 22 within the meaning of and under applicable federal laws and the 23 laws of the State of California. 24 opposing party, shall include, but shall not be limited to, the 25 ATTORNEYS AT LAW CONFIDENTIAL INFORMATION is disclosed object to classification of 18 Selman Breitman LLP 11 burden imposed on any party seeking a protective ORDER. 26 9. Until a motion is In This burden, imposed on the Objections To Production. Nothing in this ORDER shall 27 be deemed to limit or waive any right of any party to object to 28 discovery with respect to any INFORMATION which may be claimed to 230894.1 555.30271 9 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 be outside the scope of discovery for any reason, privileged, or 2 otherwise protected or protectable under applicable federal laws 3 and the laws of the State of California 4 10. Further Protection. Nothing contained in this ORDER seeking and obtaining from the opposing party or the Court, on 7 appropriate showing, a further protective ORDER relating to 8 CONFIDENTIAL INFORMATION or relating to any discovery in this 9 case, (b) to apply to the Court for an ORDER requiring the 10 removal of the CONFIDENTIAL designation from any document 11 pursuant to Paragraph 4 above; and (c) to apply to the Court for 12 ATTORNEYS AT LAW shall be deemed to preclude any party at any time (a) from 6 Selman Breitman LLP 5 any relief from a provision of this Stipulation and ORDER, upon 13 good cause shown. 14 preventing any party from making application to the Court for 15 revision of the terms of this ORDER. 16 17 11. Nothing in this ORDER shall be construed as Contempt. Any violation of the provisions set forth in this ORDER is may be punishable as contempt of this Court. 18 12. 19 a. General Provisions. This ORDER is the result of negotiations by attorneys 20 for the PARTIES and shall not be construed against any party or 21 signatory to this ORDER because that PARTY or their counsel may 22 have drafted this ORDER in whole or in part. 23 construed and interpreted fairly in accordance with its purpose 24 and plain meaning. 25 b. This ORDER shall be This ORDER shall continue to be binding after the 26 conclusion of this litigation, except that a party may seek 27 written permission from the opposing PARTIES or further ORDER of 28 the Court with respect to dissolution or modification of this 230894.1 555.30271 10 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 2 ORDER. c. Within thirty (30) days after the conclusion of this 3 case, any and all original, copy, portion, version, or summary of 4 any CONFIDENTIAL INFORMATION materials in the possession, , other than the Court 5 control, and/or custody of any QUALIFIED PERSON shall be 6 returned. 7 INFORMATION shall verify by declaration under oath that all such 8 INFORMATION has been returned and that it has not retained any 9 such INFORMATION or derivatives therefrom. and court staff, Counsel of record for a PARTY returning CONFIDENTIAL Counsel may retain copies of briefs filed with the Court and work product so long as 11 it is maintained in accordance with this ORDER. 12 ATTORNEYS AT LAW Selman Breitman LLP 10 d. Disclosure of CONFIDENTIAL INFORMATION shall not 13 constitute a waiver of the attorney-client privilege, work- 14 product doctrine, or any other applicable rights or privilege. 15 e. Notices pursuant to this ORDER shall be sent to the 16 attorneys for the PARTIES listed on the signature page of this 17 ORDER unless notified in writing of a change. 18 f. This ORDER shall not be admissible at the time of trial 19 and shall not constitute an admission by any of the PARTIES that 20 INFORMATION identified as CONFIDENTIAL is in fact confidential or 21 the subject of entitlement thereto. 22 solely to expedite discovery and meet the respective concerns of 23 the PARTIES. 24 fact, nor shall it be considered an admission of validity to any 25 claim of confidentiality hereunder except as is necessary to 26 enforce the terms of the ORDER as provided herein. 27 28 230894.1 555.30271 g. This ORDER is entered into This ORDER shall not be made known to any trier of The Court’s jurisdiction to enforce the terms of this order shall extend until six months after the final termination 11 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK 1 2 of this action. The above is stipulated to by counsel for plaintiffs Maria 3 Jesus Balasquez, Rudy Martinez and Rudy Balasquez Martinez, Jr., 4 and by counsel for defendants City of Morgan Hill (erroneously 5 sued herein as City of Morgan Hill Police Department); Chief Of 6 Police Bruce Cumming; Officer Brookman; Officer Max Cervantez; 7 Officer Joseph Burdick; Officer Jerry Neumayer; Jeffrey Brandon; 8 and Det. Brandon Richards as follows: 9 11 DATED: August 23, 2011 12 ATTORNEYS AT LAW Selman Breitman LLP 10 LAW OFFICE OF RONALD Z. BERKI By: 13 14 15 16 17 18 19 20 21 22 DATED: August 23, 2011 /s/ Ronald Z. Berki RONALD Z. BERKI Attorneys for Plaintiffs SELMAN BREITMAN LLP By: /s/ Danielle K. Lewis GREGG A. THORNTON DANIELLE K. LEWIS Attorneys for Defendants City of Morgan Hill (erroneously sued herein as City of Morgan Hill Police Department); Chief Of Police Bruce Cumming; Officer Brookman; Officer Max Cervantez; Officer Joseph Burdick; Officer Jerry Neumayer; Jeffrey Brandon; Det. Brandon Richards 23 24 25 26 27 28 230894.1 555.30271 12 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK ORDER 1 2 IT IS SO ORDERED. 3 4 5 6 Dated: _9/28/2011______ By: ______________________________ Hon. Paul S. Grewal United States Magistrate Judge Northern District of California 7 8 9 11 12 ATTORNEYS AT LAW Selman Breitman LLP 10 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 230894.1 555.30271 13 STIPULATION REGARDING CONFIDENTIALITY AND FOR PROTECTIVE ORDER CV 10 05206 LHK

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