Bartell J. Cope v. State Farm General Insurance Company

Filing 13

STIPULATED PROTECTIVE ORDER re 12 (MODIFIED BY THE COURT). Signed by Magistrate Judge Virginia K. DeMarchi on 3/5/2025. (vkdlc2, COURT STAFF) (Filed on 3/5/2025)

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1 2 3 4 5 6 7 A Professional Corporation Menlo Park 8 TODD A. ROBERTS (SBN 129722) ALEXANDRIA C. CARRAHER (SBN 299258) ISABELLA S. GODINHO (SBN 353696) ROPERS MAJESKI PC 535 Middlefield Road, Suite 245 Menlo Park, CA 94025 Telephone: 650.364.8200 Facsimile: 650.780.1701 Email: todd.roberts@ropers.com alexandria.carraher@ropers.com isabella.godinho@ropers.com Attorneys for Defendant STATE FARM GENERAL INSURANCE COMPANY 9 UNITED STATES DISTRICT COURT 10 NORTHERN DISTRICT OF CALIFORNIA 11 12 14 BARTELL J. COPE, INDIVIDUALLY AND AS TRUSTEE OF THE BARTELL J. COPE LIVING TRUST UNDER TRUST INSTRUMENT DATED OCTOBER 17, 2017, 15 Plaintiff, 13 16 17 18 19 v. Case No.: 5:24-cv-08802-VKD [Assigned to the Magistrate Virginia K. DeMarchi] [Santa Cruz County Superior Court Action No. 24CV02036] STIPULATED PROTECTIVE ORDER STATE FARM GENERAL INSURANCE COMPANY; and DOES 1 THROUGH 10, INCLUSIVE, RE: Dkt. No. 12 MODIFIED BY THE COURT Defendant. 20 21 Defendant State Farm General Insurance Company (“State Farm”) and Plaintiff Bartell J. 22 Cope hereby stipulate to the following protective order with respect to and to accommodate 23 discovery of certain information and/or documents in this matter. 24 1. PURPOSES AND LIMITATIONS 25 Disclosure and discovery activity in this action may involve production of confidential, 26 proprietary, or private information for which special protection from public disclosure and from 27 use for any purpose other than prosecuting this litigation may be warranted. Accordingly, the 28 parties hereby stipulate to and petition the court to enter the following Stipulated Protective Order. 4927-4033-6671.1 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 The parties acknowledge that this Order does not confer blanket protections on all disclosures or 2 responses to discovery and that the protection it affords from public disclosure and use extends 3 only to the limited information or items that are entitled to confidential treatment under the 4 applicable legal principles. The parties further acknowledge, as set forth in Section 12.3, below, 5 that this Stipulated Protective Order does not entitle them to file confidential information under 6 seal; Civil Local Rule 79-5 sets forth the procedures that must be followed and the standards that 7 will be applied when a party seeks permission from the court to file material under seal. 8 2. A Professional Corporation Menlo Park 9 10 11 DEFINITIONS 2.1 Challenging Party: A Party or Non-Party that challenges the designation of information or items under this Order. 2.2 “CONFIDENTIAL” Information or Items: information (regardless of how it is 12 generated, stored or maintained) or tangible things that qualify for protection under Federal Rule 13 of Civil Procedure 26(c) and that a Party or third-party reasonably, in good faith believes contains 14 any confidential research, development, trade secret, or commercial information, or any other 15 personal information of any Party or a Party’s customer, provided that the Party or third-party has 16 made efforts to maintain confidentiality that are reasonable under the circumstances, whether the 17 CONFIDENTIAL Information is: a document, electronically stored information (“ESI”), or other 18 written material or image; information contained in a document, ESI, or other material; 19 information revealed during a deposition; information revealed in an interrogatory, answer, or 20 written responses to discovery; information revealed during a meet and confer, or otherwise in 21 connection with formal or informal discovery.). 22 23 24 2.3 Counsel (without qualifier): Outside Counsel of Record and House Counsel (as well as their support staff). 2.4 Designating Party: A Party or Non-Party that designates information or items that 25 it produces in disclosures or in responses to discovery as “CONFIDENTIAL” or “Confidential 26 Information and/or Trade Secret Information.” 27 28 2.5 Disclosure or Discovery Material: all items or information, regardless of the medium or manner in which it is generated, stored, or maintained (including, among other things, 4927-4033-6671.1 -2STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 testimony, transcripts, and tangible things), that are produced or generated in disclosures or 2 responses to discovery in this matter. 3 2.6 4 the litigation who has been retained by a Party or its counsel to serve as an expert witness or as a 5 consultant in this action. 6 7 2.7 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. 8 A Professional Corporation Menlo Park Expert: a person with specialized knowledge or experience in a matter pertinent to 2.8 Non-Party: any natural person, partnership, corporation, association, or other legal entity not named as a Party to this action. 10 2.9 Outside Counsel of Record: attorneys who are not employees of a party to this 11 action but are retained to represent or advise a party to this action and have appeared in this action 12 on behalf of that party or have been retained to represent or advise a party to this action or issues 13 related to this action. 14 2.10 15 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). 16 2.11 17 Material in this action. 18 2.12 Producing Party: A Party or Non-Party that produces Disclosure or Discovery Professional Vendors: persons or entities that provide litigation support services 19 (e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, and organizing, 20 storing, or retrieving data in any form or medium, etc.) and their employees and subcontractors. 21 2.13 Protected Material: any Disclosure or Discovery Material that is designated as 22 “CONFIDENTIAL” or “CONFIDENTIAL Pursuant to Protective Order” or “Confidential 23 Information and/or Trade Secret Information.” 24 2.14 25 Producing Party. 26 3. Receiving Party: A Party that receives Disclosure or Discovery Material from a SCOPE 27 The protections conferred by this Stipulation and Order cover not only Protected Material 28 (as defined above), but also (1) any information copied or extracted from Protected Material; (2) 4927-4033-6671.1 -3STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD A Professional Corporation Menlo Park 1 all 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 5 Receiving Party or becomes part of the public domain after its disclosure to a Receiving Party as a 6 result of publication not involving a violation of this Order, including becoming part of the public 7 record through trial or otherwise; and (b) any information known to the Receiving Party prior to 8 the disclosure or obtained by the Receiving Party after the disclosure from a source who obtained 9 the information lawfully and under no obligation of confidentiality to the Designating Party. Any 10 use of 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 15 and defenses in this action, with or without prejudice; and (2) final judgment herein after the 16 completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, 17 including the time limits for filing any motions or applications for extension of time pursuant to 18 applicable law. 19 5. 20 DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party or 21 Non-Party that designates information or items for protection under this Order must take care to 22 limit any such designation to specific material that qualifies under the appropriate standards. The 23 Designating Party must designate for protection only those parts of material, documents, items, or 24 oral or written communications that qualify – so that other portions of the material, documents, 25 items, or communications for which protection is not warranted are not swept unjustifiably within 26 the ambit of this Order. 27 28 Mass, indiscriminate, or routinized designations are prohibited. Designations that are shown to be clearly unjustified or that have been made for an improper purpose (e.g., to 4927-4033-6671.1 -4STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 unnecessarily encumber or retard the case development process or to impose unnecessary expenses 2 and burdens on other parties) may expose the Designating Party to sanctions. If it comes to a 3 Designating Party’s attention that information or items that it designated for protection do not 4 qualify for protection, that Designating Party must promptly notify all other Parties that it is 5 withdrawing the mistaken designation. A Professional Corporation Menlo Park 6 5.2 Manner and Timing of Designations. Except as otherwise provided in this Order 7 (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or ordered, 8 Disclosure or Discovery Material that qualifies for protection under this Order must be clearly so 9 designated before the material is disclosed or produced. 10 Designation in conformity with this Order requires: 11 (a) for information in documentary form (e.g., paper or electronic documents, but 12 excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing Party 13 affix the legend “CONFIDENTIAL Pursuant to Protective Order” to each page that contains 14 protected material. If only a portion or portions of the material on a page qualifies for protection, 15 the Producing Party also must clearly identify the protected portion(s) (e.g., by making appropriate 16 markings in the margins). 17 A Party or Non-Party that makes original documents or materials available for inspection 18 need not designate them for protection until after the inspecting Party has indicated which material 19 it would like copied and produced. During the inspection and before the designation, all of the 20 material made available for inspection shall be deemed “CONFIDENTIAL Pursuant to Protective 21 Order.” After the inspecting Party has identified the documents it wants copied and produced, the 22 Producing Party must determine which documents, or portions thereof, qualify for protection under 23 this Order. Then, before producing the specified documents, the Producing Party must affix the 24 “CONFIDENTIAL” or “CONFIDENTIAL Pursuant to Protective Order” or “Confidential 25 Information and/or Trade Secret Information.” legend to each page that contains Protected 26 Material. If only a portion or portions of the material on a page qualifies for protection, the 27 Producing Party also must clearly identify the protected portion(s) (e.g., by making appropriate 28 markings in the margins). 4927-4033-6671.1 -5STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD A Professional Corporation Menlo Park 1 (b) for testimony given in deposition or in other pretrial or trial proceedings, that 2 the Designating Party identify on the record, before the close of the deposition, hearing, or other 3 proceeding, all protected testimony or by written notice of counsel for plaintiffs no later than thirty 4 (30) days after receipt of the transcript of said deposition, hearing or other proceeding, all 5 protected testimony. All testimony, regardless of whether designated as “CONFIDENTIAL” or 6 “CONFIDENTIAL Pursuant to Protective Order” or “Confidential Information and/or Trade 7 Secret Information.” on the record, shall be treated as “CONFIDENTIAL” until thirty (30) days 8 after receipt of the transcript of said deposition, hearing or other proceeding by all parties. Certain 9 depositions, hearings or other proceedings may, in their entirety, be designated 10 “CONFIDENTIAL” or “CONFIDENTIAL Pursuant to Protective Order” or “Confidential 11 Information and/or Trade Secret Information.” prior to being taken because of the anticipated 12 testimony. Furthermore, any document designated as “CONFIDENTIAL” or “CONFIDENTIAL 13 Pursuant to Protective Order” or “Confidential Information and/or Trade Secret Information.” shall 14 maintain that designation and the protections afforded thereto if introduced or discussed during a 15 deposition, hearing or other proceeding. 16 (c) for information produced in some form other than documentary and for any 17 other tangible items, that the Producing Party affix in a prominent place on the exterior of the 18 container or containers in which the information or item is stored the legend “CONFIDENTIAL 19 Pursuant to Protective Order” and/or alter the file name of the native ESI to include 20 “CONFIDENTIAL” or “Conf.” and shall inform all recipients in writing of the designation at the 21 time that the ESI is produced. If only a portion or portions of the information or item warrant 22 protection, the Producing Party, to the extent practicable, shall identify the protected portion(s). 23 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent or 24 unintentional failure to designate qualified information or items does not, standing alone, waive 25 the Designating Party’s right to secure protection under this Order for such material. Upon timely 26 correction of a designation, the Receiving Party must make reasonable efforts to assure that the 27 material is treated in accordance with the provisions of this Order. 28 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 4927-4033-6671.1 -6STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 Timing of Challenges. Any Party or Non-Party may challenge a designation of 2 confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 3 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 4 burdens, or a significant disruption or delay of the litigation, a Party does not waive its right to 5 challenge a confidentiality designation by electing not to mount a challenge promptly after the 6 original designation is disclosed. 7 A Professional Corporation Menlo Park 6.1 6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution 8 process by providing written notice of each designation it is challenging and describing the basis 9 for each challenge. To avoid ambiguity as to whether a challenge has been made, the written notice 10 must recite that the challenge to confidentiality is being made in accordance with this specific 11 paragraph of the Protective Order. The parties shall attempt to resolve each challenge in good faith 12 and must begin the process by conferring directly (in voice to voice dialogue; other forms of 13 communication are not sufficient) within 14 days of the date of service of notice. In conferring, the 14 Challenging Party must explain the basis for its belief that the confidentiality designation was not 15 proper and must give the Designating Party a reasonable opportunity to review the designated 16 material, to reconsider the circumstances, and, if no change in designation is offered, to explain the 17 basis for the chosen designation. A Challenging Party may proceed to the next stage of the 18 challenge process only if it has engaged in this meet and confer process first or establishes that the 19 Designating Party is unwilling to participate in the meet and confer process in a timely manner. 20 22 Judicial Intervention. If the Parties cannot resolve a challenge without court they shall comply with the discovery dispute procedure set out in Judge DeMarchi's intervention, the Designating Party shall file and serve a motion to retain confidentiality under Standing Order for Civil Cases. Civil Local Rule 7 (and in compliance with Civil Local Rule 79-5, if applicable) within 21 days of 23 the initial notice of challenge or within 14 days of the parties agreeing that the meet and confer 24 process will not resolve their dispute, whichever is earlier. Each such motion must be accompanied 25 27 by a competent declaration affirming that the movant has complied with the meet and confer seek court requirements imposed in the preceding paragraph. Failure by the Designating Party to make such a intervention within the period set out in the Standing Order for Civil Cases motion including the required declaration within 21 days (or 14 days, if applicable) shall 28 automatically waive the confidentiality designation for each challenged designation. In addition, 21 26 6.3 4927-4033-6671.1 -7STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 2 4 there is good cause for doing so, including a challenge to the designation of a deposition transcript In any discovery letter brief filed pursuant to this provision, the parties or any portions thereof. Any motion brought pursuant to this provision must be accompanied by a shall attest that they have competent declaration affirming that the movant has complied with the meet and confer 5 requirements imposed by the preceding paragraph. and the Standing Order for Civil Cases. 3 A Professional Corporation Menlo Park seek relief with respect to the Challenging Party may file a motion challenging a confidentiality designation at any time if 6 The burden of persuasion in any such challenge proceeding shall be on the Designating 7 Party. Frivolous challenges, and those made for an improper purpose (e.g., to harass or impose 8 unnecessary expenses and burdens on other parties) may expose the Challenging Party to 9 10 sanctions. Unless the Designating Party has waived the confidentiality designation by failing to file seek court intervention a motion to retain confidentiality as described above, all parties shall continue to afford the 11 material in question the level of protection to which it is entitled under the Producing Party’s 12 designation until the court rules on the challenge. 13 7. ACCESS TO AND USE OF PROTECTED MATERIAL 14 7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or 15 produced by another Party or by a Non-Party in connection with this case only for prosecuting, 16 defending, or attempting to settle this litigation. Such Protected Material may be disclosed only to 17 the categories of persons and under the conditions described in this Order. 18 19 20 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 Final Disposition. Nothing in this Protective Order disallows State Farm from: 21 (a) complying with any state or federal law or regulation, including reporting of 22 information to a regulator or government entity as permitted and/or required by applicable state 23 and federal law; 24 25 (b) adding information discovered that is relevant to a claim to the relevant electronic record in its electronic claim system; 26 27 (c) disclosing evidence of a crime or fraud; retaining information necessary to meet mandated retention requirements; or, 28 (d) retaining copies of Protected Information that may exist on back-up media or 4927-4033-6671.1 -8STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 other computer or archive storage not regularly accessed by business users in the ordinary course 2 Provided that should a copy of the Confidential Information be accessed it will not be used for a 3 purpose inconsistent with this Order. 4 5 (e) reporting information as permitted and/or required by applicable state and federal law, including reporting to the Insurance Services Office, Inc or, A Professional Corporation Menlo Park 6 (f) retaining copies of Protected Information that may exist on back-up media or 7 other computer or archive storage not regularly accessed by business users in the ordinary course, 8 provided that should a copy of the Confidential Information be accessed it will not be used for a 9 purpose inconsistent with this Order. 10 7.3 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise ordered 11 by the court or permitted in writing by the Designating Party, a Receiving Party may disclose any 12 information or item designated “CONFIDENTIAL” or “CONFIDENTIAL Pursuant to Protective 13 Order” or “Confidential Information and/or Trade Secret Information.” only to: 14 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as 15 employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 16 information for this litigation; 17 18 (b) the officers, directors, and employees (including House Counsel) of the Receiving Party to whom disclosure is reasonably necessary for this litigation; 19 (c) Experts (as defined in this Order) of the Receiving Party to whom disclosure is 20 reasonably necessary for this litigation and who have signed the “Acknowledgment and 21 Agreement to Be Bound” (Exhibit A); 22 (d) the court and its personnel; 23 (e) court reporters and their staff, professional jury or trial consultants, mock 24 jurors, and Professional Vendors to whom disclosure is reasonably necessary for this litigation and 25 who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 26 (f) during their depositions, witnesses in the action to whom disclosure is 27 reasonably necessary and who have signed the “Acknowledgment and Agreement to Be Bound” 28 (Exhibit A), unless otherwise agreed by the Designating Party or ordered by the court. Pages of 4927-4033-6671.1 -9STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 transcribed deposition testimony or exhibits to depositions that reveal Protected Material must be 2 separately bound by the court reporter and may not be disclosed to anyone except as permitted 3 under this Stipulated Protective Order. 4 5 (g) the author or recipient of a document containing the information or a custodian or other person who otherwise lawfully possessed or knew the information. 6 7 (h) law enforcement officers, and/or other government agencies, as permitted or required by applicable state and federal law. 8 A Professional Corporation Menlo Park 9 (i) a jury involved in litigation concerning the claims and any defenses to any claims in this lawsuit. 10 (j) anyone as otherwise required by law. 11 (k) as authorized by the Parties’ specifically. 12 8. 13 PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION 14 If a Party is served with a subpoena or a court order issued in other litigation that compels 15 disclosure of any information or items designated in this action as “CONFIDENTIAL,” that Party 16 must: 17 18 (a) promptly notify in writing the Designating Party. Such notification shall include a copy of the subpoena or court order; 19 (b) promptly notify in writing the party who caused the subpoena or order to issue 20 in the other litigation that some or all of the material covered by the subpoena or order is subject to 21 this Protective Order. Such notification shall include a copy of this Stipulated Protective Order; 22 and 23 24 25 (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 26 or court order shall not produce any information designated in this action as “CONFIDENTIAL” 27 before a determination by the court from which the subpoena or order issued, unless the Party has 28 obtained the Designating Party’s permission. The Designating Party shall bear the burden and 4927-4033-6671.1 - 10 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 expense of seeking protection in that court of its confidential material – and nothing in these 2 provisions should be construed as authorizing or encouraging a Receiving Party in this action to 3 disobey a lawful directive from another court. 4 9. 5 A Professional Corporation Menlo Park 6 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 7 action and designated as “CONFIDENTIAL.” Such information produced by Non-Parties in 8 connection with this litigation is protected by the remedies and relief provided by this Order. 9 Nothing in these provisions should be construed as prohibiting a Non-Party from seeking 10 additional protections. 11 (b) In the event that a Party is required, by a valid discovery request, to produce a Non- 12 Party’s confidential information in its possession, and the Party is subject to an agreement with the 13 Non-Party not to produce the Non-Party’s confidential information, then the Party shall: 14 15 (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; 16 (2) promptly provide the Non-Party with a copy of the Stipulated Protective Order 17 in this litigation, the relevant discovery request(s), and a reasonably specific description of the 18 information requested; and 19 (3) make the information requested available for inspection by the Non-Party. 20 (c) If the Non-Party fails to object or seek a protective order from this court within 14 days 21 of receiving the notice and accompanying information, the Receiving Party may produce the Non- 22 Party’s confidential information responsive to the discovery request. If the Non-Party timely seeks 23 a protective order, the Receiving Party shall not produce any information in its possession or 24 control that is subject to the confidentiality agreement with the Non-Party before a determination 25 by the court. Absent a court order to the contrary, the Non-Party shall bear the burden and expense 26 of seeking protection in this court of its Protected Material. 27 10. 28 UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 4927-4033-6671.1 - 11 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 Material to any person or in any circumstance not authorized under this Stipulated Protective 2 Order, the Receiving Party must immediately (a) notify in writing the Designating Party of the 3 unauthorized disclosures, (b) use its best efforts to retrieve all unauthorized copies of the Protected 4 Material, (c) inform the person or persons to whom unauthorized disclosures were made of all the 5 terms of this Order, and (d) request such person or persons to execute the “Acknowledgment and 6 Agreement to Be Bound” that is attached hereto as Exhibit A. 7 11. A Professional Corporation Menlo Park 8 INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL 9 When a Producing Party gives notice to Receiving Parties that certain inadvertently 10 produced material is subject to a claim of privilege or other protection, the obligations of the 11 Receiving Parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This provision 12 is not intended to modify whatever procedure may be established in an e-discovery order that 13 provides for production without prior privilege review. Pursuant to Federal Rule of Evidence 14 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure of a 15 communication or information covered by the attorney-client privilege or work product protection, 16 the parties may incorporate their agreement in the stipulated protective order submitted to the 17 court. 18 12. 19 20 21 MISCELLANEOUS 12.1 Right to Further Relief. Nothing in this Order abridges the right of any person to seek its modification by the court in the future. 12.2 Right to Assert Other Objections. By stipulating to the entry of this Protective 22 Order no Party waives any right it otherwise would have to object to disclosing or producing any 23 information or item on any ground not addressed in this Stipulated Protective Order. Similarly, no 24 Party waives any right to object on any ground to use in evidence of any of the material covered by 25 this Protective Order. 26 12.3 Filing Protected Material. Without written permission from the Designating Party 27 or a court order secured after appropriate notice to all interested persons, a Party may not file in the 28 public record in this action any Protected Material. A Party that seeks to file under seal any 4927-4033-6671.1 - 12 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 Protected Material must comply with Civil Local Rule 79-5. Protected Material may only be filed 2 under seal pursuant to a court order authorizing the sealing of the specific Protected Material at 3 issue. Pursuant to Civil Local Rule 79-5, a sealing order will issue only upon a request establishing 4 that the Protected Material at issue is privileged, protectable as a trade secret, or otherwise entitled 5 7 to protection under the law. If a Receiving Party's request to file Protected Material under seal the effect of the Court's ruling on pursuant to Civil Local Rule 79-5 is denied by the court, then the Receiving Party may file the that request is as set forth in Civil Local Rule 79-5(g). information in the public record pursuant to Civil Local Rule 79-5 unless otherwise instructed by 8 the court. 9 13. A Professional Corporation Menlo Park 6 FINAL DISPOSITION 10 Subject to paragraph 7.2 above, within 60 days after the final disposition of this action, as 11 defined in paragraph 4, each Receiving Party must return all Protected Material to each Producing 12 Party or destroy such material. As used in this subdivision, “all Protected Material” includes all 13 copies, abstracts, compilations, summaries, and any other format reproducing or capturing any of 14 the Protected Material. Whether the Protected Material is returned or destroyed, the Receiving 15 Party must submit a written certification to the Producing Party by the 60 day deadline that (1) 16 identifies (by bates number or, if none is available, by category) all the Protected Material that was 17 returned or destroyed and (2) affirms that the Receiving Party has not retained any copies, 18 abstracts, compilations, summaries or any other format reproducing or capturing any of the 19 Protected Material. In addition, Counsel for the Receiving Party shall confirm the total number of 20 Exhibit A signatories they had executed during the litigation and certify under the penalty of 21 perjury that all the Confidential Information and/or Trade Secret Information provided pursuant to 22 those has been destroyed consistent with the provisions of this paragraph. Notwithstanding this 23 provision, Counsel are entitled to retain an archival copy of all pleadings, motion papers, trial, 24 deposition, and hearing transcripts, legal memoranda, correspondence, deposition and trial 25 exhibits, expert reports, attorney work product, and consultant and expert work product, even if 26 such materials contain Protected Material. Any such archival copies that contain or constitute 27 Protected Material remain subject to this Protective Order as set forth in Section 4. To the extent 28 that this Protective Order requires the destruction or return of documents at the conclusion of this 4927-4033-6671.1 - 13 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 case, this requirement is not intended to require Defendants to return or destroy any document they 2 are otherwise required by law to maintain. 3 In the event a dispute arises regarding the disclosure, return, or destruction of Protected 4 Material, this Court shall have jurisdiction over such dispute, even after final disposition of this 5 litigation as set forth in Section 4. 6 7 Dated: March 3 , 2025 8 J. Kenneth Gorman Attorneys for Plaintiff Bartell J. Cope A Professional Corporation Menlo Park 9 10 11 12 Dated: March 3, 2025 13 /s/ Todd A. Roberts Todd A. Roberts Alexandria C. Carraher Isabella S. Godinho Attorneys for Defendant STATE FARM GENERAL INSURANCE COMPANY 14 15 16 17 18 19 AS MODIFIED BY THE COURT, PURSUANT TO STIPULATION, IT IS SO ORDERED. ^ 20 March 5, 2025 Dated: _____________ 21 -------- ------------------ HONORABLE United States Magistrate Judge Virginia K. DeMarchi 22 23 24 25 26 27 28 4927-4033-6671.1 - 14 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND A Professional Corporation Menlo Park 3 I, _____________________________ [print or type full name], of _________________ 4 [print or type full address], declare under penalty of perjury that I have read in its entirety and 5 understand the Stipulated Protective Order that was issued by the United States District Court for 6 the Northern District of California on __________ [date] in the case of 5:24-cv-08802-VKD - 7 Bartell J. Cope v. State Farm General Insurance Company. I agree to comply with and to be 8 bound by all the terms of this Stipulated Protective Order and I understand and acknowledge that 9 failure to so comply could expose me to sanctions and punishment in the nature of contempt. I 10 solemnly promise that I will not disclose in any manner any information or item that is subject to 11 this Stipulated Protective Order to any person or entity except in strict compliance with the 12 provisions of this Order. 13 I further agree to submit to the jurisdiction of the United States District Court for the 14 Northern District of California for the purpose of enforcing the terms of this Stipulated Protective 15 Order, even if such enforcement proceedings occur after termination of this action. 16 I hereby appoint __________________________ [print or type full name] of 17 _______________________________________ [print or type full address and telephone number] 18 as my California agent for service of process in connection with this action or any proceedings 19 related to enforcement of this Stipulated Protective Order. 20 21 Date: ______________________________________ 22 City and State where sworn and signed: _________________________________ 23 24 Printed name: _______________________________ 25 26 Signature: __________________________________ 27 28 4927-4033-6671.1 - 15 STIPULATED PROTECTIVE ORDER CASE NO.: 5:24-CV-08802-VKD

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