Morton et al v. County of San Diego et al
Filing
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ORDER Granting 36 Motion for Stipulated Protective Order. Signed by Magistrate Judge Karen S. Crawford on 7/29/2022. (tcf)
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UNITED STATES DISTRICT COURT
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SOUTHERN DISTRICT OF CALIFORNIA
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MARILYN MORTON, Individually, and
as Successor in Interest to JOSEPH
MORTON, and DEAN MORTON,
Individually,
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v.
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COUNTY OF SAN DIEGO,
SAMANTHA MACANLALAY,
Individually, BIJAN RAHMANI,
Individually, HOSANNA ALTO,
Individually, MATTHEW BERLIN,
Individually, LIBERTY HEALTHCARE,
AND DOES 1-10, inclusive,
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STIPULATED PROTECTIVE
ORDER
Plaintiffs,
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Case No.: 21-cv-1428-MMA-KSC
Defendants.
The Court recognizes that at least some of the documents and information
(“materials”) being sought through discovery in the above-captioned action contain
private, privileged or confidential information that is not generally available to the public,
including but not limited to: medical and mental health records, jail records, reports
obtained from the California Law Enforcement Telecommunications System (CLETS), jail
videos, and other materials containing confidential, sensitive information maintained for
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law enforcement purposes; and is contained within any personnel employment file of any
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employee of Defendant County of San Diego. The purpose of this Protective Order is to
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protect the confidentiality and regulate the dissemination of such materials during this
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litigation.
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(“Order”) in this action.
The parties have agreed to be bound by the terms of this Protective Order
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Accordingly, to expedite the flow of information, to facilitate the prompt resolution
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of disputes over confidentiality of discovery materials, to adequately protect information
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the parties are entitled to keep confidential, to ensure that the parties are permitted
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reasonable and necessary uses of such material in preparation for and in the conduct of
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trial, to address their handling at the end of the litigation, and serve the ends of justice, a
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protective order for such information is justified in this matter. It is the intent of the parties
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that information will not be designated as confidential for tactical reasons and that nothing
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be so designated without a good faith belief that it has been maintained in a confidential,
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non-public manner, and there is good cause why it should not be part of the public record
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of this case.
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Good cause appearing, and pursuant to the parties’ stipulation, the Court hereby
ORDERS that:
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DEFINITIONS
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1. The term “confidential information” will mean and include information, as
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defined below, contained or disclosed in any discovery and/or trial materials in this matter.
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The following categories will be deemed “confidential information,” which are subject to
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this Protective Order:
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a. Personal medical, employment, financial or criminal history information,
including, but not limited to:
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1)
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investigations;
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2)
Unredacted video footage of the underlying incident;
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3)
Unredacted photographs documenting the underlying incident;
Law enforcement personnel records, including internal affairs
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4)
Jail records 1;
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Materials related to investigations by the Citizens Law
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Enforcement Review Board that are not subject to disclosure
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under the California Public Records Act;
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6)
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divulging personal medical and/or psychiatric information of
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the Plaintiff;
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7)
Financial information of the parties; and
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8)
Item is contained within any personnel employment file of any
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Mental health and medical records, or materials otherwise
employee of Defendant County of San Diego.
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2.
The term “materials” will include, but is not be limited to: documents;
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correspondence; memoranda; bulletins; blueprints; specifications; customer lists or other
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material that identify customers or potential customers; price lists or schedules or other
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matter identifying pricing; minutes; telegrams; letters; statements; cancelled checks;
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contracts; invoices; drafts; books of account; worksheets; notes of conversations; desk
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diaries; appointment books; expense accounts; recordings; photographs; motion pictures;
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compilations from which information can be obtained and translated into reasonably usable
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form through detection devices; sketches; drawings; notes (including laboratory notebooks
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and records); reports; instructions; disclosures; other writings; models, prototypes, and
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other physical objects.
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3.
The term “counsel” will mean counsel of record, and other attorneys,
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paralegals, secretaries, and other support staff employed by the law firms identified below:
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Office of County Counsel, Collins + Collins, LLP, PHG Law Group and Ericksen
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Arbuthnot.
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This Protective Order shall not be construed as dispensing with the obligation to obtain signed
authorizations before disclosing sensitive third party information, such as the jail or medical records of a
third party witness.
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GENERAL RULES
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Each party to this litigation that produces or discloses any materials, answers
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to interrogatories and requests for admission, trial testimony, deposition testimony, and
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transcripts of trial testimony and depositions, or information that the producing party
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believes should be subject to this Order may designate the same as “CONFIDENTIAL” or
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“CONFIDENTIAL – FOR COUNSEL ONLY.”
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a.
Designation as “CONFIDENTIAL”: A party or non-party subject to
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this Order may only designate documents or other information in this action as
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“CONFIDENTIAL” if the designating party or non-party has an articulable, good faith
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basis to believe that each document or other information designated as confidential
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qualifies for protection under Federal Rule of Civil Procedure 26(c).
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b.
Designation as “CONFIDENTIAL – FOR COUNSEL ONLY”: Any
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party may designate information as “CONFIDENTIAL – FOR COUNSEL ONLY” only
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if, in the good faith belief of such party and its counsel, the information is among that
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considered to be most sensitive by the party, including but not limited to trade secret or
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other confidential research, development, financial or other commercial information.
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5.
In the event the producing party elects to produce materials for inspection, no
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marking need be made by the producing party in advance of the initial inspection. For
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purposes of the initial inspection, all materials produced will be considered as
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“CONFIDENTIAL – FOR COUNSEL ONLY,” and must be treated as such pursuant to
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the terms of this Order. Thereafter, upon selection of specified materials for copying by
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the inspecting party, the producing party must, within a reasonable time prior to producing
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those materials to the inspecting party, mark the copies of those materials that contain
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confidential information with the appropriate confidentiality marking.
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6.
Whenever a deposition taken on behalf of any party involves a disclosure of
confidential information of any party:
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the deposition or portions of the deposition must be designated as
containing confidential information subject to the provisions of this Order; such
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designation must be made on the record whenever possible, but a party may designate
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portions of depositions as containing confidential information after transcription of the
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proceedings; a party will have until 14 calendar days after receipt of the deposition
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transcript to inform the other party or parties to the action of the portions of the transcript
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to be designated “CONFIDENTIAL” or “CONFIDENTIAL – FOR COUNSEL ONLY.”
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b.
the disclosing party will have the right to exclude from attendance at
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the deposition, during such time as the confidential information is to be disclosed, any
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person other than the deponent, counsel (including their staff and associates), the court
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reporter, and the person(s) agreed upon pursuant to Paragraph 9 below; and
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c.
the originals of the deposition transcripts and all copies of the
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deposition must bear the legend “CONFIDENTIAL” or “CONFIDENTIAL – FOR
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COUNSEL ONLY,” as appropriate, and the original or any copy ultimately presented to a
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court for filing must not be filed unless it can be accomplished under seal, identified as
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being subject to this Order, and protected from being opened except by order of the Court.
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7.
All confidential information designated as “CONFIDENTIAL” or
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“CONFIDENTIAL – FOR COUNSEL ONLY” must not be disclosed by the receiving
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party to anyone other than those persons designated within this Order and must be handled
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in the manner set forth below and, in any event, must not be used for any purpose other
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than in connection with this litigation, unless and until such designation is removed either
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by agreement of the parties or by order of the Court.
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8.
Information designated “CONFIDENTIAL – FOR COUNSEL ONLY” must
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be viewed only by counsel (as defined in Paragraph 3) of the receiving party, and by
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independent experts under the conditions set forth in this Paragraph. The right of any
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independent expert to receive any confidential information will be subject to the advance
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approval of such expert by the producing party or by permission of the Court. The party
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seeking approval of an independent expert must provide the producing party with the name
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and curriculum vitae of the proposed independent expert, and an executed copy of the form
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attached hereto as Exhibit A, in advance of providing any confidential information of the
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producing party to the expert. Any objection by the producing party to an independent
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expert receiving confidential information must be made in writing within 14 calendar days
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following receipt of the identification of the proposed expert. Confidential information may
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be disclosed to an independent expert if the fourteen-day period has passed and no
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objection has been made. The approval of independent experts must not be unreasonably
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withheld.
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9.
Information designated “confidential” must be viewed only by counsel (as
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defined in Paragraph 3) of the receiving party, by independent experts (pursuant to the
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terms of Paragraph 8), by court personnel, and by the additional individuals listed below,
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provided each such individual has read this Order in advance of disclosure and has
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executed a copy of the form attached hereto as Exhibit A:
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a. Executives who are required to participate in policy decisions with
reference to this action;
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b. Technical personnel of the parties with whom counsel for the parties find it
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necessary to consult, in the discretion of such counsel, in preparation for trial of this action;
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and
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c. Stenographic and clerical employees associated with the individuals
identified above.
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10. With respect to material designated “CONFIDENTIAL” or “CONFIDENTIAL
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–FOR COUNSEL ONLY,” any person indicated on the face of the document to be its
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originator, author, or a recipient of a copy of the document, may be shown the same.
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11.
All information which has been designated as “CONFIDENTIAL” or
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“CONFIDENTIAL – FOR COUNSEL ONLY” by the producing or disclosing party, and
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any and all reproductions of that information, must be retained in the custody of the counsel
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for the receiving party identified in Paragraph 3, except that independent experts authorized
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to view such information under the terms of this Order may retain custody of copies such
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as are necessary for their participation in this litigation.
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///
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12.
Before any materials produced in discovery, answers to interrogatories or
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requests for admissions, deposition transcripts, or other documents which are designated
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as confidential information are filed with the Court for any purpose, the party seeking to
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file such material must seek permission of the Court to file the material under seal. An
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application to file a document under seal shall be served on opposing counsel, and on the
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person or entity that has custody and control of the document, if different from opposing
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counsel. If the application to file a document designated as confidential under seal is being
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made by the non-designating party, then, upon request, the designating party must promptly
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provide the applicant with a legal basis for the confidential designation to include in the
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application. If opposing counsel, or the person or entity that has custody and control of the
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document, wishes to oppose the application, he/she must contact the chambers of the judge
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who will rule on the application, to notify the judge’s staff that an opposition to the
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application will be filed.
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13.
No party may file any document under seal, except pursuant to a court order
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that authorizes the filing of the document, or portion of the document, under seal. A sealing
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order will issue only upon a showing that the information is privileged or protectable under
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the law. The party seeking to file under seal must limit its sealing request to the specific
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portion of the document that contains the confidential or privileged material.
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14.
At any stage of these proceedings, any party may object to a designation of
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materials as confidential information. The objecting part must notify the designating party,
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in writing, of the materials objected to and the ground(s) for the objection. Thereafter, lead
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counsel (or attorneys with full authority to make decisions and bind the client without later
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seeking approval from a supervising attorney) must promptly meet and confer, pursuant to
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Local Rule 26.1.a. If the dispute is not resolved within seven (7) days of receipt of the
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objections, and after counsel have thoroughly and completely met and conferred, the
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parties must place a joint call to the assigned magistrate judge’s chambers to explain the
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dispute and the parties’ respective positions. The materials at issue must be treated as
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confidential until the Court has ruled on the objection or the matter has been otherwise
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resolved.
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15.
All confidential information must be held in confidence by those inspecting
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or receiving it and must be used only for purposes of this action. Counsel for each party,
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and each person receiving confidential information, must take reasonable precautions to
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prevent the unauthorized or inadvertent disclosure of such information. If confidential
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information is disclosed to any person other than a person authorized by this Order, the
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party responsible for the unauthorized disclosure must immediately bring all pertinent facts
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relating to the unauthorized disclosure to the attention of the other parties and, without
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prejudice to any rights and remedies of the other parties, make every effort to prevent
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further disclosure by the party and by the person(s) receiving the unauthorized disclosure.
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16.
No party will be responsible to another party for disclosure of confidential
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information under this Order if the information in question is not labeled or otherwise
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identified as such in accordance with this Order.
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17.
If a party, through inadvertence, produces any confidential information
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without labeling or marking or otherwise designating it as such in accordance with this
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Order, the designating party may give written notice to the receiving party that the
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document or thing produced is deemed confidential information, and that the document or
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thing produced should be treated as such in accordance with that designation under this
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Order. The receiving party must treat the materials as confidential, once the designating
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party so notifies the receiving party. If the receiving party has disclosed the materials
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before receiving the designation, the receiving party must notify the designating party in
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writing of each such disclosure.
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18.
Nothing within this Order will prejudice the right of any party to object to the
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production of any discovery material on the grounds that the material is protected as
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privileged, violative of an individual’s privacy rights, on the grounds that the materials
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require a signed authorization, or as attorney work product.
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19.
Nothing in this Order will bar counsel from rendering advice to their clients
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with respect to this litigation and, in the course thereof, relying upon any information
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designated as confidential information, provided that the contents of the information must
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not be disclosed.
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20.
This Order will be without prejudice to the right of any party to oppose
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production of any information for lack of relevance or any other ground other than the mere
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presence of confidential information. The existence of this Order must not be used by
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either party as a basis for discovery that is otherwise improper under the Federal Rules of
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Civil Procedure.
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21.
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Nothing within this Order will be construed to prevent disclosure of
confidential information if such disclosure is required by law or by order of the Court.
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Upon final termination of this action, including any and all appeals, counsel
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for each party must, upon request of the producing party, return all confidential information
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to the party that produced the information, including any copies, excerpts, and summaries
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of that information, or must destroy the same, at the option of the receiving party, and must
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purge all such information from all machine-readable media on which it resides.
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Notwithstanding the foregoing, counsel for each party may retain all pleadings, briefs,
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memoranda, motions, and other documents filed with the Court that refer to or incorporate
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confidential information, and will continue to be bound by this Order with respect to all
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such retained information. Further, attorney work product materials that contain
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confidential information need not be destroyed, but, if they are not destroyed, the person
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in possession of the attorney work product will continue to be bound by this Order with
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respect to all such retained information.
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23. Absent an ex parte motion made within 10 calendar days of the termination of
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the case, the parties understand that the Court will destroy any confidential documents in
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its possession.
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24. The restrictions and obligations set forth within this Order will not apply to any
information that:
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a.
the parties agree should not be designated confidential information;
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b.
the parties agree, or the Court rules, is already public knowledge;
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c.
the parties agree, or the Court rules, has become public knowledge,
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other than as a result of disclosure by the receiving party, its employees, or its agents in
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violation of this Order; or
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has come or will come into the receiving party’s legitimate knowledge
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independently of the production by the designating party. Prior knowledge must be
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established by pre-production documentation.
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The restrictions and obligations within this Order will not be deemed to
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prohibit discussions of any confidential information with anyone if that person already has
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or obtains legitimate possession of that information.
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transmission is acceptable for all notification purposes within this Order.
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27.
This Order may be modified by agreement of the parties, subject to approval
by the Court.
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Transmission by e-mail or some other currently utilized method of
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The Court may modify the terms and conditions of this Order for good cause,
or in the interest of justice, or for public policy reasons.
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Without separate court order, this Order and the parties’ stipulation do not
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change, amend, or circumvent any court rule or local rule.
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///
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30.
Nothing shall be filed under seal, and the Court shall not be required to take
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any action, without separate prior order by the Judge before whom the hearing or
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proceeding will take place, after application by the affected party with appropriate notice
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to opposing counsel. The parties shall follow and abide by applicable law, including Civ.
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L.R. 79.2, ECF Administrative Policies and Procedures, Section II.j, and the chambers’
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rules, with respect to filing documents under seal.
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31.
The Court may modify the protective order in the interests of justice or for
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public policy reasons.
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IT IS SO ORDERED.
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Dated: July 29, 2022
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