Federal Insurance Company v. Mt. Hawley Insurance Company

Filing 31

CONFIDENTIALITY STIPULATION AND PROTECTIVE ORDER...regarding procedures to be followed that shall govern the handling of confidential material...SO ORDERED. (Signed by Judge Lorna G. Schofield on 7/8/2024) (vfr)

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So Ordered. UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -X : FEDERAL INSURANCE COMPANY, : Plaintiff, : -against: MT. HAWLEY INSURANCE COMPANY : Defendant. Dated: July 8, 2024 New York, New York Civil Acton No.: 24-cv-1557 (LGS) (ECF Case) CONFIDENTIALITY STIPULATION AND -----------------PROPOSED PROTECTIVE ORDER : - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -X WHEREAS, the parties have agreed to the following terms of confidentiality, and the Court having found that good cause exists for the issuance of an appropriately tailored confidentiality order pursuant to Rule 26(c) of the Federal Rules of Civil Procedure, it is hereby ORDERED that the following restrictions and procedures shall apply to the information and documents exchanged by the parties in connection with the pre-trial phase of this action: 1. Counsel for any party may designate any document or information, in whole or in part, as confidential if counsel determines, in good faith, that such designation is necessary to protect the interests of the client in information that is proprietary, a trade secret, or otherwise sensitive non-public information (“Confidential Information”). Information and documents designated by a party as confidential will be stamped “CONFIDENTIAL.” 2. The Confidential Information disclosed will be held and used by the person receiving such information solely for use in connection with the action. 3. In the event a party challenges another party’s designation of confidentiality, counsel shall make a good faith effort to resolve the dispute, and in the absence of a resolution, the challenging party may seek resolution by the Court. Nothing in this Protective Order constitutes an admission by any party that Confidential Information disclosed in this case is relevant or admissible. Each party reserves the right to object to the use or admissibility of the Confidential Information. 4. Documents designated as “CONFIDENTIAL” shall not be disclosed to any person, except: a. The requesting party and counsel, including in-house counsel; b. Employees of such counsel assigned to and necessary to assist in the litigation; c. Consultants or experts assisting in the prosecution or defense of the case, to the extent deemed necessary by counsel, and d. The Court (including the mediator, or other person having access to any Confidential Information by virtue of his or her position with the Court). 5. Prior to disclosing or displaying the Confidential Information to any consultants or experts, counsel must: a. Inform the person of the confidential nature of the information or documents; b. Inform the person that this Court has enjoined the use of the information or documents by him/her for any purpose other than this litigation and has enjoined the disclosure of the information or documents to any other person, and c. Require each such person to sign an agreement to be bound by this Order in the form attached as Exhibit A. 6. The disclosure of a document or information without designating it as “CONFIDENTIAL” shall not constitute a waiver of the right to designate such document or information as “Confidential Information.” If so designated, the document or information thereafter shall be treated as Confidential Information subject to all the terms of the Stipulation and Order. 7. Any Personally Identifying Information (“PII”)(e.g., social security numbers, financial account numbers, passwords, and information that may be used for identity theft) that is not otherwise redacted and exchanged in discovery shall be maintained by the receiving party in a manner that is secure, confidential and shared only with authorized individuals in a secure manner. Nothing herein shall preclude the producing party from asserting legal claims or constitute a waiver of legal; rights and defenses in the event of litigation arising out of the receiving party’s failure to appropriately protect PII from unauthorized disclosure. 8. Pursuant to Federal Rule of Evidence 502, the production of privileged or work product protected documents or communications, electronically stored information (“ESI”) or information, whether inadvertent or otherwise, shall not constitute a waiver of the privilege or protection from discovery in this case or in any federal or state proceeding. This Order shall be interpreted to provide maximum protection allowed by Federal Rule of Evidence 502(d). Nothing contained herein is intended to or shall serve to limit a party’s right to conduct a review of documents, ESI or information (including metadata) for relevance, responsiveness, and/or segregation of privileged and/or protected information before production. 9. Notwithstanding the designation of information as “CONFIDENTIAL” in discovery, there is no presumption that such information shall be filed with the Court under seal. For all requests to file information under seal, the parties shall follow Judge Schofield’s Rule I.D.3. 10. At the conclusion of the litigation, Confidential Information and any copies thereof shall be promptly (and in no event later than 30 days after entry of final judgment no longer subject to further appeal) returned to the producing party or, upon permission of the producing party, destroyed. 11. Nothing herein shall preclude the parties from disclosing material designated to be Confidential Information if otherwise required by law or pursuant to a valid subpoena. 12. The parties acknowledge that the Court retains discretion as to whether, in Orders and Opinions, to afford confidential treatment to information that the parties have redacted, sealed, or designated as confidential. SO STIPULATED AND AGREEED. Dated: July 3, 2024 New York, New York ________________________________ Adam Stein Counsel for Plaintiff Federal Insurance Company ______________________________ Joseph D’Ambrosio Counsel for Defendant Mt. Hawley Insurance Company SO ORDERED. ____________________________________ LORNA G. SCHOFIELD UNITED STATES DISTRICT JUDGE EXHIBIT A UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -X : FEDERAL INSURANCE COMPANY, : Plaintiff, : -against: MT. HAWLEY INSURANCE COMPANY : Defendant. Civil Acton No.: 24-cv-1557 (LGS) (ECF Case) NON-DISCLOSURE AGREEMENT : - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -X I, _____________________________, acknowledge that I have read and understand the Confidentiality Stipulation and Protective Order in this action governing the non-disclosure of those portions of discovery material that have been designated as Confidential. I agree that I will not disclose such material to anyone other than for purposes of this litigation, and that at the conclusion of the litigation, I will either return all discovery material to the party or attorney from whom I received it, or upon permission of the producing party, destroy such discovery material. By acknowledging these obligations under the Confidentiality Stipulation and Protective Order, I understand that I am submitting myself to the jurisdiction of the United States District Court for the Southern District of New York for the purpose of any issue or dispute arising hereunder and that my willful violation of any term of the Protective Order could subject me to punishment for contempt of Court. Dated: _______, 20__. ____________________________ Name (printed) Signed in the presence of: ____________________________ Attorney ______________________________ Signature

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