Hoffman v. One Technologies, LLC

Filing 29

STIPULATED PROTECTIVE ORDER re parties' 27 Stipulation, signed by Judge Robert S. Lasnik. (SWT)

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1 Honorable Robert S. Lasnik 2 3 4 5 6 UNITED STATES DISTRICT COURT WESTERN DISTRICT OF WASHINGTON 7 8 MARK HOFFMAN, on his own behalf and on behalf of other similarly situated persons, 9 Case No. 2:16-cv-01006-RSL 10 Plaintiff, vs. 11 STIPULATED PROTECTIVE ORDER ONE TECHNOLOGIES, LLC 12 Defendant. 13 14 1. PURPOSES AND LIMITATIONS 15 Discovery in this action is likely to involve production of confidential, proprietary, or 16 private information for which special protection may be warranted. Accordingly, the parties 17 18 19 hereby stipulate to and petition the court to enter the following Stipulated Protective Order. The parties acknowledge that this agreement is consistent with LCR 26(c). It does not confer blanket protection on all disclosures or responses to discovery, the protection it affords from public 20 21 22 23 disclosure and use extends only to the limited information or items that are entitled to confidential treatment under the applicable legal principles, and it does not presumptively entitle parties to file confidential information under seal. 24 25 STIPULATED PROTECTIVE ORDER Page 1 of 11 1 2. “CONFIDENTIAL” MATERIAL 2 “Confidential” material shall include the following documents and tangible things 3 produced or otherwise exchanged having proprietary, trade secret, competitively sensitive 4 5 6 information, or non-public or otherwise private information of a natural person: (1) non-public advertising procedures, strategies, tests, and results that could provide a competitive advantage to any party’s competitor; (2) identities of business partners not known to the public, including all 7 8 9 10 affiliates and publishers; (3) non-public financial, revenue, and pricing information; (4) a party’s customers, and their personally identifying information and credit information; (5) customer lists, including emails; (6) information subject to confidentiality provision in contracts or to pre- 11 existing confidentiality obligations; (7) contracts, agreements, approvals, and authorizations 12 related to the three credit bureaus (i.e., Experian, TransUnion, and Equifax); (8) personally 13 identifying information of a natural person, including without limitation any information of a 14 natural person that might be used to facilitate, enable, or otherwise abet identity theft; and (9) 15 other confidential, private, proprietary or trade secret information of a party related to one of the 16 17 18 foregoing categories that is identified in writing as such at the time of its disclosure. Highly sensitive confidential information may also be designated by the disclosing party as “Attorneys’ Eyes Only.” Unless otherwise indicated herein, all aspects of this Stipulated 19 Protective Order applicable to material designated as confidential shall apply to any material 20 21 22 designated as Attorneys’ Eyes Only. By listing the foregoing, none of the parties concede that such information is 23 discoverable, relevant, or admissible at trial, and none of the parties waive their rights to object to 24 discoverability or admissibility of material that is ultimately designated confidential and/or 25 Attorneys Eyes Only. STIPULATED PROTECTIVE ORDER Page 2 of 11 A producing party is permitted, but not required, to designate the foregoing information 1 2 confidential or Attorneys Eyes Only as applicable. 3 3. 4 5 6 SCOPE The protections conferred by this agreement cover not only confidential material (as defined above), but also (1) any information copied or extracted from confidential material; (2) all copies, excerpts, summaries, or compilations of confidential material; and (3) any testimony, 7 8 9 10 11 12 conversations, or presentations by parties or their counsel that might reveal confidential material. However, the protections conferred by this agreement do not cover information that is in the public domain or becomes part of the public domain through trial or otherwise. 4. ACCESS TO AND USE OF CONFIDENTIAL MATERIAL 4.1 Basic Principles. A receiving party may use confidential material that is disclosed 13 or produced by another party or by a non-party in connection with this case only for prosecuting, 14 defending, or attempting to settle this litigation. Confidential material may be disclosed only to 15 the categories of persons and under the conditions described in this agreement. Confidential 16 17 18 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 agreement. For clarity, confidential material may not be used by any non-designating party to investigate, prosecute, or 19 defend any litigation other than this litigation. 20 21 22 23 4.2 ordered by the court or permitted in writing by the designating party, a receiving party may disclose any confidential material only to: (a) the receiving party’s counsel of record in this action, as well as employees of 24 25 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise counsel to whom it is reasonably necessary to disclose the information for this litigation; STIPULATED PROTECTIVE ORDER Page 3 of 11 (b) if the receiving party is not a natural person, then the officers, directors, and 1 2 employees (including in house counsel) of the receiving party to whom disclosure is reasonably 3 necessary for this litigation, unless the material produced contains highly sensitive confidential 4 information and is appropriately designated Attorney’s Eyes Only; 5 (c) the named plaintiff, Mark Hoffman; 6 (d) retained testifying experts and non-testifying experts and consultants to whom 7 8 9 10 disclosure is reasonably necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A), unless the material produced contains highly sensitive confidential information and is appropriately designated Attorney’s Eyes Only, in which case 11 prior express written consent of the disclosing party must also be obtained prior to disclosure; 12 (e) the court, court personnel, and court reporters and their staff; 13 (f) copy or imaging services retained by counsel to assist in the duplication of 14 confidential material, provided that counsel for the party retaining the copy or imaging service 15 instructs the service not to disclose any confidential material to third parties and to immediately 16 return all originals and copies of any confidential material; 17 18 (g) deposition, trial, or potential fact witnesses in the action to whom disclosure is reasonably necessary and who have signed the “Acknowledgment and 19 Agreement to Be Bound” (Exhibit A), unless otherwise agreed by the designating party or 20 21 22 23 ordered by the court. Pages of transcribed deposition or trial testimony or deposition or trial exhibits that reveal confidential material must be separately bound by the court reporter and may not be disclosed to anyone except as permitted under this agreement; (h) the author or recipient of a document containing the information or a 24 25 custodian or other person who already permissibly possessed or knew the information. STIPULATED PROTECTIVE ORDER Page 4 of 11 4.3 1 Filing Confidential Material. Before filing confidential material or discussing or 2 referencing such material in court filings, the filing party shall confer with the designating party 3 to determine whether the designating party will remove the confidential designation, whether the 4 5 6 document can be redacted, or whether a motion to seal or stipulation and proposed order is warranted. Local Civil Rule 5(g) sets forth the procedures that must be followed and the standards that will be applied when a party seeks permission from the court to file material under 7 8 9 10 seal. 5. DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each party 11 or non-party that designates information or items for protection under this agreement must take 12 care to limit any such designation to specific material that qualifies under the appropriate 13 standards. The designating party must designate for protection only those parts of material, 14 documents, items, or oral or written communications that qualify, so that other portions of the 15 material, documents, items, or communications for which protection is not warranted are not 16 17 18 swept unjustifiably within the ambit of this agreement. 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 19 unnecessarily encumber or delay the case development process or to impose unnecessary 20 21 22 expenses and burdens on other parties) expose the designating party to sanctions. If it comes to a designating party’s attention that information or items that it designated 23 for protection do not qualify for protection, the designating party must promptly notify all other 24 parties that it is withdrawing the mistaken designation. 25 5.2 Manner and Timing of Designations. Except as otherwise provided in this STIPULATED PROTECTIVE ORDER Page 5 of 11 1 agreement (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or 2 ordered, disclosure or discovery material that qualifies for protection under this agreement must 3 be clearly so designated before or when the material is disclosed or produced. 4 5 6 (a) Information in documentary form: (e.g., paper or electronic documents and deposition exhibits, but excluding transcripts of depositions or other pretrial or trial proceedings), the designating party must affix the word “CONFIDENTIAL” to each page that contains 7 8 9 10 confidential material. If only a portion or portions of the material on a page qualifies for protection, the producing party also must clearly identify the protected portion(s) (e.g., by making appropriate markings in the margins). (b) Testimony given in deposition or in other pretrial proceedings: the 11 12 parties and any participating non-parties must identify on the record, during the deposition or 13 other pretrial proceeding, all protected testimony, without prejudice to their right to so designate 14 other testimony after reviewing the transcript. Any party or non-party may, within fifteen days 15 after receiving the transcript of the deposition or other pretrial proceeding, designate portions of 16 17 the transcript, or exhibits thereto, as confidential. If a party or non-party desires to protect confidential information at trial, the issue should be addressed during the pre-trial conference. 18 (c) Other tangible items: the producing party must affix in a prominent place on 19 the exterior of the container or containers in which the information or item is stored the word 20 21 22 23 “CONFIDENTIAL.” If only a portion or portions of the information or item warrant protection, the producing party, to the extent practicable, shall identify the protected portion(s). 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 24 designate qualified information or items does not, standing alone, waive the designating party’s 25 right to secure protection under this agreement for such material. Upon timely correction of a STIPULATED PROTECTIVE ORDER Page 6 of 11 1 designation, the receiving party must make reasonable efforts to ensure that the material is 2 treated in accordance with the provisions of this agreement. 3 6. 4 5 6 CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges. Any party or non-party may challenge a designation of confidentiality at any time. Unless a prompt challenge to a designating party’s confidentiality designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 7 8 9 10 11 burdens, or a significant disruption or delay of the litigation, a party does not waive its right to challenge a confidentiality designation by electing not to mount a challenge promptly after the original designation is disclosed. 6.2 Meet and Confer. The parties must make every attempt to resolve any dispute 12 regarding confidential designations without court involvement. Any motion regarding 13 confidential designations or for a protective order must include a certification, in the motion or in 14 a declaration or affidavit, that the movant has engaged in a good faith meet and confer 15 conference with other affected parties in an effort to resolve the dispute without court action. The 16 17 18 certification must list the date, manner, and participants to the conference. A good faith effort to confer requires a face-to-face meeting or a telephone conference. 6.3 Judicial Intervention. If the parties cannot resolve a challenge without court 19 intervention, the designating party may file and serve a motion to retain confidentiality under 20 21 22 Local Civil Rule 7 (and in compliance with Local Civil Rule 5(g), if applicable). The burden of persuasion in any such motion shall be on the designating party. Frivolous challenges, and those 23 made for an improper purpose (e.g., to harass or impose unnecessary expenses and burdens on 24 other parties) may expose the challenging party to sanctions. All parties shall continue to 25 maintain the material in question as confidential until the court rules on the challenge. STIPULATED PROTECTIVE ORDER Page 7 of 11 1 7. 2 If a party is served with a subpoena or a court order issued in other litigation that compels 3 4 5 PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION disclosure of any information or items designated in this action as “CONFIDENTIAL,” that party must: (a) promptly notify the designating party in writing and include a copy of the 6 7 subpoena or court order; 8 9 10 (b) promptly notify in writing the party who caused the subpoena or order to issue in the other litigation that some or all of the material covered by the subpoena or order is subject to this agreement. Such notification shall include a copy of this agreement; and 11 12 (c) cooperate with respect to all reasonable procedures sought to be pursued by the designating party whose confidential material may be affected. 13 14 8. If a receiving party learns that, by inadvertence or otherwise, it has disclosed confidential 15 16 UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL material to any person or in any circumstance not authorized under this agreement, the receiving 17 party must immediately (a) notify in writing the designating party of the unauthorized 18 disclosures, (b) use its best efforts to retrieve all unauthorized copies of the protected material, 19 (c) inform the person or persons to whom unauthorized disclosures were made of all the terms of 20 this agreement, and (d) request that such person or persons execute the “Acknowledgment and 21 Agreement to Be Bound” that is attached hereto as Exhibit A. 22 9. 23 INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL 24 When a producing party gives notice to receiving parties that certain inadvertently 25 produced material is subject to a claim of privilege or other protection, the obligations of the STIPULATED PROTECTIVE ORDER Page 8 of 11 1 receiving parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This 2 provision is not intended to modify whatever procedure may be established in an e-discovery 3 order or agreement that provides for production without prior privilege review. The parties agree 4 5 to the entry of a non-waiver order under Fed. R. Evid. 502 as set forth herein. 10. NON TERMINATION AND RETURN OF DOCUMENTS 6 Within 60 days after the termination of this action, including all appeals, each receiving 7 8 9 10 11 party must return all confidential material to the producing party, including all copies, extracts and summaries thereof. Alternatively, the parties may agree upon appropriate methods of destruction. Notwithstanding this provision, counsel are entitled to retain one archival copy of all 12 documents filed with the court, trial, deposition, and hearing transcripts, correspondence, 13 deposition and trial exhibits, expert reports, attorney work product, and consultant and expert 14 work product, even if such materials contain confidential material. 15 16 17 18 The confidentiality obligations imposed by this agreement shall remain in effect until a designating party agrees otherwise in writing or a court orders otherwise. IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. DATED: June 27, 2017 19 20 21 22 23 /s/ Albert H. Kirby _______ Albert H. Kirby, WSBA #40187 SOUND JUSTICE LAW GROUP PLLC 936 North 34th Street, Suite 300 Seattle, Washington 98103 Tel: (206) 489-3210 Fax: (866) 845-6302 Email: ahkirby@soundjustice.com 24 Kim Williams, WSBA #9077 Rob Williamson, WSBA #26759 WILLIAMSON & WILLIAMS 2239 West Viewmont Way West Seattle, Washington 98199 Tel: (206) 466-2685 Fax: (206) 535-7899 Email: kim@williamslaw.com rob@williamslaw.com Attorneys for Plaintiff 25 STIPULATED PROTECTIVE ORDER Page 9 of 11 1 2 3 4 5 /s/ Ari N. Rothman Ari N. Rothman, Pro Hac Vice Danielle E. Sunberg, Pro Hac Vice VENABLE, LLP 575 7th Street N.W. Washington, DC 20004 Tel: (202) 344-4220 Email: anrothman@venable.com desunberg@venable.com Craig S. Sternberg, WSBA #521 STERNBERG THOMSON OKRENT & SCHER PPLC 520 Pike Street, Ste. 2250 Seattle, WA 98101 Tel: (206) 386-5438 Fax: (206) 374-2868 Email: craig@stoslaw.com Attorneys for Defendant 6 7 8 9 10 PURSUANT TO STIPULATION, IT IS SO ORDERED. IT IS FURTHER ORDERED that pursuant to Fed. R. Evid. 502, the production of any 11 documents in this proceeding shall not, for the purposes of this proceeding or any other 12 proceeding in any other court, constitute a waiver by the producing party of any privilege 13 applicable to those documents, including the attorney-client privilege, attorney work-product 14 protection, or any other privilege or protection recognized by law. 15 16 DATED: June 28, 2017 17 18 A Robert S. Lasnik 19 United States District Judge 20 21 22 23 24 25 STIPULATED PROTECTIVE ORDER Page 10 of 11 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, _____________________________ [print or type full name], of 4 5 6 _________________ [print or type full address], declare under penalty of perjury that I have read in its entirety and understand the Stipulated Protective Order that was issued by the United States District Court for the Western District of Washington on [date] in the case of 7 8 9 10 Hoffman v. One Technologies, LLC, No. 2:16-cv-01006-RSL, I agree to comply with and to be bound by all the terms of this Stipulated Protective Order and I understand and acknowledge that failure to so comply could expose me to sanctions and punishment in the nature of contempt. I 11 solemnly promise that I will not disclose in any manner any information or item that is subject to 12 this Stipulated Protective Order to any person or entity except in strict compliance with the 13 provisions of this Order. 14 15 16 I further agree to submit to the jurisdiction of the United States District Court for the Western District of Washington for the purpose of enforcing the terms of this Stipulated Protective Order, even if such enforcement proceedings occur after termination of this action. 17 18 Date: _________________________________ 19 City and State where sworn and signed: _________________________________ 20 21 22 Printed name: ______________________________ Signature: __________________________________ 23 24 25 STIPULATED PROTECTIVE ORDER Page 11 of 11

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