Magnuson v. BP West Coast Products, LLC et al

Filing 25

PROTECTIVE ORDER re parties' 24 Stipulated MOTION for Protective Order , signed by Judge Thomas S. Zilly. (SWT)

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The Honorable Thomas S. Zilly

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UNITED STATES DISTRICT COURT
WESTERN DISTRICT OF WASHINGTON
AT SEATTLE

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DAVID B. MAGNUSON,
No. 2:17-cv-00604-TSZ
Plaintiff,

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STIPULATED PROTECTIVE ORDER
vs.

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BP WEST COAST PRODUCTS, L.L.C., a
Delaware limited liability company;
UNICAT CATALYST TECHNOLOGIES,
INC., a Texas for-profit corporation; and
HYDROPROCESSING ASSOCIATES
L.L.C., an Alabama for-profit limited
liability company,
Defendants.

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1.

PURPOSES AND LIMITATIONS

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Discovery in this action is likely to involve production of confidential, proprietary, or
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private information for which special protection may be warranted. Accordingly, the parties
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hereby stipulate to and petition the court to enter the following Stipulated Protective Order. The
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parties acknowledge that this agreement is consistent with LCR 26(c). It does not confer blanket
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protection on all disclosures or responses to discovery, the protection it affords from public
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disclosure and use extends only to the limited information or items that are entitled to
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STIPULATED PROTECTIVE ORDER - 1
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

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confidential treatment under the applicable legal principles, and it does not presumptively entitle

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parties to file confidential information under seal.

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2.

“Confidential” material shall include the following documents and tangible things

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“CONFIDENTIAL” MATERIAL

produced or otherwise exchanged:

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a.)

Non-public financial information of the parties, the parties' current and former

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employees, or any other financial, economic, or beneficial interest created by or for the benefit of

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the parties' or the parties’ current and former employees, including but not limited to accounting

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records, banking records, financial statements and tax returns;

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b.)

Personal identification information of the parties, the parties’ current and former

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employees, or any other financial, economic, or beneficial interest created by or for the benefit of

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the parties' or the parties’ current and former employees, such as social security numbers, tax-

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payer identification numbers, and dates of birth; and

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c.)

Non-public information that, if disclosed, would cause substantial harm to the

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position of any party with respect to its current competitors.

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3.

SCOPE

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The protections conferred by this agreement cover not only confidential material (as

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defined above), but also (1) any information copied or extracted from confidential material; (2)

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all copies, excerpts, summaries, or compilations of confidential material; and (3) any testimony,

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conversations, or presentations by parties or their counsel that might reveal confidential material.

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However, the protections conferred by this agreement do not cover information that is in the

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public domain or becomes part of the public domain through trial or otherwise.

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4.

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ACCESS TO AND USE OF CONFIDENTIAL MATERIAL
4.1

Basic Principles. A receiving party may use confidential material that is disclosed

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or produced by another party or by a non-party in connection with this case only for prosecuting,

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defending, or attempting to settle this litigation. Confidential material may be disclosed only to

STIPULATED PROTECTIVE ORDER - 2
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

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the categories of persons and under the conditions described in this agreement. Confidential

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material must be stored and maintained by a receiving party at a location and in a secure manner

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that ensures that access is limited to the persons authorized under this agreement.

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4.2

Disclosure of “CONFIDENTIAL” Information or Items.

Unless otherwise

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ordered by the court or permitted in writing by the designating party, a receiving party may

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disclose any confidential material only to:
(a) the receiving party’s counsel of record in this action, as well as employees of

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counsel to whom it is reasonably necessary to disclose the information for this litigation;

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(b) the officers, directors, and employees (including in house counsel) of the

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receiving party to whom disclosure is reasonably necessary for this litigation, unless the parties

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agree that a particular document or material produced is for Attorney’s Eyes Only and is so

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designated;

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(c) experts and consultants to whom disclosure is reasonably necessary for this

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litigation and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A);

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(d) the court, court personnel, and court reporters and their staff;

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(e) copy or imaging services retained by counsel to assist in the duplication of

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confidential material, provided that counsel for the party retaining the copy or imaging service

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instructs the service not to disclose any confidential material to third parties and to immediately

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return all originals and copies of any confidential material;

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(f) during their depositions, witnesses in the action to whom disclosure is

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reasonably necessary and who have signed the “Acknowledgment and Agreement to Be Bound”

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(Exhibit A), unless otherwise agreed by the designating party or ordered by the court. Pages of

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transcribed deposition testimony or exhibits to depositions that reveal confidential material must

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be separately bound by the court reporter and may not be disclosed to anyone except as permitted

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under this agreement; and

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STIPULATED PROTECTIVE ORDER - 3
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

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(g) the author or recipient of a document containing the information or a
custodian or other person who otherwise possessed or knew the information.

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4.3 Filing Confidential Material. Before filing confidential material or discussing or

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referencing such material in court filings, the filing party shall confer with the designating party

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to determine whether the designating party will remove the confidential designation, whether the

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document can be redacted, or whether a motion to seal or stipulation and proposed order is

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warranted. Local Civil Rule 5(g) sets forth the procedures that must be followed and the

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standards that will be applied when a party seeks permission from the court to file material under

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seal.

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5.

DESIGNATING PROTECTED MATERIAL
5.1

Exercise of Restraint and Care in Designating Material for Protection. Each party

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or non-party that designates information or items for protection under this agreement must take

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care to limit any such designation to specific material that qualifies under the appropriate

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standards. The designating party must designate for protection only those parts of material,

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documents, items, or oral or written communications that qualify, so that other portions of the

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material, documents, items, or communications for which protection is not warranted are not

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swept unjustifiably within the ambit of this agreement.

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Mass, indiscriminate, or routinized designations are prohibited. Designations that are

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shown to be clearly unjustified or that have been made for an improper purpose (e.g., to

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unnecessarily encumber or delay the case development process or to impose unnecessary

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expenses and burdens on other parties) expose the designating party to sanctions.

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If it comes to a designating party’s attention that information or items that it designated

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for protection do not qualify for protection, the designating party must promptly notify all other

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parties that it is withdrawing the mistaken designation.

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5.2

Manner and Timing of Designations.

Except as otherwise provided in this

agreement (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or

STIPULATED PROTECTIVE ORDER - 4
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

1

ordered, disclosure or discovery material that qualifies for protection under this agreement must

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be clearly so designated before or when the material is disclosed or produced.

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(a) Information in documentary form: (e.g., paper or electronic documents and

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deposition exhibits, but excluding transcripts of depositions or other pretrial or trial proceedings),

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the designating party must affix the word “CONFIDENTIAL” to each page that contains

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confidential material. If only a portion or portions of the material on a page qualifies for

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protection, the producing party also must clearly identify the protected portion(s) (e.g., by

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making appropriate markings in the margins).

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(b) Testimony given in deposition or in other pretrial or trial proceedings: the

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parties must identify on the record, during the deposition, hearing, or other proceeding, all

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protected testimony, without prejudice to their right to so designate other testimony after

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reviewing the transcript. Any party or non-party may, within fifteen days after receiving a

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deposition transcript, designate portions of the transcript, or exhibits thereto, as confidential.

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(c) Other tangible items: the producing party must affix in a prominent place on

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the exterior of the container or containers in which the information or item is stored the word

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“CONFIDENTIAL.” If only a portion or portions of the information or item warrant protection,

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the producing party, to the extent practicable, shall identify the protected portion(s).

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5.3

Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to

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designate qualified information or items does not, standing alone, waive the designating party’s

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right to secure protection under this agreement for such material. Upon timely correction of a

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designation, the receiving party must make reasonable efforts to ensure that the material is

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treated in accordance with the provisions of this agreement.

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6.

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CHALLENGING CONFIDENTIALITY DESIGNATIONS
6.1

Timing of Challenges. Any party or non-party may challenge a designation of

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confidentiality at any time. Unless a prompt challenge to a designating party’s confidentiality

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designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic

STIPULATED PROTECTIVE ORDER - 5
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

1

burdens, or a significant disruption or delay of the litigation, a party does not waive its right to

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challenge a confidentiality designation by electing not to mount a challenge promptly after the

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original designation is disclosed.

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6.2

Meet and Confer. The parties must make every attempt to resolve any dispute

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regarding confidential designations without court involvement. Any motion regarding

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confidential designations or for a protective order must include a certification, in the motion or in

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a declaration or affidavit, that the movant has engaged in a good faith meet and confer

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conference with other affected parties in an effort to resolve the dispute without court action. The

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certification must list the date, manner, and participants to the conference. A good faith effort to

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confer requires a face-to-face meeting or a telephone conference.

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6.3

Judicial Intervention. If the parties cannot resolve a challenge without court

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intervention, the designating party may file and serve a motion to retain confidentiality under

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Local Civil Rule 7 (and in compliance with Local Civil Rule 5(g), if applicable). The burden of

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persuasion in any such motion shall be on the designating party. Frivolous challenges, and those

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made for an improper purpose (e.g., to harass or impose unnecessary expenses and burdens on

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other parties) may expose the challenging party to sanctions. All parties shall continue to

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maintain the material in question as confidential until the court rules on the challenge.

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7.

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PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER
LITIGATION
If a party is served with a subpoena or a court order issued in other litigation that compels

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
subpoena or court order;

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STIPULATED PROTECTIVE ORDER - 6
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

1

(b) promptly notify in writing the party who caused the subpoena or order to

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issue in the other litigation that some or all of the material covered by the subpoena or order is

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subject to this agreement. Such notification shall include a copy of this agreement; and

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(c) cooperate with respect to all reasonable procedures sought to be pursued by

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the designating party whose confidential material may be affected.

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8.

UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL

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If a receiving party learns that, by inadvertence or otherwise, it has disclosed confidential

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material to any person or in any circumstance not authorized under this agreement, the receiving

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party must immediately (a) notify in writing the designating party of the unauthorized

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disclosures, (b) use its best efforts to retrieve all unauthorized copies of the protected material,

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(c) inform the person or persons to whom unauthorized disclosures were made of all the terms of

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this agreement, and (d) request that such person or persons execute the “Acknowledgment and

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Agreement to Be Bound” that is attached hereto as Exhibit A.

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9.

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When a producing party gives notice to receiving parties that certain inadvertently

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INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED
MATERIAL

produced material is subject to a claim of privilege or other protection, the obligations of the
receiving parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This
provision is not intended to modify whatever procedure may be established in an e-discovery
order or agreement that provides for production without prior privilege review. Parties shall
confer on an appropriate non-waiver order under Fed. R. Evid. 502.
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NON TERMINATION AND RETURN OF DOCUMENTS
Within 60 days after the termination of this action, including all appeals, each receiving

party must return all confidential material to the producing party, including all copies, extracts
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and summaries thereof. Alternatively, the parties may agree upon appropriate methods of
destruction.

STIPULATED PROTECTIVE ORDER - 7
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

1

Notwithstanding this provision, counsel are entitled to retain one archival copy of all

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documents filed with the court, trial, deposition, and hearing transcripts, correspondence,

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deposition and trial exhibits, expert reports, attorney work product, and consultant and expert

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work product, even if such materials contain confidential material.

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The confidentiality obligations imposed by this agreement shall remain in effect until a

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designating party agrees otherwise in writing or a court orders otherwise.

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IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD.

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STIPULATED PROTECTIVE ORDER - 8
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1

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DATED this 8th day of September, 2017.

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KRAFT DAVIES, P.L.L.C.

MILLER NASH GRAHAM & DUNN LLP

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s/Robert M. Kraft (via email agreement)
s/Richard J. Davies (via email agreement)
s/Marissa A. Olsson (via email agreement)
Robert M. Kraft
WSB No. 11096
[e-mail]
Richard J. Davies
WSB No. 25365
[e-mail]
Marissa A. Olsson
WSB No. 43488
[e-mail]
206.624.8844

s/K. Michael Fandel
s/Brie Coyle Jones
K. Michael Fandel
WSB No. 16281
[e-mail]
Briana Coyle Jones
WSB No. 46769
[e-mail]
206.624.8300

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Attorneys for Defendant BP West Coast
Products, LLC

Attorneys for Plaintiff

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GORDON THOMAS HONEYWELL LLP
Joanne Thomas Blackburn
WSB No. 21541
[e-mail]
206.676.7500
Attorneys for Defendant
Hydroprocessing Associates L.L.C.

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SCHEER LAW GROUP LLP
s/Nicholas R. Major (via email agreement)
s/Dennis G. Woods (via email agreement)
Nicholas R. Major
WSB No. 49579
[e-mail]
Dennis G. Woods,
WSB No. 28713
[e-mail]
206.262.1200
Attorneys for Defendant Unicat Catalyst
Technologies, Inc.

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PURSUANT TO STIPULATION, IT IS SO ORDERED.
DATED this 19th day of September, 2017.

A

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Thomas S. Zilly
United States District Judge

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STIPULATED PROTECTIVE ORDER - 9
No. 2:17-cv-00604-TSZ

MILLER NASH GRAHAM & DUNN LLP
AT T ORNE YS AT LA W
T : 206. 624. 8300 | F: 206. 340. 9599
PIE R 70
2801 ALASK AN WAY, S UIT E 300
SE AT T LE , WASHI NGT ON 98121

617015-0022/4837-5723-1437.1