City of Issaquah v. ORA Talus 90, LLC et al

Filing 89

STIPULATED PROTECTIVE ORDER per parties' 16 Stipulation. Signed by Judge Ricardo S. Martinez. (PM)

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1 2 3 4 5 6 UNITED STATES DISTRICT COURT WESTERN DISTRICT OF WASHINGTON AT SEATTLE 7 8 9 10 CITY OF ISSAQUAH, a municipal corporation, Plaintiff, 11 12 13 14 15 Case No.: C18-0910 RSM STIPULATED PROTECTIVE ORDER v. ORA TALUS 90, LLC, a Delaware limited liability company; and RESMARK EQUITY PARTNERS, LLC, a Delaware limited liability company, 16 Defendants. 17 18 19 AND RELATED COUNTERCLAIMS, CROSSCLAIMS, AND THIRD-PARTY CLAIMS 20 21 22 23 24 25 The Parties, through their respective counsel, submit the following Stipulated Protective Order: 1. PURPOSES AND LIMITATIONS Discovery in this action is likely to involve production of confidential, proprietary, or private information for which special protection may be warranted. Accordingly, the parties hereby stipulate to and petition the court to enter the following Stipulated Protective Order. The 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 12 1 parties acknowledge that this agreement is consistent with LCR 26(c). It does not confer blanket 2 protection on all disclosures or responses to discovery, the protection it affords from public 3 disclosure and use extends only to the limited information or items that are entitled to confidential 4 treatment under the applicable legal principles, and it does not presumptively entitle parties to file 5 confidential information under seal. 6 2. “CONFIDENTIAL” MATERIAL 7 “Confidential” materials may include documents and tangible things that contain (1) non- 8 public business information that is treated confidentially by the producing party in the ordinary 9 course of business and whose disclosure may cause the producing party to be commercially 10 disadvantaged or prejudiced or (2) private/personally identifiable information protected by federal, 11 state, or local law, including a person’s date of birth, Social Security Number, home address, home 12 phone number, medical information, or other sensitive personal data. 13 documents and things that contain such information are: financial plans, financial statements and 14 related documents (including but not limited to balance sheets, cash receipts and disbursements, 15 budgets and budget reconciliations, and income statements), pricing information, sales 16 information, documentation used to create bids, profit and loss information, costs information, tax 17 information, bank records, investor information and communications with investors, member 18 information and communications with members, technical practices, technical methods, technical 19 plans and designs, trade secrets and other sensitive trade and pricing information, minutes of 20 confidential meetings, communications with insurers, employment reviews, personnel records, 21 and medical records. 22 3. Some examples of SCOPE 23 The protections conferred by this agreement cover not only confidential material (as 24 specified above), but also (1) any information copied or extracted from confidential material; (2) 25 all copies, excerpts, summaries, or compilations of confidential material; and (3) any testimony, 26 conversations, or presentations by parties or their counsel that might reveal confidential material. STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 2 However, the protections conferred by this agreement do not cover information that is in 1 2 the public domain or becomes part of the public domain through trial or otherwise. 3 4. 4 ACCESS TO AND USE OF CONFIDENTIAL MATERIAL 4.1 Basic Principles. A receiving party may use confidential material that is disclosed 5 or produced by another party or by a non-party in connection with this case only for prosecuting, 6 defending, or attempting to settle this litigation. Confidential material may be disclosed only to 7 the categories of persons and under the conditions described in this agreement. Confidential 8 material must be stored and maintained by a receiving party at a location and in a secure manner 9 that ensures that access is limited to the persons authorized under this agreement. 10 4.2 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 confidential material only to: (a) 13 14 the receiving party’s counsel of record in this action, as well as employees of counsel to whom it is reasonably necessary to disclose the information for this litigation; (b) 15 the officers, directors, and employees (including in house counsel) of the 16 receiving party to whom disclosure is reasonably necessary for this litigation, unless the parties 17 agree that a particular document or material produced is for Attorney’s Eyes Only and is so 18 designated; 19 20 (c) experts and consultants to whom disclosure is reasonably necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 21 (d) the court, court personnel, and court reporters and their staff; 22 (e) copy or imaging services retained by counsel to assist in the duplication of 23 confidential material, provided that counsel for the party retaining the copy or imaging service 24 instructs the service not to disclose any confidential material to third parties and to immediately 25 return all originals and copies of any confidential material; 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 3 (f) 1 during their depositions, witnesses in the action to whom disclosure is 2 reasonably necessary and who have signed the “Acknowledgment and Agreement to Be Bound” 3 (Exhibit A), unless otherwise agreed by the designating party or ordered by the Court. Pages of 4 transcribed deposition testimony or exhibits to depositions that reveal confidential material must 5 be separately bound by the court reporter and may not be disclosed to anyone except as permitted 6 under this agreement; (g) 7 8 the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information. 4.3 9 Filing Confidential Material. Before filing confidential material or discussing or 10 referencing such material in court filings, the filing party shall confer with the designating party, 11 in accordance with LCR 5(g)(3)(A), to determine whether the designating party will remove the 12 confidential designation, whether the document can be redacted, or whether a motion to seal or 13 stipulation and proposed order is warranted. During the meet and confer process, the designating 14 party must identify the basis for sealing the specific confidential information at issue, and the filing 15 party shall include this basis in its motion to seal, along with any objection to sealing the 16 information at issue. LCR 5(g) sets forth the procedures that must be followed and the standards 17 that will be applied when a party seeks permission from the Court to file material under seal. A 18 party who seeks to maintain the confidentiality of its information must satisfy the requirements of 19 LCR 5(g)(3)(B), even if it is not the party filing the motion to seal. Failure to satisfy this 20 requirement will result in the motion to seal being denied, in accordance with the strong 21 presumption of public access to the Court’s files. 22 5. 23 DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each party 24 or non-party that designates information or items for protection under this agreement must take 25 care to limit any such designation to specific material that qualifies under the appropriate 26 standards. The designating party must designate for protection only those parts of material, STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 4 1 documents, items, or oral or written communications that qualify, so that other portions of the 2 material, documents, items, or communications for which protection is not warranted are not swept 3 unjustifiably within the ambit of this agreement. 4 Mass, indiscriminate, or routinized designations are prohibited. Designations that are 5 shown to be clearly unjustified or that have been made for an improper purpose (e.g., to 6 unnecessarily encumber or delay the case development process or to impose unnecessary expenses 7 and burdens on other parties) expose the designating party to sanctions. 8 If it comes to a designating party’s attention that information or items that it designated for 9 protection do not qualify for protection, the designating party must promptly notify all other parties 10 11 that it is withdrawing the mistaken designation. 5.2 Manner and Timing of Designations. Except as otherwise provided in this 12 agreement (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or 13 ordered, disclosure or discovery material that qualifies for protection under this agreement must 14 be clearly so designated before or when the material is disclosed or produced. 15 (a) Information in documentary form: (e.g., paper or electronic documents and 16 deposition exhibits, but excluding transcripts of depositions or other pretrial or trial proceedings), 17 the designating party must affix the word “CONFIDENTIAL” to each page that contains 18 confidential material. If only a portion or portions of the material on a page qualifies for protection, 19 the producing party also must clearly identify the protected portion(s) (e.g., by making appropriate 20 markings in the margins). 21 (b) Testimony given in deposition or in other pretrial proceedings: the parties 22 and any participating non-parties must identify on the record, during the deposition or other pretrial 23 proceeding, all protected testimony, without prejudice to their right to so designate other testimony 24 after reviewing the transcript. Any party or non-party may, within fifteen days after receiving the 25 transcript of the deposition or other pretrial proceeding, designate portions of the transcript, or 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 5 1 exhibits thereto, as confidential. If a party or non-party desires to protect confidential information 2 at trial, the issue should be addressed during the pre-trial conference. (c) 3 Other tangible items: the producing party must affix in a prominent place 4 on the exterior of the container or containers in which the information or item is stored the word 5 “CONFIDENTIAL.” If only a portion or portions of the information or item warrant protection, 6 the producing party, to the extent practicable, shall identify the protected portion(s). 5.3 7 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 8 designate qualified information or items does not, standing alone, waive the designating party’s 9 right to secure protection under this agreement for such material. Upon timely correction of a 10 designation, the receiving party must make reasonable efforts to ensure that the material is treated 11 in accordance with the provisions of this agreement. 12 6. 13 CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges. Any party or non-party may challenge a designation of 14 confidentiality at any time. Unless a prompt challenge to a designating party’s confidentiality 15 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 16 burdens, or a significant disruption or delay of the litigation, a party does not waive its right to 17 challenge a confidentiality designation by electing not to mount a challenge promptly after the 18 original designation is disclosed. 19 6.2 Meet and Confer. The parties must make every attempt to resolve any dispute 20 regarding confidential designations without the Court’s involvement. Any motion regarding 21 confidential designations or for a protective order must include a certification, in the motion or in 22 a declaration or affidavit, that the movant has engaged in a good faith meet and confer conference 23 with other affected parties in an effort to resolve the dispute without court action. The certification 24 must list the date, manner, and participants to the conference. A good faith effort to confer requires 25 a face-to-face meeting or a telephone conference. 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 6 6.3 1 Judicial Intervention. If the parties cannot resolve a challenge without court 2 intervention, the designating party may file and serve a motion to retain confidentiality under LCR 3 7 (and in compliance with LCR 5(g), if applicable). The burden of persuasion in any such motion 4 shall be on the designating party. Frivolous challenges, and those made for an improper purpose 5 (e.g., to harass or impose unnecessary expenses and burdens on other parties) may expose the 6 challenging party to sanctions. All parties shall continue to maintain the material in question as 7 confidential until the court rules on the challenge. 8 7. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION 9 10 If a party is served with a subpoena or a court order issued in other litigation that compels 11 disclosure of any information or items designated in this action as “CONFIDENTIAL,” that party 12 must: (a) 13 14 promptly notify the designating party in writing and include a copy of the subpoena or court order; (b) 15 promptly notify in writing the party who caused the subpoena or order to 16 issue in the other litigation that some or all of the material covered by the subpoena or order is 17 subject to this agreement. Such notification shall include a copy of this agreement; and (c) 18 cooperate with respect to all reasonable procedures sought to be pursued by 19 the designating party whose confidential material may be affected. 20 8. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 21 If a receiving party learns that, by inadvertence or otherwise, it has disclosed confidential 22 material to any person or in any circumstance not authorized under this agreement, the receiving 23 party must immediately (a) notify in writing the designating party of the unauthorized disclosures, 24 (b) use its best efforts to retrieve all unauthorized copies of the protected material, (c) inform the 25 person or persons to whom unauthorized disclosures were made of all the terms of this agreement, 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 7 1 and (d) request that such person or persons execute the “Acknowledgment and Agreement to Be 2 Bound” that is attached hereto as Exhibit A. 3 9. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL 4 5 When a producing party gives notice to receiving parties that certain inadvertently 6 produced material is subject to a claim of privilege or other protection, the obligations of the 7 receiving parties are those set forth in Fed. R. Civ. P. 26(b)(5)(B). This provision is not intended 8 to modify whatever procedure may be established in an e-discovery order or agreement that 9 provides for production without prior privilege review. The parties agree to the entry of a non- 10 waiver order under Fed. R. Evid. 502(d) as set forth herein. 11 10. NON-TERMINATION AND RETURN OF DOCUMENTS 12 Within 60 days after the termination of this action, including all appeals, each receiving 13 party must return all confidential material to the producing party, including all copies, extracts and 14 summaries thereof. Alternatively, the parties may agree upon appropriate methods of destruction. 15 Notwithstanding this provision, counsel are entitled to retain one archival copy of all 16 documents filed with the court, trial, deposition, and hearing transcripts, correspondence, 17 deposition and trial exhibits, expert reports, attorney work product, and consultant and expert work 18 product, even if such materials contain confidential material. 19 The confidentiality obligations imposed by this agreement shall remain in effect until a 20 designating party agrees otherwise in writing or a Court orders otherwise. 21 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 22 Dated this 25th day of September 2019. 23 CAIRNCROSS & HEMPELMANN, P.S. 24 By: s/Terence J. Scanlan By: s/Patricia A. Laughman Terence J. Scanlan, WSBA #19498 Patricia A. Laughman, WSBA # 46716 25 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 8 KEATING, BUCKLIN & MCCORMACH, INC., P.S. By: s/Michael C. Walter Michael C. Walter, WSBA #15044 801 Second Avenue, Suite 1210 1 2 3 4 5 6 7 8 9 10 11 12 13 14 524 Second Avenue, Suite 500 Seattle, WA 98104-2323 Telephone: 206-623-6501 Facsimile: 206-447-1973 Email: tscanlan@cairncross.com Email: plaughman@cairncross.com Seattle, WA 98104 Telephone: 206-623-8861 Email: mwalter@kbmlawyers.com Attorneys for the City of Issaquah Attorneys for the City of Issaquah SAMINI COHEN SPANOS LLP HARRIGAN LEYH FARMER & THOMSEN LLP By: s/Cynthia M. Cohen Cynthia M. Cohen, Admitted Pro Hac By: s/Arthur W. Harrigan, Jr. Vice By: s/ Tyler L. Farmer 333 S. Hope Street, 35th Floor By: s/ Kristin E. Ballinger Los Angeles, CA 90071 Arthur W. Harrigan, Jr. WSBA #1751 Telephone: (213) 863-0080 Tyler L. Farmer, WSBA #39912 Fax: (213) 863-0751 Kristin E. Ballinger, WSBA #28253 999 Third Avenue, Suite 4400 Email: cynthiacohen@saminicohen.com Seattle, WA 98104 Attorneys for ORA Talus 90, LLC and Telephone: (206) 623-1700 Resmark Equity Partners, LLC Fax: (206) 623-8717 Email: arthurh@harriganleyh.com Email: tylerf@harriganleyh.com Email: kristinb@harriganleyh.com 15 Attorneys for ORA Talus 90, LLC and Resmark Equity Partners, LLC 16 17 18 19 20 21 22 23 24 25 FOSTER PEPPER PLLC STOEL RIVES LLP By: s/Jack P. Zahner By: s/Tacy K. Hass Jack P. Zahner, WSBA #24505 Tacy K. Hass, WSBA #49190 1111 Third Avenue, Suite 3000 Seattle, WA 98101 Telephone: 206-689-8500 Email: jack.zahner@foster.com Email: tacy.hass@foster.com By: s/Patrick Mullaney Patrick Mullaney, WSBA #21982 600 University Street, Suite 3600 Seattle, WA 98101 Telephone: (206) 624.0900 Fax: (206) 386.7500 Email: Patrick.mullaney@stoel.com Attorneys for J.R. Hayes & Sons, Inc, Talus 7 & 8, LLC, and Talus Management Services LLC 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 9 Attorneys for J.R. Hayes & Sons, Inc, Talus 7 & 8, LLC, and Talus Management Services LLC 1 PREG O’DONNELL & GILLETT PLLC 2 By: s/John K. Butler By: s/Stephanie Ballard John K. Butler, WSBA #28528 Stephanie Ballard, WSBA #49268 901 5th Avenue, Suite 3400 Seattle WA 98164 Telephone: 206-287-1775 Email: jbutler@pregodonnell.com Email: sballard@pregodonnell.com 3 4 5 6 7 8 Attorneys for J.R. Hayes & Sons, Inc. 9 WILLIAMS, KASTNER & GIBBS PLLC CLEMENT & DROTZ, PLLC By: s/Dean G. von Kallenbach By: s/Theresa Rava Dean G. von Kallenbach, WSBA #12870 Theresa Rava, WSBA #53159 601 Union Street, Suite 4100 Seattle, WA 98101-2380 Telephone: 206-628-6600 Fax: 206-628-6611 Email:dvonkallenbach@williamskastne r.com Email: trava@williamskastner.com By: s/W. Scott Clement By: s/Brent Hardy W. Scott Clement, WSBA #16243 Brent Hardy, WSBA #45405 100 W. Harrison Street, Suite N350 Seattle, WA 98119 Telephone: 206-448-2565 Fax: 206-448-2235 Email: sclement@clementdrotz.com Email: bhardy@clementdrotz.com 10 11 12 13 14 15 16 Attorneys for Joshua Freed 17 18 19 20 21 22 23 24 25 26 Attorneys for Element Residential Inc., Terra Talus, LLC and Joshua Freed FORSBERG & UMLAUF, P.S. WILSON SMITH COCHRAN DICKERSON By: s/A. Grant Lingg By: s/Vicky L. Strada A. Grant Lingg, WSBA #24227 Vicky L. Strada, WSBA #34559 901 Fifth Avenue, Suite 1400 Telephone: 206-689-8500 Email: glingg@foum.law Email: vstrada@foum.law By: s/Whitney L.C. Smith By: s/Gabriella Wagner By: s/Brian Buron Whitney L.C. Smith, WSBA #21159 Gabriella Wagner, WSBA #42898 Brian Buron, WSBA #27206 901 5th Ave., Suite 1700 Seattle, WA 98164-2050 Telephone: 206-623-4100 Fax: 206-623-9273 Email: smithw@wscd.com Attorneys for Terra Associates, Inc. STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 10 Email: wagner@wscd.com Email: buron@wscd.com 1 2 Attorneys Terra Talus, LLC 3 4 OLES MORRISON RINKER & BAKER LLP 5 6 7 8 By: s/Bradley L. Powell Bradley L. Powell, WSBA #11158 701 Pike Street, Suite 1700 Seattle, WA 98101 Telephone: 206-623-3427 Email: powell@oles.com 9 10 Attorneys for Kulchin Foundation Drilling Company FLOYD PFLUEGER & RINGER, P.S. By: s/Douglas K. Weigel By: s/Amanda D. Daylong Douglas K. Weigel, WSBA #27192 Amanda D. Daylong, WSBA #48013 200 W. Thomas Street, Suite 500 Seattle, WA 98119 Telephone: 206-441-4455 Email: dweigel@floyd-ringer.com Email: adaylong@floyd-ringer.com Attorneys for Big Mountain Enterprises 11 12 PURSUANT TO STIPULATION, IT IS SO ORDERED; 13 IT IS FURTHER ORDERED that pursuant to Fed. R. Evid. 502(d), the production of any 14 documents in this proceeding shall not, for the purposes of this proceeding or any other federal or 15 state proceeding, constitute a waiver by the producing party of any privilege applicable to those 16 documents, including the attorney-client privilege, attorney work-product protection, or any other 17 privilege or protection recognized by law. 18 DATED this 27th day of September 2019. 19 A 20 RICARDO S. MARTINEZ CHIEF UNITED STATES DISTRICT JUDGE 21 22 23 24 25 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 11 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND I, 3 ____________________________________ [print or type full name], of 4 ____________________________________ [print or type full address], declare under penalty of 5 perjury that I have read in its entirety and understand the Stipulated Protective Order that was 6 issued by the United States District Court for the Western District of Washington on 7 ______________, 2019 in the case of City of Issaquah v. ORA Talus 90, LLC, et al.; No. 18-cv- 8 00910 RSM. I agree to comply with and to be bound by all the terms of this Stipulated Protective 9 Order and I understand and acknowledge that failure to so comply could expose me to sanctions 10 and punishment in the nature of contempt. I solemnly promise that I will not disclose in any 11 manner any information or item that is subject to this Stipulated Protective Order to any person or 12 entity except in strict compliance with the provisions of this Order. 13 I further agree to submit to the jurisdiction of the United States District Court for the 14 Western District of Washington 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 Date: 17 City and State where sworn and signed: 18 Printed name: 19 Signature: 20 21 22 23 24 25 26 STIPULATED PROTECTIVE ORDER NO. 18-CV-00910 RSM - 12

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