Thompson v. UFP Washington LLC

Filing 15

STIPULATED PROTECTIVE ORDER re Parties' 14 Joint Motion for Protective Order. Signed by Hon. Brian A Tsuchida. (SR)

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1 2 3 4 5 6 UNITED STATES DISTRICT COURT WESTERN DISTRICT OF WASHINGTON AT SEATTLE 7 8 9 JOANNA THOMPSON, Plaintiff, 10 11 12 STIPULATED PROTECTIVE ORDER v. UFP WASHINGTON LLC, d/b/a UNIVERSAL FOREST PRODUCTS, Defendant. 13 Pursuant to the parties’ Stipulation (Dkt. 14), the Court issues the following Protective 14 15 Order: 16 1. 17 CASE NO. 2:22-cv-00606-RAJ-BAT PURPOSES AND LIMITATIONS Discovery in this action is likely to involve production of confidential, proprietary, or 18 private information for which special protection may be warranted. Accordingly, the parties have 19 stipulated to and petitioned the Court to enter this Stipulated Protective Order. The parties 20 acknowledge that this agreement is consistent with LCR 26(c). It does not confer blanket 21 protection on all disclosures or responses to discovery, the protection it affords from public 22 disclosure and use extends only to the limited information or items that are entitled to 23 confidential treatment under the applicable legal principles, and it does not presumptively entitle parties to file confidential information under seal. STIPULATED PROTECTIVE ORDER - 1 1 2. 2 “CONFIDENTIAL” MATERIAL “Confidential” material shall include the following documents and tangible things 3 produced or otherwise exchanged: (a) personal information of any employee or other person, 4 including compensation information, discipline, policy violations, personally identifying 5 information, personnel files, and contact information; (b) information furnished to the disclosing 6 party in confidence by any third party, which information is not known or freely accessible to 7 the general public; (c) documents containing or disclosing confidential or proprietary 8 information regarding Defendant’s competitive strategic initiatives, business plans, contracts 9 with third-party providers, nonpublic litigation information, and/or analyses; (d) internal 10 communications related to confidential, proprietary, and/or trade secret information; and (e) 11 medical records of Plaintiff and/or other employees of Defendant. 12 3. 13 SCOPE The protections conferred by this agreement cover not only confidential material (as 14 defined above), but also (1) any information copied or extracted from confidential material; (2) 15 all copies, excerpts, summaries, or compilations of confidential material; and (3) any testimony, 16 conversations, or presentations by parties or their counsel that might reveal confidential material. 17 However, the protections conferred by this agreement do not cover information that is in 18 the public domain or becomes part of the public domain through trial or otherwise. 19 4. 20 ACCESS TO AND USE OF CONFIDENTIAL MATERIAL 4.1 Basic Principles. A receiving party may use confidential material that is disclosed 21 or produced by another party or by a non-party in connection with this case only for prosecuting, 22 defending, or attempting to settle this litigation. Confidential material may be disclosed only to 23 the categories of persons and under the conditions described in this agreement. Confidential STIPULATED PROTECTIVE ORDER - 2 1 material must be stored and maintained by a receiving party at a location and in a secure manner 2 that ensures that access is limited to the persons authorized under this agreement. 3 4.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise 4 ordered by the Court or permitted in writing by the designating party, a receiving party may 5 disclose any confidential material only to: (a) the receiving party’s counsel of record in this 6 action, as well as employees of counsel to whom it is reasonably necessary to disclose the 7 information for this litigation; (b) the officers, directors, and employees (including in house 8 counsel) of the receiving party to whom disclosure is reasonably necessary for this litigation, 9 unless the parties agree that a particular document or material produced is for Attorney’s Eyes 10 Only and is so designated; (c) experts and consultants to whom disclosure is reasonably 11 necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be 12 Bound” (Exhibit A); (d) the court, court personnel, and court reporters and their staff; (e) copy or 13 imaging services retained by counsel to assist in the duplication of confidential material, 14 provided that counsel for the party retaining the copy or imaging service instructs the service not 15 to disclose any confidential material to third parties and to immediately return all originals and 16 copies of any confidential material; (f) during their depositions, witnesses in the action to whom 17 disclosure is reasonably necessary and who have signed the “Acknowledgment and Agreement 18 to Be Bound” (Exhibit A), unless otherwise agreed by the designating party or ordered by the 19 court. Pages of transcribed deposition testimony or exhibits to depositions that reveal 20 confidential material must be separately bound by the court reporter and may not be disclosed to 21 anyone except as permitted under this agreement; (g) the author or recipient of a document 22 containing the information or a custodian or other person who otherwise possessed or knew the 23 information. STIPULATED PROTECTIVE ORDER - 3 1 4.3 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 in accordance with Local Civil Rule 5(g)(3)(A), to determine whether the designating party will 4 remove the confidential designation, whether the document can be redacted, or whether a motion 5 to seal or stipulation and proposed order is warranted. During the meet and confer process, the 6 designating party must identify the basis for sealing the specific confidential information at issue, 7 and the filing party shall include this basis in its motion to seal, along with any objection to 8 sealing the information at issue. Local Civil Rule 5(g) sets forth the procedures that must be 9 followed and the standards that will be applied when a party seeks permission from the court to 10 file material under seal. A party who seeks to maintain the confidentiality of its information 11 must satisfy the requirements of Local Civil Rule 5(g)(3)(B), even if it is not the party filing the 12 motion to seal. Failure to satisfy this requirement will result in the motion to seal being denied, 13 in accordance with the strong presumption of public access to the Court’s files. 14 5. 15 DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each party 16 or non-party that designates information or items for protection under this agreement must take 17 care to limit any such designation to specific material that qualifies under the appropriate 18 standards. The designating party must designate for protection only those parts of material, 19 documents, items, or oral or written communications that qualify, so that other portions of the 20 material, documents, items, or communications for which protection is not warranted are not 21 swept unjustifiably within the ambit of this agreement. 22 23 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 STIPULATED PROTECTIVE ORDER - 4 1 unnecessarily encumber or delay the case development process or to impose unnecessary 2 expenses and burdens on other parties) expose the designating party to sanctions. 3 If it comes to a designating party’s attention that information or items that it designated 4 for protection do not qualify for protection, the designating party must promptly notify all other 5 parties that it is withdrawing the mistaken designation. 6 5.2 Manner and Timing of Designations. Except as otherwise provided in this 7 agreement (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or 8 ordered, disclosure or discovery material that qualifies for protection under this agreement must 9 be clearly so designated before or when the material is disclosed or produced. 10 (a) Information in documentary form: (e.g., paper or electronic documents 11 and deposition exhibits, but excluding transcripts of depositions or other pretrial or trial 12 proceedings), the designating party must affix the word “CONFIDENTIAL” to each page that 13 contains confidential material. If only a portion or portions of the material on a page qualifies for 14 protection, the producing party also must clearly identify the protected portion(s) (e.g., by 15 making appropriate markings in the margins). 16 (b) Testimony given in deposition or in other pretrial proceedings: the parties 17 and any participating non-parties must identify on the record, during the deposition or other 18 pretrial proceeding, all protected testimony, without prejudice to their right to so designate other 19 testimony after reviewing the transcript. Any party or non-party may, within fifteen days after 20 receiving the transcript of the deposition or other pretrial proceeding, designate portions of the 21 transcript, or exhibits thereto, as confidential. If a party or non-party desires to protect 22 confidential information at trial, the issue should be addressed during the pre-trial conference. 23 STIPULATED PROTECTIVE ORDER - 5 1 (c) Other tangible items: the producing party must affix in a prominent place 2 on the exterior of the container or containers in which the information or item is stored the word 3 “CONFIDENTIAL.” If only a portion or portions of the information or item warrant protection, 4 the producing party, to the extent practicable, shall identify the protected portion(s). 5 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 6 designate qualified information or items does not, standing alone, waive the designating party’s 7 right to secure protection under this agreement for such material. Upon timely correction of a 8 designation, the receiving party must make reasonable efforts to ensure that the material is 9 treated in accordance with the provisions of this agreement. 10 11 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges. Any party or non-party may challenge a designation of 12 confidentiality at any time. Unless a prompt challenge to a designating party’s confidentiality 13 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 14 burdens, or a significant disruption or delay of the litigation, a party does not waive its right to 15 challenge a confidentiality designation by electing not to mount a challenge promptly after the 16 original designation is disclosed. 17 6.2 Meet and Confer. The parties must make every attempt to resolve any dispute 18 regarding confidential designations without court involvement. Any motion regarding 19 confidential designations or for a protective order must include a certification, in the motion or in 20 a declaration or affidavit, that the movant has engaged in a good faith meet and confer 21 conference with other affected parties in an effort to resolve the dispute without court action. The 22 certification must list the date, manner, and participants to the conference. A good faith effort to 23 confer requires a face-to-face meeting or a telephone conference. STIPULATED PROTECTIVE ORDER - 6 1 6.3 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 3 Local Civil Rule 7 (and in compliance with Local Civil Rule 5(g), if applicable). The burden of 4 persuasion in any such motion shall be on the designating party. Frivolous challenges, and those 5 made for an improper purpose (e.g., to harass or impose unnecessary expenses and burdens on 6 other parties) may expose the challenging party to sanctions. All parties shall continue to 7 maintain the material in question as confidential until the court rules on the challenge. 8 7. 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 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; (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 (c) cooperate with respect to all reasonable procedures sought to be pursued by the designating party whose confidential material may be affected. 8. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL If a receiving party learns that, by inadvertence or otherwise, it has disclosed confidential material to any person or in any circumstance not authorized under this agreement, the receiving party must immediately (a) notify in writing the designating party of the unauthorized disclosures, (b) use its best efforts to retrieve all unauthorized copies of the protected material, STIPULATED PROTECTIVE ORDER - 7 1 (c) inform the person or persons to whom unauthorized disclosures were made of all the terms of 2 this agreement, and (d) request that such person or persons execute the “Acknowledgment and 3 Agreement to Be Bound” that is attached hereto as Exhibit A. 4 9. 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL When a producing party gives notice to receiving parties that certain inadvertently 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. The parties agree to the entry of a non-waiver order under Fed. R. Evid. 502(d) as set forth herein. 10. 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 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 documents filed with the court, trial, deposition, and hearing transcripts, correspondence, deposition and trial exhibits, expert reports, attorney work product, and consultant and expert work product, even if such materials contain confidential material. 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 FURTHER ORDERED that pursuant to Fed. R. Evid. 502(d), the production of any documents in this proceeding shall not, for the purposes of this proceeding or any other federal or state proceeding, constitute a waiver by the producing party of any privilege applicable STIPULATED PROTECTIVE ORDER - 8 1 to those documents, including the attorney-client privilege, attorney work-product protection, or 2 any other privilege or protection recognized by law. 3 Dated this 1st day of August, 2022. 4 A 5 BRIAN A. TSUCHIDA United States Magistrate Judge 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 STIPULATED PROTECTIVE ORDER - 9 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, ____________________________________ [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 August 1, 7 2022, in the case of JoAnna Thompson v. UFP Washington, LLC, 2:22-cv-00606-BAT. I agree to 8 comply with and to be bound by all the terms of this Stipulated Protective Order and I 9 understand and acknowledge that failure to so comply could expose me to sanctions and 10 punishment in the nature of contempt. I solemnly promise that I will not disclose in any manner 11 any information or item that is subject to this Stipulated Protective Order to any person or entity 12 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 15 Protective Order, even if such enforcement proceedings occur after termination of this action. 16 17 Date: _________________ 18 City and State where sworn and signed: _______________________ 19 Printed name: ________________________ 20 Signature: __________________________ 21 22 23 STIPULATED PROTECTIVE ORDER - 10

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