Prestige Flag Mfg. Co., Inc. v. Golf Solutions I, LLC
Filing
24
Protective Order. Signed by Magistrate Judge Stephen L. Crocker on 5/23/2018. (kwf)
IN THE UNITED STATES DISTRICT COURT
FOR THE WESTERN DISTRICT OF WISCONSIN
PRESTIGE FLAG MFG. CO., INC.,
a California corporation,
Plaintiff,
Civil Action No. 3: l 8-cv-98
GOLF SOLUTIONS 1, LLC,
a Wisconsin limited liability company doing
business as Laser Link Golf,
JURY TRIAL DEMANDED
Defendant.
JJOIHT PR8110SED PROTECTIVE ORDER
Plaintiff Prestige Flag Mfg. Co., Inc. ("Prestige") and Defendant Golf Solutions I, LLC
("Golf Solutions") (collectively, "the Parties"), have agreed to the terms in this Joint Proposed
Protective Order. The Parties have moved that the Court enter this Protective Order. The Court
has determined that the terms set forth herein are appropriate to protect the respective interests of
the Parties, the public, and the Court. Accordingly, it is ORDERED:
I.
Scope
All materials produced or adduced in the course of discovery, including initial
disclosures, responses to discovery requests, deposition testimony and exhibits, and information
derived directly therefrom (collectively, "Documents"), shall be subject to this Order concerning
Protected Information, as defined below. This Order is subject to the Local Rules of this District
and the Federal Rules of Civil Procedure on matters of procedure and calculation of time periods.
II.
Definitions
A.
Discovery Material
As used in this Order, the term "Discovery Material" includes all information contained
in at least Documents, things, computer data and reports, deposition testimony and exhibits,
interrogatory answers, responses to requests for admission, pleadings, motions, briefs, letters
between parties, briefs, affidavits, stipulations, and any other written, recorded , computerized
electronic, transcribed or graphic matter produced or provided by any party or non-party or
obtained by any party during discovery or in connection with Rule 26(a) disclosures in this
action, and any copies, digests, and complete or partial summaries thereof. The terms
"Document" or "Documents" shall have the same meaning as used in the Federal Rules of Civil
Procedure, including, but not limited to, records, exhibits, reports, samples, transcripts, video or
audio recordings, computer files, disks, affidavits, briefs, pleadings, summaries, notes, abstracts,
drawings, company records and reports, answers to interrogatories, responses to requests for
admissions or document requests, and motions, including copies or computer-stored versions of
any of the foregoing, as well as anything meeting the definition of a "writing" as used in Fed. R.
Evid. 1001.
B.
Protected Information
As used in this Order, "Protected Information" means any Discovery Material that the
Disclosing Party in good faith designates as "CONFIDENTIAL" or " CONFIDENTIAL ATTORNEYS' EYES ONLY," or pursuant to this Order, and any excerpts of such information
included in other Documents.
C.
Producing Party
As used in this Order, "Producing Party" mean any party or third party who provides
and/or designates Discovery Material.
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D.
Receiving Party
As used in this Order, "Receiving Party" means any party who receives Discovery
Material from a Producing Party.
E.
Outside Counsel
As used in this Order, " Outside Counsel" means persons who appear on the pleadings as
counsel for a Producing Party or Receiving Party in this litigation, as well as the partners,
associates, and staff (including, but not limited to, technical advisors) of such counsel to whom it
is reasonably necessary to disclose such information for this litigation.
F.
"CONFIDENTIAL"
As used in this Order, the designation "CONFIDENTIAL" means and applies to:
information, Documents, and things concerning a Party' s business operations, processes and
technical and development information, the disclosure of which is likely to harm that Party's
competitive position or which would contravene an obligation of confidentiality to a third person
or to a Court, that the Producing Party, (a) would not normally reveal to third parties except in
confidence, or has undertaken with others to maintain in confidence, or (b) believes in good faith
is protected by a right to privacy under federal or state law, or any other applicable privilege or
right related to confidentiality or privacy. Such information or Documents shall be shielded from
public access and used only for purposes of this litigation.
G.
"CONFIDENTIAL-ATTORNEYS' EYES ONLY"
As used in this Order, the designation "CONFIDENTIAL - ATTORNEYS ' EYES
ONLY" means and applies to information or material that qualifies as "CONFIDENTIAL" that
contains current or future trade secrets, financial or business information, and/or other
information that is more sensitive and strategic than CONFIDENTIAL information. The
information so designated shall only include information that (i) is not in the public domain; (ii)
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has been held in confidence by the Producing Party; (iii) has significant competitive value such
that unrestricted disclosure to others would create a substantial risk of significant competitive
injury; (iv) the Producing Party believes in good faith is significantly sensitive and protected by a
right to privacy under federal or state law; (v) includes data derived from such information or
material, including any summaries, compilations, quotes, or paraphrases; and/or (vi) contains
information, including identifying information, relating to third party customers/dealers/vendors
of a Party. Such information shall be shielded from public access and access by the Parties, and
used only for purposes of this litigation.
III.
Time and Manner of Designation
A.
Time of Designation
Except as otherwise provided in Paragraph IV(D) below, designation of Discovery
Material as Protected under Paragraphs II(F) or (G) shall be made at the following times:
(1)
For Documents and things, prior to or at the time of the production of the
Document;
(2)
For declarations, written discovery responses, and pleadings, at the time of the
service or filing, whichever occurs first;
(3)
For any form of testimony, either (i) at the time that such testimony is given, or
(ii) within thirty (30) calendar days after the receipt of the transcript of such testimony by the
Producing Party. Until the expiration of thirty (30) calendar days after receipt of the transcript of
such testimony by the Producing Party, all testimony will be treated as "CONFIDENTIAL A TTORNEYS ' EYES ONLY." If no further designation is made, the testimony will remain so
designated .
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B.
Manner of Designation
Designation of Discovery Material shall be made by placing the notation
"CONFIDENTCAL" or "CONFIDENTIAL - ATTORNEYS ' EYES ONLY," in the following
manner:
(1)
For Documents, on each page of such document;
(2)
For tangible items, on the object or container thereof; or, if not practicable, as
otherwise agreed by the Parties;
(3)
For declarations, written discovery responses, court filing or pleadings, on the
face of such document and on each page thereof;
(4)
For testimony, Outside Counsel for either party may designate on the record at the
deposition. Outside Counsel may also designate on each page of the designated testimony and
any exhibit on which a witness gives the testimony.
(5)
All information not reduced to documentary, tangible, or physical form or that
cannot be conveniently designated shall be in writing and by any other means deemed
appropriate by the Producing Party (e. g., database tags, file names, or other reasonable means);
and designated by informing the Receiving Party of the designation
(6)
To the extent the Receiving Party subsequently generates copies of this
infonnation, whether electronic or hard-copy, the Receiving Party shall mark such copies with
the appropriate confidentiality designations. When Documents are produced in electronic form ,
the Producing Party shall include the confidentiality designation on the medium containing the
Documents. In the event that the Receiving Party prints Documents from such medium, the
Receiving Party shall mark each such page of the Documents with the appropriate designation.
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C.
Non-Party Discovery
(1)
The Parties recognize that, during the course of this case, nonparties may be
called upon to produce Protected Information. In such a case, the non-party who must produce
such Protected Information is considered to be a Producing Party, protected under this Protective
Order as though a signatory to it, and may use the procedures described herein to designate its
Discovery Materials as Protected Information.
(2)
A non-party' s use of this Protective Order to designate Protected Information
does not entitle that non-party access to any other Protected Information produced by any other
party or non-party.
IV.
Use and Disclosure Of Protected Information
Protected Information shall not be used or disclosed by the Parties, counsel for the
Parties, or any other persons involved in this litigation for any purpose whatsoever other than in
this litigation, including any appeal thereof. Protected Information exchanged during this
litigation shall not be used for any business purpose or in connection with any other legal
proceeding, including the litigation involving the same parties.
A.
Disclosure of "CONFIDENTIAL" Information
"CONFIDENTIAL" Documents, information, and material may be disclosed only to the
following persons, except upon receipt of the prior written consent of the Producing Party or
upon order of the Court:
(1)
Outside Counsel;
(2)
Independent litigation support services who have executed the Confidentiality
Statement attached as Exhibit A or an agreement providing at least as much protection as the
Confidentiality Statement attached as Exhibit A, including persons working for or as court
reporters, graphics or design services, jury or trial consulting services, and photocopy, document
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imaging, and database services retained by counsel and reasonably necessary to assist counsel
with the litigation of this Action;
(3)
The Court and its personnel;
(4)
Outside Consultants, including expert witnesses, or consulting experts retained
for the purpose of this litigation. "Outside Consultants" means any outside person (and their
support personnel) who is (a) not an employee, officer, or director of a party or of a competitor
of a party, nor anticipated at the time of retention to become an officer, director, or employee of
a party or of a competitor of a party, and (b) who is identified as an expert whose opinions may
be presented at trial of this case, or is retained or specially employed in anticipation of litigation
or preparation for trial and who is not expected to be called as a witness at trial, including but not
limited to a proposed expert witness with whom counsel may deem it necessary to consult
concerning technical, financial, or other aspects of this case for the preparation or trial thereof.
Such Outside Consultants must first sign the Confidentiality Statement attached as Exhibit A.
The Party obtaining the Confidentiality Statement must serve it on the other Party at least ten
days before the first disclosure of Protected Information, along with a written identification of
the Outside Consultant and a copy of his or her curriculum vitae. If the other Party has good
cause to object to the disclosure (not including challenging the qualifications of the expert
witness or consulting expert), it must serve the Party obtaining the Confidentiality Statement
with a written objection within ten days after service of the Confidentiality Statement and related
materials. Unless the Parties resolve the dispute within a reasonable time, the Party obtaining the
Confidentiality Statement must move the Court for a ruling, and the Protected Information may
not be disclosed to the Outside Consultant, prior to obtaining the Court's approval.
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(5)
In-house counsel who have responsibility for making decisions dealing directly
with the litigation of this Action and/or who are assisting outside counsel in the litigation of this
Action, and their legal staff, provided such counsel and legal staff have signed the
Confidentiality Statement attached as Exhibit A to this Order; and
(6)
Additional representatives designated by the Receiving Party and consented to by
the Producing Party, and who have signed the Confidentiality Statement attached as Exhibit A to
this Order (the Producing Party shall not unreasonably withhold such consent, and the
Requesting Party may seek leave of Court to designate such additional representative(s) if the
Requesting Party believes the other party has unreasonably withheld such consent).
B.
Disclosure of "CONFIDENTIAL - ATTORNEYS' EYES ONLY"
Information
Disclosure of Discovery Material that is designated "CONFIDENTIAL - ATTORNEYS '
EYES ONLY" may be made only to the Court, if filed under seal , and the individuals designated
in Sections IV.A(l)- (5).
C.
Outside Counsel Communication with Client
Nothing in this Order shall bar or otherwise restrict any counsel for a party from
rendering advice to his client with respect to this litigation and, in the course thereof, relying
upon his or her examination of Protected Information, provided that such communications or
advice shall not disclose or reveal Protected Information in violation of this Confidentiality
Order.
D.
Inadvertent Failure to Designate
The inadvertent failure by a Producing Party to designate Discovery Material as Protected
Information with one of the designations provided for under this Order shall not waive any such
designation provided that the Producing Party notifies all Receiving Parties that such Discovery
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Material is protected under one of the categories of this Order within fourteen (14) days of the
Producing Party learning of the inadvertent failure to designate. The Producing Party shall
reproduce the Protected Information with the correct confidentiality designation within seven (7)
days upon its notification to the Receiving Parties. Upon receiving the Protected Information
with the correct confidentiality designation, the Receiving Parties shall return or securely
destroy, at the Producing Party' s option, all Discovery Material that was not designated properly.
A Receiving Party shall not be in breach of this Order for any use of such Discovery
Material before the Receiving Party receives such notice that such Discovery Material is
protected under one of the categories of this Order, unless an objectively reasonable person
would have realized that the Discovery Material should have been appropriately designated with
a confidentiality designation under this Order. Once a Receiving Party has received notification
of the correct confidentiality designation for the Protected Information, the Receiving Party shall
treat such Discovery Material at the appropriately designated level pursuant to the terms of this
Order.
E.
Control of Documents
Counsel for the Parties shall make reasonable efforts to prevent unauthorized or
inadvertent disclosure of Protected Information. Counsel shall maintain the originals of the forms
signed by persons acknowledging their obligations under this Order for a period of three years
after the termination of the case.
F.
Filing Under Seal
This Order does not, by itself, authorize the filing of any document under seal. Any party
wishing to file a document designated as Protected Information in connection with a motion,
brief or other submission to the Court must comply with the Western District of Wisconsin Local
Rules.
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G.
No Greater Protection of Specific Documents
Except on privilege grounds not addressed by this Order, no party may withhold
information from discovery on the ground that it requires protection greater than that afforded by
this Order unless the party moves for an order providing such special protection.
H.
Resolution of Disputes Regarding Designation
The designation of any material or Document as Protected Information is subject to
challenge by any party. The following procedure shall apply to any such challenge.
(1)
Meet and Confer. A party challenging the designation of Protected Information
must do so in good faith and must begin the process by conferring directly with counsel for the
Producing Party. In conferring, the challenging party must explain the basis for its belief that the
confidentiality designation was not proper and must give the Producing Party an opportunity to
review the designated material, to reconsider the designation, and, if no change in designation is
offered, to explain the basis for the designation . The Producing Party must respond to the
challenge within five (5) business days.
(2)
Judicial Intervention. A party that elects to challenge a confidentiality
designation may file and serve a motion that identifies the challenged material and sets forth in
detail the basis for the challenge. Each such motion must be accompanied by a competent
declaration that affirms that the movant has complied with the meet and confer requirements of
this procedure. The burden of persuasion in any such challenge proceeding shall be on the
Producing Party. Until the Court rules on the challenge, all parties shall continue to treat the
materials as Protected Information under the terms of this Order.
V.
Use of Protected Information at Trial
Nothing in this Order shall be construed to affect the use of any document, material, or
information at any trial or hearing. A party that intends to present or that anticipates that another
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party may present Protected Information at a hearing or trial shall bring that issue to the Court's
and parties' attention by motion or in a pretrial memorandum without disclosing the Protected
Information. The Court may thereafter make such orders as are necessary to govern the use of
such documents or information at trial.
VI.
Protected Information Subpoenaed or Ordered Produced in Other Litigation
If a Receiving Party is served with a subpoena or an order issued in other litigation that
would compel disclosure of any material or Document designated in this action as Protected
Information, the Receiving Party must so notify the Producing Party, in writing, immediately and
in no event more than three court days after receiving the subpoena or order. Such notification
must include a copy of the subpoena or court order.
The Receiving Party also must immediately inform 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 the subject of this Order. In addition, the receiving party must deliver a
copy of this Order promptly to the party in the other action that caused the subpoena to issue.
The purpose of imposing these duties is to alert the interested persons to the existence of
this Order and to afford the Producing Party in this case an opportunity to try to protect its
Protected Information in the court from which the subpoena or order issued. The Producing Party
shall bear the burden and the expense of seeking protection in that court of its Protected
Information, and nothing in these provisions should be construed as authorizing or encouraging a
receiving pa1ty in this action to disobey a lawful directive from another court. The obligations set
forth in this paragraph remain in effect while the party has in its possession, custody or control
Protected Information by the other party to this case.
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VII.
Obligations on Conclusion of Litigation
A.
Order Continues in Force
Unless otherwise agreed or ordered, this Order shall remain in force after dismissal or
entry of final judgment not subject to further appeal.
B.
Obligations at Conclusion of Litigation
Within sixty-three days after dismissal or entry of final judgment not subject to further
appeal, all Protected Information under this Order, including copies of such information, shall be
returned to the Producing Party unless: (1) the Protected Information has been offered into
evidence or filed without restriction as to disclosure; (2) the Parties agree to destruction to the
extent practicable in lieu of return; or (3) as to Documents bearing the notations, summations, or
other mental impressions of the Receiving Party, that party elects to destroy the documents and
certifies to the Producing Party that it has done so.
VIII. Persons Bound
This Order shall take effect when entered and shall be binding upon all counsel of record
and their law firms, the Parties, and persons made subject to this Order by its terms.
IX.
Miscellaneous
A.
No Prior Judicial Determination
This Order is entered based on the representations and agreements of the Parties and for
the purpose of facilitating discovery. Nothing herein shall be construed or presented as a judicial
determination that any document or material designated Protected Information by counsel or the
Parties is entitled to protection under Rule 26(c) of the Federal Rules of Civil Procedure or
otherwise until such time as the Court may rule on a specific document or issue.
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B.
No Admissions or Agreements
The designation of any material as Protected Information in accordance with this
Protective Order is intended to facilitate the preparation and trial of this action, and treatment of
such material by counsel of record for named parties in conformity with such designation will
not be construed in any way as an admission or agreement by any party that the designated
material constitutes or contains any confidential or proprietary information.
C.
Modification
This Order may be modified by this Court for good cause shown or by mutual written
agreement between the Parties and this Court' s approval of such agreement. The Court may enter
a subsequent order addressing the use of Protected Information at trial or at the conclusion of the
above-captioned case.
D.
No Probative Value
This Confidentiality Order has been entered to facilitate discovery and the production of
relevant evidence in this action. Neither the entry of this Order, nor the designation of any
material as Protected Information, nor the failure to make such designation, shall constitute
evidence with respect to any issue in this action . The Confidentiality Order shall not aggregate or
diminish any contractual , statutory or other legal obligation or right of any party or person with
respect to any Protected Information. The fact that information is designated as Protected
Information under this Confidentiality Order shall not be deemed to be determinative of what a
trier of fact may determine to actually be Protected Information. This Confidentiality Order shall
be without prejudice to the right of any party to bring before the Court questions regarding: (1)
whether any particular material is or is not properly designated ; or (2) whether any particular
information or material is or is not entitled to a greater or lesser degree of protection under the
terms of this Confidentiality Order, provided that in doing so, the party complies with the
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procedures set forth herein. The fact that any information is disclosed, used, or produced in any
court proceeding in this case shall not be offered in any action proceeding before any court,
agency or tribunal as evidence of or concerning whether or not such information is admissible,
confidential, or proprietary.
E.
Protections for Expert Discovery
In addition to the Expert Discovery requirements and protections provided by the Federal
Rules, including Rule 26, the Parties agree to the following additional protections:
(a)
Oral and written communication between an Outside Consultant for any party or
parties, and the party or parties, or their attorneys or representatives employing
such Outside Consultant, which are made in connection with their engagement for
this case are not discoverable and need not be preserved, except to the extent that
the expert relies upon them for his opinions;
(b)
Drafts of a report of an expert witness for any party or parties that are prepared in
connection with the expert witness ' engagement for this action are not
discoverable and need not be preserved;
(c)
All notes, memoranda and other writings of an Outside Consultant that are
prepared in connection with their engagement for this case are not discoverable
and need not be preserved, except to the extent that an expert relies upon them for
his opinions, consults them, or refreshes his or her memory with them while
testifying at a deposition or at trial ; and
(d)
No party will argue or suggest at trial that any Outside Consultant should have
produced discovery, e.g., that the expert should have produced draft reports,
beyond what is required under this section.
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F.
Privilege Logs
The Parties agree that there is no duty to disclose privileged documents or information.
Further, the Parties agree that neither side need exchange privilege logs identifying privileged
documents or protected work product generated on or after December 19, 2017.
G.
Continuing Jurisdiction
This Confidentiality Order shall remain in full force and effect throughout this action and
after its conclusion and until modified, superseded or terminated by Order of the Court or by
agreement of the Parties. This Court shall retain jurisdiction over the Parties and any other
person who has had access to Protected Information pursuant to this Confidentiality Order, in
order to enforce the provisions of this Confidentiality Order.
IT IS SO ORDERED.
Dated:
f . . 2.. 7;- / i
HS Dish ia Judge
U.S. Magistrate Judge
WE SO MOVE
and agree to abide by the
terms of this Order
WE SO MOVE
and agree to abide by
the terms of this Order
Isl Bradley C. Graveline
Signature
Isl Maxwell J. Petersen
Signature
Bradley C. Graveline
Printed Name
Maxwell J. Petersen
Printed Name
Counsel for: Prestige Flag Mfg. Co., Inc.
Counsel for: Golf Solutions I, LLC
Dated: May 23 , 2018
Dated: May 23 , 2018
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EXHIBIT A
EXHIBIT A
EXHIBIT A
IN THE UNITED STATES DISTRICT COURT
FOR THE WESTERN DISTRICT OF WISCONSIN
PRESTIGE FLAG MFG. CO., INC.,
a California corporation,
Plaintiff,
Civil Action No. 3: 18-cv-98
GOLF SOLUTIONS 1, LLC,
A Wisconsin limited liability company doing
business as Laser Link Golf,
PATENT CASE
JURY TRIAL DEMANDED
Defendant.
CONFIDENTIALITY STATEMENT
I,
- - - - - - - - - - -, state that:
1.
My address is _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
2.
My present employer i s - - - - - -- - - - - - - - - - - - - -
3.
My present occupation or job description is _ _ _ _ _ _ _ _ _ _ _ __
4.
I am fully familiar with and agree to comply with and be bound by the provisions
of the Protective Order entered in the above-captioned litigation. I understand that I am to retain
all copies of any documents designated as "CONFIDENTIAL" or "CONFIDENTIAL ATTORNEYS' EYES ONLY" in the manner set forth in the Protective Order and no less than in
a secure manner, and that all copies are to remain in my personal custody until I have completed
my assigned duties, whereupon the copies and any writings prepared by me containing any
Protected Information are to be returned to counsel who provided me with such material or
destroyed as directed by such counsel.
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EXIDBITA
5.
I will not divulge to persons other than those specifically authorized by said
Protective Order, and will not copy or use except solely for the purpose of this action any
information obtained pursuant to said Protective Order, except as provided in said Protective
Order or as otherwise allowed by the United States District Court for the Western District of
Wisconsin . I also agree to notify any stenographic or clerical personnel who are required to assist
me of the terms of said Protective Order.
6.
I hereby consent to be subject to personal jurisdiction of the United States District
Court for the Western District of Wisconsin with respect to any proceeding relative to the
enforcement of the Protective Order.
7.
I state under penalty of perjury under the laws of the United States of America
that the foregoing is true and correct.
Signature
Printed Name
Dated
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