GEROGE FOLEY, Jr., Magistrate Judge.
Pursuant to Fed.R.Civ.P. 26(c), Plaintiff Donald Allbaugh by and through undersigned counsel and Defendants California Ironworkers Field Pension Trust, and Board of Trustees of the California Ironworkers Field Pension Trust, Plan Administrator of the California Ironworkers Field Pension Trust by and through undersigned counsel hereby stipulate and request that the Court enter the following protective order to protect the personal and confidential information of individuals whose benefit information may be disclosed in discovery in this action.
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a. Is produced for or disclosed to a receiving party (Plaintiff or Defendants); and
b. A party (Plaintiff or Defendants) reasonably and in good faith believes to constitute or contain Personal Information, trade secrets or otherwise constitutes business proprietary and/or confidential material, or other confidential research, development, or commercial information, whether embodied in physical objects, documents, or other factual knowledge of persons, and specifically shall include but not necessarily be limited to, financial data, consumer surveys, marketing studies, databases of business contacts, databases of business document templates, policies, procedures, rules and regulations, bulletins, memoranda, training materials, and any and all writings reflecting same. "Personal Information" means sensitive personal information about an individual, including but not limited to such information as medical information, date of birth, home address, social-security number, taxpayer identification number, financial account and/or brokerage account numbers, mother's maiden name, racial or ethnic origin, social security numbers, and/or benefit calculation information relating to compensation and the amount of benefit; and
c. Has been designated as "Confidential" information or material by a producing party in compliance with Paragraph 3 of this Stipulation, and Court's Order thereon, and in advance of its production.
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For written material, documents, or other tangible items, the designation of any particular page of written material shall mean that all information contained on that page is designated "Confidential" unless otherwise indicated. To the extent possible, such designation shall be made so as not to interfere with the content of any such written material.
In the event that a Producing Party produces files and records in electronic form, the Producing Party shall simultaneously provide a schedule of such files and records containing a designation of those which contain Confidential Information. In the event that any such files or records are thereafter printed out in hard copy by the receiving party, the receiving party shall mark those documents printed with a label or other method of designation consistent with the documents' status with this Stipulation and Court's Order thereon.
For information not reduced to written material, document, or other tangible item, or information that can not be conveniently designated as set forth in this paragraph, any party may designate the confidential information by giving written notice to the receiving party at the time the confidential information is produced. The written notice must clearly identify that part of the information being produced that is designated as "Confidential."
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(a) The named parties to this action, including officers, directors, insurers, and other employees of the party to whom disclosure of confidential information is deemed necessary by that party for purposes of this action only;
(b) The attorneys of record in this action, attorneys employed in-house by or on behalf of the parties, any attorneys retained by the parties in this action to consult on the litigation, their respective partners, associates, clerks, legal assistants, secretaries, and stenographic and support personnel, and such other persons retained by such attorneys to provide litigation support services in this action;
(c) Any persons to whom the Court in this action orders that disclosures may be made.
(e) Outside experts and consultants retained for the purpose of assisting in the preparation of this action or for the purpose of testifying by deposition or at the trial of this matter; provided, however, that prior to disclosing any Confidential Material to any such expert or consultant, the party intending to disclose shall obtain from each such person his or her signature to this Order agreeing to be bound by the provisions of this Stipulation and Court's Order thereon. An original of each such consent agreement executed pursuant to this paragraph is to be retained by counsel of record for the party intending to disclose the Confidential Material; and
(f) The participant, retiree or beneficiary or their authorized representatives may review their own Personal Information designated as confidential information.
Each person to whom disclosure of confidential information is made agrees to be subject to the jurisdiction of this Court solely for purposes of proceedings relating to that person's performance under, compliance with, or violation of any Order entered by this Court in connection with this Stipulation, and Court's Order thereon.
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Any party may challenge or object to the designation as "Confidential" of any information and material and/or seek removal of particular items of "Confidential" information or material by giving counsel for all other parties written notice of her/its intent to seek removalon or before the date the final pretrial disclosures are due,, which notice shall specify the items of "Confidential" information and material for which removal is sought. The written notice shall have attached a copy of such designated material or shall identify each subject document by production number or deposition page and shall state that the receiving party objects to the designation. Counsel for the objecting party shall then initiate a conference in good faith in an effort to resolve any dispute concerning such designation. Counsel for the designating party shall have fourteen (14) days from the date of service of the objection to provide any reasons for justifying the designation.
If the objection cannot be resolved by agreement within twenty-one (21) days of the date of service of the objection, the party objecting to the "Confidential" designation, may make a motion to the Court, subject to the rules applicable to motions generally, to declassify such information. No party to the action shall be deemed by treating information and/or material as "Confidential" to have conceded that the information actually is "Confidential," however, the party claiming classification of any information designated as "Confidential," shall have the burdens of proof and persuasion on said issue.
For purposes of this Stipulation, and Court's Order thereon, "receipt" of an objection made pursuant to this paragraph shall mean on completion of transmission, if service is made by facsimile, on delivery, if service is made personally, two days after mailing, if service is made by express mail or other means of overnight delivery, and three days after the date of mailing, if service is made by regular mail.
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If the witness and/or his or her attorney is not a qualified recipient, then before the examination commences concerning "Confidential" material, the witness and his or her attorney each may be requested to provide written confirmation that he or she will comply with the terms of this Stipulation, and Court's Order thereon, and maintain the confidentiality of the "Confidential" information or material disclosed during the course of the interview or examination. If the witness and/or his or her attorney declines to provide written confirmation agreeing to the terms of the Stipulation, and Court's Order thereon, the producing party has the right to adjourn the examination to promptly seek a further protective order from the Court prohibiting the witness and/or his or her attorney from disclosing the "Confidential" information or material.
Any court reporter who takes down testimony in this action, through interview, examination, deposition or otherwise (collectively "deposition"), will be given a copy of this Stipulation, and Court's Order thereon, and may be required to agree on the transcript of the deposition, that he or she will not disclose any testimony and/or information revealed at the deposition, except to the attorneys of record for the parties in this action or to such other qualified recipients as the attorneys of record for the parties so designate in writing to the court reporter.
Unless the parties reach a different agreement prior to the deposition's conclusion, and upon request of any Party, the transcript, the original, and all copies of any deposition transcript, and exhibits, where confidential material was referenced or will be initially considered as a whole to constitute "Confidential" information subject to this Stipulation, and Court's Order thereon, and will be conspicuously marked as described below. The Party then has 20 days from receipt of the transcript from the court reporter to designate any pages of the deposition transcript or exhibits thereto as "Confidential." Any disputes over this designation, in whole or in part, will be resolved through the procedure and in accordance with the burden of proof designated in Paragraph 6, above, for challenges to the designation as "Confidential" information.
Once resolved, or if no challenge is made, the reporter will promptly conform the original transcript, and counsel will conform their copies of the transcript in accordance with the agreedupon or resolved designation. The portions designated as "Confidential" will thereafter be bound in a separate booklet, conspicuously marked on the cover thereof with the words "CONFIDENTIAL — SUBJECT OF PROTECTIVE ORDER" and shall be treated as "Confidential" information or material subject to this Stipulation, and Court's Order thereon.
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(a) Rendering advice to his, her or its client with respect to this action; or
(b) Generally referring to or relying on his or her examination of documents that have been produced under this Stipulation, and the Court's Order thereon, and that contain "Confidential" information.
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(a) Is or is not relevant, material, or otherwise discoverable;
(b) Is or is not confidential or proprietary to any party;
(c) Is or is not entitled to particular protection; or
(d) Embodies or does not embody trade secrets or confidential research, development, or commercial information of any party.
In making a claim or defense as set forth in this section 14, the party must comply with the procedures described in this Stipulation and the Court's Order thereon. This Stipulation, and Court's Order thereon, is entered without prejudice to the right of any party to apply to the Court at any time to modify the restrictions of any such Order, when convenience or necessity requires. The procedures set forth in this Stipulation, and Court's Order thereon, will not affect the rights of the parties to object to discovery on grounds other than those related to trade secrets or proprietary information claims, nor will they relieve a party of the necessity of proper response to discovery devices.
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(a) Is or is not relevant, material, or otherwise admissible;
(b) Is or is not confidential or proprietary to any party;
(c) Is or is not entitled to particular protection; or
(d) Embodies or does not embody trade secrets or confidential research, development, or commercial information of any party.
Further, a party that receives material or information in this action that is designated as "Confidential" may not use that material or information in another legal proceeding or for any other purpose than litigating the instant action, absent written consent from the disclosing party. In addition, Counsel shall attempt to agree upon procedures to protect the confidentiality of Confidential Material at any hearing or trial and if Counsel deems it necessary, prior to such hearing or trial, Counsel shall submit proposed procedures, including any disputes relating thereto, to the Court for its approval or modification.
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In the event that any deposition transcript marked "CONFIDENTIAL — SUBJECT OF PROTECTIVE ORDER" contains information or materials deemed confidential by more than one party, the transcript shall be returned to the party first making request for return of same.
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IT IS SO ORDERED.
_____________________ declares that:
I reside at _________________, in the City of ____________, County of _______________, State of ____________________.
I have read the Stipulated Confidentiality Order of record in Donald Allbaugh v. California Ironworkers Field Pension Trust, and Board of Trustees of the California Ironworkers Field Pension Trust, Plan Administrator of the California Ironworkers Field Pension Trust pending in the United States District Court for the District of Nevada.
I fully understand and agree to comply with and be bound by the provisions of the Stipulated Confidentiality Order and hereby submit myself to the jurisdiction of the United States District Court for the District of Nevada, for the purposes of enforcement of the Stipulated Confidentiality Order.
I will keep in confidence, and will not divulge to anyone, other than those permitted to have access under the terms of the Stipulated Confidentiality Order, copy, or use, except solely for the purposes of that action, any documents, testimony, or other information designated as Confidential pursuant to the Stipulated Confidentiality Order.
I declare under penalty of perjury that the foregoing is true and correct.