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HOFFMANN v. STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY, EDCV 12-00647 JAK(Ex). (2012)

Court: District Court, C.D. California Number: infdco20121123569 Visitors: 16
Filed: Nov. 01, 2012
Latest Update: Nov. 01, 2012
Summary: [PROPOSED] ORDER RE STIPULATED PROTECTIVE ORDER ORDER CHARLES F. EICK, District Judge. WHEREAS, Plaintiff David Hoffmann and Defendant State Farm Mutual Automobile Insurance Company have entered into a Stipulated Protective Order in the above-referenced matter attached hereto as Exhibit A; IT IS HEREBY ORDERED THAT: The Stipulated Protective Order attached hereto as Exhibit A is approved and so ordered. IT IS SO ORDERED. EXHIBIT A Jack Perko, State Bar No. 164529 LAW OFFICES OF J
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[PROPOSED] ORDER RE STIPULATED PROTECTIVE ORDER

ORDER

CHARLES F. EICK, District Judge.

WHEREAS, Plaintiff David Hoffmann and Defendant State Farm Mutual Automobile Insurance Company have entered into a Stipulated Protective Order in the above-referenced matter attached hereto as Exhibit A;

IT IS HEREBY ORDERED THAT:

The Stipulated Protective Order attached hereto as Exhibit A is approved and so ordered.

IT IS SO ORDERED.

EXHIBIT A

Jack Perko, State Bar No. 164529 LAW OFFICES OF JACK PERKO 26895 Aliso Creek Road, Suite B66 Aliso Viejo, CA 92656 Tel: (818) 674-0948 Fax: (949) 916-1039 Attorney for Plaintiff David Hoffman. Barrett K. Green, State Bar No. 145393 Ian T. Wade, State Bar No. 229150 LITTLER MENDELSON A Professional Corporation 2049 Century Park East, 5th Floor Los Angeles, CA 90067 Tel: (310) 553-0308 Fax: (310) 553-5583 Attorneys for Defendant State Farm Automobile Insurance Company. UNITED STATES DISTRICT COURT FOR THE CENTRAL DISTRICT OF CALIFORNIA DAVID HOFFMANN, an individual CASE NO. EDCV 12-00647 JAK(Ex) Plaintiff, vs. STIPULATED PROTECTIVE ORDER STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY, DON FRANCO, FRANK BROWN and DOES 1-25, inclusive, Assigned to: Hon. John A. Kronstadt Complaint Filed: January 19, 2012 Defendants. Removal Filed: April 27, 2012

To expedite the flow of discovery material, facilitate the prompt resolution of disputes over the confidentiality of information, adequately protect material entitled to be kept confidential, and ensure that protection is afforded only to material so entitled, it is STIPULATED as follows:

1.0. Definitions.

1.1 Party: Any party to this action, including all of its officers, directors, employees, and in-house counsel (and their support staff).

1.2 Disclosures or Discovery Material: All items or information, regardless of the medium or manner generated, stored, or maintained (including, among other things, testimony, transcripts, documents or tangible things) that are produced or generated in disclosures or responses to discovery in this matter.

1.3 "Confidential" Information or Items:

(i) Information or records obtained from any of Plaintiff's past or present health care providers, whether received via authorization, subpoena, or otherwise; (ii) Information or records concerning Plaintiffs eligibility for State Disability, Social Security, Supplemental Security Income (SSI), Medicare, Medicaid, or Unemployment Insurance; and (iii) Information designated in good faith as "Confidential" by a Party. (iv) With respect to confidential information as identified in 1.3(i-iii), documents that already are in the possession of a Party or are obtained through other means outside of this lawsuit are not transmuted into confidential records simply because they were also produced by a Party pursuant to this protective order.

1.4 Designating Party: A Party or non-party that designates its Disclosures or Discovery Material as "Confidential".

1.5 Receiving Party: A Party that receives Disclosures or Discovery Material from a Designating Party.

1.6 Protected Material: Any Disclosure or Discovery Material that constitutes Confidential Information as described herein.

1.7 Outside Counsel: Attorneys who are not employees of a Party but who are retained to represent or advise a Party in this action.

1.8 In-House Counsel: Attorneys who are employees of a Party.

1.9 Counsel (without qualifier): Outside Counsel and In-House Counsel (as well as their support staffs).

1.10 Expert: A person with specialized knowledge or experience in a matter pertinent to the litigation who has been retained by a Party or its Counsel to serve as an expert witness or as a consultant in this litigation; and who is not a past or a current employee of a Party and who, at the time of retention, was not anticipated to become an employee of a Party. This definition includes a professional jury or trial consultant retained in connection with this litigation.

1.11 Professional Vendors: Persons or entities that provide litigation support services (e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, organizing, storing, retrieving data in any form or medium; etc.) and their employees and subcontractors.

2.0 Scope.

The protections conferred by this Protective Order cover not only Protected Material (as defined above), but also any information copied or extracted therefrom, as well as all copies, excerpts, summaries, or compilations thereof, plus testimony, conversations, or presentations by parties or counsel to or in court or in other settings that would reveal Protected Material.

3.0 Duration.

Even after the termination of this litigation, the confidentiality obligations imposed by this Protective Order shall remain in effect until a Designating Party agrees otherwise in writing or a Court orders otherwise.

4.0 Designating Protected Material.

4.1 Exercise of Restraint and Care in Designating Disclosure or Discovery Material for Protection. Each Party or non-party that designates Disclosures or Discovery Material for protection under this Order must take care to limit any such designation to specific Disclosures or Discovery Material that qualifies under the appropriate confidentiality standard. A Designating Party must take care to designate for protection only those parts of the Disclosures or Discovery Material, so that other portions of the Disclosures or Discovery Material for which protection is not warranted are not swept unjustifiably within the ambit of this Protective Order.

If it comes to a Designating Party's attention that Disclosures or Discovery Material that that party designated for protection does not qualify for protection at all, or does not qualify for the level of protection initially asserted, that Designating Party must promptly notify all other parties that it is withdrawing the improper designation.

4.2 Manner and Timing of Designations. Except as otherwise provided in this Protective Order (see, e.g., second paragraph of section 4.2(a), below), or as otherwise stipulated or ordered, Disclosures or Discovery Material that qualifies for protection under this Protective Order must be clearly so designated before such material is disclosed or produced. Designation in conformity with this Protective Order requires:

4.2(a) For Disclosures or Discovery Material in documentary form (apart from transcripts of depositions or other pretrial proceedings), that the Designating Party affix the legend "CONFIDENTIAL" prominently on each page that contains Protected Material. If only a portion or portions of a document or material on a page qualifies for protection, the Designating Party also must clearly identify the protected portion(s) (e.g., by making appropriate markings in the margins.

A Party or non-party that makes original Disclosures or Discovery Material available for inspection need not designate them for protection until after the inspecting Party has indicated which Disclosures or Discovery Material it seeks to have copied and produced. During the inspection and before the designation, all of the Disclosures or Discovery Material made available for inspection shall be deemed "Confidential." After the inspecting Party has identified the Disclosures or Discovery Material it seeks to have copied and produced, the Designating Party must determine which, if any, Disclosures or Discovery Material, or portions thereof, qualify for protection under this Protective Order. Prior to producing the specified Disclosures or Discovery Material, the Designating Party must affix the legend "Confidential" prominently on each page as set forth above.

4.2(b) For Disclosures or Discovery Material in the form of testimony given in deposition or in other pretrial proceedings, that the Party or non-party offering the testimony identify on the record, before the close of the deposition, hearing, or other proceeding, all protected testimony, and further specify any portions of the testimony that qualify as "Confidential".

Any Party may also designate testimony that is entitled to protection by notifying all Parties in writing within twenty (20) days of receipt of the transcript, of the specific pages and lines of the transcript which should be treated as "Confidential" thereafter. Each Party shall attach a copy of such written notice or notices to the face of the transcript and each copy thereof in its possession, custody or control. Unless otherwise indicated, all deposition transcripts shall be treated as "Confidential" for a period of twenty (20) days after the receipt of the transcript. Transcript pages containing Protected Material must be separately bound by the court reporter, who must prominently affix on each such page the legend "Confidential" as instructed by the Party or non-party offering or sponsoring the witness or presenting the testimony.

4.2(c) For Disclosures or Discovery Material produced other than in documentary or testimony form, and for any other tangible items, that the Designating Party affix in a prominent place on the exterior of the container in which or disk (or similar device) on which the information or item is stored the legend "Confidential". If only portions of the information or item warrant protection, the Designating Party, to the extent practicable, shall identify the protected portions as "Confidential".

4.3 Inadvertent Failures to Designate. An inadvertent failure to designate qualified information or items as "Confidential" does not, standing alone, waive the Designating Party's right to secure protection under this Protective Order for such material. If any Disclosures or Discovery Material is appropriately designated as "Confidential" after the material was initially produced, the Receiving Party, on notification of the designation, must make reasonable efforts to assure that the material is treated in accordance with the provisions of this Protective Order.

4.4 Nonparty Designations During Deposition. During the deposition of any nonparty, the nonparty may designate any Disclosures or Discovery Material as "Confidential" so long as it is conducted in good faith. Further, any nonparty seeking to invoke any protection accorded by the Protective Order must either provide a copy of the "Agreement to Be Bound by Protective Order" (attached as Exhibit A) executed by the nonparty to all counsel of record for the Parties or so agree on the record during the deposition.

4.5 Confidential Information Deemed to be Designated "Confidential. Notwithstanding anything herein to the contrary, all information defined as "Confidential" in Paragraphs 1.3 (i) and 1.3 (ii) shall be deemed to be designated as "Confidential", irrespective of whether or not the material has been designated as such.

5. Challenging Confidentiality Designations.

5.1 Timing of Challenges. Unless a prompt challenge to a Designating Party's confidentiality designation is necessary to avoid foreseeable substantial unfairness, unnecessary economic burdens, or a later significant disruption or delay of the litigation, a Party does not waive its right to challenge a confidentiality designation by electing not to mount a challenge promptly after the original designation is disclosed.

5.2 Meet and Confer. A Party who elects to initiate a challenge to a Designating Party's confidentiality designation must first meet and confer in good faith with counsel for the Designating Party. In conferring, the challenging Party must explain the basis for its belief that the confidentiality designation was not proper and must give the Designating Party an opportunity to review the designated material, to reconsider the circumstances, and, if no change in designation is offered, to explain the basis for the chosen designation within 7 days of the first meet and confer effort. A challenging Party may proceed to the next stage of the challenge process only if it has first engaged in this meet and confer process.

5.3 Judicial Intervention. If the parties are unable to resolve the challenge, the Designating Party may, within 45 days of first notification of the challenge to its confidentiality designation or by such time as the parties otherwise agree, commence the process set forth in Local Rule 37-2 to obtain an order confirming the confidentiality of the material designated as "Confidential" and challenged by any other Party. The process set forth in Local Rule 37-2 is "commenced" upon delivery by the Designating Party to the challenging party the Designating Party's portion of a Joint Stipulation in support of a discovery motion seeking entry of a confirmatory protective order. A party who fails to commence the process under Local Rule 37-2 to obtain a confirmatory order within the 45-day period set forth immediately above shall be estopped from later claiming confidentiality of the Confidential Information.

The burden of persuasion in any such challenge proceeding shall be on the Designating Party. Until the Court rules on any challenge or the 45-day period described above lapses without initiation of the process set forth in Local Rule 37-2, all Parties shall continue to afford the material in question the level of protection to which it is entitled under the Designating Party's designation.

6.0 Access To And Use Of Protected Material.

6.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or produced by another Party or by a non-party in connection with this case only for prosecuting, defending, or attempting to settle this litigation. Such Protected Material may be disclosed only to the categories of persons and under the conditions described in this Protective Order. When the litigation has been terminated, a Receiving Party must comply with the provisions of Section 10 below.

Any Material, or any part thereof, designated as "CONFIDENTIAL" shall be used only for the preparation and trial of this action, including discovery, pre-trial proceedings, motions, mediations, arbitrations, trial, appellate proceedings and petitions for reconsideration and/or review, and shall not be used for any business, commercial or other purpose. Further, nothing in this Confidentiality Order (a) affects, in any way, the use or admissibility of any documents, testimony, or other evidence at mediation, arbitration, settlement conference, or trial or (b) restricts the use of information obtained from sources other than discovery conducted under the terms of this Confidentiality Order.

Protected Material must be maintained by a Receiving Party at a location and in a secure manner that ensures that access is limited to persons authorized under this Protective Order.

6.2 Disclosure of "Confidential" Information or Items. Unless otherwise ordered by the Court or permitted in writing by the Designating Party, a Receiving Party may disclose any information or item designated "Confidential" only to the following:

6.2(a) Counsel to whom disclosure is reasonably necessary for this litigation and the secretarial, clerical and paralegal staff of each, and other persons or entities retained by such counsel to provide litigation-related services, including deposition notaries and staff;

6.2(b) Experts (as defined in this Protective Order) of a Party to whom disclosure is reasonably necessary for this litigation;

6.2(c) The Court and its personnel;

6.2(d) Court reporters, their staffs, and professional vendors to whom disclosure is reasonably necessary for this litigation;

6.2(e) During their depositions, witnesses in the action to whom disclosure is reasonably necessary. Pages of transcribed deposition testimony or exhibits to depositions that contain Protected Material must be separately bound by the court reporter and may not be disclosed to anyone except as permitted under this Protective Order;

6.2(f) The author of or recipient of the Protected Material or the original source of the information;

6.2(g) Professional vendors;

6.2(h) The Parties to this litigation and their current directors, officers and employees;

6.2(i) Any mediators or arbitrators utilized in this litigation;

6.2(j) Witnesses who are being prepared by counsel to give testimony at a deposition or at trial, or who are being examined by counsel at a deposition or at trial.

7. Protected Material Subpoenaed Or Ordered Produced In Other Litigation.

If a Receiving Party is served with a subpoena or a Court order issued in other litigation that would compel disclosure of any information or items designated in this action as "Confidential" the Receiving Party must immediately notify the Designating Party, in writing and in no event more than five (5) court days after receiving the subpoena or Court 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 the Protected Material covered by the subpoena or order is the subject of this Protective Order. In addition, the Receiving Party must deliver a copy of this Protective Order promptly to the Party in the other action that caused the subpoena or order to issue.

The purpose of imposing these duties is to alert the interested parties to the existence of this Protective Order and to afford the Designating Party in this case an opportunity to try to protect its confidentiality interests in the Court from which the subpoena or order issued. The Designating Party shall bear the burdens and the expenses of seeking protection in that court of its Protected Material — and nothing in these provisions should be construed as authorizing or encouraging a Receiving Party in this action to disobey a lawful directive from another Court.

8. Unauthorized Disclosure Of Protected Material.

If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected Material to any person or in any circumstance not authorized under this Protective Order, the Receiving Party must immediately (a) notify in writing the Designating Party of the unauthorized disclosures, (b) use its best efforts to retrieve all copies of the Protected Material, (c) inform the person or persons to whom unauthorized disclosures were made of all the terms of this Order, and (d) request such person or persons to execute the "Acknowledgment and Agreement to Be Bound" (attached as Exhibit A).

9. Filing Protected Material.

In the event that counsel for any party desires to file with the Court any document which includes any Protected Material, such document shall be filed separately in a sealed envelope pursuant to Central District of California Local Rule 79-5.1, upon which shall prominently appear the following statement:

This envelope contains documents subject to a Stipulated Protective Order concerning the use of confidential discovery material entered by the Court in this action. This envelope shall not be opened, nor shall the contents be displayed or revealed except by order of the Court.

This Section shall not apply to the Parties' submission of exhibits for trial, nor the handling of exhibits during trial.

10. Final Disposition.

Unless otherwise ordered or agreed in writing by the Designating Party, after the final termination of this litigation, including any appeals, if a Designating Party requests in writing the return or destruction of any or all of its Protected Material to the Receiving Party, within thirty (30) days of such request, the Receiving Party must submit a written certification, under penalty of perjury, to the Designating Party that all Protected Material was returned or destroyed, including any copies, abstracts, compilations, summaries or other forms of reproducing or capturing any of the Protected Material. Notwithstanding this provision, Outside Counsel may retain an archival set of copies of Protected Material. Any such archival copies that contain or constitute Protected Material remain subject to this Protective Order as set forth in Section 4 above.

11. Inadvertent Production of Privileged Documents.

Inadvertent production of any document or information which a party later claims should not have been produced because of a privilege, including but not limited to attorney-client or work product privilege ("Inadvertently Produced Privileged Document"), will not be deemed to waive any privilege. A party may request the return of any Inadvertently Produced Privileged Document. A request for the return of an Inadvertently Produced Privileged Document shall identify the document inadvertently Produced and the basis for withholding such document from production. If a party requests the return, pursuant to this paragraph, of any Inadvertently Produced Privileged Document then in the custody of another party, the possessing party shall within three (3) days return to the requesting party the Inadvertently Produced Privileged Document and all copies thereof and shall not make use of such documents or information in this proceeding or otherwise. The party returning such material may then move the Court for an order compelling production of the documents or information, but said party shall not assert as a ground for entering such an order the fact or circumstances of the inadvertent production.

12. Miscellaneous.

12.1 Right to Further Relief. Nothing in this Protective Order abridges the right of any person to seek its modification by the Court in the future.

12.2 Right to Assert Other Objections. By stipulating to the entry of this Protective Order, no Party waives any right it otherwise would have to object to disclosing or producing any Disclosure or Discovery Material on any ground not addressed in this Protective Order. Similarly, no Party waives any right to object on any ground to use in evidence of any of the Disclosure or Discovery Material covered by this Protective Order.

IT IS SO STIPULATED.

DATED: October 18, 2012 LAW OFFICES OF JACK PERKO By: JACK PERKO Attorneys for Plaintiff DAVID HOFFMANN DATED: October 23, 2012 LITTLER MENDELSON APC By: BARRETT K. GREEN IAN T. WADE Attorneys for Defendant STATE FARM MUTUAL AUTOMOBILE INSURANCE CO.

Exhibit A

Agreement to be Bound By Protective Order

I, ________________, do solemnly swear that I am fully familiar with the terms of the Protective Order entered in David Hoffmann v. State Farm Mutual Automobile Insurance Company., C.D. Cal. Case No. EDCV 12-00647 JAK(Ex), and hereby agree to comply with and be bound by the terms and conditions of the Protective Order unless and until modified by further order of the Parties or this Court. I hereby consent to the jurisdiction of said Court for purposes of enforcing this Protective Order.

Signature: _________________________ Printed Name: ______________________ Dated: _____________________________
Source:  Leagle

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