KATHLEEN M. TAFOYA, Magistrate Judge.
Plaintiffs and counterclaim-defendants Instamart Fulfillment LLC and Instamart IP, LLC (collectively "Instamart") and defendant and counterclaim-plaintiff Maplebear, Inc. ("Maplebear") (collectively referred to herein as the "Parties") anticipate that documents, testimony, or information containing or reflecting confidential, proprietary, trade secret, and/or commercially sensitive information are likely to be disclosed or produced during the course of discovery, initial disclosures, and supplemental disclosures in this case and request that the Court enter this Order setting forth the conditions for treating, obtaining, and using such information.
Pursuant to Rule 26(c) of the Federal Rules of Civil Procedure, the Court finds good cause for the following Agreed Protective Order Regarding the Disclosure and Use of Discovery Materials ("Order" or "Protective Order").
(a) Unless otherwise agreed by the Parties, Protected Material designated under the terms of this Protective Order shall be used by a Receiving Party solely for this case, and shall not be used directly or indirectly for any other purpose whatsoever.
(b) The Parties acknowledge that this Order does not confer blanket protections on all disclosures during discovery, or in the course of making initial or supplemental disclosures under Rule 26(a). Designations under this Order shall be made with care and shall not be made absent a good faith belief that the designated material satisfies the criteria set forth below. If it comes to a Producing Party's attention that designated material does not qualify for protection at all, or does not qualify for the level of protection initially asserted, the Producing Party must promptly notify all other Parties that it is withdrawing or changing the designation.
(a) "Confidential" Information or Items means information (regardless of how generated, stored or maintained) or tangible things that qualify for protection under the standards developed under Fed. R. Civ. P. 26 (c).
(b) "Counsel" (without qualifier) means Outside Counsel and Jack Leon Fetzer.
(c) "Designating Party" means a Party or non-party that designates information or items that it produces in disclosures or in responses to discovery as "Confidential" or "Highly Confidential — Attorneys' Eyes Only."
(d) "Discovery Material" means all items or information, including from any non-party, regardless of the medium or manner generated, stored, or maintained (including, among other things, testimony, transcripts, or tangible things) that are produced, disclosed, or generated in connection with discovery or Rule 26(a) disclosures in this case.
(e) "Expert" means 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 consultant in this action and who is not a past or current officer, director or employee of a Party to this action or of a competitor of a Party to this action and who at the time of retention and the time of disclosure of Protected Material is not anticipated to become an officer, director or employee of a Party to this action or of a competitor of a Party to this action.
(f) "Highly Confidential — Attorneys' Eyes Only" Information or Items means extremely sensitive Confidential Information or Items, disclosure of which to another Party or non-party would create a substantial risk of serious injury that could not be avoided by less restrictive means.
(g) "Outside Counsel" means counsel who are not officers, directors or employees of a Party and who appear on the pleadings as counsel for a Party in this action, partners and associates of such counsel to whom it is reasonably necessary to disclose the information for this litigation, and their paralegals and support staff.
(h) "Party" means any party to this case, including all of its officers, directors, employees, and outside counsel and their support staffs.
(i) "Producing Party" means any Party or non-party that discloses or produces any Discovery Material in this case.
(j) "Professional Vendors" means persons or entities that provide litigation support services (e.g., photocopying; videotaping; translating; preparing exhibits or demonstratives; organizing, storing, retrieving data in any form or medium) and their employees and subcontractors.
(k) "Protected Material" means any Discovery Material that is designated as "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY," as provided for in this Order.
(l) "Receiving Party" means any Party who receives Discovery Material from a Producing Party.
The computation of any period of time prescribed or allowed by this Order shall be governed by the provisions for computing time set forth in Federal Rule of Civil Procedure 6.
(a) The protections conferred by this Order cover not only Discovery Material governed by this Order as addressed herein, 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 their counsel in court or in other settings that might reveal Protected Material.
(b) Nothing in this Protective Order shall prevent or restrict a Producing Party's own disclosure or use of its own Discovery Material for any purpose, and nothing in this Order shall preclude any Producing Party from showing its Discovery Material to an individual who prepared the Discovery Material.
(c) Nothing in this Order shall be construed to prejudice any Party's right to use any Protected Material in court or in any court filing with consent of the Producing Party or by order of the Court.
(d) This Order is without prejudice to the right of any Party to seek further or additional protection of any Discovery Material or to modify this Order in any way, including, without limitation, an order that certain matter not be produced at all.
Even after the termination of this case, and unless otherwise indicated in this Order, the confidentiality obligations imposed by this Order shall remain in effect until a Producing Party agrees otherwise in writing or an order from this Court otherwise directs.
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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 unnecessarily encumber or retard the case development process or to impose unnecessary expenses and burdens on other parties) expose the Producing Party to sanctions.
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(a) Unless otherwise ordered by the Court, Discovery Material designated as "CONFIDENTIAL" may be disclosed only to the following:
(i) The Receiving Party's Outside Counsel;
(ii) Outside Counsel's immediate paralegals and staff, and any copying or clerical litigation support services working at the direction of such counsel, paralegals, and staff;
(iii) The officers, directors, and employees (including in-house counsel) of the Receiving Party to whom disclosure is reasonably necessary for this litigation;
(iv) The author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information;
(v) During their depositions, witnesses in the action (other than persons described above in Paragraph 8(a)(iv)) to whom disclosure is reasonably necessary and who have signed the "Acknowledgment and Agreement to Be Bound" (Exhibit A), unless otherwise agreed by the Designating Party or ordered by the Court. Pages of transcribed deposition testimony or exhibits to depositions that reveal Protected Material must be separately bound by the court reporter and may not be disclosed to anyone except as permitted under this Protective Order. Witnesses shown Protected Material shall not be allowed to retain copies;
(vi) Any Expert retained by the Receiving Party to assist in this action, provided that (a) disclosure is only to the extent necessary to perform such work; and (b) such Expert has already agreed to be bound by the provisions of the Protective Order by signing a copy of Exhibit A.
(vii) Court reporters, stenographers and videographers retained to record testimony taken in this action;
(viii) The Court, jury, and court personnel;
(ix) Document processing and hosting vendors, and graphics, translation, design, and/or trial consulting services, having first agreed to be bound by the provisions of the Protective Order by signing a copy of Exhibit A;
(x) Mock jurors who have signed an undertaking or agreement agreeing not to publicly disclose Protected Material and to keep any information concerning Protected Material confidential;
(xi) Any mediator who is assigned to hear this matter, and his or her staff, subject to their agreement to maintain confidentiality to the same degree as required by this Protective Order; and
(xii) Any other person with the prior written consent of the Producing Party or by order of this Court.
(a) Unless otherwise ordered by the Court, Discovery Material designated as "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY" may be disclosed only to:
(i) The Receiving Party's Outside Counsel. Unless otherwise agreed, Discovery Material designated as "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY" shall not be disclosed to Jack Leon Fetzer. For documents designated by defendant as "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY," in addition to the version that may be disclosed only to plaintiffs' Outside Counsel, defendant shall provide a redacted version that, to the extent it is practical to do so, redacts only those portions that qualify for the "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY" designation, which for purposes of this subparagraph means extremely sensitive Confidential Information or Items, disclosure of which to Jack Leon Fetzer would create a substantial risk of serious harm that could not be avoided by less restrictive means. The redacted version shall bear the same document production number as the unredacted version along with the further designation "REDACTED FOR JACK LEON FETZER" and may be disclosed to Jack Leon Fetzer and, subject to the restrictions of this Order, the other individuals listed in Paragraph 9(a). Where the entire document qualifies for the HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY" designation or it otherwise would not be practical to redact only those portions, defendant may instead provide a log that identifies such documents by document production number.
(ii) Outside Counsel's immediate paralegals and staff, and any copying or clerical litigation support services working at the direction of such counsel, paralegals, and staff;
(iii) The author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information;
(iv) Any Expert retained by the Receiving Party to assist in this action, provided that (a) disclosure is only to the extent necessary to perform such work; and (b) such Expert has already agreed to be bound by the provisions of the Protective Order by signing a copy of Exhibit A.
(v) Court reporters, stenographers and videographers retained to record testimony taken in this action;
(vi) The Court, jury, and court personnel;
(vii) Document processing and hosting vendors, and graphics, translation, design, and/or trial consulting services, having first agreed to be bound by the provisions of the Protective Order by signing a copy of Exhibit A;
(viii) Any mediator who is assigned to hear this matter, and his or her staff, subject to their agreement to maintain confidentiality to the same degree as required by this Protective Order; and
(ix) Any other person with the prior written consent of the Producing Party or by order of this Court.
(a) A Party shall not be obligated to challenge the propriety of any designation of Discovery Material under this Order at the time the designation is made, and a failure to do so shall not preclude a subsequent challenge thereto.
(b) Any challenge to a designation of Discovery Material under this Order shall be written, shall be served on outside counsel for the Producing Party, shall particularly identify the documents or information that the Receiving Party contends should be differently designated, and shall state the grounds for the objection. Thereafter, further protection of such material shall be resolved in accordance with the following procedures:
(i) The objecting Party shall have the burden of conferring either in person, in writing, or by telephone with the Producing Party claiming protection (as well as any other interested party) in a good faith effort to resolve the dispute. The Producing Party shall have the burden of justifying the disputed designation;
(ii) Failing agreement, the Receiving Party may bring a motion to the Court for a ruling that the Discovery Material in question is not entitled to the status and protection of the Producing Party's designation. The Parties' entry into this Order shall not preclude or prejudice any Party from arguing for or against any designation or redaction, establish any presumption that a particular designation or redaction is valid, or alter the burden of proof that would otherwise apply in a dispute over discovery or disclosure of information;
(iii) The burden of persuasion in any such challenge proceeding shall be on the Designating Party. Notwithstanding any challenge to a designation, the Discovery Material in question shall continue to be treated as designated under this Order until one of the following occurs: (a) the Party or non-party who designated the Discovery Material in question withdraws such designation in writing; or (b) the Court rules that the Discovery Material in question is not entitled to the designation.
(a) If at any time Protected Material is subpoenaed by any court, arbitral, administrative, or legislative body, the Party to whom the subpoena or other request is directed shall immediately give prompt written notice thereof to every Party or non-party who has produced such Discovery Material and to its counsel and shall provide each such Party or non-party with an opportunity to move for a protective order regarding the production of Protected Materials implicated by the subpoena.
(a) Absent written permission from the Producing Party or a court order secured after appropriate notice to all interested persons, a Receiving Party may not file in the public record any Protected Material.
(b) When filing any Protected Material, such documents shall be filed and served separately and in accordance with the Local Rules for the Federal District Court for the District of Colorado ("Local Rules"), the Electronic Case Filing ("ECF") Procedures, and the ECF User Manual for such district so that such documents are sealed from public view. Service of such Protected Material on all counsel for the named parties shall be in accordance with such Local Rules and ECF procedures, and be accompanied by a cover page or similar designation as provided under the Local Rules. All other documents not designated as Protected Material shall be filed separately in accordance with such Local Rules and ECF procedures so that they are otherwise made publicly available.
(a) The inadvertent production by a Producing Party of Discovery Material subject to the attorney-client privilege, work-product protection, or any other applicable privilege or protection, despite the Producing Party's reasonable efforts to prescreen such Discovery Material prior to production, will not waive the applicable privilege and/or protection if a notice and request for return of such inadvertently produced Discovery Material is made promptly after the Producing Party learns of its inadvertent production.
(b) Upon a notice and request from any Producing Party who has inadvertently produced Discovery Material that it believes is privileged and/or protected, each Receiving Party shall immediately return within five (5) days of such notice and request such Protected Material or Discovery Material and all copies to the Producing Party, except for any pages containing privileged markings by the Receiving Party which shall instead be destroyed and certified as such by the Receiving Party to the Producing Party.
(c) Within ten (10) days of the Producing Party's notice and request for the return and/or destruction of privileged Discovery Material, the Producing Party shall provide a privilege log with entries for the inadvertently produced document(s). The Producing Party shall maintain the referenced document(s) until the Parties resolve any dispute concerning the privileged nature of such documents or the Court rules on any motion to compel production of such documents. If a dispute arises concerning the privileged nature of the document(s) demanded or returned, the Parties shall meet and confer in good faith in an effort to resolve the dispute. If the Parties are unable to resolve the dispute, the Receiving Party may file a motion to compel the production of such document(s). In the event of such a motion to compel, the Producing Party shall have the burden to demonstrate the claimed privilege, work product immunity or other immunity. However, in no case will the return of any demanded document be delayed or refused by reason of a Party's objection to the demand or by the filing of a motion to compel, nor may a Party assert the fact of the inadvertent production as a ground for any such motion. The Parties further agree that the Receiving Party will not use or refer to any information contained within the document(s) at issue, including in deposition or at trial or in any Court filing, unless and until such a motion to compel production of that document is granted by the Court, except as such information may appear in any applicable privilege log.
(a) The inadvertent failure by a Producing Party to designate Discovery Material as Protected Material 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 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 Material with the correct confidentiality designation within seven (7) days upon its notification to the Receiving Parties. Upon receiving the Protected Material with the correct confidentiality designation, the Receiving Parties shall destroy all Discovery Material that was not designated properly.
(b) A Receiving Party shall not be in breach of this Order for any use of such Discovery Material before the Receiving Party receives the notice described in Paragraph 14(a). Once a Receiving Party has received the Protected Material with the correct confidentiality designation, the Receiving Party shall treat such Discovery Material at the appropriately designated level pursuant to the terms of this Order.
(c) Protected Material produced without the designation of "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY" may be so designated subsequent to production when the Producing Party failed to make such designation at the time of production through inadvertence or error. If Discovery Material is designated subsequent to production, the Receiving Party promptly shall collect any copies that have been provided to individuals so that they can be re-labeled with the "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL — ATTORNEYS' EYES ONLY" designation.
(a) In the event of a disclosure of any Discovery Material pursuant to this Order to any person or persons not authorized to receive such disclosure under this Protective Order, the Party responsible for having made such disclosure, and each Party with knowledge thereof, shall immediately notify counsel for the Producing Party whose Discovery Material has been disclosed and provide to such counsel all known relevant information concerning the nature and circumstances of the disclosure. The responsible disclosing Party shall also promptly take all reasonable measures to retrieve the improperly disclosed Discovery Material and to ensure that no further or greater unauthorized disclosure and/or use thereof is made.
(b) Unauthorized or inadvertent disclosure does not change the status of Discovery Material or waive the right to hold the disclosed document or information as Protected.
(a) Not later than ninety (90) days after the Final Disposition of this case, each Party shall return all Discovery Material of a Producing Party to the respective outside counsel of the Producing Party or destroy such Material, at the option of the Receiving Party. For purposes of this Order, "Final Disposition" occurs after an order, mandate, or dismissal finally terminating the above-captioned action with prejudice, including all appeals.
(b) All Parties that have received any such Discovery Material shall certify in writing that all such materials have been returned to the respective outside counsel of the Producing Party or destroyed. Notwithstanding the provisions for return of Discovery Material, outside counsel may retain one set of pleadings, correspondence and attorney and consultant work product (but not document productions) for archival purposes.
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SO ORDERED.
I have read, understand and agree to comply with and be bound by the terms of the Protective Order in the above-captioned matter. I further state that the Protective Order entered, or to be entered, by the Court, a copy of which has been given to me and which I have read, prohibits me from using any Protected Material, including documents, for any purpose not appropriate or necessary to my participation in this case or disclosing such documents or information to any person not entitled to receive them under the terms of the Protective Order. To the extent I have been given access to Protected Material, I will not in any way disclose, discuss, or exhibit such information except to those persons whom I know (a) are authorized under the Protective Order to have access to such information, and (b) have executed a similar Disclosure Agreement as this. I will return all materials containing Protected Material, copies thereof and notes that I have prepared relating thereto, to counsel for the party with whom I am associated, or I will destroy all such materials. I agree to be bound by the Protective Order in every aspect and to be subject to the jurisdiction of the United States District Court for the District of Colorado for purposes of its enforcement and the enforcement of my obligations under this Disclosure Agreement. I declare under penalty of perjury that the foregoing is true and correct.