SUZANNE H. SEGAL, Magistrate Judge.
Plaintiff Shaked & Posner ("Plaintiff") and Defendant ReachLocal, Inc. ("Defendant," and collectively with Plaintiff, the "Parties") hereby stipulate and agree between and among themselves, by and through their attorneys, to the entry of this Stipulated Protective Order ("Protective Order" or "Order") to govern the use, dissemination, and disclosure of certain documents and materials described below and obtained by the parties through discovery in the above-captioned matter, Shaked & Posner v. ReachLocal, Inc., et al., 2:14-cv-03400-DMG (the "Action").
The Parties acknowledge that this Order does not confer blanket protections on all disclosures or responses to discovery and that the protection it affords extends only to the limited categories of information or items identified in Sections 2.6 and 2.7, infra. This Protective Order does not modify any of the relevant procedures set forth in the Local Civil Rules.
Per the Court's standing order, the Parties hereby identify reasons establishing good cause. Plaintiff is a law firm, and wishes to protect its confidential marketing strategy and communications. Defendant is a digital marketing company that desires to protect, inter alia, confidential and proprietary intellectual property, know-how, proprietary business processes, and business relationships (including terms thereof) in order to avoid competitive harm; it also seeks to protect confidential customer information, including confidential marketing strategy and communications information for its customers, the disclosure of which could cause competitive harm to its customers; it also seeks to protect from disclosure to competitors and customers its customer base and other, non-public information about its customers.
The Court being fully advised, and upon good cause shown, enters the following Protective Order limiting the disclosure and use of certain discovered information as hereinafter provided.
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
2.10
2.11
2.12
2.13
2.14
This Order does not apply to information, Protected Material or otherwise, presented at court proceedings and/or trial, subject to Paragraph 8.5 below. 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 might reveal Protected Material.
This Order applies to information exchanged or obtained in discovery in this Action. Even after the termination of this Action, the confidentiality obligations imposed by this Order shall remain in effect until the Designating Party that produced the Protected Material at issue agrees otherwise in writing or a Court order otherwise directs. At the appropriate time, the Parties will seek a separate order from the district judge for other proceedings, such as pre-trial and post-judgment matters.
5.1
5.2
5.3
5.4
The designation of Disclosures or Discovery Materials as "Confidential" or "Highly Confidential" Disclosures or Discovery Materials for purposes of this Order shall be made in the following manner:
(a)
A Producing Party that makes original documents or materials available for inspection need not designate them for protection until after the inspecting party(ies) have indicated which material they would like copied and produced. During the inspection and before the designation, all of the material made available for inspection shall be deemed Protected Material. After the inspecting party(ies) have identified the documents they want copied and produced, the Producing Party will determine which documents qualify for protection under this Order. Before producing the specified documents, the Producing Party will affix the legend "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL" to each page containing Confidential or Highly Confidential Disclosures or Discovery Material, respectively. All material
(b)
Only those portions of the testimony that are appropriately designated for protection within the thirty (30) days after delivery of the deposition transcript shall be covered by the provisions of this Stipulated Protective Order. However, before such thirty (30) day period expires, all testimony, exhibits, and transcripts of depositions or other testimony shall be treated as Highly Confidential. Transcript pages containing Protected Material must be separately bound by the court reporter, who must affix to the top or bottom of each such page the legend "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL" as instructed by the Party or nonparty offering or sponsoring the witness or presenting the testimony. All portions of deposition transcripts not designated as Confidential or Highly Confidential as provided in Paragraph B shall be deemed not confidential. No copy of any transcript of any deposition taken by any party that is designated in whole or in part as Confidential or Highly Confidential shall be furnished by the reporter to any person other than to counsel of record for the Parties, or to any other person unless expressly authorized herein.
(c)
(d)
5.5
If any Confidential or Highly Confidential information is inadvertently produced without being marked appropriately as Protected Material in accordance with this Order, the Producing Party may thereafter designate such material(s) as Confidential or Highly Confidential. Such corrections and notice thereof shall be made in writing, accompanied by substitute copies of each item appropriately marked. Upon receipt of such notice, the Receiving Party shall immediately:
6.1
6.2
6.3
7.1
Each person having access to Confidential or Highly Confidential Disclosures or Discovery Material under this Order shall use take all reasonable steps to comply with this Order. In addition, each person to whom Confidential or Highly Confidential Disclosures or Discovery Material may be disclosed and who is required to sign the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A shall do so prior to the time Confidential or Highly Confidential Disclosures or Discovery Material are disclosed.
7.2
(a) the Receiving Party's Outside Counsel of record in this Action, as well as paralegals, technical, administrative, and clerical employees working under the direct supervision of such counsel and to whom it is reasonably necessary to disclose the information for this litigation. Counsel of record shall be responsible to ensure that the supervised personnel comply with the terms of this Order;
(b) the officers, directors, and employees (including House Counsel) of parties to whom disclosure is reasonably necessary for this Action and who have signed the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A;
(c) subject to Paragraph 7.4 hereof, Experts (as defined in this Order) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the "Acknowledgment And Agreement To Be Bound" which is attached as Exhibit A;
(d) the Court, including persons employed by the Court who are necessary for the handling of the Action;(e) court reporters transcribing the testimony or argument at hearing, trial, or deposition in this Action or any appeal therefrom, and the staffs of those court reporters, as reasonably necessary;
(f) individual named plaintiffs who have signed the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A;
(g) mediators and their staff to whom disclosure is reasonably necessary for this Action; and
(h) any person indicated by a document marked as "Confidential" Disclosures or Discovery Material to be an author, addressee, or copy recipient of the Confidential Disclosures or Discovery Material, or as to whom there has been testimony, whether at deposition or trial, or by declaration or affidavit, that the person was the author or recipient of the Confidential Disclosures or Discovery Material;
(i) Deponents other than Direct Competitors to whom disclosure is reasonably necessary, provided they sign the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A;
(j) Professional Vendors (as defined in this Order) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the "Acknowledgment And Agreement To Be Bound" which is attached as Exhibit A
(k) any other person, only upon order of the Court or upon stipulation of the Producing Party, who has signed the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A.
7.3
(a) the Court, including persons employed by the Court who are necessary for the handling of the Action;
(b) court reporters transcribing the testimony or argument at hearing, trial, or deposition in this Action or any appeal therefrom, and the staffs of those court reporters as reasonably necessary;
(c) the Receiving Party's counsel of record in this Action, as well as paralegals, technical, administrative, and clerical employees working under the direct supervision of such Counsel. Counsel of record shall be responsible to ensure that the supervised personnel comply with the terms of this Order;
(c) subject to Paragraph 7.4 hereof, Experts (as defined in this Order) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A.
(d) Professional Vendors (as defined in this Order) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the "Acknowledgment And Agreement To Be Bound" which is attached as Exhibit A. A signature by an authorized representative of a Professional Vendor who confirms that he or she has appropriately advised the relevant employees of the confidentiality obligations in this Order and taken reasonable steps to comply thereto shall be sufficient;
(e) any person indicated by a document marked as "Highly Confidential" Disclosures or Discovery Material to be an author, addressee, or copy recipient of the Highly Confidential Disclosures or Discovery Material, or as to whom there has been testimony, whether at deposition or trial, or by declaration or affidavit, that the person was the author or recipient of the Highly Confidential Disclosures or Discovery Material; and
(f) any other person, only upon order of the Court or upon stipulation of the Producing Party, who has signed the "Acknowledgment And Agreement To Be Bound" attached hereto as Exhibit A.
7.4
7.5
8.1 Confidential or Highly Confidential Disclosures or Discovery Materials shall be used solely for purposes of the Action, including any appeal and retrial. Any person or entity in possession of Disclosures or Discovery Material designated as "Confidential" or "Highly Confidential" shall maintain those materials in accordance with Paragraph 8.3 below.
8.2 Neither Confidential nor Highly Confidential Disclosures or Discovery Material shall be disclosed, shared, distributed, used, or otherwise provided in any manner to legal counsel in pending or threatened litigation against ReachLocal or any Related Party whether inside or outside of the United States through any other provision of this Protective Order, including but not limited to Paragraphs 7.2, 7.3 and 7.4 above.
8.3 The recipient of any Confidential or Highly Confidential Disclosures or Discovery Material provided under this Protective Order shall use best efforts to maintain such information in a secure and safe manner that ensures that access is limited to persons authorized under this Order.
8.4
(a) The Parties shall comply with Local Rule 79-5 when seeking to file Confidential or Highly Confidential Disclosures or Discovery Material under seal.
(b) The Parties shall also comply with Local Rule 5.2 with respect to the appropriate treatment of personal identifier information in connection with any filing with the Court.
8.5 In the event that any Confidential or Highly Confidential Disclosures or Discovery Materials is used in any court proceeding in this Action or any appeal therefrom, such Confidential or Highly Confidential Disclosures or Discovery Materials shall not lose its status as "Confidential" or "Highly Confidential" through such use. Prior to any disclosure, Counsel shall identify which Confidential or Highly Confidential Disclosures or Discovery Materials of any other party it may wish to use in a court proceeding in this Action sufficiently in advance of such use so that there is sufficient time in advance of such proceeding for the Designating Party to take all steps necessary to protect the Confidential or Highly Confidential Disclosures or Discovery Materials, including without limitation moving for a protective order and/or petitioning the Court to close the court room.
If a Receiving Party is served with a subpoena or an order issued in other litigation that would compel disclosure of any information or items designated in this action as "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL," the Receiving Party must so notify the Designating Party, in writing by hand, facsimile, or electronic mail immediately (but in no event later than five (5) days after receiving the subpoena or order or by no later than two (2) days prior to the return date identified on the subpoena (whichever is earlier)). Such notification must include a copy of the subpoena or court order.
The Receiving Party also must immediately notify in writing counsel of record for the party who caused the subpoena or order to issue in the other litigation that some or all the material covered by the subpoena or order is the subject of this Protective Order, and promptly deliver a copy of this Stipulated Protective Order.
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 a reasonable opportunity to try to protect its competitive or confidentiality interests, or its rights or obligations, in the court from which the subpoena or order issued. The Designating Party shall be responsible for seeking protection in of its 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 Stipulated Protective Order, the Receiving Party must immediately (a) notify in writing the Producing 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" that is attached hereto as Exhibit A. Information designated as "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL" under this Stipulated Protective Order may not be used by anyone for any purpose unrelated to this Action.
In the event that any person or party threatens to violate or violates the terms of this Protective Order, the Party who provided the Protected Material to such person or party or the Party responsible for or knowledgeable of such threat or violation shall immediately: (1) inform the Producing Party of all facts pertinent to the threat or violation that, after due diligence and prompt investigation, are known (including without limitation the name, address, and employer of the person or party who threatened to violate or violated the terms of the Order), (2) use best efforts to prevent violation (or further violation, as applicable) of the Order and (3) fully cooperate with the Producing Party should it decide to apply to the Court for relief. This Court shall retain jurisdiction over the Parties and any other person subject to the terms of this Protective Order for the purpose of enforcing this Order.
Unless otherwise ordered or agreed in writing by the Producing Party, within sixty (60) days after the final termination and the exhaustion of any appeals in this Action, each Receiving Party must destroy or return all Protected Material to the Producing Party. As used in this subdivision, "all Protected Material" includes all copies, abstracts, compilations, summaries or any other form of reproducing or capturing any of the Protected Material. With permission in writing from the Designating Party, the Receiving Party may destroy some or all of the Protected Material instead of returning it. Whether the Protected Material is returned or destroyed, the Receiving Party must submit a written certification to the Producing Party (and, if not the same person or entity, to the Designating Party) by the sixty-day deadline that identifies (by category, where appropriate) all the Protected Material that was returned or destroyed and that affirms that the Receiving Party has not retained any copies, abstracts, compilations, summaries or other forms of reproducing or capturing any of the Protected Material. Notwithstanding this provision, Counsel are entitled to retain an archival copy of all pleadings, motion papers, transcripts, legal memoranda, correspondence or attorney work product, even if such materials contain Protected Material. Any such archival copies that contain or constitute Protected Material remain subject to this Protective Order as set forth in Section 4 (DURATION), above.
The Clerk of the Court shall maintain the documents as restricted documents for a minimum of 63 days following the final disposition of this case including appeals. Except where the Court, in response to a request of a Party or on its on its own motion, orders otherwise, at the end of the 63-day period, the Producing Party shall have the right to petition the clerk to destroy the restricted documents.
Outside Counsel of record for the Parties may maintain one copy of all correspondence, pleadings, deposition and trial transcripts, and attorney work product, provided that such Outside Counsel shall not disclose Confidential or Highly Confidential Disclosures or Discovery Material to any person unless pursuant to a court order or agreement with the Producing Party, subject to the terms herein. Subject to this exception, Counsel of record shall have 30 days to certify to Counsel for the Producing Party that all additional copies of Disclosure or Discovery Materials so designated in their possession, custody, or control have been destroyed.
12.1 Nothing in this Stipulated Protective Order abridges the right of any person to seek its modification by the Court in the future, however, no such modification shall have the force or effect of a Court order until and unless the Court approves the modification.
12.2 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 information or item 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 material covered by this Protective Order.
12.3 Any Party issuing a subpoena to a non-party after the Court has entered this Protective Order shall enclose a copy of this Protective Order with the subpoena, or if a subpoena has already been served, provide a copy to the non-party within three (3) business days of entry of this Protective Order.
12.5 Nothing in this Protective Order shall prevent any Party from applying to the Court for further or additional protection for any document or information.
12.6 The Parties intend that this Protective Order shall be consistent with the Federal Rules of Civil Procedure, the Federal Rules of Evidence, and any applicable Local Rules. For purposes of computing any period of time under this Protective Order, the provisions of Federal Rule Civil Procedure 6 and the Local Rules of the Court shall apply.
12.7 This Order shall not be construed as waiving any right to assert a claim of privilege, relevance, overbreadth, burdensomeness, or other grounds for not producing material called for, and access to such material shall only be as otherwise provided by the discovery rules and other applicable laws.
12.8
(a) prejudice in any way the rights of the Parties to object to the production of documents they consider not to be subject to discovery, or operate as an admission by any Party that the restrictions and procedures set forth herein constitute adequate protection for any particular information deemed by any Party to be Confidential or Highly Confidential Disclosures or Discovery Material;
(b) prejudice in any way the rights of any Party to object to the authenticity or admissibility into evidence of any document, testimony, or other evidence subject to this Stipulated Protective Order;
(c) prejudice in any way the rights of a Party to seek a determination by the Court whether any Confidential or Highly Confidential Disclosures or Discovery Material should be subject to the terms of this Stipulated Protective Order;
(d) prejudice in any way the rights of a Party to petition the Court for relief from the Order or any part thereof, or for relief from its application in any particular circumstance, or from applying to the Court for further or additional protective agreements or orders; or
(e) prevent a Producing Party from authorizing disclosure of its own Confidential or Highly Confidential Disclosures or Discovery Material to anyone.
12.9
12.10
The Parties, through their undersigned counsel, agree to the terms of this Protective Order as of the last dates shown below.
I, ___________________________ [print or type full name], of ___________ [print or type full address], declare under penalty of perjury that:
1. I have read in its entirety and understand the Stipulated Protective Order that was issued by the United States District Court for the Central District of California in the case of Shaked & Posner v. ReachLocal, Inc., et al., 2:14-cv-03400-DMG (SSx) on _________ [Date].
2. I have carefully read and understand the provisions of the Stipulated Protective Order.
3. I agree to comply with and to be bound by all the terms of this Stipulated Protective Order and I understand and acknowledge that failure to so comply could expose me to sanctions and punishment in the nature of contempt.
4. I solemnly promise that I will not disclose in any manner any information or item that is subject to this Stipulated Protective Order to any person or entity except in strict compliance with the provisions of this Order, even if such enforcement proceedings occur after termination of this action.
5. After I have been informed that this Action, including any appeals, has been completed, I will return all Disclosure or Discovery Materials containing or disclosing "Confidential" or "Highly Confidential" Disclosure or Discovery Materials that come into my possession, and Disclosure or Discovery Materials that I have prepared related thereto, to counsel for the Party that provided me with the "Confidential" or "Highly Confidential" Disclosure or Discovery Materials.
6. I further agree to submit to the jurisdiction of the United States District Court for the Central District of California for the purpose of enforcing the terms of this Stipulated Protective Order.
7. I hereby appoint __________________ [print or type full name] of ___________________________________________ [print or type full address and telephone number] as my California agent for service of process in connection with this Action or any proceedings related to enforcement of this Stipulated Protective Order.
8. I certify that, to the best of my knowledge, I am not a past or a current employee of a Party or a current employee of a Direct Competitor of a Party and I do not anticipate becoming an employee of a Party or a Direct Competitor of a Party. If I do become an employee of a Party or a Direct Competitor of a Party I will immediately advise counsel for the Party that provided me with the "Confidential" or "Highly Confidential" Disclosure or Discovery Materials.
I declare under penalty of perjury that the foregoing is true and correct.
City and State where sworn and signed:
I attest that all other signatories listed, and on whose behalf the filing is submitted, concur in the filing's content and have authorized the filing.