Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-1_11-cv-01362/USCOURTS-caed-1_11-cv-01362-3/pdf.json

Nature of Suit Code: 190
Nature of Suit: Other Contract Actions
Cause of Action: 28:1332 Diversity-Fraud

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

ROBERT D. EASSA, Bar No. 107970

reassa@browneassa.com 

TARA K. CLANCY, Bar No. 253321 

tclancy@browneassa.com 

BROWN EASSA & McLEOD LLP 

1999 Harrison Street, Suite 1800 

Oakland, California 94612-3520 

Telephone: 510.444.3131 

Facsimile: 510.839.7940 

Attorneys for Defendants 

ROSS SYSTEMS, INC.; CDC SOFTWARE 

CORPORATION; and CDC SOFTWARE, INC. 

UNITED STATES DISTRICT COURT 

EASTERN DISTRICT OF CALIFORNIA 

CALIFORNIA VALLEY LAND 

COMPANY dba WOOLF ENTERPRISES, 

and HARRIS WOOLF ALMONDS, 

Plaintiff, 

v. 

ROSS SYSTEMS, INC; CDC 

SOFTWARE, INC.; CDC SOFTWARE 

CORPORATION; and DOES 1 through 

100, inclusive, 

Defendants.

No. 1:11-cv-01362-AWI-SMS 

STIPULATED PROTECTIVE ORDER 

1. PURPOSES AND LIMITATIONS

Disclosure and discovery activity in this action are likely to involve production of 

confidential, proprietary, or private information for which special protection from public 

disclosure and from use for any purpose other than prosecuting this litigation may be warranted. 

Accordingly, the parties hereby stipulate to and petition the court to enter the following Stipulated 

Protective Order. The parties acknowledge that this Order does not confer blanket protections on 

all disclosures or responses to discovery and that the protection it affords from public disclosure 

and use extends only to the limited information or items that are entitled to confidential treatment 

Case 1:11-cv-01362-AWI-SMS Document 36 Filed 10/10/12 Page 1 of 19
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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

under the applicable legal principles. The parties further acknowledge, as set forth in Section 

12.3, below, that this Stipulated Protective Order does not entitle them to file confidential 

information under seal; Civil Local Rule 141 sets forth the procedures that must be followed and 

the standards that will be applied when a party seeks permission from the court to file material 

under seal. 

2. DEFINITIONS

2.1. Challenging Party: a Party or Non-Party that challenges the designation of 

information or items under this Order. 

2.2. “CONFIDENTIAL” Information or Items: information (regardless of how it is 

generated, stored or maintained) or tangible things that qualify for protection under Federal Rule 

of Civil Procedure 26(c). 

2.3. Counsel (without qualifier): Outside Counsel of Record and House Counsel (as 

well as their support staff). 

2.4. Designated House Counsel: House Counsel who seek access to “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information in this matter. 

2.5. Designating Party: 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” or “HIGHLY CONFIDENTIAL – SOURCE 

CODE.” 

2.6. Disclosure or Discovery Material: all items or information, regardless of the 

medium or manner in which it is generated, stored, or maintained (including, among other things, 

testimony, transcripts, and tangible things), that are produced or generated in disclosures or 

responses to discovery in this matter. 

2.7. Expert: a person with specialized knowledge or experience in a matter pertinent to 

the litigation who: (1) has been retained by a Party or its counsel to serve as an expert witness or 

as a consultant in this action, (2) is not a past or current employee of a Party or of a Party’s 

competitor, and (3) at the time of retention, is not anticipated to become an employee of a Party 

or of a Party’s competitor. 

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

2.8. “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” Information or 

Items: extremely sensitive “Confidential Information or Items,” disclosure of which to another 

Party or Non-Party would create a substantial risk of serious harm that could not be avoided by 

less restrictive means. 

2.9. “HIGHLY CONFIDENTIAL – SOURCE CODE” Information or Items: 

extremely sensitive “Confidential Information or Items” representing computer code and 

associated comments and revision histories, formulas, engineering specifications, or schematics 

that define or otherwise describe in detail the algorithms or structure of software or hardware 

designs, disclosure of which to another Party or Non-Party would create a substantial risk of 

serious harm that could not be avoided by less restrictive means. 

2.10. House Counsel: attorneys who are employees of a party to this action. House 

Counsel does not include Outside Counsel of Record or any other outside counsel, with the 

exception that specific outside counsel shall be considered House Counsel if a Party has no inhouse counsel and instead generally uses that specific outside counsel for corporate and/or 

business matters that would usually be handled by in-house counsel. 

2.11. Non-Party: any natural person, partnership, corporation, association, or other legal 

entity not named as a Party to this action. 

2.12. Outside Counsel of Record: attorneys who are not employees of a party to this 

action but are retained to represent or advise a party to this action and have appeared in this action 

on behalf of that party or are affiliated with a law firm which has appeared on behalf of that party. 

2.13. Party: any party to this action, including all of its officers, directors, employees, 

consultants, retained experts, and Outside Counsel of Record (and their support staffs). 

2.14. Producing Party: a Party or Non-Party that produces Disclosure or Discovery 

Material in this action. 

2.15. Professional Vendors: persons or entities that provide litigation support services 

(e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, and 

organizing, storing, or retrieving data in any form or medium) and their employees and 

subcontractors. 

Case 1:11-cv-01362-AWI-SMS Document 36 Filed 10/10/12 Page 3 of 19
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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

2.16. Protected Material: any Disclosure or Discovery Material that is designated as 

“CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or as 

“HIGHLY CONFIDENTIAL – SOURCE CODE.” 

2.17. Receiving Party: a Party that receives Disclosure or Discovery Material from a 

Producing Party. 

3. SCOPE

The protections conferred by this Stipulation and Order cover not only Protected Material 

(as defined above), but also: (1) any information copied or extracted from Protected Material; (2) 

all copies, excerpts, summaries, or compilations of Protected Material; and (3) any testimony, 

conversations, or presentations by Parties or their Counsel that might reveal Protected Material. 

Any use of Protected Material at trial shall be governed by a separate agreement or order. 

4. DURATION

Even after final disposition of this litigation, the confidentiality obligations imposed by 

this Order shall remain in effect until a Designating Party agrees otherwise in writing or a court 

order otherwise directs. Final disposition shall be deemed to be the later of: (1) dismissal of all 

claims and defenses in this action, with or without prejudice; and (2) final judgment herein after 

the completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, 

including the time limits for filing any motions or applications for extension of time pursuant to 

applicable law. 

5. DESIGNATING PROTECTED MATERIAL

5.1. Exercise of Restraint and Care in Designating Material for Protection. Each Party 

or Non-Party that designates information or items for protection under this Order must take care 

to limit any such designation to specific material that qualifies under the appropriate standards. 

To the extent it is practical to do so, the Designating Party must designate for protection only 

those parts of material, documents, items, or oral or written communications that qualify – so that 

other portions of the material, documents, items, or communications for which protection is not 

warranted are not swept unjustifiably within the ambit of this Order. 

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

5.1.1. 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 Designating Party to sanctions. 

5.1.2. If it comes to a Designating Party’s attention that information or items that 

it designated for protection do not qualify for protection at all or do not qualify for the level of 

protection initially asserted, that Designating Party must promptly notify all other parties that it is 

withdrawing the mistaken designation. 

5.2. Manner and Timing of Designations. Except as otherwise provided in this Order, 

or as otherwise stipulated or ordered, Disclosure or Discovery Material that qualifies for 

protection under this Order must be clearly so designated before the material is disclosed or 

produced. Designation in conformity with this Order requires: 

(a) for information in documentary form (e.g., paper or electronic documents, but 

excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing 

Party affix the legend “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE CODE” to each page that contains 

protected material. If only a portion or portions of the material on a page qualifies for protection, 

the Producing Party also must clearly identify the protected portion(s) (e.g., by making 

appropriate markings in the margins) and must specify, for each portion, the level of protection 

being asserted. 

A Party or Non-Party that makes original documents or materials available for inspection 

need not designate them for protection until after the inspecting Party has indicated which 

material it would like copied and produced. During the inspection and before the designation, all 

of the material made available for inspection shall be deemed “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY.” After the inspecting Party has identified the documents it wants 

copied and produced, the Producing Party must determine which documents, or portions thereof, 

qualify for protection under this Order. Then, before producing the specified documents, the 

Producing Party must affix the appropriate legend (“CONFIDENTIAL,” “HIGHLY 

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE 

CODE”) to each page that contains Protected Material. If only a portion or portions of the 

material on a page qualifies for protection, the Producing Party also must clearly identify the 

protected portion(s) (e.g., by making appropriate markings in the margins) and must specify, for 

each portion, the level of protection being asserted. 

(b) for testimony given in deposition or in other pretrial or trial proceedings, that the 

Designating Party identify on the record, before the close of the deposition, hearing, or other 

proceeding, all protected testimony and specify the level of protection being asserted. When it is 

impractical to identify separately each portion of testimony that is entitled to protection and it 

appears that substantial portions of the testimony may qualify for protection, the Designating 

Party may invoke on the record (before the deposition, hearing, or other proceeding is concluded) 

a right to have up to 21 days to identify the specific portions of the testimony as to which 

protection is sought and to specify the level of protection being asserted. Only those portions of 

the testimony that are appropriately designated for protection within the 21 days shall be covered 

by the provisions of this Stipulated Protective Order. Alternatively, a Designating Party may 

specify, at the deposition or up to 21 days afterwards if that period is properly invoked, that the 

entire transcript shall be treated as “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE CODE.” 

Parties shall give the other parties notice if they reasonably expect a deposition, hearing or 

other proceeding to include Protected Material so that the other parties can ensure that only 

authorized individuals who have signed the “Acknowledgment and Agreement to Be Bound” 

(Exhibit A) are present at those proceedings. The use of a document as an exhibit at a deposition 

shall not in any way affect its designation as “CONFIDENTIAL” or “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 

Transcripts containing Protected Material shall have an obvious legend on the title page 

that the transcript contains Protected Material, and the title page shall be followed by a list of all 

pages (including line numbers as appropriate) that have been designated as Protected Material and 

the level of protection being asserted by the Designating Party. The Designating Party shall 

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

inform the court reporter of these requirements. Any transcript that is prepared before the 

expiration of a 21-day period for designation shall be treated during that period as if it had been 

designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” in its entirety unless 

otherwise agreed. After the expiration of that period, the transcript shall be treated only as 

actually designated. 

(c) for information produced in some form other than documentary and for any other 

tangible items, that the Producing Party affix in a prominent place on the exterior of the container 

or containers in which the information or item is stored the legend “CONFIDENTIAL,” 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” OR “HIGHLY 

CONFIDENTIAL – SOURCE CODE.” If only a portion or portions of the information or item 

warrant protection, the Producing Party, to the extent practicable, shall identify the protected 

portion(s) and specify the level of protection being asserted. 

5.3. Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 

designate qualified information or items does not, standing alone, waive the Designating Party’s 

right to secure protection under this Order for such material. Upon timely correction of a 

designation, the Receiving Party must make reasonable efforts to assure that the material is 

treated in accordance with the provisions of this Order. 

6. CHALLENGING CONFIDENTIALITY DESIGNATIONS

6.1. Timing of Challenges. Any Party or Non-Party may challenge a designation of 

confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 

designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 

burdens, or a 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. 

6.2. Meet and Confer. The Challenging Party shall initiate the dispute resolution 

process by providing written notice of each designation it is challenging and describing the basis 

for each challenge. To avoid ambiguity as to whether a challenge has been made, the written 

notice must recite that the challenge to confidentiality is being made in accordance with this 

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

specific paragraph of the Protective Order. The parties shall attempt to resolve each challenge in 

good faith and must begin the process by conferring directly (in voice to voice dialogue; other 

forms of communication are not sufficient) within 14 days of the date of service of notice. 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. A Challenging Party may proceed to the next 

stage of the challenge process only if it has engaged in this meet and confer process first or 

establishes that the Designating Party is unwilling to participate in the meet and confer process in 

a timely manner. 

6.3. Judicial Intervention. If the Parties cannot resolve a challenge without court 

intervention, the Designating Party shall file and serve a motion to retain confidentiality under 

Civil Local Rule 141.1 (and in compliance with Civil Local Rule 141, if applicable) within 21 

days of the initial notice of challenge or within 14 days of the parties agreeing that the meet and 

confer process will not resolve their dispute, whichever is earlier. Each such motion must be 

accompanied by a competent declaration affirming that the movant has complied with the meet 

and confer requirements imposed in the preceding paragraph. Failure by the Designating Party to 

make such a motion including the required declaration within 21 days (or 14 days, if applicable) 

shall automatically waive the confidentiality designation for each challenged designation. In 

addition, the Challenging Party may file a motion challenging a confidentiality designation at any 

time if there is good cause for doing so, including a challenge to the designation of a deposition 

transcript or any portions thereof. Any motion brought pursuant to this provision must be 

accompanied by a competent declaration affirming that the movant has complied with the meet 

and confer requirements imposed by the preceding paragraph. 

The burden of persuasion in any such challenge proceeding shall be on the Designating 

Party. Frivolous challenges and those made for an improper purpose (e.g., to harass or impose 

unnecessary expenses and burdens on other parties) may expose the Challenging Party to 

sanctions. Unless the Designating Party has waived the confidentiality designation by failing to 

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STIPULATED PROTECTIVE ORDER

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OAKLAND, CALIFORNIA 

94612-3520 

file a motion to retain confidentiality as described above, all parties shall continue to afford the 

material in question the level of protection to which it is entitled under the Producing Party’s 

designation until the court rules on the challenge. 

7. ACCESS TO AND USE OF PROTECTED MATERIAL

7.1. 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 Order. When the litigation 

has been terminated, a Receiving Party must comply with the provisions of section 14 below 

(FINAL DISPOSITION). 

Protected Material must be stored and maintained by a Receiving Party at a location and 

in a secure manner that ensures that access is limited to the persons authorized under this 

Order. 

7.2. 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: 

(a) the Receiving Party’s Outside Counsel of Record in this action, as well as 

employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 

information for this litigation and who have signed the “Acknowledgment and Agreement to Be 

Bound” that is attached hereto as Exhibit A; 

(b) the officers, directors, and employees (including House Counsel) of the Receiving 

Party to whom disclosure is reasonably necessary for this litigation and who have signed the 

“Acknowledgment and Agreement to Be Bound” (Exhibit A); 

(c) 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” (Exhibit A); 

(d) the court and its personnel; 

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STIPULATED PROTECTIVE ORDER

CASE NO. 1:11-CV-01362-AWI-SMS 1999 HARRISON STREET,

SUITE 1800 

OAKLAND, CALIFORNIA 

94612-3520 

(e) court reporters and their staff, professional jury or trial consultants, and 

Professional Vendors to whom disclosure is reasonably necessary for this litigation and who have 

signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 

(f) during their depositions, witnesses in the action 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 

Stipulated Protective Order. 

(g) the author or recipient of a document containing the information or a custodian or 

other person who otherwise possessed or knew the information. 

7.3. Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” and 

“HIGHLY CONFIDENTIAL – SOURCE CODE” 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 “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” only to: 

(a) the Receiving Party’s Outside Counsel of Record in this action, as well as 

employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 

information for this litigation and who have signed the “Acknowledgment and Agreement to Be 

Bound” that is attached hereto as Exhibit A; 

(b) Experts of the Receiving Party (1) to whom disclosure is reasonably necessary for 

this litigation, (2) who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit 

A), and (3) as to whom the procedures set forth in paragraph 7.4(a)(2), below, have been 

followed]; 

(c) the court and its personnel; 

(d) court reporters and their staff, professional jury or trial consultants, and 

Professional Vendors to whom disclosure is reasonably necessary for this litigation and who have 

signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); and 

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STIPULATED PROTECTIVE ORDER

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OAKLAND, CALIFORNIA 

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(e) the author or recipient of a document containing the information or a custodian or 

other person who otherwise possessed or knew the information. 

7.4. Procedures for Approving or Objecting to Disclosure of “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE 

CODE” Information or Items to Designated House Counsel or Experts. 

(a)(1) Designated House Counsel: Unless otherwise ordered by the court or agreed to in 

writing by the Designating Party, a Party that seeks to disclose to Designated House Counsel any 

information or item that has been designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” must make a written request to the Designating Party that: (1) sets forth the full 

name of the Designated House Counsel and the city and state of his or her residence, and (2) 

describes the Designated House Counsel’s current and reasonably foreseeable future primary job 

duties and responsibilities in sufficient detail to determine if House Counsel is involved, or may 

become involved, in any competitive decision-making. Any Designated House Counsel who 

receives “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information pursuant to 

this Order shall disclose, within 14 days of occurrence, any relevant changes in job duties or 

responsibilities that occur prior to final disposition of the litigation to allow the Designating Party 

to evaluate any later-arising competitive decision-making responsibilities. 

(a)(2) Experts: Unless otherwise ordered by the court or agreed to in writing by the 

Designating Party, a Party that seeks to disclose to an Expert (as defined in this Order) any 

information or item that has been designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” must make a written request 

to the Designating Party that: (1) identifies the general categories of “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE 

CODE” information that the Receiving Party seeks permission to disclose to the Expert, (2) sets 

forth the full name of the Expert and the city and state of his or her primary residence, (3) 

attaches a copy of the Expert’s current resume, (4) identifies the Expert’s current employer(s), (5) 

identifies each person or entity from whom the Expert has received compensation or funding for 

work in his or her areas of expertise or to whom the expert has provided professional services, 

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STIPULATED PROTECTIVE ORDER

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OAKLAND, CALIFORNIA 

94612-3520 

including in connection with a litigation, at any time during the preceding five years, and (6) 

identifies (by name and number of the case, filing date, and location of court) any litigation in the 

agricultural commodities or grocery context in connection with which the Expert has offered 

expert testimony, including through a declaration, report, or testimony at a deposition or trial, 

during the preceding five years. 

(b) A Party that makes a request and provides the information specified in the 

preceding respective paragraphs may disclose the subject Protected Material to the identified 

Designated House Counsel or Expert unless, within 14 days of delivering the request, the Party 

receives a written objection from the Designating Party. Any such objection must set forth in 

detail the grounds on which it is based. 

(c) A Party that receives a timely written objection must meet and confer with the 

Designating Party (through direct voice to voice dialogue) to try to resolve the matter by 

agreement within seven days of the written objection. If no agreement is reached, the Party 

seeking to make the disclosure to Designated House Counsel or the Expert may file a motion 

seeking permission from the court to do so. Any such motion must describe the circumstances 

with specificity, set forth in detail the reasons why the disclosure to Designated House Counsel or 

the Expert is reasonably necessary, assess the risk of harm that the disclosure would entail, and 

suggest any additional means that could be used to reduce that risk. In addition, any such motion 

must be accompanied by a competent declaration describing the parties’ efforts to resolve the 

matter by agreement (i.e., the extent and the content of the meet and confer discussions) and 

setting forth the reasons advanced by the Designating Party for its refusal to approve the 

disclosure. 

In any such proceeding, the Party opposing disclosure to Designated House Counsel or the 

Expert shall bear the burden of proving that the risk of harm that the disclosure would entail 

(under the safeguards proposed) outweighs the Receiving Party’s need to disclose the Protected 

Material to its Designated House Counsel or Expert. 

8. SOURCE CODE

(a) To the extent production of source code becomes necessary in this case, a 

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Producing Party may designate source code as “HIGHLY CONFIDENTIAL – SOURCE CODE” 

if it comprises or includes confidential, proprietary, or trade secret source code. 

(b) Protected Material designated as “HIGHLY CONFIDENTIAL – SOURCE 

CODE” shall be subject to all of the protections afforded to “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” information, and may be disclosed only to the individuals to 

whom “HIGHLY CONFIDENTIAL – ATTORNEYS EYES ONLY” information may be 

disclosed, as set forth in Paragraphs 7.3 and 7.4, with the exception of Designated House 

Counsel. 

(c) Any source code produced in discovery shall be made available for inspection, in a 

format allowing it to be reasonably reviewed and searched, during normal business hours or at 

other mutually agreeable times, at an office of the Producing Party’s counsel or another mutually 

agreed upon location. The source code shall be made available for inspection on a secured 

computer in a secured room without Internet access or network access to other computers, and the 

Receiving Party shall not copy, remove, or otherwise transfer any portion of the source code onto 

any recordable media or recordable device. The Producing Party may visually monitor the 

activities of the Receiving Party’s representatives during any source code review, but only to 

ensure that there is no unauthorized recording, copying, or transmission of the source code. 

(d) The Receiving Party may request paper copies of limited portions of source code 

that are reasonably necessary for the preparation of court filings, pleadings, expert reports, or 

other ppaers, or for deposition or trial, but shall not request paper copies for the pruposes of 

reviewing the source code other than electronically as set ofrth in paragraph (c) in the first 

instance. The Producing Party shall provide all such source code in paper form including bates 

numbers and the label “HIGHLY CONFIDENTIAL – SOURCE CODE.” The Producing Party 

may challenge the amount of source code requested in hard copy form pursuant to the dispute 

resolution procedure and timeframes set forth in Paragraph 6 whereby the Producing Party is the 

“Challenging Party” and the Receiving Party is the “Designating Party” for purposes of dispute 

resolution. 

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(e) The Receiving Party shall maintain a record of any individual who has inspected 

any portion of the source code in electronic or paper for. The Receiving Party shall maintain all 

paper copies of any printed portions of the source code in a secured, locked area. The Receiving 

Party shall not create any electronic or other images of the paper copies and shall not convert any 

of the information contained in the paper copies into any electronic format. The Receiving Party 

shall only make additional paper copies if such additional copies are: (1) necessary to prepare 

court filings, pleadings, or other papers (including a testifying expert’s expert report), (2) 

necessary for deposition, or (3) otherwise necessary for the preparation of its case. Any paper 

copies used during a deposition shall be retrieved by the Producing Party at the end of each day 

and must not be given to or left with a court reporter or any other individual. 

9. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN 

OTHER LITIGATION

If a Party is served with a subpoena or a court order issued in other litigation that compels 

disclosure of any information or items designated in this action as “CONFIDENTIAL” or 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “CONFIDENTIAL – 

SOURCE CODE” that Party must: 

(a) promptly notify in writing the Designating Party. Such notification shall include a 

copy of the subpoena or court order; 

(b) promptly notify 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 subject to 

this Protective Order. Such notification shall include a copy of this Stipulated Protective Order; 

and 

(c) cooperate with respect to all reasonable procedures sought to be pursued by the 

Designating Party whose Protected Material may be affected. 

If the Designating Party timely seeks a protective order, the Party served with the 

subpoena or court order shall not produce any information designated in this action as 

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or 

“HIGHLY CONFIDENTIAL – SOURCE CODE” before a determination by the court from 

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which the subpoena or order issued, unless the Party has obtained the Designating Party’s 

permission. The Designating Party shall bear the burden and expense of seeking protection in 

that court of its confidential 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. 

10. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN 

THIS LITIGATION

(a) The terms of this Order are applicable to information produced by a Non-Party in 

this action and designated as “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE.” Such 

information produced by Non-Parties in connection with this litigation is protected by the 

remedies and relief provided by this Order. Nothing in these provisions should be construed as 

prohibiting a Non-Party from seeking additional protections. 

(b) In the event that a Party is required, by a valid discovery request, to produce a 

Non-Party’s confidential information in its possession, and the Party is subject to an agreement 

with the Non-Party not to produce the Non-Party’s confidential information, then the Party shall: 

(1) promptly notify in writing the Requesting Party and the Non-Party that 

some or all of the information requested is subject to a confidentiality agreement with a NonParty; 

(2) promptly provide the Non-Party with a copy of the Stipulated Protective 

Order in this litigation, the relevant discovery request(s), and a reasonably specific description of 

the information requested; and 

(3) make the information requested available for inspection by the Non-Party. 

(c) If the Non-Party fails to object or seek a protective order from this court within 14 

days of receiving the notice and accompanying information, the Receiving Party may produce the 

Non-Party’s confidential information responsive to the discovery request. If the Non-Party timely 

seeks a protective order, the Receiving Party shall not produce any information in its possession 

or control that is subject to the confidentiality agreement with the Non-Party before a 

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determination by the court. Absent a court order to the contrary, the Non-Party shall bear the 

burden and expense of seeking protection in this court of its Protected Material. 

11. 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 Stipulated 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 unauthorized 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. 

12. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE 

PROTECTED MATERIAL

When a Producing Party gives notice to Receiving Parties that certain inadvertently 

produced material is subject to a claim of privilege or other protection, the obligations of the 

Receiving Parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This 

provision is not intended to modify whatever procedure may be established in an e-discovery 

order that provides for production without prior privilege review. Pursuant to Federal Rule of 

Evidence 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure of a 

communication or information covered by the attorney-client privilege or work product 

protection, the parties may incorporate their agreement in the stipulated protective order 

submitted to the court. 

13. MISCELLANEOUS

13.1. Right to Further Relief. Nothing in this Order abridges the right of any person to 

seek its modification by the court in the future. 

13.2. 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 

information or item on any ground not addressed in this Stipulated Protective Order. Similarly, 

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no Party waives any right to object on any ground to use in evidence of any of the material 

covered by this Protective Order. 

13.3. Filing Protected Material. Without written permission from the Designating Party 

or a court order secured after appropriate notice to all interested persons, a Party may not file in 

the public record in this action any Protected Material. A Party that seeks to file under seal any 

Protected Material must comply with Civil Local Rule 141. Protected Material may only be filed 

under seal pursuant to a court order authorizing the sealing of the specific Protected Material at 

issue. Pursuant to Civil Local Rule 141, a sealing order will issue only upon a request 

establishing that the Protected Material at issue is privileged, protectable as a trade secret, or 

otherwise entitled to protection under the law. If a Receiving Party’s request to file Protected 

Material under seal pursuant to Civil Local Rule 141 is denied by the court, then the Receiving 

Party may file the Protected Material in the public record unless otherwise instructed by the court. 

14. FINAL DISPOSITION

14.1. Unless otherwise ordered or agreed in writing by the Producing Party, within 60 

days after the final disposition of this action, as defined in paragraph 4, each Receiving Party 

must return all Protected Material to the Producing Party or destroy such material. As used in this 

subdivision, “all Protected Material” includes all copies, abstracts, compilations, summaries, and 

any other format reproducing or capturing any of the Protected Material. 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 60 day 

deadline that: (1) identifies (by category, where appropriate) all the Protected Material that was 

returned or destroyed and (2) affirms that the Receiving Party has not retained any copies, 

abstracts, compilations, summaries or any other format reproducing or capturing any of the 

Protected Material. Notwithstanding this provision, Counsel are entitled to retain an archival 

copy of all pleadings, motion papers, trial, deposition, and hearing transcripts, legal memoranda, 

correspondence, deposition and trial exhibits, expert reports, attorney work product, and 

consultant and expert work product, even if such materials contain Protected Material. Any such 

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STIPULATED PROTECTIVE ORDER

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archival copies that contain or constitute Protected Material remain subject to this Protective 

Order as set forth in Section 4 (DURATION). 

IT IS SO STIPULATED THROUGH COUNSEL OF RECORD. 

Dated: October 9, 2012 BROWN EASSA & McLEOD LLP

By: /s/

ROBERT D. EASSA 

TARA K. CLANCY 

Attorneys for Defendants 

ROSS SYSTEMS, INC.; CDC SOFTWARE 

CORPORATION; and CDC SOFTWARE, 

INC. 

Dated: October 9, 2012 WILLOUGHBY, STUART & BENING

By: /s/

ALEXANDER F. STUART 

GEORGE W. DOWELL 

Attorneys for Plaintiff 

CALIFORNIA VALLEY LAND 

COMPANY dba WOOLF ENTERPRISES 

IT IS SO ORDERED. 

 DATED: 10/10/2012 /s/ SANDRA M. SNYDER 

U.S. MAGISTRATE JUDGE 

 

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STIPULATED PROTECTIVE ORDER

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EXHIBIT A

ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND

I, _____________________________________________ [print or type full name], of 

________________________________________________________ [print or type full address], 

declare under penalty of perjury that I have read in its entirety and understand the Stipulated 

Protective Order that was issued by the United States District Court for the Northern District of 

California in the case of California Valley Land Company dba Woolf Enterprises, et al. v. Ross 

Systems, Inc., et al, Case No. No. 1:11-cv-01362-AWI-SMS. 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. 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. 

I further agree to submit to the jurisdiction of the United States District Court for the 

Northern District of California for the purpose of enforcing the terms of this Stipulated Protective 

Order, even if such enforcement proceedings occur after termination of this action. 

DATE: 

City and State where sworn and signed: 

Printed name: 

Signature: 

 

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