Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-1_06-cv-00761/USCOURTS-caed-1_06-cv-00761-2/pdf.json

Nature of Suit Code: 360
Nature of Suit: Other Personal Injury
Cause of Action: 28:1332 Diversity-Tort/Non-Motor Vehicle

---

Ernest W. Klatte, III (State Bar No. 115914)

eklatte@rutan.com

Shawn M. Larsen (State Bar No. 204439)

slarsen@rutan.com

Summer Young-Agriesti (State Bar No. 232883)

syoung@rutan.com

RUTAN & TUCKER, LLP

611 Anton Boulevard, Fourteenth Floor

Costa Mesa, California 92626-1931

Telephone: 714-641-5100

Facsimile: 714-546-9035

Attorneys for Plaintiff

SHC, SERVICES INC. dba SUPPLEMENTAL

HEALTH CARE

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

FRESNO DIVISION

SHC, SERVICES INC. dba

SUPPLEMENTAL HEALTH CARE, a

Delaware corporation,

Plaintiff,

v.

ALL HEALTH SERVICES,

CORPORATION, a California corporation;

ALL HEALTH SERVICES, LLC, a

California limited liability company;

ROBERT A. GARCIA, an individual;

DEBORAH G. MACKEY, an individual;

NADINE M. PEREZ-TURRIETTA,

Defendants.

Case No. 1:06-CV-00761-AWI-DLB

STIPULATION AND PROTECTIVE

ORDER

Date Action Filed: June 15, 2006

Trial Date: October 2, 2007

Plaintiff SHC Services, Inc. dba Supplemental Health Care (“SHC”) and

Defendants All Health Services Corporation; All Health Services, LLC; Robert A.

Garcia; Deborah G. Mackey; and Nadine M. Perez-Turrietta (collectively, the

“Defendants”), by and through their respective counsel, hereby stipulate as follows:

WHEREAS, in connection with discovery in this case, the parties have sought

and/or anticipate seeking certain documents and/or information that the others contend is

private, highly confidential, and/or proprietary;

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WHEREAS, the parties desire to protect the confidentiality of such documents and

information to ensure that they can obtain and pursue discovery with a minimum of delay

and expense;

NOW, THEREFORE, the parties hereby stipulate and agree as follows:

1. DEFINITIONS. As used in this Protective Order: 

a. The term “Person” includes a natural person, association,

organization, partnership, limited liability company, business, trust, corporation, or public

entity and any agent of the foregoing.

b. The term “Material” means the original and any copy (regardless of

origin or location) of any written, reported, recorded or graphic matter, however stored,

produced or reproduced, including, but not limited to, computer-stored and computer

retrievable information; testimony at depositions upon oral examinations or upon written

questions; answers to interrogatories; information obtained from the inspection of

premises; tangible objects or documents; answers to requests for admission; and anything

that is a “writing” under the California Evidence Code and the Federal Rules of Civil

Procedure. 

c. The term “Provides” means the production, delivery, or transfer of any

Material, voluntarily or involuntarily, regardless of whether it is performed pursuant to a

request or subpoena.

d. The term “Confidential Information” means any information, whether

documentary or oral, so designated by any producing Person or party which it reasonably

and justifiably believes is of the type entitled to protection by law, subject to any party’s

right to challenge such designation through court intervention, as specified herein. 

e. The term “Action” means the case entitled SHC Services, Inc. dba

Supplemental Health Care v. All Health Services Corporation, All Health Services LLC,

Robert A. Garcia, Deborah G. Mackey, and Nadine M. Perez-Turrietta, United States

District Court, Eastern District of California, Case No. 1:06-CV-00761-AWI-DLB.

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f. The term “Defendants” means defendants All Health Services

Corporation; All Health Services, LLC; Robert A. Garcia; Deborah G. Mackey; and

Nadine M. Perez-Turrietta, and their current and former employees, agents, managers,

officers, directors, subsidiaries, parent companies, and divisions.

g. The term “SHC” means Plaintiff SHC Services, Inc. dba

Supplemental Health Care and its current and former employees, agents, managers,

officers, directors, subsidiaries, parent companies, and divisions.

2.

DESIGNATION/DISCLOSURE OF CONFIDENTIAL MATERIAL.

a. The parties may designate as confidential at the time of production

any Materials or information that contains Confidential Information by placing or affixing

on each page of such Material the legend “CONFIDENTIAL” or a similar legend.

b. Material designated as “CONFIDENTIAL” shall not be used for any

purpose other than the prosecution or defense of the Action. Material designated as

“CONFIDENTIAL” shall only be Provided, exhibited, or disclosed to the following

persons:

(1) Parties to the Action (SHC and the Defendants);

(2) Outside counsel of record engaged in the prosecution or

defense of this litigation for the parties, including necessary legal assistants, stenographic,

or clerical employees assisting such counsel;

(3) In-house counsel of any party engaged in the prosecution or

defense of this litigation for the parties including necessary legal assistants, stenographic,

or clerical employees assisting such counsel;

(4) Outside experts, consultants or investigators retained by the

parties or their counsel of record in connection with this litigation under the conditions

described in Paragraph 5 below;

(5) The United States District Court, Eastern District of

California, and its personnel, or other persons acting on its behalf. 

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c. Persons to whom Material designated as “CONFIDENTIAL” is to be

Provided, exhibited, or disclosed pursuant to this Paragraph 2 must have (a) read this

order; (b) agreed to be bound by the terms thereof, (c) agreed to maintain said information

in confidence, (d) agreed not to disclose the same except as permitted by this Paragraph 2,

and (e) agreed to use said information solely for purposes of the prosecution and defense

of this litigation and not for any business, competitive or other purposes whatsoever.

3. ATTORNEYS’ EYES ONLY

a. If a Person or party believes that Material produced in the Action is of

extreme competitive sensitivity to itself or others, and the Person and its/his counsel

reasonably and in good faith believe such information includes genuine trade secret

information, the producing Person or party may designate the information

“CONFIDENTIAL—ATTORNEYS’ EYES ONLY.” It is intended that the

“CONFIDENTIAL—ATTORNEYS’ EYES ONLY” designation be used only for such

discovery materials or court documents as is necessary to avoid serious injury to the

producing Person or others if such Material were disclosed to other parties or the public.

Except as the Court specifically orders, information designated “ATTORNEYS’ EYES

ONLY” may be disclosed only to:

(1) Outside counsel of record and such counsel’s employees to

whom it is necessary that the material be disclosed for purposes of the Action provided that

such counsel does not have an ownership interest in any party;

(2) Outside counsel’s third party consultants and independent

experts who are employed for the purposes of this litigation and who are not affiliated with,

controlled by, or agents of, any party to this litigation, provided that such consultants or

experts do not disclose “ATTORNEYS’ EYES ONLY” Material to outside counsel of

record who have an ownership interest in any party; and

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(3) The Court and Court personnel and stenographic reporters at

depositions taken in this action (subject to the other procedures outlined in this Protective

Order).

b. All Persons authorized by this Paragraph 3 to have access to Material

designated “ATTORNEYS’ EYES ONLY” must sign a copy of the “Agreement to be

Bound by Protective Order,” attached hereto as Exhibit “A,” before gaining access to such

Material. The original, executed “Agreement to be Bound by Protective Order” pursuant

to this Paragraph 3 shall be maintained by the attorney of record who obtained the

Agreement.

4. DEPOSITIONS

a.

The parties may designate any information disclosed during

depositions as “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” either on the

record at the deposition or within 15 calendar days after completion of the deposition

transcript. 

b. Designation of the portion of the transcript (including exhibits) as

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” shall be made as follows: Upon

review of the transcript by counsel for the party to whose information the contents of the

deposition relate, that counsel shall designate within 15 calendar days after counsel’s

receipt of the transcript, by written communication to the other parties, the specific pages

and lines to be designated as “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY”.

Counsel shall list in a separate piece of paper the numbers of pages of the transcript

containing designated information, inserting the list at the end of the transcript, and

mailing copies of the list to counsel for all parties so that it may be affixed to the face of

the transcript and each copy thereof. Pending such designation by counsel, the entire

deposition transcript, including exhibits, shall be deemed “CONFIDENTIAL.” If no

designation is made within 15 days after receipt of the transcript, the transcript shall be

considered not to contain any confidential material. 

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c. In the event that any question is asked at a deposition that calls for the

disclosure of Materials or information designated “CONFIDENTIAL” or “ATTORNEYS’

EYES ONLY,” the witness shall nevertheless answer such question, unless otherwise

instructed not to, provided that the only Persons in attendance at the deposition are Persons

to whom such information may be disclosed pursuant to this Order. 

d. A person not otherwise authorized to be shown information or

documents designated “CONFIDENTIAL” under this Order may be examined as a witness

at deposition and may be shown and may testify concerning any such information or

documents as follows:

(1) A present employee of a producing Person or party may be

examined, may be shown, and may testify concerning any “CONFIDENTIAL” information

of that producing Person or party.

(2) A former employee or consultant of a producing Person or

party may be examined, may be shown, may be interviewed, and may testify concerning

any “CONFIDENTIAL” information of a producing Person or party that pertains in any

way to the subject matter of his/her consultation or employment or to the subject matter of

his/her communications with the producing Person or party.

(3) A non-party who has had any contact or relationship with a

party may be examined, may be shown, may be interviewed, and may testify:

(a) C o n c e rnin g a n y M a t e r i a l cont a i n i n g

“CONFIDENTIAL” information that appears on its face to have been communicated

between the non-party and any party; and

(b) Concerning any “CONFIDENTIAL” information of a

party that documentary or testimonial evidence indicates was communicated between the

non-party and the party.

5.

INADVERTENT DISCLOSURE

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a. If a producing Person or party inadvertently fails to stamp or

otherwise appropriately designate certain documents or information as “CONFIDENTIAL”

or “ATTORNEYS’ EYES ONLY” upon production or disclosure, the producing Person or

any other party may thereafter designate by promptly giving written notice to all parties

that the material is to be so designated. All parties shall then stamp or otherwise mark the

designated material with a “CONFIDENTIAL,” “ATTORNEYS’ EYES ONLY” or similar

legend.

b.

To the extent provided by law, the inadvertent production of any

privileged or otherwise protected materials shall not be deemed a waiver or impairment of

any claim of privilege or protection, including but not limited to, the attorney-client

privilege and the protection afforded to work-product materials, or the subject matter

thereof. Upon receiving notice from a producing Person or party that materials have been

inadvertently produced, all such materials (including all copies) shall be returned to the

producing Person or party within 5 business days of receipt of that notice, unless timely

application is made to the Court within that period to challenge the claim of privilege.

6. CHALLENGE TO CONFIDENTIALITY DESIGNATION. A party may challenge

another Person’s or party’s designation of Material as “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” under this Protective Order by notifying the producing

party in writing of the challenge, including the identity of each document to which the

challenge is directed and the specific factual and legal bases supporting the challenge. Any

such challenge must be made, if at all, within 30 days of the producing party’s designation

of such Material. Within 14 days of receipt, the parties shall meet-and-confer

telephonically or in person regarding the challenge in an effort to resolve the matter

informally. If the parties are unable to resolve the matter informally, the challenging party

may move the Court to determine the propriety of the challenge. To prevent the improper

disclosure of any Confidential Information, the moving party shall lodge the Material at

issue under seal consistent with the procedures set forth below.

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7. DISCLOSURE OF CONFIDENTIAL INFORMATION TO EXPERTS, CONSULTANTS

AND INVESTIGATORS.

a. Before a party discloses Materials designated as “CONFIDENTIAL”

or “ATTORNEYS’ EYES ONLY” to any expert, consultant or investigator, the expert,

consultant or investigator must certify that he or she has read this Protective Order and

must sign a copy of the “Agreement to be Bound by Protective Order,” attached hereto as

Exhibit “A.” Once the expert, consultant or investigator has executed the “Agreement to

be Bound by Protective Order,” it shall not be necessary for that person to sign a separate

statement each time he or she is subsequently given access to information or Materials

designated as “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY.” An expert,

consultant or investigator that is shown Material designated as “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” may retain copies of that Material or information subject

to the provisions of Paragraph 8 below. 

b. The original, executed “Agreement to be Bound by Protective Order”

signed by Persons receiving Materials designated as “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY,” pursuant to this Paragraph 7 shall be maintained by the

attorney of record who obtained the Agreement. 

8. COMPLETION OF LITIGATION. Upon completion of all proceedings in this

Action, including the expiration of all rights to judicial review, all Materials designated as

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” shall be returned to the producing

party. Each party shall also ensure that all experts retained by the party to whom Materials

designated as “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” were disclosed shall

return all such Materials to the party retaining such expert or, alternatively, shall confirm in

writing that all such Materials have been destroyed. Returning parties are not required to

return or destroy any pleadings, discovery requests, documents filed with the Court, or

attorney work-product. The provisions of this Protective Order restricting the

dissemination, exhibition or other use of Materials designated as “CONFIDENTIAL” or

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“ATTORNEYS’ EYES ONLY” shall continue to be binding on any person subject to the

terms of the Protective Order after conclusion of this Action.

9. RIGHT TO SEEK RELIEF FROM THE COURT. Nothing in this Protective Order

shall be deemed to limit, prejudice or waive any rights of any party or person: (1) to resist

or compel discovery with respect to, or to seek additional or different protection for,

Material claimed to be protected by attorney work-product or other applicable privilege,

Material as to which the party or person claims a legal obligation not to disclose, or

Material not required to be produced pursuant to governing laws and rules; (2) to seek to

modify or obtain relief from any aspect of this Protective Order; (3) to object to the use,

relevance or admissibility at trial of any evidence, whether or not comprised of

Confidential Information governed by this Protective Order; (4) otherwise to require that

discovery be conducted according to governing laws and rules; or (5) to oppose production

of any information on any ground allowed under Federal Rules of Civil Procedure, or any

other state or federal law, rule or regulation. By signing this Order, a producing party is

not deemed to waive any objection to the production of any document. In addition, the

election by any party to disclose any portion of its “CONFIDENTIAL” or “ATTORNEYS’

EYES ONLY” information to others shall not be deemed a waiver of any of the rights

established by this Order. The placing of any “CONFIDENTIAL” or “ATTORNEYS’

EYES ONLY” designation or a production identification number on the face of a

document produced shall have no effect on the authenticity or admissibility of that

document at trial.

10. FILING CONFIDENTIAL INFORMATION WITH THE COURT. Whenever a party

files any document with the Court that contains (a) Materials that have been designated as

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY,” or (b) Confidential Information of

any party, the filing party shall first request permission to file the Material under seal in

accordance with Federal Rule of Civil Procedure 26(c), and/or other applicable federal and

local rules as follows: 

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a. To the extent that a party seeking to file with the Court any

information that has been designated as “CONFIDENTIAL” or “ATTORNEYS’ EYES

ONLY” does not intend to seek an order that the information may be filed under seal, such

party must notify the producing party at least five (5) business days prior to the party’s

submission of a motion or application pursuant to Federal Rule of Civil Procedure Rule

26(c) and other applicable rules of law, so that the producing party may submit briefing to

the Court in support of the confidential treatment and the filing under seal of the

information.

b. The party seeking to file documents subject to a pending motion or

application to seal must put the documents in a sealed envelope, lodge the sealed envelope

with the Court, and affix to the sealed envelope the caption of the case and the following

notation (or a similar notation): 

Contains Confidential Material Subject To 

A Motion To File The Record Under Seal;

To Be Opened Only By Or As Directed By The Court

c.

Pending determination of the motion or application, the lodged record

shall be conditionally under seal;

d. If necessary to prevent disclosure, the motion or application, any

opposition, and any supporting documents, must be filed in a public redacted version and

lodged in a complete version conditionally under seal; 

e. If the Court denies the motion or application for an order to file the

documents under seal, the clerk must return the lodged record to the submitting party and

must not place it in the case file. The submitting party, at its election, may then re-file its

own materials without a “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY”

designation or may re-file its papers without the inclusion of the “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” material at issue; and

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f. A copy of this protective order shall either be submitted with the

lodged documents or made an exhibit to the motion or application to seal

11. Should counsel for any party desire to use “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” material, or any portion or summary thereof, during any

proceedings held in open court, he or she shall, prior to such use, make reference to the

confidentiality thereof, and counsel for the designating party may at the time of that use

request that any portion of the transcript containing that reference to “CONFIDENTIAL”

or “ATTORNEYS’ EYES ONLY” information, and any “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” documents attached as exhibits, be filed under seal with

this Court and be accorded treatment as “CONFIDENTIAL” or “ATTORNEYS’ EYES

ONLY” information as provided by this Order. Counsel for the parties shall exercise due

care not to disclose “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” information

needlessly in the public record of any proceedings.

12. A person with custody of Materials designated as “CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” shall maintain it in a manner that ensures that access to it

is strictly limited to Persons entitled to receive Confidential Information in accordance with

this Protective Order.

13. In the event a party or its attorneys receive a subpoena or other process or

order to produce Confidential Information in another action or proceeding, that party

and/or its attorneys shall, not later that 14 days prior to compliance with the subpoena or

other process or order, notify the other party’s attorney of record in this Action and specify

the Confidential Information sought by the subpoena or other process or order.

14. Upon conclusion of this litigation, this Court shall retain such jurisdiction

with respect to this Protective Order for purposes of enforcing its terms and conditions and

to enable any party herein affected to apply for such other and further orders concerning

the subject of this Protective Order as may be necessary or appropriate. Counsel for the

designating party shall have the opportunity to oppose any request for public inspection.

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15. In the event anyone shall violate or threaten to violate any terms of this

Protective Order, the aggrieved party may seek damages and injunctive relief, and it shall

not be a defense thereto that the aggrieved party possesses an adequate remedy at law.

/ / /

/ / /

/ / /

16. Except as described herein, this Protective Order shall not abrogate or

diminish any contractual, statutory or other legal obligation or right of any party or person

with respect to any Confidential Information.

Dated: September __, 2006 By:

Shawn M. Larsen

Attorneys for Plaintiff

SHC, SERVICES INC. dba

SUPPLEMENTAL HEALTH CARE

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Dated: September __, 2006 By:

Dana B. Denno 

Attorneys for Defendants 

ALL HEALTH SERVICES,

CORPORATION; ALL HEALTH

SERVICES, LLC; ROBERT A.

GARCIA; DEBORAH G. MACKEY;

and NADINE M. PEREZ-TURRIETTA

ORDER

IT IS SO ORDERED:

Dated: September 18, 2006 /s/ Dennis L. Beck

U.S. Magistrate Judge 

Eastern District of California

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CERTIFICATION TO BE BOUND BY PROTECTIVE ORDER

I hereby acknowledge that I am about to receive Confidential Information

provided in connection with the litigation entitled SHC Services, Inc. dba Supplemental

Health Care v. All Health Services Corporation, All Health Services LLC, Robert A.

Garcia, Deborah G. Mackey, and Nadine M. Perez-Turrietta, United States District

Court, Eastern District of California, Case No. 1:06-CV-00761-AWI-DLB (the “Action”).

I certify my understanding that such Confidential Information is to be provided to me

pursuant to the terms and restrictions of the Protective Order in the action and that I have

been given a copy of and have read said Protective Order and agree to be bound by the

terms thereof. I understand that such Confidential Information and any copies I make of

any Document containing Confidential Information or any notes or other records that may

be made regarding any such Confidential Information shall not be disclosed to any

persons other than those persons to whom such information may be disclosed pursuant to

this Protective Order.

Dated: 

Signature

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