Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-1_14-cv-01881/USCOURTS-caed-1_14-cv-01881-2/pdf.json

Nature of Suit Code: 190
Nature of Suit: Other Contract Actions
Cause of Action: 28:2201 Declaratory Judgement

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STIPULATED PROTECTIVE ORDER CASE NO. 1:14-cv-01881-KJM-EPG

BAKER BOTTS L.L.P.

Kevin M. Sadler (SBN 283765)

kevin.sadler@bakerbotts.com

Elizabeth K. Boggs (SBN 280555)

betsy.boggs@bakerbotts.com 

Alali Dagogo-Jack (SBN 302437) alali.dagogo-jack@bakerbotts.com 1001 Page Mill Road

Building One, Suite 200

Palo Alto, CA 94304

Telephone: 650-739-7500

Facsimile: 650-739-7699

Gavin R. Villareal (pro hac vice) gavin.villareal@bakerbotts.com

98 San Jacinto Blvd.

Suite 1500

Austin, TX 78701-4078

Telephone: 512-322-2500

Facsimile: 512-322-2501

Attorneys for Plaintiffs and Counter-Defendants

LINNCO, LLC; LINN ENERGY, LLC; and for Counter-Defendant BERRY PETROLEUM 

COMPANY, LLC

WANGER JONES HELSEY PC

Kurt F. Vote (SBN 160496)

kvote@wjhattorneys.com

265 East River Park Circle, Suite 310

P.O. Box 28340

Fresno, CA 93729

Telephone: 559-233-4800

Facsimile: 559-233-9330

Attorneys for Defendant and Counter-Claimant

CLARENCE J. BENNETT

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

LINNCO, LLC and LINN ENERGY, LLC, 

Delaware corporations,

Plaintiffs,

v.

CLARENCE J. BENNETT, an individual,

Defendant.

Case No. 1:14-CV-01881-KJM-EPG

STIPULATED PROTECTIVE 

ORDER

CLARENCE J. BENNETT, an individual,

Counter-Claimant,

vs.

LINNCO, LLC, a Delaware corporation; 

LINN ENERGY, LLC, a Delaware 

corporation, and BERRY PETROLEUM 

COMPANY, a Delaware limited liability 

company,

Counter-Defendants.

Case 1:14-cv-01881-DAD-EPG Document 63 Filed 10/27/15 Page 1 of 13
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STIPULATED PROTECTIVE ORDER - 1 - CASE NO. 1:14-cv-01881-KJM-EPG

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 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; Local Rule 141 sets forth the procedures that must be 

followed 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 In-House Counsel 

(as well as their support staff).

2.4 Designating Party: a Party or Non-Party that designates information or items that 

it produces in disclosures or in responses to discovery as “CONFIDENTIAL.” 

2.5 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.

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STIPULATED PROTECTIVE ORDER - 2 - CASE NO. 1:14-cv-01881-KJM-EPG

2.6 Expert: a person with specialized knowledge or experience in a matter pertinent 

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

as a consultant in this action.

2.7 In-House Counsel: attorneys who are employees of a party to this action. InHouse Counsel does not include Outside Counsel of Record or any other outside counsel.

2.8 Non-Party: any natural person, partnership, corporation, association, or other 

legal entity not named as a Party to this action.

2.9 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.

2.10 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).

2.11 Producing Party: a Party or Non-Party that produces Disclosure or Discovery 

Material in this action.

2.12 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.

2.13 Protected Material: any Disclosure or Discovery Material that is designated as 

“CONFIDENTIAL.” 

2.14 Receiving Party: a Party that receives Disclosure or Discovery Material from a 

Producing Party.

3. SCOPE

The protections conferred by this 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. 

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STIPULATED PROTECTIVE ORDER - 3 - CASE NO. 1:14-cv-01881-KJM-EPG

However, the protections conferred by this Order do not cover the following information: (a) 

any information that is in the public domain at the time of disclosure to a Receiving Party or 

becomes part of the public domain after its disclosure to a Receiving Party as a result of 

publication not involving a violation of this Order, including becoming part of the public record 

through trial or otherwise; and (b) any information known to the Receiving Party prior to the 

disclosure or obtained by the Receiving Party after the disclosure from a source who obtained 

the information lawfully and under no obligation of confidentiality to the Designating Party. 

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 

reasonable care to limit any such designation to specific material that qualifies under the 

appropriate standards. 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.

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

(see, e.g., second paragraph of section 5.2(a) below), 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.

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STIPULATED PROTECTIVE ORDER - 4 - CASE NO. 1:14-cv-01881-KJM-EPG

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” 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).

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 

“CONFIDENTIAL.” 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 “CONFIDENTIAL” legend 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).

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

Designating Party identify on the record, before or within 14 days of the close of the deposition, 

hearing, or other proceeding, all protected testimony. 

(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.” 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).

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 

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STIPULATED PROTECTIVE ORDER - 5 - CASE NO. 1:14-cv-01881-KJM-EPG

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 

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 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 Challenging Party may file and serve a motion challenging confidentiality. 

Such motion shall be heard by the Magistrate Judge assigned to the case. 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. 

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STIPULATED PROTECTIVE ORDER - 6 - CASE NO. 1:14-cv-01881-KJM-EPG

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

Party. Until the Court rules on a challenge, 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.

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 13 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;

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

Receiving Party to whom disclosure is reasonably necessary for this litigation;

(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;

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

Professional Vendors to whom disclosure is reasonably necessary for this litigation;

(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 

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STIPULATED PROTECTIVE ORDER - 7 - CASE NO. 1:14-cv-01881-KJM-EPG

A). 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 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.

8. 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,” 

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” before a determination by the court from 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.

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

THIS LITIGATION

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STIPULATED PROTECTIVE ORDER - 8 - CASE NO. 1:14-cv-01881-KJM-EPG

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

this action and designated as “CONFIDENTIAL.” 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 NonParty’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 

Non-Party;

(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 

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.

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 reasonable efforts to retrieve all unauthorized copies of 

the Protected Material, (c) inform the person or persons to whom unauthorized disclosures were 

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STIPULATED PROTECTIVE ORDER - 9 - CASE NO. 1:14-cv-01881-KJM-EPG

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.

11. 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.

12. MISCELLANEOUS

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

seek its modification by the Court in the future.

12.2 Right to Assert Other Objections. By stipulating to the entry of this Protective 

Order no Party waives any right it otherwise would have to object to disclosing or producing 

any information or item on any ground not addressed in this Stipulated 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 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 Local Rule 141.

13. FINAL DISPOSITION

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 

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STIPULATED PROTECTIVE ORDER - 10 - CASE NO. 1:14-cv-01881-KJM-EPG

material and represent in writing to the Producing Party that such destruction has taken place. 

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. 

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 archival copies that 

contain or constitute Protected Material remain subject to this Protective Order as set forth in 

Section 4 (DURATION).

DATED: October 27, 2015 BAKER BOTTS L.L.P.

By: /s/ Kevin M. Sadler ____________________ .

 Kevin M. Sadler

Attorneys for Plaintiffs / Counter-Defendants

LINNCO, LLC, LINN ENERGY, LLC, and

BERRY PETROLEUM COMPANY, LLC

DATED: October 27, 2015 WANGER JONES HELSLEY PC

By: /s/ Kurt F. Vote _______________________ .

 Kurt F. Vote

Attorneys for Defendant / Counter-Claimant

CLARENCE J. BENNETT

ORDER

The Court has reviewed the stipulation outlined above and adopts the stipulation except 

that the terms related to judicial intervention outlined in paragraph 6.3 will not be automatic, 

rather, the Court will determine on a case-by-case basis whether judicial intervention is 

warranted. In order to file a motion under this paragraph, counsel must receive permission from 

the Court following an informal telephone conference. A party wishing to schedule such a 

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STIPULATED PROTECTIVE ORDER - 11 - CASE NO. 1:14-cv-01881-KJM-EPG

conference should contact chambers at (559) 499-5962 to receive available dates. The Court 

will schedule the conference as soon as possible, taking into consideration the urgency of the 

issue. Before contacting the Court, the parties must meet and confer by speaking with each 

other in person, over the telephone, or via video in an attempt to resolve the dispute 

independently without Court involvement. 

Prior to the conference, the Court will require the parties to submit a short letter no more 

than 3 pages in length to chambers for review. Telephonic conferences will not be on the record 

and the Court will not issue a formal ruling at that time. Nevertheless, the Court will attempt to 

provide guidance to the parties to narrow or dispose of the dispute. If no resolution is reached, 

the Court will consider whether the filing of a formal motion is appropriate.

Dated : October 27, 2015 /s/ Erica P. Grosjean

United States Magistrate Judge

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STIPULATED PROTECTIVE ORDER - 12 - CASE NO. 1:14-cv-01881-KJM-EPG

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 Eastern District of California on _____________ in Case No. 1:14-cv-01881-KJM-EPG, 

LinnCo, LLC & LINN Energy, LLC v. Clarence J. Bennett. 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 

Eastern 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.

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.

Date: ______________________________________

City and State where sworn and signed: _________________________________

Printed name: _______________________________

Signature: __________________________________

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