Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_06-cv-05566/USCOURTS-cand-3_06-cv-05566-16/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 28:1001 E.R.I.S.A.

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MORGAN, LEWIS &

BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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1-SF/7645177.2 

C 06-5566 CRB

STIP. AND [PROP] ORDER CONTINUING 

DATES FOR RESPONDING TO FOCUS TOPICS 

MORGAN, LEWIS & BOCKIUS LLP 

D. Ward Kallstrom, State Bar No. 76937 

Nicole A. Diller, State Bar No. 154842 

Lisa S. Serebin, State Bar No. 146312 

One Market, Spear Street Tower 

San Francisco, CA 94105-1126 

Tel: 415.442.1000 

Fax: 415.442.1001 

Attorneys for Defendants 

BECHTEL CORPORATION, THE BECHTEL 

TRUST & THRIFT PLAN ADMINISTRATIVE 

COMMITTEE, AND PEGGI KNOX 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

SAN FRANCISCO DIVISION 

BEVERLY KANAWI AND SALVADOR 

AQUINO, 

Plaintiffs, 

vs. 

BECHTEL CORPORATION, THE 

BECHTEL TRUST & THRIFT PLAN 

ADMINISTRATIVE COMMITTEE, AND 

PEGGI KNOX, 

Defendants. 

Case No. C 06-5566 CRB 

STIPULATION AND [PROPOSED] 

ORDER CONTINUING DATES FOR 

RESPONDING TO PLAINTIFFS’

FOCUS TOPICS 

Case 3:06-cv-05566-CRB Document 143 Filed 12/19/07 Page 1 of 4
MORGAN, LEWIS &

BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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1-SF/7645177.2 1 

C 06-5566 CRB

STIP. AND [PROP] ORDER CONTINUING 

DATES FOR RESPONDING TO FOCUS TOPICS 

WHEREAS, on November 13, 2007, the Court heard extended argument on four 

discovery motions filed by the parties; 

WHEREAS, on November 15, 2007, the Court issued an Order requiring, inter alia, that 

Defendants produce hard copy documents to Plaintiffs on or before December 4, 2007 that are 

responsive to thirteen “focus topics”; 

WHEREAS, in the November 15, 2007, Order the Court also required that Defendants 

complete their production of electronically stored information (“ESI”) responsive to the focus 

topics on or before December 26, 2007; 

WHEREAS, in the November 15, 2007, Order the Court further required Defendants to 

produce a privilege log in accordance with the Court’s standing order; 

WHEREAS, prior to December 4, 2007, Defendants informed Plaintiffs that the volume of 

hard-copy documentation they had collected for review was so expansive that it would not be 

possible to complete the production of hard-copy documents until December 26, 2007, at the 

earliest; 

WHEREAS, the Parties agreed to stipulate to a temporary continuance of the hard-copy 

document production date to December 18, 2007; 

WHEREAS, on December 4, 2007, the Court extended the December 4, 2007 deadline to 

December 18, 2007 pursuant to the Parties’ stipulation; 

WHEREAS, Defendants commenced their production of hard-copy documents on 

December 4, 2007 and have continued to make a rolling production; 

WHEREAS, Defendants will provide a privilege log relating to the December 4 

production on December 18, 2007, two weeks after that production; 

WHEREAS, Defendants represent that despite having expanded the team of document 

reviewers, who Defendants represent have been working evenings and weekends on document 

review and processing, Defendants have not completed review and processing of all hard-copy 

documents for production; 

WHEREAS, the Parties have been engaged since shortly after issuance of the November 

15, 2007 order in discussions concerning ESI custodians, search dates and terms; 

Case 3:06-cv-05566-CRB Document 143 Filed 12/19/07 Page 2 of 4
MORGAN, LEWIS &

BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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1-SF/7645177.2 2 

C 06-5566 CRB

STIP. AND [PROP] ORDER CONTINUING DATES 

FOR RESPONDING TO FOCUS TOPICS 

WHEREAS, Defendants represent that they have harvested more than 1.25 terabytes of 

ESI (including e-mails) to be searched; 

WHEREAS, Defendants represent that assuming that the Parties reach agreement this 

week on remaining ESI search issues, Defendants expect to complete their initial culling of ESI 

for review by early January, 2008; 

WHEREAS, once Defendants complete their initial culling of ESI, further conferences 

among the Parties may be necessary to refine the scope of ESI review so that it can be completed 

expeditiously and at reasonable cost; 

WHEREAS, due to the complexity of their ongoing work on the hard-copy and ESI 

productions, Defendants may not be able to provide a privilege log to Plaintiffs relating to each 

such production within 14 days after the production date; and 

WHEREAS, the Parties agree that the discovery cutoff, expert discovery schedule, and 

briefing dates set forth in the June 1, 2007, Order should be continued to reflect the delays in the 

completion of documentary and ESI discovery from the dates set forth in the November 15, 2007, 

Order; 

NOW THEREFORE, FOR GOOD CAUSE SHOWN, THE PARTIES HEREBY 

STIPULATE and AGREE that: 

1. Defendants shall continue to make a rolling production of hard-copy documents 

responsive to the focus topics and shall conclude the rolling production as soon as practicable and 

in any event on or before January 11, 2008. 

2. Defendants will make best efforts to provide a privilege log relating to each group 

of documents produced in the rolling production within two weeks after the production date of 

that group of documents. In no event will privilege logs be produced more than 30 days after the 

final production. 

3. The December 26, 2007, deadline for Defendants’ production of ESI shall be 

vacated. The Parties shall reach agreement on search dates and terms on or before December 21, 

2007. Once Defendants have culled ESI pursuant to this agreement, the Parties shall meet and 

confer regarding further refinement of the ESI search protocols if needed. On or before January 

Case 3:06-cv-05566-CRB Document 143 Filed 12/19/07 Page 3 of 4
MORGAN, LEWIS &

BOCKIUS LLP 

ATTORNEYS AT LAW

SAN FRANCISCO

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1-SF/7645177.2 3 

C 06-5566 CRB

STIP. AND [PROP] ORDER CONTINUING DATES 

FOR RESPONDING TO FOCUS TOPICS 

8, 2008, the Parties shall submit to the Court a proposed schedule for ESI production and for 

modifications to the pretrial dates set forth in the June 1, 2007, Order. 

4. The Parties have agreed that Defendants’ ESI production shall be made on 

compact discs or portable hard drives in .pdf format. Defendants will make best efforts to 

provide a privilege log relating to each compact disc or portable hard drive within two weeks 

after the production thereof. Such privilege logs will in any event be due within one month after 

conclusion of the ESI production process. 

IT IS SO STIPULATED: 

Dated: December 18, 2007 MORGAN, LEWIS & BOCKIUS LLP 

By /s/ D. Ward Kallstrom 

D. Ward Kallstrom 

Attorneys for Defendant 

Dated: December 18, 2007 SCHLICHTER BOGARD & DENTON 

By /s/ Heather Lea (as authorized on 

December 18, 2007 

Heather Lea 

Attorneys for Plaintiffs 

[PROPOSED] ORDER 

IT IS SO ORDERED: 

Dated: , 2007 

HON. ELIZABETH D. LAPORTE 

UNITED STATES MAGISTRATE JUDGE 

December 19, 

U

NITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

IT IS SO ORDERED

Judge Elizabeth D. Laporte

Case 3:06-cv-05566-CRB Document 143 Filed 12/19/07 Page 4 of 4