Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_15-cv-04510/USCOURTS-cand-3_15-cv-04510-3/pdf.json

Nature of Suit Code: 110
Nature of Suit: Insurance
Cause of Action: 42:4053 Breach of Insurance Contract

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STIPULATED PROTECTIVE ORDER 

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Paul S. White, SBN 146989 

Email: pwhite@tresslerllp.com 

Elizabeth L. Musser, SBN 203512 

Email: emusser@tresslerllp.com 

Yvonne M. Schulte, SBN 237868 

Email: yschulte@tresslerllp.com 

TRESSLER LLP 

1901 Avenue of the Stars, Suite 450 

Los Angeles, CA 90067-6006 

Telephone: (310) 203-4800 

Facsimile: (310) 203-4850 

Attorneys for Defendant 

TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA, SAN FRANCISCO DIVISION 

EDUCATIONAL IMPACT, INC., a Pennsylvania

Corporation, and TEACHSCAPE INC., a 

Delaware Corporation, 

 Plaintiffs, 

 v. 

TRAVELERS PROPERTY CASUALTY 

COMPANY OF AMERICA, a Connecticut 

Corporation; and AXIS INSURANCE 

COMPANY, an Illinois Corporation, 

 Defendants. 

Case No.: 3:15-cv-04510-JSC

STIPULATED PROTECTIVE ORDER 

Plaintiffs Educational Impact, Inc. and Teachscape Inc. and defendants Travelers 

Property Casualty Company of America and AXIS Insurance Company (each a “Party” and, 

collectively, the “Parties”) through counsel, respectfully request the entry of a Stipulated 

Protective Order to govern the treatment of documents and information in this action that contain 

proprietary and sensitive commercial information. The Parties request entry of this Stipulated 

Protective Order to allow for the production of the requested documents and disclosure of other 

information while maintaining the confidentiality of such documents and information. 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 1 of 9
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STIPULATED PROTECTIVE ORDER 

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IT APPEARING TO THE COURT that the entry of this Stipulated Protective Order is 

consistent with the Federal Rules of Civil Procedure and the Local Rules of this Court; and 

IT FURTHER APPEARING TO THE COURT that the Parties have consented to the 

entry of this Stipulated Protective Order; 

NOW, THEREFORE, FOR GOOD CAUSE SHOWN, IT IS HEREBY ORDERED: 

1. Any information, document, or thing produced or created by a Party (a 

“Producing Party”) in connection with this litigation that is reasonably believed by the Producing 

Party to contain sensitive proprietary, financial, research, development, commercial, or personal 

information and/or trade secrets or other confidential information, and that has not previously 

been produced or made publicly available, may be designated as “Confidential” or “Highly 

Confidential” Protected Information by such Producing Party. As used herein, Confidential or 

Highly Confidential Protected Information may include (a) all papers, tapes, documents 

(including answers to interrogatories or requests for admission), CD-ROMs, disks, and other 

tangible things produced by or obtained from a Producing Party; (b) transcripts of depositions 

herein and exhibits thereto; and (c) all copies, extracts, and complete or partial summaries 

prepared from such papers, documents, or things. The designation of Confidential or Highly 

Confidential Protected Information shall be made in good faith, and no Producing Party shall 

designate Protected Information as Confidential or Highly Confidential without a reasonable and 

good faith belief that such designation is appropriate. As used herein, “Producing Party” shall 

refer to any person or entity producing information, documents, discovery responses, or 

testimony in connection with this litigation, irrespective of whether the Producing Party is a 

Party. 

2. A Producing Party may designate Protected Information as Confidential by 

stamping or otherwise marking the Protected Information with the following legend: 

CONFIDENTIAL 

Subject to Stipulated Protective Order 

A Producing Party may designate Protected Information as Highly Confidential by stamping or 

otherwise marking the Protected Information with the following legend: 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 2 of 9
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STIPULATED PROTECTIVE ORDER 

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HIGHLY CONFIDENTIAL 

Subject to Stipulated Protective Order 

3. A non-producing Party (a “Designating Party”) may designate Protected 

Information as Confidential or Highly Confidential by giving written notice to all Parties within 

30 days of production by another Party or non-party of the Protected Information that is to be so 

designated, and by providing replacement copies of the Protected Information with the 

appropriate designation. In addition, if a Producing Party inadvertently fails to stamp certain 

documents upon their production, it may designate such documents as Confidential or Highly 

Confidential by giving notice as described in the preceding sentence, and by providing 

replacement copies of the Protected Information with the appropriate designation. 

4. All Protected Information shall be used solely in connection with this litigation, 

and the preparation and trial of this litigation, or any appellate proceeding or settlement arising 

from this proceeding, and not for any other purpose. Protected Information and information 

derived therefrom shall not be disclosed except as set forth in Paragraphs 5, 6, 7, and/or 8. 

5. Protected Information designated as Confidential may be disclosed only to the 

following persons: 

(a) Counsel of record for any Party, including partners, associates, deputies, 

and assistants of such counsel; 

(b) Paralegal, stenographic, clerical, and secretarial personnel employed by 

counsel described in (a); 

(c) Any Party and any of a Party’s officers, directors, employees, trustees, 

partners, agents, or in-house legal personnel (or to any officer, director, employee, or in-house 

legal personnel of a parent, subsidiary, or affiliate of any Party); 

(d)(1) Any witness at a deposition, trial, evidentiary hearing, or other court 

proceeding, subject to Paragraph 8 below; 

(d)(2) Percipient witnesses who are Parties or who are current or former 

employees, officers, agents, partners or directors of a Party, subject to Paragraph 8 below; 

(e) Any person who authored or has previously received the Protected 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 3 of 9
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STIPULATED PROTECTIVE ORDER 

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Information in the ordinary course of his, her, or its business; 

(f) Any court reporter or other person involved in recording deposition 

testimony in this litigation by any means and acting in that capacity; 

(g) The Court (and any appellate court) and any person employed by the 

Court whose duties require access to the Protected Information, including court personnel, 

stenographic reporters, jurors and alternate jurors; 

(h) The Parties’ insurers, reinsurers, reinsurance intermediaries, 

retrocessionaires of the Parties’ reinsurers, regulators, auditors, and accountants, but only to the 

extent that any such persons or entities have a legitimate need for access to the Protected 

Information; 

(i) The Producing Party, including any officer, agent or employee of the 

Producing Party; 

(j) Any actual or potential third-party consultant (including without limitation 

any imaging or other litigation support vendor) and independent expert retained in connection 

with this action, subject to paragraph 8 below; and

(k) Any special masters, mediators, or other third parties appointed by the 

Court or retained by the Parties for settlement purposes or resolution of discovery or other 

disputes and their necessary staff. 

6. Protected Information designated as “Highly Confidential” may be disclosed only 

to the persons identified in paragraph 5(a), 5(b), and 5(d)-(k). 

7. The list of persons to whom Protected Information may be disclosed (as set forth 

in Paragraphs 5 and 6) may be expanded by mutual agreement of counsel of record. Any Party 

may propose such an expansion by serving a letter on all counsel of record, and on counsel for 

the Producing Parties of such Protected Information specifically identifying, and describing the 

role and function of, the person(s) intended to be added to the list. Person(s) so designated shall 

be automatically added to the persons listed in Paragraphs 5 and 6 upon the expiration of ten (10) 

business days after receipt of the letter to counsel of record, unless counsel for the Producing 

Parties objects and, within ten (10) business days thereafter, provides a written statement of the 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 4 of 9
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STIPULATED PROTECTIVE ORDER 

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basis for such objections. If counsel for the Producing Party objects to any proposed expansion, 

no Protected Information produced by the objecting Producing Party may be disclosed to such 

person unless the Court so orders. Any person added to the disclosure list in this manner shall be 

subject to Paragraph 8. 

8. Each individual identified in Paragraphs 5(d)(1), 5(d)(2), 5(j), and 7 to whom 

Protected Information is furnished, shown, or disclosed (except if such individual is a Party; the 

Producing Party; the Designating Party; a current or former officer, agent, employee, partner, 

director, trustee or corporate designee of a Party, the Producing Party or the Designating Party), 

shall, prior to the time s/he receives access to such materials, be provided by counsel furnishing 

such material a copy of this Order and agree to be bound by its terms, and shall certify that s/he 

has carefully read the Order and fully understands its terms, by signing the certificate attached as 

Exhibit A. If a person referred to in Paragraphs 5(d)(1), 5(d)(2) or 7 refuses to sign the 

certificate described in Exhibit A, counsel for all parties hereby agree to make good faith efforts 

to reach an agreement to maintain the confidentiality of any confidential documents prior to 

disclosing such documents to a person refusing to sign the certificate described in Exhibit A. 

Such good faith efforts shall include, where necessary, the filing of an appropriate motion with 

the Court requesting the Court to order the non-cooperating person to keep any confidential 

information disclosed to him/her confidential. Counsel for the party who provides Protected 

Information to the persons listed in Paragraphs 5(d) or 6 shall retain all original signed 

certificates obtained from any person pursuant to this Paragraph. Executed Exhibits A shall not 

be discoverable except as required to enforce this Order or as otherwise allowed under applicable 

law. 

9. The placing of any Confidential or Highly Confidential 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. The Parties shall cooperate in obtaining, to

the extent reasonably requested by any Party, unmarked copies of stamped documents to be used 

at trial, provided, however, that there shall be no obligation to obtain non-Bates-numbered copies 

of any document. 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 5 of 9
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STIPULATED PROTECTIVE ORDER 

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10. Nothing in this Order shall be construed to limit in any way the ability of the 

Producing Party or the Designating Party to use, disclose, or be shown his, her or its own 

Protected Information in any manner whatsoever. Nor shall this Order be construed to prevent 

any Party, its counsel, or its legal team from making use as they see fit of Protected Information 

that was available to the public or lawfully in the possession of the Party, its counsel, or its legal

team, or that properly came into the possession of the Party, its counsel, or its legal team 

independent of discovery in this litigation. 

11. If any Party claims that any matter designated hereunder is not entitled to the 

protections of this Order, that Party may serve on the Producing Party or the Designating Party 

an objection to the designation within thirty (30) days of receipt of notice of the designation. 

After service of the objection, the Parties shall meet and confer regarding the objection. If the 

Parties are unable to reach agreement concerning the designation of the matter, then within 30 

days of service of the objection, the Producing Party or the Designating Party may file and serve 

a motion or request informal resolution by the Court regarding whether the Confidential or 

Highly Confidential designation may be maintained. The Parties may stipulate in writing to 

extend the time periods to object and/or file a motion requesting that a designation be 

maintained. The Producing Party or the Designating Party shall have the burden of establishing 

that the designated Protected Information is Confidential or Highly Confidential 

12. The foregoing is without prejudice to the right of any Party or non-party: (a) to 

apply to the Court for a further protective order relating to any Protected Information or relating 

to any discovery in this litigation; (b) to object to the production of documents it considers not 

subject to discovery; or (c) to apply to the Court for an order compelling production of 

documents or modification of this Order or for any order permitting disclosure of Protected 

Information beyond the terms of this Order. 

13. Any Protected Information that is to be submitted to the Court for any purpose, 

and any filing that quotes such Protected Information, shall be submitted in accordance with 

Local Rule 79-5, the provisions of which are hereby incorporated by reference. The filing party 

shall have no obligation under this Protective Order if the Court denies an Administrative Motion 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 6 of 9
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STIPULATED PROTECTIVE ORDER 

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to File Under Seal. In lieu of or in addition to filing (under seal) papers that reveal Protected 

Information, a Party may file a version of a document that has been redacted to remove Protected 

Information. A Party choosing to do so shall first confirm with counsel for the Producing Party 

or the Designating Party that the redactions are sufficient. 

14. (a) If Protected Information is disclosed at a deposition, only the court 

reporter, and those persons who are authorized by the terms of this Order to receive such 

Protected Information may be present. Nothing in this Stipulated Protective Order shall preclude 

a party to this litigation from being present during any portion of a deposition. All transcripts of 

depositions, and exhibits thereto, shall, in their entirety, be treated as Protected Information for a

period of 30 days after such transcripts are actually received by counsel for each of the Parties. 

(b) Prior to the expiration of that 30-day period, deposition transcripts, and 

exhibits thereto, may be designated as Protected Information pursuant to the terms of this Order 

by notifying all counsel of record in writing. After the 30-day period, portions not designated as 

Protected Information shall no longer be treated as Protected Information. Any Party or 

deponent may also designate specific testimony or transcript pages as Protected Information by 

notice on the record at the deposition. If any document or information designated as Protected 

Information pursuant to this Order is used during the course of a deposition herein, that portion 

of the deposition record reflecting such Protected Information shall be stamped with the 

appropriate designation and access thereto shall be limited pursuant to the terms of this Order. 

15. If any Party that possesses another entity’s Protected Information under the terms 

of this Order receives a subpoena or other legal process commanding the production of any such 

documents (the “subpoena”), such party shall within five business days notify counsel for the 

Producing Party of the service of the subpoena. The Producing Party then shall have the earlier 

of the five business days before the return date of the subpoena and ten business days, in which 

to petition an appropriate court for a protective order relieving the subpoenaed party from having 

to produce such Protected Information. The Party receiving the subpoena shall not produce such 

Protected Information in response to the subpoena unless (1) the Producing Party has failed to 

petition for a protective order on or before the return date on the subpoena, or (2) a court has 

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 7 of 9
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STIPULATED PROTECTIVE ORDER 

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issued an order denying the Producing Party’s request for protective order. 

16. The provisions of this Order shall not terminate at the conclusion of this action. 

To the extent permitted by law, within 60 days of the conclusion of the trial and of any appeals, 

or upon other termination of this litigation, all Protected Information received under the 

provisions of this Order, and all documents containing or describing Protected Information other 

than trial transcripts, trial exhibits admitted into evidence, certificates executed pursuant to 

Paragraph 8 hereto, any pleadings or papers filed of record with the Court, and documents 

reflecting attorney work product and also containing or describing Protected Information, shall 

either be returned to the Producing Party or destroyed. All Parties and other persons that 

received and retained Protected Information shall certify compliance with this section. 

Notwithstanding the foregoing, the Parties and/or their counsel each may retain copies of any 

Protected Information to the extent necessary to comply with document retention requirements 

imposed by law, fiduciary or ethics requirements, or company policy. 

17. All persons subject to the terms of this Order agree that this Court shall retain 

jurisdiction over them for the purpose of enforcing this Order. The Court may enter this Order 

and such other and further relief as it deems appropriate, and this Protective Order is without 

prejudice to the right of any party to apply for relief from the Court, formally or informally, 

including as to matters discussed herein. 

____________________________ 

Hon. Edward M. Chen 

United States District Court Judge 

CONSENTED TO: 

Dated: June 9, 2016 TRESSLER LLP 

By: ______/s/ Elizabeth L. Musser_________________

Paul S. White 

Elizabeth L. Musser 

Yvonne M. Schulte 

Attorneys for Defendant 

TRAVELERS PROPERTY CASUALTY 

COMPANY OF AMERICA 

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STIPULATED PROTECTIVE ORDER 

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Dated: June 9, 2016 GREENAN, PEFFER, SALLANDER & LALLY LLP 

By: ______/s/ John P. Makin_________________ 

John P. Makin 

Nelson S. Hsieh 

Robert G. Seeds 

Joanne M. Wendell 

Attorney for Defendant 

AXIS INSURANCE COMPANY 

Dated: June 9, 2016 LAW OFFICES OF PAUL SCHROEDER 

By: ______/s/ Paul B. Schroeder_________________ 

Paul B. Schroeder 

Attorney for Plaintiffs 

EDUCATIONAL IMPACT, INC. AND 

TEACHSCAPE, INC. 

Dated: June 9, 2016 ALAN L. FRANK LAW ASSOCIATES, P.C. 

By: ______/s/ Alan L. Frank_________________ 

Alan L. Frank 

Attorney for Plaintiffs 

EDUCATIONAL IMPACT, INC. AND 

TEACHSCAPE, INC. 

LA-148794 (21-412) 

It is so ordered: 

________________________________ 

EDWARD M. CHEN 

U. S. DISTRICT JUDGE 

U

NITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

IT IS SO ORDERED

Judge Edward M. Chen

Case 3:15-cv-04510-EMC Document 55 Filed 06/13/16 Page 9 of 9