Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-1_15-cv-01621/USCOURTS-caed-1_15-cv-01621-4/pdf.json

Nature of Suit Code: 110
Nature of Suit: Insurance
Cause of Action: 28:1332 Diversity-Insurance Contract

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Case No.: 1:15-cv-01621-AWI-JLT

STIPULATED PROTECTIVE ORDER

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PETER H. MASON (BAR NO. 71839)

peter.mason@nortonrosefulbright.com

TODD M. SORRELL (BAR NO. 175143)

todd.sorrell@nortonrosefulbright.com

MICHELLE L. MELLO (BAR NO. 288081)

michelle.mello@nortonrosefulbright.com

NORTON ROSE FULBRIGHT US LLP

555 South Flower Street

Forty-First Floor

Los Angeles, California 90071

Telephone: (213) 892-9200

Facsimile: (213) 892-9494

Attorneys for Defendant

WILSHIRE INSURANCE COMPANY

RICARDO ECHEVERRIA (BAR NO. 166049)

recheverria@shernoff.com

DANICA CRITTENDEN(BAR NO. 273309)

dcrittenden@shernoff.com

SHERNOFF BIDART ECHEVERRIA

BENTLEY LLP

600 South Indian Hill Boulevard

Claremont, CA 91711

Telephone: (909) 621-4935

Facsimile: (909) 625-6915

Attorneys for Plaintiffs

SHAWN J. PAREGIEN and PIPER S. PAREGIEN 

IN THE UNITED STATES DISTRICT COURT

FOR THE EASTERN DISTRICT OF CALIFORNIA

SHAWN J. PAREGIEN, by and through 

his Guardian Ad Litem, Sandra Dudley; 

PIPER S. PAREGIEN, by and through 

her Guardian Ad Litem, Chad Paregien,

Plaintiffs,

v.

WILSHIRE INSURANCE COMPANY, 

INC., a corporation; and DOES 1 

through 100, inclusive,

Defendants.

Case No.: 1:15-cv-01621-AWI-JLT

STIPULATED PROTECTIVE 

ORDER 

(DOC. 21)

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STIPULATED PROTECTIVE ORDER

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Pursuant to Rule 26(c) of the Federal Rules of Civil Procedure and Local Rule 

141.1, plaintiffs Shawn J. Paregien and Piper S. Paregien (“Plaintiffs”) and 

defendant Wilshire Insurance Company, Inc. (“Defendant” or “Wilshire” and, 

together with Plaintiff, the “Parties”), jointly stipulate and request the entry of a 

protective order, as follows:

1. Description of Information and Need for Protection

This Protective Order is intended to limit the disclosure of private, 

confidential information of or regarding non-parties and parties to this action. It is 

also intended to preclude the disclosure of proprietary business information. 

Information subject to protection may include but is not limited to confidential 

claims file documents, which may include attorney communications, confidential 

claims handling procedures, reserve amounts, and settlement communications. 

Protection of such information is warranted under California and federal law, 

including but not limited to the constitutional right to privacy set forth in the 

California Constitution, Article I, section 1. In addition, a court order is warranted 

because certain documents may need to be shown to third party witnesses and will 

need the force of a court order to protect the confidential nature of the information. 

In addition, a court order will streamline the discovery process and avoid 

unnecessary motion practice. 

2. Scope of Protection

This Protective Order shall govern any record of information produced in this 

action and designated pursuant to this Protective Order, including all designated 

deposition testimony, all designated testimony taken at a hearing or other 

proceeding, all designated deposition exhibits, interrogatory answers, admissions, 

documents and other discovery materials, whether produced informally or in 

response to interrogatories, requests for admissions, requests for production of 

documents, other formal methods of discovery, or any required disclosures pursuant 

to any federal rule or Local Rule and any supplementary disclosures thereto. 

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STIPULATED PROTECTIVE ORDER

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This Protective Order shall apply to the parties and to any nonparty from 

whom discovery may be sought who desires the protection of this Protective Order. 

Nonparties may challenge the confidentiality of the protected information by filing 

a motion to intervene and a motion to de-designate. 

3. Definitions

(a) The term PROTECTED INFORMATION shall mean 

confidential or proprietary technical, scientific, financial, business, health, claims,

or medical information designated CONFIDENTIAL INFORMATION by the 

producing party.

(b) The terms EXPERT or EXPERTS shall refer to any persons

who are not a party to this action and/or not presently employed by the receiving 

party or a company affiliated through common ownership, who have been 

designated by the receiving party to receive another party’s PROTECTED 

INFORMATION. Each party’s EXPERTS shall be limited to such person as, in the 

judgment of that party’s counsel, are reasonably necessary for development and 

presentation of that party’s case. These persons include outside experts or 

consultants retained to provide technical or other expert services such as expert 

testimony or otherwise assist in trial preparation.

4. Disclosure Agreements

Each receiving party’s EXPERT(S) shall sign a disclosure agreement in the 

form attached hereto as Exhibit A. Copies of any disclosure agreement in the form 

of Exhibit A signed by any EXPERT to whom PROTECTED INFORMATION is 

disclosed shall be provided to the other party promptly after execution unless such 

EXPERT has not been designated as a testifying expert, in which event counsel for 

the party disclosing the PROTECTED INFORMATION to the EXPERT shall 

retain a copy of the disclosure agreement until (i) such time as the expert is 

designated as a testifying expert, upon which designation a copy of the agreement 

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STIPULATED PROTECTIVE ORDER

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shall be provided to the other party, or (ii) at least one year after this action 

(including any appeals and/or related actions) has concluded.

5. Designation of Information

(a) Documents and things produced or furnished during the course 

of this action shall be designated as containing CONFIDENTIAL INFORMATION 

by placing on each page, each document (whether in paper or electronic form), or 

each thing a legend substantially as follows:

“CONFIDENTIAL INFORMATION” or “CONFIDENTIAL”

(b) During discovery a producing party shall have the option to 

require that all or batches of materials be treated as containing CONFIDENTIAL 

INFORMATION during inspection and to make its designation as to particular 

documents and things at the time copies of documents and things are furnished.

(c) A party may designate information disclosed at a deposition as 

CONFIDENTIAL INFORMATION by requesting the reporter to so designate the 

transcript at the time of the deposition.

(d) A party wanting to file documents designated as 

CONFIDENTIAL INFORMATION that are the subject of this protective order 

with the court should attempt to obtain a sealing order first in compliance with 

Local Rule 141. If a sealing order is denied by the court, the documents may be 

filed with the court without them being filed under seal. Nothing herein shall 

require a party who has designated its own materials as CONFIDENTIAL to seek 

such an order if that party determines that such protection is not necessary. 

(e) A party shall designate information disclosed at a hearing before 

trial as CONFIDENTIAL INFORMATION by requesting the Court, at the time the 

information is proffered or adduced, to receive the information only in the presence 

of those persons designated to receive such information and Court personnel, and to 

designate the transcript appropriately.

(f) The parties will use reasonable care to avoid designating any 

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STIPULATED PROTECTIVE ORDER

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documents or information as CONFIDENTIAL INFORMATION that is not 

entitled to such designation or which is generally available to the public. Unless 

the work required to parse documents/information is unreasonable, the parties shall 

designate only that part of a document or deposition that is CONFIDENTIAL 

INFORMATION, rather than the entire document or deposition.

(g) This protective order does not apply to the admission of 

evidence at trial. However, the parties to this litigation reserve the right to seek 

such protection or the extension of this protective order to such proceedings at the 

appropriate time.

6. Disclosure of Protected Information

Information that has been designated CONFIDENTIAL INFORMATION 

shall be disclosed by the receiving party only to Qualified Recipients, as defined in 

Section 7 below. All Qualified Recipients shall hold such information received 

from the disclosing party in confidence, shall use the information only for purposes 

of this action and for no other action, and shall not use it for any business or other 

commercial purpose. All information that has been designated CONFIDENTIAL 

INFORMATION shall be carefully maintained so as to preclude access by persons 

who are not qualified to receive such information under the terms of this Order.

7. Qualified Recipients

For purposes of this Order, “Qualified Recipient” means:

(a) for CONFIDENTIAL INFORMATION:

(1) Counsel of record for the parties in this action, and the 

partners, associates, secretaries, paralegal assistants, and employees of such counsel 

to the extent reasonably necessary to render professional services in the action, as 

well as their outside copying services, document management services and graphic 

services; 

(2) Court officials involved in this action (including court 

reporters, persons operating video recording equipment at depositions, and any 

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STIPULATED PROTECTIVE ORDER

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special master appointed by the Court);

(3) Any person designated by the Court in the interest of 

justice, upon such terms as the Court may deem proper;

(4) Any EXPERT, subject to the requirements in Paragraph 4 

above; and/or

(5) The parties to this action;

(6) A party, or an officer, director, or employee of a party 

deemed necessary by counsel of record to aid in the prosecution, defense, or 

settlement of this action; 

(7) In-house counsel for a party to this action who is/are 

acting in a legal capacity and who is/are actively engaged in the conduct of this 

action, and the secretary and paralegal assistants of such counsel to the extent 

reasonably necessary;

(8) The insurer of a party to litigation and employees of such 

insurer to the extent reasonably necessary to assist the party’s counsel to afford the 

insurer an opportunity to investigate and evaluate the claim for purposes of 

determining coverage and for settlement purposes.

(9) Any witness during the course of discovery, so long as it 

is stated on the face of the document being disclosed that the witness to whom a 

party is seeking to disclose the document was either an author, recipient, or 

otherwise involved in the creation of the document. Where it is not stated on the 

face of the document being disclosed that the witness to whom a party is seeking to 

disclose the document was either an author, recipient, or otherwise involved in the 

creation of the document, the party seeking disclosure may nonetheless disclose the 

document to the witness, provided that the party seeking disclosure has a reasonable 

basis for believing that the witness in fact received or reviewed the document at or 

about the time of its creation.

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STIPULATED PROTECTIVE ORDER

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8. Use of Protected Information

(a) In the event that any receiving party’s briefs, memoranda, 

discovery requests or responses, or other papers of any kind which are served 

and/or filed with the court shall include another party’s CONFIDENTIAL 

INFORMATION, the papers shall be appropriately designated pursuant to 

paragraph 5 and shall be treated accordingly.

(b) All documents, including attorney notes and abstracts, which 

contain another party’s CONFIDENTIAL INFORMATION shall be handled as if 

they were designated pursuant to paragraph 5.

(c) In the event that any question is asked at a deposition with 

respect to which a party asserts that the answer requires the disclosure of 

CONFIDENTIAL INFORMATION, such question shall nonetheless be answered 

by the witness fully and completely. Prior to answering, however, all persons 

present shall be advised of this Order by the party making the confidentiality 

assertion, and, at the request of such party, all persons who are not allowed to 

obtain such information pursuant to this Order, other than the witness, shall leave 

the room during the time in which this information is disclosed or discussed or, if 

agreed to by counsel for the designating party, shall be required to sign the 

Disclosure Agreement attached as Exhibit A to this protective order. 

(d) Nothing in this Protective Order shall bar or otherwise restrict 

outside counsel from rendering advice to his or her client with respect to this action 

and, in the course thereof, from relying in a general way upon his examination of 

materials designated CONFIDENTIAL INFORMATION.

9. Inadvertent Failure to Designate

(a) In the event that a producing party inadvertently fails to 

designate any of its information pursuant to paragraph 5, it may later designate by 

notifying the receiving parties in writing. The receiving parties shall take 

reasonable steps to see that the information is thereafter treated in accordance with 

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STIPULATED PROTECTIVE ORDER

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the designation.

(b) It shall be understood, however, that no person or party shall 

incur any liability hereunder with respect to disclosure that occurred prior to receipt 

of written notice of a belated designation.

10. Challenge to Designation

(a) Any receiving party may challenge a producing party’s 

designation at any time. A failure of any party to expressly challenge a claim of

confidentiality or any document designation shall not constitute a waiver of the 

right to assert at any subsequent time that the same is not in-fact confidential or not 

an appropriate designation for any reason.

(b) Notwithstanding anything set forth in paragraph 3, any receiving 

party may disagree with the designation of any information received from the 

producing party as CONFIDENTIAL INFORMATION. In that case, any receiving 

party desiring to disclose or to permit inspection of the same beyond the limits of 

this Order may request the producing party in writing to change the designation, 

stating the reasons in that request. The producing party shall then have ten (10) 

business days from the date of receipt of the notification to:

(i) advise the receiving parties whether or not it persists in 

such designation; and

(ii) if it persists in the designation, to explain the reason for 

the particular designation.

(c) If the producing party does not respond within ten (10) business 

days after receipt of notification referenced in subparagraph (b) above, the 

information will be automatically de-designated to the category requested by the 

receiving party. 

If the producing party responds within ten (10) business days from the 

date of receipt of the notification, and continues to persist with the 

CONFIDENTIAL INFORMATION designation, the producing party may then 

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move the Court for a protective order or any other order to maintain the 

designation. The burden of proving that the designation is proper shall be upon the 

producing party. If no such motion is made within ten (10) business days of 

notifying the receiving party of the continued designation, the information will be 

de-designated to the category requested by the receiving party. 

In the event objections are made and not resolved informally and a 

motion is filed, the information shall be maintained pursuant to this protective order 

consistent with the original designation until the issue has been resolved by the 

Court (or to any limited extent upon which the parties may agree). 

(d) No party shall be obligated to challenge the propriety of any 

designation when made, and failure to do so shall not preclude a subsequent 

challenge to the propriety of such designation.

(e) With respect to requests and applications to remove or change a 

designation, information shall not be considered confidential or proprietary to the 

producing party if:

(i) the information in question has become available to the 

public through no violation of this Order; or

(ii) the information was known to any receiving party prior to 

its receipt from the producing party; or

(iii) the information was received by any receiving party 

without restrictions on disclosure from a third party 

having the right to make such a disclosure.

11. Inadvertently Produced Privileged Documents

The parties hereto also acknowledge that, regardless of the producing party’s 

diligence, an inadvertent production of attorney-client privileged or attorney work 

product materials may occur. In accordance with Fed. R. Civ. P. 26(b)(5) and Fed. 

R. Evid. 502, they therefore agree that, if a party through inadvertence produces or 

provides discovery that it believes is subject to a claim of attorney-client privilege 

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STIPULATED PROTECTIVE ORDER

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or attorney work product, the producing party may give written notice to the 

receiving party that the document or thing is subject to a claim of attorney-client

privilege or attorney work product and request that the document or thing be 

returned to the producing party. The receiving party shall return to the producing 

party such document or thing. Return of the document or thing shall not constitute 

an admission or concession, or permit any inference, that the returned document or 

thing is, in fact, properly subject to a claim of attorney-client privilege or attorney 

work product, nor shall it foreclose any party from moving the Court pursuant to 

Fed. R. Civ. P. 26(b)(5) and Fed. R. Evid. 502 for an Order that such document or 

thing has been improperly designated or should be produced.

12. Inadvertent Disclosure

In the event of an inadvertent disclosure of another party’s CONFIDENTIAL 

INFORMATION to a non-Qualified Recipient, the party making the inadvertent 

disclosure shall promptly upon learning of the disclosure: (i) notify the person to 

whom the disclosure was made that it contains CONFIDENTIAL INFORMATION 

subject to this Order; (ii) make all reasonable efforts to preclude dissemination or 

use of the CONFIDENTIAL INFORMATION by the person to whom disclosure 

was inadvertently made including, but not limited to, obtaining all copies of such 

materials from the non-Qualified Recipient; and (iii) notify the producing party of 

the identity of the person to whom the disclosure was made, the circumstances 

surrounding the disclosure, and the steps taken to ensure against the dissemination 

or use of the information.

13. Limitation

This Order shall be without prejudice to any party’s right to assert at any time 

that any particular information or document is or is not subject to discovery, 

production or admissibility on the grounds other than confidentiality.

14. Conclusion of Action

(a) At the conclusion of this action, including through all appeals, 

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each party or other person subject to the terms hereof shall be under an obligation to 

destroy or return to the producing party all materials and documents designated 

CONFIDENTIAL INFORMATION and to certify to the producing party such 

destruction or return. Such return or destruction shall not relieve said parties or 

persons from any of the continuing obligations imposed upon them by this Order.

(b) Notwithstanding the foregoing, after this action, trial counsel for 

each party may retain one archive copy of all documents and discovery material 

even if they contain or reflect another party’s CONFIDENTIAL INFORMATION 

Trial counsel’s archive copy shall remain subject to all obligations of this Order. 

15. Production by Third Parties Pursuant to Subpoena

Any third party producing documents or things or giving testimony in this 

action pursuant to a subpoena, notice, or request may designate said documents, 

things, or testimony as CONFIDENTIAL INFORMATION. The parties agree that 

they will treat such PROTECTED INFORMATION produced by third parties 

according to the terms of this Order.

16. Compulsory Disclosure to Third Parties

If any receiving party is subpoenaed in another action or proceeding or 

served with a document or testimony demand or a court order, and such subpoena 

or demand or court order seeks PROTECTED INFORMATION of a producing 

party, the receiving party shall give prompt written notice to counsel for the 

producing party and allow the producing party an opportunity to oppose such 

subpoena or demand or court order prior to the deadline for complying with the 

subpoena or demand or court order. No compulsory disclosure to third parties of 

information or material exchanged under this Order shall be deemed a waiver of 

any claim of confidentiality, except as expressly found by a court or judicial 

authority of competent jurisdiction.

17. Jurisdiction to Enforce Protective Order

After the termination of this action, the Court will continue to have 

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jurisdiction to enforce this Order.

18. Modification of Protective Order

This Order is without prejudice to the right of any person or entity to seek a 

modification of this Order at any time either through stipulation or Order of the 

Court.

19. Confidentiality of Party’s own Documents

Nothing herein shall affect the right of the designating party to disclose to its 

officers, directors, employees, attorneys, consultants or experts, or to any other 

person, its own information. Such disclosure shall not waive the protections of this 

protective order and shall not entitle other parties or their attorneys to disclose such 

information in violation of it, unless by such disclosure of the designating party the 

information becomes public knowledge. Similarly, the protective order shall not 

preclude a party from treating, disclosing, and/or handling its own information, 

including its own information that is filed under seal by a party, to any person.

Dated: June__, 2016 SHERNOFF BIDART ECHEVERRIA 

BENTLEY LLP

By /S/ __________________________

RICARDO ECHEVERRIA

DANICA CRITTENDEN

Attorneys for Plaintiffs

SHAWN J. PAREGIEN and PIPER S. 

PAREGIEN 

Dated: June __, 2016 NORTON ROSE FULBRIGHT US LLP

By /S/ __________________________

PETER H. MASON

TODD M. SORRELL

MICHELLE L. MELLO

Attorneys for Defendants

WILSHIRE INSURANCE CO.

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PROOF OF SERVICE

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IT IS SO ORDERED.

Dated: June 12, 2016 /s/ Jennifer L. Thurston 

UNITED STATES MAGISTRATE JUDGE

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