Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-casd-3_07-cv-01977/USCOURTS-casd-3_07-cv-01977-2/pdf.json

Nature of Suit Code: 890
Nature of Suit: Other Statutory Actions
Cause of Action: 28:1332 Diversity-Petition for Removal

---

1 

2 

3 

4 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

26 

27 

21

22 

23 

24 

25 

28 

AGREED PROTECTIVE ORDER - 1 - 07-CV-1977-LAB-CAB 

UNITED STATES DISTRICT COURT 

SOUTHERN DISTRICT OF CALIFORNIA 

PAULA ALLISON, individually and on 

behalf of all others similarly situated, 

 Plaintiff, 

 v. 

INTERNATIONAL BUSINESS MACHINES 

CORPORATION, and DOES 1 through 50, 

inclusive, 

 Defendant.

Case No. 07-CV-1977 LAB CAB 

AGREED PROTECTIVE ORDER 

GOVERNING CONFIDENTIAL 

INFORMATION, POTENTIAL CLASS 

ACTION MEMBER CONTACT 

INFORMATION, AND THE 

INADVERTENT DISCLOSURE OF 

PRIVILEGED MATERIAL 

WHEREAS, the undersigned Parties have agreed to, and the Court approves, the 

following terms governing confidential information, potential class member contact information, 

and the inadvertent disclosure of privileged material, IT IS HEREBY ORDERED THAT: 

1. A party may designate as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” any documents, discovery responses, electronic data, deposition 

transcripts, exhibits or other materials produced or generated in this matter that it reasonably 

believes should be subject to the terms of this Order. Material that may be designated as 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY consists of documents and information whose 

disclosure would create a risk of injury that could not be avoided by less restrictive means. 

2. Designations in conformity with this Order may be made as follows: 

(a) for information in documentary form (other than depositions or other 

transcripts), by stamping or labeling the first page of each such document CONFIDENTIAL or 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 1 of 8
1 

2 

3 

8 

11 

23 

4 

5

6 

7 

9 

10 

12

13 

14 

15 

16 

17 

18 

19 

20 

21 

22 

24

25 

26 

27 

28 

AGREED PROTECTIVE ORDER - 2 - 07-CV-1977-LAB-CAB 

HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY or by any other reasonable means of 

giving notice of the party’s intent to claim protected status of the material in question; 

(b) for testimony given in deposition or other proceeding, by notifying all 

counsel of record prior to, during or after the proceeding that the information provided in the 

deposition or other proceeding is considered CONFIDENTIAL or HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY and that the transcript thereof shall be subject to the provisions of 

this Order; and 

(c) for information or items produced in some form other than documentary, 

by stamping or labeling the exterior of the container(s) in which the information or item is stored 

CONFIDENTIAL or HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY. 

3. Documents and information designated CONFIDENTIAL in accordance with this 

Order shall be used solely for the purpose of preparation, trial, and/or appeal of this action, and, 

unless the Court rules otherwise, such documents or information shall not be disclosed to any 

person other than (a) counsel of record to any party to this Order; (b) the legal, clerical, paralegal, 

or other staff of such counsel to this action employed during the preparation for and trial and 

appeal of this action; (c) Plaintiff Paula Allison; (d) the principals, officers, agents and employees 

of Defendant whom Defendant believes in good faith have a need to review such documents or 

information; (e) persons retained by either party to this Order to furnish expert services or advice 

or to give expert testimony in this action (and their employees); (f) deponents, trial witnesses and 

court reporters in this action; and (g) the Court, Court personnel and jurors. CONFIDENTIAL 

documents or information disclosed to any such person shall not be disclosed by him/her to any 

other person not included within the foregoing subparagraphs (a) through (g) of this paragraph. 

4. Documents and information designated HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY in accordance with this Order shall be used solely for the purpose 

of preparation, trial, and/or appeal of this action, and, unless the Court rules otherwise, such 

documents and information shall not be disclosed to any person other than (a) counsel of record 

to any party to this Order; (b) the legal, clerical, paralegal, or other staff of such counsel to this 

action employed during the preparation for and trial and appeal of this action; (c) the principals, 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 2 of 8
1 

2 

3 

4 

5 

6 

7 

8 

13 

19 

25 

28 

9 

10 

11 

12 

14

15 

16 

17 

18 

20

21 

22 

23 

24 

26

27 

AGREED PROTECTIVE ORDER - 3 - 07-CV-1977-LAB-CAB 

officers, agents and employees of Defendant whom Defendant believes in good faith have a need 

to review such documents or information; (d) persons retained by either party to this Order to 

furnish expert services or advice or to give expert testimony in this action (and their employees); 

(e) deponents, trial witnesses and court reporters in this action; and (f) the Court, Court personnel 

and jurors. HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY documents or 

information disclosed to any such person shall not be disclosed by him/her to any other person 

not included within the foregoing subparagraphs (a) through (f) of this paragraph. 

5. Any person who is to obtain access to material subject to this Order pursuant to 

paragraph 3(e) and/or 4(d) shall prior to receipt of such material (a) be informed by the party 

providing access to such material of the terms of this Order; (b) agree in writing to be bound by 

the terms of this Order by executing the attached Agreement; and (c) submit to the authority of 

this Court for enforcement of this Order. 

6. If counsel for a party herein shall hereafter desire to make material subject to this 

Order available to any person other than those referred to in paragraphs 3 and 4 above, such 

counsel shall designate the material involved, identify the person to whom he/she wishes to make 

disclosure, and inform counsel for the opposing party of their desire. If the parties are 

subsequently unable to agree on the terms and conditions of disclosure to persons not enumerated 

in paragraphs 3 and 4, disclosure may be made only on such terms as the Court may order. 

7. If a party objects to the designation of any document or information as 

CONFIDENTIAL or HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY, counsel for 

the objecting party shall notify all counsel of record of the objection. If the parties’ dispute 

regarding the objection cannot be resolved by agreement, counsel seeking to challenge the 

designation may do so by filing a motion with this Court. The documents or information in 

question shall remain under the protection of this Order pending ruling on the motion. 

8. Without written permission from the party with an interest in protecting material 

subject to this Order, or a court order secured after appropriate notice to all interested persons, a 

party may not file in the public record (except under seal) any material subject to this Order. 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 3 of 8
1 

9 

14 

20 

22 

2 

3 

4 

5 

6 

7 

8 

10 

11 

12 

13 

15 

16 

17 

18 

19 

21 

23 

24 

25 

26 

27 

28 

AGREED PROTECTIVE ORDER - 4 - 07-CV-1977-LAB-CAB 

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

Within sixty days after final termination of this action, including any appeals, the parties shall 

destroy or return to counsel for a party that produced materials subject to this Order originals and 

all copies of such materials. At such time, each party must certify that the terms of this paragraph 

have been complied with. Notwithstanding the provisions of this paragraph, and except as set 

forth in paragraphs 15 and 16, counsel are entitled to retain any work product, even if it contains 

material subject to this Order. Any such retained materials shall remain subject to the terms of 

this Order. 

10. Any material subject to this Order, and which is otherwise admissible, may be 

used at trial, provided, however, that the parties agree that they will work with the Court to 

identify trial procedures that will protect and maintain the non-public nature of highly sensitive 

information. Prior to the use at trial of material subject to this Order, all stamps, labels or other 

designations placed on the material pursuant to this Order shall be removed. 

11. Nothing contained in this Order, nor any action taken in compliance with it, shall 

(a) operate as an admission or assertion by any witness or person or entity that any particular 

document or information is, or is not, confidential or (b) prejudice in any way the right of any 

party to seek a Court determination of whether it should remain confidential and subject to the 

terms of this Order. Any party to this Order may request the Court to grant relief from any 

provision of this Order. 

12. Nothing herein constitutes or may be interpreted as a waiver by any party of the 

attorney-client privilege, attorney work product protection, or any other privilege. 

13. It is recognized by the parties to this Order that, due to the exigencies of providing 

numerous documents and the taking of testimony, certain documents, information or testimony 

may be designated erroneously as confidential, or documents, information or testimony that are 

entitled to confidential treatment may erroneously not be designated as confidential. The parties 

to this Order may correct their confidentiality designations, or lack thereof, and shall, at their own 

expense, furnish to all counsel copies of the documents or other materials for which there is a 

change in designation. 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 4 of 8
1 

4 

21 

2 

3

5 

6

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

22 

23 

24 

25 

26 

27 

28 

AGREED PROTECTIVE ORDER - 5 - 07-CV-1977-LAB-CAB 

14. Nothing in this Order shall prevent any party from using or disclosing their own 

documents or information, regardless of whether they are designated CONFIDENTIAL or 

HIGHLY CONFIDENTIAL-ATTORNEYS’ EYES ONLY. 

15. The inadvertent or unintentional disclosure by any party of documents or 

information protected from discovery as an attorney-client communication, work product or 

otherwise protected under Federal Rule of Civil Procedure 26 (the “Privileged Material”), 

regardless of whether the information was designated as CONFIDENTIAL or HIGHLY 

CONFIDENTIAL-ATTORNEYS' EYES ONLY at the time of disclosure, shall not be deemed a 

waiver in whole or in part of that disclosing party's claim of privilege, either as to the specific 

documents or information disclosed or as to any other documents or information relating thereto 

or on the same or related subject matter. The recipient of such Privileged Material shall (i) return 

it, without retaining any copy of it, upon recognizing its status, or within three (3) days from a 

demand (the “Demand”) by the disclosing party, whichever occurs first; (ii) destroy all 

summaries, notes, memoranda or other documents (or the portions thereof) referring to such 

Privileged Material; and (iii) not use such documents containing Privileged Material for any 

purpose until further order of the Court. If the receiving party disputes the disclosing party’s 

Demand, the matter shall be presented by the disclosing party to the Court for resolution. Further, 

if the recipient has already shared such Privileged Material prior to recognizing its protected 

status or prior to a Demand for its return, that recipient shall promptly notify the other affected 

persons, and collect and return all copies. 

16. Plaintiff has requested, and Defendant has agreed to produce, subject to and two 

weeks after entry of this Order, (a) the full name and (b) full current or last known home address 

of any current or former employee who worked in position code 4272, 4273 or 4274 in the State 

of California between September 10, 2003 and the date the Designated Position Codes were 

discontinued (hereinafter, the name and address information referred to in this paragraph is called 

“Contact Information”). Plaintiff’s counsel may use the Contact Information solely for purposes 

of contacting potential class action members for discovery and investigation purposes, subject to 

applicable limitations imposed by law, court order, and/or ethical rules. Prior to Plaintiff’s 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 5 of 8
1 

2 

3 

4 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

21 

22 

23 

24 

25 

26 

27 

28 

AGREED PROTECTIVE ORDER - 6 - 07-CV-1977-LAB-CAB 

counsel’s initial communication with potential class action members, Plaintiff’s counsel shall 

confer with Defendant regarding the content of such communication. Plaintiff’s counsel shall not 

disclose the Contact Information to anyone other than employees of Plaintiff’s counsel to whom it 

is reasonably necessary to disclose the Contact Information for purposes of prosecuting this case 

and in accordance with this Order; shall notify Defendant in writing immediately or in no event 

later than three days after receipt of a subpoena or order issued in other litigation that would 

compel disclosure of the Contact Information; and shall return the Contact Information (including 

all copies or reproductions) to Defendant’s counsel within 60 days after the final termination of 

this action. 

AGREED TO BY: 

Dated: March 5, 2008 Altshuler Berzon LLP 

By: s/Rebecca Smullin 

Attorney for Plaintiff 

PAULA ALLISON 

rsmullin@altshulerberzon.com 

Altshuler Berzon LLP 

177 Post Street, Suite 300 

San Francisco, CA 94108 

Telephone: (415) 421-7151 

Facsimile: (415) 362-8064 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 6 of 8
1 

2 

3 

4 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

21 

22 

23 

24 

25 

26 

27 

28 

AGREED PROTECTIVE ORDER - 7 - 07-CV-1977-LAB-CAB 

Dated: March 5, 2008 Jones Day 

By: s/Donna M. Mezias 

Attorney for Defendant 

INTERNATIONAL BUSINESS 

MACHINES CORPORATION 

dmezias@jonesday.com 

Donna M. Mezias (State Bar No. 111902) 

Catherine S. Nasser (State Bar No. 246191) 

cnasser@jonesday.com 

JONES DAY 

555 California Street, 26th Floor 

San Francisco, CA 94104 

Telephone: (415) 626-3939 

Facsimile: (415) 875-5700 

Matthew W. Lampe (admitted pro hac vice) 

mwlampe@jonesday.com 

JONES DAY 

222 East 41st Street 

New York, NY 10017 

Telephone: (212) 326-3939 

Facsimile: (212) 755-7306 

Admitted in Ohio not in New York

ORDER

 Pursuant to stipulation of the parties for entry of the protective order to protect 

confidential information, IT IS SO ORDERED. 

IT IS FURTHER ORDERED, subject to public policy, and further court order, nothing 

shall be filed under seal, and the court shall not be required to take any action, without separate 

prior order by the Judge before whom the hearing or proceeding will take place, after application 

by the affected party with appropriate notice to opposing counsel. 

Dated: March 7, 2008 

 __________________________ 

 CATHY ANN BENCIVENGO

 United States Magistrate Judge

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 7 of 8
1 

2 

3 

4 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

21 

22 

23 

24 

25 

26 

27 

28 

AGREED PROTECTIVE ORDER - 8 - 07-CV-1977-LAB-CAB 

UNITED STATES DISTRICT COURT 

SOUTHERN DISTRICT OF CALIFORNIA 

PAULA ALLISON, individually and on 

behalf of all others similarly situated, 

 Plaintiff, 

 v. 

INTERNATIONAL BUSINESS MACHINES 

CORPORATION, and DOES 1 through 50, 

inclusive, 

 Defendant.

Case No. 07-CV-1977 LAB CAB 

AGREEMENT TO BE BOUND BY 

AGREED PROTECTIVE ORDER 

I, ________________, the undersigned, hereby acknowledge that I have received a copy 

of the Agreed Protective Order entered in this action, and that I have read the Order and agree to 

be bound by all of the provisions in it. I recognize that during my participation in this case, I may 

have occasion to read or hear matters that are designated CONFIDENTIAL or HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY. I agree not to disclose any such matter to any 

person not entitled to receive disclosure of same under the provisions of the Order and to use any 

such matter solely in connection with my participation in this case. I also agree to return any 

materials protected by the Order to counsel for the party that supplied me with such materials as 

soon as my participation in the case is concluded. 

Dated: ___________________ ___________________________ 

 Print Name 

 ___________________________ 

 Print Address 

Case 3:07-cv-01977-LAB-CAB Document 33 Filed 03/07/08 Page 8 of 8