Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-5_07-cv-00898/USCOURTS-cand-5_07-cv-00898-3/pdf.json

Nature of Suit Code: 890
Nature of Suit: Other Statutory Actions
Cause of Action: 15:1692 Fair Debt Collection Act

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STIPULATED PROTECTIVE ORDER 

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Balám O. Letona SBN 229642 

LAW OFFICE OF BALÁM O. LETONA, INC. 

1347 Pacific Avenue, Suite 203 

Santa Cruz, CA 95060-3940 

Tel: (831) 421-0200 

Fax: (831) 621-9659 

Email: letonalaw@gmail.com 

Attorneys for Plaintiffs: 

KIMBERLY ORTEGA 

IN THE UNITED STATES DISTRICT COURT 

FOR THE NORTHERN DISTRICT OF CALIFORNIA 

SAN JOSÉ DIVISION 

 

KIMBERLY ORTEGA, 

 Plaintiff, 

v. 

M.R.S. ASSOCIATES, INC., CHRIS 

SYLIN, and MS. JEFFERSON, 

 Defendant(s). 

Case No.C07-00898 RMW-RS 

STIPULATED PROTECTIVE ORDER 

 

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 would 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 extends only to the limited information or items that are entitled 

under the applicable legal principles to treatment as confidential. The parties further 

acknowledge, as set forth in Section 10, below, that this Stipulated Protective Order 

creates no entitlement to file confidential information under seal; Civil Local Rule 79-5 

*E-FILED 8/23/07*

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STIPULATED PROTECTIVE ORDER 

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sets forth the procedures that must be followed and reflects the standards that will be 

applied when a party seeks permission from the court to file material under seal. 

2. DEFINITIONS

 2.1 Party: any party to this action, including all of its officers, directors, 

employees, consultants, retained experts, and outside counsel (and their support staff). 

 2.2 Disclosure or Discovery Material: all items or information, 

regardless of the medium or manner generated, stored, or maintained (including, 

among other things, testimony, transcripts, or tangible things) that are produced or 

generated in disclosures or response to discovery in this matter. 

 2.3 “Confidential” Information or Items: information (regardless of how 

generated stored or maintained) or tangible things that qualify for protection under 

standards developed under F.R.Civ.P. 26(c ). 

 2.4 “Highly Confidential – Attorneys’ Eyes Only” Information or Items: 

extremely sensitive “Confidential Information or Items” whose disclosure to another 

Party or non-party would create a substantial risk of serious injury that could not be 

avoided by less restrictive means. 

 2.5 Receiving Party: a Party that receives Disclosure or Discovery 

Material from a Producing Party. 

 2.6 Producing Party: a Party or non-party that produces Disclosure or 

Discovery Material in this action. 

 2.7 Designating Party: a Party or non-party that designates information 

or items that it produces in disclosures or in responses to discovery as “Confidential” or 

“Highly Confidential – Attorneys’ Eyes Only.” 

 2.8 Protected Material: any Disclosure or Discovery Material that is 

designated as “Confidential” or as “Highly Confidential – Attorneys’ Eyes Only.” 

 2.9 Outside Counsel: attorneys who are not employees of a Party but 

who are retained to represent or advise a Party in this action. 

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STIPULATED PROTECTIVE ORDER 

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 2.10 House Counsel: attorneys who are employees of a Party. 

 2.11 Counsel (without qualifier): Outside Counsel and House Counsel 

(as well as their support staffs). 

 2.12 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 and who is not a past or a current 

employee of a Party or of a competitor of a Party’s and who, at the time of retention, is 

not anticipated to become an employee of a Party or a competitor of a Party’s. This 

definition includes a professional jury or trial consultant. 

 2.13 Professional Vendors: persons or entities that provide litigation 

support services (e.g., photocopying; videotaping; translating; class administration; 

preparing exhibits or demonstrations; organizing, storing, retrieving data in any form or 

medium; etc.) and their employees and subcontractors. 

3. SCOPE

 The protections conferred by this Stipulation and Order cover not only Protected 

Material (as defined above), but also any information copied or extracted therefrom, as 

well as all copies, excerpts, summaries, or compilations thereof, plus testimony, 

conversations, or presentations by parties or counsel to or in court or in other settings 

that might reveal Protected Material. 

4. DURATION

 Even after the termination 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. 

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 care to limit any such designation to specific material that 

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STIPULATED PROTECTIVE ORDER 

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qualifies under the appropriate standards. A Designating Party must take care to 

designate for protection only those parts of material, documents, items, or oral or written 

communications t hat 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. 

 Mass, indiscriminate, or routinized designations are prohibited. Designations 

that are shown to be clearly unjustified, or that have been made for an improper purpose 

(e.g., to unnecessarily encumber or retard the case development process, or to impose 

unnecessary expenses and burdens on other parties), expose the Designating Party to 

sanctions. 

 If it comes to a Party’s or a non-party’s attention that information or items 

that it designated for protection do not qualify for protection at all, or do not qualify for the 

level of protection initially asserted, that Party or non-party must promptly notify all other 

parties that it is withdrawing the mistaken designation. 

 5.2 Manner and Timing of Designations. Excepts as otherwise 

provided in this Order (see, e.g., second paragraph of section 5.2(a), below), or as 

otherwise stipulated or ordered, material that qualifies for protection under this Order 

must be clearly so designated before the material is disclosed or produced. 

 Designation in conformity with this Order requires: 

 (a) for information in documentary form (apart from transcripts 

of depositions or other pretrial or trial proceedings), that the Producing Party affix the 

legend “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 

at the top of 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) and 

must specify, for each portion, the level of protection being asserted (either 

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY”). 

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STIPULATED PROTECTIVE ORDER 

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 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 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 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 

appropriate legend (“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY”) at the top of 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) and must specify, for each portion, the level of protection being asserted (either 

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY”). 

 (b) for testimony given in deposition or in other pretrial or trial 

proceedings, that the Party or non-party offering or sponsoring the testimony identify on 

the record, before the close of the deposition, hearing, or other proceedings, all 

protected testimony, and further specify any portions of the testimony that qualify as 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” When it is impractical to 

identify separately each portion of testimony that is entitled to protection, and when it 

appears that substantial portions of the testimony may qualify for protection, the Party or 

non-party that sponsors, offers, or gives the testimony may invoke on the record (before 

the deposition or proceeding is concluded) a right to have up to 20 days to identify the 

specific portions of the testimony as to which protection is sought and to specify the 

level of protection being asserted (“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY”). Only those portions of the testimony that are 

appropriately designated for protection within the 20 days shall be covered by the 

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STIPULATED PROTECTIVE ORDER 

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provisions of this Stipulated Protective Order. 

 Transcript pages containing Protected Material must be separately 

bound by the court reporter, who must affix to the top of each such page the legend 

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” as 

instructed by the Party or non-party offering or sponsoring the witness or presenting the 

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” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” If 

only portions of the information or item warrant protection, the Producing Party, to the 

extent practicable, shall identify the protected portions, specifying whether they qualify as 

“Confidential” or as “Highly Confidential – Attorneys’ Eyes Only.” 

 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent 

failure to designate qualified information or items as “Confidential” or “Highly Confidential 

– Attorneys’ Eyes Only” does not, standing alone, waive the Designating Party’s right to 

secure protection under this Order for such material. If material is appropriately designated 

as “Confidential” or “Highly Confidential – Attorneys’ Eyes Only” after the material was 

initially produced, the Receiving Party, on timely notification of the designation, 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. Unless a prompt challenge to a 

Designating Party’s confidentiality designation is necessary to avoid foreseeable 

substantial unfairness, unnecessary economic burdens, or a late significant disruption 

or delay or 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 

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STIPULATED PROTECTIVE ORDER 

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is disclosed. 

 6.2 Meet and Confer. A Party that elects to initiate a challenge 

to a Designating Party’s confidentiality designation must do so in good faith and must 

begin the process by conferring directly (in voice to voice dialogue; other forms of 

communication are not sufficient) with counsel for the Designating Party. 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. 

 6.3 Judicial Intervention. A Party that elects to press a 

challenge to a confidentiality designation after considering the justification offered by the 

Designating Party may file and serve a motion under Civil Local Rule 7 (and in 

compliance with Civil Local Rule 79-5, if applicable) that identifies the challenged material 

and sets forth in detail the basis for the challenge. Each such motion must be 

accompanied by a competent declaration that affirms that the movant has complied with 

the meet and confer requirements imposed in the preceding paragraph and that sets forth 

with specificity the justification for the confidentiality designation that was given by the 

Designating Party in 

the meet and confer dialogue. 

 The burden of persuasion in any such challenge proceeding shall be 

on the Designating Party. Until the court rules on the 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 AND USE OF PROTECTED MATERIAL 

 7.1 Basic Principles. A Receiving Party may use Protected 

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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 under the 

conditions described in this Order. When the litigation has been terminated, a 

Receiving Party must comply with the provisions of section 11, 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 Counsel to whom it is reasonably necessary to 

disclose the information for this litigation and who have signed the “Agreement to Be 

Bound by Protective Order” that is attached hereto as Exhibit A; 

 (b) the officers, directors, and employees (including House 

Counsel) of the Receiving Party to whom disclosure is reasonably necessary for this 

litigation and who have signed the “Agreement to Be Bound by Protective Order” (Exhibit 

A); 

 (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 

“Agreement to Be Bound by Protective Order” (Exhibit A); 

 (d) the Court and its personnel; 

 (e) court reporters, their staffs, and professional vendors to 

whom disclosure is reasonably necessary for this litigation and who have signed the 

“Agreement to Be Bound by Protective Order” (Exhibit A); 

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 (f) during their depositions, witnesses in the action to whom 

disclosure is reasonably necessary and who have signed the “Agreement to Be Bound 

by Protective Order” (Exhibit 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 Stipulated 

Protective Order. 

 (g) the author of the document or the original source of the 

information. 

 7.3 Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” 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 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” only to: 

 (a) the Receiving Party’s Outside Counsel of record in this 

action, as well as employees of said County to whom it is reasonably necessary to 

disclose the information for this litigation and who have signed the “Agreement to Be 

Bound by Protective Order” that is attached hereto as Exhibit A; 

 (b) Experts (as defined in this Order) (1) to whom disclosure 

is reasonably) necessary for this litigation, and (2) who have signed the “Agreement to 

Be Bound by Protective Order” (Exhibit A); 

 (c) the Court and its personnel; 

 (d) court reporters, their staffs, and professional vendors to 

whom disclosure is reasonably necessary for this litigation and who have signed the 

“Agreement to Be Bound by Protective Order” (Exhibit A); and 

 (e) the author of the document or the original source of the 

information. 

8 PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED 

IN OTHER LITIGATION. 

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 If a Receiving Party is served with a subpoena or an order issued in other 

litigation that would compel disclosure of any information or items designated in this 

action as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 

ONLY,” the Receiving Party must so notify the Designating Party, in writing (by fax, if 

possible) immediately and in no event more than three court days after receiving the 

subpoena or order. Such notification must include a copy of the subpoena or court 

order. 

 The Receiving Party also must immediately inform in writing the Party who 

caused the subpoena or order to issue in the other litigation that some or all the material 

covered by the subpoena or order is the subject of this Protective Order. In addition, 

the Receiving Party must deliver a copy of this Stipulated Protective Order promptly to 

the Party in the other action that caused the subpoena or order to issue. 

 The purpose of imposing these duties is to alert the interested parties to 

the existence of this Protective Order and to afford the Designating Party in this case an 

opportunity to try to protect its confidentiality interests in the court from which the 

subpoena or order issued. The Designating Party shall bear the burdens and the 

expenses 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. UNAUTHORIZED DISCLOSURE OF PROTECTIVE 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, and if the unauthorized 

disclosure involved Protected Material regarding a non-party, also notify in writing the 

non-party of the unauthorized disclosure; (b) use its best efforts to retrieve all copies of 

the Protected Material; (c) inform the person or persons to whom unauthorized 

disclosures were made of all the terms of this Order; and (d) request such person or 

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persons to execute the “Acknowledgment and Agreement to Be Bound” that is attached 

hereto as Exhibit A. 

 10. FILING PROTECTED MATERIAL: Without written permission from the 

Designating Party or 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 Civil Local 

Rule 79-5. 

11. FINAL DISPOSITION: Unless otherwise ordered or agreed in writing by 

the Producing Party, within sixty days after the final termination of the action, each 

Receiving Party must return all Protected Material to the Producing Party. As used in 

this subdivision, “all Protected Material” includes all copies, abstracts, compilations, 

summaries or any other form of reproducing or capturing any of the Protected Material. 

With permission in writing from the Designating Party, the Receiving Party may destroy 

some or all of the Protected Material instead of returning it. Whether the Protected 

Material is returned or destroyed, the Receiving Party must submit a written certification 

to the Producing Party (and, if not the same person or entity, to the Designating Party) 

by the sixty day deadline that identifies (by category, where appropriate) all the Protected 

Material that was returned or destroyed and that affirms that the Receiving Party has not 

retained any copies, abstracts, compilations, summaries or other forms of reproducing or 

capturing any of the Protected Material. Notwithstanding this provision, Counsel are 

entitled to retain an archival copy of all pleadings, motion papers, transcripts, legal 

memoranda, correspondence or attorney work product, even if such material 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), 

above. 

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 

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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. 

 IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 

 LAW OFFICE OF BALÁM O. LETONA, INC. 

Dated: August 22, 2007 By: /S/ Balám O. Letona 

 Balám O. Letona, Esq. 

 Attorney for Plaintiff 

 REED SMITH LLP

Dated: August 21, 2007 By: /S/ Jordan Yu 

 Jordan Yu, Esq. 

 Attorney for Defendant 

PURSUANT TO STIPULATION, IT IS SO ORDERED. 

DATED: _______________ _______________________________________ 

 United States District Judge Ronald M. Whyte 

August 23, 2007

xxxxxxxxxxxxxxxxxxxxxxxxxxxx

Magistate Judge Richard Seeborg

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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 understanding the Stipulated Protective Order that was issued by the 

United States District Court for the Northern District of California on _______[date] in the case 

of Kimberly Ortega v. M.R.S. Associates, Inc.,, United States District Court, Northern District 

of California, San Jose Division, Case No. 07-00898RMW. 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 

Northern 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 

relate to enforcement of this Stipulated Protective Order. 

Date:_______________________________ 

City and State where sworn and signed:_______________________ 

Printed Name:___________________________________________ 

 [printed name] 

Signature:_______________________________________________ 

 [signature] 

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