Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-5_15-cv-01913/USCOURTS-cand-5_15-cv-01913-0/pdf.json

Nature of Suit Code: 442
Nature of Suit: Civil Rights Employment
Cause of Action: 42:2000e Job Discrimination (Employment)

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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

NANCY L. ABELL (SB# 088785) 

nancyabell@paulhastings.com 

HEATHER A. MORGAN (SB# 177425) 

heathermorgan@paulhastings.com 

VALERIE M. MAREK (SB# 301540) 

valeriemarek@paulhastings.com 

PAUL HASTINGS LLP 

515 South Flower Street 

Twenty-Fifth Floor 

Los Angeles, CA 90071-2228 

Telephone: 1(213) 683-6000 

Facsimile: 1(213) 627-0705 

Attorneys for Defendants 

FARMERS GROUP, INC., FARMERS INSURANCE 

EXCHANGE, and FARMERS INSURANCE 

COMPANY, INC. 

[Plaintiffs’ Counsel are listed on next page.] 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

SAN JOSE DIVISION 

LYNNE COATES, on behalf of herself and 

all others similarly situated and aggrieved, 

Plaintiff, 

vs. 

FARMERS GROUP, INC., FARMERS 

INSURANCE EXCHANGE, and 

FARMERS INSURANCE COMPANY, 

INC., 

Defendants. 

CASE NO. 5:15-CV-01913-LHK

STIPULATED CONFIDENTIALITY 

AGREEMENT AND AGREED 

[PROPOSED] PROTECTIVE ORDER 

Case Filed: April 29, 2015 

Judge: Honorable Lucy H. Koh 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 1 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

LORI J. COSTANZO (SBN #142633)

GABRIELLE KORTE (SBN #209312) 

COSTANZO LAW FIRM 

111 North Market Street, #910 

San Jose, CA 95113 

Telephone: 1(408) 993-8493 

Facsimile: 1(408) 993-8496 

Email: lori@costanzo-law.com

gabrielle@costanzo-law.com

LORI E. ANDRUS (SBN #205816) 

ANDRUS ANDERSON LLP 

155 Montgomery Street, Suite 900 

San Francisco, CA 94104 

Telephone: 1(415) 986-1400 

Facsimile: 1(415)986-1474 

Email: lori@andrusanderson.com 

Attorneys for Plaintiff, the Proposed Classes, 

and the Aggrieved Employees

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 2 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] 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 may be warranted. 

Accordingly, the parties hereby stipulate to and petition the Court to enter the following 

Stipulated Confidentiality Agreement and Agreed [Proposed] Protective Order (hereinafter 

“Protective Order”). The parties acknowledge that this Protective Order does not confer blanket 

protections on all disclosures or responses to discovery and that the protection it affords from 

public disclosure and use extends only to the limited information or items that are entitled to 

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

set forth in Section 12.3, below, that this Protective Order does not entitle them to file 

confidential information under seal; Civil Local Rule 79-5 sets forth the procedures that must be 

followed and the standards that will be applied when a party seeks permission from the court to 

file material under seal. 

2. DEFINITIONS 

2.1 “ATTORNEYS EYES ONLY” Information or Items: information (regardless of 

how it is generated, stored or maintained) or tangible things produced by any party or its 

consultants or experts which contains: (a) employee medical/psychological information; (b) 

employee contact information; (c) HRIS and compensation data; and (d) the contents of employee 

evaluations. 

2.2 Challenging Party: a Party or Non-Party that challenges the designation of 

information or items under this Protective Order. 

2.3 “CONFIDENTIAL” Information or Items: information (regardless of how it is 

generated, stored or maintained) or tangible things produced by any party or its consultants or 

experts which contain trade secrets, private personnel information and/or information that 

Defendants use or may use in the process of selecting employees for a position (or that may give 

the viewer a competitive advantage in any selection process). The term “trade secrets” as used 

herein means information that derives economic value, actual or potential, from not being 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 3 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

generally known to other persons who can obtain competitive advantage or economic value from 

its disclosure or use. “Trade secrets” also means sensitive financial information integral to the 

business operations of a party for which the party has a compelling interest in avoiding 

disclosure. Examples of the types of information that may be designated “CONFIDENTIAL” 

include, without limitation, any of the following: 

(a) Trade secrets or other proprietary information of a party; 

(b) Confidential and/or private personnel information or records of persons not a 

party to this action; 

(c) Documents prepared in conjunction with any aspect of job analysis, 

compensation, promotion, job assignments and performance evaluations for individual current 

and former attorney-employees; 

(d) Marketing, financial and business plans of a party that is not otherwise publicly 

available; and 

(e) Information regarding third-party insureds. 

2.4 Counsel (without qualifier): Outside Counsel of Record and House Counsel (as 

well as their support staff). 

2.5 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 ATTORNEYS’ 

EYES ONLY. 

2.6 Disclosure or Discovery Material: all items or information, regardless of the 

medium or manner in which it is generated, stored, or maintained (including, among other things, 

testimony, transcripts, and tangible things), that are produced or generated in disclosures or 

responses to discovery in this matter. 

2.7 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. 

2.8 House Counsel: attorneys who are employees of a party to this action. House 

Counsel does not include Plaintiffs, current or future opt-in Plaintiffs, members of any putative or 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 4 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

certified class in this action, Outside Counsel of Record or any other outside counsel. 

2.9 Non-Party: any natural person, partnership, corporation, association, or other legal 

entity not named as a Party to this action. 

2.10 Outside Counsel of Record: attorneys who are not employees of a party to this 

action but are retained to represent or advise a party to this action and have appeared in this action 

on behalf of that party or are affiliated with a law firm which has appeared on behalf of that party. 

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

consultants, retained experts, and Outside Counsel of Record (and their support staffs). 

2.12 Producing Party: a Party or Non-Party that produces Disclosure or Discovery 

Material in this action. 

2.13 Professional Vendors: persons or entities that provide litigation support services 

(e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, and 

organizing, storing, or retrieving data in any form or medium) and their employees and 

subcontractors. 

2.14 Protected Material: any Disclosure or Discovery Material that is designated as 

CONFIDENTIAL. 

2.15 Receiving Party: a Party that receives Disclosure or Discovery Material from a 

Producing Party. 

3. SCOPE 

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

Protected Material (as defined above), but also (1) any information copied or extracted from 

Protected Material; (2) all copies, excerpts, summaries, or compilations of Protected Material; and 

(3) any testimony, conversations, or presentations by Parties or their Counsel that might reveal 

Protected Material. However, the protections conferred by this Stipulation and Protective Order 

do not cover the following information: (i) any information that is in the public domain at the 

time of disclosure to a Receiving Party or becomes part of the public domain after its disclosure 

to a Receiving Party as a result of publication not involving a violation of this Protective Order, 

including becoming part of the public record through trial or otherwise; and (ii) any information 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 5 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

known to the Receiving Party prior to the disclosure or obtained by the Receiving Party after the 

disclosure from a source who obtained the information lawfully and under no obligation of 

confidentiality to the Designating Party. Any use of Protected Material at trial shall be governed 

by a separate agreement or order. 

4. DURATION 

Even after final disposition of this litigation, the confidentiality obligations imposed by 

this Protective Order shall remain in effect until a Designating Party agrees otherwise in writing 

or a court order otherwise directs. Final disposition shall be deemed to be the later of (1) 

dismissal of all claims and defenses in this action, with or without prejudice; and (2) final 

judgment herein after the completion and exhaustion of all appeals, rehearings, remands, trials, or 

reviews of this action, including the time limits for filing any motions or applications for 

extension of time pursuant to applicable law. 

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 Protective Order must 

take care to limit any such designation to specific material that qualifies under the appropriate 

standards. The Designating Party must designate for protection only those parts of material, 

documents, items, or oral or written communications that 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 Protective 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 Designating Party’s attention that information or items that it designated for 

protection do not qualify for protection, that Designating Party must promptly notify all other 

Parties that it is withdrawing the mistaken designation. 

5.2 Manner and Timing of Designations. Except as otherwise provided in this 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 6 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

Protective Order (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated 

or ordered, Disclosure or Discovery Material that qualifies for protection under this Protective 

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

Designation in conformity with this Protective Order requires: 

(a) for information in documentary form (e.g., paper or electronic documents, but 

excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing 

Party affix the legend “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” to 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). 

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 CONFIDENTIAL or 

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 Protective Order. Then, before producing the specified 

documents, the Producing Party must affix the “CONFIDENTIAL” or “ATTORNEYS’ EYES 

ONLY” legend to 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). 

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

the Designating Party identify on the record, before the close of the deposition, hearing, or other 

proceeding, all protected 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 “ATTORNEYS’ EYES ONLY.” If only a portion or portions of the information or item 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 7 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

warrant protection, the Producing Party, to the extent practicable, shall identify the protected 

portion(s). 

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

designate qualified information or items does not, standing alone, waive the Designating Party’s 

right to secure protection under this Protective Order for such material. Upon timely correction 

of a designation, the Receiving Party must make reasonable efforts to assure that the material is 

treated in accordance with the provisions of this Protective Order. 

6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 

6.1 Timing of Challenges. Any Party or Non-Party may challenge a designation of 

confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 

designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 

burdens, or a significant disruption or delay of 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 is disclosed. 

6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution 

process by providing written notice of each designation it is challenging and describing the basis 

for each challenge. To avoid ambiguity as to whether a challenge has been made, the written 

notice must recite that the challenge to confidentiality is being made in accordance with this 

specific paragraph of the Protective Order. The parties shall attempt to resolve each challenge in 

good faith and must meet and confer directly (in voice to voice dialogue; other forms of 

communication are not sufficient) within 14 days of the date of service of notice. 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 or establishes that the 

Designating Party is unwilling to participate in the meet and confer process in a timely manner. 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 8 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

6.3 Judicial Intervention. If the Parties cannot resolve a challenge without Court 

intervention, the Designating Party shall file and serve a motion to retain confidentiality under 

Civil Local Rule 7 (and in compliance with Civil Local Rule 79-5, if applicable) within 21 days 

of the initial notice of challenge or within 14 days of the parties agreeing that the meet and confer 

process will not resolve their dispute, whichever is earlier. Each such motion must be 

accompanied by a competent declaration affirming that the movant has complied with the meet 

and confer requirements imposed in the preceding paragraph. Failure by the Designating Party to 

make such a motion including the required declaration within 21 days (or 14 days, if applicable) 

shall automatically waive the confidentiality designation for each challenged designation. In 

addition, the Challenging Party may file a motion challenging a confidentiality designation at any 

time if there is good cause for doing so, including a challenge to the designation of a deposition 

transcript or any portions thereof. Any motion brought pursuant to this provision must be 

accompanied by a competent declaration affirming that the movant has complied with the meet 

and confer requirements imposed by the preceding paragraph. 

The burden of persuasion in any such challenge proceeding shall be on the Designating 

Party. Frivolous challenges, and those made for an improper purpose (e.g., to harass or impose 

unnecessary expenses and burdens on other parties) may expose the Challenging Party to 

sanctions. Unless the Designating Party has waived the confidentiality designation by failing to 

file a motion to retain confidentiality as described above, 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 until the court rules on the challenge. 

7. ACCESS TO AND USE OF PROTECTED MATERIAL 

7.1 Basic Principles. A Receiving Party may use Protected 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 and under the conditions described in this Protective Order. When 

the litigation has been terminated, a Receiving Party must comply with the provisions of Section 

13 (FINAL DISPOSITION). 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 9 of 18
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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

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 

Protective 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) Plaintiffs, including any opt-in plaintiffs; 

(b) the Receiving Party’s Outside Counsel of Record in this action, as well as 

employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 

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

Bound” that is attached hereto as Exhibit A; 

(c) 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 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 

(d) Experts (as defined in this Protective Order) of the Receiving Party to whom 

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

and Agreement to Be Bound” (Exhibit A); 

(e) the court and its personnel; 

(f) court reporters and their staff, professional jury or trial consultants, mock 

jurors, and Professional Vendors to whom disclosure is reasonably necessary for this litigation 

and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 

(g) during their depositions, witnesses in the action to whom disclosure is 

reasonably necessary and who have signed the “Acknowledgment and Agreement to Be Bound” 

(Exhibit A), unless otherwise agreed by the Designating Party or ordered by the Court. 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 Protective Order. If designation of ATTORNEYS’ EYES ONLY information is made, 

those portions of said depositions involving such ATTORNEYS’ EYES ONLY information will 

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STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

be taken with no one present except (i) those persons who are authorized to have access to such 

ATTORNEYS’ EYES ONLY information in accordance with this Protective Order, (ii) counsel 

for the parties and any in-house counsel for Defendants, (iii) the reporter and videographer, if 

any, and (iv) the deponent and deponent’s counsel, if the deponent has separate legal counsel. 

(h) the author or recipient of a document containing the information or a custodian 

or other person who otherwise possessed or knew the information. 

7.3 Disclosure of information designated as ATTORNEYS’ EYES ONLY. Disclosure 

of information designated as ATTORNEYS’ EYES ONLY, including summaries thereof, shall be 

limited to the following: 

(a) The Court and its personnel; 

(b) the parties’ Outside Counsel of Record; 

(c) Defendants’ House Counsel or otherwise specifically identified counsel for 

Defendants, and associate or contract attorneys and paralegal and clerical employees assisting any 

of these counsel; 

(d) Defendants and their officers, directors, managers and human resources staff, 

but only to the extent to which disclosure to them is reasonably necessary to evaluate and defend 

against the claims in this case; 

(e) and to the following persons, who have signed the “Acknowledgment and 

Agreement to Be Bound” (Exhibit A): 

(i) court reporters and videographers of sworn proceedings in which the 

ATTORNEYS’ EYES ONLY information is raised; 

(ii) services retained by counsel to photocopy, image or tabulate information 

from documents or evidence or to prepare charts, summaries, timelines, 

illustrations, or other demonstrative materials to be used in the litigation; 

(iii) experts or consultants (not including Competitors) retained by the parties; 

and 

(iv) deponents as set forth in Section 7.2(f) above. 

a. If it becomes necessary for counsel for a party or parties receiving ATTORNEYS’ 

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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

EYES ONLY information to disclose it to some other person(s) (other than as set forth in 

subsection (a)-(e) immediately above), in order to properly prepare this litigation for trial, or for 

other court proceedings or filings in this litigation, or to evaluate the facts, claims, and defenses 

for purposes of discussing settlement of this litigation, the following procedures shall be 

employed: 

(i) Counsel for the Receiving Party or Parties shall notify, in writing by 

overnight delivery or e-mail or fax, counsel for the Producing Party of the ATTORNEYS’ 

EYES ONLY information of their desire to disclose such information and shall identify 

the persons(s) to whom they intend to make disclosure and the general purpose of the 

disclosure. 

(ii) If no objection to such disclosure is made by counsel for the producing 

party within five (5) business days of receipt of such notification, counsel for the 

Receiving Party or Parties shall be free to make such disclosure to the designated 

person(s); provided, however, that counsel for the Receiving Party or Parties shall serve 

upon counsel for the Producing Party, prior to disclosure, an executed “Acknowledgment 

and Agreement to Be Bound” (Exhibit A), whereby such person agrees to comply with 

and be bound by this Protective Order. 

(iii) If the Producing Party objects to such disclosure, the party wishing to make 

such disclosure may bring before the Court the question of whether the particular 

ATTORNEYS’ EYES ONLY information can be disclosed to the designated person(s) 

without waiting for the producing party to do so. 

b. Whenever any party brings before the Court the question of whether particular 

ATTORNEYS’ EYES ONLY information can be disclosed to designated person(s) the party 

objecting to such disclosure shall have the burden of establishing before the Court the necessity 

for preventing such disclosure. Notwithstanding any other provision of this paragraph 7.3, it is 

understood that material designated ATTORNEYS’ EYES ONLY will not be shown, shared or 

transmitted in any fashion to any party plaintiff or putative class member (or, should a class be 

certified, any class member) without the express agreement of Defendants’ counsel, which 

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Case No. 5:15-CV-01913-LHK 

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AND AGREED [PROPOSED] PROTECTIVE ORDER

agreement will not unreasonably be denied, or by order of the Court. 

8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER 

LITIGATION 

If a Party is served with a subpoena or a court order issued in other litigation that compels 

disclosure of any information or items designated in this action as CONFIDENTIAL or 

ATTORNEYS’ EYES ONLY that Party must: 

(a) promptly notify in writing the Designating Party. Such notification shall 

include a copy of the subpoena or court order; 

(b) promptly notify in writing the party who caused the subpoena or order to issue 

in the other litigation that some or all of the material covered by the subpoena or order is subject 

to this Protective Order. Such notification shall include a copy of this Protective Order; and 

(c) cooperate with respect to all reasonable procedures sought to be pursued by the 

Designating Party whose Protected Material may be affected. 

If the Designating Party timely seeks a protective order, the Party served with the 

subpoena or court order shall not produce any information designated in this action as 

CONFIDENTIAL or ATTORNEYS’ EYES ONLY before a determination by the court from 

which the subpoena or order issued, unless the Party has obtained the Designating Party’s 

permission. The Designating Party shall bear the burden and expense 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. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN THIS 

LITIGATION 

(a) The terms of this Protective Order are applicable to information produced by a 

Non-Party in this action and designated as CONFIDENTIAL or ATTORNEYS’ EYES ONLY. 

Such information produced by Non-Parties in connection with this litigation is protected by the 

remedies and relief provided by this Protective Order. Nothing in these provisions should be 

construed as prohibiting a Non-Party from seeking additional protections. 

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STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

(b) In the event that a Party is required, by a valid discovery request, to produce a 

Non-Party’s confidential information in its possession, and the Party is subject to an agreement 

with the Non-Party not to produce the Non-Party’s confidential information, then the Party shall: 

(i) promptly notify in writing the Requesting Party and the Non-Party that 

some or all of the information requested is subject to a confidentiality agreement with a 

Non-Party; 

(ii) promptly provide the Non-Party with a copy of the Protective Order in this 

litigation, the relevant discovery request(s), and a reasonably specific description of the 

information requested; and 

(iii) make the information requested available for inspection by the Non-Party. 

(c) If the Non-Party fails to object or seek a protective order from this Court 

within 14 days of receiving the notice and accompanying information, the Receiving Party may 

produce the Non-Party’s confidential information responsive to the discovery request. If the 

Non-Party timely seeks a protective order, the Receiving Party shall not produce any information 

in its possession or control that is subject to the confidentiality agreement with the Non-Party 

before a determination by the Court. Absent a court order to the contrary, the Non-Party shall 

bear the burden and expense of seeking protection in this Court of its Protected Material. 

10. UNAUTHORIZED DISCLOSURE OF PROTECTED 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 Protective Order, the 

Receiving Party must immediately (a) notify in writing the Designating Party of the unauthorized 

disclosures, (b) use its best efforts to retrieve all unauthorized copies of the Protected Material, 

(c) inform the person or persons to whom unauthorized disclosures were made of all the terms of 

this Protective Order, and (d) request such person or persons to execute the “Acknowledgment 

and Agreement to Be Bound” that is attached hereto as Exhibit A. 

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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED 

MATERIAL 

When a Producing Party gives notice to Receiving Parties that certain inadvertently 

produced material is subject to a claim of privilege or other protection, the obligations of the 

Receiving Parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This 

provision is not intended to modify whatever procedure may be established in an e-discovery 

order that provides for production without prior privilege review. Pursuant to Federal Rule of 

Evidence 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure of a 

communication or information covered by the attorney-client privilege or work product 

protection, the parties may incorporate their agreement in the stipulated protective order 

submitted to the Court. 

12. MISCELLANEOUS 

12.1 Right to Further Relief. Nothing in this Protective 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 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 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. 

12.3 Filing Protected Material. Without written permission from the Designating Party 

or a 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 with the Court 

any document, pleading, or tangible item which contains CONFIDENTIAL or ATTORNEYS’ 

EYES ONLY information must comply with the procedures set forth in Civil Local Rule 79-5. 

Protected Material may only be filed under seal pursuant to a court order authorizing the sealing 

of the specific Protected Material at issue. Pursuant to Civil Local Rule 79-5, a sealing order will 

issue only upon a request establishing that the Protected Material at issue is privileged, 

protectable as a trade secret, or otherwise entitled to protection under the law. If a Receiving 

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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

Party's request to file Protected Material under seal pursuant to Civil Local Rule 79-5(d) is denied 

by the Court, then the Receiving Party may file the information in the public record pursuant to 

Civil Local Rule 79-5(e) unless otherwise instructed by the court. 

13. FINAL DISPOSITION 

Within 60 days after the final disposition of this action, as defined in Section 4 

(DURATION), each Receiving Party must return all CONFIDENTIAL and ATTORNEYS’ 

EYES ONLY information furnished pursuant to this Protective Order, and all copies thereof, to 

the producing attorneys of record, or, at the producing party’s option, destroyed by counsel for 

the receiving party or parties. As used in this subdivision, “all Protected Material” includes all 

copies, abstracts, compilations, summaries, and any other format reproducing or capturing any of 

the Protected Material. 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 60 day deadline that (1) identifies (by category, where 

appropriate) all the Protected Material that was returned or destroyed and (2) affirms that the 

Receiving Party has not retained any copies, abstracts, compilations, summaries or any other 

format reproducing or capturing any of the Protected Material. Notwithstanding this provision, 

Counsel are entitled to retain an archival copy of all pleadings, motion papers, trial, deposition, 

and hearing transcripts, legal memoranda, correspondence, deposition and trial exhibits, expert 

reports, attorney work product, and consultant and expert work product, even if such materials 

contain Protected Material. Any such archival copies that contain or constitute CONFIDENTIAL 

and ATTORNEYS’ EYES ONLY information produced hereunder shall Protected Material 

remain subject to this Protective Order as set forth in Section 4 (DURATION). 

IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 

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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

DATED: August 19, 2015 ANDRUS ANDERSON LLP

COSTANZO LAW FIRM 

By: /s/Lori E. Andrus 

 LORI E. ANDRUS 

Attorneys for Plaintiff, the Proposed Classes, and the 

Aggrieved Employees 

DATED: August 19, 2015 NANCY L. ABELL

PAUL HASTINGS LLP 

By: /s/Nancy L. Abell 

NANCY L. ABELL 

Attorneys for Defendants 

FARMERS GROUP, INC., FARMERS INSURANCE 

EXCHANGE, and FARMERS INSURANCE COMPANY, 

INC. 

PURSUANT TO STIPULATION, IT IS SO ORDERED. 

DATED: ___________________ 

United States District/Magistrate Judge 

 

 

August 25, 2015

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Case No. 5:15-CV-01913-LHK 

STIPULATED CONFIDENTIALITY AGREEMENT 

AND AGREED [PROPOSED] PROTECTIVE ORDER

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 

understand the Protective Order that was issued by the United States District Court for the 

Northern District of California in the case of Coates v. Farmers Group, Inc. et al., N.D. Cal. Case 

No. 5:15-cv-01913. I agree to comply with and to be bound by all the terms of this 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 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 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 related to enforcement of this Protective Order. 

Date: ______________________________________ 

City and State where sworn and signed: _________________________________ 

Printed name: _______________________________ 

Signature: __________________________________ 

Case 5:15-cv-01913-LHK Document 27 Filed 08/25/15 Page 18 of 18