Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_14-cv-05678/USCOURTS-cand-3_14-cv-05678-12/pdf.json

Nature of Suit Code: 890
Nature of Suit: Other Statutory Actions
Cause of Action: 47:227 Telephone Consumer Protection Act

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[PROPOSED] STIPULATED ORDER RE: DISCOVERY OF ELECTRONICALLY STORED

INFORMATION FOR STANDARD LITIGATION

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Hassan A. Zavareei (SBN 181547)

hzavareei@tzlegal.com

Andrea R. Gold (admitted pro hac vice)

agold@tzlegal.com

Andrew J. Silver (admitted pro hac vice)

asilver@tzlegal.com

TYCKO & ZAVAREEI LLP

1828 L Street, N.W., Suite 1000

Washington, DC 20036

Tel.: (202) 973-0900

Fax: (202) 973-0950

Kristen Law Sagafi (SBN 222249)

ksagafi@tzlegal.com

TYCKO & ZAVAREEI LLP

483 Ninth Street, Suite 200

Oakland, CA 94607

Tel.: (510) 907-7255

Fax: (202) 973-0950

Attorneys for Plaintiffs James Lathrop,

Julie McKinney, Jonathan Grindell,

Sandeep Pal, Jennifer Reilly,

and Justin Bartolet

James G. Snell

jsnell@perkinscoie.com

PERKINS COIE LLP

3150 Porter Drive

Palo Alto, CA 94304-1212

Telephone: (650) 838-4367

Facsimile: (650) 838-4350

Debra R. Bernard, ARDC No. 6191217

DBernard@perkinscoie.com

PERKINS COIE LLP

131 South Dearborn, Suite 1700

Chicago, Illinois 60603

Telephone: (312) 324-8559

Attorneys for Defendant Uber Technologies, Inc.

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[PROPOSED] STIPULATED ORDER RE: DISCOVERY OF ELECTRONICALLY STORED

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IN THE UNITED STATES DISTRICT COURT

FOR THE NORTHERN DISTRICT OF CALIFORNIA

PLAINTIFFS JAMES LATHROP, JULIE

MCKINNEY, JONATHAN GRINDELL,

SANDEEP PAL, JENNIFER REILLY, and

JUSTIN BARTOLET on behalf of themselves

and all others similarly situated,

Plaintiffs,

v.

UBER TECHNOLOGIES, INC.

Defendant.

Civil Action No. 14-cv-05678-JST

[PROPOSED] STIPULATED ORDER

RE: DISCOVERY OF

ELECTRONICALLY STORED

INFORMATION FOR STANDARD

LITIGATION

The Honorable Jon S. Tigar

1. PURPOSE

This Order will govern discovery of electronically stored information (“ESI”) in this 

case as a supplement to the Federal Rules of Civil Procedure, this Court’s Guidelines for the 

Discovery of Electronically Stored Information, and any other applicable orders and rules. 

2. COOPERATION

The parties are aware of the importance the Court places on cooperation and will 

cooperate in good faith throughout the matter consistent with this Court’s Guidelines for the 

Discovery of ESI.

3. LIAISON

The parties shall identify liaisons to each other who are and will be knowledgeable 

about and responsible for discussing their respective ESI. 

Plaintiffs’ liaison is Sydney Teng, Tycko & Zavareei LLP, 1828 L Street NW, Suite 

1000, Washington, DC 20036.

Defendant’s liaison is Jesse Murray, Uber Technologies, Inc., 1455 Market Street, San 

Francisco, CA 94103.

Each e-discovery liaison will be, or have access to those who are, knowledgeable about 

the technical aspects of e-discovery, including the location, nature, accessibility, format, 

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[PROPOSED] STIPULATED ORDER RE: DISCOVERY OF ELECTRONICALLY STORED

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collection, search methodologies, and production of ESI in this matter. The parties will rely on 

the liaisons, as needed, to confer about ESI and to help resolve disputes without court 

intervention.

4. PRESERVATION

The preservation of potentially relevant ESI is reasonable and proportionate. To reduce 

the costs and burdens of preservation and to ensure proper ESI is preserved, the parties agree 

that: 

a) Only ESI created or received between December 31, 2010 and final judgment in 

this matter will be preserved;

b) The following types of ESI should be preserved and the custodians, or general job 

titles or descriptions of custodians, for whom they believe ESI should be preserved, 

e.g., “HR head,” “scientist,” and “marketing manager”:

Custodians of Defendant: Michael Kadin, Engineering Manager; Caleb Mingle, 

Senior Software Engineer; Charles-Axel Dein, Engineering Manager; Ying Zhang, 

Senior Software Engineer; and Frederique Dame, Tech Services Manager (“Uber’s 

designated custodians”).

Custodians of Plaintiffs: Plaintiffs James Lathrop, Julie McKinney, Jonathan 

Grindell, Sandeep Pal, Jennifer Reilly, and Justin Bartolet (“Plaintiffs’ designated 

custodians”).

The parties agree to add or remove custodians as reasonably necessary.

Sources for Uber:

Sources for each Custodian: all document management systems, computer 

archives, backup tapes or disks, hard drives, and/or electronic mail, or instant 

messaging.

Sources not attributable to a Custodian: servers, electronic document 

repositories, or any other electronic file storage media, relevant shared network 

folders or repositories which Uber identifies following a reasonable and diligent 

investigation as likely to contain responsive ESI. 

Sources for Plaintiffs:

Sources for each Custodian: all document management systems, computer 

archives, backup tapes or disks, PDAs, smart phones, personal computers, hard 

drives, and/or electronic mail, instant messaging, or text messaging accounts.

c) The parties have agreed on the number of custodians per party for whom ESI will 

be preserved as set forth in paragraph (b) above;

d) These data sources are not reasonably accessible because of undue burden or cost 

pursuant to Fed. R. Civ. P. 26(b)(2)(B) and ESI from these sources will be 

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preserved but not searched, reviewed, or produced: none known at this time; 

e) The following sources need not be preserved: backup media created before 

December 31, 2010, digital voicemail, instant messaging, automatically saved 

versions of documents;

f) In addition to the agreements above, the parties agree that data from these sources 

(a) could contain relevant information but (b) under the proportionality factors, 

should not be preserved: none known at this time;

g) Nothing herein is intended to or does waive any objections based on burden or 

proportionality that the parties may have with respect to documents or information 

sought by specific requests.

5. SEARCH

The parties agree that in responding to an initial Fed. R. Civ. P. 34 request, or earlier if 

appropriate, the parties will meet and confer about methods to search ESI in order to identify 

ESI that is subject to production in discovery and filter out ESI that is not subject to discovery. 

The parties have met and conferred in response to the Fed. R. Civ. P. 34 requests propounded 

to date in this case. The parties have agreed on a list of search terms provided by counsel for 

Plaintiffs and attached to this Agreement as Exhibit A. Defendant shall run the list of search 

terms against the Sources for each Uber designated custodian identified above in paragraph 

4(b), as well as the Sources not attributable to an Uber designated custodian which Uber 

identifies following a reasonable and diligent investigation as likely to contain responsive ESI.

6. PRODUCTION FORMATS

The parties agree to produce documents in ☒ PDF, ☒TIFF, ☒native and/or ☐paper or 

a combination thereof (check all that apply)] file formats. If particular documents warrant a 

different format, the parties shall cooperate to arrange for the mutually acceptable production 

of such documents. The parties shall not degrade the searchability of documents as part of the 

document production process.

7. PHASING

The parties have propounded discovery requests pursuant to Fed. R. Civ. P. 34. The 

parties agree to phase the production of ESI. The initial production will be from the following 

sources and custodians:

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Custodians of Defendant: Michael Kadin, Engineering Manager; Caleb Mingle, 

Senior Software Engineer; Charles-Axel Dein, Engineering Manager; Ying Zhang, 

Senior Software Engineer; and Frederique Dame, Tech Services Manager.

Custodians of Plaintiffs: Plaintiffs James Lathrop, Julie McKinney, Jonathan 

Grindell, Sandeep Pal, Jennifer Reilly, and Justin Bartolet.

The parties agree to add or remove custodians as reasonably necessary.

Sources for Uber:

Sources for each Custodian: all document management systems, computer 

archives, backup tapes or disks, hard drives, and/or electronic mail, or instant 

messaging accounts.

Sources not attributable to a Custodian: servers, electronic document 

repositories, or any other electronic file storage media, relevant shared network 

folders or repositories which Uber identifies following a reasonable and diligent 

investigation as likely to contain responsive ESI. 

Sources for Plaintiffs:

Sources for each Custodian: all document management systems, computer 

archives, backup tapes or disks, PDAs, smart phones, personal computers, hard 

drives, and/or electronic mail, instant messaging, or text messaging accounts.

8. DOCUMENTS PROTECTED FROM DISCOVERY

a) Pursuant to Fed. R. Evid. 502(d), the production of a privileged or work-productprotected document, whether inadvertent or otherwise, is not a waiver of privilege 

or protection from discovery in this case or in any other federal or state proceeding. 

For example, the mere production of privileged or work-product-protected 

documents in this case as part of a mass production is not itself a waiver in this case 

or in any other federal or state proceeding.

b) Communications involving trial counsel and in-house counsel managing this 

litigation that post-date the filing of the complaint need not be placed on a privilege 

log. Communications may be identified on a privilege log by category, rather than 

individually, if appropriate. 

9. MODIFICATION

This Stipulated Order may be modified by a Stipulated Order of the parties or by the 

Court for good cause shown.

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[PROPOSED] STIPULATED ORDER RE: DISCOVERY OF ELECTRONICALLY STORED

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IT IS SO STIPULATED, through Counsel of Record.

Dated: December 18, 2015 /s/ Hassan A. Zavareei

Counsel for Plaintiffs

Dated: December 18, 2015 /s/ Debra Bernard 

Counsel for Defendant

IT IS ORDERED that the forgoing Agreement is approved.

Dated:

UNITED STATES DISTRICT JUDGE

December 22, 2015

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

IT IS SO ORDERED

 Judge Jon S. Tigar 

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