Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_16-cv-04903/USCOURTS-cand-3_16-cv-04903-3/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29:1132 E.R.I.S.A.: Employee Benefits

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[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

R. Bradford Huss (SBN 71303) 

Angel L. Garrett, SBN. 255682 

Dylan D. Rudolph (SBN 278707) 

TRUCKER  HUSS 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

Telephone: (415) 788-3111 

Facsimile: (415) 421-2017 

E-mail: bhuss@truckerhuss.com 

 agarrett@truckerhuss.com 

drudolph@truckerhuss.com 

Joseph C. Faucher (SBN 137353) 

TRUCKER  HUSS 

A Professional Corporation 

633 W. 5th Street, 26th Floor 

Los Angeles, California 90071 

Telephone: (213) 537-1016 

Facsimile: (213) 537-1020 

E-mail: jfaucher@truckerhuss.com 

 

Attorneys for Defendants 

SAFEWAY INC. AND SAFEWAY 

BENEFIT PLANS COMMITTEE 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

DENNIS M. LORENZ, Individually and On

Behalf of All Others Similarly Situated, 

 Plaintiff, 

 vs. 

SAFEWAY, INC.; SAFEWAY BENEFIT 

PLANS COMMITTEE; GREAT-WEST 

FINANCIAL RPS LLC; and DOES 1 through 

50, inclusive, 

 Defendants. 

Case No.: 3:16-cv-04903-JST 

[PROPOSED] STIPULATED 

PROTECTIVE ORDER 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 1 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 1

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

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, 

Plaintiff Dennis M. Lorenz, individually and on behalf the Safeway 401(k) Plan (“Plaintiff”) and 

Defendants Safeway Inc. and Safeway Benefit Plans Committee (collectively, “Defendants”) 

(Defendants and Plaintiff are collectively referred to as 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 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 Stipulated 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 Challenging Party: a Party or Non-Party that challenges the designation of 

information or items under this Order. 

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

generated, stored or maintained) or tangible things that qualify for protection under Federal Rule of 

Civil Procedure 26(c). “CONFIDENTIAL - ATTORNEYS’ EYES ONLY” refers to items that are 

not to be reviewed by any person other than an attorney, or an employee of an attorney, of one of the 

parties. 

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

as their support staff). 

2.4 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 “CONFIDENTIAL - 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 2 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 2

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

ATTORNEYS’ EYES ONLY.” 

2.5 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. 

2.6 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. 

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

does not include Outside Counsel of Record or any other outside counsel. 

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

entity not named as a Party to this action. 

2.9 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. 

2.10 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). 

2.11 Producing Party: a Party or Non-Party that produces Disclosure or Discovery Material 

in this action. 

2.12 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. 

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

“CONFIDENTIAL” or “CONFIDENTIAL - ATTORNEYS’ EYES ONLY.” 

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

Producing Party. 

/// 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 3 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 3

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

3. SCOPE 

The protections conferred by this Stipulation and 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 the Parties or their Counsel that might reveal Protected Material. 

However, the protections conferred by this Stipulation and Order do not cover the following 

information: (a) 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 Order, including becoming part of the public record 

through trial or otherwise; and (b) any information 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 

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, re-hearings, 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 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, 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 4 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 4

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 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

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 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 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 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 (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 “CONFIDENTIAL - 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 “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 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 5 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 5

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

Producing Party must affix the “CONFIDENTIAL” or “CONFIDENTIAL - 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. 

Any Party may also designate information disclosed at or during such depositions as 

“CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” by notifying all of the 

Parties in writing, within thirty (30) days of receipt of the transcript, of the specific pages and lines 

of the transcript that should be treated as “CONFIDENTIAL” or “CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” thereafter. Each Party shall attach a copy of such written notice or 

notices to the face of the transcript and each copy in that Party’s possession, custody or control. 

All deposition transcripts shall be treated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 

for a period of thirty (30) days after the receipt of the transcript. 

(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 

“CONFIDENTIAL - ATTORNEYS EYES ONLY.” If only a portion or portions of the information 

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

portion(s). 

(d) for information, including documents, requested from a Non-Party pursuant to 

subpoena or at deposition, the Non-Party shall be provided with a copy of this Protective Order 

along with the Subpoena, or as soon thereafter as possible. 

Any Party may also designate documents produced by Non-Parties pursuant to Subpoena or 

otherwise as “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” by 

notifying all of the Parties in writing, within thirty (30) days of receipt of the documents, of the 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 6 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 6

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

specific information or documents that should be treated as “CONFIDENTIAL” or 

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” thereafter. Each party shall so mark, to the 

extent possible, the documents as “CONFIDENTIAL” or “CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” and treat them in accordance with the provisions of this Order. All documents 

produced by Non-Parties pursuant to a subpoena or at a deposition shall be treated as “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY” for a period of thirty (30) days after the receipt 

of the document or information or for thirty (30) days after the documents or information is provided 

to all Parties, whichever is later. The Party who served the subpoena shall mark all documents 

produced by Non-Parties pursuant to subpoenas as “CONFIDENTIAL” or “CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” before circulating such documents to other Parties. 

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 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 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 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 7 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 7

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

begin the process by conferring 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. 

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 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 8 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 8

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 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

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 Order. When the litigation has 

been terminated, a Receiving Party must comply with the provisions of section 13 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” or “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 

“CONFIDENTIAL” or “CONFIDENTIAL - ATTORNEYS’ EYES ONLY” only to: 

(a) 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; 

(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 

“Acknowledgment and Agreement to Be Bound” (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 “Acknowledgment and Agreement to Be 

Bound” (Exhibit A); 

(d) the court and its personnel; 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 9 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 9

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 Huss 

A Professional Corporation 

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San Francisco, California 94111 

(e) 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); 

(f) 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 

Stipulated Protective Order. 

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

person who otherwise possessed or knew the information. 

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 

“CONFIDENTIAL - 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 Stipulated 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 

“CONFIDENTIAL - 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 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 10 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 10

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San Francisco, California 94111 

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 Order are applicable to information produced by a Non-Party in this 

action and designated as “CONFIDENTIAL” or “CONFIDENTIAL - ATTORNEYS EYES ONLY.” 

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

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

prohibiting a Non-Party from seeking additional protections. 

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

(1) 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; 

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

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

requested; and 

(3) 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 NonParty’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. 

/// 

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 11 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 11

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 Huss 

A Professional Corporation 

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San Francisco, California 94111 

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 Stipulated 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 

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

Bound” that is attached hereto as Exhibit A. 

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 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 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. 

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

Case 3:16-cv-04903-JST Document 64 Filed 03/27/17 Page 12 of 14
[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 12

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

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. 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 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 Paragraph 4, each 

Receiving Party must return all Protected Material to the Producing Party or destroy such material. 

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 Protected Material remain subject to this Protective Order as set 

forth in Section 4 (DURATION). 

/// 

/// 

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[PROPOSED] STIPULATED PROTECTIVE ORDER; Case No. 3:16-cv-04903-JST 13

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Trucker 

 Huss 

A Professional Corporation 

One Embarcadero Center, 12th Floor 

San Francisco, California 94111 

IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 

DATED: March 22, 2017 TRUCKER  HUSS 

/s/ R. Bradford Huss 

R. Bradford Huss 

Attorneys for Defendants 

SAFEWAY INC. AND SAFEWAY BENEFITS 

PLANS COMMITTEE 

DATED: March 22, 2017 SCHNEIDER WALLACE COTTRELL 

KONECKY WOTKYNS LLP 

/s/ Jason H. Kim 

Jason H. Kim 

Attorneys for Plaintiff 

DENNIS M. LORENZ, Individually and On 

Behalf of All Others Similarly Situated

I attest that my firm has obtained Jason Kim’s concurrence in the filing of this document. 

DATED: March 22, 2017 TRUCKER  HUSS 

/s/ R. Bradford Huss 

R. Bradford Huss 

Attorneys for Defendants 

SAFEWAY INC. AND SAFEWAY BENEFITSS

PLANS COMMITTEE 

PURSUANT TO STIPULATION, IT IS SO ORDERED. 

DATED: March , 2017 

 Honorable Jon S. Tigar 

 United States District Court Judge 

165469.v1 

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