Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_15-cv-02087/USCOURTS-caed-2_15-cv-02087-6/pdf.json

Nature of Suit Code: 380
Nature of Suit: Other Personal Property Damage
Cause of Action: 28:1332 Diversity-Insurance Contract

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54483633.2 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

RICHARD AMOROSO (AZ Bar No. 010756 – Admitted Pro Hac Vice) 

JENNIFER J. AXEL (AZ Bar No. 023883 – Admitted Pro Hac Vice) 

POLSINELLI PC 

CityScape, One E. Washington St., Ste. 1200 

Phoenix, AZ 85004 

Telephone: 602.650.2000 

Email: ramoroso@polsinelli.com

Email: jaxel@polsinelli.com 

ZUZANA S. IKELS (State Bar #208671) 

POLSINELLI PC, POLSINELLI LLP in California 

Three Embarcadero Center, Suite 1350 

San Francisco, CA 94111 

Telephone: 415-248-2100 

Facsimile: 415-248-2101 

Email: zikels@polsinelli.com

Attorneys for Defendant 

REPWEST INSURANCE COMPANY 

IN THE UNITED STATES DISTRICT COURT 

EASTERN DISTRICT OF CALIFORNIA - SACRAMENTO DIVISION 

JOHN DELEON, individually and on behalf of 

all others similarly situated and on behalf of the 

general public, 

 Plaintiffs, 

v. 

ELITE SELF STORAGE MANAGEMENT, 

LLC, a California limited liability company; 

MANDOT, LLC, D/B/A 1ST AMERICAN 

SELF STORAGE, a California limited liability 

company; BUDGET SELF STORAGE, LLC, 

D/B/A TIGER SELF STORAGE, a California 

limited liability company; REPWEST 

INSURANCE COMPANY, an Arizona 

corporation; GREAT AMERICAN 

ASSURANCE COMPANY, an Ohio 

corporation; BRANDON JOSEPH LUTHYE, 

individually and in his official capacity; TINA 

LUTHYE, individually and in her official 

capacity; and DOES 1 through 100, inclusive, 

 Defendants. 

Case No. 2:15-CV-02087-MCE-EFB 

STIPULATED AND [PROPOSED] 

PROTECTIVE ORDER 

[FED. R. CIV. PROC. RULE 26; E.D. LOCAL 

RULES, RULES 141.1, 143 AND 302(C)(2)] 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 1 of 19
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54483633.2 1 2:15-CV-02087-MCE-EFB

STIPULATED AND [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, defending, or settling this litigation may 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 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. 

Local Rule 141 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: any information that a Designating Party in good faith 

believes constitutes or reveals proprietary and/or confidential business information or information that 

is private and personal in nature, the public disclosure of which could cause material harm. 

Confidential information might include, but is not limited to: trade secrets; research, development, or 

commercial information of the Designating Party or of the Designating Party’s clients, customers, 

affiliates, agents or independent contractors; non-public financial information; non-public information 

related to the organization, structure, operations or performance of a Designating Party; non-public 

lists showing clients, customers, affiliates, agents or independent contractors of a Party; other nonpublic information, including that which is related to clients, customers, affiliates, agents or 

independent contractors, that the Designating Party reasonably believes might expose the Designating 

Party to claims or liability if such non-public information is publically disclosed. 

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

well as their support staff). 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 2 of 19
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54483633.2 2 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

2.4 Document: all objects from which information may be derived including, but 

not limited to, writings, letters, notes, memoranda, correspondence, investigation files, reports, emails, 

messages, records, logs, invoices, bills, statements, contracts, agreements, leases, opinions, drawings, 

plans, graphs, charts, photographs, images, audio files or recordings. “Document” also includes 

electronically maintained information, including, but not limited to, electronic or computerized forms 

of any document, data and databases, electronic mail and spreadsheets. 

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 “HIGHLY 

CONFIDENTIAL – 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 who: (1) is not a current officer, director, or employee of a 

Party or of a competitor of a Party or anticipated to become one; (2) has specialized knowledge or 

experience in a matter pertinent to the litigation; and (3) has been retained by a Party or its counsel to 

serve as an expert witness or as a consultant in this action. 

2.8 Highly Confidential – Attorneys’ Eyes Only: any information that a 

Designating Party in good faith believes constitutes or reveals extremely sensitive Confidential 

information, disclosure of which to another Party or Non-Party, with the exception of allowing 

Plaintiff John Deleon access to the information as indicated in Section 7.3, would create a substantial 

risk of serious harm. 

2.9 House Counsel: attorneys who are employees of a party to this action or a 

parent, subsidiary or affiliate of a party to this action. House Counsel does not include Outside 

Counsel of Record or any other outside counsel. 

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

legal entity not named as a Party to this action. 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 3 of 19
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54483633.2 3 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

2.11 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. 

2.12 Party: any party to this action (and its parents, subsidiaries and affiliates) 

including all of its officers, directors, employees, consultants, retained experts, and Outside Counsel 

of Record (and their support staffs). 

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

Material in this action. 

2.14 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. 

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

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

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

Producing Party. 

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 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 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 4 of 19
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54483633.2 4 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

Protected Material at trial shall be governed by a separate agreement or order, pursuant to Local Rule 

141. 

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, 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 materials or information for protection under this Order must take 

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

standards, in light of the information known to the Designating Party and volume, nature and 

complexity of the materials or information at issue, to limit any such designation to specific materials 

or information that qualify under the appropriate standards. To the extent it is practical to do so, the 

Designating Party must designate for protection only those pages of material documents or parts of 

other material items for which protection is warranted. Mass, indiscriminate, or routinized 

designations are prohibited. 

If it comes to a Designating 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 Designating Party must 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: 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 5 of 19
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54483633.2 5 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

(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 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 

ONLY” to each page that contains protected material. 

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 “CONFIDENTIAL” legend or the “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” to each page that contains Protected Material. 

(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 and specify the level of protection being asserted. When it is 

impractical to identify separately each portion of testimony that is entitled to protection and it appears 

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

invoke on the record (before the deposition, hearing or other proceeding is concluded) a right to have 

up to 21 days to identify the specific portions of the testimony as to which protection is sought and to 

specify the level of protection being asserted. Only those portions of the testimony that are 

appropriately designated for protection within the 21 days shall be covered by the provisions of this 

Stipulated Protective Order. Alternatively, a Designating Party may specify at the deposition or up to 

21 days afterwards if that period is properly involved, that the entire transcript shall be treated as 

“CONFIDENTIALLY” or “HIGHLY CONFIDENTIAL.” 

Parties shall give the other parties notice if they reasonably expect a deposition, hearing 

or other proceeding to include “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” material so that the other parties can ensure that only authorized individuals who have 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 6 of 19
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54483633.2 6 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A) are present at those 

proceedings. The use of a document as an exhibit at a deposition shall not in any way affect its 

designation as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY”. 

Transcripts containing Protected Material shall have an obvious legend on the title page 

that the transcript contains Protected Material, and the title page shall be followed by a list of all pages 

(including line numbers as appropriate) that have been designated as Protected Material and the level 

of protection being asserted by the Designating Party. The parties shall cooperate in informing the 

court reporter(s) of these requirements. Any transcript that is prepared before the expiration of a 21-

day period for designation shall be treated during that period as if it had been designated “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY” in its entirety unless otherwise agreed. After the 

expiration of that period, the transcript shall be treated only as actually designated. 

(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 a portion or portions of the 

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

the protected portion(s) and specify the level of protection being asserted. 

5.2 Inadvertent Failures to Designate. An inadvertent failure to designate qualified 

information or items as protected does not, standing alone, waive the Designating Party’s right to 

secure protection under this Order for such material unless the correction is both (1) substantially 

prejudicial to the Receiving Party and (2) unreasonable in light of the sensitivity of the information or 

items not designated, the delay in making the correction, and the volume, nature and complexity of the 

information or items involved. The Receiving Party may dispute the corrected designation pursuant 

to the provisions of this Order for challenging designations. Upon receiving a correction and until any 

dispute concerning the correction is resolved, the Receiving Party must make reasonable efforts to 

assure that the material is treated in accordance with the corrected designation. 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 7 of 19
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54483633.2 7 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

6. CHALLENGING DESIGNATIONS 

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

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

this Order. The parties shall attempt to resolve each challenge in good faith. The parties must begin 

the process by conferring 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 in light 

of such explanation, 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 Local 

Rule 141.1(b)(1) (and in compliance with Local Rules 230 and 251) 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 later. 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. Failure by 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 8 of 19
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54483633.2 8 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

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 designating 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 each motion, whether by the Challenging Party or the 

Designating Party, 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) 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). 

(b) 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. 

(c) Protected Material shall not be copied or reproduced except to the extent such 

copying or reproduction is reasonably necessary to the conduct of this action, and all such copies and 

reproductions shall be subject to the terms of this Order. If the duplicating process by which copies 

and reproductions of Protected Materials are made does not preserve the confidentiality designation 

Case 2:15-cv-02087-MCE-EFB Document 83 Filed 09/06/16 Page 9 of 19
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54483633.2 9 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

legends that appear on the original documents, all such copies and reproductions shall be stamped or 

labeled appropriately in accordance with the terms of this Order. 

(d) Any work product or other materials generated in preparation for this Action by 

experts or other consultants retained for purposes of this Action that contain or reference information 

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

shall have the following text clearly displayed: “CONTAINS CONFIDENTIAL INFORMATION 

PROTECTED BY COURT ORDER FROM UNAUTHORIZED USE” or “CONTAINS HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY INFORMATION PROTECTED BY COURT 

ORDER FROM UNAUTHORIZED USE” as applicable. For documents that contain or reference 

Protected Materials, including but not limited to memoranda, drafts and other materials, the text shall 

also be placed prominently on the first page of such document. For file folders, such as red-welds or 

binders, that hold papers containing or referencing Protected Materials, the text shall be affixed on the 

outside of such file. For electronic files, the text shall be affixed to the labels for any discs containing 

or referencing Protected Materials. 

(e) Notwithstanding the foregoing, nothing in this Order shall limit a Party’s use or 

disclosure of its own information. 

(f) No information designated “CONFIDENTIAL” or “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY” shall lose such status under this Order as the 

result of the use of such document or information in any hearing, trial, or other Court proceeding in 

this Action, provided that such use is consistent with the terms of this Order. In the event that any 

Party wishes to use such information in a Court proceeding in this action, then counsel for the Parties 

shall consult with each other to work out any objections to the use of such information and to propose 

such amendments to this Order as the Parties agree are necessary, to determine whether and how such 

information can be used while still protecting its confidentiality. 

(g) This Order is without prejudice to the right of any Party hereto to: (a) object to 

any discovery request; (b) apply to the Court for any further order relating to any confidential 

information; or (c) apply to the Court for an order permitting disclosure of Protected Materials or 

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54483633.2 10 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

Information other than as provided herein. The provisions of this Order may also be modified on a 

Party’s or the Court’s own motion. 

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 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” (Exhibit A). Additionally, Plaintiff shall sign the “Acknowledgment and Agreement to Be 

Bound” (Exhibit A) prior to viewing or accessing any information or item designated 

“CONFIDENTIAL”; 

(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) Employees or former employees of the Defendants (and its parents, 

subsidiaries, affiliates and agents), who are actively working with Defendants’ counsel in the defense 

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

(d) 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); 

(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) Any witnesses or deponents or potential witnesses or deponents, including any 

authors, addressees, and recipients of the Confidential Information, if disclosure of particular 

Confidential Information is, in counsel’s good faith judgment, necessary to a Party’s prosecution or 

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54483633.2 11 2:15-CV-02087-MCE-EFB

STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

defense of the case, provided that such persons are advised of the confidential nature of the materials 

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

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

or other person who otherwise possessed or knew the information; 

(i) Mediators engaged by the Parties to assist in this Action provided that all such 

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

(j) Insurers, reinsurers, and retrocessionaires provided that all such persons have 

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

(k) Other persons upon order of this Court or upon stipulation of the Designating 

Party. 

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 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” (Exhibit A); 

(b) 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); 

(c) The Court and its personnel; 

(d) 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); 

(e) Any witnesses or deponents or potential witnesses or deponents, including any 

authors, addressees, and recipients of the “HIGHLY CONFIDENTIAL– ATTORNEYS’ EYES 

ONLY” information, if disclosure of this information is, in counsel’s good faith judgment, necessary 

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STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

to a Party’s prosecution or defense of the case, provided that: (1) such persons are advised of the 

confidential nature of the materials involved and they have signed the “Acknowledgment and 

Agreement to Be Bound” (Exhibit A); and (2) such persons are not, nor anticipated to become, 

officers, directors, or employees of a Party (other than the Designating Party) or of a competitor of the 

Designating Party; 

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

or other person who otherwise possessed or knew the information; and 

(g) Mediators engaged by the Parties to assist in this Action provided that all such 

persons have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A). 

(h) The parties agree and stipulate that Plaintiff John Deleon is permitted to review 

any document designated as “HIGHLY CONFIDENTIAL– ATTORNEYS’ EYES ONLY,” but only 

in the office of his counsel of record and after signing the “Acknowledgment and Agreement to Be 

Bound” (Exhibit A). Plaintiff agrees that he will not remove any document designated as “HIGHLY 

CONFIDENTIAL– ATTORNEYS’ EYES ONLY” from the office of his counsel of record or 

otherwise cause reproductions of any document or portions thereof designated “HIGHLY 

CONFIDENTIAL– ATTORNEYS’ EYES ONLY” to be made. 

7.4 Other persons upon order of this Court or upon stipulation of the Designating 

Party. 

8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN 

OTHER LITIGATION 

If a Party or Non-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 “HIGHLY CONFIDENTIAL– ATTORNEYS’ EYES ONLY” that Party or 

Non-Party must: 

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

a copy of the subpoena or court order; 

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STIPULATED AND [PROPOSED] PROTECTIVE 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 Order. Such notification shall include a copy of this 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 or Non-Party served 

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

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL– ATTORNEYS’ EYES ONLY” before a 

determination by the court from which the subpoena or order issued, unless the Party or Non-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. 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 

9.1 The terms of this Order are applicable to information produced by a Non-Party 

in this action and designated as “CONFIDENTIAL” or “HIGHLY 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. 

9.2 If 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: 

(a) 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; 

(b) Promptly provide the Non-Party with a copy of this Order, the relevant 

discovery request(s), and a reasonably specific description of the information requested; and 

(c) Make the information requested available for inspection by the Non-Party. 

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STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

9.3 If the Non-Party fails to seek a protective order from this Court within 14 days 

of receiving the notice and accompanying information, the Party that received the discovery request 

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

Non-Party timely seeks a protective order, the Party that received the discovery request 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.1 Absent a Court order to the contrary, the 

Non-Party shall bear the burden and expense of its seeking protection in this Court of its Protected 

Material. The Party that received the discovery request may seek a protective order prohibiting, 

limiting, or conditioning production of the Non-Party’s confidential information, but it is not required 

to do so. 

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 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” (Exhibit A). 

11. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED 

MATERIAL OR INFORMATION 

Inadvertent production of materials or information that are or may be subject attorney 

client privilege, work product protection, or other protection shall not automatically constitute waiver 

of any applicable privilege or other protection. 

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

produced material or information 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). 

 

1

 The purpose of this provision is to alert the interested parties to the existence of confidentiality 

rights of a Non-Party and to afford the Non-Party an opportunity to protect its confidentiality 

interests in this Court. 

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STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

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. 

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 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 Order. Similarly, no Party waives any right to object on any 

ground to use in evidence of any of the material covered by this 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 any Protected 

Material under seal must comply with Local Rule 141. 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 Local Rule 141, 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 Party’s request to file Protected Material under seal pursuant to Local 

Rule 141 is denied by the Court, then that Party may file the information in the public record, 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, 

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STIPULATED AND [PROPOSED] PROTECTIVE ORDER 

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). 

IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 

 CONSUMER LAW CENTER, INC.

Dated: August 31, 2016 By: /s/ Fred W. Schwinn 

Fred W. Schwinn (SBN 225575) 

Raeon R. Roulston (SBN 255622) 

Attorneys for Plaintiff 

JOHN DELEON 

 GORDON & REES LLP 

Dated: August 31, 2016 By:/s/ Craig J. Mariam 

Craig J. Mariam (SBN 225280) 

Andrew M. Legolvan (SBN 292520) 

Attorneys for Defendants 

ELITE SELF STORAGE MANAGEMENT, LLC; 

MANDOT, LLC 

BUDGET SELF STORAGE, LLC 

BRANDON JOSEPH LUTHYE 

TINA LUTHYE 

 SEDGWICK LLP 

Dated: August 31, 2016 By: /s/ Bruce D. Celebrezze_____ 

Bruce D. Celebrezze (SBN 102181) 

Alexander E. Potente (SBN 208240) 

Attorneys for Defendant 

GREAT AMERICAN ASSURANCE COMPANY

 POLSINELLI LLP 

Dated: August 31, 2016 By: /s/ Jennifer J. Axel 

Zuzana S. Ikels (SBN 208671) 

Richard Amoroso (Pro Hac Vice) 

Jennifer J. Axel (Pro Hac Vice) 

Attorneys for Defendant 

REPWEST INSURANCE COMPANY 

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54483633.2 1 2:15-CV-02087-MCE-EFB

EXHIBIT A TO STIPULATED AND [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 Stipulated Protective Order that was 

issued by the United States District Court for the Eastern District of California on [date] in the 

case of John DeLeon v. Elite Self Storage Management, LLC, et al., Case No. 2:15-CV-02087-

MCE-EFB. 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 Eastern 

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 related to 

enforcement of this Stipulated Protective Order. 

Date: 

City and State where sworn and signed: 

Printed name: 

Signature: 

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54483633.2 2:15-CV-02087-MCE-EFB

ORDER 

 Having reviewed the above Stipulation and Proposed Protective Order, considered the 

applicable law, and good cause appearing, the Court ORDERS that the parties’ stipulation is 

approved. 

IT IS SO ORDERED. 

Dated: September 6, 2016. 

 The Honorable Edmund F. Brennan 

 United States Magistrate Judge 

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